[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @RahulSetty_ Rahul Setty Rahul Setty posts on X about $gtlb, oscr, oscar, $oscr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::4711476314/interactions)  - X Week XXXXXX +32% - X Month XXXXXXX +678% - X Months XXXXXXX +116% - X Year XXXXXXX -XXXX% ### Mentions: X [#](/creator/twitter::4711476314/posts_active)  - X Week XX +36% - X Month XX +82% - X Months XX +38% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::4711476314/followers)  - X Week XXXXX +0.20% - X Month XXXXX +7% - X Months XXXXX +21% - X Year XXXXX +61% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::4711476314/influencer_rank)  ### Social Influence [#](/creator/twitter::4711476314/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) **Social topic influence** [$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_](/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_](/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_](/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_](/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_](/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_](/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_](/creator/x/RahulSetty_) on [X](/post/tweet/1946316791375925269) 2025-07-18 21:10:58 UTC 5632 followers, XXX engagements "Spent some time revisiting $DLO today and think Im finally starting to see what others are in this one. Pretty solid setup"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1941283804007760372) 2025-07-04 23:51:40 UTC 5632 followers, 5735 engagements "$GTLB CEO not worried about software dev jobs or AI's impact on developer demand:"  [@RahulSetty_](/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_](/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_](/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_](/creator/x/RahulSetty_) on [X](/post/tweet/1943377180903510356) 2025-07-10 18:30:00 UTC 5632 followers, 3519 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
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.
Social category influence finance stocks cryptocurrencies technology brands
Social topic influence $gtlb, oscr, oscar, $oscr, money, macro, hims, $avcrv, $hims, $dnpwa
Top assets mentioned GitLab Inc. Class A Common Stock (GTLB) Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) Sea Limited (SE) 4 (FOUR) MercadoLibre Inc (MELI) Crocs, Inc. (CROX) monday.com Ltd. Ordinary Shares (MNDY) TransMedics Group, Inc. Common Stock (TMDX) Twilio, Inc. (TWLO) Upstart Holdings, Inc. Common stock (UPST) Affirm Holdings, Inc. Class A Common Stock (AFRM) Marqeta, Inc. Class A Common Stock (MQ) Coupang, Inc. (CPNG) Remitly Global, Inc. Common Stock (RELY) DLocal Limited Class A Common Shares (DLO) Centene Corp (CNC)
Top posts by engagements in the last XX hours
"$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_ on X 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_ on X 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_ on X 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_ on X 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_ on X 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_ on X 2025-07-22 18:16:24 UTC 5634 followers, 1702 engagements
"@ReneSellmann @CCM_Ryan Arent $RELY and Revolut doing the exact same thing" @RahulSetty_ on X 2025-07-18 21:10:58 UTC 5632 followers, XXX engagements
"Spent some time revisiting $DLO today and think Im finally starting to see what others are in this one. Pretty solid setup" @RahulSetty_ on X 2025-07-04 23:51:40 UTC 5632 followers, 5735 engagements
"$GTLB CEO not worried about software dev jobs or AI's impact on developer demand:" @RahulSetty_ on X 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_ on X 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_ on X 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_ on X 2025-07-10 18:30:00 UTC 5632 followers, 3519 engagements
/creator/twitter::RahulSetty_