#  @TeleHInvesting Nick Moss Nick Moss posts on X about $hims, $lfmd, $lyft, lyft the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1906107801904324608/interactions)  - [--] Week [-----] +72% - [--] Month [------] +7% - [--] Months [------] -52% ### Mentions: [--] [#](/creator/twitter::1906107801904324608/posts_active)  - [--] Week [--] +138% - [--] Month [--] +45% - [--] Months [---] -30% - [--] Year [---] +41,500% ### Followers: [---] [#](/creator/twitter::1906107801904324608/followers)  - [--] Week [---] +1.80% - [--] Month [---] +4.10% - [--] Months [---] +23% ### CreatorRank: [---------] [#](/creator/twitter::1906107801904324608/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 60% [finance](/list/finance) 41% [technology brands](/list/technology-brands) 17% [cryptocurrencies](/list/cryptocurrencies) 5% [automotive brands](/list/automotive-brands) 2% [countries](/list/countries) 2% [currencies](/list/currencies) 1% [celebrities](/list/celebrities) 1% [financial services](/list/financial-services) 1% **Social topic influence** [$hims](/topic/$hims) #271, [$lfmd](/topic/$lfmd) #3, [$lyft](/topic/$lyft) #26, [lyft](/topic/lyft) #176, [in the](/topic/in-the) 12%, [$nvo](/topic/$nvo) #121, [market](/topic/market) 9%, [company](/topic/company) 8%, [we are](/topic/we-are) 7%, [$lly](/topic/$lly) 7% **Top accounts mentioned or mentioned by** [@valuenotdeadyet](/creator/undefined) [@amitisinvesting](/creator/undefined) [@holysmokas](/creator/undefined) [@paulcerro](/creator/undefined) [@financedave1](/creator/undefined) [@harisvromas](/creator/undefined) [@yodastockinvest](/creator/undefined) [@dividenddudex](/creator/undefined) [@leaptrader](/creator/undefined) [@jakeallen3](/creator/undefined) [@wearycenturion](/creator/undefined) [@gubloinvestor](/creator/undefined) [@thelapurchaser](/creator/undefined) [@himshouse](/creator/undefined) [@grok](/creator/undefined) [@mmmtwealth](/creator/undefined) [@mvcinvesting](/creator/undefined) [@funofinvesting](/creator/undefined) [@endicottinvests](/creator/undefined) [@ashton1nvests](/creator/undefined) **Top assets mentioned** [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/$tsla) [WW International, Inc. Common Stock (WW)](/topic/$ww) [PancakeSwap (CAKE)](/topic/$cake) [Omada Health, Inc (OMDA)](/topic/$omda) [ODDITY Tech Ltd (ODD)](/topic/$odd) ### Top Social Posts Top posts by engagements in the last [--] hours "I added shares in after hours on $LYFT. I exited my position completely in Jan [----] as that was my options expiration date on my LEAPS (250% gain). Why did I add in after hours You are seeing a shift from predominately quant funds to stable/high quality investment funds as the top holders. Not to mention $LYFT authorized an additional [--] bil buyback which will give us a nice backstop. This was initiated in the wheel portfolio and will be selling puts tomorrow morning. Cheers https://twitter.com/i/web/status/2021380966766530624 https://twitter.com/i/web/status/2021380966766530624" [X Link](https://x.com/TeleHInvesting/status/2021380966766530624) 2026-02-11T00:29Z [---] followers, [----] engagements "As numbers keep coming out reference $NVO oral wegovy ramp it is interesting modeling the impact it could have on $LFMD. Q4 is going to be the worst quarter Y/Y but all that matters is that Q1/2026 guide. Ps. If Retatrudide is the "Wegovy killer" that everyone says it will be. that will always be coming to $LFMD https://twitter.com/i/web/status/2021809742197457180 https://twitter.com/i/web/status/2021809742197457180" [X Link](https://x.com/TeleHInvesting/status/2021809742197457180) 2026-02-12T04:53Z [---] followers, [---] engagements "Nuveen LLC reduces $LFMD stake by 92.5% 1.2m shares sold in Q4" [X Link](https://x.com/TeleHInvesting/status/2021982452882002117) 2026-02-12T16:19Z [---] followers, [---] engagements "Portfolio update: 15%- Initiated $HIMS (Shares + Sold Puts) 65% - $LFMD (LEAPS + Shares + Sold Puts) 20% - Cash Eyeing $OMDA & $TDOC. Still believe $LFMD has the most upside on a risk adjusted basis. The portfolio is about to be 100% Telehealth again" [X Link](https://x.com/TeleHInvesting/status/2014029231815311848) 2026-01-21T17:36Z [---] followers, [---] engagements "Top [--] $LFMD catalysts Im watching after the CEO interview: [--]. [----] compounding enforcement. Tailwind if youre aligned with Lilly/Novo not fighting them. [--]. Medicare goes live in Q1 [----]. Big unlock for legitimacy volume and durability. [--]. Insurance ramp. Theyre already doing hundreds of insurance-based consults. Platform maturation. [--]. Enterprise channel finally starting. First [--] employers signed. Building a real enterprise team early [----]. [--]. 503A compounding license for personalized therapies (not GLP-1). CEO said this becomes meaningful in [----]. [--]. Branded GLP-1 transition noise clears." [X Link](https://x.com/TeleHInvesting/status/2018467693540884985) 2026-02-02T23:32Z [---] followers, [----] engagements "$LFMD - The customer is speaking App ratings: IOS: 4.9/5 (13K reviews) Android: 4.7/5 (3.5K reviews) PS. [--] debt 45m cash / 140m mkt cap 20% growth FCF positive 87% Gross Margins" [X Link](https://x.com/TeleHInvesting/status/2019549735926083824) 2026-02-05T23:12Z [---] followers, [----] engagements "@weary_centurion $ODD is a top [--] on my list of stocks to buy. Love the move and well played sir" [X Link](https://x.com/TeleHInvesting/status/2019845827850854432) 2026-02-06T18:49Z [---] followers, [---] engagements "The potential parking ticket $HIMS could pay would still be cheaper than the marketing they would need to spend for this much publicity" [X Link](https://x.com/TeleHInvesting/status/2020374571355107837) 2026-02-08T05:50Z [---] followers, [---] engagements "@Gubloinvestor One can only hope 🙏 Give me $HIMS under $10 and I will not own any other stock" [X Link](https://x.com/TeleHInvesting/status/2020632599685976506) 2026-02-08T22:55Z [---] followers, [---] engagements "@ValueNotDeadYet @TheLAPurchaser Agreed What i havent been able to figure out was the easter egg Justin mentioned in his last interview. He said Q1 they would announce a partnership for bloodwork. They already have partnerships with labcorp and Quest. I wonder who it could be 🤔" [X Link](https://x.com/TeleHInvesting/status/2020722750000972003) 2026-02-09T04:53Z [---] followers, [--] engagements "$TSLA spent a decade fighting regulators and entrenched interests while disrupting one heavily lobbied industry (auto/energy). $HIMS isnt just challenging one. its going after pharmaceuticals and the healthcare access model simultaneously the number [--] & [--] (Big Pharma/Insurance) most lobbied industries in the United States. Odds are not in their favor but they rarely are when you are disrupting the status quo. https://twitter.com/i/web/status/2021021763665264876 https://twitter.com/i/web/status/2021021763665264876" [X Link](https://x.com/TeleHInvesting/status/2021021763665264876) 2026-02-10T00:41Z [---] followers, [---] engagements "Paul deserves his victory laps and was spot on. That being said. this is now equivalent to $HIMS to $100 crowd. $HIMS to $0 is just not happening. It's crazy to me that people are still in denial of $HIMS downside I literally made all my past work free( since you didn't think it was worth paying for before) so you can see just how screwed this company is and it shows with data and evidence that it was a ticking time It's crazy to me that people are still in denial of $HIMS downside I literally made all my past work free( since you didn't think it was worth paying for before) so you can see" [X Link](https://x.com/TeleHInvesting/status/2021258148703764508) 2026-02-10T16:21Z [---] followers, [----] engagements "@paulcerro Fair you had me fooled with the rhetoric. 😅 You are implying we have much lower to go. Given the inherent risk what would you deem fair value" [X Link](https://x.com/TeleHInvesting/status/2021269770545340651) 2026-02-10T17:07Z [---] followers, [---] engagements "@paulcerro I appreciate it Paul Based on Fridays close (assuming regular hours) we are looking at $4.50. Though we have a divergence on fair value I am hoping that you are right" [X Link](https://x.com/TeleHInvesting/status/2021272490488574143) 2026-02-10T17:18Z [---] followers, [--] engagements "How do you play the oral GLP1 gold rush from an investing standpoint We have established that this launch is roughly 3X the size of the Wegovy shot and a staggering 90% is cash pay. $NVO (168.8b Mkt Cap) - Though this has been an amazing launch $NVO receives less revenue per prescription in this cash pay model. They are hoping to make this up in volume but remains to be seen. $WW (234m Mkt Cap) - Trading at just .35 P/S $WW will be one of the largest beneficiaries given their market cap. Negative from a fundamental perspective: 465m long term debt & 700m in Goodwill and Intangible assets" [X Link](https://x.com/TeleHInvesting/status/2021280296503738866) 2026-02-10T17:49Z [---] followers, [---] engagements "These are not $LFMD numbers Apologies if this was confusing. This is data that has been shared by $NVO. As an investor the speculation now begins on where the consumer is utilizing the cash pay method. We should have clarity on next earnings call if there is traction for $LFMD https://twitter.com/i/web/status/2021281392131441131 https://twitter.com/i/web/status/2021281392131441131" [X Link](https://x.com/TeleHInvesting/status/2021281392131441131) 2026-02-10T17:53Z [---] followers, [---] engagements "$LFMD in the 2's and I am taking full advantage this morning. Largest position I have ever had in a stock" [X Link](https://x.com/TeleHInvesting/status/2021975231305592840) 2026-02-12T15:50Z [---] followers, [---] engagements "@harisvromas I have done enough research that this price action does not scare me in the slightest. I am okay being wrong on this one but it is hard to be completely wrong given the balance sheet of $LFMD. Hopefully we are partying later this year" [X Link](https://x.com/TeleHInvesting/status/2022001494304891368) 2026-02-12T17:34Z [---] followers, [---] engagements "This is definitely something on my radar. Just because price drops does not mean LEAPs are cheap. I am hoping for an IV crush in the 12-13 range and then I would jump on it. So many opportunities in the market right now and $LYFT and $UBER will continue to have a negative headline cycle with $TSLA and Waymo news. That being said. $LYFT is way too cheap. Cheers YAP https://twitter.com/i/web/status/2022002075383803997 https://twitter.com/i/web/status/2022002075383803997" [X Link](https://x.com/TeleHInvesting/status/2022002075383803997) 2026-02-12T17:37Z [---] followers, [---] engagements "At this rate we will own the entire float 😅. They need to get those preferred shares off the book but after that I would love to see some sort of a buyback. Just give us investors some sort of sign you believe your stock is cheap. We should have all our answers this next earnings call" [X Link](https://x.com/TeleHInvesting/status/2022032239362715800) 2026-02-12T19:37Z [---] followers, [--] engagements "It is hard to tell with the way the macro is in the markets currently. Here is my gameplan: - Add aggressively going into Q4 earnings. - Q4 should be their worst quarter Y/Y (hoping I am wrong here) but it will all come down to the guide. They will have 70% of Q1 data so the Q1 guide should be pretty accurate. - If they guide poorly I will not add to my position after Q4 earnings. - If there is no traction reference Novo oral launch come Q2 earnings I will start reducing exposure to $LFMD. They are in a perfect position to capture some of that demand. If the are not capturing any. that will" [X Link](https://x.com/TeleHInvesting/status/2022043409813479926) 2026-02-12T20:21Z [---] followers, [--] engagements "@ValueNotDeadYet @FinanceDave1 It is wishful thinking but this was the last thing he said when asked about it I know it is silly cheap right now so lets see. I mean its not out of the realm of possibility. Um its just not what Im focused on. Stock was in the mid 3's when asked this" [X Link](https://x.com/TeleHInvesting/status/2022093597940863089) 2026-02-12T23:40Z [---] followers, [--] engagements "@ValueNotDeadYet @FinanceDave1 Completely agree I am just being a greedy bagholder 😅 I cannot wait until we have these compounded GLP1 quarter comps behind us to see true ROAS and CAC. My biggest concern is their effectiveness of ad spend. For all of $HIMS faults they are world class marketers" [X Link](https://x.com/TeleHInvesting/status/2022100159531012491) 2026-02-13T00:07Z [---] followers, [---] engagements "Completely agree This was a Q4 filing so it could be several months that they have sold out now. There are various reasons they may have sold out. Some of these funds have stipulations for holding stocks under $5 and have certain risk mitigation thresholds they adhere to. All I am saying is I see definitely bought some of the shares they sold 😅 https://twitter.com/i/web/status/2022163232568619332 https://twitter.com/i/web/status/2022163232568619332" [X Link](https://x.com/TeleHInvesting/status/2022163232568619332) 2026-02-13T04:17Z [---] followers, [--] engagements "$HIMS has now held above $50 for [--] trading days. We often obsess over intraday swings but the bigger picture matters more: 63M shares short [--] days holding firm above $50 Bullish expansion into Europe +115% YTD Shorts keep doubling down as their thesis crumbles This isnt a question of if its when. Longs have the cards. Dont fold. Eyes on the prize" [X Link](https://x.com/TeleHInvesting/status/1930298857747034526) 2025-06-04T16:21Z [---] followers, [---] engagements "$HIMS Dark Pools 6/6/2025 - 89% Bullish Apparently I am not the only one feeling bullish" [X Link](https://x.com/TeleHInvesting/status/1931028496677261404) 2025-06-06T16:40Z [---] followers, [----] engagements "@himshouse $LLY is nearly an [---] bil company. They seem to be very worried about what a [--] bil company is doing. That in itself should tell you everything" [X Link](https://x.com/TeleHInvesting/status/1932509057602162975) 2025-06-10T18:43Z [---] followers, [----] engagements "I am very torn on this. I am not a fan of big pharma in the slightest but I do not like the precedence this would set for patent law. $HIMS has most likely weighed what a lawsuit would look like from $NOVO and decided it was worth it to still compound. $HIMS is struggling with incredibly hard [----] comps and have yet to launch the next vertical. There will be a massive growth scare if they stopped compounding in my opinion. This is not a thesis breaker for me. I love that they are taking on big pharma but infringing on patent law with a gray area loophole is not the way. The consumer is" [X Link](https://x.com/TeleHInvesting/status/1937650861934805331) 2025-06-24T23:15Z [---] followers, [----] engagements "$Lyft just crushed it: Record rides [-----] M (+14% YoY) Active riders [----] M (+10% YoY) Gross bookings hit $4.5 B (+12% YoY) Revenue of $1.59 B (+11% YoY) Adjusted EBITDA of $129.4 M (+26% YoY) Free cash flow of $329.4 M (+28% YoY) Repurchased [----] M shares for $200 M driving share count down QoQ Trading at just [---] P/FCF Net income of $40.3 M (up 704% YoY) Efficiency + growth + global expansion (FreeNow acquisition Baidu & United partnerships) = true inflection point I cant get enough shares 🚀" [X Link](https://x.com/TeleHInvesting/status/1953923575263769066) 2025-08-08T20:57Z [---] followers, [---] engagements "Interesting note on $TDOC I was recently onboarding for a new role and I found it interesting when it came to the healthcare portion. $TDOC was bolded everywhere on the handout and the HR representative stated: "If you are sick for more than [--] days in a row we require you to have a $TDOC consultation. They will send the company a note" This policy started in [----]. https://twitter.com/i/web/status/2021305814288642376 https://twitter.com/i/web/status/2021305814288642376" [X Link](https://x.com/TeleHInvesting/status/2021305814288642376) 2026-02-10T19:30Z [---] followers, [---] engagements "Agreed. Thinking Q4 could be bad with all the headwinds. Really hoping for 45m with a Q1 guide for 48m. Justin needs to flip the script and restore investor confidence in the guide. If they guide 48m I would expect closer to 50m. If that happened I think we are $5+ and not looking back https://twitter.com/i/web/status/2023457168020959629 https://twitter.com/i/web/status/2023457168020959629" [X Link](https://x.com/TeleHInvesting/status/2023457168020959629) 2026-02-16T17:59Z [---] followers, [--] engagements "@YodaStockInvest Looks like the $LFMD investors were able to let you know. Some things to note: - [--] of [--] companies that have both $LLY and $NVO partnerships. Just launched oral wegovy - Debt free - 50m cash - 180m market cap - roughly 20% growth" [X Link](https://x.com/TeleHInvesting/status/2012559901147517296) 2026-01-17T16:17Z [---] followers, [---] engagements "@FinanceDave1 @YodaStockInvest Correct I was already adding the 23m that they got at close with an additional potential 20m on earnings out. Hopefully we see a boosted guide with the oral wegovy. 🙏" [X Link](https://x.com/TeleHInvesting/status/2012629650699153648) 2026-01-17T20:54Z [---] followers, [--] engagements "I have [--] concerns about profitability. The company became debt free with organic free cash flow. The company put 45m cash on the balance sheet with organic cash flows. When you look at marketing as a percentage of revenue they have been gaining operating efficiency. You are referring to Q2 when they had compounded GLP1's pulled from them. I think they played this nicely but it did have repercussions. All that marketing they spent prior received very little return. The elimination of their debt adds 2.1m annually to net income as that is what they were paying on debt. When you start at an 87%" [X Link](https://x.com/TeleHInvesting/status/2014543997365321812) 2026-01-23T03:41Z [---] followers, [--] engagements "$LYFT the end of a Saga (Will reload if we see sub $18 and am already selling puts in the wheeling portfolio.) At the end of the year I like to reflect on what could have went better and assess why I was in the position to begin with. This channel was built around telehealth and those are the stocks I want to own. So why did I sell $HIMS and $LFMD in [----] - Losing GLP1s will be a blip in these companies history. The name of the game is what are your Y/Y comps. Compounded GLP1s was a sugar rush that telehealth is having to comp against. This sugar rush caused a growth scare in an industry" [X Link](https://x.com/TeleHInvesting/status/2014598187412291746) 2026-01-23T07:16Z [---] followers, [---] engagements "Good Morning bargain $HIMS shopper 👀" [X Link](https://x.com/TeleHInvesting/status/2014727159986979151) 2026-01-23T15:49Z [---] followers, [---] engagements "$LFMD position. My largest bet ever Posting so you can roast me later 😅" [X Link](https://x.com/TeleHInvesting/status/2014741150448734248) 2026-01-23T16:44Z [---] followers, [---] engagements "@HolySmokas $HIMS easily" [X Link](https://x.com/TeleHInvesting/status/2014803998856118482) 2026-01-23T20:54Z [---] followers, [---] engagements "$LFMD For the visual learners When fundamentals rise and price falls conviction beats emotion" [X Link](https://x.com/TeleHInvesting/status/2014818432991326510) 2026-01-23T21:52Z [---] followers, [---] engagements "@grok Based on the above image what is the dollar amount of this position on cost basis" [X Link](https://x.com/TeleHInvesting/status/2014819079631339687) 2026-01-23T21:54Z [---] followers, [--] engagements "@MMMTwealth $HIMS easily" [X Link](https://x.com/TeleHInvesting/status/1928845162186187097) 2025-05-31T16:04Z [---] followers, [----] engagements "@amitisinvesting With all this good news it is almost as if the breakup did not happen yesterday. Now $HOOD just needs to get in and we can have a nice relaxing weekend sipping Shirley Temples 🍸" [X Link](https://x.com/anyuser/status/1931059361511842204) 2025-06-06T18:43Z [---] followers, [----] engagements "@mvcinvesting Probably not your cup of tea but $LYFT has asymmetric upside for sure. Dirt cheap" [X Link](https://x.com/anyuser/status/1932886934449541353) 2025-06-11T19:45Z [---] followers, [----] engagements "@HolySmokas It is back on the shelf 🤑" [X Link](https://x.com/TeleHInvesting/status/1933241114175389821) 2025-06-12T19:12Z [---] followers, [----] engagements "@FunOfInvesting Best wheel stock ever. Just have to leave the emotions at the door. Well played sir" [X Link](https://x.com/anyuser/status/1949297503897362610) 2025-07-27T02:35Z [---] followers, [---] engagements "@DividendDude_X I used to be in this exact same school of thought. Then I started looking into what gives the US Dollar its value. If the same entity that gives the US Dollar value also validates BTC and ETH. Then I will go with whatever one has a finite supply. Just my two cents" [X Link](https://x.com/anyuser/status/1953609183406002298) 2025-08-08T00:08Z [---] followers, [---] engagements "The preferred shares are under $LFMDP. They have paid this 8.7% dividend on preferred shares for roughly [--] years now. It eats up a solid chunk of the cash flow. Recently $LFMD paid off all their long term debt freeing up 1.5m in interest payments. The CEO has stated he would like to clean up the cap structure and potentially retire these shares with bank debt. If rates are favorable I could see them doing this 2026/2027. Nothing burger headline IMO. Cheers https://twitter.com/i/web/status/2004585958272815350 https://twitter.com/i/web/status/2004585958272815350" [X Link](https://x.com/TeleHInvesting/status/2004585958272815350) 2025-12-26T16:11Z [---] followers, [---] engagements "$LYFT I wonder how long it will take people to realize Autonomys vehicles are a commodity. Thankful the investing community is a little slow" [X Link](https://x.com/TeleHInvesting/status/2008583043293106329) 2026-01-06T16:54Z [---] followers, [---] engagements "$LFMD vs $LFMDP Someone is lying" [X Link](https://x.com/TeleHInvesting/status/2014388027238580639) 2026-01-22T17:21Z [---] followers, [---] engagements "$LFMD Market rotation is a real thing. I do not want to buy markets at all time highs. That being said you have a company that is: .67 P/S 87% GM has a deal with $LLY (NVDA of healthcare) & $NVO (AMD of health care) [--] Debt 46m cash on a 160m mkt cap Growing 20%+ In an industry doing 22% CAGR I may come off as a trader to many of you but the goal is always to accumulate more of the things I believe in. At times that means buying something else when the risk/reward is better in another stock. I have made $LFMD 70% of my portfolio as I have it 190% from fair value. It is in LEAPS [--] years out" [X Link](https://x.com/TeleHInvesting/status/2014411351725334883) 2026-01-22T18:54Z [---] followers, [----] engagements "$LFMD This could be a part of the pressure we are feeling with $LFMD. Just remember the key is platforms like Goodrx Costco and Trump RX do not have the doctor. With all this craziness in telehelath it has made me realize that $LFMD truly built something special. 👀 💊https://t.co/jjnWOhbKzY https://t.co/sl7xczH7DE 👀 💊https://t.co/jjnWOhbKzY https://t.co/sl7xczH7DE" [X Link](https://x.com/TeleHInvesting/status/2019478752846311683) 2026-02-05T18:30Z [---] followers, [----] engagements "@EndicottInvests Getting investigated by the DOJ is a mag7 prerequisite 😂" [X Link](https://x.com/TeleHInvesting/status/2019902505224925648) 2026-02-06T22:34Z [---] followers, [---] engagements "OG $HIMS investors right now. This moment reminds me a lot of $HOOD during the Gamestop saga. For those saying the $HIMS thesis changed. I would say you never understood the $HIMS thesis to begin with. With all this negative sentiment it is getting dangerously close to buy time https://twitter.com/i/web/status/2019923727857906100 https://twitter.com/i/web/status/2019923727857906100" [X Link](https://x.com/TeleHInvesting/status/2019923727857906100) 2026-02-06T23:58Z [---] followers, [---] engagements "Stocks I am actively buying: $HIMS (Best opportunity in the market) $LFMD (HIMS [--] years ago) $CAKE (Perfect Growth/Dividend/Value all in one) $SOFI (Loan Platform requires re-rating) $HOOD (The sky is the limit - cyclical) $UBER (Cash flow monster/Tarif Immune) $ABNB (CASH FLOW)" [X Link](https://x.com/TeleHInvesting/status/1914789262140293553) 2025-04-22T21:11Z [---] followers, [---] engagements "Seeing confusion about why $HIMS would issue shares despite strong cash. Here's the breakdown: Option A: Acquire a $500M co. with $150M cash + 6.86M shares (dilution now). Option B: Fund via 0% notes convert at $71 = 7M dilution only if stock soars. Smart not desperate" [X Link](https://x.com/TeleHInvesting/status/1920688733948448813) 2025-05-09T03:54Z [---] followers, [----] engagements "Running the numbers on what this could mean for $HIMS stock If they execute the market cap today wont even come close to telling the full story. 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW RECORD HIGH - [----] MILLION SHARES - 34% OF FLOAT A reminder that Hims announced the deal with Novo Nordisk to sell Wegovy on Apr [--]. This data is as of Apr [--] SHORTS DOUBLED DOWN 🤯 https://t.co/BvbWvqNj6y 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW RECORD HIGH - [----] MILLION SHARES - 34% OF FLOAT A reminder that Hims announced the deal with Novo Nordisk to sell Wegovy on Apr [--]. This data is as of Apr 30" [X Link](https://x.com/TeleHInvesting/status/1920899541512974796) 2025-05-09T17:51Z [---] followers, [----] engagements "$LFMD is a $20 stock trading at a severe discount. If you feel you missed the boat on $HIMS this is your opportunity. There will be multiple winners in this telehealth boom and $LFMD is very well positioned. $LFMD benefits from the Medicare price drop and increase the subscription from Medicare Focusing on Primary Carewhy no one appreciates LifeMD https://t.co/EzRhYWYipD $LFMD benefits from the Medicare price drop and increase the subscription from Medicare Focusing on Primary Carewhy no one appreciates LifeMD https://t.co/EzRhYWYipD" [X Link](https://x.com/TeleHInvesting/status/1921965605705355525) 2025-05-12T16:28Z [---] followers, [---] engagements "@Ashton_1nvests $HIMS and the complete sleeper. $CAKE when people finally learn about flowerchild that stock will explode. FRC was one of the best acquisitions I've seen a company do and just flew under the radar" [X Link](https://x.com/TeleHInvesting/status/1922870107576967455) 2025-05-15T04:22Z [---] followers, [----] engagements "@amitisinvesting 100% is $HIMS. He invests what he knows and I saw him with hard mints at the last investor conference" [X Link](https://x.com/TeleHInvesting/status/1923224102736650246) 2025-05-16T03:48Z [---] followers, [----] engagements "$LFMD institutional ownership is sitting at an all time high These prices are the equivalent of purchasing $HIMS around the $4 mark. This is just the beginning" [X Link](https://x.com/TeleHInvesting/status/1924513024473497724) 2025-05-19T17:10Z [---] followers, [----] engagements "$HIMS just filled the gap left in after hours. When in doubt I like to see what is going on in dark pool. Will add in the morning if prices stay here" [X Link](https://x.com/TeleHInvesting/status/1925320084748443952) 2025-05-21T22:37Z [---] followers, [----] engagements "Actually the 5th time. Blows my mind that any GLP1 headline still moves $HIMS. I will gladly take this buying opportunity 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $28 PRICE TARGET UNDERPERFORM RATING 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $28 PRICE TARGET UNDERPERFORM RATING" [X Link](https://x.com/TeleHInvesting/status/1925539594726252547) 2025-05-22T13:09Z [---] followers, [----] engagements "Some of you might be wondering why $HIMS is moving today. Lets break it down: Volume has been low this week Today is month-end and were seeing a volume spike and upward pressure Most likely fund rebalancing in play Still plenty of interest in $HIMS 👀" [X Link](https://x.com/TeleHInvesting/status/1928507589492400280) 2025-05-30T17:43Z [---] followers, [----] engagements "@BoujeeFinances $TDOC is currently valued at .47x sales. $TDOC is currently valued at 1x cash on hand. I just love healthcare this year. $HIMS $LFMD $TDOC & $OSCR make up too much of my portfolio 😅" [X Link](https://x.com/TeleHInvesting/status/1929316783598559609) 2025-06-01T23:19Z [---] followers, [----] engagements "@FromValue $HIMS" [X Link](https://x.com/TeleHInvesting/status/1929734761251328136) 2025-06-03T02:59Z [---] followers, [----] engagements "@amitisinvesting One of these days we will replace $F and $DIS with $HIMS and $HOOD" [X Link](https://x.com/TeleHInvesting/status/1930328852699722056) 2025-06-04T18:20Z [---] followers, [----] engagements "@amitisinvesting Teaching the community the art of buying into strength is not something I see enough of. You have high conviction in your stocks and it shows" [X Link](https://x.com/TeleHInvesting/status/1930332449478979739) 2025-06-04T18:34Z [---] followers, [----] engagements "Wild how many doctors are shorting $HIMS. Youd almost think affordable telehealth threatens their cozy Big Pharma kickback ecosystem. #Followthemoney" [X Link](https://x.com/TeleHInvesting/status/1933185703845699755) 2025-06-12T15:32Z [---] followers, [---] engagements "This only strengthens the $HIMS bull case. While $LLY and $NVO must advertise individual drugs $HIMS gets to promote the entire platforma marketplace of treatments. This legislation doesnt hurt themit reinforces their moat. 🚨 BREAKING: SENATORS BERNIE SANDERS AND ANGUS KING TO PROPOSE BAN ON DIRECT-TO-CONSUMER DRUG ADS - would include TV radio print digital and social media - would apply to all prescription drug advertisements $HIMS $LLY $NVO 🚨 BREAKING: SENATORS BERNIE SANDERS AND ANGUS KING TO PROPOSE BAN ON DIRECT-TO-CONSUMER DRUG ADS - would include TV radio print digital and social" [X Link](https://x.com/TeleHInvesting/status/1933205676710383714) 2025-06-12T16:52Z [---] followers, [----] engagements "Financials are actually solid for $ZETA First arrow - Big short report Second arrow - Liberation day I have fair value around $25-$30 in my DCF Company is producing a lot of cash and using it to buy back shares. That being said I know very little about the company and their competitors" [X Link](https://x.com/TeleHInvesting/status/1936967303872319591) 2025-06-23T01:59Z [---] followers, [----] engagements "All you "Ill load the boat if $HIMS hits the 40s again" people well its here. No excuses when were printing all-time highs later. The best entries never feel comfy thats the point" [X Link](https://x.com/TeleHInvesting/status/1937168080897262004) 2025-06-23T15:17Z [---] followers, [---] engagements "Let me start by saying that I am a massive $HIMS bull. The more I look into this situation the more I believe this is a game of 4D chess. In the coming weeks I expect a Cease & Desist letter to drop. $HIMS most likely knows what is coming next and what better way to offload supply than with a [--] month supply for the consumer. $HIMS will front load some revenue while "sticking it to big pharma". Ultimately there will most likely be a lawsuit that ends up getting settled for the equivalent of a speeding ticket. $HIMS is a growth company and a growth scare would ultimately be worse than the" [X Link](https://x.com/TeleHInvesting/status/1937656572181881081) 2025-06-24T23:38Z [---] followers, [----] engagements "This feels like a great time for this to resurface 🙃 Oh and just a side note $HIMS made a sizeable donation to this administration. I unfortunately did not see $NVO or $LLY on that list. Potentially we are still not giving Andrew and his team enough credit for how well they run this company. Thank you @hollandbaird for representing $HIMS in DC this week. Our shared commitment with @POTUS @RobertKennedyJr and other leaders to address the US obesity epidemic will help millions of Americans with the chronic conditions too many are struggling with. Lets start https://t.co/KK06cqeC5N Thank you" [X Link](https://x.com/TeleHInvesting/status/1937710028762620107) 2025-06-25T03:10Z [---] followers, [---] engagements "Just want to clear up a misunderstanding after watching @PronkDaniels video. Even if the FDA tightens rules around GLP-1 compounding it wouldnt stop $HIMS from compounding all of their offerings. $HIMS owns a registered 503B facility which legally allows them to compound off-patent medications in bulk as long as they comply with FDA guidelines. The confusion seems to stem from applying rules about patented drugs to everything they offer. Thats simply not accurate. Many of their compounded treatments are based on off-patent ingredients and remain fully compliant" [X Link](https://x.com/TeleHInvesting/status/1938012247995126221) 2025-06-25T23:11Z [---] followers, [----] engagements "@amitisinvesting @TheRayMyers I cannot explain ontology but all I know is $HIMS could use some of that ontology right about now" [X Link](https://x.com/TeleHInvesting/status/1938058978925416908) 2025-06-26T02:17Z [---] followers, [----] engagements "We are at war. And someone is nearly out of ammo 👀 $HIMS" [X Link](https://x.com/TeleHInvesting/status/1938264811282071803) 2025-06-26T15:55Z [---] followers, 14K engagements "6/26/2025 $HIMS Dark Pool Apparently retail is not the only one feeling bullish 💯" [X Link](https://x.com/TeleHInvesting/status/1938297171557728309) 2025-06-26T18:03Z [---] followers, [----] engagements "BREAKING: 512K premium just went into Jan [--] [----] $100 strike Calls This guy must follow @NighthawkTradez on X 💯" [X Link](https://x.com/TeleHInvesting/status/1938324899824619962) 2025-06-26T19:54Z [---] followers, [----] engagements "Looks like the morning $HIMS run has some shorts re-thinking their life decisions 💯" [X Link](https://x.com/TeleHInvesting/status/1938633098029072403) 2025-06-27T16:18Z [---] followers, [---] engagements "For all of you that think $HIMS is acting recklessly you may be correct. But heres the thing just because you think you understand the risks doesnt mean you understand them better than $HIMS does. Let me introduce you to two members on $HIMS' Board of Directors: Deb Autor Former Deputy Commissioner at the FDA where she oversaw all FDA inspections global regulatory operations and compliance enforcement. She also served as Director of Compliance at CDER and is now Chair of the FDA Alumni Association. She is one of the most well-connected regulatory minds in the industry. Kre Schultz Former CEO" [X Link](https://x.com/TeleHInvesting/status/1938682997085004062) 2025-06-27T19:37Z [---] followers, [----] engagements "$HIMS Dark Pool 6/30/2025 - 80% bearish the first half of the day - Over half a mil in $105 strike for Jan [----] 🤯 - Mix of shorts doubling down and covering These next two weeks will be very telling. Vol is cheap right now 🙃" [X Link](https://x.com/TeleHInvesting/status/1939770083645305155) 2025-06-30T19:36Z [---] followers, [----] engagements "$HIMS Dark Pool 7/1/2025 [---] Mil into March [----] $90 Strike 🤯🤯 A lot of hedging on the fall this morning Nearly even on Bull/Bear" [X Link](https://x.com/TeleHInvesting/status/1940094591740649972) 2025-07-01T17:06Z [---] followers, [----] engagements "@amitisinvesting That money would have gotten you double the shares in $HIMS 😂 Congrats Amit Not only did you make crazy money but you changed a lot of lives through your content. This is just the beginning for AK Media 💪" [X Link](https://x.com/TeleHInvesting/status/1940455956238028954) 2025-07-02T17:02Z [---] followers, [----] engagements "@HolySmokas $HIMS easily" [X Link](https://x.com/TeleHInvesting/status/1940499399257579880) 2025-07-02T19:54Z [---] followers, [----] engagements "$LYFT is the best opportunity in the market right now" [X Link](https://x.com/TeleHInvesting/status/1943027064988406187) 2025-07-09T19:18Z [---] followers, [---] engagements "@HolySmokas I have a feeling $DUOL will outperform $TTCF" [X Link](https://x.com/TeleHInvesting/status/1943046598944264406) 2025-07-09T20:36Z [---] followers, [----] engagements "@LEAPTRADER_ $HIMS. Telehealth CAGR is like 22% for the next decade. Hard to find another sector growing this fast while also getting the market leader at a discount. Easy filing cabinet stock to add on dips" [X Link](https://x.com/TeleHInvesting/status/1943370688451985792) 2025-07-10T18:04Z [---] followers, [---] engagements "I bet these guys still use a fax machine as well 😂 People like to find every reason to tear HIMS apart but answer two questions. What is the TAM they are after Who are they competing against Once those questions are fully answered the only logical thing to do is full port $HIMS. Dudum and team are miles ahead of the competition and are not slowing down anytime soon" [X Link](https://x.com/TeleHInvesting/status/1945267944482799627) 2025-07-15T23:43Z [---] followers, [---] engagements "As a former supply chain analyst & cost accountant here's my take: This still favors $HIMS. Tariffs will hit raw materials and finished goods. But HIMS is vertically integrated & manufactures in the U.S. giving them more control over sourcing & cost structure than competitors. Trump's goal is clear: lower drug costs & bring manufacturing back home. HIMS already does both. Their exec team is best-in-class politically connected proactive and strategic. Lets not forget: $HIMS donated $1M to this admin & has ties to RFK. Most competitors will scramble. $HIMS can lean on automation scale and" [X Link](https://x.com/TeleHInvesting/status/1945337293755310376) 2025-07-16T04:18Z [---] followers, 10.6K engagements "$UBER giving you a preview of what the next two years is going to look like for $LYFT. $LYFT operates with higher gross margins than $UBER and is just turning profitable. Check the chart of when $UBER started turning profitable. Full post coming on why $LYFT may be the best opportunity in the market right now from a fundamental and technical standpoint" [X Link](https://x.com/TeleHInvesting/status/1946058127012683888) 2025-07-18T04:03Z [---] followers, [----] engagements "$LYFT is the best value I can find in the market. P/FCF of [----]. Cash flow and top-line revenue both growing double digits. DCF says its cheap. Its now my largest position and Ill keep banging the drum and adding" [X Link](https://x.com/TeleHInvesting/status/1950757420835418623) 2025-07-31T03:16Z [---] followers, [----] engagements "@LEAPTRADER_ After extensive back testing for selling CSP's my findings were RSI has the highest correlation to a successful outcome" [X Link](https://x.com/TeleHInvesting/status/1953549016857555155) 2025-08-07T20:09Z [---] followers, [---] engagements "$LYFT FCF yield this most recent quarter was 21%. FCF growth: 20%+ Revenue growth: 12%+ Best value I can find in the market currently" [X Link](https://x.com/TeleHInvesting/status/1955401704326959428) 2025-08-12T22:51Z [---] followers, [---] engagements "BREAKING: Bridgewater Associates has taken a new position in $LYFT adding [-------] shares ($39.1M at Q2 close) as of June [--] [----] per todays 13F filing. The worlds largest hedge fund now joins the growing list of institutions building stakes in the rideshare leader" [X Link](https://x.com/anyuser/status/1955728673153409195) 2025-08-13T20:30Z [---] followers, [----] engagements "Q2 Recap for BofA / $LYFT - BofA analyst $LYFT rating changed to "Sell" 4/2/2025 - $LYFT sells off 24% the following week - BofA adds 2.6m shares (1.3M via call options) of $LYFT in Q2 Know the game being played" [X Link](https://x.com/TeleHInvesting/status/1956131633238872525) 2025-08-14T23:11Z [---] followers, [----] engagements "$LYFT IYKYK ✅ [--] P/FCF ✅ Double-digit growth (Rev & FCF) ✅ Inst. ownership ATH (+24M Q2) ✅ EU + CAN expansion ✅ Baidu AV partnership (EU) ✅ Accelerated buyback (13% of float) ✅ CEO buying shares Cheap to the company. Cheap to the CEO. Cheap to institutions. Its my largest position. Value in a frothy market. $LYFT" [X Link](https://x.com/TeleHInvesting/status/1957191469405765982) 2025-08-17T21:23Z [---] followers, [----] engagements "$LYFT 8% day At some point the nearly 20% short interest comes into play. $LYFT IYKYK ✅ [--] P/FCF ✅ Double-digit growth (Rev & FCF) ✅ Inst. ownership ATH (+24M Q2) ✅ EU + CAN expansion ✅ Baidu AV partnership (EU) ✅ Accelerated buyback (13% of float) ✅ CEO buying shares Cheap to the company. Cheap to the CEO. Cheap to institutions. Its my https://t.co/256cvbRGWk $LYFT IYKYK ✅ [--] P/FCF ✅ Double-digit growth (Rev & FCF) ✅ Inst. ownership ATH (+24M Q2) ✅ EU + CAN expansion ✅ Baidu AV partnership (EU) ✅ Accelerated buyback (13% of float) ✅ CEO buying shares Cheap to the company. Cheap to the CEO." [X Link](https://x.com/TeleHInvesting/status/1958964702157185398) 2025-08-22T18:49Z [---] followers, [---] engagements "@DividendDude_X $LYFT. Market dynamics will greatly favor this name. About to break out of a [--] year consolidation company issuing accelerated buyback 6.5X P/FCF CEO buying shares. Very easy to hold this in a frothy market" [X Link](https://x.com/TeleHInvesting/status/1961895785945317505) 2025-08-30T20:56Z [---] followers, [----] engagements "Why $LFMD is being mispriced theres actually a good reason Q224 Q125: GLP-1 compounded sugar rush ✅ Compounded GLP-1 boom drives growth ✅ In Q125 $LFMD reported [--] month payback on ad spend ✅ Raised guidance ➡ This is what created the growth premium Q225: The rug pull (growth scare begins) ⚠ Partnerships with $NVO + $LLY forced them to stop selling compounded GLP-1s ⚠ Return issues + disruption in GLP-1 revenue ⚠ Friction converting patients into more expensive branded meds ⚠ Prior ad spend aimed at compounded GLP-1 became obsolete ➡ CAC impact hits here Q325: Reset quarter (and the real story" [X Link](https://x.com/TeleHInvesting/status/2015118316944478416) 2026-01-24T17:43Z [---] followers, [----] engagements "Completely agree This feels like more of a sectoral thing. $LFMD $WW $TDOC $HIMS They are all showing weakness and it is understandable. Some of the names actual have a real catalyst. I think we are at the point of "show me". The re-rating that will happen will be pretty insane imo. https://twitter.com/i/web/status/2016306141803004125 https://twitter.com/i/web/status/2016306141803004125" [X Link](https://x.com/TeleHInvesting/status/2016306141803004125) 2026-01-28T00:23Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TeleHInvesting Nick Moss
Nick Moss posts on X about $hims, $lfmd, $lyft, lyft the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +72%
- [--] Month [------] +7%
- [--] Months [------] -52%
Mentions: [--] #
- [--] Week [--] +138%
- [--] Month [--] +45%
- [--] Months [---] -30%
- [--] Year [---] +41,500%
Followers: [---] #
- [--] Week [---] +1.80%
- [--] Month [---] +4.10%
- [--] Months [---] +23%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 60% finance 41% technology brands 17% cryptocurrencies 5% automotive brands 2% countries 2% currencies 1% celebrities 1% financial services 1%
Social topic influence $hims #271, $lfmd #3, $lyft #26, lyft #176, in the 12%, $nvo #121, market 9%, company 8%, we are 7%, $lly 7%
Top accounts mentioned or mentioned by @valuenotdeadyet @amitisinvesting @holysmokas @paulcerro @financedave1 @harisvromas @yodastockinvest @dividenddudex @leaptrader @jakeallen3 @wearycenturion @gubloinvestor @thelapurchaser @himshouse @grok @mmmtwealth @mvcinvesting @funofinvesting @endicottinvests @ashton1nvests
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Lyft, Inc. Class A Common Stock (LYFT) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Teladoc Health, Inc. (TDOC) Robinhood Markets, Inc. (HOOD) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) WW International, Inc. Common Stock (WW) PancakeSwap (CAKE) Omada Health, Inc (OMDA) ODDITY Tech Ltd (ODD)
Top Social Posts
Top posts by engagements in the last [--] hours
"I added shares in after hours on $LYFT. I exited my position completely in Jan [----] as that was my options expiration date on my LEAPS (250% gain). Why did I add in after hours You are seeing a shift from predominately quant funds to stable/high quality investment funds as the top holders. Not to mention $LYFT authorized an additional [--] bil buyback which will give us a nice backstop. This was initiated in the wheel portfolio and will be selling puts tomorrow morning. Cheers https://twitter.com/i/web/status/2021380966766530624 https://twitter.com/i/web/status/2021380966766530624"
X Link 2026-02-11T00:29Z [---] followers, [----] engagements
"As numbers keep coming out reference $NVO oral wegovy ramp it is interesting modeling the impact it could have on $LFMD. Q4 is going to be the worst quarter Y/Y but all that matters is that Q1/2026 guide. Ps. If Retatrudide is the "Wegovy killer" that everyone says it will be. that will always be coming to $LFMD https://twitter.com/i/web/status/2021809742197457180 https://twitter.com/i/web/status/2021809742197457180"
X Link 2026-02-12T04:53Z [---] followers, [---] engagements
"Nuveen LLC reduces $LFMD stake by 92.5% 1.2m shares sold in Q4"
X Link 2026-02-12T16:19Z [---] followers, [---] engagements
"Portfolio update: 15%- Initiated $HIMS (Shares + Sold Puts) 65% - $LFMD (LEAPS + Shares + Sold Puts) 20% - Cash Eyeing $OMDA & $TDOC. Still believe $LFMD has the most upside on a risk adjusted basis. The portfolio is about to be 100% Telehealth again"
X Link 2026-01-21T17:36Z [---] followers, [---] engagements
"Top [--] $LFMD catalysts Im watching after the CEO interview: [--]. [----] compounding enforcement. Tailwind if youre aligned with Lilly/Novo not fighting them. [--]. Medicare goes live in Q1 [----]. Big unlock for legitimacy volume and durability. [--]. Insurance ramp. Theyre already doing hundreds of insurance-based consults. Platform maturation. [--]. Enterprise channel finally starting. First [--] employers signed. Building a real enterprise team early [----]. [--]. 503A compounding license for personalized therapies (not GLP-1). CEO said this becomes meaningful in [----]. [--]. Branded GLP-1 transition noise clears."
X Link 2026-02-02T23:32Z [---] followers, [----] engagements
"$LFMD - The customer is speaking App ratings: IOS: 4.9/5 (13K reviews) Android: 4.7/5 (3.5K reviews) PS. [--] debt 45m cash / 140m mkt cap 20% growth FCF positive 87% Gross Margins"
X Link 2026-02-05T23:12Z [---] followers, [----] engagements
"@weary_centurion $ODD is a top [--] on my list of stocks to buy. Love the move and well played sir"
X Link 2026-02-06T18:49Z [---] followers, [---] engagements
"The potential parking ticket $HIMS could pay would still be cheaper than the marketing they would need to spend for this much publicity"
X Link 2026-02-08T05:50Z [---] followers, [---] engagements
"@Gubloinvestor One can only hope 🙏 Give me $HIMS under $10 and I will not own any other stock"
X Link 2026-02-08T22:55Z [---] followers, [---] engagements
"@ValueNotDeadYet @TheLAPurchaser Agreed What i havent been able to figure out was the easter egg Justin mentioned in his last interview. He said Q1 they would announce a partnership for bloodwork. They already have partnerships with labcorp and Quest. I wonder who it could be 🤔"
X Link 2026-02-09T04:53Z [---] followers, [--] engagements
"$TSLA spent a decade fighting regulators and entrenched interests while disrupting one heavily lobbied industry (auto/energy). $HIMS isnt just challenging one. its going after pharmaceuticals and the healthcare access model simultaneously the number [--] & [--] (Big Pharma/Insurance) most lobbied industries in the United States. Odds are not in their favor but they rarely are when you are disrupting the status quo. https://twitter.com/i/web/status/2021021763665264876 https://twitter.com/i/web/status/2021021763665264876"
X Link 2026-02-10T00:41Z [---] followers, [---] engagements
"Paul deserves his victory laps and was spot on. That being said. this is now equivalent to $HIMS to $100 crowd. $HIMS to $0 is just not happening. It's crazy to me that people are still in denial of $HIMS downside I literally made all my past work free( since you didn't think it was worth paying for before) so you can see just how screwed this company is and it shows with data and evidence that it was a ticking time It's crazy to me that people are still in denial of $HIMS downside I literally made all my past work free( since you didn't think it was worth paying for before) so you can see"
X Link 2026-02-10T16:21Z [---] followers, [----] engagements
"@paulcerro Fair you had me fooled with the rhetoric. 😅 You are implying we have much lower to go. Given the inherent risk what would you deem fair value"
X Link 2026-02-10T17:07Z [---] followers, [---] engagements
"@paulcerro I appreciate it Paul Based on Fridays close (assuming regular hours) we are looking at $4.50. Though we have a divergence on fair value I am hoping that you are right"
X Link 2026-02-10T17:18Z [---] followers, [--] engagements
"How do you play the oral GLP1 gold rush from an investing standpoint We have established that this launch is roughly 3X the size of the Wegovy shot and a staggering 90% is cash pay. $NVO (168.8b Mkt Cap) - Though this has been an amazing launch $NVO receives less revenue per prescription in this cash pay model. They are hoping to make this up in volume but remains to be seen. $WW (234m Mkt Cap) - Trading at just .35 P/S $WW will be one of the largest beneficiaries given their market cap. Negative from a fundamental perspective: 465m long term debt & 700m in Goodwill and Intangible assets"
X Link 2026-02-10T17:49Z [---] followers, [---] engagements
"These are not $LFMD numbers Apologies if this was confusing. This is data that has been shared by $NVO. As an investor the speculation now begins on where the consumer is utilizing the cash pay method. We should have clarity on next earnings call if there is traction for $LFMD https://twitter.com/i/web/status/2021281392131441131 https://twitter.com/i/web/status/2021281392131441131"
X Link 2026-02-10T17:53Z [---] followers, [---] engagements
"$LFMD in the 2's and I am taking full advantage this morning. Largest position I have ever had in a stock"
X Link 2026-02-12T15:50Z [---] followers, [---] engagements
"@harisvromas I have done enough research that this price action does not scare me in the slightest. I am okay being wrong on this one but it is hard to be completely wrong given the balance sheet of $LFMD. Hopefully we are partying later this year"
X Link 2026-02-12T17:34Z [---] followers, [---] engagements
"This is definitely something on my radar. Just because price drops does not mean LEAPs are cheap. I am hoping for an IV crush in the 12-13 range and then I would jump on it. So many opportunities in the market right now and $LYFT and $UBER will continue to have a negative headline cycle with $TSLA and Waymo news. That being said. $LYFT is way too cheap. Cheers YAP https://twitter.com/i/web/status/2022002075383803997 https://twitter.com/i/web/status/2022002075383803997"
X Link 2026-02-12T17:37Z [---] followers, [---] engagements
"At this rate we will own the entire float 😅. They need to get those preferred shares off the book but after that I would love to see some sort of a buyback. Just give us investors some sort of sign you believe your stock is cheap. We should have all our answers this next earnings call"
X Link 2026-02-12T19:37Z [---] followers, [--] engagements
"It is hard to tell with the way the macro is in the markets currently. Here is my gameplan: - Add aggressively going into Q4 earnings. - Q4 should be their worst quarter Y/Y (hoping I am wrong here) but it will all come down to the guide. They will have 70% of Q1 data so the Q1 guide should be pretty accurate. - If they guide poorly I will not add to my position after Q4 earnings. - If there is no traction reference Novo oral launch come Q2 earnings I will start reducing exposure to $LFMD. They are in a perfect position to capture some of that demand. If the are not capturing any. that will"
X Link 2026-02-12T20:21Z [---] followers, [--] engagements
"@ValueNotDeadYet @FinanceDave1 It is wishful thinking but this was the last thing he said when asked about it I know it is silly cheap right now so lets see. I mean its not out of the realm of possibility. Um its just not what Im focused on. Stock was in the mid 3's when asked this"
X Link 2026-02-12T23:40Z [---] followers, [--] engagements
"@ValueNotDeadYet @FinanceDave1 Completely agree I am just being a greedy bagholder 😅 I cannot wait until we have these compounded GLP1 quarter comps behind us to see true ROAS and CAC. My biggest concern is their effectiveness of ad spend. For all of $HIMS faults they are world class marketers"
X Link 2026-02-13T00:07Z [---] followers, [---] engagements
"Completely agree This was a Q4 filing so it could be several months that they have sold out now. There are various reasons they may have sold out. Some of these funds have stipulations for holding stocks under $5 and have certain risk mitigation thresholds they adhere to. All I am saying is I see definitely bought some of the shares they sold 😅 https://twitter.com/i/web/status/2022163232568619332 https://twitter.com/i/web/status/2022163232568619332"
X Link 2026-02-13T04:17Z [---] followers, [--] engagements
"$HIMS has now held above $50 for [--] trading days. We often obsess over intraday swings but the bigger picture matters more: 63M shares short [--] days holding firm above $50 Bullish expansion into Europe +115% YTD Shorts keep doubling down as their thesis crumbles This isnt a question of if its when. Longs have the cards. Dont fold. Eyes on the prize"
X Link 2025-06-04T16:21Z [---] followers, [---] engagements
"$HIMS Dark Pools 6/6/2025 - 89% Bullish Apparently I am not the only one feeling bullish"
X Link 2025-06-06T16:40Z [---] followers, [----] engagements
"@himshouse $LLY is nearly an [---] bil company. They seem to be very worried about what a [--] bil company is doing. That in itself should tell you everything"
X Link 2025-06-10T18:43Z [---] followers, [----] engagements
"I am very torn on this. I am not a fan of big pharma in the slightest but I do not like the precedence this would set for patent law. $HIMS has most likely weighed what a lawsuit would look like from $NOVO and decided it was worth it to still compound. $HIMS is struggling with incredibly hard [----] comps and have yet to launch the next vertical. There will be a massive growth scare if they stopped compounding in my opinion. This is not a thesis breaker for me. I love that they are taking on big pharma but infringing on patent law with a gray area loophole is not the way. The consumer is"
X Link 2025-06-24T23:15Z [---] followers, [----] engagements
"$Lyft just crushed it: Record rides [-----] M (+14% YoY) Active riders [----] M (+10% YoY) Gross bookings hit $4.5 B (+12% YoY) Revenue of $1.59 B (+11% YoY) Adjusted EBITDA of $129.4 M (+26% YoY) Free cash flow of $329.4 M (+28% YoY) Repurchased [----] M shares for $200 M driving share count down QoQ Trading at just [---] P/FCF Net income of $40.3 M (up 704% YoY) Efficiency + growth + global expansion (FreeNow acquisition Baidu & United partnerships) = true inflection point I cant get enough shares 🚀"
X Link 2025-08-08T20:57Z [---] followers, [---] engagements
"Interesting note on $TDOC I was recently onboarding for a new role and I found it interesting when it came to the healthcare portion. $TDOC was bolded everywhere on the handout and the HR representative stated: "If you are sick for more than [--] days in a row we require you to have a $TDOC consultation. They will send the company a note" This policy started in [----]. https://twitter.com/i/web/status/2021305814288642376 https://twitter.com/i/web/status/2021305814288642376"
X Link 2026-02-10T19:30Z [---] followers, [---] engagements
"Agreed. Thinking Q4 could be bad with all the headwinds. Really hoping for 45m with a Q1 guide for 48m. Justin needs to flip the script and restore investor confidence in the guide. If they guide 48m I would expect closer to 50m. If that happened I think we are $5+ and not looking back https://twitter.com/i/web/status/2023457168020959629 https://twitter.com/i/web/status/2023457168020959629"
X Link 2026-02-16T17:59Z [---] followers, [--] engagements
"@YodaStockInvest Looks like the $LFMD investors were able to let you know. Some things to note: - [--] of [--] companies that have both $LLY and $NVO partnerships. Just launched oral wegovy - Debt free - 50m cash - 180m market cap - roughly 20% growth"
X Link 2026-01-17T16:17Z [---] followers, [---] engagements
"@FinanceDave1 @YodaStockInvest Correct I was already adding the 23m that they got at close with an additional potential 20m on earnings out. Hopefully we see a boosted guide with the oral wegovy. 🙏"
X Link 2026-01-17T20:54Z [---] followers, [--] engagements
"I have [--] concerns about profitability. The company became debt free with organic free cash flow. The company put 45m cash on the balance sheet with organic cash flows. When you look at marketing as a percentage of revenue they have been gaining operating efficiency. You are referring to Q2 when they had compounded GLP1's pulled from them. I think they played this nicely but it did have repercussions. All that marketing they spent prior received very little return. The elimination of their debt adds 2.1m annually to net income as that is what they were paying on debt. When you start at an 87%"
X Link 2026-01-23T03:41Z [---] followers, [--] engagements
"$LYFT the end of a Saga (Will reload if we see sub $18 and am already selling puts in the wheeling portfolio.) At the end of the year I like to reflect on what could have went better and assess why I was in the position to begin with. This channel was built around telehealth and those are the stocks I want to own. So why did I sell $HIMS and $LFMD in [----] - Losing GLP1s will be a blip in these companies history. The name of the game is what are your Y/Y comps. Compounded GLP1s was a sugar rush that telehealth is having to comp against. This sugar rush caused a growth scare in an industry"
X Link 2026-01-23T07:16Z [---] followers, [---] engagements
"Good Morning bargain $HIMS shopper 👀"
X Link 2026-01-23T15:49Z [---] followers, [---] engagements
"$LFMD position. My largest bet ever Posting so you can roast me later 😅"
X Link 2026-01-23T16:44Z [---] followers, [---] engagements
"@HolySmokas $HIMS easily"
X Link 2026-01-23T20:54Z [---] followers, [---] engagements
"$LFMD For the visual learners When fundamentals rise and price falls conviction beats emotion"
X Link 2026-01-23T21:52Z [---] followers, [---] engagements
"@grok Based on the above image what is the dollar amount of this position on cost basis"
X Link 2026-01-23T21:54Z [---] followers, [--] engagements
"@MMMTwealth $HIMS easily"
X Link 2025-05-31T16:04Z [---] followers, [----] engagements
"@amitisinvesting With all this good news it is almost as if the breakup did not happen yesterday. Now $HOOD just needs to get in and we can have a nice relaxing weekend sipping Shirley Temples 🍸"
X Link 2025-06-06T18:43Z [---] followers, [----] engagements
"@mvcinvesting Probably not your cup of tea but $LYFT has asymmetric upside for sure. Dirt cheap"
X Link 2025-06-11T19:45Z [---] followers, [----] engagements
"@HolySmokas It is back on the shelf 🤑"
X Link 2025-06-12T19:12Z [---] followers, [----] engagements
"@FunOfInvesting Best wheel stock ever. Just have to leave the emotions at the door. Well played sir"
X Link 2025-07-27T02:35Z [---] followers, [---] engagements
"@DividendDude_X I used to be in this exact same school of thought. Then I started looking into what gives the US Dollar its value. If the same entity that gives the US Dollar value also validates BTC and ETH. Then I will go with whatever one has a finite supply. Just my two cents"
X Link 2025-08-08T00:08Z [---] followers, [---] engagements
"The preferred shares are under $LFMDP. They have paid this 8.7% dividend on preferred shares for roughly [--] years now. It eats up a solid chunk of the cash flow. Recently $LFMD paid off all their long term debt freeing up 1.5m in interest payments. The CEO has stated he would like to clean up the cap structure and potentially retire these shares with bank debt. If rates are favorable I could see them doing this 2026/2027. Nothing burger headline IMO. Cheers https://twitter.com/i/web/status/2004585958272815350 https://twitter.com/i/web/status/2004585958272815350"
X Link 2025-12-26T16:11Z [---] followers, [---] engagements
"$LYFT I wonder how long it will take people to realize Autonomys vehicles are a commodity. Thankful the investing community is a little slow"
X Link 2026-01-06T16:54Z [---] followers, [---] engagements
"$LFMD vs $LFMDP Someone is lying"
X Link 2026-01-22T17:21Z [---] followers, [---] engagements
"$LFMD Market rotation is a real thing. I do not want to buy markets at all time highs. That being said you have a company that is: .67 P/S 87% GM has a deal with $LLY (NVDA of healthcare) & $NVO (AMD of health care) [--] Debt 46m cash on a 160m mkt cap Growing 20%+ In an industry doing 22% CAGR I may come off as a trader to many of you but the goal is always to accumulate more of the things I believe in. At times that means buying something else when the risk/reward is better in another stock. I have made $LFMD 70% of my portfolio as I have it 190% from fair value. It is in LEAPS [--] years out"
X Link 2026-01-22T18:54Z [---] followers, [----] engagements
"$LFMD This could be a part of the pressure we are feeling with $LFMD. Just remember the key is platforms like Goodrx Costco and Trump RX do not have the doctor. With all this craziness in telehelath it has made me realize that $LFMD truly built something special. 👀 💊https://t.co/jjnWOhbKzY https://t.co/sl7xczH7DE 👀 💊https://t.co/jjnWOhbKzY https://t.co/sl7xczH7DE"
X Link 2026-02-05T18:30Z [---] followers, [----] engagements
"@EndicottInvests Getting investigated by the DOJ is a mag7 prerequisite 😂"
X Link 2026-02-06T22:34Z [---] followers, [---] engagements
"OG $HIMS investors right now. This moment reminds me a lot of $HOOD during the Gamestop saga. For those saying the $HIMS thesis changed. I would say you never understood the $HIMS thesis to begin with. With all this negative sentiment it is getting dangerously close to buy time https://twitter.com/i/web/status/2019923727857906100 https://twitter.com/i/web/status/2019923727857906100"
X Link 2026-02-06T23:58Z [---] followers, [---] engagements
"Stocks I am actively buying: $HIMS (Best opportunity in the market) $LFMD (HIMS [--] years ago) $CAKE (Perfect Growth/Dividend/Value all in one) $SOFI (Loan Platform requires re-rating) $HOOD (The sky is the limit - cyclical) $UBER (Cash flow monster/Tarif Immune) $ABNB (CASH FLOW)"
X Link 2025-04-22T21:11Z [---] followers, [---] engagements
"Seeing confusion about why $HIMS would issue shares despite strong cash. Here's the breakdown: Option A: Acquire a $500M co. with $150M cash + 6.86M shares (dilution now). Option B: Fund via 0% notes convert at $71 = 7M dilution only if stock soars. Smart not desperate"
X Link 2025-05-09T03:54Z [---] followers, [----] engagements
"Running the numbers on what this could mean for $HIMS stock If they execute the market cap today wont even come close to telling the full story. 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW RECORD HIGH - [----] MILLION SHARES - 34% OF FLOAT A reminder that Hims announced the deal with Novo Nordisk to sell Wegovy on Apr [--]. This data is as of Apr [--] SHORTS DOUBLED DOWN 🤯 https://t.co/BvbWvqNj6y 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW RECORD HIGH - [----] MILLION SHARES - 34% OF FLOAT A reminder that Hims announced the deal with Novo Nordisk to sell Wegovy on Apr [--]. This data is as of Apr 30"
X Link 2025-05-09T17:51Z [---] followers, [----] engagements
"$LFMD is a $20 stock trading at a severe discount. If you feel you missed the boat on $HIMS this is your opportunity. There will be multiple winners in this telehealth boom and $LFMD is very well positioned. $LFMD benefits from the Medicare price drop and increase the subscription from Medicare Focusing on Primary Carewhy no one appreciates LifeMD https://t.co/EzRhYWYipD $LFMD benefits from the Medicare price drop and increase the subscription from Medicare Focusing on Primary Carewhy no one appreciates LifeMD https://t.co/EzRhYWYipD"
X Link 2025-05-12T16:28Z [---] followers, [---] engagements
"@Ashton_1nvests $HIMS and the complete sleeper. $CAKE when people finally learn about flowerchild that stock will explode. FRC was one of the best acquisitions I've seen a company do and just flew under the radar"
X Link 2025-05-15T04:22Z [---] followers, [----] engagements
"@amitisinvesting 100% is $HIMS. He invests what he knows and I saw him with hard mints at the last investor conference"
X Link 2025-05-16T03:48Z [---] followers, [----] engagements
"$LFMD institutional ownership is sitting at an all time high These prices are the equivalent of purchasing $HIMS around the $4 mark. This is just the beginning"
X Link 2025-05-19T17:10Z [---] followers, [----] engagements
"$HIMS just filled the gap left in after hours. When in doubt I like to see what is going on in dark pool. Will add in the morning if prices stay here"
X Link 2025-05-21T22:37Z [---] followers, [----] engagements
"Actually the 5th time. Blows my mind that any GLP1 headline still moves $HIMS. I will gladly take this buying opportunity 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $28 PRICE TARGET UNDERPERFORM RATING 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $28 PRICE TARGET UNDERPERFORM RATING"
X Link 2025-05-22T13:09Z [---] followers, [----] engagements
"Some of you might be wondering why $HIMS is moving today. Lets break it down: Volume has been low this week Today is month-end and were seeing a volume spike and upward pressure Most likely fund rebalancing in play Still plenty of interest in $HIMS 👀"
X Link 2025-05-30T17:43Z [---] followers, [----] engagements
"@BoujeeFinances $TDOC is currently valued at .47x sales. $TDOC is currently valued at 1x cash on hand. I just love healthcare this year. $HIMS $LFMD $TDOC & $OSCR make up too much of my portfolio 😅"
X Link 2025-06-01T23:19Z [---] followers, [----] engagements
"@FromValue $HIMS"
X Link 2025-06-03T02:59Z [---] followers, [----] engagements
"@amitisinvesting One of these days we will replace $F and $DIS with $HIMS and $HOOD"
X Link 2025-06-04T18:20Z [---] followers, [----] engagements
"@amitisinvesting Teaching the community the art of buying into strength is not something I see enough of. You have high conviction in your stocks and it shows"
X Link 2025-06-04T18:34Z [---] followers, [----] engagements
"Wild how many doctors are shorting $HIMS. Youd almost think affordable telehealth threatens their cozy Big Pharma kickback ecosystem. #Followthemoney"
X Link 2025-06-12T15:32Z [---] followers, [---] engagements
"This only strengthens the $HIMS bull case. While $LLY and $NVO must advertise individual drugs $HIMS gets to promote the entire platforma marketplace of treatments. This legislation doesnt hurt themit reinforces their moat. 🚨 BREAKING: SENATORS BERNIE SANDERS AND ANGUS KING TO PROPOSE BAN ON DIRECT-TO-CONSUMER DRUG ADS - would include TV radio print digital and social media - would apply to all prescription drug advertisements $HIMS $LLY $NVO 🚨 BREAKING: SENATORS BERNIE SANDERS AND ANGUS KING TO PROPOSE BAN ON DIRECT-TO-CONSUMER DRUG ADS - would include TV radio print digital and social"
X Link 2025-06-12T16:52Z [---] followers, [----] engagements
"Financials are actually solid for $ZETA First arrow - Big short report Second arrow - Liberation day I have fair value around $25-$30 in my DCF Company is producing a lot of cash and using it to buy back shares. That being said I know very little about the company and their competitors"
X Link 2025-06-23T01:59Z [---] followers, [----] engagements
"All you "Ill load the boat if $HIMS hits the 40s again" people well its here. No excuses when were printing all-time highs later. The best entries never feel comfy thats the point"
X Link 2025-06-23T15:17Z [---] followers, [---] engagements
"Let me start by saying that I am a massive $HIMS bull. The more I look into this situation the more I believe this is a game of 4D chess. In the coming weeks I expect a Cease & Desist letter to drop. $HIMS most likely knows what is coming next and what better way to offload supply than with a [--] month supply for the consumer. $HIMS will front load some revenue while "sticking it to big pharma". Ultimately there will most likely be a lawsuit that ends up getting settled for the equivalent of a speeding ticket. $HIMS is a growth company and a growth scare would ultimately be worse than the"
X Link 2025-06-24T23:38Z [---] followers, [----] engagements
"This feels like a great time for this to resurface 🙃 Oh and just a side note $HIMS made a sizeable donation to this administration. I unfortunately did not see $NVO or $LLY on that list. Potentially we are still not giving Andrew and his team enough credit for how well they run this company. Thank you @hollandbaird for representing $HIMS in DC this week. Our shared commitment with @POTUS @RobertKennedyJr and other leaders to address the US obesity epidemic will help millions of Americans with the chronic conditions too many are struggling with. Lets start https://t.co/KK06cqeC5N Thank you"
X Link 2025-06-25T03:10Z [---] followers, [---] engagements
"Just want to clear up a misunderstanding after watching @PronkDaniels video. Even if the FDA tightens rules around GLP-1 compounding it wouldnt stop $HIMS from compounding all of their offerings. $HIMS owns a registered 503B facility which legally allows them to compound off-patent medications in bulk as long as they comply with FDA guidelines. The confusion seems to stem from applying rules about patented drugs to everything they offer. Thats simply not accurate. Many of their compounded treatments are based on off-patent ingredients and remain fully compliant"
X Link 2025-06-25T23:11Z [---] followers, [----] engagements
"@amitisinvesting @TheRayMyers I cannot explain ontology but all I know is $HIMS could use some of that ontology right about now"
X Link 2025-06-26T02:17Z [---] followers, [----] engagements
"We are at war. And someone is nearly out of ammo 👀 $HIMS"
X Link 2025-06-26T15:55Z [---] followers, 14K engagements
"6/26/2025 $HIMS Dark Pool Apparently retail is not the only one feeling bullish 💯"
X Link 2025-06-26T18:03Z [---] followers, [----] engagements
"BREAKING: 512K premium just went into Jan [--] [----] $100 strike Calls This guy must follow @NighthawkTradez on X 💯"
X Link 2025-06-26T19:54Z [---] followers, [----] engagements
"Looks like the morning $HIMS run has some shorts re-thinking their life decisions 💯"
X Link 2025-06-27T16:18Z [---] followers, [---] engagements
"For all of you that think $HIMS is acting recklessly you may be correct. But heres the thing just because you think you understand the risks doesnt mean you understand them better than $HIMS does. Let me introduce you to two members on $HIMS' Board of Directors: Deb Autor Former Deputy Commissioner at the FDA where she oversaw all FDA inspections global regulatory operations and compliance enforcement. She also served as Director of Compliance at CDER and is now Chair of the FDA Alumni Association. She is one of the most well-connected regulatory minds in the industry. Kre Schultz Former CEO"
X Link 2025-06-27T19:37Z [---] followers, [----] engagements
"$HIMS Dark Pool 6/30/2025 - 80% bearish the first half of the day - Over half a mil in $105 strike for Jan [----] 🤯 - Mix of shorts doubling down and covering These next two weeks will be very telling. Vol is cheap right now 🙃"
X Link 2025-06-30T19:36Z [---] followers, [----] engagements
"$HIMS Dark Pool 7/1/2025 [---] Mil into March [----] $90 Strike 🤯🤯 A lot of hedging on the fall this morning Nearly even on Bull/Bear"
X Link 2025-07-01T17:06Z [---] followers, [----] engagements
"@amitisinvesting That money would have gotten you double the shares in $HIMS 😂 Congrats Amit Not only did you make crazy money but you changed a lot of lives through your content. This is just the beginning for AK Media 💪"
X Link 2025-07-02T17:02Z [---] followers, [----] engagements
"@HolySmokas $HIMS easily"
X Link 2025-07-02T19:54Z [---] followers, [----] engagements
"$LYFT is the best opportunity in the market right now"
X Link 2025-07-09T19:18Z [---] followers, [---] engagements
"@HolySmokas I have a feeling $DUOL will outperform $TTCF"
X Link 2025-07-09T20:36Z [---] followers, [----] engagements
"@LEAPTRADER_ $HIMS. Telehealth CAGR is like 22% for the next decade. Hard to find another sector growing this fast while also getting the market leader at a discount. Easy filing cabinet stock to add on dips"
X Link 2025-07-10T18:04Z [---] followers, [---] engagements
"I bet these guys still use a fax machine as well 😂 People like to find every reason to tear HIMS apart but answer two questions. What is the TAM they are after Who are they competing against Once those questions are fully answered the only logical thing to do is full port $HIMS. Dudum and team are miles ahead of the competition and are not slowing down anytime soon"
X Link 2025-07-15T23:43Z [---] followers, [---] engagements
"As a former supply chain analyst & cost accountant here's my take: This still favors $HIMS. Tariffs will hit raw materials and finished goods. But HIMS is vertically integrated & manufactures in the U.S. giving them more control over sourcing & cost structure than competitors. Trump's goal is clear: lower drug costs & bring manufacturing back home. HIMS already does both. Their exec team is best-in-class politically connected proactive and strategic. Lets not forget: $HIMS donated $1M to this admin & has ties to RFK. Most competitors will scramble. $HIMS can lean on automation scale and"
X Link 2025-07-16T04:18Z [---] followers, 10.6K engagements
"$UBER giving you a preview of what the next two years is going to look like for $LYFT. $LYFT operates with higher gross margins than $UBER and is just turning profitable. Check the chart of when $UBER started turning profitable. Full post coming on why $LYFT may be the best opportunity in the market right now from a fundamental and technical standpoint"
X Link 2025-07-18T04:03Z [---] followers, [----] engagements
"$LYFT is the best value I can find in the market. P/FCF of [----]. Cash flow and top-line revenue both growing double digits. DCF says its cheap. Its now my largest position and Ill keep banging the drum and adding"
X Link 2025-07-31T03:16Z [---] followers, [----] engagements
"@LEAPTRADER_ After extensive back testing for selling CSP's my findings were RSI has the highest correlation to a successful outcome"
X Link 2025-08-07T20:09Z [---] followers, [---] engagements
"$LYFT FCF yield this most recent quarter was 21%. FCF growth: 20%+ Revenue growth: 12%+ Best value I can find in the market currently"
X Link 2025-08-12T22:51Z [---] followers, [---] engagements
"BREAKING: Bridgewater Associates has taken a new position in $LYFT adding [-------] shares ($39.1M at Q2 close) as of June [--] [----] per todays 13F filing. The worlds largest hedge fund now joins the growing list of institutions building stakes in the rideshare leader"
X Link 2025-08-13T20:30Z [---] followers, [----] engagements
"Q2 Recap for BofA / $LYFT - BofA analyst $LYFT rating changed to "Sell" 4/2/2025 - $LYFT sells off 24% the following week - BofA adds 2.6m shares (1.3M via call options) of $LYFT in Q2 Know the game being played"
X Link 2025-08-14T23:11Z [---] followers, [----] engagements
"$LYFT IYKYK ✅ [--] P/FCF ✅ Double-digit growth (Rev & FCF) ✅ Inst. ownership ATH (+24M Q2) ✅ EU + CAN expansion ✅ Baidu AV partnership (EU) ✅ Accelerated buyback (13% of float) ✅ CEO buying shares Cheap to the company. Cheap to the CEO. Cheap to institutions. Its my largest position. Value in a frothy market. $LYFT"
X Link 2025-08-17T21:23Z [---] followers, [----] engagements
"$LYFT 8% day At some point the nearly 20% short interest comes into play. $LYFT IYKYK ✅ [--] P/FCF ✅ Double-digit growth (Rev & FCF) ✅ Inst. ownership ATH (+24M Q2) ✅ EU + CAN expansion ✅ Baidu AV partnership (EU) ✅ Accelerated buyback (13% of float) ✅ CEO buying shares Cheap to the company. Cheap to the CEO. Cheap to institutions. Its my https://t.co/256cvbRGWk $LYFT IYKYK ✅ [--] P/FCF ✅ Double-digit growth (Rev & FCF) ✅ Inst. ownership ATH (+24M Q2) ✅ EU + CAN expansion ✅ Baidu AV partnership (EU) ✅ Accelerated buyback (13% of float) ✅ CEO buying shares Cheap to the company. Cheap to the CEO."
X Link 2025-08-22T18:49Z [---] followers, [---] engagements
"@DividendDude_X $LYFT. Market dynamics will greatly favor this name. About to break out of a [--] year consolidation company issuing accelerated buyback 6.5X P/FCF CEO buying shares. Very easy to hold this in a frothy market"
X Link 2025-08-30T20:56Z [---] followers, [----] engagements
"Why $LFMD is being mispriced theres actually a good reason Q224 Q125: GLP-1 compounded sugar rush ✅ Compounded GLP-1 boom drives growth ✅ In Q125 $LFMD reported [--] month payback on ad spend ✅ Raised guidance ➡ This is what created the growth premium Q225: The rug pull (growth scare begins) ⚠ Partnerships with $NVO + $LLY forced them to stop selling compounded GLP-1s ⚠ Return issues + disruption in GLP-1 revenue ⚠ Friction converting patients into more expensive branded meds ⚠ Prior ad spend aimed at compounded GLP-1 became obsolete ➡ CAC impact hits here Q325: Reset quarter (and the real story"
X Link 2026-01-24T17:43Z [---] followers, [----] engagements
"Completely agree This feels like more of a sectoral thing. $LFMD $WW $TDOC $HIMS They are all showing weakness and it is understandable. Some of the names actual have a real catalyst. I think we are at the point of "show me". The re-rating that will happen will be pretty insane imo. https://twitter.com/i/web/status/2016306141803004125 https://twitter.com/i/web/status/2016306141803004125"
X Link 2026-01-28T00:23Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing