#  @HatedMoats Hated Moats Investor
Novo Nordisk ($NVO) is facing increased competition in the obesity drug market, with Eli Lilly ($LLY) announcing a price hike for its rival drug Mounjaro and pharmacies steering patients towards Novo Nordisk's Wegovy. Additionally, a new FDA report flagged contamination issues, including cat hair and bacteria, at Novo Nordisk's Bloomington plant. Meanwhile, investors are discussing and analyzing various stocks, including Adobe ($ADBE), ASML ($ASML), and others, with some highlighting their strong competitive advantages, or "moats".
### Engagements: [------] [#](/creator/twitter::1830317662892654592/interactions)

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- [--] Month [---------] +204%
- [--] Months [---------] +1,623%
### Mentions: [--] [#](/creator/twitter::1830317662892654592/posts_active)

- [--] Week [---] +0.99%
- [--] Month [---] +48%
- [--] Months [-----] +897%
### Followers: [------] [#](/creator/twitter::1830317662892654592/followers)

- [--] Week [------] +3%
- [--] Month [------] +11%
- [--] Months [------] +844%
### CreatorRank: [-------] [#](/creator/twitter::1830317662892654592/influencer_rank)

### Social Influence
**Social category influence**
[finance](/list/finance) #5102 [stocks](/list/stocks) #4018 [technology brands](/list/technology-brands) 14.81% [social networks](/list/social-networks) 2.96% [currencies](/list/currencies) #2284 [countries](/list/countries) 1.48% [celebrities](/list/celebrities) 1.48% [cryptocurrencies](/list/cryptocurrencies) 0.74%
**Social topic influence**
[$nvo](/topic/$nvo) #7, [$hims](/topic/$hims) #42, [novo](/topic/novo) #974, [$adbe](/topic/$adbe) #14, [$lly](/topic/$lly) #4, [$pypl](/topic/$pypl) #789, [ceo](/topic/ceo) #1324, [if you](/topic/if-you) 4.44%, [bullish](/topic/bullish) #471, [$csuto](/topic/$csuto) #15
**Top accounts mentioned or mentioned by**
[@stockfins](/creator/undefined) [@ichlerne2](/creator/undefined) [@karthicktrot](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@mrderivatives](/creator/undefined) [@jarad1821](/creator/undefined) [@halloranholding](/creator/undefined) [@yannickmrcrypto](/creator/undefined) [@thetechinvest](/creator/undefined) [@tacticzh](/creator/undefined) [@cronosbro](/creator/undefined) [@hypergrowth102](/creator/undefined) [@arthritisfinger](/creator/undefined) [@paul_221144](/creator/undefined) [@grok](/creator/undefined) [@dumbobservation](/creator/undefined) [@windfallinvests](/creator/undefined) [@boxing_alba](/creator/undefined) [@dividendtsar](/creator/undefined)
**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Adobe, Inc. (ADBE)](/topic/$adbe) [Eli Lilly and Company (LLY)](/topic/$lly) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [WIX.com Ltd. (WIX)](/topic/$wix) [Duolingo, Inc. (DUOL)](/topic/$duol) [UnitedHealth Group (UNH)](/topic/$unh) [Figma, Inc. (FIG)](/topic/$fig) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Netflix Inc (NFLX)](/topic/$nflx) [Now Coin (NOW)](/topic/$now) [Salesforce Inc (CRM)](/topic/$crm) [DLocal Limited (DLO)](/topic/$dlo) [Bank of America (BAC)](/topic/bank-of-america) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Ethereum (ETH)](/topic/$eth) [Pfizer, Inc. (PFE)](/topic/$pfe) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Iris Energy Limited (IREN)](/topic/$iren)
### Top Social Posts
Top posts by engagements in the last [--] hours
"๐จ I'll exit my $NVO position if Novo doesn't take a direct and strong stance and won't sue the living ๐ฉ out of $HIMS. It's as simple as that. This must be unacceptable from Novo's point of view. If they do nothing yet again it'll show the new management of Novo Nordisk is just as incompetent as the last one and that'll break my investment thesis. They messed up massively with injectables. They can't afford the same mistake with oral pills especially with $LLY being a light year ahead of them already. I won't wait until $NVO becomes a full scale $PYPL of pharma - a wonderful company ruined"
[X Link](https://x.com/HatedMoats/status/2019426301912731918) 2026-02-05T15:02Z 10.8K followers, 53.9K engagements
"$HIMS was the most attractive stock on Jan [--]. Shit hits the fan. Feb 8th: Of course I did sell at the top. Naturally. How convenient. ๐คก @TheTechInvest what gives Please do consider changing profile pic. This is a disgrace to the legend of Peter Lynch"
[X Link](https://x.com/HatedMoats/status/2020463317798539695) 2026-02-08T11:42Z 10.8K followers, 151.8K engagements
"Nice surprise today - my thesis on $DLO got picked up by a finance outlet. Their conclusion is too lukewarm for my taste though. DLocal is still undervalued. Back to work DCFriday valuation coming tomorrow and it's gonna be an interesting one"
[X Link](https://x.com/HatedMoats/status/2011911391490281775) 2026-01-15T21:20Z 10.8K followers, [----] engagements
"๐จDCFriday #008 $CSU.TO found itself in the crossfire of AI fears & SaaS carnage. Is it currently undervalued I teamed up with @TacticzH to answer this question backed by fair assumptions and a lot of maths. :) Read the whole analysis on SS link in bio & replies. ๐"
[X Link](https://x.com/HatedMoats/status/2014826557550793064) 2026-01-23T22:24Z 10.7K followers, [----] engagements
"๐จ Novo CRUSHING it Bank of America analysts calculate that the oral version needs about [----] prescriptions per week in order for the company to meet [----] sales estimates. They're currently at 10x that. Impressive. If there has been anything bullish for $NVO it's this"
[X Link](https://x.com/HatedMoats/status/2015829627176939945) 2026-01-26T16:50Z 10.5K followers, 43.3K engagements
"Nancy sold [----] shares of $PYPL. Not looking good boys and girls. The Pain shall continue"
[X Link](https://x.com/HatedMoats/status/2015886745498173768) 2026-01-26T20:37Z 10.5K followers, 96.3K engagements
"Nothing to see here with $UNH really. Just a low-beta mega-cap company plunging 20% in a day i.e. harder than no revenue near bankruptcy meme stocks. Make it make sense"
[X Link](https://x.com/HatedMoats/status/2016206333947613256) 2026-01-27T17:47Z 10.5K followers, 11.6K engagements
"@TacticzH The whole analysis: https://hatedmoats.substack.com/p/constellation-software-dcf-valuation https://hatedmoats.substack.com/p/constellation-software-dcf-valuation"
[X Link](https://x.com/HatedMoats/status/2016561656059306365) 2026-01-28T17:18Z 10.7K followers, [---] engagements
"Locked in for the earnings call of a company I own [--] shares of"
[X Link](https://x.com/HatedMoats/status/2016605077692170718) 2026-01-28T20:11Z 10.5K followers, [----] engagements
"People in denial are really trying to keep $NVO below $60"
[X Link](https://x.com/HatedMoats/status/2016792192178630838) 2026-01-29T08:35Z 10.6K followers, 19.4K engagements
"$ADBE wanted to acquire $FIG for $20B in [----]. Figma's market cap is currently $14.9B. Well well well"
[X Link](https://x.com/HatedMoats/status/2016849560048402892) 2026-01-29T12:23Z 10.8K followers, 37.8K engagements
"@realjarah Lose another billion due to regulators :)"
[X Link](https://x.com/HatedMoats/status/2016936499611050214) 2026-01-29T18:08Z 10.5K followers, [---] engagements
"Gates Foundation Trust reduced its reported $MSFT position by 17M shares (65%) in Q3 [----]. Q4 results: stock down 12% despite expectations beat. The question is does Bill Gates know something Is there something wrong within the company to begin with What do you think Disclaimer: I own $MSFT with avg. price of $69.83 per share https://twitter.com/i/web/status/2016951819675500742 https://twitter.com/i/web/status/2016951819675500742"
[X Link](https://x.com/HatedMoats/status/2016951819675500742) 2026-01-29T19:09Z 10.6K followers, [----] engagements
"๐จ $NVO BUY For the record I bought the dip yesterday. Are you still buying Novo"
[X Link](https://x.com/HatedMoats/status/2017218374359486710) 2026-01-30T12:48Z 10.6K followers, 13.6K engagements
"I really wanted [---] more shares of $NBIS below $90 thank you very much"
[X Link](https://x.com/HatedMoats/status/2017311206705410532) 2026-01-30T18:57Z 10.7K followers, [----] engagements
"๐จ DCFriday #009 is OUT NOW The company: $WIX A massive buyback program of $2B announced recently. Its on verge of being deeply undervalued and here is my math to prove it. Link for the full DCF including potential impact of the buybacks in the bio & comment. ๐"
[X Link](https://x.com/HatedMoats/status/2017367651211686220) 2026-01-30T22:41Z 10.8K followers, [----] engagements
"Every single investor that has sold $GOOGL in the past [--] months will regret it by 2030"
[X Link](https://x.com/HatedMoats/status/2017555932981391616) 2026-01-31T11:09Z 10.7K followers, 11.6K engagements
"@palipappi Thanks for the ๐ฎ"
[X Link](https://x.com/HatedMoats/status/2017671419086229551) 2026-01-31T18:48Z 10.5K followers, [--] engagements
"If you bought $CSU.TO in March [----] you were up +100% at one point and now you're breakeven. Look how they massacred my boy"
[X Link](https://x.com/HatedMoats/status/2017903949857058878) 2026-02-01T10:12Z 10.7K followers, 11.4K engagements
"I propose switching $DUOL to this colour since it reflects the way the stock has been trading for months"
[X Link](https://x.com/HatedMoats/status/2018241294439477538) 2026-02-02T08:33Z 10.7K followers, 10.4K engagements
"Woah easy there with those gains cowboy We're not used to that $ADBE"
[X Link](https://x.com/HatedMoats/status/2018300292270268444) 2026-02-02T12:27Z 10.8K followers, 11.5K engagements
"Good summary about why $ADBE is not going anywhere. Thread by @FluentInQuality keep up the good work AI is disrupting $ADBE That's what the bears say. But it's far from the truth. It's a cash machine that's going to give investors 100% on their investment. Here's why $ADBE will loudly continue to dominate the creative industry: ๐งต๐๐ป https://t.co/zFmybyTCEu AI is disrupting $ADBE That's what the bears say. But it's far from the truth. It's a cash machine that's going to give investors 100% on their investment. Here's why $ADBE will loudly continue to dominate the creative industry: ๐งต๐๐ป"
[X Link](https://x.com/HatedMoats/status/2018375088043638959) 2026-02-02T17:24Z 10.8K followers, 15.4K engagements
"Dear $PYPL Regarding todays earnings I remain exceedingly eager to receive the aforementioned "rewards" (see attachment). Thank you for understanding & cooperation PainPal. Hopefully-soon-not-yours anymore Hated Moats"
[X Link](https://x.com/HatedMoats/status/2018634106654036361) 2026-02-03T10:34Z 10.5K followers, [----] engagements
"What an absolute disaster of a company $PYPL is. The CEO was the whole bull case (and don't forget buybacks). Gone. MY POSITION: Private Portfolio As I mentioned my intention here sometime in December I sold the position in my private portfolio (@ [--] per share) on Jan [--] at $56.58; with a -15.55% loss. I intended to hold until reaching breakeven but I realised it would a) never happen or b) take too long to happen. A) is now more probable and it was a good decision to cut this weed out. The better decision would be not to deliberately plant it in the first place especially when it felt off."
[X Link](https://x.com/HatedMoats/status/2018682966491222523) 2026-02-03T13:48Z 10.8K followers, 11.8K engagements
"All community members of $PYPL right now"
[X Link](https://x.com/HatedMoats/status/2018703821422084563) 2026-02-03T15:11Z 10.8K followers, [----] engagements
"It was in fact not a great time to add $ETH. In my opinion its a great time to add $ETH. In my opinion its a great time to add $ETH"
[X Link](https://x.com/HatedMoats/status/2018783977084203235) 2026-02-03T20:29Z 10.5K followers, [----] engagements
"$NVO tanked 14.6% on ugly not fundamentals breaking news. It has beta of [----]. $PYPL basically announced the company is dead and the stock was down only 20% with beta of [----]. $ADBE down 7.3% () on ZERO news just common SaaS hate vibe. What the hell is even this market"
[X Link](https://x.com/HatedMoats/status/2018799175388004514) 2026-02-03T21:30Z 10.8K followers, 89.5K engagements
"@DividendDynasty Sad to see how painpal virtually died in front of our eyes but it was a good decision. I also initiated a position in $NFLX today. Good luck mate"
[X Link](https://x.com/HatedMoats/status/2018800992285057177) 2026-02-03T21:37Z 10.5K followers, [----] engagements
"@Don_Vito007 I've had a funny feeling about it went for it as an asymmetric speculative bet similarly to $DUOL. Glad it was very small part of the port but somehow due to disappointment it hurts the same haha"
[X Link](https://x.com/HatedMoats/status/2018802451256869095) 2026-02-03T21:43Z 10.5K followers, [--] engagements
"@discipleofcycle Yeah see @Mr_Derivatives and his TA on PayPal. Didn't go much better than fundamental analysis"
[X Link](https://x.com/HatedMoats/status/2018803975156572661) 2026-02-03T21:49Z 10.5K followers, [----] engagements
"@Mr_Derivatives All based on AI noise which is ridiculous. Adobe is utilising AI better than anyone in the field and objective data show it. The high switching costs & deep integration in enterprises are just one of many reasons why it's so undervalued"
[X Link](https://x.com/HatedMoats/status/2018822253375574437) 2026-02-03T23:01Z 10.5K followers, [----] engagements
"@cronosbro Glad your dedication of following me looks constructive. Delete $PFE there though I've never owned it"
[X Link](https://x.com/HatedMoats/status/2018823310503751718) 2026-02-03T23:05Z 10.5K followers, [--] engagements
"Yes and I personally think it's a (big) mistake. Excluding a huge accounting tailwind that would make reported [----] look much better is not the go-to approach in this environment. Yes its also arguably the more honest way to guide. But we live in a market where it moves based on how it looks on the surface not what it actually is under it. This underpromise overdeliver malarkey is not the right approach imo. https://twitter.com/i/web/status/2018996036866342921 https://twitter.com/i/web/status/2018996036866342921"
[X Link](https://x.com/HatedMoats/status/2018996036866342921) 2026-02-04T10:32Z 10.5K followers, [---] engagements
"If you bought the dip of $CSU.TO two weeks ago on Jan [--] [----] you're down 14.5% on that position by now. I know this because I bought $CSU.TO on Jan [--] [----] and I'm down over 14.5% on that position"
[X Link](https://x.com/HatedMoats/status/2019060067589386457) 2026-02-04T14:46Z 10.7K followers, [----] engagements
"Remember this tweet Yeah that was really the final red flag. $PYPL is down almost -28% since this tweet. Nancy sold [----] shares of $PYPL. Not looking good boys and girls. The Pain shall continue. https://t.co/cCXsu7C269 Nancy sold [----] shares of $PYPL. Not looking good boys and girls. The Pain shall continue. https://t.co/cCXsu7C269"
[X Link](https://x.com/HatedMoats/status/2019104167068070236) 2026-02-04T17:42Z 10.5K followers, [----] engagements
"My portfolio is bleeding everywhere it possibly can. All my covered calls are doing well which is nice. If you own companies you like and you understand why you own it there's no room for panic. $RKLB"
[X Link](https://x.com/HatedMoats/status/2019164381976633660) 2026-02-04T21:41Z 10.5K followers, [----] engagements
"@investseekers It's really simple. Has a no-moat 5.5B market cap sketchy grey zone front shop company spent high hundreds of millions to up to a $1B+ in R&D that took the last decade If not they're lying"
[X Link](https://x.com/HatedMoats/status/2019460169541808266) 2026-02-05T17:16Z 10.5K followers, [----] engagements
"@HimsHersComms What you and your company do is dangerous illegal AND bad. Not for 'the marketplace' but for the people. And FDA itself said so. So perhaps stop being pathetic this won't help your company falling apart it will accelerate the fall"
[X Link](https://x.com/HatedMoats/status/2019473411869708795) 2026-02-05T18:09Z 10.6K followers, [----] engagements
"BREAKING: Grifters partnering with grifters ๐ค Why am I not surprised ๐ [--]. Tech is real in theory. That means nothing in real life use. [--]. Avoiding stomach acid is just the beginning. What matters most is bioavailability - how much of the active part of the drug gets actually absorbed Real companies like $NVO and $LLY know this reliably due to massive scientific research. [--]. Compounding grifters on the other hand are in the "I guess" "maybe" and "could work" category. They don't really care and don't really know either. [--]. No real researcher. There is no published clinical trial data no"
[X Link](https://x.com/HatedMoats/status/2019478716644983036) 2026-02-05T18:30Z 10.5K followers, 12.9K engagements
"@jarad1821 Yeah but what can you do really Lilly is the clear winner (and has been for a while) and all Novo can do is go and try to be the second best. They can do it but they need to work hard and execute well"
[X Link](https://x.com/HatedMoats/status/2019480547811045520) 2026-02-05T18:37Z 10.5K followers, [---] engagements
"@stats_feed I'm at $0 on this chart. Thanks needed that kind of encouragement"
[X Link](https://x.com/HatedMoats/status/2019483958031908947) 2026-02-05T18:51Z 10.8K followers, 95.5K engagements
"$HIMS is still a boom and bust story. And there's a lot of the bust recently. Prime example today. Boom: +20% for deceiving marketing. Bust: back to -3%+ when hit by reality. All intraday. Very stupid thing to do by $HIMS. Seems thematic to their CEO though. $HIMS is a boom and bust story. Change my mind. $HIMS is a boom and bust story. Change my mind"
[X Link](https://x.com/HatedMoats/status/2019497772487999688) 2026-02-05T19:46Z 10.5K followers, 14.9K engagements
"@DudeWhoInvests They're busy vibe-coding $ADBE and $NOW first. Wait for your turn"
[X Link](https://x.com/HatedMoats/status/2019510750822424901) 2026-02-05T20:37Z 10.8K followers, [----] engagements
"Anyway I know all these facts about data and real scientific research must be confusing & overwhelming for a simpler one like yourself since you've never encountered them with $HIMS but if you'll try hard enough you might be able to understand at least [--] of the points above some day. Good luck https://twitter.com/i/web/status/2019553467635843523 https://twitter.com/i/web/status/2019553467635843523"
[X Link](https://x.com/HatedMoats/status/2019553467635843523) 2026-02-05T23:27Z 10.5K followers, [---] engagements
"What the hell is even that. Incoming: Mikey-boy showing off how he made a killing shorting his own company ๐๐ $IREN"
[X Link](https://x.com/HatedMoats/status/2019554936460304701) 2026-02-05T23:33Z 10.5K followers, [----] engagements
"Well well well. $HIMS ๐ $NVO $LLY FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
[X Link](https://x.com/HatedMoats/status/2019559305012474366) 2026-02-05T23:50Z 10.8K followers, [----] engagements
"@StockTrader_Max Go ahead and sell because it's a no moat company that's grifting inefficient potentially dangerous medications to desperate enough people. Don't blame big pharma for being the ones actually playing according to the rules"
[X Link](https://x.com/HatedMoats/status/2019796723078443368) 2026-02-06T15:33Z 10.6K followers, [----] engagements
"@Focus_NOPAT @grok tell this lad about the rule that compounders cant make and mass-sell drugs that are essentially copies of an FDA-approved commercially available product as seen in recent $HIMS vs $NVO Wegovy pill feud"
[X Link](https://x.com/HatedMoats/status/2019800546727641325) 2026-02-06T15:49Z 10.6K followers, [---] engagements
"There's no compounding leeching without real pharmaceutical companies that do R&D in decades and billions of dollars. If they don't do the hard work there's nothing to knockoff for the grifters. Companies like $HIMS will be forgotten [---] times before companies like $NVO or $LLY actually "crash". https://twitter.com/i/web/status/2019801064816484779 https://twitter.com/i/web/status/2019801064816484779"
[X Link](https://x.com/HatedMoats/status/2019801064816484779) 2026-02-06T15:51Z 10.6K followers, [---] engagements
"So you as a US citizen are asking me an EU citizen why is healthcare system messed up in. USA Is Novo Nordisk the only company doing this How about an American company Eli Lilly I'm not saying you're wrong in this or that it's okay. But this is really more of a case of "don't hate the player hate the game". And the game is played differently in every part of the world. It's not really Novo's fault it's played like this in the US. Original discovery of GLP-1 has very little to do with how it's used now / of which patent it's part of now. https://twitter.com/i/web/status/2019810967056425418"
[X Link](https://x.com/HatedMoats/status/2019810967056425418) 2026-02-06T16:30Z 10.8K followers, [---] engagements
"@DumbObservation For anyone reading in vivo basically means "inside a living organism". Cheers for the comment glad I have this smart people around here. And yes that's bad. And unsafe"
[X Link](https://x.com/HatedMoats/status/2019812353307787481) 2026-02-06T16:36Z 10.6K followers, [---] engagements
"@hypergrowth102 Could be. Compounded BS drugs with questionable effectivity and safety profile are not the answer though. I'm saying this as a physician not some sort of big pharma defender"
[X Link](https://x.com/HatedMoats/status/2019813359827525990) 2026-02-06T16:40Z 10.6K followers, [---] engagements
"Has there been a serious scientific research conducted to back the claim of Hims being a quality compounder With comparative analysis to the low quality compounders Trust me bro doesn't work in evidence based medicine. And having lots of consumers in this case is more work of marketing not actual product. https://twitter.com/i/web/status/2019815588307128674 https://twitter.com/i/web/status/2019815588307128674"
[X Link](https://x.com/HatedMoats/status/2019815588307128674) 2026-02-06T16:48Z 10.7K followers, [--] engagements
"@hypergrowth102 Yes driven by actual verifiable scientific research is being sheep. Going for borderline conspiracy rubbish just to defend one's poor investment & bagholding with zero evidence or serious research done is being the smart one here"
[X Link](https://x.com/HatedMoats/status/2019820521530233268) 2026-02-06T17:08Z 10.5K followers, [--] engagements
"I blocked a $HIMS geezer with Timothy Chameleon as a profile pic so I wouldn't know but I do remember back in the day he called a mate for help in one of my posts to ridicule me claiming how the stock is going to $100 by the end of [----]. It's sub $20 now. Where it belongs honestly. Are these super confident albeit ignorant people okay now https://twitter.com/i/web/status/2019916666159657307 https://twitter.com/i/web/status/2019916666159657307"
[X Link](https://x.com/HatedMoats/status/2019916666159657307) 2026-02-06T23:30Z 10.7K followers, [----] engagements
"@RJCcapital "we'll destroy the big evil pharma" (market cap under $5B)"
[X Link](https://x.com/HatedMoats/status/2019926388774695276) 2026-02-07T00:09Z 10.6K followers, [----] engagements
"@compound248 I was getting comments the entire day today of "are you stupid Hims wasn't explicitly named there". When you run on denial of hopium and copium this hard you perhaps deserve to lose"
[X Link](https://x.com/HatedMoats/status/2019928351516016949) 2026-02-07T00:17Z 10.7K followers, [---] engagements
"@alc2022 FDA September 2025: don't use "the same active ingredient as Wegovy" verbatim Hims February 2026: "the same active ingredient as Wegovy" Wonderful execution indeed"
[X Link](https://x.com/HatedMoats/status/2020101936188371270) 2026-02-07T11:46Z 10.7K followers, 17.1K engagements
"@mvcinvesting It's also a cohort of retail investors that's the most emotionally attached to a stock I've ever seen. They're willing to deliberately detach from reality in order to keep being attached to the stock"
[X Link](https://x.com/HatedMoats/status/2020174492018839823) 2026-02-07T16:35Z 10.8K followers, [----] engagements
"@Stockfins "Having the second best product in duopoly is worse than not having any." Hands down you win. That's the stupidest thing I've read this week. And I've read delusion people claim "this is good marketing for hims". Wow"
[X Link](https://x.com/HatedMoats/status/2020227518360330389) 2026-02-07T20:05Z 10.7K followers, [---] engagements
"@Stockfins Lilly being the winner doesn't invalidate Novo performing well in a market with size of $120B by 2030"
[X Link](https://x.com/HatedMoats/status/2020230564801040472) 2026-02-07T20:17Z 10.7K followers, [---] engagements
"@A_May_MD Greed. They were put on the map and spotlight and got majority of growth thanks to knocking off $NVO's injectibles. Needed more. Tried to pretend they got the pill too. Now they won't have either"
[X Link](https://x.com/HatedMoats/status/2020307473127862518) 2026-02-08T01:23Z 10.7K followers, [----] engagements
"The full article: https://hatedmoats.substack.com/p/novo-nordisk-fy2025-review-and-2026utm_source=share&utm_medium=android&r=64830n&triedRedirect=true https://hatedmoats.substack.com/p/novo-nordisk-fy2025-review-and-2026utm_source=share&utm_medium=android&r=64830n&triedRedirect=true"
[X Link](https://x.com/HatedMoats/status/2020437609315778768) 2026-02-08T10:00Z 10.7K followers, [----] engagements
"๐จ JUST IN: $HIMS about to announce that from Monday on they'll be mainly compounding hopium and copium. As a source they'll knockoff the hurt feelings and heavy bags of their shareholders. The report says this could drive majority of growth in [----]. Bullish"
[X Link](https://x.com/HatedMoats/status/2020441562480595446) 2026-02-08T10:16Z 10.8K followers, 32.3K engagements
"@topdogbiteshard No that happens to be you defending a nonexistent investment thesis dear"
[X Link](https://x.com/HatedMoats/status/2020613240720638088) 2026-02-08T21:38Z 10.8K followers, [--] engagements
"@Mr_Derivatives And is there that the odds increased +2% up to 5% now Do thoughts & prayers increase the odds"
[X Link](https://x.com/HatedMoats/status/2020617282058322302) 2026-02-08T21:54Z 10.7K followers, [----] engagements
"@GreenPipsTrade Hims is as much biotech as I am Johnny Depp though"
[X Link](https://x.com/HatedMoats/status/2020786717725184311) 2026-02-09T09:07Z 10.8K followers, [---] engagements
"@WindfallInvests Give it some time it will"
[X Link](https://x.com/HatedMoats/status/2020983611886010411) 2026-02-09T22:10Z 10.8K followers, [--] engagements
"Not particularly bullish as they'd still be just the middle man but I wouldn't be bearish supposed they wouldn't be parasitic grifters like they are now. Bullish maybe with time if fundamentals and numbers would hold because I think the telehealth core has huge potential they just ruined it with greed in weight loss space. https://twitter.com/i/web/status/2020992874125373472 https://twitter.com/i/web/status/2020992874125373472"
[X Link](https://x.com/HatedMoats/status/2020992874125373472) 2026-02-09T22:47Z 10.8K followers, [--] engagements
"@CapitalP_trades The level of cope is truly exceptionally delusional"
[X Link](https://x.com/HatedMoats/status/2021104770115596528) 2026-02-10T06:11Z 10.8K followers, [--] engagements
"@TacticzH ASML is the closest we ever get to science fiction coming true and people don't even know about it"
[X Link](https://x.com/HatedMoats/status/2021207650361315502) 2026-02-10T13:00Z 10.8K followers, [---] engagements
"@DudeWhoInvests Yet another X favourite becoming a goner YTD. Tough [----] for X stock pickers so far"
[X Link](https://x.com/HatedMoats/status/2021211192836989432) 2026-02-10T13:14Z 10.8K followers, 10.1K engagements
"@Mr_Derivatives $NVO's always gonna win. And it's not because of 'Big Pharma'"
[X Link](https://x.com/HatedMoats/status/2021289248326865282) 2026-02-10T18:24Z 10.8K followers, [----] engagements
"@Tradinvestlysis Not everything is about competition. Also for the 1000th time Novo has no need of beating anyone. In a business if you have excess cash in certain situations buybacks make the most sense. Novo Nordisk is objectively in such situation"
[X Link](https://x.com/HatedMoats/status/2021535410220945848) 2026-02-11T10:42Z 10.8K followers, [--] engagements
"@Ron_Trades @TheTechInvest Yeah but it's frustrating because then it's crooked players winning in a game that should get the hate because of what gets attention. Clown like this has 50k+ followers and people putting out thorough research have 500"
[X Link](https://x.com/HatedMoats/status/2021692248111411316) 2026-02-11T21:06Z 10.8K followers, [--] engagements
"$ADBE BUY ๐จ I was asked why I'm not 'patient' and don't wait until it reverses. a) I have the same conviction b) I have capital do deploy c) I have a price to average down. Why wait if I can buy at a lower price I also bought $CSU.TO at C$2719.93. What did you buy today"
[X Link](https://x.com/HatedMoats/status/2013720785630707974) 2026-01-20T21:10Z 10.8K followers, [----] engagements
"I read first time about Base44 on r/SaaS about half a year ago when its founder did an AMA there. It was about Base44 being acquired by $WIX. Really inspiring story for anyone interested in SaaS in AI age and the metrics of Base44 prove why $WIX will succeed in the AI age. $WIX Another all-time high for Base44s daily visits. From 428.5k on January [--] to 482.8k on January [--]. https://t.co/lRGsUQEUXX $WIX Another all-time high for Base44s daily visits. From 428.5k on January [--] to 482.8k on January [--]. https://t.co/lRGsUQEUXX"
[X Link](https://x.com/HatedMoats/status/2017974638811185532) 2026-02-01T14:53Z 10.8K followers, [----] engagements
"๐จ BREAKING: Novo down -14% and here's why. The News $NVO delivered a [----] report that on the surface still looks like the machine's running. Sales reached DKK [-----] billion for [----] up 6% in Danish kroner and up 10% at constant exchange rates (CER). Operating profit came in at DKK [-----] billion down 1% in Danish kroner but up 6% at CER. Management also noted that about DKK [--] billion of company-wide transformation costs weighed on profitability. Without those costs operating profit growth would have looked meaningfully stronger. The core engine remains obesity and diabetes care. That segment"
[X Link](https://x.com/HatedMoats/status/2018744841144873082) 2026-02-03T17:54Z 10.8K followers, 36.6K engagements
"Remember when it was the time for $NVO to market the living poo out of oral GLP-1 launch And truly shine and pump the stock The CEO was like "well yeah that's nice and all but the pressure on pricing power will be bad :(" This must be the problem with us Europeans. If $LLY was the first with oral pill its stock would mooned to $1200 per share before this plunge just due to marketing and hype caused around it. These stuff matter. Chef's kiss Release the most important data a day ahead during US trading hours so you don't have the time for people to actually analyse the news only panic around"
[X Link](https://x.com/HatedMoats/status/2018766442590519774) 2026-02-03T19:20Z 10.8K followers, 16.2K engagements
"It's like the first mover advantage in oral weight loss drugs didn't even happen. Rather brutal. $NVO could be dead money for 12-24 months after this guidance. Who's not ready to hold for [--] years from now shouldn't hold at all in my opinion"
[X Link](https://x.com/HatedMoats/status/2018990193701777614) 2026-02-04T10:09Z 10.8K followers, 26.7K engagements
"Uncanny resemblance. Both visually and emotionally. $NVO"
[X Link](https://x.com/HatedMoats/status/2019333182567723343) 2026-02-05T08:52Z 10.8K followers, [----] engagements
"๐จ $NVO WILL SUE $HIMS โ Novo Nordisk issued a statement on [--] February [----] accusing Hims & Hers of illegal mass compounding and deceptive advertising after Hims said it will mass-market a compounded semaglutide pill. Novo says the product is unapproved inauthentic and untested poses patient safety risks and that Novo will pursue legal and regulatory action to protect patients its IP and the FDA approval framework. Novo also drew a clear product-differentiation line. It says only Novo manufactures an FDA-approved oral Wegovy pill that uses SNAC technology to enable semaglutide absorption and"
[X Link](https://x.com/HatedMoats/status/2019456664743682375) 2026-02-05T17:02Z 10.8K followers, [----] engagements
"$NVO went from November's low to January's high up +42%. It took a little over [--] months to do so. It went down over -32% from that high. That took [--] days. -20% of that happened in [--] days. Up +7.5% in pre-market today on the news that FDA will do its job. Low beta stock. https://twitter.com/i/web/status/2019742581295342021 https://twitter.com/i/web/status/2019742581295342021"
[X Link](https://x.com/HatedMoats/status/2019742581295342021) 2026-02-06T11:58Z 10.8K followers, [----] engagements
"$HIMS what's the ingredient you use so you're able to copy $NVO this quickly $HIMS:"
[X Link](https://x.com/HatedMoats/status/2019799055157657864) 2026-02-06T15:43Z 10.8K followers, [----] engagements
"๐จ I bought Netflix I was busy putting together an article about Novo Nordisk (out later today) but to remain transparent and consistent of what I claimed here before I bought $NFLX once it hit $80 per share. Bought: [---] shares @ $80.09 per share on Tuesday Feb [--] [----]. Smaller position in Hated Moats Portfolio as well. What do you think about Netflix Was it a good buy https://twitter.com/i/web/status/2019817282013188463 https://twitter.com/i/web/status/2019817282013188463"
[X Link](https://x.com/HatedMoats/status/2019817282013188463) 2026-02-06T16:55Z 10.8K followers, [----] engagements
"Hope $HIMS doesn't think this solves everything. Actions even the reverted ones have consequences"
[X Link](https://x.com/HatedMoats/status/2020224486469972028) 2026-02-07T19:53Z 10.8K followers, 11K engagements
"@Mindset4Money_X @TheTechInvest Calling out a grifter is not hating. Bro smartly didn't say December of which year though ๐"
[X Link](https://x.com/HatedMoats/status/2020596863754227857) 2026-02-08T20:33Z 10.8K followers, [----] engagements
"Monday: HIMS: we don't offer the pill anymore $HIMS's stock +15% $NVO: we don't care still suing Stock -15% FDA: yup this time you're cooked Stock another -15% HIMS: look tirzepatide pill even before Lilly launched it +20% $LLY: right now we're suing too - 50% I expect something along these lines. :) https://twitter.com/i/web/status/2020611410380611766 https://twitter.com/i/web/status/2020611410380611766"
[X Link](https://x.com/HatedMoats/status/2020611410380611766) 2026-02-08T21:31Z 10.8K followers, 44.7K engagements
"๐จ THIS JUST IN A conversation between $HIMS management and their shareholders just took place. You can watch it exclusively here. ๐"
[X Link](https://x.com/HatedMoats/status/2020891311763554516) 2026-02-09T16:03Z 10.8K followers, [----] engagements
"You could say the bad news for $HIMS are. compounding. Finally $NVO is doing marketing right. When it comes to GLP-1 medicines how theyre made matters. FDA-approved semaglutide medicines are backed by rigorous testing and ongoing safety monitoringavailable now. You deserve medicine held to the highest standards not a knockoff. Explore options: https://t.co/iXjoD0xfC6 https://t.co/7EfVHCtvXv When it comes to GLP-1 medicines how theyre made matters. FDA-approved semaglutide medicines are backed by rigorous testing and ongoing safety monitoringavailable now. You deserve medicine held to the"
[X Link](https://x.com/HatedMoats/status/2021116495640601013) 2026-02-10T06:58Z 10.8K followers, [----] engagements
"I was about to post $ABDE green for the day What's going on but nevermind"
[X Link](https://x.com/HatedMoats/status/2021289622572298269) 2026-02-10T18:26Z 10.8K followers, [----] engagements
"They're not the same. The bottom line we agree on is [--] years performance is not enough period to claim something especially in a bull market. With some of his picks and their recent performance it's still hard to believe such return. Anyone can fake a chart like that. Unless someone shares real time/minimally delayed portfolio there's no way to prove your claims anyway so unless you do that you shouldn't claim those returns as a "selling" or "proving" point either. Unless you know you're trying to sell something and being honest is not a good marketing fit."
[X Link](https://x.com/HatedMoats/status/2021511432114720858) 2026-02-11T09:07Z 10.8K followers, [---] engagements
"@Karthicktrot @himshouse @TheLongInvest Brother why would you add me with those two accounts ๐ญ"
[X Link](https://x.com/HatedMoats/status/2021584554994049165) 2026-02-11T13:58Z 10.8K followers, [---] engagements
"@AgarWoodCapital Provide balanced view then cheers"
[X Link](https://x.com/HatedMoats/status/2021676404514205765) 2026-02-11T20:03Z 10.8K followers, [---] engagements
"@HalloranHolding Exactly and the user base is silent majority while the dissatisfied ones are the loud ones on Reddit and X creating the retail echo chamber"
[X Link](https://x.com/HatedMoats/status/2021679368271966658) 2026-02-11T20:14Z 10.8K followers, [---] engagements
"@adymitruk More context and reasoning would be nice"
[X Link](https://x.com/HatedMoats/status/2021680015990002115) 2026-02-11T20:17Z 10.8K followers, [---] engagements
"@Walsher448441 @arthritisfinger People don't realise that some fines can be as high as majority of Hims' market cap"
[X Link](https://x.com/HatedMoats/status/2021681624753008654) 2026-02-11T20:23Z 10.8K followers, [--] engagements
"@Walter_805 @arthritisfinger It is because it describes how things really are not what one thinks based on the heavy bags one's holding. :)"
[X Link](https://x.com/HatedMoats/status/2021682035299963349) 2026-02-11T20:25Z 10.8K followers, [--] engagements
"@Karthicktrot @TheTechInvest If you're not married to a stock you can change your view based on relevant information. For example I dedicated tens of hours to research of Novo Nordisk yet if they didn't sue Hims I'd sell"
[X Link](https://x.com/HatedMoats/status/2021695325992259806) 2026-02-11T21:18Z 10.8K followers, [--] engagements
"@arthritisfinger @Walter_805 Don't have to agree still can wish you best of luck :)"
[X Link](https://x.com/HatedMoats/status/2021702176477720603) 2026-02-11T21:45Z 10.8K followers, [--] engagements
"@Mr_Derivatives @Google @Microsoft @Meta @OpenAI @AnthropicAI He's doing it for free here give the man 5k and some chips for god's sake"
[X Link](https://x.com/HatedMoats/status/2021711892687774051) 2026-02-11T22:24Z 10.8K followers, [---] engagements
". and has been for the better part of [--] years. The earnings growth and guidance were all atrocious. Promising CEO leaving cause obviously people ruining the company didn't let him do its thing. Hired a hardware CEO instead that knows F all about the fintech. The only chance PYPL has at this point is being acquired quite literally. https://twitter.com/i/web/status/2021850281302974496 https://twitter.com/i/web/status/2021850281302974496"
[X Link](https://x.com/HatedMoats/status/2021850281302974496) 2026-02-12T07:34Z 10.8K followers, [---] engagements
"@TheBrilliantBu1 I don't believe this quarter will be enough. I'm holding (considering all other major things rather unchanged) at least up until end of year"
[X Link](https://x.com/HatedMoats/status/2021850796233531779) 2026-02-12T07:36Z 10.8K followers, [---] engagements
"@WolfAltStreet Tag every other $HIMS (bag)holder here. :)"
[X Link](https://x.com/HatedMoats/status/2021852099257278917) 2026-02-12T07:41Z 10.8K followers, [---] engagements
"I agree with this about $ASML as far as technicals in valuation and fundamentals based on available info to retail go and that buying at what appears to be the (close to) peak is not really value accretive and the capital perhaps could've been used better / more shareholder friendly at this point in time. However I also believe in the management and their execution. They know what they're doing. Not worried (or worrying) in the long term. $ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five consecutive trading days management"
[X Link](https://x.com/HatedMoats/status/2021607771272065363) 2026-02-11T15:30Z 10.8K followers, [----] engagements
"Seen a like so will tag @weary_centurion as a prime example. He spent like 90%+ of his time on $PYPL. The moment the company announced they're basically deliberately dying he immediately got out. After months and months of rigours research. Twitter experts can laugh but such behaviour approach and reaction in investing is truly what determines long term winners in real life as opposed to prevalent social media "I never lose" grifters"
[X Link](https://x.com/HatedMoats/status/2021704548251820085) 2026-02-11T21:55Z 10.8K followers, [----] engagements
"@TheGeorgePu And all that for an 'asset' with zero intrinsic value just peak speculation"
[X Link](https://x.com/HatedMoats/status/2021712980476321871) 2026-02-11T22:28Z 10.8K followers, [----] engagements
"@jarad1821 @investseekers I don't post about hims because they're threat to Novo but because they're threat to health of people"
[X Link](https://x.com/HatedMoats/status/2022202240715674099) 2026-02-13T06:52Z 10.8K followers, [--] engagements
"What's going on $HIMS's website is down. So much demand"
[X Link](https://x.com/HatedMoats/status/2020086908119052313) 2026-02-07T10:47Z 10.8K followers, 20.6K engagements
"๐จ Novo Buyback Novo Nordisk kicked off a [----] share buyback. Up to DKK 15bn total with the first tranche up to DKK 3.8bn running Feb [--] - May [--] [----]. Big signal of confidence and steady support for EPS. Also Markel Group bought more $NVO. They added more than half a million (501125) shares to its Novo Nordisk position per latest 13F filing expanding its institutional stake in the ADR by +21% (holdings as of Dec [--] [----] reported in Feb 2026). What do you think about Novo's buybacks https://twitter.com/i/web/status/2021207517892661539 https://twitter.com/i/web/status/2021207517892661539"
[X Link](https://x.com/HatedMoats/status/2021207517892661539) 2026-02-10T12:59Z 10.8K followers, 12.2K engagements
"My parents live in Ohio. I live in. the moment. If God complex was a tweet. $RBRK shareholders is your CEO okay WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time but I dont I only exist at t=0 i.e. at the present (beyond) time And at the present time there is no WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time but I dont I only exist at t=0 i.e. at the present"
[X Link](https://x.com/HatedMoats/status/2021264724382339199) 2026-02-10T16:47Z 10.8K followers, [----] engagements
"Big. As I said before why would $NVO really need $HIMS if $AMZN can put a company like $HIMS out of business within a month if they really wanted We believe everyone should have access to the medicines they need which is why were excited to see that Amazon Pharmacy is expanding Same Day medication delivery to [----] cities by [----] including for weight loss options. https://t.co/Gzwct7BSP0 We believe everyone should have access to the medicines they need which is why were excited to see that Amazon Pharmacy is expanding Same Day medication delivery to [----] cities by [----] including for weight"
[X Link](https://x.com/HatedMoats/status/2021852632747577640) 2026-02-12T07:43Z 10.8K followers, 10.5K engagements
"๐จ My commentary on $NVO is out. You can read about: Novos [----] whats to come in [----] and beyond how can the bull case hold why [----] could be "dead money" year am I trimming / selling my position anytime soon Link in bio & replies ๐"
[X Link](https://x.com/HatedMoats/status/2020341885190144411) 2026-02-08T03:40Z 10.8K followers, 12.8K engagements
"You've seen the $NVO news about the vials don't know what the fuss is about and don't want to look like a thicky-thicky dumb-dumb in front of your mates :) I got you covered Wegovy in vials matters because in GLP-1s universe the container is part of the competitive battle. Prefilled pens are convenient but they are also a manufacturing and supply-chain nightmare a choke point (device components assembly and fill-finish capacity). A vial presentation can be simpler to scale which can translate into more product actually reaching pharmacies and fewer out of stock lost scripts. For investors"
[X Link](https://x.com/HatedMoats/status/2021871875479965964) 2026-02-12T08:59Z 10.8K followers, [----] engagements
"When you bought the dip of SaaS then the dipper dip then you bought the dippest dip of all dips dippity dipsy dippy mother of all dips but the SaaS still keeps dipping. It's time to wait it out. I can hear & feel the heeeey buddy of this picture"
[X Link](https://x.com/HatedMoats/status/2022000445213041057) 2026-02-12T17:30Z 10.8K followers, [----] engagements
"๐จ $NVO's Wegovy pill distribution If we ignore the 21.2% of undefined than the patient base looks like this: 45.8% - No prior GLP-1 usage 26.8% - injectable Wegovy 20.0% - Zepbound (by $LLY) 4.1% - injectable Ozempic 3.3% - Mounjaro What do you think about this"
[X Link](https://x.com/HatedMoats/status/2022051762241515715) 2026-02-12T20:54Z 10.8K followers, 10.9K engagements
"Reuters reports $LLY disclosed roughly $1.5bn of pre-launch inventory for its oral obesity drug orforglipron ahead of an expected FDA decision in April. $NVO right now:"
[X Link](https://x.com/HatedMoats/status/2022225920967483870) 2026-02-13T08:26Z 10.8K followers, [----] engagements
"Yes $HIMS management did make a mistake but it doesn't mean they're not trustworthy. FDA Sept 25: Do not use the same active ingredient as Wegovy HIMS Feb 26: The same active ingredient as Wegovy . CEO replying to an X grifter "๐" about short squeeze. He sold shares. Stock's done nothing but went down literally ever since that tweet. No matter how you try to cope or justify your marriage to this stock. That management is incompetent and it'll cost you (even more) if you'll refuse to acknowledge it"
[X Link](https://x.com/HatedMoats/status/2021357281888305594) 2026-02-10T22:55Z 10.8K followers, 14.6K engagements
"@michaelaubry @stripe Did you agree to their Terms of Service You must've if you used them. How is this anyone else's fault than yours"
[X Link](https://x.com/HatedMoats/status/2021529718240243922) 2026-02-11T10:20Z 10.8K followers, [---] engagements
"@Salman_Toronto Shares of $NVO"
[X Link](https://x.com/HatedMoats/status/2021533090775265526) 2026-02-11T10:33Z 10.8K followers, [---] engagements
"๐จ Novo News $NVO just dropped the cleanest combo upgrade in Type [--] diabetes so far. better glucose control AND more weight loss than semaglutide alone. Not a moonshot headlinebut rather an actual product step. The News Novo Nordisk released headline results from REIMAGINE [--] (68-week phase [--] trial [----] adults with Type [--] diabetes). Its once-weekly combo CagriSema (cagrilintide + semaglutide) beat the individual components on both HbA1c (parameter showing level of glucose) and weight. Key numbers (high dose 2.4/2.4 mg): HbA1c: [-----] pts vs [-----] pts for semaglutide [---] (baseline HbA1c 8.2%)"
[X Link](https://x.com/HatedMoats/status/2018379698120646913) 2026-02-02T17:43Z 10.8K followers, 16.6K engagements
"๐จ BREAKING: NOVO NORDISK OFFICIALLY SUES HIMS As I said previously if Hims thought this was over just by them pathetically discontinuing the pill (even bullish) they couldn't be more wrong. Novo Nordisk just threw a legal broadside at Hims & Hers and this one goes straight to the core of the GLP-1 wars. Started with the pill said that's enough and now going for the jugular. The News Novo Nordisk ( $NVO) has filed a federal lawsuit against Hims & Hers Health ( $HIMS) accusing the telehealth platform of infringing Novos US Patent [-------] by unlawfully mass-marketing compounded semaglutide"
[X Link](https://x.com/HatedMoats/status/2020835441549697219) 2026-02-09T12:21Z 10.8K followers, 13.7K engagements
"We were as a matter of fact not green today. $HIMS"
[X Link](https://x.com/HatedMoats/status/2020969449432441235) 2026-02-09T21:13Z 10.8K followers, [----] engagements
"@Kuenni_SK Yeah but when market's moving up Adobe's not going with it haha"
[X Link](https://x.com/HatedMoats/status/2021534053107720586) 2026-02-11T10:37Z 10.8K followers, [--] engagements
"This is 62% annually. ๐คก Thats not a typo. 62% CAGR i.e. compounded for [--] straight years. That's far beyond top hedge funds way past Buffett Renaissance (public numbers) or any long-term institutional track record. Especially without options or leverage. That brings us to: Option A) This user is a lying grifting piece of ๐ฉ Option B) (Very) small account where it's considerably easier to achieve & luck in a time period where luck looks exactly like skill i.e. talk to us in 10+ years. Option C) True (again with small account) but unscalable and unreproducible. Occam's razor and history of this"
[X Link](https://x.com/HatedMoats/status/2021503827455738110) 2026-02-11T08:37Z 10.8K followers, [----] engagements
"๐จ Adobe Everyone keeps waiting for AI to disrupt video editing while Adobe is quietly making the existing pro workflow faster and here's how: The company claims that 85% of Sundance [----] films were made with Adobe tools. If thats even close to being true this isnt disruption-by-startups but entrenchment-by-default so to speak. The News (reported on Jan [--] 2026) Ahead of Sundance Adobe unveiled a batch of video-focused AI upgrades across Premiere Pro and After Effects plus deeper integration with Firefly Boards (its collaborative AI ideation surface). The pitch is idea - edit with less"
[X Link](https://x.com/HatedMoats/status/2021584904396460425) 2026-02-11T13:59Z 10.8K followers, 15.7K engagements
"$NVO is selling drugs not a drug. But even "a drug" has an IP moat built step by step (compliant with research and health organisations rules) throughout decades and billions of dollars spent. A single drug by Novo Nordisk has 10x bigger moat (and pricing power) than the whole near-zero moat company of Hims which is broadly known only for being parasitic on that mention drug by drumroll Novo Nordisk. I could go forever here too but there's no point. It's not the same league it's different sport of rigorous reacher with the largest R&D versus grifters pretending to care about people."
[X Link](https://x.com/HatedMoats/status/2021605102566428910) 2026-02-11T15:19Z 10.8K followers, [----] engagements
"Hated are you okay Holding $ADBE $UNH $CSU.TO $NVO $CRM $DUOL and $WIX. I hear you say. Honestly YTD I feel pretty much like this ๐. How about you"
[X Link](https://x.com/HatedMoats/status/2021640492036108805) 2026-02-11T17:40Z 10.8K followers, [----] engagements
"@HalloranHolding The most bearish people on $ADBE don't understand even 10% of what the company does and how deeply integrated it is for the workflow of millions. Cheers for the repost"
[X Link](https://x.com/HatedMoats/status/2021680387093565748) 2026-02-11T20:18Z 10.8K followers, [---] engagements
"Don't be married to your stocks. If you're emotionally attached to a stock you won't make it as an investor in the long term. Despite spending more than [---] hours of pure time researching $NVO I was ready to sell it immediately if they wouldn't take an action. They let it slip with injectibles if the same repeated with the pills that'd be unacceptable for me. $NVO reported later that day they'd sue $HIMS. Thesis remained intact there was a swift reaction from the management. I'm always ready to sell any of my holdings should the shift in fundamentals be severe enough to do so. Don't be"
[X Link](https://x.com/HatedMoats/status/2021701018988556571) 2026-02-11T21:40Z 10.8K followers, 16.7K engagements
"$AMZN's empire. Once 'robots' becomes the next buzzword and headlines will talk about how robots already assist in about 75% of Amazon's customer deliveries through automation in picking sorting and movement tasks the stock will go ballistic. source of the pic: investor sight https://twitter.com/i/web/status/2021967029863883071 https://twitter.com/i/web/status/2021967029863883071"
[X Link](https://x.com/HatedMoats/status/2021967029863883071) 2026-02-12T15:18Z 10.8K followers, 15.9K engagements
"@Investinc_Intel For good reasons"
[X Link](https://x.com/HatedMoats/status/2022054315993776537) 2026-02-12T21:04Z 10.8K followers, [---] engagements
""Nobody takes Rybelsus" ๐คก I wonder where did the [----] sales of DKK 22bn for Rybelsus come from then "Orals don't work" said by an actual MD. Misleading almost like she's running a grift shop. Oh wait she does All I have to add here is this: Mochi sells compounded semaglutide and tirzepatide (their site lists both). $NVO has also included Mochi among defendants in its lawsuits over compounded semaglutide marketing/sales. Well well well. if it ain't the biased take of a hurt parasitic compunder again. $HIMS $LLY $NVO ๐จ FOUNDER & CEO OF MOCHI HEALTH: EXPECT "WAY HIGHER" CHURN ON NOVO'S GLP-1"
[X Link](https://x.com/HatedMoats/status/2022093640261062710) 2026-02-12T23:41Z 10.8K followers, 11.5K engagements
"๐จ Pleased to announce that last week me and my team were able to successfully vibe-code the following services: $ADBE $FIG $NOW $CRM $DDOG $WIX $CRWD $SNOW $INTU $SHOP $TEAM $ADSK $WDAY $MNDY $DUOL $PLTR $MSFT If you use any service listed above it's no more needed. All to 0"
[X Link](https://x.com/HatedMoats/status/2022256247869702523) 2026-02-13T10:27Z 10.8K followers, [----] engagements
"@cronosbro Do you realise the difference between recommending an article and what you're saying"
[X Link](https://x.com/HatedMoats/status/2022281055160463416) 2026-02-13T12:05Z 10.8K followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@HatedMoats Hated Moats InvestorNovo Nordisk ($NVO) is facing increased competition in the obesity drug market, with Eli Lilly ($LLY) announcing a price hike for its rival drug Mounjaro and pharmacies steering patients towards Novo Nordisk's Wegovy. Additionally, a new FDA report flagged contamination issues, including cat hair and bacteria, at Novo Nordisk's Bloomington plant. Meanwhile, investors are discussing and analyzing various stocks, including Adobe ($ADBE), ASML ($ASML), and others, with some highlighting their strong competitive advantages, or "moats".
Social category influence finance #5102 stocks #4018 technology brands 14.81% social networks 2.96% currencies #2284 countries 1.48% celebrities 1.48% cryptocurrencies 0.74%
Social topic influence $nvo #7, $hims #42, novo #974, $adbe #14, $lly #4, $pypl #789, ceo #1324, if you 4.44%, bullish #471, $csuto #15
Top accounts mentioned or mentioned by @stockfins @ichlerne2 @karthicktrot @thebrilliantbu1 @joinyellowbrick @mrderivatives @jarad1821 @halloranholding @yannickmrcrypto @thetechinvest @tacticzh @cronosbro @hypergrowth102 @arthritisfinger @paul_221144 @grok @dumbobservation @windfallinvests @boxing_alba @dividendtsar
Top assets mentioned Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Adobe, Inc. (ADBE) Eli Lilly and Company (LLY) PayPal Holdings Inc (PYPL) WIX.com Ltd. (WIX) Duolingo, Inc. (DUOL) UnitedHealth Group (UNH) Figma, Inc. (FIG) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Now Coin (NOW) Salesforce Inc (CRM) DLocal Limited (DLO) Bank of America (BAC) Nebius Group N.V. Class A Ordinary Shares (NBIS) Ethereum (ETH) Pfizer, Inc. (PFE) Rocket Lab USA, Inc. Common Stock (RKLB) Iris Energy Limited (IREN)
Top posts by engagements in the last [--] hours
"๐จ I'll exit my $NVO position if Novo doesn't take a direct and strong stance and won't sue the living ๐ฉ out of $HIMS. It's as simple as that. This must be unacceptable from Novo's point of view. If they do nothing yet again it'll show the new management of Novo Nordisk is just as incompetent as the last one and that'll break my investment thesis. They messed up massively with injectables. They can't afford the same mistake with oral pills especially with $LLY being a light year ahead of them already. I won't wait until $NVO becomes a full scale $PYPL of pharma - a wonderful company ruined"
X Link 2026-02-05T15:02Z 10.8K followers, 53.9K engagements
"$HIMS was the most attractive stock on Jan [--]. Shit hits the fan. Feb 8th: Of course I did sell at the top. Naturally. How convenient. ๐คก @TheTechInvest what gives Please do consider changing profile pic. This is a disgrace to the legend of Peter Lynch"
X Link 2026-02-08T11:42Z 10.8K followers, 151.8K engagements
"Nice surprise today - my thesis on $DLO got picked up by a finance outlet. Their conclusion is too lukewarm for my taste though. DLocal is still undervalued. Back to work DCFriday valuation coming tomorrow and it's gonna be an interesting one"
X Link 2026-01-15T21:20Z 10.8K followers, [----] engagements
"๐จDCFriday #008 $CSU.TO found itself in the crossfire of AI fears & SaaS carnage. Is it currently undervalued I teamed up with @TacticzH to answer this question backed by fair assumptions and a lot of maths. :) Read the whole analysis on SS link in bio & replies. ๐"
X Link 2026-01-23T22:24Z 10.7K followers, [----] engagements
"๐จ Novo CRUSHING it Bank of America analysts calculate that the oral version needs about [----] prescriptions per week in order for the company to meet [----] sales estimates. They're currently at 10x that. Impressive. If there has been anything bullish for $NVO it's this"
X Link 2026-01-26T16:50Z 10.5K followers, 43.3K engagements
"Nancy sold [----] shares of $PYPL. Not looking good boys and girls. The Pain shall continue"
X Link 2026-01-26T20:37Z 10.5K followers, 96.3K engagements
"Nothing to see here with $UNH really. Just a low-beta mega-cap company plunging 20% in a day i.e. harder than no revenue near bankruptcy meme stocks. Make it make sense"
X Link 2026-01-27T17:47Z 10.5K followers, 11.6K engagements
"@TacticzH The whole analysis: https://hatedmoats.substack.com/p/constellation-software-dcf-valuation https://hatedmoats.substack.com/p/constellation-software-dcf-valuation"
X Link 2026-01-28T17:18Z 10.7K followers, [---] engagements
"Locked in for the earnings call of a company I own [--] shares of"
X Link 2026-01-28T20:11Z 10.5K followers, [----] engagements
"People in denial are really trying to keep $NVO below $60"
X Link 2026-01-29T08:35Z 10.6K followers, 19.4K engagements
"$ADBE wanted to acquire $FIG for $20B in [----]. Figma's market cap is currently $14.9B. Well well well"
X Link 2026-01-29T12:23Z 10.8K followers, 37.8K engagements
"@realjarah Lose another billion due to regulators :)"
X Link 2026-01-29T18:08Z 10.5K followers, [---] engagements
"Gates Foundation Trust reduced its reported $MSFT position by 17M shares (65%) in Q3 [----]. Q4 results: stock down 12% despite expectations beat. The question is does Bill Gates know something Is there something wrong within the company to begin with What do you think Disclaimer: I own $MSFT with avg. price of $69.83 per share https://twitter.com/i/web/status/2016951819675500742 https://twitter.com/i/web/status/2016951819675500742"
X Link 2026-01-29T19:09Z 10.6K followers, [----] engagements
"๐จ $NVO BUY For the record I bought the dip yesterday. Are you still buying Novo"
X Link 2026-01-30T12:48Z 10.6K followers, 13.6K engagements
"I really wanted [---] more shares of $NBIS below $90 thank you very much"
X Link 2026-01-30T18:57Z 10.7K followers, [----] engagements
"๐จ DCFriday #009 is OUT NOW The company: $WIX A massive buyback program of $2B announced recently. Its on verge of being deeply undervalued and here is my math to prove it. Link for the full DCF including potential impact of the buybacks in the bio & comment. ๐"
X Link 2026-01-30T22:41Z 10.8K followers, [----] engagements
"Every single investor that has sold $GOOGL in the past [--] months will regret it by 2030"
X Link 2026-01-31T11:09Z 10.7K followers, 11.6K engagements
"@palipappi Thanks for the ๐ฎ"
X Link 2026-01-31T18:48Z 10.5K followers, [--] engagements
"If you bought $CSU.TO in March [----] you were up +100% at one point and now you're breakeven. Look how they massacred my boy"
X Link 2026-02-01T10:12Z 10.7K followers, 11.4K engagements
"I propose switching $DUOL to this colour since it reflects the way the stock has been trading for months"
X Link 2026-02-02T08:33Z 10.7K followers, 10.4K engagements
"Woah easy there with those gains cowboy We're not used to that $ADBE"
X Link 2026-02-02T12:27Z 10.8K followers, 11.5K engagements
"Good summary about why $ADBE is not going anywhere. Thread by @FluentInQuality keep up the good work AI is disrupting $ADBE That's what the bears say. But it's far from the truth. It's a cash machine that's going to give investors 100% on their investment. Here's why $ADBE will loudly continue to dominate the creative industry: ๐งต๐๐ป https://t.co/zFmybyTCEu AI is disrupting $ADBE That's what the bears say. But it's far from the truth. It's a cash machine that's going to give investors 100% on their investment. Here's why $ADBE will loudly continue to dominate the creative industry: ๐งต๐๐ป"
X Link 2026-02-02T17:24Z 10.8K followers, 15.4K engagements
"Dear $PYPL Regarding todays earnings I remain exceedingly eager to receive the aforementioned "rewards" (see attachment). Thank you for understanding & cooperation PainPal. Hopefully-soon-not-yours anymore Hated Moats"
X Link 2026-02-03T10:34Z 10.5K followers, [----] engagements
"What an absolute disaster of a company $PYPL is. The CEO was the whole bull case (and don't forget buybacks). Gone. MY POSITION: Private Portfolio As I mentioned my intention here sometime in December I sold the position in my private portfolio (@ [--] per share) on Jan [--] at $56.58; with a -15.55% loss. I intended to hold until reaching breakeven but I realised it would a) never happen or b) take too long to happen. A) is now more probable and it was a good decision to cut this weed out. The better decision would be not to deliberately plant it in the first place especially when it felt off."
X Link 2026-02-03T13:48Z 10.8K followers, 11.8K engagements
"All community members of $PYPL right now"
X Link 2026-02-03T15:11Z 10.8K followers, [----] engagements
"It was in fact not a great time to add $ETH. In my opinion its a great time to add $ETH. In my opinion its a great time to add $ETH"
X Link 2026-02-03T20:29Z 10.5K followers, [----] engagements
"$NVO tanked 14.6% on ugly not fundamentals breaking news. It has beta of [----]. $PYPL basically announced the company is dead and the stock was down only 20% with beta of [----]. $ADBE down 7.3% () on ZERO news just common SaaS hate vibe. What the hell is even this market"
X Link 2026-02-03T21:30Z 10.8K followers, 89.5K engagements
"@DividendDynasty Sad to see how painpal virtually died in front of our eyes but it was a good decision. I also initiated a position in $NFLX today. Good luck mate"
X Link 2026-02-03T21:37Z 10.5K followers, [----] engagements
"@Don_Vito007 I've had a funny feeling about it went for it as an asymmetric speculative bet similarly to $DUOL. Glad it was very small part of the port but somehow due to disappointment it hurts the same haha"
X Link 2026-02-03T21:43Z 10.5K followers, [--] engagements
"@discipleofcycle Yeah see @Mr_Derivatives and his TA on PayPal. Didn't go much better than fundamental analysis"
X Link 2026-02-03T21:49Z 10.5K followers, [----] engagements
"@Mr_Derivatives All based on AI noise which is ridiculous. Adobe is utilising AI better than anyone in the field and objective data show it. The high switching costs & deep integration in enterprises are just one of many reasons why it's so undervalued"
X Link 2026-02-03T23:01Z 10.5K followers, [----] engagements
"@cronosbro Glad your dedication of following me looks constructive. Delete $PFE there though I've never owned it"
X Link 2026-02-03T23:05Z 10.5K followers, [--] engagements
"Yes and I personally think it's a (big) mistake. Excluding a huge accounting tailwind that would make reported [----] look much better is not the go-to approach in this environment. Yes its also arguably the more honest way to guide. But we live in a market where it moves based on how it looks on the surface not what it actually is under it. This underpromise overdeliver malarkey is not the right approach imo. https://twitter.com/i/web/status/2018996036866342921 https://twitter.com/i/web/status/2018996036866342921"
X Link 2026-02-04T10:32Z 10.5K followers, [---] engagements
"If you bought the dip of $CSU.TO two weeks ago on Jan [--] [----] you're down 14.5% on that position by now. I know this because I bought $CSU.TO on Jan [--] [----] and I'm down over 14.5% on that position"
X Link 2026-02-04T14:46Z 10.7K followers, [----] engagements
"Remember this tweet Yeah that was really the final red flag. $PYPL is down almost -28% since this tweet. Nancy sold [----] shares of $PYPL. Not looking good boys and girls. The Pain shall continue. https://t.co/cCXsu7C269 Nancy sold [----] shares of $PYPL. Not looking good boys and girls. The Pain shall continue. https://t.co/cCXsu7C269"
X Link 2026-02-04T17:42Z 10.5K followers, [----] engagements
"My portfolio is bleeding everywhere it possibly can. All my covered calls are doing well which is nice. If you own companies you like and you understand why you own it there's no room for panic. $RKLB"
X Link 2026-02-04T21:41Z 10.5K followers, [----] engagements
"@investseekers It's really simple. Has a no-moat 5.5B market cap sketchy grey zone front shop company spent high hundreds of millions to up to a $1B+ in R&D that took the last decade If not they're lying"
X Link 2026-02-05T17:16Z 10.5K followers, [----] engagements
"@HimsHersComms What you and your company do is dangerous illegal AND bad. Not for 'the marketplace' but for the people. And FDA itself said so. So perhaps stop being pathetic this won't help your company falling apart it will accelerate the fall"
X Link 2026-02-05T18:09Z 10.6K followers, [----] engagements
"BREAKING: Grifters partnering with grifters ๐ค Why am I not surprised ๐ [--]. Tech is real in theory. That means nothing in real life use. [--]. Avoiding stomach acid is just the beginning. What matters most is bioavailability - how much of the active part of the drug gets actually absorbed Real companies like $NVO and $LLY know this reliably due to massive scientific research. [--]. Compounding grifters on the other hand are in the "I guess" "maybe" and "could work" category. They don't really care and don't really know either. [--]. No real researcher. There is no published clinical trial data no"
X Link 2026-02-05T18:30Z 10.5K followers, 12.9K engagements
"@jarad1821 Yeah but what can you do really Lilly is the clear winner (and has been for a while) and all Novo can do is go and try to be the second best. They can do it but they need to work hard and execute well"
X Link 2026-02-05T18:37Z 10.5K followers, [---] engagements
"@stats_feed I'm at $0 on this chart. Thanks needed that kind of encouragement"
X Link 2026-02-05T18:51Z 10.8K followers, 95.5K engagements
"$HIMS is still a boom and bust story. And there's a lot of the bust recently. Prime example today. Boom: +20% for deceiving marketing. Bust: back to -3%+ when hit by reality. All intraday. Very stupid thing to do by $HIMS. Seems thematic to their CEO though. $HIMS is a boom and bust story. Change my mind. $HIMS is a boom and bust story. Change my mind"
X Link 2026-02-05T19:46Z 10.5K followers, 14.9K engagements
"@DudeWhoInvests They're busy vibe-coding $ADBE and $NOW first. Wait for your turn"
X Link 2026-02-05T20:37Z 10.8K followers, [----] engagements
"Anyway I know all these facts about data and real scientific research must be confusing & overwhelming for a simpler one like yourself since you've never encountered them with $HIMS but if you'll try hard enough you might be able to understand at least [--] of the points above some day. Good luck https://twitter.com/i/web/status/2019553467635843523 https://twitter.com/i/web/status/2019553467635843523"
X Link 2026-02-05T23:27Z 10.5K followers, [---] engagements
"What the hell is even that. Incoming: Mikey-boy showing off how he made a killing shorting his own company ๐๐ $IREN"
X Link 2026-02-05T23:33Z 10.5K followers, [----] engagements
"Well well well. $HIMS ๐ $NVO $LLY FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-05T23:50Z 10.8K followers, [----] engagements
"@StockTrader_Max Go ahead and sell because it's a no moat company that's grifting inefficient potentially dangerous medications to desperate enough people. Don't blame big pharma for being the ones actually playing according to the rules"
X Link 2026-02-06T15:33Z 10.6K followers, [----] engagements
"@Focus_NOPAT @grok tell this lad about the rule that compounders cant make and mass-sell drugs that are essentially copies of an FDA-approved commercially available product as seen in recent $HIMS vs $NVO Wegovy pill feud"
X Link 2026-02-06T15:49Z 10.6K followers, [---] engagements
"There's no compounding leeching without real pharmaceutical companies that do R&D in decades and billions of dollars. If they don't do the hard work there's nothing to knockoff for the grifters. Companies like $HIMS will be forgotten [---] times before companies like $NVO or $LLY actually "crash". https://twitter.com/i/web/status/2019801064816484779 https://twitter.com/i/web/status/2019801064816484779"
X Link 2026-02-06T15:51Z 10.6K followers, [---] engagements
"So you as a US citizen are asking me an EU citizen why is healthcare system messed up in. USA Is Novo Nordisk the only company doing this How about an American company Eli Lilly I'm not saying you're wrong in this or that it's okay. But this is really more of a case of "don't hate the player hate the game". And the game is played differently in every part of the world. It's not really Novo's fault it's played like this in the US. Original discovery of GLP-1 has very little to do with how it's used now / of which patent it's part of now. https://twitter.com/i/web/status/2019810967056425418"
X Link 2026-02-06T16:30Z 10.8K followers, [---] engagements
"@DumbObservation For anyone reading in vivo basically means "inside a living organism". Cheers for the comment glad I have this smart people around here. And yes that's bad. And unsafe"
X Link 2026-02-06T16:36Z 10.6K followers, [---] engagements
"@hypergrowth102 Could be. Compounded BS drugs with questionable effectivity and safety profile are not the answer though. I'm saying this as a physician not some sort of big pharma defender"
X Link 2026-02-06T16:40Z 10.6K followers, [---] engagements
"Has there been a serious scientific research conducted to back the claim of Hims being a quality compounder With comparative analysis to the low quality compounders Trust me bro doesn't work in evidence based medicine. And having lots of consumers in this case is more work of marketing not actual product. https://twitter.com/i/web/status/2019815588307128674 https://twitter.com/i/web/status/2019815588307128674"
X Link 2026-02-06T16:48Z 10.7K followers, [--] engagements
"@hypergrowth102 Yes driven by actual verifiable scientific research is being sheep. Going for borderline conspiracy rubbish just to defend one's poor investment & bagholding with zero evidence or serious research done is being the smart one here"
X Link 2026-02-06T17:08Z 10.5K followers, [--] engagements
"I blocked a $HIMS geezer with Timothy Chameleon as a profile pic so I wouldn't know but I do remember back in the day he called a mate for help in one of my posts to ridicule me claiming how the stock is going to $100 by the end of [----]. It's sub $20 now. Where it belongs honestly. Are these super confident albeit ignorant people okay now https://twitter.com/i/web/status/2019916666159657307 https://twitter.com/i/web/status/2019916666159657307"
X Link 2026-02-06T23:30Z 10.7K followers, [----] engagements
"@RJCcapital "we'll destroy the big evil pharma" (market cap under $5B)"
X Link 2026-02-07T00:09Z 10.6K followers, [----] engagements
"@compound248 I was getting comments the entire day today of "are you stupid Hims wasn't explicitly named there". When you run on denial of hopium and copium this hard you perhaps deserve to lose"
X Link 2026-02-07T00:17Z 10.7K followers, [---] engagements
"@alc2022 FDA September 2025: don't use "the same active ingredient as Wegovy" verbatim Hims February 2026: "the same active ingredient as Wegovy" Wonderful execution indeed"
X Link 2026-02-07T11:46Z 10.7K followers, 17.1K engagements
"@mvcinvesting It's also a cohort of retail investors that's the most emotionally attached to a stock I've ever seen. They're willing to deliberately detach from reality in order to keep being attached to the stock"
X Link 2026-02-07T16:35Z 10.8K followers, [----] engagements
"@Stockfins "Having the second best product in duopoly is worse than not having any." Hands down you win. That's the stupidest thing I've read this week. And I've read delusion people claim "this is good marketing for hims". Wow"
X Link 2026-02-07T20:05Z 10.7K followers, [---] engagements
"@Stockfins Lilly being the winner doesn't invalidate Novo performing well in a market with size of $120B by 2030"
X Link 2026-02-07T20:17Z 10.7K followers, [---] engagements
"@A_May_MD Greed. They were put on the map and spotlight and got majority of growth thanks to knocking off $NVO's injectibles. Needed more. Tried to pretend they got the pill too. Now they won't have either"
X Link 2026-02-08T01:23Z 10.7K followers, [----] engagements
"The full article: https://hatedmoats.substack.com/p/novo-nordisk-fy2025-review-and-2026utm_source=share&utm_medium=android&r=64830n&triedRedirect=true https://hatedmoats.substack.com/p/novo-nordisk-fy2025-review-and-2026utm_source=share&utm_medium=android&r=64830n&triedRedirect=true"
X Link 2026-02-08T10:00Z 10.7K followers, [----] engagements
"๐จ JUST IN: $HIMS about to announce that from Monday on they'll be mainly compounding hopium and copium. As a source they'll knockoff the hurt feelings and heavy bags of their shareholders. The report says this could drive majority of growth in [----]. Bullish"
X Link 2026-02-08T10:16Z 10.8K followers, 32.3K engagements
"@topdogbiteshard No that happens to be you defending a nonexistent investment thesis dear"
X Link 2026-02-08T21:38Z 10.8K followers, [--] engagements
"@Mr_Derivatives And is there that the odds increased +2% up to 5% now Do thoughts & prayers increase the odds"
X Link 2026-02-08T21:54Z 10.7K followers, [----] engagements
"@GreenPipsTrade Hims is as much biotech as I am Johnny Depp though"
X Link 2026-02-09T09:07Z 10.8K followers, [---] engagements
"@WindfallInvests Give it some time it will"
X Link 2026-02-09T22:10Z 10.8K followers, [--] engagements
"Not particularly bullish as they'd still be just the middle man but I wouldn't be bearish supposed they wouldn't be parasitic grifters like they are now. Bullish maybe with time if fundamentals and numbers would hold because I think the telehealth core has huge potential they just ruined it with greed in weight loss space. https://twitter.com/i/web/status/2020992874125373472 https://twitter.com/i/web/status/2020992874125373472"
X Link 2026-02-09T22:47Z 10.8K followers, [--] engagements
"@CapitalP_trades The level of cope is truly exceptionally delusional"
X Link 2026-02-10T06:11Z 10.8K followers, [--] engagements
"@TacticzH ASML is the closest we ever get to science fiction coming true and people don't even know about it"
X Link 2026-02-10T13:00Z 10.8K followers, [---] engagements
"@DudeWhoInvests Yet another X favourite becoming a goner YTD. Tough [----] for X stock pickers so far"
X Link 2026-02-10T13:14Z 10.8K followers, 10.1K engagements
"@Mr_Derivatives $NVO's always gonna win. And it's not because of 'Big Pharma'"
X Link 2026-02-10T18:24Z 10.8K followers, [----] engagements
"@Tradinvestlysis Not everything is about competition. Also for the 1000th time Novo has no need of beating anyone. In a business if you have excess cash in certain situations buybacks make the most sense. Novo Nordisk is objectively in such situation"
X Link 2026-02-11T10:42Z 10.8K followers, [--] engagements
"@Ron_Trades @TheTechInvest Yeah but it's frustrating because then it's crooked players winning in a game that should get the hate because of what gets attention. Clown like this has 50k+ followers and people putting out thorough research have 500"
X Link 2026-02-11T21:06Z 10.8K followers, [--] engagements
"$ADBE BUY ๐จ I was asked why I'm not 'patient' and don't wait until it reverses. a) I have the same conviction b) I have capital do deploy c) I have a price to average down. Why wait if I can buy at a lower price I also bought $CSU.TO at C$2719.93. What did you buy today"
X Link 2026-01-20T21:10Z 10.8K followers, [----] engagements
"I read first time about Base44 on r/SaaS about half a year ago when its founder did an AMA there. It was about Base44 being acquired by $WIX. Really inspiring story for anyone interested in SaaS in AI age and the metrics of Base44 prove why $WIX will succeed in the AI age. $WIX Another all-time high for Base44s daily visits. From 428.5k on January [--] to 482.8k on January [--]. https://t.co/lRGsUQEUXX $WIX Another all-time high for Base44s daily visits. From 428.5k on January [--] to 482.8k on January [--]. https://t.co/lRGsUQEUXX"
X Link 2026-02-01T14:53Z 10.8K followers, [----] engagements
"๐จ BREAKING: Novo down -14% and here's why. The News $NVO delivered a [----] report that on the surface still looks like the machine's running. Sales reached DKK [-----] billion for [----] up 6% in Danish kroner and up 10% at constant exchange rates (CER). Operating profit came in at DKK [-----] billion down 1% in Danish kroner but up 6% at CER. Management also noted that about DKK [--] billion of company-wide transformation costs weighed on profitability. Without those costs operating profit growth would have looked meaningfully stronger. The core engine remains obesity and diabetes care. That segment"
X Link 2026-02-03T17:54Z 10.8K followers, 36.6K engagements
"Remember when it was the time for $NVO to market the living poo out of oral GLP-1 launch And truly shine and pump the stock The CEO was like "well yeah that's nice and all but the pressure on pricing power will be bad :(" This must be the problem with us Europeans. If $LLY was the first with oral pill its stock would mooned to $1200 per share before this plunge just due to marketing and hype caused around it. These stuff matter. Chef's kiss Release the most important data a day ahead during US trading hours so you don't have the time for people to actually analyse the news only panic around"
X Link 2026-02-03T19:20Z 10.8K followers, 16.2K engagements
"It's like the first mover advantage in oral weight loss drugs didn't even happen. Rather brutal. $NVO could be dead money for 12-24 months after this guidance. Who's not ready to hold for [--] years from now shouldn't hold at all in my opinion"
X Link 2026-02-04T10:09Z 10.8K followers, 26.7K engagements
"Uncanny resemblance. Both visually and emotionally. $NVO"
X Link 2026-02-05T08:52Z 10.8K followers, [----] engagements
"๐จ $NVO WILL SUE $HIMS โ Novo Nordisk issued a statement on [--] February [----] accusing Hims & Hers of illegal mass compounding and deceptive advertising after Hims said it will mass-market a compounded semaglutide pill. Novo says the product is unapproved inauthentic and untested poses patient safety risks and that Novo will pursue legal and regulatory action to protect patients its IP and the FDA approval framework. Novo also drew a clear product-differentiation line. It says only Novo manufactures an FDA-approved oral Wegovy pill that uses SNAC technology to enable semaglutide absorption and"
X Link 2026-02-05T17:02Z 10.8K followers, [----] engagements
"$NVO went from November's low to January's high up +42%. It took a little over [--] months to do so. It went down over -32% from that high. That took [--] days. -20% of that happened in [--] days. Up +7.5% in pre-market today on the news that FDA will do its job. Low beta stock. https://twitter.com/i/web/status/2019742581295342021 https://twitter.com/i/web/status/2019742581295342021"
X Link 2026-02-06T11:58Z 10.8K followers, [----] engagements
"$HIMS what's the ingredient you use so you're able to copy $NVO this quickly $HIMS:"
X Link 2026-02-06T15:43Z 10.8K followers, [----] engagements
"๐จ I bought Netflix I was busy putting together an article about Novo Nordisk (out later today) but to remain transparent and consistent of what I claimed here before I bought $NFLX once it hit $80 per share. Bought: [---] shares @ $80.09 per share on Tuesday Feb [--] [----]. Smaller position in Hated Moats Portfolio as well. What do you think about Netflix Was it a good buy https://twitter.com/i/web/status/2019817282013188463 https://twitter.com/i/web/status/2019817282013188463"
X Link 2026-02-06T16:55Z 10.8K followers, [----] engagements
"Hope $HIMS doesn't think this solves everything. Actions even the reverted ones have consequences"
X Link 2026-02-07T19:53Z 10.8K followers, 11K engagements
"@Mindset4Money_X @TheTechInvest Calling out a grifter is not hating. Bro smartly didn't say December of which year though ๐"
X Link 2026-02-08T20:33Z 10.8K followers, [----] engagements
"Monday: HIMS: we don't offer the pill anymore $HIMS's stock +15% $NVO: we don't care still suing Stock -15% FDA: yup this time you're cooked Stock another -15% HIMS: look tirzepatide pill even before Lilly launched it +20% $LLY: right now we're suing too - 50% I expect something along these lines. :) https://twitter.com/i/web/status/2020611410380611766 https://twitter.com/i/web/status/2020611410380611766"
X Link 2026-02-08T21:31Z 10.8K followers, 44.7K engagements
"๐จ THIS JUST IN A conversation between $HIMS management and their shareholders just took place. You can watch it exclusively here. ๐"
X Link 2026-02-09T16:03Z 10.8K followers, [----] engagements
"You could say the bad news for $HIMS are. compounding. Finally $NVO is doing marketing right. When it comes to GLP-1 medicines how theyre made matters. FDA-approved semaglutide medicines are backed by rigorous testing and ongoing safety monitoringavailable now. You deserve medicine held to the highest standards not a knockoff. Explore options: https://t.co/iXjoD0xfC6 https://t.co/7EfVHCtvXv When it comes to GLP-1 medicines how theyre made matters. FDA-approved semaglutide medicines are backed by rigorous testing and ongoing safety monitoringavailable now. You deserve medicine held to the"
X Link 2026-02-10T06:58Z 10.8K followers, [----] engagements
"I was about to post $ABDE green for the day What's going on but nevermind"
X Link 2026-02-10T18:26Z 10.8K followers, [----] engagements
"They're not the same. The bottom line we agree on is [--] years performance is not enough period to claim something especially in a bull market. With some of his picks and their recent performance it's still hard to believe such return. Anyone can fake a chart like that. Unless someone shares real time/minimally delayed portfolio there's no way to prove your claims anyway so unless you do that you shouldn't claim those returns as a "selling" or "proving" point either. Unless you know you're trying to sell something and being honest is not a good marketing fit."
X Link 2026-02-11T09:07Z 10.8K followers, [---] engagements
"@Karthicktrot @himshouse @TheLongInvest Brother why would you add me with those two accounts ๐ญ"
X Link 2026-02-11T13:58Z 10.8K followers, [---] engagements
"@AgarWoodCapital Provide balanced view then cheers"
X Link 2026-02-11T20:03Z 10.8K followers, [---] engagements
"@HalloranHolding Exactly and the user base is silent majority while the dissatisfied ones are the loud ones on Reddit and X creating the retail echo chamber"
X Link 2026-02-11T20:14Z 10.8K followers, [---] engagements
"@adymitruk More context and reasoning would be nice"
X Link 2026-02-11T20:17Z 10.8K followers, [---] engagements
"@Walsher448441 @arthritisfinger People don't realise that some fines can be as high as majority of Hims' market cap"
X Link 2026-02-11T20:23Z 10.8K followers, [--] engagements
"@Walter_805 @arthritisfinger It is because it describes how things really are not what one thinks based on the heavy bags one's holding. :)"
X Link 2026-02-11T20:25Z 10.8K followers, [--] engagements
"@Karthicktrot @TheTechInvest If you're not married to a stock you can change your view based on relevant information. For example I dedicated tens of hours to research of Novo Nordisk yet if they didn't sue Hims I'd sell"
X Link 2026-02-11T21:18Z 10.8K followers, [--] engagements
"@arthritisfinger @Walter_805 Don't have to agree still can wish you best of luck :)"
X Link 2026-02-11T21:45Z 10.8K followers, [--] engagements
"@Mr_Derivatives @Google @Microsoft @Meta @OpenAI @AnthropicAI He's doing it for free here give the man 5k and some chips for god's sake"
X Link 2026-02-11T22:24Z 10.8K followers, [---] engagements
". and has been for the better part of [--] years. The earnings growth and guidance were all atrocious. Promising CEO leaving cause obviously people ruining the company didn't let him do its thing. Hired a hardware CEO instead that knows F all about the fintech. The only chance PYPL has at this point is being acquired quite literally. https://twitter.com/i/web/status/2021850281302974496 https://twitter.com/i/web/status/2021850281302974496"
X Link 2026-02-12T07:34Z 10.8K followers, [---] engagements
"@TheBrilliantBu1 I don't believe this quarter will be enough. I'm holding (considering all other major things rather unchanged) at least up until end of year"
X Link 2026-02-12T07:36Z 10.8K followers, [---] engagements
"@WolfAltStreet Tag every other $HIMS (bag)holder here. :)"
X Link 2026-02-12T07:41Z 10.8K followers, [---] engagements
"I agree with this about $ASML as far as technicals in valuation and fundamentals based on available info to retail go and that buying at what appears to be the (close to) peak is not really value accretive and the capital perhaps could've been used better / more shareholder friendly at this point in time. However I also believe in the management and their execution. They know what they're doing. Not worried (or worrying) in the long term. $ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five consecutive trading days management"
X Link 2026-02-11T15:30Z 10.8K followers, [----] engagements
"Seen a like so will tag @weary_centurion as a prime example. He spent like 90%+ of his time on $PYPL. The moment the company announced they're basically deliberately dying he immediately got out. After months and months of rigours research. Twitter experts can laugh but such behaviour approach and reaction in investing is truly what determines long term winners in real life as opposed to prevalent social media "I never lose" grifters"
X Link 2026-02-11T21:55Z 10.8K followers, [----] engagements
"@TheGeorgePu And all that for an 'asset' with zero intrinsic value just peak speculation"
X Link 2026-02-11T22:28Z 10.8K followers, [----] engagements
"@jarad1821 @investseekers I don't post about hims because they're threat to Novo but because they're threat to health of people"
X Link 2026-02-13T06:52Z 10.8K followers, [--] engagements
"What's going on $HIMS's website is down. So much demand"
X Link 2026-02-07T10:47Z 10.8K followers, 20.6K engagements
"๐จ Novo Buyback Novo Nordisk kicked off a [----] share buyback. Up to DKK 15bn total with the first tranche up to DKK 3.8bn running Feb [--] - May [--] [----]. Big signal of confidence and steady support for EPS. Also Markel Group bought more $NVO. They added more than half a million (501125) shares to its Novo Nordisk position per latest 13F filing expanding its institutional stake in the ADR by +21% (holdings as of Dec [--] [----] reported in Feb 2026). What do you think about Novo's buybacks https://twitter.com/i/web/status/2021207517892661539 https://twitter.com/i/web/status/2021207517892661539"
X Link 2026-02-10T12:59Z 10.8K followers, 12.2K engagements
"My parents live in Ohio. I live in. the moment. If God complex was a tweet. $RBRK shareholders is your CEO okay WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time but I dont I only exist at t=0 i.e. at the present (beyond) time And at the present time there is no WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time but I dont I only exist at t=0 i.e. at the present"
X Link 2026-02-10T16:47Z 10.8K followers, [----] engagements
"Big. As I said before why would $NVO really need $HIMS if $AMZN can put a company like $HIMS out of business within a month if they really wanted We believe everyone should have access to the medicines they need which is why were excited to see that Amazon Pharmacy is expanding Same Day medication delivery to [----] cities by [----] including for weight loss options. https://t.co/Gzwct7BSP0 We believe everyone should have access to the medicines they need which is why were excited to see that Amazon Pharmacy is expanding Same Day medication delivery to [----] cities by [----] including for weight"
X Link 2026-02-12T07:43Z 10.8K followers, 10.5K engagements
"๐จ My commentary on $NVO is out. You can read about: Novos [----] whats to come in [----] and beyond how can the bull case hold why [----] could be "dead money" year am I trimming / selling my position anytime soon Link in bio & replies ๐"
X Link 2026-02-08T03:40Z 10.8K followers, 12.8K engagements
"You've seen the $NVO news about the vials don't know what the fuss is about and don't want to look like a thicky-thicky dumb-dumb in front of your mates :) I got you covered Wegovy in vials matters because in GLP-1s universe the container is part of the competitive battle. Prefilled pens are convenient but they are also a manufacturing and supply-chain nightmare a choke point (device components assembly and fill-finish capacity). A vial presentation can be simpler to scale which can translate into more product actually reaching pharmacies and fewer out of stock lost scripts. For investors"
X Link 2026-02-12T08:59Z 10.8K followers, [----] engagements
"When you bought the dip of SaaS then the dipper dip then you bought the dippest dip of all dips dippity dipsy dippy mother of all dips but the SaaS still keeps dipping. It's time to wait it out. I can hear & feel the heeeey buddy of this picture"
X Link 2026-02-12T17:30Z 10.8K followers, [----] engagements
"๐จ $NVO's Wegovy pill distribution If we ignore the 21.2% of undefined than the patient base looks like this: 45.8% - No prior GLP-1 usage 26.8% - injectable Wegovy 20.0% - Zepbound (by $LLY) 4.1% - injectable Ozempic 3.3% - Mounjaro What do you think about this"
X Link 2026-02-12T20:54Z 10.8K followers, 10.9K engagements
"Reuters reports $LLY disclosed roughly $1.5bn of pre-launch inventory for its oral obesity drug orforglipron ahead of an expected FDA decision in April. $NVO right now:"
X Link 2026-02-13T08:26Z 10.8K followers, [----] engagements
"Yes $HIMS management did make a mistake but it doesn't mean they're not trustworthy. FDA Sept 25: Do not use the same active ingredient as Wegovy HIMS Feb 26: The same active ingredient as Wegovy . CEO replying to an X grifter "๐" about short squeeze. He sold shares. Stock's done nothing but went down literally ever since that tweet. No matter how you try to cope or justify your marriage to this stock. That management is incompetent and it'll cost you (even more) if you'll refuse to acknowledge it"
X Link 2026-02-10T22:55Z 10.8K followers, 14.6K engagements
"@michaelaubry @stripe Did you agree to their Terms of Service You must've if you used them. How is this anyone else's fault than yours"
X Link 2026-02-11T10:20Z 10.8K followers, [---] engagements
"@Salman_Toronto Shares of $NVO"
X Link 2026-02-11T10:33Z 10.8K followers, [---] engagements
"๐จ Novo News $NVO just dropped the cleanest combo upgrade in Type [--] diabetes so far. better glucose control AND more weight loss than semaglutide alone. Not a moonshot headlinebut rather an actual product step. The News Novo Nordisk released headline results from REIMAGINE [--] (68-week phase [--] trial [----] adults with Type [--] diabetes). Its once-weekly combo CagriSema (cagrilintide + semaglutide) beat the individual components on both HbA1c (parameter showing level of glucose) and weight. Key numbers (high dose 2.4/2.4 mg): HbA1c: [-----] pts vs [-----] pts for semaglutide [---] (baseline HbA1c 8.2%)"
X Link 2026-02-02T17:43Z 10.8K followers, 16.6K engagements
"๐จ BREAKING: NOVO NORDISK OFFICIALLY SUES HIMS As I said previously if Hims thought this was over just by them pathetically discontinuing the pill (even bullish) they couldn't be more wrong. Novo Nordisk just threw a legal broadside at Hims & Hers and this one goes straight to the core of the GLP-1 wars. Started with the pill said that's enough and now going for the jugular. The News Novo Nordisk ( $NVO) has filed a federal lawsuit against Hims & Hers Health ( $HIMS) accusing the telehealth platform of infringing Novos US Patent [-------] by unlawfully mass-marketing compounded semaglutide"
X Link 2026-02-09T12:21Z 10.8K followers, 13.7K engagements
"We were as a matter of fact not green today. $HIMS"
X Link 2026-02-09T21:13Z 10.8K followers, [----] engagements
"@Kuenni_SK Yeah but when market's moving up Adobe's not going with it haha"
X Link 2026-02-11T10:37Z 10.8K followers, [--] engagements
"This is 62% annually. ๐คก Thats not a typo. 62% CAGR i.e. compounded for [--] straight years. That's far beyond top hedge funds way past Buffett Renaissance (public numbers) or any long-term institutional track record. Especially without options or leverage. That brings us to: Option A) This user is a lying grifting piece of ๐ฉ Option B) (Very) small account where it's considerably easier to achieve & luck in a time period where luck looks exactly like skill i.e. talk to us in 10+ years. Option C) True (again with small account) but unscalable and unreproducible. Occam's razor and history of this"
X Link 2026-02-11T08:37Z 10.8K followers, [----] engagements
"๐จ Adobe Everyone keeps waiting for AI to disrupt video editing while Adobe is quietly making the existing pro workflow faster and here's how: The company claims that 85% of Sundance [----] films were made with Adobe tools. If thats even close to being true this isnt disruption-by-startups but entrenchment-by-default so to speak. The News (reported on Jan [--] 2026) Ahead of Sundance Adobe unveiled a batch of video-focused AI upgrades across Premiere Pro and After Effects plus deeper integration with Firefly Boards (its collaborative AI ideation surface). The pitch is idea - edit with less"
X Link 2026-02-11T13:59Z 10.8K followers, 15.7K engagements
"$NVO is selling drugs not a drug. But even "a drug" has an IP moat built step by step (compliant with research and health organisations rules) throughout decades and billions of dollars spent. A single drug by Novo Nordisk has 10x bigger moat (and pricing power) than the whole near-zero moat company of Hims which is broadly known only for being parasitic on that mention drug by drumroll Novo Nordisk. I could go forever here too but there's no point. It's not the same league it's different sport of rigorous reacher with the largest R&D versus grifters pretending to care about people."
X Link 2026-02-11T15:19Z 10.8K followers, [----] engagements
"Hated are you okay Holding $ADBE $UNH $CSU.TO $NVO $CRM $DUOL and $WIX. I hear you say. Honestly YTD I feel pretty much like this ๐. How about you"
X Link 2026-02-11T17:40Z 10.8K followers, [----] engagements
"@HalloranHolding The most bearish people on $ADBE don't understand even 10% of what the company does and how deeply integrated it is for the workflow of millions. Cheers for the repost"
X Link 2026-02-11T20:18Z 10.8K followers, [---] engagements
"Don't be married to your stocks. If you're emotionally attached to a stock you won't make it as an investor in the long term. Despite spending more than [---] hours of pure time researching $NVO I was ready to sell it immediately if they wouldn't take an action. They let it slip with injectibles if the same repeated with the pills that'd be unacceptable for me. $NVO reported later that day they'd sue $HIMS. Thesis remained intact there was a swift reaction from the management. I'm always ready to sell any of my holdings should the shift in fundamentals be severe enough to do so. Don't be"
X Link 2026-02-11T21:40Z 10.8K followers, 16.7K engagements
"$AMZN's empire. Once 'robots' becomes the next buzzword and headlines will talk about how robots already assist in about 75% of Amazon's customer deliveries through automation in picking sorting and movement tasks the stock will go ballistic. source of the pic: investor sight https://twitter.com/i/web/status/2021967029863883071 https://twitter.com/i/web/status/2021967029863883071"
X Link 2026-02-12T15:18Z 10.8K followers, 15.9K engagements
"@Investinc_Intel For good reasons"
X Link 2026-02-12T21:04Z 10.8K followers, [---] engagements
""Nobody takes Rybelsus" ๐คก I wonder where did the [----] sales of DKK 22bn for Rybelsus come from then "Orals don't work" said by an actual MD. Misleading almost like she's running a grift shop. Oh wait she does All I have to add here is this: Mochi sells compounded semaglutide and tirzepatide (their site lists both). $NVO has also included Mochi among defendants in its lawsuits over compounded semaglutide marketing/sales. Well well well. if it ain't the biased take of a hurt parasitic compunder again. $HIMS $LLY $NVO ๐จ FOUNDER & CEO OF MOCHI HEALTH: EXPECT "WAY HIGHER" CHURN ON NOVO'S GLP-1"
X Link 2026-02-12T23:41Z 10.8K followers, 11.5K engagements
"๐จ Pleased to announce that last week me and my team were able to successfully vibe-code the following services: $ADBE $FIG $NOW $CRM $DDOG $WIX $CRWD $SNOW $INTU $SHOP $TEAM $ADSK $WDAY $MNDY $DUOL $PLTR $MSFT If you use any service listed above it's no more needed. All to 0"
X Link 2026-02-13T10:27Z 10.8K followers, [----] engagements
"@cronosbro Do you realise the difference between recommending an article and what you're saying"
X Link 2026-02-13T12:05Z 10.8K followers, [--] engagements
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/creator/twitter::HatedMoats