@BastianelliLore Lorenzo2cents

Lorenzo2cents posts on X about $lmnd, ai, $nbis, $hims the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

[--] Week [-------] +96%
[--] Month [-------] +175%
[--] Months [---------] +295%
[--] Year [---------] +6,618%

Mentions: [--] #

[--] Week [---] +78%
[--] Month [---] +107%
[--] Months [---] +0.24%
[--] Year [-----] +1,687%

Followers: [-----] #

[--] Week [-----] +3.50%
[--] Month [-----] +8.30%
[--] Months [-----] +13%
[--] Year [-----] +78%

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

Social Influence

Social category influence stocks 53.2% finance 25.2% technology brands 16.4% automotive brands 10.8% cryptocurrencies #6536 celebrities 5.6% countries 1.2%

Social topic influence $lmnd #11, ai 20.8%, $nbis #42, $hims #81, $odd #4, $tsla #188, $rklb #42, $duol #28, $zeta #28, insurance #545

Top accounts mentioned or mentioned by @grindeoptions @elonmusk @cbdoge @snmart @caesarcapitalz @alc2022 @krrishabh @joinyellowbrick @mambatrades08 @geneinvesting @openclaw @peterdiamandis @herrziffer0 @cedarstresearch @erick1663899 @krrishabh_ @benalsop @homeopathim @antounnabhan @jim80478788

Top assets mentioned Lemonade, Inc. (LMND) Nebius Group N.V. Class A Ordinary Shares (NBIS) Hims & Hers Health, Inc. (HIMS) ODDITY Tech Ltd (ODD) Tesla, Inc. (TSLA) Rocket Lab USA, Inc. Common Stock (RKLB) Duolingo, Inc. (DUOL) ZetaChain (ZETA) MercadoLibre Inc (MELI) Metadium (META) Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL)

Top Social Posts

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

"@gabrelyanov Agree I did it with $RKLB and Im doing it again with $NBIS"
X Link 2026-02-15T18:41Z [----] followers, [---] engagements

"$LMND this is how Lemonade and some of its competitors score on Trustpilot. 1/3"
X Link 2024-09-26T16:28Z [----] followers, [----] engagements

"Andrew Dudum said $HIMS makes money when Customers are happy unlike healthcare companies which thrive regardless of treatments outcomes. If HIMS disrupt the healthcare system I make a ton of money and I contribute to change the world in better and this makes me feel even better. Not sure I could sleep well being invested in a traditional healthcare company. 🚨 $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN 🚨 $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN"
X Link 2025-03-30T19:02Z [----] followers, [----] engagements

"$LMND My update after Q1 ER🔥"
X Link 2025-05-10T13:24Z [----] followers, [----] engagements

"Among the [--] stocks I own I am probably most excited about $LMND earnings as it is the only one I expect to take action on. Ill increase substantially my position if My Proprietary Adjusted Rule of [--] Score for Car will improve"
X Link 2025-07-22T19:51Z [----] followers, [----] engagements

"I agree $LMND is highly asymmetric to the upside I'm not afraid of being wrong. The chances are low and the upside of being right is substantial. That's why I'm the madman all in $LMND while it's down 75% from its highs. I'm not afraid of being wrong. The chances are low and the upside of being right is substantial. That's why I'm the madman all in $LMND while it's down 75% from its highs"
X Link 2025-07-28T14:35Z [----] followers, [----] engagements

"$LMND is poised to reach best in class retention and premium per customer News: $LMND pet improves today with multi-pet discounts Lemonade is already dominating the $18B pet insurance market expected to grow to $49B by [----]. This update will likely increase average premium per customer and customer lifetime value long term while reducing churn. News: $LMND pet improves today with multi-pet discounts Lemonade is already dominating the $18B pet insurance market expected to grow to $49B by [----]. This update will likely increase average premium per customer and customer lifetime value long term"
X Link 2025-08-11T20:50Z [----] followers, [----] engagements

"Its over 😂 $LMND Cramer said on Mad Money yesterday that $LMND "is the play" not $ROOT. How could he do this to us 😭 Cramer said on Mad Money yesterday that $LMND "is the play" not $ROOT. How could he do this to us 😭"
X Link 2025-08-13T05:23Z [----] followers, [----] engagements

"$LMND what a work of art. Lets call it AI at work"
X Link 2025-08-28T18:24Z [----] followers, [----] engagements

"$LMND 30% short interest. $HIMS 38%. Either we are right or they are right. Id be very surprised if neither $LMND nor $HIMS 10x in [--] years Id be very surprised if neither $LMND nor $HIMS 10x in [--] years"
X Link 2025-09-03T18:39Z [----] followers, [----] engagements

"$MELI is going to get a large part of LatAm logistic commerce and financial markets. If they keep executing I believe $1T market cap in under [--] years is likely $MELI just launched a new B2B play: Mercado Libre Negocios A wholesale platform for entrepreneurs companies and governments to buy in bulk with ease security and better pricing. Targeting higher order frequency larger volumes and bigger billing. https://t.co/9y0AxYsOHj $MELI just launched a new B2B play: Mercado Libre Negocios A wholesale platform for entrepreneurs companies and governments to buy in bulk with ease security and better"
X Link 2025-09-06T12:15Z [----] followers, [----] engagements

"@danielisdizzy Insane how $LMND is still so undervalued"
X Link 2025-09-11T20:04Z [----] followers, [----] engagements

"I have some difficulties in evaluating $NBIS share price growth is so strong that you cant just model it. Im probably waiting some quarters before growth go lower than 50% YoY to even thinking about thinking of ifwhen to sell. $NBIS I think something happened while I was sleeping 😂 +44% AH https://t.co/WC4nhwMqNg $NBIS I think something happened while I was sleeping 😂 +44% AH https://t.co/WC4nhwMqNg"
X Link 2025-09-13T18:59Z [----] followers, [----] engagements

"$LMND and $ODD have basically no competition"
X Link 2025-09-17T19:04Z [----] followers, [---] engagements

"$LMND Business Ontology"
X Link 2025-09-19T18:33Z [----] followers, [----] engagements

"What a brave life for $LMND short sellers 😂 Looks like $LMND short sellers are indeed reloading for another round of pain. According to @S3Partners short interest has spiked back up to [----] million shares. They shared their latest report: https://t.co/SD9Anw0USq https://t.co/ZbrZnUmHNU Looks like $LMND short sellers are indeed reloading for another round of pain. According to @S3Partners short interest has spiked back up to [----] million shares. They shared their latest report: https://t.co/SD9Anw0USq https://t.co/ZbrZnUmHNU"
X Link 2025-09-30T15:44Z [----] followers, [----] engagements

"$LMND book value is declining 🤯 Im panicking guys"
X Link 2025-10-05T19:19Z [----] followers, [----] engagements

"$LMND dont tell you didnt know Here is where you want to invest: $LMND $HOOD https://t.co/TvYOWb2YL6 Here is where you want to invest: $LMND $HOOD https://t.co/TvYOWb2YL6"
X Link 2025-10-12T16:53Z [----] followers, [----] engagements

"I have the feeling that $LMND distribution will be upgraded soon 🚀 What the fuck. what are they cooking Meta Paypal Fiver Glad I am invested $LMND What the fuck. what are they cooking Meta Paypal Fiver Glad I am invested $LMND"
X Link 2025-10-15T14:42Z [----] followers, [----] engagements

"👀 FASCINATING Is $LMND positioning itself as the insurance provider for Tesla Robotaxi and fully unsupervised FSD FASCINATING Is $LMND positioning itself as the insurance provider for Tesla Robotaxi and fully unsupervised FSD"
X Link 2025-10-17T09:43Z [----] followers, [----] engagements

"Correct the second is much simpler. $HIMS and $LMND are my two biggest positions If you think $HIMS is going to disrupt health care you should definitely think $LMND is going to disrupt insurance If you think $HIMS is going to disrupt health care you should definitely think $LMND is going to disrupt insurance"
X Link 2025-11-01T17:35Z [----] followers, [----] engagements

"But but but. the book value is decreasing 😂 $LMND WE'RE WELL POSITIONED TO FUND THIS GROWTH $LMND WITHOUT THE NEED FOR ADDITIONAL CAPITAL. EAT IT BEARS. WE'RE WELL POSITIONED TO FUND THIS GROWTH $LMND WITHOUT THE NEED FOR ADDITIONAL CAPITAL. EAT IT BEARS"
X Link 2025-11-05T14:11Z [----] followers, [----] engagements

"$LMND is exactly the kind of business that Warren Buffet may invest in. Its a boring industry and Lemonade needs just to keep doing what has already proved to be able to do and it will compound FCF at 20% + YoY for decades $LMND: A Hard Stop For Short Sellers https://t.co/QKCQbhd6y2 $LMND: A Hard Stop For Short Sellers https://t.co/QKCQbhd6y2"
X Link 2025-11-11T11:05Z [----] followers, [----] engagements

"$ODD Oddity Tech marked another strong quarter ahead of the guidance growing 24% YoY with $781M revenue LTM (as of Q3) raised the guidance for Q4 and successfully launched the new brand METHODIQ about which users look to be enthusiastic. On top of that ODDITY LABS is finally starting to bear fruit with at least [--] products featuring proprietary molecules planned for market in [----] across their brands. As an investor I dont know what to ask more than this. Just waiting for Wall Street and retail investor to wake up to Oddity. $ODD Declares War on $HIMS https://t.co/Bp0xbJ1zG2"
X Link 2025-12-18T19:09Z [----] followers, [----] engagements

"Interesting POV $ODD Why does Oran Holtzman founder and CEO of $ODD limit revenue growth to 20% while other DTC companies like $HIMS try to grow as fast as possible. $ODD has a highly unconventional approach to managing its business that can be confusing to investors. $ODD's so-called 'algorithm' Why does Oran Holtzman founder and CEO of $ODD limit revenue growth to 20% while other DTC companies like $HIMS try to grow as fast as possible. $ODD has a highly unconventional approach to managing its business that can be confusing to investors. $ODD's so-called 'algorithm'"
X Link 2026-01-19T19:46Z [----] followers, [---] engagements

"$ODD is a scam 🙃 @BastianelliLore Yes and this is based on complaints on Trustpilot about subscriptions. Don't tell these investors about this other scam company called $NFLX https://t.co/tMpMvYGcBA @BastianelliLore Yes and this is based on complaints on Trustpilot about subscriptions. Don't tell these investors about this other scam company called $NFLX https://t.co/tMpMvYGcBA"
X Link 2026-01-20T19:42Z [----] followers, [---] engagements

"$ODD dont stop So how serious is $ODD about Brand [--] Serious enough to have their previous CFO (and basically a co-founder) run it. https://t.co/7JVMSCYmP3 So how serious is $ODD about Brand [--] Serious enough to have their previous CFO (and basically a co-founder) run it. https://t.co/7JVMSCYmP3"
X Link 2026-01-23T12:08Z [----] followers, [---] engagements

"@OddityOddballs Brand [--] will cure people who think $ODD is a scam 🤣"
X Link 2026-01-23T12:16Z [----] followers, [--] engagements

"In a world where distributions will be the strongest moat $ODD is building brands and using AI to leverage customers data. Think about it"
X Link 2026-01-25T13:07Z [----] followers, [---] engagements

"I cant even tell how much investors are underestimating $ODD $ODD has so far released three proprietary molecules developed through Oddity Labs: ODDL1007 (reduce dark spots) ODDL103 (reduce papular scarring) ODDL1204 (retinol replacement) What's with the boring names When Oddity Labs was still independent as Ravela they came $ODD has so far released three proprietary molecules developed through Oddity Labs: ODDL1007 (reduce dark spots) ODDL103 (reduce papular scarring) ODDL1204 (retinol replacement) What's with the boring names When Oddity Labs was still independent as Ravela they came"
X Link 2026-01-27T10:28Z [----] followers, [----] engagements

"@GrindeOptions Probably $LMND and $ODD two of the best"
X Link 2026-01-27T19:10Z [----] followers, [---] engagements

"🚨 AI Bubble Alert: DeepSeeks latest drops proves open-source is catching up to premium models$NBIS up 274% from last years panic dip but $LMND & $ODD are the real sleepers for [----]. Inference costs crashing = massive tailwinds for AI-powered everyday apps. My pick: $ODD hits $100 and $LMND hits 200$ by EOY. Agree or nah Drop your thoughts below https://twitter.com/i/web/status/2016233212649873522 https://twitter.com/i/web/status/2016233212649873522"
X Link 2026-01-27T19:33Z [----] followers, [----] engagements

"🔥I believe $ODD will turn to be a story similar to $LMND. Incumbents are simply sleeping. $ODD is having plenty of time to enter the market and optimise its flywheel. Competitors (and investors) simply cannot understand what Oddity is doing 🙃 I believe the reason why the management decided to grow only 20% + YoY is because they want to take advantage of this situation. If they kept growing full steam 30% + they would have drawn a lot of attention and sparked competitors interest to do the same as Oddity is doing. This way $ODD has all the time to develop a size which makes them unreachable"
X Link 2026-01-28T09:50Z [----] followers, [----] engagements

"@HomeopathIm $ODD I guess because it is in the radars of short sellers"
X Link 2026-01-28T11:09Z [----] followers, [---] engagements

"Why I own $ODD 👇 Oddity is revolutionizing the beauty industry. Oddity Tech designs and sells beauty products such as foundations directly to consumers. Unlike incumbents that rely on the classic brick-and-mortar model Oddity operates a direct-to-consumer model. While this limits distribution in the short term it allows them to collect orders of magnitude more data than the standard playbook. Thanks to this data moat and its AI engine Oddity recommends the best product for each individuallike the perfect foundation for your skin toneand develops new molecules to better address individual"
X Link 2026-01-28T20:14Z [----] followers, [---] engagements

"@CaesarCapitalz Add $ODD"
X Link 2026-01-28T20:18Z [----] followers, [---] engagements

"$LMND and $ODD similarities [--] ways in which $ODD and $LMND are oddly similar (I have owned both) 1) Oddly similar history. Both companies were founded within a year of each other by a duo of Israelis (Daniel Schreiber / Shai Wininger Oran Holtzman / Shiran Holtzman-Erel). Both companies started in the US [--] ways in which $ODD and $LMND are oddly similar (I have owned both) 1) Oddly similar history. Both companies were founded within a year of each other by a duo of Israelis (Daniel Schreiber / Shai Wininger Oran Holtzman / Shiran Holtzman-Erel). Both companies started in the US"
X Link 2026-01-29T11:25Z [----] followers, [----] engagements

"Everyone's worried about AI bubble. Meanwhile my $LMND position is already up 5x. The bubble isn't in AI stocks. The bubble is in companies that think AI won't disrupt them.🚀"
X Link 2026-01-30T08:46Z [----] followers, [----] engagements

"@elonmusk @AnthropicAI Ironic indeed. Meanwhile $LMND $ODD $DUOL are quietly using AI to disrupt entire industries while everyone debates who's building the "safest" model. Actions statements"
X Link 2026-01-31T14:04Z [----] followers, [---] engagements

"The AI winners won't be the ones building AI. They'll be the ones using it to destroy sleepy incumbents. $LMND $ODD $DUOL"
X Link 2026-01-31T14:19Z [----] followers, [----] engagements

"$NBIS & Revolut ➡enabling deeper in-house ownership and slowly becoming the new world infrastructure layer. This is exactly what I want to see and expect 🚀"
X Link 2026-02-02T11:56Z [----] followers, [----] engagements

"Yeah I got your valid points Richard (thanks for sharing). But I think also building the software has a point here. As a start up you wouldnt dare to build a Hubspot/Salesfoce/SAP competitor so far a lot of cost to develop the software with a tiny probability of displacing them. While now you have no barriers. Its all about marketing and distribution. Also regulated markets are still probably a solid barrier (like healthcare or A&D). https://twitter.com/i/web/status/2018355175988068830 https://twitter.com/i/web/status/2018355175988068830"
X Link 2026-02-02T16:05Z [----] followers, [---] engagements

"Why I own $NBIS 👇 The universal substrate for agentic computation in application software. Nebius belongs to the neocloud categoryalongside Iren CoreWeave and others. By neocloud I mean a new kind of cloud provider built from the ground up for AI where GPU-dense infrastructure AI-native tools and model-centric pricing replace the old generic compute cloud. What differentiates Nebius from the others are three things: top-level management availability of capital and a clear mission (becoming a hyperscaler). On that last point unlike most competitors Nebius is purposely building a software"
X Link 2026-02-03T21:26Z [----] followers, [----] engagements

"$RKLB $NBIS and $LMND holding up my portfolio today"
X Link 2026-02-03T21:40Z [----] followers, [---] engagements

"Is this the cause for $LMND $RKLB and $NBIS bleeding 🩸 It's happening. Anthropic shipped Claude Cowork plug-ins and software stocks got smoked. Wall Street is calling it "SaaSpocalypse". what happened + why 👇🧵 https://t.co/ocIrof3ace It's happening. Anthropic shipped Claude Cowork plug-ins and software stocks got smoked. Wall Street is calling it "SaaSpocalypse". what happened + why 👇🧵 https://t.co/ocIrof3ace"
X Link 2026-02-04T15:50Z [----] followers, [----] engagements

"@alc2022 I think $DUOL will do same as the oil during Covid it will go to -20$"
X Link 2026-02-04T19:34Z [----] followers, [----] engagements

"How long folks will take to realise that $ODD will be one of the biggest beneficiaries of AI They are using their DTC-acquired proprietary data to develop new molecules and today are launching one of them. $ODD today launched its 'body care' category for Methodiq starting with eczema. Neurexa uses patented OLABS1669 -- a proprietary molecule developed by Oddity Labs -- to address pro-inflammatory factors that lead to eczema. https://t.co/NUFgVE0W6X $ODD today launched its 'body care' category for Methodiq starting with eczema. Neurexa uses patented OLABS1669 -- a proprietary molecule"
X Link 2026-02-06T13:13Z [----] followers, [----] engagements

"@dwarkesh_sp @elonmusk Experts will say you cant do this without putting a bunch of lidars on the robots 🙃 (not sure if Optimus will have lidars I guess no)"
X Link 2026-02-06T13:20Z [----] followers, [---] engagements

"@GrindeOptions All of them so we can dump paper hands and get a more stable price action on the rise"
X Link 2026-02-06T23:04Z [----] followers, [---] engagements

"Guys remember that the P/E of a company with earnings per share of -10$ and with a share price of -100$ is still [--] 🙃 $HIMS"
X Link 2026-02-07T11:49Z [----] followers, [---] engagements

"@GrindeOptions $LMND $HIMS $ODD $NBIS $DUOL $MELI"
X Link 2026-02-07T16:32Z [----] followers, [----] engagements

"Im quite confident AT LEAST two of these [--] will double this year @GrindeOptions $LMND $HIMS $ODD $NBIS $DUOL $MELI @GrindeOptions $LMND $HIMS $ODD $NBIS $DUOL $MELI"
X Link 2026-02-07T16:33Z [----] followers, [----] engagements

"@AlexFinn Congrats Alex"
X Link 2026-02-07T17:43Z [----] followers, [--] engagements

"$HIMS may end up being one of the [--] biggest companies in the world or being a complete failure. That is part of the game it is how an asymmetric bet works. BUT People who are against $HIMS no matter what who want to see them fail and who defend Big Pharma and hope HIMS gets crashed well such people are on the wrong side of history. Its David against Goliath and you are supporting Goliath. https://twitter.com/i/web/status/2020198088128786464 https://twitter.com/i/web/status/2020198088128786464"
X Link 2026-02-07T18:08Z [----] followers, 14.2K engagements

"@AntounNabhan You are saying that on the base of what (your feeling doesnt matter) And by the way big pharma business model IS against law (proved they continuously get fined)"
X Link 2026-02-07T19:40Z [----] followers, [---] engagements

"@Jim80478788 @alc2022 Agree lets listen to the Earnings call and re-assess the bullish thesis on the base of what they say"
X Link 2026-02-07T19:46Z [----] followers, [---] engagements

"$X Digital Optimus: I think I got how SaaS will get disrupted and will become much less valuable. And it has nothing to do with deterministic or probabilistic apps. Elon explains it well in his last interview: what he is building with MacroHard and what also Claude and OpenAI (and OpenClaw) have just launched (coworker) is basically a digital Optimus. It simulates a Human Being working at a PC and can do everything a human being can do. How it will disrupt SaaS is not by reinventing it but it is by using existing SaaS apps through APIs. Most of SaaS companies are not designed to monetise"
X Link 2026-02-07T21:10Z [----] followers, [----] engagements

"Satya Nadella nailed it months ago: Business apps are basically databases with workflows on top. Now I get it. AI agents wont replace those deterministic workflowstheyll build and use them instead. UIs will matter less and less until theyre optional. Itll take years but start discounting it now. $X Digital Optimus: I think I got how SaaS will get disrupted and will become much less valuable. And it has nothing to do with deterministic or probabilistic apps. Elon explains it well in his last interview: what he is building with MacroHard and what also Claude and OpenAI $X Digital Optimus: I"
X Link 2026-02-07T21:21Z [----] followers, [---] engagements

"Everyone's chasing the next ChatGPT wrapper. Meanwhile $NBIS is building the infrastructure that makes ALL of them possible 🧠 When LLMs commoditize picks-and-shovels win. Infrastructure apps"
X Link 2026-02-07T21:31Z [----] followers, [----] engagements

"Hot take: High P/E ratios aren't the problem. Buying 'cheap' legacy companies getting disrupted is the problem. I'll take $DUOL at 50x earnings over a 'value' insurance dinosaur at 8x any day 💰 Growth + moat valuation multiple"
X Link 2026-02-08T05:11Z [----] followers, [----] engagements

"My investment filter: [--]. Is AI core to their product [--]. Are they making incumbents obsolete [--]. Do they have network effects [--]. Is TAM expanding If 3/4 = yes I dig deeper. If 4/4 = yes I'm probably already in 🔥 65% CAGR starts here"
X Link 2026-02-08T06:40Z [----] followers, [---] engagements

"Traditional healthcare: "Wait [--] weeks for an appointment pay $200 get [--] minutes with a doctor" $HIMS model: "Get treatment in 48h pay $25/month digital-first" Incumbents are TERRIFIED. And they should be. 🔥"
X Link 2026-02-08T08:40Z [----] followers, [----] engagements

"Real question: How many 'AI companies' are just legacy tech with GPT bolted on 🤔 Vs. how many are AI-native from the ground up The gap between these two = your alpha. Which category do YOU think $LMND $ODD $HIMS fall into"
X Link 2026-02-08T08:41Z [----] followers, [----] engagements

"The best investment thesis is one that makes you uncomfortable. If everyone agrees with you you're probably late. $DUOL at $300 "Too expensive" $LMND disrupting insurance "Too risky" That's where alpha lives. 😎"
X Link 2026-02-08T08:42Z [----] followers, [----] engagements

"@niccruzpatane NIO's battery swap is elegant but Tesla already won the infrastructure war. 100M swaps in China vs 60k+ Superchargers globally = network effect moat. Swap stations are CapEx-heavy location-constrained. Fast charging scales infinitely. $TSLA"
X Link 2026-02-08T17:11Z [----] followers, [----] engagements

"@GrindeOptions 100% conviction in ONE stock is how you build real wealth. Diversification is for wealth preservation not creation. I'd rather be uncomfortably concentrated in $RKLB $HIMS $ODD than comfortable in an index. High conviction = asymmetric upside"
X Link 2026-02-08T17:11Z [----] followers, [---] engagements

"@elonmusk Tesla Semi might be the most underrated product in the lineup. Logistics = $4T TAM. 500-mile range + Megachargers = game over for diesel. FSD + autonomy later = 10x cost advantage vs human-driven trucks. This isn't about EVs. It's about AI eating legacy supply chains"
X Link 2026-02-08T17:11Z [----] followers, [---] engagements

"Hot take: Most "AI companies" are just wrappers around GPT-4. Real AI-native companies: Own the data flywheel Build proprietary models Have distribution before competition wakes up $TSLA fleet data. $DUOL personalized learning graphs. $RKLB launch cadence data. Wrappers get commoditized. Natives compound moats. https://twitter.com/i/web/status/2020547470799864250 https://twitter.com/i/web/status/2020547470799864250"
X Link 2026-02-08T17:17Z [----] followers, [---] engagements

""Wait for the dip" is the most expensive advice in investing. While you wait compounders compound. While you wait moats widen. While you wait winners win. Time IN beats timing. Every time"
X Link 2026-02-08T17:44Z [----] followers, [---] engagements

"@deepblue452 $HIMS aims to be the MUST have subscription for you health no IP required. If theyll get there is to be proved but thats the goal"
X Link 2026-02-08T19:30Z [----] followers, [---] engagements

"@Mambatrades08 @katrina__2 @GeneInvesting Lets see how they explain it. I dont hide there is a non negligible risk of losing the capital with $HIMS"
X Link 2026-02-08T19:36Z [----] followers, [---] engagements

"Shai is having fun kidding us 😂 you wouldnt do this unless you are confident you are building a $100B company (as minimum) E E"
X Link 2026-02-08T20:28Z [----] followers, [----] engagements

"@GrindeOptions If you are concentrated in less than [--] stocks yes. If you have a [--] stocks portfolio one stock wont move the needle"
X Link 2026-02-08T20:29Z [----] followers, [--] engagements

"@AuditTheHerd $ODD will surprise many"
X Link 2026-02-08T20:31Z [----] followers, [---] engagements

"Everyone focuses on AI models. I focus on AI-first business models. Big difference. $LMND $HIMS $DUOL aren't just using AI they're built on it. That's the moat"
X Link 2026-02-09T12:04Z [----] followers, [----] engagements

"@snmart Good question I take some time to reassess it after what happened. I want to listen how the management explains it and also Lab testing performance metrics. Whats your view"
X Link 2026-02-09T13:01Z [----] followers, [--] engagements

"@TechPostsEU The difference between AI bubble and AI revolution Execution. $LMND $HIMS $DUOL have products revenue and moats. Not just promiseware"
X Link 2026-02-09T13:05Z [----] followers, [---] engagements

"Unpopular opinion: most "AI companies" are just SaaS tools with a ChatGPT wrapper. Real AI-first companies replace entire workflows not just features. That's why I own $DUOL and $LMND not generic AI stocks"
X Link 2026-02-09T15:43Z [----] followers, [----] engagements

"Many will lose money on AIbuying the wrong stocks at the wrong time (Episode 4/4 of the Series "Invest in AI Avoid the Bubble") $PLTR $NVDA $RKLB $MELI"
X Link 2026-02-09T17:26Z [----] followers, [----] engagements

"@johnennis What model are you using I figured out the only models working well are sonnet [---] and Opus. Second best is K2.5 but still cant manage to well every task and it forgets and lie sometimes. Grok even worse"
X Link 2026-02-09T19:33Z [----] followers, [---] engagements

"Immagine if $HIMS go back to 100$ by the end of the year. Where all those guys will hide 😂"
X Link 2026-02-09T19:55Z [----] followers, 25.1K engagements

"Guys Im still studying $ZETA . I have been distracted by OpenClaw in the last couple of weeks I had to put my hands on it and try myself. But Im liking $ZETA more and more and I go through my sources. Hopefully I can go out with my deep dive by the end of the week. Stay tuned. https://twitter.com/i/web/status/2020954858245980319 https://twitter.com/i/web/status/2020954858245980319"
X Link 2026-02-09T20:16Z [----] followers, [----] engagements

"Dear $HIMS bears hope we are not in a simulation because if the most interesting outcome is the most likely one thats $HIMS to 100$ at this point. You went too far. Immagine if $HIMS go back to 100$ by the end of the year. Where all those guys will hide 😂 Immagine if $HIMS go back to 100$ by the end of the year. Where all those guys will hide 😂"
X Link 2026-02-09T21:05Z [----] followers, [----] engagements

"SaaS companies are facing a classic Innovator's Dilemma in the era of agentic AI and Digital Humans 👇 They essentially have two paths forwardboth risky: [--] - Stick to the current business model (typically per-user seats or subscriptions tied to human usage). In this scenario they get disrupted anyway: AI agents will freely use their (currently non-monetized or lightly restricted) APIs to perform the same tasks that 10x human workers used to do manuallylogging in clicking through UIs and driving revenue through human seats. No humans = no seats = collapsing revenue. [--] - Pivot to monetize APIs"
X Link 2026-02-10T07:19Z [----] followers, [---] engagements

"$ZETA "The shift that's happening in marketing today is moving from data-driven to Answers driven. Answers is what marketers seek today and with Zeta the age of Answers has arrived" I think this is a trend valid non only in marketing but everywhere. AI to pay itself must give answers & information not only data https://twitter.com/i/web/status/2021140639027462175 https://twitter.com/i/web/status/2021140639027462175"
X Link 2026-02-10T08:34Z [----] followers, [---] engagements

"$DUOL is dead long live $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"
X Link 2026-02-10T09:40Z [----] followers, [----] engagements

"👀 $LMND As it was written $LMND 🙌 https://t.co/dTEH2TJoAX As it was written $LMND 🙌 https://t.co/dTEH2TJoAX"
X Link 2026-02-10T09:42Z [----] followers, [---] engagements

"Gene editing is bullish for $HIMS"
X Link 2026-02-10T11:07Z [----] followers, [----] engagements

"The best AI companies aren't 'using AI.' They're AI-native. That's why settles claims in seconds while incumbents take weeks. Why recommends products a human couldn't match. The gap isn't closing. It's widening"
X Link 2026-02-10T12:21Z [----] followers, [---] engagements

"@cb_doge Build the rails first. $RKLB is shipping satellites weekly while others are still drafting mission patches"
X Link 2026-02-10T13:25Z [----] followers, [--] engagements

"@WiseBeaverInv I see it as the most obvious thing honestly . $HIMS has the data useful to gene editing companies to develop their products + can easily propose gene therapies to its users driven by their health data"
X Link 2026-02-10T13:38Z [----] followers, [---] engagements

"JUST IN: $NBIS acquires Tavily 🚀 Tavilys technology becomes a critical component of this stack complementing Nebius Token Factory. While Token Factory provides the high-performance inference required for agents to reason Tavily provides the real-time web access required for factual accuracy. By combining high-performance inference with real-time grounding Nebius provides the essential building blocks for the next generation of AI applications. The addition of agentic search capabilities gives Nebius customers critical architecture they need to build autonomous agents that can navigate the"
X Link 2026-02-10T15:10Z [----] followers, [---] engagements

"@RihardJarc Same pattern as AWS 2008-2012. "Too much spend where's the revenue" The labs are building the picks and shovels. The gold rush hasn't even started"
X Link 2026-02-10T18:42Z [----] followers, [---] engagements

"@maxmarchione Claude is impressive"
X Link 2026-02-10T19:58Z [----] followers, [--] engagements

"@intheworldofai Uauuuhh . OoenClaw struggle to do this unless you give it the best model in the world (Opus). How does a local model do this I suppose it was trained to do exactly this"
X Link 2026-02-10T19:59Z [----] followers, [---] engagements

"@ChrisCamillo Its OpenClaw now Chris 🙃"
X Link 2026-02-10T20:48Z [----] followers, [----] engagements

"Who is the biggest winner with OpenClaw 👇 I dont think enterprise and SME will use it. It would be like using an on prem software and we are actually going in the opposite direction. Organizations will use digital coworkers hosted in cloud same as they are using SaaS. The biggest winner of this technology (agentic AI which do things humans used to do in front of a PC) are the AI Infra. Companies. $NBIS $NVDA $GOOG $AMZN https://twitter.com/i/web/status/2021327542943162861 https://twitter.com/i/web/status/2021327542943162861"
X Link 2026-02-10T20:56Z [----] followers, [---] engagements

"@Devinbuild I love it and Im using it but I believe in [--] months it will be like using an on prem software instead of a SaaS. Who does that anymore We will end up using coworkers from Antropic Open AI"
X Link 2026-02-10T20:59Z [----] followers, [--] engagements

"@jakebrowatzke $LMND"
X Link 2026-02-10T21:10Z [----] followers, [---] engagements

"@farzyness Good point. Trump must win mid term"
X Link 2026-02-10T21:11Z [----] followers, [---] engagements

"@mhdfaran K2.5 sucks compared to Sonnet or Opus. It makes so many mistakes. But I use it too Sonnet is too expensive"
X Link 2026-02-10T21:17Z [----] followers, [---] engagements

"Yeah just kidding. By the way I use OpenClaw daily and love it but isnt it like using an on prem software in a world of SaaS I mean I believe we (and Orgs too) will end up using digital coworkers by Anthropic/GOOG/OAI too much more convenient cheaper cost of ownership and reliable. https://twitter.com/i/web/status/2021335285414625512 https://twitter.com/i/web/status/2021335285414625512"
X Link 2026-02-10T21:27Z [----] followers, [---] engagements

"Gene editing is bullish for $HIMS. Not because they'll develop therapies. Because they already own the patient relationship. 2.5M subscribers genetic profiles cross-sell precision medicine. Data moat Lab equipment moat"
X Link 2026-02-11T09:53Z [----] followers, [----] engagements

"$LMND will be the first autonomous org on earth and will be valued trillions. Its not easy to understand now for the most but in hindsight will be so obvious Here's a breakdown from Shai's new $LMND interview on their three stages to becoming a fully autonomous organization and where they currently are. Level 1: Self Healing (Current Stage of Business) This level focuses on maintenance and reliability. Agents monitor analytics and Here's a breakdown from Shai's new $LMND interview on their three stages to becoming a fully autonomous organization and where they currently are. Level 1: Self"
X Link 2026-02-11T13:05Z [----] followers, [----] engagements

"@heyDhavall K2.5 best trade off as of now far from Sonnet and Opus but its the only affordable solution out there for OpenClaw"
X Link 2026-02-11T13:16Z [----] followers, [---] engagements

"@shai_wininger What do you mean without insurance there would be no AI"
X Link 2026-02-11T17:25Z [----] followers, [----] engagements

"@ConsensusGurus Hopefully well get one for $MELI too"
X Link 2026-02-11T19:37Z [----] followers, [----] engagements

"@Axel_Lynch_Inv Bold 🔥😂"
X Link 2026-02-11T19:44Z [----] followers, [---] engagements

"If you own both $DUOL and $HIMS for [--] months at least you probably think you are doomed but you are actually in a much stronger position that if you just owned only one of them. Listen to this and thank me later for opening your mind 👇 The chances for both your $DUOL and $HIMS bullish thesis to be wrong are actually very low. One of the two will statistically works. Now in the last [--] months both stocks are down 66% which means that you can take advantage of it (same loss) in at least three ways: - rebalancing the two weights if you think you are disproportionately exposed on one of the two -"
X Link 2026-02-11T20:04Z [----] followers, [----] engagements

"Has Zuck lost the race to a leading model and he better use open source models $META"
X Link 2026-02-11T20:08Z [----] followers, [---] engagements

"@Kalshi Communists never learn"
X Link 2026-02-11T20:08Z [----] followers, [---] engagements

"I see investors focusing on which SaaS companies offer a deterministic solution rather than a probabilistic one to understand if theyll get disrupted by AI. I think that is not the right way to see it. Its likely irrelevant. Business workflows will remain deterministic but thats not the point. https://twitter.com/i/web/status/2021682158574899330 https://twitter.com/i/web/status/2021682158574899330"
X Link 2026-02-11T20:26Z [----] followers, [---] engagements

"Repeat with me live translation has noting to do with $DUOL"
X Link 2026-02-11T20:27Z [----] followers, [----] engagements

"@pcshipp $ZETA for marketing you need data everything else is just a copilot"
X Link 2026-02-11T20:51Z [----] followers, [---] engagements

"@StockTrader_Max Strong numbers / stock down $NBIS"
X Link 2026-02-11T20:56Z [----] followers, [---] engagements

"@SawyerMerritt Is Hyundai the only company making money with autonomous cars other than $TSLA 😂"
X Link 2026-02-11T21:21Z [----] followers, [--] engagements

"@victor__vector Are you saying that $LMND can be easily copied with AI"
X Link 2026-02-12T05:45Z [----] followers, [--] engagements

"$ZETA on the possibility to vibe coding their platform 👇 I've had the question from a few of you on calls before like "Oh couldn't somebody just go build this with AI and some vibe-coding" And the answer is no because this deterministic foundation again was built in our forge. It takes a lot of understanding of how to build technology that comes back to an individual and route that through LLM MCPs so that the application can work. And third contextual intelligence. This is the crown jewel in a lot of ways. This is what creates memory. This is what creates personalization this is what make"
X Link 2026-02-12T06:04Z [----] followers, [---] engagements

"Genarative UI is the furture of software"
X Link 2026-02-12T06:28Z [----] followers, [---] engagements

"UI on Demand"
X Link 2026-02-12T06:33Z [----] followers, [---] engagements

"Institutional taking advantage of $HIMS retail investors $HIMS institutional ownership also increased while the share price dropped Retail sold while smart money added Institutions do not have a [--] month time horizon If you want a [--] X return you must take advantage of positions that go on sale And be ready for this https://t.co/2x5Ej4WTmp $HIMS institutional ownership also increased while the share price dropped Retail sold while smart money added Institutions do not have a [--] month time horizon If you want a [--] X return you must take advantage of positions that go on sale And be ready for"
X Link 2026-02-12T06:55Z [----] followers, [----] engagements

"SaaS companies are facing a classic Innovator's Dilemma. Path 1: Stick to subscriptions get disrupted by agents Path 2: Pivot to agentic cannibalize your revenue The ones that choose path [--] before Wall Street forces them will win. The rest will be case studies"
X Link 2026-02-12T08:16Z [----] followers, [---] engagements

"🔥 [--] things which matter in the thesis "SaaS will be disrupted by AI": 1- AI-powered onboarding facilitate change management and so the adoption of a new tool 2- Generative UI allows to replicate the UI of the old tool facilitating change management and adoption of a new tool [--] - Digital Humans (orchestrated agents which replicate a human being at work in front of a PC AKA OpenClawd/Coworkers) will use API of whatever tool to do the work so swithing over to a different tool has no friction All in all for SaaS switching cost are going to plummet unless you have a data moat 👇 = Data moat - The"
X Link 2026-02-12T09:01Z [----] followers, [--] engagements

"Good question I build a blueprint (which I call Business Ontology) of the company where I basically monitor specific KPIs and have expectation about how they will trend. Such expectations tell me if the business is moving according to my thesis. When my expectations are not met I consider the thesis rejected. At that point I exit the position. https://twitter.com/i/web/status/2021881743775531114 https://twitter.com/i/web/status/2021881743775531114"
X Link 2026-02-12T09:39Z [----] followers, [---] engagements

"@Scobleizer @openclaw Personal compute clouds for agents. The future is local-first encrypted agent-owned. Not renting from the giants"
X Link 2026-02-12T12:22Z [----] followers, [---] engagements

"Everyone wants the comfort of consensus. I want the discomfort of being right early. That's the thesis. That's the thesis. That's every position in my portfolio. Concentration in the inevitable"
X Link 2026-02-12T12:48Z [----] followers, [---] engagements

"@PeterDiamandis @PeterDiamandis we must fight for privacy. There is no freedom without privacy. The fact that we have tech that allows to cancel privacy doesnt mean we hav lost. Dont be that guy who convinces people to give up. Be the guy that motivate people to fight for rights and freedom"
X Link 2026-02-12T14:31Z [----] followers, [---] engagements

"$LMND isn't just AI-enabled. It's the AI enabler. Self-driving cars need insurance to deploy. is the only one building for them. When AI robots AI doctors AI warehouses need coverage guess who already has the infrastructure The ones who insure the future get to define it. https://twitter.com/i/web/status/2022030201430094089 https://twitter.com/i/web/status/2022030201430094089"
X Link 2026-02-12T19:29Z [----] followers, [----] engagements

"@HerrZiffer0 I agree But out of my [--] picks is likely at least [--] or [--] will not go well"
X Link 2026-02-12T19:55Z [----] followers, [--] engagements

"Once we get models at Opus [---] level intelligence for the price of Kimi K2.5 productivity is going to absolutely skyrocket. 🚀"
X Link 2026-02-12T20:03Z [----] followers, [---] engagements

"@VadimStrizheus Sorry 🙃 Im guilty 😂 I cannot what it right now unfortunately. @grok what the job of the agents explained in the video what do they accomplish"
X Link 2026-02-12T21:08Z [----] followers, [--] engagements

"@grok 30$ a month With Sonnet I spend it in a day just to automate some tasks 30$ a day with [--] agents maybe if you have all the models locally you spend 30$ of electricity 🙃"
X Link 2026-02-12T21:19Z [----] followers, [--] engagements

"Volatility is the tax on being right early. Diversification is comfort food for average returns. I hold [--] names. A few will go to zero. The survivors 100x+ compounding machines. That's not gambling. That's math + conviction. Who's with me in the discomfort zone 🚀"
X Link 2026-02-12T23:00Z [----] followers, [---] engagements

"If you don't know exactly what you own right now you'd be demoralized AF in this tape lol. But when you do Every dip feels like Black Friday for trillion-dollar futures. Concentration in the inevitable chasing consensus safety. 65% CAGR since '24 isn't luck. It's asymmetry. Who's still holding strong 💪 https://twitter.com/i/web/status/2022128901699363295 https://twitter.com/i/web/status/2022128901699363295"
X Link 2026-02-13T02:01Z [----] followers, [---] engagements

"AI disruption thesis in one sentence: Switching costs zero when agents do the work generative UI copies the old screen and onboarding is instant. Only real moat left Pure data + distribution. My portfolio is built around exactly that. SaaS is toast unless it evolves. Data moat or die. 🔥 leading the pack https://twitter.com/i/web/status/2022143833018888403 https://twitter.com/i/web/status/2022143833018888403"
X Link 2026-02-13T03:00Z [----] followers, [---] engagements

"$LMND isn't just AI-enabled. It's the AI enabler. Self-driving cars need insurance to deploy. $LMND is the only one building for them. When AI robots AI doctors AI warehouses need coverage guess who already has the infrastructure The ones who insure the future get to define it. https://twitter.com/i/web/status/2022198147364045021 https://twitter.com/i/web/status/2022198147364045021"
X Link 2026-02-13T06:36Z [----] followers, [----] engagements

"@jackhnels @openclaw Better than Kimi k2.5"
X Link 2026-02-13T06:39Z [----] followers, [---] engagements

"Tonight Ill publish my first deep dive on $ZETA. Subscribe (for free) to Lorenzo2cents (link in Bio) to get it in your inbox 🚀"
X Link 2026-02-13T10:23Z [----] followers, [---] engagements

"@cb_doge This is why I do not bet against founders with "impossible" timelines. The market discounts visionaries until the results become undeniable. $TSLA was "overvalued" at $50B too"
X Link 2026-02-13T12:21Z [----] followers, [---] engagements

"@KrRishabh_ $ZETA looks to be leading on this matter https://youtu.be/qTqeJSgI2H0si=8A_b_A-zA121SlMh https://youtu.be/qTqeJSgI2H0si=8A_b_A-zA121SlMh"
X Link 2026-02-13T19:52Z [----] followers, [---] engagements

"Digital coworkers will use SaaS tools to do the job of [--] people. SaaS revenue = 1/10"
X Link 2026-02-13T20:01Z [----] followers, [---] engagements

"@nateliason @openclaw @OpenRouterAI Ill test it tomorrow Do you use Minimax [---] via Openrouter My OpenClaw tried but told me it is not possible to go direct"
X Link 2026-02-13T20:35Z [----] followers, [---] engagements

"Im ready $TSLA"
X Link 2026-02-13T20:39Z [----] followers, [---] engagements

"@PeterDiamandis Private cars will be 1/2 in [--] years. And robotaxi will be 1/2 $TSLA"
X Link 2026-02-13T21:03Z [----] followers, [--] engagements

"@Sajwani Im saving money for it . cant wait"
X Link 2026-02-13T21:07Z [----] followers, [--] engagements

"Immagine if there was an insurance company growing 30%+ its revenues and positioned to be the standard insurance for Physical AI $LMND"
X Link 2026-02-13T21:30Z [----] followers, [---] engagements

"The easiest way to take advantage of Chinese open models is to invest in $NBIS"
X Link 2026-02-14T18:53Z [----] followers, [---] engagements

"Cloud giants spent $200B on data centers last year. $NBIS is spending $16-20B to build the AI-native alternative. Not just "GPU clouds." Full-stack infrastructure: compute networking orchestration model serving. Vertical integration wins when the stack changes this fast"
X Link 2026-02-15T06:27Z [----] followers, [----] engagements

"If the founder/CEO of $ODD (Oran Holtzman) made more frequent public appearances and granted regular interviews the stock would likely be trading at least [--] its current level. Visibility builds narrative credibility and momentumespecially for a tech-driven beauty/wellness disruptor like Oddity Tech. But its ok We arent rushing 🫡 Within two years of launching Il Makiage Skin was larger than 80-90% of online skin brands in the US. Il Makiage Skin is expected to generate $225 million in [----] while still growing 50%. This isn't normal. It is very $ODD https://t.co/xPtJKlLiKm Within two years of"
X Link 2026-02-16T08:23Z [----] followers, [---] engagements

"@GrindeOptions Hard to disagree. The robotaxi fleet is the trojan horse. But the real alpha The infrastructure layer that makes it insurable at scale. $TSLA builds the future. $LMND insures it"
X Link 2026-02-15T19:51Z [----] followers, [---] engagements

"Guys I have a feeling that institutional investors decided that now its the time to make $NBIS go up [--] x. Just a feeling. Stay safe. (No financial advise)"
X Link 2026-02-16T11:57Z [----] followers, [----] engagements

"2030 is the year that everyone on FinX community can get to a $1M net worth if investing now. Does it make sense Elon Musk says Optimus will begin to have a major impact by [----]. People think humanoid robots are 10+ years away. Theyre literally right around the corner. https://t.co/8RsQujS4Dt Elon Musk says Optimus will begin to have a major impact by [----]. People think humanoid robots are 10+ years away. Theyre literally right around the corner. https://t.co/8RsQujS4Dt"
X Link 2026-02-16T12:54Z [----] followers, [---] engagements

"The easiest way to take advantage of Chinese open models is to invest in $NBIS"
X Link 2026-02-14T19:59Z [----] followers, [----] engagements

"$NBIS Q4: +547% revenue YoY. This isn't hype. This is the moment AI infrastructure shifted from "experimental" to "essential." Neocloud isn't competing with AWS. It's serving a different species of workload entirely. Agentic computation needs agentic infrastructure. https://twitter.com/i/web/status/2022920722994106647 https://twitter.com/i/web/status/2022920722994106647"
X Link 2026-02-15T06:27Z [----] followers, [---] engagements

"Everyone's building AI tools. I'm betting on the ones who insure them. $LMND isn't AI-enabled. It's the AI enabler. Autonomous cars. Robots. AI surgeons. They all need insurance. Only one company is building for them"
X Link 2026-02-15T08:28Z [----] followers, [----] engagements

"Tesla FSD miles = 50% insurance discount. $LMND gets it. The future is autonomous. The future needs coverage. Meanwhile legacy insurers are still asking "what's a Tesla" $LMND $TSLA"
X Link 2026-02-15T08:43Z [----] followers, [---] engagements

"The most underrated tailwind for $NBIS are Chinese open models The easiest way to take advantage of Chinese open models is to invest in $NBIS https://t.co/4NJqGSOSpT The easiest way to take advantage of Chinese open models is to invest in $NBIS https://t.co/4NJqGSOSpT"
X Link 2026-02-15T10:42Z [----] followers, [---] engagements

"@GrindeOptions [---] robotaxi spotted. This isn't sci-fi. This is infrastructure deployment at scale. $TSLA is building the fleet. $LMND is pricing the risk. The future arrives in steps. We're counting them"
X Link 2026-02-15T19:52Z [----] followers, [---] engagements

"Today is my first day using Minimax M2.5 with OpenClaw: - quite better than Kimi K2.5 - cheaper and cheap in absolute term (50 cents VS to do the same with Opus [---] it would have taken something like $20)"
X Link 2026-02-15T21:15Z [----] followers, [---] engagements

"$ODD is quiet right now. So was $LMND before the autonomous insurance launch. Beauty is becoming a data density problem. Oddity has millions of skin profiles training their models. Traditional brands have billboards. Oddity has a data moat. The quiet ones compound"
X Link 2026-02-16T00:00Z [----] followers, [---] engagements

"Everyone is watching $TSLA for the robotaxi reveal. I'm watching who insures those robotaxis. Tesla builds the fleet. Lemonade prices the risk. Both win but only one is priced like it's inevitable. $LMND $TSLA"
X Link 2026-02-16T01:02Z [----] followers, [---] engagements

"Cloud giants spent $200B on data centers. $NBIS is spending $16-20B to rebuild it from scratch. Not "cloud with GPUs." Native substrate for agentic computation. The difference One optimizes legacy. The other invents the future"
X Link 2026-02-16T02:00Z [----] followers, [---] engagements

"I hold [--] names. [--] will probably go to zero. The other [--] 10x 50x 100x. I don't know which is which. That's the point. Concentration in the inevitable beats consensus safety every time. 65% CAGR isn't luck. It's discomfort"
X Link 2026-02-16T03:00Z [----] followers, [---] engagements

"@elonmusk """Soon off Earth""" = the next compute frontier. Data gravity shifts where connectivity goes. SpaceX builds the rails. The infrastructure plays that's where the asymmetry lives"
X Link 2026-02-16T09:24Z [----] followers, [---] engagements

""""Starship is how civilization begins its Kardashev era.""" Most see a rocket. I see infrastructure. $RKLB is my pure-play bet on that substrate"
X Link 2026-02-16T10:04Z [----] followers, [---] engagements

"@CaesarCapitalz All of them will IMO. But: $LMND and $RKLB are the safest bet. They will 10x eventually. $HIMS and $NBIS are boom of bust. The quickest $NBIS or $LMND"
X Link 2026-02-16T12:50Z [----] followers, [---] engagements

"@cb_doge Civilization scales on infrastructure. Starship access Starlink connectivity Optimus labor multiplication The bet isn't on any single product. It's on the compounding infrastructure stack"
X Link 2026-02-16T10:04Z [----] followers, [---] engagements

"@KrRishabh_ I hear more and more analysts rising price target lol"
X Link 2026-02-16T13:04Z [----] followers, [---] engagements

"@XFreeze @elonmusk [---] terawatts through the moon This is why I'm long $TSLA and $RKLB. Everyone's focused on quarterly earnings. Smart money is positioning for the companies building infrastructure for the next [--] years. 🌙"
X Link 2026-02-08T12:41Z [----] followers, [---] engagements

"The best investment advice I ever got: "Don't diversify because you're scared. Concentrate because you're confident." I'm confident in [--] companies. That's my edge. Most people hold 50+ because they're confident in zero"
X Link 2026-02-09T12:59Z [----] followers, [---] engagements

"BREAKING $NBIS reported Q4 and is on track for $9B ARR by end of the year 🔥 Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B https://t.co/N0N8gKpiLT Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are"
X Link 2026-02-12T12:04Z [----] followers, [----] engagements

"@cryptorover Wasnt the Netherlands tax friendly"
X Link 2026-02-12T16:22Z [----] followers, [----] engagements

"If I didnt know what I own at this point I would be quite demoralized lol"
X Link 2026-02-12T16:24Z [----] followers, [----] engagements

"Why I own $RKLB and why is this an AI play👇 The leading public space company focused on small-to-medium launch vehicles and space systems. Rocket Lab is building an end-to-end space company aiming to compete with SpaceX. So far it has successfully scaled a small launch vehicle (Electron) from the ground up and is now preparing to enter the medium-lift market in [----] with its Neutron rocket targeting a segment currently dominated by SpaceXs Falcon [--]. The companys competitive edge comes from vertical integrationmanufacturing nearly all components in-houseand exceptional leadership under"
X Link 2026-02-12T21:42Z [----] followers, [----] engagements

"The autonomous car insurance discount $LMND just launched with Tesla That is not a product. That is a trojan horse into the self-driving economy. When every robot drone and AI warehouse needs coverage they are already inside. The enablers eat better than the enabled"
X Link 2026-02-13T08:31Z [----] followers, [----] engagements

"Space infrastructure is the new cloud infrastructure. $RKLB earnings Feb [--]. First profitable year. People laughed at the 10x. Wait until they see the 100x. It's not about rockets. It's about the orbital data layer nobody else has"
X Link 2026-02-13T08:45Z [----] followers, 10.7K engagements

"@maluck19 Ex Neutron Sorry I should have specified it. Electron is profitable from 22+ launches per year"
X Link 2026-02-13T10:30Z [----] followers, [---] engagements

"Guys what if this a Andrew Dudum playing 4D chess He eliminated all $HIMS competitors at once. Short term pain for long term gain. Here is what will (likely) soon happen: All compounded and gray market GLPs (reta. and priors) will be highly illegal to sell meaning any sites carrying these will be uniformly shut down. Other peptides will remain available. This is just a prediction but Ill take any bet. Here is what will (likely) soon happen: All compounded and gray market GLPs (reta. and priors) will be highly illegal to sell meaning any sites carrying these will be uniformly shut down. Other"
X Link 2026-02-13T19:43Z [----] followers, 13.6K engagements

"@niccruzpatane Smart move. And if you are driving FSD miles Lemonade just launched 50% discounts on autonomous car insurance. The ecosystem is converging faster than most expected. $TSLA $LMND"
X Link 2026-02-13T19:46Z [----] followers, [---] engagements

"Guys I have published my deep dive on $ZETA on Lorenzo2cents (link in bio). Its mainly based on qualitative analysis so far Ill go deeper once earnings season ends. Check it and try to challenge my thesis Ill address the stronger and more valid points in my follow up article https://twitter.com/i/web/status/2022399432210120930 https://twitter.com/i/web/status/2022399432210120930"
X Link 2026-02-13T19:56Z [----] followers, [---] engagements

"Why I own $MELI 👇 The backbone of Latin Americas digital economy poised to benefit from continent-level network effect: a fullstack Amazon ecommerce + PayPal fintech platform using its scale logistics and data to build an unbeatable commerce moat that feeds a sticky highmargin fintech ecosystem across payments credit and financial services. Why is this an AI play Mercado Libre is quietly becoming an AI infrastructure layer for LatAms consumer economy. It uses AI to optimize logistics and delivery routes fight fraud score credit risk and personalize recommendations across commerce and"
X Link 2026-02-13T20:06Z [----] followers, [---] engagements

"I wont ask to OpenClaw to cose a Notion equivalent it doesnt make any sense. If you do it for personal use you cant match the same reliability and availability of Notion. And its maintenance would cost you 100x the subscription to Notion. So whats the take SaaS is not dead but they will need to lower prices especially those working with Enterprises. https://twitter.com/i/web/status/2022404638494912850 https://twitter.com/i/web/status/2022404638494912850"
X Link 2026-02-13T20:16Z [----] followers, [---] engagements

"@hasantoxr Kimi k2.5 is not even close to Opus [---] and Im using K2.5 by the way bc cant afford Opus 🙃"
X Link 2026-02-13T20:38Z [----] followers, [---] engagements

"@Mintcondish369 @ArtofThink5gnz @hubermanlab But few have Hims scale. GLP1 is easy money even if you are small"
X Link 2026-02-14T06:45Z [----] followers, [--] engagements

"$NBIS "The prices of GPUs didn't fall even on previous generations of GPUs as the industry may have expected". Michael Burry: https://twitter.com/i/web/status/2022594580290355530 https://twitter.com/i/web/status/2022594580290355530"
X Link 2026-02-14T08:51Z [----] followers, [---] engagements

"@DDBlakeFischer @CedarStResearch yea they have the consumers. but people will soon get to know alternatives as they have better distribution (think about $META with whatsapp or $GOOG with Gmail). So will it last"
X Link 2026-02-14T10:43Z [----] followers, [--] engagements

"@PeterDiamandis Fight for privacy dont listen Peter"
X Link 2026-02-14T14:24Z [----] followers, [--] engagements

"$NBIS underreported edge @Bradflorida1234 @BastianelliLore Nebius Group ($NBIS) is an AI infrastructure company providing cloud services for running open-source models. Chinese firms like Alibaba and DeepSeek lead in releasing powerful open LLMs (e.g. Qwen Yi). NBIS's Token Factory platform enables efficient deployment of these models @Bradflorida1234 @BastianelliLore Nebius Group ($NBIS) is an AI infrastructure company providing cloud services for running open-source models. Chinese firms like Alibaba and DeepSeek lead in releasing powerful open LLMs (e.g. Qwen Yi). NBIS's Token Factory"
X Link 2026-02-15T10:41Z [----] followers, [---] engagements

"@eatonj Yes exactly this is one of the most important tailwind for $NBIS and none is soaking about it"
X Link 2026-02-15T10:41Z [----] followers, [---] engagements

"@KrRishabh_ Not yet . I need to dig deeper. I would appreciate any bear to challenge my thesis 😊"
X Link 2026-02-15T17:17Z [----] followers, [--] engagements

"@vin11z @WavesG51256 The tailwind is broader for the industry but for $NBIS is stronger. Check their token factory They use open source models to offer inference services"
X Link 2026-02-15T17:21Z [----] followers, [--] engagements

"@anders_sb_ Yes (Now it is called OpenClaw)"
X Link 2026-02-16T11:05Z [----] followers, [--] engagements

"Challenge my thesis $ZETA 🔥 $ZETA : Winning a Negative-Sum Game 🔥 Check my deep dive 👇 and challenge my thesis. https://t.co/AeQVKWVhri 🔥 $ZETA : Winning a Negative-Sum Game 🔥 Check my deep dive 👇 and challenge my thesis. https://t.co/AeQVKWVhri"
X Link 2026-02-15T10:04Z [----] followers, [---] engagements

"What a year [----]. This sell off will look so stupid in [--] month ANTHROPIC PREPARING TO GO PUBLIC AS SOON AS THIS YEAR: WSJ ANTHROPIC PREPARING TO GO PUBLIC AS SOON AS THIS YEAR: WSJ"
X Link 2026-02-13T20:58Z [----] followers, [---] engagements

"@elonmusk @CathieDWood @ARKInvest @Tesla By [----] we ($TSLA investors) will be all rich"
X Link 2026-02-14T17:39Z [----] followers, [--] engagements

"@cb_doge Same reason I bet on the future. Kids = long-term thinking in human form. Also why I invest in $TSLA $RKLB $NBIS building for their world not ours"
X Link 2026-02-15T08:43Z [----] followers, [---] engagements

"Trying to address privacy security IP leaks and cost concern for enterprises to use AI - you get for all to the same obvious conclusion 👇 $NBIS"
X Link 2026-02-15T11:41Z [----] followers, [---] engagements

"@KrRishabh_ They are taking data away from other too not only market share. And with less data competitors will be less competitive and shrink further. Listen to the video and please let me know if it is not clear from my explanation Tks"
X Link 2026-02-15T11:51Z [----] followers, [--] engagements

"@elonmusk One-word replies from CEOs running $500B+ companies carry more weight than 10-page press releases from traditional firms. This is the new paradigm: direct communication PR machinery. Speed of information = competitive advantage. ⚡"
X Link 2026-02-08T12:43Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing