# ![@DmitriTrades Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1606171038236430337.png) @DmitriTrades Dmitri Vinokurov

Dmitri Vinokurov posts on X about $pgy, $nfe, business, debt the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1606171038236430337/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1606171038236430337/c:line/m:interactions.svg)

- [--] Week [---------] +98%
- [--] Month [---------] +73,587%

### Mentions: [--] [#](/creator/twitter::1606171038236430337/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1606171038236430337/c:line/m:posts_active.svg)

- [--] Week [--] +88%
- [--] Month [--] +163%

### Followers: [--] [#](/creator/twitter::1606171038236430337/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1606171038236430337/c:line/m:followers.svg)

- [--] Week [--] +15%
- [--] Month [--] +84%

### CreatorRank: [---------] [#](/creator/twitter::1606171038236430337/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1606171038236430337/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33.96% [finance](/list/finance)  32.08% [cryptocurrencies](/list/cryptocurrencies)  18.87% [countries](/list/countries)  3.77% [social networks](/list/social-networks)  1.89% [financial services](/list/financial-services)  1.89%

**Social topic influence**
[$pgy](/topic/$pgy) #43, [$nfe](/topic/$nfe) 15.09%, [business](/topic/business) 13.21%, [debt](/topic/debt) #1662, [$sezl](/topic/$sezl) #18, [$nvo](/topic/$nvo) #194, [$psix](/topic/$psix) #12, [$duol](/topic/$duol) #70, [future](/topic/future) 9.43%, [strong](/topic/strong) 9.43%

**Top accounts mentioned or mentioned by**
[@kyleadamsstocks](/creator/undefined) [@investordenis](/creator/undefined) [@pagayaltds](/creator/undefined) [@mvcinvesting](/creator/undefined) [@planetmicrocap](/creator/undefined) [@seekingalpha](/creator/undefined) [@coopercapitai](/creator/undefined) [@fischerjiriml](/creator/undefined) [@endicottinvests](/creator/undefined) [@cryptonormie50](/creator/undefined) [@tacticzh](/creator/undefined)

**Top assets mentioned**
[Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Edu3Labs (NFE)](/topic/$nfe) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Novo-Nordisk (NVO)](/topic/$nvo) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [CatCoin (CAT)](/topic/$cat) [Cummins Inc. (CMI)](/topic/$cmi) [New Fortress Energy Inc. Class A Common Stock (NFE)](/topic/nfe-new-fortress-energy) [Klarna Group plc (KLAR)](/topic/$klar) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Vertiv Holdings Co (VRT)](/topic/$vrt) [BlackRock Inc (BLK)](/topic/blackrock) [American Express Company (AXP)](/topic/$axp) [Capital One Financial Corp. (COF)](/topic/$cof) [JPMorgan Chase (JPM)](/topic/$jpm) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [Enphase Energy Inc (ENPH)](/topic/$enph) [Powell Industries Inc (POWL)](/topic/$powl) [Eli Lilly and Company (LLY)](/topic/$lly)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Based purely on fundamentals $SEZL remains the highest quality BNPL firm as well as potentially one of the best fintech choices in the market. Granted quality doesnt matter when no matter the company the industry sees persistent drawdowns on a daily basis. Theres a reason why $SEZL keeps authorizing share buybacks. The CEO owns 43% of shares and is fully aligned with shareholders. I think the real alpha is that the company still needs to rerate at least 4x to reach the valuation of peers like $AFRM. Whats incredible is $SEZL https://t.co/DNdNCzSV1q Theres a reason why $SEZL keeps authorizing"  
[X Link](https://x.com/anyuser/status/2019649759888466073)  2026-02-06T05:50Z [--] followers, [---] engagements


"$HIMS decides to stop offering their weight loss sugar pill. I wonder if $NVO will still pursue a lawsuit after this. Regardless what a terrible decision from management. I would be disappointed if I was a $HIMS shareholder right now. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive"  
[X Link](https://x.com/anyuser/status/2020252446971556045)  2026-02-07T21:44Z [--] followers, [---] engagements


"Whos planning to tune in $PGY Please join me Monday at 8:30 am ET for @Pagayaltds 4Q25 & full year #earnings call. CFO Evangelos Perros President Sanjiv Das and I will be discussing our results and outlook for [----]. $PGY Please join me Monday at 8:30 am ET for @Pagayaltds 4Q25 & full year #earnings call. CFO Evangelos Perros President Sanjiv Das and I will be discussing our results and outlook for [----]. $PGY"  
[X Link](https://x.com/DmitriTrades/status/2020415276815380546)  2026-02-08T08:31Z [--] followers, [---] engagements


"Portfolio Reveal: (Feb. 8th 2026) $PSIX - 18.4% $SEZL - 14.4% $PGY - 11.9% $HASH - 9.9% $NLCP - 9.9% $WELL.TO - 7.8% $ENVX - 6.9% $PPIH - 6.6% $DUOL - 4.1% $NVO - 4.1% $TSM - 3.3% $NFE - 1.9% $TNZ - 0.9%"  
[X Link](https://x.com/anyuser/status/2020575411546316965)  2026-02-08T19:08Z [--] followers, [---] engagements


"Monster guidance from $VRT today. Although I am not a $VRT shareholder this company's business trajectory is quite similar to that of $PSIX. In fact I would argue that $VRT is actually more closely related than something like $CAT or $CMI. Unlike what many think $PSIX is a reciprocating engine enclosure maker more so than an engines provider. While $PSIX relies on engines from $CAT and $CMI ultimately the future demand profile for the business that $PSIX provides is more closely related to $VRT who is the provider for all the other parts of the data center - the thermal and power management"  
[X Link](https://x.com/anyuser/status/2021784980880609442)  2026-02-12T03:14Z [--] followers, [---] engagements


"$PGY Earnings Reflection: 📉 Many others have already commented on the numbers that $PGY delivered so I will not beat the dead horse here - feel free to check out some others like @mvcinvesting who has done some deeper dives on the numbers. What happened Essentially an intentional slowdown from $PGY management caused the company to miss many of the expectations for the company coming into earnings including revenue and EBITDA. The intentional slowdown was driven by an intentional tightening of credit standards in order to ensure that the company does not get burned in the future similar to"  
[X Link](https://x.com/DmitriTrades/status/2021068098170962387)  2026-02-10T03:45Z [--] followers, [----] engagements


"$DUOL has roughly $23 per share of cash on the balance sheet. As of now about 21% of the market cap is cash. The business is also free cash flow positive and has no debt. I understand that the market is panicking about future revenues - but how much farther can $DUOL go"  
[X Link](https://x.com/DmitriTrades/status/2022778204520353855)  2026-02-14T21:01Z [--] followers, [---] engagements


"My top [--] picks for 2026: [--]. $PSIX - Strong growth story and massive mispricing due to management miscommunication [--]. $SEZL - Secular trend pure play on BNPL with strong management and impressive growth [--]. $NLCP - Cannabis REIT with rescheduling catalysts trading below book"  
[X Link](https://x.com/DmitriTrades/status/2010926853876572495)  2026-01-13T04:08Z [--] followers, [---] engagements


"On-site power generation demand is skyrocketing. Utilities are expanding - but they will never be fast enough to compete with on-site power due to the scale and complexity of their projects. In the meantime companies like $PSIX who manufacture enclosures for engines from $CAT and $CMI will compound at high double digit growth rates and make use of this transient time period where power is simply unavailable and/or too expensive. I am long $PSIX at roughly 20% of my portfolio. It's going to be a very good year for behind-the-meter power generation. Especially considering that we likely see"  
[X Link](https://x.com/DmitriTrades/status/2018558716174643411)  2026-02-03T05:34Z [--] followers, [----] engagements


"Sad to see a name as high quality as $PGY selling off so much. I would like to know what the market is thinking by discounting a name that has 100% customer retention and operates in a TAM that covers not only the major banks but also BNPL and other fintechs"  
[X Link](https://x.com/DmitriTrades/status/2018850232067633589)  2026-02-04T00:52Z [--] followers, [----] engagements


"Unfortunately true. The quarter was highly disappointing. It is unbelievable seeing that $NVO's TAM is expanding every day and peers are succeeding while this company is somehow guiding for losses in revenue on already poor comps. MY THOUGHTS ON $NVO EARNINGS AND MANAGEMENT GUIDANCE: I was never expecting the Wegovy pill to dominate the Q1 [----] guidance as they are still in the rollout phase. Recent reports on demand are better than expected so there is a possibility that NVO has a strong second half https://t.co/DPKikCfotO MY THOUGHTS ON $NVO EARNINGS AND MANAGEMENT GUIDANCE: I was never"  
[X Link](https://x.com/DmitriTrades/status/2019249712902336557)  2026-02-05T03:20Z [--] followers, [---] engagements


"$PGY earnings: Expectations based on management guidance: - Revenue to grow 24% Y/Y - GAAP Net Income to grow 41% Q/Q - Network Volume to grow 7% Y/Y - Adjusted EBITDA to grow 63% Y/Y However management has had a very long history of earnings beats and guidance revisions. I highly expect that this quarter will be no different. https://twitter.com/i/web/status/2020558024369430616 https://twitter.com/i/web/status/2020558024369430616"  
[X Link](https://x.com/anyuser/status/2020558024369430616)  2026-02-08T17:59Z [--] followers, [---] engagements


"$DUOL has roughly $23 per share of cash on the balance sheet. At of now about 21% of the market cap is cash. The business is also free cash flow positive and has no debt. I understand that the market is panicking about future revenues - but how much farther can $DUOL go"  
[X Link](https://x.com/DmitriTrades/status/2022775615532011877)  2026-02-14T20:51Z [--] followers, [--] engagements


"$PGY up 7.5% overnight going into earnings 📈"  
[X Link](https://x.com/DmitriTrades/status/2020682928951627852)  2026-02-09T02:15Z [--] followers, [---] engagements


"A catalyst many $PGY investors overlook: Assuming management guidance comes to fruition this will be $PGY's first year of GAAP profitability. Screeners and algorithms checking on TTM PE (and other profitability metrics) will now see a company that is extremely cheap based on classical growth to valuation metrics. I expect that with solid results and guidance $PGY will rally significantly over the coming months"  
[X Link](https://x.com/DmitriTrades/status/2020558869261635906)  2026-02-08T18:02Z [--] followers, [---] engagements


"Most people don't actually want to be fluent in a language - they want a tool that will engage them similar to a game. This is the exact product $DUOL offers. Most users are casual and this makes sense and is largely positive. 90% of the population is not actually willing to take up the challenge of becoming fluent in a language. It is incredibly difficult to do so. That doesn't mean they can't try and have fun in the process"  
[X Link](https://x.com/DmitriTrades/status/2019257565205651552)  2026-02-05T03:51Z [--] followers, [---] engagements


"Had the same thought. Opening a new position: $ZOMD.V $ZOMD Cost Basis: $0.99 Portfolio Weight: 5% Despite the misleading communication seems like the R/R is good again here. Back in. $ZOMD $ZOMD.V $ZMDTF Despite the misleading communication seems like the R/R is good again here. Back in. $ZOMD $ZOMD.V $ZMDTF"  
[X Link](https://x.com/DmitriTrades/status/2021782860144001533)  2026-02-12T03:06Z [--] followers, [---] engagements


"Great observation from @KyleAdamsStocks but wanted to bring my opinion to this one. In my opinion the fact that revenues from data centers are minimal doesnt matter - all that matters is will $PPIH be able to spread the word that they are involved with this sector. As $PPIH has announced their plans to do earnings calls I think they will be able to execute. As soon as investors find out that $PPIH is not a boring oil and gas infrastructure stock but instead a diversified play on data centers - the PE is able to re rate as investors flood in trying to get a piece of the companies involved with"  
[X Link](https://x.com/DmitriTrades/status/2022557402986410468)  2026-02-14T06:23Z [--] followers, [---] engagements


"@InvestorDenis Unfortunately Blackrock isnt actively buying $PGY - it is most likely part of some ETFs. As the price falls the fund usually must add to it to keep enough exposure to it and rebalance"  
[X Link](https://x.com/DmitriTrades/status/2023090625953026246)  2026-02-15T17:42Z [--] followers, [---] engagements


"@InvestorDenis 100% very true. Usually also allows for more optimal debt refinancing"  
[X Link](https://x.com/DmitriTrades/status/2023097490371997932)  2026-02-15T18:10Z [--] followers, [--] engagements


"$NLCP seems to have broken out past a relatively major resistance at $16.02. In my view $NLCP continues to be one of the best risk-adjusted plays in the market right now - an undervalued REIT which will re-rate due to multiple catalysts before midterm elections"  
[X Link](https://x.com/DmitriTrades/status/2023110648532705569)  2026-02-15T19:02Z [--] followers, [--] engagements


""The only thing to do when a man is wrong is to be right by ceasing to be wrong" - Chapter [--] Reminiscences of a Stock Trader"  
[X Link](https://x.com/DmitriTrades/status/2023137776485707822)  2026-02-15T20:50Z [--] followers, [--] engagements


"I love how the government can just get away with lying about jobs numbers. Revisions are meant to be improvements to data when more information comes out - not a complete rewriting of the data. BREAKING: US job numbers were revised down by [--------] jobs in [----] the largest annual revision in at least [--] years. This follows downward revisions of [-------] in [----] and [-------] in [----]. In total [--------] jobs have been revised out of initially reported data over the https://t.co/CLDvMNLLse BREAKING: US job numbers were revised down by [--------] jobs in [----] the largest annual revision in at least 20"  
[X Link](https://x.com/DmitriTrades/status/2023159630080430176)  2026-02-15T22:16Z [--] followers, [--] engagements


"Commented on $NFE - New Fortress Energy: A High-Risk Story With Even Higher Potential Upside. https://seekingalpha.com/article/4829699-new-fortress-energy-a-high-risk-story-with-even-higher-potential-upsidesource=twitter&sht=t45msb&shu=106n06#comment-101284776 https://seekingalpha.com/article/4829699-new-fortress-energy-a-high-risk-story-with-even-higher-potential-upsidesource=twitter&sht=t45msb&shu=106n06#comment-101284776"  
[X Link](https://x.com/DmitriTrades/status/1978308093193994409)  2025-10-15T03:52Z [--] followers, [---] engagements


"Commented on $NFE - New Fortress Energy: A High-Risk Story With Even Higher Potential Upside. https://seekingalpha.com/article/4829699-new-fortress-energy-a-high-risk-story-with-even-higher-potential-upsidesource=twitter&sht=t45o1p&shu=106n06#comment-101284812 https://seekingalpha.com/article/4829699-new-fortress-energy-a-high-risk-story-with-even-higher-potential-upsidesource=twitter&sht=t45o1p&shu=106n06#comment-101284812"  
[X Link](https://x.com/DmitriTrades/status/1978314946497978543)  2025-10-15T04:20Z [--] followers, [---] engagements


"Published a new article on $NFE on Seeking Alpha: $NFE is a highly leveraged firm in the energy space trading as if on the verge of bankruptcy. $NFE faces multiple catalysts to the upside. https://seekingalpha.com/article/4829699-new-fortress-energy-a-high-risk-story-with-even-higher-potential-upside https://seekingalpha.com/article/4829699-new-fortress-energy-a-high-risk-story-with-even-higher-potential-upside"  
[X Link](https://x.com/VinokContrarian/status/1978317742483923437)  2025-10-15T04:31Z [--] followers, [----] engagements


"Catalysts for $NFE: - Up to $689M in FEMA Payments - Finalized Puerto Rico Contract - Brazil Plant Startups - Bond Deals through well connected CEO Wes Edens with debt buybacks at 20-40% par value Volatility of $NFE means you can get 300-500% premiums on selling options"  
[X Link](https://x.com/VinokContrarian/status/1978318675687161882)  2025-10-15T04:35Z [--] followers, [---] engagements


"Article on $ZOMD going up sometime this week hoping to get it out before the weekend if time allows. Currently listening to the @PlanetMicroCap conference. Lots of great insight from the CEO"  
[X Link](https://x.com/DmitriTrades/status/1981158607757738329)  2025-10-23T00:39Z [--] followers, [---] engagements


"$ZOMD Article going up today Will be exclusive for Seeking Alpha but I will give a summary and answer any questions once I post that. Overall looks like a solid play I have sized this one up to be close to 20% of my portfolio with a cost basis of [----] on the OTC"  
[X Link](https://x.com/DmitriTrades/status/1981444878933643364)  2025-10-23T19:37Z [--] followers, [---] engagements


"Article on $ZOMD $ZMDTF is up Highlights: - Currently in hypergrowth - Sector trends support future growth - Significant undervaluation: PE of 10x and market only pricing in 20% FCF growth over [--] years - New Analyst Rating: CA$4 price target Strong Buy https://seekingalpha.com/article/4833380-zoomd-technologies-how-a-microcap-adtech-player-is-winning-the-open-internet-battle https://seekingalpha.com/article/4833380-zoomd-technologies-how-a-microcap-adtech-player-is-winning-the-open-internet-battle"  
[X Link](https://x.com/DmitriTrades/status/1982576381100986392)  2025-10-26T22:33Z [--] followers, [---] engagements


"New article on $ENVX: Highlights: - Enovix announces Honor as their smartphone partner - Chemistry changes have forced a delay in testing with Honor testing continuing - Expected buildout of Fab2 continuing - Expected orders Q2 '26 with no delays https://seekingalpha.com/article/4841009-enovix-commercial-ramps-progress-despite-operational-hiccups https://seekingalpha.com/article/4841009-enovix-commercial-ramps-progress-despite-operational-hiccups"  
[X Link](https://x.com/VinokContrarian/status/1987553209678983390)  2025-11-09T16:09Z [--] followers, [---] engagements


"Commented on $PSIX - Power Solutions International: Guidance Confusion Creates Buying Opportunity. https://seekingalpha.com/article/4841250-power-solutions-international-guidance-confusion-creates-buying-opportunitysource=twitter&sht=t5kw0a&shu=106n06#comment-101472626 https://seekingalpha.com/article/4841250-power-solutions-international-guidance-confusion-creates-buying-opportunitysource=twitter&sht=t5kw0a&shu=106n06#comment-101472626"  
[X Link](https://x.com/VinokContrarian/status/1988338384453210406)  2025-11-11T20:09Z [--] followers, [---] engagements


"$PSIX Article Highlights: - Severe mispricing due to management miscommunication - Projected growth is overconservative - Valuation supports share price gains $PSIX is currently a 10% holding after sizing up after the dip. https://seekingalpha.com/article/4841250-power-solutions-international-guidance-confusion-creates-buying-opportunity https://seekingalpha.com/article/4841250-power-solutions-international-guidance-confusion-creates-buying-opportunity"  
[X Link](https://x.com/VinokContrarian/status/1988341800453763554)  2025-11-11T20:23Z [--] followers, [---] engagements


"@KyleAdamsStocks @SeekingAlpha Thanks for posting this one @KyleAdamsStocks Lots of upside in $PPIH"  
[X Link](https://x.com/VinokContrarian/status/1992447116552323143)  2025-11-23T04:16Z [--] followers, [---] engagements


"Lots of people freaking out over state of credit right now. Market is not as weak as everyone thinks. All major credit card firms report net write-offs at or below pre-pandemic levels. Of all issues out there credit is not it. $JPM $AXP $COF $KLAR https://seekingalpha.com/article/4848146-credit-card-and-bnpl-lenders-paint-a-brighter-than-expected-picture-of-the-economy https://seekingalpha.com/article/4848146-credit-card-and-bnpl-lenders-paint-a-brighter-than-expected-picture-of-the-economy"  
[X Link](https://x.com/VinokContrarian/status/1993921655698264146)  2025-11-27T05:55Z [--] followers, [----] engagements


"$NFE extends forbearance agreement and continues to align on a solution for their roughly $9B of debt. Seems that the language has changed since the last agreement and the company is now in discussion of doing a restructuring. This is largely unsurprising"  
[X Link](https://x.com/VinokContrarian/status/2001301199404847258)  2025-12-17T14:39Z [--] followers, [----] engagements


"@KyleAdamsStocks Invested in this one recently. Even though the business is different in terms of the possible risks it is very similar to $SEZL. Essentially its a bet on credit performance being stronger than expected. $PGY has 100% customer retention rate & multiple clients signing on"  
[X Link](https://x.com/DmitriTrades/status/2003726501376864700)  2025-12-24T07:16Z [--] followers, [---] engagements


"We are in the perfect environment for companies like $SEZL and $PGY to profit. Both companies are dealing with lower-credit consumers who are challenged but far from collapsing. Together these two companies are roughly 30% of my portfolio. I am betting on the consumer"  
[X Link](https://x.com/DmitriTrades/status/2005410865886138610)  2025-12-28T22:49Z [--] followers, [---] engagements


"Any news / changes out of $ZOMD Sizeable rally this week of 12%. Currently fully out of the name on the deeply disappointing earnings last quarter but hoping that the market gives me an entry point before the audited financials in a couple of months"  
[X Link](https://x.com/DmitriTrades/status/2007684322627838239)  2026-01-04T05:23Z [--] followers, [--] engagements


"In [----] I shorted the VIX at Liberation Day lows. A profitable trade though I missed out on some alpha by selling too early. SVIX thrives during sustained low volatility when traders consistently lose by betting on VIX spikes that don't happen"  
[X Link](https://x.com/DmitriTrades/status/2010158416560566759)  2026-01-11T01:14Z [--] followers, [--] engagements


"@CooperCapitaI @FischerJiriML $KLAR has clear debt problems. Their interest payments far exceed what the rest of the industry pays. Until they fix that issue I dont see them doing well as a stock. $SEZL seems much more compelling as an investment by almost every metric"  
[X Link](https://x.com/DmitriTrades/status/2010692349836317097)  2026-01-12T12:36Z [--] followers, [---] engagements


"Pagaya $PGY will be a clear winner in [----] and on as management continues improving Fee Revenue Less Production Costs (FRLPC). This business model is complex (meaning difficult to replicate) while retaining strong operating leverage and scalability. @EndicottInvests If its helpful https://t.co/7fEBLlIRKQ @EndicottInvests If its helpful https://t.co/7fEBLlIRKQ"  
[X Link](https://x.com/DmitriTrades/status/2015248354037620972)  2026-01-25T02:20Z [--] followers, [----] engagements


"@cryptonormie50 Wonder what the news is driving that. Possibly something positive relating to restructuring"  
[X Link](https://x.com/DmitriTrades/status/2015630860779966503)  2026-01-26T03:40Z [--] followers, [---] engagements


"My newest position: $DUOL Cost Basis: $145.05 Sizing: 5% As a language learner myself I acknowledge that $DUOL is far from the best language learning tool. But here's why that doesn't matter: With many fields that are perceived difficult it is a universal truth that most people are not willing to dive deep and do actual research to become the best. 1) Investing - most people prefer easy-to-get "stock picks" rather than learning how to understand a business. Although not all will admit for some investing is the new gambling. 2) Science - most people would prefer to watch engaging Youtube"  
[X Link](https://x.com/DmitriTrades/status/2015782022967390273)  2026-01-26T13:41Z [--] followers, [---] engagements


"New Article on Enphase Energy $ENPH https://seekingalpha.com/article/4837304-enphase-energy-growth-on-the-horizon-but-not-today https://seekingalpha.com/article/4837304-enphase-energy-growth-on-the-horizon-but-not-today"  
[X Link](https://x.com/DmitriTrades/status/1985923856411021800)  2025-11-05T04:15Z [--] followers, [---] engagements


"$NLCP is the best risk-adjusted way to play Cannabis Rescheduling right now. Well managed REIT with no debt and relatively strong tenant base (considering the state of the industry). Currently 0.7x price/book. Entered at $14.50 this will rerate to 8-9% yield ($20 target)"  
[X Link](https://x.com/DmitriTrades/status/2004962287418048953)  2025-12-27T17:07Z [--] followers, [---] engagements


"$NFE has submitted a formal proposal to Brazilian regulatory agencies around the reactivation of the Gs Sul Terminal with reactivation as soon as July [----]. Another win for $NFE. Wes Edens will return the company to normalcy after shareholder-friendly restructuring"  
[X Link](https://x.com/DmitriTrades/status/2014586185730122065)  2026-01-23T06:29Z [--] followers, [----] engagements


"https://www.bnamericas.com/en/features/new-fortress-energy-proposes-timeframes-to-reactivate-lng-terminal-in-brazil https://www.bnamericas.com/en/features/new-fortress-energy-proposes-timeframes-to-reactivate-lng-terminal-in-brazil"  
[X Link](https://x.com/DmitriTrades/status/2014586595656274323)  2026-01-23T06:30Z [--] followers, [---] engagements


"News aren't new but worth mentioning: USA Spending government website lists a new award for Weston Solutions - a contractor selected by USACE (US Army Corps of Engineers) for delivering temporary power generation to Puerto Rico which includes the exact projects that $NFE executed in Puerto Rico. More details can be found here: As a reminder $NFE has a claim against FEMA for $659M for early contract termination and was expecting this payment at the end of [----]. Now we have seen tangible developments as the government has added these potential payments into their system. Does this mean the"  
[X Link](https://x.com/DmitriTrades/status/2015504908599058633)  2026-01-25T19:19Z [--] followers, [----] engagements


"$POWL - A business valued for AI growth that is not there As of today $POWL was trading at a PE of approximately 28x - which usually implies solid growth potential. Instead analysts estimate that the business will grow in the single digits in the near future. This makes sense - a bulk of the business is tied to oil & gas and petrochemicals - which have seen revenue decreases. Yes the utilities business is growing well but since it represents only 1/3 of the business it is not enough to create reliable growth. To top it off management is sitting on a mountain of cash and refusing to"  
[X Link](https://x.com/DmitriTrades/status/2015959011376730402)  2026-01-27T01:24Z [--] followers, [---] engagements


"@TacticzH Once again $NVO got first mover advantage just like they did with Ozempic. With FDA approval delays for $LLY and studies showing that $NVO has the fundamentally better product I can definitely see $NVO hitting at least $80 in 2026"  
[X Link](https://x.com/DmitriTrades/status/2015994930477617307)  2026-01-27T03:47Z [--] followers, [---] engagements


"I am bullish on $NVO in [----] but investors need to know that guidance will be soft in Q4 [----]. With a new CEO and stock underperformance since summer of [----] $NVO cannot afford to miss or have to lower their guidance. Sales seem to be good for their new oral weight loss pill but as it's still early there is a lot of uncertainty. Cutting guidance in future quarters will destroy all momentum and hope of a recovery. I predict softer guidance in Q4 with double beats and slow but steady guidance raises as we go through [----]. https://twitter.com/i/web/status/2015996539861397945"  
[X Link](https://x.com/DmitriTrades/status/2015996539861397945)  2026-01-27T03:53Z [--] followers, [----] engagements


"Exactly as I predicted $NVO posted a highly disappointing Q4 with very soft guidance. Being honest this guidance is even softer than I expected. In my mind flat revenue was definitely in the cards but a decline this large is a shocker. I am bullish on $NVO in [----] but investors need to know that guidance will be soft in Q4 [----]. With a new CEO and stock underperformance since summer of [----] $NVO cannot afford to miss or have to lower their guidance. Sales seem to be good for their new oral weight loss I am bullish on $NVO in [----] but investors need to know that guidance will be soft in Q4"  
[X Link](https://x.com/DmitriTrades/status/2018766039035633695)  2026-02-03T19:18Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing