@kimsbinvesting Avatar @kimsbinvesting Kim Seobang Investing

Kim Seobang Investing posts on X about $rbrk, $rddt, $tmdx, $nu 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 97% stocks 59% technology brands 25% social networks 12% countries 5% cryptocurrencies 4% automotive brands 4% luxury brands 1%

Social topic influence $rbrk #7, $rddt #24, $tmdx 10%, $nu 10%, $hims 9%, $lmnd 7%, $amzn 7%, $rklb 6%, $meli 6%, $sofi #50

Top accounts mentioned or mentioned by @kairospraxis @7lukehallard @tepalzoa @frameworkwisely @sniffshiba @amaymd @paulcerro @moatkim @patriarcalls @cldodson1994 @sheslee @tacticzh @babybluecream @jkess54 @joecarlsonshow @spacanpanman @kyleadamsstocks @nataninvesting @azkune2 @riyadosofian

Top assets mentioned Rubrik, Inc. (RBRK) Reddit, Inc. (RDDT) TransMedics Group, Inc. Common Stock (TMDX) NuCypher (NU) Hims & Hers Health, Inc. (HIMS) Lemonade, Inc. (LMND) Amazon.com, Inc. (AMZN) Rocket Lab USA, Inc. Common Stock (RKLB) MercadoLibre Inc (MELI) RAI Finance (SOFI) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Remitly Global, Inc. (RELY) Advanced Micro Devices (AMD) Uber Technologies, Inc. (UBER) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Axon Enterprise, Inc. (AXON) Celsius Holdings, Inc. Common Stock (CELH) MINISO Group Holding Ltd. (MNSO) Alibaba Group (BABA) Netflix Inc (NFLX) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) Metadium (META) Snowflake Inc. (SNOW) Intuitive Surgical, Inc. (ISRG) PayPal Holdings Inc (PYPL) 4 (FOUR) Oscar Health, Inc. (OSCR) Ferrari N.V. (RACE) DLocal Limited (DLO) ZetaChain (ZETA) Duolingo, Inc. (DUOL) Spotify Technology (SPOT) Regeneron Pharmaceuticals Inc (REGN) S&P Global Inc (SPGI) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Grab Holdings Limited Class A Ordinary Shares (GRAB) Builders FirstSource, Inc. (BLDR) Apple, Inc. (AAPL) Novo-Nordisk (NVO) The Root Network (ROOT)

Top Social Posts

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

"$RDDT Sarah Farrell $7.5M ( 10) . Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7 Reddit Inc $RDDT Director just purchased over $7482139 worth of shares https://t.co/WDa0bDmYB7"
X Link 2026-02-13T04:33Z 12K followers, 13.4K engagements

"📊2026 [--] [--] YTD : -7.4% [----] [--] : +128.8% [--]. High Growth - : 42.2% 🛡 $RBRK - : 12% : -13% - data resilience 🧑💻 $RDDT - : 8% : -1.8% - 🏦 $SOFI - : 7.8% : +25.1% - 🏥 $TMDX - : 7.4% : +84.7% - [--] 👀 $HROW - 4.9% : +31.6% - + 💻 $AMD - : 2% : +122.5% - CPU GPU [--]. Strong MOAT - : 38.1% 🎞 $NFLX - : 14.4% -13.7% - operating leverage AI 📦 $AMZN - : 11.3% : +2.4% - AWS Prime 💪 $NVDA - : 5.3% : +28.2% - GPU CUDA MOAT 🌍 $GOOG - : 3.9% : +81.4% - AI 🔫 $AXON - : 3.2% +5.7% - law enforcemnt + [--]. Moonshot - : 19.5% 🤖 $TSLA - : 10.1% : +124.2% - FSD 🚀 $RKLB - :"
X Link 2026-02-14T04:51Z 12K followers, 36.1K engagements

"$RBRK 🔥 . .👇 [--]. . data resilience market. . / . data breach . [--]. Zero-trust . AI . data breach . [--]. 10-15%. . 30% . [--]. net retention ratio [---] . . [--]. . .( .) [--]. AI Agent Rewind. . AI agent AI agent . . [--]. AI agent . . [--]. CEO Bipul Sinha. CEO . 10x + . [--]. . [--] 25% PE 138x. . stock based compensation (24 [--] $734M - [--] $161.2M) . . data resilience "
X Link 2025-10-18T04:43Z 12K followers, 145.8K engagements

"💫 - Luke Hallard @7LukeHallard Luke Hallard. / . [--] 23% . $ISRG [----] 50() . . 😁 . https://t.co/AM3ih2Aw4C https://t.co/AM3ih2Aw4C"
X Link 2026-01-17T06:46Z 11.9K followers, 967.3K engagements

"$RBRK . GAAP . . . 103% . 19%. 81% . . . EV/Gross Profit 16.9x . . $RBRK . [--] SaaS . https://t.co/R35WiBt8QL $RBRK . [--] SaaS . https://t.co/R35WiBt8QL"
X Link 2026-01-28T00:14Z 11.8K followers, 457.5K engagements

". [----] [--] [--] $PYPL $RKLB . : : -38.64%📉 : +1138.87%📈 . . Sold 100% of $PYPL at $65 with 12% gains and bought $RKLB I still think $PYPL is a safe investment that has very low downside. But it also means not much upside as a PE of [--] in 26s est when the current PE is 15-16. Also have enough exposure to $FOUR in payment fintech industry Sold 100% of $PYPL at $65 with 12% gains and bought $RKLB I still think $PYPL is a safe investment that has very low downside. But it also means not much upside as a PE of [--] in 26s est when the current PE is 15-16. Also have enough"
X Link 2026-02-04T02:52Z 11.8K followers, 44.4K engagements

"$RBRK 8K - 🔥 5% 📈. . . . AI . # - $TMDX $RBRK 🔴 : $TMDX $136.46 8.6% - 7.1% . 28%📈. 🟢 : $RBRK $51.16 8.7% - 10.4% . . . AI https://t.co/Nv13LVnauI # - $TMDX $RBRK 🔴 : $TMDX $136.46 8.6% - 7.1% . 28%📈. 🟢 : $RBRK $51.16 8.7% - 10.4% . . . AI https://t.co/Nv13LVnauI"
X Link 2026-02-05T00:03Z 11.9K followers, 13.8K engagements

"$RBRK (CRO) 🔥. . IT DB DB . [--] [--] DB Senior Vice President . [--] [--] . + + . Jesse Green has been named Chief Revenue Officer leading Rubriks global revenue organization as we continue to scale and accelerate our rapid growth and industry leadership. Congratulations Jesse We look forward to your continued leadership driving cyber resilience and AI https://t.co/YrtGDXxgxj Jesse Green has been named Chief Revenue Officer leading Rubriks global revenue organization as we continue to scale and accelerate our rapid growth and industry leadership. Congratulations Jesse"
X Link 2026-02-05T00:33Z 11.9K followers, 14.1K engagements

"$RBRK . . . $RBRK . $RBRK (CRO) 🔥. . IT DB DB . https://t.co/oCmoYpKdDg $RBRK (CRO) 🔥. . IT DB DB . https://t.co/oCmoYpKdDg"
X Link 2026-02-05T00:41Z 11.9K followers, [----] engagements

"$RBRK [--] . . . . . $RBRK 8K - 🔥 5% 📈. . . https://t.co/1TlFkruJzJ $RBRK 8K - 🔥 5% 📈. . . https://t.co/1TlFkruJzJ"
X Link 2026-02-06T01:00Z 11.9K followers, [----] engagements

"HHS Hims & Hers Health Title [--] . $HIMS DOJ 10% .📉 . . [--] [--] $43 $HIMS . . https://t.co/PJ3CvxNf02 [--] [--] $43 $HIMS . . https://t.co/PJ3CvxNf02"
X Link 2026-02-06T22:00Z 12K followers, 22.1K engagements

". $RDDT ( ) @sniffshiba . 😁 https://t.co/Zi6rXjyXSz https://t.co/Zi6rXjyXSz"
X Link 2026-02-07T00:41Z 12K followers, [----] engagements

"$RDDT [----] [--] 📝 logged-in 5% . . logged-in logged-out . 100% . explore engagement . . . ARPU( ) . ARPU . ' ' '' . . https://twitter.com/i/web/status/2019941932425003292 https://twitter.com/i/web/status/2019941932425003292"
X Link 2026-02-07T01:11Z 12K followers, 13.5K engagements

"📊2026 [--] [--] YTD : -5.5% [----] [--] : +133.4% [--]. High Growth - : 43.8% 🛡 $RBRK - : 11% : -18.6% - data resilience 🏥 $TMDX - : 7.5% : +92.1% - [--] 🧑💻 $RDDT - : 5.5% : -5.3% - 🛒 $MELI - : 4.8% : +2.3% - e-commerce + 👀 $HROW - 4.8% : +30.6% - + 💻 $AMD - : 4.3% : +90.2% - CPU GPU 🔫 $AXON - : 3% +1.9% - law enforcemnt + 🏦 $SOFI - : 2.8% : +173.6% - [--]. Strong MOAT - : [--] % 🎞 $NFLX - : 12.4% -10.6% - operating leverage AI 📦 $AMZN - : 11.7% : +3.3% - AWS Prime 🌍 $GOOG - : 6.6% : +93.1% - AI 💪 $NVDA - : 5.3% : +30.1% - GPU CUDA MOAT [--]. Moonshot - : 20.1% 🤖"
X Link 2026-02-07T06:25Z 12K followers, 16.9K engagements

"@tepalzoa 😁 [--] "
X Link 2026-02-07T06:34Z 11.8K followers, [---] engagements

"$HIMS . . . . . . . . FDA DOJ . . . https://twitter.com/i/web/status/2020871572354208211 https://twitter.com/i/web/status/2020871572354208211"
X Link 2026-02-09T14:45Z 11.9K followers, 19.8K engagements

"$HIMS . . . . . @A_May_MD @paulcerro . . . . . $HIMS . . . https://t.co/2FmOgGoASD $HIMS . . . https://t.co/2FmOgGoASD"
X Link 2026-02-09T15:01Z 11.8K followers, 13.4K engagements

"$RBRK . : : . . 1: (crme de la crme) CM( ) . . 2: FAANG(/ ) . . . . . https://twitter.com/i/web/status/2021254000373530823 https://twitter.com/i/web/status/2021254000373530823"
X Link 2026-02-10T16:04Z 11.9K followers, [----] engagements

"@Moat_Kim 😁"
X Link 2026-02-12T02:12Z 11.9K followers, [----] engagements

"# - $AMD $SOFI 🔴 : AMD $AMD - $212.81 4.3% - 2.1% . - 72.5%📈 🟢 : $SOFI - $20.44 2.8% - 5.1% . [--]. AMD . 'AMD SOFI [--] ' . AI . . () ROI . AMD ' ' AMD . + AI . . [--]. SoFi . . . . ' ' . https://twitter.com/i/web/status/2021896664215433694 https://twitter.com/i/web/status/2021896664215433694"
X Link 2026-02-12T10:38Z 11.9K followers, [----] engagements

"$RDDT . : 29.39% : 68.4% 97.8% . $RDDT Sarah Farrell $7.5M ( 10) . https://t.co/MmcAhuATAV $RDDT Sarah Farrell $7.5M ( 10) . https://t.co/MmcAhuATAV"
X Link 2026-02-13T13:39Z 12K followers, [----] engagements

". .👇 [--]. $RBRK -27% 📉 [--]. $RDDT -39% 📉 [--]. $NFLX -18% 📉 [--]. $SOFI -25% 📉 . . . . . 📊2026 [--] [--] YTD : -7.4% [----] [--] : +128.8% [--]. High Growth - : 42.2% 🛡 $RBRK - : 12% : -13% - data resilience 🧑💻 $RDDT - : 8% https://t.co/vdFADElYfD 📊2026 [--] [--] YTD : -7.4% [----] [--] : +128.8% [--]. High Growth - : 42.2% 🛡 $RBRK - : 12% : -13% - data resilience 🧑💻 $RDDT - : 8% https://t.co/vdFADElYfD"
X Link 2026-02-14T07:44Z 12K followers, 65.7K engagements

". . http://x.com/i/article/2023278711014141952 http://x.com/i/article/2023278711014141952"
X Link 2026-02-16T06:51Z 12K followers, [----] engagements

"Hi hb thanks for the comment as always. I think Tesla will eventually figure out the robotaxi without Lidar with A15 which will significantly improve the computing power used for self driving. The bugger issue here I think is regulartory risks in the near term. Not having Lidar could be perceived as risky in the eyes of public and the regulators. Thats why Tesla needs to be careful when expanding its service as one accident can lead to far worse implications in regulation perspectives. So in short I think Tesla will succefully take over the self driving cars market in the long run but in the"
X Link 2025-06-24T20:13Z [----] followers, [---] engagements

"@patriarcalls @cldodson_1994 Thanks for sharing. Do you have any experience with INTR How do they differ from $NU"
X Link 2025-07-04T13:58Z [----] followers, [--] engagements

"@sheslee Agreed. Without the CEO I would have not invested in $OSCR"
X Link 2025-07-16T13:46Z [----] followers, [----] engagements

"@FrameworkWisely How did you get the 35% annual growth rate"
X Link 2025-07-22T17:20Z [----] followers, [---] engagements

"@TacticzH Would be interested in $RACE"
X Link 2025-08-11T07:45Z [----] followers, [----] engagements

"@babybluecream $NU 🔥🔥🔥"
X Link 2025-08-16T14:38Z [----] followers, [---] engagements

"@jkess54 Added to $TMDX today $DLO and $ZETA do seem attractive from the valuation perspective but I dont understand the clear differentiation that they have over other competitors"
X Link 2025-08-26T06:15Z [----] followers, [---] engagements

"Its a great company and on my watchlist. I thought the moat was not as strong as $NU since they have Amazon and other players. However I think I didnt understand the market and Melis MOAT which comes naturally since I dont live there. I might start a position if theres a correction related to macro issues in Latin America but for right now Im good with $NU for the Latin America exposure. Also $NU is not my core holding but more like a holding for diversification from US concentrated portfolio. Im planning to sell $NU to buy my core holdings during the market downturn"
X Link 2025-08-30T15:31Z [----] followers, [---] engagements

"@joecarlsonshow I dont know if users love $DUOL as much as they did to $SPOT"
X Link 2025-08-30T15:43Z [----] followers, [----] engagements

"@spacanpanman Does $SRTA have the storage tech like $TMDX to justfy the comparable multiple Tried to study more about the company but couldnt find much info. Thanks"
X Link 2025-08-30T15:45Z [----] followers, [---] engagements

"@KyleAdamsStocks Highly recommend looking into $HROW. Below is my analysis on it. - $HROW . .👇() [--]. FDA https://t.co/gudCqyAhDh - $HROW . .👇() [--]. FDA https://t.co/gudCqyAhDh"
X Link 2025-08-31T20:58Z [----] followers, [----] engagements

"@nataninvesting Whats your thesis on $REGN"
X Link 2025-09-25T20:55Z [----] followers, [----] engagements

"Portfolio Update Long-term: $TSLA $HIMS $LMND $RKLB $PLTR $RDDT Mid-term: $AMZN $META $SOFI $TMDX $AXON $CLBT $NU $AMD Short-term: $RELY $UBER $MNSO $BABA Speculative: $SNOW $CELH $SPGI 1YR return: 128% CAGR since inception: 74.7% #stock # #"
X Link 2024-12-21T04:33Z 10.3K followers, 17.7K engagements

"Changes: In: None Up: $TMDX $AMD $NU Down: $RELY Out: $NVDA"
X Link 2024-12-21T04:33Z 10.3K followers, [---] engagements

"📚Stock Analysis: $MELI MercadoLibre In this thread Im going to write down my thesis risks and assessment of the current valuation. Please reply or repost if you would like to see contents like this in the future See thread below 🧵 $MELI $AMZN $NU (1/n)"
X Link 2025-01-08T18:50Z 10.7K followers, [----] engagements

"4. 🔍Mercado Libre $MELI Valuation: ⚪Revenue growth: Slightly Conservative - [--] growth rate: 42.76% - [--] growth rate: 22.13% - Growth rate getting halved seems pretty conservative but given the exchange rate risk this deceleration could be justified. 🔵Margin Expansion: Conservative [---] EBTIDA margin: 14.9% [---] EBITDA margin: 17.8% - Slight expansion seems conservative especially when $MELI already has the EBITDA margin of 17.93% in the past. 🔵Multiple Expansion: Conservative - Current PE: [----] - [--] PE: [----] in [--] PE is seems low to me since $AMZN is trading around the same [--] PE with half"
X Link 2025-01-08T18:50Z 11K followers, [---] engagements

"5. 🧑⚖Mercado Libre $MELI Final Verdict: Buy - despite slight recovery from last week $MELI is still 20% down from its 52wk high. $MELI has been on my watchlist for a long time and now that the sentiments towards Latin America stocks has become low it could be a good time to start a position in $MELI. $MELI $AMZN $NU (6/n) https://twitter.com/i/web/status/1877065396940878325 https://twitter.com/i/web/status/1877065396940878325"
X Link 2025-01-08T18:50Z 11K followers, [---] engagements

"Holding Update - $TMDX $TMDX was down by 20% in December [----] and I continued to buy on the dips and now it recovered to my average basis. The price action today is based on macro sentiment rather than $TMDX idiosyncratic movements but it still shows the positive momentum in the stock. I think $TMDX is still undervalued and still have pretty good upside from todays level. I will trim the position back down to 5% when $TMDX reaches the reasonable valuation(currently 9% position). Portfolio Update Long-term: $TSLA $HIMS $LMND $RKLB $PLTR $RDDT Mid-term: $AMZN $META $SOFI $TMDX $AXON $CLBT $NU"
X Link 2025-02-04T20:06Z [----] followers, [----] engagements

"Holding Update - $HIMS $HIMS went up 27% just today and has generated the highest return out of all of my holdings. $HIMS went up 6x from my average cost basis in just a year. Now $HIMS is trading at 45.6x [--] earnings with 13.7% growth projected. I think its slightly overvalued in the near term and the probability of the correction increased. My purchase lot reach one year mark tomorrow I will sell those lot next week to save some capital gains tax and reduce some risks since the allocation is getting too big"
X Link 2025-02-14T02:01Z [----] followers, [----] engagements

"Mistake Note - $BABA I sold out of $BABA a month ago and it has ran up 52% since then. My original reasoning behind selling was the sentiment for China was recovering and could get lower in the near term because of Trump and I couldnt trust the forecasted numbers from China. However now that I think about it $BABA was really cheap with forward PE of [--] around [--] meaning the bad sentiment was still priced in and my allocation was too small that it wouldnt affect much of my performance even if $BABA goes to zero due to fraud which is very unlikely to happen. But at the same time such a high run"
X Link 2025-02-14T19:13Z [----] followers, [---] engagements

"@Azkune2 I just use X to get the ideas but I go through my verification process to see first if the company is a good quality company and then look at the valuation to see if they are trading at reasonable valuation"
X Link 2025-02-14T21:49Z [----] followers, [--] engagements

"Analysts are expecting around 30% growth and $LMND s operating expenses are not growing as much because of its automated structure. The most important and major catalyst for $LMND is auto insurance business and cross selling opportunities. [----] will be the important year to see how it plays out"
X Link 2025-02-15T14:17Z [----] followers, [---] engagements

"@FrameworkWisely Heres my initial reasons why I bought $RELY back in September last year. I started initial position $RELY at $13.97 today. Here are my reasonings behind this decision. [--]. The number of immigrants will increase non-stop going forward. TAM will continue to grow at a healthy rate with this sector growth. I started initial position $RELY at $13.97 today. Here are my reasonings behind this decision. [--]. The number of immigrants will increase non-stop going forward. TAM will continue to grow at a healthy rate with this sector growth"
X Link 2025-02-15T14:19Z [----] followers, [---] engagements

"Thesis Update -$RDDT Here are my updated thesis and thoughts after the recent earnings call. [--]. Differentiation from other platform: $RDDT doesnt have to share ad revenues and people still communicate to purely connect with others. This non-financial interest increases the integrity of the post and comments which leads honest reviews and recommendations of product. As a result 40% of internet users consider recommendations on Reddit. IMO this is the biggest value of Reddit and quality and uniqueness of the proprietary data. [--]. Unique value of the Reddit data and AI licensing: The uniqueness"
X Link 2025-02-15T23:24Z [----] followers, [----] engagements

"Right. But the users in Meta is more broad. For People who use Reddit to search items they come to Reddit to see peoples honest reviews. Even if they see the ads in the comments they will still look at the peoples comments when making decisions. I guess if the purpose of ad is just to increase the brand awareness and not direct sales at the point of view I will say its the same but certainly not better still. No competitive reasons for business to spend ad money unless it is cheaper than $META or $GOOG"
X Link 2025-02-16T21:44Z [----] followers, [--] engagements

"I like the second point that it is less saturated than the other platforms. I just did a quick research and twitter(I think is more similar to Reddit since it is mostly texted based unlike Google or Facebook) had a ad revenue of $4.7B in [----] and ARPU of $18.71. Considering the fact that the $RDDT ad revenue for [----] was $1.2B with ARPU of $4.24 and have differentiating factors than twitter like AMA and communities format they still have more rooms for growth even if the ad is sorely sold for impressions not conversions"
X Link 2025-02-17T03:10Z [----] followers, [--] engagements

"@riyadosofian Join the team $lmnd"
X Link 2025-02-17T15:22Z [----] followers, [---] engagements

"Yes $PDD is being audited but they are not inspected by PCAOB. I think thats why there was delisting issue in the past. I think the risk is still there and it is somewhat priced in given such a low price. But if this risk is not resolved there is going to be pretty strong limit on how much up it can go IMO since risk on the risk-reward is high that rewards should be massive to justify the purchase and rewards get lower as the price moves up"
X Link 2025-02-17T16:09Z 10.3K followers, [---] engagements

"$CLBT is migrating their existing digital forensic installed base to Inseyets product subscriptions. The early feedback from migrated clients has been exceptional with most reporting significant improvements in the speed and efficiency of their investigative processes. It is not just changing the payment method but moving to an improved subscription-based product that provides better experience for customers. This comes with cross selling and upselling opportunities for Guardian and Pathfinder"
X Link 2025-02-17T18:16Z [----] followers, [---] engagements

"@johnbarker44 I see potential of $CLBT similar to $AXON. I dont think its moat is as strong as $AXON but it gives me similar vibes"
X Link 2025-02-17T18:30Z [----] followers, [---] engagements

"I think moat of $RELY is similar to $HOOD where user experience and UI design is better than its competitors despite having lots of players in the market. As a user myself I can confirm $RELY has provided the best UI and fast and convinient way to transmit money abroad. Trust is really important in this market as you dont want to use a weird company to handle your money. They have already established their brand and trust with their initial investment in marketing and will benefit from this branding later in the future"
X Link 2025-02-17T19:31Z [----] followers, [---] engagements

"$GRAB is already trading at premium. 48.5x of forward [--] PE with 15.5% sales growth estimated. This is much of a premium when compared to $UBER. 19.5x of forward [--] PE with 14.5% sales growth estimated. I agree that it could generate a decent return but I dont think it is crazy cheap"
X Link 2025-02-17T20:44Z [----] followers, [---] engagements

"Transaction Log - $HIMS Sold one block of shares that passed a year mark at $59.25 with 509.2% gains. Reasons: [--]. The allocation is getting too big(currently 15% of the portfolio) [--]. Forward [--] PE of 47.3x seems kind of high when the revenue growth estimated is 14.4% and the competition is increasing. [--]. The shortage risks are not priced in. Plan: For the reasons above I think I can buy the shares at lower price than the current valuation if I want to. I already have the too large allocation on $HIMS that I want to reduce more around by the end of this month(when the rest of the lots pass one"
X Link 2025-02-19T02:16Z [----] followers, [----] engagements

"Transaction Log - $AMZN Bought more of $AMZN at $224.66. Reasons: [--]. Analysts estimate is pretty conservative with estimating only 10% growth in [--] with EBITDA margin improvement from 22.6% in [--] to 27.6% in [--]. $AMZN has so many options that they can leverage to improve both revenue growth and margin expansions. [--]. Forward [--] PE of [----] is really low when considering the quality of Amazon. If we assume $AMZN will maintain its PE of [--] in [--] which is reasonable given its moat we can expect the annualized return of 20% over the next three years. Plan: I will continue to buy $AMZN if it stays"
X Link 2025-02-19T02:56Z [----] followers, [----] engagements

"@bokkk89 Thanks for the comment. It means a lot Glad it helps"
X Link 2025-02-19T05:58Z [----] followers, [--] engagements

"@KrisRymer @KoyfinCharts Whats your thesis behind $BLDR other than cheap valuations"
X Link 2025-02-19T13:28Z [----] followers, [--] engagements

"@MichaelWigginsO What sets $FVRR apart from its competitors Are there reasons why you think $FVRR is an opportunity other than the valuation"
X Link 2025-02-19T14:57Z [----] followers, [---] engagements

"@DMetropolitan Which brokerage platform do you use Are there any associated fees How do you keep track of them when its hard to follow them since there are not that many public information about them Sorry for too many questions but Im thinking about going into OTC equities"
X Link 2025-02-19T17:19Z [----] followers, [---] engagements

"@munster_gene I dont see innovation from $AAPL anymore. Huge disappointment for Apple intelligence"
X Link 2025-02-19T17:23Z [----] followers, [---] engagements

"@ryshab Thats me 🤣 but I will continue to trim if this movement continues after the earnings call. Not the kind of volatility that I feel comfortable given the huge allocation of my portfolio"
X Link 2025-02-19T17:32Z [----] followers, [--] engagements

"Impressive demo of AI customer agent of $LMND. Great execution by the team and management. Currently holding it as my 7% holding and will continue to hold for the long-term"
X Link 2025-02-19T19:21Z [----] followers, [----] engagements

"Transaction Log - $CLBT Bought more of $CLBT at $18.78. Reasons: [--]. $CLBT is the clear leader in the digital forensic market which will continue to grow in the future. [--]. The recent drop is due to concerns related to defense spending cut. However the areas $CLBT play are in high importance related to national security that will still be in high demands. See my thesis below. [--]. The analysts are forecasting the revenue growth to be 15.9% in [----] which is quite reasonable and the implied PE in [--] based on the current price is 23.6x. If $CLBT achieve that estimates and have 40x PE multiple in"
X Link 2025-02-20T23:30Z [----] followers, [----] engagements

"Holding Update - $HIMS $HIMS is dropping more than 20% because FDA announced Oxempic and Wegovy shortages are fully resolved. The drop was anticipated and the magnitude of the drop is still below my expectations. I will continue to hold until the earnings call to see how the CEO address the issues since these were well known risks for a long time. $HIMS DROPS 15% AS FDA CONFIRMS $NVO OZEMPIC & WEGOVY SHORTAGES ARE FULLY RESOLVED 👀 https://t.co/66fy7m1ZZP $HIMS DROPS 15% AS FDA CONFIRMS $NVO OZEMPIC & WEGOVY SHORTAGES ARE FULLY RESOLVED 👀 https://t.co/66fy7m1ZZP"
X Link 2025-02-21T18:15Z [----] followers, [----] engagements

"No. There are still downside if the earnings call comes out to be lower than expected which is possible given the high expectation shown by the recent movement in the stock price. I already trimmed some portion of my position for $HIMS at this level and was planning to trim more but given the shortage risk is somewhat taken off the table I decided to hold until the earnings call to see how the CEO address the issue. If he addresses it well it will be a positive catalyst. If not it will be a negative catalyst. Im not confident on the probability of the two so Im going to just hold rather than"
X Link 2025-02-21T18:31Z [----] followers, [---] engagements

"Trading Log - $NU Bought more of $NU at $10.88 on 2/21/2025. Reasons: [--]. Despite missing the estimates the business and fundamental is going into right direction and $NU is clearly the leader and disruptor in the fintech market in Latin America which is growing as a whole. [--]. More room for growth through expansion in Latin America. $NU is already seeing the success in Mexico at a rapid pace and can tap into other market too. [--]. Valuation is really attractive at this level. Currently trading at around 13x PE of [--] estimated earnings with 29% growth rate forecasted by analysts. I think the"
X Link 2025-02-23T00:31Z [----] followers, [----] engagements

"Transaction Log - $CELH Sold out of $CELH at $32.9 with -36.9% loss after the run up on 2/21/2025. Reasons: - the low sentiment towards stock finally has shifted after the earnings call with the acquisition but the acquisition doesnt prove the competing power of $CELH products but actually disapprove it. - $CELH is not too expensive at 21.9x [--] PE with 15.8% growth rate forecasted but it is also not cheap. I dont have much conviction in its competing powers as I have seen its massive discounts to sell more units in a lot of stores. There is not a clear sign for me to know the market position"
X Link 2025-02-23T00:31Z [----] followers, [---] engagements

"@JonahLupton 💯 I agree. The magnitude of the drop was overblown imo. $NU is one of the best bets f anyone is interested in exposure for Latin America equities"
X Link 2025-02-23T01:25Z [----] followers, [---] engagements

"What differentiates Lemonade car insurance $LMND Here are key comments by Daniel Schreiber CEO about Lemonade Car insurance in the previous investor day. It is a long thread but I think this is a must read for $LMND investors. - Telematics can lower premiums by about 15% for 2/3 of customers. - So when somebody else says they're doing telematics best case they mean we're doing it for a couple of weeks pricing you and then we discontinue it. For us 92% of our business it is continuously generating and streaming data on how you're driving. Why is this so meaningful It is true that you get some"
X Link 2025-02-23T05:18Z [----] followers, 11.6K engagements

"I think Telematics can still measure the brake usage the speed and direction to get some pictures of driving patterns of a customer and they dont need to be perfect. The important point in my opinion is that it is way more accurate way to measure risks of a driver than pricing based on much less correlated data such as gender or age without those driving data"
X Link 2025-02-23T06:21Z [----] followers, [---] engagements

"During the investor day presentation the key differentiation for $LMND over other car insurerss telematics was the fact that $LMND requires continuous use of telematics whereas others dont after the testing period is done. While other car insurers like $ROOT dont require customers to use telematics after the testing period they dont force them to not use it meaning there would be quite a lot of customers still use the telematics after the testing period. What does set $LMND apart from other car insurers in that sense(maybe specifically $ROOT case) Thanks"
X Link 2025-02-26T20:31Z [----] followers, [---] engagements

"🗂Thesis and Risks $AMZN Updated May [--] [----] 📈Thesis: [--]. AWS as Cash Machine + AI Platform: AWS continues to be Amazons profit engine generating $29.3B in Q1 revenue (+17% YoY) and 63% of total operating income. With a $189B backlog AWS remains the infrastructure backbone for enterprise cloud and AI. Its investments in Trainium2 chips Bedrock (AI model hosting) and Q (business copilots) position it as a full-stack GenAI platform for enterprises. [--]. Retail + Ads = Scalable Commerce Ecosystem: Amazons North America retail continues to grow with 8% YoY growth in Q1 supported by its third-party"
X Link 2025-05-06T02:20Z [----] followers, [---] engagements

"@rklb_invest 🔥🔥🔥"
X Link 2025-12-24T04:36Z 10.8K followers, [---] engagements

"@JayC_Investing Good question. Probably $MELI or $NFLX"
X Link 2026-01-03T04:06Z 11K followers, [---] engagements

"@Jaymin_Alpha 👍👍👍"
X Link 2026-01-13T02:03Z 11.2K followers, [---] engagements

"@CapexAndChill My major concern with $SE is their reliance on gaming as the majority of their EBITDA comes from gaming. Gaming seems too competitive and not sure how they have a moat in this sector. Any thoughts on this Still learning on this name"
X Link 2026-01-16T20:24Z 11.5K followers, [---] engagements

"@j_foundation_76 😂😂"
X Link 2026-01-17T04:13Z 11.3K followers, [--] engagements

"Thanks It is worth taking a look All of their product line is growing well. There is not much risk associated with FDA approval risk as the management deliberately focuses on or acquires only FDA-approved or late stage medicines. Great sector growth with increase demand in eye-care. Interested to hear your thoughts here or in your podcast sometime https://twitter.com/i/web/status/2012516957053153706 https://twitter.com/i/web/status/2012516957053153706"
X Link 2026-01-17T13:26Z 11.4K followers, [---] engagements

"Great question. Its a great business. There are some haters due to data breach and delivery workers overwork issues but they still use it because there is no alternative in terms of fast delivery. The reason why I dont own the company is becaue I dont consider Korea e-commerce sector itself to be really attractive. Korea already has one of the highest smartphone penetration rates and its population is declining. Since the pie itself is not growing fast Coupang is trying to tap into other counties like Taiwan but I only heard bad reviews. Another thing to note is the power of union and workers"
X Link 2026-01-22T23:23Z 11.5K followers, [--] engagements

"It is in my watchlist with the recent pullback due to the data breach but I havent pull the trigger due to concerns realted to declining population and political risks. Workers right is highly protected here with lots of regulations. An example of this is Uber. Uber is only allowed to use a licensed taxi drivers driver to protect taxi drivers jobs. Coupang has lots of workers to take care of and politicians are always watching to find faults. Regarding the data breach it came out to be nothing but the attitude of the acting CEO at the National Assembly hearing pissed some people off. However"
X Link 2026-01-22T23:52Z 11.5K followers, [---] engagements

"@KairosPraxis No I didnt. I will have to take a look. Thanks for sharing"
X Link 2026-01-24T03:07Z 11.5K followers, [---] engagements

"Learning Journal - DAM Q4 [--] Letter Below are the top [--] picks of Donville Kent Asset Management which generated 102.8% in [----]. Their criteria was getting more than twice the earnings growth for almost one third the valuation $ZDC $PRL $CPH $VHI $E $MDA $AEP $FORA $GSY $SECU $CTS The screenshot below shows the list of name and its comparison with Mag [--] companies. They are all Canadian companies and I will take a look at them as I have never heard of any of them. Learning Journal Heres an interesting chart from Donville Kent Asset Management [----] Q4 letter. Earnings growth does matter. In the"
X Link 2025-02-18T07:34Z 11.8K followers, [----] engagements

"@topsecretstocks @sofwave Thanks for sharing Will take a look"
X Link 2025-08-22T19:06Z 11.9K followers, [---] engagements

"$RKLB CEO 🔥🔥 [--] (1) (2) . . "
X Link 2025-11-11T08:36Z 11.9K followers, 25.8K engagements

"$ASTS AST [--] 🚀🚀🚀🚀 BlueBird [--] has left the factory and is headed to space Next stop: Cape Canaveral Florida🚀🚀🚀🚀🚀🚀🚀 Identical to BlueBird [--] BlueBird [--] will also be the largest commercial communications satellite ever launched into low Earth orbit. This marks another milestone as we https://t.co/VWtY8LbibL BlueBird [--] has left the factory and is headed to space Next stop: Cape Canaveral Florida🚀🚀🚀🚀🚀🚀🚀 Identical to BlueBird [--] BlueBird [--] will also be the largest commercial communications satellite ever launched into low Earth orbit. This marks another milestone as we"
X Link 2025-12-22T03:43Z 11.9K followers, [----] engagements

"📊2026 [--] [--] YTD : +5.7% [----] [--] : +161.2% [--]. High Growth - : 41.8% 🏥 $TMDX - : 10.8% : +59.1% - [--] 👀 $HROW - 6% : +22.5% - + 🧑💻 $RDDT - : 5.7% : +62.4% - 🛡 $RBRK - : 4.9% : -0.9% - data resilience $MELI - : 4.7% : +13.1% - e-commerce + 💻 $AMD - : 3.8% : +85.4% - CPU GPU 🏦 $SOFI - : 3.1% : +259.4% - $NU - : 2.7% : +63.9% - [--]. Strong MOAT - : [----] % 📦 $AMZN - : 12.3% : +21.4% - AWS Prime 🎞 $NFLX - : 9.2% -5.4% - operating leverage AI 🌍 $GOOG - : 6% : +96.7% - AI 💪 $NVDA - : 4.7% : +29.7% - GPU CUDA MOAT [--]. Moonshot - : 21.7% 🤖 $TSLA - : 9.4% : +139%"
X Link 2026-01-10T20:04Z 11.9K followers, 19.1K engagements

"@WillBiddy_ $RBRK"
X Link 2026-01-30T05:53Z 11.6K followers, [---] engagements

"- 🛡 $RBRK $RBRK . AI . AI . . $RBRK 😁. . [--] S&P500 14.3% 30% . AI https://t.co/XZRo2GQkZu . [--] S&P500 14.3% 30% . AI https://t.co/XZRo2GQkZu"
X Link 2026-01-30T06:34Z 11.8K followers, [----] engagements

"@KairosPraxis I think it is a solid buy. However I didnt pull the trigger because I think $MELI is better in terms of pace and durability of the top line growth and $AMZN is better in terms of moat"
X Link 2026-02-03T04:20Z 11.8K followers, [---] engagements

"@Nice_Stock_"
X Link 2025-09-09T05:48Z 12K followers, [----] engagements

". . . . ( $50M) . [--] Non-GAAP 41.2% + P/E 4.8x . . ( $50M) . [--] Non-GAAP 41.2% + P/E 4.8x . "
X Link 2025-10-03T16:45Z 12K followers, [----] engagements

". $NXGL Sam McColgan . @sammccolgan https://breakoutinvestors.substack.com/p/tripling-down-on-nexgel-after-doubling https://breakoutinvestors.substack.com/p/tripling-down-on-nexgel-after-doubling"
X Link 2025-10-03T16:45Z 12K followers, [----] engagements

"10/9 1.37% . . . . . . . . . . 👇 (1) EPS . https://t.co/KOkJ48UIDv . . 👇 (1) EPS . https://t.co/KOkJ48UIDv"
X Link 2025-11-08T00:24Z 12K followers, 506.2K engagements

". + AI . . FOMO . . . "
X Link 2025-11-20T05:36Z 12K followers, 267K engagements

"$RKLB +10.4%📈 $ASTS AST +7.2%📈 . . . . . X IPO $1.5T . $ASTS AST 8.5.%📈 $RKLB 7.7% 📈 X . https://t.co/MdR6D7LiJi X IPO $1.5T . $ASTS AST 8.5.%📈 $RKLB 7.7% 📈 X . https://t.co/MdR6D7LiJi"
X Link 2025-12-12T01:23Z 12K followers, 807K engagements

"$ASTS AST [--] ISRO [--] [--] 15%📈 [--] . . 🚀 LVM3-M6 Mission Launch Scheduled The launch of LVM3-M6 is scheduled on [--] December [----] at 08:54 hrs IST from the Second Launch Pad (SLP) SDSC SHAR Sriharikota. 👀 The public can witness the launch from the Launch View Gallery SDSC SHAR by registering online: 👉 https://t.co/DXJ9JsFAhM 🚀 LVM3-M6 Mission Launch Scheduled The launch of LVM3-M6 is scheduled on [--] December [----] at 08:54 hrs IST from the Second Launch Pad (SLP) SDSC SHAR Sriharikota. 👀 The public can witness the launch from the Launch View Gallery SDSC SHAR by registering"
X Link 2025-12-20T19:49Z 12K followers, 70.4K engagements

"# - $ASTS $RBRK 🔴 : $ASTS AST $107.66 4.4% - 3.4% . 190.2%📈. 🟢 : $RBRK $63.51 5.2% - 6.3% . - $ASTS : . . $RKLB $ASTS . - $RBRK : $CVLT . . SaaS AI AI . AI AI . . $RBRK . GAAP . . . 103% https://t.co/CBz5F8Aq7z $RBRK . GAAP . . . 103% https://t.co/CBz5F8Aq7z"
X Link 2026-01-28T01:42Z 12K followers, [----] engagements

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