# ![@JonahLupton Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::14579415.png) @JonahLupton Jonah Lupton

Jonah Lupton posts on X about $rddt, $app, stocks, $zs the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::14579415/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14579415/c:line/m:interactions.svg)

- [--] Week [-------] +50%
- [--] Month [---------] +220%
- [--] Months [---------] +32%
- [--] Year [---------] -82%

### Mentions: [--] [#](/creator/twitter::14579415/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14579415/c:line/m:posts_active.svg)

- [--] Week [---] no change
- [--] Month [---] +144%
- [--] Months [---] -21%
- [--] Year [-----] -49%

### Followers: [-------] [#](/creator/twitter::14579415/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14579415/c:line/m:followers.svg)

- [--] Week [-------] +0.21%
- [--] Month [-------] -0.04%
- [--] Months [-------] -2.90%
- [--] Year [-------] -4.30%

### CreatorRank: [-------] [#](/creator/twitter::14579415/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14579415/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  63.57% [technology brands](/list/technology-brands)  22.86% [finance](/list/finance)  20% [social networks](/list/social-networks)  11.43% [cryptocurrencies](/list/cryptocurrencies)  5% [countries](/list/countries)  4.29% [currencies](/list/currencies)  1.43% [financial services](/list/financial-services)  1.43% [exchanges](/list/exchanges)  0.71% [ncaa football](/list/ncaa-football)  0.71%

**Social topic influence**
[$rddt](/topic/$rddt) #63, [$app](/topic/$app) #30, [stocks](/topic/stocks) #3541, [$zs](/topic/$zs) #18, [$cpng](/topic/$cpng) #43, [$tmdx](/topic/$tmdx) #35, [$hims](/topic/$hims) #282, [at least](/topic/at-least) 4.29%, [business](/topic/business) 3.57%, [in the](/topic/in-the) 3.57%

**Top accounts mentioned or mentioned by**
[@nietschecapital](/creator/undefined) [@anandragn](/creator/undefined) [@himshouse](/creator/undefined) [@annisen](/creator/undefined) [@capexandchill](/creator/undefined) [@frameworkwisely](/creator/undefined) [@mathlonning](/creator/undefined) [@coinviction](/creator/undefined) [@valuseeker20](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@wallstaction](/creator/undefined) [@app_hyd](/creator/undefined) [@dversepr](/creator/undefined) [@jxcx1990](/creator/undefined) [@chriscamillo](/creator/undefined) [@singularityres](/creator/undefined) [@investorcompass](/creator/undefined) [@justbuilding](/creator/undefined) [@indiana618](/creator/undefined) [@bitcoinbutcher1](/creator/undefined)

**Top assets mentioned**
[Reddit, Inc.  (RDDT)](/topic/$rddt) [AppLovin Corporation (APP)](/topic/$app) [Zscaler Inc (ZS)](/topic/$zs) [Coupang, Inc.  (CPNG)](/topic/$cpng) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Eli Lilly and Company (LLY)](/topic/$lly) [Datadog Inc (DDOG)](/topic/$ddog) [Iris Energy Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [MongoDB, Inc. (MDB)](/topic/$mdb) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) [WIX.com Ltd. (WIX)](/topic/$wix) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Aspen Aerogels, Inc. (ASPN)](/topic/$aspn) [Netflix Inc (NFLX)](/topic/$nflx) [Twilio, Inc. (TWLO)](/topic/$twlo) [Novo-Nordisk (NVO)](/topic/$nvo) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Helium IOT (IOT)](/topic/$iot) [Duolingo, Inc.  (DUOL)](/topic/$duol) [ServiceNow Inc (NOW)](/topic/servicenow) [Goldman Sachs (GS)](/topic/goldman-sachs) [Metadium (META)](/topic/$meta) [Amphastar Pharmaceuticals, Inc. (AMPH)](/topic/$amph) [Paycor HCM, Inc. (PYCR)](/topic/$pycr) [SpaceN (SN)](/topic/$sn) [Elevance Health Inc (ELV)](/topic/$elv) [GM (GM)](/topic/$gm) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Sea Limited (SE)](/topic/$se) [Skrumble (SKM)](/topic/$skm) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Pinterest, Inc. (PINS)](/topic/$pins) [Strategy (MSTR)](/topic/$mstr) [Oklo Inc. (OKLO)](/topic/$oklo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Great commentary on $APP and highlights from the earnings call. As always $APP management provided a masterclass for investors on how to think about the underlying currents and ever changing landscape in adtech Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company as a gaming ad network rather than what it clearly becoming which is a universal discovery utility for the attention economy. The headline numbers are phenomenal with Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company"  
[X Link](https://x.com/JonahLupton/status/2021918083019932084)  2026-02-12T12:03Z 551.5K followers, 32K engagements


"Big support level for $APP"  
[X Link](https://x.com/JonahLupton/status/2021972207455678556)  2026-02-12T15:38Z 551.5K followers, 19K engagements


"$AMPH through VWAPs $PYCR above [-----] $SN above [-----] $ELV above 555.05"  
[X Link](https://x.com/JonahLupton/status/1829146275503042769)  2024-08-29T13:17Z 549.6K followers, 14.1K engagements


"@munzooo_ @jsaurav91 Did not own any $ASPN into earnings. $GM gave plenty of warnings about their EV business"  
[X Link](https://x.com/JonahLupton/status/1991432772486119427)  2025-11-20T09:05Z 549.6K followers, [---] engagements


"@ChazRonColeman @ScottVallow I didn't own any $ASPN into earnings GM gave plenty of warnings about their EV business slowing down that obviously impacts $ASPN directly so I was out of the stock 6+ weeks ago"  
[X Link](https://x.com/JonahLupton/status/1993356235316310296)  2025-11-25T16:28Z 549.6K followers, [----] engagements


"Here are [--] charts that have my attention this week. $NFLX -- down -33% pulled back to trendline and VWAP from January [----] gap up $DDOG -- down -38% pulled back to the August lows $ZS -- down -38% pulled back to the [----] highs should have strong support in the 214-215 range $CPNG -- down -36% yesterday it closed the gap from April [----] https://twitter.com/i/web/status/2011399082829353149 https://twitter.com/i/web/status/2011399082829353149"  
[X Link](https://x.com/JonahLupton/status/2011399082829353149)  2026-01-14T11:24Z 549.6K followers, 88.3K engagements


"$GRAB down -35% from recent highs trading at 18x [----] EV/EBITDA with EBITDA expected to grow at 35-40% CAGR for next few years bouncing off VWAP from [----] lows"  
[X Link](https://x.com/JonahLupton/status/2012133937959842141)  2026-01-16T12:04Z 549.7K followers, [----] engagements


"$ODD down -58% from highs closed multiple gaps approaching [----] lows trading at 10x [----] EV/EBITDA with EBITDA expected to grow at 20% CAGR for the next few years"  
[X Link](https://x.com/JonahLupton/status/2012134461614530787)  2026-01-16T12:06Z 549.7K followers, [----] engagements


"This past Friday I spoke with one of the sell-side analysts that covers $TMDX they spoke to the CEO the prior day and came away from that call very optimistic/bullish about the next 18-24 months. Fwiw this analyst has a buy rating on the stock. I won't get into everything we talked about but I will share a few things: 1) The analyst said after making calls to multiple hospitals they confirmed they're having significant issues with OrganOx machines and many of them (if not most/all of them) are planning to switch to $TMDX. Considering that OrganOx has 1/3 of the liver transplant market this"  
[X Link](https://x.com/JonahLupton/status/2013633388314259651)  2026-01-20T15:23Z 549.6K followers, 44.7K engagements


"$TEAM is back to the [----] lows $SE approaching a big support area $CPNG at a big support channel https://twitter.com/i/web/status/2013957786024001693 https://twitter.com/i/web/status/2013957786024001693"  
[X Link](https://x.com/JonahLupton/status/2013957786024001693)  2026-01-21T12:52Z 549.7K followers, 13K engagements


"@anni_sen $MDB trying to hold the 65d which would be my line in the sand because there's a nasty gap down to $335"  
[X Link](https://x.com/JonahLupton/status/2014096856184156417)  2026-01-21T22:04Z 549.5K followers, [----] engagements


"@anni_sen Just on technicals $TWLO looks interesting here bouncing off the 200d with alot of VWAP support just below"  
[X Link](https://x.com/JonahLupton/status/2014097061004579221)  2026-01-21T22:05Z 549.5K followers, [----] engagements


"@jxcx1990 I like healthcare"  
[X Link](https://x.com/JonahLupton/status/2014109018579456210)  2026-01-21T22:53Z 550K followers, [---] engagements


"@ChrisCamillo $SKM up 30% in the past week some of that is definitely priced in now assuming they did 30-40x on the $100M investment. Always hard to know how much stocks will rerate in these situations. We saw it with $ZM yesterday for the same reason"  
[X Link](https://x.com/JonahLupton/status/2016185489900843515)  2026-01-27T16:24Z 549.5K followers, [----] engagements


"$TTD sitting on the .786 fibs retracement from the IPO (2016) to the ATH (2024). Very curious if we see a bounce here. **definitely no position in $TTD but now trading at 12x NTM EV/EBITDA (using consensus estimates) which is probably the cheapest it's been in a long time (of course it can always get cheaper) $RBRK filled the April gap today because the stock is down in sympathy with $CVLT If you look at recent analyst notes expert call transcripts and the BWG panel discussion (Nov2025) they all say that $RBRK is likely taking market share from Commvault (CVLT) and others because"  
[X Link](https://x.com/JonahLupton/status/2016201022968861150)  2026-01-27T17:25Z 550.2K followers, 34.3K engagements


"@Nietschecapital $PINS is back to the IPO prices $23-24 does look like a really important level"  
[X Link](https://x.com/JonahLupton/status/2016251696800792797)  2026-01-27T20:47Z 549.4K followers, 12K engagements


"Politicians rarely miss and we all know why 👀 BREAKING: We just caught another interesting trade. Representative Dale Strong made a single stock purchase yesterday. He bought stock in the data center company $IREN. Strong sits on the appropriations committee which sets government spending. https://t.co/5bozw0986l BREAKING: We just caught another interesting trade. Representative Dale Strong made a single stock purchase yesterday. He bought stock in the data center company $IREN. Strong sits on the appropriations committee which sets government spending. https://t.co/5bozw0986l"  
[X Link](https://x.com/JonahLupton/status/2017047672272667129)  2026-01-30T01:30Z 549.5K followers, 44.2K engagements


"@rahmbotrades Its definitely possible"  
[X Link](https://x.com/JonahLupton/status/2017054938694574452)  2026-01-30T01:59Z 549.8K followers, [----] engagements


"@NandiGur @JustTradingHoy $CPNG operates in South Korea but it's actually a US based company"  
[X Link](https://x.com/JonahLupton/status/2017240313438343344)  2026-01-30T14:15Z 549.5K followers, [---] engagements


"@_HalalTrader_ SK Hynix still looks very cheap"  
[X Link](https://x.com/JonahLupton/status/2017604664485630060)  2026-01-31T14:23Z 549.5K followers, [----] engagements


"@khushkhushkhush Yup peptides is the wild wild west most people are taking stuff that comes from China and its definitely not 99% pure as the label suggests. We need 2-3 legit companies that can bring credibility and accountability to the peptide space"  
[X Link](https://x.com/JonahLupton/status/2017654720211431532)  2026-01-31T17:42Z 549.5K followers, [----] engagements


"@himshouse @HoopsnHedges Id rather see a $LLY partnership if it means getting Retatrutide which is likely to destroy the GLP-1s and become the biggest drug of all time. even though its barely a drug since its a peptide"  
[X Link](https://x.com/JonahLupton/status/2017662160852160783)  2026-01-31T18:12Z 550.2K followers, [---] engagements


"@J0nathanKayy Solid analysis assuming the SK government and regulators back off $CPNG looks like a good buy at these prices"  
[X Link](https://x.com/JonahLupton/status/2017742722912674228)  2026-01-31T23:32Z 549.6K followers, [----] engagements


"Im a huge believer in peptides because this is the best Ive felt in 10+ years: NAD+ BPC-157 TB-500 GHK-CU TESAMORELIN SERMORELIN MOTS-C GLUTATHIONE CJC-1295 I really hope $HIMS will have all of these and more. We need a trustworthy company that isnt sourcing from China. https://twitter.com/i/web/status/2017754476635893762 https://twitter.com/i/web/status/2017754476635893762"  
[X Link](https://x.com/JonahLupton/status/2017754476635893762)  2026-02-01T00:18Z 549.5K followers, [----] engagements


"Id lean towards NAD+ or the Tesamorelin/Ipamorelin/CJC1295 blend but its hard to say. Each peptide serves a different purpose. BPC/TB help with repair and recovery which is important for anyone lifting weights every day. Mots-c and GHK are both recent additions to my daily regime whereas Ive been using these other ones for 18+ months. https://twitter.com/i/web/status/2017765340671885457 https://twitter.com/i/web/status/2017765340671885457"  
[X Link](https://x.com/JonahLupton/status/2017765340671885457)  2026-02-01T01:02Z 549.5K followers, [---] engagements


"@JerBearRN @wearehims @wearehers Looks like Ill be giving $HIMS my money soon"  
[X Link](https://x.com/JonahLupton/status/2018015685603918178)  2026-02-01T17:36Z 549.5K followers, 13.6K engagements


"$TMDX has their own planes (22) but they also charter planes plus ground transport has gone from 20% to 40% over the past [--] years (but we dont know the exact number QoQ) so tracking daily flights through the $TMDX tail numbers is just one piece of the puzzle. Its possible that Q1 is their first $200M revenue quarter which is exactly 40% YoY from [----] Q1. Very excited about Q4 earnings and CY2026 guidance but the story really gets shaped by managements commentary and their vision for OCS [---] and international expansion. https://twitter.com/i/web/status/2018137460165820685"  
[X Link](https://x.com/JonahLupton/status/2018137460165820685)  2026-02-02T01:40Z 549.5K followers, [----] engagements


"@sunxliao $MSTR sitting just above the .786 fibs from the [----] lows"  
[X Link](https://x.com/JonahLupton/status/2018740282817220946)  2026-02-03T17:36Z 549.5K followers, [----] engagements


"@ZR0M00N Here's a possible support line for $OKLO"  
[X Link](https://x.com/JonahLupton/status/2018740626997866721)  2026-02-03T17:37Z 550.1K followers, [----] engagements


"@coletmallory @himshouse Hard to say but Im guessing at least 2/3 of sales from Mounjaro and Zepbound will move over to Retatrutide"  
[X Link](https://x.com/JonahLupton/status/2018863816931745959)  2026-02-04T01:46Z 549.8K followers, [----] engagements


"@coletmallory @himshouse Retatrutide is a GLP3 aka triple agonist based on the data Ive seen theres no reason to stay on a GLP1 once the GLP3 is available"  
[X Link](https://x.com/JonahLupton/status/2018864584237650301)  2026-02-04T01:50Z 549.8K followers, [---] engagements


"@getfitthisway @himshouse $HIMS stock would be up 50% if they could lock down a licensing deal with $LLY for Retatrutide"  
[X Link](https://x.com/JonahLupton/status/2018868465436659925)  2026-02-04T02:05Z 549.5K followers, [----] engagements


"@Pkilly901 @himshouse $LLY developed Reta its in phase [--] trials now but the compounding pharmacies (including China) are already making it"  
[X Link](https://x.com/JonahLupton/status/2018874397390438815)  2026-02-04T02:28Z 549.4K followers, [----] engagements


"@ryanpeckdd @himshouse I would not want to own $NVO once Reta is out"  
[X Link](https://x.com/JonahLupton/status/2018876058909774321)  2026-02-04T02:35Z 549.4K followers, [----] engagements


"@Alpha_bro1 @himshouse Have you looked at the data Do you know anyone that has used Reta Have you talked to them"  
[X Link](https://x.com/JonahLupton/status/2019015979637129522)  2026-02-04T11:51Z 549.4K followers, [---] engagements


"It might end up being the biggest bubble ever but the top might not be for 5-10 years and just like every other bubble the strongest/best will emerge and there will be massive winners to go along with massive losers just like every other bubble in the last [--] years. I can imagine a scenario in which [--] companies own 95% of the market. Its also possible the biggest winners will absorb the excess capacity/chips/data centers from that biggest losers. So the losers will be out of business but their fixed assets can get sold off to the winners. Its obviously a little more complex than this. Of"  
[X Link](https://x.com/JonahLupton/status/2019245303333851529)  2026-02-05T03:02Z 549.5K followers, [---] engagements


"Way too early to even think that way they have a lot of scaling to do $UBER does 500x more rides per week than Waymo. How many tens of billions in capex will Waymo ie Google need to spend in order to scale to [--] million rides per week Lets be optimistic and say each car will do [--] rides per day (could be lower because of charging / cleaning) which means theyll need [--] million cars (not including ones that would be down for maintenance) Im guessing each one will cost $100000+ to build and customize (Ive seen higher and lower estimates) which is $100B in capex spending not including the"  
[X Link](https://x.com/JonahLupton/status/2019261152518140148)  2026-02-05T04:05Z 549.8K followers, [---] engagements


"Lots of ai infrastructure data center and power / energy storage stocks getting crushed YTD despite the Mag7 saying theyll spend $700B+ in capex over the next [--] months. Obviously a chunk of that is going to the chip / memory companies but the other chunk is going into the rest of the ecosystem. Would not surprise me if the stocks getting hammered the worst over the past 6-12 weeks are all hitting new highs in the next [--] months. Some of them will be up 100% in the next [--] months from current prices"  
[X Link](https://x.com/JonahLupton/status/2019466133196230999)  2026-02-05T17:40Z 549.5K followers, [----] engagements


"@_DomDav @Ad_Quant I agree the speed and depth of this pullback seems silly and overdone especially when its based on rumors with fundamentals looking very strong and valuation looking very compelling"  
[X Link](https://x.com/JonahLupton/status/2019473982345331005)  2026-02-05T18:11Z 549.5K followers, [----] engagements


"@The_AI_Investor Some weird price action in stocks that should benefit this year from $800B+ in mag7 capex spending. Its definitely confusing"  
[X Link](https://x.com/JonahLupton/status/2019584472891429261)  2026-02-06T01:30Z 549.5K followers, 12K engagements


"I had a long chat with some people today about this very issue trying to figure out why theres so much factor selling either the potential credit fears in software bleed into other groups (including data centers ie they cant get financing) or the markets dont think the hyperscalers will stick to these capex numbers (seems unlikely) or a few more reasons that I dont want to mention publicly because they are half baked ideas with no confirmation. Either way its getting a little absurd. https://twitter.com/i/web/status/2019586607095877779 https://twitter.com/i/web/status/2019586607095877779"  
[X Link](https://x.com/JonahLupton/status/2019586607095877779)  2026-02-06T01:39Z 549.5K followers, [----] engagements


"@SingularityRes Here comes another record quarter"  
[X Link](https://x.com/JonahLupton/status/2019996490916299059)  2026-02-07T04:47Z 549.5K followers, [----] engagements


"It appears that lots of people are now doing a shot of olive oil with lemon juice when they first wake up (ie on an empty stomach). Has anyone started doing this Have you noticed any changes or improvements in your health or appearance With a quick google search it seems the benefits are quite meaningful: anti inflammatory improve digestion improve nutrient absorption increase antioxidants health health improve skin health stabilize blood sugars lower bad cholesterol If you are doing this any recommendations on an olive oil brand Because this is not something I want to risk buying off Amazon."  
[X Link](https://x.com/JonahLupton/status/2020168456327368764)  2026-02-07T16:11Z 549.6K followers, [----] engagements


"@InvestorCompass @ChrisCamillo Gemini says yes although based on my research if you were going to break it with anything olive oil would not be a bad choice"  
[X Link](https://x.com/JonahLupton/status/2020179106340524283)  2026-02-07T16:53Z 549.6K followers, [----] engagements


"@PrincipatusCap I believe Celtic salt is better than sea salt"  
[X Link](https://x.com/JonahLupton/status/2020183901717819559)  2026-02-07T17:12Z 549.9K followers, [----] engagements


"@justbuilding I definitely would not do a full shot glass Im not seeing others do that much either. Most people appear to do 1/2 shot glass of olive oil and the rest is lemon juice"  
[X Link](https://x.com/JonahLupton/status/2020190398296256991)  2026-02-07T17:38Z 549.7K followers, [----] engagements


"@Joolzie20 @FrameworkWisely How would you describe $DAVE in [---] words or less"  
[X Link](https://x.com/JonahLupton/status/2020481886514979320)  2026-02-08T12:56Z 549.5K followers, [---] engagements


"@FundaBottom I don't think I've seen this before wild. I'm sure they already made a ton of money on their puts"  
[X Link](https://x.com/JonahLupton/status/2020894582477554151)  2026-02-09T16:16Z 550.1K followers, [----] engagements


"@Nietschecapital This is nuts SEC should investigate this is pure market manipulation at the expense of shareholders"  
[X Link](https://x.com/JonahLupton/status/2020894760337039866)  2026-02-09T16:17Z 550.2K followers, [----] engagements


"@anandragn No other company is doing 50% QoQ at less than 25x NTM EBITDA"  
[X Link](https://x.com/JonahLupton/status/2021012194377486340)  2026-02-10T00:03Z 550K followers, [----] engagements


"@Volscente79 @dannycheng2022 @mathlonning Ill let someone else take this"  
[X Link](https://x.com/JonahLupton/status/2021178597315072042)  2026-02-10T11:05Z 550.2K followers, [---] engagements


"@JasonGWild Why would I care about Q4 when [----] guidance is 50% above consensus"  
[X Link](https://x.com/JonahLupton/status/2021226583919407245)  2026-02-10T14:15Z 550.2K followers, [---] engagements


"Another very strong earnings print by $APP. [----] Q4 revs of $1.658B up 66% YoY [----] Q4 ebitda of $1.399B up 82% YoY I think the confusion is around [----] Q1 guidance because if you look at [----] Q1 numbers it included the gaming business which they sold off last year. If you take $325M revs and $62M ebitda out of the [----] Q1 numbers then $APP guidance for [----] Q1 looks like this. [----] Q1 revs guidance of $1.775B up 53.1% YoY [----] Q1 ebitda guidance of $1.495B up 58.5% YoY After seeing [----] Q1 guidance I'm confident that $APP does at least $6.9B ebitda in CY2026 which means $APP (at the AH lows)"  
[X Link](https://x.com/JonahLupton/status/2021702665114141182)  2026-02-11T21:47Z 551.5K followers, 36.9K engagements


"At current prices it's hard to find another stock that looks more compelling than $CPNG. $CPNG going red to green today big intraday reversal off the trendline from [----] all time lows. At the bottom today $CPNG was down -45% from the September highs. $CPNG now trading at 15x CY2026 EV/EBITDA with EBITDA expected to grow at a 40% CAGR for the next few years (using sell side estimates). If you look at other recent data breaches in South Korea the punishments ranged from small fines to a slap on the wrist and assurances that better security measures were being taken. It's well known the South"  
[X Link](https://x.com/JonahLupton/status/2016292826183569616)  2026-01-27T23:30Z 551.5K followers, 100.9K engagements


"Not a good day for fintech. $ADYEN down -20.2% $AFRM down -11.5% $HOOD down -8.8% $COIN down -7.3% $TOST down -6.3% $XYZ down -9.4% $UPST down -8.7% $FOUR down -6.9% $SOFI down -6.7% $KLAR down -5.8% It's obviously a bad day for growth stocks in general; I'm assuming most of this pain can be tied back to Adyen earnings this morning. https://twitter.com/i/web/status/2022029900635410863 https://twitter.com/i/web/status/2022029900635410863"  
[X Link](https://x.com/JonahLupton/status/2022029900635410863)  2026-02-12T19:27Z 551.5K followers, 29.1K engagements


"A very nice lady just came up to me at Trader Joes and thanked me for supporting Ukraine. I didnt have the heart to tell her these are the Michigan colors #MaizeAndBlue"  
[X Link](https://x.com/JonahLupton/status/1698022454839390289)  2023-09-02T17:17Z 550.8K followers, 112.4K engagements


"CEO of $TMDX would not have bought $2M of stock if he didnt think daily flights were about to start increasing. He knows seasonal weakness is ending and the next [--] weeks will be strong. Great timing on his buy 🔥 $TMDX did [--] flights and grossed an $2448000 (est) in the last [--] hours. They are on track to do [----] flights and gross $134096000 (est) this quarter. Estimates accuracy improves near quarter ending. Link - https://t.co/EzYcHfjwTu Disclaimer: These are estimates and not https://t.co/45a9S7TDrh $TMDX did [--] flights and grossed an $2448000 (est) in the last [--] hours. They are on track"  
[X Link](https://x.com/JonahLupton/status/1954334925873668299)  2025-08-10T00:12Z 550.8K followers, 72.7K engagements


"$HIMS needs to stop talking about new products and start launching those new products. They still dont have LABS fully formed no testosterone and no peptides/longevity. These will be growth catalysts once they are available. Ill be a customer of each once they are available. https://twitter.com/i/web/status/2006335846396334338 https://twitter.com/i/web/status/2006335846396334338"  
[X Link](https://x.com/JonahLupton/status/2006335846396334338)  2025-12-31T12:05Z 550.8K followers, [----] engagements


"Been net short software via $IGV $WCLD but now getting net long most interested in $DDOG $ZS $RBRK $GTLB after severe pullbacks plus $MDB which has held up relatively well. Also watching $IOT $PATH $TWLO and perhaps even $DUOL and $WIX considering how bad theyve been crushed. First I need Q4 earnings guidance and management commentary. Many of these stocks are acting like ai is already an extinction level threat and for some it might be but not cybersecurity if anything well need more spending on cyber over next [--] years because of ai threats from around the world."  
[X Link](https://x.com/JonahLupton/status/2014089689154691522)  2026-01-21T21:36Z 550.7K followers, 16.1K engagements


"@anni_sen $RBRK is pennies away from filling the April gap"  
[X Link](https://x.com/JonahLupton/status/2014097312306376951)  2026-01-21T22:06Z 550.8K followers, 49.2K engagements


"This account is for general market commentary personal views and educational purposes only. Nothing posted constitutes investment advice a recommendation to buy/sell any security or an offer to sell interests in any fund. All investments involve significant risk of loss. Past performance is no guarantee of future results. See full disclosures at http://FirstWaveFund.com http://FirstWaveFund.com"  
[X Link](https://x.com/JonahLupton/status/2016169436361715838)  2026-01-27T15:20Z 550.5K followers, [----] engagements


"Big spot for $RDDT at the 200d with trendline from April lows"  
[X Link](https://x.com/JonahLupton/status/2016176453377823149)  2026-01-27T15:48Z 550.5K followers, 16.6K engagements


"I'll be very surprised if they don't report good numbers. the wildcard would be commentary about new contracts with the LLMs ie Gemini and ChatGPT plus continued monetization of their 1+ billion MAUs. $RDDT now trading at 24x CY2026 EV/EBITDA with EBITDA expected to grow at 48% CAGR for the next 2-3 years. https://twitter.com/i/web/status/2018750284239872373 https://twitter.com/i/web/status/2018750284239872373"  
[X Link](https://x.com/JonahLupton/status/2018750284239872373)  2026-02-03T18:15Z 550.2K followers, 10.4K engagements


"@BourbonCap $HOOD starting to look really good again at 21x NTM EBITDA"  
[X Link](https://x.com/JonahLupton/status/2018868102294065482)  2026-02-04T02:03Z 550.5K followers, 11.9K engagements


"@indiana618 In a decent market I think $RDDT is up 10% on those numbers because they easily beat Q4 estimates and even though Q1 estimated are only 4% above the current consensus theyll probably beat that number by another 4-5% on top of the 4% which is basically what they just did in Q4"  
[X Link](https://x.com/JonahLupton/status/2019584910801916365)  2026-02-06T01:32Z 550.5K followers, [----] engagements


"@Nietschecapital Nope but based on everything I saw in Q4 results and Q1 guidance plus management commentary on the earnings call I think $RDDT has nice upside from these prices over the next few years as they continue to monetize 1B MAUs and lock-in new data licensing deals with the LLMs"  
[X Link](https://x.com/JonahLupton/status/2020219090334368106)  2026-02-07T19:32Z 550.7K followers, [----] engagements


"@FrameworkWisely Not sure theres another company growing 60% YoY and trading at less than 20x NTM EBITDA"  
[X Link](https://x.com/JonahLupton/status/2020366357817356688)  2026-02-08T05:17Z 550.8K followers, [----] engagements


"@khawatmiTradez @FrameworkWisely Meanwhile $RDDT has been crushing it"  
[X Link](https://x.com/JonahLupton/status/2020481608944373982)  2026-02-08T12:55Z 550.7K followers, [---] engagements


"@Nietschecapital Yup $RDDT looks really f*cking good under $140"  
[X Link](https://x.com/JonahLupton/status/2020894967221117270)  2026-02-09T16:18Z 550.6K followers, [----] engagements


"@coinviction @anni_sen $ZS trading at 50% discount to $CRWD"  
[X Link](https://x.com/JonahLupton/status/2020926607637274810)  2026-02-09T18:23Z 550.5K followers, [----] engagements


"@anandragn $ZM"  
[X Link](https://x.com/JonahLupton/status/2020975232383844757)  2026-02-09T21:36Z 550.3K followers, 11.7K engagements


"$RDDT feels 40-50% undervalued at less than 20x NTM EBITDA after growing 70% in Q4 and will probably grow another 50-55% in [----] could announce a new data licensing deal with the LLMs (Gemini and ChatGPT) with only $2-3M of capex per quarter with 1B+ MAUs and only YouTube users spend more time per session. https://twitter.com/i/web/status/2021020929170522118 https://twitter.com/i/web/status/2021020929170522118"  
[X Link](https://x.com/JonahLupton/status/2021020929170522118)  2026-02-10T00:38Z 550.7K followers, [----] engagements


"@JaredSleeper $ZM at 12k+ employees is nuts. Never would have guessed they had or needed that many people to run a video conferencing business"  
[X Link](https://x.com/JonahLupton/status/2021085170036576358)  2026-02-10T04:53Z 550.7K followers, 24K engagements


"@anandragn Kind of crazy $ZM has this many employees Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will. Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will"  
[X Link](https://x.com/JonahLupton/status/2021085959962452274)  2026-02-10T04:56Z 550.3K followers, [----] engagements


"@rugger01726108 If thats true and revs are only growing 3% YoY then I think headcount reduction is even more important at some of these software companies"  
[X Link](https://x.com/JonahLupton/status/2021195491657253253)  2026-02-10T12:12Z 550.8K followers, [---] engagements


"@anandragn Shorting a name that has 2GW+ of power and could announce a hyperscaler deal at anytime is pretty risky. If I was looking for short ideas I dont think Id start with $IREN"  
[X Link](https://x.com/JonahLupton/status/2021325797689016568)  2026-02-10T20:49Z 550.8K followers, 17.1K engagements


"@bitcoinbutcher1 @GoldmanSachs LFG 🎉"  
[X Link](https://x.com/JonahLupton/status/2021366561324359863)  2026-02-10T23:31Z 550.7K followers, [----] engagements


"@aleabitoreddit $RDDT at 17x NTM EV/EBITDA makes no sense to me"  
[X Link](https://x.com/JonahLupton/status/2021665511998951641)  2026-02-11T19:19Z 550.8K followers, [----] engagements


"@app_hyd @SingularityRes @aleabitoreddit $RDDT already does video based ads it's still a small overall % of total ads but it's definitely increasing from here"  
[X Link](https://x.com/JonahLupton/status/2021687336967209156)  2026-02-11T20:46Z 550.6K followers, [---] engagements


"@nonamestock @Nietschecapital Guess you missed this. https://www.cnbc.com/2026/02/09/short-seller-capitalwatch-retraction-applovin-hao-tang.html https://www.cnbc.com/2026/02/09/short-seller-capitalwatch-retraction-applovin-hao-tang.html"  
[X Link](https://x.com/JonahLupton/status/2021697135557673113)  2026-02-11T21:25Z 550.8K followers, [---] engagements


"@Nietschecapital This is the only thing that makes sense. algos not understanding they sold off a business unit last year. this is also why the street already has Q2 revenues up 46% YoY and those numbers probably go up tomorrow"  
[X Link](https://x.com/JonahLupton/status/2021697683849695550)  2026-02-11T21:27Z 550.6K followers, [----] engagements


"@ValuSeeker20 @SingularityRes @aleabitoreddit $RDDT hasn't even come close to maxing out their ARPU it could probably double over the next few years with more video ads and better targeting"  
[X Link](https://x.com/JonahLupton/status/2021713131454525682)  2026-02-11T22:29Z 550.7K followers, [---] engagements


"@NoBellTrading @KeanuTrades @ShortSeller @spacemnke @MWM76 @mataetrades This is my home setup two [--] curved Samsung monitors"  
[X Link](https://x.com/JonahLupton/status/2021734471620293039)  2026-02-11T23:53Z 550.7K followers, [---] engagements


"@dogballscapital $CRDO is one of the few with a higher number"  
[X Link](https://x.com/JonahLupton/status/2021736567329763595)  2026-02-12T00:02Z 550.8K followers, [----] engagements


"@plantmath1 @NatHarooni Some great values right now in small caps "if" someone is sitting on cash unfortunately most of us came into this recent selloff fully invested"  
[X Link](https://x.com/JonahLupton/status/1386381502016000001)  2021-04-25T18:08Z 550.9K followers, [--] engagements


"@jiahanjimliu Just had a 2+ hour meeting with a data center expert hes been building them for the past decade $IREN is his biggest position right now"  
[X Link](https://x.com/JonahLupton/status/1979997435926589568)  2025-10-19T19:45Z 550.8K followers, 133.7K engagements


"Just some stocks at interesting technical levels. $DUOL sitting on the August [----] lows $WIX sitting on the trendline from [----] lows through [----] lows $META back to the trendline from [----] lows $DDOG sitting on the VWAP from the [----] highs and [----] lows"  
[X Link](https://x.com/JonahLupton/status/2013920720540041720)  2026-01-21T10:24Z 550.9K followers, 31.7K engagements


"$ZS sitting just above VWAP from [----] lows with support from the summer [----] highs as you can see from the big volume shelf $IOT back to the April [----] lows $AVGO pulling back to this channel which has provided good support $NFLX down -5.6% premarket on earnings but now back to the April [----] lows and the VWAP from the October [----] lows https://twitter.com/i/web/status/2013920723329253629 https://twitter.com/i/web/status/2013920723329253629"  
[X Link](https://x.com/JonahLupton/status/2013920723329253629)  2026-01-21T10:24Z 550.9K followers, 15.3K engagements


"$WIX pulling back to trendline from [----] lows $ZETA pulling back to VWAP from April [----] lows and trendline"  
[X Link](https://x.com/JonahLupton/status/2018717139197166044)  2026-02-03T16:04Z 550.9K followers, [----] engagements


"Isnt this valuation 40% higher than $UBER valuation at IPO Seems pricey to me. Wont Waymo have massive capex costs over the next 5+ years as they have to roll out hundreds of thousands of robotaxis Not sure how to price that in because its hard to predict the capex and depreciation https://twitter.com/i/web/status/2019240706099782100 https://twitter.com/i/web/status/2019240706099782100"  
[X Link](https://x.com/JonahLupton/status/2019240706099782100)  2026-02-05T02:44Z 550.8K followers, [----] engagements


"@Nietschecapital $RDDT bouncing off VWAP from IPO"  
[X Link](https://x.com/JonahLupton/status/2020895811551289449)  2026-02-09T16:21Z 550.9K followers, [----] engagements


"Lots of stuff in this market have not made sense the last few weeks. The situation with $APP is no exception. Lots of investors using the same playbook sell first get answers later Which means $APP Q4 earnings is super important for getting the growth story narrative back on track. https://twitter.com/i/web/status/2019459720340177266 https://twitter.com/i/web/status/2019459720340177266"  
[X Link](https://x.com/JonahLupton/status/2019459720340177266)  2026-02-05T17:14Z 550.9K followers, 11.9K engagements


"Plus its a very asset light company with great margins and very low capex ($3M per quarter). I still wish SBC was lower but at least its being offset by buybacks. but still too high at 18% of revs. Just because ai is here now doesnt mean people will stop participating in online communities if anything they might start to participate even more not to mention these communities are super valuable to advertisers and brands for customer acquisition https://twitter.com/i/web/status/2020233161653858642 https://twitter.com/i/web/status/2020233161653858642"  
[X Link](https://x.com/JonahLupton/status/2020233161653858642)  2026-02-07T20:28Z 550.9K followers, [----] engagements


"@5to9_MJ I think $NBIS has at least 300% upside over the next [--] years"  
[X Link](https://x.com/JonahLupton/status/2021945702142943328)  2026-02-12T13:53Z 550.9K followers, [----] engagements


"As some of you know I shut down my Substack investment service a few weeks ago because Im launching an investment advisor. If youre an accredited or qualified investor and want more information please feel free to message me. With that being said Im no longer running any subscription based investment service on any platform. I do not have a service on discord telegram or whatsapp. I have not endorsed or recommended any other investment services. I am not an advisor or consultant on any investment services. If anyone is saying something different then they are lying and/or trying to defraud"  
[X Link](https://x.com/anyuser/status/1984327804184400327)  2025-10-31T18:33Z 551.5K followers, 193.5K engagements


"$RBRK filled the April gap today because the stock is down in sympathy with $CVLT If you look at recent analyst notes expert call transcripts and the BWG panel discussion (Nov2025) they all say that $RBRK is likely taking market share from Commvault (CVLT) and others because of their superior product offerings. If you're looking for cybersecurity exposure in your portfolio I do think $ZS and $RBRK look compelling at current prices. I know that ai is a threat to certain software companies but that won't be the case for cybersecurity if anything many CTO's will be allocating more budget towards"  
[X Link](https://x.com/JonahLupton/status/2016169433249488981)  2026-01-27T15:20Z 551.5K followers, 143.6K engagements


"$CPNG up 5% premarket as investors finally realized that Kevin Warsh is on the Coupang Board of Directors 👀 At current prices it's hard to find another stock that looks more compelling than $CPNG. $CPNG going red to green today big intraday reversal off the trendline from [----] all time lows. At the bottom today $CPNG was down -45% from the September highs. $CPNG now trading at https://t.co/pUm5yThjI1 At current prices it's hard to find another stock that looks more compelling than $CPNG. $CPNG going red to green today big intraday reversal off the trendline from [----] all time lows. At the"  
[X Link](https://x.com/JonahLupton/status/2017197277199102281)  2026-01-30T11:24Z 551.5K followers, 42.9K engagements


"@mathlonning I would not be surprised if they start guidance at $730M (midpoint) and end up doing $780M+"  
[X Link](https://x.com/JonahLupton/status/2017799895210451021)  2026-02-01T03:19Z 551.5K followers, [----] engagements


"Should be a good day for $HROW shareholders. The stock was likely pulling back because investors were worried about a Q4 miss; the company put those fears to rest this morning. Keep in mind $HROW is only trading at 13x NTM EV/EBITDA with EBITDA expected to grow at a 50% CAGR through CY2029. DYOR. https://twitter.com/i/web/status/2018318144532586915 https://twitter.com/i/web/status/2018318144532586915"  
[X Link](https://x.com/JonahLupton/status/2018318144532586915)  2026-02-02T13:38Z 551.4K followers, 27.4K engagements


"Big technical bounce for $HIMS this morning off the June [----] highs and the trendline from October [----] lows through September [----] lows. The sell side is looking for $HIMS to do $468M of EBITDA in CY2027. if the company executes really well over the next 18+ months with Labs HRT Peptides etc then I think that number could be $150M higher in which case $HIMS might be trading at less than 11x CY2027 EV/EBITDA https://twitter.com/i/web/status/2018330270131224864 https://twitter.com/i/web/status/2018330270131224864"  
[X Link](https://x.com/JonahLupton/status/2018330270131224864)  2026-02-02T14:26Z 551.5K followers, 32.5K engagements


"$PLTR is still very expensive but that was a very impressive quarter. You dont see quarters like that in the later innings of a transformational / technology cycle. Anyone who thinks the ai bubble is about to burst isnt paying attention. We still have a long ways to go"  
[X Link](https://x.com/JonahLupton/status/2018492208387637454)  2026-02-03T01:10Z 551.3K followers, 41.7K engagements


"Here are some cloud/software stocks I'm watching. $DDOG bouncing off 200w $MDB pulling back to the [----] and [----] highs $ZS pulling back to VWAP from [----] lows and trendline from [----] lows"  
[X Link](https://x.com/JonahLupton/status/2018717136730857670)  2026-02-03T16:04Z 551.5K followers, [----] engagements


"At one point today $SMH was outperforming $IGV by 35% YTD Software sector $IGV is extremely oversold with RSI below [--]. A level seen only four other times since [----]. Those instances closely preceded a sharp rally for the software stocks. In every case the ETF was higher [--] and [--] months later with average gains exceeding 20%. https://t.co/SqEX51M2Hj Software sector $IGV is extremely oversold with RSI below [--]. A level seen only four other times since [----]. Those instances closely preceded a sharp rally for the software stocks. In every case the ETF was higher [--] and [--] months later with average"  
[X Link](https://x.com/JonahLupton/status/2018832859897991171)  2026-02-03T23:43Z 551.4K followers, 32K engagements


"None of these GLPs will mean anything once Retatrutide is available from $LLY plus the compounding pharmacies (which is already happening) are producing and shipping. GLP-1 sales will plummet once Retatrutide is available. Bookmark it. The data on Retatrutide suggests it will be the biggest drug of all time probably by a wide margin. https://twitter.com/i/web/status/2018858621744902146 https://twitter.com/i/web/status/2018858621744902146"  
[X Link](https://x.com/JonahLupton/status/2018858621744902146)  2026-02-04T01:26Z 551.3K followers, 24.6K engagements


"@RihardJarc and theres a good chance $GOOG will end up raising that number throughout the year and then other hyperscalers will need to spend more in order to keep up"  
[X Link](https://x.com/JonahLupton/status/2019215774171242981)  2026-02-05T01:05Z 551.3K followers, [----] engagements


"Interesting spot for $RDDT going into earnings tonight. just filled the gap from [----] Q2 earnings plus it's sitting right on the VWAP and trendline from the all time low. Implied move on earnings is +/- 14%"  
[X Link](https://x.com/JonahLupton/status/2019498411221827603)  2026-02-05T19:48Z 551.5K followers, 17.8K engagements


"Just updated the $TMDX flight tracker and the numbers look phenomenal. $TMDX did [----] flights per day in [----] Q3 $TMDX did [----] flights per day in [----] Q4. $TMDX did [----] flights per day in January [----]. $TMDX has done [----] flights per day in February [----]. Flight data definitely trending in the right direction. https://twitter.com/i/web/status/2019852052843937952 https://twitter.com/i/web/status/2019852052843937952"  
[X Link](https://x.com/JonahLupton/status/2019852052843937952)  2026-02-06T19:13Z 551.3K followers, 49.5K engagements


"It appears that lots of people are now doing a shot of olive oil with lemon juice when they first wake up (ie on an empty stomach). Has anyone started doing this Have you noticed any changes or improvements in your health or appearance With a quick google search it seems the benefits are quite meaningful: anti inflammatory improve digestion improve nutrient absorption increase antioxidants improve heart health improve skin health stabilize blood sugars lower bad cholesterol If you are doing this any recommendations on an olive oil brand Because this is not something I want to risk buying off"  
[X Link](https://x.com/JonahLupton/status/2020169097804411306)  2026-02-07T16:13Z 551.5K followers, 79.5K engagements


"I cant say where it sits in the fund but Im definitely a buyer on pullbacks. $META has been monetizing for 20+ years. $RDDT has been monetizing for [--] years but only got serious a few years ago. $RDDT has huge upside over next 3-5 years as a top [--] website in the US behind Google YouTube Facebook Instagram. Only YouTube users spend more time per session than Reddit which opens up huge monetization potential over time. https://twitter.com/i/web/status/2020222097952219188 https://twitter.com/i/web/status/2020222097952219188"  
[X Link](https://x.com/JonahLupton/status/2020222097952219188)  2026-02-07T19:44Z 551.3K followers, 28.8K engagements


"@khawatmiTradez @FrameworkWisely Please show me where $PSIX is growing 60%"  
[X Link](https://x.com/JonahLupton/status/2020481248049631739)  2026-02-08T12:54Z 551.5K followers, [---] engagements


"@WallStAction Some of that short interest is from the convertible debt the buyers short the stock to hedge out the market risk"  
[X Link](https://x.com/JonahLupton/status/2020510573624955390)  2026-02-08T14:50Z 551.5K followers, [----] engagements


"Just re-sharing my $TMDX data/thoughts in case anyone missed it on Friday. $TMDX did [----] flights per day in [----] Q1 so flights in [----] Q1 are currently tracking +24% YoY but we also know that ground transports have become a bigger % of overall OCS cases over the past [--] months. If we assume ground transports were 30% of OCS cases in [----] Q1 but $TMDX did [----] flights per day in [----] Q1 so flights in [----] Q1 are currently tracking +24% YoY but we also know that ground transports have become a bigger % of overall OCS cases over the past [--] months. If we assume ground transports were 30% of OCS"  
[X Link](https://x.com/JonahLupton/status/2020876573390327914)  2026-02-09T15:04Z 551.5K followers, 21.4K engagements


"Just a reminder on where some great companies are trading on valuation relative to "my" estimates for the next [--] months ie CY2026 or FY2027. I think $TMDX does at least $220M of EBITDA in CY2026 which means the stock is currently trading at 21x NTM EBITDA with EBITDA growing 47% YoY I think $RDDT does at least $1.45B of EBITDA in CY2026 which means the stock is currently trading at 18x NTM EBITDA with EBITDA growing 70% YoY I think $APP does at least $6.9B of EBITDA in CY2026 (Jefferies came out today and said they think $APP does $7.082B of EBITDA this year) which means the stock is"  
[X Link](https://x.com/JonahLupton/status/2020904631845495293)  2026-02-09T16:56Z 551.5K followers, 75K engagements


"If I had to own any cloud/software stocks. then. cybersecurity is near the top of my list but right now I'm keeping exposure very light until we get through earning season then I can re-evaluate the landscape. I think cloud/software goes into [--] buckets. 1st bucket: these companies are going to zero or close to it (75-100% workforce reduction) 2nd bucket: these companies will be hurt by ai but not wiped out (50-75% workforce reduction) they will continue to struggle and might eventually get acquired or just turn into zombie companies 3rd bucket: these companies will use ai to enhance their"  
[X Link](https://x.com/JonahLupton/status/2020906629563064675)  2026-02-09T17:04Z 551.5K followers, 49.5K engagements


"Below is a topic I've been thinking about for months as I'm sure many of you have as well. trying to wrap my head around what the cloud/software industry morphs into over the next few years. I'm now putting software/cloud companies into [--] buckets. would love to hear everyone's thoughts / opinions on the matter. None of us have a crystal ball but investors are doing themselves a disservice if they're not thinking through this stuff and using new data to adjust their opinions and portfolios. As investors we have a duty to keep learning and searching for evidence that can support or break our"  
[X Link](https://x.com/JonahLupton/status/2020908928834388405)  2026-02-09T17:13Z 551.5K followers, 43.4K engagements


"$CRDO is crushing it with the stock up 20% AH and here's why. Sept2025: $CRDO reports FY2026 Q1 revenues of $223.1M up 274% YoY and 31.2% QoQ $CRDO guides FY2026 Q2 revenues to $230-240M Dec2025: $CRDO reports FY2026 Q2 revenues of $268.0M up 271.1% YoY and 20.1% QoQ $CRDO guides FY2026 Q3 revenues to $335-345M Feb2026 (today): $CRDO announces preliminary FY2026 Q3 revenues of $404-408M up 200.7% YoY and 51.5% QoQ I'm not sure I've ever seen 51.5% QoQ growth that's just insane. NFA. DYOR"  
[X Link](https://x.com/JonahLupton/status/2020976817906057574)  2026-02-09T21:43Z 551.5K followers, 62.9K engagements


"I would expect $ZM to have 25-50% fewer employees within [--] years Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will. Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will"  
[X Link](https://x.com/JonahLupton/status/2021085698258780562)  2026-02-10T04:55Z 551.5K followers, 16.4K engagements


"I saw the $OSCR numbers come through this morning but the [----] guidance was so far above consensus that I needed to double check on their IR page. It appears to be correct which means $OSCR initial CY2026 revenue guidance is 50% above the current street estimates. Press release: NFA. DYOR. https://ir.hioscar.com/news-events-presentations/news-press-releases/news-details/2026/Oscar-Health-Announces-Financial-Results-for-Fourth-Quarter-and-Full-Year-2025/default.aspx"  
[X Link](https://x.com/JonahLupton/status/2021198965148938465)  2026-02-10T12:26Z 551.5K followers, 37.7K engagements


"$CRDO said they'll be growing revenues mid-single digits QoQ through FY2027 which is the next [--] quarters. Assuming they report $406M for FY2026 Q3 if they grow 6% QoQ for the next [--] quarters it puts full year FY2027 revenues at $1.996 billion which is currently 15% above street estimates. If they grow 7% QoQ for the next [--] quarters it puts full year FY2027 revenues at $2.064B which is currently 18% above street estimates. Personally I think there's more upside to these numbers. $CRDO is crushing it with the stock up 20% AH and here's why. Sept2025: $CRDO reports FY2026 Q1 revenues of $223.1M"  
[X Link](https://x.com/JonahLupton/status/2021250006901051759)  2026-02-10T15:48Z 551.4K followers, 26.6K engagements


"@Nietschecapital I really dont understand the $NET valuation youd think they were growing revs at 60% with these multiples"  
[X Link](https://x.com/JonahLupton/status/2021349693587062863)  2026-02-10T22:24Z 551.4K followers, 10.9K engagements


"@bitcoinbutcher1 @GoldmanSachs My favorite investment game connect the dots"  
[X Link](https://x.com/JonahLupton/status/2021367965527208091)  2026-02-10T23:37Z 551.4K followers, [---] engagements


"@Ad_Quant As always I'm excited and nervous for $APP earnings I'll be surprised if they're not good"  
[X Link](https://x.com/JonahLupton/status/2021660645956165934)  2026-02-11T19:00Z 551.5K followers, [----] engagements


"@Nietschecapital I think $APP does at least $7B of EBITDA in CY2026 which means $APP is now trading at 20x NTM EV/EBITDA with EBITDA growing 50-55%"  
[X Link](https://x.com/JonahLupton/status/2021694242469315000)  2026-02-11T21:14Z 551.3K followers, [----] engagements


"Note: for my [----] Q1 numbers I'm using the high end of $APP guidance range however I think they probably beat those numbers by at least 3-5%"  
[X Link](https://x.com/JonahLupton/status/2021704911549829607)  2026-02-11T21:56Z 551.5K followers, 10.2K engagements


"@BourbonCap Im very definitely intrigued by the [----] guidance of $1.5B of ebitda which implies 44% CAGR over next [--] years and assuming they can do $720M of ebitda in CY2026 the stock is trading AH at 15x NTM ev/ebitda"  
[X Link](https://x.com/JonahLupton/status/2021733020466905463)  2026-02-11T23:48Z 551.5K followers, [----] engagements


"@app_hyd @dogballscapital $CRDO said growth over next [--] quarters will be mid single digits QoQ which gets them close to $2B for FY2027 which ends next April which means the stock is trading below 24x FY2027 EBITDA with EBITDA growing 60% in FY2027"  
[X Link](https://x.com/JonahLupton/status/2021900184041795796)  2026-02-12T10:52Z 551.3K followers, [---] engagements


"@FirstSquawk If $NVO was smart theyd do a deal with $HIMS because $LLY is about to smoke them with Reta (triple agonist)"  
[X Link](https://x.com/JonahLupton/status/2021908286438838589)  2026-02-12T11:24Z 551.4K followers, [----] engagements


"Were not invested in $NBIS for what they are today. Were invested in $NBIS for what theyll be in 3+ years. When companies are scaling this fast its going to be bumpy and volatile. This is when a high-conviction long-term investment thesis is your best friend. $NBIS might have missed slightly on Q4 revs but thats only for people focused on the short term. Looking past Q4 revs theres a lot to like and shows this is still one of the most compelling growth opportunities in the market dont forget about their other companies and large equity stakes in Clickhouse and AVride. This report looks thesis"  
[X Link](https://x.com/JonahLupton/status/2021921147344818544)  2026-02-12T12:15Z 551.5K followers, 31.2K engagements


"Thats hard because they are very different companies with very different value propositions for customers and shareholders. I think $IREN has more upside in the short term because they have 4.5GW of power and still looking for a massive deal with hyperscaler. If that happens the stock could pop 30-50% whereas I dont think $NBIS has a similar catalyst in the next 3-6 months. I like both of them long term however $IREN management still has more to prove and doesnt have the software stack that $NBIS can offer. Both are very compelling at current prices"  
[X Link](https://x.com/JonahLupton/status/2021923895406727637)  2026-02-12T12:26Z 551.5K followers, [----] engagements


"@victor_spath $APP just did 66% revenue growth with 84% EBITDA margins and its down -7% pre market because they dont want to give specific e-commerce metrics since its only been live for [--] months and not even fully open yet to all advertisers. This market is weird"  
[X Link](https://x.com/JonahLupton/status/2021924675774026183)  2026-02-12T12:29Z 551.3K followers, [----] engagements


"@kapitonov_ivan It's tough when english is not their first language. very different than listening to the $APP call which is always a masterclass from management"  
[X Link](https://x.com/JonahLupton/status/2021944052716069124)  2026-02-12T13:46Z 551.3K followers, [----] engagements


"@CapexAndChill $APP down -13% with 66% revenue growth and 84% ebitda margins is wild stock now trading less than 20x CY2026 ebitda"  
[X Link](https://x.com/JonahLupton/status/2021957518583620075)  2026-02-12T14:40Z 551.3K followers, [----] engagements


"@CapexAndChill So much dislocation in names like $APP from the actual reality of their fundamentals valuation and growth trajectory"  
[X Link](https://x.com/JonahLupton/status/2021962349725593862)  2026-02-12T14:59Z 551.3K followers, [---] engagements


"Looks like $RDDT wants to fill the gap from June [----] which is what the big buyers might be waiting for"  
[X Link](https://x.com/JonahLupton/status/2021976186423812382)  2026-02-12T15:54Z 551.4K followers, 21.7K engagements


"@EddieJones26905 @DA_Capital_ @Nietschecapital I think $APP can do 7.5% QoQ growth through 2026"  
[X Link](https://x.com/JonahLupton/status/2021977599560540644)  2026-02-12T16:00Z 551.3K followers, [---] engagements


"@GagHendo007 @5to9_MJ Okay so what are your EBIT estimates in CY2030 whats a reasonable multiple to pay in CY2030 relative to growth rates Whats the outstanding share count in CY2030 Im willing to entertain more upside but we need to see some numbers that support your argument"  
[X Link](https://x.com/JonahLupton/status/2022026437184860562)  2026-02-12T19:14Z 551.3K followers, [---] engagements


"@jiahanjimliu @Para_Capital Definitely one of my favorite defense / drone companies. one risk is exposure to Ukraine however it's lower than it was [--] years ago. biggest catalyst might be increase in US / NATO military spending"  
[X Link](https://x.com/JonahLupton/status/2022026790521422189)  2026-02-12T19:15Z 551.5K followers, [---] engagements


"@Nando265672801 $INTR and $NU both holding up better today"  
[X Link](https://x.com/JonahLupton/status/2022030859759710215)  2026-02-12T19:31Z 551.5K followers, [----] engagements


"@VagabondRTW @GlobalCollapse @AppLovin @AxonAdsManager $APP is trading at less than 22x NTM EV/FCF"  
[X Link](https://x.com/JonahLupton/status/2022067360694456690)  2026-02-12T21:56Z 551.4K followers, [---] engagements


"updated $APP chart"  
[X Link](https://x.com/JonahLupton/status/2022320009612087649)  2026-02-13T14:40Z 551.5K followers, [----] engagements

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