@energy_tech_inv Avatar @energy_tech_inv Austin

Austin posts on X about $lmnd, in the, $hims, market cap 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 52% finance 34% technology brands 4% cryptocurrencies 3% countries 2% exchanges 1%

Social topic influence $lmnd #21, in the 11%, $hims #76, market cap #246, $enph 6%, $bepc 6%, ai 6%, products 6%, $100b #22, insurance 5%

Top accounts mentioned or mentioned by @307fool @bjmtweets @travishoium @lemonadeinc @daschreiber @bastianellilore @alc2022 @neilx10 @paperbaginvest @quijss @shaiwininger @ironicape @andersreiche @anthonyisonline @gfilche @eyalweiss @hypergrowth102 @leinad7331 @stockmarketnerd @cnbc

Top assets mentioned Lemonade, Inc. (LMND) Hims & Hers Health, Inc. (HIMS) Enphase Energy Inc (ENPH) Brookfield Renewable Corporation Class A Subordinate Voting Shares (BEPC) Oscar Health, Inc. (OSCR) Duolingo, Inc. (DUOL) MercadoLibre Inc (MELI) Brookfield Renewable Partners L.P. (BEP) The Root Network (ROOT) Alphabet Inc Class A (GOOGL) Shopify Inc (SHOP) Upstart Holdings, Inc. (UPST) UiPath, Inc. (PATH) Progressive Corp (PGR) Tempus AI, Inc. (TEM) Robinhood Markets, Inc. (HOOD) Starbucks Corporation (SBUX) Waste Management, Inc. (WM) Mario Coin (COIN)

Top Social Posts

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

"That awkward moment when you almost forget that Wall Street analysts dont pour over @PaperBagInvest spreadsheet models 🤦🏼♂ Looking forward to the FY [----] EBITDA guide coming out in [---] weeks. In the meantime Im enjoying the opportunity to accumulate shares at less than 50% of NPV. Cheers 🤗 Video is public The Ultimate $LMND Q4 and [----] Preview 🍋 https://t.co/f6o4yE3iOo Video is public The Ultimate $LMND Q4 and [----] Preview 🍋 https://t.co/f6o4yE3iOo"
X Link 2026-02-10T03:52Z [---] followers, [----] engagements

"My uneducated simple model is that one day $LMND will reach $100B. Compared to many incumbents I believe they have a better product better margins better branding and wider geographical business. Not to mention they are in the biggest industry on earth (pretty much) and the industry is growing with inflation etc. Case study Progressive $PGR is around $120B right now and was as high as $200B market cap. Progressive just does car in the United States. Granted they do car best-in-class. LMND will offer pet renters home car life others(TAM expansion) in dozens of countries. In fact I think their"
X Link 2026-02-12T04:12Z [---] followers, 14.8K engagements

"Nothing but opportunity Investors with cash rn: https://t.co/XfBH3Pau1Y Investors with cash rn: https://t.co/XfBH3Pau1Y"
X Link 2026-02-13T00:37Z [---] followers, [---] engagements

"I haven't started a new position in years. I am hesitant to break the [---] year streak. My current watchlist includes: $ROOT $DUOL $ENPH All out of favor and beaten down by the market. I'm admittedly fresh in my due diligence process for these businesses. I am eager to theorize which if any the market is wrong about. I could be open to starting [--] new position. The last new position I bought was $NET on 6/29/2022. I've only added to high conviction companies I already own mainly $LMND and a small amount of $BEPC $SHOP $MELI $ASML $O and $COIN. If you count ETFs I bought some $VIG and $SCHD"
X Link 2026-01-30T01:33Z [---] followers, [---] engagements

"@307Fool what companies would you consider options for"
X Link 2026-02-05T18:19Z [---] followers, [--] engagements

"@307Fool i like it I nibbled on $ROOT First new position I opened in [---] years. I usually just add to winners starting a new position is a big deal for me haha"
X Link 2026-02-05T23:17Z [---] followers, [---] engagements

"I know Although I regularly added to positions I already owned. Consistently bought $LMND and occasionally added to $BEPC $O $SCHD $GOOG $VIG $SHOP $ASML $MELI over those years. Just didnt start a new position because I had such high conviction in current holdings. Also I wanted to create higher conviction high concentration positions. I previously had a zillion stocks. But in [----] I realized that I had the illusion of a lower risk portfolio because I thought I was diversified. But in [----] most of the companies I owned all traded together and many got cut by 60% or more. So my epiphany was"
X Link 2026-02-06T03:23Z [---] followers, [---] engagements

"@quijss @Gfilche @Lemonade_Inc Hows Oscar doing now that the dust is starting to settle form the regulatory / subsidy head winds of mid 2025"
X Link 2026-02-06T03:25Z [---] followers, [--] engagements

"@quijss @Gfilche @Lemonade_Inc For someone like myself who stopped following the company back in July / August Whats the elevator pitch for what I need to know. Where are we at. Whats the state of $OSCR"
X Link 2026-02-06T03:55Z [---] followers, [---] engagements

"Good point it would also be nice to see cost basis and actual purchases. I remember Jake coming into the LMND community around $30ish/share mid to early [----] and exiting and transitioning to PATH maybe around [--] or 70/share but then I see other posts saying he bought largely around $16. True transparency would warrant cost basis screenshots as well. https://twitter.com/i/web/status/2019772702483951738 https://twitter.com/i/web/status/2019772702483951738"
X Link 2026-02-06T13:58Z [---] followers, [---] engagements

"@307Fool Was there a news catalyst that created this or just a simple relief rally"
X Link 2026-02-06T18:11Z [---] followers, [--] engagements

"@mattscottcap @jakebrowatzke I heard an interesting concept of investing in the noun versus a unique name and open AI and Tempus AI If they have the name of the technology in their title it has historically been a yellow flag 🤷🏼♂ Explained much better here: https://open.spotify.com/episode/2r9VTgdw1iHod0mEu6qZq2si=nayaNF0CThCyAl0WD7PoaQ http://pets.com https://open.spotify.com/episode/2r9VTgdw1iHod0mEu6qZq2si=nayaNF0CThCyAl0WD7PoaQ http://pets.com"
X Link 2026-02-08T02:19Z [---] followers, [--] engagements

"@danielisdizzy Do you think this is peak losses or peak pain for $OSCR Essentially do you think this is an inflection point"
X Link 2026-02-11T01:33Z [---] followers, [---] engagements

"@307Fool I bought a decent portion $LMND and a small bit of $HIMS over the last couple days. This is a great earnings preview for LMND who is reporting next week: https://youtu.be/TsJriFRqZ6ksi=9MH4mQyFm1L1NGqO https://youtu.be/TsJriFRqZ6ksi=9MH4mQyFm1L1NGqO"
X Link 2026-02-12T03:58Z [---] followers, [---] engagements

"I feel strongly that LMND will have a good quarter. Likely a great one. I also feel confident that their [----] FY EBITDA guidance will be eye opening / jaw dropping. However given macro and general fear in high beta names I could see $LMND trading anywhere from $45 to $90 after the report lol https://twitter.com/i/web/status/2021796579150053859 https://twitter.com/i/web/status/2021796579150053859"
X Link 2026-02-12T04:00Z [---] followers, [--] engagements

"🙏🏽🙏🏽🙏🏽🙏🏽 Yes its such a good preview. And totally correct on $HIMS. Ive been following them for over a year. The only difference between $HIMS at [--] and $HIMS at [--] is that now regulatory / law suit risk is priced in. It was always a major risk the only difference is now Im paying a fair price for it 🤷🏼♂ https://twitter.com/i/web/status/2021799890204893561 https://twitter.com/i/web/status/2021799890204893561"
X Link 2026-02-12T04:13Z [---] followers, [---] engagements

"@himshouse Hmm so why create all this drama for a low adoption product"
X Link 2026-02-12T18:52Z [---] followers, [---] engagements

"@BastianelliLore @shai_wininger My guess is that AI requires extensive and expansive physical assets that all require insurance: plants data centers employees etc. If these physical assets werent insured the AI build out would be too risky and likely not as successful"
X Link 2026-02-13T03:08Z [---] followers, [--] engagements

"@Ironic_Ape Whoops:"
X Link 2026-02-13T15:36Z [---] followers, [---] engagements

"Just one example of O p e r a t i n g L e v e r a g e $LMND $LMND's revenue has grown twice as fast as claims over the past year The unit economics are scaling https://t.co/TM16XKxEig $LMND's revenue has grown twice as fast as claims over the past year The unit economics are scaling https://t.co/TM16XKxEig"
X Link 2026-02-14T13:56Z [---] followers, [----] engagements

"2 questions for the $HIMS community: [--]. What is $HIMS moat [--]. What is the 2-3 sentence elevator pitch for the $HIMS bull thesis Thanks for your thoughts 🙌"
X Link 2026-02-15T21:56Z [---] followers, [---] engagements

"Super stoked to be a part of the platform Ill be offline during the live stream but Ill definitely catch the recording. Of the tickers youre covering Im most curious about $HIMS and $DUOL. Although I'll be happy to review whichever you end up covering. For $HIMS: I am wondering are regulatory/lawsuit/product risks fully priced in or could there be more shoes to drop How does current valuation stack up relative to expected growth and cash flows How is management executing through this storm. was pushing this hard a misstep that led to legal battles or was that inevitable or 'part of the plan'"
X Link 2026-02-13T14:52Z [---] followers, [---] engagements

"In [----] I thought about buying but did not buy: $HOOD Robinhood $HIMS Hims & Hers $UPST Upstart $OSCR Oscar $PATH UI Path $ENPH Enphase I opened no new positions in [----]. I only added to companies I already owned like: $LMND Lemonade $BEPC Brookfield Renewable $O Realty Income I completely exited the following in the first half of [----] and made no subsequent sales: $SBUX Starbucks $DIS Disney $LINK Chainlink $ETH Ethereum $SOL Solana https://twitter.com/i/web/status/2006969937559236679 https://twitter.com/i/web/status/2006969937559236679"
X Link 2026-01-02T06:04Z [---] followers, [----] engagements

"Closed out a small $VNQ position (0.5% portfolio allocation) at a 10% gain + [--] yrs of dividend reinvestment. I often use low vol ETFs like this as a cash proxy. Reallocating 50% of these proceeds into $LMND and 50% into a high-risk high-volatility growth investment $HIMS. $LMND now makes up 36% of my portfolio $HIMS has earned itself a whopping 0.25% starter position. Watch out world 😅🤯 https://twitter.com/i/web/status/2020964539899023613 https://twitter.com/i/web/status/2020964539899023613"
X Link 2026-02-09T20:54Z [---] followers, [---] engagements

"Wow crazy seeing the flight to safety playing out in $SCHD price action. Up 10% in the last few weeks and up 28% since the tariff tantrum in April. In the heat of the tarrif crash I loaded up on some $SCHD as my first move into the bear market. I tend to start DCAing into bear markets first through lower risk vehicles. That way if the bear market abates well at least I put some cash to work. But if it continues I can then start moving along the risk curve as the sell off continues. The already-purchased ETFs have lower downside and less volatility plus they pay a dividend. So I feel my"
X Link 2026-02-04T04:55Z [---] followers, [---] engagements

"@bjmtweets Seeing a very strong flight to safety https://x.com/energy_tech_inv/status/2018911178567598292s=46&t=KIAj46SS-7k-tkcbWKb6sQ Wow crazy seeing the flight to safety playing out in $SCHD price action. Up 10% in the last few weeks and up 28% since the tariff tantrum in April. In the heat of the tarrif crash I loaded up on some $SCHD as my first move into the bear market. I tend to start DCAing into https://t.co/fssIr6tfGe https://x.com/energy_tech_inv/status/2018911178567598292s=46&t=KIAj46SS-7k-tkcbWKb6sQ Wow crazy seeing the flight to safety playing out in $SCHD price action. Up 10%"
X Link 2026-02-05T02:01Z [---] followers, [---] engagements

"Whats the market cap value of $HIMS without the Wegovy copy $3B $4B 2B Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of"
X Link 2026-02-08T01:47Z [---] followers, [---] engagements

"Day [--] as a $HIMS shareholder: added more around a $4B market cap ($17.50/share). Position size now up from 0.25% to 0.5% with an average cost basis of $18.25. Also added to $LMND at $71.75 ($5.4B market cap). Some fair value models peg LMNDs NPV/share around $150. I typically DCA Lemonade at 50% of NPV so Im comfortable with this addition. https://twitter.com/i/web/status/2021416387239903699 https://twitter.com/i/web/status/2021416387239903699"
X Link 2026-02-11T02:49Z [---] followers, [---] engagements

"$LMND My uneducated simple model is that one day $LMND will reach $100B. Compared to many incumbents I believe they have a better product better margins better branding and wider geographical business. Not to mention they are in the biggest industry on earth (pretty much) and the My uneducated simple model is that one day $LMND will reach $100B. Compared to many incumbents I believe they have a better product better margins better branding and wider geographical business. Not to mention they are in the biggest industry on earth (pretty much) and the"
X Link 2026-02-12T16:08Z [---] followers, [----] engagements

"Couldn't be more excited to FINALLY pull the trigger on purchasing a premium subscription to Asymmetric Investing by @TravisHoium Been following Travis for years he even helped me on a clean energy adoption / market analysis project back in [----] when I was in graduate school 🙌 I figured this market down turn in key growth / technology names that I follow is the perfect excuse to finally join. Excited to dive deep learn more and level up my investment chops. Also big thanks to the Mrs for supporting the purchase 😅"
X Link 2026-02-13T03:32Z [---] followers, [---] engagements

"Feliz Carnavales"
X Link 2026-02-14T18:52Z [---] followers, [--] engagements

"Controversial take $HIMS is trading at around a 50% discount to its NPV [----] revenue guide of at least $6.5B: Give a P/S in [----] of [--] and we get a $13.5B market cap compared to the current market cap of $3.71B a 3.64x from here [----] adjusted EBITDA guide of at least $1.3B Apply a modest EBITDA multiple of say [--] and get a [----] market cap of $13.0B a 3.5x from here a 30-40% CAGR Let's apply an honest discount rate of 1518% to compensate for heavy marketing spend regulatory risk and a competitive industry (Amazon Ro insurers GLP-1 pricing pressure) At 15% that's a NPV $7.7B compared to $3.71B"
X Link 2026-02-15T22:37Z [---] followers, [---] engagements

"@HyperAICapital What are your thoughts on this back of the napkin math https://x.com/energy_tech_inv/status/2023164831155773845s=46&t=KIAj46SS-7k-tkcbWKb6sQ Controversial take $HIMS is trading at around a 50% discount to its NPV [----] revenue guide of at least $6.5B: Give a P/S in [----] of [--] and we get a $13.5B market cap compared to the current market cap of $3.71B a 3.64x from here [----] adjusted EBITDA guide of at least $1.3B https://x.com/energy_tech_inv/status/2023164831155773845s=46&t=KIAj46SS-7k-tkcbWKb6sQ Controversial take $HIMS is trading at around a 50% discount to its NPV 2030"
X Link 2026-02-15T23:17Z [---] followers, [---] engagements

"@Eyal__Weiss Love to see it. What are your other [--] high conviction names My other stock positions are mostly in $ASLM $MELI $WM $COIN $SHOP $BEPC $O. Together those make up the remaining 10(ish)% of my portfolio. All of those have a fairly long waited average holding period"
X Link 2025-12-19T15:57Z [---] followers, [--] engagements

"@hypergrowth102 This is huge congrats I did something similar with $LMND in the August [----] - July [----] time period. Ended up accumulating a little over a year's salary worth of shares"
X Link 2025-12-19T16:03Z [---] followers, [---] engagements

"@hypergrowth102 It felt so clear and so inevitable those are rare and fleeting moments. Glad you got to experience it with $HIMS. Rooting for ya"
X Link 2025-12-19T16:04Z [---] followers, [---] engagements

"@bjmtweets Thats good to know. Many folks say this cant be a bubble because everyones talking about it Shows people talked quite a bit about the last real estate bubble"
X Link 2025-12-19T18:17Z [---] followers, [--] engagements

"@daschreiber @AviAgrawaal @bradsferguson Either way I want to thank you @daschreiber for always taking your investor base seriously. From products and services to emplyeees work culture and long term strategy we care deeply about everything $LMND ❤"
X Link 2025-12-20T20:29Z [---] followers, [---] engagements

"@alc2022 @BastianelliLore Congrats @BastianelliLore 🙌🏽🎉"
X Link 2025-12-20T21:14Z [---] followers, [---] engagements

"Agreed that short term weather events won't be a major factor in the future for $LMND. That said @AndersReiche is right that the Q1-2025 to Q1-2026 comps will be insane just based on the losses from California wildfires last year. Especially compared to this year where the fire season is exceptionally mild (nearly non existent). It's the dramatic difference in Y/Y comps that could create some very interesting numbers leading to a short term catalyst. Especially if Q4-2025 comes out as a good quarter (with suprise FY [----] EBITDA guidance) and then is immediately followed up with really good"
X Link 2025-12-23T18:13Z [---] followers, [---] engagements

"@bjmtweets What are your thoughts on what this means for the over all market Is this a symptom of something systemic or just an isolated scenario"
X Link 2025-12-24T03:56Z [---] followers, [---] engagements

"Thanks for the tip definitely looking for more $ENPH content and analysis as Im very new to researching this name. Id be curious as to @realMeetKevins updated $ENPH thesis. The stock is probably down between the range of 60-90% since some of his videos. Is there still a there there Is the bull case better now or worse off https://twitter.com/i/web/status/2004912541542039767 https://twitter.com/i/web/status/2004912541542039767"
X Link 2025-12-27T13:49Z [---] followers, [---] engagements

"@AndersReiche Dont miss out on 10x or 100x opportunities for a measly 10-20% better entry point"
X Link 2025-12-28T23:29Z [---] followers, [--] engagements

"RT @Neil_X10: Whether this is right or wrong (implications are crazy if he's right) this is exactly the sort of stuff you want to see from"
X Link 2025-12-28T23:54Z [---] followers, [--] engagements

"This thread is an absolutely gold mind. Huge thanks. Im probably the least qualified person in the community to chime in here. But here goes nothing: While I think the current TAM is already big enough I expect meaningful expansion over time. Theres a non-negligible chance that $LMND eventually offers new products and serves new geographies most analysts wouldnt even dream of today much less model. I thought @Ironic_Apes article about TAM expansion is quite illuminating regarding novel markets products geographies. Kenya already offers a live case study. Lemonades pilot went from [----] farmers"
X Link 2025-12-29T04:14Z [---] followers, [--] engagements

"Great question So my process is ever evolving. I havent necessarily given any of the names a hard pass. Its more just that I need to continue doing due diligence learning about the company and staying patient. With $PATH I definitely want to see how much customers want or need their technology. Also if they have a durable moat still not sure. If the management teams of these companies consistently execute on their visions then I could see myself reconsidering each name. https://twitter.com/i/web/status/2007201329203327362 https://twitter.com/i/web/status/2007201329203327362"
X Link 2026-01-02T21:24Z [---] followers, [---] engagements

"@Leinad7331 @bjmtweets @AuditTheHerd @_j__f I largely agree with your take. Just curious what is your 1-2 sentence elevator pitch to describe $LMNDs moat"
X Link 2026-01-04T23:03Z [---] followers, [---] engagements

"@Neil_X10 If you had to give a [--] or [--] year range for when (if) LMND could reach a $100B market cap what would you say 2033-2035 2036-2038 Over or under"
X Link 2026-01-13T01:04Z [---] followers, [--] engagements

"@Eyal__Weiss Thanks Eyal 🙏🏽🙌🏽 Would be curious to hear your general thoughts on this take including strengths and weaknesses of this particular thesis"
X Link 2026-01-14T05:11Z [---] followers, [--] engagements

"@Neil_X10 🫡 Appreciate that take. Would be wild to see those valuations but also Im sure the management team could deliver on the necessary KPIs to support them as well. Life changing opportunities here"
X Link 2026-01-14T05:17Z [---] followers, [--] engagements

"@BastianelliLore Ive been a $MELI holder since the [----] bear market. Curious what your thoughts are on this trend. Why do you think the market is punishing $MELI"
X Link 2026-01-15T03:55Z [---] followers, [--] engagements

"@tune_ventures Completely agree. Im nearly certain that EBITDA will be positive by year end [--]. I think well get reaffirmation of that guidance during the FY2026 guidance that will come out in the Q4 report within a couple months"
X Link 2026-01-15T03:57Z [---] followers, [--] engagements

"@SebasT479py @shai_wininger @Lemonade_Inc This ☝🏽"
X Link 2026-01-15T04:55Z [---] followers, [--] engagements

"@TravisHoium Reminds me of $LMND But you didn't here it from me😇"
X Link 2026-01-15T05:33Z [---] followers, [---] engagements

"@StockMarketNerd Thanks Brad Yes DCAing all the way from the metromile acquisition in late fall [----] until just before the Q3 [----] report. Quite a journey. Anyways you are a real one. A light on this app"
X Link 2026-01-22T22:33Z [---] followers, [--] engagements

"@StockMarketNerd In april [----] at $17/share: "In a few years Ill look back on the 2022-2024 time frame as one of the best accumulation periods of my investing career." https://x.com/energy_tech_inv/status/1785536420758917501s=20 In a few years Ill look back on the 2022-2024 time frame as one of the best accumulation periods of my investing career. $LMND https://t.co/OFR4bURqP2 https://x.com/energy_tech_inv/status/1785536420758917501s=20 In a few years Ill look back on the 2022-2024 time frame as one of the best accumulation periods of my investing career. $LMND https://t.co/OFR4bURqP2"
X Link 2026-01-22T22:39Z [---] followers, [--] engagements

"@TravisHoium Ah its crazy that we can see changes like this in our life time. My wifes uncle/aunt live in Wheaton outside Chicago and theyve said similar things"
X Link 2026-01-24T22:17Z [---] followers, [--] engagements

"100% Yes you get it"
X Link 2026-02-04T05:06Z [---] followers, [--] engagements

"In a few years Ill look back on the 2022-2024 time frame as one of the best accumulation periods of my investing career. $LMND"
X Link 2024-05-01T05:07Z [---] followers, [----] engagements

"@307Fool I just bought some $SCHD dividend growth ETF for my Roth IRA. And yes the dividend reinvestment option is checked for (hopefully) decades of uninterrupted compounding"
X Link 2025-04-03T19:58Z [---] followers, [--] engagements

"@anthonyisonline @daschreiber @CNBC @Lemonade First theyll call it a meme. Then theyll call it overpriced. But in 10+ years at a $100B market cap growing 10% annually and sitting in the S&P [---] Theyll call it a value play. $LMND"
X Link 2025-08-05T20:44Z [---] followers, [----] engagements

"@bjmtweets Let me add an option $BEP / $BEPC renewable energy yield cos are pretty rate sensitive but if you ignore the noise you can fetch 9% compound annual dividend growth with long term returns that match"
X Link 2025-09-03T02:53Z [---] followers, [--] engagements

"@307Fool You must be up pretty big on your $LMND position 💪"
X Link 2025-10-30T00:09Z [---] followers, [--] engagements

"Im back from my trip and have a large cash unlock coming in the next few days. Im planning to buy some more as well. Im trying to keep my overall cash position around 15% (for down payment purposes like I mentioned before) Im at about 30% of my overall portfolio in $LMND so I am not exactly fomoing to buy more hand over fist. Conversely I believe the risk-adjusted return for LMND keeps getting better with each new datapoint. For instance did you see the new interview with Daniel Highly recommend. So I have this tug of war between already having a concentrated position but believing that the"
X Link 2025-10-30T05:34Z [---] followers, [--] engagements

"@307Fool I love to see the concentration Thats high conviction investing right there"
X Link 2025-11-01T07:56Z [---] followers, [--] engagements

"@307Fool $LMND on Wednesday"
X Link 2025-11-03T03:06Z [---] followers, [---] engagements

"Who enjoys a profitability inflection point Crazy to be amidst the most incredible inflection point of my investing career and see it coming. Graph and model from @PaperBagInvest's Patreon account. Video: Get Ready to Buckle Up for $LMND Q4 and [----] https://youtu.be/IKO5jYLJHCwsi=Qke1B-M-Z4I0Knn0 https://youtu.be/IKO5jYLJHCwsi=Qke1B-M-Z4I0Knn0"
X Link 2025-11-20T06:48Z [---] followers, [----] engagements

"@307Fool @PaperBagInvest In hindsight it will have been obvious"
X Link 2025-11-21T04:44Z [---] followers, [--] engagements

"@307Fool 👀 Well 99th percentile valuations are statistically/empirically abnormal but absolutely the downside we are experiencing is par for the course. Im ready/hoping for a proper and sustained broad market decline of 20% 💁🏼♂"
X Link 2025-11-24T07:49Z [---] followers, [--] engagements

"$LMND The story is shifting from Will this ever work to How big can it get and the market is starting to price it accordingly. $LMND often gets dismissed as overvalued by investors who glance at the usual metrics5-8 forward sales (depending on reinsurance changes) 10-11 book value still negative EBITDA and stop there. What that quick take misses is that the stock isnt trading on todays $LMND often gets dismissed as overvalued by investors who glance at the usual metrics5-8 forward sales (depending on reinsurance changes) 10-11 book value still negative EBITDA and stop there. What that quick"
X Link 2025-12-05T07:26Z [---] followers, [----] engagements

"$LMND Although when LMND dropped to $10 it was priced at pretty much its cash balance. Market was effectively saying it was going bankrupt as there was zero value attributed to its enterprise - @SpecDrink1732 Crazy to think there was a point in the last couple of years where @Lemonade_Inc traded below its cash balance. As @ericjackson describes there was a violent mispricing that created a generational opportunity. He is describing Carvana. But I think the same was (and still is) true for Lemonade. Whats wild is that [--] years ago today every smart money anon hedge fund bro was calling the"
X Link 2025-12-07T15:20Z [---] followers, [----] engagements

"Every [--] or [--] years theres a once in a generation opportunity that you have to be ready for and be willing to move quickly to capture and if you do you can create disproportionate value Whats your generational opportunity What have you waited [--] or [--] years to pounce on $LMND https://open.spotify.com/episode/1rLt4oo9LsZJlKZmwJ13Pusi=C6FdoFtNSfC-5hpu1SZRLQ&pi=rSjLYkdkQrC_r&t=718 https://open.spotify.com/episode/1rLt4oo9LsZJlKZmwJ13Pusi=C6FdoFtNSfC-5hpu1SZRLQ&pi=rSjLYkdkQrC_r&t=718 https://open.spotify.com/episode/1rLt4oo9LsZJlKZmwJ13Pusi=C6FdoFtNSfC-5hpu1SZRLQ&pi=rSjLYkdkQrC_r&t=718"
X Link 2025-12-08T01:11Z [---] followers, [--] engagements

"Now that the market has violently rerated $LMND from less than an $800M market cap to a $6B market cap ($10/share to $80/share) within a relatively short time frame I think the stock will now just quietly (or not-so-quietly) compound at 30-35% over the next [--] years. + or - a few fireworks around the EBITDA and Net Income break even milestones later in [----] and [----] 🤗 Im ready for this phase and will not lose focus or FOMO into the next shiny new thing. What's the next Lemonade It seems fashionable for people to diversify away from $LMND after the run over the past [--] months. They ask"
X Link 2025-12-12T05:31Z [---] followers, [----] engagements

"Dont hate me for my suggestions 😅 $BEPC $BOOT $LMND $UPST I havent subscribed to emerging moats in the past so Im unfamiliar with the companies you typically research. That being said chat GPT has this to say: When Chit Chat Money talks about emerging moats they mean fundamental attributes that could allow a company to build a sustainable advantage typically traits that could help earnings grow with lower competitive pressure. These often align with long-established sources of moat discussed in valuation theory such as brand strength switching costs network effects and intangible assets. 1."
X Link 2025-12-16T06:24Z [---] followers, [--] engagements

"Just like in my day to day life my investment journey is full of paradoxes and contradictions. Im currently 39.64% in $LMND 31% in S&P [---] products and 18.5% in cash ($SWVXX Money Market). I have no sleep number with a high-concentration high-conviction volatile position like $LMND yet I also mostly hold diversified safe positions like S&P [---] products and a large cash stake. Are these strategies at odds or complementary https://twitter.com/i/web/status/2001743030286491921 https://twitter.com/i/web/status/2001743030286491921"
X Link 2025-12-18T19:55Z [---] followers, [----] engagements

"If we now assume that AI scaling laws persist and the AI capabilities double every [--] months we can assume that $LMND will be doubling the efficiency at which they handle claims among other things every [--] months at a marginal cost and for the foreseeable future. That could deliver a quantum leap in terms of customer service in the insurance industry. - @alc2022 & @BastianelliLore I didn't buy $LMND in [----] because I thought big players like $GOOG and others had an absolute data advantage over them. @BastianelliLore is up 5X on $LMND and came on the pod today to teach me a few lessons."
X Link 2025-12-20T21:06Z [---] followers, [----] engagements

"Enphase $ENPH Bull versus Bear The Bull Case 🐂 - Down 91% but the fundamentals tell a different story. - US Manufacturing: Massive South Carolina/Texas footprint is a "Tariff Shield" vs. China trade wars. Enphases U.S.-made products qualify for Section 45X tax credits. While competitors importing from China or Southeast Asia may face 50%100% tariffs in [----]. - Growth: Revenue and earnings starting to inflect and grow again. - Valuation: P/E reset from 100x to 22x. Lowest in 5+ years; near market average. Forward P/E of 17x or 18x. P/S ratio of 2.9x to 3.0x. - The Moat: Superior microinverter"
X Link 2025-12-26T15:50Z [---] followers, [---] engagements

"I encourage any feedback push back or general thoughts"
X Link 2025-12-26T16:04Z [---] followers, [--] engagements

"I dont think $ENPH needs the renewable energy Investment Tax Credit (ITC) to succeed. Anyways it looks like the market may have already priced the ITC potentially going away in [----]. Enphase does get the domestic production credit but many other industries can access domestic manufacturing credits too. Enphase $ENPH Bull versus Bear The Bull Case 🐂 - Down 91% but the fundamentals tell a different story. - US Manufacturing: Massive South Carolina/Texas footprint is a "Tariff Shield" vs. China trade wars. Enphases U.S.-made products qualify for Section 45X tax credits. Enphase $ENPH Bull"
X Link 2025-12-27T03:49Z [---] followers, [---] engagements

"$ENPH Enphase management is still doing a great job at controlling their cost structure and operating expenses. Despite revenue falling off a cliff they are profitable and generating free cashflow. $13.9M in cash flow from operations in the 3rd quarter Q/Q revenue growth of 13% to $410.43M from $363.15M Non-GAAP Gross margin of 47.8% (39% if you take away IRA benefit with only a 4.9% margin hit from reciprocal tariffs) Net income of $66.64M $1.48B in cash $4.32B market cap The stock is down another 70-80% since this video. @TravisHoium Id be curious if you have any updated insight into $ENPH"
X Link 2025-12-27T15:26Z [---] followers, [---] engagements

"@307Fool Interesting choice looks like Q4 is closing out with very low (to almost no) CAT risk with underlying business firing on all cylinders. Could be a great Q4 report with some positive FY [----] EBITDA guidance 👀"
X Link 2026-01-01T05:23Z [---] followers, [--] engagements

"@307Fool Market beating Congrats"
X Link 2026-01-01T05:24Z [---] followers, [--] engagements

"Its been a while since weve had some good $LMND spaces on this platform. With the new year starting Q4 earnings coming up key KPIs accelerating guidance playing out analyst upgrades coming through and macro AI adoption/narrative flooding the market I think its time to get on a semi regular spaces cadence (every other week or once a month). Someone should host a spaces soon 🙌🏽 Calling all past present and future spaces contributors: @Neil_X10 @bjmtweets @DomienVdE @ShadyJosh5 @cvalente28 @MatchasmMatt @farzyness @PaperBagInvest @PrinPaska @AndersReiche @ArranGray9 @Ironic_Ape"
X Link 2026-01-11T01:22Z [---] followers, [----] engagements

"$LMND might be one of the only true singularity scalers. The companys value function is simply: f(intelligence) They are literally just selling "frictionless math" (probabilistic inference statistics risk). Singularity scaler: A company whose core value creation consists primarily of applied intelligence such that improvements in general AI capability translate near-linearly into operating performance gains with minimal marginal cost integration delay or organizational friction. Broader AI advances arrive as step-function upgrades automatically improving unit economics decision quality and"
X Link 2026-01-13T06:12Z [---] followers, 25.6K engagements

"Brad I gotta give you credit where credit is due. Your $LMND quarterly summaries in [----] were instrumental as a sanity check for my bull thesis. Particularly in the late winter or spring of [----]. Throughout [----] and [----] I kept trying to turn over every stone looking to see if I was crazy or missing some huge red flags. Not to mention at the time there really wasnt much coverage of $LMND. You were one of a few accounts providing high quality and in-depth lemonade coverage. Hats off to you. https://twitter.com/i/web/status/2014370555697226055 https://twitter.com/i/web/status/2014370555697226055"
X Link 2026-01-22T16:12Z [---] followers, [---] engagements

"First theyll call it a meme. Then theyll call it overpriced. But in 10+ years at a $100B market cap growing 10% annually and sitting in the S&P [---] Theyll call it a value play. $LMND @anthonyisonline @daschreiber @CNBC @Lemonade First theyll call it a meme. Then theyll call it overpriced. But in 10+ years at a $100B market cap growing 10% annually and sitting in the S&P [---] Theyll call it a value play. $LMND @anthonyisonline @daschreiber @CNBC @Lemonade First theyll call it a meme. Then theyll call it overpriced. But in 10+ years at a $100B market cap growing 10% annually and sitting in the"
X Link 2026-01-22T22:36Z [---] followers, [----] engagements

"Just taking a moment to reflect on the 2022-2024 $LMND accumulation phase. In the future I am certain some folks will say we were "lucky" to have "happened" to buy lemonade in the teens. But that couldn't be further from the truth. DCA'ing during those [--] years wasn't as easy as one might think with hindsight bias. At times it felt like a weekly slog/fight/grind to fend off bear thesis after bear thesis wondering if we were crazy - turning over every stone to see what possible red flags we were missing. And on a zoomed out chart it looks like there wasn't too much volatility. But that could"
X Link 2026-01-22T23:05Z [---] followers, [----] engagements

"Rain forests and Andean street art 🙌🏽"
X Link 2026-01-25T03:48Z [---] followers, [--] engagements

"Something Ive been thinking about recently is that many institutions pensions family offices and money managers dont or cant buy stocks until they have earnings. As a result a large portion of global capital is effectively ineligible to flow into $LMND today. When net income turns positive (guided as late as 2027) that constraint disappears and things could get interesting. If $LMND becomes highly profitable at scale and grows into a large market cap I could also see potential S&P [---] inclusion. https://twitter.com/i/web/status/2015274078832062957"
X Link 2026-01-25T04:02Z [---] followers, [----] engagements

"Where will $LMND offer its products Shai weighs in below: @LinkofHyrule89 @bj23air @Lemonade_Inc @daschreiber We aim to be available everywhere. @LinkofHyrule89 @bj23air @Lemonade_Inc @daschreiber We aim to be available everywhere"
X Link 2026-01-28T17:42Z [---] followers, [----] engagements

"@alc2022 What makes you think that $DUOL is starting to find a bottom"
X Link 2026-01-30T03:52Z [---] followers, [---] engagements

"@bjmtweets I went pretty deep into research $OSCR last May-July but never pulled trigger"
X Link 2026-01-31T03:57Z [---] followers, [---] engagements

"@TravisHoium Solid take. This also happened to LMND for a while and still does by a lot of traditional insurance professionals: https://www.forbes.com/sites/eyalbino/2018/10/22/state-farm-attack-ad-on-lemonade-backfires-setting-the-stage-in-battle-of-old-vs-new/# https://www.forbes.com/sites/eyalbino/2018/10/22/state-farm-attack-ad-on-lemonade-backfires-setting-the-stage-in-battle-of-old-vs-new/#"
X Link 2026-01-31T04:08Z [---] followers, [--] engagements

"@Ironic_Ape Thanks for the take. Crazy to note that the S&P500 is down less than 3% from all time highs😅"
X Link 2026-02-05T18:24Z [---] followers, [---] engagements

"@TravisHoium David versus Goliath"
X Link 2026-02-06T03:26Z [---] followers, [---] engagements

"Another dividend growth company you might consider looking into is Brookfield renewable $BEPC or $BEP Been in this name for years. International energy developer with inflation adjusted long term power purchase agreements. Diversification across geography and energy source. Lots of tailwinds with redoing the electric grid in the US and now even more so with data centers and AI https://twitter.com/i/web/status/1988860338562032074 https://twitter.com/i/web/status/1988860338562032074"
X Link 2025-11-13T06:43Z [---] followers, [---] engagements

"In an AV world do insurance risk models simply converge Compared to modeling humans AV risk feels more standardized: weather theft software bugs third-party humans liability splits manufacturing defects software/sensor failures third-party human cyber risk etc. If pricing converges is the real moat for car insurance just distribution brand OEM partners and/or embedded channels Question for the AV future: In an AV world do insurance risk models converge Compared to modeling humans AV risk feels more standardized: Weather theft software bugs third-party humans liability splits manufacturing"
X Link 2026-01-30T04:25Z [---] followers, [----] engagements

"Roots valuation is starting to look attractive here. Paired with improving fundamentals theres a lot of option value if management steps up investor relations or if sentiment shifts. Im focused on identifying a floor price where Im comfortable owning it purely on fundamentals. even with the lackluster narrative and limited guidance or investor-day style communication (unlike $LMND). If the narrative shifts management improves investor communication and churn continues to slow the upside could be meaningful. I think were approaching (or may already be at) that fundementals-driven floor. For"
X Link 2026-01-30T21:35Z [---] followers, [---] engagements

"Question for the AV future: In an AV world do insurance risk models converge Compared to modeling humans AV risk feels more standardized: Weather theft software bugs third-party humans liability splits manufacturing defects software/sensor failures third-party human cyber risk etc. If pricing converges is the real moat for car insurance just distribution brand OEM partners and/or embedded channels $ROOT $LMND https://twitter.com/i/web/status/2017091483518582932 https://twitter.com/i/web/status/2017091483518582932"
X Link 2026-01-30T04:24Z [---] followers, [----] engagements

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