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@mathlonning Avatar @mathlonning Matheus Lonning

Matheus Lonning posts on X about $tmdx, eps, $asml, asml the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance stocks technology brands

Social topic influence $tmdx #8, eps, $asml #112, asml #180, $4543t, $tmdxs, adoption, all the, $tsm #150, acquisition

Top assets mentioned TransMedics Group, Inc. Common Stock (TMDX) Taiwan Semiconductor (TSM) Energy Transfer, LP. (ET) Super Micro Computer, Inc. Common Stock (SMCI) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Applovin Corporation (APP) Morgan Stanley (MS) Oklo Inc. (OKLO) Regeneron Pharmaceuticals Inc (REGN)

Top Social Posts #

Top posts by engagements in the last XX hours

"Strongly believe $TMDX would not have made the plane acquisition if they were going to miss analyst estimates for Q3 or were at least confident Q4 was going to go well. Management knows any slight miss will lead to shorts piling up and this purchase could be used as fuel. Can't wait for the Q3 call. IMO EPS will beat by over XXX% and revenue will come in line with expectations. Don't forget management said there was upside to the yearly guidance raised in Q2; therefore don't rule out another raise"
X Link @mathlonning 2025-10-08T17:48Z XXX followers, 4476 engagements

"@ManthanTweets1 Welcome back Missed your $TMDX posts"
X Link @mathlonning 2025-10-14T15:32Z XXX followers, XXX engagements

"Im becoming increasingly optimistic that $TMDX will meet or even exceed analyst estimates of $145M rev for Q3. I am also quite confident EPS will be a huge beat. When comparing Q3 to Q1 numbers; the number of flights is very similar except this time we have more revenues coming through the ground + next gen ocs trials (management didnt include rev boost in guidance but mentioned it would contribute 2-5% to total rev back in February or March) + there should be some revenue coming in from Europe operations. They did $143.5M in Q1. I believe they will at the very least meet expectations and"
X Link @mathlonning 2025-10-13T17:49Z XXX followers, 2971 engagements

"$TMDX planes busy last few days 👀👀"
X Link @mathlonning 2025-10-11T21:02Z XXX followers, 2189 engagements

"Debating if I should just stay up to listen to $ASML reduce guidance even though they have record orders coming up in 2026 lol"
X Link @mathlonning 2025-10-15T03:06Z XXX followers, XXX engagements

"Waleed said so at conference early September (ground ops); management has not included any trial revenue in their yearly guidance for 2025 I am using comment from q1 earnings call where Waleed said it would contribute a small amount to 2025 revenue (2-5%) before trials were even approved. Management is being conservative so the q3 debacle doesnt happen again Im being slightly less conservative; Mercedes deal + Italy hub Im assuming theres a statistically significant growth in Europe could only show up in upcoming quarters"
X Link @mathlonning 2025-10-14T00:55Z XXX followers, XXX engagements

"Another day another $TMDX purchase. Great risk/reward at these levels. My final revenue estimates for Q3 are coming soon. Getting all flights on the spreadsheet"
X Link @mathlonning 2025-09-30T16:17Z XXX followers, 2774 engagements

"@stonk_wisdom Yeah I was going to ask why not just buy shares and collect dividend"
X Link @mathlonning 2025-10-14T04:36Z XXX followers, XX engagements

"COMPETITORS In the organ preservation and transplantation sector $TMDX faces competition from companies like XVIVO Perfusion and OrganOx (recently acquired by Terumo). While both have established technologies $TMDX's Organ Care System (OCS) offers distinct advantages in terms of organ viability and clinical adoption. XVIVO Perfusion XVIVO specializes in ex-vivo lung perfusion (EVLP) with its XPS platform and offers hypothermic oxygenated perfusion (HOPE) solutions for liver preservation. The XPS system is widely used for lung transplants providing a comprehensive platform for assessing and"
X Link @mathlonning 2025-08-31T21:26Z XXX followers, XXX engagements

"LOGISTICS MOAT (NOP)🏥 $TMDXs logistics platform is a key part of its competitive moat. Its 24/7 hub coordinates organ retrieval and transport nationwide ensuring that donor organs can be matched with the right patients anywhere in the U.S. in real time. This level of responsiveness is difficult for competitors to replicate and drives higher adoption among transplant centers. The integrated TMDX NOP (Network Operations Platform) further enhances convenience for clinicians providing streamlined scheduling monitoring and device management. By reducing operational friction for doctors and"
X Link @mathlonning 2025-08-31T21:26Z XXX followers, XXX engagements

"After a couple days of bad flights $TMDX has stabilized and October is back to being over XX flights/day through X 1/3 days. Shorts are starting to panic. With good volume till the upcoming earnings call management will feel more comfortable with raising the yearly guidance. Close the shorts"
X Link @mathlonning 2025-10-05T16:47Z XXX followers, 3506 engagements

"Glad to see $TMDX being opportunistic and acquiring a 22nd plane for their fleet. Goes to show long-term demand is not slowing down. Bundle that with all the other upcoming catalysts in the next 4-18 months and we have a lot of upside. Cant wait for the upcoming earnings call as I believe CEO will sound more excited and confident than ever"
X Link @mathlonning 2025-10-07T17:18Z XXX followers, 5740 engagements

"@stonk_wisdom Eventually people are gonna have to pivot to companies that actually produce energy and your leaps may print. Below 13$ would be crazy"
X Link @mathlonning 2025-10-14T04:43Z XXX followers, XX engagements

"@stonk_wisdom I like it Its feeling like its time to $ET and chill"
X Link @mathlonning 2025-10-14T04:32Z XXX followers, XXX engagements

"$TMDX should be announcing exact date of earnings call soon"
X Link @mathlonning 2025-10-14T17:06Z XXX followers, 1486 engagements

"If $ASML and $TSM raise their guidances with strong commentary this week things can get out of hand lol. $SMCI earnings coming up as well cant wait for their guidance"
X Link @mathlonning 2025-10-13T18:52Z XXX followers, XXX engagements

"Just hit XXX% YTD with $TMDX up X% on the day. Thanks to all panicans who sold me cheap shares on $TMDX $APP $ASTS and even $TSM"
X Link @mathlonning 2025-10-08T18:00Z XXX followers, 1554 engagements

"$TMDX run is just starting. At $4B market cap there is SO MUCH room. $10B market cap in 2028 with $1B in revenue and XX% net income margins seems reasonable. Run is just starting $TMDX"
X Link @mathlonning 2025-10-08T23:19Z XXX followers, 4659 engagements

"Another IB initiated $TMDX today. At these prices its not too late to get in. Yes there could be a dip after Q3 call but that is unlikely. I wouldnt want to miss the boat in case it takes off after Q3 call. Long $TMDX"
X Link @mathlonning 2025-10-13T16:18Z XXX followers, 4889 engagements

"$TMDX Morgan Stanley CONFERENCE NOTES Earlier today (SEP 8th 2025) $TMDX CEO Waleed presented at the MS healthcare conference. He shed light on important topics and answered questions I was hoping would be brought up. - Transitioning from XX% of operations done through the ground to XX% this quarter (q3). He said tracking flights is great for those who have nothing else to do (lol) but that does not accurately depict what the company is doing. Yes there is seasonality and overall transplant volume is down across the entire US. $TMDX knew that was coming and is well positioned to meet yearly"
X Link @mathlonning 2025-09-08T18:48Z XXX followers, 14.2K engagements

"Is this all the bears got $OKLO still up over X% lol. This is not the top"
X Link @mathlonning 2025-10-10T17:07Z XXX followers, XXX engagements

"Feel like $REGN should be down more on this catalent news. Cant catch a break"
X Link @mathlonning 2025-10-13T16:21Z XXX followers, XXX engagements

"Last October $TMDX averaged XX flights per day. This October even with a slow start they are averaging XX flights a day and that number should increase as we get deeper into the month + a lot more ground operations are being conducted. Theyre going to be okay. Q3 call will be GREAT"
X Link @mathlonning 2025-10-09T20:24Z XXX followers, XX engagements

"$TMDX MAIN COMPETITOR GOT ACQUIRED FOR 1.5B Terumo (Japanese company) is set to acquire OrganOx. It is unclear what multiple they are paying for OrganOx but it may definitely affect $TMDX share price. $TMDX has a much larger market share than OrganOx and is currently valued at 4B. If $TMDX were to be acquired what would be the multiple on them"
X Link @mathlonning 2025-08-25T00:41Z XXX followers, 11.4K engagements