# ![@MarcalCarbo Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::273926573.png) @MarcalCarbo Marçal Carbó

Marçal Carbó posts on X about $sezl, $afrm, $vpg, fintech the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::273926573/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::273926573/c:line/m:interactions.svg)

- [--] Week [-----] +54%
- [--] Month [------] +57%
- [--] Months [-------] +64%
- [--] Year [-------] +4,540%

### Mentions: [--] [#](/creator/twitter::273926573/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::273926573/c:line/m:posts_active.svg)

- [--] Week [--] -67%
- [--] Month [--] +28%
- [--] Months [---] +11%
- [--] Year [---] +1,352%

### Followers: [-----] [#](/creator/twitter::273926573/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::273926573/c:line/m:followers.svg)

- [--] Week [---] +0.17%
- [--] Month [---] +11%
- [--] Months [---] +27%
- [--] Year [---] +499%

### CreatorRank: [---------] [#](/creator/twitter::273926573/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::273926573/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$sezl](/topic/$sezl), [$afrm](/topic/$afrm), [$vpg](/topic/$vpg), [fintech](/topic/fintech), [$hims](/topic/$hims), [has been](/topic/has-been), [money](/topic/money), [$912m](/topic/$912m), [stocks](/topic/stocks), [bullish](/topic/bullish)

**Top accounts mentioned or mentioned by**
[@sezzleinc](/creator/undefined) [@tickerplus](/creator/undefined) [@alc2022](/creator/undefined) [@mvcinvesting](/creator/undefined) [@yodastockinvest](/creator/undefined) [@stocktwits](/creator/undefined) [@investor321123](/creator/undefined) [@marcalcarbo](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@ryshabtalks](/creator/undefined) [@escvel0city11](/creator/undefined) [@himshouse](/creator/undefined) [@zacksresearch](/creator/undefined) [@grok](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@coopercapitai](/creator/undefined) [@holysmokas](/creator/undefined) [@ashton1nvests](/creator/undefined) [@stockmktnewz](/creator/undefined) [@datadinvesting](/creator/undefined)

**Top assets mentioned**
[Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Klarna Group plc (KLAR)](/topic/$klar) [Block, Inc. (XYZ)](/topic/$xyz) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Dave Inc. (DAVE)](/topic/$dave) [Tesla, Inc. (TSLA)](/topic/$tsla) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Shopify Inc (SHOP)](/topic/$shop) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [MercadoLibre Inc (MELI)](/topic/$meli) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Eli Lilly and Company (LLY)](/topic/$lly) [AppLovin Corporation (APP)](/topic/$app) [ZetaChain (ZETA)](/topic/$zeta) [RAI Finance (SOFI)](/topic/$sofi) [Strategy (MSTR)](/topic/$mstr) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SEZL will be bigger than $AFRM one day. Thoughts in this"  
[X Link](https://x.com/MarcalCarbo/status/1859701326407664046)  2024-11-21T20:52Z [--] followers, [---] engagements


"Bought $SEZL at 130$. Today the share price sits at 446$. I already 35x my capital. But the best is yet to come. I'm not selling a single share until we are bigger than $AFRM"  
[X Link](https://x.com/MarcalCarbo/status/1859703989190971868)  2024-11-21T21:02Z [--] followers, [---] engagements


"$HIMS is full of greenflags $HIMS in a nutshell: No debt Profitable Buyback program High gross margin [--] million subscribers Explosive YoY growth Only $5bn market cap Over trillion dollar market Subscription based model $HIMS in a nutshell: No debt Profitable Buyback program High gross margin [--] million subscribers Explosive YoY growth Only $5bn market cap Over trillion dollar market Subscription based model"  
[X Link](https://x.com/MarcalCarbo/status/1859706944145203231)  2024-11-21T21:14Z [--] followers, [---] engagements


"@TravisHoium Yes and the stock price has only x25 since IPO"  
[X Link](https://x.com/MarcalCarbo/status/1860712648880300514)  2024-11-24T15:50Z [--] followers, [--] engagements


"@amitisinvesting $HIMS Yeah same thing happened to HIMS a week ago but we have already recovered"  
[X Link](https://x.com/MarcalCarbo/status/1861081285927616739)  2024-11-25T16:15Z [--] followers, [---] engagements


"@liminaltime Thank you for sharing this. Yes I always see better value in $SEZL than $SOFI and thought one day when everybody knows about this Sezzle will surge in value to meet Sofi. Will see"  
[X Link](https://x.com/MarcalCarbo/status/1862440416580075960)  2024-11-29T10:16Z [--] followers, [--] engagements


"@alc2022 better than $PLTR Why"  
[X Link](https://x.com/MarcalCarbo/status/1862850017825886374)  2024-11-30T13:23Z [--] followers, [---] engagements


"$HIMS My one pager for HIMS $HIMS I took all of your suggestions and made a few changes to the one pager. I now have a valuation section with potential targets. It's a fun exercise for me to see how this actually plays out in [--] to [--] years. Starting with my highest conviction play https://t.co/HsaQD5ePxr My one pager for HIMS $HIMS I took all of your suggestions and made a few changes to the one pager. I now have a valuation section with potential targets. It's a fun exercise for me to see how this actually plays out in [--] to [--] years. Starting with my highest conviction play"  
[X Link](https://x.com/MarcalCarbo/status/1863520196536811726)  2024-12-02T09:46Z [--] followers, [---] engagements


"@ScooperCapital @StockMKTNewz Apparently $AMZN has been trying to compete for years with several different propositions without success. The level of personalisation that $HIMS offer can't be done by $AMZN for now and would require a good cpx expenditure from them. I know they can do it but $HIMS is way ahead"  
[X Link](https://x.com/MarcalCarbo/status/1865520837668798813)  2024-12-07T22:16Z [--] followers, [---] engagements


"@EzekielMX @mvcinvesting Well done because when $HIMS has a red day it drops like 8%"  
[X Link](https://x.com/MarcalCarbo/status/1865689429165130191)  2024-12-08T09:26Z [--] followers, [---] engagements


"@TobiasBlueder Don't worry at its peak it is still less valued than $AFRM and it should trade with a premium"  
[X Link](https://x.com/MarcalCarbo/status/1866532365222183096)  2024-12-10T17:16Z [--] followers, [--] engagements


"$HIMS is building a moat. It will reach a point where other companies won't be able to compete with HIMS. BLUE DUCK CAPITAL'S BEST IDEA: $HIMS UNIT ECONOMICS TO RIVAL BEST SAAS COMPANIES - As $HIMS adds new categories the available solutions to patients go up this drives growth in orders revenue / user (ARPU) and life-time value (LTV) - We estimate that the average LTV/CAC has https://t.co/2syag3Jkzf BLUE DUCK CAPITAL'S BEST IDEA: $HIMS UNIT ECONOMICS TO RIVAL BEST SAAS COMPANIES - As $HIMS adds new categories the available solutions to patients go up this drives growth in orders revenue /"  
[X Link](https://x.com/MarcalCarbo/status/1866611672493986273)  2024-12-10T22:31Z [--] followers, [---] engagements


"$HIMS $SEZL $PLTR In days like today is good to remember: Time in the marketTiming the market"  
[X Link](https://x.com/MarcalCarbo/status/1869483420629467432)  2024-12-18T20:42Z [--] followers, [---] engagements


"@BullishBuffett Also $SEZL is a B Corp certified with a good mark in transparency and in costumer care"  
[X Link](https://x.com/MarcalCarbo/status/1869486096872259666)  2024-12-18T20:53Z [--] followers, [---] engagements


"Worst short report ever"  
[X Link](https://x.com/MarcalCarbo/status/1870477733652037696)  2024-12-21T14:33Z [--] followers, [--] engagements


"@mvcinvesting And $SEZL too"  
[X Link](https://x.com/MarcalCarbo/status/1870526495816646726)  2024-12-21T17:47Z [--] followers, [---] engagements


"@StockMKTNewz $SEZL is an easy 2-3x in the next ER for 4Q24"  
[X Link](https://x.com/MarcalCarbo/status/1872026609257267428)  2024-12-25T21:08Z [--] followers, [---] engagements


"$SEZL is a no-brainer at these price levels My one pager investment thesis on Sezzle $SEZL This has been on a absolute rampage in terms of performance. Yet I feel like this business is still relatively undiscovered. I see great growth prospects for Sezzle in the near future. One of my four top Tier [--] holdings. https://t.co/W4fjwhIJ3T My one pager investment thesis on Sezzle $SEZL This has been on a absolute rampage in terms of performance. Yet I feel like this business is still relatively undiscovered. I see great growth prospects for Sezzle in the near future. One of my four top Tier 1"  
[X Link](https://x.com/MarcalCarbo/status/1872405150859690138)  2024-12-26T22:12Z [--] followers, [---] engagements


"Unpopular opinion on the fintech stock space: $SEZL $SOFI Even with the short report form Hindenburg. Actually it doesn't change much anything since it hasn't discovered new stuff"  
[X Link](https://x.com/MarcalCarbo/status/1872662964001706480)  2024-12-27T15:16Z [--] followers, [---] engagements


"@growthrapidly $SEZL is an easy 2-3x by ER"  
[X Link](https://x.com/MarcalCarbo/status/1872750286214942748)  2024-12-27T21:03Z [--] followers, [--] engagements


"$HIMS has plenty of green flags 🚨 Why $HIMS will be able to sustain its profits over the next few years 🧐👇 $HIMS is building the worlds most trusted Health & Wellness brand and this is key to attract & retain customers. Indeed this strong and recognized Brand is creating customer loyalty and https://t.co/Fljkbuv8r5 🚨 Why $HIMS will be able to sustain its profits over the next few years 🧐👇 $HIMS is building the worlds most trusted Health & Wellness brand and this is key to attract & retain customers. Indeed this strong and recognized Brand is creating customer loyalty and"  
[X Link](https://x.com/MarcalCarbo/status/1872945849321541773)  2024-12-28T10:01Z [--] followers, [---] engagements


"@amitisinvesting I would do it to buy blue chip stocks"  
[X Link](https://x.com/MarcalCarbo/status/1873477932754325540)  2024-12-29T21:15Z [--] followers, [--] engagements


"@mvcinvesting Looks promising"  
[X Link](https://x.com/MarcalCarbo/status/1875549354708369532)  2025-01-04T14:26Z [--] followers, [---] engagements


"@JJ10224076 Well done sir time will bring us $SEZL shareholders great returns"  
[X Link](https://x.com/MarcalCarbo/status/1877024739211792849)  2025-01-08T16:09Z [--] followers, [---] engagements


"$SEZL is up 10% pre-market after yesterday @sezzleinc raised guidance again for the FY24. This is the beginning of a journey that could bring the $SEZL stock to new ATH. Great job @CharlieYouakim. @HindenburgRes should be worried a short squeeze is on the table"  
[X Link](https://x.com/MarcalCarbo/status/1879842906518994962)  2025-01-16T10:47Z [--] followers, [---] engagements


"@alc2022 $HIMS"  
[X Link](https://x.com/MarcalCarbo/status/1881018260411593115)  2025-01-19T16:37Z [--] followers, [---] engagements


"@growthrapidly Don't forget $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1881373147456590045)  2025-01-20T16:08Z [--] followers, [---] engagements


"@growthrapidly If you like $AFRM you will love $SEZL. Both are BNPL but Sezzle numbers are significantly better (growth profitability and valuation). https://x.com/FrameworkWisely/status/1880379887812562985 https://x.com/MarcalCarbo/status/1862282114399416787 Why I'm buying $SEZL [--] It's founder-led and high insider ownership 50% [--] Buy Now Pay Later is the mega-trend [--] $SEZL is a much smaller player in the BNPL space compapred to $AFRM but yet it's way more profitable than $AFRM TTM Revenue: $SEZL 0.22B $AFRM 2.52B TTM operating https://t.co/cjJDH2sydm"  
[X Link](https://x.com/MarcalCarbo/status/1881393598408847444)  2025-01-20T17:29Z [--] followers, [---] engagements


"$SEZL [----] is going to be a great year for @sezzleinc shareholders"  
[X Link](https://x.com/MarcalCarbo/status/1882476892743492052)  2025-01-23T17:14Z [--] followers, [---] engagements


"$SEZL The 24th of February is coming @sezzleinc https://www.stocktitan.net/news/SEZL/sezzle-provides-update-to-2024-guidance-ahead-of-investor-pn5rv442t03u.html https://www.stocktitan.net/news/SEZL/sezzle-provides-update-to-2024-guidance-ahead-of-investor-pn5rv442t03u.html"  
[X Link](https://x.com/MarcalCarbo/status/1882481004264427926)  2025-01-23T17:30Z [--] followers, [--] engagements


"@mvcinvesting $SEZL I think you should take a look if you like fintech"  
[X Link](https://x.com/MarcalCarbo/status/1882488058769244242)  2025-01-23T17:58Z [--] followers, [---] engagements


"@InvestorMexican Why are you selling $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1886210665624314054)  2025-02-03T00:30Z [--] followers, [--] engagements


"@MichaelWigginsO Are you bullish on $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1886211426194235515)  2025-02-03T00:33Z [---] followers, [---] engagements


"@Tech_Investor20 I thought you were all-in on $HIMS"  
[X Link](https://x.com/MarcalCarbo/status/1887824844902875534)  2025-02-07T11:24Z [--] followers, [---] engagements


"@TheLongInvest $SEZL and $HIMS"  
[X Link](https://x.com/MarcalCarbo/status/1888719056418800017)  2025-02-09T22:38Z [--] followers, [----] engagements


"@DanChilders7 Honest question: Do you see $SMLR stock as a better opportunity than $MSTR right now And why"  
[X Link](https://x.com/MarcalCarbo/status/1888872038787346728)  2025-02-10T08:46Z [--] followers, [---] engagements


"@ryshab What do you think about $AFRM Will [----] be a full profitable year for them If that's the case do you expect the margins to get to the same level as $SEZL eventually"  
[X Link](https://x.com/MarcalCarbo/status/1897714755189821756)  2025-03-06T18:23Z [---] followers, [---] engagements


"@ryshab Do you hold the same % of your portfolio in each"  
[X Link](https://x.com/MarcalCarbo/status/1897720316840886566)  2025-03-06T18:45Z [---] followers, [--] engagements


"@ryshab Cool I see $SEZL as more undervalued right now. But when $AFRM hits a straight couple of profitable quarters the share price could skyrocket. And I think that would make $SEZL price also jump to higher multiples as they are in the same market. Cheers"  
[X Link](https://x.com/MarcalCarbo/status/1897723534631113059)  2025-03-06T18:58Z [---] followers, [---] engagements


"Grateful to buy this month dosis of shares with a discount. $HIMS $SEZL $PLTR"  
[X Link](https://x.com/MarcalCarbo/status/1900856437162557723)  2025-03-15T10:27Z [---] followers, [---] engagements


"@grayvest_ $SEZL fundamentals keep getting better exponentially. The stock price hasn't realised it yet but will get on point abrutptly"  
[X Link](https://x.com/MarcalCarbo/status/1907481570908234215)  2025-04-02T17:13Z [---] followers, [---] engagements


"@AidanOster Great things coming for $SEZL and $HIMS as well"  
[X Link](https://x.com/MarcalCarbo/status/1907482131724382457)  2025-04-02T17:15Z [---] followers, [---] engagements


"@jevgenijs $SEZL Definetly buying the dip in here✌"  
[X Link](https://x.com/MarcalCarbo/status/1908273750782730303)  2025-04-04T21:41Z [---] followers, [--] engagements


"@Dividends_Mania @DataDInvesting $HIMS is the first telehealth company ever in the US to be growing its customer base while FCF positive this is the moat"  
[X Link](https://x.com/MarcalCarbo/status/1916311909030129850)  2025-04-27T02:02Z [---] followers, [---] engagements


"$HIMS 🤝 $NVO The most expected colabo in the healthcare stock market is finallly in. Great move"  
[X Link](https://x.com/MarcalCarbo/status/1917181204010356868)  2025-04-29T11:36Z [---] followers, [---] engagements


"@MartinShkreli @business $LLY even made an statement about it. https://investor.lilly.com/news-releases/news-release-details/statement-lilly-has-no-affiliation-hims-hers https://investor.lilly.com/news-releases/news-release-details/statement-lilly-has-no-affiliation-hims-hers"  
[X Link](https://x.com/MarcalCarbo/status/1917878318210089108)  2025-05-01T09:46Z [---] followers, [--] engagements


"$HIMS is the 5th stock on @Stocktwits with the most new watchers in the last 24h. Something cooking"  
[X Link](https://x.com/MarcalCarbo/status/1919097097195835575)  2025-05-04T18:29Z [---] followers, [----] engagements


"$HIMS is in the 1st postion of the Trending ranking of @Stocktwits"  
[X Link](https://x.com/MarcalCarbo/status/1919827363841392905)  2025-05-06T18:51Z [---] followers, [---] engagements


"$SEZL Q1 report: Revenue: $105M vs $65M expected (124% growth)✅ EPS: $1.00 vs 0.32$ expected (+400% YoY growth)✅ Raised FY25 Net Income Guidance by 50% to $120M✅ Strong cash position $120.9M✅ The stock is up 30% AHshort squeeze is on the table https://www.stocktitan.net/news/SEZL/sezzle-reports-first-quarter-2025-w292ev3gyswv.html https://www.stocktitan.net/news/SEZL/sezzle-reports-first-quarter-2025-w292ev3gyswv.html"  
[X Link](https://x.com/MarcalCarbo/status/1920212619937341534)  2025-05-07T20:22Z [---] followers, [---] engagements


"The fee rate that $HIMS shorts have to pay to borrow is at the highest level of the year. Yes even higher than in the February mini-squeeze. Add this to all the money they have lost in the last month"  
[X Link](https://x.com/MarcalCarbo/status/1921871043624317274)  2025-05-12T10:12Z [---] followers, [----] engagements


"@Sandeman52 Even more with $HIMS"  
[X Link](https://x.com/MarcalCarbo/status/1922972439937491054)  2025-05-15T11:08Z [---] followers, [---] engagements


"I had no idea about this but looks promising. Today can be a great day for $HIMS 📣 $HIMS dropped over 10% today triggering SSR (Short Sale Restriction) which stays active tomorrow. That means shorts cant hit the bid. They can only short on upticks. If buying pressure shows up shorts get boxed in. Momentum flips fast under SSR. Get ready for tomorrow😊 📣 $HIMS dropped over 10% today triggering SSR (Short Sale Restriction) which stays active tomorrow. That means shorts cant hit the bid. They can only short on upticks. If buying pressure shows up shorts get boxed in. Momentum flips fast under"  
[X Link](https://x.com/MarcalCarbo/status/1923370502510268794)  2025-05-16T13:30Z [---] followers, [---] engagements


"@ryshab You are the only one who's got both $SEZL and $HIMS for a while now same as me. It's been a great [--] months to own both and expecting the same going on. Congrats"  
[X Link](https://x.com/MarcalCarbo/status/1923479720114389284)  2025-05-16T20:44Z [---] followers, [----] engagements


"@TheLongInvest $HIMS is the new $HIMS we are only getting started"  
[X Link](https://x.com/MarcalCarbo/status/1924445965911495169)  2025-05-19T12:44Z [---] followers, [----] engagements


"$SEZL Borrowing fee rates for Sezzle stock has 4x in less than [--] days. This adds presure to the shorts. 22% of the float is shorted and they are ALL losing money at this point. There is [--] options: Short burn or short squeeze. NFA"  
[X Link](https://x.com/MarcalCarbo/status/1924457124702179684)  2025-05-19T13:28Z [---] followers, [---] engagements


"$SEZL Holding since $21"  
[X Link](https://x.com/MarcalCarbo/status/1924534334205100408)  2025-05-19T18:35Z [---] followers, [---] engagements


"@pickandlock $SEZL is also profitable"  
[X Link](https://x.com/MarcalCarbo/status/1924806146444906897)  2025-05-20T12:35Z [---] followers, [--] engagements


"@NighthawkTradez So bullish on $HIMS"  
[X Link](https://x.com/MarcalCarbo/status/1927454417512542249)  2025-05-27T19:58Z [---] followers, [----] engagements


"@data168 Okey I would love to see if the data supports it. We should also consider Lifemd was green as well and also other pharma stocks"  
[X Link](https://x.com/MarcalCarbo/status/1928759479253733675)  2025-05-31T10:24Z [---] followers, [--] engagements


"@NighthawkTradez @TheBTCTherapist Then all in $HIMS"  
[X Link](https://x.com/MarcalCarbo/status/1929210506851553413)  2025-06-01T16:16Z [---] followers, [--] engagements


"@JohnProv1 The one holding more $HIMS and $SEZL wins"  
[X Link](https://x.com/MarcalCarbo/status/1929323920034840695)  2025-06-01T23:47Z [---] followers, [---] engagements


"$HIMS is #5 on @Stocktwits Trending 🔥 @himshouse"  
[X Link](https://x.com/MarcalCarbo/status/1929892684589633930)  2025-06-03T13:27Z [---] followers, [----] engagements


"@StonkChris $HIMS and $SEZL you mean"  
[X Link](https://x.com/MarcalCarbo/status/1930149566822633840)  2025-06-04T06:28Z [---] followers, [----] engagements


"@Han_Akamatsu Never getting tired of recommending to take a look at $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1930682154868154823)  2025-06-05T17:44Z [---] followers, [----] engagements


"$HIMS 's fair value is north of 100$ per share right now. @simplywallst According to SimplyWallStreet the share price of $HIMS is significally undervalued when looking at its future cash flows. https://t.co/Z9ZikrUMUa According to SimplyWallStreet the share price of $HIMS is significally undervalued when looking at its future cash flows. https://t.co/Z9ZikrUMUa"  
[X Link](https://x.com/MarcalCarbo/status/1932000206414860483)  2025-06-09T09:01Z [---] followers, [---] engagements


"@HolySmokas $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1932024053075734713)  2025-06-09T10:36Z [---] followers, [--] engagements


"@rockdasparty Yes If my research is correct it will be the leader in the BNPL market"  
[X Link](https://x.com/MarcalCarbo/status/1932036659198988701)  2025-06-09T11:26Z [---] followers, [--] engagements


"Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯"  
[X Link](https://x.com/MarcalCarbo/status/1932403029006819496)  2025-06-10T11:42Z [---] followers, 24.8K engagements


"$SEZL Have you seen a more beautiful growth rate trend The accelaration is so clear now. From -11% to +71% in [--] quarters. Straight. Credits to @tickerplus for the 2Q25 estimates. $AFRM $SHOP $XYZ $ZIP.CO $PYPL"  
[X Link](https://x.com/MarcalCarbo/status/1932438087906246851)  2025-06-10T14:01Z [---] followers, [---] engagements


"@MartyChargin Sezzle management know what they are doing https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it"  
[X Link](https://x.com/MarcalCarbo/status/1932448955956158656)  2025-06-10T14:45Z [---] followers, [--] engagements


"@NuancedFI Maybe you'll regret it was too early sir https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is"  
[X Link](https://x.com/MarcalCarbo/status/1932450018272645323)  2025-06-10T14:49Z [---] followers, [--] engagements


"Even @ZacksResearch analysts are now bullish on $SEZL https://finance.yahoo.com/news/sezzle-stock-skyrockets-1000-buy-132700882.html https://finance.yahoo.com/news/sezzle-stock-skyrockets-1000-buy-132700882.html"  
[X Link](https://x.com/MarcalCarbo/status/1932488322020000176)  2025-06-10T17:21Z [---] followers, [---] engagements


"NEW S.I. DATA RELEASED FOR $SEZL 🚨 From the 15th to the 30th of May the stock went on a 18% rally. But this had noting to do with shorts covering. In fact they added 200k new shares. Now there's 3M shares shorted 175% of the float And ALL of them are losing money since we are around ATH. What will it take for shorts to capitulate"  
[X Link](https://x.com/MarcalCarbo/status/1932716330005692417)  2025-06-11T08:27Z [---] followers, [---] engagements


"New ATH for $SEZL 👀 We have been yielding a timid 200% YTD. Impressive Bought my position last summer at $21 (postsplit) so it's a nice 6.5X for me now"  
[X Link](https://x.com/MarcalCarbo/status/1933157584594247711)  2025-06-12T13:40Z [---] followers, [---] engagements


"@InvestorMexican I really don't think $SEZL will fall much anytime soon the numbers will support today's price and more. https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I"  
[X Link](https://x.com/MarcalCarbo/status/1933449770757988616)  2025-06-13T09:02Z [---] followers, [---] engagements


"@mvcinvesting Exactly why I'm adding more $SEZL eventhough it's 6x more expensive than last summer https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25"  
[X Link](https://x.com/MarcalCarbo/status/1933536378085925260)  2025-06-13T14:46Z [---] followers, [----] engagements


"@StockSavvyShay @FuturumEquities Missing my top G $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1934352495335387550)  2025-06-15T20:49Z [---] followers, [---] engagements


"@WalterA09213626 @thefintechtimes @sezzleinc Hope you are still holding"  
[X Link](https://x.com/MarcalCarbo/status/1934721519281717657)  2025-06-16T21:15Z [---] followers, [--] engagements


"@RyshabTalks Welcome to $SEZL The only way to lose money is to short it NFA"  
[X Link](https://x.com/MarcalCarbo/status/1934724742243623248)  2025-06-16T21:28Z [---] followers, [---] engagements


"Bought a smallcap last year but it has risen so much that now is a midcap. I keep adding because I think it will become a largecap in no time. NFA (x7 now) Just $SEZL The only way to lose money is to short it"  
[X Link](https://x.com/MarcalCarbo/status/1934727498970849430)  2025-06-16T21:39Z [---] followers, [---] engagements


"@DividendDude_X $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1934735621031104843)  2025-06-16T22:11Z [---] followers, [---] engagements


"Well it definetly is now richly valued especially if you compare it to $AFRM or other peers. But let's be honest what $SEZL is achieving deserves this and even more valuation. (30 P/S imho) Rule of [--] now sits at [---] this is elite even comparing to the whole stock market. NFA Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio Let's talk about Sezzle $SEZL I've take a look"  
[X Link](https://x.com/MarcalCarbo/status/1934875622263713915)  2025-06-17T07:27Z [---] followers, [---] engagements


"Schwab Network comments on $SEZL We are really starting to see more coverago of the stock. Investors come to take a look at $SEZL because of the price action but they buy shares because of the elite-level financials and KPI's. https://www.youtube.com/watchv=7-A-Z4kygbg&t=314s https://www.youtube.com/watchv=7-A-Z4kygbg&t=314s"  
[X Link](https://x.com/MarcalCarbo/status/1934885697187393568)  2025-06-17T08:07Z [---] followers, [---] engagements


"$SEZL is up +48% since @jimcramer told us to take profits It really never fails $SEZL When @jimcramer tells you to take profits you know what to do. PE of [--] for a company growing +120% YoY After having the best quarter ever and raising guidance Noted Jim 👍 New ATH's incoming https://t.co/9G7VYNZIUd $SEZL When @jimcramer tells you to take profits you know what to do. PE of [--] for a company growing +120% YoY After having the best quarter ever and raising guidance Noted Jim 👍 New ATH's incoming https://t.co/9G7VYNZIUd"  
[X Link](https://x.com/MarcalCarbo/status/1934921087172698142)  2025-06-17T10:28Z [---] followers, [---] engagements


"We surely could. I mean $AFRM back in [----] reached 53P/S and was losing a ton of money. It was growing revenue 100%YoY. We are growing 120% and accelerating plus we are very profitable. So in theory we could. Probably wouldn't be sustainable but I wouldn't sell all my stack if it happens"  
[X Link](https://x.com/MarcalCarbo/status/1934980036362150169)  2025-06-17T14:22Z [---] followers, [--] engagements


"@YodaStockInvest A ton of $SEZL and $HIMS and some $NVDA"  
[X Link](https://x.com/MarcalCarbo/status/1935021806404124986)  2025-06-17T17:08Z [---] followers, [---] engagements


"@escvel0city11 $SEZL KPI's are really elite level"  
[X Link](https://x.com/MarcalCarbo/status/1935360972056588716)  2025-06-18T15:36Z [---] followers, [---] engagements


"@escvel0city11 I took a look and the growth rate of $APP while being profitable was at it's peak of 47% YoY. I understand it's a bigger company. But it's not even comparable $SEZL is doing 100% YoY now. Maybe you refered to the net margin which was improving every quarter of [----] for app"  
[X Link](https://x.com/MarcalCarbo/status/1935437533837402451)  2025-06-18T20:40Z [---] followers, [---] engagements


"Reminder 🚨 $SEZL is up 272% since @HindenburgRes called it a Failing Buy Now Pay Later Platform . blahblah Those short sellers are already out of business but Sezzle still has 18% short float. Plenty of shorts to squeeze out yet. @sezzleinc https://hindenburgresearch.com/sezzle/ https://hindenburgresearch.com/sezzle/"  
[X Link](https://x.com/MarcalCarbo/status/1935440581808783789)  2025-06-18T20:52Z [---] followers, [----] engagements


"@StonkChris Hope you include $SEZL https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really"  
[X Link](https://x.com/MarcalCarbo/status/1935448217417826588)  2025-06-18T21:23Z [---] followers, [---] engagements


"$SEZL reaches [----] watchers on @Stocktwits Just [--] days ago we reached [----]. It looks like the growth of watchers is accelerating. Retail is starting to discover this beast. https://x.com/MarcalCarbo/status/1932387926815760638 $SEZL reaches [----] watchers on @Stocktwits Retail is getting on the train of profitable accelarating growth in the BNPL sector🔥 https://t.co/VAq9LDjGCw https://x.com/MarcalCarbo/status/1932387926815760638 $SEZL reaches [----] watchers on @Stocktwits Retail is getting on the train of profitable accelarating growth in the BNPL sector🔥 https://t.co/VAq9LDjGCw"  
[X Link](https://x.com/MarcalCarbo/status/1935633046130311401)  2025-06-19T09:37Z [---] followers, [---] engagements


"@TheValueFind3rr $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1935640118762561833)  2025-06-19T10:05Z [---] followers, [----] engagements


"$SEZL Since the 4th of April Sezzle stock has jumped 400%. In the same time the short float has also increased by 30%. Shorts have accumulated a loss of $333.6M in [--] days. No short covering yet"  
[X Link](https://x.com/MarcalCarbo/status/1935647184403275786)  2025-06-19T10:33Z [---] followers, [---] engagements


"@Barchart Not $SEZL and $HIMS"  
[X Link](https://x.com/MarcalCarbo/status/1935652240330543608)  2025-06-19T10:53Z [---] followers, [---] engagements


"So $AFRM raised guidance by 3% and @YahooFinance writes an article about it. On the other hand $SEZL raised guidance from 30% to 60-65% revenue growth rate. We are not the same"  
[X Link](https://x.com/MarcalCarbo/status/1935676372334055765)  2025-06-19T12:29Z [---] followers, [----] engagements


"@StockSavvyShay Take a look at $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1935684506293539098)  2025-06-19T13:02Z [---] followers, [----] engagements


"@alc2022 Antonio really recommend you taking a look at $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1935688014933442864)  2025-06-19T13:16Z [---] followers, [----] engagements


"@Dixie_Capital $SEZL would fit perfectly this criteria"  
[X Link](https://x.com/MarcalCarbo/status/1935745187017330989)  2025-06-19T17:03Z [---] followers, [---] engagements


"What multiple TTM P/S would give the current market a company with the following features: - 120% Revenue Growth YoY - 35% Net Margin (It can reach 50% in a more mature state) I know there plenty more stuff to consider but use just these. [--] (TTM P/S) [--] [--] [--] [--] (TTM P/S) [--] [--] 40"  
[X Link](https://x.com/MarcalCarbo/status/1935828565313937627)  2025-06-19T22:34Z [---] followers, [---] engagements


"If you are on this list is because I really respect you as an investor and you probably have influenced me somehow with some of my holdings. I would appreciate if yoy could take 30sec to answer this. Ty @alc2022 @mvcinvesting @Tech_Investor20 @himshouse @Han_Akamatsu @amitisinvesting @BaysideGrowth @growthrapidly @MichaelZero10 @YodaStockInvest @The_AI_Investor"  
[X Link](https://x.com/MarcalCarbo/status/1935829650233540943)  2025-06-19T22:38Z [---] followers, [---] engagements


"@YodaStockInvest @alc2022 @mvcinvesting @Tech_Investor20 @himshouse @Han_Akamatsu Makes a lot of sense what you are saying. In this case it's suppose to be sustainable as it is already accelarating so 120% appears to be the new baseline for this company now"  
[X Link](https://x.com/MarcalCarbo/status/1935870114416804269)  2025-06-20T01:19Z [---] followers, [--] engagements


"@tickerplus Looks promising. Maybe $SEZL +10% on Monday"  
[X Link](https://x.com/MarcalCarbo/status/1935873070465708422)  2025-06-20T01:31Z [---] followers, [---] engagements


"@harambe_jesus20 This is insane. $SEZL shorts"  
[X Link](https://x.com/MarcalCarbo/status/1936021942206943540)  2025-06-20T11:22Z [---] followers, [--] engagements


"@hikingskiing I think you should take a look at this $SEZL chart: https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton"  
[X Link](https://x.com/MarcalCarbo/status/1936027253516730437)  2025-06-20T11:44Z [---] followers, [---] engagements


"$SEZL shorts be like"  
[X Link](https://x.com/MarcalCarbo/status/1936030680779280545)  2025-06-20T11:57Z [---] followers, [----] engagements


"We are not bullish enough on $SEZL $SEZL (Sezzle) is already up 180% since my May writeup. But new alternative data suggests the real breakout may still be ahead. This growth rate chart got my attention. https://t.co/tHZseO04iO $SEZL (Sezzle) is already up 180% since my May writeup. But new alternative data suggests the real breakout may still be ahead. This growth rate chart got my attention. https://t.co/tHZseO04iO"  
[X Link](https://x.com/MarcalCarbo/status/1936238491433591201)  2025-06-21T01:43Z [---] followers, [---] engagements


"@Chart_Guy $SEZL I truly believe the fundamental support this level and more. But to see that one has to look at the business metrics not just the price action"  
[X Link](https://x.com/MarcalCarbo/status/1936390786980937920)  2025-06-21T11:48Z [---] followers, [--] engagements


"$SEZL We are just halfway EOY. I said this when we had 20-30% growth guidance. Now we have 60-65%. And the ones who have been $SEZL shareholders for a while we know that they like to give low-ball guidance to beat and raise easily. $SEZL [----] is going to be a great year for @sezzleinc shareholders https://t.co/z5YDMW4qvk $SEZL [----] is going to be a great year for @sezzleinc shareholders https://t.co/z5YDMW4qvk"  
[X Link](https://x.com/MarcalCarbo/status/1936395342200648010)  2025-06-21T12:06Z [---] followers, [---] engagements


"@hikingskiing $SEZL & $HIMS both way more"  
[X Link](https://x.com/MarcalCarbo/status/1936437507396116824)  2025-06-21T14:54Z [---] followers, [---] engagements


"@StockSavvyShay @FuturumEquities How much more does $SEZL need to go to deserve a spot on your list"  
[X Link](https://x.com/MarcalCarbo/status/1936438853239239143)  2025-06-21T14:59Z [---] followers, [---] engagements


"If you want to know why $SEZL is thriving (and most likely will continue) you should read this article. The comparison with the other BNPL business models is great. The narrative of the bull thesis is awesome. The projeccions numbers are now way too low imo but it was done before 1Q25 ER. $SEZL is not the same. Credits to @investor321123 https://www.dropbox.com/scl/fi/s98p49yepen8bkl0ra21r/Sezzle-investment-memo.pdfrlkey=suv6vvp6q54tzc4er0anr3e1x&e=4&st=cbz9n2qg&dl=0"  
[X Link](https://x.com/MarcalCarbo/status/1936823150890619063)  2025-06-22T16:26Z [---] followers, [----] engagements


"$SEZL $AFRM $XYZ"  
[X Link](https://x.com/MarcalCarbo/status/1936925905315840246)  2025-06-22T23:14Z [---] followers, [---] engagements


"@Tech_Investor20 Unpopular opinion $SEZL $ZETA"  
[X Link](https://x.com/MarcalCarbo/status/1937536457356284197)  2025-06-24T15:41Z [---] followers, [--] engagements


"@crowntradingllc Q1 revenue was up 123% so even more bullish🔥 https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M."  
[X Link](https://x.com/MarcalCarbo/status/1937539653046857875)  2025-06-24T15:53Z [---] followers, [--] engagements


"@TheLongInvest Also with $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1937575014720766145)  2025-06-24T18:14Z [---] followers, [----] engagements


"@JSpitTrades $SEZL looks like is just getting started https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now"  
[X Link](https://x.com/MarcalCarbo/status/1937637941330727068)  2025-06-24T22:24Z [---] followers, [---] engagements


"@gbstocks Looks like $SEZL is just getting started Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio"  
[X Link](https://x.com/MarcalCarbo/status/1937647845730816150)  2025-06-24T23:03Z [---] followers, [---] engagements


"@Next100Baggers $SEZL what a beast"  
[X Link](https://x.com/MarcalCarbo/status/1937809797077942327)  2025-06-25T09:47Z [---] followers, [--] engagements


"@harambe_jesus20 Since Webank partnership Sezzle's borrowing costs are already low enough to be high margin profitable. But it does lower borrowing costs for BNPL"  
[X Link](https://x.com/MarcalCarbo/status/1937866044086874509)  2025-06-25T13:30Z [---] followers, [--] engagements


"New short interest Data on @sezzleinc 🚨 On June 13th the number of shares short saled was 3M. $SEZL still has 17% short float. In the same time the stock was up 30%. Shorts lossed an additional $93M just in those [--] weeks The rally has been just on bulls [--] covering yet"  
[X Link](https://x.com/MarcalCarbo/status/1937976984476229674)  2025-06-25T20:51Z [---] followers, [---] engagements


"@RyanReeves_ Exactly and if this acceleration of revenue growth continues $SEZL may surpass $AFRM market cap very soon https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/MarcalCarbo/status/1932403029006819496 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also"  
[X Link](https://x.com/MarcalCarbo/status/1938159736756613347)  2025-06-26T08:57Z [---] followers, [--] engagements


"@MMMTwealth $SEZL even more nfa"  
[X Link](https://x.com/MarcalCarbo/status/1938336546811187578)  2025-06-26T20:40Z [---] followers, [---] engagements


"@thestockwhale Maybe you could take a look at $Sezl also"  
[X Link](https://x.com/MarcalCarbo/status/1938341104270905751)  2025-06-26T20:58Z [---] followers, [---] engagements


"@dan_tmt $Sezl is just getting started Dan https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is"  
[X Link](https://x.com/MarcalCarbo/status/1938356928515551268)  2025-06-26T22:01Z [---] followers, [---] engagements


"@MalibuInvest @MartyChargin $Sezl is cooking something🥩"  
[X Link](https://x.com/MarcalCarbo/status/1938357726683263225)  2025-06-26T22:04Z [---] followers, [--] engagements


"@MarketMaestro1 Plenty of bears in Sezzle"  
[X Link](https://x.com/MarcalCarbo/status/1938357919239835705)  2025-06-26T22:05Z [---] followers, [--] engagements


"$SEZL 167$ in AH that's ATH🔥 $SEZL Q2 [----] TickerTrends Forecast Revision GMV: $912M - $923M +1.2% Email admin@tickertrends.io for full access https://t.co/87fvFH6J1P $SEZL Q2 [----] TickerTrends Forecast Revision GMV: $912M - $923M +1.2% Email admin@tickertrends.io for full access https://t.co/87fvFH6J1P"  
[X Link](https://x.com/MarcalCarbo/status/1938360934935732679)  2025-06-26T22:17Z [---] followers, [---] engagements


"@longoption Unpopular opinion $SEZL $SOFI"  
[X Link](https://x.com/MarcalCarbo/status/1938538363881160890)  2025-06-27T10:02Z [---] followers, [---] engagements


"$SEZL At $167 shorts now would need to spend $500M to cover their position. Most of them shorted between 60$ and 38$ so that's an inverse 3-bagger for them. A lot of pressure on shorts watchout for positive catalysts 👀"  
[X Link](https://x.com/MarcalCarbo/status/1938545332234711105)  2025-06-27T10:29Z [---] followers, [---] engagements


"@longoption Understandable the fact that they are all highly unprofitable doesn't help either (except Sezzle)"  
[X Link](https://x.com/MarcalCarbo/status/1938577422284214680)  2025-06-27T12:37Z [---] followers, [--] engagements


"@tickerplus @vincentcapmgmt @Cheshir3Cap I believe we are so early on $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1938593326015320520)  2025-06-27T13:40Z [---] followers, [---] engagements


"@sotdarras Do you still think so"  
[X Link](https://x.com/MarcalCarbo/status/1938609381030998047)  2025-06-27T14:44Z [---] followers, [--] engagements


"@Mr_Derivatives I believe that might be a very bad idea nfa https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of"  
[X Link](https://x.com/MarcalCarbo/status/1938823730228019313)  2025-06-28T04:56Z [---] followers, [---] engagements


"@salmaogs $SEZL please"  
[X Link](https://x.com/MarcalCarbo/status/1938918728579608973)  2025-06-28T11:13Z [---] followers, [---] engagements


"@david_macedo @StockSavvyShay @FuturumEquities What two beats. By the time @StockSavvyShay adds $SEZL to his list it will be a 10bagger"  
[X Link](https://x.com/MarcalCarbo/status/1939012894236254422)  2025-06-28T17:27Z [---] followers, [--] engagements


"Sezzle is 0% hype 123% delivery (and increasing) The only way to lose money on $SEZL is to short it"  
[X Link](https://x.com/MarcalCarbo/status/1939432478403424730)  2025-06-29T21:15Z [---] followers, [---] engagements


"@ravisRealm Waiting for that dip might lead to losing the $SEZL train"  
[X Link](https://x.com/MarcalCarbo/status/1939448746871345365)  2025-06-29T22:19Z [---] followers, [---] engagements


"@ajustman_ @DeepValueReport (NFA) The ones that go all in on $SEZL likely will be like this in [--] years:"  
[X Link](https://x.com/MarcalCarbo/status/1939449765835710911)  2025-06-29T22:23Z [---] followers, [---] engagements


"@Ashton_1nvests Not looking at it at all $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1939603825507074136)  2025-06-30T08:36Z [---] followers, [---] engagements


"$SEZL unveils new tools. This is part of their Customer-Centric strategy that makes them the best BNPL product. The stock is up 5% by now https://www.tradingview.com/news/reuters.com2025-06-30:newsml_GNX5VYWjD:0-sezzle-unveils-smarter-shopping-tools-to-meet-rising-consumer-expectations/ https://www.tradingview.com/news/reuters.com2025-06-30:newsml_GNX5VYWjD:0-sezzle-unveils-smarter-shopping-tools-to-meet-rising-consumer-expectations/"  
[X Link](https://x.com/MarcalCarbo/status/1939680245306871902)  2025-06-30T13:39Z [---] followers, [----] engagements


"@escvel0city11 Fundamentals looking awesome for $SEZL 2Q ER The problem you mean is for shorts right"  
[X Link](https://x.com/MarcalCarbo/status/1939682576060260799)  2025-06-30T13:48Z [---] followers, [---] engagements


"Since that link makes you register in order to read it I share another one more convenient: https://www.stocktitan.net/news/SEZL/sezzle-unveils-smarter-shopping-tools-to-meet-rising-consumer-1kfqpcx5t76y.html https://www.stocktitan.net/news/SEZL/sezzle-unveils-smarter-shopping-tools-to-meet-rising-consumer-1kfqpcx5t76y.html"  
[X Link](https://x.com/MarcalCarbo/status/1939684158256930902)  2025-06-30T13:55Z [---] followers, [--] engagements


"Lets discuss Sezzle Balance a new feature of the Sezzle app: In conclusion @sezzleinc s commitment to a customer-centric strategy continues to drive strong user engagement and adoption Even I wasn't bullish enough on $SEZL https://www.youtube.com/watchv=9y_eyctmv-8&lc=Ugxnb32m2gvrUv4wBGp4AaABAg https://www.youtube.com/watchv=9y_eyctmv-8&lc=Ugxnb32m2gvrUv4wBGp4AaABAg"  
[X Link](https://x.com/MarcalCarbo/status/1939707644169646562)  2025-06-30T15:28Z [---] followers, [---] engagements


"@sezzleinc -Since its launch users have loaded over $65 million into Sezzle Balance- in just [--] months. -For context the companys line of credit in Q1 [----] was $70 million"  
[X Link](https://x.com/MarcalCarbo/status/1939708544137240627)  2025-06-30T15:32Z [---] followers, [--] engagements


"@sezzleinc -This provides free financing for Sezzle reducing operational costs. This could lead to higher margins or lower fee rates making it harder for competitors to replicate Sezzles model profitably"  
[X Link](https://x.com/MarcalCarbo/status/1939708581583945729)  2025-06-30T15:32Z [---] followers, [--] engagements


"@sezzleinc -This ensures guaranteed future GMV as users can only spend these funds on Sezzle products (no withdrawals allowed). -This reflects an impressive adoption rate demonstrating strong user enthusiasm"  
[X Link](https://x.com/MarcalCarbo/status/1939708629441024339)  2025-06-30T15:32Z [---] followers, [--] engagements


"$SEZL is trending on @Stocktwits We still only have low volume of watchers by the time this massive rally is over everybody will have eyes on it"  
[X Link](https://x.com/MarcalCarbo/status/1939741013007872145)  2025-06-30T17:41Z [---] followers, [---] engagements


"$SEZL reaches [----] watchers on @Stocktwits Today we even went up to the 6th postion on Trending above $BBAI $BULL $MSTR then we went down again. Meanwhile on X nobody knows about this stock"  
[X Link](https://x.com/MarcalCarbo/status/1939758391603470554)  2025-06-30T18:50Z [---] followers, [----] engagements


"$SEZL 's Balance will be game changer for the BNPL market"  
[X Link](https://x.com/MarcalCarbo/status/1939779148018303442)  2025-06-30T20:12Z [---] followers, [---] engagements


"@salmaogs $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1939811384318906872)  2025-06-30T22:20Z [---] followers, [---] engagements


"The market hasn't really understood what this new tool Balance means for $SEZL 8% up yesterday was nothing this is a game changer $SEZL recently announced a slew of new shopping tools but $SEZL Balance is a pure stroke of GENIUS and shows what a Masterclass in entrepreneurship Charlie is conducting. $SEZL recently announced a slew of new shopping tools but $SEZL Balance is a pure stroke of GENIUS and shows what a Masterclass in entrepreneurship Charlie is conducting"  
[X Link](https://x.com/MarcalCarbo/status/1939984613666934791)  2025-07-01T09:49Z [---] followers, [----] engagements


"@RedactedAeon They get their credit limit on Sezzle raised (Sezzle puts restrictions on all their users). BNPL is way more aligned with user responsability than traditional credit cards"  
[X Link](https://x.com/MarcalCarbo/status/1939989122988261646)  2025-07-01T10:07Z [---] followers, [---] engagements


"This was said by the CEO on 1Q25 earnings call: "BNPL is aligned with responsible repayment. Consumers must be current with us or they aren't allowed to continue to use us as a payment method. BNPL is very different from a revolving line of credit on a credit card where large overdue balances can be punted into the next cycle accumulating large fees and high APRs leading to a cycle of never-ending debt. We love that we're on the right side of responsible payments." Sezzle users are mostly sub-prime and near-prime yes"  
[X Link](https://x.com/MarcalCarbo/status/1939991611447943532)  2025-07-01T10:16Z [---] followers, [--] engagements


"$SEZL is just taking a rest day"  
[X Link](https://x.com/MarcalCarbo/status/1940066421947630026)  2025-07-01T15:14Z [---] followers, [---] engagements


"@BrokenMoats That's not fair $SEZL was a $1B market cap two days ago. Give it some time"  
[X Link](https://x.com/MarcalCarbo/status/1940107406715064377)  2025-07-01T17:57Z [---] followers, [--] engagements


"@BrokenMoats @escvel0city11 Well it definetly will translate into gmv and a 13% of that into revenue so yeah you can use part of it as working capital. And also now they have shifted away from integrating retailers into just let your mods use sezzle anywhere. I Don't see any valid point in your comm"  
[X Link](https://x.com/MarcalCarbo/status/1940113719889195472)  2025-07-01T18:22Z [---] followers, [--] engagements


"@BrokenMoats @HindenburgRes @StockJabber $SEZL is up 30% since BrokenBoats wrote this. I know this doesn't mean much and it's so short term. But I really believe he is so wrong that I'll post this anyway. And will come back when we are a $15B market cap. NFA"  
[X Link](https://x.com/MarcalCarbo/status/1940117659808338054)  2025-07-01T18:37Z [---] followers, [---] engagements


"@tickerplus Will love that for $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1940137517216657569)  2025-07-01T19:56Z [---] followers, [---] engagements


"@rockdasparty @BrokenMoats @HindenburgRes @StockJabber Sometimes they uncover some fraud or bad stuff. But this time is 🤡 everybody knows Sezzle is a subprime near-prime bnpl and that is not a bad thing. The only ones going bankrupt will be shorts"  
[X Link](https://x.com/MarcalCarbo/status/1940305904760672304)  2025-07-02T07:05Z [---] followers, [--] engagements


"@AutoGPTunofish @RedactedAeon They are guiding for 2.5-3% Plr and always end up doing like 1.6%. You should really listen to an earnings call or read a report"  
[X Link](https://x.com/MarcalCarbo/status/1940306874483843549)  2025-07-02T07:09Z [---] followers, [--] engagements


"This gentleman is the real $SEZL OG He basically told FinX to invest in Sezzle at 1.33$ (post-split) He is up x128 in [--] months 🤝 $sezl Great buying under $8. Pulling off the near impossible in the BNPL space of growth and profitability. See a big month ahead for it. $sezl Great buying under $8. Pulling off the near impossible in the BNPL space of growth and profitability. See a big month ahead for it"  
[X Link](https://x.com/MarcalCarbo/status/1940308455921000902)  2025-07-02T07:15Z [---] followers, [----] engagements


"@longoption If one of those is $SEZL you are set for some big gains NFA https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus prediciton of $912M. Now it is really obvious that the business growth has been accelarating [--] quarters in a row 🤯 https://t.co/F7WWQVGFio https://x.com/marcalcarbo/status/1932403029006819496s=46 Let's talk about Sezzle $SEZL I've take a look at the GMV values for the last [--] quarters and I also have added the 2Q25 @tickerplus"  
[X Link](https://x.com/MarcalCarbo/status/1940343113744310434)  2025-07-02T09:33Z [---] followers, [--] engagements


"@investment51596 $SEZL does have a moat imo"  
[X Link](https://x.com/MarcalCarbo/status/1940343862683427324)  2025-07-02T09:36Z [---] followers, [--] engagements


"@RedactedAeon This is him now @harambe_jesus20"  
[X Link](https://x.com/MarcalCarbo/status/1940395616238289173)  2025-07-02T13:02Z [---] followers, [--] engagements


"Michael Grondahl increased $SEZL price target by 125% just [--] days ago without anyone noticing Today Oppenheimer increases $SEZL price target by 20% to 202$ Maybe they know some stuff that $SEZL shorts don't (Apparently $SEZL shorts don't even read its reports so everybody knows more than them)"  
[X Link](https://x.com/MarcalCarbo/status/1940401688948391943)  2025-07-02T13:26Z [---] followers, [----] engagements


"Turning to a point where everything I see is a positive for $SEZL Delinquency Rate at all time lows Let's take a look at sub-prime-y credit card issuers 30-day DQs (from $SYF $COF) shall we. Either near or at all-time recent lows. https://t.co/3dtF0jr6ib Let's take a look at sub-prime-y credit card issuers 30-day DQs (from $SYF $COF) shall we. Either near or at all-time recent lows. https://t.co/3dtF0jr6ib"  
[X Link](https://x.com/MarcalCarbo/status/1940412052595777549)  2025-07-02T14:07Z [---] followers, [---] engagements


"@charly___AI"  
[X Link](https://x.com/MarcalCarbo/status/1940450555195019280)  2025-07-02T16:40Z [---] followers, [--] engagements


"$SEZL could also be on that list. (and would be the top performer) Someone created a great list of founder-led stocks. Jensen has led NVIDIA for over [--] years quite remarkable. https://t.co/x7RZKUIN4t Someone created a great list of founder-led stocks. Jensen has led NVIDIA for over [--] years quite remarkable. https://t.co/x7RZKUIN4t"  
[X Link](https://x.com/MarcalCarbo/status/1940639399513149816)  2025-07-03T05:11Z [---] followers, [---] engagements


"@alc2022 You will love $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1940774879693099262)  2025-07-03T14:09Z [---] followers, [---] engagements


"@investment51596 I really recommend you reading this article it's related to Sezzle's moat Adj. Pretax Income jumped from $10m $47m YoY in Q1 (margin: 21% to 45%) Fixed cost leverage is exploding. Revs growth rate + EPS should double street est. in Q2+Q3 Its still early. Link to writeup: https://t.co/4kUpmYbItV Adj. Pretax Income jumped from $10m $47m YoY in Q1 (margin: 21% to 45%) Fixed cost leverage is exploding. Revs growth rate + EPS should double street est. in Q2+Q3 Its still early. Link to writeup: https://t.co/4kUpmYbItV"  
[X Link](https://x.com/MarcalCarbo/status/1940796320123674641)  2025-07-03T15:34Z [---] followers, [--] engagements


"New ATH for $SEZL 🚨 Now YTD performance is at +300% MCap $6B Beat that $ZETA Whenever you want you can start to cover @ shorts"  
[X Link](https://x.com/MarcalCarbo/status/1940844248611582193)  2025-07-03T18:45Z [---] followers, [----] engagements


"@HolySmokas You will love $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1941219401518531040)  2025-07-04T19:35Z [---] followers, [---] engagements


"Why would you have your money parked in $AFRM shares when you can invest in $SEZL Better product innovating way more way better growth rates leading the sector (credit building now Sezzle Balance) higher margins and still lower MC Is Affirm better in anything"  
[X Link](https://x.com/MarcalCarbo/status/1941273481552986399)  2025-07-04T23:10Z [---] followers, [---] engagements


"$SEZL is trending #5 on @Stocktwits 👀 "Sezzle is trending due to positive community sentiment around its growth metrics and profitability with many comparing it favorably to competitors like Affirm. Discussions highlight the potential for a short squeeze given the low float and high insider ownership. Upcoming Q2 results are also a key talking point with some predicting a massive beat." And the market isn't even open $AFRM is also trending #3"  
[X Link](https://x.com/MarcalCarbo/status/1941425359502643679)  2025-07-05T09:14Z [---] followers, [---] engagements


"This is a really good watch. 19:09 Charlie does a description of his view on the BNPL marketplace: -Klarna: Main business is in Europe $KLAR -Afterpay: They are part of $XYZ and it's just a small part of their business -ZIP has another product in Australia $ZIP.CO - $AFRM: They have a long term installment product as their primary one - $PYPL : For them BNPL is just a small part of their business Conclusion: $SEZL is the only company hyperfocused on BNPL in North America. That's why Sezzle is innovating way more and leading in terms of bnpl product. Also outperforming all of them in"  
[X Link](https://x.com/MarcalCarbo/status/1941455736698961952)  2025-07-05T11:14Z [---] followers, [---] engagements


"@Chimp_Capital No one has missed the $SEZL break out because it's just getting started imo nfa"  
[X Link](https://x.com/MarcalCarbo/status/1941901107891933507)  2025-07-06T16:44Z [---] followers, [---] engagements


"@gurgavin $SEZL definetly"  
[X Link](https://x.com/MarcalCarbo/status/1941985540624019697)  2025-07-06T22:20Z [---] followers, [----] engagements


"@TacticzH $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1942339302781865989)  2025-07-07T21:45Z [---] followers, [---] engagements


"@HolySmokas I would go all-in $SEZL"  
[X Link](https://x.com/MarcalCarbo/status/1942503187950494118)  2025-07-08T08:37Z [---] followers, [----] engagements


"Provision for credit losses is guided at just 2.5-3% of GMV (and was even lower 1.6% Q1). And they are still able to make 35% NET profit margins. So who cares about this Consumer credit cycle for $SEZL is [--] days with a first quality reading test at the 2nd week. This means if they see a worsening of the credit enviroment they are going to be the first ones to pivot. The management team holds 50% of the company so if they think this growth is sustainable (financial metrics also support that) I think they are way more competent than me to asses that. And probably more than you too"  
[X Link](https://x.com/MarcalCarbo/status/1943289976680001687)  2025-07-10T12:43Z [---] followers, [---] engagements


"@CapitalVennett Yeah it's 12.02% yearly but they make way more than that so it makes sense to pay that interest and make a lot of profit doing so (because sezzle loans are [--] days so they are reusing capital 8x in a year)"  
[X Link](https://x.com/MarcalCarbo/status/1943291053332660380)  2025-07-10T12:47Z [---] followers, [--] engagements


"@CapitalVennett $SEZL business model is customer centric. They are not focused on targeting merchants. They are focused on innovation for the consumer and that's why they have the best BNPL product. (financials and customer growth support this while proving your statements wrong)"  
[X Link](https://x.com/MarcalCarbo/status/1943291647439020517)  2025-07-10T12:50Z [---] followers, [---] engagements


"$SEZL is down 17% from ATH But Sezzle performance data is higher than ever (and soaring) Bullish🔥 $SEZL Mobile App usage data has been soaring non-seasonally for Sezzle. interest in the BNPL product is strong 🔥 new KPI forecast coming soon https://t.co/98HkIz0bSs https://t.co/qGR8YULG7E $SEZL Mobile App usage data has been soaring non-seasonally for Sezzle. interest in the BNPL product is strong 🔥 new KPI forecast coming soon https://t.co/98HkIz0bSs https://t.co/qGR8YULG7E"  
[X Link](https://x.com/MarcalCarbo/status/1943316161342345677)  2025-07-10T14:27Z [---] followers, [----] engagements


"@PPointpass31044 How much is priced in Because $SEZL is trading at a ttm p/s of [--] and that's peanuts for a company growing 120% in Q1. (and data shows the real acceleration started arround May)"  
[X Link](https://x.com/MarcalCarbo/status/1943318223379685713)  2025-07-10T14:35Z [---] followers, [---] engagements


"@_kpeter12 @escvel0city11 Not really. $Sezl is the only doing bnpl profitably. Also the one growing the fastest and only one accelerating. They just have the best team and thus the best bnpl product This is a really good watch. 19:09 Charlie does a description of his view on the BNPL marketplace: -Klarna: Main business is in Europe $KLAR -Afterpay: They are part of $XYZ and it's just a small part of their business -ZIP has another product in Australia $ZIP.CO - $AFRM: This is a really good watch. 19:09 Charlie does a description of his view on the BNPL marketplace: -Klarna: Main business is"  
[X Link](https://x.com/MarcalCarbo/status/1943363318208446689)  2025-07-10T17:34Z [---] followers, [---] engagements


"@BrokenMoats How is this bad for $SEZL as they are the first BNPL to report to credit bureaus allowing option credit building for users (Sezzle UP) way before FICO cared about it Glad to see you finally closed that short it's wise to correct"  
[X Link](https://x.com/MarcalCarbo/status/1943375424555245582)  2025-07-10T18:23Z [---] followers, [---] engagements


"New Short Interest Data for $SEZL 🚨 Short shared have increased 440k shares while the stock price has gone from 134$ to 179$. Now 3.4M shares shorted 20% of free float. So [--] short covering yet this is getting interesting"  
[X Link](https://x.com/MarcalCarbo/status/1943421632879407160)  2025-07-10T21:26Z [---] followers, [----] engagements


"The release of Sezzle On-Demand makes wonders for the frecuency of customer usage for $SEZL From [---] to [---] and I believe this metric still has room to grow https://finance.yahoo.com/news/sezls-demand-much-needed-catalyst-111600949.html https://finance.yahoo.com/news/sezls-demand-much-needed-catalyst-111600949.html"  
[X Link](https://x.com/MarcalCarbo/status/1943665467236704512)  2025-07-11T13:35Z [---] followers, [---] engagements


"@mvcinvesting It's how $SEZL gets this performance metrics"  
[X Link](https://x.com/MarcalCarbo/status/1943684736766874091)  2025-07-11T14:52Z [---] followers, [---] engagements


"$SEZL is now a $4.5B company I believe in the next ER they will raise guidance to 80% growth YoY. That would be: 490M revenue 165M Net Income So if this executes as I believe we are buying now at P/S of [--] PE of [--] For a high margin business growing at 120% and accelerating. Plus in this market. That is peanuts. Wait until WS realises"  
[X Link](https://x.com/MarcalCarbo/status/1943795831892848667)  2025-07-11T22:13Z [---] followers, [---] engagements


"@alc2022 $SEZL Antonio te va a encantar"  
[X Link](https://x.com/MarcalCarbo/status/1943796670556197373)  2025-07-11T22:16Z [---] followers, [---] engagements


"@ajit_x_singh What does this mean Is it bullish for stock/calls"  
[X Link](https://x.com/MarcalCarbo/status/1943798876588130447)  2025-07-11T22:25Z [---] followers, [--] engagements


"Good analysis for the ones asking why $SEZL was down today. It's a (-10%) nothing🍔 Thank you for your attention to this matter $DAVE $SEZL $AFRM $PYPL $HOOD $CHYM What's happening is that news came out of bloomberg saying that JPM would charge firms for accessing customer data later this year - most of these firms use plaid to access their customer data so it would add an additional fee and decrease $DAVE $SEZL $AFRM $PYPL $HOOD $CHYM What's happening is that news came out of bloomberg saying that JPM would charge firms for accessing customer data later this year - most of these firms use"  
[X Link](https://x.com/MarcalCarbo/status/1943799893044474325)  2025-07-11T22:29Z [---] followers, [---] engagements


"@JSpitTrades Are you buying the dip on Sezzle"  
[X Link](https://x.com/MarcalCarbo/status/1943808742371287108)  2025-07-11T23:04Z [---] followers, [--] engagements


"@ajit_x_singh Okey but Sezzle didn't even had an options market since February [----] so not a lot to go back to"  
[X Link](https://x.com/MarcalCarbo/status/1943811373030322383)  2025-07-11T23:15Z [---] followers, [--] engagements


"$SEZL is trending again on @Stocktwits (#4) "Sezzle is trending amid discussions of its recent performance and future potential with community members weighing the impact of insider selling. Some traders point to technical indicators suggesting a possible pullback while others focus on the company's strong fundamentals and potential for further growth. There is also debate around the implications of a lawsuit filed against Shopify." Eventhough it just has [----] watchers it's the second weekend in a row where it's trending on the platform"  
[X Link](https://x.com/MarcalCarbo/status/1943977789087994305)  2025-07-12T10:16Z [---] followers, [---] engagements


"@InvestInAssets Love to see $SEZL starting to get attention bullish"  
[X Link](https://x.com/MarcalCarbo/status/1944019799685669167)  2025-07-12T13:03Z [---] followers, [---] engagements


"@AndrewM61370616 @escvel0city11 $SEZL anyone who is shorting definetly hasn't watched 1Q earnings call"  
[X Link](https://x.com/MarcalCarbo/status/1944054622059905422)  2025-07-12T15:21Z [---] followers, [---] engagements


"@mvcinvesting It would be awesome if you were to start a position in $SEZL (for you mainly)"  
[X Link](https://x.com/MarcalCarbo/status/1944059908170674447)  2025-07-12T15:42Z [---] followers, [----] engagements

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