@MarcalCarbo Avatar @MarcalCarbo Marçal

Marçal posts on X about $sezl, $vpg, in the, market the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 28.85% finance 25.96% technology brands 5.77% automotive brands 4.81% cryptocurrencies 2.88% financial services 1.92% travel destinations 0.96% social networks 0.96% countries 0.96%

Social topic influence $sezl #6, $vpg #5, in the 10.58%, market 10.58%, this is 10.58%, bullish #3830, $hims 8.65%, business 6.73%, we are 6.73%, $afrm 5.77%

Top accounts mentioned or mentioned by @thematictrader @alc2022 @tickerplus @clerhp @sezzleinc @coopercapitai @himshouse @larimarcity @chriscamillo @yodastockinvest @holysmokas @stocktwits @gestiprudent @mvcinvesting @manuinvests @superbowl @thedealmakerguy @anthonydibs @chady002 @nataninvesting

Top assets mentioned Sezzle Inc. Common Stock (SEZL) Hims & Hers Health, Inc. (HIMS) Affirm Holdings, Inc. (AFRM) Block, Inc. (XYZ) Tesla, Inc. (TSLA) Dave Inc. (DAVE) Klarna Group plc (KLAR) PayPal Holdings Inc (PYPL) retard to retired (R/R) OpenServ (SERV) NVIDIA Corp. (NVDA) MercadoLibre Inc (MELI) Symbotic Inc. Class A Common Stock (SYM) Regal Rexnord, Corp. (RRX) Bitcoin (BTC) Shopify Inc (SHOP) Micron Technology, Inc. (MU) Upstart Holdings, Inc. (UPST) Allegro Microsystems Inc (ALGM) 4 (FOUR)

Top Social Posts

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

"The cybertruck on the landscape is the ultimate signal that $VPG is a key supplier for Optimus @ThematicTrader Another good egg $VPG https://t.co/dz3DwkW3Is @ThematicTrader Another good egg $VPG https://t.co/dz3DwkW3Is"
X Link 2026-02-11T23:18Z [---] followers, [---] engagements

"$SEZL proves to be very stockholder friendly in SBC🔎 Fintech companys dilution is in the 5.5-8% CAGR of TSO for the last [--] years. Sezzle dilution for the last [--] years has been 1.5% less than 1/3 of its peers. $AFRM is at 5.5% $DAVE is at 6.6% $XYZ is at 8.8% This hidden cost compounds fast"
X Link 2025-11-04T09:24Z [---] followers, [----] engagements

"@CooperCapitaI Market doesn't love fintech right now. Plus Affirm is seen as the leader. And being unprofitable is a big lag. I kind of like $KLAR in here but I much rather buy $SEZL in here"
X Link 2026-02-13T09:12Z [---] followers, [---] engagements

"Figure AI confirmation along with $TSLA would get the $VPG stock to an instant 2-3x imo Started a position and wrote a deep dive on the company last week. Glad to have see others found it sooner $VPG Every week VPG is commenting on or reposting Brett/Figure AI. With the verbiage they used last call it's hard not to believe Figure AI is the other humanoid they are referencing here in addition to $TSLA Optimus. $VPG is the best robotics play imo $RR $SERV $NVDA https://t.co/83QrAYHYKI $VPG Every week VPG is commenting on or reposting Brett/Figure AI. With the verbiage they used last call it's"
X Link 2026-01-31T16:20Z [---] followers, [---] engagements

"@ManuInvests is giving a lot of $SEZL exposure to retail investors 🙏🫡 🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Sezzle: Why This BNPL Stock Has Multibagger Potential $SEZL w/ @ManuInvests (00:00) Introduction (01:57) Understanding Sezzle's Business Model (03:35) The Appeal of Buy Now Pay Later (05:50) Sezzle's Unique Position in the Market (09:24) https://t.co/RGXAdVihxN 🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Sezzle: Why This BNPL Stock Has Multibagger Potential $SEZL w/ @ManuInvests (00:00) Introduction (01:57) Understanding Sezzle's Business Model (03:35) The Appeal of Buy Now Pay Later (05:50) Sezzle's"
X Link 2026-02-04T17:04Z [---] followers, [----] engagements

"$SEZL is up 4% pushed by the strong $DAVE preliminary results"
X Link 2026-02-06T15:09Z [---] followers, [---] engagements

"NOW 12% 😎 $SEZL is up 4% pushed by the strong $DAVE preliminary results. https://t.co/z2coET6xdV $SEZL is up 4% pushed by the strong $DAVE preliminary results. https://t.co/z2coET6xdV"
X Link 2026-02-06T19:18Z [---] followers, [---] engagements

"$MELI is up 1.5% after @SuperBowl because Benito's concert is bullish for LATAM 🚨"
X Link 2026-02-09T17:33Z [---] followers, [---] engagements

"This account always is one step ahed on $VPG $VPG has not dropped many easter eggs but I managed to find one today. This specific visual (Of the $TSLA Optimus Gen 2) was part of a $VPG holiday campaign in December highlighting how their sensors enable robots to feel and interact safely with delicate items like gift boxes https://t.co/26CAbVKUsg $VPG has not dropped many easter eggs but I managed to find one today. This specific visual (Of the $TSLA Optimus Gen 2) was part of a $VPG holiday campaign in December highlighting how their sensors enable robots to feel and interact safely with"
X Link 2026-02-10T22:31Z [---] followers, [---] engagements

"*Not ATH only highest level since 2022"
X Link 2026-02-11T14:18Z [---] followers, [--] engagements

"@ThematicTrader The autonomous logistics you think is $SYM"
X Link 2026-02-11T22:36Z [---] followers, [--] engagements

"@ChrisCamillo Chris as a humanoid investir you might find $VPG very suitable. Read the thesis at least https://x.com/marcalcarbo/status/2015432785549262897s=46 I've written a deep dive on $VPG I found VPG tech is practically irreplaceable for first-generation humanoid hands at scale. If you are bullish on humanoids you could take a read: (Yes including Optimus 👀) https://t.co/g1lTDtu158 https://t.co/drS0uqdjY8 https://x.com/marcalcarbo/status/2015432785549262897s=46 I've written a deep dive on $VPG I found VPG tech is practically irreplaceable for first-generation humanoid hands at scale. If"
X Link 2026-02-11T23:35Z [---] followers, [----] engagements

"@ThematicTrader Can't wait to read it Should we research $RRX next The thesis feels similar to VPG"
X Link 2026-02-12T23:27Z [---] followers, [---] engagements

"@CooperCapitaI Love this NBA + Times Square massive exposure"
X Link 2026-02-13T23:20Z [---] followers, [--] engagements

"@ThematicTrader Can you DM me"
X Link 2026-02-13T23:57Z [---] followers, [--] engagements

"I've written a deep dive on $VPG I found VPG tech is practically irreplaceable for first-generation humanoid hands at scale. If you are bullish on humanoids you could take a read: (Yes including Optimus 👀) https://open.substack.com/pub/mcarbo/p/vishai-precision-group-a-call-optionr=71sp1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/mcarbo/p/vishai-precision-group-a-call-optionr=71sp1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-25T14:33Z [---] followers, 10.2K engagements

"$VPG produces the ultra-high-precision foil strain gages and sensors necessary for the "dexterity" required in humanoid hands. https://x.com/adcock_brett/status/2017654710778663399s=20 Similar to a human Helix can use its hips to close a drawer and kick up the dishwasher door https://t.co/6OO7zAk1Uo https://x.com/adcock_brett/status/2017654710778663399s=20 Similar to a human Helix can use its hips to close a drawer and kick up the dishwasher door https://t.co/6OO7zAk1Uo"
X Link 2026-02-06T15:19Z [---] followers, [---] engagements

"The signals are there to support the thesis. $VPG has secured two leading OEM's for humanoid the second one in prototype phase and the first already in production. The numbers may not be big for now (3.6M in the first [--] monthts of 2025) but once mass production really starts they get enormous fast"
X Link 2026-02-06T15:23Z [---] followers, [---] engagements

"Plus management has stated to be in talks with other players. To know more read my substack on the company: I could be wrong about this NFA https://substack.com/home/post/p-185549739 https://substack.com/home/post/p-185549739"
X Link 2026-02-06T15:24Z [---] followers, [---] engagements

"RT @ThematicTrader: $VPG Humanoid & now autonomous logistics w/ discussions with [--] (likely) large manufacturers are growth verticals. The 3"
X Link 2026-02-11T16:39Z [---] followers, [--] engagements

"@TheDealMakerGuy A donut without a hole it's not a donut. Everone knows this"
X Link 2026-02-12T18:50Z [---] followers, 30K engagements

"@YodaStockInvest What a shame"
X Link 2026-02-14T12:28Z [---] followers, [---] engagements

"New Short Interest Data for $SEZL 🚨 Short shared have increased 440k shares while the stock price has gone from 134$ to 179$. Now 3.4M shares shorted 20% of free float. So [--] short covering yet this is getting interesting"
X Link 2025-07-10T21:26Z [---] followers, [----] engagements

"$SEZL From last November's peak to today the stock price is -4% But short interest has gone from [--] to 21% This is probably why the stock is so volatile. I expect the stock to eventually go from year lows to ATH in practically a straight line as shorts cover. Q3 could be this moment I'm going to talk about it soon"
X Link 2025-10-19T11:44Z [---] followers, [----] engagements

"Options Open Interest is bearish for $HIMS. I'm very bullish in Hims specially long term but going into ER I'm more confident on my $SEZL position"
X Link 2025-11-03T10:14Z [---] followers, [----] engagements

"Charlie posting political stuff on X shows massive confidence in Q4 ER. $SEZL 🚀"
X Link 2026-02-04T15:43Z [---] followers, [---] engagements

"We are buying the industry leader for a [--] P/S Long $VPG While conducting my continuous research I fell upon this Humanoid Robotics E-Book developed by $VPG Micro Measurements unit. Worth reviewing as it gives you a sense of their capabilities the roadmap to scale and the necessity of custom sensing solutions for Humanoid Robotics While conducting my continuous research I fell upon this Humanoid Robotics E-Book developed by $VPG Micro Measurements unit. Worth reviewing as it gives you a sense of their capabilities the roadmap to scale and the necessity of custom sensing solutions for Humanoid"
X Link 2026-02-09T23:01Z [---] followers, [---] engagements

"Our thesis is playing out sooner than I thought: -Book to bill ratio for advanced sensors [----] (ATH) -Third humanoid customer placing prototype orders already $VPG $VPG has received prototype orders from a third humanoid developer customer. They released their Q4 earnings presentation for the call at [--] AM. Major highlights: [--]. $VPG now has a third humanoid developer placing prototype orders [--]. [----] Humanoid orders reached $4M and they https://t.co/sLnBhFJ5JW $VPG has received prototype orders from a third humanoid developer customer. They released their Q4 earnings presentation for the call"
X Link 2026-02-11T14:11Z [---] followers, [---] engagements

"Insanely bullish to me. Keep in mind this is an industry-veteran management team if they were your regular startup team they would hype this 2x. @ThematicTrader is the man to to for $VPG $VPG Earnings Call: - We have a list of Humanoid manufacturers that we have started dialogue with in different parts of the world. We hope to report that we are going to ship prototypes to other customers in the future. "We are looking at many more humanoid manufacturers." - We $VPG Earnings Call: - We have a list of Humanoid manufacturers that we have started dialogue with in different parts of the world. We"
X Link 2026-02-11T16:36Z [---] followers, [---] engagements

"Analysts starting to get it Don't sleep on $vpg Read @ThematicTrader Lake Street raised the price target on Vishay Precision $VPG to $54 from $44 and keeps a Buy rating. The analyst believes Q4 revenue outperformance in line Q1 guidance and a strong full-year outlook illustrate new business development momentum. Lake Street raised the price target on Vishay Precision $VPG to $54 from $44 and keeps a Buy rating. The analyst believes Q4 revenue outperformance in line Q1 guidance and a strong full-year outlook illustrate new business development momentum"
X Link 2026-02-12T19:02Z [---] followers, [---] engagements

"Now this is huge I don't own enough $VPG added some taking advantadge of today's dip. I keep researching humanoid related stocks and can't find anything remotely close to VPG. (try me) Great work man I really appreciate it I recently spoke with $VPG IR who shared deep insights into their [----] outlook robotics strategy and customer traction. Vishay Precision Group $VPG is emerging as a critical precision play for the humanoid robotics market. [----] Financials & Capacity Constraints The business is I recently spoke with $VPG IR who shared deep insights into their [----] outlook robotics strategy"
X Link 2026-02-14T00:00Z [---] followers, [---] engagements

"RT @ThematicTrader: I'll make this clear after discussions with $VPG IR I feel incredibly confident that Customer #1 is $TSLA being suppl"
X Link 2026-02-14T00:06Z [---] followers, [--] engagements

"New update on $VPG to process the new info we have received over the last days🚨 I give @ThematicTrader credit where its due. https://open.substack.com/pub/mcarbo/p/vpg-4q25-er-updater=71sp1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/mcarbo/p/vpg-4q25-er-updater=71sp1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-15T15:19Z [---] followers, [---] engagements

"@ThematicTrader When you talk about production volume being 250-500k/year what units are those: robots or sensors"
X Link 2026-02-16T16:23Z [---] followers, [--] engagements

"50 years + 24B Km from Earth and still working There is no second best Figure AI and Optimus $TSLA know it. Long $VPG"
X Link 2026-02-17T16:39Z [---] followers, [---] engagements

"Over the next months I will be researching humanoid related stocks. I will start by supply chain providers and then continue to dig deeper. When the ChatGPT moment for embodied AI comes I will be ready Some voices says it will come over the next 18-24months For now long $VPG I've written a deep dive on $VPG I found VPG tech is practically irreplaceable for first-generation humanoid hands at scale. If you are bullish on humanoids you could take a read: (Yes including Optimus 👀) https://t.co/g1lTDtu158 https://t.co/drS0uqdjY8 I've written a deep dive on $VPG I found VPG tech is practically"
X Link 2026-01-31T16:12Z [---] followers, [---] engagements

"@AnthonyDiBs Congrats man"
X Link 2026-02-02T20:42Z [---] followers, [--] engagements

"Jensen is bullish on Saas Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT"
X Link 2026-02-04T17:14Z [---] followers, [---] engagements

"@chady002 @nataninvesting 100% now there is plenty of high growth low valuation fintech in the market"
X Link 2026-02-04T23:00Z [---] followers, [--] engagements

"Segn SimplyWallStreet las acciones de $CLR.MC estn significativamente infravaloradas teniendo en cuenta los flujos de caja que va a generar la empresa. Por esto y mil motivos ms estamos comprando"
X Link 2024-11-22T16:23Z [---] followers, [---] engagements

"$CLR.MC Estamos comprando todas las acciones de @clerhp que podemos: - 216M de ventas de Larimar -Las proyecciones de crecimiento de la empresa por el proyecto -El CEO est comprando ms acciones - 60M de market cap pero solo los terrenos han sido tasados en 187M"
X Link 2024-11-22T21:50Z [---] followers, [---] engagements

"2025 ser el ao que mejoraremos este swing🏌⛳"
X Link 2024-12-31T17:43Z [---] followers, [----] engagements

"@AlbertBuilds He really looks like Aston Kutcher in this pictures"
X Link 2025-01-11T11:31Z [---] followers, [----] engagements

"@HolySmokas Time in the market Timing de market"
X Link 2025-01-21T18:43Z [---] followers, [---] engagements

"@alc2022 I'm projecting epic guidance for 2025"
X Link 2025-02-13T21:07Z [---] followers, [----] engagements

"@rajatsoni This summaries my $BTC bull thesis"
X Link 2025-03-05T19:14Z [---] followers, [---] engagements

"@HolySmokas $HIMS"
X Link 2025-04-30T13:43Z [---] followers, [----] engagements

"$HIMS is the 5th stock on @Stocktwits with the most new watchers in the last 24h. Something cooking"
X Link 2025-05-04T18:29Z [---] followers, [----] engagements

"The fee rate that $HIMS shorts have to pay to borrow is at the highest level of the year. Yes even higher than in the February mini-squeeze. Add this to all the money they have lost in the last month"
X Link 2025-05-12T10:12Z [---] followers, [----] engagements

"@TheLongInvest $HIMS is the new $HIMS we are only getting started"
X Link 2025-05-19T12:44Z [---] followers, [----] engagements

"$HIMS is #5 on @Stocktwits Trending 🔥 @himshouse"
X Link 2025-06-03T13:27Z [---] followers, [----] engagements

"Segn @simplywallst las acciones de $CLR.MC estn significativamente infravaloradas teniendo en cuenta los flujos de caja que va a generar la empresa. A finales del ao pasado le otorgaban un fair value de [--] ahora de [--]. El precio de la accin ha bajado de [---] a 3.5"
X Link 2025-06-09T09:05Z [---] followers, [---] engagements

"Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯"
X Link 2025-06-10T11:42Z [---] followers, 26K engagements

"$SEZL Have you seen a more beautiful growth rate trend The accelaration is so clear now. From -11% to +71% in [--] quarters. Straight. Credits to @tickerplus for the 2Q25 estimates. $AFRM $SHOP $XYZ $ZIP.CO $PYPL"
X Link 2025-06-10T14:01Z [---] followers, [----] engagements

"So $AFRM raised guidance by 3% and @YahooFinance writes an article about it. On the other hand $SEZL raised guidance from 30% to 60-65% revenue growth rate. We are not the same"
X Link 2025-06-19T12:29Z [---] followers, [----] engagements

"When WS realises that $SEZL is building a customer-centric shopping platform and not just aother BNPL the stock will fly to $1000 nfa Sezzle is proud to be named to @CNBC's Worlds Top Fintech Companies [----] recognizing the momentum behind our vision to make payments more flexible and responsible. In [----] alone Sezzle has been named one of U.S. News & World Reports Best Companies to Work For and ranked 4th Sezzle is proud to be named to @CNBC's Worlds Top Fintech Companies [----] recognizing the momentum behind our vision to make payments more flexible and responsible. In [----] alone Sezzle has"
X Link 2025-07-21T19:33Z [---] followers, [----] engagements

"@alc2022 $SEZL https://www.dropbox.com/scl/fi/c9an3z6132ogc31tm937e/Sezzle-Investment-Memo-July-2025-Update.pdfrlkey=bv4ob6wiw40tjirnmewjtj2x5&e=1&st=brzgdot9&dl=0 https://www.dropbox.com/scl/fi/c9an3z6132ogc31tm937e/Sezzle-Investment-Memo-July-2025-Update.pdfrlkey=bv4ob6wiw40tjirnmewjtj2x5&e=1&st=brzgdot9&dl=0"
X Link 2025-07-22T11:50Z [---] followers, [----] engagements

"@JSpitTrades $SEZL will likely outperform $AFRM for a while imo"
X Link 2025-07-31T15:56Z [---] followers, [---] engagements

"@Gestiprudent $CLR.MC est progresando muy bien https://x.com/MarcalCarbo/status/1871251694337892671 Este grfico nos muestra la evolucin de una empresa que pasa de facturar [--] millones a [---] en solo [--] aos. Es lo que nos encontramos en el Business Plan de @clerhp y de su proyecto @LARIMARCITY (🧵) https://t.co/HuveSfpvqd https://x.com/MarcalCarbo/status/1871251694337892671 Este grfico nos muestra la evolucin de una empresa que pasa de facturar [--] millones a [---] en solo [--] aos. Es lo que nos encontramos en el Business Plan de @clerhp y de su proyecto @LARIMARCITY (🧵) https://t.co/HuveSfpvqd"
X Link 2025-08-03T10:36Z [---] followers, [----] engagements

"@alc2022 Imagine when you discover $SEZL with the best metrics in the market (123% growth 35% Net margin)"
X Link 2025-08-04T20:33Z [---] followers, [----] engagements

"This is insane $SEZL Soon will be trading multiples higher imo"
X Link 2025-08-05T10:21Z [---] followers, [----] engagements

"Good read on $SEZL earnings yesterday. I also was the first one to make that mistake we live to learn. What really mattered to me (as a growth investor) from yesterday's results was: -GMV is growing faster than ever and still accelerating - MODS are at ATH Credits to @tickerplus for being so on point with their GMV prediction 0% MOE this time unbeatable I'll split my thoughts on the $SEZL ER into [--] parts: why the stock price crashed and what I see going forward. First and foremost I was wrong in thinking the higher take rate in Q1 was due to higher profitability of the new On-Demand product"
X Link 2025-08-08T14:05Z [---] followers, [----] engagements

"@sezzleinc If we take both into account Sezzle is more than a 100x. And this is just the beginning. The CEO has said $SEZL is building the shopping platform for 60% of Americans. And the management team has proven to be elite level. We are so early. NFA"
X Link 2025-08-13T15:36Z [---] followers, [----] engagements

"$SEZL is ridicously cheap imo Top fintech company to own I believe High-growth stocks with attractive PEG ratios 📊 (Lower PEG can signal undervalued growth potential) 🔍 Low PEG (1.0): $SEZL 0.11x $MU 0.15x $UPST 0.20x $FLYW 0.48x $ALGM 0.64x $FOUR 0.69x $MRVL 0.69x $APP 0.70x $FRSH 0.85x 🔗 Moderate PEG: $ZETA 1.07x $AMD 1.08x $RDDT 1.34x High-growth stocks with attractive PEG ratios 📊 (Lower PEG can signal undervalued growth potential) 🔍 Low PEG (1.0): $SEZL 0.11x $MU 0.15x $UPST 0.20x $FLYW 0.48x $ALGM 0.64x $FOUR 0.69x $MRVL 0.69x $APP 0.70x $FRSH 0.85x 🔗 Moderate PEG: $ZETA 1.07x"
X Link 2025-08-26T07:02Z [---] followers, [---] engagements

"@ChrisCamillo When is the next episode @DumbMoneyTV"
X Link 2025-09-12T17:51Z [---] followers, [---] engagements

"@alc2022 It's simple $SEZL: THE BULL THESIS IN 2MIN BNPL now is less than 2% of total sales we expect the space to grow up to 20% like in mature markets (Australia). Then BNPL in the US is alone a 20x from here. https://t.co/rmkzlrbaIZ $SEZL: THE BULL THESIS IN 2MIN BNPL now is less than 2% of total sales we expect the space to grow up to 20% like in mature markets (Australia). Then BNPL in the US is alone a 20x from here. https://t.co/rmkzlrbaIZ"
X Link 2025-09-12T20:51Z [---] followers, 10.5K engagements

"Institutions really load the truck on $SEZL during Q2. I imagine in this dip we are in during Q3 they are buying heavy"
X Link 2025-09-22T13:46Z [---] followers, [----] engagements

"@mvcinvesting $SEZL the best-positioned stock to benefit from the BNPL tailwinds https://x.com/MarcalCarbo/status/1948306795371315358 Let's talk about $SEZL CEO and founder: Charles Youakim -He used his exit money from his last venture (also in payments) to fund Sezzle when nobody would give them funding -That's why he holds +44% of the stock -The market cap went from a low of $38M to an ATH of $5.6B so a https://t.co/r8JGAOeonR https://x.com/MarcalCarbo/status/1948306795371315358 Let's talk about $SEZL CEO and founder: Charles Youakim -He used his exit money from his last venture (also in"
X Link 2025-09-25T18:44Z [---] followers, [----] engagements

"BNPL is to revolving credit what $NFLX was to blockbuster $SEZL $AFRM $ZIP.AX $KLAR $XYZ $PYPL"
X Link 2025-09-30T13:06Z [---] followers, [----] engagements

"Hal Goetsch reiterated a Buy on $SEZL w PT $111🚨 The analyst from B.Riley (probably @Nuke9101Hal ) has a succes rate of 65% and an average return of 45%. Bullish"
X Link 2025-09-30T16:02Z [---] followers, [----] engagements

"$SEZL rule of [--] is on its own league 114"
X Link 2025-10-22T20:06Z [---] followers, [----] engagements

"There are two OFF THE CHARTS companies in here: $PLTR and $SEZL One is an outlier for great rule of [--] and insane valuation. The other is an outlier for great valuation and insane rule of [--]. WE ARE NOT THE SAME"
X Link 2025-11-01T23:11Z [---] followers, [----] engagements

"Sezzle 3Q25 ER: The One Where We Got Back to Push Subscriptions And the results speak for themselves This was an inflection point quarter don't miss anything on $SEZL. https://mcarbo.substack.com/p/sezzle-3q25-er-the-one-where-we-got https://mcarbo.substack.com/p/sezzle-3q25-er-the-one-where-we-got"
X Link 2025-11-11T20:29Z [---] followers, [----] engagements

"@drawingsymbols You are a legend for finding $VPG that so early"
X Link 2026-01-31T11:18Z [---] followers, [---] engagements

"RT @MarcalCarbo: NOW 12% 😎"
X Link 2026-02-07T01:18Z [---] followers, [--] engagements

"UBS Group initiated coverage on $SEZL after Q3 ER with a Buy and a price target of 110$ Sezzle has a very kow coverage for its size and I'm expecting new coverage initiations in the following ERs. Now there is [--] analysts on Sezzle when a 2B mcap fintech has around 8"
X Link 2025-11-10T19:21Z [---] followers, [----] engagements

"Este grfico nos muestra la evolucin de una empresa que pasa de facturar [--] millones a [---] en solo [--] aos. Es lo que nos encontramos en el Business Plan de @clerhp y de su proyecto @LARIMARCITY (🧵)"
X Link 2024-12-23T17:49Z [---] followers, [----] engagements

"@Gestiprudent Bien hecho $CLR.MC tiene muy buena pinta. https://x.com/MarcalCarbo/status/1871251694337892671 Este grfico nos muestra la evolucin de una empresa que pasa de facturar [--] millones a [---] en solo [--] aos. Es lo que nos encontramos en el Business Plan de @clerhp y de su proyecto @LARIMARCITY (🧵) https://t.co/HuveSfpvqd https://x.com/MarcalCarbo/status/1871251694337892671 Este grfico nos muestra la evolucin de una empresa que pasa de facturar [--] millones a [---] en solo [--] aos. Es lo que nos encontramos en el Business Plan de @clerhp y de su proyecto @LARIMARCITY (🧵)"
X Link 2024-12-28T09:37Z [---] followers, [---] engagements

"@alc2022 I think DCA is literally the opposite of timing the market"
X Link 2025-03-06T18:48Z [---] followers, [----] engagements

"@wclemente He didn't sold at the top he created the top"
X Link 2025-03-11T23:32Z [---] followers, [----] engagements

"@moment_mirthful @WallStreetMav I red somewhere that the Ford factory worker's wage at the time got so high that would be the equivalent of 100.000$ anual income in today's dollars"
X Link 2025-03-31T13:51Z [---] followers, [---] engagements

"@alc2022 refering to gross margin or just joking"
X Link 2025-05-05T20:36Z [---] followers, [----] engagements

"@himshouse $HIMS Fee rate to borrow is rising now to 0.97% in IBKR. It's getting so expensive to be short in $HIMS"
X Link 2025-05-12T13:36Z [---] followers, [----] engagements

"Day [--] of the May25 $HIMS epic short squeeze: - 125% share price increase in the last [--] days. [---] short covering yet -Fee rate to borrow did a 3x yesterday = More pressure than ever into shorts This is a war. Shorts vs Longs. Make sure you are on the right side⚔"
X Link 2025-05-13T21:30Z [---] followers, [---] engagements

"@itsCblast What would be the trade here Is it related to the 0DTE calls"
X Link 2025-06-16T22:49Z [---] followers, [----] engagements

"@himshouse Hell yes"
X Link 2025-06-27T14:02Z [---] followers, [----] engagements

"$SEZL unveils new tools. This is part of their Customer-Centric strategy that makes them the best BNPL product. The stock is up 5% by now https://www.tradingview.com/news/reuters.com2025-06-30:newsml_GNX5VYWjD:0-sezzle-unveils-smarter-shopping-tools-to-meet-rising-consumer-expectations/ https://www.tradingview.com/news/reuters.com2025-06-30:newsml_GNX5VYWjD:0-sezzle-unveils-smarter-shopping-tools-to-meet-rising-consumer-expectations/"
X Link 2025-06-30T13:39Z [---] followers, [----] engagements

"@alc2022 You will love $SEZL"
X Link 2025-07-03T14:09Z [---] followers, [---] engagements

"$SEZL is down 17% from ATH But Sezzle performance data is higher than ever (and soaring) Bullish🔥 $SEZL Mobile App usage data has been soaring non-seasonally for Sezzle. interest in the BNPL product is strong 🔥 new KPI forecast coming soon https://t.co/98HkIz0bSs https://t.co/qGR8YULG7E $SEZL Mobile App usage data has been soaring non-seasonally for Sezzle. interest in the BNPL product is strong 🔥 new KPI forecast coming soon https://t.co/98HkIz0bSs https://t.co/qGR8YULG7E"
X Link 2025-07-10T14:27Z [---] followers, [----] engagements

"Updated GMV forecast for Sezzle🚨 Now $927M would be a 74% Yoy growth up from 64% in Q1. The acceleration of growth is now more obvious than ever meanwhile $SEZL is down 27% from ATH. Great job from the @tickerplus team less than 3% MoE $SEZL Our updated Sezzle forecast is out GMV prediction: 927.23MM Historical Margin of Error: 2.69% Main drivers of the increase are rising website traffic change YoY as well as soaring Mobile App data up triple digits in Android and iOS. https://t.co/s6qwPunViR https://t.co/kQHpPNKIsN $SEZL Our updated Sezzle forecast is out GMV prediction: 927.23MM"
X Link 2025-07-14T21:22Z [---] followers, [----] engagements

"Someone has read @investor321123 's article on $SEZL Or maybe they have seen @tickerplus GMV prediction for 2Q Either way it could be the end of this non-sense dip Great things incoming"
X Link 2025-07-16T18:14Z [---] followers, [----] engagements

"$SEZL is the only company building a customer-centric platform for the US market. So it's the true leader in product. That is why while all the other players are growing at a 20-30% YoY top line $SEZL is growing +120%. And it looks like that trend will continue. GMV value for BNPL is set to grow at a 13% in the US for the next [--] years meanwhile $SEZL will continue to gain market share within (75% GMV expected for 2Q). And it's still accelerating. And until it gets to be the leader in market share it will be sustainable as long as it continues to be the leader in product. Long way to go but"
X Link 2025-07-27T16:58Z [---] followers, [----] engagements

"The fact that nobody is talking about $SEZL anymore probably means we have already hit rock bottom. Let's see how it plays out"
X Link 2025-08-28T13:58Z [---] followers, [---] engagements

"$SEZL ROIC is getting serious"
X Link 2025-09-15T09:15Z [---] followers, [----] engagements

"@mvcinvesting Never getting tired of recommending you Sezzle While everyone is focused in the hot AI stocks the US BNPL market has grown +30% yoy in the 1H25. Afterpay (XYZ): 18%* Paypal: 21%* Klarna: 35%* Sezzle: 69% Affirm: 41% Zip: 43% $SEZL $PYPL $KLAR $XYZ $AFRM $ZIP.AX https://t.co/Tx6axO2Nxk While everyone is focused in the hot AI stocks the US BNPL market has grown +30% yoy in the 1H25. Afterpay (XYZ): 18%* Paypal: 21%* Klarna: 35%* Sezzle: 69% Affirm: 41% Zip: 43% $SEZL $PYPL $KLAR $XYZ $AFRM $ZIP.AX https://t.co/Tx6axO2Nxk"
X Link 2025-10-11T12:51Z [---] followers, 14.1K engagements

"This is a huge tailwind. I believe Sezzle will continue to outgrow competitors ending up with a significant portion (10% imo) of this 30%. That would mean Sezzle would account for 3% of all credit payment volume in the US by [----]. BNPL will account for 30% of all credit driven card purchases by [----]. There are [---] credit card issuers in the US and [--] BNPL "issuers". That's why there is so much excitement about @Affirm @sezzleinc @AfterpayUSA and @Klarna https://t.co/s4sl6q1EYm BNPL will account for 30% of all credit driven card purchases by [----]. There are [---] credit card issuers in the US and"
X Link 2025-10-14T16:20Z [---] followers, 11.7K engagements

"@BourbonCap $SEZL https://x.com/MarcalCarbo/status/1978133826887917968t=G6lITPO8OFLblvE2mlqrRw&s=19 This is a huge tailwind. I believe Sezzle will continue to outgrow competitors ending up with a significant portion (10% imo) of this 30%. That would mean Sezzle would account for 3% of all credit payment volume in the US by [----]. https://x.com/MarcalCarbo/status/1978133826887917968t=G6lITPO8OFLblvE2mlqrRw&s=19 This is a huge tailwind. I believe Sezzle will continue to outgrow competitors ending up with a significant portion (10% imo) of this 30%. That would mean Sezzle would account for 3% of"
X Link 2025-10-14T17:55Z [---] followers, 11K engagements

"I have written a deep-dive on @sezzleinc as I believe it's a great investment opportunity. There's a couple of insights which I haven't still seen anyone talking about. Hope you find it a good read. $SEZL https://open.substack.com/pub/mcarbo/p/sezzle-inc-beyond-the-financialsr=71sp1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/mcarbo/p/sezzle-inc-beyond-the-financialsr=71sp1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-22T18:12Z [---] followers, 33.4K engagements

"I truly believe $SEZL is one of those rare opportunities where retail can actually frontrun institutions in the discovery of a great company. So this is me everyday on FinX. Don't sleep on @sezzleinc read my deepdive: https://mcarbo.substack.com/p/sezzle-inc-beyond-the-financials https://mcarbo.substack.com/p/sezzle-inc-beyond-the-financials"
X Link 2025-11-01T22:25Z [---] followers, [----] engagements

"$SEZL WS coverage is very low We can see its lower market cap peers all have 8-15 analyst ratings while Sezzle still only has [--]. I believe that's part of the reason why Sezzle stock is mispriced and undervalued. As retail investors we have the chance to frontrun the discovery of Sezzle as a great company and it's just a matter of time before WS realises. Btw look at how many employees this companys have. Sezzle efficiency is best in class level. $PAYO $MQ $EVTC $NATL $PAGS"
X Link 2025-11-04T09:34Z [---] followers, [----] engagements

"I just realized that my main two companies in my port are both on the same situation: Abandoning On-Demand to focus on subscriptions looking for higher retention and LFT. And the market doesn't seem to appreciate but as an investor I do $SEZL & $HIMS"
X Link 2025-11-13T22:04Z [---] followers, [---] engagements

"Fund Trends for Sezzle in Q3 2025🚨 Renaissance Tech closed its 200k shares $SEZL position in Q3. Goldman Sachs also sold half of its position. Overall there are still a lot of new open positions and institutional ownership sits at new ATHs. I expect to see that % increasing in the following ERs if they continue being strong"
X Link 2025-11-16T16:30Z [---] followers, [----] engagements

"RT @MarcalCarbo: Charlie wants to take Sezzle to a 20B mc"
X Link 2026-02-06T22:36Z [---] followers, [--] engagements

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