@wall_st_regard Wall.St.Regard

Wall.St.Regard posts on X about $lmnd, $path, $hood, insurance the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

[--] Week [-----] -5.40%
[--] Month [------] +1,331%
[--] Months [------] +626%
[--] Year [------] +821%

Mentions: [--] #

[--] Month [--] +313%
[--] Months [--] +630%
[--] Year [--] +388%

Followers: [---] #

[--] Week [---] +6.70%
[--] Month [---] +20%
[--] Months [---] +11%
[--] Year [---] +88%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 55% finance 28% technology brands 19% cryptocurrencies 14% social networks 8% automotive brands 4% financial services 2% exchanges 1%

Social topic influence $lmnd #45, $path #58, $hood 11%, insurance #1479, $iot 6%, $sofi 6%, this is 5%, ceo 5%, ai 5%, if you 5%

Top accounts mentioned or mentioned by @paperbaginvest @shaiwininger @vladtenev @lemonadeinc @kabraxfx @jakebrowatzke @neilx10 @realroseceline @robinhoodapp @datadinvesting @jkeynesalpha @paperbozz @alexcapital01 @tesla @garrettserv @bjmtweets @shadyjosh5 @marchoag @fl0wg0d @daveyjuice

Top assets mentioned Lemonade, Inc. (LMND) UiPath, Inc. (PATH) Robinhood Markets, Inc. (HOOD) Helium IOT (IOT) RAI Finance (SOFI) The Root Network (ROOT) ZetaChain (ZETA) Rubrik, Inc. (RBRK) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) Bull Market (BULL) Return to Beginnings (ROOTS) Salesforce Inc (CRM) Duolingo, Inc. (DUOL) Arm Holdings plc (ARM) monday.com Ltd. (MNDY) Confluent, Inc. (CFLT) PayPal Holdings Inc (PYPL) Coinbase Global Inc. (COIN) JPMorgan Chase (JPM) Strategy (MSTR)

Top Social Posts

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

"Isn't 97% not concerningly high compared to $LMND Last quarter $LMND posted a 69% total loss ratio (86% for car) and their auto segment is still scaling with improving loss ratios. This is even more surprising because car insurance is $ROOT's strength and I would have expected them to do much better I'm not trying to diss $ROOT just trying to get a better understanding of the numbers. Would love to hear your thoughts https://twitter.com/i/web/status/2022299264605381108 https://twitter.com/i/web/status/2022299264605381108"
X Link 2026-02-13T13:18Z [---] followers, [----] engagements

"Few things that stood to me were: - GRL for car is improving really well - Q4 will see an even better GRL if there was no CAT which can infer from $PGR's report - 50% of car was cross-sell so essentially $0 CAC - 7% LAE is incredible for a company of this scale and will get better Did anything else in particular standout to you"
X Link 2026-02-15T16:10Z [---] followers, [---] engagements

"@realroseceline Is that graph based on TTM metrics I know $IOT and $PATH achieved GAAP profitability with positve FCF in the most recently reported quarter"
X Link 2026-01-31T15:18Z [---] followers, [----] engagements

"@realroseceline You read see the FCF numbers here: - $IOT: - $PATH: https://ir.uipath.com/news/detail/420/uipath-reports-third-quarter-fiscal-2026-financial-results https://s29.q4cdn.com/853855404/files/doc_financials/2026/q3/Q3-2026-Earnings-Press-Release-Draft-FINAL.pdf https://ir.uipath.com/news/detail/420/uipath-reports-third-quarter-fiscal-2026-financial-results https://s29.q4cdn.com/853855404/files/doc_financials/2026/q3/Q3-2026-Earnings-Press-Release-Draft-FINAL.pdf"
X Link 2026-01-31T16:39Z [---] followers, [---] engagements

"People forget that some stocks are cheap for a reason and can remain that way for a long time"
X Link 2026-02-03T13:23Z [---] followers, [---] engagements

"Look for misprinted stocks not just cheap ones. Few ideas in todays market: $ZETA $RBRK $IOT $SOFI People forget that some stocks are cheap for a reason and can remain that way for a long time. People forget that some stocks are cheap for a reason and can remain that way for a long time"
X Link 2026-02-03T13:26Z [---] followers, [---] engagements

"@alexcapital01 No one buys a cheap company just because its cheap. Buyers might be interested if they see a mispricingeither because they are bullish on the sector or because there is a clear opportunity to improve operational margins and reduce complexity"
X Link 2026-02-03T14:43Z [---] followers, [----] engagements

"Dont be like this. This guy is basically harassing (look at his post history) $RBRK's CEO to make public statements just to pump the stock because its at a 52-week low. This isnt even company-specific - the entire SaaS sector is down. @rubrikInc This is not fun times @bipulsinha. Rug has been pulled from our stock @rubrikInc This is not fun times @bipulsinha. Rug has been pulled from our stock"
X Link 2026-02-03T18:40Z [---] followers, [---] engagements

"This is such a hyperbole. I already see so many winners because of the SaaS meltdown that will at least 2x from here - $RBRK $IOT $ZETA $PATH (possibly) HOLY SHIT Anthropic Just Triggered a $285B Market Crash 😳 Bloomberg just reported that Anthropic released a new AI tool that caused: $285 billion wiped out across software finance and asset management stocks 6% drop in Goldman's software basket (biggest since https://t.co/YJbUjqCvkX HOLY SHIT Anthropic Just Triggered a $285B Market Crash 😳 Bloomberg just reported that Anthropic released a new AI tool that caused: $285 billion wiped out"
X Link 2026-02-04T22:38Z [---] followers, [---] engagements

"This is such a wild and uninformed take. Even if you trust that these companies do execute well for the next [--] years how do you know they wouldnt be competition that will eat into their TAM For example $PATH has already shown that theyre not great at adapting to change - when RPA was slowing down they didnt come up with new product verticals to sustain growth. Things are looking good for both companies but 100x for [--] year forward guidance is hyperbole. $PATH and $DUOL will both 100x from here within [--] years 🚀 $PATH and $DUOL will both 100x from here within [--] years 🚀"
X Link 2026-02-05T16:44Z [---] followers, [---] engagements

"Agree with this take. Just cause you can vibe code a CRM tool a Fortune [---] company is not going to rip out Salesforce and hire 2-3 engineers to oversee a homegrown CRM system. SaaS will be fine after all this drama but there will be few true winners that will likely 2-3x from here $ARM CEO Rene Haas called this weeks AI-driven software sell-off a micro-hysteria saying enterprise AI adoption is still early and coding is not the monster use case across world GDP people are maybe kind of confusing a whole bunch of different things here. https://t.co/eJ3YJxJru7 $ARM CEO Rene Haas called this"
X Link 2026-02-05T21:43Z [---] followers, [--] engagements

"Contrarian take: $PATH is undervalued but the upside is not as much as other popular fintwit gurus are expecting. Its a show-me story for now and Im hoping to be proven wrong"
X Link 2026-02-07T22:45Z [---] followers, [--] engagements

"If theres one thing Im sincerely disappointed with when it comes to Robinhood is the pace of their product availability post launch 100% agree with this. I would rather the mgm team under-commit and over-deliver. I understand there is a risk assessment involved with CC but baking is straightforward Id hope. I remember @vladtenev mentioned Banking would be out in Fall but here we are [--] months later without it being fully released. As a Robinhood shareholder and user this is extremely disappointing. https://twitter.com/i/web/status/2020465147504910380"
X Link 2026-02-08T11:50Z [---] followers, [---] engagements

"@BastianelliLore Respect your research on $LMND but this is such a baseless take. Hes just having fun and building excitement on Oregon FSD launch. No point reading into it too much"
X Link 2026-02-09T13:28Z [---] followers, [---] engagements

"2026 will be a great year for $LMND @PaperBagInvest @PaperBagInvest Im honored to be featured in your video at the [--] minute mark 🙇 A few thoughts on the [----] IFP guide that I dont think you brought up: - I think the [----] IFP guide will be at least [--] percent as management has stated before. - Over the course of the year https://t.co/FLz7K9uJbN @PaperBagInvest @PaperBagInvest Im honored to be featured in your video at the [--] minute mark 🙇 A few thoughts on the [----] IFP guide that I dont think you brought up: - I think the [----] IFP guide will be at least [--] percent as management has stated"
X Link 2026-02-09T13:48Z [---] followers, [----] engagements

"@joe_oa Beware you might be buying a value trap. $MNDY reminds me of $CFLT and $PYPL"
X Link 2026-02-10T13:02Z [---] followers, [---] engagements

"@MarcHoag @niccruzpatane @Lemonade_Inc Lemonade has mentioned before that cant yet because Cali regulations do not allow per-pay-mile pricing"
X Link 2026-02-10T20:01Z [---] followers, [--] engagements

"My first purchase with my Robinhood Gold Card in Cancun $HOOD @RobinhoodApp @vladtenev"
X Link 2026-02-10T20:41Z [---] followers, [---] engagements

"Hey $LMND community is the user experience slipping Seeing more complaints about buggy app behavior and surprising pricing spikes lately. Working in big tech as a software engineer I tend to view software quality as a reflection of internal engineering rigor. Is this just a vocal minority or is the product actually regressing Thoughts @shai_wininger @Lemonade_Inc @Tesla Oregonian checking in $110 a month is with a discount for 70% FSD with only [---] miles I pay less than that for full coverage from Progressive with no mileage cap. Also I got a quote a few weeks back that I think was"
X Link 2026-02-12T18:02Z [---] followers, [----] engagements

"CEO of a YC backed company saying options trading should be removed. Shows that you can be a CEO of fintech company and really dumb at the same time. Remove the prediction markets & option trading & you'll be part of history as much as JP Morgan & the Rothchilds https://t.co/vAmc36kDgD Remove the prediction markets & option trading & you'll be part of history as much as JP Morgan & the Rothchilds https://t.co/vAmc36kDgD"
X Link 2026-02-13T01:14Z [---] followers, [--] engagements

"@KrishnaY152841 Curious how much was the $LMND quote"
X Link 2026-02-13T03:28Z [---] followers, [--] engagements

"@AndersReiche Consider CAT events as marketing expenses for insurance companies With all due respect thats a lot of hyperbole. CAT expenses can increase reinsurance requirements and sometimes drive insurance companies out of business. This has happened in CA and FL"
X Link 2026-02-13T03:34Z [---] followers, [--] engagements

"Hey Kab Im looking into $ROOT as a potential investment. It looks like their gross loss ratio is industry-leading at 59.5% but underwriting expenses are so high that the net combined ratio is still over 100%. Does that mean theyre not generating true net income yet or am I missing something https://twitter.com/i/web/status/2022157346986770754 https://twitter.com/i/web/status/2022157346986770754"
X Link 2026-02-13T03:54Z [---] followers, [---] engagements

"@coinbase I stopped watching midway because I wasn't watching any of the charts Brian was sharing"
X Link 2026-02-13T04:19Z [---] followers, [---] engagements

"Do you have a gambling issue Youre a grown ass adult - just dont use the features youre not comfortable with. Dont blame Robinhood or any other company for offering choice if you dont have an edge. I can speak for myself - Robinhood is my primary brokerage but Ive never used prediction markets because its not my cup of tea. https://twitter.com/i/web/status/2022280942463721513 https://twitter.com/i/web/status/2022280942463721513"
X Link 2026-02-13T12:05Z [---] followers, [---] engagements

"$JPM offers options trading. 🤦 You obviously have no clue how beneficial options can be especially selling them to make passive income through premiums collected. How can you so an unaware and uneducated and make such bold statements Scary that youre the CEO of a YC company. This wouldnt instill confidence in me an investor or employee https://twitter.com/i/web/status/2022282106362106320 https://twitter.com/i/web/status/2022282106362106320"
X Link 2026-02-13T12:10Z [---] followers, [--] engagements

"@RealJimChanos Are you sure your math is correct I'm seeing a $62.5 billion net gain"
X Link 2026-02-13T13:08Z [---] followers, [--] engagements

"@KabraxFX Got it thanks for the insight. Learning more on what net combined ratio (NCR) means I found this formula (see screenshot) which matches the math used by Alphaquery. I assumed it was just (GLR + LAE) which is incorrect"
X Link 2026-02-13T15:18Z [---] followers, [--] engagements

"@jakebrowatzke I dont know if you saw this OpenAI is building a platform agnostic orchestration layer: I would bet [--] outta [--] times OpenAI builds a better platform than UiPath (no offense to them) that larger enterprises would be more interested in purchasing https://x.com/sama/status/2019441201120763920s=46 It uses Codex to power agents built by companies third parties or OpenAI and makes it easy to securely manage which agents get access to what. https://x.com/sama/status/2019441201120763920s=46 It uses Codex to power agents built by companies third parties or OpenAI and makes it easy to"
X Link 2026-02-08T00:01Z [---] followers, [----] engagements

"@PaperBagInvest Im honored to be featured in your video at the [--] minute mark 🙇 A few thoughts on the [----] IFP guide that I dont think you brought up: - I think the [----] IFP guide will be at least [--] percent as management has stated before. - Over the course of the year I expect well see beats where IFP reaches 32-33% growth in certain quarters especially as FSD car insurance expands to more states. - The FSD insurance product is so differentiated that I think CAC spend will be very low for most customers. We already see that momentum in Google Trends and legacy players wont catch up anytime"
X Link 2026-02-09T13:47Z [---] followers, [----] engagements

"Down 1.5% now. If you are long-term bull on $ZETA and think it will at least 2-3x from here getting excited on an overnight pump with barely any volume is not a sign of mature long-term investor. The next catalyst will be FY26 guide and remaining quarterly reports in [----] so stay patient and pay attention to management guidance"
X Link 2026-02-09T15:14Z [---] followers, [---] engagements

"Im honestly surprised how many views every tweet of Shai gets. 80k in this case seems like an outlier considering he has 23k followers. I guess the retweets are helping And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience"
X Link 2026-02-10T17:14Z [---] followers, [----] engagements

"@FL0WG0D Ufff that's a hard one to swallow. Shows that even whales can obliterated. For anyone investing purely based on options-flow DON'T Use flow + tech analysis + news catalysts to improve your odds of positive return"
X Link 2026-02-11T16:43Z [---] followers, [---] engagements

"Discord groups and FinTwit only post the success stories when tailing whale options flow but it doesnt always work. Over the last [--] months Ive seen multiple large options flows from $2 to $25 million opened at the ask on both calls and puts that were later closed for 40%+ losses on popular names like $TSLA $MSTR $GOOGL and $AMZN @FL0WG0D Ufff that's a hard one to swallow. Shows that even whales can obliterated. For anyone investing purely based on options-flow DON'T Use flow + tech analysis + news catalysts to improve your odds of positive return. @FL0WG0D Ufff that's a hard one to swallow."
X Link 2026-02-11T16:47Z [---] followers, [--] engagements

"@Mr_Derivatives You're posting this as clickbait for engagement. I'm sure you know these two things are unrelated"
X Link 2026-02-14T16:23Z [---] followers, [---] engagements

"Probabilistically a true 50/50 setup would imply that about half of retail accounts should have been wiped out by this market which clearly hasnt happened. Its far more likely that this was a mistake in your process. Not saying this to be harsh just being honest during a tough moment. Learn from it reset and tighten up your risk management. Good luck https://twitter.com/i/web/status/2023045613919649833 https://twitter.com/i/web/status/2023045613919649833"
X Link 2026-02-15T14:43Z [---] followers, [--] engagements

"Things are looking bright for $LMND @Neil_X10 Few things that stood to me were: - GRL for car is improving really well - Q4 will see an even better GRL if there was no CAT which can infer from $PGR's report - 50% of car was cross-sell so essentially $0 CAC - 7% LAE is incredible for a company of this scale and will get @Neil_X10 Few things that stood to me were: - GRL for car is improving really well - Q4 will see an even better GRL if there was no CAT which can infer from $PGR's report - 50% of car was cross-sell so essentially $0 CAC - 7% LAE is incredible for a company of this scale and"
X Link 2026-02-15T16:11Z [---] followers, [---] engagements

"The underlying numbers (loss ratio + handling cost) for $ROOT's car insurance don't seem great. People who have looked into $ROOT am I missing something @KabraxFX Isn't 97% not concerningly high compared to $LMND Last quarter $LMND posted a 69% total loss ratio (86% for car) and their auto segment is still scaling with improving loss ratios. This is even more surprising because car insurance is $ROOT's strength and I would have @KabraxFX Isn't 97% not concerningly high compared to $LMND Last quarter $LMND posted a 69% total loss ratio (86% for car) and their auto segment is still scaling with"
X Link 2026-02-13T13:19Z [---] followers, [----] engagements

"@WealthCoachMak Those are healthy habits and dont necessarily correlate to early retirement"
X Link 2026-02-15T23:42Z [---] followers, [--] engagements

"@Wealthsimple fix your app I need to sell my calls on $BMNR"
X Link 2025-10-02T13:49Z [---] followers, [---] engagements

"$PATH is up 8% in overnight markets. Highly unusual. @jakebrowatzke @ZaStocks @StonkChris"
X Link 2025-10-06T00:59Z [---] followers, [----] engagements

"@DataDInvesting Chris do you think $HOOD will start eating into $SOFIs lunch once HOOD Banking fully rolls out I think theyll go hard on marketing and incentives. That's my thesis but I would love a DD from your perspective. I'm sure the $SOFI community would also welcome it. :)"
X Link 2025-10-06T12:43Z [---] followers, [---] engagements

"@FunOfInvesting Tevis which platform is this $IBKR Gemini got it wrong:"
X Link 2025-10-10T17:36Z [---] followers, [---] engagements

"@Bitcoin_Teej This is fintwit financial advice in a nutshell. Proclaiming it's a $500+ stock would make $HOOD a $500 billion company. 🤦"
X Link 2025-10-14T15:47Z [---] followers, [--] engagements

"@JKeynesAlpha If you watch around the [--] minute market - I'm honestly not hyper bullish on $PATH because Daniel is saying that customers need more convincing. I remember when $PLTR came up with AIP they were saying the customer demand was insatiable"
X Link 2025-10-14T20:57Z [---] followers, [---] engagements

"@JKeynesAlpha I totally agree with you. I guess in my head I thought $PATH would be an easy 4-5x over the next few years but now I think I need more proof of incremental revenue before I fully buy into the thesis"
X Link 2025-10-14T21:22Z [---] followers, [---] engagements

"@JKeynesAlpha May I ask what other stocks youre most bullish on besides $PATH and $AUR"
X Link 2025-10-14T21:39Z [---] followers, [---] engagements

"@StockMKTNewz Whos the advanced fab $AMKR"
X Link 2025-10-19T23:34Z [---] followers, [---] engagements

"@mahyarm8 @GergelyOrosz I don't think that is true. Slack wasn't down and they use AWS for all their services"
X Link 2025-10-24T13:09Z [---] followers, [--] engagements

"@TJTheWheelDeal Shots fired at @vladtenev"
X Link 2025-10-28T12:17Z [---] followers, [--] engagements

"@JuanRodrig07 @Kalshi @vladtenev @RobinhoodApp - Kalshi might be too big for an acquisition but might be time to look at potential smaller players in the prediction markets space. :)"
X Link 2025-10-30T12:55Z [---] followers, [--] engagements

"@davey_juice Dude I really appreciate your analysis on $RBRK and other SAAS companies but you yap way too much about political issues"
X Link 2025-11-01T18:20Z [---] followers, [---] engagements

"@davey_juice Appreciate the transparency. Ill follow your work through the $RBRK community"
X Link 2025-11-01T18:35Z [---] followers, [---] engagements

"@cvalente28 $ROOT has a better loss ratio than $LMND car : 59%"
X Link 2025-11-02T22:31Z [---] followers, [---] engagements

"@DataDInvesting You are the $SOFI OG"
X Link 2025-11-03T20:09Z [---] followers, [--] engagements

"@cvangoe1 @vladtenev @RobinhoodApp Yeah Vlad and Robinhood make sure you vote yes. 😂😂😂"
X Link 2025-11-04T20:36Z [---] followers, [---] engagements

"@PaperBozz @Jake__Wujastyk @Helfeld_C Im heavily invested in $HOOD but I agree $BULL is the superior product in both UX and performance. The main gap is marketing and awareness - both fixable quickly. Ive got a few profitable swing trades lined up before mid-December but if $BULL stays under $10 Ill load up big"
X Link 2025-11-11T17:17Z [---] followers, [---] engagements

"@aakashg0 I installed Comet used it for [--] day and went back to Chrome"
X Link 2025-11-16T16:41Z [---] followers, [--] engagements

"Jakes $BULL trade says a lot about him - he used technicals and call flow to enter the position it didnt work out and instead of taking the loss and closing it hes now trying to oust the CEO. Good luck with that"
X Link 2025-11-16T21:48Z [---] followers, [---] engagements

"@GarrettServ @bjmtweets @ShadyJosh5 @PaperBagInvest We gotta fact-check these claims. Microsoft recommended Uipath as their preferred Agentic solution and most folks dont even know the other product. In enterprise big buyers only pick small startups when theyre FAR better than the incumbents which is not the case here"
X Link 2025-11-20T13:25Z [---] followers, [--] engagements

"@bjmtweets @slipperyklown @jakebrowatzke @GarrettServ @ShadyJosh5 @PaperBagInvest Reheard the earnings call last night and thats my understanding as well - they are not expecting meaningful topline growth from Maestro in the current FY. I personally think mgmt is being extra prudent"
X Link 2025-11-20T13:29Z [---] followers, [--] engagements

"@bjmtweets @slipperyklown @jakebrowatzke @GarrettServ @ShadyJosh5 @PaperBagInvest Brian your approach ie sound based on valuation but youre missing out a key point here - $PATH might be at a major inflection point where Maestro surprises and improves top-line to a point where PATH gets re-rated"
X Link 2025-11-20T13:31Z [---] followers, [--] engagements

"@Kross_Roads 100% a PayPal problem. Black Friday major retailer and BNPL data are all showing that consumer is strong"
X Link 2025-12-03T16:08Z [---] followers, [---] engagements

"@ckrfromworld @JKeynesAlpha CKR can you elaborate When did this happen and which program"
X Link 2025-12-05T12:25Z [---] followers, [--] engagements

"@hamids I kinda like the (HST) naming convention. Unrelated are you looking forward to Autonomous day event on [--] Dec Would love to see you stream it 🙂"
X Link 2025-12-05T17:33Z [---] followers, [--] engagements

"@KabraxFX Thanks for sharing. This doesnt reflect well on the companys AI-first approach to handling claims. @Lemonade_Inc @shai_wininger might be worth looking into"
X Link 2025-12-22T19:30Z [---] followers, [---] engagements

"@shai_wininger @KabraxFX @Lemonade_Inc I'm 100% sure we can't reach zero complaints or zero mistakes. It's just not humanly possible. That is totally valid and understandable. Appreciate your response Shai. Hope youre getting a much deserved break. 🙏🎄"
X Link 2025-12-22T20:04Z [---] followers, [---] engagements

"@wealthmatica Id love your thoughts on this: - Theyve been operating for [--] years but only have 1.25% wallet share. Is this due to poor execution or is there a reasonable explanation Why arent they anywhere close to $CRM or $HUBS despite a similar operating history"
X Link 2025-12-23T14:32Z [---] followers, [---] engagements

"@snorlax_uw Note: there is only a $0.01 spread on this: ($1.07/1.08 - bid/ask) @snorlax_uw - it would great if the UI could somehow show an indicator for this"
X Link 2025-12-29T20:48Z [---] followers, [--] engagements

"@shai_wininger I gave her a second laptop to see if it helps Virtual remote dev instances might be a better long-term strategy that all of engineering might benefit from"
X Link 2025-12-31T18:29Z [---] followers, [---] engagements

"@shai_wininger Thats what we do at Slack"
X Link 2025-12-31T18:29Z [---] followers, [--] engagements

"@Micro2Macr0 Incredible transparency and self-criticality whilst rest of fintwit are posting YTD gains. Much respect"
X Link 2026-01-07T01:20Z [---] followers, [--] engagements

"@SuhailKakar @OpenAI Ironic coming from a Polymarket employee"
X Link 2026-01-16T22:48Z [---] followers, [---] engagements

"@PaperBozz Those are all bid-side fills so it technically a bearish signal or a hedge"
X Link 2026-01-22T03:30Z [---] followers, [--] engagements

"@realroseceline I did. The x-axis in the plot is saying $IOT and $PATH have [--] FCF which is not true for the most recent quarter. I'm just asking you if "True FCF margin today" (x-axis) is meant to be for the most recent quarter or TTM"
X Link 2026-01-31T16:35Z [---] followers, [---] engagements

"@alexcapital01 @DudeWhoInvests Alex what's your fair value estimate for $LMND"
X Link 2026-01-24T15:21Z [---] followers, [--] engagements

"@FundasyInvestor @shai_wininger @NFTConciergeDoc @Tesla @Lemonade_Inc God youre insufferable Fundasy. A CTO of a multi-billion dollar company is directly engaging with customers to fix bugs - something rare and genuinely impressive and you still manage to spin it negatively"
X Link 2026-01-26T15:34Z [---] followers, [--] engagements

"@SergeyCYW With all due respect Sergey P/E is such a terrible metric for companies like $IOT $PLTR $NET $SNOW $CRWD that are very much in growth phase and are not prioritizing margin expansion"
X Link 2026-01-27T17:32Z [---] followers, [---] engagements

"@EarningsHubHQ @hamids This hover-over tooltip on Earningshub is such a bad design. Please fix it or disable it - in this case I can't navigate to the ticker below $SOFI without first moving my cursor away from $SOFI so the tooltip goes away"
X Link 2026-01-30T14:14Z [---] followers, [--] engagements

"@DataDInvesting We miss you Chris"
X Link 2026-01-30T14:41Z [---] followers, [---] engagements

"Not a great UX probably worth looking into - @shai_wininger @daschreiber @PaperBagInvest @Neil_X10 To anyone bullish on $LMND: Try getting a home insurance quote from Lemonade. I guarantee you'll quickly discover their AI isn't the revolutionary disruptor they claimit often feels about as intelligent as a 5-year-old. After dragging you through a long series of overly https://t.co/zsqOgEWJXY To anyone bullish on $LMND: Try getting a home insurance quote from Lemonade. I guarantee you'll quickly discover their AI isn't the revolutionary disruptor they claimit often feels about as intelligent as"
X Link 2026-01-30T15:55Z [---] followers, [----] engagements

"No one's gonna come at you. As $LMND investors we want the experience to improve for everyone even for bears ;) To anyone bullish on $LMND: Try getting a home insurance quote from Lemonade. I guarantee you'll quickly discover their AI isn't the revolutionary disruptor they claimit often feels about as intelligent as a 5-year-old. After dragging you through a long series of overly https://t.co/zsqOgEWJXY To anyone bullish on $LMND: Try getting a home insurance quote from Lemonade. I guarantee you'll quickly discover their AI isn't the revolutionary disruptor they claimit often feels about as"
X Link 2026-01-30T17:21Z [---] followers, [----] engagements

"This is the kinda customer obsession that gets me excited about $LMND @SebasT479py @PaperBozz I'm sure @PaperBozz is right and assume he's not a hater but rather sharing his poor experience- which is on us. We're not perfect and there's a good chance we screwed up in his case. @PaperBozz I'd love to try to win you back as a customer. I'll personally handle your @SebasT479py @PaperBozz I'm sure @PaperBozz is right and assume he's not a hater but rather sharing his poor experience- which is on us. We're not perfect and there's a good chance we screwed up in his case. @PaperBozz I'd love to try"
X Link 2026-01-30T20:07Z [---] followers, [---] engagements

"$LMND - Peak customer obsession @SebasT479py @PaperBozz I'm sure @PaperBozz is right and assume he's not a hater but rather sharing his poor experience- which is on us. We're not perfect and there's a good chance we screwed up in his case. @PaperBozz I'd love to try to win you back as a customer. I'll personally handle your @SebasT479py @PaperBozz I'm sure @PaperBozz is right and assume he's not a hater but rather sharing his poor experience- which is on us. We're not perfect and there's a good chance we screwed up in his case. @PaperBozz I'd love to try to win you back as a customer. I'll"
X Link 2026-01-30T20:08Z [---] followers, [----] engagements

"@QualityInvest5 I think $ADBE will underperform for a while (hope Im wrong). Similar view on $UBER: FCF/share should keep rising but the Robotaxi/Waymo narrative will pressure the stock IMO. Until Uber proves it can run its own AV fleet at comparable margins. Good luck"
X Link 2026-01-30T23:54Z [---] followers, [---] engagements

"@vladtenev Vlad common let's get Banking fully rolled out"
X Link 2026-01-31T01:43Z [---] followers, [--] engagements

"The $LMND ads on tiktok are actually hilarious LMAO: https://www.tiktok.com/@lemonade.inc/video/7584486347973348663 https://www.tiktok.com/@lemonade.inc/video/7584486347973348663"
X Link 2026-01-31T03:14Z [---] followers, [--] engagements

"Another funny one: https://www.tiktok.com/@lemonade.inc/video/7581493455482883383 https://www.tiktok.com/@lemonade.inc/video/7581493455482883383"
X Link 2026-01-31T03:15Z [---] followers, [--] engagements

"If yall want a fun weekend research project you should check out this 3rd-party analysis (RightMetric) on $LMNDs marketing efficiency: Theyll email you the PDF. Overall theyre doing a lot right but the report flags a few gaps: - TikTok is an underserved mobile-native tech-fluent audience - Influencer marketing seems like a missed opportunity This might be intentional from the marketing team at $LMND but thought I'd share with the community Might be of special interest to @PaperBagInvest @Neil_X10 https://rightmetric.co/lemonade-insurance-playbook"
X Link 2026-01-31T03:48Z [---] followers, [--] engagements

"Fun weekend research idea: check out this 3rd-party analysis (RightMetric) on $LMNDs marketing efficiency: (they email the PDF). TLDR: $LMND is doing a lot right but the report highlights a few gaps: - TikTok is an underserved mobile-native tech-fluent audience - Influencer marketing looks like a missed opportunity Could be intentional by $LMNDs marketing team but sharing for discussion. cc: @PaperBagInvest @Neil_X10 https://rightmetric.co/lemonade-insurance-playbook https://rightmetric.co/lemonade-insurance-playbook https://rightmetric.co/lemonade-insurance-playbook"
X Link 2026-01-31T03:50Z [---] followers, [----] engagements

"@DataDInvesting @SoFi Amazing to see you cover $SOFI at $6 to and now working there. Amazing Great earnings call and I'm sure the best is yet to come for you and $SOFI"
X Link 2026-01-31T04:05Z [---] followers, [---] engagements

"$BULL vs $HOOD Spicy take: Webull offers stabler platform (esp. at open) superior UX and faster feature releases than $HOOD. $HOOD leads in user count due to behavioral habits + stronger marketing"
X Link 2026-01-31T14:09Z [---] followers, [---] engagements

"@RobinhoodApp Are you sending out in-person invites Im a proud Robinhood shareholder and customer based in NYC. Would love to be at the event in-person. 🙂"
X Link 2026-02-03T15:11Z [---] followers, [----] engagements

"@shreyshahi Havent given Figma much attention but I doubt management and CEO can pull off what Robinhood has done"
X Link 2026-02-05T02:01Z [---] followers, [---] engagements

"@QualityInvest5 Its a slight better version of $SNAP but it still sucks"
X Link 2026-02-06T21:45Z [---] followers, [---] engagements

"@shai_wininger Cant tell if thats a hint or Shai accidentally hit Post. Regardless the $LMND community is going bonkers 😅"
X Link 2026-02-07T00:34Z [---] followers, [---] engagements

"@chddaniel @shipper_now Yall hes just trying engage X to market his product. Hes not actually gonna build a Reddit clone"
X Link 2026-02-07T20:26Z [---] followers, [--] engagements

"$ZETA is a great long-term investment here: - Cheap valuation relative to revenue and earnings growth projections through FY2028 (4 P/S) - Compressed SaaS multiples that will eventually recover because AI won't kill all of SaaS - AI is a tailwind for $ZETA (Athena) - Revenue and earnings inflection coming with the launch of Athena It reminds me of $PLTR $SOFI and $HOOD in many ways - hyper-compressed valuation just when inflection with a great product (Athena) is around the corner. We will see beats and raises through [----] IMO. https://twitter.com/i/web/status/2017455191117738240"
X Link 2026-01-31T04:29Z [---] followers, [---] engagements

"RT @wall_st_regard: @jakebrowatzke I dont know if you saw this OpenAI is building a platform agnostic orchestration layer: https://x.com/iok https://x.com/iok"
X Link 2026-02-08T00:03Z [---] followers, [--] engagements

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