[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @BastianelliLore Lorenzo2cents | Business Ontology Lorenzo2cents | Business Ontology posts on X about hims, $lmnd, $odd, tesla the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1679156148/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXXX -XX% - X Months XXXXXXX +1,161% ### Mentions: XX [#](/creator/twitter::1679156148/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +856% ### Followers: XXXXX [#](/creator/twitter::1679156148/followers)  - X Week XXXXX +12% - X Month XXXXX +1.30% - X Months XXXXX +32% ### CreatorRank: XXXXXXX [#](/creator/twitter::1679156148/influencer_rank)  ### Social Influence [#](/creator/twitter::1679156148/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) XXXX% [countries](/list/countries) XXXX% [celebrities](/list/celebrities) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [hims](/topic/hims) 11.11%, [$lmnd](/topic/$lmnd) #119, [$odd](/topic/$odd) #1, [tesla](/topic/tesla) 7.41%, [$nbis](/topic/$nbis) #19, [stocks](/topic/stocks) #2003, [$tsla](/topic/$tsla) 5.56%, [meta](/topic/meta) #3817, [wellness](/topic/wellness) #283, [$hims](/topic/$hims) XXXX% **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@alc2022](/creator/undefined) [@peterjwolff](/creator/undefined) [@paperbaginvest](/creator/undefined) [@f4845uh](/creator/undefined) [@arrighipa](/creator/undefined) [@elonmusk](/creator/undefined) [@tesla](/creator/undefined) [@teslaconomics](/creator/undefined) [@teslacarsonly](/creator/undefined) [@nebiushouse](/creator/undefined) [@alexanderdww](/creator/undefined) [@robotaxi](/creator/undefined) [@tslachan](/creator/undefined) [@alexander_dww](/creator/undefined) [@tperachoritis](/creator/undefined) [@carlosfagar](/creator/undefined) [@grok](/creator/undefined) [@shotcalla805](/creator/undefined) [@harunaa262](/creator/undefined) **Top assets mentioned** [Lemonade, Inc. (LMND)](/topic/$lmnd) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Tesla, Inc. (TSLA)](/topic/tesla) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Palantir (PLTR)](/topic/$pltr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) ### Top Social Posts [#](/creator/twitter::1679156148/posts) --- Top posts by engagements in the last XX hours "🧵 This was my Portfolio Update end of June: After +100% in 2024 doing good in 2025 so far X Portfolio up +34% YTD 🚀 - NASDAQ: -X% 📉 - S&P 500: +0.5% 🟢 I may make some moves after the coming ERs"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946964347093184945) 2025-07-20 16:04:07 UTC 2067 followers, XXX engagements "Odditys Beauty-Tech Boom 1/ Oddity (ticker $ODD) reported a XX% revenue growth in Q1 2025 with $87M free cash flow and nearly XX% gross margins. 2/ Their AI-driven direct-to-consumer model is redefining beauty tech mixing personalization with scalable tech. 3/ Its a reminder that beauty isnt just luxury its a tech-enabled essential for many. Could this be the future of retail"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1942633596923396464) 2025-07-08 17:15:16 UTC 2200 followers, XXX engagements "Pre 2021 the salary situation was similar to now but inflation was under control at least. In the last years I wondered how normal people could keep spending at this pace (In Italy restaurants and hotels have been full destpite prices kept rising). Sooner or later the cycle will end badly"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948740512606744966) 2025-07-25 13:41:58 UTC 2192 followers, XXX engagements "Hard to replicate: Incumbents rely on wholesale/retail models lacking first-party data moats and AI infrastructure. Shifting to DTC disrupts their operations requires massive R&D (e.g. ODDITY LABS with XX scientists) and building trust and scale from scratch is resource-intensive. Sound familiar Access to my deep dive for free (Link in Bio)"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948778534954033161) 2025-07-25 16:13:03 UTC 2203 followers, XXX engagements "Private cars Robotaxies Robots Diners Robots at home (Optimus) Solar & Batteries Chargers we will be able to live a seamless $TSLA experience all day long. @elonmusk is building an ecosystem I would not be surprised to see -anytime soon - a Tesla-xAI-powered mobile device to close the chain. Another possibility is a Tesla-xAI OS to be licensed to hw devices manufactures"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1947255259300008109) 2025-07-21 11:20:06 UTC 2066 followers, XXX engagements "Is $NBIS the Apple of Datacenters 🚀 Imagine buying $NVDA with leverageNebius is crushing it in AI cloud with 600%+ growth NVIDIA backing & elite ex-Yandex talent. Full-stack verticalization for unbeatable efficiency Why its poised for 50%+ CAGR & outpacing hyperscaler I address it and more in my deep dive (link in bio)"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946219832791208035) 2025-07-18 14:45:41 UTC 2067 followers, 1273 engagements "I am seriously considering investing in $NBIS. @NebiusHouse Nebius is not reporting quarterly its cash flow statement does it concern you any idea why"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1949030786272804880) 2025-07-26 08:55:25 UTC 2204 followers, XXX engagements "4 Key moves: - Sold SE ❌ - Bought MELI 🛒 - Adjusted PLTR & HIMS - Used options for extra returns 💸"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946964350142431275) 2025-07-20 16:04:08 UTC 2028 followers, XX engagements "Hims and Hers Retention Power 1/ Hims boasts XX% user retention at X weeks and XX% at XX weeks well above the XX% industry baseline. 2/ Their AI + platform approach creates habit-forming healthcare thats personalized and affordable. 3/ Telehealths future is sticky subscriptions not one-off visits. Would you pay for that convenience"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946978408589894006) 2025-07-20 17:00:00 UTC 2066 followers, XXX engagements "As per my policy I cannot own more than XX stocks meaning that to buy $NBIS I need to get rid of one stock I own. Candidates are $META and $PLTR. Evaluating now"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1949056170867712300) 2025-07-26 10:36:17 UTC 2204 followers, 1443 engagements "If you believe in $LMND you should study $ODD. Oddity is disrupting beauty and wellness incumbents just as Lemonade is disrupting insurance incumbents. With a P/E of XX $ODD is one of the most undervalued companies in the market. FinX skeptics dismiss it as a scam without factual evidence to support their claims (prove me wrong). Despite a XX% YTD increase short interest on the float remains at 19%. In other words the share price could surge significantly this year if my thesis holds. 👇"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948778530260595138) 2025-07-25 16:13:02 UTC 2203 followers, 2734 engagements "Oddity's flywheel: Its DTC model collects vast customer data via quizzes and interactions fueling AI for personalized beauty and wellness product matching (e.g. acne tracking with XX% accuracy) driving high satisfaction repeat purchases (60% of revenue) and more data for refinementcreating self-reinforcing growth. DTC is key enabling direct data access AI personalization and control over customer experience bypassing retail intermediaries for efficiency and loyalty (e.g. 100%+ repeat purchase rate). 👇"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948778533536346595) 2025-07-25 16:13:03 UTC 2203 followers, XXX engagements "All what matters now is on track $TSLA Q2 2025 was a seminal point in Tesla's history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in Al robotics and related services Our first Robotaxi service launched in Austin in June. While the service is limited in initial scope we believe our approach to autonomy - a camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles - allows us to continually improve safety rapidly scale the network and improve profitability We"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948118751292817467) 2025-07-23 20:31:19 UTC 2203 followers, XXX engagements "Oddity is positioned as a disruptive force in the beauty and wellness industry primarily through its flagship brands IL MAKIAGE and SpoiledChild. The company is evolving beyond traditional consumer products by developing a telehealth platform (referred to as Brand 3) which could mirror successful models like $HIMS expanding into broader health and wellness services. Like $LMND $ODD is adding new products and verticals to cross-sell to its customer base. 👇"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948778531850236188) 2025-07-25 16:13:03 UTC 2203 followers, XXX engagements "Rocket Lab is gearing up for serious lift-off. With a $606M backlog strong government ties and rising satellite momentum RKLBs future isnt just bright its booked. The long game is in motion. Full story via @BastianelliLore #RocketLab #SpaceEconomy #RKLBgrowth #SatelliteBoom #BacklogPower"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1935306499737149868) 2025-06-18 12:00:00 UTC 2065 followers, XXX engagements "@alexander_dww Agree both excellent companies Tough decision but thats why I adopt this policy (max XX stocks) to think ten times before to do anything and only take action with strong conviction"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1949068630571823529) 2025-07-26 11:25:48 UTC 2202 followers, XX engagements "Rocket Labs Asymmetric Space Bets 1/ Rocket Lab isnt just launching rockets its building space infrastructure for the long haul. 2/ Q1 backlog grew by X% and their Neutron booster aims to enable reusable spaceflight. 3/ This is an asymmetric bet: huge upside but high execution risk. Would you take that risk"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1945528865993990393) 2025-07-16 17:00:02 UTC 2067 followers, XXX engagements "Among the XX stocks I own I am probably most excited about $LMND earnings as it is the only one I expect to take action on. Ill increase substantially my position if My Proprietary Adjusted Rule of XX Score for Car will improve"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1947746293520191659) 2025-07-22 19:51:18 UTC 2066 followers, 2870 engagements "$RKLB made a 2X from my last update in May where I explained why Rocket Lab investment was Increasing the Asymmetry (go check it at the link in bio). I believe the market figured it out. $RKLB is now XX% of my portfolio (7X since I published my deep dive in Sept 2024) but I am not trimming because it could 10x from here in the next few months or so. Of course it could also lose XX% or more of the market cap based on market sentiment and how far investors will look"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946228133889544471) 2025-07-18 15:18:40 UTC 2067 followers, XXX engagements "I publish rarely about $TSLA but it will be the biggest company in a few years (8% of my portfolio now)"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946576664533631185) 2025-07-19 14:23:37 UTC 2066 followers, XXX engagements "Nebius The AI Cloud Infrastructure Play 1/ The AI cloud market is projected to hit $647B by 2030 with a XX% CAGR. Nebius targets 1520% market share. 2/ They reported XXX% YoY growth while innovating energy recycling from server heat talk about efficiency and scale 3/ Think of Nebius as the leveraged play on AI hardware infrastructure without paying $NVDA prices. Intriguing right"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1945166472856080494) 2025-07-15 17:00:01 UTC 2079 followers, XXX engagements "5 Plan: Hold steady unless fundamentals change. 🧘♂"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946964350859665905) 2025-07-20 16:04:08 UTC 2028 followers, XXX engagements "If the coming ER will confirm the trend of selected KPIs I'll be adding big to my already considerable (68% of portfolio) position $LMND hoping the market don't wake up sooner than that"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946947073359638700) 2025-07-20 14:55:29 UTC 2066 followers, XXX engagements "Business Ontology & AI Moats 1/ Tesla Rocket Lab Meta Duolingo Lemonade Hims what ties them AI-driven business ontologies giving scale & durable moats. 2/ The AI backbone lets them operate more efficiently and adapt faster than legacy players. 3/ The future belongs to those who embed AI at the core are you ready to invest in AI-first companies"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1944804334199312468) 2025-07-14 17:01:00 UTC 2052 followers, XXX engagements "Mark is cooking $META: 1) Improved Advertising: AI automates ad targeting and creative boosting Reels conversion rates and more advertisers use AI tools. Aims to grow advertising's GDP share. 2) Engaging Experiences: AI boosts time spent on FoA. Enables personalized interactive content beyond video. 3) Business Messaging: WhatsApp (3B+ users) Messenger (1B+) and Instagram messaging grow. AI agents will enable scalable customer support/sales. 4) Meta AI: Nearly 1B users; new app offers personalized voice-driven entertaining AI interactions. 5) AI Devices: Glasses enable AI and metaverse"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1949105949664309689) 2025-07-26 13:54:05 UTC 2204 followers, XXX engagements "$ODD is already XX% of my portfolio so I am good like that I do not plan for any change to the position. I expect they keep delivering on their XX% + growth goal and likely they will accelerate with brand X launch 🚀 Every quarter my conviction increase as I see the management executing their plan. Hold and get rich 🤑 thats my strategy for now 😂😎"  [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1947904484169990300) 2025-07-23 06:19:53 UTC 2056 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BastianelliLore Lorenzo2cents | Business Ontology
Lorenzo2cents | Business Ontology posts on X about hims, $lmnd, $odd, tesla the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +1,161%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +856%
Followers: XXXXX #
- X Week XXXXX +12%
- X Month XXXXX +1.30%
- X Months XXXXX +32%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% automotive brands XXXX% exchanges XXXX% countries XXXX% celebrities XXXX% social networks XXXX%
Social topic influence hims 11.11%, $lmnd #119, $odd #1, tesla 7.41%, $nbis #19, stocks #2003, $tsla 5.56%, meta #3817, wellness #283, $hims XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @alc2022 @peterjwolff @paperbaginvest @f4845uh @arrighipa @elonmusk @tesla @teslaconomics @teslacarsonly @nebiushouse @alexanderdww @robotaxi @tslachan @alexander_dww @tperachoritis @carlosfagar @grok @shotcalla805 @harunaa262
Top assets mentioned Lemonade, Inc. (LMND) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) Tesla, Inc. (TSLA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Hims & Hers Health, Inc. (HIMS) Duolingo, Inc. Class A Common Stock (DUOL) NVIDIA Corp. (NVDA) Metadium (META) Palantir (PLTR) Rocket Lab USA, Inc. Common Stock (RKLB)
Top Social Posts #
Top posts by engagements in the last XX hours
"🧵 This was my Portfolio Update end of June: After +100% in 2024 doing good in 2025 so far X Portfolio up +34% YTD 🚀 - NASDAQ: -X% 📉 - S&P 500: +0.5% 🟢 I may make some moves after the coming ERs"
@BastianelliLore on X 2025-07-20 16:04:07 UTC 2067 followers, XXX engagements
"Odditys Beauty-Tech Boom 1/ Oddity (ticker $ODD) reported a XX% revenue growth in Q1 2025 with $87M free cash flow and nearly XX% gross margins. 2/ Their AI-driven direct-to-consumer model is redefining beauty tech mixing personalization with scalable tech. 3/ Its a reminder that beauty isnt just luxury its a tech-enabled essential for many. Could this be the future of retail" @BastianelliLore on X 2025-07-08 17:15:16 UTC 2200 followers, XXX engagements
"Pre 2021 the salary situation was similar to now but inflation was under control at least. In the last years I wondered how normal people could keep spending at this pace (In Italy restaurants and hotels have been full destpite prices kept rising). Sooner or later the cycle will end badly" @BastianelliLore on X 2025-07-25 13:41:58 UTC 2192 followers, XXX engagements
"Hard to replicate: Incumbents rely on wholesale/retail models lacking first-party data moats and AI infrastructure. Shifting to DTC disrupts their operations requires massive R&D (e.g. ODDITY LABS with XX scientists) and building trust and scale from scratch is resource-intensive. Sound familiar Access to my deep dive for free (Link in Bio)" @BastianelliLore on X 2025-07-25 16:13:03 UTC 2203 followers, XXX engagements
"Private cars Robotaxies Robots Diners Robots at home (Optimus) Solar & Batteries Chargers we will be able to live a seamless $TSLA experience all day long. @elonmusk is building an ecosystem I would not be surprised to see -anytime soon - a Tesla-xAI-powered mobile device to close the chain. Another possibility is a Tesla-xAI OS to be licensed to hw devices manufactures" @BastianelliLore on X 2025-07-21 11:20:06 UTC 2066 followers, XXX engagements
"Is $NBIS the Apple of Datacenters 🚀 Imagine buying $NVDA with leverageNebius is crushing it in AI cloud with 600%+ growth NVIDIA backing & elite ex-Yandex talent. Full-stack verticalization for unbeatable efficiency Why its poised for 50%+ CAGR & outpacing hyperscaler I address it and more in my deep dive (link in bio)" @BastianelliLore on X 2025-07-18 14:45:41 UTC 2067 followers, 1273 engagements
"I am seriously considering investing in $NBIS. @NebiusHouse Nebius is not reporting quarterly its cash flow statement does it concern you any idea why" @BastianelliLore on X 2025-07-26 08:55:25 UTC 2204 followers, XXX engagements
"4 Key moves: - Sold SE ❌ - Bought MELI 🛒 - Adjusted PLTR & HIMS - Used options for extra returns 💸" @BastianelliLore on X 2025-07-20 16:04:08 UTC 2028 followers, XX engagements
"Hims and Hers Retention Power 1/ Hims boasts XX% user retention at X weeks and XX% at XX weeks well above the XX% industry baseline. 2/ Their AI + platform approach creates habit-forming healthcare thats personalized and affordable. 3/ Telehealths future is sticky subscriptions not one-off visits. Would you pay for that convenience" @BastianelliLore on X 2025-07-20 17:00:00 UTC 2066 followers, XXX engagements
"As per my policy I cannot own more than XX stocks meaning that to buy $NBIS I need to get rid of one stock I own. Candidates are $META and $PLTR. Evaluating now" @BastianelliLore on X 2025-07-26 10:36:17 UTC 2204 followers, 1443 engagements
"If you believe in $LMND you should study $ODD. Oddity is disrupting beauty and wellness incumbents just as Lemonade is disrupting insurance incumbents. With a P/E of XX $ODD is one of the most undervalued companies in the market. FinX skeptics dismiss it as a scam without factual evidence to support their claims (prove me wrong). Despite a XX% YTD increase short interest on the float remains at 19%. In other words the share price could surge significantly this year if my thesis holds. 👇" @BastianelliLore on X 2025-07-25 16:13:02 UTC 2203 followers, 2734 engagements
"Oddity's flywheel: Its DTC model collects vast customer data via quizzes and interactions fueling AI for personalized beauty and wellness product matching (e.g. acne tracking with XX% accuracy) driving high satisfaction repeat purchases (60% of revenue) and more data for refinementcreating self-reinforcing growth. DTC is key enabling direct data access AI personalization and control over customer experience bypassing retail intermediaries for efficiency and loyalty (e.g. 100%+ repeat purchase rate). 👇" @BastianelliLore on X 2025-07-25 16:13:03 UTC 2203 followers, XXX engagements
"All what matters now is on track $TSLA Q2 2025 was a seminal point in Tesla's history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in Al robotics and related services Our first Robotaxi service launched in Austin in June. While the service is limited in initial scope we believe our approach to autonomy - a camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles - allows us to continually improve safety rapidly scale the network and improve profitability We" @BastianelliLore on X 2025-07-23 20:31:19 UTC 2203 followers, XXX engagements
"Oddity is positioned as a disruptive force in the beauty and wellness industry primarily through its flagship brands IL MAKIAGE and SpoiledChild. The company is evolving beyond traditional consumer products by developing a telehealth platform (referred to as Brand 3) which could mirror successful models like $HIMS expanding into broader health and wellness services. Like $LMND $ODD is adding new products and verticals to cross-sell to its customer base. 👇" @BastianelliLore on X 2025-07-25 16:13:03 UTC 2203 followers, XXX engagements
"Rocket Lab is gearing up for serious lift-off. With a $606M backlog strong government ties and rising satellite momentum RKLBs future isnt just bright its booked. The long game is in motion. Full story via @BastianelliLore #RocketLab #SpaceEconomy #RKLBgrowth #SatelliteBoom #BacklogPower" @BastianelliLore on X 2025-06-18 12:00:00 UTC 2065 followers, XXX engagements
"@alexander_dww Agree both excellent companies Tough decision but thats why I adopt this policy (max XX stocks) to think ten times before to do anything and only take action with strong conviction" @BastianelliLore on X 2025-07-26 11:25:48 UTC 2202 followers, XX engagements
"Rocket Labs Asymmetric Space Bets 1/ Rocket Lab isnt just launching rockets its building space infrastructure for the long haul. 2/ Q1 backlog grew by X% and their Neutron booster aims to enable reusable spaceflight. 3/ This is an asymmetric bet: huge upside but high execution risk. Would you take that risk" @BastianelliLore on X 2025-07-16 17:00:02 UTC 2067 followers, XXX engagements
"Among the XX stocks I own I am probably most excited about $LMND earnings as it is the only one I expect to take action on. Ill increase substantially my position if My Proprietary Adjusted Rule of XX Score for Car will improve" @BastianelliLore on X 2025-07-22 19:51:18 UTC 2066 followers, 2870 engagements
"$RKLB made a 2X from my last update in May where I explained why Rocket Lab investment was Increasing the Asymmetry (go check it at the link in bio). I believe the market figured it out. $RKLB is now XX% of my portfolio (7X since I published my deep dive in Sept 2024) but I am not trimming because it could 10x from here in the next few months or so. Of course it could also lose XX% or more of the market cap based on market sentiment and how far investors will look" @BastianelliLore on X 2025-07-18 15:18:40 UTC 2067 followers, XXX engagements
"I publish rarely about $TSLA but it will be the biggest company in a few years (8% of my portfolio now)" @BastianelliLore on X 2025-07-19 14:23:37 UTC 2066 followers, XXX engagements
"Nebius The AI Cloud Infrastructure Play 1/ The AI cloud market is projected to hit $647B by 2030 with a XX% CAGR. Nebius targets 1520% market share. 2/ They reported XXX% YoY growth while innovating energy recycling from server heat talk about efficiency and scale 3/ Think of Nebius as the leveraged play on AI hardware infrastructure without paying $NVDA prices. Intriguing right" @BastianelliLore on X 2025-07-15 17:00:01 UTC 2079 followers, XXX engagements
"5 Plan: Hold steady unless fundamentals change. 🧘♂" @BastianelliLore on X 2025-07-20 16:04:08 UTC 2028 followers, XXX engagements
"If the coming ER will confirm the trend of selected KPIs I'll be adding big to my already considerable (68% of portfolio) position $LMND hoping the market don't wake up sooner than that" @BastianelliLore on X 2025-07-20 14:55:29 UTC 2066 followers, XXX engagements
"Business Ontology & AI Moats 1/ Tesla Rocket Lab Meta Duolingo Lemonade Hims what ties them AI-driven business ontologies giving scale & durable moats. 2/ The AI backbone lets them operate more efficiently and adapt faster than legacy players. 3/ The future belongs to those who embed AI at the core are you ready to invest in AI-first companies" @BastianelliLore on X 2025-07-14 17:01:00 UTC 2052 followers, XXX engagements
"Mark is cooking $META: 1) Improved Advertising: AI automates ad targeting and creative boosting Reels conversion rates and more advertisers use AI tools. Aims to grow advertising's GDP share. 2) Engaging Experiences: AI boosts time spent on FoA. Enables personalized interactive content beyond video. 3) Business Messaging: WhatsApp (3B+ users) Messenger (1B+) and Instagram messaging grow. AI agents will enable scalable customer support/sales. 4) Meta AI: Nearly 1B users; new app offers personalized voice-driven entertaining AI interactions. 5) AI Devices: Glasses enable AI and metaverse" @BastianelliLore on X 2025-07-26 13:54:05 UTC 2204 followers, XXX engagements
"$ODD is already XX% of my portfolio so I am good like that I do not plan for any change to the position. I expect they keep delivering on their XX% + growth goal and likely they will accelerate with brand X launch 🚀 Every quarter my conviction increase as I see the management executing their plan. Hold and get rich 🤑 thats my strategy for now 😂😎" @BastianelliLore on X 2025-07-23 06:19:53 UTC 2056 followers, XX engagements