# ![@Kajiastic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1485814888807419909.png) @Kajiastic Akash

Akash posts on X about $zeta, $hims, $nbis, hims the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1485814888807419909/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1485814888807419909/c:line/m:interactions.svg)

- [--] Week [-------] +27%
- [--] Month [-------] +154%
- [--] Months [---------] +361%
- [--] Year [---------] +700%

### Mentions: [--] [#](/creator/twitter::1485814888807419909/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1485814888807419909/c:line/m:posts_active.svg)

- [--] Month [--] -17%
- [--] Months [---] +119%
- [--] Year [---] +317%

### Followers: [-----] [#](/creator/twitter::1485814888807419909/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1485814888807419909/c:line/m:followers.svg)

- [--] Week [-----] +5.70%
- [--] Month [-----] +50%
- [--] Months [-----] +267%
- [--] Year [-----] +512%

### CreatorRank: [-------] [#](/creator/twitter::1485814888807419909/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1485814888807419909/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  76.92% [cryptocurrencies](/list/cryptocurrencies)  #5324 [finance](/list/finance)  23.08% [technology brands](/list/technology-brands)  6.29% [countries](/list/countries)  3.5% [social networks](/list/social-networks)  0.7% [financial services](/list/financial-services)  0.7%

**Social topic influence**
[$zeta](/topic/$zeta) #24, [$hims](/topic/$hims) #270, [$nbis](/topic/$nbis) #318, [hims](/topic/hims) #5, [in the](/topic/in-the) 13.29%, [ai](/topic/ai) 10.49%, [$sofi](/topic/$sofi) #208, [market](/topic/market) 6.29%, [future](/topic/future) 6.29%, [$iren](/topic/$iren) #130

**Top accounts mentioned or mentioned by**
[@wealthmatica](/creator/undefined) [@amitisinvesting](/creator/undefined) [@5xcap](/creator/undefined) [@himshouse](/creator/undefined) [@stockmeetups](/creator/undefined) [@theronnievshow](/creator/undefined) [@vin11z](/creator/undefined) [@qualityinvest5](/creator/undefined) [@larsohorpestad](/creator/undefined) [@growwithleo7](/creator/undefined) [@bulltradefinder](/creator/undefined) [@endicottinvests](/creator/undefined) [@gubloinvestor](/creator/undefined) [@jerbearrn](/creator/undefined) [@andrewdudum](/creator/undefined) [@wearehims](/creator/undefined) [@wearehers](/creator/undefined) [@qualtrim](/creator/undefined) [@davisc15](/creator/undefined) [@alc2022](/creator/undefined)

**Top assets mentioned**
[ZetaChain (ZETA)](/topic/$zeta) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [RAI Finance (SOFI)](/topic/$sofi) [Iris Energy Limited (IREN)](/topic/$iren) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [The Root Network (ROOT)](/topic/$root) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [fuboTV Inc. (FUBO)](/topic/$fubo) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Another win for $ONDS Little by little they are developing the building blocks of a huge multi billion dollar defence infrastructure empire"  
[X Link](https://x.com/Kajiastic/status/2022304780341674142)  2026-02-13T13:40Z [----] followers, [----] engagements


"Well looks like even the smartest AI has its limits. $ZETA is in a class of its own 😌"  
[X Link](https://x.com/Kajiastic/status/2022408693447561259)  2026-02-13T20:33Z [----] followers, [----] engagements


"$NBIS RELEASES Q4 EARNINGS 🚀🚀 REVENUE: $228M ( Up 547% YoY ) ADJUSTED EBDITA: 24% margin [----] ARR: $1.25B ( Well above guidance $900M - $1.1B )"  
[X Link](https://x.com/Kajiastic/status/2021918088133063142)  2026-02-12T12:03Z [----] followers, [----] engagements


"$HIMS $33. Next target 🎯 is $40"  
[X Link](https://x.com/anyuser/status/1884976637550248388)  2025-01-30T14:47Z [----] followers, [----] engagements


"$ZETA to announce Q2 earnings on August [--] [----]. Finally they confirmed. Many assumed it's 30th July but it's always good to wait for official confirmation from the company"  
[X Link](https://x.com/anyuser/status/1947388302589628536)  2025-07-21T20:08Z [----] followers, [----] engagements


"Shorting $SOFI very brave. Ill give you that. May very well may make a few bucks in the short term but long term this is a $100+ stock LONG $HOOD SHORT $SOFI https://t.co/xc6AbQN3sC LONG $HOOD SHORT $SOFI https://t.co/xc6AbQN3sC"  
[X Link](https://x.com/anyuser/status/1974133937997033932)  2025-10-03T15:26Z [----] followers, [----] engagements


"$ZETA Needless to say yesterday's investors day was a total hit. Expect more coverage and price upgrades coming in. They literally stuck by one of the quotes I heard on the call "Less talk and more Action". Their product superiority compared to peers proves that Today is $ZETA live event. More exciting updates and deeper demos coming in and I'm sure lots of eyes will be on them. @TheRonnieVShow and @BullTradeFinder looking forward to some cool updates from the event"  
[X Link](https://x.com/anyuser/status/1976163794092163366)  2025-10-09T05:52Z [----] followers, [----] engagements


"$ZETA David just now on earnings call "Our goal is to have $100M+ incremental revenue outcome out of the ZETA live event" 🤯 $ZETA REPORTS Q3 EARNINGS REPORT 🚀🚀 https://t.co/Baum4eMqax $ZETA REPORTS Q3 EARNINGS REPORT 🚀🚀 https://t.co/Baum4eMqax"  
[X Link](https://x.com/anyuser/status/1985823967962095979)  2025-11-04T21:38Z [----] followers, [----] engagements


"PORTFOLIO UPDATE 🚀📷 S&P YTD: -0.19% Akash YTD: -9.09% Akash 2025: +192% $ZETA: 23% ( Cost average: $15.60 ) $SOFI: 22% ( Cost average: $7.16 ) $NBIS: 21% ( Cost average: $35 ) $TE: 10% ( Cost average: $3.66 ) $ONDS: 10% ( Cost average: $4.16 ) $PGY: 10% ( Cost average: $17.4 ) Its been a tough couple of weeks not going to lieespecially with how the $HIMS story played out for me. I still hold a small position but its now barely 2% of my portfolio. $SOFI $NBIS had great earnings $PGY had decent earnings looking forward to $ZETA next. This is my consolidated portfolio going forward and my plan"  
[X Link](https://x.com/Kajiastic/status/2022091906965012658)  2026-02-12T23:34Z [----] followers, [----] engagements


"@vin11z @EndicottInvests It's okay got 320%+ gains out of both. Expect ZETA and PGY to compound faster from current levels"  
[X Link](https://x.com/Kajiastic/status/2022435290766364929)  2026-02-13T22:18Z [----] followers, [--] engagements


"So far this year I have often wished for the week to start already after a weekend but somehow after last weeks decimation in the market I wished this weekend was longer. No one knows what will happen next. News of $BRKB buying $GOOG last week provided slight relief towards the end of the close but nothing too much to be celebrating yet. I think we stay flat and choppy next week until $NVDA has its earnings and that Jensen as usual says things like "WE ARE SEEING ASTRONOMICAL DEMAND FOR COMPUTE ANDWE ARE SEEING COMPANIES INCREASING CAPEX WHICH TRANSLATES TO A INCREASE IN DEMAND FOR OUR AI"  
[X Link](https://x.com/Kajiastic/status/1990195784189677923)  2025-11-16T23:10Z [----] followers, [----] engagements


"This is the year Ive committed to portfolio concentration. Ive officially exited my positions in $RKLB (+310%) and $IREN (+334%) to lock in gains and streamline my long-term holdings. Incredible runs and Im grateful for the returns they delivered. The decision wasnt about doubt in the companies but about capital allocation. I wanted to free up cash to deploy into opportunities I believe are more deeply undervalued today. I already have meaningful exposure to $NBIS and after listening closely to the latest earnings call it felt like the right moment to step away from $IREN. As for $RKLB its"  
[X Link](https://x.com/Kajiastic/status/2021645960636743715)  2026-02-11T18:02Z [----] followers, 35.2K engagements


"@wealthmatica I somehow feel $ZETA's growth trajectory could be very similar to $APP when it had its inflection point in 2020"  
[X Link](https://x.com/Kajiastic/status/2022320992425517117)  2026-02-13T14:44Z [----] followers, [---] engagements


"Same feeling when I got $ZETA at $15 $TE at $3.66 $ONDS at $4.16"  
[X Link](https://x.com/Kajiastic/status/2016808798749401137)  2026-01-29T09:41Z [----] followers, [----] engagements


"$ZETA Hope it stays at these levels another day. Will get some funds tomorrow and will buy the hell out of this dip"  
[X Link](https://x.com/Kajiastic/status/2016903109595836481)  2026-01-29T15:55Z [----] followers, [----] engagements


"$NBIS Will it be a day of more pain or gain 👀 $NBIS to announce Q4 earnings and FY2025 results on Februray 12th. https://t.co/vGm5PkCj1p $NBIS to announce Q4 earnings and FY2025 results on Februray 12th. https://t.co/vGm5PkCj1p"  
[X Link](https://x.com/Kajiastic/status/2017364323044098525)  2026-01-30T22:28Z [----] followers, [----] engagements


"$ROOT Even if this thing doubles from here it's still cheap. Will probably get some more before earnings"  
[X Link](https://x.com/Kajiastic/status/2017373352290103533)  2026-01-30T23:04Z [----] followers, [----] engagements


"Well this thing is below a 1B market cap on revenue in excess of $385M so even if they don't grow revenue by a huge margin that's fine. Last quarter they had a slight deceleration in revenue and missed profitability on a one off expense with carvana. My average for this is below $80 now and short term risk reward looks good https://twitter.com/i/web/status/2017383734727622704 https://twitter.com/i/web/status/2017383734727622704"  
[X Link](https://x.com/Kajiastic/status/2017383734727622704)  2026-01-30T23:45Z [----] followers, [--] engagements


"@Gubloinvestor Hard to argue with that.there are some other names too like $PGY and $ROOT but agree $ZETA is right up there"  
[X Link](https://x.com/Kajiastic/status/2017992952161722800)  2026-02-01T16:06Z [----] followers, [----] engagements


"WHAT CAN WE EXPECT FROM $HIMS SUPER BOWL AD IN 2026🚨 Last year when $HIMS aired the superbowl ad it was a raging success. The campaign which focused on the high cost of weight-loss drugs (GLP-1s) and the companys cheaper compounded alternatives delivered some of the highest engagement metrics of the entire broadcast. Here are the key statistics and metrics following the [----] campaign: Traffic Surge: 650% spike in web traffic in the hours immediately following the ads airing. App Store Performance: The "Hers" app jumped to the #2 spot in the Health & Wellness category on the Apple App Store."  
[X Link](https://x.com/Kajiastic/status/2018092038466462093)  2026-02-01T22:40Z [----] followers, 12K engagements


"@JerBearRN @AndrewDudum @wearehims @wearehers Any lawsuit risk from $LLY on this I recall Andrew mentioning on one of the interviews with home house that they don't compound trizepetide because of their low side effect profile compared to semaglutide"  
[X Link](https://x.com/Kajiastic/status/2018450137836564809)  2026-02-02T22:23Z [----] followers, [---] engagements


"$NBIS Interesting developments. Might hear more on 12th about this 🚨 Looks like $NBIS could be planning two new colocation facilities in the U.S. The company just opened two Data Center IT Manager roles one in Minneapolis and one in Oklahoma both mentioning: "On-site work at colocation facilities." Not confirmed yet. https://t.co/lpVP1jRyy3 🚨 Looks like $NBIS could be planning two new colocation facilities in the U.S. The company just opened two Data Center IT Manager roles one in Minneapolis and one in Oklahoma both mentioning: "On-site work at colocation facilities." Not confirmed yet."  
[X Link](https://x.com/Kajiastic/status/2018627248442736651)  2026-02-03T10:06Z [----] followers, [----] engagements


"$PYPL and $FUBO investors"  
[X Link](https://x.com/Kajiastic/status/2018696186333454792)  2026-02-03T14:40Z [----] followers, [----] engagements


"Disappointing to say the least. Sold my [----] shares of $FUBO that I held $FUBO investors were hoping for one of three things this morning: 1Profitability 2An actual packaged business not NewCo 3Clear updated guidance (its been a year) We got none. [--] Were still unprofitable a year after the settlement & fair pricing terms [--] Weve https://t.co/JKNfEz5p31 $FUBO investors were hoping for one of three things this morning: 1Profitability 2An actual packaged business not NewCo 3Clear updated guidance (its been a year) We got none. [--] Were still unprofitable a year after the settlement & fair pricing"  
[X Link](https://x.com/Kajiastic/status/2018710798453862610)  2026-02-03T15:38Z [----] followers, [----] engagements


"Got myself some $ZETA"  
[X Link](https://x.com/Kajiastic/status/2018711610936689105)  2026-02-03T15:42Z [----] followers, [----] engagements


"@wealthmatica @qualtrim We need to have a $ZETA party once it reaches those levels. Stock would probably trade around $200 or even more"  
[X Link](https://x.com/Kajiastic/status/2018746690941944076)  2026-02-03T18:01Z [----] followers, [---] engagements


"Right about now would be a great time for Andrew to make some open market purchase of $HIMS shares if he thinks the company is undervalued and has a huge runway for growth"  
[X Link](https://x.com/Kajiastic/status/2019145415090921758)  2026-02-04T20:25Z [----] followers, [----] engagements


"Bloodbath day for the portfolio 📉📉 YTD: -8.56% Top winners in my portfolio: [--]. $AMPX: +487.96% ( 1.3% of Port ) [--]. $IREN: +376.77% ( 4.5% of Port ) - Tomorrow should be interesting earnings before the market opens. [--]. $RKLB: +342.26% ( 3% of Port ) [--]. $SOFI: +172.08% ( 20% of Port ) [--]. $NBIS: +129.55% ( 17% of Port ) Top losers in my portfolio: [--]. $ROOT: -27.96% ( 5% of Port ) - Tough one to hold given it keep forming a new lower base but hopefully earnings will change that narrative. [--]. $PGY: -15% ( [---] % of Port ) - Same story as root severely undervalued and earnings might just flip this"  
[X Link](https://x.com/Kajiastic/status/2019180038533550268)  2026-02-04T22:43Z [----] followers, [----] engagements


"$ZETA has built an intellectual property portfolio consisting of over [---] patents and applications The portfolio is heavily focused on AI machine learning predictive personalization and data analytics. Two patents that were approved in 2026- [--]. Machine learning model and encoder to predict online user journeys: The patent was for an improved AI tool for figuring out and influencing what online users will do next mainly for better digital marketing and advertising. It's technical under the hood (involving neural networks and vector embeddings) but the goal is to make online campaigns smarter"  
[X Link](https://x.com/Kajiastic/status/2019386536161161631)  2026-02-05T12:24Z [----] followers, [----] engagements


"$HIMS LAUNCHES ACCESS TO COMPOUNDED SEMAGLUTIDE PILLS FOR WEIGHT LOSS at $49/MONTH"  
[X Link](https://x.com/Kajiastic/status/2019411897561628911)  2026-02-05T14:04Z [----] followers, [----] engagements


"$HIMS $NVO and the response Its actually great its out there finally rather than the fear of any lawsuit looming forever. David and Goliath fighting it out in the ring Our track record speaks for itself and is why weve been able to help nearly 2.5M customers access care personalized to their needs. Were focused on bringing more access more positive outcomes and more choice to customers everywhere. Thats as true today as it was at our Our track record speaks for itself and is why weve been able to help nearly 2.5M customers access care personalized to their needs. Were focused on bringing more"  
[X Link](https://x.com/Kajiastic/status/2019465734288556350)  2026-02-05T17:38Z [----] followers, [----] engagements


"$HIMS Safe to say after today's drama this didn't work out rather went sour"  
[X Link](https://x.com/Kajiastic/status/2019541153075589498)  2026-02-05T22:38Z [----] followers, [----] engagements


"@Davis_C15 Man has infinite money to buy this $ZETA dip"  
[X Link](https://x.com/Kajiastic/status/2019541336727384081)  2026-02-05T22:39Z [----] followers, [---] engagements


"@himshouse $HIMS to $10"  
[X Link](https://x.com/Kajiastic/status/2019558948970590476)  2026-02-05T23:49Z [----] followers, [----] engagements


"@alc2022 She is sleeping on the wheel too it seems $HIMS"  
[X Link](https://x.com/Kajiastic/status/2019559139995721889)  2026-02-05T23:49Z [----] followers, [----] engagements


"Im very tempted to sell my $HIMS position after yesterdays drama and especially the FDA directly targeting the company for their so called malpractices. I really love the vison and misson of the company but sometimes I think they are just not focussed on the right things. After listening to yesterdays emergency podcast from @himshouse with @cremieuxrecueil honestly I agree that using liposomal delivery ( not tested ) vs. SNAC ( tested and FDA approved ) without doing any clinical tests might just be ripping off customers by saying its the same ingredient as Wegovy where the effectiveness"  
[X Link](https://x.com/Kajiastic/status/2019796154536382963)  2026-02-06T15:31Z [----] followers, 13.3K engagements


"This isnt being emotional its being rational and evaluating my position based on whats happening right now. I havent sold and dont plan to until my price target of at least $50 is reached. By that point the narrative around $HIMS could shift again. For now Im just holding and watching. https://twitter.com/i/web/status/2019811269713231889 https://twitter.com/i/web/status/2019811269713231889"  
[X Link](https://x.com/Kajiastic/status/2019811269713231889)  2026-02-06T16:31Z [----] followers, [----] engagements


"$SOFI I was always going to hold this for [--] years or more but this interview just cemented my conviction in the company even more. Thank you @anthonynoto for the interview. It's great to hear your thoughts and plans for the future. It's still day [--] Fresh horses we ride 🐎🐎🐎 We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to"  
[X Link](https://x.com/Kajiastic/status/2019907802324464105)  2026-02-06T22:55Z [----] followers, [----] engagements


"$HIMS Only reason why I'm still holding the rest of my shares. Still up a 100% on them but hopefully this dies out soon. Will wait for earnings before I decide to take any action on my remaining position"  
[X Link](https://x.com/Kajiastic/status/2019917313626022146)  2026-02-06T23:33Z [----] followers, [----] engagements


"I own [--] stocks and all are at a class of their own ( except $HIMS for now ) This year I may consolidate even further but it's really hard selling any at this point except maybe [--] or [--] The ones in the Others section are $ROOT $IREN $PGY $RKLB $AMPX"  
[X Link](https://x.com/Kajiastic/status/2020199747773165615)  2026-02-07T18:15Z [----] followers, [----] engagements


"$HIMS Well there it is. The pressure was too much from almost all directions to stop this launch. I wonder if like every earnings call Andrew will take questions from the retail community this time. If he does hope he is ready to answer some really tough questions Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our"  
[X Link](https://x.com/Kajiastic/status/2020228386657038411)  2026-02-07T20:09Z [----] followers, [----] engagements


"@QualityInvest5 @oguzerkan @DimitryNakhla Used to follow that guy but then realized all his good content came from other people. Really pathetic"  
[X Link](https://x.com/Kajiastic/status/2020259280000332204)  2026-02-07T22:12Z [----] followers, [---] engagements


"Much needed weekend gateway trip to Killarney ( one of my favorite spots in Ireland ) 🌞 Looking forward to $PGY and $NBIS earnings next week Happy Sunday all 🥂"  
[X Link](https://x.com/Kajiastic/status/2020532100873461893)  2026-02-08T16:16Z [----] followers, [----] engagements


"$HIMS Ranking in the IOS app store in the medical segment after the Superbowl ad $RO at #4 $HIMS at #5 $HERS at #7"  
[X Link](https://x.com/Kajiastic/status/2020810935724646501)  2026-02-09T10:44Z [----] followers, [----] engagements


"Sold half of my remaining $HIMS position and added the proceeds to $PGY and $ZETA The legal overhang will supress the stock for a long tim and in the meanwhile there are better opportunities. Will let the rest of my $HIMS shares ride through this storm 🚨 BREAKING: NOVO NORDISK SUES $HIMS https://t.co/cFaF9d3IBl 🚨 BREAKING: NOVO NORDISK SUES $HIMS https://t.co/cFaF9d3IBl"  
[X Link](https://x.com/Kajiastic/status/2020895535473811936)  2026-02-09T16:20Z [----] followers, [----] engagements


"$NBIS Why the Tavily acquisition is a masterstroke for Nebius 🚀 Ive been testing Tavily in the past while building and testing AI Agents and the value it adds to the Nebius cloud ecosystem cannot be overstated. Most cloud providers just give you raw compute. But with this move Nebius is creating a vertically integrated stack for the Agentic Era: [--]. Compute + Inference: High-performance GPUs and their Token Factory for reasoning. [--]. Real-Time Grounding: Tavilys search layer gives agents "live" web access essentially killing hallucinations. [--]. Reduced Complexity: For developers this eliminates"  
[X Link](https://x.com/Kajiastic/status/2021290897657176329)  2026-02-10T18:31Z [----] followers, [----] engagements


"@wealthmatica The value is the additional users Tavily brings into the Nebius ecosystem who can have one platform for all their inference and model testing capabilities"  
[X Link](https://x.com/Kajiastic/status/2021318403336593611)  2026-02-10T20:20Z [----] followers, [---] engagements


"$ZETA To announce Q4 earnings on 24th Feb after market close 🚀 Team $ZETA is locked and loaded🚀 Things ill look out for: [--]. Profitability for Q4 and the guidance to sustain it [--]. Raise in Q1 and FY [----] guidance [--]. More details on OpenAI partnership [--]. Athena feedback from beta users [--]. Healthy growth YoY in their count of scaled and super scaled customers https://twitter.com/i/web/status/2021335564755042768 https://twitter.com/i/web/status/2021335564755042768"  
[X Link](https://x.com/Kajiastic/status/2021335564755042768)  2026-02-10T21:28Z [----] followers, 10.3K engagements


"$ZETA Ok at least we know a beat and raise is on the cards $ZETA To announce Q4 earnings on 24th Feb after market close 🚀 Team $ZETA is locked and loaded🚀 Things ill look out for: [--]. Profitability for Q4 and the guidance to sustain it [--]. Raise in Q1 and FY [----] guidance [--]. More details on OpenAI partnership [--]. Athena feedback from https://t.co/vP4cZZbovn $ZETA To announce Q4 earnings on 24th Feb after market close 🚀 Team $ZETA is locked and loaded🚀 Things ill look out for: [--]. Profitability for Q4 and the guidance to sustain it [--]. Raise in Q1 and FY [----] guidance [--]. More details on OpenAI"  
[X Link](https://x.com/Kajiastic/status/2021357719203217702)  2026-02-10T22:56Z [----] followers, [----] engagements


"@larsohorpestad Agree. I'm excited for how this shapes the whole narrative for $NBIS as just a data center player to the whole end to end ai infrastructure service provider"  
[X Link](https://x.com/Kajiastic/status/2021528370874568928)  2026-02-11T10:14Z [----] followers, [---] engagements


"@5xCap Lol you caught on im actually overweight on $NBIS already"  
[X Link](https://x.com/Kajiastic/status/2021654012551155977)  2026-02-11T18:34Z [----] followers, [---] engagements


"@5xCap $NBIS thesis might take time to play out tahts all. Its just that some opportunities are very attractive at those levels. Will share soon my purchases"  
[X Link](https://x.com/Kajiastic/status/2021684395640316072)  2026-02-11T20:34Z [----] followers, [---] engagements


"@steady_profits $NBIS is my play in this space going forward. Both will do great"  
[X Link](https://x.com/Kajiastic/status/2021726616418660675)  2026-02-11T23:22Z [----] followers, [----] engagements


"Imagine if the SP500 actually corrects 20-30% we can say goodbye to our favorite growth stocks as they plummet to all time lows despite great earnings It currently feels like the COVID crash or the Liberation Day crash yet indexes are at all-time highs. Ive never experienced anything like this in my ten years as an investor. https://t.co/Ke1fYrrIXG It currently feels like the COVID crash or the Liberation Day crash yet indexes are at all-time highs. Ive never experienced anything like this in my ten years as an investor. https://t.co/Ke1fYrrIXG"  
[X Link](https://x.com/Kajiastic/status/2022002080756773018)  2026-02-12T17:37Z [----] followers, [----] engagements


"Looks like we are back :)"  
[X Link](https://x.com/Kajiastic/status/2022334298532294946)  2026-02-13T15:37Z [----] followers, [---] engagements


"One of my primary buys after selling $IREN and $RKLB is $ZETA We are entering an age where people think AI can easily replicate the 'digital output' of generic SaaS firms. Maybe it's true maybe it isn't. If this narrative comes true to survive companies need a proprietary edge. $ZETAs advantage lies in its integrated 1P data ecosystem a defensive moat built over years specifically to leverage AI. $ZETA has spent years integrating data into its ecosystem making its AI outputs unique and impossible to replicate. $ZETA is now my largest position followed by $SOFI and $NBIS This is the year Ive"  
[X Link](https://x.com/Kajiastic/status/2021979517363913176)  2026-02-12T16:07Z [----] followers, [----] engagements


"@growwithleo7 Usually its the end of the month for most folks"  
[X Link](https://x.com/Kajiastic/status/2022335222570958881)  2026-02-13T15:41Z [----] followers, [--] engagements


"$PGY was the 2nd big purchase yesterday increasing my position to 9.7% of my portfolio. I first bought around $21 just before earnings. Yes Q4 revenue growth slowed but that was intentional. Management chose profitability and disciplined growth over chasing volume in a tough macro. Heres the real story the market is missing: $1.3B+ in trailing revenue Market cap almost under $1B Trading around 0.8x-1x sales despite improving profitability If rate cuts arrive funding costs drop loan demand returns and growth re-accelerates while profitability stays intact. That combination can re-rate fast."  
[X Link](https://x.com/Kajiastic/status/2022084184324345917)  2026-02-12T23:03Z [----] followers, [----] engagements


"$ZETA Everything trending up and towards the right Revenue projected to grow at +35% YoY in [----] FCF expanding Profitability just around the corner The company's projected Q4 revenue range is $378.8 million to $381.8 million (midpoint $380.3 million). This represents about 20-21% year-over-year growth Expect them to beat that and come somewhere around $390M ( around 24% YoY growth ) They had a great Q4 in [----] due to the election period and growing over that YoY by 24% this Q4 is super impressive. https://twitter.com/i/web/status/2022707372708213199"  
[X Link](https://x.com/Kajiastic/status/2022707372708213199)  2026-02-14T16:19Z [----] followers, [----] engagements


"@wealthmatica Crazy $ZETA under $20 is such a gift"  
[X Link](https://x.com/Kajiastic/status/2022710391009108348)  2026-02-14T16:31Z [----] followers, [---] engagements


"$HIMS BREAKING: HIMS announces to acquire ZAVA to accelerate expansion across UK Germany France and Ireland"  
[X Link](https://x.com/anyuser/status/1929860019182293174)  2025-06-03T11:17Z [----] followers, 11K engagements


"$SOFI Added [---] jobs just in the past week. Investing heavily into Product Innovation and AI"  
[X Link](https://x.com/anyuser/status/1932053171225939997)  2025-06-09T12:32Z [----] followers, [----] engagements


"$NBIS Partnerships just keep flowing in. Reminds me so much of $PLTR during its early growth stages. Very agile and capable management steering the ship JUST IN: $NBIS announced a partnership and joint GPU-as-a-Service solution with WEKA integrating its advanced high-performance data storage software into the full-stack Nebius AI Cloud. 👌🏻 This collaboration empowers customers to scale compute and storage resources with https://t.co/pR8AjgGrBx JUST IN: $NBIS announced a partnership and joint GPU-as-a-Service solution with WEKA integrating its advanced high-performance data storage software"  
[X Link](https://x.com/Kajiastic/status/1932361414800212392)  2025-06-10T08:57Z [----] followers, [----] engagements


"$SOFI The fireside chat today with Chris Lapointe was just 🔥. Lot of more Loan Platform deals coming in Q2 more cross selling lots of tech platform deals lined up and then crypto boost coming along with rate cuts. There is no better time to be bullish in $SOFI than now. The time is now"  
[X Link](https://x.com/anyuser/status/1932522612988784734)  2025-06-10T19:37Z [----] followers, [----] engagements


"$HIMS The HIMS platform already provides gummies for basic supplements and hair growth unless they expand this for other categories as well. If its just gummies maybe nothing new but we will see $HIMS Hers gummies Only two sleeps till June [--] 👀 $HIMS Hers gummies Only two sleeps till June [--] 👀"  
[X Link](https://x.com/anyuser/status/1934938745960034499)  2025-06-17T11:38Z [----] followers, [----] engagements


"$ZETA cranking it up after hours"  
[X Link](https://x.com/anyuser/status/1945604986152374411)  2025-07-16T22:02Z [----] followers, [----] engagements


"$HIMS should use $ZETA. Here is why: Zeta's AI platform excels at mapping the full patient journey from awareness to retention. For HIMS this means using data-driven insights to spot folks researching sensitive topics like hair loss or mental health then serving up personalized discreet messaging that builds real trust. Imagine slashing acquisition costs by targeting based on location and intent signals while boosting satisfaction with seamless follow-ups and tailored offers. It's about establishing those long-term relationships in a privacy-first way. Well it may not happen but just an"  
[X Link](https://x.com/anyuser/status/1945771471130784181)  2025-07-17T09:04Z [----] followers, [----] engagements


"$SOFI I used to wish for days like this when i was holding $SOFI since [----]. I got it first at $5 range and then averaged up to mid $7. It was the first stock I invested in. Would see all the other stocks run up but not $SOFI and i remember it even hitting $8 or $9 was a big thing but obviously it would come down to mid $7's again. This taught me a lot about patience and having conviction in what i own learning more about the business and trusting my belief. It has been a great journey with all the other fellow $SOFI shareholders and there's more to come. It only gets easier from here :)"  
[X Link](https://x.com/anyuser/status/1945931016889315589)  2025-07-17T19:38Z [----] followers, [----] engagements


"@amitisinvesting Based on that estimate Amit's portfolio is probably in the $1880000 to $2350000 range 👀"  
[X Link](https://x.com/anyuser/status/1951321647501218126)  2025-08-01T16:38Z [----] followers, [----] engagements


"$ZETA Q2 RESULTS ARE OUT ✅✅"  
[X Link](https://x.com/anyuser/status/1952823519340892506)  2025-08-05T20:06Z [----] followers, 40.9K engagements


"$ZETA Guidance increase for Q3 and full year. This was a blowout quarter $ZETA Q2 RESULTS ARE OUT ✅✅ https://t.co/aWncftyyEJ $ZETA Q2 RESULTS ARE OUT ✅✅ https://t.co/aWncftyyEJ"  
[X Link](https://x.com/anyuser/status/1952824761177747483)  2025-08-05T20:11Z [----] followers, [----] engagements


"$ZETA Management approved another share repurchase program of $200M. The stock is severely undervalued and cheap $ZETA Guidance increase for Q3 and full year. This was a blowout quarter https://t.co/lyNWtzBy4M $ZETA Guidance increase for Q3 and full year. This was a blowout quarter https://t.co/lyNWtzBy4M"  
[X Link](https://x.com/anyuser/status/1952826072594301376)  2025-08-05T20:16Z [----] followers, [----] engagements


"@himshouse Man has gotta scale his donut business"  
[X Link](https://x.com/Kajiastic/status/1955018408346419246)  2025-08-11T21:28Z [----] followers, [----] engagements


"$SOFI New partnership with Light spark to power block chain enabler international money transfers"  
[X Link](https://x.com/anyuser/status/1957791657459339705)  2025-08-19T13:07Z [----] followers, [----] engagements


"Ive often shared my journey with $SOFI $HIMS $NBIS and $ZETA which is the backbone of my portfolio representing almost 80%. These are my steady conviction bets. But I also keep a 23% slice for swing for the fences ideas companies with breakthrough potential massive upside but equally high volatility. In this short thread Ill share whats inside that basket why I picked them how theyve performed so far and what I see for the future.🧵 [--]. OSCR Oscar Health 💼 5% of portfolio +5.4% All time Returns Oscar is a digital-first health insurer with 2M+ members across [--] states. Q2 revenue was $2.86B"  
[X Link](https://x.com/anyuser/status/1964805425326428645)  2025-09-07T21:38Z [----] followers, 29.1K engagements


"@pepemoonboy"  
[X Link](https://x.com/Kajiastic/status/1965814890880446483)  2025-09-10T16:29Z [----] followers, [----] engagements


"$ZETA People watched David's fireside chat and are buying before this reaches $200. Simple Excited for what they will unveil at ZETA live next month"  
[X Link](https://x.com/anyuser/status/1966186467102961879)  2025-09-11T17:05Z [----] followers, [----] engagements


"$NBIS Just imagine the price upgrades happening [--] year from now provided this sort of momentum continues. Even with the run up it had $NBIS seems poised to be the company to provide most shareholder value in the next few years JUST IN: Arete Research raised its Price Target on $NBIS from $128 to $184 and keeps a Buy rating 🟢 Back in April some of us were loading up under $20. Fast-forward a few months and were looking at a PT nearly 10x higher. Let that sink in. https://t.co/Khr8V71dyv JUST IN: Arete Research raised its Price Target on $NBIS from $128 to $184 and keeps a Buy rating 🟢 Back"  
[X Link](https://x.com/Kajiastic/status/1966444551037444350)  2025-09-12T10:11Z [----] followers, [----] engagements


"Hyperscalers power and the $NBIS path to [----] I wanted to understand what does the future of hyperscalers look like and where a specialist like $NBIS could land by [----]. Short version: theres no abrupt plateau coming. Were in the steep part of an S-curve capped more by physics (power land interconnects) than by demand. A realistic base case has $NBIS at $2536B revenue by [----] if it reaches [----] GW with healthy utilization; the bull case pushes $6078B if they scale to [--] GW and keep pricing from collapsing. ⚡📈 See the below Grok response validated by chatgpt as well from a first principles"  
[X Link](https://x.com/Kajiastic/status/1967333122409742597)  2025-09-14T21:02Z [----] followers, [----] engagements


"$SOFI $28 IN THE PREMARKETS What a lovely sight"  
[X Link](https://x.com/anyuser/status/1967866002374529243)  2025-09-16T08:19Z [----] followers, [----] engagements


"$NBIS almost $100. Going to be a dream this one for the next couple of years"  
[X Link](https://x.com/anyuser/status/1969118267538100547)  2025-09-19T19:15Z [----] followers, [----] engagements


"CROSSED 200% YTD GAINS. UNREAL MOMENTUM 🚀"  
[X Link](https://x.com/Kajiastic/status/1969126341216727127)  2025-09-19T19:47Z [----] followers, [----] engagements


"AI Datacenter plays like $NBIS and $IREN make up 24% of my total portfolio. These companies are very young in their journey and will be serious compounders over the next couple of years despite both being up considerably this year. $NBIS: $253.79% YTD and $IREN: $342.54 YTD. But recently seeing very aggressive price targets around here over the short term which seems unreasonable. Would rather have these companies grow into their valuation than hype and speculation drive the stock price up which is unhealthy in the long term"  
[X Link](https://x.com/anyuser/status/1971502747968008307)  2025-09-26T09:10Z [----] followers, 10.1K engagements


"$NBIS SUBSIDARY VALUATION BY [----] Everyone is laser-focused on $NBISs core AI infra business the GPU clusters the hyperscaler partnerships the billions in CAPEX pouring into AI but the subsidiaries that NBIS owns could quietly turn into multi-billion-dollar companies in their own right over the next decade. Avride their autonomous delivery arm is working with Uber and Grubhub as partners. Avride could scale thousands of sidewalk robots across campuses and cities. If they crack the unit economics (sub-$1 deliveries) and get regulators onside this could easily be a $1020B business by [----] with"  
[X Link](https://x.com/anyuser/status/1972394981508718607)  2025-09-28T20:16Z [----] followers, 15.2K engagements


"$SOFI Look at the below chart and tell me what you see. I see years of durable compounded top and bottom line growth. Cant even imagine how this will look like by 2030"  
[X Link](https://x.com/anyuser/status/1973105352766828797)  2025-09-30T19:19Z [----] followers, [----] engagements


"$SOFI ANNOUNCES its Q3 earnings report on 28th October. $900M+ quarter incoming with net income to cross $120M"  
[X Link](https://x.com/anyuser/status/1973358526140653587)  2025-10-01T12:05Z [----] followers, [----] engagements


"$ZETA Fell below $5B market cap. This will be the last chance to buy this before it goes to $30 and beyond"  
[X Link](https://x.com/anyuser/status/1973753559654289776)  2025-10-02T14:14Z [----] followers, [----] engagements


"$ZETA ZETA Live event is going to be a blast"  
[X Link](https://x.com/anyuser/status/1974090166555095327)  2025-10-03T12:32Z [----] followers, [----] engagements


"$HIMS WHY IM STILL LONG 🚀🚀 The sentiment around $HIMS hasn't been great lately. This was once a finX darling and many people are fleeing the stock during this uncertain times. Selling pressure and short interest has been at it highest since FDA warning letter in September on weight-loss drug ads and a Q2 revenue miss ($545M vs. $551M est.) tied to softer consumer spending. The other reason for softer sales could be shift from one-time pay per dose toward a sustained care / subscription model that will inevitably cause churn especially in the near term (management has already guided that"  
[X Link](https://x.com/anyuser/status/1974382629383254428)  2025-10-04T07:54Z [----] followers, 12.1K engagements


"$ZETA ITS ZETA INVESTOR DAY TODAY Expect them to share more about the updated company strategy and vision update on revenue after Marigold acquisition Product tech roadmap any X factor or surprises and analyst QA . Tomorrow is $ZETA live event where we will have notable kenote speakers talk and more importantly a deeper dive on product roadmap and potentially some examples and demos of their platforms. I'm psyched and will be tuning in to the event updates as much as I can"  
[X Link](https://x.com/anyuser/status/1975506079497998445)  2025-10-07T10:18Z [----] followers, [----] engagements


"Sold my small $LMND position for a 138% profit and put it into $ROOT. To be clear $LMND is a great company and would probably dominate the insurance market in the next few years but $ROOT is ridiculously underpriced now and could have the immediate upside in the near future. The valuation is too cheap and stupid to ignore at this point It's priced for bankruptcy"  
[X Link](https://x.com/anyuser/status/1975557941379158346)  2025-10-07T13:44Z [----] followers, 15.9K engagements


"$SOFI Will say this again if the company keeps up this momentum which has recently been noticed by wall street and if the macro stays favourable this could run up really quick really fast. No price targets here but let me say holding this. I expect $SOFI and the management to live by what they say. Anthony Noto "We aim for $SOFI to be among the top [--] financial institutions in the future" So far they have very well lived up to that expectation so I have no problem holding this till they reach that position"  
[X Link](https://x.com/anyuser/status/1975572598831652984)  2025-10-07T14:43Z [----] followers, [----] engagements


"$HIMS ZAVA SEGMENT REVENUE COULD SURPRISE US Earlier this year $HIMS & Hers acquired ZAVA a leading European telehealth platform (UK DE FR IE). Management expects at least $50M in ZAVA revenue for FY2025 baked into the $2.3$2.4B full-year guide. Ive been tracking ZAVAs Trustpilot activity and reviews have jumped to 22/day a clear sign of accelerating demand through the platform When HIMS set its guidance they already factored in mens health churn as they shift toward more recurring long-term care. Without ZAVAs lift hitting that $2.3B mark wouldve been tough. Based on the review momentum +"  
[X Link](https://x.com/anyuser/status/1975837358286352693)  2025-10-08T08:15Z [----] followers, [----] engagements


"$HIMS Also looks like Zava has expanded its services to Spain. This is new Initially per $HIMS press release Zava had its presence in the UK Germany France and Ireland only but now we see Spain as well as one of the locations on the website where Zava has its presence. @Kajiastic Also Spain now. @Kajiastic Also Spain now"  
[X Link](https://x.com/Kajiastic/status/1975870822637355310)  2025-10-08T10:28Z [----] followers, [----] engagements


"$ZETA INVESTOR DAY IS LIVE I'm absorbing many exciting updates. One standout slide highlighted why $ZETA differs from competitors: its 1P data and AI embedded at the core of the ZMP enable faster signal retrieval from customer data at scale compared to rivals. $ZETA has on average 90% and above match rate with any US customer data with their core CDP platform. Market average and best standards is around 75% to 80%"  
[X Link](https://x.com/anyuser/status/1975914924527554830)  2025-10-08T13:23Z [----] followers, 15.5K engagements


"$ZETA This company has been executing like crazy and it has been going under the radar. Dirt cheap valuation $ZETA Q3 run rate for AI studio looks exponential https://t.co/VpdU0rmfG5 $ZETA Q3 run rate for AI studio looks exponential https://t.co/VpdU0rmfG5"  
[X Link](https://x.com/anyuser/status/1975939652768121263)  2025-10-08T15:01Z [----] followers, [----] engagements


"$ZETA TODAY UNVIELED Athena its new conversational voice assistant built directly into the ZETA platform. 🔥 Athena allows CMOs and marketing teams to talk to their data asking real-time questions like: Whats driving the drop in customer acquisition this quarter How can we adjust strategy for our top client segment Show me projections if we increase spend on channel X. Athena doesnt just surface insights it acts like an amplifier across the ZETA ecosystem. It can visualize data create charts instantly identify trends and even suggest strategy shifts to improve engagement conversions and"  
[X Link](https://x.com/anyuser/status/1975951767004393801)  2025-10-08T15:49Z [----] followers, 43.4K engagements


"Going heavy into $ZETA at $14- $15 and making it to the top [--] positions was one of the best decisions I could ever make. This train is getting started and make sure you don't miss out. NOT FINANCIAL ADVICE"  
[X Link](https://x.com/anyuser/status/1976058087204323514)  2025-10-08T22:52Z [----] followers, [----] engagements


"$HIMS Was walking past a health products store and saw them selling some collagen peptides ( basically used to improve bone health skin health and more ). Once $HIMS finds a way to sell peptide based products targeting various bodily function enhancements they will be unlocking growth on a completely different level. Would love to hear commentary from the management on the same on the roadmap"  
[X Link](https://x.com/anyuser/status/1976221347241132510)  2025-10-09T09:41Z [----] followers, [----] engagements


"$HIMS released a survey mentioning that 94% of their customers agree that their care experience through the platform is equal or better than in person care "Our data shows that telehealth when done responsibly can deliver care thats not only effective but deeply personal and safe" This validates the need for personalized remote care through the platform especially in places like EU where it's so hard to get an appointment with a doctor in person. Their model will work great here"  
[X Link](https://x.com/Kajiastic/status/1976275055022887274)  2025-10-09T13:14Z [----] followers, [----] engagements


"$ZETA Agree. It's currently at $4.3B market cap. 10x means it is a $43B market cap in the future if they keep staying ahead of their competitors in terms of product innovation and taking market share from them which I believe they will Today you see some companies literally with no revenue reach $20B - $30B market cap based on future potential. It is more than likely for $ZETA to deserve a similar multiple in the future too $ZETA is a GEM with 10x Potential. Now at a DISCOUNT after Friday Here's Why I'm BUYING more. https://t.co/xPPCg5Cw5o $ZETA is a GEM with 10x Potential. Now at a DISCOUNT"  
[X Link](https://x.com/anyuser/status/1977141771126948306)  2025-10-11T22:38Z [----] followers, 19.5K engagements


"$HIMS to announce their Q3 results on 3rd November. Not the most exciting quarter to look forward to to be honest. Latest credit card sales data has lagged heavily behind management guidance. Expect $HIMS to miss on revenue but what could offset this is [--]. Their future plans for more verticals roll out [--]. Metrics from testosterone roll out performance [--]. Expansion plans in Canada and other regions. [--]. Peptide facility plans [--]. Wearables integration in the platform. [--]. Expected menopause/HRT run rate"  
[X Link](https://x.com/anyuser/status/1977927550337962037)  2025-10-14T02:40Z [----] followers, [----] engagements


"BREAKING: $HIMS LAUNCHES MENOPAUSE AND PERIMENPAUSE SPECAILTY This is expected to add $1B in the hers segment itself in [----] LFG"  
[X Link](https://x.com/Kajiastic/status/1978447486965502230)  2025-10-15T13:06Z [----] followers, [----] engagements


"$HIMS Launch would have been even more awesome if it was advertised by a well known influencer or model. Dr Sheppard is well known for her work in women's health and she has a huge following. Hoping that can spread the word as not many know about this as a treatment option available to them BREAKING: $HIMS LAUNCHES MENOPAUSE AND PERIMENPAUSE SPECAILTY This is expected to add $1B in the hers segment itself in [----] LFG https://t.co/9hmZFtPyPa BREAKING: $HIMS LAUNCHES MENOPAUSE AND PERIMENPAUSE SPECAILTY This is expected to add $1B in the hers segment itself in [----] LFG https://t.co/9hmZFtPyPa"  
[X Link](https://x.com/Kajiastic/status/1978461693719294090)  2025-10-15T14:03Z [----] followers, [----] engagements


"@GabGrowth What about when Alex Karp says it live on television or an interview to burn the shorts. What Andrew said is very subtle for $HIMS. This company's stock has been shorted relentlessly"  
[X Link](https://x.com/anyuser/status/1978663109406437750)  2025-10-16T03:23Z [----] followers, [----] engagements


"$ZETA During the ZETA live event one comment from @dsteinberg10000 stood really out "We're already 100% better than our competitors. I want to be 300% better than our competitors" This tells me the company has a relentless focus on continuous improvement and R&D so that they are leaps and bounds ahead of their competitors in the future. The team also wants to create a change in mindset of all the top companies having a marketing team "We want to look at $ZETA" to "We need to have $ZETA" People miss out on great opportunities to later look back and think that this ship has sailed and that the"  
[X Link](https://x.com/anyuser/status/1978794476450763118)  2025-10-16T12:05Z [----] followers, [----] engagements


"$HIMS HAS PARTNERED WITH MOLLY SIMS an online beauty influencer for the release of menopause. She has added stories to her Instagram sharing her experience with Dr Jessica Sheppard for the menopause launch through the HERS platform./ In New York This is big as she has over 1M followers just on Instagram and I believe a majority of her followers would love to know and experience the journey themselves through the platform if they are going through any women's issues Q4 is going to be a blowout quarter"  
[X Link](https://x.com/anyuser/status/1978995810001129912)  2025-10-17T01:25Z [----] followers, 27.4K engagements


"What can it be $NBIS 👀 Cooking something cool Advise who can help us Cooking something cool Advise who can help us"  
[X Link](https://x.com/Kajiastic/status/1979134189216932067)  2025-10-17T10:35Z [----] followers, [----] engagements


"@DeItaone Make this happen"  
[X Link](https://x.com/Kajiastic/status/1979146912449073179)  2025-10-17T11:26Z [----] followers, [----] engagements


"$HIMS All the best to people selling their shares or shorting the company due to some harmless reaction by the CEO. Yes he had a planned sale thereafter but it wasn't like he timed the reaction so that he could pump his bag. That's just narrow minded thinking. They just launched a very niche vertical for the HERS section which was in the works for years. Having a vision is one thing but continuing to execute and deliver in such a complicated domain is something not many could do. SO YES HE DESERVES TO REACT TO A POST WHICH IS ABOUT SQUEEZING THE SHORTS WHO ARE BETTING AGAINST AN AMERICAN"  
[X Link](https://x.com/anyuser/status/1979327009575833812)  2025-10-17T23:21Z [----] followers, 10.2K engagements


"$HIMS While folks remain focussed on Andrew's actions the company seems to be slowly catching the attention of everyone. Google search trends for $HIMS platform rising in the last [--] days mostly due to the launch of mens testosterone vertical and women's menopause vertical. Trust pilot review volumes per day also keep ticking up gradually with HERS platform gaining more traction. All data signals for Q4 to be a very big quarter. Time will tell. $HIMS All the best to people selling their shares or shorting the company due to some harmless reaction by the CEO. Yes he had a planned sale"  
[X Link](https://x.com/anyuser/status/1979334993391600025)  2025-10-17T23:53Z [----] followers, [----] engagements


"$HIMS One of the very first reviews that i have seen on Trustpilot for men's Testosterone 👀 Remember more variety in brands and treatments to launch in [----] for testosterone and Menopause"  
[X Link](https://x.com/anyuser/status/1979559181763109300)  2025-10-18T14:44Z [----] followers, [----] engagements


"100% Agree $ZETA For $ZETA Athena will be what AIP was for $PLTR. https://t.co/O1nZwGBdFq For $ZETA Athena will be what AIP was for $PLTR. https://t.co/O1nZwGBdFq"  
[X Link](https://x.com/anyuser/status/1979677469134467364)  2025-10-18T22:34Z [----] followers, [----] engagements


"$NBIS Nebius is hiring and expanding rapidly. [---] open positions and all of them. I observed some roles are focussed on expanding AI Studio's presence among startups and focus sellers on selling Nebius Studio's innovative solutions. Nebius PAAS is going to be such a key differentiator in the future"  
[X Link](https://x.com/Kajiastic/status/1979906358918132077)  2025-10-19T13:43Z [----] followers, [----] engagements


"Ok I have travelled to the Philippines Singapore and Thailand within the last [--] weeks and one thing when it comes to transportation that stood out was $GRAB Lost count of how many times we have used $grab during the trip. It is everywhere. No wonder @amitisinvesting is so bullish on it. The go to app in south east Asia for ride-hailing and food delivery servics 🚚"  
[X Link](https://x.com/anyuser/status/1981644856922706379)  2025-10-24T08:52Z [----] followers, 12.6K engagements


"Within the next [--] months I expect the below names to be at least double if macro holds steady $SOFI $NBIS $ZETA $ROOT $IREN [--] quarters of beat and raise ahead of them with tailwinds in each of those sectors. Will revisit this to see if I was close"  
[X Link](https://x.com/anyuser/status/1981943696133427665)  2025-10-25T04:39Z [----] followers, [----] engagements


"What is the most low risk high reward small cap in this market with ever improving fundamentals Below is my list $ROOT ( $1.21B Mkt cap ) - 5% of port $ZETA ( $4.23B Mkt cap ) - 14.9% of port $PLMR ( $3.01B Mkt cap ) - No position $PGY ( $2.14B Mkt cap ) - No position Anything else I'm missing from this list https://twitter.com/i/web/status/1983658325913870455 https://twitter.com/i/web/status/1983658325913870455"  
[X Link](https://x.com/anyuser/status/1983658325913870455)  2025-10-29T22:12Z [----] followers, [----] engagements


"$ZETA I'm expecting them to announce their 17th beat and raise quarter. I'm also expecting them to be net income positive with revenue around $340M. With some of the demos (AI Agent Studio and Athena) shared during the $ZETA live event it would be crazy not to imagine even further acceleration in their Scaled and Super Scaled customer counts. I'll be buying $ZETA CFD's before earnings (5x leverage) as the only path I see from here is up and to the right. Not financial advice"  
[X Link](https://x.com/anyuser/status/1983781973739909290)  2025-10-30T06:24Z [----] followers, [----] engagements


"$ZETA Big news. Hope to hear more about this on the earnings call and how it will add additional value to the business $ZETA and AWS partnership The plan is to drive further AI marketing solutions across industry. I dont think people are ready for whats next $ZETA $AMZN https://t.co/9S0jOCLsoW $ZETA and AWS partnership The plan is to drive further AI marketing solutions across industry. I dont think people are ready for whats next $ZETA $AMZN https://t.co/9S0jOCLsoW"  
[X Link](https://x.com/anyuser/status/1984040398868902171)  2025-10-30T23:31Z [----] followers, 14.6K engagements


"$HIMS This was as of 30th of September. As of June 30th [----] their holding was [-------] shares JPMorgans HIMS holding increased by approximately +549% (roughly [---] larger than before 🚨 BREAKING: J.P. MORGAN HAS TAKEN AN 8.1% STAKE IN $HIMS https://t.co/wXEaR7UKzA 🚨 BREAKING: J.P. MORGAN HAS TAKEN AN 8.1% STAKE IN $HIMS https://t.co/wXEaR7UKzA"  
[X Link](https://x.com/anyuser/status/1984259313674662380)  2025-10-31T14:01Z [----] followers, [----] engagements


"$PLTR CROSSES [---] BIG CONGRATULATIONS TO ALL SHAREHOLDERS WHO HELD THIS SINCE [--] I held some shares in [----] and sold it at $14 as I didn't understand or do much research about the company also because I was a newbie to investing. That taught me a valuable session and to do a couple of things when navigating the stock market Start small learn fast- Begin with a small position after quick preliminary research enough to have skin in the game and then go deeper. Sometimes I hear people say oh it ran up a lot and give up. I did that too. Real conviction is built after youre in the stock not before."  
[X Link](https://x.com/anyuser/status/1984273899438117204)  2025-10-31T14:58Z [----] followers, [----] engagements


"$FUBO The patience on this one finally paying off $FUBO is now the #1 entertainment app in the App Store https://t.co/TTcVKim0VF $FUBO is now the #1 entertainment app in the App Store https://t.co/TTcVKim0VF"  
[X Link](https://x.com/Kajiastic/status/1984903829855588385)  2025-11-02T08:42Z [----] followers, [----] engagements


"$IREN JUST SECURED A $9.7B CONTRACT WITH MICROSOFT OVER [--] YEARS Congratulations to all shareholders"  
[X Link](https://x.com/anyuser/status/1985305011698508100)  2025-11-03T11:16Z [----] followers, [----] engagements


"Looking forward to $HIMS earnings today. Expectation and sentiment is quite low going into ER ( Probably the lowest it has been since I have been invested ) but you never know what tricks Andrew and team might have up their sleeve to turn this around. Oh and since @NighthawkTradez hasn't said it today already $HIMS to $100"  
[X Link](https://x.com/Kajiastic/status/1985411807695999406)  2025-11-03T18:20Z [----] followers, [----] engagements


"$ZETA During Q2 earnings the stock popped 22% on a good ER. Expect it to be the same this time. Bonus pump if we are net income positive as well🤞"  
[X Link](https://x.com/anyuser/status/1985743747158565110)  2025-11-04T16:19Z [----] followers, [----] engagements


"$ZETA REPORTS Q3 EARNINGS REPORT 🚀🚀"  
[X Link](https://x.com/anyuser/status/1985816076710481980)  2025-11-04T21:07Z [----] followers, 24.9K engagements


"$ZETA had a net loss of -3.6M significant improvement QoQ and YoY. Expect next quarter for them to be GAAP profitable $ZETA REPORTS Q3 EARNINGS REPORT 🚀🚀 https://t.co/Baum4eMqax $ZETA REPORTS Q3 EARNINGS REPORT 🚀🚀 https://t.co/Baum4eMqax"  
[X Link](https://x.com/anyuser/status/1985825331106685229)  2025-11-04T21:43Z [----] followers, [----] engagements


"$ZETA has guided for [----] to be another 20% revenue growth year Revenue guidance of $1540M which I believe they will easily beat. This is going to be a compounding machine over the next decade https://twitter.com/i/web/status/1985834718709817557 https://twitter.com/i/web/status/1985834718709817557"  
[X Link](https://x.com/anyuser/status/1985834718709817557)  2025-11-04T22:21Z [----] followers, [----] engagements


"$ZETA Just a note that the [----] guidance doesn't include the contributions from the Marigold acquisition yet. Once the deal is closed later in the year they will guide for Marigold contribution $ZETA has guided for [----] to be another 20% revenue growth year Revenue guidance of $1540M which I believe they will easily beat. This is going to be a compounding machine over the next decade https://t.co/yqO3zgBFbu $ZETA has guided for [----] to be another 20% revenue growth year Revenue guidance of $1540M which I believe they will easily beat. This is going to be a compounding machine over the next"  
[X Link](https://x.com/anyuser/status/1986003724699881694)  2025-11-05T09:32Z [----] followers, 10.4K engagements


"$ZETA Taking a leaf out of @DataDInvesting's book here. $ZETA is just a $4B company even after stellar earnings. Everything is trending up and towards the right while the stock price is nowhere near its fair value. Last year the stock was trading at mid $30's few weeks ago the stock was at $22 and today after earnings it is at $18 while the fundamentals have kept on improving. THESE LEVELS ARE A GIFT Will nibble a few more shares today at the open"  
[X Link](https://x.com/anyuser/status/1986018868062548166)  2025-11-05T10:32Z [----] followers, 10.9K engagements


"Bought more $NBIS at $101.47. Btw cool app UI eh"  
[X Link](https://x.com/anyuser/status/1986811424434508100)  2025-11-07T15:02Z [----] followers, 17.1K engagements


"$ZETA How much we have missed the 20's"  
[X Link](https://x.com/anyuser/status/1987892254195745061)  2025-11-10T14:37Z [----] followers, [----] engagements


"$NBIS ANNOUNCES Q3 RESULTS NEW DEAL WITH META OF $3B OVER [--] YEARS🚀🚀"  
[X Link](https://x.com/anyuser/status/1988215818740445481)  2025-11-11T12:02Z [----] followers, 13.4K engagements


"$NBIS We re probably flat/down due to this news. Some dilution incoming but to support the demand and the level of growth $NBIS is targeting for but this will be a short term pain for long term gain IMO"  
[X Link](https://x.com/Kajiastic/status/1988219971881889916)  2025-11-11T12:19Z [----] followers, [----] engagements


"@amitisinvesting Welcome to the $NBIS. Now $ZETA next"  
[X Link](https://x.com/anyuser/status/1988237928888188928)  2025-11-11T13:30Z [----] followers, [----] engagements


"@amitisinvesting After those earnings anything below $95 is a steal for $NBIS IMO. I'm adding here as well"  
[X Link](https://x.com/Kajiastic/status/1988656300566487057)  2025-11-12T17:13Z [----] followers, 11.2K engagements


"$NBIS Wasn't able to get the bottom but I'll take these levels. Thank you for the cheap shares"  
[X Link](https://x.com/anyuser/status/1988657638691992033)  2025-11-12T17:18Z [----] followers, [----] engagements


"Great pitch on $ZETA @TheRonnieVShow with @amitisinvesting. Great overview on the company their moat valuation CEO and the future. Very well covered Short answer is $ZETA is a STRONG BUY and great things are to come for this company. Anyone interested in the thesis and deep dive here is a great writeup by my friend @wealthmatica https://x.com/wealthmatica/status/1957072582877847936s=20 https://x.com/wealthmatica/status/1957072582877847936s=20"  
[X Link](https://x.com/anyuser/status/1988670576769003904)  2025-11-12T18:09Z [----] followers, [----] engagements


"$HIMS This demo was really cool with Dheerja sharing the "Labs" feature in the HIMS & HERS app. $HIMS leading healthcare transformation in US"  
[X Link](https://x.com/anyuser/status/1989020508898357528)  2025-11-13T17:20Z [----] followers, [----] engagements


"$HIMS Expect a serious accleration in subscriber count in the coming quarters. The newly launched "LABS" product will see a lot of first timers subscribing to the platform because they want a better way to track their health and blood results. Many may not need any follow up treatment but expect some to also subscribe and use some other product for eg: Low T or metabolic treatments based on their results. With every new treatment $HIMS introduces in the platform the strength of its healthcare flywheel compounds improving patient outcomes increasing retention and making the platform stickier"  
[X Link](https://x.com/anyuser/status/1989792803421921711)  2025-11-15T20:29Z [----] followers, 14.5K engagements


"$HIMS just annoucned Deb Autor a former senior leader at the FDA and who was a part of the HIMS board to be the first Chief Policy Officer of the company"  
[X Link](https://x.com/anyuser/status/1990383311168893192)  2025-11-17T11:35Z [----] followers, 10.7K engagements


"$HIMS ANNOUNCES $250M SHARE REPURCHASE PROGRAM We continue to see opportunities where the market value of our Class A common stock may not fully reflect what we believe is its intrinsic value - Andrew Dudum CEO"  
[X Link](https://x.com/anyuser/status/1990407895263977806)  2025-11-17T13:13Z [----] followers, [----] engagements

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