[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @InvestChameleon Chameleon Investor Chameleon Investor posts on X about hims, $hims, goog, $goog the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1944526538080210944/interactions)  - X Week XXXXXX +162% ### Mentions: XX [#](/creator/twitter::1944526538080210944/posts_active)  - X Week XXX +150% ### Followers: XXX [#](/creator/twitter::1944526538080210944/followers)  - X Week XXX +108% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1944526538080210944/influencer_rank)  ### Social Influence [#](/creator/twitter::1944526538080210944/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [hims](/topic/hims) 10.43%, [$hims](/topic/$hims) 9.57%, [goog](/topic/goog) 4.35%, [$goog](/topic/$goog) 4.35%, [$googl](/topic/$googl) 3.48%, [$spt](/topic/$spt) 2.61%, [googl](/topic/googl) 2.61%, [$zeta](/topic/$zeta) 2.61%, [radar](/topic/radar) 1.74%, [$semr](/topic/$semr) XXXX% **Top accounts mentioned or mentioned by** [@thestockbro](/creator/undefined) [@preseidentmusk](/creator/undefined) [@yodastockinvest](/creator/undefined) [@ashton1nvests](/creator/undefined) [@optionsly](/creator/undefined) [@alc2022](/creator/undefined) [@danielisdizzy](/creator/undefined) [@eventuallywlthy](/creator/undefined) [@thetechinvest](/creator/undefined) [@whatssarcasm](/creator/undefined) [@gubloinvestor](/creator/undefined) [@palmyinvesting](/creator/undefined) [@meeijer](/creator/undefined) [@xtimes1](/creator/undefined) [@ericjackson](/creator/undefined) [@dividendngrowth](/creator/undefined) [@saltoborsodicar](/creator/undefined) [@himshouse](/creator/undefined) [@bryanrhoades](/creator/undefined) [@glptrackerapp](/creator/undefined) **Top assets mentioned** [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [SeaPad (SPT)](/topic/$spt) [ZetaChain (ZETA)](/topic/$zeta) [Metadium (META)](/topic/$meta) [aelf (ELF)](/topic/$elf) [D R Horton Inc (DHI)](/topic/$dhi) [Green Brick Partners, Inc (GRBK)](/topic/$grbk) [Autozone Inc (AZO)](/topic/$azo) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Wixlar (WIX)](/topic/$wix) [Morgan Stanley (MS)](/topic/morgan-stanley) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Sweetgreen, Inc. (SG)](/topic/$sg) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Nxt (NXT)](/topic/$nxt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [NVIDIA Corp. (NVDA)](/topic/$nvda) ### Top Social Posts [#](/creator/twitter::1944526538080210944/posts) --- Top posts by engagements in the last XX hours "Appreciate you sharing his portfolio info. Definitely someone I should make sure to follow. $SPT I considered at one point and passed. $SEMR is VERY much on my radar as of recently. $AZO is so different from the rest of his that it makes me want to go look into it and figure out why"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947175374619631797) 2025-07-21 06:02:40 UTC XXX followers, XX engagements "@Quality_stocksA Are you worried about AI as a threat to Search Engine Ad Revenues That has been the bread and butter of $GOOGL for forever. And with their own AI answering the questions to more and more searches the threat to ad revenue is substantial to me"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948115547310158140) 2025-07-23 20:18:35 UTC XXX followers, XXX engagements "@Luce_On_TSLA @DividendDude_X Chinese companies tend to have a lot harder time getting real momentum"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948985441342067172) 2025-07-26 05:55:14 UTC XXX followers, XX engagements "@x_times_1 The upside with $EOSE is crazy. Hard to know exactly what point they would turn profitable but with the long term debt they are carrying you would hope it would be sooner rather than later"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948987175925633485) 2025-07-26 06:02:07 UTC XXX followers, XXX engagements "So what do you think Do the controversial marketing strategies concern you or do you like the bold strategy in a sterile space Does the continued expansion into other categories mean an expanding ecosystem or do the potential risks of those categories concern you Is Hims going to live up to the hype as the Netflix of healthcare Or will they be unsuccessful in the expansion into new categories because of the complications with the more nuanced treatment plans required in those categories Lets talk about it in the comments Thanks for reading $HIMS"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723861698744518) 2025-07-22 18:22:10 UTC XXX followers, XXX engagements "Double beat for $GOOG CapEx increases coming. Stock is down slightly in AH trading"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948114996652875788) 2025-07-23 20:16:24 UTC XXX followers, XXX engagements "So we can see why $HIMS subscriber growth has been through the roof But why are customersstickingaround After all XX% of Hims revenue is recurring. There are a number of contributors to their strong customer retention. First and foremost- the seamless experience. From sign up to delivery. No waiting rooms and no picking up prescriptions. Second- Theyve deepened customer relationships by offering personalized treatments at scale. Over XX% of customers have a treatment that is tailored specifically to them. Third- The follow up care to ensure the quality of the customer experience. This is not"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723846678941997) 2025-07-22 18:22:06 UTC XXX followers, XXX engagements "@PreseidentMusk I am not sure what percentage of all prescriptions is personalized. But I do know that XX% of all customers have some sort of personalized care as a part of their prescriptions"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948619230095528444) 2025-07-25 05:40:02 UTC XXX followers, XX engagements "@TheStockBro @MorningstarInc Hm just given how much overlap of spaces there is with $SPT $META $GOOG $WIX and $SEMR it sure seems like he has a preference of industry to dive into"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947176022098739264) 2025-07-21 06:05:15 UTC XXX followers, XXX engagements "The fact that $HIMS YoY revenue growth BOTTOMED at XX% is crazy"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1945501134581371336) 2025-07-16 15:09:50 UTC XXX followers, XXX engagements "$VITL up big today on Morgan Stanley raising the price target. Some expectation that the supply issues are recovering"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948035363542622586) 2025-07-23 14:59:58 UTC XXX followers, XXX engagements "@saltoborsodicar Same conflict I am having with $OUST right now. Both them and $VITL are well run companies but the run up has just been so substantial it makes me think that they might be fully valued or possibly even over valued"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948110762205171819) 2025-07-23 19:59:34 UTC XXX followers, XXX engagements "Most of the market has $HIMS backwards. They react to what they're selling. I care more about how they're selling itand how effectively that model is scaling. The stock soars or plummets based on the latest GLP-1 headline. But this isn't about any one specific treatment especially not GLP-1s. It's about the platform they're building. 🧵👇"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723830673461296) 2025-07-22 18:22:02 UTC XXX followers, 10.8K engagements "@bryanrhoades I posted a thread EXACTLY on this and why it shouldnt trade based on GLP-1 headlines. Check it out if youre interested. Pinned on my profile. $HIMS"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948534534993289711) 2025-07-25 00:03:29 UTC XXX followers, XX engagements "@EventuallyWLTHY Its just so hard to know what stocks your following already knows or doesnt. I guess if its something youve never posted about before launch it with a deep dive"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948523781364089202) 2025-07-24 23:20:45 UTC XXX followers, XX engagements "So who are they winning to the platform $HIMS is focused on younger consumers especially those 18-40. This group isn't loyal to the traditional healthcare system and they're the most comfortable receiving care online. By starting with broad high-demand treatments like hair loss and birth control Hims is building customer loyalty early. With the plan to grow with them into other care categories as they age like cholesterol diabetes and menopause. Wide now deep later"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723837736665517) 2025-07-22 18:22:04 UTC XXX followers, XXX engagements "@FinFluentialx @optionsly @deusexdividend @drpetetobin X% dilution (assuming from SBC) is not too hard to stomach given the age of the company"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947171072849408003) 2025-07-21 05:45:35 UTC XXX followers, XX engagements "$HIMS didn't start with ED and hair loss by coincidence. And when they launched HERS it was no coincidence that they started with birth control. They chose these markets very intentionally because of the massive TAMs for each of them. The goal Bring in as many people to their platform as possible. The plan was to go wide and then go deep. Start with the widest nets cast one then grab the next widest. The image below is from their 4Q22 earnings. Notice how 'weight' is listed as a prospective market (what the stock tends to trade on any news of lately). But it is far from alone. There are"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723833923792958) 2025-07-22 18:22:03 UTC XXX followers, XXX engagements "@YodaStockInvest @TheDrugMoney Everyone should invest. For a ton of people that would just mean index funds but dont just save money"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1949140841039315039) 2025-07-26 16:12:44 UTC XXX followers, XX engagements "@TheLongInvest $CELH $META $ELF heck even $GOOGL have all way oversold at some point in recent years. Just have to be paying attention for when. Multiple of those became core positions for me when they over sold on news that was not THAT drastic to the business"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1946257798255297017) 2025-07-18 17:16:33 UTC XXX followers, 2175 engagements "@DueDoctor @PeterPitts If so itll be an amazing buying opportunity. $HIMS is so much more than a GLP-1 play. I talked about this on my recent thread. It really shouldnt trade based on GLP-1 headlines like it does"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1949203580491387322) 2025-07-26 20:22:02 UTC XXX followers, XXX engagements "Agreed. The most telling thing is that when they do get a new customer they don't lose them. They provide value that is hard to replicate or replace and so their customers stick with them. The work they do just ends up making their customers look better too because the applicant does not even know $PGY is involved at any level"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947169036070264927) 2025-07-21 05:37:29 UTC XXX followers, XX engagements "#5 $PETQ (PetIQ) 📅 Bought: 12/1/21 at $XXXXX 📈 Sold: 10/18/23 at $XXXXX 📊 S&P XXX returned XXX% over the same timeframe 💰 Return: +52.6% 🦍 Alpha: +96.3% First off shoutout to @smallcapking2 for putting this one on the radar. Give him a follow He is authentic and shows his wins and losses. Not just a hype train. It took a while to see a return and we had to hold through some troubled waters. But this trade is a perfect example of why measuring alpha matters. Is it the best raw return on the list Not even close. But we found XX% when the market returned just 1.4%so the alpha was very high"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1945495115314979184) 2025-07-16 14:45:55 UTC XXX followers, XXX engagements "@YodaStockInvest You should check out my $hims thread. I think it would be good information for your following to help understand some of their strategy"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948143214986179009) 2025-07-23 22:08:31 UTC XXX followers, XXX engagements "@YodaStockInvest $ZETA isnt as big on here as those but wow is it cult like"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1949163446072971719) 2025-07-26 17:42:33 UTC XXX followers, XXX engagements "@thexcapitalist $SG I am a little skeptical. $DLO I like the price right now and am considering a position"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948513792129991142) 2025-07-24 22:41:04 UTC XXX followers, XXX engagements "I still like $GOOG but I am not worried about chat gpt as much as I am Gemini eating up search engine revenues over time. Obviously has not started yet as the search engine revenue growth is still there but how do they replace that with more and more google searches ending with AI answering That makes the ads less relevant to advertisers"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948143803430478227) 2025-07-23 22:10:52 UTC XXX followers, 1946 engagements "Now lets talk about how $HIMS is winning customers. They have a wide variety of ads that highlight specific treatment options they carry as opposed to the platform as a whole. This allows them to target their ads more precisely to the people who actually need those treatments. While the business theyre building is all about the platform their marketing is focused on individual medications. That might be part of why the stock trades so heavily on individual drug news. But focusing the marketing this way helps them acquire customers at a much lower cost (payback period of less than X year)"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947723840995660290) 2025-07-22 18:22:05 UTC XXX followers, XXX engagements "@GuacBoss Yea I just think the stock might be fully valued. Do you see upside from here"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948533425952149865) 2025-07-24 23:59:05 UTC XXX followers, XX engagements "@YodaStockInvest The companies Not worried about them. The stocks Some might be overvalued right now"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1949010391167578127) 2025-07-26 07:34:22 UTC XXX followers, XX engagements "@palmyInvesting $Goog is a core holding for me. $GRBK is another I own so I am interested to see $DHI earnings. Nothing else that I own has earnings this week. But definitely watching some small cap names and researching a lot"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947292263240945735) 2025-07-21 13:47:09 UTC XXX followers, XX engagements "@DataDInvesting I am glad I got my $HIMS thread posted yesterday before this huge move. Excited to see how earnings go. Menopause and Testosterone treatments will be a huge indicator of how successful the company will be when those officially launch"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948044732221079626) 2025-07-23 15:37:11 UTC XXX followers, XXX engagements "Names Im watching this week: $ZETA $ISSC $SMTI $NXT $SPT $CDLR Still researchingno positions yet. Also intrigued by the $SSTK and $GETY merger. Have you looked into any of these What are you watching this week"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1944792605406937327) 2025-07-14 16:14:24 UTC XXX followers, XXX engagements "@alc2022 Excited to dive in. $ZETA is a super intriguing stock. I haven't gotten to the point of buying (and some people have voiced those disagreements pretty boldly haha) but still learning about it and enjoy learning others perspectives"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947434599719842014) 2025-07-21 23:12:44 UTC XXX followers, XXX engagements "@TheDrugMoney Not the only thing that is compounding $HIMS"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948042114383884368) 2025-07-23 15:26:47 UTC XXX followers, XXX engagements "@bryanrhoades $ELF earlier this year and $GOOG when it was under $XXX also apply"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948534837427507538) 2025-07-25 00:04:41 UTC XXX followers, XX engagements "@YodaStockInvest I have a very good friend who was seriously considering $NVDA in 2015 or so. He passed on the advice of someone close to him. Haunts him to this day and every now and then I bring it up just to mess with him haha"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1949192086101832063) 2025-07-26 19:36:22 UTC XXX followers, XX engagements "#2- $GRWG GrowGeneration 📅 Bought: 9/9/20 at $XXXXX 📈 Sold: 2/12/21 at $XXXXX 📊 S&P XXX return during same period: XXXX% 💰 Our return: XXXXX% 🦍 Alpha: XXXXX Sometimes its better to be lucky than good. There was real revenue growth here but this was still a speculative play. Super small position. Big return. We were more than fortunate to sell when we did. The stock reversed quicklyand has never recovered"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1946247615709847955) 2025-07-18 16:36:05 UTC XXX followers, XX engagements "$GRBK up over X% on news of $DHI earnings. Revenue: $XXXX billion vs $XXX billion consensus EPS: $XXXX vs $XXXX consensus Nice beat but $DHI did guide conservatively. Total units was up but because of the weaker housing market revenue down YoY. Increase in stock buyback program. They thought back XXX million shares in the quarter"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1947669048646615252) 2025-07-22 14:44:21 UTC XXX followers, XXX engagements "@PreseidentMusk I am not sure how they are defining personalized. But that is info straight from their investor presentation"  [@InvestChameleon](/creator/x/InvestChameleon) on [X](/post/tweet/1948622928586604687) 2025-07-25 05:54:44 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@InvestChameleon Chameleon Investor
Chameleon Investor posts on X about hims, $hims, goog, $goog the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +162%
Mentions: XX #
- X Week XXX +150%
Followers: XXX #
- X Week XXX +108%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% fashion brands XXXX%
Social topic influence hims 10.43%, $hims 9.57%, goog 4.35%, $goog 4.35%, $googl 3.48%, $spt 2.61%, googl 2.61%, $zeta 2.61%, radar 1.74%, $semr XXXX%
Top accounts mentioned or mentioned by @thestockbro @preseidentmusk @yodastockinvest @ashton1nvests @optionsly @alc2022 @danielisdizzy @eventuallywlthy @thetechinvest @whatssarcasm @gubloinvestor @palmyinvesting @meeijer @xtimes1 @ericjackson @dividendngrowth @saltoborsodicar @himshouse @bryanrhoades @glptrackerapp
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) SeaPad (SPT) ZetaChain (ZETA) Metadium (META) aelf (ELF) D R Horton Inc (DHI) Green Brick Partners, Inc (GRBK) Autozone Inc (AZO) Eos Energy Enterprises, Inc. (EOSE) Wixlar (WIX) Morgan Stanley (MS) Celsius Holdings, Inc. Common Stock (CELH) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Sweetgreen, Inc. (SG) DLocal Limited Class A Common Shares (DLO) Innovative Solutions & Support (ISSC) Nxt (NXT) PayPal Holdings Inc (PYPL) NVIDIA Corp. (NVDA)
Top Social Posts #
Top posts by engagements in the last XX hours
"Appreciate you sharing his portfolio info. Definitely someone I should make sure to follow. $SPT I considered at one point and passed. $SEMR is VERY much on my radar as of recently. $AZO is so different from the rest of his that it makes me want to go look into it and figure out why"
@InvestChameleon on X 2025-07-21 06:02:40 UTC XXX followers, XX engagements
"@Quality_stocksA Are you worried about AI as a threat to Search Engine Ad Revenues That has been the bread and butter of $GOOGL for forever. And with their own AI answering the questions to more and more searches the threat to ad revenue is substantial to me" @InvestChameleon on X 2025-07-23 20:18:35 UTC XXX followers, XXX engagements
"@Luce_On_TSLA @DividendDude_X Chinese companies tend to have a lot harder time getting real momentum" @InvestChameleon on X 2025-07-26 05:55:14 UTC XXX followers, XX engagements
"@x_times_1 The upside with $EOSE is crazy. Hard to know exactly what point they would turn profitable but with the long term debt they are carrying you would hope it would be sooner rather than later" @InvestChameleon on X 2025-07-26 06:02:07 UTC XXX followers, XXX engagements
"So what do you think Do the controversial marketing strategies concern you or do you like the bold strategy in a sterile space Does the continued expansion into other categories mean an expanding ecosystem or do the potential risks of those categories concern you Is Hims going to live up to the hype as the Netflix of healthcare Or will they be unsuccessful in the expansion into new categories because of the complications with the more nuanced treatment plans required in those categories Lets talk about it in the comments Thanks for reading $HIMS" @InvestChameleon on X 2025-07-22 18:22:10 UTC XXX followers, XXX engagements
"Double beat for $GOOG CapEx increases coming. Stock is down slightly in AH trading" @InvestChameleon on X 2025-07-23 20:16:24 UTC XXX followers, XXX engagements
"So we can see why $HIMS subscriber growth has been through the roof But why are customersstickingaround After all XX% of Hims revenue is recurring. There are a number of contributors to their strong customer retention. First and foremost- the seamless experience. From sign up to delivery. No waiting rooms and no picking up prescriptions. Second- Theyve deepened customer relationships by offering personalized treatments at scale. Over XX% of customers have a treatment that is tailored specifically to them. Third- The follow up care to ensure the quality of the customer experience. This is not" @InvestChameleon on X 2025-07-22 18:22:06 UTC XXX followers, XXX engagements
"@PreseidentMusk I am not sure what percentage of all prescriptions is personalized. But I do know that XX% of all customers have some sort of personalized care as a part of their prescriptions" @InvestChameleon on X 2025-07-25 05:40:02 UTC XXX followers, XX engagements
"@TheStockBro @MorningstarInc Hm just given how much overlap of spaces there is with $SPT $META $GOOG $WIX and $SEMR it sure seems like he has a preference of industry to dive into" @InvestChameleon on X 2025-07-21 06:05:15 UTC XXX followers, XXX engagements
"The fact that $HIMS YoY revenue growth BOTTOMED at XX% is crazy" @InvestChameleon on X 2025-07-16 15:09:50 UTC XXX followers, XXX engagements
"$VITL up big today on Morgan Stanley raising the price target. Some expectation that the supply issues are recovering" @InvestChameleon on X 2025-07-23 14:59:58 UTC XXX followers, XXX engagements
"@saltoborsodicar Same conflict I am having with $OUST right now. Both them and $VITL are well run companies but the run up has just been so substantial it makes me think that they might be fully valued or possibly even over valued" @InvestChameleon on X 2025-07-23 19:59:34 UTC XXX followers, XXX engagements
"Most of the market has $HIMS backwards. They react to what they're selling. I care more about how they're selling itand how effectively that model is scaling. The stock soars or plummets based on the latest GLP-1 headline. But this isn't about any one specific treatment especially not GLP-1s. It's about the platform they're building. 🧵👇" @InvestChameleon on X 2025-07-22 18:22:02 UTC XXX followers, 10.8K engagements
"@bryanrhoades I posted a thread EXACTLY on this and why it shouldnt trade based on GLP-1 headlines. Check it out if youre interested. Pinned on my profile. $HIMS" @InvestChameleon on X 2025-07-25 00:03:29 UTC XXX followers, XX engagements
"@EventuallyWLTHY Its just so hard to know what stocks your following already knows or doesnt. I guess if its something youve never posted about before launch it with a deep dive" @InvestChameleon on X 2025-07-24 23:20:45 UTC XXX followers, XX engagements
"So who are they winning to the platform $HIMS is focused on younger consumers especially those 18-40. This group isn't loyal to the traditional healthcare system and they're the most comfortable receiving care online. By starting with broad high-demand treatments like hair loss and birth control Hims is building customer loyalty early. With the plan to grow with them into other care categories as they age like cholesterol diabetes and menopause. Wide now deep later" @InvestChameleon on X 2025-07-22 18:22:04 UTC XXX followers, XXX engagements
"@FinFluentialx @optionsly @deusexdividend @drpetetobin X% dilution (assuming from SBC) is not too hard to stomach given the age of the company" @InvestChameleon on X 2025-07-21 05:45:35 UTC XXX followers, XX engagements
"$HIMS didn't start with ED and hair loss by coincidence. And when they launched HERS it was no coincidence that they started with birth control. They chose these markets very intentionally because of the massive TAMs for each of them. The goal Bring in as many people to their platform as possible. The plan was to go wide and then go deep. Start with the widest nets cast one then grab the next widest. The image below is from their 4Q22 earnings. Notice how 'weight' is listed as a prospective market (what the stock tends to trade on any news of lately). But it is far from alone. There are" @InvestChameleon on X 2025-07-22 18:22:03 UTC XXX followers, XXX engagements
"@YodaStockInvest @TheDrugMoney Everyone should invest. For a ton of people that would just mean index funds but dont just save money" @InvestChameleon on X 2025-07-26 16:12:44 UTC XXX followers, XX engagements
"@TheLongInvest $CELH $META $ELF heck even $GOOGL have all way oversold at some point in recent years. Just have to be paying attention for when. Multiple of those became core positions for me when they over sold on news that was not THAT drastic to the business" @InvestChameleon on X 2025-07-18 17:16:33 UTC XXX followers, 2175 engagements
"@DueDoctor @PeterPitts If so itll be an amazing buying opportunity. $HIMS is so much more than a GLP-1 play. I talked about this on my recent thread. It really shouldnt trade based on GLP-1 headlines like it does" @InvestChameleon on X 2025-07-26 20:22:02 UTC XXX followers, XXX engagements
"Agreed. The most telling thing is that when they do get a new customer they don't lose them. They provide value that is hard to replicate or replace and so their customers stick with them. The work they do just ends up making their customers look better too because the applicant does not even know $PGY is involved at any level" @InvestChameleon on X 2025-07-21 05:37:29 UTC XXX followers, XX engagements
"#5 $PETQ (PetIQ) 📅 Bought: 12/1/21 at $XXXXX 📈 Sold: 10/18/23 at $XXXXX 📊 S&P XXX returned XXX% over the same timeframe 💰 Return: +52.6% 🦍 Alpha: +96.3% First off shoutout to @smallcapking2 for putting this one on the radar. Give him a follow He is authentic and shows his wins and losses. Not just a hype train. It took a while to see a return and we had to hold through some troubled waters. But this trade is a perfect example of why measuring alpha matters. Is it the best raw return on the list Not even close. But we found XX% when the market returned just 1.4%so the alpha was very high" @InvestChameleon on X 2025-07-16 14:45:55 UTC XXX followers, XXX engagements
"@YodaStockInvest You should check out my $hims thread. I think it would be good information for your following to help understand some of their strategy" @InvestChameleon on X 2025-07-23 22:08:31 UTC XXX followers, XXX engagements
"@YodaStockInvest $ZETA isnt as big on here as those but wow is it cult like" @InvestChameleon on X 2025-07-26 17:42:33 UTC XXX followers, XXX engagements
"@thexcapitalist $SG I am a little skeptical. $DLO I like the price right now and am considering a position" @InvestChameleon on X 2025-07-24 22:41:04 UTC XXX followers, XXX engagements
"I still like $GOOG but I am not worried about chat gpt as much as I am Gemini eating up search engine revenues over time. Obviously has not started yet as the search engine revenue growth is still there but how do they replace that with more and more google searches ending with AI answering That makes the ads less relevant to advertisers" @InvestChameleon on X 2025-07-23 22:10:52 UTC XXX followers, 1946 engagements
"Now lets talk about how $HIMS is winning customers. They have a wide variety of ads that highlight specific treatment options they carry as opposed to the platform as a whole. This allows them to target their ads more precisely to the people who actually need those treatments. While the business theyre building is all about the platform their marketing is focused on individual medications. That might be part of why the stock trades so heavily on individual drug news. But focusing the marketing this way helps them acquire customers at a much lower cost (payback period of less than X year)" @InvestChameleon on X 2025-07-22 18:22:05 UTC XXX followers, XXX engagements
"@GuacBoss Yea I just think the stock might be fully valued. Do you see upside from here" @InvestChameleon on X 2025-07-24 23:59:05 UTC XXX followers, XX engagements
"@YodaStockInvest The companies Not worried about them. The stocks Some might be overvalued right now" @InvestChameleon on X 2025-07-26 07:34:22 UTC XXX followers, XX engagements
"@palmyInvesting $Goog is a core holding for me. $GRBK is another I own so I am interested to see $DHI earnings. Nothing else that I own has earnings this week. But definitely watching some small cap names and researching a lot" @InvestChameleon on X 2025-07-21 13:47:09 UTC XXX followers, XX engagements
"@DataDInvesting I am glad I got my $HIMS thread posted yesterday before this huge move. Excited to see how earnings go. Menopause and Testosterone treatments will be a huge indicator of how successful the company will be when those officially launch" @InvestChameleon on X 2025-07-23 15:37:11 UTC XXX followers, XXX engagements
"Names Im watching this week: $ZETA $ISSC $SMTI $NXT $SPT $CDLR Still researchingno positions yet. Also intrigued by the $SSTK and $GETY merger. Have you looked into any of these What are you watching this week" @InvestChameleon on X 2025-07-14 16:14:24 UTC XXX followers, XXX engagements
"@alc2022 Excited to dive in. $ZETA is a super intriguing stock. I haven't gotten to the point of buying (and some people have voiced those disagreements pretty boldly haha) but still learning about it and enjoy learning others perspectives" @InvestChameleon on X 2025-07-21 23:12:44 UTC XXX followers, XXX engagements
"@TheDrugMoney Not the only thing that is compounding $HIMS" @InvestChameleon on X 2025-07-23 15:26:47 UTC XXX followers, XXX engagements
"@bryanrhoades $ELF earlier this year and $GOOG when it was under $XXX also apply" @InvestChameleon on X 2025-07-25 00:04:41 UTC XXX followers, XX engagements
"@YodaStockInvest I have a very good friend who was seriously considering $NVDA in 2015 or so. He passed on the advice of someone close to him. Haunts him to this day and every now and then I bring it up just to mess with him haha" @InvestChameleon on X 2025-07-26 19:36:22 UTC XXX followers, XX engagements
"#2- $GRWG GrowGeneration 📅 Bought: 9/9/20 at $XXXXX 📈 Sold: 2/12/21 at $XXXXX 📊 S&P XXX return during same period: XXXX% 💰 Our return: XXXXX% 🦍 Alpha: XXXXX Sometimes its better to be lucky than good. There was real revenue growth here but this was still a speculative play. Super small position. Big return. We were more than fortunate to sell when we did. The stock reversed quicklyand has never recovered" @InvestChameleon on X 2025-07-18 16:36:05 UTC XXX followers, XX engagements
"$GRBK up over X% on news of $DHI earnings. Revenue: $XXXX billion vs $XXX billion consensus EPS: $XXXX vs $XXXX consensus Nice beat but $DHI did guide conservatively. Total units was up but because of the weaker housing market revenue down YoY. Increase in stock buyback program. They thought back XXX million shares in the quarter" @InvestChameleon on X 2025-07-22 14:44:21 UTC XXX followers, XXX engagements
"@PreseidentMusk I am not sure how they are defining personalized. But that is info straight from their investor presentation" @InvestChameleon on X 2025-07-25 05:54:44 UTC XXX followers, XX engagements