#  @alexis04613 alexbxl98
alexbxl98 posts on X about $sofi, $pypl, $hims, $googl the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::1228138645/interactions)
- [--] Week [------] -71%
- [--] Month [-------] -18%
- [--] Months [---------] +82%
### Mentions: [--] [#](/creator/twitter::1228138645/posts_active)
- [--] Week [--] -56%
- [--] Month [---] +21%
- [--] Months [---] +4.90%
### Followers: [------] [#](/creator/twitter::1228138645/followers)
- [--] Week [-----] +1%
- [--] Month [-----] +7.10%
- [--] Months [-----] +141%
### CreatorRank: [---------] [#](/creator/twitter::1228138645/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [celebrities](/list/celebrities) [gaming](/list/gaming) [products](/list/products)
**Social topic influence**
[$sofi](/topic/$sofi) #440, [$pypl](/topic/$pypl) #2461, [$hims](/topic/$hims) #217, [$googl](/topic/$googl), [$zeta](/topic/$zeta) #238, [$tsm](/topic/$tsm), [$lmnd](/topic/$lmnd), [$oscr](/topic/$oscr), [in the](/topic/in-the), [$nvo](/topic/$nvo)
**Top accounts mentioned or mentioned by**
[@dividenddudex](/creator/undefined) [@ashton1nvests](/creator/undefined) [@tacticzh](/creator/undefined) [@theeuinvestor](/creator/undefined) [@anthonynoto](/creator/undefined) [@meeijer](/creator/undefined) [@himshouse](/creator/undefined) [@investingbygenz](/creator/undefined) [@datadinvesting](/creator/undefined) [@sofi](/creator/undefined) [@thelonginvest](/creator/undefined) [@mmoney642](/creator/undefined) [@yodastockinvest](/creator/undefined) [@thexcapitalist](/creator/undefined) [@mmatters22596](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@kylewhitegoat](/creator/undefined) [@wealthmatica](/creator/undefined) [@watcherguru](/creator/undefined) [@techinvestor20](/creator/undefined)
**Top assets mentioned**
[RAI Finance (SOFI)](/topic/$sofi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ZetaChain (ZETA)](/topic/$zeta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Novo-Nordisk (NVO)](/topic/$nvo) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [UnitedHealth Group (UNH)](/topic/$unh) [Duolingo, Inc. (DUOL)](/topic/$duol) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [The Root Network (ROOT)](/topic/$root) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Chime Financial, Inc (CHYM)](/topic/$chym) [Eli Lilly and Company (LLY)](/topic/$lly) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours
"The more I read about Peter Lynch the more I'm convinced he would have invested in $SOFI. A company growing the top-line 33% YoY improving on all metrics of profitability in a challenging environment while the stock is nearly not moving at all"
[X Link](https://x.com/alexis04613/status/1921184761709486410) 2025-05-10T12:45Z [--] followers, [----] engagements
"In the end investing it's all about trust. Do you trust management delivering the future guidance they expect In $SOFI 's case they beat expectations every time. Even if they don't hit their [----] targets the company will still make more money tomorrow than today"
[X Link](https://x.com/alexis04613/status/1921970358128632038) 2025-05-12T16:46Z [--] followers, [---] engagements
"Never short a company with growth numbers like this. $HIMS being up +15% on the day. It's okay shorties with all that stress the past month (up +135 MoM) you might have lost some hair. Guess what $HIMS' products can help you out with their products"
[X Link](https://x.com/alexis04613/status/1922386308669849629) 2025-05-13T20:19Z [--] followers, [---] engagements
"My advice to the shorts: the company is growing fast and proving it's not only a GLP-1 story. It's time to cover your positions if you want those margin calls from your broker to stop. 😅"
[X Link](https://x.com/alexis04613/status/1922386311098278321) 2025-05-13T20:19Z [--] followers, [--] engagements
"$SOFI CEO Anthony Noto said during the JP Morgan Global Technology Media and Communications Conference wanting to get to 50M members by [----]. Right now SoFi counts 11M. That would be approximately 2M new members per quarter"
[X Link](https://x.com/alexis04613/status/1923493153727791115) 2025-05-16T21:37Z [--] followers, [---] engagements
"Either way getting to 50M members would be a huge step for $SOFI's goal to be a top [--] financial institution measured my market cap. A few tech deals could change the narrative about SoFi and give the stock a higher multiple. 50M members on a total U.S. population of 340M (assuming no international expansion) Is that the Big Hairy Audacious Goal (BHAG) he didn't want to share during a SoFi podcast earlier (starting from 43:16) https://t.co/VRh1sMYFEG 50M members on a total U.S. population of 340M (assuming no international expansion) Is that the Big Hairy Audacious Goal (BHAG) he didn't want"
[X Link](https://x.com/alexis04613/status/1923496203993391468) 2025-05-16T21:50Z [--] followers, [---] engagements
"Combine that with a higher demand for the Loan Platform Business this will increase SoFi's profitability (more fee-based revenue less risk) and could result in a significant rise in stock price. The future looks bright for $SOFI"
[X Link](https://x.com/alexis04613/status/1923496205905977492) 2025-05-16T21:50Z [--] followers, [--] engagements
"Conference finals at MSG. First time since [----] Go knicks 🧡💙 KNICKS ADVANCE TO EASTERN CONFERENCE FINALS FOR THE FIRST TIME SINCE [----] 🚨 https://t.co/T9m6aWmUoC KNICKS ADVANCE TO EASTERN CONFERENCE FINALS FOR THE FIRST TIME SINCE [----] 🚨 https://t.co/T9m6aWmUoC"
[X Link](https://x.com/alexis04613/status/1923667030613397814) 2025-05-17T09:08Z [--] followers, [--] engagements
"Made a $TSM earnings projection a couple of weeks ago. My buy price - with very conservative assumptions - is 183$. Wouldn't mind buying at a higher price if the fundamentals keep getting better. The company is one of the best managed and most important companies in the world"
[X Link](https://x.com/alexis04613/status/1924386085519372456) 2025-05-19T08:46Z [--] followers, [--] engagements
"$NVDA CEO's comment about $TSM's 2nm and 3nm being fairly priced tells you everything you need to know. TSMC has an amazing moat that takes years and a lot of money to disrupt. I'm long on $TSM and happy they are diversifying away from Taiwan. Amazing company. NFA"
[X Link](https://x.com/alexis04613/status/1924386087578779958) 2025-05-19T08:46Z [--] followers, [---] engagements
"The most important moat: pricing power. Your product is THAT good that you can sell it a higher price without losing demand for it. It took $TSM years to build that moat and now they are reaping the benefits of it. #TSMC $NVDA CEO's comment about $TSM's 2nm and 3nm being fairly priced tells you everything you need to know. TSMC has an amazing moat that takes years and a lot of money to disrupt. I'm long on $TSM and happy they are diversifying away from Taiwan. Amazing company. NFA $NVDA CEO's comment about $TSM's 2nm and 3nm being fairly priced tells you everything you need to know. TSMC has"
[X Link](https://x.com/alexis04613/status/1924387506465788048) 2025-05-19T08:51Z [--] followers, [--] engagements
"Health insurance company Oscar Health $OSCR has a market cap of 4B $ while their TTM revenue hit 10B $. Management expects 22% YoY growth for the top-line(revenue) for [----] and 20% till [----]. EPS is expected to grow +600% in [----] and management expects 2.25$ EPS in [----]. #oscr"
[X Link](https://x.com/alexis04613/status/1924867621243011455) 2025-05-20T16:39Z [--] followers, [---] engagements
"It looks like the fundamentals are backed by the numbers. I need to dig deeper in the company but a Price to Sales valuation of less than [--] (0.42 for $OSCR) screams a buying opportunity. Not financial advice"
[X Link](https://x.com/alexis04613/status/1924867623365337130) 2025-05-20T16:39Z [--] followers, [--] engagements
"@SimonBxl2800 might need your take on this one"
[X Link](https://x.com/alexis04613/status/1924867828949090679) 2025-05-20T16:40Z [--] followers, [--] engagements
"$GOOGL Gemini monthly active users reaches 400M+ 50M more than three weeks ago. "Google Search is dead". Sundar is delivering and y'all are selling this amazing company. #Google"
[X Link](https://x.com/alexis04613/status/1924893422130721152) 2025-05-20T18:22Z [--] followers, [---] engagements
"Hot take: Stock I would own for [--] years: $HIMS $OSCR $CELH Stocks I would own for [--] years: $SOFI $TSM $NVDA $AMZN $HOOD $GOOGL"
[X Link](https://x.com/alexis04613/status/1925095357332992349) 2025-05-21T07:44Z [--] followers, [----] engagements
"@TacticzH $ASML 's customer $TSM"
[X Link](https://x.com/alexis04613/status/1925274055071981734) 2025-05-21T19:34Z [--] followers, [--] engagements
"$TSM On quite a run lately: +29% in a month. TSMC joined the 1T$ club once again. $NVDA earnings in [--] days could make this go even higher. I expect a triple beat. Let's wait & see"
[X Link](https://x.com/alexis04613/status/1925617825936187813) 2025-05-22T18:20Z [--] followers, [--] engagements
"@gurgavin $SOFI"
[X Link](https://x.com/alexis04613/status/1925618683608526949) 2025-05-22T18:24Z [--] followers, [--] engagements
"@meeijer Great picks $GOOGL $NVDA $TSM $ASML and $AMZN are my favorites of this list. These will continue to dominate in the next few years"
[X Link](https://x.com/alexis04613/status/1926586194713801017) 2025-05-25T10:28Z [--] followers, [---] engagements
"Let me remind you that $SOFI still looks cheap on a PEG ratio. FY [----] EPS came in at 0.15$. For FY [----] EPS guidance management expect 0.27$ to 0.28$ (previously from 0.25$ to 0.27$). Let's say they will hit 0.30$ as they are sandbagging these numbers"
[X Link](https://x.com/alexis04613/status/1926959285306593602) 2025-05-26T11:11Z [--] followers, [---] engagements
"That's 100% EPS growth in [--] year. $SOFI 's current PE is [--]. 30/100 gives us a PEG ratio of [----]. The PE ratio of SoFi may look expensive but:"
[X Link](https://x.com/alexis04613/status/1926959288645255599) 2025-05-26T11:11Z [--] followers, [--] engagements
"- $SOFI turned profitable [--] year ago. PE ratios tend to be more expensive for growth companies - SoFi is not trying to optimize earnings as they are reinvesting more in the business - by factoring in the growth you can see in if SoFi is expensive or not"
[X Link](https://x.com/alexis04613/status/1926959293217046908) 2025-05-26T11:11Z [--] followers, [---] engagements
"Conclusion: the PEG ratio is a good ratio to analyze growth companies just like Peter Lynch did. A PEG ratio of less than [--] shows that the stock is undervalued compared to his future growth. $SOFI is one of those as they have a PEG ratio of [----]. Not financial advice"
[X Link](https://x.com/alexis04613/status/1926959296790618436) 2025-05-26T11:11Z [--] followers, [---] engagements
"European markets are all green on Trumps's news. Could be an indicator for tomorrow's U.S. opening. 📈🟢 $HIMS $SOFI $HOOD $NVDA $PLTR $AMZN #investing"
[X Link](https://x.com/alexis04613/status/1926998467500499187) 2025-05-26T13:46Z [--] followers, [---] engagements
"@Ashton_1nvests Depends. If you put 1M$ in divididend stocks with a 5% dividend it will give you approximately 50k a year so 4k$ every month. 2M$ would be better even though with 1M$ you can start thinking about retiring"
[X Link](https://x.com/alexis04613/status/1927247900762845333) 2025-05-27T06:18Z [--] followers, [--] engagements
"$HIMS New short data is out. Shorts keep shorting even more and it hit an all time high. 🤯 Let me remind the shorts: never short a company that posts numbers like this. You are playing with fire"
[X Link](https://x.com/alexis04613/status/1927451332387999904) 2025-05-27T19:46Z [--] followers, [----] engagements
"Waymo is expanding to Houston San Antonio and Orlando. In [--] months monthly rides have grown by 5800% in California. People like the convenience of the ride and it looks like the hurdles regarding safety are behind us. I like $GOOGL's execution with Waymo. I wish $GOOG could expand Waymo to Europe. I think it's a matter of time for it to happen"
[X Link](https://x.com/alexis04613/status/1927643038668472547) 2025-05-28T08:28Z [--] followers, [--] engagements
"While $HIMS is growing fast $CVS is suffering. Healthcare - just like banking - is being disrupted and it was about time. Convenience personalization and digital-first is the way to go. $CVS has announced it will be closing [---] stores. This follows the closure of around [---] locations between [----] and [----]. $CVS has announced it will be closing [---] stores. This follows the closure of around [---] locations between [----] and 2024"
[X Link](https://x.com/alexis04613/status/1928191587311407237) 2025-05-29T20:47Z [--] followers, [--] engagements
"One of my favorite Peter Lynch quotes: "Stocks are not lottery tickets". I believe he would have bought $SOFI if he was still active. SoFi EPS for FY [----] came in at $0.15. For FY [----] management expects $0.27 to $0.28. I believe they will hit $0.30. That's 100% EPS growth in [--] year. SoFi's current PE is [--]. 32/100 gives us a PEG ratio of [----]. Peter Lynch looked for fast growing companies with a PEG ratio of less than [--]. SoFi looks to be undervalued relative to its future growth"
[X Link](https://x.com/alexis04613/status/1928428302890577932) 2025-05-30T12:28Z [---] followers, [---] engagements
"Interesting. After building plants in Arizona and Germany the UAE could be next. $TSM $TSM REPORTEDLY CONSIDERING ADVANCED CHIP PLANT IN UAE 👀 https://t.co/31ZLCIfuFl $TSM REPORTEDLY CONSIDERING ADVANCED CHIP PLANT IN UAE 👀 https://t.co/31ZLCIfuFl"
[X Link](https://x.com/alexis04613/status/1928793312070189514) 2025-05-31T12:38Z [--] followers, [--] engagements
"@danielisdizzy Very good picks. Would have added $SOFI too but that portfolio is very strong for the next few years"
[X Link](https://x.com/alexis04613/status/1929174369273569729) 2025-06-01T13:53Z [--] followers, [---] engagements
"@TheLongInvest $SOFI = Tsunoda"
[X Link](https://x.com/alexis04613/status/1929176600865615900) 2025-06-01T14:01Z [--] followers, [----] engagements
"@StockTrader_Max $HIMS high short ratio could lead to higher rewards imo. But $OSCR is very undervalued. Both of them are good picks"
[X Link](https://x.com/alexis04613/status/1929643099258798126) 2025-06-02T20:55Z [---] followers, [---] engagements
"@StockTrader_Max @polhacksack $OSCR as well for me. $HIMS had a nice little run already"
[X Link](https://x.com/alexis04613/status/1929644408082698302) 2025-06-02T21:00Z [--] followers, [---] engagements
"@thegrowthplay I think he would have for sure if we were [--] years earlier. But he bought $NU last years and sold a bit after so it's possible he bought SoFi. I saw somewhere that he bought a secret stock. If it's $SOFI it will fly to the 20' s in one day"
[X Link](https://x.com/alexis04613/status/1929802699765059718) 2025-06-03T07:29Z [---] followers, [---] engagements
"@thexcapitalist @himshouse And based on the latest short data they are increasing. Just crazy to short a company that put 111% YoY revenue growth"
[X Link](https://x.com/alexis04613/status/1929820316588527742) 2025-06-03T08:39Z [---] followers, [---] engagements
"@FabrizioRomano Is the guy good Saw they wanted to spend 40M on him. I've never seen him play. Does his style compare to Jude"
[X Link](https://x.com/alexis04613/status/1930167870006190339) 2025-06-04T07:40Z [---] followers, 24.4K engagements
"Correction: $SOFI 's PE ratio was based on their GAAP EPS instead of the ajusted one. Made the correction here: https://x.com/alexis04613/status/1929929866146656766t=FmWiu9G1LsAaVaR-8lBsdQ&s=19 $SOFI should be at least a $20 stock. Here is why: $SOFI FY2024 EPS came in at $0.15. Management expects FY2025 EPS to come at $0.27 to $0.28. Noto and his team are probably sandbagging these numbers. I believe they will hit $0.30 of EPS for the year. This is a 100% EPS growth https://x.com/alexis04613/status/1929929866146656766t=FmWiu9G1LsAaVaR-8lBsdQ&s=19 $SOFI should be at least a $20 stock. Here is"
[X Link](https://x.com/alexis04613/status/1930189386131394658) 2025-06-04T09:06Z [---] followers, [---] engagements
"$TSM sitting on the same level as $NVDA. We all know $TSM's risk namely Taiwan being invaded. TSMC is diversifying away from Taiwan: they finished building Fab [--] in Arizona. That one is fully operational. Fab [--] and Fab [--] are expected to be operational in the next years. In [----] TSMC announced a $100 billion investment in the U.S. . They are also building fabs in Germany and are in contact to build one in the UAE . There is a reason why Trump wants them to invest in the U.S.: their chips are the best ones and are beating those of $INTC. The moat is one of the strongest I've seen (they are"
[X Link](https://x.com/alexis04613/status/1930284153624313868) 2025-06-04T15:22Z [---] followers, [---] engagements
"In case you didn't know Warren Buffet bought 60M shares in [----] but sold all his postion in Q1 of [----] due to I quote "TSMC is a "wonderful company and well-managed the escalating political risks in the region were a significant consideration in our decision to sell." $TSM is surely not for everyone but it's an amazing business putting up big growth numbers"
[X Link](https://x.com/alexis04613/status/1930305139308425479) 2025-06-04T16:46Z [---] followers, [--] engagements
"@thexcapitalist $ASML is such a gem. I already own their customer $TSM but I would place $ASML's moat on the same level as $TSM"
[X Link](https://x.com/alexis04613/status/1930885592671207631) 2025-06-06T07:12Z [---] followers, [---] engagements
"It's S&P rebalancing day. [--] of my holdings are making a good chance of being added. $HOOD & $SOFI. S&P [---] inclusion: $HOOD. Requirements : - market cap of at least $20.5 billion. ✅ ($63 billion) - positive GAAP earnings for [----] and Q1 [----]. ✅ S&P [---] Midcap inclusion: $SOFI. Requirements : - market cap between $7.4 and $20.5 billion. ✅ ($15 billion) - positive GAAP earnings for [----] and Q1 [----]. ✅"
[X Link](https://x.com/alexis04613/status/1930924451840819662) 2025-06-06T09:47Z [---] followers, [----] engagements
"@NighthawkTradez $HIMS is such an amazing business. People are sleeping on the company. https://x.com/alexis04613/status/1930969189151346841t=Kq59TVArE4-fjFkqohHIxg&s=19 This is the reason I started investing heavily in $HIMS. Everything up and to the right. Recurring revenue. Convenience. Patient satisfaction. $HIMS has even more room to grow with the international expansion. I'm very excited for the future. https://t.co/YAphBUAz2j https://x.com/alexis04613/status/1930969189151346841t=Kq59TVArE4-fjFkqohHIxg&s=19 This is the reason I started investing heavily in $HIMS. Everything up and to"
[X Link](https://x.com/alexis04613/status/1930970462705635419) 2025-06-06T12:50Z [---] followers, [---] engagements
"$HIMS It even looks better when looking at the margins. Those are the margins of a growing business. https://t.co/LUwouTEUtX It even looks better when looking at the margins. Those are the margins of a growing business. https://t.co/LUwouTEUtX"
[X Link](https://x.com/alexis04613/status/1930976423675654427) 2025-06-06T13:13Z [---] followers, [--] engagements
"@Tim_Sweeney_TAR @kylewhitegoat What if those analysts just don't know how to value a fintech because it's a relatively new business disrupting the old banking system He's not the only analyst making his model based on the TBV and completely neglecting the growth"
[X Link](https://x.com/alexis04613/status/1931003177152741788) 2025-06-06T15:00Z [---] followers, [---] engagements
"I'm curious to know on what valuation metric he used but I'm sure we all got an idea which one. If you're selling the stock on this news you must be new to $SOFI. They are trying to bring it down every time it runs a bit. They disclose their analysis always on the best moments. Don't listen to the suits they are wrong on this one"
[X Link](https://x.com/alexis04613/status/1931008452224069864) 2025-06-06T15:21Z [---] followers, [---] engagements
"My view on the recent $SOFI downgrade by the 'analyst'. @kylewhitegoat $SOFI is taking their clients deposits and they start seeing this trend worsen. A bank downgrading a fintech nothing to take seriously. @kylewhitegoat $SOFI is taking their clients deposits and they start seeing this trend worsen. A bank downgrading a fintech nothing to take seriously"
[X Link](https://x.com/alexis04613/status/1931011364484501615) 2025-06-06T15:32Z [---] followers, [---] engagements
"@himshouse Shorts shorting a company that delivers [---] YoY revenue growth. Either they want to loose money or they are blind. I just don't get why you would short this company. The bears' thesis has been dead wrong. https://x.com/alexis04613/status/1930969189151346841t=dtdDIH4vZlAsR0-szYr4tA&s=19 This is the reason I started investing heavily in $HIMS. Everything up and to the right. Recurring revenue. Convenience. Patient satisfaction. $HIMS has even more room to grow with the international expansion. I'm very excited for the future. https://t.co/YAphBUAz2j"
[X Link](https://x.com/alexis04613/status/1931011948377763866) 2025-06-06T15:34Z [---] followers, [----] engagements
"@JSpitTrades An idiot and not a long term investor"
[X Link](https://x.com/alexis04613/status/1931116541422289387) 2025-06-06T22:30Z [---] followers, [---] engagements
"Update: no S&P rebalancing this time. Next rebalancing date: 3rd Friday of september = 18th of september. $HOOD -6% AH after a run of +13% this week. Unfortunate for $SOFI. It could have formed a nice base around $14-$15. Either way it's a matter of time for both companies. It's S&P rebalancing day. [--] of my holdings are making a good chance of being added. $HOOD & $SOFI. S&P [---] inclusion: $HOOD. Requirements : - market cap of at least $20.5 billion. ✅ ($63 billion) - positive GAAP earnings for [----] and Q1 [----]. ✅ S&P [---] Midcap inclusion: It's S&P rebalancing day. [--] of my holdings are making"
[X Link](https://x.com/alexis04613/status/1931291501411324398) 2025-06-07T10:05Z [---] followers, [---] engagements
"$SOFI vs $LC If you sold $SOFI because of the Bank of America downgrade yesterday let me remind you that you shouldn't blindly follow analysts' ratings on $SOFI. Here is an example: On the 17th of may [----] Wedbush analyst David Chiaverini rated $SOFI as a sell ($2.50 price target) and LendingClub ( $LC ) as a buy following a pair trade (short $SOFI and long $LC). At that time $SOFI's stock price was $4.93 while $LC's stock price was $7.88. $SOFI's revenue turned out to be much higher for [----] than $LC. In Q4 [----] $SOFI turned profitable for the first time ever. In return $SOFI's net income"
[X Link](https://x.com/alexis04613/status/1931446823597609066) 2025-06-07T20:23Z [---] followers, [----] engagements
"@Tim_Sweeney_TAR Thanks for your thesis on $SOFI. This one is for the long term"
[X Link](https://x.com/alexis04613/status/1931460440556536004) 2025-06-07T21:17Z [---] followers, [---] engagements
"@FadingTheNoise @SoFi_Insider I'm aware of the other requirements. I just mentioned the most important one which is also the most improbable one in the short term. But even the $20.5B market cap is not sure. Those tend to change. The previous one was $18B"
[X Link](https://x.com/alexis04613/status/1931471333608636530) 2025-06-07T22:00Z [---] followers, [--] engagements
"The day he rated $SOFI as a sell the stock dropped more than 5% and went even lower to $4.45. Glad those days are over. Back then every sell rating made the stock drop at least 5%. But I should be thankful for these analysts to give me opportunities to accumulate more shares from a business they don't understand"
[X Link](https://x.com/alexis04613/status/1931501847560557049) 2025-06-08T00:01Z [---] followers, [---] engagements
"Since starting X I'm not underestimating the power of retail on certain below-the-radar companies. I remember some months ago my whole feed was talking about $GRAB. Result The price popped more than 7% the next day. I see the same happening with $OSCR and $LMND. Strong companies and potential multibaggers in the long term. $OSCR +11% this week. $LMND +19% this week"
[X Link](https://x.com/alexis04613/status/1931670136118767862) 2025-06-08T11:10Z [---] followers, [---] engagements
"@Futurenvesting Great analysis. And indeed $SOFI looks to be undervalued on a P/S ratio. I talked about it here too: https://x.com/alexis04613/status/1929612146473632036t=naRJxNNg9c9COEyMQfy8Kg&s=19 $SOFI vs Chime. Chime targets a [----] billion dollar valuation IPO. Here is the revenue for both companies. SoFi has much higher revenue for the last [--] years. Chime also just turned profitable for the first time ever in Q1 '25. If the IPO goes through at that valuation https://t.co/PzYQKRqJjW https://x.com/alexis04613/status/1929612146473632036t=naRJxNNg9c9COEyMQfy8Kg&s=19 $SOFI vs Chime. Chime"
[X Link](https://x.com/alexis04613/status/1931809557585805561) 2025-06-08T20:24Z [---] followers, [---] engagements
"@RevolutApp IPO further this year could benefit $SOFI. I explain why here. I'm also very excited for Chime's ( $CHYM ) IPO. Analysis of European fintech giant Revolut: why players like $SOFI could benefit from Revolut's IPO. What UK-based fintech Revolut offers: - Multi-currency accounts and debit cards - International money transfers - Budgeting and savings tools - Investment options - Insurance and https://t.co/ZYc6d80WCC Analysis of European fintech giant Revolut: why players like $SOFI could benefit from Revolut's IPO. What UK-based fintech Revolut offers: - Multi-currency accounts and"
[X Link](https://x.com/alexis04613/status/1931830140608372937) 2025-06-08T21:46Z [---] followers, [---] engagements
"$SOFI vs $CHYM. $SOFI's stock price should see a rise. It's undervalued on a P/S ratio. $SOFI vs Chime. Chime targets a [----] billion dollar valuation IPO. Here is the revenue for both companies. SoFi has much higher revenue for the last [--] years. Chime also just turned profitable for the first time ever in Q1 '25. If the IPO goes through at that valuation https://t.co/PzYQKRqJjW $SOFI vs Chime. Chime targets a [----] billion dollar valuation IPO. Here is the revenue for both companies. SoFi has much higher revenue for the last [--] years. Chime also just turned profitable for the first time ever in"
[X Link](https://x.com/alexis04613/status/1931830470494326839) 2025-06-08T21:47Z [---] followers, [----] engagements
"@DividendDude_X I'm not watching those. Only the open market hours matter"
[X Link](https://x.com/alexis04613/status/1931842938989920548) 2025-06-08T22:37Z [---] followers, [---] engagements
"It makes no sense to me. Destroying someone's car should result in some jail time. $GOOG $GOOGL Multiple Waymo vehicles set ablaze here in LA https://t.co/p2iVDUbEIL Multiple Waymo vehicles set ablaze here in LA https://t.co/p2iVDUbEIL"
[X Link](https://x.com/alexis04613/status/1932002165364568070) 2025-06-09T09:09Z [---] followers, [---] engagements
"@Milanssonko They call this broader segment "Wealth" and it rose from 127M to in [----] to 506M in [----]. As a European I like Revolut's app but I'm not using it due to their high trading cost. I'm using Trade Republic as my main bank and brokerage account. https://www.ft.com/content/48fefcd1-7735-4573-bbbb-99d8691f387d https://www.ft.com/content/48fefcd1-7735-4573-bbbb-99d8691f387d"
[X Link](https://x.com/alexcapital01/status/1932005459461808439) 2025-06-09T09:22Z [---] followers, [---] engagements
"@StockMeetUps $OSCR revenue is exploding and the company still trades at a [----] P/S ratio. I've never seen such a low P/S ratio for such a great business. Big opportunity to add some shares"
[X Link](https://x.com/alexis04613/status/1932098119514144989) 2025-06-09T15:31Z [---] followers, [---] engagements
"@DataDInvesting Such a disconnection between the stock and the fundamentals of the company. Compared to the other fintechs $SOFI is executing flawlessly. The stock will eventually catch up"
[X Link](https://x.com/alexis04613/status/1932189786556543394) 2025-06-09T21:35Z [---] followers, [---] engagements
"Looks amazing. Vlad and his team are executing at a high level. $HOOD Just wrapped up the @InvestAmerica24 Summit at the @WhiteHouse with @realDonaldTrump @SenTedCruz @BradGerstner and others. We discussed the initiative to fund $1000 in a brokerage account for every American at birth. Robinhood is ready to go and we can bring our technology https://t.co/DOX2C2sWwI Just wrapped up the @InvestAmerica24 Summit at the @WhiteHouse with @realDonaldTrump @SenTedCruz @BradGerstner and others. We discussed the initiative to fund $1000 in a brokerage account for every American at birth. Robinhood is"
[X Link](https://x.com/alexis04613/status/1932191807829389726) 2025-06-09T21:43Z [---] followers, [--] engagements
"@Futurenvesting Thanks for the website traffic update. $NU's website traffic YoY growth is simply phenomenal"
[X Link](https://x.com/alexis04613/status/1932193703289852139) 2025-06-09T21:50Z [---] followers, [---] engagements
"@B33Gill Revolut's incredible growth is everything I thought $SOFI would have when investing in the stock [--] years ago. I'm still very happy with what $SOFI delivered"
[X Link](https://x.com/alexis04613/status/1932199826848100772) 2025-06-09T22:15Z [---] followers, [---] engagements
"@DividendDude_X $GOOGL and $SOFI at these prices. Want to add $UNH and $PYPL"
[X Link](https://x.com/alexis04613/status/1932314558645072034) 2025-06-10T05:51Z [---] followers, [---] engagements
"@AverageDipBuyer Both of them are great options. I think $SOFI is going higher this year already. Close to $20. I would still it play it safe and go for the $15-$17"
[X Link](https://x.com/alexis04613/status/1932368415978553569) 2025-06-10T09:25Z [---] followers, [---] engagements
"When I see stocks being hyped up on this platform I take it with a grain of salt even though I'm not underestimating retail's power of finding gems ( $PLTR $TSLA $HOOD ). $LMND is the last company that popped up on my feed. After a quick analysis I saw why. Here are my findings: Revenue growth (my first check before going futher in my research): - 2021: $128.4 million - 2022: $256.7 million - 2023: $429.8 million - 2024: $526.5 million A CAGR of 60.1%. Not bad at all. For [----] they expect $662M and 30% revenue growth for [----]. $LMND still isn't profitable yet but they expect to achieve"
[X Link](https://x.com/alexis04613/status/1932433691269013725) 2025-06-10T13:44Z [---] followers, [---] engagements
"@DividendTalks Great buys. $AAPL and $TSLA I don't want to own except if there is a very cheap discount. $PLTR I would love to add but not at these levels"
[X Link](https://x.com/alexis04613/status/1932512065148608652) 2025-06-10T18:55Z [---] followers, [---] engagements
"@kinginvestings $TSM. Rock-solid company with a big moat. Overlooked because Taiwanese but oh so crucial for the economy's growth"
[X Link](https://x.com/alexis04613/status/1932538403989418370) 2025-06-10T20:40Z [---] followers, [---] engagements
"@TacticzH $ASML without a doubt. Big moat"
[X Link](https://x.com/alexis04613/status/1932539631251390913) 2025-06-10T20:45Z [---] followers, [---] engagements
"@thexcapitalist AI will generate more than a quarter of Search's current revenue in my opinion. $GOOGL will find ways to monetize it"
[X Link](https://x.com/alexis04613/status/1932725101436235876) 2025-06-11T09:02Z [---] followers, [---] engagements
"@MMoney642 $TSM and $GOOG. I'm more overweight on $TSM. It's overlooked and underappreciated but what a company it is. Incredible numbers"
[X Link](https://x.com/alexis04613/status/1932759869700124965) 2025-06-11T11:20Z [---] followers, [--] engagements
"Here are the links: $SOFI vs $CHYM : $SOFI vs Revolut: $SOFI PEG ratio: https://x.com/alexis04613/status/1929929866146656766t=1kqO9CatHKfEThYXU6k01g&s=19 https://x.com/alexis04613/status/1931803432953975001t=h46HLeiNjqyRsDcz6nx7Qw&s=19 https://x.com/alexis04613/status/1929612146473632036t=-3FGfrct9G1KW5JMNBZZPQ&s=19 $SOFI should be at least a $20 stock. Here is why: $SOFI FY2024 EPS came in at $0.15. Management expects FY2025 EPS to come at $0.27 to $0.28. Noto and his team are probably sandbagging these numbers. I believe they will hit $0.30 of EPS for the year. This is a 100% EPS growth"
[X Link](https://x.com/alexis04613/status/1932771566166663468) 2025-06-11T12:07Z [---] followers, [---] engagements
"@DeItaone Who still listens to Cathie Wood after looking at her fund's return"
[X Link](https://x.com/alexcapital01/status/1932800929792688155) 2025-06-11T14:03Z [---] followers, [---] engagements
"This is clearly a timed management decision after Ro and $LFMD struck a deal with $LLY to stop selling compounded semaglutide. This is how you attract people. It's a good move by $HIMS's management imo. Still curious to see what % of revenue marketing costs will be"
[X Link](https://x.com/alexis04613/status/1932815343442862234) 2025-06-11T15:01Z [---] followers, [---] engagements
"One of my largest positions $TSM is up +20% the last month. This is such a well managed company but I get the risk here. With a forward PE of [--] it still doesn't look that expensive. Made an earnings projection until [----] and the stock price today ($213) sits in line with my buy price. Given that I desire a certain margin of safety I wouldn't buy at this price"
[X Link](https://x.com/alexis04613/status/1932881119361253882) 2025-06-11T19:22Z [---] followers, [---] engagements
"@NighthawkTradez $HIMS is totally in control here. $LLY knows they are gonna lose market share"
[X Link](https://x.com/alexis04613/status/1932923302122602787) 2025-06-11T22:10Z [---] followers, [---] engagements
"@mvcinvesting $LMND. It starts to get a little more known on this platform but they are executing very well. Would like to start a position in this one"
[X Link](https://x.com/alexis04613/status/1933044723117404177) 2025-06-12T06:12Z [---] followers, [---] engagements
"I'm so glad I bought the april dip and continued to execute my strategy (DCA on businesses that are undervalued to me). $SOFI at $9.50 $HIMS at $25 $HOOD at $35 $TSM at $141 As a long term investor if you didn't buy this dip you missed out on some serious gains. Ignore the noise avoid emotional decisions stick to your long-term investment plan and take those opportunities"
[X Link](https://x.com/alexis04613/status/1933055540587860045) 2025-06-12T06:55Z [---] followers, [---] engagements
"With $CHYM's IPO $SOFI should see a rise in stock price. Excited to see what Chime's stock will do today. $SOFI : SoUndervalued I compared $SOFI with two fintech competitors who will IPO this year ( $CHYM tomorrow and Revolut late [----] / early [----] ). Both analyses showed that $SOFI is undervalued on a P/S ratio. I used Peter Lynchs approved PEG ratio to value SoFi. Guess what $SOFI : SoUndervalued I compared $SOFI with two fintech competitors who will IPO this year ( $CHYM tomorrow and Revolut late [----] / early [----] ). Both analyses showed that $SOFI is undervalued on a P/S ratio. I used"
[X Link](https://x.com/alexis04613/status/1933056139559907793) 2025-06-12T06:57Z [---] followers, [----] engagements
"@amitisinvesting It makes no sense. $SOFI with more revenue net income and better margins and Wall Street values it less than $CHYM. $SOFI is way undervalued when looking at other fintechs too: https://x.com/alexis04613/status/1932770961578705304t=gDDtslhc74RdPPHQfWMcCQ&s=19 $SOFI : SoUndervalued I compared $SOFI with two fintech competitors who will IPO this year ( $CHYM tomorrow and Revolut late [----] / early [----] ). Both analyses showed that $SOFI is undervalued on a P/S ratio. I used Peter Lynchs approved PEG ratio to value SoFi. Guess what"
[X Link](https://x.com/alexis04613/status/1933080683083080155) 2025-06-12T08:35Z [---] followers, [---] engagements
"Palantir: the art of paying too much $PLTR's current P/S ratio of [---] ranks it among the most expensive stocks ever for companies with a market cap of over $20B: - Yahoos (113 in 2000) - $NVDA NVIDIA (42 in 2024) - $CSCO Cisco (31 2000) - $TSLA Tesla (28 2021) - $AMZN Amazon (30 1999) - $QCOM Qualcomm (25 2000) What happened to them after their peak - Yahoo (2000): Dropped -90% in [--] years never recovered due to competition. - NVIDIA (2024): 2060% corrections but resilient due to 171% revenue growth. - Cisco (2000): Fell -80% in [--] years partial recovery by [----] as a mature tech giant. - Tesla"
[X Link](https://x.com/alexcapital01/status/1933192456192794977) 2025-06-12T15:59Z [----] followers, [----] engagements
"A rerating for $SOFI is inevitable. Here is how you play $CHYM: Sit back calm down and buy $SOFI. If the market truly believes $CHYM deserves this valuation $SOFI price will be corrected upward. If not $CHYM will be corrected downward and youll be sitting comfortably on your $SOFI shares. https://t.co/oaO23D0aKu Here is how you play $CHYM: Sit back calm down and buy $SOFI. If the market truly believes $CHYM deserves this valuation $SOFI price will be corrected upward. If not $CHYM will be corrected downward and youll be sitting comfortably on your $SOFI shares. https://t.co/oaO23D0aKu"
[X Link](https://x.com/alexis04613/status/1933227972267266236) 2025-06-12T18:20Z [---] followers, [---] engagements
"@meeijer $HIMS isn't that undervalued. PEG ratio of [---]. Forward PE of [--]. With a P/S ratio of [----] compared to $NVO (P/S of 7.6) and $LLY (P/S of 14.8) you might have a point"
[X Link](https://x.com/alexis04613/status/1933290013430632581) 2025-06-12T22:27Z [---] followers, [---] engagements
"@MichaelRohland7 Indeed. I am expecting $CHYM's stock to drop -20% on any given day. If it stays that high then $SOFI should see an increase as well"
[X Link](https://x.com/alexis04613/status/1933297012050391186) 2025-06-12T22:55Z [---] followers, [---] engagements
"This is why $HIMS doesn't want to give up on personalized GLP-1 solutions. It's a huge business and it's working. $LLY knows it too (they probably have more data about it than all of us) and try to slow down $HIMS' growth. Very glad Dudum and his team didn't render this part of their business. Bullish. 📈"
[X Link](https://x.com/alexis04613/status/1933428735081898445) 2025-06-13T07:38Z [---] followers, [---] engagements
"I took advantage of the dip to start a small position in $LMND. The revenue growth and the growing premiums (IFP) are the main reasons why I'm investing in this stock. I admire the risk management as well. For a growing and not yet profitable business this is important. The TTM gross loss ratio stands at 73% which is under management's long term target of under 75%. I believe the current insurance sector can be disrupted by small (but growing fastly) insurtechs like $LMND. Lemonade's tech will help them scale much faster and achieve high operating margins in the future. It's a small position"
[X Link](https://x.com/alexis04613/status/1933486210384589198) 2025-06-13T11:26Z [---] followers, [---] engagements
"@MMatters22596 Not sure if $SOFI is going to $10 again. If it does I will add some more"
[X Link](https://x.com/alexis04613/status/1933641698413789227) 2025-06-13T21:44Z [---] followers, [--] engagements
"@WinnerInvestor $SOFI always crashing harder than its peers. Crazy"
[X Link](https://x.com/alexis04613/status/1933641991180439746) 2025-06-13T21:45Z [---] followers, [---] engagements
"@gainify_io $TSM being in a league of its own"
[X Link](https://x.com/alexis04613/status/1933680266343584064) 2025-06-14T00:17Z [---] followers, [--] engagements
"@TheStockBro @NetWorthNotes Saw they expect 26% revenue growth for [----] from [----] and 21% growth in [----]. That's impressive. Around $60 I would consider buying. It's still a 20% difference with today's price"
[X Link](https://x.com/alexis04613/status/1933835774086308177) 2025-06-14T10:35Z [---] followers, [--] engagements
"@InvestInAssets [--] years is a long time and requires a quarterly update to see if the fundamentals haven't changed. Here are mine: $SOFI $GOOGL $TSM"
[X Link](https://x.com/alexis04613/status/1933837688660004893) 2025-06-14T10:43Z [---] followers, [---] engagements
"$HOOD That's well said by Vlad. Wished $SOFI CEO Anthony Noto could come out like that too on X. However the financial services industry is such a large market that it's not a winner takes all but a winner takes most. Technology is rapidly disrupting the financial services industry. In this technological competition victory will go to the sharpest and most hardcore team. Technology is rapidly disrupting the financial services industry. In this technological competition victory will go to the sharpest and most hardcore team"
[X Link](https://x.com/alexis04613/status/1933844119878508898) 2025-06-14T11:09Z [---] followers, [---] engagements
"@Ashton_1nvests You're not the only one. 😉 I think we can all agree that $SOFI at this price is undervalued"
[X Link](https://x.com/alexis04613/status/1933932339865731572) 2025-06-14T16:59Z [---] followers, [--] engagements
"@TrendSpider $HIMS once it is trading at $100:"
[X Link](https://x.com/alexis04613/status/1934067307166192107) 2025-06-15T01:55Z [---] followers, [----] engagements
"Some other reasons why I bought $LMND: - IFP (in-force premium) growth of 28% for the full year [----] and 30% for the full year [----] - revenue growth of 25% expected for FY2025 - half () of the new car insurance sales comes from existing customers. This means a lower CAC and the cross-selling succes. In essence this means that customers are happy about Lemonade's services. - management expects to achieve positive ajusted EBITDA for Q4 [----]. If they achieve it before that quarter this will be a massive catalyst for the stock price to rise - they will continue to leverage the AI platform to"
[X Link](https://x.com/alexis04613/status/1934217430022160645) 2025-06-15T11:52Z [---] followers, [---] engagements
"@Ashton_1nvests - revenue growth 20% and sustainable - improving efficiency on operationnal level and the bottom-line - management's vision to preferably disrupt a huge TAM - valuation. I don't want to overpay for a good business"
[X Link](https://x.com/alexis04613/status/1934219185715822692) 2025-06-15T11:59Z [---] followers, [--] engagements
"You are not bullish enough on $HIMS. Management expect [----] revenue of at least $6.5B. Revenue for FY2024 came in at $1.5B. That's a CAGR of 27% till [----]. Impressive. What's even more impressive is the "at least". Let's say they will hit revenue of $7B. At a Price to Sales ratio of [--] it gives us a market cap of nearly $50B. A more than 4x from today's market cap. Do I expect them to hit more than $7B by [----] I do. Do I expect them have a higher market cap than $50B I do"
[X Link](https://x.com/alexis04613/status/1934227518749384741) 2025-06-15T12:32Z [---] followers, [----] engagements
"Great comparaison I would add that $ROOT is expected to grow revenue by 9% and earnings by 17% for the next years. $HIPO on the other hand is expected to grow revenue by 14% on average for the next [--] years and earnings growth by 88% per year. In my opinion a premium well earned for $LMND"
[X Link](https://x.com/alexis04613/status/1934291166020706496) 2025-06-15T16:45Z [---] followers, [---] engagements
"I believe that $SOFI is the perfect example of a company that Peter Lynch would have owned. $SOFI is a rapid growing company in a slow growing industry. The type of investment Peter Lynch seeked. This is $SOFI's revenue growth since going public in 2021: 2021: +74% 2022: +59% 2023: +34% 2024: +26% For [----] they expect to grow revenue by 24%-27%. Earnings as a result are growing rapidly. $SOFI expects approximately 100% EPS growth this year [----] ($0.15 EPS in [----] and $0.27-$0.28 EPS for FY2025). As Peter Lynch explained in the video: you don't have to buy $SOFI in the first inning. You can"
[X Link](https://x.com/alexis04613/status/1934365128444481645) 2025-06-15T21:39Z [---] followers, [--] engagements
"@AverageDipBuyer I've read them too. The discrepancy between the fundamentals of a company and its stock price is exactly why he built most of his positions. $SOFI fits in that category too. 'One up on Wall Street' is my favorite book from him"
[X Link](https://x.com/alexis04613/status/1934544461062885423) 2025-06-16T09:31Z [---] followers, [---] engagements
"@zorantravel When looking at earnings it's indeed a different story. $PLTR has maybe the strongest balance sheet out of all companies I listed. It is an exceptional company but I'm not sure what kind of return buyers expect at this price"
[X Link](https://x.com/alexis04613/status/1934585434182750429) 2025-06-16T12:14Z [---] followers, [--] engagements
"@Alerts_Bullish Very strong underrated and underappreciated growth. A favorible macro environment will be a tailwind for $SOFI and the market will eventually catch up to price it at their true potential"
[X Link](https://x.com/alexis04613/status/1934644002516844600) 2025-06-16T16:07Z [---] followers, [---] engagements
"$OSCR flying after-hours after this news came out. +8% 🟢"
[X Link](https://x.com/alexis04613/status/1934729645636633081) 2025-06-16T21:47Z [---] followers, [---] engagements
"$SOFI not a tech company I am not so sure. People are acting like $SOFI isn't a tech company as if there isn't Technologies in 'SoFi Technologies'. It all comes down to perception and comparison: - perception about banks being slow not tech-driven and relying on loans. - comparison with other fintechs who might be People are acting like $SOFI isn't a tech company as if there isn't Technologies in 'SoFi Technologies'. It all comes down to perception and comparison: - perception about banks being slow not tech-driven and relying on loans. - comparison with other fintechs who might be"
[X Link](https://x.com/alexis04613/status/1934731308908913133) 2025-06-16T21:54Z [---] followers, [----] engagements
"@BoujeeFinances $GOOGL. But it's a close one"
[X Link](https://x.com/alexis04613/status/1934735152149635405) 2025-06-16T22:09Z [---] followers, [---] engagements
"@Barchart Absolutely crazy. 🤯 $TSM and others took their lunch"
[X Link](https://x.com/alexis04613/status/1934751404469752079) 2025-06-16T23:14Z [---] followers, [--] engagements
"@daveshiacc I took the current P/S ratio to make the case for the undervaluation but a higher P/S ratio is very likely. $LLY current P/S sits at 15x for example. At a 15x P/S multiple we get a $100B market cap for $HIMS"
[X Link](https://x.com/alexis04613/status/1934857427196751894) 2025-06-17T06:15Z [---] followers, [--] engagements
"@StockMeetUps All of these + a favorable macro environment and $SOFI could potentially grow more than 30% a year. I expect home loans to take off with every rate cut"
[X Link](https://x.com/alexis04613/status/1934866828066431080) 2025-06-17T06:52Z [---] followers, [--] engagements
"@TheEUInvestor In times of (global) crisis it's clear which company I would prefer to own: the one where its customers can pay back their loan meaning $SOFI. Lending to high FICO scores is a clear differentiator"
[X Link](https://x.com/alexcapital01/status/1934873411806970057) 2025-06-17T07:19Z [---] followers, [---] engagements
"@TheStockBro I own both $HOOD and $SOFI. Given $HOOD's recent run I am not rushed to buy some more. At the moment $SOFI is undervalued while growing the business like this:"
[X Link](https://x.com/alexis04613/status/1934958284278022427) 2025-06-17T12:56Z [---] followers, [---] engagements
"@JSpitTrades $HIMS' volatility is not for everyone but it has been a fun ride till now. It helps knowing you're in it for the long term"
[X Link](https://x.com/alexis04613/status/1935008605914489010) 2025-06-17T16:16Z [---] followers, [---] engagements
"Markets are down relatively okay given that Trump is 'seriously' considering to join the war and to launch a U.S. strike against Iran's nuclear facilities. The market doesn't like this uncertainty. This could give some opportunities to add. Here is what I am looking for 👉🏼: $LMND below $35 $HOOD below $70 $SOFI below $14 $GOOGL below $170 $HIMS below $55 I also hope for the best in Israel and Iran. As a human being and investor this is not what I want to see"
[X Link](https://x.com/alexis04613/status/1935079693494931692) 2025-06-17T20:58Z [---] followers, [---] engagements
"🚨 $HOOD INSIDER BUYING. Director Christopher Payne bought [-----] shares at $74. Someone knows something and it could have to do with Robinhood's big crypto event on the 30th of June. @RobinhoodApp"
[X Link](https://x.com/alexis04613/status/1935099460205322429) 2025-06-17T22:17Z [---] followers, [---] engagements
"DUDUM is cooking 🔥 can't wait for tomorrow. $HIMS What launches tomorrow took many years to perfect. From the industrial design of the machines to the safety procedures delivering consistency and quality. Tomorrows a small glimpse into the future of what were building. What I believe is one aspect of the future of https://t.co/LYqsO8LK9q What launches tomorrow took many years to perfect. From the industrial design of the machines to the safety procedures delivering consistency and quality. Tomorrows a small glimpse into the future of what were building. What I believe is one aspect of the"
[X Link](https://x.com/alexis04613/status/1935127122760143260) 2025-06-18T00:07Z [---] followers, [---] engagements
"@NighthawkTradez $HIMS to the moon bro 🚀"
[X Link](https://x.com/alexis04613/status/1935129199146041492) 2025-06-18T00:15Z [---] followers, [---] engagements
"@AndrewDudum Also don't make a deal with $LLY about your compounded semaglutide GLP-1. This will be your best selling product. $LLY is trying to slow down your growth. Keep it that way. They see what you are becoming: healthcare of the future"
[X Link](https://x.com/alexis04613/status/1935132359378247892) 2025-06-18T00:28Z [---] followers, [----] engagements
"@NighthawkTradez We're still so early. $HIMS is just getting started"
[X Link](https://x.com/alexis04613/status/1935239967078305926) 2025-06-18T07:35Z [---] followers, [---] engagements
"@thexcapitalist To be a $100B company is possible if they continue to innovate like this. Dudum and his team have a clear strategy of what they want to build. $HIMS is only getting started"
[X Link](https://x.com/alexis04613/status/1935265454207160697) 2025-06-18T09:16Z [---] followers, [---] engagements
"@StockSavvyShay Needs to be seen. I think there will be [--] big players: $UBER $GOOGL (Waymo) and $TSLA. I expect an even market share for all of them"
[X Link](https://x.com/alexis04613/status/1935336109791232407) 2025-06-18T13:57Z [---] followers, [---] engagements
"Waymo is expanding to NYC ✅ $GOOG $GOOGL is moving fast with Waymo. Exciting. New York we're coming back to the Big Apple next month 🍎🗽We want to serve New Yorkers in the future and were working towards that goal. Heres how:👇 https://t.co/wOLEIhYilz New York we're coming back to the Big Apple next month 🍎🗽We want to serve New Yorkers in the future and were working towards that goal. Heres how:👇 https://t.co/wOLEIhYilz"
[X Link](https://x.com/alexis04613/status/1935372187319300332) 2025-06-18T16:21Z [---] followers, [---] engagements
"$SOFI up +6% today while $CHYM is down -8%. Two weeks ago I compared SoFi vs Chime and noted that Chime was doing its IPO at a (too) high valuation and that based on that valuation $SOFI should be a $15 stock. Today the markets realized this as well: $SOFI is a $15 stock and $CHYM experiences a correction. $SOFI vs Chime. Chime targets a [----] billion dollar valuation IPO. Here is the revenue for both companies. SoFi has much higher revenue for the last [--] years. Chime also just turned profitable for the first time ever in Q1 '25. If the IPO goes through at that valuation"
[X Link](https://x.com/alexis04613/status/1935421304762425739) 2025-06-18T19:36Z [---] followers, [----] engagements
"Today's performance : $OSCR +16% $SOFI +6% $HOOD +4% $HIMS +3% $LMND +6% Today was not a bad day at all for some of my holdings. Reminder: U.S. markets are closed tomorrow due to Juneteenth. I will keep an update of what the European markets will do tomorrow but expect those to be flat"
[X Link](https://x.com/alexis04613/status/1935430905159438593) 2025-06-18T20:14Z [---] followers, [---] engagements
"@investingbyGenZ Completely agree. People are acting as if these businesses don't innovate or see the stablecoin as an opportunity as well. $PYPL in this regard is very is very underestimated"
[X Link](https://x.com/alexis04613/status/1935610458825719892) 2025-06-19T08:07Z [---] followers, [--] engagements
"The LPB is working well and the demand for it continues to be strong. SoFi Invest is improving a lot this will attract some people. The credit card business will become profitable. Rate cuts will be a massive tailwind (I expect home loans to boom). The long term strategy is clear and we can all see that $SOFI is becoming bigger and bigger every day"
[X Link](https://x.com/alexis04613/status/1935630272533266488) 2025-06-19T09:26Z [---] followers, [--] engagements
"@investingbyGenZ $ASML at this price could give you a pretty good return. It's not the deal of the year yet and surely if you desire some margin of safety. I don't own it but I'm certainly keeping an eye on it"
[X Link](https://x.com/alexis04613/status/1935673612914077791) 2025-06-19T12:18Z [---] followers, [--] engagements
"@StockSavvyShay $TSM with a very crucial role here"
[X Link](https://x.com/alexis04613/status/1935680148310761512) 2025-06-19T12:44Z [---] followers, [----] engagements
"$HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI down -2% as well. Not sure whether this will affect fintechs that much. JUST IN: Elon Musk's X to launch in-app investing and trading FT reports. JUST IN: Elon Musk's X to launch in-app investing and trading FT reports"
[X Link](https://x.com/alexis04613/status/1935690827805630574) 2025-06-19T13:27Z [---] followers, [----] engagements
"@WatcherGuru $HOOD $SOFI and $COIN all down on this news. https://x.com/alexis04613/status/1935690827805630574t=6yXMADoQDT7rZr23VwFLIw&s=19 $HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI down -2% as well. Not sure whether this will affect fintechs that much. https://t.co/84y0loLd1h https://x.com/alexis04613/status/1935690827805630574t=6yXMADoQDT7rZr23VwFLIw&s=19 $HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI down -2% as well. Not sure whether this will affect fintechs that much."
[X Link](https://x.com/alexis04613/status/1935693270916469204) 2025-06-19T13:36Z [---] followers, [----] engagements
"@DividendDude_X I'm really not sure if it will affect fintechs that much. I think people would like to separate their social media and investing/trading app. $HOOD $COIN $SOFI all down on this news in Europe. https://x.com/alexis04613/status/1935690827805630574t=PZTCa3lN_fl67UdLqAHInQ&s=19 $HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI down -2% as well. Not sure whether this will affect fintechs that much. https://t.co/84y0loLd1h https://x.com/alexis04613/status/1935690827805630574t=PZTCa3lN_fl67UdLqAHInQ&s=19 $HOOD down -2% in Europe on"
[X Link](https://x.com/alexis04613/status/1935709476708819025) 2025-06-19T14:41Z [---] followers, [---] engagements
"@DataDInvesting $SOFI and $HOOD are both down here in Europe because of it. I'm ready to take advantage of it if it drops even more. https://x.com/alexis04613/status/1935690827805630574t=QIIU3r-E57QQAQyUZqN1iA&s=19 $HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI down -2% as well. Not sure whether this will affect fintechs that much. https://t.co/84y0loLd1h https://x.com/alexis04613/status/1935690827805630574t=QIIU3r-E57QQAQyUZqN1iA&s=19 $HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI"
[X Link](https://x.com/alexis04613/status/1935734877657207230) 2025-06-19T16:22Z [---] followers, [---] engagements
"@YodaStockInvest True. Even though $AAPL is -20% YTD. 😅"
[X Link](https://x.com/alexis04613/status/1935750642066194551) 2025-06-19T17:24Z [---] followers, [--] engagements
"Google (Alphabet): the 'dying' business printing money. $GOOGL just became the company with the most net income ($111B) over the last twelve months surpassing $MSFT and $AAPL. Let's take a deeper dive into the business and its valuation"
[X Link](https://x.com/alexcapital01/status/1935837621042794831) 2025-06-19T23:10Z [---] followers, [----] engagements
"Netflix vs YouTube For the full year [----] Netflix hit $39B. At that time $NFLX traded around 7x Sales. For the full year [----] YT hit $36B. At a 7x Price to Sales ratio we're talking about a $252B business on its own. But: YouTube is having more US TV time market share"
[X Link](https://x.com/alexcapital01/status/1935837630148886627) 2025-06-19T23:10Z [---] followers, [---] engagements
"Google AI: the underestimated business. Google Gemini made huge steps in performance in a bit more than 1y time. Result Gemini [---] Pro ranks among the best models out there. AI Overviews are used by 1.5B users every month. They are finding ways to monetize this"
[X Link](https://x.com/alexis04613/status/1935837646573437132) 2025-06-19T23:10Z [---] followers, [---] engagements
"Waymo: the succesful experience. In [--] months monthly rides have risen by 5800% in California. They are expanding to many cities. They have recently applied for a permit in NYC. If they nail NYC this is going to become huge - a gamechanger"
[X Link](https://x.com/alexis04613/status/1935837653842403402) 2025-06-19T23:10Z [---] followers, [---] engagements
"Google Cloud: the fastest growing Google business. Google Cloud grew 28% YoY to reach 12% of the global cloud market in Q1 [----]. Google planned $75M in Capex this year. A substantial portion of this is allocated to building out Google Cloud's infrastructure (AI data centers)"
[X Link](https://x.com/alexis04613/status/1935837661631332800) 2025-06-19T23:10Z [---] followers, [---] engagements
"Rewarding shareholders. Google buys back their shares (on average 2% less shares every year) while also giving out a dividend. I expect them to increase this dividend which could attract dividend stock investors. I made an earnings projection here: https://x.com/alexis04613/status/1929579504516628608t=2Or7N7o6T_cxXgAAscKo8g&s=19 Made an earnings projection about $GOOG. Here are my findings: Things that are ambiguous to me: - net margin. In Q1 net margin came in at 3828%. - PE ratio: Google last PE ratios for the last years was [----] (2021); [---] (2022); [----] (2023); [----] (2024). Things that I"
[X Link](https://x.com/alexis04613/status/1935837669449249205) 2025-06-19T23:10Z [---] followers, [---] engagements
"Valuation. $GOOG $GOOGL is the cheapest Mag [--]. With a PE of [--] Forward PE of [--] Price/Sales of [--] the stock has upside. Yes Google Search is losing market share but (falsely) concluding that Google is a dying company because of this I don't think so"
[X Link](https://x.com/alexis04613/status/1935837677774950654) 2025-06-19T23:10Z [---] followers, [---] engagements
"@himshouse $HIMS and Hers side to side on the app store. I think we can expect Hers to catch up Hims in the future"
[X Link](https://x.com/alexis04613/status/1935961210039812177) 2025-06-20T07:21Z [---] followers, [---] engagements
"@MMoney642 Great portfolio. A lot of big succesful companies but they are still growing very fast. I want to get in $ASML if the price drops but I'm not rushed to buy as I own their customer $TSM"
[X Link](https://x.com/alexis04613/status/1935967340019200225) 2025-06-20T07:45Z [---] followers, [--] engagements
"@meeijer $AMD yes $OSCR yes $HIMS if the price drops a bit yes as well. I agree with $AAPL as they are still trading at a premium. The Perplexity AI deal could be a gamechanger for them though"
[X Link](https://x.com/alexis04613/status/1936209621037072687) 2025-06-20T23:48Z [---] followers, [---] engagements
"@Ashton_1nvests $ASML with one of the biggest moats there is"
[X Link](https://x.com/alexis04613/status/1936210220306354198) 2025-06-20T23:51Z [---] followers, [--] engagements
"This is why I built my $TSM position to one of my biggest ones in my portfolio. Demand from these big clients still keeps coming in and it's not going to slow down. $TSM expects 25% YoY sales growth for [----] compared to [----]. For the next [--] years management expects 20% CAGR for revenue (in USD). These are numbers from a growth company. $TSM revenue for [----] was $90B. If we apply a 20% revenue growth till [----] it gives us $269B revenue in [----]. At a 8x Price to Sales we're talking about a $2.15T market cap. This is a nearly 2x from today's market cap ($1.086T). Meanwhile $TSM is still only"
[X Link](https://x.com/alexis04613/status/1936355742589632737) 2025-06-21T09:29Z [---] followers, [----] engagements
"@TheEUInvestor ASML and AMD will be big winners in the future as well. And less geopolitical risks than TSMC. Great picks"
[X Link](https://x.com/alexis04613/status/1936464590055039045) 2025-06-21T16:41Z [---] followers, [--] engagements
"@amitisinvesting $GOOGL is in pole position to benefit from AI. The market hasn't realized it yet. Next to that they have plenty of opportunities. I explain more about it here: https://x.com/alexis04613/status/1935837621042794831t=U8_AUkxoQPJJMQE9Wh81PA&s=19 Google (Alphabet): the 'dying' business printing money. $GOOGL just became the company with the most net income ($111B) over the last twelve months surpassing $MSFT and $AAPL. Let's take a deeper dive into the business and its valuation. https://t.co/mAy3GY54Kh"
[X Link](https://x.com/alexis04613/status/1936488138559615322) 2025-06-21T18:15Z [---] followers, [---] engagements
"@Tech_Investor20 $NVDA is a cashflow machine. It is still growing very fast"
[X Link](https://x.com/alexis04613/status/1936488441673351190) 2025-06-21T18:16Z [---] followers, [--] engagements
"To be seen if they grow more than AMD and ASML but Trump wanting $TSM (a foreign company) to build new factories in the U.S. tells you everything you need to know. I'm holding $TSM for the long term as I expect them to have even better results once their fabs are fully operational. This will probably be after 2030"
[X Link](https://x.com/alexis04613/status/1936499087060123917) 2025-06-21T18:58Z [---] followers, [--] engagements
"@davey_juice @TheEUInvestor $TSM could be growing close to 80% over the next [--] years yes even though it's more on the high end. $TSM is still quite cheap for the growth they are projecting. It's such an amazing well-managed company. I believe there is still a lot of upside for $ASML and $AMD"
[X Link](https://x.com/alexis04613/status/1936512224958255199) 2025-06-21T19:51Z [---] followers, [---] engagements
"@MMoney642 [--] months. They will show [--] great quarters where it will become clear that the loss in Search's market share will be captured by the monetization of their AI models"
[X Link](https://x.com/alexis04613/status/1936519863129759864) 2025-06-21T20:21Z [---] followers, [---] engagements
"@Lakeviewfam01 Exactly. Both a and b. He is also [--] and hasn't really heard of SoFi. Once the experience is good the word-of-mouth (best kind of marketing) will help $SOFI to reach even more people. SoFi has such a large TAM. We're only getting started"
[X Link](https://x.com/alexis04613/status/1936587907525156932) 2025-06-22T00:51Z [---] followers, [---] engagements
"@meeijer Some PT will be difficult to achieve in the next [--] years. $ASML and $GOOGL PT seem achievable. I would be happy with a $HIMS share price of $400 but I don't see this happening"
[X Link](https://x.com/alexis04613/status/1936737526548439523) 2025-06-22T10:46Z [---] followers, [---] engagements
"Great take. If you believe in fintechs disrupting the incumbents you should own both $HOOD and $SOFI. I'm significantly more overweight on $SOFI as $HOOD's revenue is too much connected to crypto. $SOFI's growth is steady. The fundamentals are strong and we see where Noto is going with the company. Both are long term winners in my opinion"
[X Link](https://x.com/alexis04613/status/1936740738965860522) 2025-06-22T10:59Z [---] followers, [---] engagements
"Fully agreeing with you Their moat will be difficult to disrupt and it could take years to do so. Intel is losing the battle against $TSM. Demand will keep growing. TSMC expects a CAGR of mid-40s through [----] for their AI chips. Crazy numbers as these High-Performance Computing chips accounted for 59% of their Q1 [----] revenue"
[X Link](https://x.com/alexis04613/status/1936849235246506277) 2025-06-22T18:10Z [---] followers, [--] engagements
"The closing of the Strait of Hormuz by Iran could have major implications for the economy. This could result in rate HIKES instead of rate cuts as the US CPI inflation could rise to approximately 5%. Rate cuts would not be a matter of discussion anymore. In fact according to JP Morgan estimates a closure of the Strait of Hormuz could send oil prices to $120-$130/barrel. This would imply a spike in US CPI inflation to 5%. The last time we saw US inflation at 5% was in March [----] when the Fed was aggressively hiking rates. https://t.co/SwhsQZ1vzS In fact according to JP Morgan estimates a"
[X Link](https://x.com/alexis04613/status/1936856847769805150) 2025-06-22T18:40Z [---] followers, [---] engagements
"Staying awake till 5AM here in Europe to watch the NBA Finals. Have to wake up in [--] hours to go to work. Being an American sports fan is not the easiest job as a European. 😅 Hoping for a green market opening to boost my day tomorrow"
[X Link](https://x.com/alexis04613/status/1936988161286226135) 2025-06-23T03:22Z [---] followers, [---] engagements
"Top stocks to buy throughout [----] based on revenue growth and a P/S ratio. - $SOFI - $GOOG - $HIMS - $TSM - $LMND (Thread) Note: I expect all of the companies to hit these revenue numbers. I believe these companies are undervalued and should receive a higher multiple"
[X Link](https://x.com/alexis04613/status/1937067408038019502) 2025-06-23T08:37Z [---] followers, [---] engagements
"$SOFI [----] revenue: $2.6B [----] revenue: $3.3B (27% growth) [----] revenue: $4.0B (20% growth) [----] revenue: $4.8B (20% growth) Current P/S ratio: [--] Market cap in [----] with a 6x P/S: $29B. A 1.81x from the current market cap"
[X Link](https://x.com/alexis04613/status/1937067415671558384) 2025-06-23T08:37Z [---] followers, [---] engagements
"$GOOG $GOOGL [----] revenue: $350B [----] revenue: $387.6B (10% growth) [----] revenue: $428.7B (10% growth) [----] revenue: $476B (11% growth) Current P/S: 5.6x Market cap in [----] with the current P/S: $2.665T. A 1.31x return from today's market cap"
[X Link](https://x.com/alexis04613/status/1937067424077197803) 2025-06-23T08:37Z [---] followers, [--] engagements
"$NOVO ended the collaboration with $HIMS to stop selling Novo's Wegovy weight loss drug through the Hims' platform. $HIMS -16% in pre-market. Curious to know why $NOVO ended the partnership. They recently changed their CEO in May. The deal with $HIMS was made in april. This could be a change of strategy"
[X Link](https://x.com/alexis04613/status/1937120099640435116) 2025-06-23T12:06Z [---] followers, [----] engagements
"@MMoney642 They recently changed their CEO in May. Deal with $NOVO was made in April. The end of the collaboration with $HIMS could be a strategic move"
[X Link](https://x.com/alexis04613/status/1937121656633188738) 2025-06-23T12:12Z [---] followers, [----] engagements
"@TheLongInvest Buying opportunity if $HIMS drops under $50. Never one single boring week with $HIMS"
[X Link](https://x.com/alexis04613/status/1937127769239892182) 2025-06-23T12:37Z [---] followers, [----] engagements
"We got our reason: $NVO stops the collaboration with $HIMS "due to concerns about their illegal mass compounding and deceptive marketing". $HIMS down -24% $NVO down -7% $NOVO ended the collaboration with $HIMS to stop selling Novo's Wegovy weight loss drug through the Hims' platform. $HIMS -16% in pre-market. Curious to know why $NOVO ended the partnership. They recently changed their CEO in May. The deal with $HIMS was made in april. This https://t.co/mqMbuKwcLF $NOVO ended the collaboration with $HIMS to stop selling Novo's Wegovy weight loss drug through the Hims' platform. $HIMS -16% in"
[X Link](https://x.com/alexis04613/status/1937132722083770452) 2025-06-23T12:56Z [---] followers, [---] engagements
"It feels like $NVO didn't do their due diligence before the $HIMS partnership. I wouldn't call this very professional. Or was all of this planned"
[X Link](https://x.com/alexis04613/status/1937151413697552595) 2025-06-23T14:11Z [---] followers, [---] engagements
"@InvestInAssets Could have added $TSM as well"
[X Link](https://x.com/alexis04613/status/1937162228194787397) 2025-06-23T14:54Z [---] followers, [--] engagements
"Great response by Andrew. $NVO pressuring $HIMS to sell Wegovy is not really what I would call a collaboration. $NVO's management surely saw that their Wegovy sales weren't going up which is what they thought would happen with this 'partnership'. Useful to remember after this news: $HIMS is way more than just a GLP-1 company. We are disappointed to see Novo Nordisk management misleading the public. In recent weeks Novo Nordisks commercial team increasingly pressured us to control clinical standards and steer patients to Wegovy regardless of whether it was clinically best for patients. We"
[X Link](https://x.com/alexis04613/status/1937219449427538067) 2025-06-23T18:41Z [---] followers, [---] engagements
"@thexcapitalist I see the market share in some years being divided between $Uber Waymo $GOOG and $TSLA. Uber will still be a major player in the years to come"
[X Link](https://x.com/alexis04613/status/1937286792845164587) 2025-06-23T23:08Z [---] followers, [---] engagements
"BoA analyst Mihir Bhatia gave $SOFI a sell-rating with a PT of $13. Bhatia cites: " SoFis stock is currently trading at a rich valuation priced at more than three times its tangible book value which is a premium compared to other consumer finance companies. Although SoFi has shown impressive execution particularly in its financial services segment the lack of a catalyst for switching accounting methods and the susceptibility of earnings to economic downturns under fair value accounting contribute to the Sell rating." Fair value accounting tangible book value but "impressive execution". Here"
[X Link](https://x.com/alexis04613/status/1937529111234113793) 2025-06-24T15:11Z [---] followers, [----] engagements
"Crypto is coming soon to $SOFI. 📈 If you're wondering why this is bullish look at $HOOD's crypto revenue. JUST IN: Federal Reserve Chair Jerome Powell says "banks are free to conduct crypto activities." https://t.co/gCGvwdTh7l JUST IN: Federal Reserve Chair Jerome Powell says "banks are free to conduct crypto activities." https://t.co/gCGvwdTh7l"
[X Link](https://x.com/alexis04613/status/1937535148947308900) 2025-06-24T15:35Z [---] followers, [----] engagements
"Waymo rides are now live in Atlanta. Great deal for both $UBER and $GOOGL. The A is going Autonomous 🎉 Waymo rides are now live in Atlanta only on @Uber. Increase your chances of getting matched open the Uber app go to settings and toggle Waymo ride preferences on. https://t.co/uYNHPJxkUL The A is going Autonomous 🎉 Waymo rides are now live in Atlanta only on @Uber. Increase your chances of getting matched open the Uber app go to settings and toggle Waymo ride preferences on. https://t.co/uYNHPJxkUL"
[X Link](https://x.com/alexis04613/status/1937543764265852938) 2025-06-24T16:10Z [---] followers, [---] engagements
"A new downgrade for $SOFI. Analysts acknowledge the great execution but it's a sell-rating. (of course) BoA analyst Mihir Bhatia gave $SOFI a sell-rating with a PT of $13. Bhatia cites: " SoFis stock is currently trading at a rich valuation priced at more than three times its tangible book value which is a premium compared to other consumer finance companies. Although SoFi has https://t.co/8FQu2TrS2r BoA analyst Mihir Bhatia gave $SOFI a sell-rating with a PT of $13. Bhatia cites: " SoFis stock is currently trading at a rich valuation priced at more than three times its tangible book value"
[X Link](https://x.com/alexis04613/status/1937554637147513019) 2025-06-24T16:53Z [---] followers, [----] engagements
"@Ze1ooooo I own both $HOOD and $SOFI and I'm over +100% on my $HOOD position. But where did you guys see me mention $HOOD in this post When it comes to $SOFI start looking at the fundamentals instead of the stock price"
[X Link](https://x.com/alexis04613/status/1937616596085641392) 2025-06-24T20:59Z [---] followers, [---] engagements
"$SOFI being mentioned all over X means there is a reason behind it. Just like $PLTR $HOOD or $TSLA were mentioned before here the retail community is able to find discrepancies between the stock price and the fundamentals of a company. $HOOD stayed below $30 a long time while improving their results. I'm not saying $HOOD or $SOFI is better than one another. They are different in their approach but both are taking market share from the big banks. I'm not saying $SOFI will have a parabolic move like $HOOD but I know they will make more money tomorrow than today. Why Because I trust Anthony Noto"
[X Link](https://x.com/alexis04613/status/1937624783144813038) 2025-06-24T21:32Z [---] followers, [----] engagements
"@StockMarketNerd Indeed very transparent communication. That's how you build trust. I added some $LMND today"
[X Link](https://x.com/alexis04613/status/1937635852965855502) 2025-06-24T22:16Z [---] followers, [---] engagements
"@TheEUInvestor Yup looks like it. i think this is a great deal for both of them. $GOOGL and $UBER"
[X Link](https://x.com/alexis04613/status/1937650702584598715) 2025-06-24T23:15Z [---] followers, [--] engagements
"My view on the $HOOD vs $SOFI debate I see here. $HOOD stock surged while $SOFI is flat. So $SOFI is a bad company right Hmm. Or maybe not. People have to start looking at the fundamentals and the financials. Both are simply amazing. But the stock Flat. "So yes Alex it is a bad company. Just look at $HOOD." @Ze1ooooo $SOFI being mentioned all over X means there is a reason behind it. Just like $PLTR $HOOD or $TSLA were mentioned before here the retail community is able to find discrepancies between the stock price and the fundamentals of a company. $HOOD stayed below $30 a long time while"
[X Link](https://x.com/alexis04613/status/1937653155363467376) 2025-06-24T23:24Z [---] followers, [---] engagements
"@himshouse That's good news to hear. $HIMS"
[X Link](https://x.com/alexis04613/status/1937773987976675402) 2025-06-25T07:24Z [---] followers, [---] engagements
"@TheEUInvestor Indeed. $HOOD's Price to Sales is at a staggering 22x while $SOFI's sits at 6x. Relatively undervalued to its growth potential"
[X Link](https://x.com/alexis04613/status/1937779042503074161) 2025-06-25T07:45Z [---] followers, [--] engagements
"@TheEUInvestor Not a huge fan of crypto in general as well but as an investor I want $SOFI to offer everything and crypto could bring in some extra revenue for a relatively low cost"
[X Link](https://x.com/alexis04613/status/1937788884852547632) 2025-06-25T08:24Z [---] followers, [--] engagements
"@TacticzH Great take I'm not adding $HIMS as well as I want some clarity from $HIMS' side. I'm sure that they will disclose some information about the $NVO allegations very soon"
[X Link](https://x.com/alexis04613/status/1937804953491558664) 2025-06-25T09:27Z [---] followers, [---] engagements
"@MMMTwealth $TSLA dangerously overvalued on this metric"
[X Link](https://x.com/alexis04613/status/1937806206862844321) 2025-06-25T09:32Z [---] followers, [--] engagements
"$NVO blaming $HIMS for going to far on weight-loss advertising while doing the same. Next to that you put pressure on $HIMS to sell your Wegovy instead of acting in the patients' best interest. Seems like you have some internal problems to fix first $NVO. Your stock price is reflecting it. Down another -2% pre-market and -20% YTD. SPAIN PROBES $NVO OVER WEIGHT-LOSS DRUG ADS Novo Nordisk is under investigation by Spains Health Ministry for possible illegal promotion of its blockbuster drug Wegovy. Authorities say an online campaign linked to Novo may qualify as indirect advertising of a"
[X Link](https://x.com/alexis04613/status/1937827961266184556) 2025-06-25T10:59Z [---] followers, [---] engagements
"@Teslarati @heydave7 There will be some mistakes with Waymo $GOOGL and $TSLA FSD vehicles. They will learn from it. A launch like this can never be 100% spot on. You can't draw conclusions from videos like this about whether one is better than the other"
[X Link](https://x.com/alexis04613/status/1937959511517450307) 2025-06-25T19:42Z [---] followers, [---] engagements
"Pudgy Penguins NFT ETF what We reached the top now it may seem.😅 CBOE FILES 19B-4 FOR FIRST OF ITS KIND $PENGU AND PUDGY PENGUINS NFT ETF CBOE FILES 19B-4 FOR FIRST OF ITS KIND $PENGU AND PUDGY PENGUINS NFT ETF"
[X Link](https://x.com/alexis04613/status/1937987081017454652) 2025-06-25T21:31Z [---] followers, [---] engagements
"$GOOGL's Gemini is catching up very quickly. It's simply a result of a better model compared to previous versions. Bullish for $GOOG and the narrative around it. https://x.com/alexis04613/status/1935837646573437132t=7QUpCGxy2-qUv_MnaYn4Ag&s=19 YIPPIT JUST SHARED: $GOOGL GEMINI ADDED 13M USERS IN MAY -- OVER 2X CHATGPTS GROWTH https://t.co/mKNsEM1YQ5 https://x.com/alexis04613/status/1935837646573437132t=7QUpCGxy2-qUv_MnaYn4Ag&s=19 YIPPIT JUST SHARED: $GOOGL GEMINI ADDED 13M USERS IN MAY -- OVER 2X CHATGPTS GROWTH https://t.co/mKNsEM1YQ5"
[X Link](https://x.com/alexis04613/status/1937994161224880222) 2025-06-25T21:59Z [---] followers, [---] engagements
"$HIMS Get ready for some very volatile days/weeks with an increasing short interest. Every little piece of good/bad news could send it +/-20%. What I am watching for is a response from @AndrewDudum about $NVO's allegations"
[X Link](https://x.com/alexis04613/status/1937998372096336165) 2025-06-25T22:16Z [---] followers, [----] engagements
"@SoFi_Insider Bullish for players like $SOFI. Home loans should take off. LPB demand will increase as well. Very positive for $SOFI in general"
[X Link](https://x.com/alexis04613/status/1938131260091629844) 2025-06-26T07:04Z [---] followers, [---] engagements
"@Ashton_1nvests $GOOGL $LMND maybe some $HIMS if there is good news"
[X Link](https://x.com/alexis04613/status/1938143149076938951) 2025-06-26T07:51Z [---] followers, [---] engagements
"@TheLongInvest Not a big fan of TA but when the fundamentals are strong and the macro environment starts to be a tailwind + crypto back on the app and international money transfers powered through @GalileoFintech I would be happy to believe your take on it. $SOFI"
[X Link](https://x.com/alexis04613/status/1938203773949632995) 2025-06-26T11:52Z [---] followers, [----] engagements
"KBW analyst Tim Switzer with a masterclass of timing (stock is up 25% this month) to disclose his $SOFI sell-rating with a PT of $9. How to say you're shorting the stock without saying you're shorting the stock"
[X Link](https://x.com/alexis04613/status/1938243960360567154) 2025-06-26T14:32Z [---] followers, [---] engagements
"@himshouse Dudum could make the stock fly by adressing $NVO's (false ) allegations"
[X Link](https://x.com/alexis04613/status/1938267282276552965) 2025-06-26T16:05Z [---] followers, [----] engagements
"On the 11th of June I posted this tweet following a $SOFI upgrade from Stephens (PT $20). Guess what - Two days ago: sell-rating from Bank of America. (PT $13) - Today: sell-rating from KWB. (PT $9) This is what being a $SOFI shareholder since [----] does to you. Every time the stock runs a bit or buy-ratings come out KWB and Bank of America are quickly publishing a sell-rating while nothing has changed with the business (even though the story gets better and better). KBW BoA and others it's up to you now. We know you will publish a sell-rating very soon. KBW BoA and others it's up to you now."
[X Link](https://x.com/alexis04613/status/1938287294684746057) 2025-06-26T17:24Z [---] followers, [---] engagements
"@DataDInvesting We will see how things go with crypto. It's a big plus to be able to offer it again. I'm very excited for international money transfers as well. If they could take some revenue from a Wise for example that would be great. The future looks bright for $SOFI"
[X Link](https://x.com/alexis04613/status/1938290348981424558) 2025-06-26T17:36Z [---] followers, [---] engagements
"@DataDInvesting @arny_trezzi Changed jobs or got fired following his visionairy $LC $SOFI pair trade I would like to believe the latter. https://x.com/alexis04613/status/1931447901143642538t=CDItWu6y8BR1eujAHQ57qQ&s=19 As a matter of fact this trade could have cost him his job. He quit Wedbush [--] months ago to join Jefferies. https://t.co/D7f5f13GJA https://x.com/alexis04613/status/1931447901143642538t=CDItWu6y8BR1eujAHQ57qQ&s=19 As a matter of fact this trade could have cost him his job. He quit Wedbush [--] months ago to join Jefferies. https://t.co/D7f5f13GJA"
[X Link](https://x.com/alexcapital01/status/1938293179356151844) 2025-06-26T17:48Z [----] followers, [---] engagements
"Another sell-rating for $SOFI. Investors are not listening to these 'analysts' anymore. +4% on the day The art of timing a sell-rating: presented to you by KWB's Tim Switzer. Tim Switzer put out [--] sell ratings on $SOFI this year alone: - 2nd of January : $SOFI' stock goes to $15 after a huge run in Q4 of [----]. Tim is not happy: $8 PT. Stock goes down -8% that day. - 27th of The art of timing a sell-rating: presented to you by KWB's Tim Switzer. Tim Switzer put out [--] sell ratings on $SOFI this year alone: - 2nd of January : $SOFI' stock goes to $15 after a huge run in Q4 of [----]. Tim is not"
[X Link](https://x.com/alexis04613/status/1938360649081307505) 2025-06-26T22:16Z [---] followers, [----] engagements
"That April dip felt like a gift from Heaven. Congrats to everyone who didn't panic at that time and bought as we are approaching new all-time highs"
[X Link](https://x.com/alexis04613/status/1938365047476228448) 2025-06-26T22:33Z [---] followers, [---] engagements
"@DividendDude_X $GOOGL and $UNH right now"
[X Link](https://x.com/alexis04613/status/1938493187019956629) 2025-06-27T07:02Z [---] followers, [----] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@alexis04613 alexbxl98
alexbxl98 posts on X about $sofi, $pypl, $hims, $googl the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -71%
- [--] Month [-------] -18%
- [--] Months [---------] +82%
Mentions: [--] #
- [--] Week [--] -56%
- [--] Month [---] +21%
- [--] Months [---] +4.90%
Followers: [------] #
- [--] Week [-----] +1%
- [--] Month [-----] +7.10%
- [--] Months [-----] +141%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries automotive brands social networks celebrities gaming products
Social topic influence $sofi #440, $pypl #2461, $hims #217, $googl, $zeta #238, $tsm, $lmnd, $oscr, in the, $nvo
Top accounts mentioned or mentioned by @dividenddudex @ashton1nvests @tacticzh @theeuinvestor @anthonynoto @meeijer @himshouse @investingbygenz @datadinvesting @sofi @thelonginvest @mmoney642 @yodastockinvest @thexcapitalist @mmatters22596 @mindset4moneyx @kylewhitegoat @wealthmatica @watcherguru @techinvestor20
Top assets mentioned RAI Finance (SOFI) PayPal Holdings Inc (PYPL) Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) ZetaChain (ZETA) Taiwan Semiconductor (TSM) Lemonade, Inc. (LMND) Oscar Health, Inc. (OSCR) Novo-Nordisk (NVO) Robinhood Markets, Inc. (HOOD) TransMedics Group, Inc. Common Stock (TMDX) UnitedHealth Group (UNH) Duolingo, Inc. (DUOL) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) The Root Network (ROOT) ODDITY Tech Ltd (ODD) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Apple, Inc. (AAPL) Metadium (META) Chime Financial, Inc (CHYM) Eli Lilly and Company (LLY) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Grab Holdings Limited Class A Ordinary Shares (GRAB) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last [--] hours
"The more I read about Peter Lynch the more I'm convinced he would have invested in $SOFI. A company growing the top-line 33% YoY improving on all metrics of profitability in a challenging environment while the stock is nearly not moving at all"
X Link 2025-05-10T12:45Z [--] followers, [----] engagements
"In the end investing it's all about trust. Do you trust management delivering the future guidance they expect In $SOFI 's case they beat expectations every time. Even if they don't hit their [----] targets the company will still make more money tomorrow than today"
X Link 2025-05-12T16:46Z [--] followers, [---] engagements
"Never short a company with growth numbers like this. $HIMS being up +15% on the day. It's okay shorties with all that stress the past month (up +135 MoM) you might have lost some hair. Guess what $HIMS' products can help you out with their products"
X Link 2025-05-13T20:19Z [--] followers, [---] engagements
"My advice to the shorts: the company is growing fast and proving it's not only a GLP-1 story. It's time to cover your positions if you want those margin calls from your broker to stop. 😅"
X Link 2025-05-13T20:19Z [--] followers, [--] engagements
"$SOFI CEO Anthony Noto said during the JP Morgan Global Technology Media and Communications Conference wanting to get to 50M members by [----]. Right now SoFi counts 11M. That would be approximately 2M new members per quarter"
X Link 2025-05-16T21:37Z [--] followers, [---] engagements
"Either way getting to 50M members would be a huge step for $SOFI's goal to be a top [--] financial institution measured my market cap. A few tech deals could change the narrative about SoFi and give the stock a higher multiple. 50M members on a total U.S. population of 340M (assuming no international expansion) Is that the Big Hairy Audacious Goal (BHAG) he didn't want to share during a SoFi podcast earlier (starting from 43:16) https://t.co/VRh1sMYFEG 50M members on a total U.S. population of 340M (assuming no international expansion) Is that the Big Hairy Audacious Goal (BHAG) he didn't want"
X Link 2025-05-16T21:50Z [--] followers, [---] engagements
"Combine that with a higher demand for the Loan Platform Business this will increase SoFi's profitability (more fee-based revenue less risk) and could result in a significant rise in stock price. The future looks bright for $SOFI"
X Link 2025-05-16T21:50Z [--] followers, [--] engagements
"Conference finals at MSG. First time since [----] Go knicks 🧡💙 KNICKS ADVANCE TO EASTERN CONFERENCE FINALS FOR THE FIRST TIME SINCE [----] 🚨 https://t.co/T9m6aWmUoC KNICKS ADVANCE TO EASTERN CONFERENCE FINALS FOR THE FIRST TIME SINCE [----] 🚨 https://t.co/T9m6aWmUoC"
X Link 2025-05-17T09:08Z [--] followers, [--] engagements
"Made a $TSM earnings projection a couple of weeks ago. My buy price - with very conservative assumptions - is 183$. Wouldn't mind buying at a higher price if the fundamentals keep getting better. The company is one of the best managed and most important companies in the world"
X Link 2025-05-19T08:46Z [--] followers, [--] engagements
"$NVDA CEO's comment about $TSM's 2nm and 3nm being fairly priced tells you everything you need to know. TSMC has an amazing moat that takes years and a lot of money to disrupt. I'm long on $TSM and happy they are diversifying away from Taiwan. Amazing company. NFA"
X Link 2025-05-19T08:46Z [--] followers, [---] engagements
"The most important moat: pricing power. Your product is THAT good that you can sell it a higher price without losing demand for it. It took $TSM years to build that moat and now they are reaping the benefits of it. #TSMC $NVDA CEO's comment about $TSM's 2nm and 3nm being fairly priced tells you everything you need to know. TSMC has an amazing moat that takes years and a lot of money to disrupt. I'm long on $TSM and happy they are diversifying away from Taiwan. Amazing company. NFA $NVDA CEO's comment about $TSM's 2nm and 3nm being fairly priced tells you everything you need to know. TSMC has"
X Link 2025-05-19T08:51Z [--] followers, [--] engagements
"Health insurance company Oscar Health $OSCR has a market cap of 4B $ while their TTM revenue hit 10B $. Management expects 22% YoY growth for the top-line(revenue) for [----] and 20% till [----]. EPS is expected to grow +600% in [----] and management expects 2.25$ EPS in [----]. #oscr"
X Link 2025-05-20T16:39Z [--] followers, [---] engagements
"It looks like the fundamentals are backed by the numbers. I need to dig deeper in the company but a Price to Sales valuation of less than [--] (0.42 for $OSCR) screams a buying opportunity. Not financial advice"
X Link 2025-05-20T16:39Z [--] followers, [--] engagements
"@SimonBxl2800 might need your take on this one"
X Link 2025-05-20T16:40Z [--] followers, [--] engagements
"$GOOGL Gemini monthly active users reaches 400M+ 50M more than three weeks ago. "Google Search is dead". Sundar is delivering and y'all are selling this amazing company. #Google"
X Link 2025-05-20T18:22Z [--] followers, [---] engagements
"Hot take: Stock I would own for [--] years: $HIMS $OSCR $CELH Stocks I would own for [--] years: $SOFI $TSM $NVDA $AMZN $HOOD $GOOGL"
X Link 2025-05-21T07:44Z [--] followers, [----] engagements
"@TacticzH $ASML 's customer $TSM"
X Link 2025-05-21T19:34Z [--] followers, [--] engagements
"$TSM On quite a run lately: +29% in a month. TSMC joined the 1T$ club once again. $NVDA earnings in [--] days could make this go even higher. I expect a triple beat. Let's wait & see"
X Link 2025-05-22T18:20Z [--] followers, [--] engagements
"@gurgavin $SOFI"
X Link 2025-05-22T18:24Z [--] followers, [--] engagements
"@meeijer Great picks $GOOGL $NVDA $TSM $ASML and $AMZN are my favorites of this list. These will continue to dominate in the next few years"
X Link 2025-05-25T10:28Z [--] followers, [---] engagements
"Let me remind you that $SOFI still looks cheap on a PEG ratio. FY [----] EPS came in at 0.15$. For FY [----] EPS guidance management expect 0.27$ to 0.28$ (previously from 0.25$ to 0.27$). Let's say they will hit 0.30$ as they are sandbagging these numbers"
X Link 2025-05-26T11:11Z [--] followers, [---] engagements
"That's 100% EPS growth in [--] year. $SOFI 's current PE is [--]. 30/100 gives us a PEG ratio of [----]. The PE ratio of SoFi may look expensive but:"
X Link 2025-05-26T11:11Z [--] followers, [--] engagements
"- $SOFI turned profitable [--] year ago. PE ratios tend to be more expensive for growth companies - SoFi is not trying to optimize earnings as they are reinvesting more in the business - by factoring in the growth you can see in if SoFi is expensive or not"
X Link 2025-05-26T11:11Z [--] followers, [---] engagements
"Conclusion: the PEG ratio is a good ratio to analyze growth companies just like Peter Lynch did. A PEG ratio of less than [--] shows that the stock is undervalued compared to his future growth. $SOFI is one of those as they have a PEG ratio of [----]. Not financial advice"
X Link 2025-05-26T11:11Z [--] followers, [---] engagements
"European markets are all green on Trumps's news. Could be an indicator for tomorrow's U.S. opening. 📈🟢 $HIMS $SOFI $HOOD $NVDA $PLTR $AMZN #investing"
X Link 2025-05-26T13:46Z [--] followers, [---] engagements
"@Ashton_1nvests Depends. If you put 1M$ in divididend stocks with a 5% dividend it will give you approximately 50k a year so 4k$ every month. 2M$ would be better even though with 1M$ you can start thinking about retiring"
X Link 2025-05-27T06:18Z [--] followers, [--] engagements
"$HIMS New short data is out. Shorts keep shorting even more and it hit an all time high. 🤯 Let me remind the shorts: never short a company that posts numbers like this. You are playing with fire"
X Link 2025-05-27T19:46Z [--] followers, [----] engagements
"Waymo is expanding to Houston San Antonio and Orlando. In [--] months monthly rides have grown by 5800% in California. People like the convenience of the ride and it looks like the hurdles regarding safety are behind us. I like $GOOGL's execution with Waymo. I wish $GOOG could expand Waymo to Europe. I think it's a matter of time for it to happen"
X Link 2025-05-28T08:28Z [--] followers, [--] engagements
"While $HIMS is growing fast $CVS is suffering. Healthcare - just like banking - is being disrupted and it was about time. Convenience personalization and digital-first is the way to go. $CVS has announced it will be closing [---] stores. This follows the closure of around [---] locations between [----] and [----]. $CVS has announced it will be closing [---] stores. This follows the closure of around [---] locations between [----] and 2024"
X Link 2025-05-29T20:47Z [--] followers, [--] engagements
"One of my favorite Peter Lynch quotes: "Stocks are not lottery tickets". I believe he would have bought $SOFI if he was still active. SoFi EPS for FY [----] came in at $0.15. For FY [----] management expects $0.27 to $0.28. I believe they will hit $0.30. That's 100% EPS growth in [--] year. SoFi's current PE is [--]. 32/100 gives us a PEG ratio of [----]. Peter Lynch looked for fast growing companies with a PEG ratio of less than [--]. SoFi looks to be undervalued relative to its future growth"
X Link 2025-05-30T12:28Z [---] followers, [---] engagements
"Interesting. After building plants in Arizona and Germany the UAE could be next. $TSM $TSM REPORTEDLY CONSIDERING ADVANCED CHIP PLANT IN UAE 👀 https://t.co/31ZLCIfuFl $TSM REPORTEDLY CONSIDERING ADVANCED CHIP PLANT IN UAE 👀 https://t.co/31ZLCIfuFl"
X Link 2025-05-31T12:38Z [--] followers, [--] engagements
"@danielisdizzy Very good picks. Would have added $SOFI too but that portfolio is very strong for the next few years"
X Link 2025-06-01T13:53Z [--] followers, [---] engagements
"@TheLongInvest $SOFI = Tsunoda"
X Link 2025-06-01T14:01Z [--] followers, [----] engagements
"@StockTrader_Max $HIMS high short ratio could lead to higher rewards imo. But $OSCR is very undervalued. Both of them are good picks"
X Link 2025-06-02T20:55Z [---] followers, [---] engagements
"@StockTrader_Max @polhacksack $OSCR as well for me. $HIMS had a nice little run already"
X Link 2025-06-02T21:00Z [--] followers, [---] engagements
"@thegrowthplay I think he would have for sure if we were [--] years earlier. But he bought $NU last years and sold a bit after so it's possible he bought SoFi. I saw somewhere that he bought a secret stock. If it's $SOFI it will fly to the 20' s in one day"
X Link 2025-06-03T07:29Z [---] followers, [---] engagements
"@thexcapitalist @himshouse And based on the latest short data they are increasing. Just crazy to short a company that put 111% YoY revenue growth"
X Link 2025-06-03T08:39Z [---] followers, [---] engagements
"@FabrizioRomano Is the guy good Saw they wanted to spend 40M on him. I've never seen him play. Does his style compare to Jude"
X Link 2025-06-04T07:40Z [---] followers, 24.4K engagements
"Correction: $SOFI 's PE ratio was based on their GAAP EPS instead of the ajusted one. Made the correction here: https://x.com/alexis04613/status/1929929866146656766t=FmWiu9G1LsAaVaR-8lBsdQ&s=19 $SOFI should be at least a $20 stock. Here is why: $SOFI FY2024 EPS came in at $0.15. Management expects FY2025 EPS to come at $0.27 to $0.28. Noto and his team are probably sandbagging these numbers. I believe they will hit $0.30 of EPS for the year. This is a 100% EPS growth https://x.com/alexis04613/status/1929929866146656766t=FmWiu9G1LsAaVaR-8lBsdQ&s=19 $SOFI should be at least a $20 stock. Here is"
X Link 2025-06-04T09:06Z [---] followers, [---] engagements
"$TSM sitting on the same level as $NVDA. We all know $TSM's risk namely Taiwan being invaded. TSMC is diversifying away from Taiwan: they finished building Fab [--] in Arizona. That one is fully operational. Fab [--] and Fab [--] are expected to be operational in the next years. In [----] TSMC announced a $100 billion investment in the U.S. . They are also building fabs in Germany and are in contact to build one in the UAE . There is a reason why Trump wants them to invest in the U.S.: their chips are the best ones and are beating those of $INTC. The moat is one of the strongest I've seen (they are"
X Link 2025-06-04T15:22Z [---] followers, [---] engagements
"In case you didn't know Warren Buffet bought 60M shares in [----] but sold all his postion in Q1 of [----] due to I quote "TSMC is a "wonderful company and well-managed the escalating political risks in the region were a significant consideration in our decision to sell." $TSM is surely not for everyone but it's an amazing business putting up big growth numbers"
X Link 2025-06-04T16:46Z [---] followers, [--] engagements
"@thexcapitalist $ASML is such a gem. I already own their customer $TSM but I would place $ASML's moat on the same level as $TSM"
X Link 2025-06-06T07:12Z [---] followers, [---] engagements
"It's S&P rebalancing day. [--] of my holdings are making a good chance of being added. $HOOD & $SOFI. S&P [---] inclusion: $HOOD. Requirements : - market cap of at least $20.5 billion. ✅ ($63 billion) - positive GAAP earnings for [----] and Q1 [----]. ✅ S&P [---] Midcap inclusion: $SOFI. Requirements : - market cap between $7.4 and $20.5 billion. ✅ ($15 billion) - positive GAAP earnings for [----] and Q1 [----]. ✅"
X Link 2025-06-06T09:47Z [---] followers, [----] engagements
"@NighthawkTradez $HIMS is such an amazing business. People are sleeping on the company. https://x.com/alexis04613/status/1930969189151346841t=Kq59TVArE4-fjFkqohHIxg&s=19 This is the reason I started investing heavily in $HIMS. Everything up and to the right. Recurring revenue. Convenience. Patient satisfaction. $HIMS has even more room to grow with the international expansion. I'm very excited for the future. https://t.co/YAphBUAz2j https://x.com/alexis04613/status/1930969189151346841t=Kq59TVArE4-fjFkqohHIxg&s=19 This is the reason I started investing heavily in $HIMS. Everything up and to"
X Link 2025-06-06T12:50Z [---] followers, [---] engagements
"$HIMS It even looks better when looking at the margins. Those are the margins of a growing business. https://t.co/LUwouTEUtX It even looks better when looking at the margins. Those are the margins of a growing business. https://t.co/LUwouTEUtX"
X Link 2025-06-06T13:13Z [---] followers, [--] engagements
"@Tim_Sweeney_TAR @kylewhitegoat What if those analysts just don't know how to value a fintech because it's a relatively new business disrupting the old banking system He's not the only analyst making his model based on the TBV and completely neglecting the growth"
X Link 2025-06-06T15:00Z [---] followers, [---] engagements
"I'm curious to know on what valuation metric he used but I'm sure we all got an idea which one. If you're selling the stock on this news you must be new to $SOFI. They are trying to bring it down every time it runs a bit. They disclose their analysis always on the best moments. Don't listen to the suits they are wrong on this one"
X Link 2025-06-06T15:21Z [---] followers, [---] engagements
"My view on the recent $SOFI downgrade by the 'analyst'. @kylewhitegoat $SOFI is taking their clients deposits and they start seeing this trend worsen. A bank downgrading a fintech nothing to take seriously. @kylewhitegoat $SOFI is taking their clients deposits and they start seeing this trend worsen. A bank downgrading a fintech nothing to take seriously"
X Link 2025-06-06T15:32Z [---] followers, [---] engagements
"@himshouse Shorts shorting a company that delivers [---] YoY revenue growth. Either they want to loose money or they are blind. I just don't get why you would short this company. The bears' thesis has been dead wrong. https://x.com/alexis04613/status/1930969189151346841t=dtdDIH4vZlAsR0-szYr4tA&s=19 This is the reason I started investing heavily in $HIMS. Everything up and to the right. Recurring revenue. Convenience. Patient satisfaction. $HIMS has even more room to grow with the international expansion. I'm very excited for the future. https://t.co/YAphBUAz2j"
X Link 2025-06-06T15:34Z [---] followers, [----] engagements
"@JSpitTrades An idiot and not a long term investor"
X Link 2025-06-06T22:30Z [---] followers, [---] engagements
"Update: no S&P rebalancing this time. Next rebalancing date: 3rd Friday of september = 18th of september. $HOOD -6% AH after a run of +13% this week. Unfortunate for $SOFI. It could have formed a nice base around $14-$15. Either way it's a matter of time for both companies. It's S&P rebalancing day. [--] of my holdings are making a good chance of being added. $HOOD & $SOFI. S&P [---] inclusion: $HOOD. Requirements : - market cap of at least $20.5 billion. ✅ ($63 billion) - positive GAAP earnings for [----] and Q1 [----]. ✅ S&P [---] Midcap inclusion: It's S&P rebalancing day. [--] of my holdings are making"
X Link 2025-06-07T10:05Z [---] followers, [---] engagements
"$SOFI vs $LC If you sold $SOFI because of the Bank of America downgrade yesterday let me remind you that you shouldn't blindly follow analysts' ratings on $SOFI. Here is an example: On the 17th of may [----] Wedbush analyst David Chiaverini rated $SOFI as a sell ($2.50 price target) and LendingClub ( $LC ) as a buy following a pair trade (short $SOFI and long $LC). At that time $SOFI's stock price was $4.93 while $LC's stock price was $7.88. $SOFI's revenue turned out to be much higher for [----] than $LC. In Q4 [----] $SOFI turned profitable for the first time ever. In return $SOFI's net income"
X Link 2025-06-07T20:23Z [---] followers, [----] engagements
"@Tim_Sweeney_TAR Thanks for your thesis on $SOFI. This one is for the long term"
X Link 2025-06-07T21:17Z [---] followers, [---] engagements
"@FadingTheNoise @SoFi_Insider I'm aware of the other requirements. I just mentioned the most important one which is also the most improbable one in the short term. But even the $20.5B market cap is not sure. Those tend to change. The previous one was $18B"
X Link 2025-06-07T22:00Z [---] followers, [--] engagements
"The day he rated $SOFI as a sell the stock dropped more than 5% and went even lower to $4.45. Glad those days are over. Back then every sell rating made the stock drop at least 5%. But I should be thankful for these analysts to give me opportunities to accumulate more shares from a business they don't understand"
X Link 2025-06-08T00:01Z [---] followers, [---] engagements
"Since starting X I'm not underestimating the power of retail on certain below-the-radar companies. I remember some months ago my whole feed was talking about $GRAB. Result The price popped more than 7% the next day. I see the same happening with $OSCR and $LMND. Strong companies and potential multibaggers in the long term. $OSCR +11% this week. $LMND +19% this week"
X Link 2025-06-08T11:10Z [---] followers, [---] engagements
"@Futurenvesting Great analysis. And indeed $SOFI looks to be undervalued on a P/S ratio. I talked about it here too: https://x.com/alexis04613/status/1929612146473632036t=naRJxNNg9c9COEyMQfy8Kg&s=19 $SOFI vs Chime. Chime targets a [----] billion dollar valuation IPO. Here is the revenue for both companies. SoFi has much higher revenue for the last [--] years. Chime also just turned profitable for the first time ever in Q1 '25. If the IPO goes through at that valuation https://t.co/PzYQKRqJjW https://x.com/alexis04613/status/1929612146473632036t=naRJxNNg9c9COEyMQfy8Kg&s=19 $SOFI vs Chime. Chime"
X Link 2025-06-08T20:24Z [---] followers, [---] engagements
"@RevolutApp IPO further this year could benefit $SOFI. I explain why here. I'm also very excited for Chime's ( $CHYM ) IPO. Analysis of European fintech giant Revolut: why players like $SOFI could benefit from Revolut's IPO. What UK-based fintech Revolut offers: - Multi-currency accounts and debit cards - International money transfers - Budgeting and savings tools - Investment options - Insurance and https://t.co/ZYc6d80WCC Analysis of European fintech giant Revolut: why players like $SOFI could benefit from Revolut's IPO. What UK-based fintech Revolut offers: - Multi-currency accounts and"
X Link 2025-06-08T21:46Z [---] followers, [---] engagements
"$SOFI vs $CHYM. $SOFI's stock price should see a rise. It's undervalued on a P/S ratio. $SOFI vs Chime. Chime targets a [----] billion dollar valuation IPO. Here is the revenue for both companies. SoFi has much higher revenue for the last [--] years. Chime also just turned profitable for the first time ever in Q1 '25. If the IPO goes through at that valuation https://t.co/PzYQKRqJjW $SOFI vs Chime. Chime targets a [----] billion dollar valuation IPO. Here is the revenue for both companies. SoFi has much higher revenue for the last [--] years. Chime also just turned profitable for the first time ever in"
X Link 2025-06-08T21:47Z [---] followers, [----] engagements
"@DividendDude_X I'm not watching those. Only the open market hours matter"
X Link 2025-06-08T22:37Z [---] followers, [---] engagements
"It makes no sense to me. Destroying someone's car should result in some jail time. $GOOG $GOOGL Multiple Waymo vehicles set ablaze here in LA https://t.co/p2iVDUbEIL Multiple Waymo vehicles set ablaze here in LA https://t.co/p2iVDUbEIL"
X Link 2025-06-09T09:09Z [---] followers, [---] engagements
"@Milanssonko They call this broader segment "Wealth" and it rose from 127M to in [----] to 506M in [----]. As a European I like Revolut's app but I'm not using it due to their high trading cost. I'm using Trade Republic as my main bank and brokerage account. https://www.ft.com/content/48fefcd1-7735-4573-bbbb-99d8691f387d https://www.ft.com/content/48fefcd1-7735-4573-bbbb-99d8691f387d"
X Link 2025-06-09T09:22Z [---] followers, [---] engagements
"@StockMeetUps $OSCR revenue is exploding and the company still trades at a [----] P/S ratio. I've never seen such a low P/S ratio for such a great business. Big opportunity to add some shares"
X Link 2025-06-09T15:31Z [---] followers, [---] engagements
"@DataDInvesting Such a disconnection between the stock and the fundamentals of the company. Compared to the other fintechs $SOFI is executing flawlessly. The stock will eventually catch up"
X Link 2025-06-09T21:35Z [---] followers, [---] engagements
"Looks amazing. Vlad and his team are executing at a high level. $HOOD Just wrapped up the @InvestAmerica24 Summit at the @WhiteHouse with @realDonaldTrump @SenTedCruz @BradGerstner and others. We discussed the initiative to fund $1000 in a brokerage account for every American at birth. Robinhood is ready to go and we can bring our technology https://t.co/DOX2C2sWwI Just wrapped up the @InvestAmerica24 Summit at the @WhiteHouse with @realDonaldTrump @SenTedCruz @BradGerstner and others. We discussed the initiative to fund $1000 in a brokerage account for every American at birth. Robinhood is"
X Link 2025-06-09T21:43Z [---] followers, [--] engagements
"@Futurenvesting Thanks for the website traffic update. $NU's website traffic YoY growth is simply phenomenal"
X Link 2025-06-09T21:50Z [---] followers, [---] engagements
"@B33Gill Revolut's incredible growth is everything I thought $SOFI would have when investing in the stock [--] years ago. I'm still very happy with what $SOFI delivered"
X Link 2025-06-09T22:15Z [---] followers, [---] engagements
"@DividendDude_X $GOOGL and $SOFI at these prices. Want to add $UNH and $PYPL"
X Link 2025-06-10T05:51Z [---] followers, [---] engagements
"@AverageDipBuyer Both of them are great options. I think $SOFI is going higher this year already. Close to $20. I would still it play it safe and go for the $15-$17"
X Link 2025-06-10T09:25Z [---] followers, [---] engagements
"When I see stocks being hyped up on this platform I take it with a grain of salt even though I'm not underestimating retail's power of finding gems ( $PLTR $TSLA $HOOD ). $LMND is the last company that popped up on my feed. After a quick analysis I saw why. Here are my findings: Revenue growth (my first check before going futher in my research): - 2021: $128.4 million - 2022: $256.7 million - 2023: $429.8 million - 2024: $526.5 million A CAGR of 60.1%. Not bad at all. For [----] they expect $662M and 30% revenue growth for [----]. $LMND still isn't profitable yet but they expect to achieve"
X Link 2025-06-10T13:44Z [---] followers, [---] engagements
"@DividendTalks Great buys. $AAPL and $TSLA I don't want to own except if there is a very cheap discount. $PLTR I would love to add but not at these levels"
X Link 2025-06-10T18:55Z [---] followers, [---] engagements
"@kinginvestings $TSM. Rock-solid company with a big moat. Overlooked because Taiwanese but oh so crucial for the economy's growth"
X Link 2025-06-10T20:40Z [---] followers, [---] engagements
"@TacticzH $ASML without a doubt. Big moat"
X Link 2025-06-10T20:45Z [---] followers, [---] engagements
"@thexcapitalist AI will generate more than a quarter of Search's current revenue in my opinion. $GOOGL will find ways to monetize it"
X Link 2025-06-11T09:02Z [---] followers, [---] engagements
"@MMoney642 $TSM and $GOOG. I'm more overweight on $TSM. It's overlooked and underappreciated but what a company it is. Incredible numbers"
X Link 2025-06-11T11:20Z [---] followers, [--] engagements
"Here are the links: $SOFI vs $CHYM : $SOFI vs Revolut: $SOFI PEG ratio: https://x.com/alexis04613/status/1929929866146656766t=1kqO9CatHKfEThYXU6k01g&s=19 https://x.com/alexis04613/status/1931803432953975001t=h46HLeiNjqyRsDcz6nx7Qw&s=19 https://x.com/alexis04613/status/1929612146473632036t=-3FGfrct9G1KW5JMNBZZPQ&s=19 $SOFI should be at least a $20 stock. Here is why: $SOFI FY2024 EPS came in at $0.15. Management expects FY2025 EPS to come at $0.27 to $0.28. Noto and his team are probably sandbagging these numbers. I believe they will hit $0.30 of EPS for the year. This is a 100% EPS growth"
X Link 2025-06-11T12:07Z [---] followers, [---] engagements
"@DeItaone Who still listens to Cathie Wood after looking at her fund's return"
X Link 2025-06-11T14:03Z [---] followers, [---] engagements
"This is clearly a timed management decision after Ro and $LFMD struck a deal with $LLY to stop selling compounded semaglutide. This is how you attract people. It's a good move by $HIMS's management imo. Still curious to see what % of revenue marketing costs will be"
X Link 2025-06-11T15:01Z [---] followers, [---] engagements
"One of my largest positions $TSM is up +20% the last month. This is such a well managed company but I get the risk here. With a forward PE of [--] it still doesn't look that expensive. Made an earnings projection until [----] and the stock price today ($213) sits in line with my buy price. Given that I desire a certain margin of safety I wouldn't buy at this price"
X Link 2025-06-11T19:22Z [---] followers, [---] engagements
"@NighthawkTradez $HIMS is totally in control here. $LLY knows they are gonna lose market share"
X Link 2025-06-11T22:10Z [---] followers, [---] engagements
"@mvcinvesting $LMND. It starts to get a little more known on this platform but they are executing very well. Would like to start a position in this one"
X Link 2025-06-12T06:12Z [---] followers, [---] engagements
"I'm so glad I bought the april dip and continued to execute my strategy (DCA on businesses that are undervalued to me). $SOFI at $9.50 $HIMS at $25 $HOOD at $35 $TSM at $141 As a long term investor if you didn't buy this dip you missed out on some serious gains. Ignore the noise avoid emotional decisions stick to your long-term investment plan and take those opportunities"
X Link 2025-06-12T06:55Z [---] followers, [---] engagements
"With $CHYM's IPO $SOFI should see a rise in stock price. Excited to see what Chime's stock will do today. $SOFI : SoUndervalued I compared $SOFI with two fintech competitors who will IPO this year ( $CHYM tomorrow and Revolut late [----] / early [----] ). Both analyses showed that $SOFI is undervalued on a P/S ratio. I used Peter Lynchs approved PEG ratio to value SoFi. Guess what $SOFI : SoUndervalued I compared $SOFI with two fintech competitors who will IPO this year ( $CHYM tomorrow and Revolut late [----] / early [----] ). Both analyses showed that $SOFI is undervalued on a P/S ratio. I used"
X Link 2025-06-12T06:57Z [---] followers, [----] engagements
"@amitisinvesting It makes no sense. $SOFI with more revenue net income and better margins and Wall Street values it less than $CHYM. $SOFI is way undervalued when looking at other fintechs too: https://x.com/alexis04613/status/1932770961578705304t=gDDtslhc74RdPPHQfWMcCQ&s=19 $SOFI : SoUndervalued I compared $SOFI with two fintech competitors who will IPO this year ( $CHYM tomorrow and Revolut late [----] / early [----] ). Both analyses showed that $SOFI is undervalued on a P/S ratio. I used Peter Lynchs approved PEG ratio to value SoFi. Guess what"
X Link 2025-06-12T08:35Z [---] followers, [---] engagements
"Palantir: the art of paying too much $PLTR's current P/S ratio of [---] ranks it among the most expensive stocks ever for companies with a market cap of over $20B: - Yahoos (113 in 2000) - $NVDA NVIDIA (42 in 2024) - $CSCO Cisco (31 2000) - $TSLA Tesla (28 2021) - $AMZN Amazon (30 1999) - $QCOM Qualcomm (25 2000) What happened to them after their peak - Yahoo (2000): Dropped -90% in [--] years never recovered due to competition. - NVIDIA (2024): 2060% corrections but resilient due to 171% revenue growth. - Cisco (2000): Fell -80% in [--] years partial recovery by [----] as a mature tech giant. - Tesla"
X Link 2025-06-12T15:59Z [----] followers, [----] engagements
"A rerating for $SOFI is inevitable. Here is how you play $CHYM: Sit back calm down and buy $SOFI. If the market truly believes $CHYM deserves this valuation $SOFI price will be corrected upward. If not $CHYM will be corrected downward and youll be sitting comfortably on your $SOFI shares. https://t.co/oaO23D0aKu Here is how you play $CHYM: Sit back calm down and buy $SOFI. If the market truly believes $CHYM deserves this valuation $SOFI price will be corrected upward. If not $CHYM will be corrected downward and youll be sitting comfortably on your $SOFI shares. https://t.co/oaO23D0aKu"
X Link 2025-06-12T18:20Z [---] followers, [---] engagements
"@meeijer $HIMS isn't that undervalued. PEG ratio of [---]. Forward PE of [--]. With a P/S ratio of [----] compared to $NVO (P/S of 7.6) and $LLY (P/S of 14.8) you might have a point"
X Link 2025-06-12T22:27Z [---] followers, [---] engagements
"@MichaelRohland7 Indeed. I am expecting $CHYM's stock to drop -20% on any given day. If it stays that high then $SOFI should see an increase as well"
X Link 2025-06-12T22:55Z [---] followers, [---] engagements
"This is why $HIMS doesn't want to give up on personalized GLP-1 solutions. It's a huge business and it's working. $LLY knows it too (they probably have more data about it than all of us) and try to slow down $HIMS' growth. Very glad Dudum and his team didn't render this part of their business. Bullish. 📈"
X Link 2025-06-13T07:38Z [---] followers, [---] engagements
"I took advantage of the dip to start a small position in $LMND. The revenue growth and the growing premiums (IFP) are the main reasons why I'm investing in this stock. I admire the risk management as well. For a growing and not yet profitable business this is important. The TTM gross loss ratio stands at 73% which is under management's long term target of under 75%. I believe the current insurance sector can be disrupted by small (but growing fastly) insurtechs like $LMND. Lemonade's tech will help them scale much faster and achieve high operating margins in the future. It's a small position"
X Link 2025-06-13T11:26Z [---] followers, [---] engagements
"@MMatters22596 Not sure if $SOFI is going to $10 again. If it does I will add some more"
X Link 2025-06-13T21:44Z [---] followers, [--] engagements
"@WinnerInvestor $SOFI always crashing harder than its peers. Crazy"
X Link 2025-06-13T21:45Z [---] followers, [---] engagements
"@gainify_io $TSM being in a league of its own"
X Link 2025-06-14T00:17Z [---] followers, [--] engagements
"@TheStockBro @NetWorthNotes Saw they expect 26% revenue growth for [----] from [----] and 21% growth in [----]. That's impressive. Around $60 I would consider buying. It's still a 20% difference with today's price"
X Link 2025-06-14T10:35Z [---] followers, [--] engagements
"@InvestInAssets [--] years is a long time and requires a quarterly update to see if the fundamentals haven't changed. Here are mine: $SOFI $GOOGL $TSM"
X Link 2025-06-14T10:43Z [---] followers, [---] engagements
"$HOOD That's well said by Vlad. Wished $SOFI CEO Anthony Noto could come out like that too on X. However the financial services industry is such a large market that it's not a winner takes all but a winner takes most. Technology is rapidly disrupting the financial services industry. In this technological competition victory will go to the sharpest and most hardcore team. Technology is rapidly disrupting the financial services industry. In this technological competition victory will go to the sharpest and most hardcore team"
X Link 2025-06-14T11:09Z [---] followers, [---] engagements
"@Ashton_1nvests You're not the only one. 😉 I think we can all agree that $SOFI at this price is undervalued"
X Link 2025-06-14T16:59Z [---] followers, [--] engagements
"@TrendSpider $HIMS once it is trading at $100:"
X Link 2025-06-15T01:55Z [---] followers, [----] engagements
"Some other reasons why I bought $LMND: - IFP (in-force premium) growth of 28% for the full year [----] and 30% for the full year [----] - revenue growth of 25% expected for FY2025 - half () of the new car insurance sales comes from existing customers. This means a lower CAC and the cross-selling succes. In essence this means that customers are happy about Lemonade's services. - management expects to achieve positive ajusted EBITDA for Q4 [----]. If they achieve it before that quarter this will be a massive catalyst for the stock price to rise - they will continue to leverage the AI platform to"
X Link 2025-06-15T11:52Z [---] followers, [---] engagements
"@Ashton_1nvests - revenue growth 20% and sustainable - improving efficiency on operationnal level and the bottom-line - management's vision to preferably disrupt a huge TAM - valuation. I don't want to overpay for a good business"
X Link 2025-06-15T11:59Z [---] followers, [--] engagements
"You are not bullish enough on $HIMS. Management expect [----] revenue of at least $6.5B. Revenue for FY2024 came in at $1.5B. That's a CAGR of 27% till [----]. Impressive. What's even more impressive is the "at least". Let's say they will hit revenue of $7B. At a Price to Sales ratio of [--] it gives us a market cap of nearly $50B. A more than 4x from today's market cap. Do I expect them to hit more than $7B by [----] I do. Do I expect them have a higher market cap than $50B I do"
X Link 2025-06-15T12:32Z [---] followers, [----] engagements
"Great comparaison I would add that $ROOT is expected to grow revenue by 9% and earnings by 17% for the next years. $HIPO on the other hand is expected to grow revenue by 14% on average for the next [--] years and earnings growth by 88% per year. In my opinion a premium well earned for $LMND"
X Link 2025-06-15T16:45Z [---] followers, [---] engagements
"I believe that $SOFI is the perfect example of a company that Peter Lynch would have owned. $SOFI is a rapid growing company in a slow growing industry. The type of investment Peter Lynch seeked. This is $SOFI's revenue growth since going public in 2021: 2021: +74% 2022: +59% 2023: +34% 2024: +26% For [----] they expect to grow revenue by 24%-27%. Earnings as a result are growing rapidly. $SOFI expects approximately 100% EPS growth this year [----] ($0.15 EPS in [----] and $0.27-$0.28 EPS for FY2025). As Peter Lynch explained in the video: you don't have to buy $SOFI in the first inning. You can"
X Link 2025-06-15T21:39Z [---] followers, [--] engagements
"@AverageDipBuyer I've read them too. The discrepancy between the fundamentals of a company and its stock price is exactly why he built most of his positions. $SOFI fits in that category too. 'One up on Wall Street' is my favorite book from him"
X Link 2025-06-16T09:31Z [---] followers, [---] engagements
"@zorantravel When looking at earnings it's indeed a different story. $PLTR has maybe the strongest balance sheet out of all companies I listed. It is an exceptional company but I'm not sure what kind of return buyers expect at this price"
X Link 2025-06-16T12:14Z [---] followers, [--] engagements
"@Alerts_Bullish Very strong underrated and underappreciated growth. A favorible macro environment will be a tailwind for $SOFI and the market will eventually catch up to price it at their true potential"
X Link 2025-06-16T16:07Z [---] followers, [---] engagements
"$OSCR flying after-hours after this news came out. +8% 🟢"
X Link 2025-06-16T21:47Z [---] followers, [---] engagements
"$SOFI not a tech company I am not so sure. People are acting like $SOFI isn't a tech company as if there isn't Technologies in 'SoFi Technologies'. It all comes down to perception and comparison: - perception about banks being slow not tech-driven and relying on loans. - comparison with other fintechs who might be People are acting like $SOFI isn't a tech company as if there isn't Technologies in 'SoFi Technologies'. It all comes down to perception and comparison: - perception about banks being slow not tech-driven and relying on loans. - comparison with other fintechs who might be"
X Link 2025-06-16T21:54Z [---] followers, [----] engagements
"@BoujeeFinances $GOOGL. But it's a close one"
X Link 2025-06-16T22:09Z [---] followers, [---] engagements
"@Barchart Absolutely crazy. 🤯 $TSM and others took their lunch"
X Link 2025-06-16T23:14Z [---] followers, [--] engagements
"@daveshiacc I took the current P/S ratio to make the case for the undervaluation but a higher P/S ratio is very likely. $LLY current P/S sits at 15x for example. At a 15x P/S multiple we get a $100B market cap for $HIMS"
X Link 2025-06-17T06:15Z [---] followers, [--] engagements
"@StockMeetUps All of these + a favorable macro environment and $SOFI could potentially grow more than 30% a year. I expect home loans to take off with every rate cut"
X Link 2025-06-17T06:52Z [---] followers, [--] engagements
"@TheEUInvestor In times of (global) crisis it's clear which company I would prefer to own: the one where its customers can pay back their loan meaning $SOFI. Lending to high FICO scores is a clear differentiator"
X Link 2025-06-17T07:19Z [---] followers, [---] engagements
"@TheStockBro I own both $HOOD and $SOFI. Given $HOOD's recent run I am not rushed to buy some more. At the moment $SOFI is undervalued while growing the business like this:"
X Link 2025-06-17T12:56Z [---] followers, [---] engagements
"@JSpitTrades $HIMS' volatility is not for everyone but it has been a fun ride till now. It helps knowing you're in it for the long term"
X Link 2025-06-17T16:16Z [---] followers, [---] engagements
"Markets are down relatively okay given that Trump is 'seriously' considering to join the war and to launch a U.S. strike against Iran's nuclear facilities. The market doesn't like this uncertainty. This could give some opportunities to add. Here is what I am looking for 👉🏼: $LMND below $35 $HOOD below $70 $SOFI below $14 $GOOGL below $170 $HIMS below $55 I also hope for the best in Israel and Iran. As a human being and investor this is not what I want to see"
X Link 2025-06-17T20:58Z [---] followers, [---] engagements
"🚨 $HOOD INSIDER BUYING. Director Christopher Payne bought [-----] shares at $74. Someone knows something and it could have to do with Robinhood's big crypto event on the 30th of June. @RobinhoodApp"
X Link 2025-06-17T22:17Z [---] followers, [---] engagements
"DUDUM is cooking 🔥 can't wait for tomorrow. $HIMS What launches tomorrow took many years to perfect. From the industrial design of the machines to the safety procedures delivering consistency and quality. Tomorrows a small glimpse into the future of what were building. What I believe is one aspect of the future of https://t.co/LYqsO8LK9q What launches tomorrow took many years to perfect. From the industrial design of the machines to the safety procedures delivering consistency and quality. Tomorrows a small glimpse into the future of what were building. What I believe is one aspect of the"
X Link 2025-06-18T00:07Z [---] followers, [---] engagements
"@NighthawkTradez $HIMS to the moon bro 🚀"
X Link 2025-06-18T00:15Z [---] followers, [---] engagements
"@AndrewDudum Also don't make a deal with $LLY about your compounded semaglutide GLP-1. This will be your best selling product. $LLY is trying to slow down your growth. Keep it that way. They see what you are becoming: healthcare of the future"
X Link 2025-06-18T00:28Z [---] followers, [----] engagements
"@NighthawkTradez We're still so early. $HIMS is just getting started"
X Link 2025-06-18T07:35Z [---] followers, [---] engagements
"@thexcapitalist To be a $100B company is possible if they continue to innovate like this. Dudum and his team have a clear strategy of what they want to build. $HIMS is only getting started"
X Link 2025-06-18T09:16Z [---] followers, [---] engagements
"@StockSavvyShay Needs to be seen. I think there will be [--] big players: $UBER $GOOGL (Waymo) and $TSLA. I expect an even market share for all of them"
X Link 2025-06-18T13:57Z [---] followers, [---] engagements
"Waymo is expanding to NYC ✅ $GOOG $GOOGL is moving fast with Waymo. Exciting. New York we're coming back to the Big Apple next month 🍎🗽We want to serve New Yorkers in the future and were working towards that goal. Heres how:👇 https://t.co/wOLEIhYilz New York we're coming back to the Big Apple next month 🍎🗽We want to serve New Yorkers in the future and were working towards that goal. Heres how:👇 https://t.co/wOLEIhYilz"
X Link 2025-06-18T16:21Z [---] followers, [---] engagements
"$SOFI up +6% today while $CHYM is down -8%. Two weeks ago I compared SoFi vs Chime and noted that Chime was doing its IPO at a (too) high valuation and that based on that valuation $SOFI should be a $15 stock. Today the markets realized this as well: $SOFI is a $15 stock and $CHYM experiences a correction. $SOFI vs Chime. Chime targets a [----] billion dollar valuation IPO. Here is the revenue for both companies. SoFi has much higher revenue for the last [--] years. Chime also just turned profitable for the first time ever in Q1 '25. If the IPO goes through at that valuation"
X Link 2025-06-18T19:36Z [---] followers, [----] engagements
"Today's performance : $OSCR +16% $SOFI +6% $HOOD +4% $HIMS +3% $LMND +6% Today was not a bad day at all for some of my holdings. Reminder: U.S. markets are closed tomorrow due to Juneteenth. I will keep an update of what the European markets will do tomorrow but expect those to be flat"
X Link 2025-06-18T20:14Z [---] followers, [---] engagements
"@investingbyGenZ Completely agree. People are acting as if these businesses don't innovate or see the stablecoin as an opportunity as well. $PYPL in this regard is very is very underestimated"
X Link 2025-06-19T08:07Z [---] followers, [--] engagements
"The LPB is working well and the demand for it continues to be strong. SoFi Invest is improving a lot this will attract some people. The credit card business will become profitable. Rate cuts will be a massive tailwind (I expect home loans to boom). The long term strategy is clear and we can all see that $SOFI is becoming bigger and bigger every day"
X Link 2025-06-19T09:26Z [---] followers, [--] engagements
"@investingbyGenZ $ASML at this price could give you a pretty good return. It's not the deal of the year yet and surely if you desire some margin of safety. I don't own it but I'm certainly keeping an eye on it"
X Link 2025-06-19T12:18Z [---] followers, [--] engagements
"@StockSavvyShay $TSM with a very crucial role here"
X Link 2025-06-19T12:44Z [---] followers, [----] engagements
"$HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI down -2% as well. Not sure whether this will affect fintechs that much. JUST IN: Elon Musk's X to launch in-app investing and trading FT reports. JUST IN: Elon Musk's X to launch in-app investing and trading FT reports"
X Link 2025-06-19T13:27Z [---] followers, [----] engagements
"@WatcherGuru $HOOD $SOFI and $COIN all down on this news. https://x.com/alexis04613/status/1935690827805630574t=6yXMADoQDT7rZr23VwFLIw&s=19 $HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI down -2% as well. Not sure whether this will affect fintechs that much. https://t.co/84y0loLd1h https://x.com/alexis04613/status/1935690827805630574t=6yXMADoQDT7rZr23VwFLIw&s=19 $HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI down -2% as well. Not sure whether this will affect fintechs that much."
X Link 2025-06-19T13:36Z [---] followers, [----] engagements
"@DividendDude_X I'm really not sure if it will affect fintechs that much. I think people would like to separate their social media and investing/trading app. $HOOD $COIN $SOFI all down on this news in Europe. https://x.com/alexis04613/status/1935690827805630574t=PZTCa3lN_fl67UdLqAHInQ&s=19 $HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI down -2% as well. Not sure whether this will affect fintechs that much. https://t.co/84y0loLd1h https://x.com/alexis04613/status/1935690827805630574t=PZTCa3lN_fl67UdLqAHInQ&s=19 $HOOD down -2% in Europe on"
X Link 2025-06-19T14:41Z [---] followers, [---] engagements
"@DataDInvesting $SOFI and $HOOD are both down here in Europe because of it. I'm ready to take advantage of it if it drops even more. https://x.com/alexis04613/status/1935690827805630574t=QIIU3r-E57QQAQyUZqN1iA&s=19 $HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI down -2% as well. Not sure whether this will affect fintechs that much. https://t.co/84y0loLd1h https://x.com/alexis04613/status/1935690827805630574t=QIIU3r-E57QQAQyUZqN1iA&s=19 $HOOD down -2% in Europe on the news that Elon Musk wants to launch investing and trading on X. $SOFI"
X Link 2025-06-19T16:22Z [---] followers, [---] engagements
"@YodaStockInvest True. Even though $AAPL is -20% YTD. 😅"
X Link 2025-06-19T17:24Z [---] followers, [--] engagements
"Google (Alphabet): the 'dying' business printing money. $GOOGL just became the company with the most net income ($111B) over the last twelve months surpassing $MSFT and $AAPL. Let's take a deeper dive into the business and its valuation"
X Link 2025-06-19T23:10Z [---] followers, [----] engagements
"Netflix vs YouTube For the full year [----] Netflix hit $39B. At that time $NFLX traded around 7x Sales. For the full year [----] YT hit $36B. At a 7x Price to Sales ratio we're talking about a $252B business on its own. But: YouTube is having more US TV time market share"
X Link 2025-06-19T23:10Z [---] followers, [---] engagements
"Google AI: the underestimated business. Google Gemini made huge steps in performance in a bit more than 1y time. Result Gemini [---] Pro ranks among the best models out there. AI Overviews are used by 1.5B users every month. They are finding ways to monetize this"
X Link 2025-06-19T23:10Z [---] followers, [---] engagements
"Waymo: the succesful experience. In [--] months monthly rides have risen by 5800% in California. They are expanding to many cities. They have recently applied for a permit in NYC. If they nail NYC this is going to become huge - a gamechanger"
X Link 2025-06-19T23:10Z [---] followers, [---] engagements
"Google Cloud: the fastest growing Google business. Google Cloud grew 28% YoY to reach 12% of the global cloud market in Q1 [----]. Google planned $75M in Capex this year. A substantial portion of this is allocated to building out Google Cloud's infrastructure (AI data centers)"
X Link 2025-06-19T23:10Z [---] followers, [---] engagements
"Rewarding shareholders. Google buys back their shares (on average 2% less shares every year) while also giving out a dividend. I expect them to increase this dividend which could attract dividend stock investors. I made an earnings projection here: https://x.com/alexis04613/status/1929579504516628608t=2Or7N7o6T_cxXgAAscKo8g&s=19 Made an earnings projection about $GOOG. Here are my findings: Things that are ambiguous to me: - net margin. In Q1 net margin came in at 3828%. - PE ratio: Google last PE ratios for the last years was [----] (2021); [---] (2022); [----] (2023); [----] (2024). Things that I"
X Link 2025-06-19T23:10Z [---] followers, [---] engagements
"Valuation. $GOOG $GOOGL is the cheapest Mag [--]. With a PE of [--] Forward PE of [--] Price/Sales of [--] the stock has upside. Yes Google Search is losing market share but (falsely) concluding that Google is a dying company because of this I don't think so"
X Link 2025-06-19T23:10Z [---] followers, [---] engagements
"@himshouse $HIMS and Hers side to side on the app store. I think we can expect Hers to catch up Hims in the future"
X Link 2025-06-20T07:21Z [---] followers, [---] engagements
"@MMoney642 Great portfolio. A lot of big succesful companies but they are still growing very fast. I want to get in $ASML if the price drops but I'm not rushed to buy as I own their customer $TSM"
X Link 2025-06-20T07:45Z [---] followers, [--] engagements
"@meeijer $AMD yes $OSCR yes $HIMS if the price drops a bit yes as well. I agree with $AAPL as they are still trading at a premium. The Perplexity AI deal could be a gamechanger for them though"
X Link 2025-06-20T23:48Z [---] followers, [---] engagements
"@Ashton_1nvests $ASML with one of the biggest moats there is"
X Link 2025-06-20T23:51Z [---] followers, [--] engagements
"This is why I built my $TSM position to one of my biggest ones in my portfolio. Demand from these big clients still keeps coming in and it's not going to slow down. $TSM expects 25% YoY sales growth for [----] compared to [----]. For the next [--] years management expects 20% CAGR for revenue (in USD). These are numbers from a growth company. $TSM revenue for [----] was $90B. If we apply a 20% revenue growth till [----] it gives us $269B revenue in [----]. At a 8x Price to Sales we're talking about a $2.15T market cap. This is a nearly 2x from today's market cap ($1.086T). Meanwhile $TSM is still only"
X Link 2025-06-21T09:29Z [---] followers, [----] engagements
"@TheEUInvestor ASML and AMD will be big winners in the future as well. And less geopolitical risks than TSMC. Great picks"
X Link 2025-06-21T16:41Z [---] followers, [--] engagements
"@amitisinvesting $GOOGL is in pole position to benefit from AI. The market hasn't realized it yet. Next to that they have plenty of opportunities. I explain more about it here: https://x.com/alexis04613/status/1935837621042794831t=U8_AUkxoQPJJMQE9Wh81PA&s=19 Google (Alphabet): the 'dying' business printing money. $GOOGL just became the company with the most net income ($111B) over the last twelve months surpassing $MSFT and $AAPL. Let's take a deeper dive into the business and its valuation. https://t.co/mAy3GY54Kh"
X Link 2025-06-21T18:15Z [---] followers, [---] engagements
"@Tech_Investor20 $NVDA is a cashflow machine. It is still growing very fast"
X Link 2025-06-21T18:16Z [---] followers, [--] engagements
"To be seen if they grow more than AMD and ASML but Trump wanting $TSM (a foreign company) to build new factories in the U.S. tells you everything you need to know. I'm holding $TSM for the long term as I expect them to have even better results once their fabs are fully operational. This will probably be after 2030"
X Link 2025-06-21T18:58Z [---] followers, [--] engagements
"@davey_juice @TheEUInvestor $TSM could be growing close to 80% over the next [--] years yes even though it's more on the high end. $TSM is still quite cheap for the growth they are projecting. It's such an amazing well-managed company. I believe there is still a lot of upside for $ASML and $AMD"
X Link 2025-06-21T19:51Z [---] followers, [---] engagements
"@MMoney642 [--] months. They will show [--] great quarters where it will become clear that the loss in Search's market share will be captured by the monetization of their AI models"
X Link 2025-06-21T20:21Z [---] followers, [---] engagements
"@Lakeviewfam01 Exactly. Both a and b. He is also [--] and hasn't really heard of SoFi. Once the experience is good the word-of-mouth (best kind of marketing) will help $SOFI to reach even more people. SoFi has such a large TAM. We're only getting started"
X Link 2025-06-22T00:51Z [---] followers, [---] engagements
"@meeijer Some PT will be difficult to achieve in the next [--] years. $ASML and $GOOGL PT seem achievable. I would be happy with a $HIMS share price of $400 but I don't see this happening"
X Link 2025-06-22T10:46Z [---] followers, [---] engagements
"Great take. If you believe in fintechs disrupting the incumbents you should own both $HOOD and $SOFI. I'm significantly more overweight on $SOFI as $HOOD's revenue is too much connected to crypto. $SOFI's growth is steady. The fundamentals are strong and we see where Noto is going with the company. Both are long term winners in my opinion"
X Link 2025-06-22T10:59Z [---] followers, [---] engagements
"Fully agreeing with you Their moat will be difficult to disrupt and it could take years to do so. Intel is losing the battle against $TSM. Demand will keep growing. TSMC expects a CAGR of mid-40s through [----] for their AI chips. Crazy numbers as these High-Performance Computing chips accounted for 59% of their Q1 [----] revenue"
X Link 2025-06-22T18:10Z [---] followers, [--] engagements
"The closing of the Strait of Hormuz by Iran could have major implications for the economy. This could result in rate HIKES instead of rate cuts as the US CPI inflation could rise to approximately 5%. Rate cuts would not be a matter of discussion anymore. In fact according to JP Morgan estimates a closure of the Strait of Hormuz could send oil prices to $120-$130/barrel. This would imply a spike in US CPI inflation to 5%. The last time we saw US inflation at 5% was in March [----] when the Fed was aggressively hiking rates. https://t.co/SwhsQZ1vzS In fact according to JP Morgan estimates a"
X Link 2025-06-22T18:40Z [---] followers, [---] engagements
"Staying awake till 5AM here in Europe to watch the NBA Finals. Have to wake up in [--] hours to go to work. Being an American sports fan is not the easiest job as a European. 😅 Hoping for a green market opening to boost my day tomorrow"
X Link 2025-06-23T03:22Z [---] followers, [---] engagements
"Top stocks to buy throughout [----] based on revenue growth and a P/S ratio. - $SOFI - $GOOG - $HIMS - $TSM - $LMND (Thread) Note: I expect all of the companies to hit these revenue numbers. I believe these companies are undervalued and should receive a higher multiple"
X Link 2025-06-23T08:37Z [---] followers, [---] engagements
"$SOFI [----] revenue: $2.6B [----] revenue: $3.3B (27% growth) [----] revenue: $4.0B (20% growth) [----] revenue: $4.8B (20% growth) Current P/S ratio: [--] Market cap in [----] with a 6x P/S: $29B. A 1.81x from the current market cap"
X Link 2025-06-23T08:37Z [---] followers, [---] engagements
"$GOOG $GOOGL [----] revenue: $350B [----] revenue: $387.6B (10% growth) [----] revenue: $428.7B (10% growth) [----] revenue: $476B (11% growth) Current P/S: 5.6x Market cap in [----] with the current P/S: $2.665T. A 1.31x return from today's market cap"
X Link 2025-06-23T08:37Z [---] followers, [--] engagements
"$NOVO ended the collaboration with $HIMS to stop selling Novo's Wegovy weight loss drug through the Hims' platform. $HIMS -16% in pre-market. Curious to know why $NOVO ended the partnership. They recently changed their CEO in May. The deal with $HIMS was made in april. This could be a change of strategy"
X Link 2025-06-23T12:06Z [---] followers, [----] engagements
"@MMoney642 They recently changed their CEO in May. Deal with $NOVO was made in April. The end of the collaboration with $HIMS could be a strategic move"
X Link 2025-06-23T12:12Z [---] followers, [----] engagements
"@TheLongInvest Buying opportunity if $HIMS drops under $50. Never one single boring week with $HIMS"
X Link 2025-06-23T12:37Z [---] followers, [----] engagements
"We got our reason: $NVO stops the collaboration with $HIMS "due to concerns about their illegal mass compounding and deceptive marketing". $HIMS down -24% $NVO down -7% $NOVO ended the collaboration with $HIMS to stop selling Novo's Wegovy weight loss drug through the Hims' platform. $HIMS -16% in pre-market. Curious to know why $NOVO ended the partnership. They recently changed their CEO in May. The deal with $HIMS was made in april. This https://t.co/mqMbuKwcLF $NOVO ended the collaboration with $HIMS to stop selling Novo's Wegovy weight loss drug through the Hims' platform. $HIMS -16% in"
X Link 2025-06-23T12:56Z [---] followers, [---] engagements
"It feels like $NVO didn't do their due diligence before the $HIMS partnership. I wouldn't call this very professional. Or was all of this planned"
X Link 2025-06-23T14:11Z [---] followers, [---] engagements
"@InvestInAssets Could have added $TSM as well"
X Link 2025-06-23T14:54Z [---] followers, [--] engagements
"Great response by Andrew. $NVO pressuring $HIMS to sell Wegovy is not really what I would call a collaboration. $NVO's management surely saw that their Wegovy sales weren't going up which is what they thought would happen with this 'partnership'. Useful to remember after this news: $HIMS is way more than just a GLP-1 company. We are disappointed to see Novo Nordisk management misleading the public. In recent weeks Novo Nordisks commercial team increasingly pressured us to control clinical standards and steer patients to Wegovy regardless of whether it was clinically best for patients. We"
X Link 2025-06-23T18:41Z [---] followers, [---] engagements
"@thexcapitalist I see the market share in some years being divided between $Uber Waymo $GOOG and $TSLA. Uber will still be a major player in the years to come"
X Link 2025-06-23T23:08Z [---] followers, [---] engagements
"BoA analyst Mihir Bhatia gave $SOFI a sell-rating with a PT of $13. Bhatia cites: " SoFis stock is currently trading at a rich valuation priced at more than three times its tangible book value which is a premium compared to other consumer finance companies. Although SoFi has shown impressive execution particularly in its financial services segment the lack of a catalyst for switching accounting methods and the susceptibility of earnings to economic downturns under fair value accounting contribute to the Sell rating." Fair value accounting tangible book value but "impressive execution". Here"
X Link 2025-06-24T15:11Z [---] followers, [----] engagements
"Crypto is coming soon to $SOFI. 📈 If you're wondering why this is bullish look at $HOOD's crypto revenue. JUST IN: Federal Reserve Chair Jerome Powell says "banks are free to conduct crypto activities." https://t.co/gCGvwdTh7l JUST IN: Federal Reserve Chair Jerome Powell says "banks are free to conduct crypto activities." https://t.co/gCGvwdTh7l"
X Link 2025-06-24T15:35Z [---] followers, [----] engagements
"Waymo rides are now live in Atlanta. Great deal for both $UBER and $GOOGL. The A is going Autonomous 🎉 Waymo rides are now live in Atlanta only on @Uber. Increase your chances of getting matched open the Uber app go to settings and toggle Waymo ride preferences on. https://t.co/uYNHPJxkUL The A is going Autonomous 🎉 Waymo rides are now live in Atlanta only on @Uber. Increase your chances of getting matched open the Uber app go to settings and toggle Waymo ride preferences on. https://t.co/uYNHPJxkUL"
X Link 2025-06-24T16:10Z [---] followers, [---] engagements
"A new downgrade for $SOFI. Analysts acknowledge the great execution but it's a sell-rating. (of course) BoA analyst Mihir Bhatia gave $SOFI a sell-rating with a PT of $13. Bhatia cites: " SoFis stock is currently trading at a rich valuation priced at more than three times its tangible book value which is a premium compared to other consumer finance companies. Although SoFi has https://t.co/8FQu2TrS2r BoA analyst Mihir Bhatia gave $SOFI a sell-rating with a PT of $13. Bhatia cites: " SoFis stock is currently trading at a rich valuation priced at more than three times its tangible book value"
X Link 2025-06-24T16:53Z [---] followers, [----] engagements
"@Ze1ooooo I own both $HOOD and $SOFI and I'm over +100% on my $HOOD position. But where did you guys see me mention $HOOD in this post When it comes to $SOFI start looking at the fundamentals instead of the stock price"
X Link 2025-06-24T20:59Z [---] followers, [---] engagements
"$SOFI being mentioned all over X means there is a reason behind it. Just like $PLTR $HOOD or $TSLA were mentioned before here the retail community is able to find discrepancies between the stock price and the fundamentals of a company. $HOOD stayed below $30 a long time while improving their results. I'm not saying $HOOD or $SOFI is better than one another. They are different in their approach but both are taking market share from the big banks. I'm not saying $SOFI will have a parabolic move like $HOOD but I know they will make more money tomorrow than today. Why Because I trust Anthony Noto"
X Link 2025-06-24T21:32Z [---] followers, [----] engagements
"@StockMarketNerd Indeed very transparent communication. That's how you build trust. I added some $LMND today"
X Link 2025-06-24T22:16Z [---] followers, [---] engagements
"@TheEUInvestor Yup looks like it. i think this is a great deal for both of them. $GOOGL and $UBER"
X Link 2025-06-24T23:15Z [---] followers, [--] engagements
"My view on the $HOOD vs $SOFI debate I see here. $HOOD stock surged while $SOFI is flat. So $SOFI is a bad company right Hmm. Or maybe not. People have to start looking at the fundamentals and the financials. Both are simply amazing. But the stock Flat. "So yes Alex it is a bad company. Just look at $HOOD." @Ze1ooooo $SOFI being mentioned all over X means there is a reason behind it. Just like $PLTR $HOOD or $TSLA were mentioned before here the retail community is able to find discrepancies between the stock price and the fundamentals of a company. $HOOD stayed below $30 a long time while"
X Link 2025-06-24T23:24Z [---] followers, [---] engagements
"@himshouse That's good news to hear. $HIMS"
X Link 2025-06-25T07:24Z [---] followers, [---] engagements
"@TheEUInvestor Indeed. $HOOD's Price to Sales is at a staggering 22x while $SOFI's sits at 6x. Relatively undervalued to its growth potential"
X Link 2025-06-25T07:45Z [---] followers, [--] engagements
"@TheEUInvestor Not a huge fan of crypto in general as well but as an investor I want $SOFI to offer everything and crypto could bring in some extra revenue for a relatively low cost"
X Link 2025-06-25T08:24Z [---] followers, [--] engagements
"@TacticzH Great take I'm not adding $HIMS as well as I want some clarity from $HIMS' side. I'm sure that they will disclose some information about the $NVO allegations very soon"
X Link 2025-06-25T09:27Z [---] followers, [---] engagements
"@MMMTwealth $TSLA dangerously overvalued on this metric"
X Link 2025-06-25T09:32Z [---] followers, [--] engagements
"$NVO blaming $HIMS for going to far on weight-loss advertising while doing the same. Next to that you put pressure on $HIMS to sell your Wegovy instead of acting in the patients' best interest. Seems like you have some internal problems to fix first $NVO. Your stock price is reflecting it. Down another -2% pre-market and -20% YTD. SPAIN PROBES $NVO OVER WEIGHT-LOSS DRUG ADS Novo Nordisk is under investigation by Spains Health Ministry for possible illegal promotion of its blockbuster drug Wegovy. Authorities say an online campaign linked to Novo may qualify as indirect advertising of a"
X Link 2025-06-25T10:59Z [---] followers, [---] engagements
"@Teslarati @heydave7 There will be some mistakes with Waymo $GOOGL and $TSLA FSD vehicles. They will learn from it. A launch like this can never be 100% spot on. You can't draw conclusions from videos like this about whether one is better than the other"
X Link 2025-06-25T19:42Z [---] followers, [---] engagements
"Pudgy Penguins NFT ETF what We reached the top now it may seem.😅 CBOE FILES 19B-4 FOR FIRST OF ITS KIND $PENGU AND PUDGY PENGUINS NFT ETF CBOE FILES 19B-4 FOR FIRST OF ITS KIND $PENGU AND PUDGY PENGUINS NFT ETF"
X Link 2025-06-25T21:31Z [---] followers, [---] engagements
"$GOOGL's Gemini is catching up very quickly. It's simply a result of a better model compared to previous versions. Bullish for $GOOG and the narrative around it. https://x.com/alexis04613/status/1935837646573437132t=7QUpCGxy2-qUv_MnaYn4Ag&s=19 YIPPIT JUST SHARED: $GOOGL GEMINI ADDED 13M USERS IN MAY -- OVER 2X CHATGPTS GROWTH https://t.co/mKNsEM1YQ5 https://x.com/alexis04613/status/1935837646573437132t=7QUpCGxy2-qUv_MnaYn4Ag&s=19 YIPPIT JUST SHARED: $GOOGL GEMINI ADDED 13M USERS IN MAY -- OVER 2X CHATGPTS GROWTH https://t.co/mKNsEM1YQ5"
X Link 2025-06-25T21:59Z [---] followers, [---] engagements
"$HIMS Get ready for some very volatile days/weeks with an increasing short interest. Every little piece of good/bad news could send it +/-20%. What I am watching for is a response from @AndrewDudum about $NVO's allegations"
X Link 2025-06-25T22:16Z [---] followers, [----] engagements
"@SoFi_Insider Bullish for players like $SOFI. Home loans should take off. LPB demand will increase as well. Very positive for $SOFI in general"
X Link 2025-06-26T07:04Z [---] followers, [---] engagements
"@Ashton_1nvests $GOOGL $LMND maybe some $HIMS if there is good news"
X Link 2025-06-26T07:51Z [---] followers, [---] engagements
"@TheLongInvest Not a big fan of TA but when the fundamentals are strong and the macro environment starts to be a tailwind + crypto back on the app and international money transfers powered through @GalileoFintech I would be happy to believe your take on it. $SOFI"
X Link 2025-06-26T11:52Z [---] followers, [----] engagements
"KBW analyst Tim Switzer with a masterclass of timing (stock is up 25% this month) to disclose his $SOFI sell-rating with a PT of $9. How to say you're shorting the stock without saying you're shorting the stock"
X Link 2025-06-26T14:32Z [---] followers, [---] engagements
"@himshouse Dudum could make the stock fly by adressing $NVO's (false ) allegations"
X Link 2025-06-26T16:05Z [---] followers, [----] engagements
"On the 11th of June I posted this tweet following a $SOFI upgrade from Stephens (PT $20). Guess what - Two days ago: sell-rating from Bank of America. (PT $13) - Today: sell-rating from KWB. (PT $9) This is what being a $SOFI shareholder since [----] does to you. Every time the stock runs a bit or buy-ratings come out KWB and Bank of America are quickly publishing a sell-rating while nothing has changed with the business (even though the story gets better and better). KBW BoA and others it's up to you now. We know you will publish a sell-rating very soon. KBW BoA and others it's up to you now."
X Link 2025-06-26T17:24Z [---] followers, [---] engagements
"@DataDInvesting We will see how things go with crypto. It's a big plus to be able to offer it again. I'm very excited for international money transfers as well. If they could take some revenue from a Wise for example that would be great. The future looks bright for $SOFI"
X Link 2025-06-26T17:36Z [---] followers, [---] engagements
"@DataDInvesting @arny_trezzi Changed jobs or got fired following his visionairy $LC $SOFI pair trade I would like to believe the latter. https://x.com/alexis04613/status/1931447901143642538t=CDItWu6y8BR1eujAHQ57qQ&s=19 As a matter of fact this trade could have cost him his job. He quit Wedbush [--] months ago to join Jefferies. https://t.co/D7f5f13GJA https://x.com/alexis04613/status/1931447901143642538t=CDItWu6y8BR1eujAHQ57qQ&s=19 As a matter of fact this trade could have cost him his job. He quit Wedbush [--] months ago to join Jefferies. https://t.co/D7f5f13GJA"
X Link 2025-06-26T17:48Z [----] followers, [---] engagements
"Another sell-rating for $SOFI. Investors are not listening to these 'analysts' anymore. +4% on the day The art of timing a sell-rating: presented to you by KWB's Tim Switzer. Tim Switzer put out [--] sell ratings on $SOFI this year alone: - 2nd of January : $SOFI' stock goes to $15 after a huge run in Q4 of [----]. Tim is not happy: $8 PT. Stock goes down -8% that day. - 27th of The art of timing a sell-rating: presented to you by KWB's Tim Switzer. Tim Switzer put out [--] sell ratings on $SOFI this year alone: - 2nd of January : $SOFI' stock goes to $15 after a huge run in Q4 of [----]. Tim is not"
X Link 2025-06-26T22:16Z [---] followers, [----] engagements
"That April dip felt like a gift from Heaven. Congrats to everyone who didn't panic at that time and bought as we are approaching new all-time highs"
X Link 2025-06-26T22:33Z [---] followers, [---] engagements
"@DividendDude_X $GOOGL and $UNH right now"
X Link 2025-06-27T07:02Z [---] followers, [----] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing