# ![@jkess54 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2859831467.png) @jkess54 jkess54

jkess54 posts on X about $odd, $asts, strong, $rklb the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::2859831467/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2859831467/c:line/m:interactions.svg)

- [--] Week [---] -54%
- [--] Month [-----] -80%
- [--] Months [------] +216%
- [--] Year [------] +495%

### Mentions: [--] [#](/creator/twitter::2859831467/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2859831467/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::2859831467/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2859831467/c:line/m:followers.svg)

- [--] Week [---] +0.77%
- [--] Month [---] +2.20%
- [--] Months [---] +12%
- [--] Year [---] +55%

### CreatorRank: [---------] [#](/creator/twitter::2859831467/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2859831467/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [financial services](/list/financial-services)  [travel destinations](/list/travel-destinations)  [countries](/list/countries)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$odd](/topic/$odd), [$asts](/topic/$asts), [strong](/topic/strong), [$rklb](/topic/$rklb), [growth](/topic/growth), [$zeta](/topic/$zeta), [$pypl](/topic/$pypl), [$adbe](/topic/$adbe), [$sezl](/topic/$sezl), [$se](/topic/$se)

**Top accounts mentioned or mentioned by**
[@mvcinvesting](/creator/undefined) [@couchinvestor](/creator/undefined) [@saxenapuru](/creator/undefined) [@mrderivatives](/creator/undefined) [@wearycenturion](/creator/undefined) [@theraymyers](/creator/undefined) [@holysmokas](/creator/undefined) [@audittheherd](/creator/undefined) [@michaelwigginso](/creator/undefined) [@radnorcapital](/creator/undefined) [@krossroads](/creator/undefined) [@wealthyreadings](/creator/undefined) [@deitaone](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@logicalthesis](/creator/undefined) [@qualityinvest5](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@bourboncap](/creator/undefined) [@theshortbear](/creator/undefined) [@davyinvests](/creator/undefined)

**Top assets mentioned**
[ODDITY Tech Ltd (ODD)](/topic/$odd) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [ZetaChain (ZETA)](/topic/$zeta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Sea Limited (SE)](/topic/$se) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [MercadoLibre Inc (MELI)](/topic/$meli) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AppLovin Corporation (APP)](/topic/$app) [Sportradar Group AG (SRAD)](/topic/$srad) [Nextracker Inc. (NXT)](/topic/$nxt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [On Holding AG (ONON)](/topic/$onon) [Crocs, Inc. (CROX)](/topic/$crox) [Alibaba Group (BABA)](/topic/$baba) [Tesla, Inc. (TSLA)](/topic/$tsla) [Lemonade, Inc. (LMND)](/topic/$lmnd) [monday.com Ltd. (MNDY)](/topic/$mndy) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [DLocal Limited (DLO)](/topic/$dlo) [Reddit, Inc.  (RDDT)](/topic/$rddt) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Sweetgreen Inc. (SG)](/topic/$sg) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Shopify Inc (SHOP)](/topic/$shop) [NuCypher (NU)](/topic/$nu) [Advanced Micro Devices (AMD)](/topic/$amd) [Snowflake Inc. (SNOW)](/topic/$snow) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@RihardJarc Nice to see that expanding. I think a partnership with $pins and matteport $ghvi would be cool. Ability to shop virtual stores preview interiors virtually and tag items to purchase previewing vacation spots etc"  
[X Link](https://x.com/jkess54/status/1417629061187244035)  2021-07-20T23:34Z [---] followers, [--] engagements


"@saxena_puru You considering buying into $uber Great company"  
[X Link](https://x.com/anyuser/status/1661909107190669312)  2023-05-26T01:36Z [--] followers, [--] engagements


"@saxena_puru These all get killed. From here kinda like PayPal and fiver decent risk reward to eventually double likely not get back to highs. maybe $se could come back long term well see. Hated now"  
[X Link](https://x.com/jkess54/status/1762010770060018025)  2024-02-26T07:04Z [---] followers, [---] engagements


"@BarbellFi Daycare costs where I am is 5k for [--] kids in mass. Wonder if they can break even on cash flow with child care. Although when I am a 3k sqft house in a decent suburb outside Boston is [---] to 1.5m in good condition and less than [--] hour door to door commute to city"  
[X Link](https://x.com/jkess54/status/1807026204299395197)  2024-06-29T12:19Z [---] followers, [--] engagements


"@PelosiTracker_ $15k for her is a rounding error. $lulu seems interesting here below market multiple. Lowest multiple ever for Lulu. Buying back record amount of shares. Still growing respectably and supposed to pick up second half"  
[X Link](https://x.com/jkess54/status/1809368439632589067)  2024-07-05T23:27Z [---] followers, [--] engagements


"@meetblossomapp @EconomyApp The blossom app seems good so far. Is there anyone to contact for support. I linked my new fidelity account and it worked better than I expected but it synched all accounts including retirement and kids custody accounts. Just want main one"  
[X Link](https://x.com/jkess54/status/1819336965101154681)  2024-08-02T11:38Z [---] followers, [--] engagements


"@MrNYCitizen @AST_SpaceMobile No way buffet gets in here. Later on when its generating significant cash flow. Probably better for Nancy P here"  
[X Link](https://x.com/jkess54/status/1820051706685559093)  2024-08-04T10:58Z [---] followers, [--] engagements


"@MichaelWigginsO I bought a little $app recently and have had ttd for awhile. The one thing I noticed is app revenue growth projected to drop to like [--] percent after [--]. But ttd stays above [--] for awhile"  
[X Link](https://x.com/jkess54/status/1821860095166222753)  2024-08-09T10:44Z [---] followers, [---] engagements


"@RadnorCapital Nice post. You still like $srad Down a bit on earnings"  
[X Link](https://x.com/jkess54/status/1823674626779550039)  2024-08-14T10:54Z [---] followers, [---] engagements


"@RadnorCapital Any update on this one $nxt Nice post. Down to [--]. Seems interesting"  
[X Link](https://x.com/jkess54/status/1847983917938176133)  2024-10-20T12:51Z [---] followers, [---] engagements


"@ricpaben @Kross_Roads $nxt looks solid. Got In about a month ago"  
[X Link](https://x.com/jkess54/status/1855241035946860841)  2024-11-09T13:28Z [---] followers, [--] engagements


"@WealthyReadings Was debating if selling puts on these [--] is worth it here. At some point celh must have a floor as takeout candidate youd figure"  
[X Link](https://x.com/jkess54/status/1858848688300265659)  2024-11-19T12:23Z [---] followers, [--] engagements


"@DeItaone Should team up with $asts and abel"  
[X Link](https://x.com/jkess54/status/1862554938598887739)  2024-11-29T17:51Z [---] followers, [---] engagements


"@realroseceline @KyleAdamsStocks $Crox looks like good value. . Great product"  
[X Link](https://x.com/jkess54/status/1872088043118829746)  2024-12-26T01:12Z [---] followers, [---] engagements


"@LogicalThesis $soun seems like it could be a good one to short. Could be wrong though"  
[X Link](https://x.com/jkess54/status/1874292037216022727)  2025-01-01T03:10Z [---] followers, [---] engagements


"@LogicalThesis Yep ha. Other red flags management been selling a ton. Revenue growth not organic. A years worth of cash burn left. Risk of being replaced by big tech. Well see"  
[X Link](https://x.com/jkess54/status/1874295005172687017)  2025-01-01T03:22Z [---] followers, [---] engagements


"Started a personal investing blog to track updates. Current holdings by size $google $amzn $meta $tsla $pypl $meli $asts $rklb $uber $tmdx $hims $sofi $nu $se $shop $baba $amd $ttd $crwd $nvda $celh $sq $evvty $app https://growthstocks54.substack.comr=1or3o&utm_medium=ios&utm_source=profile https://growthstocks54.substack.comr=1or3o&utm_medium=ios&utm_source=profile"  
[X Link](https://x.com/jkess54/status/1874527950693130635)  2025-01-01T18:47Z [---] followers, [---] engagements


"$grab $nxt $dis $snow $lulu $bidu $ptlo $abbv $crox $tsm $srad $tgt $s $sg $mndy $onon $zs $abnb $lmnd $odd $mtch $tcehy $rdfn $nke $appl $nnox Probably too many holdings for most but helps me sleep better at night and allows me to track many companies. Smallest more of tracker"  
[X Link](https://x.com/jkess54/status/1874527953373319452)  2025-01-01T18:47Z [---] followers, [---] engagements


"@IvanaSpear Do you like $amd after large draw down"  
[X Link](https://x.com/jkess54/status/1874531115870093455)  2025-01-01T19:00Z [---] followers, [--] engagements


"$uber announcing this and buybacks the other day; pretty positive way to start the year. Stock should go higher $UBER $NVDA Collaborate to Advance Al-Powered Autonomous Driving Technology $UBER $NVDA Collaborate to Advance Al-Powered Autonomous Driving Technology"  
[X Link](https://x.com/jkess54/status/1876601983593034052)  2025-01-07T12:09Z [---] followers, [--] engagements


"@BigBullCap Does this just mean the analyst was wrong for a long time and correcting themselves for the past. Same thing just happened with adobe"  
[X Link](https://x.com/jkess54/status/1876953678826885199)  2025-01-08T11:26Z [---] followers, [----] engagements


"@QualityInvest5 Agreed. $adbe Seems interesting here or lower. Watching it. guessing market wants to see proof that their firefly ai product can effectively monetize"  
[X Link](https://x.com/jkess54/status/1876981722715148570)  2025-01-08T13:18Z [---] followers, [---] engagements


"@wolfofharcourt $adbe but unsure on it. Any thoughts"  
[X Link](https://x.com/jkess54/status/1877683395498524885)  2025-01-10T11:46Z [---] followers, [---] engagements


"@BourbonCap Do you like $adbe or no"  
[X Link](https://x.com/jkess54/status/1877832360684589370)  2025-01-10T21:38Z [---] followers, [---] engagements


"@KabraxFX @SimeonResearch_ I thought @Brian_Stoffel_ said it was a requirement to use tmdx planes as well now. Or maybe it was someone else. Hearing mixed things on that point. Would rather hospitals have the option"  
[X Link](https://x.com/jkess54/status/1878169229641347126)  2025-01-11T19:56Z [---] followers, [--] engagements


"@MMMTwealth Own them both. Not sure"  
[X Link](https://x.com/jkess54/status/1878496466810867868)  2025-01-12T17:37Z [---] followers, [----] engagements


"@SixSigmaCapital Shorts seemed to have killed $tmdx price for now. Also holding. Feels like its been manipulated but not sure. Small market cap. Almost [--] percent short Could set up nicely longer term assuming good execution. The ceo already implied they are beating q4 estimates"  
[X Link](https://x.com/jkess54/status/1880359072593244468)  2025-01-17T20:58Z [---] followers, [---] engagements


"@Mr_Derivatives Is trump restricted to sell at all Does he really own [--] percent of it"  
[X Link](https://x.com/jkess54/status/1881616451607687481)  2025-01-21T08:14Z [---] followers, [--] engagements


"@mvcinvesting Its been a great run for $hims. Trimmed a tiny bit today. Have sold [--] dollars strike for feb [--] well see. Paying a lot of premium"  
[X Link](https://x.com/jkess54/status/1885105443250241640)  2025-01-30T23:18Z [---] followers, [---] engagements


"@mvcinvesting $odd $lmnd $brze $zeta $srad"  
[X Link](https://x.com/jkess54/status/1893387828001644803)  2025-02-22T19:50Z [---] followers, [----] engagements


"@DataDInvesting Seems like they always beat and put out solid results. Dont see much chatter about $odd. Own some shares but likely need to add. Its harder to judge as a man that doesnt use beauty products but the ladies Ive talked to say the matching system is great"  
[X Link](https://x.com/jkess54/status/1895059405416145060)  2025-02-27T10:32Z [---] followers, [--] engagements


"@Tech_Investor20 Believer in $asts $hims $tmdx $rklb. Own these. Skeptical in $soun but well see"  
[X Link](https://x.com/jkess54/status/1896557787314065541)  2025-03-03T13:46Z [---] followers, [----] engagements


"@adrewrogers Nice. What % is Dlo for you You adding after the drop. Your deep dive on that one was very good"  
[X Link](https://x.com/jkess54/status/1897691331897569624)  2025-03-06T16:50Z [---] followers, [---] engagements


"@TheLongInvest I didnt love the lack of growth for $baidu. Sum of parts with cash dirt cheap though. moved half of that position to new $pdd. Largest in baba then tencent"  
[X Link](https://x.com/jkess54/status/1900505693368537123)  2025-03-14T11:14Z [---] followers, [---] engagements


"Posted an update on holdings/moves $meli $amzn $meta $goog $uber $asts $pypl $hims $nu $se $tsla $amd $baba $crwd $snow $nvda $shop $odd $nxt $rklb $grab $dlo $ttd $srad $ptlo $app $mndy $tsm $lmnd $onon $sg https://open.substack.com/pub/growthstocks54/p/april-2025-updateutm_campaign=post&utm_medium=web https://open.substack.com/pub/growthstocks54/p/april-2025-updateutm_campaign=post&utm_medium=web"  
[X Link](https://x.com/jkess54/status/1918256272220078539)  2025-05-02T10:48Z [---] followers, [----] engagements


"@nachunja Interesting. Do you like $pypl too"  
[X Link](https://x.com/jkess54/status/1920623848157777948)  2025-05-08T23:36Z [---] followers, [---] engagements


"@MichaelWigginsO How do you think they stack up against $s"  
[X Link](https://x.com/jkess54/status/1925157159769145811)  2025-05-21T11:50Z [---] followers, [----] engagements


"@patientinvestt Cant tell if $Etsy is a value trap or not. Could be. Dont own it. What you think"  
[X Link](https://x.com/jkess54/status/1926639259269627959)  2025-05-25T13:59Z [---] followers, [---] engagements


"@meeijer solid list. agreed if they execute. already have a 5x+ on asts and hims"  
[X Link](https://x.com/jkess54/status/1935461414593810747)  2025-06-18T22:15Z [---] followers, [--] engagements


"Posted a June portfolio update below. Ytd 27.9% [--] year cagr 26% new position in may $oscr Top holdings by size $asts $meta $tmdx $meli $amzn $goog $uber $rklb $hims $pypl $se $nu $amd $tsla $shop $crwd $baba $nvda $snow https://open.substack.com/pub/growthstocks54/p/june-2025-updater=1or3o&utm_medium=ios https://open.substack.com/pub/growthstocks54/p/june-2025-updater=1or3o&utm_medium=ios"  
[X Link](https://x.com/jkess54/status/1940728864067801583)  2025-07-03T11:06Z [---] followers, [---] engagements


"@Couch_Investor Hopefully PayPal can do half of what meta has done from here. Would still be nice"  
[X Link](https://x.com/jkess54/status/1950686069160296945)  2025-07-30T22:32Z [---] followers, [---] engagements


"@GIMastery This one is interesting. Seems like little coverage on it. Trades at huge discount to $iot. Will have to check our earnings and your next video on it"  
[X Link](https://x.com/jkess54/status/1954561837149676018)  2025-08-10T15:13Z [---] followers, [---] engagements


"@QualityInvest5 I remember $abnb was priced in the 60s but didnt open to [---] to the public. Doesnt seem too fair to general public but the $ was mostly already made at this point it seems"  
[X Link](https://x.com/jkess54/status/1955309316400963595)  2025-08-12T16:44Z [---] followers, [---] engagements


"@Couch_Investor Mndy took a big hit"  
[X Link](https://x.com/jkess54/status/1955321733616934965)  2025-08-12T17:33Z [---] followers, [---] engagements


"@TheShortBear Maybe $crox too But $Lulu probably more tempting. Burry is on a [---] million $ of lulu call options"  
[X Link](https://x.com/jkess54/status/1956365826635841727)  2025-08-15T14:42Z [---] followers, [---] engagements


"@weary_centurion Shouldnt $pypl get close to [---] by [----] with continued buybacks at this pace good execution and rerating to low to mid [--] pe which would seem reasonable. Some of the recent initiatives behind the scenes need to start show up soon though"  
[X Link](https://x.com/jkess54/status/1958463268311187567)  2025-08-21T09:36Z [---] followers, [---] engagements


"@kimsbinvesting Nice. Also looking to add to tmdx here on pullback. CEO bought $2m recently higher prices. Do you like Dlo or zeta"  
[X Link](https://x.com/jkess54/status/1960214973205873084)  2025-08-26T05:37Z [---] followers, [---] engagements


"@TheRayMyers Torn on this. Stock is weak. But does it deserve to trade at 5x price to sales less than crwd Has an ai offering and product wins awards. Operating margins currently poor though"  
[X Link](https://x.com/jkess54/status/1960421242156011916)  2025-08-26T19:17Z [---] followers, [---] engagements


"@Sopcaja @TheShortBear Are you shorting these straight up through equities I believe these are way overvalued but not sure there is a great way to go about it. Long term put options look very expensive. For most little profit at 50% decline at expiration"  
[X Link](https://x.com/growthstocks54/status/1972554297029329327)  2025-09-29T06:49Z [---] followers, [--] engagements


"📊 Portfolio Update 9/30 on Substack: New positions in $ZETA & $ADBE updates on $ASTS $PYPL $HIMS & $DLO. Full holdings listed https://growthstocks54.substack.com/p/portfolio-update-sept-30-2025-new https://growthstocks54.substack.com/p/portfolio-update-sept-30-2025-new"  
[X Link](https://x.com/growthstocks54/status/1973565537243591071)  2025-10-02T01:47Z [---] followers, [---] engagements


"@himshouse This is bullish for $hims starts to kill the bear case its just a glp1 or hair loss co"  
[X Link](https://x.com/growthstocks54/status/1978641153219072398)  2025-10-16T01:56Z [---] followers, [---] engagements


"@TacticzH This one doesnt bother me as much but I get it. He did tone down the political talk from [---] years ago which almost caused me to sell $hims. Thankfully didnt since its up 4x from then"  
[X Link](https://x.com/growthstocks54/status/1978769473432658253)  2025-10-16T10:26Z [---] followers, [---] engagements


"@mvcinvesting You own $dlo right Been looking into it. Seems intriguing"  
[X Link](https://x.com/jkess54/status/1889364571388772507)  2025-02-11T17:23Z [---] followers, [----] engagements


"@mvcinvesting Nice looking forward to it. Do you like $alab after pull back. Starting to look into it"  
[X Link](https://x.com/jkess54/status/1890891882814644297)  2025-02-15T22:32Z [---] followers, [----] engagements


"@CompoundinGirl Have some baba and bidu and tencent. Think I probably need to swap some of the baidu for pdd well see"  
[X Link](https://x.com/jkess54/status/1891926618567819557)  2025-02-18T19:03Z [---] followers, [---] engagements


"Id bet likely scenario for $goog is other segments perform very well in future. YouTube cloud waymo Gemini etc which likely offset for search potentially slightly declining but not falling off. Then theres other bets/ ie quantum as future kicker. Search is still stable. Well see https://twitter.com/i/web/status/1915530143533351210 https://twitter.com/i/web/status/1915530143533351210"  
[X Link](https://x.com/Growthstocks54/status/1915530143533351210)  2025-04-24T22:15Z [---] followers, [----] engagements


"@Kross_Roads Nice portfolio $pypl been a drag for me too. Maybe [----] will be the big year. Well see"  
[X Link](https://x.com/growthstocks54/status/1979497493126623641)  2025-10-18T10:39Z [---] followers, [--] engagements


"Kinda intrigued by these ETFs since they cap the loss. Not sure if Ill go through with it it. If others have used these in the pas or something similar. . Defiance Daily Target 2X Short QBTS ETF (QBTZ): A leveraged inverse ETF that provides -2x daily exposure to D-Wave Quantum Inc. (QBTS). Defiance Daily Target 2X Short IONQ ETF (IONZ): This fund seeks -200% of the daily performance of IonQ Inc. (IONQ). Defiance Daily Target 2X Short RGTI ETF (RGTZ): This leveraged inverse ETF aims to deliver -2x daily exposure to Rigetti Computing (RGTI)"  
[X Link](https://x.com/growthstocks54/status/1979980895323910556)  2025-10-19T18:40Z [---] followers, [---] engagements


"@TheRayMyers Nice write up. close to inflecting to gaap profitability. Long $zeta"  
[X Link](https://x.com/growthstocks54/status/1980002509633585578)  2025-10-19T20:05Z [---] followers, [---] engagements


"@Orakel_O Wonder how that analyst knew"  
[X Link](https://x.com/jkess54/status/1980924638449520827)  2025-10-22T09:10Z [---] followers, [--] engagements


"@wolfofharcourt Youd think $evo would have been up on the playtech news"  
[X Link](https://x.com/growthstocks54/status/1980966187191128137)  2025-10-22T11:55Z [---] followers, [----] engagements


"@WealthyReadings Good points. + strong compliance and legal/IP protection for enterprise. Got into $adbe a few weeks back"  
[X Link](https://x.com/growthstocks54/status/1980972113474494540)  2025-10-22T12:18Z [---] followers, [---] engagements


"@futureplz Google American tower Verizon att Rakuten etc dont just invest millions and partner with hype long both Asts and Rklb "  
[X Link](https://x.com/growthstocks54/status/1981143132118167558)  2025-10-22T23:38Z [---] followers, [---] engagements


"@spacanpanman Wonder when you think Apple will officially endorse Asts"  
[X Link](https://x.com/jkess54/status/1982409663670112688)  2025-10-26T11:31Z [---] followers, [----] engagements


"@TravisHoium $onon seems like a solid opportunity here long term. Been adding. Selloff seems overdone. Well see"  
[X Link](https://x.com/jkess54/status/1984579462730592399)  2025-11-01T11:13Z [---] followers, [---] engagements


"Been adding $pypl $ODD $adbe $ONON $ZETA $MNDY (wild that $PYPLs down after a triple beat raised guide + OpenAI deal). Prefer buying when stocks are out of favor. Considering $REAX new position. $AMZN adds paying off w/ AWS accel Low on cash may trim $ASTS $RKLB $SOFI"  
[X Link](https://x.com/jkess54/status/1984605265518608763)  2025-11-01T12:55Z [---] followers, [---] engagements


"@DAVYinvests Solid. Surprised $odd has pulled back so much. I guess it may be tied to consumer names taking a hit. Im in all of these except for root"  
[X Link](https://x.com/Growthstocks54/status/1986060171357868149)  2025-11-05T13:16Z [---] followers, [---] engagements


"@thexcapitalist Seems like all restaurant stocks getting crushed. $Cava could be tempting if it keeps dropping"  
[X Link](https://x.com/jkess54/status/1986574964489633842)  2025-11-06T23:22Z [---] followers, [---] engagements


"@StockSavvyShay If it didnt work for Zillow or Redfin who had the biggest platforms and resources/talent not sure how it will work for open. Well see"  
[X Link](https://x.com/jkess54/status/1986775168350630060)  2025-11-07T12:38Z [---] followers, [----] engagements


"$Odd is intriguing and seems to be under followed. Been adding. Think you are getting in at a good price since they had a strong q2 and cant explain the large drop off. Think the large upside is if they can leverage their technology to scale new brands (new medical skincare). Brand [--] in future. Consistent history of beating on earnings too"  
[X Link](https://x.com/jkess54/status/1987126037071749409)  2025-11-08T11:52Z [---] followers, [---] engagements


"@ftr_investors @thexcapitalist $oscr does have a great team and technology. I think theres a future in this customized health care long term (ichra ) and they could be a leader. Building for this. They have already guided for aca going away. Well see"  
[X Link](https://x.com/jkess54/status/1987933164736532622)  2025-11-10T17:19Z [---] followers, [---] engagements


"@fedex774 True good point. Im sold enough on it that I got small stake. Theyve performed well in bad housing housing market. Could get a boost with rates coming down. Coming off a solid quarter and stock well off its highs"  
[X Link](https://x.com/jkess54/status/1988522614575288519)  2025-11-12T08:21Z [---] followers, [--] engagements


"@Ashton_1nvests Prefer $ADBE here. For being deeply entrenched across enterprise ecosystems with high switching costs due to its cloud integration and legal/compliance lock-in. Still on the fence about $duol for now. Well see"  
[X Link](https://x.com/jkess54/status/1991751765344285146)  2025-11-21T06:13Z [---] followers, [---] engagements


"@TedHZhang @BillAckman He really nailed this explanation back then on $googl. Impressive. I was buying last year too but havent seen this clip. Its funny how so many people went negative on the name and now they are the same ones buying it at the highs"  
[X Link](https://x.com/jkess54/status/1993479317892817152)  2025-11-26T00:38Z [---] followers, [----] engagements


"$reax seems intriguing. Impressive growth. Only trades at .5x sales growing 50%. Started a small position recently and wrote about the company here https://open.substack.com/pub/growthstocks54/p/the-real-brokerage-reax-write-uputm_source=app-post-stats-page&r=1or3o&utm_medium=ios https://open.substack.com/pub/growthstocks54/p/the-real-brokerage-reax-write-uputm_source=app-post-stats-page&r=1or3o&utm_medium=ios"  
[X Link](https://x.com/anyuser/status/1995704428834533753)  2025-12-02T03:59Z [---] followers, [---] engagements


"* $reax is disrupting the real estate brokerage industry with what seems like a better model to incentivize brokers and fully integrate the tech stack to upsell higher margin products like mortgage or title. Cash flow positive with zero debt and founder led. One of the fastest growing companies over the last [--] years. Seems interesting"  
[X Link](https://x.com/anyuser/status/1995853644046962771)  2025-12-02T13:52Z [---] followers, [---] engagements


"@zoomyzoomm Its a good comparison. Been buying $adbe. Well see"  
[X Link](https://x.com/Growthstocks54/status/1996927149194785000)  2025-12-05T12:58Z [---] followers, [---] engagements


"@TheRayMyers For cybersecurity how about $crwd and $zs"  
[X Link](https://x.com/Growthstocks54/status/2002853928627786014)  2025-12-21T21:29Z [---] followers, [--] engagements


"@KyleAdamsStocks Came across $sezl the other day. Liking everything I see so far. Looking to likely start a position. Is there any major red flags or no. They even let users report to credit agencies to help improve and build credit"  
[X Link](https://x.com/Growthstocks54/status/2003895615198318915)  2025-12-24T18:28Z [---] followers, [----] engagements


"@HolySmokas Looks good to me. Maybe swap elf for $odd cake for $cava and revolv for $zeta but its all preference"  
[X Link](https://x.com/Growthstocks54/status/2004698305461408241)  2025-12-26T23:38Z [---] followers, [----] engagements


"@HolySmokas Actually cake and cava too different to compare. Cake does have a lot of debt but can probably manage. Current ratio a little bit of red flag though"  
[X Link](https://x.com/Growthstocks54/status/2004701730467184760)  2025-12-26T23:51Z [---] followers, [--] engagements


"@AlgorRhyms @HolySmokas Potentially. Odd has a main business headquarters in New York City but also maintains a significant R&D center in Tel Aviv Israel and a biotech lab in Boston functioning with a global tech-focused presence to disrupt beauty and wellness"  
[X Link](https://x.com/Growthstocks54/status/2004711121643860449)  2025-12-27T00:29Z [---] followers, [--] engagements


"$sezl seems interesting on 60% pullback here. Started a small position to follow closer Rule of [---] check: 67% revenue growth + 23% net margins = [--] or [---] on adj ebitda basis Few fintechs approach this level of growth + profitability simultaneously. Quarterly GMV just crossed $1B; revenue grew 67% YoY without heavy marketing spend or loose underwriting. seems like high-quality growth. Net margins are 22.8% rivaling established payments companies Capital efficiency stands out. Capital turns 89x annually allowing Sezzle to dynamically reprice risk and adjust underwriting as conditions change."  
[X Link](https://x.com/anyuser/status/2004918598452621608)  2025-12-27T14:13Z [---] followers, 18K engagements


"*Other positives for $sezl include Sezzles customer experience: [---] App Store / [---] Google Play with 100K+ reviews [--] NPS world class. among the highest in BNPL strong repeat usage & referrals Marketplace advantage: access to thousands of top brands Includes Amazon Walmart Target Shein Airbnb Spend limits payment scheduling and financial literacy features encourage responsible usage The company introduced Payment Streaks which uses gamification to reward users for consistent on-time payments. More than BNPL evolving into a trusted commerce + financial wellness platform"  
[X Link](https://x.com/anyuser/status/2004969222213173439)  2025-12-27T17:34Z [---] followers, [---] engagements


"Thanks. Sezzle hit some rough times in [----] subprime losses rising rates a failed merger collapsing users/merchants. At time most spacs were being sold off hard as well. They cut costs extensively and turned it around: exited India/Brazil/Europe refocused on US/Canada slashed costs tightened underwriting. Then added high-margin subs (Premium + Anywhere). Profitable by [----] caused stock to rip. Im still studying up though. Missed the big initial run. Biz is much stronger and different now"  
[X Link](https://x.com/Growthstocks54/status/2005121915355054590)  2025-12-28T03:41Z [---] followers, [---] engagements


"@ManuInvests Great Substack deep dive on sezl"  
[X Link](https://x.com/Growthstocks54/status/2005237376877240477)  2025-12-28T11:20Z [---] followers, [--] engagements


"@weary_centurion @DAVYinvests @elonmusk @nikitabier @Support @X Please bring his account back. He had good content. Its wierd bot accounts are in full force but this account got blocked"  
[X Link](https://x.com/Growthstocks54/status/2005286183019151866)  2025-12-28T14:34Z [---] followers, [--] engagements


"@Mr_Derivatives Pretty bullish. He gives props to $rklb too. Asts first"  
[X Link](https://x.com/Growthstocks54/status/2005446236112126006)  2025-12-29T01:10Z [---] followers, [---] engagements


"@StockMarketNerd Interesting list. Hims is higher up than I would have thought and Axon is lower"  
[X Link](https://x.com/Growthstocks54/status/2005899753293271358)  2025-12-30T07:12Z [---] followers, [---] engagements


"@ErikGroset @Mr_Derivatives Good idea. Ive seen this floated around. Never gained traction"  
[X Link](https://x.com/Growthstocks54/status/2006039210218705240)  2025-12-30T16:26Z [---] followers, [---] engagements


"@MontanaMatos Good list. The sentiment on $hims seems to be the worst its been. Seems like it could be a good opportunity here. Debating about possibly adding to position. A lot of glp1 noise. Well see"  
[X Link](https://x.com/Growthstocks54/status/2006426852970115257)  2025-12-31T18:06Z [---] followers, [---] engagements


"2025 year-end update posted Substack. New positions initiated: $RBRK $CAVA $SEZL (w/ full write-ups) Reducing exposure: $ASTS $RKLB after strong runs Added to: $UBER $SE $MELI $META $ODD $ADBE $GRAB $ZETA +42% in [----] 26% CAGR over [---] years Full post👇 https://open.substack.com/pub/growthstocks54/p/2025-year-end-review-new-positionsr=1or3o&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/growthstocks54/p/2025-year-end-review-new-positionsr=1or3o&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/Growthstocks54/status/2007061639904862417)  2026-01-02T12:09Z [---] followers, [--] engagements


"2025 year-end update posted Substack. New positions initiated: $RBRK $CAVA $SEZL (w/ full write-ups) Reducing exposure: $ASTS $RKLB after strong runs Added to: $UBER $SE $MELI $META $ODD $ADBE $GRAB $ZETA +42% in [----] 26% CAGR over [---] years Linked below👇 https://open.substack.com/pub/growthstocks54/p/2025-year-end-review-new-positionsr=1or3o&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/growthstocks54/p/2025-year-end-review-new-positionsr=1or3o&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/anyuser/status/2007067225132286303)  2026-01-02T12:31Z [---] followers, [---] engagements


"@alexcapital01 Agreed. Been buying $ODDrare 20%+ growth with strong margins trading like a boring consumer stock. Methodiq could change that narrative. Well see"  
[X Link](https://x.com/Growthstocks54/status/2007519963024699554)  2026-01-03T18:30Z [---] followers, [--] engagements


"This could be part of the reason but something to watch. $ODD elevated SGA is partly intentionaldriven by upfront investment in new brands. METHODIQs launch (telehealth dermatology) heavy R&D user acquisition and brand buildouts plus prep for Brand [--] in [----]. Core brands funded growth; leverage comes as new brands scale. https://twitter.com/i/web/status/2007523185072451624 https://twitter.com/i/web/status/2007523185072451624"  
[X Link](https://x.com/Growthstocks54/status/2007523185072451624)  2026-01-03T18:43Z [---] followers, [---] engagements


"@nataninvesting Seems like everyone has given up on $pypl. Ill give them this year and see how all these initiatives play out. Sentiment seems horrible"  
[X Link](https://x.com/Growthstocks54/status/2007945669885980702)  2026-01-04T22:42Z [---] followers, [---] engagements


"@bjmtweets Interesting. This is not good to see. Have a small $odd position looking to gain conviction in. Most things on the surface have seen to be positive"  
[X Link](https://x.com/Growthstocks54/status/2008459159889387811)  2026-01-06T08:42Z [---] followers, [---] engagements


"@Couch_Investor Partnerships with Microsoft Google and OpenAI are not good enough. They must need sydney sweeney"  
[X Link](https://x.com/Growthstocks54/status/2009308393224233064)  2026-01-08T16:57Z [---] followers, [---] engagements


"@KevinLMak Need to put the red latter A after M and join in lol. Good points. Well see"  
[X Link](https://x.com/Growthstocks54/status/2009794709032513549)  2026-01-10T01:09Z [---] followers, [----] engagements


"@BourbonCap $ODD seems like solid risk/reward here. Underfollowed name. Fridays selloff on news of a scientist leaving seems like overeaction"  
[X Link](https://x.com/Growthstocks54/status/2010030522840604761)  2026-01-10T16:46Z [---] followers, [---] engagements


"@Alhajerycom @weary_centurion Business hq is nyc. Israel transparency international cpi index links score right next to US. Way above places like China or Brazil. Auditor is also major firm affiliated with EY"  
[X Link](https://x.com/Growthstocks54/status/2010332319828054154)  2026-01-11T12:45Z [---] followers, [---] engagements


"@saxena_puru You like $now here Seems intriguing"  
[X Link](https://x.com/Growthstocks54/status/2013958181437702224)  2026-01-21T12:53Z [---] followers, [---] engagements


"@AnthonyDiBs @DeepMoatSociety Interesting pitch. Sounds promising. I need to dig into this more but seems like a decent legacy business with net cash and cash flow positive. I wonder if robotic play doesnt workout downside maybe [--] to 40% Not even that bad"  
[X Link](https://x.com/Growthstocks54/status/2015488120754500070)  2026-01-25T18:13Z [---] followers, [--] engagements


"@aleabitoreddit Nice post. Just came across this one recently. Wonder why citron sold if it has so much potential. Who knows. Im likely buying small stake next week. Havent seen any major red flags yet"  
[X Link](https://x.com/Growthstocks54/status/2015537213358977365)  2026-01-25T21:28Z [---] followers, [--] engagements


"@ahern_brendan @TencentGlobal Will it be frozen like what happened with Russian adr. $ozon. Still frozen few years later"  
[X Link](https://x.com/Growthstocks54/status/1876331120674898280)  2025-01-06T18:12Z [---] followers, [---] engagements


"One of the better deep dives on $ODD balanced on both strengths and risks. Ive been adding more aggressively in [----] due to disconnect between business quality + fundamentals/future growth vs. stock performance. Risk/reward looks compelling longer term assuming continued execution J.P Morgan lowered their PT on $ODD to $59 but Im raising the PT to $82. Here is my thesis why. Please like and share on substack if you found it helpful. https://t.co/8nZjojriZM https://t.co/AF8FH98jjY J.P Morgan lowered their PT on $ODD to $59 but Im raising the PT to $82. Here is my thesis why. Please like and"  
[X Link](https://x.com/anyuser/status/2014681629969580044)  2026-01-23T12:48Z [---] followers, [----] engagements


"@HoriaManole Im skeptical of the $ODD short reports. At this point they are older so the numbers speak for themselves. 20%+ revenue growth record guidance and high margins. Probably an easy target as small cap low float. Have to monitor execution though going forward"  
[X Link](https://x.com/Growthstocks54/status/2014835441493475373)  2026-01-23T22:59Z [---] followers, [---] engagements


"@AuditTheHerd I noticed today while looking through Baillie Giffords year-end 13F that they bought 1M shares of $ODD. Not a huge position for them but still a positive sign given their track record in many of the biggest winners of the past decade. They do own over 10% of the company"  
[X Link](https://x.com/Growthstocks54/status/2015060588687188352)  2026-01-24T13:54Z [---] followers, [---] engagements


"@AuditTheHerd I need to revisit $tem and read your blog post on it. Looked interesting on surface just a bit outside my wheelhouse. I remember Nancy pelosi being an early investor which is historically a good sign lol"  
[X Link](https://x.com/Growthstocks54/status/2015087351748284729)  2026-01-24T15:40Z [---] followers, [---] engagements


"Nice write up on $vpg. this is an exciting one. Just heard about it earlier and your deep dive helped. Likely going to start a small position after some further dd. Doesnt seem like too many people are talking about this Names like ondas get so much hype and trading at 200x sales. I like the back stop on the risk here with decent legacy biz at 2x sales. https://twitter.com/i/web/status/2015511356091285613 https://twitter.com/i/web/status/2015511356091285613"  
[X Link](https://x.com/Growthstocks54/status/2015511356091285613)  2026-01-25T19:45Z [---] followers, [---] engagements


"@MarcalCarbo Do you think this is vpg for new figure robot Looks impressive. Started a position Monday. I guess wed get a better idea on earnings https://x.com/figure_robot/status/2016208667096580535s=46 Helix 02s tactile sensing and palm cameras unlock manipulation tasks beyond pure visionbased policies We demonstrate four tasks at the frontier of multi-fingered dexterity https://t.co/jXyH4ILWpF https://x.com/figure_robot/status/2016208667096580535s=46 Helix 02s tactile sensing and palm cameras unlock manipulation tasks beyond pure visionbased policies We demonstrate four tasks at the"  
[X Link](https://x.com/Growthstocks54/status/2016457862055158236)  2026-01-28T10:26Z [---] followers, [---] engagements


"Started a small speculative position recently in $VPG a legacy precision sensing company with patented foil strain gauge and micro-measurement technology that is widely regarded as best-in-class for ultra-high-accuracy force sensing including robotic hands. Figure just announced Helix [--] with 3-gram fingertip force detection which aligns well with VPGs capabilities. VPG has disclosed two humanoid robot customers (one widely believed to be Tesla protected by nda) leaving a second unidentified and the prototype order timing lines up making Figure a plausible supplier. (Will find out more in"  
[X Link](https://x.com/anyuser/status/2016467278984851959)  2026-01-28T11:03Z [---] followers, [----] engagements


"Here is a good summary I had come across that summarizes $vpg and potential opportunity https://open.substack.com/pub/mcarbo/p/vishai-precision-group-a-call-optionr=1or3o&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/mcarbo/p/vishai-precision-group-a-call-optionr=1or3o&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/anyuser/status/2016467692362904054)  2026-01-28T11:05Z [---] followers, [---] engagements


"@aleabitoreddit Its a bullish setup for VPG even though its not yet confirmed theyll remain the supplier long term. I do own it though as I think the upside justifies the speculation"  
[X Link](https://x.com/Growthstocks54/status/2016669353442238905)  2026-01-29T00:26Z [---] followers, [---] engagements


"@Couch_Investor Been adding as well. Coming off a blow out quarter"  
[X Link](https://x.com/Growthstocks54/status/2017169423451251171)  2026-01-30T09:34Z [---] followers, [--] engagements


"@DeItaone Probably good for Asts and Rklb. Next best options smaller pure play. Have already run up a lot though"  
[X Link](https://x.com/Growthstocks54/status/2017785631187910944)  2026-02-01T02:22Z [---] followers, [---] engagements


"Was going to add since I like some othr developments. Cancer screening Super Bowl messaging peptides labs. Well see. $50 is so cheap people that were on the fence on glp1 would probably try it. zero hassle factor as well. Dealing with insurance can be a nightmare. Many plans and employers exclude it now too https://twitter.com/i/web/status/2019431783566086414 https://twitter.com/i/web/status/2019431783566086414"  
[X Link](https://x.com/Growthstocks54/status/2019431783566086414)  2026-02-05T15:23Z [---] followers, [--] engagements


"@Pharmdca Is there literately a new short report every few weeks on $app. Gets old after a while"  
[X Link](https://x.com/Growthstocks54/status/2019688613915865111)  2026-02-06T08:24Z [---] followers, [---] engagements


"@ThematicTrader Page [--] here. Didnt check if this is different than the pdf showing on the main screen https://s29.q4cdn.com/790247060/files/doc_earnings/2025/q4/presentation/VPG_2025-Q4-Earnings-Call-Slides.pdf https://s29.q4cdn.com/790247060/files/doc_earnings/2025/q4/presentation/VPG_2025-Q4-Earnings-Call-Slides.pdf"  
[X Link](https://x.com/Growthstocks54/status/2021578257531904397)  2026-02-11T13:33Z [---] followers, [--] engagements


"Started small position last week in $RDDT on a 55% pullback. Story snd numbers seem strong 70% YoY growth + 115% Rule of [--] Rapid margin expansion [--] EBITDA +55% (18x EV/EBITDA) High-20% revenue growth path through [----] 6x EBITDA on out-years AI data moat (licensed human content capital-light model). Top [--] most visited website. preserve rare human online communities. $2B+ net cash $1B buyback insider buying (recent $7.5M by director) [--] profitable quarters S&P [---] eligibility Analyst upgrades: Needham ($300 PT) Truist ($275 PT) Looks like a scaled compounder entering its operating leverage"  
[X Link](https://x.com/Growthstocks54/status/2022632274206806353)  2026-02-14T11:21Z [---] followers, [--] engagements


"Started small position last week in $RDDT on a 55% pullback. Story/ numbers seem strong 70% YoY growth + 115% Rule of [--] Rapid margin expansion [--] EBITDA +55% (18x EV/EBITDA) High-20% revenue growth path through [----] 6x EBITDA on out-years AI data moat (licensed human content capital-light model). Top [--] most visited website. preserve rare human online communities. $2B+ net cash $1B buyback insider buying (recent $7.5M by director) [--] profitable quarters S&P [---] eligibility Analyst upgrades: Needham ($300 PT) Truist ($275 PT) Looks like a scaled compounder entering its operating leverage phase."  
[X Link](https://x.com/anyuser/status/2022635858768121890)  2026-02-14T11:35Z [---] followers, [---] engagements


"In Defense of SaaS Microsoft is in a 26% drawdown. Oracle has been cut in half. Salesforce is getting demolished. Adobe ServiceNow Palantir - all taken to the woodshed. The software sector ETF (IGV) has plunged 28% http://x.com/i/article/2021979955752742912 http://x.com/i/article/2021979955752742912"  
[X Link](https://x.com/anyuser/status/2021999185172775288)  2026-02-12T17:25Z [----] followers, 1.2M engagements


"Started small position last week in $RDDT on a 55% pullback. Story/ numbers seem strong 70% YoY growth + 115% Rule of [--] Rapid margin expansion [--] EBITDA +55% (18x EV/EBITDA) High-20% revenue growth path through [----] 6x EBITDA on out-years AI data moat (licensed human content capital-light model). Top [--] most visited website. preserve rare human online communities. $2B+ net cash $1B buyback insider buying (recent $7.5M by director) [--] profitable quarters S&P [---] eligibility Analyst upgrades: Needham ($300 PT) Truist ($275 PT) Looks like a scaled compounder entering its operating leverage phase."  
[X Link](https://x.com/anyuser/status/2022635858768121890)  2026-02-14T11:35Z [---] followers, [---] engagements


"RT @ManthanTweets1: $RBRK @bipulsinha is saying Q4 was "very strong quarter" and Rubrik beat all guided metrics @WisemanCap @davey_juice"  
[X Link](https://x.com/anyuser/status/2019203807511736668)  2026-02-05T00:17Z [---] followers, [--] engagements


"$RBRK @bipulsinha is saying Q4 was "very strong quarter" and Rubrik beat all guided metrics @WisemanCap @davey_juice $RBRK exceeded all guidance metrics for Q4 based on preliminary results just published in an 8K. Their CRO is also leaving for another role & they internally promoted the replacement (Jesse Green). $RBRK exceeded all guidance metrics for Q4 based on preliminary results just published in an 8K. Their CRO is also leaving for another role & they internally promoted the replacement (Jesse Green)"  
[X Link](https://x.com/anyuser/status/2019186716209238111)  2026-02-04T23:10Z [----] followers, 22.3K engagements


"$RBRK exceeded all guidance metrics for Q4 based on preliminary results just published in an 8K. Their CRO is also leaving for another role & they internally promoted the replacement (Jesse Green)"  
[X Link](https://x.com/anyuser/status/2019177480003702935)  2026-02-04T22:33Z 190.2K followers, 53.6K engagements


"Started a small speculative position recently in $VPG a legacy precision sensing company with patented foil strain gauge and micro-measurement technology that is widely regarded as best-in-class for ultra-high-accuracy force sensing including robotic hands. Figure just announced Helix [--] with 3-gram fingertip force detection which aligns well with VPGs capabilities. VPG has disclosed two humanoid robot customers (one widely believed to be Tesla protected by nda) leaving a second unidentified and the prototype order timing lines up making Figure a plausible supplier. (Will find out more in"  
[X Link](https://x.com/anyuser/status/2016467278984851959)  2026-01-28T11:03Z [---] followers, [----] engagements


"Helix 02s tactile sensing and palm cameras unlock manipulation tasks beyond pure visionbased policies We demonstrate four tasks at the frontier of multi-fingered dexterity"  
[X Link](https://x.com/anyuser/status/2016208667096580535)  2026-01-27T17:56Z 166K followers, 35.1K engagements


"Here is a good summary I had come across that summarizes $vpg and potential opportunity https://open.substack.com/pub/mcarbo/p/vishai-precision-group-a-call-optionr=1or3o&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/mcarbo/p/vishai-precision-group-a-call-optionr=1or3o&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/anyuser/status/2016467692362904054)  2026-01-28T11:05Z [---] followers, [---] engagements


"One of the better deep dives on $ODD balanced on both strengths and risks. Ive been adding more aggressively in [----] due to disconnect between business quality + fundamentals/future growth vs. stock performance. Risk/reward looks compelling longer term assuming continued execution J.P Morgan lowered their PT on $ODD to $59 but Im raising the PT to $82. Here is my thesis why. Please like and share on substack if you found it helpful. https://t.co/8nZjojriZM https://t.co/AF8FH98jjY J.P Morgan lowered their PT on $ODD to $59 but Im raising the PT to $82. Here is my thesis why. Please like and"  
[X Link](https://x.com/anyuser/status/2014681629969580044)  2026-01-23T12:48Z [---] followers, [----] engagements


"J.P Morgan lowered their PT on $ODD to $59 but Im raising the PT to $82. Here is my thesis why. Please like and share on substack if you found it helpful. https://open.substack.com/pub/isolatedalpha/p/oddity-tech-profitable-ai-biotechr=3mcyrp&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/isolatedalpha/p/oddity-tech-profitable-ai-biotechr=3mcyrp&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/anyuser/status/2008589277807210675)  2026-01-06T17:19Z [----] followers, [----] engagements


"Started a position in $cava recently. Seems interesting on 60% pullback. Under-penetrated category: Mediterranean fast-casual aligned w/ health freshness & customization longer runway vs burgers/Mex Clear growth plan: [---] stores today 1200+ by [----] (18% unit CAGR) Self-funded expansion: Corporate profitability growth w/o dilution Elite unit economics: AUVs trending toward $3M New stores 40% cash-on-cash returns Proven scalability: Works across regions demographics & income levels Digital flywheel: 8M+ rewards members driving frequency higher tickets & first-party data Manufacturing advantage:"  
[X Link](https://x.com/anyuser/status/2007482497714508167)  2026-01-03T16:01Z [---] followers, [---] engagements


"2025 year-end update posted Substack. New positions initiated: $RBRK $CAVA $SEZL (w/ full write-ups) Reducing exposure: $ASTS $RKLB after strong runs Added to: $UBER $SE $MELI $META $ODD $ADBE $GRAB $ZETA +42% in [----] 26% CAGR over [---] years Linked below👇 https://open.substack.com/pub/growthstocks54/p/2025-year-end-review-new-positionsr=1or3o&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/growthstocks54/p/2025-year-end-review-new-positionsr=1or3o&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/anyuser/status/2007067225132286303)  2026-01-02T12:31Z [---] followers, [---] engagements


"Hard not to be bullish $asts after reading this statement from top exec at DOD or watching this recent video from Head of FCC praising the company/technology at HQ. linked. https://x.com/ast_spacemobile/status/1916915326152823229s=46 The Principal Director of Space Technology at the Department of War/DOD listed $ASTS AST SpaceMobile and $RKLB Rocketlab as his top two new space companies. Describing them as having "crossed a real line. Not in funding or ambition. In delivered capability." https://t.co/N8roAMjisa https://x.com/ast_spacemobile/status/1916915326152823229s=46 The Principal"  
[X Link](https://x.com/anyuser/status/2005482667123601778)  2025-12-29T03:35Z [---] followers, [---] engagements


"The Principal Director of Space Technology at the Department of War/DOD listed $ASTS AST SpaceMobile and $RKLB Rocketlab as his top two new space companies. Describing them as having "crossed a real line. Not in funding or ambition. In delivered capability.""  
[X Link](https://x.com/anyuser/status/2005363942475116567)  2025-12-28T19:43Z 16.4K followers, 103K engagements


"$sezl seems interesting on 60% pullback here. Started a small position to follow closer Rule of [---] check: 67% revenue growth + 23% net margins = [--] or [---] on adj ebitda basis Few fintechs approach this level of growth + profitability simultaneously. Quarterly GMV just crossed $1B; revenue grew 67% YoY without heavy marketing spend or loose underwriting. seems like high-quality growth. Net margins are 22.8% rivaling established payments companies Capital efficiency stands out. Capital turns 89x annually allowing Sezzle to dynamically reprice risk and adjust underwriting as conditions change."  
[X Link](https://x.com/anyuser/status/2004918598452621608)  2025-12-27T14:13Z [---] followers, 18K engagements


"*Other positives for $sezl include Sezzles customer experience: [---] App Store / [---] Google Play with 100K+ reviews [--] NPS world class. among the highest in BNPL strong repeat usage & referrals Marketplace advantage: access to thousands of top brands Includes Amazon Walmart Target Shein Airbnb Spend limits payment scheduling and financial literacy features encourage responsible usage The company introduced Payment Streaks which uses gamification to reward users for consistent on-time payments. More than BNPL evolving into a trusted commerce + financial wellness platform"  
[X Link](https://x.com/anyuser/status/2004969222213173439)  2025-12-27T17:34Z [---] followers, [---] engagements


"$ASTS A first for humanity and a major milestone event The largest and most powerful communication satellite ever deployed into low earth orbit. Larger than the Hubble Telescope. Here is a video to help get a sense of what was just achieved. Pretty incredible"  
[X Link](https://x.com/anyuser/status/2003690801021538329)  2025-12-24T04:54Z 16.4K followers, 52K engagements


"$reax seems intriguing. Impressive growth. Only trades at .5x sales growing 50%. Started a small position recently and wrote about the company here https://open.substack.com/pub/growthstocks54/p/the-real-brokerage-reax-write-uputm_source=app-post-stats-page&r=1or3o&utm_medium=ios https://open.substack.com/pub/growthstocks54/p/the-real-brokerage-reax-write-uputm_source=app-post-stats-page&r=1or3o&utm_medium=ios"  
[X Link](https://x.com/anyuser/status/1995704428834533753)  2025-12-02T03:59Z [---] followers, [---] engagements


"* $reax is disrupting the real estate brokerage industry with what seems like a better model to incentivize brokers and fully integrate the tech stack to upsell higher margin products like mortgage or title. Cash flow positive with zero debt and founder led. One of the fastest growing companies over the last [--] years. Seems interesting"  
[X Link](https://x.com/anyuser/status/1995853644046962771)  2025-12-02T13:52Z [---] followers, [---] engagements

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