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@foliotrail Avatar @foliotrail Julian Ciccale

Several companies are making significant strides in their respective industries, including $IREN, which is reallocating capital and raising guidance for its AI cloud business to $500M ARR by Q1 2026. $APP is also making progress with its self-serve platform, which is expected to create a data flywheel and drive growth. Meanwhile, $ZETA reported its 16th consecutive beat and raise quarter, demonstrating a culture of execution.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

Social category influence stocks XXXXX% cryptocurrencies XXXX% finance XXXX% technology brands XXXX% countries XXXX%

Social topic influence $app #16, $iren #149, ai 8.33%, $tmdx #45, $hims #170, $zeta #112, business 4.17%, just a 4.17%, $hood #616, $lmnd #255

Top accounts mentioned or mentioned by @trendsthefriend @mathlonning @haddadjac79558 @andersreiche @vanderlane @anders @andrewdudum @mikealfred @meeijer @mindset4moneyx @thetechinvest @giansdr @endicottinvests @cryptobankz65 @energytechinv @bjmtweets @neilx10 @leinad7331 @tickerwatcher1 @theronnievshow

Top assets mentioned Applovin Corporation (APP) IREN Limited (IREN) TransMedics Group, Inc. Common Stock (TMDX) Hims & Hers Health, Inc. (HIMS) ZetaChain (ZETA) Robinhood Markets, Inc. (HOOD) Lemonade, Inc. (LMND) Bitcoin (BTC) Diageo plc (DEO) Lamb Weston Holdings Inc (LW) Palantir (PLTR) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last XX hours

"$TMDX clinical trials for HEART and LUNG (next-gen) begin in Q4. These are the catalysts for 2026 and beyond. The innovation pipeline is fully stocked"
X Link 2025-12-08T00:01Z 3422 followers, XXX engagements

"$TMDX Kidney program could double their target market from 10k to 20k procedures by 2030. We are still in the very early innings of organ care revolutionized"
X Link 2025-12-05T19:01Z 3418 followers, XXX engagements

"$IREN is still printing cash from Bitcoin mining ($232M this quarter). Its the perfect non-dilutive funding source for their AI build out. While others mine to hold they mine to build AI data centers"
X Link 2025-12-04T00:01Z 3417 followers, 2291 engagements

"@mikealfred I like $DEO better today. Also $LW but less interesting. I have them on my radar I think we'll want/need them soon (2 or X months max)"
X Link 2025-12-04T17:35Z 3417 followers, XXX engagements

"Key quote from $APP CEO: "We're not supply constrained today we're demand constrained." They have more ad inventory than they can fill because their performance is so good. That is the best problem a business can have"
X Link 2025-12-06T11:26Z 3416 followers, XXX engagements

"I reviewed my $APP model again. For them to hit $1000/share we need multiple expansion ON TOP of perfect execution. I'm holding my winner but I'm not chasing here. Discipline wins long term"
X Link 2025-12-09T00:01Z 3417 followers, XXX engagements

"@CryptoBankz_65 Hmmm $IREN or $HIMS"
X Link 2025-12-09T09:43Z 3412 followers, XXX engagements

"@haddad_jac79558 Hmmm it definitely does not look like it will happen. I hope I'm wrong $ZETA is my 3rd largest position. What tells you that"
X Link 2025-12-09T20:53Z 3417 followers, XXX engagements

"Everyone marveling at $APP XX% revenue growth needs to look at Net Income: UP 92%. They are getting MORE profitable as they get bigger. Defies basic economic gravity"
X Link 2025-12-02T14:02Z 3417 followers, 2452 engagements

"$TMDX is starting an EU logistics network similar to the US one. Its capital intensive now but it creates the same unbreakable moat they have in America. Necessary pain for long-term gain"
X Link 2025-12-02T19:01Z 3417 followers, XXX engagements

"$ZETA is uniquely positioned as the "anti-hype" AI play. While competitors burn cash on R&D Zeta is already actively cross-selling AI tools that are accretive to margins TODAY"
X Link 2025-12-05T14:02Z 3417 followers, XXX engagements

"@trendsthefriend I share here for you just a trailer of the research I do on my platform for me and my paid subs. $TE I even have a detailed financial model price targets etc"
X Link 2025-12-08T15:42Z 3417 followers, XXX engagements

"$ZETA is effectively taking share from legacy marketing clouds that are too slow to adapt to AI. They started building their data moat X years ago not X months ago when ChatGPT launched. That lead time matters"
X Link 2025-12-09T19:01Z 3417 followers, XXX engagements

"$HOOD prediction markets hit XXX BILLION contracts in Q3. They are capturing the cultural zeitgeist of trading faster than any legacy broker could dream of"
X Link 2025-12-11T00:01Z 3418 followers, XXX engagements

"@DanteePacheco I get your frustration this is exactly the sentiment that drives the next rally. This company was worth $X just a couple of years ago. a 10x in X years $HIMS"
X Link 2025-12-11T09:36Z 3417 followers, XX engagements

"@Abrar_Trades Exactly. Be patient"
X Link 2025-12-11T09:37Z 3417 followers, XX engagements

"@Ris1844860 @farzyness Who cares dumping shares is a non-signal for me. Look at $PLTR or $HOOD or even $NVDA. The business looks better day to day Hold tight"
X Link 2025-12-11T09:38Z 3418 followers, XX engagements

"$LMND is on a clear path to Adj. EBITDA positive by Q4 2026. Given their current velocity and AI efficiency gains I believe they might surprise us and hit it sooner. 🔥 🔥 🔥"
X Link 2025-12-06T00:01Z 3421 followers, XXX engagements

"$APP is testing GenAI creatives (Sora/Veo etc.) in "weeks or months". This is the key to unlocking non-gaming advertisers who don't have 35-second video assets. When this feature launches watch out"
X Link 2025-12-04T19:01Z 3421 followers, XXX engagements

"Names like $IREN $APP $LMND are up a lot YTD. The real work now is behavioral resisting the urge to optimize after a strong run. Late in the year edge often comes from doing less and letting a well-underwritten book compound"
X Link 2025-12-11T15:30Z 3422 followers, 1661 engagements

"BREAKING News $IREN bulls looking for revenge from last month Arnie to the rescue"
X Link 2025-12-11T17:43Z 3422 followers, XXX engagements

"$HIMS Q4 guidance has a $20M-$25M headwind due to changing shipping cadences for weight loss products. Short-term traders will hate this noise. Long-term investors know it's just operational plumbing"
X Link 2025-12-09T14:02Z 3422 followers, XXX engagements

"$APP is actively buying back its own stock while entering the S&P XXX. That means index funds HAVE to buy while the company is ALSO buying. Supply and demand mechanics are . interesting right now"
X Link 2025-12-11T19:01Z 3422 followers, XXX engagements