# ![@KyleReedTrader Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::506062732.png) @KyleReedTrader Kyle Reed

Kyle Reed posts on X about $tmdx, $app, $four, in the the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::506062732/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::506062732/c:line/m:interactions.svg)

- [--] Week [------] +38%
- [--] Month [------] +98%
- [--] Months [-------] +249%
- [--] Year [-------] +604%

### Mentions: [--] [#](/creator/twitter::506062732/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::506062732/c:line/m:posts_active.svg)

- [--] Week [--] -32%
- [--] Month [--] +22%
- [--] Months [---] +119%
- [--] Year [---] +603%

### Followers: [---] [#](/creator/twitter::506062732/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::506062732/c:line/m:followers.svg)

- [--] Week [---] +0.36%
- [--] Month [---] +5.40%
- [--] Months [---] +126%
- [--] Year [---] +442%

### CreatorRank: [---------] [#](/creator/twitter::506062732/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::506062732/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [financial services](/list/financial-services)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [celebrities](/list/celebrities) 

**Social topic influence**
[$tmdx](/topic/$tmdx) #70, [$app](/topic/$app), [$four](/topic/$four), [in the](/topic/in-the), [money](/topic/money), [$rddt](/topic/$rddt) #230, [$nbis](/topic/$nbis), [business](/topic/business), [market](/topic/market), [ceo](/topic/ceo)

**Top accounts mentioned or mentioned by**
[@ashton1nvests](/creator/undefined) [@mathlonning](/creator/undefined) [@jack](/creator/undefined) [@stocknoobs2025](/creator/undefined) [@alicemiax](/creator/undefined) [@srobo1](/creator/undefined) [@highyieldhustle](/creator/undefined) [@mikimmykim](/creator/undefined) [@entrylevelinves](/creator/undefined) [@tjthewheeldeal](/creator/undefined) [@mikealfred](/creator/undefined) [@riskoff](/creator/undefined) [@douchebag168](/creator/undefined) [@jibesetspike](/creator/undefined) [@mmmtwealth](/creator/undefined) [@jayapted](/creator/undefined) [@youngphilo91](/creator/undefined) [@oguzerkan](/creator/undefined) [@nataninvesting](/creator/undefined) [@yodastockinvest](/creator/undefined)

**Top assets mentioned**
[TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [AppLovin Corporation (APP)](/topic/$app) [4 (FOUR)](/topic/$four) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/bitcoin) [Aspen Aerogels, Inc. (ASPN)](/topic/$aspn) [Iris Energy Limited (IREN)](/topic/$iren) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [RAI Finance (SOFI)](/topic/$sofi) [NuCypher (NU)](/topic/$nu) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Block, Inc. (XYZ)](/topic/$xyz) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [ZetaChain (ZETA)](/topic/$zeta) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Applied Digital Corp. (APLD)](/topic/$apld) [Strategy (MSTR)](/topic/$mstr) [Tidewater, Inc. (TDW)](/topic/$tdw) [Asset Entities Inc. (ASST)](/topic/$asst) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Advanced Micro Devices (AMD)](/topic/$amd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Astera Labs, Inc. (ALAB)](/topic/$alab) [PROCEPT BioRobotics Corporation (PRCT)](/topic/$prct) [Metadium (META)](/topic/$meta) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Uber Technologies, Inc. (UBER)](/topic/$uber) [UnitedHealth Group (UNH)](/topic/$unh) [Microsoft Corp. (MSFT)](/topic/$msft) [On Holding AG (ONON)](/topic/$onon) [The Root Network (ROOT)](/topic/$root)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Didn't see the huge selloff coming today but got a lot of good adds to the portfolio.Picked up some $META on their fantastic earnings. Didn't think I'd get the chance to pick up $TMDX near $150 but I did. $FOUR $NU $AMD as well. I think all will look great by year end"  
[X Link](https://x.com/KyleReedTrader/status/1819092487757328806)  2024-08-01T19:27Z [--] followers, [--] engagements


"Did a lot of adds today. That's why you sell on the way up - so that you have cash to buy on the way down. Weeks like this week can be soul crushing. You just have to focus on the long term. I am very confident my portfolio will look much better a year from now"  
[X Link](https://x.com/KyleReedTrader/status/1819380290650808646)  2024-08-02T14:30Z [--] followers, [--] engagements


"Adds: $SMCI $ASPN $FOUR $NU $AMZN $TMDX $DKNG and minor adds on a bunch of others"  
[X Link](https://x.com/KyleReedTrader/status/1819380292114665609)  2024-08-02T14:30Z [--] followers, [---] engagements


"Honestly surprised by the selloff in $SMCI after hours. Margins compressed slightly but revenue growth was phenomenal. They did $7.1B in revenue in [----]. They expect $30B in [----]. Margins will get back to normal. Had a small position (3%) going into the report"  
[X Link](https://x.com/KyleReedTrader/status/1820987744761385279)  2024-08-07T00:58Z [--] followers, [---] engagements


"Thank goodness $DIS fended off that proxy fight. Management clearly has things well under control"  
[X Link](https://x.com/KyleReedTrader/status/1821286514254352520)  2024-08-07T20:45Z [--] followers, [--] engagements


"Was a crazy move. But $SMCI is way too cheap right now given its growth rate. Now a 6% position. I'm willing to take it to 8% if it keeps selling off. Small adds every $5-10 down. This is absolutely insane: Super Micro Computer stock $SMCI just swung from UP +20% to DOWN -20% in [--] hours. The stock rose to an after hours high of $729.00 yesterday and is trading at $486.00 in after hours today. $SMCI is now down 60% from its high seen just [--] months https://t.co/MjpjKRWcZZ This is absolutely insane: Super Micro Computer stock $SMCI just swung from UP +20% to DOWN -20% in [--] hours. The stock"  
[X Link](https://x.com/KyleReedTrader/status/1821571509724549375)  2024-08-08T15:37Z [--] followers, [---] engagements


"There are only [--] companies with a market cap greater than the $BRKA massive cash pile. It's a pretty wide open universe when it comes to companies Buffet can buy"  
[X Link](https://x.com/KyleReedTrader/status/1821694742800826853)  2024-08-08T23:47Z [---] followers, [--] engagements


"Wow. What a day. $ASPN $APP $TMDX and $FOUR all up over 10%. Every stock in the portfolio green. I am very optimistic about the rest of the year. Likely to be my best ever. Don't listen to people who say you can't make money with the indices at highs"  
[X Link](https://x.com/KyleReedTrader/status/1821695527874130343)  2024-08-08T23:50Z [--] followers, [---] engagements


"Congrats to holders of $PLTR but the valuation is insane. It was insane at $21 (60X NTM EBITDA). Not for me"  
[X Link](https://x.com/KyleReedTrader/status/1821960267137167378)  2024-08-09T17:22Z [--] followers, [---] engagements


"Hell of a week for sure. Nice to end it with $TTD up 12.5%. Small position but every position counts Nice rebound in $NU. Even $FOUR turned green. Reduced risk slightly going into the weekend but optimistic for the remainder of 2024"  
[X Link](https://x.com/KyleReedTrader/status/1822016996281557378)  2024-08-09T21:07Z [--] followers, [---] engagements


"$SMCI up 10% today. With my aggressive adds from [---] down to [---] the position (approx. 5%) is in the green. The business is firing on all cylinders and growing quickly. Looking for strong earnings reports the next few quarters"  
[X Link](https://x.com/KyleReedTrader/status/1823003536021496025)  2024-08-12T14:28Z [--] followers, [--] engagements


"Big Yikes on $CMG. That's what happens when overvalued stocks (50X earnings with 20% growth) get hit with any bad news. Needs to come a long way further down to interest me. Wake me up with it gets below $40 (low 30s is where I'd really perk up)"  
[X Link](https://x.com/KyleReedTrader/status/1823415320104546334)  2024-08-13T17:44Z [--] followers, [--] engagements


"I strictly avoid politics on this account but it has to be said that the proposals for a 45% capital gains tax and a 25% tax on unrealized capital gains is dangerous to the American economy. Hard to understate the damage these policies would inflict"  
[X Link](https://x.com/KyleReedTrader/status/1826268357340852232)  2024-08-21T14:41Z [--] followers, [--] engagements


"$FOUR up small today on a nice acquisition they made. One of my biggest positions. Only thing I don't like about it is that the CEO has a trip to space planned. Stupid risk that his shareholders don't deserve"  
[X Link](https://x.com/KyleReedTrader/status/1828086494097273166)  2024-08-26T15:05Z [--] followers, [---] engagements


"The CEO of $FOUR is scheduled to go into space tomorrow on an all-civilian mission. I love the company and have a big position but it's a large and unnecessary risk for the the company that shows some poor judgment by the CEO. Hedged my shares just in case"  
[X Link](https://x.com/KyleReedTrader/status/1828163193480585450)  2024-08-26T20:10Z [--] followers, [---] engagements


"Over the past [--] years $ARKK has lost 68% while $QQQ has returned 29%. Cathy Wood has made millions for herself while losing significant money for shareholders"  
[X Link](https://x.com/KyleReedTrader/status/1829888938388935030)  2024-08-31T14:28Z [--] followers, [--] engagements


"$PLTR added to the SP500 today. Up 8% premarket. Valuation is beyond insane. Something like 75X NTM earnings. That works when a company is growing rapidly. PLTR is not. Revenue is growing in the low 20% range. Not interested anywhere near these prices"  
[X Link](https://x.com/KyleReedTrader/status/1833125188931621270)  2024-09-09T12:47Z [--] followers, [---] engagements


"Don't know these guys but I think they're right. If $SMCI files the 10K with no material changes to announced earnings and affirm guidance then this stock is WAY undervalued. I have a 6% position in SMCI. We are long Super Micro Computer $SMCI for the foreseeable future. Our analysis suggests that the risk-to-reward ratio and valuation are highly favorable for the stock at this time. As far as the accounting goes we believe that Hindenburg missed the mark as the quantitative We are long Super Micro Computer $SMCI for the foreseeable future. Our analysis suggests that the risk-to-reward ratio"  
[X Link](https://x.com/KyleReedTrader/status/1833194474216034330)  2024-09-09T17:23Z [--] followers, [----] engagements


"Just saw that BoA just raised their $PLTR price target to $50 which would be a 100X multiple on [----] earnings. Sure that's a totally reasonable valuation for a company growing 20% a year. Clowns"  
[X Link](https://x.com/KyleReedTrader/status/1833487047690011125)  2024-09-10T12:45Z [---] followers, [---] engagements


"Tomorrow is $FOUR CEO Jared Isaacman's spacewalk - the riskiest part of the inherently risky mission. My shares are 100% hedged. I am not taking one penny of risk for Jared's hobby. I'll unhedge as soon as he is back safely on earth"  
[X Link](https://x.com/KyleReedTrader/status/1833881998156300501)  2024-09-11T14:55Z [--] followers, [---] engagements


"$FOUR CEO Jared Isaacman successfully completed his spacewalk. He's back in the Dragon cabin with the hatch closed. Everything appears to have gone well. Holding my hedges until he's back safely on Earth"  
[X Link](https://x.com/KyleReedTrader/status/1834247036356432262)  2024-09-12T15:05Z [--] followers, [---] engagements


"Can someone explain to me why $ISRG is trading at 70X forward earnings when analysts are expecting 15% earnings growth for the next few years How does that make any sense"  
[X Link](https://x.com/KyleReedTrader/status/1834337307903578225)  2024-09-12T21:04Z [--] followers, [---] engagements


"Jared is safely back on Earth Puts come off tomorrow. I'll lose money on them but it was a smart hedge because if disaster struck $FOUR would have been down double digits. $FOUR CEO Jared Isaacman successfully completed his spacewalk. He's back in the Dragon cabin with the hatch closed. Everything appears to have gone well. Holding my hedges until he's back safely on Earth. $FOUR CEO Jared Isaacman successfully completed his spacewalk. He's back in the Dragon cabin with the hatch closed. Everything appears to have gone well. Holding my hedges until he's back safely on Earth"  
[X Link](https://x.com/KyleReedTrader/status/1835471091365552225)  2024-09-16T00:09Z [--] followers, [---] engagements


"I hope $SMCI files its 10K soon. The delay is really putting a lid on the shares. I'm not selling because the latest info is that the CEO said they don't expect any material changes to [----] numbers but the market wants certainty"  
[X Link](https://x.com/anyuser/status/1835758669876584875)  2024-09-16T19:12Z [---] followers, [----] engagements


"Sold out of $SMCI. The 10K was a small red flag. But the DOJ investigation puts a cloud over the stock for the foreseeable future. Taking a loss but I rode the stock from the 200s to [----] earlier so overall it's been a huge winner for the portfolio this year"  
[X Link](https://x.com/KyleReedTrader/status/1839330031929303334)  2024-09-26T15:43Z [--] followers, [---] engagements


"Anyone have a compelling reason why $AXON should be trading at 80X NTM earnings when they are projected to grow at around 20% a year I don't like shorting on valuation alone but if there are any catalysts for a market pullback this one could get whacked hard"  
[X Link](https://x.com/KyleReedTrader/status/1841521259332485402)  2024-10-02T16:50Z [--] followers, [---] engagements


"Some of the names I'm short.$CAVA $WING $ROKU $PLTR. It' snot always easy shorting stocks but companies like these are extremely expensive. Every last bit of growth is already priced in and anything other than perfect execution could cause a big tumble"  
[X Link](https://x.com/KyleReedTrader/status/1844473695663948188)  2024-10-10T20:22Z [--] followers, [---] engagements


"$PLTR is a good example of why you don't short based on valuation alone. At $35 it was wildly overvalued - 90X NTM earnings with expected growth of 20%. Today' it's almost 30% higher at 44"  
[X Link](https://x.com/KyleReedTrader/status/1844741566125986062)  2024-10-11T14:07Z [--] followers, [--] engagements


"$TDW is stupid cheap here. 9.2X NTM EPS while analysts expect EPS to triple by [----]. It's a smaller position in my core portfolio (around 3.5%) but there is a good chance it gets bigger. I'd be happy to take it to 5% at these levels"  
[X Link](https://x.com/anyuser/status/1848063995808493704)  2024-10-20T18:09Z [---] followers, [----] engagements


"@EntryLevelInves Like the way you think"  
[X Link](https://x.com/KyleReedTrader/status/1848147154122018891)  2024-10-20T23:39Z [---] followers, [---] engagements


"Been doing some trims to $APP as it climbs and adding to $TMDX as it pulls back. Both are great stories over the next 2-4 years but smart to take some profits along the way. $TMDX back to being my biggest position near 10%"  
[X Link](https://x.com/KyleReedTrader/status/1848431818053394769)  2024-10-21T18:31Z [--] followers, [----] engagements


"As expected $TMDX is back to being #1 (by size) in the portfolio followed closely by $APP & $ASPN. Running some numbers to see how much upside could be left in $APP but trimming due to the monster run (up 1700% since the [----] lows & about 167% since the summer pullback lows. Been doing some trims to $APP as it climbs and adding to $TMDX as it pulls back. Both are great stories over the next 2-4 years but smart to take some profits along the way. $TMDX back to being my biggest position near 10%. Been doing some trims to $APP as it climbs and adding to $TMDX as it pulls back. Both are great"  
[X Link](https://x.com/KyleReedTrader/status/1848777455399469318)  2024-10-22T17:24Z [--] followers, [----] engagements


"Started a small teaser (0.5%) position in $PTON. I said I wouldn't until their financials were in better shape but I like the way its been trading. The small position keeps it on my radar. More updates to follow"  
[X Link](https://x.com/KyleReedTrader/status/1848781698097680681)  2024-10-22T17:41Z [--] followers, [---] engagements


"Day got ugly pretty quickly. Helped by my hedges and shorts but there's no hiding when the market sells off like this. Just have to trust your analysis and buy on weakness where it makes sense (e.g. $TMDX under $120). Portfolio is 140% long 90% short - net=50% exposure"  
[X Link](https://x.com/KyleReedTrader/status/1849147371956875362)  2024-10-23T17:54Z [---] followers, [---] engagements


"Adds today: $TMDX $HIMS $CCJ $ASPN Not a lot of trimming. Just a few shares of $APP this morning when it rallied. Probably done for the day"  
[X Link](https://x.com/KyleReedTrader/status/1849148173564227605)  2024-10-23T17:57Z [---] followers, [----] engagements


"@JibeSetSpike @EntryLevelInves The last earnings call said day rates were up slightly to $21130 per day in Q2 [----] from $19563 per day in Q1 2024"  
[X Link](https://x.com/KyleReedTrader/status/1850147144046350621)  2024-10-26T12:07Z [---] followers, [--] engagements


"Basically flat today. A promising morning faded away. $PTON gave back a big chunk of its post-earnings gains. $TMDX and $ASPN ended green but well off the day's highs. Was nice to see AMZN hold its gains from the earnings beat. Have a great weekend all"  
[X Link](https://x.com/KyleReedTrader/status/1852442159787458789)  2024-11-01T20:06Z [--] followers, [---] engagements


"Hopefully we've seen the bottom in $TMDX"  
[X Link](https://x.com/KyleReedTrader/status/1861876180959301792)  2024-11-27T20:54Z [--] followers, [---] engagements


"@EntryLevelInves @thestockeffect @JibeSetSpike My time horizon is measured in years not days. I've been adding to $TDW on the way down. There is always a chance they don't execute but if they meet expectations there is a lot of upside here. 10X earnings with EPS expected to grow by 70% over the next few years That's cheap"  
[X Link](https://x.com/KyleReedTrader/status/1864719438215291138)  2024-12-05T17:12Z [---] followers, [---] engagements


"$APP is just a beast. Makes hanging on to $TMDX a little easier"  
[X Link](https://x.com/KyleReedTrader/status/1865074851712512237)  2024-12-06T16:44Z [--] followers, [---] engagements


"Big day for $TDW - up 12% on the day today. It's about time. Cheap stocks don't stay cheap forever. Still trading at 4X EBITDA with EBITDA expected to grow 33% annually over the next few years"  
[X Link](https://x.com/KyleReedTrader/status/1869093948284932177)  2024-12-17T18:54Z [---] followers, [---] engagements


"$TDW finally showing some nice action. Maybe a bottom is in. It's just way too cheap down here. My avg cost is near [--] and I'm happy to hold it for a few years as long as the oil market holds up"  
[X Link](https://x.com/KyleReedTrader/status/1873765715112812763)  2024-12-30T16:18Z [---] followers, [---] engagements


"@MMMTwealth I would love to see a Q4 beat and a raise for [----] guidance. I think they can do $525-550MM in revenue in [----]. I'd like to see [---] or higher on the shares by year's end"  
[X Link](https://x.com/KyleReedTrader/status/1875260433671835973)  2025-01-03T19:18Z [--] followers, [--] engagements


"$TDW continues to show nice strength. It's closed over the 50EMA and the next target is the gap fill and the 100ema. On a fundamental basis the stock is still too cheap. If oil keeps rising this could be a nice one to watch"  
[X Link](https://x.com/KyleReedTrader/status/1875261585683583058)  2025-01-03T19:22Z [---] followers, [---] engagements


"@MMMTwealth I like them all except LMND. Profitability is still several years away - and that's if other companies don't implement and execute AI in their underwriting more effectively during that time. I think it's a bit early. Hard to even model"  
[X Link](https://x.com/KyleReedTrader/status/1875966316114591815)  2025-01-05T18:03Z [--] followers, [---] engagements


"If you're selling $TMDX on this garbage short report you really need to look in the mirror and ask yourself if you're cut out for investing"  
[X Link](https://x.com/anyuser/status/1877729370820821483)  2025-01-10T14:49Z [---] followers, 12K engagements


"$TMDX closing at the highs and recovering most of the the mornings sell-off is encouraging. That short report was nonsense. I'll be watching the CEO present to the JP Morgan Healthcare Conference on Monday - hope he confirms/raises Q4 or [----] estimates"  
[X Link](https://x.com/anyuser/status/1877826592811929636)  2025-01-10T21:15Z [---] followers, [----] engagements


"The presentation went very well and $TMDX is up after hours. The CEO hinted at a Q4 revenue beat. Wouldn't surprise me at all. I still think $TMDX finishes [----] in the $125-140 range. Don't forget that Walid is presenting for $TMDX at the JP Morgan Healthcare conference on Monday. Wouldn't want to be short going into that event. https://t.co/D0nQiRQ03i Don't forget that Walid is presenting for $TMDX at the JP Morgan Healthcare conference on Monday. Wouldn't want to be short going into that event. https://t.co/D0nQiRQ03i"  
[X Link](https://x.com/anyuser/status/1878983557651255543)  2025-01-14T01:52Z [---] followers, [----] engagements


"@traderjoe2869 Not sure why that would be the case. They have done a fantastic job executing their strategy. This is one of the best risk/reward opportunities in the market right now"  
[X Link](https://x.com/KyleReedTrader/status/1882138876061606102)  2025-01-22T18:50Z [---] followers, [---] engagements


"Anyone else having trouble with Google Finance not recognizing ticker symbol $XYZ (Block Inc. formerly $SQ) Weird"  
[X Link](https://x.com/KyleReedTrader/status/1884361326287261778)  2025-01-28T22:02Z [---] followers, [---] engagements


"The $DECK selloff today is a big overreaction. I'm starting a 1% position at 180ish. Will increase it if it continues down. Raising guidance even if slightly less than hoped for does not deserve a 20% drop in the shares. Not super cheap but reasonable enough to start buying"  
[X Link](https://x.com/KyleReedTrader/status/1885428364720177302)  2025-01-31T20:42Z [---] followers, [---] engagements


"Cathy Wood has made a fortune for herself being very bad at investing. Her flagship $ARKK fund has a [--] year return of $13.38% vs. 95% for $SPY and 135% for $QQQ"  
[X Link](https://x.com/KyleReedTrader/status/1888971597270090124)  2025-02-10T15:21Z [---] followers, [---] engagements


"Someone give me the bull case for $OSCR. Valuation looks reasonable but what is the growth potential here They sell health insurance. Where's the moat"  
[X Link](https://x.com/KyleReedTrader/status/1889026824031850898)  2025-02-10T19:01Z [---] followers, [---] engagements


"$ASPN down 34% AH on weak Q1 guidance and plans to stop building the second factory in Georgia. Disappointing release for sure but this seems like an overreaction"  
[X Link](https://x.com/anyuser/status/1889795650151199216)  2025-02-12T21:56Z [---] followers, [----] engagements


"I wish @Jack Dorsey would do the right thing for shareholders and step aside at $XYZ. The company needs a competent capable CEO. Dorsey would be much better suited in the CHairman's role"  
[X Link](https://x.com/anyuser/status/1894418585864286625)  2025-02-25T16:06Z [---] followers, [----] engagements


"The $TMDX earnings report was excellent. I'm actually the shares aren't higher in after-hours trading but I think we will see them move up over the next few weeks. Huge short interest and no real reason to be short anymore. $TMDX JUST REPORTED EARNINGS *Q4 REVENUE $ 121.6M EST. $109.49M (BEAT ✅) 🚀 *FY24 REVENUE 441.5$ M EST $430M(BEAT ✅) 🚀 *Q4 EPS 0.19$ EST. $0.15(BEAT ✅)🚀 *FY25 GUIDANCE REVENUE $530 to $552M EST. $520M (BEAT ✅)🚀 https://t.co/RuNtEZqqgz $TMDX JUST REPORTED EARNINGS *Q4 REVENUE $ 121.6M EST. $109.49M (BEAT ✅) 🚀 *FY24 REVENUE 441.5$ M EST $430M(BEAT ✅) 🚀 *Q4 EPS 0.19$"  
[X Link](https://x.com/anyuser/status/1895310404005613590)  2025-02-28T03:09Z [---] followers, [----] engagements


"$TDW is a pain. Sure it's not a big grower but it throws off cash and is buying back stock. Cheap by any measure. It deserves more love than the market is giving"  
[X Link](https://x.com/KyleReedTrader/status/1895501643795628295)  2025-02-28T15:49Z [---] followers, [---] engagements


"Markets never stop surprising me. Still it is baffling to me who is selling $TMDX down here especially after the earnings report and continued strong flight data. My timeframe is years so I'm happy to wait and let the story play out"  
[X Link](https://x.com/anyuser/status/1897680135395914232)  2025-03-06T16:06Z [---] followers, [----] engagements


"Sold out of my $APP from the mid $350s up to just over $500. Started a new position today at $277. Much smaller than the original position because there is a lot more market risk now. Willing to add if it goes lower"  
[X Link](https://x.com/KyleReedTrader/status/1897703791782183120)  2025-03-06T17:40Z [---] followers, [---] engagements


"Flight data points to a great quarter (beat and raise) but the market doesn't seem to care. $TMDX still hovering around $70. Guess the bulls ave to wait a couple more months. $TMDX [---] flights in last [--] days March continues to above [--] average. Very much likely to close at 21-22% more flights QOQ. https://t.co/XOfm5jvZzV $TMDX [---] flights in last [--] days March continues to above [--] average. Very much likely to close at 21-22% more flights QOQ. https://t.co/XOfm5jvZzV"  
[X Link](https://x.com/anyuser/status/1904184657618391215)  2025-03-24T14:52Z [---] followers, [---] engagements


"When the market pays no attention to publicly available information it makes me wonder why. $TMDX should be much higher but it's not. The bears have the flight data and still aren't buying. What is out there that the bulls aren't seeing $TMDX [---] flights in last [--] days March continues to above [--] average. Very much likely to close at 21-22% more flights QOQ. https://t.co/XOfm5jvZzV $TMDX [---] flights in last [--] days March continues to above [--] average. Very much likely to close at 21-22% more flights QOQ. https://t.co/XOfm5jvZzV"  
[X Link](https://x.com/anyuser/status/1904185756387598424)  2025-03-24T14:57Z [---] followers, [----] engagements


"Lots of adds today. $TMDX $AMD $SOFI $NU $TEM $HIMS $DKNG $FOUR $ALAB $AMZN and a couple others. Not sure if this is the bottom but I like the price action going into the afternoon"  
[X Link](https://x.com/KyleReedTrader/status/1906746813320761516)  2025-03-31T16:34Z [---] followers, [---] engagements


"Oil down another 7% premarket. Seems like the market is starting to price in a recession"  
[X Link](https://x.com/KyleReedTrader/status/1908144852241404241)  2025-04-04T13:09Z [---] followers, [--] engagements


"Nice to see $TMDX go green in the last couple of minutes of the day - up almost 5% from the morning lows. The stock has been a stellar performer the past couple of weeks. Looking for $90-100 by the time they report Q1 earnings.and it that goes well we could see a huge move"  
[X Link](https://x.com/anyuser/status/1912234696341086521)  2025-04-15T20:00Z [---] followers, [----] engagements


"Congratulations to @Jack Dorsey for cutting the value of $XYZ in half. The company that paid $29 billion for Afterpay in [----] is now has a market cap less than $29 billion. Solid job Jack"  
[X Link](https://x.com/KyleReedTrader/status/1918297217758122101)  2025-05-02T13:31Z [---] followers, [---] engagements


"The SP500 is back to where it was on April [--] the day Trump's tariffs were announced. The 15% drop was completely erased by an 18% bounce from the lows"  
[X Link](https://x.com/KyleReedTrader/status/1918436256943325538)  2025-05-02T22:43Z [---] followers, [---] engagements


"$XYZ looks cheap here but how can anyone trust @jack to lead this company to growth He's been a disaster of a CEO so far. Hard to buy while he's at the helm"  
[X Link](https://x.com/anyuser/status/1919404042972799479)  2025-05-05T14:49Z [---] followers, [---] engagements


"@Ashton_1nvests $AMD is up there. I still think $APP and $TMDX have a lot of room to run. Also $ASPN at these prices has nearly all the risk removed"  
[X Link](https://x.com/KyleReedTrader/status/1921234988860641335)  2025-05-10T16:04Z [---] followers, [---] engagements


"Still hard to believe $TMDX was trading in the 50s not too long ago. Still undervalued based on the daily flight data. 2nd quarter should be another beat. New ATHs by the end of the year"  
[X Link](https://x.com/anyuser/status/1928818694458683740)  2025-05-31T14:19Z [---] followers, [---] engagements


"@RealMattMoney If you want income what makes more sense.a stock that pays 12% but can go down 80% in a market decline.or a US Treasury money market paying 4.25% with negligible market risk"  
[X Link](https://x.com/KyleReedTrader/status/1929347461711122736)  2025-06-02T01:20Z [---] followers, [--] engagements


"How is $ARKK up 6.5% when none of its top holdings are up that much"  
[X Link](https://x.com/KyleReedTrader/status/1930991825608736778)  2025-06-06T14:15Z [---] followers, [---] engagements


"Baffled by the decision not to make any changes in the SP500. $APP has $140B market cap. $HOOD is $65B. $CVNA is $70B. But they decided to keep $ENPH ($6B) and $CMA ($7B). Makes zero sense. It's out of touch with the current market"  
[X Link](https://x.com/KyleReedTrader/status/1931152165923664226)  2025-06-07T00:52Z [---] followers, [----] engagements


"@JayApted $APP has higher revs than both $ENPH and $CMA. They are growing quickly and are more representative of the economy than a stagnant regional bank or a dying solar company. $BAH would be better than either of those companies too"  
[X Link](https://x.com/KyleReedTrader/status/1931167300050383043)  2025-06-07T01:52Z [---] followers, [---] engagements


"Reducing my position in $NU by half. It is still quite undervalued and the business is performing very well. I just don't know that the street will ever fully value them because they are located in Brazil. May keep a risk discount permanently attached"  
[X Link](https://x.com/KyleReedTrader/status/1932156062167334948)  2025-06-09T19:21Z [---] followers, [---] engagements


"$HIMS is why you don't go "all in" on one stock. I have been trimming on the way up and have about 25% of my original position left. Small adds today but nothing aggressive. I'll get excited in the mid 30s and look to buy back a lot of the shares I sold much higher"  
[X Link](https://x.com/KyleReedTrader/status/1937238146757902591)  2025-06-23T19:55Z [---] followers, [---] engagements


"@Kross_Roads @Ashton_1nvests $PYPL I don't get this one. Growing revs in the single digits. Earnings not by much more. Trading at 10X EBITDA which seems fully valued. Don't get the bull case for a 5X by 2030"  
[X Link](https://x.com/KyleReedTrader/status/1944437421036257743)  2025-07-13T16:43Z [---] followers, [--] engagements


"I like $LMND and think they have potential but I also think there is significant execution risk. I had a 3% position with an avg cost of $27. I sold out at $42. I will look to rebuild in the low-mid 30s. Will always trade in and out. Not ready for a buy and HODL on this one"  
[X Link](https://x.com/KyleReedTrader/status/1944447842774352008)  2025-07-13T17:24Z [---] followers, [---] engagements


"@jeni25_4 I've been a professional investor and trader for almost [--] years"  
[X Link](https://x.com/KyleReedTrader/status/1944568962253004930)  2025-07-14T01:25Z [---] followers, [--] engagements


"$RKLB is a pretty cool company. I just have no idea how to model it or predict its earnings out into the future. I have a small position (2.5%) and unless I can get some clarity on future cash flows it will remain a small position"  
[X Link](https://x.com/KyleReedTrader/status/1944866096533643406)  2025-07-14T21:06Z [---] followers, [---] engagements


"$AXON is down 12% from its highs and is still so absurdly overvalued at 82X NTM EBITDA. I have a 1.5% short position"  
[X Link](https://x.com/KyleReedTrader/status/1945492166307971397)  2025-07-16T14:34Z [---] followers, [--] engagements


"This is my best year ever for 100% gainers. $RKLB $TMDX $NBIS $HOOD $HIMS $CRWV $MP Disciplined buying is the key"  
[X Link](https://x.com/KyleReedTrader/status/1945496923571372345)  2025-07-16T14:53Z [---] followers, [---] engagements


"If I could reliably model $RKLB it would be a bigger position but it is so hard to predict their performance. I researched $RKLB at $4 and passed. It would have been a 10x for me. It all comes down to: I have to trust their engineering team would deliver and I have no way to really know if that would be the case. Can their engineering team make bigger rockets succeed I have no idea. I researched $RKLB at $4 and passed. It would have been a 10x for me. It all comes down to: I have to trust their engineering team would deliver and I have no way to really know if that would be the case. Can"  
[X Link](https://x.com/KyleReedTrader/status/1945498208920015200)  2025-07-16T14:58Z [---] followers, [---] engagements


"@POLR_Investing I'm modeling $165-170MM revenue but should still be enough for a beat and raise"  
[X Link](https://x.com/KyleReedTrader/status/1945507868054007833)  2025-07-16T15:36Z [---] followers, [---] engagements


"$HOOD is no longer cheap. I've been trimming aggressively over $100. Have 10% of my original position left (avg cost basis: $32.07). Will rebuild on a 30% pullback or reevaluate after Q2 earnings"  
[X Link](https://x.com/KyleReedTrader/status/1945582331466506551)  2025-07-16T20:32Z [---] followers, [--] engagements


"Lucky timing. Opened a small (1.5%) position in $APLD yesterday because I thought it looked cheap and I liked what I was reading in the earnings call transcripts. It's up 10% today"  
[X Link](https://x.com/KyleReedTrader/status/1945864060634857833)  2025-07-17T15:11Z [---] followers, [---] engagements


"@icecube2000000 It's free if you book a launch with them"  
[X Link](https://x.com/KyleReedTrader/status/1945885596322349384)  2025-07-17T16:37Z [---] followers, [--] engagements


"$ARKK up 100% from the April lows"  
[X Link](https://x.com/KyleReedTrader/status/1945930990863487398)  2025-07-17T19:37Z [---] followers, [--] engagements


"Been looking at $ASPN. Estimates are low. Well below guidance from the Q1 earnings call. If those estimates are accurate it's still not cheap. Thinking I'll wait until after Q2 earnings to se if the business is improving. May need a couple more quarters to get back on track"  
[X Link](https://x.com/KyleReedTrader/status/1946299702116302878)  2025-07-18T20:03Z [---] followers, [---] engagements


"$ASPN up 100% from the April lows. Curious to hear their Q2 report"  
[X Link](https://x.com/KyleReedTrader/status/1948038558738182486)  2025-07-23T15:12Z [---] followers, [---] engagements


"@peyton18mann Hope so.but it's not a given. They had a lot of issues to work through and we don't know yet if GM (their biggest customer) has gone through its inventory and is ordering from $ASPN again"  
[X Link](https://x.com/KyleReedTrader/status/1949578263551992009)  2025-07-27T21:10Z [---] followers, [---] engagements


"Also started a 1% position in $RKT. Reclaimed the 20d has a cheap valuation (20XNTM EBITDA while growing EBITDA at 60% per year) and will get soom boost from upcoming rate cuts). Will go up to 2.5% on pullbacks"  
[X Link](https://x.com/KyleReedTrader/status/1949910486364893663)  2025-07-28T19:11Z [---] followers, [---] engagements


"For those who don't know me I run a long/short leveraged portfolio of growth stocks that I believe can compound at a minimum of 40-50% per year over the next few years. My largest position is about 28% and my smallest is under 1%. I have core positions I hold for years and trades that I hold for days to months. I never go "all in" on one stock and rarely let my net exposure go above 80% overnight. I hedge with index and single stock shorts"  
[X Link](https://x.com/KyleReedTrader/status/1949918231969357990)  2025-07-28T19:41Z [---] followers, [--] engagements


"$CRWV just ducked under the VWAP from its IPO. The arbitrage spread in the $CORZ acquisition is just about gone. Might do a swing trade here if it bounces off the VWAP. Problem is the lockup expires in September and the stock is still almost 200% above the IPO price. They also appear to have a lot of debt compared to cash on the balance sheet so it would make sense for them to do a bigger follow-on offering when the lockup expires if the price stays high"  
[X Link](https://x.com/KyleReedTrader/status/1949921701187477581)  2025-07-28T19:55Z [---] followers, [---] engagements


"If there is stock you will buy at any price you are not an investor. You are a meme. The one stock Ill buy at any price $HOOD. Theyre not just in the game - theyre rewriting the rules. Quietly becoming the Amazon of finance. 📈 Bet on winners. Bet on category leaders. This isnt a trade. Its a bloodline retirement plan. The one stock Ill buy at any price $HOOD. Theyre not just in the game - theyre rewriting the rules. Quietly becoming the Amazon of finance. 📈 Bet on winners. Bet on category leaders. This isnt a trade. Its a bloodline retirement plan"  
[X Link](https://x.com/KyleReedTrader/status/1949922294144590087)  2025-07-28T19:57Z [---] followers, [---] engagements


"@Ashton_1nvests Short $PLTR and $SNOW"  
[X Link](https://x.com/KyleReedTrader/status/1949955214728921175)  2025-07-28T22:08Z [---] followers, [---] engagements


"At this valuation I'd rather sell ATM covered calls. Sold [--] $HOOD $121 Covered Calls expiring 8/1 for $2752.86 total. Easy money. 🧠 Heres the breakdown: [--] The Setup Each call is backed by [---] shares so I used [----] shares as collateral. I collected $1.02 per contract locking in $2.7K in instant income. [--] The Bet Im https://t.co/c4l4CeRmDB Sold [--] $HOOD $121 Covered Calls expiring 8/1 for $2752.86 total. Easy money. 🧠 Heres the breakdown: [--] The Setup Each call is backed by [---] shares so I used [----] shares as collateral. I collected $1.02 per contract locking in $2.7K in instant income. [--] The"  
[X Link](https://x.com/anyuser/status/1949970811420303671)  2025-07-28T23:10Z [---] followers, [----] engagements


"Big fade from $SOFI off the highs. Typical price action for this name for some reason. Good numbers and increased guidance so I'm not worried. I'll be willing to add on pullbacks. Still plenty of upside based on the new guidance"  
[X Link](https://x.com/KyleReedTrader/status/1950258840974610933)  2025-07-29T18:15Z [---] followers, [---] engagements


"35% YoY would mean $596MM in revs. $143.54MM plus lets say $165MM in Q2 means they only have to do $287 in H2. They look to be be around [---] flights in July which extrapolates to around $140-145MM for Q3. Q4 is usually stronger than Q3 so they shouldn't have a problem getting to 35%. The question is whether Waleed wants to promise it by raising guidance or if he wants to be more conservative - maybe guiding to 32.5% now and then 35% after Q3. We'll know soon"  
[X Link](https://x.com/KyleReedTrader/status/1950278479121174836)  2025-07-29T19:33Z [---] followers, [--] engagements


"Not sure why $SOFI always fades so hard but it is definitely becoming predictable. I'd have a much larger position if this company had more respect from Wall St"  
[X Link](https://x.com/KyleReedTrader/status/1950289078156493118)  2025-07-29T20:15Z [---] followers, [---] engagements


"This is a very cool company and I am keeping an eye on them for sure. But I have yet to see anyone - Wall Street to Twitter - who can accurately model this company over the next few years. I put this one in the wait and see category. I have a small (0.25%) position just to keep it on the radar. I am just so fucking bullish on $ASTS 🚀 Direct-to-Cell. Broadband. MONOPOLY. The market is vast and the use cases are undeniable. Heading into launch season I think this name makes it's way into the lexicon of the masses. We are ending [----] with triple digits IMO NFA. https://t.co/UDKPhsyOj4 I am just"  
[X Link](https://x.com/KyleReedTrader/status/1950317187983409201)  2025-07-29T22:07Z [---] followers, [---] engagements


"Seems like $SOFI does this every time. No love from the street. Can someone explain to me like Im [--] years old as to why $SOFI is selling off after a triple beat on their earnings today 👀 https://t.co/7dCUc1Cp5h Can someone explain to me like Im [--] years old as to why $SOFI is selling off after a triple beat on their earnings today 👀 https://t.co/7dCUc1Cp5h"  
[X Link](https://x.com/KyleReedTrader/status/1950346339050455089)  2025-07-30T00:02Z [---] followers, [----] engagements


"$TMDX is trading under 6x NTM sales. For the incredible growth its shown it should be trading closer to 8-10X sales. If they do 35% YoY rev growth this year they'll do $596MM in sales ( I think it will be closer to $615MM but let's be conservative.) At 9X sales their valuation would be $5.364 Billion. They have [-----] million shares outstanding so that would suggest a price of $158 per share. That where I'm looking for them to go in the next few months"  
[X Link](https://x.com/anyuser/status/1950380024072224821)  2025-07-30T02:16Z [---] followers, [----] engagements


"Compare $TMDX to $PRCT. PRCT is growing a little faster but is still not profitable. They are trading at more than 8.5x sales. TMDX is growing revs 30-40% a year and is very profitable. They trade at less than 6x sales. Curious what it will take for TMDX to get rerated to a better sales multiple"  
[X Link](https://x.com/anyuser/status/1950574845084741862)  2025-07-30T15:10Z [---] followers, [----] engagements


"$ASPN back over $8. They report Aug [--]. I'll be looking to see if they have gotten the business back on track after a terrible Q1. I harvested a big tax loss on my position. Then I bought in the $4s but mostly sold those shares from $6 to $8. Now I have a small position and I'm waiting to see how the business is performing. A lot of it is out of their hands. They need their largest customer (GM) to work through EV inventory issues and start ordering from them again. EV sales have improved this year for GM but not sure if its enough to affect Q2 for ASPN. This is a case where I want to wait to"  
[X Link](https://x.com/anyuser/status/1950580933373153331)  2025-07-30T15:35Z [---] followers, [----] engagements


"The seasonality is normal and they talked about it in the Q1 call. They service a lot of their planes in the back half of the year. We don't have access to data on the use of charter flights they use to make up for grounded company planes so it's a bit of a wildcard there. But even with the slow start to Q3 in the flight data they are still on track to do at least $600MM rev for the year"  
[X Link](https://x.com/KyleReedTrader/status/1950588966836515205)  2025-07-30T16:07Z [---] followers, [--] engagements


"$CORZ is now trading above its implied value in the acquisition by $CRWV which is now down about 35% since it announced the deal"  
[X Link](https://x.com/KyleReedTrader/status/1950601250883416391)  2025-07-30T16:55Z [---] followers, [---] engagements


"$TMDX 157.4MM Rev $0.92 EPS. Raises Guidance to 585-605 - that's 35% YoY growth. Solid beat even if everyone here was thinking revs in the mid 160s"  
[X Link](https://x.com/anyuser/status/1950651185951637780)  2025-07-30T20:14Z [---] followers, [----] engagements


"$TMDX achieved net income margins of 22% vs the estimates of 11.5%. That's phenomenal. They more than doubled the street's EPS estimates"  
[X Link](https://x.com/anyuser/status/1950651938757841052)  2025-07-30T20:17Z [---] followers, [----] engagements


"Here's why $TMDX crushed the earnings estimates. Increased revs by 38% while keeping a lid on operating expenses (up 5%). That's insane"  
[X Link](https://x.com/anyuser/status/1950652618772001152)  2025-07-30T20:20Z [---] followers, 11.2K engagements


"Bought a little more $TMDX at [---] on the report. It's now a 29.75% position. By far the largest in my portfolio"  
[X Link](https://x.com/anyuser/status/1950652966991716367)  2025-07-30T20:21Z [---] followers, [----] engagements


"And $TMDX also announced the approval to begin their Next Gen OCS lung trials"  
[X Link](https://x.com/KyleReedTrader/status/1950653156549087252)  2025-07-30T20:22Z [---] followers, [---] engagements


"Not much to dislike in the $TMDX report. Going to listen to the call but they are firing on all cylinders. Was expecting 165MM revs vs their 157.4MM but predicting them is always an imprecise endeavor because we are extrapolating from a limited set of flight and transplant data. But I don't know anyone (me included) who was thinking they'd hit $0.92 EPS. I was looking for $0.63 vs the [--] cent street estimates. Shares up 8% on the news. I think it will go higher tomorrow"  
[X Link](https://x.com/anyuser/status/1950653834071511202)  2025-07-30T20:24Z [---] followers, [----] engagements


"Good night all. Congrats to the $TMDX holders. Good tings are ahead"  
[X Link](https://x.com/anyuser/status/1950670278536646804)  2025-07-30T21:30Z [---] followers, [---] engagements


"$TMDX ran into the 140s on the strength of the Q1 report. This Q2 report is even better. Things are looking very good"  
[X Link](https://x.com/anyuser/status/1950674084351906224)  2025-07-30T21:45Z [---] followers, [----] engagements


"@meeijer $TMDX and $APP"  
[X Link](https://x.com/KyleReedTrader/status/1950705330226069514)  2025-07-30T23:49Z [---] followers, [---] engagements


"I just looked at the street estimates for $TMDX. Analysts were looking for $1.79 EPS for full year [----]. In the first [--] quarters TMDX has already done $1.62"  
[X Link](https://x.com/anyuser/status/1950706545018474696)  2025-07-30T23:54Z [---] followers, [----] engagements


"I sold $AMD for a tax loss in April and then forgot to get back in. Oh well. Like I always say: You want to make some dollars. You don't have to make every dollar. Meta $META and Robinhood $HOOD are two of my biggest mistakes of omission although you can't own every stock. If we get a major pullback in any of these names (unlikely but possible) than I am a buyer. I really want to own some Robinhood and have wanted to for a while. Was Meta $META and Robinhood $HOOD are two of my biggest mistakes of omission although you can't own every stock. If we get a major pullback in any of these names"  
[X Link](https://x.com/KyleReedTrader/status/1950707863988428804)  2025-07-30T23:59Z [---] followers, [---] engagements


"@astorer5 For the growth and profitability it has I'd like to see it around 9-10x sales which would be around $140-160. $PRCT is trading at 8x NTM sales. It's growing a bit faster but it's not going to be profitable for another couple of years"  
[X Link](https://x.com/KyleReedTrader/status/1950886085568967131)  2025-07-31T11:47Z [---] followers, [---] engagements


"$RBLX is why I don't hold shorts into earnings without a substantial profit cushion. Glad I closed it yesterday. Valuation is still absurd but valuation doesn't always matter in the short run"  
[X Link](https://x.com/KyleReedTrader/status/1950904799815221615)  2025-07-31T13:02Z [---] followers, [---] engagements


"$CORZ back under it's implied valuation in the $CRWV deal but not mby much. Probably better to just own $CRWV down here after the huge pullback"  
[X Link](https://x.com/KyleReedTrader/status/1950925255066673440)  2025-07-31T14:23Z [---] followers, [---] engagements


"They only sold $1.5 billion in shares. Every institution and hedge fund and Wall Street player wants in and probably got 10% of what they wanted. I'm actually surprised retail Robinhood account holders got any. Me: sign up to buy [----] $FIG shares on IPO @RobinhoodApp: Heres [--]. Pretty ridiculous https://t.co/5bRhucwlbQ Me: sign up to buy [----] $FIG shares on IPO @RobinhoodApp: Heres [--]. Pretty ridiculous https://t.co/5bRhucwlbQ"  
[X Link](https://x.com/KyleReedTrader/status/1950977171184390528)  2025-07-31T17:49Z [---] followers, [---] engagements


"I've never been on a cruise and am not itching to go one one now but if I did I would want a smaller luxury boat like the Ritz or Four Seasons cruises. The idea of being on a floating city with 4-5000 other people whose main goal is get get drunk every day does not sound like my idea of fun. Plus cruise ships always seemed like bacterial and viral incubators to me. Unpopular opinion but I have never had a desire to go on a cruise in my entire life. Convince me why this is an enjoyable thing to do. Unpopular opinion but I have never had a desire to go on a cruise in my entire life. Convince me"  
[X Link](https://x.com/KyleReedTrader/status/1950978518172459510)  2025-07-31T17:55Z [---] followers, [---] engagements


"In addition to $RDDT this afternoon I'll also be watching $RKT. My RDDT position is about 5x bigger but I think RKT is cheap and will do will if interest rates come later this year"  
[X Link](https://x.com/KyleReedTrader/status/1950995346685047220)  2025-07-31T19:01Z [---] followers, [---] engagements


"OK $RDDT.make me a happy guy today. Show me what you're capable of"  
[X Link](https://x.com/KyleReedTrader/status/1951010648466321787)  2025-07-31T20:02Z [---] followers, [----] engagements


"Well I'd say $RDDT was a home run. top and bottom line beats (more like crushes) with big raises for Q3 guidance"  
[X Link](https://x.com/KyleReedTrader/status/1951012794507416037)  2025-07-31T20:11Z [---] followers, [---] engagements


"Good report from $RKT but nothing to get excited about. More or less in line. Shares trading very slightly higher in the post-market"  
[X Link](https://x.com/KyleReedTrader/status/1951014066044162387)  2025-07-31T20:16Z [---] followers, [---] engagements


"Seeing $META $RDDT $AMZN come in strong makes me really want to increase my position in $APP. All signs point to them delivering a phenomenal Q2. Would not be surprised to see them at an ATH in a few months as well"  
[X Link](https://x.com/KyleReedTrader/status/1951017296035717406)  2025-07-31T20:29Z [---] followers, [---] engagements


"@DanSheppard16 Thanks for that. Sometimes it seems like shouting into the aether but I like sharing thoughts and ideas. I get at least as much as I give for sure"  
[X Link](https://x.com/KyleReedTrader/status/1951033023866020276)  2025-07-31T21:31Z [---] followers, [--] engagements


"Always annoying when a crappy market mutes the gains from an incredible earnings report like $TMDX or $RDDT. Just have to have confidence that ultimately the shares will go where they are supposed to go"  
[X Link](https://x.com/anyuser/status/1951263554771771860)  2025-08-01T12:47Z [---] followers, [---] engagements


"Just seems like the amount of material that has to be sent to Mars to bring human civilization there as an alternative to Earth is huge. The cost of each trip and the 8-9 months to make it just makes me think that it's not really an option. Sure we can have a small number of people there but to have a real civilization there I don't know. Only way to make life multiplanetary Only way to make life multiplanetary"  
[X Link](https://x.com/KyleReedTrader/status/1951296128743338106)  2025-08-01T14:57Z [---] followers, [---] engagements


"Made a small add to my $APP position today near the morning lows. Expecting a very solid earnings report. Would not be surprised to see new a new ATH in the shares this year"  
[X Link](https://x.com/KyleReedTrader/status/1951304784981500282)  2025-08-01T15:31Z [---] followers, [---] engagements


"Bill Gates was the richest man in the world for almost [--] years. He held that title as recently as [----]. Now he isn't even in the top ten. Crazy to think about how much wealth has been created in just the past few years. Hopefully you've been able to capture some of it"  
[X Link](https://x.com/KyleReedTrader/status/1951306319828279736)  2025-08-01T15:37Z [---] followers, [--] engagements


"I've had positions in $T and $EPD forever - about 4% and 3% respectively. For some reason I can't let them go. They have great yields especially on my cost basis and I think that provides some comfort as my portfolio is mostly in much more volatile names. But I look at them every day and think I could put the money to much better use. I also think about the taxes I would have to pay if I sold them"  
[X Link](https://x.com/KyleReedTrader/status/1951314438109466838)  2025-08-01T16:09Z [---] followers, [--] engagements


"I've been looking at $GRAB. Valuation looks cheap but it's been trading in a range forever. Not sure what is going to get it to break out. I see this a lot in non-US companies. $NU is another example. Don't be dumb If you want exposure in South East Asia buy $SE over $GRAB any day $SE is the Amazon and $GRAB is Uber You know which market bigger in USA https://t.co/ocNCbrBBWn Don't be dumb If you want exposure in South East Asia buy $SE over $GRAB any day $SE is the Amazon and $GRAB is Uber You know which market bigger in USA https://t.co/ocNCbrBBWn"  
[X Link](https://x.com/KyleReedTrader/status/1951360435292168447)  2025-08-01T19:12Z [---] followers, [---] engagements


"$QQQ and $IWM down mor than 2% but I'm up about 1.5% today thanks to $RDDT $RKT and $TDMX (and some well-placed hedges). Surprised $APP isn't green also but it's time is coming"  
[X Link](https://x.com/KyleReedTrader/status/1951361040391995407)  2025-08-01T19:15Z [---] followers, [---] engagements


"@SandBrandyn $NU has been cheap for a long time. They went through a hyper growth period a couple years ago and the stock moved nicely but now it seems that growth is slowing to more sustainable rates and the stock just doesn't move. I have a small position but haven't been adding to it"  
[X Link](https://x.com/KyleReedTrader/status/1951364561648378305)  2025-08-01T19:29Z [---] followers, [---] engagements


"What's your favorite non-US stock Mine is probably $MELI. It's not expensive here but I'm waiting for a deeper pullback to add. Something under 20x NTM EBITDA would be nice"  
[X Link](https://x.com/KyleReedTrader/status/1951368320386732425)  2025-08-01T19:43Z [---] followers, [---] engagements


"Seems like lots of big fades across my portfolio. Was up 2.1% now up just 1.4%. I'll take it on a day with the markets down near 2% but with $RDDT and $RKT today could have been a really outstanding day"  
[X Link](https://x.com/KyleReedTrader/status/1951369570025095368)  2025-08-01T19:48Z [---] followers, [---] engagements


"DOn't get the $PYPL obsession on X. Growing Revs at 6% a year with mediocre net income margins. What is the bull case here $PYPL Starter position at $67.50 Here and below I will be accumulating a long term permanent position $PYPL Starter position at $67.50 Here and below I will be accumulating a long term permanent position"  
[X Link](https://x.com/KyleReedTrader/status/1951371941299843366)  2025-08-01T19:58Z [---] followers, [---] engagements


"Small adds to $PGY and $APLD today before the bell"  
[X Link](https://x.com/KyleReedTrader/status/1951372420482474489)  2025-08-01T20:00Z [---] followers, [---] engagements


"I'll be watching $SG earnings next week. Valuation is starting to get attractive especially compared to others like $CMG or $SHAK (of course both of these are profitable and growing). CEO spoke of early weakness to start Q2 so I want to hear the report before starting a position. Analyst expectations are actually below management guidance which is usually a red flag for me. But if Q2 comes in strong it could be a good entry point"  
[X Link](https://x.com/KyleReedTrader/status/1951643137769689554)  2025-08-02T13:55Z [---] followers, [---] engagements


"Caution is especially warranted after the $SHAK earnings call last week where they gave a weak outlook for the 2nd half of the year. $CMG also revised guidance downward. So really no hurry to engage"  
[X Link](https://x.com/KyleReedTrader/status/1951669742483255710)  2025-08-02T15:41Z [---] followers, [---] engagements


"I'm looking for $APP $SOFI and maybe $HOOD to get added to the S&P500 this year"  
[X Link](https://x.com/KyleReedTrader/status/1951729311360455012)  2025-08-02T19:38Z [---] followers, [---] engagements


"Highest cash position in over a year. There are lots of warning flags out there. Aug/Sep are historically bad months for the markets. Retail is reporting slowing consumer activity. Tariffs are still an uncertain and potentially chaotic wildcard. $META and $AMZN reported great earnings but the market went red. A lot of stocks are up 100-200% since the April lows. A pullback is healthy. I plan to be taking a little time off keeping up with my research and analysis and looking to buy in the 4th quarter if things are looking good. Until then small opportunistic adds are the name of the game as"  
[X Link](https://x.com/KyleReedTrader/status/1951730101613457732)  2025-08-02T19:41Z [---] followers, [---] engagements


"Haven't done anything today yet. Generally a good day for the portfolio with $TMDX $APP $APLD and $RDDT performing well. Will close out my $PLTR short this afternoon due to earnings"  
[X Link](https://x.com/KyleReedTrader/status/1952384225019134270)  2025-08-04T15:00Z [---] followers, [---] engagements


"Everyone is talking about $UNH but perhaps we should b e looking at $ELV instead. Seems to be outperforming UNH on just about every metric and has a more attractive vauation"  
[X Link](https://x.com/KyleReedTrader/status/1952406002889810258)  2025-08-04T16:27Z [---] followers, [---] engagements


"Everyone is talking about $UNH but perhaps we should be looking at $ELV instead. Seems to be outperforming UNH on just about every metric and has a more attractive valuation"  
[X Link](https://x.com/KyleReedTrader/status/1952412647372046634)  2025-08-04T16:53Z [---] followers, [---] engagements


"This is one of the reasons $LMND has never been a big position for me. The big players have the money to use AI in their own business the same way that LMND does. They may be behind the curve but they are all rapidly moving to become state of the art. I am not convinced that LMND has a durable competitive advantage yet. @Ashton_1nvests $LMND does not really have a model that sets them apart from everyone. All the big players and medium players have access to AI and have way more auto data to use. Be careful on that play @Ashton_1nvests $LMND does not really have a model that sets them apart"  
[X Link](https://x.com/KyleReedTrader/status/1952458266803408912)  2025-08-04T19:55Z [---] followers, [---] engagements


"Did some small trims today - $APLD $HROW $HIMS and $RKT. Will buy the shares back if I get a good opportunity in the next couple of months"  
[X Link](https://x.com/KyleReedTrader/status/1952458679602585856)  2025-08-04T19:56Z [---] followers, [---] engagements


"Ended the day up 3.15% on the strength of $TMDX $APP $RDDT and a couple of others. Not much red on the screen at all today. Now waiting on $HIMS to report.Not much of my position left but I'd love a chance to buy some back lower"  
[X Link](https://x.com/KyleReedTrader/status/1952459421654671776)  2025-08-04T19:59Z [---] followers, [---] engagements


"Mixed bag from $HIMS. Light on revs small beat on earnings. Weak guidance for Q3. This is why you trim shares as valuation becomes less compelling. Great business but price got ahead of itself"  
[X Link](https://x.com/KyleReedTrader/status/1952462814268063992)  2025-08-04T20:13Z [---] followers, [---] engagements


"Back in my $PLTR and $AXON shorts. Earnings reports were good for both but valuation is millions of miles ahead of the fundamentals. I'm not betting against these companies but they are a good hedge against my longs"  
[X Link](https://x.com/KyleReedTrader/status/1952727548422439024)  2025-08-05T13:45Z [---] followers, [---] engagements


"$FOUR posted decent if not great earnings this morning and basically confirmed guidance. Was cheap before the release and I think a 15% drop is way too much. Adding here. The problem is that $FOUR always seems to be cheap. They don't get much love. But in the mid 80s it is a compelling buy"  
[X Link](https://x.com/anyuser/status/1952728616917139628)  2025-08-05T13:49Z [---] followers, [----] engagements


"@brodieinvests1 @Ashton_1nvests They are always posted on the company's Investor Relations webpage"  
[X Link](https://x.com/KyleReedTrader/status/1952782507847373152)  2025-08-05T17:23Z [---] followers, [---] engagements


"I'm seeing some attractive valuations in places but I'm reluctant to commit to a big position in Aug/Sep without a bigger pullback in the overall market. Did adds today on $FOUR $APP an $IREN but kept it very small. Trimmed a little on $RKT and $APLD. Shorted $PLTR and $AXON as hedges. Portfolio is still unlevered and net exposure is under 50%"  
[X Link](https://x.com/KyleReedTrader/status/1952822285573996858)  2025-08-05T20:01Z [---] followers, [---] engagements


"$FOUR is now a 5.1% position. I'f we weren't facing the headwinds of Aug/Sep season I'd probably be a couple points higher"  
[X Link](https://x.com/KyleReedTrader/status/1952841518999654439)  2025-08-05T21:17Z [---] followers, [---] engagements


"$LNTH is getting smoked on an earnings miss and guidance cut. Look how many times they've missed estimates recently. How can anyone have any faith in this management team"  
[X Link](https://x.com/KyleReedTrader/status/1953103321314529548)  2025-08-06T14:38Z [---] followers, [---] engagements


"$UBER for the most part doesn't trade purely on the fundamentals. Like TSLA much of the sentiment around $UBER revolves around current thinking on the robotaxi market that may or may not be taking shape over the next 5-10 years. $UBER Q2 EARNINGS ARE OUT - 180M MAUs +15% - Revenue +18% - Trips +18% - Gross Bookings +17% - Free Cash Flow +44% https://t.co/M4LBzzEwmK $UBER Q2 EARNINGS ARE OUT - 180M MAUs +15% - Revenue +18% - Trips +18% - Gross Bookings +17% - Free Cash Flow +44% https://t.co/M4LBzzEwmK"  
[X Link](https://x.com/KyleReedTrader/status/1953158679752261827)  2025-08-06T18:18Z [---] followers, [---] engagements


"OK. $APP is my biggest position that is reporting today. Looking for good news"  
[X Link](https://x.com/anyuser/status/1953185309312589940)  2025-08-06T20:04Z [---] followers, [----] engagements


"@youngphilo91 The quarter was good news. I'll bet $APP is green tomorrow. Meanwhile got to add some at $337"  
[X Link](https://x.com/anyuser/status/1953187059407241467)  2025-08-06T20:10Z [---] followers, [---] engagements


"$APP had a solid quarter with small beats and raises. No reason for a sell off. I increased my position by about 10% and wouldn't be surprised if APP is green tomorrow"  
[X Link](https://x.com/anyuser/status/1953191044033724751)  2025-08-06T20:26Z [---] followers, [----] engagements


"$ASPN earnings were pretty good.beats on revs and EBITDA raised guidance for the second half. It's possible the stock has bottomed. I'll be looking to add on weakness"  
[X Link](https://x.com/KyleReedTrader/status/1953436183335223623)  2025-08-07T12:40Z [---] followers, [---] engagements


"Who bought the silly dip yesterday afterhours $APP $APP had a solid quarter with small beats and raises. No reason for a sell off. I increased my position by about 10% and wouldn't be surprised if APP is green tomorrow. $APP had a solid quarter with small beats and raises. No reason for a sell off. I increased my position by about 10% and wouldn't be surprised if APP is green tomorrow"  
[X Link](https://x.com/anyuser/status/1953443893099298951)  2025-08-07T13:11Z [---] followers, [----] engagements


"$ELF still not cheap enough for me to take a position especially since they are pulling guidance due to unknown tariff impact. If they don't have clarity yet on their business I don't want to be involved. Good long term story but there's n hurry to enter"  
[X Link](https://x.com/KyleReedTrader/status/1953501272302063678)  2025-08-07T16:59Z [---] followers, [---] engagements


"I increased my $ASPN position slightly today to a 2.1% position. The Q2 call had some good news but it is not clear that they are out of the woods. This is a tough one is the business gets fully back on track and EV sales grow then this one has 5X potential. over the next couple of years. If EV adoption continues to slow (as happened this year) then ASPN is not a compelling play. So I'll sit with a 2.1% position and continue to watch"  
[X Link](https://x.com/KyleReedTrader/status/1953900268103643565)  2025-08-08T19:25Z [---] followers, [---] engagements


"$TMDX CEO Waleed Hassanein bought shares this week worth$1.9MM"  
[X Link](https://x.com/anyuser/status/1953983505924243647)  2025-08-09T00:55Z [---] followers, [----] engagements


"$TTD is still not cheap and not on my buy radar. $APP is still a better play without a doubt"  
[X Link](https://x.com/KyleReedTrader/status/1954690451052622186)  2025-08-10T23:44Z [---] followers, [---] engagements


"The founder and Chairman of $FOUR also made a significant ($16MM) purchase of his company's shares recently. Stock is up about 6% on the news and still cheap. What a day to be a $TMDX shareholder. CEOs big purchase goes to show how much potential this company has and how much management believes in the long term success of the company. There will be drawdowns along the way and thats what makes investing so challenging. Im proud to What a day to be a $TMDX shareholder. CEOs big purchase goes to show how much potential this company has and how much management believes in the long term success"  
[X Link](https://x.com/KyleReedTrader/status/1955260604698013719)  2025-08-12T13:30Z [---] followers, [---] engagements


"New ATH for $RDDT. Up 190% from the April lows"  
[X Link](https://x.com/KyleReedTrader/status/1955657911474237901)  2025-08-13T15:49Z [---] followers, [--] engagements


"I have a combined 8% position in $T and $EPD. Had them for years. Trying to decide if I want to keep them and just let the dividends reinvest for the next [--] years or if I should get rid of them pay the taxes and move the money to my growth portfolio"  
[X Link](https://x.com/KyleReedTrader/status/1955991005687132391)  2025-08-14T13:52Z [---] followers, [---] engagements


"PPI way hotter than expected. Tariff-induced inflation may be coming after all. Maybe Jerome Powell isn't the idiot Trump thinks he is. We'll see if this is a trend or a blip in the data but it makes me feel good about my decision to delever raise cash and hold off on big adds"  
[X Link](https://x.com/KyleReedTrader/status/1956016426126344232)  2025-08-14T15:33Z [---] followers, [---] engagements


"The chances of a September rate cut went from 94% to 92%. Surprised. Would have thought that the very hot PPI number would have taken the odds down more"  
[X Link](https://x.com/KyleReedTrader/status/1956085354328678844)  2025-08-14T20:07Z [---] followers, [--] engagements


"Down about 0.6% today which I consider a victory after the PPI number this morning. With my bigger positions - $TMDX $APP $FOUR - all down it could have been much worse. Hedges did their job and $RDDT and $HROW helped too"  
[X Link](https://x.com/KyleReedTrader/status/1956086814860829174)  2025-08-14T20:13Z [---] followers, [---] engagements


"I've had a moderate-sized position in $NU for a long time. I've seen one solid quarterly report after another.but the stock has never been a big mover. So I'll hang on to my position maybe increase it slightly but I'm not going big with it because the shares never move. The company has been growing its business steadily and eventually the shares will recognize the value but who knows when that will be"  
[X Link](https://x.com/KyleReedTrader/status/1956138095583396246)  2025-08-14T23:37Z [---] followers, [---] engagements


"Portfolio is a mixed bag today. Up about 0.8% overall thanks to $OSCR $FOUR $NU and a few others but hard to really make progress when my biggest position is red ($TMDX)"  
[X Link](https://x.com/KyleReedTrader/status/1956415119086309863)  2025-08-15T17:58Z [---] followers, [---] engagements


"@oguzerkan I have a decent position (4%) but the problem with $NU is that it has been cheap forever. There is a risk premium attached for being based in Brazil that I think keeps the stock from trading at more appropriate multiples"  
[X Link](https://x.com/anyuser/status/1957595892669694048)  2025-08-19T00:10Z [---] followers, [----] engagements


"The market is pricing in an 83.6% chance of a rate cut at the next Fed meeting.down from 95% last week. If Powell suggests that the Fed is leaning towards no cuts yet in his Jackson Hole speech this week the market could take a nasty tumble. Anything less than a pretty plain indication that cuts are coming will spook the market"  
[X Link](https://x.com/KyleReedTrader/status/1957612872739017213)  2025-08-19T01:17Z [---] followers, [---] engagements


"Not a lot of bright spots in the portfolio today (other than the hedges). $FOUR was green. $RKT was also green - as the possibility of rate cuts is thought to be bigger now"  
[X Link](https://x.com/KyleReedTrader/status/1957900485069099252)  2025-08-19T20:20Z [---] followers, [---] engagements


"@NickSchmidt_ But there's only one reason why CEOs buy shares"  
[X Link](https://x.com/KyleReedTrader/status/1959805892938838407)  2025-08-25T02:31Z [---] followers, [---] engagements


"Silly for $TMDX to be down today. The OrganOx acquisition should send the shares flying"  
[X Link](https://x.com/KyleReedTrader/status/1959982416358977968)  2025-08-25T14:13Z [---] followers, [---] engagements


"$APP will get into the SP500. It's a matter of when not if. And the stock will pop on the news. But ultimately it doesn't matter. The value of the shares will follow the trajectory of the business.and that only points one way right now"  
[X Link](https://x.com/anyuser/status/1960146289196142592)  2025-08-26T01:04Z [---] followers, [----] engagements


"I think $CRM is trading a fair price. Not too cheap not too expensive. Growth is slowing down significantly - Last [--] years CAGR for EPS and EBITDA were 28% and 21% respectively. Now they are 11% and 11% for the next few years. NOt a terrible buy at these prices but can't expect to have market beating returns either.r IS $CRM TOO CHEAP TO IGNORE Trading at multi year low levels while still growing double digits. EV/FCF: [----] P/OCF: [----] Forward PE: [--] Bargain or value trap https://t.co/T6752mROSk IS $CRM TOO CHEAP TO IGNORE Trading at multi year low levels while still growing double digits."  
[X Link](https://x.com/KyleReedTrader/status/1960333496288784741)  2025-08-26T13:28Z [---] followers, [---] engagements


"@realroseceline You don't need my numbers. Just look at Buffet Ackman Tepper Griffen Dalio etc. All of the top fund managers have portfolios with dozens of equities"  
[X Link](https://x.com/KyleReedTrader/status/1960792405097005140)  2025-08-27T19:51Z [---] followers, [---] engagements


"@nataninvesting $HROW is one of my top picks right now. Valuation is hugely compelling and the opportunity for a 3-5X is very real"  
[X Link](https://x.com/anyuser/status/1961079001067200902)  2025-08-28T14:50Z [---] followers, [----] engagements


"Just cut my $ASPN position by more than half. I was hoping to hear more good news from them in the Q2 call but it wasn't there. I don't think there is much downside left but that's not a reason to be in the shares. If the business gets back on track there is enormous potential there but there will be plenty of chances to get back in bigger. I kept a portion of the position just to keep it on my screens but there are better places for the capital"  
[X Link](https://x.com/KyleReedTrader/status/1961099686342775042)  2025-08-28T16:12Z [---] followers, [---] engagements


"Remember when $APP released Q2 earnings and the shares sold off You could have bought shares in the 370s thanks to people's (or algorithm's) knee-jerk behavior"  
[X Link](https://x.com/KyleReedTrader/status/1961116020543791495)  2025-08-28T17:17Z [---] followers, [---] engagements


"Interesting thought from the $IREN earnings call that made me think about $NBIS: "I think again look just to reiterate this notion that software is required and these large sophisticated end users of GPUs want a third-party provider to staple their own software and make them use it. These guys are sophisticated. They just want compute. They want to run their own stuff. And at the end of the day software is eating the world. We know that. Software is not difficult to overlay. The large customers don't want your software. They want their own software. And we are hearing it also firsthand from"  
[X Link](https://x.com/KyleReedTrader/status/1961461546271609164)  2025-08-29T16:10Z [---] followers, [---] engagements


"Yes Q3 typically has seasonal weakness but on a YoY basis $TMDX is still crushing it. $TMDX flights set to close August at [--] flights per day average. July came in [--]. Nice to see some MoM growth during the weaker months. When comparing YoY to last August growth comes in just below 40% which is extremely impressive. $TMDX keeps executing and I expect to see $TMDX flights set to close August at [--] flights per day average. July came in [--]. Nice to see some MoM growth during the weaker months. When comparing YoY to last August growth comes in just below 40% which is extremely impressive. $TMDX"  
[X Link](https://x.com/KyleReedTrader/status/1961854001617461279)  2025-08-30T18:10Z [---] followers, [---] engagements


"Too obvious. The better prediction is whether $NBIS will outperform $IREN. $NBIS will outperform $NVDA over the next [--] years. $NBIS will outperform $NVDA over the next [--] years"  
[X Link](https://x.com/KyleReedTrader/status/1961861960154177741)  2025-08-30T18:41Z [---] followers, [---] engagements


"$APP just went green. I'd be flat on the day if it weren't for $TMDX"  
[X Link](https://x.com/KyleReedTrader/status/1962938087966752828)  2025-09-02T17:58Z [---] followers, [---] engagements


"Sold out of my $ALAB today. A part of my thinks I might regret it but the valuation seems to be getting ahead of the numbers. Great company that I would be willing to reenter at a better level"  
[X Link](https://x.com/KyleReedTrader/status/1963663541023760394)  2025-09-04T18:00Z [---] followers, [---] engagements


"Giorgio Armani dead at [--]. https://pagesix.com/2025/09/04/style/giorgio-armani-dead-at-91/_gl=1*1p5j4g0*_ga*MTg2Nzg0OTc3NS4xNjkwODEwNzkz*_ga_0DZ7LHF5PZ*czE3NTcwMTg2Njkkbzc3MCRnMSR0MTc1NzAxOTE2OCRqMzYkbDAkaDA https://pagesix.com/2025/09/04/style/giorgio-armani-dead-at-91/_gl=1*1p5j4g0*_ga*MTg2Nzg0OTc3NS4xNjkwODEwNzkz*_ga_0DZ7LHF5PZ*czE3NTcwMTg2Njkkbzc3MCRnMSR0MTc1NzAxOTE2OCRqMzYkbDAkaDA"  
[X Link](https://x.com/KyleReedTrader/status/1963707011771797998)  2025-09-04T20:53Z [---] followers, [--] engagements


"As the likelihood of rate cuts goes to near 100% I've started making some adds to the portfolio. Didn't get the pullback I was hoping for but we trade the market we get not the one we want. Added to $FOUR $HIMS $ZETA $TMDX $SOFI and $NBIS"  
[X Link](https://x.com/KyleReedTrader/status/1964004120550945042)  2025-09-05T16:34Z [---] followers, [---] engagements


"People focus on flights because it's what they can see and track.and it has been fairly accurate recently. But as $TMDX grows it seems that their logistics network is expanding as well and we'll have to see if the flight vs. ground ratio settles into something predictable or not"  
[X Link](https://x.com/KyleReedTrader/status/1965204613369393201)  2025-09-09T00:04Z [---] followers, [---] engagements


"$TMDX CEO bought $2 million in stock a couple weeks ago. He didn't do it because he's expecting a miss in Q3. Along with his very bullish comments at the recent conferences his purchase makes me very confident that Q3 won't be as bad as the market thinks an that the year overall will be stellar. Been steadily adding to my position on weakness. My biggest position by a large margin (with a time frame of several years)"  
[X Link](https://x.com/anyuser/status/1965400517695230227)  2025-09-09T13:02Z [---] followers, [----] engagements


"Nice opening but then big fades across the board. Picking up more $NBIS $IREN and $TMDX"  
[X Link](https://x.com/KyleReedTrader/status/1965420628439376147)  2025-09-09T14:22Z [---] followers, [---] engagements


"$APP and $RDDT both hit new ATHs today. THe best part is there is a lot of room to run over the next few years. Haven't trimmed a share of either company"  
[X Link](https://x.com/KyleReedTrader/status/1965831395772870715)  2025-09-10T17:35Z [---] followers, [---] engagements


"I believe this is true. There is chasing a stock and then there is revaluing a stock based on new information. The $MSFT contract is a game changer and makes $NBIS a completely different company than it was last week. If you're using the old valuation models then it would seem like you're chasing the shares up here. But if you toss the old models out and work through new ones you might find that the upside potential for $NBIS is even higher now than it was when the shares were in the 60s. (I increased my position (basis in the mid 20s) by 25% around $90 and will continuing adding if there are"  
[X Link](https://x.com/anyuser/status/1966306334267101678)  2025-09-12T01:02Z [---] followers, [----] engagements


"Congrats How many of us could hold a stock for [--] years.watching it become a double then a [--] bagger then a [--] bagger.and still be holding to hit 100X It's not easy. I would have a 100bagger in $AMZN but I sold it for a 4X and thought I was a genius. Today is a big day for me after investibg for 30+ years I was able to get my first 100bagger. Google @googl at 250$ is my first 100baggers it took [--] years and 1mo. I average up a few times including this year at [---] and [---]. Almost never sold except a few %. Now 33% of holding Today is a big day for me after investibg for 30+ years I was able to"  
[X Link](https://x.com/KyleReedTrader/status/1967749679996866949)  2025-09-16T00:37Z [---] followers, [---] engagements


"Nice to see $APP close above $600 today. Still lots of upside in this name for long-term holders. I will be surprised if they don't blow away [----] estimates"  
[X Link](https://x.com/KyleReedTrader/status/1968072811160993862)  2025-09-16T22:01Z [---] followers, [---] engagements

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