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@Ironic_Ape "People are selling $Hims because a solid chunk of margin is generated from non FDA approved drugs oral FDA approved GLP about to become widely available which will cannibalise revenue and margins of injectables FAST and manufacturers are doubling down on wider distribution partners 🤷♂ while Hims shat on their opportunity with manufacturers 🤷♂ - market is forward facing. Could all change in a few days if the $WW results poor - but if theyre solid. And show reducing or flattening of customer decline (above guidance) 🚀 you can expect the sentiment and inflows to quickly follow next sentiment"
X Link @Ironic_Ape 2025-10-27T22:05Z 1738 followers, 2035 engagements

"Both will likely outperform legacy long term. I have circa 250x the amount of $LMND to $Root. Ive spent considerable time on both I do think root will have a solid earnings and surprise to the upside (and Im holding calls through earnings) I think their guidance of making a loss this quarter (but still EBITDA+) will flip and the low CAT season will shift them to be net income profitable and given the surprise and small free float see a pretty violent upside repricing. The partner channel unit economics are also very strong. Customer retention is the key with $root their economics have largely"
X Link @Ironic_Ape 2025-10-28T08:35Z 1738 followers, XXX engagements

"I havent looked into this deeply yet but my best guess is either a large PayFac switched off or theres been a change in policy around high-risk volumes. They might be proactively clearing house or have been mandated to cut off some high risk segments Guessing crypto $fi 🤷♂ - anyone heard anything"
X Link @Ironic_Ape 2025-10-29T16:34Z 1740 followers, 1755 engagements

"CVNA missing on EPS could impact Root in two ways from my perspective - but I dont know the underlying contractual frame works - maybe Root cut back on partners rev share - would that make any differed to them Or the flip side - could CVNA missing on EPS look to root to try and make up the gap for coming quarters - they shout about how much better the economics of their partner channel are - if I was their partners - Id be considering a bigger share of revenue then appreciate its a little different with CVNA given they are more than a standard partner likely neither - just playing devils"
X Link @Ironic_Ape 2025-10-29T21:44Z 1729 followers, XXX engagements

"@Felix__archive @Mindset4Money_X lol - I was thinking more shift in tax structure to raise taxes on high compute users VAT and energy provider profit caps and the introduction of a sizeable universal basic income structure 🤷♂😅 #beachdays and lay ins"
X Link @Ironic_Ape 2025-10-30T08:47Z 1719 followers, XX engagements

"I have mixed feelings to tell the truth. and I have traded in and out a few times over the years - its not really my thing. While they are incredible financial structures the problem as I see it is these products are pulling a lot of leverage into the system without much real-world value (yet). Maybe they become the banks of crypto over time maybe they just ride the wave and its all BS and they rug 🤷♂ - maybe while the chain security is golden poor access controls on the wallets used at the holdings companies get compromised and one of the bigger ones dumps supplyand then headlines of BTC or"
X Link @Ironic_Ape 2025-10-31T23:22Z 1738 followers, XX engagements

"Dont get me wrong - Id prefer $PYPL to be buying BTC than doing share buy backs I think $PYPL would be the best candidate for a BTC treasury company they already have a global network they are regulated (although holding BTC on the balance sheet has historically made regulation harder) IMO - PYPL should load up on BTC be the first real contender to Strategy - this would be an INSTANT sentiment shift investors would WTFU and sentiment change overnight. Then merge with Coinbase. Coin is losing the retail race Hood and Revolut is taking share. Coin has taken the B2B side and doing well PYPL"
X Link @Ironic_Ape 2025-11-01T10:26Z 1742 followers, XXX engagements

"@Erifra2 It was 😂 - the URL broke when they updated the investor site - would love them to put it back up again"
X Link @Ironic_Ape 2025-11-01T11:03Z 1743 followers, XX engagements

"@AndersReiche @HolySmokas X years time - hey guys - Ive found this little known gem of a company only $10bn market cap Native ai growing XX% YOY loved by customersyou heard it here first 😂🤷♂"
X Link @Ironic_Ape 2025-10-31T21:01Z 1743 followers, XXX engagements

"@Mindset4Money_X @TheBrilliantBu1 From $X to $20bn in how many months Soon shopping revenues ads and who knows what next"
X Link @Ironic_Ape 2025-10-30T07:17Z 1744 followers, XXX engagements

"@Nick_Lamparelli @investor_daddy @CedarStResearch @NickBInvesting What about Trup then How exactly are they going too - what me though it"
X Link @Ironic_Ape 2025-10-30T22:33Z 1744 followers, XX engagements

"Soooo you come here - say the big players are taking all the share (wrong) dont supply any data points to back it up then when asked you say you dont care and not to ask you 🤷♂🤦♂ Come on dude you said Trup likely better than LMND - on which metric. Other than current IFP pick a single one. Please. 🙏"
X Link @Ironic_Ape 2025-10-30T22:44Z 1745 followers, XXX engagements

"Which one of you boys moving first - first one to move wins. 🤷♂ $LMND I mean cmon - maybe have a quick call around - see whos screening their calls but still online on WhatsApp 😂 Im sure Trevor definitely isnt looking at his quarterly bonus quickly diminishing minute by minute 😂😘"
X Link @Ironic_Ape 2025-10-27T19:22Z 1745 followers, 4163 engagements

"Just sayin piss off regulators suppliers and then rug pull your loyal retail investor base people will go back a new underdog 🤷♂ $WW - Oral GLP is about to change the game and if I was a member of $NVO or $Lily boardid be picking them last to play ball with some shitty shitty financial term sheets. You think Hims is ever going to be able to agree to a direct from manufacturer GLP deal - they might but what happens to their margins and EPS if they do 😂"
X Link @Ironic_Ape 2025-10-27T22:19Z 1745 followers, 4357 engagements

"Lots of things in Quantum are stupid - but $IONQ selling off on Nivida announcing a hybrid GPU / QPU link is hilarious. Especially considering theyre supporting it If anything - this accelerates the timeline for practical applications for quantum while building credibility for $IonQ as a global leader in the field🤦♂ - how much faster will they be able to generate revenue now After all to use the link theyll still need QPUs 🫣 Super computers are not Quantum computers 🤦♂ Might have to add around $XX if this dips more 🤷♂"
X Link @Ironic_Ape 2025-10-28T19:43Z 1745 followers, 4619 engagements

"Weve still got time - looked back at old chats from around lockdownthe top was when mates started promoting stable coins as investments 😂🤦♂ Also found my worst ever buy 😂 - I dont think anyone ever bought a top better than this 😂🫣 (A very drunken celebratory zero DD YOLO - XXX gamble post lockdown) 😅 - never again 😂 HODL 🤦♂"
X Link @Ironic_Ape 2025-10-29T01:48Z 1745 followers, 1595 engagements

"@ChamliesCharles @WinnerInvestor @SayNoToTrading"
X Link @Ironic_Ape 2025-10-29T23:37Z 1745 followers, XX engagements

"I reduced my crypto exposure a while back and flipped it all into $LMND - Ive had the least exposure to Crypto in years added XXX shares of $CRCL today on the retest (long term hold but may have selective trimming before lock up ends) also added XXX shares of $PYPL today - Hold time TBD based on execution ability of Agentic Commerce integrations stable coin adoption and ads scaling"
X Link @Ironic_Ape 2025-10-31T16:51Z 1745 followers, 4545 engagements

"So roughly two weeks in and $WW is up a casual XX% while $Hims down XX% over the same period. The stock is showing a -X% drop AF but I can see no news and its based on XXX of volume I suspect its nothing and will sort its self out shortly 🤷♂ Daily volume has ramped up from 7-10k a day a few weeks ago to hundreds of thousands a positive sign and it seems to be finding support at a higher incline that expected larger institutional buyers continue to send inflow steadily. When I first looked as this stock there were literally two posts on on X since the chapter XX - it was silent - today you"
X Link @Ironic_Ape 2025-11-01T00:51Z 1745 followers, 1407 engagements

"Amex Getting disrupted by BNPL (Affirm Klarna PayPal) Apple Losing share to Samsung Google and soon OpenAI or others not far behind Bank of America Disruption coming fast from Robinhood Revolut & stablecoins Coca-Cola Disrupted by GLP-1s Chevron Disrupted by Tesla EVs & green regulation Geico Getting disrupted by Lemonade Id be a net seller too 🤷♂ What got you here today wont get you where you want to be tomorrow - it likely wont even keep you where you are today. 🤷♂"
X Link @Ironic_Ape 2025-11-02T13:38Z 1745 followers, 5525 engagements