@Govikings69 Avatar @Govikings69 David Weiner

David Weiner posts on X about $app, $tmdx, $flnc, $root 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 finance technology brands cryptocurrencies social networks countries automotive brands us election celebrities fashion brands

Social topic influence $app #13, $tmdx, $flnc, $root, app #2065, applovin #13, $pltr, stocks, meta, $hims

Top accounts mentioned or mentioned by @3plantey2 @dogballscapital @zoomyzoomm @jonahlupton @frameworkwisely @smallmidcaps @hypergrowth102 @kyleadamsstocks @paulcerro @mathlonning @optionsly @mikimmykim @rubicon59 @growthadvisorhq @mvcinvesting @kabraxfx @accruedint @techinvestoor @himshouse @venturecatnip

Top assets mentioned AppLovin Corporation (APP) TransMedics Group, Inc. Common Stock (TMDX) Fluence Energy, Inc. (FLNC) The Root Network (ROOT) Palantir Technologies Inc. (PLTR) Hims & Hers Health, Inc. (HIMS) Robinhood Markets, Inc. (HOOD) Reddit, Inc. (RDDT) Tesla, Inc. (TSLA) Metadium (META) Nebius Group N.V. Class A Ordinary Shares (NBIS) Lemonade, Inc. (LMND) Pinterest, Inc. (PINS) Uber Technologies, Inc. (UBER) AST SpaceMobile, Inc. Class A Common Stock (ASTS) GLP1 (GLP1) Alphabet Inc Class A (GOOGL) Now Coin (NOW) Interactive Brokers Group, Inc. (IBKR) Amazon.com, Inc. (AMZN) Eos Energy Enterprises, Inc. (EOSE) Bitcoin (BTC) Iris Energy Limited (IREN) Teladoc Health, Inc. (TDOC) Cloudflare, Inc. (NET) NVIDIA Corp. (NVDA) Trade Desk, Inc. (TTD) Crowdstrike Holdings Inc (CRWD) Eli Lilly and Company (LLY) Helium IOT (IOT) Dash (DASH) Snowflake Inc. (SNOW) Novo-Nordisk (NVO) IonQ, Inc. (IONQ)

Top Social Posts

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

"@lord_fed @lord_fed This is the most undervalued company that I have come across 82% gross margins growing over 65% a year for a little over 2x price to sales. Palantir similar margins 17% growth 17x price to sales. Am I missing something"
X Link 2024-01-04T15:48Z [---] followers, [---] engagements

"@lord_fed Im not angry at all. Just trying to understand the best bear case of this company. 99.9% of companies products are not a necessity. I think its very good idea what the company is doing attacking mental health and weight loss among other things"
X Link 2024-01-04T16:21Z [---] followers, [---] engagements

"@TroyTeslike @TroyTeslike Did they do this after [--] PM ET"
X Link 2024-01-12T01:32Z [--] followers, [----] engagements

"@StockMarketNerd Back half of [----] or [----] If [----] mid teens growth would be terrible"
X Link 2024-01-13T18:09Z [---] followers, [---] engagements

"@sachinvats Agreed. But the best thing about sofi is its retail shareholders who advertise the company for free and get more and more people to download it. Palantir also has great retail shareholders but they cant actually change the demand of the product"
X Link 2024-01-15T12:34Z [---] followers, [---] engagements

"@sachinvats its much harder to get into S&P then people realize check out trade desk they have been profitable for a while and are still not in. same market cap to palantir"
X Link 2024-01-23T01:41Z [---] followers, [--] engagements

"this is so comical it needs to be tweeted out. Currently the street high $tsla price target guy Jonas also has the lowest [----] EPS estimate after Ives price target downgrade. 🤣🤣🤣🤣🤣"
X Link 2024-01-25T11:38Z [---] followers, [--] engagements

"@amitisinvesting Is palantir or hood a bigger position for you"
X Link 2024-02-26T13:43Z [---] followers, [--] engagements

"@DataDInvesting both internet app companies. I agree with $HIMS high S&M GTM strategy at this stage in the company. one app teaches you how to learn a language. The other app is leveraging AI to personalize the future of healthcare. Id take HIMS same market cap over duolingo any day of the week"
X Link 2024-02-28T21:33Z [---] followers, [---] engagements

"@TroyTeslike Under 90k for Europe What is the percent chance of negative growth for all deliveries"
X Link 2024-03-01T23:47Z [---] followers, [----] engagements

"@FromValue they didn't guide for full year. guided for 35% q1 revenue growth. and they have two different businesses. App business and software business. Software will grow way over 30% this year"
X Link 2024-03-15T13:21Z [---] followers, [---] engagements

"@EnergyCredit1 @WaltKowalsk1 @EnergyCredit1 why is adtech a tough game And shouldnt we trade at higher multiple the crowd pltr ttd. Considering higher FCF higher margins more revenue growth"
X Link 2024-03-16T20:06Z [---] followers, [--] engagements

"@BluSuitDillon $HIMS"
X Link 2024-03-18T22:37Z [----] followers, [---] engagements

"$app software company is by far an away greater than any software company on the market less than 100B market cap"
X Link 2024-05-08T20:31Z [---] followers, [---] engagements

"$app if you blind folded me without telling me market caps of $crwd or $app im picking app straight up any day of the week"
X Link 2024-05-08T20:37Z [---] followers, [---] engagements

"@thomasgerlach @markflowchatter they are making another run for unity is my best guess"
X Link 2024-05-13T21:35Z [---] followers, [--] engagements

"solely based on numbers and growth as a potential business owner id rather own $APP over $PANW at the same market cap"
X Link 2024-05-20T23:45Z [---] followers, [---] engagements

"@ramahluwalia $pltr $sofi $tsla"
X Link 2024-05-21T03:47Z [---] followers, [---] engagements

"@KyleAdamsStocks $app $HIMS"
X Link 2024-05-21T15:38Z [---] followers, [---] engagements

"@KyleAdamsStocks what did they say on the call about revenue growth going forward"
X Link 2024-05-21T17:06Z [---] followers, [---] engagements

"@KyleAdamsStocks does stock deserve lower multiple because based in Israel Peri was super cheap for a while wondering if that was one of reasons"
X Link 2024-05-21T17:07Z [---] followers, [---] engagements

"@JonahLupton Wasnt much of beat because of acquisition"
X Link 2024-05-23T15:13Z [---] followers, [----] engagements

"@KyleAdamsStocks is there GLP-1 similar to Hims where they are making a cheaper product or are they just offering a fee to help monitor your weight loss journey"
X Link 2024-05-27T15:29Z [---] followers, [--] engagements

"@KyleAdamsStocks Makes zero sense to me how its gone down since earnings. Feels like a lot of manipulation to shake people out"
X Link 2024-05-31T14:02Z [---] followers, [---] engagements

"@eliannatrow @ramahluwalia $hims"
X Link 2024-06-08T15:27Z [---] followers, [---] engagements

"@Hypertonx biggest divergence among [--] companies in same industry ive ever seen"
X Link 2024-06-11T15:07Z [---] followers, [--] engagements

"@smantel $U not down anywhere near as much. APP lost support sold off and then probably this FUD increased volatility sell off"
X Link 2024-06-11T15:40Z [---] followers, [---] engagements

"@FrameworkWisely $Hims still very cheap. But expecting pullback from here in short term"
X Link 2024-06-12T17:26Z [---] followers, [---] engagements

"@ramahluwalia $u and $tdoc down"
X Link 2024-07-01T23:13Z [---] followers, [---] engagements

"@Rebrand_As_Y @WaterworldCapi1 This market is super easy. Buy companies with huge retail interest that trade at cheap valuations and continuously beat analyst expectations and ride the momentum. $hims $app"
X Link 2024-07-16T20:37Z [---] followers, [---] engagements

"$ttd $app Is the trade desk vs Applovin divergence vs market cap and free cash flow the biggest on the market for similar businesses"
X Link 2024-07-22T21:06Z [---] followers, [---] engagements

"@rubicon59 Free cash flow much better only thing bad about is change in working capital"
X Link 2024-07-24T14:33Z [---] followers, [--] engagements

"@ramahluwalia dont understand why its so cheap. every other AI company gets benefit of doubt besides Meta. Tesla trades [---] PE on a product that doesn't exist"
X Link 2024-07-31T23:56Z [---] followers, [---] engagements

"@AndrewDudum @wearehims A statement would be great how Hims doesn't use $LLY tirzepatide and they use $NVO ozempic"
X Link 2024-08-01T17:52Z [---] followers, [--] engagements

"@Hypertonx non weight loss more than 46% yoy"
X Link 2024-08-06T04:40Z [---] followers, [--] engagements

"@paulcerro @jetsandlucid They beat q3 guide by 20%. This is a growth stock. 66% growth q3 and 71% q4. That is higher than even the most delusional hims fintwits would have predicted. Right now only [--] things matter subscriber count and revenue growth"
X Link 2024-08-06T12:42Z [---] followers, [---] engagements

"@ramahluwalia @DataDInvesting Hims is growing faster than nvidia on a forward basis. One is cyclical one is much more recession proof. Name me one consumer company guiding for 60% growth for the year"
X Link 2024-08-06T20:42Z [---] followers, [---] engagements

"@alc2022 Hims is the only ultra growth company where wall street cares about both margins and revenue growth"
X Link 2024-08-07T15:06Z [---] followers, [---] engagements

"$HIMS quarter was much better than $DUOL. blows my mind $duol is valued 2x higher"
X Link 2024-08-08T13:54Z [---] followers, [---] engagements

"@Jenb_8675309 someone how this consumer company valued 3x higher then $hims"
X Link 2024-08-08T20:13Z [---] followers, [---] engagements

"@dmytro_petryna of the companies with similar price to free cash flow. IBM Cisco both growing low single digits. while app supposed to growing above 10% consistently. Of the companies growing above 20% TTD PLTR CRWD all have FCF above 50x multiples"
X Link 2024-08-14T14:01Z [---] followers, [--] engagements

"@dmytro_petryna why isn't taxes related to FCF on the income statement or operating cash flow statement then on the 10k it shows it as a dilution effect. I dont think the company actually paid out the money. They just witheld more shares but i think thats factored into SBC. which is why it"
X Link 2024-08-14T14:10Z [---] followers, [--] engagements

"@EnergyCredit1 @dmytro_petryna so by doing this it makes net income statement look better because of less SBC being sold"
X Link 2024-08-14T14:42Z [---] followers, [--] engagements

"@dmytro_petryna @EnergyCredit1 and you are double adding sbc and the taxes related"
X Link 2024-08-14T14:47Z [---] followers, [--] engagements

"@dmytro_petryna @EnergyCredit1 lets say they didn't repurchase these shares. It wouln't have counted for SBC and it wouldn't have been anywhere on cash flow statement just would have caused more selling pressure on stock"
X Link 2024-08-14T15:16Z [---] followers, [--] engagements

"@dmytro_petryna @EnergyCredit1 For the thousand time. Check the past year subtract debt paid to pay previous debt and tell me how much they paid back to shareholders I can guarantee its over 5% which is way more then any other company like this"
X Link 2024-08-14T16:07Z [---] followers, [--] engagements

"@LA_stevens_ my connection cut out did you get to hear what he said in the end"
X Link 2024-08-14T19:27Z [---] followers, [---] engagements

"@ramahluwalia Its over 50% of my portfolio. Valued 2x cheaper then unity 🤣🤣🤣"
X Link 2024-08-14T22:48Z [---] followers, [--] engagements

"@JonahLupton how are you so much better than the fund managers who manage billions. you are the best in the game rn. it blows my mind scrolling through some of these 13f's how bad these guys are"
X Link 2024-08-15T02:51Z [---] followers, [----] engagements

"@JonahLupton Or you could buy $app so many cheap fast growing companies. Instead you have ackman owning chipotle. Investing is hard in short term but if you have conviction in the business the price will follow"
X Link 2024-08-15T03:14Z [----] followers, [----] engagements

"$U unity ads network crashed thousands of mobile Apps. crowdstrike type event for them. $APP applovin is going to take even more market share"
X Link 2024-08-15T23:17Z [---] followers, [----] engagements

"@DavidGaballa im expecting huge beat this quarter. also may be a good time to buy $U puts"
X Link 2024-08-15T23:31Z [---] followers, [---] engagements

"@ramahluwalia how is chipotle a good investment. vastly overvalued by all metrics"
X Link 2024-08-16T02:13Z [----] followers, [---] engagements

"@hypergrowth102 i don't think buffett and ackman are very good. buffett buys these dividend stocks greater than [--] p/FCF that have no growth. and ackman owns chipotle as biggest position 🤣🤣🤣🤣🤣🤣. call me crazy right now jonah lupton is the best invrstor"
X Link 2024-08-16T18:37Z [----] followers, [--] engagements

"@LogicalThesis i don't understand investors obsession with these types of brands. once everyone knows about them there is no more room for growth"
X Link 2024-08-20T16:15Z [---] followers, [---] engagements

"@LogicalThesis there is no social media platform even comparable to meta. plus meta is a necessity something people can't live without. all the brands I mentioned are not necessities"
X Link 2024-08-20T16:25Z [---] followers, [--] engagements

"@Raul_DSF @hypergrowth102 Washing my money down the drain in the idea of being safe. Kind of like a soccer team parking the bus but then having no chance to counter. Sometimes the best defense is offense. I dont know what are your thoughts"
X Link 2024-08-21T18:01Z [---] followers, [--] engagements

"i tweet once again about $app. Any investor who owns $snow over $app should be required by law to check into a mental hospital"
X Link 2024-08-21T20:10Z [---] followers, [----] engagements

"@JonahLupton @hiddensmallcaps $APP is about 300% undervalued when compared to companies like $PANW $PLTR $TTD $CRWD. we can't base a fair valuation of what we think is reasonable but off what the market values similar companies at"
X Link 2024-08-21T21:26Z [---] followers, [---] engagements

"@JonahLupton @hiddensmallcaps Why does $App deserve lower multiple then the companies I just listed"
X Link 2024-08-21T21:35Z [---] followers, [---] engagements

"@KyleAdamsStocks Absolutely ridiculous should be a less than [--] billion dollar company with that kind of risk. Would much rather own $hims at [--] billion then $Snow at [--] billion"
X Link 2024-08-22T00:26Z [---] followers, [---] engagements

"@3Plantey2 this doesn't make sense. they have zero competition. Unity is in shambles. how will lower rates not help app store revenue. developers taking on debt at cheaper rates to build new games. I could say the same about cybersecurity. Increased competition palo alto has viable"
X Link 2024-08-22T15:11Z [---] followers, [--] engagements

"@3Plantey2 The first part is true. The second part isnt. $App has two main competitors in mobile app space unity and Google admob both grew negatively YOY. Unity management is a mess and Google is focusing on other things. Applovin huge advantage over the competition is there first party"
X Link 2024-08-22T15:29Z [---] followers, [---] engagements

"@3Plantey2 Data over [--] billion daily active users. And that max powers over 65% of advertising dollars spent. Palo Alto has crowd S cloudflare Fortinet all as viable competitors growing faster then Palo Alto"
X Link 2024-08-22T15:30Z [---] followers, [--] engagements

"$cava $hims there is not one single metric cava outperforms hims in not one"
X Link 2024-08-23T01:09Z [---] followers, [---] engagements

"@VillageWest14 Excellent analysis. Will be very interesting to see how manipulated the economic numbers will be from now until election time. Also the true test to see if fed is political or not. My bet is they are. They are going to try and paint a very rosy picture all around"
X Link 2024-08-23T03:32Z [---] followers, [---] engagements

"@angeldevenganza check out $APP $HIMS. had a feeling you were into stocks being very analytical"
X Link 2024-08-23T04:39Z [---] followers, [---] engagements

"@paulcerro @RahulSetty_ id argue in the upcoming day and age cult stocks perform better. Look at tesla palantir and bitcoin. im counting bitcoin as a stock. If they weren't cults stocks would be at lest 50% lower"
X Link 2024-08-25T19:11Z [---] followers, [--] engagements

"@paulcerro @RahulSetty_ Your point was cult stocks perform worse. My point is they actually perform better if the cult is really strong"
X Link 2024-08-25T19:23Z [---] followers, [--] engagements

"@paulcerro @RahulSetty_ Not all cult stocks start as bubbles. The key is to buy before you think its going to go parabolic. Like buying Tesla in [----]. $Hims and $sofi very undervalued due to wall street playing games with retail. Both these companies will then become extremely overvalued if truly a"
X Link 2024-08-25T19:40Z [---] followers, [---] engagements

"$Hims The best thing about times when consumers are weak is you get to spot out the companies that are necessities and in this weak consumer time $Hims is the fastest growing company. I don't need to know anything else besides that to know it will succeed"
X Link 2024-08-27T01:29Z [---] followers, [----] engagements

"$HIMS got sold off in q2 earnings because they are expecting margin compression because of GLP-1. $HIMS then got sold off after earnings because they may not be able to sell GLP-1. Which one is it MR. MARKET. makes zero sense"
X Link 2024-08-27T12:36Z [---] followers, [---] engagements

"@DataDInvesting would you agree $hims is much cheaper then $sofi"
X Link 2024-08-29T03:48Z [---] followers, [---] engagements

"@KyleAdamsStocks $APP- trading at 14x FCF year [----]. Software segment hypergrowth with 73% adjusted ebitda margins. Management guiding for a conservative 20-30% for years to come without entry into new categories. closest competitors trade for 2x the valuation with less than half the FCF"
X Link 2024-09-02T00:34Z [---] followers, [---] engagements

"@LA_stevens_ In a rational market $Hims would be valued higher then $MNDY"
X Link 2024-09-02T22:16Z [---] followers, [---] engagements

"@paulcerro Thats the only one $hims sells rn"
X Link 2024-09-03T12:03Z [---] followers, [---] engagements

"$U $APP forward ev/edbita for unity [--] forward ev/edbita applovin [----]. forward growth for unity 2% for applovin 12%. Guess who also has higher gross margins higher FCF margins and isn't in complete shambles firing everyone"
X Link 2024-09-03T14:25Z [---] followers, [---] engagements

"@EventuallyWLTHY The most wild thing about is the company supplying glp1 just said shortage is going to continue as we cant keep up with demand and we are still down. But when LLY says shortage is ending soon stock tanks 20% and Hims doesnt sell LLY product"
X Link 2024-09-03T17:34Z [---] followers, [---] engagements

"@StockMarketNerd $AMZN didnt smash $TDOC. Teladoc and Hims are completely different. Teladoc does online consultations with a doctor if you are sick only so much of that you can do online. Hims does online selling of prescriptions much more lucrative. Hims has developed a great brand marketing"
X Link 2024-09-04T14:48Z [---] followers, [---] engagements

"@EmilVbf @hypergrowth102 great list. ill add a couple $snow $mongodb $iot"
X Link 2024-09-04T18:45Z [---] followers, [---] engagements

"At this point in time this is the only logical bear case on $Hims. Will the government one day decide to just shut it down. Never know with this BS government @TravisHoium @StockMarketNerd I seriously doubt the average investor comprehends the immense liability $HIMS is undertaking with their compounding operations. FDA I promise you is not happy with them & will scrutinize them heavily. @TravisHoium @StockMarketNerd I seriously doubt the average investor comprehends the immense liability $HIMS is undertaking with their compounding operations. FDA I promise you is not happy with them & will"
X Link 2024-09-04T20:22Z [---] followers, [---] engagements

"$JPM $AAPL I don't understand why $JPM deserves a lower multiple then $AAPL when they both will grow at same rate over next [--] years but only one of them will be bailed out no matter what happens. Banks deserve much higher valuations considering big ones have zero risk"
X Link 2024-09-05T01:31Z [---] followers, [---] engagements

"$HIMS vs.$IOT one company is Gaap postive free cash flow positive with higher revenues higher revenue growth. Guess which company is SEVEN TIMES CHEAPER"
X Link 2024-09-05T21:23Z [---] followers, [---] engagements

"Notre dame still loses with the most blatant ref cheating Ive ever seen. Lets goooooo"
X Link 2024-09-07T22:48Z [---] followers, [---] engagements

"@RklbsFan @hypergrowth102 Its a no brainer by end of decade hims will have more revenue and free cash flow then palantir"
X Link 2024-09-09T18:59Z [---] followers, [--] engagements

"$Hims either management has completely lied to us in there most previous quarter about having enough capital to fund business through cash flow or they are planning to acquire something big"
X Link 2024-09-09T20:11Z [---] followers, [----] engagements

"@TrixInvestments I think its for a strategic acquisition soon"
X Link 2024-09-09T20:21Z [---] followers, [---] engagements

"@Aktiediplomaten @mvcinvesting Any reason why they didnt pay in cash Especially at a depressed stock price would have made more sense to pay in cash"
X Link 2024-09-09T21:48Z [---] followers, [--] engagements

"@WealthyReadings $tsla at one point had a market cap higher then all car companies combined absolutely ridiculous. and I love palantir but its trading completely on hype with over [---] FCF on 25% growth"
X Link 2024-09-10T14:04Z [---] followers, [---] engagements

"@WealthyReadings if $hims would trade at same level as other too we would be minimum [---] per share"
X Link 2024-09-10T14:05Z [---] followers, [---] engagements

"@SixSigmaCapital In this market the obvious consensus play is never right"
X Link 2024-09-10T14:39Z [---] followers, [---] engagements

"@hypergrowth102 Imagine Hims at those numbers Id be retired. And I honestly believe Hims deserves that valuation more then palantir"
X Link 2024-09-10T16:37Z [---] followers, [---] engagements

"$celh to all you celcius bulls out there can you please explain to me why you would rather buy celsius for over 2x the valuation then $hims"
X Link 2024-09-10T20:55Z [---] followers, [---] engagements

"Heres how I look at election in terms of stocks. One side wants to dilute shares while the other wants to buyback stock. Will not explain further"
X Link 2024-09-10T21:50Z [---] followers, [---] engagements

"@VillageWest14 trump is playing this wrong taking her too seriously. needs to treat her like an unqualified emotional child. play the role she's playing"
X Link 2024-09-11T01:38Z [---] followers, [----] engagements

"@StockMarketNerd Brad I enjoy your work but you need to look into $app over $ttd its a no brainer"
X Link 2024-09-11T15:20Z [---] followers, [---] engagements

"@presidential01 $hims is so weird because this was already announced in earnings call just like glp1 was announced in previous earnings. We bounce off of news that already existed twice. Shows you how little Wall Street actually knows this stock"
X Link 2024-09-11T16:59Z [---] followers, [---] engagements

"$APP goes up 13% on an analyst upgrade and is still around 100% undervalued based on similar comps. was kind of hoping $IOT market cap surpassed it would have been very indicative of current times and I would have had a great tweet. oh well"
X Link 2024-09-11T21:54Z [---] followers, [---] engagements

"@hypergrowth102 Yeah definitely take a look at them. They have a software bus and a mobile aps so growth is actually way bigger if you due deep dive on them. While I believe palantir product is superior. Id rather own app then palantir even for same market cap as I believe app will gen more FCF"
X Link 2024-09-11T22:15Z [---] followers, [---] engagements

"$HIMS AT 17% SHORT if they announce they are offering LLY GLP1 and in the announcement they say we see this in shortage for the foreseeable future. The stock will fly much higher then when they first announced Glp1"
X Link 2024-09-11T23:43Z [---] followers, [---] engagements

"@hypergrowth102 Definitely. So obvious. Also anyone with half a brain knows Hims is going to obliterate guidance and Wall Street knows novo shortage will last well into [----]. No doubt they wanted to pick up cheap shares for the last time"
X Link 2024-09-12T21:16Z [---] followers, [--] engagements

"the original company that got me started in investing. LOVE DADDY KARP PALANTIR IS NOW IN THE S&P [---] https://t.co/zDfeFFKrOn PALANTIR IS NOW IN THE S&P [---] https://t.co/zDfeFFKrOn"
X Link 2024-09-12T23:09Z [---] followers, [---] engagements

"@MichaelWigginsO you own $IOT and $APP that is the biggest contrast in investments ive ever seen"
X Link 2024-09-13T04:44Z [---] followers, [---] engagements

"@wallstengine $hims will do [---] mil next year"
X Link 2024-09-13T12:03Z [---] followers, [---] engagements

"@KyleAdamsStocks @ryshab What% of portfolio in $hims. Also do you still own $app"
X Link 2024-09-13T12:45Z [---] followers, [---] engagements

"@KyleAdamsStocks @ryshab Sad to see you leave $App 😢 you were one of original bulls. What price did you exit"
X Link 2024-09-13T12:47Z [---] followers, [---] engagements

"@FriendlyCapMgmt My rule of thumb any stock with a period in stay far away from it"
X Link 2024-09-13T12:55Z [----] followers, [---] engagements

"@Aktiediplomaten @FPL_Krona Even with 15-19% cagr stock is still at a minimum 100% undervalued"
X Link 2024-09-13T13:02Z [---] followers, [--] engagements

"Wall Street analysts have too much power no way in hell they should be able to pump up a large cap 30% in one week. That being said $APP is still 75% undervalued 🤣🤣"
X Link 2024-09-13T14:15Z [---] followers, [---] engagements

"@EricShatner like ive said many times one to one id rather own $APP then $PLTR $CRWD $PANW"
X Link 2024-09-13T14:55Z [---] followers, [---] engagements

"going into the week I only owned [--] stocks with leverage $APP and $HIMS. WHAT A FUCKING WEEK. took profits off table will look for reentry. have a great weekend everyone"
X Link 2024-09-13T15:00Z [---] followers, [---] engagements

"@davidestesbooks @KyleAdamsStocks @ryshab Ive sold about 40% OF my position this week my remaining is still over 35% of my net worth. rationally I probably shouldn't be selling considering $TTD is 50% higher still. But RSI deeply overbought and I want to take profits for my emotions hahahha"
X Link 2024-09-13T15:25Z [---] followers, [---] engagements

"@TheDrugMoney $HIMS $HIMS $HIMS compound pharmacies are the future. personalized medications"
X Link 2024-09-13T15:33Z [---] followers, [---] engagements

"@DataDInvesting And $hims going down on a 10% guidance beat"
X Link 2024-09-14T19:05Z [---] followers, [---] engagements

"@jaminball @jaminball what about $TTD"
X Link 2024-09-14T20:57Z [---] followers, [--] engagements

"The day has finally come. $APP bigger market cap then $Snow. Tweet still applies i tweet once again about $app. Any investor who owns $snow over $app should be required by law to check into a mental hospital i tweet once again about $app. Any investor who owns $snow over $app should be required by law to check into a mental hospital"
X Link 2024-09-16T14:50Z [---] followers, [---] engagements

"@RihardJarc [--] PE for google search is ridiculous because not one company declining with that much net income is valued anywhere near there. Minimum 20x based on similar comps"
X Link 2024-09-16T16:17Z [---] followers, [---] engagements

"am I the only person on fintwit who thinks the fed is not late and that we have yet to see the highs in inflation.but also I want them to cut because I want the stock market to fly"
X Link 2024-09-16T23:23Z [---] followers, [---] engagements

"@Cernovich @elonmusk @MarioNawfal can you please explain more I own a lot of $hims stock"
X Link 2024-09-17T21:00Z [---] followers, [---] engagements

"@CharlesH4698921 @Cernovich @elonmusk @MarioNawfal $hims is $199 a month"
X Link 2024-09-17T21:04Z [---] followers, [---] engagements

"@Samuel947117225 most probably know $hims for boner pills not weight loss"
X Link 2024-09-17T21:07Z [---] followers, [---] engagements

"@BowTiedBull Check out $hims its the ultimate long degeneracy play"
X Link 2024-09-18T04:28Z [---] followers, [---] engagements

"Genius willing to sacrifice short term margins for lifetime brand name. Something Wall Street could never understand. Never been more proud to be a $Hims shareholder Today Hims & Hers is thrilled to announce our Service Appreciation Initiative. With this launch U.S. military veterans teachers nurses and first responders will receive up to a 50% discount on compounded semaglutide GLP-1 subscriptions for as low as $99/month. Today Hims & Hers is thrilled to announce our Service Appreciation Initiative. With this launch U.S. military veterans teachers nurses and first responders will receive up"
X Link 2024-09-18T16:16Z [---] followers, [---] engagements

"$APP this [--] bps cut benefits applovin over all the other software companies the most. [--] reasons Applovin has the highest debt to market cap ratio will be able to refinance for cheaper and Applovin doesn't sign deals for years in advance this rate cute will stimulate the mobile"
X Link 2024-09-18T18:24Z [---] followers, [---] engagements

"gaming industry as developers will take out cheaper loans to build new games and build more on top of existing games"
X Link 2024-09-18T18:25Z [---] followers, [--] engagements

"$duol $hims How is duolingo valued 3x higher then hims what a joke"
X Link 2024-09-18T21:06Z [---] followers, [---] engagements

"$hims business model is closer to $dash then $TDOC"
X Link 2024-09-23T01:48Z [---] followers, [---] engagements

"@DataDInvesting can you do this for $HIMS"
X Link 2024-09-24T15:53Z [---] followers, [----] engagements

"@GHadjia @getrichslow00 @TegusHQ isn't the black box nature just wall street lack of due diligence. I see a similar situation to what happened with palantir. market had no idea what they did then they woke up and majorly overcorrected. $APP to [---] billion market cap by end of next year"
X Link 2024-09-24T18:28Z [---] followers, [---] engagements

"@KyleAdamsStocks what % of your portfolio in cash and is cxdo biggest holding followed by aspn"
X Link 2024-09-24T23:47Z [---] followers, [---] engagements

"@KyleAdamsStocks So is $Aspn largest holding"
X Link 2024-09-24T23:56Z [---] followers, [---] engagements

"@KyleAdamsStocks Have you posted a deep dive on it Im very interested in them. But need to know bear cases. And what you think FCF and net income would look like at maturity"
X Link 2024-09-24T23:58Z [---] followers, [---] engagements

"@DataDInvesting I still dont understand how this is valued over 3x the market cap of $hims. When id rather own $hims even if they had same market cap"
X Link 2024-09-25T14:51Z [---] followers, [---] engagements

"@DataDInvesting $hims deserves saas multiples as well because it acts as a saas company. Fully online over 80% gross margins subscription services months in advance and recession proof"
X Link 2024-09-25T15:11Z [---] followers, [---] engagements

"$HIMS I see so many models with hims revenue dropping to low teens in [--] years. Do people realize Hims has less then [--] million customers and there [---] million potential customers who can use there treatment and for revenue to drop to low teens would mean new subscribers growing"
X Link 2024-09-25T15:16Z [---] followers, [---] engagements

"@akhenosiris @wearehims @AndrewDudum seems like advertising through mobile gaming offers better ROI then social media. something to think about"
X Link 2024-09-25T15:28Z [---] followers, [--] engagements

"@Aktiediplomaten $hims taking up market share"
X Link 2024-09-27T14:26Z [---] followers, [---] engagements

"@KoyfinCharts $hims"
X Link 2024-09-27T17:30Z [---] followers, [---] engagements

"@Rebrand_As_Y you will be proven wrong on this company. they are not like palantir and tesla"
X Link 2024-09-27T22:05Z [---] followers, [---] engagements

"@SSN_ILLINI Your coach is terrible. So predictable. First down run for minus [--] every starting drive"
X Link 2024-09-29T02:18Z [---] followers, [--] engagements

"$hims Wondering why hims isn't up 8% in [--] hour market considering it trades as a chinese stock with ev/sales multiples under [--] and guiding for 70% growth with accelerating revenues"
X Link 2024-09-30T04:03Z [---] followers, [---] engagements

"$nke $hims nike has a higher forward ev/sales then hims. Thats my tweet. All that needs to be said about efficient market theory"
X Link 2024-10-01T21:59Z [---] followers, [---] engagements

"@EventuallyWLTHY Whats your #1 position btw"
X Link 2024-10-02T02:09Z [---] followers, [--] engagements

"@BickerinBrattle I disagree. The ten year does many things it sets mortgage rates and it also sets valuations. If I can get 4% guaranteed Im going to want a greater yield for stocks earnings. This is also implies people believe the [--] year is manipulated most people probably believe it tobelegit"
X Link 2024-10-02T14:59Z [---] followers, [--] engagements

"@BickerinBrattle Democracy dont work like that. You cant just out of no where say something is illegal without reason. The people will go crazy and would he a huge issue in the next election"
X Link 2024-10-02T16:57Z [---] followers, [--] engagements

"@FundasyInvestor In another world I could have easily seen $hims at $100 rn"
X Link 2024-10-02T16:59Z [---] followers, [---] engagements

"@xponentialdave why is $iot higher then $app. I just dont understand. In what world is that a better/cheaper company"
X Link 2024-10-02T18:32Z [---] followers, [---] engagements

"@xponentialdave with all due respect wouldn't even consider owning $IOT if dropped 50% overnight. I put in the same conversation as $snow"
X Link 2024-10-02T19:17Z [---] followers, [---] engagements

"$hims I really hope this is why Hims is down will be buying big if so #BREAKING Eli Lilly $LLY announced today plans to build a $4.5 Billion center of drug manufacturing and development in Indiana #BREAKING Eli Lilly $LLY announced today plans to build a $4.5 Billion center of drug manufacturing and development in Indiana"
X Link 2024-10-02T23:52Z [---] followers, [----] engagements

"@paulcerro Also $Hims doesnt sell LLY products they sell novos and novo supply chain just got much worse with the strike"
X Link 2024-10-03T00:54Z [---] followers, [----] engagements

"@paulcerro I agree with you on the severity of Glp1s for $hims. I could see them with over [--] billion in glp1 revenue run rate by end of [----]. Novo has much higher demand for there glp1 so if people went from novo to Lly. Lly would be back on shortage. Also [--] old glp1 coming off shortage"
X Link 2024-10-03T01:28Z [---] followers, [----] engagements

"@paulcerro I agree with you but reread Andrews comments on last earnings call"
X Link 2024-10-03T01:30Z [---] followers, [---] engagements

"@paulcerro you don't think he's spoken to lawyers Theres clear precedence on personalized glp1's"
X Link 2024-10-03T01:35Z [---] followers, [---] engagements

"@paulcerro actually $hims margin for compounding is really shit. it will improve as they improve logistics but wouldn't be surprised if they offered branded glp1 as a service and it yielded higher margins. If glp1 is out of shortage this would be great for margins as i see minimum 15% q4 M"
X Link 2024-10-03T01:37Z [---] followers, [---] engagements

"@paulcerro not when selling it for so cheap. Did you listen to q2 earnings call about margin compression in short term"
X Link 2024-10-03T01:43Z [---] followers, [--] engagements

"@DavidNLefkowitz I would expect an attorney to be a little smarter read the last line of the article and then read about what $hims sells"
X Link 2024-10-03T02:10Z [---] followers, [---] engagements

"@DavidNLefkowitz novo shortage not ending anytime soon especially with recent port strike"
X Link 2024-10-03T02:23Z [---] followers, [--] engagements

"@ramahluwalia Ram do you value companies on PE or free cash flow On free cash flow annualized this quarter hims is trading at less then 20x EV/FCF and guiding for 70% revenue growth"
X Link 2024-10-03T15:22Z [---] followers, [---] engagements

"@ramahluwalia Also when using the nvidia test couldnt you argue at least 90% of the market is overvalued"
X Link 2024-10-03T15:25Z [---] followers, [--] engagements

"I just checked the weather report the sun is going to be down $Hims should be down 15% tomorrow"
X Link 2024-10-03T19:44Z [---] followers, [---] engagements

"@rubicon59 Need rubicon on $hims. Your tweets on $app sent us flying. Lets run it back"
X Link 2024-10-03T22:15Z [---] followers, [---] engagements

"@CNBCFastMoney not one mention $hims doesn't sell $lly glp1"
X Link 2024-10-03T22:37Z [---] followers, [---] engagements

"@DeadOil3000 have you gotten septembers monthly number increase from august %wise for both hims and hers"
X Link 2024-10-04T14:57Z [----] followers, [--] engagements

"@DeadOil3000 very much appreciated but do you have an exact % for both in the month of september"
X Link 2024-10-04T15:12Z [----] followers, [--] engagements

"@BickerinBrattle how bad do you believe the crash will be"
X Link 2024-10-05T14:18Z [---] followers, [---] engagements

"@ArranGray9 @Samuel947117225 Sunrun has lower market cap then $hims and the etf has 250mil of Sunrun. Im expecting 275mil for hims"
X Link 2024-10-05T19:11Z [---] followers, [---] engagements

"$Hims in terms of flows added to company S&P [---] is a far bigger deal then S&P [---]. $Tmdx just got added and its by far there biggest etf holding at [---] mil shares next closest 985k shares. So around a 6% weighting from this etf. S&P is prob around 3-4% weighting"
X Link 2024-10-05T19:17Z [---] followers, [---] engagements

"@fallingwallenda $TMDX high capex plus growth is projected to slow to 30% next year. Hims more revenue higher margin less capex bigger TAM"
X Link 2024-10-06T00:28Z [---] followers, [---] engagements

"@FakeNameNumber8 @fallingwallenda [--]. Is the same for $Hims [--]. I didnt know that [--]. The TAM comparison isnt even close"
X Link 2024-10-06T13:02Z [---] followers, [---] engagements

"@presidential01 How many stocks do you currently own"
X Link 2024-10-07T19:16Z [---] followers, [---] engagements

"@mvcinvesting $Tmdx is very much overvalued when compared to $hims"
X Link 2024-10-07T20:25Z [---] followers, [----] engagements

"@mvcinvesting To me I see it as a similar style invest to hims. Small cap high growth medical industry. Now the only reason to own both would be to diversify for the sake of diversifying which is a cardinal sin if you have true conviction in what you hold"
X Link 2024-10-07T20:29Z [---] followers, [---] engagements

"@mvcinvesting Yes definitely a fair bear point to $hims. One of the only ones I give sense to. But I liked the response someone wrote to that $hims can be too big to fail. If everyone loves the product Congress will not shut them down. Also $hims tam is about 100x the size of Tmdx"
X Link 2024-10-07T20:37Z [---] followers, [---] engagements

"@presidential01 @novonordisk Seems more of a demand issue for novo. Drugs too expensive. Hopefully FDA holds strong drugs need to cover entire addressable market"
X Link 2024-10-07T22:04Z [---] followers, [---] engagements

"@LogicalThesis @mvcinvesting Two of the highest growing companies both in the healthcare industry. Much rather own $hims forward EV sales of [--] then &tmdx at [--]. And yes both are conservative when compared to analysts expectations"
X Link 2024-10-08T03:50Z [---] followers, [---] engagements

"@InvestorMexican @LogicalThesis @mvcinvesting I havent said $tmdx is overvalued. I just think $hims deserves the same multiple. So id much rather invest in hims. Hims is software is much harder to replicate then people give them credit for. The brand they are building will be very strong"
X Link 2024-10-08T04:21Z [---] followers, [---] engagements

"@LogicalThesis @mvcinvesting Both high growing growth companies its a no doubter Tmdx doesnt deserve 5x the valuation for smaller forward growth margins and tam"
X Link 2024-10-08T04:22Z [---] followers, [---] engagements

"@LogicalThesis @mvcinvesting You didnt read what I wrote FORWARD GROWTH. by analyst expectations. Who analyzes growth companies on net profit margins. Gross margins at this stage are a better comparison. Yes thats a fair point on competition but it doesnt warrant a 5x valuation difference"
X Link 2024-10-08T04:32Z [---] followers, [---] engagements

"@LogicalThesis @mvcinvesting Nothing against Tmdx I think its a great company I just dont think when you look at numbers theres even an argument that Hims isnt cheaper"
X Link 2024-10-08T04:33Z [---] followers, [--] engagements

"@LogicalThesis @mvcinvesting Did you read what I wrote. I said $tmdx is a great company. $Hims spends a ton on S&M because its a GROWTH company. Thats what growth companies should do. They want to attract tens of millions of customers. Personally I think there S&M should be even higher"
X Link 2024-10-08T04:37Z [---] followers, [---] engagements

"@LogicalThesis @mvcinvesting Im fine with $TMDX getting a premium but 5x premium is blasphemous"
X Link 2024-10-08T04:39Z [---] followers, [---] engagements

"@LogicalThesis @mvcinvesting Everything is a comparison in life. Id rather own $hims then Costco because hims will perform much better then Costco over next [--] years. So what would I rather make on my limited money 8% or greater then 30% a year"
X Link 2024-10-08T04:46Z [---] followers, [---] engagements

"@LogicalThesis @mvcinvesting Amazon ran at a much larger deficit and Im sure s&m was very high too. But how do you expect people to discover your new product. Looking back [--] years from now will people care about s&m expense in hims This is why I love hims so much because the bear cases are a joke"
X Link 2024-10-08T04:47Z [---] followers, [--] engagements

"@hycemaniac @SixSigmaCapital I like the conspiracy theory side of investing. but on paper palantir is very hated too considering they went DPO instead of IPO. Hims also has much higher institutional ownership"
X Link 2024-10-08T18:11Z [---] followers, [--] engagements

"@BickerinBrattle what is difference between fiscal and monetary"
X Link 2024-10-09T18:22Z [---] followers, [--] engagements

"$hims I need to remind myself not to sell hims at [--] because hims is a big retail stock and once passed a certain level will fly minimum 50% in a month All $PLTR investors are in green. Are you selling https://t.co/zNxV47tZnw All $PLTR investors are in green. Are you selling https://t.co/zNxV47tZnw"
X Link 2024-10-09T20:08Z [---] followers, [---] engagements

"@rubicon59 GPU's GLP's $APP's"
X Link 2024-10-10T19:28Z [---] followers, [--] engagements

"@FrameworkWisely @thomasthedeal @mvcinvesting Thats not that undervalued if you are expecting 15-20% a year stock price gains. Compare that to $hims. Thats also very loft expectations compared to analysts"
X Link 2024-10-11T15:26Z [---] followers, [---] engagements

"@FrameworkWisely @thomasthedeal @mvcinvesting What does $isrg do What is revenue forward growth And theres no way it deserves that multiple. But very interesting will take a look into both companies"
X Link 2024-10-11T16:47Z [---] followers, [--] engagements

"@rubicon59 $hims $app. Two gifts I hope this isnt like Bronx tale where I only get [--] stocks in my lifetime"
X Link 2024-10-12T17:44Z [---] followers, [----] engagements

"@KyleAdamsStocks @InvestorMexican You sold $hims"
X Link 2024-10-12T22:31Z [---] followers, [---] engagements

"@KyleAdamsStocks @InvestorMexican I understand. I love talk too great setup going into election as people need to schedule mental health checks. If trump wins would be big q1 tailwind. I just dont like talk management as much as Hims. They are much older as less in touch with younger generation"
X Link 2024-10-12T23:23Z [---] followers, [---] engagements

"@NanndiAkash @boywiththeROI definitely concerning. check out hersweight loss on reddit to feel bullish again"
X Link 2024-10-13T07:31Z [---] followers, [--] engagements

"@TaoistTrader @mktoperative Id much rather invest in hims but this was guarantee today. [--] hours of work I just made on a guarantee. What a feeling"
X Link 2024-10-14T13:57Z [---] followers, [--] engagements

"@presidential01 Holy shit incredible. Retirement at 100"
X Link 2024-10-14T15:08Z [---] followers, [---] engagements

"@presidential01 One of the greatest tricks the capitalists pulled when saying retirement is boring. Retirement to me is just being able to do whatever I want whenever I want. Can manage portfolio travel literally whatever"
X Link 2024-10-14T15:12Z [---] followers, [---] engagements

"@presidential01 I dont think this stock can take me to retirement but Im probably one more away after this one explodes to financial freedom/retirement. 4k shares now. Will get up to 100k dollars worth day before earnings"
X Link 2024-10-14T15:13Z [---] followers, [--] engagements

"$hims is the only stock with upgrades mid day. This is my conspiracy side of investing but I see this as a way to supress the stock because they know q3 will be huge last chance to get in"
X Link 2024-10-14T16:51Z [---] followers, [---] engagements

"@KyleAdamsStocks @DividendDude_X completely disagree talk ev/gp [---] on 30% rev growth hims ev/gp [---] on 70% rev growth along as gaap profitable fcf positive and the bigger more established name"
X Link 2024-10-15T01:13Z [---] followers, [---] engagements

"@KyleAdamsStocks @DividendDude_X do you think talk will outpace hims in revenue growth next year"
X Link 2024-10-15T01:20Z [---] followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:


Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:


Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:


Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:


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