[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.] #  @CMDarnton Christian Darnton Christian Darnton posts on X about hims, $hims, pltr, $pltr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1936166431378300928/interactions)  - X Week XXXXXXX +717% ### Mentions: XX [#](/creator/twitter::1936166431378300928/posts_active)  ### Followers: XXXXX [#](/creator/twitter::1936166431378300928/followers)  - X Week XXXXX +297% ### CreatorRank: XXXXXXX [#](/creator/twitter::1936166431378300928/influencer_rank)  ### Social Influence [#](/creator/twitter::1936166431378300928/influence) --- **Social category influence** [stocks](/list/stocks) #2901 [technology brands](/list/technology-brands) [finance](/list/finance) **Social topic influence** [hims](/topic/hims) #11, [$hims](/topic/$hims) #9, [pltr](/topic/pltr) #24, [$pltr](/topic/$pltr) #13, [$amd](/topic/$amd) #25, [$spot](/topic/$spot) #1738, [weight loss](/topic/weight-loss), [palantir](/topic/palantir) #33, [hims hers](/topic/hims-hers) #9, [inference](/topic/inference) #32 **Top assets mentioned** [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Palantir (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [Spotify Technology (SPOT)](/topic/$spot) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts [#](/creator/twitter::1936166431378300928/posts) --- Top posts by engagements in the last XX hours "Most people think HIMS is a boner pill brand. Wrong. Its a deflationary platform eating a trillion-dollar industry bloated with middlemen and broken incentives. Theyre not tweaking healthcare. Theyre replacing it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110697962029159) 2025-07-15 13:18:23 UTC 2364 followers, 1701 engagements "Their secret weapon A centralized EMR brain that improves with every user. More data = better personalization = better outcomes = more users = repeat. This is the flywheel effect just like $PLTRs ontology"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110707147554910) 2025-07-15 13:18:25 UTC 2363 followers, 1047 engagements "This is where the puck is going: Biotracking Precision prevention Continuous diagnostics Affordable peptide therapy Healthspan-as-a-service And Hims & Hers is the only player building the rails the data graph and the distribution. You cant outspend this. You cant copy this"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700470624600564) 2025-07-11 15:54:39 UTC 2353 followers, XXX engagements "The truth is: US healthcare is structurally broken. 🩺 Pricing opacity 🧾 Insurance bloat 🩺No incentive for better outcomes HIMS is building the digital layer on top of this mess"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110701476884766) 2025-07-15 13:18:24 UTC 2364 followers, 1237 engagements "Under Lisa Su $AMD didnt just make better chips. They made a better business model. ✅ Modular chiplet architecture ✅ Aggressive bets on AI inference ✅ Cultural turnaround rooted in speed clarity and boldness Theyre not following trends. Theyre building the future"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492101728235924) 2025-07-16 14:33:57 UTC 2364 followers, XXX engagements "And the TAM Were talking: Sexual health Mental health Hair loss Weight loss Primary care Longevity Diagnostics Blood biomarkers Genomics This isnt niche. Its total healthcare reinvention"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706174164549708) 2025-07-14 10:30:57 UTC 2366 followers, XXX engagements "Bottom Line: HIMS is not a DTC pill company. Its a healthcare platform. Built from first principles. Vertically integrated. Intelligent. Scalable. This is the most misunderstood stock in consumer health. I bet the house on $PLTR at $X. Im betting big on $HIMS today"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329360120459621) 2025-07-13 09:33:38 UTC 2086 followers, XXX engagements "$HIMS is not a telehealth brand. Its building: a) Molecular health infrastructure b) A biological feedback loop from blood to behavior c) A vertically integrated engine with 100s of internalized micro-businesses This is a system not a storefront"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706163456508291) 2025-07-14 10:30:54 UTC 2365 followers, XXX engagements "Hims & Hers is building the Amazon of personalized healthcare. But not like your doctors office. Theyre going XX layers deeper: Blood diagnostics Genetic risk scores Peptides & hormone therapies AI-driven health matching Platform-controlled compound meds This is healthcare re-architected at the molecular level"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700455797698959) 2025-07-11 15:54:35 UTC 2352 followers, XXX engagements "They just hired a 20-year Amazon vet who scaled Kindle Prime Video & PillPack. He took AMZN from $X to empire. Now hes doing it again but in healthcare"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308637372916116) 2025-07-13 08:11:17 UTC 2084 followers, 2337 engagements "This Friday Im dropping one of the most important investment reports Ive ever written: Why Im All In On $AMD And Why It Could 100x. Most people are still chasing AI training. Theyre late. The next wave is inference and AMD owns the edge. Heres a preview 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1942313399901380758) 2025-07-07 20:02:55 UTC 2089 followers, 2996 engagements "I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945080441389609358) 2025-07-15 11:18:09 UTC 2366 followers, 3864 engagements "I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next. Wall Street thinks its just a DTC pill brand. Theyre dead wrong. I break down every bear case and show you the real story 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706161174859998) 2025-07-14 10:30:54 UTC 2365 followers, 15.6K engagements "They're dismantling the old healthcare model. No middlemen. No co-pays. No confusion. Just direct-to-patient care thats: Transparent Personalized Scalable This isnt Teladoc. Its Amazon for your biology"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706165331394866) 2025-07-14 10:30:55 UTC 2364 followers, XXX engagements "If Spotify is music as a service HIMS is Dont Die as a Service. Theyre building a healthcare operating system for a generation that lives online and wants control over their health"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110714428883050) 2025-07-15 13:18:27 UTC 2364 followers, 1488 engagements "People mocked me when I called $PLTR at $X. Same when I bet big on $AMD before AI blew up. Im used to it. But if you want to see how I spot these early and why $HIMS is next: 🎥 Read the full breakdown here: 🔗"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706175963918846) 2025-07-14 10:30:57 UTC 2366 followers, 1210 engagements "How I Built a $765000 Portfolio in My Early 20s No Hype No Leverage No Luck. I did it through deep conviction. By mastering one metric. And by ignoring everything the crowd was chasing. Heres the full breakdown playbook included 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1941828659431501844) 2025-07-06 11:56:44 UTC 2366 followers, 66.7K engagements "$AMDs approach is anti-fragile. 🔥 Chiplets = XX% cheaper production 🔥 Higher yield faster iteration 🔥 Built for adaptability This isnt just engineering. Its philosophy. Theyre betting on optionality and its paying off"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492105528267215) 2025-07-16 14:33:58 UTC 2366 followers, XXX engagements "And speaking of Amazon. $HIMS just hired Nader Kabbani a 20-year Amazon exec. He built Kindle. Scaled Prime Video. Launched PillPack. He took AMZN from $X to empire. Now hes doing it again but with medicine"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706167088775419) 2025-07-14 10:30:55 UTC 2365 followers, 1292 engagements "$HIMS isnt a telehealth app. Its building: a) Molecular health infrastructure to predict & prevent disease b) The first platform where your entire biology from blood to behavior becomes a feedback loop c) A scalable engine with 100s of embedded micro-businesses"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308634030141620) 2025-07-13 08:11:16 UTC 2157 followers, 2919 engagements "Churn risk is highusers just come for ED pills. That was true. But not anymore. HIMS is transitioning users into bundled daily health planstestosterone + mental health + skincare + weight loss. Dermatology retention is 85%. Daily offerings doubled YoY in Sexual Health. Multi-specialty adoption is accelerating. Retention isnt the problem. Its the engine"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329353187246571) 2025-07-13 09:33:36 UTC 2296 followers, XXX engagements "I went all-in on $PLTR at $X. Institutions ignored it. Now its one of my best investments. But today Ive found the next one. 👇 This time its $AMD. And heres why I believe itll outperform $NVDA. 🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492096380449155) 2025-07-16 14:33:55 UTC 2366 followers, 15.8K engagements "Coming soon. Addressing EVERY BEAR case against $HIMS"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944693909449327081) 2025-07-14 09:42:13 UTC 2364 followers, 6260 engagements "From sexual health to weight loss to longevity $HIMS is turning low-retention verticals into sticky high-margin subscription engines. Daily personalized multi-action treatment plans are now the core offering"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308639105167869) 2025-07-13 08:11:17 UTC 2222 followers, 2675 engagements "Many years ago I recorded countless podcasts with Antonio I was literally still a teenager We spoke about $PLTR and $SPOT when almost no one else was paying attention. People laughed when we said Palantir would be a multibagger. Today Those same names have gone 100X and created generational wealth. It will happen again. Stay sharp"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944114412392263991) 2025-07-12 19:19:30 UTC 2364 followers, 52.3K engagements "Heres the setup: ✔ Direct-to-consumer pricing ✔ No insurance bureaucracy ✔ Vertically integrated delivery ✔ An AI-driven EMR engine that learns Theyre turning data into better care"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110703402017278) 2025-07-15 13:18:24 UTC 2365 followers, 1146 engagements "This is my highest-conviction bet since Palantir. Not because of vibes. Because of fundamentals flywheels and long-term thinking. $HIMS is the front door to the future of healthcare. Bet accordingly. 📺 Full video breakdown 🔗"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110716375023931) 2025-07-15 13:18:27 UTC 2365 followers, 3165 engagements "Execution is elite. ✔ 1M+ active subscribers ✔ XX% retention on 2-year subs ✔ Record-high margins ✔ XX% YoY growth outside weight loss No hype. Just results"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110708913365112) 2025-07-15 13:18:26 UTC 2366 followers, XXX engagements "Their tech stack is weak. The MedMatch engine may look simple. But its just the first inning. This isnt hype. Its real-time patient-specific intelligencepowered by lab diagnostics wearables and EMR data from 2.4M+ subscribers. XX% of new subs are already using personalized care. The flywheel is spinning. Fast"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329349785702631) 2025-07-13 09:33:35 UTC 2089 followers, XXX engagements "@alc2022 no mission driven culture at all. META made this transition well - away from merely social applications to AI (hence recent acquisition of excellent talent). why would excellent talent want to join SNAP"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944358468711796818) 2025-07-13 11:29:18 UTC 2090 followers, 3421 engagements "Call me crazy. But Im betting $AMD becomes the most structurally advantaged compute company of the next decade. Not just because of chips. Because of vision. Because of culture. Watch this space. 👉 Full article out soon:"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492114801840219) 2025-07-16 14:34:00 UTC 2366 followers, XXX engagements "Most funds miss this because they cant model it. Too qualitative. Too early. Too nuanced. But thats where asymmetric returns live. Thats where I live"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110712587538601) 2025-07-15 13:18:26 UTC 2360 followers, XXX engagements "I put $100000 into $AMD at $XX. Im not selling (ever). Because this isnt a chip stock. Its the computational engine behind AI automation & the future of intelligence. While others chased hype I bet on chiplets execution and a visionary culture. Heres the full thesis. 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1941595822468079863) 2025-07-05 20:31:31 UTC 2364 followers, 29.4K engagements "While $NVDA dominates headlines $AMD is stacking fundamentals: $5B+ in R&D Strategic bets on edge compute FPGAs AI inference Acquisitions like Xilinx & Pensando = full-stack dominance Big clients: OpenAI Meta xAI Azure The foundation is built"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492109064036852) 2025-07-16 14:33:58 UTC 2365 followers, XXX engagements "Watch this before Wall Street catches on 👇 Hims & Hers is building the backend of 21st-century healthcare and nobody sees it yet"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308640741040369) 2025-07-13 08:11:18 UTC 2223 followers, 2376 engagements "Think of it like this: 🚕 Uber fixed taxis 🎧 Spotify fixed music 💊 HIMS is fixing healthcare But this market is 10x bigger than those"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110705247596924) 2025-07-15 13:18:25 UTC 2360 followers, 1081 engagements "And the kicker 50%+ of users are now on personalized treatments. This is molecular-level healthcare. Custom dosages better form factors and predictive care before symptoms even arise"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110710641467458) 2025-07-15 13:18:26 UTC 2360 followers, XXX engagements "HIMS has no moatits a generic DTC business. This is the same lazy thinking people used against Spotify. Anyone can sell pills Sure. Just like anyone can stream MP3s. But HIMS isnt a website. Its a vertically integrated data-powered flywheelwhere every layer (diagnosis fulfillment personalization) compounds defensibility. This is a healthcare Innovation Stack. You cant copy that in a weekend"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329347935928380) 2025-07-13 09:33:35 UTC 2088 followers, XXX engagements "Why the Bear Case on $HIMS Is DEAD WRONG 🧵 They said Palantir had no moat. They said Spotify was just a music app. Now theyre saying Hims & Hers is just a telehealth storefront. They're wrong again. Heres why Im betting BIG. 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329345356435570) 2025-07-13 09:33:34 UTC 2364 followers, 2823 engagements "If I were to summarize: $PLTR was my conviction play on government + data. $AMD is my conviction play on the future of computation. Same framework. Same depth. Same high-conviction thesis. This time the bets even bigger"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492113053175810) 2025-07-16 14:33:59 UTC 2366 followers, XXX engagements "This isnt just a bet on chips. Its a bet on culture. On agility. On leadership. Because in a world where computation is infinite the winner wont be the one with the loudest story Itll be the one with the strongest operating system"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492098129531084) 2025-07-16 14:33:56 UTC 2366 followers, 1214 engagements "You can fake screenshots. You can fake bank balances. You can even fake clout. But you cant fake a digital track record. I posted my old interview with Antonio from years ago talking $PLTR at $X. Its timestamped. Its public. Its proof. This is how you know who was early and whos just loud. @alc2022"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944141328486433149) 2025-07-12 21:06:27 UTC 2365 followers, 6182 engagements "This is about dethroning $NVDA. A modular empire. A bet on culture over hype. And the clearest asymmetric opportunity in the semiconductor space right now"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492110712393763) 2025-07-16 14:33:59 UTC 2363 followers, XXX engagements "Customer acquisition is too expensive. Yes CAC was high. But thats changing. 📉 Q1 2025: Marketing spend down from XX% XX% of revenue. 📈 Organic and low-cost channels rising. 💡 Weight-loss marketing shifted focus but core biz still grew XX% YoY excluding GLP-1s. Theyre scaling efficientlyand thats rare in DTC health"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329351526297871) 2025-07-13 09:33:35 UTC 2307 followers, XXX engagements "Now heres the big unlock: Theyre not a brand. Theyre a platform with hundreds of embedded micro-businesses. Sexual health Hormones Longevity Weight loss Each is its own vertical riding the same infrastructure data flywheel and consumer trust layer. Thats Amazon-level defensibility"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700468770680899) 2025-07-11 15:54:38 UTC 2352 followers, XXX engagements "While Wall Street chases $NVDAs training chips $AMD is quietly winning the inference game. The deployment phase of AI The real money The exponential scale Think edge PCs smartphones cars factories satellites. Thats where the demand is heading"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492103561441479) 2025-07-16 14:33:57 UTC 2366 followers, XXX engagements "Everyone is still sleeping on this. But $HIMS is the most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110695554490662) 2025-07-15 13:18:22 UTC 2364 followers, 42K engagements "Lets get this straight: The total addressable market for computation = limitless. Why Because every industry from AI to biology defense to finance runs on it. Computation is the bridge between chaos and order. And AMD is the bridge-builder"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492099891187935) 2025-07-16 14:33:56 UTC 2365 followers, 1086 engagements "Everyones still sleeping on this. But $HIMS is the single most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why: 🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308631970758988) 2025-07-13 08:11:16 UTC 2365 followers, 52K engagements "I put $100000 into $AMD at $XX. Im not selling (ever)"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943054337275740190) 2025-07-09 21:07:08 UTC 2051 followers, 3395 engagements "The full Substack report drops next week: 🔍 11000+ words breaking down every bear case on $HIMS. ✅ Regulation ✅ Retention ✅ CAC ✅ Tech moat ✅ GLP-1 risk ✅ TAM limits Ive done the deep work so you dont have to. This isnt hype. Its conviction. Stay tuned. RT to help others cut through the noise 🔁"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329361827450912) 2025-07-13 09:33:38 UTC 2358 followers, 1352 engagements "@nikoliasgoninus welcome big philosopher here"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944404908758663623) 2025-07-13 14:33:50 UTC 2103 followers, XXX engagements "Let me break this down: Theyre moving from: Generic prescriptions To: Daily personalized proactive care plans GLP-1s longevity meds wearable integrations and more This turns short-term use into long-term subscription flywheels"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706168888103188) 2025-07-14 10:30:56 UTC 2227 followers, XXX engagements "And theyre printing cash. ✅ Record high margins ✅ Net income profitable ✅ $220M+ in cash ✅ Zero debt This isnt a hype stock. Its already executing"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706170582618362) 2025-07-14 10:30:56 UTC 2260 followers, XXX engagements "I studied Palantir like my life depended on it and it did. $X entry. Publicly documented. Multibagger. Now Im doing the same with $HIMS. This is conviction investing not trend-chasing"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110699706864061) 2025-07-15 13:18:23 UTC 2360 followers, 1433 engagements "This is a OLD podcast I recorded with Antonio MANY years ago back when I was still a teenager (slightly embarrassing in hindsight). Back when NOBODY was talking about $PLTR or $SPOT. The title Why Spotify & Palantir Are The Most Disruptive Stocks We saw the quality instantly. Fast forward both stocks exploded 100X. You cant fake this. A digital track record is undefeated. @alc2022"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944124940371767576) 2025-07-12 20:01:20 UTC 2366 followers, 24.1K engagements "Then there's culture. Lisa Sus leadership is the greatest corporate turnaround of our generation. She built an underdog army agile obsessed with iteration allergic to bureaucracy. They don't aim to be second-best. They want to build the biggest computers in the world"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492107176693962) 2025-07-16 14:33:58 UTC 2366 followers, XXX engagements "Everyone laughed at Amazon in 2001. Theyll laugh at $HIMS in 2025. Then theyll watch it 100x. This is not a telehealth brand. This is a molecular health infrastructure play for personalised healthcare. Heres why Im betting on a $2000 share price 🧬👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700453323104434) 2025-07-11 15:54:34 UTC 2362 followers, 5343 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.]
@CMDarnton Christian Darnton
Christian Darnton posts on X about hims, $hims, pltr, $pltr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +717%
Mentions: XX #
Followers: XXXXX #
- X Week XXXXX +297%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #2901 technology brands finance
Social topic influence hims #11, $hims #9, pltr #24, $pltr #13, $amd #25, $spot #1738, weight loss, palantir #33, hims hers #9, inference #32
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Palantir (PLTR) Advanced Micro Devices (AMD) Spotify Technology (SPOT) NVIDIA Corp. (NVDA) Uber Technologies, Inc. (UBER)
Top Social Posts #
Top posts by engagements in the last XX hours
"Most people think HIMS is a boner pill brand. Wrong. Its a deflationary platform eating a trillion-dollar industry bloated with middlemen and broken incentives. Theyre not tweaking healthcare. Theyre replacing it"
@CMDarnton on X 2025-07-15 13:18:23 UTC 2364 followers, 1701 engagements
"Their secret weapon A centralized EMR brain that improves with every user. More data = better personalization = better outcomes = more users = repeat. This is the flywheel effect just like $PLTRs ontology" @CMDarnton on X 2025-07-15 13:18:25 UTC 2363 followers, 1047 engagements
"This is where the puck is going: Biotracking Precision prevention Continuous diagnostics Affordable peptide therapy Healthspan-as-a-service And Hims & Hers is the only player building the rails the data graph and the distribution. You cant outspend this. You cant copy this" @CMDarnton on X 2025-07-11 15:54:39 UTC 2353 followers, XXX engagements
"The truth is: US healthcare is structurally broken. 🩺 Pricing opacity 🧾 Insurance bloat 🩺No incentive for better outcomes HIMS is building the digital layer on top of this mess" @CMDarnton on X 2025-07-15 13:18:24 UTC 2364 followers, 1237 engagements
"Under Lisa Su $AMD didnt just make better chips. They made a better business model. ✅ Modular chiplet architecture ✅ Aggressive bets on AI inference ✅ Cultural turnaround rooted in speed clarity and boldness Theyre not following trends. Theyre building the future" @CMDarnton on X 2025-07-16 14:33:57 UTC 2364 followers, XXX engagements
"And the TAM Were talking: Sexual health Mental health Hair loss Weight loss Primary care Longevity Diagnostics Blood biomarkers Genomics This isnt niche. Its total healthcare reinvention" @CMDarnton on X 2025-07-14 10:30:57 UTC 2366 followers, XXX engagements
"Bottom Line: HIMS is not a DTC pill company. Its a healthcare platform. Built from first principles. Vertically integrated. Intelligent. Scalable. This is the most misunderstood stock in consumer health. I bet the house on $PLTR at $X. Im betting big on $HIMS today" @CMDarnton on X 2025-07-13 09:33:38 UTC 2086 followers, XXX engagements
"$HIMS is not a telehealth brand. Its building: a) Molecular health infrastructure b) A biological feedback loop from blood to behavior c) A vertically integrated engine with 100s of internalized micro-businesses This is a system not a storefront" @CMDarnton on X 2025-07-14 10:30:54 UTC 2365 followers, XXX engagements
"Hims & Hers is building the Amazon of personalized healthcare. But not like your doctors office. Theyre going XX layers deeper: Blood diagnostics Genetic risk scores Peptides & hormone therapies AI-driven health matching Platform-controlled compound meds This is healthcare re-architected at the molecular level" @CMDarnton on X 2025-07-11 15:54:35 UTC 2352 followers, XXX engagements
"They just hired a 20-year Amazon vet who scaled Kindle Prime Video & PillPack. He took AMZN from $X to empire. Now hes doing it again but in healthcare" @CMDarnton on X 2025-07-13 08:11:17 UTC 2084 followers, 2337 engagements
"This Friday Im dropping one of the most important investment reports Ive ever written: Why Im All In On $AMD And Why It Could 100x. Most people are still chasing AI training. Theyre late. The next wave is inference and AMD owns the edge. Heres a preview 🧵👇" @CMDarnton on X 2025-07-07 20:02:55 UTC 2089 followers, 2996 engagements
"I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next" @CMDarnton on X 2025-07-15 11:18:09 UTC 2366 followers, 3864 engagements
"I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next. Wall Street thinks its just a DTC pill brand. Theyre dead wrong. I break down every bear case and show you the real story 👇" @CMDarnton on X 2025-07-14 10:30:54 UTC 2365 followers, 15.6K engagements
"They're dismantling the old healthcare model. No middlemen. No co-pays. No confusion. Just direct-to-patient care thats: Transparent Personalized Scalable This isnt Teladoc. Its Amazon for your biology" @CMDarnton on X 2025-07-14 10:30:55 UTC 2364 followers, XXX engagements
"If Spotify is music as a service HIMS is Dont Die as a Service. Theyre building a healthcare operating system for a generation that lives online and wants control over their health" @CMDarnton on X 2025-07-15 13:18:27 UTC 2364 followers, 1488 engagements
"People mocked me when I called $PLTR at $X. Same when I bet big on $AMD before AI blew up. Im used to it. But if you want to see how I spot these early and why $HIMS is next: 🎥 Read the full breakdown here: 🔗" @CMDarnton on X 2025-07-14 10:30:57 UTC 2366 followers, 1210 engagements
"How I Built a $765000 Portfolio in My Early 20s No Hype No Leverage No Luck. I did it through deep conviction. By mastering one metric. And by ignoring everything the crowd was chasing. Heres the full breakdown playbook included 🧵👇" @CMDarnton on X 2025-07-06 11:56:44 UTC 2366 followers, 66.7K engagements
"$AMDs approach is anti-fragile. 🔥 Chiplets = XX% cheaper production 🔥 Higher yield faster iteration 🔥 Built for adaptability This isnt just engineering. Its philosophy. Theyre betting on optionality and its paying off" @CMDarnton on X 2025-07-16 14:33:58 UTC 2366 followers, XXX engagements
"And speaking of Amazon. $HIMS just hired Nader Kabbani a 20-year Amazon exec. He built Kindle. Scaled Prime Video. Launched PillPack. He took AMZN from $X to empire. Now hes doing it again but with medicine" @CMDarnton on X 2025-07-14 10:30:55 UTC 2365 followers, 1292 engagements
"$HIMS isnt a telehealth app. Its building: a) Molecular health infrastructure to predict & prevent disease b) The first platform where your entire biology from blood to behavior becomes a feedback loop c) A scalable engine with 100s of embedded micro-businesses" @CMDarnton on X 2025-07-13 08:11:16 UTC 2157 followers, 2919 engagements
"Churn risk is highusers just come for ED pills. That was true. But not anymore. HIMS is transitioning users into bundled daily health planstestosterone + mental health + skincare + weight loss. Dermatology retention is 85%. Daily offerings doubled YoY in Sexual Health. Multi-specialty adoption is accelerating. Retention isnt the problem. Its the engine" @CMDarnton on X 2025-07-13 09:33:36 UTC 2296 followers, XXX engagements
"I went all-in on $PLTR at $X. Institutions ignored it. Now its one of my best investments. But today Ive found the next one. 👇 This time its $AMD. And heres why I believe itll outperform $NVDA. 🧵" @CMDarnton on X 2025-07-16 14:33:55 UTC 2366 followers, 15.8K engagements
"Coming soon. Addressing EVERY BEAR case against $HIMS" @CMDarnton on X 2025-07-14 09:42:13 UTC 2364 followers, 6260 engagements
"From sexual health to weight loss to longevity $HIMS is turning low-retention verticals into sticky high-margin subscription engines. Daily personalized multi-action treatment plans are now the core offering" @CMDarnton on X 2025-07-13 08:11:17 UTC 2222 followers, 2675 engagements
"Many years ago I recorded countless podcasts with Antonio I was literally still a teenager We spoke about $PLTR and $SPOT when almost no one else was paying attention. People laughed when we said Palantir would be a multibagger. Today Those same names have gone 100X and created generational wealth. It will happen again. Stay sharp" @CMDarnton on X 2025-07-12 19:19:30 UTC 2364 followers, 52.3K engagements
"Heres the setup: ✔ Direct-to-consumer pricing ✔ No insurance bureaucracy ✔ Vertically integrated delivery ✔ An AI-driven EMR engine that learns Theyre turning data into better care" @CMDarnton on X 2025-07-15 13:18:24 UTC 2365 followers, 1146 engagements
"This is my highest-conviction bet since Palantir. Not because of vibes. Because of fundamentals flywheels and long-term thinking. $HIMS is the front door to the future of healthcare. Bet accordingly. 📺 Full video breakdown 🔗" @CMDarnton on X 2025-07-15 13:18:27 UTC 2365 followers, 3165 engagements
"Execution is elite. ✔ 1M+ active subscribers ✔ XX% retention on 2-year subs ✔ Record-high margins ✔ XX% YoY growth outside weight loss No hype. Just results" @CMDarnton on X 2025-07-15 13:18:26 UTC 2366 followers, XXX engagements
"Their tech stack is weak. The MedMatch engine may look simple. But its just the first inning. This isnt hype. Its real-time patient-specific intelligencepowered by lab diagnostics wearables and EMR data from 2.4M+ subscribers. XX% of new subs are already using personalized care. The flywheel is spinning. Fast" @CMDarnton on X 2025-07-13 09:33:35 UTC 2089 followers, XXX engagements
"@alc2022 no mission driven culture at all. META made this transition well - away from merely social applications to AI (hence recent acquisition of excellent talent). why would excellent talent want to join SNAP" @CMDarnton on X 2025-07-13 11:29:18 UTC 2090 followers, 3421 engagements
"Call me crazy. But Im betting $AMD becomes the most structurally advantaged compute company of the next decade. Not just because of chips. Because of vision. Because of culture. Watch this space. 👉 Full article out soon:" @CMDarnton on X 2025-07-16 14:34:00 UTC 2366 followers, XXX engagements
"Most funds miss this because they cant model it. Too qualitative. Too early. Too nuanced. But thats where asymmetric returns live. Thats where I live" @CMDarnton on X 2025-07-15 13:18:26 UTC 2360 followers, XXX engagements
"I put $100000 into $AMD at $XX. Im not selling (ever). Because this isnt a chip stock. Its the computational engine behind AI automation & the future of intelligence. While others chased hype I bet on chiplets execution and a visionary culture. Heres the full thesis. 👇" @CMDarnton on X 2025-07-05 20:31:31 UTC 2364 followers, 29.4K engagements
"While $NVDA dominates headlines $AMD is stacking fundamentals: $5B+ in R&D Strategic bets on edge compute FPGAs AI inference Acquisitions like Xilinx & Pensando = full-stack dominance Big clients: OpenAI Meta xAI Azure The foundation is built" @CMDarnton on X 2025-07-16 14:33:58 UTC 2365 followers, XXX engagements
"Watch this before Wall Street catches on 👇 Hims & Hers is building the backend of 21st-century healthcare and nobody sees it yet" @CMDarnton on X 2025-07-13 08:11:18 UTC 2223 followers, 2376 engagements
"Think of it like this: 🚕 Uber fixed taxis 🎧 Spotify fixed music 💊 HIMS is fixing healthcare But this market is 10x bigger than those" @CMDarnton on X 2025-07-15 13:18:25 UTC 2360 followers, 1081 engagements
"And the kicker 50%+ of users are now on personalized treatments. This is molecular-level healthcare. Custom dosages better form factors and predictive care before symptoms even arise" @CMDarnton on X 2025-07-15 13:18:26 UTC 2360 followers, XXX engagements
"HIMS has no moatits a generic DTC business. This is the same lazy thinking people used against Spotify. Anyone can sell pills Sure. Just like anyone can stream MP3s. But HIMS isnt a website. Its a vertically integrated data-powered flywheelwhere every layer (diagnosis fulfillment personalization) compounds defensibility. This is a healthcare Innovation Stack. You cant copy that in a weekend" @CMDarnton on X 2025-07-13 09:33:35 UTC 2088 followers, XXX engagements
"Why the Bear Case on $HIMS Is DEAD WRONG 🧵 They said Palantir had no moat. They said Spotify was just a music app. Now theyre saying Hims & Hers is just a telehealth storefront. They're wrong again. Heres why Im betting BIG. 👇" @CMDarnton on X 2025-07-13 09:33:34 UTC 2364 followers, 2823 engagements
"If I were to summarize: $PLTR was my conviction play on government + data. $AMD is my conviction play on the future of computation. Same framework. Same depth. Same high-conviction thesis. This time the bets even bigger" @CMDarnton on X 2025-07-16 14:33:59 UTC 2366 followers, XXX engagements
"This isnt just a bet on chips. Its a bet on culture. On agility. On leadership. Because in a world where computation is infinite the winner wont be the one with the loudest story Itll be the one with the strongest operating system" @CMDarnton on X 2025-07-16 14:33:56 UTC 2366 followers, 1214 engagements
"You can fake screenshots. You can fake bank balances. You can even fake clout. But you cant fake a digital track record. I posted my old interview with Antonio from years ago talking $PLTR at $X. Its timestamped. Its public. Its proof. This is how you know who was early and whos just loud. @alc2022" @CMDarnton on X 2025-07-12 21:06:27 UTC 2365 followers, 6182 engagements
"This is about dethroning $NVDA. A modular empire. A bet on culture over hype. And the clearest asymmetric opportunity in the semiconductor space right now" @CMDarnton on X 2025-07-16 14:33:59 UTC 2363 followers, XXX engagements
"Customer acquisition is too expensive. Yes CAC was high. But thats changing. 📉 Q1 2025: Marketing spend down from XX% XX% of revenue. 📈 Organic and low-cost channels rising. 💡 Weight-loss marketing shifted focus but core biz still grew XX% YoY excluding GLP-1s. Theyre scaling efficientlyand thats rare in DTC health" @CMDarnton on X 2025-07-13 09:33:35 UTC 2307 followers, XXX engagements
"Now heres the big unlock: Theyre not a brand. Theyre a platform with hundreds of embedded micro-businesses. Sexual health Hormones Longevity Weight loss Each is its own vertical riding the same infrastructure data flywheel and consumer trust layer. Thats Amazon-level defensibility" @CMDarnton on X 2025-07-11 15:54:38 UTC 2352 followers, XXX engagements
"While Wall Street chases $NVDAs training chips $AMD is quietly winning the inference game. The deployment phase of AI The real money The exponential scale Think edge PCs smartphones cars factories satellites. Thats where the demand is heading" @CMDarnton on X 2025-07-16 14:33:57 UTC 2366 followers, XXX engagements
"Everyone is still sleeping on this. But $HIMS is the most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why 🧵👇" @CMDarnton on X 2025-07-15 13:18:22 UTC 2364 followers, 42K engagements
"Lets get this straight: The total addressable market for computation = limitless. Why Because every industry from AI to biology defense to finance runs on it. Computation is the bridge between chaos and order. And AMD is the bridge-builder" @CMDarnton on X 2025-07-16 14:33:56 UTC 2365 followers, 1086 engagements
"Everyones still sleeping on this. But $HIMS is the single most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why: 🧵" @CMDarnton on X 2025-07-13 08:11:16 UTC 2365 followers, 52K engagements
"I put $100000 into $AMD at $XX. Im not selling (ever)" @CMDarnton on X 2025-07-09 21:07:08 UTC 2051 followers, 3395 engagements
"The full Substack report drops next week: 🔍 11000+ words breaking down every bear case on $HIMS. ✅ Regulation ✅ Retention ✅ CAC ✅ Tech moat ✅ GLP-1 risk ✅ TAM limits Ive done the deep work so you dont have to. This isnt hype. Its conviction. Stay tuned. RT to help others cut through the noise 🔁" @CMDarnton on X 2025-07-13 09:33:38 UTC 2358 followers, 1352 engagements
"@nikoliasgoninus welcome big philosopher here" @CMDarnton on X 2025-07-13 14:33:50 UTC 2103 followers, XXX engagements
"Let me break this down: Theyre moving from: Generic prescriptions To: Daily personalized proactive care plans GLP-1s longevity meds wearable integrations and more This turns short-term use into long-term subscription flywheels" @CMDarnton on X 2025-07-14 10:30:56 UTC 2227 followers, XXX engagements
"And theyre printing cash. ✅ Record high margins ✅ Net income profitable ✅ $220M+ in cash ✅ Zero debt This isnt a hype stock. Its already executing" @CMDarnton on X 2025-07-14 10:30:56 UTC 2260 followers, XXX engagements
"I studied Palantir like my life depended on it and it did. $X entry. Publicly documented. Multibagger. Now Im doing the same with $HIMS. This is conviction investing not trend-chasing" @CMDarnton on X 2025-07-15 13:18:23 UTC 2360 followers, 1433 engagements
"This is a OLD podcast I recorded with Antonio MANY years ago back when I was still a teenager (slightly embarrassing in hindsight). Back when NOBODY was talking about $PLTR or $SPOT. The title Why Spotify & Palantir Are The Most Disruptive Stocks We saw the quality instantly. Fast forward both stocks exploded 100X. You cant fake this. A digital track record is undefeated. @alc2022" @CMDarnton on X 2025-07-12 20:01:20 UTC 2366 followers, 24.1K engagements
"Then there's culture. Lisa Sus leadership is the greatest corporate turnaround of our generation. She built an underdog army agile obsessed with iteration allergic to bureaucracy. They don't aim to be second-best. They want to build the biggest computers in the world" @CMDarnton on X 2025-07-16 14:33:58 UTC 2366 followers, XXX engagements
"Everyone laughed at Amazon in 2001. Theyll laugh at $HIMS in 2025. Then theyll watch it 100x. This is not a telehealth brand. This is a molecular health infrastructure play for personalised healthcare. Heres why Im betting on a $2000 share price 🧬👇" @CMDarnton on X 2025-07-11 15:54:34 UTC 2362 followers, 5343 engagements