#  @TheStockerMan Stocker-Man Stocker-Man posts on X about $oscr, $hims, growth, $zeta the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1814610504632893440/interactions)  - [--] Week [-------] +1,912% - [--] Month [-------] +373% - [--] Months [-------] +680% - [--] Year [-------] -14% ### Mentions: [--] [#](/creator/twitter::1814610504632893440/posts_active)  - [--] Week [--] +150% - [--] Month [---] +112% - [--] Months [---] +291% - [--] Year [---] +68% ### Followers: [---] [#](/creator/twitter::1814610504632893440/followers)  - [--] Week [---] +19% - [--] Month [---] +24% - [--] Months [---] +98% - [--] Year [---] +308% ### CreatorRank: [-------] [#](/creator/twitter::1814610504632893440/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #3854 [finance](/list/finance) 36.02% [cryptocurrencies](/list/cryptocurrencies) 20.5% [technology brands](/list/technology-brands) 13.66% [automotive brands](/list/automotive-brands) 4.97% [financial services](/list/financial-services) 1.24% [celebrities](/list/celebrities) 1.24% [fashion brands](/list/fashion-brands) 1.24% [countries](/list/countries) 1.24% **Social topic influence** [$oscr](/topic/$oscr) #21, [$hims](/topic/$hims) #33, [growth](/topic/growth) #361, [$zeta](/topic/$zeta) #45, [$sofi](/topic/$sofi) #56, [in the](/topic/in-the) 10.56%, [$nbis](/topic/$nbis) #104, [longterm](/topic/longterm) #67, [market](/topic/market) 9.32%, [strong](/topic/strong) 8.7% **Top accounts mentioned or mentioned by** [@investingmn](/creator/undefined) [@themomentumplay](/creator/undefined) [@theeteddyted](/creator/undefined) [@rbiancous](/creator/undefined) [@ashton1nvests](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@uboat159](/creator/undefined) [@grok](/creator/undefined) [@stevetuchner](/creator/undefined) [@fiststockstar](/creator/undefined) [@cameronboswell8](/creator/undefined) [@tuftingpotion](/creator/undefined) [@juliansorel70](/creator/undefined) [@simonki97967462](/creator/undefined) [@spadan25](/creator/undefined) [@hwangjunhoe](/creator/undefined) [@zerfindme](/creator/undefined) [@investingwithac](/creator/undefined) [@theronnievshow](/creator/undefined) [@egemenrfantosu1](/creator/undefined) **Top assets mentioned** [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [ZetaChain (ZETA)](/topic/$zeta) [RAI Finance (SOFI)](/topic/$sofi) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [UnitedHealth Group (UNH)](/topic/$unh) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [fuboTV Inc. (FUBO)](/topic/$fubo) [UiPath, Inc. (PATH)](/topic/$path) [Novo-Nordisk (NVO)](/topic/$nvo) [Duolingo, Inc. (DUOL)](/topic/$duol) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Lululemon Athletica Inc (LULU)](/topic/$lulu) ### Top Social Posts Top posts by engagements in the last [--] hours "$DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+ daily active users One thing I really like about $DUOL is the lack of real competition. There isnt a single player even close to its scale not 2x not 5x not even 10x smaller and that user gap continues to widen. What makes this interesting is valuation versus progress. The stock is now trading below its [----] IPO price yet the company has completely transformed since then: Revenue grew from $251M to" [X Link](https://x.com/TheStockerMan/status/2021390613644513584) 2026-02-11T01:07Z [---] followers, 56.4K engagements "@stevetuchner With the amount they reinvest capex R&D credits theyre not writing huge tax checks anytime soon" [X Link](https://x.com/TheStockerMan/status/2021985297874268261) 2026-02-12T16:30Z [---] followers, [---] engagements "$LMND down 30% this month looks very interesting here to buy more shares. Especially when just weeks ago they said that once $TSLA FSD is fully active insurance prices could drop up to 50%. Thats not bearish for $LMND. It proves the whole thesis: insurance is data + risk modeling. $LMND can lower premiums because their cost structure scales with software. More customers does not mean more employees. Incumbents on the other hand cant just cut prices without crushing margins. Their models are still very human-heavy. If autonomy reduces accidents: Loss ratios improve Claims drop Pricing becomes" [X Link](https://x.com/TheStockerMan/status/2021992840419594288) 2026-02-12T17:00Z [---] followers, [----] engagements "FYI: $OSCR has been consolidating in an extended cup-and-handle since [----]. This is a long base and those tend to lead to the strongest breakouts. The setup looks primed to go. Whats happening today: Oscar Health is up +7% Today marks the final day for ACA enrollment in most states That matters because enrollment strength + subsidy clarity directly impacts: Revenue visibility Risk pool quality Margin outlook Policy backdrop (the real catalyst): The latest update on ACA subsidies was a proposed 3-year extension that passed the House but still needs to clear the Senate before reaching President" [X Link](https://x.com/TheStockerMan/status/2011850101401047346) 2026-01-15T17:16Z [---] followers, [---] engagements "BlackRock just bought 20M+ shares of $PATH increasing their position +57.39% to 39M+ shares. That puts $BLK at 8.6% ownership of $PATH getting very close to the 10% ownership limit. Now look at the fundamentals 👇 📊 Revenue grew from $892M (2022) to $1.55B (2025) 📈 +74% total revenue growth 📈 16% revenue CAGR 📉 Operating losses have collapsed from -$500M+ to near breakeven / positive So while: Revenue keeps making higher highs Operating leverage is clearly kicking in the stock is still trading BELOW where it was before last quarters solid earnings report. Institutions are positioning" [X Link](https://x.com/TheStockerMan/status/2014784623008461056) 2026-01-23T19:37Z [---] followers, [----] engagements "@RBiancoUS Yeah for sure 🤝 $ZETA AI angle + the execution has been super clean. $PLMR looks interesting too those earnings numbers are solid. Gonna check it out" [X Link](https://x.com/TheStockerMan/status/2015534562437194160) 2026-01-25T21:17Z [---] followers, [---] engagements "The whole market tanked today but my only green position was $HIMS +4% 🟢 This is literally the perfect setup for a big comeback. Sentiment at absolute bottom Short interest higher than ever Volume drying up the lower it goes Fundamentals still improving This is a prime example of how price action shapes the narrative. While everyones focused on the chart $HIMS just dropped their new Super Bowl ad: Rich People Live Longer. Looks like theyre pivoting away from being hyper-focused on GLP-1s toward a broader preventative healthcare message. Honestly Thats exactly what I wanted to see. Love it." [X Link](https://x.com/TheStockerMan/status/2016988623686578461) 2026-01-29T21:35Z [---] followers, [---] engagements "$SOFI Q4 [----] EARNINGS 🔥 $1.03B Revenue beat vs $982M est $0.13 EPS beat vs $0.12 est Adj. EBITDA $318M +60% YoY 13.7M Members +35% YoY $10.5B Total Originations +46% YoY $7.5B Personal Loan Originations +43% YoY This was a milestone quarter for SoFi Technologies: First time crossing $1B in quarterly revenue First time adding over 1M members in a single quarter Another great earnings print growth across revenue profitability and members all firing at once. l https://twitter.com/i/web/status/2017223136412909579 https://twitter.com/i/web/status/2017223136412909579" [X Link](https://x.com/TheStockerMan/status/2017223136412909579) 2026-01-30T13:07Z [---] followers, [---] engagements "$SOFI CEO Anthony Noto on NEW PRODUCTS (Earnings Call) Anthony Noto laid out a massive roadmap for SoFi Technologies heading into [----] and beyond: Expansion into crypto-backed lending giving members lower borrowing rates Launch of institutional crypto trading positioning SoFi as the first nationally licensed bank to offer it Stablecoin-based payments settlement and correspondent services Crypto card issuing and digital asset custody + infrastructure Real-time fiat digital asset conversion through SoFis exchange network 24/7 transaction settlement via a virtual ledger Guidance backs it up 👇" [X Link](https://x.com/TheStockerMan/status/2017232101842530559) 2026-01-30T13:43Z [---] followers, [---] engagements "$SOFI is quietly setting up a massive opportunity here. Just delivered a clean double beat: $1.03B revenue vs $982M est $0.13 EPS vs $0.12 est Fundamentals are accelerating yet the stock is selling off and drifting back into a major demand area right near the 200-DMA. That disconnect is exactly where the best risk/reward setups usually form. Weve seen this movie before with Robinhood Markets strong execution weak price action sentiment breaks then the trend flips and momentum takes over. When growth profitability and member expansion are all moving higher downside gets limited and upside" [X Link](https://x.com/TheStockerMan/status/2017335068763591141) 2026-01-30T20:32Z [---] followers, [---] engagements "$PLTR is giving you a preview of what $PATH can become. Software isnt dead non-AI software is. The future belongs to platforms that use AI to optimize how work actually gets done. Even Zuck has confirmed theyre now seeing real value from AI agents. And thats the key shift: 👉 Agents are starting to work. 👉 That unlocks entirely new products. 👉 And fundamentally changes how businesses operate. Hard not to be bullish. What $PATH is building with Maestro matters $PATH Maestro orchestrates swarms of AI agents to automate entire end-to-end business processes not just tasks. Think: Multiple" [X Link](https://x.com/TheStockerMan/status/2018769224370401638) 2026-02-03T19:31Z [---] followers, [----] engagements "People really selling $HIMS under 25$" [X Link](https://x.com/TheStockerMan/status/2018792891230085439) 2026-02-03T21:05Z [---] followers, [----] engagements "$PLTR -14% after an incredible quarter $AMD -16% after strong earnings $LMND -11% $NBIS -10% Zoom out. In [--] months no one will even remember this pullback. This is just noise inside a longer-term uptrend. If moves like this are stressing you out the issue isnt the market its the lack of conviction. Spend time learning investing fundamentals not chasing trades. Because if a routine drawdown shakes you a real market crash will wipe you out. https://twitter.com/i/web/status/2019118505925169604 https://twitter.com/i/web/status/2019118505925169604" [X Link](https://x.com/TheStockerMan/status/2019118505925169604) 2026-02-04T18:38Z [---] followers, [---] engagements "$HIMS just launched a Wegovy pill alternative at $49/month. Undercuts Novos branded pricing by $100/month Price steps up to $99 after the intro offer Cash-pay GLP-1 market is officially under real pricing pressure Andrew Dudum said: More choice on the platform is the best thing for customers everywhere. This is exactly the playbook: Own distribution control pricing expand access take share. $HIMS under $30 is an absolute gift. https://twitter.com/i/web/status/2019414968253272188 https://twitter.com/i/web/status/2019414968253272188" [X Link](https://x.com/TheStockerMan/status/2019414968253272188) 2026-02-05T14:17Z [---] followers, [---] engagements "$HIMS I might consider going all in here" [X Link](https://x.com/TheStockerMan/status/2019567873958826310) 2026-02-06T00:24Z [---] followers, [---] engagements "Ive managed to increase my $HIMS position by 50% this pullback Ive also heavily added to my $NBIS $SOFI & $ZETA positions. [--] months from now no one will remember this pullback" [X Link](https://x.com/TheStockerMan/status/2019611722814738788) 2026-02-06T03:18Z [---] followers, [----] engagements "@FistStockStar $HIMS is at an all time low sentiment. Bad news in a bear market will have a massive sell off effect" [X Link](https://x.com/TheStockerMan/status/2019612577387458788) 2026-02-06T03:22Z [---] followers, [---] engagements "FDA signals crackdown on non-approved compounded GLP-1s explicitly naming $HIMS. $HIMS is now under $20. Please dont confuse short-term regulatory noise with long-term platform value. Earnings in [--] weeks Super Bowl commercial this weekend Im not selling a single share. See you in [--] years. https://twitter.com/i/web/status/2019918236607754654 https://twitter.com/i/web/status/2019918236607754654" [X Link](https://x.com/TheStockerMan/status/2019918236607754654) 2026-02-06T23:36Z [---] followers, [----] engagements "FYI after [--] straight double beats and guidance raises + partnership with OpenAI $ZETA is down 30% from 52-week high" [X Link](https://x.com/TheStockerMan/status/2019919975822069830) 2026-02-06T23:43Z [---] followers, [---] engagements "@CameronBoswell8 @mikealfred Penny stock status 😭😭🙏🏻🙏🏻 Cmon brother" [X Link](https://x.com/TheStockerMan/status/2019920531815039244) 2026-02-06T23:45Z [---] followers, [---] engagements "$OSCR has been oddly quiet on X the last few weeks. The stock is just sitting at $12. $OSCR today: $1.5B cash $700M in free cash flow $2.9B market cap Read that again. Medical cost ratios are stabilizing. Cash keeps piling up. Execution keeps improving" [X Link](https://x.com/TheStockerMan/status/2019923200646193656) 2026-02-06T23:56Z [---] followers, [----] engagements "@RBiancoUS $ZETA to the moon" [X Link](https://x.com/TheStockerMan/status/2019929399731053040) 2026-02-07T00:21Z [---] followers, [---] engagements "@NetWorthNotes $ZETA $SOFI $NBIS and lots and lots of $HIMS" [X Link](https://x.com/TheStockerMan/status/2019930158203855224) 2026-02-07T00:24Z [---] followers, [---] engagements "@investingMN $OSCR membership is up 12000%+ since inception (2012) now serving 2M+ members real traction" [X Link](https://x.com/TheStockerMan/status/2019935093205389640) 2026-02-07T00:43Z [---] followers, [---] engagements "@investingMN $OSCR doesnt need ACA to survive. ACA makes [----] profitability easier not possible" [X Link](https://x.com/TheStockerMan/status/2019938955228053728) 2026-02-07T00:59Z [---] followers, [---] engagements "@TuftingPotion Like" [X Link](https://x.com/TheStockerMan/status/2020160718511767968) 2026-02-07T15:40Z [---] followers, [--] engagements "The healthcare sector is extremely underpriced right now $HIMS -64% from ATH $OSCR -60% from ATH $NVO -65% from ATH $UNH -55% from ATH Absolutely insane" [X Link](https://x.com/TheStockerMan/status/2020209851708907762) 2026-02-07T18:55Z [---] followers, [----] engagements "$HIMS The problem is the stock is now being priced entirely around weight loss and earnings will be judged the same way. I dont like that. The real vision was always clear to me: $HIMS should become the $NFLX of healthcare. In-house labs they manufacture their own products Higher margins Better unit economics Faster iteration Full control of the stack https://twitter.com/i/web/status/2020210464723005711 https://twitter.com/i/web/status/2020210464723005711" [X Link](https://x.com/TheStockerMan/status/2020210464723005711) 2026-02-07T18:58Z [---] followers, [----] engagements "Anything under 30$ is a great buy for $SOFI. I trust Anthony Noto. Hes been consistent for years: Build a profitable vertically integrated financial platform" [X Link](https://x.com/TheStockerMan/status/2020211845068656824) 2026-02-07T19:03Z [---] followers, [---] engagements "$HIMS is still my 4th largest position despite going from 65$ to sub 20$ My longterm thesis has not changed" [X Link](https://x.com/TheStockerMan/status/2020214457075474702) 2026-02-07T19:13Z [---] followers, [----] engagements "$OSCR ACA enhanced subsidy extension talks are basically dead. Subsidies have been expired since the end of [----] politics once again putting coverage for millions at risk. Frustrating but it is what it is. Although $OSCR already planned for this. Guidance was built assuming no extension and despite that theyre still set up for margin expansion in [----]. 12$ is really really cheap here https://twitter.com/i/web/status/2020251614393536853 https://twitter.com/i/web/status/2020251614393536853" [X Link](https://x.com/TheStockerMan/status/2020251614393536853) 2026-02-07T21:41Z [---] followers, [----] engagements "Id also like to mention that $OSCR isnt built around ACA subsidies the way people assume. Management already modeled no subsidy extension into guidance. Theyve tightened risk selection and pricing so unprofitable members arent chased just for growth. Their tech + care model lowers medical costs reducing reliance on subsidies. They exited bad markets and focus where unit economics work with or without ACA help. Subsidies help at the margin but for $OSCR theyre not existential. Thats the disconnect the market is missing. $OSCR ACA enhanced subsidy extension talks are basically dead. Subsidies" [X Link](https://x.com/TheStockerMan/status/2020252087347789931) 2026-02-07T21:43Z [---] followers, [----] engagements "@JulianSorel70 Alright bro 😭 These $HIMS bears are nuts lol" [X Link](https://x.com/TheStockerMan/status/2020264570380775724) 2026-02-07T22:33Z [---] followers, [---] engagements "@SimonKi97967462 No it just means that ive been heavily buying this $HIMS dip" [X Link](https://x.com/TheStockerMan/status/2020270587474538530) 2026-02-07T22:56Z [---] followers, [--] engagements "@themomentumplay Which biotech companies you like" [X Link](https://x.com/TheStockerMan/status/2020457224326316334) 2026-02-08T11:18Z [---] followers, [--] engagements "$OSCR Multi-year cup & handle forming while fundamentals keep improving. $1.5B cash $700M FCF $2.9B market cap. Markets still asleep" [X Link](https://x.com/TheStockerMan/status/2020468948777501060) 2026-02-08T12:05Z [---] followers, [----] engagements "@Ashton_1nvests Are you looking into $HIMS sub 20$ Ive been following your page for some time. Im also in $SOFI" [X Link](https://x.com/TheStockerMan/status/2020525299025199361) 2026-02-08T15:49Z [---] followers, [---] engagements "Anyone adding $PATH under $13 Strong earnings last quarter ran to $20 now back under $13. Mmm 🤔" [X Link](https://x.com/TheStockerMan/status/2020536601474912531) 2026-02-08T16:34Z [---] followers, [----] engagements "To my fellow $HIMS holders let me know how the commercial looks live 👀" [X Link](https://x.com/TheStockerMan/status/2020637223696150558) 2026-02-08T23:13Z [---] followers, 14.6K engagements "@spadan25 Go hawks and go $HIMS" [X Link](https://x.com/TheStockerMan/status/2020648258943799469) 2026-02-08T23:57Z [---] followers, [---] engagements "Alright lets break down $HIMS wild day 👀 Opens down 25% and the headline that spooked everyone: $NVO is asking the court to permanently prohibit $HIMS from selling unapproved compounded medications that allegedly infringe its patents. Heres my take Ive said this before and Ill say it again: I hate how $HIMS is still being viewed as a GLP-1-only story. Ironically if this worst-case scenario actually played out I think it would unlock the real value of the business not destroy it. It would force the market to finally re-rate $HIMS as what it actually is a broad vertically integrated digital" [X Link](https://x.com/TheStockerMan/status/2020942695871676748) 2026-02-09T19:27Z [---] followers, [----] engagements "I bought more $HIMS $ZETA and $NBIS this morning. All [--] at a ridiculous price rn" [X Link](https://x.com/TheStockerMan/status/2021234770466820506) 2026-02-10T14:48Z [---] followers, [----] engagements "Will $HIMS finally close green today Down 46% this month. Sentiment at rock bottom. Novo lawsuit noise everywhere. $HIMS bears we going to $10 ✌🏻😭" [X Link](https://x.com/TheStockerMan/status/2021667303231021131) 2026-02-11T19:27Z [---] followers, [---] engagements "@themomentumplay Do you like $ABCL" [X Link](https://x.com/TheStockerMan/status/2020435713335218423) 2026-02-08T09:53Z [---] followers, [---] engagements "$NBIS now up 26% from its lows last week I think $NBIS under 100$ remains a strong buy. Earnings in [--] days" [X Link](https://x.com/TheStockerMan/status/2020940663135863098) 2026-02-09T19:19Z [---] followers, [---] engagements "$OSCR The low end of managements operating income target this year implies just 1% operating margin. For context Mark Bertolini has said that 2.5% net margins can support 0.5x sales in the insurance industry. If $OSCR gets to 2.5% net margin in [----] the stock nearly triples even assuming muted top-line growth. Meanwhile Members up 70% YoY to 3.4M Shares +10% And then they drop this absolute bomb 👇 FULL-YEAR [----] GUIDANCE Revenue: $18.7$19.0B (vs $12.8B Street) MLR: 82.4%83.4% SG&A: 15.8%16.3% Operating Income: $250M$450M Wow Incredible guidance." [X Link](https://x.com/TheStockerMan/status/2021231083518296264) 2026-02-10T14:33Z [---] followers, [----] engagements "$OSCR This is not a 14$ stock" [X Link](https://x.com/TheStockerMan/status/2021231569113849998) 2026-02-10T14:35Z [---] followers, [----] engagements "Every piece of bad news is already priced into $HIMS. Down 73% from ATH. Earnings in [--] weeks" [X Link](https://x.com/TheStockerMan/status/2021330431707103308) 2026-02-10T21:08Z [---] followers, [----] engagements "@jim_murtagh8 After a monster guidance you can still buy it at 13$. Crazy" [X Link](https://x.com/TheStockerMan/status/2021335990556852545) 2026-02-10T21:30Z [---] followers, [--] engagements "@HwangJunhoe I agree Wait until earnings. Although $HIMS is offering an extreme opportunity after this sell off" [X Link](https://x.com/TheStockerMan/status/2021748077716287569) 2026-02-12T00:47Z [---] followers, [---] engagements "@longinvest32 Matt how you feel about $HIMS earnings coming up" [X Link](https://x.com/TheStockerMan/status/2021748291340312670) 2026-02-12T00:48Z [---] followers, [---] engagements "@Leo_Traydes I read this as [--] shares Not 5K shares 😭😭🙏🏻🙏🏻" [X Link](https://x.com/TheStockerMan/status/2021749267866485014) 2026-02-12T00:52Z [---] followers, [---] engagements "@WheelieInvestor When will you stop trolling $HIMS 😭🙏🏻" [X Link](https://x.com/TheStockerMan/status/2021752839228317703) 2026-02-12T01:06Z [---] followers, [---] engagements "@Ashton_1nvests @jakebrowatzke $HIMS down 75% from ATH yet fundamentals are improving" [X Link](https://x.com/TheStockerMan/status/2021782290213241022) 2026-02-12T03:03Z [---] followers, [---] engagements "@Zerfindme Whats different" [X Link](https://x.com/TheStockerMan/status/2021796690609443304) 2026-02-12T04:01Z [---] followers, [--] engagements "Here are my end-of-2026 price targets for a few stocks I own (pinning this): $HIMS $90 With 2.5M+ subs today international expansion starting in [----] personalized therapeutics growing fast and margins continuing to climb. $SOFI $50 Continues to expand its product stack grow deposits lower COF and push toward 2030% EBITDA margins long term. $OSCR $45 Profitability in [----] ACA subsidy stability massive revenue base and the CEO openly targeting a $45$55 valuation. A 1x sales multiple on [----] numbers gets you there easily. $ZETA $35 Zeta keeps raising guidance Marigold adds fuel Athena becomes" [X Link](https://x.com/TheStockerMan/status/1994453250288865746) 2025-11-28T17:08Z [---] followers, [----] engagements "$OSCR members: 2024: 1.68M 2025: 2.12M 2026: 3.4M Thats 102% growth in just two years. From [----] [----] alone: +60% YoY. $OSCR is growing at a record pace and just raised [----] revenue guidance by $5$6B. Management is openly talking about profitability and margin expansion. Yet the stock is below $14. People loved it at $18. Now its $14 with monster [----] guidance on the table. https://twitter.com/i/web/status/2021320305361219989 https://twitter.com/i/web/status/2021320305361219989" [X Link](https://x.com/TheStockerMan/status/2021320305361219989) 2026-02-10T20:28Z [---] followers, [----] engagements "@investingwithac Ive been holding $OSCR for a year now Not selling a single share till my 45$ price target is met And its coming soon" [X Link](https://x.com/TheStockerMan/status/2021329510126215376) 2026-02-10T21:04Z [---] followers, [---] engagements "I think $SOFI offers way more upside than $HOOD from here $SOFI feels undervalued relative to where fundamentals are heading" [X Link](https://x.com/TheStockerMan/status/2021391684299604321) 2026-02-11T01:11Z [---] followers, 11.3K engagements "@jakebrowatzke Ive been following you for quite some time LONG $HIMS $PATH 🔥🤝" [X Link](https://x.com/TheStockerMan/status/2021429585624301604) 2026-02-11T03:42Z [---] followers, [----] engagements "@uboat159 I love $ZETA. Also really like $AMZN at this price" [X Link](https://x.com/TheStockerMan/status/2021574645577572697) 2026-02-11T13:18Z [---] followers, [---] engagements "$DUOL Now down another 7% today I might be starting a small position here at this price. Oversold imo. $DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+ daily active users One thing I really like about $DUOL is the lack of real https://t.co/jyK4OzCbhW $DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+" [X Link](https://x.com/TheStockerMan/status/2021606958936080454) 2026-02-11T15:27Z [---] followers, [----] engagements "$PATH down 10% today now under $12. Last quarter they reported solid earnings with continued operating margin improvement. The business is clearly moving toward sustained profitability. Operating losses have narrowed dramatically since [----] and margins have steadily expanded quarter after quarter. Thats what an inflection looks like. Stock is down 30% this month but fundamentals are trending the opposite direction. Earnings coming soon and this will be one of the first real looks at Maestros impact. If revenue re-accelerates while margins keep improving sentiment flips fast. Under $12 looks" [X Link](https://x.com/TheStockerMan/status/2021650168542552085) 2026-02-11T18:18Z [---] followers, [----] engagements "Am I biased because I own them or are these actually undervalued here Last month: $SOFI (-25%) $ZETA (-22%) $OSCR (-23%) $PATH (-28%) $HIMS (-46%) Stocks down big yet the fundamentals are improving $SOFI 7M+ members still growing double digits Record deposits GAAP profitable and expanding financial services $ZETA [--] straight double beats + raises 30%+ EBITDA margins Net dollar retention 110%+ Revenue still growing 20%+ $OSCR 3.4M members (+70% YoY) [----] revenue guide: $18.719B $1.5B cash Market cap $2.9B Targeting $250450M operating income $PATH 16% revenue growth last quarter" [X Link](https://x.com/TheStockerMan/status/2021666654099304538) 2026-02-11T19:24Z [---] followers, [----] engagements "$SOFI Are we basically just waiting for S&P [---] inclusion Trading under 21$ after yet another monster earnings doesnt make sense. $SOFI 🚨BREAKING NEWS🚨 SOFI is trading at $21👀 https://t.co/4D529MYxfA $SOFI 🚨BREAKING NEWS🚨 SOFI is trading at $21👀 https://t.co/4D529MYxfA" [X Link](https://x.com/TheStockerMan/status/2021667914001326113) 2026-02-11T19:29Z [---] followers, [----] engagements "$AMZN is my favorite Mag [--] at this price (besides $TSLA still think thats a $10T company in the making). I really liked $GOOG at $165 when everyone was bored with it it went on to nearly 2x toward ATHs around $344. Now Im looking at $AMZN the same way. Forward P/E: 2526x PEG: [---] AWS projected growth: 30%+ Gross margins: 50% and expanding Revenue: still compounding double-digits People forget this is no longer just retail. Its: AWS High-margin advertising Prime ecosystem lock-in Logistics network no one can replicate Operating leverage is kicking in. Cost discipline is better. AI tailwinds" [X Link](https://x.com/TheStockerMan/status/2021738238944358660) 2026-02-12T00:08Z [---] followers, 11K engagements "Ive been adding a lot of $NBIS last few weeks under 100$ Earnings tomorrow. How do we feel" [X Link](https://x.com/TheStockerMan/status/2021738485086884027) 2026-02-12T00:09Z [---] followers, [---] engagements "Its actually crazy looking back at this. On the left: my portfolio at [--] years old. Brand new to investing. 17% in $DIS. 7% in $VZ. 7% in $RY. Stacking safe dividend stocks paying me literal dollars 😭 I thought yield = smart investing. Fast forward [--] years After really learning how to read balance sheets income statements cash flow margins operating leverage dilution guidance and understanding what actually drives long-term equity returns my portfolio looks completely different. Now its concentrated. High conviction and growth built around businesses Ive actually studied deeply. My other 8%:" [X Link](https://x.com/TheStockerMan/status/2021743679455764787) 2026-02-12T00:30Z [---] followers, [----] engagements "$DUOL MAUs and DAUs are literally exploding higher every single year. MAUs: 27M 135M+ DAUs: 5M 50M+ And people are scared that AI is going to replace it We saw this exact same fear trade with $GOOG around the $160 range. Everyone thought OpenAI was going to destroy Googles search dominance overnight. What happened The stock rallied over 100% in the past year. AI didnt kill Google. It strengthened the ecosystem. Same thing here. $DUOL is integrating AI into the product not fighting it. More personalization better retention higher engagement. User growth accelerating + strong margins + zero" [X Link](https://x.com/TheStockerMan/status/2021750185253093777) 2026-02-12T00:56Z [---] followers, [----] engagements "$NBIS earnings were exactly what I wanted to see. [----] ARR: $90M [----] ARR: $1.25B [----] ARR guidance: $8B Thats 7x YoY ARR growth. Revenue going from $530M in [----] to expected $33.4B in [----]. And theyre guiding 40% EBITDA margins at scale. This isnt demand constrained. Its capacity constrained which we already knew. Theyre raising contracted power to 3.0GW and expanding sites aggressively. Execution has been flawless. CapEx this year: $1620B. 60% of that already secured / covered by cash flow. That kills the how will they fund it argument. Halfway through this year I wouldnt be surprised if" [X Link](https://x.com/TheStockerMan/status/2021953198810915176) 2026-02-12T14:23Z [---] followers, [----] engagements "$NBIS will finish green today. Capacity constrained. Not demand constrained" [X Link](https://x.com/TheStockerMan/status/2021954553810497813) 2026-02-12T14:28Z [---] followers, [---] engagements "@keyurthakkar007 makes sense. $NVDA already had the monster run. $AMZN risk/reward just looks cleaner here" [X Link](https://x.com/TheStockerMan/status/2021985500006166688) 2026-02-12T16:31Z [---] followers, [---] engagements "$HIMS dropped almost 70%. So lets actually break down what happened over the last [--] months. First the market boxed $HIMS into one narrative: GLP-1 stock. GLP-1 brought insane attention and revenue acceleration. Growth sped up. Numbers looked insane and the stock ran up. And with that run a different type of shareholder came in. A lot of people werent buying a long-term healthcare platform. They were BUYING the GLP-1 wave. So when the $NVO lawsuit headlines hit and the compounding noise started spreading nobody stuck around to dissect the details. They just sold. And once that selloff started" [X Link](https://x.com/TheStockerMan/status/2022029435575075215) 2026-02-12T19:25Z [---] followers, 18K engagements "Fear-driven markets should excite you just as much as bull markets. If your long-term thesis hasnt changed but the stock is down 2050% its an opportunity. Past month: $HIMS (-51%) $LMND (-28%) $NBIS (-16%) $OSCR (-22%) $SOFI (-27%) $PATH (-35%) $ZETA (-38%) Did their platforms disappear Did growth suddenly go to zero Did their markets shrink overnight Or did sentiment just flip Fear-driven markets build real wealth if your conviction is based on fundamentals and not price action. https://twitter.com/i/web/status/2022065510079254973 https://twitter.com/i/web/status/2022065510079254973" [X Link](https://x.com/TheStockerMan/status/2022065510079254973) 2026-02-12T21:49Z [---] followers, [----] engagements "You really think the market is valuing $TSLA like a traditional car company Its not trading on cars sold average margin. Its trading on: Autonomy (FSD) Energy storage AI Robotics If you value it like Ford yeah the PE looks insane. If even one of those verticals scales the way bulls expect todays valuation wont look crazy in hindsight. https://twitter.com/i/web/status/2022066041614979204 https://twitter.com/i/web/status/2022066041614979204" [X Link](https://x.com/TheStockerMan/status/2022066041614979204) 2026-02-12T21:51Z [---] followers, [--] engagements "$HIMS down 70% from ATH sentiment absolutely destroyed. Now this drops: $HIMS RETREAT FROM GLP-1 PILL MAY SHIELD IT FROM DOJ ACTION Trump administration could have pursued injunction or fines Attorney James Boiani (Epstein Becker & Green) said $HIMS quick retreat may eliminate the case or controversy needed for DOJ to act Stock up 5% today. It was already deeply oversold. Everyone priced in worst-case legal disaster. Now if that overhang fades Sentiment can flip fast. And remember the long-term thesis was never just one GLP-1 pill. Platform. Subscriptions. Multiple verticals. Recurring" [X Link](https://x.com/TheStockerMan/status/2022323261892165889) 2026-02-13T14:53Z [---] followers, [----] engagements "$NBIS [----] guidance is actually ridiculous. Look at this progression: [----] ARR: $90M [----] ARR: $1.25B (14x YoY) [----] guidance: $7B$9B ARR (7x YoY) From $90M potentially $9B in two years. Thats hyper-scale. And this is exactly what Ive been saying in my previous $NBIS posts the market is still underestimating how fast this platform is compounding. This isnt just revenue growth this is enterprise adoption accelerating at a pace most people cant even model properly. When ARR starts jumping in multi-billion increments valuation frameworks break. Up 11% today and honestly If they execute anywhere" [X Link](https://x.com/TheStockerMan/status/2022346893771014494) 2026-02-13T16:27Z [---] followers, [----] engagements "$ZETA is breaking out and looks poised for an even bigger run than what we saw with $HIMS. With a rapidly growing AI-driven platform 35% YoY revenue growth and an impressive 69% free cash flow margin the fundamentals are lining up perfectly. The market is still sleeping on this name but not for long $ZETA is significantly undervalued at current levels. A move toward $35+ is on the horizon as investors start to recognize the strength behind the numbers and the long-term potential. Last quarter $ZETA delivered $194M in revenue (up 27% YoY) beating expectations yet again. Their scaled customer" [X Link](https://x.com/anyuser/status/1953395808784499087) 2025-08-07T10:00Z [---] followers, [---] engagements "@YodaStockInvest 20% $HIMS 15% $TSLA 15% $SOFI 10% $AMD 10% $OSCR 10% $PLTR 5% $AMZN 5% $ZETA 5% $LMND and 5% $GOOG" [X Link](https://x.com/anyuser/status/1953427909495894233) 2025-08-07T12:08Z [---] followers, [---] engagements "Ill say this again: $UNH and $NVO are mispriced right now. I started positions in both and have been accumulating on the dips $UNH: Valuation doesnt reflect the scale cash flow and long-term defensive strength of this business. $NVO: Market overreacted to short-term supply headlines and demand for GLP-1s is global durable and just getting started. Both are trading below what the fundamentals justify" [X Link](https://x.com/anyuser/status/1953459385667072254) 2025-08-07T14:13Z [---] followers, [----] engagements "@Ashton_1nvests Im [--] and honestly barely keep anything in my chequings either. Luckily most of my bills are still covered by my parents which gives me a great opportunity to invest nearly 50% of my paycheck straight into the market. Taking full advantage while I can" [X Link](https://x.com/anyuser/status/1953471943966880051) 2025-08-07T15:02Z [---] followers, [---] engagements "My End-of-Year [----] Price Targets for some stocks I own 🧠📈 Built on conviction fundamentals and momentum. Lets revisit this in December: $HIMS $70 $SOFI $35 $ZETA $32 $OSCR $25 $AMD $250 Some of these are bold but I dont invest in average I invest in asymmetric upside. What do you guys think" [X Link](https://x.com/anyuser/status/1953555992467087662) 2025-08-07T20:36Z [---] followers, [---] engagements "My younger sister (20 years old) has been working the last [--] years and saved up most of her money. But when she told me she was keeping all of it in her chequing account earning zero interest I nearly lost it. I told her Id help. I opened an account and started investing for her on April 14th. Just a few months later the portfolio is up 43.88%. I currently hold $AMD $AMZN $HIMS $OSCR $TSLA & $ZETA in her account" [X Link](https://x.com/anyuser/status/1953838950289723691) 2025-08-08T15:21Z [---] followers, [---] engagements "Last [--] days: $OSCR +13.70% $ZETA +27.10%" [X Link](https://x.com/anyuser/status/1953852493865050352) 2025-08-08T16:15Z [---] followers, [---] engagements "I see a lot of young investors (2025 years old) putting most of their portfolio into $VOO and $SPY. Im not saying these are bad investments far from it. Theyre diversified low-risk and almost guarantee steady long-term returns. But at this age time is your biggest asset. You can take on more risk. Thats why I believe growth stocks are the way to go early on because the upside potential over a decade can far outweigh the slow compounding of index funds.A few high-conviction winners in your 20s can set you up for life. Let me break it down: YTD returns: $SPY +8.72% $VOO +8.71% Some notable" [X Link](https://x.com/anyuser/status/1954190233064362231) 2025-08-09T14:37Z [---] followers, [---] engagements "@TheRonnieVShow $OSCR is on its way to 20$ by end of August So green 😅" [X Link](https://x.com/anyuser/status/1954873378038255995) 2025-08-11T11:51Z [---] followers, [---] engagements "I called the bottom on $OSCR at 12-13$ now its on its way to 20$+. I called the bottom on $ZETA at 15-16$ now its on its way to 32$+. $OSCR is sitting on $3.6B cash raised full-year guidance to $12B and medical loss ratios will keep improving. $ZETA just printed 25%+ YoY revenue growth with improving margins the AI-driven ad platform is scaling fast. I also believe $NVO and $UNH are trading around their bottoms. $NVO has seen 30%+ revenue growth in its obesity/diabetes portfolio and is expanding production capacity to meet unprecedented demand. $UNH is the largest U.S. health insurer with" [X Link](https://x.com/anyuser/status/1954874694022115613) 2025-08-11T11:57Z [---] followers, [---] engagements "@TheLongInvest I hope everybody loaded up in the 12-14$ range It was there for weeks 🤝" [X Link](https://x.com/anyuser/status/1954902529004757499) 2025-08-11T13:47Z [---] followers, [----] engagements "Just added more $UNH. The V-shape recovery is setting up perfectly and I believe this name will return to all-time highs within [--] years. Strong fundamentals oversold levels and a massive runway ahead" [X Link](https://x.com/anyuser/status/1955673951721414676) 2025-08-13T16:52Z [---] followers, [----] engagements "Patiently waiting for the $OSCR breakout ive been calling since 12$ You know its serious when your dad invested in $OSCR because of how much I glaze this stock" [X Link](https://x.com/anyuser/status/1955803012376748135) 2025-08-14T01:25Z [---] followers, [----] engagements "If you missed $UNH at $235$ The next two big setups are right here. $OSCR and $ZETA are both primed for explosive upside with the potential to rally 200300% in the next 1-2 years. $OSCR Sitting on over $3.6B in cash reaffirmed $12B+ in [----] revenue guidance profitable on an adjusted EBITDA basis and trading at a fraction of its historical P/S multiple. $ZETA Delivered 25% YoY revenue growth last quarter guiding for $1.3B+ in [----] revenue expanding adjusted EBITDA margins and running a $200M buyback (5% of market cap)" [X Link](https://x.com/anyuser/status/1956393208679686485) 2025-08-15T16:31Z [---] followers, [---] engagements "Theres a lot of good long-term companies currently trading at discounted prices 👇 $SOFI $22.52 Revenue growth 35% YoY 93% over [--] years Recently raised $1.5B to strengthen balance sheet Scalable fintech platform with 7M+ members $OSCR $15.27 Revenue growth 48% last quarter Price-to-Sales only [---] (well below industry avg) Tech-driven health insurance platform with big runway $HIMS $43.38 Strong ROE at 41.9% Margins and efficiency consistently improving Fast-growing digital health platform with huge TAM $ZETA $18.17 Leading AI-driven marketing platform Consistent revenue growth with improving" [X Link](https://x.com/anyuser/status/1958288005895950495) 2025-08-20T22:00Z [---] followers, [---] engagements "It wont be for long that $HIMS stays under $45 and $OSCR under $16. 📊 $HIMS just printed another quarter of record growth revenue up 45% YoY with paid subscribers now at over 1.9M and free cash flow turning positive. Margins continue to expand quarter after quarter. 📊 $OSCR is sitting on $3.6B in cash reaffirmed $12B+ in full-year revenue guidance and just posted a big earnings beat. Management raised guidance again and highlighted accelerating AI adoption across their platform. Both are massively undervalued compared to peers. 🚀" [X Link](https://x.com/anyuser/status/1958577482501587114) 2025-08-21T17:10Z [---] followers, [---] engagements "Is this the catalyst we need to send $OSCR past 20$ 🚨 BREAKING: US JUDGE PAUSES CHANGES TO FEDERAL HEALTH INSURANCE MARKETPLACE $OSCR SHORT SQUEEZE WILL BE HISTORIC 🔥🔥 https://t.co/niJLKzSVvL 🚨 BREAKING: US JUDGE PAUSES CHANGES TO FEDERAL HEALTH INSURANCE MARKETPLACE $OSCR SHORT SQUEEZE WILL BE HISTORIC 🔥🔥 https://t.co/niJLKzSVvL" [X Link](https://x.com/anyuser/status/1958981267191419369) 2025-08-22T19:55Z [---] followers, [----] engagements "I said at the start of the month that $OPEN would hit $5 by end of August here we are 👀 Now debating if I should trim some profits here and rotate into $HIMS at these levels. $HIMS looks insanely discounted right now: Revenue up +45% YoY in Q1 [----] Net income positive with improving cash flow & margins 1.8M+ subscribers and still accelerating growth With this trajectory I see $100+ as inevitable over the next [----] months if execution continues" [X Link](https://x.com/anyuser/status/1959311603448611233) 2025-08-23T17:47Z [---] followers, [---] engagements "Trimmed some profits from $OPEN after the big run 📈 and rotated into $HIMS at these levels. $HIMS is still massively undervalued in my eyes: Q2 [----] Revenue: $306M (+46% YoY) Gross Margin: 84% (expanding YoY) Cash & Equivalents: $275M+ Free Cash Flow: $41M positive up from negative just two years ago The growth story here is just beginning" [X Link](https://x.com/anyuser/status/1960040068220920137) 2025-08-25T18:02Z [---] followers, [---] engagements "Ive been getting a lot of texts from close friends I persuaded to invest in $OSCR asking any news so heres the run down: The big drag on the entire healthcare sector recently was the uncertainty around ACA subsidies. That fear forced almost every major health insurer to slash their guidance this quarter. But while peers were cutting $OSCR did the exact opposite they raised their full-year guidance. Thats a massive divergence and tells you a lot about the underlying strength of their business. From a technical standpoint that was the bottom for $OSCR in the $1213 range. All the bad news was" [X Link](https://x.com/anyuser/status/1961825293817061625) 2025-08-30T16:16Z [---] followers, [----] engagements "Updated long-term portfolio holdings: $SOFI 18% $TSLA 17% $HIMS 17% $AMD 11% $OSCR 11% $UNH 9% $PLTR 9% $ZETA 5% $LMND 3% Other account I hold: $OPEN $ONDS $DUOL $NVO $TTD Watchlist: $ABCL $ASTS $NBIS" [X Link](https://x.com/anyuser/status/1962697070839546052) 2025-09-02T02:00Z [---] followers, [----] engagements "I just bought $FUBO today Current price sitting around $3.74 with 13M shares traded today. Why I like it here as a short-term trade: Merger catalyst: Disneys Hulu + Live TV and Fubo are merging expected to close between Oct [----] Mar [----]. This will create a much stronger vMVPD player under the Fubo name. Regulatory watch: DOJ review is the last big hurdle. Once cleared most of the deal risk fades and upside is in play. Momentum: Stock is already up +180% YTD and still has room to run if the merger goes through. Fundamentals improving: [----] revenue grew 19% to $1.58B subs at 1.67M and EBITDA" [X Link](https://x.com/anyuser/status/1962936583729947110) 2025-09-02T17:52Z [---] followers, [----] engagements "$OSCR CEO Mark Bertolini just said: There is strong momentum around subsidies getting extended. If enhanced subsidies were to get extended it would most likely be in the budget resolution. We are optimistic something gets done with an extension to subsidies. This is exactly the type of confirmation the market wanted to hear. Subsidies are the single biggest overhang on health insurers right now if extended it removes uncertainty and sets up $OSCR for another leg higher. The fact the CEO is openly optimistic shows how much confidence they have in the outcome. Pair that with their raised" [X Link](https://x.com/anyuser/status/1963252745273524431) 2025-09-03T14:48Z [---] followers, [----] engagements "Last month I said here are [--] high-conviction stock price predictions for the end of August: $ZETA 22$ $OSCR 20$ $OPEN 5$ Results: $OPEN hit 5$ $OSCR closed 17.58$ $ZETA reached 20.38$ Lets try this again. My high-conviction stock price predictions for the end of September: $HIMS 60$ $OSCR 22$ $UNH 350$ I also think well get clearer news on the ACA subsidies this month which could be a strong rallying catalyst for both $UNH and $OSCR" [X Link](https://x.com/anyuser/status/1963274912996393008) 2025-09-03T16:16Z [---] followers, [----] engagements "$OSCR is breaking out and its clear this move will be a 200-300% rally in 1-2 years Ive been accumulating $OSCR in the 12-15$ range and its already up nearly 30%. 📊 Last quarter revenue up 48% YoY guidance raised by $1B and profitability expected next year. 📊 Short interest still 25%+ which fuels the squeeze potential. Anything under $20 remains a generational buy. $32+ incoming very soon. $HIMS is setting up for its own massive breakout. My average is sub $25 and I still love this company moving forward. 📊 Q2 revenue up 45% YoY to over $300M+ with [--] straight quarters of growth. 📊" [X Link](https://x.com/anyuser/status/1963654528949195052) 2025-09-04T17:24Z [---] followers, [---] engagements "My original prediction for $OSCR end of month was very low at $22 This stock can easily fly past $25 sooner rather than later. Positive ACA subsidy news will send $OSCR soaring 🚀 Still extremely undervalued at these levels. Last month I said here are [--] high-conviction stock price predictions for the end of August: $ZETA 22$ $OSCR 20$ $OPEN 5$ Results: $OPEN hit 5$ $OSCR closed 17.58$ $ZETA reached 20.38$ Lets try this again. My high-conviction stock price predictions for the end of Last month I said here are [--] high-conviction stock price predictions for the end of August: $ZETA 22$ $OSCR 20$" [X Link](https://x.com/anyuser/status/1964010533561987336) 2025-09-05T16:59Z [---] followers, [---] engagements "I am now up +180% on my $OPEN position Ive been steadily trimming profits and adding to my $ZETA and $HIMS positions. 🚀" [X Link](https://x.com/anyuser/status/1965050736007614760) 2025-09-08T13:52Z [---] followers, [---] engagements "🚨 $HIMS on the brink of a breakout 🚨 In [----] Hims & Hers will expand its category offerings with the launch of an exclusive branded oral testosterone through a collaboration with Marius Pharmaceuticals a leader in testosterone therapy innovation. Huge TAM unlock here. Ive been buying heavy under $45 and keep adding on every dip. Long term I love this companys growth trajectory. 📊 Stats: Q2 revenue up 45% YoY to $324M 📈 [--] consecutive quarters of growth Over 1.7M subscribers and climbing fast EBITDA positive and margins expanding Healthcare + consumer brand execution = rocket fuel. 🚀" [X Link](https://x.com/anyuser/status/1965774459169550388) 2025-09-10T13:48Z [---] followers, [---] engagements "Following up on my post this move might change everything for $OPEN 👀 They just named Kaz Nejatian (ex-Shopify COO) as CEO. I really like this for a few reasons: Track record at $SHOP: helped scale one of the most successful tech platforms of the last decade. He knows how to build & scale operations at global level. Tech + real estate fusion: $OPEN isnt just housing its a technology platform for buying & selling homes. Kazs experience at Shopify aligns perfectly with making $OPEN a seamless consumer-first marketplace. Efficiency mindset: At Shopify he led product & operations with a focus on" [X Link](https://x.com/anyuser/status/1965912782139797942) 2025-09-10T22:58Z [---] followers, [---] engagements "just sold my entire position of $ONDS after a 215% rally Rolled all the profits into $BMNR. Why Im Moving Into BMNR: BMNRs recent technicals look strong: price gaining in recent days strong risingtrend support. Volume is increasing on price upticks which is always a positive confirmation. Fundamental growth is very impressive: its revenue growth over the last [--] months is extremely high. The company is pivoting with crypto strategy (especially around ETH holdings) that could give asymmetric upside if crypto enters another growth phase" [X Link](https://x.com/anyuser/status/1966191895781970264) 2025-09-11T17:27Z [---] followers, [----] engagements "If you missed out on $UNH sub 260$ dont worry. $NVO is still offering a ton of value at these levels and I strongly believe its heading to $80+ 🚀 Heres why: Trading around $54$ well below fair value estimates Forward P/E [--] cheap compared to peers in pharma/biotech Massive profitability: ROE 79% ROIC 42% Strong pipeline in obesity & diabetes treatments (GLP-1 dominance) Technicals showing signs of bottoming in the mid-40s/50s range Re-rating to peer multiples would easily justify $70-80+ Sometimes the best opportunities come after the selloff" [X Link](https://x.com/anyuser/status/1966193200068018276) 2025-09-11T17:32Z [---] followers, [---] engagements "🚀 $ZETA is up 10% and I believe its on the cusp of breaking out to $32+. This setup reminds me a lot of $OSCR recent rally from $15 $20+ in just a few weeks. Heres why: Revenue last quarter grew +24% YoY to $224M. Gross margin expanded to 79% showing stronger efficiency. Guidance was raised for FY25 with expected revenue of $950M$970M. Buybacks of $150M showing confidence from management. Current P/S sits at just 4.2x still well below sector peers. Momentum + fundamentals lining up $ZETA looks primed for the next leg higher" [X Link](https://x.com/anyuser/status/1966277278309957967) 2025-09-11T23:06Z [---] followers, [---] engagements "🚀 $AMD is down nearly 10% over the past month and I see this as an attractive entry point: Q2 revenue: $5.84B up 8% YoY Data center sales: +115% YoY now their fastest-growing segment Gross margins steady at 52% Strong net cash position supports R&D and expansion The big catalyst: AMD just launched its MI325X chips with the MI400 series coming in [----]. These are designed to go head-to-head with $NVDA in AI data centers one of the fastest-growing markets today. At around 11x forward sales $AMD trades well below $NVDA despite similar AI exposure. To me this dip sets up the next leg higher." [X Link](https://x.com/anyuser/status/1966532238989840854) 2025-09-12T15:59Z [---] followers, [---] engagements "$LULU is on my radar Im looking to open a position Monday. Why Because right now $LULU looks like one of the most asymmetric setups in retail: Balance sheet: zero debt + $1.3B in cash gives them flexibility most retailers dream about. Profitability: 42% ROE gross margins consistently in the high 50s. Growth: revenue CAGR of 20% over the last [--] years with 680+ stores worldwide and a fast-growing DTC channel (45% of sales). Valuation: trading at its cheapest multiple in years despite fundamentals holding strong. Even Michael Burry has been building a position here. I see [----] shaping up for a" [X Link](https://x.com/anyuser/status/1966921612701155607) 2025-09-13T17:47Z [---] followers, [----] engagements "I bought $JD this week and heres why: $JD has been consolidating for 6+ months building one of the strongest bases Ive seen. Technicals are lining up for a massive breakout RSI curling up golden cross forming and volume support holding. Fundamentals back it up: - $27B in cash on hand - 22% YoY revenue growth - Trading at just a 12x P/E extremely undervalued compared to peers Balance sheet strength + consistent double-digit revenue growth = perfect setup for a rerating. This has all the makings of $JD largest breakout in years" [X Link](https://x.com/anyuser/status/1967011557520625692) 2025-09-13T23:44Z [---] followers, [----] engagements "As I mentioned over the weekend I bought $LULU this morning as planned. Zero debt on the balance sheet $1.3B in cash on hand 42% ROE sustained over the past year Trading at just 19x forward earnings despite strong growth This looks like one of the cleanest setups Ive seen for $LULU in a while. Long-term compounding machine Im happy to build my position here" [X Link](https://x.com/anyuser/status/1967630131909792228) 2025-09-15T16:42Z [---] followers, [----] engagements "$HIMS under $55 feels like the last gift the market will hand out. The entire healthcare sector is still trading at depressed valuations despite being one of the strongest long-term growth engines. Thats why nearly 40% of my long-term portfolio is sitting in healthcare with positions in $HIMS $NVO $UNH and $OSCR all of which I believe will lead the sectors next rally. $HIMS specifically keeps proving itself quarter after quarter: Q2 revenue: $310M up 35% YoY Gross margins above 77% Over 1.8M subscribers & growing double-digits every quarter Zero debt $400M+ cash Smart money knows this" [X Link](https://x.com/anyuser/status/1967742992590012503) 2025-09-16T00:11Z [---] followers, [---] engagements "After his latest purchase Elon Musk now holds [---------] shares of $TSLA 🚀 Thats $169.5 BILLION worth of Tesla stock. $TSLA up 85% YTD EPS growth +34% YoY Revenue surpassing $100B annually Market cap pushing past $1.3T Elon isnt just holding hes doubling down. If the CEO himself is this convicted imagine where we go from here. 🔥 $TSLA is set to retest ATHs and push toward $500+ the most asymmetric bet in the market" [X Link](https://x.com/anyuser/status/1967763719900836202) 2025-09-16T01:33Z [---] followers, [---] engagements "$OSCR announces new convertible notes offering to fund growth & expansion. Stock is down 3.6% AH. heres why: Traders instantly panic at the word dilution Some think raising money = weakness Algorithms & short-term players dump on the headline But the reality is: This raise gives $OSCR fresh capital to expand strengthen the balance sheet and fuel growth Institutions usually step into these offerings a sign of confidence Long-term outlook hasnt changed if anything its stronger Ive said it before sub $15 was a gift. This dip is just another setup before $OSCR rips toward $45+" [X Link](https://x.com/anyuser/status/1967786001645920740) 2025-09-16T03:01Z [---] followers, [---] engagements "Following up on my earlier post I was in: $SOFI at 8.20$ $HIMS at 22.42$ $PLTR at 14.76$ $LMND at 28.14$ All +100% gains. And Im confident $OSCR will be my next multibagger alongside $AMD. $OSCR has solid management strong execution and has given positive guidance. The worst is already priced in with the ACA subsidy fears thats why I keep adding on every dip" [X Link](https://x.com/anyuser/status/1967989080735818023) 2025-09-16T16:28Z [---] followers, [---] engagements "$JD is gearing up for a major breakout 🚀 I mentioned here last week that I started buying $JD . conviction remains strong. With $27B cash on hand 22% YoY revenue growth trading at only a 12x P/E this is one of the most undervalued large-caps in the market. Chart looks primed after months of consolidation and I see this running to $70+ sooner rather than later" [X Link](https://x.com/anyuser/status/1968298605153788071) 2025-09-17T12:58Z [---] followers, [---] engagements "It only takes one headline about ACA extensions and $OSCR rips +30% ACA subsidies news is coming soon and when it hits youll want to be in. +30$ soon" [X Link](https://x.com/anyuser/status/1968878541568680226) 2025-09-19T03:23Z [---] followers, [---] engagements "HOLD $UNH & $OSCR until the ACA subsidy news. Selling either before the announcement would be a huge mistake. $UNH: $111.6B revenue last quarter (+$12.8B YoY) cash-flow giant at $340. $OSCR: trading around $19 extremely sensitive to ACA headlines. One policy move could send it flying. The ACA decision will move the healthcare sector. Dont get shaken out early" [X Link](https://x.com/anyuser/status/1970167037247811944) 2025-09-22T16:43Z [---] followers, [---] engagements "$OSCR at 18s is the new $13. With ACA subsidies news lingering I just dont see this going under $15 anymore. One headline and this is a $23+ stock instantly" [X Link](https://x.com/anyuser/status/1973105529397371184) 2025-09-30T19:19Z [---] followers, [---] engagements "Im buying more $FUBO tomorrow. On September 30th shareholders officially approved the merger deal a major step forward that now just awaits DOJ approval which could come very soon. Even without the merger catalyst $FUBO looks deeply undervalued: Revenue up +24% YoY last quarter ARPU growing steadily Operating loss shrinking by over 30% YoY Trading at less than 1x sales far below sector peers Once the DOJ gives the green light this could easily re-rate toward fair value" [X Link](https://x.com/anyuser/status/1977944534974607588) 2025-10-14T03:48Z [---] followers, [----] engagements "@skywalker90210 6$ imo. Still way too cheap $FUBO trading at under 1x forward sales while peers in streaming/sports entertainment trade between 23x with 20%+ YoY revenue growth improving ad margins + DOJ catalyst ahead" [X Link](https://x.com/anyuser/status/1978162070320226407) 2025-10-14T18:12Z [---] followers, [---] engagements "ACA subsidy news is very close But even without it $OSCR is still extremely undervalued under $21/share. Theyve raised guidance showing confidence in their growth and profitability path. Revenue is up 44% YoY membership growth continues double digits and their medical loss ratio should be improving every quarter. Sitting on over $3B in cash with a market cap barely above that. Fundamentals alone justify a much higher valuation the ACA catalyst is just the bonus" [X Link](https://x.com/anyuser/status/1978165471728791741) 2025-10-14T18:26Z [---] followers, [---] engagements "$HIMS OFFICIALLY LAUNCHES MENOPAUSE UNDER THE HERS BRAND Estradiol pill or patch Progesterone pill Estradiol vaginal cream Stock up 16% today after management revealed they expect the HERS business to reach $1 BILLION in revenue by end of [----]. This is massive the menopause market alone is valued at $22B+ annually in the U.S. with over [--] million women currently experiencing symptoms. Hims & Hers is now directly targeting this underserved demographic with a trusted telehealth platform and proven subscription model. Q2 revenue: $299M (+49% YoY) Gross margins: 83% Cash on hand: $235M+ zero debt" [X Link](https://x.com/anyuser/status/1978567355295781063) 2025-10-15T21:03Z [---] followers, [---] engagements "Im officially starting a position in $NBIS. The stock is down 17% in the last [--] days to me this is a tremendous entry point. Heres why Im bullish: Q2 revenue: $105M up 625% YoY and 106% QoQ. Raised [----] ARR outlook to $900M$1.1B. Signed a $17.4B multi-year deal with Microsoft for GPU & infrastructure services. Analyst price target raised to $206 (from $77). Institutional ownership around 22%. Nebius is positioning itself as a core AI infrastructure provider The Microsoft deal de-risks execution and validates the platform. After this sharp pullback Im starting my position here" [X Link](https://x.com/anyuser/status/1980306509209739447) 2025-10-20T16:13Z [---] followers, 24.2K engagements "With my recent $NBIS purchase it officially becomes the 10th stock I own in my long-term account. Heres the breakdown: $TSLA 19% $HIMS 17% $SOFI 17% $AMD 13% $OSCR 11% $UNH 6% $PLTR 6% $ZETA 5% $LMND 3% $NBIS 3% My other account currently holds: $BMNR $OPEN $NVO $FUBO and $JD" [X Link](https://x.com/anyuser/status/1980683365767389521) 2025-10-21T17:11Z [---] followers, [----] engagements "Despite $SOFI +170% rally over the past [--] months I still think its undervalued. This is a company posting explosive growth: EPS up over 700% YoY Revenue up 44% YoY 8th consecutive quarter of positive adjusted EBITDA Now sitting on 6.6M+ members growing at nearly 40% annually Net revenue expected to hit $2.6B+ in FY25 Earnings next week could be a major catalyst the setup looks strong for another leg higher. If momentum continues and guidance expands a 3040% spike isnt far-fetched" [X Link](https://x.com/anyuser/status/1980686544982655192) 2025-10-21T17:24Z [---] followers, [---] engagements "Following up on my $ZETA post from yesterday I dont think most people fully grasp how big Athena could be for the company. Athena isnt just another tool its a full platform shift. It allows clients to create complete applications by simply describing what they want. No coding no pre-built dashboards just instant on-demand interfaces built through AI. That level of automation changes everything for marketers and enterprises that rely on $ZETA data engine. Its the same type of inflection point we saw when $PLTR launched AIP but this time its happening in the marketing automation space. $ZETA IS" [X Link](https://x.com/anyuser/status/1981745443361935469) 2025-10-24T15:31Z [---] followers, [---] engagements "Lets break down what just happened with $FUBO Disney and Fubo officially closed their merger combining Hulu + Live TV with Fubo under one roof and Disney now owns 70% of the new company. This move instantly creates the #2 largest virtual pay-TV provider in the U.S. with almost [--] million subscribers across North America. Before this deal $FUBO value sat around $6/share. With Disneys scale content access and distribution power now in play that valuation completely changes Id argue its closer to $12/share post-merger. The stock opened up +27% on the news but has cooled off to around +3% which to" [X Link](https://x.com/anyuser/status/1983581482237964493) 2025-10-29T17:07Z [---] followers, [----] engagements "With rate cuts on the horizon and another massive earnings beat $SOFI is somehow still trading under $30. This setup looks identical to Q3 double beat explosive revenue growth and the stock got stuck around $20 then ripped straight to $30. 40$ is inevitable" [X Link](https://x.com/anyuser/status/1983933926834893258) 2025-10-30T16:28Z [---] followers, [---] engagements "Me tweeting with less than 1K followers No but in all seriousness I use this account as my trading journal. Im a young investor who wants to help other young investors start early. Whether its [---] [----] or [-----] followers it doesnt change anything for me. I actually get some replies and engagement on some posts and I genuinely enjoy that. Since I started posting here in late July I already feel like Ive grown as an investor. Followers have almost no impact on my consistency what really matters is how much I learn and improve month after month by sharing my analysis thoughts and journey" [X Link](https://x.com/anyuser/status/1984027906612265078) 2025-10-30T22:41Z [---] followers, [---] engagements "$ZETA just announced a major partnership with AWS and this could reshape the future of AI marketing. The goal is to accelerate adoption of Zetas AI-powered marketing solutions by leveraging Amazons massive cloud and machine learning infrastructure. With AWS Zeta can process and activate customer data at an even larger scale helping brands personalize campaigns in real time and drive higher ROI. This isnt just another software integration its a full expansion of $ZETA AI ecosystem across multiple industries powered by Amazons technology stack. Most investors are completely overlooking how" [X Link](https://x.com/anyuser/status/1984085436067647686) 2025-10-31T02:30Z [---] followers, [----] engagements "Earnings day tomorrow for $FUBO. When the Disney + Hulu Live TV merger was officially approved the stock spiked 26% pre-market but ended the session only +1%. That tells me one thing investors are still waiting for real clarity on the deals structure and guidance. Tomorrows call should finally answer that: How the merger economics flow through to Fubos revenue base Updated subscriber and ARPU guidance (combined total now near 6M subs in North America) Most importantly: profitability timeline If management confirms that breakeven has already been reached this quarter or that Q4 will turn" [X Link](https://x.com/anyuser/status/1985066704230396281) 2025-11-02T19:29Z [---] followers, [----] engagements "$FUBO Q3 Earnings quick breakdown: Revenue came in at $368.6M in North America with 1.63M subs marking the highest Q3 base ever. Losses continue to shrink with net loss $18.9M vs $54.7M last year and Adj. EPS flipped positive (+$0.02). Thats real progress. Operationally the Disney merger changes everything. Together the new Fubo + Hulu Live entity now sits as the 6th largest pay TV player with around 6M subs. Management confirmed its now cash flow positive and focused on scaling profitably. The real story here is clarity over hype. The market already priced in the merger excitement now" [X Link](https://x.com/anyuser/status/1985431436644557147) 2025-11-03T19:38Z [---] followers, [----] engagements "Following up on my $FUBO post: Everyone expected instant results from the Disney merger but management set the record straight. Full integration into the Disney ecosystem happens Q1 next year and international expansion (the real growth engine) kicks in over the next [----] months. Theyre already cash flow positive hitting record subs and now shifting to profitable scale. This isnt a short-term trade anymore. Its a global growth story in the making. $FUBO" [X Link](https://x.com/anyuser/status/1985435259043737857) 2025-11-03T19:53Z [---] followers, [----] engagements "Now that $FUBO earnings are out of the way the focus shifts to $HIMS $PLTR $AMD $OSCR and $ZETA. Which one will shock the market Whos your pick" [X Link](https://x.com/anyuser/status/1985435634371371164) 2025-11-03T19:55Z [---] followers, [---] engagements "Time to debrief $HIMS earnings Here we go: - Revenue came in at $599M up 49% year over year and above estimates of $579M - Adjusted EBITDA reached $78M beating expectations of $68M - Net income was nearly $16M - Subscribers rose to 2.47M up 21% year over year - Gross margin stood strong at 74% The company will now fulfill most GLP-1 orders through its own facilities allowing them to reduce treatment prices by about 20% Hims also hinted at potential plans to offer compounded tirzepatide and confirmed it is in active discussions with $NVO to bring Wegovy to its platform Global expansion" [X Link](https://x.com/anyuser/status/1985498464550080565) 2025-11-04T00:04Z [---] followers, [---] engagements "$ZETA delivered [--] consecutive quarters of double beats and guidance raises. Thats [--] straight quarters of outperforming expectations every single time. Revenue up earnings up guidance up. Quarter after quarter. Year after year. Are we ready for #16 $ZETA earnings incoming. Another double beat on deck" [X Link](https://x.com/anyuser/status/1985533602214432792) 2025-11-04T02:24Z [---] followers, [---] engagements "$DUOL just dropped 15% after posting another monster earnings how does that make sense Revenue up 41% YoY subscribers climbing at record pace and profitability improving every single quarter yet the stock tanks At around $220 $DUOL becomes a very intriguing long-term entry point" [X Link](https://x.com/anyuser/status/1986180003453612467) 2025-11-05T21:13Z [---] followers, [----] engagements "Ive been looking at this stock for months and Im finally starting a position in $PATH (UiPath) $PATH builds software robots that automate repetitive digital tasks such as processing invoices onboarding employees managing reports and updating databases. Its called RPA (Robotic Process Automation) and its saving enterprises millions in time and labor. Their business model is pure SaaS. Companies pay subscription fees based on how many bots and automations they deploy. Once $PATH is integrated in one department it naturally expands across the entire organization which drives sticky recurring" [X Link](https://x.com/anyuser/status/1986240181272297606) 2025-11-06T01:12Z [---] followers, [---] engagements "$OSCR Q4 wasnt about beating on revenue or EPS it was about guidance. After being punished last quarter for widening losses Oscars focus this time was clear: prove the roadmap is intact. And thats exactly what they did. FY25 revenue: $1212.2B (reaffirmed) MLR: 8687% Profitability: on schedule for [----] Even as $MOH and $CNC pulled guidance Oscar stood its ground showing discipline confidence and control. CEO Mark Bertolini summed it up perfectly: Were confident in our ability to expand margins and return to profitability in [----]. Our market already serves [--] million Americans and has the" [X Link](https://x.com/anyuser/status/1986425808815018342) 2025-11-06T13:29Z [---] followers, [---] engagements "$OSCR is standing out from the entire sector. The only health insurer whose MLR actually decreased QoQ. And the lowest MLR among all peers. On any other day this stock would be up way more than 2%" [X Link](https://x.com/anyuser/status/1986484055500857623) 2025-11-06T17:21Z [---] followers, [---] engagements "After [--] straight quarters of beats and raises $ZETA keeps growing revenue margins and free cash flow all trending higher. Yet the stock is down 4% today. Nothing has changed about the story. The fundamentals remain rock solid and $32 is inevitable in my view. This looks like a great entry point for investors looking longterm" [X Link](https://x.com/anyuser/status/1986485288126882083) 2025-11-06T17:26Z [---] followers, [----] engagements "Following up on my $OSCR posts heres my take on earnings: The story this quarter isnt about the headline numbers. Revenue guidance was already raised earlier this year and thats what mattered most. EPS looks weak mainly because of higher MLR across the entire sector not a company-specific issue. What really matters: 1) Membership continues to grow quarter after quarter 2) Full-year guidance remains unchanged Thats all I needed to see. The long-term thesis stays intact" [X Link](https://x.com/anyuser/status/1986589419009093813) 2025-11-07T00:20Z [---] followers, [---] engagements "I dont own enough $ZETA. Athena is THAT powerful. I was an early investor in $PLTR around $14 because their AIP platform completely changed how companies use AI. It turned complex data work into something anyone could use and thats exactly what I see happening with Athena at $ZETA. AIP for $PLTR made it possible for businesses to talk to their data and make real decisions through AI not just analyze numbers but act on them. Thats what made $PLTR explode in adoption. Athena is doing the same thing for marketing and customer data. It lets users ask questions build campaigns and make decisions" [X Link](https://x.com/anyuser/status/1986597058921570360) 2025-11-07T00:50Z [---] followers, 12.1K engagements "$OPEN was down almost 25% pre-market after earnings and yet it is now down just 1%. That kind of reversal says a lot. This isnt the same $OPEN we knew a year ago. Under new management the companys direction is being completely reshaped. On yesterdays call Kaz laid out a vision that goes way beyond just buying and selling homes. He talked about turning $OPEN into a real estate ecosystem one where mortgage insurance title warranty and even blockchain are seamlessly connected. Every piece of the home transaction that used to be fragmented and stressful will live inside one trusted platform. Kazs" [X Link](https://x.com/anyuser/status/1986850218252362089) 2025-11-07T17:36Z [---] followers, [---] engagements "I started to invest in: $PLTR at 14$ $SOFI at 8$ $HIMS at 18$ $AMD at 80$ Now my next high-conviction bets are $OSCR at 14$ and $ZETA at 16$. My next multibaggers in the making" [X Link](https://x.com/anyuser/status/1986934976558821552) 2025-11-07T23:13Z [---] followers, [----] engagements "Three stocks Im watching closely this weekend: [--]. $META Trading at a very low P/E of just 20x. Revenue is up 26% year over year and still growing fast. EPS would have been met if not for a $16 billion one-time expense that led to an overreaction in the stock. At these levels Meta remains a clear long-term buy. [--]. $DUOL Revenue growth: +136% Free cash flow growth: +82% Free cash flow margins: 30% Market cap: -6% The fundamentals continue to accelerate while the stock price lags. This looks like a generational buying opportunity. [--]. $NVO Currently down 69.69% from last years highs. Valuation" [X Link](https://x.com/anyuser/status/1987263457318871552) 2025-11-08T20:58Z [---] followers, [----] engagements "$OSCR is setting up for a multi-year cup & handle breakout. Once it clears $24 its game over for the bears. Heres whats fueling the next leg up after more news over the weekend: 1) ACA Subsidy Extension Incoming: The market isnt pricing in the impact yet but if subsidies are extended expect a 2030%+ spike. Oscars business is 7585% tied to ACA exchanges so any policy clarity or renewal directly boosts their revenue base and membership growth. 2) Trumps Plan surprisingly bullish: After digging into his latest post if this plan moves forward it could actually benefit $OSCR: More consumer choice" [X Link](https://x.com/anyuser/status/1987642928160755946) 2025-11-09T22:06Z [---] followers, 11.7K engagements "My long-term portfolio update: $TSLA 21% $SOFI 18% $HIMS 16% $AMD 13% $OSCR 10% $PLTR 6% $ZETA 5% $LMND 5% $NBIS 3% $PATH 3% Other account: $BMNR $OPEN $NVO $FUBO $JD Potential additions: $META & $DUOL $META trading at just 20x earnings with 25%+ revenue growth. $DUOL 136% revenue growth 82% FCF growth 30% margins" [X Link](https://x.com/anyuser/status/1987702633248039238) 2025-11-10T02:03Z [---] followers, [----] engagements "$OSCR is back under $15 and people are panic-selling over ACA headlines. Let me remind you: Investors dumped $HIMS at $20 over GLP-1 fears fast forward today $HIMS 100% from then. Heres what matters: even if $OSCR misses its [----] EPS goal of $2 by half and only hits $1 that still puts the stock at roughly 15x [----] EARNINGS for one of the fastest-growing insurers in the U.S. Trumps comments about potentially cutting ACA subsidies might shake weak hands but $OSCR has said multiple times that its growth DOESNT depend on the enhanced ACA. Profitability is already locked in for [----]. Whether the" [X Link](https://x.com/anyuser/status/1987950210459287920) 2025-11-10T18:27Z [---] followers, 17.6K engagements "$JD earnings could finally be the catalyst that wakes the market up. Back in [----] JD was trading at $33/share on roughly $18B in annual revenue. Fast forward to 2024: the stock is sitting at $31/share yet revenue has exploded to $161B. Thats nearly a 10x growth in revenue over the past decade with a lower share price. For [----] theyre expected to hit $175B in revenue continuing to scale one of the largest logistics and e-commerce networks in Asia. This stock is super undervalued here Analysts agree: the average price target is $45 a +41% upside and not a single one of the [--] analysts covering" [X Link](https://x.com/anyuser/status/1987954922688774279) 2025-11-10T18:46Z [---] followers, [----] engagements "$OPEN sold off nearly 25% after earnings and now its up 40% ever since. Goldman Sachs disclosed a 38.5M share stake giving them about 5% ownership. Thats a serious vote of confidence from Wall Street. JPMorgan added to the momentum with an $8 price target signaling belief in the companys turnaround. The new 50-year mortgage product is gaining traction too it expands affordability and brings more potential buyers into the market. But heres the biggest statement of allKaz personally bought over $1M worth of $OPEN shares. When a CEO buys $1M of their own companys stock on the open market thats" [X Link](https://x.com/anyuser/status/1988055580674576515) 2025-11-11T01:26Z [---] followers, [---] engagements "$PLTR just had one of its best quarters ever with revenue up sharply margins expanding and profitability accelerating across every segment. Government deals are growing commercial adoption is exploding and AIP demand is off the charts. Meanwhile Michael Burry thought it was a good idea to short $PLTR The street panicked and it dropped to 170$. The stocks already back near $196. At some point the valuation argument becomes noise. When a company beats expectations quarter after quarter raises guidance and keeps compounding free cash flow thats what real growth looks like. $PLTR isnt slowing" [X Link](https://x.com/anyuser/status/1988057256169189426) 2025-11-11T01:32Z [---] followers, [---] engagements "Live look at Stocker-Man with $OSCR being down 18% when profitability in [----] remains on track WITH or WITHOUT ACA subsidies" [X Link](https://x.com/anyuser/status/1988061056628097134) 2025-11-11T01:47Z [---] followers, [----] engagements "$NBIS just dropped an absolute blowout report. Lets break it down: $79B ARR projected by end of [----] thats way ahead of expectations $3B 5-year deal signed with $META just two months after the $17B partnership with $MSFT Core business hitting 19% Adj. EBITDA margin Sold-out capacity (AGAIN). Every new MW they bring online gets instantly taken. Power connected: 800MW 1GW Revenue came in a bit light ($146M vs. $155M est.) because they literally RAN OUT OF CAPACITY. Arkady Volozh (CEO) broke it down perfectly: Phase [--] secure land + power (1% of CapEx) Phase [--] build data centers (20%) Phase 3" [X Link](https://x.com/anyuser/status/1988326465079775335) 2025-11-11T19:22Z [---] followers, [----] engagements "$JD has been quietly consolidating in this zone for the last [--] months Earnings this Thursday could finally be the catalyst to break it out of this range. The stock is still trading around the same price levels as [----] yet yearly revenue has grown nearly 10x since then from $18B $175B expected in [----]. With margins improving costs coming down strong cash flow generation and a clean balance sheet hard to argue this isnt one of the most undervalued large-caps in the market right now. All eyes on $JD earnings Thursday" [X Link](https://x.com/anyuser/status/1988359557039497225) 2025-11-11T21:33Z [---] followers, [----] engagements "3 stocks Im taking advantage of on this dip: 1) $ZETA 17th straight beat-and-raise quarters. Revenue still compounding +2030% YoY free cash flow exploding and they just reaffirmed long-term guidance again. Athena + data moat + OpenAI partnership = one of the strongest operating stories in tech right now. Every dip has been a gift and this one is no different. 2) $OSCR People panic every time ACA headlines show up but Oscar has been crystal clear: profitability is coming in [----] with or without enhanced subsidies. Membership keeps climbing margins are improving MLR is stabilizing and guidance" [X Link](https://x.com/anyuser/status/1989137615598010533) 2025-11-14T01:05Z [---] followers, [---] engagements "Typically every weekend when I have a bit more time I pick one or two companies that are popular on X and I do a deep dive. Last weekend I dug into $DUOL & $META. This weekend $ASTS. $ASTS is building the first space-based cellular broadband network designed to work directly with normal smartphones no satellite phone no extra hardware. Their whole pitch is simple: connect the 5B+ people who still experience mobile dead zones by partnering with carriers like AT&T Vodafone Telefonica etc. Revenue model is carrier-driven they get paid per-user per-GB and through service agreements with major" [X Link](https://x.com/anyuser/status/1989832756252291560) 2025-11-15T23:07Z [---] followers, [----] engagements "After a ton of research I started a position in $NBIS at $112 before earnings. Im down 25% on it and honestly Im not worried at all. You cant time the market all this does is give me a perfect chance to DCA at these levels. I liked the stock at $112 and I like it even more at $83. Heres why: The revenue miss was because they literally ran out of capacity. Thats the best kind of miss you can have. Demand is overwhelming not weakening. Theyre guiding for $79B ARR by end of [----]. This is insane growth for a company trading at these levels. Added $META as a new hyperscaler customer with a" [X Link](https://x.com/anyuser/status/1989835619456225685) 2025-11-15T23:19Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TheStockerMan Stocker-Man
Stocker-Man posts on X about $oscr, $hims, growth, $zeta the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +1,912%
- [--] Month [-------] +373%
- [--] Months [-------] +680%
- [--] Year [-------] -14%
Mentions: [--] #
- [--] Week [--] +150%
- [--] Month [---] +112%
- [--] Months [---] +291%
- [--] Year [---] +68%
Followers: [---] #
- [--] Week [---] +19%
- [--] Month [---] +24%
- [--] Months [---] +98%
- [--] Year [---] +308%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #3854 finance 36.02% cryptocurrencies 20.5% technology brands 13.66% automotive brands 4.97% financial services 1.24% celebrities 1.24% fashion brands 1.24% countries 1.24%
Social topic influence $oscr #21, $hims #33, growth #361, $zeta #45, $sofi #56, in the 10.56%, $nbis #104, longterm #67, market 9.32%, strong 8.7%
Top accounts mentioned or mentioned by @investingmn @themomentumplay @theeteddyted @rbiancous @ashton1nvests @jakebrowatzke @uboat159 @grok @stevetuchner @fiststockstar @cameronboswell8 @tuftingpotion @juliansorel70 @simonki97967462 @spadan25 @hwangjunhoe @zerfindme @investingwithac @theronnievshow @egemenrfantosu1
Top assets mentioned Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) ZetaChain (ZETA) RAI Finance (SOFI) Nebius Group N.V. Class A Ordinary Shares (NBIS) Palantir Technologies Inc. (PLTR) Advanced Micro Devices (AMD) UnitedHealth Group (UNH) Opendoor Technologies Inc Common Stock (OPEN) fuboTV Inc. (FUBO) UiPath, Inc. (PATH) Novo-Nordisk (NVO) Duolingo, Inc. (DUOL) Lemonade, Inc. (LMND) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Metadium (META) Alphabet Inc Class A (GOOGL) BITMINE IMMERSION TECH (BMNR) SoFi Technologies, Inc. Common Stock (SOFI) Robinhood Markets, Inc. (HOOD) AbCellera Biologics Inc. (ABCL) Ondas Holdings Inc. Common Stock (ONDS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Lululemon Athletica Inc (LULU)
Top Social Posts
Top posts by engagements in the last [--] hours
"$DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+ daily active users One thing I really like about $DUOL is the lack of real competition. There isnt a single player even close to its scale not 2x not 5x not even 10x smaller and that user gap continues to widen. What makes this interesting is valuation versus progress. The stock is now trading below its [----] IPO price yet the company has completely transformed since then: Revenue grew from $251M to"
X Link 2026-02-11T01:07Z [---] followers, 56.4K engagements
"@stevetuchner With the amount they reinvest capex R&D credits theyre not writing huge tax checks anytime soon"
X Link 2026-02-12T16:30Z [---] followers, [---] engagements
"$LMND down 30% this month looks very interesting here to buy more shares. Especially when just weeks ago they said that once $TSLA FSD is fully active insurance prices could drop up to 50%. Thats not bearish for $LMND. It proves the whole thesis: insurance is data + risk modeling. $LMND can lower premiums because their cost structure scales with software. More customers does not mean more employees. Incumbents on the other hand cant just cut prices without crushing margins. Their models are still very human-heavy. If autonomy reduces accidents: Loss ratios improve Claims drop Pricing becomes"
X Link 2026-02-12T17:00Z [---] followers, [----] engagements
"FYI: $OSCR has been consolidating in an extended cup-and-handle since [----]. This is a long base and those tend to lead to the strongest breakouts. The setup looks primed to go. Whats happening today: Oscar Health is up +7% Today marks the final day for ACA enrollment in most states That matters because enrollment strength + subsidy clarity directly impacts: Revenue visibility Risk pool quality Margin outlook Policy backdrop (the real catalyst): The latest update on ACA subsidies was a proposed 3-year extension that passed the House but still needs to clear the Senate before reaching President"
X Link 2026-01-15T17:16Z [---] followers, [---] engagements
"BlackRock just bought 20M+ shares of $PATH increasing their position +57.39% to 39M+ shares. That puts $BLK at 8.6% ownership of $PATH getting very close to the 10% ownership limit. Now look at the fundamentals 👇 📊 Revenue grew from $892M (2022) to $1.55B (2025) 📈 +74% total revenue growth 📈 16% revenue CAGR 📉 Operating losses have collapsed from -$500M+ to near breakeven / positive So while: Revenue keeps making higher highs Operating leverage is clearly kicking in the stock is still trading BELOW where it was before last quarters solid earnings report. Institutions are positioning"
X Link 2026-01-23T19:37Z [---] followers, [----] engagements
"@RBiancoUS Yeah for sure 🤝 $ZETA AI angle + the execution has been super clean. $PLMR looks interesting too those earnings numbers are solid. Gonna check it out"
X Link 2026-01-25T21:17Z [---] followers, [---] engagements
"The whole market tanked today but my only green position was $HIMS +4% 🟢 This is literally the perfect setup for a big comeback. Sentiment at absolute bottom Short interest higher than ever Volume drying up the lower it goes Fundamentals still improving This is a prime example of how price action shapes the narrative. While everyones focused on the chart $HIMS just dropped their new Super Bowl ad: Rich People Live Longer. Looks like theyre pivoting away from being hyper-focused on GLP-1s toward a broader preventative healthcare message. Honestly Thats exactly what I wanted to see. Love it."
X Link 2026-01-29T21:35Z [---] followers, [---] engagements
"$SOFI Q4 [----] EARNINGS 🔥 $1.03B Revenue beat vs $982M est $0.13 EPS beat vs $0.12 est Adj. EBITDA $318M +60% YoY 13.7M Members +35% YoY $10.5B Total Originations +46% YoY $7.5B Personal Loan Originations +43% YoY This was a milestone quarter for SoFi Technologies: First time crossing $1B in quarterly revenue First time adding over 1M members in a single quarter Another great earnings print growth across revenue profitability and members all firing at once. l https://twitter.com/i/web/status/2017223136412909579 https://twitter.com/i/web/status/2017223136412909579"
X Link 2026-01-30T13:07Z [---] followers, [---] engagements
"$SOFI CEO Anthony Noto on NEW PRODUCTS (Earnings Call) Anthony Noto laid out a massive roadmap for SoFi Technologies heading into [----] and beyond: Expansion into crypto-backed lending giving members lower borrowing rates Launch of institutional crypto trading positioning SoFi as the first nationally licensed bank to offer it Stablecoin-based payments settlement and correspondent services Crypto card issuing and digital asset custody + infrastructure Real-time fiat digital asset conversion through SoFis exchange network 24/7 transaction settlement via a virtual ledger Guidance backs it up 👇"
X Link 2026-01-30T13:43Z [---] followers, [---] engagements
"$SOFI is quietly setting up a massive opportunity here. Just delivered a clean double beat: $1.03B revenue vs $982M est $0.13 EPS vs $0.12 est Fundamentals are accelerating yet the stock is selling off and drifting back into a major demand area right near the 200-DMA. That disconnect is exactly where the best risk/reward setups usually form. Weve seen this movie before with Robinhood Markets strong execution weak price action sentiment breaks then the trend flips and momentum takes over. When growth profitability and member expansion are all moving higher downside gets limited and upside"
X Link 2026-01-30T20:32Z [---] followers, [---] engagements
"$PLTR is giving you a preview of what $PATH can become. Software isnt dead non-AI software is. The future belongs to platforms that use AI to optimize how work actually gets done. Even Zuck has confirmed theyre now seeing real value from AI agents. And thats the key shift: 👉 Agents are starting to work. 👉 That unlocks entirely new products. 👉 And fundamentally changes how businesses operate. Hard not to be bullish. What $PATH is building with Maestro matters $PATH Maestro orchestrates swarms of AI agents to automate entire end-to-end business processes not just tasks. Think: Multiple"
X Link 2026-02-03T19:31Z [---] followers, [----] engagements
"People really selling $HIMS under 25$"
X Link 2026-02-03T21:05Z [---] followers, [----] engagements
"$PLTR -14% after an incredible quarter $AMD -16% after strong earnings $LMND -11% $NBIS -10% Zoom out. In [--] months no one will even remember this pullback. This is just noise inside a longer-term uptrend. If moves like this are stressing you out the issue isnt the market its the lack of conviction. Spend time learning investing fundamentals not chasing trades. Because if a routine drawdown shakes you a real market crash will wipe you out. https://twitter.com/i/web/status/2019118505925169604 https://twitter.com/i/web/status/2019118505925169604"
X Link 2026-02-04T18:38Z [---] followers, [---] engagements
"$HIMS just launched a Wegovy pill alternative at $49/month. Undercuts Novos branded pricing by $100/month Price steps up to $99 after the intro offer Cash-pay GLP-1 market is officially under real pricing pressure Andrew Dudum said: More choice on the platform is the best thing for customers everywhere. This is exactly the playbook: Own distribution control pricing expand access take share. $HIMS under $30 is an absolute gift. https://twitter.com/i/web/status/2019414968253272188 https://twitter.com/i/web/status/2019414968253272188"
X Link 2026-02-05T14:17Z [---] followers, [---] engagements
"$HIMS I might consider going all in here"
X Link 2026-02-06T00:24Z [---] followers, [---] engagements
"Ive managed to increase my $HIMS position by 50% this pullback Ive also heavily added to my $NBIS $SOFI & $ZETA positions. [--] months from now no one will remember this pullback"
X Link 2026-02-06T03:18Z [---] followers, [----] engagements
"@FistStockStar $HIMS is at an all time low sentiment. Bad news in a bear market will have a massive sell off effect"
X Link 2026-02-06T03:22Z [---] followers, [---] engagements
"FDA signals crackdown on non-approved compounded GLP-1s explicitly naming $HIMS. $HIMS is now under $20. Please dont confuse short-term regulatory noise with long-term platform value. Earnings in [--] weeks Super Bowl commercial this weekend Im not selling a single share. See you in [--] years. https://twitter.com/i/web/status/2019918236607754654 https://twitter.com/i/web/status/2019918236607754654"
X Link 2026-02-06T23:36Z [---] followers, [----] engagements
"FYI after [--] straight double beats and guidance raises + partnership with OpenAI $ZETA is down 30% from 52-week high"
X Link 2026-02-06T23:43Z [---] followers, [---] engagements
"@CameronBoswell8 @mikealfred Penny stock status 😭😭🙏🏻🙏🏻 Cmon brother"
X Link 2026-02-06T23:45Z [---] followers, [---] engagements
"$OSCR has been oddly quiet on X the last few weeks. The stock is just sitting at $12. $OSCR today: $1.5B cash $700M in free cash flow $2.9B market cap Read that again. Medical cost ratios are stabilizing. Cash keeps piling up. Execution keeps improving"
X Link 2026-02-06T23:56Z [---] followers, [----] engagements
"@RBiancoUS $ZETA to the moon"
X Link 2026-02-07T00:21Z [---] followers, [---] engagements
"@NetWorthNotes $ZETA $SOFI $NBIS and lots and lots of $HIMS"
X Link 2026-02-07T00:24Z [---] followers, [---] engagements
"@investingMN $OSCR membership is up 12000%+ since inception (2012) now serving 2M+ members real traction"
X Link 2026-02-07T00:43Z [---] followers, [---] engagements
"@investingMN $OSCR doesnt need ACA to survive. ACA makes [----] profitability easier not possible"
X Link 2026-02-07T00:59Z [---] followers, [---] engagements
"@TuftingPotion Like"
X Link 2026-02-07T15:40Z [---] followers, [--] engagements
"The healthcare sector is extremely underpriced right now $HIMS -64% from ATH $OSCR -60% from ATH $NVO -65% from ATH $UNH -55% from ATH Absolutely insane"
X Link 2026-02-07T18:55Z [---] followers, [----] engagements
"$HIMS The problem is the stock is now being priced entirely around weight loss and earnings will be judged the same way. I dont like that. The real vision was always clear to me: $HIMS should become the $NFLX of healthcare. In-house labs they manufacture their own products Higher margins Better unit economics Faster iteration Full control of the stack https://twitter.com/i/web/status/2020210464723005711 https://twitter.com/i/web/status/2020210464723005711"
X Link 2026-02-07T18:58Z [---] followers, [----] engagements
"Anything under 30$ is a great buy for $SOFI. I trust Anthony Noto. Hes been consistent for years: Build a profitable vertically integrated financial platform"
X Link 2026-02-07T19:03Z [---] followers, [---] engagements
"$HIMS is still my 4th largest position despite going from 65$ to sub 20$ My longterm thesis has not changed"
X Link 2026-02-07T19:13Z [---] followers, [----] engagements
"$OSCR ACA enhanced subsidy extension talks are basically dead. Subsidies have been expired since the end of [----] politics once again putting coverage for millions at risk. Frustrating but it is what it is. Although $OSCR already planned for this. Guidance was built assuming no extension and despite that theyre still set up for margin expansion in [----]. 12$ is really really cheap here https://twitter.com/i/web/status/2020251614393536853 https://twitter.com/i/web/status/2020251614393536853"
X Link 2026-02-07T21:41Z [---] followers, [----] engagements
"Id also like to mention that $OSCR isnt built around ACA subsidies the way people assume. Management already modeled no subsidy extension into guidance. Theyve tightened risk selection and pricing so unprofitable members arent chased just for growth. Their tech + care model lowers medical costs reducing reliance on subsidies. They exited bad markets and focus where unit economics work with or without ACA help. Subsidies help at the margin but for $OSCR theyre not existential. Thats the disconnect the market is missing. $OSCR ACA enhanced subsidy extension talks are basically dead. Subsidies"
X Link 2026-02-07T21:43Z [---] followers, [----] engagements
"@JulianSorel70 Alright bro 😭 These $HIMS bears are nuts lol"
X Link 2026-02-07T22:33Z [---] followers, [---] engagements
"@SimonKi97967462 No it just means that ive been heavily buying this $HIMS dip"
X Link 2026-02-07T22:56Z [---] followers, [--] engagements
"@themomentumplay Which biotech companies you like"
X Link 2026-02-08T11:18Z [---] followers, [--] engagements
"$OSCR Multi-year cup & handle forming while fundamentals keep improving. $1.5B cash $700M FCF $2.9B market cap. Markets still asleep"
X Link 2026-02-08T12:05Z [---] followers, [----] engagements
"@Ashton_1nvests Are you looking into $HIMS sub 20$ Ive been following your page for some time. Im also in $SOFI"
X Link 2026-02-08T15:49Z [---] followers, [---] engagements
"Anyone adding $PATH under $13 Strong earnings last quarter ran to $20 now back under $13. Mmm 🤔"
X Link 2026-02-08T16:34Z [---] followers, [----] engagements
"To my fellow $HIMS holders let me know how the commercial looks live 👀"
X Link 2026-02-08T23:13Z [---] followers, 14.6K engagements
"@spadan25 Go hawks and go $HIMS"
X Link 2026-02-08T23:57Z [---] followers, [---] engagements
"Alright lets break down $HIMS wild day 👀 Opens down 25% and the headline that spooked everyone: $NVO is asking the court to permanently prohibit $HIMS from selling unapproved compounded medications that allegedly infringe its patents. Heres my take Ive said this before and Ill say it again: I hate how $HIMS is still being viewed as a GLP-1-only story. Ironically if this worst-case scenario actually played out I think it would unlock the real value of the business not destroy it. It would force the market to finally re-rate $HIMS as what it actually is a broad vertically integrated digital"
X Link 2026-02-09T19:27Z [---] followers, [----] engagements
"I bought more $HIMS $ZETA and $NBIS this morning. All [--] at a ridiculous price rn"
X Link 2026-02-10T14:48Z [---] followers, [----] engagements
"Will $HIMS finally close green today Down 46% this month. Sentiment at rock bottom. Novo lawsuit noise everywhere. $HIMS bears we going to $10 ✌🏻😭"
X Link 2026-02-11T19:27Z [---] followers, [---] engagements
"@themomentumplay Do you like $ABCL"
X Link 2026-02-08T09:53Z [---] followers, [---] engagements
"$NBIS now up 26% from its lows last week I think $NBIS under 100$ remains a strong buy. Earnings in [--] days"
X Link 2026-02-09T19:19Z [---] followers, [---] engagements
"$OSCR The low end of managements operating income target this year implies just 1% operating margin. For context Mark Bertolini has said that 2.5% net margins can support 0.5x sales in the insurance industry. If $OSCR gets to 2.5% net margin in [----] the stock nearly triples even assuming muted top-line growth. Meanwhile Members up 70% YoY to 3.4M Shares +10% And then they drop this absolute bomb 👇 FULL-YEAR [----] GUIDANCE Revenue: $18.7$19.0B (vs $12.8B Street) MLR: 82.4%83.4% SG&A: 15.8%16.3% Operating Income: $250M$450M Wow Incredible guidance."
X Link 2026-02-10T14:33Z [---] followers, [----] engagements
"$OSCR This is not a 14$ stock"
X Link 2026-02-10T14:35Z [---] followers, [----] engagements
"Every piece of bad news is already priced into $HIMS. Down 73% from ATH. Earnings in [--] weeks"
X Link 2026-02-10T21:08Z [---] followers, [----] engagements
"@jim_murtagh8 After a monster guidance you can still buy it at 13$. Crazy"
X Link 2026-02-10T21:30Z [---] followers, [--] engagements
"@HwangJunhoe I agree Wait until earnings. Although $HIMS is offering an extreme opportunity after this sell off"
X Link 2026-02-12T00:47Z [---] followers, [---] engagements
"@longinvest32 Matt how you feel about $HIMS earnings coming up"
X Link 2026-02-12T00:48Z [---] followers, [---] engagements
"@Leo_Traydes I read this as [--] shares Not 5K shares 😭😭🙏🏻🙏🏻"
X Link 2026-02-12T00:52Z [---] followers, [---] engagements
"@WheelieInvestor When will you stop trolling $HIMS 😭🙏🏻"
X Link 2026-02-12T01:06Z [---] followers, [---] engagements
"@Ashton_1nvests @jakebrowatzke $HIMS down 75% from ATH yet fundamentals are improving"
X Link 2026-02-12T03:03Z [---] followers, [---] engagements
"@Zerfindme Whats different"
X Link 2026-02-12T04:01Z [---] followers, [--] engagements
"Here are my end-of-2026 price targets for a few stocks I own (pinning this): $HIMS $90 With 2.5M+ subs today international expansion starting in [----] personalized therapeutics growing fast and margins continuing to climb. $SOFI $50 Continues to expand its product stack grow deposits lower COF and push toward 2030% EBITDA margins long term. $OSCR $45 Profitability in [----] ACA subsidy stability massive revenue base and the CEO openly targeting a $45$55 valuation. A 1x sales multiple on [----] numbers gets you there easily. $ZETA $35 Zeta keeps raising guidance Marigold adds fuel Athena becomes"
X Link 2025-11-28T17:08Z [---] followers, [----] engagements
"$OSCR members: 2024: 1.68M 2025: 2.12M 2026: 3.4M Thats 102% growth in just two years. From [----] [----] alone: +60% YoY. $OSCR is growing at a record pace and just raised [----] revenue guidance by $5$6B. Management is openly talking about profitability and margin expansion. Yet the stock is below $14. People loved it at $18. Now its $14 with monster [----] guidance on the table. https://twitter.com/i/web/status/2021320305361219989 https://twitter.com/i/web/status/2021320305361219989"
X Link 2026-02-10T20:28Z [---] followers, [----] engagements
"@investingwithac Ive been holding $OSCR for a year now Not selling a single share till my 45$ price target is met And its coming soon"
X Link 2026-02-10T21:04Z [---] followers, [---] engagements
"I think $SOFI offers way more upside than $HOOD from here $SOFI feels undervalued relative to where fundamentals are heading"
X Link 2026-02-11T01:11Z [---] followers, 11.3K engagements
"@jakebrowatzke Ive been following you for quite some time LONG $HIMS $PATH 🔥🤝"
X Link 2026-02-11T03:42Z [---] followers, [----] engagements
"@uboat159 I love $ZETA. Also really like $AMZN at this price"
X Link 2026-02-11T13:18Z [---] followers, [---] engagements
"$DUOL Now down another 7% today I might be starting a small position here at this price. Oversold imo. $DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+ daily active users One thing I really like about $DUOL is the lack of real https://t.co/jyK4OzCbhW $DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+"
X Link 2026-02-11T15:27Z [---] followers, [----] engagements
"$PATH down 10% today now under $12. Last quarter they reported solid earnings with continued operating margin improvement. The business is clearly moving toward sustained profitability. Operating losses have narrowed dramatically since [----] and margins have steadily expanded quarter after quarter. Thats what an inflection looks like. Stock is down 30% this month but fundamentals are trending the opposite direction. Earnings coming soon and this will be one of the first real looks at Maestros impact. If revenue re-accelerates while margins keep improving sentiment flips fast. Under $12 looks"
X Link 2026-02-11T18:18Z [---] followers, [----] engagements
"Am I biased because I own them or are these actually undervalued here Last month: $SOFI (-25%) $ZETA (-22%) $OSCR (-23%) $PATH (-28%) $HIMS (-46%) Stocks down big yet the fundamentals are improving $SOFI 7M+ members still growing double digits Record deposits GAAP profitable and expanding financial services $ZETA [--] straight double beats + raises 30%+ EBITDA margins Net dollar retention 110%+ Revenue still growing 20%+ $OSCR 3.4M members (+70% YoY) [----] revenue guide: $18.719B $1.5B cash Market cap $2.9B Targeting $250450M operating income $PATH 16% revenue growth last quarter"
X Link 2026-02-11T19:24Z [---] followers, [----] engagements
"$SOFI Are we basically just waiting for S&P [---] inclusion Trading under 21$ after yet another monster earnings doesnt make sense. $SOFI 🚨BREAKING NEWS🚨 SOFI is trading at $21👀 https://t.co/4D529MYxfA $SOFI 🚨BREAKING NEWS🚨 SOFI is trading at $21👀 https://t.co/4D529MYxfA"
X Link 2026-02-11T19:29Z [---] followers, [----] engagements
"$AMZN is my favorite Mag [--] at this price (besides $TSLA still think thats a $10T company in the making). I really liked $GOOG at $165 when everyone was bored with it it went on to nearly 2x toward ATHs around $344. Now Im looking at $AMZN the same way. Forward P/E: 2526x PEG: [---] AWS projected growth: 30%+ Gross margins: 50% and expanding Revenue: still compounding double-digits People forget this is no longer just retail. Its: AWS High-margin advertising Prime ecosystem lock-in Logistics network no one can replicate Operating leverage is kicking in. Cost discipline is better. AI tailwinds"
X Link 2026-02-12T00:08Z [---] followers, 11K engagements
"Ive been adding a lot of $NBIS last few weeks under 100$ Earnings tomorrow. How do we feel"
X Link 2026-02-12T00:09Z [---] followers, [---] engagements
"Its actually crazy looking back at this. On the left: my portfolio at [--] years old. Brand new to investing. 17% in $DIS. 7% in $VZ. 7% in $RY. Stacking safe dividend stocks paying me literal dollars 😭 I thought yield = smart investing. Fast forward [--] years After really learning how to read balance sheets income statements cash flow margins operating leverage dilution guidance and understanding what actually drives long-term equity returns my portfolio looks completely different. Now its concentrated. High conviction and growth built around businesses Ive actually studied deeply. My other 8%:"
X Link 2026-02-12T00:30Z [---] followers, [----] engagements
"$DUOL MAUs and DAUs are literally exploding higher every single year. MAUs: 27M 135M+ DAUs: 5M 50M+ And people are scared that AI is going to replace it We saw this exact same fear trade with $GOOG around the $160 range. Everyone thought OpenAI was going to destroy Googles search dominance overnight. What happened The stock rallied over 100% in the past year. AI didnt kill Google. It strengthened the ecosystem. Same thing here. $DUOL is integrating AI into the product not fighting it. More personalization better retention higher engagement. User growth accelerating + strong margins + zero"
X Link 2026-02-12T00:56Z [---] followers, [----] engagements
"$NBIS earnings were exactly what I wanted to see. [----] ARR: $90M [----] ARR: $1.25B [----] ARR guidance: $8B Thats 7x YoY ARR growth. Revenue going from $530M in [----] to expected $33.4B in [----]. And theyre guiding 40% EBITDA margins at scale. This isnt demand constrained. Its capacity constrained which we already knew. Theyre raising contracted power to 3.0GW and expanding sites aggressively. Execution has been flawless. CapEx this year: $1620B. 60% of that already secured / covered by cash flow. That kills the how will they fund it argument. Halfway through this year I wouldnt be surprised if"
X Link 2026-02-12T14:23Z [---] followers, [----] engagements
"$NBIS will finish green today. Capacity constrained. Not demand constrained"
X Link 2026-02-12T14:28Z [---] followers, [---] engagements
"@keyurthakkar007 makes sense. $NVDA already had the monster run. $AMZN risk/reward just looks cleaner here"
X Link 2026-02-12T16:31Z [---] followers, [---] engagements
"$HIMS dropped almost 70%. So lets actually break down what happened over the last [--] months. First the market boxed $HIMS into one narrative: GLP-1 stock. GLP-1 brought insane attention and revenue acceleration. Growth sped up. Numbers looked insane and the stock ran up. And with that run a different type of shareholder came in. A lot of people werent buying a long-term healthcare platform. They were BUYING the GLP-1 wave. So when the $NVO lawsuit headlines hit and the compounding noise started spreading nobody stuck around to dissect the details. They just sold. And once that selloff started"
X Link 2026-02-12T19:25Z [---] followers, 18K engagements
"Fear-driven markets should excite you just as much as bull markets. If your long-term thesis hasnt changed but the stock is down 2050% its an opportunity. Past month: $HIMS (-51%) $LMND (-28%) $NBIS (-16%) $OSCR (-22%) $SOFI (-27%) $PATH (-35%) $ZETA (-38%) Did their platforms disappear Did growth suddenly go to zero Did their markets shrink overnight Or did sentiment just flip Fear-driven markets build real wealth if your conviction is based on fundamentals and not price action. https://twitter.com/i/web/status/2022065510079254973 https://twitter.com/i/web/status/2022065510079254973"
X Link 2026-02-12T21:49Z [---] followers, [----] engagements
"You really think the market is valuing $TSLA like a traditional car company Its not trading on cars sold average margin. Its trading on: Autonomy (FSD) Energy storage AI Robotics If you value it like Ford yeah the PE looks insane. If even one of those verticals scales the way bulls expect todays valuation wont look crazy in hindsight. https://twitter.com/i/web/status/2022066041614979204 https://twitter.com/i/web/status/2022066041614979204"
X Link 2026-02-12T21:51Z [---] followers, [--] engagements
"$HIMS down 70% from ATH sentiment absolutely destroyed. Now this drops: $HIMS RETREAT FROM GLP-1 PILL MAY SHIELD IT FROM DOJ ACTION Trump administration could have pursued injunction or fines Attorney James Boiani (Epstein Becker & Green) said $HIMS quick retreat may eliminate the case or controversy needed for DOJ to act Stock up 5% today. It was already deeply oversold. Everyone priced in worst-case legal disaster. Now if that overhang fades Sentiment can flip fast. And remember the long-term thesis was never just one GLP-1 pill. Platform. Subscriptions. Multiple verticals. Recurring"
X Link 2026-02-13T14:53Z [---] followers, [----] engagements
"$NBIS [----] guidance is actually ridiculous. Look at this progression: [----] ARR: $90M [----] ARR: $1.25B (14x YoY) [----] guidance: $7B$9B ARR (7x YoY) From $90M potentially $9B in two years. Thats hyper-scale. And this is exactly what Ive been saying in my previous $NBIS posts the market is still underestimating how fast this platform is compounding. This isnt just revenue growth this is enterprise adoption accelerating at a pace most people cant even model properly. When ARR starts jumping in multi-billion increments valuation frameworks break. Up 11% today and honestly If they execute anywhere"
X Link 2026-02-13T16:27Z [---] followers, [----] engagements
"$ZETA is breaking out and looks poised for an even bigger run than what we saw with $HIMS. With a rapidly growing AI-driven platform 35% YoY revenue growth and an impressive 69% free cash flow margin the fundamentals are lining up perfectly. The market is still sleeping on this name but not for long $ZETA is significantly undervalued at current levels. A move toward $35+ is on the horizon as investors start to recognize the strength behind the numbers and the long-term potential. Last quarter $ZETA delivered $194M in revenue (up 27% YoY) beating expectations yet again. Their scaled customer"
X Link 2025-08-07T10:00Z [---] followers, [---] engagements
"@YodaStockInvest 20% $HIMS 15% $TSLA 15% $SOFI 10% $AMD 10% $OSCR 10% $PLTR 5% $AMZN 5% $ZETA 5% $LMND and 5% $GOOG"
X Link 2025-08-07T12:08Z [---] followers, [---] engagements
"Ill say this again: $UNH and $NVO are mispriced right now. I started positions in both and have been accumulating on the dips $UNH: Valuation doesnt reflect the scale cash flow and long-term defensive strength of this business. $NVO: Market overreacted to short-term supply headlines and demand for GLP-1s is global durable and just getting started. Both are trading below what the fundamentals justify"
X Link 2025-08-07T14:13Z [---] followers, [----] engagements
"@Ashton_1nvests Im [--] and honestly barely keep anything in my chequings either. Luckily most of my bills are still covered by my parents which gives me a great opportunity to invest nearly 50% of my paycheck straight into the market. Taking full advantage while I can"
X Link 2025-08-07T15:02Z [---] followers, [---] engagements
"My End-of-Year [----] Price Targets for some stocks I own 🧠📈 Built on conviction fundamentals and momentum. Lets revisit this in December: $HIMS $70 $SOFI $35 $ZETA $32 $OSCR $25 $AMD $250 Some of these are bold but I dont invest in average I invest in asymmetric upside. What do you guys think"
X Link 2025-08-07T20:36Z [---] followers, [---] engagements
"My younger sister (20 years old) has been working the last [--] years and saved up most of her money. But when she told me she was keeping all of it in her chequing account earning zero interest I nearly lost it. I told her Id help. I opened an account and started investing for her on April 14th. Just a few months later the portfolio is up 43.88%. I currently hold $AMD $AMZN $HIMS $OSCR $TSLA & $ZETA in her account"
X Link 2025-08-08T15:21Z [---] followers, [---] engagements
"Last [--] days: $OSCR +13.70% $ZETA +27.10%"
X Link 2025-08-08T16:15Z [---] followers, [---] engagements
"I see a lot of young investors (2025 years old) putting most of their portfolio into $VOO and $SPY. Im not saying these are bad investments far from it. Theyre diversified low-risk and almost guarantee steady long-term returns. But at this age time is your biggest asset. You can take on more risk. Thats why I believe growth stocks are the way to go early on because the upside potential over a decade can far outweigh the slow compounding of index funds.A few high-conviction winners in your 20s can set you up for life. Let me break it down: YTD returns: $SPY +8.72% $VOO +8.71% Some notable"
X Link 2025-08-09T14:37Z [---] followers, [---] engagements
"@TheRonnieVShow $OSCR is on its way to 20$ by end of August So green 😅"
X Link 2025-08-11T11:51Z [---] followers, [---] engagements
"I called the bottom on $OSCR at 12-13$ now its on its way to 20$+. I called the bottom on $ZETA at 15-16$ now its on its way to 32$+. $OSCR is sitting on $3.6B cash raised full-year guidance to $12B and medical loss ratios will keep improving. $ZETA just printed 25%+ YoY revenue growth with improving margins the AI-driven ad platform is scaling fast. I also believe $NVO and $UNH are trading around their bottoms. $NVO has seen 30%+ revenue growth in its obesity/diabetes portfolio and is expanding production capacity to meet unprecedented demand. $UNH is the largest U.S. health insurer with"
X Link 2025-08-11T11:57Z [---] followers, [---] engagements
"@TheLongInvest I hope everybody loaded up in the 12-14$ range It was there for weeks 🤝"
X Link 2025-08-11T13:47Z [---] followers, [----] engagements
"Just added more $UNH. The V-shape recovery is setting up perfectly and I believe this name will return to all-time highs within [--] years. Strong fundamentals oversold levels and a massive runway ahead"
X Link 2025-08-13T16:52Z [---] followers, [----] engagements
"Patiently waiting for the $OSCR breakout ive been calling since 12$ You know its serious when your dad invested in $OSCR because of how much I glaze this stock"
X Link 2025-08-14T01:25Z [---] followers, [----] engagements
"If you missed $UNH at $235$ The next two big setups are right here. $OSCR and $ZETA are both primed for explosive upside with the potential to rally 200300% in the next 1-2 years. $OSCR Sitting on over $3.6B in cash reaffirmed $12B+ in [----] revenue guidance profitable on an adjusted EBITDA basis and trading at a fraction of its historical P/S multiple. $ZETA Delivered 25% YoY revenue growth last quarter guiding for $1.3B+ in [----] revenue expanding adjusted EBITDA margins and running a $200M buyback (5% of market cap)"
X Link 2025-08-15T16:31Z [---] followers, [---] engagements
"Theres a lot of good long-term companies currently trading at discounted prices 👇 $SOFI $22.52 Revenue growth 35% YoY 93% over [--] years Recently raised $1.5B to strengthen balance sheet Scalable fintech platform with 7M+ members $OSCR $15.27 Revenue growth 48% last quarter Price-to-Sales only [---] (well below industry avg) Tech-driven health insurance platform with big runway $HIMS $43.38 Strong ROE at 41.9% Margins and efficiency consistently improving Fast-growing digital health platform with huge TAM $ZETA $18.17 Leading AI-driven marketing platform Consistent revenue growth with improving"
X Link 2025-08-20T22:00Z [---] followers, [---] engagements
"It wont be for long that $HIMS stays under $45 and $OSCR under $16. 📊 $HIMS just printed another quarter of record growth revenue up 45% YoY with paid subscribers now at over 1.9M and free cash flow turning positive. Margins continue to expand quarter after quarter. 📊 $OSCR is sitting on $3.6B in cash reaffirmed $12B+ in full-year revenue guidance and just posted a big earnings beat. Management raised guidance again and highlighted accelerating AI adoption across their platform. Both are massively undervalued compared to peers. 🚀"
X Link 2025-08-21T17:10Z [---] followers, [---] engagements
"Is this the catalyst we need to send $OSCR past 20$ 🚨 BREAKING: US JUDGE PAUSES CHANGES TO FEDERAL HEALTH INSURANCE MARKETPLACE $OSCR SHORT SQUEEZE WILL BE HISTORIC 🔥🔥 https://t.co/niJLKzSVvL 🚨 BREAKING: US JUDGE PAUSES CHANGES TO FEDERAL HEALTH INSURANCE MARKETPLACE $OSCR SHORT SQUEEZE WILL BE HISTORIC 🔥🔥 https://t.co/niJLKzSVvL"
X Link 2025-08-22T19:55Z [---] followers, [----] engagements
"I said at the start of the month that $OPEN would hit $5 by end of August here we are 👀 Now debating if I should trim some profits here and rotate into $HIMS at these levels. $HIMS looks insanely discounted right now: Revenue up +45% YoY in Q1 [----] Net income positive with improving cash flow & margins 1.8M+ subscribers and still accelerating growth With this trajectory I see $100+ as inevitable over the next [----] months if execution continues"
X Link 2025-08-23T17:47Z [---] followers, [---] engagements
"Trimmed some profits from $OPEN after the big run 📈 and rotated into $HIMS at these levels. $HIMS is still massively undervalued in my eyes: Q2 [----] Revenue: $306M (+46% YoY) Gross Margin: 84% (expanding YoY) Cash & Equivalents: $275M+ Free Cash Flow: $41M positive up from negative just two years ago The growth story here is just beginning"
X Link 2025-08-25T18:02Z [---] followers, [---] engagements
"Ive been getting a lot of texts from close friends I persuaded to invest in $OSCR asking any news so heres the run down: The big drag on the entire healthcare sector recently was the uncertainty around ACA subsidies. That fear forced almost every major health insurer to slash their guidance this quarter. But while peers were cutting $OSCR did the exact opposite they raised their full-year guidance. Thats a massive divergence and tells you a lot about the underlying strength of their business. From a technical standpoint that was the bottom for $OSCR in the $1213 range. All the bad news was"
X Link 2025-08-30T16:16Z [---] followers, [----] engagements
"Updated long-term portfolio holdings: $SOFI 18% $TSLA 17% $HIMS 17% $AMD 11% $OSCR 11% $UNH 9% $PLTR 9% $ZETA 5% $LMND 3% Other account I hold: $OPEN $ONDS $DUOL $NVO $TTD Watchlist: $ABCL $ASTS $NBIS"
X Link 2025-09-02T02:00Z [---] followers, [----] engagements
"I just bought $FUBO today Current price sitting around $3.74 with 13M shares traded today. Why I like it here as a short-term trade: Merger catalyst: Disneys Hulu + Live TV and Fubo are merging expected to close between Oct [----] Mar [----]. This will create a much stronger vMVPD player under the Fubo name. Regulatory watch: DOJ review is the last big hurdle. Once cleared most of the deal risk fades and upside is in play. Momentum: Stock is already up +180% YTD and still has room to run if the merger goes through. Fundamentals improving: [----] revenue grew 19% to $1.58B subs at 1.67M and EBITDA"
X Link 2025-09-02T17:52Z [---] followers, [----] engagements
"$OSCR CEO Mark Bertolini just said: There is strong momentum around subsidies getting extended. If enhanced subsidies were to get extended it would most likely be in the budget resolution. We are optimistic something gets done with an extension to subsidies. This is exactly the type of confirmation the market wanted to hear. Subsidies are the single biggest overhang on health insurers right now if extended it removes uncertainty and sets up $OSCR for another leg higher. The fact the CEO is openly optimistic shows how much confidence they have in the outcome. Pair that with their raised"
X Link 2025-09-03T14:48Z [---] followers, [----] engagements
"Last month I said here are [--] high-conviction stock price predictions for the end of August: $ZETA 22$ $OSCR 20$ $OPEN 5$ Results: $OPEN hit 5$ $OSCR closed 17.58$ $ZETA reached 20.38$ Lets try this again. My high-conviction stock price predictions for the end of September: $HIMS 60$ $OSCR 22$ $UNH 350$ I also think well get clearer news on the ACA subsidies this month which could be a strong rallying catalyst for both $UNH and $OSCR"
X Link 2025-09-03T16:16Z [---] followers, [----] engagements
"$OSCR is breaking out and its clear this move will be a 200-300% rally in 1-2 years Ive been accumulating $OSCR in the 12-15$ range and its already up nearly 30%. 📊 Last quarter revenue up 48% YoY guidance raised by $1B and profitability expected next year. 📊 Short interest still 25%+ which fuels the squeeze potential. Anything under $20 remains a generational buy. $32+ incoming very soon. $HIMS is setting up for its own massive breakout. My average is sub $25 and I still love this company moving forward. 📊 Q2 revenue up 45% YoY to over $300M+ with [--] straight quarters of growth. 📊"
X Link 2025-09-04T17:24Z [---] followers, [---] engagements
"My original prediction for $OSCR end of month was very low at $22 This stock can easily fly past $25 sooner rather than later. Positive ACA subsidy news will send $OSCR soaring 🚀 Still extremely undervalued at these levels. Last month I said here are [--] high-conviction stock price predictions for the end of August: $ZETA 22$ $OSCR 20$ $OPEN 5$ Results: $OPEN hit 5$ $OSCR closed 17.58$ $ZETA reached 20.38$ Lets try this again. My high-conviction stock price predictions for the end of Last month I said here are [--] high-conviction stock price predictions for the end of August: $ZETA 22$ $OSCR 20$"
X Link 2025-09-05T16:59Z [---] followers, [---] engagements
"I am now up +180% on my $OPEN position Ive been steadily trimming profits and adding to my $ZETA and $HIMS positions. 🚀"
X Link 2025-09-08T13:52Z [---] followers, [---] engagements
"🚨 $HIMS on the brink of a breakout 🚨 In [----] Hims & Hers will expand its category offerings with the launch of an exclusive branded oral testosterone through a collaboration with Marius Pharmaceuticals a leader in testosterone therapy innovation. Huge TAM unlock here. Ive been buying heavy under $45 and keep adding on every dip. Long term I love this companys growth trajectory. 📊 Stats: Q2 revenue up 45% YoY to $324M 📈 [--] consecutive quarters of growth Over 1.7M subscribers and climbing fast EBITDA positive and margins expanding Healthcare + consumer brand execution = rocket fuel. 🚀"
X Link 2025-09-10T13:48Z [---] followers, [---] engagements
"Following up on my post this move might change everything for $OPEN 👀 They just named Kaz Nejatian (ex-Shopify COO) as CEO. I really like this for a few reasons: Track record at $SHOP: helped scale one of the most successful tech platforms of the last decade. He knows how to build & scale operations at global level. Tech + real estate fusion: $OPEN isnt just housing its a technology platform for buying & selling homes. Kazs experience at Shopify aligns perfectly with making $OPEN a seamless consumer-first marketplace. Efficiency mindset: At Shopify he led product & operations with a focus on"
X Link 2025-09-10T22:58Z [---] followers, [---] engagements
"just sold my entire position of $ONDS after a 215% rally Rolled all the profits into $BMNR. Why Im Moving Into BMNR: BMNRs recent technicals look strong: price gaining in recent days strong risingtrend support. Volume is increasing on price upticks which is always a positive confirmation. Fundamental growth is very impressive: its revenue growth over the last [--] months is extremely high. The company is pivoting with crypto strategy (especially around ETH holdings) that could give asymmetric upside if crypto enters another growth phase"
X Link 2025-09-11T17:27Z [---] followers, [----] engagements
"If you missed out on $UNH sub 260$ dont worry. $NVO is still offering a ton of value at these levels and I strongly believe its heading to $80+ 🚀 Heres why: Trading around $54$ well below fair value estimates Forward P/E [--] cheap compared to peers in pharma/biotech Massive profitability: ROE 79% ROIC 42% Strong pipeline in obesity & diabetes treatments (GLP-1 dominance) Technicals showing signs of bottoming in the mid-40s/50s range Re-rating to peer multiples would easily justify $70-80+ Sometimes the best opportunities come after the selloff"
X Link 2025-09-11T17:32Z [---] followers, [---] engagements
"🚀 $ZETA is up 10% and I believe its on the cusp of breaking out to $32+. This setup reminds me a lot of $OSCR recent rally from $15 $20+ in just a few weeks. Heres why: Revenue last quarter grew +24% YoY to $224M. Gross margin expanded to 79% showing stronger efficiency. Guidance was raised for FY25 with expected revenue of $950M$970M. Buybacks of $150M showing confidence from management. Current P/S sits at just 4.2x still well below sector peers. Momentum + fundamentals lining up $ZETA looks primed for the next leg higher"
X Link 2025-09-11T23:06Z [---] followers, [---] engagements
"🚀 $AMD is down nearly 10% over the past month and I see this as an attractive entry point: Q2 revenue: $5.84B up 8% YoY Data center sales: +115% YoY now their fastest-growing segment Gross margins steady at 52% Strong net cash position supports R&D and expansion The big catalyst: AMD just launched its MI325X chips with the MI400 series coming in [----]. These are designed to go head-to-head with $NVDA in AI data centers one of the fastest-growing markets today. At around 11x forward sales $AMD trades well below $NVDA despite similar AI exposure. To me this dip sets up the next leg higher."
X Link 2025-09-12T15:59Z [---] followers, [---] engagements
"$LULU is on my radar Im looking to open a position Monday. Why Because right now $LULU looks like one of the most asymmetric setups in retail: Balance sheet: zero debt + $1.3B in cash gives them flexibility most retailers dream about. Profitability: 42% ROE gross margins consistently in the high 50s. Growth: revenue CAGR of 20% over the last [--] years with 680+ stores worldwide and a fast-growing DTC channel (45% of sales). Valuation: trading at its cheapest multiple in years despite fundamentals holding strong. Even Michael Burry has been building a position here. I see [----] shaping up for a"
X Link 2025-09-13T17:47Z [---] followers, [----] engagements
"I bought $JD this week and heres why: $JD has been consolidating for 6+ months building one of the strongest bases Ive seen. Technicals are lining up for a massive breakout RSI curling up golden cross forming and volume support holding. Fundamentals back it up: - $27B in cash on hand - 22% YoY revenue growth - Trading at just a 12x P/E extremely undervalued compared to peers Balance sheet strength + consistent double-digit revenue growth = perfect setup for a rerating. This has all the makings of $JD largest breakout in years"
X Link 2025-09-13T23:44Z [---] followers, [----] engagements
"As I mentioned over the weekend I bought $LULU this morning as planned. Zero debt on the balance sheet $1.3B in cash on hand 42% ROE sustained over the past year Trading at just 19x forward earnings despite strong growth This looks like one of the cleanest setups Ive seen for $LULU in a while. Long-term compounding machine Im happy to build my position here"
X Link 2025-09-15T16:42Z [---] followers, [----] engagements
"$HIMS under $55 feels like the last gift the market will hand out. The entire healthcare sector is still trading at depressed valuations despite being one of the strongest long-term growth engines. Thats why nearly 40% of my long-term portfolio is sitting in healthcare with positions in $HIMS $NVO $UNH and $OSCR all of which I believe will lead the sectors next rally. $HIMS specifically keeps proving itself quarter after quarter: Q2 revenue: $310M up 35% YoY Gross margins above 77% Over 1.8M subscribers & growing double-digits every quarter Zero debt $400M+ cash Smart money knows this"
X Link 2025-09-16T00:11Z [---] followers, [---] engagements
"After his latest purchase Elon Musk now holds [---------] shares of $TSLA 🚀 Thats $169.5 BILLION worth of Tesla stock. $TSLA up 85% YTD EPS growth +34% YoY Revenue surpassing $100B annually Market cap pushing past $1.3T Elon isnt just holding hes doubling down. If the CEO himself is this convicted imagine where we go from here. 🔥 $TSLA is set to retest ATHs and push toward $500+ the most asymmetric bet in the market"
X Link 2025-09-16T01:33Z [---] followers, [---] engagements
"$OSCR announces new convertible notes offering to fund growth & expansion. Stock is down 3.6% AH. heres why: Traders instantly panic at the word dilution Some think raising money = weakness Algorithms & short-term players dump on the headline But the reality is: This raise gives $OSCR fresh capital to expand strengthen the balance sheet and fuel growth Institutions usually step into these offerings a sign of confidence Long-term outlook hasnt changed if anything its stronger Ive said it before sub $15 was a gift. This dip is just another setup before $OSCR rips toward $45+"
X Link 2025-09-16T03:01Z [---] followers, [---] engagements
"Following up on my earlier post I was in: $SOFI at 8.20$ $HIMS at 22.42$ $PLTR at 14.76$ $LMND at 28.14$ All +100% gains. And Im confident $OSCR will be my next multibagger alongside $AMD. $OSCR has solid management strong execution and has given positive guidance. The worst is already priced in with the ACA subsidy fears thats why I keep adding on every dip"
X Link 2025-09-16T16:28Z [---] followers, [---] engagements
"$JD is gearing up for a major breakout 🚀 I mentioned here last week that I started buying $JD . conviction remains strong. With $27B cash on hand 22% YoY revenue growth trading at only a 12x P/E this is one of the most undervalued large-caps in the market. Chart looks primed after months of consolidation and I see this running to $70+ sooner rather than later"
X Link 2025-09-17T12:58Z [---] followers, [---] engagements
"It only takes one headline about ACA extensions and $OSCR rips +30% ACA subsidies news is coming soon and when it hits youll want to be in. +30$ soon"
X Link 2025-09-19T03:23Z [---] followers, [---] engagements
"HOLD $UNH & $OSCR until the ACA subsidy news. Selling either before the announcement would be a huge mistake. $UNH: $111.6B revenue last quarter (+$12.8B YoY) cash-flow giant at $340. $OSCR: trading around $19 extremely sensitive to ACA headlines. One policy move could send it flying. The ACA decision will move the healthcare sector. Dont get shaken out early"
X Link 2025-09-22T16:43Z [---] followers, [---] engagements
"$OSCR at 18s is the new $13. With ACA subsidies news lingering I just dont see this going under $15 anymore. One headline and this is a $23+ stock instantly"
X Link 2025-09-30T19:19Z [---] followers, [---] engagements
"Im buying more $FUBO tomorrow. On September 30th shareholders officially approved the merger deal a major step forward that now just awaits DOJ approval which could come very soon. Even without the merger catalyst $FUBO looks deeply undervalued: Revenue up +24% YoY last quarter ARPU growing steadily Operating loss shrinking by over 30% YoY Trading at less than 1x sales far below sector peers Once the DOJ gives the green light this could easily re-rate toward fair value"
X Link 2025-10-14T03:48Z [---] followers, [----] engagements
"@skywalker90210 6$ imo. Still way too cheap $FUBO trading at under 1x forward sales while peers in streaming/sports entertainment trade between 23x with 20%+ YoY revenue growth improving ad margins + DOJ catalyst ahead"
X Link 2025-10-14T18:12Z [---] followers, [---] engagements
"ACA subsidy news is very close But even without it $OSCR is still extremely undervalued under $21/share. Theyve raised guidance showing confidence in their growth and profitability path. Revenue is up 44% YoY membership growth continues double digits and their medical loss ratio should be improving every quarter. Sitting on over $3B in cash with a market cap barely above that. Fundamentals alone justify a much higher valuation the ACA catalyst is just the bonus"
X Link 2025-10-14T18:26Z [---] followers, [---] engagements
"$HIMS OFFICIALLY LAUNCHES MENOPAUSE UNDER THE HERS BRAND Estradiol pill or patch Progesterone pill Estradiol vaginal cream Stock up 16% today after management revealed they expect the HERS business to reach $1 BILLION in revenue by end of [----]. This is massive the menopause market alone is valued at $22B+ annually in the U.S. with over [--] million women currently experiencing symptoms. Hims & Hers is now directly targeting this underserved demographic with a trusted telehealth platform and proven subscription model. Q2 revenue: $299M (+49% YoY) Gross margins: 83% Cash on hand: $235M+ zero debt"
X Link 2025-10-15T21:03Z [---] followers, [---] engagements
"Im officially starting a position in $NBIS. The stock is down 17% in the last [--] days to me this is a tremendous entry point. Heres why Im bullish: Q2 revenue: $105M up 625% YoY and 106% QoQ. Raised [----] ARR outlook to $900M$1.1B. Signed a $17.4B multi-year deal with Microsoft for GPU & infrastructure services. Analyst price target raised to $206 (from $77). Institutional ownership around 22%. Nebius is positioning itself as a core AI infrastructure provider The Microsoft deal de-risks execution and validates the platform. After this sharp pullback Im starting my position here"
X Link 2025-10-20T16:13Z [---] followers, 24.2K engagements
"With my recent $NBIS purchase it officially becomes the 10th stock I own in my long-term account. Heres the breakdown: $TSLA 19% $HIMS 17% $SOFI 17% $AMD 13% $OSCR 11% $UNH 6% $PLTR 6% $ZETA 5% $LMND 3% $NBIS 3% My other account currently holds: $BMNR $OPEN $NVO $FUBO and $JD"
X Link 2025-10-21T17:11Z [---] followers, [----] engagements
"Despite $SOFI +170% rally over the past [--] months I still think its undervalued. This is a company posting explosive growth: EPS up over 700% YoY Revenue up 44% YoY 8th consecutive quarter of positive adjusted EBITDA Now sitting on 6.6M+ members growing at nearly 40% annually Net revenue expected to hit $2.6B+ in FY25 Earnings next week could be a major catalyst the setup looks strong for another leg higher. If momentum continues and guidance expands a 3040% spike isnt far-fetched"
X Link 2025-10-21T17:24Z [---] followers, [---] engagements
"Following up on my $ZETA post from yesterday I dont think most people fully grasp how big Athena could be for the company. Athena isnt just another tool its a full platform shift. It allows clients to create complete applications by simply describing what they want. No coding no pre-built dashboards just instant on-demand interfaces built through AI. That level of automation changes everything for marketers and enterprises that rely on $ZETA data engine. Its the same type of inflection point we saw when $PLTR launched AIP but this time its happening in the marketing automation space. $ZETA IS"
X Link 2025-10-24T15:31Z [---] followers, [---] engagements
"Lets break down what just happened with $FUBO Disney and Fubo officially closed their merger combining Hulu + Live TV with Fubo under one roof and Disney now owns 70% of the new company. This move instantly creates the #2 largest virtual pay-TV provider in the U.S. with almost [--] million subscribers across North America. Before this deal $FUBO value sat around $6/share. With Disneys scale content access and distribution power now in play that valuation completely changes Id argue its closer to $12/share post-merger. The stock opened up +27% on the news but has cooled off to around +3% which to"
X Link 2025-10-29T17:07Z [---] followers, [----] engagements
"With rate cuts on the horizon and another massive earnings beat $SOFI is somehow still trading under $30. This setup looks identical to Q3 double beat explosive revenue growth and the stock got stuck around $20 then ripped straight to $30. 40$ is inevitable"
X Link 2025-10-30T16:28Z [---] followers, [---] engagements
"Me tweeting with less than 1K followers No but in all seriousness I use this account as my trading journal. Im a young investor who wants to help other young investors start early. Whether its [---] [----] or [-----] followers it doesnt change anything for me. I actually get some replies and engagement on some posts and I genuinely enjoy that. Since I started posting here in late July I already feel like Ive grown as an investor. Followers have almost no impact on my consistency what really matters is how much I learn and improve month after month by sharing my analysis thoughts and journey"
X Link 2025-10-30T22:41Z [---] followers, [---] engagements
"$ZETA just announced a major partnership with AWS and this could reshape the future of AI marketing. The goal is to accelerate adoption of Zetas AI-powered marketing solutions by leveraging Amazons massive cloud and machine learning infrastructure. With AWS Zeta can process and activate customer data at an even larger scale helping brands personalize campaigns in real time and drive higher ROI. This isnt just another software integration its a full expansion of $ZETA AI ecosystem across multiple industries powered by Amazons technology stack. Most investors are completely overlooking how"
X Link 2025-10-31T02:30Z [---] followers, [----] engagements
"Earnings day tomorrow for $FUBO. When the Disney + Hulu Live TV merger was officially approved the stock spiked 26% pre-market but ended the session only +1%. That tells me one thing investors are still waiting for real clarity on the deals structure and guidance. Tomorrows call should finally answer that: How the merger economics flow through to Fubos revenue base Updated subscriber and ARPU guidance (combined total now near 6M subs in North America) Most importantly: profitability timeline If management confirms that breakeven has already been reached this quarter or that Q4 will turn"
X Link 2025-11-02T19:29Z [---] followers, [----] engagements
"$FUBO Q3 Earnings quick breakdown: Revenue came in at $368.6M in North America with 1.63M subs marking the highest Q3 base ever. Losses continue to shrink with net loss $18.9M vs $54.7M last year and Adj. EPS flipped positive (+$0.02). Thats real progress. Operationally the Disney merger changes everything. Together the new Fubo + Hulu Live entity now sits as the 6th largest pay TV player with around 6M subs. Management confirmed its now cash flow positive and focused on scaling profitably. The real story here is clarity over hype. The market already priced in the merger excitement now"
X Link 2025-11-03T19:38Z [---] followers, [----] engagements
"Following up on my $FUBO post: Everyone expected instant results from the Disney merger but management set the record straight. Full integration into the Disney ecosystem happens Q1 next year and international expansion (the real growth engine) kicks in over the next [----] months. Theyre already cash flow positive hitting record subs and now shifting to profitable scale. This isnt a short-term trade anymore. Its a global growth story in the making. $FUBO"
X Link 2025-11-03T19:53Z [---] followers, [----] engagements
"Now that $FUBO earnings are out of the way the focus shifts to $HIMS $PLTR $AMD $OSCR and $ZETA. Which one will shock the market Whos your pick"
X Link 2025-11-03T19:55Z [---] followers, [---] engagements
"Time to debrief $HIMS earnings Here we go: - Revenue came in at $599M up 49% year over year and above estimates of $579M - Adjusted EBITDA reached $78M beating expectations of $68M - Net income was nearly $16M - Subscribers rose to 2.47M up 21% year over year - Gross margin stood strong at 74% The company will now fulfill most GLP-1 orders through its own facilities allowing them to reduce treatment prices by about 20% Hims also hinted at potential plans to offer compounded tirzepatide and confirmed it is in active discussions with $NVO to bring Wegovy to its platform Global expansion"
X Link 2025-11-04T00:04Z [---] followers, [---] engagements
"$ZETA delivered [--] consecutive quarters of double beats and guidance raises. Thats [--] straight quarters of outperforming expectations every single time. Revenue up earnings up guidance up. Quarter after quarter. Year after year. Are we ready for #16 $ZETA earnings incoming. Another double beat on deck"
X Link 2025-11-04T02:24Z [---] followers, [---] engagements
"$DUOL just dropped 15% after posting another monster earnings how does that make sense Revenue up 41% YoY subscribers climbing at record pace and profitability improving every single quarter yet the stock tanks At around $220 $DUOL becomes a very intriguing long-term entry point"
X Link 2025-11-05T21:13Z [---] followers, [----] engagements
"Ive been looking at this stock for months and Im finally starting a position in $PATH (UiPath) $PATH builds software robots that automate repetitive digital tasks such as processing invoices onboarding employees managing reports and updating databases. Its called RPA (Robotic Process Automation) and its saving enterprises millions in time and labor. Their business model is pure SaaS. Companies pay subscription fees based on how many bots and automations they deploy. Once $PATH is integrated in one department it naturally expands across the entire organization which drives sticky recurring"
X Link 2025-11-06T01:12Z [---] followers, [---] engagements
"$OSCR Q4 wasnt about beating on revenue or EPS it was about guidance. After being punished last quarter for widening losses Oscars focus this time was clear: prove the roadmap is intact. And thats exactly what they did. FY25 revenue: $1212.2B (reaffirmed) MLR: 8687% Profitability: on schedule for [----] Even as $MOH and $CNC pulled guidance Oscar stood its ground showing discipline confidence and control. CEO Mark Bertolini summed it up perfectly: Were confident in our ability to expand margins and return to profitability in [----]. Our market already serves [--] million Americans and has the"
X Link 2025-11-06T13:29Z [---] followers, [---] engagements
"$OSCR is standing out from the entire sector. The only health insurer whose MLR actually decreased QoQ. And the lowest MLR among all peers. On any other day this stock would be up way more than 2%"
X Link 2025-11-06T17:21Z [---] followers, [---] engagements
"After [--] straight quarters of beats and raises $ZETA keeps growing revenue margins and free cash flow all trending higher. Yet the stock is down 4% today. Nothing has changed about the story. The fundamentals remain rock solid and $32 is inevitable in my view. This looks like a great entry point for investors looking longterm"
X Link 2025-11-06T17:26Z [---] followers, [----] engagements
"Following up on my $OSCR posts heres my take on earnings: The story this quarter isnt about the headline numbers. Revenue guidance was already raised earlier this year and thats what mattered most. EPS looks weak mainly because of higher MLR across the entire sector not a company-specific issue. What really matters: 1) Membership continues to grow quarter after quarter 2) Full-year guidance remains unchanged Thats all I needed to see. The long-term thesis stays intact"
X Link 2025-11-07T00:20Z [---] followers, [---] engagements
"I dont own enough $ZETA. Athena is THAT powerful. I was an early investor in $PLTR around $14 because their AIP platform completely changed how companies use AI. It turned complex data work into something anyone could use and thats exactly what I see happening with Athena at $ZETA. AIP for $PLTR made it possible for businesses to talk to their data and make real decisions through AI not just analyze numbers but act on them. Thats what made $PLTR explode in adoption. Athena is doing the same thing for marketing and customer data. It lets users ask questions build campaigns and make decisions"
X Link 2025-11-07T00:50Z [---] followers, 12.1K engagements
"$OPEN was down almost 25% pre-market after earnings and yet it is now down just 1%. That kind of reversal says a lot. This isnt the same $OPEN we knew a year ago. Under new management the companys direction is being completely reshaped. On yesterdays call Kaz laid out a vision that goes way beyond just buying and selling homes. He talked about turning $OPEN into a real estate ecosystem one where mortgage insurance title warranty and even blockchain are seamlessly connected. Every piece of the home transaction that used to be fragmented and stressful will live inside one trusted platform. Kazs"
X Link 2025-11-07T17:36Z [---] followers, [---] engagements
"I started to invest in: $PLTR at 14$ $SOFI at 8$ $HIMS at 18$ $AMD at 80$ Now my next high-conviction bets are $OSCR at 14$ and $ZETA at 16$. My next multibaggers in the making"
X Link 2025-11-07T23:13Z [---] followers, [----] engagements
"Three stocks Im watching closely this weekend: [--]. $META Trading at a very low P/E of just 20x. Revenue is up 26% year over year and still growing fast. EPS would have been met if not for a $16 billion one-time expense that led to an overreaction in the stock. At these levels Meta remains a clear long-term buy. [--]. $DUOL Revenue growth: +136% Free cash flow growth: +82% Free cash flow margins: 30% Market cap: -6% The fundamentals continue to accelerate while the stock price lags. This looks like a generational buying opportunity. [--]. $NVO Currently down 69.69% from last years highs. Valuation"
X Link 2025-11-08T20:58Z [---] followers, [----] engagements
"$OSCR is setting up for a multi-year cup & handle breakout. Once it clears $24 its game over for the bears. Heres whats fueling the next leg up after more news over the weekend: 1) ACA Subsidy Extension Incoming: The market isnt pricing in the impact yet but if subsidies are extended expect a 2030%+ spike. Oscars business is 7585% tied to ACA exchanges so any policy clarity or renewal directly boosts their revenue base and membership growth. 2) Trumps Plan surprisingly bullish: After digging into his latest post if this plan moves forward it could actually benefit $OSCR: More consumer choice"
X Link 2025-11-09T22:06Z [---] followers, 11.7K engagements
"My long-term portfolio update: $TSLA 21% $SOFI 18% $HIMS 16% $AMD 13% $OSCR 10% $PLTR 6% $ZETA 5% $LMND 5% $NBIS 3% $PATH 3% Other account: $BMNR $OPEN $NVO $FUBO $JD Potential additions: $META & $DUOL $META trading at just 20x earnings with 25%+ revenue growth. $DUOL 136% revenue growth 82% FCF growth 30% margins"
X Link 2025-11-10T02:03Z [---] followers, [----] engagements
"$OSCR is back under $15 and people are panic-selling over ACA headlines. Let me remind you: Investors dumped $HIMS at $20 over GLP-1 fears fast forward today $HIMS 100% from then. Heres what matters: even if $OSCR misses its [----] EPS goal of $2 by half and only hits $1 that still puts the stock at roughly 15x [----] EARNINGS for one of the fastest-growing insurers in the U.S. Trumps comments about potentially cutting ACA subsidies might shake weak hands but $OSCR has said multiple times that its growth DOESNT depend on the enhanced ACA. Profitability is already locked in for [----]. Whether the"
X Link 2025-11-10T18:27Z [---] followers, 17.6K engagements
"$JD earnings could finally be the catalyst that wakes the market up. Back in [----] JD was trading at $33/share on roughly $18B in annual revenue. Fast forward to 2024: the stock is sitting at $31/share yet revenue has exploded to $161B. Thats nearly a 10x growth in revenue over the past decade with a lower share price. For [----] theyre expected to hit $175B in revenue continuing to scale one of the largest logistics and e-commerce networks in Asia. This stock is super undervalued here Analysts agree: the average price target is $45 a +41% upside and not a single one of the [--] analysts covering"
X Link 2025-11-10T18:46Z [---] followers, [----] engagements
"$OPEN sold off nearly 25% after earnings and now its up 40% ever since. Goldman Sachs disclosed a 38.5M share stake giving them about 5% ownership. Thats a serious vote of confidence from Wall Street. JPMorgan added to the momentum with an $8 price target signaling belief in the companys turnaround. The new 50-year mortgage product is gaining traction too it expands affordability and brings more potential buyers into the market. But heres the biggest statement of allKaz personally bought over $1M worth of $OPEN shares. When a CEO buys $1M of their own companys stock on the open market thats"
X Link 2025-11-11T01:26Z [---] followers, [---] engagements
"$PLTR just had one of its best quarters ever with revenue up sharply margins expanding and profitability accelerating across every segment. Government deals are growing commercial adoption is exploding and AIP demand is off the charts. Meanwhile Michael Burry thought it was a good idea to short $PLTR The street panicked and it dropped to 170$. The stocks already back near $196. At some point the valuation argument becomes noise. When a company beats expectations quarter after quarter raises guidance and keeps compounding free cash flow thats what real growth looks like. $PLTR isnt slowing"
X Link 2025-11-11T01:32Z [---] followers, [---] engagements
"Live look at Stocker-Man with $OSCR being down 18% when profitability in [----] remains on track WITH or WITHOUT ACA subsidies"
X Link 2025-11-11T01:47Z [---] followers, [----] engagements
"$NBIS just dropped an absolute blowout report. Lets break it down: $79B ARR projected by end of [----] thats way ahead of expectations $3B 5-year deal signed with $META just two months after the $17B partnership with $MSFT Core business hitting 19% Adj. EBITDA margin Sold-out capacity (AGAIN). Every new MW they bring online gets instantly taken. Power connected: 800MW 1GW Revenue came in a bit light ($146M vs. $155M est.) because they literally RAN OUT OF CAPACITY. Arkady Volozh (CEO) broke it down perfectly: Phase [--] secure land + power (1% of CapEx) Phase [--] build data centers (20%) Phase 3"
X Link 2025-11-11T19:22Z [---] followers, [----] engagements
"$JD has been quietly consolidating in this zone for the last [--] months Earnings this Thursday could finally be the catalyst to break it out of this range. The stock is still trading around the same price levels as [----] yet yearly revenue has grown nearly 10x since then from $18B $175B expected in [----]. With margins improving costs coming down strong cash flow generation and a clean balance sheet hard to argue this isnt one of the most undervalued large-caps in the market right now. All eyes on $JD earnings Thursday"
X Link 2025-11-11T21:33Z [---] followers, [----] engagements
"3 stocks Im taking advantage of on this dip: 1) $ZETA 17th straight beat-and-raise quarters. Revenue still compounding +2030% YoY free cash flow exploding and they just reaffirmed long-term guidance again. Athena + data moat + OpenAI partnership = one of the strongest operating stories in tech right now. Every dip has been a gift and this one is no different. 2) $OSCR People panic every time ACA headlines show up but Oscar has been crystal clear: profitability is coming in [----] with or without enhanced subsidies. Membership keeps climbing margins are improving MLR is stabilizing and guidance"
X Link 2025-11-14T01:05Z [---] followers, [---] engagements
"Typically every weekend when I have a bit more time I pick one or two companies that are popular on X and I do a deep dive. Last weekend I dug into $DUOL & $META. This weekend $ASTS. $ASTS is building the first space-based cellular broadband network designed to work directly with normal smartphones no satellite phone no extra hardware. Their whole pitch is simple: connect the 5B+ people who still experience mobile dead zones by partnering with carriers like AT&T Vodafone Telefonica etc. Revenue model is carrier-driven they get paid per-user per-GB and through service agreements with major"
X Link 2025-11-15T23:07Z [---] followers, [----] engagements
"After a ton of research I started a position in $NBIS at $112 before earnings. Im down 25% on it and honestly Im not worried at all. You cant time the market all this does is give me a perfect chance to DCA at these levels. I liked the stock at $112 and I like it even more at $83. Heres why: The revenue miss was because they literally ran out of capacity. Thats the best kind of miss you can have. Demand is overwhelming not weakening. Theyre guiding for $79B ARR by end of [----]. This is insane growth for a company trading at these levels. Added $META as a new hyperscaler customer with a"
X Link 2025-11-15T23:19Z [---] followers, [----] engagements
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