# ![@TheRealBirnbaum Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1905799794536148992.png) @TheRealBirnbaum The Psycho Analyst

The Psycho Analyst posts on X about $hims, $duol, business, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1905799794536148992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1905799794536148992/c:line/m:interactions.svg)

- [--] Week [-------] +573%
- [--] Month [-------] +646%
- [--] Months [---------] +840%

### Mentions: [--] [#](/creator/twitter::1905799794536148992/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1905799794536148992/c:line/m:posts_active.svg)

- [--] Month [---] +31%
- [--] Months [---] +401%

### Followers: [-----] [#](/creator/twitter::1905799794536148992/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1905799794536148992/c:line/m:followers.svg)

- [--] Week [-----] +24%
- [--] Month [-----] +38%
- [--] Months [-----] +242%

### CreatorRank: [-------] [#](/creator/twitter::1905799794536148992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1905799794536148992/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3953 [finance](/list/finance)  #5412 [technology brands](/list/technology-brands)  27.92% [automotive brands](/list/automotive-brands)  2.6% [social networks](/list/social-networks)  1.3% [financial services](/list/financial-services)  1.3% [luxury brands](/list/luxury-brands)  0.65% [countries](/list/countries)  0.65% [cryptocurrencies](/list/cryptocurrencies)  0.65% [celebrities](/list/celebrities)  0.65%

**Social topic influence**
[$hims](/topic/$hims) #53, [$duol](/topic/$duol) #10, [business](/topic/business) #4859, [stocks](/topic/stocks) #633, [$amd](/topic/$amd) 8.44%, [ai](/topic/ai) 7.79%, [$pltr](/topic/$pltr) 7.79%, [if you](/topic/if-you) 7.14%, [$spot](/topic/$spot) #3662, [market](/topic/market) 7.14%

**Top accounts mentioned or mentioned by**
[@alc2022](/creator/undefined) [@agarwoodcapital](/creator/undefined) [@amitisinvesting](/creator/undefined) [@qualityinvest5](/creator/undefined) [@tryingtothink__](/creator/undefined) [@manuinvests](/creator/undefined) [@fifteencagr](/creator/undefined) [@jf](/creator/undefined) [@youtube](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@mikealfred](/creator/undefined) [@robbydoesstocks](/creator/undefined) [@eyesunwoke](/creator/undefined) [@twyderka](/creator/undefined) [@wealthmatica](/creator/undefined) [@chrisstlmo](/creator/undefined) [@stoicisimi](/creator/undefined) [@kawinpeche34194](/creator/undefined) [@mikelongterm](/creator/undefined) [@paulcerro](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Spotify Technology (SPOT)](/topic/$spot) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Iris Energy Limited (IREN)](/topic/$iren) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Novo-Nordisk (NVO)](/topic/$nvo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Oracle Corporation (ORCL)](/topic/$orcl) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Brookfield Corporation (BN)](/topic/$bn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [UiPath, Inc. (PATH)](/topic/$path) [Uber Technologies, Inc. (UBER)](/topic/$uber) [CoreWeave, Inc (CRWV)](/topic/$crwv) [JPMorgan Chase (JPM)](/topic/$jpm) [T-Mobile (TMUS)](/topic/$tmus) [Remitly Global, Inc. (RELY)](/topic/$rely) [Adobe, Inc. (ADBE)](/topic/$adbe) [Salesforce Inc (CRM)](/topic/$crm) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Doximity, Inc. (DOCS)](/topic/$docs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Last year everyone was bullish $HOOD. Now everyone is bearish. Meanwhile FCF/share continues to increase exponentially. Literally dont care about your morals surrounding the proximity of retirement funds and gambling. Crypto will bounce back sentiment will swing and people will once again realize that projections for this company mean absolutely nothing because that requires predicting where the market is going. Laughed out loud at this The bull case for HOOD is that youll*checks transcript* cross-sell prediction market gamblers retirement accounts https://t.co/aCZ124Zdnp Laughed out loud at"  
[X Link](https://x.com/TheRealBirnbaum/status/2021594072461308002)  2026-02-11T14:36Z [----] followers, [----] engagements


"If you are amateur enough to compare valuations today and [----] using earnings multiples then yes. If you understand how to actually value a business then absolutely not. In no way are software stocks expensive regardless of how you look at them. Now megacap tech is outright cheap. Im guessing youve been saying the market is expensive for decades now. Maybe youll never learn"  
[X Link](https://x.com/TheRealBirnbaum/status/2021819063572324801)  2026-02-12T05:30Z [----] followers, [----] engagements


"Its unbelievable that there are people who think that translation tools will prevent people from learning languages. Like honestly who learns a language to avoid an issue with their waiter Unbelievable lack of self awareness. $DUOL $TMUS $DUOL T-Mobile introduced real-time AI translation for phone calls across 50+ languages built directly into its wireless network 🗣💬 Shares of Duolingo fell about 5% in premarket trading. How big is the moat of Duolingo 🤔 https://t.co/hmi7rshJGu $TMUS $DUOL T-Mobile introduced real-time AI translation for phone calls across 50+ languages built directly into"  
[X Link](https://x.com/TheRealBirnbaum/status/2021669170518126643)  2026-02-11T19:34Z [----] followers, [----] engagements


"This is exactly what they said about $SPOT. $HIMS I keep coming back to the table below. TRT baldness shampoos mens health pills knockoff peptides telehealth docs a website blood tests. That entire stack is commodity stuff. I genuinely do not understand what fantasy land people are living in where this platform $HIMS I keep coming back to the table below. TRT baldness shampoos mens health pills knockoff peptides telehealth docs a website blood tests. That entire stack is commodity stuff. I genuinely do not understand what fantasy land people are living in where this platform"  
[X Link](https://x.com/TheRealBirnbaum/status/2021716684772397255)  2026-02-11T22:43Z [----] followers, [----] engagements


"Honestly if this didnt happen I would have been disappointed. Few people with less integrity and emotional stability on this app and thats really saying something. Its a real shame $IREN has him on the board. Literally only reason I question the bull case"  
[X Link](https://x.com/TheRealBirnbaum/status/2021773274129031214)  2026-02-12T02:28Z [----] followers, [----] engagements


"Meanwhile $DUOL app literally topping the charts again with language learners. Some people literally cant cope with reality. @TheRealBirnbaum Zero chance AI eliminates the desire to learn a new language It already has eliminated itcompletely. @TheRealBirnbaum Zero chance AI eliminates the desire to learn a new language It already has eliminated itcompletely"  
[X Link](https://x.com/TheRealBirnbaum/status/2021774243764043924)  2026-02-12T02:31Z [----] followers, [----] engagements


"@AgarWoodCapital And the market has proven that these were absolutely asinine prices every single time. If you can only see the first layer of the onion you have no chance"  
[X Link](https://x.com/TheRealBirnbaum/status/2021953313571529021)  2026-02-12T14:23Z [----] followers, [---] engagements


"@ManuInvests You cant have CapEx fears and a SaaSpocalypse. In this case the economy simply dies. In reality both will thrive. Long $AMZN"  
[X Link](https://x.com/TheRealBirnbaum/status/2022031722012193046)  2026-02-12T19:35Z [----] followers, [---] engagements


"I dont think I can possibly own enough $NBIS right now. Their stake in ClickHouse is a significant portion of their market cap. Theyre then trading at something under 2X EV to sales. Folks who think neoclouds are a commodity business and then go and prattle on about their execution risks suffer from a special form of cognitive dissonance. These things cant both be true. In reality $NBIS and $IREN and $CRWV are specializing in a highly difficult operation each with competitive advantages. https://twitter.com/i/web/status/2021625714244485326 https://twitter.com/i/web/status/2021625714244485326"  
[X Link](https://x.com/TheRealBirnbaum/status/2021625714244485326)  2026-02-11T16:41Z [----] followers, [----] engagements


"@amitisinvesting This is just forced selling and liquidation. Anyone who doesnt understand this is not buying"  
[X Link](https://x.com/TheRealBirnbaum/status/2021671327216631964)  2026-02-11T19:42Z [----] followers, [----] engagements


"@fifteenCAGR $OWL $ORCL $SEZL $BN $PATH $DUOL"  
[X Link](https://x.com/TheRealBirnbaum/status/2021761665855832108)  2026-02-12T01:41Z [----] followers, [----] engagements


"Exor NV (US OTC ticker $EXXRF) is one of my latest bets. The companys stake in Ferrari represents 40% of its NAV. That same stake is worth more than its entire market cap. You read that correctly. The market is assigning NEGATIVE value to Exors ability to compound shareholder value. Its portfolio is not even bad. Its solid. In a world where traditional net net investing has basically disappeared this ones a true gem. https://twitter.com/i/web/status/2009001209768595717 https://twitter.com/i/web/status/2009001209768595717"  
[X Link](https://x.com/TheRealBirnbaum/status/2009001209768595717)  2026-01-07T20:36Z [----] followers, [---] engagements


"Its time to buy SaaS and payments. Im in on $ADBE $PYPL and $RELY. Its just narratives. Just because a business is somewhat commoditized doesnt mean there arent better operators with more scale. Investors have been blinded by tech and forgotten that oil is still a great business and digital payments is better than oil. https://twitter.com/i/web/status/2011897684366336290 https://twitter.com/i/web/status/2011897684366336290"  
[X Link](https://x.com/TheRealBirnbaum/status/2011897684366336290)  2026-01-15T20:26Z [----] followers, [----] engagements


"We should see countless threats to $SPOT within months. $CRM should be dead within weeks. It's just as "easy" to build these platforms and create a 100m-user installed base. If you think otherwise you have zero understanding of $DUOL. Please tell me how [--] micro-apps are going to integrate with the entire public school system. How are they going to iterate [-----] times with perfect precision to accrue real users Where is the data going to magically appear in their servers and drives This logic is so incredibly poor it breaks down within seconds of dialectic reasoning. But forgive me my English"  
[X Link](https://x.com/TheRealBirnbaum/status/2014740281581584874)  2026-01-23T16:41Z [----] followers, [----] engagements


"We are nearing the nadir on $DUOL sentiment. Those with a tendency to move with the herd have streamed to safety. Those who think differently can see that the fundamentals are unchanged from [--] months ago. Claude is patently incapable of replicating the app or its data deployment. This is $AMD in [----] when $NVDA had "killed" them. $SPOT in [----] when their margins were capped and profitability was impossible to imagine. $PLTR in [----] when it was a consulting company. The narratives lost every time. The fundamentals won every time. https://twitter.com/i/web/status/2016216786602016937"  
[X Link](https://x.com/TheRealBirnbaum/status/2016216786602016937)  2026-01-27T18:28Z [----] followers, [----] engagements


"Whos looked into $DOCN Looks like a very interesting company but I dont know much about it"  
[X Link](https://x.com/TheRealBirnbaum/status/2016677098643993050)  2026-01-29T00:57Z [----] followers, [---] engagements


"Unbelievable levels of corruption. Few populations have been as duped by a politician as the United States. This is what you get from a country in which the vast majority cant think critically and want to defund education. https://www.wsj.com/politics/policy/spy-sheikh-secret-stake-trump-crypto-tahnoon-ea4d97e8st=NZC46c https://www.wsj.com/politics/policy/spy-sheikh-secret-stake-trump-crypto-tahnoon-ea4d97e8st=NZC46c"  
[X Link](https://x.com/TheRealBirnbaum/status/2017785709516435898)  2026-02-01T02:22Z [----] followers, [---] engagements


"Interesting. But ASML orders were far more inevitable than mortgage rates falling. You cant predict that. $FICO is a dominant business. My issue is that its already been proven to be a poorer predictor of borrower quality than many lending models using AI and proprietary data have established. At what point does the system recognize that and stop paying this unnecessary tax Probably not anytime soon. But something to think about. Either way I think youre right that $FICO looks good here. Im interested. https://twitter.com/i/web/status/2017976069723136293"  
[X Link](https://x.com/TheRealBirnbaum/status/2017976069723136293)  2026-02-01T14:59Z [----] followers, [--] engagements


"Brother if you cant handle disagreement then dont post an opinion. No one is shooting you. The same way youre accusing $PATH shareholders of not paying attention to the disruption youre not paying attention to the fact that theyve known and been prepared for this for years. We will see whos right in due time. https://twitter.com/i/web/status/2017976867601477803 https://twitter.com/i/web/status/2017976867601477803"  
[X Link](https://x.com/TheRealBirnbaum/status/2017976867601477803)  2026-02-01T15:02Z [----] followers, [---] engagements


"@_j__f @DimitryNakhla $SEZL doesn't use FICO at all for example. It's really not necessary. FICO isn't a great tool. The real argument is that it's embedded. It's the only accepted imprimatur"  
[X Link](https://x.com/TheRealBirnbaum/status/2017987058627682546)  2026-02-01T15:43Z [----] followers, [---] engagements


"Ive done a shallow dive into $DOCS and found not much to like. It seems to me like engagement farming for doctors. Any takers"  
[X Link](https://x.com/TheRealBirnbaum/status/2018104761262719485)  2026-02-01T23:30Z [----] followers, [----] engagements


"About a year ago @alc2022 said something axiomatic: If you need to do a DCF the deals too thin. I understood this truth before he articulated it. But its epiphanic to hear someone articulate something youve always only understood viscerally or subconsciously. @joecarlsonshow announced an investment in $META today saying basically the same thing but by quoting Buffett and Munger. He basically said that the valuation should essentially hit you over the head with its obviousness. I think Ive strayed from this at times but generally have been true. I own companies that are so obviously"  
[X Link](https://x.com/TheRealBirnbaum/status/2018473092981424628)  2026-02-02T23:54Z [----] followers, [----] engagements


"I'm seriously considering buying more $PLTR for the first time since $22. My first purchase was $7. This is the best company on Earth right now and may very well become the best company in history. They might accelerate into triple digits at some point. No other company's offering is eponymous: Palantir literally offers a crystal ball. That is magical. Their customers say it's magical. To anyone who sold because of "valuation" hopefully you learned your lesson. https://twitter.com/i/web/status/2018685784153334151 https://twitter.com/i/web/status/2018685784153334151"  
[X Link](https://x.com/TheRealBirnbaum/status/2018685784153334151)  2026-02-03T13:59Z [----] followers, 23.5K engagements


"I've seen comments that $PYPL fired the CEO based on politics. I'm not sure if this is true and I haven't gotten a chance to dig into the call. That being said the now former CEO's vision for the company was the correct one. He was hardly given enough time to roll out everything he'd envisaged. The culture is what seems to be broken. It's sad because there's a TON of value locked inside this company. But culture seems to be in the way. Appointing a cost-cutter with zero experience in this space and who oversaw another structural decline inspires zero confidence in me."  
[X Link](https://x.com/TheRealBirnbaum/status/2018694985072161135)  2026-02-03T14:36Z [----] followers, [----] engagements


"$AMD is going to present us with yet another massive buying opportunity in the coming days weeks or even months. The market has decided its time to go back down a bit. Thats fine. Weve been consolidating for a few months and the market almost never goes sideways. Its got to go up or down for people to make money. But without a recession the trend remains up. Get ready to deploy cash if this is where we drop. Just another opportunity. https://twitter.com/i/web/status/2018808260082762205 https://twitter.com/i/web/status/2018808260082762205"  
[X Link](https://x.com/TheRealBirnbaum/status/2018808260082762205)  2026-02-03T22:06Z [----] followers, [----] engagements


"What Im seeing today is confirming my first impression yesterday: the culture at $PYPL is completely broken and is not worth owning. I dont care if it bounces 2-3X from here. I dont buy cigar butts. They fired a CEO who was doing the right stuff. It takes time. He might not have been perfect but hitting quarterly numbers has nothing to do with that. By yesterday Id already sold all my shares and closed my CSPs and held only a small amount of OTM calls. They have now been sold for a loss as well. https://twitter.com/i/web/status/2019068074410889611"  
[X Link](https://x.com/TheRealBirnbaum/status/2019068074410889611)  2026-02-04T15:18Z [----] followers, [---] engagements


"$IREN down 17% when CapEx is blowing past record expectations makes complete sense I said it yesterday and Ill say it again: this is nothing more than another massive buying opportunity. If you understand markets you understand that traders need to make money. And traders dont make money on sideways markets. The market cant rise forever. At some point we were going to exhaust buyer willingness. Weve climbed a massive wall of worry. Yet absolutely nothing has changed with the fundamentals. The AI story remains as intact as ever. And now that software stocks are literally in a depression"  
[X Link](https://x.com/TheRealBirnbaum/status/2019162303543812212)  2026-02-04T21:33Z [----] followers, [----] engagements


"@Mindset4Money_X Too early to say. OpenAI is still winning. But Im long Google either way"  
[X Link](https://x.com/TheRealBirnbaum/status/2019176705106276389)  2026-02-04T22:30Z [----] followers, [---] engagements


"I was wondering how dumb the market could get back in the fall with the AI bubble fears. Weve reached a new level of stupidity. The market is now pricing in complete disruption of every software company. The chances of this are zero. Literally zero"  
[X Link](https://x.com/TheRealBirnbaum/status/2019199322043346971)  2026-02-05T00:00Z [----] followers, [---] engagements


"Youre misinterpreting what I said. It makes no sense that stocks that are part of the AI boom are selling off with the software stocks which are selling off because of disruption. Every time theres a selloff the baby gets thrown out with the bathwater. Every single time. People sell because people are selling. https://twitter.com/i/web/status/2019419427251360058 https://twitter.com/i/web/status/2019419427251360058"  
[X Link](https://x.com/TheRealBirnbaum/status/2019419427251360058)  2026-02-05T14:34Z [----] followers, [--] engagements


"Youre not getting it. $HIMS isnt doing anything illegal. Dont hate on them. Hate on the law. If you dont agree then youre not aware of the facts. Lets see if there are lawsuits. If they dont come its because they know they have no chance. If they do lets see how they unfold. 🚨 I'll exit my $NVO position if Novo doesn't take a direct and strong stance and won't sue the living 💩 out of $HIMS. It's as simple as that. This must be unacceptable from Novo's point of view. If they do nothing yet again it'll show the new management of Novo Nordisk is 🚨 I'll exit my $NVO position if Novo doesn't"  
[X Link](https://x.com/TheRealBirnbaum/status/2019506212476207550)  2026-02-05T20:19Z [----] followers, 10.2K engagements


"@ahura2025 You are being completely dishonest. Perhaps thats because of your bias. You have zero evidence that they are any less effective. Go ahead and sell your shares"  
[X Link](https://x.com/TheRealBirnbaum/status/2019525810479329625)  2026-02-05T21:37Z [----] followers, [---] engagements


"Anyone looking at these articles an actually expecting answers is lost or has not been in the market for long. Theres zero reason $ORCL or any other AI stock to crash. Its literally panic and market mechanics. Those who stay cool get rich. Those who panic sell constantly lose and revise their history. https://twitter.com/i/web/status/2019537160278261992 https://twitter.com/i/web/status/2019537160278261992"  
[X Link](https://x.com/TheRealBirnbaum/status/2019537160278261992)  2026-02-05T22:22Z [----] followers, [----] engagements


"Imagine knowing that AI is the biggest economic opportunity in history and then selling off every company thats investing in the revolution with direct and immediate returns. $AMZN quarter was an absolute monster. 24% on AWS off a massive base. Their CapEx is going straight to the bottom line. The market is not even CLOSE to efficient. Anyone still trying to support the hypothesis at this point is a fool. Its like democracy and capitalism: the worst system we have except for all the others. This is yet another huge buying opportunity. Dont waste it."  
[X Link](https://x.com/TheRealBirnbaum/status/2019768356920868950)  2026-02-06T13:41Z [----] followers, [---] engagements


"@_j__f @realroseceline The CapEx js meant to lead to benefit. When it stops there will be return on investment. Its so far off that its not worth worrying about. Jensen has been right about everything so far. This is going to be a 5-10 year cycle from here"  
[X Link](https://x.com/TheRealBirnbaum/status/2019768781828968747)  2026-02-06T13:42Z [----] followers, [--] engagements


"$HIMS is again by far the best opportunity in the market. Every time we go through these litigation scares we get another opportunity to buy a world class business at dirt cheap prices. Its value is directly proportional to how much it pisses people off in an industry that seeks rent wherever it can. https://twitter.com/i/web/status/2019794939526172926 https://twitter.com/i/web/status/2019794939526172926"  
[X Link](https://x.com/TheRealBirnbaum/status/2019794939526172926)  2026-02-06T15:26Z [----] followers, [----] engagements


"@HarryHH1993 I dont have any problems with him. In fact I think hes absolutely crushing it"  
[X Link](https://x.com/TheRealBirnbaum/status/2019887351015882906)  2026-02-06T21:34Z [----] followers, [---] engagements


"@MacroEdgeRes @eliant_capital How are people like you still convincing yourselves theres no return Theyre literally showing you on every earnings call. Its unreal levels of denial"  
[X Link](https://x.com/TheRealBirnbaum/status/2019891043207147606)  2026-02-06T21:48Z [----] followers, [--] engagements


"@Amorphoustrades Highly doubt it"  
[X Link](https://x.com/TheRealBirnbaum/status/2020158660047966262)  2026-02-07T15:32Z [----] followers, [--] engagements


"What a clown 🤡 @alc2022 portfolio: $SPOT $TSLA $DUOL $HIMS $AMD $PLTR Lets do a backtest of performance over the past five years and then you can go. Honestly these people. If youve never picked a stock thats gone down you literally should own the world. If you cant do math thats fine but youre working really hard to avoid admitting it. $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"  
[X Link](https://x.com/TheRealBirnbaum/status/2020166015850803673)  2026-02-07T16:01Z [----] followers, [----] engagements


"As Im sure youre aware its also about portfolio management. My position isnt as big now as it was at $40+ (in terms of share count). But Ive begun adding again here for the first time since those levels. This is about as bad as sentiment can get without $HIMS actually going to trial with $NVO. https://twitter.com/i/web/status/2020993804854079521 https://twitter.com/i/web/status/2020993804854079521"  
[X Link](https://x.com/TheRealBirnbaum/status/2020993804854079521)  2026-02-09T22:50Z [----] followers, [---] engagements


"@tweet_tj @StockMarketNerd @mikealfred Right so basically every one of the best stocks of all time. Or have you been in the market for ten minutes If you need to qualify your post in the comments [--] times thats called being wrong"  
[X Link](https://x.com/TheRealBirnbaum/status/2021599636671037712)  2026-02-11T14:58Z [----] followers, [--] engagements


"Absolutely massive news for $HIMS This is the piece I was hoping for on the earnings call. And we got it just a few days later. 🚨 $HIMS APPOINTS MO ELSHENAWY AS NEW CHIEF TECHNOLOGY OFFICER ELSHENAWY WAS FORMERLY PRESIDENT & CTO AT CRUISE WHERE HE HELPED LAUNCH AND SCALE THE FIRST COMMERCIAL DRIVERLESS RIDES SERVICE IN SF https://t.co/jQ2r0xv0bo 🚨 $HIMS APPOINTS MO ELSHENAWY AS NEW CHIEF TECHNOLOGY OFFICER ELSHENAWY WAS FORMERLY PRESIDENT & CTO AT CRUISE WHERE HE HELPED LAUNCH AND SCALE THE FIRST COMMERCIAL DRIVERLESS RIDES SERVICE IN SF https://t.co/jQ2r0xv0bo"  
[X Link](https://x.com/anyuser/status/1920498466083442730)  2025-05-08T15:18Z [----] followers, [----] engagements


"One of the biggest bull signals is when @DanielPronkt releases a video on another overvalued AI/tech company based on superficial multiples and generic competition. $DUOL is the next $SPOT. A digital app that will clearly be rendered obsolete by megacap techaccording to those who cant transcend first order thinking. Ackmans $SPOT short thesis presentation award is one of the biggest blemishes on his record. The same thing is happening now with $DUOL and $HIMS as the smaller specialists are viewed as obsolete despite zero evidence"  
[X Link](https://x.com/anyuser/status/1961506412867313671)  2025-08-29T19:09Z [----] followers, [----] engagements


"All the FDA is doing is making it even more obvious how much a threat $HIMS poses to the industry. Its not a conspiracy that Makary is in their pockets. Youd have to be stupid not to see this"  
[X Link](https://x.com/anyuser/status/1967976114816741617)  2025-09-16T15:37Z [----] followers, [----] engagements


"THIS IS ONE OF THE MOST IMPORTANT POSTS I WILL EVER MAKE. It's difficult to put into words how dangerous and damaging and downright false and irrelevant this logic is: that it's "risky" to try and 100X. First of all contrary to the post below $GOOGL has in fact 100X'd which you would have known if you'd looked at the A shares. Secondly the only reason you would have sold $GOOGL--or $AMZN $MSFT or $AAPL--is to satisfy your emotions succumb to obtaining narratives or a combination of the two. I've seen countless reasons for selling stocks and every single one of them is wrong save for one: the"  
[X Link](https://x.com/anyuser/status/1988035749426721230)  2025-11-11T00:07Z [----] followers, 216.3K engagements


"$DUOL is clearly a dying company with [--] TAM moving forward. Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"  
[X Link](https://x.com/TheRealBirnbaum/status/2021292858666365201)  2026-02-10T18:39Z [----] followers, [----] engagements


"This guy makes me question whether I should keep owning $IREN. I know this is going to be hard to hear but if your entire portfolio consists of HIMS HOOD PLTR etc you are not a serious investor. You are a fad stock investor. For a period of time fad stocks can work. But you wont actually be able to build a career on it. Maybe thats OK. I know this is going to be hard to hear but if your entire portfolio consists of HIMS HOOD PLTR etc you are not a serious investor. You are a fad stock investor. For a period of time fad stocks can work. But you wont actually be able to build a career on it."  
[X Link](https://x.com/TheRealBirnbaum/status/2021443208514072675)  2026-02-11T04:36Z [----] followers, [----] engagements


"Super important to actually read reports. Youll note that $SPOT grew a solid 13% on a constant currency basis. For a company that can raise prices at will and just recently has this paints a very different picture. It's embarrassing how fast $SPOT's growth has de-accelerated to mid-single digits I can't believe the stock is up on these earnings https://t.co/1cxR8Wg5zV It's embarrassing how fast $SPOT's growth has de-accelerated to mid-single digits I can't believe the stock is up on these earnings https://t.co/1cxR8Wg5zV"  
[X Link](https://x.com/TheRealBirnbaum/status/2021599263134818369)  2026-02-11T14:56Z [----] followers, [---] engagements


"Anyone who still thinks the market is efficient needs to have their head examined"  
[X Link](https://x.com/TheRealBirnbaum/status/2021620273955377189)  2026-02-11T16:20Z [----] followers, [----] engagements


"Sometimes the market becomes so dumb its almost hard to believe. The options market for $DUOL has hit this point. Complete idiocy. Today I sold $90 strike puts expiring in January [----] for $32.60. If assigned I would be paying $57.40 per share. At this point $DUOL would be valued at $2.66B. They have $1.1B of cash on their balance sheet. That brings their enterprise value to $1.56B. Their current cash flow run rate is roughly $300m. That would put their enterprise value to cash flow at 5X. In the meantime theyre growing 37%. Their cash flow is growing even faster. Theres zero chance that AI"  
[X Link](https://x.com/TheRealBirnbaum/status/2021688041966854632)  2026-02-11T20:49Z [----] followers, 115.5K engagements


"@robbydoesstocks In no way am I nervous about someone vine coding another $DUOL. Zero chance of this happening"  
[X Link](https://x.com/TheRealBirnbaum/status/2021762472525377751)  2026-02-12T01:45Z [----] followers, [----] engagements


"@EyesUnWoke How much do you want to bet it does Ill literally go as high as you want"  
[X Link](https://x.com/TheRealBirnbaum/status/2021772495586497017)  2026-02-12T02:25Z [----] followers, [----] engagements


"@TWyderka They used if for Google too. I dont do if. I use logic"  
[X Link](https://x.com/TheRealBirnbaum/status/2021967372400328862)  2026-02-12T15:19Z [----] followers, [---] engagements


"Literally 90% of X thinks a companys stock is rising its a good company and vice versa. Most of them have no followers because they have zero idea what theyre doing"  
[X Link](https://x.com/TheRealBirnbaum/status/2022015997696450681)  2026-02-12T18:32Z [----] followers, 36.8K engagements


"@ManuInvests @amitisinvesting And Crocs is insanely overvalued. Everything thats getting killed is insanely undervalued"  
[X Link](https://x.com/TheRealBirnbaum/status/2022037940319502498)  2026-02-12T19:59Z [----] followers, [--] engagements


"Its always interesting when Monday morning quarterbacks pretend they knew that was going to happen. Its also interesting that so many are calling this their downfall when their revenues are still growing operating cash growing faster and its highly unlikely that this case will be settled rapidly. To the chagrin of so many $HIMS bears this story is just getting started. I saw this with $SPOT and with $UBER before that. They were claimed to be dead companies many times along the way to glory. $HIMS downfall is a lesson in how execution missteps and scattered focus can erase value. I bought it"  
[X Link](https://x.com/TheRealBirnbaum/status/2022127150149652502)  2026-02-13T01:54Z [----] followers, [----] engagements


"@QualityInvest5 I think both will do well. Whats your cost bases"  
[X Link](https://x.com/TheRealBirnbaum/status/2022159011626594595)  2026-02-13T04:00Z [----] followers, [---] engagements


"@QualityInvest5 In what world is someone vibe coding intuit Honestly this has gotten idiotic"  
[X Link](https://x.com/TheRealBirnbaum/status/2019198836229448160)  2026-02-04T23:58Z [----] followers, [---] engagements


"Its time to start taking names on everyone jumping on the $HIMS short bandwagon. Reminds me of $UBER which is now a $155B company thats super undervalued. Most people cant see the future. And most of the bears decided they were bears a long time ago. Lets see"  
[X Link](https://x.com/TheRealBirnbaum/status/2019899428472012817)  2026-02-06T22:22Z [----] followers, [----] engagements


"$OWL is simple: completely overdone on the drawdown AI disruption/risk massively overhyped 20% grower selling at 15X distributable earnings with a 7% dividend yield. $SEZL a little more complex but more upside. Only BNPL that doesnt need a ton of funding so the prime/near prime risk is complete nonsense. Offering a subscription so theyre customer funded instead of merchant funded allowing them to go anywhere without relying on deals with merchants. Give their customers ability to build credit with them. Proprietary models are super impressive. Risk of NPLs is extremely low."  
[X Link](https://x.com/TheRealBirnbaum/status/2021335443648676112)  2026-02-10T21:28Z [----] followers, [---] engagements


"@wealthmatica Is $ZETA SaaS"  
[X Link](https://x.com/TheRealBirnbaum/status/2021689131668066384)  2026-02-11T20:53Z [----] followers, [---] engagements


"@chrisstlmo @amitisinvesting Essentially panic and mass margin calls. As people panic people on margin must sell to meet collateral requirements which intensifies the process. None of this has anything to do with valuations. Its purely mechanical"  
[X Link](https://x.com/TheRealBirnbaum/status/2021689690689065141)  2026-02-11T20:55Z [----] followers, [---] engagements


"@tryingToThink__ I highly doubt Dev is panicking. I almost think his companies are interesting but theyre still pretty expensive"  
[X Link](https://x.com/TheRealBirnbaum/status/2021820748352917569)  2026-02-12T05:36Z [----] followers, [--] engagements


"@low_IQ_trader @Gutman_999 Im still waiting for that app with 100m users thats iterated over [-----] times using proprietary data. Let me know when that happens"  
[X Link](https://x.com/TheRealBirnbaum/status/2021953734650343526)  2026-02-12T14:25Z [----] followers, [--] engagements


"To me this is a much more rational take. As I posted over the weekend polarizing stocks promote polarizing viewpoints. The reality is much more ambiguous. $HIMS is nowhere near dead. In fact theyre now trading at incredible value. Theyve never had more customers or more visibility. Im a buyer here. I dont need validation. I need to make money. $HIMS has some balls. Leadership taking big swings and striking out every once in awhile is not necessarily a bad thing. Big thinkers and innovators play big. Often in the gray areas.seeing that now with the $nvo lawsuit. Move fast and break things. All"  
[X Link](https://x.com/TheRealBirnbaum/status/2020893797933019438)  2026-02-09T16:13Z [----] followers, [----] engagements


"@samsolid57 This is all fine and dandy but this is trading not investing. Youre going to pay taxes on all the things you sold and the reasons you bought and sold have nothing to do with what matters in the long-term which is only and will only ever be free cash flow per share growth"  
[X Link](https://x.com/TheRealBirnbaum/status/2021713318197461295)  2026-02-11T22:29Z [----] followers, [---] engagements


"@Stoicisimi No Literally yes. Tell me you dont actually know the facts without telling me"  
[X Link](https://x.com/TheRealBirnbaum/status/2021772116408844599)  2026-02-12T02:23Z [----] followers, [---] engagements


"@AgarWoodCapital 😂😂😂😂😂😂 The market has been expensive since the [----] lows Yeah you have no idea what youre talking about. Good luck"  
[X Link](https://x.com/TheRealBirnbaum/status/2021820473021980694)  2026-02-12T05:35Z [----] followers, [---] engagements


"When $HIMS bears bring ethics into the conversation one has to laugh. One hopes its an emotional outburst but if not the naivety is unparalleled. More than anything one feels sorry for their spouses and partnerstheyre doing the lords work. Theres so much anger at $HIMS right now. The need for them to go to zero is extremely intense. Do a $150B company and the FDA spend this much energy on a non threat Meanwhile Hims management is completely calm. As I expected they swiftly came out with a statement that exudes complete calm and control. This is $UBER vs. cabs all over again except now its in"  
[X Link](https://x.com/TheRealBirnbaum/status/2019919098885603628)  2026-02-06T23:40Z [----] followers, [----] engagements


"Ive never seen a company anger more people than $HIMS. Both bulls and bears. Bears because they want to claim victory but time keeps moving forward and the company isnt dead. Theyre melting down when they realize Im still long the stock. Bulls because theres no evidence to suggest that selling the pill wasnt a stupid decision. Just speculation. Either you accept this and live in the discomfort or deny it and deal with the cognitive dissonance. One thing is for sure you can tell who is miserable IRL by their reaction to Fridays news. Some people here really need to find something outside this"  
[X Link](https://x.com/TheRealBirnbaum/status/2020514897151328457)  2026-02-08T15:07Z [----] followers, [----] engagements


"I cant disagree more. Jeff Bezos constantly told his team not to worry about the stock price. The best CEOs do not manage the company to optimize the stock price at all times. Thats the best way to ruin long term value creation. We see in real time that 90% of investors are just glorified traders. $HIMS CEO needs to be taught how to talk to the public let alone how to lead. "The team has a stomach of steel. Whether the stock's $70 or $2.87." This is the worst quote I have ever read for a CEO who leads a listed company that faces serious leadership challenges. I was $HIMS CEO needs to be"  
[X Link](https://x.com/TheRealBirnbaum/status/2020546582257553683)  2026-02-08T17:13Z [----] followers, [----] engagements


"Michael Burrys comparison of $GOOGL [---] year bonds to those of Motorola being a sign of a bubble is about as rational as pointing to any market top and claiming its a sign of a bubble. Its unclear to me how someone so smart can contort himself into the posture of such a stupid person. https://twitter.com/i/web/status/2021218805708398910 https://twitter.com/i/web/status/2021218805708398910"  
[X Link](https://x.com/TheRealBirnbaum/status/2021218805708398910)  2026-02-10T13:44Z [----] followers, [---] engagements


"Imagine stating with complete confidence that $IREN wouldnt receive a dime in funding for their $MSFT contract having that company announce on their most recent earnings call that they received 95% of that funding and then not only act like they never said anything but continue pretending that their bear thesis is completely intact. Most people not only completely whiff on 90% of the bullshit they spew but then double down when its beyond clear theyre wrong. It becomes more important to avoid reality than achieve any improvement whatsoever. Colin couldnt even spell Retards right. So Im"  
[X Link](https://x.com/TheRealBirnbaum/status/2021366267031023941)  2026-02-10T23:30Z [----] followers, [----] engagements


"Its interesting that I spend so much time posting on some of the smallest positions in my portfolio like $DUOL and $HIMS. Im kind of fascinated by the ire they draw. In reality my positions in $AMD $BN $AMZN $PLTR $SPOT and $ANET dwarf those positions. Then again those companies drew similar levels of ire. Advanced Money Destroyer Self-inflating asset fraud Needs more CapEx Glorified consulting company To be crushed by more CapEx Nvidia Interesting parallel. The more hate on a world class business the greater the upside. https://twitter.com/i/web/status/2022313763794247825"  
[X Link](https://x.com/TheRealBirnbaum/status/2022313763794247825)  2026-02-13T14:15Z [----] followers, [---] engagements


"$HIMS permabears claim the company is dead. Lets look at the facts. [--]. Vast majority of revenue outside semaglutide. [--]. Hims can continue selling through the lawsuits. Lawsuits will take years. By then theyll be generic. [--]. At no point was this a GLP-reliant business. Its incredibly exciting that Ill get to talk to these people in another five years. Theyve guaranteed the death of this shitco. Im betting its unlikely"  
[X Link](https://x.com/TheRealBirnbaum/status/2021673411009781933)  2026-02-11T19:51Z [----] followers, 15.2K engagements


"Im just starting to realize that what is going on is basically a monster version of October [----]. As a result we are getting yet another generational final opportunity due to the stupidity of computers trying to trade. These are not humans that are dumping software stocks. These are just algorithms. Except now weve just gotten used to it. So no ones even talking about this. We are seeing stocks dump between 50% to 90% on literally zero news. Its impossible to say where the bottom will be. But what I do know is that theres absolutely zero chance that software is being wholesale disrupted. Not"  
[X Link](https://x.com/TheRealBirnbaum/status/2021715482026377434)  2026-02-11T22:38Z [----] followers, 83.4K engagements


"@KawinPeche34194 Yeah in no way am I locking my money up"  
[X Link](https://x.com/TheRealBirnbaum/status/2021770337415794988)  2026-02-12T02:16Z [----] followers, [----] engagements


"I absolutely love Josh Brown but the $HALO trade is probably the dumbest in history and they are not good investors. To make money you must suffer drawdowns. Im not buying fucking $MCD for 28X earnings or $PG for 24x. This is what glorified traders do who will never get rich"  
[X Link](https://x.com/TheRealBirnbaum/status/2022032507781492782)  2026-02-12T19:38Z [----] followers, [----] engagements


"@MikeLongTerm @amitisinvesting I doubt it. Those drugs make you not want to ingest calories"  
[X Link](https://x.com/TheRealBirnbaum/status/2022039634956751334)  2026-02-12T20:06Z [----] followers, [---] engagements


"@BarrySchwartzBW My biggest position now that $AMD has pulled back"  
[X Link](https://x.com/TheRealBirnbaum/status/2022159168459915498)  2026-02-13T04:01Z [----] followers, [---] engagements


"Incredibly bearish chart. You can see why people are short $HIMS. No quality business has ever had a QoQ decrease. It simply never happens. When $HIMS does over $600M in revenue for Q3 will you believe then Keep betting against @AndrewDudum and see what happens next. $HIMS to $100 https://t.co/4VTV5qa1Yc When $HIMS does over $600M in revenue for Q3 will you believe then Keep betting against @AndrewDudum and see what happens next. $HIMS to $100 https://t.co/4VTV5qa1Yc"  
[X Link](https://x.com/anyuser/status/1956915972482204037)  2025-08-17T03:08Z [----] followers, 122.4K engagements


"@kamikazecash This revealspainfullyhow uninformed you are on the companys strategy. On so many levels and in such an egregious manner. You really should do some reading before making comments that are in literal opposition to reality"  
[X Link](https://x.com/TheRealBirnbaum/status/1957119334708330872)  2025-08-17T16:36Z [----] followers, [----] engagements


"Notice how all the bears come out when volatility hits. Many of them were bulls three days ago. 99% of investors are pro-cyclical. You dont want to be a pro in this case"  
[X Link](https://x.com/TheRealBirnbaum/status/1958198275963531588)  2025-08-20T16:03Z [----] followers, 11.3K engagements


"When @alc2022 and I met we both owned three of these already. Far from copying him we tend to land on the same companies because we see similar patterns. You have to build your own conviction. If youre asking questions like: [--]. How high do you think this can this go [--]. Can it fall to $X [--]. What price should I buy at Youre not thinking for yourself. The following are multi-trillion $ companies in the making: [--]. $DUOL [--]. $HIMS [--]. $SPOT [--]. $AMD [--]. $PLTR The following are multi-trillion $ companies in the making: [--]. $DUOL [--]. $HIMS [--]. $SPOT [--]. $AMD [--]. $PLTR"  
[X Link](https://x.com/TheRealBirnbaum/status/1958214531085152423)  2025-08-20T17:08Z [----] followers, 17.2K engagements


"Isnt it ironic that $NVO is getting bitch slapped by the FDA for contamination risks after accusing $HIMS of poor compounding standards Look at the facts not what biased competitors say. Whats also ironic is that in no way did $NVO need to compete with $HIMS. Couldve made buckets of money teaming with them which is inevitable anyway"  
[X Link](https://x.com/anyuser/status/1959007532514779519)  2025-08-22T21:39Z [----] followers, [----] engagements


"$DUOL is trading at 42X FCF run rate. And its growing 40%. Thats extremely cheap"  
[X Link](https://x.com/anyuser/status/1959092590290075838)  2025-08-23T03:17Z [----] followers, [----] engagements


"$HIMS is a generational opportunity. At $45 and 40% short interest"  
[X Link](https://x.com/anyuser/status/1960454153496395824)  2025-08-26T21:27Z [----] followers, 34.6K engagements


"$HIMS is having their biggest quarter in history. The bears will of course move the goalpost and come up with a new phantasmagoric nightmare scenario"  
[X Link](https://x.com/anyuser/status/1961247507666600426)  2025-08-29T02:00Z [----] followers, [----] engagements


"Standing in line at the pharmacy makes it utterly clear why $HIMS will completely eliminate this bullshit"  
[X Link](https://x.com/anyuser/status/1961882112719462560)  2025-08-30T20:02Z [----] followers, [---] engagements


"@oguzerkan Dude are you kidding Hes a permabear. He hasnt predicted a single thing. You need to do some research. This looks foolish"  
[X Link](https://x.com/TheRealBirnbaum/status/1962922646909096187)  2025-09-02T16:56Z [----] followers, [----] engagements


"Im sure @A_May_MD and @paulcerro are proselytizing that the bear case for $HIMS has gotten even stronger today"  
[X Link](https://x.com/anyuser/status/1963252055511892114)  2025-09-03T14:45Z [----] followers, [----] engagements


"This is the best analogy right now. Low level thinkers are looking at cute language apps from bigger companies and extrapolating oversimplified dynamics. $DUOL stopped being a language company a while ago. Its an education juggernaut. However I believe that like happened with $SPOT almost everyone here will be wrong about $DUOL. I still think $DUOL is positioned to take the entire education market. And that the stock will radically outperform. Ill be buying a lot more However I believe that like happened with $SPOT almost everyone here will be wrong about $DUOL. I still think $DUOL is"  
[X Link](https://x.com/TheRealBirnbaum/status/1964373015489032354)  2025-09-06T16:59Z [----] followers, 22.1K engagements


"Investors are realizing the AI revolution is just getting started. Trillions have been caught offsides. Instead of extrapolating prior bubbles they should've looked at the fundamentals. It's truly amazing how often I heard "But where is the ROI" It's literally everywhere"  
[X Link](https://x.com/TheRealBirnbaum/status/1965794133366501674)  2025-09-10T15:06Z [----] followers, 10.5K engagements


"Its hilarious that people think this is strictly bearish for $HIMS. While there are concerns it serves to further consolidate their telehealth dominance. [--]. At no point did $HIMS mention GLPs in this ad. The FDA is tilting at windmills. [--]. If this is the case then $HIMS has a massive advantage by being able to simply promote their platform. [--]. Because of number [--]. this threat has absolutely no teeth. Theres absolutely nothing they can do about this. Its one of countless targeted attacks over the past couple years as $HiMS has risen that have failed and will fail. If youre not pissing people"  
[X Link](https://x.com/TheRealBirnbaum/status/1967112039689560515)  2025-09-14T06:23Z [----] followers, [----] engagements


"While @paulcerro might have blocked me because hes unable to engage without making insults or acknowledge any facts that dont support his ideas (representing roughly 99% of facts about $HIMS and I would argue most qualitative analysis) Ill continue to follow him and the stock price as they continue to move inverse to each other"  
[X Link](https://x.com/anyuser/status/1967369497721147607)  2025-09-14T23:26Z [----] followers, [----] engagements


"Losers are the people who criticize every mistake and failure. Winners make mistakes and fail because theres no other path to success"  
[X Link](https://x.com/TheRealBirnbaum/status/1969837202566963488)  2025-09-21T18:52Z [----] followers, 10.6K engagements


"1000%. Pay attention. The low-hire low-fire environment Powell cited seems to be driven by AI productivity enhancements. Everyone's focused on usual macro dynamics but if AI keeps improving like this we could see some really weird job data over the coming year or two. The low-hire low-fire environment Powell cited seems to be driven by AI productivity enhancements. Everyone's focused on usual macro dynamics but if AI keeps improving like this we could see some really weird job data over the coming year or two"  
[X Link](https://x.com/TheRealBirnbaum/status/1971613806100127810)  2025-09-26T16:32Z [----] followers, 16.8K engagements


"@alc2022 $IREN is a beast but thats a bad move. No reason you cant have both"  
[X Link](https://x.com/TheRealBirnbaum/status/1972391237845148114)  2025-09-28T20:01Z [----] followers, 12.3K engagements


"Investors constantly bemoan the length of this secular bull. Conveniently they forget that its coming out of the second-worst [--] years in market history. When we look at the data the S&P [---] has only compounded at 6.3% since [----] and only about 8% with dividends reinvested. On top of that the economy is only getting stronger"  
[X Link](https://x.com/TheRealBirnbaum/status/1974295996826882403)  2025-10-04T02:10Z [----] followers, 17.4K engagements


"Its amazing that the bubble boys refuse to believe whats happening in front of their eyes. THE STORY IS JUST GETTING STARTED $NBIS $IREN $CRWV $CIFR $NVDA has said through their own communications that in order to power the GPUs which they are set to deliver in [----] they will require [--] GW() of new datacenter capacity to come online. From sources that are https://t.co/vFf9XqHwAw THE STORY IS JUST GETTING STARTED $NBIS $IREN $CRWV $CIFR $NVDA has said through their own communications that in order to power the GPUs which they are set to deliver in [----] they will require [--] GW() of new datacenter"  
[X Link](https://x.com/TheRealBirnbaum/status/1974489752708829582)  2025-10-04T15:00Z [----] followers, [----] engagements


"Total net worth: $1.93m In [----] in had $45000 to my name. After scaling and selling the family business and taking active control of my investments Ive just about 40Xd my net worth in five years. Feels fuckin great. Breakdown: Real estate: $437000 Schwab stocks: $1.28m 401K: $37000 Wifes TSP: $170000"  
[X Link](https://x.com/anyuser/status/1974546891896467593)  2025-10-04T18:47Z [----] followers, 36.9K engagements


"Some of the analysis on X is truly abysmal. At least the suits put on an appearance of expert opinion. This is insanely lazy. Over and over and over again you see investors equate whether implicitly or explicitly $HIMS to a GLP-1 company. We saw the same with $PLTR marketing company Seeing the same with $DUOL language company $AMD failed GPU company And of course the OG: $AMZN bookseller Meanwhile $HIMS is up over 5X from IPO and theres absolutely zero evidence of them having problems moving product or expanding verticals. $HIMS is COOKED. Throw another SHRIMP on the BARBIE. 🔥"  
[X Link](https://x.com/anyuser/status/1974637957907628385)  2025-10-05T00:49Z [----] followers, [----] engagements


"Yesterday I shared my progress in business and investing via the growth of my net worth over the past five years. Id be remiss if I didnt explicitly mention the impact @alc2022 has had on my journey. We bonded initially over shared views on a several stocks namely $SPOT $PLTR and $AMD. More than serendipitous it was indicative of a similar perspective on what types of businesses drive the biggest returns. But Antonio has taken this so much further building a framework that proves why these companies outperform. He uses the same principles that these businesses employ to compound capital to"  
[X Link](https://x.com/anyuser/status/1974852106461786555)  2025-10-05T15:00Z [----] followers, 41.7K engagements


"@MrMikeInvesting Wait Im lostwhy are you citing 200% revenue growth Or is this a prediction Either way no. Just no. And I own the stock"  
[X Link](https://x.com/anyuser/status/1975383335385071886)  2025-10-07T02:11Z [----] followers, [----] engagements


"Its perfectly ironic how folks are coming for @alc2022 on $DUOL. His framework illustrates how narratives and sentiment drive price in the short term and that they represent opportune moments to buy. They are proving his point for him. They cant come for him on anything else because hes dominating too much so they need to cherry-pick on price action like always. First $TSLA was a car company Then $PLTR was a consulting company Then $SPOT was going to be eaten by $AMZN and $AAPL Then $AMD was an Advanced Money Destroyer Then $HIMS was a dick pill and GLP companyand would be eaten by $AMZN Now"  
[X Link](https://x.com/anyuser/status/1975563520499474920)  2025-10-07T14:07Z [----] followers, 17.3K engagements


"This is too good. Lets go through this post which used a 20-minute scroll of @alc2022 posts to cherry pick reasons why he doesnt know shit about what he is talking aboutitself an abuse of the English language that I will leave aside for now. [--]. 1-2 year returns arent impressive. Whats interesting is that if hed taken [--] minutes to do his research hed know that Antonio has held $AMD and $TSLA since [----] and $PLTR and $SPOT since at least [----]. This is all well documented. Too bad Julien didnt reach for that 21st minute. [--]. You can easily notice that his DD is limited to [--] minutes scrolling on"  
[X Link](https://x.com/TheRealBirnbaum/status/1975692905479127267)  2025-10-07T22:41Z [----] followers, [----] engagements


"The best thread Ive seen on the $AMD roadmap. Piper Sandler told us two years ago that AMD had the most impressive roadmap of any megacap tech company. All you had to do was follow up on this public announcement and judge for yourself. Instead 99% bought the Advanced Money Destroyer narrative. And Lisa Su didnt give a single fuck. $META Just Validated $AMD And Blackwell Confirms It. Lets be clear: NVIDIA quietly endorsed AMDs chiplet roadmap. Meta didnt just talk about modularity. They built their inference infrastructure on it - with AMD. I bought $PLTR at $6.34 heres why $AMD could 10X.🧵"  
[X Link](https://x.com/anyuser/status/1975732421829271904)  2025-10-08T01:18Z [----] followers, 30.9K engagements


"When $AMD CEO Lisa Su says something she's underwhelming you. She NEVER beats the table or her chest. One of the reasons she's so great. I would be extremely skeptical about the fact that the market now assumes this is a bubble. At no point in history has such an assumption preceded a bubble. The media has now glommed onto the lazy extrapolations of the dotcom bubble. Once again the narrative is careening violently off course from reality. https://finance.yahoo.com/news/amd-ceo-lisa-su-says-ai-critics-are-thinking-too-small-after-massive-openai-deal-202818700.html"  
[X Link](https://x.com/TheRealBirnbaum/status/1975941310193262886)  2025-10-08T15:08Z [----] followers, [----] engagements


"When Darnton speaks I listen. I also bought $DUOL this year. Very bullish. This might be the best investment thesis Ive ever written. Some things can be faked - screenshots performance claims hype. But you cant fake a track record of original high-conviction ideas that play out over time. Duolingo isnt just a language app. Its a digital This might be the best investment thesis Ive ever written. Some things can be faked - screenshots performance claims hype. But you cant fake a track record of original high-conviction ideas that play out over time. Duolingo isnt just a language app. Its a"  
[X Link](https://x.com/anyuser/status/1977512465937404364)  2025-10-12T23:11Z [----] followers, [----] engagements


"Maybe the funniest thing Ive seen this week. Because its true. Only pussies spend more than [--] minutes reading income statements Only pussies spend more than [--] minutes reading income statements"  
[X Link](https://x.com/TheRealBirnbaum/status/1978109592144953688)  2025-10-14T14:44Z [----] followers, 23.8K engagements


"There are real people who are bullish on $WW and bearish on $HIMS. They're among us. Their names are Paul"  
[X Link](https://x.com/anyuser/status/1978118012298244452)  2025-10-14T15:17Z [----] followers, [----] engagements


"As @alc2022 says in this video it doesnt appear that really any analyst yet understands why $AMD is outperforming now. Its pumping purely on headlines. $NVDA dogmatists blocked me when I tried to explain. Imagine when they finally understand that $AMD has the best chiplet platform and will dominate inference. Then they will start scaling FPGAs. FINAL Warning to AMD Investors. Understand This NOW. via @YouTube https://youtu.be/iA-t6Qghn_Usi=udJ0rraRY4JKVf01 https://youtu.be/iA-t6Qghn_Usi=udJ0rraRY4JKVf01"  
[X Link](https://x.com/TheRealBirnbaum/status/1978566892219768978)  2025-10-15T21:01Z [----] followers, [----] engagements


"The people calling Dudums tweet response to @alc2022 cringe (ahem @amitisinvesting) are the same people who were bearish or not positive on $HIMS. Having some fun isnt cringe it. Hes been growing his business at 90%. Get a life. Youre just projecting without realizing"  
[X Link](https://x.com/anyuser/status/1978886278654390755)  2025-10-16T18:10Z [----] followers, [----] engagements


"How is this a problem Honestly This has absolutely nothing to do with the company or its fundamentals. Zero. This is dogma the single worst trait in not only investing but potentially life. Here is why I won't invest in $HIMS https://t.co/6xdR14vodu Here is why I won't invest in $HIMS https://t.co/6xdR14vodu"  
[X Link](https://x.com/anyuser/status/1978931857489121474)  2025-10-16T21:11Z [----] followers, [----] engagements


"This is how you dont invest. Im trimming positions today I believe the sell off continues. People are seeing how fragile the market is. One tweet from Trump and it goes into a death spiral. Loading up on some cash as well as taking profit. This may be a terrible move but itll save me a lot of stress Im trimming positions today I believe the sell off continues. People are seeing how fragile the market is. One tweet from Trump and it goes into a death spiral. Loading up on some cash as well as taking profit. This may be a terrible move but itll save me a lot of stress"  
[X Link](https://x.com/anyuser/status/1979180083987239120)  2025-10-17T13:37Z [----] followers, 175.4K engagements


"Could not agree more. $HIMS is now by far the most overly hated and misunderstood company in the world. Whenever I find businesses like that I get rich while the sheep flock toward the unthinking light of sentiment"  
[X Link](https://x.com/TheRealBirnbaum/status/1979181851672469782)  2025-10-17T13:44Z [----] followers, [----] engagements


"This is just my opinion but its shared by pretty much every superinvestor in the world. Whether you sell or buy isnt the issue. Its what motivates you to do either. Your emotions are making you treat stocks like pieces of paper and volatility like its something to fear. In reality theyre pieces of a business and at lower prices they become even more attractive. (I cant speak for crypto or precious metals which is why I dont own much of either.) If you think This business no longer meets my investment criteria. Time to sell. Then you make rational decisions. If you think. I believe the market"  
[X Link](https://x.com/TheRealBirnbaum/status/1979187277038244030)  2025-10-17T14:06Z [----] followers, [----] engagements


"I want everyone whos bearish on $HIMS which is 80% of Xto really absorb this moment. They just launched a new vertical thats projected to hit $1B. And youre talking about eye emojis. These are absolute garbage investors. This shakeout is tremendous for the stock and I see is hitting $100 within a year or two. At the height of todays shiatsu session when I felt like I was levitating my shiatsu master Yoshi asked my what I truly want to achieve in life and visualize it. I promptly responded: to fucking burn the $HIMS shorts Sensei. At the height of todays shiatsu session when I felt like I was"  
[X Link](https://x.com/anyuser/status/1979244789926130076)  2025-10-17T17:55Z [----] followers, 21.2K engagements


"Thank you to the morons who sold $HIMS because of eye emojis. Connected over $12k in premiums. Im immensely thankful for all the glorified traders out there who emotionally cant handle focusing on FCF/share growth. The fundamentals make it clear that $HIMS will compound faster than almost any other company in the market"  
[X Link](https://x.com/anyuser/status/1979289103251251617)  2025-10-17T20:51Z [----] followers, [----] engagements


"Incredibly bullish for $HIMS. The most disruptive and successful businesses are also the most hated early in their life cycle. The horde of mids just fall into the black hole of sentiment. $HIMS is basically $AMZN [--] years ago when they were first really branching out from books. Everyones chasing GLP (books) numbers calling them unethical (Amazon taking out publishers) and completely missing the point (e-commerce AWS advertising). $HIMS is becoming as controversial as $PLTR and $TSLA. $HIMS is becoming as controversial as $PLTR and $TSLA"  
[X Link](https://x.com/anyuser/status/1979397574214746611)  2025-10-18T04:02Z [----] followers, 19.1K engagements


"This is very well said. Ill also add that the chances that Dudum was trying to pump his shares before a planned sale are [--]. This issue has been passed around and amplified by people who have [--] understanding of him or his company. As someone whos closing in on billionaire statusand whose shares are intrinsically worth far more than a billionhe doesnt give a fuck about a few extra points before a planned sale. Its incredible that people cant see this but of course theyre making assumptions based on no knowledge and parroting whatever post pops at the top of their feed. $HIMS getting backlash"  
[X Link](https://x.com/TheRealBirnbaum/status/1979550367193927905)  2025-10-18T14:09Z [----] followers, [----] engagements


"Its horrifying that [----] people liked this. Dogma will kill you. It is the single worst trait in life. You close your mind and refuse to adjust it to reality. These relentless warnings against owning a home are based on assumptions that he has absolutely no clue will materialize. Every technology thus far has spurred a growth in jobs. Then you need to predict the downstream effects. Then you need to think about location. The list goes on. If you think some rando on X can predict this you are looking for something in the wrong place. Go find religion. DO NOT BUY A HOME. I repeat DO NOT BUY A"  
[X Link](https://x.com/TheRealBirnbaum/status/1979554153421537790)  2025-10-18T14:24Z [----] followers, 96.1K engagements


"Its literally impossible to say its a fact. Your skewed and likely personal math makes it clear that you made poor decisions and are projecting. I own multiple properties and am doing very well. This isnt to say others should but being dogmatic and saying they shouldnt based on emotional assumptions is irresponsible to say the least. There are too many ways to refute your post. Ill just choose a few: [--]. First time buyers put 3% down. Dont act like you start with 20%. [--]. Once you buy that first home you start building equity move up the income ladder and can afford the next. [--]. Outlays on the"  
[X Link](https://x.com/anyuser/status/1979565460841714102)  2025-10-18T15:09Z [----] followers, [----] engagements


"Imagine being bearish on a company thats growing 70% YoY deeply profitable and solving the most broken industry in the most powerful country on Earth. Then look at $HIMS. And you stop wondering why so many people lose in the market. Its $AMZN all over again"  
[X Link](https://x.com/anyuser/status/1980006185982894123)  2025-10-19T20:20Z [----] followers, [----] engagements


"Ive said it before and Ill say it again: The worst trait you can retain as an investor or a person generally is dogma. Example: I was bearish on $GOOGL as late as last year. I felt that ChatGPT posed a serious threat to their core search business. While I dont discount this possibility I remained open to the possibility that I was wrong. I ignored the anecdotes pouring out of CNBC Barrons and right here on X about how no one was using Google anymore or how the searches had all become fake. As I always do I leveraged this wide disconnect between sentiment and reality to invest in Google at the"  
[X Link](https://x.com/anyuser/status/1980042720459559053)  2025-10-19T22:45Z [----] followers, [----] engagements


"Its topping SELL SELL SELL 🤡 @pepemoonboy @TheRealBirnbaum https://t.co/B9vGq1nokm @pepemoonboy @TheRealBirnbaum https://t.co/B9vGq1nokm"  
[X Link](https://x.com/TheRealBirnbaum/status/1981085137430286419)  2025-10-22T19:47Z [----] followers, 16K engagements


"Correct. Whats ironic is that @alc2022 outperforms every single professional that criticizes him. Comments like this just motivate me more to keep outperforming Wall Street. https://t.co/plBH5XoKkL Comments like this just motivate me more to keep outperforming Wall Street. https://t.co/plBH5XoKkL"  
[X Link](https://x.com/anyuser/status/1981489909052346474)  2025-10-23T22:36Z [----] followers, 29.1K engagements


"Tom Lees prediction that the American population will become a giant asset manager is slowly becoming true"  
[X Link](https://x.com/anyuser/status/1981771489008660977)  2025-10-24T17:15Z [----] followers, 10.8K engagements


"$HIMS also bears similarities to $PYPL. The press and bears hated PYPL because they served vice customersthe gambling and porn industries. HIMS bears pejoratively call them a dick pill company. Just like they called $AMZN a book seller $PLTR a consulting company $AMD a wannabe $NVDA. Look how thats worked out for them"  
[X Link](https://x.com/anyuser/status/1981828842307432787)  2025-10-24T21:03Z [----] followers, [----] engagements


"Both $DUOL and $HIMS are going to make people who buy businesses instead of pieces of paper and sentiment rich"  
[X Link](https://x.com/anyuser/status/1983541048464097778)  2025-10-29T14:26Z [----] followers, [----] engagements


"UTTERLY HUGE. $JPM takes an 8.1% stake in $HIMS. The bears should be extremely nervous at this point. They should have been before if they were being intellectually honest. But thats what happens when you marry yourself to a thesis based on bad logic"  
[X Link](https://x.com/anyuser/status/1984292547976630779)  2025-10-31T16:13Z [----] followers, [----] engagements


"$HIMS should have been up 50% today. It speaks to the wholly biased nature of the market that it just had a normal day following an up market. $JPM just bought 8.1% of their company. The level of confidence in their business this represents cannot be expressed in words"  
[X Link](https://x.com/anyuser/status/1984383437223133235)  2025-10-31T22:14Z [----] followers, [----] engagements


"Unfortunately a @himshouse pod guest (cant remember which) whos an analyst of healthcare stocks claimed that $HIMS could never miss earnings to be successful. This is exactly the kind of thinking that leads to the inability of 99% of equity investors and (mostly) traders to hold shares beyond a few months or even weeks. Its extremely rare for anyone to build wealth by flipping stocks. It requires luck on par with guessing the location of a lightning strike. Building wealth requires holding stocks of world-class compounders and doing nothing. If you cant manage your emotions after an earnings"  
[X Link](https://x.com/anyuser/status/1984679040046022909)  2025-11-01T17:48Z [----] followers, [----] engagements


"$HIMS $PLTR headline numbers look great. Looking forward to looking under the hood"  
[X Link](https://x.com/TheRealBirnbaum/status/1985464064026243324)  2025-11-03T21:48Z [----] followers, [----] engagements


"You know youve made it when all the jealous haters come out in droves. Its also hilarious how badly they misrepresent what @alc2022 has accomplished. Because they dont have a tenth the talent he does they cant stop thinking about him. Here are facts:: [--]. Antonio has written about $IREN since long before this run. Hes made it clear hes been bullish the whole time. @DeepValueBagger is apparently illiterate or hed have known this. [--]. Antonio has also made it clear that he isnt interested in $IREN until they shift fully from $BTC mining. [--]. Meanwhile Antonio has owned $PLTR $SPOT $AMD $TSLA $DUOL"  
[X Link](https://x.com/TheRealBirnbaum/status/1985714423806230698)  2025-11-04T14:23Z [----] followers, 13.8K engagements


"The market didnt learn from its $GOOGL experience. Were now going through the same thing with $DUOL. It will keep destroying the numbers and eventually everyone will have to acknowledge that their theory about people using LLMs to talk to each other doesnt replace education and learning games. Just as ChatGPT didnt replace search. Monster quarter lower prices are a gift"  
[X Link](https://x.com/anyuser/status/1986186026159690113)  2025-11-05T21:37Z [----] followers, 24.7K engagements


"$DUOL just became by far the best opportunity in the market. The market is highly intelligent on a macro scale. It however can become very dislocated at acute points whether in time or with specific industries and companies. The market has bought into a narrative with $DUOL that has shown absolutely zero basis in fact. Every metric continues to scream exponentially higher. This was perhaps the best quarter yet. It likely didnt matter what they reportedthe tsunami of narrative has flooded the plains of data. Tomorrow I will be purchasing more shares through further CSPs and outright. Im buying"  
[X Link](https://x.com/anyuser/status/1986208449839992896)  2025-11-05T23:06Z [----] followers, 14K engagements


"If you looked at cash flowwhich is all that mattersyoud realize its more than twice net income. Its also painful to see people yet again buy a sheep-like narrative that AI is threatening $DUOL. There has been zero evidence. We saw this movie with $GOOGL. AI is quite obviously helping $DUOL. Doing a modicum of work with critical thinking can reveal these things. Then all you have to do is not worry about earnings reactions and narratives. $DUOL beat everything why is it down Well have you heard something like valuation Regardless of how great the results are you cant trade at 40x [----] earnings"  
[X Link](https://x.com/anyuser/status/1986211788547833899)  2025-11-05T23:19Z [----] followers, [----] engagements


"@moninvestor I have zero concerns. The only people who have concerns are probably on this app. Earnings were fantastic. The price action means nothing"  
[X Link](https://x.com/TheRealBirnbaum/status/1986338488460234866)  2025-11-06T07:42Z [----] followers, [----] engagements


"$DUOL provided a perfect example of the lack of competition for long term investors which is where the real money is made. Why would I be bothered by the price action Im holding for ten years not ten days. What Mr. Market decides to quote me tomorrow means nothing to me. I only care about the companys performance which remains strong"  
[X Link](https://x.com/anyuser/status/1986347355524694394)  2025-11-06T08:18Z [----] followers, [----] engagements


"@pepemoonboy Earnings reactions are meaningless"  
[X Link](https://x.com/TheRealBirnbaum/status/1986461304840745214)  2025-11-06T15:50Z [----] followers, [----] engagements


"Its painful how again and again and again you all never learn. How many times do we have to go through this This $DUOL quarter was another monsteryet people are claiming victory because pRiCe Go DowN. 99% of you lose money and underperform because price = value. You just cant help yourselves. $AMD at $80 was Advanced Money Destroyer $PLTR at $7 was a consulting business $SPOT at $80 had no path to profitability and was going to be disrupted by $AMZN and $AAPL $IREN at $5 was just a $BTC miner with no moat $LMND at $25 was an unprofitable insuretech with no moat $HOOD at $7 was a glorified"  
[X Link](https://x.com/anyuser/status/1986514089116639709)  2025-11-06T19:20Z [----] followers, 23.5K engagements


"@alc2022 Hilarious how much these haters cherry pick and move the goalposts. Just proving theyre incapable of being honest with themselves. Guaranteed to lose money with that attitude"  
[X Link](https://x.com/TheRealBirnbaum/status/1986539153182396569)  2025-11-06T21:00Z [----] followers, [----] engagements


"This earnings season has made it clear that the market is as or more short sighted than ever. The companies that have had the worst earnings reactions are those investing in maximizing long term value. $DUOL and $HIMS are the most prominent but far from the only examples. Their underlying metrics are so obviously exponentially improving a third grader could figure it out. Investing is easier than ever by a country mile. You just need to use common sense and ignore emotional reactions. Ive proven this over and over and over throughout my investing career. Worse than never learning the market"  
[X Link](https://x.com/anyuser/status/1986553279678222621)  2025-11-06T21:56Z [----] followers, [----] engagements


"Every single hyperscaler in history took on massive amounts of capital to fund their growth that was far greater than their revenue. And now everyone is acting like were in a bubble because OpenAI is doing the same thing. The markets myopia and folly never ceases to amaze me"  
[X Link](https://x.com/anyuser/status/1986853149009694790)  2025-11-07T17:47Z [----] followers, [----] engagements


"$DUOL CEO told everyone on the earnings call that he has zero concerns about LLMs. But good luck betting on your completely uninformed opinion"  
[X Link](https://x.com/anyuser/status/1987282344382792097)  2025-11-08T22:13Z [----] followers, 11K engagements


"I dont post about $HOOD much because theres no controversy anymore. Theyre completely dominating"  
[X Link](https://x.com/anyuser/status/1987950198077706582)  2025-11-10T18:27Z [----] followers, [----] engagements


"Narratives will kill you if you buy them at face value. $DUOL Get ready for the biggest swing trade of the decade https://t.co/DlbgR0qNMu Get ready for the biggest swing trade of the decade https://t.co/DlbgR0qNMu"  
[X Link](https://x.com/anyuser/status/1988026331427229750)  2025-11-10T23:29Z [----] followers, [----] engagements


"You know what you should do during red days Same thing as green days: nothing"  
[X Link](https://x.com/TheRealBirnbaum/status/1988342827223576653)  2025-11-11T20:27Z [----] followers, 10.5K engagements


"$HIMS has again become criminally cheap. Should be $100"  
[X Link](https://x.com/anyuser/status/1988645637936808406)  2025-11-12T16:30Z [----] followers, 25.9K engagements


"Heres a strategy that always works: Whenever great businesses are in a CapEx cycle buy heavily. The marketfull of myopic clowns as it ishates when great businesses maximize long term value. $HIMS $DUOL"  
[X Link](https://x.com/anyuser/status/1988991040833863816)  2025-11-13T15:23Z [----] followers, [----] engagements


"This is how you invest. Price is not value. Think about what your companies will be worth in 5-10 years and youll realize none of this day to day or week to week fluctuations means anything. Yikes. These are the kinds of times where investors are tested. If youre panicking slow down and ask yourself these [--] questions: [--]. Do I truly understand the business Im invested in [--]. Has anything fundamentally changed with the companys long term outlook or is this just https://t.co/DVtipQYp4C Yikes. These are the kinds of times where investors are tested. If youre panicking slow down and ask yourself"  
[X Link](https://x.com/TheRealBirnbaum/status/1989339553073914321)  2025-11-14T14:28Z [----] followers, 10.8K engagements


"Insanely undervalued stocks: $HIMS $DUOL $NBIS $META $CUBI Moderately undervalued: $AMZN $GOOGL $BN"  
[X Link](https://x.com/anyuser/status/1990795693347447224)  2025-11-18T14:54Z [----] followers, [----] engagements

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