# ![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1679156148.png) @BastianelliLore Lorenzo2cents

Lorenzo2cents posts on X about $lmnd, ai, $hims, $odd the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1679156148/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679156148/c:line/m:interactions.svg)

- [--] Week [-------] +95%
- [--] Month [-------] +133%
- [--] Months [-------] +107%
- [--] Year [---------] +2,217%

### Mentions: [--] [#](/creator/twitter::1679156148/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679156148/c:line/m:posts_active.svg)

- [--] Month [--] -51%
- [--] Months [---] -35%
- [--] Year [-----] +1,350%

### Followers: [-----] [#](/creator/twitter::1679156148/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679156148/c:line/m:followers.svg)

- [--] Week [-----] +3%
- [--] Month [-----] +5.70%
- [--] Months [-----] +11%
- [--] Year [-----] +71%

### CreatorRank: [-------] [#](/creator/twitter::1679156148/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679156148/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  59.3% [finance](/list/finance)  28.49% [technology brands](/list/technology-brands)  18.6% [automotive brands](/list/automotive-brands)  7.56% [cryptocurrencies](/list/cryptocurrencies)  4.65% [celebrities](/list/celebrities)  4.07% [countries](/list/countries)  1.16%

**Social topic influence**
[$lmnd](/topic/$lmnd) #21, [ai](/topic/ai) 24.42%, [$hims](/topic/$hims) #115, [$odd](/topic/$odd) 15.12%, [$duol](/topic/$duol) #43, [odd](/topic/odd) 7.56%, [$nbis](/topic/$nbis) #265, [business](/topic/business) 6.4%, [$tsla](/topic/$tsla) #1112, [$rklb](/topic/$rklb) #43

**Top accounts mentioned or mentioned by**
[@grindeoptions](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@elonmusk](/creator/undefined) [@alc2022](/creator/undefined) [@grok](/creator/undefined) [@geneinvesting](/creator/undefined) [@snmart](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@openclaw](/creator/undefined) [@mambatrades08](/creator/undefined) [@herrziffer0](/creator/undefined) [@homeopathim](/creator/undefined) [@farzyness](/creator/undefined) [@peterdiamandis](/creator/undefined) [@anthonyisonline](/creator/undefined) [@cloudwalker200](/creator/undefined) [@mikumyhoney](/creator/undefined) [@antounnabhan](/creator/undefined) [@jim80478788](/creator/undefined) [@smaugizbored](/creator/undefined)

**Top assets mentioned**
[Lemonade, Inc. (LMND)](/topic/$lmnd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Tesla, Inc. (TSLA)](/topic/$tsla) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [ZetaChain (ZETA)](/topic/$zeta) [MercadoLibre Inc (MELI)](/topic/$meli) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Iris Energy Limited (IREN)](/topic/$iren) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/$msft) [Netflix Inc (NFLX)](/topic/$nflx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Interesting POV $ODD Why does Oran Holtzman founder and CEO of $ODD limit revenue growth to 20% while other DTC companies like $HIMS try to grow as fast as possible. $ODD has a highly unconventional approach to managing its business that can be confusing to investors. $ODD's so-called 'algorithm' Why does Oran Holtzman founder and CEO of $ODD limit revenue growth to 20% while other DTC companies like $HIMS try to grow as fast as possible. $ODD has a highly unconventional approach to managing its business that can be confusing to investors. $ODD's so-called 'algorithm'"  
[X Link](https://x.com/BastianelliLore/status/2013337378916548867)  2026-01-19T19:46Z [----] followers, [---] engagements


"$ODD is a scam 🙃 @BastianelliLore Yes and this is based on complaints on Trustpilot about subscriptions. Don't tell these investors about this other scam company called $NFLX https://t.co/tMpMvYGcBA @BastianelliLore Yes and this is based on complaints on Trustpilot about subscriptions. Don't tell these investors about this other scam company called $NFLX https://t.co/tMpMvYGcBA"  
[X Link](https://x.com/BastianelliLore/status/2013698763248873916)  2026-01-20T19:42Z [----] followers, [---] engagements


"$ODD dont stop So how serious is $ODD about Brand [--] Serious enough to have their previous CFO (and basically a co-founder) run it. https://t.co/7JVMSCYmP3 So how serious is $ODD about Brand [--] Serious enough to have their previous CFO (and basically a co-founder) run it. https://t.co/7JVMSCYmP3"  
[X Link](https://x.com/BastianelliLore/status/2014671690765058398)  2026-01-23T12:08Z [----] followers, [---] engagements


"@OddityOddballs Brand [--] will cure people who think $ODD is a scam 🤣"  
[X Link](https://x.com/BastianelliLore/status/2014673649257590913)  2026-01-23T12:16Z [----] followers, [--] engagements


"$ODD s vertical integration & brands strategy is poised to benefit immensely from AI breakthroughs Is $ODD becoming a Singularity Scaler $NVDA CEO Jensen Huang said he expects one of the biggest areas unlocked by his chips to be the field of 'Digital Biology'. Jensen said: "For the first time in history biology has the opportunity to be engineering not science." Oddity Is $ODD becoming a Singularity Scaler $NVDA CEO Jensen Huang said he expects one of the biggest areas unlocked by his chips to be the field of 'Digital Biology'. Jensen said: "For the first time in history biology has the"  
[X Link](https://x.com/BastianelliLore/status/2015333602507067433)  2026-01-25T07:59Z [----] followers, [---] engagements


"In a world where distributions will be the strongest moat $ODD is building brands and using AI to leverage customers data. Think about it"  
[X Link](https://x.com/BastianelliLore/status/2015411112678760850)  2026-01-25T13:07Z [----] followers, [---] engagements


"AI-Powered Products and Services - Ep.2/4 Series "Invest in AI Avoid the bubble" 💥 $LMND $DUOL $META $TSLA $HIMS $ODD"  
[X Link](https://x.com/BastianelliLore/status/2015499913468002710)  2026-01-25T19:00Z [----] followers, 23.9K engagements


"I cant even tell how much investors are underestimating $ODD $ODD has so far released three proprietary molecules developed through Oddity Labs: ODDL1007 (reduce dark spots) ODDL103 (reduce papular scarring) ODDL1204 (retinol replacement) What's with the boring names When Oddity Labs was still independent as Ravela they came $ODD has so far released three proprietary molecules developed through Oddity Labs: ODDL1007 (reduce dark spots) ODDL103 (reduce papular scarring) ODDL1204 (retinol replacement) What's with the boring names When Oddity Labs was still independent as Ravela they came"  
[X Link](https://x.com/BastianelliLore/status/2016096089787548132)  2026-01-27T10:28Z [----] followers, [----] engagements


"@GrindeOptions Probably $LMND and $ODD two of the best"  
[X Link](https://x.com/BastianelliLore/status/2016227435700695419)  2026-01-27T19:10Z [----] followers, [---] engagements


"🚨 AI Bubble Alert: DeepSeeks latest drops proves open-source is catching up to premium models$NBIS up 274% from last years panic dip but $LMND & $ODD are the real sleepers for [----]. Inference costs crashing = massive tailwinds for AI-powered everyday apps. My pick: $ODD hits $100 and $LMND hits 200$ by EOY. Agree or nah Drop your thoughts below https://twitter.com/i/web/status/2016233212649873522 https://twitter.com/i/web/status/2016233212649873522"  
[X Link](https://x.com/BastianelliLore/status/2016233212649873522)  2026-01-27T19:33Z [----] followers, [----] engagements


"Why I own $LMND : Reinventing the insurance sector. Lemonade is redefining insurance by operating as an autonomous organization. Unlike incumbents that rely on brokers and agents Lemonade uses a direct-to-consumer model. While this limits distribution in the short term it allows them to collect orders of magnitude more data than the standard playbook. Since insurance is a statistical gamewhere you optimize top and bottom lines based on available dataLemonade is poised to achieve superior results for years to come. Hardly anyone will catch up soon. To complete the data moat Lemonades visionary"  
[X Link](https://x.com/BastianelliLore/status/2016257429906829528)  2026-01-27T21:10Z [----] followers, 14.4K engagements


"Amazing speed of execution and customer focus $LMND Fixed. It took a few hours due to timezone differences. We need to get better. Fixed. It took a few hours due to timezone differences. We need to get better"  
[X Link](https://x.com/BastianelliLore/status/2016438756929151454)  2026-01-28T09:10Z [----] followers, [----] engagements


"🔥I believe $ODD will turn to be a story similar to $LMND. Incumbents are simply sleeping. $ODD is having plenty of time to enter the market and optimise its flywheel. Competitors (and investors) simply cannot understand what Oddity is doing 🙃 I believe the reason why the management decided to grow only 20% + YoY is because they want to take advantage of this situation. If they kept growing full steam 30% + they would have drawn a lot of attention and sparked competitors interest to do the same as Oddity is doing. This way $ODD has all the time to develop a size which makes them unreachable"  
[X Link](https://x.com/BastianelliLore/status/2016448700176802207)  2026-01-28T09:50Z [----] followers, [----] engagements


"@HomeopathIm $ODD I guess because it is in the radars of short sellers"  
[X Link](https://x.com/BastianelliLore/status/2016468562588655767)  2026-01-28T11:09Z [----] followers, [---] engagements


"Everywhere is a lot 👀 $LMND @LinkofHyrule89 @bj23air @Lemonade_Inc @daschreiber We aim to be available everywhere. @LinkofHyrule89 @bj23air @Lemonade_Inc @daschreiber We aim to be available everywhere"  
[X Link](https://x.com/BastianelliLore/status/2016511722664718362)  2026-01-28T14:00Z [----] followers, [----] engagements


"Why I own $ODD 👇 Oddity is revolutionizing the beauty industry. Oddity Tech designs and sells beauty products such as foundations directly to consumers. Unlike incumbents that rely on the classic brick-and-mortar model Oddity operates a direct-to-consumer model. While this limits distribution in the short term it allows them to collect orders of magnitude more data than the standard playbook. Thanks to this data moat and its AI engine Oddity recommends the best product for each individuallike the perfect foundation for your skin toneand develops new molecules to better address individual"  
[X Link](https://x.com/BastianelliLore/status/2016605826140581948)  2026-01-28T20:14Z [----] followers, [---] engagements


"@CaesarCapitalz Add $ODD"  
[X Link](https://x.com/BastianelliLore/status/2016606908812054630)  2026-01-28T20:18Z [----] followers, [---] engagements


"$LMND and $ODD similarities [--] ways in which $ODD and $LMND are oddly similar (I have owned both) 1) Oddly similar history. Both companies were founded within a year of each other by a duo of Israelis (Daniel Schreiber / Shai Wininger Oran Holtzman / Shiran Holtzman-Erel). Both companies started in the US [--] ways in which $ODD and $LMND are oddly similar (I have owned both) 1) Oddly similar history. Both companies were founded within a year of each other by a duo of Israelis (Daniel Schreiber / Shai Wininger Oran Holtzman / Shiran Holtzman-Erel). Both companies started in the US"  
[X Link](https://x.com/BastianelliLore/status/2016835020514537706)  2026-01-29T11:25Z [----] followers, [----] engagements


"Everyone's worried about AI bubble. Meanwhile my $LMND position is already up 5x. The bubble isn't in AI stocks. The bubble is in companies that think AI won't disrupt them.🚀"  
[X Link](https://x.com/BastianelliLore/status/2017157418556203450)  2026-01-30T08:46Z [----] followers, [----] engagements


"@elonmusk @AnthropicAI Ironic indeed. Meanwhile $LMND $ODD $DUOL are quietly using AI to disrupt entire industries while everyone debates who's building the "safest" model. Actions statements"  
[X Link](https://x.com/BastianelliLore/status/2017599848925585729)  2026-01-31T14:04Z [----] followers, [---] engagements


"The AI winners won't be the ones building AI. They'll be the ones using it to destroy sleepy incumbents. $LMND $ODD $DUOL"  
[X Link](https://x.com/BastianelliLore/status/2017603764534780187)  2026-01-31T14:19Z [----] followers, [----] engagements


"Invest in AI Infrastructure (Series "Invest in AI Avoid the Bubble" - Ep. 3/4) $NBIS $IREN $CRWV $AMZN $MSFT"  
[X Link](https://x.com/BastianelliLore/status/2018033411282084031)  2026-02-01T18:47Z [----] followers, [----] engagements


"$NBIS & Revolut ➡enabling deeper in-house ownership and slowly becoming the new world infrastructure layer. This is exactly what I want to see and expect 🚀"  
[X Link](https://x.com/BastianelliLore/status/2018292348615098750)  2026-02-02T11:56Z [----] followers, [----] engagements


"Yeah I got your valid points Richard (thanks for sharing). But I think also building the software has a point here. As a start up you wouldnt dare to build a Hubspot/Salesfoce/SAP competitor so far a lot of cost to develop the software with a tiny probability of displacing them. While now you have no barriers. Its all about marketing and distribution. Also regulated markets are still probably a solid barrier (like healthcare or A&D). https://twitter.com/i/web/status/2018355175988068830 https://twitter.com/i/web/status/2018355175988068830"  
[X Link](https://x.com/BastianelliLore/status/2018355175988068830)  2026-02-02T16:05Z [----] followers, [---] engagements


"$DUOL is becoming hard to ignore 😂 📉"  
[X Link](https://x.com/BastianelliLore/status/2018733286173110465)  2026-02-03T17:08Z [----] followers, [---] engagements


"The irony of markets: $DUOL down 66% in [--] months priced like it's going to zero. $RKLB holding strong priced like it's already won. One is priced for extinction the other for world domination. I'm long both. Time will tell which market got right 🎯"  
[X Link](https://x.com/BastianelliLore/status/2018774925054529572)  2026-02-03T19:53Z [----] followers, [---] engagements


"Why I own $NBIS 👇 The universal substrate for agentic computation in application software. Nebius belongs to the neocloud categoryalongside Iren CoreWeave and others. By neocloud I mean a new kind of cloud provider built from the ground up for AI where GPU-dense infrastructure AI-native tools and model-centric pricing replace the old generic compute cloud. What differentiates Nebius from the others are three things: top-level management availability of capital and a clear mission (becoming a hyperscaler). On that last point unlike most competitors Nebius is purposely building a software"  
[X Link](https://x.com/BastianelliLore/status/2018798338473164963)  2026-02-03T21:26Z [----] followers, [----] engagements


"$RKLB $NBIS and $LMND holding up my portfolio today"  
[X Link](https://x.com/BastianelliLore/status/2018801784299676004)  2026-02-03T21:40Z [----] followers, [---] engagements


"Is this the cause for $LMND $RKLB and $NBIS bleeding 🩸 It's happening. Anthropic shipped Claude Cowork plug-ins and software stocks got smoked. Wall Street is calling it "SaaSpocalypse". what happened + why 👇🧵 https://t.co/ocIrof3ace It's happening. Anthropic shipped Claude Cowork plug-ins and software stocks got smoked. Wall Street is calling it "SaaSpocalypse". what happened + why 👇🧵 https://t.co/ocIrof3ace"  
[X Link](https://x.com/BastianelliLore/status/2019076219442954517)  2026-02-04T15:50Z [----] followers, [----] engagements


"@alc2022 I think $DUOL will do same as the oil during Covid it will go to -20$"  
[X Link](https://x.com/BastianelliLore/status/2019132434705711585)  2026-02-04T19:34Z [----] followers, [----] engagements


"@heyshrutimishra @grok what are these plugin about and why a game changer"  
[X Link](https://x.com/BastianelliLore/status/2019133247024951494)  2026-02-04T19:37Z [----] followers, 11.1K engagements


"After OpenClaw nobody should have doubts that AI is real. But it looks like Anthropic today gave an even stronger wake up call. With that said SaaS is not going anywhere just some SaaS companies will be disrupted by other SaaS company thats it"  
[X Link](https://x.com/BastianelliLore/status/2019160370347475381)  2026-02-04T21:25Z [----] followers, [---] engagements


"@TheSonOfWalkley It looks more like the new ticker for SpaceX + xAI though"  
[X Link](https://x.com/BastianelliLore/status/2019165095847424030)  2026-02-04T21:44Z [----] followers, [----] engagements


"@farzyness Totally agrees. This is what most investors cannot understand. For instance they think incumbents can compete with $LMND just because they have more money. Its not about money guys 🙃"  
[X Link](https://x.com/BastianelliLore/status/2019312660463157339)  2026-02-05T07:30Z [----] followers, [---] engagements


"9999% of intelligence will be in space in a few years. $X (SpaceX + xAI + $TSLA) is the obvious beneficiary of this. But I believe $RKLB will catch some of that money somehow. 🚨 ELON MUSK JUST PUT A DEADLINE ON EARTH - "30 MONTHS LEFT. MARK MY WORDS On a podcast Elon Musk doesnt speculate he timestamps the future. He says AI cannot scale on Earth the way it can in space. Period. Solar power in orbit is [--] more effective and radically cheaper https://t.co/iX78FCSfMp 🚨 ELON MUSK JUST PUT A DEADLINE ON EARTH - "30 MONTHS LEFT. MARK MY WORDS On a podcast Elon Musk doesnt speculate he timestamps"  
[X Link](https://x.com/BastianelliLore/status/2019314040992899180)  2026-02-05T07:35Z [----] followers, [---] engagements


"@GrindeOptions Whats happening Institutional taking advantage of retails paper hands to buy AI stocks with a discount"  
[X Link](https://x.com/BastianelliLore/status/2019495404904047009)  2026-02-05T19:36Z [----] followers, [--] engagements


"Why guys do you think Mr market is dumping SaaS and AI stocks at the same time Are we going back to age of stone"  
[X Link](https://x.com/BastianelliLore/status/2019499659404743022)  2026-02-05T19:53Z [----] followers, [---] engagements


"If $PYPL will go to -2$ Ill jump in"  
[X Link](https://x.com/BastianelliLore/status/2019502371181674877)  2026-02-05T20:04Z [----] followers, [---] engagements


"@PeterDiamandis @CathieDWood People will keep saying $TSLA needs lidars to succeed even when reached $20 trillion market cap 😂"  
[X Link](https://x.com/BastianelliLore/status/2019503992129089890)  2026-02-05T20:10Z [----] followers, [--] engagements


"Guys if $AMZN doesnt perform in [--] mins we are all fucked 😂"  
[X Link](https://x.com/BastianelliLore/status/2019505382461235581)  2026-02-05T20:16Z [----] followers, [---] engagements


"@CaesarCapitalz Is this bc of Bitcoin price"  
[X Link](https://x.com/BastianelliLore/status/2019527738374185137)  2026-02-05T21:45Z [----] followers, [---] engagements


"Never been this down YTD since the inception of Lorenzo2cents portfolio 👀"  
[X Link](https://x.com/BastianelliLore/status/2019660352938733618)  2026-02-06T06:32Z [----] followers, [----] engagements


"@anthonyisonline I started investing around [----] but the inception of this portfolio is Jan 2024"  
[X Link](https://x.com/BastianelliLore/status/2019671170132688904)  2026-02-06T07:15Z [----] followers, [--] engagements


"@MatthewBerman @openclaw @grok summarise the best practices in the video"  
[X Link](https://x.com/BastianelliLore/status/2019722564139176350)  2026-02-06T10:39Z [----] followers, [--] engagements


"$HIMS s risky bet The CEO of a $142B ARR cloud business that basically invented cloud: I think this is an extraordinarily unusual opportunity to forever change the size of AWS and Amazon as a whole. Random Wall Street investor: You're spending too much on AI; it won't generate the returns https://t.co/gBfbrQb0kW The CEO of a $142B ARR cloud business that basically invented cloud: I think this is an extraordinarily unusual opportunity to forever change the size of AWS and Amazon as a whole. Random Wall Street investor: You're spending too much on AI; it won't generate the returns"  
[X Link](https://x.com/BastianelliLore/status/2019730315351388570)  2026-02-06T11:10Z [----] followers, [----] engagements


"How long folks will take to realise that $ODD will be one of the biggest beneficiaries of AI They are using their DTC-acquired proprietary data to develop new molecules and today are launching one of them. $ODD today launched its 'body care' category for Methodiq starting with eczema. Neurexa uses patented OLABS1669 -- a proprietary molecule developed by Oddity Labs -- to address pro-inflammatory factors that lead to eczema. https://t.co/NUFgVE0W6X $ODD today launched its 'body care' category for Methodiq starting with eczema. Neurexa uses patented OLABS1669 -- a proprietary molecule"  
[X Link](https://x.com/BastianelliLore/status/2019761258774327567)  2026-02-06T13:13Z [----] followers, [----] engagements


"@dwarkesh_sp @elonmusk Experts will say you cant do this without putting a bunch of lidars on the robots 🙃 (not sure if Optimus will have lidars I guess no)"  
[X Link](https://x.com/BastianelliLore/status/2019763076195664112)  2026-02-06T13:20Z [----] followers, [---] engagements


"First $NVDA model now $GOOG simulation model the race to autonomous vehicle is getting hot. In [--] years what is left of the car makers will get where $TSLA is now. Google $GOOGL owned Waymo just posted this: Were excited to introduce the Waymo World Modela frontier generative mode for large-scale hyper-realistic autonomous driving simulation built on @GoogleDeepMinds Genie [--]. https://t.co/krbgjuyMwG Google $GOOGL owned Waymo just posted this: Were excited to introduce the Waymo World Modela frontier generative mode for large-scale hyper-realistic autonomous driving simulation built on"  
[X Link](https://x.com/BastianelliLore/status/2019825946459795846)  2026-02-06T17:30Z [----] followers, [---] engagements


"@StockMKTNewz [--] years of bull market 👀"  
[X Link](https://x.com/BastianelliLore/status/2019846963802607994)  2026-02-06T18:53Z [----] followers, [---] engagements


"@GrindeOptions All of them so we can dump paper hands and get a more stable price action on the rise"  
[X Link](https://x.com/BastianelliLore/status/2019910088899629282)  2026-02-06T23:04Z [----] followers, [---] engagements


"@cloud_walker200 @mikumyhoney The project at least $65B of revenue by [----] and have a $5B market cap now. Do you really think that they cannot grow from here And if yes on the base of what"  
[X Link](https://x.com/BastianelliLore/status/2020051259756351799)  2026-02-07T08:25Z [----] followers, [--] engagements


"@cloud_walker200 @mikumyhoney I agree there are risks. We shall see the next ER and reassess. I would not be catastrophic for the time being"  
[X Link](https://x.com/BastianelliLore/status/2020053161520611562)  2026-02-07T08:32Z [----] followers, [--] engagements


"@GrindeOptions $LMND $HIMS $ODD $NBIS $DUOL $MELI"  
[X Link](https://x.com/BastianelliLore/status/2020173846356062660)  2026-02-07T16:32Z [----] followers, [----] engagements


"Im quite confident AT LEAST two of these [--] will double this year @GrindeOptions $LMND $HIMS $ODD $NBIS $DUOL $MELI @GrindeOptions $LMND $HIMS $ODD $NBIS $DUOL $MELI"  
[X Link](https://x.com/BastianelliLore/status/2020174107728384208)  2026-02-07T16:33Z [----] followers, [----] engagements


"@AlexFinn Congrats Alex"  
[X Link](https://x.com/BastianelliLore/status/2020191705165885851)  2026-02-07T17:43Z [----] followers, [--] engagements


"$HIMS may end up being one of the [--] biggest companies in the world or being a complete failure. That is part of the game it is how an asymmetric bet works. BUT People who are against $HIMS no matter what who want to see them fail and who defend Big Pharma and hope HIMS gets crashed well such people are on the wrong side of history. Its David against Goliath and you are supporting Goliath. https://twitter.com/i/web/status/2020198088128786464 https://twitter.com/i/web/status/2020198088128786464"  
[X Link](https://x.com/BastianelliLore/status/2020198088128786464)  2026-02-07T18:08Z [----] followers, 14.2K engagements


"@AntounNabhan You are saying that on the base of what (your feeling doesnt matter) And by the way big pharma business model IS against law (proved they continuously get fined)"  
[X Link](https://x.com/BastianelliLore/status/2020221261423485153)  2026-02-07T19:40Z [----] followers, [---] engagements


"@Jim80478788 @alc2022 Agree lets listen to the Earnings call and re-assess the bullish thesis on the base of what they say"  
[X Link](https://x.com/BastianelliLore/status/2020222582939611479)  2026-02-07T19:46Z [----] followers, [---] engagements


"$X Digital Optimus: I think I got how SaaS will get disrupted and will become much less valuable. And it has nothing to do with deterministic or probabilistic apps. Elon explains it well in his last interview: what he is building with MacroHard and what also Claude and OpenAI (and OpenClaw) have just launched (coworker) is basically a digital Optimus. It simulates a Human Being working at a PC and can do everything a human being can do. How it will disrupt SaaS is not by reinventing it but it is by using existing SaaS apps through APIs. Most of SaaS companies are not designed to monetise"  
[X Link](https://x.com/BastianelliLore/status/2020243887240196466)  2026-02-07T21:10Z [----] followers, [----] engagements


"Satya Nadella nailed it months ago: Business apps are basically databases with workflows on top. Now I get it. AI agents wont replace those deterministic workflowstheyll build and use them instead. UIs will matter less and less until theyre optional. Itll take years but start discounting it now. $X Digital Optimus: I think I got how SaaS will get disrupted and will become much less valuable. And it has nothing to do with deterministic or probabilistic apps. Elon explains it well in his last interview: what he is building with MacroHard and what also Claude and OpenAI $X Digital Optimus: I"  
[X Link](https://x.com/BastianelliLore/status/2020246440853852508)  2026-02-07T21:21Z [----] followers, [---] engagements


"Everyone's chasing the next ChatGPT wrapper. Meanwhile $NBIS is building the infrastructure that makes ALL of them possible 🧠 When LLMs commoditize picks-and-shovels win. Infrastructure apps"  
[X Link](https://x.com/BastianelliLore/status/2020249063531131328)  2026-02-07T21:31Z [----] followers, [----] engagements


"Hot take: High P/E ratios aren't the problem. Buying 'cheap' legacy companies getting disrupted is the problem. I'll take $DUOL at 50x earnings over a 'value' insurance dinosaur at 8x any day 💰 Growth + moat valuation multiple"  
[X Link](https://x.com/BastianelliLore/status/2020364827386888377)  2026-02-08T05:11Z [----] followers, [----] engagements


"@GeneInvesting @smaugizbored Its R&D in the balance sheet . its actually lobbying and bribes. Wake up"  
[X Link](https://x.com/BastianelliLore/status/2020385201415913580)  2026-02-08T06:32Z [----] followers, [--] engagements


"My investment filter: [--]. Is AI core to their product [--]. Are they making incumbents obsolete [--]. Do they have network effects [--]. Is TAM expanding If 3/4 = yes I dig deeper. If 4/4 = yes I'm probably already in 🔥 65% CAGR starts here"  
[X Link](https://x.com/BastianelliLore/status/2020387151465042299)  2026-02-08T06:40Z [----] followers, [---] engagements


"Traditional healthcare: "Wait [--] weeks for an appointment pay $200 get [--] minutes with a doctor" $HIMS model: "Get treatment in 48h pay $25/month digital-first" Incumbents are TERRIFIED. And they should be. 🔥"  
[X Link](https://x.com/BastianelliLore/status/2020417372222365983)  2026-02-08T08:40Z [----] followers, [----] engagements


"Real question: How many 'AI companies' are just legacy tech with GPT bolted on 🤔 Vs. how many are AI-native from the ground up The gap between these two = your alpha. Which category do YOU think $LMND $ODD $HIMS fall into"  
[X Link](https://x.com/BastianelliLore/status/2020417601822683252)  2026-02-08T08:41Z [----] followers, [----] engagements


"The best investment thesis is one that makes you uncomfortable. If everyone agrees with you you're probably late. $DUOL at $300 "Too expensive" $LMND disrupting insurance "Too risky" That's where alpha lives. 😎"  
[X Link](https://x.com/BastianelliLore/status/2020418035345936701)  2026-02-08T08:42Z [----] followers, [----] engagements


"@XFreeze @elonmusk [---] terawatts through the moon This is why I'm long $TSLA and $RKLB. Everyone's focused on quarterly earnings. Smart money is positioning for the companies building infrastructure for the next [--] years. 🌙"  
[X Link](https://x.com/BastianelliLore/status/2020478148496838890)  2026-02-08T12:41Z [----] followers, [---] engagements


"@niccruzpatane NIO's battery swap is elegant but Tesla already won the infrastructure war. 100M swaps in China vs 60k+ Superchargers globally = network effect moat. Swap stations are CapEx-heavy location-constrained. Fast charging scales infinitely. $TSLA"  
[X Link](https://x.com/BastianelliLore/status/2020546037497139672)  2026-02-08T17:11Z [----] followers, [----] engagements


"@GrindeOptions 100% conviction in ONE stock is how you build real wealth. Diversification is for wealth preservation not creation. I'd rather be uncomfortably concentrated in $RKLB $HIMS $ODD than comfortable in an index. High conviction = asymmetric upside"  
[X Link](https://x.com/BastianelliLore/status/2020546077242302945)  2026-02-08T17:11Z [----] followers, [---] engagements


"@elonmusk Tesla Semi might be the most underrated product in the lineup. Logistics = $4T TAM. 500-mile range + Megachargers = game over for diesel. FSD + autonomy later = 10x cost advantage vs human-driven trucks. This isn't about EVs. It's about AI eating legacy supply chains"  
[X Link](https://x.com/BastianelliLore/status/2020546120292647061)  2026-02-08T17:11Z [----] followers, [---] engagements


"Hot take: Most "AI companies" are just wrappers around GPT-4. Real AI-native companies: Own the data flywheel Build proprietary models Have distribution before competition wakes up $TSLA fleet data. $DUOL personalized learning graphs. $RKLB launch cadence data. Wrappers get commoditized. Natives compound moats. https://twitter.com/i/web/status/2020547470799864250 https://twitter.com/i/web/status/2020547470799864250"  
[X Link](https://x.com/BastianelliLore/status/2020547470799864250)  2026-02-08T17:17Z [----] followers, [---] engagements


""Wait for the dip" is the most expensive advice in investing. While you wait compounders compound. While you wait moats widen. While you wait winners win. Time IN beats timing. Every time"  
[X Link](https://x.com/BastianelliLore/status/2020554437324874095)  2026-02-08T17:44Z [----] followers, [---] engagements


"@deepblue452 $HIMS aims to be the MUST have subscription for you health no IP required. If theyll get there is to be proved but thats the goal"  
[X Link](https://x.com/BastianelliLore/status/2020581112032928113)  2026-02-08T19:30Z [----] followers, [---] engagements


"@Mambatrades08 @katrina__2 @GeneInvesting Lets see how they explain it. I dont hide there is a non negligible risk of losing the capital with $HIMS"  
[X Link](https://x.com/BastianelliLore/status/2020582470052438020)  2026-02-08T19:36Z [----] followers, [---] engagements


"Shai is having fun kidding us 😂 you wouldnt do this unless you are confident you are building a $100B company (as minimum) E E"  
[X Link](https://x.com/BastianelliLore/status/2020595658043125922)  2026-02-08T20:28Z [----] followers, [----] engagements


"@GrindeOptions If you are concentrated in less than [--] stocks yes. If you have a [--] stocks portfolio one stock wont move the needle"  
[X Link](https://x.com/BastianelliLore/status/2020595896321536168)  2026-02-08T20:29Z [----] followers, [--] engagements


"@AuditTheHerd $ODD will surprise many"  
[X Link](https://x.com/BastianelliLore/status/2020596326233448540)  2026-02-08T20:31Z [----] followers, [---] engagements


"Everyone focuses on AI models. I focus on AI-first business models. Big difference. $LMND $HIMS $DUOL aren't just using AI they're built on it. That's the moat"  
[X Link](https://x.com/BastianelliLore/status/2020831113543860490)  2026-02-09T12:04Z [----] followers, [----] engagements


"@snmart Good question I take some time to reassess it after what happened. I want to listen how the management explains it and also Lab testing performance metrics. Whats your view"  
[X Link](https://x.com/BastianelliLore/status/2020845402996822475)  2026-02-09T13:01Z [----] followers, [--] engagements


"@TechPostsEU The difference between AI bubble and AI revolution Execution. $LMND $HIMS $DUOL have products revenue and moats. Not just promiseware"  
[X Link](https://x.com/BastianelliLore/status/2020846475270345210)  2026-02-09T13:05Z [----] followers, [---] engagements


"Unpopular opinion: most "AI companies" are just SaaS tools with a ChatGPT wrapper. Real AI-first companies replace entire workflows not just features. That's why I own $DUOL and $LMND not generic AI stocks"  
[X Link](https://x.com/BastianelliLore/status/2020886396735541704)  2026-02-09T15:43Z [----] followers, [----] engagements


"@johnennis What model are you using I figured out the only models working well are sonnet [---] and Opus. Second best is K2.5 but still cant manage to well every task and it forgets and lie sometimes. Grok even worse"  
[X Link](https://x.com/BastianelliLore/status/2020944136766214191)  2026-02-09T19:33Z [----] followers, [---] engagements


"Immagine if $HIMS go back to 100$ by the end of the year. Where all those guys will hide 😂"  
[X Link](https://x.com/BastianelliLore/status/2020949700271349885)  2026-02-09T19:55Z [----] followers, 25.1K engagements


"Guys Im still studying $ZETA . I have been distracted by OpenClaw in the last couple of weeks I had to put my hands on it and try myself. But Im liking $ZETA more and more and I go through my sources. Hopefully I can go out with my deep dive by the end of the week. Stay tuned. https://twitter.com/i/web/status/2020954858245980319 https://twitter.com/i/web/status/2020954858245980319"  
[X Link](https://x.com/BastianelliLore/status/2020954858245980319)  2026-02-09T20:16Z [----] followers, [----] engagements


"Dear $HIMS bears hope we are not in a simulation because if the most interesting outcome is the most likely one thats $HIMS to 100$ at this point. You went too far. Immagine if $HIMS go back to 100$ by the end of the year. Where all those guys will hide 😂 Immagine if $HIMS go back to 100$ by the end of the year. Where all those guys will hide 😂"  
[X Link](https://x.com/BastianelliLore/status/2020967200656589046)  2026-02-09T21:05Z [----] followers, [----] engagements


"SaaS companies are facing a classic Innovator's Dilemma in the era of agentic AI and Digital Humans 👇 They essentially have two paths forwardboth risky: [--] - Stick to the current business model (typically per-user seats or subscriptions tied to human usage). In this scenario they get disrupted anyway: AI agents will freely use their (currently non-monetized or lightly restricted) APIs to perform the same tasks that 10x human workers used to do manuallylogging in clicking through UIs and driving revenue through human seats. No humans = no seats = collapsing revenue. [--] - Pivot to monetize APIs"  
[X Link](https://x.com/BastianelliLore/status/2021121921094430979)  2026-02-10T07:19Z [----] followers, [---] engagements


"$ZETA "The shift that's happening in marketing today is moving from data-driven to Answers driven. Answers is what marketers seek today and with Zeta the age of Answers has arrived" I think this is a trend valid non only in marketing but everywhere. AI to pay itself must give answers & information not only data https://twitter.com/i/web/status/2021140639027462175 https://twitter.com/i/web/status/2021140639027462175"  
[X Link](https://x.com/BastianelliLore/status/2021140639027462175)  2026-02-10T08:34Z [----] followers, [---] engagements


"The best AI companies aren't 'using AI.' They're AI-native. That's why settles claims in seconds while incumbents take weeks. Why recommends products a human couldn't match. The gap isn't closing. It's widening"  
[X Link](https://x.com/BastianelliLore/status/2021197719902048277)  2026-02-10T12:21Z [----] followers, [---] engagements


"@WiseBeaverInv I see it as the most obvious thing honestly . $HIMS has the data useful to gene editing companies to develop their products + can easily propose gene therapies to its users driven by their health data"  
[X Link](https://x.com/BastianelliLore/status/2021217140796231805)  2026-02-10T13:38Z [----] followers, [---] engagements


"@Axel_Lynch_Inv Bold 🔥😂"  
[X Link](https://x.com/BastianelliLore/status/2021671641693213182)  2026-02-11T19:44Z [----] followers, [---] engagements


"@Kalshi Communists never learn"  
[X Link](https://x.com/BastianelliLore/status/2021677824898478365)  2026-02-11T20:08Z [----] followers, [---] engagements


"$LMND what a work of art. Lets call it AI at work"  
[X Link](https://x.com/anyuser/status/1961132704990106066)  2025-08-28T18:24Z [----] followers, [----] engagements


"$LMND 30% short interest. $HIMS 38%. Either we are right or they are right. Id be very surprised if neither $LMND nor $HIMS 10x in [--] years Id be very surprised if neither $LMND nor $HIMS 10x in [--] years"  
[X Link](https://x.com/anyuser/status/1963310985625964740)  2025-09-03T18:39Z [----] followers, [----] engagements


"$LMND book value is declining 🤯 Im panicking guys"  
[X Link](https://x.com/anyuser/status/1974917329332183308)  2025-10-05T19:19Z [----] followers, [----] engagements


"$LMND dont tell you didnt know Here is where you want to invest: $LMND $HOOD https://t.co/TvYOWb2YL6 Here is where you want to invest: $LMND $HOOD https://t.co/TvYOWb2YL6"  
[X Link](https://x.com/anyuser/status/1977417458597380564)  2025-10-12T16:53Z [----] followers, [----] engagements


"But but but. the book value is decreasing 😂 $LMND WE'RE WELL POSITIONED TO FUND THIS GROWTH $LMND WITHOUT THE NEED FOR ADDITIONAL CAPITAL. EAT IT BEARS. WE'RE WELL POSITIONED TO FUND THIS GROWTH $LMND WITHOUT THE NEED FOR ADDITIONAL CAPITAL. EAT IT BEARS"  
[X Link](https://x.com/anyuser/status/1986073939940909450)  2025-11-05T14:11Z [----] followers, [----] engagements


"$LMND is exactly the kind of business that Warren Buffet may invest in. Its a boring industry and Lemonade needs just to keep doing what has already proved to be able to do and it will compound FCF at 20% + YoY for decades $LMND: A Hard Stop For Short Sellers https://t.co/QKCQbhd6y2 $LMND: A Hard Stop For Short Sellers https://t.co/QKCQbhd6y2"  
[X Link](https://x.com/anyuser/status/1988201374518309028)  2025-11-11T11:05Z [----] followers, [----] engagements


"Many will lose money on AIbuying the wrong stocks at the wrong time (Episode 4/4 of the Series "Invest in AI Avoid the Bubble") $PLTR $NVDA $RKLB $MELI"  
[X Link](https://x.com/BastianelliLore/status/2020912302682177913)  2026-02-09T17:26Z [----] followers, [----] engagements


"Gene editing is bullish for $HIMS"  
[X Link](https://x.com/BastianelliLore/status/2021179277547319300)  2026-02-10T11:07Z [----] followers, [----] engagements


"Gene editing is bullish for $HIMS. Not because they'll develop therapies. Because they already own the patient relationship. 2.5M subscribers genetic profiles cross-sell precision medicine. Data moat Lab equipment moat"  
[X Link](https://x.com/BastianelliLore/status/2021522949023375793)  2026-02-11T09:53Z [----] followers, [----] engagements


"$ODD Oddity Tech marked another strong quarter ahead of the guidance growing 24% YoY with $781M revenue LTM (as of Q3) raised the guidance for Q4 and successfully launched the new brand METHODIQ about which users look to be enthusiastic. On top of that ODDITY LABS is finally starting to bear fruit with at least [--] products featuring proprietary molecules planned for market in [----] across their brands. As an investor I dont know what to ask more than this. Just waiting for Wall Street and retail investor to wake up to Oddity. $ODD Declares War on $HIMS https://t.co/Bp0xbJ1zG2"  
[X Link](https://x.com/BastianelliLore/status/2001731674518811036)  2025-12-18T19:09Z [----] followers, [----] engagements


"$ZETA during the last investor day in October speaking of how their AI Agents make the migration from Salesforce (or other systems) to Zeta Platform easier "But now we have agents that can look at the actual code the things that they've built within there and recreate them within sort of the Zeta platform. So we removed the friction of people moving over." As evident at this point software itself is not a moat any longer. Switching costs are getting weaker. Data ecosystem and distribution are THE moat. https://twitter.com/i/web/status/2021124079311274411"  
[X Link](https://x.com/BastianelliLore/status/2021124079311274411)  2026-02-10T07:28Z [----] followers, [----] engagements


"$DUOL is dead long live $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"  
[X Link](https://x.com/BastianelliLore/status/2021157346290847917)  2026-02-10T09:40Z [----] followers, [----] engagements


"👀 $LMND As it was written $LMND 🙌 https://t.co/dTEH2TJoAX As it was written $LMND 🙌 https://t.co/dTEH2TJoAX"  
[X Link](https://x.com/BastianelliLore/status/2021157903701254607)  2026-02-10T09:42Z [----] followers, [---] engagements


"@cb_doge Build the rails first. $RKLB is shipping satellites weekly while others are still drafting mission patches"  
[X Link](https://x.com/BastianelliLore/status/2021213957336244457)  2026-02-10T13:25Z [----] followers, [--] engagements


"JUST IN: $NBIS acquires Tavily 🚀 Tavilys technology becomes a critical component of this stack complementing Nebius Token Factory. While Token Factory provides the high-performance inference required for agents to reason Tavily provides the real-time web access required for factual accuracy. By combining high-performance inference with real-time grounding Nebius provides the essential building blocks for the next generation of AI applications. The addition of agentic search capabilities gives Nebius customers critical architecture they need to build autonomous agents that can navigate the"  
[X Link](https://x.com/BastianelliLore/status/2021240296558768630)  2026-02-10T15:10Z [----] followers, [---] engagements


"@RihardJarc Same pattern as AWS 2008-2012. "Too much spend where's the revenue" The labs are building the picks and shovels. The gold rush hasn't even started"  
[X Link](https://x.com/BastianelliLore/status/2021293713863966802)  2026-02-10T18:42Z [----] followers, [---] engagements


"@maxmarchione Claude is impressive"  
[X Link](https://x.com/BastianelliLore/status/2021312727294029858)  2026-02-10T19:58Z [----] followers, [--] engagements


"@intheworldofai Uauuuhh . OoenClaw struggle to do this unless you give it the best model in the world (Opus). How does a local model do this I suppose it was trained to do exactly this"  
[X Link](https://x.com/BastianelliLore/status/2021313081721098248)  2026-02-10T19:59Z [----] followers, [---] engagements


"@ChrisCamillo Its OpenClaw now Chris 🙃"  
[X Link](https://x.com/BastianelliLore/status/2021325431517901167)  2026-02-10T20:48Z [----] followers, [----] engagements


"Who is the biggest winner with OpenClaw 👇 I dont think enterprise and SME will use it. It would be like using an on prem software and we are actually going in the opposite direction. Organizations will use digital coworkers hosted in cloud same as they are using SaaS. The biggest winner of this technology (agentic AI which do things humans used to do in front of a PC) are the AI Infra. Companies. $NBIS $NVDA $GOOG $AMZN https://twitter.com/i/web/status/2021327542943162861 https://twitter.com/i/web/status/2021327542943162861"  
[X Link](https://x.com/BastianelliLore/status/2021327542943162861)  2026-02-10T20:56Z [----] followers, [---] engagements


"@Devinbuild I love it and Im using it but I believe in [--] months it will be like using an on prem software instead of a SaaS. Who does that anymore We will end up using coworkers from Antropic Open AI"  
[X Link](https://x.com/BastianelliLore/status/2021328314493735111)  2026-02-10T20:59Z [----] followers, [--] engagements


"@jakebrowatzke $LMND"  
[X Link](https://x.com/BastianelliLore/status/2021330902240878909)  2026-02-10T21:10Z [----] followers, [---] engagements


"@farzyness Good point. Trump must win mid term"  
[X Link](https://x.com/BastianelliLore/status/2021331327597809703)  2026-02-10T21:11Z [----] followers, [---] engagements


"@mhdfaran K2.5 sucks compared to Sonnet or Opus. It makes so many mistakes. But I use it too Sonnet is too expensive"  
[X Link](https://x.com/BastianelliLore/status/2021332774792376516)  2026-02-10T21:17Z [----] followers, [---] engagements


"Yeah just kidding. By the way I use OpenClaw daily and love it but isnt it like using an on prem software in a world of SaaS I mean I believe we (and Orgs too) will end up using digital coworkers by Anthropic/GOOG/OAI too much more convenient cheaper cost of ownership and reliable. https://twitter.com/i/web/status/2021335285414625512 https://twitter.com/i/web/status/2021335285414625512"  
[X Link](https://x.com/BastianelliLore/status/2021335285414625512)  2026-02-10T21:27Z [----] followers, [---] engagements


"@ConsensusGurus Hopefully well get one for $MELI too"  
[X Link](https://x.com/BastianelliLore/status/2021669955520147928)  2026-02-11T19:37Z [----] followers, [----] engagements


"Has Zuck lost the race to a leading model and he better use open source models $META"  
[X Link](https://x.com/BastianelliLore/status/2021677626033942719)  2026-02-11T20:08Z [----] followers, [---] engagements


"I see investors focusing on which SaaS companies offer a deterministic solution rather than a probabilistic one to understand if theyll get disrupted by AI. I think that is not the right way to see it. Its likely irrelevant. Business workflows will remain deterministic but thats not the point. https://twitter.com/i/web/status/2021682158574899330 https://twitter.com/i/web/status/2021682158574899330"  
[X Link](https://x.com/BastianelliLore/status/2021682158574899330)  2026-02-11T20:26Z [----] followers, [---] engagements


"Repeat with me live translation has noting to do with $DUOL"  
[X Link](https://x.com/BastianelliLore/status/2021682526247354662)  2026-02-11T20:27Z [----] followers, [----] engagements


"@pcshipp $ZETA for marketing you need data everything else is just a copilot"  
[X Link](https://x.com/BastianelliLore/status/2021688593685565621)  2026-02-11T20:51Z [----] followers, [---] engagements


"@StockTrader_Max Strong numbers / stock down $NBIS"  
[X Link](https://x.com/BastianelliLore/status/2021689927335850015)  2026-02-11T20:56Z [----] followers, [---] engagements


"@SawyerMerritt Is Hyundai the only company making money with autonomous cars other than $TSLA 😂"  
[X Link](https://x.com/BastianelliLore/status/2021696214312329588)  2026-02-11T21:21Z [----] followers, [--] engagements


"@victor__vector Are you saying that $LMND can be easily copied with AI"  
[X Link](https://x.com/BastianelliLore/status/2021822991160512856)  2026-02-12T05:45Z [----] followers, [--] engagements


"@HerrZiffer0 I agree But out of my [--] picks is likely at least [--] or [--] will not go well"  
[X Link](https://x.com/BastianelliLore/status/2022036825058291881)  2026-02-12T19:55Z [----] followers, [--] engagements


"$LMND will be the first autonomous org on earth and will be valued trillions. Its not easy to understand now for the most but in hindsight will be so obvious Here's a breakdown from Shai's new $LMND interview on their three stages to becoming a fully autonomous organization and where they currently are. Level 1: Self Healing (Current Stage of Business) This level focuses on maintenance and reliability. Agents monitor analytics and Here's a breakdown from Shai's new $LMND interview on their three stages to becoming a fully autonomous organization and where they currently are. Level 1: Self"  
[X Link](https://x.com/BastianelliLore/status/2021571232722726980)  2026-02-11T13:05Z [----] followers, [----] engagements


"I think tomorrow $NBIS will crush it"  
[X Link](https://x.com/BastianelliLore/status/2021696932435890596)  2026-02-11T21:24Z [----] followers, [----] engagements


"Genarative UI is the furture of software"  
[X Link](https://x.com/BastianelliLore/status/2021833866928173151)  2026-02-12T06:28Z [----] followers, [---] engagements


"Andrew Dudum said $HIMS makes money when Customers are happy unlike healthcare companies which thrive regardless of treatments outcomes. If HIMS disrupt the healthcare system I make a ton of money and I contribute to change the world in better and this makes me feel even better. Not sure I could sleep well being invested in a traditional healthcare company. 🚨 $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN 🚨 $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN"  
[X Link](https://x.com/anyuser/status/1906421878350025166)  2025-03-30T19:02Z [----] followers, [----] engagements


"$LMND My update after Q1 ER🔥"  
[X Link](https://x.com/anyuser/status/1921194558529970194)  2025-05-10T13:24Z [----] followers, [----] engagements


"Among the [--] stocks I own I am probably most excited about $LMND earnings as it is the only one I expect to take action on. Ill increase substantially my position if My Proprietary Adjusted Rule of [--] Score for Car will improve"  
[X Link](https://x.com/anyuser/status/1947746293520191659)  2025-07-22T19:51Z [----] followers, [----] engagements


"I agree $LMND is highly asymmetric to the upside I'm not afraid of being wrong. The chances are low and the upside of being right is substantial. That's why I'm the madman all in $LMND while it's down 75% from its highs. I'm not afraid of being wrong. The chances are low and the upside of being right is substantial. That's why I'm the madman all in $LMND while it's down 75% from its highs"  
[X Link](https://x.com/anyuser/status/1949841094717460589)  2025-07-28T14:35Z [----] followers, [----] engagements


"$LMND is poised to reach best in class retention and premium per customer News: $LMND pet improves today with multi-pet discounts Lemonade is already dominating the $18B pet insurance market expected to grow to $49B by [----]. This update will likely increase average premium per customer and customer lifetime value long term while reducing churn. News: $LMND pet improves today with multi-pet discounts Lemonade is already dominating the $18B pet insurance market expected to grow to $49B by [----]. This update will likely increase average premium per customer and customer lifetime value long term"  
[X Link](https://x.com/anyuser/status/1955008920323273209)  2025-08-11T20:50Z [----] followers, [----] engagements


"Its over 😂 $LMND Cramer said on Mad Money yesterday that $LMND "is the play" not $ROOT. How could he do this to us 😭 Cramer said on Mad Money yesterday that $LMND "is the play" not $ROOT. How could he do this to us 😭"  
[X Link](https://x.com/anyuser/status/1955500517985227082)  2025-08-13T05:23Z [----] followers, [----] engagements


"$MELI is going to get a large part of LatAm logistic commerce and financial markets. If they keep executing I believe $1T market cap in under [--] years is likely $MELI just launched a new B2B play: Mercado Libre Negocios A wholesale platform for entrepreneurs companies and governments to buy in bulk with ease security and better pricing. Targeting higher order frequency larger volumes and bigger billing. https://t.co/9y0AxYsOHj $MELI just launched a new B2B play: Mercado Libre Negocios A wholesale platform for entrepreneurs companies and governments to buy in bulk with ease security and better"  
[X Link](https://x.com/anyuser/status/1964301474088759597)  2025-09-06T12:15Z [----] followers, [----] engagements


"@danielisdizzy Insane how $LMND is still so undervalued"  
[X Link](https://x.com/anyuser/status/1966231286181449967)  2025-09-11T20:04Z [----] followers, [----] engagements


"I have some difficulties in evaluating $NBIS share price growth is so strong that you cant just model it. Im probably waiting some quarters before growth go lower than 50% YoY to even thinking about thinking of ifwhen to sell. $NBIS I think something happened while I was sleeping 😂 +44% AH https://t.co/WC4nhwMqNg $NBIS I think something happened while I was sleeping 😂 +44% AH https://t.co/WC4nhwMqNg"  
[X Link](https://x.com/anyuser/status/1966939900621554107)  2025-09-13T18:59Z [----] followers, [----] engagements


"$LMND and $ODD have basically no competition"  
[X Link](https://x.com/anyuser/status/1968390523145826314)  2025-09-17T19:04Z [----] followers, [---] engagements


"$LMND Business Ontology"  
[X Link](https://x.com/anyuser/status/1969107566375342560)  2025-09-19T18:33Z [----] followers, [----] engagements


"What a brave life for $LMND short sellers 😂 Looks like $LMND short sellers are indeed reloading for another round of pain. According to @S3Partners short interest has spiked back up to [----] million shares. They shared their latest report: https://t.co/SD9Anw0USq https://t.co/ZbrZnUmHNU Looks like $LMND short sellers are indeed reloading for another round of pain. According to @S3Partners short interest has spiked back up to [----] million shares. They shared their latest report: https://t.co/SD9Anw0USq https://t.co/ZbrZnUmHNU"  
[X Link](https://x.com/anyuser/status/1973051291778584901)  2025-09-30T15:44Z [----] followers, [----] engagements


"I have the feeling that $LMND distribution will be upgraded soon 🚀 What the fuck. what are they cooking Meta Paypal Fiver Glad I am invested $LMND What the fuck. what are they cooking Meta Paypal Fiver Glad I am invested $LMND"  
[X Link](https://x.com/anyuser/status/1978471534437011866)  2025-10-15T14:42Z [----] followers, [----] engagements


"👀 FASCINATING Is $LMND positioning itself as the insurance provider for Tesla Robotaxi and fully unsupervised FSD FASCINATING Is $LMND positioning itself as the insurance provider for Tesla Robotaxi and fully unsupervised FSD"  
[X Link](https://x.com/anyuser/status/1979121156293603682)  2025-10-17T09:43Z [----] followers, [----] engagements


"Correct the second is much simpler. $HIMS and $LMND are my two biggest positions If you think $HIMS is going to disrupt health care you should definitely think $LMND is going to disrupt insurance If you think $HIMS is going to disrupt health care you should definitely think $LMND is going to disrupt insurance"  
[X Link](https://x.com/anyuser/status/1984675717116797233)  2025-11-01T17:35Z [----] followers, [----] engagements


"@shai_wininger What do you mean without insurance there would be no AI"  
[X Link](https://x.com/BastianelliLore/status/2021636641128091669)  2026-02-11T17:25Z [----] followers, [----] engagements


"$ZETA on the possibility to vibe coding their platform 👇 I've had the question from a few of you on calls before like "Oh couldn't somebody just go build this with AI and some vibe-coding" And the answer is no because this deterministic foundation again was built in our forge. It takes a lot of understanding of how to build technology that comes back to an individual and route that through LLM MCPs so that the application can work. And third contextual intelligence. This is the crown jewel in a lot of ways. This is what creates memory. This is what creates personalization this is what make"  
[X Link](https://x.com/BastianelliLore/status/2021827715083436457)  2026-02-12T06:04Z [----] followers, [---] engagements


"SaaS companies are facing a classic Innovator's Dilemma. Path 1: Stick to subscriptions get disrupted by agents Path 2: Pivot to agentic cannibalize your revenue The ones that choose path [--] before Wall Street forces them will win. The rest will be case studies"  
[X Link](https://x.com/BastianelliLore/status/2021860911917482296)  2026-02-12T08:16Z [----] followers, [---] engagements


"@cryptorover Wasnt the Netherlands tax friendly"  
[X Link](https://x.com/BastianelliLore/status/2021983257362133335)  2026-02-12T16:22Z [----] followers, [----] engagements


"If I didnt know what I own at this point I would be quite demoralized lol"  
[X Link](https://x.com/BastianelliLore/status/2021983692567335009)  2026-02-12T16:24Z [----] followers, [----] engagements


"$LMND isn't just AI-enabled. It's the AI enabler. Self-driving cars need insurance to deploy. is the only one building for them. When AI robots AI doctors AI warehouses need coverage guess who already has the infrastructure The ones who insure the future get to define it. https://twitter.com/i/web/status/2022030201430094089 https://twitter.com/i/web/status/2022030201430094089"  
[X Link](https://x.com/BastianelliLore/status/2022030201430094089)  2026-02-12T19:29Z [----] followers, [----] engagements


"Volatility is the tax on being right early. Diversification is comfort food for average returns. I hold [--] names. A few will go to zero. The survivors 100x+ compounding machines. That's not gambling. That's math + conviction. Who's with me in the discomfort zone 🚀"  
[X Link](https://x.com/BastianelliLore/status/2022083455576674373)  2026-02-12T23:00Z [----] followers, [---] engagements


"AI disruption thesis in one sentence: Switching costs zero when agents do the work generative UI copies the old screen and onboarding is instant. Only real moat left Pure data + distribution. My portfolio is built around exactly that. SaaS is toast unless it evolves. Data moat or die. 🔥 leading the pack https://twitter.com/i/web/status/2022143833018888403 https://twitter.com/i/web/status/2022143833018888403"  
[X Link](https://x.com/BastianelliLore/status/2022143833018888403)  2026-02-13T03:00Z [----] followers, [---] engagements


"Tonight Ill publish my first deep dive on $ZETA. Subscribe (for free) to Lorenzo2cents (link in Bio) to get it in your inbox 🚀"  
[X Link](https://x.com/BastianelliLore/status/2022255370371047650)  2026-02-13T10:23Z [----] followers, [---] engagements


"Guys remember that the P/E of a company with earnings per share of -10$ and with a share price of -100$ is still [--] 🙃 $HIMS"  
[X Link](https://x.com/BastianelliLore/status/2020102729763278967)  2026-02-07T11:49Z [----] followers, [---] engagements


"@heyDhavall K2.5 best trade off as of now far from Sonnet and Opus but its the only affordable solution out there for OpenClaw"  
[X Link](https://x.com/BastianelliLore/status/2021574002469183527)  2026-02-11T13:16Z [----] followers, [---] engagements


"🔥 [--] things which matter in the thesis "SaaS will be disrupted by AI": 1- AI-powered onboarding facilitate change management and so the adoption of a new tool 2- Generative UI allows to replicate the UI of the old tool facilitating change management and adoption of a new tool [--] - Digital Humans (orchestrated agents which replicate a human being at work in front of a PC AKA OpenClawd/Coworkers) will use API of whatever tool to do the work so swithing over to a different tool has no friction All in all for SaaS switching cost are going to plummet unless you have a data moat 👇 = Data moat - The"  
[X Link](https://x.com/BastianelliLore/status/2021872250199097537)  2026-02-12T09:01Z [----] followers, [--] engagements


"🔥 [--] things which matter in the thesis "SaaS will be disrupted by AI": 1- AI-powered onboarding facilitate change management and so the adoption of a new tool 2- Generative UI allows to replicate the UI of the old tool facilitating change management and adoption of a new tool [--] - Digital Humans (orchestrated agents which replicate a human being at work in front of a PC AKA OpenClawd/Coworkers) will use API of whatever tool to do the work so swithing over to a different tool has no friction All in all for SaaS switching cost are going to plummet unless you have a data moat 👇 = Data moat - The"  
[X Link](https://x.com/BastianelliLore/status/2021873592447725662)  2026-02-12T09:06Z [----] followers, [---] engagements


"Good question I build a blueprint (which I call Business Ontology) of the company where I basically monitor specific KPIs and have expectation about how they will trend. Such expectations tell me if the business is moving according to my thesis. When my expectations are not met I consider the thesis rejected. At that point I exit the position. https://twitter.com/i/web/status/2021881743775531114 https://twitter.com/i/web/status/2021881743775531114"  
[X Link](https://x.com/BastianelliLore/status/2021881743775531114)  2026-02-12T09:39Z [----] followers, [---] engagements


"@Scobleizer @openclaw Personal compute clouds for agents. The future is local-first encrypted agent-owned. Not renting from the giants"  
[X Link](https://x.com/BastianelliLore/status/2021922749258649713)  2026-02-12T12:22Z [----] followers, [---] engagements


"If you own both $DUOL and $HIMS for [--] months at least you probably think you are doomed but you are actually in a much stronger position that if you just owned only one of them. Listen to this and thank me later for opening your mind 👇 The chances for both your $DUOL and $HIMS bullish thesis to be wrong are actually very low. One of the two will statistically works. Now in the last [--] months both stocks are down 66% which means that you can take advantage of it (same loss) in at least three ways: - rebalancing the two weights if you think you are disproportionately exposed on one of the two -"  
[X Link](https://x.com/BastianelliLore/status/2021676726590267710)  2026-02-11T20:04Z [----] followers, [----] engagements


"UI on Demand"  
[X Link](https://x.com/BastianelliLore/status/2021834965235753241)  2026-02-12T06:33Z [----] followers, [---] engagements


"Institutional taking advantage of $HIMS retail investors $HIMS institutional ownership also increased while the share price dropped Retail sold while smart money added Institutions do not have a [--] month time horizon If you want a [--] X return you must take advantage of positions that go on sale And be ready for this https://t.co/2x5Ej4WTmp $HIMS institutional ownership also increased while the share price dropped Retail sold while smart money added Institutions do not have a [--] month time horizon If you want a [--] X return you must take advantage of positions that go on sale And be ready for"  
[X Link](https://x.com/BastianelliLore/status/2021840605454758312)  2026-02-12T06:55Z [----] followers, [----] engagements


"Everyone wants the comfort of consensus. I want the discomfort of being right early. That's the thesis. That's the thesis. That's every position in my portfolio. Concentration in the inevitable"  
[X Link](https://x.com/BastianelliLore/status/2021929400145526961)  2026-02-12T12:48Z [----] followers, [---] engagements


"@PeterDiamandis @PeterDiamandis we must fight for privacy. There is no freedom without privacy. The fact that we have tech that allows to cancel privacy doesnt mean we hav lost. Dont be that guy who convinces people to give up. Be the guy that motivate people to fight for rights and freedom"  
[X Link](https://x.com/BastianelliLore/status/2021955448128315826)  2026-02-12T14:31Z [----] followers, [---] engagements


"Once we get models at Opus [---] level intelligence for the price of Kimi K2.5 productivity is going to absolutely skyrocket. 🚀"  
[X Link](https://x.com/BastianelliLore/status/2022038896536957177)  2026-02-12T20:03Z [----] followers, [---] engagements


"@VadimStrizheus Sorry 🙃 Im guilty 😂 I cannot what it right now unfortunately. @grok what the job of the agents explained in the video what do they accomplish"  
[X Link](https://x.com/BastianelliLore/status/2022055140598173705)  2026-02-12T21:08Z [----] followers, [--] engagements


"@grok 30$ a month With Sonnet I spend it in a day just to automate some tasks 30$ a day with [--] agents maybe if you have all the models locally you spend 30$ of electricity 🙃"  
[X Link](https://x.com/BastianelliLore/status/2022057954347036834)  2026-02-12T21:19Z [----] followers, [--] engagements


"If you don't know exactly what you own right now you'd be demoralized AF in this tape lol. But when you do Every dip feels like Black Friday for trillion-dollar futures. Concentration in the inevitable chasing consensus safety. 65% CAGR since '24 isn't luck. It's asymmetry. Who's still holding strong 💪 https://twitter.com/i/web/status/2022128901699363295 https://twitter.com/i/web/status/2022128901699363295"  
[X Link](https://x.com/BastianelliLore/status/2022128901699363295)  2026-02-13T02:01Z [----] followers, [---] engagements


"$LMND isn't just AI-enabled. It's the AI enabler. Self-driving cars need insurance to deploy. $LMND is the only one building for them. When AI robots AI doctors AI warehouses need coverage guess who already has the infrastructure The ones who insure the future get to define it. https://twitter.com/i/web/status/2022198147364045021 https://twitter.com/i/web/status/2022198147364045021"  
[X Link](https://x.com/BastianelliLore/status/2022198147364045021)  2026-02-13T06:36Z [----] followers, [----] engagements


"@jackhnels @openclaw Better than Kimi k2.5"  
[X Link](https://x.com/BastianelliLore/status/2022199026222002539)  2026-02-13T06:39Z [----] followers, [---] engagements


"Space infrastructure is the new cloud infrastructure. $RKLB earnings Feb [--]. First profitable year. People laughed at the 10x. Wait until they see the 100x. It's not about rockets. It's about the orbital data layer nobody else has"  
[X Link](https://x.com/BastianelliLore/status/2022230727429931356)  2026-02-13T08:45Z [----] followers, [----] engagements


"@cb_doge This is why I do not bet against founders with "impossible" timelines. The market discounts visionaries until the results become undeniable. $TSLA was "overvalued" at $50B too"  
[X Link](https://x.com/BastianelliLore/status/2022285116291076497)  2026-02-13T12:21Z [----] followers, [---] engagements

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