[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, $oscr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::4711476314/interactions)  - X Week XXXXXX +32% - X Month XXXXXXX +678% - X Months XXXXXXX +116% - X Year XXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::4711476314/posts_active)  - X Week XX +36% - X Month XX +82% - X Months XX +38% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::4711476314/followers)  - X Week XXXXX +0.20% - X Month XXXXX +7% - X Months XXXXX +21% - X Year XXXXX +61% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::4711476314/influencer_rank)  ### Social Influence [#](/creator/twitter::4711476314/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$gtlb](/topic/$gtlb) 8.33%, [oscr](/topic/oscr) 5.56%, [oscar](/topic/oscar) 5.56%, [$oscr](/topic/$oscr) 5.56%, [swe](/topic/swe) 2.78%, [money](/topic/money) 2.78%, [macro](/topic/macro) 2.78%, [revolut](/topic/revolut) 2.78%, [$rely](/topic/$rely) 2.78%, [hims](/topic/hims) XXXX% **Top accounts mentioned or mentioned by** [@kairospraxis](/creator/undefined) [@no_cap_cap](/creator/undefined) [@komodocapital](/creator/undefined) [@renesellmann](/creator/undefined) [@mosinvesting](/creator/undefined) [@daveyjuice](/creator/undefined) [@davey_juice](/creator/undefined) [@hamenateah](/creator/undefined) [@_sgr_a_star](/creator/undefined) [@komodo_capital](/creator/undefined) [@ccmryan](/creator/undefined) [@degilsson](/creator/undefined) [@regulatedlegacy](/creator/undefined) [@simeonresearch_](/creator/undefined) [@292_s_h](/creator/undefined) [@walnutavevalue](/creator/undefined) [@paulcerro](/creator/undefined) [@dwessel35](/creator/undefined) [@mavix_leon](/creator/undefined) [@mos_investing](/creator/undefined) **Top assets mentioned** [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [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) [Centene Corp (CNC)](/topic/$cnc) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) ### Top Social Posts [#](/creator/twitter::4711476314/posts) --- Top posts by engagements in the last XX hours "New position in $GTLB today. Think AI will be a tailwind as their product is becoming more useful increasing willingness to pay but still small potatoes vs a full seat SWE. A Gitlab/GitHub product will become a must-have among SW teams over the coming years me thinks"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1947381150558916631) 2025-07-21 19:40:21 UTC 5633 followers, 3114 engagements "$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 5634 followers, 1016 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 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 5634 followers, 6172 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 "Saw a Toyota Yaris on the way home which wouldve been uneventful if it didnt also have the Shift $SFT logo on the back. Real 2021 meme stock buyers know (Note it has since gone bankrupt be careful out there friends.)"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1948179587579728151) 2025-07-24 00:33:03 UTC 5634 followers, XXX engagements "@MoS_Investing Aging curve of investors after joining fintwit"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1946285576975429878) 2025-07-18 19:06:56 UTC 5634 followers, XX 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 5634 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 5634 followers, 3535 engagements "Eating temporary crow on $OSCR as read-through from industry results is significant and weighs on FY results (meaningful guide downs to EBIT/MLR). However beyond 2025 it is a clean slate as pricing resets each year and will rise to to restore margins. This will drop to the bottom line plus scale off a higher revenue base (clear there is product-market fit) from organic growth. Oscar can weather this better than most competitors due to a better balance sheet and think will emerge stronger though will take a few quarters of painful results to work through. Interesting to see the stock up today"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1947722410998042715) 2025-07-22 18:16:24 UTC 5634 followers, 1749 engagements "$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 5633 followers, 5332 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 5633 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 5634 followers, 5741 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.]
@RahulSetty_ Rahul Setty
Rahul Setty posts on X about $gtlb, oscr, oscar, $oscr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +32%
- X Month XXXXXXX +678%
- X Months XXXXXXX +116%
- X Year XXXXXXX -XXXX%
Mentions: XX #
- X Week XX +36%
- X Month XX +82%
- X Months XX +38%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.20%
- X Month XXXXX +7%
- X Months XXXXX +21%
- X Year XXXXX +61%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% automotive brands XXXX%
Social topic influence $gtlb 8.33%, oscr 5.56%, oscar 5.56%, $oscr 5.56%, swe 2.78%, money 2.78%, macro 2.78%, revolut 2.78%, $rely 2.78%, hims XXXX%
Top accounts mentioned or mentioned by @kairospraxis @no_cap_cap @komodocapital @renesellmann @mosinvesting @daveyjuice @davey_juice @hamenateah @_sgr_a_star @komodo_capital @ccmryan @degilsson @regulatedlegacy @simeonresearch_ @292_s_h @walnutavevalue @paulcerro @dwessel35 @mavix_leon @mos_investing
Top assets mentioned GitLab Inc. Class A Common Stock (GTLB) Oscar Health, Inc. (OSCR) Remitly Global, Inc. Common Stock (RELY) 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) Centene Corp (CNC) DLocal Limited Class A Common Shares (DLO)
Top Social Posts #
Top posts by engagements in the last XX hours
"New position in $GTLB today. Think AI will be a tailwind as their product is becoming more useful increasing willingness to pay but still small potatoes vs a full seat SWE. A Gitlab/GitHub product will become a must-have among SW teams over the coming years me thinks"
@RahulSetty_ on X 2025-07-21 19:40:21 UTC 5633 followers, 3114 engagements
"$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 5634 followers, 1016 engagements
"@ReneSellmann @CCM_Ryan Arent $RELY and Revolut doing the exact same thing" @RahulSetty_ on X 2025-07-18 21:10:58 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 5634 followers, 6172 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
"Saw a Toyota Yaris on the way home which wouldve been uneventful if it didnt also have the Shift $SFT logo on the back. Real 2021 meme stock buyers know (Note it has since gone bankrupt be careful out there friends.)" @RahulSetty_ on X 2025-07-24 00:33:03 UTC 5634 followers, XXX engagements
"@MoS_Investing Aging curve of investors after joining fintwit" @RahulSetty_ on X 2025-07-18 19:06:56 UTC 5634 followers, XX 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 5634 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 5634 followers, 3535 engagements
"Eating temporary crow on $OSCR as read-through from industry results is significant and weighs on FY results (meaningful guide downs to EBIT/MLR). However beyond 2025 it is a clean slate as pricing resets each year and will rise to to restore margins. This will drop to the bottom line plus scale off a higher revenue base (clear there is product-market fit) from organic growth. Oscar can weather this better than most competitors due to a better balance sheet and think will emerge stronger though will take a few quarters of painful results to work through. Interesting to see the stock up today" @RahulSetty_ on X 2025-07-22 18:16:24 UTC 5634 followers, 1749 engagements
"$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 5633 followers, 5332 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 5633 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 5634 followers, 5741 engagements