# ![@Neil_X10 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::748447743220146176.png) @Neil_X10 Neil 𝕏

Neil 𝕏 posts on X about $lmnd, ai, insurance, tesla the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::748447743220146176/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748447743220146176/c:line/m:interactions.svg)

- [--] Week [------] +48%
- [--] Month [-------] -28%
- [--] Months [---------] +149%
- [--] Year [---------] -76%

### Mentions: [--] [#](/creator/twitter::748447743220146176/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748447743220146176/c:line/m:posts_active.svg)

- [--] Month [--] -25%
- [--] Months [---] +121%
- [--] Year [---] +11%

### Followers: [-----] [#](/creator/twitter::748447743220146176/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748447743220146176/c:line/m:followers.svg)

- [--] Week [-----] +0.15%
- [--] Month [-----] +0.32%
- [--] Months [-----] +15%
- [--] Year [-----] +42%

### CreatorRank: [-------] [#](/creator/twitter::748447743220146176/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748447743220146176/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  73.27% [finance](/list/finance)  33.66% [automotive brands](/list/automotive-brands)  15.84% [technology brands](/list/technology-brands)  10.89% [celebrities](/list/celebrities)  5.94% [social networks](/list/social-networks)  1.98% [cryptocurrencies](/list/cryptocurrencies)  0.99% [exchanges](/list/exchanges)  0.99%

**Social topic influence**
[$lmnd](/topic/$lmnd) #8, [ai](/topic/ai) 11.88%, [insurance](/topic/insurance) 9.9%, [tesla](/topic/tesla) 9.9%, [$tsla](/topic/$tsla) 8.91%, [business](/topic/business) 7.92%, [lemonade inc](/topic/lemonade-inc) #8, [short interest](/topic/short-interest) 6.93%, [in the](/topic/in-the) 5.94%, [the world](/topic/the-world) 5.94%

**Top accounts mentioned or mentioned by**
[@lemonadeinc](/creator/undefined) [@tesla](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@bjmtweets](/creator/undefined) [@elonmusk](/creator/undefined) [@mitchmartan98](/creator/undefined) [@paperbaginvest](/creator/undefined) [@bj23air](/creator/undefined) [@kabraxfx](/creator/undefined) [@shadyjosh5](/creator/undefined) [@grok](/creator/undefined) [@cedarstresearch](/creator/undefined) [@lemonadeincs](/creator/undefined) [@hedgequote](/creator/undefined) [@shaiwininger](/creator/undefined) [@stonkwisdom](/creator/undefined) [@andersreiche](/creator/undefined) [@itschrisray](/creator/undefined) [@markpaddey](/creator/undefined) [@domienvde](/creator/undefined)

**Top assets mentioned**
[Lemonade, Inc. (LMND)](/topic/$lmnd) [Tesla, Inc. (TSLA)](/topic/tesla) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Apple, Inc. (AAPL)](/topic/$aapl) [UiPath, Inc. (PATH)](/topic/$path) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"For those who might be asking if they already missed the run of $LMND Id say you did miss the recovery but the run hasnt even started yet. 👇🏼"  
[X Link](https://x.com/anyuser/status/2010769416519331931)  2026-01-12T17:42Z [----] followers, 21.9K engagements


"RT @bjmtweets: $LMND proving the model. Legacy is cooked"  
[X Link](https://x.com/anyuser/status/2022532973896306778)  2026-02-14T04:46Z [----] followers, [--] engagements


"XAi has already been bailed out by SpaceX And is now having to go through IPO due diligence And in the middle of this is having a major talent exodus Whats going on behind the scenes at XAi Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the xAI team has done and will continue to stay close Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And"  
[X Link](https://x.com/Neil_X10/status/2021435558527107390)  2026-02-11T04:06Z [----] followers, [----] engagements


"I just listened to the $LMND Q3 [----] earnings call again. I dont know who still needs to hear this but the company is absolutely firing on all cylinders. Expecting more of the same during this weeks Q4 update and [----] guidance"  
[X Link](https://x.com/Neil_X10/status/2023005599152439432)  2026-02-15T12:04Z [----] followers, [----] engagements


"When I take a long-term position in a company I am also betting on a single unquantifiable variable: Intellectual Magnetic Dominance. This goes beyond being a "visionary." I look for leaders whose minds are so sharp that I feel like I am literally becoming smarter just by listening to them speak. The best way I can think of it: "Is there a cognitive ROI tuning into their every word" - My obsession began with Steve Jobs & $AAPL. I consumed virtually every recording of him not just for Apple insights but for the sheer clarity of his worldview. His intellect was so potent it could bend reality"  
[X Link](https://x.com/Neil_X10/status/1996898791237034282)  2025-12-05T11:05Z [----] followers, 31.4K engagements


"$LMND stock price is dipping into pre-FSD announcement territory. Ive (slowly) started adding some leverage here please be mindful of your risk tolerances and position sizing if you are doing the same; the stock has been a punching bag of L/S funds for years"  
[X Link](https://x.com/Neil_X10/status/2019062537128484997)  2026-02-04T14:56Z [----] followers, [----] engagements


"Its on days exactly like today Im unfazed knowing $LMND is a $100B+ market cap. company in the making and is currently selling for only $5.5B. A reminder that drawdowns are an ordinary part of the process with high growth names. Hope yall are doing ok"  
[X Link](https://x.com/Neil_X10/status/2019082799152587097)  2026-02-04T16:17Z [----] followers, 11.6K engagements


"If its true an Anthropic automation tool caused todays market sell off then we are indeed shareholders of one of the best stocks. So long as the team keeps executing its only a matter of time before $LMND is recognized as a heavy duty AI application company for insurance. HOLY SHIT Anthropic Just Triggered a $285B Market Crash 😳 Bloomberg just reported that Anthropic released a new AI tool that caused: $285 billion wiped out across software finance and asset management stocks 6% drop in Goldman's software basket (biggest since https://t.co/YJbUjqCvkX HOLY SHIT Anthropic Just Triggered a"  
[X Link](https://x.com/Neil_X10/status/2019161733181419612)  2026-02-04T21:30Z [----] followers, [----] engagements


"Should $LMND buy Bitcoin Yes. No. See results Yes. No. See results"  
[X Link](https://x.com/Neil_X10/status/2019840234289283405)  2026-02-06T18:26Z [----] followers, [----] engagements


"$LMND What a lot of AI wont take the jobs people dont seem to understand is the degree to which white collar orgs are essentially structured to solve this chart. Imagine that each node is a person who actually does stuff (engineering writing marking copy drafting contracts https://t.co/5G56e6vWvu What a lot of AI wont take the jobs people dont seem to understand is the degree to which white collar orgs are essentially structured to solve this chart. Imagine that each node is a person who actually does stuff (engineering writing marking copy drafting contracts https://t.co/5G56e6vWvu"  
[X Link](https://x.com/Neil_X10/status/2020174237789745434)  2026-02-07T16:34Z [----] followers, [----] engagements


"Regulatory risk realized for $HIMS No opinion on what transpired here but worth watching unlikely though not impossible $LMND could face similar regulatory headwinds in the future as they continue growing. $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment. https://t.co/CVIux8BER0 $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its"  
[X Link](https://x.com/Neil_X10/status/2020239182061613412)  2026-02-07T20:52Z [----] followers, [----] engagements


"@bj23air @bjmtweets Would take a longer post to fully flesh out but basically Im thinking of a scenario where legacy insurers pressure regulators into scrutinizing LMNDs telematics / pricing policies and prevent them from fully leveraging them / having too much of an edge with precision pricing"  
[X Link](https://x.com/Neil_X10/status/2020249164462846333)  2026-02-07T21:31Z [----] followers, [---] engagements


"$LMND This is one of the most underrated observations in tech right now. if AI commoditizes software what's actually safe - regulated and liability-bearing businesses (someone has to be on the hook) - anything touching the physical world (hardware manufacturing energy) - This is one of the most underrated observations in tech right now. if AI commoditizes software what's actually safe - regulated and liability-bearing businesses (someone has to be on the hook) - anything touching the physical world (hardware manufacturing energy) -"  
[X Link](https://x.com/Neil_X10/status/2020575582438707500)  2026-02-08T19:08Z [----] followers, [----] engagements


"OpenAI is green-lighting insurance quotes directly within ChatGPT. $LMND #OpenAI greenlights #insurance quotes within ChatGPT - #insurancenews https://t.co/RkQMyFJlwY #OpenAI greenlights #insurance quotes within ChatGPT - #insurancenews https://t.co/RkQMyFJlwY"  
[X Link](https://x.com/Neil_X10/status/2020963694101004619)  2026-02-09T20:51Z [----] followers, [----] engagements


"The below post sums up why I would personally avoid investing in $HIMS their fight with regulators and industry participants looks like its just getting started. Supporting $HIMS because you think theyre fighting the good fight is one thing. I think what they do seriously damages biotech R&D incentives & makes companies less likely to develop new drugs. But if you think theyre the good guy here then fine. I see both sides. Still Supporting $HIMS because you think theyre fighting the good fight is one thing. I think what they do seriously damages biotech R&D incentives & makes companies less"  
[X Link](https://x.com/Neil_X10/status/2020972432388231220)  2026-02-09T21:25Z [----] followers, [----] engagements


"$LMND OpenAI just turned ChatGPT into Lemonades sales machine. Millions buy insurance where they already chat Lemonade is built for AI-first quoting First digital quote = likely Lemonade Massive reach with near-zero CAC ChatGPT + Lemonade = turbocharged growth. $LMND OpenAI just turned ChatGPT into Lemonades sales machine. Millions buy insurance where they already chat Lemonade is built for AI-first quoting First digital quote = likely Lemonade Massive reach with near-zero CAC ChatGPT + Lemonade = turbocharged growth. $LMND"  
[X Link](https://x.com/Neil_X10/status/2021278946948497719)  2026-02-10T17:43Z [----] followers, [----] engagements


"Every responsible adult has some form of insurance nearly a 100% household penetration rate. $LMND A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI. A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI"  
[X Link](https://x.com/Neil_X10/status/2021703880656953706)  2026-02-11T21:52Z [----] followers, [----] engagements


"@stonk_wisdom @KabraxFX Can you be more specific"  
[X Link](https://x.com/Neil_X10/status/2022257182671065581)  2026-02-13T10:30Z [----] followers, [--] engagements


"Open mic for anyone interested $LMND https://t.co/FXmgdD9iAS https://t.co/FXmgdD9iAS"  
[X Link](https://x.com/Neil_X10/status/2022026612582273425)  2026-02-12T19:14Z [----] followers, [----] engagements


"Pushing back on this we should want $LMND valuation higher and cost of capital lower. Theyre at a point now where its clear they have product market fit and net income is essentially just another balance sheet milestone. With that in mind they should raise additional capital and accelerate growth. But shareholders should want the lowest cost of capital / lowest possible dilution so we get the highest terminal value for each of our shares. https://twitter.com/i/web/status/2022274254482346344 https://twitter.com/i/web/status/2022274254482346344"  
[X Link](https://x.com/Neil_X10/status/2022274254482346344)  2026-02-13T11:38Z [----] followers, [----] engagements


"$LMND is only a $4.5B market cap company right now [--] million customers 30%+ CAGR $1B+ revenue + profitability just over the horizon. Well look back at these prices one day the same way we looked at LMND at a $1B market cap"  
[X Link](https://x.com/Neil_X10/status/2022045019025396079)  2026-02-12T20:27Z [----] followers, [----] engagements


"RT @AndersReiche: Back in the olden days of Q3. Way before Opus [---] [---] and 5.2/5.3-codex $LMND was able to offset their opex by automati"  
[X Link](https://x.com/Neil_X10/status/2021953904171442433)  2026-02-12T14:25Z [----] followers, [--] engagements


"Id be buying $LMND hand over fist right now if I had more cash. Late last year I suspected a macro-driven sell off would hit LMND at some point and we are now seeing investors throwing out the baby with the bath water. A 40% drop in [--] weeks however tells me the same predatory L/S funds that hammer the stock are likely jumping back in. Those on margin / using leverage are really feeling the pain. Hope all have managed risk accordingly. Im considering swapping shares for additional long term leverage here (2028 leaps) but Ive been traveling and not in sync with macro so probably not the best"  
[X Link](https://x.com/Neil_X10/status/2022002638317818183)  2026-02-12T17:39Z [----] followers, [----] engagements


"RT @itschrisray: $LMND is down almost 7% today. People dont seem to understand that Lemonade gets STRONGER as AI improves. Instead of be"  
[X Link](https://x.com/Neil_X10/status/2022007520349630680)  2026-02-12T17:58Z [----] followers, [--] engagements


"https://x.com/i/spaces/1ypKdqZqoVRGW https://x.com/i/spaces/1ypKdqZqoVRGW"  
[X Link](https://x.com/Neil_X10/status/2022026432223097320)  2026-02-12T19:14Z [----] followers, [----] engagements


"$LMND was built for this moment Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months"  
[X Link](https://x.com/Neil_X10/status/2022126110176354469)  2026-02-13T01:50Z [----] followers, [----] engagements


"Big thanks to all who contributed to this weeks $LMND space. @MarkPaddey @MitchMartan98 @ShadyJosh5 @DomienVdE If the stock hasnt found a floor were looking at potentially one of the best setups possible heading into a new investment cycle centered on AI winners. https://t.co/FXmgdD9iAS https://t.co/FXmgdD9iAS"  
[X Link](https://x.com/Neil_X10/status/2022595375580786920)  2026-02-14T08:54Z [----] followers, [----] engagements


"RT @elonmusk: Think in probabilities"  
[X Link](https://x.com/Neil_X10/status/2022595814699446315)  2026-02-14T08:56Z [----] followers, 12.4K engagements


"Epstein files are worse than I ever could have imagined"  
[X Link](https://x.com/Neil_X10/status/2023092447350550849)  2026-02-15T17:50Z [----] followers, [----] engagements


"Tesla investors can breathe a sigh of relief (.for now) @Tesla $TSLA Elon delivered. It's as simple as that. It's clear he came well-prepared for this call (especially compared to his performance during the last few calls). With the actions we saw leading up to today's earnings (cleaning house + axing the entire marketing squad) and the messaging we got during this call I think investors will be happy with the renewed sense of leadership from Elon and the new direction of the company. The messaging was on point and addressed in some way most aspects of looming investor concerns: 🔹What about"  
[X Link](https://x.com/anyuser/status/1782940364002771223)  2024-04-24T01:11Z [----] followers, 82.6K engagements


"@elonmusk Why slow expansion when charging infrastructure is one of the biggest sticking points for potential EV buyers"  
[X Link](https://x.com/Neil_X10/status/1785424865127981141)  2024-04-30T21:43Z [----] followers, 33.3K engagements


"@Tesla Why have I seen more ads about the shareholder vote than I have about the companys actual products If this vote fails you have only yourselves (CEO & Board) to blame"  
[X Link](https://x.com/Neil_X10/status/1792559478631698508)  2024-05-20T14:14Z [----] followers, 68K engagements


"@TSLAFanMtl What a colossal fuck up. A significant amount of the blame rests with the circle jerk enablers who worship everything Elon does and have gaslit those of us voicing concerns"  
[X Link](https://x.com/Neil_X10/status/1793683237728051212)  2024-05-23T16:39Z [----] followers, [----] engagements


"@HarrieScarlet @SaltasticTakes @xai @Tesla I dont think many $TSLA investors know what governance is and why it matters"  
[X Link](https://x.com/anyuser/status/1794663174521958434)  2024-05-26T09:33Z [----] followers, [----] engagements


"@ianmiles Please stop with the what do you notice crap. No one likes it. And I promise engagement baiting will hurt you over the long term"  
[X Link](https://x.com/anyuser/status/1798321785693442551)  2024-06-05T11:51Z [----] followers, [----] engagements


"No brand damage guys. Weve been making it up this whole time. $TSLA This is absolutely CRAZY. Someone vandalized almost a whole parking lot of BRAND NEW Cybertrucks in Florida. Cant believe theres people out there who would do these things. https://t.co/BJ5l07k2m4 This is absolutely CRAZY. Someone vandalized almost a whole parking lot of BRAND NEW Cybertrucks in Florida. Cant believe theres people out there who would do these things. https://t.co/BJ5l07k2m4"  
[X Link](https://x.com/anyuser/status/1804249444361342993)  2024-06-21T20:26Z [----] followers, 43.7K engagements


"Is this the worst $TSLA earnings call ever Been listening to these for a decade and Im having difficulty thinking of a worse one"  
[X Link](https://x.com/anyuser/status/1815868714266550301)  2024-07-23T21:56Z [----] followers, 34.7K engagements


"Baffling. Why can't @Tesla just add a steering wheel and sell this for $20-25k. and then tack on a monthly subscription for charging and FSD This is the car that would literally start putting other companies out of business and that's WITHOUT taking the massive gamble on achieving steering wheel-less Full-Self-Driving. Instead we push this out to [----] and see little to no growth in auto for the next 18-24 months Someone make it make sense. The gamble is totally unnecessary. NEWS: Tesla has just released brand new 4K images of its Cybercab. Below is a thread of them all 🧵"  
[X Link](https://x.com/Neil_X10/status/1844660384302858326)  2024-10-11T08:44Z [----] followers, 73.2K engagements


"@bryan_johnson @Grimezsz @Liv_Boeree Serious Q: do you schedule sex"  
[X Link](https://x.com/anyuser/status/1851678471375982958)  2024-10-30T17:32Z [----] followers, 51.7K engagements


"Most consequential human ever"  
[X Link](https://x.com/Neil_X10/status/1854012171321319875)  2024-11-06T04:05Z [----] followers, 785.1K engagements


"@itsavibe So much bro love a thing of beauty"  
[X Link](https://x.com/Neil_X10/status/1858034640969412653)  2024-11-17T06:29Z [----] followers, 70.3K engagements


"Its time to ask some big questions. Questions like: what happens when the entire market consensus on a company is spectacularly wrong What if that company has over $700 million in short interest http://x.com/i/article/1861737191271178240 http://x.com/i/article/1861737191271178240"  
[X Link](https://x.com/Neil_X10/status/1861792026590887983)  2024-11-27T15:19Z [----] followers, 92.8K engagements


"Why the hell not 🤷♂ 🤣 $LMND @TheRoaringKitty"  
[X Link](https://x.com/anyuser/status/1862428933205238125)  2024-11-29T09:30Z [----] followers, 22.5K engagements


"@Tesla I can almost guarantee there is some truth here and this is simply damage control"  
[X Link](https://x.com/anyuser/status/1917814426779951549)  2025-05-01T05:32Z [----] followers, 27.3K engagements


"@heydave7 Your voice is sorely missed in the TSLA community Dave. Hope all is going well with your wife"  
[X Link](https://x.com/anyuser/status/1930846825742991566)  2025-06-06T04:38Z [----] followers, [----] engagements


"Reminder: $LMND has $693 million dollars worth of short interest (nearly 1/3 of its float). https://t.co/gHYIaNG1Hj https://t.co/gHYIaNG1Hj"  
[X Link](https://x.com/anyuser/status/1932432018710888914)  2025-06-10T13:37Z [----] followers, 18.1K engagements


"If you have invested in $LMND (IMO) this is a must watch interview. Topics covered"  
[X Link](https://x.com/Neil_X10/status/1936545457003811215)  2025-06-21T22:03Z [----] followers, 33.4K engagements


"Thursday @ 10:30 pm EST set your calendars for a $LMND deep dive with @PaperBagInvest @jakebrowatzke and myself hosted by @amitisinvesting"  
[X Link](https://x.com/anyuser/status/1937506159344386218)  2025-06-24T13:40Z [----] followers, 39.7K engagements


"🚨 Heads up $LMND investors: @bjmtweets and I will be hosting our first (of what we hope will become a regular) Twitter Spaces tomorrow at 11am EST. Were both new to this format so bear with us as we find our footing. That said theres plenty to talk about especially following the reinsurance update. Well also be opening the floor for questions. Bulls bears skeptics and lurkers alike all are welcome. And I promise: Im far more reasonable live than I am in some of my more combative posts 😅😆 Hope to see you there"  
[X Link](https://x.com/Neil_X10/status/1940096268212310105)  2025-07-01T17:12Z [----] followers, 11.1K engagements


"Top [--] takeaways from $LMND's latest reinsurance update: 🧱 STRUCTURAL SHIFT: REINSURANCE REDUCTION (55% 20%) 🔹Lemonade reduced quota share reinsurance from 55% to 20% as of July [--] [----]. 🔹This was an elective move not one forced by reinsurer appetite or pricing conditions. 🔹Management confirmed they couldve renewed on identical terms but chose to retain more risk. 🔹This marks a graduation from dependency on reinsurers a milestone in underwriting maturity. 🔹The reduction applies across the global book covering all lines of business. 📦 PORTFOLIO OPTIMIZATION & RISK ENGINEERING 🔹This move"  
[X Link](https://x.com/anyuser/status/1941892078621098095)  2025-07-06T16:08Z [----] followers, 12.2K engagements


"On July [--] [----] Lemonade ($LMND) the AI-powered insurance company made a bold move: it slashed its reliance on reinsurance from 55% to 20%. More than just a technical accounting tweak its an http://x.com/i/article/1942221997284655104 http://x.com/i/article/1942221997284655104"  
[X Link](https://x.com/Neil_X10/status/1944495197280522392)  2025-07-13T20:32Z [----] followers, 35.2K engagements


"Teslas chips were diverted to your private company and Teslas resources and money were also used for its foundations. Tesla should have had a 20% stake since day [--] at zero cost"  
[X Link](https://x.com/anyuser/status/1944564832335745188)  2025-07-14T01:09Z [----] followers, 11.1K engagements


"The $LMND earnings letter is out. https://www.lemonade.com/investor-relations-bo/wp-content/uploads/2025/08/LMND-Shareholder-Letter-Q2-2025-FINAL.pdf https://www.lemonade.com/investor-relations-bo/wp-content/uploads/2025/08/LMND-Shareholder-Letter-Q2-2025-FINAL.pdf"  
[X Link](https://x.com/anyuser/status/1952671275270418788)  2025-08-05T10:01Z [----] followers, 26.4K engagements


"Short interest in $LMND is near a RECORD high in terms of actual shares shorted of [----] MILLION shares. And nearly a million additional shares were shorted in the last few weeks alone in the lead up to these earnings. We're now back near $40 and the LMND team just delivered a stellar earnings report. We've seen this setup before. The last time was following Q3 [----] earnings. We were similarly up about 10% premarket. The stock eventually closed the day up 47%. I'm not saying that will happen again but this sort of setup is a powder keg. a coiled spring if you will. And we know the value of the"  
[X Link](https://x.com/anyuser/status/1952704661871579374)  2025-08-05T12:14Z [----] followers, 29.5K engagements


"I dont say this often enough but a huge shoutout to the entire @Lemonade_Inc team. From leadership to engineers from customer support to every person keeping the $LMND machine running thank you. The market has doubted you guys for years. Self proclaimed insurance experts dismissed you at every turn. But you stayed the course. You focused on execution. And now youre delivering decisively You guys have built not just an agile and transparent company but one that genuinely cares about its customers. And youve done it in full view of the public markets while engaging openly with your investor"  
[X Link](https://x.com/anyuser/status/1952771683045212470)  2025-08-05T16:40Z [----] followers, [----] engagements


"$LMND short interest is now OFFICIALLY over $1 BILLION. ($1.056B) https://twitter.com/i/web/status/1955786334519615639 https://twitter.com/i/web/status/1955786334519615639"  
[X Link](https://x.com/anyuser/status/1955786334519615639)  2025-08-14T00:19Z [----] followers, 15.3K engagements


"Putting aside the hype around the current $LMND repricing lets revisit just some of the fundamentals actually fueling this leg higher: Earnings execution: The latest call was a home run. Every investor question was addressed head-on with clear methodical answers and extra insights that reinforced the positive story. Growth guidance: Management reiterated 30%+ growth (emphasis on the +) in a way that felt grounded not promotional leaving investors with genuine confidence in continued outperformance. Reinsurance tailwind: The latest changes optimized the portfolio for risk capital efficiency"  
[X Link](https://x.com/Neil_X10/status/1956016305775239294)  2025-08-14T15:33Z [----] followers, 14.6K engagements


"@Tesla Have you thought about telling the world outside of Twitter"  
[X Link](https://x.com/Neil_X10/status/1956038677144199562)  2025-08-14T17:02Z [----] followers, [----] engagements


"Dont say you werent warned. $LMND"  
[X Link](https://x.com/anyuser/status/1960184569967054984)  2025-08-26T03:36Z [----] followers, 21.7K engagements


"@grok @CedarStResearch @grok can you give a response to these criticisms based on what you know about Lemonades business performance and future plans"  
[X Link](https://x.com/Neil_X10/status/1961081554442338335)  2025-08-28T15:00Z [----] followers, [--] engagements


"$LMND is up 277% (so far) since I called it my top pick for [----] & [----]. But the real upside. hasn't even begun yet. Gross loss ratios have only just gotten into target ranges. Reinsurance changes are just starting to tier in across their entire portfolio. Growth has only just started reaccelerating and we're not yet at our (capital restricted) terminal rate of 30% let alone any growth rate that can be achieved if valuation increases enough for a favorably dilutive capital raise (off to the races if we get there). And all of those already compounding flywheels They're going to accelerate even"  
[X Link](https://x.com/Neil_X10/status/1969442779618296156)  2025-09-20T16:45Z [----] followers, 31.4K engagements


"Looks like $LMND short sellers are indeed reloading for another round of pain. According to @S3Partners short interest has spiked back up to [----] million shares. They shared their latest report: https://www.s3partners.com/articles/l-s-battleground-lemonade-lmnd https://www.s3partners.com/articles/l-s-battleground-lemonade-lmnd"  
[X Link](https://x.com/anyuser/status/1973021745029541940)  2025-09-30T13:46Z [----] followers, 13.3K engagements


"$LMND is about to shock a lot of people. It's an insurer that's been hyperfocused on technical infrastructure & AI since day-1 (2015) long before it was popular to be all-things-AI (post ChatGPT). What makes it even better . the market has largely (incorrectly) written the company off as a meme stock because of its retail centric investment community. But here's objective reality: Reinsurance changes are kicking in. Revenue is ramping. And these are happening at a time when [--] loss ratios (for insurers: the lower the better) are near the lowest they've ever been and [--] AI-enabled automation is"  
[X Link](https://x.com/Neil_X10/status/1974879234062721478)  2025-10-05T16:47Z [----] followers, 13.6K engagements


"All time high institutional holdings $LMND $LMND 🍋 https://t.co/f3UB5ggApd https://t.co/oRBRZ95RK0 $LMND 🍋 https://t.co/f3UB5ggApd https://t.co/oRBRZ95RK0"  
[X Link](https://x.com/anyuser/status/1977070158826160284)  2025-10-11T17:53Z [----] followers, 31.9K engagements


"$LMND is eventually going to rip faces off. Anyone that does an honest level of research will eventually see what I and a growing number of people are seeing. I could not care less about short term volatility (though I will do my absolute best to capitalize should opportunities arise in my favor and one such opportunity may be setting itself up now) because I know exactly what the company is and I know exactly what its competitors are. Dont let a few sour insurance agents fool you insurance is not complicated (and also remember that these guys are mostly just a cost-centre for the real"  
[X Link](https://x.com/Neil_X10/status/1978152720260645187)  2025-10-14T17:35Z [----] followers, 30.5K engagements


"Not financial advice but worth considering for $LMND: Q3 [----] +47% day following earnings Q3 [----] +24% day following earnings Q2 [----] +27% day following earnings Lemonades (appropriate) repricing as a tech. company has been underway for some time much to the chagrin of some desperate insurance agents and short sellers. Could Q3 [----] be another blowout quarter with a follow on rally finally bringing us closer to fair value ($100+)"  
[X Link](https://x.com/anyuser/status/1980690791959019667)  2025-10-21T17:40Z [----] followers, [----] engagements


"Every time I hear @Lemonade_Inc CEO Daniel Schreiber speak I am reminded that I still dont own enough $LMND Surprised this interview came out when it did (so close to earnings) but its always great hearing from leadership. The consistency in their messaging remains one of my favorite parts of being invested. https://youtu.be/h_3Qn_K9CXssi=5f3ezJ7n8gfzSn-q https://youtu.be/h_3Qn_K9CXssi=5f3ezJ7n8gfzSn-q"  
[X Link](https://x.com/Neil_X10/status/1981398511230025864)  2025-10-23T16:33Z [----] followers, 33.2K engagements


"Framing $LMND as just bidding for leads completely misunderstands how its growth and marketing engine works (and that it exists). What follows is pure alpha that a billion dollars of short interest doesn't yet understand. LMND does not spend blindly on marketing it runs every dollar through a proprietary AI model (now LTV-12) trained on [----] signals across the lifecycle of a policy: onboarding pricing behavioral interactions claims severity retention likelihood etc. The system forecasts cohort-level long-term cash flows before spend and deploys marketing dollars only when projected LTV/CAC"  
[X Link](https://x.com/Neil_X10/status/1982062181014544834)  2025-10-25T12:30Z [----] followers, 67.8K engagements


"Looks like the institutions were lined up to absorb the $LMND shares SoftBank sold"  
[X Link](https://x.com/Neil_X10/status/1982896870444962133)  2025-10-27T19:47Z [----] followers, [----] engagements


"Looks like someone is finding out just how illiquid $LMND stock really is"  
[X Link](https://x.com/anyuser/status/1983561541552365764)  2025-10-29T15:48Z [----] followers, 12.1K engagements


"COLD. HARD. NUMBERS. RIP $LMND bears 💀 .@Lemonade_Inc's Q3 [----] results: Highlights (YoY): 🚀 8th consecutive quarter of accelerating growth 💵 $1.16 Billion top line (IFP +30% ahead of plan) 🔥 Gross Profit $$ increased +113% to $80m 🔥 Gross Profit Margin at 41% 🔥 [----] million Customers (+24%) 🔥 Adj. EBITDA loss https://t.co/cwRt9tAtxl .@Lemonade_Inc's Q3 [----] results: Highlights (YoY): 🚀 8th consecutive quarter of accelerating growth 💵 $1.16 Billion top line (IFP +30% ahead of plan) 🔥 Gross Profit $$ increased +113% to $80m 🔥 Gross Profit Margin at 41% 🔥 [----] million Customers"  
[X Link](https://x.com/anyuser/status/1986025611379536288)  2025-11-05T10:59Z [----] followers, [----] engagements


"Once again a huge congrats to all @Lemonade_Inc employees and partners. Incredible business performance and dare I say you guys are firing on all cylinders the numbers are simply undeniable at this point Even if most of the world doesnt know it yet you guys are playing a leading role in defining the future of insurance and the future of how the business world will operate. Privileged to be a shareholder and I look forward to continuing to cheerlead all of the teams fantastic achievements"  
[X Link](https://x.com/Neil_X10/status/1986055154261721189)  2025-11-05T12:57Z [----] followers, [----] engagements


"@hedgequote @Lemonade_Inc S/O to @jakebrowatzke for reminding me to pull my head up out of the investor v short seller trenches and that without them we wouldn't have this joy of investing"  
[X Link](https://x.com/Neil_X10/status/1986057967964442765)  2025-11-05T13:08Z [----] followers, [---] engagements


"WE'RE WELL POSITIONED TO FUND THIS GROWTH $LMND WITHOUT THE NEED FOR ADDITIONAL CAPITAL. EAT IT BEARS"  
[X Link](https://x.com/Neil_X10/status/1986059594200912105)  2025-11-05T13:14Z [----] followers, 12.8K engagements


"$LMND A 30% move today almost seems like foregone conclusion. The real question is . can it reach 50%+ in a single day and eclipse the Q3 [----] single day move of +47% The news we got today ABSOLUTELY substantiates such a move with huge follow on potential ESPECIALLY with LMND CFO Tim Bixby confirming they have ZERO additional need for capital to sustain their planned 30%+ growth. Short sellers that are caught out of position rely on narrative warfare. But they just lost their last narrative talking point to substantiate their existence in these positions. If shorts double down it adds even"  
[X Link](https://x.com/anyuser/status/1986077638386196885)  2025-11-05T14:26Z [----] followers, [----] engagements


"In all seriousness. $LMND will be my 10X hat trick. $AAPL was first. $TSLA was second. $LMND is up"  
[X Link](https://x.com/Neil_X10/status/1986083584558731574)  2025-11-05T14:50Z [----] followers, 22.2K engagements


"Don't think I've ever worked as hard as I have in the last few weeks tee'ing up everything possible for our investor community for this earnings. This is honestly the best job in the world and I couldn't be more thankful getting to do it. Truly a labor of love. S/O to all the OGs and even our newer investors - y'all know who you are. Hope everyone has enjoyed the coverage and are happy today And don't forget - $LMND is just getting started. It'll be fun pressing Chanos and other short-sellers DAILY and over the coming weeks and months until they exit positions or give a clear explainer for"  
[X Link](https://x.com/anyuser/status/1986101232252133400)  2025-11-05T16:00Z [----] followers, [----] engagements


"Daniel Schreiber and Shai Wininger will eventually be recognized as one of the best business duos in the world. $LMND"  
[X Link](https://x.com/anyuser/status/1986105911686148558)  2025-11-05T16:18Z [----] followers, [----] engagements


"Someone mentioned a 10X on $LMND from my initial call (when it was near $10) is too easy. So I'll up the stakes: Lemonade will be my 10X hat trick and we'll base it on its prior all-time high. That's $188.30. That's where we'll start. $1883.00 is the 10X target. Game on. In all seriousness. $LMND will be my 10X hat trick. $AAPL was first. $TSLA was second. $LMND is up. In all seriousness. $LMND will be my 10X hat trick. $AAPL was first. $TSLA was second. $LMND is up"  
[X Link](https://x.com/Neil_X10/status/1986488439580336627)  2025-11-06T17:38Z [----] followers, 15.6K engagements


"$LMND CFO Tim Bixby comes out swinging stating theyve no need for additional capital dispelling once and for all the declining book value and forced dilution arguments. There are now zero bearish cases to back up a billion dollars worth of short interest. I can almost hear the thunderous rainfall of short seller tears as they listen to Tim say this. I mean this with all my heart this is insane alpha. And if you think Im joking try to talk to a skeptic of the company"  
[X Link](https://x.com/Neil_X10/status/1987375290222600435)  2025-11-09T04:22Z [----] followers, 10.3K engagements


"The bull market ended today. For two years the AI narrative was the market. But that narrative didnt just crack it shattered. Were no longer in a bull cycle; were in the vacuum that follows an explosion. Every dip wont get bought. Every rip will get sold. Because the market hates uncertainty and today it got a full dose of it. 🔹 Nvidias monopoly narrative is being stress-tested in real time. 🔹 If Google can train a frontier-class LLM on its own TPUs how long until every hyperscaler can 🔹 And what happens to trillion-dollar CapEx pipelines when model convergence becomes visible If every new"  
[X Link](https://x.com/Neil_X10/status/1991639103650296173)  2025-11-20T22:45Z [----] followers, 56.9K engagements


"@grok @MMMTwealth Do we know which firms manage the float for HIMS / are the market makers"  
[X Link](https://x.com/Neil_X10/status/1992867089166794825)  2025-11-24T08:05Z [----] followers, [---] engagements


"I give thanks to team @Lemonade_Inc for allowing this to happen. Happy Thanksgiving 🙏🏼 Something special on the way $LMND 👀 https://t.co/dVxJTzHEDd Something special on the way $LMND 👀 https://t.co/dVxJTzHEDd"  
[X Link](https://x.com/Neil_X10/status/1994146851503919534)  2025-11-27T20:50Z [----] followers, [----] engagements


"Team @Lemonade_Inc is firing on all cylinders $LMND (reminder) I'm quiet here = I'm super busy building something. (reminder) I'm quiet here = I'm super busy building something"  
[X Link](https://x.com/Neil_X10/status/2001729402602950869)  2025-12-18T19:00Z [----] followers, [----] engagements


"I dont think anyone else will be able to keep up with what lemonade is doing for renters and pet for some time (3-4 years) but if you can point out someone that might Id happily take a look. Are you talking about the aging pet problem Whats the thinking there that because they dont have a lot of data on aging pets their models arent priced accordingly yet"  
[X Link](https://x.com/Neil_X10/status/2006198272113729772)  2025-12-31T02:58Z [----] followers, [---] engagements


"A business thats accelerating like this is a business thats firing on all cylinders. $LMND Just passed [-------] @Lemonade_Inc customers. It took us [--] years for the first million [--] for the second [--] for the third. https://t.co/F7Xt9IRsCx Just passed [-------] @Lemonade_Inc customers. It took us [--] years for the first million [--] for the second [--] for the third. https://t.co/F7Xt9IRsCx"  
[X Link](https://x.com/Neil_X10/status/2011510220774916406)  2026-01-14T18:46Z [----] followers, [----] engagements


"@DirtyTesLa The company has hype for good reason. With enough research I can almost guarantee people will come to the same conclusion as every other $TSLA investor that has invested in $LMND"  
[X Link](https://x.com/Neil_X10/status/2014024355026497540)  2026-01-21T17:16Z [----] followers, [----] engagements


"@RealJimChanos Your $LMND short thesis was wrong completely. Management systematically addressed every bearish argument ever presented against the company by every L/S fund in the world. If you have a single point worth standing a bearish thesis on please lay it out. We are still waiting"  
[X Link](https://x.com/Neil_X10/status/2014087481499484435)  2026-01-21T21:27Z [----] followers, [----] engagements


"Hi @chamath would be fantastic to have @shai_wininger on the pod. Ive personally spent twenty years working on technical infrastructure and business process design at some of the worlds largest financial companies and the team at @Lemonade_Inc have truly architected the infrastructure stack of the future. You once referenced Coca-Cola as one of the biggest benefactors of refrigeration technology our open sourced investor community (made up of dozens of experts) believe Lemonade is positioned as one of the best application layer companies of the coming decade and could be a winner of the same"  
[X Link](https://x.com/Neil_X10/status/2014098639505834094)  2026-01-21T22:11Z [----] followers, [---] engagements


"@njnairinvest82 @PaperBagInvest Youre very welcome (seeing these messages truly makes my day) 🙏🏼 Dont forget to also thank the wonderful @Lemonade_Inc team"  
[X Link](https://x.com/Neil_X10/status/2014390185023439299)  2026-01-22T17:30Z [----] followers, [--] engagements


"@shai_wininger @NFTConciergeDoc @Tesla @Lemonade_Inc We really couldnt ask for a better team. You guys rock"  
[X Link](https://x.com/Neil_X10/status/2014452041968714213)  2026-01-22T21:36Z [----] followers, [---] engagements


"Predicting short term price action has never been my thing but should $LMND get back into the $79.54-$83.77 range that seems like a good spot to buy some zero-or-hero options for earnings"  
[X Link](https://x.com/Neil_X10/status/2016198863275647028)  2026-01-27T17:17Z [----] followers, [----] engagements


"The old $TSLA is officially dead and its a tragic (and unnecessary) end to an amazing era. RIP Teslas automotive business. Amazing while it lasted. Lets hope the shelving of the S & X at least lets them make the performance models of [--] & Y even better. Tesla is committing automotive suicide https://t.co/EJm9id1PEv by @fredlambert Tesla is committing automotive suicide https://t.co/EJm9id1PEv by @fredlambert"  
[X Link](https://x.com/Neil_X10/status/2017009800819650998)  2026-01-29T22:59Z [----] followers, [---] engagements


"Insolvency is always a possibility for $LMND as an insurer but the probability of that happening becomes less with each passing day (thanks to product & geographic expansion). So little downside so much upside. Cant stress enough: best asymmetric risk/reward Ive ever seen"  
[X Link](https://x.com/Neil_X10/status/2017038057115947486)  2026-01-30T00:52Z [----] followers, [---] engagements


"@jakebrowatzke I really feel for anyone that followed you into these leveraged positions without knowing you have an undisclosed amount of dry powder"  
[X Link](https://x.com/Neil_X10/status/2018821911753687414)  2026-02-03T23:00Z [----] followers, [----] engagements


"@ananya923 @optionscjp @jakebrowatzke No problem. I can relate to drawdowns"  
[X Link](https://x.com/Neil_X10/status/2018935685147750648)  2026-02-04T06:32Z [----] followers, [--] engagements


"@Luke_inv16 @PaperBagInvest Yes capital is exactly what I believe is the current limiting factor. Reinsurance reduction makes that capital management all the more important"  
[X Link](https://x.com/Neil_X10/status/2019070518091977102)  2026-02-04T15:28Z [----] followers, [--] engagements


"How I feel being a $LMND investor: Goes up happy days were wealthier. Goes down happy days more time to accumulate. Personally Ive never slept better at night with a concentrated investment and heres why: If my research is correct over the next few years many organizations will learn the first principles design pioneered by the LMND team is THE target state operating model for a white collar business of the future. Technical architecture design ☑ Which enables Fully automated business process design philosophy ☑ Which enables Tri-party charitable business model ☑ If youre feeling uneasy"  
[X Link](https://x.com/Neil_X10/status/2019582748575543570)  2026-02-06T01:23Z [----] followers, [----] engagements


"@CedarStResearch @hedgequote PLTR had a head of insurance and that person quit"  
[X Link](https://x.com/Neil_X10/status/2019783527970082968)  2026-02-06T14:41Z [----] followers, [--] engagements


"Coke became one of the biggest companies in the world thanks to refrigeration technology. The companies that apply AI the most effectively in commercially useful ways are going to be enormous winners over the coming decade. $LMND is one such company. $TSLA is another with their application of real world AI in full self driving (and hopefully someday soon this will also become obvious with energy and autobidder). There are lots of best in class companies out there. If you have an edge in an industry finding the best company in that industry applying AI (and investing in them) can reap massive"  
[X Link](https://x.com/anyuser/status/2005249620524388592)  2025-12-28T12:08Z [----] followers, [----] engagements

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