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@danielisdizzy DanielSeveral stocks are being discussed, but $hims and $root are prominent. $hims recently reported record Q3 numbers, with revenue up XX% year-over-year, and is expanding its operations, including bringing compounding in-house and launching at-home lab testing. $root also reported strong Q3 results, with a growing customer base and improving algorithm allowing for lower premiums.
Social category influence stocks #4878 technology brands XXXXX% finance XXXXX% cryptocurrencies #913 fashion brands XXX% celebrities XXX% countries XXX% products XXX% automotive brands XXX%
Social topic influence $lmnd #72, $root #1, $hims #16, ai 13.51%, $amd #22, $nbis #33, insurance #249, $amzn #39, $orcl #97, open ai #667
Top accounts mentioned or mentioned by @stocksavvyshay @thelonginvest @patrickminnis24 @thexcapitalist @chaos2cured @allways_invest @mvcinvesting @bobbyanalytix @mrmikeinvesting @alc2022 @allwaysinvest @amitisinvesting @markrigdon @snafu_bit @yoki_sgn @sherwoodma63744 @saeed1567974 @grant_u61373 @carterfinn15 @joshclarke25
Top assets mentioned Lemonade, Inc. (LMND) The Root Network (ROOT) Hims & Hers Health, Inc. (HIMS) Advanced Micro Devices (AMD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Novo-Nordisk (NVO) Metadium (META) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) IREN Limited (IREN) UnitedHealth Group (UNH) Oscar Health, Inc. (OSCR) Duolingo, Inc. Class A Common Stock (DUOL) Broadcom, Inc. (AVGO) Bitcoin (BTC) Eli Lilly and Company (LLY) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) Palantir (PLTR) Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER) Shopify Inc (SHOP) Adobe, Inc. (ADBE) Netflix Inc (NFLX)
Top posts by engagements in the last XX hours
"My 3-year price targets: $AMD: $XXX $META: $1400 $AMZN: $XXX $HIMS: $XXX $NBIS: $XXX $LMND: $300"
X Link 2025-12-08T13:46Z 14.8K followers, 117.6K engagements
"As Larry Ellison explains there are two types of AI models: real-time models also called AI on the edge where you need ultra-low latency decisions (think autonomous driving or robotics) and models that dont need an immediate response like ChatGPT where the system has time to reason. Real-time models require local compute inside the device and these chips have nothing to do with the GPUs running in data centers. The AI-on-the-edge market is still largely untapped and its going to be a multi-trillion-dollar opportunity. I believe $AMD will be one of the biggest beneficiaries"
X Link 2025-12-12T17:07Z 14.8K followers, 151.7K engagements
"Some predictions: $AMZN will be a $10T company by 2030 $AMD will dominate inference from large-scale AI to AI on the edge $HIMS will offer the most valuable subscription in the world $NBIS will grow into a multi-hundred-billion-dollar company $LMND will become the biggest insurance player offering the lowest premiums on the market"
X Link 2025-12-12T17:16Z 14.8K followers, 40.5K engagements
"The AI accelerator market will exceed $1T by 2030. $AMD is set to capture a double-digit share of that market. By 2026 with the MI450 series (designed with OpenAI) and Helios the first rack-level AI solution $AMD will transition from a chip company to a full AI systems company. Finally $AMD will be able to compete head-to-head with $NVDA"
X Link 2025-12-14T21:03Z 14.8K followers, 12.4K engagements
"Starting to look like $BTC wont hit $250K by the end of 2025. Tom Lee has revised his outlook in recent weeks and now sees $BTC at $180K by the end of January. $BTC today: $86K ๐"
X Link 2025-12-15T19:46Z 14.8K followers, 181.4K engagements
"3/ How Telematics. $ROOT tracks driving via smartphonesacceleration braking speed distractionand uses it to price policies fairly. More data better insights smarter pricing"
X Link 2025-12-16T14:42Z 14.8K followers, XXX engagements
"These are the stocks I bought today: $HIMS $NBIS $AMD $NVO"
X Link 2025-12-12T21:11Z 14.8K followers, 11.6K engagements
"@mvcinvesting ASICs like $GOOGL TPUs will reach a market share of 2025% by 2030. For now no one prefers them over $NVDA GPUs"
X Link 2025-12-16T14:52Z 14.8K followers, XXX engagements
"Larry Ellison $ORCL explains that all AI models ChatGPT Gemini Grok whatever you name are trained on publicly available internet data. But to reach their peak value these models must be trained on publicly owned data. Proprietary data will become if it isnt already the most powerful moat of all. Thats why companies like $HIMS are destined to thrive. Which other companies will massively benefit from their proprietary data ๐"
X Link 2025-11-26T19:27Z 14.8K followers, 661.1K engagements
"If were really heading into a market correction $NVO is one of the easiest buys out there. Undervalued trading at just 12x forward earnings and paying a XXXX% dividend. The stock is back near 2020 levels yet revenues have more than doubled since then. Even if its losing some market share to $LLY $NVO remains one of the top X players in the GLP-1 market which currently has a $60B TAM and is expected to reach $150B by 2030. Insider buying is back in recent months. At these levels $NVO is an obvious buy all the negativity is already priced in"
X Link 2025-12-06T14:17Z 14.8K followers, 28.2K engagements
"$ORCL dropped XX% because the market thinks its too dependent on the $300B deal with OpenAI. Starting in 2027 OpenAI is supposed to pay Oracle $60B per year but many wonder how OpenAI will actually manage that. Co-CEO Clay Magouyrk says the risk for $ORCL is minimal: The infrastructure big AI players need is basically the same theres not a high degree of customization. Many different customers will need this type of infrastructure for many many years. Translation: even if OpenAI cant pay the full $300B $ORCL wont struggle to find new clients. Want to bet on AI winners Bet on the ones building"
X Link 2025-12-08T20:17Z 14.8K followers, 159K engagements
"8/ And $ROOT ambitions go beyond car insurance: Our goal remains to build the largest most profitable personal lines insurance carrier in the U.S"
X Link 2025-12-16T14:42Z 14.8K followers, XXX engagements
"@thexcapitalist $AMZN $NVO and $UNH are safe havens"
X Link 2025-12-16T14:48Z 14.8K followers, XXX engagements
"Elon says AI and robotics will cause massive deflation and that will solve the US debt problem. He explains: Deflation or inflation is the ratio of goods and services produced to changes in the money supply. If output grows faster than the money supply deflation occurs. With AI and robotics dramatically increasing production deflation is coming"
X Link 2025-12-16T14:54Z 14.8K followers, 10.6K engagements
"$HIMS just announced back-to-back acquisitions. Its still down XX% in the past month despite: Beating estimates Launching Labs Buying a painless blood testing company Expanding to Canada with the Livewell acquisition Being a $HIMS investor is a wild ride. Were wallet-proof"
X Link 2025-12-04T19:54Z 14.8K followers, 19.2K engagements
"$NBIS is worth $20B today. In just the past few months theyve locked in a $17.4B deal with $MSFT and a $3B deal with $META to provide cloud compute. More deals at this scale are coming. You definitely cant say that $NBIS is overvalued"
X Link 2025-12-15T21:34Z 14.8K followers, 27.1K engagements
"This portfolio will obliterate the market over the next X years: $HIMS $NBIS $LMND $AMD $OSCR"
X Link 2025-12-16T20:15Z 14.8K followers, 3394 engagements
"Larry Ellison $ORCL emphasized that AI models need to be trained on privately owned data to reach their peak valuenot just publicly available internet data like GPT Grok Llama and others are trained on today. This is why companies like $HIMS and $DUOL will thrive. Proprietary data is the new moat"
X Link 2025-10-18T12:24Z 14.8K followers, 128.4K engagements
"3 stocks I buy: $HIMS $ROOT $NVO X stocks I avoid: $AAPL $PLTR $GOOGL"
X Link 2025-11-28T15:16Z 14.8K followers, 51.2K engagements
"My 3-year price targets: $ROOT: $XXX $NBIS: $XXX $AMZN: $XXX $HIMS: $XXX $LMND: $300"
X Link 2025-11-29T19:12Z 14.8K followers, 33.3K engagements
"Some predictions: $LMND will become the biggest insurance player offering the lowest premiums in the market $HIMS will offer the worlds most valuable subscription $HOOD will have 10+ revenue streams generating $10B+ each $META glasses will replace the iPhone and Zuck will know everything about you $TSLA will become a $10T company thanks to robotaxis and Optimus"
X Link 2025-12-02T20:51Z 14.8K followers, 17.5K engagements
"$NBIS is valued at just $24B right now. Heres what you actually get at this price straight from CEO Arkady Volozh: Nebius AI infrastructure AVride autonomous driving just launched a robotaxi service this week in partnership with $UBER (Waymo with similar tech is valued around $50B) Toloka AI data labeling backed by Jeff Bezos and the Shopify CTO (competitor Scale AI was valued at $30B in June) TripleTen edtech & reskilling platform Plus a XX% stake in ClickHouse. This is what an asymmetric setup really looks like"
X Link 2025-12-05T16:45Z 14.8K followers, 29.1K engagements
"3 growth stocks Im buying: $HIMS $NBIS $AMD X undervalued stocks Im buying: $AMZN $NVO $ADBE"
X Link 2025-12-05T20:38Z 14.8K followers, 23.6K engagements
"$LMND is using AI to reinvent one of the most outdated industries on the planet: insurance. Were talking about a $XXX TRILLION market thats begging for innovation. Heres why a 10x upside for $LMND from here is not aggressive its conservative ๐งต๐"
X Link 2025-12-06T14:07Z 14.8K followers, 11.5K engagements
"1/ $LMND is not a traditional insurance company. Its an AI-native tech company that simply chose insurance as its battlefield. Why insurance Fully digital product Massive market (8% of US GDP) Decades behind in technology No warehouses. No physical inventory. Just data exactly what AI needs to dominate"
X Link 2025-12-06T14:07Z 14.8K followers, XXX engagements
"2/ Legacy insurers are structurally incapable of moving fast. Their systems rely on: Manual processes Old infrastructure Human-heavy workflows Meanwhile $LMND AI handles: Risk pricing Policy underwriting Claims processing All in real time. For incumbents to catch up theyd need to rebuild everything from scratch. Thats not evolution thats surgery"
X Link 2025-12-06T14:07Z 14.8K followers, XXX engagements
"5/ And those efficiency gains go straight to customers. Premiums can be up to XX% cheaper than legacy insurers. No middlemen. No bloated overhead. $LMND shares the advantage instead of hoarding it and that fuels growth even more"
X Link 2025-12-06T14:07Z 14.8K followers, XXX engagements
"6/ Growth is not slowing down its accelerating. $LMND has posted faster IFP growth for X consecutive quarters. Management expects to sustain XX% YoY growth until reaching $10B in IFP. The mission: Scale from $1B $10B Without destroying unit economics. Thats rare"
X Link 2025-12-06T14:07Z 14.8K followers, XXX engagements
"7/ Profitability is not a distant dream. For X years straight management has guided toward EBITDA profitability in Q4 2026 and execution remains fully on track. Their own words: Without growth investments $LMND would already be EBITDA profitable. Thats powerful optionality"
X Link 2025-12-06T14:07Z 14.8K followers, XXX engagements
"Monday $ORCL reports earnings. Last quarter they announced $455B in RPO (revenue already contracted) up XXX% QoQ. But $300B of that comes from a Cloud compute deal with OpenAI and the stock sank as investors question if OpenAI can deliver on its commitments. $ORCL is still down XX% from its September highs. Not saying its $NVDA-level hype but definitely a good lens on the entire AI market"
X Link 2025-12-06T17:43Z 14.8K followers, 9061 engagements
"@StockSavvyShay $LMND will disrupt the insurance industry ๐ฏ"
X Link 2025-12-06T17:44Z 14.8K followers, 2595 engagements
"These stocks are generational wealth opportunities: $IREN at $XX $HIMS at $XX $AMD at $XXX $LMND at $XX $ROOT at $XX $NVO at $XX $AMZN at $XXX $NBIS at $98"
X Link 2025-12-07T20:26Z 14.8K followers, 8205 engagements
"1/ In 2026 Im leaving my XX. My main source of income Premium from selling options. The goal: generate steady income without giving up long-term capital gains from holding great stocks. Heres how Im doing it with $HOOD ๐งต"
X Link 2025-12-08T16:05Z 14.8K followers, 8847 engagements
"$HIMS just announced that its weight-loss program is officially live in the UK and this also marks the official launch of Hers in the UK Cool milestone. But lets not forget: $HIMS is not just a GLP-1 company. As Andrew Dudum has said many times $HIMS is a platform and the similarities to the early days of $AMZN and $NFLX are clear. GLP-1s are the hot topic right now but many other blockbusters will follow. Soon everyone will see it"
X Link 2025-12-10T19:03Z 14.8K followers, 5612 engagements
"Whats the best riskreward play in the market right now ๐ For me its $LMND. The company has already proven its model works and it keeps executing. Thanks to its ability to scale while keeping operating expenses flat and to price risk more accurately than incumbents using AI Lemonade is set to keep taking market share by offering some of the lowest premiums in the industry"
X Link 2025-12-10T19:12Z 14.8K followers, 1977 engagements
"@allways_invest I love and also own $ROOT ๐ I prefer $LMND because its more diversified and has a stronger brand"
X Link 2025-12-10T19:27Z 14.8K followers, XXX engagements
"Lower rates = bull market Higher rates = bear market It really is that simple"
X Link 2025-12-10T21:21Z 14.7K followers, 2267 engagements
"Even though $ORCL is down XX% today its earnings were strong. Remaining performance obligations (already contracted revenue) are now $523B largely boosted by new deals with $META and $NVDA. This shows $ORCL isnt overly reliant on OpenAIs ability to fulfill its $300B contract. Yes CapEx keeps rising and $ORCL wont be free cash flow positive until 2028 but management only signs deals that meet their profitability requirements. $ORCL isnt overspending it builds only when its certain to make money"
X Link 2025-12-11T15:44Z 14.8K followers, 35.3K engagements
"@amitisinvesting Big win for OpenAI Sora could become one of the most widespread social platforms. $DIS must be toast"
X Link 2025-12-11T15:49Z 14.8K followers, 1374 engagements
"If I had $5M today this is exactly how Id split it: $2M in $HIMS $1M in $AMD $1M in $NBIS $1M in $LMND"
X Link 2025-12-11T15:54Z 14.8K followers, 15K engagements
"@mvcinvesting By extending the timeline the probability increases that OpenAI will be able to pay the $60B per year to $ORCL ๐
"
X Link 2025-12-12T17:08Z 14.8K followers, 2092 engagements
"@amitisinvesting I thought China wanted to stop depending on $NVDA what changed"
X Link 2025-12-12T17:11Z 14.8K followers, 1798 engagements
"Whats your favorite buy right now ๐ Mine is $HIMS"
X Link 2025-12-12T21:20Z 14.8K followers, 2880 engagements
"@MrMikeInvesting $UNH is a safe haven"
X Link 2025-12-13T19:53Z 14.8K followers, 1190 engagements
"@MMatters22596 I would include both $LMND and $ROOT"
X Link 2025-12-13T19:54Z 14.8K followers, 1818 engagements
"@Chaos2Cured @AMD Yeah OpenAI is risky but I think it will still manage to meet its commitments with $AMD $ORCL $AVGO and the others. I dont think Gemini or other models will be able to beat it plus I think Sama will find a way to monetize nearly a billion weekly users"
X Link 2025-12-13T20:09Z 14.8K followers, XXX engagements
"Back in 2000 during the dot-com crash $AMZN fell from $XXX to just $X per share. Even as the stock collapsed the business kept getting stronger fundamentals continued improving. Thats the nature of bubbles: prices can disconnect from reality and even great companies get pulled down. If the market corrects in 2026 it could be a chance to buy exceptional businesses at unusually low prices. Keep some cash ready to take advantage. Buy quality and let time do its work"
X Link 2025-12-09T20:22Z 14.8K followers, 145.6K engagements
"Tomorrow $ORCL reports earnings. The market is eagerly awaiting updates on Oracle which after the $300B deal with OpenAI has become one of the key companies to watch for insights into the AI market. Larry Ellison gave a promising hint during the last earnings call: Training AI models is a gigantic multitrillion-dollar market. But if you look closely theres one thats even larger: the market for AI inferencing. Millions of customers using those AI models. In fact the AI inferencing market will be much much larger than the AI training market. Think about it. AI inferencingits AI inferencing that"
X Link 2025-12-09T21:56Z 14.8K followers, 14K engagements
"Many great companies have been beaten down even though the market is near all-time highs. Here are some stocks well below their 52-week highs: $HIMS: -XX% $ORCL: -XX% $NBIS: -XX% $IREN: -XX% $CRWV: -XX% $ROOT: -XX% $NVO: -XX% $DUOL: -XX% $OSCR: -XX% Which of these are a buy at current prices ๐"
X Link 2025-12-11T18:07Z 14.8K followers, 25.3K engagements
"The auto insurance market alone is a $350B opportunity. The top XX carriers are on average XXX years oldand no new players have emerged since 1937. This market is desperate for disruption. Buying $LMND today is like buying $HOOD at $XX. Buying $ROOT today is like buying $SOFI at $X. Both are set to thrive"
X Link 2025-12-13T13:51Z 14.8K followers, 7564 engagements
"$AMD will be a multi-trillion $ company. The AI accelerator TAM will exceed $1T by 2030 and the market will only keep growing. As Lisa Su says: Were in a market where you can think of computing as equating to intelligence. If you can get more intelligence why wouldnt you want more computing While big tech like $GOOGL with TPUs and $AMZN with Trainium are building their own ASICs GPUsespecially $NVDA and $AMD are expected to dominate representing 7075% of the AI accelerator market by the end of 2030"
X Link 2025-12-13T14:01Z 14.8K followers, 45.6K engagements
"@StockSavvyShay I love $HIMS $LMND and $ROOT"
X Link 2025-12-13T14:02Z 14.8K followers, 2024 engagements
"Its no news that $AMZN is the clearest buy in the market. The fact that its market cap is now $1.4T below $GOOGL is pure madness. What few know is that $AMZN is the only Big Tech company designing its data center ASICs fully in-houseits Trainium chipswhile everyone else including $GOOGL only designs the architecture of their TPUs and relies on $AVGO for the actual chip design. Many have no idea how dominant $AMZN is about to become in the coming years"
X Link 2025-12-13T19:58Z 14.8K followers, 206.7K engagements
"These stocks are wealth-generation opportunities: $AMD at $XXX $META at $XXX $AMZN at $XXX $HIMS at $XX $LMND at $XX $IREN at $XX $NBIS at $87"
X Link 2025-12-14T21:11Z 14.8K followers, 66.8K engagements
"$ROOT is sitting at a $1.2B market cap. Down XX% since March. But with revenue up XX% YoY and the best gross loss ratio in the industry at XX% its steadily disrupting the $350B outdated car insurance market. Heres why $ROOT is one of the biggest opportunities in the market ๐งต"
X Link 2025-12-16T14:42Z 14.8K followers, 3665 engagements
"1/ Car insurance is a $350B market in the U.S. alone. Massivebut outdated slow and ruled by century-old companies. Top XX carriers average XXX years old. No new players since 1937. Disruption is inevitable. $ROOT is leading it"
X Link 2025-12-16T14:42Z 14.8K followers, XXX engagements
"2/ $ROOT was built on one simple idea: Insurance should be based on how you drive not who you are. Theyre a Usage-Based Insurance (UBI) company constantly improving their UBI models. In Q3 XX they launched a new model estimated to improve predictive power by 10%"
X Link 2025-12-16T14:42Z 14.8K followers, XXX engagements
"4/ The numbers prove it works. $ROOT gross loss ratio has dropped to XX% far below industry averages. That means the algorithm is getting sharper and the business more scalable. $ROOT also plans to return some efficiency to customerslikely lowering premiums in the future. This could increase the gross loss ratio but will bring in new customers and higher gross margin"
X Link 2025-12-16T14:42Z 14.8K followers, XXX engagements
"5/ $ROOT has built a machine-learning flywheel: More customers more data smarter pricing lower risk more customers. The loop keeps spinning"
X Link 2025-12-16T14:42Z 14.8K followers, XXX engagements
"6/ Growth isnt just via their app. Theyre expanding with embedded insurance like their Carvana partnership. Buy a car on Carvana and add insurance Powered by $ROOT. In Q3 they more than doubled new writings YoY in their partnership channel. Distribution without massive marketing spend = genius"
X Link 2025-12-16T14:42Z 14.8K followers, XXX engagements
"7/ Meanwhile legacy insurers are stuck in the past. Hundreds of outdated systems slow tech adoption. Replicating $ROOT would take them years"
X Link 2025-12-16T14:42Z 14.8K followers, XXX engagements
"9/ $ROOT Setup: โ
Profitable โ
Data-driven moat โ
Growing through partnerships โ
Targeting a $350B+ market All at a $1.2B valuation"
X Link 2025-12-16T14:42Z 14.8K followers, XXX engagements
"10/ $ROOT is quietly becoming a tech-first efficient customer-focused insurance leader. If they keep executing the upside could be massive"
X Link 2025-12-16T14:42Z 14.8K followers, XXX engagements
"@StockSavvyShay @JamesEagle17 Also $ASML certainly"
X Link 2025-12-16T14:45Z 14.8K followers, XXX engagements
"@allways_invest I love both. The only thing $ROOT should envy $LMND for is the brand recognition in my opinion"
X Link 2025-12-16T15:05Z 14.8K followers, XXX engagements
"@himshouse Andrew Huberman said that large-scale use of peptides is much closer than people think $HIMS ๐"
X Link 2025-12-16T20:21Z 14.8K followers, XXX engagements
"2026 will be a turning point for $AMD. MI450 designed with OpenAI is coming but the real shift is Helios: $AMD first rack-level solution. Thats $AMD moving from a chip supplier to a systems company. Helios is built on an open rack architecture developed with $META. $AMD is betting on open ecosystems. Zuck is betting on $AMD"
X Link 2025-12-16T20:24Z 14.8K followers, 2412 engagements