@alexcapital01 Avatar @alexcapital01 Alex Capital

Alex Capital posts on X about $sofi, $pypl, $zeta, company 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 83.72% finance 38.76% technology brands 18.6% cryptocurrencies 12.4% financial services 1.55% countries 0.78% gaming 0.78% products 0.78%

Social topic influence $sofi #189, $pypl #2474, $zeta #62, company 11.63%, ceo #2884, $lmnd 10.85%, $hims #199, ratio 7.75%, this is 7.75%, in the 6.98%

Top accounts mentioned or mentioned by @anthonynoto @deangilles15352 @wealthmatica @mehtasdeepak @investingvisual @techinvestor20 @sofi @andie_lance @wallstregard @r1chardmaur1ce @theraymyers @dsteinberg10000 @theronnievshow @davisc15 @endicottinvests @samsolid57 @qualityinvest5 @markjohnson80 @oguzerkan @watcherguru

Top assets mentioned RAI Finance (SOFI) PayPal Holdings Inc (PYPL) ZetaChain (ZETA) Lemonade, Inc. (LMND) Hims & Hers Health, Inc. (HIMS) ODDITY Tech Ltd (ODD) Oscar Health, Inc. (OSCR) Duolingo, Inc. (DUOL) Robinhood Markets, Inc. (HOOD) Alphabet Inc Class A (GOOGL) Nebius Group N.V. Class A Ordinary Shares (NBIS) TransMedics Group, Inc. Common Stock (TMDX) Adobe, Inc. (ADBE) SoFi Technologies, Inc. Common Stock (SOFI) SPDR S&P [---] ETF Trust (SPY) Palantir Technologies Inc. (PLTR) Snap, Inc. (SNAP) Shopify Inc (SHOP) Crocs, Inc. (CROX)

Top Social Posts

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

"Happy PSU-day $SOFI just hit $25. From now on the stock has to average $25 in the next [--] days (before Jun [--] 2026) in order for the PSU to be awarded to SoFi's CEO Anthony Noto"
X Link 2025-08-22T15:07Z [----] followers, [----] engagements

"$DUOL is now trading at its lowest P/FCF valuation ever. For a company expected to grow its FCF by +32% over the next three years this looks cheap"
X Link 2026-01-13T13:45Z [----] followers, [----] engagements

"I've decided to initiate a position in Oddity Tech ( $ODD ). This is a relatively small ($2B Market Cap) profitable company growing at 24% and expected to grow revenue and EPS by +21% and +14% CAGR respectively over the next three years. The stock is down -17% in the last month and -52% in the last [--] months which is why the valuation is attractive : a forward P/S of 2.4x for a company expected to grow by 20% https://twitter.com/i/web/status/2011896101578948747 https://twitter.com/i/web/status/2011896101578948747"
X Link 2026-01-15T20:19Z [----] followers, [----] engagements

"Since [----] $DUOL has scaled revenue at a 42% CAGR while Free Cash Flow (FCF) has skyrocketed by 187% CAGR. The market cap Merely doubled"
X Link 2026-01-16T17:13Z [----] followers, [----] engagements

"I've added to my $ZETA position today. βœ…"
X Link 2026-01-29T21:48Z [----] followers, [----] engagements

"$SOFI just dropped a massive outlook for 2026: - Revenue Growth: 30% YoY - Adjusted EBITDA: $1.6B (52% growth) - Diluted EPS: $0.60 https://twitter.com/i/web/status/2017212668692590979 https://twitter.com/i/web/status/2017212668692590979"
X Link 2026-01-30T12:25Z [----] followers, [----] engagements

"$SOFI delivered another great quarter. βœ… - 37% YoY revenue growth - 1M new members - $0.13 of EPS"
X Link 2026-01-30T12:28Z [----] followers, [----] engagements

"$SOFI sandbagged their guidance once more. Until [----] they expect a Revenue CAGR of at least 30% () and a EPS CAGR of 38% to 42%. https://twitter.com/i/web/status/2017218242406645809 https://twitter.com/i/web/status/2017218242406645809"
X Link 2026-01-30T12:48Z [----] followers, 11.7K engagements

"And $SOFI goes red. I love the stock market. πŸ˜…"
X Link 2026-01-30T14:42Z [----] followers, [----] engagements

"$ZETA $SOFI $ODD $PYPL $HIMS Are all buys at today's prices"
X Link 2026-01-30T18:01Z [----] followers, [----] engagements

"$SOFI's Home Loans could be the hidden growth driver in the near future: "Within our own member base about 90% of those that have home loans have them with other institutions. As rates come down and many of these members look to refinance we'll be in a prime position to win that business." https://twitter.com/i/web/status/2017334738210459840 https://twitter.com/i/web/status/2017334738210459840"
X Link 2026-01-30T20:30Z [----] followers, [----] engagements

"@DeanGilles15352 $ZETA is not an easy business to understand. It took me a while to do so. The company is undervalued but for a good reason: their 1P data is under pressure following a lawsuit. Still need to do more research about $ODD too but it's a great business"
X Link 2026-01-31T17:15Z [----] followers, [---] engagements

"PayPal $PYPL reports its earnings this Tuesday before the market. Valuation aside personally I will assess if I still want to own this company. I like the company the management the turnaround story recent innovations the capital allocation recent partnerships and the valuation. Let me be clear PayPal is not behaving like a dead company at all. But if further growth is in jeopardy all of these don't matter. The market will punish you even more. Most importantly I want better communication from the management team. If they can't translate agentic commerce PayPal World Ads into revenue I won't"
X Link 2026-02-01T21:26Z [----] followers, [----] engagements

"Is $PLTR about to make history. again Analysts expect 62% YoY revenue growth for Q4. That would match their all-time record (since going public in 2020) set just last quarter"
X Link 2026-02-02T13:14Z [----] followers, 11.2K engagements

"When not if $ZETA becomes profitable make sure institutional ownership is going to climb even more. BREAKING: Vanguard buys more $ZETA shares. Latest 13F documents released on Jan 29th indicate Vanguard added over [--] million shares. - Added: +1.32 million shares - Increased Position: +6.1% - Ownership: 10.15% Small for Vanguard but more institutional ownership is BULLSIH. https://t.co/1KYUHqZ1O0 BREAKING: Vanguard buys more $ZETA shares. Latest 13F documents released on Jan 29th indicate Vanguard added over [--] million shares. - Added: +1.32 million shares - Increased Position: +6.1% -"
X Link 2026-02-02T16:16Z [----] followers, [----] engagements

"Not a good quarter even worse guidance. $PYPL"
X Link 2026-02-03T12:07Z [----] followers, [----] engagements

"New CEO for $PYPL. 🀯"
X Link 2026-02-03T12:10Z [----] followers, [----] engagements

"I was completely wrong on $PYPL. This quarter was a pure disaster"
X Link 2026-02-03T12:16Z [----] followers, [----] engagements

"In two quarters only PayPal ( $PYPL ) went from an exciting turnaround story to a complete disaster"
X Link 2026-02-03T12:24Z [----] followers, 10.2K engagements

"So we really got: - A double miss. - Negative growth in [----]. - CEO Alex Chriss leaving. And on top of that Jamie Miller as interim CEO. $PYPL"
X Link 2026-02-03T12:30Z [----] followers, 10.7K engagements

"PayPal ( $PYPL ) is now a $39B company. At this price some players might want to acquire them"
X Link 2026-02-03T14:35Z [----] followers, 16.8K engagements

"@wall_st_regard I am not really talking about the valuation. More about what PayPal is and has. 439M users that's not nothing. Someone might be interested"
X Link 2026-02-03T15:55Z [----] followers, [----] engagements

"$DUOL is expected to grow its FCF by 24% CAGR () until [----]. Yet the stock is now trading at a record 8% forward FCF yield (12x FCF). The green bird is getting very attractive"
X Link 2026-02-04T13:04Z [----] followers, [---] engagements

"I'm currently negative YTD due to some of my biggest positions being down hard ( $SOFI $ZETA $PYPL ). Am I stressing No. I know what I own and why I own it"
X Link 2026-02-04T13:53Z [----] followers, [----] engagements

"Where was I wrong on $PYPL This might be my last post on this company as I've completely sold my position. Let's start with the positive. Positive: - I didn't make it my #1 position. As simple as that. - Management clearly didn't tell us the truth so I couldn't avoid this disaster Q4. The Q3 earnings were still great but there were signs management was very cautious. Negative: - When your 'innovations' don't translate in revenue or revenue expectations something must be off. When you refuse to mention it during multiple earnings calls that's a first red flag. - A turnaround story can take a"
X Link 2026-02-04T15:34Z [----] followers, [----] engagements

"$SNAP is a profitable company. 🀯 $SNAP (Snap) #earnings are out: https://t.co/g4X5qXobb0 $SNAP (Snap) #earnings are out: https://t.co/g4X5qXobb0"
X Link 2026-02-04T21:22Z [----] followers, [----] engagements

"This was such a painful question asked by Dan Dolev on the $PYPL Earnings Call. It almost sounded like defeat"
X Link 2026-02-05T17:15Z [----] followers, [----] engagements

"$ZETA sub $15 after-hours. Who is buying the dip of the dip of the dip"
X Link 2026-02-05T21:59Z [----] followers, [----] engagements

"$SOFI insider buy $SOFI We have an insider buy from one of the EVPs https://t.co/uigkTjwLan $SOFI We have an insider buy from one of the EVPs https://t.co/uigkTjwLan"
X Link 2026-02-06T08:02Z [----] followers, [----] engagements

"Is the market aware that $ZETA will grow 34% in [----] yet is only trading at 2.47x [----] Sales"
X Link 2026-02-06T13:10Z [----] followers, [----] engagements

"@R1chardMaur1ce I respectfully disagree"
X Link 2026-02-06T16:48Z [----] followers, [---] engagements

"A must watch for every $SOFI investor. πŸ‘‡πŸΌ Great interview. We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply πŸ‘‡ https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply πŸ‘‡ https://t.co/gwmlNCqMOM"
X Link 2026-02-06T23:09Z [----] followers, [----] engagements

"@TheRayMyers $ZETA"
X Link 2026-02-10T19:48Z [----] followers, [----] engagements

"$HOOD reports its Q4 earnings after the market closes. Analysts expect 32% YoY revenue growth ($1.34B in revenue) and $0.64 in EPS"
X Link 2026-02-10T20:38Z [----] followers, [----] engagements

"Save the date. 🚨 $ZETA reports its earnings in exactly two weeks. Our 4Q and full-year [----] financial results will be announced on Tuesday February [--] after market close. Join the live webcast that day at 4:30pm ET to hear from our Co-Founder Chairman and CEO @dsteinberg10000 and CFO Chris Greiner. https://t.co/zrJfnWDpDx Our 4Q and full-year [----] financial results will be announced on Tuesday February [--] after market close. Join the live webcast that day at 4:30pm ET to hear from our Co-Founder Chairman and CEO @dsteinberg10000 and CFO Chris Greiner. https://t.co/zrJfnWDpDx"
X Link 2026-02-10T21:25Z [----] followers, [---] engagements

"@wealthmatica @TheRonnieVShow @Davis_C15 @EndicottInvests @samsolid57 @QualityInvest5 Let's go Can't wait"
X Link 2026-02-11T00:12Z [----] followers, [---] engagements

"$SHOP down -8% today after a splendid Q4. I guess valuation matters in this market after all. πŸ€·πŸΌβ™‚"
X Link 2026-02-11T20:19Z [----] followers, [---] engagements

"@mehtasdeepak David Steinberg will make things clear in less than two weeks. $ZETA is just getting started and shouldn't be trading this low"
X Link 2026-02-11T23:41Z [----] followers, [---] engagements

"$NBIS reports its earnings today. Last quarter was a strong quarter paired with an incredible [----] guidance : - expected ARR to be between $7B and $9B - contracted power = 2.5GW - connected power = [---] MW-1 GW The stock is currently trading at 6x [----] revenue. To me I want to see the same execution as last quarters and a clear path to profitability in 2027/2028. https://twitter.com/i/web/status/2021877529691226412 https://twitter.com/i/web/status/2021877529691226412"
X Link 2026-02-12T09:22Z [----] followers, [----] engagements

"Forget double-digit revenue growth exciting businesses and disruptors. Apparently the market just wants a -14% YoY revenue decline. $CROX is up +19% today"
X Link 2026-02-12T20:48Z [----] followers, [---] engagements

"@Mark_Johnson80 @InvestingVisual Dear God. πŸ˜…"
X Link 2026-02-13T11:04Z [----] followers, [--] engagements

"$ZETA's total customer count and average revenue per customer continues to climb to new highs. I expect that the Athena deployment will attract a lot more customers in the next quarters"
X Link 2026-02-13T16:54Z [----] followers, [----] engagements

"@oguzerkan You should take a look at $ODD Oguz. They might be the better play. https://x.com/i/status/2021730462788387243 Why Oddity Tech's ( $ODD ) METHODIQ could be HUGE. Just like $HIMS $ODD wants to "transform a broken medical care system." Ineffective drugstore products inconvenient expensive doctor visits. Methodiq aims to solve this broken system. πŸ‘‰πŸΌ In Q4 [----] $ODD officially launched https://t.co/abbMcwSIcC https://x.com/i/status/2021730462788387243 Why Oddity Tech's ( $ODD ) METHODIQ could be HUGE. Just like $HIMS $ODD wants to "transform a broken medical care system." Ineffective"
X Link 2026-02-13T00:31Z [----] followers, [---] engagements

"$ZETA is now down -33% in the last month and is now trading at 2.3x [----] Sales. While [----] will be the year of: - Profitability - Athena deployment - 34% revenue growth - SBC coming down"
X Link 2026-02-11T17:48Z [----] followers, 11.3K engagements

"For all the $HIMS investors that sold their position since last week: take a look at $ODD. You won't be disappointed. πŸ‘‡πŸΌ https://x.com/i/status/2021730462788387243 Why Oddity Tech's ( $ODD ) METHODIQ could be HUGE. Just like $HIMS $ODD wants to "transform a broken medical care system." Ineffective drugstore products inconvenient expensive doctor visits. Methodiq aims to solve this broken system. πŸ‘‰πŸΌ In Q4 [----] $ODD officially launched https://t.co/abbMcwSIcC https://x.com/i/status/2021730462788387243 Why Oddity Tech's ( $ODD ) METHODIQ could be HUGE. Just like $HIMS $ODD wants to"
X Link 2026-02-13T16:24Z [----] followers, [----] engagements

"I believe people are underestimating $SOFI's guidance. They expect $0.60 in EPS for FY'26 (= +53% EPS growth compared to FY'25). The stock is currently valued at a 53x Earnings multiple which means that $SOFI is currently trading at a PEG ratio of exactly [--]. For a company known for its sandbagging growing revenues at 30% and EPS at 40% until [----] that's seems like a good deal to me. https://twitter.com/i/web/status/2019423634972901608 https://twitter.com/i/web/status/2019423634972901608"
X Link 2026-02-05T14:51Z [----] followers, [----] engagements

"$ODD is quietly compounding at an elite level. Management has consistently committed to a "20/20" long-term algorithm: 20%+ revenue growth and 20% adjusted EBITDA margins. IMO the stock is cheap at a Forward P/S of 1.77x"
X Link 2026-02-10T13:18Z [----] followers, [----] engagements

"3) Adobe - $ADBE YTD stock performance: -24% - [----] expected revenue growth: +10% - Forward P/E: 11x - Forward EV/EBITDA: 8x - Forward P/FCF: 10x https://twitter.com/i/web/status/2023143840761475475 https://twitter.com/i/web/status/2023143840761475475"
X Link 2026-02-15T21:14Z [----] followers, [---] engagements

"Why Oddity Tech's ( $ODD ) METHODIQ could be HUGE. Just like $HIMS $ODD wants to "transform a broken medical care system." Ineffective drugstore products inconvenient expensive doctor visits. Methodiq aims to solve this broken system. πŸ‘‰πŸΌ In Q4 [----] $ODD officially launched METHODIQ a telehealth platform that takes their "tech-first" playbook into the medical field. What is METHODIQ METHODIQ is a telehealth platform that treats acne eczema and hyperpigmentation without the need for an in-person doctor visit. It is an entirely remote data-driven experience that combines AI-powered diagnosis"
X Link 2026-02-11T23:37Z [----] followers, [----] engagements

"$NBIS CEO about raising capital: "We are very pleased with our healthy balance sheet including $3.7 billion of cash which places us in a great position for implementing our [----] and future growth plans." "Achieving our first quarter of positive operating cash flow in Q4 further boosted liquidity." "We will maintain a disciplined approach to raising capital. We see strong appetite from financing partners and investors and have a broad range of financing options available for [----] and beyond including corporate debt asset-backed financing and our unused at-the-market equity program.""
X Link 2026-02-12T12:16Z [----] followers, 11K engagements

"@InvestingVisual This is beyong ridiculous. I hope this doesn't inspire Belgium to do the same. Good luck to you all. Taxing people who take some risk with their own money should not be taxed by this much"
X Link 2026-02-13T08:56Z [----] followers, [----] engagements

"These high-growth companies are getting crushed YTD but the fundamentals tell a different story. Here are my top picks currently on sale. πŸ‘‡πŸΌ 1) Zeta Global Holdings - $ZETA - YTD stock performance: -24% - [----] expected revenue growth: +34% - Forward P/S: 2.2x https://twitter.com/i/web/status/2023143820016423382 https://twitter.com/i/web/status/2023143820016423382"
X Link 2026-02-15T21:14Z [----] followers, [---] engagements

"2) Duolingo - $DUOL - YTD stock performance: -35% - [----] expected revenue growth: +22% - Forward P/S: 4.1x - Forward P/FCF: 10.5x - Forward P/E: 26x https://twitter.com/i/web/status/2023143830510342242 https://twitter.com/i/web/status/2023143830510342242"
X Link 2026-02-15T21:14Z [----] followers, [---] engagements

"4) Oddity Tech - $ODD - YTD stock performance: -30% - [----] expected revenue growth: +20% - Forward P/S: 1.65x - Forward P/E: 11x - Forward EV/EBITDA: 7x https://twitter.com/i/web/status/2023143848965255511 https://twitter.com/i/web/status/2023143848965255511"
X Link 2026-02-15T21:14Z [----] followers, [---] engagements

"5) SoFi Technologies - $SOFI - YTD stock performance: -25% - [----] Expected revenue growth: +30% - Forward P/S: 5.4x - Forward P/E: 32x https://twitter.com/i/web/status/2023143859262226502 https://twitter.com/i/web/status/2023143859262226502"
X Link 2026-02-15T21:14Z [----] followers, [---] engagements

"$SOFI vs Chime. Chime targets a [----] billion dollar valuation IPO. Here is the revenue for both companies. SoFi has much higher revenue for the last [--] years. Chime also just turned profitable for the first time ever in Q1 '25. If the IPO goes through at that valuation Chime will be priced at [--] times [----] sales. $SOFI is currently priced at [--] times [----] sales which is a 14% discount to Chime's valuation. Based on this valuation metric $SOFI should be a $15 stock"
X Link 2025-06-02T18:52Z [----] followers, [----] engagements

"$SOFI should be at least a $20 stock. Here is why: $SOFI FY2024 EPS came in at $0.15. Management expects FY2025 EPS to come at $0.27 to $0.28. Noto and his team are probably sandbagging these numbers. I believe they will hit $0.30 of EPS for the year. This is a 100% EPS growth in one year When looking at the PEG ratio (the P/E that factors in the growth) SoFi is very undervalued. A PEG ratio of [--] means the company is fairly valued when factoring in the growth. $SOFI current PE sits at [--]. 80/100 = [----] is the current PEG ratio which means SoFi is undervalued. A management that consistently"
X Link 2025-06-03T15:55Z [----] followers, [----] engagements

"@Tech_Investor20 The stock will pop in the next few days. Shorts are holding this down. This acquisition is very positive for the company and what they are trying to achieve. A very excited and patiented $HIMS shareholder"
X Link 2025-06-03T18:17Z [----] followers, [----] engagements

"@WatcherGuru Is this Love Island or the White House Wtf"
X Link 2025-06-05T16:18Z [----] followers, [----] engagements

"@KobeissiLetter Completely childish. We're talking about the most powerful man on earth and the most wealthy one behaving like kids"
X Link 2025-06-05T18:41Z [----] followers, [----] engagements

"Analysis of European fintech giant Revolut: why players like $SOFI could benefit from Revolut's IPO. What UK-based fintech Revolut offers: - Multi-currency accounts and debit cards - International money transfers - Budgeting and savings tools - Investment options - Insurance and travel perks - Credit products (personal loans BNPL) Members: Revolut grew their members from 11M in [----] to 52.5M in [----] A quick check on their website show us that they count 55M members globally. Financials: Revolut grew their revenue from 638M in [----] to 3.1B in [----]. That's a 69% CAGR. Impressive. When looking"
X Link 2025-06-08T20:00Z [----] followers, 28.7K engagements

"The boss @anthonynoto working his way to 50M members by [----]. Brilliant move by $SOFI. This is how you attract members. $SoFi APY Boost called it https://t.co/5J6LBpncGG $SoFi APY Boost called it https://t.co/5J6LBpncGG"
X Link 2025-06-10T13:09Z [----] followers, [---] engagements

"@TheLongInvest $HIMS is a long term play. Patience people. Buying a stock and hoping it goes up +30% in one week is not the right strategy"
X Link 2025-06-10T16:49Z [----] followers, [----] engagements

"$SOFI : SoUndervalued I compared $SOFI with two fintech competitors who will IPO this year ( $CHYM tomorrow and Revolut late [----] / early [----] ). Both analyses showed that $SOFI is undervalued on a P/S ratio. I used Peter Lynchs approved PEG ratio to value SoFi. Guess what Undervalued as well. The question is: for how long Let's analyze $SOFI to their closest competitors and let's take $HOOD as well. P/S ratio: - $AFRM = 6.49x - $LC = 1.49x - $UPST = 7.37x - $HOOD = 20.48x - $CHYM = 6.5x - $SOFI = 5.85x Apart from $LC (revenue growth was flat from Q4 [----] to Q1 2025) $SOFI looks to be"
X Link 2025-06-11T12:04Z [----] followers, [----] engagements

"@DataDInvesting They say markets are always forward-looking but on $SOFI they are completely off the mark. They can't value it correctly. They can't reward the growth and the guidance beats. They can't understand that $SOFI lends to high quality borrowers. It just blows my mind"
X Link 2025-06-11T14:35Z [----] followers, [----] engagements

"$SOFI got a brand new buy rating with a $20 price target mentioning SoFi's funding advantage superior customer-acquisition model diversified growth platform and productivity loop. A honest rating finally"
X Link 2025-06-11T21:28Z [----] followers, [----] engagements

"$HIMS Another proof of why you shouldn't blindly follow analyst ratings. What changed in [--] months for them to increase their price target by 100% Their $25 price target was on the 11th of April when the stock was trading at $27. The stock price should be the last metric to look at when valuing a company but these analysts are using it as their #1 metric. 🚨 BREAKING: JEFFERIES DOUBLES $HIMS PRICE TARGET FROM $25 TO $50 🚨 BREAKING: JEFFERIES DOUBLES $HIMS PRICE TARGET FROM $25 TO $50"
X Link 2025-06-12T23:06Z [----] followers, 17.6K engagements

"I believe that $SOFI is the perfect example of a company that Peter Lynch would have owned. $SOFI is a rapid growing company in a slow growing industry. The type of investment Peter Lynch seeked. This is $SOFI's revenue growth since going public in 2021: 2021: +74% 2022: +59% 2023: +34% 2024: +26% For [----] they expect to grow revenue by 24%-27%. Earnings as a result are growing rapidly. $SOFI expects approximately 100% EPS growth this year [----] ($0.15 EPS in [----] and $0.27-$0.28 EPS for FY2025). As Peter Lynch explained in the video: you don't have to buy $SOFI in the first inning. You can"
X Link 2025-06-15T21:39Z [----] followers, 13.1K engagements

"People are acting like $SOFI isn't a tech company as if there isn't Technologies in 'SoFi Technologies'. It all comes down to perception and comparison: - perception about banks being slow not tech-driven and relying on loans. - comparison with other fintechs who might be quicker in product launching (like $HOOD). Banking as a whole will stay the same. A loan will stay loan and interest will always be interest. This is the end or desired outcome (selling more loans member growth a higher NII etc.). But it's in the means that lies the difference. The means refers to the methods tools and"
X Link 2025-06-16T20:22Z [----] followers, [----] engagements

"$SOFI is incentivizing home loans knowing the FED will cut rates soon (probably in september). They could see a boom in demand once rates are cut. Getting (new) customers to take a home loan means these customers will be stuck in $SOFI's ecosystem for years. Great incentive by @SoFi. @anthonynoto this is the path to 50M members by [----]. $SoFi New sweepstakes https://t.co/suND7YMIVh $SoFi New sweepstakes https://t.co/suND7YMIVh"
X Link 2025-06-17T07:10Z [----] followers, [----] engagements

"New Hers' product and excellent marketing. This will certainly help some women out here. By putting their patients first $HIMS is executing their strategy at a high level. 🚨 BREAKING: $HIMS LAUNCHES PRESCRIPTION GUMMIES UNDER HERS BRAND CEO ANDREW DUDUM CALLS THE PRODUCT "A SMALL GLIMPSE INTO THE FUTURE OF HEALTHCARE" https://t.co/SxDyIdttUB 🚨 BREAKING: $HIMS LAUNCHES PRESCRIPTION GUMMIES UNDER HERS BRAND CEO ANDREW DUDUM CALLS THE PRODUCT "A SMALL GLIMPSE INTO THE FUTURE OF HEALTHCARE" https://t.co/SxDyIdttUB"
X Link 2025-06-18T11:32Z [----] followers, [----] engagements

"$SOFI The best friend of my girlfriend came visiting us in my country (). He currently lives in the States in Philadelphia. Of course I had to ask him what bank he is using. Turns out that he uses TD as his main bank. I checked the APY for TD Bank and it's a shame: 0.02% for a savings and 0.01% for a checking account. When I told him that with $SOFI he can get a 3.80% APY on his savings and 0.50% on his checking account he couldn't believe me. When I showed him the website he told me: "A bank that pays its clients that exists ". He couldn't believe his eyes. Next week he goes back to America"
X Link 2025-06-21T19:37Z [----] followers, [----] engagements

"$SOFI on a quiet little run lately: +14% in a month and over $15. Last time we were at $15 the stock reached $18 in January. People thought we could go to $20 really quickly before the sell-off happened. The stock came down to $9.50 in April. $SOFI will release their earnings report on the 28th of July. I expect the stock to be over $18 again and at least $20 before the end of the year"
X Link 2025-06-24T08:24Z [----] followers, [----] engagements

"@himshouse Great response from @AndrewDudum which is what we want to from a CEO with a vision and mission. No new information about the allegations though"
X Link 2025-06-24T22:23Z [----] followers, [----] engagements

"The art of timing a sell-rating: presented to you by KWB's Tim Switzer. Tim Switzer put out [--] sell ratings on $SOFI this year alone: - 2nd of January : $SOFI' stock goes to $15 after a huge run in Q4 of [----]. Tim is not happy: $8 PT. Stock goes down -8% that day. - 27th of January : Tim Switzer reiterates his sell-rating just after $SOFI released its Q4 [----] results. - 4th of March : Tim Switzer reiterates his sell rating with a PT of $8. Same analysis same PT. April: $SOFI stock goes back to $9 due to a broad market sell-off. Tim is happy. He told us it would go to $9 - 15th of May : $SOFI"
X Link 2025-06-26T15:21Z [----] followers, [----] engagements

"Sold 50% of my $HOOD position yesterday. Very happy with a 130% gain in less than [--] months. At a P/S of [--] $HOOD's multiple valuation seems quite stretched to me. I used the gains to buy some more. $SOFI a company I'm more comfortable with"
X Link 2025-07-03T09:01Z [----] followers, [----] engagements

"@Tech_Investor20 With a market cap of $4B and revenues of $10B $OSCR is trading at a P/S of [----]. 🀯 In the last [--] years the P/S hasn't been higher than 0.8"
X Link 2025-07-03T20:45Z [----] followers, [----] engagements

"With the US markets being closed today I took some time to look at the companies in my watchlist whose stock prices have lagged the market this year. One of these companies is $PYPL. PayPal is down -10% YTD while S&P [---] is up +6% and I don't believe this is fair. 🧐 For [----] $PYPL expects: - Revenue growth of 7.5% YoY compared to [----]. - Gross Profit Growth of 5% or higher YoY. - EPS to grow between 6%-10% YoY. - Operating expensive: growing 50% of the gross profit growth = cost efficiency. - A strong buyback program of $6B worth of stock this year. At this pace it's about 7% of the total"
X Link 2025-07-04T17:59Z [----] followers, [----] engagements

"I recently started a position in $LMND. I view Lemonade as a long term play as they expect to become EBITDA profitable in [----]. What gets me excited is their In-Force Premium (IFP) growth acceleration. The last six quarters showed an acceleration of the IFP growth and this is not slowing down soon. For [----] they forecast a IFP growth of 28%. For [----] they forecast an even better IFP growth of at least 30%. $LMND recently reduced its reinsurance from 55% to 20%. Here is what Shai Wininger co-founder of Lemonade had to say: "This year we continued to reduce our reinsurance overhead which is a"
X Link 2025-07-06T10:26Z [----] followers, [----] engagements

"Believe it or not after rallying +30% in a month $SOFI is still undervalued if you look at the PEG ratio. $SOFI expects EPS for [----] to be $0.27-$0.28. Last year's EPS was $0.15. Thats 87% EPS growth in one year The current $SOFI price is $18.57. Divide that by the [----] total EPS it gives us a forward PE ratio of [--]. 66/87 = [----]. As Peter Lynch would say: a PEG ratio below [--] means undervalued. If we apply a PEG ratio of [--] this means a stock price of $24. Knowing management will likely raise guidance the stock is still undervalued. SoFi went from SoUndervalued to Undervalued. It should have"
X Link 2025-07-06T21:00Z [----] followers, 38.8K engagements

"$SOFI: still undervalued after a +30% rise in one month. Believe it or not after rallying +30% in a month $SOFI is still undervalued if you look at the PEG ratio. $SOFI expects EPS for [----] to be $0.27-$0.28. Last year's EPS was $0.15. Thats 87% EPS growth in one year The current $SOFI price is $18.57. Divide that by the [----] https://t.co/zuSQeIjLUl Believe it or not after rallying +30% in a month $SOFI is still undervalued if you look at the PEG ratio. $SOFI expects EPS for [----] to be $0.27-$0.28. Last year's EPS was $0.15. Thats 87% EPS growth in one year The current $SOFI price is $18.57."
X Link 2025-07-06T21:08Z [----] followers, [----] engagements

"These graphs are simply lovely and made me even more bullish on the company. The numbers will continue to be even better as $LMND continues to leverage their AI capabilities for their policy sales and claim processing without human intervention. Right now 98% of all policy sales and 55% of claims are being processed by AI This means scalability and cost efficiency and it's what the numbers are showing us. I expect these to be even better in the following quarters. Insurance is being disrupted and it was about time. I recently started a position in $LMND. I view Lemonade as a long term play as"
X Link 2025-07-07T20:27Z [----] followers, [----] engagements

"I feel like $SOFI retail investors have really matured in a way. Back in the days every sell-rating from analysts would make the stock drop -5%. KBW put two biased sell-ratings in less than [--] days and the stock. has rallied from $16 to $20. Higher highs strong support-level and retail's confidence in SoFi's [----] guidance. The best is yet to come for $SOFI"
X Link 2025-07-10T12:13Z [----] followers, [----] engagements

"New day new $OSCR downgrade by a top-class Wall Street analyst. Don't let them fool you they are trying to scare out retail to buy shares at a cheaper price"
X Link 2025-07-14T11:44Z [----] followers, [----] engagements

"🚨 $OSCR INSIDER BUYING 🚨 Directors David Plouffe and Jeffery H. Boyd both added on the same day (10th of July)"
X Link 2025-07-15T20:11Z [----] followers, 180.2K engagements

"$ASML the -7% drop seems to be exaggerated to me. FY [----] looks strong with sales growth of 15% and a higher gross margin YoY. CEO Christophe Fouquet said they expect growth in [----] but they "can't confirm it yet due to increasing uncertainty driven by macro-economic and geopolitical developments" meaning they are a bit more cautious than what they said in Q1"
X Link 2025-07-16T09:03Z [----] followers, 15K engagements

"For those complaining about $OSCR's stock price: stocks go up and down. That's how the stock market works. If you believe in the company's fundamentals you shouldn't worry about short-term price action. In less than [--] weeks we will receive more information from the management about their [----] guidance. Be sure that they will address it during the earnings call. This will reduce uncertainty and the market will price $OSCR correctly - to its true worth"
X Link 2025-07-18T14:38Z [----] followers, 26.8K engagements

"What's more impressive $SOFI's CAGR member growth of 51% or Financial Services CAGR revenue growth of 182% since [----] SoFi's CEO @anthonynoto does not want to slow down that growth very soon: - he wants to reach 50M members by [----] which would mean a CAGR of 30% from now. - fee-based revenue belongs to the broader Financial Services revenue. Fee-based revenue currently accounts for 41% of total revenue. Noto wants to grow this part of the business significantly. He expects fee-based revenue to "well exceed 50% of the business going forward.""
X Link 2025-07-20T18:04Z [----] followers, [---] engagements

"This $LMND chart is what got me to initiate a position in Lemonade. The X community talks positive about it and. it's for a good reason. Gross and net loss ratio are trending down. In-Force Premium (IFP) and revenue are going up. Next to that I like a confident but cautious management that outperforms their own and analysts estimates. The last [--] quarters have been EPS beats. I believe that Daniel Schreiber is a great CEO and the right person to lead this company. πŸ‘‰πŸΌ What I am looking for during their Earnings Report (5th of August): revenue guidance. Lemonade recently renewed their"
X Link 2025-07-21T13:21Z [----] followers, [----] engagements

"As $GOOGL doesn't really provide guidance they have to prove themselves every single quarter; prove that Google Search still is very much alive even after losing market share to AI-powered search engines. $GOOG's stock is +15% the past month. Maybe investors are realizing that Google Search still is a dominant player in search and that this segment is growing 10% YoY. Or maybe investors saw Google's Gemini data which show no signs of slowing down. Google's ecosystem is stronger than ever and the market is not rewarding it"
X Link 2025-07-22T09:09Z [----] followers, [----] engagements

"Expect some volatility with $OSCR today. Today they announced their revised FY25 guidance. Let's compare it year-over-year to see the bigger picture: - Total Revenue: $12B-$12.2B (30-32% YoY) 🟒 - MLR: 86-87% (81% in 2024) πŸ”΄ - SG&A Expense Ratio: 17.1-17.6% (19% in 2024) 🟒 - Loss from Operations: (300M) - (200M) (Operating Income in '24 = $57M) πŸ”΄ - Ajusted EBITDA: loss of approximately $120 million less than the Loss from Operations (Ajusted EBITDA in [----] = $199M) πŸ”΄ Mixed results. We will see where the stock will end up today difficult to predict"
X Link 2025-07-22T12:16Z [----] followers, [----] engagements

"This may look like a coordinated attack on $OSCR by the Street (it's very subjective I agree). If you're in it for the long term this is noise. and an opportunity to add. ❗This could potentially be important news for $OSCR: Centene $CNC a major player in the ACA marketplace just reported their Q2 earnings and the results were disappointing due to temporary headwinds: reduction in the Marketplace risk adjustment revenue transfer estimate and increased Marketplace medical costs. $CNC's CEO Sarah London saved the stock during the call (it went from -15% before the earnings call to +6% at the"
X Link 2025-07-26T14:46Z [----] followers, [----] engagements

"$PYPL is one of the best risk/reward in the market right now. They raised their guidance and expect between $5.15 and $5.30 in EPS this year. Take the midpoint of that guidance multiply it by the current PE ratio of [----] (the lowest in years) and you can have a return of 15%. Now why is it down -15% Difficult to know after a triple beat on Tuesday. Is it because of Braintree's ( PayPal's Payment Service Provider) flat Total Payment Volume in Q2 They expect Braintree to return to growth in the second half of [----]. $PYPL has more upside dan downside at this point. Undervalued"
X Link 2025-08-01T19:10Z [----] followers, [----] engagements

"When your deposits are growing like this there is no need for customer funds. $SOFI's goal is to reach 50M members by [----] and this is the right way to do it. Well done Mr. Noto $SoFi is offering a 0.70% APY boost meaning you can get 4.50% APY for [--] months https://t.co/QX2B63NIwO $SoFi is offering a 0.70% APY boost meaning you can get 4.50% APY for [--] months https://t.co/QX2B63NIwO"
X Link 2025-08-05T08:12Z [----] followers, [----] engagements

"Lemonade $LMND with an amazing quarter - 147k new members added - In-Force Premium (IFP) exceeded $1B and grew +29% YoY - Gross profit of $64.3M increased by +109% YoY; Gross-profit margin at 39% vs 25% last year - TTM gross loss ratio at 70% () - Total Revenue grew 35% YoY Guidance is raised as well. βœ… πŸ‘‰πŸΌ Revenue guidance for the full year is raised to $710-$715M from $661-$663M in Q1 following their recent reinsurance renewal"
X Link 2025-08-05T11:14Z [----] followers, [----] engagements

"$LMND's revenue growth will outpace IFP's growth in the next quarters and it's all thanks to the reduction in quota share program (from 55% to 20%). The blue line is expected to outpace the purple one: Q3 IFP is expected to grow 29% YoY while revenue is expected to grow 35% YoY. For Q4: $LMND could bring in $213M in revenue representing a 43% YoY growth"
X Link 2025-08-10T10:32Z [----] followers, [----] engagements

"After the temporary 4.50% APY boost for new $SOFI members SoFi at Work gives employees the opportunity to gain a APY of 4.60%. Why would SoFi offer one of the highest APY's when their deposits are already skyrocketing There are two main reasons: [--]. Get as many members as they can in order to reach 50M by [----]. That is SoFi's CEO goal and it will require a 30% CAGR new added members from today. In the second quarter SoFi added their highest-ever number of members: 846k. I truly believe that APY offers like this will further increase the new member count. And why wouldn't it work out well for"
X Link 2025-08-11T10:51Z [----] followers, [----] engagements

"Which of these companies would you hold for [--] years You may one choose one. - $SOFI - $HOOD - $LMND - $TMDX - $HIMS - $OSCR - $PYPL - $NVO - $NBIS"
X Link 2025-08-11T22:26Z [----] followers, [----] engagements

"$HIMS CEO Dudum sold 660k shares but still has 24M shares. We will see how the market reacts to this. Will we see an overreaction Or a market that is smart enough to know that he sold a small piece of his 24M shares. According to $HIMS annual proxy Andrew Dudum held roughly 24.8M shares as of April [--] 2025: - [--------] Class A shares - [-------] Class V shares Since then he's sold some shares under 10b5-1 plans (pre-arranged stock trading plans) but according to my quick math still According to $HIMS annual proxy Andrew Dudum held roughly 24.8M shares as of April [--] 2025: - [--------] Class A"
X Link 2025-08-11T22:35Z [----] followers, [----] engagements

"And what a day it was today: +5% and +264% in a year. Congrats to every $SOFI investor who saw the true potential of a diversified fintech company. Congrats to everyone who stayed unbiased when analysts were scaring off bulls with fair value accounting and ridiculously low price targets. You were right from the beginning. $SOFI's short interest is finally going down. Shorties never short a company growing like this. The stock price will always follow the fundamentals. https://t.co/CwyK2Z7nii $SOFI's short interest is finally going down. Shorties never short a company growing like this. The"
X Link 2025-08-12T20:46Z [----] followers, 10.6K engagements

"Jim Cramer on $LMND: "Lemonade is your play here." Why @jimcramer why do this to us"
X Link 2025-08-13T10:03Z [----] followers, 13.6K engagements

"Lemonade $LMND short interest data came out As of the 31st of July 30% of the float is still short. What's their bear thesis I could think of these: The company is still not profitable. No real competitive advantage incumbents can easily replicate or lower their prices. Car insurance success yet to be proven. $ROOT has the advantage here with lower gross loss ratios. Sales and marketing expenses as a % of revenue is high (36% in Q2) πŸ‘‰πŸΌ My response (and bull thesis): The company is expected to achieve positive Adjusted EBITDA before the end of [----]. Operational leverage driven by AI and"
X Link 2025-08-13T11:18Z [----] followers, [----] engagements

"$LMND institutional ownership continues to rise and has reached an all-time high With an incredible Q2 and the recent surge in stock price I expect the trend to continue upwards"
X Link 2025-08-16T12:25Z [----] followers, [----] engagements

"Just saw that I nearly reached 1k followers When I reach that magical number I will share my portfolio allocation. A few surprises for sure in my portfolio. 😁 What stock/company do you think takes the biggest allocation of my portfolio $GOOG $LMND $TSM $SOFI $GOOG $LMND $TSM $SOFI"
X Link 2025-08-19T23:48Z [----] followers, 21.6K engagements

"$SOFI's CEO Anthony Noto posted two messages this week mentioning they are "just getting started". First one in lowercase second one in all caps. To me this sounds extremely bullish. Q2 shocked Wall Street. I think Q3 and Q4 are going to be as good if not better than the recent quarter"
X Link 2025-08-23T15:42Z [----] followers, [----] engagements

"$ZETA is cheap compared to its competitors. Yes even after the +21% appreciation in stock price this month. On a P/S basis $ZETA (blue line) is valued at 4x Sales while competitors like $ADBE and $CRM are valued at 6x Sales; $HUBS $TTD and $ORCL are all valued higher than 8x Sales. A higher P/S ratio means that these companies are growing revenues faster than $ZETA right πŸ‘‰Guess what They don't. $ZETA just grew Q2 revenue by +35% faster than any other competitor. Shouldn't $ZETA be the one to receive a higher multiple based on their revenue growth"
X Link 2025-08-25T09:58Z [----] followers, [----] engagements

"As expected $HIMS short interest is at an ATH. 🀯 Shorts are playing a dangerous game. $HIMS is still growing fast: they are expecting to grow Q3 revenue 6% sequentially and 44% YoY. 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW ALL-TIME HIGH - [--] MILLION SHARES SHORT - 39% OF FLOAT - DATA AS OF AUG [--] UTTER INSANITY 🀯 https://t.co/uOrHPzkYNU 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW ALL-TIME HIGH - [--] MILLION SHARES SHORT - 39% OF FLOAT - DATA AS OF AUG [--] UTTER INSANITY 🀯 https://t.co/uOrHPzkYNU"
X Link 2025-08-26T17:45Z [----] followers, [----] engagements

"Here it is: the one and only Alex Capital portfolio You guessed right $SOFI is my #1 position and by far. βœ… When did I buy these πŸ‘‡πŸΌ $SOFI: started buying in february [----] after. the Superbowl in the SoFi Stadium. I started to get interested in SoFi since then. It all started with a small position. But then the stock went down while the fundamentals were improving and that's when I added more and more shares. Anthony Noto had a plan from the start and I could see what he wanted to achieve. What I like about investing in stocks is that companies are led by humans. When I put my money in their"
X Link 2025-09-01T09:57Z [----] followers, 24.7K engagements

"$FUBO: the definition of a high risk/reward play"
X Link 2025-09-10T17:50Z [----] followers, [----] engagements

"$TMDX is one of my highest conviction plays for the next years. IMO this is more than just a company with a big MOAT and great financials. They are saving lives literally. The financials are strong: revenue is going up and to the right margins are improving and adding more $ to the bottom line. My concerns: - Gross margin has declined in the past but is coming back up. As the cost of sales is mainly related to Services (scaling up the logistics and aviation fleet) I think that this is not a real concern. Services revenue is up significantly: an impressive 160% CAGR since [----] - CEO talking"
X Link 2025-09-14T10:48Z [----] followers, [----] engagements

"$SOFI just aired a commercial during the Monday Night Football game between the Buccaneers and the Texans. SoFi x Josh Allen. You love to see it. 🏈"
X Link 2025-09-15T23:27Z [----] followers, [----] engagements

"Does this look like a 'no-moat' company $HIMS 🚨 BREAKING: MORNINGSTAR INITIATES COVERAGE ON $HIMS WITH A "NO-MOAT" RATING $25 PRICE TARGET alrighty then https://t.co/NwecbKQzGG 🚨 BREAKING: MORNINGSTAR INITIATES COVERAGE ON $HIMS WITH A "NO-MOAT" RATING $25 PRICE TARGET alrighty then https://t.co/NwecbKQzGG"
X Link 2025-09-17T18:56Z [----] followers, 26.2K engagements

"$PYPL only up 1% AH after this $GOOGL partnership. Looks like I'm going to increase my position in $PYPL tomorrow. $PYPL / $GOOGL GOOGLE AND PAYPAL TO FORGE MULTI-YEAR PARTNERSHIP Specifically called out in the presser: - Agentic Shopping and Commerce Experiences - PayPal will be one of the key PSP across products like Google Cloud Google Ads and Google Play. - PayPal will use Google AI https://t.co/LZl2yyempD $PYPL / $GOOGL GOOGLE AND PAYPAL TO FORGE MULTI-YEAR PARTNERSHIP Specifically called out in the presser: - Agentic Shopping and Commerce Experiences - PayPal will be one of the key PSP"
X Link 2025-09-17T22:14Z [----] followers, [----] engagements

"$PYPL is a FCF machine. Yes FCF growth YoY will be flat this year as PayPal expects between $6B-$7B in FCF. But they are planning to buy back $6B of stock this year alone and plan to use 70-80% of their FCF for share repurchases in the mid term. EPS is expected to grow double digits this year. With the recent $GOOGL x PayPal partnership TPV growth could get a significant boost. It looks like the market has given up on PayPal with a forward PE of 12x but I have not. $PYPL is one of the best risk/reward stocks in the market right now"
X Link 2025-09-18T12:58Z [----] followers, 24.4K engagements

"$PYPL's Shareholder Yield is at an all-time high (10%). Forward PE is 12x an all-time low. Less shares every quarter. Double digit EPS growth. Yes $PYPL the best risk/reward stock in the market"
X Link 2025-09-22T22:29Z [----] followers, 35K engagements

"Save the date. Another blowout quarter is coming. $SOFI SoFi will release its Q3 [----] earnings results on Tuesday October [--] at 7:00 AM ET with a conference call to follow at 8:00 AM ET. For additional details & to pre-register for the conference call & webcast please visit: https://t.co/7SyYKJXIbR SoFi will release its Q3 [----] earnings results on Tuesday October [--] at 7:00 AM ET with a conference call to follow at 8:00 AM ET. For additional details & to pre-register for the conference call & webcast please visit: https://t.co/7SyYKJXIbR"
X Link 2025-10-01T12:07Z [----] followers, [----] engagements

"S&P [---] past week performance: +1%. $SOFI's past week performance: -11%. So what is happening with $SOFI In one week we got: - a BTIG report on hugely increasing $UPST delinquencies. which turned out to be a calculation error. That report dragged $SOFI and other fintech lenders down significantly over the past week. - Personal loan origination slowdown in August. Slowdown in August yes if you compare it month-over-month to July. Year-over-year August PL originations is up +41% (). - The cherry on top: two analysts downgrades. Perfect timing of course. Even more when you know that it's"
X Link 2025-10-05T16:57Z [----] followers, [----] engagements

"$LMND's revenue is expected to accelerate significantly. Lemonade's management stated in Q2 that the yearly revenue growth will outpace the yearly In-Force Premium (IFP) growth in the next months as the company has reduced its quota share from 55% to 20%. The consensus among analyst estimates is $1.611B in revenue for [----]. This equals to a revenue CAGR of 50% (). Expect that blue line to increase even more in the next quarters"
X Link 2025-10-06T13:09Z [----] followers, [----] engagements

"$TMDX quick valuation. TransMedics targets a 30% operating margin by [----]. The current LTM operating margin sits at 14%. Revenue for FY2025 should be around $600M (guidance: $585M-$604M; 36% YoY growth). πŸ‘‰πŸ» Assuming a conservative 20% revenue growth until [----] revenue could reach $1.036B. Applying a 30% operating margin to that number gets us a $311M in operating profit. $TMDX operating and net profit margin are very close as the company has minimal interest expenses (this could change) thanks to the 1.50% Convertible Senior Notes due in [----]. Let's assume that the net margin expands to 25%"
X Link 2025-10-12T15:27Z [----] followers, [----] engagements

"Find yourself a lover that loves you as much as $PYPL and the $65-$70 range. $PYPL is the only stock down in my portfolio after a sell-rating from Goldman Sachs mentioning a lower [----] Transaction Margin growth than expected. My simple take : the Q3 earnings report is in two weeks. Alex Chriss will give us more information about PayPal's outlook. Wait & see"
X Link 2025-10-13T19:29Z [----] followers, [----] engagements

"$ZETA looks cheap to me right now. The company is currently valued at 4x Sales. For a company growing revenue 30% in the recent quarters and aiming to grow 20% until [----] the stock is not trading at a premium at all"
X Link 2025-10-17T14:54Z [----] followers, [----] engagements

"$LMND +12% on. no news Looks like some shorts are getting burned. And I like it"
X Link 2025-10-27T20:10Z [----] followers, [----] engagements

"Alex Chriss' opening words of $PYPL's Q3 earnings call reminded me of. $AMZN's shareholder letter when their stock price was down more than -80% in 2000"
X Link 2025-11-04T13:29Z [----] followers, 14.6K engagements

"$ZETA raised their FY'25 Guidance numbers: 🚨 - Revenue: they added $5M+ in revenue from their previous guidance (higher end). They now expect 27% YoY revenue growth. - Adj. EBITDA: they added $8M+ from their previous guidance. They now expect a 21.5% Adj. EBITDA margin. - FCF: they added $13M+ () from their previous guidance. This would account for a 70% YoY growth. Huge increase $ZETA Triple beat. βœ… https://t.co/AXK8CvcwwU $ZETA Triple beat. βœ… https://t.co/AXK8CvcwwU"
X Link 2025-11-04T21:29Z [----] followers, [----] engagements

"$LMND report their earnings tomorrow before the bell. Here is what to look for.πŸ‘‡πŸ» Q3 Guidance: - IFP: $1144M-$1147M - Revenue: $183M-$186M - GEP: $267M-$269M KPIs to monitor: - Premium per Customer: $402 in Q2. This has been trending upwards. Q1 '25 ppc was $396. I'm expecting an increase in ppc as the car segment is bringing in higher premiums. - Customers: 2.693.107 as of Q2. This was a 24% increase YoY. I'm expecting this to increase even more. - Gross Loss Ratio: the TTM Gross Loss Ratio was 70% which is in line with long term target. - Car segment: Q2 '25 IFP was $150M while the gross"
X Link 2025-11-04T21:54Z [----] followers, [----] engagements

"$LMND Guidance has been raised. βœ…"
X Link 2025-11-05T11:22Z [----] followers, [----] engagements

"Institutions keep on adding more and more of $LMND. πŸ“ˆ"
X Link 2025-11-07T16:27Z [----] followers, [----] engagements

"After $LMND's Q3 earnings call it became clear which KPI the management prioritizes: Gross Profit $. Here is what Lemonade's CEO Daniel Schreiber had to say about it during the Q3 earnings call: "Loss ratios always affect gross profit but not always as a simple counter movement whereby lower loss ratios yield higher gross profit. In reality the relationship is non-monotonic meaning that often a higher loss ratio will yield higher gross profit. Given the incredible price sensitivity in insurance each percentage reduction in price can often yield outsized returns in terms of conversion and"
X Link 2025-11-13T14:26Z [----] followers, [----] engagements

"I've seen some creators doing the same so I'm comfortable enough to share my [----] portfolio performance as well [----] was a great year for the @alexcapital01 portfolio. My main portfolio ended the year with a +64% performance - clearly beating the S&P [---] (+17%) which is my goal. My LEAPS portfolio was up +140%. Obviously I'm very happy with both performances. My main winners: - $SOFI - $TSM - $GOOGL / $GOOG (position exited) - $LMND - $HIMS (position exited) - $NBIS - $UNH (position exited) My main losers: - $PYPL I currently own [--] companies. I listen to all conference calls study every"
X Link 2026-01-02T16:13Z [----] 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