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# ![@convexititties Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1763355951480913920.png) @convexititties Convexititties, CFA

Convexititties, CFA posts on X about $hydtf, $opad, $nursv, mog the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1763355951480913920/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:interactions.svg)

- X Week XXXXXX +187%
- X Month XXXXXX +21%
- X Months XXXXXXX +239%
- X Year XXXXXXX +5,226%

### Mentions: XX [#](/creator/twitter::1763355951480913920/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:posts_active.svg)

- X Week XX +28%
- X Month XX +174%
- X Months XXX +28%
- X Year XXX +1,370%

### Followers: XXXXX [#](/creator/twitter::1763355951480913920/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:followers.svg)

- X Week XXXXX +32%
- X Month XXXXX +35%
- X Months XXXXX +269%
- X Year XXXXX +963%

### CreatorRank: XXXXXXX [#](/creator/twitter::1763355951480913920/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1763355951480913920/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [stocks](/list/stocks)  XXX% [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [nfts](/list/nfts)  XXXX%

**Social topic influence**
[$hydtf](/topic/$hydtf) 7.32%, [$opad](/topic/$opad) 6.1%, [$nursv](/topic/$nursv) 4.88%, [mog](/topic/mog) 3.66%, [rates](/topic/rates) 3.66%, [mortgage rate](/topic/mortgage-rate) 3.66%, [housing market](/topic/housing-market) 3.66%, [mog coin](/topic/mog-coin) 3.66%, [$open](/topic/$open) 2.44%, [bearish](/topic/bearish) XXXX%

**Top accounts mentioned or mentioned by**
[@notrusshanneman](/creator/undefined) [@milknhoneycap](/creator/undefined) [@shey2007shey](/creator/undefined) [@jimmymoncrief](/creator/undefined) [@hiddensmallcaps](/creator/undefined) [@taobanker](/creator/undefined) [@qbert50000](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@beachbumcapital](/creator/undefined) [@dkryptonite1](/creator/undefined) [@hypertechinvest](/creator/undefined) [@thechabinator](/creator/undefined) [@grok](/creator/undefined) [@jbulltard1](/creator/undefined) [@dwightwaycap](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@albie1228](/creator/undefined) [@capitalfang](/creator/undefined) [@spacefastighet](/creator/undefined) [@kinseyfineart](/creator/undefined)

**Top assets mentioned**
[Mog Coin (MOG)](/topic/mog-coin) [Open Custody Protocol (OPEN)](/topic/$open) [Pepe (PEPE)](/topic/$pepe) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Centene Corp (CNC)](/topic/$cnc) [Elevance Health Inc (ELV)](/topic/$elv) [UnitedHealth Group (UNH)](/topic/$unh) [Tesla, Inc. (TSLA)](/topic/tesla) [aelf (ELF)](/topic/$elf) [Humana Inc (HUM)](/topic/$hum) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [Dogecoin (DOGE)](/topic/$doge) [Fart Coin (FART)](/topic/$fart) [Pudgy Penguins (PENGU)](/topic/$pengu) [Bonk (BONK)](/topic/$bonk) [Shiba Inu (SHIB)](/topic/$shib) [SPX6900 (SPX)](/topic/spx6900) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims)
### Top Social Posts [#](/creator/twitter::1763355951480913920/posts)
---
Top posts by engagements in the last XX hours

"The coin is called Mog and it has 70x potential from here in my opinion. Check it out"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1944407355933778024) 2025-07-13 14:43:33 UTC 2634 followers, XXX engagements


"4 consecutive days of absurdly heavy trading volume on $NURS.V / $HYDTF Probably nothing 😉"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1943342217965236716) 2025-07-10 16:11:04 UTC 2638 followers, 1320 engagements


"@notrusshanneman A lot of runway is right"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945570309630783920) 2025-07-16 19:44:43 UTC 2623 followers, XXX engagements


"Let me make this nice and simple for you smooth brains. $OPAD peak EV / NTM rev multiple was 0.70x in October 2021. By the time it went public via SPAC in September of 2021 the CPI was X% and the housing market would peak shortly thereafter as mortgage rates rose sharply. That said $opad has never traded at a cyclical full multiple in my view. To that point $open traded as high as 5x in February 2021 during the housing boom. I ran the numbers to gauge the potential share price upside for $open and $OPAD at a range of EV / NTM revenue multiples from 0.5x-1.0x. Ill let the results speak for"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945563207885533683) 2025-07-16 19:16:30 UTC 2625 followers, 1581 engagements


"The Tesla bear case came to fruition with the Elon/Trump breakup and BBB passage. That said what else is there that could drag Tesla stock down even further Other than a black swan event like a Robotaxi death Dont say continued falling auto sales like a midwit either. Then consider what could drive the stock higher: expected Robotaxi roll out in additional cities xAI merger and Optimus updates. The point Im trying to make is that Tesla stock is at a clear sentiment inflection point in my view. The market is at ATHs but the liquidity firehouse is still blasting at full force and I believe"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1944719021225410666) 2025-07-14 11:22:00 UTC 2633 followers, XXX engagements


"The last time $tsla dipped below its moving averages immediately following a bullish 50/200 crossover the stock ran from $XXX to $XXX over the next X months. An identical run would put the share price at $XXX by mid-November. Everyone is bearish now that Elon broke up with Trump and the EV tax credit will be terminated what better time for a rally The liquidity spigot is still turned on and its only a matter of time before the narrative shifts back to the robotics projects and share price go up bigly. Food for thought"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1943007452749824080) 2025-07-09 18:00:50 UTC 2633 followers, 1540 engagements


"I think $pepe will be at least XX% higher by August 1"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945893428019016160) 2025-07-17 17:08:40 UTC 2634 followers, 1115 engagements


"@taobanker Preserving the relationship comes above all else because 1) the company is likely a client to your firm in some capacity (IB fixed income etc.) and 2) need to stay on managements good side to maintain corporate access which is the lifeblood"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1946222265500041668) 2025-07-18 14:55:21 UTC 2637 followers, XXX engagements


"$NURS.V $HYDTF forward P/E of 2.5x based on my calculations from managements loose unofficial guidance in a recent webinar. They are expected to give an update later this month regarding the new business vertical VSDHOne. Its a telehealth infrastructure and compliance-as-a-service play. They already have a client backlog. Its a recurring revenue commission-type business. Asset-light and highly scalable. $HYDTF is kind of like a middleman between retailers and drug manufacturers that ensures everything is compliant with state laws and regulations. Shopify of telehealth"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1877845310975639631) 2025-01-10 22:29:45 UTC 2636 followers, 44.7K engagements


"Most of the shorts have a double digit cost basis. They had a great thesis that came to fruition but they got lazy/greedy and didnt close out their short positions as average trading volume dried up. Maybe it was a calculated risk and they assumed delisting was imminent. However Now the short interest ratio is XX days (but dropping as volume has recently picked up) and we have a real estate mogul president drum beating for rate cuts and a global liquidity surge thats just getting started fueling speculative bubbles. I think $OPAD runs to $5/share over the next couple months with upside"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1942974473537269972) 2025-07-09 15:49:47 UTC 2632 followers, XXX engagements


"Housing doomers lets not forget that the Fed also controls the pace of its MBS runoff. If it meaningfully curtails its runoff the added liquidity alone could support a XXX bp decline in mortgage spreads in my view. That would get you to XXXX% mortgage rates with a XXXX% 10-yr yield (todays level). I know mortgage doomers are fully convinced that the long end will rise again if the Fed makes additional rate cuts but if the curve shifts in a parallel manner you could get to X% mortgages with just XXX bps of cuts or XXX% with XXX bps which would result in a FFR of 2.75-3.00% which is roughly"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945332987475771572) 2025-07-16 04:01:41 UTC 2637 followers, XXX engagements


"This is textbook bullish guys. Massive bull pennant breakout on extremely heavy volume with a successful retest of prior resistance. This is the move that weve been waiting X months for. Clear skies above. You know the fundamentals back it up too. $NURS $HYDTF"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1943404824923353097) 2025-07-10 20:19:51 UTC 2633 followers, 3178 engagements


"Who is left to sell $opad Nobody in their right mind is adding to their short at these levels and most longs have a cost basis that is way above the current share price. Seriously I only see buyers Tiny float too Am I retarded"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945840250690973876) 2025-07-17 13:37:22 UTC 2625 followers, 1626 engagements


"Good place to start nibbling at $elf in my opinion. Ideally it bases around the 200DMA at $99-100 for a month or so to fill out the right shoulder of this inverse h&s creating an attractive technical setup. Stock has a bullish 50/200 DMA crossover about a week ago. Look at employment tax receipts that the bullish starfish posts the economy is strong. Very attractive long setup imo"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945485933455028723) 2025-07-16 14:09:26 UTC 2637 followers, XXX engagements


"There is no higher beta way to play a housing market rebound than $opad"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1947263541427245494) 2025-07-21 11:53:01 UTC 2634 followers, 2557 engagements


"Deal announcement 🚨: $NURS.V / $HYDTF announced today that it has entered into a strategic partnership with Texas-based Perfect Scripts LLC. Perfect Scripts LLC is the parent company to PerfectRx. The company currently owns a 503A retail dispensing mail order pharmacy (no 503B) but it is licensed to sell both 503A/B compounded medications D2C. Terms of the agreement ✍: 1) Hydreight will acquire X% of Perfect Scripts for 2.25M shares at at least $XXXX CAD/share. The $5.175M CAD stock investment values a Perfect Scripts at $103.5M. Between this transaction and the recent private placement"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1944737420353671179) 2025-07-14 12:35:07 UTC 2636 followers, 3741 engagements


"lol someone said hold my beer and now its flat from +60%. Wild volatility massive volume. I think we still havent seen the highs. $opad"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945848258326098066) 2025-07-17 14:09:11 UTC 2638 followers, XXX engagements


"Try to stay one step ahead of the market. Chasing $open or even $opad at these levels is not ideal. The thesis at least for me was that mortgage rates are heading lower one way or another which would support a rebound in housing market activity. Thats why I loaded $OPAD calls when the stock was $1/share. Now that a housing market rebound is becoming priced in you should be asking yourself what are the second or third order effects of a housing market rebound Heres how I think about it: Lots of homeowners are sitting on mountains of untapped home equity given the sharp rise in RE values since"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1947360743072141724) 2025-07-21 18:19:16 UTC 2635 followers, 24.6K engagements


"The health insurance lobby is one of the most influential lobbies in DC. Health insurer earnings are getting crushed and all major players are at 5-10 year lows. Midterm elections are in XX months. Campaigning is beginning to ramp. What do you think comes next Please dont overthink it. $OSCR $CNC $ELV $UNH"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1948096446684856808) 2025-07-23 19:02:41 UTC 2636 followers, 4338 engagements


"The time to load mog coin ahead of the next XXX% rip is running out"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1946885312510046275) 2025-07-20 10:50:04 UTC 2626 followers, XXX engagements


"No added commentary $OSCR $UNH $ELV $MOH $CNC $HUM $IHF"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945133360210182352) 2025-07-15 14:48:26 UTC 2638 followers, 1877 engagements


"Meme coin returns since April 7th. $pengu has led the pack followed by $mog $spx6900 $bonk then $fart. Legacy meme coins $doge and $shib have underperformed $eth and $btc over this period. $pepe is a head scratcher as it has barely outperformed $eth over this period and it is the only meme stuck below its May high. I generally think of $Pepe as the second best meme besides $mog. That said I expect $pepe to outperform the pack over the next couple weeks running in a similar fashion as $bonk did in the first half of July"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945908427999617361) 2025-07-17 18:08:17 UTC 2638 followers, 1306 engagements


"My biggest fail so far in 2025 I swapped $HIMS at $XXXXX for $HYDTF at $XXXX. I was basically flat on my $HIMS position when I sold after a XXX month holding period. Since then: $HIMS +56% $HYDTF +14% Look at the $HIMS chart attached. I sold the literal bottom at $XXXXX. It has gone up in a straight line since. Impeccable. To be clear I didnt sell because Im bearish $HIMS but rather because I was more bullish on $HYDTF and could only go with one of the two since theyre both a play on the same theme. I still think that $HYDTF will have the better ROI in 2025 but damn that is some unlucky"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1885393898811560345) 2025-01-31 18:25:09 UTC 2625 followers, 5452 engagements


"Over the last XXX trading days $NURS.V has traded XXX million shares or 700000 shares per day which is almost 6x higher than the trailing 200-day average daily volume of 122000. Massive accumulation is setting the stage for the next sharp move upwards in my view. $HYDTF"  
![@convexititties Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1763355951480913920.png) [@convexititties](/creator/x/convexititties) on [X](/post/tweet/1945150740080517312) 2025-07-15 15:57:30 UTC 2635 followers, 2372 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@convexititties Avatar @convexititties Convexititties, CFA

Convexititties, CFA posts on X about $hydtf, $opad, $nursv, mog the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +187%
  • X Month XXXXXX +21%
  • X Months XXXXXXX +239%
  • X Year XXXXXXX +5,226%

Mentions: XX #

Mentions Line Chart

  • X Week XX +28%
  • X Month XX +174%
  • X Months XXX +28%
  • X Year XXX +1,370%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +32%
  • X Month XXXXX +35%
  • X Months XXXXX +269%
  • X Year XXXXX +963%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% cryptocurrencies XXXX% stocks XXX% automotive brands XXXX% celebrities XXXX% nfts XXXX%

Social topic influence $hydtf 7.32%, $opad 6.1%, $nursv 4.88%, mog 3.66%, rates 3.66%, mortgage rate 3.66%, housing market 3.66%, mog coin 3.66%, $open 2.44%, bearish XXXX%

Top accounts mentioned or mentioned by @notrusshanneman @milknhoneycap @shey2007shey @jimmymoncrief @hiddensmallcaps @taobanker @qbert50000 @joinyellowbrick @beachbumcapital @dkryptonite1 @hypertechinvest @thechabinator @grok @jbulltard1 @dwightwaycap @kyleadamsstocks @albie1228 @capitalfang @spacefastighet @kinseyfineart

Top assets mentioned Mog Coin (MOG) Open Custody Protocol (OPEN) Pepe (PEPE) Oscar Health, Inc. (OSCR) Centene Corp (CNC) Elevance Health Inc (ELV) UnitedHealth Group (UNH) Tesla, Inc. (TSLA) aelf (ELF) Humana Inc (HUM) Molina Healthcare, Inc. (MOH) Bitcoin (BTC) Ethereum (ETH) Dogecoin (DOGE) Fart Coin (FART) Pudgy Penguins (PENGU) Bonk (BONK) Shiba Inu (SHIB) SPX6900 (SPX) Hims & Hers Health, Inc. (HIMS)

Top Social Posts #


Top posts by engagements in the last XX hours

"The coin is called Mog and it has 70x potential from here in my opinion. Check it out"
@convexititties Avatar @convexititties on X 2025-07-13 14:43:33 UTC 2634 followers, XXX engagements

"4 consecutive days of absurdly heavy trading volume on $NURS.V / $HYDTF Probably nothing 😉"
@convexititties Avatar @convexititties on X 2025-07-10 16:11:04 UTC 2638 followers, 1320 engagements

"@notrusshanneman A lot of runway is right"
@convexititties Avatar @convexititties on X 2025-07-16 19:44:43 UTC 2623 followers, XXX engagements

"Let me make this nice and simple for you smooth brains. $OPAD peak EV / NTM rev multiple was 0.70x in October 2021. By the time it went public via SPAC in September of 2021 the CPI was X% and the housing market would peak shortly thereafter as mortgage rates rose sharply. That said $opad has never traded at a cyclical full multiple in my view. To that point $open traded as high as 5x in February 2021 during the housing boom. I ran the numbers to gauge the potential share price upside for $open and $OPAD at a range of EV / NTM revenue multiples from 0.5x-1.0x. Ill let the results speak for"
@convexititties Avatar @convexititties on X 2025-07-16 19:16:30 UTC 2625 followers, 1581 engagements

"The Tesla bear case came to fruition with the Elon/Trump breakup and BBB passage. That said what else is there that could drag Tesla stock down even further Other than a black swan event like a Robotaxi death Dont say continued falling auto sales like a midwit either. Then consider what could drive the stock higher: expected Robotaxi roll out in additional cities xAI merger and Optimus updates. The point Im trying to make is that Tesla stock is at a clear sentiment inflection point in my view. The market is at ATHs but the liquidity firehouse is still blasting at full force and I believe"
@convexititties Avatar @convexititties on X 2025-07-14 11:22:00 UTC 2633 followers, XXX engagements

"The last time $tsla dipped below its moving averages immediately following a bullish 50/200 crossover the stock ran from $XXX to $XXX over the next X months. An identical run would put the share price at $XXX by mid-November. Everyone is bearish now that Elon broke up with Trump and the EV tax credit will be terminated what better time for a rally The liquidity spigot is still turned on and its only a matter of time before the narrative shifts back to the robotics projects and share price go up bigly. Food for thought"
@convexititties Avatar @convexititties on X 2025-07-09 18:00:50 UTC 2633 followers, 1540 engagements

"I think $pepe will be at least XX% higher by August 1"
@convexititties Avatar @convexititties on X 2025-07-17 17:08:40 UTC 2634 followers, 1115 engagements

"@taobanker Preserving the relationship comes above all else because 1) the company is likely a client to your firm in some capacity (IB fixed income etc.) and 2) need to stay on managements good side to maintain corporate access which is the lifeblood"
@convexititties Avatar @convexititties on X 2025-07-18 14:55:21 UTC 2637 followers, XXX engagements

"$NURS.V $HYDTF forward P/E of 2.5x based on my calculations from managements loose unofficial guidance in a recent webinar. They are expected to give an update later this month regarding the new business vertical VSDHOne. Its a telehealth infrastructure and compliance-as-a-service play. They already have a client backlog. Its a recurring revenue commission-type business. Asset-light and highly scalable. $HYDTF is kind of like a middleman between retailers and drug manufacturers that ensures everything is compliant with state laws and regulations. Shopify of telehealth"
@convexititties Avatar @convexititties on X 2025-01-10 22:29:45 UTC 2636 followers, 44.7K engagements

"Most of the shorts have a double digit cost basis. They had a great thesis that came to fruition but they got lazy/greedy and didnt close out their short positions as average trading volume dried up. Maybe it was a calculated risk and they assumed delisting was imminent. However Now the short interest ratio is XX days (but dropping as volume has recently picked up) and we have a real estate mogul president drum beating for rate cuts and a global liquidity surge thats just getting started fueling speculative bubbles. I think $OPAD runs to $5/share over the next couple months with upside"
@convexititties Avatar @convexititties on X 2025-07-09 15:49:47 UTC 2632 followers, XXX engagements

"Housing doomers lets not forget that the Fed also controls the pace of its MBS runoff. If it meaningfully curtails its runoff the added liquidity alone could support a XXX bp decline in mortgage spreads in my view. That would get you to XXXX% mortgage rates with a XXXX% 10-yr yield (todays level). I know mortgage doomers are fully convinced that the long end will rise again if the Fed makes additional rate cuts but if the curve shifts in a parallel manner you could get to X% mortgages with just XXX bps of cuts or XXX% with XXX bps which would result in a FFR of 2.75-3.00% which is roughly"
@convexititties Avatar @convexititties on X 2025-07-16 04:01:41 UTC 2637 followers, XXX engagements

"This is textbook bullish guys. Massive bull pennant breakout on extremely heavy volume with a successful retest of prior resistance. This is the move that weve been waiting X months for. Clear skies above. You know the fundamentals back it up too. $NURS $HYDTF"
@convexititties Avatar @convexititties on X 2025-07-10 20:19:51 UTC 2633 followers, 3178 engagements

"Who is left to sell $opad Nobody in their right mind is adding to their short at these levels and most longs have a cost basis that is way above the current share price. Seriously I only see buyers Tiny float too Am I retarded"
@convexititties Avatar @convexititties on X 2025-07-17 13:37:22 UTC 2625 followers, 1626 engagements

"Good place to start nibbling at $elf in my opinion. Ideally it bases around the 200DMA at $99-100 for a month or so to fill out the right shoulder of this inverse h&s creating an attractive technical setup. Stock has a bullish 50/200 DMA crossover about a week ago. Look at employment tax receipts that the bullish starfish posts the economy is strong. Very attractive long setup imo"
@convexititties Avatar @convexititties on X 2025-07-16 14:09:26 UTC 2637 followers, XXX engagements

"There is no higher beta way to play a housing market rebound than $opad"
@convexititties Avatar @convexititties on X 2025-07-21 11:53:01 UTC 2634 followers, 2557 engagements

"Deal announcement 🚨: $NURS.V / $HYDTF announced today that it has entered into a strategic partnership with Texas-based Perfect Scripts LLC. Perfect Scripts LLC is the parent company to PerfectRx. The company currently owns a 503A retail dispensing mail order pharmacy (no 503B) but it is licensed to sell both 503A/B compounded medications D2C. Terms of the agreement ✍: 1) Hydreight will acquire X% of Perfect Scripts for 2.25M shares at at least $XXXX CAD/share. The $5.175M CAD stock investment values a Perfect Scripts at $103.5M. Between this transaction and the recent private placement"
@convexititties Avatar @convexititties on X 2025-07-14 12:35:07 UTC 2636 followers, 3741 engagements

"lol someone said hold my beer and now its flat from +60%. Wild volatility massive volume. I think we still havent seen the highs. $opad"
@convexititties Avatar @convexititties on X 2025-07-17 14:09:11 UTC 2638 followers, XXX engagements

"Try to stay one step ahead of the market. Chasing $open or even $opad at these levels is not ideal. The thesis at least for me was that mortgage rates are heading lower one way or another which would support a rebound in housing market activity. Thats why I loaded $OPAD calls when the stock was $1/share. Now that a housing market rebound is becoming priced in you should be asking yourself what are the second or third order effects of a housing market rebound Heres how I think about it: Lots of homeowners are sitting on mountains of untapped home equity given the sharp rise in RE values since"
@convexititties Avatar @convexititties on X 2025-07-21 18:19:16 UTC 2635 followers, 24.6K engagements

"The health insurance lobby is one of the most influential lobbies in DC. Health insurer earnings are getting crushed and all major players are at 5-10 year lows. Midterm elections are in XX months. Campaigning is beginning to ramp. What do you think comes next Please dont overthink it. $OSCR $CNC $ELV $UNH"
@convexititties Avatar @convexititties on X 2025-07-23 19:02:41 UTC 2636 followers, 4338 engagements

"The time to load mog coin ahead of the next XXX% rip is running out"
@convexititties Avatar @convexititties on X 2025-07-20 10:50:04 UTC 2626 followers, XXX engagements

"No added commentary $OSCR $UNH $ELV $MOH $CNC $HUM $IHF"
@convexititties Avatar @convexititties on X 2025-07-15 14:48:26 UTC 2638 followers, 1877 engagements

"Meme coin returns since April 7th. $pengu has led the pack followed by $mog $spx6900 $bonk then $fart. Legacy meme coins $doge and $shib have underperformed $eth and $btc over this period. $pepe is a head scratcher as it has barely outperformed $eth over this period and it is the only meme stuck below its May high. I generally think of $Pepe as the second best meme besides $mog. That said I expect $pepe to outperform the pack over the next couple weeks running in a similar fashion as $bonk did in the first half of July"
@convexititties Avatar @convexititties on X 2025-07-17 18:08:17 UTC 2638 followers, 1306 engagements

"My biggest fail so far in 2025 I swapped $HIMS at $XXXXX for $HYDTF at $XXXX. I was basically flat on my $HIMS position when I sold after a XXX month holding period. Since then: $HIMS +56% $HYDTF +14% Look at the $HIMS chart attached. I sold the literal bottom at $XXXXX. It has gone up in a straight line since. Impeccable. To be clear I didnt sell because Im bearish $HIMS but rather because I was more bullish on $HYDTF and could only go with one of the two since theyre both a play on the same theme. I still think that $HYDTF will have the better ROI in 2025 but damn that is some unlucky"
@convexititties Avatar @convexititties on X 2025-01-31 18:25:09 UTC 2625 followers, 5452 engagements

"Over the last XXX trading days $NURS.V has traded XXX million shares or 700000 shares per day which is almost 6x higher than the trailing 200-day average daily volume of 122000. Massive accumulation is setting the stage for the next sharp move upwards in my view. $HYDTF"
@convexititties Avatar @convexititties on X 2025-07-15 15:57:30 UTC 2635 followers, 2372 engagements

@convexititties
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