# ![@DFresel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::563853168.png) @DFresel Inwestor Mike

Inwestor Mike posts on X about nie, $hims, $tmdx, jak the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::563853168/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::563853168/c:line/m:interactions.svg)

- [--] Week [------] +1,261%
- [--] Month [------] +1,371%
- [--] Months [------] +44%
- [--] Year [------] +127%

### Mentions: [--] [#](/creator/twitter::563853168/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::563853168/c:line/m:posts_active.svg)

- [--] Months [--] -59%
- [--] Year [--] +100%

### Followers: [-----] [#](/creator/twitter::563853168/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::563853168/c:line/m:followers.svg)

- [--] Week [-----] +0.04%
- [--] Month [-----] -0.13%
- [--] Months [-----] +70%
- [--] Year [-----] +154%

### CreatorRank: [-------] [#](/creator/twitter::563853168/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::563853168/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [us election](/list/us-election)  [gaming](/list/gaming)  [financial services](/list/financial-services) 

**Social topic influence**
[nie](/topic/nie) #3325, [$hims](/topic/$hims), [$tmdx](/topic/$tmdx) #16, [jak](/topic/jak), [$pgy](/topic/$pgy) #11, [$app](/topic/$app) #135, [ale](/topic/ale), [$lmnd](/topic/$lmnd), [meta](/topic/meta), [po](/topic/po)

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@inwestor95](/creator/undefined) [@qualitystocksa](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@nataninvesting](/creator/undefined) [@mathlonning](/creator/undefined) [@paweldsm](/creator/undefined) [@himshouse](/creator/undefined) [@mmmtwealth](/creator/undefined) [@tsmolarek](/creator/undefined) [@lodzermenschxix](/creator/undefined) [@tomo9000p](/creator/undefined) [@dnarynkow](/creator/undefined) [@ksiazecabets](/creator/undefined) [@zarzyck1](/creator/undefined) [@brysiu69](/creator/undefined) [@thevaluetrade](/creator/undefined) [@meeijer](/creator/undefined) [@byrondonalds](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [AppLovin Corporation (APP)](/topic/$app) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [ZetaChain (ZETA)](/topic/$zeta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Zscaler Inc (ZS)](/topic/$zs) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [NuCypher (NU)](/topic/$nu) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Cardano (ADA)](/topic/cardano) [Microsoft Corp. (MSFT)](/topic/microsoft) [PayPal Holdings Inc (PYPL)](/topic/paypal) [Solana (SOL)](/topic/solana) [Alphabet Inc Class A (GOOGL)](/topic/google) [Citigroup Inc (C)](/topic/citigroup) [GameStop, Corp. (GME)](/topic/$gme) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [RAI Finance (SOFI)](/topic/$sofi) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@stonkmetal What do you think about twilio"  
[X Link](https://x.com/DFresel/status/1670351319024975877)  2023-06-18T08:42Z [--] followers, [--] engagements


"@Sz_Pikul @RobertPietraga Cardano mam i solarne :-)"  
[X Link](https://x.com/DFresel/status/1741832367638003967)  2024-01-01T14:42Z [--] followers, [--] engagements


"Dawno temu woyem 3k w krypto zapomniaem o tym bo w najgorszym momencie spadek spowodowal warto portfela na 800zl :-)"  
[X Link](https://x.com/DFresel/status/1745355951840825408)  2024-01-11T08:04Z [--] followers, [--] engagements


"@PaweN98801871 @UnfairValue1 Jako w wikszoci krajw Europy ceny spadaj ale nie robi si tam loda deweloperom"  
[X Link](https://x.com/DFresel/status/1745918646021406813)  2024-01-12T21:20Z [--] followers, [--] engagements


"@T_Smolarek Palantir pozwoli zaoszczdzi jednemu szpitalowi 1.5mln miesicznie na jednym dziale all i in Palantir :-)"  
[X Link](https://x.com/DFresel/status/1746087674799177978)  2024-01-13T08:31Z [--] followers, [---] engagements


"@ftr_investors Good job. Now show the best stock for 2024y :-)"  
[X Link](https://x.com/DFresel/status/1746109737484100013)  2024-01-13T09:59Z [--] followers, [--] engagements


"@skysailor1970 @MarekKozubel @MichalFellaPL @MorawieckiM Wow niesamowita logika. Czyli jak powiemy ze Ukraina utracia kontr nad jakims miastem to znaczy e popieramy Putina. Wystarczy chopie poczyta tw co ludzie pisz bdcy na Ukrainie UE dala dupy moglimy pokona Putina ale nie byo chci :-("  
[X Link](https://x.com/DFresel/status/1746496812251255285)  2024-01-14T11:37Z [--] followers, [--] engagements


"@ftr_investors 1"  
[X Link](https://x.com/DFresel/status/1748281047396106484)  2024-01-19T09:47Z [--] followers, [--] engagements


"Palantir :-) 📢 For the next hours if you give me a stock I give you: - My score 🏆 - My fair price estimation 🎯 Obvisouly this will be only my opinion and in no way an investment advice Ground rules: [--] stock per person you must like and retweet 🙂 📢 For the next hours if you give me a stock I give you: - My score 🏆 - My fair price estimation 🎯 Obvisouly this will be only my opinion and in no way an investment advice Ground rules: [--] stock per person you must like and retweet 🙂"  
[X Link](https://x.com/anyuser/status/1748766044515119609)  2024-01-20T17:54Z [--] followers, [----] engagements


"@szamajama @fiat_money No i nie dostali"  
[X Link](https://x.com/anyuser/status/1750782869843157490)  2024-01-26T07:28Z [--] followers, [--] engagements


"Stycze znw w grpar dni temu byo znacznie lepiej ale jako inwestor dugoterminowy nie przejmuje si tym. Moe w lutym przedstawi ju % rozkad portfela dodatkowo chce informowa o wszystkich transakcjach zobaczy co wyjdzie"  
[X Link](https://x.com/DFresel/status/1752984047981138264)  2024-02-01T09:15Z [--] followers, [--] engagements


"@Quality_stocksA My biggest position is meta but I'm afraid whether the metaverse and Oculus glasses will turn out to be Zuckerberg's success. I'm considering switching to Microsoft which is growing like crazy"  
[X Link](https://x.com/DFresel/status/1752996740154695690)  2024-02-01T10:06Z [--] followers, [---] engagements


"Mark Zuckerberg jeste wielki bije pokony najwiksz pozycja w portfelu piknie procentuje :-)"  
[X Link](https://x.com/DFresel/status/1753166747438379211)  2024-02-01T21:21Z [--] followers, [--] engagements


"@LowCapsBigValue @T_Smolarek Jak to nie jest upadek to sam nie wiem jak to nazwa. Upadek ma wiele definicji wic jak siw czepiasz swek to we najpierw sownik w rk madralo"  
[X Link](https://x.com/DFresel/status/1753353808430719178)  2024-02-02T09:44Z [--] followers, [--] engagements


"@LowCapsBigValue @T_Smolarek Zaoyem e znacznie mniejszym ni Zaorski. Wielko nie ale stopa zwrotu ju tak. No to Zaorski ja akurat jestem bardziej team DNA Rynkw czy AceMarket nie sucham Zaorskiego jednak jest ewenementem na skal Polski. Ewoluja ale nie sposb nie przyzna e Nokia miaa wszystko"  
[X Link](https://x.com/DFresel/status/1753363330989785379)  2024-02-02T10:22Z [--] followers, [--] engagements


"@Quality_stocksA Rocket lab Uber CrowdStrike"  
[X Link](https://x.com/DFresel/status/1755832545084629018)  2024-02-09T05:54Z [--] followers, [---] engagements


"Kolejny kamie milowy tym razem w koncie notowanym w zotym :-) 20k+"  
[X Link](https://x.com/DFresel/status/1766122108818538947)  2024-03-08T15:21Z [---] followers, [--] engagements


"@wujas87 Mam te konto w dolarze konto w zotym to i tak 100% USA ale wtedy byem za gupi i paciem prowizje za przewalutowanie"  
[X Link](https://x.com/DFresel/status/1766707390936645708)  2024-03-10T06:07Z [---] followers, [--] engagements


"@ttusiek Moje portfolio 100% dolar podzikuj na pewno za spadki PLN. :-)"  
[X Link](https://x.com/DFresel/status/1771913673759445152)  2024-03-24T14:55Z [---] followers, [--] engagements


"@LodzermenschXIX Musz si temu przyjrze dokadniej :-). Cho ja bardziej preferuje wejcie w $TMDX $ZS bd $GLBE"  
[X Link](https://x.com/DFresel/status/1772379766236062023)  2024-03-25T21:47Z [---] followers, [--] engagements


"@StockMarketNerd Datadog:-)"  
[X Link](https://x.com/DFresel/status/1772932190109634927)  2024-03-27T10:22Z [---] followers, [--] engagements


"@Quality_stocksA My top [--] holdings are. Meta 22% Crwd 13% Uber 12% Salesforce 8% Palantir 6%"  
[X Link](https://x.com/DFresel/status/1774538956324893108)  2024-03-31T20:47Z [---] followers, [---] engagements


"@tomo9000p @alieenus1 @PGerschmann Ty nie wiedziae e ludzie s ludzie dobrze zarabiajcy na rynku i dobrzy w sloganach :-) Mimio wszytko lubi czyta ziomka i jego cotygodniowe wpisy"  
[X Link](https://x.com/DFresel/status/1776552693198205380)  2024-04-06T10:09Z [---] followers, [--] engagements


"@Seba_PL_ Ciekawe czy co si zmienio :-)"  
[X Link](https://x.com/DFresel/status/1776839431959331237)  2024-04-07T05:08Z [---] followers, [--] engagements


"20k zysku po raz drugi ostatni raz po przebiciu tej wartoci utrzymaa si tylko na chwil. Mam nadziej se teraz tylko up :-)"  
[X Link](https://x.com/DFresel/status/1778489672768815550)  2024-04-11T18:25Z [---] followers, [--] engagements


"@tomo9000p Baba i paypal wydaway si na idealne strzay ale mam coraz wiksze wtpliwoci co do paypal o babe w dugim terminie jestem spokojny :-)"  
[X Link](https://x.com/DFresel/status/1778496855946543595)  2024-04-11T18:54Z [---] followers, [--] engagements


"@casperPL Kupiem kiedy roczny pakiet na @DnaRynkow ale pnej mwi ta kas mog woy w jakie spolki i teraz inwestuje sam. Mam do posta analiz przed zakupem twiter ripranks simply wall street i Finviz tam szukam informacji wynikw i prognoz"  
[X Link](https://x.com/DFresel/status/1778510320350499199)  2024-04-11T19:47Z [---] followers, [--] engagements


"@WojciechWarski Prosz wpisa sobie w wyszukiwark tak dla cpk i prosz cigle w dol scrolowac a rce zaczn bole. I przesta pierdolic e taki odzew spoeczny by opacony bo robi Pan z siebie niezbyt mdra osob"  
[X Link](https://x.com/DFresel/status/1779607947368185961)  2024-04-14T20:29Z [---] followers, [--] engagements


"@Quality_stocksA I have $S $Crwd $ZS"  
[X Link](https://x.com/DFresel/status/1786688238251298977)  2024-05-04T09:24Z [---] followers, [---] engagements


"@ksiazecabets Eee trixhe wzroso jeszcze poczekam :-)"  
[X Link](https://x.com/DFresel/status/1787075909398532147)  2024-05-05T11:04Z [---] followers, [--] engagements


"@ksiazecabets Solana te podobno projekt widno. Moe rzeczywicie lepiej kupi eth"  
[X Link](https://x.com/DFresel/status/1787076597712863660)  2024-05-05T11:07Z [---] followers, [--] engagements


"@zarzyck1 Stosuje podobne narzdzia do analizy :-) simply wall i tipranks dodatkowo finviz i mj nos wiadomo :-)"  
[X Link](https://x.com/DFresel/status/1789379610733334866)  2024-05-11T19:38Z [---] followers, [--] engagements


"@dneyAUS @profMarekBelka Jakby chcia pomoc Polakom to bdzie odwleka przyjcie euro do pki si da"  
[X Link](https://x.com/DFresel/status/1789556955314295296)  2024-05-12T07:23Z [---] followers, [--] engagements


"@StockMarketNerd Meta 20%"  
[X Link](https://x.com/DFresel/status/1791869720271978520)  2024-05-18T16:33Z [---] followers, [----] engagements


"@frankjohnsen_ U mnie maj padaka due pozycje na meta i salesforce zrobiy swoje"  
[X Link](https://x.com/DFresel/status/1796793057506922908)  2024-06-01T06:37Z [---] followers, [--] engagements


"Zalege wyniki za maj meta i salesforce ciyy na rachunku w Zotym na krypto te spadki. Liczyem na 100k w inwestycjach do koca wakacji mam nadsieje ze si uda"  
[X Link](https://x.com/DFresel/status/1798441288838390050)  2024-06-05T19:46Z [---] followers, [--] engagements


"Podwjne wito dziki maej wpacie udao si w kocu wbi [---] tys z. Xtb w PLN [--] [---] Xtb w USD [--] 571=46 [---] PLN Zonda [----] PLN = [------] Podobno pierwsze 100k jest najtrudniejsze oby tak byo"  
[X Link](https://x.com/anyuser/status/1800258207790571584)  2024-06-10T20:06Z [----] followers, 35.1K engagements


"@iakubb Wiesz to jest vzesc tylko. Najwiksze pozycje to meta Crwd uber salesforce sea palantir hims itd tylko twilio mnie mczy chce sprzeda"  
[X Link](https://x.com/DFresel/status/1800417890862035439)  2024-06-11T06:40Z [---] followers, [--] engagements


"@ButchCoolidge12 Najpierw celuje w 200k PLN pnej ju si zobaczy na 100k dolcw"  
[X Link](https://x.com/DFresel/status/1800533221345783897)  2024-06-11T14:19Z [---] followers, [--] engagements


"@inflexlol @dusza12310 @Albert06695142 Sam nie wiem wpisaem warto konta w USD w zen alby przeliczy na PLN i w Google . Google pokazao wysza warto o 200zl wic moe s lepsze opcje musz poszuka"  
[X Link](https://x.com/DFresel/status/1800743900832788942)  2024-06-12T04:16Z [---] followers, [--] engagements


"@werka_math Czytaem pod innym postem e w wiadomociach z mem popieraa wojn ale gowy uci sobie nie dam"  
[X Link](https://x.com/DFresel/status/1800744738296910139)  2024-06-12T04:19Z [---] followers, [--] engagements


"@StockSavvyShay $GLBE $ZS long :-)"  
[X Link](https://x.com/DFresel/status/1801889998003646828)  2024-06-15T08:10Z [---] followers, [---] engagements


"Wbite 12k USD wrzucam [--] najwikszych pozycji .Chc jeszcze wrzuci po par [---] w Zscaler i Pinduoduo"  
[X Link](https://x.com/DFresel/status/1803125372793319611)  2024-06-18T17:59Z [---] followers, [--] engagements


"@HubertBik Sam nie kupuje wiecej $CRWD ale trzymam dalej a podzielisz si moe swoimi propozycjami 😀"  
[X Link](https://x.com/DFresel/status/1804076958910730350)  2024-06-21T09:00Z [---] followers, [--] engagements


"@NocnaZ CPK atom i inne a fajnopolaki nadal bd klaska na kolanach . 😀"  
[X Link](https://x.com/DFresel/status/1804897227342491764)  2024-06-23T15:20Z [---] followers, [--] engagements


"@LodzermenschXIX Plus 50% na pewno jest 😀"  
[X Link](https://x.com/DFresel/status/1805654336409686437)  2024-06-25T17:28Z [---] followers, [--] engagements


"Podsumowanie Czerwiec . Xtb PLN [--] [---] Xtb USD [--] [---] = [--] 700pln Zonda [----] [---] [---] Portfel wzrs o 1.98% byle do przodu fajnie e chocia na giedzie idzie w dobrym kierunku. Plany na przyszo dooy conajmnej 20k do koca roku"  
[X Link](https://x.com/DFresel/status/1806700616175010256)  2024-06-28T14:46Z [---] followers, [--] engagements


"@pablos_83 @LodzermenschXIX Jaki liczy na spadki stopy to lepsze byyby inwestycje w fintech"  
[X Link](https://x.com/DFresel/status/1807049477682803055)  2024-06-29T13:52Z [---] followers, [--] engagements


"@nataninvesting Meta 26x"  
[X Link](https://x.com/DFresel/status/1807055629657293028)  2024-06-29T14:16Z [---] followers, [--] engagements


"@nataninvesting Meta. Forward P/E21.75 PEG0.97 EPS this Y35.94% EPS next Y14.67% EPS next 5Y30.00% WTF"  
[X Link](https://x.com/DFresel/status/1807058961436164442)  2024-06-29T14:30Z [---] followers, [--] engagements


"@frankjohnsen_ @zarzyck1 @Pirokineza1000 E tam 200ml to [--] g biaka i [--] z odywki to w miate spoko opcja"  
[X Link](https://x.com/DFresel/status/1809306797750251858)  2024-07-05T19:22Z [---] followers, [--] engagements


"@xCryptoEmpire @BasiaMakowska @GMiziula Aha 😀"  
[X Link](https://x.com/DFresel/status/1815642313063858301)  2024-07-23T06:57Z [---] followers, [--] engagements


"@ksiazecabets @MakrelG Pikna wizualizacja "  
[X Link](https://x.com/DFresel/status/1815811033467875753)  2024-07-23T18:07Z [---] followers, [--] engagements


"@femmepowerblog @fancyfairyx Oj zderzycie si z rynkiem pracy na penej k. a jeszcze jakby si pojawi wikszy kryzys to wikszo modych po [----] si zesra. 😀"  
[X Link](https://x.com/DFresel/status/1815969730848501796)  2024-07-24T04:38Z [---] followers, [--] engagements


"@ultimateheteros I co mu pomogo nie pi brak alkoholu na weselu ciga kontrola ony Nie sdz"  
[X Link](https://x.com/DFresel/status/1816330633477783882)  2024-07-25T04:32Z [---] followers, [--] engagements


"@0xZarzyck1 U mnie byo [---] jest z [--] :-) Nie byoby le gdyby nie $CRWD"  
[X Link](https://x.com/DFresel/status/1816574340852322803)  2024-07-25T20:40Z [---] followers, [--] engagements


"@0xZarzyck1 @eeekoza @DnaRynkow Chopie jakbym sucha wieszczw kryzysu TP bym nie kupowal mety po [--] crwd po [---] itd . Kupuj gdy lej si krew ile jeszcze rynek max spadnie 10% long term i wywalone"  
[X Link](https://x.com/DFresel/status/1819458214716756324)  2024-08-02T19:40Z [---] followers, [--] engagements


"@StockMarketNerd $META"  
[X Link](https://x.com/DFresel/status/1842992103003160641)  2024-10-06T18:15Z [---] followers, [---] engagements


"Zeszy tydzie byo [---] [---] PLN Ten tydzie XTB PLN [-----] Xtb USD 15667= [-----] PLN Zonda [----] = [------] PLN Wzrost % w cigu tygodnia 4% Zeszy tydzie 4.29%"  
[X Link](https://x.com/DFresel/status/1844807513063244069)  2024-10-11T18:29Z [---] followers, [--] engagements


"@Gemini3131 W PLN troch ponad rok w USD bdzie prawie 100% w rok"  
[X Link](https://x.com/DFresel/status/1845154577873510737)  2024-10-12T17:28Z [---] followers, [--] engagements


"@StockSavvyShay $hims and $sofi"  
[X Link](https://x.com/DFresel/status/1845538185839034794)  2024-10-13T18:52Z [---] followers, [----] engagements


"@Quality_stocksA $HIMS"  
[X Link](https://x.com/DFresel/status/1850298484320026790)  2024-10-26T22:08Z [----] followers, [---] engagements


"@Quality_stocksA Where do you find FP/E projections"  
[X Link](https://x.com/DFresel/status/1850465249817719192)  2024-10-27T09:11Z [----] followers, [----] engagements


"@Goral1234 $TMDX $META $Uber"  
[X Link](https://x.com/DFresel/status/1850476173765025915)  2024-10-27T09:54Z [----] followers, [---] engagements


"W czerwcu byo 100k mamy listopad wpado 140k. Xtb w USD [-----] =67150 PLN Xtb w PLN [-----] Zonda [----] [------] Tramp UP UP UP 😀"  
[X Link](https://x.com/anyuser/status/1854832836223594998)  2024-11-08T10:26Z [----] followers, 21K engagements


"$Upst Citigroup upgrades @Upstart $UPST from Neutral to Buy and raises price target from $56 to $87. Upstart rosnie dzis ponad 40% to jedna z gwiazd ostatniej hossy jednak gdy dobije do 90-100 przerzucam si na $Sofi znacznie bardziej mi si podoba"  
[X Link](https://x.com/DFresel/status/1854922778568245689)  2024-11-08T16:23Z [----] followers, [----] engagements


"Don Donald Trump :-) UP UP UP"  
[X Link](https://x.com/DFresel/status/1855986291361333714)  2024-11-11T14:49Z [----] followers, [---] engagements


"@Rafa71968336 @JG_VALUE_GROWTH Hahah typie ty nie wiesz co to meme stock"  
[X Link](https://x.com/DFresel/status/1856759571944968690)  2024-11-13T18:02Z [----] followers, [--] engagements


"@brysiu69 @Mtmt12345Mtmt @baj0rek Stolarka 8k zarobi wic w miar ok"  
[X Link](https://x.com/DFresel/status/1861826554214445501)  2024-11-27T17:36Z [----] followers, [--] engagements


"@StockMarketNerd Gentlemen this looks like a game of who's bigger. Brad you have to admit that you were wrong about $Pltr when you didn't believe in growth"  
[X Link](https://x.com/DFresel/status/1865736187287117875)  2024-12-08T12:32Z [----] followers, [---] engagements


"@StockSavvyShay Where $HIMS"  
[X Link](https://x.com/DFresel/status/1865740939433738504)  2024-12-08T12:51Z [----] followers, [----] engagements


"Long $Hims $HIMS DATA TRACKER UPDATE - Hers web traffic exploded to 3.477M (+24.80% MoM) - Ro also had a MASSIVE month +47% MoM - RECORD WEEK for credit card sales $1.33M (week ending 12/22) - New customers cc sales: $354K (+161.0% YoY) - Returning customers cc sales: $971K (87.8% YoY) - https://t.co/OgQz3o3xwN $HIMS DATA TRACKER UPDATE - Hers web traffic exploded to 3.477M (+24.80% MoM) - Ro also had a MASSIVE month +47% MoM - RECORD WEEK for credit card sales $1.33M (week ending 12/22) - New customers cc sales: $354K (+161.0% YoY) - Returning customers cc sales: $971K (87.8% YoY) -"  
[X Link](https://x.com/DFresel/status/1877010450254033347)  2025-01-08T15:12Z [----] followers, [----] engagements


"@MrGabka @zarzyck1 @averageguy62 @doktor_90_fx @zwykuygracz Ja od [--] usd"  
[X Link](https://x.com/DFresel/status/1878202811676008794)  2025-01-11T22:10Z [----] followers, [--] engagements


"@Dan_Kostecki Up $upst"  
[X Link](https://x.com/DFresel/status/1879591886786359562)  2025-01-15T18:10Z [----] followers, [---] engagements


"@himshouse It's ridiculous that Hims is falling because we are close to solving the tirzepatid shortage. however hims sells semaglutide. What's even funnier is that companies selling tirzepatid will be able to sell their substitutes for up to another year. long $hims"  
[X Link](https://x.com/DFresel/status/1881444030334300420)  2025-01-20T20:49Z [----] followers, [----] engagements


"@GrindeOptions Add $Hims $Tmdx"  
[X Link](https://x.com/DFresel/status/1882531236557832514)  2025-01-23T20:49Z [----] followers, [---] engagements


"$HIMS The FOMO is just starting"  
[X Link](https://x.com/DFresel/status/1882855707772592156)  2025-01-24T18:19Z [----] followers, [----] engagements


"$HIMS @TheRoaringKitty @wallstreetbets @chamath @stoolpresidente @AlexandraMerced @CitronResearch @MemeStockMaster @StockMKTNewz @TheStonkMarket @GillFromKansas let's do another short squeeze Hims will be next $AMC and $GME 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW RECORD - [----] MILLION SHARES - 33% OF FLOAT 🤯 https://t.co/GtNk4RJ0oU 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW RECORD - [----] MILLION SHARES - 33% OF FLOAT 🤯 https://t.co/GtNk4RJ0oU"  
[X Link](https://x.com/DFresel/status/1884259311129702788)  2025-01-28T15:16Z [----] followers, [----] engagements


"@himshouse Why because they know that $hims has a better product and they make such awesome ads that the competition doesn't want people to see it"  
[X Link](https://x.com/DFresel/status/1887589490710995111)  2025-02-06T19:49Z [----] followers, [---] engagements


"Excelent work. Long $HIMS part2 . $HIMS My name is Raul Shah. I own DocShah Financial an investment firm that produced a 175.6% return on equity in [----]. Here is why I believe Hims & Hers Health could be "The Ultimate Pick for the Next Decade." I also have a personal note to @AndrewDudum at the very end. https://t.co/ozVWd1s8c7 $HIMS My name is Raul Shah. I own DocShah Financial an investment firm that produced a 175.6% return on equity in [----]. Here is why I believe Hims & Hers Health could be "The Ultimate Pick for the Next Decade." I also have a personal note to @AndrewDudum at the very"  
[X Link](https://x.com/DFresel/status/1894474309541757069)  2025-02-25T19:47Z [----] followers, [----] engagements


"Bla bla bla long $HIMS $HIMS new customer sales have more than QUADRUPLED year-over-year for each of the last three weeks according to BSM credit card data 🔥 $HIMS new customer sales have more than QUADRUPLED year-over-year for each of the last three weeks according to BSM credit card data 🔥"  
[X Link](https://x.com/DFresel/status/1898022640155082900)  2025-03-07T14:47Z [----] followers, [----] engagements


"@mvcinvesting $TMDX"  
[X Link](https://x.com/DFresel/status/1898092727675322546)  2025-03-07T19:25Z [----] followers, [---] engagements


"@MMMTwealth I am in $HIMS $LMND and $NU"  
[X Link](https://x.com/DFresel/status/1899401314024513599)  2025-03-11T10:05Z [----] followers, [---] engagements


"@FromValue $Hims $RKLB $TMDX"  
[X Link](https://x.com/DFresel/status/1907358587120173240)  2025-04-02T09:04Z [----] followers, [---] engagements


"@TheLongInvest $Hims $Rklb $Tmdx $Lmnd"  
[X Link](https://x.com/DFresel/status/1909293779674079726)  2025-04-07T17:14Z [----] followers, [---] engagements


"@himshouse @angelicapeebles Not only will food be more expensive but also medicines. The poorest can say thank you Trump"  
[X Link](https://x.com/DFresel/status/1909991657430212992)  2025-04-09T15:27Z [----] followers, [---] engagements


"@BourbonCap Long $Hims and $TMDX"  
[X Link](https://x.com/DFresel/status/1911291418754077088)  2025-04-13T05:32Z [----] followers, [---] engagements


"Kolejna wygrana 🤡🤡🤡 Chinese purchases of American oil are down -90% Y/Y while Chinese purchases of Canadian oil are up +700% Y/Y. Thats a $20B annual loss for the United States at $60/barrel. https://t.co/Q4N1jzHWCF Chinese purchases of American oil are down -90% Y/Y while Chinese purchases of Canadian oil are up +700% Y/Y. Thats a $20B annual loss for the United States at $60/barrel. https://t.co/Q4N1jzHWCF"  
[X Link](https://x.com/DFresel/status/1912797214348357894)  2025-04-17T09:16Z [----] followers, [---] engagements


"@gurgavin $HIMS"  
[X Link](https://x.com/DFresel/status/1918164319415513343)  2025-05-02T04:43Z [----] followers, [---] engagements


"@patientinvestt @SayNoToTrading he wants"  
[X Link](https://x.com/DFresel/status/1918915826788311112)  2025-05-04T06:29Z [----] followers, [----] engagements


"@TheValueTrade $Hims $Oscr $Tmdx"  
[X Link](https://x.com/DFresel/status/1923328846293577867)  2025-05-16T10:45Z [----] followers, [---] engagements


"@TheValueTrade $HIMS next"  
[X Link](https://x.com/DFresel/status/1923740123851579727)  2025-05-17T13:59Z [----] followers, [---] engagements


"@himshouse high base year to year around this time there was a boom on glp1"  
[X Link](https://x.com/DFresel/status/1926735146280960500)  2025-05-25T20:20Z [----] followers, [----] engagements


"@Maciej__Czajka Teraz z GPW przenosi kas do USA i robi mi hoss na maxa 😀"  
[X Link](https://x.com/DFresel/status/1929825148762251447)  2025-06-03T08:59Z [----] followers, [---] engagements


"@ValueSense_io Long $ZS"  
[X Link](https://x.com/DFresel/status/1930550504364412960)  2025-06-05T09:01Z [----] followers, [---] engagements


"@meeijer Hims strong buy 45usd"  
[X Link](https://x.com/DFresel/status/1932174281263530012)  2025-06-09T20:33Z [----] followers, [---] engagements


"@RemindMe_OfThis @wladziu3 @Ourbit_Official Runy do pieka"  
[X Link](https://x.com/DFresel/status/1933145762579304828)  2025-06-12T12:54Z [----] followers, [---] engagements


"@StockSavvyShay @FuturumEquities Long $HIMS $TMDX $ZS"  
[X Link](https://x.com/DFresel/status/1933975375086072309)  2025-06-14T19:50Z [----] followers, [---] engagements


"@nataninvesting Hims"  
[X Link](https://x.com/DFresel/status/1935051801046188339)  2025-06-17T19:07Z [----] followers, [---] engagements


"@JohnDarco_ @NighthawkTradez who gives you money to manage they know nothing at all like you about glp1 xd"  
[X Link](https://x.com/DFresel/status/1938109068771791042)  2025-06-26T05:36Z [----] followers, [--] engagements


"@TheStockBro @teflondon72 @ondrejslunecko grandpa but you know that hims and novo compete only in one product glp1 and even here hims wins xd"  
[X Link](https://x.com/DFresel/status/1938871468449731066)  2025-06-28T08:05Z [----] followers, [--] engagements


"@nataninvesting $Regn i $Tmdx"  
[X Link](https://x.com/DFresel/status/1939333570226499657)  2025-06-29T14:42Z [----] followers, [---] engagements


"Short $CDR do 240"  
[X Link](https://x.com/DFresel/status/1940088911587692882)  2025-07-01T16:43Z [----] followers, [----] engagements


"$HIMS $HIMS CONTINUES TO DOMINATE TELEHEALTH 🔥 https://t.co/m7DexnVP0e $HIMS CONTINUES TO DOMINATE TELEHEALTH 🔥 https://t.co/m7DexnVP0e"  
[X Link](https://x.com/DFresel/status/1940699391847026869)  2025-07-03T09:09Z [----] followers, [----] engagements


"#IgaSwiatek Rojebane :-)"  
[X Link](https://x.com/DFresel/status/1944068061599826187)  2025-07-12T16:15Z [----] followers, [----] engagements


"@TheValueTrade $HIMS $OSCR $ZETA"  
[X Link](https://x.com/DFresel/status/1945773415454978447)  2025-07-17T09:11Z [----] followers, [---] engagements


"@rektwapniak Od [--] Usd"  
[X Link](https://x.com/DFresel/status/1945935476268879939)  2025-07-17T19:55Z [----] followers, [---] engagements


"$HIMS LONG HIMS 😀"  
[X Link](https://x.com/DFresel/status/1946245421254189568)  2025-07-18T16:27Z [----] followers, [----] engagements


"@AgaStepien88 Kupije i $oscr i $zeta aktulanie"  
[X Link](https://x.com/DFresel/status/1946300286722592917)  2025-07-18T20:05Z [----] followers, [---] engagements


"@Ponziifund June 23rd HIMS $42 Now HIMS $50. I think you missed something"  
[X Link](https://x.com/DFresel/status/1946939370495262748)  2025-07-20T14:24Z [----] followers, [---] engagements


"@mats_mateusz @tomo9000p @FinansowyUmysl Counter-Strike"  
[X Link](https://x.com/DFresel/status/1947948844102058256)  2025-07-23T09:16Z [----] followers, [--] engagements


"A co to sie odjebalo $HIMS. $HIMS LONG HIMS 😀 https://t.co/GOONc8dgkX $HIMS LONG HIMS 😀 https://t.co/GOONc8dgkX"  
[X Link](https://x.com/DFresel/status/1948051179881038163)  2025-07-23T16:02Z [----] followers, [----] engagements


"@stymbol789 And $HIMS"  
[X Link](https://x.com/DFresel/status/1948309987341541779)  2025-07-24T09:11Z [----] followers, [---] engagements


"@Mariusz37307885"  
[X Link](https://x.com/DFresel/status/1949539255770022136)  2025-07-27T18:35Z [----] followers, [---] engagements


"@DividendDude_X NVO and UBER"  
[X Link](https://x.com/DFresel/status/1953194620793372940)  2025-08-06T20:41Z [----] followers, [---] engagements


"@HenryInvests I read about $Pgy and $Upst and I don't understand why someone chooses the latter"  
[X Link](https://x.com/DFresel/status/1954907535804096985)  2025-08-11T14:07Z [----] followers, [----] engagements


"@DataDInvesting $PGY better than $SOFI and $UPST"  
[X Link](https://x.com/DFresel/status/1956290999942058012)  2025-08-15T09:44Z [----] followers, [----] engagements


"@TheRonnieVShow $APP"  
[X Link](https://x.com/DFresel/status/1957095473073856596)  2025-08-17T15:01Z [----] followers, [---] engagements


"@TheRonnieVShow What do you think about $app and $duol"  
[X Link](https://x.com/DFresel/status/1957101195887047034)  2025-08-17T15:24Z [----] followers, [---] engagements


"Jeli ktokolwiek z was jest w tych [-----] mln to jest mi za was wstyd . ONLY FANS JUST RELEASED ITS EARNINGS FOR [----] TOTAL MONEY SPENT - $7.2 BILLION REVENUE - $1.44 BILLION ( UP 9%) PROFIT - $684 MILLION ( UP 4% ) PAYMENT TO CREATORS - $5.76 BILLION ( UP 9% ) CREATORS - [---] MILLION ( UP 13% ) PAYING USERS - [-----] MILLION ( UP 24% ) https://t.co/8isDD9qEEa ONLY FANS JUST RELEASED ITS EARNINGS FOR [----] TOTAL MONEY SPENT - $7.2 BILLION REVENUE - $1.44 BILLION ( UP 9%) PROFIT - $684 MILLION ( UP 4% ) PAYMENT TO CREATORS - $5.76 BILLION ( UP 9% ) CREATORS - [---] MILLION ( UP 13% ) PAYING USERS -"  
[X Link](https://x.com/anyuser/status/1958942990556160330)  2025-08-22T17:22Z [----] followers, [----] engagements


"@DominiakRadek $PGY $APP $TMDX $HROW"  
[X Link](https://x.com/DFresel/status/1960301988547051563)  2025-08-26T11:23Z [----] followers, [---] engagements


"Ta przeklta droga sie zwaya i dodatkowo odbia w lewo wina infrastruktury. When you're a nurse practitioner and think u don't have to follow safety rules of the road. 😬😬😬 https://t.co/i7vAZ27z9c When you're a nurse practitioner and think u don't have to follow safety rules of the road. 😬😬😬 https://t.co/i7vAZ27z9c"  
[X Link](https://x.com/DFresel/status/1961091594251026687)  2025-08-28T15:40Z [----] followers, [----] engagements


"@StockSavvyShay @FuturumEquities $APP"  
[X Link](https://x.com/DFresel/status/1962234716779618471)  2025-08-31T19:23Z [----] followers, [---] engagements


"@meeijer Easy $TMDX"  
[X Link](https://x.com/DFresel/status/1964714544137478358)  2025-09-07T15:37Z [----] followers, [---] engagements


"@MMMTwealth $Pgy is better than $UPST"  
[X Link](https://x.com/DFresel/status/1964782639237439817)  2025-09-07T20:07Z [----] followers, [---] engagements


"@MlodyTrejder $TMDX $TSM $UBER $CRWD cos morgrabia wybierze :-)"  
[X Link](https://x.com/DFresel/status/1969139850000384322)  2025-09-19T20:41Z [----] followers, [----] engagements


"@saxena_puru If someone compares [----] and dot-com with the current situation and says it's similar it's time to stop observing and not discussing because there's no point in arguing with some people"  
[X Link](https://x.com/DFresel/status/1971325735911706868)  2025-09-25T21:27Z [----] followers, [---] engagements


"@un_gabunga Volkswagen Nie nie tykam takich firm"  
[X Link](https://x.com/DFresel/status/1973081699568288220)  2025-09-30T17:45Z [----] followers, [---] engagements


"📉 $APP spado po newsach o ledztwie SEC i raporcie short-sellera. Rynek w panice jak zwykle. Ja Im not f*cking leaving. 💎🙌 #APP #stocks #investing #diamondhands"  
[X Link](https://x.com/DFresel/status/1975304744693608724)  2025-10-06T20:58Z [----] followers, [----] engagements


"Dzieki grok 😀"  
[X Link](https://x.com/DFresel/status/1977111443746275371)  2025-10-11T20:37Z [----] followers, [---] engagements


"@InvestInAssets I think Kia Corporation from South Korea is a good company. They have made great progress from cars that are very cheap and weak to nice to the eye and mechanically good cars"  
[X Link](https://x.com/DFresel/status/1642220902753419265)  2023-04-01T17:42Z [----] followers, [--] engagements


"Today I added the first [---] shares and I'm waiting to add more $OSCR Look familiar https://t.co/5812zfvaFB $OSCR Look familiar https://t.co/5812zfvaFB"  
[X Link](https://x.com/DFresel/status/1890103996540678272)  2025-02-13T18:21Z [----] followers, [----] engagements


"@patientinvestt $oscr $hims $lmnd $tmdx"  
[X Link](https://x.com/DFresel/status/1892139808861913436)  2025-02-19T09:10Z [----] followers, [---] engagements


"@TheLongInvest $achr $hood $lmnd $tmdx several options"  
[X Link](https://x.com/DFresel/status/1892629971266314592)  2025-02-20T17:38Z [----] followers, [----] engagements


"$XTB ma problem :-l"  
[X Link](https://x.com/DFresel/status/1939975245030470115)  2025-07-01T09:11Z [----] followers, [--] engagements


"Zobaczylimy :-) -12% 📈 $545M revenue (+73% YoY) 👥 2.4M subscribers (+31% growth) 💰 $74 monthly revenue per user (+30%) 🚀 220% net income growth 💡 Adj. EBITDA +109% to $82M Mi sie to podoba skorzystam z okazji jaka daje mi rynek"  
[X Link](https://x.com/DFresel/status/1952467971458424873)  2025-08-04T20:33Z [----] followers, [--] engagements


"@meeijer $MELI $HROW also $TMDX $PGY"  
[X Link](https://x.com/DFresel/status/1974566084935405886)  2025-10-04T20:03Z [----] followers, [----] engagements


"@MMMTwealth Do you think $UPST is better than $PGY I don't think so"  
[X Link](https://x.com/DFresel/status/1976577703735095749)  2025-10-10T09:17Z [----] followers, [----] engagements


"@BourbonCap $PGY $TMDX"  
[X Link](https://x.com/DFresel/status/1978179634861600838)  2025-10-14T19:22Z [----] followers, [----] engagements


"@thomasthedeal @BullMarket34 https://www.politico.com/news/2025/11/07/obamacare-subsidy-negotiations-government-shutdown-00641600 https://www.politico.com/news/2025/11/07/obamacare-subsidy-negotiations-government-shutdown-00641600"  
[X Link](https://x.com/DFresel/status/1988344585072836908)  2025-11-11T20:34Z [----] followers, [--] engagements


"@thomasthedeal @BullMarket34 Did you read what I sent you About the rebellion about the Speaker's statements Read more polls about the AC. 75% of people support it. Most beneficiaries are Republicans. If Trump removes the AC they will lose the [----] election"  
[X Link](https://x.com/DFresel/status/1988348891779977476)  2025-11-11T20:51Z [----] followers, [--] engagements


"@grok @davidsmythe069 @DisavowTrump20 @SenatorCollins I'm talking about years like 2000-2010. Whether it's aca or not costs are rising"  
[X Link](https://x.com/DFresel/status/1988360749941498281)  2025-11-11T21:38Z [----] followers, [--] engagements


"@MMMTwealth Long $PGY"  
[X Link](https://x.com/DFresel/status/1989377266145792168)  2025-11-14T16:57Z [----] followers, [---] engagements


"@grok @ByronDonalds [--]. How much will the premium increase if the ACA is repealed for a 60-year-old earning [-----] [--]. Aren't most ACA beneficiaries in Republican states [--]. We agree on one thing: the ACA saves lives"  
[X Link](https://x.com/DFresel/status/1989421912116924677)  2025-11-14T19:55Z [----] followers, [--] engagements


"@grok @ByronDonalds There's no contradiction hahaha. Even if long-term insurance costs drop by 20% as you're saying or let's say 50% which is very unlikely people will still pay more than under the ACA. I think Musk has set up an anti-ACA narrative for you"  
[X Link](https://x.com/DFresel/status/1989426127283392621)  2025-11-14T20:12Z [----] followers, [--] engagements


"@grok @ByronDonalds Answer yes or no. Did insurance costs grow more slowly with the ACA"  
[X Link](https://x.com/DFresel/status/1989428118046781586)  2025-11-14T20:19Z [----] followers, [--] engagements


"@Micha20735038 @DnaRynkow https://www.businessinsider.com/stock-market-outlook-sp-500-predictions-2022-price-targets-recommendations-2021-12IR=T https://www.businessinsider.com/stock-market-outlook-sp-500-predictions-2022-price-targets-recommendations-2021-12IR=T"  
[X Link](https://x.com/DFresel/status/1991061929813533157)  2025-11-19T08:32Z [----] followers, [--] engagements


"Long PGY od dawna. $PGY: 🚨 Another $400m Auto Loan ABS deal. There were a couple conferences yesterday. Great content and insight. Discussions about [----] among other interesting insights. On my list to share but end of year is always busy. https://t.co/dF4FUyJpZU $PGY: 🚨 Another $400m Auto Loan ABS deal. There were a couple conferences yesterday. Great content and insight. Discussions about [----] among other interesting insights. On my list to share but end of year is always busy. https://t.co/dF4FUyJpZU"  
[X Link](https://x.com/DFresel/status/1991244852449710123)  2025-11-19T20:39Z [----] followers, [----] engagements


"@LuciusLu5972 @Aleksan94914355 [--] lat temu idioto [--] lat temu https://www.termedia.pl/koronawirus/Polski-naukowiec-uzyskal-pelna-sekwencje-genetyczna-SARS-CoV-237609.html https://www.termedia.pl/koronawirus/Polski-naukowiec-uzyskal-pelna-sekwencje-genetyczna-SARS-CoV-237609.html"  
[X Link](https://x.com/DFresel/status/1993198985402892346)  2025-11-25T06:04Z [----] followers, [--] engagements


"@MJG_TRADES @grok Can OSCR Health go bankrupt without extending the ACA"  
[X Link](https://x.com/DFresel/status/1993628086290756094)  2025-11-26T10:29Z [----] followers, [----] engagements


"@wealthmatica 1.TMDX 2.LMND 3.NBIS 4.ZETA 5.PGY"  
[X Link](https://x.com/DFresel/status/1994484012132565071)  2025-11-28T19:10Z [----] followers, [---] engagements


"@WealthyReadings Long $TMDX $LMND $APP $ZETA $NBIS $RKLB $PGY"  
[X Link](https://x.com/DFresel/status/1994850603550601465)  2025-11-29T19:27Z [----] followers, [---] engagements


"@shai_wininger @Lemonade_Inc that's why I like $LMND I'm just waiting for a larger entry with insurance to more European countries including Poland"  
[X Link](https://x.com/DFresel/status/1996275298980237580)  2025-12-03T17:48Z [----] followers, [---] engagements


"@krzysztofburdzy @Maciej__Czajka Long $LMND 😀"  
[X Link](https://x.com/DFresel/status/2004515197260816787)  2025-12-26T11:30Z [----] followers, [---] engagements


"@mathlonning LONG $TMDX"  
[X Link](https://x.com/DFresel/status/2005728357103919160)  2025-12-29T19:51Z [----] followers, [---] engagements


"@mathlonning I'm not buying for the amazing results in [----] but because there will be worse days and then TMDX will stabilize the portfolio. Although I won't cry if TMDX destroys [----]. 😀"  
[X Link](https://x.com/DFresel/status/2005729618012299668)  2025-12-29T19:56Z [----] followers, [---] engagements


"@TheWaveCount If you are right and $APP will fall like that then F P/E will be [--] so you are wrong"  
[X Link](https://x.com/DFresel/status/2006005566137851904)  2025-12-30T14:12Z [----] followers, [---] engagements


"@growthrapidly $TMDX $ZETA $LMND"  
[X Link](https://x.com/DFresel/status/2007843019446497531)  2026-01-04T15:54Z [----] followers, [----] engagements


"@grok @TheWaveCount @RemindMe_OfThis in [--] months"  
[X Link](https://x.com/DFresel/status/2011762743859466588)  2026-01-15T11:29Z [----] followers, [--] engagements


"@nataninvesting $APP $ZETA $LMND"  
[X Link](https://x.com/DFresel/status/2011823126909169906)  2026-01-15T15:29Z [----] followers, [---] engagements


"@brysiu69 Mara skupuje btc Ja mam sharplink"  
[X Link](https://x.com/DFresel/status/2012174962405040594)  2026-01-16T14:47Z [----] followers, [--] engagements


"$PGY $PGY: Pagaya keeps on executing = secures $350M of 2-Year funding that can flex up to $700M Pagaya Launches A Revolving Asset-Backed Funding Structure Backed by Personal Loans with Investment from 26North Pagaya expands its Personal Loan PAID ABS platform through an innovative https://t.co/uNhTHIWAK3 $PGY: Pagaya keeps on executing = secures $350M of 2-Year funding that can flex up to $700M Pagaya Launches A Revolving Asset-Backed Funding Structure Backed by Personal Loans with Investment from 26North Pagaya expands its Personal Loan PAID ABS platform through an innovative"  
[X Link](https://x.com/DFresel/status/2012176454381871106)  2026-01-16T14:53Z [----] followers, [----] engagements


"@DeepInference @SingularityRes Not good"  
[X Link](https://x.com/DFresel/status/2012902661507461320)  2026-01-18T14:59Z [----] followers, [--] engagements


"@andretate79 @StockMarketNerd BTFD"  
[X Link](https://x.com/DFresel/status/2013588701704568951)  2026-01-20T12:25Z [----] followers, [--] engagements


"@TraderC0bb $LMND $RKLB $APP $ZETA etc"  
[X Link](https://x.com/DFresel/status/2013923858613411933)  2026-01-21T10:37Z [----] followers, [---] engagements


"@mathlonning @FilipsMoneyX I don't think they could make a better engine than Axon in a short time"  
[X Link](https://x.com/DFresel/status/2014051771409150256)  2026-01-21T19:05Z [----] followers, [--] engagements


"@mathlonning @Miodozerek0025 I believe in the company and I hold on to it"  
[X Link](https://x.com/DFresel/status/2017370763418886485)  2026-01-30T22:54Z [----] followers, [--] engagements


"@mathlonning Let's assume a 30% P/E ratio and 30% revenue growth. How do I compare that to Walmart's 40% P/E ratio"  
[X Link](https://x.com/DFresel/status/2019116214979526850)  2026-02-04T18:29Z [----] followers, [---] engagements


"$APP $APP MS NOTE https://t.co/MKLRPmu89F $APP MS NOTE https://t.co/MKLRPmu89F"  
[X Link](https://x.com/DFresel/status/2019746863151206709)  2026-02-06T12:15Z [----] followers, [----] engagements


"@Nietschecapital Why not $LMND"  
[X Link](https://x.com/DFresel/status/2019902724750401960)  2026-02-06T22:35Z [----] followers, [---] engagements


"@StockSavvyShay $PGY $ZETA"  
[X Link](https://x.com/DFresel/status/2020465082153484543)  2026-02-08T11:49Z [----] followers, [---] engagements


"1/ 🕵 Spka Monster Beverage od [----] roku wzrosa z kilku centw do ponad [--] USD notujc spektakularny rajd ktry pobi takie potgi jak Apple czy Amazon pod wzgldem procentowego wzrostu kursu"  
[X Link](https://x.com/DFresel/status/1939303637601148932)  2025-06-29T12:43Z [----] followers, [----] engagements


"$PGY Forward P/E [--] wzrost wzrost przychodow r/r 36% . Wszystko jest ok. 😀 Dobrze wycenione "  
[X Link](https://x.com/DFresel/status/2018745564620361832)  2026-02-03T17:57Z [----] followers, [----] engagements


"@BastianelliLore $LMND and $NBIS"  
[X Link](https://x.com/DFresel/status/2020178346580275270)  2026-02-07T16:50Z [----] followers, [---] engagements


"Mam wraenie e jak caa moja sidemka spek pokae wyniki finansowe to bd minimum 20% wyej ni teraz. Challenge accepted. 260"  
[X Link](https://x.com/DFresel/status/2020277802889806300)  2026-02-07T23:25Z [----] followers, [----] engagements


"Chce przypomnie ze P/S dla $TMDX = [--] $ZETA = [---] $LMND = [--] $PGY = [---] A wszystkie te spolki rosna szybciej niz VISA i MasterCard Wrzucam to w ramach ciekawostki zupenie inne biznesy mare itd. Jednak skala przeceny na niektrych szybko rosncych spkach jest bardzo duza. $V VS $MA Both charts are in Wave [--]. Which do you prefer https://t.co/SqvJHoIVAd $V VS $MA Both charts are in Wave [--]. Which do you prefer https://t.co/SqvJHoIVAd"  
[X Link](https://x.com/DFresel/status/2020462546973528423)  2026-02-08T11:39Z [----] followers, [----] engagements


"@Inwestor95 @grok ile spolek w USA notowania ma giledzie ma lepsze wskaniki niz 20% wzrost przychodw i F P/E [--] lub niszy i P/S poniezej [--] . Da sie znale duzo takich spolek"  
[X Link](https://x.com/DFresel/status/2021327121348448757)  2026-02-10T20:55Z [----] followers, [--] engagements


"@JG_VALUE_GROWTH Jak zeta sama tworzy Agentw zreszt nie bede cie przekonywa prosta analiza spoki z AI duzo mowi jak "latwo" AI zastpi Zete"  
[X Link](https://x.com/DFresel/status/2021608223971680682)  2026-02-11T15:32Z [----] followers, [---] engagements


"Villain vs rynek runda druga. Po deskach jakie zafundowaa mi Pagaya $PGY czas sprawdzi co zaprezentuje $APP. Mam nadzieje ze na koniec wynikw nie bedzie 0-7 dla rynku"  
[X Link](https://x.com/DFresel/status/2021664417608606076)  2026-02-11T19:15Z [----] followers, [----] engagements


"@EFromeden @Miodozerek0025 To ja"  
[X Link](https://x.com/DFresel/status/2021667663563616570)  2026-02-11T19:28Z [----] followers, [--] engagements


"@Inwestor95 Trzymam dalej przy tej wycenie to wchodzi w gr nawet przejcie z duza premia przez wikszego gracza. Jesli to dalej bedzie spada to chyba trzeba co sprzeda aby dobra. Rynek wycenia katastrof ja jej nie widz"  
[X Link](https://x.com/DFresel/status/2021669952198254752)  2026-02-11T19:37Z [----] followers, [---] engagements


"Rekomendacje dla Pagaya ($PGY) po wynikach Q4: Benchmark Co. $33.00 Canaccord Genuity $32.00 Stephens $25.00 Keefe Bruyette & Woods (KBW) $24.00 Citizens JMP $22.00 Statystyki zbiorcze: rednia cena docelowa: $27.20 Obecny kurs rynkowy: $14.20 Potencja wzrostu (Upside): +91.5% Nadal uwaam ze $PGY to lepsza spolka zdecydowanie mniej agresywna i stonowana pomimo ze jest bardziej odporna na zmiany sentymentu na rynku kredytowym. W dugim terminie bedzie dobrze. To nie jest porada finansowa 😀 $PGY vs $UPST: Revenue: - $1.26B vs $1.04B Net Income: - $81M vs $53.6M EBITDA: - $81.7M vs $72.9M EPS: -"  
[X Link](https://x.com/DFresel/status/2021672321967436027)  2026-02-11T19:46Z [----] followers, [----] engagements


"BofA Securities: $860 (Kupuj) podniesiona z $580. Jefferies: $860 (Kupuj) podtrzymana. UBS: $810 (Kupuj) podniesiona z $540. Morgan Stanley: $800 (Przewaaj) podtrzymana. Piper Sandler: $800 (Przewaaj) podtrzymana. Benchmark: $775 (Kupuj) podtrzymana. Goldman Sachs: $720 (Neutralnie) podniesiona z $600. pi spokojnie :-) [--] pozycja w portfelu. $APP Total FCF vs $ spent on share buybacks https://t.co/weOWrY1HYu $APP Total FCF vs $ spent on share buybacks https://t.co/weOWrY1HYu"  
[X Link](https://x.com/DFresel/status/2021891250832523521)  2026-02-12T10:16Z [----] followers, [----] engagements


"Me vs rynek 3-0 NBIS take w dol. Jak Inwestor Mike lepiej mi szo xd"  
[X Link](https://x.com/DFresel/status/2021951855786701164)  2026-02-12T14:17Z [----] followers, [----] engagements


"$APP to $META w 2022r tylko rnica jest taka ze na biznesie mety w tamtym okresie zrobiy sie male rysy w przeciwiestwie do dzisiejszego AppLovin"  
[X Link](https://x.com/DFresel/status/2021978683343614311)  2026-02-12T16:04Z [----] followers, [----] engagements


"Zastanawiam sie czy nie sprzeda $PGY aby doadowa $APP bardziej klarowna przyszo"  
[X Link](https://x.com/DFresel/status/2022255336082592017)  2026-02-13T10:23Z [----] followers, [----] engagements


"@Grok oblicz ile warte sa udziay w tych spkach i porwnaj z cap $NBIS I view $NBIS as a "geographically integrated AI ETF" with unbeatable asymmetry. https://t.co/2FpLOTetzA I view $NBIS as a "geographically integrated AI ETF" with unbeatable asymmetry. https://t.co/2FpLOTetzA"  
[X Link](https://x.com/DFresel/status/2022617161617875270)  2026-02-14T10:21Z [----] followers, [----] engagements


"Chciaem napisa obszerny artyku opisujcy mj punkt widzenia ale nie zrobi tego lepiej ni autor tego tekstu: Jako dopenienie chciabym doda e moim zdaniem zarzd mg wycisn z tego kwartau znacznie wicej. Postanowili jednak odpuci bardziej ryzykowne segmenty dziaalnoci na rzecz wikszego bezpieczestwa w obliczu niepewnoci gospodarczej. Taka postawa mocno kontrastuje z zarzdem np. $HIMS ktrzy id 'all-in' naraajc si przy tym na powane problemy prawne i finansowe. Mimo to uwaam e zarzd $PGY zachowa si bardzo sabo [--] listopada podnoszc prognozy. By to jeden z gwnych powodw dla ktrych zdecydowaem si"  
[X Link](https://x.com/DFresel/status/2021289953162899773)  2026-02-10T18:27Z [----] followers, [----] engagements


"@Inwestor95 Bylo takie pytanie na konferencji jak znajd to podel. @grok co zarzd pgy odpowiedzia na pytanie dlaczego odpucili ryzykowne segmenty i skupili sie na rentownoci"  
[X Link](https://x.com/DFresel/status/2021675815180591188)  2026-02-11T20:00Z [----] followers, [--] engagements


"@Joker68069137 Zeta ma danych od groma"  
[X Link](https://x.com/DFresel/status/2021952854823710759)  2026-02-12T14:21Z [----] followers, [---] engagements


"@msykulski Rynek mnie zaskakuje codziennie. $APP F P/E [--] Przychody plus [--] $MCD F P/E [--] Przychody plus20 Wiadomo fosa powtarzalno itd ale to nie jest normalna wycena. Juz nie chce przywoywa walmarta z fp/e [--] xd"  
[X Link](https://x.com/DFresel/status/2021977788161667186)  2026-02-12T16:00Z [----] followers, [---] engagements


"@okocim1025 Kolejna zmiana nicku to kolejne zamieszanie niech wiedz kogo wini za to ze maja teraz $APP czy $PGY 😀"  
[X Link](https://x.com/DFresel/status/2021989789831209042)  2026-02-12T16:48Z [----] followers, [---] engagements


"@RybaczukLukasz @grok wymie powody mi ciezko znale"  
[X Link](https://x.com/DFresel/status/2022018937878442203)  2026-02-12T18:44Z [----] followers, [--] engagements


"@msykulski I to jeszcze wybio gora nie wiadomo gdzie sie zatrzyma. Kto by pomyla ze mozna rosn [--] razy wykniej i byc [--] x droszy. Vide meta vs walmart"  
[X Link](https://x.com/DFresel/status/2022026492675555495)  2026-02-12T19:14Z [----] followers, [--] engagements


"@GuccyGman $TMDX mam i lubi ta spk co Ty z tym zrobisz nie wiem. Co do root jestem team lmnd"  
[X Link](https://x.com/DFresel/status/2022433357762646490)  2026-02-13T22:11Z [----] followers, [--] engagements


"@WojtekKardys Oj Wojtek Wojtek dorose dziewczyny przychodziy do niego wiedzc dokladnie na co sie pisza kto w 2025r nie wie co to stream i same pnej z chwili "slawy" chtnie korzystay "  
[X Link](https://x.com/DFresel/status/1945163010982412357)  2025-07-15T16:46Z [----] followers, [----] engagements


"$APP 😀 Rev growth (%) + EBITDA margin (%) = Rule of [--] Adjusted for the sale of $APP's apps business. CY2025 actuals $APP 70% + 82% = [---] $PLTR 56% + 51% = [---] $SHOP 30% + 13% = [--] $U [--] + 22% = [--] CY2026 consensus estimates $APP 55% + 82% = [---] $PLTR 62% + 58% = [---] $SHOP 22% + 19% = Rev growth (%) + EBITDA margin (%) = Rule of [--] Adjusted for the sale of $APP's apps business. CY2025 actuals $APP 70% + 82% = [---] $PLTR 56% + 51% = [---] $SHOP 30% + 13% = [--] $U [--] + 22% = [--] CY2026 consensus estimates $APP 55% + 82% = [---] $PLTR 62% + 58% = [---] $SHOP 22% + 19% ="  
[X Link](https://x.com/DFresel/status/2021847545715339511)  2026-02-12T07:23Z [----] followers, [----] engagements


"No $NBIS finalnie zakoczy dzie a plusie po publikacji wynikow dzisiaj poprawiaktualnie w dupe z rynkiem [--] do [--]. Jednak w moim portfelu duzo zalezy od [--] spolek 30% portfela w $TMDX i [--] w $LMND. Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a"  
[X Link](https://x.com/DFresel/status/2022423466348261470)  2026-02-13T21:31Z [----] followers, [----] engagements


"@Nietschecapital @grok znajdziesz spolke speniajca powysze zaoenia"  
[X Link](https://x.com/DFresel/status/2022610675177242728)  2026-02-14T09:55Z [----] followers, [----] engagements


"Zobaczyem wyniki i nawet odsuchaem konferencje wynikw za q4 $UPST i $PGY Skupmy sie na prognozach na cay 2026r. Zaczam dane w grafice. $UPST to znana marka majca zdecydowanie wiekszy % wzrost przychodow dlatego uznaem ze ta spolka powinna byc [---] drosza w poszczeglnych wskanikach. Projekcja ceny $PGY (15x taniej ni $UPST) P/S (Cena/Sprzeda): [----] USD fP/E Adj (Finviz): [----] USD fP/E GAAP (Zysk netto): [----] USD rednia celw analitykw: [----] USD Uwaam ze obecna cena jest na tyle atrakcyjna ze tylko kataklizm na ktry sie nie zanosi spowodowaby dalsze spadki po q1."  
[X Link](https://x.com/DFresel/status/2022749995963724147)  2026-02-14T19:09Z [----] followers, [----] engagements

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