#  @GrowthThesis KJ’s Growth Thesis KJ’s Growth Thesis posts on X about $pgy, $four, $nbis, $lmnd the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1881816198930903040/interactions)  - [--] Week [-----] -76% - [--] Month [-------] +117% - [--] Months [-------] +615% - [--] Year [-------] +340,957% ### Mentions: [--] [#](/creator/twitter::1881816198930903040/posts_active)  - [--] Week [--] -38% - [--] Month [---] +77% - [--] Months [---] +240% - [--] Year [---] +25,350% ### Followers: [-----] [#](/creator/twitter::1881816198930903040/followers)  - [--] Week [-----] -2% - [--] Month [-----] +113% - [--] Months [-----] +314% - [--] Year [-----] +9,264% ### CreatorRank: [---------] [#](/creator/twitter::1881816198930903040/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 54% [finance](/list/finance) 34% [cryptocurrencies](/list/cryptocurrencies) 25% [technology brands](/list/technology-brands) 13% [countries](/list/countries) 2% [automotive brands](/list/automotive-brands) 2% [ncaa football](/list/ncaa-football) 1% [financial services](/list/financial-services) 1% [fashion brands](/list/fashion-brands) 1% **Social topic influence** [$pgy](/topic/$pgy) #15, [$four](/topic/$four) #36, [$nbis](/topic/$nbis) 14%, [$lmnd](/topic/$lmnd) 14%, [$path](/topic/$path) 10%, [ai](/topic/ai) 7%, [$root](/topic/$root) 6%, [$hnst](/topic/$hnst) #114, [business](/topic/business) 6%, [$hood](/topic/$hood) 5% **Top accounts mentioned or mentioned by** [@trevhesinvests](/creator/undefined) [@mattscottcap](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@leotraydes](/creator/undefined) [@akbarinvests](/creator/undefined) [@elijahcablerf](/creator/undefined) [@joptionengineer](/creator/undefined) [@longrivercm](/creator/undefined) [@jminvestment0](/creator/undefined) [@alexcaninvest](/creator/undefined) [@willbiddy](/creator/undefined) [@jcarterinvests](/creator/undefined) [@tavilyai](/creator/undefined) [@investorjelle](/creator/undefined) [@danielisdizzy](/creator/undefined) [@wealthmatica](/creator/undefined) [@bastianellilore](/creator/undefined) [@grok](/creator/undefined) [@thecountofmc](/creator/undefined) [@thefinpitch](/creator/undefined) **Top assets mentioned** [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [4 (FOUR)](/topic/$four) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Lemonade, Inc. (LMND)](/topic/$lmnd) [UiPath, Inc. (PATH)](/topic/$path) [The Root Network (ROOT)](/topic/$root) [The Honest Company, Inc. (HNST)](/topic/$hnst) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Tempus AI, Inc. (TEM)](/topic/$tem) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Dash (DASH)](/topic/$dash) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [Coherent Inc (COHR)](/topic/$cohr) [Advanced Micro Devices (AMD)](/topic/$amd) [DoorDash Inc. (DASH)](/topic/doordash) [Iris Energy Limited (IREN)](/topic/$iren) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Duolingo, Inc. (DUOL)](/topic/$duol) [Tesla, Inc. (TSLA)](/topic/tesla) [Micron Technology, Inc. (MU)](/topic/$mu) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Toast, Inc. (TOST)](/topic/$tost) ### Top Social Posts Top posts by engagements in the last [--] hours "At this point Im just mesmerized 50% gain down to 12% -20% YTD Have slowly started using margin. Lmk if Im cooked" [X Link](https://x.com/GrowthThesis/status/2019536833592586414) 2026-02-05T22:21Z [----] followers, [---] engagements "Starting research on $TEM tonight Excited to learn more about this company💪" [X Link](https://x.com/GrowthThesis/status/2019569217469837646) 2026-02-06T00:29Z [----] followers, [----] engagements "Update on the $DASH DoorDash Account Now have made $245 in exactly one week. And $17 per hour which is what I make at my other job I want to prioritize some other other names that I like that arent in my main portfolio Like $ROOT $HOOD $HNST and some others Cant wait to see this account hit $1000 then $5000 and more just from DoorDashing a few extra hours per week and investing 100% of it https://twitter.com/i/web/status/2019795666541891864 https://twitter.com/i/web/status/2019795666541891864" [X Link](https://x.com/GrowthThesis/status/2019795666541891864) 2026-02-06T15:29Z [----] followers, [---] engagements "Little over one week in for my $DASH account $185 direct deposit will hit tonight Plan on buying $TEM $PGY and $HNST Even though I already hold $TEM and $PGY in my main account Im still trying to build my $TEM position and $PGY is a screaming by right now The strategy for this account is to buy all stocks that I think are buys Rather than only concentrating on a few https://twitter.com/i/web/status/2020904901707202663 https://twitter.com/i/web/status/2020904901707202663" [X Link](https://x.com/GrowthThesis/status/2020904901707202663) 2026-02-09T16:57Z [----] followers, [---] engagements "The beautiful thing about $PGY Pagayas business is that there is almost no downside for their partners This is why we are seeing $PGY bring on more and more partners and retaining them all Name another business model that you can sustain 0% churn Around $15 per share $PGY now trades at [---] Forward P/E assuming $136m in Net Income And a [--] Forward P/E if they only meet the minimum guided $100m After a solid but not amazing quarter they are priced like their business is dying even tho they are [--]. Increasing Around $15 per share $PGY now trades at [---] Forward P/E assuming $136m in Net Income And" [X Link](https://x.com/GrowthThesis/status/2020954663156318653) 2026-02-09T20:15Z [----] followers, [----] engagements "$FOUR Shift4 Payments hasnt traded in the $50s in almost [--] years Yet the fundamentals have continuously gotten better Yes their debt is high But theyve achieved a 19% ROIC since [----] The market is wrong about this one" [X Link](https://x.com/GrowthThesis/status/2016624358953975923) 2026-01-28T21:28Z [----] followers, [----] engagements "$FOUR is down 7% today📉 Management has guided to reach $1B in FCF run rate by [----] Including the $1B stock buyback that they initiated This isnt baseless claims either as talked about below. Operating Cash Flows is exploding And they are now trading UNDER $5B mc This is INSANE mis-pricing by the market I will either be right or die on this hill. Considering a full port on Shift4 $FOUR Shift4 Payments Shift4 is down about 50% in the last year but their fundamentals only continue to improve📈 Consistently increasing revenue 30% YoY and management is guiding to keep that up for the next 3-5" [X Link](https://x.com/GrowthThesis/status/2018733063551774837) 2026-02-03T17:07Z [----] followers, [----] engagements "Why is $ROOT down 40%+ in the last [--] months Stock cant catch a break recently Still considering getting in for a trade" [X Link](https://x.com/GrowthThesis/status/2014178708840681592) 2026-01-22T03:30Z [----] followers, 23.2K engagements "Genuinely shocked at how undervalued $ROOT seems Just some quick numbers that I ran: - EV/LTE of [----] - Forward P/E of [----] (industry average of 14) - EPS growth of 83% - P/S of [----] (industry average of 1.5) - EV/FCF of 3.23🤯 (industry average of 10) This company is priced like theyre dying yet they are growing at a reasonable rate and EPS and FCF look amazing $ROOT bulls anything I should know about them Why is $ROOT down 40%+ in the last [--] months Stock cant catch a break recently Still considering getting in for a trade https://t.co/U57B19qDVx Why is $ROOT down 40%+ in the last [--] months" [X Link](https://x.com/GrowthThesis/status/2014931220652769295) 2026-01-24T05:20Z [----] followers, [----] engagements "Hey $ROOT bulls. I wanted to join to see if you have any good resources to research ROOT further and do some qualitative work I have followed them for a little bit now since Im a LMND guy but havent ever paid too much attention. Would love to learn some more about root and how they differ from LMND Genuinely shocked at how undervalued $ROOT seems Just some quick numbers that I ran: - EV/LTE of [----] - Forward P/E of [----] (industry average of 14) - EPS growth of 83% - P/S of [----] (industry average of 1.5) - EV/FCF of 3.23🤯 (industry average of 10) This company is Genuinely shocked at how" [X Link](https://x.com/GrowthThesis/status/2015087910706716773) 2026-01-24T15:42Z [----] followers, [---] engagements "$FOUR is by far one of the most misunderstood stocks on the market A rerate is inevitable" [X Link](https://x.com/GrowthThesis/status/2015800000492761233) 2026-01-26T14:52Z [----] followers, [----] engagements "Some not-so-bold predictions imo: $NBIS will be a $100b company before [----] $COHR will have its $MU moment $PGY will be in more demand from banks and creditors than $FICO in the next decade $LMND will be a $1T company in my lifetime with the lowest premiums $PATH s orchestration layer will be used by hundreds of thousands of companies https://twitter.com/i/web/status/2016626750814408706 https://twitter.com/i/web/status/2016626750814408706" [X Link](https://x.com/GrowthThesis/status/2016626750814408706) 2026-01-28T21:37Z [----] followers, [---] engagements "@WillBiddy_ If you think $TOST is a steel look into $FOUR" [X Link](https://x.com/GrowthThesis/status/2017241353797992881) 2026-01-30T14:19Z [----] followers, [---] engagements "📉🚨 $PATH is a dying company Is some of the most inbred stuff Ive ever heard Their financials do not look like a dying company to me GROSS MARGINS: 80-85%✅ EOY2024 ➡ TTM: Operating margin: -12.6% ➡ 0.7%🟢 EPS: [-----] ➡ 0.42🟢 ROE: -4.5% ➡ 11.9%🟢 No debt🟢 Steadily growing RPA business🟢 Their financials are green flags across the board even their DECREASING liquidity ratios which suggest they are being more aggressive with cash And keep in mind NONE OF THIS HAS MAESTRO BAKED IN Meanwhile they are trading at a VERY conservative [--] EV/LTE FINANCIALS & VALUATION: ✅ I view this as you are" [X Link](https://x.com/GrowthThesis/status/2018196987917873417) 2026-02-02T05:37Z [----] followers, [----] engagements "You may have heard a lot about $PGY recently on FinX but what do they do👇💲 Pagaya is a fintech platform that uses data and machine learning to connect institutional capital with consumer and small-business lenders. Instead of being a traditional balance-sheet lender Pagayas core value is its AI-driven underwriting and credit decisioning network. I know an AI-driven underwriting and credit decisioning network sounds pretty scary especially when typically working with subprime credit borrowers. But their financials show that not only are they growing posting 20s-30% YoY growth but they are" [X Link](https://x.com/GrowthThesis/status/2018323522691735609) 2026-02-02T14:00Z [----] followers, [----] engagements "Im getting smoked yet again but there is something to this $PATH and $FOUR have already been hammered BEFORE this major pullback $PATH is -0.5% $FOUR is +5.0% In a broader market pullback it is hard to imagine these falling another 30+%. Anything can happen but I do think the floor is much higher from here than stocks that are just now getting hit https://twitter.com/i/web/status/2019124935893950682 https://twitter.com/i/web/status/2019124935893950682" [X Link](https://x.com/GrowthThesis/status/2019124935893950682) 2026-02-04T19:04Z [----] followers, [---] engagements "WHY TF IS $NBIS DOWN DAMN NEAR 20% OFF THIS NEWS 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z" [X Link](https://x.com/GrowthThesis/status/2019530702510002309) 2026-02-05T21:56Z [----] followers, [----] engagements "@jCarterinvests @AkbarInvests We will see how it plays out I guess. Im not trying to time the markets. If a company that I think should be valued and $30 per share and it drops from $20 to $10 Deploying a little margin to bridge until summer doesnt worry me all that much" [X Link](https://x.com/GrowthThesis/status/2019587097347379637) 2026-02-06T01:41Z [----] followers, [--] engagements "@ElijahCablerF No $LMND ☹" [X Link](https://x.com/GrowthThesis/status/2020620527875100735) 2026-02-08T22:07Z [----] followers, [---] engagements "@mattscottcap Didnt know this about them. Claude is so good by far better than any other LLM Ive used. And Claude code is insane" [X Link](https://x.com/GrowthThesis/status/2020899990307311747) 2026-02-09T16:37Z [----] followers, [--] engagements "@trevhesinvests Super bullish. Cant think of another company or business model that can say the same" [X Link](https://x.com/GrowthThesis/status/2021241972166402367) 2026-02-10T15:16Z [----] followers, [--] engagements "Ive been hardened so much I cant even enjoy days like this anymore In all seriousness tho the last [--] weeks have taught me to be level headed Dont ride the highs too much And dont bog yourself down in the lows. Just a part of the game we play" [X Link](https://x.com/GrowthThesis/status/2019811182715244920) 2026-02-06T16:31Z [----] followers, [---] engagements "Around $15 per share $PGY now trades at [---] Forward P/E assuming $136m in Net Income And a [--] Forward P/E if they only meet the minimum guided $100m After a solid but not amazing quarter they are priced like their business is dying even tho they are [--]. Increasing partnerships at a fast rate [--]. Increasing Operating leverage [--]. Still growing top line 10-20% YoY Ignoring the short term noise I think $PGY is a great buy right now Pagaya is guiding 23-85% YoY GAAP net income growth in [----] We expect a GAAP net profitability minimum of over $100m in [----]. - Gal Krubliner $PGY CEO Pagaya is guiding" [X Link](https://x.com/GrowthThesis/status/2020890732329144805) 2026-02-09T16:01Z [----] followers, [----] engagements "There is a lot to like about $TEM Plan on making a short post of my research in the next few days Starting research on $TEM tonight Excited to learn more about this company💪 Starting research on $TEM tonight Excited to learn more about this company💪" [X Link](https://x.com/GrowthThesis/status/2020980731821031436) 2026-02-09T21:58Z [----] followers, [---] engagements "RT @GrowthThesis: Around $15 per share $PGY now trades at [---] Forward P/E assuming $136m in Net Income And a [--] Forward P/E if they only" [X Link](https://x.com/GrowthThesis/status/2020980953666158638) 2026-02-09T21:59Z [----] followers, [--] engagements "The best investments are those that are rapidly bettering fundamentals AND trade are stupid-cheap multiples for no apparent reason Aka growth at a reasonable price Not only do you get to capitalize on expanding EPS and FCF But also the likely multiple expansion with it $PGY Here's why I'm a buyer of $PGY after their Q4 [----] earnings call & a 20% sell-off - Trades at 0.8x sales - Annualized PE of [---] - Forward PE of [--] - Forward PEG of 0.3-0.6 - [--] consecutive quarters of GAAP Net Income Guided for 54% Net Income growth (mid-point) for FY 26'. Here's why I'm a buyer of $PGY after their Q4 2025" [X Link](https://x.com/GrowthThesis/status/2020985738612047993) 2026-02-09T22:18Z [----] followers, [---] engagements "$NBIS acquires agentic search company Tavily🙌 Were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong developer adoption. -Roman Chernin Great news🔥📈 Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents. Read the PR: https://t.co/ZMGy9XxQob Nebius has agreed to acquire" [X Link](https://x.com/GrowthThesis/status/2021235784939077664) 2026-02-10T14:52Z [----] followers, [---] engagements "Havent bought $LMND in awhile but these prices are too juicy🍋 Especially with earnings in one week" [X Link](https://x.com/GrowthThesis/status/2022027411341422984) 2026-02-12T19:17Z [----] followers, [----] engagements "Claude Code justifies it Anthropic just raised $30B at a $380B valuation. This makes a 5-year old AI company larger than ALL BUT [--] OTHER COMPANIES. Wild. https://t.co/8us2XBbESH Anthropic just raised $30B at a $380B valuation. This makes a 5-year old AI company larger than ALL BUT [--] OTHER COMPANIES. Wild. https://t.co/8us2XBbESH" [X Link](https://x.com/GrowthThesis/status/2022033932724920508) 2026-02-12T19:43Z [----] followers, [---] engagements "$FOUR Shift4 Payments Shift4 is down about 50% in the last year but their fundamentals only continue to improve📈 Consistently increasing revenue 30% YoY and management is guiding to keep that up for the next 3-5 years Gross margins have increased from 20% in [----] to 32% in TTM Has increased Operating Cash Flows from about $3000000 to $555000000 in [--] years While debt is still high Debt-Equity ratio has declined from [----] to [----] in the last [--] years and returning about 20% ROE each year on average as of late. The biggest reason for their selloff is primarily for [--] reasons: former CEO stepping" [X Link](https://x.com/GrowthThesis/status/2018499490760839590) 2026-02-03T01:39Z [----] followers, [----] engagements "Wow that is insane I havent read your thesis on this but do you think AI will replace the need for freelancers The last week or [--] Ive been spending all of my free time on Claude Code and its insane what it can do Obviously if their cash flows have been improving I guess it hasnt affected them in the past but what do you think about the future effects https://twitter.com/i/web/status/2022030299421716534 https://twitter.com/i/web/status/2022030299421716534" [X Link](https://x.com/GrowthThesis/status/2022030299421716534) 2026-02-12T19:29Z [----] followers, [--] engagements "If I only knew what was to come 2nd day in a row of getting railed while the market is up https://t.co/MFSoBpwtBG 2nd day in a row of getting railed while the market is up https://t.co/MFSoBpwtBG" [X Link](https://x.com/GrowthThesis/status/2019533629765087406) 2026-02-05T22:08Z [----] followers, [---] engagements "My gf just said Dont you think itd be a good idea not to put EVERYTHING you own into the stock market She thinks were poor now📉📉📉 I just hit her back with this" [X Link](https://x.com/GrowthThesis/status/2019543136469676224) 2026-02-05T22:46Z [----] followers, [---] engagements "Considering taking my entire next $DASH paycheck and putting it into $HIMS Anything under $20 is kind of crazy imo" [X Link](https://x.com/anyuser/status/2020667626947580186) 2026-02-09T01:14Z [----] followers, [----] engagements "RT @GrowthThesis: The beautiful thing about $PGY Pagayas business is that there is almost no downside for their partners This is why we" [X Link](https://x.com/GrowthThesis/status/2020981565241819602) 2026-02-09T22:02Z [----] followers, [--] engagements "@jakebrowatzke I agree. Im struggling to determine how I want to use my cash position because of it (1. Keep 15% cash for better buying opportunities [--]. Use it to double down on my [--] main holdings or [--]. Buy other attractive opportunities like $PGY $TEM $HNST $ROOT)" [X Link](https://x.com/GrowthThesis/status/2013716180830151125) 2026-01-20T20:52Z [----] followers, [----] engagements "Kind of miss stonks and Claude Code rn cant lie" [X Link](https://x.com/GrowthThesis/status/2022737436280074684) 2026-02-14T18:19Z [----] followers, [--] engagements "@Investor_Jelle @Leo_Traydes Lets hope" [X Link](https://x.com/GrowthThesis/status/2014462923968840002) 2026-01-22T22:19Z [---] followers, [--] engagements "$PGY recently came on my radar and added it as a 6% position this week📈 Here is why I believe it can 4x in [--] years: 👇 [--]. What Pagaya does: They are a fintech company that uses machine learning and data to help banks and lenders approve customers for loans Important distinction they are not a bank or lender. Think of them like FICO even tho they operate very differently. They identify borrowers creditworthiness beyond traditional criteria and connects loans to investors They primarily only evaluate subprime borrowers that would traditionally be denied because this is where the value is" [X Link](https://x.com/GrowthThesis/status/2014511793687953866) 2026-01-23T01:33Z [----] followers, [----] engagements "Based on my projections I think it is reasonable that $NBIS will do $7-8 billion is GAAP revenue in [----] Current P/S is [--] ish (43 when using end of [--] rev if they stay the same price after earnings) Since growth will still be huge but slowing I feel a [--] P/S would be reasonable That would return about 80% annually https://twitter.com/i/web/status/2014881612790694318 https://twitter.com/i/web/status/2014881612790694318" [X Link](https://x.com/GrowthThesis/status/2014881612790694318) 2026-01-24T02:03Z [----] followers, [----] engagements "@danielisdizzy No $ROOT anymore" [X Link](https://x.com/GrowthThesis/status/2014934241621246008) 2026-01-24T05:32Z [----] followers, [--] engagements "@wealthmatica $AMZN $AMD $LMND $NBIS $PATH $FOUR $PGY" [X Link](https://x.com/GrowthThesis/status/2015080558913884364) 2026-01-24T15:13Z [----] followers, [--] engagements "@BastianelliLore Mine would also be $LMND or $NBIS" [X Link](https://x.com/GrowthThesis/status/2015192372842574009) 2026-01-24T22:37Z [----] followers, [---] engagements "@JOptionEngineer @longriverCM @grok Yeah I messed around with the wheel strategy for a bit and actually made pretty good returns. But I decided to stick with my growth stocks until I have enough to make better money with options selling" [X Link](https://x.com/GrowthThesis/status/2015454793310097837) 2026-01-25T16:00Z [----] followers, [--] engagements "@THECOUNTOFMC_ A lot of growth eps and fcf/share are looking amazing is platform agnostic which their partners love (ie SoFi can keep SoFi user on their own app) and on top of all of that its disgustingly undervalued" [X Link](https://x.com/GrowthThesis/status/2015505871368040727) 2026-01-25T19:23Z [----] followers, [---] engagements "$NVDA announces $2B investment into $CRWV Exciting news for the entire sector $NBIS $IREN $CIFR" [X Link](https://x.com/GrowthThesis/status/2015801836767470073) 2026-01-26T14:59Z [----] followers, [---] engagements "@TheFinPitch I dont think so" [X Link](https://x.com/GrowthThesis/status/2015820103510905072) 2026-01-26T16:12Z [----] followers, [---] engagements "@TradeSignalHQ $HOOD Maybe youre right Ive been waiting for a pullback and it just keeps running. Only 3% of my portfolio but Id like to up that a lot" [X Link](https://x.com/GrowthThesis/status/1953827125837865310) 2025-08-08T14:34Z [----] followers, [--] engagements "@jakebrowatzke No buys in $HNST 😢 just kidding lol your valuation just got me very excited about it. Planning on starting a position soon" [X Link](https://x.com/GrowthThesis/status/1985762458750107986) 2025-11-04T17:33Z [----] followers, [----] engagements "One of the hardest decisions in investing is trimming/selling companies as the valuation looks less attractive And new opportunities look more attractive As $LMND continues to run it has less upside $PGY looks very attractive to add to the port and $FOUR $PATH keep looking better and better https://twitter.com/i/web/status/2013007714306138609 https://twitter.com/i/web/status/2013007714306138609" [X Link](https://x.com/GrowthThesis/status/2013007714306138609) 2026-01-18T21:56Z [----] followers, [---] engagements "@AuditTheHerd Was thinking the same thing. Really wanting to add but Im sitting at 15% cash and dont really want to go below that" [X Link](https://x.com/GrowthThesis/status/2013664600047173877) 2026-01-20T17:27Z [----] followers, [---] engagements "Thats the main reason I havent pulled the trigger yet bc I remember reading some of your stuff a few months back about credit. But basically banks and creditors use $PGY as a third party to qualify or disqualify people for loans. They only do low-to-bad credit score applicants. They use machine learning to accept or deny applicants. They are super selective tho because they turn away 99% of potential business and only accept about 1% of applicants" [X Link](https://x.com/GrowthThesis/status/2013671872936976759) 2026-01-20T17:56Z [----] followers, [---] engagements "YTD performance so far: $SPY $VOO is flat YTD $QQQ is down -.77% YTD📉 Im up almost 7% YTD🟢📈 Pretty happy with how my names have held up on red days And on green days they are beating the market This is why I love the combination of value investing and growth investing $LMND $NBIS $PATH $FOUR $PGY $AMZN $AMD https://twitter.com/i/web/status/2014107217121960410 https://twitter.com/i/web/status/2014107217121960410" [X Link](https://x.com/GrowthThesis/status/2014107217121960410) 2026-01-21T22:45Z [----] followers, [---] engagements "Idk much about $DUOL at all but they seem to be a great company in my initial research But I just cant imagine a large part of the world ever using it People are too lazy to do something productive on their free time I believe this is the main bear case for $DUOL compared to $META for example in terms of active users Just my initial thoughts as Im starting to look into them $DUOL is actually a good stock I've done enough due diligence to finally post about @duolingo. Investors are going to make a LOT of money owning this one from here. I finally understand @alc2022's entire life 😂 $DUOL is" [X Link](https://x.com/GrowthThesis/status/2014134428621209839) 2026-01-22T00:34Z [----] followers, [---] engagements "Im now up 100% from my average cost on $LMND 🥳 And its just getting started" [X Link](https://x.com/GrowthThesis/status/2014343599685837049) 2026-01-22T14:25Z [----] followers, [---] engagements "@JM_Investment0 I have been considering them for a trade just based on value. But as far as the better business I think $LMND runs away with it" [X Link](https://x.com/GrowthThesis/status/2014404303159754967) 2026-01-22T18:26Z [----] followers, [---] engagements "@jakebrowatzke I believe that is a good move to own all within the margin of error. That is a good way to look at it We always appreciate your transparency Jake I am looking forward to some $DUOL content because Im somewhat surprised to see that one so high" [X Link](https://x.com/GrowthThesis/status/2014497577698263490) 2026-01-23T00:37Z [----] followers, [---] engagements "@AkbarInvests I agree $FOUR as well" [X Link](https://x.com/GrowthThesis/status/2015455069442015273) 2026-01-25T16:01Z [----] followers, [---] engagements "My goal every year is to outperform the S&P by 2x I was able to accomplish 3x last year Hopefully that will continue this year My port: +9.42% YTD🟢 S&P 500: +0.55% YTD🟢" [X Link](https://x.com/GrowthThesis/status/2015489168839934367) 2026-01-25T18:17Z [----] followers, [----] engagements "I am almost halfway to [---] verified followers to get monetized If you want to help out I follow back😉" [X Link](https://x.com/GrowthThesis/status/2015524660969177091) 2026-01-25T20:38Z [----] followers, 19.3K engagements "@TradingDeskTy Lets gooo Been loving $PGY as I dive in to their numbers" [X Link](https://x.com/GrowthThesis/status/2016152936506667352) 2026-01-27T14:14Z [----] followers, [---] engagements "@JOptionEngineer Yeah its rough. Still up almost 6% YTD but man this week and end of last week has been rough" [X Link](https://x.com/GrowthThesis/status/2016180210962665551) 2026-01-27T16:03Z [----] followers, [--] engagements "If youre bearish on AI or think its another dot com bubble Idk what to tell you" [X Link](https://x.com/GrowthThesis/status/2016572377325240734) 2026-01-28T18:01Z [----] followers, [--] engagements "@Kalshi I hold $ETH because of tokenization and stablecoins" [X Link](https://x.com/GrowthThesis/status/2016572826141020271) 2026-01-28T18:03Z [----] followers, [--] engagements "@nathanielsford Thats tough. With that much debt Id stay in consulting for a bit longer or a career path with with more pay than 61k Side note howd you get into this career path It sounds very cool" [X Link](https://x.com/GrowthThesis/status/2016573478510682374) 2026-01-28T18:05Z [----] followers, [--] engagements "I heard a really interesting perspective earlier on current market conditions If it werent for all of the bearish macro events going on (trade wars Minnesota on fire Iran and one million other things) wed probably be 10% higher The bearish macro events are a blessing as we go into the greatest time of productivity and innovation is our lives Im long $LMND $NBIS $PATH $COHR $PGY https://twitter.com/i/web/status/2016576170737754499 https://twitter.com/i/web/status/2016576170737754499" [X Link](https://x.com/GrowthThesis/status/2016576170737754499) 2026-01-28T18:16Z [----] followers, [--] engagements "@AlexCanInvest Can you pay for the house in cash" [X Link](https://x.com/GrowthThesis/status/2016580993587826855) 2026-01-28T18:35Z [----] followers, [--] engagements "HUUUUGE day for big tech $MSFT $META $TESLA all report after hours today How we feeling everybody Personally I need earnings season to save my port" [X Link](https://x.com/GrowthThesis/status/2016582365263622144) 2026-01-28T18:41Z [----] followers, [---] engagements "@DudeWhoInvests Robinhood. Good UI" [X Link](https://x.com/GrowthThesis/status/2016582731497623782) 2026-01-28T18:42Z [----] followers, [--] engagements "@stockboildown Shoot bro and only [--] Youre killing it🙌 mostly from capital gains or work" [X Link](https://x.com/GrowthThesis/status/2016586320165126643) 2026-01-28T18:56Z [----] followers, [--] engagements "@AlexCanInvest Then Id buy it cash and avoid the 4% mortgage rate" [X Link](https://x.com/GrowthThesis/status/2016606455315808726) 2026-01-28T20:17Z [----] followers, [--] engagements "$META raising CapEx guidance to $115b-$135b over exp. $110b Very bullish for $NBIS investors🔥📈" [X Link](https://x.com/GrowthThesis/status/2016642133566935512) 2026-01-28T22:38Z [----] followers, [---] engagements "@briancwalton78 Ryan Day has not lost a game like Iowa or USC other than [----] Michigan And thats a little different because its Michigan. Why does Ryan Day ever lose games like that Floor is 9-3" [X Link](https://x.com/GrowthThesis/status/2016678464578081136) 2026-01-29T01:03Z [----] followers, [---] engagements "@DJaramill0010 Yeah macro has me a little concerned for such a consumer driven company" [X Link](https://x.com/GrowthThesis/status/2016724412502872495) 2026-01-29T04:05Z [----] followers, [--] engagements "Did I miss something" [X Link](https://x.com/GrowthThesis/status/2016900688689975764) 2026-01-29T15:46Z [----] followers, [---] engagements "Port has been in consolidation for [--] months now $SPY $VOO $QQQ more less the same over the last [--] months When do we finally break this" [X Link](https://x.com/GrowthThesis/status/2016904631943876771) 2026-01-29T16:01Z [----] followers, [---] engagements "@longriverCM Well its not looking good so far" [X Link](https://x.com/GrowthThesis/status/2016904959464525998) 2026-01-29T16:03Z [----] followers, [--] engagements "@Investinc_Intel Pretty solid quarter" [X Link](https://x.com/GrowthThesis/status/2017241701816152397) 2026-01-30T14:21Z [----] followers, [--] engagements "@Leo_Traydes $HOOD doesnt allow the uninvested cash to collect interest or be put in a money market in Roth IRA for some reason. So in doing so on $HOOD its like sitting in a checking account" [X Link](https://x.com/GrowthThesis/status/2003610275409498271) 2025-12-23T23:34Z [----] followers, [----] engagements "📉 What am I missing with $CAVA 👇 I havent had it before but I hear the craze about it But they are trading at: - [--] trailing P/E - [--] EV/LTE (enterprise value to look-through earnings) This assumes a 15% mature net margin And they are only expected to grow about 17% CAGR over the next few years $CAVA bulls what am I missing here Is 17% revenue CAGR or the assumption of 15% mature net margins inaccurate https://twitter.com/i/web/status/2013292808803889410 https://twitter.com/i/web/status/2013292808803889410" [X Link](https://x.com/GrowthThesis/status/2013292808803889410) 2026-01-19T16:49Z [----] followers, [----] engagements "Bullish $FOUR Iykyk BREAKING: SpaceX is set to hire Bank of America Goldman Sachs JPMorgan and Morgan Stanley to lead its IPO in [----] per FT. The IPO is expected to be valued as much as $1.5 trillion making it the largest IPO in history. https://t.co/nOsPpo9GC5 BREAKING: SpaceX is set to hire Bank of America Goldman Sachs JPMorgan and Morgan Stanley to lead its IPO in [----] per FT. The IPO is expected to be valued as much as $1.5 trillion making it the largest IPO in history. https://t.co/nOsPpo9GC5" [X Link](https://x.com/GrowthThesis/status/2014380241930928148) 2026-01-22T16:50Z [----] followers, [---] engagements "@TheeTeddyTed Love to see $LMND and $FOUR as your holdings" [X Link](https://x.com/GrowthThesis/status/2014560603734524155) 2026-01-23T04:47Z [----] followers, [---] engagements "My 3-year price targets for my holdings: $NBIS: $450 $LMND: $300 $FOUR: $275 $PATH: $80 $PGY: $75 $AMZN: $500 $AMD: $600" [X Link](https://x.com/GrowthThesis/status/2015308037704290532) 2026-01-25T06:17Z [----] followers, [----] engagements "I will likely be using this dip to buy more $PGY $FOUR $NBIS" [X Link](https://x.com/GrowthThesis/status/2015626008200876279) 2026-01-26T03:21Z [----] followers, [----] engagements "Part of the reason I own $LMND is because it became apparent that insurance is changing and Lemonade is the most innovative and adaptive insurer on the market (especially compared to legacy) Whether it is FSD robotics that need insured or whatever else comes in the AI wave $LMND will always be one of the first to jump on it and capitalize ** Im aware other insurers have the ability to connect to Tesla and FSD cars still impressive what LMND is doing ** Lemonade has officially launched its Tesla FSD 50% rate cut package in Arizona. You pay a low fixed parking price then pay only for miles" [X Link](https://x.com/GrowthThesis/status/2016266994807668993) 2026-01-27T21:48Z [----] followers, [----] engagements "@CarioCapital Yet $FOUR only goes down😔" [X Link](https://x.com/GrowthThesis/status/2016574343049072908) 2026-01-28T18:09Z [----] followers, [---] engagements "If Mag7 wasnt seeing returns on their CapEx in the wave of AI I dont think theyd be contributing to dump billions of dollars into it Long $NBIS $COHR $META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS $META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS" [X Link](https://x.com/GrowthThesis/status/2016627781086445994) 2026-01-28T21:41Z [----] followers, [---] engagements "I am currently in my last semester of college graduating with a finance degree I work about [--] hours per week right now But I want to do a series where I DoorDash and deposit all of it into $HOOD in a separate account I think itll be cool to see down the road how much an extra $28.57 ($200/w) I would make all of my holds and the account balance public since my other account balances arent public Would any of you like to see this https://twitter.com/i/web/status/2016944376535273884 https://twitter.com/i/web/status/2016944376535273884" [X Link](https://x.com/GrowthThesis/status/2016944376535273884) 2026-01-29T18:39Z [----] followers, [---] engagements "@KobeissiLetter Such an overreaction to Fed Chair appointment. Did people forget we are in the biggest technological revolution in our lifetime And you're bearish because of a Fed chair" [X Link](https://x.com/GrowthThesis/status/2018209609924960459) 2026-02-02T06:27Z [----] followers, [----] engagements "@LuciferM73865 Idk about $120 but I love the optimism" [X Link](https://x.com/GrowthThesis/status/2018508179060166707) 2026-02-03T02:13Z [----] followers, [---] engagements "@RyDawg42 @Leo_Traydes I think Q1 [----] was only like 4% revenue growth or something. But theyll beat it most likely" [X Link](https://x.com/GrowthThesis/status/2019123250136334825) 2026-02-04T18:57Z [----] followers, [--] engagements "@mattscottcap Damn this might push me to actually do my due diligence for the company" [X Link](https://x.com/GrowthThesis/status/2019127645821452707) 2026-02-04T19:15Z [----] followers, [--] engagements "Not trying to get rich quick. I simply think that these prices will be better than in [--] months when I have cash flow again Use a tiny bit of margin now. Fund the account in the summer. If we are higher in May then we are now it wouldve been a smart decision. If were lower it wasnt smart but its not like Im going to get margin called and if I do we wouldve tanked another 50% And for your claim that nothing has really happened yet just because the indexes arent down a lot doesnt mean anything for this High beta and risk on assets have been absolutely decimated. If mag7 starts to fall too the" [X Link](https://x.com/GrowthThesis/status/2019582787796537540) 2026-02-06T01:23Z [----] followers, [--] engagements "Im starting to see $PATH more and more on my timeline. Could it be the next retail darling" [X Link](https://x.com/GrowthThesis/status/1982825527955394744) 2025-10-27T15:03Z [----] followers, [---] engagements "@JM_Investment0 We have a lot of the same $FOUR $PATH $PGY and little bit of $ZETA in Roth IRA" [X Link](https://x.com/GrowthThesis/status/2018767876081979607) 2026-02-03T19:25Z [----] followers, [---] engagements "🍋 Pt [--] Homeowner filing storm damage claim with $LMND. I am a roofing contractor that came across a homeowner with their insurance. Very impressed with their custom service. I was worried to see how the entire process would differ from traditional insurers but it was a much better experience. - Homeowner filed the claim easily and in a couple minutes from his app. No hoops to jump through like other insurers - A representative (maybe AI🤔) sent him a very detailed email of what the process would look like from there. This was done the next business day. - Sent an in person third-party" [X Link](https://x.com/anyuser/status/1956431784058450024) 2025-08-15T19:04Z [----] followers, [----] engagements "RT @babyfolio: And market is still bearish on AI 🤣🤣🤣🤣 I'm telling you the alpha is here follow the money ( $NBIS $IREN etc.)" [X Link](https://x.com/GrowthThesis/status/2019818495069016299) 2026-02-06T17:00Z [----] followers, [--] engagements "@Ashton_1nvests Ive been back and forth about a position in $HNST" [X Link](https://x.com/GrowthThesis/status/2011558265134727595) 2026-01-14T21:57Z [----] followers, [---] engagements "@CGInvesting10 Plenty of time youll be back up. You still have $HNST I think thatll do really well this year" [X Link](https://x.com/GrowthThesis/status/2014147374038339813) 2026-01-22T01:25Z [----] followers, [---] engagements "2nd day in a row of getting railed while the market is up" [X Link](https://x.com/anyuser/status/2016178419336433880) 2026-01-27T15:56Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@GrowthThesis KJ’s Growth Thesis
KJ’s Growth Thesis posts on X about $pgy, $four, $nbis, $lmnd the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -76%
- [--] Month [-------] +117%
- [--] Months [-------] +615%
- [--] Year [-------] +340,957%
Mentions: [--] #
- [--] Week [--] -38%
- [--] Month [---] +77%
- [--] Months [---] +240%
- [--] Year [---] +25,350%
Followers: [-----] #
- [--] Week [-----] -2%
- [--] Month [-----] +113%
- [--] Months [-----] +314%
- [--] Year [-----] +9,264%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 54% finance 34% cryptocurrencies 25% technology brands 13% countries 2% automotive brands 2% ncaa football 1% financial services 1% fashion brands 1%
Social topic influence $pgy #15, $four #36, $nbis 14%, $lmnd 14%, $path 10%, ai 7%, $root 6%, $hnst #114, business 6%, $hood 5%
Top accounts mentioned or mentioned by @trevhesinvests @mattscottcap @jakebrowatzke @leotraydes @akbarinvests @elijahcablerf @joptionengineer @longrivercm @jminvestment0 @alexcaninvest @willbiddy @jcarterinvests @tavilyai @investorjelle @danielisdizzy @wealthmatica @bastianellilore @grok @thecountofmc @thefinpitch
Top assets mentioned Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) 4 (FOUR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Lemonade, Inc. (LMND) UiPath, Inc. (PATH) The Root Network (ROOT) The Honest Company, Inc. (HNST) Robinhood Markets, Inc. (HOOD) Tempus AI, Inc. (TEM) Amazon.com, Inc. (AMZN) Metadium (META) Dash (DASH) Shift4 Payments, Inc. (FOUR) Coherent Inc (COHR) Advanced Micro Devices (AMD) DoorDash Inc. (DASH) Iris Energy Limited (IREN) SPDR S&P [---] ETF Trust (SPY) Duolingo, Inc. (DUOL) Tesla, Inc. (TSLA) Micron Technology, Inc. (MU) Fair Isaac, Corp. (FICO) Toast, Inc. (TOST)
Top Social Posts
Top posts by engagements in the last [--] hours
"At this point Im just mesmerized 50% gain down to 12% -20% YTD Have slowly started using margin. Lmk if Im cooked"
X Link 2026-02-05T22:21Z [----] followers, [---] engagements
"Starting research on $TEM tonight Excited to learn more about this company💪"
X Link 2026-02-06T00:29Z [----] followers, [----] engagements
"Update on the $DASH DoorDash Account Now have made $245 in exactly one week. And $17 per hour which is what I make at my other job I want to prioritize some other other names that I like that arent in my main portfolio Like $ROOT $HOOD $HNST and some others Cant wait to see this account hit $1000 then $5000 and more just from DoorDashing a few extra hours per week and investing 100% of it https://twitter.com/i/web/status/2019795666541891864 https://twitter.com/i/web/status/2019795666541891864"
X Link 2026-02-06T15:29Z [----] followers, [---] engagements
"Little over one week in for my $DASH account $185 direct deposit will hit tonight Plan on buying $TEM $PGY and $HNST Even though I already hold $TEM and $PGY in my main account Im still trying to build my $TEM position and $PGY is a screaming by right now The strategy for this account is to buy all stocks that I think are buys Rather than only concentrating on a few https://twitter.com/i/web/status/2020904901707202663 https://twitter.com/i/web/status/2020904901707202663"
X Link 2026-02-09T16:57Z [----] followers, [---] engagements
"The beautiful thing about $PGY Pagayas business is that there is almost no downside for their partners This is why we are seeing $PGY bring on more and more partners and retaining them all Name another business model that you can sustain 0% churn Around $15 per share $PGY now trades at [---] Forward P/E assuming $136m in Net Income And a [--] Forward P/E if they only meet the minimum guided $100m After a solid but not amazing quarter they are priced like their business is dying even tho they are [--]. Increasing Around $15 per share $PGY now trades at [---] Forward P/E assuming $136m in Net Income And"
X Link 2026-02-09T20:15Z [----] followers, [----] engagements
"$FOUR Shift4 Payments hasnt traded in the $50s in almost [--] years Yet the fundamentals have continuously gotten better Yes their debt is high But theyve achieved a 19% ROIC since [----] The market is wrong about this one"
X Link 2026-01-28T21:28Z [----] followers, [----] engagements
"$FOUR is down 7% today📉 Management has guided to reach $1B in FCF run rate by [----] Including the $1B stock buyback that they initiated This isnt baseless claims either as talked about below. Operating Cash Flows is exploding And they are now trading UNDER $5B mc This is INSANE mis-pricing by the market I will either be right or die on this hill. Considering a full port on Shift4 $FOUR Shift4 Payments Shift4 is down about 50% in the last year but their fundamentals only continue to improve📈 Consistently increasing revenue 30% YoY and management is guiding to keep that up for the next 3-5"
X Link 2026-02-03T17:07Z [----] followers, [----] engagements
"Why is $ROOT down 40%+ in the last [--] months Stock cant catch a break recently Still considering getting in for a trade"
X Link 2026-01-22T03:30Z [----] followers, 23.2K engagements
"Genuinely shocked at how undervalued $ROOT seems Just some quick numbers that I ran: - EV/LTE of [----] - Forward P/E of [----] (industry average of 14) - EPS growth of 83% - P/S of [----] (industry average of 1.5) - EV/FCF of 3.23🤯 (industry average of 10) This company is priced like theyre dying yet they are growing at a reasonable rate and EPS and FCF look amazing $ROOT bulls anything I should know about them Why is $ROOT down 40%+ in the last [--] months Stock cant catch a break recently Still considering getting in for a trade https://t.co/U57B19qDVx Why is $ROOT down 40%+ in the last [--] months"
X Link 2026-01-24T05:20Z [----] followers, [----] engagements
"Hey $ROOT bulls. I wanted to join to see if you have any good resources to research ROOT further and do some qualitative work I have followed them for a little bit now since Im a LMND guy but havent ever paid too much attention. Would love to learn some more about root and how they differ from LMND Genuinely shocked at how undervalued $ROOT seems Just some quick numbers that I ran: - EV/LTE of [----] - Forward P/E of [----] (industry average of 14) - EPS growth of 83% - P/S of [----] (industry average of 1.5) - EV/FCF of 3.23🤯 (industry average of 10) This company is Genuinely shocked at how"
X Link 2026-01-24T15:42Z [----] followers, [---] engagements
"$FOUR is by far one of the most misunderstood stocks on the market A rerate is inevitable"
X Link 2026-01-26T14:52Z [----] followers, [----] engagements
"Some not-so-bold predictions imo: $NBIS will be a $100b company before [----] $COHR will have its $MU moment $PGY will be in more demand from banks and creditors than $FICO in the next decade $LMND will be a $1T company in my lifetime with the lowest premiums $PATH s orchestration layer will be used by hundreds of thousands of companies https://twitter.com/i/web/status/2016626750814408706 https://twitter.com/i/web/status/2016626750814408706"
X Link 2026-01-28T21:37Z [----] followers, [---] engagements
"@WillBiddy_ If you think $TOST is a steel look into $FOUR"
X Link 2026-01-30T14:19Z [----] followers, [---] engagements
"📉🚨 $PATH is a dying company Is some of the most inbred stuff Ive ever heard Their financials do not look like a dying company to me GROSS MARGINS: 80-85%✅ EOY2024 ➡ TTM: Operating margin: -12.6% ➡ 0.7%🟢 EPS: [-----] ➡ 0.42🟢 ROE: -4.5% ➡ 11.9%🟢 No debt🟢 Steadily growing RPA business🟢 Their financials are green flags across the board even their DECREASING liquidity ratios which suggest they are being more aggressive with cash And keep in mind NONE OF THIS HAS MAESTRO BAKED IN Meanwhile they are trading at a VERY conservative [--] EV/LTE FINANCIALS & VALUATION: ✅ I view this as you are"
X Link 2026-02-02T05:37Z [----] followers, [----] engagements
"You may have heard a lot about $PGY recently on FinX but what do they do👇💲 Pagaya is a fintech platform that uses data and machine learning to connect institutional capital with consumer and small-business lenders. Instead of being a traditional balance-sheet lender Pagayas core value is its AI-driven underwriting and credit decisioning network. I know an AI-driven underwriting and credit decisioning network sounds pretty scary especially when typically working with subprime credit borrowers. But their financials show that not only are they growing posting 20s-30% YoY growth but they are"
X Link 2026-02-02T14:00Z [----] followers, [----] engagements
"Im getting smoked yet again but there is something to this $PATH and $FOUR have already been hammered BEFORE this major pullback $PATH is -0.5% $FOUR is +5.0% In a broader market pullback it is hard to imagine these falling another 30+%. Anything can happen but I do think the floor is much higher from here than stocks that are just now getting hit https://twitter.com/i/web/status/2019124935893950682 https://twitter.com/i/web/status/2019124935893950682"
X Link 2026-02-04T19:04Z [----] followers, [---] engagements
"WHY TF IS $NBIS DOWN DAMN NEAR 20% OFF THIS NEWS 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z"
X Link 2026-02-05T21:56Z [----] followers, [----] engagements
"@jCarterinvests @AkbarInvests We will see how it plays out I guess. Im not trying to time the markets. If a company that I think should be valued and $30 per share and it drops from $20 to $10 Deploying a little margin to bridge until summer doesnt worry me all that much"
X Link 2026-02-06T01:41Z [----] followers, [--] engagements
"@ElijahCablerF No $LMND ☹"
X Link 2026-02-08T22:07Z [----] followers, [---] engagements
"@mattscottcap Didnt know this about them. Claude is so good by far better than any other LLM Ive used. And Claude code is insane"
X Link 2026-02-09T16:37Z [----] followers, [--] engagements
"@trevhesinvests Super bullish. Cant think of another company or business model that can say the same"
X Link 2026-02-10T15:16Z [----] followers, [--] engagements
"Ive been hardened so much I cant even enjoy days like this anymore In all seriousness tho the last [--] weeks have taught me to be level headed Dont ride the highs too much And dont bog yourself down in the lows. Just a part of the game we play"
X Link 2026-02-06T16:31Z [----] followers, [---] engagements
"Around $15 per share $PGY now trades at [---] Forward P/E assuming $136m in Net Income And a [--] Forward P/E if they only meet the minimum guided $100m After a solid but not amazing quarter they are priced like their business is dying even tho they are [--]. Increasing partnerships at a fast rate [--]. Increasing Operating leverage [--]. Still growing top line 10-20% YoY Ignoring the short term noise I think $PGY is a great buy right now Pagaya is guiding 23-85% YoY GAAP net income growth in [----] We expect a GAAP net profitability minimum of over $100m in [----]. - Gal Krubliner $PGY CEO Pagaya is guiding"
X Link 2026-02-09T16:01Z [----] followers, [----] engagements
"There is a lot to like about $TEM Plan on making a short post of my research in the next few days Starting research on $TEM tonight Excited to learn more about this company💪 Starting research on $TEM tonight Excited to learn more about this company💪"
X Link 2026-02-09T21:58Z [----] followers, [---] engagements
"RT @GrowthThesis: Around $15 per share $PGY now trades at [---] Forward P/E assuming $136m in Net Income And a [--] Forward P/E if they only"
X Link 2026-02-09T21:59Z [----] followers, [--] engagements
"The best investments are those that are rapidly bettering fundamentals AND trade are stupid-cheap multiples for no apparent reason Aka growth at a reasonable price Not only do you get to capitalize on expanding EPS and FCF But also the likely multiple expansion with it $PGY Here's why I'm a buyer of $PGY after their Q4 [----] earnings call & a 20% sell-off - Trades at 0.8x sales - Annualized PE of [---] - Forward PE of [--] - Forward PEG of 0.3-0.6 - [--] consecutive quarters of GAAP Net Income Guided for 54% Net Income growth (mid-point) for FY 26'. Here's why I'm a buyer of $PGY after their Q4 2025"
X Link 2026-02-09T22:18Z [----] followers, [---] engagements
"$NBIS acquires agentic search company Tavily🙌 Were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong developer adoption. -Roman Chernin Great news🔥📈 Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents. Read the PR: https://t.co/ZMGy9XxQob Nebius has agreed to acquire"
X Link 2026-02-10T14:52Z [----] followers, [---] engagements
"Havent bought $LMND in awhile but these prices are too juicy🍋 Especially with earnings in one week"
X Link 2026-02-12T19:17Z [----] followers, [----] engagements
"Claude Code justifies it Anthropic just raised $30B at a $380B valuation. This makes a 5-year old AI company larger than ALL BUT [--] OTHER COMPANIES. Wild. https://t.co/8us2XBbESH Anthropic just raised $30B at a $380B valuation. This makes a 5-year old AI company larger than ALL BUT [--] OTHER COMPANIES. Wild. https://t.co/8us2XBbESH"
X Link 2026-02-12T19:43Z [----] followers, [---] engagements
"$FOUR Shift4 Payments Shift4 is down about 50% in the last year but their fundamentals only continue to improve📈 Consistently increasing revenue 30% YoY and management is guiding to keep that up for the next 3-5 years Gross margins have increased from 20% in [----] to 32% in TTM Has increased Operating Cash Flows from about $3000000 to $555000000 in [--] years While debt is still high Debt-Equity ratio has declined from [----] to [----] in the last [--] years and returning about 20% ROE each year on average as of late. The biggest reason for their selloff is primarily for [--] reasons: former CEO stepping"
X Link 2026-02-03T01:39Z [----] followers, [----] engagements
"Wow that is insane I havent read your thesis on this but do you think AI will replace the need for freelancers The last week or [--] Ive been spending all of my free time on Claude Code and its insane what it can do Obviously if their cash flows have been improving I guess it hasnt affected them in the past but what do you think about the future effects https://twitter.com/i/web/status/2022030299421716534 https://twitter.com/i/web/status/2022030299421716534"
X Link 2026-02-12T19:29Z [----] followers, [--] engagements
"If I only knew what was to come 2nd day in a row of getting railed while the market is up https://t.co/MFSoBpwtBG 2nd day in a row of getting railed while the market is up https://t.co/MFSoBpwtBG"
X Link 2026-02-05T22:08Z [----] followers, [---] engagements
"My gf just said Dont you think itd be a good idea not to put EVERYTHING you own into the stock market She thinks were poor now📉📉📉 I just hit her back with this"
X Link 2026-02-05T22:46Z [----] followers, [---] engagements
"Considering taking my entire next $DASH paycheck and putting it into $HIMS Anything under $20 is kind of crazy imo"
X Link 2026-02-09T01:14Z [----] followers, [----] engagements
"RT @GrowthThesis: The beautiful thing about $PGY Pagayas business is that there is almost no downside for their partners This is why we"
X Link 2026-02-09T22:02Z [----] followers, [--] engagements
"@jakebrowatzke I agree. Im struggling to determine how I want to use my cash position because of it (1. Keep 15% cash for better buying opportunities [--]. Use it to double down on my [--] main holdings or [--]. Buy other attractive opportunities like $PGY $TEM $HNST $ROOT)"
X Link 2026-01-20T20:52Z [----] followers, [----] engagements
"Kind of miss stonks and Claude Code rn cant lie"
X Link 2026-02-14T18:19Z [----] followers, [--] engagements
"@Investor_Jelle @Leo_Traydes Lets hope"
X Link 2026-01-22T22:19Z [---] followers, [--] engagements
"$PGY recently came on my radar and added it as a 6% position this week📈 Here is why I believe it can 4x in [--] years: 👇 [--]. What Pagaya does: They are a fintech company that uses machine learning and data to help banks and lenders approve customers for loans Important distinction they are not a bank or lender. Think of them like FICO even tho they operate very differently. They identify borrowers creditworthiness beyond traditional criteria and connects loans to investors They primarily only evaluate subprime borrowers that would traditionally be denied because this is where the value is"
X Link 2026-01-23T01:33Z [----] followers, [----] engagements
"Based on my projections I think it is reasonable that $NBIS will do $7-8 billion is GAAP revenue in [----] Current P/S is [--] ish (43 when using end of [--] rev if they stay the same price after earnings) Since growth will still be huge but slowing I feel a [--] P/S would be reasonable That would return about 80% annually https://twitter.com/i/web/status/2014881612790694318 https://twitter.com/i/web/status/2014881612790694318"
X Link 2026-01-24T02:03Z [----] followers, [----] engagements
"@danielisdizzy No $ROOT anymore"
X Link 2026-01-24T05:32Z [----] followers, [--] engagements
"@wealthmatica $AMZN $AMD $LMND $NBIS $PATH $FOUR $PGY"
X Link 2026-01-24T15:13Z [----] followers, [--] engagements
"@BastianelliLore Mine would also be $LMND or $NBIS"
X Link 2026-01-24T22:37Z [----] followers, [---] engagements
"@JOptionEngineer @longriverCM @grok Yeah I messed around with the wheel strategy for a bit and actually made pretty good returns. But I decided to stick with my growth stocks until I have enough to make better money with options selling"
X Link 2026-01-25T16:00Z [----] followers, [--] engagements
"@THECOUNTOFMC_ A lot of growth eps and fcf/share are looking amazing is platform agnostic which their partners love (ie SoFi can keep SoFi user on their own app) and on top of all of that its disgustingly undervalued"
X Link 2026-01-25T19:23Z [----] followers, [---] engagements
"$NVDA announces $2B investment into $CRWV Exciting news for the entire sector $NBIS $IREN $CIFR"
X Link 2026-01-26T14:59Z [----] followers, [---] engagements
"@TheFinPitch I dont think so"
X Link 2026-01-26T16:12Z [----] followers, [---] engagements
"@TradeSignalHQ $HOOD Maybe youre right Ive been waiting for a pullback and it just keeps running. Only 3% of my portfolio but Id like to up that a lot"
X Link 2025-08-08T14:34Z [----] followers, [--] engagements
"@jakebrowatzke No buys in $HNST 😢 just kidding lol your valuation just got me very excited about it. Planning on starting a position soon"
X Link 2025-11-04T17:33Z [----] followers, [----] engagements
"One of the hardest decisions in investing is trimming/selling companies as the valuation looks less attractive And new opportunities look more attractive As $LMND continues to run it has less upside $PGY looks very attractive to add to the port and $FOUR $PATH keep looking better and better https://twitter.com/i/web/status/2013007714306138609 https://twitter.com/i/web/status/2013007714306138609"
X Link 2026-01-18T21:56Z [----] followers, [---] engagements
"@AuditTheHerd Was thinking the same thing. Really wanting to add but Im sitting at 15% cash and dont really want to go below that"
X Link 2026-01-20T17:27Z [----] followers, [---] engagements
"Thats the main reason I havent pulled the trigger yet bc I remember reading some of your stuff a few months back about credit. But basically banks and creditors use $PGY as a third party to qualify or disqualify people for loans. They only do low-to-bad credit score applicants. They use machine learning to accept or deny applicants. They are super selective tho because they turn away 99% of potential business and only accept about 1% of applicants"
X Link 2026-01-20T17:56Z [----] followers, [---] engagements
"YTD performance so far: $SPY $VOO is flat YTD $QQQ is down -.77% YTD📉 Im up almost 7% YTD🟢📈 Pretty happy with how my names have held up on red days And on green days they are beating the market This is why I love the combination of value investing and growth investing $LMND $NBIS $PATH $FOUR $PGY $AMZN $AMD https://twitter.com/i/web/status/2014107217121960410 https://twitter.com/i/web/status/2014107217121960410"
X Link 2026-01-21T22:45Z [----] followers, [---] engagements
"Idk much about $DUOL at all but they seem to be a great company in my initial research But I just cant imagine a large part of the world ever using it People are too lazy to do something productive on their free time I believe this is the main bear case for $DUOL compared to $META for example in terms of active users Just my initial thoughts as Im starting to look into them $DUOL is actually a good stock I've done enough due diligence to finally post about @duolingo. Investors are going to make a LOT of money owning this one from here. I finally understand @alc2022's entire life 😂 $DUOL is"
X Link 2026-01-22T00:34Z [----] followers, [---] engagements
"Im now up 100% from my average cost on $LMND 🥳 And its just getting started"
X Link 2026-01-22T14:25Z [----] followers, [---] engagements
"@JM_Investment0 I have been considering them for a trade just based on value. But as far as the better business I think $LMND runs away with it"
X Link 2026-01-22T18:26Z [----] followers, [---] engagements
"@jakebrowatzke I believe that is a good move to own all within the margin of error. That is a good way to look at it We always appreciate your transparency Jake I am looking forward to some $DUOL content because Im somewhat surprised to see that one so high"
X Link 2026-01-23T00:37Z [----] followers, [---] engagements
"@AkbarInvests I agree $FOUR as well"
X Link 2026-01-25T16:01Z [----] followers, [---] engagements
"My goal every year is to outperform the S&P by 2x I was able to accomplish 3x last year Hopefully that will continue this year My port: +9.42% YTD🟢 S&P 500: +0.55% YTD🟢"
X Link 2026-01-25T18:17Z [----] followers, [----] engagements
"I am almost halfway to [---] verified followers to get monetized If you want to help out I follow back😉"
X Link 2026-01-25T20:38Z [----] followers, 19.3K engagements
"@TradingDeskTy Lets gooo Been loving $PGY as I dive in to their numbers"
X Link 2026-01-27T14:14Z [----] followers, [---] engagements
"@JOptionEngineer Yeah its rough. Still up almost 6% YTD but man this week and end of last week has been rough"
X Link 2026-01-27T16:03Z [----] followers, [--] engagements
"If youre bearish on AI or think its another dot com bubble Idk what to tell you"
X Link 2026-01-28T18:01Z [----] followers, [--] engagements
"@Kalshi I hold $ETH because of tokenization and stablecoins"
X Link 2026-01-28T18:03Z [----] followers, [--] engagements
"@nathanielsford Thats tough. With that much debt Id stay in consulting for a bit longer or a career path with with more pay than 61k Side note howd you get into this career path It sounds very cool"
X Link 2026-01-28T18:05Z [----] followers, [--] engagements
"I heard a really interesting perspective earlier on current market conditions If it werent for all of the bearish macro events going on (trade wars Minnesota on fire Iran and one million other things) wed probably be 10% higher The bearish macro events are a blessing as we go into the greatest time of productivity and innovation is our lives Im long $LMND $NBIS $PATH $COHR $PGY https://twitter.com/i/web/status/2016576170737754499 https://twitter.com/i/web/status/2016576170737754499"
X Link 2026-01-28T18:16Z [----] followers, [--] engagements
"@AlexCanInvest Can you pay for the house in cash"
X Link 2026-01-28T18:35Z [----] followers, [--] engagements
"HUUUUGE day for big tech $MSFT $META $TESLA all report after hours today How we feeling everybody Personally I need earnings season to save my port"
X Link 2026-01-28T18:41Z [----] followers, [---] engagements
"@DudeWhoInvests Robinhood. Good UI"
X Link 2026-01-28T18:42Z [----] followers, [--] engagements
"@stockboildown Shoot bro and only [--] Youre killing it🙌 mostly from capital gains or work"
X Link 2026-01-28T18:56Z [----] followers, [--] engagements
"@AlexCanInvest Then Id buy it cash and avoid the 4% mortgage rate"
X Link 2026-01-28T20:17Z [----] followers, [--] engagements
"$META raising CapEx guidance to $115b-$135b over exp. $110b Very bullish for $NBIS investors🔥📈"
X Link 2026-01-28T22:38Z [----] followers, [---] engagements
"@briancwalton78 Ryan Day has not lost a game like Iowa or USC other than [----] Michigan And thats a little different because its Michigan. Why does Ryan Day ever lose games like that Floor is 9-3"
X Link 2026-01-29T01:03Z [----] followers, [---] engagements
"@DJaramill0010 Yeah macro has me a little concerned for such a consumer driven company"
X Link 2026-01-29T04:05Z [----] followers, [--] engagements
"Did I miss something"
X Link 2026-01-29T15:46Z [----] followers, [---] engagements
"Port has been in consolidation for [--] months now $SPY $VOO $QQQ more less the same over the last [--] months When do we finally break this"
X Link 2026-01-29T16:01Z [----] followers, [---] engagements
"@longriverCM Well its not looking good so far"
X Link 2026-01-29T16:03Z [----] followers, [--] engagements
"@Investinc_Intel Pretty solid quarter"
X Link 2026-01-30T14:21Z [----] followers, [--] engagements
"@Leo_Traydes $HOOD doesnt allow the uninvested cash to collect interest or be put in a money market in Roth IRA for some reason. So in doing so on $HOOD its like sitting in a checking account"
X Link 2025-12-23T23:34Z [----] followers, [----] engagements
"📉 What am I missing with $CAVA 👇 I havent had it before but I hear the craze about it But they are trading at: - [--] trailing P/E - [--] EV/LTE (enterprise value to look-through earnings) This assumes a 15% mature net margin And they are only expected to grow about 17% CAGR over the next few years $CAVA bulls what am I missing here Is 17% revenue CAGR or the assumption of 15% mature net margins inaccurate https://twitter.com/i/web/status/2013292808803889410 https://twitter.com/i/web/status/2013292808803889410"
X Link 2026-01-19T16:49Z [----] followers, [----] engagements
"Bullish $FOUR Iykyk BREAKING: SpaceX is set to hire Bank of America Goldman Sachs JPMorgan and Morgan Stanley to lead its IPO in [----] per FT. The IPO is expected to be valued as much as $1.5 trillion making it the largest IPO in history. https://t.co/nOsPpo9GC5 BREAKING: SpaceX is set to hire Bank of America Goldman Sachs JPMorgan and Morgan Stanley to lead its IPO in [----] per FT. The IPO is expected to be valued as much as $1.5 trillion making it the largest IPO in history. https://t.co/nOsPpo9GC5"
X Link 2026-01-22T16:50Z [----] followers, [---] engagements
"@TheeTeddyTed Love to see $LMND and $FOUR as your holdings"
X Link 2026-01-23T04:47Z [----] followers, [---] engagements
"My 3-year price targets for my holdings: $NBIS: $450 $LMND: $300 $FOUR: $275 $PATH: $80 $PGY: $75 $AMZN: $500 $AMD: $600"
X Link 2026-01-25T06:17Z [----] followers, [----] engagements
"I will likely be using this dip to buy more $PGY $FOUR $NBIS"
X Link 2026-01-26T03:21Z [----] followers, [----] engagements
"Part of the reason I own $LMND is because it became apparent that insurance is changing and Lemonade is the most innovative and adaptive insurer on the market (especially compared to legacy) Whether it is FSD robotics that need insured or whatever else comes in the AI wave $LMND will always be one of the first to jump on it and capitalize ** Im aware other insurers have the ability to connect to Tesla and FSD cars still impressive what LMND is doing ** Lemonade has officially launched its Tesla FSD 50% rate cut package in Arizona. You pay a low fixed parking price then pay only for miles"
X Link 2026-01-27T21:48Z [----] followers, [----] engagements
"@CarioCapital Yet $FOUR only goes down😔"
X Link 2026-01-28T18:09Z [----] followers, [---] engagements
"If Mag7 wasnt seeing returns on their CapEx in the wave of AI I dont think theyd be contributing to dump billions of dollars into it Long $NBIS $COHR $META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS $META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS"
X Link 2026-01-28T21:41Z [----] followers, [---] engagements
"I am currently in my last semester of college graduating with a finance degree I work about [--] hours per week right now But I want to do a series where I DoorDash and deposit all of it into $HOOD in a separate account I think itll be cool to see down the road how much an extra $28.57 ($200/w) I would make all of my holds and the account balance public since my other account balances arent public Would any of you like to see this https://twitter.com/i/web/status/2016944376535273884 https://twitter.com/i/web/status/2016944376535273884"
X Link 2026-01-29T18:39Z [----] followers, [---] engagements
"@KobeissiLetter Such an overreaction to Fed Chair appointment. Did people forget we are in the biggest technological revolution in our lifetime And you're bearish because of a Fed chair"
X Link 2026-02-02T06:27Z [----] followers, [----] engagements
"@LuciferM73865 Idk about $120 but I love the optimism"
X Link 2026-02-03T02:13Z [----] followers, [---] engagements
"@RyDawg42 @Leo_Traydes I think Q1 [----] was only like 4% revenue growth or something. But theyll beat it most likely"
X Link 2026-02-04T18:57Z [----] followers, [--] engagements
"@mattscottcap Damn this might push me to actually do my due diligence for the company"
X Link 2026-02-04T19:15Z [----] followers, [--] engagements
"Not trying to get rich quick. I simply think that these prices will be better than in [--] months when I have cash flow again Use a tiny bit of margin now. Fund the account in the summer. If we are higher in May then we are now it wouldve been a smart decision. If were lower it wasnt smart but its not like Im going to get margin called and if I do we wouldve tanked another 50% And for your claim that nothing has really happened yet just because the indexes arent down a lot doesnt mean anything for this High beta and risk on assets have been absolutely decimated. If mag7 starts to fall too the"
X Link 2026-02-06T01:23Z [----] followers, [--] engagements
"Im starting to see $PATH more and more on my timeline. Could it be the next retail darling"
X Link 2025-10-27T15:03Z [----] followers, [---] engagements
"@JM_Investment0 We have a lot of the same $FOUR $PATH $PGY and little bit of $ZETA in Roth IRA"
X Link 2026-02-03T19:25Z [----] followers, [---] engagements
"🍋 Pt [--] Homeowner filing storm damage claim with $LMND. I am a roofing contractor that came across a homeowner with their insurance. Very impressed with their custom service. I was worried to see how the entire process would differ from traditional insurers but it was a much better experience. - Homeowner filed the claim easily and in a couple minutes from his app. No hoops to jump through like other insurers - A representative (maybe AI🤔) sent him a very detailed email of what the process would look like from there. This was done the next business day. - Sent an in person third-party"
X Link 2025-08-15T19:04Z [----] followers, [----] engagements
"RT @babyfolio: And market is still bearish on AI 🤣🤣🤣🤣 I'm telling you the alpha is here follow the money ( $NBIS $IREN etc.)"
X Link 2026-02-06T17:00Z [----] followers, [--] engagements
"@Ashton_1nvests Ive been back and forth about a position in $HNST"
X Link 2026-01-14T21:57Z [----] followers, [---] engagements
"@CGInvesting10 Plenty of time youll be back up. You still have $HNST I think thatll do really well this year"
X Link 2026-01-22T01:25Z [----] followers, [---] engagements
"2nd day in a row of getting railed while the market is up"
X Link 2026-01-27T15:56Z [----] followers, [---] engagements
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