# ![@FrostlineAlphaX Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1915015157455237120.png) @FrostlineAlphaX Frostline Alpha

Frostline Alpha posts on X about $nvo, $hubs, $novob, $lly the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1915015157455237120/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1915015157455237120/c:line/m:interactions.svg)

- [--] Week [-----] +193%
- [--] Month [-----] -20%
- [--] Months [-------] +23,137%

### Mentions: [--] [#](/creator/twitter::1915015157455237120/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1915015157455237120/c:line/m:posts_active.svg)

- [--] Week [--] +314%
- [--] Month [--] +105%
- [--] Months [---] +2,256%

### Followers: [---------] [#](/creator/twitter::1915015157455237120/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1915015157455237120/c:line/m:followers.svg)

- [--] Week [---] +4.40%
- [--] Month [---] +2.90%
- [--] Months [---] +227%

### CreatorRank: undefined [#](/creator/twitter::1915015157455237120/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1915015157455237120/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks) 

**Social topic influence**
[$nvo](/topic/$nvo), [$hubs](/topic/$hubs) #50, [$novob](/topic/$novob), [$lly](/topic/$lly), [in the](/topic/in-the), [ai](/topic/ai), [copenhagen](/topic/copenhagen), [$hims](/topic/$hims), [$pypl](/topic/$pypl), [ceo](/topic/ceo)

**Top accounts mentioned or mentioned by**
[@hanakamatsu](/creator/undefined) [@investseekers](/creator/undefined) [@yaminirangan](/creator/undefined) [@hubspot](/creator/undefined) [@aktiediplomaten](/creator/undefined) [@martinhemlig](/creator/undefined) [@cipherinc](/creator/undefined) [@cleansparkinc](/creator/undefined) [@mara](/creator/undefined) [@riotplatforms](/creator/undefined) [@tacticzh](/creator/undefined) [@hedgeye](/creator/undefined) [@notfomo](/creator/undefined) [@ttunguz](/creator/undefined) [@acumenfutures](/creator/undefined) [@maxonwifi](/creator/undefined) [@unusualwhales](/creator/undefined) [@zreitano](/creator/undefined) [@ro](/creator/undefined) [@amitisinvesting](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Eli Lilly and Company (LLY)](/topic/$lly) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Vixco (VIX)](/topic/$vix) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/microsoft) [UnitedHealth Group (UNH)](/topic/$unh) [The Official [--] Coin (67)](/topic/$67) [69Coin (69)](/topic/$69) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Lululemon Athletica Inc (LULU)](/topic/$lulu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"It's now easier to trade in $NOVO_B in Copenhagen vs. $NVO given the EURUSD volatility"  
[X Link](https://x.com/FrostlineAlphaX/status/1925853285790929082)  2025-05-23T09:56Z [--] followers, [--] engagements


"@Aktiediplomaten @Martinhemlig Great to have you back :) I am also big in NVO atm. It is ridiculously cheao in todays setting. I can see a 50-100% return on it easily in 12-24 months from here"  
[X Link](https://x.com/FrostlineAlphaX/status/1952466010491232411)  2025-08-04T20:25Z [--] followers, [--] engagements


"Trump is looking to set tariffs on European pharma and other products. US software companies equally vacuum GDP from Europe en masse. Maybe we could do something about that Our shorthand is of course the Russian invasion to Ukraine - we need US help more than anything and cant"  
[X Link](https://x.com/FrostlineAlphaX/status/1952805066517430298)  2025-08-05T18:53Z [--] followers, [--] engagements


"@Han_Akamatsu Yup Seems like the market is taking rhis positively so far. Earnings already out here: https://www.globenewswire.com/news-release/2025/08/06/3128026/0/en/Novo-Nordisk-s-sales-increased-by-16-in-Danish-kroner-and-by-18-at-constant-exchange-rates-to-DKK-154-9-billion-in-the-first-six-months-of-2025.html https://www.globenewswire.com/news-release/2025/08/06/3128026/0/en/Novo-Nordisk-s-sales-increased-by-16-in-Danish-kroner-and-by-18-at-constant-exchange-rates-to-DKK-154-9-billion-in-the-first-six-months-of-2025.html"  
[X Link](https://x.com/FrostlineAlphaX/status/1952973870446899489)  2025-08-06T06:03Z [--] followers, [---] engagements


"$NVO earnings are out. Nothing too surprising given last weeks announcement already. Seems the market is appreciating the lack of surprises. Shares are up almost at $49 in overnight trading. https://www.globenewswire.com/news-release/2025/08/06/3128026/0/en/Novo-Nordisk-s-sales-increased-by-16-in-Danish-kroner-and-by-18-at-constant-exchange-rates-to-DKK-154-9-billion-in-the-first-six-months-of-2025.html"  
[X Link](https://x.com/FrostlineAlphaX/status/1952974366871879869)  2025-08-06T06:05Z [--] followers, [---] engagements


"I dont understand $LLY s valuation compared to $NVO. P/E difference: $LLY [----] $NVO [-----] If $NVO was priced with a similar multiple one share would be worth about $202. Now its at $46. One of the reasons Im optimistic about Novo. 🚀"  
[X Link](https://x.com/FrostlineAlphaX/status/1953069911938417091)  2025-08-06T12:25Z [--] followers, [---] engagements


"@Han_Akamatsu Could be - both $LLY and $NVO have pretty much equal short interest less than 1% atm. Then again if LLY doesn't drop - it can guide NVO higher as well"  
[X Link](https://x.com/FrostlineAlphaX/status/1953074693398749435)  2025-08-06T12:44Z [--] followers, [---] engagements


"With $HIMS core business slowing down GLP-1 battles becoming more challenging (legal action surely in the near term horizon) this isn't surprising. I traded $HIMS successfully for a several hundred percent profit but I've been on the sidelines for a while now. $HIMS can bounce $HIMS CEO Andrew Dudum continues absolute *DUMPING* stock on the $HIMS cult. He just sold [------] shares for ***$33562320*** The $HIMS cult thinks the low $50s is a "dip" to buy. Meanwhile the CEO is dumping tens of millions of dollars at.$50.58/share. Dudum knows what $HIMS CEO Andrew Dudum continues absolute *DUMPING*"  
[X Link](https://x.com/FrostlineAlphaX/status/1955320230713958405)  2025-08-12T17:27Z [--] followers, [--] engagements


"Berkshire takes stake in $UNH and stock is up 10% to $300. $NVO is in a similar situation but let's see how long it takes "us" to get back up to the 60s. No stake in $UNH"  
[X Link](https://x.com/FrostlineAlphaX/status/1956225282253238413)  2025-08-15T05:23Z [--] followers, [---] engagements


"$NVO $NOVO_B Nice rebound in Copenhagen. Tested the support and bouncing back up. Now we need to break through $58 sustainably in the US. That red candle also strengthening support below. Let's go"  
[X Link](https://x.com/FrostlineAlphaX/status/1960610155701137794)  2025-08-27T07:47Z [--] followers, [--] engagements


"While the US is closed for Labor Day $NVO $NOVO_B in Copenhagen is flying. +2.75% for the day. Another 25% or so to go until the PT. Looking good thus far"  
[X Link](https://x.com/FrostlineAlphaX/status/1962450801432949010)  2025-09-01T09:41Z [--] followers, [--] engagements


"Started a small position in $HIMS based on the $LLY legal proceedings - might be beneficial for compounders if larger companies can't show damages sufficiently (though I believe this is more on LLY). $HIMS has also supported the $41-42 support nicely. Looking to sell to a bounce"  
[X Link](https://x.com/FrostlineAlphaX/status/1963170821880299789)  2025-09-03T09:22Z [--] followers, [--] engagements


"This is the legal case I'm referring to. https://x.com/himshouse/status/1962966581199437840 $HIMS $LLY $NVO 🚨 MASSIVE NEWS FOR COMPOUNDED GLP-1s JUDGE WEIGHS IN ON "PERSONALIZATION" STANDARD "Personalization does not mean that every compounded medication must be different for every patient; it instead need only be tailored to the specific goals of the patient" https://t.co/3SSagTA91x https://x.com/himshouse/status/1962966581199437840 $HIMS $LLY $NVO 🚨 MASSIVE NEWS FOR COMPOUNDED GLP-1s JUDGE WEIGHS IN ON "PERSONALIZATION" STANDARD "Personalization does not mean that every compounded"  
[X Link](https://x.com/FrostlineAlphaX/status/1963171320566329413)  2025-09-03T09:24Z [--] followers, [--] engagements


"$HIMS is up almost 8% as of now little more than $3/share. Nice"  
[X Link](https://x.com/FrostlineAlphaX/status/1963241717169033457)  2025-09-03T14:04Z [--] followers, [--] engagements


"$NVO isn't looking as strong as I wanted - we're currently headed below the 10D MA and I sold 75% of my ownership in the stock"  
[X Link](https://x.com/FrostlineAlphaX/status/1963606254921605293)  2025-09-04T14:13Z [--] followers, [---] engagements


"$PYPL I've been following this for a while and the dip looked attractive today looked way oversold. Grabbed some shares at $67"  
[X Link](https://x.com/FrostlineAlphaX/status/1963614990524387530)  2025-09-04T14:47Z [--] followers, [---] engagements


"$PYPL If we close above $69 today we've got ourselves a green weekly bar with a long recovery. Should be a great sign going into next week"  
[X Link](https://x.com/FrostlineAlphaX/status/1963860514229858723)  2025-09-05T07:03Z [--] followers, [--] engagements


"$SPY SP500 looking to open at new ATHs. 📈"  
[X Link](https://x.com/FrostlineAlphaX/status/1963917372940484995)  2025-09-05T10:49Z [--] followers, [--] engagements


"Getting back in to $NVO. Anything at or below $54.50 is a steal for this value giant. I anticipate us to build a base here and then climb theough the $58 resistance to the $60s"  
[X Link](https://x.com/FrostlineAlphaX/status/1964985134614282358)  2025-09-08T09:32Z [--] followers, [---] engagements


"This is easy to agree with. Then again I believe a lot of the risk is already priced in giving $NVO a great valuation. A lot more upside than downside here. Volatility towards month end is bound to increase as the DL approaches for drug price changes"  
[X Link](https://x.com/FrostlineAlphaX/status/1965017206510813528)  2025-09-08T11:39Z [--] followers, [---] engagements


"I'm looking at $MARA. Their market cap is $5.6B and they have [--] [---] BTC that were valued at $5.35B. Seems to me that the market isn't giving the company's other parts a lot of value. With four of the largest #BTC miners providing their August monthly operational mining updates it provides an opportunity to compare the data. @CipherInc @CleanSpark_Inc @MARA and @RiotPlatforms. https://t.co/LgXAV1ymb7 With four of the largest #BTC miners providing their August monthly operational mining updates it provides an opportunity to compare the data. @CipherInc @CleanSpark_Inc @MARA and @RiotPlatforms."  
[X Link](https://x.com/FrostlineAlphaX/status/1965310345851089157)  2025-09-09T07:04Z [--] followers, [---] engagements


"$NVO is again at incredibly attractive levels. It looks way oversold to me. I got in a little too early at $53.60s-$54. Let's see if it holds the support here"  
[X Link](https://x.com/FrostlineAlphaX/status/1965411796812263727)  2025-09-09T13:47Z [--] followers, [---] engagements


"$NVO 👀 Very nice break out towards $54. I was unable to find any related news but there was a huge buy that triggered the surge. Very good development if this is the support and we're heading towards $58 again to test the resistance"  
[X Link](https://x.com/FrostlineAlphaX/status/1965441245884678413)  2025-09-09T15:44Z [--] followers, [---] engagements


"Luckily reached ATH yesterday with the help of $NVO but the stock is trading at $51.93 in overnight trading and going to take my leveraged account down today. The stock is down some 4.4% already. Should be a positive thing for the company going into the future though. $NVO is probably set for a tough day: the company launches a major restructuring cutting [----] jobs (5000 in Denmark) to streamline operations and reinvest in diabetes/obesity growth. The plan targets DKK 8bn in annual savings by [----] but brings one-off costs of DKK 8bn $NVO is probably set for a tough day: the company launches a"  
[X Link](https://x.com/FrostlineAlphaX/status/1965658894417764544)  2025-09-10T06:09Z [--] followers, [---] engagements


"$NVO $NOVO_B First minutes of trading in Copenhagen are encouraging and there seems to be support on the markets (rightfully so) for these tough job cuts. Hope the market sees past the short term impact"  
[X Link](https://x.com/FrostlineAlphaX/status/1965673712902176956)  2025-09-10T07:08Z [---] followers, [---] engagements


"$NVO 🚀 Great announcement and a good catalyst for us to perhaps break through $57 resistance to higher levels. https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916425 https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916425"  
[X Link](https://x.com/FrostlineAlphaX/status/1967564347741520243)  2025-09-15T12:21Z [---] followers, [--] engagements


"@Han_Akamatsu It seems they acquired a company and the owners had to sell If that's the case nothing fundamental really should have changed. Will have to dig deeper if this really is the case. https://finance.yahoo.com/news/crypto-miners-rally-pre-market-111447542.html https://finance.yahoo.com/news/crypto-miners-rally-pre-market-111447542.html"  
[X Link](https://x.com/FrostlineAlphaX/status/1967629332295323973)  2025-09-15T16:39Z [---] followers, [---] engagements


"@Han_Akamatsu Here's some more info on the situation - not very nice tbh :) https://x.com/bigmagicdao/status/1929924199881289962 Nakas PIPE investors got in at $1.12 with no lockup455M shares. At $20 theyre sitting on a 20x. But with average daily volume around $2M theres $10B in potential sell pressure waiting to dump. Post-merge things are going to get ugly. Imaging the dummy buys at $20 https://t.co/Xlz6YDtlrm https://x.com/bigmagicdao/status/1929924199881289962 Nakas PIPE investors got in at $1.12 with no lockup455M shares. At $20 theyre sitting on a 20x. But with average daily volume"  
[X Link](https://x.com/FrostlineAlphaX/status/1967630825614368943)  2025-09-15T16:45Z [---] followers, [--] engagements


"$NVO $NOVO_B 🚀 Novo Nordisk is on a roll and despite yesterday's red candle the stock has performed well in CPH today. We're anticipating an open around $57.30 today and this is a +3% change to yesterday already. The $60s - here we come 📈"  
[X Link](https://x.com/FrostlineAlphaX/status/1967934309689598364)  2025-09-16T12:51Z [---] followers, [---] engagements


"$NVO has come down to $57.40 in the pre-market. I anticipate it will still get a bit lower as next week's deadline for MFN drug pricing is set to kick in. After that though Novo might be on a run if Trump doesn't forcefully lower Novo's sales in the US"  
[X Link](https://x.com/FrostlineAlphaX/status/1971144466699583752)  2025-09-25T09:27Z [---] followers, [---] engagements


"$LULU is on a run. I got in at $169 after the small gap up. The monthly volume is insane and I anticipate all sellers have done their work meaning only buyers remain. This should go on a good run in the coming weeks"  
[X Link](https://x.com/FrostlineAlphaX/status/1971144982770884929)  2025-09-25T09:29Z [---] followers, [---] engagements


"$NVO After a while got back into Novo at $54. While the MFN pricing is still not decided I am taking cues from $LLY which hasnt dropped as much as Novo"  
[X Link](https://x.com/FrostlineAlphaX/status/1972594650679812556)  2025-09-29T09:29Z [---] followers, [---] engagements


"$NVO $NOVO_B Picked up some more Novo Nordisk on sale in today's pre-market. I bought a good amount yesterday as well and sold them at $55.40. Rinse and repeat. Volatility with Lilly is nothing compared to Novo - which tells me this is an overreaction"  
[X Link](https://x.com/FrostlineAlphaX/status/1972937896140451998)  2025-09-30T08:13Z [---] followers, [---] engagements


"@TacticzH Wow goes on to show how deviated these companies are from each other. Just seen a few DKK [---] PTs for Novo. That would be a massiva undervaluation or a 50+% decapitation of their obesity category with little to no growth to count for. Personally bullish 🚀"  
[X Link](https://x.com/FrostlineAlphaX/status/1972953681319677997)  2025-09-30T09:16Z [---] followers, [----] engagements


"So is this it Pressure off Novo and others $NVO *TRUMP: PFIZER AGREED TO OFFER MEDICATIONS AT MAJOR DISCOUNTS *TRUMP: WE'RE GOING TO BE PAYING THE LOWEST PRICE *TRUMP: US WILL BE PAYING MOST FAVORED NATIONS PRICE *TRUMP: PFIZER AGREED TO OFFER MEDICATIONS AT MAJOR DISCOUNTS *TRUMP: WE'RE GOING TO BE PAYING THE LOWEST PRICE *TRUMP: US WILL BE PAYING MOST FAVORED NATIONS PRICE"  
[X Link](https://x.com/FrostlineAlphaX/status/1973053378776170624)  2025-09-30T15:52Z [---] followers, [---] engagements


"Seems like risk is off in a big way on $NVO / $NOVO_B. [----] Finnish time the press event began and seems like investors are relieved. Let's go 🚀"  
[X Link](https://x.com/FrostlineAlphaX/status/1973061534084431895)  2025-09-30T16:25Z [---] followers, [---] engagements


"The 4H chart is also looking good it's a bit of fight between the bulls and the bears here. Should have good upside if week this level"  
[X Link](https://x.com/ARXSavonum/status/1976285796845212085)  2025-10-09T13:57Z [---] followers, [--] engagements


"Well this definitely didn't age well. Support at $58.65ish currently. Still holding but if this breaks - we're bound to head to much lower figures and will need to sell"  
[X Link](https://x.com/ARXSavonum/status/1976333444750901619)  2025-10-09T17:06Z [---] followers, [--] engagements


"I have spent the week touring Estonia. Seems like a great point to take a week off the markets and recalibrate myself for the upcoming week. Volatility is up lower highs broken gold going parabolic. The signs are everywhere. Going into next week I anticipate shorter hold times but it should still be possible to trade the chop as my favorite research house @Hedgeye states. Excited to spend some of the weekend catching up on charts and news"  
[X Link](https://x.com/ARXSavonum/status/1979076769979240574)  2025-10-17T06:47Z [---] followers, [--] engagements


"Ended up entering to $NVO this morning to hold over the weekend or to exit at the end of the day depending on how the day progresses. I think $53.50-54.40 offered a great entey point for next week. Monitoring closely for confirmation. $NOVO_B $NVO in Copenhagen opened almost 5% lower. This is the price presented in USD. Still quite a risky stock to hold given the MFN pricing negotiations. See post below for additional context. However I believe only some drugs sold through TrumpRX will be required to be https://t.co/VEbgbvdvXk $NOVO_B $NVO in Copenhagen opened almost 5% lower. This is the"  
[X Link](https://x.com/ARXSavonum/status/1979113906665578694)  2025-10-17T09:15Z [---] followers, [---] engagements


"@NOTFOMO Very good deal I'm still waiting for the white house ruling on the HHS notice regarding MFN drug pricing. Processing this will take some time though but it could impact Novo and others substantially in the US"  
[X Link](https://x.com/ARXSavonum/status/1971485359939911883)  2025-09-26T08:01Z [---] followers, [--] engagements


"$NOVO_B $NVO in Copenhagen opened almost 5% lower. This is the price presented in USD. Still quite a risky stock to hold given the MFN pricing negotiations. See post below for additional context. However I believe only some drugs sold through TrumpRX will be required to be sold at attractive prices others will remain as is. #DonaldTrump says the price of Ozempic $NVO s diabetes drug will soon be much cheaper in the US. Speaking at a White House event on fertility and drug pricing Trump said negotiations are moving quickly and specifically named Ozempic calling it that weight-loss drug."  
[X Link](https://x.com/ARXSavonum/status/1979082330825265603)  2025-10-17T07:09Z [---] followers, [---] engagements


"$NVO testing new lows after yesterday's extraordinary shareholder meeting announcement. After reading about it I get the uncertainty but all of the commentary looks positive - should boost the company's performance going forward. Added to my position around $53.30s"  
[X Link](https://x.com/ARXSavonum/status/1980934312611758281)  2025-10-22T09:48Z [---] followers, [----] engagements


"$NVO should break above $53.50 to make for a solid hold over the weekend"  
[X Link](https://x.com/ARXSavonum/status/1981787110576173110)  2025-10-24T18:17Z [---] followers, [---] engagements


"@investseekers Given the trade agreement with USA and China Im beginning to lean into $JD it is highly undervalued (PE under 10) and doing well. Might offer good mid-term swings. $BABA already showing good performance over the last few days"  
[X Link](https://x.com/ARXSavonum/status/1982706002119237702)  2025-10-27T07:08Z [---] followers, [---] engagements


"Sold a majority of my $NVO position into Friday's close at $53.25 given the strong breaking price action. Just bought it back at $52.50-52.60"  
[X Link](https://x.com/ARXSavonum/status/1982731222343106564)  2025-10-27T08:48Z [---] followers, [---] engagements


"$NVO already at [--] million shares traded and we're only [--] hours into the session. Anticipating this is the reversal day for the downtrend"  
[X Link](https://x.com/ARXSavonum/status/1983922448832569382)  2025-10-30T15:42Z [---] followers, [---] engagements


"$NVO There was a very interesting bit of information from one caller on the $LLY earnings call on the MFN pricing topic. Novo's pricing is about to come out in about a month apparently. Also it could be better than anticipated by the market. https://www.fool.com/earnings/call-transcripts/2025/10/30/eli-lilly-lly-q3-2025-earnings-call-transcript/ https://www.fool.com/earnings/call-transcripts/2025/10/30/eli-lilly-lly-q3-2025-earnings-call-transcript/"  
[X Link](https://x.com/ARXSavonum/status/1983949178868002979)  2025-10-30T17:28Z [---] followers, [----] engagements


"I asked ChatGPT on what amount of Novo's business could be under PartD coverage. Range is between [--] to [--] billion so [--] to 20% of $NVO's revenue. If that revenue is cut even by 75% it could deteriorate revenue by 3.75B to 7.5B USD. That would be on the top end of the range about 16% of Novo's revenue"  
[X Link](https://x.com/ARXSavonum/status/1983956278612291651)  2025-10-30T17:56Z [---] followers, [---] engagements


"$NVO If Novo is priced correctly the view on the company is extremely pessimistic and one could even argue that they are about to start losing revenue & earnings. From a PE-perspective there was a short time period in [----] when the stock was priced at around [--] now we're just below 13"  
[X Link](https://x.com/ARXSavonum/status/1983973518539629006)  2025-10-30T19:05Z [---] followers, [---] engagements


"I fed ChatGPT options data regarding $NVO for options expiring today and next week. In addition I shared some charts with RSI for example. Here's what it had to say. Let's see how it does by close of the day :)"  
[X Link](https://x.com/ARXSavonum/status/1984244302466494742)  2025-10-31T13:01Z [---] followers, [----] engagements


"Anything particular that you are interested in I'm also giving more weight for the actual commentary. One topic I'd like to understand from Mike and the management is the commentary on competition from GLP-1 compounding. I reviewed old earnings call transcripts and they seemed to argue that compounding was a major reason for the revenue shortfall / lower iterations. The numbers simply don't add up* and I think the market would value honesty from Mike and the team on what the issue is and how they're fixing it. I'm long Novo and anticipate its valuation to rebound once actions are visible even"  
[X Link](https://x.com/ARXSavonum/status/1985275977446858948)  2025-11-03T09:20Z [---] followers, [---] engagements


"This heatseeker product by Skylit got quite popular. They analyse gamma and vanna exposure in real time to show price targets based on volume. idk why but shit literally blew up the past [--] days. looking to expand our Engineering team very soon. ideal candidate must be incredibly proficient with ChatGPT and excel spreadsheets and macros. #buildinpublic https://t.co/vN47XsWI6J idk why but shit literally blew up the past [--] days. looking to expand our Engineering team very soon. ideal candidate must be incredibly proficient with ChatGPT and excel spreadsheets and macros. #buildinpublic"  
[X Link](https://x.com/ARXSavonum/status/1985294494422503913)  2025-11-03T10:34Z [---] followers, [----] engagements


"@investseekers Interesting thanks for sharing. In this case Q4 revenue would need to be about 82bn DKK if we are to meet the 8% minimum growth rate estimated by management for this year. Seem's a bit unlikely unless something spectacular happens"  
[X Link](https://x.com/ARXSavonum/status/1985344917875343838)  2025-11-03T13:54Z [---] followers, [---] engagements


"@investseekers I think they are looking to pull all the levers possible to send a positive signal to the market and help with the share price. Not sure if this has any effect financially because HIMS already proved it doesn't really need to sell Wegovy but ride on others brands"  
[X Link](https://x.com/ARXSavonum/status/1985632877795483742)  2025-11-04T08:59Z [---] followers, [---] engagements


"I've been glued to the screen regarding $NVO for a week now. The stock is oversold but that doesn't stop it from being volatile to the downside upon tomorrow's earnings. I think revenue for this year will be a slight negative surprise and I anticipate the stock to touch $45 potentially even $42 briefly before settling and beginning it's climb back towards $55-$60 toward the end of the year. I've lightened my position to take advantage of the potential price dip. Regarding revenue it is estimated for it come in at [--] [---] m DKK meaning it would need to reach about [--] [---] m DKK for the 8% lower"  
[X Link](https://x.com/ARXSavonum/status/1985690458987593965)  2025-11-04T12:47Z [---] followers, [---] engagements


"Caught this in the ARK invest's newsletters. Just [---] billion worth of additional Azure capacity to be consumed. Sounds like $MSFT is getting their money's worth if this follows through correctly"  
[X Link](https://x.com/ARXSavonum/status/1985701747063410760)  2025-11-04T13:32Z [---] followers, [--] engagements


"By accident I noticed also @ttunguz also wrote about this in his blog. More here: https://tomtunguz.com/openai-hardware-spending-2025-2035/ https://tomtunguz.com/openai-hardware-spending-2025-2035/"  
[X Link](https://x.com/ARXSavonum/status/1985702334396031215)  2025-11-04T13:35Z [---] followers, [--] engagements


"@AcumenFutures "When market prices get dumb the dumb money gets rich." https://www.acadian-asset.com/investment-insights/owenomics/dumb-money-triumphant https://www.acadian-asset.com/investment-insights/owenomics/dumb-money-triumphant"  
[X Link](https://x.com/ARXSavonum/status/1985710580389249292)  2025-11-04T14:07Z [---] followers, [--] engagements


"$NVO A huge spike running up to earnings based on rumours that Novo and $LLY are getting close to inking their pricing deal with the White House. Managed to offload more of my shares to the spike - now waiting for tomorrow's earning dip before buying back"  
[X Link](https://x.com/ARXSavonum/status/1985735903491604796)  2025-11-04T15:48Z [---] followers, [---] engagements


"Actually thinking about this - it might be that $NVO is going to price offerings through $HIMS at $149/mo as well if they do it through the WH Medicare deal. That would open a huge market for them mostly new clients. Existing clients are still tied to their insurance deals - only transitioning customer base would be direct buyers who currently buy at $499/mo (hence the customer base Novo would lose out on revenue wise). 🚨 BREAKING: ELI LILLY AND NOVO NORDISK ARE NEARING A DEAL WITH THE WHITE HOUSE ON GLP-1s - Would offer lowest dose at $149/mo - Products would gain coverage under Medicare"  
[X Link](https://x.com/ARXSavonum/status/1985741403276636579)  2025-11-04T16:10Z [---] followers, [---] engagements


"$NVO / $NOVO_B earnings for Q3/25 are here. 💸 Revenue Q3/25: [--] 976m DKK QoQ: -2.4% YoY: +5.05% Net profit Q3/25: [--] 006m DKK QoQ: -24.5% YoY: -26.7% At first look was surprisingly bad even to me. Mike cannot yet be held responsible for these numbers so close to his transition. The comments from the management will dictate how the market will take these numbers. Personally I believe in a turnaround story here and anticipate a price drop today but then a steady recovery as the WH deal gets sealed potential HIMS partnership takes wings etc. I think we might see $45 price hit on panic selling"  
[X Link](https://x.com/ARXSavonum/status/1985961604324667753)  2025-11-05T06:45Z [---] followers, [---] engagements


""For the full-year [----] outlook sales growth is now expected to be 8-11% at CER with operating profit growth now expected to be 4-7% also at CER including a negative full-year impact of around DKK [--] billion from the company-wide transformation. Sales and operating profit growth reported in Danish kroner is now expected to be [--] and [--] percentage points lower than at CER respectively. The narrowing of the guidance ranges reflects lowered growth expectations for Novo Nordisk's GLP-1 treatments within diabetes and obesity." This lowered sales guidance is in line with my expectation as well. I feel"  
[X Link](https://x.com/ARXSavonum/status/1985963498334023686)  2025-11-05T06:52Z [---] followers, [--] engagements


"Novo Nordisk Q3/2025 earnings analysis re: growth $NVO / $NOVO_B I did some analysis on todays announcement by Novo and started figuring out the underlying drivers in their success; the product based revenues but also the amount of patients they have been able to attract - mainly internationally given the information shared. I put together a series of charts categorising Novos product areas based on geography. All figures in millions of DKK. It is clear that while the Obesity category develops positively the companys revenues are lagged substantially by the declines in insulin and somewhat in"  
[X Link](https://x.com/ARXSavonum/status/1986126686069346666)  2025-11-05T17:41Z [---] followers, [---] engagements


"Product areas per quarterly revenue (in millions of DKK)"  
[X Link](https://x.com/ARXSavonum/status/1986126689500602773)  2025-11-05T17:41Z [---] followers, [--] engagements


"$NVO up almost 2% on the White House pricing announcement for tomorrow (concerns both $LLY and Novo). $LLY with its [--] PE has no moved since the announcement but is up around 5% for the day"  
[X Link](https://x.com/ARXSavonum/status/1986136426711331115)  2025-11-05T18:19Z [---] followers, [---] engagements


"Given the valuations the obvious trade (if you're GLP-1 focused) would be to sell $LLY and buy $NVO - especially how both of the companies are valued. The average pricing in the US is going to come down for GLP-1s which will relatively hurt Lilly more. Disclosure: I own $NVO"  
[X Link](https://x.com/ARXSavonum/status/1986490142974988614)  2025-11-06T17:45Z [---] followers, [---] engagements


"Official $NVO $LLY statement now available on the WH website: https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-announces-major-developments-in-bringing-most-favored-nation-pricing-to-american-patients/ https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-announces-major-developments-in-bringing-most-favored-nation-pricing-to-american-patients/"  
[X Link](https://x.com/ARXSavonum/status/1986490398282268808)  2025-11-06T17:46Z [---] followers, [---] engagements


"A close above $47.75 for $NVO today would signal a strong support with high volume. Also if we finish the week above $49.41 that would draw a large volume weekly green candle that we havent really seen since August. Very strong technical turnaround signals close by"  
[X Link](https://x.com/ARXSavonum/status/1986516950877675735)  2025-11-06T19:32Z [---] followers, [---] engagements


"These 52-week ranges on $NVO and $LLY are the literal opposite of each other"  
[X Link](https://x.com/ARXSavonum/status/1987936967368343893)  2025-11-10T17:34Z [---] followers, [----] engagements


"$NVO had a good lower volatility day yesterday price stabilising and all of the technicals have the opportunity to reverse. I'm reviewing the situation mainly through daily RSI 4h MACD and others. Lower volatility will do the stock good and it has a good chance to regain the $50s"  
[X Link](https://x.com/ARXSavonum/status/1988159466013905059)  2025-11-11T08:18Z [---] followers, [---] engagements


"Seems there were others thinking about $NVO similarly today. If the current bottom is in this is a really bullish setup for Novo and the market seems to support that. $NVO had a good lower volatility day yesterday price stabilising and all of the technicals have the opportunity to reverse. I'm reviewing the situation mainly through daily RSI 4h MACD and others. Lower volatility will do the stock good and it has a good chance to regain the https://t.co/9WKG8VA3tz $NVO had a good lower volatility day yesterday price stabilising and all of the technicals have the opportunity to reverse. I'm"  
[X Link](https://x.com/ARXSavonum/status/1988271483375022406)  2025-11-11T15:43Z [---] followers, [---] engagements


"GLP1 is surely looking to help out in many areas outside of the obvious obesity category. Colon cancer patients using either Semaglutide or Tirzepatide were less than half as likely to die within five years compared to those not using the drugs (15.5% versus 37.1%) Yet Another new set of data that keep pushing the GLP1 class towards the wonder drug labelling. https://t.co/cnPxyrMbxW Colon cancer patients using either Semaglutide or Tirzepatide were less than half as likely to die within five years compared to those not using the drugs (15.5% versus 37.1%) Yet Another new set of data that keep"  
[X Link](https://x.com/ARXSavonum/status/1988672538399097304)  2025-11-12T18:17Z [---] followers, [--] engagements


"Good day to be buying more $NVO here at these prices"  
[X Link](https://x.com/ARXSavonum/status/1989342398858813539)  2025-11-14T14:39Z [---] followers, [---] engagements


"Close the Nasdaq short for a good daily profit also lightened up on $NVO. Too much volatility for my liking in the market. $VIX is also looking to stay well above [--] meaning we're in the chop bucket for stocks. While futures where up in the early hours of the week it seems volatility has returned and for the first time this year I've taken a small short position on the Nasdaq. While futures where up in the early hours of the week it seems volatility has returned and for the first time this year I've taken a small short position on the Nasdaq"  
[X Link](https://x.com/ARXSavonum/status/1990482067558486147)  2025-11-17T18:08Z [---] followers, [---] engagements


"Today's intraday trade: shorting $MNQ's from [-----]. Options delta has flipped negative a few days ago and to me the price action tells it will test support levels at $QQQ [---] and 590"  
[X Link](https://x.com/ARXSavonum/status/1991128612947255381)  2025-11-19T12:57Z [---] followers, [--] engagements


"Ended up closing this trade quite quickly during the open. Nasdaq shot up but managed to bank little more than 4k. Going on holidays again tomorrow so most likely no trading for the rest of the month. $MNQ $QQQ Today's intraday trade: shorting $MNQ's from [-----]. Options delta has flipped negative a few days ago and to me the price action tells it will test support levels at $QQQ [---] and [---]. https://t.co/t9fg4VkDhQ Today's intraday trade: shorting $MNQ's from [-----]. Options delta has flipped negative a few days ago and to me the price action tells it will test support levels at $QQQ [---] and"  
[X Link](https://x.com/ARXSavonum/status/1991167855963132364)  2025-11-19T15:33Z [---] followers, [--] engagements


"$NVDA's continuing growth and quarterly beat will fuel this rally to the end of the year unless other macro changes will impact the environment. Given the lifting of the uncertainty and continuing rally I'm going back into $NVO with a smaller position for the duration of my holiday. Biggest drivers for $NVO would be: 1) Risk on mentality in overall market for the remainder of the year. 2) FDA approval of the Wegovy oral pill which is still very much anticipated for this year (but doesn't seem to be reflected in the stock)"  
[X Link](https://x.com/ARXSavonum/status/1991429747134394506)  2025-11-20T08:53Z [---] followers, [---] engagements


"$VIX has come down below [--] and it makes trading more predictable again most likely fueling inflows to mispriced priced stocks. Should be a positive contributor to $NVO in addition to the end of year Wegovy pill approval that is expected"  
[X Link](https://x.com/ARXSavonum/status/1993560409995927863)  2025-11-26T06:00Z [---] followers, [---] engagements


"A great read as is the book Red Notice. The Wall Street Journal alleges that the real motivation behind Trumps eagerness to force Ukraine into an ugly surrender is the idea that a lot of people close to him can make a lot of money doing business and deals in Russia. If this is true beyond the disgusting morality of The Wall Street Journal alleges that the real motivation behind Trumps eagerness to force Ukraine into an ugly surrender is the idea that a lot of people close to him can make a lot of money doing business and deals in Russia. If this is true beyond the disgusting morality of"  
[X Link](https://x.com/ARXSavonum/status/1995124717896786181)  2025-11-30T13:36Z [---] followers, [--] engagements


"Lets play this out. If $MSTR is in bigger trouble here it could push the price of $BTC down and therefore make the GPU farms of many alternative clouds also unprofitable. This could push a ton of GPU capacity to the market and affect $NVDA s revenue a little - spooking market. Unlikely but possible. $MSTR - MICROSTRATEGY CREATES $1.4 BILLION CASH RESERVE MicroStrategy (Strategy) has set up a $1.4 billion reserve to cover preferred-stock dividends and interest on its debt funded through its ATM Class A share sales. CEO Phong Le said the company now holds [------] $MSTR - MICROSTRATEGY CREATES"  
[X Link](https://x.com/ARXSavonum/status/1995506314970333450)  2025-12-01T14:52Z [---] followers, [---] engagements


"Quick $NVO / $NOVO_B technical commentary. After [--] weeks of negative momentum we see a first positive week despite starting the week down. Additionally we see the 4h chart more neutral in terms of momentum and multiple bottoms being created between [---] and [---] DKK. Fundamentally there are still a few things going on for Novo toward the end of the year mainly the anticipated approval of the Wegovy oral pill by the FDA"  
[X Link](https://x.com/ARXSavonum/status/1997993352424235041)  2025-12-08T11:35Z [---] followers, [----] engagements


"Some great commentary also on Novo here: https://x.com/investseekers/status/1997716358981648684s=20 The Week of $NVO: India Launch Analyst Cuts Rare-Disease Expansion Reimbursement Fight & Global Partnerships New partnerships & global expansion Novo signed a new MoU with Egypts Healthcare Authority to strengthen care for hemophilia and blood disorders through training https://x.com/investseekers/status/1997716358981648684s=20 The Week of $NVO: India Launch Analyst Cuts Rare-Disease Expansion Reimbursement Fight & Global Partnerships New partnerships & global expansion Novo signed a new MoU"  
[X Link](https://x.com/ARXSavonum/status/1998002717650772310)  2025-12-08T12:12Z [---] followers, [---] engagements


"Despite a poor start on Monday Novo is up almost 4% today signaling a stronger green candle for the week"  
[X Link](https://x.com/ARXSavonum/status/1998778181189333089)  2025-12-10T15:33Z [---] followers, [--] engagements


"I loaded up some $NVO in the overnight exchange between $49.50 to $49.90. I also added some $IREN at $34.60. Seems like the latter is creating a good buying opportunity after the sell off. The Novo is a refill after I sold some on Friday between $50.50 and $51"  
[X Link](https://x.com/ARXSavonum/status/2000866738368299409)  2025-12-16T09:52Z [---] followers, [---] engagements


"Exited the $IREN for a minute profit and entered more broadly to $NVO below $49. Let's see if this holds for a rebound or if we're going lower"  
[X Link](https://x.com/ARXSavonum/status/2000955685069328651)  2025-12-16T15:46Z [---] followers, [---] engagements


"We have shallow positive open interest and directional volume is also positive according to @unusual_whales for $NVO. This means we should end up with a positive delta soon enough still slightly in negative territory"  
[X Link](https://x.com/ARXSavonum/status/2002038932893007963)  2025-12-19T15:30Z [---] followers, [---] engagements


"After $reveal bonded its finally hovering and not completely dying so thats a good sign. Seems to be an active team not worried about PA and only worried about tech 5gotbVEraffyNwtj84JYEnGWVaM1wt7aRc2Q38jqpump"  
[X Link](https://x.com/aka_snowwy/status/2002476783590085061)  2025-12-20T20:30Z [----] followers, [---] engagements


"Great Christmas gift for all $NVO shareholders. Stock up more than 9% at $52.50 in AH trading. #PRESS The first GLP-1 pill for the treatment of obesity is now approved by the US Food and Drug Administration (FDA). Learn more in our company announcement here: https://t.co/w9RVHx6Suy https://t.co/p7wfdvXi0O #PRESS The first GLP-1 pill for the treatment of obesity is now approved by the US Food and Drug Administration (FDA). Learn more in our company announcement here: https://t.co/w9RVHx6Suy https://t.co/p7wfdvXi0O"  
[X Link](https://x.com/ARXSavonum/status/2003254342581911568)  2025-12-23T00:00Z [---] followers, [---] engagements


"Here we go - great news before holidays and close of year #PRESS The first GLP-1 pill for the treatment of obesity is now approved by the US Food and Drug Administration (FDA). Learn more in our company announcement here: https://t.co/w9RVHx6Suy https://t.co/p7wfdvXi0O #PRESS The first GLP-1 pill for the treatment of obesity is now approved by the US Food and Drug Administration (FDA). Learn more in our company announcement here: https://t.co/w9RVHx6Suy https://t.co/p7wfdvXi0O"  
[X Link](https://x.com/ARXSavonum/status/2003358309441765660)  2025-12-23T06:53Z [---] followers, [--] engagements


"$NVO delta jumped properly positive today since early October. Let's go 🚀"  
[X Link](https://x.com/ARXSavonum/status/2003461001153515603)  2025-12-23T13:41Z [---] followers, [---] engagements


"Stock markets are open today in the US and $NVO has built a good positive delta in the last few days. This is positive regarding the stock upside. I anticipate us to reach $55 and eventually $60 in the near future"  
[X Link](https://x.com/ARXSavonum/status/2004538678677496213)  2025-12-26T13:03Z [---] followers, [---] engagements


"$53 has biggest positive gamma but after that both $55 and $60 are well represented. $NVO"  
[X Link](https://x.com/ARXSavonum/status/2004539220380315931)  2025-12-26T13:06Z [---] followers, [---] engagements


"$53.50 is somewhat of a resistance level for $NVO let's see if we go through it today. Pre-market price is at $53.18 currently (+1.18%)"  
[X Link](https://x.com/ARXSavonum/status/2004544400869982666)  2025-12-26T13:26Z [---] followers, [---] engagements


"Entered the week with a clean portfolio. Began the day by shorting $SI around $76. Let's see where this goes today. #Silver $QI"  
[X Link](https://x.com/ARXSavonum/status/2008131202734268628)  2026-01-05T10:59Z [---] followers, [---] engagements


"I knew it was overbought but this can be summarised as getting lucky. I think we could see even $72 today"  
[X Link](https://x.com/ARXSavonum/status/2008132228749148205)  2026-01-05T11:03Z [---] followers, [--] engagements


"". majority is going to massively expand the market". @ZReitano CEO and Co-founder of @ro on CNBC regarding $NVO's oral Wegovy pill. https://www.youtube.com/watchv=9FqV1w1a0L8 https://www.youtube.com/watchv=9FqV1w1a0L8"  
[X Link](https://x.com/ARXSavonum/status/2008942666013192300)  2026-01-07T16:43Z [---] followers, [---] engagements


"@Han_Akamatsu Also opened HIMS today without seeing this. Addittionally I bought some SMCI which seems to be breaking out soonish from a similar pattern. Hull turning positive as well"  
[X Link](https://x.com/ARXSavonum/status/2009587854595539081)  2026-01-09T11:27Z [---] followers, [---] engagements


"Last week I began to scale out of $NVO and enter into $SMCI. Super Micro Computers is a major player in servers and storage systems globally. It offers great value to customers and can also offer better customisation than other server/storage providers. Technically the stock is trading at a multi-year low ($30). It has traded around this price from Sep [--] to Apr [--]. The stock peaked after the April [--] lows to about $62. Additionally the volume has come down from those time periods which presents interesting trade opportunities from a technical perspective. The short interest of the stock is"  
[X Link](https://x.com/ARXSavonum/status/2011000153486868884)  2026-01-13T08:59Z [---] followers, [----] engagements


"Interesting. I exited my position late last week and feel like we're a little extended given the current price increase. I anticipate $NVO to continue growth but after some stabilisation in the stock price with a possible retraction first. 🚨 BREAKING: NOVO NORDISK CEO SAYS HE EXPECTS SOME HEADWINDS IN INTERNATIONAL OPERATIONS IN [----] LOSS OF EXCLUSIVITY IN A NUMBER OF MARKETS IN [----] COULD RESULT IN COMPANY HAVING A DIFFICULT YEAR CANADA INDIA CHINA BRAZIL TURKEY RUH ROH NOVO $HIMS $NVO $LLY 🚨 BREAKING: NOVO NORDISK CEO SAYS HE EXPECTS SOME HEADWINDS IN INTERNATIONAL OPERATIONS IN [----] LOSS"  
[X Link](https://x.com/ARXSavonum/status/2011143766527312006)  2026-01-13T18:30Z [---] followers, [---] engagements


"There are a lot of similarities with $SMCI and $NVO given how disconnected the share price and fundamentals are. That said this doesn't guarantee anything and turnarounds can take time"  
[X Link](https://x.com/ARXSavonum/status/2011149836838715434)  2026-01-13T18:54Z [---] followers, [---] engagements


"Toppling the Iranian regime could very well start the end of the Russian assault on Ukraine. Iran has been a major supporter of Russia. Once Venezuela and Iran are out of the equation Russia's chances to sustain the war effort successfully become slimmer. I didn't have toppling two regimes in January in my books but it would lead us to a better more representative world (despite all of the challenges it brings in the short term). https://twitter.com/i/web/status/2011164008229793873 https://twitter.com/i/web/status/2011164008229793873"  
[X Link](https://x.com/ARXSavonum/status/2011164008229793873)  2026-01-13T19:50Z [---] followers, [--] engagements


"Quality of life tip When searching for a stock ticker on X add "-discord" to the search bar to filter out any mentions of Discord. Reduces noise immensely especially when searching for latest announcements. https://twitter.com/i/web/status/2011361073014747379 https://twitter.com/i/web/status/2011361073014747379"  
[X Link](https://x.com/ARXSavonum/status/2011361073014747379)  2026-01-14T08:53Z [---] followers, [--] engagements


"True. I feel like we're close to reaching parabolic phase here. Might peak at $110-120 possibly but who knows. $SLV going absolutely apeshit again https://t.co/1SAxN4nkAC $SLV going absolutely apeshit again https://t.co/1SAxN4nkAC"  
[X Link](https://x.com/ARXSavonum/status/2011420417828016467)  2026-01-14T12:49Z [---] followers, [--] engagements


"$SMCI seems to be on a massive break out heading up. Loaded very heavily into this in the past few days. PT has plenty of upside still left. Last week I began to scale out of $NVO and enter into $SMCI. Super Micro Computers is a major player in servers and storage systems globally. It offers great value to customers and can also offer better customisation than other server/storage providers. Technically the stock https://t.co/Cq5mn9mPpf Last week I began to scale out of $NVO and enter into $SMCI. Super Micro Computers is a major player in servers and storage systems globally. It offers great"  
[X Link](https://x.com/ARXSavonum/status/2012180641220063453)  2026-01-16T15:10Z [---] followers, [---] engagements


"$SMCI Options delta turned positive yesterday should signal a continued rally in the coming days/weeks"  
[X Link](https://x.com/ARXSavonum/status/2012449226765074841)  2026-01-17T08:57Z [---] followers, [--] engagements


"There is no way EU will let this slide. I feel the markets can get a bit rumbly on Monday. On a more serious note Trump is willing to rip apart Nato for short term gains. Year one almost over this is going to be a destructive term for the world. TRUMP: DENMARK NORWAY SWEDEN FRANCE GERMANY THE UNITED KINGDOM THE NETHERLANDS AND FINLAND TO FACE 10% TARIFF STARTING FEB [--] OVER GREENLAND MATTER TRUMP: DENMARK NORWAY SWEDEN FRANCE GERMANY THE UNITED KINGDOM THE NETHERLANDS AND FINLAND TO FACE 10% TARIFF STARTING FEB [--] OVER GREENLAND MATTER"  
[X Link](https://x.com/ARXSavonum/status/2012594077200506911)  2026-01-17T18:33Z [---] followers, [--] engagements


"US futures all down clearly despite markets being closed today in the US: SP500 $ES: -0.96% Nasdaq $NQ: -1.27% Russell [----] $RTY: -1.11%"  
[X Link](https://x.com/ARXSavonum/status/2013147554746106275)  2026-01-19T07:12Z [---] followers, [---] engagements


"This may be an overreaction but I closed all my positions in the overnight market and changed all remaining USD to EUR before the US markets open properly. I don't feel this will follow April's course of action when we previously had a tariff war with China and the US. This might take longer and the EU might be forced to show their willingness to sell US debt if it comes to that. That being said the SCOTUS decision can be the easy way out here but that might take a while to materialise. https://twitter.com/i/web/status/2013490336266412130 https://twitter.com/i/web/status/2013490336266412130"  
[X Link](https://x.com/ARXSavonum/status/2013490336266412130)  2026-01-20T05:54Z [---] followers, [--] engagements


"@amitisinvesting The similarities are too obvious to pass"  
[X Link](https://x.com/ARXSavonum/status/2013616069827612861)  2026-01-20T14:14Z [---] followers, [---] engagements


"Great point in The Japan Times opinion page about Europe dumping US bonds. We just need to buy less. We have financed US to the degree of $8 trillion - almost twice as much as the rest of the world combined. That is also some strength that doesnt get talked about too much"  
[X Link](https://x.com/ARXSavonum/status/2016479994281906537)  2026-01-28T11:54Z [---] followers, [--] engagements


"$NVO down to $51 with a 13% drop. Wow. I guess that guidance wasn't priced in after all"  
[X Link](https://x.com/ARXSavonum/status/2018732158689611848)  2026-02-03T17:03Z [---] followers, [---] engagements


"I mean looking at all the pricing changes and how they forecasted [----] to work out for them laid a pretty solid foundation for [----] with the price drops etc. It was never going to be solid but this is a pretty brutal reaction. More info here on the guidance: https://x.com/investseekers/status/2018730381978309087s=20 https://x.com/investseekers/status/2018730381978309087s=20"  
[X Link](https://x.com/ARXSavonum/status/2018733647512117735)  2026-02-03T17:09Z [---] followers, [--] engagements


"$SMCI trading at $32.65 in overnight trading. Up just above 10% from yesterday's close. Should be a good day for the stock those earnings were very solid"  
[X Link](https://x.com/ARXSavonum/status/2018945975209865316)  2026-02-04T07:13Z [---] followers, [---] engagements


"What a fantastic write up on how $PYPL lost its edge and how leadership decisions (from the board) affected that turn for the worse. Even at scale of billions of revenue it's always about the product. At least it should be to make it sustainable. A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this"  
[X Link](https://x.com/ARXSavonum/status/2018956828680356039)  2026-02-04T07:56Z [---] followers, [--] engagements


"This move by $HIMS to copy $NVO's Wegovy blatantly should not go softly. Simply illegal about time this behaviour is condemned and fined. Discl: no positions in Novo or HIMS currently. 🚨 BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH 🤯🤯🤯 https://t.co/jMTHdJJP0l 🚨 BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH 🤯🤯🤯 https://t.co/jMTHdJJP0l"  
[X Link](https://x.com/ARXSavonum/status/2019420191680262316)  2026-02-05T14:37Z [---] followers, [---] engagements


"9 minutes into the first video about Moltbot. wow. This is going to get interesting"  
[X Link](https://x.com/ARXSavonum/status/2019766309135728747)  2026-02-06T13:33Z [---] followers, [--] engagements


"The energy demand in AI/GPU computing is evident from this $SMCI earnings presentation slide. Medium to high density traditional racks supplied 15-25 kW of power. With $SMCI you can get up to [---] kW with [---] and 500kW in the pipeline. That's one rack mind you"  
[X Link](https://x.com/ARXSavonum/status/2018931522527433130)  2026-02-04T06:15Z [---] followers, [---] engagements


"Spent some time today building an MCP server as an interface to a database (where a webapp is able to add my trades from IBKR). The idea being that I want to test out different AI models in giving guidance on becoming a better trader: [--]. AI connects to DB via MCP server. [--]. It sees my trades and I can reference them by ID. [--]. It gets contextual price data from and builds a chart around the trade. [--]. It analyses the price data and gives guidance on the executed strategy from an entry and exit POV (and some other criteria I use). [--]. It then builds a simple report out of it for future reference."  
[X Link](https://x.com/ARXSavonum/status/2020587739704422577)  2026-02-08T19:57Z [---] followers, [---] engagements


"$PYPL seems to have begun its turnaround. It is hugely undervalued even with the downgrades"  
[X Link](https://x.com/ARXSavonum/status/2020877569545891854)  2026-02-09T15:08Z [---] followers, [---] engagements


"$PYPL 👀 It seems the market may have realised how undervalued PayPal is at these levels. Looking good so far #buythedip"  
[X Link](https://x.com/ARXSavonum/status/2021234884769894517)  2026-02-10T14:48Z [---] followers, [---] engagements


"$HUBS announcing share buyback of up to $1B. Wow"  
[X Link](https://x.com/ARXSavonum/status/2021699412808827026)  2026-02-11T21:34Z [---] followers, [---] engagements


"People asking on the $HUBS Q&A about credit usage. Anyone who has used ChatGPT Cursor or Claude for productivity work knows that you never have enough credits AI is super valuable when done right and usage will grow dramatically in the future"  
[X Link](https://x.com/anyuser/status/2021710119377977396)  2026-02-11T22:17Z [---] followers, [---] engagements


"Very bullish about $HUBS after that earnings call. A lot of great things pushing the company onward. Lovable was also namedropped as a customer highlighting that even the biggest vibe coding platforms use Hubspot (instead of building their own CRM). Very excited for this company. https://twitter.com/i/web/status/2021714794898739567 https://twitter.com/i/web/status/2021714794898739567"  
[X Link](https://x.com/anyuser/status/2021714794898739567)  2026-02-11T22:35Z [---] followers, [---] engagements


"Exited my $PYPL position today. Price action deterorirated and stock is heading south. Also took a small starter position in $HUBS that I've been eyeing for quite some time. I anticipate good earnings but also that the stock can bounce lower on those news. CRMs aren't going anywhere. https://twitter.com/i/web/status/2021611240124981545 https://twitter.com/i/web/status/2021611240124981545"  
[X Link](https://x.com/ARXSavonum/status/2021611240124981545)  2026-02-11T15:44Z [---] followers, [---] engagements


"Added some $HUBS below $208. Now we shall see what the earnings bring us"  
[X Link](https://x.com/ARXSavonum/status/2021632381153612030)  2026-02-11T17:08Z [---] followers, [---] engagements


"@JarmoFriman Itse tein tnn saman ja napsin $HUBS itselleni. Tulos julki 10-15 min pst. Katsotaan tullaanko lismn tulevina pivin vai mit tehdn"  
[X Link](https://x.com/ARXSavonum/status/2021689032690823479)  2026-02-11T20:53Z [---] followers, [---] engagements


"Phenomenal answer from @yaminirangan if AI will "eat " $HUBS. Context is everything and general LLMs don't have the experience from the market - super valuable comment. "Context has to come from somewhere it needs to be trusted . and actionable. ". Sounds like the agents and other prospecting tools are eating into credits nicely - going to impact usage significantly in the future. https://twitter.com/i/web/status/2021709108513231306 https://twitter.com/i/web/status/2021709108513231306"  
[X Link](https://x.com/anyuser/status/2021709108513231306)  2026-02-11T22:13Z [---] followers, [---] engagements


"Those midnight purchases of $HUBS at below $197 here in Finland are now paying off very nicely. Based on the strong guidance from the company and if this price action continues this swing trade might be quite a long one. There's lot to recover and gain here. https://twitter.com/i/web/status/2021960133358534879 https://twitter.com/i/web/status/2021960133358534879"  
[X Link](https://x.com/anyuser/status/2021960133358534879)  2026-02-12T14:50Z [---] followers, [--] engagements


"Super close for $NVO / $NOVO_B in Copenhagen. More than [--] million shares traded more than double the average of [----] million shares. Intraday range is almost +4%. Seems like the market is front running something here with such a strong close. Should we hear about oral Wegovy approval https://twitter.com/i/web/status/2002049129619611661 https://twitter.com/i/web/status/2002049129619611661"  
[X Link](https://x.com/anyuser/status/2002049129619611661)  2025-12-19T16:11Z [---] followers, [----] engagements


"It seems the market has stopped selling $HUBS. There are very few sellers and only around $250 there are more. The stock is now up almost 9%. We're going to get back to $300 real soon if this continues"  
[X Link](https://x.com/anyuser/status/2022320183461732718)  2026-02-13T14:41Z [---] followers, [--] engagements


"It seems the market has stopped selling $HUBS. There are very few sellers and only around $250 there are more. The stock is now up almost 9%. We're going to get back to $300 real soon if this continues"  
[X Link](https://x.com/anyuser/status/2022320183461732718)  2026-02-13T14:41Z [---] followers, [--] engagements


"It seems Foodora is closing operations in Finland. #wolt #foodora"  
[X Link](https://x.com/anyuser/status/2022276675904352308)  2026-02-13T11:48Z [---] followers, [---] engagements


"I scratched my creative itch and wrote a post on the death of software and why AI won't make all of us redundant. It feels like the world is going mad with these forecasts that nobody will need to buy any software again as everything will just be vibe coded. There are immense economies of scale (not cost but learning and context) in designing great software the subtle and simple design choices that truly make a product and thus a company great. The best companies have also evolved into platforms - they're a lot more than mechanical turks moving ones and zeroes around. Here's the post - would"  
[X Link](https://x.com/anyuser/status/2022025163978441202)  2026-02-12T19:09Z [---] followers, [--] engagements


"The intro to the video is controversial; the traditional job is gone but it has transitioned to a meta job managing AI and getting much more done. It is a huge difference on what will happen; it will speed up humanity but it will not make people irrelevant. 🚨 Microsoft AI CEO: Your white collar job is gone in [--] months That's basically everyone reading this on their work computer right now. Welcome to the AI revolution. Your degree's worthless and your mortgage is due. https://t.co/hMsJ5VMYIa 🚨 Microsoft AI CEO: Your white collar job is gone in [--] months That's basically everyone reading"  
[X Link](https://x.com/anyuser/status/2021988345237418085)  2026-02-12T16:42Z [---] followers, [--] engagements


"🚨 Microsoft AI CEO: Your white collar job is gone in [--] months That's basically everyone reading this on their work computer right now. Welcome to the AI revolution. Your degree's worthless and your mortgage is due"  
[X Link](https://x.com/anyuser/status/2021945359199875229)  2026-02-12T13:51Z 3M followers, 1.3M engagements


"😅🍿 Traditional SaaS is dead. I asked Claude to vibe code a Rippling replacement. [--] hours and 700k lines of code later it built new hire onboarding PTO tracking org charts and confetti animation on payday. Payroll broke and we missed payroll by [--] weeks but boy was that Traditional SaaS is dead. I asked Claude to vibe code a Rippling replacement. [--] hours and 700k lines of code later it built new hire onboarding PTO tracking org charts and confetti animation on payday. Payroll broke and we missed payroll by [--] weeks but boy was that"  
[X Link](https://x.com/anyuser/status/2021972094813450714)  2026-02-12T15:38Z [---] followers, [--] engagements


"Traditional SaaS is dead. I asked Claude to vibe code a Rippling replacement. [--] hours and 700k lines of code later it built new hire onboarding PTO tracking org charts and confetti animation on payday. Payroll broke and we missed payroll by [--] weeks but boy was that confetti beautiful. https://twitter.com/i/web/status/2021716500042637490 https://twitter.com/i/web/status/2021716500042637490"  
[X Link](https://x.com/anyuser/status/2021716500042637490)  2026-02-11T22:42Z 226.9K followers, 248.2K engagements


"Those midnight purchases of $HUBS at below $197 here in Finland are now paying off very nicely. Based on the strong guidance from the company and if this price action continues this swing trade might be quite a long one. There's lot to recover and gain here. https://twitter.com/i/web/status/2021960133358534879 https://twitter.com/i/web/status/2021960133358534879"  
[X Link](https://x.com/anyuser/status/2021960133358534879)  2026-02-12T14:50Z [---] followers, [--] engagements


"Phenomenal answer from @yaminirangan if AI will "eat " $HUBS. Context is everything and general LLMs don't have the experience from the market - super valuable comment. "Context has to come from somewhere it needs to be trusted . and actionable. ". Sounds like the agents and other prospecting tools are eating into credits nicely - going to impact usage significantly in the future. https://twitter.com/i/web/status/2021709108513231306 https://twitter.com/i/web/status/2021709108513231306"  
[X Link](https://x.com/anyuser/status/2021709108513231306)  2026-02-11T22:13Z [---] followers, [---] engagements


"https://x.com/alphasenseinc/status/2021726380392579299s=46 $HUBS CEO says their moat grows in the AI era because only a platform with deep realtime customer context not standalone LLMs or agents can deliver reliable governed outcomedriving workflows for midmarket companies: "Let's start with ripping off band-aid. I'll probably https://t.co/S0wo3hMdlW https://x.com/alphasenseinc/status/2021726380392579299s=46 $HUBS CEO says their moat grows in the AI era because only a platform with deep realtime customer context not standalone LLMs or agents can deliver reliable governed outcomedriving"  
[X Link](https://x.com/anyuser/status/2021829521469485381)  2026-02-12T06:11Z [---] followers, [--] engagements


"$HUBS CEO says their moat grows in the AI era because only a platform with deep realtime customer context not standalone LLMs or agents can deliver reliable governed outcomedriving workflows for midmarket companies: "Let's start with ripping off band-aid. I'll probably start with the disruption threat and specifically our moat to address that. Then I'll take the second part of your question which is about value getting captured outside of SaaS as data gets sucked out of solutions. All right. First off in terms of disruption there's a big difference between point indiscernible for solutions"  
[X Link](https://x.com/anyuser/status/2021726380392579299)  2026-02-11T23:21Z 31.6K followers, [----] engagements


"https://x.com/dharmesh/status/2021754795749499094s=46 Just wrapped up the @HubSpot ($HUBS) Q4 [----] earnings call. My thanks to the entire HubSpot team for delivering another great quarter. My special thanks to the [----] new customers that have put their trust in HubSpot's agentic customer platform. (Yes you read that right we https://x.com/dharmesh/status/2021754795749499094s=46 Just wrapped up the @HubSpot ($HUBS) Q4 [----] earnings call. My thanks to the entire HubSpot team for delivering another great quarter. My special thanks to the [----] new customers that have put their trust in HubSpot's"  
[X Link](https://x.com/anyuser/status/2021830312473321691)  2026-02-12T06:14Z [---] followers, [--] engagements


"Just wrapped up the @HubSpot ($HUBS) Q4 [----] earnings call. My thanks to the entire HubSpot team for delivering another great quarter. My special thanks to the [----] new customers that have put their trust in HubSpot's agentic customer platform. (Yes you read that right we added almost [-----] customers last quarter and grew our customer count to 280000+). One of the comments I made on the call was around a question about Lovable being a HubSpot customer and the impact of vibe coding to HubSpot's customer platform. My paraphrased response: The best companies (both AI and non-AI) will spend all"  
[X Link](https://x.com/anyuser/status/2021754795749499094)  2026-02-12T01:14Z 337.4K followers, 55.1K engagements


"Very bullish about $HUBS after that earnings call. A lot of great things pushing the company onward. Lovable was also namedropped as a customer highlighting that even the biggest vibe coding platforms use Hubspot (instead of building their own CRM). Very excited for this company. https://twitter.com/i/web/status/2021714794898739567 https://twitter.com/i/web/status/2021714794898739567"  
[X Link](https://x.com/anyuser/status/2021714794898739567)  2026-02-11T22:35Z [---] followers, [---] engagements


"People asking on the $HUBS Q&A about credit usage. Anyone who has used ChatGPT Cursor or Claude for productivity work knows that you never have enough credits AI is super valuable when done right and usage will grow dramatically in the future"  
[X Link](https://x.com/anyuser/status/2021710119377977396)  2026-02-11T22:17Z [---] followers, [---] engagements


"$HUBS announcing share buyback of up to $1B. Wow"  
[X Link](https://x.com/ARXSavonum/status/2021699412808827026)  2026-02-11T21:34Z [---] followers, [---] engagements


"That's 10% of their float"  
[X Link](https://x.com/anyuser/status/2021699515670020206)  2026-02-11T21:35Z [---] followers, [--] engagements


"Exited my $PYPL position today. Price action deterorirated and stock is heading south. Also took a small starter position in $HUBS that I've been eyeing for quite some time. I anticipate good earnings but also that the stock can bounce lower on those news. CRMs aren't going anywhere. https://twitter.com/i/web/status/2021611240124981545 https://twitter.com/i/web/status/2021611240124981545"  
[X Link](https://x.com/ARXSavonum/status/2021611240124981545)  2026-02-11T15:44Z [---] followers, [---] engagements


"https://x.com/earnings_guy/status/2021692180889292994s=20 $HUBS (HubSpot) #earnings are out: https://t.co/3994sriAmY https://x.com/earnings_guy/status/2021692180889292994s=20 $HUBS (HubSpot) #earnings are out: https://t.co/3994sriAmY"  
[X Link](https://x.com/anyuser/status/2021692705303121981)  2026-02-11T21:07Z [---] followers, [--] engagements


"$HUBS (HubSpot) #earnings are out:"  
[X Link](https://x.com/anyuser/status/2021692180889292994)  2026-02-11T21:05Z 48.2K followers, 10.8K engagements


"Dipped some more shares below $197 that report is phenomenal to me. AI is expanding their business - not killing it"  
[X Link](https://x.com/anyuser/status/2021695786510160043)  2026-02-11T21:20Z [---] followers, [--] engagements


"$HUBS Earnings: - Total revenue was $846.7 million up 20% on an as-reported basis and 18% in constant currency compared to Q4'24. - Subscription revenue was $829.0 million up 21% on an as-reported basis compared to Q4'24. - Professional services and other revenue was $17.8 million up 12% on an as-reported basis compared to Q4'24. - Non-GAAP net income was $162.5 million or $3.10 per basic and $3.09 per diluted share compared to $124.9 million or $2.42 per basic and $2.32 per diluted share in Q4'24. [----] was a transformative year for HubSpot defined by the momentum of our agentic customer"  
[X Link](https://x.com/anyuser/status/2021693966836806006)  2026-02-11T21:12Z 31.6K followers, [----] engagements

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