# ![@TradingDeskTy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1946574611547873280.png) @TradingDeskTy Ty

Ty posts on X about $duol, $pgy, $sofi, ai the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1946574611547873280/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946574611547873280/c:line/m:interactions.svg)

- [--] Week [------] -62%
- [--] Month [-------] +211%
- [--] Months [-------] +2,863,744%

### Mentions: [--] [#](/creator/twitter::1946574611547873280/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946574611547873280/c:line/m:posts_active.svg)

- [--] Week [--] -57%
- [--] Month [---] +72%
- [--] Months [---] +33,600%

### Followers: [---] [#](/creator/twitter::1946574611547873280/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946574611547873280/c:line/m:followers.svg)

- [--] Week [---] +5.50%
- [--] Month [---] +106%
- [--] Months [---] +1,531%

### CreatorRank: [-------] [#](/creator/twitter::1946574611547873280/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1946574611547873280/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  78% [finance](/list/finance)  33% [cryptocurrencies](/list/cryptocurrencies)  12% [technology brands](/list/technology-brands)  12% [countries](/list/countries)  3% [social networks](/list/social-networks)  1% [fashion brands](/list/fashion-brands)  1%

**Social topic influence**
[$duol](/topic/$duol) #44, [$pgy](/topic/$pgy) #16, [$sofi](/topic/$sofi) 10%, [ai](/topic/ai) 8%, [$zeta](/topic/$zeta) 7%, [$fubo](/topic/$fubo) 7%, [$path](/topic/$path) 6%, [ceo](/topic/ceo) 6%, [$hims](/topic/$hims) #163, [growth](/topic/growth) 5%

**Top accounts mentioned or mentioned by**
[@trevhesinvests](/creator/undefined) [@ashton1nvests](/creator/undefined) [@montanamatos](/creator/undefined) [@qualtrim](/creator/undefined) [@hedgehammer](/creator/undefined) [@fiscalchirp](/creator/undefined) [@marketmatrixs](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@financeintell](/creator/undefined) [@investincintel](/creator/undefined) [@rononeil11](/creator/undefined) [@yahoofinance](/creator/undefined) [@ghtheprophet](/creator/undefined) [@kmanmichae78209](/creator/undefined)

**Top assets mentioned**
[Duolingo, Inc.  (DUOL)](/topic/$duol) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [RAI Finance (SOFI)](/topic/$sofi) [ZetaChain (ZETA)](/topic/$zeta) [fuboTV Inc. (FUBO)](/topic/$fubo) [UiPath, Inc. (PATH)](/topic/$path) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [monday.com Ltd. (MNDY)](/topic/$mndy) [Microsoft Corp. (MSFT)](/topic/microsoft) [4 (FOUR)](/topic/$four) [Advanced Micro Devices (AMD)](/topic/$amd) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Born in [--] (19)](/topic/$19) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [BOX, INC. (BOX)](/topic/$box) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Helium IOT (IOT)](/topic/$iot) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Workiva Inc. (WK)](/topic/$wk) [SailPoint, Inc. (SAIL)](/topic/$sail) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My top [--] position + the thesis behind them. 🧵(1/3) #1 $SOFI - 18.6% The thesis centers on the shift from legacy banking by to FinTech. SoFi thrives by capturing "high-earner not rich yet" demographics through a low-cost high-innovation ecosystem. By leveraging a digital first system to lower cost of capital and cross-selling 15+ products across a rapidly expanding user base they are transitioning from a niche lender to a primary financial hub. With revenue and member growth both maintaining high double-digit CAGRs the company is scaling toward becoming a dominant top-tier financial"  
[X Link](https://x.com/TradingDeskTy/status/2012593006721843433)  2026-01-17T18:28Z [---] followers, [----] engagements


"#2 $ZETA - 18.1% (2/3) Zeta Global addresses the critical gap in marketing technology: the integration of massive first-party data with actionable AI. The Zeta Marketing Platform (ZMP) is differentiated by "Athena" an AI layer capable of simulation-style campaign marketing testing. The first of its kind. As the company pivots toward GAAP profitability and sustains double-digit FCF growth it is positioned to capture market share from standard ad-tech firms that lack Zetas proprietary data signals and predictive modeling capabilities. https://twitter.com/i/web/status/2012593009674588381"  
[X Link](https://x.com/TradingDeskTy/status/2012593009674588381)  2026-01-17T18:29Z [---] followers, [---] engagements


"Friendly reminder: $CELH revenue has doubled since Q1 '25. Yet the stock is trading 50% below ATHs. The market is pricing this like a no-growth story. The income statement says otherwise. I see a massive disconnect"  
[X Link](https://x.com/TradingDeskTy/status/2015794356041736193)  2026-01-26T14:30Z [---] followers, [----] engagements


"$FUBO [--] week low. Who's buying at these levels Im down 40% on my position"  
[X Link](https://x.com/TradingDeskTy/status/2015892398384033801)  2026-01-26T20:59Z [---] followers, [----] engagements


"$MDA is up 45% this month. Too late I don't think so. The market is missing the backlog: $4.4B+ in secured contracts. That's [---] years of revenue already locked in"  
[X Link](https://x.com/TradingDeskTy/status/2016864152997019777)  2026-01-29T13:21Z [---] followers, [---] engagements


"$PATH is trading at $13.37. Competition: Zero Enterprise Agentic AI: Monopoly Market Sentiment: Asleep Complete disconnect between price and value. No one else is doing this at the enterprise level"  
[X Link](https://x.com/TradingDeskTy/status/2016932855700709535)  2026-01-29T17:54Z [---] followers, [----] engagements


"Upstart is down 10% YTD. Earnings on Febuary 10th. Expectations: Revenue: $288M EPS: $0.15 $UPST"  
[X Link](https://x.com/TradingDeskTy/status/2017229309249818767)  2026-01-30T13:32Z [---] followers, [----] engagements


"$MDA isn't the only one. $RKLB has $1.1B+ in backlog. That's over [--] years of current revenue already locked in. $MDA is up 45% this month. Too late I don't think so. The market is missing the backlog: $4.4B+ in secured contracts. That's [---] years of revenue already locked in. https://t.co/alWHX34AYw $MDA is up 45% this month. Too late I don't think so. The market is missing the backlog: $4.4B+ in secured contracts. That's [---] years of revenue already locked in. https://t.co/alWHX34AYw"  
[X Link](https://x.com/TradingDeskTy/status/2017603776551739762)  2026-01-31T14:20Z [---] followers, [---] engagements


"Friendly reminder that $DUOL is currently down 75% from its highs. while revenue is actually up 40% YoY. Market is treating it like it's dying but the financials say its printing money"  
[X Link](https://x.com/TradingDeskTy/status/2017696380156862870)  2026-01-31T20:27Z [---] followers, [----] engagements


"$DUOL is officially trading at a 17x multiple. That is a 5-Year Low. You are literally paying the lowest price in history for the highest fundamental performance"  
[X Link](https://x.com/TradingDeskTy/status/2017993055672971554)  2026-02-01T16:06Z [---] followers, [----] engagements


"$DUOL Fun Fact: 80% of their user growth is completely organic. "We weren't spending any money on marketing. the only things we could work on are teach better and keep people engaged." Luis von Ahn CEO. Fast forward to today: [----] Million Daily Active Users (+36% YoY)"  
[X Link](https://x.com/TradingDeskTy/status/2017998147327266985)  2026-02-01T16:27Z [---] followers, [----] engagements


"Pagaya has surprisingly low SBC numbers. Pagaya has kept SBC flat near $14M while Free Cash Flow skyrocketed to $64M. FCF now covers SBC by nearly 5x meaning shareholder value is actually being created rather than diluted. $PGY"  
[X Link](https://x.com/TradingDeskTy/status/2018664013086003380)  2026-02-03T12:33Z [---] followers, [----] engagements


"This chart tells its own story. EBITDA 1Y +203% $DUOL"  
[X Link](https://x.com/TradingDeskTy/status/2018669800990368232)  2026-02-03T12:56Z [---] followers, [---] engagements


"$FUBO announced today Reversal stock split (8-1 to 12-1) No guidance. This company is broken"  
[X Link](https://x.com/TradingDeskTy/status/2018676133399494990)  2026-02-03T13:21Z [---] followers, [----] engagements


"If you entered $DUOL at the all-time high you now need a 310% return just to break even. How long until we realistically see those prices again"  
[X Link](https://x.com/TradingDeskTy/status/2018677602379309298)  2026-02-03T13:27Z [---] followers, [---] engagements


"Added $ZETA today. This one felt like a no brainer buy. 14% Increase @ $17.06 Zeta now makes up 19% of my portfolio"  
[X Link](https://x.com/TradingDeskTy/status/2018831793844359547)  2026-02-03T23:39Z [---] followers, [---] engagements


"@MontanaMatos Does $DUOL hit $100"  
[X Link](https://x.com/TradingDeskTy/status/2018831880599089632)  2026-02-03T23:40Z [---] followers, [---] engagements


"Is the $HOOD selloff overdone yet Down 25% YTD. Seriously considering jumping back in. Any thoughts"  
[X Link](https://x.com/TradingDeskTy/status/2018835379017957403)  2026-02-03T23:53Z [---] followers, [---] engagements


"$ADBE sentiment is so weak. Down 50% in [--] Years. Whos buying here If you invested $10000 in Adobe [--] years ago you would have $4800 today. Is this a SaaS name that will survive Or is value investing dead $ADBE https://t.co/YSzpwJt831 If you invested $10000 in Adobe [--] years ago you would have $4800 today. Is this a SaaS name that will survive Or is value investing dead $ADBE https://t.co/YSzpwJt831"  
[X Link](https://x.com/TradingDeskTy/status/2019088459252588903)  2026-02-04T16:39Z [---] followers, [---] engagements


"$HIMS is now trading lower than April '25 lows. The stock hasn't seen $24 since November [----]. Complete wipeout of the [----] rally. Buying opportunity I think so"  
[X Link](https://x.com/TradingDeskTy/status/2019380987290066998)  2026-02-05T12:02Z [---] followers, [---] engagements


"Google just confirmed the enterprise AI demand is is not slowing down. Cloud revenue accelerated meaningfully up 48% with strong demand for our enterprise AI products. Anat Ashkenazi CFO $GOOGL"  
[X Link](https://x.com/TradingDeskTy/status/2019389795647025248)  2026-02-05T12:37Z [---] followers, [---] engagements


"Goodbye $FUBO. Not all are winners"  
[X Link](https://x.com/TradingDeskTy/status/2019394450758463564)  2026-02-05T12:55Z [---] followers, [----] engagements


"Yesterday's Buys: $ZETA @ $17.31 (9% Increase) $PATH @ $12.29 (20% Increase)"  
[X Link](https://x.com/TradingDeskTy/status/2019404013926760638)  2026-02-05T13:33Z [---] followers, [---] engagements


"$DUOL has [--] analysts All bullish. Min. PT: $160 (+39%) Avg. PT: $246 (+114%) Max. PT: $330 (+187%) Whats your price target"  
[X Link](https://x.com/TradingDeskTy/status/2019510215540912247)  2026-02-05T20:35Z [---] followers, [---] engagements


"@qualtrim This chart is beautiful. Man $ADBE is cheapt"  
[X Link](https://x.com/TradingDeskTy/status/2021195969375969664)  2026-02-10T12:14Z [---] followers, [---] engagements


"$META s ARPU just hit a record $57. Maintaining that kind of monetization efficiency with 3.5B users is absurd. Its a massive data flywheel in real-time. Guiding for 33% growth while already pulling in $50B a quarter. The scale is becoming the MOAT. Meta's average revenue per user hit an all-time high of $57.03. In U.S. and Canada ARPU hit $78.37. That's 11x the "rest of the world". $META https://t.co/NemkNRI6PF Meta's average revenue per user hit an all-time high of $57.03. In U.S. and Canada ARPU hit $78.37. That's 11x the "rest of the world". $META https://t.co/NemkNRI6PF"  
[X Link](https://x.com/TradingDeskTy/status/2020840312445522331)  2026-02-09T12:40Z [---] followers, [---] engagements


"Catalyst 2: Daily Streak Loop. 🧵 (2/3) With over 20% of daily users maintaining a 365+ day streak Duolingo has solved one of the hardest problems in ed-tech: retention. also known as the "moat." Users who reach even a 7-day streak are 3.6x more likely to stay engaged long-term. This massive pool of users allows Duolingo to convert free learners into paid subscribers organically without the sky-high marketing costs that sink other education apps"  
[X Link](https://x.com/TradingDeskTy/status/2020879665259286894)  2026-02-09T15:17Z [---] followers, [---] engagements


"Catalyst 3: Ecosystem Growth/TAM Expansion. 🧵 (3/3) They are no longer "just" a language app. By layering in the Duolingo English Test (DET) Math Music and even Chess they are moving toward becoming a total ed-tech ecosystem. The DET provides high-margin one-time revenue ($70/test). Math Music and Chess expand their Total Addressable Market to K-12 students and hobbyists who may never have intended to learn a language but are now trapped in the same high-retention habit loop"  
[X Link](https://x.com/TradingDeskTy/status/2020879668425928723)  2026-02-09T15:17Z [---] followers, [---] engagements


"$PGY down 20% is a clear over-reaction. Adjusted EBITDA in the fourth quarter was $98 million up 53% year-over-year with a 29% margin. Core operating expenses declined to 36% of FRLPCa 13-point improvement year-over-year. Incremental EBITDA margin exceeded 100% meaning nearly every incremental dollar of FRLPC flowed through to EBITDA. Gal Krubiner CEO"  
[X Link](https://x.com/TradingDeskTy/status/2020893171333341302)  2026-02-09T16:10Z [---] followers, [----] engagements


"I sold $MNDY last week @ $104. It then fell off a cliff due to earnings. (MNDY) Q4 [----] Results Revenue: $333.9 million (+25% YoY). EPS (Non-GAAP): $1.04 (-3% YoY). Net Income (GAAP): $76.7 million (Up from $23M YoY; included a $61.2M tax benefit). [----] Guidance (The "Miss") Full Year Revenue: $1.45B $1.46B (1819% growth). The stock fell 21% because this outlook trailed analyst expectations of $1.48B and signals growth deceleration. https://twitter.com/i/web/status/2020915759208120512 https://twitter.com/i/web/status/2020915759208120512"  
[X Link](https://x.com/TradingDeskTy/status/2020915759208120512)  2026-02-09T17:40Z [---] followers, [---] engagements


"$HIMS No I'm not selling. I'll likely adjust my outlook post-earnings once more data and information is available. The company has clear long-term potential provided management stays focused on execution and operational fundamentals. HOLD"  
[X Link](https://x.com/TradingDeskTy/status/2020977499551957084)  2026-02-09T21:45Z [---] followers, [---] engagements


"CapEx spending is not slowing down. $AMZN $META $MSFT and $GOOGL combined spent $357B on Capital Expenditures last year. Up 42% From [----]. [----] numbers are even higher. Amazon Meta Microsoft and Google hit a combined $357.5B of CapEx spending in the last [--] months. The same group spent $251B in [----]. That's a massive 42% increase. $AMZN $META $MSFT $GOOGL https://t.co/KQGQHstXhv Amazon Meta Microsoft and Google hit a combined $357.5B of CapEx spending in the last [--] months. The same group spent $251B in [----]. That's a massive 42% increase. $AMZN $META $MSFT $GOOGL https://t.co/KQGQHstXhv"  
[X Link](https://x.com/TradingDeskTy/status/2021218501319335971)  2026-02-10T13:43Z [---] followers, [---] engagements


"$DUOL Fun Fact: We could see billions of users on this app in due time. "We see a huge opportunity over the next few years education and the way people learn are going to change fundamentally because of AI. We now have line of sight to create an app that can teach as well as a human tutor but that is also more engaging. If we do that well be talking about billions of users and thats what were shooting for. Luis von Ahn CEO https://twitter.com/i/web/status/2021234050317344920 https://twitter.com/i/web/status/2021234050317344920"  
[X Link](https://x.com/TradingDeskTy/status/2021234050317344920)  2026-02-10T14:45Z [---] followers, [----] engagements


"Market sentiment for $HIMS is undeniably bearish right now. But come on $19. the valuation is disconnected from reality. Im maintaining my position until the next earnings report or until there's more clarity regarding the litigation. Looking five years out the idea of this trading under $20 will seem absurd"  
[X Link](https://x.com/TradingDeskTy/status/2021264900715418059)  2026-02-10T16:48Z [---] followers, [---] engagements


"Friendly reminder: Pagaya now trades BELOW a [--] P/S ratio. Current Price to Sales: 0.92x $PGY is CHEAP"  
[X Link](https://x.com/TradingDeskTy/status/2021270688993054723)  2026-02-10T17:11Z [---] followers, [---] engagements


"How are you not bullish on Pagaya. Forward P/E: 4.5x Revenue: 5Y CAGR of 59% $PGY"  
[X Link](https://x.com/TradingDeskTy/status/2021294344951529846)  2026-02-10T18:45Z [---] followers, [----] engagements


"Buying opportunity. I think so. $PATH"  
[X Link](https://x.com/TradingDeskTy/status/2021605021175906553)  2026-02-11T15:19Z [---] followers, [---] engagements


"This chart is the definition of a "Great Company vs. Great Stock" disconnect. Operating FCF: +756% Stock Price: -77% Duolingo is printing cash at a great pace yet the stock is getting priced like the business is in a death spiral. We are witnessing a total disconnect of fundamentals and price. $DUOL Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL - Duolingo: -77% https://t.co/W1YC6xG88B Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL -"  
[X Link](https://x.com/TradingDeskTy/status/2021924057629831435)  2026-02-12T12:27Z [---] followers, [---] engagements


"$FOUR is pretty cheap. Forward P/E: 11x Revenue 5Y CAGR: 40%"  
[X Link](https://x.com/TradingDeskTy/status/2021937318840742212)  2026-02-12T13:19Z [---] followers, [---] engagements


"WOW. $NBIS Nebius ARR is up 700% YoY. Revenue: $55M (+385% YoY) ARR: $249M (+684% YoY) Cash: $1.4B"  
[X Link](https://x.com/TradingDeskTy/status/2021938702629659017)  2026-02-12T13:25Z [---] followers, [---] engagements


"Friendly reminder: $DUOL has been compounding their revenue at 57% on an annual basis. Yet stock is at all time lows. Fundamentals Stock price here. $DUOL revenue has grown at a 57% CAGR since [----] It is currently selling at a P/FCF of [--] https://t.co/sSppePejMH $DUOL revenue has grown at a 57% CAGR since [----] It is currently selling at a P/FCF of [--] https://t.co/sSppePejMH"  
[X Link](https://x.com/TradingDeskTy/status/2022355815923859467)  2026-02-13T17:02Z [---] followers, [---] engagements


"I opened a position in $PGY yesterday. Pagaya seems to cheap to ignore. Forward P/E: 6x Price to Sales: 0.9x EV/EBITDA: 1.8x 5Y Revenue CAGR: 50% $PGY is now 5% of my portfolio"  
[X Link](https://x.com/TradingDeskTy/status/2022358078541435172)  2026-02-13T17:11Z [---] followers, [----] engagements


"Duolingo is a textbook case of "Price vs. Value". Drawdown: -80% from all-time highs. Growth: 40% 5-year revenue CAGR. Valuation: 14x P/E (lowest since IPO). Under $100 might be a generational buying opportunity. $DUOL"  
[X Link](https://x.com/TradingDeskTy/status/2022360228126429637)  2026-02-13T17:20Z [---] followers, [---] engagements


"Pagaya is trading at a significtaly lower EV/EBITDA multpile than its peers. $PGY: 5.58x $BOX: 10.84x $GWRE: 38.78x $IOT: 50.81x $BILL: 13.73x $FIGMA: 101.89x $UPST: 18.13x $SAIL: 38.44x $WK: 33.42x"  
[X Link](https://x.com/TradingDeskTy/status/2014710965435015350)  2026-01-23T14:45Z [---] followers, [----] engagements


"Monday(.)com stock is down 55% since IPO. Yet revenue has grown 400%. $MNDY Monday dot com since going public Revenue: +387% Stock Price: -55% $MNDY https://t.co/EvXqFed66B Monday dot com since going public Revenue: +387% Stock Price: -55% $MNDY https://t.co/EvXqFed66B"  
[X Link](https://x.com/TradingDeskTy/status/2019028162219311468)  2026-02-04T12:40Z [---] followers, [----] engagements


"$DUOL FCF is scaling 3x faster than their equity packages. FCF Growth: +115% SBC Dilution: +40% Yet the stock is at all-time lows"  
[X Link](https://x.com/TradingDeskTy/status/2019071828388389144)  2026-02-04T15:33Z [---] followers, [---] engagements


"Daily $DUOL Fact: China is Duolingo's faster growing country. China. is our fastest-growing country. It is our second largest country in terms of DAUs and growing fast. engagement is very high retention is high. Luis von Ahn CEO"  
[X Link](https://x.com/TradingDeskTy/status/2019405227837767933)  2026-02-05T13:38Z [---] followers, [---] engagements


"Chipotle opened [---] new restaurants97 including Chipotlanes in Q4 '25. Revenue hit $3B yet comparable sales fell 2.5%. In other words: prices are up but traffic is down. Expansion is currently the only thing masking the decline in their business. $CMG"  
[X Link](https://x.com/TradingDeskTy/status/2019413199376806321)  2026-02-05T14:10Z [---] followers, [---] engagements


"Meet Shift4 Payments $FOUR. Shift4 provides a unified commerce platform that integrates payment processing point-of-sale hardware and business analytics software. They specialize in environments like hotels stadiums and restaurants handling billions in transactions through an end-to-end ecosystem. This stock is 52% from ATH's. https://twitter.com/i/web/status/2019422259392151575 https://twitter.com/i/web/status/2019422259392151575"  
[X Link](https://x.com/TradingDeskTy/status/2019422259392151575)  2026-02-05T14:46Z [---] followers, [---] engagements


"$DUOL has an ARPU of $25 and 135M MAUs. 🧵(1/3) This proves Duolingo is not just growing their user base but effectively building a high-margin engine that is building customer value. This thread goes through the three catalysts pushing these metrics. Catalyst 1: Tiered subscriptions. Duolingo is successfully migrating its user base from the standard $10/mo "Super" plan to Duolingo Max ($168/year). By adding high-value AI features like Video Call with Lily and Roleplay theyve managed to grow subscription ARPU by 7% YoY. As of late [----] Duolingo Max already makes up roughly 9% of their paid"  
[X Link](https://x.com/TradingDeskTy/status/2020879661043962223)  2026-02-09T15:17Z [---] followers, [----] engagements


"$ZETA is down 22% YTD. 🔴 I have been buying aggressively. Whos ready for earnings"  
[X Link](https://x.com/TradingDeskTy/status/2022421308102107271)  2026-02-13T21:23Z [---] followers, [---] engagements


"$SOFI earnings are next Friday and I couldn't be more confident. The Expectations: Revenue: $973M EPS: $0.11 Remember CEO: Anthony Noto has a performance stock package that only vests if the share price hits $25 $35 and $45 by June [----]. If he hits all three that package alone is worth $280M. Betting against this earnings report is betting against a man who needs the stock to 2x to get paid. https://twitter.com/i/web/status/2014703415679713713 https://twitter.com/i/web/status/2014703415679713713"  
[X Link](https://x.com/TradingDeskTy/status/2014703415679713713)  2026-01-23T14:15Z [---] followers, [----] engagements


"Anthony Noto has a pay package totalling $280M aslong as the stock hits $45 by June this year. That gives him [--] quarters to move the stock up 74%. Is this goal reachable or Is Noto's pay going to get cut short. $SOFI earnings this Friday"  
[X Link](https://x.com/TradingDeskTy/status/2015762141454975154)  2026-01-26T12:22Z [---] followers, [----] engagements


"@Hedge_Hammer I dont think its overvalued. Investors are pricing in serious growth but theyve also shown us great numbers"  
[X Link](https://x.com/TradingDeskTy/status/2016153229881418081)  2026-01-27T14:16Z [---] followers, [--] engagements


"$CRM might be broken. They were just awarded a [--] Year $5.6B contract from the US Army thats an additonal $560M of revenue a year. Stock is flat. The Army just awarded Salesforce $CRM a $5.6 Billion contract over [--] years The military will get access to tools like Slack with the goal of speeding up antiquated and outdated practices - WSJ https://t.co/Ldann5XA9t The Army just awarded Salesforce $CRM a $5.6 Billion contract over [--] years The military will get access to tools like Slack with the goal of speeding up antiquated and outdated practices - WSJ https://t.co/Ldann5XA9t"  
[X Link](https://x.com/TradingDeskTy/status/2016169767128719475)  2026-01-27T15:21Z [---] followers, [---] engagements


"$HIMS back under $30. 2Y Revenue CAGR: 62% 2Y Subscriber Growth: 33% (2.5M) Maintained positive FCF while closing [--] major acquisitions. The thesis is still intact. Yet the stock has pulled back while maintaining hyper-growth and absorbing significant M&A costs. Easy buy here IMO. https://twitter.com/i/web/status/2016215377970397235 https://twitter.com/i/web/status/2016215377970397235"  
[X Link](https://x.com/TradingDeskTy/status/2016215377970397235)  2026-01-27T18:23Z [---] followers, [---] engagements


"Peacock is cheaper thats for sure. But it doesn't come close to offering the same amount of sports content that $FUBO does. No one else really offers as much as content as Fubo Atleast that I am aware of. There customers are more for people that want a [--] in done cable like subscription https://twitter.com/i/web/status/2016247404790435976 https://twitter.com/i/web/status/2016247404790435976"  
[X Link](https://x.com/TradingDeskTy/status/2016247404790435976)  2026-01-27T20:30Z [---] followers, [---] engagements


"Institutions don't load up for no reason. They are positioning for a major move based on research and access that retail traders simply don't have. $PGY $ZETA $HIMS $HIMS $ZETA $PGY institutions are stocking up Coincidence https://t.co/XYUrAcEt1o $HIMS $ZETA $PGY institutions are stocking up Coincidence https://t.co/XYUrAcEt1o"  
[X Link](https://x.com/TradingDeskTy/status/2016251113297879359)  2026-01-27T20:45Z [---] followers, [----] engagements


"The Fintech giants $HOOD & $SOFI are pricing in some serious growth. Forward P/E's: $SOFI: [----] $HOOD: [----] Im taking SoFi over Robinhood"  
[X Link](https://x.com/TradingDeskTy/status/2016846788406161654)  2026-01-29T12:12Z [---] followers, [---] engagements


"$SOFI slipped under $25 just two days before earnings. Who's buying this dip pre-earnings The Expectations: Revenue: $973M EPS: $0.11 My Expectations: Revenue: $1B EPS: $0.15"  
[X Link](https://x.com/TradingDeskTy/status/2016876987353080116)  2026-01-29T14:12Z [---] followers, [---] engagements


"@FiscalChirp $SOFI is 18% of my portfolio. I couldn't be more ready for tommorow"  
[X Link](https://x.com/TradingDeskTy/status/2016884612534776203)  2026-01-29T14:42Z [---] followers, [--] engagements


"$AMZN is trading humans for compute. Revenue/Employee: $292k $410k (+40%). They just cut 16k corporate jobs to pour $118B into AI and robots. Revenue is climbing headcount is flat and Jassy is running it like a startup. $AMZN Amazon is getting leaner. Revenue per employee: $292K (2021) $410K (2024) That's +40% efficiency in [--] years. Today they announced [-----] more layoffs. [-----] corporate jobs cut since October. Where's the money going $118B capex in [----] mostly AI infrastructure https://t.co/L88wc2Q8uM $AMZN Amazon is getting leaner. Revenue per employee: $292K (2021) $410K (2024) That's"  
[X Link](https://x.com/TradingDeskTy/status/2016926943170752945)  2026-01-29T17:30Z [---] followers, [---] engagements


"3 Reasons Im bullish heading into $SOFI earnings today. [--] The "Trump Accounts" Catalyst. SoFi isn't just participating; they are leading. Noto has committed to matching the $1k federal grant for all SoFi employees This is a massive government-subsidized funnel for [----] membership growth. [--] The $1B Revenue Milestone SoFi hit $962M in Q3. They only need a tiny 4% bump to crack $1 Billion in quarterly revenue for the first time. The breakout for the stock is ballistic. [--] The Flywheel is Real In Q3 Financial Services revenue grew 76% YoY and they added 1.4M new products. The cross-sell strategy"  
[X Link](https://x.com/TradingDeskTy/status/2017203388447068495)  2026-01-30T11:49Z [---] followers, [---] engagements


"$META is forecasting to double there CapEx spend in [----] to $135 billion. When does this bubble pop "We anticipate [----] capital expenditures to be in the range of $115 billion to $135 billion." $META https://t.co/FsVtyXGwaE "We anticipate [----] capital expenditures to be in the range of $115 billion to $135 billion." $META https://t.co/FsVtyXGwaE"  
[X Link](https://x.com/TradingDeskTy/status/2017219746119270630)  2026-01-30T12:54Z [---] followers, [---] engagements


"@Ashton_1nvests The growth this year is going to be BALLISTIC"  
[X Link](https://x.com/TradingDeskTy/status/2017261791282155821)  2026-01-30T15:41Z [---] followers, [--] engagements


"Portfolio Update: $ZETA - 17% $SOFI - 16% $AMD - 13% $META - 11% $PATH - 9% $AMZN - 9% Stocks I bought this month: $PATH $ZETA $META $HIMS See the other 23% on Blossom Social"  
[X Link](https://x.com/TradingDeskTy/status/2017348140962111592)  2026-01-30T21:24Z [---] followers, [---] engagements


"See my entire portfolio for free and track my trades live on Blossom Social the investing social network. https://link.blossomsocial.com/7uYa/u9i9g06x https://link.blossomsocial.com/7uYa/u9i9g06x"  
[X Link](https://x.com/TradingDeskTy/status/2017348143201857787)  2026-01-30T21:24Z [---] followers, [--] engagements


"@MarketMatrixs Its hefty"  
[X Link](https://x.com/TradingDeskTy/status/2017430086337675571)  2026-01-31T02:49Z [---] followers, [--] engagements


"$NOW grown their revenue to $3B+/quarter. Yet the stock has under performed the market by 82%. 5Y Revenue CAGR: 24% 5Y Stock Price: +7% Foward P/E: 28x "This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building. This is a one of one company. That's not speculation it's a fact." - Bill McDermott CEO ServiceNow $NOW https://t.co/aNlvXxZNTU "This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building. This is a one of one company. That's not speculation it's a fact." - Bill McDermott CEO ServiceNow $NOW"  
[X Link](https://x.com/TradingDeskTy/status/2017729857262670054)  2026-01-31T22:41Z [---] followers, [---] engagements


"SoFi added [--] million new members this quarter (+34% YoY). The market's reaction Selling it off 16% from pre-market highs. If you ever needed proof that short-term price action is disconnected from business fundamentals this is it. $SOFI SoFi just added [--] million new members in a single quarter (+34.8% YoY). For perspective Wells Fargo added 1.4M mobile active customers in all of [----]. $SOFI https://t.co/3gJcr9pTO9 SoFi just added [--] million new members in a single quarter (+34.8% YoY). For perspective Wells Fargo added 1.4M mobile active customers in all of [----]. $SOFI https://t.co/3gJcr9pTO9"  
[X Link](https://x.com/TradingDeskTy/status/2017734387010572614)  2026-01-31T22:59Z [---] followers, [---] engagements


"@CarsonTalkMoney $SOFI has a much higher upside IMO"  
[X Link](https://x.com/TradingDeskTy/status/2017995401786237406)  2026-02-01T16:16Z [---] followers, [--] engagements


"$AMD announced they are expecting revenue to grow at a faster rate than their projected 35% for the next 3-5 years They also mentioned they believe the data center market is worth $1T by [----]. (Worth $384B now) Data center revenue grew ar 94% YoY quarterly growth 120% in [----]. https://twitter.com/i/web/status/1988622502046712251 https://twitter.com/i/web/status/1988622502046712251"  
[X Link](https://x.com/TradingDeskTy/status/1988622502046712251)  2025-11-12T14:58Z [---] followers, [--] engagements


"$GRAB up 8% following the news of GoTo's New CEO annouced he wants to speed the merger between GoTo and Grab Holdings. This move put Grab above the 200D EMA and bouncing off the 150D"  
[X Link](https://x.com/TradingDeskTy/status/1993005638612611206)  2025-11-24T17:15Z [---] followers, [----] engagements


"Companies like Walmart and Home Depot thrive of high volume low margins. $WMT: Revenue: $179B Profit Margin: 3.4% Net Income: $6B $HD: Revenue: $41B Profit Margin: 8.7% Net Income: $3B Scale wins not margins"  
[X Link](https://x.com/TradingDeskTy/status/2010713381079015769)  2026-01-12T14:00Z [---] followers, [---] engagements


"The "death of the credit card" isn't a theory anymore. Its a $500B+ reality. $KLAR is sustaining a 27% CAGR while BNPL now has 5% of all global transactions. The shift from high-interest debt to Klarnas "Pay-in-4" is the biggest change in consumer finance this decade. The consumer is in REALLY bad shape My thesis: https://t.co/rI7ZIoeZyJ The consumer is in REALLY bad shape My thesis: https://t.co/rI7ZIoeZyJ"  
[X Link](https://x.com/TradingDeskTy/status/2011792484364607797)  2026-01-15T13:28Z [---] followers, [----] engagements


"This company is growing 40% every year $PGY: Pagaya Technologies Ltd. Pagaya is an AI-driven network that enables banks and financial institutions to approve more loan applicants by using machine learning to assess creditworthiness beyond traditional credit scores. The platform acts as a bridge connecting these approved loans to institutional investors who provide the funding allowing lenders to expand their volume without holding the credit risk on their own balance sheets. Essentially they're a matchmaker that uses AI to help banks say "yes" to more loans and then flips them over to"  
[X Link](https://x.com/TradingDeskTy/status/2012595885947949141)  2026-01-17T18:40Z [---] followers, [---] engagements


"Meet $DAVE: Dave is a digital banking app known for providing interest-free cash advances of up to $500 to help users cover expenses and avoid overdraft fees. It also offers a spending account budgeting tools and credit-building features to help members manage their day-to-day finances. 2Y Revenue CAGR: 51% FCF Yield: 9.6% https://twitter.com/i/web/status/2013999275613843824 https://twitter.com/i/web/status/2013999275613843824"  
[X Link](https://x.com/TradingDeskTy/status/2013999275613843824)  2026-01-21T15:37Z [---] followers, [---] engagements


"Spotify has over 700M MAU's 5Y CAGR: 17%. Yet people are worried about the war between Apple Music vs. Spotify. This one seems like more of a data play. $SPOT"  
[X Link](https://x.com/TradingDeskTy/status/2014684793439445032)  2026-01-23T13:01Z [---] followers, [---] engagements


"@finance_intell Maybe im mis understanding what youre saying Since Q4 [--] SoFi has achieved $1B in revenue per quarter"  
[X Link](https://x.com/TradingDeskTy/status/2015092370811785226)  2026-01-24T16:00Z [---] followers, [--] engagements


"$PGY isn't burning cash to keep the lights on; they are leveraging their balance sheet to print money. They currently have $800M of debt that funds their Risk Retention (the 5% slice they must hold). Yet they borrow capital at 9% to buy assets that yield 20%+ aslong as their AI underwriting continues to perform. It is a pure arbitrage bet . They are using debt to double down on their own algorithm instead of diluting shareholders with equity offerings. Bull Case Vs. Bear Case: The Bull Case: High-conviction leverage. If the AI works that debt creates a massive ROE flywheel. The Bear Case: If"  
[X Link](https://x.com/TradingDeskTy/status/2015539195675082959)  2026-01-25T21:36Z [---] followers, [----] engagements


"@Investinc_Intel Hot take: $LMND $ROOT"  
[X Link](https://x.com/TradingDeskTy/status/2015543847099437199)  2026-01-25T21:54Z [---] followers, [---] engagements


"I see a clear disconnect. $PGY has dumped 52% since Sept. '25. QoQ Revenue growth: +7.2%. Estimates project flat revenue for Q4. Im not buying it"  
[X Link](https://x.com/TradingDeskTy/status/2015799386769637406)  2026-01-26T14:50Z [---] followers, [----] engagements


"My worst performing stock: $FUBO My cost basis is $3.70. Down 41% Not all stocks are winners"  
[X Link](https://x.com/TradingDeskTy/status/2016183794752225513)  2026-01-27T16:17Z [---] followers, [----] engagements


"@RonONeil11 Im holding. The thesis is still intact nothing has changed except for the $DIS merger which was massive. Im also pretty bullish headed into earnings. This will be the first quarter reported after the merger. I think we could see great numbers"  
[X Link](https://x.com/TradingDeskTy/status/2016208356575248525)  2026-01-27T17:55Z [---] followers, [---] engagements


"$PGY Fun Fact: They are currently the #1 issuer of Personal Loan ABS in the US. They evaluate $1 Trillion in loan applications annually but they don't lend their own money. They pre-fund the loans with institutional capital before the loan is even originated. Its a securitization machine disguised as an AI company. *Charts are from Q2 '25 slides.* https://twitter.com/i/web/status/2016868179809833123 https://twitter.com/i/web/status/2016868179809833123"  
[X Link](https://x.com/TradingDeskTy/status/2016868179809833123)  2026-01-29T13:37Z [---] followers, [----] engagements


"Bought more $PATH yesterday @ $13.22. 24% increase"  
[X Link](https://x.com/TradingDeskTy/status/2017260881680207941)  2026-01-30T15:37Z [---] followers, [---] engagements


"@trevhesinvests Great write up Trevor. $FUBO bulls were so focused on merger hype. But Fubo is shifting the market from PayTV to a SaaS model and their fundamentals are improving. This stock is underrated"  
[X Link](https://x.com/TradingDeskTy/status/2017678929096552761)  2026-01-31T19:18Z [---] followers, [---] engagements


"$PLTR reports earnings on Monday. The stock currently trades at a 202x multiple. How overvalued can Palantir get"  
[X Link](https://x.com/TradingDeskTy/status/2017738916783382895)  2026-01-31T23:17Z [---] followers, [----] engagements


""AI is going to kill EdTech." Meanwhile $DUOL has 135M Monthly Active Users (20% YoY Growth). Lets be realistic: 99% of people can barely use Excel. They aren't going to "code their own AI teaching platform." They want free easy and gamified wins"  
[X Link](https://x.com/TradingDeskTy/status/2017740426967716255)  2026-01-31T23:23Z [---] followers, [---] engagements


"$PATH is down 20% YTD. If you were willing to buy @ $15 why aren't you buying at $12.50 Give me all your shares"  
[X Link](https://x.com/TradingDeskTy/status/2017749486462996645)  2026-01-31T23:59Z [---] followers, [---] engagements


"$MSFT has $625B of Cloud Backlog. 45% of it belongs to OpenAI. Thats concentration risk if Ive ever seen it. Microsoft's total commercial RPO jumped 110% YoY to $625 billion. Approximately 45% belongs to OpenAI. $MSFT https://t.co/F24qRrpzLI Microsoft's total commercial RPO jumped 110% YoY to $625 billion. Approximately 45% belongs to OpenAI. $MSFT https://t.co/F24qRrpzLI"  
[X Link](https://x.com/TradingDeskTy/status/2018058581812080745)  2026-02-01T20:27Z [---] followers, [---] engagements


"Duolingo's subscription revenue is growing faster than user growth. Subscription Revenue: $230M (+46% YoY) User Growth (DAU): 50.5M (+36% YoY) Meaning 20% of their DAUs are paid. For explanation the standard is 2-5% for freemium models. $DUOL"  
[X Link](https://x.com/TradingDeskTy/status/2018110865858236812)  2026-02-01T23:54Z [---] followers, [---] engagements


"$DUOL Fun Fact: Duolingo Chess is their fastest-growing platform with "millions of users." "So needless to say we're very excited about chess. It is the fastest-growing course that we had. It's growing much faster than math and music and faster than the way originally languages grew. It's true we have millions of users. We're not saying exactly how many but it's already surpassed math and music." Luis von Ahn CEO & Co-founder https://twitter.com/i/web/status/2018385229086658594 https://twitter.com/i/web/status/2018385229086658594"  
[X Link](https://x.com/TradingDeskTy/status/2018385229086658594)  2026-02-02T18:05Z [---] followers, [----] engagements


"$FUBO deep dive written by @trevhesinvests. Earnings tommorow give it a read Alright guys Ive been teasing something behind the scenes the past few days and I can FINALLY share it today: Over the past week Ive been working on a deep dive on $FUBO and it was just published and featured on @YahooFinance This feels incredibly surreal. Ive spent https://t.co/RGPPZKeupf Alright guys Ive been teasing something behind the scenes the past few days and I can FINALLY share it today: Over the past week Ive been working on a deep dive on $FUBO and it was just published and featured on @YahooFinance This"  
[X Link](https://x.com/TradingDeskTy/status/2018386637227520033)  2026-02-02T18:10Z [---] followers, [----] engagements


"@Ashton_1nvests You should own more $ZETA. What % of your portfolio do you want it to be"  
[X Link](https://x.com/TradingDeskTy/status/2018436060636725291)  2026-02-02T21:27Z [---] followers, [---] engagements


"$DUOL stock since IPO: -5% FCF/share since IPO: +971% Am I blind or is the market missing this opportunity. $DUOL stock is down 5% since IPO despite FCF per share growing nearly 1000% . WOW https://t.co/63HBXWUbep $DUOL stock is down 5% since IPO despite FCF per share growing nearly 1000% . WOW https://t.co/63HBXWUbep"  
[X Link](https://x.com/TradingDeskTy/status/2018475097548554331)  2026-02-03T00:02Z [---] followers, [---] engagements


"Arista Networks revenue has skyrocketted 5Y CAGR: 30% They design and sell high-performance cloud networking solutions including data center switches and software that enable scalable secure and low-latency networks for enterprises and cloud providers. If I had to bet I believe they will outperform this year. $ANET https://twitter.com/i/web/status/2009622687333908972 https://twitter.com/i/web/status/2009622687333908972"  
[X Link](https://x.com/TradingDeskTy/status/2009622687333908972)  2026-01-09T13:46Z [---] followers, [---] engagements


"Nike ( $NKE ) has announced a leadership shake-up across its global geographies: 🌍 Europe Middle East and Africa: Csar Garcia becomes VP/GM replacing Carl Grebert who is retiring after [--] years. Greater China: Cathy Sparks becomes VP/GM replacing Angela Dong who is leaving the company. 🌎 Asia Pacific Latin America: Cristin Crissy Campbell steps in as Interim VP/GM to replace Cathy Sparks. https://twitter.com/i/web/status/2014109007414280493 https://twitter.com/i/web/status/2014109007414280493"  
[X Link](https://x.com/TradingDeskTy/status/2014109007414280493)  2026-01-21T22:53Z [---] followers, [---] engagements


"@trevhesinvests Q4 earnings could be huge However theyre expecting zero revenue growth. Do you think there sand bagging"  
[X Link](https://x.com/TradingDeskTy/status/2016124326907367445)  2026-01-27T12:21Z [---] followers, [---] engagements


"Ouch. $UNH under $300 post-earnings. Weak Guidance: [----] revenue is projected to drop to $439B missing the $454B estimate. Medicare Rate Shock: CMS proposed a virtually flat 0.09% rate increase for [----] far below industry hopes. Stock is now down 52% from ATHs"  
[X Link](https://x.com/TradingDeskTy/status/2016203549924036634)  2026-01-27T17:36Z [---] followers, [---] engagements

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