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# ![@MMMTwealth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1630283681284669445.png) @MMMTwealth Oliver | MMMT Wealth (CPA)

Several investors are bullish on Lemonade ($lmnd), citing its increasing growth rate, improving loss ratio, and potential for international expansion. One investor considers $lmnd their largest position and believes it will continue to outperform. The company's CEO and investors are optimistic about its prospects, including a potential revenue boost from reduced reinsurance and cross-selling opportunities.

### Engagements: XXXXXX [#](/creator/twitter::1630283681284669445/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630283681284669445/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +68%
- X Months XXXXXXXXXX +9.90%
- X Year XXXXXXXXXX +67%

### Mentions: XX [#](/creator/twitter::1630283681284669445/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630283681284669445/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +3.70%
- X Months XXXXX -XX%
- X Year XXXXX +23%

### Followers: XXXXXX [#](/creator/twitter::1630283681284669445/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630283681284669445/c:line/m:followers.svg)

- X Week XXXXXX +0.78%
- X Month XXXXXX +1.50%
- X Months XXXXXX +27%
- X Year XXXXXX +135%

### CreatorRank: XXXXXXX [#](/creator/twitter::1630283681284669445/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630283681284669445/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4016 [cryptocurrencies](/list/cryptocurrencies)  #1009 [finance](/list/finance)  #4727 [technology brands](/list/technology-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXX% [social networks](/list/social-networks)  XXX% [currencies](/list/currencies)  XXX%

**Social topic influence**
[$path](/topic/$path) #22, [$dlo](/topic/$dlo) #1, [stocks](/topic/stocks) 7.21%, [ai](/topic/ai) 5.41%, [$lmnd](/topic/$lmnd) #147, [$onds](/topic/$onds) #9, [$sei](/topic/$sei) #4, [sei](/topic/sei) #22, [$hrow](/topic/$hrow) #1, [$zeta](/topic/$zeta) #56

**Top accounts mentioned or mentioned by**
[@davyinvests](/creator/undefined) [@realroseceline](/creator/undefined) [@azroul_al](/creator/undefined) [@zetaglobal](/creator/undefined) [@theinvestinguy](/creator/undefined) [@logoinvestor](/creator/undefined) [@iamfabien](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@martingamps](/creator/undefined) [@yunestie](/creator/undefined) [@bacart15](/creator/undefined) [@luna940304](/creator/undefined) [@stephenwangs73](/creator/undefined) [@thelonginvest](/creator/undefined) [@lemonadeinc](/creator/undefined) [@dsteinberg10000](/creator/undefined) [@alc2022](/creator/undefined) [@stonkchris](/creator/undefined) [@tfanalytics1](/creator/undefined) [@thetikr](/creator/undefined)

**Top assets mentioned**
[UiPath, Inc. (PATH)](/topic/$path) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Sei (SEI)](/topic/$sei) [ZetaChain (ZETA)](/topic/$zeta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [The Root Network (ROOT)](/topic/$root) [NuScale Power Corporation (SMR)](/topic/$smr) [4 (FOUR)](/topic/$four) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [NuCypher (NU)](/topic/$nu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Auroracoin (AUR)](/topic/$aur) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [PWR Coin (PWR)](/topic/$pwr) [Metadium (META)](/topic/$meta) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Alignment Healthcare, Inc. Common Stock (ALHC)](/topic/$alhc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Palantir (PLTR)](/topic/$pltr) [Alien Base (ALB)](/topic/$alb) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [ArGo App (ARGO2)](/topic/$argo) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Sanmina  Corp (SANM)](/topic/$sanm) [Plexus Corp (PLXS)](/topic/$plxs) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Intuit Inc. (INTU)](/topic/$intu) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Catalyst Pharmaceutical  Inc. (CPRX)](/topic/$cprx) [Philip Morris International Inc. (PM)](/topic/$pm) [Home Depot, Inc. (HD)](/topic/$hd) [Mastercard, Inc. (MA)](/topic/$ma) [Microsoft Corp. (MSFT)](/topic/$msft) [Stryker Corporation (SYK)](/topic/$syk) [Good Games Guild (GGG)](/topic/$ggg) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Bausch + Lomb Corporation (BLCO)](/topic/$blco) [Full Truck Alliance Co. Ltd. American Depositary Shares (YMM)](/topic/$ymm) [Sea Limited (SE)](/topic/$se) [YPF Sociedad Anonima (YPF)](/topic/$ypf) [JBS N.V. (JBS)](/topic/$jbs) [Itau Unibanco Holding S.A. (ITUB)](/topic/$itub) [KE Holdings Inc. American Depositary Shares (BEKE)](/topic/$beke) [Gigantix Wallet (GTX)](/topic/$gtx) [Cemex S.A.B. de C.V. (CX)](/topic/$cx) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [VALE S.A. (VALE)](/topic/$vale) [Transportadora de Gas del Sur S.A. ADS (TGS)](/topic/$tgs) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Teradyne, Inc. (TER)](/topic/$ter) [SiTime Corporation Common Stock (SITM)](/topic/$sitm)
### Top Social Posts
Top posts by engagements in the last XX hours

"CURRENT SWING TRADE/SMALL CAP PORTFOLIO 👇 $ARGO DOWN XX% $SPIR UP X% $RKT UP XX% $SES UP XX% $ROOT UP X% $ABCL UP X% $CLPT FLAT (initiated small position today) $ONDS UP XX% $BMNR UP 15%"  
[X Link](https://x.com/MMMTwealth/status/1970863816121704450)  2025-09-24T14:52Z 61.9K followers, 7217 engagements


"4. NuScale Power $SMR Annoyingly I missed the first big run on $SMR but I knew it would come down as the valuation had become ridiculous. We're now back at May 2025 levels. Q3 revenue was messy but the most important short term story is if $SMR can turn their framework agreement with TVA into an actual contract and SMR's will be the ideal choice for hyperscalers. This could be the largest SMR deployment in US history and would massively re-rate $SMR again"  
[X Link](https://x.com/MMMTwealth/status/1992591225329762341)  2025-11-23T13:49Z 61.9K followers, 8504 engagements


"5. Aurora Innovation $AUR A $7.3B company with $1B in cash close to a commercializing in a huge market (autonomous trucking). They're still several years away from a material revenue ramp up in my opinion and I think the stock will likely stay in this $3-$6 range until material progress is made in significant miles driven. One to watch but potentially the fundamentals are still slightly unfavorable today. This could easily change in 2026"  
[X Link](https://x.com/MMMTwealth/status/1992591227154252061)  2025-11-23T13:49Z 61.9K followers, 8673 engagements


"Here's X value plays trading at multi-year PE lows 👇🧵 X. Lululemon $LULU $LULU currently trades at 13.8x NTM PE. If they hit analyst estimates at $XXXX in FY27 with a PE of +20x (still below historic levels) then $LULU is a $XXX stock"  
[X Link](https://x.com/MMMTwealth/status/1963175960028582232)  2025-09-03T09:43Z 61.9K followers, 73.5K engagements


"$PATH has rapidly become my 4th largest position over the last XXX months. Paid subs have seen every single entry. Here's my Deep Dive & Earnings review for this company that I think can truly create some big wealth over the next X years. Article is free for everyone"  
[X Link](https://x.com/MMMTwealth/status/1997016152178823297)  2025-12-05T18:52Z 61.9K followers, 19.7K engagements


"Here's some clear AI themes through to 2030 & some SMID caps for each theme 👇 X. POWER: The true bottleneck. We need grid overhauls SMRs and battery storage to fuel 24/7 inference. $FLNC $SMR $PWR $SEI $NRGV X. PCB SHORTAGE: There's not enough factories in the world that can make the high-end AI PCBs fast enough. The companies that are making them are printing money. $TTMI $SANM $PLXS $BHE X. COOLING: Liquid cooling adoption is climbing (projected to hit XX% of AI servers by 2026). $MOD X. OPTICS: The next "memory" wall. As DCs scale to 1GW clusters copper dies. Silicon photonics is the next"  
[X Link](https://x.com/MMMTwealth/status/1997327703016353880)  2025-12-06T15:30Z 61.9K followers, 20.6K engagements


"Here's some nice opportunities for the week ahead 👇 X. $SMR - NRC-approved small modular reactors for scalable clean energy. Offers a nice bet on the nuclear trend with huge global demand for carbon-free power. Currently just bounced off key support level. X. $ABAT - A nice play on the battery trend. $ABAT offers extraction and recycling tech for critical minerals like lithium. Recently flipped a key level. X. $ZETA - Has remained almost flat since updated guidance. $ZETA is a top XX holding for me and in this zone just above key MA's I think the opportunity is large. X. $PLXS - Capitalizes"  
[X Link](https://x.com/MMMTwealth/status/1997726809551511935)  2025-12-07T17:56Z 61.9K followers, 24K engagements


"9. Terry Smith Fundsmith Notable Buys: $VRT $MANH $NSSC Notable Adds: $INTU $CPRX Notable Trims: $META $MSFT $SYK $PM $ODD $GGG $VRSN $HD $MA Notable Sells: Nothing"  
[X Link](https://x.com/MMMTwealth/status/1956684633552073081)  2025-08-16T11:49Z 61.9K followers, 4419 engagements


"10. Howard Marks Oaktree Capital Management Notable Buys: $BLCO $YMM $SE $YPF $HDSN $JBS $BTAI Notable Adds: $ITUB $B $GRAB $BZ $BEKE Notable Trims: $GTX $CX $SBLK $TLN $VALE $TGS $BAK Notable Sells: Nothing"  
[X Link](https://x.com/MMMTwealth/status/1956684634919432485)  2025-08-16T11:49Z 61.9K followers, 5370 engagements


"Robotics is ultimately the next multi-trillion dollar industry. Here's X underrated robotics plays in the niches 👇🧵 X. Teradyne $TER EV/Sales: 7.1x FY26 growth estimates: XXXX% TERs main legacy business is automatic test equipment (ATE) and industrial automation solutions. They originally built their business by supplying semiconductor test systems to chipmakers but theyve managed to strategically diversify their business into robotics and industrial automation over the last decade meaning theyre now extremely well positioned to benefit from: X. The ongoing semiconductor cycle. X. The"  
[X Link](https://x.com/MMMTwealth/status/1975181503806968305)  2025-10-06T12:49Z 61.9K followers, 72.1K engagements


"Here's some lesser known stocks that are: X. Growing revenue ABOVE XX% CAGR for the next X years. X. Growing EBITDA ABOVE XX% CAGR for the next X years. $SITM $SYM $ALHC $SEI $GLBE $FIP $DLO Worthy of deeper looks"  
[X Link](https://x.com/MMMTwealth/status/1978820806734995571)  2025-10-16T13:50Z 61.9K followers, 6419 engagements


"It would have been interesting to see how $DLO reacted today if the overall market was very green. Tough to tell whether $DLO is down because of earnings or because of the wider pullback. Likely both. Either way $DLO in my opinion produced some very solid results yesterday that were most definitely not worthy of a XX% drop we saw AH. We also saw that with $HROW earlier in the week. The next day they were very very green"  
[X Link](https://x.com/MMMTwealth/status/1989018029221360076)  2025-11-13T17:10Z 61.9K followers, 25.2K engagements


"A reminder that $DLO crushing earnings and then dropping because take rates dropped by X bps is not logical. If you have a long-term horizon $DLO below $XX is a great buy"  
[X Link](https://x.com/MMMTwealth/status/1989347736383283602)  2025-11-14T15:00Z 61.9K followers, 15.9K engagements


"Here's some high beta names on my watchlist 👇 $ABAT: XX% down from recent high $ONTO: XX% down from recent high $RDW: XX% drawdown from recent high $SYM: XX% drawdown from recent high $SMR: XX% drawdown from recent high $AUR: XX% drawdown from recent high Talking about them all today for paid subs"  
[X Link](https://x.com/MMMTwealth/status/1991160012882813387)  2025-11-19T15:01Z 61.9K followers, 6488 engagements


"Quite the green 🟢morning for semiconductors $NVDA $NVTS $ALAB $AMKR $CRDO"  
[X Link](https://x.com/MMMTwealth/status/1991504532908511634)  2025-11-20T13:50Z 61.9K followers, 4380 engagements


"$FOUR has held up far better than many companies during this sell off. Closed Tuesday at $XX and closed yesterday at $XX. - Big add by Denis Hong - All time high operating income - $1B buyback on the way - 0.5x PEG One of the few companies in the market where I see limited downside even in a weak macro"  
[X Link](https://x.com/MMMTwealth/status/1991800460861124795)  2025-11-21T09:26Z 61.9K followers, 22.2K engagements


"With rate cuts expected in December and in 2026 here are some of the biggest beneficiaries I'm interested in: Rate Sensitive Stocks: X. $UPST X. $RKT X. $PLD X. $NEE Small Caps: X. $ONDS X. $SPIR X. $ROOT X. $ABCL X. $DLO X. $HROW X. $SEZL"  
[X Link](https://x.com/MMMTwealth/status/1993687627204087831)  2025-11-26T14:25Z 61.9K followers, 15.7K engagements


"You know those stocks that you just don't ever worry about For me one of them is $NU - my second largest position behind $LMND. Happy ATH's to all investors. Quality company. Quality management"  
[X Link](https://x.com/MMMTwealth/status/1993702936711753959)  2025-11-26T15:26Z 61.9K followers, 11.9K engagements


"CURRENT WATCHLIST OF SMALL CAPS (BELOW $4B) 👇 X. $EOSE X. $ASTH X. $OUST X. $NRGV X. $AMPX X. $COHU X. $VNET X. $EU"  
[X Link](https://x.com/MMMTwealth/status/1995127928259035529)  2025-11-30T13:49Z 61.9K followers, 21.9K engagements


"$PATH report on Wednesday. It's quickly become a top X position for me. The upside potential on Wednesday is that Maestro has been adopted far quicker than the market expects but I highly doubt this. Deployment takes months so the likelihood of seeing this baked into numbers in Q3 is low. It's all about the Proof of Concept currently and bookings momentum and management commentary on the pipeline to see if we start to front run revenue. I honestly hope this doesn't happen so quickly so I have more time to accumulate the position size I'd like to but obviously this would be a very bullish."  
[X Link](https://x.com/MMMTwealth/status/1995190095507316871)  2025-11-30T17:56Z 61.9K followers, 54K engagements


"$SVM just hit a 1-year high. Up XXX% YTD. Congrats to those who joined me here"  
[X Link](https://x.com/MMMTwealth/status/1995501698874581398)  2025-12-01T14:34Z 61.9K followers, 10.9K engagements


"Reposting this now for $PATH earnings tomorrow. $PATH is now a top X position for me as of today"  
[X Link](https://x.com/MMMTwealth/status/1995992133036065060)  2025-12-02T23:03Z 61.9K followers, 25.2K engagements


"UIPATH $PATH EARNINGS 🚨 REVENUE: $411.13M VS $392.87M EST ✅ EPS: $XXXX VS $XXXX EST✅ +8% AH🚀"  
[X Link](https://x.com/MMMTwealth/status/1996327180637200628)  2025-12-03T21:14Z 61.9K followers, 10.7K engagements


"$SPY is flat on the day. We're up XXXX% so far in the core portfolio and XXXX% in swing trade portfolio. Come join us. Only $XX a month"  
[X Link](https://x.com/MMMTwealth/status/1996657086084817242)  2025-12-04T19:05Z 61.9K followers, 4826 engagements


"Here are some stocks that regularly appear in high growth screens that I do not currently own: X. Blaize Holdings $BZAI X. Red Cat Holdings $RCAT X. Innovative Solutions & Support $ISSC X. Gilat Satellite Network $GILT X. IonQ $IONQ X. AeroVironment $AVAV X. Micron Technology $MU X. Serve Robotics $SERV X. Astrana Health $ASTH XX. IREN $IREN"  
[X Link](https://x.com/MMMTwealth/status/1968621372503883981)  2025-09-18T10:21Z 61.9K followers, 20.7K engagements


"Monday Screener 👇 Estimated Revenue Growth for the next X years: ABOVE XX% Estimated EBITDA Growth for the next X years: ABOVE XX% Results: X. Alignment Healthcare $ALHC X. Solaris Energy Infrastructure $SEI (portfolio) X. Reddit $RDDT X. Palantir $PLTR X. Sezzle $SEZL @theTIKR"  
[X Link](https://x.com/MMMTwealth/status/1970201063283204266)  2025-09-22T18:58Z 61.9K followers, 11.2K engagements


"2. Omnicell $OMCL EV/Sales: 1.2x Growth Rates: XXX% $OMCL do medication management and adherence automation solutions for healthcare systems and pharmacies meaning they're in a nice position to benefit from efficiency and cost savings in healthcare and general automation in healthcare. $OMCL are still trading at the same levels as 2016 and quite rightly so given the current growth projections for the next 2-3 years. From FY28 onwards analysts are expecting a big jump up in revenue and EBITDA growth rates so the 10x NTM EBITDA multiple today could seem attractive. Much higher risk play"  
[X Link](https://x.com/MMMTwealth/status/1975181505354691021)  2025-10-06T12:49Z 61.9K followers, 7403 engagements


"$ALB was one of the more obvious plays in the market- only thing I regret is not increasing exposure higher. The below tailwinds are still completely in play now though so I don't think $ALB at $XXX is too expensive. +52% so far"  
[X Link](https://x.com/MMMTwealth/status/1990683003870458150)  2025-11-18T07:26Z 61.9K followers, 9895 engagements


"Lithium is literally an AI play now. $ALB CEO: "Global lithium consumption is up XX% this year driven by robust demand from both EV's and grid storage." There's still a supply shortage. $ALB still is one of the better trades for the next X years"  
[X Link](https://x.com/MMMTwealth/status/1990759140331802651)  2025-11-18T12:29Z 61.9K followers, 12.4K engagements


"Emerging markets deserve a place in your portfolio. X. $DLO X. $MELI X. $GRAB X. $NU Personally own 3/4. Used to own $MELI but not anymore"  
[X Link](https://x.com/MMMTwealth/status/1991515625999724622)  2025-11-20T14:35Z 61.9K followers, 18.1K engagements


"Institutional Ownership has been on the rise in the last X weeks for these stocks: X. $ASTS X. $BMNR X. $ACHR X. $CLSK X. $CIFR X. $HIMS X. $LMND X. $GLXY X. $ZETA XX. $GRAB XX. $SOFI XX. $ONDS"  
[X Link](https://x.com/MMMTwealth/status/1991844437698204032)  2025-11-21T12:21Z 61.9K followers, 37.6K engagements


"Goldman Sachs comes in fairly bearish on eVTOLs currently. They just initiated a SELL rating on $JOBY with a $XX PT. They gave $ACHR a $XX PT with a HOLD rating. "The aircraft operator market has the potential to be very large but we believe it will be cost intensive time-consuming because it requires consumer education contains regulatory hurdles and inherently lowers aftermarket potential.""  
[X Link](https://x.com/MMMTwealth/status/1995431504084636123)  2025-12-01T09:55Z 61.9K followers, 18.2K engagements


"I don't care about the wider macro fears much when you have: X. $ZETA: Set to grow EBITDA at XX% YoY for just 13x NTM EBITDA. X. $PATH: Attempting to crack agentic AI. X. $DLO: Conservative model gives a 3.5x opportunity. X. $TMDX: CEO buying million in stock over the last X months and trading far below MedTech peers. X. $UPST: Trading at 9x NTM EBITDA with the founder buying nearly $4M in stock. There remains many opportunities out there in my opinion. Just be sensible with position sizing and you'll be fine"  
[X Link](https://x.com/MMMTwealth/status/1995891562962718990)  2025-12-02T16:23Z 61.9K followers, 39.4K engagements


"This week was filled with superinvestor portfolios (Buffett Druckenmiller Ackman Burry and many more). Let's analyze the biggest buys sells additions and trims per investor 🧵 X. Top XX buys last quarter by % (all investors)👇 United Health Group $UNH Amazon $AMZN Pinduoduo $PDD Lululemon Athletica $LULU Bruker Corp $BRKR Crocs $CROX PayPal $PYPL Brookfield Asset Management $BAM Regeneron Pharmaceuticals $REGN MercadoLibre $MELI"  
[X Link](https://x.com/MMMTwealth/status/1956684623011889554)  2025-08-16T11:49Z 61.9K followers, 145.6K engagements


"I will continue to talk about $DLO here below $XX. TPV grew XX% YoY. - "Id like to remind you that this is the key metric we use to manage the business trusting that long-term scale and market share are the critical elements behind our investment thesis." Revenue grew XX% YoY. Adj. EBITDA grew at XX% YoY. Free cash flow grew at XX% YoY. The numbers speak for themselves. Add on qualitative tailwinds as well: X. Huge TAM X. Incredible and expanding partnership network X. More diversification across different EM geographies X. Digitalization across EM's. Tell me the bear case for $DLO here at"  
[X Link](https://x.com/MMMTwealth/status/1991463430285361241)  2025-11-20T11:07Z 61.9K followers, 16.5K engagements


"The power grid needs an upgrade. It's one multi-year theme to watch very closely. X. MYR $MYR X. Quanta Services $PWR X. Eaton Corporation $ETN X. EnerSys $ENS X. Valmont $VMI X. Powell Industries $POWL X. Arcosa $ACA X. Preformed Line $PLPC"  
[X Link](https://x.com/MMMTwealth/status/1991483161134657656)  2025-11-20T12:26Z 61.9K followers, 11.5K engagements


"Everybody should know this but very few act on it. The more your portfolio goes down the more bullish you should get. I made some small buys yesterday. Nothing material but IF we continue to drop my buys will become larger and larger. $LMND $PATH $NU $DLO $FOUR $ZETA $OSCR $HIMS $TMDX"  
[X Link](https://x.com/MMMTwealth/status/1991871886398050620)  2025-11-21T14:10Z 61.9K followers, 11.5K engagements


"Not too shabby numbers for a company trading below 12x EBITDA. $ZETA"  
[X Link](https://x.com/MMMTwealth/status/1996235741181907114)  2025-12-03T15:11Z 61.9K followers, 18.5K engagements


"The US will likely be investing heavily into robotics in 2026. There's many angles you can play this: DEFENSE - AeroVironment $AVAV: Defense focused & unmanned drones. - Kratos Defense $KTOS: Defense focused & unmanned drones for US military. WAREHOUSE - Symbotic $SYM: Fully automating huge retail warehouses. - Amazon $AMZN: Nearly X million robots already automating warehouses and last mile delivery. MEDICAL - Omnicell $OMCL: Builds automated dispensing cabinets and robotics inventory systems to manage medical supplies. - Procept Robotics $PRCT: Produces AquaBeam Robotics System which uses"  
[X Link](https://x.com/MMMTwealth/status/1996577540895322129)  2025-12-04T13:49Z 61.9K followers, 87.8K engagements


"There's a reason $PATH came a very big position size for me very quickly. When you have conviction go in big. It doesn't matter how many stocks you ultimately own as long as your position size reflects your conviction. I see $PATH becoming a top X position for me relatively quickly"  
[X Link](https://x.com/MMMTwealth/status/1996593924115210310)  2025-12-04T14:54Z 61.9K followers, 19.2K engagements


"I haven't mentioned $DLO in a couple weeks as I was so focused on building my $PATH position pre-earnings. But just a friendly Sunday reminder that $DLO remains a fantastic opportunity here. $DLO is conservatively a 3x opportunity by 2030. Over the next decade or so I think we can talk 5-10x. - TPV increased XX% YoY - Gross profit increased XX% YoY - Adj. EBITDA increased XX% YoY This is a high growth emerging markets play with a very strong moat. Incremental TPV growth has reduced take rate yes.but this was always going to happen"  
[X Link](https://x.com/MMMTwealth/status/1997686311235268914)  2025-12-07T15:15Z 61.9K followers, 15.2K engagements


"$META in 2023. $NVDA in 2024. $GOOGL in 2025. $AMZN in 2026"  
[X Link](https://x.com/MMMTwealth/status/1994376476741783884)  2025-11-28T12:03Z 61.9K followers, 150.6K engagements


"High growth stocks today: $LMND down XXX% $OSCR down XXX% $HIMS down XXX% $PLTR down XXX% $JOBY down XXX% $UPST down XXX% And then you've got: $FOUR +0.95% $PATH flat This tells you something"  
[X Link](https://x.com/MMMTwealth/status/1995519505620201559)  2025-12-01T15:44Z 61.9K followers, 33.2K engagements


"Networking costs as a percentage of total data center CapEx is exploding. Estimates suggest 15-20% of total AI data center CapEx will be spent on networking by 2030 vs 5-10% today. Put optics on your watchlist 👇 $COHN $CIEN $COMM $LITE $VIAV h/t to @iamfabien for the image"  
[X Link](https://x.com/MMMTwealth/status/1995811765406290124)  2025-12-02T11:06Z 61.9K followers, 22.4K engagements


"1. $AMZN AWS will be worth $2T by 2030 based on conservative assumptions. X. $AMZN Retail will be worth $2.4T by 2030 based on conservative assumptions. X. $AMZN Digital Ads will be worth $800B-$1T by 2030 based on conservative assumptions. Add in valuations for Physical Stores Subscriptions Project Kuiper Zoox and Twitch. I think you get above $6T fairly comfortably. $AMZN is a $2.45T business today"  
[X Link](https://x.com/MMMTwealth/status/1997302256035615168)  2025-12-06T13:49Z 61.9K followers, 109K engagements


"@jakebrowatzke $LMND is my biggest still but $PATH catching quickly. $FOUR is a position but smaller.definitely would like to add to that but have been very pre-occupied building $PATH. $ODD I don't know anywhere near enough about"  
[X Link](https://x.com/MMMTwealth/status/1998068504314962142)  2025-12-08T16:33Z 61.9K followers, 1643 engagements


"MORGAN STANLEY JUST UPGRADED SMALL CAPS TO OVERWEIGHT WITH A BULLISH 2026 FORECAST. Here's my XX favorite small caps today 👇 X. $SPIR X. $ROOT X. $ABCL X. $DLO X. $SES X. $HROW X. $TMDX X. $ONDS X. $VKTX XX. $SEI"  
[X Link](https://x.com/MMMTwealth/status/1998153935929163805)  2025-12-08T22:13Z 61.9K followers, 27.1K engagements


"AI Applications are the next big winners and $LMND is likely the next biggest one of them all. The global insurance market is $10T. $LMND market cap today is $5B. The room left for them to win over the next XX years is pretty infinite and they have very little AI competition"  
[X Link](https://x.com/MMMTwealth/status/1992665007876694107)  2025-11-23T18:42Z 61.9K followers, 41.9K engagements


"$AMZN Digital Ads: The most underrated and under discussed part of the $AMZN business. FY25 revenue is $70B with operating margins 50%. This is elite. We have approximately $25B in operating income. I think this rate of growth and margins here warrant a 25x EBIT multiple which puts them $800B. This could be on the higher end today but with forecast revenue on digital ad spend set to hit $1.5T by 2030 and $AMZN's 12-15% share in the global digital ad market this is easily a $1T opportunity over the next X years. $AMZN E-Commerce: McKinsey estimates by 2040 the international e-commerce market"  
[X Link](https://x.com/MMMTwealth/status/1994765545791492165)  2025-11-29T13:49Z 61.9K followers, 26.3K engagements


"A snippet from my $PATH deep dive yesterday. Here's why the $PATH product will become incredibly sticky 👇 (Link in first comment to read)"  
[X Link](https://x.com/MMMTwealth/status/1997364420935074268)  2025-12-06T17:56Z 61.9K followers, 13.6K engagements


"Small caps are breaking out. Be careful.but also appreciate that this could be one of the best small cap bull cycles going into rate cuts. $DLO $SPIR $ROOT $ABCL $SES $HROW $TMDX $ONDS $SEI"  
[X Link](https://x.com/MMMTwealth/status/1998399564479414769)  2025-12-09T14:29Z 61.9K followers, 3532 engagements


"People don't appreciate how cheap $HROW is. Name me another stock growing EBITDA ABOVE XX% CAGR (for the next X years) whilst trading BELOW 17x NTM EBITDA. There's truly not many out there"  
[X Link](https://x.com/MMMTwealth/status/1980284153217105924)  2025-10-20T14:45Z 61.9K followers, 60.9K engagements


"I'm watching $UPST closely this week going into FOMC meeting. Any signs of a rate cut bigger than what is priced in and I think $UPST catches some more bids. We're already up over XX% this month alone. X. December XX calls getting loaded. X. XX% expected EBITDA growth in FY26 X. 20x NTM EBITDA multiple X. 4.3x 2026 sales X. XX% of loans are now fully automated. X. Trillion dollar opportunity in consumer loans with HELOC and Super Prime lending. We've seen numerous days the last few weeks where $UPST has been green on red $SPY days. That's always nice too"  
[X Link](https://x.com/MMMTwealth/status/1998106834939641917)  2025-12-08T19:06Z 61.9K followers, 8265 engagements


"Just getting my $ZETA reps in here on X before it jumps 2-3x"  
[X Link](https://x.com/MMMTwealth/status/1998415339458322753)  2025-12-09T15:32Z 61.9K followers, 6006 engagements