# ![@AkinatorAssets Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1938937654911082500.png) @AkinatorAssets Akinator Assets

Akinator Assets posts on X about $oscr, $googl, ai, $meta the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1938937654911082500/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938937654911082500/c:line/m:interactions.svg)

- [--] Week [------] +1,063%
- [--] Month [-------] +237%
- [--] Months [-------] -4.80%

### Mentions: [--] [#](/creator/twitter::1938937654911082500/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938937654911082500/c:line/m:posts_active.svg)

- [--] Week [--] +4%
- [--] Month [---] +197%
- [--] Months [---] +0.90%

### Followers: [-----] [#](/creator/twitter::1938937654911082500/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938937654911082500/c:line/m:followers.svg)

- [--] Week [-----] +2.30%
- [--] Month [-----] +3.70%
- [--] Months [-----] +86%

### CreatorRank: [-------] [#](/creator/twitter::1938937654911082500/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938937654911082500/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  80.77% [technology brands](/list/technology-brands)  38.46% [finance](/list/finance)  30.77% [cryptocurrencies](/list/cryptocurrencies)  9.62% [social networks](/list/social-networks)  1.92% [celebrities](/list/celebrities)  0.96%

**Social topic influence**
[$oscr](/topic/$oscr) #39, [$googl](/topic/$googl) #3725, [ai](/topic/ai) 15.38%, [$meta](/topic/$meta) #125, [meta](/topic/meta) 14.42%, [$amzn](/topic/$amzn) #274, [$iren](/topic/$iren) 14.42%, [growth](/topic/growth) #2243, [$nvda](/topic/$nvda) #1524, [oscr](/topic/oscr) 10.58%

**Top accounts mentioned or mentioned by**
[@thelonginvest](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@ashton1nvests](/creator/undefined) [@thetechinvest](/creator/undefined) [@mrderivatives](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@meeijer](/creator/undefined) [@fransbakker9812](/creator/undefined) [@stockmktnewz](/creator/undefined) [@rihardjarc](/creator/undefined) [@fibonaccita](/creator/undefined) [@holysmokas](/creator/undefined) [@alc2022](/creator/undefined) [@theaiinvestor](/creator/undefined) [@1000xstocks](/creator/undefined) [@deitaone](/creator/undefined) [@fiscalai](/creator/undefined) [@theronnievshow](/creator/undefined) [@amitisinvesting](/creator/undefined) [@mikealfred](/creator/undefined)

**Top assets mentioned**
[Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MercadoLibre Inc (MELI)](/topic/$meli) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [HealthSci.AI (HSAI)](/topic/$hsai) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/$msft) [DLocal Limited (DLO)](/topic/$dlo) [RAI Finance (SOFI)](/topic/$sofi) [Intel Corporation (INTC)](/topic/$intc) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [NuCypher (NU)](/topic/$nu) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Micron Technology, Inc. (MU)](/topic/$mu) [Alignment Healthcare, Inc. (ALHC)](/topic/$alhc) [Boeing Co (BA)](/topic/$ba) [Enphase Energy Inc (ENPH)](/topic/$enph) [Netflix Inc (NFLX)](/topic/$nflx) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Adobe, Inc. (ADBE)](/topic/$adbe) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Bitcoin (BTC)](/topic/bitcoin) [UnitedHealth Group (UNH)](/topic/$unh) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Salesforce Inc (CRM)](/topic/$crm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Everybody is talking about storage and $MU now when we flagged $MU back in September at a price of $162 Follow the fundamentals [----] Watchlist Market Cap Projections (based on fundamentals todays valuation and a fair value calculation) Top [--] Signaling Undervaluation: $OSCR $ASML $TSM $DLO $JD $META $MU $ARGX $ALHC $ENPH Side note: $BA (could Trump take a stake like $INTC) Rules for calculation: 1) https://t.co/waRd4t2EDb [----] Watchlist Market Cap Projections (based on fundamentals todays valuation and a fair value calculation) Top [--] Signaling Undervaluation: $OSCR $ASML $TSM $DLO $JD $META"  
[X Link](https://x.com/AkinatorAssets/status/2022343514567352761)  2026-02-13T16:14Z [----] followers, [---] engagements


"@The_AI_Investor I dont doubt it. The inference providers and investors in anthropic and OpenAI $AMZN $GOOGL $MSFT $NVDA"  
[X Link](https://x.com/AkinatorAssets/status/2022399646501605806)  2026-02-13T19:57Z [----] followers, [---] engagements


"@StockSavvyShay @PolymarketMoney Its nearsighted same for $GOOGL"  
[X Link](https://x.com/AkinatorAssets/status/2022341263165665347)  2026-02-13T16:05Z [----] followers, [---] engagements


"@StockMKTNewz $TSM"  
[X Link](https://x.com/AkinatorAssets/status/2022128961862746154)  2026-02-13T02:01Z [----] followers, [---] engagements


"@moninvestor Well written in a world where ai leaves whats to be valued in the future unknown aligning with the underlying infrastructure supporting it is the best long term approach $AMZN $GOOGL $MSFT $IREN $CIFR $NVDA"  
[X Link](https://x.com/AkinatorAssets/status/2022161163879084271)  2026-02-13T04:09Z [----] followers, [---] engagements


"@1000xStocks Yes. They are laying the foundation that will support the ai demand that is growing. This capex fuels highly profitable businesses for $AMZN and $GOOG and access to data centers puts $METAs future in its own hands"  
[X Link](https://x.com/AkinatorAssets/status/2022162167022379389)  2026-02-13T04:13Z [----] followers, [---] engagements


"@samsolid57 $MELI is one of my favorites at this valuation"  
[X Link](https://x.com/AkinatorAssets/status/2022301352924189044)  2026-02-13T13:26Z [----] followers, [--] engagements


"🔔 adding to $META and $MELI here"  
[X Link](https://x.com/AkinatorAssets/status/2022320582839128254)  2026-02-13T14:42Z [----] followers, [---] engagements


"@DeItaone Well join the club my $HSAI is in"  
[X Link](https://x.com/AkinatorAssets/status/2022324162895741437)  2026-02-13T14:57Z [----] followers, [---] engagements


"TL;DR: Long AI Inference and Hyperscalers 🚀 $AMZN $GOOGL $MSFT $META (1.5 minutes) In a world where AI is becoming more prevalent its difficult for investors to know what will and wont get impacted. You see this in everyday life where parents are unsure what career paths to guide their children towards. You see this in the stock market with the uncertainty around SaaS names like $CRM $ADBE $NOW Whats funny is that Wall Street is now discounting the hyperscalers for the CapEx to support AI which is the bear case associated with SaaS Wall Street is spooked. Theyre unsure about AI CapEx returns"  
[X Link](https://x.com/AkinatorAssets/status/2022643083989418079)  2026-02-14T12:04Z [----] followers, [---] engagements


"@Mr_Derivatives I like how you mix your forward PEs with charts TA has its place especially when timing up entries"  
[X Link](https://x.com/AkinatorAssets/status/2022696047475331387)  2026-02-14T15:34Z [----] followers, [---] engagements


"@StockSavvyShay @fiscal_ai The factory that powers the 21st century"  
[X Link](https://x.com/AkinatorAssets/status/2022704789839061339)  2026-02-14T16:09Z [----] followers, [---] engagements


"@Mr_Derivatives I have an entry position in but really looking to load the boat around $350 - unlikely to come but I will remain patient Nibbling a little"  
[X Link](https://x.com/AkinatorAssets/status/2022718421012451523)  2026-02-14T17:03Z [----] followers, [---] engagements


"@StockSavvyShay $HSAI will be the sensor that powers this revolution Maybe $OUST too"  
[X Link](https://x.com/AkinatorAssets/status/2014029100843762109)  2026-01-21T17:35Z [----] followers, [----] engagements


"@StockMKTNewz $HSAI"  
[X Link](https://x.com/AkinatorAssets/status/2014745090808295545)  2026-01-23T17:00Z [----] followers, [---] engagements


"$MELI might be starting to have some fun if it can regain the [--] and [---] day moving averages I believe [----] will be great to the best companies in emerging markets with strong fundamentals growth and fair valuations like $MELI $DLO $NU Why $MELI (2x potential over the next [--] years) 1) $AMZN of LATAM 2) still growing rapidly ➡ 36.9% growth in revenue (YoY) 3) expanding into many different businesses producing multiple revenue streams 4) keeping $AMZN at bay in LATAM 5) low valuation relative to its https://t.co/r4PXHYSeTN Why $MELI (2x potential over the next [--] years) 1) $AMZN of LATAM 2)"  
[X Link](https://x.com/AkinatorAssets/status/2015837553941758278)  2026-01-26T17:21Z [----] followers, [----] engagements


"Positions I want to double my stake in: 1) $MELI 2) $META 3) $HSAI"  
[X Link](https://x.com/AkinatorAssets/status/2016343247350579339)  2026-01-28T02:51Z [----] followers, [---] engagements


"@TheLongInvest Glad I got out in late [----] - there are better options in the payments space like $DLO and stripe"  
[X Link](https://x.com/AkinatorAssets/status/2017214206852952206)  2026-01-30T12:31Z [----] followers, [----] engagements


"@danielnewmanUV Added just a nibble of $TMDX $NFLX $HSAI"  
[X Link](https://x.com/AkinatorAssets/status/2017342935340101661)  2026-01-30T21:03Z [----] followers, [---] engagements


"Akinator Calculator 5Y Rate of Returns & Immediate thoughts after running the Akinator calculator: [--]. $UBER is attractive w/ a PE of [--] and 18% revenue growth [--]. $GOOGL s valuation is not too expensive. Im definitely holding and buying a dip at $300 [--]. I continue to like $MELI and $META (may buy these two all year long at this valuation) [--]. holding $HIMS with a sell target of $40-$60 [--]. Might move my $TMDX and $DLO positions to $META or $GOOGL or $UBER [--]. Holding $OSCR [--]. $NU remains intriguing @TheRonnieVShow @Ashton_1nvests @RihardJarc @danielnewmanUV @TheLongInvest"  
[X Link](https://x.com/AkinatorAssets/status/2020247387340493167)  2026-02-07T21:24Z [----] followers, [----] engagements


"Im seeing sentiment on x from HIMS bulls saying this is free advertising which I think way overstates the reach this has. I dont think 99% of the population even has a clue about any of this. This is not equivalent to a Super Bowl ad and really isnt even advertising imo. Non stock market folks read a headline saying FDA targets Hims and it hurts credibility. When was the last time you clicked on an article to read the explanation from a company that was getting sued that you had [--] investment interest in https://twitter.com/i/web/status/2020250083955020136"  
[X Link](https://x.com/AkinatorAssets/status/2020250083955020136)  2026-02-07T21:35Z [----] followers, [---] engagements


"How $OSCR leaps are looking at me before earnings this week"  
[X Link](https://x.com/AkinatorAssets/status/2020477894342959332)  2026-02-08T12:40Z [----] followers, [----] engagements


"@DeItaone Hot take: people will say Lindsey Vonn was courageous for competing after tearing her acl a week ago when in reality it was selfish and a pr stunt. Took the spot of another Olympian that was fit to compete"  
[X Link](https://x.com/AkinatorAssets/status/2020545684567429221)  2026-02-08T17:10Z [----] followers, 10.9K engagements


"@TheLongInvest $META $GOOGL $NVDA $MELI $TSM $HSAI $TMDX $SOFI $UBER $IREN $CIFR $AMZN $NFLX"  
[X Link](https://x.com/AkinatorAssets/status/2020956994442817949)  2026-02-09T20:24Z [----] followers, [---] engagements


"$OSCR Earnings Report Initial Thoughts: How could you not remain bullish [--]. Reported 27% revenue growth [--]. Guiding for 60% revenue growth [--]. Guiding for a MLR of [----] from [----] [--]. Guiding to profitability [--]. Lowering SG&A expense as an overall percentage of revenue [--]. [----] Q4 MLR was a bit higher than expected [--]. Guiding towards 1.3%-2.4% profit margins [--]. I will be buying dips and leaps on market open if $OSCR remains red @TheRonnieVShow @TheLongInvest @TheTechInvest https://twitter.com/i/web/status/2021182786556617033 https://twitter.com/i/web/status/2021182786556617033"  
[X Link](https://x.com/AkinatorAssets/status/2021182786556617033)  2026-02-10T11:21Z [----] followers, [----] engagements


"@StockSavvyShay Oh my lets have some fun $TSM"  
[X Link](https://x.com/AkinatorAssets/status/2021184065114616203)  2026-02-10T11:26Z [----] followers, [---] engagements


"@danielnewmanUV The factory of the 21st century $TSM"  
[X Link](https://x.com/AkinatorAssets/status/2021184157620093245)  2026-02-10T11:27Z [----] followers, [--] engagements


"@StockSavvyShay [--]. Reported 27% revenue growth [--]. Guiding for 60% revenue growth [--]. Guiding for a MLR of [----] from [----] [--]. Guiding to profitability [--]. Lowering SG&A expense as an overall percentage of revenue [--]. Guiding towards 1.3%-2.4% profit margins"  
[X Link](https://x.com/AkinatorAssets/status/2021187537021137183)  2026-02-10T11:40Z [----] followers, [---] engagements


"@Ashton_1nvests We shall be fine - [--]. Reported 27% revenue growth [--]. Guiding for 60% revenue growth [--]. Guiding for a MLR of [----] from [----] [--]. Guiding to profitability [--]. Lowering SG&A expense as an overall percentage of revenue [--]. Guiding towards 1.3%-2.4% profit margins"  
[X Link](https://x.com/AkinatorAssets/status/2021189623783801203)  2026-02-10T11:48Z [----] followers, [---] engagements


"Scary at first but then you dive deeper and theres no reason not to remain bullish: [--]. Reported 27% revenue growth [--]. Guiding for 60% revenue growth [--]. Guiding for a MLR of [----] from [----] [--]. Guiding to profitability [--]. Lowering SG&A expense as an overall percentage of revenue [--]. Guiding towards 1.3%-2.4% profit margins https://twitter.com/i/web/status/2021189853329633661 https://twitter.com/i/web/status/2021189853329633661"  
[X Link](https://x.com/AkinatorAssets/status/2021189853329633661)  2026-02-10T11:49Z [----] followers, [---] engagements


"@SpecialSitsNews Is $ADBE cooked"  
[X Link](https://x.com/AkinatorAssets/status/2021727364737380795)  2026-02-11T23:25Z [----] followers, [---] engagements


"@Ashton_1nvests $ADBE might be cooked check out seedance 2"  
[X Link](https://x.com/AkinatorAssets/status/2021727581821603997)  2026-02-11T23:26Z [----] followers, [---] engagements


"@Ashton_1nvests $MELI should be on here my friend"  
[X Link](https://x.com/AkinatorAssets/status/2021728824321323267)  2026-02-11T23:31Z [----] followers, [--] engagements


"@The_AI_Investor I would love to get in at this valuation"  
[X Link](https://x.com/AkinatorAssets/status/2022070957557657935)  2026-02-12T22:10Z [----] followers, [--] engagements


"@TheLongInvest Although not SaaS my favorite of this category is $UBER"  
[X Link](https://x.com/AkinatorAssets/status/2022275666972979637)  2026-02-13T11:44Z [----] followers, [---] engagements


"@Mr_Derivatives $AMZN stock will go sideways for the next couple of quarters as Wall Street comes around to the capex spending that unlocks a great service addressable market"  
[X Link](https://x.com/AkinatorAssets/status/2022316233874452653)  2026-02-13T14:25Z [----] followers, [---] engagements


"@Mr_Derivatives When the $VIX spikes over [--] nibble on a little something"  
[X Link](https://x.com/AkinatorAssets/status/2022342727502016856)  2026-02-13T16:10Z [----] followers, [---] engagements


"@Mr_Derivatives Added more $META today"  
[X Link](https://x.com/AkinatorAssets/status/2022418605426774516)  2026-02-13T21:12Z [----] followers, [---] engagements


"Chart gurus have led their followers to the slaughterhouse. This is why we always focus on fundamentals first and helping investors block out the noise. Pay attention to the fundamentals of a company Akinator Calculator 5Y Rate of Returns & Immediate thoughts after running the Akinator calculator: [--]. $UBER is attractive w/ a PE of [--] and 18% revenue growth [--]. $GOOGL s valuation is not too expensive. Im definitely holding and buying a dip at $300 [--]. I continue to https://t.co/6doPGhfrx2 Akinator Calculator 5Y Rate of Returns & Immediate thoughts after running the Akinator calculator: [--]. $UBER"  
[X Link](https://x.com/AkinatorAssets/status/2020851396958912776)  2026-02-09T13:24Z [----] followers, [----] engagements


"$HOOD should add an alert capability for the VIX Would love to get a notification every time it spikes above [--] or theres a 10%+ increase @vladtenev @RobinhoodApp @amitisinvesting"  
[X Link](https://x.com/AkinatorAssets/status/2020883029267190101)  2026-02-09T15:30Z [----] followers, [---] engagements


"🙏🏽🙏🏽🙏🏽🙏🏽🙏🏽🙏🏽"  
[X Link](https://x.com/AkinatorAssets/status/2021173126894154032)  2026-02-10T10:43Z [----] followers, [---] engagements


"Actually a bit better 😉 $OSCR Earnings Report Initial Thoughts: How could you not remain bullish [--]. Reported 27% revenue growth [--]. Guiding for 60% revenue growth [--]. Guiding for a MLR of [----] from [----] [--]. Guiding to profitability [--]. Lowering SG&A expense as an overall percentage of revenue [--]. [----] Q4 MLR was a bit higher than expected [--]. Guiding towards 1.3%-2.4% profit margins [--]. I will be buying dips and leaps on market open if $OSCR remains red https://twitter.com/i/web/status/2021183541510283611 https://twitter.com/i/web/status/2021183541510283611"  
[X Link](https://x.com/AkinatorAssets/status/2021183541510283611)  2026-02-10T11:24Z [----] followers, 27.1K engagements


"@StockSavvyShay Best in class company that is going to change the world $AMZN $GOOGL"  
[X Link](https://x.com/AkinatorAssets/status/2022036531314405597)  2026-02-12T19:54Z [----] followers, [---] engagements


"@mikealfred My favorite stock that is being eaten by AI is $UBER"  
[X Link](https://x.com/AkinatorAssets/status/2022088865289580557)  2026-02-12T23:22Z [----] followers, [---] engagements


"RT @wealthmatica: Holy smokes BULLISH $AMZN. Even with all of this investment my best estimate is that we will be capacity constraine"  
[X Link](https://x.com/AkinatorAssets/status/2022431081119813931)  2026-02-13T22:01Z [----] followers, [--] engagements


"You can likely beat $SPY over the next [--] years by holding an even split across: $AMZN $GOOGL $META $NVDA $MELI You really could keep it that simple"  
[X Link](https://x.com/AkinatorAssets/status/2022139546742534329)  2026-02-13T02:43Z [----] followers, [----] engagements


"@Mr_Derivatives Not a bad thing if youre long"  
[X Link](https://x.com/AkinatorAssets/status/2022360958555807973)  2026-02-13T17:23Z [----] followers, [---] engagements


"2030 Watchlist Market Cap Projections (based on fundamentals todays valuation and a fair value calculation) Top [--] Signaling Undervaluation: $OSCR $ASML $TSM $DLO $JD $META $MU $ARGX $ALHC $ENPH Side note: $BA (could Trump take a stake like $INTC) Rules for calculation: 1) using todays revenue growth profit margins and P/E ratio for projections 2) if revenue growth 25% ➡ CAGR capped @ 25% 3) if revenue growth 0% ➡ CAGR raised to 5% 4) if P/E [--] ➡ P/E capped @ [--] 5) if P/E [--] ➡ P/E set to [--] 6) if profit margin 0% ➡ profit margin set to 5% 7) price target projection does not account for share"  
[X Link](https://x.com/AkinatorAssets/status/1969753631667749261)  2025-09-21T13:20Z [----] followers, 21.5K engagements


"$ABCL Stock Analysis Update 📊 INVESTMENT TAKEAWAY AbCellera Biologics presents a speculative growth opportunity within the biotechnology sector with significant upside potential balanced against notable financial and operational risks. The strong analyst consensus and positive revenue growth trajectory support a cautiously optimistic outlook while the negative earnings profile and high debt levels warrant careful position sizing and risk management. For investors with appropriate risk tolerance and a medium to long-term investment horizon (2-3+ years) ABCL could represent an attractive"  
[X Link](https://x.com/AkinatorAssets/status/2016182363219276148)  2026-01-27T16:11Z [----] followers, [----] engagements


"@StockMKTNewz @fiscal_ai $ABNB is intriguing at these prices"  
[X Link](https://x.com/AkinatorAssets/status/2022364970244083883)  2026-02-13T17:39Z [----] followers, [---] engagements


"@QualCompounders @jiwanpark1014 If [----] allows me to Ill buy these companies all year"  
[X Link](https://x.com/AkinatorAssets/status/2022157111980122271)  2026-02-13T03:53Z [----] followers, [---] engagements


"Friday Fundamentals: [----] Watchlist Market Cap Projections (based on fundamentals todays valuation and a fair value calculation) Top Names Signaling Undervaluation: $NVDA $META $UBER $MELI $NU $ABNB Bonus: $SOFI (not shown but added for @Ashton_1nvests) Rules for calculation: 1) using 3Y cagr for revenue growth todays profit margins and todays P/E ratio for projections 2) scaling revenue growth down to be conservative with a cap at 50% 3) if revenue growth 0% ➡ CAGR raised to 5% 4) scaling P/E down with a cap @ [--] 5) if P/E [--] ➡ P/E set to [--] 6) if profit margin 0% ➡ profit margin set to 5% 7)"  
[X Link](https://x.com/AkinatorAssets/status/2022274799561531546)  2026-02-13T11:40Z [----] followers, [---] engagements


"$UBER is my version of the SaaS trade: PE = [--] TTM Revenue Growth = 18% Increasing FCF"  
[X Link](https://x.com/AkinatorAssets/status/2022335080107212877)  2026-02-13T15:40Z [----] followers, [---] engagements


"@1000xStocks Its not Jassys fault that $AMZN was overvalued when he took over"  
[X Link](https://x.com/AkinatorAssets/status/2022418180082405622)  2026-02-13T21:10Z [----] followers, [---] engagements


"@Ashton_1nvests I may swap $META and $AMZN purely on current valuation but this is the right order 🤝"  
[X Link](https://x.com/AkinatorAssets/status/2022765713484546486)  2026-02-14T20:11Z [----] followers, [---] engagements


"@TheLongInvest The street was looking for data center sales to be 20% YoY but $AMD fell short at 14% We dont mind sales on companies that help create and drive the future"  
[X Link](https://x.com/anyuser/status/1952828975119487004)  2025-08-05T20:28Z [----] followers, [----] engagements


"🐂 Key bullish takeaways from this mornings $OSCR report: 1) Revenue grew 29% YoY to $2.86B driven by strong membership growth. 2) Individual & Small Group membership grew to 2M up 33% YoY. 4) SG&A expense ratio improved to 18.7% reflecting better cost discipline. 5) Full-year [----] guidance reaffirmed signaling management confidence. 6) Oscar expects profitability in [----] despite current short-term losses. When investing in growth stocks which $OSCR is you have to be willing to ignore the short term price action and see the bigger picture for where the company will be 3-5 years down the line"  
[X Link](https://x.com/AkinatorAssets/status/1953073483417591881)  2025-08-06T12:39Z [----] followers, [----] engagements


"Key bullish takeaways from this mornings $OSCR report: 1) Revenue grew 29% YoY to $2.86B driven by strong membership growth. 2) Individual & Small Group membership grew to 2M up 33% YoY. 4) SG&A expense ratio improved to 18.7% reflecting better cost discipline. 5) Full-year [----] guidance reaffirmed signaling management confidence. 6) $OSCR expects profitability in [----] despite current short-term losses"  
[X Link](https://x.com/anyuser/status/1953084298879193560)  2025-08-06T13:22Z [----] followers, [----] engagements


"@dividendology Really nice list We would add the following as buy and hold forever positions but not necessarily dividend stocks: $GOOGL $AMZN $NVDA $GEV $META"  
[X Link](https://x.com/anyuser/status/1953183771856937470)  2025-08-06T19:57Z [----] followers, [----] engagements


"@TheLongInvest Really appreciate you helping lead the way here cap 🫡 1Y +78% Life changing year and cant wait to compound these gains No options no leverage Lots of patience"  
[X Link](https://x.com/anyuser/status/1953184647405551837)  2025-08-06T20:01Z [----] followers, 31.5K engagements


"@StockSavvyShay When will $INTC holders catch a break $TSM is years ahead when it comes to chip fabrication There are so many other areas where you could put your money to participate in AI opposed to $INTC"  
[X Link](https://x.com/anyuser/status/1953423556269707683)  2025-08-07T11:50Z [----] followers, [----] engagements


"@TheTechInvest $OSCR is going to be up a whole lot in a few years 🧘"  
[X Link](https://x.com/anyuser/status/1953829002956702016)  2025-08-08T14:41Z [----] followers, [----] engagements


"@meeijer $OSCR - Future expectations suggest a multibagger $HIMS - if [----] guide is executed ➡ market cap $40B $GOOGL - easy 2-3x over the next [--] years fueled by Gemini $NBIS - the journey may be bumpy but the Neo cloud industry is just beginning"  
[X Link](https://x.com/AkinatorAssets/status/1954010356168208577)  2025-08-09T02:42Z [----] followers, [----] engagements


"Why are we building a position in $IREN TL;DR Jeff bezos calls out "Given a 10% chance of a [---] times payoff you should take that bet every time" and this is how we feel about $IREN. With a market cap $5B $1B in annualized revenue assets $2B and good leadership in energy/infrastructure we think $IREN has the potential to be a multibagger over the coming years as it carves out a place in the neo cloud/ai infrastructure market 🤖⛅ $IREN demonstrates a dual-strategy approach leveraging its efficient Bitcoin mining operations while strategically pivoting toward AI data centers setting itself up"  
[X Link](https://x.com/anyuser/status/1954167287612621073)  2025-08-09T13:06Z [----] followers, 36K engagements


"Reflecting on a Sunday morning ☀ as someone that builds agentic ai workflows both at work and for stock analysis I can't overstate how exciting it is that $OSCR is leading with innovative technology (LLMs) to the extent it's being called out by @OpenAl in the GPT5 release This is the premier release for one of the undeniable top [--] leaders in ai technology (@OpenAl @GeminiApp @AnthropicAl in partnership w/ $MSFT $GOOGL $AMZN) Last year I remember listening to $OSCR on an earnings call talk about how they're implementing LLMs to help optimize claims processing and thinking "this is why l'm"  
[X Link](https://x.com/AkinatorAssets/status/1954532559301288012)  2025-08-10T13:17Z [----] followers, [----] engagements


"$NVDA s position in the AI infrastructure market represents a rare confluence of technological leadership market timing and execution excellence The company's Q2 [----] results demonstrate that despite years of extraordinary growth NVIDIA continues to expand at rates typically associated with much smaller companies This growth is driven by fundamental technological advantages in parallel computing architecture that competitors have struggled to match combined with a comprehensive software ecosystem that creates significant switching costs for customers"  
[X Link](https://x.com/anyuser/status/1954533504919675113)  2025-08-10T13:21Z [----] followers, [----] engagements


"@TheLongInvest This is a key indicator for helping us build conviction or our story. Here are some of our favorite founder-led companies: $HIMS $PLTR $IREN $META $NVDA $HOOD $NU"  
[X Link](https://x.com/anyuser/status/1954556124134301737)  2025-08-10T14:51Z [----] followers, [----] engagements


"@TheLongInvest We really dont like to pump stocks at all but $OSCR is a 3-10x multibagger if management continues to execute on their guidance Sit back and relax 😎"  
[X Link](https://x.com/anyuser/status/1954949196575916271)  2025-08-11T16:53Z [----] followers, [----] engagements


"$ACHR is intriguing from an investment perspective representing a compelling yet speculative opportunity in the eVTOL industry $ACHR's execution to date has been impressive particularly in securing strategic partnerships with established aerospace and automotive players The completion of their manufacturing facility and the White House Executive Order demonstrate both operational progress and political tailwinds We have a small position in $ACHR for the upside"  
[X Link](https://x.com/anyuser/status/1955000935169892780)  2025-08-11T20:18Z [----] followers, [----] engagements


"@TheTechInvest Whales are accumulating 🐳 $OSCR is an opportunity even the best investors are taking a look at it Growth + improving fundamentals + elite leadership + low sector sentiment = upside potential"  
[X Link](https://x.com/anyuser/status/1957049109199864159)  2025-08-17T11:57Z [----] followers, [----] engagements


"We love $IREN $5B market cap vs $1B annualized revenue $2B in assets & industry-leading efficiency A dual-strategy: proven Bitcoin mining + AI data centers Leadership with deep energy & infra expertise Management paused BTC expansion to double down on AI a smart move that transfers their energy efficiency edge into the AI compute gold rush. We see $IREN as one of the best risk/reward bets in the space. 🚀"  
[X Link](https://x.com/anyuser/status/1957092473253040196)  2025-08-17T14:49Z [----] followers, [----] engagements


"@TheTechInvest A beautiful day for $OSCR Thanks for the consistent content"  
[X Link](https://x.com/anyuser/status/1957567056544403602)  2025-08-18T22:15Z [----] followers, [----] engagements


"@TheLongInvest Are you a wizard @TheLongInvest"  
[X Link](https://x.com/anyuser/status/1957812565205029209)  2025-08-19T14:31Z [----] followers, [----] engagements


"@TheLongInvest We are aligned. Ready to add more $HIMS"  
[X Link](https://x.com/anyuser/status/1957813009054589066)  2025-08-19T14:32Z [----] followers, [----] engagements


"@StockSavvyShay Not so rough when you get to accumulate more at a better price Zoom out Long term 💪"  
[X Link](https://x.com/anyuser/status/1957849937573544186)  2025-08-19T16:59Z [----] followers, [----] engagements


"Investing in $OSCR is like having call options on $UNH that dont expire Both have upside but just like options $OSCR has more multibagger potential than $UNH given the growth trajectory. Similarly with $OSCR youre going to likely experience more volatility This isnt a choose your fighter situation but we ride with $OSCR @TheTechInvest @TheLongInvest"  
[X Link](https://x.com/anyuser/status/1958152351836987509)  2025-08-20T13:01Z [----] followers, [----] engagements


"@StockSavvyShay I hope you took advantage of the $UNH dip 😁"  
[X Link](https://x.com/anyuser/status/1958156280507367434)  2025-08-20T13:16Z [----] followers, [----] engagements


"Exciting news for $GOOGL as it looks like the TPU + GPU strategy is providing a compelling pitch for compute capacity $META continues to drive AI innovation and capex spending The clear bottleneck as hyperscalers develop their own competitive compute capabilities will be energy $IREN $OKLO $SMR"  
[X Link](https://x.com/AkinatorAssets/status/1958666357954027629)  2025-08-21T23:03Z [----] followers, [----] engagements


"How Iris Energy Limited $IREN was looking at us as our $18 purchase order was completed earlier this week #IrisFromLoveIsland #powellpump"  
[X Link](https://x.com/anyuser/status/1958931689478266972)  2025-08-22T16:38Z [----] followers, [----] engagements


"@StockSavvyShay Anddddddd $GOOGL search is dead Gemini is transforming it not killing it 🐂 Really exciting to see the progress $GOOGL AI is making for shareholders"  
[X Link](https://x.com/AkinatorAssets/status/1958940833706910102)  2025-08-22T17:14Z [----] followers, [----] engagements


"@TheLongInvest The $OSCR short squeeze is going to be fun 🚀 With improving fundamentals rapid growth and a great leadership team how could you be short"  
[X Link](https://x.com/anyuser/status/1958942443103207821)  2025-08-22T17:20Z [----] followers, [----] engagements


"The progress made by $GOOGL on AI after the initial bard mishap is impressive but we really shouldve never doubted $GOOGL in the AI race given their deep level of expertise in the domain $GOOGL is a key position for us given the following businesses that we are bullish on: 1) Gemini 2) Search 3) YouTube 4) Cloud 5) Ai Infra 6) YoutubeTV 7) Android 8) Google Suite 9) Waymo 10) Pixel"  
[X Link](https://x.com/AkinatorAssets/status/1958979648928330063)  2025-08-22T19:48Z [----] followers, [----] engagements


"@meeijer This is a really nice list. Heres the stocks weve bought over the last two weeks: $IREN $GOOGL $HIMS $NBIS $ACHR $FUBO"  
[X Link](https://x.com/AkinatorAssets/status/1958988341270966534)  2025-08-22T20:23Z [----] followers, [----] engagements


"$GOOGL vs $AMZN: Why we struggle picking between the two tech giants and why were bullish on both TL;DR - On the low end the fundamentals suggest that both stocks will 2x so we recommend diversifying between the two winners as cornerstones of a portfolio built for the future. We have significant positions in both and are happy buyers on dips for both stocks Its undeniable that both companies are leaders in technology with their tentacles in all sorts of markets. Heck it sometimes feels like they both do everything. Across the two they actually might With $AMZN having one the greatest moats in"  
[X Link](https://x.com/AkinatorAssets/status/1959226422699974711)  2025-08-23T12:09Z [----] followers, [----] engagements


"Posted on @TulsiGabbards Instagram story ➡ highly bullish for $HIMS @TheLongInvest @TheTechInvest @alc2022 @EndicottInvests @NighthawkTradez @himshouse"  
[X Link](https://x.com/anyuser/status/1959230666609971630)  2025-08-23T12:26Z [----] followers, [----] engagements


"@MMMTwealth Really nice list Well add: [--]. Neo Clouds/AI Infrastructure $NBIS $IREN $CRWV"  
[X Link](https://x.com/anyuser/status/1959249482165469199)  2025-08-23T13:40Z [----] followers, [----] engagements


"@StockSavvyShay Winners of rate cuts are going to be those with higher debt and one area where we dont see this talked about as much is in data and ai infrastructure buildouts that require large sums of capital $NBIS $IREN $META $AMZN $MSFT $NVDA $AMD $TSM"  
[X Link](https://x.com/anyuser/status/1959250708613447882)  2025-08-23T13:45Z [----] followers, [----] engagements


"@TheTechInvest All are retail heroes but here are our favorites 💪🚀 $OSCR $HIMS $NBIS $IREN"  
[X Link](https://x.com/anyuser/status/1959294049984053328)  2025-08-23T16:37Z [----] followers, [----] engagements


"Why were considering adding to and building out our $NBIS position even after its recent run TL;DR - To sum it up in a few words price-to-performance. $NBIS offers some of the best performance in the AI infrastructure category at a lower price when compared to others. The opportunity cost might simply be too attractive to miss out on with this rapidly growing player in the emerging neo cloud market As global AI data center spend is expected to 3x by [----] we think $NBIS is positioned to be one of the many winners in the ai infrastructure ecosystem Although we dont expect $NBIS to continue its"  
[X Link](https://x.com/anyuser/status/1959597196191342704)  2025-08-24T12:42Z [----] followers, [----] engagements


"@meeijer And institutions have price manipulated their way into owning all of $HIMS Kudos to the retail folks that are still holding as $HIMS is still in its early innings for global expansion and new products"  
[X Link](https://x.com/anyuser/status/1960023070829088909)  2025-08-25T16:54Z [----] followers, [----] engagements


"To us it looks like $IREN could be in wave [--] and has the potential to go parabolic like $HOOD and $PLTR did with institutions beginning to catch on looking at this chart the next stop seems to be $28 if the earnings report stacks up nicely Curious to hear your thoughts @Fibonacci_TA @FransBakker9812 @TheLongInvest @Umbisam"  
[X Link](https://x.com/AkinatorAssets/status/1960155908672987350)  2025-08-26T01:42Z [----] followers, [----] engagements


"@StockMKTNewz 🎁"  
[X Link](https://x.com/anyuser/status/1960547166323187984)  2025-08-27T03:37Z [----] followers, 27.1K engagements


"@TheLongInvest A true gift $OSCR has been"  
[X Link](https://x.com/anyuser/status/1960705566457597970)  2025-08-27T14:06Z [----] followers, [----] engagements


"@RihardJarc His argument is relatively compelling. Cant imagine selling $NVDA on this earnings"  
[X Link](https://x.com/anyuser/status/1960824533755040175)  2025-08-27T21:59Z [----] followers, [----] engagements


"@PeloSwing Not if you think the stock price is going to increase dramatically based on expectations of future profits which is what we assume $NVDA is projecting We see [--] to $4T in AI infrastructure spend by the end of the decade"  
[X Link](https://x.com/anyuser/status/1960896270588842346)  2025-08-28T02:44Z [----] followers, [----] engagements


"@HolySmokas Marry $GOOGL Hit $SOFI Kill $ELF but I probably want to marry all [--] in reality"  
[X Link](https://x.com/anyuser/status/1961120574073106840)  2025-08-28T17:35Z [----] followers, [----] engagements


"1) $IREN sees the potential for billions of dollars of annual revenue from AI data center operations 2) industry experts predict an additional [---] GW worth of ai data centers needed over the next [--] years 3) $IREN has secured [----] GW of capacity for operations 4) $IREN is mining Bitcoin at $33k (sold for an avg. of $99k) 5) new gpu capacity is being rented out in multi-year agreements in some cases 6) $IREN is targeting $200-250M in ai data center annual revenue by December [----] 7) $IREN is executing the development of ai data centers on schedule by leveraging their expertise in infrastructure"  
[X Link](https://x.com/anyuser/status/1961411729797050628)  2025-08-29T12:52Z [----] followers, [----] engagements


"@StockSavvyShay 👀 at under $5B check out $HSAI"  
[X Link](https://x.com/AkinatorAssets/status/2012860016722645313)  2026-01-18T12:09Z [----] followers, [----] engagements


"🧵 Oscar Health ($OSCR) Deep Dive: A Tech-Driven Disruptor in Healthcare Insurance 🧵 1/ Good morning ☀ Its time for another deep dive thread and today were zeroing in on $OSCROscar Health Inc. Expect a detailed breakdown of this tech-driven health insurer. Well cover $OSCRs explosive growth risks and competitive edge. Lets dive in 🚀"  
[X Link](https://x.com/AkinatorAssets/status/1940429232699568632)  2025-07-02T15:15Z [----] followers, [----] engagements


"Are developing neo clouds like $IREN a 10-100x opportunity Back of the napkin math: $MSFT is essentially paying $NBIS almost $4B/year for up to [---] mw of ai data center capacity = $13.3M/mw/yr $IREN [----] mw * $13.3M = $38B/yr vs a current mkt cap $8B $GLXY [---] gw * 13.3M = $46B/yr vs a current mkt cap $10B $MSFT is likely paying a premium to $NBIS but the TAM for $IREN and others in this space is mind blowing On September [--] [----] Nebius Group announced a significant commercial agreement with Microsoft to provide dedicated GPU infrastructure capacity from its new data center in Vineland New"  
[X Link](https://x.com/AkinatorAssets/status/1965386429640458461)  2025-09-09T12:06Z [----] followers, 22.4K engagements


"Current Market Cap vs Reported Energy Pipeline: $GLXY: $10B vs 3.5GW $CRWV: $57B vs 3GW w/ acquisition of Core Scientific $IREN: $9B vs [----] GW $CIFR: $4B vs 2.6GW $NBIS: $22B vs 400MW (source: @perplexity_ai ) Its important to note that these companies are not like for like due to differing strategies customer deals relationships stages of development and technical prowess but nonetheless the entire space is incredibly exciting. We are still early in this if you have your positions sized out correctly and we expect continued growth for companies with great leadership. Quick note hyperscalers"  
[X Link](https://x.com/anyuser/status/1965962901409378583)  2025-09-11T02:17Z [----] followers, 10.7K engagements

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