# ![@TheLAPurchaser Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1246931474936406016.png) @TheLAPurchaser TheLAPurchaser

TheLAPurchaser posts on X about $hims, ai, $dhr, $amzn the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1246931474936406016/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1246931474936406016/c:line/m:interactions.svg)

- [--] Week [---------] +573%
- [--] Month [---------] +307%
- [--] Months [---------] +1,245%
- [--] Year [---------] +297%

### Mentions: [--] [#](/creator/twitter::1246931474936406016/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1246931474936406016/c:line/m:posts_active.svg)

- [--] Week [--] +1.20%
- [--] Month [---] +43%
- [--] Months [---] +271%
- [--] Year [---] +48%

### Followers: [-----] [#](/creator/twitter::1246931474936406016/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1246931474936406016/c:line/m:followers.svg)

- [--] Week [-----] +1.70%
- [--] Month [-----] +4.80%
- [--] Months [-----] +37%
- [--] Year [-----] +66%

### CreatorRank: [---------] [#](/creator/twitter::1246931474936406016/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1246931474936406016/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  61.26% [technology brands](/list/technology-brands)  15.32% [cryptocurrencies](/list/cryptocurrencies)  11.71% [finance](/list/finance)  10.81% [countries](/list/countries)  2.7% [currencies](/list/currencies)  0.9% [automotive brands](/list/automotive-brands)  0.9%

**Social topic influence**
[$hims](/topic/$hims) #79, [ai](/topic/ai) 9.91%, [$dhr](/topic/$dhr) 6.31%, [$amzn](/topic/$amzn) #828, [$nvo](/topic/$nvo) #229, [$tmo](/topic/$tmo) #17, [we are](/topic/we-are) 4.5%, [doj](/topic/doj) #1421, [$rgen](/topic/$rgen) 3.6%, [biz](/topic/biz) #2516

**Top accounts mentioned or mentioned by**
[@thecapitalgame](/creator/undefined) [@1springthunder](/creator/undefined) [@pythiar](/creator/undefined) [@gobirds555](/creator/undefined) [@shanumathew93](/creator/undefined) [@buccocapital](/creator/undefined) [@firstadopter](/creator/undefined) [@andrewdudum](/creator/undefined) [@manuinvests](/creator/undefined) [@preseidentmusk](/creator/undefined) [@zendaimyo](/creator/undefined) [@compoundcap](/creator/undefined) [@mrderivatives](/creator/undefined) [@trixinvestments](/creator/undefined) [@ares5642](/creator/undefined) [@vbd178](/creator/undefined) [@martybleon](/creator/undefined) [@petermantas](/creator/undefined) [@momocapital](/creator/undefined) [@evidenceopen](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Danaher Corporation (DHR)](/topic/$dhr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Novo-Nordisk (NVO)](/topic/$nvo) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Repligen, Corp. (RGEN)](/topic/$rgen) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [DexCom, Inc. (DXCM)](/topic/$dxcm) [Inspect (INSP)](/topic/$insp) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Eli Lilly and Company (LLY)](/topic/$lly) [Icon Plc (ICLR)](/topic/$iclr) [Basilisk (BSX)](/topic/$bsx) [Sandisk Corporation (SNDK)](/topic/$sndk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [ResMed Inc. (RMD)](/topic/$rmd) [Measurable Data Token (MDT)](/topic/$mdt) [Arcblock (ABT)](/topic/$abt) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Microsoft Corp. (MSFT)](/topic/$msft) [Micron Technology, Inc. (MU)](/topic/$mu) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [GE Vernova Inc. (GEV)](/topic/$gev) [Netflix Inc (NFLX)](/topic/$nflx) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Advanced Micro Devices (AMD)](/topic/$amd) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Intel Corporation (INTC)](/topic/$intc) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Johnson & Johnson (JNJ)](/topic/$jnj) [ShockWave Medical, Inc. (SWAV)](/topic/$swav) [ABIOMED, Inc. (ABMD)](/topic/$abmd) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Align Technology, Inc. (ALGN)](/topic/$algn) [KONINKLIJKE PHILIPS  N.V. (PHG)](/topic/$phg) [Merck & Co., Inc. (MRK)](/topic/$mrk) [UnitedHealth Group (UNH)](/topic/$unh) [CVS Health Corp (CVS)](/topic/cvs) [Humana Inc (HUM)](/topic/$hum) [Stacks (STX)](/topic/$stx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Honestly props to $NVO's CEO Mike. He's clearly changing the culture to be more front footed. They moved quickly and took decisive action. They've leaned in to DTC. It's a clear departure from the prior mgmt"  
[X Link](https://x.com/TheLAPurchaser/status/2020862082086777214)  2026-02-09T14:07Z [----] followers, [----] engagements


"MS on memory -- TLDR it's still early Between $NVDA $AMD $MRVL $INTC.you get close to a combined $200bn of annualized revenue the memory industry needs to keep pace with over just the next [--] months. $200bn is bigger than the entire logic semi market was in [----] and will require higher capital intensity for DRAM suppliers to catch-up due to HBM. Given the growth rates in AI it feels premature to sell stocks on concerns of supply growth in the second half of [----]. I really don't own enough memory I really don't own enough memory"  
[X Link](https://x.com/TheLAPurchaser/status/2021420494726000842)  2026-02-11T03:06Z [----] followers, [----] engagements


"Turns out not only are CROs going to be disrupted by AI. They're also accounting frauds. $ICLR"  
[X Link](https://x.com/TheLAPurchaser/status/2021927212661059653)  2026-02-12T12:39Z [----] followers, [----] engagements


"I put my dad in 'quality' ( $BSX ) vs. commodity beta momo ( $SNDK ). 1400% and a supercycle later he's convinced he raised moron. And"  
[X Link](https://x.com/TheLAPurchaser/status/2019270031495033228)  2026-02-05T04:41Z [----] followers, [----] engagements


"FDA inspectors also found an infestation of rodents birds insects and other vermin in buildings used to manufacture process or hold medicines. For instance a live spider was seen in the production area where all active ingredients were stored in refrigerators. And a dead cricket was spotted in an incubator room where vials and samples are held according to the report. $HIMS compounding facility referenced in 12/15/25 FDA warning letter 🚨 BREAKING: FDA WARNED $HIMS 503B FACILITY MEDISOURCERX AFTER FINDING BUGS AND FAILING TO REPORT ADVERSE EVENT - Warning issued late [----] - In Jan 2025"  
[X Link](https://x.com/TheLAPurchaser/status/2021007281949671874)  2026-02-09T23:44Z [----] followers, 25.1K engagements


"*only GLP1s and SGLT2s can disrupt that"  
[X Link](https://x.com/TheLAPurchaser/status/2021957876080861558)  2026-02-12T14:41Z [----] followers, [----] engagements


"$EW There was a subtle attenuation in the difference over the course of between [--] and [--] years but still the point estimates are almost identical at seven years. And an index that we look at that really speaks to the totality of benefit in long term follow up studies over a period of time. Something called the restricted mean survival time suggested that there was at least equivalence and maybe even a slight benefit accruing to TAVR versus surgery at least over the first seven years. So we come away feeling confident not cocky but confident. - Martin 'Drip Too Hard' Leon @MartyBLeon Marty did"  
[X Link](https://x.com/TheLAPurchaser/status/1982966497111585224)  2025-10-28T00:23Z [----] followers, [----] engagements


"My guess $JNJ does what it does best and takes this thing out on the highs. flashback to $SWAV and somewhat $ABMD"  
[X Link](https://x.com/TheLAPurchaser/status/1982970030498390303)  2025-10-28T00:37Z [----] followers, [---] engagements


"$RMD - It's time to short. Checks are finally starting to show an impact to CPAP starts. Competitive intensity increases NTM. Growth has already started to slow and topline will go ex-growth in FY27. There's no a mult floor for a single product medtech co when that happens"  
[X Link](https://x.com/TheLAPurchaser/status/1983856504446050705)  2025-10-30T11:20Z [----] followers, [----] engagements


"@buccocapital If I didnt want to think about it Id buy $DHR $TMO If I wanted a bit more beta Id buy $RGEN $DIM.FP"  
[X Link](https://x.com/TheLAPurchaser/status/1993510791488979301)  2025-11-26T02:43Z [----] followers, [----] engagements


"Ppl that are bullish $WST how do you reconcile that with mkts v bullish view on oral weight loss drugs"  
[X Link](https://x.com/TheLAPurchaser/status/1993809770831335897)  2025-11-26T22:31Z [----] followers, [----] engagements


"Still not sure the best way to express this (other than a basket) but the resurgence in Chinese biotech is a real theme to watch. This drum will beat louder. In the past decade China biopharma has gone from Me worse Me too Me Better Somethings a brewing In the past decade China biopharma has gone from Me worse Me too Me Better Somethings a brewing"  
[X Link](https://x.com/TheLAPurchaser/status/1994441506317336664)  2025-11-28T16:21Z [----] followers, [----] engagements


"Some food for thought $ALGN. If the biz fundamentals were eroding (past 3yrs) when the consumer was healthy. How's it going to look if the consumer incrementally deteriorates in '26"  
[X Link](https://x.com/TheLAPurchaser/status/1996230977190760606)  2025-12-03T14:52Z [----] followers, [----] engagements


"I giggle when ppl get so worked up over the moves the last 2wks of the year. Either ignore it or lean in. The moves are fake and self correct in Jan"  
[X Link](https://x.com/TheLAPurchaser/status/2003539260184707573)  2025-12-23T18:52Z [----] followers, 23.6K engagements


"Biotech funding 🔥 Havent felt like owning $CRL on fundamental acceleration like this since COVID [----] is the year Life Sciences come back with a vengeance See you all in Valhalla"  
[X Link](https://x.com/TheLAPurchaser/status/2007272175288693131)  2026-01-03T02:05Z [----] followers, 12.8K engagements


"Healthcare 2026: Life Sciences has best sub-sector R/R Cyclical recovery Onshoring tailwinds Earnings upside We know what the market does to accelerating growth stories Favorite theme Pharma onshoring capex TRUST IN THE (BIO)PROCESS. $DHR $TMO $RGEN $DIM.FP https://twitter.com/i/web/status/2008233374469488905 https://twitter.com/i/web/status/2008233374469488905"  
[X Link](https://x.com/TheLAPurchaser/status/2008233374469488905)  2026-01-05T17:45Z [----] followers, 17.6K engagements


"$DXCM -- Alright enough playing with fire. I'm concerned what this year looks like for CGM 1) The category is slowing. Both $ABT / $DXCM The 'core' (T1/T2 intensive + basal) is later innings. The script data is horrible. 2) The adherance/compliance rates will continue to pressure ARPU as new cohorts are lower acuity patients. 3) Share erosion continues. Everyone's forgotten about $MDT and $ABT's partnership 3) T2 non-intensive bull case has already seen creep with basal + stelo/lingo. 4) GLP1 related headwinds (talking points) can re-emerge in the category. 5) Single product company. 6) HF"  
[X Link](https://x.com/TheLAPurchaser/status/2008923927108636891)  2026-01-07T15:29Z [----] followers, [----] engagements


"$RMD $PHG -- what if Philips lays out a path for return to US at their Feb CMD They've already re-launched CPAP in every ex-US country. $RMD - It's time to short. Checks are finally starting to show an impact to CPAP starts. Competitive intensity increases NTM. Growth has already started to slow and topline will go ex-growth in FY27. There's no a mult floor for a single product medtech co when that happens. $RMD - It's time to short. Checks are finally starting to show an impact to CPAP starts. Competitive intensity increases NTM. Growth has already started to slow and topline will go"  
[X Link](https://x.com/TheLAPurchaser/status/2009457821176484251)  2026-01-09T02:50Z [----] followers, [----] engagements


"Value pharma you have my attention $TEVA $MRK"  
[X Link](https://x.com/TheLAPurchaser/status/2011590420573397032)  2026-01-15T00:05Z [----] followers, [----] engagements


"Early-cycle R&D is heating up. $CRL B2B 1.1x. hammer the over"  
[X Link](https://x.com/TheLAPurchaser/status/2011595231058411731)  2026-01-15T00:24Z [----] followers, [---] engagements


"$INSP i still have nothing constructive to say. this mgmt team is still clueless"  
[X Link](https://x.com/TheLAPurchaser/status/2011608791163584816)  2026-01-15T01:18Z [----] followers, [----] engagements


"Kevin Sayer handed Jake Leach a ship taking on water. I'm not sure Jake realizes it. $DXCM"  
[X Link](https://x.com/TheLAPurchaser/status/2011612619782963464)  2026-01-15T01:33Z [----] followers, [---] engagements


"If $DXCM is a short $ABT probably is too"  
[X Link](https://x.com/TheLAPurchaser/status/2011612785239867671)  2026-01-15T01:33Z [----] followers, [----] engagements


"Stop telling me $RGEN is too expensive and just start buying accelerating growth"  
[X Link](https://x.com/TheLAPurchaser/status/2011619919469953073)  2026-01-15T02:02Z [----] followers, [----] engagements


"This is the holy trinity from hell: 1) Pricing flat (vs. +5% expects) 2) Competitive intensity higher (on the basis on better pricing) so greater than expected share loss 3) Costs up (10% vs. 7.5% last yr) Margin recovery story for MCOs has been pushed 'til [----]. $UNH $HUM $CVS Where were the signs $UNH Where were the signs $UNH"  
[X Link](https://x.com/TheLAPurchaser/status/2016156778627793100)  2026-01-27T14:30Z [----] followers, 24.4K engagements


"Rainer is just like Jassy. Trips over himself on earnings calls. Muddles the message. The end markets are in full recovery. The guide is prudently set for bears and raises. Itll be okay. Casper will lay it out in English tomorrow. $DHR $TMO $AMZN"  
[X Link](https://x.com/TheLAPurchaser/status/2016509902009802950)  2026-01-28T13:53Z [----] followers, [----] engagements


"New CFO incoming. They are setting the bar overly conservatively $DHR @TheLAPurchaser $DHR already talking down [--] to sell side @TheLAPurchaser $DHR already talking down [--] to sell side"  
[X Link](https://x.com/TheLAPurchaser/status/2016697656702050723)  2026-01-29T02:19Z [----] followers, [----] engagements


"1.5% organic in Q1 is not accelerating growth Marc $TMO You can only buy accelerating growth stories in this tape. Which means you can only own semis. 100% of the portfolio must be in semis. Everything else including $AMZN $MSFT et al is a [--]. Makes absolutely no sense. But i don't make the rules. You can only buy accelerating growth stories in this tape. Which means you can only own semis. 100% of the portfolio must be in semis. Everything else including $AMZN $MSFT et al is a [--]. Makes absolutely no sense. But i don't make the rules"  
[X Link](https://x.com/TheLAPurchaser/status/2016880333832990837)  2026-01-29T14:25Z [----] followers, [----] engagements


"Did someone say memory $MU $SNDK $STX Google Genie is seriously mind bending. This is a Text To World prompt of a man walking down Hollywood Blvd. I am not only controlling the movement of the man but also the camera. This is the World Model we've been waiting for. More Below https://t.co/ojQHhpNKDM Google Genie is seriously mind bending. This is a Text To World prompt of a man walking down Hollywood Blvd. I am not only controlling the movement of the man but also the camera. This is the World Model we've been waiting for. More Below https://t.co/ojQHhpNKDM"  
[X Link](https://x.com/TheLAPurchaser/status/2017271994622828690)  2026-01-30T16:21Z [----] followers, 10.5K engagements


"@peter_mantas Are you hearing that the hyperscalers I.e. google are having convos with twist Why twist vs a peer"  
[X Link](https://x.com/TheLAPurchaser/status/2017283027445953000)  2026-01-30T17:05Z [----] followers, [----] engagements


"Financial terrorism $DHR Pretty wild $DHR has spent almost $40b on M&a since [----] and FCF is basically flat. Pretty wild $DHR has spent almost $40b on M&a since [----] and FCF is basically flat"  
[X Link](https://x.com/TheLAPurchaser/status/2017389331636207797)  2026-01-31T00:07Z [----] followers, 15.2K engagements


"We are going to accelerate $AMZN $GOOGL The Cost: Because these agents are "proactive" and run in loops they can chew through API tokens at a terrifying rate. One user reported spending $170 in a single day on Claude [---] Sonnet/Opus tokens because the bot got stuck in a high-intensity task loop. https://twitter.com/i/web/status/2017391964233347163 https://twitter.com/i/web/status/2017391964233347163"  
[X Link](https://x.com/TheLAPurchaser/status/2017391964233347163)  2026-01-31T00:18Z [----] followers, [----] engagements


"Are data centers in space bullish for memory $SNDK $MU"  
[X Link](https://x.com/TheLAPurchaser/status/2018447683787379073)  2026-02-02T22:13Z [----] followers, [----] engagements


"@momo_capital @PythiaR few good cos in here hanwa / doosan / coupang"  
[X Link](https://x.com/TheLAPurchaser/status/2018546411206545917)  2026-02-03T04:45Z [----] followers, [---] engagements


"European earnings calls are.so painful"  
[X Link](https://x.com/TheLAPurchaser/status/2018669604416163892)  2026-02-03T12:55Z [----] followers, [----] engagements


"$NVO -- Hope everyone had fun Novo Sees [----] Sales at Constant FX -5% to -13% Est. -1.39% $NVO I really cant believe pods are tripping over themselves to get long/cover. Yes yes dont fight script improvement. Ok. Squeeze the stock +20% to then short it 1-mth later after LLY orfor approval $NVO I really cant believe pods are tripping over themselves to get long/cover. Yes yes dont fight script improvement. Ok. Squeeze the stock +20% to then short it 1-mth later after LLY orfor approval"  
[X Link](https://x.com/TheLAPurchaser/status/2018730360935207415)  2026-02-03T16:56Z [----] followers, 13.7K engagements


"$GOOG takeaway: everyone needs to spend MORE or get left behind semis tmwr:"  
[X Link](https://x.com/TheLAPurchaser/status/2019197912685900126)  2026-02-04T23:54Z [----] followers, [----] engagements


"Why doesnt everyone have to play catch up to googs spend Everyones talking points are they are seeeing a return and Zucks topline is accelerating. Satya is being shot bc hes behind and constrained on DC buildout. JassyAnthrophic and OAI need to spend to stay competitive. Just not sure how much more the supply chain can pump out"  
[X Link](https://x.com/TheLAPurchaser/status/2019216308215165261)  2026-02-05T01:07Z [----] followers, [----] engagements


"@buccocapital especially from perspective of GOOG has low cost adv w/TPU so everyone NEEDS to be spending more to keep up"  
[X Link](https://x.com/TheLAPurchaser/status/2019236410663006578)  2026-02-05T02:27Z [----] followers, [---] engagements


"Some hard to swallow pills: 1) Looking investors in the eye multiple times in Dec/Jan saying everything is fine; dismissing alt data weakness. It took you years to build that credibility. But hey shame on us for forgetting the rug pulls with Lotus and equity sale during COVID. You've done this before. 2) A completely lack of awareness of the state of affairs in your business. 'We beat our internal plan' is such nonsense. 3) A $15mn stock sale [--] days before the print. You can save the 'but it was a 10b5' 4) $14bn PEN acquisition sure looks defensive in this construct"  
[X Link](https://x.com/TheLAPurchaser/status/2019406261935075383)  2026-02-05T13:42Z [----] followers, [----] engagements


"he could just say.this is a generational investing opportunity. the TAM is order of magnitude bigger than anyone is contemplating. we are the market leader; we are investing to be the cost leader. what we did in retail we are doing here. the more $ we spend the more excited we get about the opportunity. there is a very tangible ROI. we see it. you are going to see it in #s. You are seeing AWS accelerate; it will keep accelerating. instead we get a word salad where you can pick your own conclusion. $AMZN Is English Jassy's first language $AMZN https://t.co/WYSdgL2NfE Is English Jassy's first"  
[X Link](https://x.com/TheLAPurchaser/status/2019544630493106270)  2026-02-05T22:52Z [----] followers, 35.3K engagements


"@firstadopter yes - very verbose. not a lot of clarity in thought"  
[X Link](https://x.com/TheLAPurchaser/status/2019548900517175360)  2026-02-05T23:09Z [----] followers, [---] engagements


"$HIMS the end is nigh just a gentle reminder that 50% of revenues and all the growth in '25 was driven by copycat GLP1s. 🚨 BREAKING: FDA COMMISH MARTY MAKARY SAYS FDA WILL TAKE SWIFT ACTION AGAINST COMPANIES MASS-MARKETING ILLEGAL COPYCAT DRUGS AND CLAIMING THEY ARE SIMILAR TO FDA APPROVED PRODUCTS $HIMS $NVO $LLY https://t.co/TyBHdf3aFB 🚨 BREAKING: FDA COMMISH MARTY MAKARY SAYS FDA WILL TAKE SWIFT ACTION AGAINST COMPANIES MASS-MARKETING ILLEGAL COPYCAT DRUGS AND CLAIMING THEY ARE SIMILAR TO FDA APPROVED PRODUCTS $HIMS $NVO $LLY https://t.co/TyBHdf3aFB"  
[X Link](https://x.com/TheLAPurchaser/status/2019579419753390105)  2026-02-06T01:10Z [----] followers, 13.5K engagements


"Is fraud but hey potato potato $HIMS able to manufacture an equivalent wegovy pill within a month of $NVO getting approval of its own Is badass $HIMS able to manufacture an equivalent wegovy pill within a month of $NVO getting approval of its own Is badass"  
[X Link](https://x.com/TheLAPurchaser/status/2019732505184948467)  2026-02-06T11:18Z [----] followers, [----] engagements


"$AMZN won in retail/ecommerce because of the FC/DC buildout during COVID. It was incredible ROI. Everyone understands AI is 10yr+ innovation cycle. Entire verticals and corresponding value capture are going to be redrawn. And the innovation is only accelerating as we've seen in just the last month. I understand the mkt freakout as FCF goes negative especially in the context of how myopic we've gotten as an industry. There's a generational opportunity ahead. The demand is there (backlog +$88bn in last two qtr). And $AMZN just committed to maintaining its leadership position in the category."  
[X Link](https://x.com/TheLAPurchaser/status/2019744449794806158)  2026-02-06T12:06Z [----] followers, 21.4K engagements


"So @EvidenceOpen is eating $DOCS lunch. That happened fast. 2yrs after launch and completely disrupting the industry"  
[X Link](https://x.com/TheLAPurchaser/status/2019758479020368260)  2026-02-06T13:02Z [----] followers, [----] engagements


"Time to rotate.lag7 $MSFT $AMZN $NVDA Before the day is over I want to reiterate that think Google is the best value now of the big guys. Before the day is over I want to reiterate that think Google is the best value now of the big guys"  
[X Link](https://x.com/TheLAPurchaser/status/2019834569122267255)  2026-02-06T18:04Z [----] followers, [----] engagements


"$HIMS it's actually over. FDA Intends to Take Action Against Non-FDA-Approved GLP-1 Drugs Today the U.S. Food and Drug Administration is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients (APIs) intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar alternatives to FDA-approved drugs. https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs"  
[X Link](https://x.com/TheLAPurchaser/status/2019893508526764159)  2026-02-06T21:58Z [----] followers, 35K engagements


"@BowTiedphrma Which btw their biz has been declining ex glp1"  
[X Link](https://x.com/TheLAPurchaser/status/2019904701500690852)  2026-02-06T22:43Z [----] followers, [---] engagements


"The most offensive part CEO sold $185mn of stock in the last two years. Dumped it on retail while selling a pipe dream. $HIMS almost 100% of growth in '25 was driven by GLP1. not only does that all go away. but now you're staring down the barrel of regulatory action doj investigation litigation a consent decree maybe $HIMS almost 100% of growth in '25 was driven by GLP1. not only does that all go away. but now you're staring down the barrel of regulatory action doj investigation litigation a consent decree maybe $HIMS"  
[X Link](https://x.com/TheLAPurchaser/status/2019928413075812561)  2026-02-07T00:17Z [----] followers, 60.3K engagements


"@UvyatM He lost his way"  
[X Link](https://x.com/TheLAPurchaser/status/2019940466104422451)  2026-02-07T01:05Z [----] followers, [----] engagements


"If anyone who owns the stock wants to understand the dumpster fire they own and dont have access to institutional research Paul has made his work free. Take a peek. https://x.com/paulcerro/status/2019929692829102480s=46&t=2RWH01YN9PWHnEgUvqWRfA https://x.com/paulcerro/status/2019929692829102480s=46&t=2RWH01YN9PWHnEgUvqWRfA"  
[X Link](https://x.com/TheLAPurchaser/status/2020131652396077564)  2026-02-07T13:44Z [----] followers, [----] engagements


"@Snowball_Equity the core business is not a cash machine. look at the financials before glp1 launched.and the core business is now in decline"  
[X Link](https://x.com/TheLAPurchaser/status/2020201033721339987)  2026-02-07T18:20Z [----] followers, [---] engagements


"@n_kramer @Courage_wins @ive_m5 not a great look for any of the mgmt teams that do this"  
[X Link](https://x.com/TheLAPurchaser/status/2020202039859609955)  2026-02-07T18:24Z [----] followers, [--] engagements


"That team Yea.it's mostly gone. $HIMS @tbpn .@AndrewDudum on the culture at $HIMS: "The team has a stomach of steel. Whether the stock's $70 or $2.87 most of the executive team and myself will retire here." "We're a team that's heads down and focuses on what can be accomplished in the next decade not the next quarter." https://t.co/CgNLv8Tz1Y .@AndrewDudum on the culture at $HIMS: "The team has a stomach of steel. Whether the stock's $70 or $2.87 most of the executive team and myself will retire here." "We're a team that's heads down and focuses on what can be accomplished in the next decade"  
[X Link](https://x.com/TheLAPurchaser/status/2020204066568302607)  2026-02-07T18:32Z [----] followers, 33.1K engagements


"@EricTheUmpire entry points matter. exit points do too"  
[X Link](https://x.com/TheLAPurchaser/status/2020207250158346741)  2026-02-07T18:45Z [----] followers, [----] engagements


"@TheCapitalGame im telling you to dyor on hims"  
[X Link](https://x.com/TheLAPurchaser/status/2020212314104828407)  2026-02-07T19:05Z [----] followers, [--] engagements


"@ManuInvests i think you need to better acquaint yourself with the numbers. and then familiarize yourself with happens with DOJ FDCA violations"  
[X Link](https://x.com/TheLAPurchaser/status/2020212879929082065)  2026-02-07T19:07Z [----] followers, [---] engagements


"@TheCapitalGame @MarketHunter4 i think you should dyor and understand the bear talking points to see if they make sense to you"  
[X Link](https://x.com/TheLAPurchaser/status/2020213259370967333)  2026-02-07T19:09Z [----] followers, [--] engagements


"$HIMS -- Removing oral sema from mkt was not a choice. They were staring down the barrel of a preliminary injunction. Now that the government has established HIMS as a bad actor the dominos probably keep falling.I'm not a lawyer but this is pretty much an admission of guilt: (i) FDA sent HIMS a warning letter in Sept'25. (ii) HIMS ignores the letter and launches oral semaglutide (with unapproved absorption tech + misleading marketing). (iii) This passes the 'Willfulness Test' which opens HIMS up to CRIMINAL prosecution under FDCA. The highest profile cases of criminal FDCA violations resulted"  
[X Link](https://x.com/TheLAPurchaser/status/2020275691145572529)  2026-02-07T23:17Z [----] followers, 22.3K engagements


"@1SpringThunder Id focus on the cash / cash equivalents. And what happens to FCF and cash burn from here"  
[X Link](https://x.com/TheLAPurchaser/status/2020304936710598957)  2026-02-08T01:13Z [----] followers, [---] engagements


"Superbowl ads blitz + compounding ending + massive $LLY guide last week + orals ramping. These stocks are going higher. Both $LLY $NVO Unbelievable how many of these ads are GLP-1s. What a fat fucking pathetic country we are Unbelievable how many of these ads are GLP-1s. What a fat fucking pathetic country we are"  
[X Link](https://x.com/TheLAPurchaser/status/2020696488796680372)  2026-02-09T03:09Z [----] followers, [----] engagements


"@PreseidentMusk @novonordisk you make an example of the biggest violator"  
[X Link](https://x.com/TheLAPurchaser/status/2020861850687001034)  2026-02-09T14:06Z [----] followers, [---] engagements


"@GoBirds555 levering the balance sheet at a time when IP is getting more fragmented. not sure that makes a ton of sense"  
[X Link](https://x.com/TheLAPurchaser/status/2021228985191981222)  2026-02-10T14:25Z [----] followers, [---] engagements


"There are two camps of people. Those who have used Claude code. Those who havent. not enough people are emotionally prepared for if its not a bubble not enough people are emotionally prepared for if its not a bubble"  
[X Link](https://x.com/TheLAPurchaser/status/2021405142130753753)  2026-02-11T02:05Z [----] followers, 13.7K engagements


"It reminds me of $DIS / 21st Century FOX @TheLAPurchaser It does make you wonder how well-/ill-timed the $WBD deal will end up being . @TheLAPurchaser It does make you wonder how well-/ill-timed the $WBD deal will end up being "  
[X Link](https://x.com/TheLAPurchaser/status/2021421245020110913)  2026-02-11T03:09Z [----] followers, [----] engagements


"@zendaimyo Do you follow NFLXs stock"  
[X Link](https://x.com/TheLAPurchaser/status/2021669828428177851)  2026-02-11T19:37Z [----] followers, [--] engagements


"You just own the bottlenecks $GEV $ENR.GY Broker commentary from investor meetings on GEV/Siemens: "US pricing power remains strong as the cost for combined cycle gas plant construction cruises towards $3k/kW; production slots are now selling for [----] and beyond" Broker commentary from investor meetings on GEV/Siemens: "US pricing power remains strong as the cost for combined cycle gas plant construction cruises towards $3k/kW; production slots are now selling for [----] and beyond""  
[X Link](https://x.com/TheLAPurchaser/status/2021915648180310164)  2026-02-12T11:53Z [----] followers, [----] engagements


"@ShanuMathew93 Over a long enough time horizon agree But energy efficiency is not a novel problem Barring some novel scientific breakthrough gas turbines are the best weve got"  
[X Link](https://x.com/TheLAPurchaser/status/2021917377181757854)  2026-02-12T12:00Z [----] followers, [---] engagements


"You think anyone in $INSP mgmt has tried a GLP1 If my stock was down -80% from the highs I'd have at least given myself a jab or two to better understand what the hype was all about. Instead we get a lot of hemming and hawing about 'reimbursement challenges'. $INSP i still have nothing constructive to say. this mgmt team is still clueless $INSP i still have nothing constructive to say. this mgmt team is still clueless"  
[X Link](https://x.com/TheLAPurchaser/status/2021940544499339663)  2026-02-12T13:32Z [----] followers, [---] engagements


"You know what AI can't disrupt Dialysis* $DVA"  
[X Link](https://x.com/TheLAPurchaser/status/2021957811807432958)  2026-02-12T14:41Z [----] followers, [----] engagements


"If you are bullish AI you should be bullish a faster cadence of scientific innovation Genomics labs are one of the most obvious ways to play TONS of data. Find a signal. Help pharma identity/develop treatments for specific markers Its on the horizon. $NTRA $TEM $CAI $GH AI x Healthcare intersection: Let's be clear. It's early. You're not getting paid on a AI thesis today. That said Where to look 1) $ISRG: Only clear play today. Autonomous robotics: it's a 5-10yr roadmap but this is what the 1000x compute on DV5 enables. Case Insights is the AI x Healthcare intersection: Let's be clear. It's"  
[X Link](https://x.com/TheLAPurchaser/status/2005057212683878742)  2025-12-27T23:24Z [----] followers, 29.8K engagements


"I honestly never thought I would be irresponsibly long analog. But here we are $TXN $ADI $ON $MCHP $IFX.GY ONLY SILICON MAKES ME FEEL ALIVE https://t.co/g0IKKHTRHU ONLY SILICON MAKES ME FEEL ALIVE https://t.co/g0IKKHTRHU"  
[X Link](https://x.com/TheLAPurchaser/status/2016323348125380687)  2026-01-28T01:32Z [----] followers, [----] engagements


"Just FYI iShares MSCI South Korea ETF (EWY) 45% exposure to SK Hynix / Samsung Electronics"  
[X Link](https://x.com/TheLAPurchaser/status/2018541486061846688)  2026-02-03T04:26Z [----] followers, 71.2K engagements


"So Anthropic is going to rate credit now $SPGI $MCO"  
[X Link](https://x.com/TheLAPurchaser/status/2018713659443196135)  2026-02-03T15:50Z [----] followers, 34.4K engagements


"Goodluck to everyone fighting the holy war against Yipit this am -- $BSX"  
[X Link](https://x.com/TheLAPurchaser/status/2019002621286330399)  2026-02-04T10:58Z [----] followers, [----] engagements


"Hims & Hers Launches Wegovy Pill Copy Starting at $49: Reuters $HIMS $NVO It's a problem for $LLY too. Not sure how $NVO s stock works if compounders are undercutting oral sema price by 70% ($40 v $150) Not sure how $NVO s stock works if compounders are undercutting oral sema price by 70% ($40 v $150)"  
[X Link](https://x.com/TheLAPurchaser/status/2019408792299950165)  2026-02-05T13:52Z [----] followers, [----] engagements


"Someone at $PSKY and $NFLX has a learning disability bidding up $WBD on the cusp of the great AI slop revolution. Save the $ for compute to generate personalized movie content"  
[X Link](https://x.com/TheLAPurchaser/status/2021227441084039670)  2026-02-10T14:19Z [----] followers, [----] engagements


"For generalists keep it simple. Either (i) buy a pharma index like $DRG. You dont want all the hassle with clinical risk and LOEs or (ii) buy the picks and shovels in life science tools. I would go with option ii. $DHR $RGEN $DIM.FP $TMO are bioprocessing picks/shovels plays with capex onshoring torque Honorable mention is $TEVA who got a very favorable price outcome tonight and is a 2x over 12-24mths. https://twitter.com/i/web/status/1993509713946788102 https://twitter.com/i/web/status/1993509713946788102"  
[X Link](https://x.com/TheLAPurchaser/status/1993509713946788102)  2025-11-26T02:38Z [----] followers, [----] engagements


"$CRL - S/o to a legend Jim Foster. [--] years is crazy. ✅Channel checks stronger ✅Biotech M&A on fire ❓B2B acceleration coming at JPM BET Biotech funding 🔥 Havent felt like owning $CRL on fundamental acceleration like this since COVID [----] is the year Life Sciences come back with a vengeance See you all in Valhalla Biotech funding 🔥 Havent felt like owning $CRL on fundamental acceleration like this since COVID [----] is the year Life Sciences come back with a vengeance See you all in Valhalla"  
[X Link](https://x.com/TheLAPurchaser/status/2009461239089442877)  2026-01-09T03:04Z [----] followers, [----] engagements


"JPM HEALTHCARE [--] RECAP - Im flying home in coach JPM HEALTHCARE '26 Updates - Where has my P&L gone JPM HEALTHCARE '26 Updates - Where has my P&L gone"  
[X Link](https://x.com/TheLAPurchaser/status/2011577672623931641)  2026-01-14T23:14Z [----] followers, 33.2K engagements


"$MDLN - the stock isn't expensive until it trades at $COST mult"  
[X Link](https://x.com/TheLAPurchaser/status/2011622603358949376)  2026-01-15T02:12Z [----] followers, [----] engagements


"CROs are AI losers You guys just making shit up again $ICLR $CRL $MEDP $IQV"  
[X Link](https://x.com/TheLAPurchaser/status/2018777493747167556)  2026-02-03T20:03Z [----] followers, [----] engagements


"Have we forgotten about the fat drugs $LLY $NVO Literally people buying oreos because AI can't disrupt it LMAO Literally people buying oreos because AI can't disrupt it LMAO"  
[X Link](https://x.com/TheLAPurchaser/status/2019253962432503837)  2026-02-05T03:37Z [----] followers, [----] engagements


"Is English Jassy's first language $AMZN"  
[X Link](https://x.com/TheLAPurchaser/status/2019542125931819149)  2026-02-05T22:42Z [----] followers, 43.7K engagements


"almost 100% of growth in '25 was driven by GLP1. not only does that all go away. but now you're staring down the barrel of regulatory action doj investigation litigation a consent decree maybe $HIMS $HIMS it's actually over. FDA Intends to Take Action Against Non-FDA-Approved GLP-1 Drugs Today the U.S. Food and Drug Administration is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients (APIs) intended for use in $HIMS it's actually over. FDA Intends to Take Action Against Non-FDA-Approved GLP-1 Drugs Today the U.S. Food and Drug Administration is"  
[X Link](https://x.com/TheLAPurchaser/status/2019901126523646371)  2026-02-06T22:28Z [----] followers, 79.8K engagements


"Launching on same day as TrumpRx Undercutting his price Violating pharma IP And wrapping the compound in an absorption mechanism without any testing in humans Ignoring FDA warning letters The list goes on $HIMS Man @AndrewDudum really blew it. Just an epic screw up. One of the biggest unforced errors Ive ever seen. Lmao Man @AndrewDudum really blew it. Just an epic screw up. One of the biggest unforced errors Ive ever seen. Lmao"  
[X Link](https://x.com/TheLAPurchaser/status/2019939591168618684)  2026-02-07T01:01Z [----] followers, 35K engagements


"$HIMS -- So you have FDA regulatory crackdown DOJ investigation AND a patent infringement case from $NVO. What're the repercussions of IP infringement 1) Permanent injunction 2) Profit disgorgement 3) Treble damages Oh and to be clear. If $HIMS loses they have to be NOVO back for lost profits at the ASP NOVO would have charged. So $500-700/patient. Then layer on treble damages on top of that. Also don't forget to account for litigation costs. And if NOVO gets a prelim injunction HIMS has to pay for all of this as 50% of it's revenues disappear overnight. Then don't forget the criminal"  
[X Link](https://x.com/TheLAPurchaser/status/2020851126506004508)  2026-02-09T13:23Z [----] followers, 15.8K engagements


"So what's claude going to put in a bodybag in Healthcare"  
[X Link](https://x.com/TheLAPurchaser/status/2021221566328013124)  2026-02-10T13:55Z [----] followers, [----] engagements


"Has $NFLX mgmt used AI once Made this in [--] minutes with Seedance [---]. Were entering an era where one person can make a film. https://t.co/Txpc83FRcM Made this in [--] minutes with Seedance [---]. Were entering an era where one person can make a film. https://t.co/Txpc83FRcM"  
[X Link](https://x.com/TheLAPurchaser/status/2021404095962358106)  2026-02-11T02:01Z [----] followers, [----] engagements


"My god We are excited to be the first DEX to offer Korean equity perps These markets are live at 10X leverage: $HYUNDAI $SAMSUNG $SKHYNIX and the $KRCOMP (Korean Composite) index. https://t.co/cJjt9yshDK We are excited to be the first DEX to offer Korean equity perps These markets are live at 10X leverage: $HYUNDAI $SAMSUNG $SKHYNIX and the $KRCOMP (Korean Composite) index. https://t.co/cJjt9yshDK"  
[X Link](https://x.com/TheLAPurchaser/status/2021914693476970890)  2026-02-12T11:50Z [----] followers, [----] engagements


"Good afternoon - it's another day in hell for anyone who doesn't cover semis or industrials"  
[X Link](https://x.com/TheLAPurchaser/status/2021999393109668100)  2026-02-12T17:26Z [----] followers, 21.4K engagements


"UPDATE: IT'S LIVING HELL FOR EVERYONE Good afternoon - it's another day in hell for anyone who doesn't cover semis or industrials Good afternoon - it's another day in hell for anyone who doesn't cover semis or industrials"  
[X Link](https://x.com/TheLAPurchaser/status/2022043935892201499)  2026-02-12T20:23Z [----] followers, 13.7K engagements


"Fire Mike Mahoney $BSX"  
[X Link](https://x.com/TheLAPurchaser/status/2019402017697898623)  2026-02-05T13:25Z [----] followers, [----] engagements


"$HIMS is going down 30-50% next week. Thats not hyperbole. The FDA commissioner said no mas and their a DOJ investigation coming. HIMS was cited explicitly. Unlikely $DUOL which doesnt have biz risk of disappearing overnight EVERYONE knew the FDA DOJ State pharmacy boards or federal courts could shut this down at a moments notice. This was known. Anthony recklessly pumped a stock and walked people off a cliff. Id bet he doesnt even own any stock anymore. Dudem cashed out $185mn. Its disgusting. The little guy as always is left holding the bag. But hey theres no crying in the casino. Im open"  
[X Link](https://x.com/TheLAPurchaser/status/2020130183580098886)  2026-02-07T13:39Z [----] followers, 111.6K engagements


"$IQV -8% in the pre on $ICLR being a fraud is quite amusing"  
[X Link](https://x.com/TheLAPurchaser/status/2021946762848874923)  2026-02-12T13:57Z [----] followers, [----] engagements


"$INSP -- Presented without comment* *ok one comment. $SYK ain't buying this. $INSP - OUR GROWTH HAS SLOWED FOR MULTIPLE QUARTERS BUT WE THINK THE TAM IS LARGER. OK. GOT IT $INSP - OUR GROWTH HAS SLOWED FOR MULTIPLE QUARTERS BUT WE THINK THE TAM IS LARGER. OK. GOT IT"  
[X Link](https://x.com/TheLAPurchaser/status/2021952672467968234)  2026-02-12T14:20Z [----] followers, [----] engagements


"How do I bring back dim mode"  
[X Link](https://x.com/TheLAPurchaser/status/2022939882726064164)  2026-02-15T07:43Z [----] followers, [--] engagements


"I wish Sam would realize how off putting he can be. Anyway OAI is offering [--] mth free if you try and cancel your sub"  
[X Link](https://x.com/TheLAPurchaser/status/2018823176424390959)  2026-02-03T23:05Z [----] followers, [----] engagements


"@Compound_Cap @Mr_Derivatives Why reload"  
[X Link](https://x.com/TheLAPurchaser/status/2018871133857353876)  2026-02-04T02:16Z [----] followers, [---] engagements


"@Compound_Cap @Mr_Derivatives Ya no ha I know were in the same page. Why is heinsenberg pumping it"  
[X Link](https://x.com/TheLAPurchaser/status/2018873829310021739)  2026-02-04T02:26Z [----] followers, [---] engagements


"@WaterworldCapi1 some macro guy unwinding his 100x leverage"  
[X Link](https://x.com/TheLAPurchaser/status/2019266577661592014)  2026-02-05T04:27Z [----] followers, [---] engagements


"$ROG.SW (Roche) CGM a dud. Finger stick for calibration is a non-starter today. Looks like this could be competitive against. $MDT Maybe. $DXCM seems like clear path to $150 on the heels of OTC cash-pay Stelo approval. @drpratikc With Glucose prediction out to two hours. As discussed in Diabettech. Perhaps more interesting is the personalised nighttime predictions using AI. #ATTD2024 https://t.co/kjelk6cVE0 @drpratikc With Glucose prediction out to two hours. As discussed in Diabettech. Perhaps more interesting is the personalised nighttime predictions using AI. #ATTD2024"  
[X Link](https://x.com/TheLAPurchaser/status/1765427689370833244)  2024-03-06T17:22Z [----] followers, [----] engagements


"JPM: We believe Mexico is the largest ex-US Supplier of Medtech products $IHI"  
[X Link](https://x.com/TheLAPurchaser/status/1886188831688249578)  2025-02-02T23:03Z [----] followers, [----] engagements


"The day your mom dad uncle aunt decided to become a MD PhD scientist biologist. That was the day your family buried you. As you consequently became a healthcare vs tech financial analyst. And NPV of that decision - decades ago - was quite simply disastrous. Thanks Mom"  
[X Link](https://x.com/TheLAPurchaser/status/1889157408359940595)  2025-02-11T03:39Z [----] followers, 39.3K engagements


"Its honestly incredibly how much value there was in the legacy $GE portfolio. Cytiva (now $DHR) is the dominant player in upstream bioprocessing. $GEV Vernova is riding an AI energy wave. Aerospace has a [--] year backlog with incredible pricing power. $GEHC is the one laggard. Has been a dog of a stock but therea underappreciated value in the PDx portfolio once the core stabilizes. Spent a few days on $GE and $GEV. The conditions for both of these companies could not be better. Huge runways of margin and growth supported by huge backlogs and bulletproof competitive standing. Expensive for a"  
[X Link](https://x.com/TheLAPurchaser/status/1949224476207394960)  2025-07-26T21:45Z [----] followers, 63.3K engagements


"@ShanuMathew93 Dont think were anywhere close to good enough. The slowdown maybe more dictated by 1) funding 2) scaling laws not holding. Its clear from Sama Zuck etc commentary they are going to spend as much as physically possible to win in this mkt"  
[X Link](https://x.com/TheLAPurchaser/status/1980059850462650385)  2025-10-19T23:53Z [----] followers, [---] engagements


"@ShanuMathew93 It was a bit underwhelming that only 40mn ppl paying for ChatGPT Out of 800mn. Consumer are used to getting internet/social for free"  
[X Link](https://x.com/TheLAPurchaser/status/1980065346804420897)  2025-10-20T00:15Z [----] followers, [---] engagements


"$INSP - OUR GROWTH HAS SLOWED FOR MULTIPLE QUARTERS BUT WE THINK THE TAM IS LARGER. OK. GOT IT"  
[X Link](https://x.com/TheLAPurchaser/status/1963260746835345638)  2025-09-03T15:20Z [----] followers, [----] engagements


"I really don't own enough memory Healthcare PM: Im long semis now What could possibly go wrong https://t.co/eKGvbzD6zq Healthcare PM: Im long semis now What could possibly go wrong https://t.co/eKGvbzD6zq"  
[X Link](https://x.com/TheLAPurchaser/status/1985173330136076395)  2025-11-03T02:32Z [----] followers, 44.9K engagements

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