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@JonahLupton Avatar @JonahLupton Jonah Lupton

Jonah Lupton posts on X about $tmdx, $swav, $root, over the the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks #6204 cryptocurrencies #1857 finance XXXX% technology brands XXXX% social networks XXXX% fashion brands XXXX% countries XXXX% ncaa football XXXX% ncaa basketball XXXX%

Social topic influence $tmdx #4, $swav #1, $root #5, over the 0.73%, $four #5, $alab #50, $onon #2, $sezl #2, $prct #2, $deck #1

Top accounts mentioned or mentioned by @nietschecapital @jinacapital @zastocks @realsimpleariel @forestviewcap @smallmidcaps @foliotrail @luoshengpeng @hypergrowth102 @manthantweets1 @sergeycyw @frameworkwisely @meeijer @krispatel99 @mikimmykim @kabraxfx @couchinvestor @lysybp @creativecap89 @ecommerceshares

Top assets mentioned TransMedics Group, Inc. Common Stock (TMDX) ShockWave Medical, Inc. (SWAV) The Root Network (ROOT) 4 (FOUR) Astera Labs, Inc. Common Stock (ALAB) On Holding AG (ONON) Sezzle Inc. Common Stock (SEZL) PROCEPT BioRobotics Corporation Common Stock (PRCT) Deckers Outdoor, Corp. (DECK) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Reddit, Inc. (RDDT) Applovin Corporation (APP) Inari Medical, Inc. Common Stock (NARI) Toast, Inc. (TOST) Dutch Bros Inc. (BROS) Atlassian Corporation PLC (TEAM) Intuitive Surgical, Inc. (ISRG) Palantir (PLTR) Nike Inc (NKE) Crocs, Inc. (CROX) Lululemon Athletica Inc (LULU) Trade Desk, Inc. (TTD) Amphastar Pharmaceuticals, Inc. (AMPH) Paycor HCM, Inc. Common Stock (PYCR) SpaceN (SN) Elevance Health Inc (ELV) Morgan Stanley (MS)

Top Social Posts #

Top posts by engagements in the last XX hours

"@Nietschecapital @KabraxFX I've only been in $ROOT for a few weeks small position averaging down cost basis in the $80s"
X Link @JonahLupton 2025-10-13T17:25Z 566.5K followers, XXX engagements

"First time in my life that I added to a position after hours when it was already up XX% but thats what I just did. $NBIS was already expected to grow revenues by 10x over the next 3-4 years and that was before this monster deal with $MSFT which will add $18B+ of revenues over the next X years. Even with $NBIS now up XX% AH it still looks undervalued relative to where I see the numbers going. I dont think investors truly appreciate how insane the growth rates are going to look over the next 3-5 years. I think $NBIS is an easy 5-bagger over the next X years and possibly a 10-bagger"
X Link @JonahLupton 2025-09-08T22:31Z 566.5K followers, 162.1K engagements

"$ONON looks good here bouncing off the channel from the 2022 lows"
X Link @JonahLupton 2025-10-13T17:15Z 566.5K followers, 11.5K engagements

"$SWAV was one of my favorite all time stocks. I started my position in the $60s and probably made XXX% but could have been more if I owned it when they got acquired. I just thought it had gotten too expensive. $SWAV got acquired at 13x NTM revs whereas $TMDX trading less than 6x NTM revs. $STAA just got acquired for 6x NTM revs with revs down -XX% YoY and -XX% EBITDA margins. $TMDX trades at the same multiple yet revs growing XX% YoY with XX% EBITDA margins. Makes no sense. $TMDX still 40-50% undervalued"
X Link @JonahLupton 2025-08-10T01:11Z 566.5K followers, 1780 engagements

"Here are a couple swing trade ideas. I have positions in all of them with full/tight stops on $TEAM and $SEZL partial/tight stops on $ONON $FOUR $PRCT $ONON bouncing off the channel from 2022 lows. $FOUR bouncing off the channel from 2022 lows. $TEAM bouncing off the channel from recent lows. $SEZL testing support from Nov 2024 highs"
X Link @JonahLupton 2025-10-02T14:07Z 566.5K followers, 56.5K engagements

"@Nietschecapital @KabraxFX I just doubled my $ROOT position but needs to bounce here"
X Link @JonahLupton 2025-10-13T17:21Z 566.5K followers, XXX engagements

"I'm assuming you don't follow much medtech. $ISRG trades at 20.5x with slower growth but better margins $SWAV got acquired for 13x with similar growth but slightly better margins $NARI got acquired for 7x with slower growth and much worse margins $PRCT trades at 10x with slightly better growth but much worse margins $CLPT trades at 12x with slightly better growth but much worse margins $TMDX trades at the lowest p/s multiple despite coming off XX% YoY growth in Q4 and likely to do 25-35% growth in 2025 with XX% EBITDA margins I keep a spreadsheet where I track expected revenue growth + EBITDA"
X Link @JonahLupton 2025-02-28T04:40Z 566.5K followers, 2769 engagements

"Waleed (CEO) and $TMDX presenting yesterday at the Baird Healthcare conference Waleed says theyll hit 20000 OCS cases by 2030 and then 30000 OCS cases by 2032 or soon after. Right now they are starting trials for OCS Gen2 he says theyll have OCS Gen3 by 2032. Over the next X years as they scale to 10k per year then 20k per year then 30k per year. as they introduce OCS Gen2 which will have longer survival times on warm perfusion I think we see continue to see ground transport becoming a bigger % of overall OCS/NOP cases. They will absolutely still need all XX planes and will probably add 2-3"
X Link @JonahLupton 2025-09-10T23:43Z 566.5K followers, 74.2K engagements

"@ForestViewCap Based on the acquisition multiples of $SWAV $NARI and OrganOx I doubt Waleed and the board would sell for less than 11x NTM revs which would put the stock price at approx $XXX per share"
X Link @JonahLupton 2025-09-09T17:46Z 566.5K followers, 1600 engagements

"Congrats to $NBIS shareholders stock is up XX% AH from announcing a multi-billion deal with $MSFT After this news $NBIS is now my 6th largest position behind $APP $TMDX $ALAB $FOUR $RDDT Yes this was a very big day for me :)"
X Link @JonahLupton 2025-09-08T21:15Z 566.5K followers, 174.3K engagements

"@jvakos I'm also in $TOST as long as this channel holds"
X Link @JonahLupton 2025-10-13T20:37Z 566.5K followers, XXX engagements

"$ALAB not getting enough attention for their blowout Q2 earnings report Q2 revs up XXXXX% YoY with XXXX% net income margins Everyone talking about $PLTR rule of XX. well ALAB's rule of XX is 2x higher. probably not another publicly traded company with better fundamentals right now than $ALAB I added to my $ALAB position after hours. now my 5th largest position $ALAB Q3 guidance also very strong and they'll probably crush those numbers again"
X Link @JonahLupton 2025-08-05T22:04Z 566.5K followers, 252.4K engagements

"$PRCT testing channel from 2022 lows"
X Link @JonahLupton 2025-10-02T14:07Z 566.5K followers, 17K engagements

"$BROS could be a swing trade here but needs to bounce or get out **I have a position"
X Link @JonahLupton 2025-10-03T16:43Z 566.5K followers, 15.1K engagements

"Last thing I'll say about $TMDX this morning before heading to the airport. Now that we know XX% of OCS cases are happening via ground transport and approximately XX% of OCS cases happening via flight are happening on external planes ie charters. I think $TMDX will report $155M revenues in Q3. This would put YTD revenues at $456M going into Q4. I think Q4 will be up at least XX% YoY (conservatively) which puts Q4 revenues at $167.8M This would put full year revenues at $623.8M which is up XXXX% YoY (conservatively). With OCS XXX trials around the corner I think $TMDX will do at least 30%"
X Link @JonahLupton 2025-09-09T11:50Z 566.5K followers, 162.9K engagements

"Yes I still have a position I did sell approx 2/3 of my shares near the ATHs because it got too expense at 32x NTM EBITDA but now its back down to 20x NTM EBITDA with EBITDA growing at 30%. Relative to fundamentals $ONON looks much better than $NKE $DECK $CROX $LULU and any other footwear or sports apparel brand. I did add to my position in the past couple weeks since fading off a strong Q2 earnings report. Right now $ONON is growing triple digits YoY in Asia-Pacific"
X Link @JonahLupton 2025-09-05T03:53Z 566.5K followers, 1880 engagements

"@stonksonly23 I got into $BROS on the bounce off April lows still have that position"
X Link @JonahLupton 2025-10-13T17:41Z 566.5K followers, XXX engagements

"@Mike73030190 If they got acquired it would have to be at 12x NTM revs or higher otherwise no chance Waleed and the board are selling the company. $SWAV got acquired for 13x NTM revs which is the best comp we have over past few years in medtech"
X Link @JonahLupton 2025-08-10T19:27Z 566.5K followers, 2001 engagements

"$TTD was a nice swing trade a few weeks ago off the bounce from channel support going back to 2022 lows"
X Link @JonahLupton 2025-10-02T14:44Z 566.5K followers, 23.3K engagements

"As a Patriots fan I can honestly say their remaining schedule is a joke (especially if Bengals and Ravens dont have their QBs although LJ should be back in time). Assuming they stay healthy Patriots have no excuses not to win at least 10-11 games this year"
X Link @JonahLupton 2025-10-08T10:45Z 566.5K followers, 17.2K engagements

"$TMDX bouncing Friday off the channel then getting some nice commentary today from the analysts. Jefferies initiates coverage with buy rating and $XXX price target. Oppenheimer reiterates buy rating and $XXX price target"
X Link @JonahLupton 2025-10-13T17:09Z 566.5K followers, 44.3K engagements

"Here are a few swing trade ideas. $ROOT $DECK $SEZL $HROW **I have positions in all of them"
X Link @JonahLupton 2025-10-13T16:04Z 566.5K followers, 78.2K engagements

"$TMDX trading at less than 6x NTM revs with revs growing XX% YoY and XX% EBITDA margins. $SWAV got acquired for 13x NTM revs with revs growing XX% and XX% EBITDA margins. $STAA got acquired for 6x NTM revs with revs growing -XX% YoY and -XX% EBITDA margins. $TMDX is 40-50% undervalued at current prices relative to where I see fundamentals going over the next 2-3 years"
X Link @JonahLupton 2025-08-10T17:49Z 566.5K followers, 1876 engagements

"Big spot for $TOST bouncing off trendline from Nov 2023 lows"
X Link @JonahLupton 2025-10-13T17:17Z 566.5K followers, 10.7K engagements

"A very nice lady just came up to me at Trader Joes and thanked me for supporting Ukraine. I didnt have the heart to tell her these are the Michigan colors #MaizeAndBlue"
X Link @JonahLupton 2023-09-02T17:17Z 566.5K followers, 112.3K engagements

"$AMPH through VWAPs $PYCR above XXXXX $SN above XXXXX $ELV above 555.05"
X Link @JonahLupton 2024-08-29T13:17Z 566.5K followers, 14K engagements

"$FOUR still looks interesting here inside the channel from the 2022 lows"
X Link @JonahLupton 2025-10-13T17:13Z 566.5K followers, 5382 engagements

"Not sure how many of you were able to listen to the $TMDX presentation today at the Morgan Stanley Global Healthcare Conference but this was possibly the most bullish I've ever heard Waleed sound He not only talked about the opportunity in the US over the next 5-10 years but gave better insights into what international expansion might look like and which markets they'll be focused on. Waleed also said 20000 to 30000 transplants per year will happen by 2030 which means $TMDX should be doing at least $2B in revenues in 2030. If you assume net income margins of XX% and a XX P/E (1.1x PEG). you"
X Link @JonahLupton 2025-09-08T21:00Z 566.5K followers, 143.8K engagements