# ![@RobertWeirMD Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::965029535501733889.png) @RobertWeirMD Robert Weir, M.D.

Robert Weir, M.D. posts on X about $app, app, $crdo, $rddt the most. They currently have [------] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::965029535501733889/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965029535501733889/c:line/m:interactions.svg)

- [--] Week [----------] +2,841,398%
- [--] Month [----------] +3,727,298%
- [--] Months [----------] +6,263,249%
- [--] Year [----------] +1,354,572%

### Mentions: [--] [#](/creator/twitter::965029535501733889/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965029535501733889/c:line/m:posts_active.svg)

- [--] Months [--] +233%
- [--] Year [--] +160%

### Followers: [------] [#](/creator/twitter::965029535501733889/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965029535501733889/c:line/m:followers.svg)

- [--] Week [---] +0.92%
- [--] Month [---] +1.30%
- [--] Months [---] +4.40%
- [--] Year [---] +2.70%

### CreatorRank: [---------] [#](/creator/twitter::965029535501733889/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965029535501733889/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations)  [luxury brands](/list/luxury-brands)  [automotive brands](/list/automotive-brands)  [countries](/list/countries) 

**Social topic influence**
[$app](/topic/$app) #142, [app](/topic/app), [$crdo](/topic/$crdo) #82, [$rddt](/topic/$rddt) #177, [market](/topic/market) #3370, [applovin](/topic/applovin) #159, [growth](/topic/growth), [$alab](/topic/$alab) #123, [$iren](/topic/$iren), [business](/topic/business)

**Top accounts mentioned or mentioned by**
[@ryshabtalks](/creator/undefined) [@bennpeifert](/creator/undefined) [@jonahlupton](/creator/undefined) [@ryshab](/creator/undefined) [@iwannabeontheb2](/creator/undefined) [@mukund](/creator/undefined) [@jablamsky](/creator/undefined) [@crussian17](/creator/undefined) [@stormholloway](/creator/undefined) [@egomes2107](/creator/undefined) [@crazyosufan60](/creator/undefined) [@elonmusk](/creator/undefined) [@communitynotes](/creator/undefined) [@gauchorico](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@rebrandasy](/creator/undefined) [@pekwat](/creator/undefined) [@6figureinvest](/creator/undefined) [@tradevolatility](/creator/undefined) [@investingbear](/creator/undefined)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/$app) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Iris Energy Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Sandisk Corporation (SNDK)](/topic/$sndk) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Morgan Stanley (MS)](/topic/morgan-stanley) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Robot Consulting Co., Ltd. (LAWR)](/topic/robot) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Goldman Sachs (GS)](/topic/goldman-sachs) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Metadium (META)](/topic/$meta) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This election cycle is so historic. Imagine when we look back in a few decades at the time when one candidate became a multi-count felon survived an assassination attempt which injured him and the other candidate (and incumbent) bowed out a few months before the election. Wild"  
[X Link](https://x.com/RobertWeirMD/status/1815224633022689301)  2024-07-22T03:17Z [---] followers, [--] engagements


"@Crussian17 @stormholloway @eGomes2107 @crazyosufan60 @elonmusk @CommunityNotes"  
[X Link](https://x.com/The_StockDoc/status/1847990761930870836)  2024-10-20T13:18Z [---] followers, [--] engagements


"A poem by Venice Williams"  
[X Link](https://x.com/RobertWeirMD/status/1854302019668099310)  2024-11-06T23:17Z [----] followers, [---] engagements


"@GauchoRico If its helpful at all the most recent APP earnings call was not only excellent but gave us an inkling of their expansion into e-commerce which will add an entirely new (and by their account very impressive) revenue stream"  
[X Link](https://x.com/RobertWeirMD/status/1855263468137693489)  2024-11-09T14:57Z [----] followers, [--] engagements


"Me waiting in the $NVDA lobby for the earnings call rn"  
[X Link](https://x.com/RobertWeirMD/status/1859354594859753628)  2024-11-20T21:54Z [----] followers, [---] engagements


"@ryshab Data center revenue is a beast. And FCF is *chefs kiss*. Im thrilled to keep it at a T1 allocation"  
[X Link](https://x.com/RobertWeirMD/status/1859355042052178073)  2024-11-20T21:56Z [----] followers, [---] engagements


"@realDonaldTrump This is a good move for public health. Daylight Saving Time may seem more appealing to many due to wanting light later in the day but the evidence suggests much greater benefit with extended morning light with permanent Standard Time"  
[X Link](https://x.com/TheStockDocc/status/1867711749413384527)  2024-12-13T23:22Z [---] followers, [--] engagements


"@Rebrand_As_Y @pekwat NOTHING IS PRICED IN Robot overlords are basically rolling up in their self-driving cars. Market cap should be AT LEAST $25T today. How dare you question the fundamentals John Connor"  
[X Link](https://x.com/TheStockDocc/status/1867769993888485721)  2024-12-14T03:14Z [---] followers, [---] engagements


"@bennpeifert Its really rough being in healthcare and still seeing longer-term effects of COVID on people who had been previously healthy. Almost always the unvaxxed. Im disheartened it ever became political / polarized. Public health should be embraced by all stakeholders"  
[X Link](https://x.com/The_StockDoc/status/1871016180036837522)  2024-12-23T02:13Z [---] followers, [----] engagements


"@bennpeifert @6_Figure_Invest @TradeVolatility Its a normal reaction to see these heinous and horrific acts and want to dissociate ourselves from them and say there is no way these people could be like us so they must be mentally ill but thats just not the case for the majority"  
[X Link](https://x.com/The_StockDoc/status/1875643952151588983)  2025-01-04T20:42Z [---] followers, [--] engagements


"@ryshab @investing_bear @3Plantey2 AppLovin ad rev was up 71% YoY in the most recent quarter and in q2 theyll divest the gaming business which was the drag on revenue. Last year ad rev was 711M for Q2 and theyre guiding to 1.21B at midpoint for the coming Q which would be 70% YoY. Am I missing something"  
[X Link](https://x.com/The_StockDoc/status/1924201814163100061)  2025-05-18T20:33Z [---] followers, [---] engagements


"@RyshabTalks I want to like $CRMD but I have some concerns: although they do have inpatient ramping and a new LDO customer this year that they're expecting to contribute in the coming quarters there is still significant customer concentration with US Renal as 80% of sales"  
[X Link](https://x.com/The_StockDoc/status/1945590918050140526)  2025-07-16T21:06Z [---] followers, [---] engagements


"@RyshabTalks I don't see a road yet for significant revenue ramp until earliest late [----] with their potential NDA for TPN. Additionally they have a massive R&D spend going into a high OpEx of nearly half their annual revenue if I'm reading it correctly"  
[X Link](https://x.com/The_StockDoc/status/1945591159700820104)  2025-07-16T21:07Z [---] followers, [--] engagements


"Offloaded my entire $HIMS position in after hours. Immediately sold half upon first glance at earnings and then after review unloaded the other half. The revenue drop combined with no optimism in guidance along with the massive hit to FCF was too much. Ill keep watching"  
[X Link](https://x.com/The_StockDoc/status/1952797846828421217)  2025-08-05T18:24Z [---] followers, [---] engagements


"Initial feeling on $ALAB earnings: met or beat all my expectations. Revenue 191.9M was a huge beat and continues with 20% QoQ and 150% YoY growth. 🔥 GM mid 70s. ✅ Amazing EPS growth demonstrating ability to convert sales to shareholder equity. 🔥 Great balance sheet. ✅"  
[X Link](https://x.com/The_StockDoc/status/1952828333898756260)  2025-08-05T20:25Z [---] followers, [---] engagements


"@InvestmentTalkk @KoyfinCharts Could you tell me why IBKR as an investor over Fidelity Schwab etc"  
[X Link](https://x.com/The_StockDoc/status/1955422270308094393)  2025-08-13T00:12Z [---] followers, [--] engagements


"@Iwannabeontheb2 $APP"  
[X Link](https://x.com/The_StockDoc/status/1962367668440502330)  2025-09-01T04:11Z [---] followers, [--] engagements


"$CRDO absolutely crushed it today. Revenue growth was a massive beat at a whopping +274% YoY. Margins are incredible and the growth rate has been massive (such as non-GAAP OM 43.1% vs 3.7% YoY) Customer concentration diluting including [--] hyperscalers 10% rev and"  
[X Link](https://x.com/The_StockDoc/status/1963415070022775033)  2025-09-04T01:33Z [---] followers, [---] engagements


"fourth expected to join that club this year as well as a fifth hyperscaler making some material contribution to revenue. Really loved the quote from the earnings call that "we see every data center partner scaling their deployments." Balance sheet is also phenomenal. A+"  
[X Link](https://x.com/The_StockDoc/status/1963415308049551585)  2025-09-04T01:34Z [---] followers, [--] engagements


"$TMDX CEO Waleed spoke at the Morgan Stanley 23rd Annual Global Healthcare Conference and it was very bullish. Not to mention their mission is fantastic and they do a lot of good in the world. Here are some of the highlights (almost the whole thing):"  
[X Link](https://x.com/The_StockDoc/status/1965143949548683368)  2025-09-08T20:03Z [---] followers, [----] engagements


"@JonahLupton Also 20% flights through 3rd party"  
[X Link](https://x.com/The_StockDoc/status/1965176891436134542)  2025-09-08T22:14Z [---] followers, [---] engagements


"$CRMD CEO Joe Todisco just spoke at the Morgan Stanley 23rd Annual Global Healthcare Conference. I felt he did an excellent job while giving me further conviction in the company. Here are some of the highlights:"  
[X Link](https://x.com/The_StockDoc/status/1965821133741338911)  2025-09-10T16:54Z [---] followers, [----] engagements


"@iancassel I dont think people discuss the difficulty of holding winners enough. If youre overly diligent about risk management and constantly reduce or eliminate highly winning positions you may miss out on further significant compounding. But fear is a helluva drug"  
[X Link](https://x.com/The_StockDoc/status/1966908701614502126)  2025-09-13T16:55Z [---] followers, [--] engagements


"I would love to see Adam and the management team come out with a statement but I saw it reported that their IR team told TTN: Generally we do not comment on the existence or non-existence of any potential regulatory matters.""  
[X Link](https://x.com/The_StockDoc/status/1975344587058389501)  2025-10-06T23:37Z [---] followers, [---] engagements


"continued: "That said as a global public company we regularly engage with regulators and if we get inquiries we address them in the ordinary course. Material developments if any would be disclosed through the appropriate public channels"  
[X Link](https://x.com/The_StockDoc/status/1975344629127266475)  2025-10-06T23:37Z [---] followers, [---] engagements


"@bennpeifert @vixologist Just watch out for the National Guard. If they ask you questions for once make sure things dont get volatile"  
[X Link](https://x.com/The_StockDoc/status/1975388739343114537)  2025-10-07T02:32Z [---] followers, [--] engagements


"AppLovin $APP CEO Adam Foroughi and CFO Matt Stumpf just presented at the Goldman Sachs Communicopia and Technology Conference. As usual Adams passion and enthusiasm were honed by his business acumen and he delivered a compelling bull case for APP moving forward. Highlights:"  
[X Link](https://x.com/The_StockDoc/status/1965841267008668130)  2025-09-10T18:14Z [---] followers, [----] engagements


"I asked ChatGPT to dig into the possible outcomes of the SEC probe. Bear in mind there may be errors as Im not a legal expert but it gave four outcomes from the investigation that are evidence-backed and ordered by likelihood from greatest to least:"  
[X Link](https://x.com/The_StockDoc/status/1975344028318322943)  2025-10-06T23:34Z [---] followers, [---] engagements


"1. Closed with no action - common [--]. Staff inquiry/requests for remediation and nonpublic settlement/small fine - fairly plausible"  
[X Link](https://x.com/The_StockDoc/status/1975344029966737895)  2025-10-06T23:34Z [---] followers, [--] engagements


"This repeated short attempt on $APP today includes no new information and in fact the NY Post link is an asinine attempt to fear monger without any substance. The website is just riddled with crappy ads too. Another buying opportunity here before we see the Q4 explosion AppLovin is under investigation by multiple state AG's according to the NY Post We have heard that subpoena's have already gone out to some of $APP's data providers https://t.co/tDWDwcUua0 AppLovin is under investigation by multiple state AG's according to the NY Post We have heard that subpoena's have already gone out to some"  
[X Link](https://x.com/The_StockDoc/status/1980292444613923127)  2025-10-20T15:18Z [---] followers, [----] engagements


"@jonbma @Cloudflare @eastdakota Is pretty active on here and is a unicorn today"  
[X Link](https://x.com/The_StockDoc/status/1984401000342659350)  2025-10-31T23:24Z [---] followers, [--] engagements


"@ZohranKMamdani @AOC Bob Moses rolling over in his grave. Great duo"  
[X Link](https://x.com/The_StockDoc/status/1986234822600368167)  2025-11-06T00:50Z [---] followers, [---] engagements


"Umm @litigious_dulce or @TheKamaHsutra correct me if Im wrong here but $IREN stating they are doing a 140k GPU buildout at 3.4B ARR for just 16% of 3GW implies 21.25B ARR at max capacity nearly equal to their current Market Cap. Is this not insanely bullish"  
[X Link](https://x.com/The_StockDoc/status/1986546772714660006)  2025-11-06T21:30Z [---] followers, [----] engagements


"@RyshabTalks This move today is essentially parabolic for $CRMD 💀"  
[X Link](https://x.com/The_StockDoc/status/1998138264063299925)  2025-12-08T21:11Z [---] followers, [---] engagements


"Im getting tempted to sell a smaller position and add to $CRDO"  
[X Link](https://x.com/The_StockDoc/status/1998486414573580783)  2025-12-09T20:14Z [---] followers, [---] engagements


"This post-earnings reaction is wild. I expect to see $ALAB and $CRDO much higher in the coming years. Sure theyre highly valued but a Ferrari costs more than an Accord for a reason"  
[X Link](https://x.com/The_StockDoc/status/1998486745097417096)  2025-12-09T20:15Z [---] followers, [---] engagements


"@hiddensmallcaps Even in the near-term the use of AI/LLM to improve corporate efficiency and expand services along with the associated data center buildout is being entirely disregarded at this point it seems like. Every earnings call I hear re: AI supply chain talks about endless demand"  
[X Link](https://x.com/The_StockDoc/status/2001435491196162084)  2025-12-17T23:33Z [---] followers, [--] engagements


"@mukund Its from funds already allocated to the military by Congress as a housing subsidy. So just rebranding it it seems https://www.defenseone.com/policy/2025/12/trump-rebrands-congressionally-approved-troop-housing-subsidy-warrior-dividend-bonus/410250/ https://www.defenseone.com/policy/2025/12/trump-rebrands-congressionally-approved-troop-housing-subsidy-warrior-dividend-bonus/410250/"  
[X Link](https://x.com/The_StockDoc/status/2001688963539689627)  2025-12-18T16:20Z [---] followers, [--] engagements


"@mukund If you visit the article thats derived from its been updated and shows Data from Washington state are not includedThe number of private sector business establishments grew during this period if industries affected by this reporting change are excluded"  
[X Link](https://x.com/The_StockDoc/status/2004996463034859560)  2025-12-27T19:23Z [---] followers, [--] engagements


"My top [--] picks going into 2026: [--]. $APP [--]. $CRDO [--]. $ALAB [--]. $IREN [--]. $RDDT Lets see where things end up"  
[X Link](https://x.com/The_StockDoc/status/2006810908870455436)  2026-01-01T19:33Z [---] followers, [----] engagements


"This is key. Despite massive AI/DC buildout time from conception to execution is a strangle point. Building out energy capacity on this scale is slow. $IREN already has the capacity in place so configuring DCs is relatively much easier and positions them for success. At $IREN were continuing to bet that demand for energy-intensive compute compounds faster than real-world infrastructure can be built - and were positioning the business accordingly. At $IREN were continuing to bet that demand for energy-intensive compute compounds faster than real-world infrastructure can be built - and were"  
[X Link](https://x.com/The_StockDoc/status/2007614508450361637)  2026-01-04T00:46Z [---] followers, [---] engagements


"@RyshabTalks @Iwannabeontheb2 I agree. Somewhat anecdotal but I frequently go to Reddit for specific answers and find it superior to most review sites etc. I think now that theyre making this a walled garden it can be lucrative. Reddit answers is also a pretty decent product if you try it out"  
[X Link](https://x.com/The_StockDoc/status/2007866339130777668)  2026-01-04T17:26Z [---] followers, [--] engagements


"Picked up even more $APP and $CRDO near the lows this AM. Great discount sale"  
[X Link](https://x.com/The_StockDoc/status/2014406372432150804)  2026-01-22T18:34Z [---] followers, [---] engagements


"@GlobalCollapse Cuddles me while providing guided meditation running its fingers through my hair as it quietly buys more AppLovin at a discount"  
[X Link](https://x.com/The_StockDoc/status/2017102393033576604)  2026-01-30T05:07Z [---] followers, [---] engagements


"Back up the truck 🛻"  
[X Link](https://x.com/The_StockDoc/status/2017343414250180850)  2026-01-30T21:05Z [---] followers, [--] engagements


"@Saniya1137 Im really excited to see further ramping of e-commerce as well as increasing conversion rate. They expect 25% sustainable growth as base case before even accounting for these factors. Also looking forward to when they remove their self-imposed demand constraint. $APP"  
[X Link](https://x.com/The_StockDoc/status/2017836065865011392)  2026-02-01T05:43Z [---] followers, [---] engagements


"To put that into perspective advertisers spend more on AppLovin than they do on Pinterest Snapchat and Reddit combined. $APP"  
[X Link](https://x.com/The_StockDoc/status/2018362331328303604)  2026-02-02T16:34Z [---] followers, [---] engagements


"@themotleyfool $APP"  
[X Link](https://x.com/The_StockDoc/status/2018407974872699175)  2026-02-02T19:35Z [---] followers, [---] engagements


"At this rate soon my portfolio could be confused for a value investors 😂"  
[X Link](https://x.com/The_StockDoc/status/2019200921629237755)  2026-02-05T00:06Z [---] followers, [--] engagements


"If $RDDT can improve ARPU on existing users (which is about 1/3 $META s) it has a runway and thats assuming zero user growth. Lots of levers to pull here and sticky user base with high engagement. @Nietschecapital I cant say where it sits in the fund but Im definitely a buyer on pullbacks. $META has been monetizing for 20+ years. $RDDT has been monetizing for [--] years but only got serious a few years ago. $RDDT has huge upside over next 3-5 years as a top [--] website in the US behind https://t.co/CZql3nav4s @Nietschecapital I cant say where it sits in the fund but Im definitely a buyer on"  
[X Link](https://x.com/The_StockDoc/status/2020228455586230327)  2026-02-07T20:09Z [---] followers, [---] engagements


"This is bullish for $APP. Now companies that previously didnt have the requisite video ad inventory required to participate in the marketplace will be able to easily do so significantly expanding AppLovins serviceable available market. Im excited to see ramp in coming Qs Veo is coming to Google Ads. NanoBanana Pro was a success and were ready to bring that creativity to Google Ads. As an advertiser its like having a real-time creative partner. Businesses will be able to produce studio-quality work in minutes accelerating creativity at scale https://t.co/fzoAKxJxuC Veo is coming to Google Ads."  
[X Link](https://x.com/anyuser/status/2021967642270261291)  2026-02-12T15:20Z [---] followers, [---] engagements


"Picked up a little more $APP and $CRDO. Feels like Black Friday"  
[X Link](https://x.com/anyuser/status/2018709108606615809)  2026-02-03T15:32Z [---] followers, [----] engagements


"Im a buyer of $RDDT here. Q1 seasonality isnt surprising. Margins are phenomenal and they are growing their ad base and ROAS. Great international growth as well. Market misinterpreting these earnings imo. Lets see next Q"  
[X Link](https://x.com/The_StockDoc/status/2019839189769154792)  2026-02-06T18:22Z [---] followers, [----] engagements


"Some solid things from $IREN Q2. I sold my position at a huge gain due to lack of any new deals but might take a smaller position. Just want to see more execution. Nothing since [--] months ago with $MSFT. 🚨 $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al 🚨 $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by"  
[X Link](https://x.com/anyuser/status/2020632682557067499)  2026-02-08T22:55Z [---] followers, [---] engagements


"@soumyasen Why $CRWV over $NBIS and $IREN"  
[X Link](https://x.com/The_StockDoc/status/2020652565852271081)  2026-02-09T00:14Z [---] followers, [---] engagements


"Phenomenal revenue growth Ive been a buyer on the way down and some of the tranches are up over 50% in less than [--] trading days 😎 $CRDO is up over over 13% after hours after releasing preliminary Q3 [----] results and updated guidance for Q4 2026: https://t.co/3q0NYhIGud $CRDO is up over over 13% after hours after releasing preliminary Q3 [----] results and updated guidance for Q4 2026: https://t.co/3q0NYhIGud"  
[X Link](https://x.com/anyuser/status/2020980984334909467)  2026-02-09T21:59Z [---] followers, [---] engagements


"@JonahLupton Obviously pure speculation on my part but with the rapid pace of recent growth there is a non-zero chance they preannounced this guide while expecting a material jump by time of earnings call"  
[X Link](https://x.com/The_StockDoc/status/2021251032307630571)  2026-02-10T15:52Z [---] followers, [---] engagements


"Current holdings: $APP $CRDO $ALAB $LITE $RDDT $SNDK Looking for one or two more good places to park my money but very excited about this group. $ALAB earnings were phenomenal and I think the after-hours market is missing the picture. $APP earnings tomorrow"  
[X Link](https://x.com/anyuser/status/2021406504092565665)  2026-02-11T02:10Z [---] followers, [---] engagements


"After hours brought to you by $APP: Consistently growing revenue at high double digits while Free Cash Flow margin rises to a staggering 79% 🤯 And people looking at Q1 guide bearishly as they dont know how to adjust for the divestiture of the gaming business LY 🤦♂"  
[X Link](https://x.com/anyuser/status/2021699360711393587)  2026-02-11T21:34Z [---] followers, [---] engagements


"Adam Foroughi has to be one of the most solid CEOs Ive followed. The video format for earnings and his calm confidence really add a lot. $APP"  
[X Link](https://x.com/anyuser/status/2021709582905819387)  2026-02-11T22:15Z [---] followers, [----] engagements


"@jablamsky Theyre horrible to work with from the physician side too"  
[X Link](https://x.com/The_StockDoc/status/2019898348908720188)  2026-02-06T22:17Z [---] followers, [---] engagements


"Top [--] positions now: $APP $CRDO $ALAB $LITE $RDDT"  
[X Link](https://x.com/The_StockDoc/status/2019926991378759845)  2026-02-07T00:11Z [---] followers, [---] engagements


"Really happy with this earnings season Price action would suggest most of these flopped but such is the world of high beta. Cant wait for the official $CRDO earnings call next month. Current holdings: $APP $CRDO $ALAB $LITE $RDDT $SNDK Looking for one or two more good places to park my money but very excited about this group. $ALAB earnings were phenomenal and I think the after-hours market is missing the picture. $APP earnings tomorrow Current holdings: $APP $CRDO $ALAB $LITE $RDDT $SNDK Looking for one or two more good places to park my money but very excited about this group. $ALAB"  
[X Link](https://x.com/anyuser/status/2021798612305686577)  2026-02-12T04:08Z [---] followers, [---] engagements


"Super bullish on $APP $APP just posted a Rule of [--] score of [---]. 66% revenue growth. 84% EBITDA margins. $1.31B in free cash flow. In a single quarter. The stock dropped 10%. This market has completely lost the plot. Here's why this is the most mispriced name in tech right now 🧵 $APP just posted a Rule of [--] score of [---]. 66% revenue growth. 84% EBITDA margins. $1.31B in free cash flow. In a single quarter. The stock dropped 10%. This market has completely lost the plot. Here's why this is the most mispriced name in tech right now 🧵"  
[X Link](https://x.com/anyuser/status/2022406441441841485)  2026-02-13T20:24Z [---] followers, [---] engagements


"Just an astoundingly bad AP poll for Trump 36% overall job approval 72% disapprove of Greenland threats 66% describe economy as doing poorly 60% unfavorable view of ICE Cannot stress enough: the vast majority of Americans think this presidency is a failure"  
[X Link](https://x.com/anyuser/status/2022303358627807443)  2026-02-13T13:34Z 93.4K followers, 516.6K engagements


"Super bullish on $APP $APP just posted a Rule of [--] score of [---]. 66% revenue growth. 84% EBITDA margins. $1.31B in free cash flow. In a single quarter. The stock dropped 10%. This market has completely lost the plot. Here's why this is the most mispriced name in tech right now 🧵 $APP just posted a Rule of [--] score of [---]. 66% revenue growth. 84% EBITDA margins. $1.31B in free cash flow. In a single quarter. The stock dropped 10%. This market has completely lost the plot. Here's why this is the most mispriced name in tech right now 🧵"  
[X Link](https://x.com/anyuser/status/2022406441441841485)  2026-02-13T20:24Z [---] followers, [---] engagements


"$APP just posted a Rule of [--] score of [---]. 66% revenue growth. 84% EBITDA margins. $1.31B in free cash flow. In a single quarter. The stock dropped 10%. This market has completely lost the plot. Here's why this is the most mispriced name in tech right now 🧵"  
[X Link](https://x.com/anyuser/status/2022183445171253581)  2026-02-13T05:37Z [--] followers, [----] engagements


"Hyperscaler cash capex estimated at $740bn+ in [----] and over $900bn in [----]. Non stop"  
[X Link](https://x.com/anyuser/status/2022126981392085427)  2026-02-13T01:53Z 49.9K followers, [----] engagements


"$RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership which she co-founded and serves as a Managing Partner. https://twitter.com/i/web/status/2022116921252909350 https://twitter.com/i/web/status/2022116921252909350"  
[X Link](https://x.com/anyuser/status/2022116921252909350)  2026-02-13T01:13Z 19.5K followers, 79.4K engagements


"$APP PT Raised to $775 at Scotiabank Given the 40% drawdown from December highs the market is severely mispricing the durability of AppLovins moat - this isnt a business model at risk of vibe-coding"  
[X Link](https://x.com/anyuser/status/2021936190069649816)  2026-02-12T13:15Z 111.2K followers, 17.5K engagements


"This is bullish for $APP. Now companies that previously didnt have the requisite video ad inventory required to participate in the marketplace will be able to easily do so significantly expanding AppLovins serviceable available market. Im excited to see ramp in coming Qs Veo is coming to Google Ads. NanoBanana Pro was a success and were ready to bring that creativity to Google Ads. As an advertiser its like having a real-time creative partner. Businesses will be able to produce studio-quality work in minutes accelerating creativity at scale https://t.co/fzoAKxJxuC Veo is coming to Google Ads."  
[X Link](https://x.com/anyuser/status/2021967642270261291)  2026-02-12T15:20Z [---] followers, [---] engagements


"Veo is coming to Google Ads. NanoBanana Pro was a success and were ready to bring that creativity to Google Ads. As an advertiser its like having a real-time creative partner. Businesses will be able to produce studio-quality work in minutes accelerating creativity at scale 🚀 https://twitter.com/i/web/status/2021620298865578291 https://twitter.com/i/web/status/2021620298865578291"  
[X Link](https://x.com/anyuser/status/2021620298865578291)  2026-02-11T16:20Z [----] followers, 48.7K engagements


"Really happy with this earnings season Price action would suggest most of these flopped but such is the world of high beta. Cant wait for the official $CRDO earnings call next month. Current holdings: $APP $CRDO $ALAB $LITE $RDDT $SNDK Looking for one or two more good places to park my money but very excited about this group. $ALAB earnings were phenomenal and I think the after-hours market is missing the picture. $APP earnings tomorrow Current holdings: $APP $CRDO $ALAB $LITE $RDDT $SNDK Looking for one or two more good places to park my money but very excited about this group. $ALAB"  
[X Link](https://x.com/anyuser/status/2021798612305686577)  2026-02-12T04:08Z [---] followers, [---] engagements


"Current holdings: $APP $CRDO $ALAB $LITE $RDDT $SNDK Looking for one or two more good places to park my money but very excited about this group. $ALAB earnings were phenomenal and I think the after-hours market is missing the picture. $APP earnings tomorrow"  
[X Link](https://x.com/anyuser/status/2021406504092565665)  2026-02-11T02:10Z [---] followers, [---] engagements


"Adam Foroughi has to be one of the most solid CEOs Ive followed. The video format for earnings and his calm confidence really add a lot. $APP"  
[X Link](https://x.com/anyuser/status/2021709582905819387)  2026-02-11T22:15Z [---] followers, [----] engagements


"After hours brought to you by $APP: Consistently growing revenue at high double digits while Free Cash Flow margin rises to a staggering 79% 🤯 And people looking at Q1 guide bearishly as they dont know how to adjust for the divestiture of the gaming business LY 🤦♂"  
[X Link](https://x.com/anyuser/status/2021699360711393587)  2026-02-11T21:34Z [---] followers, [---] engagements


"Save us $APP Applovin' you're our only hope"  
[X Link](https://x.com/anyuser/status/2021687045169512950)  2026-02-11T20:45Z [----] followers, [----] engagements


"Something Big Is Happening Think back to February [----]. If you were paying close attention you might have noticed a few people talking about a virus spreading overseas. But most of us weren't paying close attention. The stock http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"  
[X Link](https://x.com/anyuser/status/2021256989876109403)  2026-02-10T16:16Z 301.2K followers, 81.9M engagements


"😂😂😂 https://t.co/gCGsRQm2LC https://t.co/gCGsRQm2LC"  
[X Link](https://x.com/anyuser/status/2021033583813784052)  2026-02-10T01:28Z [---] followers, [--] engagements


"RT @JonahLupton: $CRDO is crushing it with the stock up 20% AH and here's why. Sept2025: $CRDO reports FY2026 Q1 revenues of $223.1M"  
[X Link](https://x.com/anyuser/status/2020981374564581451)  2026-02-09T22:01Z [---] followers, [--] engagements


"$CRDO is crushing it with the stock up 20% AH and here's why. Sept2025: $CRDO reports FY2026 Q1 revenues of $223.1M up 274% YoY and 31.2% QoQ $CRDO guides FY2026 Q2 revenues to $230-240M Dec2025: $CRDO reports FY2026 Q2 revenues of $268.0M up 271.1% YoY and 20.1% QoQ $CRDO guides FY2026 Q3 revenues to $335-345M Feb2026 (today): $CRDO announces preliminary FY2026 Q3 revenues of $404-408M up 200.7% YoY and 51.5% QoQ I'm not sure I've ever seen 51.5% QoQ growth that's just insane. NFA. DYOR"  
[X Link](https://x.com/anyuser/status/2020976817906057574)  2026-02-09T21:43Z 551.3K followers, 62.8K engagements


"Just a reminder on where some great companies are trading on valuation relative to "my" estimates for the next [--] months ie CY2026 or FY2027. I think $TMDX does at least $220M of EBITDA in CY2026 which means the stock is currently trading at 21x NTM EBITDA with EBITDA growing 47% YoY I think $RDDT does at least $1.45B of EBITDA in CY2026 which means the stock is currently trading at 18x NTM EBITDA with EBITDA growing 70% YoY I think $APP does at least $6.9B of EBITDA in CY2026 (Jefferies came out today and said they think $APP does $7.082B of EBITDA this year) which means the stock is"  
[X Link](https://x.com/anyuser/status/2020904631845495293)  2026-02-09T16:56Z 551.3K followers, 75K engagements


"Imagine panicking with $CRDO at $95 ($17B MC). If you bought then it would be a 52.6%+ gain in a week after today's preliminary ER. Mid-term fears were overblown. 200%+ YoY revenue growth for this year. $340M guidance - $406M (huge beat) for Q3 [----] guidance. That being said long term risks are still with photonics transitions (since this is medium term guidance). But Credo will be a core part of the AI buildout in the future it just loses it's defacto "leader" status. The selloff to $95 was may have been one of the biggest dip-buying opportunities this year."  
[X Link](https://x.com/anyuser/status/2020975054411137326)  2026-02-09T21:36Z 57.5K followers, 32.6K engagements


"Phenomenal revenue growth Ive been a buyer on the way down and some of the tranches are up over 50% in less than [--] trading days 😎 $CRDO is up over over 13% after hours after releasing preliminary Q3 [----] results and updated guidance for Q4 2026: https://t.co/3q0NYhIGud $CRDO is up over over 13% after hours after releasing preliminary Q3 [----] results and updated guidance for Q4 2026: https://t.co/3q0NYhIGud"  
[X Link](https://x.com/anyuser/status/2020980984334909467)  2026-02-09T21:59Z [---] followers, [---] engagements


"$CRDO is up over over 13% after hours after releasing preliminary Q3 [----] results and updated guidance for Q4 2026:"  
[X Link](https://x.com/anyuser/status/2020973303188553974)  2026-02-09T21:29Z 1.1M followers, 28.3K engagements


"https://x.com/the_stockdoc/status/2018709108606615809 Picked up a little more $APP and $CRDO. Feels like Black Friday https://x.com/the_stockdoc/status/2018709108606615809 Picked up a little more $APP and $CRDO. Feels like Black Friday"  
[X Link](https://x.com/anyuser/status/2020981145509540278)  2026-02-09T22:00Z [---] followers, [--] engagements


"Picked up a little more $APP and $CRDO. Feels like Black Friday"  
[X Link](https://x.com/anyuser/status/2018709108606615809)  2026-02-03T15:32Z [---] followers, [----] engagements


"Im not the biggest believer in analyst price targets but just for fun lets say this one is right. Thats a *checks notes* 89% upside to current share prices for $APP. Wait until the earnings report this week $APP Jefferies We believe the -39% YTD decline in APP's stock is a great buying opportunity for a 50%+ top-line growth story (JEF est. FY26) trading at 15x our FY27 EBITDA. Recent fears (e.g. CloudX Meta Audience Network Google Genie) appear to be overblown risks creating a $APP Jefferies We believe the -39% YTD decline in APP's stock is a great buying opportunity for a 50%+ top-line"  
[X Link](https://x.com/anyuser/status/2020882181699297719)  2026-02-09T15:27Z [---] followers, [---] engagements


"$APP Jefferies We believe the -39% YTD decline in APP's stock is a great buying opportunity for a 50%+ top-line growth story (JEF est. FY26) trading at 15x our FY27 EBITDA. Recent fears (e.g. CloudX Meta Audience Network Google Genie) appear to be overblown risks creating a dislocation in APP's stock ahead what we will expect will be a significant rev beat in Q4. Our surveys and expert checks on both the gaming and e-comm businesses continued to be positive. Buy $860 PT. https://twitter.com/i/web/status/2020824995233243354 https://twitter.com/i/web/status/2020824995233243354"  
[X Link](https://x.com/anyuser/status/2020824995233243354)  2026-02-09T11:39Z 111.2K followers, 31.1K engagements


"Appreciated the chance to get more shares at a discount. But I told you so The worst $App short seller in history has withdrawn their short report. The worst $App short seller in history has withdrawn their short report"  
[X Link](https://x.com/anyuser/status/2020879994390806693)  2026-02-09T15:18Z [---] followers, [--] engagements


"The worst $App short seller in history has withdrawn their short report"  
[X Link](https://x.com/anyuser/status/2020748802878292437)  2026-02-09T06:37Z 12.1K followers, 75K engagements


"Some solid things from $IREN Q2. I sold my position at a huge gain due to lack of any new deals but might take a smaller position. Just want to see more execution. Nothing since [--] months ago with $MSFT. 🚨 $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al 🚨 $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by"  
[X Link](https://x.com/anyuser/status/2020632682557067499)  2026-02-08T22:55Z [---] followers, [---] engagements


"🚨 $IREN Q2 was exceptional and more eye opening than bears think for these reasons: [--]. $IREN grew its power capacity by 50% in ONE QUARTER. That 1.6GW can power the entire city of San Francisco. [--]. $IREN was described by Wall Street as the largest vertically integrated Al Data center platform for the very first time. [--]. Most of the institutional analysts maintained or raised their price targets including two PTs of $105 and $125. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN secured $3.6B (95% of the costs of the $MSFT deal GPUs) at an average interest rate of around 3%. (One of the lowest rates in"  
[X Link](https://x.com/anyuser/status/2020611722327871503)  2026-02-08T21:32Z 54.9K followers, 216.9K engagements

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