# ![@Ironic_Ape Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1460326355187511301.png) @Ironic_Ape Ironic Ape

Ironic Ape posts on X about $lmnd, ape, ai, bullish the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1460326355187511301/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460326355187511301/c:line/m:interactions.svg)

- [--] Week [------] -14%
- [--] Month [-------] +25%
- [--] Months [---------] +484%

### Mentions: [--] [#](/creator/twitter::1460326355187511301/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460326355187511301/c:line/m:posts_active.svg)

- [--] Week [--] +13%
- [--] Month [---] +90%
- [--] Months [---] +51%

### Followers: [-----] [#](/creator/twitter::1460326355187511301/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460326355187511301/c:line/m:followers.svg)

- [--] Week [-----] +1.20%
- [--] Month [-----] +3.90%
- [--] Months [-----] +49%

### CreatorRank: [---------] [#](/creator/twitter::1460326355187511301/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460326355187511301/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  63.57% [finance](/list/finance)  32.86% [technology brands](/list/technology-brands)  10% [cryptocurrencies](/list/cryptocurrencies)  5% [automotive brands](/list/automotive-brands)  3.57% [currencies](/list/currencies)  1.43% [exchanges](/list/exchanges)  1.43% [celebrities](/list/celebrities)  1.43% [social networks](/list/social-networks)  1.43% [products](/list/products)  0.71%

**Social topic influence**
[$lmnd](/topic/$lmnd) #31, [ape](/topic/ape) #230, [ai](/topic/ai) 8.57%, [bullish](/topic/bullish) #2954, [insurance](/topic/insurance) 7.14%, [money](/topic/money) 5%, [target](/topic/target) 4.29%, [lemonade inc](/topic/lemonade-inc) #31, [update](/topic/update) 4.29%, [just a](/topic/just-a) 3.57%

**Top accounts mentioned or mentioned by**
[@cedarstresearch](/creator/undefined) [@lemonadeinc](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@daschreiber](/creator/undefined) [@lemonadeincs](/creator/undefined) [@tesla](/creator/undefined) [@tyrobben](/creator/undefined) [@shaiwininger](/creator/undefined) [@mattscottcap](/creator/undefined) [@sama](/creator/undefined) [@elonmusk](/creator/undefined) [@exposingclouter](/creator/undefined) [@paperbaginvest](/creator/undefined) [@fundstrat](/creator/undefined) [@extelligentz](/creator/undefined) [@neilx10](/creator/undefined) [@andycyau](/creator/undefined) [@bjmtweets](/creator/undefined) [@bradsferguson](/creator/undefined) [@tedcruz](/creator/undefined)

**Top assets mentioned**
[Lemonade, Inc. (LMND)](/topic/$lmnd) [The Root Network (ROOT)](/topic/$root) [Tesla, Inc. (TSLA)](/topic/tesla) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Mario Coin (COIN)](/topic/$coin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The DCA continues $LMND"  
[X Link](https://x.com/Ironic_Ape/status/2015811383032463439)  2026-01-26T15:37Z [----] followers, [----] engagements


"Ohhh why not lets do another one $LMND"  
[X Link](https://x.com/Ironic_Ape/status/2015828388649251000)  2026-01-26T16:45Z [----] followers, [----] engagements


"I know a few people in the community have these warrants just a heads up. in case you need to action anything before they expire. $LMND"  
[X Link](https://x.com/Ironic_Ape/status/2016254287131607267)  2026-01-27T20:57Z [----] followers, [----] engagements


"Awesome to finally meet this guy in real life @Neil_X10 - absolute pleasure dude The $LMND ATH Vegas trip is going to be awesome 🥳 #LemonApes 🍻"  
[X Link](https://x.com/Ironic_Ape/status/2016836685955232080)  2026-01-29T11:31Z [----] followers, [----] engagements


"Okay then $LMND"  
[X Link](https://x.com/Ironic_Ape/status/2016904141097095529)  2026-01-29T15:59Z [----] followers, [----] engagements


"Last one for a while - doubled my original $LMND target and rounded off another [----]. ✅"  
[X Link](https://x.com/Ironic_Ape/status/2017274097051336901)  2026-01-30T16:29Z [----] followers, [----] engagements


"LOL Which one of you booted me from the $ROOT community 😂😂😂 I doubt it was @andycyau or @bjmtweets 😅 One community encourages open debate one apparently does not 🤷♂ . came here to post this. Youre welcome 🤦♂ You know Im NOT a $ROOT bull but hard to ignore the multi-year cup and handle I wont be buying but damn - I hope this plays out for you guys 🙏 https://twitter.com/i/web/status/2017764397477761358 https://twitter.com/i/web/status/2017764397477761358"  
[X Link](https://x.com/Ironic_Ape/status/2017764397477761358)  2026-02-01T00:58Z [----] followers, [----] engagements


"Who remembers when $LMND was high BETA 😂 - two years ago it was nearly [--] 😂 - damn - those days were wild 30% daily swings were actually a thing 😅. Today. if the [--] day trend continues $353m of buy backs (covering) from shorts 😅🙌🥳 no longer a shitco an Ai Native application layer future leader the rest of the TSLA investors waking up Congrats to you all and thank you to the folk at Lemonade 👏👏 https://twitter.com/i/web/status/2017768574954193273 https://twitter.com/i/web/status/2017768574954193273"  
[X Link](https://x.com/Ironic_Ape/status/2017768574954193273)  2026-02-01T01:14Z [----] followers, [----] engagements


"http://x.com/i/article/2018088316189515776 http://x.com/i/article/2018088316189515776"  
[X Link](https://x.com/Ironic_Ape/status/2018116533843542061)  2026-02-02T00:17Z [----] followers, [----] engagements


"Fu*k it guess we continue on for the next thousand $LMND"  
[X Link](https://x.com/Ironic_Ape/status/2018365837858521540)  2026-02-02T16:48Z [----] followers, [----] engagements


"Dear shorts - this is $LMND on one of the worst days in the market in years NO ONE IS SELLING [--] days till earnings when they guide for EBITDA profitability and a Fu*ck tonne of revenue growth (In a LOW CAT Q4) 🥳 ohhhh and if you really want to know how screwed you are just look at all these BEAUTIFUL rates still being earned in across California in their serffs (their largest market) and Pet their fastest growing line hint the average weighted rate change is 19.2% (by my count) oh and MILLIONS of impressions across X from all the TSLA community reducing their CAC for car. Expanding their"  
[X Link](https://x.com/Ironic_Ape/status/2018770377674215733)  2026-02-03T19:35Z [----] followers, 10.5K engagements


"@jakebrowatzke Was this you dumping 580k shares the other day"  
[X Link](https://x.com/Ironic_Ape/status/2018841570951537095)  2026-02-04T00:18Z [----] followers, [----] engagements


"Was in a meeting - what I miss $LMND"  
[X Link](https://x.com/Ironic_Ape/status/2019098874493956572)  2026-02-04T17:20Z [----] followers, [----] engagements


"Watch as tomorrow or the next day they announce Fed balance sheet contraction. If anyone is wondering why its all tanking- In my humble opinion (and obviously I dont know for sure) - its what I said a couple months ago and why I took 20% to cash and bought some silver at the breakout. - probably should have left more in the sidelines but hay ho Unemployment is going to rise in the sectors that really do matter - IT software etc. The Fed choice was a surprise to me - I had assumed Trump would do what ever he needed to do to ensure Midterms support and pick a dovish Fed that would throw even"  
[X Link](https://x.com/Ironic_Ape/status/2019119042720636977)  2026-02-04T18:41Z [----] followers, [----] engagements


"$LMND @bradsferguson What happened yesterday is exactly what I was shouting about month or so ago. The market freaking out over a sudden realisation that unemployment is going to impact more than just developers and customer service. The US pivoting to retain its capital (because they are going to @bradsferguson What happened yesterday is exactly what I was shouting about month or so ago. The market freaking out over a sudden realisation that unemployment is going to impact more than just developers and customer service. The US pivoting to retain its capital (because they are going to"  
[X Link](https://x.com/Ironic_Ape/status/2019324334754636233)  2026-02-05T08:16Z [----] followers, [----] engagements


"Waiting for the posts in [--] days after earnings saying I cant believe I could buy $LMND for $70 - [--] weeks ago 😅🤞"  
[X Link](https://x.com/Ironic_Ape/status/2019446303768433081)  2026-02-05T16:21Z [----] followers, [----] engagements


"This week the market is waking up to the impact Ai will have on unemployment soon the market will wake up to the winners the hidden gems that disrupt the legacy incumbents- $LMND 🚀 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz https://t.co/nyFOsohoL0 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles"  
[X Link](https://x.com/Ironic_Ape/status/2019461739880820838)  2026-02-05T17:22Z [----] followers, [----] engagements


". As I said for months. Its about global unemployment 🤦♂ And its why capital and regulatory moats entertainment Infastructure and energy outperform. And why $LMND will outperform and why Ive continued to add despite knowing the shitshow we are entering for months or more likely 2-4 years https://twitter.com/i/web/status/2019503971770196066 https://twitter.com/i/web/status/2019503971770196066"  
[X Link](https://x.com/Ironic_Ape/status/2019503971770196066)  2026-02-05T20:10Z [----] followers, [---] engagements


"People buying $TRUP and selling $LMND are muppets😂 $LMND growing (not declining) have lower loss ratios and fully adapted to weather the Ai storm. Money is moving to the standard go to safe havens were about to get the best buying opportunity ever for so many companies that are being pulled sold off as part of larger groups. I do wish I had stuck to my guns and held the cash longer I can be early - but Im seldom wrong 😂 - Im down hundreds of thousands in a short period and Im sat here smiling cos I was right 😂😂😂 soon people will realise there is a playbook for this. weirdly it was"  
[X Link](https://x.com/Ironic_Ape/status/2019520131076952110)  2026-02-05T21:14Z [----] followers, [----] engagements


"Its not panic selling. I just see other opportunities with a higher risk adjusted return like Hood LMND WW BTC etc it was like [--] weeks DCA for $LMND 🤷♂ Ive been using antigravity for weeks and agents are amazing Claud and Open Ai now bringing more (massively funded) competition into the market. RFPs will be longer and harder to win my bull case was largely dependent on Path having the governance layer as a short term moat but Open Ais frontier model includes this element too as well as well as allowing for 3rd party agent use As more customers enter the market margins tend to compress"  
[X Link](https://x.com/Ironic_Ape/status/2019553756115865846)  2026-02-05T23:28Z [----] followers, [---] engagements


"@CedarStResearch But to be fair they did just land a wicked embedded insurance deal with chase that was pretty cool to see"  
[X Link](https://x.com/Ironic_Ape/status/2019557059377647811)  2026-02-05T23:41Z [----] followers, [---] engagements


"I disagree with your strategy but I respect the take for sure. Could you also share the Money added and taken out to help people know when and how you take gains and keep dry powder explain in more detail the management of margin. I worry a lot of people see the content "All in" and follow you on trades using leverage all in and get nuked"  
[X Link](https://x.com/Ironic_Ape/status/2019700621197054279)  2026-02-06T09:12Z [----] followers, [----] engagements


"Question. If I buy an apartment in Florida for $500k with a $300k mortgage lets say the mortage is $2k a month (just a random figure) and rent it out for $3k a month at the time and then the housing market crashes and the house is suddenly only worth $250k what would you do And why https://twitter.com/i/web/status/2019871055402107040 https://twitter.com/i/web/status/2019871055402107040"  
[X Link](https://x.com/Ironic_Ape/status/2019871055402107040)  2026-02-06T20:29Z [----] followers, [----] engagements


"@zoomyzoomm Post taken down 🫣 - lad should have bought $LMND The capital structures of US health insurance companies are insanely complicated"  
[X Link](https://x.com/Ironic_Ape/status/2019878671738441925)  2026-02-06T20:59Z [----] followers, [--] engagements


"@Ze1ooooo @AndrewDudum Just sayin $LMND for the long term returns 🤷♂"  
[X Link](https://x.com/Ironic_Ape/status/2020136519948763597)  2026-02-07T14:04Z [----] followers, [---] engagements


"Did you read the serffs / Yellow / Blue books - did you account for the impact of risk apportionment between US healthcare competitors - the unique capital structures of US Healthcare insurance companies - I like your posts but I wont pay for a substack - I think knowledge should be shared. Youd do well to look at $LMND if youre trying to compare back to Geico during the inflation period where Buffet doubled down Ive never found a better comparison. Theres a massive differences between US healthcare capital structures / unit economics vs Casualty higher unrestricted margins no sharing or"  
[X Link](https://x.com/Ironic_Ape/status/2020155707903922485)  2026-02-07T15:20Z [----] followers, [---] engagements


"@RealJakeBroe Governments have to step in and provide a high base income to sustain the economy. Modern economics has to fundamentally change and fast. Some kind of taxation on Ai compute energy or dynamic VAT is required. The alternative is a totally broken system"  
[X Link](https://x.com/Ironic_Ape/status/2020259034939752503)  2026-02-07T22:11Z [----] followers, 16.8K engagements


"The world is about to have sudden and rapid deflation. If income rapidly drops (because there are less jobs (permanently) as they have been replaced - naturally there is less income tax generated less income tax means less funds for public Infastructure a country does not survive for long without a mechanism to fund public Infastructure So you can either tax citizens tax companies tax other nations or a combination of all three but as the income tax from citizens decreases over time there will need to be some mechanism to redistribution and apportion the required income to citizens to"  
[X Link](https://x.com/Ironic_Ape/status/2020268970419294662)  2026-02-07T22:50Z [----] followers, [---] engagements


"Thats a one way system without a mechanism for collection and redistribution all the money would flow into the pockets of a few if other counties adopted a different model then the US dollar would loose all value fast and money would be pulled from the country the stock market and economy would tank no one could afford to import anything https://twitter.com/i/web/status/2020285012713590804 https://twitter.com/i/web/status/2020285012713590804"  
[X Link](https://x.com/Ironic_Ape/status/2020285012713590804)  2026-02-07T23:54Z [----] followers, [---] engagements


"@MrMikeInvesting Operating systems going to look very different in a couple years if we have them at all"  
[X Link](https://x.com/Ironic_Ape/status/2020476800619434310)  2026-02-08T12:36Z [----] followers, [---] engagements


"@WheelieInvestor Unfortunately - brand matters 😩 They will outperform - simply from their commercial business but Robinhood is rapidly becoming the category winner for retail and even high net worth"  
[X Link](https://x.com/Ironic_Ape/status/2020775306366472404)  2026-02-09T08:22Z [----] followers, [---] engagements


"TLDR: Don't panic - it's all good. Just to stop anyone nearly having a heart attack. the filing with the SEC today was about Metromile warrants not $LMND ticker. This form was filed because these specific warrants reached their expiration date. Here is the breakdown of why this is happening: Origin: These warrants originally belonged to Metromile (ticker: MILEW). They were issued when Metromile went public via a SPAC merger on February [--] [----]. Acquisition: When Lemonade acquired Metromile in July [----] Lemonade assumed these warrants. They converted into warrants to purchase Lemonade stock"  
[X Link](https://x.com/Ironic_Ape/status/2020978292497711313)  2026-02-09T21:49Z [----] followers, [----] engagements


"Google went developer route with Antigravity you went the everyone route with the UX 👏 Ive used it for maybe 16-20 hours so far - things I love quick very draft feedback while on the train apologies for SPAG errors. Reasoning and the quality of solving complex problems - solved a problem in [--] mins Ive been trying to fix with Gemini [--] pro and antigravity for over a week. Its pick up and go as a non-developer (but with a little scripting [--] years ago) - the learning curve is FAR less. The few attempts to open and view the code on the local host failed a really simple fix - add a preview app"  
[X Link](https://x.com/Ironic_Ape/status/2021138877277196701)  2026-02-10T08:27Z [----] followers, [---] engagements


"As it was written $LMND 🙌 $LMND car now has more search interest than renters https://t.co/AccxUeC5jF $LMND car now has more search interest than renters https://t.co/AccxUeC5jF"  
[X Link](https://x.com/Ironic_Ape/status/2021141581890306298)  2026-02-10T08:37Z [----] followers, [----] engagements


"I have to say this was the most secretive launch yet - Total surprise $LMND $TSLA 🤫 And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj"  
[X Link](https://x.com/Ironic_Ape/status/2021160299735220731)  2026-02-10T09:52Z [----] followers, [----] engagements


"@shai_wininger @Lemonade_Inc @Tesla In car signup anytime soon 🙏"  
[X Link](https://x.com/Ironic_Ape/status/2021216422152573429)  2026-02-10T13:35Z [----] followers, [---] engagements


"The $LMND LLM frontend (with guardrails) will be the single biggest unlock for the next phase of consumer interaction. This has been something Ive been waiting (and looking forward too) for years 🙌 People bullish on embedded partnerships need to understand that once the front end becomes an agent embedded partnerships just become a signature on a page. The technical barriers to collaboration essentially go to zero. People still mostly read LLM and think text based but the LLM architecture unlocks so much more 🙌 At some point (not in the distant future) - every single connected device will"  
[X Link](https://x.com/Ironic_Ape/status/2021333250749366290)  2026-02-10T21:19Z [----] followers, [----] engagements


"Yep. Soon people will wake up after the sell off and think okay. what actually outperforms and then all the money comes piling back into anything with regulatory Capital and Infastructure moats (I place commodities and land into infrastructure) $LMND A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI. A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI"  
[X Link](https://x.com/Ironic_Ape/status/2021613827268186406)  2026-02-11T15:54Z [----] followers, [----] engagements


"Its going to be a hard challenge to solve in time. The only thing I can think off that could work (with a little more consideration) Treat the user identity the same as a PAN tokenise it using the card scheme rails get a network token back that acts as the 1:1 identity for that user. Use the secure element Touch ID and Face ID to electronically sign it. 🤷♂ There has to be a way to leverage the existing rails that exist vs trying to build something global across multiple hardware network and software parties If a token is compromised the TSP can revoke just that one token. You don't have to"  
[X Link](https://x.com/Ironic_Ape/status/2021661646729408908)  2026-02-11T19:04Z [----] followers, [---] engagements


"@mattscottcap I'm going for studio their memory architecture is far better. the 72b model I'm running on my MacBook Pro 4Max 128gb Ram. (but I also do have another agent running and a fair few Chrome windows open at the same time. so a little slower than it could be"  
[X Link](https://x.com/Ironic_Ape/status/2021710055704269075)  2026-02-11T22:16Z [----] followers, [---] engagements


"Law suits seldom hurt public companies for long they tend to get settled out of court but I dont think the world is ready for when the most loyal retail investors turn $Hims 😏😏😏 https://t.co/2LRqkXDFdu 😏😏😏 https://t.co/2LRqkXDFdu"  
[X Link](https://x.com/Ironic_Ape/status/2021735775272919310)  2026-02-11T23:59Z [----] followers, [----] engagements


"😩 - its happening as the market is waking up to the lower cost of entry and increased risk of competition that will very likely erode margins of the established brands as they reduce headline rates to try and maintain share. Coupled with the fear of debt interest payments expanding the deficit leading to a devaluation of the dollar 🤦♂ Liquidity being pulled as a result and at some point will rotate into what will become the future out-performers. https://twitter.com/i/web/status/2021743109143769380 https://twitter.com/i/web/status/2021743109143769380"  
[X Link](https://x.com/Ironic_Ape/status/2021743109143769380)  2026-02-12T00:28Z [----] followers, [---] engagements


"is codex just constantly crashing and quitting for everyone since the update tonight @sama"  
[X Link](https://x.com/Ironic_Ape/status/2021748641497600369)  2026-02-12T00:50Z [----] followers, [---] engagements


"Gap Closed is Black line Blue the lower trend. just in case anyone wants to know. $LMND"  
[X Link](https://x.com/Ironic_Ape/status/2021982689998573747)  2026-02-12T16:20Z [----] followers, [----] engagements


"Local bottom for the day - I'm not a TA guy obviously.$LMND"  
[X Link](https://x.com/Ironic_Ape/status/2021990428145508619)  2026-02-12T16:50Z [----] followers, [----] engagements


"@sama Codex wont stop crashing [--] seconds after opening :( - I miss it please push an update"  
[X Link](https://x.com/Ironic_Ape/status/2021996810584437191)  2026-02-12T17:16Z [----] followers, [---] engagements


"@jakebrowatzke @TheStockPrint"  
[X Link](https://x.com/Ironic_Ape/status/2022415480770924553)  2026-02-13T20:59Z [----] followers, [--] engagements


"As @KabraxFX has continued to block me and my access to the the $root community. I will post my reply here. Glass house my friend. Glass house. 18% over [--] year. (inclusive of a few for tax withholdings). 🤷♂"  
[X Link](https://x.com/Ironic_Ape/status/2022357852900208775)  2026-02-13T17:11Z [----] followers, [----] engagements


"Daniel - How do you not get this yet All you have to do is get a pen some paper. draw a box of where a company is today connect it to the next box write - what happens to this company if Ai does X then just keep going. This is not complicated people are just overthinking stuff at this stage. Capital regulatory and Infastructure barriers to entry will be the moats and where rotation follows at least for now. But thank you for this - cos youve just given me such a great idea https://twitter.com/i/web/status/2022596710216675330 https://twitter.com/i/web/status/2022596710216675330"  
[X Link](https://x.com/Ironic_Ape/status/2022596710216675330)  2026-02-14T09:00Z [----] followers, [---] engagements


"$LMND https://ffnews.com/newsarticle/insurtech/lemonade-buildings-only-uk-launch/ https://ffnews.com/newsarticle/insurtech/lemonade-buildings-only-uk-launch/"  
[X Link](https://x.com/Ironic_Ape/status/1952308516187771335)  2025-08-04T09:59Z [----] followers, [----] engagements


"Growth slowing margins compressing pissed off regulators screwed over manufacturers exec pumping stock while selling it currently no access to decent Oral GLP distribution partners higher competition with regulated price restrictions incoming. Major US policy change to diet (that frankly I agree with) - Trading at [--] Fowsrd P/E. 🤷♂ Could bounce soon on technicals but with the market the way it is - could as easily breakdown here and see lower https://twitter.com/i/web/status/2017398319677415696 https://twitter.com/i/web/status/2017398319677415696"  
[X Link](https://x.com/Ironic_Ape/status/2017398319677415696)  2026-01-31T00:43Z [----] followers, [----] engagements


"Lunch time update [---] months later - Ignore the noise - Follow the signal. Always do what you think is best even if you get shit for it at the time make mistakes learn adapt. Those reallocations from $PYPL $WW $HOOD $COIN ain't looking so bad now.(even after a 20% pullback on $LMND this week) 🙏 and the GME Leaps look like their about to print which will be nice +7.17% between periods in aggregate. Lessons - Should have stuck with my gut on $ASTS - panic sold on technical breakdown locking in 148% gain but fundamentals were getting punchy for pre-revenue (despite a large order book incoming)"  
[X Link](https://x.com/Ironic_Ape/status/2018684954968826352)  2026-02-03T13:56Z [----] followers, [----] engagements


"Just sayin. $HIMS was definitely one of the easier calls got fair bit of hate for this call too 🤷♂ Still Bullish on $WW (not a slam dunk by any means) and yes very aware its down too - Very small amount of calls may well take a position again soon deep value territory now. Amazon pharmacy Partnership ✔ Distribution agreements with manufacturers ✔ New website and brand ✔ Already selling oral FDA approved GLP ✔ If I was a manufacturer- this is where Id double down on the distributors that are playing ball with FDA approved medications - take a strategic stake in $WW clear the rest of the debt"  
[X Link](https://x.com/Ironic_Ape/status/2019574395375689894)  2026-02-06T00:50Z [----] followers, [----] engagements


"Ramping up marketing comms new brand less over weight people larger focus on GLP clear 🖕 on the FDA approved pill. 👏👏 $WW Sooo tempted to go again here at this price point the NVO weekly sales data was only for retail and it was record breaking these guys are the 1st distribution parter live as far as I know and a partnership with Amazon pharmacy trading at [---] P/E 🫣 Yes I know subs are down but they seem to be doing all the right things to turn it around. 🤷♂ https://twitter.com/i/web/status/2019884200200139169 https://twitter.com/i/web/status/2019884200200139169"  
[X Link](https://x.com/Ironic_Ape/status/2019884200200139169)  2026-02-06T21:21Z [----] followers, [----] engagements


"Won't be long until the market wake up and realise the whole world about to buy $AAPL hardware for personal Ai compute and agent use. The Mac's memory architecture is unified. You can run massive 70B+ parameter models locally that would choke an RTX [----]. Once the refurbished stock is bought up. guess where they going. 🤷♂. I've been bearish on Apple for a good long while (despite being an AppleFan boy) innovation died margins kept up by charging customers more while competitors innovate. They absolutely failed on the AI front (so far). but my guess this will be similar to what Covid did for"  
[X Link](https://x.com/Ironic_Ape/status/2021705001614430667)  2026-02-11T21:56Z [----] followers, [----] engagements


"Nom nom nom 🤤 $LMND You cant vibe code a full stack insurance company bell ends 😂"  
[X Link](https://x.com/Ironic_Ape/status/2021981306306044266)  2026-02-12T16:14Z [----] followers, [----] engagements


"@elonmusk @DallasAptGP I love X - I never used twitter I am literally addicted to it now but the one area is totally fucked and really letting the platform down is customer support for algorithmic bans"  
[X Link](https://x.com/Ironic_Ape/status/2022100416566292768)  2026-02-13T00:08Z [----] followers, [---] engagements


"@Exposingclouter May well be Im still waiting for BTC to head lower. Havent added to coin since $70s and flipped BTC at like $107k into $LMND at $36"  
[X Link](https://x.com/Ironic_Ape/status/2022101873659183531)  2026-02-13T00:13Z [----] followers, [--] engagements


"And it wasnt Greta campaigning it wasnt G7 meetings but by demand for crypto and Ai compute BTC AI generated cat videos memes and porn to save the environment 😅 Something that facilitates trade and wealth creation something that entertains (drives dopamine) and something that fulfils a base human need. Shouldnt be surprised really 🫣 https://twitter.com/i/web/status/2022584889879523601 https://twitter.com/i/web/status/2022584889879523601"  
[X Link](https://x.com/Ironic_Ape/status/2022584889879523601)  2026-02-14T08:13Z [----] followers, [---] engagements


"@CedarStResearch @ramahluwalia GPT is the architecture not the open Ai models open AI just branded it Chat GPT because it was using a GPT Its like saying I have a V6 engine not buying the specific parts from them"  
[X Link](https://x.com/Ironic_Ape/status/2023017128295862551)  2026-02-15T12:50Z [----] followers, [--] engagements


"Why is $COIN up after a double miss and all the other companies that reported recently double beat and tanked IMO - Because they are the Infastructure of crypto. 12% of all crypto and subscription revenue up subscriptions lead to consistent recurring (and predictable) income. They won all but one of the institutional contracts a few years ago Revenue down only 5% QoQ with the shitshow that is crypto right now its pretty remarkable but I do feel like they must have spent a shit tonne on acquisition to have such a large delta in revenues vs income or institutional revenue with a lower margin is"  
[X Link](https://x.com/Ironic_Ape/status/2022097836993605645)  2026-02-12T23:57Z [----] followers, [----] engagements


"yep. its not come out of no where its been building for a long time. its why we've all been so bullish its an exponential curve based on the compute and energy expended. its why those that have the architectures to utilise it well outperform. The past few months have been an incredible step change that frankly keeps me awake at night. If you're vibe coding it completely and if you're early on the project I strongly recommend you get it to setup a clean structure for the code base get it to create all the folders etc else it will just keep building you new scripts that cross reference"  
[X Link](https://x.com/Ironic_Ape/status/2023021511326433360)  2026-02-15T13:08Z [----] followers, [--] engagements


"I cant get over how good this is. 🤯 Not only does it look INCREDIBLE but the data lead positioning of each location is spot on. Take the Pet location - my gut feel was that it would be the first bus stop near a major Vet clinic - I was wrong while its close around [---] miles (so still relevant) - but its slightly further away but gets WAY more footfall / impressions. (Im relying on Chat GPT for the exact location of the bus shelters and impression stats - so do shout if Im wrong) State & Lake [--] k eyes/day - Car Ashland & Harrison [--] k - Renters Clark & Schiller (our pets stop) [--] k The"  
[X Link](https://x.com/Ironic_Ape/status/1939238654024589402)  2025-06-29T08:24Z [----] followers, [----] engagements


"Renewed and quota shared reduced from 55% to 20% - revenue about to accelerate Lemonade Announces Successful Renewal of Reinsurance Program - https://t.co/l5zbEUrFlf Lemonade Announces Successful Renewal of Reinsurance Program - https://t.co/l5zbEUrFlf"  
[X Link](https://x.com/Ironic_Ape/status/1939772257057796263)  2025-06-30T19:45Z [----] followers, [----] engagements


"Dont quote me on this and Im still checking through the numbers VERY back of the packet done in [--] mins - it WILL BE WRONG I will try and spend more time to really break it down over the coming days. Assuming change to ceding commission relative to today to something closer to 13.75% of NEP NEP new guidance for FY2025 should be something like $639m ceding commission down to $127.8m growing to NEP [----] FY $1.055bn The change in quota shared brings forward EBITDA and NET Profit into [----] 🫠 @PaperBagInvest what do you have Theres still wiggle room with capital surplus bottoming in [----] with RBC"  
[X Link](https://x.com/Ironic_Ape/status/1939787211274428530)  2025-06-30T20:44Z [----] followers, [----] engagements


"Just woken up and seen Daniels post - the fact they have the ability to go back and renew on the old terms makes this move far more bullish I would love Mangement to share some forward looking guidance on how automation is expected to reduce expenses over the next couple years vs today and a ML prediction glide-path for loss rates. If they provided this and it aligned with my expectations showing that they can indeed continue on this path with current capital surplus without going below 200% RBC it would be very hard for me not to go All In at this juncture (and I think a lot of other"  
[X Link](https://x.com/Ironic_Ape/status/1939932573242671595)  2025-07-01T06:22Z [----] followers, [----] engagements


"We see you Bob 🤫its okay well keep your $LMND secret 🤐 Setting that [--] month price target at $24 and loading up 624k shares during a period where the lowest price was $31 🤣 👏👏 - for the record I actually like most of Bobs earning calls questions but at some point you have to question an average return per transaction of + 1.2%"  
[X Link](https://x.com/Ironic_Ape/status/1940079783930425732)  2025-07-01T16:07Z [----] followers, 15.4K engagements


"Just for fun. $HOOD and $LMND charts - $LMND adjusted to the left from the 3rd week of July [----] 👀"  
[X Link](https://x.com/Ironic_Ape/status/1940476034807374335)  2025-07-02T18:21Z [----] followers, [----] engagements


"Hard not to be bullish when $LMND Gross loss ratio ex-Cat is improving 2% on average QoQ"  
[X Link](https://x.com/Ironic_Ape/status/1940688889683103957)  2025-07-03T08:27Z [----] followers, [----] engagements


"I like the stock - Fair Share price today $95.16 IMO - revised model based on the new quota share I've also taken on community feedback and increased the SG&A spend and made the GLR improve less aggressively in [----] (I know there was a lot of pushback on this but just looking at the mean trend improvement QoQ I think it's doable. I've now included a basic P/E Fair price today discounted back and included into the blended Fair share price today (Book Value P/E and DCF combined). Spreadsheet and updated dashboards on - P.S. if you spot errors or you have any concerns - please do let me know I'm"  
[X Link](https://x.com/Ironic_Ape/status/1941248865572900901)  2025-07-04T21:32Z [----] followers, [----] engagements


"TL;DR: 🏆 Winner: $LMND Signed up for Google Gemini Ultra and just ran the first deep research test to determine which insurance disruptor wins. Est. $LMND Market Cap $131bn [----] It took around [--] minutes cited over [---] sources and reviewed roughly double that to produce the draft. I've uploaded the full unedited prompt as an image below and the complete deep research output is now available on in the file share section. 📑 Download the PDF here: (Full disclosure: I havent read through it all yet - it's LONG) Not surprising when you take human bias away to see ChatGPT o3-Pro and Gemini Ultra"  
[X Link](https://x.com/Ironic_Ape/status/1941783938952839190)  2025-07-06T08:59Z [----] followers, 10.4K engagements


"Bear take - Lemonade will be disrupted by a bigger tech player with vastly more data money and resources 🤦♂ $LMND $AMZN"  
[X Link](https://x.com/Ironic_Ape/status/1942121737497260153)  2025-07-07T07:21Z [----] followers, [----] engagements


"A colleague asked his financial advisor (that manages his portfolio) about investing in $LMND his feedback "It would not be my recommendation they are not profitable and I don't think they are even a real insurance company" This was the level of detail he went into with them. really. This is how early we are"  
[X Link](https://x.com/Ironic_Ape/status/1942539842765697126)  2025-07-08T11:02Z [----] followers, [----] engagements


"This is what todays loco announcement means. This is NOT a little announcement. 🚀🍋 https://chatgpt.com/share/686d824e-27c8-8012-a866-e4873aa8a9a7 https://chatgpt.com/share/686d824e-27c8-8012-a866-e4873aa8a9a7"  
[X Link](https://x.com/Ironic_Ape/status/1942686002402803921)  2025-07-08T20:43Z [----] followers, [----] engagements


"Just going to leave this here - summary of the success rate and average return of all the analysts following LMND. Wrong 77% of the time and an average return per rating of -24.4% on all their calls on LMND🫣 The analyst that rates LMND the highest and a BUY with $60 target is also the best performing analyst across all. Funny that 🤷♂"  
[X Link](https://x.com/Ironic_Ape/status/1942913405465010668)  2025-07-09T11:47Z [----] followers, [----] engagements


"Bought more 😘"  
[X Link](https://x.com/Ironic_Ape/status/1943311040529211877)  2025-07-10T14:07Z [----] followers, [----] engagements


"👀👀👀 - consider my eyes peeled. I like the sound of "just around the corner""  
[X Link](https://x.com/Ironic_Ape/status/1943323624208785754)  2025-07-10T14:57Z [----] followers, [----] engagements


"🚀 New Feature Alert 🚀 - Best on Desktop 🤓 The Lemonade LTV:CAC Simulator is finally live This one took a good long while 😅 Ive made it as comprehensive as possible letting you simulate Loss Ratio glide paths Cross-Sell scenarios Reinsurance and Synthetic Agents impacts Preloaded with combination of Q1 [----] & TTM data. If you spot any bugs or calculation errors please let me know this is community-led and my intention is never to mislead anyone 🙏 - if you don't like my assumptions you can change them to whatever you like. 😅 (Hopefully this finally settles the "Lemonade's SG&A spend is"  
[X Link](https://x.com/Ironic_Ape/status/1944882200216002601)  2025-07-14T22:10Z [----] followers, [----] engagements


"$LMND LTV:CAC Calculator v2 is now live 🚀 Enhanced scenarios Improved UX (mobile-friendly) Minor adjustments to underlying mechanics for increased accuracy Done tinkering for now (unless anyone finds bugs) 😅 Enjoy"  
[X Link](https://x.com/Ironic_Ape/status/1946279503543533980)  2025-07-18T18:42Z [----] followers, [----] engagements


"Nearly [--] hours gone into the website this weekend 😅😴 Once the update is pushed I honestly cant imagine how anyone couldnt rationally see whats about to happen 🚀🚀"  
[X Link](https://x.com/Ironic_Ape/status/1947194259351724042)  2025-07-21T07:17Z [----] followers, [----] engagements


"🚨 With the $LMND community now approaching 3.5k members I felt it time we pushed an upgrade out for years many of us here have been able to see whats just around the corner now. but still so many looking at histroic revenue or lack of prifitbility and dissmissing. I've been okay with this as its given me more time than I ever thought possible to accumulate 🚀🙏 What began as a clunky Lemonade spreadsheet trying my best to guess the future. quickly (well. after 100+ hours of all-nighters and long weekends the past couple weeks) evolved into something much bigger thanks to your feedbackthe"  
[X Link](https://x.com/Ironic_Ape/status/1947809419993223653)  2025-07-23T00:02Z [----] followers, 28.4K engagements


"One day when $LMND is $400 $600 a $1000+ people will just say you got luckily gambling when it was under $50🤦♂ We didnt get lucky - we got ready. Funny how luck always seems to whisper to those willing to work and listen 🤷♂ 🚀🚀 http://Ironic-ape.com http://Ironic-ape.com"  
[X Link](https://x.com/Ironic_Ape/status/1947917140989776254)  2025-07-23T07:10Z [----] followers, [----] engagements


"Happy Sunday everyone Firstly thanks so much for all the feedback over the past few days. its incredibly useful and exactly why I love this community A few quick updates based on your suggestions: I know some might not like the reduced value of the "fair share price today" you'll see when you open the site. compared to the last release. My goal as always is accuracy first guided by data. If the community highlights important considerations Ill always update accordingly. My goal is always to be AS REALISTIC as possible not optimistic not overly cautious. as close to real life as practically"  
[X Link](https://x.com/Ironic_Ape/status/1949539555964772493)  2025-07-27T18:37Z [----] followers, [----] engagements


"Weekly DCA ✅"  
[X Link](https://x.com/Ironic_Ape/status/1949864490465378809)  2025-07-28T16:08Z [----] followers, [----] engagements


"I hope youre all enjoying some well-earned drinks tonight - because you f***ing deserve it What an amazing Quarter On behalf of everyone in the community: thank you We talk a lot of sh*t on X but the truth is for many of us the faith and investment weve placed in you could be life-changing. Youre not just reshaping insurance - the late nights long hours and extra effort each of you puts in every day is quite literally changing the future outcomes for families like mine. 🙏🚀 Thank you"  
[X Link](https://x.com/Ironic_Ape/status/1952690349454893451)  2025-08-05T11:17Z [----] followers, [----] engagements


"Look what happens when you give a bunch of degenerate autistic genius level IQ pisshead gamblers all of the worlds data for $200 a month at just a prompt away and connect them all together in a shared $LMND community. Congrats to all my fellow LMND bulls today - Just the beginning. https://twitter.com/i/web/status/1952746598326260165 https://twitter.com/i/web/status/1952746598326260165"  
[X Link](https://x.com/Ironic_Ape/status/1952746598326260165)  2025-08-05T15:00Z [----] followers, 17.9K engagements


"Lemonades book value is falling because it expensed a surge of customer-acquisition and product-launch spending. GAAP forces those costs to hit earnings today even though the customers will pay premiums for years. With an LTV : CAC above [--] : [--] every dollar spent is building an asset that accounting rules dont let you capitalise. Meanwhile loss ratios are falling gross profit is doubling and a July-2025 reinsurance change will let Lemonade keep far more premium so revenue and profit margins should widen fast. Investors are buying the future cash-flows embedded in those 2-plus million customers"  
[X Link](https://x.com/Ironic_Ape/status/1952835223898734628)  2025-08-05T20:52Z [----] followers, 15.9K engagements


"How can anyone not be bullish looking at the $LMND quarterly 🤷♂ 🔥🔥🔥 For those new here - Welcome - my 1st bit of advice go learn about LTV:CAC Unit economics and Book value and youll quickly understand whats going to happen over the coming quarters and years hint below. 👇 🍋🙏"  
[X Link](https://x.com/Ironic_Ape/status/1953040925220892732)  2025-08-06T10:30Z [----] followers, [----] engagements


"This as it seems is still very misunderstood for $LMND so I wanted to take minute to explain from my perspective if anyone has different views - please jump in This is why Im so confident and bullish on $LMND. When you do an accounting or finance degree you spend years learning how to read a Balance Sheet and P&L. You get fluent in GAAP understand how to reconcile cash flows and can model EBITDA blindfolded. I hold a 1st class degree in Business (and IT). But youre never really taught how to think in terms of unit economics (this came later in my life). Meanwhile in marketing and growth roles"  
[X Link](https://x.com/Ironic_Ape/status/1953188823774486642)  2025-08-06T20:17Z [----] followers, 19.3K engagements


"Keep in mind this is happening today. $LMND - expect updated ratings soon"  
[X Link](https://x.com/Ironic_Ape/status/1953413933588533266)  2025-08-07T11:12Z [----] followers, [----] engagements


"3rd Weekly DCA 😅 $LMND"  
[X Link](https://x.com/Ironic_Ape/status/1953520168702800274)  2025-08-07T18:14Z [----] followers, [----] engagements


"Ill be posting more on this in the coming days. (At a festival at the moment 🤘🎸) I did consider buying after the sell-off but after a few solid hours dissecting their LTV:CAC (no easy task given how Root report) Im giving it a pass. The churn rates are simply too high its like pouring water into a bucket with a hole in the bottom. Their partner channel is strong but D2C is punishing them no surprise theyre trying to shift more volume there. Given current loss ratios theyre already operating about as efficiently as they can yet the LTV:CAC still isnt compelling in my view. On an LTV"  
[X Link](https://x.com/Ironic_Ape/status/1954210204561682489)  2025-08-09T15:56Z [----] followers, [----] engagements


"Every long term $LMND investor this week next week next month next year next decade 🤘🤣🤣"  
[X Link](https://x.com/Ironic_Ape/status/1955263365430870264)  2025-08-12T13:41Z [----] followers, [----] engagements


"Cantor Fitzgerald initiates coverage on $LMND $60 target 🙏"  
[X Link](https://x.com/Ironic_Ape/status/1955376829818343769)  2025-08-12T21:12Z [----] followers, 10.2K engagements


"@ArranGray9 @hypergrowth102 Hes married - [--] years Ive been talking to @PaperBagInvest - this is still how I imagine him at home"  
[X Link](https://x.com/Ironic_Ape/status/1955695696561979887)  2025-08-13T18:19Z [----] followers, [----] engagements


"I think we all know how this game of Risk plays out 😏🍋 $LMND - even kids know you take USA first then Europe then the world"  
[X Link](https://x.com/Ironic_Ape/status/1955720606730596458)  2025-08-13T19:58Z [----] followers, [----] engagements


"Ive spent the past week since Roots earnings digging into whether I should buy the dip. Theres been a lot of noise on X about $LMNDs multiple vs $ROOTs (given Root is profitable). Heres why Im confident $LMND will outperform long term. For the record $ROOT is a solid company and Im rooting for them too. If they can accelerate the Partner strategy and fully pivot into embedded finance it could be compelling. But right now I see no world where $LMND doesnt outperform. And remember every model is wrong. This one will be no exception. Ive included as much detail as possible and all the key"  
[X Link](https://x.com/Ironic_Ape/status/1956735627820421217)  2025-08-16T15:11Z [----] followers, 10.5K engagements


"@HolySmokas $LMND told you a few times now"  
[X Link](https://x.com/Ironic_Ape/status/1957212323896057958)  2025-08-17T22:45Z [----] followers, 19K engagements


"😂😂 LOL Gotta love Wall St SELL IT while quietly scooping up a million $LMND shares. Never even touched their buy zone target 🤔📈 Whats the bet the second theyre done filling up boom bullish upgrade incoming 😂🤷♂ We see you Bob 🤫its okay well keep your $LMND secret 🤐 Setting that [--] month price target at $24 and loading up 624k shares during a period where the lowest price was $31 🤣 👏👏 - for the record I actually like most of Bobs earning calls questions but at some point https://t.co/mA7QLCiBgG We see you Bob 🤫its okay well keep your $LMND secret 🤐 Setting that [--] month price"  
[X Link](https://x.com/Ironic_Ape/status/1957574816992502028)  2025-08-18T22:46Z [----] followers, 14.6K engagements


"Top line up. Margins improving. Well capitalised CF+ now - EBITDA+ a few short months away - Relentless consistent delivery 19/20 beat or raises QoQ since IPO 🤯 30% short interest. @fundstrat paying attention 👀 A+ leadership team A++ brand marketing team A+++ technical team - I need more shares 🫣 - The bears will die on this $LMND hill - the more I dig into the data - Ive never been more bullish than I am right now 🚀🥳 $LMND - (Ins-Prop/Cas) Following a lengthy base breakout these kinds of tight patterns where price scales up vertically on decent volume to break former highs are often"  
[X Link](https://x.com/Ironic_Ape/status/1958077414682034368)  2025-08-20T08:03Z [----] followers, [----] engagements


"$LMND are rapidly expanding into new states and products accelerating filings to align rates with risk all with the same headcount. 🚀 The power of LoCo is only just beginning. 🥳 Can someone in the community start tracking the frequency of expansions Id bet money youll see a nice upwards curve forming - Ive already got too much on Just launched @Lemonade_Inc Pet in Hawaii & Delaware expanding our reach to [--] states nationwide Just launched @Lemonade_Inc Pet in Hawaii & Delaware expanding our reach to [--] states nationwide"  
[X Link](https://x.com/Ironic_Ape/status/1958244847955161530)  2025-08-20T19:08Z [----] followers, [----] engagements


"Connecting the dots: Fundstrats SMID ETF is coming. $LMND fits the brief. Long base breakout with tight action and rising volume $4.2bn mCap fundamentals inflecting 30%+CAGR strong cash liquid SMID profile strong unit economics sector leading NPS Looks like a clean add @fundstrat @MarkNewtonCMT @daschreiber maybe you guys should chat 👀🤞"  
[X Link](https://x.com/Ironic_Ape/status/1958560417736786184)  2025-08-21T16:02Z [----] followers, [----] engagements


"🚨 Ive put together a deep dive (took me a while 😅). Would love to hear what you think. Can cost efficiency really expand TAM Or is insurance demand capped 🔗 🚀 Everyone keeps asking the wrong question about insurance. Shalin is spot on IMO I'm always surprised how few understand this Bears obsess over todays TAM personal commercial the current size in each segment more often than not just the USA. 🤦♂ - But the real questions are: 👉 What happens when you shrink the cost to serve 👉 Do you unlock new customers whove never bought before 👉 Does efficiency create demand as well as margin"  
[X Link](https://x.com/Ironic_Ape/status/1959668863773057174)  2025-08-24T17:27Z [----] followers, [----] engagements


"You dont need to talk to a real person if the journey is seamless. That was Blockbusters blind spot and they paid dearly. Think about it: when someone calls you how often do you reply Hey just on the bus at work or out Ill WhatsApp you Its not just anecdotal. BBB reviews show $LMND has 3x fewer complaints about communication than State Farm - and they're putting up billboards about phone calls 😂 Forget the financial models and investor jargon. Just ask yourself: which flow would you actually prefer as a customer and why I tried to power user my way through State Farm as fast as humanly"  
[X Link](https://x.com/Ironic_Ape/status/1960258516846879176)  2025-08-26T08:30Z [----] followers, 18.3K engagements


"$LMND already delivers 3x fewer communication complaints than competitors. Imagine the impact as real-time voice agents scale 📈 Their NPS for agentic communication is superb. Contact centre costs have always scaled linearly with revenue. Until now. This is real-world margin expansion in real time unlocking global growth in any language 👏👏👏 They are one of a handful of lighthouse brands showcased by OpenAI. Think about the head start: while legacy players debate budgets build roadmaps and slowly deploy $LMND is already releasing the next generation 😂👏 Great to see @Lemonade_Inc featured"  
[X Link](https://x.com/Ironic_Ape/status/1961120825459052625)  2025-08-28T17:36Z [----] followers, [----] engagements


"🚨 New Article: The Upside-Down Math of Growth Financing 👉 When 16% beats 9.5% by a mile. $LMND Synthetic Agents vs $HIPO surplus note. Same $50m. Different outcomes. Sometimes more is less. I dig into the CCC debt chatter and the capital structure trade offs. Just my thoughts NFA. DYOR. If you enjoy find value and want more drop us a like and follow. I.A. 🦧🚀 Note: I published this about [--] hours ago. It was directionally correct but the Synthetic Agents numbers were not good enough couldn't sleep knowing it was slightly off. So I reworked it: [--] hours [--] quarterly reports and some updated"  
[X Link](https://x.com/Ironic_Ape/status/1961989873193066576)  2025-08-31T03:10Z [----] followers, [----] engagements


"Quiet for personal family reasons - still mega bullish - few people asking. Just making it clear.🚀"  
[X Link](https://x.com/Ironic_Ape/status/1966987076068311452)  2025-09-13T22:07Z [----] followers, [----] engagements


"Piper Sandler raises $LMND to $60 up from $55 on the 14th Aug"  
[X Link](https://x.com/Ironic_Ape/status/1968345841976127563)  2025-09-17T16:06Z [----] followers, [----] engagements


"These boys work faster than #Southpark 😂🙏👏👏👏 $LMND Does Statefarm's new billboards attacking Lemonade remind you of anything $LMND https://t.co/usAbxqv6aY Does Statefarm's new billboards attacking Lemonade remind you of anything $LMND https://t.co/usAbxqv6aY"  
[X Link](https://x.com/Ironic_Ape/status/1968388440954896450)  2025-09-17T18:55Z [----] followers, [----] engagements


"Never thought Id see the day when $LMND had a TipRanks smart score of [--] its been 1-2 for sooo many years 🫣🍋 and on triple witching day 🤑 📈"  
[X Link](https://x.com/Ironic_Ape/status/1969082325154558135)  2025-09-19T16:53Z [----] followers, [----] engagements


"$LMND 3rd touch - send it to $72 already 😂😂 - IM READY"  
[X Link](https://x.com/Ironic_Ape/status/1969109006934245712)  2025-09-19T18:39Z [----] followers, [----] engagements


"I dont have as much time right now to work on projects as Id like Ive got two half-finished ones and Im not sure which to prioritise. What do you think the community would find most useful Fundamentals vs Technicals [--]. TA Tool for LMND This one digs into highly specific technical analysis for LMND. I know TA divides opinion some dismiss it others rely on it entirely. Personally Im 80% long-term investor but about 20% trading (on other stocks). For LMND I mostly DCA but sometimes the price hits levels that are just too good not to add more than usual. Im not a technical trader by nature so I"  
[X Link](https://x.com/Ironic_Ape/status/1969714944930398612)  2025-09-21T10:46Z [----] followers, [----] engagements


"🚀🥳📈🍋 - $LMND overnight ripping"  
[X Link](https://x.com/Ironic_Ape/status/1969921866304258193)  2025-09-22T00:29Z [----] followers, 16.5K engagements


"Weekly DCA ✅"  
[X Link](https://x.com/Ironic_Ape/status/1970856679718768889)  2025-09-24T14:23Z [----] followers, [----] engagements


"Bought some more"  
[X Link](https://x.com/Ironic_Ape/status/1970937820467560482)  2025-09-24T19:46Z [----] followers, [----] engagements


"Appreciate no official prints out yet - but this would be my bestguess for $LMND short interest today - who needs S3 data 😂🤷♂ - just a little something Im working on"  
[X Link](https://x.com/Ironic_Ape/status/1970960444421464420)  2025-09-24T21:16Z [----] followers, [----] engagements


"Well fu*k me. $ABCL"  
[X Link](https://x.com/Ironic_Ape/status/1973516429933813856)  2025-10-01T22:32Z [----] followers, [----] engagements


"Wait for a day or so for the analysts to realise the opportunity upside for both $LMND and $PYPL here. The stock action today is madness 😂 - I was seriously considering starting a new large position this week (not selling $LMND) but now I dont know the market cant fathom the potential if done well. [--]. $PYPL have heaps of capital but declining growth : $LMND need capital and its the only thing slowing growth 😂 #dreampartner Imagine the bears faces if as part of a strategic partnership $PYPL front the capital requirements as a reinsurance parter via their canneries captive (is this why they"  
[X Link](https://x.com/Ironic_Ape/status/1975282338381635701)  2025-10-06T19:29Z [----] followers, 20.6K engagements


"When some of the best leaders in the world are joining the board of a $3.8bn company you know theres something really special brewing behind the scenes. 🥹👏👏👏🚀 Another exciting board update: Prashant Ratanchandani @Metas VP of AI Products will be joining @Lemonade_Incs board Another exciting board update: Prashant Ratanchandani @Metas VP of AI Products will be joining @Lemonade_Incs board"  
[X Link](https://x.com/Ironic_Ape/status/1978445288651071683)  2025-10-15T12:58Z [----] followers, [----] engagements


"Well thats another $30-40 bucks saved on every TSLA policy 🤷♂ Better data for risk models than just a mobile and yet another frictionless experiance. $LMND just keeps delivering. 🚀🍋🥳 Were starting to roll out direct integration with @Tesla vehicles removing the need for a UBI device in our Pay Per Mile product. This makes activating Lemonade Car on Teslas effortless and lets us cut hardware and shipping costs helping lower prices for Tesla drivers even https://t.co/1VuoYqwmsD Were starting to roll out direct integration with @Tesla vehicles removing the need for a UBI device in our Pay"  
[X Link](https://x.com/Ironic_Ape/status/1978957679524491304)  2025-10-16T22:54Z [----] followers, [----] engagements


"$TSLA $LMND 🚀 If @elonmusk is game we'd be happy to explore insuring Tesla FSD miles for (almost) free. If @elonmusk is game we'd be happy to explore insuring Tesla FSD miles for (almost) free"  
[X Link](https://x.com/Ironic_Ape/status/1979186095154684119)  2025-10-17T14:01Z [----] followers, [----] engagements


"Expect a $2m one off expense line in Q4 - case settled for the data access issues reported back in April. Never ideal to see an expense like this but glad its now closed and not an open ended question hanging over shareholders. Line in the sand - can now move on"  
[X Link](https://x.com/Ironic_Ape/status/1981886075501949359)  2025-10-25T00:50Z [----] followers, [----] engagements


"Its not just the $LMND acquisition funnel thats done well its every single touch point. Little things like this matter so much by making it frictionless to update their payment method the renewal payment is more likely to be successful less chance of a fee for a declined auth lower chance of needing to contact the customer or have the customer phone in this reduces the chance of a debt cycle and or policy churn. Customer is happier with a better NPS so something as simple as making it easy to update a card means less operational cost for debt collection higher retention rates higher NPS score"  
[X Link](https://x.com/Ironic_Ape/status/1982331643290406954)  2025-10-26T06:21Z [----] followers, [----] engagements


"Shorts. $LMND"  
[X Link](https://x.com/Ironic_Ape/status/1982809012895617127)  2025-10-27T13:58Z [----] followers, [----] engagements


"A fair few new people looking at $LMND now gentle reminder for those entering recently $LMND earnings = fireworks. Since Q3 [----] the typical next-day move is 14.3% across [--] earnings. Direction: 🔄 Up closes in [--] of [--] events = 55% EPS beats in [--] of [--] = 80% Magnitudes: 📈 On EPS beats that finish green average pop is +15.1% (10 of 16) and On EPS misses that finish red average drop is 11.3% (3 of 4) Mad moves: 🚀🧨 +47.0% on Nov [--] [----] 27.7% on Feb [--] [----] Q3 tends to be volatile with CAT weather and higher SG&A. Weather has been calm so if ADR holds near 84% and SG&A stays typical I think"  
[X Link](https://x.com/Ironic_Ape/status/1984058712655360006)  2025-10-31T00:43Z [----] followers, 18.4K engagements


"I reduced my crypto exposure a while back and flipped it all into $LMND - Ive had the least exposure to Crypto in years added [---] shares of $CRCL today on the retest (long term hold but may have selective trimming before lock up ends) also added [---] shares of $PYPL today - Hold time TBD based on execution ability of Agentic Commerce integrations stable coin adoption and ads scaling"  
[X Link](https://x.com/Ironic_Ape/status/1984302293269770724)  2025-10-31T16:51Z [----] followers, [----] engagements


"Few people asked if I sold $LMND for new positions- so just wanted to clarify - As Im now getting close to my allocation for $LMND (2x my original target) - I plan to start adding new positions over the next few months - the plan for IronicApe was always to be multiple positions. Ive always held around 15-25 of which 80% long term buys and 20% tactical swing or short term bets. Im only posting this here as the brand and content will evolve over the coming months to include other tickers. (Probably much to lemonades IR / Comms teams relief 😅🫣) For the avoidance of doubt - not selling a"  
[X Link](https://x.com/Ironic_Ape/status/1984696841854681455)  2025-11-01T18:59Z [----] followers, [----] engagements


"Honestly - I know $Hims is up after hours but this is not bullish IMO its not terrible - but its not bullish 🤷♂ Net adds in quarter [-----] down 92.5% from the same Q last year with a 27% YOY increase in marketing expense in absolute terms🫣 Margin compression and flattening growth in customer counts Stock up 3% but with -3.1% Weighted avg. diluted share count - its essentially flat right now 🤷♂ Cost of revenue up +87.6% while revenue growth +49.2% Nice cross sell to existing customers"  
[X Link](https://x.com/Ironic_Ape/status/1985474697757409786)  2025-11-03T22:30Z [----] followers, 10.8K engagements


"Just wow. $LMND just keep delivering I tried to grab another [---] shares before the market realised which is why I'm late posting but the order didn't fill :( - off to the moon we go 🚀 LMND Q3: revenue $194.5M up 42% YoY. Gross profit $79.9M up 113% YoY at a 41% margin. Gross loss ratio 62% and TTM 67% set new lows. Source: Q3 [----] letter. Guidance scorecard LMND beat Q3 guidance on IFP GEP revenue and Adj EBITDA. New FY25 guide raised on all four metrics with a tighter EBITDA loss range. Reinsurance effect Ceded earned premium fell to 49% of GEP from 55% in Q2. Net written premium jumped to"  
[X Link](https://x.com/Ironic_Ape/status/1986018719693221978)  2025-11-05T10:32Z [----] followers, [----] engagements


"I said this last time - and Ill say it again thank you you guys just keep delivering Its amazing to watch To each and everyone person your side marketing teams - amazing product and tech teams amazing claims teams supporting the customers so amazingly well during the CAT season setting yourself up for success long term just everyone across the board and leadership for taking the time to engage with the community spotting and fixing the smallest detail from email formatting to the smallest bugs in every workflow - the immense focus on every single tiny detail shows up at the macro continuously"  
[X Link](https://x.com/Ironic_Ape/status/1986024268954489111)  2025-11-05T10:54Z [----] followers, [----] engagements


"Executed options (were expiring soon been holding since before Q2) - added [---] more $LMND shares today"  
[X Link](https://x.com/Ironic_Ape/status/1986174725115249066)  2025-11-05T20:52Z [----] followers, [----] engagements


"$ROOT Q3: revenue +27% YoY +1% QoQ. NPE +29% YoY. Policies [------] +14.5% YoY. GLR 58.5%. Net combined 102.1% vs 95.2% Q2 from higher expenses plus a non cash Carvana warrant $17M. Distribution scaling: [--] states independent agent new writings 3x YoY. My concerns still remain the same and my calls are likely cooked I feel- no additional partner channel growth SG&A spend up and yet revenue only up 1% QoQ. They are paying to fill a leaky bucket IMO they also have seen an increase in LAE - not ideal on the same day $LMND shows massive improvement and told investors to expect it to half again Im"  
[X Link](https://x.com/Ironic_Ape/status/1986188176365658567)  2025-11-05T21:45Z [----] followers, [----] engagements


"Wow - 🤯🤯🤘 $LMND LTV:CAC at 4.9x and if they had the same quarter but were self funding i.e. without Synthetic Agent 16% IRR drag on margin it would be 5.7x Once theyre in a significant cash-generating position and start to ratchet down the SA use. wow they will be able to reduce headline rate and take market while still maintaining amazing unit economics Theres [-------] policies in force (derived metric as not reported directly) so it looks like only about 5.58% of the customers have actually been cross sold to so far (MASSIVE OPPORTUNITY). Would be great to see this move up as car ramps."  
[X Link](https://x.com/Ironic_Ape/status/1986918093323427949)  2025-11-07T22:06Z [----] followers, [----] engagements


"The fear and greed index is at [--] extreme fear and $LMND is at $75 😂 Thank you for your attention to this matter"  
[X Link](https://x.com/Ironic_Ape/status/1986986858979729829)  2025-11-08T02:39Z [----] followers, [----] engagements


"If youre shorting $LMND - please read. I like asymmetric bets but Ill never understand why people continue to short something where the underlying unit economics are so clearly defined and trending positive. A company thats underlying technology is getting subsidised by $100s of billions of investment indirectly from OpenAi Google X Perplexity Claud etc. every $ invested in those companies ultimately creates value that flows DIRECTLY into $LMND There is an asymmetric risk to the downside vs upside shorting. please really consider how you play this next do you really want to blow your entire"  
[X Link](https://x.com/Ironic_Ape/status/1987107786170216647)  2025-11-08T10:39Z [----] followers, [----] engagements


"I really hate expert subscriptions here. This should be the place where knowledge is shared freely. Paywalling knowledge one-way cuts you off from learning in return. That breeds arrogance and missed opportunities. Just how I feel 🤷♂"  
[X Link](https://x.com/Ironic_Ape/status/1987247182689226850)  2025-11-08T19:53Z [----] followers, [----] engagements


"$LMND to meet Oppenheimer last time they met(12th Aug) - for the avoidance of doubt no pump just facts"  
[X Link](https://x.com/Ironic_Ape/status/1988180412146085936)  2025-11-11T09:42Z [----] followers, [----] engagements


"The only reason you make more by selling less is due to suboptimal risk selection and an expense base to serve thats scales with premium growth. (until you take a large share of the specific LOB market) If LMND ever get to a point where they need to slow growth to ensure they dont dilute the risk pool then Ill be long retired and very very wealthy 😅"  
[X Link](https://x.com/Ironic_Ape/status/2007457685411639520)  2026-01-03T14:23Z [----] followers, [---] engagements

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