# ![@ASchulz888 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::921036730664390656.png) @ASchulz888 Andreas Schulz

Andreas Schulz posts on X about ai, $vktx, $path, $lmnd the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::921036730664390656/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::921036730664390656/c:line/m:interactions.svg)

- [--] Week [------] -83%
- [--] Month [-------] +340%
- [--] Months [-------] +119%
- [--] Year [-------] -64%

### Mentions: [--] [#](/creator/twitter::921036730664390656/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::921036730664390656/c:line/m:posts_active.svg)

- [--] Week [--] -35%
- [--] Month [--] +213%
- [--] Months [---] +66%
- [--] Year [---] -49%

### Followers: [-----] [#](/creator/twitter::921036730664390656/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::921036730664390656/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] +1.70%
- [--] Months [-----] +5.70%
- [--] Year [-----] +29%

### CreatorRank: [---------] [#](/creator/twitter::921036730664390656/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::921036730664390656/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  57.58% [finance](/list/finance)  21.21% [technology brands](/list/technology-brands)  20.45% [automotive brands](/list/automotive-brands)  7.58% [cryptocurrencies](/list/cryptocurrencies)  4.55% [currencies](/list/currencies)  1.52% [countries](/list/countries)  1.52% [celebrities](/list/celebrities)  1.52% [social networks](/list/social-networks)  0.76% [exchanges](/list/exchanges)  0.76%

**Social topic influence**
[ai](/topic/ai) 22.73%, [$vktx](/topic/$vktx) #64, [$path](/topic/$path) 15.15%, [$lmnd](/topic/$lmnd) 13.64%, [$amzn](/topic/$amzn) 10.61%, [business](/topic/business) 8.33%, [in the](/topic/in-the) 8.33%, [$nktr](/topic/$nktr) 7.58%, [agentic](/topic/agentic) 6.82%, [insurance](/topic/insurance) 6.82%

**Top accounts mentioned or mentioned by**
[@phathomresearch](/creator/undefined) [@josephjacks](/creator/undefined) [@starlink](/creator/undefined) [@shaiwininger](/creator/undefined) [@andersreiche](/creator/undefined) [@bjmtweets](/creator/undefined) [@ginkgo](/creator/undefined) [@jayabacus](/creator/undefined) [@amaymd](/creator/undefined) [@jasonlk](/creator/undefined) [@salesforce](/creator/undefined) [@tbpn](/creator/undefined) [@johncoogan](/creator/undefined) [@jordihays](/creator/undefined) [@helderbuilds](/creator/undefined) [@barkinvesting](/creator/undefined) [@orrdavid](/creator/undefined) [@karpathy](/creator/undefined) [@farzyness](/creator/undefined) [@zetaglobal](/creator/undefined)

**Top assets mentioned**
[Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [UiPath, Inc. (PATH)](/topic/$path) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [ZetaChain (ZETA)](/topic/$zeta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Expedia Group Inc (EXPE)](/topic/$expe) [Boyd Gaming Corporation (BYD)](/topic/boyd-gaming) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Pfizer, Inc. (PFE)](/topic/$pfe) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Southwest Airlines Co (LUV)](/topic/$luv) [Metadium (META)](/topic/$meta) [monday.com Ltd. (MNDY)](/topic/$mndy) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Kymera Therapeutics, Inc. (KYMR)](/topic/$kymr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$PFE's MET-097i ph2b results with 12.3% PBO adjusted weight loss after [--] weeks do not sound impressive. They did not report detailed AEs but concerningly a few patients had severe nausea and vomiting. Dare I say they should have gone after $VKTX instead of $MTSR"  
[X Link](https://x.com/anyuser/status/2018680827832414241)  2026-02-03T13:39Z [----] followers, [----] engagements


"Maybe the most important rewarding and fun thing we as traders can do is to support great management teams building great companies when they are going through irrational drawdowns. I am proud to support $VKTX right here"  
[X Link](https://x.com/ASchulz888/status/1857130628510019909)  2024-11-14T18:37Z [----] followers, [----] engagements


"@cigs1234 I agree - $VKTX feels like a pretty special opportunity. A $5 billion EV for what has a good chance to be the 3rd player in the largest pharma indication of all time (obesity) when the obesity portfolios of $LLY and $NVO combined are worth $1 trillion I like the odds"  
[X Link](https://x.com/ASchulz888/status/1862982869473182206)  2024-11-30T22:11Z [----] followers, [----] engagements


"BULL worked out rather nicely: $BYD +3.4% $UAL +19.1% $LVS +28.5% $LMND +91.9% vs. $SPY +7.5% Time for a new acronym: NeBULA. https://x.com/ASchulz888/status/1948383916336742702s=20 There have been a lot of stock market acronyms lately so here is mine. Seems my current favorite stocks spell BULL: $BYD Boyd Gaming $UAL United Airlines $LVS Las Vegas Sands $LMND Lemonade https://x.com/ASchulz888/status/1948383916336742702s=20 There have been a lot of stock market acronyms lately so here is mine. Seems my current favorite stocks spell BULL: $BYD Boyd Gaming $UAL United Airlines $LVS Las Vegas"  
[X Link](https://x.com/ASchulz888/status/1999727371960877364)  2025-12-13T06:25Z [----] followers, [----] engagements


"NeBULA - My current favorite stocks going into 2026: $NKTR Nektar Therapeutics $BYD Boyd Gaming $UAL United Airlines $LMND Lemonade $AMZN Amazon"  
[X Link](https://x.com/ASchulz888/status/1999728078973730883)  2025-12-13T06:28Z [----] followers, [---] engagements


"@jasonlk @salesforce @tbpn @johncoogan @jordihays You mentioned $HUBS specifically as the best CRM (as discovered in Replit). Was that just an example of agent-based discovery or do you believe that $HUBS is the best positioned CRM for this new agentic environment"  
[X Link](https://x.com/ASchulz888/status/2018155572181582318)  2026-02-02T02:52Z [----] followers, [---] engagements


"Following the great SaaS washout $PATH is looking attractive. It is one of only two software companies where I have conviction in both earnings beats and in growth acceleration in calendar [----]. The reason is simple - $PATH has a large agentic automation up-sell opportunity in their existing RPA enterprise customer base particularly in regulated industries that rely on legacy systems. In this cohort $PATH's broader capabilities shine particularly the ability to smoothly integrate legacy software into agentic automations through RPA. They have demonstrated themselves as a trusted long-term"  
[X Link](https://x.com/ASchulz888/status/2018371785310523880)  2026-02-02T17:11Z [----] followers, [----] engagements


"@helderbuilds Any thoughts you can share What do you think of $PATH's positioning in agentic automation"  
[X Link](https://x.com/ASchulz888/status/2018520978033365304)  2026-02-03T03:04Z [----] followers, [---] engagements


"@bjmtweets @JosephJacks_ I guess this is the Reuters report that triggered the OpenAI responses. A lot of interesting tidbits here. According to Reuters OpenAI exploring SRAM heavy inference accelerators was what got $NDVA to buy @GroqInc. https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/ https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/"  
[X Link](https://x.com/ASchulz888/status/2018525491951739147)  2026-02-03T03:22Z [----] followers, [--] engagements


"Go $UAL This is just the latest of many steps differentiating @united from other US airlines. And good luck to competing airlines deploying legacy inflight Wi-Fi solutions. https://x.com/united/status/2018374628817662397s=20 We just took one more giant leap with @Starlink The fastest most reliable Wi-Fi in the sky is now on board 300+ planes nearly our entire regional fleet. We expect to also have it on board more than half our full fleet (bringing the total to 800+ aircraft) by the end of this https://t.co/yLDggqvJRT https://x.com/united/status/2018374628817662397s=20 We just took one more"  
[X Link](https://x.com/ASchulz888/status/2018535992941285841)  2026-02-03T04:04Z [----] followers, [----] engagements


"@firstadopter Not directly because the market cap targets get adjusted by the merger value. But SpaceX's incremental growth post merger makes it easier to reach the new targets. So can he game his comp the day of the merger closing No. But does it benefit his comp long-term Likely yes"  
[X Link](https://x.com/ASchulz888/status/2018547585376747643)  2026-02-03T04:50Z [----] followers, 14.8K engagements


"I have mixed feelings on this thread. I like $PATH here and it could easily outperform $LMND this year. But $LMND could 100x their business in my lifetime. No other portfolio company of mine has a shot at that. So why trade instead of all in $LMND https://x.com/ASchulz888/status/2018371785310523880s=20 https://x.com/ASchulz888/status/2018371785310523880s=20"  
[X Link](https://x.com/anyuser/status/2018584652353806385)  2026-02-03T07:17Z [----] followers, [----] engagements


"This current washout is the kind of things that happens in markets every [--] or [--] years. There is a big "explosion" somewhere that causes great carnage. Today the epicenter is B2B SaaS. But these things usually do not stay neatly contained. There are always spillover effects"  
[X Link](https://x.com/anyuser/status/2018746496322355523)  2026-02-03T18:00Z [----] followers, [----] engagements


"Sure - they are both competing for capital in my portfolio. I think $PATH is one of a couple of the proverbial "babies thrown out with the bathwater here." I am pretty confident they will see a significant acceleration in their business near term while the stock is getting crushed along with SaaS that is decelerating. I think the odds of $PATH doubling from this price in a year are higher than for $LMND so the opportunistic trader in me wants to own some $PATH. But my long-term conviction is much much higher in $LMND. So my $LMND position will (most likely) always be a lot larger but how much"  
[X Link](https://x.com/ASchulz888/status/2018897502154702874)  2026-02-04T04:00Z [----] followers, [---] engagements


"Thank you for the post. I look forward to seeing your longer thread. Can you expand a little on the impact of the screen agent I can see how this makes RPA or mixed RPA / agentic process automations more reliable. But do you see a disruption risk there If specialized agents can do the job previously done by RPA does that lower the bar for new AI native competitors to invade $PATH's turf Thank you for your thoughts"  
[X Link](https://x.com/ASchulz888/status/2018956098691350851)  2026-02-04T07:53Z [----] followers, [---] engagements


"@Citrini7 Tell that to $BKNG and $EXPE"  
[X Link](https://x.com/ASchulz888/status/2019020384222466418)  2026-02-04T12:09Z [----] followers, [---] engagements


"The amazing revenue divergence between $LLY and $NVO continues. The reason - a single super molecule in obesity: dual GLP-1 / GIP agonist tirzepatide. But who has a (likely) superior dual GLP-1 / GIP agonist in ph3 $VKTX $NVO - you got lucky that $PFE outbid you on $MTSR whose latest data yesterday was less than inspiring. Maybe it's time to use that war chest and take a look at $VKTX Just saying. https://twitter.com/i/web/status/2019033554924232704 https://twitter.com/i/web/status/2019033554924232704"  
[X Link](https://x.com/anyuser/status/2019033554924232704)  2026-02-04T13:01Z [----] followers, [----] engagements


"First the prime targets of AI sell of (SaaS). Then yesterday stuff vaguely in the same neighborhood sells off (e.g. $BKNG $EXPE). And now AI beneficiaries sell off (e.g. $LMND $PLTR). The dominos are falling. It's like clockwork"  
[X Link](https://x.com/anyuser/status/2019083808394420527)  2026-02-04T16:21Z [----] followers, [---] engagements


"No doubt the world is moving this way but it's still tricky with the current state of the models. The models are excellent at tasks where they can rapidly improve via reinforcement learning (coding building DCF models .) but still act like midwit summer interns on more open ended questions. They know how to sound like what they are doing because they read so many human examples but they are not yet at the stage where they can really distil complex issues down to the governing first principles. That's why they make so many stupid mistakes in open ended contexts. So I don't think doing the open"  
[X Link](https://x.com/ASchulz888/status/2019630712035615128)  2026-02-06T04:34Z [----] followers, [--] engagements


"For those who believe that $VKTX will fail due to high CoGS. https://x.com/OpenAI/status/2019488071134347605s=20 We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW https://x.com/OpenAI/status/2019488071134347605s=20 We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop"  
[X Link](https://x.com/anyuser/status/2019692411640049694)  2026-02-06T08:39Z [----] followers, [----] engagements


"@TMTLongShort So which one is your favorite $GOOG since they are killing it $NVDA because they will continue to outgrow expectations as far as the eye can see $AMZN because they cannot help but benefit as the largest compute provider in a compute constrained world "  
[X Link](https://x.com/ASchulz888/status/2020333667026104423)  2026-02-08T03:07Z [----] followers, [---] engagements


"After much deliberation I decided to exit my $PATH position with a small profit. I still believe the company will beat expectations near term but there are many hard questions long-term. I simply have greater conviction in $LMND $AMZN and $ZETA. https://x.com/ASchulz888/status/2018584652353806385s=20 I have mixed feelings on this thread. I like $PATH here and it could easily outperform $LMND this year. But $LMND could 100x their business in my lifetime. No other portfolio company of mine has a shot at that. So why trade instead of all in $LMND https://t.co/bowA4javnQ"  
[X Link](https://x.com/anyuser/status/2020890442792059047)  2026-02-09T16:00Z [----] followers, [----] engagements


"@jayabacus Thanks - I am a big fan of $NKTR and $VKTX here as well. And $TSLA looks super intriguing with the potential of a SpaceX merger"  
[X Link](https://x.com/ASchulz888/status/2020894029932794283)  2026-02-09T16:14Z [----] followers, [---] engagements


"@BarkInvesting Thanks. I hope I am doing the right thing. Even though $PATH should have a lot of momentum short term who knows what its future is [--] or [--] years out I feel like I cannot even predict the next agentic AI capability a month out"  
[X Link](https://x.com/ASchulz888/status/2020894673557131600)  2026-02-09T16:16Z [----] followers, [---] engagements


"@PhathomResearch I wish you luck. I struggled with this decision for a week and it's quite possible I am making a big mistake. I really do feel their business should accelerate a lot here. It's just compared to the others how can I get comfortable around the terminal value"  
[X Link](https://x.com/ASchulz888/status/2020907368104575112)  2026-02-09T17:07Z [----] followers, [---] engagements


"In the pre-AI era I would have agreed 100%. But I feel that all bets are off as we are going through the singularity. Plus all the AI labs especially Anthropic are making enterprise a focus. And very long run I am concerned about Elon's point that humans in the loop will eventually hold back gains from agentic AI (his analogy of the spreadsheet where only some cells are calculated manually by humans). I think that world works out fine for $LMND or $ZETA but I am not sure about $PATH. And I wonder how much the multiple can expand if that question hangs over the stock even if the business"  
[X Link](https://x.com/ASchulz888/status/2021040629107785916)  2026-02-10T01:56Z [----] followers, [--] engagements


"Maybe I am really wrong but so far AI has led to a big increase in software created (e.g. iOS apps as seen on the chart below). Seems that might only accelerate further as more human labor get replaced with AI powered software. It might not be the current generation of SaaS software but software nonetheless. All that software needs to run somewhere and probably use many tools and services besides the AI agent. Seems AWS would be the perfect place for that because it offers all of it at scale and lowest cost. Sure someone might chose GCP or Azure because they like the platform better but that"  
[X Link](https://x.com/ASchulz888/status/2021078890157130078)  2026-02-10T04:28Z [----] followers, [---] engagements


"@Elemental_ZG Funny you would call $AMZN a safety net. Not sure many people think of it like that these days. 🙄😅"  
[X Link](https://x.com/ASchulz888/status/2021082503604470239)  2026-02-10T04:43Z [----] followers, [---] engagements


"@orrdavid @mastersinvest He is one of the most profitable hedge fund investors of all time"  
[X Link](https://x.com/ASchulz888/status/2021086600747418100)  2026-02-10T04:59Z [----] followers, [---] engagements


"@howtoinvest_jb I'll take the other side of that trade. $ZETA will outperform all of $HIMS $DUOL and $PATH over the next few years"  
[X Link](https://x.com/ASchulz888/status/2021609191874408571)  2026-02-11T15:36Z [----] followers, [---] engagements


"Of all the changes that $LUV has made this is the most powerful and positive for customers. Well done Southwest https://x.com/SawyerMerritt/status/2021708687786872845s=20 NEWS: Southwest Airlines has just announced that it will install @Starlink across its entire fleet. The first Starlink-equipped aircraft will enter service this summer and it will be available on more than [---] aircraft by the end of [----]. Starlink Wi-Fi will be free for all https://t.co/KQYdaD2gLl https://x.com/SawyerMerritt/status/2021708687786872845s=20 NEWS: Southwest Airlines has just announced that it will install"  
[X Link](https://x.com/anyuser/status/2021730566283178010)  2026-02-11T23:38Z [----] followers, [---] engagements


"@A_May_MD So in light of that are you still bearish on $VKTX"  
[X Link](https://x.com/ASchulz888/status/2022327449238065650)  2026-02-13T15:10Z [----] followers, [----] engagements


"Posting about unpopular stocks is a terrible way to get engagement but it can be rather profitable. $UAL my favorite stock all year is now up 109% YTD and up 74% since the tweet below. Alas only one person took me up on this bet. https://x.com/ASchulz888/status/1801277250983100867 $UAL might be my favorite stock in the entire stock market. An airline Sounds crazy I know. Just for sport - if you think it's crazy name a stock (market cap over $5 billion) that will do better for the next year and let's see what happens. https://x.com/ASchulz888/status/1801277250983100867 $UAL might be my"  
[X Link](https://x.com/ASchulz888/status/1854577367773331848)  2024-11-07T17:31Z [----] followers, [----] engagements


"$VKTX - cannot keep a good stock down for long. https://x.com/ASchulz888/status/1853455226499436688 I know I said $VKTX is a "sell the news" stock but it being down 6% seems a little ridiculous on what was unambiguously good news. https://t.co/lfGkFcaxkH https://x.com/ASchulz888/status/1853455226499436688 I know I said $VKTX is a "sell the news" stock but it being down 6% seems a little ridiculous on what was unambiguously good news. https://t.co/lfGkFcaxkH"  
[X Link](https://x.com/ASchulz888/status/1854619674048110843)  2024-11-07T20:19Z [----] followers, [----] engagements


"@Pharmdca The shorts in $VKTX will lose their shirts in the long run. If in the interim they want to give us opportunities to buy the stock on the cheap I am all for it. $VKTX is both a great long-term hold and a great trading stock if you are disciplined"  
[X Link](https://x.com/ASchulz888/status/1856031272813863075)  2024-11-11T17:48Z [----] followers, [----] engagements


"@LTbioinvestor I usually don't like these kinds of explanations but is it possible that all the gamblers are selling $VKTX to buy #Bitcoin"  
[X Link](https://x.com/ASchulz888/status/1856076188068000260)  2024-11-11T20:47Z [----] followers, [----] engagements


"I am curious - why do you think $VKTX is down so much today Is this a competitive concern about $ALT (having released a teaser of their ph3 design) or $GUBRA Is this broader biotech / pharma worries on potential healthcare spending cuts Something else completely"  
[X Link](https://x.com/ASchulz888/status/1856796696078070001)  2024-11-13T20:30Z [----] followers, [----] engagements


"I have liked $VKTX for a while but it has been some time since I felt compelled to add to the stock. The last time was in late June when the stock was around $50 (see below). I am not sure whether we are quite at a local bottom here yet - I was a bit early in June as well. But buying then turned out pretty well in due time and I think chances are it could do so again now. Since June we have had several pieces of good news most notably the path straight to ph3 for VK2735 (bypassing a ph2b) the oral results presented at Obesity Week recently and the news that amylin may be moving into the"  
[X Link](https://x.com/ASchulz888/status/1856819778662326282)  2024-11-13T22:01Z [----] followers, 17.1K engagements


"Until someone runs a large head to head trial we will not know the precise answer. So let's suppose you are right and they have the same efficacy. In a few years patients may be able to start a course of $VKTX's subq VK2735 for initial weight loss and eventually transition to a low dosage oral with placebo like tolerability for maintenance. Truly something that could be a lifetime therapy for chronic obesity. Something that no one has presented yet not even $LLY. I don't have to tell you about discontinuation rates on current GLP-1 therapies. And yes there will be enough API for low dosage"  
[X Link](https://x.com/ASchulz888/status/1857120968092578173)  2024-11-14T17:58Z [----] followers, [----] engagements


"I have not seen this much negativity on $VKTX in my feed since the summer. I still don't know if we have reached a local bottom yet but this negativity makes me like it more not less. https://x.com/ASchulz888/status/1856819778662326282 I have liked $VKTX for a while but it has been some time since I felt compelled to add to the stock. The last time was in late June when the stock was around $50 (see below). I am not sure whether we are quite at a local bottom here yet - I was a bit early in June as well. https://x.com/ASchulz888/status/1856819778662326282 I have liked $VKTX for a while but it"  
[X Link](https://x.com/ASchulz888/status/1857127432219697492)  2024-11-14T18:24Z [----] followers, [----] engagements


"I am fully with you on $VKTX but please be careful about not sizing up too fast. If this $XBI turns into a fully blown crisis of confidence you'll want to be able to add more lower. Who knows what will happen but maybe this really is a structural change for the whole biotech industry. Good luck all"  
[X Link](https://x.com/ASchulz888/status/1857521788831650268)  2024-11-15T20:31Z [----] followers, [----] engagements


"One big problem with that logic is that most innovation actually happens at small biotech companies and is later acquired by big pharma thus not running through the R&D line. If you reduce pharma profits that would dramatically lower the attractiveness of these biotech acquisitions removing the main exit path for biotech investors. Biotechs already have a very high cost of capital given the long lead times and high uncertainty for drug development. If you mandated sharply lower drug prices in the US without any compensating revenue increases elsewhere you would probably kill most of the"  
[X Link](https://x.com/ASchulz888/status/1859611505030738157)  2024-11-21T14:55Z [----] followers, [----] engagements


"For those overly worried about the new administration's stance on GLP-1's (and hence $LLY $NVO $VKTX .) consider some basic questions about the root causes of the current obesity epidemic and whether it is realistic to just mandate diet and exercise alone for all. How are you going to stop food companies from making their products more delicious / addictive when selling more food is their core business Do you want to mandate that food cannot be tasty How do you even regulate something like that And how does that foot with the administration's stance on de-regulation and personal freedoms"  
[X Link](https://x.com/ASchulz888/status/1861125981538316435)  2024-11-25T19:13Z [----] followers, [----] engagements


"Another competitor data release (MariTide from $AMGN) another nice day for $VKTX. There are a lot of companies trying to win in obesity but few have the goods. I continue to believe that $VKTX is (by far) the most credible challenger for $LLY and $NVO"  
[X Link](https://x.com/ASchulz888/status/1861399080494100771)  2024-11-26T13:18Z [----] followers, [----] engagements


"I agree the most efficient route to market for $VKTX is a scaled pharma partnership. But there is sufficient 3rd party API capacity to support a blockbuster launch for subq VK2735 and for low dosage oral maintenance VK2735 if future trials continue to prove that out. Plus the company is already in discussions with multiple global suppliers already to lock down a manufacturing partnership. And the world is not static - there will be incremental investment in peptide manufacturing if these drugs (and VK2735 in particular) work as well as the data currently suggests. The fact that the company is"  
[X Link](https://x.com/ASchulz888/status/1862987870073430254)  2024-11-30T22:31Z [----] followers, [----] engagements


"The bottom line is we are all just guessing on who is superior because there is no clean trial comparing the two and there might not be for a very long time. But even if VK2735 turned out to be equal to tirzepatide in efficacy and tolerability on average but offered oral and infrequent dosing advantages (as the data suggests is likely) that would still be a big win that would help a lot of patients. So if VK2735 is inferior you lose. If VK2735 is superior you have a massive win (if the odds are only 10% that probably more than pays for the current EV in expectation). And in a likely range of"  
[X Link](https://x.com/ASchulz888/status/1863000252279644417)  2024-11-30T23:20Z [----] followers, [----] engagements


"I guess my issue is with broad sweeping statements about "the longs." I am on record as a long. Are there some longs who are more certain than me Sure. And I may not agree with everything they say even if we are both long. And whenever $VKTX is down I see my feed flooded with posts from bears some of which are of rather questionable substance. So there are extremes on both sides. But most $VKTX longs I know are smart and thoughtful people who went through a probabilistic analysis like the one in my post. I think the most constructive thing you can learn from this debate is that there is still"  
[X Link](https://x.com/ASchulz888/status/1863268740009210227)  2024-12-01T17:07Z [----] followers, [----] engagements


"It's especially ironic because other former cosmetic bubble stocks (e.g. $090430 KS) look much cheaper. But maybe that just shows how badly the Korean stock market has been crushed even compared to Japan. I don't know why none of the deep value crew on X is talking much about Korea these days. https://twitter.com/i/web/status/1875014172687134902 https://twitter.com/i/web/status/1875014172687134902"  
[X Link](https://x.com/ASchulz888/status/1875014172687134902)  2025-01-03T02:59Z [----] followers, [---] engagements


"There have been a lot of stock market acronyms lately so here is mine. Seems my current favorite stocks spell BULL: $BYD Boyd Gaming $UAL United Airlines $LVS Las Vegas Sands $LMND Lemonade"  
[X Link](https://x.com/ASchulz888/status/1948383916336742702)  2025-07-24T14:04Z [----] followers, [----] engagements


"That happened even quicker than I thought - $FLYY goes chapter [--]. Now the only question is does it end in chapter [--] or in a merger with $ULCC https://x.com/xJonNYC/status/1961529350685102531 This I guess https://t.co/sXgLZwcPtA https://x.com/xJonNYC/status/1961529350685102531 This I guess https://t.co/sXgLZwcPtA"  
[X Link](https://x.com/ASchulz888/status/1961613309872136344)  2025-08-30T02:13Z [----] followers, [---] engagements


"Nice post from @karpathy suggesting a simple test for areas with greatest AI impact - tasks you can verify. Worth keeping in mind I think. "Software [---] easily automates what you can specify. Software [---] easily automates what you can verify." https://x.com/karpathy/status/1990116666194456651s=20 https://x.com/karpathy/status/1990116666194456651s=20 Sharing an interesting recent conversation on AI's impact on the economy. AI has been compared to various historical precedents: electricity industrial revolution etc. I think the strongest analogy is that of AI as a new computing paradigm"  
[X Link](https://x.com/ASchulz888/status/1990241891284349127)  2025-11-17T02:13Z [----] followers, [---] engagements


"Gemini [---] seems like a good model but it can be frustrating to use for research tasks. No matter how much I ask it to I cannot seem to get it check its results. Has anyone found a good solution to this https://x.com/VraserX/status/1992447348052525467s=20 Gemini [--] is strong but the hallucination rate is high. The new benchmarks make it clear you should double check its answers. GPT [---] Thinking on the other hand barely hallucinates. Google likely didnt have time to replicate the universal verifier system OpenAI built and it https://t.co/W8rERuWC2V"  
[X Link](https://x.com/ASchulz888/status/1992803672359948743)  2025-11-24T03:53Z [----] followers, [---] engagements


"Happy to see a good quarter from $PATH. There are clearly early signs of building momentum from agentic AI efforts. In time this stock could well double as they increase penetration of their core customer base with agentic offerings. I have a little harder time seeing this 10x but not everything has to 10x to be worth owning. To that point - the company has essentially not added net new customers in [--] years. This Q they added [--] net new customers (on a basis of 10820). NRR actually stepped down slightly from 108% to 107% though that metric may have troughed this Q with forward momentum"  
[X Link](https://x.com/anyuser/status/1996437105938178132)  2025-12-04T04:31Z [----] followers, [----] engagements


"Brian's post below further supports this point - the most engaged customers are deepening engagement. Overall customers are flat but agentic customers grew a lot. https://x.com/bjmtweets/status/1996383759072165903s=20 $PATH is seeing significant interest around new agent development. Per Q3 call over [---] companies are actively developing agents in their platform. In Q2 that number was just [---]. Over 100% increase. https://x.com/bjmtweets/status/1996383759072165903s=20 $PATH is seeing significant interest around new agent development. Per Q3 call over [---] companies are actively developing"  
[X Link](https://x.com/anyuser/status/1996449351263207846)  2025-12-04T05:19Z [----] followers, [---] engagements


"Maybe I am delusional or just drinking the $AMZN Kool-aid but I am getting excited about AWS's opportunity in AI. Matt Garman might be the tech world's most underappreciated executive - cool calm common sense and customer focused. If there is anyone I would want at the helm for rapidly delivering real enterprise AI production services it is him. The velocity of product releases seems to be increasing and products like Nova Forge and AgentCore (with its new policy controls and evaluations) seem to address some of the biggest pain points in enterprise AI deployment. Others may be selling more"  
[X Link](https://x.com/anyuser/status/1999724690135482541)  2025-12-13T06:14Z [----] followers, [---] engagements


"Nothing is ever certain in life but imo this dip in $NKTR will look like a great gift down the road. Rezpeg narrowly missed stat sig in AA because of a single patient with unstable disease in the placebo arm who should have been excluded from the study. But bottom line the evidence keeps accumulating that Rezpeg is clinically active in multiple indications with very large medical need. The odds that ph3 in both AD and AA will be successful keeps going up imo. And if you believe that then $NKTR at a less than $1 billion EV is just comically undervalued. I also recommend reading this post by"  
[X Link](https://x.com/anyuser/status/2000967608506683521)  2025-12-16T16:33Z [----] followers, [----] engagements


"Hi @shai_wininger - I am very curious to hear your opinion on the AI products announced at $AMZN re:Invent [----] particularly Nova Forge and the new AgentCore features (e.g. evaluations). Do you think these products are valuable in general and are you planning to deploy any of them at $LMND Or does your proprietary software stack already give you similar or better capabilities Thank you in advance for your thoughts. https://twitter.com/i/web/status/2002064702940320218 https://twitter.com/i/web/status/2002064702940320218"  
[X Link](https://x.com/ASchulz888/status/2002064702940320218)  2025-12-19T17:13Z [----] followers, [----] engagements


"I am surprised that there is not more discussion of $AMZN's recent AI reorg. They are creating an entire new AI vertical separate from AWS under Peter DeSantis who is being promoted and reporting directly to Andy Jassy from now on. Less than a month ago Rohit Prasad (who is leaving $AMZN in this reorg) was telling the world to ignore AI benchmarks. Seems like the path forward will be very different. So does this mean that $AMZN is seriously entering the frontier model arms race Or just that they want to up their game in full stack AI (hardware + software) optimization Or both Or something"  
[X Link](https://x.com/anyuser/status/2003036159996502090)  2025-12-22T09:33Z [----] followers, [---] engagements


"$AMZN sentiment really is in the dumps. - Retail and logistics have been killing it for years - AWS is re-accelerating growth in a very compute constrained environment - They are getting into fighting shape with a recent AI reorg All that and no one cares"  
[X Link](https://x.com/anyuser/status/2003488631856709936)  2025-12-23T15:31Z [----] followers, [---] engagements


"This podcast was excellent. The first [--] minutes summarize the long-term bull case for $LMND perfectly. @dascheiber has always had conviction about the power of AI in insurance but if anything it seems to keep growing as the results start to show. https://x.com/farzyness/status/2009688275242627367s=20 One of my favorite podcasts I've ever done. Thanks to @daschreiber for coming on. $LMND https://t.co/YZrLpOBvbJ https://x.com/farzyness/status/2009688275242627367s=20 One of my favorite podcasts I've ever done. Thanks to @daschreiber for coming on. $LMND https://t.co/YZrLpOBvbJ"  
[X Link](https://x.com/anyuser/status/2009851735767166997)  2026-01-10T04:56Z [----] followers, [----] engagements


"Why do you think this is a good idea No doubt $META is good at running datacenters but what differentiated offer can they provide 3rd parties Hard to see them take share in core cloud services from AWS Azure and GCP. Why would anyone switch And why would startups build here (over AWS or GCP) And if the game is selling bare metal AI compute that is a very competitive and capital intensive business with players like $ORCL $CRWV . on top of the hyperscaler clouds. If they had a leading AI model to sell that would be one thing. Maybe their current AI investments will get there but then again you"  
[X Link](https://x.com/ASchulz888/status/2010993493468914157)  2026-01-13T08:33Z [----] followers, [---] engagements


"I find $META's cloud announcement somewhere between perplexing and concerning. After exiting the stock late last year I was wondering if I would be back but that feels very unlikely right now. Am I missing something here https://x.com/ASchulz888/status/2010993493468914157s=20 @thexcapitalist Why do you think this is a good idea No doubt $META is good at running datacenters but what differentiated offer can they provide 3rd parties Hard to see them take share in core cloud services from AWS Azure and GCP. Why would anyone switch And why would startups build"  
[X Link](https://x.com/ASchulz888/status/2010995125653291037)  2026-01-13T08:39Z [----] followers, [---] engagements


"@KevinLMak Is that really true Why wouldn't you be able to buy $ABVX on Robinhood It's a liquid Nasdaq listed ADR and it appears on the Robinhood website like any other stock. I am not a Robinhood account holder so would anyone be able to confirm this https://robinhood.com/us/en/stocks/ABVX/ https://robinhood.com/us/en/stocks/ABVX/"  
[X Link](https://x.com/ASchulz888/status/2013105320873128045)  2026-01-19T04:24Z [----] followers, [----] engagements


"@bprintco 💯 I don't think it will take very long for some of this to start becoming available. It's not exactly the same thing but look at $ZETA's Athena product at the enterprise level. And you see glimmers of it in SMB with some of the new AI features in open platforms like $MNDY"  
[X Link](https://x.com/ASchulz888/status/2013807652447363204)  2026-01-21T02:55Z [----] followers, [---] engagements


"Every hyperscaler is developing their own silicon. $GOOG is obviously way ahead with TPUs right now but even $MSFT is working on their own chips. At least $AMZN has a several generation head start there. There is a reason and I believe it's what he said. Without custom silicon you cannot make the inference margins work. https://twitter.com/i/web/status/2013834915129991533 https://twitter.com/i/web/status/2013834915129991533"  
[X Link](https://x.com/ASchulz888/status/2013834915129991533)  2026-01-21T04:43Z [----] followers, [----] engagements


"Another awesome example of innovation at $LMND. Great work @shai_wininger and team https://x.com/shai_wininger/status/2013967646966907365s=20 #TeslaFSD is 2X safer than humans so why are Tesla owners still charged so much to insure their cars In the last couple of months we've been hard at work with the @Tesla team on something that will change that forever. Announcing: Lemonade Autonomous Car Insurance for FSD https://x.com/shai_wininger/status/2013967646966907365s=20 #TeslaFSD is 2X safer than humans so why are Tesla owners still charged so much to insure their cars In the last couple of"  
[X Link](https://x.com/ASchulz888/status/2013973164506640446)  2026-01-21T13:53Z [----] followers, [----] engagements


"Imagine what $LMND's market share in car insurance among $TSLA owners could be in a year. https://x.com/elonmusk/status/2014039116854300810s=20 Insurance is half price when Tesla self-driving is activated because it increases safety so much https://x.com/elonmusk/status/2014039116854300810s=20 Insurance is half price when Tesla self-driving is activated because it increases safety so much"  
[X Link](https://x.com/ASchulz888/status/2014140409447157941)  2026-01-22T00:57Z [----] followers, [----] engagements


"I find it hilarious that shell shocked bears are trying to twist themselves into a pretzel to make the argument that $LMND providing discounted insurance for $TSLA FSD is somehow a bad thing. Just to recap: (1) I am confident that $LMND gave themselves a margin of safety in pricing FSD using a conservative estimate of how much safer FSD driving is that human driving. Put differently these policies will likely have lower loss ratios than the already good loss ratios $LMND has recently achieved in their car business. (2) Any concern that lowering rates for FSD is reducing insurance TAM is a"  
[X Link](https://x.com/ASchulz888/status/2014367985218342917)  2026-01-22T16:02Z [----] followers, [----] engagements


"This feels a little too on point. https://x.com/BoringBiz_/status/2015461407823630829s=20 This was an eye opener from Jensen Huang When asked whether he would rather relive his 20s or be [--] years old today this is what he had to say: "I thought our 20s were happier than these 20s. I think everyone deserves some time to be oblivious and not wear all of the world's https://t.co/UhxJHORDeo https://x.com/BoringBiz_/status/2015461407823630829s=20 This was an eye opener from Jensen Huang When asked whether he would rather relive his 20s or be [--] years old today this is what he had to say: "I"  
[X Link](https://x.com/ASchulz888/status/2015603934623367288)  2026-01-26T01:53Z [----] followers, [---] engagements


"Makes sense. Just curious why you called out $MNDY specifically. Seems that a tool like monday might actually be useful if you are trying to orchestrate / coordinate work forces comprised of both humans and AI agents. And it's a more open and flexible architecture than many peers' which might make AI integrations easier. Not saying that $MNDY is immune from the pressures you mentioned - they are clearly not. But I would have guessed there are others that would do worse. Thanks in advance for your thoughts. https://twitter.com/i/web/status/2015686037503136154"  
[X Link](https://x.com/ASchulz888/status/2015686037503136154)  2026-01-26T07:19Z [----] followers, [---] engagements


"RT @jayabacus: @shai_wininger decent shot you could buy TSLA insurance company for $1 give them 10% of your company and develop a strong s"  
[X Link](https://x.com/ASchulz888/status/2015777623004365198)  2026-01-26T13:23Z [----] followers, [--] engagements


"This seems like a cool idea. Curious what joint experts in $LMND and $TSLA think. @PaperBagInvest @Neil_X10 @Gfilche @farzyness https://x.com/jayabacus/status/2015767319171977508s=20 @shai_wininger decent shot you could buy TSLA insurance company for $1 give them 10% of your company and develop a strong strategic relationship. Their proprietary insurance program isnt working for them and its bad for business as theyre alienating thousands of customers. https://x.com/jayabacus/status/2015767319171977508s=20 @shai_wininger decent shot you could buy TSLA insurance company for $1 give them 10% of"  
[X Link](https://x.com/ASchulz888/status/2015788965249560833)  2026-01-26T14:08Z [----] followers, [----] engagements


"@farzyness No and yes. Take $LMND - all you needed to know was plainly out there yet the stock doubled in a few months even before the $TSLA announcement. All the while plenty of analysts were totally wrong. But I agree that AI will be better traders than 99% of humans in short order"  
[X Link](https://x.com/ASchulz888/status/2016013043382288824)  2026-01-27T04:58Z [----] followers, [---] engagements


"@orrdavid @harukaawake Japan is great. Just curious - have you ever spent any meaningful time in Korea"  
[X Link](https://x.com/ASchulz888/status/2016388732124029148)  2026-01-28T05:51Z [----] followers, [---] engagements


"Problem is - SaaS has been low grade missing expectations across the board at a time when people are asking existential questions. And even though they are cheap vs. history they are not absolutely cheap in the sense of a "cigar butt investor." For starters stock comp is too high to make a share buyback driven compounding argument. I do believe there will be survivors. Even some that do exceptionally well. But there will also be failures. And who is who is not only not obvious but the market's assessment is pretty volatile. Just look at $GOOG in the last year. This is just a really hard game"  
[X Link](https://x.com/ASchulz888/status/2017069468099498439)  2026-01-30T02:56Z [----] followers, [---] engagements


"@DudeWhoInvests Speechless. Not because it's the wrong move (it probably isn't). But $AMZN had the opportunity to put money into OpenAI for a decade and passed each time. How did it take them a decade to realize they needed to do this"  
[X Link](https://x.com/ASchulz888/status/2017075903004889139)  2026-01-30T03:22Z [----] followers, [----] engagements


"@karpathy @moltbook @openclaw Is this what continuous learning looks like for AI And if so is this an independent vector of the intelligence explosion (independent from pre-training post-training inference time compute .)"  
[X Link](https://x.com/ASchulz888/status/2017408021044019517)  2026-01-31T01:22Z [----] followers, [----] engagements


"@Willenation @RihardJarc Thanks for sharing your story. How do you think this applies in an enterprise context How would you implement it there with today's available tech with all the complexities logging / reporting / compliance / permissioning requirements"  
[X Link](https://x.com/ASchulz888/status/2017770633304891559)  2026-02-01T01:23Z [----] followers, [--] engagements


"Maybe the best take on the SaaS crash that I have read yet. https://x.com/jasonlk/status/2018000554941919700s=20 https://t.co/C19qcZrz8p https://x.com/jasonlk/status/2018000554941919700s=20 https://t.co/C19qcZrz8p"  
[X Link](https://x.com/ASchulz888/status/2018129279138382261)  2026-02-02T01:08Z [----] followers, [---] engagements


"With $NKTR now in its quiet period ahead of the AD maintenance readout a quick reminder of the opportunity: @A_May_MD explaining the reasons for optimism on this readout: A reminder of how cheap $NKTR is relative to AD peers: https://x.com/HOThomasWPhelps/status/2017486529677991965s=20 https://x.com/A_May_MD/status/1888946769838416326s=20 Updated Valuations Atopic Dermatitis Bios w/in/near Ph2b $APGE $CRVS $KYMR $NKTR MC EV cash level after raises + cash burn (assuming 60% increase for $CRVS) quarters of cash left $APGE $CRVS $KYMR 18-20 quarters cash left $NKTR [--] quarters"  
[X Link](https://x.com/ASchulz888/status/2018153067196379361)  2026-02-02T02:42Z [----] followers, [----] engagements


"@jasonlk @salesforce @tbpn @johncoogan @jordihays Very clear. Thank you for your thoughts"  
[X Link](https://x.com/ASchulz888/status/2018210568788979961)  2026-02-02T06:31Z [----] followers, [--] engagements


"@AndersReiche You may be right eventually but as long as there are legacy enterprises don't you think $PATH could have a nice opportunity Especially in the next few years. https://x.com/ASchulz888/status/2018371785310523880s=20 Following the great SaaS washout $PATH is looking attractive. It is one of only two software companies where I have conviction in both earnings beats and in growth acceleration in calendar [----]. The reason is simple - $PATH has a large agentic automation up-sell opportunity https://x.com/ASchulz888/status/2018371785310523880s=20 Following the great SaaS washout $PATH"  
[X Link](https://x.com/ASchulz888/status/2018373806239494513)  2026-02-02T17:19Z [----] followers, [---] engagements


"This is a good example of customer traction in the enterpise: https://x.com/nikoliasgoninus/status/2018006668840230943s=20 In this $PATH customer testimonial one of ADT's Intelligence Automation Leaders says: "UiPath is just able to meet all of our needs for automation in general." In reference to hardcore RPA and AI he continues: "I would say that nobody out there can do it as seamlessly." https://t.co/VSX1XYt5md https://x.com/nikoliasgoninus/status/2018006668840230943s=20 In this $PATH customer testimonial one of ADT's Intelligence Automation Leaders says: "UiPath is just able to meet all"  
[X Link](https://x.com/ASchulz888/status/2018374119532990562)  2026-02-02T17:21Z [----] followers, [---] engagements


"@JosephJacks_ Is anyone else wondering if it is a coincidence that these videos are coming out just when $AMZN is reportedly in talks to invest $50 billion in OpenAI Could there be a Trainium announcement in OpenAI's future"  
[X Link](https://x.com/ASchulz888/status/2018375428373987487)  2026-02-02T17:26Z [----] followers, 18.9K engagements


"@AndersReiche I don't disagree with your philosophy at all. I still like $LMND better than $PATH as well. And if I had to be all in on one it would be $LMND. But $PATH could also trade up a lot from this price if they deliver the revenue acceleration. I guess we'll see what happens"  
[X Link](https://x.com/ASchulz888/status/2018498229567099132)  2026-02-03T01:34Z [----] followers, [--] engagements


"@bjmtweets @JosephJacks_ 💯 With all the money being raised the funding questions about AI will largely turn out to be a nothing burger. As an aside maybe this is Peter DeSantis trying to make a big splash by landing OpenAI as a chip customer right after getting promoted https://x.com/ASchulz888/status/2003036159996502090s=20 I am surprised that there is not more discussion of $AMZN's recent AI reorg. They are creating an entire new AI vertical separate from AWS under Peter DeSantis who is being promoted and reporting directly to Andy Jassy from now on. Less than a month ago Rohit Prasad (who"  
[X Link](https://x.com/ASchulz888/status/2018501161826042192)  2026-02-03T01:45Z [----] followers, [--] engagements


"@bjmtweets @JosephJacks_ It's also interesting to see how aggressively OpenAI is disputing any rift with $NVDA: https://x.com/sama/status/2018451015272694248s=20 https://x.com/sk7037/status/2018474249820983692s=20 We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. https://x.com/sama/status/2018451015272694248s=20 https://x.com/sk7037/status/2018474249820983692s=20 We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic"  
[X Link](https://x.com/ASchulz888/status/2018501835917865195)  2026-02-03T01:48Z [----] followers, [--] engagements


"Insurance is a great illustration of the way I think about $PATH. The product that $PATH can now offer legacy insurance carriers is impressive and some version of it will likely get adopted by many. Also it is obvious that the product has improved greatly in just the last [--] months since UIPath Fusion [----]. Then management implored customers to look for hard processes to agentically automate. Everything still seemed at the concept stage. Now there is an out of the box template for claims processing automation complete with customized agents for key steps in the process. It is hard to imagine"  
[X Link](https://x.com/ASchulz888/status/2018533573436100903)  2026-02-03T03:54Z [----] followers, [---] engagements


"@AndersReiche One more thing - I also agree with you that it is hard to know how these things evolve and there is a lot of uncertainty [--] years out. But odds are that [--] years out $PATH's business larger than today. https://x.com/ASchulz888/status/2018533573436100903s=20 Insurance is a great illustration of the way I think about $PATH. The product that $PATH can now offer legacy insurance carriers is impressive and some version of it will likely get adopted by many. Also it is obvious that the product has improved greatly in just the last 4"  
[X Link](https://x.com/ASchulz888/status/2018534692413399535)  2026-02-03T03:59Z [----] followers, [---] engagements


"If you are starting from a clean slate that is already true today. But for many legacy companies $PATH will be the best bet for a long time to come. Think Geico which according to Ajit Jain runs on [---] legacy systems that are not integrated or AI ready in any way. It takes a long time to get rid of these core systems. Mainframes are still growing for IBM even today. https://twitter.com/i/web/status/2018537291619455199 https://twitter.com/i/web/status/2018537291619455199"  
[X Link](https://x.com/ASchulz888/status/2018537291619455199)  2026-02-03T04:09Z [----] followers, [---] engagements


"@LS_trader1 I agree that's the ideal answer. My favorite company levered to AI is $LMND which has built this orchestration in house. But legacy enterprises are different. Just like they need oversight of humans they need oversight processes for agents. https://x.com/ASchulz888/status/2018533573436100903s=20 Insurance is a great illustration of the way I think about $PATH. The product that $PATH can now offer legacy insurance carriers is impressive and some version of it will likely get adopted by many. Also it is obvious that the product has improved greatly in just the last 4"  
[X Link](https://x.com/ASchulz888/status/2018542156903018924)  2026-02-03T04:28Z [----] followers, [---] engagements


"You may be right. I agree that few if any new companies will get started on $PATH. Without legacy dependencies there seems to be little point. That's why I doubt the big labs will put their focus there and why $PATH can enjoy a strong position in their specific niche. But I admit I could be totally wrong. The whole reason for posting all this stuff is that I am trying to figure it out and hear the smartest objections. So thank you for the time to respond. https://x.com/ASchulz888/status/2018584652353806385s=20 https://x.com/ASchulz888/status/2018584652353806385s=20"  
[X Link](https://x.com/ASchulz888/status/2018608196680925468)  2026-02-03T08:51Z [----] followers, [---] engagements


"@AndersReiche Agrred. The good news is that $PATH will likely grow a lot faster than $ADBE and it is trading at a much cheaper valuation than $ADBE today. But the key here is that $PATH will accelerate revenue growth in [----] when most of its peers in SaaS (including $ADBE) will decelerate"  
[X Link](https://x.com/ASchulz888/status/2018610735992144381)  2026-02-03T09:01Z [----] followers, [--] engagements


"@PhathomResearch Thanks for replying. Just to confirm - you agree that the opportunity for $PATH is basically only scaling up with their existing clients Still a big opportunity but there are some who believe $PATH is taking over the world (I don't.)"  
[X Link](https://x.com/ASchulz888/status/2018904961015513469)  2026-02-04T04:30Z [----] followers, [---] engagements


"Today was an epic hedge fund de-grossing day. The kind you only see every few years. This is why many of the cleanest best ideas are down most. When you liquidate you get out of what you own - your best ideas"  
[X Link](https://x.com/anyuser/status/2019256615095107592)  2026-02-05T03:47Z [----] followers, [---] engagements


"Today $DUOL might be the best practice app for many because gamification features keep users engaged and more likely to practice daily. But it does not really do a very good job teaching so you need some kind of primary instruction to complement it if you really want to learn. Also it has tons of bugs and lesson mistakes. And it severely under-utilizes the user data it has. They could do a lot better at focusing study on the user's weak spots. If anyone ever put the energy into fine tuning a best-in-class LLM for language teaching I think it's game over for $DUOL. Right now none of the LLMs"  
[X Link](https://x.com/ASchulz888/status/2019344518068465988)  2026-02-05T09:37Z [----] followers, [---] engagements


"@wealthmatica Unless they pre-filed a 10(b)5 plan I don't think they can buy the stock now during the pre earnings quiet period. If $ZETA does not they probably should file a 10(b)5 after earnings that includes some limit orders at low prices in case another quiet period washout happens"  
[X Link](https://x.com/ASchulz888/status/2019369476408606863)  2026-02-05T11:16Z [----] followers, [---] engagements


"@PhathomResearch Well said. Nice work"  
[X Link](https://x.com/ASchulz888/status/2019437350334656677)  2026-02-05T15:45Z [----] followers, [--] engagements


"$AMZN is just adding insult to injury at this point. How do you make a Super Bowl commercial about killing your own customers (With AI no less.) https://www.youtube.com/watchv=ha92_hfK9Po https://www.youtube.com/watchv=ha92_hfK9Po"  
[X Link](https://x.com/anyuser/status/2019647281537175566)  2026-02-06T05:40Z [----] followers, [----] engagements


"I agree - VK2735 is special. And its value would be maximized if someone with greater scale was involved. I just posted this because I still see posts saying that $VKTX could not have a viable business due to high API costs even though signs of declining peptide API costs are everywhere these days. https://twitter.com/i/web/status/2019802533703958742 https://twitter.com/i/web/status/2019802533703958742"  
[X Link](https://x.com/ASchulz888/status/2019802533703958742)  2026-02-06T15:57Z [----] followers, [---] engagements


"@ResearchPulse1 Plus (unlike NVO) they lack the tech to make semaglutide orally bioavailable. Totally agreed. But even take NVO. Three years ago no one would have believed that putting 25mg of semaglutide into a daily pill would be economical yet here we are"  
[X Link](https://x.com/ASchulz888/status/2019812423176540254)  2026-02-06T16:36Z [----] followers, [--] engagements


"This current washout is the kind of things that happens in markets every [--] or [--] years. There is a big "explosion" somewhere that causes great carnage. Today the epicenter is B2B SaaS. But these things usually do not stay neatly contained. There are always spillover effects"  
[X Link](https://x.com/anyuser/status/2018746496322355523)  2026-02-03T18:00Z [----] followers, [----] engagements


"RT @firstadopter: It is probably the first time in the history of humanity that Walmart trades at [--] times forward P/E while Amazon trades"  
[X Link](https://x.com/anyuser/status/2022100811254562839)  2026-02-13T00:09Z [----] followers, [--] engagements


"It is probably the first time in the history of humanity that Walmart trades at [--] times forward P/E while Amazon trades at [--] times. What is happening Walmart is trading at double the forward P/E of Amazon https://t.co/GJFCvOKvwl Walmart is trading at double the forward P/E of Amazon https://t.co/GJFCvOKvwl"  
[X Link](https://x.com/firstadopter/status/2021984478076486017)  2026-02-12T16:27Z 83.9K followers, 272.4K engagements


"Walmart is trading at double the forward P/E of Amazon"  
[X Link](https://x.com/anyuser/status/2021978808656814394)  2026-02-12T16:04Z 83.9K followers, 484.5K engagements


"Of all the changes that $LUV has made this is the most powerful and positive for customers. Well done Southwest https://x.com/SawyerMerritt/status/2021708687786872845s=20 NEWS: Southwest Airlines has just announced that it will install @Starlink across its entire fleet. The first Starlink-equipped aircraft will enter service this summer and it will be available on more than [---] aircraft by the end of [----]. Starlink Wi-Fi will be free for all https://t.co/KQYdaD2gLl https://x.com/SawyerMerritt/status/2021708687786872845s=20 NEWS: Southwest Airlines has just announced that it will install"  
[X Link](https://x.com/anyuser/status/2021730566283178010)  2026-02-11T23:38Z [----] followers, [---] engagements


"NEWS: Southwest Airlines has just announced that it will install @Starlink across its entire fleet. The first Starlink-equipped aircraft will enter service this summer and it will be available on more than [---] aircraft by the end of [----]. Starlink Wi-Fi will be free for all passengers. Starlink delivers that at-home experience in the air giving Customers the ability to stream their favorite shows from any platform watch live sports download music play games work and connect with loved ones from takeoff to landing said Tony Roach Executive Vice President Chief Customer & Brand Officer at"  
[X Link](https://x.com/anyuser/status/2021708687786872845)  2026-02-11T22:11Z 1M followers, 1.1M engagements


"Bought more $NKTR at open. Shouldve done it yesterday but really dont have dry firepower and already hugely overweight the name. Had to move some stuff around to do so. After sleeping on it the thing for me is that this asset has been insanely undervalued for a long time so what changes that is the question. What it has lacked has been institutional support (and thus funding). Thats going to change with this offering. The disconnect on valuations to peers (which is a term I use somewhat begrudgingly as I think $NKTR is in many ways a superior asset to peers that hold multiples of its"  
[X Link](https://x.com/anyuser/status/2021595553381937402)  2026-02-11T14:41Z 23.7K followers, 48.4K engagements


"The table below is something I built and have been using lately to reaffirm to myself that $NKTRs current valuation is just absolutely asinine. It shows that $NKTR is ahead of everyone on timeline as the next to market in AtD. It is also the only drug with both a unique MoA and no glaring safety concerns. Its efficacy is clearly superior to Nemluvio and clearly (so far) superior to Amlitelimab. It now looks poised to have Q12W dosing as well. Yet its valuation has just been absolutely in the gutterorders of magnitude lower than me-too AtD drugs like $APGEs and even 4x lower than $CRVS which"  
[X Link](https://x.com/anyuser/status/2021228724381720917)  2026-02-10T14:24Z 23.7K followers, 42.6K engagements


"$NKTR We will get a lot more data/info than what is available in the PR but what the PR shows is *very* good. Caveat emptor these response retention rates are higher than Dupixent's.EVEN FOR Q12W DOSING of rezpeg. That's a big surprise to me given how management had seemed to talk down the Q12 vs the Q4. It also looks like there was a lot of response deepening.EASI90s and EASI100s Will be looking at the slide data when we get it and analyzing that but based on what the PR shows.this is a drug"  
[X Link](https://x.com/anyuser/status/2021197517124206851)  2026-02-10T12:20Z 23.7K followers, 36.7K engagements


"Sounds true to me. I have rarely felt busier or more productive than in the last [--] months. https://x.com/rohanpaul_ai/status/2021123110347706500s=20 A super interesting new study from Harvard Business Review. A 8-month field study at a US tech company with about [---] employees found that AI use did not shrink work it intensified it and made employees busier. Task expansion happened because AI filled in gaps in knowledge https://t.co/G5Cik6o16j https://x.com/rohanpaul_ai/status/2021123110347706500s=20 A super interesting new study from Harvard Business Review. A 8-month field study at a US tech"  
[X Link](https://x.com/anyuser/status/2021198096613638472)  2026-02-10T12:22Z [----] followers, [---] engagements


"A super interesting new study from Harvard Business Review. A 8-month field study at a US tech company with about [---] employees found that AI use did not shrink work it intensified it and made employees busier. Task expansion happened because AI filled in gaps in knowledge so people started doing work that used to belong to other roles or would have been outsourced or deferred. That shift created extra coordination and review work for specialists including fixing AI-assisted drafts and coaching colleagues whose work was only partly correct or complete. Boundaries blurred because starting"  
[X Link](https://x.com/anyuser/status/2021123110347706500)  2026-02-10T07:24Z 134.4K followers, 2.4M engagements


"RT @seedy19tron: This $nktr data exceeds expectations. Im not back on my desk yet so full review may have to wait but the at an initial"  
[X Link](https://x.com/anyuser/status/2021197396009681322)  2026-02-10T12:19Z [----] followers, [--] engagements


"This $nktr data exceeds expectations. Im not back on my desk yet so full review may have to wait but the at an initial glance they should definitely be able to raise on this and the valuation should fall in line with its peers $apge $kymr $crvs $NKTR 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively Meaningful improvement in responses observed across key efficacy endpoints at week [--] with both monthly and $NKTR 71% and 83% of patients maintained EASI-75 responses and 85% and 63%"  
[X Link](https://x.com/anyuser/status/2021194759457653153)  2026-02-10T12:09Z 14.2K followers, 45.4K engagements


"$NKTR 71% and 83% of patients maintained EASI-75 responses and 85% and 63% maintained vIGA-AD 0/1 responses with [--] g/kgmonthly and quarterly dosing respectively Meaningful improvement in responses observed across key efficacy endpoints at week [--] with both monthly and quarterly dosing including an up to 5-fold increase in EASI-100 response rates Favorable safety profile consistent with previously reported results for rezpegaldesleukin $NKTR New REZOLVE-AD Maintenance Data in Atopic Dermatitis Demonstrate Rezpegaldesleukin Resulted in Durable and New Responses Across Key Disease Measurements"  
[X Link](https://x.com/anyuser/status/2021193109745398222)  2026-02-10T12:02Z 42.5K followers, 51.5K engagements


"After much deliberation I decided to exit my $PATH position with a small profit. I still believe the company will beat expectations near term but there are many hard questions long-term. I simply have greater conviction in $LMND $AMZN and $ZETA. https://x.com/ASchulz888/status/2018584652353806385s=20 I have mixed feelings on this thread. I like $PATH here and it could easily outperform $LMND this year. But $LMND could 100x their business in my lifetime. No other portfolio company of mine has a shot at that. So why trade instead of all in $LMND https://t.co/bowA4javnQ"  
[X Link](https://x.com/anyuser/status/2020890442792059047)  2026-02-09T16:00Z [----] followers, [----] engagements


"I have mixed feelings on this thread. I like $PATH here and it could easily outperform $LMND this year. But $LMND could 100x their business in my lifetime. No other portfolio company of mine has a shot at that. So why trade instead of all in $LMND https://x.com/ASchulz888/status/2018371785310523880s=20 https://x.com/ASchulz888/status/2018371785310523880s=20"  
[X Link](https://x.com/anyuser/status/2018584652353806385)  2026-02-03T07:17Z [----] followers, [----] engagements


"That's one hell of a customer testimonial. Great job $ZETA. https://x.com/dsteinberg10000/status/2019456647886688574s=20 Hearing directly from customers about the impact theyre driving with @ZetaGlobal and our AI never gets old. This story from @TKOGrp (UFC and WWE) says it best especially this line: Zeta is the undisputed champion. Proud of what our teams are building. We are the disruptor https://t.co/jSjuH6Dr4P https://x.com/dsteinberg10000/status/2019456647886688574s=20 Hearing directly from customers about the impact theyre driving with @ZetaGlobal and our AI never gets old. This story"  
[X Link](https://x.com/anyuser/status/2019725372527644782)  2026-02-06T10:50Z [----] followers, [---] engagements


"Hearing directly from customers about the impact theyre driving with @ZetaGlobal and our AI never gets old. This story from @TKOGrp (UFC and WWE) says it best especially this line: Zeta is the undisputed champion. Proud of what our teams are building. We are the disruptor not the disruptee in the AI era. 🚀🚀🚀 https://twitter.com/i/web/status/2019456647886688574 https://twitter.com/i/web/status/2019456647886688574"  
[X Link](https://x.com/anyuser/status/2019456647886688574)  2026-02-05T17:02Z [----] followers, 10.3K engagements


"For those who believe that $VKTX will fail due to high CoGS. https://x.com/OpenAI/status/2019488071134347605s=20 We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW https://x.com/OpenAI/status/2019488071134347605s=20 We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop"  
[X Link](https://x.com/anyuser/status/2019692411640049694)  2026-02-06T08:39Z [----] followers, [----] engagements


"We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%"  
[X Link](https://x.com/anyuser/status/2019488071134347605)  2026-02-05T19:07Z 4.6M followers, 3M engagements


"$AMZN is just adding insult to injury at this point. How do you make a Super Bowl commercial about killing your own customers (With AI no less.) https://www.youtube.com/watchv=ha92_hfK9Po https://www.youtube.com/watchv=ha92_hfK9Po"  
[X Link](https://x.com/anyuser/status/2019647281537175566)  2026-02-06T05:40Z [----] followers, [----] engagements


"https://x.com/ASchulz888/status/2019256615095107592s=20 Today was an epic hedge fund de-grossing day. The kind you only see every few years. This is why many of the cleanest best ideas are down most. When you liquidate you get out of what you own - your best ideas. https://x.com/ASchulz888/status/2019256615095107592s=20 Today was an epic hedge fund de-grossing day. The kind you only see every few years. This is why many of the cleanest best ideas are down most. When you liquidate you get out of what you own - your best ideas"  
[X Link](https://x.com/anyuser/status/2019256750667604033)  2026-02-05T03:48Z [----] followers, [---] engagements


"Today was an epic hedge fund de-grossing day. The kind you only see every few years. This is why many of the cleanest best ideas are down most. When you liquidate you get out of what you own - your best ideas"  
[X Link](https://x.com/anyuser/status/2019256615095107592)  2026-02-05T03:47Z [----] followers, [---] engagements


"https://x.com/ASchulz888/status/2019083808394420527s=20 First the prime targets of AI sell of (SaaS). Then yesterday stuff vaguely in the same neighborhood sells off (e.g. $BKNG $EXPE). And now AI beneficiaries sell off (e.g. $LMND $PLTR). The dominos are falling. It's like clockwork. https://x.com/ASchulz888/status/2019083808394420527s=20 First the prime targets of AI sell of (SaaS). Then yesterday stuff vaguely in the same neighborhood sells off (e.g. $BKNG $EXPE). And now AI beneficiaries sell off (e.g. $LMND $PLTR). The dominos are falling. It's like clockwork"  
[X Link](https://x.com/anyuser/status/2019083879097786680)  2026-02-04T16:21Z [----] followers, [---] engagements


"First the prime targets of AI sell of (SaaS). Then yesterday stuff vaguely in the same neighborhood sells off (e.g. $BKNG $EXPE). And now AI beneficiaries sell off (e.g. $LMND $PLTR). The dominos are falling. It's like clockwork"  
[X Link](https://x.com/anyuser/status/2019083808394420527)  2026-02-04T16:21Z [----] followers, [---] engagements


"Slightly depressing but probably pretty accurate. https://x.com/TMTLongShort/status/2019077854080680397s=20 Reflexivity is a beautiful thing. SaaS CFOs realize investors now care about FCF less SBC as a metric and start pulling back on stock comp. RSUs are underwater. AI-first startups are hiring talented engineers and still accruing VC dollars. Talented engineers at SaaS https://x.com/TMTLongShort/status/2019077854080680397s=20 Reflexivity is a beautiful thing. SaaS CFOs realize investors now care about FCF less SBC as a metric and start pulling back on stock comp. RSUs are underwater."  
[X Link](https://x.com/anyuser/status/2019082771336229287)  2026-02-04T16:17Z [----] followers, [---] engagements


"Reflexivity is a beautiful thing. SaaS CFOs realize investors now care about FCF less SBC as a metric and start pulling back on stock comp. RSUs are underwater. AI-first startups are hiring talented engineers and still accruing VC dollars. Talented engineers at SaaS cos feel underpaid and are more likely to be maxi-pilled given proximity to Claude and so quickly jump ship. Shitty employees feel underpaid but desperately cling to existing employer because they realize nobody values their (lack of) skills. Incumbent SaaS cos become shells of their former self. Narrative that SaaS is dying"  
[X Link](https://x.com/anyuser/status/2019077854080680397)  2026-02-04T15:57Z 41.7K followers, 27.1K engagements


"The amazing revenue divergence between $LLY and $NVO continues. The reason - a single super molecule in obesity: dual GLP-1 / GIP agonist tirzepatide. But who has a (likely) superior dual GLP-1 / GIP agonist in ph3 $VKTX $NVO - you got lucky that $PFE outbid you on $MTSR whose latest data yesterday was less than inspiring. Maybe it's time to use that war chest and take a look at $VKTX Just saying. https://twitter.com/i/web/status/2019033554924232704 https://twitter.com/i/web/status/2019033554924232704"  
[X Link](https://x.com/anyuser/status/2019033554924232704)  2026-02-04T13:01Z [----] followers, [----] engagements


"I don't think I can say this one any better. https://x.com/modestproposal1/status/2018792278643650701s=20 March [--] [----] was the trading day after Tom Hanks said he had covid and the NBA shut down Expedia fell 15.2% and BKNG fell 11.2%. February [--] [----] which was the day Claude Code legal connector was announced Expedia fell 15.3% and BKNG fell 9.4%. https://x.com/modestproposal1/status/2018792278643650701s=20 March [--] [----] was the trading day after Tom Hanks said he had covid and the NBA shut down Expedia fell 15.2% and BKNG fell 11.2%. February [--] [----] which was the day Claude Code legal"  
[X Link](https://x.com/anyuser/status/2018968687651467580)  2026-02-04T08:43Z [----] followers, [---] engagements


"March [--] [----] was the trading day after Tom Hanks said he had covid and the NBA shut down Expedia fell 15.2% and BKNG fell 11.2%. February [--] [----] which was the day Claude Code legal connector was announced Expedia fell 15.3% and BKNG fell 9.4%"  
[X Link](https://x.com/anyuser/status/2018792278643650701)  2026-02-03T21:02Z 121.4K followers, 304.7K engagements


"$PFE's MET-097i ph2b results with 12.3% PBO adjusted weight loss after [--] weeks do not sound impressive. They did not report detailed AEs but concerningly a few patients had severe nausea and vomiting. Dare I say they should have gone after $VKTX instead of $MTSR"  
[X Link](https://x.com/anyuser/status/2018680827832414241)  2026-02-03T13:39Z [----] followers, [----] engagements

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