# ![@MichaelZero10 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1507851379355918338.png) @MichaelZero10 Michael. Z

Michael. Z posts on X about $hims, business, $tmdx, $enph the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1507851379355918338/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507851379355918338/c:line/m:interactions.svg)

- [--] Week [------] -1.10%
- [--] Month [------] +229%
- [--] Months [-------] -40%
- [--] Year [---------] +209%

### Mentions: [--] [#](/creator/twitter::1507851379355918338/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507851379355918338/c:line/m:posts_active.svg)

- [--] Week [--] -6.50%
- [--] Month [---] +125%
- [--] Months [---] -23%
- [--] Year [---] +143%

### Followers: [-----] [#](/creator/twitter::1507851379355918338/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507851379355918338/c:line/m:followers.svg)

- [--] Week [-----] +0.07%
- [--] Month [-----] +0.65%
- [--] Months [-----] +32%
- [--] Year [-----] +486%

### CreatorRank: [---------] [#](/creator/twitter::1507851379355918338/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1507851379355918338/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  71% [finance](/list/finance)  32% [technology brands](/list/technology-brands)  21% [cryptocurrencies](/list/cryptocurrencies)  7% [countries](/list/countries)  5% [fashion brands](/list/fashion-brands)  1% [currencies](/list/currencies)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$hims](/topic/$hims) 26%, [business](/topic/business) 22%, [$tmdx](/topic/$tmdx) 14%, [$enph](/topic/$enph) #25, [stocks](/topic/stocks) 9%, [$celh](/topic/$celh) 8%, [$amd](/topic/$amd) 8%, [$shop](/topic/$shop) 8%, [$crwd](/topic/$crwd) #92, [in the](/topic/in-the) 8%

**Top accounts mentioned or mentioned by**
[@theronnievshow](/creator/undefined) [@investingwithac](/creator/undefined) [@hypergrowth102](/creator/undefined) [@mmmtwealth](/creator/undefined) [@crisronalssi](/creator/undefined) [@hap0606](/creator/undefined) [@kissgeg](/creator/undefined) [@oguzerkan](/creator/undefined) [@fromvalue](/creator/undefined) [@marketmaestro1](/creator/undefined) [@fiscalai](/creator/undefined) [@growthrapidly](/creator/undefined) [@giorgio1997](/creator/undefined) [@wealthmatica](/creator/undefined) [@bearlyai](/creator/undefined) [@pandaquantai](/creator/undefined) [@tacticzh](/creator/undefined) [@investincintel](/creator/undefined) [@simeonresearch](/creator/undefined) [@thelonginvest](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Enphase Energy Inc (ENPH)](/topic/$enph) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Advanced Micro Devices (AMD)](/topic/$amd) [Shopify Inc (SHOP)](/topic/$shop) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Netflix Inc (NFLX)](/topic/$nflx) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Trade Desk, Inc. (TTD)](/topic/$ttd) [DLocal Limited (DLO)](/topic/$dlo) [UnitedHealth Group (UNH)](/topic/$unh) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Fiserv, Inc. (FI)](/topic/$fi) [Fiserv Inc (FISV)](/topic/fiserv-inc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Novo-Nordisk (NVO)](/topic/$nvo) [The Root Network (ROOT)](/topic/$root) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [aelf (ELF)](/topic/$elf) [MongoDB, Inc. (MDB)](/topic/$mdb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Portfolio Update 02/07/2026👇🏻👀 $AMD 10.4% ($112.6) 💻// Up 61%🟢 $NBIS 9.2% ($27.41)🧑💻// Up 178%🟢 $SHOP 8.6% ($57.98)📦// Up 93%🟢 $ASML 8.0% (667.67)🧑💻// Up 79%🟢 $TMDX 7.2% ($56.97)💟// Up 106%🟢 $ENPH 7.1% ($32.35) 🌞// Up 50%🟢 $CELH 6.3% ($21.98)🧃// Up 102%🟢 $UNH 6.1% ($286.32)💟// Down 9%🔴 $NFLX 5.9% ($17.25)📺// Up 320%🟢 $CRWD 5.6% ($221.27)🔏// Up 65%🟢 $DUOL 5.1% ($189.35) 🧑🎓// Down 33%🔴 $ELF 4.1% ($72.68)💄// Up 1%🟢 $TTD 3.9% ($31.31)💻// Down 13%🔴 $DLO 3.3% ($10.03)💳// Up 15%🟢 $HIMS 3.3% ($15.66)💊// Up 37%🟢 $PALO 3.0% ($145.09)🔏// Up 1%🟢 $CORT 2.9%"  
[X Link](https://x.com/MichaelZero10/status/2020197491702988814)  2026-02-07T18:06Z [----] followers, [----] engagements


"@oguzerkan For me it is a massive red flag The management team should be focused on growing the business and adressing client needs.😶 A great management should not care about the share price movement. 😄"  
[X Link](https://x.com/MichaelZero10/status/2021229893162250656)  2026-02-10T14:28Z [----] followers, [----] engagements


"$ENPH's CEO Badri Kothandaraman Makes Stock Purchase😳 - Today Badri bought [---] shares at $51.06 which represent $38K and4250 shares at $52.13 which represent $221K ($260K in total). - Over the last few months he has consistently been buying $ENPH shares. - Before this latest transaction he had already [-------] shares which represent $83M in total. - $ENPH is the main driver of Badri's wealth. - He is [--] years old and could use extra cash to secure its retirement with safer bets. - But he is willing to risk this extra cash in $ENPH as he believes the business has great prospects. - Please note"  
[X Link](https://x.com/MichaelZero10/status/2019879441833570582)  2026-02-06T21:02Z [----] followers, [----] engagements


"Thanks for sharing. I would say investors are not reacting due to revenue miss or financial expectations. Investors are currently selling-off software businesses as they believe a lot of these companies will become irrelevant in the future with Anthropic etc. So the stress is not on the numbers or financials but on the business model. https://twitter.com/i/web/status/2021674730164826518 https://twitter.com/i/web/status/2021674730164826518"  
[X Link](https://x.com/MichaelZero10/status/2021674730164826518)  2026-02-11T19:56Z [----] followers, [---] engagements


"🚨Why $HIMS Will Benefit Immensely From Robert F. Kennedy:🧐 💊More Off-Patent Drugs will be allowed👇 Mr Kennedy warned on Oct 25th that the Food and Drug Administrations war on public health is about to end accusing it of suppressing psychedelics stem cells raw milk hydroxychloroquine sunshine and anything else that advances human health and cant be patented by Pharma. This is HUGE for $HIMS as the business is selling various Off-Patent Drugs.😍"  
[X Link](https://x.com/MichaelZero10/status/1855588889441751088)  2024-11-10T12:30Z [----] followers, 16.5K engagements


"🚨 Portfolio Update 02/15 👇🏻👀 $HIMS 19.7% ($15.66)💊// up 303%🟢 $SHOP 11.2% ($57.98) 📦// up 127%🟢 $NFLX 8.6% ($172.50)📺 // up 508%🟢 $CRWD 7.4% ($221.27) 🔏// up 113%🟢 $AMD 6.5% ($112.6) 💻// Down 2%🔴 $ASML 6.3% (667.67) 🧑💻// up 10%🟢 $LVMH 6.1% (574.30) 👜// up 24%🟢 $MDB 5.7% ($224.99) // up 31%🟢 $NBIS 5.4% ($27.41) // up 62%🟢 $TMDX 4.4% ($56.97) 💟// up 24%🟢 $PALO 4.2% ($145.09) 🔏// up 42%🟢 $TWLO 4.1% ($64.06) // up 108%🟢 $CELH 3.6% ($21.98) // up 0.4%🟢 $NU 2.8% ($11.77) 💸// up 16%🟢 $NVO 2.6% (DKK597.40)💊// Down 7%🔴 $EVO 1.3% (SEK838.60) // up 2%🟢 Recent Moves: - I"  
[X Link](https://x.com/MichaelZero10/status/1890761193402331509)  2025-02-15T13:52Z [----] followers, 37.2K engagements


"$DLO: DLocal Limited Tomorrow $DLO reports Q3 results. Please find below Market Expectations (see table below) : 👇🏻 - Revenue: $262m up 40.9% Y-o-Y; - EBITDA: $69m 26.3% Margin; - Diluted EPS: $0.17 ; What are the Key items to monitor🤔 [--] FX Fees in Argentina . In Q2 [----] $DLO has been negatively impacted by lower FX fees in Argentina as a result of spread compression. Consequently $DLO took the opportunity to expatriate funds from Argentina more efficiently reducing its position by 80% and reallocating them to US treasuries. Ideally it would be great to check if this has been resolved. 2"  
[X Link](https://x.com/MichaelZero10/status/1988369337636516025)  2025-11-11T22:12Z [----] followers, 14.4K engagements


"$DLO: Dlocal Limited (-14%: after hours)😳 Q3 [----] Results: - Revenue: $282.5M vs. est $262M ✅ - Adj. EBITDA: $71.7M vs est $69.1M✅ - Adj EPS: $0.18 vs est $0.16✅ Why $DLO Stock is down after hours - Despite these strong results Gross Profit Margin % declined to 37% from 42% in Q3 [----] and 39% in Q2 [----] (see below the Table). - Gross profit over TPV fell to 0.99% from 1.20% in Q3 [----] suggesting pricing pressure in some markets. - $DLO's performance showed strong growth in frontier markets like Colombia Bolivia and Nigeria alongside solid performance in Brazil across streaming e-commerce and"  
[X Link](https://x.com/MichaelZero10/status/1988766869835128999)  2025-11-13T00:32Z [----] followers, [----] engagements


"$DLO Dlocal Limited: DCF valuation The financial projections below have been prepared by using the following assumptions (see below). [--] Key assumptions: - Sales CAGR 2026E-30E at 22.1% from $1263m in 2026E to $2806m in 2030E which is really conservative considering $DLO has been growing by 68.27% over the last [--] years. - EBITDA margin completely flat at 19.3% from 2024A to 2030E without considering any margin improvement even if the business is continuing to make significant investments. Again this assumption is super conservative. - We have assumed 20% income tax over the period which is in"  
[X Link](https://x.com/MichaelZero10/status/1989449108298330239)  2025-11-14T21:43Z [----] followers, [----] engagements


"$DLO: Dlocal Limited Revenue in Nigeria is Booming😳 While $DLO has recently experienced a contraction in Egypt the business has benefitted from a surge in volume from Nigeria in Q3 [----] led by a deepening partnership with Y Combinator-backed fintech Grey. $DLO is currently dealing with different dynamics in Africa: a legacy business in Egypt being eroded by client internalization and macroeconomic shock and a burgeoning Other Africa Segment driven by cross-border payouts and high growth fintech partnerships. Headline numbers for the Africa & Asia region appeared sluggish revenue dropped 10%"  
[X Link](https://x.com/MichaelZero10/status/1993476120692281390)  2025-11-26T00:25Z [----] followers, [----] engagements


"Happy thanksgiving Guys $MNST: Monster Beverage (YTD: 43%)🟢 $CELH: Celsius Holdings Inc (YTD: 55%)🟢 Introduction: Both businesses develop manufacture sell and distribute energy drinks in the U.S and internationally. $CELH has around 21% market share and $MNST 27% market share. Therefore these businesses are truly comparable and we can use Trading comps to assess current valuation. [--]. Historically $CELH has been traded at significant premium to $MNST Over the last [--] years $CELH (43.3x EV/EBITDA) Stock has been traded at significant premium to $MNST (24.59x EV/EBITDA) which represents 76%."  
[X Link](https://x.com/MichaelZero10/status/1994207049996021944)  2025-11-28T00:49Z [----] followers, [----] engagements


"$FI: Fiserv Inc.👀 Insider Activity:📑 $FI Stock suffered its worst single-day percentage drop on record at the end of October and has yet to recover. However executives are snapping up shares of the Fintech. According to SEC filings the Chief Financial Officer Paul Todd bought [-----] shares for an average price of $62.41 each on Dec [--]. The $1M purchase brought Todds direct holdings to [-----] shares which were worth $1.6M based on Dec3 closing price of $66.95. (see below the SEC fillings). The following day the Chief Administrative and Legal Officer Adam Rosman bought [----] shares for $63.19 a"  
[X Link](https://x.com/MichaelZero10/status/1998158162612859148)  2025-12-08T22:30Z [----] followers, [----] engagements


"5 $BNTX: BioNTech SE - $BNTX's Net cash balance represents 58% of its Total Market value which is significant. Why - Investors are worried as the business is burning a lot of cash since 2/3 years. - $BNTX burned respectively $2.3bn and $2.0bn in [----] and [----]. - Besides the business is not expected to generate any profits over the next 2/3 years. - For these reasons the current $16.7bn (see below) is not safe and current shareholders could be affected by dilution in the future. https://twitter.com/i/web/status/2015126664057856372 https://twitter.com/i/web/status/2015126664057856372"  
[X Link](https://x.com/MichaelZero10/status/2015126664057856372)  2026-01-24T18:16Z [----] followers, [---] engagements


"6 $PLAB: Photronics Inc. - $PLAB's Net cash balance represents 28% of its Total Market value which is descent. Why - Investors are probably not excited about its growth prospects. - The business has experienced serious slow-down in terms of activity over the last few years. - $PLAB is quite "capex intensive" the company requires significant investments to maintain the activity (15% of sales allocated to investments in 2024). https://twitter.com/i/web/status/2015126667740541197 https://twitter.com/i/web/status/2015126667740541197"  
[X Link](https://x.com/MichaelZero10/status/2015126667740541197)  2026-01-24T18:16Z [----] followers, [---] engagements


"7 $CPRX: Catalyst Pharmaceuticals - $CPRX's Net cash balance represents 24% of its Total Market value which is good. Why - Investors are probably not excited about its growth expectations 6-8% in 2026/27. - The business has been affected by poor cash collection in 2024/24 it took longer to collect cash from customers. https://twitter.com/i/web/status/2015126671469502879 https://twitter.com/i/web/status/2015126671469502879"  
[X Link](https://x.com/MichaelZero10/status/2015126671469502879)  2026-01-24T18:16Z [----] followers, [---] engagements


"$ENPH / $SEDG / $FSLR / $TE 🌞🌞🌞 Solar Power Generation drives electricity generation growth over the next two years - According to the Energy Information Administration (EIA) utility scale solar is the fastest growing source of electricity generation in the U.S increasing from [---] BkWh in [----] to [---] BkWh by [----]. - Almost [--] gigawatts (GW) of new Solar generating capacity projects are scheduled to come online in [----] and [----] which represents a 49% increase in U.S. Solar operating capacity compared with the end of [----] (see below). This is incredibly bullish for the sector and course for"  
[X Link](https://x.com/MichaelZero10/status/2015187488784994597)  2026-01-24T22:18Z [----] followers, [----] engagements


"@hypergrowth102 Congrats Trav 😉 $ASTS is driving the entire portfolio. I presume with your strategy you never reallocate some gains into other companies with more upside potential"  
[X Link](https://x.com/MichaelZero10/status/2017021592232992927)  2026-01-29T23:46Z [----] followers, [---] engagements


"$HIMS: The Rise of Peptides😳 Peptides are short chains of amino acids that act as signalling molecules in the body influencing hormonal and metabolic processes. Some experts claim that peptides could one day offer better health with fewer side effects than conventional pharmaceuticals. While peptides have long played a role in modern medicine insulin being the most prominent example interest in their wider application took off after the rise of GLP-1s led to closer examination of their therapeutic potential. Many of these compounds are increasingly popular among younger consumers. Gen-Z has"  
[X Link](https://x.com/MichaelZero10/status/2017635062108356868)  2026-01-31T16:24Z [----] followers, [----] engagements


"@FromValue Well said. I agree with you $TTD looks incredibly cheap at current level. The downside risks seem already priced in. Let's see what happens over the long-term"  
[X Link](https://x.com/MichaelZero10/status/2017983871426441385)  2026-02-01T15:30Z [----] followers, [----] engagements


"$ENPH: Enphase Energy Inc 🌞🌞🌞 Tomorrow $ENPH reports Q4 [----] Results. Please find below Market Expectations (see table below) : 👇🏻 - Revenue: $340m ; - EBITDA: $91m 26.8% Margin ; - Diluted EPS: $0.59 ; What are the Key items to Monitor🤔 [--] Revenue Mix (U.S. vs International) In Q3 [----] $ENPH has been negatively impacted by declining revenues from Europe due to soft demand observed in France the Netherlands and other countries. In contrast U.S. demand was stronger in Q3 [----] while Europe was cited as weak in Q4 [----] Guidance. Consequently it would be great to check if $ENPH is noticing"  
[X Link](https://x.com/MichaelZero10/status/2018441882871730378)  2026-02-02T21:50Z [----] followers, [----] engagements


"Thanks for sharing Rose. It depends how many stocks we are talking about. I would say owning up to 15-20 still makes sense as it allows investors reducing specific risk associated to each stock through diversification. However owning more than [--] stocks is not really helpful to reduce specific risk. As we know diversification is efficient until a certain point. (see below the chart).👇 https://twitter.com/i/web/status/2018455053745734123 https://twitter.com/i/web/status/2018455053745734123"  
[X Link](https://x.com/MichaelZero10/status/2018455053745734123)  2026-02-02T22:42Z [----] followers, [---] engagements


"$PYPL Stock Tumbles as Q4 Results Miss Estimates 😳 Ive warned you several times that $PYPL is a Dangerous Stock to own. $PYPL looks exciting at first glance if we are only focused on the massive share buybacks and Earnings Per Share. However if we zoom out we can see these share buybacks are financed mainly by long-term debt debt and this does not make sense. If you see a Business which is doing this you have to leave the boat as quickly as possible. See below our previous notes on $PYPL. $PYPL: Quick Analysis🧐👇 Introduction🔎 $PYPL's management team is currently doing massive share"  
[X Link](https://x.com/MichaelZero10/status/2018664314899476571)  2026-02-03T12:34Z [----] followers, [----] engagements


"$ENPH Reports Strong Q4 Earnings😳 Q4 [----] Results - Revenue: $343m vs Est: $340m ; - Diluted EPS: $0.70 vs Est: $0.59 ; Safe Harbor Agreements - In Q4 [----] Total Revenue includes $20.3m of Safe Harbor Revenue vs $70.9m in Q3 [----]. IQ Battery Shipments - $ENPH shipped a total of [-----] MWh of IQ Batteries in Q4 [----] beating market expectations at 140-169 MWh. Gross Margin Evolution - The Business generated 46.1% Gross Margin in Q4 [----] beating market expectations at 4245%. Management Guidance & Outlook - Q1 [----] Revenue is expected to be within a range of $270-$300m including $35m of Safe"  
[X Link](https://x.com/MichaelZero10/status/2018836606929543323)  2026-02-03T23:58Z [----] followers, [----] engagements


"@MMMTwealth Hopefully it is the beginning of an overdue recovery $ENPH stock should do well over the next [--] years"  
[X Link](https://x.com/MichaelZero10/status/2018838041264050675)  2026-02-04T00:04Z [----] followers, [---] engagements


"@MarketMaestro1 Absolutely The Bulls are back on $ENPH Stock. Let's see what happens over the next few quarters. 😉"  
[X Link](https://x.com/MichaelZero10/status/2018943112219934989)  2026-02-04T07:02Z [----] followers, [---] engagements


"@crisronalssi Thank you Chris I really appreciate. I have been talking about $ENPH so much over the last few months but nobody was paying attention. It feels great to see $ENPH stock flying 😍 +38%"  
[X Link](https://x.com/MichaelZero10/status/2019141931490767143)  2026-02-04T20:12Z [----] followers, [--] engagements


"@Hap0606 @MMMTwealth I should have said [--] years+ but I'm sure you understood the idea. There are probably great opportunities at the moment in the Technology & Software application sector such as $TTD $NOW $SHOP etc"  
[X Link](https://x.com/MichaelZero10/status/2019142962933035279)  2026-02-04T20:16Z [----] followers, [---] engagements


"$ENPH Stock is Skyrocketing (+40%🟢) 😳 Over the last few months we have kindly explained why $ENPH Stock was significantly undervalued. We have added notes on X during week days and weekends (see below an example). It feels good to see investors finally paying attention to $ENPH Stock. We will continue to write contents on $ENPH Stock as we really like the business. Congratulations to shareholders 🍾🍾🍾 Let's celebrate these gains $ENPH: Enphase Energy (Mkt Cap: $5bn) Why we believe $ENPH is one of the most undervalued Stocks in the entire Equity Market 🧵👇 [--]. $ENPH is highly Sensitive to"  
[X Link](https://x.com/MichaelZero10/status/2019149448774054125)  2026-02-04T20:41Z [----] followers, [---] engagements


"@fiscal_ai Are we not comparing apple to orange in this case: - Organic growth % vs - External growth % through acquisitions; Indeed $ELF's acquisition of Hailey Biebers Rhode beauty line added momentum to the Top line. Do you believe these growth figures are truly comparable 🤔"  
[X Link](https://x.com/MichaelZero10/status/2019163685550493774)  2026-02-04T21:38Z [----] followers, [---] engagements


"Yes but $CRWD has a stronger moat than $RBRK. In [----] $CRWD outage caused widespread disruption to enterprise IT systems and infrastructure. It showed how important the business is across the globe. $RBRK does not have this power yet and this explains differences in terms of valuation multiples applied by investors. https://twitter.com/i/web/status/2019416082302345599 https://twitter.com/i/web/status/2019416082302345599"  
[X Link](https://x.com/MichaelZero10/status/2019416082302345599)  2026-02-05T14:21Z [----] followers, [----] engagements


"@growthrapidly $ENPH: Enphase Energy"  
[X Link](https://x.com/MichaelZero10/status/2019457846769844549)  2026-02-05T17:07Z [----] followers, [---] engagements


"$HIMS Stock Hits 52-week low at $22.95😳 What's going on [--]. $HIMS is introducing a cheaper wegovy copycat $HIMS said today it was introducing a pill with the same active ingredient used in $NVO's Wegovy with an introductory plan of $49 for the first month. The offer would be available to new weight-loss customers only. [--]. $NVO: Legal Action $NVO has threatened legal action against $HIMS as competition heats up in the increasingly crowded obesity treatment market. $NVO began selling its Wegovy pill in the US last month for $149 a month at the lowest dose after it became the first oral version"  
[X Link](https://x.com/MichaelZero10/status/2019560104006431039)  2026-02-05T23:53Z [----] followers, [----] engagements


"$HIMS Down 8% after market following this update. It is getting ugly. 😳 FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/MichaelZero10/status/2019562257743769710)  2026-02-06T00:02Z [----] followers, [----] engagements


"@TheRonnieVShow $OSCR is loosing money and burning cash. Therefore this $1.5bn net cash position is not even safe. If the business was making money that would be a different story"  
[X Link](https://x.com/MichaelZero10/status/2019567207886520626)  2026-02-06T00:21Z [----] followers, [----] engagements


"Have a look at this article on the Financial Times. Anthropic's AI coding advances are impressive and scary at the same time. I think the real issue is to know if $TTD's business model would still be relevant over the next 5-10 years. Let's be honest Anthropic is a serious threat for $TTD. https://twitter.com/i/web/status/2019728414895173632 https://twitter.com/i/web/status/2019728414895173632"  
[X Link](https://x.com/MichaelZero10/status/2019728414895173632)  2026-02-06T11:02Z [----] followers, [---] engagements


"@investingwithac @TheRonnieVShow Understood. But you are assuming they will meet [----] Market Expectations. However in the past $OSCR has already missed several times Market Expectations in Q4 [----] Q2 [---] Q3 [----]. Why should we believe [----] will be different 🤔"  
[X Link](https://x.com/MichaelZero10/status/2019733329990537386)  2026-02-06T11:22Z [----] followers, [---] engagements


"@Giorgio_1997 I think $HIMS has to stop chasing this weight loss drugs and develop other revenue streams"  
[X Link](https://x.com/MichaelZero10/status/2019733995018391868)  2026-02-06T11:24Z [----] followers, [---] engagements


"@investingwithac @TheRonnieVShow Well received. Thanks for sharing these insights I really appreciate. Always good to have different opinions. Good luck with $OSCR.👍"  
[X Link](https://x.com/MichaelZero10/status/2019781763095052707)  2026-02-06T14:34Z [----] followers, [---] engagements


"$ENPH (YTD: +55%🟢 Our Best Idea for 2026) We spent some time reading the latest Q4 [----] Earnings Call Transcript and we have to say that we have been really impressed by the arguments and responses provided by the Management Team. See below key arguments and responses provided by the Management Team during the Q4 [----] Earnings Call. [--]. $ENPH is targeting the Commercial segment While Enphase Energy has a strong market position in residential solar the company is looking to expand into the commercial sector where the management team believes it can build meaningful business. Consequently $ENPH"  
[X Link](https://x.com/MichaelZero10/status/2019860077377650963)  2026-02-06T19:45Z [----] followers, [---] engagements


"@wealthmatica Badri who knows best the Business believes $ENPH stock will go up. 😉"  
[X Link](https://x.com/MichaelZero10/status/2019881053700444323)  2026-02-06T21:09Z [----] followers, [---] engagements


"$TTD has been severely affected by revenue slowdown competitive pressure from $AMZN changes of the leadership team and recent disruption fears by Anthropic's AI coding breakthroughs. It has been a wild ride. Valuation multiples collapsed from 136x Fwd EV/EBITDA in Dec [----] to 10.0x Fwd EV/EBITDA as of today (13x+ lower than [--] years ago). Investors are pricing $TTD like a boring industrial business with low margin. Obviously there are risks of disruption but probably over the long-term meanwhile $TTD could use its current cash to invest and transform its business model to keep it relevant in"  
[X Link](https://x.com/MichaelZero10/status/2020204774495232151)  2026-02-07T18:35Z [----] followers, [----] engagements


"$ADBE: Adobe Inc.🤓 Tomorrow $ADBE reports Q4 [----] Results. Please find below Market Expectations (see Table below) : 👇🏻 - Revenue: $6111m up 9% Y-o-Y; - EBITDA: 2984m 48.8% Margin; - Diluted EPS: $5.40; What are the Key Items to Monitor🤔 [--] Progress on AI monetization. In Q3 [----] while AI-influenced ARR has crossed $5bn $ADBE acknowledges that AI-first direct ARR is still a small portion of overall ARR meaning most of the growth so far comes from adding AI features to existing subscriptions rather than pure AI-only products. Therefore It would be great to see if $ADBE can monetize AI"  
[X Link](https://x.com/MichaelZero10/status/1998524135966949882)  2025-12-09T22:44Z [----] followers, [---] engagements


"Sportswear Brands are making Strategic Moves😳 $LULU / $ADS / $NKE: cross-read. ANTA Sports Products a major Chinese sporting goods manufacturer announced that it had agreed to acquire a 29% stake in German brand Puma $PUM. The acquisition was for 1.5bn. ANTA has expanded its business by leveraging leading brands through investments and other means. By acquiring $PUM's know-how it will accelerate its overseas expansion. Anta will acquire 43M $PUM shares at [--] per share. This represents a 60% premium over the closing price on the 26th. The offer is subject to approval from Anta's shareholders"  
[X Link](https://x.com/MichaelZero10/status/2017033770092700158)  2026-01-30T00:35Z [----] followers, [---] engagements


"$LGCY: Legacy Education Details: Market Cap: $110m. Business Description: $LGCY provides education services to students high school graduates and working parents in the U.S. Recent market performance: $LGCY is down 20% over the last four weeks including the 25% losses from last week after their Q4 [----] Earnings Report. Q4 Results🔴 $LGCY Q4 Earnings fell short market expectations. Earnings per share (EPS) reached $0.09 while revenue surged 41% to $17.9m compared to the same period last year. $LGCY reported net income of $1.2m. New student starts increased 15.7% in Q4 contributing to the"  
[X Link](https://x.com/MichaelZero10/status/1973181477316649129)  2025-10-01T00:21Z [----] followers, [----] engagements


"@bearlyai $350bn valuation after only [--] years of existence is really impressive (last $35bn funding). Anthropic is scary 😳"  
[X Link](https://x.com/MichaelZero10/status/2021682682594296081)  2026-02-11T20:28Z [----] followers, [--] engagements


"$DLO 🧐 Great article from Forbes covering $DLO's valuation. The article provides a great overview of the business and gives interesting details on the previous capital raises. You should definitely have a look at this article.👇 [----] & [----] : Interesting Details [--] $DLO was valued at $5bn (Private Market) In Sept [----] General Atlantic (Private Equity firm) invested $200m and seven months later $DLO closed a $150m funding round with investors including Alkeon Capital Tiger Global and D1 Capital Partners that valued the firm at $5bn. [--] $DLO was valued at $6bn (IPO) When $DLO finally went public"  
[X Link](https://x.com/anyuser/status/1977879445676376148)  2025-10-13T23:29Z [----] followers, [----] engagements


"2. $ROOT Root Inc. ($1.2bn Mkt Cap) - FY25 EBITDA Growth = 28.2% - FY25 EBITDA Margin = 7.38% - FY25 EV/ EBITDA = 8.27x https://twitter.com/i/web/status/1978954623680471321 https://twitter.com/i/web/status/1978954623680471321"  
[X Link](https://x.com/MichaelZero10/status/1978954623680471321)  2025-10-16T22:42Z [----] followers, [----] engagements


"$ROOT The Business looks interesting at first glance just by reviewing key financials and capital structure metrics. Interesting Details 🧐 - $ROOT worth $1.2bn (Market Cap) but it has a net cash balance of $441M (see below $ROOT's Capital Structure). - This Net Cash balance of $441M represents 38% of its Market Value.🤯 - Meaning 38% of the Market Value is currently not at risk which is limiting the downside risks on the Stock. - $ROOT is profitable since [----] ($29M of Net Income) and expecting to generate 35M of Net Income in [----] therefore the current 441M Net Cash balance is not at risk"  
[X Link](https://x.com/anyuser/status/1979248872242450895)  2025-10-17T18:11Z [----] followers, [----] engagements


"Portfolio Update 10/25👇🏻👀 $HIMS 10.3% ($15.66)💊// Up 194%🟢 $SHOP 9.8% ($57.98)📦// Up 298%🟢 $AMD 9.4% ($112.6) 💻// Up 100%🟢 $NBIS 9.3% ($27.41)🧑💻// Up 285%🟢 $LVMH 7.5% (516.95)👜// Up 18%🟢 $CELH 6.7% ($21.98)🧃// Up 157%🟢 $UNH 6.0% ($286.32)💟// Up 22%🟢 $NFLX 5.8% ($172.50)📺// Up 468%🟢 $CRWD 5.6% ($221.27)🔏// Up 124%🟢 $ASML 5.5% (667.67)🧑💻// Up 34%🟢 $TMDX 5.2% ($56.97)💟// Up 103%🟢 $ELF 4.6% ($72.68)💄// Up 52%🟢 $PALO 3.0% ($145.09)🔏// Up 39%🟢 $DLO 2.8% ($10.03)💳// Up 35%🟢 $TTD 2.8% ($45.73)💻// Up 7%🟢 $ADBE 2.2% ($343.49)🧑💻// Up 4%🟢 $ENPH 1.9% ($34.08) 🌞// Up"  
[X Link](https://x.com/anyuser/status/1982146677722021920)  2025-10-25T18:06Z [----] followers, 44.1K engagements


"Portfolio Update 11/08👇🏻👀 $NBIS 9.6% ($27.41)🧑💻// Up 267%🟢 $HIMS 9.4% ($15.66)💊// Up 148%🟢 $AMD 9.4% ($112.6) 💻// Up 84%🟢 $SHOP 9.3% ($57.98)📦// Up 163%🟢 $LVMH 8.0% (516.95)👜// Up 17%🟢 $NFLX 6.3% ($172.50)📺// Up 474%🟢 $CRWD 6.2% ($221.27)🔏// Up 130%🟢 $ASML 5.8% (667.67)🧑💻// Up 30%🟢 $UNH 5.8% ($286.32)💟// Up 9%🟢 $TMDX 5.1% ($56.97)💟// Up 85%🟢 $CELH 4.8% ($21.98)🧃// Up 69%🟢 $ENPH 3.5% ($32.35) 🌞// Down 7%🔴 $DUOL 3.5% ($189.35) 🧑🎓// Up 6%🟢 $PALO 3.2% ($145.09)🔏// Up 36%🟢 $ELF 3.0% ($72.68)💄// Down 8%🔴 $DLO 2.7% ($10.03)💳// Up 21%🟢 $TTD 2.5% ($45.73)💻// Down"  
[X Link](https://x.com/anyuser/status/1987159449803321747)  2025-11-08T14:05Z [----] followers, 21.6K engagements


"Thanks for these details Michael. According to the corporate finance theory the value of any business can be assess by discounting its expected Free Cash Flows (DCF method). When calculating Free Cash Flows we start with accounting profits and adjust for non-cash items like depreciation (see below): FCF = EBIT x (1Tax rate) + Depreciation CapEx Working Capital Depreciation is a non-cash expense and doesnt involve an actual cash outflow as it is just the systematic allocation of past capital expenditures. Indeed Depreciation itself does not directly reduce a companys cash flow but it affects"  
[X Link](https://x.com/anyuser/status/1987993353825198332)  2025-11-10T21:18Z [----] followers, 74.8K engagements


"4 $JD: Inc. - $JD's Net cash balance represents 29% of its Total Market value which is really descent. Why - $JD financials have deteriorated over the last few years: revenue slow-down margin reduction and inventory increase etc. - Investors are probably factoring-in recent deterioration of key financials into $JD Stock. - $PDD looks much better managed than $JD. - Finally the Stock is affected by a discount applied by investors as the business is based in China. http://JD.com http://JD.com http://JD.com http://JD.com"  
[X Link](https://x.com/MichaelZero10/status/2015126660744441903)  2026-01-24T18:16Z [----] followers, [---] engagements


"@pandaquantai Thank you. Yes indeed. But the recovery might take sometime I would say"  
[X Link](https://x.com/MichaelZero10/status/2015907452168941901)  2026-01-26T21:59Z [----] followers, [--] engagements


"@TacticzH Emerging Markets could do really well this year considering the U.S. Dollar is weakening. Businesses in this market segment could benefit from this trend.🤓"  
[X Link](https://x.com/MichaelZero10/status/2015922723306807414)  2026-01-26T23:00Z [----] followers, [---] engagements


"$TTD: DSP Mkt (Programmatic Buying Platforms) [--]. $AMZN is growing rapidly in the DSP Market. According to various research reports $AMZN DSPs share (20%) edged slightly ahead of $TTD (19%) implying $TTD may no longer be the clear #2 DSP behind $GOOGL. Recent industry surveys found $AMZN DSP was the most used by advertisers (46%) with $TTD second (38%). That suggests advertisers are increasingly choosing $AMZN s platform over $TTD in some markets. Recent reported budget reallocations: - According to various sources: a large auto brand moved $80m in CTV ad spend from $TTD to $AMZN citing"  
[X Link](https://x.com/MichaelZero10/status/2017326180622278756)  2026-01-30T19:56Z [----] followers, [---] engagements


"@Investinc_Intel Thanks for these insights Yes it seems like many of the peptides circulating online are banned by regulators. It will be interesting to see if the regulation related to these compounds will change in the future"  
[X Link](https://x.com/MichaelZero10/status/2017766578180239828)  2026-02-01T01:06Z [----] followers, [--] engagements


"Hey Ali I would say this is not the correct question a long-term investor should ask himself. The real question should be what is your investment horizon to benefit from my capital gains [--]. If your investment horizon is less than [--] years you have many reasons to be worried about market crash and so on. Therefore the equity market is not the right market to invest. [--]. If your investment horizon is more than [--] years you have no reasons to be worried about any market crash as in our capitalistic economic model asset prices (incl. equities) only go up over the long-term. "Time in the Market""  
[X Link](https://x.com/MichaelZero10/status/2018064422544060681)  2026-02-01T20:50Z [----] followers, [--] engagements


"@SimeonResearch_ Congrats Alex Great work. 👍"  
[X Link](https://x.com/MichaelZero10/status/2018460140081664116)  2026-02-02T23:02Z [----] followers, [---] engagements


"3 cheap stocks that I'm considering buying: $CELH - Celsius 2025E PE x31.7 2025E EPS growth 20% $PAYC - Paycom Software 2025E PE x19.2 2025E EPS growth 19% $ASML- ASML 2025E PE x27.17 2025E EPS growth 25% We could buy these and close our laptops for the next 5y and relax.😄"  
[X Link](https://x.com/MichaelZero10/status/1848761226379039001)  2024-10-22T16:19Z [----] followers, [---] engagements


"$HIMS released a white paper on how its customers are thriving and seeing meaningful results through personalized weight loss solutions. Key findings include: 👇 [--]. Customers using oral medication kits on average lost [---] pounds - approximately 3.6% of their initial body weight - in their first month. [--]. Customers using compounded GLP-1s lost an average of [---] pounds - approximately 4.1% of their initial body weight - in their first month. [--]. 79% of compounded GLP-1 customers reported that their treatment experience had met or exceeded their expectations. [--]. 90% of compounded GLP-1 customers"  
[X Link](https://x.com/MichaelZero10/status/1851250434821791756)  2024-10-29T13:11Z [----] followers, [----] engagements


"🚨 $HIMS dropped 14% yesterday after FDA changes semaglutide supply status 🚨 According to the FDA website doses for Ozempic and Wegovy are available now. As a result Mr Market is expecting the FDA to declare that these products are no longer in short supply which could limit $HIMS' GLP-1s revenue. Heres why the sell-off is irrational: 👇 $HIMS is not just a company providing GLP-1s. [--]. Revenue (excluding GLP-1s) is up 12x over the last [--] years (see below): ✅ Q4 [----] Rev = $24.8m ; Q2 [----] Rev = $300m ; $HIMS has grown significantly over the last few years without selling any GLP-1s. We"  
[X Link](https://x.com/MichaelZero10/status/1851939413569265943)  2024-10-31T10:48Z [----] followers, 14.4K engagements


"🚨Quick valuation exercise🧐👇 $HIMS Fwd EV/Rev = 3.0x ; $PLTR Fwd EV/Rev = 32.1x ; $HIMS Fwd Rev Growth = 56.29%; $PLTR Fwd Rev Growth = 21.98%; $PLTR is 10x more expensive while it grows 2.5x less than $HIMS ; Does that make sense 🤔Make it make sense"  
[X Link](https://x.com/MichaelZero10/status/1854486917074518496)  2024-11-07T11:31Z [----] followers, 30.4K engagements


"I did a quick valuation exercise this week: $HIMS Fwd EV/Rev = 3.0x ; $PLTR Fwd EV/Rev = 32.1x ; $HIMS Fwd Rev Growth = 56.29%; $PLTR Fwd Rev Growth = 21.98%; $PLTR is 10x more expensive while it grows 2.5x less than $HIMS. Does this make sense 🤔"  
[X Link](https://x.com/MichaelZero10/status/1855306172913304020)  2024-11-09T17:47Z [----] followers, 19.7K engagements


"🚨Why $HIMS Will Benefit From Robert F. Kennedy🧐👇 [--]. $LLY and $NVO are likely to face more scrutiny from Legislators as the Prices of their Drugs are perceived as EXTREMELY HIGH. 📈 RFK pointed to Ozempic $NVO's popular diabetes drug as an example noting how in Germany the drug costs less than one-tenth of its cost in the U.S where the list price is around $1000/month. This will drive $HIMS's Revenues as the business is offering more affordable Drugs for many American families.✅ [--]. More competition in the U.S will be allowed to lower Drug costs.🥊 $HIMS will take significant market share as"  
[X Link](https://x.com/MichaelZero10/status/1856447513357697291)  2024-11-12T21:22Z [----] followers, 17.3K engagements


"@TheLongInvest $PLTR 🟢is maintaining the entire Technology Market Segment. Well done Mr Market 🤣"  
[X Link](https://x.com/MichaelZero10/status/1857465689184829604)  2024-11-15T16:48Z [----] followers, 11.9K engagements


"🚨 Mr. Market's persistent irrationality Mr. Market is able to value a listed ponzi scheme at $85bn $MSTR which has literally limited corporate activities except using its cash to buy $BTC. Nowadays everyone can buy $BTC and we don't need $MSTR for that. Mr. Market is able to value $PLTR at [--] P/S ratio which is growing by only 20% with a market cap of $150bn. But Mr. Market is not able to properly value $HIMS a strong business which is growing at +50% making profit and generating significant free cash flow This stock trades at only [--] P/S ratio with a market cap at $5.5bn. 🤯 Mr. Market make"  
[X Link](https://x.com/MichaelZero10/status/1860137855986860369)  2024-11-23T01:46Z [----] followers, [----] engagements


"🚨 $HIMS is up nearly 5% in premarket trading following Trumps nomination of Marty Makary as Head of the FDA. Dr. Makary currently serves as the Chief Medical Officer of Sesame a telehealth platform offering compounded versions of GLP-1s. Why $HIMS Shareholders will HIGHLY benefit from this nomination 🧐👇 [--]. $HIMS is likely to face less scrutiny from the FDA as Markary would support businesses which offer compounded versions of GLP-1s.✅ This will drive $HIMS's Revenues as the business is offering compounded versions of GLP-1s.✅ [--]. More competition in the U.S will be allowed to lower Drug"  
[X Link](https://x.com/MichaelZero10/status/1861016310483947821)  2024-11-25T11:57Z [----] followers, 27.8K engagements


"🚨 $HIMS Short Interest at Record Highs 19%.🤯 $HIMS has a short interest of [-----] million shares representing 19.10% of the float (the number of shares available). This marks a 6.18% increase in short interest from the previous month. Some Hedge Funds are betting against $HIMS Stock with Short Positions and expecting the Share Price to drop.📉 Why $HIMS could Benefit from a SHORT SQUEEZE 🧐👇 [--]. $HIMS's Fundamentals are significantly improving with Growing Profits and Free Cash Flow. $HIMS's Share Price will be supported by these STRONG Fundamentals.✅ [--]. These Hedge Funds are necessarily"  
[X Link](https://x.com/MichaelZero10/status/1861370364586061894)  2024-11-26T11:24Z [----] followers, [----] engagements


"🚨 $HIMS is down 12% today after FDA changes Tirzepatide supply status According to the FDA website Tirzepatide will be taken off the shortage list (which means compounders are not allowed to continue compounding it). However $HIMS sells compounded versions of Semaglutide not tirzepatide. As a result Mr. Market is expecting the FDA to declare that Semaglutide is no longer in short supply which could limit $HIMS' GLP-1s revenue. Heres why the sell-off is irrational: 👇 $HIMS is not just a company providing GLP-1s. [--]. Revenue (excluding GLP-1s) is up 12x over the last [--] years (see below): ✅ Q4"  
[X Link](https://x.com/MichaelZero10/status/1869811340912799776)  2024-12-19T18:25Z [----] followers, 34.6K engagements


"🚨 $TMDX is attractive at current level🧐👇 If you like $TMDX at $177 (in August) you should Marry it at $60 (in December). I don't believe $TMDX has dramatically changed as a business over the last few months. Mr. Market is just too focused on the short-term. If you are a long-term investor you could significantly benefit from this opportunity. I believe $TMDX could become a $8-10bn business by [----] (4-5x)"  
[X Link](https://x.com/MichaelZero10/status/1869814964036174040)  2024-12-19T18:40Z [----] followers, 12.9K engagements


"🚨 $HIMS is UNDERVALUED🧐👇 See below different approaches highlighting $HIMS's persistent UNDERVALUATION. [--]. Transaction Multiples 1.A Mergers & Acquisitions✅ In [----] $AMZN acquired One Medical the provider of physician-staffed clinics and virtual care for $3.9bn and an implied EV/Revenue at x6.3. This highlights $HIMS's significant undervaluation as the stock only trades at x2.69 EV/Revenue for 2025E. Therefore $HIMS could be up 2X+ just by considering a rerating. 1.B Equity Raises✅ In February [----] Ro an American Telehealth Company raised $150m from existing investors at a $7bn Enterprise"  
[X Link](https://x.com/MichaelZero10/status/1870452709104750757)  2024-12-21T12:54Z [----] followers, [----] engagements


"Either $HIMS or $TMDX: $HIMS is disrupting the traditional healthcare settings with its platform by offering personalized and affordable solutions. It benefits from an incredibly large addressable Market. This large addressable Market provides excellent growth opportunities. $TMDX is transforming the entire organ transplant market. Its best-in-class Technology can keep organs healthy for longer outside of a human body up to [--] hours in some cases (v.s just few hours for traditional technologies)"  
[X Link](https://x.com/MichaelZero10/status/1875912116965618019)  2025-01-05T14:27Z [----] followers, 40.6K engagements


"🚨 Pharma Group slams $HIMS over Super Bowl GLP-1 Ad The Ad for compounded versions of weight-loss drug semaglutide by $HIMS has attracted the ire of a pharmaceutical trade organisation that calls the campaign "nothing short of reckless." Why $HIMS shareholders should be excited 🤓 [--]. This reaction validates our initial investment thesis: $HIMS is disrupting the traditional healthcare settings.✅ [--]. $HIMS is getting more attention and this Super Bowl Ad is scaring the entire pharmaceutical industry.✅ [--]. This Super Bowl Ad will give a serious boost to the business and is poised to become one of"  
[X Link](https://x.com/MichaelZero10/status/1887606129250779225)  2025-02-06T20:55Z [----] followers, [----] engagements


"🚨This Super Bowl Ad will send $HIMS to the moon. Super Bowl 2025🏈: February [--] will be memorable Bullish 😍"  
[X Link](https://x.com/MichaelZero10/status/1887885423659155875)  2025-02-07T15:25Z [----] followers, 52.3K engagements


"🚨Robert F. Kennedy confirmed to lead Trump's Health Department Why $HIMS Will Benefit Immensely From Robert F. Kennedy:🧐👇 [--]. More Off-Patent Drugs will be allowed💊 Mr. Kennedy warned on Oct 25th that the Food and Drug Administrations war on public health is about to end accusing it of suppressing psychedelics stem cells raw milk hydroxychloroquine sunshine and anything else that advances human health and cant be patented by Pharma. This is positive for $HIMS as the business is selling various Off-Patent Drugs. [--]. $LLY and $NVO are likely to face more scrutiny from Legislators as the"  
[X Link](https://x.com/MichaelZero10/status/1890368542429602009)  2025-02-14T11:52Z [----] followers, [----] engagements


"🚨On Thursday [--] March; Nomination of Dr. Makary to serve as Commissioner of the FDA Dr. Makary was the Chief Medical Officer of Sesame a telehealth platform offering compounded versions of GLP-1s. Why $HIMS Will Benefit from Dr. Makary 🧐👇 [--]. $HIMS is likely to face less scrutiny from the FDA as Dr. Markary would support businesses which offer Off-Patent Drugs.✅ - This will drive $HIMS's Revenue as the business is currently offering various Off-Patent Drugs. [--]. More alternative solutions will be allowed in the U.S to lower Drug prices.✅ - $HIMS will take significant market share as the"  
[X Link](https://x.com/MichaelZero10/status/1896324022306230774)  2025-03-02T22:17Z [----] followers, [----] engagements


"🚨 [--] Tariff & Recession-Proof Stocks 🧐👇 [--]. $HIMS: Hims & Hers Tariff-Proof: Tariffs typically affect companies that import goods or materials from countries subject to trade restrictions. While the products that $HIMS sells on its platform and through retailers are sourced from a wide variety of domestic and international vendors majority of these products are from domestic suppliers. Therefore tariffs would not increase $HIMS Cost of Goods Sold (COGS) and impact their profitability. Telehealth services which are the core of $HIMS are generally not impacted by tariffs since the primary"  
[X Link](https://x.com/MichaelZero10/status/1897025004505616740)  2025-03-04T20:43Z [----] followers, 17.2K engagements


"🚨 Why $TMDX could outperform in [----] 🧐👇 [--]. $TMDX has a best-in-Class Technology ✅ $TMDX's Organ Care System (OCS) delivers superior transplant outcomes than the traditional storage process used historically in organ donations. By keeping donated organs in good condition for longer the Company's OCS adds valuable hours of transport time for organs to reach their recipients"  
[X Link](https://x.com/MichaelZero10/status/1899207613058867662)  2025-03-10T21:15Z [----] followers, [----] engagements


"🚨 $TMDX Growth Trajectory is impressive😳 - Q1 2017: $1.9M of Sales; - Q4 2024: $121.6M of Sales; Imagine how much Sales $TMDX could generate in [--] Years 🤯"  
[X Link](https://x.com/MichaelZero10/status/1910448781574693343)  2025-04-10T21:44Z [----] followers, [----] engagements


"Portfolio Update 04/19👇🏻👀 $HIMS 10.0% ($15.66)💊// Up 67%🟢 $NFLX 9.0% ($172.50)📺// Up 415%🟢 $SHOP 8.3% ($57.98)📦// Up 44%🟢 $CRWD 6.9% ($221.27)🔏// Up 63%🟢 $CELH 6.9% ($21.98)🧃// Up 54%🟢 $TMDX 6.1% ($56.97)💟// Up 40%🟢 $ASML 5.9% (667.67)🧑💻// Down 15%🔴 $AMD 5.7% ($112.6) 💻// Down 29%🔴 $LVMH 5.1% (574.30)👜// Down 15%🔴 $GOOGL 5.0% ($141.96)💻// Up 2%🟢 $TTD 4.6% ($45.73)💻// Up 6%🟢 $PALO 4.0% ($145.09)🔏// Up 10%🟢 $MDB 3.5% ($224.99) // Down 33%🔴 $TSLA 3.4% ($289.11)🚗// Down 23%🔴 $ELF 3.4% ($72.68)💄// Down 33%🔴 $NVO 3.3% (DKK432.0) 💟// / Down 3%🔴 $TWLO 3.1% ($64.06)"  
[X Link](https://x.com/MichaelZero10/status/1913569654087332092)  2025-04-19T12:25Z [----] followers, 12K engagements


"Portfolio Update 05/17👇🏻👀 $HIMS 17.7% ($15.66)💊// Up 305%🟢 $NFLX 8.1% ($172.50)📺// Up 544%🟢 $SHOP 8.1% ($57.98)📦// Up 91%🟢 $TMDX 6.2% ($56.97)💟// Up 96%🟢 $UNH 6.2% ($286.32)💟// Up 2%🟢 $CRWD 6.0% ($221.27)🔏// Up 95%🟢 $AMD 5.6% ($112.6) 💻// Down 4%🔴 $CELH 5.4% ($21.98)🧃// Up 66%🟢 $TTD 5.2% ($45.73)💻// Up 64%🟢 $ASML 5.1% (667.67)🧑💻// Up 0.10%🟢 $LVMH 3.8% (574.30)👜// Down 12%🔴 $NBIS 3.8% ($27.41) // Up 28%🟢 $ELF 3.8% ($72.68)💄// Up 2%🟢 $PALO 3.4% ($145.09)🔏// Up 29%🟢 $TWLO 3.2% ($64.06) // Up 81%🟢 $MDB 3.1% ($224.99) // Down 18%🔴 $DLO 2.8% ($10.03)💳// Up 9%🟢"  
[X Link](https://x.com/MichaelZero10/status/1923716337202757682)  2025-05-17T12:24Z [----] followers, 45K engagements


"Which Stock would you pick $CRWV or $NBIS 🥊 Please find below various details to help you.👇 [--]. $CRWV and $NBIS have similar business model✅ $CRWV operates a cloud platform that provides scaling support and acceleration for GenAI. $NBIS operates as a technology company that engages in building full-stack infrastructure to service the global AI industry"  
[X Link](https://x.com/MichaelZero10/status/1930722745970757960)  2025-06-05T20:25Z [----] followers, 11.2K engagements


"Why we believe $AMD is Undervalued 🧐 👇 [--]. The Data Center GPU market is led by $NVDA ✅ The Data Center GPU Market more than doubled Y-o-Y in [----] mostly driven by one company alone: $NVDA. Data Center GPUs refers to specialized GPUs designed to handle the extensive computation demands of modern data centers which are the backbone of generative AI. Supply constraints high prices and stiff competition for top-tier GPUs make this market both dynamic and challenging. In [----] $NVDA led the Data Center GPU market holding 92% of the market share. However in this market there are other established"  
[X Link](https://x.com/MichaelZero10/status/1933976543144947984)  2025-06-14T19:55Z [----] followers, 16.2K engagements


"$TMDX: Exciting Update🫡 Market Update: $TMDX announced today that the FDA says it can proceed with the initiation of a trial for its OCS Heart System. The FDA granted conditional approval of the companys investigational device exemption (IDE). It allows $TMDX to proceed with the initiation of its next-generation OCS ENHANCE trial. ENHANCE a two-part clinical trial evaluates the systems support for prolonged heart perfusion. It then aims to demonstrate the superiority of the OCS Heart perfusion in donation after brain death (DBD) cases. The study compares this to DBD cases using static cold"  
[X Link](https://x.com/MichaelZero10/status/1952447164355154321)  2025-08-04T19:10Z [----] followers, [----] engagements


"These [--] Stocks Soared Following Strong Q2 Results Please find below a dive into their performances and if we believe these companies are attractive at current level. 👇🧵 [--]. $PLTR : Palantir $PLTR is up 147% YTD including 17% from last week after their excellent Q2 Earnings Report. Q2 Results🟢 Q2 [----] Revenue grew to over $1.0bn for the first time up 48% Y-o-Y and well ahead of the Market Consensus of 38% growth. U.S. Revenue was up 68% annually. There has been a lot of focus on new $PLTR contracts with the federal government including a 10-year $10bn deal that consolidates [--] contracts"  
[X Link](https://x.com/MichaelZero10/status/1954580053892755847)  2025-08-10T16:26Z [----] followers, 234.2K engagements


"3. $NBIS: Nebius $NBIS is up 148% YTD including the 30% gain from last week after their excellent Q2 Earnings Report. Q2 Results 🟢 Revenue jumped 625% to $105.1m which topped Market Consensus at $101.2m. The increase in revenue was primarily driven by strong performance in the companys core business and excellent execution. $NBIS' Adj. EBITDA loss expanded from $21m to $58.1m. However its core business achieved positive adjusted EBITDA in Q2 which is impressive. As of June [--] [----] $NBIS had $1679.3m of cash and cash equivalents compared with $1447m as of March [--] [----]. $NBIS raised its"  
[X Link](https://x.com/MichaelZero10/status/1954580062822334599)  2025-08-10T16:26Z [----] followers, 12K engagements


"4. $CELH: Celsius Holdings $CELH is up 97% YTD including the 15% gain from last week after their best-in-class Earnings. Q2 Results🟢 Revenue jumped 84% Y-o-Y to a record $739.3m in Q2 exceeding the $652.4m analysts had expected. Revenue growth was mainly driven by the recently acquired female focused energy drink brand Alani whose retail sales surged 129% Y-o-Y to $301.2m. This momentum marks one of the fastest accelerations in the category and underscores the brands resonance with younger more diverse consumers. Revenue for Celsius energy drinks also jumped9% Y-o-Y after posting a Y-o-Y"  
[X Link](https://x.com/MichaelZero10/status/1954580066962477342)  2025-08-10T16:26Z [----] followers, 14.8K engagements


"6. Final thoughts As you can see I try to be as transparent as possible by clearly highlighting the companies that I own. Hope you find these details and explanations useful. Which other companies delivered strong Q2 results🤔 I will be happy to write about these companies in another thread.😉"  
[X Link](https://x.com/MichaelZero10/status/1954580073748549964)  2025-08-10T16:26Z [----] followers, [----] engagements


"These [--] Stocks Dropped Significantly Following Q2 Results Please find below a dive into their performances and if we believe these companies are attractive at current level. 👇🧵 [--]. $TTD : Trade Desk $TTD is Down 55% YTD including the 40% losses from last week after their Q2 Earnings Report. Q2 Results🔴 Revenue came in at $694m up 19% from a year ago and a bit above Market estimates of $685m. Indeed customer retention stayed strong at 95% and adoption of its AI-powered Kokai platform continued to grow with 2/3 of customers now using it offering better efficiency and lower costs per"  
[X Link](https://x.com/MichaelZero10/status/1955366678973534209)  2025-08-12T20:31Z [----] followers, 34.6K engagements


"Portfolio Update 08/16👇🏻👀 $HIMS 11.5% ($15.66)💊// Up 175%🟢 $SHOP 9.4% ($57.98)📦// Up 144%🟢 $AMD 7.7% ($112.6) 💻// Up 40%🟢 $NFLX 7.7% ($172.50)📺// Up 538%🟢 $CELH 7.1% ($21.98)🧃// Up 130%🟢 $LVMH 6.9% (516.95)👜// Down 8%🔴 $NBIS 6.7% ($27.41)🧑💻// Up 134%🟢 $TMDX 6.0% ($56.97)💟// Up 96%🟢 $UNH 5.9% ($286.32)💟// Up 2%🟢 $CRWD 5.3% ($221.27)🔏// Up 80%🟢 $ELF 5.1% ($72.68)💄// Up 43%🟢 $ASML 4.6% (667.67)🧑💻// Down 5%🔴 $DLO 3.4% ($10.03)💳// Up 38%🟢 $TTD 3.2% ($45.73)💻// Up 7%🟢 $PALO 2.9% ($145.09)🔏// Up 12%🟢 $TWLO 2.6% ($64.06)🧑💻// Up 57%🟢 $ENPH 2.2% ($34.08) 🌞// Up"  
[X Link](https://x.com/MichaelZero10/status/1956710258505609463)  2025-08-16T13:30Z [----] followers, 40.3K engagements


"🚨 Here are [--] Stocks to Add on your Watchlist🧐 🧵👇 [--]. $FI Fiserv Inc. ($75bn Mkt Cap) - FY25 EBITDA Growth = 13.8% - FY25 EBITDA Margin = 49.12% - FY25 EV/ EBITDA = 10.22x"  
[X Link](https://x.com/MichaelZero10/status/1962607079224746373)  2025-09-01T20:02Z [----] followers, 14.8K engagements


"$ELF (+6.9%)😳 Market Update🟢 - $ELF Cosmetics brand announced a partnership with the National Women's Soccer League (NWSL) and INDIVISA to launch a nationwide search for the next young soccer star. - This marketing initiative adds to a series of positive developments for the company. Few weeks ago $ELF reported Q1 [----] that surpassed Sales and Earnings expectations. The company is also focused on growth through its rollout of AI-driven initiatives and the acquisition of the skincare brand Rhode which supports its push for international expansion and operational efficiency. Why $ELF is"  
[X Link](https://x.com/MichaelZero10/status/1967711457778254327)  2025-09-15T22:05Z [----] followers, [----] engagements


"$PYPL looks exciting at first glance if we are only focused on the massive share buybacks and Earnings Per Share. However if you zoom out we can see these share buybacks are financed mainly by long-term debt debt and this does not make sense. Besides the management team is neglecting capital expenditures and this will significantly affect $PYPL's competitivity over the long-term. Indeed the business is already showing sign of deterioration as gross margins are consistently going down.😳"  
[X Link](https://x.com/MichaelZero10/status/1972238223918211323)  2025-09-28T09:53Z [----] followers, 14.4K engagements


"$TMDX is growing in Italy Recent Market Update: - $TMDX is experiencing significant growth in Italy through its latest strategic partnership with Mercedes-Benz. - Indeed this collaboration aims to establish Italy's first dedicated organ transplantation ground transportation network utilizing purpose-built Mercedes-Benz V-Class vehicles across four National OCS Program (NOP) hubs. - By integrating advanced vehicles with the Organ Care System (OCS) technology $TMDX aims to improve donor organ utilization and expand patient access to life saving transplants across Italy. What is the Rationale"  
[X Link](https://x.com/MichaelZero10/status/1972300410699272546)  2025-09-28T14:00Z [----] followers, [----] engagements


"Why we own $DLO over $FOUR 🧐👇 Introduction: - $DLO operates a payment processing platform worldwide. It offers a robust pay-in solution that allows businesses to get paid for their products and services through various payment methods including international and local cards online bank transfers direct debit cash and hundreds of alternative payment methods. It also provides a pay-out solution used by merchants to scale their pay-out operations. - $FOUR engages in the provision of software and payment processing solutions in the U.S. It offers payments platform which provides omni channel"  
[X Link](https://x.com/MichaelZero10/status/1976428326383198370)  2025-10-09T23:23Z [----] followers, 17.7K engagements


"🚨 Here are [--] Stocks to Add on your Watchlist🧐 🧵👇 [--]. $HROW Harrow Inc. ($1.4bn Mkt Cap) - FY25 EBITDA Growth = 232% - FY25 EBITDA Margin = 26.0% - FY25 EV/ EBITDA = 22.3x"  
[X Link](https://x.com/MichaelZero10/status/1978954620048482702)  2025-10-16T22:42Z [----] followers, [----] engagements


"$TMDX Stock rating upgraded to Buy at Needham on Transplant growth Needham upgraded $TMDX from Hold to Buy by setting a Price Target of $148. Indeed the business has demonstrated impressive performance with revenue growing 48% over the last twelve months and gross margins staying at 60%. The upgrade comes after Needhams transplant tracker indicated $TMDX's U.S. sales are likely to exceed market expectations for Q3 [----] based on the latest Scientific Registry of Transplant Recipients data. The Research firm expects $TMDX's new heart and lung clinical trials along with international expansion"  
[X Link](https://x.com/MichaelZero10/status/1981488513666199753)  2025-10-23T22:30Z [----] followers, 11.7K engagements


"🚨 $TMDX has significantly improved its cash collection in Q3 2025🧐👇 The following chart highlights $TMDX' Days Sales Outstanding (DSO) from Q3 [----] to Q3 [----] (see chart below). DSO is a key metric that measures the average number of days a company takes to collect payment after a sale helping to assess the efficiency of a company's cash flow management. A high DSO would indicate that $TMDX is taking longer to collect its receivables which could lead to cash flow problems whereas a low DSO suggests efficient cash management and quicker access to cash for reinvestment. Over the mentioned"  
[X Link](https://x.com/MichaelZero10/status/1985500764882538896)  2025-11-04T00:14Z [----] followers, [----] engagements


"@amrikarim_ @michaeljburry Amri $AMZN generated $116bn of Cash flow from operations in [----]. The business is expected to raise only $15bn debt (first bond sale since 2022). Obviously majority of their investments are financed by operating cash flow. Debt financial is really marginal"  
[X Link](https://x.com/MichaelZero10/status/1990920601209295134)  2025-11-18T23:10Z [----] followers, [---] engagements


"$ELF is Up 50% over the last four weeks Why we believe the current valuation is attractive Equity Value and Enterprise Value✅ $EFL's initial public offering (IPO) in September [----] was priced at $17/share above the initially indicated range of $14-16. The company raised $141M by offering 8.3M shares. On its first day of trading the stock closed at $26.50/share establishing an Equity Value of $1.18bn. At the time of $ELF's IPO the company had $200M Net Debt Balance (Debt: $204 - Cash: $4M). Therefore at IPO the Enterprise Value was $1.380M ($1.180M +$200M). LTM June [----] (see below the table)✅"  
[X Link](https://x.com/MichaelZero10/status/1924915214073659739)  2025-05-20T19:48Z [----] followers, [----] engagements

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