@_Sgr_A_Star Avatar @_Sgr_A_Star The God Particle

The God Particle posts on X about $hims, $iren, target, business 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 #3335 finance 26.05% technology brands 9.24% currencies 3.36% social networks 3.36% celebrities 1.68% financial services 0.84% cryptocurrencies 0.84%

Social topic influence $hims #305, $iren #6, target 10.08%, business 5.88%, model 5.88%, money 4.2%, end of 4.2%, to the 4.2%, in the 3.36%, shorts 3.36%

Top accounts mentioned or mentioned by @nighthawktradez @frameworkwisely @fransbakker9812 @danroberts0101 @jiahanjimliu @bagelc47 @andrewdudum @waymoproblems @hillsideassets @agrippainv @chiptomunk @hankbtc1 @viniciu32103530 @deangilles15352 @himshouse @paulcerro @irenltd @mikealfred @curiouswhatever @gyujin9701

Top assets mentioned Hims & Hers Health, Inc. (HIMS) Iris Energy Limited (IREN) CoreWeave, Inc (CRWV) Novo-Nordisk (NVO) Oracle Corporation (ORCL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Goldman Sachs (GS)

Top Social Posts

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

"Enough of the empty buzz words like "software" or "full stack" or "enterprises" or "startups". Here are the facts: NBIS has 170MWs of active power generating $1.25B of ARR. That means NBIS is monetizing each active MW for $7.35M per year. IREN - has guided to generate $3.4B in ARR out of 460MW of active (CSP) power. The means IREN would be monetizing each MW for $7.39M per year. So if the "big advantage" isn't showing up in the top line surely it isn't going to show up on the bottom line either because "full stack engineers" of which NBIS "has hundreds" aren't free. The "big advantage" as I"
X Link 2026-02-13T04:57Z [----] followers, 58.5K engagements

"$IREN Just sharing my initial thoughts on IREN's earnings call. What I loved liked didn't like and don't care. What I loved: [--]. Loved the interest rate of less than 6% for GPU financing. This alone will improve most levered IRR models in the wild as I don't think anyone was expecting/modeling this low of a rate. [--]. Securing 3.6B (1.1B above the guided 2.5B) in GPU financing means when you factor in the Microsoft pre-payment the company is only paying 260M out of pocket (equity) for $5.8B worth of GB300s . This makes the CSP portion of the Microsoft deal "capital light". Nuts This also"
X Link 2026-02-07T09:59Z [----] followers, [----] engagements

"$IREN does NOT claim 2.3B in ARR right now. They claim they have 2.3B of contracted ARR right now most of which isn't active (MSFT deal). To your point that ARR isn't active and not yet realized for IREN. It will be once it's live because it is already pre-contracted. The point I'm making is that NBIS and IREN are monetizing their MW for effectively the same revenue number. Yes NBIS' are active IREN's are pre-contracted. And as a $NBIS investor (I am) if that doesn't make you go "hmmmm" then it's obvious you're getting lost in the buzzwords (which you obviously are)"
X Link 2026-02-13T17:15Z [----] followers, [----] engagements

"$HIMS shorts. Up again. Now up too 72.2M shares short. 35% of float. Por el amor de dios (Apologies if my Korean is broken.)"
X Link 2026-01-27T17:35Z [----] followers, [----] engagements

"$IREN Shorts. Added another 1.5M shares short. Interesting. I wonder what the shorts will be when Horizon 5-10 look like this:"
X Link 2026-01-27T21:16Z [----] followers, 62.3K engagements

"At the risk of coming across too strongly and insulting George. That space was a circle jerk of boomers literally yelling at the clouds. Same tired "LLMs are a probability parrot" or "every chatbot request ever has lost money" takes absent of any substance or actual analysis. And yep you guessed it they liked Gold and Silver on the space. For anyone that hasn't listened to it do yourself a favor and avoid it. Here let me summarize it for you. https://twitter.com/i/web/status/2018878464271827074 https://twitter.com/i/web/status/2018878464271827074"
X Link 2026-02-04T02:45Z [----] followers, [---] engagements

"@FransBakker9812 Has to be demolishment of the data center halls that they wont longer need. Right The key word is "operating". If they've started the demolishment of data center calls then those MW's are no longer "operating""
X Link 2026-02-05T22:48Z [----] followers, [----] engagements

"The key words are "under contract." They're focusing your attention to a positive ".4B" under contract and taking it away from a negative their "225M ARR by year end" miss. Under contract doesn't mean operational and it doesn't mean generating revenue. They're not telling us that as of Feb 5th they have GPUs generating the equivalent of 33M (400M/12) they're telling us that as of Feb 5th they've contracted GPUs that will eventually generate 400M of ARR. The fact is as of the end of October the company already had 250M ARR under contract. The 10K+ GPUs that were already under contract are"
X Link 2026-02-05T23:29Z [----] followers, [--] engagements

"I liked many things on the call. - GPU financing being 6% was great to see. I actually modeled 5.5% in my model because I felt MSFT's credit and cashflows are second to none. Validation of this number was fantastic. This number should improve everyone's levered IRR as there is less $ going to interest. - I also thought financing 3.6B instead of the previous guidance of only 2.5B was very bullish. It means that for the GPU Capex of 5.8B when you factor in the 1.94B pre-payment the company is only putting up 260M of their own money (equity). This significantly improves levered IRR on the CSP"
X Link 2026-02-06T02:01Z [----] followers, [---] engagements

"I think any which way we slice it Bagel they missed their very first checkpoint guidance. They were clearly impacted with delays. What caused the delays or how long the delays - who knows. No one asked them about the GPU count and as I suspected the company wasn't about to explicitly say they missed ARR guidance. It's also no coincidence that they're stopped disclosing the count of operational GPUs in their 10Q. Previously they'd disclose the actual number (rounded to the nearest hundred). In today's 10Q they no longer disclose operational - they just disclose GPU count by "installed or on"
X Link 2026-02-06T02:09Z [----] followers, [--] engagements

"Their $225M revenue guidance was made in their last Monthly report in August. The guidance was made at the time of the purchase of the first batch of [----] Blackwell GPUs that corresponded with the $225M ARR by Dec [----]. As I mentioned- this doesn't break my investment thesis. These delays are not costing them customers these GPUs will be installed they just didn't do it by the time they had informed the market they would. https://twitter.com/i/web/status/2019599432095023596 https://twitter.com/i/web/status/2019599432095023596"
X Link 2026-02-06T02:30Z [----] followers, [--] engagements

"Contracted ARR is theoretical only until the GPU is racked and billing has started does that ARR get "realized". It definitely isn't revenue based you're correct about that. I'm suggesting that revenue is the only GAAP metric (outside of the company explicitly telling us what ARR was at the end of the period - which they didn't) we can use to gain insight on whether the ARR guidance is met. In theory if all [----] GPUs were installed/commissioned on December 31st then they would have realized the ARR (and met their guidance) even if recognized revenue would have been very little. Obviously"
X Link 2026-02-06T03:33Z [----] followers, [--] engagements

"I agree This should significantly improve most people's levered IRR numbers for [--] reasons. - The lower than anticipated interest rate means more cashflows are pocketed and less goes to interest. Each 100bps (1%) is worth 120M saved in interest over the contract length. - The cash out of pocket (equity) used to fund the 5.8B of GPU capex will be miniscule at only 260M. By my math we'll get close to [--] dollars returned for every $1 invested. Much smaller pool of equity used will amplify the return (levered). I'm sure they'll use the MSFT deal as the blueprint for future ones"
X Link 2026-02-06T04:05Z [----] followers, [---] engagements

"@danroberts0101 Imagine purchasing 5.8B worth of GB300s and only needing to use 260M out of pocket. Who'da thunk that operating a Cloud Services Provider business was capital light. 🙃 Fantastic work Dan (260M = 5.8B - 3.6B - 1.94B)"
X Link 2026-02-06T04:40Z [----] followers, [---] engagements

"@CuriousWhatever @Agrippa_Inv 40%+ Much much higher than that. They're only using $260M out of pocket (equity) on this CSP deal. If these GPUs have any residual value left at the end of the contract the levered IRR will be well into triple digits"
X Link 2026-02-06T19:31Z [----] followers, [--] engagements

"@chiptomunk Higher accelerated stock based amortization recognized and payroll tax accruals"
X Link 2026-02-07T06:06Z [----] followers, [---] engagements

"Although they grouped the "810MW" of air-cooled capacity in one when they were talking about the increased demand in air-cooled GPUS (time to install) I didn't read it as Childress possibly getting air-cooled GPUs. Recall that as of Feb 5th they've "only" contracted 18K of the [-----] air cooled GPUs (sans the 10MW of GB300s at PG) slated for British Columbia. There is still 10's of thousands of air-cooled GPUs that don't yet have a name to them. I took their comments as hyperscalers and enterprises now seriously considering this air cooled capacity instead of waiting for liquid-cooled variants"
X Link 2026-02-07T17:11Z [----] followers, [----] engagements

"@Gyujin_9701 @FransBakker9812 @jiahanjimliu @marksotoges It's not a revenue recognition timing issue it's a GPUs aren't getting here on time issue. No GPUS means no ARR no revenue. The tell is the low RPOs"
X Link 2026-02-08T04:14Z [----] followers, [---] engagements

"These numbers don't look great but they don't look awful either. Although January is typically the high for the weight loss category for the quarter this year is unique in that there are multiple new verticals that are still gaining traction. It will be interesting to see the impact of the "bad press" this week and the Superbowl ad. We won't know until [--] weeks from now (data is [--] days in the rear) but I'll be sure to pay close attention and share"
X Link 2026-02-08T10:05Z [----] followers, [---] engagements

"Tweet of the month Jacques. The $3B for Horizon 1-4 that are currently locked were paid for by the balance sheet (out of pocket). The second those data centers are derisked once they start generating revenue from a world class counterparty $IREN will be able to unlock (i.e. "get their money back") that money at very attractive rates. This is how large infrastructure projects work. Build it with cash out of pocket or expensive construction financing once it's built and derisked get your money back by "borrowing" against those assets at much better rates. This is one (massive) source of funding"
X Link 2026-02-09T23:07Z [----] followers, [----] engagements

"Frankly it's too late to sell. The time to have sold was as they were committing execution mistake after execution mistake throughout the last [--] months not now when the stock price is 2x sales and the entire GLP1 business has been discounted. I'm not saying it can't go lower as that would be foolish. The truth is the mistakes that have lead to the DOJ referral and Novo lawsuit have to lead to consequences and accountability. As the saying goes heads have to roll. If they don't that would be thesis breaking for me as I would have no choice but to assume that mistakes like these can and"
X Link 2026-02-10T22:02Z [----] followers, [--] engagements

"$IREN Shorts update. Plenty of short covering as of the latest snapshot. 11M shares covered leading up to the end of January snapshot. Now 14% of float short. $IREN Shorts. Added another 1.5M shares short. Interesting. I wonder what the shorts will be when Horizon 5-10 look like this: https://t.co/YYFMVeHa4q $IREN Shorts. Added another 1.5M shares short. Interesting. I wonder what the shorts will be when Horizon 5-10 look like this: https://t.co/YYFMVeHa4q"
X Link 2026-02-11T00:40Z [----] followers, 31.9K engagements

"$HIMS Shorts update. Does anyone know if the short squeeze is still scheduled Asking for a my friend @NighthawkTradez Shares were at an all time high leading up to this last swing down"
X Link 2026-02-11T00:44Z [----] followers, [----] engagements

"@Hank_BTC_1 I think it's indication of the increased demand. In particular the Claude code effect is real. This obviously bodes well even if IREN doesn't have many on-demand Hoppers available since theirs are probably contracted for months/years"
X Link 2026-02-15T04:01Z [----] followers, [---] engagements

"It is an obvious customer acquisition strategy.it's simple math. Marketing [---]. Why spend the costs to acquire [--] sexual health subscribers when you can spend less to acquire [--] GLP-1 subscriber and generate the same sales Specially if that sexual health subscriber is much more difficult to keep because every time he goes to the gas station he has erection pills staring him in the face or Druski is selling him sparks or maybe it was just a fling/one-night stand. Yes it's true. The company is seeing less foot traffic in the store. But those that walk in are spending on average 45% more than"
X Link 2025-08-13T22:34Z [----] followers, [---] engagements

"@MMMTwealth Someone needs to teach Oliver how to value companies. In no universe is $HIMS overvalued here. Literally none. And I've been to 3"
X Link 2025-09-29T16:40Z [----] followers, [----] engagements

"@NighthawkTradez Had I known $HIMS uses soybeans in their GLP-1 formulations I wouldn't have bought them at all. %$@#"
X Link 2025-10-14T19:48Z [----] followers, [---] engagements

"$HIMS Intra-week update time at the request of @Viniciu32103530 [--] days into Q4. YOY Change: 14.9% Projected Revenue: $614M And the beat goes on. need a solid last [--] weeks for $HIMS to close out the year. $HIMS Intra-week update time at the request of our resident HIMS quant @NighthawkTradez . [--] days into Q4: YOY Change: 14.5% Projected Revenue: 611.3M Q4 is playing out like a few us called for - strength into the close of the quarter (unlike Q2 and Q3). Likely due to the https://t.co/2zASdjhSxx $HIMS Intra-week update time at the request of our resident HIMS quant @NighthawkTradez . [--] days"
X Link 2025-12-23T17:31Z [----] followers, 19.4K engagements

"@jindal_gautam @jiahanjimliu @PDPhilaPhil What you meant to say was: "IREN procured $5.8B worth of GPUs with only $260M out of pocket This makes the CSP business an un-risky and capital light model" Do better than this Mocking Bird. Lock the %#@$ in"
X Link 2026-02-12T08:33Z [----] followers, [----] engagements

"I particularly liked their 1.25B ARR being roughly 25% higher than their guided 1B ARR at the end of [----]. It obviously shows their ability to under-promise and over-deliver but more importantly it signals to me they're not experiencing any monetization lag in converting connected power to active power by commissioning GPUs timely or ahead of guidance. Would have loved to have seen a higher more differentiated ARR/MW of $7.35M/MW-year (1.25B / [---] MW) since they offer a PaaS. IREN for comparison is at $7.39M/MW-year ($3.4B ARR/460MW - guidance) as a pure bare metal provider (no PaaS)"
X Link 2026-02-13T03:20Z [----] followers, [---] engagements

"$IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. $IREN insatiable /insSHb()l/adjective (of an appetite or desire) impossible to satisfy. Example sentence: AI has created insatiable demand for power and energy producers and distributors are racing to respond. https://t.co/m4slb66lMz $IREN insatiable /insSHb()l/adjective (of an appetite or desire) impossible to satisfy. Example sentence: AI has created insatiable demand for power and energy producers and distributors are racing to respond. https://t.co/m4slb66lMz"
X Link 2026-02-07T02:49Z [----] followers, 34.4K engagements

"$IREN For those of us keeping score- this is the latest ratings price target changes since the earnings call. Goldman Sachs: Maintained Neutrual: $39 $37 Roth Capital: Maintained Buy: $94 - $94 Bernstein: Maintained Outperform: $125 - $125 Cantor Fitz: Maintained Overweight: $136 $82 BTIG: Maintained Buy: $75 - $75 Compass Point: Maintained Buy: $105 - $105 B Riley: Maintained Buy: $74 $83 Citizens: Maintained Market Outperform: $80 - $80 Cantor Fitzgerald lowered their price target significantly because they lowered their EV/EBITDA Multiples across the sector."
X Link 2026-02-08T04:37Z [----] followers, 22.2K engagements

"$HIMS January credit card sales are in the books: Q1 is trending +1.7% over Q3 through the first [--] days of each period. I'm using 3Q25 because it's the most recent quarter in which we have actual credit card sales and actual revenue totals. As a reminder: Q3 Revenue: $599M As of now credit card sales are trending slightly above Q3. When we get Q4 actuals it will allow me to get another data point for the regression. (I also included monthly credit card sales for the last [--] months.) @DeanGilles15352 https://twitter.com/i/web/status/2020362454950449376"
X Link 2026-02-08T05:02Z [----] followers, [----] engagements

"@IREN $CRWV $ORCL $NBIS Looks like the Claude code inflection point has legs and staying power. Hopper (H100) compute prices continue to steadily climb. 👀 $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR"
X Link 2026-02-11T00:52Z [----] followers, [----] engagements

"The reason I was so forceful with Mocking Bird was because the "Where is all the money coming from" or the "The Microsoft deal wasn't accretive" are lazy and tired takes. Not only is it flat wrong but like you're doing now those that posit that argument never actually say why the deal isn't accretive. They just say it isn't. Lazy. The company was clear in that they separate the two business segments (DC CSP) for the purposes of IRR. If it wasn't obvious before they disclosed the final terms ($3.6B 6%) of the MSFT deal it should be very obvious now - the MSFT deal was an excellent deal. Let me"
X Link 2026-02-13T02:04Z [----] followers, [----] engagements

"And as @danroberts0101 told you on the earnings calls sounds like you're someone that should be investing in bonds in the hyperscalers. ;) Dan is interested in recovering capital back in short order and compounding returns. He's interested in monetizing each 200MW-IT at 1.94B of yearly revenue not $312M. The higher risk is locking up extremely scarce electrons for 10-15 years to barely recapture your capital at the end of it"
X Link 2026-02-13T02:35Z [----] followers, [----] engagements

"@Nit5in @FransBakker9812 Because they're giving it away I'm not saying their product isn't good or that customers don't like it. But the numbers clearly show one of two things. Either most of their monetized MWs are also bare metal or they're giving their software away"
X Link 2026-02-13T17:22Z [----] followers, [--] engagements

"At Prince George the only free capacity is about 4k GPUs by my estimate. About 19k of the 23k GPUs at PG have already been spoken for. 4k GPUs is peanuts to some of these names so I wouldn't expect those names to be it. Now had Kent said Mackenzie then we'd be on to something. https://twitter.com/i/web/status/2022366413202297187 https://twitter.com/i/web/status/2022366413202297187"
X Link 2026-02-13T17:45Z [----] followers, [--] engagements

"@FrameworkWisely @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting 🥱"
X Link 2026-02-13T17:47Z [----] followers, [---] engagements

"@NighthawkTradez Will Smith is Eyetalian"
X Link 2026-02-14T18:37Z [----] followers, [---] engagements

"$IREN $NBIS $CRWV $ORCL And the beat goes on. New 10-month high for the Nvidia H100 hourly rates. How at $2.40/hour. 👀 (As a reminder $IREN has [----] Hopper gen GPUs in their fleet [---] being H100) $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR"
X Link 2026-02-15T03:11Z [----] followers, 25K engagements

"@Hank_BTC_1 TWSS"
X Link 2026-02-15T04:20Z [----] followers, [--] engagements

"Two things: Zava was a part of the second half revenue estimates for the company. Zava isn't "free" revenue. Testosterone was also part of their full year guidance. This also won't be "bonus" revenue. With that said Zava can be a wild card but it's almost certainly going to take much more than 20-25M to lift the rest of the business "miss" and make up for the 503B-503A headwinds"
X Link 2025-10-27T19:58Z [----] followers, [----] engagements

"Nah Strongly disagree. Lonzo's (broken) shooting mechanics didn't translate to the NBA 3-length/defenses. But his achilles heel was his sub-par ball-handling for a [--]. The guy just can't get to the paint and a point guard that can't break down a defense and can't get into the paint will always have a very low ceiling"
X Link 2025-07-30T21:44Z [----] followers, [----] engagements

"95% recurring revenue 85% retention rate. Do you just make numbers up Margins went down to 73% not 77% and being down is due to one simple thing: GLP1 Sales. GLP1 Gross Margins are 63% All other verticals are 83% As the share of GLP1 revenue increases (it was 39% in Q1) their gross margins will decrease. As their share of GLP1 revenue decreases their gross margins will go up. In Q2 I expect GLP1 revenue share to decrease so I expect their gross margins to improve. For all $HIMS and potential HIMS investors - I know that Shay has a hefty following but he really doesn't know much about the"
X Link 2025-08-03T17:41Z [----] followers, [----] engagements

"$HIMS The revenue projection for Q4 was simple: compare Q4 CC sales to Q3 CC Sales and apply the same sales to revenue multiple as Q3. That's it. Q3 CC Sales: $15718391 Q3 Revenue: $599M Q4 CC Sales: $15481257 (down 1.5%) Q4 Revenue: $590.2M projected. Under normal circumstances you'd like your model to use more than [--] period in any regression analysis but since the introduction of Zava it's no longer useful. Additionally since the company made no disclosures as to the performance of Zava in Q3 it makes isolating US based totals impossible. What we know for sure is that Q4 credit card sales"
X Link 2026-01-13T23:12Z [----] followers, 16K engagements

"@himshouse Looks about right"
X Link 2025-03-06T01:44Z [----] followers, [----] engagements

"$NVO didn't make those claims about $HIMS they merely wanted the public to believe they were making those claims about $HIMS. If you re-read NVO's press release carefully critically and skeptically it will be obvious. It's why @AndrewDudum led with the line about being disappointed that NVO would actively mislead the public. They succeeded. Really re-read the PR look at the sections in which they omit $HIMS by name and the sections where they explicitly mention them. NVO succeeded in misleading the public. The was the whole intent with their PR"
X Link 2025-06-24T04:01Z [----] followers, [----] engagements

"$NVO is well aware they can't sue $HIMS. The "NVO will sue" is just noise. There is decades of legal precedent allowing the compounding of medications under the 503A exemption under the FDCA. The FDCA (federal law) provides no (legal) private right of action for any citizen or company to sue for deemed violations. Many courts have ruled that enforcement of the FDCA is reserved almost entirely to the FDA or the DOJ. Every lawsuit brought on by NVO or Lilly against telehealth companies to date have been around trademark infringement or false marketing of safety approvals. Not one has challenged"
X Link 2025-06-25T01:53Z [----] followers, 82.7K engagements

"$NVO didn't "allow" $HIMS to sell compounded semaglutide. That isn't what Andrew told us stop the misinformation MV. $HIMS is within their legal right (as a [---] pharmacy) to fulfill compounded prescriptions that a PCP (provider) and a patient have agreed is clinically necessary. HIMS made NVO aware that compounding on the platform would continue prior to the collaboration. That's what @AndrewDudum told us not your version"
X Link 2025-06-25T17:10Z [----] followers, [----] engagements

"This video is embarrassingly bad and misinformed. It's an attempt at covering [----] financials but you don't have the slightest clue on the fundamentals of $HIMS or it's revenue streams and or the implications of the NVO deal. NVO tearing up the deal will have literally zero impact on [----] revenue or their ability to meet guidance. In fact based on current projections (without NovoCare) they're likely to generate closer to 1B in weight-loss revenue than the 725M they guided for. By the end of Q2 it's likely these will be totals for weight-loss: GLP1 1H25: 229M(Q1) + 190M(Q2) = 419M Oral 1H25:"
X Link 2025-06-27T04:51Z [----] followers, [----] engagements

"@Agrippa_Inv @HyperTechInvest The IREN investment community ordered an Antonio Linares and instead was shipped a Daniel Romero. Ok who placed the order on Temu"
X Link 2025-06-29T20:48Z [----] followers, [----] engagements

"Too many in this thread are giving $HIMS way too much credit. Fact is the collaboration with $HIMS just didn't move the needle (for NVO) anywhere near what they had hoped for. In the month+ that the partnership was live nothing in the data suggested it was moving the needle. $NVO realized quickly that $HIMS patients looking for affordable GLP1 access weren't persuaded to opt for the "real" thing at 3x+ the price. I wouldn't would you $165 for compounded vs $599 for the "real" thing isn't exactly the proposition NVO thought it would be. $NVO has an objectively inferior drug with an inferior"
X Link 2025-07-29T16:55Z [----] followers, [----] engagements

"This may be bad news.but somewhat expected bad news. "2.4M+" implies to me that subscribers are higher than 2.4M but lower than 2.5M because otherwise I think he would have sais "2.5M+". HIMS ended Q1 with 2.366M subscribers if they only have at most 2.499M subscribers as of the timing of this LinkedIn post it implies that the they've only added 133K subscribers in nearly [--] months If my thinking is correct it further implies that Q2 Net New Subscribers may actually dip below 100K I hope his "2.4M+" figure was as of the end of Q2 and not the totals as of the time of his post. I say that this"
X Link 2025-08-03T18:27Z [----] followers, [----] engagements

"All of this is/was expected. Even had they met consensus (they met their guidance not analyst consensus) Core revenue would have further decelerated. That was a given/known. Q3 as it's currently tracking almost [--] month of the way through looks like this: Q3 revenue: 582.5M (45.1%) GLP1 revenue: 173M Core revenue 409.5M (25%) These numbers would represent a rev growth of +8% q/q (i.e. reacceleration) and a 91% GLP1 revenue retention q/q now that they're actually past the one-off revenue/subscriber churn of having to kick commercial sema subscribers off the platform. And for reference attached"
X Link 2025-08-05T00:07Z [----] followers, [----] engagements

"@NighthawkTradez @A_May_MD @DueDoctor If they're expecting GLP-1 sales to drop to zero it needs to happen within the next four monthsbecause once HIMS introduces generic semaglutide for snow Mexicans in January GLP-1 sales will never reach zero"
X Link 2025-08-16T20:09Z [----] followers, [----] engagements

"WOW That's fantastic news and numbers quant. Thank you for sharing. If you're going to put in work on the lord's day then who am I to not join you. Updated Numbers: QTD💳 Sales: $7180198 Proj. Sales: $17040237 Pro. Growth: 42.6% Y/Y Bringing the Q3 revenue projection to: 💰 Online Revenue: $586522708 (+/- [--] cents) WOW Looks like that digital ad blitz is working. Best Sunday sales day all year"
X Link 2025-08-17T15:51Z [----] followers, 11K engagements

"The data is the data. And yes the data is currently indicating a 600+ million quarter when you adjust for Zava and Wholesale revenue. I can't speak to anyone else's model but @NighthawkTradez 's is projecting $586.5M in Online Revenue for Q3 (as of 8/10 data). For reference this same model projected 535.6M of Online Revenue for Q2 (attached)- which was only 1.2M below actuals. The one unpredictable factor I cant account forsince the company doesnt reveal subscription lengthsis the extent to which shifting GLP-1 fulfillment from 503B to 503A facilities will drag on revenue. Smaller shipments"
X Link 2025-08-18T03:37Z [----] followers, [---] engagements

"@paulcerro The difference between $HIMS and Ro is staggering to me too. 😬 wen podcast"
X Link 2025-08-21T20:07Z [----] followers, [----] engagements

"$HIMS -No wholesale (8-10M) -No Zava (25M+) -No 503B -- 503A revenue headwind adjustment. 👀"
X Link 2025-08-24T00:32Z [----] followers, 22.4K engagements

"@himshouse HIMSHOUSE is so back Make HIMS House Bullish Again (#saynotobearside)"
X Link 2025-08-26T17:43Z [----] followers, [----] engagements

"Does anyone know if @paulcerro has posted a summary of today's Eli Lilly vs Mochi lawsuit/trial and how it went Surely it would have implications to investments he's short/long in. ( $HIMS / $WW) I'll happily subscribe to his motley fool newsletter if he's summarized it. I'm no expert on the matter like Paul is but I'm hearing that the judge all but told Eli Lilly's lawyers (don't quote me): [--]. "Compounded tirz patients are not Eli Lilly's patients." [--]. "Reddit is not evidence" [--]. "You've provided no proof that compounded tirz is either less safe or less effective" [--]. "If you don't like what"
X Link 2025-08-29T02:16Z [----] followers, 43.7K engagements

"$IREN earnings call reviews are starting to trickle in. 👀"
X Link 2025-08-29T22:38Z [----] followers, 27.2K engagements

"$HIMS Update: Reminder this projected revenue is only Online Revenue. Does not include: + No wholesale (8-10M) + No Zava (25M+) - No adjustment for less revenue per order (503B - 503A)"
X Link 2025-08-30T23:42Z [----] followers, 26K engagements

"$HIMS Does anyone know if Paul has yet provided his summary of the most recently Lilly vs Willow case (today) - I'd love a link to his yahoo message board if anyone has it. Again I'll defer to Paul's expertise on the matter but I'm hearing that Lilly had another rough day at the office today. A different judge (once again) told them (don't quote me): [--]. You haven't proven that personalized tirzepatide is unsafe. [--]. A compounded tirzepatide patient is NOT your patient Stop trying to claim compounded patients as Lilly's to claim damages. [--]. A personalized dose doesn't have to be"
X Link 2025-09-02T20:09Z [----] followers, 17.6K engagements

"$HIMS Update: [--] months of Q3 in the books. Reminder this projected revenue is only Online Revenue. Does not include: + No wholesale (8-10M) + No Zava (25M+) - No adjustment for less revenue per order (503B - 503A fulfilment)"
X Link 2025-09-07T15:37Z [----] followers, 28.4K engagements

"Is the $HIMS Meta ads blitz having in impact in the marketplace vs their main competitor Ro Serena Williams vs Don Brady You be the judge"
X Link 2025-09-12T02:08Z [----] followers, [----] engagements

"$HIMS Update: [--] months + [--] week of Q3 in the books. Reminder this projected revenue is only Online Revenue. Does not include: + No wholesale (8-10M) + No Zava (25M+) - No adjustment for less revenue per order (503B - 503A fulfilment) Sometime this coming week I'll be making a post about how this model works and the relationship between this sample (CC) and total revenue"
X Link 2025-09-15T01:40Z [----] followers, 11K engagements

"This is expected The sexual health category is going through a transformation. $HIMS is no longer marketing their sexual health products to the transitory high churn "wham bam thank you ma'am" on-demand subscriber. It's ultra competitive going after this type of subscriber and you're competing with many telehealth and every gas station in the US (lol). That subscriber is high in quantity but low in quality. HIMS is now marketing to a lower quantity but much higher quality and far stickier subscriber that may want to take a daily pill but also treat their their ED with hair loss etc. Lower"
X Link 2025-09-15T17:01Z [----] followers, [----] engagements

"This entire tweet is just empty words. Zero analysis zero reasoning and this entire tweet could have been made literally at any point in time (and in fact he has made this exact point about some of these stocks 100% ago). "These winners have run a lot may I interest you in these losers instead. Losers do better in a draw down" is a terrible take"
X Link 2025-09-20T16:32Z [----] followers, [----] engagements

"$HIMS update: [--] months [--] days into Q3. I decided to add a new Projected Revenue line that includes Zava/Wholesale to the Online revenue projection (+$35M). Neither line includes the headwind of no longer fulfilling GLP1 orders through the 503B"
X Link 2025-09-21T05:59Z [----] followers, [----] engagements

"@EndicottInvests Nate passing my $IREN yacht by"
X Link 2025-09-22T16:56Z [----] followers, [----] engagements

"@AlexSchettino @RealJimChanos Here I'll make it easy for him:"
X Link 2025-09-22T23:24Z [----] followers, [---] engagements

"$HIMS update: [--] months [--] days into Q3. 🧐"
X Link 2025-09-27T19:41Z [----] followers, [----] engagements

"$IREN [--] Buys [--] Hold [--] Sell (lol) Still very lightly covered. This will change quickly"
X Link 2025-09-29T18:37Z [----] followers, [----] engagements

"Let me just say this once: (In CAPS so those in the back can hear me) HIMS IS NOT A PHARMACY. HIMS IS A (VIRTUAL) DOCTOR. (no man will every actually have this thought run through their head: "Man my junk has sure gone limp I'd like to do something about it. Let me consult my TrumpRx doctor")"
X Link 2025-09-30T17:48Z [----] followers, [----] engagements

"Another former $HIMS long who doesn't know his own investment. If anyone for one second thinks that $HIMS has become the leader in telehealth because of "lower prices" then you don't understand your investment. If anyone for one second thinks that $HIMS is in the business of filling prescriptions like CVS Walgreens or now TrumpRx then you really don't understand your investment. Boner pills have been available for cheaper (in fact for a fraction of the cost) than what $HIMS has been pricing theirs at since day [--]. No one who wants to get treated for the ED will think to themselves "CVS or"
X Link 2025-10-01T20:39Z [----] followers, [----] engagements

"@JuveCapital Eric doesn't know what he's talking about"
X Link 2025-10-02T01:10Z [----] followers, [----] engagements

"@AndrewDudum 🥶 A COO losing their role within [--] months of their hiring isn't a good look. Setting up a "new advisory role" is how you fire someone without spooking the streets. Let's hope the street doesn't see right through it. What is going on at $HIMS @NighthawkTradez"
X Link 2025-10-02T20:34Z [----] followers, [----] engagements

"@IREN_Ltd @danroberts0101 IREN's really stepped up their communications game. Thanks team"
X Link 2025-10-03T15:42Z [----] followers, [----] engagements

"$IREN Arete Research (Andrew Beale) updated their PT from $78 to $85 just [--] days later after just recently initiating coverage"
X Link 2025-10-04T03:01Z [----] followers, 55K engagements

"$IREN [--] bank syndicate lead or co-managed the raise. Of the [--] only [--] currently cover IREN (Cantor Canaccord Macquarie ) It's fairly likely there will be new coverage coming from those that don't currently cover IREN. Surely the syndicate (all 7) would want alignment with IREN's capital markets and equity story. New price targets incoming 👀"
X Link 2025-10-09T14:50Z [----] followers, 12.3K engagements

"$HIMS Q3 final numbers. Didn't exactly close out the month with strength*. Grain of salt: This is probably the hardest quarter to model to date because of the new Zava revenue stream and the GLP-1 fulfillment changes (i.e. "less revenue per order"). With that said the linear regression analysis is the linear regression analysis and below are the data. (Model is also predicting: 190-195M of GLP-1 sales for the quarter)"
X Link 2025-10-12T23:09Z [----] followers, 13.1K engagements

"$IREN Most recent $IREN convertible is off to a strong start: - Trading above issue (105.5 vs 100) implies strong demand - Yield being negative implies investors prefer the exposure to IREN's equity upside (conversion option) Nothing we (investors) didn't already know but it's validation of the confidence smart money has in IREN's AI expansion plans and the cards they hold. 🐂🐂🐂🐂🐂"
X Link 2025-10-13T01:59Z [----] followers, 32.9K engagements

"@IREN_Ltd Congrats team Now let's buy [-----] GB300's for Horizon [--]. (plus others)"
X Link 2025-10-14T20:15Z [----] followers, [----] engagements

"It was a [--] bank syndicate that worked on the convertible note for $IREN. Only [--] of them cover $IREN now [--] don't. Cantor is the first to update their price target or initiate coverage. Cantor: $55 (9/22) - $100 (10/14) ✅ Macquarie: $55 (10/9) Canaccord: $42 (9/15) Citi: Goldman: Jeffries: Moelis: Who's next 👀 https://x.com/_Sgr_A_Star/status/1976299235370017187 https://x.com/_Sgr_A_Star/status/1976299235370017187"
X Link 2025-10-15T00:24Z [----] followers, 24.1K engagements

"On a per MW per year basis: Revenue: $10M / MW / year Colocation: $2.28M / MW / year Compute: $4.23M / MW / year The revenue per mw is in line with what $IREN is guiding (500M across 50MW = $10M per). The colocation costs are also in line with the 2M/MW/year deals that are being signed across the industry. Based on their GB300s purchase IREN's compute costs ($5M+ / MW / year) seem to be higher than $ORCL's. It does make sense that on volume alone $ORCL would get more favorable terms. Hopefully as volume increases IREN will start saving that extra 20% cost on compute"
X Link 2025-10-16T19:45Z [----] followers, [----] engagements

"$HIMS [--] days in to Q4 checkpoint. I will add guidance range after the Q3 earnings call and once HIMS shares it. Will also add consensus revenue as more analysts update their Q4 models. - As a reminder the company told us that the 503B -- 503A GLP-1 fulfillment issue that was a headwind in Q3 would start being a tailwind in Q4. - New menopause and TRT will have most of the quarter to gain traction. Thoughts 👇"
X Link 2025-10-18T18:08Z [----] followers, [----] engagements

"$IREN Update Another bank from the [--] bank syndicate has updated their price target on $IREN. This time Canaccord. Cantor: $55 (9/22) - $100 (10/14) ✅ Macquarie: $55 (10/9) Canaccord: $42 (9/15) - $67.98 (10/15) ✅ Citi: Goldman: Jeffries: Moelis: Who's next 👀 (BTIG: not on the syndicate also updated from $32 to $75) https://x.com/_Sgr_A_Star/status/1976299235370017187 https://x.com/_Sgr_A_Star/status/1976299235370017187"
X Link 2025-10-18T18:23Z [----] followers, 14.5K engagements

"Let's hope so. I expect their next ARR update once they contract the most recent 12.4K GPU purchase to be significantly above 500M. Their current guidance is " on track to achieve 500M ARR". At 500M ARR this is the payback for that batch: 674M / (275M * .98) = [---] year payback period. ARR would have to be 569M for the payback period to equal [--] years for this batch. 674/(344M*.98) = [--] year payback. https://twitter.com/i/web/status/1981044730445402560 https://twitter.com/i/web/status/1981044730445402560"
X Link 2025-10-22T17:07Z [----] followers, [---] engagements

"$IREN Update Another bank from the [--] bank convertible bond syndicate has updated their price target on $IREN. This time Macquarie. Cantor: $49 (9/22) - $100 (10/14) ✅ Macquarie: $55 (10/9) - $86 (10/22) ✅ Canaccord: $42 (9/15) - $67.98 (10/15) ✅ Citi: Goldman: Jeffries: Moelis: Who's next 👀 (B. Riley Securities also reiterated their buy recommendation and updated their price target from $29 to $74)"
X Link 2025-10-22T20:01Z [----] followers, 66.3K engagements

"$IREN short interest took a steep upward climb in yesterday's update. Now close to 20% of the float is short up close to 13M shares in the latest update now up to 48M+ shares short. Curious to see whether the shorts tripled down on the dip down or whether they covered any. Playing with 🔥🔥"
X Link 2025-10-26T01:07Z [----] followers, 23.7K engagements

"$HIMS Update Time Updated projected revenue for Q4. - I will include guidance after the Q3 earnings call once the company provides it. I will also add the consensus guidance as more analysts model out their Q4. -Whatever headwind Q3 revenue saw/will see from the 503B to 503A GLP-1 fulfillment changes will be a tailwind in Q4. Note: Unlike the last couple quarters of showing weakness towards the latter end of the quarter I expect the opposite this quarter. Q4 will have [--] new vertical launches that will gain traction throughout the quarter that were not in the revenue base in 4Q24 (TRT HRT)."
X Link 2025-10-26T20:05Z [----] followers, 12.7K engagements

"$HIMS Thought I'd share an update on the $HIMS vs Ro capture of Sales and Customers between the two. Data is through end of September. Is Serena Charles Barkley and Druski taking share At what cost (CAC) Thoughts"
X Link 2025-10-31T00:46Z [----] followers, [----] engagements

"Yes 23k GPUs are priced-in right now with 77K GPUs left to be priced-in in the first phase of their CSP growth. November 6th sounds like as good a day as any to start disclosing the next batches of those 77k. $2B in cash have to be burning a hole in their pockets. Money has to be spent"
X Link 2025-10-31T01:42Z [----] followers, [----] engagements

"@stanverrett @Dodgers"
X Link 2025-11-02T05:15Z [----] followers, [----] engagements

"$IREN One new price updates today Cantor Fitzgerald updated their price target to $142. 🤯 (Bernstein reiterated theirs at $75)"
X Link 2025-11-03T14:27Z [----] followers, [----] engagements

"$IREN Roth Capital updates their price target from $82 to $94 and maintains their "Buy" recommendation. Re-rating season incoming. 👀"
X Link 2025-11-03T20:02Z [----] followers, [----] engagements

"$IREN Looks like Bernstein updated their model today and re-crunched their numbers and immediately were like 😱 So they reiterated their 'Buy' recommendation and updated their price target to $125 September: $20 October: $75 November: $125 What's it going to be in December ("Immediate" Expansion Potential of Horizon 5-10)"
X Link 2025-11-05T03:56Z [----] followers, 71.8K engagements

"$IREN Cantor Fitzgerald reiterated their "Overweight" recommendation after the earnings call but interestingly lowered their price target from $142 to $136"
X Link 2025-11-07T03:11Z [----] followers, 16.8K engagements

"$IREN Michael Donavan at Compass Point has reiterated their "Buy" recommendation and updated their price target from $50 to $100. September: $23 September: $50 November: $105 These price targets are moving FAST - just as fast as the company's ARR"
X Link 2025-11-07T18:34Z [----] followers, [----] engagements

"$IREN On cloud nine 🚨🚨🚨 Macquarie has reiterated their "Outperform" recommendation and updated price target from $86 to $95. 🚀🚀🚀"
X Link 2025-11-07T18:57Z [----] followers, 36.5K engagements

"$IREN TOTY. Tweet Of The Year. $IREN's [--] : 👉 . https://t.co/87uV6V0wOZ $IREN's [--] : 👉 . https://t.co/87uV6V0wOZ"
X Link 2025-11-10T04:08Z [----] followers, 23.5K engagements

"$IREN Joe Vafi at Canaccord Genuity has reiterated their $IREN Buy recommendation and updated their price target from $42 to $70. The analyst re-rating continues"
X Link 2025-11-10T17:17Z [----] followers, [----] engagements

"$IREN $CRWV This Coreweave earnings call reminds me of @danroberts0101's "Groundhog Day" comment from the Q2 earnings call. Dan Roberts: The second element is I feel like it's Groundhog Day. We're back in this world and it takes me back to Bitcoin mining where every man and their dog promises certain amounts of capacity online by a certain date and no one does it. No one hits the schedules everyone revises them downwards stretches them out cost blowouts et cetera because the real world's hard. Dealing with large scale infrastructure projects large scale workforces complex project delivery"
X Link 2025-11-10T23:03Z [----] followers, 89.3K engagements

"And this was his answer to a call about about penalties on timeline deliveries during the Q3 call: Dan Roberts: There's always a penalty whatever you do in life if you don't do what you promise you're going to do. So we're very comfortable with the contractual tolerances that have been negotiated the expected dates versus contractual penalties and other consequences. I can't comment more specifica ly beyond that on this cal. But the other thing I would reiterate is we have never ever missed a construction or commissioning date in our life as a listed company. So I think you can take a lot of"
X Link 2025-11-10T23:09Z [----] followers, [----] engagements

"$HIMS [--] days down into Q4 this is how the quarter is trending: It seems the company became much less transparent with their results in this earnings call. They didn't share insight into what Zava revenue may have been nor did they provide insight to back into GLP-1 revenue. All of that makes it much more difficult to model a quarter's performance based CC sales specially since we Zava sales don't appear in this data and they didn't disclose any revenue details from that category. The best way to track Q4's performance will be to compare it against last year but also against 25Q3. YoY Growth:"
X Link 2025-11-11T19:02Z [----] followers, [----] engagements

"$HIMS Short Interest. Looks like the $HIMS shorts are septupling down. Back to over $70M shares short or 34% of the float. The squeeze that never came"
X Link 2025-11-11T20:20Z [----] followers, 44.1K engagements

"$IREN Short Interest Increased again. Now close to 54M shares short and 22% of the float. Interesting (this last data point is before the MSFT deal)"
X Link 2025-11-11T22:36Z [----] followers, 29.1K engagements

"@mikealfred He milked the semianalysis thing again 😂"
X Link 2025-11-11T23:27Z [----] followers, 29.5K engagements

"@mikealfred By my count [--] "unbiased" analysts lowered their CRWV price target in the last two days Yikes"
X Link 2025-11-11T23:39Z [----] followers, [----] engagements

"@NighthawkTradez How $HIMS looks to me at $38"
X Link 2025-11-12T19:15Z [----] followers, [----] engagements

"I know you're not asking me but this is how I see the ARR for IREN in [----] based on their current guidance(s). 225M by end of [----] (1/2 PG) 985M by end of Q1 [--] (PG + Horizon 1) 1790M by end of Q2 [--] (PG + Horizon 1-2 + 1/3 CF and Mac) 2595M by end of Q3 [--] (PG + Horizon 1-3 + 2/3 CF and Mac) 3400M by end of Q4 [----] (PG + Horizon 1-4 + CF and Mac) https://twitter.com/i/web/status/1997206402486734991 https://twitter.com/i/web/status/1997206402486734991"
X Link 2025-12-06T07:28Z [----] followers, [---] engagements

"@Viniciu32103530 What is your math for $635M to $650M"
X Link 2025-12-23T18:22Z [----] followers, [---] engagements

"I understand your reasoning but outside of #4 all that data should be showing up in this sales sample. My projection couldn't account for Zava outperforming in Q4 vs Q3.but all the #1-3 would be reflected in this data and as of now is not showing 35M-50M more revenue than Q3. I suppose if Zava in Q4 does 35M-50M more in revenue than ir did in Q3 it could. But that's highly highly unlikely"
X Link 2025-12-23T18:33Z [----] followers, [---] engagements

"@NighthawkTradez Is it going to air in 180P also (Make Pixels Great Again)"
X Link 2026-01-29T17:14Z [----] followers, [---] engagements

"@scludweed And nothing has even happened yet The real traction in the business starts now (2026). I expect cloud revenue to go from. 2Q25A: 7.2M 3Q25E: 32M 1Q26E: 150M 2Q26E: 348M 3Q26E:553M 4Q26E: 758M If [----] was a bull-ride [----] is going to be a rollercoaster"
X Link 2025-12-31T22:30Z [----] followers, [---] engagements

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