# ![@TheInvestinGuy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1513947679826628611.png) @TheInvestinGuy TheInvestingGuy

TheInvestingGuy posts on X about $rbrk, meta, $meta, $pgy the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1513947679826628611/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513947679826628611/c:line/m:interactions.svg)

- [--] Week [------] -50%
- [--] Month [------] +260%
- [--] Months [-------] +7,981%
- [--] Year [-------] +16,358%

### Mentions: [--] [#](/creator/twitter::1513947679826628611/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513947679826628611/c:line/m:posts_active.svg)

- [--] Week [--] -4%
- [--] Month [--] +70%
- [--] Months [---] +2,840%
- [--] Year [---] +9,900%

### Followers: [---] [#](/creator/twitter::1513947679826628611/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513947679826628611/c:line/m:followers.svg)

- [--] Week [---] +2.20%
- [--] Month [---] +32%
- [--] Months [---] +713%
- [--] Year [---] +3,017%

### CreatorRank: [---------] [#](/creator/twitter::1513947679826628611/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513947679826628611/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  72% [technology brands](/list/technology-brands)  27% [finance](/list/finance)  22% [cryptocurrencies](/list/cryptocurrencies)  18% [automotive brands](/list/automotive-brands)  3% [social networks](/list/social-networks)  2% [fashion brands](/list/fashion-brands)  1% [countries](/list/countries)  1%

**Social topic influence**
[$rbrk](/topic/$rbrk) #14, [meta](/topic/meta) 14%, [$meta](/topic/$meta) #207, [$pgy](/topic/$pgy) #25, [$hrow](/topic/$hrow) #6, [$four](/topic/$four) #5, [$oscr](/topic/$oscr) #54, [$dlo](/topic/$dlo) #9, [$msft](/topic/$msft) #380, [company](/topic/company) 6%

**Top accounts mentioned or mentioned by**
[@topsecretstocks](/creator/undefined) [@mmatters22596](/creator/undefined) [@jminvestment0](/creator/undefined) [@mvcinvesting](/creator/undefined) [@gubloinvestor](/creator/undefined) [@mattwat16001736](/creator/undefined) [@growthrapidly](/creator/undefined) [@thelonginvest](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@hap0606](/creator/undefined) [@dividenddude](/creator/undefined) [@egsportstakes](/creator/undefined) [@qualityinvest5](/creator/undefined) [@matheussilvae](/creator/undefined) [@stonkchris](/creator/undefined) [@bjmtweets](/creator/undefined) [@contrariankiwi](/creator/undefined) [@investordenis](/creator/undefined) [@luciferm73865](/creator/undefined) [@firedupwealth](/creator/undefined)

**Top assets mentioned**
[Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Metadium (META)](/topic/$meta) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [4 (FOUR)](/topic/$four) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [DLocal Limited (DLO)](/topic/$dlo) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [ZetaChain (ZETA)](/topic/$zeta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [The Root Network (ROOT)](/topic/$root) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Intel Corporation (INTC)](/topic/$intc) [Mastercard, Inc. (MA)](/topic/$ma) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [Adobe, Inc. (ADBE)](/topic/$adbe) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [PENG (PENG)](/topic/$peng) [NuCypher (NU)](/topic/$nu) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) [Sea Limited (SE)](/topic/$se) [MercadoLibre Inc (MELI)](/topic/$meli) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Centene Corp (CNC)](/topic/$cnc) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [AppLovin Corporation (APP)](/topic/$app) [S&P Global Inc (SPGI)](/topic/$spgi) [Omada Health, Inc (OMDA)](/topic/$omda) [Reddit, Inc.  (RDDT)](/topic/$rddt) [UnitedHealth Group (UNH)](/topic/$unh) [Tesla, Inc. (TSLA)](/topic/tesla) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Unity Software Inc. (U)](/topic/$u)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This $RBRK is getting ridiculous. This is my highest conviction stock and I will happily keep buying. Founder led Incredible growth Bright future: data for machine learning is growing exponentially and that data needs to be secured. $MSFT parter of the year"  
[X Link](https://x.com/TheInvestinGuy/status/2016889883776733546)  2026-01-29T15:03Z [---] followers, [----] engagements


"@MMatters22596 [--]. $RBRK $110 [--]. $NU $30 [--]. $DLO $25 [--]. $PGY $55 [--]. $FOUR $110 [--]. $OSCR $35"  
[X Link](https://x.com/TheInvestinGuy/status/2017275318189379781)  2026-01-30T16:34Z [---] followers, [----] engagements


"$RBRK my highest conviction play the sell off is absolutely stupid. This is a much better company than $CVLT with excellent managment undervalued compared to peers. AI is a tailwind for them this is not an average AI company. Machine learning needs exponentially more data"  
[X Link](https://x.com/TheInvestinGuy/status/2017282133220368659)  2026-01-30T17:01Z [---] followers, [----] engagements


"$RBRK one of my highest conviction stocks as it ticks all of my criteria. They reported incerdible numbers last earnings report. The only reason it is down because it is a software company and because they are taking marketshare from $CVLT. Make it make sense. Buy zone is at $50"  
[X Link](https://x.com/TheInvestinGuy/status/2017283153296077296)  2026-01-30T17:05Z [---] followers, [----] engagements


"$FOUR after $V and $MA showing that the consumer remains strong I am expecting a good earnings report. The sell off is overdone imo they have a lot of debt butit is due at [----] and beyond. If managment hits there target off 1B in FCF by then debt should be no problem"  
[X Link](https://x.com/TheInvestinGuy/status/2017293732765151586)  2026-01-30T17:48Z [---] followers, [----] engagements


"$PGY the discount it is getting is incredible. They trade at 5x [----] EBITDA while $UPST at 16x. $PGY has the better business model and with rates coming down I think this will go for another leg up really soon. Earnings are in [--] weeks and im expecting another stellar report"  
[X Link](https://x.com/TheInvestinGuy/status/2017297235369730152)  2026-01-30T18:01Z [---] followers, [----] engagements


"@topsecretstocks What is your opinion on $FOUR"  
[X Link](https://x.com/TheInvestinGuy/status/2017582222220419497)  2026-01-31T12:54Z [---] followers, [---] engagements


"$META is doing something special. Both ad impressions and the price per add are up. Normally only one of the two is positive. This is the result of all their capex spend showing real returns as advertisers see better engagement on their ads"  
[X Link](https://x.com/TheInvestinGuy/status/2017657579703357763)  2026-01-31T17:53Z [---] followers, [----] engagements


"$META was the first stock of my portfolio to report earnings. They finished the year with more than 200B in revenue and are guiding for an acceleration to 30% YoY for next quarter. Im very happy to have sold $GOOGL for $META as i think the risk/reward is better. Up to the next"  
[X Link](https://x.com/TheInvestinGuy/status/2017657824755552546)  2026-01-31T17:54Z [---] followers, [---] engagements


"portfolio update: $META reported really good numbers and are expecting an acceleration in revenue. Im happy to have sold $GOOGL for it. Im planning on buying $FOUR as $V and $MA showed that the consumer spending is still healthy and the price atm makes no sense"  
[X Link](https://x.com/TheInvestinGuy/status/2017662049111748967)  2026-01-31T18:11Z [---] followers, [---] engagements


"@Gubloinvestor $META atm but planning on adding heavy on $RBRK as I find it the most compelling stock. I always liked cybersecurity stocks and I like $RBRK as they are relative small and have a huge moat in a sector that I expect to grow substantially the coming years thanks to machine learning"  
[X Link](https://x.com/TheInvestinGuy/status/2017979750174572955)  2026-02-01T15:13Z [---] followers, [---] engagements


"$ZETA is approaching a no brainer level again. The [---] WMA is sitting at $17.21 which means there FY26 EV/Revenue is 2.26x while the company is growing 34%. I will definitely start a small position at that level and maybe average down if we do see more downside"  
[X Link](https://x.com/TheInvestinGuy/status/2017993141391851796)  2026-02-01T16:07Z [---] followers, [---] engagements


"$SE is crashing while the companies is growing 35%. Imo this is an opportunity if you want some exposure to emerging markets. While I find $MELI a better alternative I would start a small position at $100"  
[X Link](https://x.com/TheInvestinGuy/status/2018376803526549803)  2026-02-02T17:31Z [---] followers, [----] engagements


"@MattWat16001736 I find $SE at $100 a better buy than $MELI now. But I find $MELI a better company"  
[X Link](https://x.com/TheInvestinGuy/status/2018392758298218577)  2026-02-02T18:35Z [---] followers, [---] engagements


"Capex guidance for FY26 from the Mag [--] so far: Google: $175B-$185B vs $119B estimate Meta: $115B-$135B vs $110B estimate Tesla: $20B vs $11B estimate Amazon: $200B vs $146B estimate Microsoft: Run rate (based on 2Q) at $120B Oh my $NVDA will have an incredible year"  
[X Link](https://x.com/TheInvestinGuy/status/2019724856275931171)  2026-02-06T10:48Z [---] followers, [--] engagements


"$OSCR after a terrible earnings report form $MOH and bad guidance from $CNC I think $OSCR will shock everyone with members guidance for [----]. Imo they are taking market share but we will see Tuesday. This market cap makes no sense to me: MC: 2.9B cash: 1.5B FCF: 700M"  
[X Link](https://x.com/TheInvestinGuy/status/2019777902456275163)  2026-02-06T14:19Z [---] followers, [---] engagements


"PORTFOLIO UPDATE: Doubled my $RBRK position and I am planning to make it my biggest position as it is my highest conviction stock trading at a discount. Initiated a position in $ZETA as I like the company and think they are undervalued at current price"  
[X Link](https://x.com/TheInvestinGuy/status/2020074239089397830)  2026-02-07T09:56Z [---] followers, [---] engagements


"What an incredible [--] hours it has been. First $HIMS launches compounded semaglutide pills. A day later the FDA says it will take swift action against illegal copycat drugs. Now $HIMS say: "we have decided to stop offering access to this treatment" Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had"  
[X Link](https://x.com/TheInvestinGuy/status/2020253415968997529)  2026-02-07T21:48Z [---] followers, [---] engagements


"What this SaaS sell-off is doing to people. $RBRK WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time but I dont I only exist at t=0 i.e. at the present (beyond) time And at the present time there is no WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time but I dont I only exist at t=0 i.e. at the present (beyond) time And at the present time there is no"  
[X Link](https://x.com/TheInvestinGuy/status/2021201241473417571)  2026-02-10T12:35Z [---] followers, [---] engagements


"If $OSCR can reach their guidance of 19B in revenue [----] could be a big year. According to the CEO they can achieve 2.5% net margin and thinks a [---] P/S is fair. His means a 9B marketcap they are now worth 3B so basically a 3x"  
[X Link](https://x.com/TheInvestinGuy/status/2021315732169003269)  2026-02-10T20:09Z [---] followers, [---] engagements


"$APP reports earnings after the close today with an implied move of 12.39%. Before the market open $U reported bad earnings and $APP is down 33% already this year. Let's see if they can keep up their 70% growth"  
[X Link](https://x.com/TheInvestinGuy/status/2021682741499076698)  2026-02-11T20:28Z [---] followers, [---] engagements


"$SPGI is now trading at a P/E of 23.2x. This is insane for such a wide moat company people are acting like they can vibe code it overnight. Imo this is a good buy as this is a quality compounder that some time in the future will recover back to a [--] P/E"  
[X Link](https://x.com/TheInvestinGuy/status/2021685078212923401)  2026-02-11T20:37Z [---] followers, [---] engagements


"$HROW a chart doesn't get better than this. Im expecting a bottom here to than break out to all time highs. The company is incredibly undervalued with my fair value of $110"  
[X Link](https://x.com/TheInvestinGuy/status/2017300890701463954)  2026-01-30T18:16Z [---] followers, [----] engagements


"$OMDA forming a beautiful base on IPO levels. They already posted preliminary earnings which were incredible showing an acceleration in growth. I am normally not a fan of buying companies who just IPO'd but this one looks really tempting"  
[X Link](https://x.com/TheInvestinGuy/status/2017308491686289634)  2026-01-30T18:46Z [---] followers, [---] engagements


"These are the stocks that I believe are giving you the best risk/reward: $PGY $19 $HROW $40 $DLO $13 $FOUR $59 $RBRK $55 $OSCR $14 $ROOT $62 $PSIX $71 What are your thoughts Have I missed any"  
[X Link](https://x.com/TheInvestinGuy/status/2017659227527922154)  2026-01-31T18:00Z [---] followers, [----] engagements


"$HROW is up 8% after reaffirmed its FY2025 revenue guidance of $270-280M and highlighted continued execution across its commercial and development programs. The stock was likely pulling back because investors were worried about a Q4 miss. BTW: It trades at 13x NTM EV/EBITDA"  
[X Link](https://x.com/TheInvestinGuy/status/2018352342119133379)  2026-02-02T15:54Z [---] followers, [---] engagements


"Today I went on a buying spree. I bought more $RBRK because it is my highest conviction stock and want to make it my biggest position. The selloff is complete BS imo. I also bought $FOUR as I think the downside atm is very limited. And I finally started a position in $ZETA"  
[X Link](https://x.com/TheInvestinGuy/status/2019181657429815381)  2026-02-04T22:49Z [---] followers, [---] engagements


"$RBRK: prelim results exceeds all guidance metrics. The market: -4%"  
[X Link](https://x.com/TheInvestinGuy/status/2019452092398629027)  2026-02-05T16:44Z [---] followers, [---] engagements


"$NFLX is approaching a key support level. I think the $WBD acquisition is a homerun and they can achieve close to 20B of FCF within [--] year of the acquisition closing. They are currently trading at a forward P/E of [--] which is very low for such a wide moat company"  
[X Link](https://x.com/TheInvestinGuy/status/2019782419553857850)  2026-02-06T14:37Z [---] followers, [---] engagements


"$AMZN add business is incredible. High margin with high growth. It is an 85B revenue business growing 23% with 35% margins. If we assume 15x EBITDA we get a 450B valuation or around 20% of the marketcap. Imo $AMZN is a buy atm with AWS reaccelerating and improving margins"  
[X Link](https://x.com/TheInvestinGuy/status/2019783642889785399)  2026-02-06T14:42Z [---] followers, [---] engagements


"Breaking: Bloomberg just shared data from January on $HROW's VEVYE vs. competitors. Veyve is taking huge market share. I still fully believe they are mispriced as they are only trading at 13x NTM EV/EBITDA with EBITDA expected to grow [--] CAGR through CY2029"  
[X Link](https://x.com/TheInvestinGuy/status/2019856338227196177)  2026-02-06T19:30Z [---] followers, [---] engagements


"I am heavily considering starting a position in $NOW monday. They just broke the [-----] Fib and are sitting at a key support level also look at that volume today. I will take the weekend to research the company and if we see a bounce monday I will start a position"  
[X Link](https://x.com/TheInvestinGuy/status/2019898263059439985)  2026-02-06T22:17Z [---] followers, [---] engagements


"$PGY with a perfect tap on the [-----] Fib Today was a huge day with shares up 12% and an extra 3% in after hours. They will report earnings monday before the market opens Im expecting a beat and raise like last quarter. At the current price they trade at [---] EV/EBITDA NTM"  
[X Link](https://x.com/TheInvestinGuy/status/2019899521468158069)  2026-02-06T22:22Z [---] followers, [----] engagements


"Rating the Mag6 ( $TSLA doesn't deserve to be in it) on best buy today: $META: cheapest on forward P/E guiding for an acceleration in revenue $AMZN: AWS reaccelerating and robotics opportunity $NVDA: strong capex guidance $MSFT: incredibly cheap $GOOG:valuation to high $AAPL:same"  
[X Link](https://x.com/TheInvestinGuy/status/2020251804982997342)  2026-02-07T21:42Z [---] followers, [---] engagements


"$RDDT this is getting realy interesting. They posted incredible earnings as expected beating EPS bij 33% and revenue by 9%. Their rule of [--] is [---] $RDDT is not trading at a P/S of [--] while growing revenue by 70% and rapidly expanding operating margins. Gap fill at $117 = BUY"  
[X Link](https://x.com/TheInvestinGuy/status/2020266323604042095)  2026-02-07T22:40Z [---] followers, [---] engagements


"Top [--] biggest sandbaggers: [--]. $RDDT [--]. $RBRK [--]. $SOFI [--]. $ZETA"  
[X Link](https://x.com/TheInvestinGuy/status/2020270441185853910)  2026-02-07T22:56Z [---] followers, [---] engagements


"Imo AI will not be disrupting $ADBE. Gemini is literally integrated in $ADBE do you really think $GOOG would let that happen if they wanted to disrupt them. Also when you generate an image with AI it will never be just like you wanted it to be. So you still need $ADBE"  
[X Link](https://x.com/TheInvestinGuy/status/2020478891320623397)  2026-02-08T12:44Z [---] followers, [--] engagements


"$PGY just reported earnings: EPS beat: [---] vs [----] expected (370% YoY) Revenue miss: 335M vs 349.51M expected (20% YoY) shares are down 8%"  
[X Link](https://x.com/TheInvestinGuy/status/2020831345044590758)  2026-02-09T12:05Z [---] followers, [----] engagements


"$OSCR OH MY AM I READING THAT GUIDANCE RIGHT [----] Guidance: Revenue $18.7-19B vs $12.76B Estimate 🟢 HUGE BEAT EBIT $250-450M vs $5M Estimate 🟢 HUGE BEAT SG&A Ratio of 15.8-16.3% 🟢 Medical Loss Ratio 82.4-82.4% 🟢"  
[X Link](https://x.com/TheInvestinGuy/status/2021187172364157370)  2026-02-10T11:39Z [---] followers, [----] engagements


"Thank you algos for selling $NBIS down 10% on incredible earnings"  
[X Link](https://x.com/TheInvestinGuy/status/2021962211565220295)  2026-02-12T14:58Z [---] followers, [---] engagements


"@growthrapidly Imo $PLTR: overvalued $HOOD: fairly valued $CRWD: overvalued $SHOP: fairly valued $APP: undervalued $AMZN: undervalued"  
[X Link](https://x.com/TheInvestinGuy/status/2021996915815288929)  2026-02-12T17:16Z [---] followers, [---] engagements


"How is the MC of $ROOT only 900M. They are profitable and 200M in FCF this year while also having 654.4M cash on hand. They are continually making deals with $CVNA or Hyundai for example. Revenue is still growing 25%+ while trading at a P/S of [----] while competitors trade at 1"  
[X Link](https://x.com/TheInvestinGuy/status/2022431949550424558)  2026-02-13T22:05Z [---] followers, [---] engagements


"On Tuesday [--] February we will see an update on the holdings of Dev Kantesaria. Will we see some major changes or just like last quarter almost no moves $FICO $SPGI $MA $MCO $V $INTU $ASML $EFX $MSCI"  
[X Link](https://x.com/TheInvestinGuy/status/2022795015206949005)  2026-02-14T22:08Z [---] followers, [---] engagements


"At what point does $ADBE get to cheap to ignore. They are still growing revenue 10%+ with no signs of AI disrupting them. They are also buying back a lot of shares which boosts their EPS. Imo we are nearing peak pessimism and if their next report still shows no cracks we go up"  
[X Link](https://x.com/TheInvestinGuy/status/2020472847148134892)  2026-02-08T12:20Z [---] followers, [----] engagements


"$HROW showing some real strength today. I think the reason for that is that they are hiring [---] new reps this shows that the expected growth for the next few years is real. Imo if they can archieve their guidance or even come close this will be a multibagger in the coming years"  
[X Link](https://x.com/TheInvestinGuy/status/2021683870463107236)  2026-02-11T20:32Z [---] followers, [---] engagements


"$PGY reported a slowdown in revenue to 19.8%. This ia an intentional slowdown driven by an intentional tightening of credit standards in order to ensure that the company does not get burned in the future. They focused on profitability with net income growing 98.1%"  
[X Link](https://x.com/TheInvestinGuy/status/2022661052761067887)  2026-02-14T13:15Z [---] followers, [---] engagements


"After the recent drawdown here is my top [--] best stocks to buy now: [--]. $RBRK [--]. $ZETA [--]. $NBIS [--]. $ADBE [--]. $META [--]. $AMZN [--]. $OSCR [--]. $HROW [--]. $FOUR [--]. $DLO HM: $PGY sentiment is realy bad atm so I am expecting a bigger drawdown. But when that finishes it is a top stock to buy"  
[X Link](https://x.com/TheInvestinGuy/status/2022785383126155488)  2026-02-14T21:29Z [---] followers, [---] engagements


"My favourite company in the world is $TSM. They have an incredible moat new factories get exponentially more expensive the better the technology. Atm only $INTC and Samsung are competitors. $INTC is burning money and will not be able to built the new more expensive factories"  
[X Link](https://x.com/TheInvestinGuy/status/2022788888704483838)  2026-02-14T21:43Z [---] followers, [---] engagements


"Maybe investing is not so complicated. Making a portfolio of: 33% $MSFT 33% $META 33% $AMZN is almost guaranteed to outperform over the next few years"  
[X Link](https://x.com/TheInvestinGuy/status/2022801968830304754)  2026-02-14T22:35Z [---] followers, [---] engagements


"@joecarlsonshow $META in the first part and $AMZN the second part of the year"  
[X Link](https://x.com/TheInvestinGuy/status/2000265451511718086)  2025-12-14T18:03Z [---] followers, [----] engagements


"@Hap0606 I don't really know much of $S but I think $RBRK has a bigger moat and reports excellent numbers every quarter. Imo management is a crucial factor and I fully trust $RBRK management. I should maybe research $S but I have already enough exposure to cybersecurity"  
[X Link](https://x.com/TheInvestinGuy/status/2000955332743586112)  2025-12-16T15:45Z [---] followers, [---] engagements


"This $RBRK sell off is getting crazy. Are we really going back to prices before the incredible earnings report. I will definitely add some more if we do get down there"  
[X Link](https://x.com/TheInvestinGuy/status/2001316711174193407)  2025-12-17T15:41Z [---] followers, [----] engagements


"After lissing $NBIS at $25 after the deepseek drama a new buying opportunity is presenting itself. At $65 I will load the boat this is major support as this fills the $MSFT gap and the [---] DMA and [-----] support are sitting at the same level. They are also incredibly undervalued"  
[X Link](https://x.com/TheInvestinGuy/status/2001338967892070420)  2025-12-17T17:09Z [---] followers, [----] engagements


"My favorite stock. Good management Good growth Cheap valuation That is why it is my highest conviction stock. Up 53% ytd and way more to go. If we apply a [--] p/e on [----] earnings we get a share price of $28.25 which is a 78% gain in [--] years time and that is conservative"  
[X Link](https://x.com/TheInvestinGuy/status/2001372422323540204)  2025-12-17T19:22Z [---] followers, [---] engagements


"$SMR is shaping up to be a generational buy one of the most exciting companies for the next few years completing its correction. Imo we are in the last leg down and I am waiting for the MACD cross on the weekly"  
[X Link](https://x.com/TheInvestinGuy/status/2001426056515874951)  2025-12-17T22:55Z [---] followers, [----] engagements


"There really should be a health insurance ETF with $UNH $MOH $OSCR $ELV $CNC $HUM $CVS. I think it would be a great etf for [----]. If it does exist please tell me because I want to buy it. 🙏"  
[X Link](https://x.com/TheInvestinGuy/status/2002493359416611133)  2025-12-20T21:36Z [---] followers, [----] engagements


"@topsecretstocks What holds you back from buying $HROW Imo still incredibly undervalued even after the recent earnings surge"  
[X Link](https://x.com/TheInvestinGuy/status/2002751479057362991)  2025-12-21T14:42Z [---] followers, [---] engagements


"$HROW you absolutely love to see it back above $50. My PT for next year is $80 so we are still early.($80 is very conservative)"  
[X Link](https://x.com/TheInvestinGuy/status/2003846958516183045)  2025-12-24T15:15Z [---] followers, [---] engagements


"@JM_Investment0 It is my favorite stock to benefit from the health care recovery. It only has a $3.5B so much more upside than $UNH for example. Also they have an excellent CEO and are trading at only a [----] P/S"  
[X Link](https://x.com/TheInvestinGuy/status/2004857283826880676)  2025-12-27T10:09Z [---] followers, [---] engagements


"@topsecretstocks It be the next $PLTR (Please im currently down 10% on my position)"  
[X Link](https://x.com/TheInvestinGuy/status/2004962170405273660)  2025-12-27T17:06Z [---] followers, [---] engagements


"@TheLongInvest $PLTR is a good example of this"  
[X Link](https://x.com/TheInvestinGuy/status/2005013186773483634)  2025-12-27T20:29Z [---] followers, [---] engagements


"The price action of $PGY the last few weeks in comparison with $UPST is absolutely ridiculous. Imo it should be the other way around $PGY had a fantastic earnings report while $UPST reported an ugly balance sheet and had to decline loans. $PGY is also a lot cheaper and safer"  
[X Link](https://x.com/TheInvestinGuy/status/2005672700455665967)  2025-12-29T16:10Z [---] followers, [--] engagements


"@mvcinvesting The data from Bloomberg is looking incredibly good for $HROW. Next earnings report is going to blow away analyst expectations"  
[X Link](https://x.com/TheInvestinGuy/status/2005676472170864684)  2025-12-29T16:25Z [---] followers, [---] engagements


"@JM_Investment0 What's the $PATH thesis Very low growth expected for the price they are trading at"  
[X Link](https://x.com/TheInvestinGuy/status/2005998739689984114)  2025-12-30T13:45Z [---] followers, [----] engagements


"@MMatters22596 Why $EOSE over $FLNC"  
[X Link](https://x.com/TheInvestinGuy/status/2006366880672764073)  2025-12-31T14:08Z [---] followers, [---] engagements


"Now that [----] will start tomorrow here are my favorite stocks for the year. $PGY $HROW $RBRK $DLO Favorite MAG 7: $META as they are trading relatively cheap and consistently beat EPS by a wide margin. Favorite ETF: $IHF as I think health insurance will outperform the market"  
[X Link](https://x.com/TheInvestinGuy/status/2006369032916599042)  2025-12-31T14:17Z [---] followers, [---] engagements


"@mvcinvesting Are you posting a new portfolio update this evening"  
[X Link](https://x.com/TheInvestinGuy/status/2007141268816834582)  2026-01-02T17:25Z [---] followers, [----] engagements


"@dividenddude Imo $META is better second fastest growing mag [--] trading at cheapest valuation. And founder led by Zuckerberg"  
[X Link](https://x.com/TheInvestinGuy/status/2007538528767369455)  2026-01-03T19:44Z [---] followers, [---] engagements


"@growthrapidly $HROW $DLO $PGY imo are the best and safest"  
[X Link](https://x.com/TheInvestinGuy/status/2007798291082412415)  2026-01-04T12:56Z [---] followers, [----] engagements


"@TheLongInvest The better the technology the smaller the transistors the higher it costs to build a new fab. And the price to build a new fab is increasing exponentially. $TSM is making massives amount of free cash flow that can be used to find these buildings. $INTC is still losing money"  
[X Link](https://x.com/TheInvestinGuy/status/2007952045471342646)  2026-01-04T23:07Z [---] followers, [---] engagements


"@topsecretstocks Have you looked at $OMDA"  
[X Link](https://x.com/TheInvestinGuy/status/2008123565531664456)  2026-01-05T10:29Z [---] followers, [---] engagements


"Took a small bet on $PENG today. Im expecting good numbers. Retail sentiment is at an all time high while institutions keep buying. I think we will see a huge move to the upside as I think the guidance will be really good"  
[X Link](https://x.com/TheInvestinGuy/status/2008633924688265306)  2026-01-06T20:17Z [---] followers, [---] engagements


"And here it is currently up 10%. [----] couldn't have started better. $PENG Took a small bet on $PENG today. Im expecting good numbers. Retail sentiment is at an all time high while institutions keep buying. I think we will see a huge move to the upside as I think the guidance will be really good. Took a small bet on $PENG today. Im expecting good numbers. Retail sentiment is at an all time high while institutions keep buying. I think we will see a huge move to the upside as I think the guidance will be really good"  
[X Link](https://x.com/TheInvestinGuy/status/2008646337051725858)  2026-01-06T21:06Z [---] followers, [---] engagements


"@egsportstakes No it was actually the opposite guidance was weak but the big beat on EPS is pushing the stock higher. Can't complain tbh"  
[X Link](https://x.com/TheInvestinGuy/status/2008655145543102877)  2026-01-06T21:41Z [---] followers, [--] engagements


"$PENG had a decent earnings report I will continue to hold my small bet as the chart looks really promising. Right now we are heading in to resistance at the $23-24 mark. If we can clear that we will fill the gap to $27 for a 20% gain. It is important to hold the trendline"  
[X Link](https://x.com/TheInvestinGuy/status/2008886996283101427)  2026-01-07T13:02Z [---] followers, [---] engagements


"@topsecretstocks $NU is my favorite holding atm. Every quarter I keep getting amazed by the numbers they are dropping. Easiest and safest stock to outperform by a large margin"  
[X Link](https://x.com/TheInvestinGuy/status/2009034698551402815)  2026-01-07T22:49Z [---] followers, [--] engagements


"@QualityInvest5 This post reminds me of your $ASML post we all know how that turned out"  
[X Link](https://x.com/TheInvestinGuy/status/2011125195952791739)  2026-01-13T17:16Z [---] followers, [---] engagements


"@matheussilvae Inflation is at 16% in Kazakhstan"  
[X Link](https://x.com/TheInvestinGuy/status/2011364948115640333)  2026-01-14T09:09Z [---] followers, [---] engagements


"@StonkChris You learned nothing with $SOFI. The stock did absolutely nothing for [--] years to then go on a 300% rally in a year"  
[X Link](https://x.com/TheInvestinGuy/status/2011718841043468735)  2026-01-15T08:35Z [---] followers, [---] engagements


"@topsecretstocks Isn't growth slowing down a ton and trading at a [--] Pe"  
[X Link](https://x.com/TheInvestinGuy/status/2014690431901085955)  2026-01-23T13:23Z [---] followers, [---] engagements


"@topsecretstocks Definitely the debt are still [--] years from now and they are expecting to generate 1B $ in FCF then. So debt won't be a problem then. Imo the market will re-rate the company after it has proven to show that they can grow organically. Management is buying a ton of stock back now"  
[X Link](https://x.com/TheInvestinGuy/status/2013765910889218545)  2026-01-21T00:09Z [---] followers, [--] engagements


"@JM_Investment0 $ROOT is a better business trading at a way lower multiple but with worse management. Analyst have way to low expectations for next year for $ROOT so I think they will beat it easily and hopefully get a higher multiple"  
[X Link](https://x.com/TheInvestinGuy/status/2014400900811423795)  2026-01-22T18:12Z [---] followers, [---] engagements


"@MMatters22596 You really should look into $RBRK if you haven't done it yet. Such a special company that fits all my criteria"  
[X Link](https://x.com/TheInvestinGuy/status/2017280030305288494)  2026-01-30T16:53Z [---] followers, [---] engagements


"@bjmtweets I would take $PGY over $UPST"  
[X Link](https://x.com/TheInvestinGuy/status/2017557868321374406)  2026-01-31T11:17Z [---] followers, [---] engagements


"@ContrarianKiwi Im not so worried about that. Last earnings report they reported excellent numbers and raised guidance. At a [---] times EBITDA there is almost no risk and a lot of upside as my PT is $55 which would put it at the same valuation $UPST gets which has a riskier business model"  
[X Link](https://x.com/TheInvestinGuy/status/2017663225068675179)  2026-01-31T18:16Z [---] followers, [---] engagements


"This is what true monopoly power looks like when demand explodes and customers have zero alternatives. $ASML just raised EUV machine prices 50% since last year to $284M per machine. ASML is the only company on Earth that makes EUV lithography machines for $TSM + $INTC"  
[X Link](https://x.com/TheInvestinGuy/status/2017667268717527337)  2026-01-31T18:32Z [---] followers, [---] engagements


"$TSM is my favorite mega cap that I don't own. New factories get exponentially more expensive as we get smaller transistors. In a few years only $TSM will be able to build them as $INTC and Samsung can't afford it anymore. That's a natural monopoly on a fast growing market"  
[X Link](https://x.com/TheInvestinGuy/status/2017696199382278452)  2026-01-31T20:27Z [---] followers, [--] engagements


"$SOFI posted incredible earnings. They had over [--] million new members $1 billion in revenue and their balance sheet is fortified. Im really tempted to get back in after selling my position in the $30. The 100WMA is lining perfectly with the [-----] Fib and previous highs"  
[X Link](https://x.com/TheInvestinGuy/status/2017727172069171496)  2026-01-31T22:30Z [---] followers, [---] engagements


"$MSFT is now trading at 25x earnings after their earnings crash. Imo it is a no brainer at $400. This is arguably fundamentally the best company in the world. Azure is growing 39% and net income grew 60%. This is the cheapest mag7 atm we all know what happened to $GOOG and $META"  
[X Link](https://x.com/TheInvestinGuy/status/2017731617284911598)  2026-01-31T22:47Z [---] followers, [---] engagements


"$NBIS both $META and $MSFT said they are capacity constrained. $NBIS revenue is projected to 10x by Q4 [----]. They are currently sitting at the [---] DMA which has acted as support last time. If we do break this level $65 is my load the boat level which we might see after earnings"  
[X Link](https://x.com/TheInvestinGuy/status/2017734047963750500)  2026-01-31T22:57Z [---] followers, [---] engagements


"@mvcinvesting You really should look into $RBRK the recent drawdown is getting ridiculous after such an incredible earnings. Founder led Fast growth Relative cheap valuation compared to peers Machine learning needs a lot of data that needs to be secured so future looks bright"  
[X Link](https://x.com/TheInvestinGuy/status/2016888819769885159)  2026-01-29T14:59Z [---] followers, [---] engagements


"@Gubloinvestor $RBRK a way better opportunity at current prices imo"  
[X Link](https://x.com/TheInvestinGuy/status/2016890782695735805)  2026-01-29T15:06Z [---] followers, [---] engagements


"$ROOT getting in a big sell off. The [-----] Fib lines up perfectly with the earnings gap from last year. In my opinion analysts are complety wrong for expecting the company to only grow 6%. They will beat it big next earnings and the market will re-rate them"  
[X Link](https://x.com/TheInvestinGuy/status/2017290097054335030)  2026-01-30T17:33Z [---] followers, [---] engagements


"@InvestorDenis $RBRK needs to be on that list"  
[X Link](https://x.com/TheInvestinGuy/status/2017922630003683372)  2026-02-01T11:27Z [---] followers, [---] engagements


"@LuciferM73865 My fair value is $55 which would put $PGY at the same valuation as $UPST which I find fair. $PGY has a wat safer business model that I like more as last earnings report $UPST reported a bad balance sheet"  
[X Link](https://x.com/TheInvestinGuy/status/2017985601828503992)  2026-02-01T15:37Z [---] followers, [---] engagements


"@FIREDUpWealth $TSM $RBRK $OKLO $META"  
[X Link](https://x.com/TheInvestinGuy/status/2018252206961475632)  2026-02-02T09:16Z [---] followers, [---] engagements


"Painpal does it again $PYPL is down 15% after a double miss with bad guidance. They also only bought back 1.5B worth of shares. Alex Chriss is also out of the company. Hope this teaches people a lesson that cheap can always get cheaper and never to chase a falling knife"  
[X Link](https://x.com/TheInvestinGuy/status/2018663294236766243)  2026-02-03T12:30Z [---] followers, [---] engagements


"The reason for $DLO being down over 10% is because of the drop in take rate now under 1%. This is an overreaction as their take rate is still way higher than $ADYEN who has a take rate of only 0.15%. TPV (the most important metric according to the CEO) has accelerated to 60%"  
[X Link](https://x.com/TheInvestinGuy/status/1988938057652031643)  2025-11-13T11:52Z [---] followers, [---] engagements


"Unlike what the market thinks $DLO had a great earnings report. TPV (most important metric according to the CEO) grow 60% YoY. Take rate dropped below 1% for the first time ever but is still WAY higher than $ADYEN for example. I will add to my position if we fall to $11.77"  
[X Link](https://x.com/TheInvestinGuy/status/1989723055275303323)  2025-11-15T15:51Z [---] followers, [---] engagements


"The news could not have come at a better time. $HROW just reaffirmed its FY2025 revenue guidance of $270-280M and highlighted continued execution across its commercial and development programs. The stock was likely pulling back because investors were worried about a Q4 miss. $HROW a chart doesn't get better than this. Im expecting a bottom here to than break out to all time highs. The company is incredibly undervalued with my fair value of $110. https://t.co/5Fa7mESLsj $HROW a chart doesn't get better than this. Im expecting a bottom here to than break out to all time highs. The company is"  
[X Link](https://x.com/TheInvestinGuy/status/2018393215846457589)  2026-02-02T18:36Z [---] followers, [---] engagements

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