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@JonahLupton "Blocks (aka $XYZ) market cap (formerly Square $SQ) is now below $XX billion which is how much they paid for AfterPay a few years ago. This is probably the second worst M&A deal from the last few years. The worst M&A deal was clearly $TDOC buying $LVGO (Livongo) for $XXXX billion now the combined company is worth less than $XXX billion Can anyone think of some other bad M&A deals"
@JonahLupton on X 2025-05-02 14:14:31 UTC 566.7K followers, 70.3K engagements

"@POLR_Investing I actually bought some $AEO this morning"
@JonahLupton on X 2025-07-24 14:45:56 UTC 566.7K followers, XXX engagements

"$TMDX Q2 revenues (using daily flight data) now tracking XX% above 2025 Q1 and XX% above 2024 Q2. $TMDX will be at all-time highs soon assuming big Q2 beat and guidance raise"
@JonahLupton on X 2025-06-10 15:10:58 UTC 566.7K followers, 56.3K engagements

"@SoxAndStocks I just finished episode X of this new season and his son has a big role so far"
@JonahLupton on X 2025-07-20 04:08:58 UTC 566.7K followers, XXX engagements

"@throwabull @jhartmanil Ill be thrilled if $SOFI gets back to $XX by year end"
@JonahLupton on X 2021-07-21 21:18:51 UTC 566.7K followers, XX engagements

"@DeItaone Citadel just got approval for a brand new 1000+ foot building in Miami that will cost less than half that. I wonder who the GC is and how many politicians are getting kickbacks from this project. $3B for a reno project is wild"
@JonahLupton on X 2025-07-25 01:15:21 UTC 566.7K followers, 2682 engagements

"End of August update for my investment portfolio. +220.8% YTD Top X core holdings (in order by size). $TMDX $ASPN $APP $FOUR $NU $ONON $UBER Top X non-core holdings & swing trades (in order by size). $AMD $HOOD $MDB $LNTH $AVAV $S $AFRM I'm cautiously optimistic for the final X months of the year but the priority is protecting my YTD gains. The economy seems to be hanging in there however there's definitely some softness in the labor markets. We finally have headline CPI under X% YoY with XXX bps of MoM numbers rolling off for August and September. We're still in a seasonally weak period for"
@JonahLupton on X 2024-09-02 20:52:08 UTC 566.7K followers, 946K engagements

"@exceed_invest @LovinAppLovin @GardenCapitalM $APP fundamentals are insane right now as growth starts to decelerate margins will keep expanding. Analysts looking for XX% EBITDA margins next year. Crazy that $APP is 24x NTM EBITDA while stocks like $CRWD $PLTR and $NET trade at 100-250x NTM EBITDA"
@JonahLupton on X 2025-07-14 14:01:10 UTC 566.7K followers, 4171 engagements

"@SergeyCYW $CWAN looks the best but numbers are a little misleading because they acquired Enfusion. $PLTR $NET $CRWD $AXON look very expensive relative to the growth youre getting"
@JonahLupton on X 2025-07-05 15:04:00 UTC 566.7K followers, 1308 engagements

"$OPEN was founded 11+ years ago and still not even close to being profitable. The only way the $OPEN buisness model works is if they have the balance sheet to acquire inventory during real estate busts but they definitely don't. $OPEN would probably be bankrupt in the next real estate bust"
@JonahLupton on X 2025-07-21 12:51:40 UTC 566.7K followers, XXX engagements

"@CreativeCap89 @foliotrail I think theres a XX% chance we retest the April lows which is fine. Im willing to average down from here. Very few stocks look like a slam dunk 5-bagger over the next X years I think $OSCR might be one of them especially if we go any lower"
@JonahLupton on X 2025-07-17 23:33:22 UTC 566.7K followers, 1283 engagements

"@accrued_int @foliotrail Also worth pointing out that SBC at $APP is approx XX% of FCF whereas at other cloud/software companies SBC is 50-150% of FCF"
@JonahLupton on X 2025-07-17 19:03:15 UTC 566.7K followers, XXX engagements

"@jinacapital Go look at $ZIM 😂 Stock trades at 1x EV/EBITDA. No joke"
@JonahLupton on X 2025-07-22 19:05:43 UTC 566.7K followers, 1442 engagements

"@meeijer @InvestChameleon I want to see what $HIMS does with TRT peptides and other newer health & wellness trends longevity protocols"
@JonahLupton on X 2025-07-23 01:28:08 UTC 566.7K followers, 1250 engagements

"The unfilled gap is down to XXXXX I still think $TMDX does at least XX% revenue growth for 2025 which means if that gap filled $TMDX would be trading at approximately 5.0x NTM revs which is way to cheap for a company growing revs at XX% (or more) with XX% EBITDA margins If $TMDX does $166.5M in Q2 revs they'd only need to do $307M in the second half of the year to do XX% YoY for the full year. $307M in the second half would be down slightly from the first half which is unlikely considering last year their second half revenues were XXX% higher than their first half revenues"
@JonahLupton on X 2025-07-19 16:42:35 UTC 566.7K followers, 1629 engagements

"@SimeonResearch_ @meeijer With 2-3 year timeframe Id say $TMDX or $OSCR"
@JonahLupton on X 2025-07-19 21:33:12 UTC 566.7K followers, 2640 engagements

"@andrewrocco1 @jsdbarrett I own $NBIS as well along with $CORZ $RIOT $IREN I think $NBIS and $IREN look the best right now and could have another 50-100% upside over next XX months"
@JonahLupton on X 2025-07-12 01:36:55 UTC 566.7K followers, 2569 engagements

"Its time for the U.S. to implement this law because we have 100000+ people on the organ transplant list and many of them will died waiting for an organ. We can change this and save tens of thousands of lives per year one of which might be you or a loved one someday. $TMDX ❤"
@JonahLupton on X 2025-07-02 00:36:54 UTC 566.7K followers, 48.9K engagements

"Seeking Alpha's top XX growth stocks according to their quant rating system: X. $INTR - Inter & Co. X. $FRO - Frontline X. $CELH - Celsius X. $CRWD - CrowdStrike X. $TRMD - Torm X. $VST - Vistra X. $PDD - Pinduoduo X. $SHOP - Shopify X. $SMCI - Super Micro XX. $LI - Li Auto ** $CELH would be #1 for US companies since $INTR is based in Brazil and $FRO is based in Cyprus"
@JonahLupton on X 2023-11-07 18:29:54 UTC 566.7K followers, 48.7K engagements

"I have a serious question how many times will Dexter Morgan come back to life 😂"
@JonahLupton on X 2025-07-20 02:34:41 UTC 566.7K followers, 29.4K engagements

"Here are X low quality growth stocks that have pulled back to their 200d ema/sma. $APLD $SYM $UPST"
@JonahLupton on X 2023-10-05 14:30:09 UTC 566.7K followers, 2583 engagements

"$TMDX rallied XXX% off the January lows so Im not surprised we got a pullback when July started off weak but this is literally the same story as last year. Long term thesis for $TMDX looks stronger than ever. I trimmed some $TMDX in the $130s and $140s then bought some puts coming into Q3. Ive already started selling the puts and using proceeds to add to my long position. $TMDX could be a $400+ stock in the next 4-5 years"
@JonahLupton on X 2025-07-18 02:58:37 UTC 566.7K followers, 3214 engagements

"@accrued_int @foliotrail So $APP is growing faster than most tech companies has higher margins has better FCF conversion has less dilution and launches a new product in less than X months that could accelerate growth and margin expansion for the next few years"
@JonahLupton on X 2025-07-17 19:11:19 UTC 566.7K followers, 1297 engagements

"I think were confusing meme stocks with popular retail stocks that have strong fundamentals and secular tailwinds. $APP trades at 24x NTM EBITDA with EBITDA growing 50-60% YoY expanding margins incredible FCF conversation low SBC as a % of FCF and theyre about to launch a new ad platform out of beta in early 2026 with incredible ROAS results in their current pilot programs. Meanwhile $PLTR trades at 80x NTM reps and 180x NTM EBITDA. Not sure these two belong in the same conservation at least if were talking fundamentals and valuations"
@JonahLupton on X 2025-07-15 01:40:32 UTC 566.7K followers, 9616 engagements

"I don't think i'd connect these dots. $TMDX is down because July flight data is weak but the stock is now trading at 5x NTM revs with revs growing XX% YoY. $ISRG is down because it's way overvalued at 18x NTM revs and 64x NTM EPS with revs growing XX% YoY and EPS growing XX% YoY. $TMO is down because it's also overvalued at 18x NTM EPS with EPS growing X% YoY $PRCT is not cheap at 8x NTM revs but revs are growing XX% YoY"
@JonahLupton on X 2025-07-21 21:54:37 UTC 566.7K followers, 1369 engagements

"@BLED_ @jimcramer Normal in what way Do I think $PLTR deserves to trade at 80x NTM revs and 180x NTM EBITDA absolutely not"
@JonahLupton on X 2025-07-15 02:40:32 UTC 566.7K followers, 1093 engagements

"@alchemy_invest @CathieDWood Youre not even looking at $ARKK which is their main ETF. Not legit to use $ARKW which is much smaller than $ARKK"
@JonahLupton on X 2025-07-04 18:46:22 UTC 566.7K followers, XXX engagements

"Mid-September update for my investment portfolio. +235.8% YTD Top X core holdings (in order by size). $APP $TMDX $ASPN $FOUR $NU $ONON $UBER Top X non-core holdings & swing trades (in order by size). $AMD $HOOD $AFRM $VRT $SG $MDB $LNTH I had a rough start to September was down -X% in the first X days after the Labor Day holiday but then my portfolio bounced back nicely. I was XX% last week led by $APP which was up XX% and now my largest position. I was adding to $APP very aggressively on the early August pullback now the stock is up XX% in the past X weeks hitting a new ATH this morning."
@JonahLupton on X 2024-09-16 14:20:51 UTC 566.7K followers, 1.2M engagements

"@schwalbtrader @POLR_Investing @Surfing2freedom @ManthanTweets1 @ForestViewCap I doubt it. I dont think $TMDX is the kind of stock where lots of investors are wasting time with stops. You either believe in the long term thesis or you dont. If you do then youre adding on 20-25% pullbacks. Anyone that was trading $TMDX was probably stopped out last week"
@JonahLupton on X 2025-07-19 17:14:37 UTC 566.7K followers, XXX engagements

"@RyanReeves_ $PLTR doing $1.5B of FCF $CRM and $ADBE doing $24B of FCF (combined) wild times :)"
@JonahLupton on X 2025-07-21 15:58:23 UTC 566.7K followers, 4183 engagements

"@ericjackson @openhouse82 You cant be serious 😂 5x NTM revs for a company with X% gross margins 🤦🏼♂ that is still losing money and has to outbid other buyers in order to build up their inventory"
@JonahLupton on X 2025-07-21 13:57:23 UTC 566.7K followers, 6483 engagements

"Its very possible that $ASTS is the best risk/reward in this market. This is still a speculative company (so be careful) with lots to prove however if they hit these estimates $ASTS could be a 50-bagger over the next 4-5 years versus only $XXXX to the downside. Anyone have a better risk/reward stock idea than $ASTS"
@JonahLupton on X 2023-02-23 04:10:38 UTC 566.7K followers, 129.4K engagements

"70% of my $TMDX equity losses today were covered by the $XXX and $XXX puts. Worked out pretty well for me. I was kind of hoping this would happen so I could buy back the $TMDX shares I sold in $130s and $140s. $TMDX now trading at approx 32x 2026 EPS with EPS growing at XX% CAGR for next few years. $TMDX is definitely a buy here for long term investors"
@JonahLupton on X 2025-07-12 00:17:30 UTC 566.7K followers, 1525 engagements

"@alchemy_invest @CathieDWood $ARKW is XX% smaller than $ARKK $ARKK is supposed to be all their best ideas in one fund and its still negative over the last X years"
@JonahLupton on X 2025-07-04 18:48:39 UTC 566.7K followers, XXX engagements

"@SpacWarrants @spacanpanman @MoneyLion The ones that are performing best in the days leading up to the de-SPAC are not trading at $XX but in the mid to high teens. I believe that most trading at $XX going into the de-SPAC will need to drop before the buyers come in. or maybe I'm wrong"
@JonahLupton on X 2021-06-03 13:50:50 UTC 566.7K followers, XX engagements

"What stock with a market cap between $2-20 billion are you most bullish on for the next 6-12 months"
@JonahLupton on X 2024-08-23 02:30:37 UTC 566.7K followers, 426.6K engagements

"@POLR_Investing @Surfing2freedom @ManthanTweets1 @ForestViewCap $ISRG still trading at 18.2x NTM revs with XX% revenue growth and XX% EBITDA margins No way $TMDX NTM P/S multiple should be at a -XX% discount to $ISRG NTM P/S multiple"
@JonahLupton on X 2025-07-19 16:53:53 UTC 566.7K followers, 1100 engagements

"@CreativeCap89 @foliotrail My cost basis on $OSCR is in the $15s Id love to get it into the $13s just dont think its likely to happen so maybe mid $14s would be just fine"
@JonahLupton on X 2025-07-17 23:35:42 UTC 566.7K followers, 1281 engagements

"@DeItaone He wants every host to pump $AMZN 😂"
@JonahLupton on X 2025-07-24 16:50:06 UTC 566.7K followers, 2289 engagements

"They're just a publicly traded home flipper that is forced to overpay for their inventory. asset heavy no profit margins no competitve advantage non-stop dilution and the list goes on. Not sure if this is a short squeeze or not but $OPEN is up there with WeWork in terms of unsustainble business models through different economic cycles"
@JonahLupton on X 2025-07-21 12:47:17 UTC 566.7K followers, XXX engagements

"$ARKK still not back to breakeven from June/July 2020 (5 years ago)"
@JonahLupton on X 2025-06-30 18:06:48 UTC 566.7K followers, 27.8K engagements

"As someone correctly pointed out on twitter today. last year $TMDX had a weak Q3 relative to Q2 yet the company still did XXX% more revenues in the second half of the year vs the first half This year $TMDX did $143.54M in Q1 and I think they do $166.5M in Q2 which puts us at $310M for the first half which is XXXX% YoY if $TMDX does XXX% more revenues in the second half of 2025 vs first half they'd end up doing $648.2M in revenues for the full year which is also XXXX% YoY growth. $TMDX has guided to XX% revenue growth for 2025 and the analysts are at XXXX% So this is pretty simple $TMDX can"
@JonahLupton on X 2025-07-18 02:35:38 UTC 566.7K followers, 15K engagements

"@FishtownCap This one has to be close to a bottom"
@JonahLupton on X 2025-07-24 04:13:55 UTC 566.7K followers, XXX engagements

"Yes I have an $OSCR position cost basis around $XX I think its one of the most compelling stocks at current prices. Ill take $OSCR all day at 10x NTM EBITDA versus $PLTR at 200x NTM FCF or $CRWD at 100x NTM FCF or $NET at 240x NTM FCF. I have no idea how those companies are trading at current multiples and who is buying them at these prices Just insane"
@JonahLupton on X 2025-07-15 23:47:11 UTC 566.7K followers, 5153 engagements

"@smallmidcaps @punderfultweet @ManthanTweets1 @jinacapital Im guessing $TMDX will finish Q3 around XX flights per day and then Q4 could be 27-28 flights per day. Using these numbers full year revenues would be approx $631M which is XX% YoY for full year 2025"
@JonahLupton on X 2025-07-20 03:48:25 UTC 566.7K followers, 3669 engagements

"@weary_centurion @jb_equities @TheEUInvestor $OPEN rejected at the July 2024 highs"
@JonahLupton on X 2025-07-21 13:04:23 UTC 566.7K followers, XXX engagements