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@convexititties Avatar @convexititties Convexititties, CFA

Convexititties, CFA posts on X about $opad, $open, $hydtf, housing market the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence cryptocurrencies finance stocks nfts technology brands automotive brands

Social topic influence $opad, $open, $hydtf, housing market, $snbr, $cnc, $oscr, mortgage rate, mog, $4share

Top assets mentioned Open Custody Protocol (OPEN) Centene Corp (CNC) Oscar Health, Inc. (OSCR) Humana Inc (HUM) Molina Healthcare, Inc. (MOH) UnitedHealth Group (UNH) Elevance Health Inc (ELV) Bitcoin (BTC) Ethereum (ETH) Dogecoin (DOGE) Fart Coin (FART) Mog Coin (MOG) Pudgy Penguins (PENGU) Bonk (BONK) Shiba Inu (SHIB) Pepe (PEPE) SPX6900 (SPX) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) aelf (ELF) Tesla, Inc. (TSLA)

Top Social Posts #

Top posts by engagements in the last XX hours

"In a spectacular turn of events Centene $CNC is now +18% from the pre-market lows. Theres still hope for the Oscult. $OSCR"
@convexititties Avatar @convexititties on X 2025-07-25 12:35:50 UTC 2664 followers, 2886 engagements

"Let me make this nice and simple for you smooth brains. $OPAD peak EV / NTM rev multiple was 0.70x in October 2021. By the time it went public via SPAC in September of 2021 the CPI was X% and the housing market would peak shortly thereafter as mortgage rates rose sharply. That said $opad has never traded at a cyclical full multiple in my view. To that point $open traded as high as 5x in February 2021 during the housing boom. I ran the numbers to gauge the potential share price upside for $open and $OPAD at a range of EV / NTM revenue multiples from 0.5x-1.0x. Ill let the results speak for"
@convexititties Avatar @convexititties on X 2025-07-16 19:16:30 UTC 2667 followers, 1674 engagements

"There is $90K of Aug $10C sitting in open interest. There is also $70K of Aug $12.5C. Nothing on the put side. $SNBR Purple just reported solid results and noted that year-over-year revenue growth was tracking positive for the month of July. It also noted that demand has temporarily outpaced its ability to fulfill orders. $PRPL Sleep Number reports tomorrow morning. If management gives similar demand commentary I would expect a short squeeze to take place given XX% short interest"
@convexititties Avatar @convexititties on X 2025-07-29 21:57:45 UTC 2664 followers, XXX engagements

"No added commentary $OSCR $UNH $ELV $MOH $CNC $HUM $IHF"
@convexititties Avatar @convexititties on X 2025-07-15 14:48:26 UTC 2669 followers, 1898 engagements

"Meme coin returns since April 7th. $pengu has led the pack followed by $mog $spx6900 $bonk then $fart. Legacy meme coins $doge and $shib have underperformed $eth and $btc over this period. $pepe is a head scratcher as it has barely outperformed $eth over this period and it is the only meme stuck below its May high. I generally think of $Pepe as the second best meme besides $mog. That said I expect $pepe to outperform the pack over the next couple weeks running in a similar fashion as $bonk did in the first half of July"
@convexititties Avatar @convexititties on X 2025-07-17 18:08:17 UTC 2665 followers, 1334 engagements

"$open X dollar price target has hit. Id be really surprised if it keeps moving higher from here. Still think $OPAD will catch up but probably wise to cash in a little here"
@convexititties Avatar @convexititties on X 2025-07-21 15:47:52 UTC 2666 followers, 3554 engagements

"$open is running. Is $OPAD about to teleport back to $4/share $XXXX now"
@convexititties Avatar @convexititties on X 2025-07-18 14:06:32 UTC 2668 followers, XXX engagements

"Most of the shorts have a double digit cost basis. They had a great thesis that came to fruition but they got lazy/greedy and didnt close out their short positions as average trading volume dried up. Maybe it was a calculated risk and they assumed delisting was imminent. However Now the short interest ratio is XX days (but dropping as volume has recently picked up) and we have a real estate mogul president drum beating for rate cuts and a global liquidity surge thats just getting started fueling speculative bubbles. I think $OPAD runs to $5/share over the next couple months with upside"
@convexititties Avatar @convexititties on X 2025-07-09 15:49:47 UTC 2672 followers, XXX engagements

"Google trend data for the search term luxury mattress has been going up faster than bitcoin since April reaching the highest levels since 2020. And youre not buying Sleep Number stock at XX% short interest 0.1x sales 😂👍👌 The Street is at EPS of (0.17) for 2Q. Maybe Sleep Number prints $XXXX on Wednesday 🥺👉👈 $SNBR"
@convexititties Avatar @convexititties on X 2025-07-26 19:30:48 UTC 2664 followers, 2060 engagements

"My biggest fail so far in 2025 I swapped $HIMS at $XXXXX for $HYDTF at $XXXX. I was basically flat on my $HIMS position when I sold after a XXX month holding period. Since then: $HIMS +56% $HYDTF +14% Look at the $HIMS chart attached. I sold the literal bottom at $XXXXX. It has gone up in a straight line since. Impeccable. To be clear I didnt sell because Im bearish $HIMS but rather because I was more bullish on $HYDTF and could only go with one of the two since theyre both a play on the same theme. I still think that $HYDTF will have the better ROI in 2025 but damn that is some unlucky"
@convexititties Avatar @convexititties on X 2025-01-31 18:25:09 UTC 2664 followers, 5458 engagements

"Consider adding some mog coin to your portfolio. Just think of it as a hedge"
@convexititties Avatar @convexititties on X 2025-07-26 11:29:46 UTC 2665 followers, XXX engagements

"This is textbook bullish guys. Massive bull pennant breakout on extremely heavy volume with a successful retest of prior resistance. This is the move that weve been waiting X months for. Clear skies above. You know the fundamentals back it up too. $NURS $HYDTF"
@convexititties Avatar @convexititties on X 2025-07-10 20:19:51 UTC 2667 followers, 3458 engagements

"Good place to start nibbling at $elf in my opinion. Ideally it bases around the 200DMA at $99-100 for a month or so to fill out the right shoulder of this inverse h&s creating an attractive technical setup. Stock has a bullish 50/200 DMA crossover about a week ago. Look at employment tax receipts that the bullish starfish posts the economy is strong. Very attractive long setup imo"
@convexititties Avatar @convexititties on X 2025-07-16 14:09:26 UTC 2664 followers, XXX engagements

"$open is +25% in pre-market to $2.86/share. The stock is now 5.6x off its recent low of $0.51/share. $OPAD is +7% in pre-market to $2.29/share or 2.5x off its recent low of $0.91/share. The stocks were trading in lockstep largely until Friday when $open surged +36% and $OPAD was -4%. Why the sudden divergence My best guess is because $OPAD is more thinly traded and market makers were defending the $XXX expiration. The next options expiration for $OPAD isnt till Aug XX. Lets see if $OPAD starts to catch up again. Reiterate $X and $XX price targets for $open and $OPAD respectively"
@convexititties Avatar @convexititties on X 2025-07-21 11:09:27 UTC 2666 followers, 8016 engagements

"Rough numbers: 5000 orders/day at an AOV of $XXX suggests platform revenue of $22.5M/month. If I generously assume the merchants have an average gross margin of XX% thats a XX% COGS or $9M/month. If Hydreight can achieve a XX% gross margin on that thats $1.4M of gross profit/month. At XX% its $1.8M. In very rough numbers the VSDHOne platform could exit August at a $18M/yr gross profit run rate if its filling 5000 orders per day. Layer on growth and margin expansion VSDHOne could generate gross profits of $40M in 2026 in my view. With minimal overhead to the business model I dont see why that"
@convexititties Avatar @convexititties on X 2025-07-26 12:22:40 UTC 2669 followers, 5437 engagements

"The highs still arent in on $opad and $open btw"
@convexititties Avatar @convexititties on X 2025-07-24 14:28:36 UTC 2666 followers, 1598 engagements

"$opad wsb traders trying to wrap their heads around a pipe"
@convexititties Avatar @convexititties on X 2025-07-24 17:41:53 UTC 2664 followers, 1170 engagements

"HEAR ME OUT PLEASE For the last X quarters each time $TSLA has reported earnings the stock has moved +/- 20-30% over the following 5-10 trading days. Tesla current trades at $327/share. If the stock remains flat going into earnings on Wednesday evening a +20-30% move would result in a share price of $392-425 by 8/1. Meme stocks are ripping. Crypto is ripping. Tesla just reclaimed all of its major moving averages. Elon is sleeping at the office. The Trump breakup and EV credit termination have been digested. The setup is ideal. Tesla will give robotaxi data and it is all but guaranteed to be"
@convexititties Avatar @convexititties on X 2025-07-21 16:44:02 UTC 2672 followers, 6816 engagements

"$opad $10m PIPE at $2.10/$2.30 when stock trades at $XXXX is bullish and supports my thesis that this is not just a meme squeeze imo but what do I know Im just retarded. Lets see where the dust settles after the sell algos crush it first"
@convexititties Avatar @convexititties on X 2025-07-24 17:03:46 UTC 2664 followers, 1662 engagements

"$NURS.V $HYDTF forward P/E of 2.5x based on my calculations from managements loose unofficial guidance in a recent webinar. They are expected to give an update later this month regarding the new business vertical VSDHOne. Its a telehealth infrastructure and compliance-as-a-service play. They already have a client backlog. Its a recurring revenue commission-type business. Asset-light and highly scalable. $HYDTF is kind of like a middleman between retailers and drug manufacturers that ensures everything is compliant with state laws and regulations. Shopify of telehealth"
@convexititties Avatar @convexititties on X 2025-01-10 22:29:45 UTC 2667 followers, 44.8K engagements

"Sleep Numbers CFO resigned yesterday after X years. Not a red flag in my view as new CEO Linda Findley (joined in March) is likely building her own team. Looks like a strategic realignment not dysfunction. Also notable: $SNBR recently set out a goal of achieving $80100M of annualized cost savings relative to the 1Q25 run rate (20-25M/quarter). Yesterday it announced that it is on track to EXCEED this goal. At a XX% tax rate and 22.7M shares $100M of annual expense reductions would be a $XXXX annual EPS tailwind. 1Q25 annualized EPS was ($1.00). None of the WS analysts raised their estimates"
@convexititties Avatar @convexititties on X 2025-07-23 13:53:34 UTC 2664 followers, 3194 engagements

"There is no higher beta way to play a housing market rebound than $opad"
@convexititties Avatar @convexititties on X 2025-07-21 11:53:01 UTC 2671 followers, 2628 engagements

"Try to stay one step ahead of the market. Chasing $open or even $opad at these levels is not ideal. The thesis at least for me was that mortgage rates are heading lower one way or another which would support a rebound in housing market activity. Thats why I loaded $OPAD calls when the stock was $1/share. Now that a housing market rebound is becoming priced in you should be asking yourself what are the second or third order effects of a housing market rebound Heres how I think about it: Lots of homeowners are sitting on mountains of untapped home equity given the sharp rise in RE values since"
@convexititties Avatar @convexititties on X 2025-07-21 18:19:16 UTC 2667 followers, 24.9K engagements