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# ![@RonenHayempour Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1513720297538523137.png) @RonenHayempour Ronen Hayempour

Ronen Hayempour posts on X about $pgy, $amkr, $nbis, $dlo the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1513720297538523137/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513720297538523137/c:line/m:interactions.svg)

- [--] Week [-----] -15%
- [--] Month [------] +93%

### Mentions: [--] [#](/creator/twitter::1513720297538523137/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513720297538523137/c:line/m:posts_active.svg)

- [--] Month [--] -63%

### Followers: [-------] [#](/creator/twitter::1513720297538523137/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513720297538523137/c:line/m:followers.svg)

- [--] Week [---] +1.20%
- [--] Month [---] +4.10%

### CreatorRank: [---------] [#](/creator/twitter::1513720297538523137/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513720297538523137/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [financial services](/list/financial-services)  [celebrities](/list/celebrities)  [currencies](/list/currencies) 

**Social topic influence**
[$pgy](/topic/$pgy) #33, [$amkr](/topic/$amkr) #19, [$nbis](/topic/$nbis), [$dlo](/topic/$dlo), [bullish](/topic/bullish), [stocks](/topic/stocks), [$iren](/topic/$iren), [ceo](/topic/ceo), [$nvda](/topic/$nvda), [$krknf](/topic/$krknf)

**Top accounts mentioned or mentioned by**
[@babyfolio](/creator/undefined) [@yodastockinvest](/creator/undefined) [@bobbyfinancex](/creator/undefined) [@gubloinvestor](/creator/undefined) [@trevhesinvests](/creator/undefined) [@mvcinvesting](/creator/undefined) [@thebeingintime](/creator/undefined) [@rjccapital](/creator/undefined) [@meeijer](/creator/undefined) [@investordenis](/creator/undefined) [@vcrvcrvcrvcr](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@networthnotes](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@billackman](/creator/undefined) [@rkgcapital](/creator/undefined) [@amaymd](/creator/undefined) [@alc2022](/creator/undefined)

**Top assets mentioned**
[Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [DLocal Limited (DLO)](/topic/$dlo) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [UiPath, Inc. (PATH)](/topic/$path) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [ZetaChain (ZETA)](/topic/$zeta) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Bitcoin (BTC)](/topic/$btc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [RAI Finance (SOFI)](/topic/$sofi) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Applied Materials, Inc. (AMAT)](/topic/$amat) [NuCypher (NU)](/topic/$nu) [Apple, Inc. (AAPL)](/topic/$aapl) [Goldman Sachs (GS)](/topic/goldman-sachs) [Ethereum (ETH)](/topic/$eth) [The Root Network (ROOT)](/topic/$root) [4 (FOUR)](/topic/$four) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPX6900 (SPX)](/topic/$spx) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Micron Technology, Inc. (MU)](/topic/$mu) [Morgan Stanley (MS)](/topic/morgan-stanley) [Advanced Micro Devices (AMD)](/topic/$amd) [Bowhead Specialty Holdings Inc (BOW)](/topic/$bow) [Omada Health, Inc (OMDA)](/topic/$omda)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$PGY Q3 Earnings Report: - Revenue of $350.17M vs. $342.4M est. - $23 million GAAP Net Income; up $90 million YoY - $107 million Adjusted EBITDA; up 91% YoY - $2.8 billion Network Volume; up 19% YoY Raises FY2025 revenue guidance to $1.3B$1.325B"  
[X Link](https://x.com/RonenHayempour/status/1987895383188709706)  2025-11-10T14:49Z [---] followers, [---] engagements


"$PGY "Collectively POS and Auto represented 32% of total volumes versus 9% in the year-ago quarter and 30% in the previous quarter.""  
[X Link](https://x.com/RonenHayempour/status/1987899469929804197)  2025-11-10T15:05Z [---] followers, [---] engagements


"$PGY Each lending partner's lifecycle into [--] unique phases ๐Ÿ‘‡"  
[X Link](https://x.com/RonenHayempour/status/1987900206701216150)  2025-11-10T15:08Z [---] followers, [---] engagements


"$PGY FRLPC (FEE REVENUE LESS PRODUCTION COSTS) grew 39% year-over-year in the third quarter to $139 million and continued to meaningfully outpace network volume growth"  
[X Link](https://x.com/RonenHayempour/status/1987900907741433884)  2025-11-10T15:11Z [---] followers, [---] engagements


"$PGY FY2025 Outlook: Network Volume expected $10.5 billion - $10.75 billion Total Revenue and Other Income expected $1.3 million - $1.325 million Adjusted EBITDA expected $372 million - $382 million GAAP Net Income expected $72 million - $82 million"  
[X Link](https://x.com/RonenHayempour/status/1987902070217986349)  2025-11-10T15:16Z [---] followers, [---] engagements


"$PGY "As we are getting closer to the end of a full year of profitability we continue to shift our focus from quarterly execution to longer term planning and while the quarterly results are important they should reinforce our progress toward our longer-term goals.""  
[X Link](https://x.com/RonenHayempour/status/1987906669528158243)  2025-11-10T15:34Z [---] followers, [---] engagements


"$RKLB Q3 Earnings Report: - Record Revenue of $155M - Revenue up 48% Year-on-Year - Record GAAP Gross Margin of 37% - Adjusted EBITDA Loss of $(26.3)M; a $4.6M improvement YoY Raises Q4 [----] Revenue Guidance to $170M$180M"  
[X Link](https://x.com/RonenHayempour/status/1988027901170917881)  2025-11-10T23:36Z [---] followers, [---] engagements


"$RKLB Q3 Highlights ๐Ÿ‘‡"  
[X Link](https://x.com/RonenHayempour/status/1988028309222105308)  2025-11-10T23:37Z [---] followers, [--] engagements


"$RKLB Q4 Expectations ๐Ÿ‘‡"  
[X Link](https://x.com/RonenHayempour/status/1988028859623895076)  2025-11-10T23:39Z [---] followers, [---] engagements


"$HROW Q3 Earnings Report: - Revenue of $71.6M vs. $73.7M est. (Miss) - EPS of $0.33 vs. $0.24 est. (Beat) - GAAP Net Income of $1.0M - Adjusted EBITDA of $22.7M - $74.3M in Cash and Cash Equivalents FY2025 Revenue Guidance of $270M - $280M"  
[X Link](https://x.com/RonenHayempour/status/1988031270706966941)  2025-11-10T23:49Z [---] followers, [---] engagements


"$CRWV down 6.64% in overnight trading ๐Ÿ‘‡"  
[X Link](https://x.com/RonenHayempour/status/1988068644136632518)  2025-11-11T02:17Z [---] followers, [---] engagements


"$NBIS Q3 Earnings Report: - Revenue of $146.1M vs. $155.7M est. (Miss) - Adjusted EBITDA of $(5.2M) vs. $(5.8M) est. (Beat) Expected ARR of $7B - $9B by End of 2026"  
[X Link](https://x.com/RonenHayempour/status/1988269003756929342)  2025-11-11T15:34Z [---] followers, [---] engagements


"Reports on unemployment and the consumer price index for October are unlikely to be released due to the government shutdown. - per Bloomberg"  
[X Link](https://x.com/RonenHayempour/status/1988683360122884346)  2025-11-12T19:00Z [---] followers, [--] engagements


"$DLO Q3 [----] Earnings Report: - Revenue of $282.5M up 52% YoY - Gross Profit of $103.2M up 4% from Q2 [----] - Operating Profit of $55.6M flat from Q2 [----] - Adjusted EBITDA of $71.7M up 2% from Q2 [----] Earnings Conference Call at 5:00pm ET"  
[X Link](https://x.com/RonenHayempour/status/1988717836400054770)  2025-11-12T21:17Z [---] followers, [---] engagements


"Great $DLO Q3 Takeaways ๐Ÿ‘‡"  
[X Link](https://x.com/RonenHayempour/status/1988718796060926013)  2025-11-12T21:21Z [---] followers, [----] engagements


"$DLO Colombia and Saudi Arabia are coming soon ๐Ÿ”ฅ"  
[X Link](https://x.com/RonenHayempour/status/1988721621709017184)  2025-11-12T21:32Z [---] followers, [----] engagements


"$DLO [----] Guidance ๐Ÿ‘‡"  
[X Link](https://x.com/RonenHayempour/status/1988723749215170748)  2025-11-12T21:41Z [---] followers, [----] engagements


"$DLO is down 15% after-hours an overreaction in my opinion. What do you think"  
[X Link](https://x.com/RonenHayempour/status/1988762557918953704)  2025-11-13T00:15Z [---] followers, [---] engagements


"UPCOMING EARNINGS ๐Ÿ‘‡ 11/13 Before Open: $DIS 11/13 After Close: $AMAT $NU 11/14 Before Open: $TWST What are you looking forward to"  
[X Link](https://x.com/RonenHayempour/status/1988824534569337315)  2025-11-13T04:21Z [---] followers, [---] engagements


"Is anyone bearish on $NBIS $PGY or $DLO I would love to know why ๐Ÿ™"  
[X Link](https://x.com/RonenHayempour/status/1989008761990836564)  2025-11-13T16:33Z [---] followers, [---] engagements


"$NU Q3 Earnings Report: - Revenue of $4.17B vs. $4.04B est. (Beat) - EPS of $0.16 vs. $0.15 est. (Beat) Continued strong trajectory of growth and expanded their customer base to 127M with over 4M net additions"  
[X Link](https://x.com/RonenHayempour/status/1989125125938278620)  2025-11-14T00:16Z [---] followers, [---] engagements


"$NU Q3 Operating Highlights ๐Ÿ‘‡ Added 4.3M new customers (16% YoY growth) reaching 127M customers globally. Key metrics: - Monthly ARPAC: $13.4 (+20% YoY FXN) - Activity Rate: 83% - Cost to Serve: $0.90 per customer"  
[X Link](https://x.com/RonenHayempour/status/1989125997783076871)  2025-11-14T00:19Z [---] followers, [---] engagements


"$AMAT Q4 Earnings Report: - Revenue of $6.8B vs. $6.67B est. (Beat) - EPS of $2.17 vs. $2.10 est. (Beat) Preparing operations and service organizations to be ready to support higher demand beginning in the second half of calendar 2026"  
[X Link](https://x.com/RonenHayempour/status/1989127605610860548)  2025-11-14T00:25Z [---] followers, [--] engagements


"$AMAT Q4 Earnings Highlights ๐Ÿ‘‡ - Record annual revenue $28.37B up 4% YoY - Record annual GAAP EPS $8.66 & record non-GAAP EPS $9.42 up 1% and 9% YoY - Quarterly revenue $6.80B down 3% YoY - Quarterly GAAP EPS $2.38 & non-GAAP EPS $2.17 up 14% and down 6% YoY"  
[X Link](https://x.com/RonenHayempour/status/1989128322727702991)  2025-11-14T00:28Z [---] followers, [--] engagements


"$TWST Q4 Earnings Report: - Revenue of $99M vs. $97.21M est. (Beat) ๐ŸŸข - EPS of $(0.45) vs. $(0.41) est. (Miss) ๐Ÿ”ด Projects FY2026 revenue of $425M - $435M representing 13%-15.5% growth"  
[X Link](https://x.com/RonenHayempour/status/1989352852888973545)  2025-11-14T15:20Z [---] followers, [---] engagements


"$TWST Q4 Key Takeaways ๐Ÿ‘‡ - Revenue exceeded forecasts showing a 17% YoY increase - Anticipates reaching EBITDA breakeven by Q4 of FY2026 - New product launches & strategic partnerships are set to drive future growth - Gross margin improvement to 50.7% from 42.6%"  
[X Link](https://x.com/RonenHayempour/status/1989353628726129050)  2025-11-14T15:24Z [---] followers, [---] engagements


"$TWST Q4 Earnings Recent Highlights ๐Ÿ‘‡"  
[X Link](https://x.com/RonenHayempour/status/1989354229815976284)  2025-11-14T15:26Z [---] followers, [---] engagements


"The amount of people in the stock space spreading FUD having wild emotional swings and engagement baiting surprises me. ESPECIALLY in spaces around stocks like $NBIS $IREN and $CRWV Do your own due diligence and cut out the misinformation"  
[X Link](https://x.com/RonenHayempour/status/1989436832636178728)  2025-11-14T20:54Z [---] followers, [---] engagements


"Lots of beginner investors with very high confidence and the use of leverage also. Pretty insane to me $NBIS $IREN $CRWV The amount of people in the stock space spreading FUD having wild emotional swings and engagement baiting surprises me. ESPECIALLY in spaces around stocks like $NBIS $IREN and $CRWV Do your own due diligence and cut out the misinformation. The amount of people in the stock space spreading FUD having wild emotional swings and engagement baiting surprises me. ESPECIALLY in spaces around stocks like $NBIS $IREN and $CRWV Do your own due diligence and cut out the misinformation"  
[X Link](https://x.com/RonenHayempour/status/1989437207783043211)  2025-11-14T20:56Z [---] followers, [---] engagements


"Two Great People You Should Follow (for specific stocks): @mvcinvesting for $NBIS @daardos for $PGY"  
[X Link](https://x.com/RonenHayempour/status/1989851348909858829)  2025-11-16T00:21Z [---] followers, [---] engagements


"@babyfolio Just a reminder $NVDA earnings on Wednesday"  
[X Link](https://x.com/RonenHayempour/status/1990130277872808245)  2025-11-16T18:50Z [---] followers, [---] engagements


"$PGY is so cheap ๐Ÿ˜ฎ"  
[X Link](https://x.com/RonenHayempour/status/1990442702136357303)  2025-11-17T15:31Z [---] followers, [----] engagements


"Lots of talk around $PATH and $LMND Could someone give me a run down on why they are invested in either one"  
[X Link](https://x.com/RonenHayempour/status/1990482025992892890)  2025-11-17T18:07Z [---] followers, [---] engagements


"Everyone raves over hot stocks like $NBIS $OPEN $BMNR $IREN $PATH $LMND and many others. But I see very few mentioning great ETFs that should be the foundation of your portfolio. Here are my favorite 5: ๐Ÿงต"  
[X Link](https://x.com/RonenHayempour/status/1990628370493944060)  2025-11-18T03:49Z [---] followers, [---] engagements


"1. $VOO (Vanguard S&P [---] ETF) - Tracks the S&P [---] Index - The [---] biggest American companies - 5Y return of 87.46% - Dividend yield of 1.15%"  
[X Link](https://x.com/RonenHayempour/status/1990628372842774923)  2025-11-18T03:49Z [---] followers, [---] engagements


"2. $VTI (Vanguard Total Stock Market ETF) - The whole kitchen sink - Holds [----] companies - 5Y return of 78.15% - Dividend yield of 1.14%"  
[X Link](https://x.com/RonenHayempour/status/1990628375011209516)  2025-11-18T03:49Z [---] followers, [---] engagements


"3. $QQQ (Invesco QQQ Trust) - Heavy focus on Big Tech and innovation - Tracks the Nasdaq-100 Index - 5Y return of 107.89% - Dividend yield of 0.47%"  
[X Link](https://x.com/RonenHayempour/status/1990628377062240350)  2025-11-18T03:49Z [---] followers, [---] engagements


"4. $VYM (Vanguard High Dividend Yield ETF) - Focuses on stocks with a history of paying above average dividends - Great for generating portfolio income - 5Y return of 58.84% - Dividend yield of 2.49%"  
[X Link](https://x.com/RonenHayempour/status/1990628379151016206)  2025-11-18T03:49Z [---] followers, [---] engagements


"5. $VUG (Vanguard Growth ETF) - Pure U.S. large-cap growth - A perfect complement to the other Vanguard ETFs - 5Y return of 101.93% - Dividend yield of 0.43%"  
[X Link](https://x.com/RonenHayempour/status/1990628381202030799)  2025-11-18T03:49Z [---] followers, [---] engagements


"Honorable Mentions: - $VIG ( $VYM and $VIG are similar I love both of them) - $SCHD - $ARKK"  
[X Link](https://x.com/RonenHayempour/status/1990628382837780680)  2025-11-18T03:49Z [---] followers, [---] engagements


"๐Ÿšจ $BTC UNDER $90k AND $ETH UNDER $3k ARE YOU BUYING"  
[X Link](https://x.com/RonenHayempour/status/1990640979360297344)  2025-11-18T04:39Z [---] followers, [--] engagements


"$NVDA EARNINGS TOMORROW AFTER CLOSE GET READY"  
[X Link](https://x.com/RonenHayempour/status/1991002535113716043)  2025-11-19T04:36Z [---] followers, [---] engagements


"What do you think about $NVDA earnings ๐Ÿ‘‡ Beat Miss Beat Miss"  
[X Link](https://x.com/RonenHayempour/status/1991007107680960553)  2025-11-19T04:54Z [---] followers, [---] engagements


"@Kajiastic Nothing is guaranteed it isnt free money"  
[X Link](https://x.com/RonenHayempour/status/1991196845834661914)  2025-11-19T17:28Z [---] followers, [--] engagements


"$NVDA Q3 FY26 EARNINGS WEBCAST AT 2:00PM PST"  
[X Link](https://x.com/RonenHayempour/status/1991251852055179660)  2025-11-19T21:06Z [---] followers, [----] engagements


"$NVDA Q3 EARNINGS - REVENUE OF $57.01B VS. $54.92B EST. (BEAT) - EPS OF $1.30 ADJUSTED VS. $1.25 EST. (BEAT) UP 4.5% CURRENTLY ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/1991265919859868101)  2025-11-19T22:02Z [---] followers, [---] engagements


"$NBIS IS CURRENTLY UP 7.5% POST $NVDA EARNINGS ๐Ÿ™Œ"  
[X Link](https://x.com/RonenHayempour/status/1991266720170885389)  2025-11-19T22:05Z [---] followers, [---] engagements


"$NVDA Record revenue of $57.0 billion up 22% from Q2 and up 62% from a year ago Record Data Center revenue of $51.2 billion up 25% from Q2 and up 66% from a year ago"  
[X Link](https://x.com/RonenHayempour/status/1991267348204925384)  2025-11-19T22:08Z [---] followers, [---] engagements


"$NVDA FY2026 OUTLOOK - Revenue expected to be $65.0B plus or minus 2%. - GAAP & non-GAAP gross margins expected to be 74.8% and 75.0% respectively plus or minus [--] basis points. - GAAP & non-GAAP operating expenses expected to be approximately $6.7B and $5.0B respectively"  
[X Link](https://x.com/RonenHayempour/status/1991267889362473373)  2025-11-19T22:10Z [---] followers, [---] engagements


"- GAAP & non-GAAP other income expense expected to be an income of approximately $500 million excluding gains and losses from non-marketable and publicly-held equity securities. - GAAP & non-GAAP tax rates expected to be 17.0% plus or minus 1% excluding any discrete items"  
[X Link](https://x.com/RonenHayempour/status/1991268059705979324)  2025-11-19T22:11Z [---] followers, [--] engagements


"@SCHDETF $VYM and $VIG are safe bets"  
[X Link](https://x.com/RonenHayempour/status/1991598034040549443)  2025-11-20T20:02Z [---] followers, [--] engagements


"Today there was a bearish call option sweep for $NBIS expiring on January [--] [----]. [---] contracts at $140 strike. What's your take on this ๐Ÿ‘€"  
[X Link](https://x.com/RonenHayempour/status/1992123550208311499)  2025-11-22T06:50Z [---] followers, [---] engagements


"@babyfolio Ouch. Thats why I love diversity and risk management. Dont put all your eggs in one basket. On the other hand high risk high reward"  
[X Link](https://x.com/RonenHayempour/status/1992318941621068070)  2025-11-22T19:47Z [---] followers, [--] engagements


"$NBIS Tableaux LLC acquired a new stake of [-----] shares during Q2. Valued at approximately $4.43 million making $NBIS about 0.3% of their portfolio and its 28th largest position"  
[X Link](https://x.com/RonenHayempour/status/1992356107185258982)  2025-11-22T22:14Z [---] followers, [---] engagements


"$NBIS Rockefeller Capital Management L.P. reduced its stake by 58.2% during the 2nd quarter"  
[X Link](https://x.com/RonenHayempour/status/1992371363919917177)  2025-11-22T23:15Z [---] followers, [---] engagements


"If you simply invested in only $SPY or $VOO and did absolutely nothing else You would do better than most people. Just a thought ๐Ÿ˜"  
[X Link](https://x.com/RonenHayempour/status/1992518459939606672)  2025-11-23T08:59Z [---] followers, [---] engagements


"THE ADDITION OF $NBIS TO THE MSCI GLOBAL STANDARD INDEXES WILL TAKE PLACE AS OF THE CLOSE ON MONDAY 11/24/2025"  
[X Link](https://x.com/RonenHayempour/status/1992736519795454131)  2025-11-23T23:26Z [---] followers, 14.1K engagements


"The stock market is closed on Thanksgiving 11/27/2025 and closes early at 1:00 p.m. ET the next day 11/28/2025"  
[X Link](https://x.com/RonenHayempour/status/1992858808230785340)  2025-11-24T07:32Z [---] followers, [--] engagements


"$BTC climbing back to $90k and $ETH to $3k ๐Ÿ‘€ Bull trap or bottom"  
[X Link](https://x.com/RonenHayempour/status/1993095810196947310)  2025-11-24T23:14Z [---] followers, [---] engagements


"$NBIS ON DECEMBER [--] AT 10:55 AM ET MARK BORODITSKY (CRO) AND NEIL DOSHI (VP OF INVESTOR RELATIONS) WILL TAKE PART IN A FIRESIDE CHAT AT THE UBS GLOBAL TECHNOLOGY AND AI CONFERENCE"  
[X Link](https://x.com/RonenHayempour/status/1993164460794786146)  2025-11-25T03:46Z [---] followers, [---] engagements


"@babyfolio Hopefully it will pay off I personally think it will. $NBIS is a great company"  
[X Link](https://x.com/RonenHayempour/status/1993212146294136832)  2025-11-25T06:56Z [---] followers, [---] engagements


"@babyfolio Any opinion on $LMND I might look into it soon"  
[X Link](https://x.com/RonenHayempour/status/1993212769022493147)  2025-11-25T06:58Z [---] followers, [---] engagements


"@babyfolio Ive seen people compare it to $ROOT Going to look into both see which is better ๐Ÿ˜„"  
[X Link](https://x.com/RonenHayempour/status/1993215070973919526)  2025-11-25T07:07Z [---] followers, [---] engagements


"VESTOR CAPITAL LLC TRIMMED ITS STAKE IN $NBIS BY 99.5% IN Q2. THEY NOW OWN [---] SHARES AFTER SELLING [------] SHARES"  
[X Link](https://x.com/RonenHayempour/status/1993378867449659478)  2025-11-25T17:58Z [---] followers, [--] engagements


"$DELL Q3 Earnings Report: - Revenue of $27.01B vs. $27.13B est. (Miss) - Adjusted EPS of $2.57 vs. $2.47 est. (Beat) Expects a big Q4 driven by $9.4B in AI sales"  
[X Link](https://x.com/RonenHayempour/status/1993431430266077689)  2025-11-25T21:27Z [---] followers, [---] engagements


"ON DECEMBER 3-4 $PGY WILL PARTICIPATE IN THE UBS TECHNOLOGY CONFERENCE"  
[X Link](https://x.com/RonenHayempour/status/1993750466250113210)  2025-11-26T18:35Z [---] followers, [---] engagements


"ON DECEMBER [--] $PGY WILL PARTICIPATE IN THE JEFFERIES SPECIALTY FINANCE CROSSOVER CONFERENCE"  
[X Link](https://x.com/RonenHayempour/status/1993750711008625136)  2025-11-26T18:36Z [---] followers, [---] engagements


"$PGY UP 3% CURRENTLY ๐ŸŸข Such an underrated and undervalued stock needs way more attention imo ๐Ÿ’Ž"  
[X Link](https://x.com/RonenHayempour/status/1994295906615558347)  2025-11-28T06:42Z [---] followers, [---] engagements


"@daniel_koss @genZinvest0r How is this a bearish signal Genuinely curious ๐Ÿ˜…๐Ÿง"  
[X Link](https://x.com/RonenHayempour/status/1994343796050415799)  2025-11-28T09:53Z [---] followers, [---] engagements


"$NBIS price targets from TradingView and TipRanks respectively ๐Ÿ‘‡ - TradingView Average PT: $159 - TipRanks Average PT: $164 DO YOU AGREE"  
[X Link](https://x.com/RonenHayempour/status/1994626366529306970)  2025-11-29T04:35Z [---] followers, [---] engagements


"@babyfolio In one sentence its a Tier-1 OSAT that is connected with Apple and Nvidia. Not as flashy as $NBIS or $IREN but I see potential for decent return 2028"  
[X Link](https://x.com/RonenHayempour/status/1994828796420395509)  2025-11-29T18:00Z [---] followers, [---] engagements


"@babyfolio Im also looking at $LMND. My list rn is: $LMND $PATH $FOUR $KRKNF All of these have hype on X I want to see why ๐Ÿ˜„"  
[X Link](https://x.com/RonenHayempour/status/1994833723091767780)  2025-11-29T18:19Z [---] followers, [---] engagements


"@babyfolio What do you like about $KRKNF do you have a thesis I can read"  
[X Link](https://x.com/RonenHayempour/status/1994846841742176658)  2025-11-29T19:12Z [---] followers, [---] engagements


"WHICH ONE OF THESE STOCKS IS YOUR FAVORITE AND WHY ๐Ÿ‘‡ - $NBIS - $IREN - $CIFR - $LMND - $PGY - $DLO - $PATH - $FOUR - $KRKNF LET ME KNOW ๐Ÿ”ฅ"  
[X Link](https://x.com/RonenHayempour/status/1994910141465203017)  2025-11-29T23:23Z [---] followers, [---] engagements


"@RJCcapital @DeepValueBagger @aleabitoreddit @BillAckman @RKGcapital @A_May_MD @alc2022 Would add: @mvcinvesting @babyfolio @meeijer @AlvaroMysterio"  
[X Link](https://x.com/RonenHayempour/status/1994946097874346371)  2025-11-30T01:46Z [---] followers, [---] engagements


"@babyfolio @RJCcapital @DeepValueBagger @aleabitoreddit @BillAckman @RKGcapital @A_May_MD @alc2022 @mvcinvesting @meeijer @AlvaroMysterio Keep it up ๐Ÿ”ฅ"  
[X Link](https://x.com/RonenHayempour/status/1995003794225283171)  2025-11-30T05:35Z [---] followers, [--] engagements


"@babyfolio Do people actually say this ๐Ÿ˜Ÿ"  
[X Link](https://x.com/RonenHayempour/status/1995003879814304052)  2025-11-30T05:36Z [---] followers, [---] engagements


"@babyfolio Sorta like how people think $NBIS $IREN and $CIFR are the same business"  
[X Link](https://x.com/RonenHayempour/status/1995008666685378664)  2025-11-30T05:55Z [---] followers, [---] engagements


"@keeevTESLA @babyfolio You still have to track how they are doing see if your thesis is still intact if the fundamentals or macro has changed. Could also buy puts for insurance against that"  
[X Link](https://x.com/RonenHayempour/status/1995189137427873882)  2025-11-30T17:52Z [---] followers, [--] engagements


"@NetWorthNotes $VOO and chill That will beat mostly everyone ๐ŸŽ‰"  
[X Link](https://x.com/RonenHayempour/status/1995190062242537598)  2025-11-30T17:55Z [---] followers, [--] engagements


"@RJCcapital 30% ytd is great why the hate"  
[X Link](https://x.com/RonenHayempour/status/1995194814321807365)  2025-11-30T18:14Z [---] followers, [----] engagements


"$DLO down 2% currently ๐Ÿ”ด Might scoop up some more shares soon ๐Ÿ‘€"  
[X Link](https://x.com/RonenHayempour/status/1995318016108831094)  2025-12-01T02:24Z [---] followers, [---] engagements


"@mijoeldotor Why do you say $DLO"  
[X Link](https://x.com/RonenHayempour/status/1995324593759043599)  2025-12-01T02:50Z [---] followers, [---] engagements


"Looking forward to $PATH $RBRK $CRWD $CRM $KR What about you ๐Ÿ‘‡"  
[X Link](https://x.com/RonenHayempour/status/1995395219567853760)  2025-12-01T07:31Z [---] followers, [---] engagements


"@babyfolio Can we add the pair: $PGY / $DLO ๐Ÿ‘€"  
[X Link](https://x.com/RonenHayempour/status/1995406959890374723)  2025-12-01T08:17Z [---] followers, [---] engagements


"@SohoNehel Thanks"  
[X Link](https://x.com/RonenHayempour/status/1995502210973860264)  2025-12-01T14:36Z [---] followers, [--] engagements


"$NBIS IS BACK TO $100 ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/1995595755709780124)  2025-12-01T20:47Z [---] followers, [---] engagements


"@YodaStockInvest Did you make a post about your thesis for $KRKNF I've seen others have positive opinions about the stock like @meeijer and would love to see your own perspective"  
[X Link](https://x.com/RonenHayempour/status/1995603029421400287)  2025-12-01T21:16Z [---] followers, [---] engagements


"@babyfolio This aged well for $NBIS https://x.com/RonenHayempour/status/1995595755709780124s=20 $NBIS IS BACK TO $100 ๐ŸŸข https://t.co/ya2yak5hSb https://x.com/RonenHayempour/status/1995595755709780124s=20 $NBIS IS BACK TO $100 ๐ŸŸข https://t.co/ya2yak5hSb"  
[X Link](https://x.com/RonenHayempour/status/1995610754805104894)  2025-12-01T21:47Z [---] followers, [---] engagements


"$NBIS PARTNERSHIP WITH UNION AI ๐ŸŸข This partnership combines Union ais industry-leading AI orchestration platform from the creators of Flyte with Nebius high-performance cloud infrastructure"  
[X Link](https://x.com/RonenHayempour/status/1995618539919868161)  2025-12-01T22:18Z [---] followers, [---] engagements


"@babyfolio Am I the only one that thinks $NBIS gets a good amount of analyst coverage"  
[X Link](https://x.com/RonenHayempour/status/1995751537843511411)  2025-12-02T07:07Z [---] followers, [---] engagements


"@stocktalkweekly I got into $AMKR at $30 would love to know if you are still holding. ๐Ÿ˜"  
[X Link](https://x.com/RonenHayempour/status/1996073062874431535)  2025-12-03T04:24Z [---] followers, [---] engagements


"@NetWorthNotes Ophthalmic (eye care) pharmaceutical company. You can check out @mvcinvesting for more info if you are interested"  
[X Link](https://x.com/RonenHayempour/status/1996359216580481184)  2025-12-03T23:21Z [---] followers, [--] engagements


"$PATH Q4 FY2026 Financial Outlook: - Revenue in the range of $462 million to $467 million - ARR in the range of $1.844 billion to $1.849 billion as of January [--] [----] - Non-GAAP operating income of approximately $140 million"  
[X Link](https://x.com/RonenHayempour/status/1996377940733706616)  2025-12-04T00:36Z [---] followers, [---] engagements


"$PATH Daniel Dines (Founder & CEO):"  
[X Link](https://x.com/RonenHayempour/status/1996379705302450551)  2025-12-04T00:43Z [---] followers, [----] engagements


"$PYPL J.P. Morgan trimmed its financial estimates through [----] and lowered its price target to $70 from $85 ๐Ÿ”ด"  
[X Link](https://x.com/RonenHayempour/status/1996639890176725077)  2025-12-04T17:57Z [---] followers, [----] engagements


"$COST TURNS NEGATIVE FOR THE YEAR AS U.S. SALES TRENDS DECELERATE ๐Ÿ”ด"  
[X Link](https://x.com/RonenHayempour/status/1996640856405856574)  2025-12-04T18:00Z [---] followers, [---] engagements


"@InvestorDenis $PGY is undervalued and underrated imo. Great post ๐Ÿ‘"  
[X Link](https://x.com/RonenHayempour/status/1996728809836675349)  2025-12-04T23:50Z [---] followers, [---] engagements


"$RBRK Q3 FY2026 Earnings: Revenue of $350M vs $321M est. (Beat) EPS of $0.10 vs ($0.17) est. (Beat) GAAP Gross Margin of 80.5% $85.5M Cash Flow from Operations Up 16% after hours"  
[X Link](https://x.com/RonenHayempour/status/1996740230863638933)  2025-12-05T00:35Z [---] followers, [---] engagements


"$RBRK Q4 FY2026 Outlook: Revenue of $341M - $343M Non-GAAP subscription ARR contribution margin of approximately 9% Non-GAAP net loss per share of ($0.12) - ($0.10) Weighted-average shares outstanding of approximately 201M"  
[X Link](https://x.com/RonenHayempour/status/1996741145666212160)  2025-12-05T00:39Z [---] followers, [---] engagements


"$RBRK FY2026 Outlook: Subscription ARR between $1.439B - $1.443B Revenue of $1.280B - $1.282B Non-GAAP net loss per share of ($0.20) to ($0.16) Weighted-average shares outstanding of approximately 197M Free cash flow of $194M - $202M"  
[X Link](https://x.com/RonenHayempour/status/1996741979762475156)  2025-12-05T00:42Z [---] followers, [---] engagements


"$RBRK IS CURRENTLY UP 27% ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/1996963022020215177)  2025-12-05T15:21Z [---] followers, [---] engagements


"On December [--] [----] $PGY plans to file a registration statement on Form S-3SAR to satisfy obligations under a Registration Rights Agreement and to register Class A Ordinary Shares that may be issued upon the exercise of outstanding warrants from its [----] public offering"  
[X Link](https://x.com/RonenHayempour/status/1997065837971402912)  2025-12-05T22:09Z [---] followers, [---] engagements


"@YodaStockInvest For $KRKNF do you mean $4.48"  
[X Link](https://x.com/RonenHayempour/status/1997066704787329268)  2025-12-05T22:13Z [---] followers, [---] engagements


"@YodaStockInvest Ohhhh $KRKNF never hit $6.2. $PNG.V did but isnt it CAD"  
[X Link](https://x.com/RonenHayempour/status/1997393375847161968)  2025-12-06T19:51Z [---] followers, [---] engagements


"@YodaStockInvest Why did you choose $PNG.V over $KRKNF"  
[X Link](https://x.com/RonenHayempour/status/1997425906101752137)  2025-12-06T22:00Z [---] followers, [---] engagements


"@BobbyFinanceX What dividend yield is high for you"  
[X Link](https://x.com/RonenHayempour/status/1997426448857178241)  2025-12-06T22:02Z [---] followers, [--] engagements


"@meeijer I agree with $NBIS and $DLO. No thoughts on the other stocks as I am not that immersed in them. Any opinion on $PGY"  
[X Link](https://x.com/RonenHayempour/status/1997426832615014637)  2025-12-06T22:04Z [---] followers, [---] engagements


"@BobbyFinanceX Wow 36% is extremely high for me. Wouldn't say I have any recommendations"  
[X Link](https://x.com/RonenHayempour/status/1997459929456849121)  2025-12-07T00:15Z [---] followers, [--] engagements


"Does anyone here other than @stocktalkweekly hold $AMKR I haven't seen any talk around it and I think that its deserving of some ๐Ÿ”ฅ"  
[X Link](https://x.com/RonenHayempour/status/1997487654498361765)  2025-12-07T02:05Z [---] followers, [----] engagements


"Market is red but $AMKR is up 3.5% ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/1998090773607379151)  2025-12-08T18:02Z [---] followers, [---] engagements


"@InvestorDenis Since I have a limited word count: Tier [--] OSAT. Hard to replace. Advanced tech. Works with Apple Nvidia Intel AMD Qualcomm TSMC. Operates at forefront of [--] international markets (communications computing automotive and industrial consumer) $7B investment Arizona facility"  
[X Link](https://x.com/RonenHayempour/status/1998189384584347972)  2025-12-09T00:34Z [---] followers, [--] engagements


"@NetWorthNotes So many great ETFs I'd say $VOO and $QQQM"  
[X Link](https://x.com/RonenHayempour/status/1998189643435803084)  2025-12-09T00:35Z [---] followers, [---] engagements


"$DLO BULLISH ๐ŸŸข National Bank PLC signed a remittance service agreement with $DLO aiming to strengthen cross-border remittance services and deliver faster secure and efficient solutions for millions of remittance customers"  
[X Link](https://x.com/RonenHayempour/status/1998578101530538267)  2025-12-10T02:18Z [---] followers, [---] engagements


"Standard Chartered said it now expects $BTC to end the year higher at $100000 A halving of its previous year-end target of $200000 which was issued in June 2024"  
[X Link](https://x.com/RonenHayempour/status/1998610259926274209)  2025-12-10T04:26Z [---] followers, [--] engagements


"@babyfolio Id say $PGY and $DLO are like this also"  
[X Link](https://x.com/RonenHayempour/status/1998645251364499974)  2025-12-10T06:45Z [---] followers, [---] engagements


"$PGY and $DLO are very similar to this imo Dont let short term price action scare you away from great companies $NBIS is currently at a point where the company price action doesn't reflect the underlying business. This means the risk reward is way of the charts. When this trades at $200+ don't call me lucky. When do you think $NBIS will get re-rated $NBIS is currently at a point where the company price action doesn't reflect the underlying business. This means the risk reward is way of the charts. When this trades at $200+ don't call me lucky. When do you think $NBIS will get re-rated"  
[X Link](https://x.com/RonenHayempour/status/1998645501860917397)  2025-12-10T06:46Z [---] followers, [----] engagements


"$AMKR IS CURRENTLY UP 4% ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/1998772397265289499)  2025-12-10T15:10Z [---] followers, [---] engagements


"@thebeingintime Im saying its similar in the way that $PGY s price action doesn't reflect the underlying business like $NBIS"  
[X Link](https://x.com/RonenHayempour/status/1998772807245955374)  2025-12-10T15:12Z [---] followers, [---] engagements


"$PGY closes a $500 million asset-backed securitization (ABS) backed by consumer loans originated on its network This is the EIGHTH FULLY-PREFUNDED PAID deal of [----] BULLISH ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/1998776591359291873)  2025-12-10T15:27Z [---] followers, [---] engagements


"@Kumodong_Li @thebeingintime I can make a post about that soon. For now $PGY (a [--] billion mkt cap company) did this. Just a peek about why they are undervalued imo: $PGY closes a $500 million asset-backed securitization (ABS) backed by consumer loans originated on its network This is the EIGHTH FULLY-PREFUNDED PAID deal of [----] BULLISH ๐ŸŸข https://t.co/9wuHIXrCg0 $PGY closes a $500 million asset-backed securitization (ABS) backed by consumer loans originated on its network This is the EIGHTH FULLY-PREFUNDED PAID deal of [----] BULLISH ๐ŸŸข https://t.co/9wuHIXrCg0"  
[X Link](https://x.com/RonenHayempour/status/1998777554325414283)  2025-12-10T15:31Z [---] followers, [---] engagements


"@InvestorDenis I wonder if you love $FLNC or $PGY more"  
[X Link](https://x.com/RonenHayempour/status/1998968133772783624)  2025-12-11T04:08Z [---] followers, [---] engagements


"I would STRONGLY recommend everyone to read the 10Ks of the companies they are invested in (before and during investment) Due diligence is very important especially SEC filings. Do you agree I have a confession to make: Ive never read a single 10K from a company Ive invested in. I have a confession to make: Ive never read a single 10K from a company Ive invested in"  
[X Link](https://x.com/RonenHayempour/status/1998982410684465404)  2025-12-11T05:05Z [---] followers, [--] engagements


"Truist Securities changed its rating for $DLO from Hold to Buy and its price target increased to $16 from $15. BULLISH ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/1999139922213740954)  2025-12-11T15:31Z [---] followers, [---] engagements


"@jrouldz Are you long on quantum"  
[X Link](https://x.com/RonenHayempour/status/1999260509523312978)  2025-12-11T23:30Z [---] followers, [--] engagements


"Great post explaining $PGY business model ๐Ÿ‘‡ $PGY Business Model is very simple 1) Jane applies for a loan. 2) Bank rejects the loan. 3) The Bank sends the application to $PGY 4) $PGY AI reviews the application 5) If approved Jane gets the loan 6) The money is sent through the Bank 7) But the loan is funded by credit https://t.co/H6wG1VPrmf $PGY Business Model is very simple 1) Jane applies for a loan. 2) Bank rejects the loan. 3) The Bank sends the application to $PGY 4) $PGY AI reviews the application 5) If approved Jane gets the loan 6) The money is sent through the Bank 7) But the loan is"  
[X Link](https://x.com/RonenHayempour/status/1999262501087920238)  2025-12-11T23:38Z [---] followers, [---] engagements


"@SixSigmaCapital @mvcinvesting has been on $HROW"  
[X Link](https://x.com/RonenHayempour/status/1999272160725205222)  2025-12-12T00:16Z [---] followers, [---] engagements


"Red across the board ๐Ÿ”ด $AMKR $NBIS $PGY $DLO $RKLB $HROW $KRKNF"  
[X Link](https://x.com/RonenHayempour/status/1999529986550649065)  2025-12-12T17:21Z [---] followers, [---] engagements


"Great time to buy $NBIS and $PGY on this dip Not financial advice"  
[X Link](https://x.com/RonenHayempour/status/1999580179417694422)  2025-12-12T20:40Z [---] followers, [----] engagements


"@accounting_ds @babyfolio The goal of hedge funds is not to beat SPY on the year. Or even in general"  
[X Link](https://x.com/RonenHayempour/status/2000274393445130409)  2025-12-14T18:39Z [---] followers, [--] engagements


"$GM HAS CUT A DEAL WITH $AAPL TO BRING THE APPLE MUSIC APP INTO CHEVROLET AND CADILLAC MODELS"  
[X Link](https://x.com/RonenHayempour/status/2000678253846257821)  2025-12-15T21:24Z [---] followers, [---] engagements


"$F TO TAKE $19.5B IN CHARGES TIED TO SWEEPING EV UNWIND"  
[X Link](https://x.com/RonenHayempour/status/2000678624303681969)  2025-12-15T21:25Z [---] followers, [---] engagements


"$DLO ANNOUNCES NEW PARTNERSHIP WITH CONVERA This will streamline and scale its local payout capabilities in key emerging markets They will also streamline global supplier disbursements payroll and vendor payments by enabling cost-effective compliant cross-border transactions"  
[X Link](https://x.com/RonenHayempour/status/2000973699193991527)  2025-12-16T16:58Z [---] followers, [---] engagements


"David Teirney VP of Convera: Partnering with $DLO aligns with our mission to make global business payments simple smart and secure to help our customers grow with confidence"  
[X Link](https://x.com/RonenHayempour/status/2000974480739533292)  2025-12-16T17:01Z [---] followers, [--] engagements


"David Teirney VP of Convera: By leveraging $DLO robust infrastructure and deep market knowledge we empower our customers to accelerate payment processing reduce transaction costs and achieve greater predictability when operating in emerging markets"  
[X Link](https://x.com/RonenHayempour/status/2000974739591061917)  2025-12-16T17:02Z [---] followers, [--] engagements


"$DLO Agustin Botta (Head of EMEA): By combining our local expertise with Convera we enable faster more reliable & fully compliant supplier & vendor payouts. This helps companies reduce costs improve cash flow predictability & expand seamlessly. BULLISH ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/2000975466220695607)  2025-12-16T17:05Z [---] followers, [---] engagements


"@Corisco38 @stocktalkweekly @stocktalkweekly would never betray $AMKR haha Dont get married to stocks though if your thesis/fundamentals changes you should sell"  
[X Link](https://x.com/RonenHayempour/status/2001167777097506853)  2025-12-17T05:49Z [---] followers, [---] engagements


"@mvcinvesting I wonder if it will even be close to a $750B valuation ๐Ÿง"  
[X Link](https://x.com/RonenHayempour/status/2001452996048375925)  2025-12-18T00:42Z [---] followers, [---] engagements


"$PGY IS CURRENTLY UP 8% ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/2001673267124551807)  2025-12-18T15:17Z [---] followers, [---] engagements


"$PGY HAS PARTNERED WITH ACHIEVE TO EXPAND CONSUMERS' ACCESS TO PERSONAL LOANS ACHIEVE WILL INTEGRATE $PGY TECHNOLOGY AND JOIN THE NETWORK OF OTHER PARTNERS BULLISH ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/2001758149804781678)  2025-12-18T20:55Z [---] followers, [---] engagements


"$NBIS UP 14% ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/2002099188314878109)  2025-12-19T19:30Z [---] followers, [--] engagements


"$RKLB UP 17% AND $4 OFF ATHs"  
[X Link](https://x.com/RonenHayempour/status/2002099912562127142)  2025-12-19T19:33Z [---] followers, [--] engagements


"@BobbyFinanceX Why did you buy in the first place"  
[X Link](https://x.com/RonenHayempour/status/2002136551028121815)  2025-12-19T21:58Z [---] followers, [--] engagements


"@BobbyFinanceX Great learning moment to not FOMO"  
[X Link](https://x.com/RonenHayempour/status/2002138600193073287)  2025-12-19T22:06Z [---] followers, [--] engagements


"@BobbyFinanceX Do you have a post sharing your short position"  
[X Link](https://x.com/RonenHayempour/status/2002151331684049263)  2025-12-19T22:57Z [---] followers, [--] engagements


"@BobbyFinanceX Should you what make a post sharing your position Imo yes shows credibility. Initiate a short position I don't know I have no opinion $PLTR. I'm just asking if you have put your money where your mouth is. (No hate)"  
[X Link](https://x.com/RonenHayempour/status/2002189431030362232)  2025-12-20T01:28Z [---] followers, [--] engagements


"@BobbyFinanceX @WheelieInvestor Ah didn't see that my bad. I still wonder if he made a post about his position ๐Ÿง"  
[X Link](https://x.com/RonenHayempour/status/2002190788029976954)  2025-12-20T01:34Z [---] followers, [--] engagements


"After this tweet $NBIS dropped to $75 and then shot back up to $90 So bad timing on my part however you would still be up if you bought. Great time to buy $NBIS and $PGY on this dip Not financial advice https://t.co/290k6oOQV2 Great time to buy $NBIS and $PGY on this dip Not financial advice https://t.co/290k6oOQV2"  
[X Link](https://x.com/RonenHayempour/status/2002206056068575595)  2025-12-20T02:34Z [---] followers, [---] engagements


"@Venu_7_ Is it $INCY ๐Ÿ˜„"  
[X Link](https://x.com/RonenHayempour/status/2002506628973883744)  2025-12-20T22:29Z [---] followers, [---] engagements


"Has the Santa Claus rally begun Yes No Results Yes No Results"  
[X Link](https://x.com/RonenHayempour/status/2002518547059359795)  2025-12-20T23:16Z [---] followers, [--] engagements


"Which Portfolio Are You Picking ๐Ÿ‘‡ Group A: - $GOOGL - $PGY - $HROW - $RKLB Group B: - $NVDA - $IREN - $NBIS - $KRKNF"  
[X Link](https://x.com/RonenHayempour/status/2002532068014936155)  2025-12-21T00:10Z [---] followers, [---] engagements


"$TSLA Throwback to this from Elon Musk:"  
[X Link](https://x.com/RonenHayempour/status/2002584521053716507)  2025-12-21T03:38Z [---] followers, [---] engagements


"Almost every major Wall Street bank slashed its $SPX outlook in reaction to the Trump administrations tariff program in [----] and then raised it after it was relaxed. What a giant V"  
[X Link](https://x.com/RonenHayempour/status/2002797074937762212)  2025-12-21T17:43Z [---] followers, [---] engagements


"$NBIS plans to conduct an open house Jan. [--] in Independence. The Independence City Planning Commission meets Jan. [--] with the expectation that the data-center project will appear Jan. [--] on the full City Council docket"  
[X Link](https://x.com/RonenHayempour/status/2003187410604294483)  2025-12-22T19:34Z [---] followers, [---] engagements


"$DLO COMPLETED ITS TRANSITION TO A NINE-PERSON MAJORITY INDEPENDENT BOARD APPOINTED PACO YBARRA AND NELSON MATTOS AS INDEPENDENT DIRECTORS"  
[X Link](https://x.com/RonenHayempour/status/2003564098559349086)  2025-12-23T20:31Z [---] followers, [---] engagements


"@YodaStockInvest Disagree with that last statement. Personally I dont think you need to fully understand the ins and outs of the giants such as $AAPL $GOOGL $MSFT $AMZN. Thats [--] right there. Also 99.9% of people should only invest in $VOO and $QQQM. They will do great just from that"  
[X Link](https://x.com/RonenHayempour/status/2003578229517615399)  2025-12-23T21:27Z [---] followers, [---] engagements


"4 Great Stocks for [----] ๐Ÿ‘‡ - $NBIS - $AMKR - $PGY - $DLO What would you add"  
[X Link](https://x.com/RonenHayempour/status/2003749591574036955)  2025-12-24T08:48Z [---] followers, [---] engagements


"Everyone is obsessed with: $NBIS $IREN $PATH $LMND $HIMS $HOOD $ROOT $ZETA Whats a stock that you LOVE that is not talked about"  
[X Link](https://x.com/RonenHayempour/status/2003896545352339915)  2025-12-24T18:32Z [---] followers, [---] engagements


""Everyone is a genius in a bull market" I can't wait to see FinX during a bear market ๐Ÿ‘€"  
[X Link](https://x.com/RonenHayempour/status/2004007957953196337)  2025-12-25T01:55Z [---] followers, [--] engagements


"@Gubloinvestor Sounds interesting I'm going to take a look at it"  
[X Link](https://x.com/RonenHayempour/status/2004032718091571457)  2025-12-25T03:33Z [---] followers, [---] engagements


"@Gubloinvestor $ZETA"  
[X Link](https://x.com/RonenHayempour/status/2004048614247776537)  2025-12-25T04:36Z [---] followers, [--] engagements


"@RickAndersenB Looking forward to checking it out ๐Ÿ‘€๐Ÿ”ฅ"  
[X Link](https://x.com/RonenHayempour/status/2004315568422506960)  2025-12-25T22:17Z [---] followers, [--] engagements


"@RickAndersenB $ASTS is a big one I have $RKLB instead Lots of hype around $KRKNF $SEZL is also on my list to analyze I love $PGY ๐Ÿค™ $DCTH is interesting I know someone X that recently invested in them ๐Ÿ˜"  
[X Link](https://x.com/RonenHayempour/status/2004330125446549696)  2025-12-25T23:15Z [---] followers, [---] engagements


"@Venu_7_ $AMKR $NBIS $RKLB ๐Ÿ‘๐Ÿ”ฅ"  
[X Link](https://x.com/RonenHayempour/status/2004398920978649328)  2025-12-26T03:48Z [---] followers, [---] engagements


"$ZETA HIT $20 AND IS UP 5.5% ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/2004612756436361310)  2025-12-26T17:58Z [---] followers, [---] engagements


"@SergeyCYW Add in $AMKR ๐Ÿ™‚"  
[X Link](https://x.com/RonenHayempour/status/2004856469452443801)  2025-12-27T10:06Z [---] followers, [--] engagements


"$NOW has spent $12B in [----] on acquisitions and investments Down 27% YTD Wall Street is unhappy and investors are concerned that $NOW is relying on acquisitions to boost slowing revenue growth"  
[X Link](https://x.com/RonenHayempour/status/2005186653745463492)  2025-12-28T07:58Z [---] followers, [---] engagements


"Any $SOFI bulls have a thesis I can read"  
[X Link](https://x.com/RonenHayempour/status/2005444623699935725)  2025-12-29T01:03Z [---] followers, [--] engagements


"@YodaStockInvest I know you love $SOFI do you have a thesis posted If so can you send the link Thanks"  
[X Link](https://x.com/RonenHayempour/status/2005444766679572922)  2025-12-29T01:04Z [---] followers, [--] engagements


"BlackBerry is a great movie would recommend ๐Ÿ‘ ๐Ÿ“บ [--] must-watch movies & series about real public companies ambition power chaos & lessons ๐Ÿ‘‡ [--] $BB How BlackBerry went from smartphone king to losing everything ๐Ÿ“‰ https://t.co/zJNzBtC7Dc ๐Ÿ“บ [--] must-watch movies & series about real public companies ambition power chaos & lessons ๐Ÿ‘‡ [--] $BB How BlackBerry went from smartphone king to losing everything ๐Ÿ“‰ https://t.co/zJNzBtC7Dc"  
[X Link](https://x.com/RonenHayempour/status/2005476038890197303)  2025-12-29T03:08Z [---] followers, [---] engagements


"@YodaStockInvest For future reference click the share button. Click copy link and paste it"  
[X Link](https://x.com/RonenHayempour/status/2005477146635239583)  2025-12-29T03:13Z [---] followers, [--] engagements


"$DLO is currently ๐ŸŸข Everything red overnight why Everything red overnight why"  
[X Link](https://x.com/RonenHayempour/status/2005507925763358967)  2025-12-29T05:15Z [---] followers, [---] engagements


"TB Alternative Assets Ltd. grew its position of $NBIS by 2370.8% in Q3 TB owned [------] shares after buying an additional [------] shares $NBIS accounts for 1.8% of TB's investment portfolio (its 16th largest holding) worth around $11.845M"  
[X Link](https://x.com/RonenHayempour/status/2005876275458752678)  2025-12-30T05:39Z [---] followers, [---] engagements


"Tomorrow is the last day that Warren Buffet will be CEO of $BRK.B $BRK.A After [--] years he is stepping down and Greg Abel will become CEO"  
[X Link](https://x.com/RonenHayempour/status/2006165590667309245)  2025-12-31T00:48Z [---] followers, [---] engagements


"Happy to see $AMKR in there I feel like it gets no love ๐Ÿ˜ The last Substack for the year is out: [----] Portfolio Updates & Ideas This is a long one and goes deep into my personal portfolio management philosophy ideas I have for [----] sectors/names I'm interested in even if I haven't bought yet actual core positions for next year https://t.co/oTRXlDZFai The last Substack for the year is out: [----] Portfolio Updates & Ideas This is a long one and goes deep into my personal portfolio management philosophy ideas I have for [----] sectors/names I'm interested in even if I haven't bought yet actual"  
[X Link](https://x.com/RonenHayempour/status/2006269236965192081)  2025-12-31T07:40Z [---] followers, [---] engagements


"$NBIS UP 2% IN OVERNIGHT ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/2006949587446370634)  2026-01-02T04:44Z [---] followers, [---] engagements


"$DLO UP 2% IN OVERNIGHT ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/2006949657495351631)  2026-01-02T04:44Z [---] followers, [---] engagements


"$AMKR UP 2% IN OVERNIGHT ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/2006949729163473276)  2026-01-02T04:44Z [---] followers, [---] engagements


"+5% GREEN ๐ŸŸข $AMKR $NBIS $PGY"  
[X Link](https://x.com/RonenHayempour/status/2007153042907656339)  2026-01-02T18:12Z [---] followers, [---] engagements


"$PGY price target lowered to $35 from $38 by Keefe Bruyette Kept the Outperform rating"  
[X Link](https://x.com/RonenHayempour/status/2007160317915337178)  2026-01-02T18:41Z [---] followers, [---] engagements


"@commonsenseplay I wonder what the odds are that it happens on Kalshi or Polymarket ๐Ÿค”"  
[X Link](https://x.com/RonenHayempour/status/2007354991384899762)  2026-01-03T07:34Z [---] followers, [--] engagements


"Venezuelan opposition leader Mara Corina Machado told CBS News in mid-December she was "absolutely" supportive of President Trump's strategy in the country"  
[X Link](https://x.com/RonenHayempour/status/2007373466698485935)  2026-01-03T08:48Z [---] followers, [--] engagements


"Venezuelan Defense Minister Vladimir Padrino Lpez announced a deployment of military forces across the country"  
[X Link](https://x.com/RonenHayempour/status/2007391836667818412)  2026-01-03T10:01Z [---] followers, [---] engagements


"Venezuelan Vice President Delcy Rodriguez issued a demand for proof of life and the location of the country's President Nicols Maduro. His remarks came soon after President Trump said Maduro had been captured and flown out of Venezuela"  
[X Link](https://x.com/RonenHayempour/status/2007396009253675216)  2026-01-03T10:17Z [---] followers, [---] engagements


"@WheelieInvestor Arent you short $PLTR"  
[X Link](https://x.com/RonenHayempour/status/2007549525515473068)  2026-01-03T20:28Z [---] followers, [---] engagements


"@WheelieInvestor Did you close the position because of the uprising conflicts You were posting about how a $PLTR short is the most obvious play that will print millionaires. But times change"  
[X Link](https://x.com/RonenHayempour/status/2007550877989732788)  2026-01-03T20:33Z [---] followers, [--] engagements


"$CVX UP 11% ๐ŸŸข $XOM UP 6% ๐ŸŸข BOTH BECAUSE OF VENEZUELA"  
[X Link](https://x.com/RonenHayempour/status/2007989880073355409)  2026-01-05T01:37Z [---] followers, [---] engagements


"@CruBuzzard @moninvestor @jrouldz What is your reasoning that $ZETA will underperform"  
[X Link](https://x.com/RonenHayempour/status/2008059279501352967)  2026-01-05T06:13Z [---] followers, [---] engagements


"THE FINALIZED r/wallstreetbets LIST OF STOCKS FOR 2026: [--]. $ASTS [--]. $RKLB [--]. $GOOGL [--]. $AMZN [--]. $NBIS [--]. $RDDT [--]. $MU [--]. $IREN [--]. $TSLA [--]. $PLTR DO YOU OWN ANY"  
[X Link](https://x.com/RonenHayempour/status/2008079790700650773)  2026-01-05T07:35Z [---] followers, [---] engagements


"$AMKR IS UP 11% ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/2008253774163571083)  2026-01-05T19:06Z [---] followers, [---] engagements


"$AMKR is up 17% since this article was posted ๐ŸŸข Just something to think about ๐Ÿ˜"  
[X Link](https://x.com/RonenHayempour/status/2008305023357456703)  2026-01-05T22:30Z [---] followers, [---] engagements


"$NBIS WILL NOW DEPLOY THE $NVDA RUBIN PLATFORM THROUGH THEIR AI CLOUD & TOKEN FACTORY STARTING H2 [----] $NBIS WILL BE AMONG THE FIRST AI CLOUD PROVIDERS TO OFFER $NVDA VERA RUBIN NVL72"  
[X Link](https://x.com/RonenHayempour/status/2008320494823505998)  2026-01-05T23:31Z [---] followers, [---] engagements


"$AMKR PASSED $51 UP 6% ๐ŸŸข"  
[X Link](https://x.com/RonenHayempour/status/2008606071951421573)  2026-01-06T18:26Z [---] followers, [--] engagements


"DISCORD HAS FILED CONFIDENTIALLY FOR AN IPO WORKING WITH GOLDMAN SACHS $GS AND JP MORGAN $JPM"  
[X Link](https://x.com/RonenHayempour/status/2008720841606103180)  2026-01-07T02:02Z [---] followers, [--] engagements


"$AMKR I love to see it ๐Ÿ”ฅ All these stocks hit new [--] WEEK HIGHS at some point today Eli Lilly $LLY Micron $MU Intel $INTC Fedex $FDX United Airlines $UAL Raytheon $RTX Merck $MRK Amkor $AMKR MongoDB $MDB Palnet Labs $PL AstraZeneca $AZN Biogen $BIIB Ciena $CIEN Compass $COMP $CRH Charles River $CRL All these stocks hit new [--] WEEK HIGHS at some point today Eli Lilly $LLY Micron $MU Intel $INTC Fedex $FDX United Airlines $UAL Raytheon $RTX Merck $MRK Amkor $AMKR MongoDB $MDB Palnet Labs $PL AstraZeneca $AZN Biogen $BIIB Ciena $CIEN Compass $COMP $CRH Charles River $CRL"  
[X Link](https://x.com/RonenHayempour/status/2009110988327661679)  2026-01-08T03:52Z [---] followers, [---] engagements


"$PGY Q4 FY2025 EARNINGS IS ON FEBRUARY [--] [----] AND THE CONFERENCE CALL IS ON THE SAME DAY AT 8:30 AM ET"  
[X Link](https://x.com/RonenHayempour/status/2009364930265485355)  2026-01-08T20:41Z [---] followers, [---] engagements


"$AMZN is planning a [------] sq ft store selling groceries and general merchandise in the Chicago area. Taking the big-box store model from $WMT and $TGT"  
[X Link](https://x.com/RonenHayempour/status/2009717477983563874)  2026-01-09T20:02Z [---] followers, [---] engagements


"$VLN IS UP 70% TODAY ๐ŸŸข๐Ÿš€ @Gubloinvestor must be so happy"  
[X Link](https://x.com/RonenHayempour/status/2009718679278367227)  2026-01-09T20:07Z [---] followers, [----] engagements


"@aincomeinvestor $BIL ๐Ÿ‘"  
[X Link](https://x.com/RonenHayempour/status/2009769442650341768)  2026-01-09T23:29Z [---] followers, [--] engagements


"@HyperTechInvest I see $AMKR ๐Ÿ˜"  
[X Link](https://x.com/RonenHayempour/status/2009821836159397927)  2026-01-10T02:57Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@RonenHayempour Avatar @RonenHayempour Ronen Hayempour

Ronen Hayempour posts on X about $pgy, $amkr, $nbis, $dlo the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [-----] -15%
  • [--] Month [------] +93%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] -63%

Followers: [-------] #

Followers Line Chart

  • [--] Week [---] +1.20%
  • [--] Month [---] +4.10%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance technology brands cryptocurrencies countries social networks automotive brands financial services celebrities currencies

Social topic influence $pgy #33, $amkr #19, $nbis, $dlo, bullish, stocks, $iren, ceo, $nvda, $krknf

Top accounts mentioned or mentioned by @babyfolio @yodastockinvest @bobbyfinancex @gubloinvestor @trevhesinvests @mvcinvesting @thebeingintime @rjccapital @meeijer @investordenis @vcrvcrvcrvcr @aleabitoreddit @networthnotes @stocktalkweekly @wheelieinvestor @deepvaluebagger @billackman @rkgcapital @amaymd @alc2022

Top assets mentioned Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Amkor Technology Inc (AMKR) Nebius Group N.V. Class A Ordinary Shares (NBIS) DLocal Limited (DLO) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) Rocket Lab USA, Inc. Common Stock (RKLB) UiPath, Inc. (PATH) Lemonade, Inc. (LMND) Amazon.com, Inc. (AMZN) ZetaChain (ZETA) Rubrik, Inc. (RBRK) Alphabet Inc Class A (GOOGL) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Twist Bioscience Corporation Common Stock (TWST) Bitcoin (BTC) Palantir Technologies Inc. (PLTR) Robinhood Markets, Inc. (HOOD) RAI Finance (SOFI) CoreWeave, Inc (CRWV) Applied Materials, Inc. (AMAT) NuCypher (NU) Apple, Inc. (AAPL) Goldman Sachs (GS) Ethereum (ETH) The Root Network (ROOT) 4 (FOUR) Cipher Mining Inc. Common Stock (CIFR) PayPal Holdings Inc (PYPL) Tesla, Inc. (TSLA) SPX6900 (SPX) Sezzle Inc. Common Stock (SEZL) Micron Technology, Inc. (MU) Morgan Stanley (MS) Advanced Micro Devices (AMD) Bowhead Specialty Holdings Inc (BOW) Omada Health, Inc (OMDA)

Top Social Posts

Top posts by engagements in the last [--] hours

"$PGY Q3 Earnings Report: - Revenue of $350.17M vs. $342.4M est. - $23 million GAAP Net Income; up $90 million YoY - $107 million Adjusted EBITDA; up 91% YoY - $2.8 billion Network Volume; up 19% YoY Raises FY2025 revenue guidance to $1.3B$1.325B"
X Link 2025-11-10T14:49Z [---] followers, [---] engagements

"$PGY "Collectively POS and Auto represented 32% of total volumes versus 9% in the year-ago quarter and 30% in the previous quarter.""
X Link 2025-11-10T15:05Z [---] followers, [---] engagements

"$PGY Each lending partner's lifecycle into [--] unique phases ๐Ÿ‘‡"
X Link 2025-11-10T15:08Z [---] followers, [---] engagements

"$PGY FRLPC (FEE REVENUE LESS PRODUCTION COSTS) grew 39% year-over-year in the third quarter to $139 million and continued to meaningfully outpace network volume growth"
X Link 2025-11-10T15:11Z [---] followers, [---] engagements

"$PGY FY2025 Outlook: Network Volume expected $10.5 billion - $10.75 billion Total Revenue and Other Income expected $1.3 million - $1.325 million Adjusted EBITDA expected $372 million - $382 million GAAP Net Income expected $72 million - $82 million"
X Link 2025-11-10T15:16Z [---] followers, [---] engagements

"$PGY "As we are getting closer to the end of a full year of profitability we continue to shift our focus from quarterly execution to longer term planning and while the quarterly results are important they should reinforce our progress toward our longer-term goals.""
X Link 2025-11-10T15:34Z [---] followers, [---] engagements

"$RKLB Q3 Earnings Report: - Record Revenue of $155M - Revenue up 48% Year-on-Year - Record GAAP Gross Margin of 37% - Adjusted EBITDA Loss of $(26.3)M; a $4.6M improvement YoY Raises Q4 [----] Revenue Guidance to $170M$180M"
X Link 2025-11-10T23:36Z [---] followers, [---] engagements

"$RKLB Q3 Highlights ๐Ÿ‘‡"
X Link 2025-11-10T23:37Z [---] followers, [--] engagements

"$RKLB Q4 Expectations ๐Ÿ‘‡"
X Link 2025-11-10T23:39Z [---] followers, [---] engagements

"$HROW Q3 Earnings Report: - Revenue of $71.6M vs. $73.7M est. (Miss) - EPS of $0.33 vs. $0.24 est. (Beat) - GAAP Net Income of $1.0M - Adjusted EBITDA of $22.7M - $74.3M in Cash and Cash Equivalents FY2025 Revenue Guidance of $270M - $280M"
X Link 2025-11-10T23:49Z [---] followers, [---] engagements

"$CRWV down 6.64% in overnight trading ๐Ÿ‘‡"
X Link 2025-11-11T02:17Z [---] followers, [---] engagements

"$NBIS Q3 Earnings Report: - Revenue of $146.1M vs. $155.7M est. (Miss) - Adjusted EBITDA of $(5.2M) vs. $(5.8M) est. (Beat) Expected ARR of $7B - $9B by End of 2026"
X Link 2025-11-11T15:34Z [---] followers, [---] engagements

"Reports on unemployment and the consumer price index for October are unlikely to be released due to the government shutdown. - per Bloomberg"
X Link 2025-11-12T19:00Z [---] followers, [--] engagements

"$DLO Q3 [----] Earnings Report: - Revenue of $282.5M up 52% YoY - Gross Profit of $103.2M up 4% from Q2 [----] - Operating Profit of $55.6M flat from Q2 [----] - Adjusted EBITDA of $71.7M up 2% from Q2 [----] Earnings Conference Call at 5:00pm ET"
X Link 2025-11-12T21:17Z [---] followers, [---] engagements

"Great $DLO Q3 Takeaways ๐Ÿ‘‡"
X Link 2025-11-12T21:21Z [---] followers, [----] engagements

"$DLO Colombia and Saudi Arabia are coming soon ๐Ÿ”ฅ"
X Link 2025-11-12T21:32Z [---] followers, [----] engagements

"$DLO [----] Guidance ๐Ÿ‘‡"
X Link 2025-11-12T21:41Z [---] followers, [----] engagements

"$DLO is down 15% after-hours an overreaction in my opinion. What do you think"
X Link 2025-11-13T00:15Z [---] followers, [---] engagements

"UPCOMING EARNINGS ๐Ÿ‘‡ 11/13 Before Open: $DIS 11/13 After Close: $AMAT $NU 11/14 Before Open: $TWST What are you looking forward to"
X Link 2025-11-13T04:21Z [---] followers, [---] engagements

"Is anyone bearish on $NBIS $PGY or $DLO I would love to know why ๐Ÿ™"
X Link 2025-11-13T16:33Z [---] followers, [---] engagements

"$NU Q3 Earnings Report: - Revenue of $4.17B vs. $4.04B est. (Beat) - EPS of $0.16 vs. $0.15 est. (Beat) Continued strong trajectory of growth and expanded their customer base to 127M with over 4M net additions"
X Link 2025-11-14T00:16Z [---] followers, [---] engagements

"$NU Q3 Operating Highlights ๐Ÿ‘‡ Added 4.3M new customers (16% YoY growth) reaching 127M customers globally. Key metrics: - Monthly ARPAC: $13.4 (+20% YoY FXN) - Activity Rate: 83% - Cost to Serve: $0.90 per customer"
X Link 2025-11-14T00:19Z [---] followers, [---] engagements

"$AMAT Q4 Earnings Report: - Revenue of $6.8B vs. $6.67B est. (Beat) - EPS of $2.17 vs. $2.10 est. (Beat) Preparing operations and service organizations to be ready to support higher demand beginning in the second half of calendar 2026"
X Link 2025-11-14T00:25Z [---] followers, [--] engagements

"$AMAT Q4 Earnings Highlights ๐Ÿ‘‡ - Record annual revenue $28.37B up 4% YoY - Record annual GAAP EPS $8.66 & record non-GAAP EPS $9.42 up 1% and 9% YoY - Quarterly revenue $6.80B down 3% YoY - Quarterly GAAP EPS $2.38 & non-GAAP EPS $2.17 up 14% and down 6% YoY"
X Link 2025-11-14T00:28Z [---] followers, [--] engagements

"$TWST Q4 Earnings Report: - Revenue of $99M vs. $97.21M est. (Beat) ๐ŸŸข - EPS of $(0.45) vs. $(0.41) est. (Miss) ๐Ÿ”ด Projects FY2026 revenue of $425M - $435M representing 13%-15.5% growth"
X Link 2025-11-14T15:20Z [---] followers, [---] engagements

"$TWST Q4 Key Takeaways ๐Ÿ‘‡ - Revenue exceeded forecasts showing a 17% YoY increase - Anticipates reaching EBITDA breakeven by Q4 of FY2026 - New product launches & strategic partnerships are set to drive future growth - Gross margin improvement to 50.7% from 42.6%"
X Link 2025-11-14T15:24Z [---] followers, [---] engagements

"$TWST Q4 Earnings Recent Highlights ๐Ÿ‘‡"
X Link 2025-11-14T15:26Z [---] followers, [---] engagements

"The amount of people in the stock space spreading FUD having wild emotional swings and engagement baiting surprises me. ESPECIALLY in spaces around stocks like $NBIS $IREN and $CRWV Do your own due diligence and cut out the misinformation"
X Link 2025-11-14T20:54Z [---] followers, [---] engagements

"Lots of beginner investors with very high confidence and the use of leverage also. Pretty insane to me $NBIS $IREN $CRWV The amount of people in the stock space spreading FUD having wild emotional swings and engagement baiting surprises me. ESPECIALLY in spaces around stocks like $NBIS $IREN and $CRWV Do your own due diligence and cut out the misinformation. The amount of people in the stock space spreading FUD having wild emotional swings and engagement baiting surprises me. ESPECIALLY in spaces around stocks like $NBIS $IREN and $CRWV Do your own due diligence and cut out the misinformation"
X Link 2025-11-14T20:56Z [---] followers, [---] engagements

"Two Great People You Should Follow (for specific stocks): @mvcinvesting for $NBIS @daardos for $PGY"
X Link 2025-11-16T00:21Z [---] followers, [---] engagements

"@babyfolio Just a reminder $NVDA earnings on Wednesday"
X Link 2025-11-16T18:50Z [---] followers, [---] engagements

"$PGY is so cheap ๐Ÿ˜ฎ"
X Link 2025-11-17T15:31Z [---] followers, [----] engagements

"Lots of talk around $PATH and $LMND Could someone give me a run down on why they are invested in either one"
X Link 2025-11-17T18:07Z [---] followers, [---] engagements

"Everyone raves over hot stocks like $NBIS $OPEN $BMNR $IREN $PATH $LMND and many others. But I see very few mentioning great ETFs that should be the foundation of your portfolio. Here are my favorite 5: ๐Ÿงต"
X Link 2025-11-18T03:49Z [---] followers, [---] engagements

"1. $VOO (Vanguard S&P [---] ETF) - Tracks the S&P [---] Index - The [---] biggest American companies - 5Y return of 87.46% - Dividend yield of 1.15%"
X Link 2025-11-18T03:49Z [---] followers, [---] engagements

"2. $VTI (Vanguard Total Stock Market ETF) - The whole kitchen sink - Holds [----] companies - 5Y return of 78.15% - Dividend yield of 1.14%"
X Link 2025-11-18T03:49Z [---] followers, [---] engagements

"3. $QQQ (Invesco QQQ Trust) - Heavy focus on Big Tech and innovation - Tracks the Nasdaq-100 Index - 5Y return of 107.89% - Dividend yield of 0.47%"
X Link 2025-11-18T03:49Z [---] followers, [---] engagements

"4. $VYM (Vanguard High Dividend Yield ETF) - Focuses on stocks with a history of paying above average dividends - Great for generating portfolio income - 5Y return of 58.84% - Dividend yield of 2.49%"
X Link 2025-11-18T03:49Z [---] followers, [---] engagements

"5. $VUG (Vanguard Growth ETF) - Pure U.S. large-cap growth - A perfect complement to the other Vanguard ETFs - 5Y return of 101.93% - Dividend yield of 0.43%"
X Link 2025-11-18T03:49Z [---] followers, [---] engagements

"Honorable Mentions: - $VIG ( $VYM and $VIG are similar I love both of them) - $SCHD - $ARKK"
X Link 2025-11-18T03:49Z [---] followers, [---] engagements

"๐Ÿšจ $BTC UNDER $90k AND $ETH UNDER $3k ARE YOU BUYING"
X Link 2025-11-18T04:39Z [---] followers, [--] engagements

"$NVDA EARNINGS TOMORROW AFTER CLOSE GET READY"
X Link 2025-11-19T04:36Z [---] followers, [---] engagements

"What do you think about $NVDA earnings ๐Ÿ‘‡ Beat Miss Beat Miss"
X Link 2025-11-19T04:54Z [---] followers, [---] engagements

"@Kajiastic Nothing is guaranteed it isnt free money"
X Link 2025-11-19T17:28Z [---] followers, [--] engagements

"$NVDA Q3 FY26 EARNINGS WEBCAST AT 2:00PM PST"
X Link 2025-11-19T21:06Z [---] followers, [----] engagements

"$NVDA Q3 EARNINGS - REVENUE OF $57.01B VS. $54.92B EST. (BEAT) - EPS OF $1.30 ADJUSTED VS. $1.25 EST. (BEAT) UP 4.5% CURRENTLY ๐ŸŸข"
X Link 2025-11-19T22:02Z [---] followers, [---] engagements

"$NBIS IS CURRENTLY UP 7.5% POST $NVDA EARNINGS ๐Ÿ™Œ"
X Link 2025-11-19T22:05Z [---] followers, [---] engagements

"$NVDA Record revenue of $57.0 billion up 22% from Q2 and up 62% from a year ago Record Data Center revenue of $51.2 billion up 25% from Q2 and up 66% from a year ago"
X Link 2025-11-19T22:08Z [---] followers, [---] engagements

"$NVDA FY2026 OUTLOOK - Revenue expected to be $65.0B plus or minus 2%. - GAAP & non-GAAP gross margins expected to be 74.8% and 75.0% respectively plus or minus [--] basis points. - GAAP & non-GAAP operating expenses expected to be approximately $6.7B and $5.0B respectively"
X Link 2025-11-19T22:10Z [---] followers, [---] engagements

"- GAAP & non-GAAP other income expense expected to be an income of approximately $500 million excluding gains and losses from non-marketable and publicly-held equity securities. - GAAP & non-GAAP tax rates expected to be 17.0% plus or minus 1% excluding any discrete items"
X Link 2025-11-19T22:11Z [---] followers, [--] engagements

"@SCHDETF $VYM and $VIG are safe bets"
X Link 2025-11-20T20:02Z [---] followers, [--] engagements

"Today there was a bearish call option sweep for $NBIS expiring on January [--] [----]. [---] contracts at $140 strike. What's your take on this ๐Ÿ‘€"
X Link 2025-11-22T06:50Z [---] followers, [---] engagements

"@babyfolio Ouch. Thats why I love diversity and risk management. Dont put all your eggs in one basket. On the other hand high risk high reward"
X Link 2025-11-22T19:47Z [---] followers, [--] engagements

"$NBIS Tableaux LLC acquired a new stake of [-----] shares during Q2. Valued at approximately $4.43 million making $NBIS about 0.3% of their portfolio and its 28th largest position"
X Link 2025-11-22T22:14Z [---] followers, [---] engagements

"$NBIS Rockefeller Capital Management L.P. reduced its stake by 58.2% during the 2nd quarter"
X Link 2025-11-22T23:15Z [---] followers, [---] engagements

"If you simply invested in only $SPY or $VOO and did absolutely nothing else You would do better than most people. Just a thought ๐Ÿ˜"
X Link 2025-11-23T08:59Z [---] followers, [---] engagements

"THE ADDITION OF $NBIS TO THE MSCI GLOBAL STANDARD INDEXES WILL TAKE PLACE AS OF THE CLOSE ON MONDAY 11/24/2025"
X Link 2025-11-23T23:26Z [---] followers, 14.1K engagements

"The stock market is closed on Thanksgiving 11/27/2025 and closes early at 1:00 p.m. ET the next day 11/28/2025"
X Link 2025-11-24T07:32Z [---] followers, [--] engagements

"$BTC climbing back to $90k and $ETH to $3k ๐Ÿ‘€ Bull trap or bottom"
X Link 2025-11-24T23:14Z [---] followers, [---] engagements

"$NBIS ON DECEMBER [--] AT 10:55 AM ET MARK BORODITSKY (CRO) AND NEIL DOSHI (VP OF INVESTOR RELATIONS) WILL TAKE PART IN A FIRESIDE CHAT AT THE UBS GLOBAL TECHNOLOGY AND AI CONFERENCE"
X Link 2025-11-25T03:46Z [---] followers, [---] engagements

"@babyfolio Hopefully it will pay off I personally think it will. $NBIS is a great company"
X Link 2025-11-25T06:56Z [---] followers, [---] engagements

"@babyfolio Any opinion on $LMND I might look into it soon"
X Link 2025-11-25T06:58Z [---] followers, [---] engagements

"@babyfolio Ive seen people compare it to $ROOT Going to look into both see which is better ๐Ÿ˜„"
X Link 2025-11-25T07:07Z [---] followers, [---] engagements

"VESTOR CAPITAL LLC TRIMMED ITS STAKE IN $NBIS BY 99.5% IN Q2. THEY NOW OWN [---] SHARES AFTER SELLING [------] SHARES"
X Link 2025-11-25T17:58Z [---] followers, [--] engagements

"$DELL Q3 Earnings Report: - Revenue of $27.01B vs. $27.13B est. (Miss) - Adjusted EPS of $2.57 vs. $2.47 est. (Beat) Expects a big Q4 driven by $9.4B in AI sales"
X Link 2025-11-25T21:27Z [---] followers, [---] engagements

"ON DECEMBER 3-4 $PGY WILL PARTICIPATE IN THE UBS TECHNOLOGY CONFERENCE"
X Link 2025-11-26T18:35Z [---] followers, [---] engagements

"ON DECEMBER [--] $PGY WILL PARTICIPATE IN THE JEFFERIES SPECIALTY FINANCE CROSSOVER CONFERENCE"
X Link 2025-11-26T18:36Z [---] followers, [---] engagements

"$PGY UP 3% CURRENTLY ๐ŸŸข Such an underrated and undervalued stock needs way more attention imo ๐Ÿ’Ž"
X Link 2025-11-28T06:42Z [---] followers, [---] engagements

"@daniel_koss @genZinvest0r How is this a bearish signal Genuinely curious ๐Ÿ˜…๐Ÿง"
X Link 2025-11-28T09:53Z [---] followers, [---] engagements

"$NBIS price targets from TradingView and TipRanks respectively ๐Ÿ‘‡ - TradingView Average PT: $159 - TipRanks Average PT: $164 DO YOU AGREE"
X Link 2025-11-29T04:35Z [---] followers, [---] engagements

"@babyfolio In one sentence its a Tier-1 OSAT that is connected with Apple and Nvidia. Not as flashy as $NBIS or $IREN but I see potential for decent return 2028"
X Link 2025-11-29T18:00Z [---] followers, [---] engagements

"@babyfolio Im also looking at $LMND. My list rn is: $LMND $PATH $FOUR $KRKNF All of these have hype on X I want to see why ๐Ÿ˜„"
X Link 2025-11-29T18:19Z [---] followers, [---] engagements

"@babyfolio What do you like about $KRKNF do you have a thesis I can read"
X Link 2025-11-29T19:12Z [---] followers, [---] engagements

"WHICH ONE OF THESE STOCKS IS YOUR FAVORITE AND WHY ๐Ÿ‘‡ - $NBIS - $IREN - $CIFR - $LMND - $PGY - $DLO - $PATH - $FOUR - $KRKNF LET ME KNOW ๐Ÿ”ฅ"
X Link 2025-11-29T23:23Z [---] followers, [---] engagements

"@RJCcapital @DeepValueBagger @aleabitoreddit @BillAckman @RKGcapital @A_May_MD @alc2022 Would add: @mvcinvesting @babyfolio @meeijer @AlvaroMysterio"
X Link 2025-11-30T01:46Z [---] followers, [---] engagements

"@babyfolio @RJCcapital @DeepValueBagger @aleabitoreddit @BillAckman @RKGcapital @A_May_MD @alc2022 @mvcinvesting @meeijer @AlvaroMysterio Keep it up ๐Ÿ”ฅ"
X Link 2025-11-30T05:35Z [---] followers, [--] engagements

"@babyfolio Do people actually say this ๐Ÿ˜Ÿ"
X Link 2025-11-30T05:36Z [---] followers, [---] engagements

"@babyfolio Sorta like how people think $NBIS $IREN and $CIFR are the same business"
X Link 2025-11-30T05:55Z [---] followers, [---] engagements

"@keeevTESLA @babyfolio You still have to track how they are doing see if your thesis is still intact if the fundamentals or macro has changed. Could also buy puts for insurance against that"
X Link 2025-11-30T17:52Z [---] followers, [--] engagements

"@NetWorthNotes $VOO and chill That will beat mostly everyone ๐ŸŽ‰"
X Link 2025-11-30T17:55Z [---] followers, [--] engagements

"@RJCcapital 30% ytd is great why the hate"
X Link 2025-11-30T18:14Z [---] followers, [----] engagements

"$DLO down 2% currently ๐Ÿ”ด Might scoop up some more shares soon ๐Ÿ‘€"
X Link 2025-12-01T02:24Z [---] followers, [---] engagements

"@mijoeldotor Why do you say $DLO"
X Link 2025-12-01T02:50Z [---] followers, [---] engagements

"Looking forward to $PATH $RBRK $CRWD $CRM $KR What about you ๐Ÿ‘‡"
X Link 2025-12-01T07:31Z [---] followers, [---] engagements

"@babyfolio Can we add the pair: $PGY / $DLO ๐Ÿ‘€"
X Link 2025-12-01T08:17Z [---] followers, [---] engagements

"@SohoNehel Thanks"
X Link 2025-12-01T14:36Z [---] followers, [--] engagements

"$NBIS IS BACK TO $100 ๐ŸŸข"
X Link 2025-12-01T20:47Z [---] followers, [---] engagements

"@YodaStockInvest Did you make a post about your thesis for $KRKNF I've seen others have positive opinions about the stock like @meeijer and would love to see your own perspective"
X Link 2025-12-01T21:16Z [---] followers, [---] engagements

"@babyfolio This aged well for $NBIS https://x.com/RonenHayempour/status/1995595755709780124s=20 $NBIS IS BACK TO $100 ๐ŸŸข https://t.co/ya2yak5hSb https://x.com/RonenHayempour/status/1995595755709780124s=20 $NBIS IS BACK TO $100 ๐ŸŸข https://t.co/ya2yak5hSb"
X Link 2025-12-01T21:47Z [---] followers, [---] engagements

"$NBIS PARTNERSHIP WITH UNION AI ๐ŸŸข This partnership combines Union ais industry-leading AI orchestration platform from the creators of Flyte with Nebius high-performance cloud infrastructure"
X Link 2025-12-01T22:18Z [---] followers, [---] engagements

"@babyfolio Am I the only one that thinks $NBIS gets a good amount of analyst coverage"
X Link 2025-12-02T07:07Z [---] followers, [---] engagements

"@stocktalkweekly I got into $AMKR at $30 would love to know if you are still holding. ๐Ÿ˜"
X Link 2025-12-03T04:24Z [---] followers, [---] engagements

"@NetWorthNotes Ophthalmic (eye care) pharmaceutical company. You can check out @mvcinvesting for more info if you are interested"
X Link 2025-12-03T23:21Z [---] followers, [--] engagements

"$PATH Q4 FY2026 Financial Outlook: - Revenue in the range of $462 million to $467 million - ARR in the range of $1.844 billion to $1.849 billion as of January [--] [----] - Non-GAAP operating income of approximately $140 million"
X Link 2025-12-04T00:36Z [---] followers, [---] engagements

"$PATH Daniel Dines (Founder & CEO):"
X Link 2025-12-04T00:43Z [---] followers, [----] engagements

"$PYPL J.P. Morgan trimmed its financial estimates through [----] and lowered its price target to $70 from $85 ๐Ÿ”ด"
X Link 2025-12-04T17:57Z [---] followers, [----] engagements

"$COST TURNS NEGATIVE FOR THE YEAR AS U.S. SALES TRENDS DECELERATE ๐Ÿ”ด"
X Link 2025-12-04T18:00Z [---] followers, [---] engagements

"@InvestorDenis $PGY is undervalued and underrated imo. Great post ๐Ÿ‘"
X Link 2025-12-04T23:50Z [---] followers, [---] engagements

"$RBRK Q3 FY2026 Earnings: Revenue of $350M vs $321M est. (Beat) EPS of $0.10 vs ($0.17) est. (Beat) GAAP Gross Margin of 80.5% $85.5M Cash Flow from Operations Up 16% after hours"
X Link 2025-12-05T00:35Z [---] followers, [---] engagements

"$RBRK Q4 FY2026 Outlook: Revenue of $341M - $343M Non-GAAP subscription ARR contribution margin of approximately 9% Non-GAAP net loss per share of ($0.12) - ($0.10) Weighted-average shares outstanding of approximately 201M"
X Link 2025-12-05T00:39Z [---] followers, [---] engagements

"$RBRK FY2026 Outlook: Subscription ARR between $1.439B - $1.443B Revenue of $1.280B - $1.282B Non-GAAP net loss per share of ($0.20) to ($0.16) Weighted-average shares outstanding of approximately 197M Free cash flow of $194M - $202M"
X Link 2025-12-05T00:42Z [---] followers, [---] engagements

"$RBRK IS CURRENTLY UP 27% ๐ŸŸข"
X Link 2025-12-05T15:21Z [---] followers, [---] engagements

"On December [--] [----] $PGY plans to file a registration statement on Form S-3SAR to satisfy obligations under a Registration Rights Agreement and to register Class A Ordinary Shares that may be issued upon the exercise of outstanding warrants from its [----] public offering"
X Link 2025-12-05T22:09Z [---] followers, [---] engagements

"@YodaStockInvest For $KRKNF do you mean $4.48"
X Link 2025-12-05T22:13Z [---] followers, [---] engagements

"@YodaStockInvest Ohhhh $KRKNF never hit $6.2. $PNG.V did but isnt it CAD"
X Link 2025-12-06T19:51Z [---] followers, [---] engagements

"@YodaStockInvest Why did you choose $PNG.V over $KRKNF"
X Link 2025-12-06T22:00Z [---] followers, [---] engagements

"@BobbyFinanceX What dividend yield is high for you"
X Link 2025-12-06T22:02Z [---] followers, [--] engagements

"@meeijer I agree with $NBIS and $DLO. No thoughts on the other stocks as I am not that immersed in them. Any opinion on $PGY"
X Link 2025-12-06T22:04Z [---] followers, [---] engagements

"@BobbyFinanceX Wow 36% is extremely high for me. Wouldn't say I have any recommendations"
X Link 2025-12-07T00:15Z [---] followers, [--] engagements

"Does anyone here other than @stocktalkweekly hold $AMKR I haven't seen any talk around it and I think that its deserving of some ๐Ÿ”ฅ"
X Link 2025-12-07T02:05Z [---] followers, [----] engagements

"Market is red but $AMKR is up 3.5% ๐ŸŸข"
X Link 2025-12-08T18:02Z [---] followers, [---] engagements

"@InvestorDenis Since I have a limited word count: Tier [--] OSAT. Hard to replace. Advanced tech. Works with Apple Nvidia Intel AMD Qualcomm TSMC. Operates at forefront of [--] international markets (communications computing automotive and industrial consumer) $7B investment Arizona facility"
X Link 2025-12-09T00:34Z [---] followers, [--] engagements

"@NetWorthNotes So many great ETFs I'd say $VOO and $QQQM"
X Link 2025-12-09T00:35Z [---] followers, [---] engagements

"$DLO BULLISH ๐ŸŸข National Bank PLC signed a remittance service agreement with $DLO aiming to strengthen cross-border remittance services and deliver faster secure and efficient solutions for millions of remittance customers"
X Link 2025-12-10T02:18Z [---] followers, [---] engagements

"Standard Chartered said it now expects $BTC to end the year higher at $100000 A halving of its previous year-end target of $200000 which was issued in June 2024"
X Link 2025-12-10T04:26Z [---] followers, [--] engagements

"@babyfolio Id say $PGY and $DLO are like this also"
X Link 2025-12-10T06:45Z [---] followers, [---] engagements

"$PGY and $DLO are very similar to this imo Dont let short term price action scare you away from great companies $NBIS is currently at a point where the company price action doesn't reflect the underlying business. This means the risk reward is way of the charts. When this trades at $200+ don't call me lucky. When do you think $NBIS will get re-rated $NBIS is currently at a point where the company price action doesn't reflect the underlying business. This means the risk reward is way of the charts. When this trades at $200+ don't call me lucky. When do you think $NBIS will get re-rated"
X Link 2025-12-10T06:46Z [---] followers, [----] engagements

"$AMKR IS CURRENTLY UP 4% ๐ŸŸข"
X Link 2025-12-10T15:10Z [---] followers, [---] engagements

"@thebeingintime Im saying its similar in the way that $PGY s price action doesn't reflect the underlying business like $NBIS"
X Link 2025-12-10T15:12Z [---] followers, [---] engagements

"$PGY closes a $500 million asset-backed securitization (ABS) backed by consumer loans originated on its network This is the EIGHTH FULLY-PREFUNDED PAID deal of [----] BULLISH ๐ŸŸข"
X Link 2025-12-10T15:27Z [---] followers, [---] engagements

"@Kumodong_Li @thebeingintime I can make a post about that soon. For now $PGY (a [--] billion mkt cap company) did this. Just a peek about why they are undervalued imo: $PGY closes a $500 million asset-backed securitization (ABS) backed by consumer loans originated on its network This is the EIGHTH FULLY-PREFUNDED PAID deal of [----] BULLISH ๐ŸŸข https://t.co/9wuHIXrCg0 $PGY closes a $500 million asset-backed securitization (ABS) backed by consumer loans originated on its network This is the EIGHTH FULLY-PREFUNDED PAID deal of [----] BULLISH ๐ŸŸข https://t.co/9wuHIXrCg0"
X Link 2025-12-10T15:31Z [---] followers, [---] engagements

"@InvestorDenis I wonder if you love $FLNC or $PGY more"
X Link 2025-12-11T04:08Z [---] followers, [---] engagements

"I would STRONGLY recommend everyone to read the 10Ks of the companies they are invested in (before and during investment) Due diligence is very important especially SEC filings. Do you agree I have a confession to make: Ive never read a single 10K from a company Ive invested in. I have a confession to make: Ive never read a single 10K from a company Ive invested in"
X Link 2025-12-11T05:05Z [---] followers, [--] engagements

"Truist Securities changed its rating for $DLO from Hold to Buy and its price target increased to $16 from $15. BULLISH ๐ŸŸข"
X Link 2025-12-11T15:31Z [---] followers, [---] engagements

"@jrouldz Are you long on quantum"
X Link 2025-12-11T23:30Z [---] followers, [--] engagements

"Great post explaining $PGY business model ๐Ÿ‘‡ $PGY Business Model is very simple 1) Jane applies for a loan. 2) Bank rejects the loan. 3) The Bank sends the application to $PGY 4) $PGY AI reviews the application 5) If approved Jane gets the loan 6) The money is sent through the Bank 7) But the loan is funded by credit https://t.co/H6wG1VPrmf $PGY Business Model is very simple 1) Jane applies for a loan. 2) Bank rejects the loan. 3) The Bank sends the application to $PGY 4) $PGY AI reviews the application 5) If approved Jane gets the loan 6) The money is sent through the Bank 7) But the loan is"
X Link 2025-12-11T23:38Z [---] followers, [---] engagements

"@SixSigmaCapital @mvcinvesting has been on $HROW"
X Link 2025-12-12T00:16Z [---] followers, [---] engagements

"Red across the board ๐Ÿ”ด $AMKR $NBIS $PGY $DLO $RKLB $HROW $KRKNF"
X Link 2025-12-12T17:21Z [---] followers, [---] engagements

"Great time to buy $NBIS and $PGY on this dip Not financial advice"
X Link 2025-12-12T20:40Z [---] followers, [----] engagements

"@accounting_ds @babyfolio The goal of hedge funds is not to beat SPY on the year. Or even in general"
X Link 2025-12-14T18:39Z [---] followers, [--] engagements

"$GM HAS CUT A DEAL WITH $AAPL TO BRING THE APPLE MUSIC APP INTO CHEVROLET AND CADILLAC MODELS"
X Link 2025-12-15T21:24Z [---] followers, [---] engagements

"$F TO TAKE $19.5B IN CHARGES TIED TO SWEEPING EV UNWIND"
X Link 2025-12-15T21:25Z [---] followers, [---] engagements

"$DLO ANNOUNCES NEW PARTNERSHIP WITH CONVERA This will streamline and scale its local payout capabilities in key emerging markets They will also streamline global supplier disbursements payroll and vendor payments by enabling cost-effective compliant cross-border transactions"
X Link 2025-12-16T16:58Z [---] followers, [---] engagements

"David Teirney VP of Convera: Partnering with $DLO aligns with our mission to make global business payments simple smart and secure to help our customers grow with confidence"
X Link 2025-12-16T17:01Z [---] followers, [--] engagements

"David Teirney VP of Convera: By leveraging $DLO robust infrastructure and deep market knowledge we empower our customers to accelerate payment processing reduce transaction costs and achieve greater predictability when operating in emerging markets"
X Link 2025-12-16T17:02Z [---] followers, [--] engagements

"$DLO Agustin Botta (Head of EMEA): By combining our local expertise with Convera we enable faster more reliable & fully compliant supplier & vendor payouts. This helps companies reduce costs improve cash flow predictability & expand seamlessly. BULLISH ๐ŸŸข"
X Link 2025-12-16T17:05Z [---] followers, [---] engagements

"@Corisco38 @stocktalkweekly @stocktalkweekly would never betray $AMKR haha Dont get married to stocks though if your thesis/fundamentals changes you should sell"
X Link 2025-12-17T05:49Z [---] followers, [---] engagements

"@mvcinvesting I wonder if it will even be close to a $750B valuation ๐Ÿง"
X Link 2025-12-18T00:42Z [---] followers, [---] engagements

"$PGY IS CURRENTLY UP 8% ๐ŸŸข"
X Link 2025-12-18T15:17Z [---] followers, [---] engagements

"$PGY HAS PARTNERED WITH ACHIEVE TO EXPAND CONSUMERS' ACCESS TO PERSONAL LOANS ACHIEVE WILL INTEGRATE $PGY TECHNOLOGY AND JOIN THE NETWORK OF OTHER PARTNERS BULLISH ๐ŸŸข"
X Link 2025-12-18T20:55Z [---] followers, [---] engagements

"$NBIS UP 14% ๐ŸŸข"
X Link 2025-12-19T19:30Z [---] followers, [--] engagements

"$RKLB UP 17% AND $4 OFF ATHs"
X Link 2025-12-19T19:33Z [---] followers, [--] engagements

"@BobbyFinanceX Why did you buy in the first place"
X Link 2025-12-19T21:58Z [---] followers, [--] engagements

"@BobbyFinanceX Great learning moment to not FOMO"
X Link 2025-12-19T22:06Z [---] followers, [--] engagements

"@BobbyFinanceX Do you have a post sharing your short position"
X Link 2025-12-19T22:57Z [---] followers, [--] engagements

"@BobbyFinanceX Should you what make a post sharing your position Imo yes shows credibility. Initiate a short position I don't know I have no opinion $PLTR. I'm just asking if you have put your money where your mouth is. (No hate)"
X Link 2025-12-20T01:28Z [---] followers, [--] engagements

"@BobbyFinanceX @WheelieInvestor Ah didn't see that my bad. I still wonder if he made a post about his position ๐Ÿง"
X Link 2025-12-20T01:34Z [---] followers, [--] engagements

"After this tweet $NBIS dropped to $75 and then shot back up to $90 So bad timing on my part however you would still be up if you bought. Great time to buy $NBIS and $PGY on this dip Not financial advice https://t.co/290k6oOQV2 Great time to buy $NBIS and $PGY on this dip Not financial advice https://t.co/290k6oOQV2"
X Link 2025-12-20T02:34Z [---] followers, [---] engagements

"@Venu_7_ Is it $INCY ๐Ÿ˜„"
X Link 2025-12-20T22:29Z [---] followers, [---] engagements

"Has the Santa Claus rally begun Yes No Results Yes No Results"
X Link 2025-12-20T23:16Z [---] followers, [--] engagements

"Which Portfolio Are You Picking ๐Ÿ‘‡ Group A: - $GOOGL - $PGY - $HROW - $RKLB Group B: - $NVDA - $IREN - $NBIS - $KRKNF"
X Link 2025-12-21T00:10Z [---] followers, [---] engagements

"$TSLA Throwback to this from Elon Musk:"
X Link 2025-12-21T03:38Z [---] followers, [---] engagements

"Almost every major Wall Street bank slashed its $SPX outlook in reaction to the Trump administrations tariff program in [----] and then raised it after it was relaxed. What a giant V"
X Link 2025-12-21T17:43Z [---] followers, [---] engagements

"$NBIS plans to conduct an open house Jan. [--] in Independence. The Independence City Planning Commission meets Jan. [--] with the expectation that the data-center project will appear Jan. [--] on the full City Council docket"
X Link 2025-12-22T19:34Z [---] followers, [---] engagements

"$DLO COMPLETED ITS TRANSITION TO A NINE-PERSON MAJORITY INDEPENDENT BOARD APPOINTED PACO YBARRA AND NELSON MATTOS AS INDEPENDENT DIRECTORS"
X Link 2025-12-23T20:31Z [---] followers, [---] engagements

"@YodaStockInvest Disagree with that last statement. Personally I dont think you need to fully understand the ins and outs of the giants such as $AAPL $GOOGL $MSFT $AMZN. Thats [--] right there. Also 99.9% of people should only invest in $VOO and $QQQM. They will do great just from that"
X Link 2025-12-23T21:27Z [---] followers, [---] engagements

"4 Great Stocks for [----] ๐Ÿ‘‡ - $NBIS - $AMKR - $PGY - $DLO What would you add"
X Link 2025-12-24T08:48Z [---] followers, [---] engagements

"Everyone is obsessed with: $NBIS $IREN $PATH $LMND $HIMS $HOOD $ROOT $ZETA Whats a stock that you LOVE that is not talked about"
X Link 2025-12-24T18:32Z [---] followers, [---] engagements

""Everyone is a genius in a bull market" I can't wait to see FinX during a bear market ๐Ÿ‘€"
X Link 2025-12-25T01:55Z [---] followers, [--] engagements

"@Gubloinvestor Sounds interesting I'm going to take a look at it"
X Link 2025-12-25T03:33Z [---] followers, [---] engagements

"@Gubloinvestor $ZETA"
X Link 2025-12-25T04:36Z [---] followers, [--] engagements

"@RickAndersenB Looking forward to checking it out ๐Ÿ‘€๐Ÿ”ฅ"
X Link 2025-12-25T22:17Z [---] followers, [--] engagements

"@RickAndersenB $ASTS is a big one I have $RKLB instead Lots of hype around $KRKNF $SEZL is also on my list to analyze I love $PGY ๐Ÿค™ $DCTH is interesting I know someone X that recently invested in them ๐Ÿ˜"
X Link 2025-12-25T23:15Z [---] followers, [---] engagements

"@Venu_7_ $AMKR $NBIS $RKLB ๐Ÿ‘๐Ÿ”ฅ"
X Link 2025-12-26T03:48Z [---] followers, [---] engagements

"$ZETA HIT $20 AND IS UP 5.5% ๐ŸŸข"
X Link 2025-12-26T17:58Z [---] followers, [---] engagements

"@SergeyCYW Add in $AMKR ๐Ÿ™‚"
X Link 2025-12-27T10:06Z [---] followers, [--] engagements

"$NOW has spent $12B in [----] on acquisitions and investments Down 27% YTD Wall Street is unhappy and investors are concerned that $NOW is relying on acquisitions to boost slowing revenue growth"
X Link 2025-12-28T07:58Z [---] followers, [---] engagements

"Any $SOFI bulls have a thesis I can read"
X Link 2025-12-29T01:03Z [---] followers, [--] engagements

"@YodaStockInvest I know you love $SOFI do you have a thesis posted If so can you send the link Thanks"
X Link 2025-12-29T01:04Z [---] followers, [--] engagements

"BlackBerry is a great movie would recommend ๐Ÿ‘ ๐Ÿ“บ [--] must-watch movies & series about real public companies ambition power chaos & lessons ๐Ÿ‘‡ [--] $BB How BlackBerry went from smartphone king to losing everything ๐Ÿ“‰ https://t.co/zJNzBtC7Dc ๐Ÿ“บ [--] must-watch movies & series about real public companies ambition power chaos & lessons ๐Ÿ‘‡ [--] $BB How BlackBerry went from smartphone king to losing everything ๐Ÿ“‰ https://t.co/zJNzBtC7Dc"
X Link 2025-12-29T03:08Z [---] followers, [---] engagements

"@YodaStockInvest For future reference click the share button. Click copy link and paste it"
X Link 2025-12-29T03:13Z [---] followers, [--] engagements

"$DLO is currently ๐ŸŸข Everything red overnight why Everything red overnight why"
X Link 2025-12-29T05:15Z [---] followers, [---] engagements

"TB Alternative Assets Ltd. grew its position of $NBIS by 2370.8% in Q3 TB owned [------] shares after buying an additional [------] shares $NBIS accounts for 1.8% of TB's investment portfolio (its 16th largest holding) worth around $11.845M"
X Link 2025-12-30T05:39Z [---] followers, [---] engagements

"Tomorrow is the last day that Warren Buffet will be CEO of $BRK.B $BRK.A After [--] years he is stepping down and Greg Abel will become CEO"
X Link 2025-12-31T00:48Z [---] followers, [---] engagements

"Happy to see $AMKR in there I feel like it gets no love ๐Ÿ˜ The last Substack for the year is out: [----] Portfolio Updates & Ideas This is a long one and goes deep into my personal portfolio management philosophy ideas I have for [----] sectors/names I'm interested in even if I haven't bought yet actual core positions for next year https://t.co/oTRXlDZFai The last Substack for the year is out: [----] Portfolio Updates & Ideas This is a long one and goes deep into my personal portfolio management philosophy ideas I have for [----] sectors/names I'm interested in even if I haven't bought yet actual"
X Link 2025-12-31T07:40Z [---] followers, [---] engagements

"$NBIS UP 2% IN OVERNIGHT ๐ŸŸข"
X Link 2026-01-02T04:44Z [---] followers, [---] engagements

"$DLO UP 2% IN OVERNIGHT ๐ŸŸข"
X Link 2026-01-02T04:44Z [---] followers, [---] engagements

"$AMKR UP 2% IN OVERNIGHT ๐ŸŸข"
X Link 2026-01-02T04:44Z [---] followers, [---] engagements

"+5% GREEN ๐ŸŸข $AMKR $NBIS $PGY"
X Link 2026-01-02T18:12Z [---] followers, [---] engagements

"$PGY price target lowered to $35 from $38 by Keefe Bruyette Kept the Outperform rating"
X Link 2026-01-02T18:41Z [---] followers, [---] engagements

"@commonsenseplay I wonder what the odds are that it happens on Kalshi or Polymarket ๐Ÿค”"
X Link 2026-01-03T07:34Z [---] followers, [--] engagements

"Venezuelan opposition leader Mara Corina Machado told CBS News in mid-December she was "absolutely" supportive of President Trump's strategy in the country"
X Link 2026-01-03T08:48Z [---] followers, [--] engagements

"Venezuelan Defense Minister Vladimir Padrino Lpez announced a deployment of military forces across the country"
X Link 2026-01-03T10:01Z [---] followers, [---] engagements

"Venezuelan Vice President Delcy Rodriguez issued a demand for proof of life and the location of the country's President Nicols Maduro. His remarks came soon after President Trump said Maduro had been captured and flown out of Venezuela"
X Link 2026-01-03T10:17Z [---] followers, [---] engagements

"@WheelieInvestor Arent you short $PLTR"
X Link 2026-01-03T20:28Z [---] followers, [---] engagements

"@WheelieInvestor Did you close the position because of the uprising conflicts You were posting about how a $PLTR short is the most obvious play that will print millionaires. But times change"
X Link 2026-01-03T20:33Z [---] followers, [--] engagements

"$CVX UP 11% ๐ŸŸข $XOM UP 6% ๐ŸŸข BOTH BECAUSE OF VENEZUELA"
X Link 2026-01-05T01:37Z [---] followers, [---] engagements

"@CruBuzzard @moninvestor @jrouldz What is your reasoning that $ZETA will underperform"
X Link 2026-01-05T06:13Z [---] followers, [---] engagements

"THE FINALIZED r/wallstreetbets LIST OF STOCKS FOR 2026: [--]. $ASTS [--]. $RKLB [--]. $GOOGL [--]. $AMZN [--]. $NBIS [--]. $RDDT [--]. $MU [--]. $IREN [--]. $TSLA [--]. $PLTR DO YOU OWN ANY"
X Link 2026-01-05T07:35Z [---] followers, [---] engagements

"$AMKR IS UP 11% ๐ŸŸข"
X Link 2026-01-05T19:06Z [---] followers, [---] engagements

"$AMKR is up 17% since this article was posted ๐ŸŸข Just something to think about ๐Ÿ˜"
X Link 2026-01-05T22:30Z [---] followers, [---] engagements

"$NBIS WILL NOW DEPLOY THE $NVDA RUBIN PLATFORM THROUGH THEIR AI CLOUD & TOKEN FACTORY STARTING H2 [----] $NBIS WILL BE AMONG THE FIRST AI CLOUD PROVIDERS TO OFFER $NVDA VERA RUBIN NVL72"
X Link 2026-01-05T23:31Z [---] followers, [---] engagements

"$AMKR PASSED $51 UP 6% ๐ŸŸข"
X Link 2026-01-06T18:26Z [---] followers, [--] engagements

"DISCORD HAS FILED CONFIDENTIALLY FOR AN IPO WORKING WITH GOLDMAN SACHS $GS AND JP MORGAN $JPM"
X Link 2026-01-07T02:02Z [---] followers, [--] engagements

"$AMKR I love to see it ๐Ÿ”ฅ All these stocks hit new [--] WEEK HIGHS at some point today Eli Lilly $LLY Micron $MU Intel $INTC Fedex $FDX United Airlines $UAL Raytheon $RTX Merck $MRK Amkor $AMKR MongoDB $MDB Palnet Labs $PL AstraZeneca $AZN Biogen $BIIB Ciena $CIEN Compass $COMP $CRH Charles River $CRL All these stocks hit new [--] WEEK HIGHS at some point today Eli Lilly $LLY Micron $MU Intel $INTC Fedex $FDX United Airlines $UAL Raytheon $RTX Merck $MRK Amkor $AMKR MongoDB $MDB Palnet Labs $PL AstraZeneca $AZN Biogen $BIIB Ciena $CIEN Compass $COMP $CRH Charles River $CRL"
X Link 2026-01-08T03:52Z [---] followers, [---] engagements

"$PGY Q4 FY2025 EARNINGS IS ON FEBRUARY [--] [----] AND THE CONFERENCE CALL IS ON THE SAME DAY AT 8:30 AM ET"
X Link 2026-01-08T20:41Z [---] followers, [---] engagements

"$AMZN is planning a [------] sq ft store selling groceries and general merchandise in the Chicago area. Taking the big-box store model from $WMT and $TGT"
X Link 2026-01-09T20:02Z [---] followers, [---] engagements

"$VLN IS UP 70% TODAY ๐ŸŸข๐Ÿš€ @Gubloinvestor must be so happy"
X Link 2026-01-09T20:07Z [---] followers, [----] engagements

"@aincomeinvestor $BIL ๐Ÿ‘"
X Link 2026-01-09T23:29Z [---] followers, [--] engagements

"@HyperTechInvest I see $AMKR ๐Ÿ˜"
X Link 2026-01-10T02:57Z [---] followers, [--] engagements

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@RonenHayempour
/creator/twitter::RonenHayempour