# ![@RationalReturns Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1879804179167772672.png) @RationalReturns Invest Intelligently

Invest Intelligently posts on X about $hims, $fubo, $duol, $root the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1879804179167772672/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879804179167772672/c:line/m:interactions.svg)

- [--] Week [-----] -58%
- [--] Month [-----] -69%
- [--] Months [------] +106%

### Mentions: [--] [#](/creator/twitter::1879804179167772672/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879804179167772672/c:line/m:posts_active.svg)

- [--] Month [--] -80%
- [--] Months [--] +100%

### Followers: [--] [#](/creator/twitter::1879804179167772672/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879804179167772672/c:line/m:followers.svg)

- [--] Week [--] +2.30%
- [--] Month [--] +6%
- [--] Months [--] +59%

### CreatorRank: [---------] [#](/creator/twitter::1879804179167772672/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1879804179167772672/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  95% [stocks](/list/stocks)  44% [cryptocurrencies](/list/cryptocurrencies)  18% [technology brands](/list/technology-brands)  2% [social networks](/list/social-networks)  1%

**Social topic influence**
[$hims](/topic/$hims) #370, [$fubo](/topic/$fubo) 13%, [$duol](/topic/$duol) #168, [$root](/topic/$root) #40, [$open](/topic/$open) #350, [flow](/topic/flow) 9%, [in the](/topic/in-the) 8%, [balance sheet](/topic/balance-sheet) 7%, [ai](/topic/ai) 7%, [$lmnd](/topic/$lmnd) 6%

**Top accounts mentioned or mentioned by**
[@danielisdizzy](/creator/undefined) [@alc2022](/creator/undefined) [@bjmtweets](/creator/undefined) [@eventuallywlthy](/creator/undefined) [@drtomslens](/creator/undefined) [@himshouse](/creator/undefined) [@yodastockinvest](/creator/undefined) [@scalersohom](/creator/undefined) [@moninvestor](/creator/undefined) [@riskoff](/creator/undefined) [@therealbirnbaum](/creator/undefined) [@andrewdudum](/creator/undefined) [@lmnd](/creator/undefined) [@jrgstocks](/creator/undefined) [@apompliano](/creator/undefined) [@holysmokas](/creator/undefined) [@nopaininvesting](/creator/undefined) [@bryanrhoades](/creator/undefined) [@schaeffers](/creator/undefined) [@divestech](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [fuboTV Inc. (FUBO)](/topic/$fubo) [Duolingo, Inc.  (DUOL)](/topic/$duol) [The Root Network (ROOT)](/topic/$root) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Novo-Nordisk (NVO)](/topic/$nvo) [Iris Energy Limited (IREN)](/topic/$iren) [Chewy, Inc. (CHWY)](/topic/$chwy) [DisChain (DIS)](/topic/$dis) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Toast, Inc. (TOST)](/topic/$tost) [Eli Lilly and Company (LLY)](/topic/$lly) [Adobe, Inc. (ADBE)](/topic/$adbe) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@danielisdizzy @bjmtweets bought heavily in $90s $80s $70s.and now we are in the $60s - thought it was a steal $30 ago. All flow seems to go towards $LMND - also an interesting case but much worse balance sheet and inflated sentiment (if you ask me)"  
[X Link](https://x.com/RationalReturns/status/2018024756084138477)  2026-02-01T18:12Z [--] followers, [---] engagements


"@alc2022 There is an above 0% chance that $HIMS eventually will offer own branded medicine at cost or extremely low margin and live off the platform subscriptions. I wonder how that will feel in big pharma offices even in the generics'"  
[X Link](https://x.com/RationalReturns/status/2019132491907715183)  2026-02-04T19:34Z [--] followers, [---] engagements


"$ROOT I feel like [----] is a breakout year. Expectations are low balance sheet is strong. Asymmetri confirmed. Go"  
[X Link](https://x.com/anyuser/status/2006318975345393806)  2025-12-31T10:58Z [--] followers, [---] engagements


"$TEVA - the rerating is done. I have been in $TEVA since $9-10 it is now at $32 hence effectively 3x'ed on this boring slug. I have now reduced my position significantly - here is why. Thesis in short: Heavy debt after acquiring Actavis Generics. Revenue and operating income big time depressed after hitting patent cliff on Copaxone. Add hereto the opiod scandal and following law suits (Purdue Pharma was the culprit but generics were pulled into the mess). Kre Schultz as CEO. I believed his skillset was perfect to fix a company that was basically heading towards bankruptcy and almost priced as"  
[X Link](https://x.com/anyuser/status/2008554367230558300)  2026-01-06T15:00Z [--] followers, [---] engagements


"$DUOL everyone thinks that Duolingo will be disrupted by general LLMs since you can solve many of the challenges without taking on their service (instant translation learning curriculum etc. etc.). The contrarian view (mine) is that $DUOLs vision is to be the platform for learning - globally - not only languages but pretty much every subject that requires learning. In that scenario the world's population is more or less the TAM. Add hereto that they own the proprietary data and understanding of how people learn most effectively. This is a moat that cannot be (easily) copied certainly not be a"  
[X Link](https://x.com/RationalReturns/status/2011737562503627242)  2026-01-15T09:49Z [--] followers, [---] engagements


"Some brutal weeks for my $HIMS $DUAL $OPEN $ROOT and $S I might look like an idiot when we look back at my bets come 2-3 years but I don't think so"  
[X Link](https://x.com/anyuser/status/2018566460801777758)  2026-02-03T06:05Z [--] followers, [---] engagements


"SentinelOne $S .then I have seen this as well. On a deep red day for all software"  
[X Link](https://x.com/anyuser/status/2019123572351070592)  2026-02-04T18:59Z [--] followers, [---] engagements


"In these volatile market days it seems clear that many in the Fintwit community folds and suddenly follows new convictions once the tide turns (no specific mentions) - and then sells out at the bottom. Makes me wonder if they were ever invested in the hype days or just going with the flow to gain followers selling out on the bottom seems to be crazy advise. $HIMS $DUOL $FUBO $OPEN .and many more https://twitter.com/i/web/status/2020796438305730658 https://twitter.com/i/web/status/2020796438305730658"  
[X Link](https://x.com/RationalReturns/status/2020796438305730658)  2026-02-09T09:46Z [--] followers, [--] engagements


"$HIMS I'll keep it short. I don't like the overstepping of IP-rights. Be it $NVO $LLY or otherwise. However I believe the vision of transforming healthcare and putting the individual in the driver's seat is right. The vision is bigger than a single product or single vertical. I stay invested and I have not sold [--] share. https://twitter.com/i/web/status/2021506640248197227 https://twitter.com/i/web/status/2021506640248197227"  
[X Link](https://x.com/RationalReturns/status/2021506640248197227)  2026-02-11T08:48Z [--] followers, [---] engagements


"My portfolio is down 19% so far this year. That's to be expected when you have concentrated capital against a few names. $HIMS $DUOL and even $OPEN have roughed me up + a few more being caught in the SaaS is dead narrative. That said I sit tight and add when I can. Good luck out there. https://twitter.com/i/web/status/2021942969423597847 https://twitter.com/i/web/status/2021942969423597847"  
[X Link](https://x.com/RationalReturns/status/2021942969423597847)  2026-02-12T13:42Z [--] followers, [---] engagements


"@DrTomsLens Some people learn to play the guitar.just because.not because they wanna play in a band or be the new Mark Knopfler. That's the casual learning that will always be there"  
[X Link](https://x.com/RationalReturns/status/2021608130493161692)  2026-02-11T15:31Z [--] followers, [---] engagements


"@TheRealBirnbaum So many "flow" FinX'ers just commenting on sentiment to gain followers. I doubt they were ever invested. I have no documentation in this case just a general feeling"  
[X Link](https://x.com/RationalReturns/status/2022203672051233042)  2026-02-13T06:58Z [--] followers, [--] engagements


"@bjmtweets True but I also factor in that if this really slows down so will marketing investment etc. and it would be a money printer and allow time to pivot. Either way I find it attractive at these levels"  
[X Link](https://x.com/RationalReturns/status/2006388984058957997)  2025-12-31T15:36Z [--] followers, [--] engagements


"$S SentinelOne finding some legs moving slowly up from the abyss. Street finally starting to realize that trading below $20 is just crazy cheap"  
[X Link](https://x.com/allways_invest/status/1904628524860006861)  2025-03-25T20:16Z [--] followers, [---] engagements


"$S SentinelOne. Undervalued before the turmoil even more now. How do you think cybersecurity will do in a world with increased tension no-brainer. Bullish"  
[X Link](https://x.com/allways_invest/status/1917506827631177880)  2025-04-30T09:10Z [--] followers, [---] engagements


"$S SentinelOne my thesis remain strong and supported by Q2 earnings. AI native platform will outperform anything out there. Still trading at ridiculous levels. Get behind this before it is too late. $S SentinelOne. Undervalued before the turmoil even more now. How do you think cybersecurity will do in a world with increased tension no-brainer. Bullish $S SentinelOne. Undervalued before the turmoil even more now. How do you think cybersecurity will do in a world with increased tension no-brainer. Bullish"  
[X Link](https://x.com/allways_invest/status/1961389173866156353)  2025-08-29T11:23Z [--] followers, [---] engagements


"@EventuallyWLTHY @alc2022 @AndrewDudum well I plan on holding as long as the thesis is intact (5-10-15 years.if they keep executing). For me this drop is a gift. I didn't think I would see these levels again. I have been buying the last [--] days and likely today again if the bleeding continues"  
[X Link](https://x.com/allways_invest/status/1989330417300766989)  2025-11-14T13:51Z [--] followers, [--] engagements


"@himshouse Took you long enough 🤣.and probably one of the shortest retirement periods ever. Welcome back"  
[X Link](https://x.com/allways_invest/status/1991506416880812493)  2025-11-20T13:58Z [--] followers, [---] engagements


"$HIMS if you have conviction in the long term . use heavy capex cycles to add to your position. Cheap shares when WS downgrade short term earnings. Now is such time for $HIMS"  
[X Link](https://x.com/allways_invest/status/1998035319581786179)  2025-12-08T14:21Z [--] followers, [---] engagements


"@EventuallyWLTHY not that difficult and important if you want to grind long term returns. The ones you hold for 5+ years you know really well - that's your edge. In a raging bull market you can make more jumping to the next shiny thing - but once things slow down"  
[X Link](https://x.com/allways_invest/status/1998139652214054950)  2025-12-08T21:16Z [--] followers, [--] engagements


"I love disrupters of legacy businesses. I am deep in $HIMS and love. $ROOT $LMND $OPEN $FUBO $BETR $DUOL anyone missing"  
[X Link](https://x.com/RationalReturns/status/1998305048200376797)  2025-12-09T08:13Z [--] followers, [---] engagements


"@EventuallyWLTHY I am long $FUBO and tend to agree. Fair value out of the gate should be $8-9 a share. What we don't know and is the major risk - is how much cost will $DIS load on the unit. It is my biggest concern. Risk of going from a lean machine with scale to a bloated corporate structure"  
[X Link](https://x.com/RationalReturns/status/1998331118236422374)  2025-12-09T09:57Z [--] followers, [---] engagements


"$FUBO is criminally under valued.the end"  
[X Link](https://x.com/RationalReturns/status/1998453054400504049)  2025-12-09T18:01Z [--] followers, [----] engagements


"solid close for $HIMS at anemic volume.in general volume has been poor recently. Leaving shorts in control"  
[X Link](https://x.com/allways_invest/status/1998509478162112514)  2025-12-09T21:46Z [--] followers, [---] engagements


"What's my next restructuring case"  
[X Link](https://x.com/allways_invest/status/1998696865185820745)  2025-12-10T10:10Z [--] followers, [--] engagements


"$TEVA I am sure everyone finds it boring but 3x over the course of [--] years is nothing to sneeze at"  
[X Link](https://x.com/RationalReturns/status/1998702682618401098)  2025-12-10T10:33Z [--] followers, [--] engagements


"$FUBO hoping NewCo estimates will show: [--]. Subscribers and revenue in line with estimates [--]. Lean cost base in line with "old" Fubo design [--]. A significant marketing budget to fuel growth [--]. Instant profitability [--]. Lofty and aggressive outlook for the year [--]. A high growth vision for the coming [--] years"  
[X Link](https://x.com/RationalReturns/status/1998763382749741514)  2025-12-10T14:35Z [--] followers, [----] engagements


"$PTON one of the lockdown names.totally beaten down. Up 100%. I believe there is plenty of upside not the least due to a significant positive cash flow. The concern is the slow drip of subscription revenue and hence negative growth in the short term. Should I take my win now or stay on for the ride"  
[X Link](https://x.com/RationalReturns/status/1998779489036144940)  2025-12-10T15:39Z [--] followers, [---] engagements


"$ROOT or @LMND"  
[X Link](https://x.com/allways_invest/status/1998787290035007642)  2025-12-10T16:10Z [--] followers, [---] engagements


"@JRGStocks Indeed.but hoping that they throw a few bread crumbs. The big swing is likely later as you say. I am not convinced on [--]. If they load NewCo with corporate overheads they may not be. With 70% $DIS ownership they can find a way if they want to"  
[X Link](https://x.com/allways_invest/status/1998809533372838345)  2025-12-10T17:38Z [--] followers, [--] engagements


"@APompliano I'll take it. Go $OPEN and $BETR"  
[X Link](https://x.com/allways_invest/status/1998833061879009529)  2025-12-10T19:11Z [--] followers, [---] engagements


"@danielisdizzy $ROOT is more concentrated. Better balance sheet. But growth outlook is lower.for now"  
[X Link](https://x.com/allways_invest/status/1998833893957669348)  2025-12-10T19:15Z [--] followers, [---] engagements


"@danielisdizzy Agree.if they can execute $LMND is the better bet but also at much higher valuation. $ROOT may yield same returns at less risk. Time will tell"  
[X Link](https://x.com/RationalReturns/status/1998837594054959458)  2025-12-10T19:29Z [--] followers, [---] engagements


"@HolySmokas $ADBE.and with the massive Share Buy Backs and the muted valuation it returns money on steriods. Cash flow per share exploding. Bullish"  
[X Link](https://x.com/allways_invest/status/1999075646623146220)  2025-12-11T11:15Z [--] followers, [---] engagements


"$S SentinelOne. Massively undervalued. Positive cash flow strong balance sheet buy backs. International expansion. It has been stuck in the mud mainly due to tepid growth .and I was too early damn The long term thesis is solid I stand by it and it will yield great returns"  
[X Link](https://x.com/RationalReturns/status/1999125629862637931)  2025-12-11T14:34Z [--] followers, [---] engagements


"$FUBO Youtube is launching skinny bundles after fallout with ESPN. My view has always been that Fubo's focus on live sports was a great position (practically the only reason to watch flow TV) - but now that position is increasingly being challenged. Are you worried or is it short term noise https://www.businessinsider.com/youtube-tv-skinny-sports-bundles-google-disney-espn-carriage-dispute-2025-12 https://www.businessinsider.com/youtube-tv-skinny-sports-bundles-google-disney-espn-carriage-dispute-2025-12"  
[X Link](https://x.com/allways_invest/status/1999136843296841751)  2025-12-11T15:19Z [--] followers, [---] engagements


"$TEVA I am almost up too much. Should I take the gain"  
[X Link](https://x.com/RationalReturns/status/1999264125856415966)  2025-12-11T23:44Z [--] followers, [--] engagements


"$FUBO stay convinced.the price action is ridiculous and has been for a long period"  
[X Link](https://x.com/allways_invest/status/1999502923592503489)  2025-12-12T15:33Z [--] followers, [---] engagements


"$DUOL I like the stock. especially at these price levels. AI will not disrupt to the contrary AI will only be a catalyst to $DUOL"  
[X Link](https://x.com/allways_invest/status/1999515356784644427)  2025-12-12T16:23Z [--] followers, [---] engagements


"$FUBO I feel the need to repeat.comon $FUBO is criminally under valued.the end $FUBO is criminally under valued.the end"  
[X Link](https://x.com/allways_invest/status/1999792094110724112)  2025-12-13T10:42Z [--] followers, [---] engagements


"@NoPainInvesting ohh and I am in $FUBO - criminally undervalued I think I have made that quite clear a few places 🤣"  
[X Link](https://x.com/RationalReturns/status/2000534982129746054)  2025-12-15T11:54Z [--] followers, [---] engagements


"@YodaStockInvest Alongside $LMND I am rooting for $ROOT. Both disrupt legacy business models and I love that"  
[X Link](https://x.com/RationalReturns/status/2000595339771031835)  2025-12-15T15:54Z [--] followers, [---] engagements


"$S SentinelOne. Just added. At these levels it might just be bought. If so there is a likely fast premium. If not this baby will compound for many years. Either way a no-regret-move. Not as sexy as some of the other names but better tech and a good grind by Management"  
[X Link](https://x.com/RationalReturns/status/2000637787662635253)  2025-12-15T18:43Z [--] followers, [---] engagements


"@YodaStockInvest a bear market is a buying opportunity.FinX will thrive (for the right audience)"  
[X Link](https://x.com/allways_invest/status/2000820188955238825)  2025-12-16T06:48Z [--] followers, [--] engagements


"@danielisdizzy I agree.although many seems to lean towards $LMND"  
[X Link](https://x.com/RationalReturns/status/2000941574759571506)  2025-12-16T14:50Z [--] followers, [---] engagements


"one could also argue that $LMND has a broader reach with more verticals and an international play. I however love the balance in $ROOT. Still a clear disruptor. Market is big enough (and still possible to add verticals in the future) and a much better balance sheet at a much lower valuation"  
[X Link](https://x.com/RationalReturns/status/2000946334640009510)  2025-12-16T15:09Z [--] followers, [---] engagements


"@himshouse It has lost love. Volume has been anemic playing into the hands of shorts. We need some catalysts to bring back interest. A solid Q4 beat and rebuttal of "the GLP1 company" narrative would be nice"  
[X Link](https://x.com/RationalReturns/status/2000986522988777892)  2025-12-16T17:48Z [--] followers, [----] engagements


"$CHWY a totally forgotten compounder. The company has reached scale and will print money in the coming decades. Extremely capital efficient business model. ROIC at +20% and increasing. Boring - I know but will yield great returns"  
[X Link](https://x.com/RationalReturns/status/2001271938627379438)  2025-12-17T12:43Z [--] followers, [---] engagements


"$IREN I have been on the sideline but I like it at these levels. What's your take"  
[X Link](https://x.com/RationalReturns/status/2001638130861134057)  2025-12-18T12:58Z [--] followers, [--] engagements


"$PTON yes that Peloton the Covid lockdown name. Completely left for dead. What most don't realize is that over the last [--] years there has been a complete turn-around of the underlying business. During Covid the valuation was extreme and the company was hemorrhaging cash. Now to the contrary cash flow is positive and small signs of re-growth are showing. It is a steal https://twitter.com/i/web/status/2001672300509245743 https://twitter.com/i/web/status/2001672300509245743"  
[X Link](https://x.com/RationalReturns/status/2001672300509245743)  2025-12-18T15:14Z [--] followers, [----] engagements


"@danielisdizzy Bought $IREN instead of $NBIS but give/take the same play. Go go go"  
[X Link](https://x.com/RationalReturns/status/2002097563206639729)  2025-12-19T19:23Z [--] followers, [---] engagements


"@bryanrhoades There is a lot that is not priced in. Only the downside. The setup is extremely asymmetrical"  
[X Link](https://x.com/RationalReturns/status/2002297323519398172)  2025-12-20T08:37Z [--] followers, [---] engagements


"@alc2022 Up to my neck in $HIMS after this last month of buying the dip. Will be my top performer. No doubt"  
[X Link](https://x.com/RationalReturns/status/2003795455243866231)  2025-12-24T11:50Z [--] followers, [----] engagements


"@alc2022 It has been a great period for accumulation. It may continue into Q2 2026.still fuel for the bears in the comparative numbers. Few looks further out"  
[X Link](https://x.com/RationalReturns/status/2004507529053970722)  2025-12-26T11:00Z [--] followers, [----] engagements


"@schaeffers @DivesTech All great takes. I still find $CRWD overvalued. I like $S SentinelOne a lot more at current valuation"  
[X Link](https://x.com/RationalReturns/status/2004623978225397986)  2025-12-26T18:42Z [--] followers, [---] engagements


"@danielisdizzy My biggest position now bought heavily this last month. It may continue to be choppy until end Q2 [----] due to the GLP1 heavy comparables. The platform will emerge for a bigger audience after this. Then it will rerate violently"  
[X Link](https://x.com/RationalReturns/status/2004667886384939342)  2025-12-26T21:37Z [--] followers, [---] engagements


"@himshouse Big and important for my thesis. Go $HIMS"  
[X Link](https://x.com/RationalReturns/status/2004670898134204626)  2025-12-26T21:49Z [--] followers, [----] engagements


"@EventuallyWLTHY @moninvestor I am with you Go $HIMS"  
[X Link](https://x.com/RationalReturns/status/2004972876261457970)  2025-12-27T17:49Z [--] followers, [--] engagements


"@danielisdizzy It is so obviouslong before the GLP1 show"  
[X Link](https://x.com/RationalReturns/status/2004980549157597441)  2025-12-27T18:19Z [--] followers, [---] engagements


"@YodaStockInvest not the least. I don't care if the growth is muted in the short term due to GLP1. People that are locked on that narrative will miss the boat"  
[X Link](https://x.com/RationalReturns/status/2005341558153867623)  2025-12-28T18:14Z [--] followers, [---] engagements


"@alc2022 betting (heavily) on $HIMS as one of the winners"  
[X Link](https://x.com/RationalReturns/status/2005742048595562734)  2025-12-29T20:45Z [--] followers, [---] engagements


"@moninvestor heavy on $HIMS - less on $IREN but still there. Not on $ONDS (yet)"  
[X Link](https://x.com/RationalReturns/status/2006086632894562516)  2025-12-30T19:34Z [--] followers, [----] engagements


"@ScalerSohom that's how I invest. Love to hear your thoughts on this and others"  
[X Link](https://x.com/RationalReturns/status/2006116272182853655)  2025-12-30T21:32Z [--] followers, [--] engagements


"@vishal_better Love it. Go $BETR let's see this beast scale in 2026"  
[X Link](https://x.com/RationalReturns/status/2006318038618939408)  2025-12-31T10:54Z [--] followers, [---] engagements


"@bjmtweets but it is %.the larger the base the harder it gets to grow at historical rates. 30-40% is still massive growth"  
[X Link](https://x.com/RationalReturns/status/2006348917001306470)  2025-12-31T12:57Z [--] followers, [---] engagements


"@bjmtweets I agree that it is not without risk.but even if it just grows marginally already now the cash flow is strong enough for a higher share price. So essentially it is priced in that the business will contract. I for one believe it will accelerate"  
[X Link](https://x.com/RationalReturns/status/2006386025979912399)  2025-12-31T15:24Z [--] followers, [--] engagements


"@bjmtweets I agree - and it isn't if anything they have kept investing to support the bull case"  
[X Link](https://x.com/RationalReturns/status/2007719602390966285)  2026-01-04T07:43Z [--] followers, [--] engagements


"Few are having the mispriced in mind. Most invest on trends flows and hype. which is all well an good in a general bull market. The true winners emerge when things get difficult. that's when mispriced is the kicker. All my investments are mispriced - I refuse to invest in bloated names.and yes I know it might mute short term returns but I sleep like a baby https://twitter.com/i/web/status/2007881642023473438 https://twitter.com/i/web/status/2007881642023473438"  
[X Link](https://x.com/RationalReturns/status/2007881642023473438)  2026-01-04T18:27Z [--] followers, [--] engagements


"@topsecretstocks yes completely misunderstood. The hype was GLP1s which was a welcoming tailwind but not important for the thesis. Now the GLP1s is headwind as is the investment cycle. I have used this depressed period to average up. Holding heavy bag of $HIMS"  
[X Link](https://x.com/RationalReturns/status/2008454678212653447)  2026-01-06T08:24Z [--] followers, [--] engagements


"@himshouse To me this doesn't look like a desperate reduction in work force. It looks like that some of these positions are replaced by AI"  
[X Link](https://x.com/RationalReturns/status/2009668092260241623)  2026-01-09T16:46Z [--] followers, [---] engagements


"@RentYourStocks $HIMS is not an online store. The selling of product is marginal to the future value of the company. Short term noise"  
[X Link](https://x.com/RationalReturns/status/2009941894013579756)  2026-01-10T10:54Z [--] followers, [---] engagements


"@alc2022 Did the same the other day.avr $187"  
[X Link](https://x.com/RationalReturns/status/2010729471033344155)  2026-01-12T15:03Z [--] followers, [----] engagements


"That was well played indeed but I am bullish. I don't buy that general LLMs or other general applications will outcompete the specialist with tons and tons of proprietary data. $DUOL is well positioned to use that in depth knowledge and dataset to maximize learning even more in an AI driven world https://twitter.com/i/web/status/2010799595711033619 https://twitter.com/i/web/status/2010799595711033619"  
[X Link](https://x.com/RationalReturns/status/2010799595711033619)  2026-01-12T19:42Z [--] followers, [---] engagements


"@samsolid57 Still I like $HIMS over $NVO the next [--] years"  
[X Link](https://x.com/RationalReturns/status/2011156859626144016)  2026-01-13T19:22Z [--] followers, [---] engagements


"@zarieinvests I am with you and my setup is the same. I have rotated out of other names that irritating enough have continued to rise just to build further on my $HIMS position"  
[X Link](https://x.com/RationalReturns/status/2011771597959623076)  2026-01-15T12:05Z [--] followers, [---] engagements


"@CMDarnton0 @DrTomsLens It is unbelievable how misunderstood $DUOL is. On the positive side it is the best opportunity to add to the position. Doing it big time at the moment"  
[X Link](https://x.com/RationalReturns/status/2011912343848988893)  2026-01-15T21:24Z [--] followers, [---] engagements


"@SingularityRes very interesting. Remember that "out of the gate" velocity in January is likely muted due to the holidays. Does your model take this into account I mean when estimating the Q1 revenue"  
[X Link](https://x.com/RationalReturns/status/2011922103428059248)  2026-01-15T22:03Z [--] followers, [--] engagements


"@WealthyReadings Totally disagree. You make your analysis and if the thesis is unchallenged you buy hand over fist when the price of the asset goes down. The more it falls the more you gain. I am a strong believer in $DUOL so I have bought and bought"  
[X Link](https://x.com/RationalReturns/status/2012059168253849879)  2026-01-16T07:07Z [--] followers, [---] engagements


"@riskoff @ScalerSohom Certainly interesting. Will be fun to watch in the next period it could be a sign that good stuff is cooking behind the scenes"  
[X Link](https://x.com/RationalReturns/status/2012586340076974470)  2026-01-17T18:02Z [--] followers, [--] engagements


"@riskoff @ScalerSohom Jury is still out. These positions are still very much alive"  
[X Link](https://x.com/RationalReturns/status/2015472479838331156)  2026-01-25T17:10Z [--] followers, [--] engagements


"@nikoliasgoninus $HIMS has wisely exited the weight loss narrative some 6-8 months ago. It is a offering like anything else on the platform. But the vertical in itself is extremely crowded race to the bottom. Platform value is much higher"  
[X Link](https://x.com/RationalReturns/status/2017229846514970801)  2026-01-30T13:34Z [--] followers, [---] engagements


"@danielisdizzy I like them both and I am invested in both. I have the highest amount of capital behind $HIMS so that's my highest conviction"  
[X Link](https://x.com/RationalReturns/status/2017232490910417068)  2026-01-30T13:44Z [--] followers, [---] engagements


"@CarlosBubulzJr @alc2022 as red as it gets. I am (massive) long $HIMS $DUOL $OPEN $FUBO.hurts like hell. But my problem is more that I have all the buying options to spread liquidity against"  
[X Link](https://x.com/RationalReturns/status/2017276296179355793)  2026-01-30T16:38Z [--] followers, [---] engagements


"$HIMS takes on a whole sector US first then in an adjusted format - worldwide. $NVO provides and develops medicine be it a new insulin a weight loss product a Alzheimer's something. Very different companies they cannot be compared. There is upside in both. Limited but structural on $NVO at lower risk. Massive and life-changing on $HIMS but also at higher risk I am long $HIMS https://twitter.com/i/web/status/2017304600269750521 https://twitter.com/i/web/status/2017304600269750521"  
[X Link](https://x.com/RationalReturns/status/2017304600269750521)  2026-01-30T18:31Z [--] followers, [---] engagements


"@DrTomsLens $HIMS is next on that exact same journey at least that's my position"  
[X Link](https://x.com/RationalReturns/status/2017371527822332301)  2026-01-30T22:57Z [--] followers, [---] engagements


"@TheTechInvest I own $IREN and $HIMS - I have added in $HIMS at these levels. There is your answer"  
[X Link](https://x.com/RationalReturns/status/2017533994242297932)  2026-01-31T09:42Z [--] followers, [----] engagements


"@DrTomsLens So bullish. One should think it was better to fire everyone and collect subscriptions as long as possible 🤣. We will see but I expect to be wealthy I'm time.as my $DUOL position matures"  
[X Link](https://x.com/RationalReturns/status/2018000929211982172)  2026-02-01T16:38Z [--] followers, [---] engagements


"back to the basement. It is starting to get embarrassing that they still cannot provide the tiniest visibility into the future. It all stinks of corporate bs which was my fear all along that corporate overheads and slow execution would kill any momentum. Still invested with less and less pride. https://twitter.com/i/web/status/2018674097434103883 https://twitter.com/i/web/status/2018674097434103883"  
[X Link](https://x.com/RationalReturns/status/2018674097434103883)  2026-02-03T13:13Z [--] followers, [---] engagements


"@YodaStockInvest @EventuallyWLTHY Well not with that balance sheet"  
[X Link](https://x.com/RationalReturns/status/2018718064519282710)  2026-02-03T16:07Z [--] followers, [--] engagements


"$HIMS why is the $NVO deal taking so long. Two possible reasons. [--]. It really ended bad the first time around and there is bad blood and no drive to close the deal. [--]. $HIMS knows the value of the platform and reach to the consumer and will not be bullied to accept thin margins. My bet is on [--]. There is more to gain in partnering than fighting"  
[X Link](https://x.com/anyuser/status/2004675682840789437)  2025-12-26T22:08Z [--] followers, [---] engagements


"$HIMS No volume today. Shorts having a field day. Well.the real markets open soon and we will start seeing the real thing. [----] will be huge. First real confirmation of the platform the international expansion the end of the GLP1 madness"  
[X Link](https://x.com/anyuser/status/2006108477878399467)  2025-12-30T21:01Z [--] followers, [---] engagements


"$OPEN Imagine the ability to select the best deals when you apply AI across a full nation of buying opportunities. $OPEN has rolled out the buying footprint nationwide. Now they don't have to rely on arbitrary spreads but can take and price the deals they can turn around quickly. . endless opportunity"  
[X Link](https://x.com/RationalReturns/status/2006308322467565634)  2025-12-31T10:15Z [--] followers, [---] engagements


"The following stocks disrupts legacy businesses or systems and may yield explosive returns if successful $HIMS $OPEN $DUOL $ROOT $BETR $FUBO The following stocks will compound nicely in many years to come. $CHWY $TOST $TEVA The following stocks (and instruments) play into mega trends and a shifting financial future and will yield great returns during the next 10+ years. $CRCL $COIN $S $BTC $ETH The following stocks are far in a longwinded turn-around proces and nearing break-out $PTON $CRSR $TDOC https://twitter.com/i/web/status/2008156032745312385"  
[X Link](https://x.com/anyuser/status/2008156032745312385)  2026-01-05T12:38Z [--] followers, [---] engagements


"$FUBO The dillution risk and balance sheet risk as a whole just evaporated. Only thing remaining is proper forward guidance. https://ir.fubo.tv/financials/sec-filings/sec-filings-details/default.aspxFilingId=19047492 https://ir.fubo.tv/financials/sec-filings/sec-filings-details/default.aspxFilingId=19047492"  
[X Link](https://x.com/anyuser/status/2009251156971659480)  2026-01-08T13:09Z [--] followers, [----] engagements


"thesis (re)confirmed.go $HIMS Healthcare in [----] will be defined by a simple truth: the individual is everything. Based on how weve seen our customers succeed and the rapid rate of innovation I think three things are likely to happen this year: Direct-to-consumer channels will become one of the most Healthcare in [----] will be defined by a simple truth: the individual is everything. Based on how weve seen our customers succeed and the rapid rate of innovation I think three things are likely to happen this year: Direct-to-consumer channels will become one of the most"  
[X Link](https://x.com/RationalReturns/status/2009367961669169474)  2026-01-08T20:53Z [--] followers, [---] engagements


"$OPEN Trump launches a 200b buy back of bonds which will lower rates. This should improve velocity on a depressed housing market. This is bullish for $OPEN $BETR and other that plays in the transaction layer of this market. A welcome tail wind.go 1/2 (source) https://www.cnbc.com/2026/01/08/trump-mortgage-bonds-rates-fannie-freddie.html https://www.cnbc.com/2026/01/08/trump-mortgage-bonds-rates-fannie-freddie.html"  
[X Link](https://x.com/anyuser/status/2009583008039178615)  2026-01-09T11:08Z [--] followers, [---] engagements


"2/2 The uncomfortable truth is however that this is more political signaling than any significant impact. The isolated impact is probably more to the tune of 0.1-0.2 on interest rates. FED overall fiscal policy will have a much stronger impact"  
[X Link](https://x.com/RationalReturns/status/2009583468116848878)  2026-01-09T11:10Z [--] followers, [---] engagements


"$S SentinelOne. I struggle to understand the continued low valuation. What is it folks price down Disruption AI I understand in certain software cases that AI is a disrupter - but in cybersecurity Anyway. I have been adding"  
[X Link](https://x.com/anyuser/status/2013991840551207088)  2026-01-21T15:07Z [--] followers, [---] engagements


"I feel like this is worth repeating. Many of the mention tickers have dipped recently which only makes them so much more interesting. The following stocks disrupts legacy businesses or systems and may yield explosive returns if successful $HIMS $OPEN $DUOL $ROOT $BETR $FUBO The following stocks will compound nicely in many years to come. $CHWY $TOST $TEVA The following stocks (and instruments) play into The following stocks disrupts legacy businesses or systems and may yield explosive returns if successful $HIMS $OPEN $DUOL $ROOT $BETR $FUBO The following stocks will compound nicely in many"  
[X Link](https://x.com/RationalReturns/status/2018030062528794954)  2026-02-01T18:33Z [--] followers, [---] engagements


"So AI will replace all incumbent software within weeks The tickers certainly trade to that effect. Overly simple narrative in my view"  
[X Link](https://x.com/RationalReturns/status/2018748868976926802)  2026-02-03T18:10Z [--] followers, [--] engagements

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