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# ![@Compounding1985 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1975980025124909056.png) @Compounding1985 The Compounding Investor

The Compounding Investor posts on X about $hims, adobe, automatic, $adbe the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1975980025124909056/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975980025124909056/c:line/m:interactions.svg)

- X Week XXXXXX +12,547%

### Mentions: XX [#](/creator/twitter::1975980025124909056/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975980025124909056/c:line/m:posts_active.svg)

- X Week XX +1,700%

### Followers: XXX [#](/creator/twitter::1975980025124909056/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975980025124909056/c:line/m:followers.svg)

- X Week XXX +256%

### CreatorRank: XXXXXXX [#](/creator/twitter::1975980025124909056/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975980025124909056/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1975980025124909056/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$hims](/topic/$hims) #63, [adobe](/topic/adobe) #1090, [automatic](/topic/automatic) 4.21%, [$adbe](/topic/$adbe) #107, [money](/topic/money) 3.16%, [$nvo](/topic/$nvo) 3.16%, [$amd](/topic/$amd) 3.16%, [investment](/topic/investment) #1185, [$oscr](/topic/$oscr) #98, [momentum](/topic/momentum) #398

**Top accounts mentioned or mentioned by**
[@thyst964](/creator/undefined) [@andrewdudum](/creator/undefined) [@mrstockman888](/creator/undefined) [@elviejomen1](/creator/undefined) [@sparkingfirenc](/creator/undefined) [@matt59606024](/creator/undefined) [@investseekers](/creator/undefined) [@dividendrob](/creator/undefined) [@jrouldz](/creator/undefined) [@thejumas](/creator/undefined) [@thelonginvest](/creator/undefined) [@jerbearrn](/creator/undefined) [@sgrastar](/creator/undefined) [@uvyatm](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@anthonynoto](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@wearehers](/creator/undefined) [@leadingreport](/creator/undefined) [@jimcramer](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Adobe, Inc. (ADBE)](/topic/$adbe) [Novo-Nordisk (NVO)](/topic/$nvo) [Advanced Micro Devices (AMD)](/topic/$amd) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [UnitedHealth Group (UNH)](/topic/$unh) [RAI Finance (SOFI)](/topic/$sofi) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Bank of America (BAC)](/topic/bank-of-america) [ZetaChain (ZETA)](/topic/$zeta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Eli Lilly and Company (LLY)](/topic/$lly) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral)
### Top Social Posts [#](/creator/twitter::1975980025124909056/posts)
---
Top posts by engagements in the last XX hours

"Liquidity is drying up. BofAs Global Fund Manager Survey shows average cash levels at XXX% near record lows. When institutions are this fully invested corrections accelerate because theres no buying power left when markets turn"  
[X Link](https://x.com/Compounding1985/status/1979653503531487658) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T20:59Z XXX followers, XX engagements


"🚨 Quantum Bubble Alert Seeing whats happening with companies like $RGTI should make every investor stop and think. A company with $3.2M gross profit trading at an $18B market cap burning cash years away from profitability and possibly running out of money by January. This is the anatomy of a bubble. The euphoria blinds everyone until it doesnt. When it works everyone celebrates. When it collapses its instant and most people end up buying high and selling low. Stay rational. Stay consistent. Speculation is not a strategy"  
[X Link](https://x.com/Compounding1985/status/1978313643566535010) [@Compounding1985](/creator/x/Compounding1985) 2025-10-15T04:15Z XXX followers, XXX engagements


"@jimcramer Brace yourselves for a market crash Jim Cramer has provided the most bearish signal. -XXX% Success Rate"  
[X Link](https://x.com/Compounding1985/status/1978870533979570488) [@Compounding1985](/creator/x/Compounding1985) 2025-10-16T17:07Z XXX followers, 12.2K engagements


"🧵 $HIMS Conviction Fundamentals Avoid the Noise A deep look into why $HIMS fundamentals scalability and execution remain intact despite market noise and why conviction matters more than sentiment"  
[X Link](https://x.com/Compounding1985/status/1979217605782089754) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:07Z XXX followers, XXX engagements


"Execution and scalability are the DNA of this company. By 2030 $HIMS targets: -Revenue $6.5B -Adj. EBITDA $1.3B At todays PS ratio (6.7) maintaining similar valuation multiples implies: Base case (5 PS) Market Cap $32.5B $143/share Bull case (8 PS)  $230/share Bear case (3 PS)  $86/share From current $XX thats +163% to +318% upside. Capital-efficient path to profitability with massive leverage on fixed infrastructure"  
[X Link](https://x.com/Compounding1985/status/1979217623524225095) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:07Z XXX followers, XX engagements


"If your conviction can be broken by an emoji or a headline it was never conviction. Noise Fundamentals. Execution and scalability drive value not social media perception. Ignore the noise. Focus on the fundamentals. The compounding machine that is $HIMS keeps executing"  
[X Link](https://x.com/Compounding1985/status/1979217882291802269) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:08Z XXX followers, XX engagements


"@mrstockman888 that is not correct my friend Heres the truth👇 Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management"  
[X Link](https://x.com/Compounding1985/status/1979218247841874172) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:09Z XXX followers, XX engagements


"@mrstockman888 but yes $NVO is also a great option is in my watchlist"  
[X Link](https://x.com/Compounding1985/status/1979218384647565520) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:10Z XXX followers, XX engagements


"@optionscjp @AndrewDudum Heres the truth👇 Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management"  
[X Link](https://x.com/Compounding1985/status/1979223722776056016) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:31Z XXX followers, XXX engagements


"Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management. If your conviction can be broken by an emoji or a headline it was never conviction"  
[X Link](https://x.com/Compounding1985/status/1979245308337909972) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T17:57Z XXX followers, 1965 engagements


"📉 How often does the market actually fall Heres what XX years of S&P XXX data shows 👇 -A X% pullback happens about X times a year -A XX% correction happens about once a year -A XX% drop about every XX years -A 20%+ bear market roughly once every X years Use your Cash Properly Volatility isnt an anomaly its the price of admission for long-term gains. Ignore the noise. Focus on fundamentals. Stay invested"  
[X Link](https://x.com/Compounding1985/status/1979258798176112982) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T18:50Z XXX followers, XX engagements


"$NVO One of the strongest compounders trading near multi-year valuation lows Novo Nordisks fundamentals remain exceptional: 📈 Revenues have surged +189% since 2015 ( XXXX % CAGR). 💰 Yet valuation has compressed sharply  P/E down XX % P/FCF down XX %. Today the stock trades around XXXX Earnings and XXXX Free Cash Flow both near the lowest levels in almost a decade despite record revenue. I dont own $NVO yet but its on my watchlist. If growth in obesity and diabetes treatments continues at this trajectory this could become a high-conviction buy on any sustained stabilization in multiples"  
[X Link](https://x.com/Compounding1985/status/1979261291526263018) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T19:00Z XXX followers, XXX engagements


"@0xMert_ The smarter you are the more you see every possible scenario and thats exactly what paralyzes you. Meanwhile the so-called fools act. They fail adjust and move again. At the end of the race they win not by IQ but by iteration"  
[X Link](https://x.com/Compounding1985/status/1979339334861099259) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T00:10Z XXX followers, XXX engagements


"🚀 Bank of America just raised its price target on AMD from $XXX to $XXX reiterating its Buy rating. With accelerating demand for AI chips and growing traction in data centers AMD is well-positioned to capture massive upside in the next wave of AI infrastructure build-out. $AMD continues to be one of the most asymmetric bets in the semiconductor space right now"  
[X Link](https://x.com/Compounding1985/status/1979372625613762810) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T02:23Z XXX followers, XX engagements


"@1000xStocks $AMD easy one. No doubt about it"  
[X Link](https://x.com/Compounding1985/status/1979575322237338110) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T15:48Z XXX followers, 1730 engagements


"@DGretta_Author @grok summarize this book"  
[X Link](https://x.com/Compounding1985/status/1979593206699360762) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T16:59Z XXX followers, XX engagements


"🧵Will AI Disrupt Adobe or Make It Even Stronger $ADBE sits at the intersection of creativity and technology. With the rise of generative AI tools and open-source design software many question whether Adobes competitive edge is fadingor if its simply entering a new era of reinvention. Lets dive into the numbers before jumping to conclusions"  
[X Link](https://x.com/Compounding1985/status/1979625881711632723) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XXX engagements


"If AI were eating Adobes lunch wed see it in margins first. But instead: -Operating margins: stable around 3637% for years. -No deterioration. No pricing pressure. That means Adobe is still commanding premium pricing and strong customer retentionclear signs that AI hasnt eroded its fundamentals (yet)"  
[X Link](https://x.com/Compounding1985/status/1979625888158273695) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Across all geographies growth remains broad-based: U.S.: +200% (CAGR 17%) EMEA: +207% (CAGR 15.6%) 🌏 APAC: +197% (CAGR 15.1%) No region shows weaknessproof that Adobes business model scales globally and isnt dependent on one geography"  
[X Link](https://x.com/Compounding1985/status/1979625899143119188) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"@elviejomen1 @SparkingFIRENC Yep With over XX years of experience thats have been my expierence if you put the effort Buy great businesses holding about XX stocks for diversification and only purchasing when the price is right. The last part is the most difficult because it depends on emotions"  
[X Link](https://x.com/Compounding1985/status/1979963640322068660) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T17:31Z XXX followers, XX engagements


"More bearish signs economy is really weakening despite the AI investment Boom"  
[X Link](https://x.com/Compounding1985/status/1980002292980965585) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T20:05Z XXX followers, XX engagements


"With $XXXX cost basis I cant agree more with this thesis for $HIMS"  
[X Link](https://x.com/Compounding1985/status/1980334223224631353) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T18:04Z XXX followers, XXX engagements


"$HIMS really disrupting the BIG Pharma"  
[X Link](https://x.com/Compounding1985/status/1980346119524880613) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T18:51Z XXX followers, XXX engagements


"Oscar Health ($OSCR) is quietly building a real moat in healthcare. By integrating OpenAI-powered agents across claims clinical intake and documentation theyre cutting costs and boosting efficiency faster than any legacy insurer. Their Medical Loss Ratio the key profitability metric in health insurance has improved to around XX% among the best performers in the industry"  
[X Link](https://x.com/Compounding1985/status/1980397542505377947) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T22:15Z XXX followers, XX engagements


"@OscarHealth @OpenAI Great execution and implementation of technology to continue improving efficiencies"  
[X Link](https://x.com/Compounding1985/status/1980397761850929268) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T22:16Z XXX followers, XXX engagements


"$HIMS recovering part of Fridays losses. I expect it to gain much more throughout todays session. Lets see how far it goe"  
[X Link](https://x.com/Compounding1985/status/1980264917228761214) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T13:28Z XXX followers, XXX engagements


"@DimaZeniuk @Starlink Thats the future not now Impressive"  
[X Link](https://x.com/Compounding1985/status/1980274059221868679) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T14:05Z XXX followers, XXX engagements


"Beyond Meat just went full short squeeze mode and HIMS might be next. $BYND is exploding on pure short squeeze energy: Over XX% of the float shorted No fundamental catalyst Just panic covering $HIMS has XX% short interest same setup but with real growth. If momentum flips shorts could get trapped fast"  
[X Link](https://x.com/Compounding1985/status/1980304413869642035) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T16:05Z XXX followers, XXX engagements


"@FoxNews It is inevitable that Mamdani will win. But as an engineer I recommend conducting a root cause analysis. The inevitable victory of Mamdani is just a symptom of much deeper root causes that are not being identified"  
[X Link](https://x.com/Compounding1985/status/1980483218580336822) [@Compounding1985](/creator/x/Compounding1985) 2025-10-21T03:56Z XXX followers, XXX engagements


"$UNH UnitedHealth Group Legendary investors keep loading up. From David Tepper to Michael Burry accumulation continues quarter after quarter. When capital this smart aligns on one name its not noise its conviction. One of the clearest most obvious bets in the market right now"  
[X Link](https://x.com/Compounding1985/status/1978873572123906103) [@Compounding1985](/creator/x/Compounding1985) 2025-10-16T17:19Z XXX followers, 2493 engagements


"Cathie Wood: The Perfect Case Study of Valuation Ignorance She became a legend around 20202021 riding the bubble of innovation stocks electric vehicles genomics fintech and anything labeled disruptive. But her fame was built on a perfect storm of liquidity and hype not on discipline. The problem She bought many companies at all-time highs ignoring valuations and betting purely on the story. When the music stopped her innovation ETF collapsed while the S&P XXX kept compounding quietly. Over the last five years ARKK is XX% total return (2.1% CAGR) vs. the S&P 500s +110% (+16% CAGR). In other"  
[X Link](https://x.com/Compounding1985/status/1979586763367600619) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T16:33Z XXX followers, XX engagements


"Adobes top line tells a story of consistency and dominance. Quarter after quarter year after yearrevenue keeps growing. 📈 CAGR: XXXX% since 2015 📊 Quarterly growth: 1012% YoY sustained No visible slowdown. No cracks. Even with AI disruption narratives spreading Adobes revenue machine keeps expanding globally"  
[X Link](https://x.com/Compounding1985/status/1979625885146739164) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Adobes management keeps returning capital aggressively: 🔁 Shares outstanding: down XX% since 2017. Buybacks reduce share count increasing EPS and ownership value for long-term investors. Its a confident signalmanagement believes the stock is undervalued"  
[X Link](https://x.com/Compounding1985/status/1979625891572621606) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Adobe is a cash-flow machine. From $963M in 2013 $9.6B LTM. Thats a XXXX% CAGR in free cash flow. Over the long term stock price always converges with FCF growth. The stronger the cash generation the higher the intrinsic value. Adobe is the definition of capital efficiency"  
[X Link](https://x.com/Compounding1985/status/1979625895129133188) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Both valuation metrics are at decade lows: 📉 P/E: XXXX 📉 P/FCF: XXXX These are multi-year trough levels for a company with double-digit earnings growth. The market is pricing fear not fundamentals"  
[X Link](https://x.com/Compounding1985/status/1979625902268145747) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Earnings Consistency & Forecasts Adobe has a history of outperforming expectations. Beats EPS estimates in almost every year. Analysts project: -EPS CAGR: 1213% (20252027) -Revenue CAGR: XXX% (same period) That means growth continues just at a mature and sustainable pacestill elite for a $200B+ company"  
[X Link](https://x.com/Compounding1985/status/1979625906428858756) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Personal Position $ADBE is part of my portfolio. Currently down X% holding X% of total allocation. But I see potential to increase my position at these levels. The fundamentals remain rock solid while sentiment is near historic lowsexactly where asymmetric opportunities begin"  
[X Link](https://x.com/Compounding1985/status/1979625909314265142) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XXX engagements


"Conclusion So will AI disrupt Adobe or empower it Short term theres zero evidence of damagerevenues margins and FCF all point upward. Long term the real question isnt whether AI will replace Adobe Its whether Adobe will own the creative AI ecosystem. At these valuations the risk/reward looks asymmetric"  
[X Link](https://x.com/Compounding1985/status/1979625912091251192) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"The consumer is breaking. Subprime auto delinquencies have hit XXX% the highest in recent history. This usually happens right before broader credit deterioration a classic late-cycle warning"  
[X Link](https://x.com/Compounding1985/status/1979653517905432834) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T20:59Z XXX followers, XX engagements


"Growth could be artificial. A Harvard economist notes that without data-center investment GDP growth in H1 2025 was just 0.1%. In other words without AI and hyperscale capex all driven by the same few megacaps the economy is nearly flat"  
[X Link](https://x.com/Compounding1985/status/1979653520887632249) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T20:59Z XXX followers, XX engagements


"@astro_greek Much more above XX. But what a genius"  
[X Link](https://x.com/Compounding1985/status/1979686582207840741) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T23:10Z XXX followers, XX engagements


"@StockChaser_ Hopefully X% of my portfolio in is $ZETA"  
[X Link](https://x.com/Compounding1985/status/1979700313407066504) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T00:05Z XXX followers, XXX engagements


"@Ashton_1nvests With Basically zero Risk $PYPL $UNH $ADBE $SOFI $HIMS"  
[X Link](https://x.com/Compounding1985/status/1979946896748667252) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T16:25Z XXX followers, XXX engagements


"The smarter you are the more you overthink. The fools act fail learn and move again and often win by iteration not IQ"  
[X Link](https://x.com/Compounding1985/status/1979950410719740168) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T16:38Z XXX followers, XX engagements


"Cant agree with you more unfortunately that will happen to a lot of people like you mention especially new inverstors that started recently in this huge Bull run. But at the end if you put the effort and only a few are willing to really do it can achieve ahove SP500 returns. As even warren buffett mentioned for most of the people is just better to buy the $SPY and that it"  
[X Link](https://x.com/Compounding1985/status/1979965960196120670) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T17:40Z XXX followers, XX engagements


"🚨 Hedge funds are dumping U.S. equities while retail investors are buying at record levels. Hedge funds have sold for X straight weeks unloading over $1.7B last week alone. Meanwhile retail demand just hit an all-time high surpassing $100B in monthly inflows. This divergence is a red flag. When professionals de-risk and retail piles in at the top the market often flashes a major warning"  
[X Link](https://x.com/Compounding1985/status/1980036448398057768) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T22:20Z XXX followers, XX engagements


"@YodaStockInvest Totally agree on $hims $amd and $sofi Now following $fubo"  
[X Link](https://x.com/Compounding1985/status/1980319886183383313) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T17:07Z XXX followers, XXX engagements


"$SOFI is rapidly climbing in my portfolio ranking. The stock shows great momentum looking forward to the next earnings report to see if the fundamentals catch up with the price action. X% already"  
[X Link](https://x.com/Compounding1985/status/1980362161689178538) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T19:55Z XXX followers, XXX engagements


"Then a tweet 👀 from the CEO and markets panic. Shortly after headlines appeared: Hims & Hers CEO Andrew Dudum files to sell $11M in shares after short squeeze post. Heres the truth👇 Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management. In other words: not reactionary selling"  
[X Link](https://x.com/Compounding1985/status/1979217879208734743) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:08Z XXX followers, XX engagements


"Gold is exploding at historic speed. Gold is reaching new highs faster than in any previous cycle. When gold appreciates this aggressively its not speculation its capital fleeing uncertainty. It reflects fear of overvaluation inflation persistence and a loss of confidence in paper assets"  
[X Link](https://x.com/Compounding1985/status/1979653500939174122) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T20:59Z XXX followers, XX engagements


"Apparently Robinhood $HOOD was offline today users reporting login and trading issues across the app. Not trying to promote anyone but Ive used E*TRADE for over a decade and it has never failed me once. In investing system reliability matters as much as your stock picks"  
[X Link](https://x.com/Compounding1985/status/1980300477515612204) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T15:50Z XXX followers, XXX engagements


"@DividendRob Yes but watch out even on a long term horizon buying at extreme valuations like the graph below could be a huge mistake. Dotcom example"  
[X Link](https://x.com/Compounding1985/status/1980406875935109486) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T22:52Z XXX followers, X engagements


"@jrouldz This is true; we're in a bull market with rapidly rising stock prices. Let's ride the momentum How long do you think it will continue"  
[X Link](https://x.com/Compounding1985/status/1979950028249841683) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T16:37Z XXX followers, 33.3K engagements


"If you remove all the noise and drama from last week theres only one real fact $HIMS added a new vertical with a $1B TAM. Thats the only thing that truly changed. Everything else is just market noise"  
[X Link](https://x.com/Compounding1985/status/1980287719768289290) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T14:59Z XXX followers, XXX engagements


"$HIMS Management moves at lightning speed Avoid the noise focus long-term"  
[X Link](https://x.com/Compounding1985/status/1980299575727735039) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T15:46Z XXX followers, XXX engagements


"@StockSavvyShay $HIMS management is moving fast The future of health is in $HIMS. A small company now it will become a massive platform supporting the health of millions"  
[X Link](https://x.com/Compounding1985/status/1980313891780583848) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T16:43Z XXX followers, XXX engagements


"The Dot-Com: When Being Right Wasnt Enough Alan Greenspan warned about irrational exuberance in 1996. He nailed the diagnosis but was four years too early. After his warning the Nasdaq kept roaring rising over +250% before peaking in March 2000. Then came the crash. This chart is the ultimate lesson: You can be right about the bubble and still lose everything if your timing is wrong"  
[X Link](https://x.com/Compounding1985/status/1980408279571255495) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T22:58Z XXX followers, XX engagements


"The Hidden Cost of Playing Too Safe After more than a decade investing one of my biggest realizations is this: Ive lost far more money by being too conservative than by picking the wrong company. I rarely lose by choosing bad businesses But Ive missed massive opportunities like Palantir and Nvidia by waiting for perfect valuations that never came. As Value Investors were trained to seek margin of safety. But the future belongs to those who can recognize value in growth before the numbers fully show it. The lesson Sometimes the biggest risk isnt overpaying. Its under-participating in the next"  
[X Link](https://x.com/Compounding1985/status/1980476423656600000) [@Compounding1985](/creator/x/Compounding1985) 2025-10-21T03:29Z XXX followers, XX engagements


"@tedcruz It is inevitable that Mamdani will win. But as an engineer I recommend conducting a root cause analysis. The inevitable victory of Mamdani is just a symptom of much deeper root causes that are not being identified"  
[X Link](https://x.com/Compounding1985/status/1980483840356528298) [@Compounding1985](/creator/x/Compounding1985) 2025-10-21T03:58Z XXX followers, XXX engagements


"@ArkkDaily Underperforming the SP-500"  
[X Link](https://x.com/Compounding1985/status/1979700568781389950) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T00:06Z XXX followers, XXX engagements


"Portfolio closed the day +1.88% higher. Top X movers: 💥 SOFI +8.1% 💥 OSCR +4.1% 💥 ZETA +4.0% Fintech and healthtech led the rally while a few AI names like SLNH and IREN pulled back"  
[X Link](https://x.com/Compounding1985/status/1980395682935484456) [@Compounding1985](/creator/x/Compounding1985) 2025-10-20T22:08Z XXX followers, XXX engagements


"@MrMikeInvesting i hold X% of $ADBE and i am bullish for it. i am not into the TA but how do you identify it bottomed already"  
[X Link](https://x.com/Compounding1985/status/1980477714785275965) [@Compounding1985](/creator/x/Compounding1985) 2025-10-21T03:34Z XXX followers, XXX engagements


"Instead of social media and X change it to Wall Street and it applies today"  
[X Link](https://x.com/Compounding1985/status/1980613042380349805) [@Compounding1985](/creator/x/Compounding1985) 2025-10-21T12:32Z XXX followers, XXX engagements


"Shutdown Ending Soon Why Thats Bullish for $OSCR Kevin Hassett said the U.S. government shutdown is likely to end soon. That matters because ending it would almost certainly include a deal to extend ACA subsidies which are the foundation of Oscar Healths business model. If subsidies continue millions stay insured enrollment remains strong and Oscar keeps expanding its market share with better visibility and margins"  
[X Link](https://x.com/Compounding1985/status/1980617227159175194) [@Compounding1985](/creator/x/Compounding1985) 2025-10-21T12:48Z XXX followers, XXX engagements