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# ![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4711476314.png) @RahulSetty_ Rahul Setty

Rahul Setty posts on X about $gtlb, oscr, oscar, $oscr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::4711476314/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4711476314/c:line/m:interactions.svg)

- X Week XXXXXX +32%
- X Month XXXXXXX +678%
- X Months XXXXXXX +116%
- X Year XXXXXXX -XXXX%

### Mentions: X [#](/creator/twitter::4711476314/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4711476314/c:line/m:posts_active.svg)

- X Week XX +36%
- X Month XX +82%
- X Months XX +38%
- X Year XXX -XX%

### Followers: XXXXX [#](/creator/twitter::4711476314/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4711476314/c:line/m:followers.svg)

- X Week XXXXX +0.20%
- X Month XXXXX +7%
- X Months XXXXX +21%
- X Year XXXXX +61%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::4711476314/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4711476314/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::4711476314/influence)
---

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$gtlb](/topic/$gtlb), [oscr](/topic/oscr), [oscar](/topic/oscar), [$oscr](/topic/$oscr), [money](/topic/money), [macro](/topic/macro), [hims](/topic/hims), [$avcrv](/topic/$avcrv), [$hims](/topic/$hims), [$dnpwa](/topic/$dnpwa)

**Top assets mentioned**
[GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Sea Limited (SE)](/topic/$se) [4 (FOUR)](/topic/$four) [MercadoLibre Inc (MELI)](/topic/$meli) [Crocs, Inc. (CROX)](/topic/$crox) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Twilio, Inc. (TWLO)](/topic/$twlo) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Marqeta, Inc. Class A Common Stock (MQ)](/topic/$mq) [Coupang, Inc. (CPNG)](/topic/$cpng) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Centene Corp (CNC)](/topic/$cnc)
### Top Social Posts [#](/creator/twitter::4711476314/posts)
---
Top posts by engagements in the last XX hours

"$GTLB CFO: "From a macro perspective the GitLab platform Ultimate has less than six month payback and over XXX% ROI in three years. And so people are buying our platform to consolidate and save money. And so we haven't really seen much overall from a macro perspective.""  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1946357889041588262) 2025-07-18 23:54:16 UTC 5632 followers, XXX engagements


"@davey_juice Seems like a very high exit multiple esp for that growth profile at exit"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1947858089052672084) 2025-07-23 03:15:32 UTC 5634 followers, XXX engagements


"Q3 2023 portfolio update: The bludgeon continues in sub-$10b mkt caps regardless of factor or sector. Fine by me we are playing the long game here. Adds: $FOUR $MELI $SE $CROX $DNP.WA $MNDY $HIMS $TMDX Trims/sells: $TWLO $UPST $AFRM $MQ $CPNG $S $AVCR.V"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1710690685303795828) 2023-10-07 16:16:57 UTC 5631 followers, 6169 engagements


"@komodo_capital Yep agreed. Want time to be my friend and not my enemy"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1946635846322446776) 2025-07-19 18:18:47 UTC 5635 followers, XXX engagements


"@KairosPraxis GitHub and Gitlab clearly 1A and 1B but think both innovating fast enough where its putting daylight between them and whomever may be trying to approach them. Feels like a young space based on mgmt TAM estimates lot of runway up to them to execute and get after it 👌🏽"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1947528438853865550) 2025-07-22 05:25:37 UTC 5632 followers, XX engagements


"Eating temporary crow on $OSCR as read-through from industry results is significant and weighs on FY results (meaningful guide downs to EBIT/MLR). However beyond 2025 it is a clean slate as pricing resets each year and will rise to to restore margins. This will drop to the bottom line plus scale off a higher revenue base (clear there is product-market fit) from organic growth. Oscar can weather this better than most competitors due to a better balance sheet and think will emerge stronger though will take a few quarters of painful results to work through. Interesting to see the stock up today"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1947722410998042715) 2025-07-22 18:16:24 UTC 5634 followers, 1702 engagements


"@ReneSellmann @CCM_Ryan Arent $RELY and Revolut doing the exact same thing"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1946316791375925269) 2025-07-18 21:10:58 UTC 5632 followers, XXX engagements


"Spent some time revisiting $DLO today and think Im finally starting to see what others are in this one. Pretty solid setup"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1941283804007760372) 2025-07-04 23:51:40 UTC 5632 followers, 5735 engagements


"$GTLB CEO not worried about software dev jobs or AI's impact on developer demand:"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1946355509340361113) 2025-07-18 23:44:49 UTC 5634 followers, 5302 engagements


"New position in $GTLB today. Think AI will be a tailwind as their product is becoming more useful increasing willingness to pay but still small potatoes vs a full seat SWE. A Gitlab/GitHub product will become a must-have among SW teams over the coming years me thinks"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1947381150558916631) 2025-07-21 19:40:21 UTC 5634 followers, 3093 engagements


"@komodo_capital I agree I wouldnt go so far as to call it objectively cheap but def more interested bc of the AI/SW thematic which has legs"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1947165773308571951) 2025-07-21 05:24:31 UTC 5632 followers, XX engagements


"This mornings analyst note conflating $OSCR to $CNC on pure speculation is silliness imo: historically different underwriting metrics different demographics (age groups) different markets (Oscar isnt in Medicare or Medicaid where Cengene primarily operates) Oscar also a much younger co when it comes to operative leverage efficiency etc when comparing to its elders"  
![@RahulSetty_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::4711476314.png) [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1943377180903510356) 2025-07-10 18:30:00 UTC 5632 followers, 3519 engagements