#  @ManthanTweets1 Manthan Bhadiyadra Manthan Bhadiyadra posts on X about $tmdx, data, flight, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1399080990438461444/interactions)  - [--] Week [-----] -92% - [--] Month [-------] +13% - [--] Months [-------] -84% - [--] Year [---------] +764% ### Mentions: [--] [#](/creator/twitter::1399080990438461444/posts_active)  - [--] Week [--] -64% - [--] Month [--] +100% - [--] Months [---] +29% - [--] Year [---] +301% ### Followers: [-----] [#](/creator/twitter::1399080990438461444/followers)  - [--] Week [-----] +0.30% - [--] Month [-----] +2.70% - [--] Months [-----] +9.60% - [--] Year [-----] +283% ### CreatorRank: [---------] [#](/creator/twitter::1399080990438461444/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [formula 1](/list/formula-1) [fashion brands](/list/fashion-brands) [automotive brands](/list/automotive-brands) [luxury brands](/list/luxury-brands) **Social topic influence** [$tmdx](/topic/$tmdx), [data](/topic/data), [flight](/topic/flight), [strong](/topic/strong), [$rbrk](/topic/$rbrk), [beat](/topic/beat), [we are](/topic/we-are), [close](/topic/close), [$googl](/topic/$googl), [24 hours](/topic/24-hours) **Top accounts mentioned or mentioned by** [@wealthyreadings](/creator/undefined) [@nietschecapital](/creator/undefined) [@polrinvesting](/creator/undefined) [@rahulsetty](/creator/undefined) [@mathlonning](/creator/undefined) [@bipulsinha](/creator/undefined) [@sillygooseflies](/creator/undefined) [@logicalthesis](/creator/undefined) [@scorpionfund](/creator/undefined) [@jonahlupton](/creator/undefined) [@smallmidcaps](/creator/undefined) [@gaurav51289](/creator/undefined) [@jackh95116113](/creator/undefined) [@daveyjuice](/creator/undefined) [@akashbh82704010](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@wisemancap](/creator/undefined) [@finstor85](/creator/undefined) [@kabraxfx](/creator/undefined) [@gubloinvestor](/creator/undefined) **Top assets mentioned** [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [4 (FOUR)](/topic/$four) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Novo-Nordisk (NVO)](/topic/$nvo) ### Top Social Posts Top posts by engagements in the last [--] hours "@Parth_Patel1925 Essen Specialty looks good. adding in my research list" [X Link](https://x.com/ManthanTweets1/status/1691498220361228300) 2023-08-15T17:12Z [--] followers, [--] engagements "@sillygooseflies What you think abt these [--] odd 7-8 figures pipeline Will mentioned. Its taking a lot longer and Ashley herself said they also are frustrated with long process and delayed decision making. Govt will run like this only anywhere so this isn't going away" [X Link](https://x.com/ManthanTweets1/status/1699963257006469434) 2023-09-08T01:49Z [--] followers, [--] engagements "With all due respect its been a while we have seen bear market. This year feb to april was very short lived and unprecedented run continues. Old theories are falling flat due to continuous pump of mutual fund SIPs. Earlier it wasn't the case" [X Link](https://x.com/ManthanTweets1/status/1701248563395662077) 2023-09-11T14:57Z [--] followers, [--] engagements "This is by far the best performance this year by any driver. What an intelligent drive by @Carlossainz55. How smartly he helped @LandoNorris to protect his place was a masterclass and top notch decision making in crunch situations. @krulzster @Gaurav51289 #SingaporeGP" [X Link](https://x.com/ManthanTweets1/status/1703407370246746425) 2023-09-17T13:55Z [--] followers, [---] engagements "@Carlossainz55 This race was a treat to watch" [X Link](https://x.com/ManthanTweets1/status/1704179051420598686) 2023-09-19T17:02Z [--] followers, [--] engagements "$MSFT commenting on monopoly in business is very funny They should have stayed away from this case. I think even though $GOOGL lose its default status on Apple its still wins by saving 10$ bn and than gain what 70-80% of that market share back" [X Link](https://x.com/ManthanTweets1/status/1708959036840845419) 2023-10-02T21:35Z [--] followers, [--] engagements "@CVLM03 @planet Planet data with AI is soooo strong Post Pelican they would be in demand for acquisition. MSFT and Google may be waiting for pelican to finish" [X Link](https://x.com/ManthanTweets1/status/1708969907256238590) 2023-10-02T22:19Z [--] followers, [--] engagements "@Reematendulkar @Finstor85 First two Qtrs YoY CC growth is 10% and 2%. Company revised guidance to 18% CC for the year. This means they need to have double the CC growth in next [--] Qtrs. Dont you think their revised guidance is also very ambitious" [X Link](https://x.com/ManthanTweets1/status/1714267727974817896) 2023-10-17T13:10Z [--] followers, [---] engagements "@itsTarH It gave decent results. Market just took cloud revenue miss as excuse to punish it. Cloud growth is 22% and miss was [---] mil not like massive when you do such revenue. IMHO google was already at reasonable valuation and market is now forward looking to recession" [X Link](https://x.com/ManthanTweets1/status/1717388048592228407) 2023-10-26T03:49Z [--] followers, [---] engagements "$GOOGL remained defiant during couple of tricky events in [--] months and maintained 130+ range. Delivers very strong result and stock went down 13% Is it Google's over dependency on Search But then Search is their huge moat. if Gemini outplays OpenAI than they will position huge" [X Link](https://x.com/ManthanTweets1/status/1717994878792093751) 2023-10-27T20:01Z [--] followers, [--] engagements "$Googl has a chance to rise or face existential crisis later" [X Link](https://x.com/ManthanTweets1/status/1726662579374940255) 2023-11-20T18:03Z [--] followers, [---] engagements "In all this Sundar has a chance to shut this entire mess with Gemini next year. $GOOGL" [X Link](https://x.com/ManthanTweets1/status/1726823093300322765) 2023-11-21T04:41Z [--] followers, [--] engagements "This is much stable reaction. Mine wasnt recorded. My [--] year old son was terrified looking at me screaming and crying @RafaelNadal can we get this one more time pls" [X Link](https://x.com/ManthanTweets1/status/1727366675941748910) 2023-11-22T16:41Z [--] followers, [--] engagements "@StockMKTNewz @Gaurav51289 for what" [X Link](https://x.com/ManthanTweets1/status/1730676019198103661) 2023-12-01T19:51Z [--] followers, [---] engagements "Actually MP just voted like Gujarat since last [--] elections now. Gujarat got close in [----] so as MP in [----]. Gujarat swept in [--] so as MP in [--]. @kewlkeshav also due to common reasons- in Guj patel deserted and in MP middle class/UCs in 2017/18" [X Link](https://x.com/ManthanTweets1/status/1731191787543269563) 2023-12-03T06:01Z [--] followers, [--] engagements "Lol People think Google search is dead. Now imagine this integrated into google search. Wild Long $Googl" [X Link](https://x.com/ManthanTweets1/status/1732541539321028813) 2023-12-06T23:24Z [--] followers, [--] engagements "@sillygooseflies Yes that I heard in call as well. I wish that sin rev is not added here otherwise we are reading negative growth. They need to add it I believe at year end number so eventually this shall be added in Q4 number otherwise gotta create further confusion next year in comparing growth" [X Link](https://x.com/ManthanTweets1/status/1734647200922189969) 2023-12-12T18:51Z [--] followers, [--] engagements "@AkashBh82704010 I dont understand the rally behind cleanscience. Just this market things" [X Link](https://x.com/ManthanTweets1/status/1735020753056145456) 2023-12-13T19:35Z [--] followers, [--] engagements "@sillygooseflies Still there is worry abt getting deals closed. Until that is addressed I think long term sustainable upward journey is not happening imho. and as we know we just need handful of those to get closed to set the growth bar above 20%" [X Link](https://x.com/ManthanTweets1/status/1735064469397516752) 2023-12-13T22:29Z [--] followers, [--] engagements "@DhanValue Actually there is no huge losses in ipo for retailers. Its 15k as a limit and even though it lists on discount its 5-10% loss which is reasonable against current trend of 100% return. If someone earned 2-3 times this return in ipo he can withstand couple of marginal losses too" [X Link](https://x.com/ManthanTweets1/status/1737493559366779285) 2023-12-20T15:22Z [--] followers, [---] engagements "@DhanValue also there is more info available now if some co that has huge huge risk of 50% listing loss investor would stay away. MamaEarth was the one where we saw notable less interest by retailers" [X Link](https://x.com/ManthanTweets1/status/1737493962896613651) 2023-12-20T15:23Z [--] followers, [--] engagements "@sillygooseflies @BearCaveEmail you just got me there man. I was like all parameters are matching and the market cap. well no :)" [X Link](https://x.com/anyuser/status/1742646710365757809) 2024-01-03T20:38Z [--] followers, [---] engagements "$googl still not valued correctly at [---]. Should be at atleast 200$ BMO Capital today initiated coverage on - Amazon $AMZN with an Outperform rating and a $200 price target - Google $GOOGL with an Outperform rating and a $170 price target - Facebook $META with a Market Perform rating and a $397 price target BMO Capital today initiated coverage on - Amazon $AMZN with an Outperform rating and a $200 price target - Google $GOOGL with an Outperform rating and a $170 price target - Facebook $META with a Market Perform rating and a $397 price target" [X Link](https://x.com/ManthanTweets1/status/1744793868954910812) 2024-01-09T18:50Z [---] followers, [---] engagements "@GabbbarSingh Brooks Adrenaline GTS23. Tried couple of Nike variants but settled with this one after good guidance from local running shop in USA. You can always get it from one of your frind coming India" [X Link](https://x.com/ManthanTweets1/status/1746559921682821412) 2024-01-14T15:48Z [--] followers, [--] engagements "@sillygooseflies @CVLM03 @planet well this means they need to win those deals based on current fleet as full pelican fleet will take [--] years min to be fully functional" [X Link](https://x.com/ManthanTweets1/status/1748881889484767526) 2024-01-21T01:35Z [--] followers, [--] engagements "@dishaarawal @hiren2323 @krulzster" [X Link](https://x.com/ManthanTweets1/status/1790351288980455802) 2024-05-14T11:59Z [--] followers, [---] engagements "@Google @GoogleDeepMind Its getting more clear that model wont be monopoly @Gaurav51289 . If someone jumps ahead others will catch very fast making most of the models almost same for public usage. So than who wins here" [X Link](https://x.com/ManthanTweets1/status/1790458775293346178) 2024-05-14T19:06Z [--] followers, [---] engagements "@Gaurav51289 @Google @GoogleDeepMind Firms my theory that google will do well in mobility segment while MSFT in corporate. Apple going to OpenAI hurts googles mobility dominance in this area Basically I own both Google and MSFT so no complaints" [X Link](https://x.com/ManthanTweets1/status/1790482951588765713) 2024-05-14T20:42Z [--] followers, [--] engagements "well since Meta has Rayban what google has got now @Gaurav51289 Google glass with Gemini GOOGLE $GOOGL EXECUTIVES HINT THAT AR GLASSES ARE POISED FOR A COMEBACK Google Glass the augmented-reality headset that flopped with consumers a decade ago is poised for a revival thanks to AI - Bloomberg https://t.co/izxYLX4Zll GOOGLE $GOOGL EXECUTIVES HINT THAT AR GLASSES ARE POISED FOR A COMEBACK Google Glass the augmented-reality headset that flopped with consumers a decade ago is poised for a revival thanks to AI - Bloomberg https://t.co/izxYLX4Zll" [X Link](https://x.com/ManthanTweets1/status/1790809157290881525) 2024-05-15T18:19Z [--] followers, [--] engagements "Mind boggles when you see BJP rise in Odisha Telangana Just unbelievable. Who would have thought [--] decades back 4th june will be real dedication to foundinf fathers of RSS" [X Link](https://x.com/ManthanTweets1/status/1796941300819792052) 2024-06-01T16:26Z [--] followers, [--] engagements "@Gaurav51289 @hvpandya But YT Music doesnt work on apple watch without phone near by. So you have to carry phone while going for a run Made me buy Spotify for that reason only" [X Link](https://x.com/ManthanTweets1/status/1797691805359837272) 2024-06-03T18:08Z [--] followers, [--] engagements "@arvind_barmer But than in [----] UP samvidhan thing doesnt come up and local low and order take center stage BJP this time obviously going to play caste well in candidate selection so should not habe same problem then which we had now" [X Link](https://x.com/ManthanTweets1/status/1798548176095650293) 2024-06-06T02:51Z [---] followers, [---] engagements "@ankit_a_g_k Then it favors the most for google no Their moat remains intact and they have equal tech to compete on GenAI. Plus their operational cost is much lower than others due to TPUs" [X Link](https://x.com/ManthanTweets1/status/1816450449605632124) 2024-07-25T12:28Z [---] followers, [--] engagements "@ankit_a_g_k Google stock has hardly moved price in anticipation of genAI. All the price movements is contributed by real growth in all segments" [X Link](https://x.com/ManthanTweets1/status/1816450646565859547) 2024-07-25T12:29Z [---] followers, [--] engagements "Ab to kuch sikh lo @BJP4India up your social media game" [X Link](https://x.com/ManthanTweets1/status/1817145429680705756) 2024-07-27T10:30Z [---] followers, [--] engagements "@UltraRunner26 @hoka will you recommend this for daily [--] mile run" [X Link](https://x.com/ManthanTweets1/status/1819089486686703795) 2024-08-01T19:15Z [---] followers, [--] engagements "@AkashBh82704010 Allied Blenders And Distillers Ltd" [X Link](https://x.com/ManthanTweets1/status/1821663558620303612) 2024-08-08T21:43Z [---] followers, [--] engagements "@AkashBh82704010 I am willing to partner in research together. If we end up having few common scripts in PF this can come handy in reviewing quarterly concalls future exit entry top up etc decisions" [X Link](https://x.com/ManthanTweets1/status/1826697193916653797) 2024-08-22T19:05Z [---] followers, [--] engagements "@AkashBh82704010 You are missing largest point. Thousands of crs waiting to get in from FII. They have liquidated in last [--] years nonstop and finding ways to get in" [X Link](https://x.com/ManthanTweets1/status/1830208130573033674) 2024-09-01T11:36Z [---] followers, [--] engagements "@sillygooseflies Okay i saw they have one contract announcement of 350m to Maxar few days ago" [X Link](https://x.com/ManthanTweets1/status/1832036291245989933) 2024-09-06T12:41Z [---] followers, [---] engagements "Mr Market continues to hate $googl and now at 18x forward earnings 🤯🤯🤯🤯🤯 bit down my position entered at 155$. Thought I was getting it cheap but Market is supreme. $googl still not valued correctly at [---]. Should be at atleast 200$ $googl still not valued correctly at [---]. Should be at atleast 200$" [X Link](https://x.com/ManthanTweets1/status/1833199811048182023) 2024-09-09T17:44Z [---] followers, [---] engagements "@RahulSetty_ Rahul your take on $HIMS today's filing" [X Link](https://x.com/ManthanTweets1/status/1833263876085060008) 2024-09-09T21:59Z [---] followers, [---] engagements "@RealMattMoney @Fidelity same here" [X Link](https://x.com/ManthanTweets1/status/1833523703134728445) 2024-09-10T15:11Z [---] followers, [---] engagements "@RealMattMoney @Fidelity Sorry we can't complete this action right now. Please try again" [X Link](https://x.com/ManthanTweets1/status/1833523830209581104) 2024-09-10T15:12Z [---] followers, [---] engagements "Google Gemini is valued at [--] based on how Market is treating $GOOGL JUST IN: OpenAI is in talks to raise $6.5 billion from investors at a valuation of $150 billion. JUST IN: OpenAI is in talks to raise $6.5 billion from investors at a valuation of $150 billion" [X Link](https://x.com/ManthanTweets1/status/1833958956944789813) 2024-09-11T20:01Z [---] followers, [--] engagements "Thanks to you and @RahulSetty_ - entered at [-----] few days ago and now already 15% up. going to hold long this one. $HIMS back to being $HIMS 😪 $HIMS back to being $HIMS 😪" [X Link](https://x.com/ManthanTweets1/status/1834235539798528391) 2024-09-12T14:20Z [---] followers, [---] engagements "Guys do follow @RahulSetty_ for very accurate insights on USA equities Solid mix of fundamental investing with calculated risk mgmt. with strong understanding of numbers $SE $HIMS" [X Link](https://x.com/ManthanTweets1/status/1834237237543768149) 2024-09-12T14:26Z [---] followers, [----] engagements "Thats right on Redbull leadership to persist with Checo despite poor last season and even now not changing driver mid season. Inability to take risks in decision making McLaren have overtaken Red Bull in the lead for the Constructors Championship. McLaren - [---] Red Bull - [---] McLaren have overtaken Red Bull in the lead for the Constructors Championship. McLaren - [---] Red Bull - 456" [X Link](https://x.com/ManthanTweets1/status/1835379006465815026) 2024-09-15T18:03Z [---] followers, [--] engagements "@ChessbaseIndia is killing today Getting Guki Arjun and Pragg on live stream Wholesome moments overall with Women team coming back to get gold" [X Link](https://x.com/ManthanTweets1/status/1837844384303165689) 2024-09-22T13:20Z [---] followers, [--] engagements "@scotto2050 @BlackSky_Inc @sillygooseflies would this be positive to planet" [X Link](https://x.com/ManthanTweets1/status/1838687490074358259) 2024-09-24T21:10Z [---] followers, [---] engagements "@sillygooseflies @Jackson66482266 @KurtisVanKampen @scotto2050 @BlackSky_Inc hope in some conference this Q is asked to Will that how the hell they did not win even small portion in Luno A" [X Link](https://x.com/ManthanTweets1/status/1838945435706069151) 2024-09-25T14:15Z [---] followers, [--] engagements "@himshouse That means day before yesterday crash was planned event. To get in before this news Long term investing is only thing that can survive such manipulation" [X Link](https://x.com/ManthanTweets1/status/1842376902738059684) 2024-10-05T01:30Z [---] followers, [---] engagements "Fine with it but then Deva bhau must be HM of country Shah back as bjp president. Anything else is injustice to Deva bhau I think if NDA wins MH Modi/ Shah are likely to make Shinde again as CM I think if NDA wins MH Modi/ Shah are likely to make Shinde again as CM" [X Link](https://x.com/ManthanTweets1/status/1843618511492370709) 2024-10-08T11:44Z [---] followers, [--] engagements "@AkashBh82704010 any near by event in china" [X Link](https://x.com/ManthanTweets1/status/1846952803077415052) 2024-10-17T16:33Z [----] followers, [--] engagements "@anandragn Okay. Have you posted some of your thoughts on what parameters they are lacking for you to get in Is it valuation or market share fear or growth Appreciate if you can post some more thoughts on $TMDX as long term investment thesis. Risk and reward" [X Link](https://x.com/ManthanTweets1/status/1852007532039950490) 2024-10-31T15:19Z [----] followers, [---] engagements "@anandragn You are obviously not required to respond as it takes time. Asked just bcz you been posting a lot on $TMDX and thought you may be interested but at 70s" [X Link](https://x.com/ManthanTweets1/status/1852007712768364637) 2024-10-31T15:20Z [----] followers, [---] engagements "@Finstor85 Hello Ameya not sure if you invest in US equities but in case you do I suggest you take a look at $TMDX. been down almost 50% from ATH and still very innovative business with good moat" [X Link](https://x.com/ManthanTweets1/status/1854223877506785383) 2024-11-06T18:06Z [---] followers, [---] engagements "@sv_techie @sreekanti @Google @dvellante @Finstor85 do you know why google is not going for commercialization of their TPUs (hardware) I understand it is not as powerful as NVIDIA GPUs but it serves lot of mid level purposes. Is keeping it to Google gives them good adv over AWS and Azure on cost" [X Link](https://x.com/ManthanTweets1/status/1854317220068786438) 2024-11-07T00:17Z [---] followers, [--] engagements "@sillygooseflies @UltraRunner26 do you have any rough idea if PL wins Luno B how much would be their portion" [X Link](https://x.com/ManthanTweets1/status/1854566473320006037) 2024-11-07T16:47Z [---] followers, [--] engagements "Another one from @RahulSetty_ & @mvcinvesting duo They are on fire $HIMS and now $GRAB Thank you guys. $GRAB just crossed $5/share in after-hours trading up 14%. 🔥 I've been saying repeatedly that if I had spare cash I'd be 100% committed to building a sizable position in $GRAB. This is just the beginning imo. https://t.co/OFcw831i00 $GRAB just crossed $5/share in after-hours trading up 14%. 🔥 I've been saying repeatedly that if I had spare cash I'd be 100% committed to building a sizable position in $GRAB. This is just the beginning imo. https://t.co/OFcw831i00" [X Link](https://x.com/ManthanTweets1/status/1856111000115646705) 2024-11-11T23:05Z [---] followers, [----] engagements "@_JaxCapital Based on your sarcastic ask I am glad we didnt engage earlier. I would never make fun of someone investment decisions. Market humbles everyone. I moved my PL investment into $GRAB and I am rewarded well. Happy Investing. And I wish your $PL investment makes fantastic returns" [X Link](https://x.com/ManthanTweets1/status/1856856540084335003) 2024-11-14T00:27Z [---] followers, [---] engagements "@_JaxCapital @RahulSetty_ @mvcinvesting Thank you. $HIMS is my quickest 2X in investing career. Grateful for some good people here to bring it to my attention at 13$ [--] months back" [X Link](https://x.com/ManthanTweets1/status/1856872876861018185) 2024-11-14T01:32Z [---] followers, [---] engagements "@LogicalThesis @FrameworkWisely @AndrewP64090323 You have been very practical about your thesis on $TMDX in context of this may be dead money for some short time but my understanding is you are long term bullish on this. is it correct appreciate your view from long term perspective with growth ahead" [X Link](https://x.com/ManthanTweets1/status/1864767848175841738) 2024-12-05T20:24Z [--] followers, [----] engagements "@UltraRunner26 @Bart_Suchocki @matthow70468158 Thank you for saying this loud and clear I have seen people mocking me for exiting $PL at loss. Made me think should I have made it public at all but than I think about people like you Adams etc who are here to do meaningful conversations than throwing mud around" [X Link](https://x.com/ManthanTweets1/status/1865123549037432988) 2024-12-06T19:58Z [--] followers, [---] engagements "@RahulSetty_ @LoRezTrader $TMDX guides FY25 Rev +20-25% over midpoint of FY24 guide (implies $516-537.5M vs FS $540.6M) Investor day Stock had big red candle moment this came [--] to 66" [X Link](https://x.com/ManthanTweets1/status/1866554688902140070) 2024-12-10T18:44Z [--] followers, [---] engagements "@AkashBh82704010 Trump in office during this term helps to drive such reform but people of India faltered at very important timing on June 4th. wish we had 350+ this term" [X Link](https://x.com/ManthanTweets1/status/1866567395730399686) 2024-12-10T19:35Z [--] followers, [--] engagements "@LogicalThesis Looking forward to your review of investors day presentation It was indeed very detailed one. Market wanted immediate growth catalyst. They are talking abt 20-25% for fy25 which obviously market did not like but they gave lot of information going fwd Long term looked good" [X Link](https://x.com/ManthanTweets1/status/1866582536387805451) 2024-12-10T20:35Z [---] followers, [----] engagements "@_JaxCapital Google. Had short term position at 150$ and just too much noise around made me sell it at same price. glad I did not not touched my long term position. would have been nice gain if I had avoided social media noise" [X Link](https://x.com/ManthanTweets1/status/1868669360996548675) 2024-12-16T14:47Z [--] followers, [--] engagements "$GOOGL approaching [---] 2X in less than [--] years. To Celebrate the winner purchased Gemini Pro for a month :) Crazy that it is still hugely undervalued. Thanks to some amazing people like @SixSigmaCapital @Greg_Speicher for their insights which helped to build conviction" [X Link](https://x.com/ManthanTweets1/status/1868733520191115640) 2024-12-16T19:02Z [---] followers, [---] engagements "@WealthyReadings @Moe_Shaltout if next gen OCS takes this to [--] hour window would it not completely monopolize long distance transplants and than they can offer current version of OCS for short distance at cheaper rate and next gen at higher rate for long distance" [X Link](https://x.com/ManthanTweets1/status/1869403214665449703) 2024-12-18T15:23Z [---] followers, [--] engagements "@WealthyReadings @DataDInvesting well $HIMS was about to launch that medicine and had accidently posted about it later deleted" [X Link](https://x.com/ManthanTweets1/status/1869756641186652556) 2024-12-19T14:48Z [---] followers, [---] engagements "@WealthyReadings @DataDInvesting yes I sold 80% holdings at 29.5$ and wished to enter back at [--] but now confused. :) $HIMS is most entertaining stock" [X Link](https://x.com/ManthanTweets1/status/1869757757425094701) 2024-12-19T14:52Z [---] followers, [---] engagements "@WealthyReadings I dont have vibe of brand anymore. Like for running shoe I moved to Hoka from Nike and its pretty good. Like that variety of small brands emerging on and people trying them out. Just consumer standpoint this view is" [X Link](https://x.com/ManthanTweets1/status/1870091306804163040) 2024-12-20T12:58Z [----] followers, [--] engagements "@Brian_Stoffel_ @Moe_Shaltout has some strong thoughts on this data and has countered with quite a long threads on this timeline" [X Link](https://x.com/ManthanTweets1/status/1870134177732989183) 2024-12-20T15:48Z [---] followers, [---] engagements "@UltraRunner26 Sending healing vibes your way for a speedy recovery. hang in there focus on the laser therapy and you'll be back on the trails before you know it We'll all be here cheering you on" [X Link](https://x.com/ManthanTweets1/status/1870146429160759779) 2024-12-20T16:37Z [---] followers, [--] engagements "@SCHDETF @capecodkitty65 Thank you t Are you planning share your view on recent balancing given their new top holding is interesting $PFE 6.5% yield but quite a infamous name" [X Link](https://x.com/ManthanTweets1/status/1872394296688873847) 2024-12-26T21:29Z [---] followers, [--] engagements "Will Indian cricket ever obsess on team over individual superstars If Rahane and Pujaras test career were forced closed why cant be done with Rohit and Kohlis This practice of non action on money making or high PR player will ever end" [X Link](https://x.com/ManthanTweets1/status/1872493497582059625) 2024-12-27T04:03Z [---] followers, [--] engagements "@Gaurav51289 @RobinhoodApp I have this feature since [--] year in fidelity Not sure why everyone here is so excited that this is novel" [X Link](https://x.com/ManthanTweets1/status/1872754925643722932) 2024-12-27T21:22Z [---] followers, [--] engagements "Obsession with individual legacies over the team's success Story of Indian cricket since [--] decades #Kohli #Rohit #BGT2024" [X Link](https://x.com/ManthanTweets1/status/1873555684333351277) 2024-12-30T02:24Z [---] followers, [--] engagements "@seekvalue1990 Great work man Thank you. I suggest creating discord group for $TMDX investors and lets share our analysis discussion etc in greater detail. We can also share cost of such subscription that you bought to track flight data. Its win win for everyone" [X Link](https://x.com/ManthanTweets1/status/1874812117851021320) 2025-01-02T13:36Z [---] followers, [---] engagements "@seekvalue1990 I think what market and analyst was unsure of how [----] numbers would shape up I think crash was not reducing guidance by just few millions but lack of visibility of [----] growth. my belief is once we see Jan doing at pace of dec in flight count we will see significant 1/2" [X Link](https://x.com/ManthanTweets1/status/1875215736723157189) 2025-01-03T16:20Z [---] followers, [----] engagements "@SixSigmaCapital if I may ask how is your $TMDX conviction is it long play or your theory of cashing out gains and continue average down also did you entered recently" [X Link](https://x.com/ManthanTweets1/status/1875219676021882966) 2025-01-03T16:36Z [---] followers, [----] engagements "@Nietschecapital I think [--] if flight data continues the trend Earnings will be around 24feb so we will have almost [--] months of flight data" [X Link](https://x.com/ManthanTweets1/status/1876387210012057725) 2025-01-06T21:55Z [---] followers, [---] engagements "@JackH95116113 Based on $NARI valuation tomorrow should be massive day" [X Link](https://x.com/ManthanTweets1/status/1876429796726775870) 2025-01-07T00:45Z [---] followers, [---] engagements "@jfais20 This is as per current tech they have. They have presented in investor day about what will drive next phase of growth. There are few strong drivers and improvements. For example they are working to bring ocs to larger durability time means organ life in ocs will increase a lot" [X Link](https://x.com/ManthanTweets1/status/1878480541575426089) 2025-01-12T16:33Z [---] followers, [----] engagements "$TMDX continues great run in January reaching [---] flights as of today morning [--] AM. Now averaging above [--] flights per day so January should be above [---] flights Dec was [---] and Nov was [---]. Meanwhile they are close to [---] flights as of today morning [--] AM for January. Continuing their December run rate of [--] flights per day. $TMDX https://t.co/2lkMrRWnwJ Meanwhile they are close to [---] flights as of today morning [--] AM for January. Continuing their December run rate of [--] flights per day. $TMDX https://t.co/2lkMrRWnwJ" [X Link](https://x.com/anyuser/status/1878803820517744856) 2025-01-13T13:58Z [----] followers, 38.3K engagements "3600 to 3700+ transplant and Banner Quarter will just leave this at here $TMDX" [X Link](https://x.com/ManthanTweets1/status/1878936888238813460) 2025-01-13T22:47Z [---] followers, [----] engagements "and just like that we are up 9% AH LTFG $TMDX [----] to 3700+ transplant and Banner Quarter will just leave this at here $TMDX [----] to 3700+ transplant and Banner Quarter will just leave this at here $TMDX" [X Link](https://x.com/ManthanTweets1/status/1878938875231674840) 2025-01-13T22:55Z [---] followers, [----] engagements "Weekly flight updates make sense but this is tough time and we need to debunk the short thesis #TMDX continues great flight run rate in January $TMDX continues great run in January reaching [---] flights as of today morning [--] AM. Now averaging above [--] flights per day so January should be above [---] flights Dec was [---] and Nov was [---]. https://t.co/DTRxLq1jCm $TMDX continues great run in January reaching [---] flights as of today morning [--] AM. Now averaging above [--] flights per day so January should be above [---] flights Dec was [---] and Nov was [---]. https://t.co/DTRxLq1jCm" [X Link](https://x.com/anyuser/status/1879546096202170744) 2025-01-15T15:08Z [----] followers, 33K engagements "$TMDX - [--] flights in a day last [--] days run rate [--]. Projected Month [---] That is almost 7% increase MoM. Looking forward to Q1 Guidance *Note - New plane acquired in mid Jan has probably started operations highlighting it with yellow as we wait for confirmation. #TMDX had a great run of flights sine last few days We can see upward trend in second image on MoM flights. https://t.co/x0bdHPkh0p #TMDX had a great run of flights sine last few days We can see upward trend in second image on MoM flights. https://t.co/x0bdHPkh0p" [X Link](https://x.com/anyuser/status/1883873422742348219) 2025-01-27T13:43Z [----] followers, 50.7K engagements "$TMDX 🚀🚀🚀🚀🚀 30% increase in flight data than November and 8% compared to December. $TMDX - [--] flights in a day last [--] days run rate [--]. Projected Month [---] That is almost 7% increase MoM. Looking forward to Q1 Guidance *Note - New plane acquired in mid Jan has probably started operations highlighting it with yellow as we wait for confirmation. https://t.co/cYqdchRgdg $TMDX - [--] flights in a day last [--] days run rate [--]. Projected Month [---] That is almost 7% increase MoM. Looking forward to Q1 Guidance *Note - New plane acquired in mid Jan has probably started operations highlighting it" [X Link](https://x.com/anyuser/status/1884592150941192215) 2025-01-29T13:19Z [----] followers, 36.4K engagements "You get lot of investing ideas from good people on X and apply your investing principles and checklist before buying. Spend considerable time studying and sometime just observing borrowed conviction rarely works My $HIMS position is 3X today 1/2 In light of a recent reply I received just want to note that Im just a guy and these are my opinions that are subject to change. The best investors are right 60%+ of the time and Im no exception even if they sound well-thought out at the time. Do your own work to manage your In light of a recent reply I received just want to note that Im just a guy" [X Link](https://x.com/ManthanTweets1/status/1885371900903170144) 2025-01-31T16:57Z [---] followers, [----] engagements "@WealthyReadings I doubled down at 155$ couple of months back but continuous drubbing of DOJ+Search+Culture+AI succeeded to break my conviction and I sold it with marginal gains. but lesson learned did not repeat same mistake in $HIMS" [X Link](https://x.com/ManthanTweets1/status/1886897947490533857) 2025-02-04T22:01Z [---] followers, [---] engagements "@arvind_barmer 😂" [X Link](https://x.com/ManthanTweets1/status/1888111622121521294) 2025-02-08T06:24Z [---] followers, [---] engagements "204 flights as of today morning. with averaging [--] days. $TMDX. Expecting to pick up pace to close 650+ in Feb. $TMDX closes record breaking month of January with [---] flights - up 6% from Dec and 28% from Nov. Starts February with a bang with [--] flights already done (28 days month). https://t.co/13TNuFhOL6 $TMDX closes record breaking month of January with [---] flights - up 6% from Dec and 28% from Nov. Starts February with a bang with [--] flights already done (28 days month). https://t.co/13TNuFhOL6" [X Link](https://x.com/anyuser/status/1889311496603083159) 2025-02-11T13:52Z [----] followers, 20.1K engagements "$TMDX Feb is now almost at December run rate. [---] flights with [----] avg. Last [--] days delivered [--] flights. This entire to & from data is public and can be assessed easily to find out where planes are going. Look at N287TX activity for example. Looking forward to [--] Feb [--] PM. Those wondering avg flight is down from Jan at mid Jan - run rate was [--] but it ended up at [----]. Yesterday we had [--] flights in [--] hours. 2-3 more such days and we will be at [--] again. Total now [---] with avg bumping to [----] from [----] $TMDX Those wondering avg flight is down from Jan at mid Jan - run rate was [--] but it" [X Link](https://x.com/anyuser/status/1892935493202874873) 2025-02-21T13:52Z [----] followers, 19.5K engagements "24 flights in last [--] hours. If we finish month the way last [--] days have gone Feb will overcome December run-rate. $TMDX $TMDX Feb is now almost at December run rate. [---] flights with [----] avg. Last [--] days delivered [--] flights. This entire to & from data is public and can be assessed easily to find out where planes are going. Look at N287TX activity for example. Looking forward to [--] Feb [--] PM. https://t.co/nqm0o09Jyy $TMDX Feb is now almost at December run rate. [---] flights with [----] avg. Last [--] days delivered [--] flights. This entire to & from data is public and can be assessed easily to find" [X Link](https://x.com/anyuser/status/1893305042154684876) 2025-02-22T14:21Z [----] followers, 12.7K engagements "$TMDX [--] flights in last [--] hours Last [--] days [---] taking avg from [----] to [--]. We are exactly at December rate. [----] flights in Q1 with average rate of all Q1 days so far which is 16% up from Q4 Q4 is projected to be around 115-120m with [----] flights. What is Q1 projection [--] flights in last [--] hours. If we finish month the way last [--] days have gone Feb will overcome December run-rate. $TMDX https://t.co/CIPxcvrqta [--] flights in last [--] hours. If we finish month the way last [--] days have gone Feb will overcome December run-rate. $TMDX https://t.co/CIPxcvrqta" [X Link](https://x.com/anyuser/status/1894023905175540033) 2025-02-24T13:57Z [----] followers, 24.6K engagements "$TMDX Can we close Feb at better rate than December We already ahead now. $TMDX [--] flights in last [--] hours Last [--] days [---] taking avg from [----] to [--]. We are exactly at December rate. [----] flights in Q1 with average rate of all Q1 days so far which is 16% up from Q4 Q4 is projected to be around 115-120m with [----] flights. What is Q1 projection https://t.co/BI0PIV7ucf $TMDX [--] flights in last [--] hours Last [--] days [---] taking avg from [----] to [--]. We are exactly at December rate. [----] flights in Q1 with average rate of all Q1 days so far which is 16% up from Q4 Q4 is projected to be around" [X Link](https://x.com/anyuser/status/1894374205510066329) 2025-02-25T13:09Z [----] followers, [----] engagements "First Short report was alleging fraud and since it did not work has moved to competition angle. Competition is always long thesis and story evolve over the time on both side. $TMDX has many growth drivers and most imp have established ecosystem to scale very big. $TMDX @ScorpionFund is now promoting OrganOx the same company they mistakenly linked an article to that actually causes cradle marks on organs. Cant make this up. @SECGov https://t.co/9s36VL4cIA $TMDX @ScorpionFund is now promoting OrganOx the same company they mistakenly linked an article to that actually causes cradle marks on" [X Link](https://x.com/ManthanTweets1/status/1894781524072911038) 2025-02-26T16:08Z [---] followers, [----] engagements "@HighBetaBrendan I am expecting these posts to go down post ER actually I am not going to post daily flight numbers. This is not easy time for $TMDX investors and we are sharing retail our conviction based on flight and OPTN data. for example we are not expecting 40% growth in FY25 but 25-30%" [X Link](https://x.com/ManthanTweets1/status/1894789913591062814) 2025-02-26T16:41Z [---] followers, [---] engagements "$TMDX Short seller said hiring has collapsed based on LinkedIn data. Meanwhile LinkedIn has [--] new job posting since yesterday total 24" [X Link](https://x.com/anyuser/status/1894806084986044731) 2025-02-26T17:45Z [----] followers, [----] engagements "There you go $TMDX Cost part will be even moment OrganOx scale and address all the problems $TMDX faced and solved by implementing NOP and in-house aviation. $TMDX drives the transplant volume bcz of added MOAT they have apart from OCS. Also $TMDX has next gen OCS coming 🚨⚠ $TMDX SCORPION CAPITAL (@ScorpionFund) ATTACKS TRANSMEDICS AGAIN [--] DAY BEFORE THE Q4 ER 🦂🩸 HAS GONE FROM ACCUSING TRANSMEDICS OF FRAUD TO SAYING IT FACES INCREASING COMPETITION📈 BUT IS ORGANOX REALLY BETTER WHAT DO THE DATA SAY🧐 HERE I ATTACH A SUMMARY TABLE 👇👇 https://t.co/0UJBSuJ8b2 🚨⚠ $TMDX SCORPION CAPITAL" [X Link](https://x.com/anyuser/status/1894835438944170109) 2025-02-26T19:42Z [----] followers, [----] engagements "@fundam_inv you sold $TMDX not sure if you were long earlier" [X Link](https://x.com/ManthanTweets1/status/1894838481186074921) 2025-02-26T19:54Z [---] followers, [---] engagements "$TMDX Final update before ER. On track for strong Q1. $TMDX [--] flights in last [--] hours Last [--] days [---] taking avg from [----] to [--]. We are exactly at December rate. [----] flights in Q1 with average rate of all Q1 days so far which is 16% up from Q4 Q4 is projected to be around 115-120m with [----] flights. What is Q1 projection https://t.co/BI0PIV7ucf $TMDX [--] flights in last [--] hours Last [--] days [---] taking avg from [----] to [--]. We are exactly at December rate. [----] flights in Q1 with average rate of all Q1 days so far which is 16% up from Q4 Q4 is projected to be around 115-120m with 1759" [X Link](https://x.com/anyuser/status/1895112174827381045) 2025-02-27T14:02Z [----] followers, 28.2K engagements "$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. $520M (BEAT ✅)🚀" [X Link](https://x.com/anyuser/status/1895219465438261575) 2025-02-27T21:08Z [----] followers, 39.9K engagements "$TMDX Very strong start to March Now focusing on Quarter level trend" [X Link](https://x.com/anyuser/status/1896239080054345733) 2025-03-02T16:40Z [----] followers, [----] engagements "$TMDX Monster start to March if we can just maintain [--] flights per day from now to month end we get [----] flights which is 16% up from Q4. Reduce the noise around and focus on Quarter level trend as we close Q1 in [--] weeks. $TMDX Final update before ER. On track for strong Q1. https://t.co/iH8wtODKo4 $TMDX Final update before ER. On track for strong Q1. https://t.co/iH8wtODKo4" [X Link](https://x.com/anyuser/status/1896555099423686853) 2025-03-03T13:35Z [----] followers, 29.6K engagements "@RahulSetty_ lol any chance for you to get back to $TMDX we go down together than" [X Link](https://x.com/ManthanTweets1/status/1896666556932993220) 2025-03-03T20:58Z [---] followers, [---] engagements "$TMDX While stock price has different plan company continues to execute at decent pace in Q1. Analyst estimate is $123m for Q1 They did $121.6m with 16% less flights $TMDX Monster start to March if we can just maintain [--] flights per day from now to month end we get [----] flights which is 16% up from Q4. Reduce the noise around and focus on Quarter level trend as we close Q1 in [--] weeks. https://t.co/lc9qAajo7X $TMDX Monster start to March if we can just maintain [--] flights per day from now to month end we get [----] flights which is 16% up from Q4. Reduce the noise around and focus on Quarter" [X Link](https://x.com/anyuser/status/1896931232170353100) 2025-03-04T14:30Z [----] followers, 33.5K engagements "@ije1212 Absolutely nothing. They even make ocs in usa. Their competition is not us companies so it benefits them actually" [X Link](https://x.com/ManthanTweets1/status/1896956542815248445) 2025-03-04T16:10Z [---] followers, [---] engagements "$TMDX Imp points TMDX makes OCS in USA so no direct tariffs impact 2) TMDX is totally recession proof. More Donors More Transplant simple as that. Transplant industry can not survive without reimbursement. This is weakest part of bear thesis. Waleed covered this at length yday $TMDX While stock price has different plan company continues to execute at decent pace in Q1. Analyst estimate is $123m for Q1 They did $121.6m with 16% less flights https://t.co/tJ3e4tKlXD $TMDX While stock price has different plan company continues to execute at decent pace in Q1. Analyst estimate is $123m for Q1 They" [X Link](https://x.com/anyuser/status/1896967174209855540) 2025-03-04T16:53Z [----] followers, 12.9K engagements "Here goes $HIMS glp1 compounding business. Next move will be offering more dosages that takes out any scope of personalization @paulcerro $NVO *NOVO NORDISK'S WEGOVY OFFER FOR UNINSURED PATIENTS SOME OTHERS *NOVO NORDISK OFFERING WEGOVY AT LOWERED COST OF $499 PER MONTH cc $LLY $NVO *NOVO NORDISK'S WEGOVY OFFER FOR UNINSURED PATIENTS SOME OTHERS *NOVO NORDISK OFFERING WEGOVY AT LOWERED COST OF $499 PER MONTH cc $LLY" [X Link](https://x.com/ManthanTweets1/status/1897274031361155113) 2025-03-05T13:12Z [---] followers, [----] engagements "$TMDX Updated Flight data. $TMDX While stock price has different plan company continues to execute at decent pace in Q1. Analyst estimate is $123m for Q1 They did $121.6m with 16% less flights https://t.co/tJ3e4tKlXD $TMDX While stock price has different plan company continues to execute at decent pace in Q1. Analyst estimate is $123m for Q1 They did $121.6m with 16% less flights https://t.co/tJ3e4tKlXD" [X Link](https://x.com/anyuser/status/1898012482410516548) 2025-03-07T14:06Z [----] followers, 45.2K engagements "@WealthyReadings @FI_Wagz will be very happy if you get onboard been difficult days as $TMDX long but we have gone through much tougher time so this is relatively easy" [X Link](https://x.com/ManthanTweets1/status/1898131536676782297) 2025-03-07T21:59Z [---] followers, [---] engagements "$TMDX I have been tracking the flights since [--] months and I have never seen $TMDX planes going absolutely nuts [---] flights in [--] days breaking all previous record How many lives saved in a single weekend Q1 is going to be huge beat for sure now $TMDX Updated Flight data. https://t.co/y1Pg4Nc5ZV $TMDX Updated Flight data. https://t.co/y1Pg4Nc5ZV" [X Link](https://x.com/anyuser/status/1899087787111940471) 2025-03-10T13:19Z [----] followers, 146.3K engagements "$TMDX March madness continues With very strong DCD Liver data released yesterday which is 8% up MoM we are set for monster March $TMDX I have been tracking the flights since [--] months and I have never seen $TMDX planes going absolutely nuts [---] flights in [--] days breaking all previous record How many lives saved in a single weekend Q1 is going to be huge beat for sure now https://t.co/z5zz1bOJiq $TMDX I have been tracking the flights since [--] months and I have never seen $TMDX planes going absolutely nuts [---] flights in [--] days breaking all previous record How many lives saved in a single weekend" [X Link](https://x.com/anyuser/status/1899811045226492280) 2025-03-12T13:13Z [----] followers, 45.4K engagements "$TMDX I wonder how come street is not seeing this 19% more flights than Q4 #MarchMadness $TMDX March madness continues With very strong DCD Liver data released yesterday which is 8% up MoM we are set for monster March https://t.co/BFissuaegI $TMDX March madness continues With very strong DCD Liver data released yesterday which is 8% up MoM we are set for monster March https://t.co/BFissuaegI" [X Link](https://x.com/anyuser/status/1900519827258703972) 2025-03-14T12:10Z [----] followers, 10.9K engagements "$TMDX [---] flights in last [--] days March continues to above [--] average. Very much likely to close at 21-22% more flights QOQ. $TMDX [--] flights in [--] hours Average maintained above [--] [--] more days to go https://t.co/qTSoMmHvDk $TMDX [--] flights in [--] hours Average maintained above [--] [--] more days to go https://t.co/qTSoMmHvDk" [X Link](https://x.com/anyuser/status/1904158822916133347) 2025-03-24T13:10Z [----] followers, 15.1K engagements "Days like today is gift Accumulate slowly in small batches It may not be bottom but if you dont buy today when you will Added small batch of $Googl & $Hims" [X Link](https://x.com/ManthanTweets1/status/1905697073707786700) 2025-03-28T19:02Z [----] followers, [---] engagements "$TMDX Race to 100$ before April end begins from today $TMDX In this environment $TMDX is the only company that has already guaranteed earnings beat and now on to raise the guidance given strong start to Q2 April is outperforming March by some distance They release new heart/lung OCS designs at ISHLT on April 27th https://t.co/Wg22m1Qush $TMDX In this environment $TMDX is the only company that has already guaranteed earnings beat and now on to raise the guidance given strong start to Q2 April is outperforming March by some distance They release new heart/lung OCS designs at ISHLT on April 27th" [X Link](https://x.com/anyuser/status/1910045297830490541) 2025-04-09T19:01Z [----] followers, [----] engagements "$TMDX April continues the strong run-rate of flights throughout the week At this rate Raise in guidance looks inevitable Wish we can fast forward to ISHLT and earnings day. $TMDX In this environment $TMDX is the only company that has already guaranteed earnings beat and now on to raise the guidance given strong start to Q2 April is outperforming March by some distance They release new heart/lung OCS designs at ISHLT on April 27th https://t.co/Wg22m1Qush $TMDX In this environment $TMDX is the only company that has already guaranteed earnings beat and now on to raise the guidance given strong" [X Link](https://x.com/anyuser/status/1910317285924884671) 2025-04-10T13:01Z [----] followers, 40.3K engagements "$TMDX Show begins @JackH95116113 @JackH95116113 warned you every single day leading to Q4 earnings. You did not listen. You got benefit of Tariff crash still You did not listen. Now we are heading to Q1 and ISHLT. FACE the CARNAGE Shorts while watching the $TMDX price 👇👇👇 https://t.co/OkcxZ1kKLB @JackH95116113 warned you every single day leading to Q4 earnings. You did not listen. You got benefit of Tariff crash still You did not listen. Now we are heading to Q1 and ISHLT. FACE the CARNAGE Shorts while watching the $TMDX price 👇👇👇 https://t.co/OkcxZ1kKLB" [X Link](https://x.com/anyuser/status/1911799356006465954) 2025-04-14T15:11Z [----] followers, 13.7K engagements "@WealthyReadings I have entire math done at great detail and I must say you are way off here. It doesnt matter as results will be out in [--] weeks but something to introspect for you how you are getting such a low number for q1. It will be no less than 135m" [X Link](https://x.com/ManthanTweets1/status/1912147588943347807) 2025-04-15T14:14Z [----] followers, [---] engagements "$TMDX My Q1 Earning projection using DCD transplant data if a company beats wall street estimate by double digit and raise guidance what should be AH pump This will happen after revealing next gen heart and lung OCS design at ISHLT Very promising next [--] weeks for longs $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" [X Link](https://x.com/anyuser/status/1912932982916055148) 2025-04-17T18:15Z [----] followers, 36.8K engagements "Legend @POLR_Investing predicting 140m Q1 for $TMDX 🚀🚀🚀 $TMDX Q1 Revenue Estimate I am estimating $140m for $TMDX based on a triangulation of flight and DCD data. I think that is the floor. Would not be surprised with $145m. $140m would be $15m or 15% higher than analyst est. and would put them on pace to do $600m+ in FY revenue https://t.co/PX7Y2wpO80 $TMDX Q1 Revenue Estimate I am estimating $140m for $TMDX based on a triangulation of flight and DCD data. I think that is the floor. Would not be surprised with $145m. $140m would be $15m or 15% higher than analyst est. and would put them" [X Link](https://x.com/anyuser/status/1914282128436613576) 2025-04-21T11:36Z [----] followers, [----] engagements "$TMDX @JackH95116113 warned you every single day leading to Q4 earnings. You did not listen. You got benefit of Tariff crash still You did not listen. Now we are heading to Q1 and ISHLT. FACE the CARNAGE Shorts while watching the $TMDX price 👇👇👇 https://t.co/OkcxZ1kKLB @JackH95116113 warned you every single day leading to Q4 earnings. You did not listen. You got benefit of Tariff crash still You did not listen. Now we are heading to Q1 and ISHLT. FACE the CARNAGE Shorts while watching the $TMDX price 👇👇👇 https://t.co/OkcxZ1kKLB" [X Link](https://x.com/anyuser/status/1914683819094954179) 2025-04-22T14:12Z [----] followers, 12.4K engagements "@KabraxFX @RensingTrades Imo I wont compare them. Grab is south east asia play just having some diversification out of usa" [X Link](https://x.com/ManthanTweets1/status/1914726721959448885) 2025-04-22T17:03Z [----] followers, [--] engagements "$TMDX Thursday May [--] [----] [----] PM ET Waleed to shorts $TMDX My Q1 Earning projection using DCD transplant data if a company beats wall street estimate by double digit and raise guidance what should be AH pump This will happen after revealing next gen heart and lung OCS design at ISHLT Very promising next [--] weeks for longs https://t.co/DuMy5LcJAF $TMDX My Q1 Earning projection using DCD transplant data if a company beats wall street estimate by double digit and raise guidance what should be AH pump This will happen after revealing next gen heart and lung OCS design at ISHLT Very promising next" [X Link](https://x.com/anyuser/status/1915503176536740253) 2025-04-24T20:28Z [----] followers, 10.9K engagements "$TMDX April flight data is up 9% over March & 18% over Jan. Solid dominance in Liver while similar results to come in heart & lung with new OCS designs that will be revealed Monday afternoon at ISHLT. Today is last day before street realize they are sleeping on giant in making $TMDX [---] flights in [--] days While street is waiting for Q1 earnings Waleed and his team has already moved to deliver even stronger Q2 [---] flights in April with run rate of [--] flights a day https://t.co/BJOlxeDksB $TMDX [---] flights in [--] days While street is waiting for Q1 earnings Waleed and his team has already moved to" [X Link](https://x.com/anyuser/status/1915738751847879040) 2025-04-25T12:04Z [----] followers, 19.3K engagements "@Daddy2024 Earlier they said it will be [---] total patients for trial. now at ISHLT I heard its 1000+. trial brings some revenue. we will get more info in earnings call. they wont share this in ISHLT as its medical conference" [X Link](https://x.com/ManthanTweets1/status/1917224095948697806) 2025-04-29T14:26Z [----] followers, [---] engagements "$TMDX April final count - [---]. Up 6.3% over March and up 20% over Q1 average. Record month We already have [--] flights registered for May 1st.Since Q3 slowdown we have been gaining steadily April DCD data is going to be record breaking $TMDX [--] - [--] flights in last [--] hours April likely to close around [---] [--] - At ISHLT TMDX revealed new designs & confirmed 2X than original trial count increasing trial revenue for 18-24 months duration [--] - Trial approval is still pending with FDA and expecting to receive soon https://t.co/9eHN06tnKV $TMDX [--] - [--] flights in last [--] hours April likely to close" [X Link](https://x.com/anyuser/status/1917930831189885129) 2025-05-01T13:15Z [----] followers, 21.5K engagements "$TMDX [---] flights in first [--] days of May Q2 daily run rate is [-----] vs [-----] of Q1 At this pace we will have [----] flights which is 21% over Q1. While street has still not realized scale of Q [--] beat we are heading towards stronger Q2 @POLR_Investing time for April DCD data $TMDX April final count - [---]. Up 6.3% over March and up 20% over Q1 average. Record month We already have [--] flights registered for May 1st.Since Q3 slowdown we have been gaining steadily April DCD data is going to be record breaking https://t.co/UbjbiMjlR7 $TMDX April final count - [---]. Up 6.3% over March and up 20% over" [X Link](https://x.com/anyuser/status/1919373428089323554) 2025-05-05T12:47Z [----] followers, 36.6K engagements "$GRAB JUST IN: $GOTO announces that [--] key board members have resigned. All resignees will remain in position until their registrations are accepted by shareholders at the companys upcoming Annual General Meeting. https://t.co/iN07DaVTSw JUST IN: $GOTO announces that [--] key board members have resigned. All resignees will remain in position until their registrations are accepted by shareholders at the companys upcoming Annual General Meeting. https://t.co/iN07DaVTSw" [X Link](https://x.com/ManthanTweets1/status/1919422313486802995) 2025-05-05T16:01Z [----] followers, [----] engagements "@WealthyReadings dividing guidance by [--] that means rest of Qtr is flat that is so bearish and never seen anyone taking yearly guide this way they beat original guide of last year which they kept raising and at one point it got difficult but eventually they almost beat it" [X Link](https://x.com/ManthanTweets1/status/1920109468336918736) 2025-05-07T13:32Z [----] followers, [---] engagements "@Nietschecapital Bro wont hols gems like hims or tmdx long term but flnc is long term" [X Link](https://x.com/ManthanTweets1/status/1920221426239291872) 2025-05-07T20:57Z [----] followers, [---] engagements "@rynmrnt @Nietschecapital on a serious note it is actually long term opportunity" [X Link](https://x.com/ManthanTweets1/status/1920241656818729148) 2025-05-07T22:17Z [----] followers, [--] engagements "$TMDX JUST REPORTED EARNINGS *Q1 REVENUE $143.5M EST. $123.39M (HUGE BEAT ✅) *Q1 EPS [-----] EST [-----] (HUGE BEAT ✅) RAISES [----] FULL YEAR GUIDE to $ 565M-$585M FROM $520M-$552M (HUGE RAISE✅) Thank you Waleed. Thank you TransMedics. This victory feels so personal $TMDX reports after market close on May 8th Thursday. Market's consensus Revenue $123.39M My Range $136.5M-$144.2M derived using Q1 DCD data and Q4 earnings report. 30% short interest $TMDX reports after market close on May 8th Thursday. Market's consensus Revenue $123.39M My Range $136.5M-$144.2M derived using Q1 DCD data and Q4" [X Link](https://x.com/anyuser/status/1920571829359378888) 2025-05-08T20:09Z [----] followers, 68.6K engagements "$TMDX Flights continues to be strong in month of May. We had [--] flights in last [--] days. Its important to focus on Q2 level trend now which is going very strong compare to Q1. $TMDX [---] flights in first [--] days of May Q2 daily run rate is [-----] vs [-----] of Q1 At this pace we will have [----] flights which is 21% over Q1. While street has still not realized scale of Q [--] beat we are heading towards stronger Q2 @POLR_Investing time for April DCD data https://t.co/t2J9kAsIPb $TMDX [---] flights in first [--] days of May Q2 daily run rate is [-----] vs [-----] of Q1 At this pace we will have [----] flights which" [X Link](https://x.com/anyuser/status/1921579316430651782) 2025-05-11T14:53Z [----] followers, 31.3K engagements "@prometheus_eq @Daddy2024 @JonahLupton that is factored in guide no clearly said guide takes that in account. now if that does not happen imagine where this earning will go" [X Link](https://x.com/ManthanTweets1/status/1921590571698704402) 2025-05-11T15:37Z [----] followers, [---] engagements "$TMDX April DCD data is out. April had [---] DCD Liver Transplants over [---] in March. This explains rise in flights in April over March. Modest increase in DCD Heart as well. Solid growth in DCD continues. $TMDX April DCD Update Since my last update $TMDX is up a modest 50%+. Continued DCD growth coming off a monster March is encouraging. Lung was the only organ to decrease MoM. Should put $TMDX on pace to exceed their updated FY25 revenue guidance of $575m provided last week. https://t.co/0y0gk74H7m $TMDX April DCD Update Since my last update $TMDX is up a modest 50%+. Continued DCD growth" [X Link](https://x.com/anyuser/status/1922233653221859476) 2025-05-13T10:13Z [----] followers, 12.2K engagements "$TMDX [---] flights in last [--] days. May continues match April which trends at 19% growth in Internal flights in Q2 over Q1. $TMDX Flights continues to be strong in month of May. We had [--] flights in last [--] days. Its important to focus on Q2 level trend now which is going very strong compare to Q1. https://t.co/BO3RAvuqn2 $TMDX Flights continues to be strong in month of May. We had [--] flights in last [--] days. Its important to focus on Q2 level trend now which is going very strong compare to Q1. https://t.co/BO3RAvuqn2" [X Link](https://x.com/anyuser/status/1923000174072246436) 2025-05-15T12:59Z [----] followers, 29.2K engagements "$TMDX [---] flights in approx. [----] days After few slow days last [--] days covered [--] flights $TMDX [---] flights in last [--] days. May continues match April which trends at 19% growth in Internal flights in Q2 over Q1. https://t.co/FsMdagiNR4 $TMDX [---] flights in last [--] days. May continues match April which trends at 19% growth in Internal flights in Q2 over Q1. https://t.co/FsMdagiNR4" [X Link](https://x.com/anyuser/status/1924854727826719122) 2025-05-20T15:48Z [----] followers, 24.7K engagements "@WealthyReadings Flights arent accurate model to predict revenue. DCD data is. We dont know DBD but there is a way you can model that too. Currently my model points to bear case q2 to be 159m with flat market share of fy24. I will release my projection around mid July once we get june dcd data" [X Link](https://x.com/ManthanTweets1/status/1929881164921098288) 2025-06-03T12:41Z [----] followers, [----] engagements "Just another normal day for @_equityXplorer to put facts over fiction. $TMDX $TMDX Responding to @ScorpionFund post today about the FDA response and why their claims of a quick response is moot if not a bullish sign for $TMDX. Lets start by looking at the past. Here is the timeline the for the Harmony Bioscience (HRMY) Citizen petition filed by https://t.co/6Mzz0ORdyt $TMDX Responding to @ScorpionFund post today about the FDA response and why their claims of a quick response is moot if not a bullish sign for $TMDX. Lets start by looking at the past. Here is the timeline the for the Harmony" [X Link](https://x.com/ManthanTweets1/status/1930368180855230606) 2025-06-04T20:56Z [----] followers, [----] engagements "$TMDX [--] flights in last [--] days $TMDX - May was the second best month for internal flights after Incredible April Off to flying start in June. Q2 is now 17% up over Q1. Waleed will be live tomorrow at William Blair 45th Annual Growth Stock Conference at [--] p.m. EST. https://t.co/kbwHvD0GUV $TMDX - May was the second best month for internal flights after Incredible April Off to flying start in June. Q2 is now 17% up over Q1. Waleed will be live tomorrow at William Blair 45th Annual Growth Stock Conference at [--] p.m. EST. https://t.co/kbwHvD0GUV" [X Link](https://x.com/anyuser/status/1930605883962118282) 2025-06-05T12:41Z [----] followers, 26.3K engagements "$TMDX We have TMDX Discord where retail investors work as a team and discuss the stock flight data transplant data developments that impact thesis and lot more. This is not trading group but long term investors This discord has predicted earnings for [--] straight quarters. $TMDX has a growing Discord community that would love to have more members We have discussions about where $TMDX is headed news flight data organ data have transcript and presentation logs and a video repository. Our Discord is completely free. Discord link in comments $TMDX has a growing Discord community that would love to" [X Link](https://x.com/anyuser/status/1931017643948970401) 2025-06-06T15:57Z [----] followers, [----] engagements "$TMDX [---] flights in last [--] days. Q2 is on track for massive beat. $TMDX [--] flights in last [--] days https://t.co/88oc1mLYdi $TMDX [--] flights in last [--] days https://t.co/88oc1mLYdi" [X Link](https://x.com/anyuser/status/1932419014128525749) 2025-06-10T12:46Z [----] followers, 30K engagements "@cigs1234 @A_May_MD I dont want engage with @A_May_MD but man championed tmdx short report within an hour after it was released and declared tmdx as toast That was tough time as tmdx investor to navigate misinformation and vested interests" [X Link](https://x.com/ManthanTweets1/status/1932452695916589204) 2025-06-10T15:00Z [----] followers, [---] engagements "@WealthyReadings TPU Cost will matter at some point of time" [X Link](https://x.com/ManthanTweets1/status/1932471789009211848) 2025-06-10T16:15Z [----] followers, [--] engagements "@manninglawrence @himshouse Nvo agreement is not exclusive to hims. Its with all telehealth providers. Now based on this news if Ro and LifeMd stops personalization of sema all of those patients come to hims taking hims personalization even higher. And now Nvo just need to deal with hims instead of 3" [X Link](https://x.com/ManthanTweets1/status/1932546290543702437) 2025-06-10T21:11Z [----] followers, [--] engagements "👀 $GRAB what you are up to @amitisinvesting Market cap of $19B and $9B in cash $GRAB @amitisinvesting Market cap of $19B and $9B in cash $GRAB" [X Link](https://x.com/ManthanTweets1/status/1933208035532460105) 2025-06-12T17:01Z [----] followers, [----] engagements "$TMDX We are at [---] flights with a June projection to be around [---]. In last [--] days two planes did not fly at all so probably for servicing. Tracking 15% QoQ Internal flight growth with strong DCD data backing the flight growth. $TMDX [---] flights in last [--] days. Q2 is on track for massive beat. https://t.co/3r3fyrsj58 $TMDX [---] flights in last [--] days. Q2 is on track for massive beat. https://t.co/3r3fyrsj58" [X Link](https://x.com/anyuser/status/1935337186221543635) 2025-06-18T14:01Z [----] followers, 31.5K engagements "*Disclosure - I have not sold any shares as of today. my last buy was around [--]. I have been doing nothing except following everyday developments about the company. I am hopeful that we receive FDA trial approval for OCS2.0 in couple of weeks and Q2 to be massive beat and raise" [X Link](https://x.com/ManthanTweets1/status/1935339395852419355) 2025-06-18T14:10Z [----] followers, [----] engagements "I will release my Q2 projection around 2nd week of July when we get DCD data for June. as of now Q2 earning is looking really good" [X Link](https://x.com/ManthanTweets1/status/1935339530376147407) 2025-06-18T14:11Z [----] followers, [----] engagements "@_equityXplorer @sivapatibandla1 $TMDX offers 100% product and 50% logistic discount if organ is not transplanted and end up as failed mission. This volume is not low for transplant centers. Can anybody remotely close to offer this This is the most underrated MOAT of $TMDX" [X Link](https://x.com/ManthanTweets1/status/1935495184776896767) 2025-06-19T00:29Z [----] followers, [----] engagements "@himshouse This kind of post makes me think to mute hims house. Falling to pumping from genuine analysis Coming from a paid sub. It is good launch but labeling as most impressive in history of consumer health Seriously" [X Link](https://x.com/anyuser/status/1935795656355983482) 2025-06-19T20:23Z [----] followers, [----] engagements "$TMDX We had some good conversations in $TMDX discord about yesterday's drop. Here are some important points for better understanding. $TMDX I am happy OrganOx is progressing towards air transportation. I think it is good for the industry and patients in need. That said as they progress what do you think is going to happen to their cost It can cost $25k to charter a flight to transport an organ depending https://t.co/Sl8iysdfpO $TMDX I am happy OrganOx is progressing towards air transportation. I think it is good for the industry and patients in need. That said as they progress what do you" [X Link](https://x.com/anyuser/status/1935817121054740844) 2025-06-19T21:49Z [----] followers, 13.1K engagements "@WealthyReadings Man our pf are getting lot of common stocks. I am building cava position slowly. Currently accumulated 50% of planned shares at 74" [X Link](https://x.com/ManthanTweets1/status/1936077577384276100) 2025-06-20T15:03Z [----] followers, [---] engagements "$TMDX [---] flights in last [--] days with last [--] days going over [--] plus. $TMDX We are at [---] flights with a June projection to be around [---]. In last [--] days two planes did not fly at all so probably for servicing. Tracking 15% QoQ Internal flight growth with strong DCD data backing the flight growth. https://t.co/CCvSEMtQVZ $TMDX We are at [---] flights with a June projection to be around [---]. In last [--] days two planes did not fly at all so probably for servicing. Tracking 15% QoQ Internal flight growth with strong DCD data backing the flight growth. https://t.co/CCvSEMtQVZ" [X Link](https://x.com/anyuser/status/1937134717100536241) 2025-06-23T13:04Z [----] followers, 20.2K engagements "@DrTomsLens @RahulSetty_ He made money. Even at selling today. He bought at [--] when everyone was suspicious. He makes his choices. He post them here to let his followers know what he is doing. He is a free bird. Calm down everyone" [X Link](https://x.com/ManthanTweets1/status/1937212205432254657) 2025-06-23T18:12Z [----] followers, [---] engagements "Could not agree more. Lately I have been critical of $HIMS for the same reasons. I was anticipating Novo partnership to end abruptly given aggressive stand taken by $HIMS here. I trimmed 60% of my shares on way up from [--] to 62$. Not comfortable to add back now. $HIMS unpopular opinion: This is not bullish. This is a way to absorb as much revenue as fast as possible for the wrong reason - to boost financials before the situation worsens. And it probably will worsen considering the situation with $NVO & the degradation of their https://t.co/4YnTKl1J21 $HIMS unpopular opinion: This is not" [X Link](https://x.com/ManthanTweets1/status/1937846282413879460) 2025-06-25T12:12Z [----] followers, [----] engagements "@WealthyReadings Added cava at avg 74$. 6% of PF" [X Link](https://x.com/ManthanTweets1/status/1937978897527722430) 2025-06-25T20:59Z [----] followers, [---] engagements "+1 $HIMS I posted similar sentiment today morning. Very nicely summarized. I was recently asked what I would need to see from $HIMS to reenter as a long term investment this is what my wishlist would be: Management breakout of GLP revenue (compounded vs mass vs oral) vs core revenue De-escalation from management on the Novo spat and no ire of I was recently asked what I would need to see from $HIMS to reenter as a long term investment this is what my wishlist would be: Management breakout of GLP revenue (compounded vs mass vs oral) vs core revenue De-escalation from management on the Novo" [X Link](https://x.com/ManthanTweets1/status/1938038467608322529) 2025-06-26T00:55Z [----] followers, [----] engagements "@BaysideGrowth @BTCsupernova Can you ask him/her about - can novo sue without bringing patent in picture Like misinterpreting personalization law and enabling mass production of patented drug Is validity of patent really in middle of this topic Its actually infringement and not patent approval" [X Link](https://x.com/ManthanTweets1/status/1939338658693230899) 2025-06-29T15:02Z [----] followers, [--] engagements "$TMDX My Q2 Earning Projection using DCD transplant data (not via flight data) Street is at $146.6m. I expect approx. $165m revenue for Q2. Yearly guide is $585m. H1 will be $308m. Raise is coming. Q3 could be muted followed by strong Q4. flight data - https://jinacapital.com/tmdx-tracker $TMDX My Q1 Earning projection using DCD transplant data if a company beats wall street estimate by double digit and raise guidance what should be AH pump This will happen after revealing next gen heart and lung OCS design at ISHLT Very promising next [--] weeks for longs https://t.co/DuMy5LcJAF" [X Link](https://x.com/anyuser/status/1943701413709636048) 2025-07-11T15:58Z [----] followers, 51.9K engagements "$TMDX Shootout to @WealthyReadings for the amazing analysis. $TMDX selling could be due to $XVIVO's quarterly report. Here's everything you need to know 👇 $XVIVO is a competitor to $TMDX's OCS and reported a 19% decline in organic sales for its thoracic branch (hearts & lungs). This should be neutral to $TMDX for a few reasons. Before https://t.co/mcdzP5kwNr $TMDX selling could be due to $XVIVO's quarterly report. Here's everything you need to know 👇 $XVIVO is a competitor to $TMDX's OCS and reported a 19% decline in organic sales for its thoracic branch (hearts & lungs). This should be" [X Link](https://x.com/anyuser/status/1943724891888288179) 2025-07-11T17:31Z [----] followers, [----] engagements "@ShooterF16 @WealthyReadings Other than blade which company offers planes for organ transplants Very curious to learn this as I want to find out how tmdx is using external vendors. Going to trial there will spurt in flight needs and there is organox using blade as well" [X Link](https://x.com/ManthanTweets1/status/1943799168188719540) 2025-07-11T22:26Z [----] followers, [---] engagements "@AlphaBetaAnil We would love to have you in our tmdx discord. Its community of tmdx investors. We dig really deep and share information within. let me know I can dm the link. @KabraxFX" [X Link](https://x.com/ManthanTweets1/status/1943851737590145454) 2025-07-12T01:55Z [----] followers, [---] engagements "$TMDX Among patients who underwent lung transplantation with ECD lungs the use of OCS Lung resulted in excellent long-term clinical outcomes. This is on OCS [---]. Now OCS2.0 is focused on Lungs Waleed will take lung market by storm Long-term outcomes of the international EXPAND trial of Organ Care System (OCS) Lung preservation for lung transplantation - eClinicalMedicine @TheLancet https://t.co/EZQEKa6xon @BCM_Surgery @Texas_Heart @BCMLungInst https://t.co/p6MWsj4xgM Long-term outcomes of the international EXPAND trial of Organ Care System (OCS) Lung preservation for lung transplantation -" [X Link](https://x.com/anyuser/status/1945129633432633701) 2025-07-15T14:33Z [----] followers, [----] engagements "$TMDX I am at 165m but will be very happy to be proven wrong. Great summary by @POLR_Investing $TMDX Q2 [----] Revenue Estimate: $170-$175m Well above consensus ($146m) and most other estimates. Over the past two quarters my quarterly revenue estimates have been off by a combined $3m. I see some people worried about a raise to FY guidance. With $170m in Q2 and 1H https://t.co/pYevGv62bQ $TMDX Q2 [----] Revenue Estimate: $170-$175m Well above consensus ($146m) and most other estimates. Over the past two quarters my quarterly revenue estimates have been off by a combined $3m. I see some people" [X Link](https://x.com/anyuser/status/1945446246102995362) 2025-07-16T11:31Z [----] followers, [----] engagements "@galacticbarrier @POLR_Investing If you think they will do 308m in h1 and just [---] in h2 imho you should sell. Maintaining this guide means accepting 139m q3 and q4. Street wont accept it" [X Link](https://x.com/ManthanTweets1/status/1945487634169471481) 2025-07-16T14:16Z [----] followers, [--] engagements "@punderfultweet They will raise. If they dont they are saying 277m for h2 while h1 stands at 308m" [X Link](https://x.com/ManthanTweets1/status/1945610770475094363) 2025-07-16T22:25Z [----] followers, [---] engagements "@LogicalThesis @smallmidcaps company is poised to report 165m of revenue while street is at 146m" [X Link](https://x.com/ManthanTweets1/status/1945950388739273171) 2025-07-17T20:55Z [----] followers, [---] engagements "@LogicalThesis @smallmidcaps this is different than last year. it was unknown this time it was made clear in every earning call. guidance has it baked in. another raise is coming despite soft Q3. Price action can be anything but company no longer poses risks that triggered selloff last year" [X Link](https://x.com/ManthanTweets1/status/1945951109790499261) 2025-07-17T20:57Z [----] followers, [---] engagements "$TMDX We are seeing experts spreading FUD on [--] weeks of flights data & extrapolating to [--] weeks to come up with 130m Qtr3 due to seasonality. [--] weeks of internal flight mapped to [--] weeks No DCD transplant data available. Its being done on purpose so they can buy lower" [X Link](https://x.com/anyuser/status/1946021160728027426) 2025-07-18T01:36Z [----] followers, 14.2K engagements "February this year had [---] flights DCD transplants were flat between q2 and q3 last year & Dbd transplants dipped 6% $TMDX revenue qoq dropped just by 5% Atleast wait until @POLR_Investing post July DCD data on 10th August. I know many people doing it on purpose" [X Link](https://x.com/ManthanTweets1/status/1946024632340922606) 2025-07-18T01:50Z [----] followers, [----] engagements "Legend has called it. End of a debate $TMDX @JonahLupton @ManthanTweets1 @POLR_Investing As someone correctly pointed out on twitter today. last year $TMDX had a weak Q3 relative to Q2 yet the company still did 9.1% more revenues in the second half of the year vs the first half This year $TMDX did $143.54M in Q1 and I think they do $166.5M in Q2 which puts us at @ManthanTweets1 @POLR_Investing As someone correctly pointed out on twitter today. last year $TMDX had a weak Q3 relative to Q2 yet the company still did 9.1% more revenues in the second half of the year vs the first half This year" [X Link](https://x.com/ManthanTweets1/status/1946037035455676434) 2025-07-18T02:39Z [----] followers, [----] engagements "$TMDX - If one want to sell based on Q3 softness fair but don't believe Q3 is going to be $129m. This is WRONG MODEL and it is being used to misguide you. EXTRAPOLATING [--] days to [--] days is WRONG. Nothing wrong in selling due to Q3 softness but make sure you understand the data $TMDX did [--] flights and made an est. $1904000 in the last [--] hours. They are on track to do [----] flights and est. $129336000 this quarter. Tracker Link - https://t.co/xvF2tknA8S Disclaimer: This is based on our estimates and not financial advice https://t.co/wM0jZ1Txzf $TMDX did [--] flights and made an est. $1904000" [X Link](https://x.com/anyuser/status/1946261520138092678) 2025-07-18T17:31Z [----] followers, [----] engagements "$TMDX Some analysis on Q2 and Q3 total transplant numbers of [----]. Thanks to @POLR_Investing for the data. Q2 [----] Rev - 113m Q3 [----] Rev - 108m" [X Link](https://x.com/anyuser/status/1946318772068831531) 2025-07-18T21:18Z [----] followers, [----] engagements "$TMDX Some analysis on flight data (Refer Thread). I resumed counting daily since last [--] days. Below planes appears to be under service. N283TX has [--] flight done in last [--] days N294TX has [--] flights in last 10+ days (1/n)" [X Link](https://x.com/anyuser/status/1946921685942145504) 2025-07-20T13:14Z [----] followers, [----] engagements "@jb_equities No demand is soft but not necessarily to the extent few are pointing. This softness is expected" [X Link](https://x.com/ManthanTweets1/status/1947275573832646793) 2025-07-21T12:40Z [----] followers, [---] engagements "@mfh423 @KyleAdamsStocks @jinacapital Q3 is soft every year. check last year. this is seasonal. it will be 150-155m Qtr" [X Link](https://x.com/ManthanTweets1/status/1947419280842129408) 2025-07-21T22:11Z [----] followers, [--] engagements "5 - since we are at July end we already saw [--] month of reform and part of dip in national transplant volume can be attributed to this - cleaning out any unqualified donor to progress further (3/n)" [X Link](https://x.com/ManthanTweets1/status/1947431028202868764) 2025-07-21T22:58Z [----] followers, [----] engagements "6- This reforms will have more stable DCD qualification and true growth which is good long term. Short term we may see DCD growth adjusting to new protocols but that is where MOAT of $TMDX comes to play. more protocols needs more time and who has technology to beat time (4/n)" [X Link](https://x.com/ManthanTweets1/status/1947431395829207339) 2025-07-21T23:00Z [----] followers, [----] engagements "7 - NOPConnect is being deployed at transplant centers in Q3. once true DCD donor is confirmed who can run the show faster than anyone [--] - One of the testimony that is heard tomorrow has below. Tell me who already qualifies for this (7/n)" [X Link](https://x.com/ManthanTweets1/status/1947432129543213089) 2025-07-21T23:02Z [----] followers, [----] engagements "9 - HRSA asked OPTN to implement [--] month long changes to effectively streamline DCD donors. I think Waleed will welcome it. this is what he wanted I guess. I expect him to address this in earnings. $TMDX has frayed relationships with OPOs and was pushing for reforms (8/n)" [X Link](https://x.com/ManthanTweets1/status/1947432887445233930) 2025-07-21T23:05Z [----] followers, [----] engagements "$TMDX last but not the least this press release explains price action from last [--] days. Drop was not due to 'weak' flights in July but this story. DCD growth will be adjusted now but I expect $TMDX to beat and raise in Q2 and do decent Q3 that takes FY25 to 620m (9/n)" [X Link](https://x.com/ManthanTweets1/status/1947433664545202643) 2025-07-21T23:09Z [----] followers, [----] engagements "$TMDX closing thread with this - You can trade around your position in this time or sit and do nothing its your call. I am keeping part of the position intact and playing with other part. this will change as new data emerges. I continue to believe in long term story" [X Link](https://x.com/ManthanTweets1/status/1947434448259072419) 2025-07-21T23:12Z [----] followers, [----] engagements "in $TMDX discord along with @AndrewP64090323 I and @smallmidcaps also listened majority of the hearing and we came out more bullish for $TMDX. This may end up benefiting us. Improved Since DCD is growing well good strict process with protocol will help long term. I listened to the hearing today and it sounded pretty bullish for $TMDX. They have the best tech and the only airplane fleet that can provide ample amount of time for surgeons. More scrutiny on dcd practices will eliminate NRP and increase usage of OCS I listened to the hearing today and it sounded pretty bullish for $TMDX. They have" [X Link](https://x.com/anyuser/status/1947750374145671512) 2025-07-22T20:07Z [----] followers, [----] engagements "@leevalueroach @grok can you find it" [X Link](https://x.com/ManthanTweets1/status/1947828476309860438) 2025-07-23T01:17Z [----] followers, [----] engagements "Dont worry. We will dip by 10% due to some weird reason on search business. And I will again add at 150$ in a month. $googl GOOGLE SHARES HAVE NOW BEEN UP [--] DAYS IN A ROW ITS BEST STREAK IN OVER [--] YEARS GOOGLE REPORTS EARNINGS TOMORROW DOES THE MARKET KNOW SOMETHING $GOOGL GOOGLE SHARES HAVE NOW BEEN UP [--] DAYS IN A ROW ITS BEST STREAK IN OVER [--] YEARS GOOGLE REPORTS EARNINGS TOMORROW DOES THE MARKET KNOW SOMETHING $GOOGL" [X Link](https://x.com/ManthanTweets1/status/1947846954765193526) 2025-07-23T02:31Z [----] followers, [----] engagements "@WealthyReadings just so that I don't apply my brain to this post as I m tired after $TMDX saga this is sarcasm right" [X Link](https://x.com/ManthanTweets1/status/1948115748066353579) 2025-07-23T20:19Z [----] followers, [----] engagements "$TMDX Second half of the July is going strong. Last [--] days averages [-----]. $TMDX had a great day at business did [--] flights in [--] hours. Last [--] days now average at [--]. Very strong recovery. https://t.co/mDOhfX3iHU $TMDX had a great day at business did [--] flights in [--] hours. Last [--] days now average at [--]. Very strong recovery. https://t.co/mDOhfX3iHU" [X Link](https://x.com/anyuser/status/1948359995164086499) 2025-07-24T12:29Z [----] followers, 25.4K engagements "$TMDX Surprising strong weekdays continues. Hopefully we have another strong weekend now to close 2nd half of July as same pace as Q2. *1 plane in service *5 planes have not flown since [--] hours. 2-3 of them may end up in service if not used over the weekend. $TMDX Second half of the July is going strong. Last [--] days averages [-----]. https://t.co/7l18vcqjDF $TMDX Second half of the July is going strong. Last [--] days averages [-----]. https://t.co/7l18vcqjDF" [X Link](https://x.com/anyuser/status/1948720387119776178) 2025-07-25T12:22Z [----] followers, 12.6K engagements "$TMDX I am raising my estimate a day before earning. 167m with possibility of crossing 170m. I am expecting guide raise by minimum 20m and OCS2.0 trial cases to start as early as late Q3/early Q4. $TMDX My Q2 Earning Projection using DCD transplant data (not via flight data) Street is at $146.6m. I expect approx. $165m revenue for Q2. Yearly guide is $585m. H1 will be $308m. Raise is coming. Q3 could be muted followed by strong Q4. flight data - https://t.co/rjhy8zKGuq https://t.co/PxJESZyoWz $TMDX My Q2 Earning Projection using DCD transplant data (not via flight data) Street is at $146.6m." [X Link](https://x.com/anyuser/status/1950201157210546400) 2025-07-29T14:26Z [----] followers, 31.8K engagements "$TMDX Starts are lining up for trial to start too much suspense :) $TMDX just posted very very interesting job posting just now on LinkedIn. Clinical Trial Manager. Look at Job description that mention activities that is supposed to be done to manage trial execution. Did we got it Waleed will find out only on July 30th at 4:05 PM https://t.co/wbHOI2E7uk $TMDX just posted very very interesting job posting just now on LinkedIn. Clinical Trial Manager. Look at Job description that mention activities that is supposed to be done to manage trial execution. Did we got it Waleed will find out only on" [X Link](https://x.com/anyuser/status/1950551441262739917) 2025-07-30T13:37Z [----] followers, [----] engagements "$TMDX Receives FDA IDE Approval to Initiate Next-Generation OCS Heart Trial The trial's total sample size across both Part A and Part B is expected to exceed [---] patients. They already received approval to start DENOVO Lung trials a week back with total 450+ patients. $TMDX JUST REPORTED EARNINGS *Q1 REVENUE $157.4M EST. $147.75M(BEAT ✅) *Q1 EPS $0.92EST $0.428(MONSTER BEAT ✅) *RAISES [----] FULL YEAR GUIDE to $585M-$605M FROM $565M-$585M (RAISE📷) *got FDA approval to start next gen Lung clinical programs in Q4 https://t.co/F6TJysIvfY $TMDX JUST REPORTED EARNINGS *Q1 REVENUE $157.4M EST." [X Link](https://x.com/anyuser/status/1952342106560684289) 2025-08-04T12:13Z [----] followers, 37.2K engagements "$TMDX This is very big news. why DBD hearts - OCS is very small market share while they dominate at 70% in DCD hearts. Lung they are dead. its greenfield for them with Denovo program. $TMDX Receives FDA IDE Approval to Initiate Next-Generation OCS Heart Trial The trial's total sample size across both Part A and Part B is expected to exceed [---] patients. They already received approval to start DENOVO Lung trials a week back with total 450+ patients. $TMDX Receives FDA IDE Approval to Initiate Next-Generation OCS Heart Trial The trial's total sample size across both Part A and Part B is" [X Link](https://x.com/anyuser/status/1952348245427941649) 2025-08-04T12:37Z [----] followers, 15.3K engagements "@mez5555 it will be normal business for balance sheet except control arm which would affect margin. trials are recognized as revenue" [X Link](https://x.com/ManthanTweets1/status/1952357941891260493) 2025-08-04T13:16Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ManthanTweets1 Manthan Bhadiyadra
Manthan Bhadiyadra posts on X about $tmdx, data, flight, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -92%
- [--] Month [-------] +13%
- [--] Months [-------] -84%
- [--] Year [---------] +764%
Mentions: [--] #
- [--] Week [--] -64%
- [--] Month [--] +100%
- [--] Months [---] +29%
- [--] Year [---] +301%
Followers: [-----] #
- [--] Week [-----] +0.30%
- [--] Month [-----] +2.70%
- [--] Months [-----] +9.60%
- [--] Year [-----] +283%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands social networks cryptocurrencies countries formula 1 fashion brands automotive brands luxury brands
Social topic influence $tmdx, data, flight, strong, $rbrk, beat, we are, close, $googl, 24 hours
Top accounts mentioned or mentioned by @wealthyreadings @nietschecapital @polrinvesting @rahulsetty @mathlonning @bipulsinha @sillygooseflies @logicalthesis @scorpionfund @jonahlupton @smallmidcaps @gaurav51289 @jackh95116113 @daveyjuice @akashbh82704010 @sixsigmacapital @wisemancap @finstor85 @kabraxfx @gubloinvestor
Top assets mentioned TransMedics Group, Inc. Common Stock (TMDX) Rubrik, Inc. (RBRK) Alphabet Inc Class A (GOOGL) 4 (FOUR) Hims & Hers Health, Inc. (HIMS) CAVA Group, Inc. (CAVA) Grab Holdings Limited Class A Ordinary Shares (GRAB) Novo-Nordisk (NVO)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Parth_Patel1925 Essen Specialty looks good. adding in my research list"
X Link 2023-08-15T17:12Z [--] followers, [--] engagements
"@sillygooseflies What you think abt these [--] odd 7-8 figures pipeline Will mentioned. Its taking a lot longer and Ashley herself said they also are frustrated with long process and delayed decision making. Govt will run like this only anywhere so this isn't going away"
X Link 2023-09-08T01:49Z [--] followers, [--] engagements
"With all due respect its been a while we have seen bear market. This year feb to april was very short lived and unprecedented run continues. Old theories are falling flat due to continuous pump of mutual fund SIPs. Earlier it wasn't the case"
X Link 2023-09-11T14:57Z [--] followers, [--] engagements
"This is by far the best performance this year by any driver. What an intelligent drive by @Carlossainz55. How smartly he helped @LandoNorris to protect his place was a masterclass and top notch decision making in crunch situations. @krulzster @Gaurav51289 #SingaporeGP"
X Link 2023-09-17T13:55Z [--] followers, [---] engagements
"@Carlossainz55 This race was a treat to watch"
X Link 2023-09-19T17:02Z [--] followers, [--] engagements
"$MSFT commenting on monopoly in business is very funny They should have stayed away from this case. I think even though $GOOGL lose its default status on Apple its still wins by saving 10$ bn and than gain what 70-80% of that market share back"
X Link 2023-10-02T21:35Z [--] followers, [--] engagements
"@CVLM03 @planet Planet data with AI is soooo strong Post Pelican they would be in demand for acquisition. MSFT and Google may be waiting for pelican to finish"
X Link 2023-10-02T22:19Z [--] followers, [--] engagements
"@Reematendulkar @Finstor85 First two Qtrs YoY CC growth is 10% and 2%. Company revised guidance to 18% CC for the year. This means they need to have double the CC growth in next [--] Qtrs. Dont you think their revised guidance is also very ambitious"
X Link 2023-10-17T13:10Z [--] followers, [---] engagements
"@itsTarH It gave decent results. Market just took cloud revenue miss as excuse to punish it. Cloud growth is 22% and miss was [---] mil not like massive when you do such revenue. IMHO google was already at reasonable valuation and market is now forward looking to recession"
X Link 2023-10-26T03:49Z [--] followers, [---] engagements
"$GOOGL remained defiant during couple of tricky events in [--] months and maintained 130+ range. Delivers very strong result and stock went down 13% Is it Google's over dependency on Search But then Search is their huge moat. if Gemini outplays OpenAI than they will position huge"
X Link 2023-10-27T20:01Z [--] followers, [--] engagements
"$Googl has a chance to rise or face existential crisis later"
X Link 2023-11-20T18:03Z [--] followers, [---] engagements
"In all this Sundar has a chance to shut this entire mess with Gemini next year. $GOOGL"
X Link 2023-11-21T04:41Z [--] followers, [--] engagements
"This is much stable reaction. Mine wasnt recorded. My [--] year old son was terrified looking at me screaming and crying @RafaelNadal can we get this one more time pls"
X Link 2023-11-22T16:41Z [--] followers, [--] engagements
"@StockMKTNewz @Gaurav51289 for what"
X Link 2023-12-01T19:51Z [--] followers, [---] engagements
"Actually MP just voted like Gujarat since last [--] elections now. Gujarat got close in [----] so as MP in [----]. Gujarat swept in [--] so as MP in [--]. @kewlkeshav also due to common reasons- in Guj patel deserted and in MP middle class/UCs in 2017/18"
X Link 2023-12-03T06:01Z [--] followers, [--] engagements
"Lol People think Google search is dead. Now imagine this integrated into google search. Wild Long $Googl"
X Link 2023-12-06T23:24Z [--] followers, [--] engagements
"@sillygooseflies Yes that I heard in call as well. I wish that sin rev is not added here otherwise we are reading negative growth. They need to add it I believe at year end number so eventually this shall be added in Q4 number otherwise gotta create further confusion next year in comparing growth"
X Link 2023-12-12T18:51Z [--] followers, [--] engagements
"@AkashBh82704010 I dont understand the rally behind cleanscience. Just this market things"
X Link 2023-12-13T19:35Z [--] followers, [--] engagements
"@sillygooseflies Still there is worry abt getting deals closed. Until that is addressed I think long term sustainable upward journey is not happening imho. and as we know we just need handful of those to get closed to set the growth bar above 20%"
X Link 2023-12-13T22:29Z [--] followers, [--] engagements
"@DhanValue Actually there is no huge losses in ipo for retailers. Its 15k as a limit and even though it lists on discount its 5-10% loss which is reasonable against current trend of 100% return. If someone earned 2-3 times this return in ipo he can withstand couple of marginal losses too"
X Link 2023-12-20T15:22Z [--] followers, [---] engagements
"@DhanValue also there is more info available now if some co that has huge huge risk of 50% listing loss investor would stay away. MamaEarth was the one where we saw notable less interest by retailers"
X Link 2023-12-20T15:23Z [--] followers, [--] engagements
"@sillygooseflies @BearCaveEmail you just got me there man. I was like all parameters are matching and the market cap. well no :)"
X Link 2024-01-03T20:38Z [--] followers, [---] engagements
"$googl still not valued correctly at [---]. Should be at atleast 200$ BMO Capital today initiated coverage on - Amazon $AMZN with an Outperform rating and a $200 price target - Google $GOOGL with an Outperform rating and a $170 price target - Facebook $META with a Market Perform rating and a $397 price target BMO Capital today initiated coverage on - Amazon $AMZN with an Outperform rating and a $200 price target - Google $GOOGL with an Outperform rating and a $170 price target - Facebook $META with a Market Perform rating and a $397 price target"
X Link 2024-01-09T18:50Z [---] followers, [---] engagements
"@GabbbarSingh Brooks Adrenaline GTS23. Tried couple of Nike variants but settled with this one after good guidance from local running shop in USA. You can always get it from one of your frind coming India"
X Link 2024-01-14T15:48Z [--] followers, [--] engagements
"@sillygooseflies @CVLM03 @planet well this means they need to win those deals based on current fleet as full pelican fleet will take [--] years min to be fully functional"
X Link 2024-01-21T01:35Z [--] followers, [--] engagements
"@dishaarawal @hiren2323 @krulzster"
X Link 2024-05-14T11:59Z [--] followers, [---] engagements
"@Google @GoogleDeepMind Its getting more clear that model wont be monopoly @Gaurav51289 . If someone jumps ahead others will catch very fast making most of the models almost same for public usage. So than who wins here"
X Link 2024-05-14T19:06Z [--] followers, [---] engagements
"@Gaurav51289 @Google @GoogleDeepMind Firms my theory that google will do well in mobility segment while MSFT in corporate. Apple going to OpenAI hurts googles mobility dominance in this area Basically I own both Google and MSFT so no complaints"
X Link 2024-05-14T20:42Z [--] followers, [--] engagements
"well since Meta has Rayban what google has got now @Gaurav51289 Google glass with Gemini GOOGLE $GOOGL EXECUTIVES HINT THAT AR GLASSES ARE POISED FOR A COMEBACK Google Glass the augmented-reality headset that flopped with consumers a decade ago is poised for a revival thanks to AI - Bloomberg https://t.co/izxYLX4Zll GOOGLE $GOOGL EXECUTIVES HINT THAT AR GLASSES ARE POISED FOR A COMEBACK Google Glass the augmented-reality headset that flopped with consumers a decade ago is poised for a revival thanks to AI - Bloomberg https://t.co/izxYLX4Zll"
X Link 2024-05-15T18:19Z [--] followers, [--] engagements
"Mind boggles when you see BJP rise in Odisha Telangana Just unbelievable. Who would have thought [--] decades back 4th june will be real dedication to foundinf fathers of RSS"
X Link 2024-06-01T16:26Z [--] followers, [--] engagements
"@Gaurav51289 @hvpandya But YT Music doesnt work on apple watch without phone near by. So you have to carry phone while going for a run Made me buy Spotify for that reason only"
X Link 2024-06-03T18:08Z [--] followers, [--] engagements
"@arvind_barmer But than in [----] UP samvidhan thing doesnt come up and local low and order take center stage BJP this time obviously going to play caste well in candidate selection so should not habe same problem then which we had now"
X Link 2024-06-06T02:51Z [---] followers, [---] engagements
"@ankit_a_g_k Then it favors the most for google no Their moat remains intact and they have equal tech to compete on GenAI. Plus their operational cost is much lower than others due to TPUs"
X Link 2024-07-25T12:28Z [---] followers, [--] engagements
"@ankit_a_g_k Google stock has hardly moved price in anticipation of genAI. All the price movements is contributed by real growth in all segments"
X Link 2024-07-25T12:29Z [---] followers, [--] engagements
"Ab to kuch sikh lo @BJP4India up your social media game"
X Link 2024-07-27T10:30Z [---] followers, [--] engagements
"@UltraRunner26 @hoka will you recommend this for daily [--] mile run"
X Link 2024-08-01T19:15Z [---] followers, [--] engagements
"@AkashBh82704010 Allied Blenders And Distillers Ltd"
X Link 2024-08-08T21:43Z [---] followers, [--] engagements
"@AkashBh82704010 I am willing to partner in research together. If we end up having few common scripts in PF this can come handy in reviewing quarterly concalls future exit entry top up etc decisions"
X Link 2024-08-22T19:05Z [---] followers, [--] engagements
"@AkashBh82704010 You are missing largest point. Thousands of crs waiting to get in from FII. They have liquidated in last [--] years nonstop and finding ways to get in"
X Link 2024-09-01T11:36Z [---] followers, [--] engagements
"@sillygooseflies Okay i saw they have one contract announcement of 350m to Maxar few days ago"
X Link 2024-09-06T12:41Z [---] followers, [---] engagements
"Mr Market continues to hate $googl and now at 18x forward earnings 🤯🤯🤯🤯🤯 bit down my position entered at 155$. Thought I was getting it cheap but Market is supreme. $googl still not valued correctly at [---]. Should be at atleast 200$ $googl still not valued correctly at [---]. Should be at atleast 200$"
X Link 2024-09-09T17:44Z [---] followers, [---] engagements
"@RahulSetty_ Rahul your take on $HIMS today's filing"
X Link 2024-09-09T21:59Z [---] followers, [---] engagements
"@RealMattMoney @Fidelity same here"
X Link 2024-09-10T15:11Z [---] followers, [---] engagements
"@RealMattMoney @Fidelity Sorry we can't complete this action right now. Please try again"
X Link 2024-09-10T15:12Z [---] followers, [---] engagements
"Google Gemini is valued at [--] based on how Market is treating $GOOGL JUST IN: OpenAI is in talks to raise $6.5 billion from investors at a valuation of $150 billion. JUST IN: OpenAI is in talks to raise $6.5 billion from investors at a valuation of $150 billion"
X Link 2024-09-11T20:01Z [---] followers, [--] engagements
"Thanks to you and @RahulSetty_ - entered at [-----] few days ago and now already 15% up. going to hold long this one. $HIMS back to being $HIMS 😪 $HIMS back to being $HIMS 😪"
X Link 2024-09-12T14:20Z [---] followers, [---] engagements
"Guys do follow @RahulSetty_ for very accurate insights on USA equities Solid mix of fundamental investing with calculated risk mgmt. with strong understanding of numbers $SE $HIMS"
X Link 2024-09-12T14:26Z [---] followers, [----] engagements
"Thats right on Redbull leadership to persist with Checo despite poor last season and even now not changing driver mid season. Inability to take risks in decision making McLaren have overtaken Red Bull in the lead for the Constructors Championship. McLaren - [---] Red Bull - [---] McLaren have overtaken Red Bull in the lead for the Constructors Championship. McLaren - [---] Red Bull - 456"
X Link 2024-09-15T18:03Z [---] followers, [--] engagements
"@ChessbaseIndia is killing today Getting Guki Arjun and Pragg on live stream Wholesome moments overall with Women team coming back to get gold"
X Link 2024-09-22T13:20Z [---] followers, [--] engagements
"@scotto2050 @BlackSky_Inc @sillygooseflies would this be positive to planet"
X Link 2024-09-24T21:10Z [---] followers, [---] engagements
"@sillygooseflies @Jackson66482266 @KurtisVanKampen @scotto2050 @BlackSky_Inc hope in some conference this Q is asked to Will that how the hell they did not win even small portion in Luno A"
X Link 2024-09-25T14:15Z [---] followers, [--] engagements
"@himshouse That means day before yesterday crash was planned event. To get in before this news Long term investing is only thing that can survive such manipulation"
X Link 2024-10-05T01:30Z [---] followers, [---] engagements
"Fine with it but then Deva bhau must be HM of country Shah back as bjp president. Anything else is injustice to Deva bhau I think if NDA wins MH Modi/ Shah are likely to make Shinde again as CM I think if NDA wins MH Modi/ Shah are likely to make Shinde again as CM"
X Link 2024-10-08T11:44Z [---] followers, [--] engagements
"@AkashBh82704010 any near by event in china"
X Link 2024-10-17T16:33Z [----] followers, [--] engagements
"@anandragn Okay. Have you posted some of your thoughts on what parameters they are lacking for you to get in Is it valuation or market share fear or growth Appreciate if you can post some more thoughts on $TMDX as long term investment thesis. Risk and reward"
X Link 2024-10-31T15:19Z [----] followers, [---] engagements
"@anandragn You are obviously not required to respond as it takes time. Asked just bcz you been posting a lot on $TMDX and thought you may be interested but at 70s"
X Link 2024-10-31T15:20Z [----] followers, [---] engagements
"@Finstor85 Hello Ameya not sure if you invest in US equities but in case you do I suggest you take a look at $TMDX. been down almost 50% from ATH and still very innovative business with good moat"
X Link 2024-11-06T18:06Z [---] followers, [---] engagements
"@sv_techie @sreekanti @Google @dvellante @Finstor85 do you know why google is not going for commercialization of their TPUs (hardware) I understand it is not as powerful as NVIDIA GPUs but it serves lot of mid level purposes. Is keeping it to Google gives them good adv over AWS and Azure on cost"
X Link 2024-11-07T00:17Z [---] followers, [--] engagements
"@sillygooseflies @UltraRunner26 do you have any rough idea if PL wins Luno B how much would be their portion"
X Link 2024-11-07T16:47Z [---] followers, [--] engagements
"Another one from @RahulSetty_ & @mvcinvesting duo They are on fire $HIMS and now $GRAB Thank you guys. $GRAB just crossed $5/share in after-hours trading up 14%. 🔥 I've been saying repeatedly that if I had spare cash I'd be 100% committed to building a sizable position in $GRAB. This is just the beginning imo. https://t.co/OFcw831i00 $GRAB just crossed $5/share in after-hours trading up 14%. 🔥 I've been saying repeatedly that if I had spare cash I'd be 100% committed to building a sizable position in $GRAB. This is just the beginning imo. https://t.co/OFcw831i00"
X Link 2024-11-11T23:05Z [---] followers, [----] engagements
"@_JaxCapital Based on your sarcastic ask I am glad we didnt engage earlier. I would never make fun of someone investment decisions. Market humbles everyone. I moved my PL investment into $GRAB and I am rewarded well. Happy Investing. And I wish your $PL investment makes fantastic returns"
X Link 2024-11-14T00:27Z [---] followers, [---] engagements
"@JaxCapital @RahulSetty @mvcinvesting Thank you. $HIMS is my quickest 2X in investing career. Grateful for some good people here to bring it to my attention at 13$ [--] months back"
X Link 2024-11-14T01:32Z [---] followers, [---] engagements
"@LogicalThesis @FrameworkWisely @AndrewP64090323 You have been very practical about your thesis on $TMDX in context of this may be dead money for some short time but my understanding is you are long term bullish on this. is it correct appreciate your view from long term perspective with growth ahead"
X Link 2024-12-05T20:24Z [--] followers, [----] engagements
"@UltraRunner26 @Bart_Suchocki @matthow70468158 Thank you for saying this loud and clear I have seen people mocking me for exiting $PL at loss. Made me think should I have made it public at all but than I think about people like you Adams etc who are here to do meaningful conversations than throwing mud around"
X Link 2024-12-06T19:58Z [--] followers, [---] engagements
"@RahulSetty_ @LoRezTrader $TMDX guides FY25 Rev +20-25% over midpoint of FY24 guide (implies $516-537.5M vs FS $540.6M) Investor day Stock had big red candle moment this came [--] to 66"
X Link 2024-12-10T18:44Z [--] followers, [---] engagements
"@AkashBh82704010 Trump in office during this term helps to drive such reform but people of India faltered at very important timing on June 4th. wish we had 350+ this term"
X Link 2024-12-10T19:35Z [--] followers, [--] engagements
"@LogicalThesis Looking forward to your review of investors day presentation It was indeed very detailed one. Market wanted immediate growth catalyst. They are talking abt 20-25% for fy25 which obviously market did not like but they gave lot of information going fwd Long term looked good"
X Link 2024-12-10T20:35Z [---] followers, [----] engagements
"@_JaxCapital Google. Had short term position at 150$ and just too much noise around made me sell it at same price. glad I did not not touched my long term position. would have been nice gain if I had avoided social media noise"
X Link 2024-12-16T14:47Z [--] followers, [--] engagements
"$GOOGL approaching [---] 2X in less than [--] years. To Celebrate the winner purchased Gemini Pro for a month :) Crazy that it is still hugely undervalued. Thanks to some amazing people like @SixSigmaCapital @Greg_Speicher for their insights which helped to build conviction"
X Link 2024-12-16T19:02Z [---] followers, [---] engagements
"@WealthyReadings @Moe_Shaltout if next gen OCS takes this to [--] hour window would it not completely monopolize long distance transplants and than they can offer current version of OCS for short distance at cheaper rate and next gen at higher rate for long distance"
X Link 2024-12-18T15:23Z [---] followers, [--] engagements
"@WealthyReadings @DataDInvesting well $HIMS was about to launch that medicine and had accidently posted about it later deleted"
X Link 2024-12-19T14:48Z [---] followers, [---] engagements
"@WealthyReadings @DataDInvesting yes I sold 80% holdings at 29.5$ and wished to enter back at [--] but now confused. :) $HIMS is most entertaining stock"
X Link 2024-12-19T14:52Z [---] followers, [---] engagements
"@WealthyReadings I dont have vibe of brand anymore. Like for running shoe I moved to Hoka from Nike and its pretty good. Like that variety of small brands emerging on and people trying them out. Just consumer standpoint this view is"
X Link 2024-12-20T12:58Z [----] followers, [--] engagements
"@Brian_Stoffel_ @Moe_Shaltout has some strong thoughts on this data and has countered with quite a long threads on this timeline"
X Link 2024-12-20T15:48Z [---] followers, [---] engagements
"@UltraRunner26 Sending healing vibes your way for a speedy recovery. hang in there focus on the laser therapy and you'll be back on the trails before you know it We'll all be here cheering you on"
X Link 2024-12-20T16:37Z [---] followers, [--] engagements
"@SCHDETF @capecodkitty65 Thank you t Are you planning share your view on recent balancing given their new top holding is interesting $PFE 6.5% yield but quite a infamous name"
X Link 2024-12-26T21:29Z [---] followers, [--] engagements
"Will Indian cricket ever obsess on team over individual superstars If Rahane and Pujaras test career were forced closed why cant be done with Rohit and Kohlis This practice of non action on money making or high PR player will ever end"
X Link 2024-12-27T04:03Z [---] followers, [--] engagements
"@Gaurav51289 @RobinhoodApp I have this feature since [--] year in fidelity Not sure why everyone here is so excited that this is novel"
X Link 2024-12-27T21:22Z [---] followers, [--] engagements
"Obsession with individual legacies over the team's success Story of Indian cricket since [--] decades #Kohli #Rohit #BGT2024"
X Link 2024-12-30T02:24Z [---] followers, [--] engagements
"@seekvalue1990 Great work man Thank you. I suggest creating discord group for $TMDX investors and lets share our analysis discussion etc in greater detail. We can also share cost of such subscription that you bought to track flight data. Its win win for everyone"
X Link 2025-01-02T13:36Z [---] followers, [---] engagements
"@seekvalue1990 I think what market and analyst was unsure of how [----] numbers would shape up I think crash was not reducing guidance by just few millions but lack of visibility of [----] growth. my belief is once we see Jan doing at pace of dec in flight count we will see significant 1/2"
X Link 2025-01-03T16:20Z [---] followers, [----] engagements
"@SixSigmaCapital if I may ask how is your $TMDX conviction is it long play or your theory of cashing out gains and continue average down also did you entered recently"
X Link 2025-01-03T16:36Z [---] followers, [----] engagements
"@Nietschecapital I think [--] if flight data continues the trend Earnings will be around 24feb so we will have almost [--] months of flight data"
X Link 2025-01-06T21:55Z [---] followers, [---] engagements
"@JackH95116113 Based on $NARI valuation tomorrow should be massive day"
X Link 2025-01-07T00:45Z [---] followers, [---] engagements
"@jfais20 This is as per current tech they have. They have presented in investor day about what will drive next phase of growth. There are few strong drivers and improvements. For example they are working to bring ocs to larger durability time means organ life in ocs will increase a lot"
X Link 2025-01-12T16:33Z [---] followers, [----] engagements
"$TMDX continues great run in January reaching [---] flights as of today morning [--] AM. Now averaging above [--] flights per day so January should be above [---] flights Dec was [---] and Nov was [---]. Meanwhile they are close to [---] flights as of today morning [--] AM for January. Continuing their December run rate of [--] flights per day. $TMDX https://t.co/2lkMrRWnwJ Meanwhile they are close to [---] flights as of today morning [--] AM for January. Continuing their December run rate of [--] flights per day. $TMDX https://t.co/2lkMrRWnwJ"
X Link 2025-01-13T13:58Z [----] followers, 38.3K engagements
"3600 to 3700+ transplant and Banner Quarter will just leave this at here $TMDX"
X Link 2025-01-13T22:47Z [---] followers, [----] engagements
"and just like that we are up 9% AH LTFG $TMDX [----] to 3700+ transplant and Banner Quarter will just leave this at here $TMDX [----] to 3700+ transplant and Banner Quarter will just leave this at here $TMDX"
X Link 2025-01-13T22:55Z [---] followers, [----] engagements
"Weekly flight updates make sense but this is tough time and we need to debunk the short thesis #TMDX continues great flight run rate in January $TMDX continues great run in January reaching [---] flights as of today morning [--] AM. Now averaging above [--] flights per day so January should be above [---] flights Dec was [---] and Nov was [---]. https://t.co/DTRxLq1jCm $TMDX continues great run in January reaching [---] flights as of today morning [--] AM. Now averaging above [--] flights per day so January should be above [---] flights Dec was [---] and Nov was [---]. https://t.co/DTRxLq1jCm"
X Link 2025-01-15T15:08Z [----] followers, 33K engagements
"$TMDX - [--] flights in a day last [--] days run rate [--]. Projected Month [---] That is almost 7% increase MoM. Looking forward to Q1 Guidance *Note - New plane acquired in mid Jan has probably started operations highlighting it with yellow as we wait for confirmation. #TMDX had a great run of flights sine last few days We can see upward trend in second image on MoM flights. https://t.co/x0bdHPkh0p #TMDX had a great run of flights sine last few days We can see upward trend in second image on MoM flights. https://t.co/x0bdHPkh0p"
X Link 2025-01-27T13:43Z [----] followers, 50.7K engagements
"$TMDX 🚀🚀🚀🚀🚀 30% increase in flight data than November and 8% compared to December. $TMDX - [--] flights in a day last [--] days run rate [--]. Projected Month [---] That is almost 7% increase MoM. Looking forward to Q1 Guidance *Note - New plane acquired in mid Jan has probably started operations highlighting it with yellow as we wait for confirmation. https://t.co/cYqdchRgdg $TMDX - [--] flights in a day last [--] days run rate [--]. Projected Month [---] That is almost 7% increase MoM. Looking forward to Q1 Guidance *Note - New plane acquired in mid Jan has probably started operations highlighting it"
X Link 2025-01-29T13:19Z [----] followers, 36.4K engagements
"You get lot of investing ideas from good people on X and apply your investing principles and checklist before buying. Spend considerable time studying and sometime just observing borrowed conviction rarely works My $HIMS position is 3X today 1/2 In light of a recent reply I received just want to note that Im just a guy and these are my opinions that are subject to change. The best investors are right 60%+ of the time and Im no exception even if they sound well-thought out at the time. Do your own work to manage your In light of a recent reply I received just want to note that Im just a guy"
X Link 2025-01-31T16:57Z [---] followers, [----] engagements
"@WealthyReadings I doubled down at 155$ couple of months back but continuous drubbing of DOJ+Search+Culture+AI succeeded to break my conviction and I sold it with marginal gains. but lesson learned did not repeat same mistake in $HIMS"
X Link 2025-02-04T22:01Z [---] followers, [---] engagements
"@arvind_barmer 😂"
X Link 2025-02-08T06:24Z [---] followers, [---] engagements
"204 flights as of today morning. with averaging [--] days. $TMDX. Expecting to pick up pace to close 650+ in Feb. $TMDX closes record breaking month of January with [---] flights - up 6% from Dec and 28% from Nov. Starts February with a bang with [--] flights already done (28 days month). https://t.co/13TNuFhOL6 $TMDX closes record breaking month of January with [---] flights - up 6% from Dec and 28% from Nov. Starts February with a bang with [--] flights already done (28 days month). https://t.co/13TNuFhOL6"
X Link 2025-02-11T13:52Z [----] followers, 20.1K engagements
"$TMDX Feb is now almost at December run rate. [---] flights with [----] avg. Last [--] days delivered [--] flights. This entire to & from data is public and can be assessed easily to find out where planes are going. Look at N287TX activity for example. Looking forward to [--] Feb [--] PM. Those wondering avg flight is down from Jan at mid Jan - run rate was [--] but it ended up at [----]. Yesterday we had [--] flights in [--] hours. 2-3 more such days and we will be at [--] again. Total now [---] with avg bumping to [----] from [----] $TMDX Those wondering avg flight is down from Jan at mid Jan - run rate was [--] but it"
X Link 2025-02-21T13:52Z [----] followers, 19.5K engagements
"24 flights in last [--] hours. If we finish month the way last [--] days have gone Feb will overcome December run-rate. $TMDX $TMDX Feb is now almost at December run rate. [---] flights with [----] avg. Last [--] days delivered [--] flights. This entire to & from data is public and can be assessed easily to find out where planes are going. Look at N287TX activity for example. Looking forward to [--] Feb [--] PM. https://t.co/nqm0o09Jyy $TMDX Feb is now almost at December run rate. [---] flights with [----] avg. Last [--] days delivered [--] flights. This entire to & from data is public and can be assessed easily to find"
X Link 2025-02-22T14:21Z [----] followers, 12.7K engagements
"$TMDX [--] flights in last [--] hours Last [--] days [---] taking avg from [----] to [--]. We are exactly at December rate. [----] flights in Q1 with average rate of all Q1 days so far which is 16% up from Q4 Q4 is projected to be around 115-120m with [----] flights. What is Q1 projection [--] flights in last [--] hours. If we finish month the way last [--] days have gone Feb will overcome December run-rate. $TMDX https://t.co/CIPxcvrqta [--] flights in last [--] hours. If we finish month the way last [--] days have gone Feb will overcome December run-rate. $TMDX https://t.co/CIPxcvrqta"
X Link 2025-02-24T13:57Z [----] followers, 24.6K engagements
"$TMDX Can we close Feb at better rate than December We already ahead now. $TMDX [--] flights in last [--] hours Last [--] days [---] taking avg from [----] to [--]. We are exactly at December rate. [----] flights in Q1 with average rate of all Q1 days so far which is 16% up from Q4 Q4 is projected to be around 115-120m with [----] flights. What is Q1 projection https://t.co/BI0PIV7ucf $TMDX [--] flights in last [--] hours Last [--] days [---] taking avg from [----] to [--]. We are exactly at December rate. [----] flights in Q1 with average rate of all Q1 days so far which is 16% up from Q4 Q4 is projected to be around"
X Link 2025-02-25T13:09Z [----] followers, [----] engagements
"First Short report was alleging fraud and since it did not work has moved to competition angle. Competition is always long thesis and story evolve over the time on both side. $TMDX has many growth drivers and most imp have established ecosystem to scale very big. $TMDX @ScorpionFund is now promoting OrganOx the same company they mistakenly linked an article to that actually causes cradle marks on organs. Cant make this up. @SECGov https://t.co/9s36VL4cIA $TMDX @ScorpionFund is now promoting OrganOx the same company they mistakenly linked an article to that actually causes cradle marks on"
X Link 2025-02-26T16:08Z [---] followers, [----] engagements
"@HighBetaBrendan I am expecting these posts to go down post ER actually I am not going to post daily flight numbers. This is not easy time for $TMDX investors and we are sharing retail our conviction based on flight and OPTN data. for example we are not expecting 40% growth in FY25 but 25-30%"
X Link 2025-02-26T16:41Z [---] followers, [---] engagements
"$TMDX Short seller said hiring has collapsed based on LinkedIn data. Meanwhile LinkedIn has [--] new job posting since yesterday total 24"
X Link 2025-02-26T17:45Z [----] followers, [----] engagements
"There you go $TMDX Cost part will be even moment OrganOx scale and address all the problems $TMDX faced and solved by implementing NOP and in-house aviation. $TMDX drives the transplant volume bcz of added MOAT they have apart from OCS. Also $TMDX has next gen OCS coming 🚨⚠ $TMDX SCORPION CAPITAL (@ScorpionFund) ATTACKS TRANSMEDICS AGAIN [--] DAY BEFORE THE Q4 ER 🦂🩸 HAS GONE FROM ACCUSING TRANSMEDICS OF FRAUD TO SAYING IT FACES INCREASING COMPETITION📈 BUT IS ORGANOX REALLY BETTER WHAT DO THE DATA SAY🧐 HERE I ATTACH A SUMMARY TABLE 👇👇 https://t.co/0UJBSuJ8b2 🚨⚠ $TMDX SCORPION CAPITAL"
X Link 2025-02-26T19:42Z [----] followers, [----] engagements
"@fundam_inv you sold $TMDX not sure if you were long earlier"
X Link 2025-02-26T19:54Z [---] followers, [---] engagements
"$TMDX Final update before ER. On track for strong Q1. $TMDX [--] flights in last [--] hours Last [--] days [---] taking avg from [----] to [--]. We are exactly at December rate. [----] flights in Q1 with average rate of all Q1 days so far which is 16% up from Q4 Q4 is projected to be around 115-120m with [----] flights. What is Q1 projection https://t.co/BI0PIV7ucf $TMDX [--] flights in last [--] hours Last [--] days [---] taking avg from [----] to [--]. We are exactly at December rate. [----] flights in Q1 with average rate of all Q1 days so far which is 16% up from Q4 Q4 is projected to be around 115-120m with 1759"
X Link 2025-02-27T14:02Z [----] followers, 28.2K engagements
"$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. $520M (BEAT ✅)🚀"
X Link 2025-02-27T21:08Z [----] followers, 39.9K engagements
"$TMDX Very strong start to March Now focusing on Quarter level trend"
X Link 2025-03-02T16:40Z [----] followers, [----] engagements
"$TMDX Monster start to March if we can just maintain [--] flights per day from now to month end we get [----] flights which is 16% up from Q4. Reduce the noise around and focus on Quarter level trend as we close Q1 in [--] weeks. $TMDX Final update before ER. On track for strong Q1. https://t.co/iH8wtODKo4 $TMDX Final update before ER. On track for strong Q1. https://t.co/iH8wtODKo4"
X Link 2025-03-03T13:35Z [----] followers, 29.6K engagements
"@RahulSetty_ lol any chance for you to get back to $TMDX we go down together than"
X Link 2025-03-03T20:58Z [---] followers, [---] engagements
"$TMDX While stock price has different plan company continues to execute at decent pace in Q1. Analyst estimate is $123m for Q1 They did $121.6m with 16% less flights $TMDX Monster start to March if we can just maintain [--] flights per day from now to month end we get [----] flights which is 16% up from Q4. Reduce the noise around and focus on Quarter level trend as we close Q1 in [--] weeks. https://t.co/lc9qAajo7X $TMDX Monster start to March if we can just maintain [--] flights per day from now to month end we get [----] flights which is 16% up from Q4. Reduce the noise around and focus on Quarter"
X Link 2025-03-04T14:30Z [----] followers, 33.5K engagements
"@ije1212 Absolutely nothing. They even make ocs in usa. Their competition is not us companies so it benefits them actually"
X Link 2025-03-04T16:10Z [---] followers, [---] engagements
"$TMDX Imp points TMDX makes OCS in USA so no direct tariffs impact 2) TMDX is totally recession proof. More Donors More Transplant simple as that. Transplant industry can not survive without reimbursement. This is weakest part of bear thesis. Waleed covered this at length yday $TMDX While stock price has different plan company continues to execute at decent pace in Q1. Analyst estimate is $123m for Q1 They did $121.6m with 16% less flights https://t.co/tJ3e4tKlXD $TMDX While stock price has different plan company continues to execute at decent pace in Q1. Analyst estimate is $123m for Q1 They"
X Link 2025-03-04T16:53Z [----] followers, 12.9K engagements
"Here goes $HIMS glp1 compounding business. Next move will be offering more dosages that takes out any scope of personalization @paulcerro $NVO *NOVO NORDISK'S WEGOVY OFFER FOR UNINSURED PATIENTS SOME OTHERS *NOVO NORDISK OFFERING WEGOVY AT LOWERED COST OF $499 PER MONTH cc $LLY $NVO *NOVO NORDISK'S WEGOVY OFFER FOR UNINSURED PATIENTS SOME OTHERS *NOVO NORDISK OFFERING WEGOVY AT LOWERED COST OF $499 PER MONTH cc $LLY"
X Link 2025-03-05T13:12Z [---] followers, [----] engagements
"$TMDX Updated Flight data. $TMDX While stock price has different plan company continues to execute at decent pace in Q1. Analyst estimate is $123m for Q1 They did $121.6m with 16% less flights https://t.co/tJ3e4tKlXD $TMDX While stock price has different plan company continues to execute at decent pace in Q1. Analyst estimate is $123m for Q1 They did $121.6m with 16% less flights https://t.co/tJ3e4tKlXD"
X Link 2025-03-07T14:06Z [----] followers, 45.2K engagements
"@WealthyReadings @FI_Wagz will be very happy if you get onboard been difficult days as $TMDX long but we have gone through much tougher time so this is relatively easy"
X Link 2025-03-07T21:59Z [---] followers, [---] engagements
"$TMDX I have been tracking the flights since [--] months and I have never seen $TMDX planes going absolutely nuts [---] flights in [--] days breaking all previous record How many lives saved in a single weekend Q1 is going to be huge beat for sure now $TMDX Updated Flight data. https://t.co/y1Pg4Nc5ZV $TMDX Updated Flight data. https://t.co/y1Pg4Nc5ZV"
X Link 2025-03-10T13:19Z [----] followers, 146.3K engagements
"$TMDX March madness continues With very strong DCD Liver data released yesterday which is 8% up MoM we are set for monster March $TMDX I have been tracking the flights since [--] months and I have never seen $TMDX planes going absolutely nuts [---] flights in [--] days breaking all previous record How many lives saved in a single weekend Q1 is going to be huge beat for sure now https://t.co/z5zz1bOJiq $TMDX I have been tracking the flights since [--] months and I have never seen $TMDX planes going absolutely nuts [---] flights in [--] days breaking all previous record How many lives saved in a single weekend"
X Link 2025-03-12T13:13Z [----] followers, 45.4K engagements
"$TMDX I wonder how come street is not seeing this 19% more flights than Q4 #MarchMadness $TMDX March madness continues With very strong DCD Liver data released yesterday which is 8% up MoM we are set for monster March https://t.co/BFissuaegI $TMDX March madness continues With very strong DCD Liver data released yesterday which is 8% up MoM we are set for monster March https://t.co/BFissuaegI"
X Link 2025-03-14T12:10Z [----] followers, 10.9K engagements
"$TMDX [---] flights in last [--] days March continues to above [--] average. Very much likely to close at 21-22% more flights QOQ. $TMDX [--] flights in [--] hours Average maintained above [--] [--] more days to go https://t.co/qTSoMmHvDk $TMDX [--] flights in [--] hours Average maintained above [--] [--] more days to go https://t.co/qTSoMmHvDk"
X Link 2025-03-24T13:10Z [----] followers, 15.1K engagements
"Days like today is gift Accumulate slowly in small batches It may not be bottom but if you dont buy today when you will Added small batch of $Googl & $Hims"
X Link 2025-03-28T19:02Z [----] followers, [---] engagements
"$TMDX Race to 100$ before April end begins from today $TMDX In this environment $TMDX is the only company that has already guaranteed earnings beat and now on to raise the guidance given strong start to Q2 April is outperforming March by some distance They release new heart/lung OCS designs at ISHLT on April 27th https://t.co/Wg22m1Qush $TMDX In this environment $TMDX is the only company that has already guaranteed earnings beat and now on to raise the guidance given strong start to Q2 April is outperforming March by some distance They release new heart/lung OCS designs at ISHLT on April 27th"
X Link 2025-04-09T19:01Z [----] followers, [----] engagements
"$TMDX April continues the strong run-rate of flights throughout the week At this rate Raise in guidance looks inevitable Wish we can fast forward to ISHLT and earnings day. $TMDX In this environment $TMDX is the only company that has already guaranteed earnings beat and now on to raise the guidance given strong start to Q2 April is outperforming March by some distance They release new heart/lung OCS designs at ISHLT on April 27th https://t.co/Wg22m1Qush $TMDX In this environment $TMDX is the only company that has already guaranteed earnings beat and now on to raise the guidance given strong"
X Link 2025-04-10T13:01Z [----] followers, 40.3K engagements
"$TMDX Show begins @JackH95116113 @JackH95116113 warned you every single day leading to Q4 earnings. You did not listen. You got benefit of Tariff crash still You did not listen. Now we are heading to Q1 and ISHLT. FACE the CARNAGE Shorts while watching the $TMDX price 👇👇👇 https://t.co/OkcxZ1kKLB @JackH95116113 warned you every single day leading to Q4 earnings. You did not listen. You got benefit of Tariff crash still You did not listen. Now we are heading to Q1 and ISHLT. FACE the CARNAGE Shorts while watching the $TMDX price 👇👇👇 https://t.co/OkcxZ1kKLB"
X Link 2025-04-14T15:11Z [----] followers, 13.7K engagements
"@WealthyReadings I have entire math done at great detail and I must say you are way off here. It doesnt matter as results will be out in [--] weeks but something to introspect for you how you are getting such a low number for q1. It will be no less than 135m"
X Link 2025-04-15T14:14Z [----] followers, [---] engagements
"$TMDX My Q1 Earning projection using DCD transplant data if a company beats wall street estimate by double digit and raise guidance what should be AH pump This will happen after revealing next gen heart and lung OCS design at ISHLT Very promising next [--] weeks for longs $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"
X Link 2025-04-17T18:15Z [----] followers, 36.8K engagements
"Legend @POLR_Investing predicting 140m Q1 for $TMDX 🚀🚀🚀 $TMDX Q1 Revenue Estimate I am estimating $140m for $TMDX based on a triangulation of flight and DCD data. I think that is the floor. Would not be surprised with $145m. $140m would be $15m or 15% higher than analyst est. and would put them on pace to do $600m+ in FY revenue https://t.co/PX7Y2wpO80 $TMDX Q1 Revenue Estimate I am estimating $140m for $TMDX based on a triangulation of flight and DCD data. I think that is the floor. Would not be surprised with $145m. $140m would be $15m or 15% higher than analyst est. and would put them"
X Link 2025-04-21T11:36Z [----] followers, [----] engagements
"$TMDX @JackH95116113 warned you every single day leading to Q4 earnings. You did not listen. You got benefit of Tariff crash still You did not listen. Now we are heading to Q1 and ISHLT. FACE the CARNAGE Shorts while watching the $TMDX price 👇👇👇 https://t.co/OkcxZ1kKLB @JackH95116113 warned you every single day leading to Q4 earnings. You did not listen. You got benefit of Tariff crash still You did not listen. Now we are heading to Q1 and ISHLT. FACE the CARNAGE Shorts while watching the $TMDX price 👇👇👇 https://t.co/OkcxZ1kKLB"
X Link 2025-04-22T14:12Z [----] followers, 12.4K engagements
"@KabraxFX @RensingTrades Imo I wont compare them. Grab is south east asia play just having some diversification out of usa"
X Link 2025-04-22T17:03Z [----] followers, [--] engagements
"$TMDX Thursday May [--] [----] [----] PM ET Waleed to shorts $TMDX My Q1 Earning projection using DCD transplant data if a company beats wall street estimate by double digit and raise guidance what should be AH pump This will happen after revealing next gen heart and lung OCS design at ISHLT Very promising next [--] weeks for longs https://t.co/DuMy5LcJAF $TMDX My Q1 Earning projection using DCD transplant data if a company beats wall street estimate by double digit and raise guidance what should be AH pump This will happen after revealing next gen heart and lung OCS design at ISHLT Very promising next"
X Link 2025-04-24T20:28Z [----] followers, 10.9K engagements
"$TMDX April flight data is up 9% over March & 18% over Jan. Solid dominance in Liver while similar results to come in heart & lung with new OCS designs that will be revealed Monday afternoon at ISHLT. Today is last day before street realize they are sleeping on giant in making $TMDX [---] flights in [--] days While street is waiting for Q1 earnings Waleed and his team has already moved to deliver even stronger Q2 [---] flights in April with run rate of [--] flights a day https://t.co/BJOlxeDksB $TMDX [---] flights in [--] days While street is waiting for Q1 earnings Waleed and his team has already moved to"
X Link 2025-04-25T12:04Z [----] followers, 19.3K engagements
"@Daddy2024 Earlier they said it will be [---] total patients for trial. now at ISHLT I heard its 1000+. trial brings some revenue. we will get more info in earnings call. they wont share this in ISHLT as its medical conference"
X Link 2025-04-29T14:26Z [----] followers, [---] engagements
"$TMDX April final count - [---]. Up 6.3% over March and up 20% over Q1 average. Record month We already have [--] flights registered for May 1st.Since Q3 slowdown we have been gaining steadily April DCD data is going to be record breaking $TMDX [--] - [--] flights in last [--] hours April likely to close around [---] [--] - At ISHLT TMDX revealed new designs & confirmed 2X than original trial count increasing trial revenue for 18-24 months duration [--] - Trial approval is still pending with FDA and expecting to receive soon https://t.co/9eHN06tnKV $TMDX [--] - [--] flights in last [--] hours April likely to close"
X Link 2025-05-01T13:15Z [----] followers, 21.5K engagements
"$TMDX [---] flights in first [--] days of May Q2 daily run rate is [-----] vs [-----] of Q1 At this pace we will have [----] flights which is 21% over Q1. While street has still not realized scale of Q [--] beat we are heading towards stronger Q2 @POLR_Investing time for April DCD data $TMDX April final count - [---]. Up 6.3% over March and up 20% over Q1 average. Record month We already have [--] flights registered for May 1st.Since Q3 slowdown we have been gaining steadily April DCD data is going to be record breaking https://t.co/UbjbiMjlR7 $TMDX April final count - [---]. Up 6.3% over March and up 20% over"
X Link 2025-05-05T12:47Z [----] followers, 36.6K engagements
"$GRAB JUST IN: $GOTO announces that [--] key board members have resigned. All resignees will remain in position until their registrations are accepted by shareholders at the companys upcoming Annual General Meeting. https://t.co/iN07DaVTSw JUST IN: $GOTO announces that [--] key board members have resigned. All resignees will remain in position until their registrations are accepted by shareholders at the companys upcoming Annual General Meeting. https://t.co/iN07DaVTSw"
X Link 2025-05-05T16:01Z [----] followers, [----] engagements
"@WealthyReadings dividing guidance by [--] that means rest of Qtr is flat that is so bearish and never seen anyone taking yearly guide this way they beat original guide of last year which they kept raising and at one point it got difficult but eventually they almost beat it"
X Link 2025-05-07T13:32Z [----] followers, [---] engagements
"@Nietschecapital Bro wont hols gems like hims or tmdx long term but flnc is long term"
X Link 2025-05-07T20:57Z [----] followers, [---] engagements
"@rynmrnt @Nietschecapital on a serious note it is actually long term opportunity"
X Link 2025-05-07T22:17Z [----] followers, [--] engagements
"$TMDX JUST REPORTED EARNINGS *Q1 REVENUE $143.5M EST. $123.39M (HUGE BEAT ✅) *Q1 EPS [-----] EST [-----] (HUGE BEAT ✅) RAISES [----] FULL YEAR GUIDE to $ 565M-$585M FROM $520M-$552M (HUGE RAISE✅) Thank you Waleed. Thank you TransMedics. This victory feels so personal $TMDX reports after market close on May 8th Thursday. Market's consensus Revenue $123.39M My Range $136.5M-$144.2M derived using Q1 DCD data and Q4 earnings report. 30% short interest $TMDX reports after market close on May 8th Thursday. Market's consensus Revenue $123.39M My Range $136.5M-$144.2M derived using Q1 DCD data and Q4"
X Link 2025-05-08T20:09Z [----] followers, 68.6K engagements
"$TMDX Flights continues to be strong in month of May. We had [--] flights in last [--] days. Its important to focus on Q2 level trend now which is going very strong compare to Q1. $TMDX [---] flights in first [--] days of May Q2 daily run rate is [-----] vs [-----] of Q1 At this pace we will have [----] flights which is 21% over Q1. While street has still not realized scale of Q [--] beat we are heading towards stronger Q2 @POLR_Investing time for April DCD data https://t.co/t2J9kAsIPb $TMDX [---] flights in first [--] days of May Q2 daily run rate is [-----] vs [-----] of Q1 At this pace we will have [----] flights which"
X Link 2025-05-11T14:53Z [----] followers, 31.3K engagements
"@prometheus_eq @Daddy2024 @JonahLupton that is factored in guide no clearly said guide takes that in account. now if that does not happen imagine where this earning will go"
X Link 2025-05-11T15:37Z [----] followers, [---] engagements
"$TMDX April DCD data is out. April had [---] DCD Liver Transplants over [---] in March. This explains rise in flights in April over March. Modest increase in DCD Heart as well. Solid growth in DCD continues. $TMDX April DCD Update Since my last update $TMDX is up a modest 50%+. Continued DCD growth coming off a monster March is encouraging. Lung was the only organ to decrease MoM. Should put $TMDX on pace to exceed their updated FY25 revenue guidance of $575m provided last week. https://t.co/0y0gk74H7m $TMDX April DCD Update Since my last update $TMDX is up a modest 50%+. Continued DCD growth"
X Link 2025-05-13T10:13Z [----] followers, 12.2K engagements
"$TMDX [---] flights in last [--] days. May continues match April which trends at 19% growth in Internal flights in Q2 over Q1. $TMDX Flights continues to be strong in month of May. We had [--] flights in last [--] days. Its important to focus on Q2 level trend now which is going very strong compare to Q1. https://t.co/BO3RAvuqn2 $TMDX Flights continues to be strong in month of May. We had [--] flights in last [--] days. Its important to focus on Q2 level trend now which is going very strong compare to Q1. https://t.co/BO3RAvuqn2"
X Link 2025-05-15T12:59Z [----] followers, 29.2K engagements
"$TMDX [---] flights in approx. [----] days After few slow days last [--] days covered [--] flights $TMDX [---] flights in last [--] days. May continues match April which trends at 19% growth in Internal flights in Q2 over Q1. https://t.co/FsMdagiNR4 $TMDX [---] flights in last [--] days. May continues match April which trends at 19% growth in Internal flights in Q2 over Q1. https://t.co/FsMdagiNR4"
X Link 2025-05-20T15:48Z [----] followers, 24.7K engagements
"@WealthyReadings Flights arent accurate model to predict revenue. DCD data is. We dont know DBD but there is a way you can model that too. Currently my model points to bear case q2 to be 159m with flat market share of fy24. I will release my projection around mid July once we get june dcd data"
X Link 2025-06-03T12:41Z [----] followers, [----] engagements
"Just another normal day for @_equityXplorer to put facts over fiction. $TMDX $TMDX Responding to @ScorpionFund post today about the FDA response and why their claims of a quick response is moot if not a bullish sign for $TMDX. Lets start by looking at the past. Here is the timeline the for the Harmony Bioscience (HRMY) Citizen petition filed by https://t.co/6Mzz0ORdyt $TMDX Responding to @ScorpionFund post today about the FDA response and why their claims of a quick response is moot if not a bullish sign for $TMDX. Lets start by looking at the past. Here is the timeline the for the Harmony"
X Link 2025-06-04T20:56Z [----] followers, [----] engagements
"$TMDX [--] flights in last [--] days $TMDX - May was the second best month for internal flights after Incredible April Off to flying start in June. Q2 is now 17% up over Q1. Waleed will be live tomorrow at William Blair 45th Annual Growth Stock Conference at [--] p.m. EST. https://t.co/kbwHvD0GUV $TMDX - May was the second best month for internal flights after Incredible April Off to flying start in June. Q2 is now 17% up over Q1. Waleed will be live tomorrow at William Blair 45th Annual Growth Stock Conference at [--] p.m. EST. https://t.co/kbwHvD0GUV"
X Link 2025-06-05T12:41Z [----] followers, 26.3K engagements
"$TMDX We have TMDX Discord where retail investors work as a team and discuss the stock flight data transplant data developments that impact thesis and lot more. This is not trading group but long term investors This discord has predicted earnings for [--] straight quarters. $TMDX has a growing Discord community that would love to have more members We have discussions about where $TMDX is headed news flight data organ data have transcript and presentation logs and a video repository. Our Discord is completely free. Discord link in comments $TMDX has a growing Discord community that would love to"
X Link 2025-06-06T15:57Z [----] followers, [----] engagements
"$TMDX [---] flights in last [--] days. Q2 is on track for massive beat. $TMDX [--] flights in last [--] days https://t.co/88oc1mLYdi $TMDX [--] flights in last [--] days https://t.co/88oc1mLYdi"
X Link 2025-06-10T12:46Z [----] followers, 30K engagements
"@cigs1234 @A_May_MD I dont want engage with @A_May_MD but man championed tmdx short report within an hour after it was released and declared tmdx as toast That was tough time as tmdx investor to navigate misinformation and vested interests"
X Link 2025-06-10T15:00Z [----] followers, [---] engagements
"@WealthyReadings TPU Cost will matter at some point of time"
X Link 2025-06-10T16:15Z [----] followers, [--] engagements
"@manninglawrence @himshouse Nvo agreement is not exclusive to hims. Its with all telehealth providers. Now based on this news if Ro and LifeMd stops personalization of sema all of those patients come to hims taking hims personalization even higher. And now Nvo just need to deal with hims instead of 3"
X Link 2025-06-10T21:11Z [----] followers, [--] engagements
"👀 $GRAB what you are up to @amitisinvesting Market cap of $19B and $9B in cash $GRAB @amitisinvesting Market cap of $19B and $9B in cash $GRAB"
X Link 2025-06-12T17:01Z [----] followers, [----] engagements
"$TMDX We are at [---] flights with a June projection to be around [---]. In last [--] days two planes did not fly at all so probably for servicing. Tracking 15% QoQ Internal flight growth with strong DCD data backing the flight growth. $TMDX [---] flights in last [--] days. Q2 is on track for massive beat. https://t.co/3r3fyrsj58 $TMDX [---] flights in last [--] days. Q2 is on track for massive beat. https://t.co/3r3fyrsj58"
X Link 2025-06-18T14:01Z [----] followers, 31.5K engagements
"*Disclosure - I have not sold any shares as of today. my last buy was around [--]. I have been doing nothing except following everyday developments about the company. I am hopeful that we receive FDA trial approval for OCS2.0 in couple of weeks and Q2 to be massive beat and raise"
X Link 2025-06-18T14:10Z [----] followers, [----] engagements
"I will release my Q2 projection around 2nd week of July when we get DCD data for June. as of now Q2 earning is looking really good"
X Link 2025-06-18T14:11Z [----] followers, [----] engagements
"@_equityXplorer @sivapatibandla1 $TMDX offers 100% product and 50% logistic discount if organ is not transplanted and end up as failed mission. This volume is not low for transplant centers. Can anybody remotely close to offer this This is the most underrated MOAT of $TMDX"
X Link 2025-06-19T00:29Z [----] followers, [----] engagements
"@himshouse This kind of post makes me think to mute hims house. Falling to pumping from genuine analysis Coming from a paid sub. It is good launch but labeling as most impressive in history of consumer health Seriously"
X Link 2025-06-19T20:23Z [----] followers, [----] engagements
"$TMDX We had some good conversations in $TMDX discord about yesterday's drop. Here are some important points for better understanding. $TMDX I am happy OrganOx is progressing towards air transportation. I think it is good for the industry and patients in need. That said as they progress what do you think is going to happen to their cost It can cost $25k to charter a flight to transport an organ depending https://t.co/Sl8iysdfpO $TMDX I am happy OrganOx is progressing towards air transportation. I think it is good for the industry and patients in need. That said as they progress what do you"
X Link 2025-06-19T21:49Z [----] followers, 13.1K engagements
"@WealthyReadings Man our pf are getting lot of common stocks. I am building cava position slowly. Currently accumulated 50% of planned shares at 74"
X Link 2025-06-20T15:03Z [----] followers, [---] engagements
"$TMDX [---] flights in last [--] days with last [--] days going over [--] plus. $TMDX We are at [---] flights with a June projection to be around [---]. In last [--] days two planes did not fly at all so probably for servicing. Tracking 15% QoQ Internal flight growth with strong DCD data backing the flight growth. https://t.co/CCvSEMtQVZ $TMDX We are at [---] flights with a June projection to be around [---]. In last [--] days two planes did not fly at all so probably for servicing. Tracking 15% QoQ Internal flight growth with strong DCD data backing the flight growth. https://t.co/CCvSEMtQVZ"
X Link 2025-06-23T13:04Z [----] followers, 20.2K engagements
"@DrTomsLens @RahulSetty_ He made money. Even at selling today. He bought at [--] when everyone was suspicious. He makes his choices. He post them here to let his followers know what he is doing. He is a free bird. Calm down everyone"
X Link 2025-06-23T18:12Z [----] followers, [---] engagements
"Could not agree more. Lately I have been critical of $HIMS for the same reasons. I was anticipating Novo partnership to end abruptly given aggressive stand taken by $HIMS here. I trimmed 60% of my shares on way up from [--] to 62$. Not comfortable to add back now. $HIMS unpopular opinion: This is not bullish. This is a way to absorb as much revenue as fast as possible for the wrong reason - to boost financials before the situation worsens. And it probably will worsen considering the situation with $NVO & the degradation of their https://t.co/4YnTKl1J21 $HIMS unpopular opinion: This is not"
X Link 2025-06-25T12:12Z [----] followers, [----] engagements
"@WealthyReadings Added cava at avg 74$. 6% of PF"
X Link 2025-06-25T20:59Z [----] followers, [---] engagements
"+1 $HIMS I posted similar sentiment today morning. Very nicely summarized. I was recently asked what I would need to see from $HIMS to reenter as a long term investment this is what my wishlist would be: Management breakout of GLP revenue (compounded vs mass vs oral) vs core revenue De-escalation from management on the Novo spat and no ire of I was recently asked what I would need to see from $HIMS to reenter as a long term investment this is what my wishlist would be: Management breakout of GLP revenue (compounded vs mass vs oral) vs core revenue De-escalation from management on the Novo"
X Link 2025-06-26T00:55Z [----] followers, [----] engagements
"@BaysideGrowth @BTCsupernova Can you ask him/her about - can novo sue without bringing patent in picture Like misinterpreting personalization law and enabling mass production of patented drug Is validity of patent really in middle of this topic Its actually infringement and not patent approval"
X Link 2025-06-29T15:02Z [----] followers, [--] engagements
"$TMDX My Q2 Earning Projection using DCD transplant data (not via flight data) Street is at $146.6m. I expect approx. $165m revenue for Q2. Yearly guide is $585m. H1 will be $308m. Raise is coming. Q3 could be muted followed by strong Q4. flight data - https://jinacapital.com/tmdx-tracker $TMDX My Q1 Earning projection using DCD transplant data if a company beats wall street estimate by double digit and raise guidance what should be AH pump This will happen after revealing next gen heart and lung OCS design at ISHLT Very promising next [--] weeks for longs https://t.co/DuMy5LcJAF"
X Link 2025-07-11T15:58Z [----] followers, 51.9K engagements
"$TMDX Shootout to @WealthyReadings for the amazing analysis. $TMDX selling could be due to $XVIVO's quarterly report. Here's everything you need to know 👇 $XVIVO is a competitor to $TMDX's OCS and reported a 19% decline in organic sales for its thoracic branch (hearts & lungs). This should be neutral to $TMDX for a few reasons. Before https://t.co/mcdzP5kwNr $TMDX selling could be due to $XVIVO's quarterly report. Here's everything you need to know 👇 $XVIVO is a competitor to $TMDX's OCS and reported a 19% decline in organic sales for its thoracic branch (hearts & lungs). This should be"
X Link 2025-07-11T17:31Z [----] followers, [----] engagements
"@ShooterF16 @WealthyReadings Other than blade which company offers planes for organ transplants Very curious to learn this as I want to find out how tmdx is using external vendors. Going to trial there will spurt in flight needs and there is organox using blade as well"
X Link 2025-07-11T22:26Z [----] followers, [---] engagements
"@AlphaBetaAnil We would love to have you in our tmdx discord. Its community of tmdx investors. We dig really deep and share information within. let me know I can dm the link. @KabraxFX"
X Link 2025-07-12T01:55Z [----] followers, [---] engagements
"$TMDX Among patients who underwent lung transplantation with ECD lungs the use of OCS Lung resulted in excellent long-term clinical outcomes. This is on OCS [---]. Now OCS2.0 is focused on Lungs Waleed will take lung market by storm Long-term outcomes of the international EXPAND trial of Organ Care System (OCS) Lung preservation for lung transplantation - eClinicalMedicine @TheLancet https://t.co/EZQEKa6xon @BCM_Surgery @Texas_Heart @BCMLungInst https://t.co/p6MWsj4xgM Long-term outcomes of the international EXPAND trial of Organ Care System (OCS) Lung preservation for lung transplantation -"
X Link 2025-07-15T14:33Z [----] followers, [----] engagements
"$TMDX I am at 165m but will be very happy to be proven wrong. Great summary by @POLR_Investing $TMDX Q2 [----] Revenue Estimate: $170-$175m Well above consensus ($146m) and most other estimates. Over the past two quarters my quarterly revenue estimates have been off by a combined $3m. I see some people worried about a raise to FY guidance. With $170m in Q2 and 1H https://t.co/pYevGv62bQ $TMDX Q2 [----] Revenue Estimate: $170-$175m Well above consensus ($146m) and most other estimates. Over the past two quarters my quarterly revenue estimates have been off by a combined $3m. I see some people"
X Link 2025-07-16T11:31Z [----] followers, [----] engagements
"@galacticbarrier @POLR_Investing If you think they will do 308m in h1 and just [---] in h2 imho you should sell. Maintaining this guide means accepting 139m q3 and q4. Street wont accept it"
X Link 2025-07-16T14:16Z [----] followers, [--] engagements
"@punderfultweet They will raise. If they dont they are saying 277m for h2 while h1 stands at 308m"
X Link 2025-07-16T22:25Z [----] followers, [---] engagements
"@LogicalThesis @smallmidcaps company is poised to report 165m of revenue while street is at 146m"
X Link 2025-07-17T20:55Z [----] followers, [---] engagements
"@LogicalThesis @smallmidcaps this is different than last year. it was unknown this time it was made clear in every earning call. guidance has it baked in. another raise is coming despite soft Q3. Price action can be anything but company no longer poses risks that triggered selloff last year"
X Link 2025-07-17T20:57Z [----] followers, [---] engagements
"$TMDX We are seeing experts spreading FUD on [--] weeks of flights data & extrapolating to [--] weeks to come up with 130m Qtr3 due to seasonality. [--] weeks of internal flight mapped to [--] weeks No DCD transplant data available. Its being done on purpose so they can buy lower"
X Link 2025-07-18T01:36Z [----] followers, 14.2K engagements
"February this year had [---] flights DCD transplants were flat between q2 and q3 last year & Dbd transplants dipped 6% $TMDX revenue qoq dropped just by 5% Atleast wait until @POLR_Investing post July DCD data on 10th August. I know many people doing it on purpose"
X Link 2025-07-18T01:50Z [----] followers, [----] engagements
"Legend has called it. End of a debate $TMDX @JonahLupton @ManthanTweets1 @POLR_Investing As someone correctly pointed out on twitter today. last year $TMDX had a weak Q3 relative to Q2 yet the company still did 9.1% more revenues in the second half of the year vs the first half This year $TMDX did $143.54M in Q1 and I think they do $166.5M in Q2 which puts us at @ManthanTweets1 @POLR_Investing As someone correctly pointed out on twitter today. last year $TMDX had a weak Q3 relative to Q2 yet the company still did 9.1% more revenues in the second half of the year vs the first half This year"
X Link 2025-07-18T02:39Z [----] followers, [----] engagements
"$TMDX - If one want to sell based on Q3 softness fair but don't believe Q3 is going to be $129m. This is WRONG MODEL and it is being used to misguide you. EXTRAPOLATING [--] days to [--] days is WRONG. Nothing wrong in selling due to Q3 softness but make sure you understand the data $TMDX did [--] flights and made an est. $1904000 in the last [--] hours. They are on track to do [----] flights and est. $129336000 this quarter. Tracker Link - https://t.co/xvF2tknA8S Disclaimer: This is based on our estimates and not financial advice https://t.co/wM0jZ1Txzf $TMDX did [--] flights and made an est. $1904000"
X Link 2025-07-18T17:31Z [----] followers, [----] engagements
"$TMDX Some analysis on Q2 and Q3 total transplant numbers of [----]. Thanks to @POLR_Investing for the data. Q2 [----] Rev - 113m Q3 [----] Rev - 108m"
X Link 2025-07-18T21:18Z [----] followers, [----] engagements
"$TMDX Some analysis on flight data (Refer Thread). I resumed counting daily since last [--] days. Below planes appears to be under service. N283TX has [--] flight done in last [--] days N294TX has [--] flights in last 10+ days (1/n)"
X Link 2025-07-20T13:14Z [----] followers, [----] engagements
"@jb_equities No demand is soft but not necessarily to the extent few are pointing. This softness is expected"
X Link 2025-07-21T12:40Z [----] followers, [---] engagements
"@mfh423 @KyleAdamsStocks @jinacapital Q3 is soft every year. check last year. this is seasonal. it will be 150-155m Qtr"
X Link 2025-07-21T22:11Z [----] followers, [--] engagements
"5 - since we are at July end we already saw [--] month of reform and part of dip in national transplant volume can be attributed to this - cleaning out any unqualified donor to progress further (3/n)"
X Link 2025-07-21T22:58Z [----] followers, [----] engagements
"6- This reforms will have more stable DCD qualification and true growth which is good long term. Short term we may see DCD growth adjusting to new protocols but that is where MOAT of $TMDX comes to play. more protocols needs more time and who has technology to beat time (4/n)"
X Link 2025-07-21T23:00Z [----] followers, [----] engagements
"7 - NOPConnect is being deployed at transplant centers in Q3. once true DCD donor is confirmed who can run the show faster than anyone [--] - One of the testimony that is heard tomorrow has below. Tell me who already qualifies for this (7/n)"
X Link 2025-07-21T23:02Z [----] followers, [----] engagements
"9 - HRSA asked OPTN to implement [--] month long changes to effectively streamline DCD donors. I think Waleed will welcome it. this is what he wanted I guess. I expect him to address this in earnings. $TMDX has frayed relationships with OPOs and was pushing for reforms (8/n)"
X Link 2025-07-21T23:05Z [----] followers, [----] engagements
"$TMDX last but not the least this press release explains price action from last [--] days. Drop was not due to 'weak' flights in July but this story. DCD growth will be adjusted now but I expect $TMDX to beat and raise in Q2 and do decent Q3 that takes FY25 to 620m (9/n)"
X Link 2025-07-21T23:09Z [----] followers, [----] engagements
"$TMDX closing thread with this - You can trade around your position in this time or sit and do nothing its your call. I am keeping part of the position intact and playing with other part. this will change as new data emerges. I continue to believe in long term story"
X Link 2025-07-21T23:12Z [----] followers, [----] engagements
"in $TMDX discord along with @AndrewP64090323 I and @smallmidcaps also listened majority of the hearing and we came out more bullish for $TMDX. This may end up benefiting us. Improved Since DCD is growing well good strict process with protocol will help long term. I listened to the hearing today and it sounded pretty bullish for $TMDX. They have the best tech and the only airplane fleet that can provide ample amount of time for surgeons. More scrutiny on dcd practices will eliminate NRP and increase usage of OCS I listened to the hearing today and it sounded pretty bullish for $TMDX. They have"
X Link 2025-07-22T20:07Z [----] followers, [----] engagements
"@leevalueroach @grok can you find it"
X Link 2025-07-23T01:17Z [----] followers, [----] engagements
"Dont worry. We will dip by 10% due to some weird reason on search business. And I will again add at 150$ in a month. $googl GOOGLE SHARES HAVE NOW BEEN UP [--] DAYS IN A ROW ITS BEST STREAK IN OVER [--] YEARS GOOGLE REPORTS EARNINGS TOMORROW DOES THE MARKET KNOW SOMETHING $GOOGL GOOGLE SHARES HAVE NOW BEEN UP [--] DAYS IN A ROW ITS BEST STREAK IN OVER [--] YEARS GOOGLE REPORTS EARNINGS TOMORROW DOES THE MARKET KNOW SOMETHING $GOOGL"
X Link 2025-07-23T02:31Z [----] followers, [----] engagements
"@WealthyReadings just so that I don't apply my brain to this post as I m tired after $TMDX saga this is sarcasm right"
X Link 2025-07-23T20:19Z [----] followers, [----] engagements
"$TMDX Second half of the July is going strong. Last [--] days averages [-----]. $TMDX had a great day at business did [--] flights in [--] hours. Last [--] days now average at [--]. Very strong recovery. https://t.co/mDOhfX3iHU $TMDX had a great day at business did [--] flights in [--] hours. Last [--] days now average at [--]. Very strong recovery. https://t.co/mDOhfX3iHU"
X Link 2025-07-24T12:29Z [----] followers, 25.4K engagements
"$TMDX Surprising strong weekdays continues. Hopefully we have another strong weekend now to close 2nd half of July as same pace as Q2. *1 plane in service *5 planes have not flown since [--] hours. 2-3 of them may end up in service if not used over the weekend. $TMDX Second half of the July is going strong. Last [--] days averages [-----]. https://t.co/7l18vcqjDF $TMDX Second half of the July is going strong. Last [--] days averages [-----]. https://t.co/7l18vcqjDF"
X Link 2025-07-25T12:22Z [----] followers, 12.6K engagements
"$TMDX I am raising my estimate a day before earning. 167m with possibility of crossing 170m. I am expecting guide raise by minimum 20m and OCS2.0 trial cases to start as early as late Q3/early Q4. $TMDX My Q2 Earning Projection using DCD transplant data (not via flight data) Street is at $146.6m. I expect approx. $165m revenue for Q2. Yearly guide is $585m. H1 will be $308m. Raise is coming. Q3 could be muted followed by strong Q4. flight data - https://t.co/rjhy8zKGuq https://t.co/PxJESZyoWz $TMDX My Q2 Earning Projection using DCD transplant data (not via flight data) Street is at $146.6m."
X Link 2025-07-29T14:26Z [----] followers, 31.8K engagements
"$TMDX Starts are lining up for trial to start too much suspense :) $TMDX just posted very very interesting job posting just now on LinkedIn. Clinical Trial Manager. Look at Job description that mention activities that is supposed to be done to manage trial execution. Did we got it Waleed will find out only on July 30th at 4:05 PM https://t.co/wbHOI2E7uk $TMDX just posted very very interesting job posting just now on LinkedIn. Clinical Trial Manager. Look at Job description that mention activities that is supposed to be done to manage trial execution. Did we got it Waleed will find out only on"
X Link 2025-07-30T13:37Z [----] followers, [----] engagements
"$TMDX Receives FDA IDE Approval to Initiate Next-Generation OCS Heart Trial The trial's total sample size across both Part A and Part B is expected to exceed [---] patients. They already received approval to start DENOVO Lung trials a week back with total 450+ patients. $TMDX JUST REPORTED EARNINGS *Q1 REVENUE $157.4M EST. $147.75M(BEAT ✅) *Q1 EPS $0.92EST $0.428(MONSTER BEAT ✅) *RAISES [----] FULL YEAR GUIDE to $585M-$605M FROM $565M-$585M (RAISE📷) *got FDA approval to start next gen Lung clinical programs in Q4 https://t.co/F6TJysIvfY $TMDX JUST REPORTED EARNINGS *Q1 REVENUE $157.4M EST."
X Link 2025-08-04T12:13Z [----] followers, 37.2K engagements
"$TMDX This is very big news. why DBD hearts - OCS is very small market share while they dominate at 70% in DCD hearts. Lung they are dead. its greenfield for them with Denovo program. $TMDX Receives FDA IDE Approval to Initiate Next-Generation OCS Heart Trial The trial's total sample size across both Part A and Part B is expected to exceed [---] patients. They already received approval to start DENOVO Lung trials a week back with total 450+ patients. $TMDX Receives FDA IDE Approval to Initiate Next-Generation OCS Heart Trial The trial's total sample size across both Part A and Part B is"
X Link 2025-08-04T12:37Z [----] followers, 15.3K engagements
"@mez5555 it will be normal business for balance sheet except control arm which would affect margin. trials are recognized as revenue"
X Link 2025-08-04T13:16Z [----] followers, [---] engagements
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