@emilhartela Avatar @emilhartela Emil Hartela

Emil Hartela posts on X about $haypp, $tem, watch, growth the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 20% stocks 15% exchanges 6% countries 4% fashion brands 3% technology brands 3% currencies 3% luxury brands 2%

Social topic influence $haypp #5, $tem #74, watch 15%, growth 13%, in the 13%, ai 11%, $tpb 11%, strong 9%, nasdaq #1485, deep 6%

Top accounts mentioned or mentioned by @hcapinvesting @tintincapital @mvcinvesting @tickerplus @ehacc @ragingbullcap @leabbefaria @real__balotelli @joinyellowbrick

Top assets mentioned Tempus AI, Inc. (TEM) Recursion Pharmaceuticals, Inc. (RXRX) Nebius Group N.V. Class A Ordinary Shares (NBIS) Nokia Corporation (NOK) NorthWestern Corporation (NWE) Hims & Hers Health, Inc. (HIMS) Lululemon Athletica Inc (LULU) Alphabet Inc Class A (GOOGL) Philip Morris International Inc. (PM) British American Tobacco (BTI) CRISPR Therapeutics AG (CRSP) Palantir Technologies Inc. (PLTR)

Top Social Posts

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

"👀Tempus Announces Preliminary Fourth Quarter and Full Year [----] Results January [--] [----] CHICAGO--(BUSINESS WIRE)--Jan. [--] 2026-- Tempus AI Inc. (NASDAQ: TEM) a technology company leading the adoption of AI to advance precision medicine today announced select preliminary unaudited results for the fourth quarter and full year ended December [--] [----]. Full Year [----] Select Preliminary Unaudited Financial Results Revenue of $1.27 billion representing 83% growth year-over-year including 30% organic growth (excluding Ambry) Diagnostics revenue of $955 million representing 111% growth year-over-year"
X Link 2026-01-11T22:21Z [---] followers, [----] engagements

"$TEM 👀Reported preliminary unaudited Data and application revenue of $316 millionfor the full year [----] representing 31% year-over-year growth with Insights (data licensing) growing 38% [----] Net revenue retention of 126% CHICAGO--(BUSINESS WIRE)--Jan. [--] 2026-- Tempus AI Inc. (NASDAQ: TEM) a technology company leading the adoption of AI to advance precision medicine today announced a record Total Contract Value (TCV) of $1.1 billion as of December [--] [----]. During [----] Tempus signed data agreements with over [--] customers spanning both large and mid-sized pharma including AstraZeneca"
X Link 2026-01-11T22:35Z [---] followers, [----] engagements

"$TEM CHICAGO--(BUSINESS WIRE)--Jan. [--] 2026-- Northwestern Medicine and Tempus AI Inc. (NASDAQ: TEM) are collaborating to expand access to genomic testing for Northwestern Medicine cancer patients. The goal is to provide nearly every patient across cancer types including patients with early-stage cancer diagnoses access to genomic testing. Patients will benefit from a deeper understanding of their unique cancer enabling clinicians to deploy tailored effective treatments. The collaboration with Tempus will substantially augment our existing precision oncology capabilities. Northwestern"
X Link 2026-01-12T12:08Z [---] followers, [---] engagements

"$TEM Tempus AI is dropping key announcements ahead of the JPM Healthcare Conference; the Northwestern Medicine pilot expansion signals real validation of their end-to-end vertical healthcare AI vision; release tone is notably more optimistic than prior quarters especially around AI and data; strong contract value retention reinforces pharma buy-in and the value of Tempus data. Overall sentiment and validation look materially more bullish than the Q3 information flow. https://twitter.com/i/web/status/2010688283353755781 https://twitter.com/i/web/status/2010688283353755781"
X Link 2026-01-12T12:20Z [---] followers, [---] engagements

"https://www.emilhartela.com/p/haypp-watch-q4-revenue-predictionr=darsa&utm_campaign=post&utm_medium=web https://www.emilhartela.com/p/haypp-watch-q4-revenue-predictionr=darsa&utm_campaign=post&utm_medium=web"
X Link 2026-02-10T12:08Z [---] followers, [---] engagements

"Is $Haypp quietly setting up for a re-rating Q4 update model review and what Im watching next Haypp Watch: Q4 Delivered; Real Growth Confirmed https://t.co/kn4Oyko8QM Haypp Watch: Q4 Delivered; Real Growth Confirmed https://t.co/kn4Oyko8QM"
X Link 2026-02-13T09:34Z [---] followers, [---] engagements

"The stock pulled back. The business just hit a new revenue ATH. $HAYPP Haypp Watch: Q4 Delivered; Real Growth Confirmed https://t.co/kn4Oyko8QM Haypp Watch: Q4 Delivered; Real Growth Confirmed https://t.co/kn4Oyko8QM"
X Link 2026-02-13T09:35Z [---] followers, [----] engagements

"Found a novel $Haypp sentiment indicator; jumped from #81 to #34 in rising finance. [--] rising in finance 💪 soon no [--] as $Haypp picks up steam https://t.co/TGjL3O4WPx [--] rising in finance 💪 soon no [--] as $Haypp picks up steam https://t.co/TGjL3O4WPx"
X Link 2025-11-10T10:38Z [---] followers, [----] engagements

"Im cautious with words like beat but the data Im tracking for Haypp leans positive for Q4. Read my latest $Haypp revenue prediction below. Haypp Watch: Q4 Revenue Prediction https://t.co/xNbwLSzraa Haypp Watch: Q4 Revenue Prediction https://t.co/xNbwLSzraa"
X Link 2026-01-07T10:58Z [---] followers, [----] engagements

"Tempus AIs preliminary Q4 print reads meaningfully more bullish than Q3: accelerating volumes strong diagnostics momentum and record data revenue. The next few months look interesting; $TEM could start picking up speed again. 👀Tempus Announces Preliminary Fourth Quarter and Full Year [----] Results January [--] [----] CHICAGO--(BUSINESS WIRE)--Jan. [--] 2026-- Tempus AI Inc. (NASDAQ: TEM) a technology company leading the adoption of AI to advance precision medicine today announced select preliminary 👀Tempus Announces Preliminary Fourth Quarter and Full Year [----] Results January [--] 2026"
X Link 2026-01-11T22:23Z [---] followers, [---] engagements

"Quick $HAYPP update. Web traffic hit an ATH in January; strength across all brands. Earnings out this Friday. Revenue is the key variable to watch. Most major Q4 [----] news is already known; heavy US investments imply margin pressure in coming quarters. The stock has already come down largely on margin fears if sentiment is read correctly. What matters now is where revenue growth actually comes from. The ZYN returns true impact on US sales remains unclear; Sweden is another open question. Is traffic translating into durable growth or is there an anomaly Full thoughts on my Substack; worth"
X Link 2026-02-10T12:08Z [---] followers, [---] engagements

"Haypp Watch: Q4 Delivered; Real Growth Confirmed https://open.substack.com/pub/emilhartela/p/haypp-watch-q4-delivered-real-growthr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/emilhartela/p/haypp-watch-q4-delivered-real-growthr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-13T09:30Z [---] followers, [----] engagements

"Updated my Haypp deep dive. ZYN is back France is banning and the US story is only getting bigger. Thesis intact valuation range widened. $HAYPP https://t.co/Z4kR1Thw4K https://t.co/Z4kR1Thw4K"
X Link 2025-09-24T13:22Z [---] followers, [----] engagements

"https://open.substack.com/pub/emilhartela/p/execution-memo-no-11-new-positionr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/emilhartela/p/execution-memo-no-11-new-positionr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-10T12:38Z [---] followers, [---] engagements

"https://t.co/REUQNAXD8g https://t.co/REUQNAXD8g"
X Link 2026-02-10T12:40Z [---] followers, [---] engagements

"Year-end report 2025: Accelerating topline signals strong momentum into 2026; Haypp in pole position to leverage continued nicotine pouch growth in the US and Europe Press release [--] February [----] October December [----] Net sales increased by [--] per cent to a new quarterly high of SEK 1052.2mn (915.2). In constant currency net sales increased by [--] per cent. [--] per cent volume growth in the nicotine pouch category during the quarter. The gross margin amounted to [----] per cent (17.1). Adjusted EBITDA amounted to SEK 57.3mn (56.7) corresponding to an adjusted EBITDA margin of [---] per cent (6.2)."
X Link 2026-02-13T06:46Z [---] followers, [---] engagements

"$Haypp Group; Q4 [----] webcast notes (13 Feb 2026) Impressions before the call Revenue looked like a beat; weak net margin was already known; growth is clearly being signaled. Management highlights Gavin Gross profit up 29% YoY. US volume up 35%. More US competition ahead; management frames this as a healthier long term landscape for Haypp. More US states adding taxes; expected; can be beneficial because higher shelf prices push consumers to search for cheaper options including online. Near term focus is sharpening the axe in the US; retention and execution; then leaning harder into growth. US"
X Link 2026-02-13T08:52Z [---] followers, [---] engagements

"My Q4 revenue model vs reality. Market poll at [----]. Actual at [----]. Full walkthrough 👇 Haypp Watch: Q4 Delivered; Real Growth Confirmed https://t.co/kn4Oyko8QM Haypp Watch: Q4 Delivered; Real Growth Confirmed https://t.co/kn4Oyko8QM"
X Link 2026-02-13T09:32Z [---] followers, [---] engagements

"US scaling. Core profitable. Emerging volatile. Which segment did I get wrong Full post on $HAYPP 👇 Haypp Watch: Q4 Delivered; Real Growth Confirmed https://t.co/kn4Oyko8QM Haypp Watch: Q4 Delivered; Real Growth Confirmed https://t.co/kn4Oyko8QM"
X Link 2026-02-13T09:36Z [---] followers, [---] engagements

"KH koneet EV est: [--] mil - [---] mil Indoor group EV est net to $KHG: [--] mil [----] mil debt: [--] mil if indoor group get sold for a fair price the stock could double. $KHG is also a potential acquisition target. + Web traffic for KH koneet looks good"
X Link 2023-07-11T13:59Z [---] followers, [---] engagements

"$HAYPP Groups Q3 webcast is this Thursday Nov [--] at 9:00 CET. I've done multiple revenue estimations landing between 1.00B and 1.045B SEK. My latest is 1.014B SEK refined using active customer data. Key risk: order size volatility especially after the US summer spike. Revenue could end up between 1.01B and 1.02B SEK but swings in value per customer add uncertainty. If someone else has an estimate I'd be thrilled to hear it If youre new to $HAYPP check out the thread below👇 Cant stop buying $HAYPP. Seeing everyone around me using different nicotine pouches in a more mature market like Finland"
X Link 2024-11-04T13:10Z [---] followers, [----] engagements

"@Tintincapital Interested to hear your main reason for selling $HAYPP: is it more about fear of the overall stock market or specific risks tied to $HAYPP itself"
X Link 2024-11-18T17:54Z [---] followers, [---] engagements

"Both FRE and ALP are performing well in web traffic. If $TPB and Tucker can significantly grow these brands $TPB could become a pure play on nicotine pouches over time. Currently they represent a small part of $TPB but could quickly become a substantial portion of sales. Don't know how I missed this: $TBP is in a joint venture with Alp Pouch and has their own FRE Pouch brand. Their traditional tobacco products are generating strong cash flow making the company seem undervalued on a FCF basis. The stock has risen a lot this year but could still Don't know how I missed this: $TBP is in a joint"
X Link 2024-12-10T19:16Z [---] followers, [----] engagements

"$HAYPP capital markets day on [--] april"
X Link 2025-02-13T07:36Z [---] followers, [---] engagements

"Turns out deepseek increased demand for $NBIS after all. The 40% deepseek dip was an insane buying opportunity. Despite DeepSeeks radical cost slash we wont need 90% fewer servers. Future emulated mindswith heavier memory self-improvement loops and built-in randomnesswill demand 100x more capacity. If DeepSeek can do this with fewer params imagine bigger models. $NBIS stands to https://t.co/xvcvVcje9f Despite DeepSeeks radical cost slash we wont need 90% fewer servers. Future emulated mindswith heavier memory self-improvement loops and built-in randomnesswill demand 100x more capacity. If"
X Link 2025-02-20T14:38Z [---] followers, [---] engagements

"This feels blown out of proportion. MSFTs $80B FY25 AI infra plan dwarfs this tweak. Even if its a strategy shift why trust their outlook They laughed at iPhones for no keyboards. NBIS sell-off is weirdless MSFT spending could boost $NBIS in this massive growth market. https://www.reuters.com/technology/microsoft-shelves-ai-data-center-deals-sign-potential-oversupply-analyst-says-2025-02-24/ https://www.reuters.com/technology/microsoft-shelves-ai-data-center-deals-sign-potential-oversupply-analyst-says-2025-02-24/"
X Link 2025-02-24T15:41Z [---] followers, [----] engagements

"Closed my small $HIMS short. Earnings look solid Shorted due to wild Q4 rev hype like (510) GLP-1 uncertainty & high stock comp. Great company but sentiment was off. Interesting time to get back in"
X Link 2025-02-24T21:32Z [---] followers, [---] engagements

"Your point on M2 not driving asset performance is interesting but how do we explain inflation being lower than M2 growth while equities and bonds keep rising Using the Fisher Equation (MV = PT) changes in M2 should impact prices or transactions but M2 velocity (V) has slowed significantlylikely because capital is flowing into less liquid assets like equities and bonds (as seen in FRED data and FXEmpire analysis). This ties up money reducing its circulation in the real economy keeping consumer inflation low while inflating asset prices. Isnt this velocity slowdown the missing link Dual-axis"
X Link 2025-02-26T17:04Z [---] followers, [---] engagements

"$Haypp web traffic looks like it just hit an all-time high. Why that matters: If this pace holds Q3 could be their best quarter ever. ZYN still isnt back; its return could instantly add 10% to sales. That points to [----] MSEK revenue in Q3 and possibly 1200+ MSEK in Q4. Were only halfway through the quarter so the data could soften; but if it holds or improves H2 could be very strong. Almost a year ago I wrote a long thread on $HAYPP. Since then the stock has been anything but boring; a 50% drawdown followed by a 200% rally. Volatile price aside my conviction in the business has only grown."
X Link 2025-08-13T18:55Z [---] followers, [----] engagements

"Ive started moving my research onto Substack. First up: $Haypp deep dives and monthly tracking; but thats just the beginning. Over time Ill cover more companies and bigger market themes. Its free to follow along. https://substack.com/@emilhartela https://substack.com/@emilhartela"
X Link 2025-08-19T12:47Z [---] followers, 26K engagements

"Just published a short write-up on $Haypp. A full deep dive is coming soon along with regular web traffic updates. Follow my Substack to get it first. Ive started moving my research onto Substack. First up: $Haypp deep dives and monthly tracking; but thats just the beginning. Over time Ill cover more companies and bigger market themes. Its free to follow along. https://t.co/8hHozfQ5Qf https://t.co/yx24JkVDko Ive started moving my research onto Substack. First up: $Haypp deep dives and monthly tracking; but thats just the beginning. Over time Ill cover more companies and bigger market themes."
X Link 2025-08-19T12:51Z [---] followers, [----] engagements

"Ill be publishing monthly web trafficbased updates on $Haypp Group plus other thoughts around the company. Follow my Substack to get them link in bio. Just published a short write-up on $Haypp. A full deep dive is coming soon along with regular web traffic updates. Follow my Substack to get it first. https://t.co/WScMaFORQl Just published a short write-up on $Haypp. A full deep dive is coming soon along with regular web traffic updates. Follow my Substack to get it first. https://t.co/WScMaFORQl"
X Link 2025-08-19T12:54Z [---] followers, [----] engagements

"In addition to Haypp Watch where I share web traffic trends and predictions for $Haypp; Im launching Execution Memos covering my own investments trading and market views. Execution Memo 1: $LULU; why Google Trends data may be corrupted; and my latest $HAYPP moves"
X Link 2025-08-23T12:21Z [---] followers, [----] engagements

"Heres my latest short write-up on $TPB; one of the few nicotine pouch plays with real odds of becoming a pure play in the not-too-distant future. Strongly recommend all $HAYPP $PM and $BTI investors take a look"
X Link 2025-08-24T09:18Z [---] followers, [----] engagements

"This is why $Haypp is investing heavily in the US and adding more people to the team there. The opportunity is enormous. Look at Sweden in 2023: [---] billion nicotine pouches sold Population around [----] million about [---] pouches per person per year (roughly [--] cans) At $3.80 per can that equals a $419 million market Haypp controls about 33% of this = $138 million in revenue Now apply that same maturity to the US with [---] million people: [---] pouches per person = [----] billion pouches [---] billion cans At $3.80 per can the market would be worth $13.2 billion At 33% share Haypps revenue could reach"
X Link 2025-08-25T12:07Z [---] followers, [----] engagements

"@mvcinvesting $HAYPP"
X Link 2025-08-25T12:21Z [---] followers, [----] engagements

"$HAYPP up today without any clear news; maybe info leaking about Zyn coming back in stock Or a reaction to PM's new warehouse signaling excess Zyn supply"
X Link 2025-08-29T12:00Z [---] followers, [----] engagements

"Or maybe the stock is just tracking web traffic like I wrote about last week 👇 $HAYPP https://www.emilhartela.com/p/haypp-watch-july-2025r=darsa $HAYPP up today without any clear news; maybe info leaking about Zyn coming back in stock Or a reaction to PM's new warehouse signaling excess Zyn supply https://t.co/iCmWpgyn6a https://www.emilhartela.com/p/haypp-watch-july-2025r=darsa $HAYPP up today without any clear news; maybe info leaking about Zyn coming back in stock Or a reaction to PM's new warehouse signaling excess Zyn supply https://t.co/iCmWpgyn6a"
X Link 2025-08-29T12:05Z [---] followers, [----] engagements

"$HAYPP My first deep dive is out. It is the longest write up I have done so far. Link below 👇"
X Link 2025-09-02T08:45Z [---] followers, [----] engagements

"The nicotine-pouch market is exploding; the boom is largely uncorrelated to the broad market especially tech; thats why I think $HAYPP is one of the best stocks to own. I just published a 10000-word deep dive. Check it out 👇 $HAYPP My first deep dive is out. It is the longest write up I have done so far. Link below 👇 https://t.co/Df4jV6rwTh $HAYPP My first deep dive is out. It is the longest write up I have done so far. Link below 👇 https://t.co/Df4jV6rwTh"
X Link 2025-09-02T19:43Z [---] followers, 14.6K engagements

"I got this strong feelin of impendin growth in biotech. Been trackin the sector for a while and Im gettin more and more hyped just lookin at it. Take CRISPR Therapeutics $CRSP - Casgevy alone could probably justify their entire market cap. Then Phase [--] pipeline: CTX112 CTX131 CTX310 CTX320 risk-adj with solid odds some go through long-term. Research adds more upside. With techbio hyperchargin the sector Id be surprised if we dont see new all-time highs for many biotech stocks in the next two years. Whys $CRSP so cheap https://twitter.com/i/web/status/1968735736519065715"
X Link 2025-09-18T17:55Z [---] followers, [----] engagements

"My latest Execution Memo is live. Netflix short +45% in 21h Nebius post-mortem (how I sold too early) Haypp Q3 setup Why biotech is setting up for mania Execution Memo No. [---] https://t.co/8LUmCxzd9y Execution Memo No. [---] https://t.co/8LUmCxzd9y"
X Link 2025-10-02T16:31Z [---] followers, [---] engagements

"Turning Point Brands has taken a breather while FRE and ALP keep compounding almost exponentially. The company has also moved from proof of concept to over a quarter of sales coming from nicotine pouches. Still looks bullish. $TPB Both FRE and ALP are performing well in web traffic. If $TPB and Tucker can significantly grow these brands $TPB could become a pure play on nicotine pouches over time. Currently they represent a small part of $TPB but could quickly become a substantial portion of sales. https://t.co/4WIlB7GvWJ Both FRE and ALP are performing well in web traffic. If $TPB and Tucker"
X Link 2025-10-06T14:46Z [---] followers, [----] engagements

"Great idea. My Substack $TPB pitch got a decent bit of attention so I think its time for a deeper dive. I still think $TPB looks like a really good deal here. The main reason its not fully priced in is probably a mix of low investor awareness and skepticism about the eventual size of the pouch market once it matures. I personally think the market ends up somewhere around $40B and a 10% share for $TPB long term feels very achievable. If that plays out its not hard to see the stock trading much higher than today. Feels like were at a bit of a tipping point now; nicotine pouches have proven"
X Link 2025-10-07T15:20Z [---] followers, [---] engagements

"Latest execution memo out 👇 $TPB https://t.co/nmD0I15dY3 https://t.co/nmD0I15dY3"
X Link 2025-10-07T16:03Z [---] followers, [----] engagements

"Groks new image generation from still photos is scary good. For now models like this might not add much to global productivity; but the underlying tech will. The same knowledge could power cell modeling drug discovery and breakthroughs in how we cure disease. $RXRX $TEM"
X Link 2025-10-12T16:53Z [---] followers, [----] engagements

"A bit of PEAD U.S. MNA interest and a clear AI-6G narrative; Nokia could re-rate fast. $NOK $NOK calls look interesting 🧐 $NOK calls look interesting 🧐"
X Link 2025-10-28T17:09Z [---] followers, [---] engagements

"Nokia does $20B in annual revenue and occasionally throws off solid cash flow. With NVIDIA stepping in the narrative shifts from legacy underperformer to AI-6G leader. If sentiment builds a $60B+ valuation wouldnt surprise me. $NOK"
X Link 2025-10-28T19:08Z [---] followers, [---] engagements

"$TEM $PLTR if one believes in the winner-takes-it-all dynamics of ai; where feedback loops accelerate faster than markets can price; then this logic could apply. pltrs rule of [--] = [---] tems = [--]. square that logic and you get an implied [------] b mcap for tem (vs [--] b today). not a forecast just napkin math in a world where loops logic"
X Link 2025-11-04T15:52Z [---] followers, [---] engagements

"My [---] calls look promising $TPB"
X Link 2025-11-05T14:04Z [---] followers, [---] engagements

"$TPB is so under-discovered that I wouldnt be surprised if the stock re-rated 100% after these earnings"
X Link 2025-11-05T14:07Z [---] followers, [---] engagements

"I wouldnt be surprised if $TEM ends up green today; the earnings were strong and once you start looking at it as a startup you quickly realize how much more valuable it can become long term"
X Link 2025-11-05T14:10Z [---] followers, [---] engagements

"$TPB is growing like crazy and already highly profitable. At this pace theyll be trading under [--] FCF in the not-too-distant future; unless we see a massive re-rate first. Today is only the beginning"
X Link 2025-11-05T14:29Z [---] followers, [---] engagements

"Bought more $TPB calls. It was up 26% pre-market and then faded to +3%. Ive been handed a second chance; was actually bummed earlier that my position was too small"
X Link 2025-11-05T16:10Z [---] followers, [---] engagements

"$TEM update https://t.co/pwERaRKvcm https://t.co/pwERaRKvcm"
X Link 2025-11-07T15:34Z [---] followers, [---] engagements

"$TEM is one of the harder companies to wrap your head around so Ill try to explain it as simply as possible. At its core Tempus runs oncology testing. They take samples; for example from a solid tumor; analyze them and based on results plus a massive historical dataset provide doctors with AI-driven insights on what treatments are most effective. In short: they help determine the best care path for each patient. But oncology alone doesnt justify a $10B valuation. If it were just an oncology diagnostics company youd probably value it closer to $68B. The real story is the optionality. Tempus"
X Link 2025-11-10T08:25Z [---] followers, [----] engagements

"Back in May I posted a revenue trajectory for $TPB. It urgently needs updating; theyre exceeding expectations by leaps and bounds. Modern oral already makes up over 30% of sales and full-year guidance was raised to $125130M far ahead of schedule. Heres a rough outline of where it could go in the coming years (napkin math): 2024: $360M (mostly legacy) 2025E: $495M (legacy +7% oral $130M) 2026E: $660M (legacy +7% oral $300M) 2027E: $870M (legacy +7% oral $450M) At a 30% EBITDA margin thats $260M EBITDA. Apply a [--] multiple $5.2B EV over [--] upside if execution continues. Even this path could turn"
X Link 2025-11-10T15:28Z [---] followers, [---] engagements

"They emphasize growth heavily; most external drags are gone or fixed the snus base is becoming a smaller issue ZYN is back grey-market exits are largely done no more surprises. Everything points to [----] being Haypps year. $Haypp Group intensifies growth efforts in US and UK announces Jonas Kolehmainen as the new COO Haypp Group sees significant growth opportunities in US and UK over the short and long-term. To best exploit these opportunities Haypp Group is intensifying its efforts and $Haypp Group intensifies growth efforts in US and UK announces Jonas Kolehmainen as the new COO Haypp Group"
X Link 2026-01-09T08:48Z [---] followers, [----] engagements

"Fair question. I only have two proper quarters so far so you are right to question the track record. That said I did correctly call the Q2 miss when roughly 90% expected flat YoY and I hit Q3 within 0.19%. Sample size is simply too small to draw strong conclusions; remains to be seen how it develops. https://twitter.com/i/web/status/2011794913583657157 https://twitter.com/i/web/status/2011794913583657157"
X Link 2026-01-15T13:37Z [---] followers, [--] engagements

"Investment idea: $CFR.SW (Richemont Group) owner of Cartier Van Cleef & Arpels Vacheron Constantin Jaeger-LeCoultre and more. Most brands are performing well excluding watches with many products trending and becoming more mainstream. While Richemont isnt my usual investment due to its size/diversification increasing liquidity (M2) and falling rates make it attractive. The setup reminds me of the post-COVID boom when crypto/stocks wealth drove luxury demand. Richemonts brands are closer to Herms level of luxury yet it trades at just a third of Herms' valuation with similar financials. If"
X Link 2024-12-09T13:31Z [---] followers, [---] engagements

"$CFR.SW exited my Christmas trade. Almost 50% in two months. Investment idea: $CFR.SW (Richemont Group) owner of Cartier Van Cleef & Arpels Vacheron Constantin Jaeger-LeCoultre and more. Most brands are performing well excluding watches with many products trending and becoming more mainstream. While Richemont isnt my usual https://t.co/RgouDPYoV5 Investment idea: $CFR.SW (Richemont Group) owner of Cartier Van Cleef & Arpels Vacheron Constantin Jaeger-LeCoultre and more. Most brands are performing well excluding watches with many products trending and becoming more mainstream. While Richemont"
X Link 2025-02-14T09:34Z [---] followers, [---] engagements

"Tickertrends is great for tracking Haypps websitesSnusbolaget haypp snusmarkt snuslaget snusnetto nettotobak vape globe nicokick northerer snus and snushjem. @tickerplus would it be possible to get all these websites under the same ticker $HAYPP when using the search function Right now you have to separately search for some of them. @E_H_acc Website traffic a bit slower but rest of the consumer search trends look solid $HAYPP https://t.co/uuVyxvUDPF @E_H_acc Website traffic a bit slower but rest of the consumer search trends look solid $HAYPP https://t.co/uuVyxvUDPF"
X Link 2025-02-26T13:14Z [---] followers, [----] engagements

"Theres almost no real discussion about Recursion Pharmaceuticals $RXRX here on X. I see it as a strong contender in the bio-silica race so I wrote up the basic pitch and how I look at the company and the emerging field. Next up: Tempus AI $TEM. Link in bio. ☝"
X Link 2025-08-28T13:07Z [---] followers, [----] engagements

"OpenAI should buy Tempus AI; the acquisition would disappear into their capex footprint. Introducing ChatGPT Health a dedicated space for health conversations in ChatGPT. You can securely connect medical records and wellness apps so responses are grounded in your own health information. Designed to help you navigate medical care not replace it. Join the Introducing ChatGPT Health a dedicated space for health conversations in ChatGPT. You can securely connect medical records and wellness apps so responses are grounded in your own health information. Designed to help you navigate medical care"
X Link 2026-01-08T09:07Z [---] followers, [---] engagements

"$HAYPP ZYN supply is back at Haypp via direct PMI supply. Likely to add 100m SEK in Q4 revenue. The real question: can they restart the ZYN engine Will lost customers return; or is there pent-up demand Web traffic will shed light next month at the latest. Ill be monitoring Nicokick and Northerner closely. https://twitter.com/i/web/status/1963685011535646762 https://twitter.com/i/web/status/1963685011535646762"
X Link 2025-09-04T19:26Z [---] followers, [----] engagements

"The latest $Haypp news is very positive; not just for renewed U.S. growth but because direct PMI supply should also support margins long term. $HAYPP ZYN supply is back at Haypp via direct PMI supply. Likely to add 100m SEK in Q4 revenue. The real question: can they restart the ZYN engine Will lost customers return; or is there pent-up demand Web traffic will shed light next month at the latest. Ill be monitoring $HAYPP ZYN supply is back at Haypp via direct PMI supply. Likely to add 100m SEK in Q4 revenue. The real question: can they restart the ZYN engine Will lost customers return; or is"
X Link 2025-09-04T19:37Z [---] followers, [----] engagements

"$HAYPP In my recent Haypp deep dive I pointed to ZYN supply as a key catalyst. That return is now happening. Ive written a short follow-up on what this could mean for Haypp in Q3Q4. Link below 👇"
X Link 2025-09-05T12:42Z [---] followers, [----] engagements

"$HAYPP In August Haypp slowed slightly but web traffic still points to the strongest quarter ever. Go read my latest web traffic update on Haypp. Link below 👇"
X Link 2025-09-08T18:25Z [---] followers, [----] engagements

"$HAYPP ZYN is back in stock and available to order; US sales should accelerate next quarter and help breach the [----] MSEK ceiling. The next catalyst Im waiting for is a potential uplisting to Nasdaq Stockholms main market from First North"
X Link 2025-09-11T14:44Z [---] followers, [----] engagements

"Interesting $HAYPP headline today. I dont think this is about the French ban; that was expected. Feels like a breather in a very small company; one seller can move it several percent. Long term the US will drive most cash flows; even an EU wide ban wouldnt derail the case"
X Link 2025-09-15T11:16Z [---] followers, [----] engagements

"Q3 is wrapping up and soon the data will be in for $HAYPP. Ill publish my web-traffic based prediction in the coming weeks. In the meantime here are some trends: ZYN supply returning has had mixed impact; Nicokick up Northerner flat. Odds look high we break [----] MSEK but I need more analysis. Subscribe to my Substack to get the full report first. https://twitter.com/i/web/status/1973299366409511122 https://twitter.com/i/web/status/1973299366409511122"
X Link 2025-10-01T08:10Z [---] followers, [----] engagements

"Stocks Im currently interested in: $HAYPP best pure-play bet on the nicotine pouch boom. Simple. $TEM potential to become the AI platform for healthcare. Doctors are human; AI can iterate endlessly. $RXRX the virtual cell bet. If biology can be modeled in silico drug pipelines change forever. $PRME serious diseases require better tools. Their gene editing platform could be one of them; execution will decide. Stocks I no longer find as interesting: $NBIS great story at $20 still good at $90. But now it feels expensive and AI infra isnt a contrarian view anymore."
X Link 2025-10-03T06:49Z [---] followers, [----] engagements

"$Haypp Groups subsidiary Northerner Scandinavia Inc reaches settlement with the San Francisco City Attorney Haypp Group announces that the companys US subsidiary Northerner Scandinavia Inc has reached a settlement in the lawsuit filed by the San Francisco City Attorney in September [----]. As part of the settlement Northerner Scandinavia Inc has agreed to pay [---] million USD to the City of San Francisco whereof [--] million USD is already reserved. The remaining amount will be reported as items affecting comparability in the third quarter [----]. The San Francisco City Attorney filed a complaint"
X Link 2025-10-08T06:05Z [---] followers, [----] engagements

"$HAYPP Settling a lawsuit doesn't necessarily mean admitting fault; it's often a pragmatic business move to avoid the time cost and uncertainty of a prolonged court battle especially over interpretive gray areas in local laws. In Haypp's case the San Francisco ordinance had some ambiguity around whether it fully extended to out-of-state online retailers like them (as early city guidance suggested it didn't apply to e-commerce but later enforcement interpreted it broadly to include shipments into the city). Haypp likely saw the settlement as a way to resolve the matter quickly without a"
X Link 2025-10-08T08:14Z [---] followers, [----] engagements

"What do you think Haypp Groups Q3 [----] revenue will come in at $HAYPP Below [---] M SEK [---] [---] M SEK Above [---] M SEK [---] [---] M SEK Below [---] M SEK [---] [---] M SEK Above [---] M SEK [---] [---] M SEK"
X Link 2025-10-09T13:45Z [---] followers, [---] engagements

"$HAYPP Watch: September [----] & Q3 https://open.substack.com/pub/emilhartela/p/haypp-watch-september-2025-and-q3r=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/emilhartela/p/haypp-watch-september-2025-and-q3r=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-09T16:42Z [---] followers, [----] engagements

"Web traffic just hit new highs for $Haypp Group. Ive broken down what that means for Q3 revenue; and how I think the stock will react. My latest Haypp Watch is out now 👇 $HAYPP Watch: September [----] & Q3 https://t.co/Re3eb4Ol7n $HAYPP Watch: September [----] & Q3 https://t.co/Re3eb4Ol7n"
X Link 2025-10-09T16:45Z [---] followers, [----] engagements

"$HAYPP earnings coming up. Check my latest Haypp Watch for revenue predictions and what to expect this quarter. https://t.co/B7swv9BeKQ https://t.co/B7swv9BeKQ"
X Link 2025-10-20T07:24Z [---] followers, [----] engagements

"X has been quiet on $HAYPP lately. Price stuck sideways for weeks. Historically this has been a solid entry point for $HAYPP. Earnings due in a few weeks"
X Link 2025-10-23T14:53Z [---] followers, [----] engagements

"$Haypp Group Q3 Earnings Preview https://open.substack.com/pub/emilhartela/p/haypp-group-q3-earnings-previewr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/emilhartela/p/haypp-group-q3-earnings-previewr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-31T15:57Z [---] followers, [----] engagements

"$HAYPP $Haypp Group Q3 Earnings Preview https://t.co/WxAzwCfztj $Haypp Group Q3 Earnings Preview https://t.co/WxAzwCfztj"
X Link 2025-10-31T15:57Z [---] followers, [----] engagements

"The stock reacting like this feels like a buying opportunity. Gross margins surprised me and everything else was largely as expected; so overall this was a neutral to slightly positive quarter versus my expectations. $HAYPP"
X Link 2025-11-05T13:15Z [---] followers, [----] engagements

"$HAYPP The good: Gross margins are absolutely bonkers; US looks strong and thats 97% of Haypps long-term story. The market setup for nicotine pouches is changing fast; all in Haypps favor. The bad: Snus fell off hard dragging headline numbers but its irrelevant to future earnings. The ugly: Emerging segment took a hit as UK vape ops are shut down. Just sad to see after heavy investment and effort from the team; it was growing fast but now cut short. Small near-term revenue impact though. More thoughts after listening to the call. https://twitter.com/i/web/status/1986064744806011330"
X Link 2025-11-05T13:35Z [---] followers, [----] engagements

"Quick $HAYPP $TEM $TPB update. More to come https://t.co/VmW3BPdgJp https://t.co/VmW3BPdgJp"
X Link 2025-11-06T02:43Z [---] followers, [----] engagements

"My Q3 forecast for $Haypp came in within 01% of the actual result. My own prediction hit perfectly; but the model still has a way to go. Full breakdown in the new post. https://t.co/xmuMcyLGgS https://t.co/xmuMcyLGgS"
X Link 2025-11-07T05:52Z [---] followers, [----] engagements

"If [----] was damage control [----] will be Haypps breakout year. I explain why in the new post. $HAYPP https://t.co/xmuMcyLGgS https://t.co/xmuMcyLGgS"
X Link 2025-11-07T05:53Z [---] followers, [----] engagements

"81 rising in finance 💪 soon no [--] as $Haypp picks up steam Updated my Haypp deep dive. ZYN is back France is banning and the US story is only getting bigger. Thesis intact valuation range widened. $HAYPP https://t.co/YUiq2yGvjl Updated my Haypp deep dive. ZYN is back France is banning and the US story is only getting bigger. Thesis intact valuation range widened. $HAYPP https://t.co/YUiq2yGvjl"
X Link 2025-11-09T13:04Z [---] followers, [----] engagements

"What do you think Haypp Groups Q4 [----] revenue will come in at $HAYPP [---] [---] M SEK [---] [----] M SEK Above [----] M SEK [----] [----] M SEK [---] [---] M SEK [---] [----] M SEK Above [----] M SEK [----] [----] M SEK"
X Link 2025-12-29T16:11Z [---] followers, [----] engagements

"I rebuilt my $Haypp Q4 revenue framework from the ground up. Two new approaches site-level traffic and a much clearer view of what actually matters. Full write-up in the latest Haypp Watch. Haypp Watch: Q4 Revenue Prediction https://t.co/xNbwLSzraa Haypp Watch: Q4 Revenue Prediction https://t.co/xNbwLSzraa"
X Link 2026-01-07T10:55Z [---] followers, [---] engagements

"Q4 for $Haypp is one of the hardest quarters Ive analyzed. Strong traffic strange signals and a ZYN recovery that doesnt behave as expected. Heres how Im interpreting it. Haypp Watch: Q4 Revenue Prediction https://t.co/xNbwLSzraa Haypp Watch: Q4 Revenue Prediction https://t.co/xNbwLSzraa"
X Link 2026-01-07T10:56Z [---] followers, [---] engagements

"The $Haypp Q4 poll points to revenue around [----] MSEK. More detail in my latest $Haypp blog post. What do you think Haypp Groups Q4 [----] revenue will come in at $HAYPP What do you think Haypp Groups Q4 [----] revenue will come in at $HAYPP"
X Link 2026-01-07T11:00Z [---] followers, [---] engagements

"$Haypp Group intensifies growth efforts in US and UK announces Jonas Kolehmainen as the new COO Haypp Group sees significant growth opportunities in US and UK over the short and long-term. To best exploit these opportunities Haypp Group is intensifying its efforts and implementing changes to its Senior Management in these markets. Jonas Kolehmainen will assume the role as Haypp Groups new Chief Operating Officer (COO). Jonas Kolehmainen previously Chief Supply Chain Officer (CSCO) joined Haypp Group in March [----] and has over [--] years of experience in retail logistics from Apoteket and"
X Link 2026-01-09T08:42Z [---] followers, [----] engagements

"@LeAbbeFaria @hcapinvesting Partly agree at least for the big players. Haypp is different; it follows a secondary adoption cycle driven by online penetration and regulation. The trade cooled the business cycle did not. https://x.com/emilhartela/status/1959955310845587502s=20 Tobacco stocks have been rallying for [--] years. Back then they looked cheap and nobody wanted them. Now theyre hot thanks to reduced-risk products. But heres what I keep asking myself: People often say nicotine pouches have huge margins because theyre cheaper to make easier"
X Link 2026-01-15T11:16Z [---] followers, [---] engagements

"https://open.substack.com/pub/emilhartela/p/haypp-group-deep-diver=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/emilhartela/p/haypp-group-deep-diver=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-09-24T13:20Z [---] followers, [----] engagements

"Haypp Watch: Q4 Revenue Prediction https://open.substack.com/pub/emilhartela/p/haypp-watch-q4-revenue-predictionr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/emilhartela/p/haypp-watch-q4-revenue-predictionr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-07T10:50Z [---] followers, [----] engagements

"Big win for $TEM $TEM CHICAGO--(BUSINESS WIRE)--Jan. [--] 2026-- Northwestern Medicine and Tempus AI Inc. (NASDAQ: TEM) are collaborating to expand access to genomic testing for Northwestern Medicine cancer patients. The goal is to provide nearly every patient across cancer types including $TEM CHICAGO--(BUSINESS WIRE)--Jan. [--] 2026-- Northwestern Medicine and Tempus AI Inc. (NASDAQ: TEM) are collaborating to expand access to genomic testing for Northwestern Medicine cancer patients. The goal is to provide nearly every patient across cancer types including"
X Link 2026-01-12T12:09Z [---] followers, [---] engagements

"RT @emilhartela: Im cautious with words like beat but the data Im tracking for Haypp leans positive for Q4. Read my latest $Haypp rev"
X Link 2026-01-12T13:54Z [---] followers, [--] engagements

"Seems to be a mix of several things. Volume is very low so it does not take much selling to move the price. Some investors appear worried that lower margins put the story back to square one; revenue growth has not yet re accelerated and margins are not recovering which creates a perception of no progress. I think the margin story is largely upside down. The US market likely represents 90%+ of Haypps future cash flows so lower US margins now are more about pulling growth investments forward and accelerating the long term timeline rather than destroying value. On top of that Affrsvrlden ran a"
X Link 2026-01-15T09:31Z [---] followers, [----] engagements

"$HAYPP @hcapinvesting Seems to be a mix of several things. Volume is very low so it does not take much selling to move the price. Some investors appear worried that lower margins put the story back to square one; revenue growth has not yet re accelerated and margins are not recovering which creates @hcapinvesting Seems to be a mix of several things. Volume is very low so it does not take much selling to move the price. Some investors appear worried that lower margins put the story back to square one; revenue growth has not yet re accelerated and margins are not recovering which creates"
X Link 2026-01-15T09:31Z [---] followers, [---] engagements

"$HAYPP Roughly a week ago I wrote that Haypp Group was likely to beat on revenue. Since then the stock has sold off hard. What changed is not demand but perception. Some institutional holders seem worried that growth has slowed versus past targets while margins are now going the wrong way. On top of that a few investors may be rotating NP exposure to names like Turning Point Brands. If you read my revenue note it explains most of what is happening under the hood with one key piece missing; US expansion capex. US investments have accelerated fast. Headcount is ramping aggressively likely"
X Link 2026-01-15T09:40Z [---] followers, [----] engagements

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