@foliotrail Avatar @foliotrail foliotrail

Several companies are making significant strides in their respective industries, including $IREN, which is reallocating capital and raising guidance for its AI cloud business to $500M ARR by Q1 [----]. $APP is also making progress with its self-serve platform, which is expected to create a data flywheel and drive growth. Meanwhile, $ZETA reported its 16th consecutive beat and raise quarter, demonstrating a culture of execution.

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Social Influence

Social category influence stocks #6376 finance cryptocurrencies #2220 technology brands automotive brands countries exchanges #4147 celebrities social networks gaming

Social topic influence $zeta, $oscr, $iren #22, $hims, $app #60, $tmdx, ai #5398, $btc, $spy, $qqq

Top accounts mentioned or mentioned by @mikealfred @thelonginvest @jonahlupton @chamath @themarketjarl @nietschecapital @fransbakker9812 @elonmusk @wealthmatica @dsteinberg10000 @applovin @mathlonning @happyjackinjax @techinvestor20 @dannycheng2022 @himshouse @kobeissiletter @andrewdudum @thetechinvest @sandeman52

Top assets mentioned ZetaChain (ZETA) Oscar Health, Inc. (OSCR) Iris Energy Limited (IREN) Hims & Hers Health, Inc. (HIMS) AppLovin Corporation (APP) TransMedics Group, Inc. Common Stock (TMDX) Bitcoin (BTC) SPDR S&P [---] ETF Trust (SPY) Robinhood Markets, Inc. (HOOD) Lemonade, Inc. (LMND) Vixco (VIX) Metadium (META) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Symbotic Inc. Class A Common Stock (SYM) NuCypher (NU) Aspen Aerogels, Inc. (ASPN) NVIDIA Corp. (NVDA) MercadoLibre Inc (MELI) Ethereum (ETH) Alphabet Inc Class A (GOOGL) Pfizer, Inc. (PFE) Tesla, Inc. (TSLA) Strategy (MSTR) Advanced Micro Devices (AMD) BorgWarner Inc. (BWA) Sweetgreen Inc. (SG) PepsiCo, Inc. (PEP) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Palantir Technologies Inc. (PLTR)

Top Social Posts

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

"Markets are puking $OSCR and $HIMS surviving $ZETA getting slaughtered. -0.71% so far in the day"
X Link 2025-03-10T15:44Z [--] followers, [---] engagements

"Good morning are we expecting a relief bounce or are we getting slaughtered again We don't see how this choppy market will stabilise until further clarity is given by the authorities. Let's wait until the dust settles before going crazy on shopping"
X Link 2025-03-11T07:58Z [--] followers, [--] engagements

"Market sentiment is shaky due to fears of stagflation with Trump's tariffs and federal worker firings adding to the tension. The S&P [---] dipping below its 200-day moving average has stirred recession worries. The MAGS ETF especially Nvidia and Tesla has taken a hit. However there's still cautious optimism about the economy and S&P [---] earnings since only one sector is in correction territory"
X Link 2025-03-11T08:03Z [--] followers, [--] engagements

"We're seeing the U.S. economy in a tricky spot. There's a balancing act happening as the goal is to avoid a hard economic downturn but trade tensions and mixed signals are making that tough. Trump's tariff chatter has markets jittery pushing key indexes down. Big players like Goldman Sachs and JPMorgan are upping their recession forecasts. These tariffs could mess with consumer spending and investments muddying the economic waters"
X Link 2025-03-11T12:07Z [--] followers, [--] engagements

"$HIMS on the move 😤. Sustainable who knows🤣"
X Link 2025-03-11T15:11Z [--] followers, [--] engagements

"A bit more buying today. $ZETA $OSCR"
X Link 2025-03-11T19:59Z [--] followers, [---] engagements

"Growth stocks climbing PM $HIMS +6.31% $ZETA +4.55% $APP +8.63%. We're up +1.21% PM"
X Link 2025-03-12T12:35Z [--] followers, [---] engagements

"Only position in red right now is $FETH ; $ETH -1.69%. This giant keeps sleeping. When it wakes up is going to rip faces. Our tracker app is showing this for $FETH"
X Link 2025-03-12T12:39Z [--] followers, [--] engagements

"All our buys this weeks are in the money. $OSCR $ZETA $FBTC $SG"
X Link 2025-03-12T13:32Z [--] followers, [----] engagements

"Top positions. Not nice but well take it. $HIMS $TMDX $ZETA $OSCR"
X Link 2025-03-12T19:48Z [--] followers, [---] engagements

"Morgan Stanley is projecting that $HIMS could see a big bump in weight loss sales by [----] with semaglutide leading the charge at about $500 million. Oral meds and generic liraglutide are also expected to contribute $150 million and $75 million respectively. The growth from [----] to [----] looks pretty significant especially with semaglutide in the mix"
X Link 2025-03-13T13:27Z [--] followers, [----] engagements

"$QQQ We're seeing a pattern in Nasdaq stocks similar to the oversold conditions from the bear market low of October [----]. Back then aggressive FED tightening drove things down but now with some monetary easing there's room for cautious optimism. The RSI levels are screaming 'extremely oversold' so a rebound could be on the horizon"
X Link 2025-03-13T14:10Z [--] followers, [--] engagements

"$NVDA and $NU are the only green positions on the screen. Let's see if they hold on to that🤣"
X Link 2025-03-13T15:27Z [--] followers, [---] engagements

"$OSCR $HIMS $ZETA"
X Link 2025-03-13T23:02Z [--] followers, [---] engagements

"$NU catching a bid today 👀"
X Link 2025-03-14T14:32Z [--] followers, [---] engagements

"$HIMS is expected to beat both Wall Street consensus and its own guidance for Q1 revenue. This suggests a positive outlook for their financial performance. We expect a 60% revenue growth [----]. And keep our target price of $39 for this year and $100 for 2028"
X Link 2025-03-14T16:37Z [--] followers, [---] engagements

"$OSCR perched at a critical technical spot boasting a juicy FY25 revenue projection of $11.16Bthats a 21.7% jump Yet its sales multiples a measly 0.2x screaming undervaluation for a growth story. With $2.15B in cash and a $3.3B market cap this small-cap looks like a hidden gemplenty of dry powder for a breakout. We are building this to be our top [--] position"
X Link 2025-03-14T17:27Z [--] followers, [----] engagements

"Market volatility got you stressed Get real- time trade alerts portfolio tracking and performance insights to stay ahead. Follow for exclusive updates on my app launch #Investing #Fintech 👇"
X Link 2025-03-14T17:51Z [--] followers, [---] engagements

"@TheLongInvest Our warrior: $NU 🤘🤘"
X Link 2025-03-14T22:00Z [--] followers, [---] engagements

"@Tech_Investor20 @TheLongInvest We agree with your revenue forecast. However disagree with your PT. And thats OK. We put a $295M Adj EBITDA on that revenue (66% EBITDA growth) a 30x multiple and end up on $39 per share. [----] we closed with a 33x EBITDA multiple if I am not mistaken. $HIMS"
X Link 2025-03-14T22:49Z [--] followers, [----] engagements

"@Tech_Investor20 @TheLongInvest It does not mean it will not reach $100 on [----] on euphoria or market melt up. But we rather be on the realistic side. Lets go $HIMS our forecast goes to [----] but thats more 🔮 level"
X Link 2025-03-14T22:51Z [--] followers, [---] engagements

"@MMMTwealth Lets go $ZETA Tomorrow I am dropping a Thread on this. Stay tuned 👆"
X Link 2025-03-16T12:57Z [--] followers, [---] engagements

"Buckle up 🎢🎢 This week: Feb Retail Sales Housing Starts and Fed Rate Decision loom large. Jobless Claims Philly Fed and Home Sales add fuel. Feds movehawk or dovecould spark chaos. Volatilitys here and its wild ps: also we have Trump.😂"
X Link 2025-03-16T14:45Z [--] followers, [--] engagements

"@Tech_Investor20 @KB72266 Top [--] $OSCR $ZETA $HIMS. Will share $ZETA thesis tomorrow"
X Link 2025-03-16T21:21Z [--] followers, [----] engagements

"@StockSavvyShay $HIMS my friend"
X Link 2025-03-16T21:25Z [--] followers, [---] engagements

"Looks like $HIMS has a solid legal footing to keep selling GLP-1s thanks to the FDA's personalized compounding exemption. They seem pretty confident about their position even post-shortage. https://x.com/himshouse/status/1901466535715012710 🚨 $HIMS SPECIAL REPORT GLP-1s AND THE FDA PERSONALIZED COMPOUNDING EXEMPTION A comprehensive analysis of why $HIMS is on solid legal ground to continue selling GLP-1s even after the shortage is over. Thank you to Bayside for writing it. (link below) https://t.co/CBtwEo95Kc https://x.com/himshouse/status/1901466535715012710 🚨 $HIMS SPECIAL REPORT GLP-1s"
X Link 2025-03-17T08:12Z [--] followers, [---] engagements

"$ZETA is one of our top holdings. Why A thread 🧵"
X Link 2025-03-17T14:03Z [---] followers, [----] engagements

"$ZETA What do They Do Zeta Global sells a global marketing platform that provides detailed customer insights like spending profiles helping businesses target ads better. It competes with big names like $HUBS and $CRM but offers unique value in customer profiling"
X Link 2025-03-17T14:05Z [---] followers, [---] engagements

"Why We Own It We own $ZETA for its growing customer base and special insights which not many others provide making it a strong growth story in marketing tech"
X Link 2025-03-17T14:05Z [--] followers, [---] engagements

"$ZETA Q4 2024: $315M revenue up 50% YOY. First profit ever at $15M. Wall Sts like Wait you can make money AND beat us Bulls are snorting with glee"
X Link 2025-03-17T14:06Z [--] followers, [---] engagements

"2025 guidance: $1.24B revenue beating estimates. $ZETA is basically telling analysts Hold my AI watch this. Cash flow so good its flexing. Bonus: they have a track record of beating this by +20%"
X Link 2025-03-17T14:07Z [--] followers, [---] engagements

"BofA says $32 Needham says $43. WE SAY $44 based on our analysis. Analysts throwing price targets like its a $ZETA dart party. Buy ratings raining harder than my WiFi drops.""
X Link 2025-03-17T14:07Z [--] followers, [---] engagements

"AI-driven growth has $ZETA stealing market share like its Black Friday. Insiders buying not sellingguess they didnt get the dump stock memo"
X Link 2025-03-17T14:08Z [--] followers, [---] engagements

"Stock dipped but bounced off trendlines. Techs say $18-$21 next. $ZETA is like Tariffs What tariffs Bulls ready to ride this rocket helmet optional. We've added last week and will add this week as well"
X Link 2025-03-17T14:08Z [--] followers, [---] engagements

"@Tech_Investor20 @KB72266 $ZETA look here https://x.com/foliotrail/status/1901635598638596171 $ZETA is one of our top holdings. Why A thread 🧵 https://x.com/foliotrail/status/1901635598638596171 $ZETA is one of our top holdings. Why A thread 🧵"
X Link 2025-03-17T14:10Z [--] followers, [---] engagements

"$HIMS is seeing a big jump in app downloads with a 47% increase year-over-year in February. The Hers app is a major driver here showing strong market performance and potential"
X Link 2025-03-17T18:17Z [--] followers, [---] engagements

"$ZETA adds not so fast. Timing the bottom is hard. Just slow average down if conviction is high"
X Link 2025-03-17T18:43Z [---] followers, [---] engagements

"The market is under "Extreme Fear" with the Fear and Greed Index at [--] steady from the previous close though up from a week ago. $SPY $QQQ and $IWM are below key moving averages with RS near oversold indicating potential downward pressure. The VIX at [-----] suggests moderate volatility. US10Y yield dropped to 4.31% possibly signaling bond market caution while CRUDE rose slightly to $72.66. $BTC increased by 1.918% but remains below its moving averages hinting at potential resistance. Markets show caution with a mix of fear and slight recovery signals"
X Link 2025-03-17T22:21Z [--] followers, [--] engagements

"Adding more $OSCR here at these prices. Still building the position to be #1 half way there"
X Link 2025-03-18T18:49Z [--] followers, [---] engagements

"OK I got filled at [-----] as well $OSCR"
X Link 2025-03-18T19:00Z [--] followers, [---] engagements

"$ZETA 22% add this morning on weakness. Also building position slowly"
X Link 2025-03-18T19:00Z [--] followers, [---] engagements

"@10009nyny Sorry my friend OPSEC comes first. At least for now"
X Link 2025-03-18T19:09Z [--] followers, [--] engagements

"$ZETA is down 22% despite a 50% YoY revenue spike in Q4 CY24. Aiming for $2.1B by CY28 with AI and client growth it battles $GOOGL and $META. P/S at 2.6X looks tastyvolatility aside $ZETA 's fundamentals scream buy me for the bold investor. From: https://seekingalpha.com/article/4767488-zeta-global-stock-selloff-opens-prime-opportunity https://seekingalpha.com/article/4767488-zeta-global-stock-selloff-opens-prime-opportunity"
X Link 2025-03-18T19:19Z [--] followers, [---] engagements

"$BTC saw a rally post-2020 due to increased liquidity but faced challenges from 2022-24 as liquidity dried up. Despite this BTC reached new highs. A potential mean reversion in base money vs. debt could boost BTC depending on government debt control or accelerated base money growth. The outlook for BTC remains positive amid ongoing structural US deficits"
X Link 2025-03-20T07:48Z [--] followers, [--] engagements

"We did some adds this week $OSCR $META $ZETA $AMZN . All of these are great companies some at reasonable price some at great price"
X Link 2025-03-20T16:32Z [--] followers, [---] engagements

"$ZETA soared to $26 on Feb [--] but is now hovering around $14. To reach that peak again it needs nearly a 100% jump Patience is key as this trend applies to many stocks. 📈 #InvestSmart"
X Link 2025-03-21T10:52Z [--] followers, [--] engagements

"Thanks @Han_Akamatsu for the follow. I've just discovered your account through @dannycheng2022 . 🙏 We plan to launch a realtime follow-along portfolio app with real $$$ money soon. Including real time trades real performance tracking and live commentary"
X Link 2025-03-21T11:05Z [--] followers, [---] engagements

"$HIMS low volumes so far like all the market"
X Link 2025-03-21T14:07Z [--] followers, [---] engagements

"🚀 $OSCR just broke above its [--] MA at $13.05 and is targeting $15 IMO"
X Link 2025-03-21T18:28Z [--] followers, [---] engagements

"Next week well do a deep dive 🧵 on another of our top holdings. $OSCR. Stay tuned"
X Link 2025-03-22T18:39Z [--] followers, [---] engagements

"Lutnick's betting big on $1B in $MSTR and $200M in $BTC eyeing $2T for the USA. This shows strong faith in the potential of these assets"
X Link 2025-03-23T12:15Z [--] followers, [--] engagements

"Watch S&P PMI Consumer Confidence GDP estimates and PCE Inflation. Trump's tariffs could shake markets. Key Events This Week: [--]. S&P Global Manufacturing PMI data - Monday [--]. CB Consumer Confidence data - Tuesday [--]. February New Home Sales data - Tuesday [--]. Atlanta Fed GDPNow data - Wednesday [--]. US Q4 [----] GDP data - Thursday [--]. February PCE Inflation data - Friday We are Key Events This Week: [--]. S&P Global Manufacturing PMI data - Monday [--]. CB Consumer Confidence data - Tuesday [--]. February New Home Sales data - Tuesday [--]. Atlanta Fed GDPNow data - Wednesday [--]. US Q4 [----] GDP data - Thursday"
X Link 2025-03-23T16:02Z [--] followers, [--] engagements

"$OSCR is hitting that crucial $13 support level With RSI showing oversold conditions a bounce might be on the horizon. Keep your eyes peeled for a potential rise to $15.50 if the market rallies 📈"
X Link 2025-03-24T12:46Z [--] followers, [---] engagements

"$OSCR is another top holding. Why A thread 🧵"
X Link 2025-03-24T14:02Z [--] followers, [---] engagements

"What They Do Oscar Health Inc. is a health insurance company using technology to provide innovative customer-focused plans in select states aiming to make healthcare more accessible and affordable"
X Link 2025-03-24T14:02Z [--] followers, [--] engagements

"Wow $HIMS $ZETA and $OSCR ripping. These are top [--] positions 😁🤑"
X Link 2025-03-24T20:24Z [--] followers, [---] engagements

"There is one position I think we haven't added enough in the pullback: $OSCR. I believe the market will still give us an opportunity. Anyway I am looking for $28 this year"
X Link 2025-03-25T09:29Z [--] followers, [----] engagements

"$MSTR 30-day implied volatility at [--] is below its 52-week range and a [---] call-put ratio suggests bullish vibes possibly driven by Bitcoin's $86K price"
X Link 2025-03-25T11:07Z [--] followers, [--] engagements

"Good morning Here's our premarket analysis. Market sentiment is fearful at [--] stable from a month ago but improved from last week. Major indexes $SPY $QQQ $IWM show no pre-market activity. $VIX is down to [-----]. $BTC dipped slightly and $US10Y holds at 4.33%"
X Link 2025-03-25T12:24Z [--] followers, [--] engagements

"Top positions locked and loaded $OSCR $HIMS $ZETA $BTC $TMDX lets go 🚀🚀"
X Link 2025-03-25T19:38Z [--] followers, [---] engagements

"📈 Market update: Sentiment is 'Fear' at [--]. $SPY up 0.21% $QQQ up 0.52% $IWM down 0.42%. $VIX at [-----] shows moderate volatility. US10Y down 0.55% Crude steady. $BTC up 0.57% Stay tuned for the next insight tomorrow at [--] AM ET 🚀"
X Link 2025-03-25T20:30Z [--] followers, [--] engagements

"📉 Today's market vibes: Fear and Greed Index at [--] shows fear Major indexes down: $SPY -0.87% $QQQ -1.5% $IWM -0.75%. Volatility rises with VIX at [-----]. Bond yields up to 4.34%. Crude oil climbs to $75.68. $BTCUSD dips but stays strong above $86597"
X Link 2025-03-26T17:22Z [--] followers, [---] engagements

"This week weve increased all of our positions pretty significantly. Still plenty of dry powder to deploy if things go really south. Hold strong $ZETA $OSCR $TMDX $HIMS"
X Link 2025-03-27T12:07Z [--] followers, [---] engagements

"Hedge funds are betting against $NVDA $AMD and $TSLA as the S&P [---] dips hinting at some bearish vibes. Meanwhile $AAPL and $GOOGL shorts are down revealing a mixed outlook in the market. What do you think 📉🤔"
X Link 2025-03-27T18:00Z [--] followers, [---] engagements

"$ZETA got aggressively sold today on half the volume"
X Link 2025-03-27T20:31Z [--] followers, [--] engagements

"Would you agree that $ZETA is fairly valued We think is undervalued"
X Link 2025-03-27T20:33Z [---] followers, [---] engagements

"Wells Fargo reaffirms $APP as Overweight with a $538 target noting strong customer growth despite criticism"
X Link 2025-03-28T06:40Z [--] followers, [---] engagements

"Just finished the Hims House Ep. [--] interview with $HIMS CEO Andrew Dudum. Check it out here from the great @himshouse community. Here are [--] bullish [--] subtle bearish and [--] hard-to-classify but important takeaway you dont want to miss. (A thread) https://x.com/himshouse/status/1905683141005549736 👉 https://t.co/9T7jtkQ6Io https://x.com/himshouse/status/1905683141005549736 👉 https://t.co/9T7jtkQ6Io"
X Link 2025-03-28T18:50Z [--] followers, [---] engagements

"Bullish #1: The core business is thriving. Legacy categories like mens sexual health and dermatology are still growing 40%+ YoY and newer offerings (testosterone cardio support vitamins etc.) have strong attach rates"
X Link 2025-03-28T18:50Z [--] followers, [--] engagements

"Bullish #3: (my personal favourite) Oral weight loss meds are underrated. They offer 70% of the efficacy at 1/3 the cost no injections. According to Dudum this business is stronger than investors realize and could drive major growth in 2024"
X Link 2025-03-28T18:50Z [--] followers, [--] engagements

"Bullish #4: Hims sees macro turbulence as a tailwind. Dudum: Strong teams win in choppy markets. The leadership team has stuck together through highs and lows using downturns to gain market share"
X Link 2025-03-28T18:50Z [--] followers, [--] engagements

"Bullish #5: The long-term play: $HIMS as the Netflix of healthcare according to Andrew. This is a tough one to pull IMHO as the ability to scale internationally is much much harder in this sector. But lots of room to grow in the US"
X Link 2025-03-28T18:50Z [--] followers, [---] engagements

"Now for the bearish flags subtle and mostly short-term. but worth noting: Bearish #1: $HIMS is removing commercial GLP-1s from the platform post-shortage. Could create churn if users dont switch to oral or compounded versions"
X Link 2025-03-28T18:50Z [--] followers, [---] engagements

"$ZETA financial model. Here are the underlying workings of the financial model. Yes optimistic but you have to be when you invest in growth stocks. Sometimes the market rewards too much or takes too much. Be proactive about risk. Not financial advice"
X Link 2025-04-01T16:09Z [---] followers, [---] engagements

"Last year $ZETA did 49% adj. EBITDA growth we think is repeatable this year albeit the market giving it a slightly higher multiple than at close [----]. Look at potential returns from current prices. 👀 NFA"
X Link 2025-04-01T16:09Z [--] followers, [---] engagements

"If you like more of this content like and retweet. Let's go $ZETA"
X Link 2025-04-01T16:10Z [--] followers, [---] engagements

"@jmllubber Thanks Zeta's AI Agent Studio could shake things up for CMOs tackling incompatible systems and boosting productivity. $ZETA really has a chance to shine here"
X Link 2025-04-02T15:55Z [---] followers, [--] engagements

"$VIX is up 21% premarket at [-----] and climbing. I think we see [--] today. Will April 3rd be our COVID 2025"
X Link 2025-04-03T11:34Z [--] followers, [--] engagements

"I've been playing around with our $ZETA model. For [----] keeping revenue growth at 30% adj EBITDA margin at 18% (was 19% last year) throw a 15x multiple (last year we closed at a 22x multiple) so being bearish on multiple and optimistic on financials. Share price comes at $23"
X Link 2025-04-03T11:52Z [---] followers, [--] engagements

"$OSCR $ZETA and $HIMS are feeling the heat but our cash cushion at 37% gives us flexibility. $MELI shows a tiny spark while $TMDX stands strong year-to-date. Remember patience pays off in investing 📈💡 #InvestSmart"
X Link 2025-04-03T12:39Z [---] followers, [---] engagements

"Today's portfolio feels the heat with a -3.4% dip 📉 $OSCR & $HIMS down over 7% 😱 but patience is key Meanwhile $ZETA & $NU show declines while $FBTC shines with a slight gain. Caution with $APP and long-term potential in $META & $AMZN 📈 Keep calm 💡 #InvestSmart"
X Link 2025-04-04T15:15Z [---] followers, [---] engagements

"@zerohedge @Micro2Macr0 @chamath printing"
X Link 2025-04-04T16:38Z [---] followers, [----] engagements

"@KobeissiLetter Totally right. I saw a post comparing Trumps first [---] days to a Private Equity first [---] days. Rip the band-aid off quick and build from there. Although feels more like dismembering right now"
X Link 2025-04-04T16:54Z [---] followers, [---] engagements

"Market indices like $SPY and $QQQ are taking hits while $ZETA and $HIMS struggle. But $FBTC and $MSTR are standing strong Keep your cash ready (38%) for when opportunities arise. Remember Warren Buffett's wisdom: the past is clearer than the future. Stay patient 🌊💪"
X Link 2025-04-04T20:08Z [---] followers, [---] engagements

"$OSCR will it play out we are positioned for it"
X Link 2025-04-06T09:13Z [---] followers, [---] engagements

"The way we are positioned right now is this: If this is really a flash crash great will keep most of the upside. If this is the beginning of a bear market so be it. Will deploy massively when we hit rock bottom and people have given up on the market (this have not happened yet)"
X Link 2025-04-06T17:46Z [---] followers, [--] engagements

"Still surprised how $OSCR is weathering this storm. Impressive It's now -48% from its 52wk high -23% "only" from the market peak at 19th Feb $OSCR financial model. For [----] we take the upper range of guidance the market gave but we give lower multiples across the board. 30x on earnings from ops (vs 58x 2024) 12x on Adj EBITDA (vs 17x on 2024). Between $25 (Adj EBITDA) and $30 (earnings ops). Pick your fighter 👇 https://t.co/P0Xvde69XA $OSCR financial model. For [----] we take the upper range of guidance the market gave but we give lower multiples across the board. 30x on earnings from ops (vs"
X Link 2025-04-07T14:11Z [---] followers, [----] engagements

"People there is extremely low volume right now. So don't get too excited. Look bellow 👇"
X Link 2025-04-07T14:15Z [---] followers, [--] engagements

"$OSCR -84.5% volume vs avg"
X Link 2025-04-07T14:15Z [---] followers, [---] engagements

"$ZETA -81.2% volume vs avg"
X Link 2025-04-07T14:15Z [---] followers, [---] engagements

"$HIMS -80.7% volume vs avg"
X Link 2025-04-07T14:15Z [---] followers, [---] engagements

"Our portfolio is up 0.38% driven by $HIMS and $APP 💪 $TMDX shines with a 5.09% YTD gain. Keep an eye on $OSCR and $ZETA; fundamentals matter 📉 $META and $AMZN are bouncing back Remember patience pays off in fear-driven markets. 🕵♂ #InvestSmart"
X Link 2025-04-07T18:22Z [---] followers, [---] engagements

"Some good news all this mega caps finished green on strong volume today. $NVDA $AMZN $META 👇"
X Link 2025-04-07T20:13Z [---] followers, [---] engagements

"$AMZN +123% volume vs avg a beast 💪🏼"
X Link 2025-04-07T20:13Z [---] followers, [--] engagements

"$META +94% volume vs avg"
X Link 2025-04-07T20:13Z [---] followers, [--] engagements

"$ZETA Economic Index (ZEI) for March 2025: insights from over [---] million consumers. US economy cooling as consumer confidence dips. Economic Index Score dropped to [----] (-3.2% MoM) signaling a softening trend. Still activity stays Active showing resilience despite the gloom"
X Link 2025-04-08T11:14Z [---] followers, [--] engagements

"Bright spot: Travel sector up [---] points MoM boosted by Spring Break spending. Consumers still splurge on experiences even as Discretionary Spend Propensity falls 2.1%. Retail Sales Activity flat (+0.1%) hinting at cautious but steady spending habits"
X Link 2025-04-08T11:14Z [---] followers, [--] engagements

"Our portfolio is up 2.38% pre market 🚀 $OSCR $HIMS and $ZETA are leading the way with solid fundamentals. Remember Peter Lynch: 'Know what you own.' With cash reserves and patience were ready for opportunities 📈 #InvestSmart"
X Link 2025-04-08T12:24Z [---] followers, [---] engagements

"Highly recommend $OSCR audio deep dive If you're interested in learning about this company and our view for the future: 17' minutes but totally worth it if you're an investor or considering https://soundcloud.com/foliotrail/oscar-2025-deep-dive https://soundcloud.com/foliotrail/oscar-2025-deep-dive"
X Link 2025-04-08T12:58Z [---] followers, [---] engagements

"@stocktalkweekly The same stock I bought before this crash. $OSCR"
X Link 2025-04-08T13:02Z [---] followers, [---] engagements

"@moat_heyoka $OSCR Transcript (made with AI so keep that in mind): Deep Dive PDF + Investment Model: https://drive.google.com/file/d/1Oc7JBs8UxWUa7fTldhuONx5wP7karbwx/viewusp=sharing https://drive.google.com/file/d/1g0rgKcP_jvEcfrKdSZpx8PhLVFPYtZfk/viewusp=sharing https://drive.google.com/file/d/1Oc7JBs8UxWUa7fTldhuONx5wP7karbwx/viewusp=sharing https://drive.google.com/file/d/1g0rgKcP_jvEcfrKdSZpx8PhLVFPYtZfk/viewusp=sharing"
X Link 2025-04-09T07:49Z [---] followers, [---] engagements

"$HIMS is showing strong signals With support at $25.40 and resistance between $31-$31.50 plus rising RSI and MACD its a bullish trend. 👀"
X Link 2025-04-10T07:20Z [---] followers, [---] engagements

"I've just uploaded the deep dive podcast on $ZETA Group and our latest deep dive. I think is a great listen and will allow you to understand better what they really do different. Podcast: Deep Dive PDF: I hope you enjoy it https://drive.google.com/file/d/1UFEqZdb7paOmdF4rNvPXnoibwytc8iDf/viewusp=sharing https://on.soundcloud.com/mpT1oCEjGSu9PQaZ7 https://drive.google.com/file/d/1UFEqZdb7paOmdF4rNvPXnoibwytc8iDf/viewusp=sharing https://on.soundcloud.com/mpT1oCEjGSu9PQaZ7"
X Link 2025-04-10T09:54Z [---] followers, [--] engagements

"Market volatility Stay focused on fundamentals 📉 Stocks like $OSCR and $ZETA may dip but $TMDX and $PFE shine with positive YTD changes. Remember calm breeds success. 📈 Time to embrace long-term strategies and seize opportunities 💪 #InvestSmart"
X Link 2025-04-10T14:09Z [---] followers, [---] engagements

"The market's in a rollercoaster ride with high volatility 📉 Our portfolio dipped almost 3% but $TMDX is shining bright 🌟 Watch out for $OSCR $ZETA and $HIMS steep drops. Cash is king as we navigate these choppy waters. Dont be lettuce 🥬 hands #InvestSmart"
X Link 2025-04-10T21:43Z [---] followers, [---] engagements

"$HIMS is currently caught in a tight range bouncing off $25.40 support and facing $31.50 resistance"
X Link 2025-04-11T10:32Z [---] followers, [---] engagements

"$PFE is down 4% but boasts a juicy dividend yield of 7.97%. While stock price may dip even more the long-term outlook could see it soaring. 📈💰 We've started a small position on a possible turnaround company. $PFE position size 1.3% today. They're trading at its lowest for [--] years there is downside risk but we believe [----] and [----] can be poised to a nice upside from here. https://t.co/nHQDlkqF8Y We've started a small position on a possible turnaround company. $PFE position size 1.3% today. They're trading at its lowest for [--] years there is downside risk but we believe [----] and [----] can be"
X Link 2025-04-11T10:35Z [---] followers, [---] engagements

"$TMDX is on fire with a 144% 3-year CAGR and a promising 21% growth ahead With a low EV/Sales of just 4.6x it could be ripe for a rerating or acquisition"
X Link 2025-04-11T13:12Z [---] followers, [---] engagements

"Our portfolio climbed 1.71% today showcasing strength in a shaky market 🚀 $OSCR and $TMDX led the charge while $META and $APP faced minor dips. Remember don't stress over short-term noise 🧘♂ With $HOOD and $MSTR surging were on the right track"
X Link 2025-04-11T21:28Z [---] followers, [---] engagements

"Not too much volume in this growth names today. But well take this green to wrap up this crazy week"
X Link 2025-04-11T21:54Z [---] followers, [--] engagements

"$OSCR $TMDX $ZETA $HIMS"
X Link 2025-04-11T21:55Z [---] followers, [---] engagements

"Two of our top positions are mostly non covered either on X or Analysis. This is what we want $OSCR and $ZETA"
X Link 2025-04-14T12:10Z [---] followers, [---] engagements

"Excellent thread on $ZETA 👏👏 $ZETA is severely undervalued. Among AI SaaS names it has one of the highest expected revenue growth rates yet the lowest PSR. Compare with $BRZE $KVYO $HUBS even $CRM. Valuation is ridiculous IMO.(1/3) $ZETA is severely undervalued. Among AI SaaS names it has one of the highest expected revenue growth rates yet the lowest PSR. Compare with $BRZE $KVYO $HUBS even $CRM. Valuation is ridiculous IMO.(1/3)"
X Link 2025-04-14T18:26Z [---] followers, [---] engagements

"1/3 $OSCR Oscar Healths management team is stacked with healthcare heavyweights driving its [----] turnaround. CEO Mark Bertolini ex-Aetna chief led the company to positive results. Co-founder Mario Schlosser now CTO powers tech innovation with +Oscar"
X Link 2025-04-14T20:30Z [---] followers, [---] engagements

"$HIMS is currently soaring above its 200-Day MA With bullish RSI and MACD signals eyes are on May 5th for earnings that could spark an upward rally if history has anything to say. 🚀"
X Link 2025-04-15T12:12Z [---] followers, [---] engagements

"In pre-market $SPY & $QQQ dip slightly while Bitcoin rises $OSCR & $ZETA face minor setbacks. $TMDX shines $META dips but value remains strong. Our portfolio is resilient with 35.9% cash ready for opportunities. Stay focused on fundamentals 📈💪"
X Link 2025-04-15T12:14Z [---] followers, [---] engagements

"You now what happens when you stare at stock prices every hour or day Nothing. Investing is patience. Measured in years of quality returns. $OSCR $ZETA $HIMS $TMDX $BTC"
X Link 2025-04-15T13:48Z [---] followers, [---] engagements

"$ZETA Wall St. Price Targets 📈: Mean target at $33.46 with a high of $44.00 Current price: $11.91. Analysts are bullish with [--] Buys & [--] Outperforms. Potential upside: 281% 💥 Usually dont care about analysts PT. But I share their view here"
X Link 2025-04-15T14:08Z [---] followers, [---] engagements

"The market's mixed signals can't shake our resilient portfolio Gains today with patience paying off for $HIMS & $NU. $META & $AMZN face pressure but we're keeping the faith #InvestSmart"
X Link 2025-04-15T16:57Z [---] followers, [---] engagements

"📈 Market update Sentiment is 'Extreme Fear' (Fear and Greed Index at 19). Major indexes ($SPY $QQQ $IWM) below key moving averages. $VIX elevated at [-----]. $US10Y yield at 4.32%. Crude down to $66.48. $BTC at $83997 neutral momentum"
X Link 2025-04-15T20:05Z [---] followers, [--] engagements

"Our portfolio gained 0.47% today with $HIMS up 4.66%. $TMDX and $MELI rose 1.22% and 3.99% respectively. $BTC and $META declined. The fear and greed index is at 'Extreme Fear' suggesting value opportunities may emerge. Cash position remains strong"
X Link 2025-04-15T20:36Z [---] followers, [---] engagements

"Focus on 3-4 key drivers of a business. Ignore the noise for clearer decisions. 🎯 $OSCR $TMDX $ZETA $HIMS"
X Link 2025-04-16T14:44Z [---] followers, [---] engagements

"Be patient buy cheap and bet big on mispriced stocks with low risk. Stay in your lane for outsized gains. $OSCR $TMDX $HIMS $ZETA 😁"
X Link 2025-04-16T23:47Z [---] followers, [---] engagements

"Today was a tough day for portfolios down -1.84% $OSCR and $TMDX held strong while Bitcoin ($BTC) saw a slight gain. $META and $AMZN dipped and $HIMS and $HOOD struggled. Stay patient and focus on value 💪📈 #Investing"
X Link 2025-04-16T23:51Z [---] followers, [---] engagements

"2/5: Track record is stellar: 159% revenue growth in [----] ($241.6M) 83% in [----] ($441.5M). OCS cases up 58% in [----] (3715). NOP & Summit Aviation acquisition boosted transplant volumes 12% (heart/liver). Targeting 10K transplants by [----] ($1.2B rev)"
X Link 2025-04-17T00:03Z [---] followers, [---] engagements

"Portfolio daily loss of 0.48% reflecting broader market caution. $OSCR and $HIMS show notable declines. $NU and $APP bring positive momentum. Despite a tough environment $PFE's gains highlight the importance of fundamentals"
X Link 2025-04-17T17:49Z [---] followers, [---] engagements

"End of week portfolio update: holding strong with a +0.496% today 🚀 $TMDX +3.35% & $APP +3.56% lead the way 📈 $OSCR down 2.43% but remember patience pays off 💪 $META & $AMZN under pressure while Bitcoin hits $85008 💰 Cash at 36.37% Let's stick to fundamentals"
X Link 2025-04-17T23:01Z [---] followers, [---] engagements

"Earnings calendar updated daily. $TMDX $ZETA $OSCR $HIMS"
X Link 2025-04-17T23:04Z [---] followers, [---] engagements

"$SPY finished the week between EMA 100w and 200w. This is still a good sign consolidating here until we get clearance from Tariffs/Recession fears"
X Link 2025-04-17T23:55Z [---] followers, [--] engagements

"How do you stack against the US equity market 📉 Average YTD Returns: U.S. Large-Cap Growth Equity: 15.12% U.S. Large-Cap Blend Equity: 13.01% U.S. Large-Cap Value Equity: 9.97% U.S. Flex-Cap Equity: 14.32% U.S. Equity Income: 9.71%"
X Link 2025-04-18T15:41Z [---] followers, [--] engagements

"@TheRonnieVShow Tech platform speed of response and NPS. Other stocks $TMDX $HIMS $ZETA"
X Link 2025-04-19T18:13Z [---] followers, [---] engagements

"$HIMS CEO/Founder: @AndrewDudum is a serial entrepreneur driven by empathy creativity and a customer-first mentality. He dropped out of Wharton at [--] choosing startup life over traditional education. Early ventures taught him rapid iteration and relentless experimentation 🧵"
X Link 2025-04-20T14:58Z [---] followers, [---] engagements

"In [----] founded Hims (now Hims & Hers) after seeing peers quietly struggle with stigmatized health issues. His mission: destigmatize wellness through sleek branding telehealth convenience and personalized caretransforming uncomfortable conversations into everyday solutions"
X Link 2025-04-20T14:58Z [---] followers, [--] engagements

"Leadership-wise Dudum champions simplicity (Keep it simple) humility and small-team agility. Influenced by Pixars creativity principles he fosters a culture that encourages experimentation ownership and rapid learning from failuresessential for continued innovation"
X Link 2025-04-20T14:58Z [---] followers, [--] engagements

"Today Hims & Hers is a leading public telehealth company ($6B market cap) continually innovating around consumer health needs. Dudums bold vision To become the Netflix of healthcarereinventing how we think about wellness one candid conversation at a time"
X Link 2025-04-20T14:58Z [---] followers, [--] engagements

"Markets are dumping with $SPY and $QQQ down over 2%. Our portfolio faces headwinds with declines in $OSCR $HIMS and $ZETA. Bright spots are $TMDX and $BTC"
X Link 2025-04-21T16:27Z [---] followers, [---] engagements

"More Bullish Points 💪 * SG&A ratio improved [---] bps to 19.1% via cost efficiencies * AI-driven tools cut ER readmissions by 10% & streamlined 50%+ of urgent care tasks * Strong [----] outlook: $11.2-$11.3B revenue 80.7%-81.7% MLR $225-$275M earnings from ops"
X Link 2025-04-22T14:26Z [---] followers, [--] engagements

"Challenges * Q4 MLR rose [---] bps YoY to 81.7% driven by higher risk transfer payables * Effectuation gap: 1.98M enrolled vs. 1.8M paid members (9.1% impact) * Potential membership churn risk from CMS file-to-reconcile process in April"
X Link 2025-04-22T14:26Z [---] followers, [--] engagements

"@navajav5227 Trust the company and be patient this market is not easy. Just hold strong"
X Link 2025-04-22T14:27Z [---] followers, [--] engagements

"📈 Our portfolio is up today proving strong amid market swings 🚀 $TMDX & $BTC lead the charge with gains over 3% While $OSCR dips $NU & $AMZN climb too. Watch $HIMS & $ZETA for recovery signs"
X Link 2025-04-22T16:20Z [---] followers, [---] engagements

"🚀 Our portfolio's up 1.87% today Stars like $HIMS and $HOOD are boosting gains while $OSCR and $ZETA are bouncing back. $TMDX +42% YTD $META and $AMZN show resilience and $MELI and $NU are thriving. Despite market fear we're strong Remember Lynch: 'Know what you own.' 📈"
X Link 2025-04-24T15:26Z [---] followers, [---] engagements

"Early bullish signals for $NU support maintaining exposure as technical momentum aligns with portfolio gains above YTD average. This beast is about to wake up"
X Link 2025-04-24T19:05Z [---] followers, [---] engagements

"Port with a 2.44% daily boost driven by $ZETA $HIMS and $HOOD. $SPY and $QQQ's rise signals recovery. $BTC is steady"
X Link 2025-04-24T20:09Z [---] followers, [---] engagements

"Up 0.62% $TMDX pos +38.02% YTD 'invest in what you know'. $OSCR & $ZETA lag but tick up. $BTC gains fear at 33stay wise 🌟"
X Link 2025-04-25T16:28Z [---] followers, [---] engagements

"Our portfolio gained 1.48% led by $ZETA $OSCR and $BTC today. $HOOD and $NU also pushed"
X Link 2025-04-25T20:13Z [---] followers, [---] engagements

"Solid +0.34% that we take as a success. Notables: $APP +3.12% $OSCR +2.86%. $SPY and $BTC show nimble gains. Focus on long-term fundamentals. This week we start with earnings 🙂"
X Link 2025-04-28T20:09Z [---] followers, [---] engagements

"Of our top [--] positions: $TMDX launched $BTC launched $HIMS breaking out $OSCR breaking out. Next will be $ZETA"
X Link 2025-04-29T16:44Z [---] followers, [---] engagements

"Top positions by size $OSCR $TMDX $HIMS $ZETA"
X Link 2025-04-29T20:21Z [---] followers, [---] engagements

"Down -2.31% so far today. $OSCR $ZETA and $APP dragging the most"
X Link 2025-04-30T18:40Z [---] followers, [---] engagements

"Our portfolio dipped -1.01% today. $OSCR and $ZETA dropped +7.37% for April and flat YTD"
X Link 2025-04-30T20:07Z [---] followers, [---] engagements

"Quote from Jason Warnick CFO of $HOOD. "Delinquency rates write-offs are all very very low and in line with our expectations. And when we look at broader industry data there's nothing that we're seeing that's particularly concerning""
X Link 2025-05-01T09:35Z [---] followers, [--] engagements

"From our top [--] positions (min 5% size). Only these are trending up on their EMAs and SMAs (daily): $TMDX and $BTC. Notable mention to $NU waking up on the EMA (which reacts faster). The other [--] are trending down. More pain or more gain ahead $OSCR $HIMS $ZETA $META $AMZN"
X Link 2025-05-01T10:30Z [---] followers, [---] engagements

"Homework for today: $ZETA $XYZ $MSTR $AMZN"
X Link 2025-05-01T12:06Z [---] followers, [---] engagements

"The boss is back in town. This is good for equities The last time $MSFT moved up more than 8% in a single day was November [----]. 👀 https://t.co/SHMACC4eAg The last time $MSFT moved up more than 8% in a single day was November [----]. 👀 https://t.co/SHMACC4eAg"
X Link 2025-05-01T16:11Z [---] followers, [--] engagements

"Listening to the $ZETA earnings call. These analysts are just awful trying to force their point and choke them on nothing but imaginations. 🤬"
X Link 2025-05-01T21:09Z [---] followers, [---] engagements

"Analysts have been eyeing advertising revenue at Amazon and other technology companies in search of warning signs that businesses are pulling back due to economic uncertainty. In the first quarter Amazons quarterly ad revenue grew by 18% $AMZN"
X Link 2025-05-02T08:01Z [---] followers, [--] engagements

"@alc2022 [--] so far: $HOOD $ZETA $AMZN $META $PFE"
X Link 2025-05-02T09:16Z [---] followers, [---] engagements

"$ZETA earnings: Sales up 36% to $264M adj. EBITDA +53% to $47M profit margin 17.7% free cash flow $28M (60% of profit). AI "Agent Studio" crushing. 👉 Story unchanged price dipped on this release holding strong"
X Link 2025-05-02T10:15Z [---] followers, [---] engagements

"Our portfolio is up 2.40%. $HIMS leads with a 7.08% rise $APP up 7.56%. $HOOD rises 6.59%. $SPY $QQQ $IWM are positive. Fear & Greed Index is at 'Fear.' $ZETA faded morning gains so far"
X Link 2025-05-02T15:56Z [---] followers, [---] engagements

"Our portfolio gained 2.82%. $HIMS surged 12.56% $APP rose 10.06% while $OSCR and $ZETA lag YTD. $ASPN up 5.03%; $MELI and $PFE green YTD. Fear Index at [--] suggests caution. Focus on fundamentals"
X Link 2025-05-02T20:10Z [---] followers, [---] engagements

"1/5 Warren Buffett latest insights. Investing patience: Opportunities don't come constantly. "things don't come along in an orderly fashion and they never will". Don't feel pressured to invest just because you have cash. Wait for the rare attractive chances"
X Link 2025-05-03T16:16Z [---] followers, [---] engagements

"$OSCR $TMDX $ZETA $HIMS The work is always done before then you harvest"
X Link 2025-05-04T17:37Z [---] followers, [---] engagements

"The $VIX is at [-----] significantly above the 50/100/200-day averages indicating increased market volatility risk"
X Link 2025-05-05T09:42Z [---] followers, [--] engagements

"This growth was fueled by robust subscriber increases reaching nearly [---] million and significant uptake of personalized solutions particularly in newer categories like weight loss"
X Link 2025-05-06T10:31Z [---] followers, [--] engagements

"Gross margin for the quarter was 73% impacted by the rapid scaling of GLP-1 offerings in the weight loss category. Hims & Hers affirmed its full-year [----] revenue guidance of $2.3 billion to $2.4 billion and raised its Adjusted EBITDA guidance to $295 million to $335 million"
X Link 2025-05-06T10:31Z [---] followers, [--] engagements

"🌅 Morning investors Despite recent dips in $SPY (-0.74%) $QQQ (-0.99%) and $IWM (-0.86%) pre-market sentiment tilts towards greed (58). 📈 Volatility up with $VIX at [-----] $US10Y steady at 4.34% and crude oil surged 2.31%. Meanwhile $BTC fell 0.99% with RSI at 59.6"
X Link 2025-05-06T12:42Z [---] followers, [--] engagements

"1/5: $ZETA April Economic Index shows a curious trend: consumers feel uneasy yet their spending remains steady. Real-time data from 245M+ US consumers reveals actions speak louder than anxieties"
X Link 2025-05-06T13:04Z [---] followers, [---] engagements

"Earnings for tomorrow $OSCR $APP $MELI"
X Link 2025-05-06T14:35Z [---] followers, [---] engagements

"$OSCR: quick reminder this is what they've said on Q4: "For [----] the Company anticipates Total Revenue of $11.2 b to $11.3 b a MLR of 80.7% to 81.7% a SG&A Expense Ratio of 17.6% to 18.1% and Earnings from Ops of $225 m to $275 m""
X Link 2025-05-06T15:33Z [---] followers, [---] engagements

"Listening to $OSCR earnings call. This gets more bullish every time I listen"
X Link 2025-05-07T12:05Z [---] followers, [---] engagements

"Market update: The Fear and Greed Index is at [--] indicating mild greed. $SPY $QQQ and $IWM show gains above key averages; $VIX drops to [-----]. $US10Y falls to 4.28% crude down 1.72%. $BTC slips 0.73% but stays above averages with RSI at [-----] suggesting overbought"
X Link 2025-05-07T20:11Z [---] followers, [---] engagements

"Our portfolio rose 6% today led by $OSCR's 30% gain. $HIMS and $TMDX helped a lot too. Top positions by size: $OSCR $HIMS $TMDX $ZETA $BTC"
X Link 2025-05-07T20:14Z [---] followers, [---] engagements

"As I said earlier while listening to earnings call. Makes no sense Long $OSCR $OSCR [---] billion of cash and investments. Market cap [----] billion. No debt lol $OSCR [---] billion of cash and investments. Market cap [----] billion. No debt lol"
X Link 2025-05-07T21:09Z [---] followers, [---] engagements

"OMG $APP business is just unstoppable. Listening to the earnings call. This company continues to surprise. Every time you'd wish you own more shares even after the price raises exponentially"
X Link 2025-05-08T07:39Z [---] followers, [---] engagements

"$HIMS we have a new CTO 👏👏 Hims Inc. - Hims & Hers Appoints AI Expert and Former President and CTO at Cruise as Chief Technology Officer https://investors.hims.com/news/news-details/2025/Hims--Hers-Appoints-AI-Expert-and-Former-President-and-CTO-at-Cruise-as-Chief-Technology-Officer/default.aspx https://investors.hims.com/news/news-details/2025/Hims--Hers-Appoints-AI-Expert-and-Former-President-and-CTO-at-Cruise-as-Chief-Technology-Officer/default.aspx"
X Link 2025-05-08T10:51Z [---] followers, [---] engagements

"Good morning Pre-market sentiment shows 'Greed' with a Fear and Greed Index at [--]. $SPY $QQQ $IWM up over 0.9%. $VIX at [-----] suggests lower volatility. $US10Y steady at 4.28% CRUDE up 1.9%. $BTC surges 2.45% RSI at [--] indicates overbought"
X Link 2025-05-08T12:59Z [---] followers, [---] engagements

"My worst performers YTD are $SG and $ASPN. Position sizes 0.5% and 2.5%"
X Link 2025-05-08T20:39Z [---] followers, [---] engagements

"$MELI Q1 review. Story unchanged. Price up. Action hold. MercadoLibre reported robust Q1 results with 37% YoY revenue growth to $5.9 billion and net income of $494 million. Both e-commerce and fintech divisions saw strong user and volume growth particularly in Argentina. The balance sheet remains solid supporting ongoing investments in growth initiatives despite some margin pressure in Brazil and Mexico due to these strategic reinvestments"
X Link 2025-05-08T21:06Z [----] followers, [--] engagements

"🌅 Morning market vibes $SPY $QQQ and $IWM are up pre-market while the Fear and Greed Index shows greed at [--]. Volatility dips with VIX at [-----] and $CRUDE jumps 1.753% to $66.75. $BTC dipped 0.278% but stays bullish with RSI at [--]. What will happen when $VIX is 18"
X Link 2025-05-09T12:01Z [---] followers, [---] engagements

"Today's market was mixed: $SPY down $QQQ up $BTC positive. $TMDX surged 20% while $ASPN and $ETH had double-digit gains. $HIMS and $BTC contributed positively. $SG and $META declined. $ZETA shows modest gains. Portfolio up 3.22%"
X Link 2025-05-09T20:42Z [---] followers, [---] engagements

"$OSCR cup and handle pattern at $17$18.6 along with strong institutional inflow suggests breakout potential if $18.6 is cleared"
X Link 2025-05-10T08:13Z [---] followers, [---] engagements

"$OSCR some metrics for context. Mkt cap: $4.3B. Next 2yr EPS CAGR (analysts) 230% Next 12m P/E 39x. Next 12m EV/Revenues 0.22x. You have a team delivering triple digit earnings growth 50% rev growth and +60 NPS. Still too cheap IMO"
X Link 2025-05-10T14:40Z [---] followers, [---] engagements

"$BTC chilling at 104k trade talks progressing well $HIMS going global and preparing to amass the peptides market $OSCR executing flawlessly $TMDX saving lives by the day. What more can you ask for Sunday 😅"
X Link 2025-05-11T17:25Z [---] followers, [---] engagements

"Up 5% pre market but fading. Up 2.7% now. Top positions by size today: $HIMS $OSCR $TMDX $ZETA $BTC"
X Link 2025-05-12T14:54Z [---] followers, [---] engagements

"Looks like some profit taking on $OSCR today. But low volume so far. And RSI indicates overbought"
X Link 2025-05-12T14:55Z [---] followers, [---] engagements

"$ZETA [--] months ago was trading at $16. Today we're "pumping" at $14. We have so much room to move up"
X Link 2025-05-12T15:07Z [---] followers, [---] engagements

"$OSCR has always had low liquidity meaning if we have big trades hitting the tape price reacts instantly. So we can be red now and finish green later in the day"
X Link 2025-05-12T15:10Z [---] followers, [---] engagements

"Our portfolio is up 3.14% now led by $HIMS (8.74%) and $ASPN (8.69%). $META and $AMZN gain over 6%. $ZETA shows slight recovery. Cash position remains stable"
X Link 2025-05-12T15:14Z [---] followers, [---] engagements

"$OSCR changing character. EMAs are on the rise but SMAs haven't caught up yet. This shift is all part of the game. 👇"
X Link 2025-05-12T17:22Z [---] followers, [----] engagements

"Top gainers YTD average cost for us are: 1) $TMDX up 73% from our YTD average cost. 2) $HIMS up 65% YTD average cost. 3) $APP up 30% YTD average cost"
X Link 2025-05-12T18:17Z [---] followers, [---] engagements

"Our portfolio rose 3.52% today led by gains in $HIMS (6.33%) $TMDX and $ZETA (7.27%). $META and $AMZN increased 8%. $OSCR and $BTC dipped slightly. $SPY and $QQQ gained late. Fear and Greed Index at [--] suggests optimism"
X Link 2025-05-12T20:37Z [---] followers, [---] engagements

"@ManthanTweets1 Thanks yes this is the seasonality that Waleed was talking about in the call. This is the part $TMDX has no control of can be up or down. But looking great so far"
X Link 2025-05-13T10:17Z [---] followers, [---] engagements

"Our service aims for capital appreciation by targeting reasonably valued growth companies or undervalued established ones. We focus on minimizing downside risk in bear markets and maximizing upside in bull markets"
X Link 2025-05-13T14:00Z [---] followers, [--] engagements

"The service isn't for day or swing trading but may take small positions for mean-reversion (e.g. short reports for $APP or $TMDX) or hedging (buying puts for earnings protection)"
X Link 2025-05-13T14:00Z [---] followers, [---] engagements

"@CyclesWithBach Good move with $OSCR 😉"
X Link 2025-05-13T15:05Z [---] followers, [---] engagements

"Port up 2.45% so far led by $HIMS $APP and $HOOD. $ZETA +2% shows recovery potential $ASPN 10% jump signals turnaround opportunities. $META grows steadily. $SPY and $QQQ are up $IWM flat. $OSCR dips today pulled by $UNH"
X Link 2025-05-13T15:28Z [---] followers, [---] engagements

"Another quote from one of the GOATs: "Selling your winners and holding your losers is like cutting the flowers and watering the weeds." $HIMS $TMDX $APP"
X Link 2025-05-13T17:33Z [---] followers, [---] engagements

"📈 Market update The Fear and Greed Index at [--] indicates strong greed. $SPY $QQQ and $IWM are above key averages with RSIs near 65-67. $VIX at [-----] signals lower volatility. US10Y rises to 4.49%. Crude jumps 3.30%. $BTC climbs nearly 1%"
X Link 2025-05-13T17:56Z [---] followers, [---] engagements

"Preparing the $NU earnings write-up and updated the Deep Dive PDF. Investment models and price targets remain the same. $NU is strong in LatAM but faces competition from MercadoLibre in Mexico. Will send out update to subscribers today"
X Link 2025-05-14T09:27Z [---] followers, [---] engagements

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