#  @CodesScottie Scottie Codes Scottie Codes posts on X about $hims, $strk, $mstr, $nvo the most. They currently have [-----] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours. ### Engagements: [---------] [#](/creator/twitter::1523743989786189824/interactions)  - [--] Week [------] +573% - [--] Month [------] +4,535% - [--] Months [------] +743% ### Mentions: [--] [#](/creator/twitter::1523743989786189824/posts_active)  - [--] Month [--] no change - [--] Months [---] +383% ### Followers: [-----] [#](/creator/twitter::1523743989786189824/followers)  - [--] Week [---] +15% - [--] Month [---] +11% - [--] Months [---] +107% ### CreatorRank: [---------] [#](/creator/twitter::1523743989786189824/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [social networks](/list/social-networks) [exchanges](/list/exchanges) **Social topic influence** [$hims](/topic/$hims) #299, [$strk](/topic/$strk), [$mstr](/topic/$mstr), [$nvo](/topic/$nvo) #155, [strk](/topic/strk), [$strf](/topic/$strf), [$strd](/topic/$strd), [$strc](/topic/$strc), [mstr](/topic/mstr), [bitcoin](/topic/bitcoin) **Top accounts mentioned or mentioned by** [@saylor](/creator/undefined) [@grok](/creator/undefined) [@jfais20](/creator/undefined) [@btdenominator](/creator/undefined) [@holysmokas](/creator/undefined) [@brennanbtc22](/creator/undefined) [@mikealfred](/creator/undefined) [@investincintel](/creator/undefined) [@darkside2030](/creator/undefined) [@punterjeff](/creator/undefined) [@joshmandell6](/creator/undefined) [@legalgrapesesq](/creator/undefined) [@strategy](/creator/undefined) [@comic](/creator/undefined) [@daslittlebodhi](/creator/undefined) [@rhorider](/creator/undefined) [@mrderivatives](/creator/undefined) [@expatdave34](/creator/undefined) [@andrewdudum](/creator/undefined) [@teladochub](/creator/undefined) **Top assets mentioned** [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Strike (STRK)](/topic/$strk) [Strategy (MSTR)](/topic/$mstr) [Novo-Nordisk (NVO)](/topic/$nvo) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Bitcoin (BTC)](/topic/bitcoin) [RAI Finance (SOFI)](/topic/$sofi) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Iris Energy Limited (IREN)](/topic/$iren) [Datadog Inc (DDOG)](/topic/$ddog) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Bull Market (BULL)](/topic/$bull) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [GigaCloud Technology Inc (GCT)](/topic/$gct) [Hyperion DeFi (HYPD)](/topic/$hypd) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Monster Beverage Corp (MNST)](/topic/$mnst) [Oatly Group AB (OTLY)](/topic/$otly) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Tesla, Inc. (TSLA)](/topic/$tsla) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NuCypher (NU)](/topic/$nu) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Reddit, Inc. (RDDT)](/topic/$rddt) [Bank of America (BAC)](/topic/bank-of-america) [Uber Technologies, Inc. (UBER)](/topic/$uber) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Shoals Technologies Group, Inc. (SHLS)](/topic/$shls) ### Top Social Posts Top posts by engagements in the last [--] hours "I highly recommend listening to Jack's BTC Prague talk. It's crucial for young people to recognize the divisive theater that robs us of future opportunities" [X Link](https://x.com/CodesScottie/status/1939678570713931878) 2025-06-30T13:33Z [--] followers, [--] engagements "Thanks $STRK @saylor" [X Link](https://x.com/CodesScottie/status/1939681925133639878) 2025-06-30T13:46Z [--] followers, [--] engagements "$STRK will lead the way" [X Link](https://x.com/CodesScottie/status/1939809684459810920) 2025-06-30T22:14Z [---] followers, [---] engagements "@A_May_MD This is all I need to see for now. There will be a point where buying does not make sense I think weve still got room to grow. Your short bet will likely pay too everyone wins :) Nothing changes until it does" [X Link](https://x.com/CodesScottie/status/1940112164812996716) 2025-07-01T18:16Z [--] followers, [----] engagements "$DDOG to enter S&P500 - this stock is CHEAP @BTDenominator" [X Link](https://x.com/CodesScottie/status/1940537279573045507) 2025-07-02T22:25Z [---] followers, [----] engagements "As someone who started their career in the data center business I am liking $NBIS and $IREN - feel like I dont have enough of either one" [X Link](https://x.com/CodesScottie/status/1940564495363137872) 2025-07-03T00:13Z [---] followers, [---] engagements "Still like $SOFI - still buying" [X Link](https://x.com/CodesScottie/status/1940571408922485164) 2025-07-03T00:40Z [---] followers, [--] engagements "@vulturetrades Way more expensive than $HOOD - I am still buying would not be putting any money into $BULL currently. Just because the price is lower does not mean it is actually cheaper" [X Link](https://x.com/CodesScottie/status/1940782509677335032) 2025-07-03T14:39Z [--] followers, [---] engagements "I like $CELH (also have a position in $MNST). One beverage co that I think is currently successfully executing a turn around is $OTLY. If youre like me and enjoy oat milk in your coffee then you likely know that other brands just dont hit the mark like Oatly does. They previously fumbled a growth strategy but have successfully reduced costs tremendously and expect profitable operations in the near future. I have a small position I will likely add to in the future" [X Link](https://x.com/CodesScottie/status/1940786114542924224) 2025-07-03T14:54Z [---] followers, [---] engagements "@cobraalerts $BULL is not something Id want to deploy capital into - way more expensive than $HOOD. In competitions like this there is no second best" [X Link](https://x.com/CodesScottie/status/1940786745131651308) 2025-07-03T14:56Z [---] followers, [---] engagements "@ZssBecker Alt szn is on again" [X Link](https://x.com/CodesScottie/status/1940807897942053085) 2025-07-03T16:20Z [---] followers, [---] engagements "Quitting my 9-5 golden handcuff job after I double my bag one more time ๐ฎ" [X Link](https://x.com/CodesScottie/status/1940810783027523689) 2025-07-03T16:32Z [--] followers, [--] engagements "@HolySmokas More $AMD more $GOOG $SOFI and of course $HIMS" [X Link](https://x.com/CodesScottie/status/1940827006553542999) 2025-07-03T17:36Z [---] followers, [----] engagements "Say what you will about Elon but at minimum he appears to be a billionaire who cares about the growing issue of insolvency for the United States Government. If we do not fix our broken money we WILL end up in a really bad spot at some point down the line. As someone who is [--] this issue is the one I think about the most day to day. I hope that once the boomers move out of their offices fresh faces and minds may be able to fight for the future of America's younger generations" [X Link](https://x.com/CodesScottie/status/1940837789924229574) 2025-07-03T18:19Z [---] followers, [--] engagements "Vibe coding command center" [X Link](https://x.com/CodesScottie/status/1940882095607566713) 2025-07-03T21:15Z [---] followers, [--] engagements "Vibe coding" [X Link](https://x.com/CodesScottie/status/1940964162475381020) 2025-07-04T02:41Z [---] followers, [--] engagements "Cant help but feel like my $GOOG $AMD Bags are too light have about 100k in dry powder that needs deploying Monday" [X Link](https://x.com/CodesScottie/status/1941275723668520984) 2025-07-04T23:19Z [---] followers, [--] engagements "$GCT might be time to take another look at $RKT [--] Stocks That Could Benefit When Rates FINALLY Drop How I'm Positioning Myself. $REAX $SOFI $GCT $TSLA $INMD https://t.co/D9ceq1Fexq [--] Stocks That Could Benefit When Rates FINALLY Drop How I'm Positioning Myself. $REAX $SOFI $GCT $TSLA $INMD https://t.co/D9ceq1Fexq" [X Link](https://x.com/CodesScottie/status/1941549266704662735) 2025-07-05T17:26Z [---] followers, [---] engagements "Today I bought more $HIMS $IREN and $GCT" [X Link](https://x.com/CodesScottie/status/1942307434262843482) 2025-07-07T19:39Z [---] followers, [---] engagements "Re: AI and the future of my job I am [--] have been working my way up the corporate ladder since I was [--] (my first internship). I am in a very specialized role that takes years of experience and training/certification to find yourself in. I have no doubt in my mind that in [--] years time AI will perform my job much better than the most competent people in my field. I spend most of my days right now worrying about making enough money to invest in assets. I legitimately worry that if I dont accomplish this expeditiously I along with many others are going to be locked out of the dream of being a" [X Link](https://x.com/CodesScottie/status/1942349842325594534) 2025-07-07T22:27Z [---] followers, [--] engagements "@StockTrader_Max Have held the stock since [----] - rev ramp up still isnt there. I dont see it making consistent moves until they have more sats in the air and secured revenue flow" [X Link](https://x.com/CodesScottie/status/1942574025697284311) 2025-07-08T13:18Z [---] followers, [--] engagements "@jslats99 What about those under the age of [--] who are also highly financially successful" [X Link](https://x.com/CodesScottie/status/1942619633175163299) 2025-07-08T16:19Z [---] followers, [--] engagements "$MSTR earnings call has included everything you could want to hear - bullish on $STRK $MSTR $STRF $STRC" [X Link](https://x.com/CodesScottie/status/1951052425101713768) 2025-07-31T22:48Z [---] followers, [---] engagements "@BTDenominator I like it. But will undoubtedly cause a mass panic. Objectively it does not look good to back peddle so soon after issuing the earnings call guidance and stressing being ultra transparent - he should have stuck that #3 bullet into the earnings presentation" [X Link](https://x.com/CodesScottie/status/1957438063547764858) 2025-08-18T13:42Z [---] followers, [--] engagements "Volatility is vitality - buying more $strk here" [X Link](https://x.com/CodesScottie/status/1957851997404565805) 2025-08-19T17:07Z [---] followers, [---] engagements "@DarkSide2030_ @PunterJeff Hes not issuing new strc to pay for strc dividends - he is issuing mstr to pay pref dividends" [X Link](https://x.com/CodesScottie/status/1958999300639220169) 2025-08-22T21:06Z [---] followers, [---] engagements "$hims - my current take is that how quick this stock moves up will be highly dependent on regulatory agencies setting an accommodating tone on issues like peptide availability. My PTs: Peptide and HRT release 2025: $200 by late [----] No Peptide release: chop around in $100-130 range in [----]. Not worried would buy more here if $LFMD were not such a good deal right now. NFA DYOR" [X Link](https://x.com/CodesScottie/status/1959670463682011215) 2025-08-24T17:33Z [---] followers, [---] engagements "Idc im buying more - 14k shares of $strk are now mine $mstr" [X Link](https://x.com/CodesScottie/status/1960090697521856526) 2025-08-25T21:23Z [---] followers, [---] engagements "Im in the shower pondering the runaway $strf scenario presented by @hillery_dan and @JoshMandell6 in which $STRF eats the entire $MSTR balance sheet when big players understand the senior claim and bid the price up to infinity. Id like to explore this idea more thoroughly so we as a community can understand this risk - please contribute your thoughts. As a thought experiment I get it - however my gut tells me this is very unlikely. Not only that but my initial gut feel is that if it were to start to occur ironically the scenario might actually play out to benefit mstr greatly. Tldr my current" [X Link](https://x.com/CodesScottie/status/1960160652003254277) 2025-08-26T02:01Z [---] followers, [----] engagements "Do you feel that $strk holders Its the wind at our backs" [X Link](https://x.com/CodesScottie/status/1960465123136639421) 2025-08-26T22:11Z [---] followers, [---] engagements "Higher $nbis $avgo $nu $cifr $sofi $rddt $iren $ddog" [X Link](https://x.com/CodesScottie/status/1961101043179143357) 2025-08-28T16:18Z [---] followers, [---] engagements "He has already talked about recapitalizing the company if MNAV drops below [--]. MSTR is going to get into S&P rates are going to drop and bond investors are finally going to realize that the prefs offer the greatest fixed income opportunity in terms of risk to reward on the market right now" [X Link](https://x.com/CodesScottie/status/1961125793142034730) 2025-08-28T17:56Z [---] followers, [---] engagements "@DarkSide2030_ All of this gets solved that rates come down and fixed income buyers want to make more than 4% - everyone needs to calm down and realize that we are in the ACCUMULATE phase - monetizing the bag can come later" [X Link](https://x.com/CodesScottie/status/1961244471368302774) 2025-08-29T01:48Z [---] followers, [--] engagements "Everyone can sit around and whine about what THEY think the guy who has accumulated 3% of the total supply of the most valuable asset on the planet should do so that price only goes up. I dont know what to tell the people who think that we wont enter a phase where the btc gets monetized" [X Link](https://x.com/CodesScottie/status/1961280975998009406) 2025-08-29T04:13Z [---] followers, [--] engagements "But what I can say is that the time to start floating the idea of selling btc to manage fiat obligations IS NOT when btc is trading at 100k and the US is about to turn the printer back on to print their way out of a recession" [X Link](https://x.com/CodesScottie/status/1961281266474500565) 2025-08-29T04:14Z [---] followers, [--] engagements "Was at a party on Saturday and was talking to a portfolio manager at Bank of America - helps structure portfolios for hedge fund clients. Guy had never heard of @saylor or $mstr - we are early" [X Link](https://x.com/CodesScottie/status/1962568979068662019) 2025-09-01T17:31Z [---] followers, [--] engagements "@Adrian_R_Morris BuT PrIcE Go DoWn" [X Link](https://x.com/CodesScottie/status/1963587206309626331) 2025-09-04T12:57Z [---] followers, [--] engagements "Seems [--] is a bottom for $strk - huge buying opportunity on $mstr with the nasdaq fud" [X Link](https://x.com/CodesScottie/status/1963670762977419586) 2025-09-04T18:29Z [---] followers, [---] engagements "@itschrisray Got in at ipo and accumulated sub [--] dollars and happy to buy more at this level with a [--] year investing horizon" [X Link](https://x.com/CodesScottie/status/1963739301591814589) 2025-09-04T23:01Z [---] followers, [---] engagements "$strk still holding. People rates are coming down and when they do there is only one company who has built out a portfolio of products that will be both low risk and high yield. Go touch grass until that rotation happens its not a question of if but when. Might be early but not wrong" [X Link](https://x.com/CodesScottie/status/1963997155124990192) 2025-09-05T16:06Z [---] followers, [--] engagements "Btc is still accumulating in a way that is accretive to shareholders. That is the companies mission not to manage and guarantee the share price people want to see over cherry picked timeframes. Strategy is not responsible for peoples emotional response to short term price fluctuations" [X Link](https://x.com/CodesScottie/status/1964401987601994090) 2025-09-06T18:55Z [---] followers, [--] engagements "@A5T3R0lD @LegalGrapes_Esq @21M1LL @Strategy You just say things dont you" [X Link](https://x.com/CodesScottie/status/1964403786287390720) 2025-09-06T19:02Z [---] followers, [--] engagements "Touched on S&P preferred equities good stuff. We are all early people. Inclusion will happen in time. Preferred equity leverage will look much less scary when rates come down and he is selling preferred at 1.5x+ their liquidation preference. The digital transformation of capital markets is accelerating and momentum is building for Bitcoin. https://t.co/AK1Bs8fhc5 The digital transformation of capital markets is accelerating and momentum is building for Bitcoin. https://t.co/AK1Bs8fhc5" [X Link](https://x.com/CodesScottie/status/1965033098380550468) 2025-09-08T12:42Z [---] followers, [--] engagements "Was trying to jump into Freds live last night to address the guy who was talking about buying alt bags to accumulate btc. I personally have exposure to alts and do believe that we will see an alt season. However people should go read Bogles the little book of common sense investing and think about how it applies to this emerging crypto market. To me BTC is the crypto index. Will there be alts that outperform for periods Yes. Will there be managers who can effectively outperform the index for periods Yes. But almost always you will have a mean reversion and even if you think you are the" [X Link](https://x.com/CodesScottie/status/1965036682882748883) 2025-09-08T12:57Z [---] followers, [--] engagements "Still early $STRK" [X Link](https://x.com/CodesScottie/status/1965081634547630161) 2025-09-08T15:55Z [---] followers, [---] engagements "@GrantCardone 25bps" [X Link](https://x.com/CodesScottie/status/1965082913386729939) 2025-09-08T16:00Z [---] followers, [---] engagements "Any dry powder goes to $strk $mstr at these levels" [X Link](https://x.com/CodesScottie/status/1965099467960713289) 2025-09-08T17:06Z [---] followers, [---] engagements "@lindsaystamp3 The cars drive themselves now. There will be no human uber drivers soon" [X Link](https://x.com/CodesScottie/status/1965431526403015057) 2025-09-09T15:06Z [---] followers, [--] engagements "$STRK $MSTR Still Early" [X Link](https://x.com/CodesScottie/status/1965443903487979582) 2025-09-09T15:55Z [---] followers, [---] engagements "Still early $STRK $MSTR" [X Link](https://x.com/CodesScottie/status/1965785949633437942) 2025-09-10T14:34Z [---] followers, [---] engagements "If you know you know $HYPD moonshot" [X Link](https://x.com/CodesScottie/status/1965800211059781872) 2025-09-10T15:31Z [---] followers, [----] engagements "Are ya $HYPD son" [X Link](https://x.com/CodesScottie/status/1966189170776301616) 2025-09-11T17:16Z [---] followers, [---] engagements "Still early $STRK $MSTR" [X Link](https://x.com/CodesScottie/status/1967592679270948969) 2025-09-15T14:13Z [---] followers, [---] engagements "This - still early $STRK $STRF $STRD $STRC - adjust your time horizon on your thesis and you will see that these securities are some of the most insane risk to reward plays in the market. I think structurally the biggest beneficiary of a rate cut are probably going to be these preferreds on MicroStrategy. - Jeff Park (@dgt10011) @saylor has these preferreds in a position to consume capital as the rates lower and the spread on the yield widens. The fundamentals https://t.co/jAcJ9eP0Cl I think structurally the biggest beneficiary of a rate cut are probably going to be these preferreds on" [X Link](https://x.com/CodesScottie/status/1969035791901798540) 2025-09-19T13:48Z [---] followers, [---] engagements "Still early $STRK $MSTR $STRF $STRC" [X Link](https://x.com/CodesScottie/status/1971602216499961964) 2025-09-26T15:46Z [---] followers, [---] engagements "@Z06Z07 @clinkie44 Which makes $STRK the only compelling pref to me" [X Link](https://x.com/CodesScottie/status/1972631932627530220) 2025-09-29T11:57Z [---] followers, [--] engagements "@fartface2000 @Pledditor Thats because rates have not dropped enough - patience pays" [X Link](https://x.com/CodesScottie/status/1972996086798356689) 2025-09-30T12:04Z [---] followers, [--] engagements "Do your ibit calls do this $mstr $strk $strf $strd" [X Link](https://x.com/CodesScottie/status/1973031275926860096) 2025-09-30T14:24Z [---] followers, [---] engagements "All the haters who didnt do enough research are about to have their minds blown by how much btc saylor is going to accumulate using the prefs" [X Link](https://x.com/CodesScottie/status/1974157153436119161) 2025-10-03T16:58Z [---] followers, [--] engagements "Was at a party last night talking mstr with tradfi bros - all of them were repeating he is so over levered its a ponzi without any desire to hear details on his capital structure. You have no idea how early you still are" [X Link](https://x.com/CodesScottie/status/1974621059598201102) 2025-10-04T23:42Z [---] followers, [--] engagements "BTC back credit cards like Pokmon gotta catch em all" [X Link](https://x.com/CodesScottie/status/1976627353335030238) 2025-10-10T12:34Z [---] followers, [--] engagements "$STRK once again in generational buy zones" [X Link](https://x.com/CodesScottie/status/1976700422992674918) 2025-10-10T17:24Z [---] followers, [--] engagements "@HolySmokas Peoples reality starts where they enter the trade. People entering btc for the first time or with little experience at [---] are going to be learning hard lessons that seasoned investors have already gone through. Nothing surprising there" [X Link](https://x.com/CodesScottie/status/1977180686294425779) 2025-10-12T01:13Z [---] followers, [---] engagements "@GaussResearch STRK as in microstrategy preferred - not a crypto token" [X Link](https://x.com/CodesScottie/status/1978197871397573050) 2025-10-14T20:35Z [---] followers, [--] engagements "If I had more dry powder to put in $STRK I would be buying in size sub [--] dollars" [X Link](https://x.com/CodesScottie/status/1978486042870079630) 2025-10-15T15:40Z [---] followers, [--] engagements "$TMC investor since IPO here - a small pre revenue deep sea mining company. I liked their leadership @gtbgtb vision and technology. after investing my initial investment dropped 90+%. This drop was mainly due to the company being hamstrung by the international seabed authority preventing them from securing active exploitation contracts I guess the world order prefers exploiting human labor in 3rd world countries destroying the health of the people and the land instead of gently scooping critical battery metals off the seafloor. Most sell after a drawdown like this but my conviction was strong" [X Link](https://x.com/CodesScottie/status/1978496135833571552) 2025-10-15T16:20Z [---] followers, [---] engagements "That is unless they monetize the btc stack in which case the distributions may qualify as qual divs" [X Link](https://x.com/CodesScottie/status/1978675472750829752) 2025-10-16T04:12Z [---] followers, [--] engagements "I sold 11/7 $ASTS [---] calls to take money off the table when it hit [--]. I think Ill be able to roll if needed but personally do not think we are seeing [---] by then. Good luck and good job all my fellow hodlrs" [X Link](https://x.com/CodesScottie/status/1978907726798315530) 2025-10-16T19:35Z [---] followers, [---] engagements "Patience pays - still early $MSTR $STRK $STRF $STRC" [X Link](https://x.com/CodesScottie/status/1976647262316175843) 2025-10-10T13:53Z [---] followers, [---] engagements "$ASTS investor since IPO here. A small pre revenue satellite company that had great tech I believed in. After buying in my investment dropped 80+%. In that moment my conviction led me to buying heavy when significant de-risking had not occurred yet. Those lots are now [--] baggers for me. This is a lesson in why you cannot borrow conviction you must build it yourself. Its the only way you are going to be capable of executing in an environment filled with voices saying to swim the other way. To infinity and beyond" [X Link](https://x.com/CodesScottie/status/1978137759702200460) 2025-10-14T16:36Z [---] followers, 21.6K engagements "Look the $MSTR $STRK $STRF $STRD $STRC play is one that will require a bit of patience but will be incredibly rewarding (my own belief NFA DYOR). Rates have to come down basically to 0%. There are no fixed income plays as safe as the MSTR prefs paying the rates they do currently. Locking in a position now is going to be an incredible move if you fast forward [--] years from now. Everything over the next 12-24 months is noise to me" [X Link](https://x.com/CodesScottie/status/1978141946821390388) 2025-10-14T16:52Z [---] followers, [---] engagements "Still early $MSTR $STRK $STRF $STRD" [X Link](https://x.com/CodesScottie/status/1978165926118752739) 2025-10-14T18:28Z [---] followers, [---] engagements "Most have never heard of $SHLS - another investment I have been in since it was trading at [--] dollars a share. Market was heavily mis-pricing it with it traded down to sub [--] dollars (time to buy heavy for me). Im now up almost 100% and expect to go higher. Why shls I love solar energy and they make the shovel components used in the majority of large scale solar installs. They are also expanding into Battery Energy Storage Systems (BESS) which will be a hot space given the surge in datacenter demand. One of the only solar companies that has remained profitable through this last downcycle." [X Link](https://x.com/CodesScottie/status/1978187458341966025) 2025-10-14T19:53Z [---] followers, [----] engagements "$STRK $STRF $STRD $STRC Dividends have been announced as non taxable return of capital until your basis hits zero" [X Link](https://x.com/CodesScottie/status/1978672539128791195) 2025-10-16T04:01Z [---] followers, [---] engagements "I think the guy has given his life day in and out the last several years to building an incredible company. Unfortunately we have a system that allows for the establishment to push around price with strategies like short selling even when the company being shorted is a great one. The man is a human and is allowed to have a little bit of fun given the pressures that all of this introduces for him. Instead he has supporters writing dissertations on the ethicality of posting a ๐ emoji. [----] is the noisiest time to be an investor. People are way too bored and it shows in situations like this" [X Link](https://x.com/CodesScottie/status/1979518728778768792) 2025-10-18T12:03Z [---] followers, [--] engagements "$HIMS is one of the easiest buys right now while the rest of the market feels pretty frothy to me" [X Link](https://x.com/CodesScottie/status/1980267884799549736) 2025-10-20T13:40Z [---] followers, [---] engagements "$STRK $MSTR sub [--] will be generational opportunity in hindsight - the thesis is simple. Rates will trend to [--] over the coming years and there will simply be no instruments available paying the yields of the prefs that share similar risk profiles. Your ability to capture a 9% perpetual rate will disappear shortly as all of the prefs get repriced by the market. NFA DYOR" [X Link](https://x.com/CodesScottie/status/1980270335187435896) 2025-10-20T13:50Z [---] followers, [---] engagements "@amitisinvesting This incident is going to drive diversification and new dev controls into projects ensuring there is no over reliance on a single provider. Goog amzn and msft are the trifecta of cloud computing that deserve a spot in every portfolio" [X Link](https://x.com/CodesScottie/status/1980270872817795343) 2025-10-20T13:52Z [---] followers, [----] engagements "@joecarlsonshow You should have your devs put a notice banner with a link to aws outage status page. Right now you are throwing invalid username/password errors to your users - will create confusion for any users not monitoring x" [X Link](https://x.com/CodesScottie/status/1980282432210559049) 2025-10-20T14:38Z [---] followers, [----] engagements "People dont understand the prefs because @saylor is ahead of the markets understanding/true need for the products. Tick tock the prefs time in the sun is coming" [X Link](https://x.com/CodesScottie/status/1980348008471621898) 2025-10-20T18:58Z [---] followers, [---] engagements "Tried telling everyone at $ASTS was running hot. Took profits at the top via covered calls - sold no shares. Still bullish longterm we will see 100+ again" [X Link](https://x.com/CodesScottie/status/1980700166790304086) 2025-10-21T18:18Z [---] followers, [---] engagements "@Snz_BTC I can guarantee you that their enormous institutional inflows are not being driven by podcast appearances" [X Link](https://x.com/CodesScottie/status/1982429207746781240) 2025-10-26T12:48Z [---] followers, [---] engagements "In a falling rate environment $STRK feels to me like one of the most asymmetric opportunities to exist. At these levels you are locking in 9% yield along with a call option on bitcoin that never expires. Opportunities like this do not remain opportunities forever. When rates trend to [--] the yields on BTC backed credit products will drop in tandem as the market wakes up and begins to accurately price them. You can do the math on what the price of $STRK $STRF would be if their yields get repriced to 3-4%" [X Link](https://x.com/CodesScottie/status/1982810347728666971) 2025-10-27T14:03Z [---] followers, [---] engagements "Most truly cannot fathom the passive inflows in to $MSTR in the future" [X Link](https://x.com/CodesScottie/status/1983251375099117658) 2025-10-28T19:15Z [---] followers, [---] engagements "@BTC_Archive So basically believes btc keep going up so we must punish president and not allow him to profit. Agree that he should not be able to make trump coins but ownership ban is an overreach" [X Link](https://x.com/CodesScottie/status/1983596503760564466) 2025-10-29T18:07Z [---] followers, [--] engagements "@AdamBLiv I think someone needs to ask about long term vision of monetizing the btc bag beyond cagr of the btc. This point has been the #1 argument used against them by retail and was even mentioned in the S&P rate" [X Link](https://x.com/CodesScottie/status/1983632134406598697) 2025-10-29T20:28Z [---] followers, [--] engagements "Only regret is not having dry powder to buy more $STRK $STRF $STRD $STRC $MSTR" [X Link](https://x.com/CodesScottie/status/1983924480826106259) 2025-10-30T15:50Z [---] followers, [---] engagements "Happy to be a $MSTR $STRK $STRD $STRC $STRD holder today. I am particularly satisfied with my Pref position and the tax free yield I am earning there. Why though Because today I live in nyc but I am pretty certain I will not be living here in [--] years. So while I am here I am earning an income on my investment tax free and because I am a long time horizon investor I know I will not be selling my position anytime soon. When its time to cash out and realize all of my deferred gains I will do it somewhere that will not include a 50% hit. Not financial advice do your own research" [X Link](https://x.com/CodesScottie/status/1984393291845034186) 2025-10-31T22:53Z [---] followers, [---] engagements "Imagine having paper hands when BTC is still above 100k - your issue is that you do not have enough time in the space or you are not investing with a long enough time horizon If you are not heavily leveraged you have time. Touch grass have a drink eat a steak. The pump is coming" [X Link](https://x.com/CodesScottie/status/1985378642965180756) 2025-11-03T16:08Z [---] followers, [---] engagements "Favorite part of $HIMS earnings was putting the retail questions before the institutional questions" [X Link](https://x.com/CodesScottie/status/1985493754174652784) 2025-11-03T23:46Z [---] followers, [---] engagements "$HIMS as an investor since IPO todays earnings has me hyped up once more. Pretty much fully dispelled every FUD narrative that has been running for the last two quarters. We are going a lot higher" [X Link](https://x.com/CodesScottie/status/1985555324795855009) 2025-11-04T03:50Z [---] followers, [---] engagements "Btc keeps dropping and I just keep buying - Christmas came early everyone" [X Link](https://x.com/CodesScottie/status/1985754640223244383) 2025-11-04T17:02Z [---] followers, [--] engagements "Breathe in breathe out buy more bitcoin" [X Link](https://x.com/CodesScottie/status/1985784567383671027) 2025-11-04T19:01Z [---] followers, [--] engagements "Bitcoin moves from 110k to 100k and bros are out here acting like they accurately predicted the next depression" [X Link](https://x.com/CodesScottie/status/1985808456343789819) 2025-11-04T20:36Z [---] followers, [--] engagements "Yesterday was a litmus test - most of you failed" [X Link](https://x.com/CodesScottie/status/1986061454227968071) 2025-11-05T13:22Z [---] followers, [--] engagements "Feeling like [--] was the bottom for $STRK - sub [--] is truly a generational buying opportunity and it will be obvious 12-24 months from now. NFA DYOR $MSTR $STRC $STRD $STRF" [X Link](https://x.com/CodesScottie/status/1986085575237984383) 2025-11-05T14:57Z [---] followers, [---] engagements "Man some idiot sold me their bitcoin at 99k yesterday they will never be getting it back" [X Link](https://x.com/CodesScottie/status/1986122653455798684) 2025-11-05T17:25Z [---] followers, [--] engagements "@KinggTrades Or 91k plus long term upside of 50+% with $STRK" [X Link](https://x.com/CodesScottie/status/1986216916994953320) 2025-11-05T23:39Z [---] followers, [---] engagements "$HIMS AND $LFMD BUYERS AT THESE LEVELS WILL BE REWARDED" [X Link](https://x.com/CodesScottie/status/1986478142957973831) 2025-11-06T16:57Z [---] followers, [---] engagements "We need a grassroots x movement promoting $STRC $MSTR $STRK $STRD $STRF @saylor gave us a slam dunk. Anytime you see some bear posting just drop them a: You ready to get STRETCHED $STRC" [X Link](https://x.com/CodesScottie/status/1986554745431990472) 2025-11-06T22:02Z [---] followers, [---] engagements "Wasnt btc supposed to be 444k or something by now Careful listening to people claiming to be future seers" [X Link](https://x.com/CodesScottie/status/1986659314715512937) 2025-11-07T04:57Z [---] followers, [---] engagements "Holy shit $ELF" [X Link](https://x.com/CodesScottie/status/1986801107675549909) 2025-11-07T14:21Z [---] followers, [---] engagements "@Mitch_BTC21 Insane risk to reward on $STRK - Im a mega bull on the product" [X Link](https://x.com/CodesScottie/status/1987616078466540004) 2025-11-09T20:19Z [---] followers, [--] engagements "@loganclarkhall Wernher von Braun and his team of [----] nazi scientists were moved to the USA post WW2 and assimilated into NASA to land the first man on the moon" [X Link](https://x.com/CodesScottie/status/1988590562010955857) 2025-11-12T12:51Z [---] followers, [---] engagements "Sometimes investing in high quality hyper growth names means holding through large drawdowns while everyone points laughs and tells you how wrong you are. This is the test you must pass to earn extraordinary returns. Good luck out there to all of you hope you dont get shaken out" [X Link](https://x.com/CodesScottie/status/1988623389469159729) 2025-11-12T15:02Z [---] followers, [--] engagements "Just like the bulls were wrong about 150k BTC bears will be wrong about 65k" [X Link](https://x.com/CodesScottie/status/1988730885953479135) 2025-11-12T22:09Z [---] followers, [--] engagements "$STRK $STRF $STRC $STRD $MSTR Im still early and will be buying more at these levels" [X Link](https://x.com/CodesScottie/status/1988816010070356216) 2025-11-13T03:47Z [---] followers, [---] engagements "@comic That was a question to you - what are the div obligations for the next [--] months" [X Link](https://x.com/CodesScottie/status/1989334086377160808) 2025-11-14T14:06Z [---] followers, [--] engagements "ChatGPT agrees - my brother they literally just raised like 680mil on stre they are sitting on heaps of liquid assets (btc) and have said they would sell some if absolutely necessary. All I know is that if I was sitting on 70B in assets with a 700mil run rate for the year I would not be concerned. Even if you cut me in half even if you cut me into a quarter of that size. This is not rocket science from a risk management perspective. Hes got options" [X Link](https://x.com/CodesScottie/status/1989336719787741454) 2025-11-14T14:16Z [---] followers, [--] engagements "@comic He has the liquid assets you understand how that works right When you own something and sell it to someone else that typically involves a transfer of cash" [X Link](https://x.com/CodesScottie/status/1989341757621121105) 2025-11-14T14:36Z [---] followers, [--] engagements "Conviction: Intact - let the haters with no skin in the game talk their shit $MSTR $STRK $STRD $STRF $STRC $STRE" [X Link](https://x.com/CodesScottie/status/1989347427284029784) 2025-11-14T14:59Z [---] followers, [---] engagements "The strength of $STRF should be noted" [X Link](https://x.com/CodesScottie/status/1989347975475408962) 2025-11-14T15:01Z [---] followers, [--] engagements "@Legend_of_Kaspa ๐ซก" [X Link](https://x.com/CodesScottie/status/1989398385909223748) 2025-11-14T18:21Z [---] followers, [--] engagements "$MSTR $STRK $STRD $STRF $STRC - where do you exist on this curve" [X Link](https://x.com/CodesScottie/status/1989420851163533695) 2025-11-14T19:51Z [---] followers, [---] engagements "@Cryptoking @saylor @MicroStrategy Can you find yourself on this curve" [X Link](https://x.com/CodesScottie/status/1989430861432012976) 2025-11-14T20:30Z [---] followers, [--] engagements "@Nostre_damus Literally not how it works" [X Link](https://x.com/CodesScottie/status/1990193458225512828) 2025-11-16T23:01Z [---] followers, [----] engagements "Rates are going to trend to zero - MSTR is offering 8-12% fixed fiat return backed by Bitcoin. This will not continue forever these rates will trend down with the Fed Rate. This will require pref prices to increase. Its that simple thats the thesis" [X Link](https://x.com/CodesScottie/status/1990446191302369462) 2025-11-17T15:45Z [---] followers, [---] engagements "@DasLittleBodhi @RhoRider Whats your cost basis Oh wait you have no skin in this game" [X Link](https://x.com/CodesScottie/status/1990521645409423484) 2025-11-17T20:45Z [---] followers, [--] engagements "Dont ride the rocket if you cant pull the Gs $MSTR $STRD $STRC $STRK $STRF" [X Link](https://x.com/CodesScottie/status/1990522045546049711) 2025-11-17T20:46Z [---] followers, [---] engagements "If youre dumping here youve failed the only test" [X Link](https://x.com/CodesScottie/status/1990522272713748796) 2025-11-17T20:47Z [---] followers, [---] engagements "@DasLittleBodhi @RhoRider Maybe my arrow will help you identify yourself on this very informative IQ curve" [X Link](https://x.com/CodesScottie/status/1990523468459430107) 2025-11-17T20:52Z [---] followers, [--] engagements "@ZynxBTC Bought some strd and strk today ๐ช๐ฝ" [X Link](https://x.com/CodesScottie/status/1990612802319589383) 2025-11-18T02:47Z [---] followers, [---] engagements "Imagine being the guy who sold his bitcoin to me for 89k yesterday" [X Link](https://x.com/CodesScottie/status/1990822725896622437) 2025-11-18T16:41Z [---] followers, [--] engagements "$STRK $STRD $STRC $STRF $MSTR" [X Link](https://x.com/CodesScottie/status/1991206703959068866) 2025-11-19T18:07Z [---] followers, [----] engagements "Buying $LFMD $HIMS and $KULR here" [X Link](https://x.com/CodesScottie/status/1991217671623311497) 2025-11-19T18:51Z [---] followers, [---] engagements "$STRK GENERATIONAL ENTRY" [X Link](https://x.com/CodesScottie/status/1991260686182227995) 2025-11-19T21:41Z [---] followers, [--] engagements "No light without dark no rainbow without rain hold steady and be rewarded after the pain $MSTR $BTC $ETH $HIMS $LFMD" [X Link](https://x.com/CodesScottie/status/1991541038566240589) 2025-11-20T16:15Z [---] followers, [---] engagements "@JoshMandell6 444k is cautionary" [X Link](https://x.com/CodesScottie/status/1991892877253976396) 2025-11-21T15:34Z [---] followers, [--] engagements "@ChrisMMillas This is the only test you must pass" [X Link](https://x.com/CodesScottie/status/1992007171513757796) 2025-11-21T23:08Z [---] followers, [--] engagements "I literally buy btc every day in weeks like this i am buying much more aggressively than i normally would" [X Link](https://x.com/CodesScottie/status/1992984414520061966) 2025-11-24T15:51Z [---] followers, [--] engagements "@PeterSchiff Yes - even though bitcoin derivatives are now turning into wall streets most profitable products. Totally going to zero though. Any day now" [X Link](https://x.com/CodesScottie/status/1994971600400388255) 2025-11-30T03:27Z [---] followers, [--] engagements "I accumulated $strd at [--] and $strk at [--]. Generational entries" [X Link](https://x.com/CodesScottie/status/1995139083228651545) 2025-11-30T14:33Z [---] followers, [---] engagements "There seems to be a new coordinated FUD campaign comparing BTC to Tulips - do not fall for this" [X Link](https://x.com/CodesScottie/status/1997374221786190236) 2025-12-06T18:34Z [---] followers, [--] engagements "A tasty tax-free Christmas gift from @saylor and team. I am so bullish on prefs as rates continue trending down. $MSTR $STRK $STRF $STRD" [X Link](https://x.com/CodesScottie/status/2006428261132226820) 2025-12-31T18:12Z [---] followers, [--] engagements "This is gonna be me in year [----] talking about my $MSTR $STRK position Man invests $1.2m in Berkshire Hathaway at $2k/sh; [---] class A shares. Each share is now worth $750k giving him $450M. The most crazy rich mfs you will ever meet irl will be at the Berkshire Hathaway annual shareholder meeting. Nothing else comes close. https://t.co/xVs0XvJA5v Man invests $1.2m in Berkshire Hathaway at $2k/sh; [---] class A shares. Each share is now worth $750k giving him $450M. The most crazy rich mfs you will ever meet irl will be at the Berkshire Hathaway annual shareholder meeting. Nothing else comes" [X Link](https://x.com/CodesScottie/status/2010121335163490417) 2026-01-10T22:47Z [---] followers, [---] engagements "This is good and only getting better for $MSTR Strategy bought [-----] bitcoin and the purchase is already at a $33808587 gain Yet financial professionals who purport to be Bitcoiners like @Brennan_BTC22 will spend their time telling you why the guy who has arguably done the most to move bitcoin forward since [----] is actually out to scam everyone. These are the same people who want to tear him apart for his take on what bitcoin did where he called out all the negativity in the community. If you are a true bitcoiner then you understand that BTCTCs and operating companies who are hodling are not" [X Link](https://x.com/CodesScottie/status/2011165572961091993) 2026-01-13T19:56Z [---] followers, [---] engagements "@kingtutcap $ASTS [----] lot" [X Link](https://x.com/CodesScottie/status/2012031441321046479) 2026-01-16T05:17Z [---] followers, [---] engagements "@Mr_Derivatives lol" [X Link](https://x.com/CodesScottie/status/2012319538944094321) 2026-01-17T00:22Z [---] followers, [---] engagements "@JesseKobernick ATM issuance at above [--] mNAV is not dilutive and over a long time horizon those equity holders are going to do just find even if there is no mNAV expansion. That said common issuance will be less of a factor as prefs scale" [X Link](https://x.com/CodesScottie/status/2012593726766391341) 2026-01-17T18:31Z [---] followers, [--] engagements "@RonSwanonson Or you could buy STRK realize a 3.5% spread with bo moving rate risk and have upside of $15+ dollars per share" [X Link](https://x.com/CodesScottie/status/2013845940377927784) 2026-01-21T05:27Z [---] followers, [----] engagements "I get on x now and just see a wall of FUD peddlers. I dont even think they believe what they are saying. Imagine seeing a 2B weekly raise in peak fear/bear market for btc and shrugging it off. The train clearly is not stopping Id be careful not to linger on the tracks too long https://twitter.com/i/web/status/2013850134023426429 https://twitter.com/i/web/status/2013850134023426429" [X Link](https://x.com/CodesScottie/status/2013850134023426429) 2026-01-21T05:44Z [---] followers, [--] engagements "@HolySmokas Good stock. Way mispriced right now - investor since ipo checking in" [X Link](https://x.com/CodesScottie/status/2014141974618558543) 2026-01-22T01:04Z [---] followers, [----] engagements "@WheelieInvestor Dont cry over spilled milk buy the dip" [X Link](https://x.com/CodesScottie/status/2014201420417798442) 2026-01-22T05:00Z [---] followers, [---] engagements "@himshouse Ill be able to tell my grandkids I bought more $HIMS sub $4 after buying in at [--]. The people who entered at the local top think 50% is pain ๐" [X Link](https://x.com/CodesScottie/status/2014463236058255830) 2026-01-22T22:20Z [---] followers, [---] engagements "@HermesLux People lose money buying options until they finally understand that theta gang is the way" [X Link](https://x.com/CodesScottie/status/1974276189570121779) 2025-10-04T00:51Z [---] followers, [---] engagements "I remember the last time $hims fell from [--] to [--] dont fuck this up bro" [X Link](https://x.com/CodesScottie/status/2017479429035851825) 2026-01-31T06:05Z [---] followers, [---] engagements "@EndicottInvests The tourists are out boys - accumulating here" [X Link](https://x.com/CodesScottie/status/2019482613447074279) 2026-02-05T18:45Z [---] followers, [---] engagements "1. calling AI drug discovery speculative in [----] is like calling e-commerce speculative in [----]. Over [--] AI-derived molecules are already in clinical trials. Recursion runs millions of experiments weekly. ChemLexs robotic lab does [---] reactions/day the work of [---] chemists. This isnt a thought exercise its the present. The point isnt that semaglutide benefited from AI its that the next semaglutide will which means the cost structure NVO uses to justify monopoly pricing is already eroding. You dont need $1000/month pricing to recoup R&D when AI cuts development costs 30-50% On [---] & 1.2" [X Link](https://x.com/CodesScottie/status/2019913690758197324) 2026-02-06T23:18Z [---] followers, [--] engagements "@RenaisanceRex @MarketMatrixs Not responding to this because again youre wrong. No one is stealing anything" [X Link](https://x.com/CodesScottie/status/2019966059512750575) 2026-02-07T02:46Z [---] followers, [---] engagements "1. The $16B net debt argument actually proves MY point. That debt is overwhelmingly from manufacturing expansion not R&D. The Catalent acquisition alone was $11B buying production capacity to meet demand for a drug already generating $33B/year. NVO didnt go into debt to discover semaglutide. They went into debt to build factories fast enough to sell MORE of it. Youre conflating scaling a money printer with funding innovation. Those are opposite things. And no Im not arguing theyre entitled to $1000/month until debt-free. Im pointing out they originally priced Wegovy at $1349/month dropped it" [X Link](https://x.com/CodesScottie/status/2020154437075886367) 2026-02-07T15:15Z [---] followers, [--] engagements "@mrhighway_y @mikealfred Brother you are the one who came out swinging - Ive done plenty of schooling dont worry that is why I am up 600% on my hims position at [--] dollars a share" [X Link](https://x.com/CodesScottie/status/2020168711634637149) 2026-02-07T16:12Z [---] followers, [--] engagements "@mvcinvesting The fundamentals havent changed - the sentiment has which is largely a result of price action" [X Link](https://x.com/CodesScottie/status/2020179031703056752) 2026-02-07T16:53Z [---] followers, [----] engagements "@LegalGrapes_Esq JPMorgan is not adopting bitcoin - they are building blockchain tooling for internal use cases that may or may not use one of the L1 chains outside BTC" [X Link](https://x.com/CodesScottie/status/2020184576568832389) 2026-02-07T17:15Z [---] followers, [--] engagements "@MegatrendGlobal Founders selling shares is not a bearish signal" [X Link](https://x.com/CodesScottie/status/2020493920543883760) 2026-02-08T13:44Z [---] followers, [--] engagements "@MightyMuth24 @Brexit_Refugee @RealJakeBroe The only appropriate response to this kind of talk is ok boomer" [X Link](https://x.com/CodesScottie/status/2020504534972535067) 2026-02-08T14:26Z [---] followers, [--] engagements "@ExpatDave34 @plainyogurt21 Sorry my man I have a cost basis of [----] on [----] shares that I sold covered calls on at the top for [--] dollars per share. My shares are house money at this point" [X Link](https://x.com/CodesScottie/status/2020504928477978887) 2026-02-08T14:28Z [---] followers, [--] engagements "People pay to read what you write Lol. Its clear you are out of arguments here. It seems to me that you know very little about how AI is being deployed in the real world. Clinical trials are 60-70% of pharma R&D costs and you say AI can hardly disrupt them. Meanwhile: digital twins reduce sample sizes 20-35%. FDA published guidance on AI/ML in drug development in [----]. Recursion runs millions of virtual experiments weekly. The FDA accepted Insilicos AI-designed molecule into Phase II in under [--] years vs the 10-15 year historical average. Youre not defending NVOs business model anymore youre" [X Link](https://x.com/CodesScottie/status/2020511867500687742) 2026-02-08T14:55Z [---] followers, [--] engagements "@farrmacro Ok boomer" [X Link](https://x.com/CodesScottie/status/2020527417152962971) 2026-02-08T15:57Z [---] followers, [--] engagements "@Investinc_Intel Yes" [X Link](https://x.com/CodesScottie/status/2020554377086320851) 2026-02-08T17:44Z [---] followers, [---] engagements "@Investinc_Intel Same NVO does not seem willing to play nice though. Too many lay 100% of the relationship failure on HIMS" [X Link](https://x.com/CodesScottie/status/2020557462047179226) 2026-02-08T17:56Z [---] followers, [--] engagements "@SharkChart Obvious but at [--] is still true saying a stock is good value at x price does not mean that the price action will be nothing but up and to the right afterwards. Its all about each investors time horizon" [X Link](https://x.com/CodesScottie/status/2020637459084689411) 2026-02-08T23:14Z [---] followers, [---] engagements "@Mr_Derivatives I was hoping to buy some $15 hims" [X Link](https://x.com/CodesScottie/status/2020679575341003151) 2026-02-09T02:02Z [---] followers, [---] engagements "@jfais20 Hey @grok how common is it for founders of successful startup companies to regularly sell their shares" [X Link](https://x.com/CodesScottie/status/2020690776364392944) 2026-02-09T02:46Z [---] followers, [--] engagements "@grok @jfais20 Thanks @grok accounts like @jfais20 like to paint a narrative that @AndrewDudum selling his equity is somehow a nefarious plot. Do these arguments hold any merit" [X Link](https://x.com/CodesScottie/status/2020691549970141635) 2026-02-09T02:49Z [---] followers, [----] engagements "@grok @jfais20 @AndrewDudum Thanks grok Wow I bet if @jfais20 founded a successful startup you would just hodl forever and never ever sell a single share Right And if you did Id be sure to jump on the internet and cobble a narrative together to try to make you out to be a bad faith actor" [X Link](https://x.com/CodesScottie/status/2020692846995796197) 2026-02-09T02:54Z [---] followers, [--] engagements "@TeladocHub @RealVikashMehra @jfais20 @grok Hey @grok is this true Is hims violating compounding laws and regulations based on how they are running their glp1 business" [X Link](https://x.com/CodesScottie/status/2020693329567236379) 2026-02-09T02:56Z [---] followers, [--] engagements "@grok @TeladocHub @RealVikashMehra @jfais20 Thanks grok but what about their personalized compounding strategy (not for the unlaunched pill but injectables) are they violating any laws or regulations" [X Link](https://x.com/CodesScottie/status/2020694148039557395) 2026-02-09T03:00Z [---] followers, [--] engagements "$NVO $HIMS This is why its important to ask a couple ok but why questions when thinking about the fight over semaglutide. Drug companies engage in evergreening filing layers of patents on formulations delivery devices dosing regimens and manufacturing methods to extend exclusivity well beyond the original compound patent. Novo has numerous patents listed in the Orange Book beyond just the [---] Patent. The original research that identified GLP-1 as a target was largely publicly funded academic work the Lasker Foundation award Novo cites in the complaints very first footnote went to researchers" [X Link](https://x.com/CodesScottie/status/2021026335787762140) 2026-02-10T01:00Z [---] followers, [---] engagements "$NVO $HIMS A Yale/Kings College study found that Ozempic could be manufactured for [--] cents to $4.73 per month compared to the US list price of $968.52. The active ingredient semaglutide costs about [--] cents per monthly dose to produce. The biggest manufacturing cost is actually the disposable injection pen not the drug. https://twitter.com/i/web/status/2021027047657668641 https://twitter.com/i/web/status/2021027047657668641" [X Link](https://x.com/CodesScottie/status/2021027047657668641) 2026-02-10T01:02Z [---] followers, [---] engagements "You are hating on an effort to offer detective measures for terminal illness to more humans. Once you go there I dont really give a shit what you invest in. Youve revealed yourself to be a vile person. The point is you should be rooting for greater access to DETECTION and CURES - especially when sometimes earlier detection leads to a higher survival likelihood. But you didnt do that. You were trying to dunk and shit on an effort to offer detective measures to more people because they are not 100% accurate. Trash" [X Link](https://x.com/CodesScottie/status/2021028104416723362) 2026-02-10T01:07Z [---] followers, [--] engagements "$NVO $HIMS In the 1980s chemist Svetlana Mojsov working at Mass General on NIH funding identified the active form of GLP-1 synthesized it and showed it could stimulate insulin secretion. This was the foundational discovery behind every GLP-1 drug on the market today" [X Link](https://x.com/CodesScottie/status/2021035661030297620) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS MGH filed two patents in [----] listing only her male colleague as inventor. Without telling her. She fought for years to get the USPTO to correct the record. Prize committees gave awards to three men while excluding her until a [----] expos forced a reckoning. She finally got the Lasker in [----] and Breakthrough Prize in [----]. https://twitter.com/i/web/status/2021035663072563540 https://twitter.com/i/web/status/2021035663072563540" [X Link](https://x.com/CodesScottie/status/2021035663072563540) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS Novo Nordisk built on this publicly-funded science to engineer semaglutide real work but incremental. The molecule generated $29B in [----] alone with cumulative revenue likely exceeding $75B since launch. List prices remain $1000$1350/mo. Manufacturing cost Under $5/mo according to Yale researchers. https://twitter.com/i/web/status/2021035665836724610 https://twitter.com/i/web/status/2021035665836724610" [X Link](https://x.com/CodesScottie/status/2021035665836724610) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS Recent deals with the Trump administration brought self-pay prices down to $349/mo and Medicare to $245$274/mo. Progress but still 70x manufacturing cost. Novo spends 41% more on buybacks and dividends than on R&D" [X Link](https://x.com/CodesScottie/status/2021035667749470317) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS Now about those patents. In [----] Congress passed the Hatch-Waxman Act a grand bargain. Pharma companies get up to [--] extra years of patent life to compensate for time lost during FDA trials. In exchange generic makers get a streamlined approval pathway so cheaper generics reach patients quickly. Two sides. One balance. https://twitter.com/i/web/status/2021035670437851276 https://twitter.com/i/web/status/2021035670437851276" [X Link](https://x.com/CodesScottie/status/2021035670437851276) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS Semaglutides core patent was filed in [----] it should naturally expire in [----]. But through a Patent Term Adjustment (682 days for patent office delays) and a Patent Term Extension (the Hatch-Waxman mechanism) it now expires in December [----]. Novo stands to earn an estimated $166B in those extra years alone. https://twitter.com/i/web/status/2021035672522330585 https://twitter.com/i/web/status/2021035672522330585" [X Link](https://x.com/CodesScottie/status/2021035672522330585) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS And thats just the compound patent. Novo has filed [---] patent applications and been granted [---] creating a patent thicket extending protection to [----] mostly covering minor modifications like delivery devices dosing regimens and formulations. They took both sides of a bargain designed to be balanced. https://twitter.com/i/web/status/2021035674292363635 https://twitter.com/i/web/status/2021035674292363635" [X Link](https://x.com/CodesScottie/status/2021035674292363635) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS Today Novo sued Hims for patent infringement. Legally they might win. But dont let them tell you they did this alone" [X Link](https://x.com/CodesScottie/status/2021035676112912673) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS Youre going to see a lot of takes saying Hims was stealing Novos intellectual property. Novo holds a valid patent and Hims sold the compound anyway while their CEO acknowledged on an earnings call that semaglutide was still patented" [X Link](https://x.com/CodesScottie/status/2021035678146994347) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS But before you pick a side understand what youre actually rooting for. Youre not rooting for the scientists. Svetlana Mojsov had her name left off her own discoverys patents. The researchers who made GLP-1 drugs possible were funded by tax dollars through NIH" [X Link](https://x.com/CodesScottie/status/2021035680181387283) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS Youre rooting for a system where a company can build on publicly-funded science charge 200x manufacturing cost spend more on enriching shareholders than on R&D stack [---] patents to block generics for decades and then sue the companies that emerged specifically because millions of patients couldnt afford the drug. https://twitter.com/i/web/status/2021035682135674987 https://twitter.com/i/web/status/2021035682135674987" [X Link](https://x.com/CodesScottie/status/2021035682135674987) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS Hims isnt a hero here. Theyre a $3B telehealth company that saw a business opportunity and took a calculated legal risk. But the compounding market didnt appear out of nowhere it exploded because the system failed patients first" [X Link](https://x.com/anyuser/status/2021035685260771426) 2026-02-10T01:37Z [---] followers, [---] engagements "$NVO $HIMS The question isnt whether Novo has the legal right to sue. They do. The question is whether a system that produces these outcomes where a life-changing drug costs under $5 to make the foundational research was publicly funded and patients still cant afford it is one we should be defending without question. Patent law is not morality. Dont confuse the two. https://twitter.com/i/web/status/2021035689391841541 https://twitter.com/i/web/status/2021035689391841541" [X Link](https://x.com/anyuser/status/2021035689391841541) 2026-02-10T01:37Z [---] followers, [---] engagements "@SiemprePulpo Oh yea NVO definitely has not realized an adequate return on their drug whose foundational research was done by tax funded research in the 80s. Give me a break those promo kneepads they sent you must be really nice" [X Link](https://x.com/CodesScottie/status/2021186522502811900) 2026-02-10T11:36Z [---] followers, [--] engagements "@Invst_Informant @mikealfred I use hims have for years and Im a satisfied customer. Its actually what drove my original interest in researching the stock when it IPOd. What exactly is wrong with HIMs products" [X Link](https://x.com/CodesScottie/status/2021344156808016181) 2026-02-10T22:02Z [---] followers, [---] engagements "@TT_stocks_ @alc2022 There this old saying hate him cause you aint him stop losermaxxing bro its not a good look. Just let him do his jestermaxxing in peace" [X Link](https://x.com/CodesScottie/status/2021347417803960406) 2026-02-10T22:15Z [---] followers, [--] engagements "I have heard no one talking about a short squeeze. It is going to [---] just not tomorrow. Here lies another bull who will now relentlessly bear post HIMS because he needs to justify his paper handed capitulation. The salt from these types will be biblical when it moves up again. Its ok buddy we all learn this lesson once or twice. https://twitter.com/i/web/status/2021373364078547180 https://twitter.com/i/web/status/2021373364078547180" [X Link](https://x.com/CodesScottie/status/2021373364078547180) 2026-02-10T23:58Z [---] followers, [----] engagements "Remember that $HIMS set aside a 250M buyback war chest" [X Link](https://x.com/anyuser/status/2021384663927759348) 2026-02-11T00:43Z [---] followers, [---] engagements "@van00sa It sounds like the interviewer does not believe in btc" [X Link](https://x.com/CodesScottie/status/2021724853288546778) 2026-02-11T23:15Z [---] followers, [---] engagements "@WOLF_Bitcoin_ This has been the argument made by many for a long time. Bad argument" [X Link](https://x.com/CodesScottie/status/2021725034843087168) 2026-02-11T23:16Z [---] followers, [--] engagements "@paulcerro @StockMarketNerd No need to reply anymore - your responses reek of Im smarter than everyone else without any balance or acknowledgement when an opposing point actually lands. Ive worked with lots of people like you insufferable" [X Link](https://x.com/CodesScottie/status/2021729263544615040) 2026-02-11T23:33Z [---] followers, [--] engagements "@julianhosp @BeckyQuick Please do elaborate - what is the path towards bankruptcy" [X Link](https://x.com/CodesScottie/status/2021768485034995894) 2026-02-12T02:09Z [---] followers, [---] engagements "@Brennan_BTC22 Those statements dont go together" [X Link](https://x.com/CodesScottie/status/2021966602955358482) 2026-02-12T15:16Z [---] followers, [--] engagements "@Investinc_Intel The salt will be biblical when it rips again" [X Link](https://x.com/CodesScottie/status/2022098474347421998) 2026-02-13T00:00Z [---] followers, [--] engagements "$NVO $HIMS The story of semaglutide everyone should know. Novo Nordisk just sued Hims & Hers for patent infringement. Before you pick a side read this. ๐งต" [X Link](https://x.com/anyuser/status/2021035659243229579) 2026-02-10T01:37Z [---] followers, [---] engagements "@Brennan_BTC22 So how do you think bitcoin succeeds if accumulators like mstr get liquidated Hint: it would not. There would be no comeback for the asset if the street finds a way to liquidate these guys the sentiment would never recover. Youre rooting against your own team" [X Link](https://x.com/CodesScottie/status/2021968250574405772) 2026-02-12T15:22Z [---] followers, [--] engagements "Starting to feel like GME pre squeeze - bears are way too confident at these levels. By all means keep piling the shorts on. Dean Curnutt CEO of Macro Risk Advisors: "With earnings on Feb [--] this potentially sets up for a nasty short covering/squeeze event especially since $HIMS usually sees strong post-earnings follow-through." https://t.co/ON4gp44RML Dean Curnutt CEO of Macro Risk Advisors: "With earnings on Feb [--] this potentially sets up for a nasty short covering/squeeze event especially since $HIMS usually sees strong post-earnings follow-through." https://t.co/ON4gp44RML" [X Link](https://x.com/anyuser/status/2022000985875656769) 2026-02-12T17:32Z [---] followers, [---] engagements "This is why it is important for large orgs to get a strategy together ASAP that involves making popular models available in a confidential container. Alongside this orgs can then blacklist the domains of public LLM endpoints. Once this has been done if an employee uploads confidential data to a public LLM it should be treated as a data exfiltration event. Lots of orgs already have data loss prevention tooling to make it difficult for employees to move confidential data to personal devices. All that said if orgs do not make public llm models available as I described they should assume that a" [X Link](https://x.com/CodesScottie/status/2022002491156512884) 2026-02-12T17:38Z [---] followers, [---] engagements "The price isnt going to [--] dollars. These posts are made by two categories of people: [--]. Permabears who refuse to give the stock any credit and will never be convinced (likely also NVO holders) [--]. Former bulls who bought a local top and then ate nasty losses now needing to bear post to help themselves sleep at night. These people will be the saltiest when it inevitably rips again. https://twitter.com/i/web/status/2022098318692676094 https://twitter.com/i/web/status/2022098318692676094" [X Link](https://x.com/CodesScottie/status/2022098318692676094) 2026-02-12T23:59Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CodesScottie Scottie CodesScottie Codes posts on X about $hims, $strk, $mstr, $nvo the most. They currently have [-----] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.
Social category influence stocks cryptocurrencies finance technology brands countries automotive brands travel destinations celebrities social networks exchanges
Social topic influence $hims #299, $strk, $mstr, $nvo #155, strk, $strf, $strd, $strc, mstr, bitcoin
Top accounts mentioned or mentioned by @saylor @grok @jfais20 @btdenominator @holysmokas @brennanbtc22 @mikealfred @investincintel @darkside2030 @punterjeff @joshmandell6 @legalgrapesesq @strategy @comic @daslittlebodhi @rhorider @mrderivatives @expatdave34 @andrewdudum @teladochub
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Strike (STRK) Strategy (MSTR) Novo-Nordisk (NVO) Strategy Incorporated (STRF) Stride (STRD) Bitcoin (BTC) RAI Finance (SOFI) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Iris Energy Limited (IREN) Datadog Inc (DDOG) Nebius Group N.V. Class A Ordinary Shares (NBIS) Robinhood Markets, Inc. (HOOD) Bull Market (BULL) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) GigaCloud Technology Inc (GCT) Hyperion DeFi (HYPD) Celsius Holdings, Inc. Common Stock (CELH) Monster Beverage Corp (MNST) Oatly Group AB (OTLY) InMode Ltd. Ordinary Shares (INMD) Rocket Companies, Inc. (RKT) Tesla, Inc. (TSLA) Broadcom, Inc. (AVGO) NuCypher (NU) Cipher Mining Inc. Common Stock (CIFR) Reddit, Inc. (RDDT) Bank of America (BAC) Uber Technologies, Inc. (UBER) TMC the metals company Inc. Common Stock (TMC) Shoals Technologies Group, Inc. (SHLS)
Top posts by engagements in the last [--] hours
"I highly recommend listening to Jack's BTC Prague talk. It's crucial for young people to recognize the divisive theater that robs us of future opportunities"
X Link 2025-06-30T13:33Z [--] followers, [--] engagements
"Thanks $STRK @saylor"
X Link 2025-06-30T13:46Z [--] followers, [--] engagements
"$STRK will lead the way"
X Link 2025-06-30T22:14Z [---] followers, [---] engagements
"@A_May_MD This is all I need to see for now. There will be a point where buying does not make sense I think weve still got room to grow. Your short bet will likely pay too everyone wins :) Nothing changes until it does"
X Link 2025-07-01T18:16Z [--] followers, [----] engagements
"$DDOG to enter S&P500 - this stock is CHEAP @BTDenominator"
X Link 2025-07-02T22:25Z [---] followers, [----] engagements
"As someone who started their career in the data center business I am liking $NBIS and $IREN - feel like I dont have enough of either one"
X Link 2025-07-03T00:13Z [---] followers, [---] engagements
"Still like $SOFI - still buying"
X Link 2025-07-03T00:40Z [---] followers, [--] engagements
"@vulturetrades Way more expensive than $HOOD - I am still buying would not be putting any money into $BULL currently. Just because the price is lower does not mean it is actually cheaper"
X Link 2025-07-03T14:39Z [--] followers, [---] engagements
"I like $CELH (also have a position in $MNST). One beverage co that I think is currently successfully executing a turn around is $OTLY. If youre like me and enjoy oat milk in your coffee then you likely know that other brands just dont hit the mark like Oatly does. They previously fumbled a growth strategy but have successfully reduced costs tremendously and expect profitable operations in the near future. I have a small position I will likely add to in the future"
X Link 2025-07-03T14:54Z [---] followers, [---] engagements
"@cobraalerts $BULL is not something Id want to deploy capital into - way more expensive than $HOOD. In competitions like this there is no second best"
X Link 2025-07-03T14:56Z [---] followers, [---] engagements
"@ZssBecker Alt szn is on again"
X Link 2025-07-03T16:20Z [---] followers, [---] engagements
"Quitting my 9-5 golden handcuff job after I double my bag one more time ๐ฎ"
X Link 2025-07-03T16:32Z [--] followers, [--] engagements
"@HolySmokas More $AMD more $GOOG $SOFI and of course $HIMS"
X Link 2025-07-03T17:36Z [---] followers, [----] engagements
"Say what you will about Elon but at minimum he appears to be a billionaire who cares about the growing issue of insolvency for the United States Government. If we do not fix our broken money we WILL end up in a really bad spot at some point down the line. As someone who is [--] this issue is the one I think about the most day to day. I hope that once the boomers move out of their offices fresh faces and minds may be able to fight for the future of America's younger generations"
X Link 2025-07-03T18:19Z [---] followers, [--] engagements
"Vibe coding command center"
X Link 2025-07-03T21:15Z [---] followers, [--] engagements
"Vibe coding"
X Link 2025-07-04T02:41Z [---] followers, [--] engagements
"Cant help but feel like my $GOOG $AMD Bags are too light have about 100k in dry powder that needs deploying Monday"
X Link 2025-07-04T23:19Z [---] followers, [--] engagements
"$GCT might be time to take another look at $RKT [--] Stocks That Could Benefit When Rates FINALLY Drop How I'm Positioning Myself. $REAX $SOFI $GCT $TSLA $INMD https://t.co/D9ceq1Fexq [--] Stocks That Could Benefit When Rates FINALLY Drop How I'm Positioning Myself. $REAX $SOFI $GCT $TSLA $INMD https://t.co/D9ceq1Fexq"
X Link 2025-07-05T17:26Z [---] followers, [---] engagements
"Today I bought more $HIMS $IREN and $GCT"
X Link 2025-07-07T19:39Z [---] followers, [---] engagements
"Re: AI and the future of my job I am [--] have been working my way up the corporate ladder since I was [--] (my first internship). I am in a very specialized role that takes years of experience and training/certification to find yourself in. I have no doubt in my mind that in [--] years time AI will perform my job much better than the most competent people in my field. I spend most of my days right now worrying about making enough money to invest in assets. I legitimately worry that if I dont accomplish this expeditiously I along with many others are going to be locked out of the dream of being a"
X Link 2025-07-07T22:27Z [---] followers, [--] engagements
"@StockTrader_Max Have held the stock since [----] - rev ramp up still isnt there. I dont see it making consistent moves until they have more sats in the air and secured revenue flow"
X Link 2025-07-08T13:18Z [---] followers, [--] engagements
"@jslats99 What about those under the age of [--] who are also highly financially successful"
X Link 2025-07-08T16:19Z [---] followers, [--] engagements
"$MSTR earnings call has included everything you could want to hear - bullish on $STRK $MSTR $STRF $STRC"
X Link 2025-07-31T22:48Z [---] followers, [---] engagements
"@BTDenominator I like it. But will undoubtedly cause a mass panic. Objectively it does not look good to back peddle so soon after issuing the earnings call guidance and stressing being ultra transparent - he should have stuck that #3 bullet into the earnings presentation"
X Link 2025-08-18T13:42Z [---] followers, [--] engagements
"Volatility is vitality - buying more $strk here"
X Link 2025-08-19T17:07Z [---] followers, [---] engagements
"@DarkSide2030_ @PunterJeff Hes not issuing new strc to pay for strc dividends - he is issuing mstr to pay pref dividends"
X Link 2025-08-22T21:06Z [---] followers, [---] engagements
"$hims - my current take is that how quick this stock moves up will be highly dependent on regulatory agencies setting an accommodating tone on issues like peptide availability. My PTs: Peptide and HRT release 2025: $200 by late [----] No Peptide release: chop around in $100-130 range in [----]. Not worried would buy more here if $LFMD were not such a good deal right now. NFA DYOR"
X Link 2025-08-24T17:33Z [---] followers, [---] engagements
"Idc im buying more - 14k shares of $strk are now mine $mstr"
X Link 2025-08-25T21:23Z [---] followers, [---] engagements
"Im in the shower pondering the runaway $strf scenario presented by @hillery_dan and @JoshMandell6 in which $STRF eats the entire $MSTR balance sheet when big players understand the senior claim and bid the price up to infinity. Id like to explore this idea more thoroughly so we as a community can understand this risk - please contribute your thoughts. As a thought experiment I get it - however my gut tells me this is very unlikely. Not only that but my initial gut feel is that if it were to start to occur ironically the scenario might actually play out to benefit mstr greatly. Tldr my current"
X Link 2025-08-26T02:01Z [---] followers, [----] engagements
"Do you feel that $strk holders Its the wind at our backs"
X Link 2025-08-26T22:11Z [---] followers, [---] engagements
"Higher $nbis $avgo $nu $cifr $sofi $rddt $iren $ddog"
X Link 2025-08-28T16:18Z [---] followers, [---] engagements
"He has already talked about recapitalizing the company if MNAV drops below [--]. MSTR is going to get into S&P rates are going to drop and bond investors are finally going to realize that the prefs offer the greatest fixed income opportunity in terms of risk to reward on the market right now"
X Link 2025-08-28T17:56Z [---] followers, [---] engagements
"@DarkSide2030_ All of this gets solved that rates come down and fixed income buyers want to make more than 4% - everyone needs to calm down and realize that we are in the ACCUMULATE phase - monetizing the bag can come later"
X Link 2025-08-29T01:48Z [---] followers, [--] engagements
"Everyone can sit around and whine about what THEY think the guy who has accumulated 3% of the total supply of the most valuable asset on the planet should do so that price only goes up. I dont know what to tell the people who think that we wont enter a phase where the btc gets monetized"
X Link 2025-08-29T04:13Z [---] followers, [--] engagements
"But what I can say is that the time to start floating the idea of selling btc to manage fiat obligations IS NOT when btc is trading at 100k and the US is about to turn the printer back on to print their way out of a recession"
X Link 2025-08-29T04:14Z [---] followers, [--] engagements
"Was at a party on Saturday and was talking to a portfolio manager at Bank of America - helps structure portfolios for hedge fund clients. Guy had never heard of @saylor or $mstr - we are early"
X Link 2025-09-01T17:31Z [---] followers, [--] engagements
"@Adrian_R_Morris BuT PrIcE Go DoWn"
X Link 2025-09-04T12:57Z [---] followers, [--] engagements
"Seems [--] is a bottom for $strk - huge buying opportunity on $mstr with the nasdaq fud"
X Link 2025-09-04T18:29Z [---] followers, [---] engagements
"@itschrisray Got in at ipo and accumulated sub [--] dollars and happy to buy more at this level with a [--] year investing horizon"
X Link 2025-09-04T23:01Z [---] followers, [---] engagements
"$strk still holding. People rates are coming down and when they do there is only one company who has built out a portfolio of products that will be both low risk and high yield. Go touch grass until that rotation happens its not a question of if but when. Might be early but not wrong"
X Link 2025-09-05T16:06Z [---] followers, [--] engagements
"Btc is still accumulating in a way that is accretive to shareholders. That is the companies mission not to manage and guarantee the share price people want to see over cherry picked timeframes. Strategy is not responsible for peoples emotional response to short term price fluctuations"
X Link 2025-09-06T18:55Z [---] followers, [--] engagements
"@A5T3R0lD @LegalGrapes_Esq @21M1LL @Strategy You just say things dont you"
X Link 2025-09-06T19:02Z [---] followers, [--] engagements
"Touched on S&P preferred equities good stuff. We are all early people. Inclusion will happen in time. Preferred equity leverage will look much less scary when rates come down and he is selling preferred at 1.5x+ their liquidation preference. The digital transformation of capital markets is accelerating and momentum is building for Bitcoin. https://t.co/AK1Bs8fhc5 The digital transformation of capital markets is accelerating and momentum is building for Bitcoin. https://t.co/AK1Bs8fhc5"
X Link 2025-09-08T12:42Z [---] followers, [--] engagements
"Was trying to jump into Freds live last night to address the guy who was talking about buying alt bags to accumulate btc. I personally have exposure to alts and do believe that we will see an alt season. However people should go read Bogles the little book of common sense investing and think about how it applies to this emerging crypto market. To me BTC is the crypto index. Will there be alts that outperform for periods Yes. Will there be managers who can effectively outperform the index for periods Yes. But almost always you will have a mean reversion and even if you think you are the"
X Link 2025-09-08T12:57Z [---] followers, [--] engagements
"Still early $STRK"
X Link 2025-09-08T15:55Z [---] followers, [---] engagements
"@GrantCardone 25bps"
X Link 2025-09-08T16:00Z [---] followers, [---] engagements
"Any dry powder goes to $strk $mstr at these levels"
X Link 2025-09-08T17:06Z [---] followers, [---] engagements
"@lindsaystamp3 The cars drive themselves now. There will be no human uber drivers soon"
X Link 2025-09-09T15:06Z [---] followers, [--] engagements
"$STRK $MSTR Still Early"
X Link 2025-09-09T15:55Z [---] followers, [---] engagements
"Still early $STRK $MSTR"
X Link 2025-09-10T14:34Z [---] followers, [---] engagements
"If you know you know $HYPD moonshot"
X Link 2025-09-10T15:31Z [---] followers, [----] engagements
"Are ya $HYPD son"
X Link 2025-09-11T17:16Z [---] followers, [---] engagements
"Still early $STRK $MSTR"
X Link 2025-09-15T14:13Z [---] followers, [---] engagements
"This - still early $STRK $STRF $STRD $STRC - adjust your time horizon on your thesis and you will see that these securities are some of the most insane risk to reward plays in the market. I think structurally the biggest beneficiary of a rate cut are probably going to be these preferreds on MicroStrategy. - Jeff Park (@dgt10011) @saylor has these preferreds in a position to consume capital as the rates lower and the spread on the yield widens. The fundamentals https://t.co/jAcJ9eP0Cl I think structurally the biggest beneficiary of a rate cut are probably going to be these preferreds on"
X Link 2025-09-19T13:48Z [---] followers, [---] engagements
"Still early $STRK $MSTR $STRF $STRC"
X Link 2025-09-26T15:46Z [---] followers, [---] engagements
"@Z06Z07 @clinkie44 Which makes $STRK the only compelling pref to me"
X Link 2025-09-29T11:57Z [---] followers, [--] engagements
"@fartface2000 @Pledditor Thats because rates have not dropped enough - patience pays"
X Link 2025-09-30T12:04Z [---] followers, [--] engagements
"Do your ibit calls do this $mstr $strk $strf $strd"
X Link 2025-09-30T14:24Z [---] followers, [---] engagements
"All the haters who didnt do enough research are about to have their minds blown by how much btc saylor is going to accumulate using the prefs"
X Link 2025-10-03T16:58Z [---] followers, [--] engagements
"Was at a party last night talking mstr with tradfi bros - all of them were repeating he is so over levered its a ponzi without any desire to hear details on his capital structure. You have no idea how early you still are"
X Link 2025-10-04T23:42Z [---] followers, [--] engagements
"BTC back credit cards like Pokmon gotta catch em all"
X Link 2025-10-10T12:34Z [---] followers, [--] engagements
"$STRK once again in generational buy zones"
X Link 2025-10-10T17:24Z [---] followers, [--] engagements
"@HolySmokas Peoples reality starts where they enter the trade. People entering btc for the first time or with little experience at [---] are going to be learning hard lessons that seasoned investors have already gone through. Nothing surprising there"
X Link 2025-10-12T01:13Z [---] followers, [---] engagements
"@GaussResearch STRK as in microstrategy preferred - not a crypto token"
X Link 2025-10-14T20:35Z [---] followers, [--] engagements
"If I had more dry powder to put in $STRK I would be buying in size sub [--] dollars"
X Link 2025-10-15T15:40Z [---] followers, [--] engagements
"$TMC investor since IPO here - a small pre revenue deep sea mining company. I liked their leadership @gtbgtb vision and technology. after investing my initial investment dropped 90+%. This drop was mainly due to the company being hamstrung by the international seabed authority preventing them from securing active exploitation contracts I guess the world order prefers exploiting human labor in 3rd world countries destroying the health of the people and the land instead of gently scooping critical battery metals off the seafloor. Most sell after a drawdown like this but my conviction was strong"
X Link 2025-10-15T16:20Z [---] followers, [---] engagements
"That is unless they monetize the btc stack in which case the distributions may qualify as qual divs"
X Link 2025-10-16T04:12Z [---] followers, [--] engagements
"I sold 11/7 $ASTS [---] calls to take money off the table when it hit [--]. I think Ill be able to roll if needed but personally do not think we are seeing [---] by then. Good luck and good job all my fellow hodlrs"
X Link 2025-10-16T19:35Z [---] followers, [---] engagements
"Patience pays - still early $MSTR $STRK $STRF $STRC"
X Link 2025-10-10T13:53Z [---] followers, [---] engagements
"$ASTS investor since IPO here. A small pre revenue satellite company that had great tech I believed in. After buying in my investment dropped 80+%. In that moment my conviction led me to buying heavy when significant de-risking had not occurred yet. Those lots are now [--] baggers for me. This is a lesson in why you cannot borrow conviction you must build it yourself. Its the only way you are going to be capable of executing in an environment filled with voices saying to swim the other way. To infinity and beyond"
X Link 2025-10-14T16:36Z [---] followers, 21.6K engagements
"Look the $MSTR $STRK $STRF $STRD $STRC play is one that will require a bit of patience but will be incredibly rewarding (my own belief NFA DYOR). Rates have to come down basically to 0%. There are no fixed income plays as safe as the MSTR prefs paying the rates they do currently. Locking in a position now is going to be an incredible move if you fast forward [--] years from now. Everything over the next 12-24 months is noise to me"
X Link 2025-10-14T16:52Z [---] followers, [---] engagements
"Still early $MSTR $STRK $STRF $STRD"
X Link 2025-10-14T18:28Z [---] followers, [---] engagements
"Most have never heard of $SHLS - another investment I have been in since it was trading at [--] dollars a share. Market was heavily mis-pricing it with it traded down to sub [--] dollars (time to buy heavy for me). Im now up almost 100% and expect to go higher. Why shls I love solar energy and they make the shovel components used in the majority of large scale solar installs. They are also expanding into Battery Energy Storage Systems (BESS) which will be a hot space given the surge in datacenter demand. One of the only solar companies that has remained profitable through this last downcycle."
X Link 2025-10-14T19:53Z [---] followers, [----] engagements
"$STRK $STRF $STRD $STRC Dividends have been announced as non taxable return of capital until your basis hits zero"
X Link 2025-10-16T04:01Z [---] followers, [---] engagements
"I think the guy has given his life day in and out the last several years to building an incredible company. Unfortunately we have a system that allows for the establishment to push around price with strategies like short selling even when the company being shorted is a great one. The man is a human and is allowed to have a little bit of fun given the pressures that all of this introduces for him. Instead he has supporters writing dissertations on the ethicality of posting a ๐ emoji. [----] is the noisiest time to be an investor. People are way too bored and it shows in situations like this"
X Link 2025-10-18T12:03Z [---] followers, [--] engagements
"$HIMS is one of the easiest buys right now while the rest of the market feels pretty frothy to me"
X Link 2025-10-20T13:40Z [---] followers, [---] engagements
"$STRK $MSTR sub [--] will be generational opportunity in hindsight - the thesis is simple. Rates will trend to [--] over the coming years and there will simply be no instruments available paying the yields of the prefs that share similar risk profiles. Your ability to capture a 9% perpetual rate will disappear shortly as all of the prefs get repriced by the market. NFA DYOR"
X Link 2025-10-20T13:50Z [---] followers, [---] engagements
"@amitisinvesting This incident is going to drive diversification and new dev controls into projects ensuring there is no over reliance on a single provider. Goog amzn and msft are the trifecta of cloud computing that deserve a spot in every portfolio"
X Link 2025-10-20T13:52Z [---] followers, [----] engagements
"@joecarlsonshow You should have your devs put a notice banner with a link to aws outage status page. Right now you are throwing invalid username/password errors to your users - will create confusion for any users not monitoring x"
X Link 2025-10-20T14:38Z [---] followers, [----] engagements
"People dont understand the prefs because @saylor is ahead of the markets understanding/true need for the products. Tick tock the prefs time in the sun is coming"
X Link 2025-10-20T18:58Z [---] followers, [---] engagements
"Tried telling everyone at $ASTS was running hot. Took profits at the top via covered calls - sold no shares. Still bullish longterm we will see 100+ again"
X Link 2025-10-21T18:18Z [---] followers, [---] engagements
"@Snz_BTC I can guarantee you that their enormous institutional inflows are not being driven by podcast appearances"
X Link 2025-10-26T12:48Z [---] followers, [---] engagements
"In a falling rate environment $STRK feels to me like one of the most asymmetric opportunities to exist. At these levels you are locking in 9% yield along with a call option on bitcoin that never expires. Opportunities like this do not remain opportunities forever. When rates trend to [--] the yields on BTC backed credit products will drop in tandem as the market wakes up and begins to accurately price them. You can do the math on what the price of $STRK $STRF would be if their yields get repriced to 3-4%"
X Link 2025-10-27T14:03Z [---] followers, [---] engagements
"Most truly cannot fathom the passive inflows in to $MSTR in the future"
X Link 2025-10-28T19:15Z [---] followers, [---] engagements
"@BTC_Archive So basically believes btc keep going up so we must punish president and not allow him to profit. Agree that he should not be able to make trump coins but ownership ban is an overreach"
X Link 2025-10-29T18:07Z [---] followers, [--] engagements
"@AdamBLiv I think someone needs to ask about long term vision of monetizing the btc bag beyond cagr of the btc. This point has been the #1 argument used against them by retail and was even mentioned in the S&P rate"
X Link 2025-10-29T20:28Z [---] followers, [--] engagements
"Only regret is not having dry powder to buy more $STRK $STRF $STRD $STRC $MSTR"
X Link 2025-10-30T15:50Z [---] followers, [---] engagements
"Happy to be a $MSTR $STRK $STRD $STRC $STRD holder today. I am particularly satisfied with my Pref position and the tax free yield I am earning there. Why though Because today I live in nyc but I am pretty certain I will not be living here in [--] years. So while I am here I am earning an income on my investment tax free and because I am a long time horizon investor I know I will not be selling my position anytime soon. When its time to cash out and realize all of my deferred gains I will do it somewhere that will not include a 50% hit. Not financial advice do your own research"
X Link 2025-10-31T22:53Z [---] followers, [---] engagements
"Imagine having paper hands when BTC is still above 100k - your issue is that you do not have enough time in the space or you are not investing with a long enough time horizon If you are not heavily leveraged you have time. Touch grass have a drink eat a steak. The pump is coming"
X Link 2025-11-03T16:08Z [---] followers, [---] engagements
"Favorite part of $HIMS earnings was putting the retail questions before the institutional questions"
X Link 2025-11-03T23:46Z [---] followers, [---] engagements
"$HIMS as an investor since IPO todays earnings has me hyped up once more. Pretty much fully dispelled every FUD narrative that has been running for the last two quarters. We are going a lot higher"
X Link 2025-11-04T03:50Z [---] followers, [---] engagements
"Btc keeps dropping and I just keep buying - Christmas came early everyone"
X Link 2025-11-04T17:02Z [---] followers, [--] engagements
"Breathe in breathe out buy more bitcoin"
X Link 2025-11-04T19:01Z [---] followers, [--] engagements
"Bitcoin moves from 110k to 100k and bros are out here acting like they accurately predicted the next depression"
X Link 2025-11-04T20:36Z [---] followers, [--] engagements
"Yesterday was a litmus test - most of you failed"
X Link 2025-11-05T13:22Z [---] followers, [--] engagements
"Feeling like [--] was the bottom for $STRK - sub [--] is truly a generational buying opportunity and it will be obvious 12-24 months from now. NFA DYOR $MSTR $STRC $STRD $STRF"
X Link 2025-11-05T14:57Z [---] followers, [---] engagements
"Man some idiot sold me their bitcoin at 99k yesterday they will never be getting it back"
X Link 2025-11-05T17:25Z [---] followers, [--] engagements
"@KinggTrades Or 91k plus long term upside of 50+% with $STRK"
X Link 2025-11-05T23:39Z [---] followers, [---] engagements
"$HIMS AND $LFMD BUYERS AT THESE LEVELS WILL BE REWARDED"
X Link 2025-11-06T16:57Z [---] followers, [---] engagements
"We need a grassroots x movement promoting $STRC $MSTR $STRK $STRD $STRF @saylor gave us a slam dunk. Anytime you see some bear posting just drop them a: You ready to get STRETCHED $STRC"
X Link 2025-11-06T22:02Z [---] followers, [---] engagements
"Wasnt btc supposed to be 444k or something by now Careful listening to people claiming to be future seers"
X Link 2025-11-07T04:57Z [---] followers, [---] engagements
"Holy shit $ELF"
X Link 2025-11-07T14:21Z [---] followers, [---] engagements
"@Mitch_BTC21 Insane risk to reward on $STRK - Im a mega bull on the product"
X Link 2025-11-09T20:19Z [---] followers, [--] engagements
"@loganclarkhall Wernher von Braun and his team of [----] nazi scientists were moved to the USA post WW2 and assimilated into NASA to land the first man on the moon"
X Link 2025-11-12T12:51Z [---] followers, [---] engagements
"Sometimes investing in high quality hyper growth names means holding through large drawdowns while everyone points laughs and tells you how wrong you are. This is the test you must pass to earn extraordinary returns. Good luck out there to all of you hope you dont get shaken out"
X Link 2025-11-12T15:02Z [---] followers, [--] engagements
"Just like the bulls were wrong about 150k BTC bears will be wrong about 65k"
X Link 2025-11-12T22:09Z [---] followers, [--] engagements
"$STRK $STRF $STRC $STRD $MSTR Im still early and will be buying more at these levels"
X Link 2025-11-13T03:47Z [---] followers, [---] engagements
"@comic That was a question to you - what are the div obligations for the next [--] months"
X Link 2025-11-14T14:06Z [---] followers, [--] engagements
"ChatGPT agrees - my brother they literally just raised like 680mil on stre they are sitting on heaps of liquid assets (btc) and have said they would sell some if absolutely necessary. All I know is that if I was sitting on 70B in assets with a 700mil run rate for the year I would not be concerned. Even if you cut me in half even if you cut me into a quarter of that size. This is not rocket science from a risk management perspective. Hes got options"
X Link 2025-11-14T14:16Z [---] followers, [--] engagements
"@comic He has the liquid assets you understand how that works right When you own something and sell it to someone else that typically involves a transfer of cash"
X Link 2025-11-14T14:36Z [---] followers, [--] engagements
"Conviction: Intact - let the haters with no skin in the game talk their shit $MSTR $STRK $STRD $STRF $STRC $STRE"
X Link 2025-11-14T14:59Z [---] followers, [---] engagements
"The strength of $STRF should be noted"
X Link 2025-11-14T15:01Z [---] followers, [--] engagements
"@Legend_of_Kaspa ๐ซก"
X Link 2025-11-14T18:21Z [---] followers, [--] engagements
"$MSTR $STRK $STRD $STRF $STRC - where do you exist on this curve"
X Link 2025-11-14T19:51Z [---] followers, [---] engagements
"@Cryptoking @saylor @MicroStrategy Can you find yourself on this curve"
X Link 2025-11-14T20:30Z [---] followers, [--] engagements
"@Nostre_damus Literally not how it works"
X Link 2025-11-16T23:01Z [---] followers, [----] engagements
"Rates are going to trend to zero - MSTR is offering 8-12% fixed fiat return backed by Bitcoin. This will not continue forever these rates will trend down with the Fed Rate. This will require pref prices to increase. Its that simple thats the thesis"
X Link 2025-11-17T15:45Z [---] followers, [---] engagements
"@DasLittleBodhi @RhoRider Whats your cost basis Oh wait you have no skin in this game"
X Link 2025-11-17T20:45Z [---] followers, [--] engagements
"Dont ride the rocket if you cant pull the Gs $MSTR $STRD $STRC $STRK $STRF"
X Link 2025-11-17T20:46Z [---] followers, [---] engagements
"If youre dumping here youve failed the only test"
X Link 2025-11-17T20:47Z [---] followers, [---] engagements
"@DasLittleBodhi @RhoRider Maybe my arrow will help you identify yourself on this very informative IQ curve"
X Link 2025-11-17T20:52Z [---] followers, [--] engagements
"@ZynxBTC Bought some strd and strk today ๐ช๐ฝ"
X Link 2025-11-18T02:47Z [---] followers, [---] engagements
"Imagine being the guy who sold his bitcoin to me for 89k yesterday"
X Link 2025-11-18T16:41Z [---] followers, [--] engagements
"$STRK $STRD $STRC $STRF $MSTR"
X Link 2025-11-19T18:07Z [---] followers, [----] engagements
"Buying $LFMD $HIMS and $KULR here"
X Link 2025-11-19T18:51Z [---] followers, [---] engagements
"$STRK GENERATIONAL ENTRY"
X Link 2025-11-19T21:41Z [---] followers, [--] engagements
"No light without dark no rainbow without rain hold steady and be rewarded after the pain $MSTR $BTC $ETH $HIMS $LFMD"
X Link 2025-11-20T16:15Z [---] followers, [---] engagements
"@JoshMandell6 444k is cautionary"
X Link 2025-11-21T15:34Z [---] followers, [--] engagements
"@ChrisMMillas This is the only test you must pass"
X Link 2025-11-21T23:08Z [---] followers, [--] engagements
"I literally buy btc every day in weeks like this i am buying much more aggressively than i normally would"
X Link 2025-11-24T15:51Z [---] followers, [--] engagements
"@PeterSchiff Yes - even though bitcoin derivatives are now turning into wall streets most profitable products. Totally going to zero though. Any day now"
X Link 2025-11-30T03:27Z [---] followers, [--] engagements
"I accumulated $strd at [--] and $strk at [--]. Generational entries"
X Link 2025-11-30T14:33Z [---] followers, [---] engagements
"There seems to be a new coordinated FUD campaign comparing BTC to Tulips - do not fall for this"
X Link 2025-12-06T18:34Z [---] followers, [--] engagements
"A tasty tax-free Christmas gift from @saylor and team. I am so bullish on prefs as rates continue trending down. $MSTR $STRK $STRF $STRD"
X Link 2025-12-31T18:12Z [---] followers, [--] engagements
"This is gonna be me in year [----] talking about my $MSTR $STRK position Man invests $1.2m in Berkshire Hathaway at $2k/sh; [---] class A shares. Each share is now worth $750k giving him $450M. The most crazy rich mfs you will ever meet irl will be at the Berkshire Hathaway annual shareholder meeting. Nothing else comes close. https://t.co/xVs0XvJA5v Man invests $1.2m in Berkshire Hathaway at $2k/sh; [---] class A shares. Each share is now worth $750k giving him $450M. The most crazy rich mfs you will ever meet irl will be at the Berkshire Hathaway annual shareholder meeting. Nothing else comes"
X Link 2026-01-10T22:47Z [---] followers, [---] engagements
"This is good and only getting better for $MSTR Strategy bought [-----] bitcoin and the purchase is already at a $33808587 gain Yet financial professionals who purport to be Bitcoiners like @Brennan_BTC22 will spend their time telling you why the guy who has arguably done the most to move bitcoin forward since [----] is actually out to scam everyone. These are the same people who want to tear him apart for his take on what bitcoin did where he called out all the negativity in the community. If you are a true bitcoiner then you understand that BTCTCs and operating companies who are hodling are not"
X Link 2026-01-13T19:56Z [---] followers, [---] engagements
"@kingtutcap $ASTS [----] lot"
X Link 2026-01-16T05:17Z [---] followers, [---] engagements
"@Mr_Derivatives lol"
X Link 2026-01-17T00:22Z [---] followers, [---] engagements
"@JesseKobernick ATM issuance at above [--] mNAV is not dilutive and over a long time horizon those equity holders are going to do just find even if there is no mNAV expansion. That said common issuance will be less of a factor as prefs scale"
X Link 2026-01-17T18:31Z [---] followers, [--] engagements
"@RonSwanonson Or you could buy STRK realize a 3.5% spread with bo moving rate risk and have upside of $15+ dollars per share"
X Link 2026-01-21T05:27Z [---] followers, [----] engagements
"I get on x now and just see a wall of FUD peddlers. I dont even think they believe what they are saying. Imagine seeing a 2B weekly raise in peak fear/bear market for btc and shrugging it off. The train clearly is not stopping Id be careful not to linger on the tracks too long https://twitter.com/i/web/status/2013850134023426429 https://twitter.com/i/web/status/2013850134023426429"
X Link 2026-01-21T05:44Z [---] followers, [--] engagements
"@HolySmokas Good stock. Way mispriced right now - investor since ipo checking in"
X Link 2026-01-22T01:04Z [---] followers, [----] engagements
"@WheelieInvestor Dont cry over spilled milk buy the dip"
X Link 2026-01-22T05:00Z [---] followers, [---] engagements
"@himshouse Ill be able to tell my grandkids I bought more $HIMS sub $4 after buying in at [--]. The people who entered at the local top think 50% is pain ๐"
X Link 2026-01-22T22:20Z [---] followers, [---] engagements
"@HermesLux People lose money buying options until they finally understand that theta gang is the way"
X Link 2025-10-04T00:51Z [---] followers, [---] engagements
"I remember the last time $hims fell from [--] to [--] dont fuck this up bro"
X Link 2026-01-31T06:05Z [---] followers, [---] engagements
"@EndicottInvests The tourists are out boys - accumulating here"
X Link 2026-02-05T18:45Z [---] followers, [---] engagements
"1. calling AI drug discovery speculative in [----] is like calling e-commerce speculative in [----]. Over [--] AI-derived molecules are already in clinical trials. Recursion runs millions of experiments weekly. ChemLexs robotic lab does [---] reactions/day the work of [---] chemists. This isnt a thought exercise its the present. The point isnt that semaglutide benefited from AI its that the next semaglutide will which means the cost structure NVO uses to justify monopoly pricing is already eroding. You dont need $1000/month pricing to recoup R&D when AI cuts development costs 30-50% On [---] & 1.2"
X Link 2026-02-06T23:18Z [---] followers, [--] engagements
"@RenaisanceRex @MarketMatrixs Not responding to this because again youre wrong. No one is stealing anything"
X Link 2026-02-07T02:46Z [---] followers, [---] engagements
"1. The $16B net debt argument actually proves MY point. That debt is overwhelmingly from manufacturing expansion not R&D. The Catalent acquisition alone was $11B buying production capacity to meet demand for a drug already generating $33B/year. NVO didnt go into debt to discover semaglutide. They went into debt to build factories fast enough to sell MORE of it. Youre conflating scaling a money printer with funding innovation. Those are opposite things. And no Im not arguing theyre entitled to $1000/month until debt-free. Im pointing out they originally priced Wegovy at $1349/month dropped it"
X Link 2026-02-07T15:15Z [---] followers, [--] engagements
"@mrhighway_y @mikealfred Brother you are the one who came out swinging - Ive done plenty of schooling dont worry that is why I am up 600% on my hims position at [--] dollars a share"
X Link 2026-02-07T16:12Z [---] followers, [--] engagements
"@mvcinvesting The fundamentals havent changed - the sentiment has which is largely a result of price action"
X Link 2026-02-07T16:53Z [---] followers, [----] engagements
"@LegalGrapes_Esq JPMorgan is not adopting bitcoin - they are building blockchain tooling for internal use cases that may or may not use one of the L1 chains outside BTC"
X Link 2026-02-07T17:15Z [---] followers, [--] engagements
"@MegatrendGlobal Founders selling shares is not a bearish signal"
X Link 2026-02-08T13:44Z [---] followers, [--] engagements
"@MightyMuth24 @Brexit_Refugee @RealJakeBroe The only appropriate response to this kind of talk is ok boomer"
X Link 2026-02-08T14:26Z [---] followers, [--] engagements
"@ExpatDave34 @plainyogurt21 Sorry my man I have a cost basis of [----] on [----] shares that I sold covered calls on at the top for [--] dollars per share. My shares are house money at this point"
X Link 2026-02-08T14:28Z [---] followers, [--] engagements
"People pay to read what you write Lol. Its clear you are out of arguments here. It seems to me that you know very little about how AI is being deployed in the real world. Clinical trials are 60-70% of pharma R&D costs and you say AI can hardly disrupt them. Meanwhile: digital twins reduce sample sizes 20-35%. FDA published guidance on AI/ML in drug development in [----]. Recursion runs millions of virtual experiments weekly. The FDA accepted Insilicos AI-designed molecule into Phase II in under [--] years vs the 10-15 year historical average. Youre not defending NVOs business model anymore youre"
X Link 2026-02-08T14:55Z [---] followers, [--] engagements
"@farrmacro Ok boomer"
X Link 2026-02-08T15:57Z [---] followers, [--] engagements
"@Investinc_Intel Yes"
X Link 2026-02-08T17:44Z [---] followers, [---] engagements
"@Investinc_Intel Same NVO does not seem willing to play nice though. Too many lay 100% of the relationship failure on HIMS"
X Link 2026-02-08T17:56Z [---] followers, [--] engagements
"@SharkChart Obvious but at [--] is still true saying a stock is good value at x price does not mean that the price action will be nothing but up and to the right afterwards. Its all about each investors time horizon"
X Link 2026-02-08T23:14Z [---] followers, [---] engagements
"@Mr_Derivatives I was hoping to buy some $15 hims"
X Link 2026-02-09T02:02Z [---] followers, [---] engagements
"@jfais20 Hey @grok how common is it for founders of successful startup companies to regularly sell their shares"
X Link 2026-02-09T02:46Z [---] followers, [--] engagements
"@grok @jfais20 Thanks @grok accounts like @jfais20 like to paint a narrative that @AndrewDudum selling his equity is somehow a nefarious plot. Do these arguments hold any merit"
X Link 2026-02-09T02:49Z [---] followers, [----] engagements
"@grok @jfais20 @AndrewDudum Thanks grok Wow I bet if @jfais20 founded a successful startup you would just hodl forever and never ever sell a single share Right And if you did Id be sure to jump on the internet and cobble a narrative together to try to make you out to be a bad faith actor"
X Link 2026-02-09T02:54Z [---] followers, [--] engagements
"@TeladocHub @RealVikashMehra @jfais20 @grok Hey @grok is this true Is hims violating compounding laws and regulations based on how they are running their glp1 business"
X Link 2026-02-09T02:56Z [---] followers, [--] engagements
"@grok @TeladocHub @RealVikashMehra @jfais20 Thanks grok but what about their personalized compounding strategy (not for the unlaunched pill but injectables) are they violating any laws or regulations"
X Link 2026-02-09T03:00Z [---] followers, [--] engagements
"$NVO $HIMS This is why its important to ask a couple ok but why questions when thinking about the fight over semaglutide. Drug companies engage in evergreening filing layers of patents on formulations delivery devices dosing regimens and manufacturing methods to extend exclusivity well beyond the original compound patent. Novo has numerous patents listed in the Orange Book beyond just the [---] Patent. The original research that identified GLP-1 as a target was largely publicly funded academic work the Lasker Foundation award Novo cites in the complaints very first footnote went to researchers"
X Link 2026-02-10T01:00Z [---] followers, [---] engagements
"$NVO $HIMS A Yale/Kings College study found that Ozempic could be manufactured for [--] cents to $4.73 per month compared to the US list price of $968.52. The active ingredient semaglutide costs about [--] cents per monthly dose to produce. The biggest manufacturing cost is actually the disposable injection pen not the drug. https://twitter.com/i/web/status/2021027047657668641 https://twitter.com/i/web/status/2021027047657668641"
X Link 2026-02-10T01:02Z [---] followers, [---] engagements
"You are hating on an effort to offer detective measures for terminal illness to more humans. Once you go there I dont really give a shit what you invest in. Youve revealed yourself to be a vile person. The point is you should be rooting for greater access to DETECTION and CURES - especially when sometimes earlier detection leads to a higher survival likelihood. But you didnt do that. You were trying to dunk and shit on an effort to offer detective measures to more people because they are not 100% accurate. Trash"
X Link 2026-02-10T01:07Z [---] followers, [--] engagements
"$NVO $HIMS In the 1980s chemist Svetlana Mojsov working at Mass General on NIH funding identified the active form of GLP-1 synthesized it and showed it could stimulate insulin secretion. This was the foundational discovery behind every GLP-1 drug on the market today"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS MGH filed two patents in [----] listing only her male colleague as inventor. Without telling her. She fought for years to get the USPTO to correct the record. Prize committees gave awards to three men while excluding her until a [----] expos forced a reckoning. She finally got the Lasker in [----] and Breakthrough Prize in [----]. https://twitter.com/i/web/status/2021035663072563540 https://twitter.com/i/web/status/2021035663072563540"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS Novo Nordisk built on this publicly-funded science to engineer semaglutide real work but incremental. The molecule generated $29B in [----] alone with cumulative revenue likely exceeding $75B since launch. List prices remain $1000$1350/mo. Manufacturing cost Under $5/mo according to Yale researchers. https://twitter.com/i/web/status/2021035665836724610 https://twitter.com/i/web/status/2021035665836724610"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS Recent deals with the Trump administration brought self-pay prices down to $349/mo and Medicare to $245$274/mo. Progress but still 70x manufacturing cost. Novo spends 41% more on buybacks and dividends than on R&D"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS Now about those patents. In [----] Congress passed the Hatch-Waxman Act a grand bargain. Pharma companies get up to [--] extra years of patent life to compensate for time lost during FDA trials. In exchange generic makers get a streamlined approval pathway so cheaper generics reach patients quickly. Two sides. One balance. https://twitter.com/i/web/status/2021035670437851276 https://twitter.com/i/web/status/2021035670437851276"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS Semaglutides core patent was filed in [----] it should naturally expire in [----]. But through a Patent Term Adjustment (682 days for patent office delays) and a Patent Term Extension (the Hatch-Waxman mechanism) it now expires in December [----]. Novo stands to earn an estimated $166B in those extra years alone. https://twitter.com/i/web/status/2021035672522330585 https://twitter.com/i/web/status/2021035672522330585"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS And thats just the compound patent. Novo has filed [---] patent applications and been granted [---] creating a patent thicket extending protection to [----] mostly covering minor modifications like delivery devices dosing regimens and formulations. They took both sides of a bargain designed to be balanced. https://twitter.com/i/web/status/2021035674292363635 https://twitter.com/i/web/status/2021035674292363635"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS Today Novo sued Hims for patent infringement. Legally they might win. But dont let them tell you they did this alone"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS Youre going to see a lot of takes saying Hims was stealing Novos intellectual property. Novo holds a valid patent and Hims sold the compound anyway while their CEO acknowledged on an earnings call that semaglutide was still patented"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS But before you pick a side understand what youre actually rooting for. Youre not rooting for the scientists. Svetlana Mojsov had her name left off her own discoverys patents. The researchers who made GLP-1 drugs possible were funded by tax dollars through NIH"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS Youre rooting for a system where a company can build on publicly-funded science charge 200x manufacturing cost spend more on enriching shareholders than on R&D stack [---] patents to block generics for decades and then sue the companies that emerged specifically because millions of patients couldnt afford the drug. https://twitter.com/i/web/status/2021035682135674987 https://twitter.com/i/web/status/2021035682135674987"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS Hims isnt a hero here. Theyre a $3B telehealth company that saw a business opportunity and took a calculated legal risk. But the compounding market didnt appear out of nowhere it exploded because the system failed patients first"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"$NVO $HIMS The question isnt whether Novo has the legal right to sue. They do. The question is whether a system that produces these outcomes where a life-changing drug costs under $5 to make the foundational research was publicly funded and patients still cant afford it is one we should be defending without question. Patent law is not morality. Dont confuse the two. https://twitter.com/i/web/status/2021035689391841541 https://twitter.com/i/web/status/2021035689391841541"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"@SiemprePulpo Oh yea NVO definitely has not realized an adequate return on their drug whose foundational research was done by tax funded research in the 80s. Give me a break those promo kneepads they sent you must be really nice"
X Link 2026-02-10T11:36Z [---] followers, [--] engagements
"@Invst_Informant @mikealfred I use hims have for years and Im a satisfied customer. Its actually what drove my original interest in researching the stock when it IPOd. What exactly is wrong with HIMs products"
X Link 2026-02-10T22:02Z [---] followers, [---] engagements
"@TT_stocks_ @alc2022 There this old saying hate him cause you aint him stop losermaxxing bro its not a good look. Just let him do his jestermaxxing in peace"
X Link 2026-02-10T22:15Z [---] followers, [--] engagements
"I have heard no one talking about a short squeeze. It is going to [---] just not tomorrow. Here lies another bull who will now relentlessly bear post HIMS because he needs to justify his paper handed capitulation. The salt from these types will be biblical when it moves up again. Its ok buddy we all learn this lesson once or twice. https://twitter.com/i/web/status/2021373364078547180 https://twitter.com/i/web/status/2021373364078547180"
X Link 2026-02-10T23:58Z [---] followers, [----] engagements
"Remember that $HIMS set aside a 250M buyback war chest"
X Link 2026-02-11T00:43Z [---] followers, [---] engagements
"@van00sa It sounds like the interviewer does not believe in btc"
X Link 2026-02-11T23:15Z [---] followers, [---] engagements
"@WOLF_Bitcoin_ This has been the argument made by many for a long time. Bad argument"
X Link 2026-02-11T23:16Z [---] followers, [--] engagements
"@paulcerro @StockMarketNerd No need to reply anymore - your responses reek of Im smarter than everyone else without any balance or acknowledgement when an opposing point actually lands. Ive worked with lots of people like you insufferable"
X Link 2026-02-11T23:33Z [---] followers, [--] engagements
"@julianhosp @BeckyQuick Please do elaborate - what is the path towards bankruptcy"
X Link 2026-02-12T02:09Z [---] followers, [---] engagements
"@Brennan_BTC22 Those statements dont go together"
X Link 2026-02-12T15:16Z [---] followers, [--] engagements
"@Investinc_Intel The salt will be biblical when it rips again"
X Link 2026-02-13T00:00Z [---] followers, [--] engagements
"$NVO $HIMS The story of semaglutide everyone should know. Novo Nordisk just sued Hims & Hers for patent infringement. Before you pick a side read this. ๐งต"
X Link 2026-02-10T01:37Z [---] followers, [---] engagements
"@Brennan_BTC22 So how do you think bitcoin succeeds if accumulators like mstr get liquidated Hint: it would not. There would be no comeback for the asset if the street finds a way to liquidate these guys the sentiment would never recover. Youre rooting against your own team"
X Link 2026-02-12T15:22Z [---] followers, [--] engagements
"Starting to feel like GME pre squeeze - bears are way too confident at these levels. By all means keep piling the shorts on. Dean Curnutt CEO of Macro Risk Advisors: "With earnings on Feb [--] this potentially sets up for a nasty short covering/squeeze event especially since $HIMS usually sees strong post-earnings follow-through." https://t.co/ON4gp44RML Dean Curnutt CEO of Macro Risk Advisors: "With earnings on Feb [--] this potentially sets up for a nasty short covering/squeeze event especially since $HIMS usually sees strong post-earnings follow-through." https://t.co/ON4gp44RML"
X Link 2026-02-12T17:32Z [---] followers, [---] engagements
"This is why it is important for large orgs to get a strategy together ASAP that involves making popular models available in a confidential container. Alongside this orgs can then blacklist the domains of public LLM endpoints. Once this has been done if an employee uploads confidential data to a public LLM it should be treated as a data exfiltration event. Lots of orgs already have data loss prevention tooling to make it difficult for employees to move confidential data to personal devices. All that said if orgs do not make public llm models available as I described they should assume that a"
X Link 2026-02-12T17:38Z [---] followers, [---] engagements
"The price isnt going to [--] dollars. These posts are made by two categories of people: [--]. Permabears who refuse to give the stock any credit and will never be convinced (likely also NVO holders) [--]. Former bulls who bought a local top and then ate nasty losses now needing to bear post to help themselves sleep at night. These people will be the saltiest when it inevitably rips again. https://twitter.com/i/web/status/2022098318692676094 https://twitter.com/i/web/status/2022098318692676094"
X Link 2026-02-12T23:59Z [---] followers, [--] engagements
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