#  @DeadOil3000 DeadOil3000
DeadOil3000 posts on X about $haypp, $tem, $tpb, strong the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::1179866037325631497/interactions)
### Mentions: [--] [#](/creator/twitter::1179866037325631497/posts_active)
### Followers: [---] [#](/creator/twitter::1179866037325631497/followers)
### CreatorRank: [---------] [#](/creator/twitter::1179866037325631497/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [cryptocurrencies](/list/cryptocurrencies) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks)
**Social topic influence**
[$haypp](/topic/$haypp) #6, [$tem](/topic/$tem), [$tpb](/topic/$tpb), [strong](/topic/strong), [ai](/topic/ai), [$nbis](/topic/$nbis), [revenue](/topic/revenue), [business](/topic/business), [stocks](/topic/stocks), [bullish](/topic/bullish)
**Top accounts mentioned or mentioned by**
[@blirikp](/creator/undefined) [@mvcinvesting](/creator/undefined) [@hcapinvesting](/creator/undefined) [@pedrolamento](/creator/undefined) [@govikings69](/creator/undefined) [@lycheeven](/creator/undefined) [@deadoil3000](/creator/undefined) [@tickerplus](/creator/undefined) [@hayppgroup](/creator/undefined) [@raoulgmi](/creator/undefined) [@realvision](/creator/undefined) [@wusatiuk](/creator/undefined) [@obscurvaluation](/creator/undefined) [@valuehurts](/creator/undefined) [@madscapital](/creator/undefined) [@seanybop5](/creator/undefined) [@divergent7651](/creator/undefined) [@lasse108](/creator/undefined) [@kostaspanagias](/creator/undefined) [@dividendology](/creator/undefined)
**Top assets mentioned**
[Tempus AI, Inc. (TEM)](/topic/$tem) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [British American Tobacco (BTI)](/topic/$bti) [Philip Morris International Inc. (PM)](/topic/$pm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Velo (VELO)](/topic/velo) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours
"(2) Q3 speculation: -Stockmann better than expected results based on web-traffic especially during "hullut pivt". -Lindex strong performance around august. Could be a very strong quarter"
[X Link](https://x.com/DeadOil3000/status/1717242802910707727) 2023-10-25T18:12Z [--] followers, [--] engagements
"(3): -What will replace the LVMH store -Has the value of the stock dropped only because otherwise weak market (buying opportunity before earnings) [------] Capital markets day"
[X Link](https://x.com/DeadOil3000/status/1717242805066620958) 2023-10-25T18:12Z [--] followers, [--] engagements
"(4): Short term trading stock before capital markets day could be an interesting strategy. The current share price of [---] Eur seems very oversold from the [--] top after the possible name change announcement"
[X Link](https://x.com/DeadOil3000/status/1717242807197352411) 2023-10-25T18:12Z [--] followers, [--] engagements
"$STOCKA Stockmann up 70% after this tweet. Time for a more precise valuation range. Lindex valuation range year -2026: (1) [---] million - [----] million (2) (3) target price"
[X Link](https://x.com/DeadOil3000/status/1738883665856274697) 2023-12-24T11:25Z [--] followers, [--] engagements
"(1) if Stockmann is not able to divest the b&m division in two years the current stock price [----] Eur seems right"
[X Link](https://x.com/DeadOil3000/status/1738883667840147868) 2023-12-24T11:25Z [--] followers, [--] engagements
"(3) My current price target for the stock is a weighted average of the different scenarios. No divestment or improvement in lindex performance 50% weight: [---] million. Stockmann b&m is divested but lindex remains the same 45% weight: [---] million"
[X Link](https://x.com/DeadOil3000/status/1738883674660114877) 2023-12-24T11:25Z [--] followers, [--] engagements
"(3.1) Stockmann b&m is divested and lindex improves 5% weight: [----] Million Average price: [---] Million [---] Eur per share by year 2026"
[X Link](https://x.com/DeadOil3000/status/1738883676266492133) 2023-12-24T11:25Z [--] followers, [--] engagements
"$STOCKA ticker and group name changes to $LINDEX. One step closer to unlocking the value of Lindex: [---] million euro - [---] million euro current market cap [---] million euro. [--] % - [----] % upside"
[X Link](https://x.com/emilhartela/status/1771109002811732419) 2024-03-22T09:37Z [---] followers, [---] engagements
"$STOCKA $LINDEX As the Lindex Group's restructuring nears completion it's time to think about maximizing shareholder value. My suggestion Sell the omni-channel warehouse & lease it back unlocking significant capital. With this cash + 2024's earnings Lindex could potentially buy back up to 1/3 of its outstanding shares. Yet there's a hurdle: current owners might lean towards safe regular dividends seeing them as less risky than a bold share buyback. Convincing them to forgo the "boring" dividends for a potentially higher value strategy will be challenging"
[X Link](https://x.com/emilhartela/status/1771165650976637007) 2024-03-22T13:22Z [---] followers, [----] engagements
"(6) Financially Lovesac is in a strong position with no significant debt and substantial cash reserves of $87 million. The price-to-sales ratio stands at approximately [----]. If the company were to reduce compensation and selling expenses the EV/FCF could potentially tighten to closer to three indicating a cheaper valuation. However prioritizing cost-cutting over growth may not necessarily be the optimal strategy highlighting the companys affordable valuation in its current growth-focused approach"
[X Link](https://x.com/DeadOil3000/status/1781266797913592153) 2024-04-19T10:21Z [--] followers, [--] engagements
"(7) Lovesac has been actively expanding opening new showrooms and increasing its staff count. Given the aggressive growth strategy a major concern is the potential impact of an economic recession. A key question remains: When will consumer confidence rebound significantly Could we see a resurgence by 2027"
[X Link](https://x.com/DeadOil3000/status/1781266799788535844) 2024-04-19T10:21Z [--] followers, [--] engagements
"5/ Haypp Group is well-managed with leadership experience from major tobacco companies. The former CEO of British American Tobacco brings valuable industry insights and expertise to the team"
[X Link](https://x.com/DeadOil3000/status/1818202586828144821) 2024-07-30T08:30Z [--] followers, [--] engagements
"6/ The nicotine pouch sector is naturally suited for online sales offering lower costs and easier customer acquisition. Haypp Group leverages this advantage enhancing their market reach and efficiency"
[X Link](https://x.com/DeadOil3000/status/1818202588816232792) 2024-07-30T08:30Z [--] followers, [---] engagements
"9/ In summary Haypp Group stands out in the nicotine pouch market due to its focused strategy experienced management and alignment with consumer trends. While there are risks the growth potential is significant"
[X Link](https://x.com/DeadOil3000/status/1818202594902208781) 2024-07-30T08:30Z [---] followers, [---] engagements
"1/9 This Friday Haypp released its Q2 [----] results which exceeded expectations across the board. Let's delve into the numbers and explore why this company may be significantly undervalued"
[X Link](https://x.com/E_H_acc/status/1822224374692249888) 2024-08-10T10:52Z [---] followers, [----] engagements
"2/9 In Q2 [----] Haypp reported a 23% increase in net sales reaching SEK [-----] million. The nicotine pouch category grew by 43% adding [------] new active customers now totaling [------]. Profitability in growth markets turned positive for the first time(haypp-group-q2-2024-en)"
[X Link](https://x.com/E_H_acc/status/1822224377020084436) 2024-08-10T10:52Z [---] followers, [---] engagements
"6/9 Few companies have the potential to multiply their market cap 20-30x within six years. Haypps unique combination of rapid growth strong market positioning and operational efficiency positions it as a standout in today's market"
[X Link](https://x.com/DeadOil3000/status/1822224386650193971) 2024-08-10T10:52Z [---] followers, [---] engagements
"7/9 There is also the possibility of acquisition along the way which could drive short-term price appreciation. Haypps market dominance and robust growth make it an attractive acquisition target for larger industry players"
[X Link](https://x.com/DeadOil3000/status/1822224388739002709) 2024-08-10T10:52Z [---] followers, [----] engagements
"Sam Altman CEO of OpenAI says 'Its better to capture a big part of a small market than a small part of a big market.' When people desperately need what you offer this approach works wonders. This perfectly describes @HayppGroup - 85% of the nicotine pouch market a small part of the massive nicotine and tobacco industry. $HAYPP https://youtube.com/shorts/4ZJXrjYtm2Ysi=s3sxa-bcmja6EMdu https://youtube.com/shorts/4ZJXrjYtm2Ysi=s3sxa-bcmja6EMdu"
[X Link](https://x.com/DeadOil3000/status/1823068331945177582) 2024-08-12T18:45Z [---] followers, [----] engagements
"Oslo struggles to solve mystery of Norwegian krones decline @RaoulGMI @RealVision have a take on this https://on.ft.com/473BXYl https://on.ft.com/473BXYl"
[X Link](https://x.com/E_H_acc/status/1824341268371013715) 2024-08-16T07:03Z [---] followers, [----] engagements
"$Lindex Group's stock dropped from [---] to [---] but we're nearing an end to the restructuring process. The potential sale of the zombie division Stockmann could drive multiple expansion. Dividends might also be on the horizon"
[X Link](https://x.com/emilhartela/status/1825790307725688919) 2024-08-20T07:01Z [---] followers, [----] engagements
"@wusatiuk Similar web via tickertrends"
[X Link](https://x.com/emilhartela/status/1831053526094794930) 2024-09-03T19:35Z [---] followers, [---] engagements
"The Licensing Unit of the City of Stockholm proposes to revoke the Swedish sales permit for traditional snus The Licensing Unit within the Social Welfare Department of the City of Stockholm (the Licensing Unit) has drafted a proposal ahead of the Licensing Committee's meeting on September [--] [----]. The proposal sets out that Snusbolaget Norden's sales permit for tobacco products on the Swedish market be revoked. While snus in Sweden is not strategically important for the Group at approximately 20% percent of Haypp Group's total net sales during the second quarter of [----] and declining our"
[X Link](https://x.com/DeadOil3000/status/1831063845370278004) 2024-09-03T20:16Z [---] followers, [---] engagements
"It seems this action is specifically focused on Haypp's subsidiary Snusbolaget. However it reflects Sweden's overall stance on snus which could accelerate the shift towards nicotine pouches. Additionally Snusbolaget holds a significant market share in online snus sales in Sweden. Ill look into it further to see if theres an official letter"
[X Link](https://x.com/DeadOil3000/status/1831070874725679267) 2024-09-03T20:44Z [---] followers, [---] engagements
"The data for the UK is quite tricky because the websites serving the UK also operate in Sweden and the DACH region making it difficult to isolate UK-specific data. Unfortunately I can't provide a chart just for the UK. However I would estimate that the growth in the UK is likely higher than the 58% YTD growth of http://Haypp.com http://Haypp.com"
[X Link](https://x.com/DeadOil3000/status/1831072790566301725) 2024-09-03T20:52Z [---] followers, [---] engagements
"@PedroLamento @ObscurValuation @valuehurts Absolutely nicotine pouches should never be given to children. The key point here is understanding the relative harm compared to other substances we consume. If nicotine pouches can reduce the harm compared to smoking they could potentially save lives"
[X Link](https://x.com/DeadOil3000/status/1831405919693107417) 2024-09-04T18:56Z [---] followers, [---] engagements
"@PedroLamento @MadsCapital Agreed hopefully this happens via a buyout and not by competition"
[X Link](https://x.com/DeadOil3000/status/1831408974522151109) 2024-09-04T19:08Z [---] followers, [---] engagements
"@blirikp I got the graph from tickertrends. They get their data from similarweb. You should be able to find something similar to the one from tickertrends on similarwebs own page"
[X Link](https://x.com/emilhartela/status/1835303236405784658) 2024-09-15T13:02Z [---] followers, [--] engagements
"@blirikp however the packages that give you access to +6 month historical data is really expensive on similarweb. Tickertrends is way cheaper"
[X Link](https://x.com/emilhartela/status/1835305301697765775) 2024-09-15T13:10Z [---] followers, [--] engagements
"@blirikp That does seem odd August was weak traffic wise but not the worst month ytd. Highly recommend its like [--] usd a month: a fraction of similarweb. http://tickertrends.io http://tickertrends.io"
[X Link](https://x.com/emilhartela/status/1835309583088169152) 2024-09-15T13:27Z [---] followers, [--] engagements
"Since its IPO $HAYPP Groups return has been only 27% despite having doubled its revenue and improved profitability. The adoption of nicotine pouches has also been faster than expected. The current valuation looks quite attractive and if we see a small correction in the market that pushes the price down further the stock could become even more compelling"
[X Link](https://x.com/DeadOil3000/status/1835629042919207122) 2024-09-16T10:37Z [---] followers, [----] engagements
"@mvcinvesting $HAYPP"
[X Link](https://x.com/DeadOil3000/status/1835630299687875021) 2024-09-16T10:42Z [---] followers, [---] engagements
"@blirikp Agree Right now snushjem is lower then the US sites and snuslagret is higher The calculation still seems pretty accurate because snuslagret is over 4x bigger then snushjem. Resulting in a weighted average of 56% for norway"
[X Link](https://x.com/DeadOil3000/status/1835682300954075272) 2024-09-16T14:09Z [---] followers, [---] engagements
"Continuing my research on the qualitative aspects of the US websites I compared them to a smaller competitor thats recently overtaken Nicokick and Northerner in ZYN-related keywords. Prilla doesnt seem to perform as well as Nicokick and Northerner across most other factors. Also if my scoring correlates with profit margins Prilla is doing worse than $HAYPP Group"
[X Link](https://x.com/emilhartela/status/1835708893424406978) 2024-09-16T15:54Z [---] followers, [---] engagements
"Been tracking $HAYPP for a while recently discovered $HITI. Both have high growth low margins strong management and regulatory hurdles. They also have similar web traffic (2M monthly users) but $HAYPP generates $100M in revenue per quarter while $HITI only gets $10M from e-commerce. Can $HITI unlock more from its online presence"
[X Link](https://x.com/DeadOil3000/status/1836109020257476679) 2024-09-17T18:24Z [---] followers, [----] engagements
"@seanybop5 The low margins aren't ideal but I believe the combination of relatively low valuations high growth and capital-light business models offers a much better opportunity than the cyclical businesses that seem popular on Fintwit"
[X Link](https://x.com/DeadOil3000/status/1836119073761132908) 2024-09-17T19:04Z [---] followers, [---] engagements
"Google Trends: Nicotine Pouch Searches Have 5x'd in Just [--] Years It's still early days in the growth phase for nicotine pouches. The interest is booming but how do you capitalize on this surge 1/3 $HAYPP $BAT $PM 1/ Considering the rapidly evolving landscape of the nicotine pouch market Haypp Group is a company that stands out. Here's why this pure-play leader might be worth your attention. $HAYPP 1/ Considering the rapidly evolving landscape of the nicotine pouch market Haypp Group is a company that stands out. Here's why this pure-play leader might be worth your attention. $HAYPP"
[X Link](https://x.com/DeadOil3000/status/1837855313254387934) 2024-09-22T14:03Z [---] followers, [----] engagements
"Companies like Philip Morris $PM and British American Tobacco $BAT are giants but they offer limited exposure to the pure nicotine pouch play. Most of the other players arent publicly listed which narrows the field considerably for investors who want direct exposure. 2/3"
[X Link](https://x.com/DeadOil3000/status/1837855316106514831) 2024-09-22T14:03Z [---] followers, [---] engagements
"This proposal mirrors Norways approach: lowering nicotine content might benefit the sellers since users can always double up on pouches. However the adult flavors like menthol mint tea ginger rosemary and wood seem a bit absurd. The intent is to curb underage use and shift snus users to legal nicotine pouches. Its a clear signal for other countries looking to implement similar regulations. Im in favor of nicotine pouches but with enough regulation to ensure smaller players cant easily compete with $HAYPP"
[X Link](https://x.com/DeadOil3000/status/1838530905796665802) 2024-09-24T10:48Z [---] followers, [---] engagements
"5. Brands Haypp Group operates a variety of e-commerce brands across multiple key markets focusing on nicotine pouches and snus. Their strongest brands include Snusbolaget Northerner and Nicokick alongside several others tailored to specific geographies. Heres a breakdown of their operations and growth trends: Snusbolaget: Focused on traditional snus Snusbolaget dominates Swedens snus market but is experiencing a gradual decline as nicotine pouches gain popularity. Despite this shift Snusbolaget remains a key brand in Scandinavia representing roughly 20% of Haypps revenue. Northerner &"
[X Link](https://x.com/emilhartela/status/1840065126344319140) 2024-09-28T16:24Z [---] followers, [----] engagements
"@Divergent7651 What do you think about $CELH The stock seems to have taken a beating"
[X Link](https://x.com/DeadOil3000/status/1840323544686670216) 2024-09-29T09:31Z [---] followers, [---] engagements
"Ive known about Palantir $PLTR for a while but only recently took a deeper look. The current valuation seems very high but the future potential of AI replacing employees in many corporate functions is massive. Imagine companies cutting 10%+ of their workforce and fixed costs through AI automationthe value of that market is staggering. The CEO sees $700B potential and I think it could be even more. Palantir seems best positioned to dominate this space. Given the lofty valuation to sales: out-of-the-money long-dated call options could be the optimal way to play this. #NotLudditeFriendly"
[X Link](https://x.com/DeadOil3000/status/1840660577011794028) 2024-09-30T07:50Z [---] followers, [---] engagements
"So the only rational move is to buy Ehang $EH right I mean in five years every guy in China will be cruising around in a robotaxi eVTOL right Chinese Premier Li Qiang effectively telling concerned departments and provincial leaders to Get your asses moving on stimulus 😅 $KBA $KWEB $MCHI $FXI Chinas premier affirms need for policy speed as stimulus package sets markets ablaze https://t.co/ZyG2D8jEMZ Chinese Premier Li Qiang effectively telling concerned departments and provincial leaders to Get your asses moving on stimulus 😅 $KBA $KWEB $MCHI $FXI Chinas premier affirms need for policy speed"
[X Link](https://x.com/DeadOil3000/status/1840733958746656881) 2024-09-30T12:42Z [---] followers, [---] engagements
"@lasse108 $Lindex"
[X Link](https://x.com/emilhartela/status/1841010675994247184) 2024-10-01T07:02Z [---] followers, [---] engagements
"$LINDEX is close to unlocking a lot of value. With restructuring nearly done they have new flexibility. Their omnichannel facility is ready and they could add 100M to the balance sheet by leasing it while still using the facility. There seems to be strong interest in Stockmanns B&M storesnow it's about who theyll trust to preserve the brands legacy. #Lindex sijoittajat huom Tss tuoretta matskua 🎥 siit Alingssin uudesta jakelukeskuksesta. Aika valmiiltahan tuo nytt. Ja tollanen tekojrvikin tehty siihen 🙂 https://t.co/q4aghd9jeR #Lindex sijoittajat huom Tss tuoretta matskua 🎥 siit Alingssin"
[X Link](https://x.com/emilhartela/status/1841023334924026060) 2024-10-01T07:52Z [---] followers, [----] engagements
"The key value catalyst for $LINDEX is the resolution of their ongoing 4-year legal dispute following their restructuring. The company owns two distinct businesses: Lindex which is similar to H&M and generates strong cash flows and Stockmann which is currently loss-making. Once the legal battle is settled they can offload Stockmann and focus on the more profitable Lindex. Additionally this would allow them to start paying dividends which should be a significant boost for shareholders. https://x.com/DeadOil3000/status/1841023334924026060 https://x.com/DeadOil3000/status/1841023334924026060"
[X Link](https://x.com/emilhartela/status/1841039327163240803) 2024-10-01T08:55Z [---] followers, [---] engagements
"Sweden's First North [--] Index hasn't performed well in recent years. However both Swedish services and manufacturing PMI are now in expansion and global rates are falling: very bullish signals. Sweden often leads market rebounds. When the Swedish market rallies again $HAYPP could see significant gains"
[X Link](https://x.com/DeadOil3000/status/1841086166730182863) 2024-10-01T12:02Z [---] followers, [---] engagements
"Good read: $PLTR is tough to explain but solid work. 🔮Palantir explained in the most basic way: People still ask What does Palantir do. Many are disingenuous but some honestly still dont understand it. Heres how I view Palantir at its most basic form: Lets start off with the name of the company Palantir. The name https://t.co/tPeRRqKy2m 🔮Palantir explained in the most basic way: People still ask What does Palantir do. Many are disingenuous but some honestly still dont understand it. Heres how I view Palantir at its most basic form: Lets start off with the name of the company Palantir. The"
[X Link](https://x.com/DeadOil3000/status/1841723235240427793) 2024-10-03T06:13Z [---] followers, [---] engagements
"Asked chatgpt o1 to value $pltr based on the [---] billion valuation of OpenAi Conservative Estimate: If we adjust Palantirs valuation proportionally based on profitability and revenues it could be valued at $100 billion or more. Optimistic Estimate: Considering growth potential and market trends the valuation could approach or even exceed OpenAIs especially if investor sentiment shifts"
[X Link](https://x.com/DeadOil3000/status/1841731659927859651) 2024-10-03T06:47Z [---] followers, [---] engagements
"$HIMS does seem to be growing at an incredible pace these past months and when annualized the growth is an impressive 77% For the month of August -- $HIMS website received [---] MILLION visits. This company could be growing a lot faster than people think. August - [---] Mil July - [---] Mil June - [---] Mil https://t.co/8RHNZGOtdN For the month of August -- $HIMS website received [---] MILLION visits. This company could be growing a lot faster than people think. August - [---] Mil July - [---] Mil June - [---] Mil https://t.co/8RHNZGOtdN"
[X Link](https://x.com/DeadOil3000/status/1842126457633468708) 2024-10-04T08:55Z [---] followers, [---] engagements
"@Govikings69 The chart is only for hims. The data for forhers isnt as good in august (pretty much flat). September on the other hand was great for forhers (almost 20% growth)"
[X Link](https://x.com/emilhartela/status/1842219179333599384) 2024-10-04T15:04Z [---] followers, [--] engagements
"@Govikings69 For hers 19% and hims like 08% for sept (data from till [--] sept ie missing [--] days of data). Also good to keep in mind that hims is [----] x larger then forhers web-traffic wise"
[X Link](https://x.com/emilhartela/status/1842223415324762157) 2024-10-04T15:21Z [---] followers, [--] engagements
"The nicotine pouch trend seems to have taken a breather after the ZYN shortage this summer affecting Northerner Nicokick and Prilla. It'll be interesting to see how long it takes for the US market to pick up steam again. On the other hand Haypp Groups European brands are doing well. I have a feeling that Haypps own site might soon be its largest: haypp com has grown almost 50% YTD"
[X Link](https://x.com/emilhartela/status/1843222540447019211) 2024-10-07T09:31Z [---] followers, [----] engagements
"I asked ChatGPT about companies that trade at a [---] P/S ratio. Wonder which one Haypp falls into: 1.Cyclical industries 2.Highly competitive markets 3.Declining growth prospects 4.Turnaround or distressed companies 5.Undervalued opportunities"
[X Link](https://x.com/DeadOil3000/status/1843588133058703655) 2024-10-08T09:43Z [---] followers, [----] engagements
"Chatgpt o1-preview is fascinating: Thank you for providing additional information. The fact that Haypp Group has low margins but possesses a competitive moat through size age verification and regulatory barriers is significant and impacts the valuation analysis. Impact of Low Margins Profitability Concerns: Low margins mean that the company retains less profit from each dollar of sales. This can affect cash flow and the ability to reinvest in the business. Valuation Implications: Generally companies with lower margins command lower P/S ratios because their sales translate into less profit."
[X Link](https://x.com/DeadOil3000/status/1843590511132627016) 2024-10-08T09:53Z [---] followers, [---] engagements
"@kostas_panagias @dividendology And don't forget the capital gains taxes it forces upon investors through asset inflation. The devaluation of currency pushes asset prices higher and we end up paying taxes on 'gains' that are really just a shift in future consumption"
[X Link](https://x.com/DeadOil3000/status/1845147534949286174) 2024-10-12T17:00Z [---] followers, [--] engagements
"Framework for valuing Haypp: Nicotine pouches are a superior alternative to smoking: they cause less harm are discreet and cost less. This sets up clear growth paths for the market forming a solid base for a DCF valuation. The challenge lies in accounting for regulatory risks. One simple method is applying a high cost of capital like 25% to capture this uncertainty. To refine the analysis you need to assess regulatory incentives in various regions. In Norway where smoking rates are low due to pouches and snus scrutiny has shifted to these products. Conversely in newer markets like the US the"
[X Link](https://x.com/DeadOil3000/status/1846271164819165240) 2024-10-15T19:25Z [---] followers, [---] engagements
"Great video on $HIMS I've said many times $HIMS has 100X potential. Here's an in depth explanation of why. TL;DR $HIMS is executing the same operational algorithm as $AMZN and $COST but for healthcare. https://t.co/bHzC3p7Z5U I've said many times $HIMS has 100X potential. Here's an in depth explanation of why. TL;DR $HIMS is executing the same operational algorithm as $AMZN and $COST but for healthcare. https://t.co/bHzC3p7Z5U"
[X Link](https://x.com/DeadOil3000/status/1846274023669617034) 2024-10-15T19:36Z [---] followers, [---] engagements
"$HIMS web traffic data for both Hims and ForHers shows solid activity. Using this data I've estimated Q3 revenue to be approximately $394 million. This estimate is based purely on traffic trends thus skipping a step and relying on correlation which leaves some causal error. It could still be very accurate: well find out soon on Q3 earnings. $HIMS to Announce Third Quarter [----] Financial Results on November [--] [----] Guidance: Revenue $375-380M Adj. EBITDA $35-40M Analysts Estimates: Revenue $381.5M (revised up from $379.3M) Adj. EBITDA $38.9M GAAP EPS $0.05 What are your expectations 🤔"
[X Link](https://x.com/emilhartela/status/1846303939475521688) 2024-10-15T21:35Z [---] followers, [----] engagements
"$HIMS continued: My analysis is based on web traffic to estimate net income and EPS. Usually there is more causal error when estimating earnings so this could very well be quite off compared to the revenue estimate down below. My estimate for HIMS Q3 EPS is [--] cents. $HIMS web traffic data for both Hims and ForHers shows solid activity. Using this data I've estimated Q3 revenue to be approximately $394 million. This estimate is based purely on traffic trends thus skipping a step and relying on correlation which leaves some causal error. It https://t.co/aoNCj5bCNj $HIMS web traffic data for"
[X Link](https://x.com/DeadOil3000/status/1846468333870125155) 2024-10-16T08:28Z [---] followers, [---] engagements
"@LycheEven Yes healthy competition in the market is great for $Haypp. The launch of Velo+ by $BTI could help balance $PM market share especially in the U.S"
[X Link](https://x.com/DeadOil3000/status/1846537488485003762) 2024-10-16T13:03Z [---] followers, [---] engagements
"The proposal to ban most nicotine pouch flavors in Finland is sparking debate as only one company currently produces the allowed flavors raising concerns about anti-competitive legislation. Funny enough I find the proposed flavors quite intriguing. I didnt even know most of these flavors existed: cant wait to try them https://www.kauppalehti.fi/uutiset/raivo-nikotiinipusseista-leviaa/486258a8-f41a-495c-9db9-e1d76be65251 https://www.kauppalehti.fi/uutiset/raivo-nikotiinipusseista-leviaa/486258a8-f41a-495c-9db9-e1d76be65251"
[X Link](https://x.com/DeadOil3000/status/1846539345529888798) 2024-10-16T13:11Z [---] followers, [---] engagements
"$HAYPP Interesting to see how Nicokick and Northerner have flipped in competitiveness within a month. Last month Nicokick seemed ahead but now Northerner has the upper hand. This shift likely stems from the downtrend in ZYN-related keywords/search volume which Nicokick and Prilla focused on while Northerner targeted broader terms like 'snus' and non-$PM brands like VELO. If Northerners improved performance continues we could regain momentum for $HAYPP. Notably Similarweb shows Prillas high click costs suggesting its edge comes from higher spendpromising as Nicokick and Northerner can boost"
[X Link](https://x.com/emilhartela/status/1846875563647983828) 2024-10-17T11:27Z [---] followers, [----] engagements
"Continuation in analyzing the Q2-Q3 web traffic delta to estimate Q3 revenue: last year total web traffic was down 45% during the same period while it's up 65% this year. However not all traffic is equal: growth markets drive more revenue due to larger purchase sizes etc. @DeadOil3000 Okay I understand. Can you see if web traffic was flat from Q2 to Q3 [----] and [----] @DeadOil3000 Okay I understand. Can you see if web traffic was flat from Q2 to Q3 [----] and 2023"
[X Link](https://x.com/E_H_acc/status/1848669572779450581) 2024-10-22T10:15Z [---] followers, [---] engagements
"$PM stock is up after strong growth from smokeless products (ZYN) while $HAYPP remains flat 🧐 https://moneycheck.com/philip-morris-pm-shares-rally-as-smoke-free-products-lead-growth/ https://moneycheck.com/philip-morris-pm-shares-rally-as-smoke-free-products-lead-growth/"
[X Link](https://x.com/emilhartela/status/1848737368175514098) 2024-10-22T14:45Z [---] followers, [---] engagements
"Update on $HAYPP's Q4 momentum: Last week's data showed a web traffic rebound across all four major sites and new data confirms this trend. However Snusbolagets growth has plateaued likely due to its brand decline. This pattern is consistent with broader NP trends and the performance of ZYN. I was concerned about $HAYPP's start to Q4 due to the low web traffic at the end of Q3. However the latest weekly data indicates that all four major sites: haypp com snusbolaget se northerner com and nicokick com are showing an upward trend. Will probably get more data next https://t.co/yohgECq9YU I was"
[X Link](https://x.com/emilhartela/status/1850154155463029146) 2024-10-26T12:34Z [---] followers, [----] engagements
"@Bostrm_ The Google Trends chart is likely distorted. Your chart does show a small upward trend. What is the y axis value 5k ticks"
[X Link](https://x.com/E_H_acc/status/1852297809879244969) 2024-11-01T10:33Z [---] followers, [---] engagements
"What is a bot Most LLMs already outperform many humans in reasoning. So how do we define a bot Must it be organic or have human DNA to be not a bot If so would a lab-grown brain hooked up to Twitter qualify as one As e/acc progresses the line between bot and human will blur even further"
[X Link](https://x.com/DeadOil3000/status/1852387454604415086) 2024-11-01T16:29Z [---] followers, [--] engagements
"Using a similar logic for $Haypp although the situations aren't identical: Haypp's CQGR for the total number of customers since Q3 [----] is 2.35% higher than overall revenue growth. This indicates that customer growth is outpacing revenue growth partly because Haypp has pushed their own prices down to make their offering more attractive compared to traditional retail. While AMZN had maintained a tremendous 32% revenue CAGR over the last decade revenue was depressed by AMZNs third-party marketplace where AMZN earned less revenue per unit but similar operating profit per unit. Josh believed unit"
[X Link](https://x.com/DeadOil3000/status/1853439044467720506) 2024-11-04T14:07Z [---] followers, [----] engagements
"$PLTR is inching closer to matching OpenAIs valuation. Asked chatgpt o1 to value $pltr based on the [---] billion valuation of OpenAi Conservative Estimate: If we adjust Palantirs valuation proportionally based on profitability and revenues it could be valued at $100 billion or more. Optimistic Estimate: Considering growth https://t.co/fJfIZRHhny Asked chatgpt o1 to value $pltr based on the [---] billion valuation of OpenAi Conservative Estimate: If we adjust Palantirs valuation proportionally based on profitability and revenues it could be valued at $100 billion or more. Optimistic Estimate:"
[X Link](https://x.com/DeadOil3000/status/1853567063186407586) 2024-11-04T22:36Z [---] followers, [---] engagements
"Trump victory could be a boost for nicotine pouches and by extension $HAYPP. With Republicans' consumer-choice approach nationwide restrictions on nicotine pouches are now unlikely and state-level support for such actions will dwindle. Democratic leaders like Kamala Harris had proposed new taxes on nicotine pouches but this now seems off the table keeping prices stable and boosting demand: especially in the U.S. Haypp Groups most promising market. Additionally Trumps association with nicotine-using demographics adds visibility further supporting growth"
[X Link](https://x.com/DeadOil3000/status/1854162577577697411) 2024-11-06T14:03Z [---] followers, [----] engagements
"$HAYPPs muted price action raises the question: has the U.S. ZYN supply issue been known to certain insiders for a while"
[X Link](https://x.com/DeadOil3000/status/1854442226102731147) 2024-11-07T08:34Z [---] followers, [----] engagements
"Today's a good day to assess $HAYPP's valuation and cash flow potential. With a TTM operating cash flow of 358M SEK and a market cap of 1900M SEK that's an 18% cash flow yield. Adjustments for growth investments aside it's intriguing for a company poised for double-digit growth over the next five years even factoring in occasional regulatory hits"
[X Link](https://x.com/DeadOil3000/status/1854538967057653990) 2024-11-07T14:58Z [---] followers, [----] engagements
"$HIMS slowly becoming one of my largest positions as well $HIMS 100X potential explained by an early $PLTR investor. Here's why I doubled my position last night and why I think this company is positioned for greatness. https://t.co/H5x92QHciP $HIMS 100X potential explained by an early $PLTR investor. Here's why I doubled my position last night and why I think this company is positioned for greatness. https://t.co/H5x92QHciP"
[X Link](https://x.com/DeadOil3000/status/1856653018776609062) 2024-11-13T10:59Z [---] followers, [---] engagements
"Brands like Carlson Tuckers new nicotine pouch show why $HAYPPs dependence on Zyn isnt a long-term concern. The U.S. market will gradually diversify creating more opportunities for Haypp as it benefits from broader consumer choice. Bye Zyn. Buy Alp. https://t.co/Hp850H7TSp https://t.co/RR2PGxqu9o Bye Zyn. Buy Alp. https://t.co/Hp850H7TSp https://t.co/RR2PGxqu9o"
[X Link](https://x.com/emilhartela/status/1857079708338237930) 2024-11-14T15:14Z [---] followers, [----] engagements
"Great thread on $HIMS. Side note: The sharp drop in stock price seems fishyAmazon news is old and $HIMS is relatively cheap from a cash flow perspective. Could this just be a temporary dip to cover shorts Insider buys also make the reaction seem odd. $HIMS crashed by over 30% following $AMZN's announcement of expanding its telehealth services to subscription-based options. Was this justified or an overreaction Will Amazon kill Hims & Hers Heres a thread with some of the key topics to consider when answering this: 👇🏻🧵 https://t.co/MM4anJkeUj $HIMS crashed by over 30% following $AMZN's"
[X Link](https://x.com/E_H_acc/status/1857539336335479192) 2024-11-15T21:41Z [---] followers, [----] engagements
"Nice little buy from GR8 Ventures in $HAYPP Storgaren lastar in Haypp fr [--] miljon $HAYPP https://t.co/Lj6qmxUKRv Storgaren lastar in Haypp fr [--] miljon $HAYPP https://t.co/Lj6qmxUKRv"
[X Link](https://x.com/emilhartela/status/1858570186175246361) 2024-11-18T17:57Z [---] followers, [----] engagements
"@LycheEven One could conclude that the sourcing challenges $HAYPP faces are likely even worse for its competitors"
[X Link](https://x.com/emilhartela/status/1859604888637874572) 2024-11-21T14:28Z [---] followers, [---] engagements
"$HIMS is now my 3rd largest position by call option exposure. Sales per customer are skyrocketing boosting my confidence but flat web traffic for in recent months gives me pause. Not to worry: is exploding now 27% of total traffic and growing fastcould surpass Hims in the future. Holding OTM long-dated calls alongside the stock feels like a no-brainer. Not financial advice. Would like to see a similar guidance beat like last time for Q4; however this won't be easy. With the data I currently have I get to the lower end of their Q4 guidance ($460M). For HIMS to beat guidance needs to grow more."
[X Link](https://x.com/E_H_acc/status/1861045735988539817) 2024-11-25T13:54Z [---] followers, [---] engagements
"Shorting $MSTR and going long BTC feels like free money. What's the catch Why shouldn't you take this bet $MSTR shareholders have 60% more BTC than at the start of the year and BTC is up 160% but a 3x NAV premium is too high lmao $MSTR shareholders have 60% more BTC than at the start of the year and BTC is up 160% but a 3x NAV premium is too high lmao"
[X Link](https://x.com/E_H_acc/status/1861051667354906989) 2024-11-25T14:17Z [---] followers, [---] engagements
"Trade idea for the future. Polymarket sentiment and incoming US leadership suggest BTC will go higher possibly reaching $200K. In that scenario a prudent trade could be shorting $MSTR while going long BTC. Heres my reasoning: Originally BTC was a movement for anonymous decentralized payments. However its anonymity was compromised when transactions became traceable. BTC then evolved into a "social store of value" like gold with a capped supply outside government control. But now institutional custody and third-party wallets dominate BTC holdings eroding its transactional utility and rebellious"
[X Link](https://x.com/E_H_acc/status/1861111029893341537) 2024-11-25T18:13Z [---] followers, [---] engagements
"@alc2022 Could $SPOTs monopolistic tendencies pose a risk in the future Antitrust law tail event risk may increase as $SPOT continues to grow"
[X Link](https://x.com/E_H_acc/status/1862445977317060657) 2024-11-29T10:38Z [---] followers, [---] engagements
"Out of $HIMS for now as the return profile on OTM options isn't appealing. Might consider buying stock instead until higher strike prices are issued. This post aged well👇. Took just [--] days to reclaim the levels before the strange Amazon drop. My position 3xd in a week. Took some profits on shorter-dated options but still holding a big $HIMS position. https://t.co/MCpAE6ZIr3 This post aged well👇. Took just [--] days to reclaim the levels before the strange Amazon drop. My position 3xd in a week. Took some profits on shorter-dated options but still holding a big $HIMS position."
[X Link](https://x.com/E_H_acc/status/1862548696493162520) 2024-11-29T17:26Z [---] followers, [---] engagements
"Lets address some common risks often brought up about $HAYPP and my perspective on them: 1) Amazon or food chains replacing Haypp: The odds are very slim. For Amazon or Walmart to sell nicotine pouches online theyd need to implement age verification. While technically feasible it would be a poor business move. Adding friction for 99.9% of their customers to sell a niche product isnt worth the minor revenue increase. It could even harm their broader sales by complicating the user experience. Also many parents wouldnt want kids browsing a platform that includes nicotine products which could"
[X Link](https://x.com/emilhartela/status/1863913153802760361) 2024-12-03T11:48Z [---] followers, [----] engagements
"@targetedcap1 I am using Nordnet: they have low fees. The situation is probably different in the US"
[X Link](https://x.com/E_H_acc/status/1863984131518140505) 2024-12-03T16:30Z [---] followers, [---] engagements
"Don't know how I missed this: $TBP is in a joint venture with Alp Pouch and has their own FRE Pouch brand. Their traditional tobacco products are generating strong cash flow making the company seem undervalued on a FCF basis. The stock has risen a lot this year but could still offer a massive opportunity. Ill likely start covering $TBP (Turning Point Brands) soon. Stay tuned Tucker Carlson partners with Turning Point Brands (in a 50/50 JV) to launch ALP nicotine pouches $tpb Read more: https://t.co/IHyskCQ3Q7 Carlson claims that ALP is a "satisfyingly moist" product and is a far better"
[X Link](https://x.com/emilhartela/status/1866559118028234841) 2024-12-10T19:02Z [---] followers, [----] engagements
"Estimating the Value of $TPB Nicotine Pouches: A fermi problem $TPB manufactures nicotine pouches through their FRE brand. Recently they entered a 50/50 joint venture with Tucker Carlson in AlpPouch which has the potential to significantly add value to the company. So what is the nicotine pouch business worth to $TPB Estimating the value of $TPB's nicotine pouches is highly speculative due to limited data. In November Alp Pouch attracted nearly [------] visitors totaling [--] million when annualized going forward. Assuming a 40% conversion rate based on $HAYPP's sales and an average sale price of"
[X Link](https://x.com/E_H_acc/status/1866942400373067961) 2024-12-11T20:25Z [---] followers, [---] engagements
"@paintthegirl The point is that you could just as well take leverage on your own and buy btc instead of paying a huge nav premium"
[X Link](https://x.com/E_H_acc/status/1867488518861386221) 2024-12-13T08:35Z [---] followers, [--] engagements
"A Potential Gem Hiding in Plain Sight: Turning Point Brands $TPB 1/ Strong Free Cash Flow Supporting a Safety Net Turning Point Brands isnt just another player in the tobacco and nicotine space. Its established brands such as Zig-Zag and Stokers generate reliable free cash flow year after year. This steady stream of cash relative to the companys enterprise value (EV) provides a built-in margin of safety for investors. Even if growth expectations fall short that underlying cash flow stability can serve as a sturdy floor for the stock price. Both FRE and ALP are performing well in web traffic."
[X Link](https://x.com/emilhartela/status/1868770346846847145) 2024-12-16T21:29Z [---] followers, [---] engagements
"2/ The Nicotine Pouch Wildcard (ALP Pouch & Tucker Carlson JV) While the legacy products offer solidity the real excitement lies in TPBs move into nicotine pouches. Nicotine pouches are one of the fastest-growing segments in the industry: smokeless discreet and increasingly popular among consumers shifting away from traditional tobacco. Heres the kicker: Turning Point Brands has formed a joint venture related to ALP nicotine pouches with Tucker Carlsons involvementone of the most influential media personalities in the U.S. This venture injects star power and marketing reach into a category"
[X Link](https://x.com/emilhartela/status/1868770350215086243) 2024-12-16T21:29Z [---] followers, [---] engagements
"The $VFC short thesis looks interesting in the current high-valuation environment. VFC owns brands like North Face Vans Timberland and more. Roughly 60% of sales come from Vans & North Face. Web traffic for these brands is weak making a short ahead of Q4 results a strong hedge for potential market downside. Main risks: 1) The Skims x North Face collab could boost revenue & sentiment 2) Business cycle momentum & M2 growth may continue driving the market higher"
[X Link](https://x.com/E_H_acc/status/1870097036751622289) 2024-12-20T13:20Z [---] followers, [---] engagements
"@yaireinhorn @unusual_whales Spending $600M on a wedding isnt obtuseits injecting liquidity into the economy. The real problem is declining M2 velocity which reflects stagnating money circulation and economic activity"
[X Link](https://x.com/E_H_acc/status/1870811496101621939) 2024-12-22T12:39Z [---] followers, [---] engagements
"Could $UBER be a sleeper trade Many think its an ancient fossil doomed by autonomous driving but that shift may be farther off than most expect. Meanwhile its trading at a cheap valuation with solid FCF and multiple growth drivers. Even if self-driving hits partnerships with Waymo or even Tesla could let $UBER ride the wave instead of getting sidelined. Plus its delivery arm seems poised to keep thriving in any scenario. Comment your best bear theses below"
[X Link](https://x.com/E_H_acc/status/1871298977125281929) 2024-12-23T20:56Z [---] followers, [---] engagements
"@smallcap_stonks Doubt that it is a pivot I think it just means that they will be retailing it in the US. Remains to be seen if there is some deeper partnership"
[X Link](https://x.com/E_H_acc/status/1872334725337276713) 2024-12-26T17:32Z [---] followers, [--] engagements
"I've been gauging the Alp Pouch sentiment and have seen surprisingly positive reviews about its taste and duration. This aligns with the Nicokick survey where 86% say they could switch to Alp Pouches painting a rosy picture for $TPB. Online sentiment suggests Alp Pouch could dominate Zyn which was bought for $16B and has seen further investment since. The brand is likely worth much more today. If Alp Pouch can even come close to Zyn $TPB s 50% stake in Alp Pouch could mean a much higher valuation than the current $1.1B. With the Tucker partnership and their own brand Turning Point Brands"
[X Link](https://x.com/emilhartela/status/1873482536933884068) 2024-12-29T21:33Z [---] followers, [----] engagements
"Most Q4 web traffic is in for $HIMS & ForHers. My exponential model (which nailed Q3) now shows $HIMS at $452M for Q4; a linear fit gives $445below guidance. Could this be the first miss Web-traffic-based estimate is low (HIMS flattened) but ForHers is still growing fast. Credit card data suggests a higher range 👇 Ive updated the model from @OpenAI with more recent credit card sales data for $HIMS covering up until 20/12. Here are the revised estimates for Q4-24: - Conservative (flat average): 475476M - Baseline (carry Dec [----] avg): 479480M - Bullish (+10% holiday bump): 485486M Ive updated"
[X Link](https://x.com/emilhartela/status/1873508611378512334) 2024-12-29T23:17Z [---] followers, [---] engagements
"Tried out a new content format with an AI-generated voice in video form. This short $TPB video is far from perfect or highly informativebut should I do more content like this for $HAYPP $TPB"
[X Link](https://x.com/emilhartela/status/1887912885705400726) 2025-02-07T17:14Z [---] followers, [----] engagements
"My best trade of [----] so far $NBIS; bought the deepseek dip. Up over 100% in two weeks on my options. Despite DeepSeeks radical cost slash we wont need 90% fewer servers. Future emulated mindswith heavier memory self-improvement loops and built-in randomnesswill demand 100x more capacity. If DeepSeek can do this with fewer params imagine bigger models. $NBIS stands to https://t.co/xvcvVcje9f Despite DeepSeeks radical cost slash we wont need 90% fewer servers. Future emulated mindswith heavier memory self-improvement loops and built-in randomnesswill demand 100x more capacity. If DeepSeek can"
[X Link](https://x.com/E_H_acc/status/1888690850664005817) 2025-02-09T20:46Z [---] followers, [---] engagements
"What do you expect $HAYPP to report for revenue Q4 Under [---] million sek [---] +- 25million sek Over [---] million sek Under [---] million sek [---] +- 25million sek Over [---] million sek"
[X Link](https://x.com/emilhartela/status/1888875967927521561) 2025-02-10T09:01Z [---] followers, [----] engagements
"X sentiment suggests revenue is around [---] million SEK for Q4. $HAYPP What do you expect $HAYPP to report for revenue Q4 What do you expect $HAYPP to report for revenue Q4"
[X Link](https://x.com/emilhartela/status/1889248975019991235) 2025-02-11T09:43Z [---] followers, [----] engagements
"Companies like $PLTR trade at 100x P/S (I first bought at 40xfelt insane). Now Im eyeing $NBIS a Yandex spinoff powering AI infrastructure. They could hit $1B rev soon and push $2B+ in [--] yrs. At just 410x vs. 100x for the giants if they show high margins a 10x move isnt out of the question"
[X Link](https://x.com/E_H_acc/status/1889641095643984322) 2025-02-12T11:41Z [---] followers, [----] engagements
"$HAYPP Q4 key points: "Haypp Group remains in regular positive dialogue with PMI both in the US and internationally and is optimistic about resolution of the supply issue." "Haypp continued to follow its shared economies of scale philosophy both by reinvesting in its consumer offering while also increasing the gross margins to 17.1%" "Active customers were [---] thousand (531) at the end of the quarter.""
[X Link](https://x.com/emilhartela/status/1889939294682251607) 2025-02-13T07:26Z [---] followers, [---] engagements
"$HAYPP has a positive outlook for the zyn sourcing issue"
[X Link](https://x.com/emilhartela/status/1889943043417297045) 2025-02-13T07:41Z [---] followers, [---] engagements
"All in all Haypps Q4 played out as expected. Most of the negatives that initially drove the stock down have been mitigated and mgmt is optimistic on the ZYN supply issue. Also worth noting: bullish macro shifts since Q3Trump back in office RFK Jr. spotted with ALP pouches and no new legal troubles. $HAYPP Cant stop buying $HAYPP. Seeing everyone around me using different nicotine pouches in a more mature market like Finland gives me confidence that other markets will follow the same path. Heres why I believe Haypp Group could be a massive investment opportunity 🧵👇 https://t.co/OGOqUQdLUD"
[X Link](https://x.com/emilhartela/status/1889944864004997169) 2025-02-13T07:49Z [---] followers, [----] engagements
"The CEO indicated in the webcast that they'll discuss guidance more at Capital Markets Day on April [--]. Worth keeping an eye on. $HAYPP"
[X Link](https://x.com/emilhartela/status/1889955125927858542) 2025-02-13T08:29Z [---] followers, [---] engagements
"A useful but often overlooked growth indicator is headcount expansionand Haypp has been growing its workforce at 30% annually signaling strong underlying momentum. $HAYPP"
[X Link](https://x.com/emilhartela/status/1889978885946949791) 2025-02-13T10:04Z [---] followers, [---] engagements
"$Haypp stock price on the left and web traffic on the right 👀 $HAYPP web traffic is nearing the all-time high seen last summer during the Zyn craze. If this trend continues I expect the stock to hit new ATHs as well. https://t.co/ex6ebViasl $HAYPP web traffic is nearing the all-time high seen last summer during the Zyn craze. If this trend continues I expect the stock to hit new ATHs as well. https://t.co/ex6ebViasl"
[X Link](https://x.com/emilhartela/status/1890354449119334561) 2025-02-14T10:56Z [---] followers, [----] engagements
"Tried the new Grok [--] beta to value $NBISthis Grok is surprisingly good at looking at stocks Grok: $750M [----] ARR P/S comps: CoreWeave (20x-30x) Snowflake (15x) Palantir (90x). At 15x-25x $15B-$18.75B EV $55-$77/share vs $44. Explosive growth & Nvidia backing = undervalued"
[X Link](https://x.com/emilhartela/status/1891794876838088946) 2025-02-18T10:20Z [---] followers, [---] engagements
"Turning Point Brands $TPB and its joint ventureALP Pouch with Tucker Carlsonis massively underdiscovered. There's almost zero chatter on X I just dropped my first video ever to shed some light on the company. Check it out"
[X Link](https://x.com/emilhartela/status/1893583355414827381) 2025-02-23T08:47Z [---] followers, [----] engagements
"$TPB Turning Point Brands $TPB and its joint ventureALP Pouch with Tucker Carlsonis massively underdiscovered. There's almost zero chatter on X I just dropped my first video ever to shed some light on the company. Check it out https://t.co/dek24YpYFV Turning Point Brands $TPB and its joint ventureALP Pouch with Tucker Carlsonis massively underdiscovered. There's almost zero chatter on X I just dropped my first video ever to shed some light on the company. Check it out https://t.co/dek24YpYFV"
[X Link](https://x.com/E_H_acc/status/1894082855761821793) 2025-02-24T17:51Z [---] followers, [---] engagements
"Having a hard time understanding NBISs price action tied to NVDA. They move in tandem but it doesnt add up. If NVDA beats earnings with GPU sales isnt that more competition for NBIS High margins might also mean longer payback times on AI infra. Yes demand matters but what about supply Correlation not causation reflects AI demandbut is the market mispricing these stocks $NBIS"
[X Link](https://x.com/E_H_acc/status/1895405348145574091) 2025-02-28T09:27Z [---] followers, [---] engagements
"Quick 4-min vid on the only pure play stock in the multi-billion-dollar nicotine market. This is my second video ever (first on Haypp Group) more videos coming in the future $HAYPP"
[X Link](https://x.com/emilhartela/status/1896225774111543495) 2025-03-02T15:47Z [---] followers, [----] engagements
"Looking forward to Haypp Groups Capital Markets Day on April [--]. Expecting an update on the [----] financial targetslikely revised slightly down unless the US market overheats like last year. Still 5B SEK in revenue seems within reach. The real question is [----] guidance. If US online penetration accelerates 10B SEK in three years seems reasonable. Lets see what they project. $HAYPP Quick 4-min vid on the only pure play stock in the multi-billion-dollar nicotine market. This is my second video ever (first on Haypp Group) more videos coming in the future $HAYPP https://t.co/BFtWEO87Tm Quick 4-min"
[X Link](https://x.com/EmilHartela/status/1896475178630050229) 2025-03-03T08:18Z [---] followers, [----] engagements
"Another thing I hope they will discuss at Haypp Groups Capital Markets Day in April: the hinted shareholder returns program. Will they announce small buybacks or dividends In a few years Haypp could become a dividend/buyback machine. If revenue hits 10B SEK and they return 5% of it through buybacks or dividends that would mean an 18% yield at todays prices. $HAYPP Looking forward to Haypp Groups Capital Markets Day on April [--]. Expecting an update on the [----] financial targetslikely revised slightly down unless the US market overheats like last year. Still 5B SEK in revenue seems within reach."
[X Link](https://x.com/E_H_acc/status/1896477496171790738) 2025-03-03T08:27Z [---] followers, [----] engagements
"Turning Point Brands reports Q4 earnings on March [--] and I have a feeling the stock could heat up afterward. The Tucker Carlson joint venture is barely covered right now but that might change. Theres almost zero X chatter about TPB likely because their IR site provides no real details. They confirmed the 50/50 JV but didnt elaborate on key termshow does the white-label agreement work for example $TPB $TPB https://t.co/99G9rao9I7 $TPB https://t.co/99G9rao9I7"
[X Link](https://x.com/E_H_acc/status/1896480365570568293) 2025-03-03T08:38Z [---] followers, [---] engagements
"Haypp Group completes tender offer for warrants The Board of Directors of Haypp Group AB (publ) ("Haypp Group" or the "Company") has in accordance with the resolution of the Annual General Meeting resolved to carry out a tender offer for warrants issued within the framework of the Company's incentive program. A total of [-------] warrants will be repurchased through the offering. Payment for repurchased warrants will be made through the issuance of [------] new shares in Haypp Group. The newly issued shares represent a total of 2.3% of the total number of shares in the Company. On [--] May [----] the"
[X Link](https://x.com/E_H_acc/status/1897268085536510422) 2025-03-05T12:48Z [---] followers, [---] engagements
"Q4 $TPB wishlist: 1) $300M nicotine pouch production investment. 2) TPB-Tucker JV specifics (whitelabel). 3) ALP & FRE Q4 saleswholesale vs. online breakdown"
[X Link](https://x.com/E_H_acc/status/1897570524647092299) 2025-03-06T08:50Z [---] followers, [---] engagements
"In Modern Oral combined sales were $11.2 million for the quarter. FRE sales more than quadrupled versus year-ago and grew 26% sequentially and we are excited by the successful launch of ALP during the quarter $TPB"
[X Link](https://x.com/E_H_acc/status/1897662463203488115) 2025-03-06T14:56Z [---] followers, [---] engagements
"$TPB Q4 FRE and ALP"
[X Link](https://x.com/E_H_acc/status/1897664648125587529) 2025-03-06T15:04Z [---] followers, [---] engagements
"Turning Point Brands Q4 Earnings Webcast Summary March [--] [----] $TPB Turning Point Brands (TPB) recently held its Q4 webcast and the spotlight was firmly on modern oral products (nicotine pouches). With projected [----] revenue of $60-80 million from this segment and strong execution behind FRE and ALP TPB is doubling down on what it sees as its future growth engine. Below is a detailed breakdown of the key insights from the earnings call and the Q4 presentation. Modern Oral Products (Nicotine Pouches) The Star of the Show TPBs commitment to nicotine pouches was front and center as they detailed"
[X Link](https://x.com/E_H_acc/status/1897674287927980040) 2025-03-06T15:43Z [---] followers, [---] engagements
"$TPB Here are some of my key thoughts on TPB's earnings: I was positively surprised by how much focus they put on nicotine pouchesfelt like 70% of the call was about it. That should tell investors something. The $60-80M guidance for modern oral feels low. Are they just being cautious If they can produce enough I think they could easily double that. One big unanswered question: the ALP pouch venture. Due to legal limits they didnt disclose details. How does the 50/50 JV really work Is TPB selling white-label to ALP and capturing more than 50% Still unclear. Turning Point Brands Q4 Earnings"
[X Link](https://x.com/E_H_acc/status/1897675613374427352) 2025-03-06T15:48Z [---] followers, [---] engagements
"If $TPB executes on modern oral the upside is massive. A realistic revenue trajectory: 2024: $360M almost all legacy products. 2025: $445M (legacy +7% modern oral $60-80M). 2026: $560M (legacy +7% modern oral $150-200M). 2027: $740M (legacy +7% modern oral $300M). At a 25% EBITDA margin thats $185M EBITDA. Apply a 20x multiple and you get $3.7B in enterprise value. Thats a 3x in a few years if they execute"
[X Link](https://x.com/E_H_acc/status/1897680272239296938) 2025-03-06T16:06Z [---] followers, [---] engagements
"2. Heres the math: 3-Year Life: $400M/year for [--] years = $1.2B profit on $1B invested. After depreciation ($1B [--] = $333M/year) net profits $200M/year ($400M - $333M). Thats 20% net return per year. If scraps 20% ($200M) total returns $800M or 6.67% annualized over [--] years. 5-Year Life: $400M/year for [--] years = $2B profit. Depreciations $200M/year ($1B 5) so $200M net profit/year20% again. Scrap at 10% ($100M) makes it $1.1B total 30% annualized over [--] years. Full-stacklike cloud services and AI Studiocould push margins higher maybe 50% on GPU revenue if payback hits [--] years ($500M profit on"
[X Link](https://x.com/emilhartela/status/1897941496273252377) 2025-03-07T09:24Z [---] followers, [---] engagements
"3. Valuation Aint That Sexy $NBIS Based on that 20% net margin on invested capital lets value the AI infra biz organically: [----] Setup: Say $2.808B invested by [----] ($808M in [----] $1B in [----] $1B in 2026). At 20% return thats $562M profit a year. [----] Guess: We could see $1.6B profit by [----] with reinvestmentcall it steady at $1.5B$2B long-term organically. Valuation: Tech stocks like this trade at 510x profit. At $1.5B profit thats $7.5B$15B; at $2B $10B$20B. Id peg the AI infra biz at $7B$10B; middle ground nothing crazy. Thats not jaw-dropping. Its decent but organic growth aint setting"
[X Link](https://x.com/emilhartela/status/1897941498387411440) 2025-03-07T09:24Z [---] followers, [----] engagements
"4. Why Its Still Hot $NBIS Avrides the X-Factor Even with a meh valuation on AI infra the stocks damn attractive when you toss in Avride. Thats their autonomous driving arm and its a sleeper hit. They just partnered with Hyundai whos cranking out [--] million cars a year (Nebius Avride-Hyundai Partnership). If Avride supplies autonomous driving kits; say $5000$10000 per car; for all [--] million thats $20B$40B revenue a year. Even at 20% margins thats $4B$8B profit. Slap a 10x multiple on that and Avride alone could be worth $40B$80B in an optimal scenario. Compare that to AI infras $7B$10B; Avride"
[X Link](https://x.com/E_H_acc/status/1897941500564062552) 2025-03-07T09:24Z [---] followers, [----] engagements
"@mvcinvesting $HAYPP 😉"
[X Link](https://x.com/emilhartela/status/1898095161751879798) 2025-03-07T19:35Z [---] followers, [---] engagements
"$NBIS Avrides Hyundai partnership could mean a future where all 4M cars/yr gain autonomy. At $3K profit/unit thats $12B profit/yrpropelling Avride to a stunning $120B valuation in the self-driving era"
[X Link](https://x.com/E_H_acc/status/1898130918357057783) 2025-03-07T21:57Z [---] followers, [---] engagements
"@FrameworkWisely Yes I will try to do a valuation of clickhouse in itself soon"
[X Link](https://x.com/E_H_acc/status/1898463925827408009) 2025-03-08T20:00Z [---] followers, [--] engagements
"Markets might have gotten ahead of themselves but some keep climbinglike nicotine pouches. They offer tech-like growth with recession-proof demand. One could even argue a recession benefits companies like $HAYPP as their pouches are much cheaper online than in stores"
[X Link](https://x.com/emilhartela/status/1899062350952398960) 2025-03-10T11:38Z [---] followers, [---] engagements
"@greentardscycle Similarweb and tickertrends"
[X Link](https://x.com/emilhartela/status/1900140911301927366) 2025-03-13T11:04Z [---] followers, [--] engagements
"@tickerplus I do regression analysis on the data and compare it to sales over time. Maybe a feature that could be added to tickertrends in the future"
[X Link](https://x.com/emilhartela/status/1900166988107862097) 2025-03-13T12:48Z [---] followers, [---] engagements
"Haypp Groups Capital Markets Day was fascinating. Gavin hinted at potential beats on the new financial targetsbullish signals. Their operational excellence IR and leadership are top-tier and Gavin is a fantastic speaker. The Haypp Writer LLM seems promising. Theyre interacting with entities beyond nicotine pouchescould their M&I expertise be applied to other industries like alcohol Gavin confirmed growth takes priority over profitHaypp will continue to grow and dominate. Also they expect the vape segment to 3x in [--] years. Impressive. $HAYPP $HAYPP capital market day [----] summary; groks"
[X Link](https://x.com/emilhartela/status/1907839432088236172) 2025-04-03T16:55Z [---] followers, [---] engagements
"$HAYPP is green in a sea of red and for good reason. Exceptional management flawless execution and perfect market positioning. Accidentally bought more during the callcouldnt resist. $HAYPP capital market day [----] summary; groks summary of my notes. Haypp Capital Market Day 2025: A Complete Recap On April [--] [----] Haypp hosted its Capital Market Day delivering a thorough update on its performance strategy and future plans. The event featured $HAYPP capital market day [----] summary; groks summary of my notes. Haypp Capital Market Day 2025: A Complete Recap On April [--] [----] Haypp hosted its Capital"
[X Link](https://x.com/emilhartela/status/1907840466294550924) 2025-04-03T16:59Z [---] followers, [---] engagements
"Haypp Groups nomination committee proposes Lars-Johan Jarnheimer as new Chairman $HAYPP Haypp Groups nomination committee proposes that Lars-Johan Jarnheimer be appointed as new Chairman of the Board of Directors and Helena Juhlin Pink as new member of the Board at the annual general meeting on [--] May [----]. The nomination committee proposes that Haypp Groups [----] Annual General Meeting elects six ordinary board members with no deputy directors.Linus Liljegren Patrik Rees Deepak Mishra and Adam Schatz are proposed to be re-elected as board members. Ingrid Jonasson Blank and Anneli Lindblom"
[X Link](https://x.com/emilhartela/status/1908100341608104071) 2025-04-04T10:12Z [---] followers, [---] engagements
"Started a small side project. Decided to see how well AI can invest so I wrote down all my investing rules; from position sizing to what I look for in companies. Everything. Refined it over several iterations until it started thinking like me. Then I gave it $50K to invest. Documenting the process on video"
[X Link](https://x.com/EmilHartela/status/1908414339599781971) 2025-04-05T07:00Z [---] followers, [---] engagements
"2. Some of the technical aspects I taught it: Position sizing primarily based on the Kelly criterion. Rules to prevent overlapping too many sectors for better diversification. Key traits I look for: network effects capital-light business models and scalability. The hardest part Getting it to dig into niche stocks instead of defaulting to mainstream names. It still struggles with this but Im happy with the progress so far"
[X Link](https://x.com/EmilHartela/status/1908414341583691999) 2025-04-05T07:00Z [---] followers, [---] engagements
"3. This experiment explores diversification from my own obsession over a few stocks and tests how far AI has come. I think AI will soon replace most finance graduates. Follow me to see how the portfolio performs"
[X Link](https://x.com/EmilHartela/status/1908414343148167321) 2025-04-05T07:00Z [---] followers, [--] engagements
"I made an AI that thinks like me. Trained it with all my investing rules refined it over multiple iterations and then handed it $50K to invest. Here are the stocks it chose. Video down below"
[X Link](https://x.com/EmilHartela/status/1908451893191622949) 2025-04-05T09:29Z [---] followers, [---] engagements
"2. The AI split the portfolio into high and medium conviction stocks: High Conviction Stocks ($7500 each / 15% of the portfolio each): $SYM (Symbotic) $TSLA (Tesla) $PLTR (Palantir) $HAYPP (Haypp Group) Medium Conviction Stocks ($5000 each / 10% of the portfolio each): $AXON (Axon Enterprise) $CRSP (CRISPR Therapeutics) $CYRX (Cryoport) $DNA (Ginkgo Bioworks) Total Portfolio Value: $50000 Stay tuned for how it performs"
[X Link](https://x.com/EmilHartela/status/1908451895234224181) 2025-04-05T09:29Z [---] followers, [---] engagements
"$HAYPP being ALP Pouches' preferred online distributor is great news. I was actually worried ALP might go DTC-only and push others to followbut turns out brands need Haypp not the other way around. And so begins the dominance of Haypp in the US where soon Zyn wont be the only player controlling most of the volume; with ALP and BAT taking market share. https://t.co/Nol3Wgyut4 $HAYPP https://t.co/Nol3Wgyut4 $HAYPP"
[X Link](https://x.com/emilhartela/status/1909976058390266244) 2025-04-09T14:25Z [---] followers, [---] engagements
"Quick short-form video on $HAYPP I made for TikTok"
[X Link](https://x.com/emilhartela/status/1910348848142414109) 2025-04-10T15:07Z [---] followers, [----] engagements
"$NBIS management is getting unfairly knocked. The ISS Governance QualityScore of [--] (Audit: [--] Board: [--] Shareholder Rights: [--] Compensation: 6) combined with a handful of harsh Glassdoor reviews paints a misleading picture. Context matters: NBIS is newly formed (July [----] Yandex spinoff). Short board tenure (0.60.7 yrs) inflates governance risk scores. The board is mostly Russian men which hurts ESG/diversity ratings. But given its origin that structure is logical; not a red flag. I reviewed all the Glassdoor posts. A few are very negative but most are neutral or positive. The main concern is"
[X Link](https://x.com/emilhartela/status/1920346519384854909) 2025-05-08T05:14Z [---] followers, [----] engagements
"Sold my $NBIS position today. Was up 570% in a few months so decided to take profits on the options. Not sure what Ill do next; feels like its run too far to reload OTM calls. But I still see massive potential in the company"
[X Link](https://x.com/emilhartela/status/1932087366002651177) 2025-06-09T14:48Z [---] followers, [---] engagements
"After watching what feels like [----] videos of missile interceptions and Iron Dome launches Ive started to wonder; what companies are actually innovating here Not the legacy primes with bloated contracts and aging tech. I mean cutting-edge low-cost systems. The stuff that wins wars. Most defense stocks seem pricey and not that impressive on the tech side. But companies like Anduril (still private) suggest theres a new wave coming. Are there any public pure plays doing real innovation; autonomous drones hypersonics smart systems Also why are they still called defense stocks Everything I see"
[X Link](https://x.com/emilhartela/status/1934926187869921740) 2025-06-17T10:48Z [---] followers, [---] engagements
"What sets Haypp apart is that its a pure-play e-commerce platform built specifically for nicotine pouches. That gives it a structural edge. Big players like $BTI and $PMI are still tied to old-school retail and distribution models; theyd be shooting themselves in the foot trying to go DTC. Even if they wanted to it's not straightforward. Setting up a compliant efficient e-commerce operation takes serious logistics age verification systems warehousing fulfillment; all stuff Haypp already has dialed in. Its not a core strength for the tobacco giants. More importantly they risk cannibalizing"
[X Link](https://x.com/emilhartela/status/1943855633956319579) 2025-07-12T02:11Z [---] followers, [---] engagements
"Poll results on $HAYPP Q2 revenue: Using midpoints of the ranges the average from voters is roughly [---] MSEK. Will post my own prediction later. Where do you think Haypp Groups Q2 revenue will land $HAYPP Where do you think Haypp Groups Q2 revenue will land $HAYPP"
[X Link](https://x.com/emilhartela/status/1945717383441629656) 2025-07-17T05:29Z [---] followers, [----] engagements
"Asked ChatGPT to dig up every Q2 [----] revenue estimate for Haypp Group. Heres the consensus: Analyst avg: SEK 955m (TipRanks MarketScreener) FactSet outlier: SEK 1.01b (TradingView) Market range: 9501010m SEK Some bullish revisions post-Q1; consensus remains tight Fairly in line with the poll I ran which averaged out at [---] MSEK. Poll results on $HAYPP Q2 revenue: Using midpoints of the ranges the average from voters is roughly [---] MSEK. Will post my own prediction later. Poll results on $HAYPP Q2 revenue: Using midpoints of the ranges the average from voters is roughly [---] MSEK. Will post my"
[X Link](https://x.com/emilhartela/status/1945726665595682991) 2025-07-17T06:06Z [---] followers, [---] engagements
"3. The insight engine Haypp isnt just an e-commerce play. Its also a data and media company. Their ability to analyze and monetize consumer behavior gives them a second income stream; and more importantly it subsidizes the core business. They can afford to run distribution at razor-thin margins (or even losses) to gain share because the insight side pays for it. Competing on price with Haypp isnt difficult. Its impossible. Most competitors either run out of money or violate rules trying to keep up"
[X Link](https://x.com/emilhartela/status/1953777574464958687) 2025-08-08T11:17Z [---] followers, [---] engagements
"4. Why Haypp is suited to dominate Deep ties to manufacturers like BAT Strong internal knowledge of what regulators are looking for Scale that brings down per-unit cost on every level Real-time optimization of dozens of domains via ML High customer retention in a sticky category But the real moat is recursive scale; a flywheel thats already spinning: More scale more data better targeting higher value per customer more leverage lower prices more customers more data. Each loop tightens the gap between Haypp and everyone else"
[X Link](https://x.com/emilhartela/status/1953777576561787094) 2025-08-08T11:17Z [---] followers, [---] engagements
"6. Competition The competitive set is smaller than people think. Players like Prilla exist; and yes they currently have Zyn in stock while Haypp doesnt; but structurally theyre playing a different game. Theyre small. They lack scale. They lack regulatory integration. They lack a data model. Most will hit a wall: either regulatory financial or operational. Meanwhile Haypp is already operating on margins that others cant touch"
[X Link](https://x.com/emilhartela/status/1953777581787926799) 2025-08-08T11:17Z [---] followers, [---] engagements
"7. Whats the opportunity The nicotine pouch category is still early but growing fast. Global demand is exploding. Haypp sits at the center. They have: The scale to dominate distribution The data to guide producers The pricing power to outcompete The credibility to interface with regulators If this continues; and if there are no major bans; Haypp could easily become a $10B+ company in a $100B+ category"
[X Link](https://x.com/emilhartela/status/1953777584757780880) 2025-08-08T11:17Z [---] followers, [---] engagements
"https://open.substack.com/pub/emilhartela/p/the-pitch-turning-point-brands-betr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/emilhartela/p/the-pitch-turning-point-brands-betr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
[X Link](https://x.com/emilhartela/status/1959545791191695717) 2025-08-24T09:18Z [---] followers, [---] engagements
"3/ Heres what Im doing. First I ordered every book I can find about biotech investing to prepare myself to size the opportunity. Next Ill start doing deep dives into a handful of companies to see if were finally at the tipping point"
[X Link](https://x.com/emilhartela/status/1960067889928491317) 2025-08-25T19:52Z [---] followers, [---] engagements
"4/ So far Ive identified $RXRX (Recursion) and $TEM (Tempus) as two strong contenders to become big winners. My thinking goes like this: first well see radical improvements in decision-making powered by massive amounts of data"
[X Link](https://x.com/emilhartela/status/1960067892696748422) 2025-08-25T19:52Z [---] followers, [---] engagements
"8/ My question: beyond $RXRX and Tempus which companies do you think will be the future leaders of this biotech revolution"
[X Link](https://x.com/emilhartela/status/1960067901697982846) 2025-08-25T19:52Z [---] followers, [---] engagements
"1/ Most people have by now heard of nicotine pouches like Zyn and seen the stock prices of $PM and $BTI rise over the past two years. But theres one nicotine pouch producer that I think will soon have far more exposure to the trend"
[X Link](https://x.com/emilhartela/status/1960076380676428120) 2025-08-25T20:26Z [---] followers, [--] engagements
"2/ The company is $TPB. They own FRE and ALP the latter a 50/50 joint venture with Tucker Carlson. Both brands have grown tremendously over the past year. Yet this is only the beginning; pouches make up just 25% of sales today but I believe the majority of revenue will come from them in a few years"
[X Link](https://x.com/emilhartela/status/1960076383029202958) 2025-08-25T20:26Z [---] followers, [---] engagements
"The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below"
[X Link](https://x.com/emilhartela/status/1961432037362962496) 2025-08-29T14:13Z [---] followers, [----] engagements
"$TEM tempus ai is one of the most fascinating companies ive come across in a while. yet the chatter on X is mostly just chartists drawing crayons instead of talking about the actual business. The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below https://t.co/9TE9i4mS7a The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below https://t.co/9TE9i4mS7a"
[X Link](https://x.com/emilhartela/status/1961524219298054383) 2025-08-29T20:19Z [---] followers, [----] engagements
"I generally think $tem has some of the best potential out there. sure some will say its expensive but being part of the healthcare revolution is a must long term. the only thing i wonder about is whether the ceo is loyal enough to the grand vision. Write-up below The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below https://t.co/9TE9i4mS7a The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below"
[X Link](https://x.com/emilhartela/status/1961526139412988333) 2025-08-29T20:27Z [---] followers, [---] engagements
"Today Anthropic got valued at $183B. If we apply the same logic vertical LLM players like Tempus should be trading way higher. $TEM We've raised $13 billion at a $183 billion post-money valuation. This investment led by @ICONIQCapital will help us expand our capacity improve model capabilities and deepen our safety research. We've raised $13 billion at a $183 billion post-money valuation. This investment led by @ICONIQCapital will help us expand our capacity improve model capabilities and deepen our safety research"
[X Link](https://x.com/emilhartela/status/1962931948701008364) 2025-09-02T17:33Z [---] followers, [---] engagements
"A year ago I tweeted that $PLTR could trade way higher. Looking back now it aged well. Makes me wonder if my $TEM takes will do the same. Ive known about Palantir $PLTR for a while but only recently took a deeper look. The current valuation seems very high but the future potential of AI replacing employees in many corporate functions is massive. Imagine companies cutting 10%+ of their workforce and fixed costs https://t.co/wxi9vTQdRG Ive known about Palantir $PLTR for a while but only recently took a deeper look. The current valuation seems very high but the future potential of AI replacing"
[X Link](https://x.com/emilhartela/status/1962934261549260981) 2025-09-02T17:42Z [---] followers, [---] engagements
"@ChartSetup In growth markets I would guesstimate roughly [---] MSEK annually (2024)"
[X Link](https://x.com/emilhartela/status/1963934542420423080) 2025-09-05T11:57Z [---] followers, [--] engagements
"The healthcare/genetics wave is forming; even Bill Gates was discussing it right next to Trump; Im watching $TEM and $RXRX Quite a hot mic moment on CCTV in Beijing today as Putin and Xi both [--] years old are caught casually talking about living to [---] and maybe forever thanks to organ transplants. (As picked up by Bloomberg.) https://t.co/kC4VTRaobq Quite a hot mic moment on CCTV in Beijing today as Putin and Xi both [--] years old are caught casually talking about living to [---] and maybe forever thanks to organ transplants. (As picked up by Bloomberg.) https://t.co/kC4VTRaobq"
[X Link](https://x.com/emilhartela/status/1964256666834112884) 2025-09-06T09:17Z [---] followers, [----] engagements
"Everything tied to the primary AI stack is rocketing in valuation. The secondary and tertiary winners arent priced in yet. I think Tempus $TEM could be one. Writing a deep dive on $TEM now; will post soon. The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below https://t.co/9TE9i4mS7a The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below https://t.co/9TE9i4mS7a"
[X Link](https://x.com/emilhartela/status/1966169000653807794) 2025-09-11T15:56Z [---] followers, [---] engagements
"Have been digging into Tempus AI for almost a month and kept delaying because theres always something new to research. Decided to just publish and update as I learn more. Ended up at 10k words. Heres the deep dive 👇 $TEM"
[X Link](https://x.com/emilhartela/status/1970191016151097644) 2025-09-22T18:18Z [---] followers, [--] engagements
"Remember when Palantir sat under the radar known but not understood Thats exactly where Tempus AI is today. My 10000-word deep dive unpacks why👇 $TEM $PLTR https://t.co/NfI8DIDQqZ https://t.co/NfI8DIDQqZ"
[X Link](https://x.com/emilhartela/status/1970193095389220873) 2025-09-22T18:26Z [---] followers, [----] engagements
"If you dont understand Tempus AI this piece might help. 10k words on the business data moat and upside potential 👇 $TEM"
[X Link](https://x.com/emilhartela/status/1970193478236684746) 2025-09-22T18:28Z [---] followers, [----] engagements
"$TEM trades like a chartists stock but under the surface sits a misunderstood AI business. My deep dive covers it all 👇"
[X Link](https://x.com/emilhartela/status/1970194621197328609) 2025-09-22T18:32Z [---] followers, [----] engagements
"One intriguing catalyst for $TEM; they partner with a wearable giant like Apple or Whoop. Brand awareness goes through the roof. Imagine predictive cancer detection via real-time data; Olivia could become the #1 health app overnight. What do you think about the possibility to acquire or partner with a wearable company too sci-fi"
[X Link](https://x.com/emilhartela/status/1970522456159854979) 2025-09-23T16:15Z [---] followers, [---] engagements
"1/ Have you ever pondered why healthcare remains entrenched in outdated practices while technology surges forward Consider Tempus AI $TEM a company poised to convert trillions of underutilized medical data points into transformative artificial intelligence. I have recently published an in-depth analysis on my Substack. Here is a concise overview to pique your interest 👇"
[X Link](https://x.com/emilhartela/status/1970541214660284747) 2025-09-23T17:30Z [---] followers, [----] engagements
"$TEM price action is very peculiar. Sold calls for a massive profit days ago; just bought them back for less than half"
[X Link](https://x.com/emilhartela/status/1970902037761229004) 2025-09-24T17:23Z [---] followers, [---] engagements
"Tempus AI is a fascinating company but the CEO makes me pause. Eric Lefkofsky has been selling under a pre-planned 10b5-1; [------] shares just filed ($28M) on top of 500000+ shares already moved through his entities. CEO conviction is a big part of the story something I touched in my deep dive 👇"
[X Link](https://x.com/emilhartela/status/1971461290163065247) 2025-09-26T06:26Z [---] followers, [---] engagements
"Trumps new AI push in pediatric cancer puts fresh spotlight on biotech + AI convergence. Expect long-term tailwinds for names like $RXRX and $TEM as more investors start connecting the dots. Sector visibility only going up. BREAKING: President Trump signs executive order to use AI to fight pediatric cancer "We're going to defeat childhood cancer once & for all." https://t.co/2Q4m3ncu4z BREAKING: President Trump signs executive order to use AI to fight pediatric cancer "We're going to defeat childhood cancer once & for all." https://t.co/2Q4m3ncu4z"
[X Link](https://x.com/emilhartela/status/1973131529732723045) 2025-09-30T21:03Z [---] followers, [----] engagements
"Theres been a lot of hype around $ABCL after some bigger twitter names recommended it. I havent looked at it too closely; but what makes ABCL more interesting than $RXRX or even $TEM ABCL is soon near the same mcap as RXRX yet RXRX has a further pipeline and arguably stronger tech. am i missing something about ABCL or is RXRX just underpriced"
[X Link](https://x.com/emilhartela/status/1973736550773969054) 2025-10-02T13:07Z [---] followers, [---] engagements
"I truly believe AI + healthcare + biotech will be the biggest boom of the next [--] years. sitting it out feels like the real risk. "The age of AI has begun. And it's transforming every industry including medicine. The Cancer AI Alliance is pioneering a new approach: federated learning allowing researchers to collaborate without sharing data. CAIA is connecting cancer centers accelerating breakthroughs and "The age of AI has begun. And it's transforming every industry including medicine. The Cancer AI Alliance is pioneering a new approach: federated learning allowing researchers to collaborate"
[X Link](https://x.com/emilhartela/status/1973737235196653914) 2025-10-02T13:10Z [---] followers, [----] engagements
"Shifted a big chunk of my portfolio into biotech and tech-bio a few months back. The sectors up roughly 20% since then. Timings been excellent so far and I still believe this is only the beginning. $TEM $RXRX $PRME $CRSP 2/ Now I once again find myself wondering: is this the moment Could buying biotech or techbio today be like buying Amazon in [----] https://t.co/50RmQ2jxRt 2/ Now I once again find myself wondering: is this the moment Could buying biotech or techbio today be like buying Amazon in [----] https://t.co/50RmQ2jxRt"
[X Link](https://x.com/emilhartela/status/1975248451274482028) 2025-10-06T17:15Z [---] followers, [----] engagements
"Great book Would recommend"
[X Link](https://x.com/emilhartela/status/1975464059907825757) 2025-10-07T07:31Z [---] followers, [---] engagements
"@leemsegit Are there any other ones you like a bit similar to Zero to One"
[X Link](https://x.com/emilhartela/status/1975473387096138192) 2025-10-07T08:08Z [---] followers, [--] engagements
"The market seems to be down because Oracle is losing money from renting Nvidia chips. My thesis is that TechBio and Biotech will be the biggest winners of all the compute. Oracle making a loss actually seems like a good thing for TechBio and Biotech. Buy more I should"
[X Link](https://x.com/emilhartela/status/1975604093793239086) 2025-10-07T16:48Z [---] followers, [---] engagements
"Finally some news on the San Francisco case. Haypps US subsidiary Northerner has reached a settlement for [--] M USD; [--] M was already reserved. The remaining [--] M USD will be booked as items affecting comparability in Q3 [--]. A small sum overall; one less thing to worry about. $Haypp Groups subsidiary Northerner Scandinavia Inc reaches settlement with the San Francisco City Attorney Haypp Group announces that the companys US subsidiary Northerner Scandinavia Inc has reached a settlement in the lawsuit filed by the San Francisco City Attorney in $Haypp Groups subsidiary Northerner Scandinavia Inc"
[X Link](https://x.com/emilhartela/status/1975807333545463840) 2025-10-08T06:15Z [---] followers, [---] engagements
"My aggressive TechBio rotation about a month ago is paying off. YTD up 200%. $TEM"
[X Link](https://x.com/emilhartela/status/1975995674232868917) 2025-10-08T18:44Z [---] followers, [---] engagements
"The entire biotech markets combined market cap is smaller than Nvidias. That doesnt seem right. I think theres a good chance $XBI rallies 50% in a short period. $TEM $PRME $RXRX BREAKING: Nvidia $NVDA surges to a record high market cap of $4.75 trillion. The stock has now added +$2.6 TRILLION of market cap since its April 7th low. https://t.co/1qi9PHCbm0 BREAKING: Nvidia $NVDA surges to a record high market cap of $4.75 trillion. The stock has now added +$2.6 TRILLION of market cap since its April 7th low. https://t.co/1qi9PHCbm0"
[X Link](https://x.com/emilhartela/status/1976336813574017357) 2025-10-09T17:19Z [---] followers, [----] engagements
"$STOCKA $MEKKO Marimekko among Stockmanns top [---] shareholders 🧐"
[X Link](https://x.com/emilhartela/status/1666555084405194752) 2023-06-07T21:17Z [---] followers, [---] engagements
"Interesting stock $KHG KH group. Market cap [--] mil owns KH koneet (rev 200mil) and a large portion of indoor group"
[X Link](https://x.com/emilhartela/status/1678765997405409284) 2023-07-11T13:59Z [---] followers, [---] engagements
"KH koneet EV est: [--] mil - [---] mil Indoor group EV est net to $KHG: [--] mil [----] mil debt: [--] mil if indoor group get sold for a fair price the stock could double. $KHG is also a potential acquisition target. + Web traffic for KH koneet looks good"
[X Link](https://x.com/emilhartela/status/1678765999867453444) 2023-07-11T13:59Z [---] followers, [---] engagements
"@Tintincapital Interested to hear your main reason for selling $HAYPP: is it more about fear of the overall stock market or specific risks tied to $HAYPP itself"
[X Link](https://x.com/emilhartela/status/1858569519930957894) 2024-11-18T17:54Z [---] followers, [---] engagements
"Both FRE and ALP are performing well in web traffic. If $TPB and Tucker can significantly grow these brands $TPB could become a pure play on nicotine pouches over time. Currently they represent a small part of $TPB but could quickly become a substantial portion of sales. Don't know how I missed this: $TBP is in a joint venture with Alp Pouch and has their own FRE Pouch brand. Their traditional tobacco products are generating strong cash flow making the company seem undervalued on a FCF basis. The stock has risen a lot this year but could still Don't know how I missed this: $TBP is in a joint"
[X Link](https://x.com/emilhartela/status/1866562724458582327) 2024-12-10T19:16Z [---] followers, [----] engagements
"$HAYPP capital markets day on [--] april"
[X Link](https://x.com/emilhartela/status/1889941629936738465) 2025-02-13T07:36Z [---] followers, [---] engagements
"Turns out deepseek increased demand for $NBIS after all. The 40% deepseek dip was an insane buying opportunity. Despite DeepSeeks radical cost slash we wont need 90% fewer servers. Future emulated mindswith heavier memory self-improvement loops and built-in randomnesswill demand 100x more capacity. If DeepSeek can do this with fewer params imagine bigger models. $NBIS stands to https://t.co/xvcvVcje9f Despite DeepSeeks radical cost slash we wont need 90% fewer servers. Future emulated mindswith heavier memory self-improvement loops and built-in randomnesswill demand 100x more capacity. If"
[X Link](https://x.com/E_H_acc/status/1892584652616982937) 2025-02-20T14:38Z [---] followers, [---] engagements
"Closed my small $HIMS short. Earnings look solid Shorted due to wild Q4 rev hype like (510) GLP-1 uncertainty & high stock comp. Great company but sentiment was off. Interesting time to get back in"
[X Link](https://x.com/E_H_acc/status/1894138388887875678) 2025-02-24T21:32Z [---] followers, [---] engagements
"Your point on M2 not driving asset performance is interesting but how do we explain inflation being lower than M2 growth while equities and bonds keep rising Using the Fisher Equation (MV = PT) changes in M2 should impact prices or transactions but M2 velocity (V) has slowed significantlylikely because capital is flowing into less liquid assets like equities and bonds (as seen in FRED data and FXEmpire analysis). This ties up money reducing its circulation in the real economy keeping consumer inflation low while inflating asset prices. Isnt this velocity slowdown the missing link Dual-axis"
[X Link](https://x.com/E_H_acc/status/1894795795108634767) 2025-02-26T17:04Z [---] followers, [---] engagements
"I got this strong feelin of impendin growth in biotech. Been trackin the sector for a while and Im gettin more and more hyped just lookin at it. Take CRISPR Therapeutics $CRSP - Casgevy alone could probably justify their entire market cap. Then Phase [--] pipeline: CTX112 CTX131 CTX310 CTX320 risk-adj with solid odds some go through long-term. Research adds more upside. With techbio hyperchargin the sector Id be surprised if we dont see new all-time highs for many biotech stocks in the next two years. Whys $CRSP so cheap https://twitter.com/i/web/status/1968735736519065715"
[X Link](https://x.com/emilhartela/status/1968735736519065715) 2025-09-18T17:55Z [---] followers, [----] engagements
"My latest Execution Memo is live. Netflix short +45% in 21h Nebius post-mortem (how I sold too early) Haypp Q3 setup Why biotech is setting up for mania Execution Memo No. [---] https://t.co/8LUmCxzd9y Execution Memo No. [---] https://t.co/8LUmCxzd9y"
[X Link](https://x.com/emilhartela/status/1973787941848965607) 2025-10-02T16:31Z [---] followers, [---] engagements
"Turning Point Brands has taken a breather while FRE and ALP keep compounding almost exponentially. The company has also moved from proof of concept to over a quarter of sales coming from nicotine pouches. Still looks bullish. $TPB Both FRE and ALP are performing well in web traffic. If $TPB and Tucker can significantly grow these brands $TPB could become a pure play on nicotine pouches over time. Currently they represent a small part of $TPB but could quickly become a substantial portion of sales. https://t.co/4WIlB7GvWJ Both FRE and ALP are performing well in web traffic. If $TPB and Tucker"
[X Link](https://x.com/emilhartela/status/1975211003035148530) 2025-10-06T14:46Z [---] followers, [----] engagements
"Great idea. My Substack $TPB pitch got a decent bit of attention so I think its time for a deeper dive. I still think $TPB looks like a really good deal here. The main reason its not fully priced in is probably a mix of low investor awareness and skepticism about the eventual size of the pouch market once it matures. I personally think the market ends up somewhere around $40B and a 10% share for $TPB long term feels very achievable. If that plays out its not hard to see the stock trading much higher than today. Feels like were at a bit of a tipping point now; nicotine pouches have proven"
[X Link](https://x.com/emilhartela/status/1975581907053113366) 2025-10-07T15:20Z [---] followers, [---] engagements
"Latest execution memo out 👇 $TPB https://t.co/nmD0I15dY3 https://t.co/nmD0I15dY3"
[X Link](https://x.com/emilhartela/status/1975592839942635571) 2025-10-07T16:03Z [---] followers, [----] engagements
"Groks new image generation from still photos is scary good. For now models like this might not add much to global productivity; but the underlying tech will. The same knowledge could power cell modeling drug discovery and breakthroughs in how we cure disease. $RXRX $TEM"
[X Link](https://x.com/emilhartela/status/1977417319501775267) 2025-10-12T16:53Z [---] followers, [----] engagements
"A bit of PEAD U.S. MNA interest and a clear AI-6G narrative; Nokia could re-rate fast. $NOK $NOK calls look interesting 🧐 $NOK calls look interesting 🧐"
[X Link](https://x.com/emilhartela/status/1983219585949315446) 2025-10-28T17:09Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DeadOil3000 DeadOil3000
DeadOil3000 posts on X about $haypp, $tem, $tpb, strong the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
Mentions: [--] #
Followers: [---] #
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries technology brands exchanges currencies travel destinations cryptocurrencies fashion brands social networks
Social topic influence $haypp #6, $tem, $tpb, strong, ai, $nbis, revenue, business, stocks, bullish
Top accounts mentioned or mentioned by @blirikp @mvcinvesting @hcapinvesting @pedrolamento @govikings69 @lycheeven @deadoil3000 @tickerplus @hayppgroup @raoulgmi @realvision @wusatiuk @obscurvaluation @valuehurts @madscapital @seanybop5 @divergent7651 @lasse108 @kostaspanagias @dividendology
Top assets mentioned Tempus AI, Inc. (TEM) Nebius Group N.V. Class A Ordinary Shares (NBIS) Palantir Technologies Inc. (PLTR) Recursion Pharmaceuticals, Inc. (RXRX) British American Tobacco (BTI) Philip Morris International Inc. (PM) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) CRISPR Therapeutics AG (CRSP) Prime Medicine, Inc. (PRME) Velo (VELO) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"(2) Q3 speculation: -Stockmann better than expected results based on web-traffic especially during "hullut pivt". -Lindex strong performance around august. Could be a very strong quarter"
X Link 2023-10-25T18:12Z [--] followers, [--] engagements
"(3): -What will replace the LVMH store -Has the value of the stock dropped only because otherwise weak market (buying opportunity before earnings) [------] Capital markets day"
X Link 2023-10-25T18:12Z [--] followers, [--] engagements
"(4): Short term trading stock before capital markets day could be an interesting strategy. The current share price of [---] Eur seems very oversold from the [--] top after the possible name change announcement"
X Link 2023-10-25T18:12Z [--] followers, [--] engagements
"$STOCKA Stockmann up 70% after this tweet. Time for a more precise valuation range. Lindex valuation range year -2026: (1) [---] million - [----] million (2) (3) target price"
X Link 2023-12-24T11:25Z [--] followers, [--] engagements
"(1) if Stockmann is not able to divest the b&m division in two years the current stock price [----] Eur seems right"
X Link 2023-12-24T11:25Z [--] followers, [--] engagements
"(3) My current price target for the stock is a weighted average of the different scenarios. No divestment or improvement in lindex performance 50% weight: [---] million. Stockmann b&m is divested but lindex remains the same 45% weight: [---] million"
X Link 2023-12-24T11:25Z [--] followers, [--] engagements
"(3.1) Stockmann b&m is divested and lindex improves 5% weight: [----] Million Average price: [---] Million [---] Eur per share by year 2026"
X Link 2023-12-24T11:25Z [--] followers, [--] engagements
"$STOCKA ticker and group name changes to $LINDEX. One step closer to unlocking the value of Lindex: [---] million euro - [---] million euro current market cap [---] million euro. [--] % - [----] % upside"
X Link 2024-03-22T09:37Z [---] followers, [---] engagements
"$STOCKA $LINDEX As the Lindex Group's restructuring nears completion it's time to think about maximizing shareholder value. My suggestion Sell the omni-channel warehouse & lease it back unlocking significant capital. With this cash + 2024's earnings Lindex could potentially buy back up to 1/3 of its outstanding shares. Yet there's a hurdle: current owners might lean towards safe regular dividends seeing them as less risky than a bold share buyback. Convincing them to forgo the "boring" dividends for a potentially higher value strategy will be challenging"
X Link 2024-03-22T13:22Z [---] followers, [----] engagements
"(6) Financially Lovesac is in a strong position with no significant debt and substantial cash reserves of $87 million. The price-to-sales ratio stands at approximately [----]. If the company were to reduce compensation and selling expenses the EV/FCF could potentially tighten to closer to three indicating a cheaper valuation. However prioritizing cost-cutting over growth may not necessarily be the optimal strategy highlighting the companys affordable valuation in its current growth-focused approach"
X Link 2024-04-19T10:21Z [--] followers, [--] engagements
"(7) Lovesac has been actively expanding opening new showrooms and increasing its staff count. Given the aggressive growth strategy a major concern is the potential impact of an economic recession. A key question remains: When will consumer confidence rebound significantly Could we see a resurgence by 2027"
X Link 2024-04-19T10:21Z [--] followers, [--] engagements
"5/ Haypp Group is well-managed with leadership experience from major tobacco companies. The former CEO of British American Tobacco brings valuable industry insights and expertise to the team"
X Link 2024-07-30T08:30Z [--] followers, [--] engagements
"6/ The nicotine pouch sector is naturally suited for online sales offering lower costs and easier customer acquisition. Haypp Group leverages this advantage enhancing their market reach and efficiency"
X Link 2024-07-30T08:30Z [--] followers, [---] engagements
"9/ In summary Haypp Group stands out in the nicotine pouch market due to its focused strategy experienced management and alignment with consumer trends. While there are risks the growth potential is significant"
X Link 2024-07-30T08:30Z [---] followers, [---] engagements
"1/9 This Friday Haypp released its Q2 [----] results which exceeded expectations across the board. Let's delve into the numbers and explore why this company may be significantly undervalued"
X Link 2024-08-10T10:52Z [---] followers, [----] engagements
"2/9 In Q2 [----] Haypp reported a 23% increase in net sales reaching SEK [-----] million. The nicotine pouch category grew by 43% adding [------] new active customers now totaling [------]. Profitability in growth markets turned positive for the first time(haypp-group-q2-2024-en)"
X Link 2024-08-10T10:52Z [---] followers, [---] engagements
"6/9 Few companies have the potential to multiply their market cap 20-30x within six years. Haypps unique combination of rapid growth strong market positioning and operational efficiency positions it as a standout in today's market"
X Link 2024-08-10T10:52Z [---] followers, [---] engagements
"7/9 There is also the possibility of acquisition along the way which could drive short-term price appreciation. Haypps market dominance and robust growth make it an attractive acquisition target for larger industry players"
X Link 2024-08-10T10:52Z [---] followers, [----] engagements
"Sam Altman CEO of OpenAI says 'Its better to capture a big part of a small market than a small part of a big market.' When people desperately need what you offer this approach works wonders. This perfectly describes @HayppGroup - 85% of the nicotine pouch market a small part of the massive nicotine and tobacco industry. $HAYPP https://youtube.com/shorts/4ZJXrjYtm2Ysi=s3sxa-bcmja6EMdu https://youtube.com/shorts/4ZJXrjYtm2Ysi=s3sxa-bcmja6EMdu"
X Link 2024-08-12T18:45Z [---] followers, [----] engagements
"Oslo struggles to solve mystery of Norwegian krones decline @RaoulGMI @RealVision have a take on this https://on.ft.com/473BXYl https://on.ft.com/473BXYl"
X Link 2024-08-16T07:03Z [---] followers, [----] engagements
"$Lindex Group's stock dropped from [---] to [---] but we're nearing an end to the restructuring process. The potential sale of the zombie division Stockmann could drive multiple expansion. Dividends might also be on the horizon"
X Link 2024-08-20T07:01Z [---] followers, [----] engagements
"@wusatiuk Similar web via tickertrends"
X Link 2024-09-03T19:35Z [---] followers, [---] engagements
"The Licensing Unit of the City of Stockholm proposes to revoke the Swedish sales permit for traditional snus The Licensing Unit within the Social Welfare Department of the City of Stockholm (the Licensing Unit) has drafted a proposal ahead of the Licensing Committee's meeting on September [--] [----]. The proposal sets out that Snusbolaget Norden's sales permit for tobacco products on the Swedish market be revoked. While snus in Sweden is not strategically important for the Group at approximately 20% percent of Haypp Group's total net sales during the second quarter of [----] and declining our"
X Link 2024-09-03T20:16Z [---] followers, [---] engagements
"It seems this action is specifically focused on Haypp's subsidiary Snusbolaget. However it reflects Sweden's overall stance on snus which could accelerate the shift towards nicotine pouches. Additionally Snusbolaget holds a significant market share in online snus sales in Sweden. Ill look into it further to see if theres an official letter"
X Link 2024-09-03T20:44Z [---] followers, [---] engagements
"The data for the UK is quite tricky because the websites serving the UK also operate in Sweden and the DACH region making it difficult to isolate UK-specific data. Unfortunately I can't provide a chart just for the UK. However I would estimate that the growth in the UK is likely higher than the 58% YTD growth of http://Haypp.com http://Haypp.com"
X Link 2024-09-03T20:52Z [---] followers, [---] engagements
"@PedroLamento @ObscurValuation @valuehurts Absolutely nicotine pouches should never be given to children. The key point here is understanding the relative harm compared to other substances we consume. If nicotine pouches can reduce the harm compared to smoking they could potentially save lives"
X Link 2024-09-04T18:56Z [---] followers, [---] engagements
"@PedroLamento @MadsCapital Agreed hopefully this happens via a buyout and not by competition"
X Link 2024-09-04T19:08Z [---] followers, [---] engagements
"@blirikp I got the graph from tickertrends. They get their data from similarweb. You should be able to find something similar to the one from tickertrends on similarwebs own page"
X Link 2024-09-15T13:02Z [---] followers, [--] engagements
"@blirikp however the packages that give you access to +6 month historical data is really expensive on similarweb. Tickertrends is way cheaper"
X Link 2024-09-15T13:10Z [---] followers, [--] engagements
"@blirikp That does seem odd August was weak traffic wise but not the worst month ytd. Highly recommend its like [--] usd a month: a fraction of similarweb. http://tickertrends.io http://tickertrends.io"
X Link 2024-09-15T13:27Z [---] followers, [--] engagements
"Since its IPO $HAYPP Groups return has been only 27% despite having doubled its revenue and improved profitability. The adoption of nicotine pouches has also been faster than expected. The current valuation looks quite attractive and if we see a small correction in the market that pushes the price down further the stock could become even more compelling"
X Link 2024-09-16T10:37Z [---] followers, [----] engagements
"@mvcinvesting $HAYPP"
X Link 2024-09-16T10:42Z [---] followers, [---] engagements
"@blirikp Agree Right now snushjem is lower then the US sites and snuslagret is higher The calculation still seems pretty accurate because snuslagret is over 4x bigger then snushjem. Resulting in a weighted average of 56% for norway"
X Link 2024-09-16T14:09Z [---] followers, [---] engagements
"Continuing my research on the qualitative aspects of the US websites I compared them to a smaller competitor thats recently overtaken Nicokick and Northerner in ZYN-related keywords. Prilla doesnt seem to perform as well as Nicokick and Northerner across most other factors. Also if my scoring correlates with profit margins Prilla is doing worse than $HAYPP Group"
X Link 2024-09-16T15:54Z [---] followers, [---] engagements
"Been tracking $HAYPP for a while recently discovered $HITI. Both have high growth low margins strong management and regulatory hurdles. They also have similar web traffic (2M monthly users) but $HAYPP generates $100M in revenue per quarter while $HITI only gets $10M from e-commerce. Can $HITI unlock more from its online presence"
X Link 2024-09-17T18:24Z [---] followers, [----] engagements
"@seanybop5 The low margins aren't ideal but I believe the combination of relatively low valuations high growth and capital-light business models offers a much better opportunity than the cyclical businesses that seem popular on Fintwit"
X Link 2024-09-17T19:04Z [---] followers, [---] engagements
"Google Trends: Nicotine Pouch Searches Have 5x'd in Just [--] Years It's still early days in the growth phase for nicotine pouches. The interest is booming but how do you capitalize on this surge 1/3 $HAYPP $BAT $PM 1/ Considering the rapidly evolving landscape of the nicotine pouch market Haypp Group is a company that stands out. Here's why this pure-play leader might be worth your attention. $HAYPP 1/ Considering the rapidly evolving landscape of the nicotine pouch market Haypp Group is a company that stands out. Here's why this pure-play leader might be worth your attention. $HAYPP"
X Link 2024-09-22T14:03Z [---] followers, [----] engagements
"Companies like Philip Morris $PM and British American Tobacco $BAT are giants but they offer limited exposure to the pure nicotine pouch play. Most of the other players arent publicly listed which narrows the field considerably for investors who want direct exposure. 2/3"
X Link 2024-09-22T14:03Z [---] followers, [---] engagements
"This proposal mirrors Norways approach: lowering nicotine content might benefit the sellers since users can always double up on pouches. However the adult flavors like menthol mint tea ginger rosemary and wood seem a bit absurd. The intent is to curb underage use and shift snus users to legal nicotine pouches. Its a clear signal for other countries looking to implement similar regulations. Im in favor of nicotine pouches but with enough regulation to ensure smaller players cant easily compete with $HAYPP"
X Link 2024-09-24T10:48Z [---] followers, [---] engagements
"5. Brands Haypp Group operates a variety of e-commerce brands across multiple key markets focusing on nicotine pouches and snus. Their strongest brands include Snusbolaget Northerner and Nicokick alongside several others tailored to specific geographies. Heres a breakdown of their operations and growth trends: Snusbolaget: Focused on traditional snus Snusbolaget dominates Swedens snus market but is experiencing a gradual decline as nicotine pouches gain popularity. Despite this shift Snusbolaget remains a key brand in Scandinavia representing roughly 20% of Haypps revenue. Northerner &"
X Link 2024-09-28T16:24Z [---] followers, [----] engagements
"@Divergent7651 What do you think about $CELH The stock seems to have taken a beating"
X Link 2024-09-29T09:31Z [---] followers, [---] engagements
"Ive known about Palantir $PLTR for a while but only recently took a deeper look. The current valuation seems very high but the future potential of AI replacing employees in many corporate functions is massive. Imagine companies cutting 10%+ of their workforce and fixed costs through AI automationthe value of that market is staggering. The CEO sees $700B potential and I think it could be even more. Palantir seems best positioned to dominate this space. Given the lofty valuation to sales: out-of-the-money long-dated call options could be the optimal way to play this. #NotLudditeFriendly"
X Link 2024-09-30T07:50Z [---] followers, [---] engagements
"So the only rational move is to buy Ehang $EH right I mean in five years every guy in China will be cruising around in a robotaxi eVTOL right Chinese Premier Li Qiang effectively telling concerned departments and provincial leaders to Get your asses moving on stimulus 😅 $KBA $KWEB $MCHI $FXI Chinas premier affirms need for policy speed as stimulus package sets markets ablaze https://t.co/ZyG2D8jEMZ Chinese Premier Li Qiang effectively telling concerned departments and provincial leaders to Get your asses moving on stimulus 😅 $KBA $KWEB $MCHI $FXI Chinas premier affirms need for policy speed"
X Link 2024-09-30T12:42Z [---] followers, [---] engagements
"@lasse108 $Lindex"
X Link 2024-10-01T07:02Z [---] followers, [---] engagements
"$LINDEX is close to unlocking a lot of value. With restructuring nearly done they have new flexibility. Their omnichannel facility is ready and they could add 100M to the balance sheet by leasing it while still using the facility. There seems to be strong interest in Stockmanns B&M storesnow it's about who theyll trust to preserve the brands legacy. #Lindex sijoittajat huom Tss tuoretta matskua 🎥 siit Alingssin uudesta jakelukeskuksesta. Aika valmiiltahan tuo nytt. Ja tollanen tekojrvikin tehty siihen 🙂 https://t.co/q4aghd9jeR #Lindex sijoittajat huom Tss tuoretta matskua 🎥 siit Alingssin"
X Link 2024-10-01T07:52Z [---] followers, [----] engagements
"The key value catalyst for $LINDEX is the resolution of their ongoing 4-year legal dispute following their restructuring. The company owns two distinct businesses: Lindex which is similar to H&M and generates strong cash flows and Stockmann which is currently loss-making. Once the legal battle is settled they can offload Stockmann and focus on the more profitable Lindex. Additionally this would allow them to start paying dividends which should be a significant boost for shareholders. https://x.com/DeadOil3000/status/1841023334924026060 https://x.com/DeadOil3000/status/1841023334924026060"
X Link 2024-10-01T08:55Z [---] followers, [---] engagements
"Sweden's First North [--] Index hasn't performed well in recent years. However both Swedish services and manufacturing PMI are now in expansion and global rates are falling: very bullish signals. Sweden often leads market rebounds. When the Swedish market rallies again $HAYPP could see significant gains"
X Link 2024-10-01T12:02Z [---] followers, [---] engagements
"Good read: $PLTR is tough to explain but solid work. 🔮Palantir explained in the most basic way: People still ask What does Palantir do. Many are disingenuous but some honestly still dont understand it. Heres how I view Palantir at its most basic form: Lets start off with the name of the company Palantir. The name https://t.co/tPeRRqKy2m 🔮Palantir explained in the most basic way: People still ask What does Palantir do. Many are disingenuous but some honestly still dont understand it. Heres how I view Palantir at its most basic form: Lets start off with the name of the company Palantir. The"
X Link 2024-10-03T06:13Z [---] followers, [---] engagements
"Asked chatgpt o1 to value $pltr based on the [---] billion valuation of OpenAi Conservative Estimate: If we adjust Palantirs valuation proportionally based on profitability and revenues it could be valued at $100 billion or more. Optimistic Estimate: Considering growth potential and market trends the valuation could approach or even exceed OpenAIs especially if investor sentiment shifts"
X Link 2024-10-03T06:47Z [---] followers, [---] engagements
"$HIMS does seem to be growing at an incredible pace these past months and when annualized the growth is an impressive 77% For the month of August -- $HIMS website received [---] MILLION visits. This company could be growing a lot faster than people think. August - [---] Mil July - [---] Mil June - [---] Mil https://t.co/8RHNZGOtdN For the month of August -- $HIMS website received [---] MILLION visits. This company could be growing a lot faster than people think. August - [---] Mil July - [---] Mil June - [---] Mil https://t.co/8RHNZGOtdN"
X Link 2024-10-04T08:55Z [---] followers, [---] engagements
"@Govikings69 The chart is only for hims. The data for forhers isnt as good in august (pretty much flat). September on the other hand was great for forhers (almost 20% growth)"
X Link 2024-10-04T15:04Z [---] followers, [--] engagements
"@Govikings69 For hers 19% and hims like 08% for sept (data from till [--] sept ie missing [--] days of data). Also good to keep in mind that hims is [----] x larger then forhers web-traffic wise"
X Link 2024-10-04T15:21Z [---] followers, [--] engagements
"The nicotine pouch trend seems to have taken a breather after the ZYN shortage this summer affecting Northerner Nicokick and Prilla. It'll be interesting to see how long it takes for the US market to pick up steam again. On the other hand Haypp Groups European brands are doing well. I have a feeling that Haypps own site might soon be its largest: haypp com has grown almost 50% YTD"
X Link 2024-10-07T09:31Z [---] followers, [----] engagements
"I asked ChatGPT about companies that trade at a [---] P/S ratio. Wonder which one Haypp falls into: 1.Cyclical industries 2.Highly competitive markets 3.Declining growth prospects 4.Turnaround or distressed companies 5.Undervalued opportunities"
X Link 2024-10-08T09:43Z [---] followers, [----] engagements
"Chatgpt o1-preview is fascinating: Thank you for providing additional information. The fact that Haypp Group has low margins but possesses a competitive moat through size age verification and regulatory barriers is significant and impacts the valuation analysis. Impact of Low Margins Profitability Concerns: Low margins mean that the company retains less profit from each dollar of sales. This can affect cash flow and the ability to reinvest in the business. Valuation Implications: Generally companies with lower margins command lower P/S ratios because their sales translate into less profit."
X Link 2024-10-08T09:53Z [---] followers, [---] engagements
"@kostas_panagias @dividendology And don't forget the capital gains taxes it forces upon investors through asset inflation. The devaluation of currency pushes asset prices higher and we end up paying taxes on 'gains' that are really just a shift in future consumption"
X Link 2024-10-12T17:00Z [---] followers, [--] engagements
"Framework for valuing Haypp: Nicotine pouches are a superior alternative to smoking: they cause less harm are discreet and cost less. This sets up clear growth paths for the market forming a solid base for a DCF valuation. The challenge lies in accounting for regulatory risks. One simple method is applying a high cost of capital like 25% to capture this uncertainty. To refine the analysis you need to assess regulatory incentives in various regions. In Norway where smoking rates are low due to pouches and snus scrutiny has shifted to these products. Conversely in newer markets like the US the"
X Link 2024-10-15T19:25Z [---] followers, [---] engagements
"Great video on $HIMS I've said many times $HIMS has 100X potential. Here's an in depth explanation of why. TL;DR $HIMS is executing the same operational algorithm as $AMZN and $COST but for healthcare. https://t.co/bHzC3p7Z5U I've said many times $HIMS has 100X potential. Here's an in depth explanation of why. TL;DR $HIMS is executing the same operational algorithm as $AMZN and $COST but for healthcare. https://t.co/bHzC3p7Z5U"
X Link 2024-10-15T19:36Z [---] followers, [---] engagements
"$HIMS web traffic data for both Hims and ForHers shows solid activity. Using this data I've estimated Q3 revenue to be approximately $394 million. This estimate is based purely on traffic trends thus skipping a step and relying on correlation which leaves some causal error. It could still be very accurate: well find out soon on Q3 earnings. $HIMS to Announce Third Quarter [----] Financial Results on November [--] [----] Guidance: Revenue $375-380M Adj. EBITDA $35-40M Analysts Estimates: Revenue $381.5M (revised up from $379.3M) Adj. EBITDA $38.9M GAAP EPS $0.05 What are your expectations 🤔"
X Link 2024-10-15T21:35Z [---] followers, [----] engagements
"$HIMS continued: My analysis is based on web traffic to estimate net income and EPS. Usually there is more causal error when estimating earnings so this could very well be quite off compared to the revenue estimate down below. My estimate for HIMS Q3 EPS is [--] cents. $HIMS web traffic data for both Hims and ForHers shows solid activity. Using this data I've estimated Q3 revenue to be approximately $394 million. This estimate is based purely on traffic trends thus skipping a step and relying on correlation which leaves some causal error. It https://t.co/aoNCj5bCNj $HIMS web traffic data for"
X Link 2024-10-16T08:28Z [---] followers, [---] engagements
"@LycheEven Yes healthy competition in the market is great for $Haypp. The launch of Velo+ by $BTI could help balance $PM market share especially in the U.S"
X Link 2024-10-16T13:03Z [---] followers, [---] engagements
"The proposal to ban most nicotine pouch flavors in Finland is sparking debate as only one company currently produces the allowed flavors raising concerns about anti-competitive legislation. Funny enough I find the proposed flavors quite intriguing. I didnt even know most of these flavors existed: cant wait to try them https://www.kauppalehti.fi/uutiset/raivo-nikotiinipusseista-leviaa/486258a8-f41a-495c-9db9-e1d76be65251 https://www.kauppalehti.fi/uutiset/raivo-nikotiinipusseista-leviaa/486258a8-f41a-495c-9db9-e1d76be65251"
X Link 2024-10-16T13:11Z [---] followers, [---] engagements
"$HAYPP Interesting to see how Nicokick and Northerner have flipped in competitiveness within a month. Last month Nicokick seemed ahead but now Northerner has the upper hand. This shift likely stems from the downtrend in ZYN-related keywords/search volume which Nicokick and Prilla focused on while Northerner targeted broader terms like 'snus' and non-$PM brands like VELO. If Northerners improved performance continues we could regain momentum for $HAYPP. Notably Similarweb shows Prillas high click costs suggesting its edge comes from higher spendpromising as Nicokick and Northerner can boost"
X Link 2024-10-17T11:27Z [---] followers, [----] engagements
"Continuation in analyzing the Q2-Q3 web traffic delta to estimate Q3 revenue: last year total web traffic was down 45% during the same period while it's up 65% this year. However not all traffic is equal: growth markets drive more revenue due to larger purchase sizes etc. @DeadOil3000 Okay I understand. Can you see if web traffic was flat from Q2 to Q3 [----] and [----] @DeadOil3000 Okay I understand. Can you see if web traffic was flat from Q2 to Q3 [----] and 2023"
X Link 2024-10-22T10:15Z [---] followers, [---] engagements
"$PM stock is up after strong growth from smokeless products (ZYN) while $HAYPP remains flat 🧐 https://moneycheck.com/philip-morris-pm-shares-rally-as-smoke-free-products-lead-growth/ https://moneycheck.com/philip-morris-pm-shares-rally-as-smoke-free-products-lead-growth/"
X Link 2024-10-22T14:45Z [---] followers, [---] engagements
"Update on $HAYPP's Q4 momentum: Last week's data showed a web traffic rebound across all four major sites and new data confirms this trend. However Snusbolagets growth has plateaued likely due to its brand decline. This pattern is consistent with broader NP trends and the performance of ZYN. I was concerned about $HAYPP's start to Q4 due to the low web traffic at the end of Q3. However the latest weekly data indicates that all four major sites: haypp com snusbolaget se northerner com and nicokick com are showing an upward trend. Will probably get more data next https://t.co/yohgECq9YU I was"
X Link 2024-10-26T12:34Z [---] followers, [----] engagements
"@Bostrm_ The Google Trends chart is likely distorted. Your chart does show a small upward trend. What is the y axis value 5k ticks"
X Link 2024-11-01T10:33Z [---] followers, [---] engagements
"What is a bot Most LLMs already outperform many humans in reasoning. So how do we define a bot Must it be organic or have human DNA to be not a bot If so would a lab-grown brain hooked up to Twitter qualify as one As e/acc progresses the line between bot and human will blur even further"
X Link 2024-11-01T16:29Z [---] followers, [--] engagements
"Using a similar logic for $Haypp although the situations aren't identical: Haypp's CQGR for the total number of customers since Q3 [----] is 2.35% higher than overall revenue growth. This indicates that customer growth is outpacing revenue growth partly because Haypp has pushed their own prices down to make their offering more attractive compared to traditional retail. While AMZN had maintained a tremendous 32% revenue CAGR over the last decade revenue was depressed by AMZNs third-party marketplace where AMZN earned less revenue per unit but similar operating profit per unit. Josh believed unit"
X Link 2024-11-04T14:07Z [---] followers, [----] engagements
"$PLTR is inching closer to matching OpenAIs valuation. Asked chatgpt o1 to value $pltr based on the [---] billion valuation of OpenAi Conservative Estimate: If we adjust Palantirs valuation proportionally based on profitability and revenues it could be valued at $100 billion or more. Optimistic Estimate: Considering growth https://t.co/fJfIZRHhny Asked chatgpt o1 to value $pltr based on the [---] billion valuation of OpenAi Conservative Estimate: If we adjust Palantirs valuation proportionally based on profitability and revenues it could be valued at $100 billion or more. Optimistic Estimate:"
X Link 2024-11-04T22:36Z [---] followers, [---] engagements
"Trump victory could be a boost for nicotine pouches and by extension $HAYPP. With Republicans' consumer-choice approach nationwide restrictions on nicotine pouches are now unlikely and state-level support for such actions will dwindle. Democratic leaders like Kamala Harris had proposed new taxes on nicotine pouches but this now seems off the table keeping prices stable and boosting demand: especially in the U.S. Haypp Groups most promising market. Additionally Trumps association with nicotine-using demographics adds visibility further supporting growth"
X Link 2024-11-06T14:03Z [---] followers, [----] engagements
"$HAYPPs muted price action raises the question: has the U.S. ZYN supply issue been known to certain insiders for a while"
X Link 2024-11-07T08:34Z [---] followers, [----] engagements
"Today's a good day to assess $HAYPP's valuation and cash flow potential. With a TTM operating cash flow of 358M SEK and a market cap of 1900M SEK that's an 18% cash flow yield. Adjustments for growth investments aside it's intriguing for a company poised for double-digit growth over the next five years even factoring in occasional regulatory hits"
X Link 2024-11-07T14:58Z [---] followers, [----] engagements
"$HIMS slowly becoming one of my largest positions as well $HIMS 100X potential explained by an early $PLTR investor. Here's why I doubled my position last night and why I think this company is positioned for greatness. https://t.co/H5x92QHciP $HIMS 100X potential explained by an early $PLTR investor. Here's why I doubled my position last night and why I think this company is positioned for greatness. https://t.co/H5x92QHciP"
X Link 2024-11-13T10:59Z [---] followers, [---] engagements
"Brands like Carlson Tuckers new nicotine pouch show why $HAYPPs dependence on Zyn isnt a long-term concern. The U.S. market will gradually diversify creating more opportunities for Haypp as it benefits from broader consumer choice. Bye Zyn. Buy Alp. https://t.co/Hp850H7TSp https://t.co/RR2PGxqu9o Bye Zyn. Buy Alp. https://t.co/Hp850H7TSp https://t.co/RR2PGxqu9o"
X Link 2024-11-14T15:14Z [---] followers, [----] engagements
"Great thread on $HIMS. Side note: The sharp drop in stock price seems fishyAmazon news is old and $HIMS is relatively cheap from a cash flow perspective. Could this just be a temporary dip to cover shorts Insider buys also make the reaction seem odd. $HIMS crashed by over 30% following $AMZN's announcement of expanding its telehealth services to subscription-based options. Was this justified or an overreaction Will Amazon kill Hims & Hers Heres a thread with some of the key topics to consider when answering this: 👇🏻🧵 https://t.co/MM4anJkeUj $HIMS crashed by over 30% following $AMZN's"
X Link 2024-11-15T21:41Z [---] followers, [----] engagements
"Nice little buy from GR8 Ventures in $HAYPP Storgaren lastar in Haypp fr [--] miljon $HAYPP https://t.co/Lj6qmxUKRv Storgaren lastar in Haypp fr [--] miljon $HAYPP https://t.co/Lj6qmxUKRv"
X Link 2024-11-18T17:57Z [---] followers, [----] engagements
"@LycheEven One could conclude that the sourcing challenges $HAYPP faces are likely even worse for its competitors"
X Link 2024-11-21T14:28Z [---] followers, [---] engagements
"$HIMS is now my 3rd largest position by call option exposure. Sales per customer are skyrocketing boosting my confidence but flat web traffic for in recent months gives me pause. Not to worry: is exploding now 27% of total traffic and growing fastcould surpass Hims in the future. Holding OTM long-dated calls alongside the stock feels like a no-brainer. Not financial advice. Would like to see a similar guidance beat like last time for Q4; however this won't be easy. With the data I currently have I get to the lower end of their Q4 guidance ($460M). For HIMS to beat guidance needs to grow more."
X Link 2024-11-25T13:54Z [---] followers, [---] engagements
"Shorting $MSTR and going long BTC feels like free money. What's the catch Why shouldn't you take this bet $MSTR shareholders have 60% more BTC than at the start of the year and BTC is up 160% but a 3x NAV premium is too high lmao $MSTR shareholders have 60% more BTC than at the start of the year and BTC is up 160% but a 3x NAV premium is too high lmao"
X Link 2024-11-25T14:17Z [---] followers, [---] engagements
"Trade idea for the future. Polymarket sentiment and incoming US leadership suggest BTC will go higher possibly reaching $200K. In that scenario a prudent trade could be shorting $MSTR while going long BTC. Heres my reasoning: Originally BTC was a movement for anonymous decentralized payments. However its anonymity was compromised when transactions became traceable. BTC then evolved into a "social store of value" like gold with a capped supply outside government control. But now institutional custody and third-party wallets dominate BTC holdings eroding its transactional utility and rebellious"
X Link 2024-11-25T18:13Z [---] followers, [---] engagements
"@alc2022 Could $SPOTs monopolistic tendencies pose a risk in the future Antitrust law tail event risk may increase as $SPOT continues to grow"
X Link 2024-11-29T10:38Z [---] followers, [---] engagements
"Out of $HIMS for now as the return profile on OTM options isn't appealing. Might consider buying stock instead until higher strike prices are issued. This post aged well👇. Took just [--] days to reclaim the levels before the strange Amazon drop. My position 3xd in a week. Took some profits on shorter-dated options but still holding a big $HIMS position. https://t.co/MCpAE6ZIr3 This post aged well👇. Took just [--] days to reclaim the levels before the strange Amazon drop. My position 3xd in a week. Took some profits on shorter-dated options but still holding a big $HIMS position."
X Link 2024-11-29T17:26Z [---] followers, [---] engagements
"Lets address some common risks often brought up about $HAYPP and my perspective on them: 1) Amazon or food chains replacing Haypp: The odds are very slim. For Amazon or Walmart to sell nicotine pouches online theyd need to implement age verification. While technically feasible it would be a poor business move. Adding friction for 99.9% of their customers to sell a niche product isnt worth the minor revenue increase. It could even harm their broader sales by complicating the user experience. Also many parents wouldnt want kids browsing a platform that includes nicotine products which could"
X Link 2024-12-03T11:48Z [---] followers, [----] engagements
"@targetedcap1 I am using Nordnet: they have low fees. The situation is probably different in the US"
X Link 2024-12-03T16:30Z [---] followers, [---] engagements
"Don't know how I missed this: $TBP is in a joint venture with Alp Pouch and has their own FRE Pouch brand. Their traditional tobacco products are generating strong cash flow making the company seem undervalued on a FCF basis. The stock has risen a lot this year but could still offer a massive opportunity. Ill likely start covering $TBP (Turning Point Brands) soon. Stay tuned Tucker Carlson partners with Turning Point Brands (in a 50/50 JV) to launch ALP nicotine pouches $tpb Read more: https://t.co/IHyskCQ3Q7 Carlson claims that ALP is a "satisfyingly moist" product and is a far better"
X Link 2024-12-10T19:02Z [---] followers, [----] engagements
"Estimating the Value of $TPB Nicotine Pouches: A fermi problem $TPB manufactures nicotine pouches through their FRE brand. Recently they entered a 50/50 joint venture with Tucker Carlson in AlpPouch which has the potential to significantly add value to the company. So what is the nicotine pouch business worth to $TPB Estimating the value of $TPB's nicotine pouches is highly speculative due to limited data. In November Alp Pouch attracted nearly [------] visitors totaling [--] million when annualized going forward. Assuming a 40% conversion rate based on $HAYPP's sales and an average sale price of"
X Link 2024-12-11T20:25Z [---] followers, [---] engagements
"@paintthegirl The point is that you could just as well take leverage on your own and buy btc instead of paying a huge nav premium"
X Link 2024-12-13T08:35Z [---] followers, [--] engagements
"A Potential Gem Hiding in Plain Sight: Turning Point Brands $TPB 1/ Strong Free Cash Flow Supporting a Safety Net Turning Point Brands isnt just another player in the tobacco and nicotine space. Its established brands such as Zig-Zag and Stokers generate reliable free cash flow year after year. This steady stream of cash relative to the companys enterprise value (EV) provides a built-in margin of safety for investors. Even if growth expectations fall short that underlying cash flow stability can serve as a sturdy floor for the stock price. Both FRE and ALP are performing well in web traffic."
X Link 2024-12-16T21:29Z [---] followers, [---] engagements
"2/ The Nicotine Pouch Wildcard (ALP Pouch & Tucker Carlson JV) While the legacy products offer solidity the real excitement lies in TPBs move into nicotine pouches. Nicotine pouches are one of the fastest-growing segments in the industry: smokeless discreet and increasingly popular among consumers shifting away from traditional tobacco. Heres the kicker: Turning Point Brands has formed a joint venture related to ALP nicotine pouches with Tucker Carlsons involvementone of the most influential media personalities in the U.S. This venture injects star power and marketing reach into a category"
X Link 2024-12-16T21:29Z [---] followers, [---] engagements
"The $VFC short thesis looks interesting in the current high-valuation environment. VFC owns brands like North Face Vans Timberland and more. Roughly 60% of sales come from Vans & North Face. Web traffic for these brands is weak making a short ahead of Q4 results a strong hedge for potential market downside. Main risks: 1) The Skims x North Face collab could boost revenue & sentiment 2) Business cycle momentum & M2 growth may continue driving the market higher"
X Link 2024-12-20T13:20Z [---] followers, [---] engagements
"@yaireinhorn @unusual_whales Spending $600M on a wedding isnt obtuseits injecting liquidity into the economy. The real problem is declining M2 velocity which reflects stagnating money circulation and economic activity"
X Link 2024-12-22T12:39Z [---] followers, [---] engagements
"Could $UBER be a sleeper trade Many think its an ancient fossil doomed by autonomous driving but that shift may be farther off than most expect. Meanwhile its trading at a cheap valuation with solid FCF and multiple growth drivers. Even if self-driving hits partnerships with Waymo or even Tesla could let $UBER ride the wave instead of getting sidelined. Plus its delivery arm seems poised to keep thriving in any scenario. Comment your best bear theses below"
X Link 2024-12-23T20:56Z [---] followers, [---] engagements
"@smallcap_stonks Doubt that it is a pivot I think it just means that they will be retailing it in the US. Remains to be seen if there is some deeper partnership"
X Link 2024-12-26T17:32Z [---] followers, [--] engagements
"I've been gauging the Alp Pouch sentiment and have seen surprisingly positive reviews about its taste and duration. This aligns with the Nicokick survey where 86% say they could switch to Alp Pouches painting a rosy picture for $TPB. Online sentiment suggests Alp Pouch could dominate Zyn which was bought for $16B and has seen further investment since. The brand is likely worth much more today. If Alp Pouch can even come close to Zyn $TPB s 50% stake in Alp Pouch could mean a much higher valuation than the current $1.1B. With the Tucker partnership and their own brand Turning Point Brands"
X Link 2024-12-29T21:33Z [---] followers, [----] engagements
"Most Q4 web traffic is in for $HIMS & ForHers. My exponential model (which nailed Q3) now shows $HIMS at $452M for Q4; a linear fit gives $445below guidance. Could this be the first miss Web-traffic-based estimate is low (HIMS flattened) but ForHers is still growing fast. Credit card data suggests a higher range 👇 Ive updated the model from @OpenAI with more recent credit card sales data for $HIMS covering up until 20/12. Here are the revised estimates for Q4-24: - Conservative (flat average): 475476M - Baseline (carry Dec [----] avg): 479480M - Bullish (+10% holiday bump): 485486M Ive updated"
X Link 2024-12-29T23:17Z [---] followers, [---] engagements
"Tried out a new content format with an AI-generated voice in video form. This short $TPB video is far from perfect or highly informativebut should I do more content like this for $HAYPP $TPB"
X Link 2025-02-07T17:14Z [---] followers, [----] engagements
"My best trade of [----] so far $NBIS; bought the deepseek dip. Up over 100% in two weeks on my options. Despite DeepSeeks radical cost slash we wont need 90% fewer servers. Future emulated mindswith heavier memory self-improvement loops and built-in randomnesswill demand 100x more capacity. If DeepSeek can do this with fewer params imagine bigger models. $NBIS stands to https://t.co/xvcvVcje9f Despite DeepSeeks radical cost slash we wont need 90% fewer servers. Future emulated mindswith heavier memory self-improvement loops and built-in randomnesswill demand 100x more capacity. If DeepSeek can"
X Link 2025-02-09T20:46Z [---] followers, [---] engagements
"What do you expect $HAYPP to report for revenue Q4 Under [---] million sek [---] +- 25million sek Over [---] million sek Under [---] million sek [---] +- 25million sek Over [---] million sek"
X Link 2025-02-10T09:01Z [---] followers, [----] engagements
"X sentiment suggests revenue is around [---] million SEK for Q4. $HAYPP What do you expect $HAYPP to report for revenue Q4 What do you expect $HAYPP to report for revenue Q4"
X Link 2025-02-11T09:43Z [---] followers, [----] engagements
"Companies like $PLTR trade at 100x P/S (I first bought at 40xfelt insane). Now Im eyeing $NBIS a Yandex spinoff powering AI infrastructure. They could hit $1B rev soon and push $2B+ in [--] yrs. At just 410x vs. 100x for the giants if they show high margins a 10x move isnt out of the question"
X Link 2025-02-12T11:41Z [---] followers, [----] engagements
"$HAYPP Q4 key points: "Haypp Group remains in regular positive dialogue with PMI both in the US and internationally and is optimistic about resolution of the supply issue." "Haypp continued to follow its shared economies of scale philosophy both by reinvesting in its consumer offering while also increasing the gross margins to 17.1%" "Active customers were [---] thousand (531) at the end of the quarter.""
X Link 2025-02-13T07:26Z [---] followers, [---] engagements
"$HAYPP has a positive outlook for the zyn sourcing issue"
X Link 2025-02-13T07:41Z [---] followers, [---] engagements
"All in all Haypps Q4 played out as expected. Most of the negatives that initially drove the stock down have been mitigated and mgmt is optimistic on the ZYN supply issue. Also worth noting: bullish macro shifts since Q3Trump back in office RFK Jr. spotted with ALP pouches and no new legal troubles. $HAYPP Cant stop buying $HAYPP. Seeing everyone around me using different nicotine pouches in a more mature market like Finland gives me confidence that other markets will follow the same path. Heres why I believe Haypp Group could be a massive investment opportunity 🧵👇 https://t.co/OGOqUQdLUD"
X Link 2025-02-13T07:49Z [---] followers, [----] engagements
"The CEO indicated in the webcast that they'll discuss guidance more at Capital Markets Day on April [--]. Worth keeping an eye on. $HAYPP"
X Link 2025-02-13T08:29Z [---] followers, [---] engagements
"A useful but often overlooked growth indicator is headcount expansionand Haypp has been growing its workforce at 30% annually signaling strong underlying momentum. $HAYPP"
X Link 2025-02-13T10:04Z [---] followers, [---] engagements
"$Haypp stock price on the left and web traffic on the right 👀 $HAYPP web traffic is nearing the all-time high seen last summer during the Zyn craze. If this trend continues I expect the stock to hit new ATHs as well. https://t.co/ex6ebViasl $HAYPP web traffic is nearing the all-time high seen last summer during the Zyn craze. If this trend continues I expect the stock to hit new ATHs as well. https://t.co/ex6ebViasl"
X Link 2025-02-14T10:56Z [---] followers, [----] engagements
"Tried the new Grok [--] beta to value $NBISthis Grok is surprisingly good at looking at stocks Grok: $750M [----] ARR P/S comps: CoreWeave (20x-30x) Snowflake (15x) Palantir (90x). At 15x-25x $15B-$18.75B EV $55-$77/share vs $44. Explosive growth & Nvidia backing = undervalued"
X Link 2025-02-18T10:20Z [---] followers, [---] engagements
"Turning Point Brands $TPB and its joint ventureALP Pouch with Tucker Carlsonis massively underdiscovered. There's almost zero chatter on X I just dropped my first video ever to shed some light on the company. Check it out"
X Link 2025-02-23T08:47Z [---] followers, [----] engagements
"$TPB Turning Point Brands $TPB and its joint ventureALP Pouch with Tucker Carlsonis massively underdiscovered. There's almost zero chatter on X I just dropped my first video ever to shed some light on the company. Check it out https://t.co/dek24YpYFV Turning Point Brands $TPB and its joint ventureALP Pouch with Tucker Carlsonis massively underdiscovered. There's almost zero chatter on X I just dropped my first video ever to shed some light on the company. Check it out https://t.co/dek24YpYFV"
X Link 2025-02-24T17:51Z [---] followers, [---] engagements
"Having a hard time understanding NBISs price action tied to NVDA. They move in tandem but it doesnt add up. If NVDA beats earnings with GPU sales isnt that more competition for NBIS High margins might also mean longer payback times on AI infra. Yes demand matters but what about supply Correlation not causation reflects AI demandbut is the market mispricing these stocks $NBIS"
X Link 2025-02-28T09:27Z [---] followers, [---] engagements
"Quick 4-min vid on the only pure play stock in the multi-billion-dollar nicotine market. This is my second video ever (first on Haypp Group) more videos coming in the future $HAYPP"
X Link 2025-03-02T15:47Z [---] followers, [----] engagements
"Looking forward to Haypp Groups Capital Markets Day on April [--]. Expecting an update on the [----] financial targetslikely revised slightly down unless the US market overheats like last year. Still 5B SEK in revenue seems within reach. The real question is [----] guidance. If US online penetration accelerates 10B SEK in three years seems reasonable. Lets see what they project. $HAYPP Quick 4-min vid on the only pure play stock in the multi-billion-dollar nicotine market. This is my second video ever (first on Haypp Group) more videos coming in the future $HAYPP https://t.co/BFtWEO87Tm Quick 4-min"
X Link 2025-03-03T08:18Z [---] followers, [----] engagements
"Another thing I hope they will discuss at Haypp Groups Capital Markets Day in April: the hinted shareholder returns program. Will they announce small buybacks or dividends In a few years Haypp could become a dividend/buyback machine. If revenue hits 10B SEK and they return 5% of it through buybacks or dividends that would mean an 18% yield at todays prices. $HAYPP Looking forward to Haypp Groups Capital Markets Day on April [--]. Expecting an update on the [----] financial targetslikely revised slightly down unless the US market overheats like last year. Still 5B SEK in revenue seems within reach."
X Link 2025-03-03T08:27Z [---] followers, [----] engagements
"Turning Point Brands reports Q4 earnings on March [--] and I have a feeling the stock could heat up afterward. The Tucker Carlson joint venture is barely covered right now but that might change. Theres almost zero X chatter about TPB likely because their IR site provides no real details. They confirmed the 50/50 JV but didnt elaborate on key termshow does the white-label agreement work for example $TPB $TPB https://t.co/99G9rao9I7 $TPB https://t.co/99G9rao9I7"
X Link 2025-03-03T08:38Z [---] followers, [---] engagements
"Haypp Group completes tender offer for warrants The Board of Directors of Haypp Group AB (publ) ("Haypp Group" or the "Company") has in accordance with the resolution of the Annual General Meeting resolved to carry out a tender offer for warrants issued within the framework of the Company's incentive program. A total of [-------] warrants will be repurchased through the offering. Payment for repurchased warrants will be made through the issuance of [------] new shares in Haypp Group. The newly issued shares represent a total of 2.3% of the total number of shares in the Company. On [--] May [----] the"
X Link 2025-03-05T12:48Z [---] followers, [---] engagements
"Q4 $TPB wishlist: 1) $300M nicotine pouch production investment. 2) TPB-Tucker JV specifics (whitelabel). 3) ALP & FRE Q4 saleswholesale vs. online breakdown"
X Link 2025-03-06T08:50Z [---] followers, [---] engagements
"In Modern Oral combined sales were $11.2 million for the quarter. FRE sales more than quadrupled versus year-ago and grew 26% sequentially and we are excited by the successful launch of ALP during the quarter $TPB"
X Link 2025-03-06T14:56Z [---] followers, [---] engagements
"$TPB Q4 FRE and ALP"
X Link 2025-03-06T15:04Z [---] followers, [---] engagements
"Turning Point Brands Q4 Earnings Webcast Summary March [--] [----] $TPB Turning Point Brands (TPB) recently held its Q4 webcast and the spotlight was firmly on modern oral products (nicotine pouches). With projected [----] revenue of $60-80 million from this segment and strong execution behind FRE and ALP TPB is doubling down on what it sees as its future growth engine. Below is a detailed breakdown of the key insights from the earnings call and the Q4 presentation. Modern Oral Products (Nicotine Pouches) The Star of the Show TPBs commitment to nicotine pouches was front and center as they detailed"
X Link 2025-03-06T15:43Z [---] followers, [---] engagements
"$TPB Here are some of my key thoughts on TPB's earnings: I was positively surprised by how much focus they put on nicotine pouchesfelt like 70% of the call was about it. That should tell investors something. The $60-80M guidance for modern oral feels low. Are they just being cautious If they can produce enough I think they could easily double that. One big unanswered question: the ALP pouch venture. Due to legal limits they didnt disclose details. How does the 50/50 JV really work Is TPB selling white-label to ALP and capturing more than 50% Still unclear. Turning Point Brands Q4 Earnings"
X Link 2025-03-06T15:48Z [---] followers, [---] engagements
"If $TPB executes on modern oral the upside is massive. A realistic revenue trajectory: 2024: $360M almost all legacy products. 2025: $445M (legacy +7% modern oral $60-80M). 2026: $560M (legacy +7% modern oral $150-200M). 2027: $740M (legacy +7% modern oral $300M). At a 25% EBITDA margin thats $185M EBITDA. Apply a 20x multiple and you get $3.7B in enterprise value. Thats a 3x in a few years if they execute"
X Link 2025-03-06T16:06Z [---] followers, [---] engagements
"2. Heres the math: 3-Year Life: $400M/year for [--] years = $1.2B profit on $1B invested. After depreciation ($1B [--] = $333M/year) net profits $200M/year ($400M - $333M). Thats 20% net return per year. If scraps 20% ($200M) total returns $800M or 6.67% annualized over [--] years. 5-Year Life: $400M/year for [--] years = $2B profit. Depreciations $200M/year ($1B 5) so $200M net profit/year20% again. Scrap at 10% ($100M) makes it $1.1B total 30% annualized over [--] years. Full-stacklike cloud services and AI Studiocould push margins higher maybe 50% on GPU revenue if payback hits [--] years ($500M profit on"
X Link 2025-03-07T09:24Z [---] followers, [---] engagements
"3. Valuation Aint That Sexy $NBIS Based on that 20% net margin on invested capital lets value the AI infra biz organically: [----] Setup: Say $2.808B invested by [----] ($808M in [----] $1B in [----] $1B in 2026). At 20% return thats $562M profit a year. [----] Guess: We could see $1.6B profit by [----] with reinvestmentcall it steady at $1.5B$2B long-term organically. Valuation: Tech stocks like this trade at 510x profit. At $1.5B profit thats $7.5B$15B; at $2B $10B$20B. Id peg the AI infra biz at $7B$10B; middle ground nothing crazy. Thats not jaw-dropping. Its decent but organic growth aint setting"
X Link 2025-03-07T09:24Z [---] followers, [----] engagements
"4. Why Its Still Hot $NBIS Avrides the X-Factor Even with a meh valuation on AI infra the stocks damn attractive when you toss in Avride. Thats their autonomous driving arm and its a sleeper hit. They just partnered with Hyundai whos cranking out [--] million cars a year (Nebius Avride-Hyundai Partnership). If Avride supplies autonomous driving kits; say $5000$10000 per car; for all [--] million thats $20B$40B revenue a year. Even at 20% margins thats $4B$8B profit. Slap a 10x multiple on that and Avride alone could be worth $40B$80B in an optimal scenario. Compare that to AI infras $7B$10B; Avride"
X Link 2025-03-07T09:24Z [---] followers, [----] engagements
"@mvcinvesting $HAYPP 😉"
X Link 2025-03-07T19:35Z [---] followers, [---] engagements
"$NBIS Avrides Hyundai partnership could mean a future where all 4M cars/yr gain autonomy. At $3K profit/unit thats $12B profit/yrpropelling Avride to a stunning $120B valuation in the self-driving era"
X Link 2025-03-07T21:57Z [---] followers, [---] engagements
"@FrameworkWisely Yes I will try to do a valuation of clickhouse in itself soon"
X Link 2025-03-08T20:00Z [---] followers, [--] engagements
"Markets might have gotten ahead of themselves but some keep climbinglike nicotine pouches. They offer tech-like growth with recession-proof demand. One could even argue a recession benefits companies like $HAYPP as their pouches are much cheaper online than in stores"
X Link 2025-03-10T11:38Z [---] followers, [---] engagements
"@greentardscycle Similarweb and tickertrends"
X Link 2025-03-13T11:04Z [---] followers, [--] engagements
"@tickerplus I do regression analysis on the data and compare it to sales over time. Maybe a feature that could be added to tickertrends in the future"
X Link 2025-03-13T12:48Z [---] followers, [---] engagements
"Haypp Groups Capital Markets Day was fascinating. Gavin hinted at potential beats on the new financial targetsbullish signals. Their operational excellence IR and leadership are top-tier and Gavin is a fantastic speaker. The Haypp Writer LLM seems promising. Theyre interacting with entities beyond nicotine pouchescould their M&I expertise be applied to other industries like alcohol Gavin confirmed growth takes priority over profitHaypp will continue to grow and dominate. Also they expect the vape segment to 3x in [--] years. Impressive. $HAYPP $HAYPP capital market day [----] summary; groks"
X Link 2025-04-03T16:55Z [---] followers, [---] engagements
"$HAYPP is green in a sea of red and for good reason. Exceptional management flawless execution and perfect market positioning. Accidentally bought more during the callcouldnt resist. $HAYPP capital market day [----] summary; groks summary of my notes. Haypp Capital Market Day 2025: A Complete Recap On April [--] [----] Haypp hosted its Capital Market Day delivering a thorough update on its performance strategy and future plans. The event featured $HAYPP capital market day [----] summary; groks summary of my notes. Haypp Capital Market Day 2025: A Complete Recap On April [--] [----] Haypp hosted its Capital"
X Link 2025-04-03T16:59Z [---] followers, [---] engagements
"Haypp Groups nomination committee proposes Lars-Johan Jarnheimer as new Chairman $HAYPP Haypp Groups nomination committee proposes that Lars-Johan Jarnheimer be appointed as new Chairman of the Board of Directors and Helena Juhlin Pink as new member of the Board at the annual general meeting on [--] May [----]. The nomination committee proposes that Haypp Groups [----] Annual General Meeting elects six ordinary board members with no deputy directors.Linus Liljegren Patrik Rees Deepak Mishra and Adam Schatz are proposed to be re-elected as board members. Ingrid Jonasson Blank and Anneli Lindblom"
X Link 2025-04-04T10:12Z [---] followers, [---] engagements
"Started a small side project. Decided to see how well AI can invest so I wrote down all my investing rules; from position sizing to what I look for in companies. Everything. Refined it over several iterations until it started thinking like me. Then I gave it $50K to invest. Documenting the process on video"
X Link 2025-04-05T07:00Z [---] followers, [---] engagements
"2. Some of the technical aspects I taught it: Position sizing primarily based on the Kelly criterion. Rules to prevent overlapping too many sectors for better diversification. Key traits I look for: network effects capital-light business models and scalability. The hardest part Getting it to dig into niche stocks instead of defaulting to mainstream names. It still struggles with this but Im happy with the progress so far"
X Link 2025-04-05T07:00Z [---] followers, [---] engagements
"3. This experiment explores diversification from my own obsession over a few stocks and tests how far AI has come. I think AI will soon replace most finance graduates. Follow me to see how the portfolio performs"
X Link 2025-04-05T07:00Z [---] followers, [--] engagements
"I made an AI that thinks like me. Trained it with all my investing rules refined it over multiple iterations and then handed it $50K to invest. Here are the stocks it chose. Video down below"
X Link 2025-04-05T09:29Z [---] followers, [---] engagements
"2. The AI split the portfolio into high and medium conviction stocks: High Conviction Stocks ($7500 each / 15% of the portfolio each): $SYM (Symbotic) $TSLA (Tesla) $PLTR (Palantir) $HAYPP (Haypp Group) Medium Conviction Stocks ($5000 each / 10% of the portfolio each): $AXON (Axon Enterprise) $CRSP (CRISPR Therapeutics) $CYRX (Cryoport) $DNA (Ginkgo Bioworks) Total Portfolio Value: $50000 Stay tuned for how it performs"
X Link 2025-04-05T09:29Z [---] followers, [---] engagements
"$HAYPP being ALP Pouches' preferred online distributor is great news. I was actually worried ALP might go DTC-only and push others to followbut turns out brands need Haypp not the other way around. And so begins the dominance of Haypp in the US where soon Zyn wont be the only player controlling most of the volume; with ALP and BAT taking market share. https://t.co/Nol3Wgyut4 $HAYPP https://t.co/Nol3Wgyut4 $HAYPP"
X Link 2025-04-09T14:25Z [---] followers, [---] engagements
"Quick short-form video on $HAYPP I made for TikTok"
X Link 2025-04-10T15:07Z [---] followers, [----] engagements
"$NBIS management is getting unfairly knocked. The ISS Governance QualityScore of [--] (Audit: [--] Board: [--] Shareholder Rights: [--] Compensation: 6) combined with a handful of harsh Glassdoor reviews paints a misleading picture. Context matters: NBIS is newly formed (July [----] Yandex spinoff). Short board tenure (0.60.7 yrs) inflates governance risk scores. The board is mostly Russian men which hurts ESG/diversity ratings. But given its origin that structure is logical; not a red flag. I reviewed all the Glassdoor posts. A few are very negative but most are neutral or positive. The main concern is"
X Link 2025-05-08T05:14Z [---] followers, [----] engagements
"Sold my $NBIS position today. Was up 570% in a few months so decided to take profits on the options. Not sure what Ill do next; feels like its run too far to reload OTM calls. But I still see massive potential in the company"
X Link 2025-06-09T14:48Z [---] followers, [---] engagements
"After watching what feels like [----] videos of missile interceptions and Iron Dome launches Ive started to wonder; what companies are actually innovating here Not the legacy primes with bloated contracts and aging tech. I mean cutting-edge low-cost systems. The stuff that wins wars. Most defense stocks seem pricey and not that impressive on the tech side. But companies like Anduril (still private) suggest theres a new wave coming. Are there any public pure plays doing real innovation; autonomous drones hypersonics smart systems Also why are they still called defense stocks Everything I see"
X Link 2025-06-17T10:48Z [---] followers, [---] engagements
"What sets Haypp apart is that its a pure-play e-commerce platform built specifically for nicotine pouches. That gives it a structural edge. Big players like $BTI and $PMI are still tied to old-school retail and distribution models; theyd be shooting themselves in the foot trying to go DTC. Even if they wanted to it's not straightforward. Setting up a compliant efficient e-commerce operation takes serious logistics age verification systems warehousing fulfillment; all stuff Haypp already has dialed in. Its not a core strength for the tobacco giants. More importantly they risk cannibalizing"
X Link 2025-07-12T02:11Z [---] followers, [---] engagements
"Poll results on $HAYPP Q2 revenue: Using midpoints of the ranges the average from voters is roughly [---] MSEK. Will post my own prediction later. Where do you think Haypp Groups Q2 revenue will land $HAYPP Where do you think Haypp Groups Q2 revenue will land $HAYPP"
X Link 2025-07-17T05:29Z [---] followers, [----] engagements
"Asked ChatGPT to dig up every Q2 [----] revenue estimate for Haypp Group. Heres the consensus: Analyst avg: SEK 955m (TipRanks MarketScreener) FactSet outlier: SEK 1.01b (TradingView) Market range: 9501010m SEK Some bullish revisions post-Q1; consensus remains tight Fairly in line with the poll I ran which averaged out at [---] MSEK. Poll results on $HAYPP Q2 revenue: Using midpoints of the ranges the average from voters is roughly [---] MSEK. Will post my own prediction later. Poll results on $HAYPP Q2 revenue: Using midpoints of the ranges the average from voters is roughly [---] MSEK. Will post my"
X Link 2025-07-17T06:06Z [---] followers, [---] engagements
"3. The insight engine Haypp isnt just an e-commerce play. Its also a data and media company. Their ability to analyze and monetize consumer behavior gives them a second income stream; and more importantly it subsidizes the core business. They can afford to run distribution at razor-thin margins (or even losses) to gain share because the insight side pays for it. Competing on price with Haypp isnt difficult. Its impossible. Most competitors either run out of money or violate rules trying to keep up"
X Link 2025-08-08T11:17Z [---] followers, [---] engagements
"4. Why Haypp is suited to dominate Deep ties to manufacturers like BAT Strong internal knowledge of what regulators are looking for Scale that brings down per-unit cost on every level Real-time optimization of dozens of domains via ML High customer retention in a sticky category But the real moat is recursive scale; a flywheel thats already spinning: More scale more data better targeting higher value per customer more leverage lower prices more customers more data. Each loop tightens the gap between Haypp and everyone else"
X Link 2025-08-08T11:17Z [---] followers, [---] engagements
"6. Competition The competitive set is smaller than people think. Players like Prilla exist; and yes they currently have Zyn in stock while Haypp doesnt; but structurally theyre playing a different game. Theyre small. They lack scale. They lack regulatory integration. They lack a data model. Most will hit a wall: either regulatory financial or operational. Meanwhile Haypp is already operating on margins that others cant touch"
X Link 2025-08-08T11:17Z [---] followers, [---] engagements
"7. Whats the opportunity The nicotine pouch category is still early but growing fast. Global demand is exploding. Haypp sits at the center. They have: The scale to dominate distribution The data to guide producers The pricing power to outcompete The credibility to interface with regulators If this continues; and if there are no major bans; Haypp could easily become a $10B+ company in a $100B+ category"
X Link 2025-08-08T11:17Z [---] followers, [---] engagements
"https://open.substack.com/pub/emilhartela/p/the-pitch-turning-point-brands-betr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/emilhartela/p/the-pitch-turning-point-brands-betr=darsa&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-08-24T09:18Z [---] followers, [---] engagements
"3/ Heres what Im doing. First I ordered every book I can find about biotech investing to prepare myself to size the opportunity. Next Ill start doing deep dives into a handful of companies to see if were finally at the tipping point"
X Link 2025-08-25T19:52Z [---] followers, [---] engagements
"4/ So far Ive identified $RXRX (Recursion) and $TEM (Tempus) as two strong contenders to become big winners. My thinking goes like this: first well see radical improvements in decision-making powered by massive amounts of data"
X Link 2025-08-25T19:52Z [---] followers, [---] engagements
"8/ My question: beyond $RXRX and Tempus which companies do you think will be the future leaders of this biotech revolution"
X Link 2025-08-25T19:52Z [---] followers, [---] engagements
"1/ Most people have by now heard of nicotine pouches like Zyn and seen the stock prices of $PM and $BTI rise over the past two years. But theres one nicotine pouch producer that I think will soon have far more exposure to the trend"
X Link 2025-08-25T20:26Z [---] followers, [--] engagements
"2/ The company is $TPB. They own FRE and ALP the latter a 50/50 joint venture with Tucker Carlson. Both brands have grown tremendously over the past year. Yet this is only the beginning; pouches make up just 25% of sales today but I believe the majority of revenue will come from them in a few years"
X Link 2025-08-25T20:26Z [---] followers, [---] engagements
"The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below"
X Link 2025-08-29T14:13Z [---] followers, [----] engagements
"$TEM tempus ai is one of the most fascinating companies ive come across in a while. yet the chatter on X is mostly just chartists drawing crayons instead of talking about the actual business. The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below https://t.co/9TE9i4mS7a The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below https://t.co/9TE9i4mS7a"
X Link 2025-08-29T20:19Z [---] followers, [----] engagements
"I generally think $tem has some of the best potential out there. sure some will say its expensive but being part of the healthcare revolution is a must long term. the only thing i wonder about is whether the ceo is loyal enough to the grand vision. Write-up below The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below https://t.co/9TE9i4mS7a The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below"
X Link 2025-08-29T20:27Z [---] followers, [---] engagements
"Today Anthropic got valued at $183B. If we apply the same logic vertical LLM players like Tempus should be trading way higher. $TEM We've raised $13 billion at a $183 billion post-money valuation. This investment led by @ICONIQCapital will help us expand our capacity improve model capabilities and deepen our safety research. We've raised $13 billion at a $183 billion post-money valuation. This investment led by @ICONIQCapital will help us expand our capacity improve model capabilities and deepen our safety research"
X Link 2025-09-02T17:33Z [---] followers, [---] engagements
"A year ago I tweeted that $PLTR could trade way higher. Looking back now it aged well. Makes me wonder if my $TEM takes will do the same. Ive known about Palantir $PLTR for a while but only recently took a deeper look. The current valuation seems very high but the future potential of AI replacing employees in many corporate functions is massive. Imagine companies cutting 10%+ of their workforce and fixed costs https://t.co/wxi9vTQdRG Ive known about Palantir $PLTR for a while but only recently took a deeper look. The current valuation seems very high but the future potential of AI replacing"
X Link 2025-09-02T17:42Z [---] followers, [---] engagements
"@ChartSetup In growth markets I would guesstimate roughly [---] MSEK annually (2024)"
X Link 2025-09-05T11:57Z [---] followers, [--] engagements
"The healthcare/genetics wave is forming; even Bill Gates was discussing it right next to Trump; Im watching $TEM and $RXRX Quite a hot mic moment on CCTV in Beijing today as Putin and Xi both [--] years old are caught casually talking about living to [---] and maybe forever thanks to organ transplants. (As picked up by Bloomberg.) https://t.co/kC4VTRaobq Quite a hot mic moment on CCTV in Beijing today as Putin and Xi both [--] years old are caught casually talking about living to [---] and maybe forever thanks to organ transplants. (As picked up by Bloomberg.) https://t.co/kC4VTRaobq"
X Link 2025-09-06T09:17Z [---] followers, [----] engagements
"Everything tied to the primary AI stack is rocketing in valuation. The secondary and tertiary winners arent priced in yet. I think Tempus $TEM could be one. Writing a deep dive on $TEM now; will post soon. The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below https://t.co/9TE9i4mS7a The next wave of trillion-dollar companies will come from biotech techbio and healthcare. My latest write-up covers Tempus AI $TEM 👇 Link below https://t.co/9TE9i4mS7a"
X Link 2025-09-11T15:56Z [---] followers, [---] engagements
"Have been digging into Tempus AI for almost a month and kept delaying because theres always something new to research. Decided to just publish and update as I learn more. Ended up at 10k words. Heres the deep dive 👇 $TEM"
X Link 2025-09-22T18:18Z [---] followers, [--] engagements
"Remember when Palantir sat under the radar known but not understood Thats exactly where Tempus AI is today. My 10000-word deep dive unpacks why👇 $TEM $PLTR https://t.co/NfI8DIDQqZ https://t.co/NfI8DIDQqZ"
X Link 2025-09-22T18:26Z [---] followers, [----] engagements
"If you dont understand Tempus AI this piece might help. 10k words on the business data moat and upside potential 👇 $TEM"
X Link 2025-09-22T18:28Z [---] followers, [----] engagements
"$TEM trades like a chartists stock but under the surface sits a misunderstood AI business. My deep dive covers it all 👇"
X Link 2025-09-22T18:32Z [---] followers, [----] engagements
"One intriguing catalyst for $TEM; they partner with a wearable giant like Apple or Whoop. Brand awareness goes through the roof. Imagine predictive cancer detection via real-time data; Olivia could become the #1 health app overnight. What do you think about the possibility to acquire or partner with a wearable company too sci-fi"
X Link 2025-09-23T16:15Z [---] followers, [---] engagements
"1/ Have you ever pondered why healthcare remains entrenched in outdated practices while technology surges forward Consider Tempus AI $TEM a company poised to convert trillions of underutilized medical data points into transformative artificial intelligence. I have recently published an in-depth analysis on my Substack. Here is a concise overview to pique your interest 👇"
X Link 2025-09-23T17:30Z [---] followers, [----] engagements
"$TEM price action is very peculiar. Sold calls for a massive profit days ago; just bought them back for less than half"
X Link 2025-09-24T17:23Z [---] followers, [---] engagements
"Tempus AI is a fascinating company but the CEO makes me pause. Eric Lefkofsky has been selling under a pre-planned 10b5-1; [------] shares just filed ($28M) on top of 500000+ shares already moved through his entities. CEO conviction is a big part of the story something I touched in my deep dive 👇"
X Link 2025-09-26T06:26Z [---] followers, [---] engagements
"Trumps new AI push in pediatric cancer puts fresh spotlight on biotech + AI convergence. Expect long-term tailwinds for names like $RXRX and $TEM as more investors start connecting the dots. Sector visibility only going up. BREAKING: President Trump signs executive order to use AI to fight pediatric cancer "We're going to defeat childhood cancer once & for all." https://t.co/2Q4m3ncu4z BREAKING: President Trump signs executive order to use AI to fight pediatric cancer "We're going to defeat childhood cancer once & for all." https://t.co/2Q4m3ncu4z"
X Link 2025-09-30T21:03Z [---] followers, [----] engagements
"Theres been a lot of hype around $ABCL after some bigger twitter names recommended it. I havent looked at it too closely; but what makes ABCL more interesting than $RXRX or even $TEM ABCL is soon near the same mcap as RXRX yet RXRX has a further pipeline and arguably stronger tech. am i missing something about ABCL or is RXRX just underpriced"
X Link 2025-10-02T13:07Z [---] followers, [---] engagements
"I truly believe AI + healthcare + biotech will be the biggest boom of the next [--] years. sitting it out feels like the real risk. "The age of AI has begun. And it's transforming every industry including medicine. The Cancer AI Alliance is pioneering a new approach: federated learning allowing researchers to collaborate without sharing data. CAIA is connecting cancer centers accelerating breakthroughs and "The age of AI has begun. And it's transforming every industry including medicine. The Cancer AI Alliance is pioneering a new approach: federated learning allowing researchers to collaborate"
X Link 2025-10-02T13:10Z [---] followers, [----] engagements
"Shifted a big chunk of my portfolio into biotech and tech-bio a few months back. The sectors up roughly 20% since then. Timings been excellent so far and I still believe this is only the beginning. $TEM $RXRX $PRME $CRSP 2/ Now I once again find myself wondering: is this the moment Could buying biotech or techbio today be like buying Amazon in [----] https://t.co/50RmQ2jxRt 2/ Now I once again find myself wondering: is this the moment Could buying biotech or techbio today be like buying Amazon in [----] https://t.co/50RmQ2jxRt"
X Link 2025-10-06T17:15Z [---] followers, [----] engagements
"Great book Would recommend"
X Link 2025-10-07T07:31Z [---] followers, [---] engagements
"@leemsegit Are there any other ones you like a bit similar to Zero to One"
X Link 2025-10-07T08:08Z [---] followers, [--] engagements
"The market seems to be down because Oracle is losing money from renting Nvidia chips. My thesis is that TechBio and Biotech will be the biggest winners of all the compute. Oracle making a loss actually seems like a good thing for TechBio and Biotech. Buy more I should"
X Link 2025-10-07T16:48Z [---] followers, [---] engagements
"Finally some news on the San Francisco case. Haypps US subsidiary Northerner has reached a settlement for [--] M USD; [--] M was already reserved. The remaining [--] M USD will be booked as items affecting comparability in Q3 [--]. A small sum overall; one less thing to worry about. $Haypp Groups subsidiary Northerner Scandinavia Inc reaches settlement with the San Francisco City Attorney Haypp Group announces that the companys US subsidiary Northerner Scandinavia Inc has reached a settlement in the lawsuit filed by the San Francisco City Attorney in $Haypp Groups subsidiary Northerner Scandinavia Inc"
X Link 2025-10-08T06:15Z [---] followers, [---] engagements
"My aggressive TechBio rotation about a month ago is paying off. YTD up 200%. $TEM"
X Link 2025-10-08T18:44Z [---] followers, [---] engagements
"The entire biotech markets combined market cap is smaller than Nvidias. That doesnt seem right. I think theres a good chance $XBI rallies 50% in a short period. $TEM $PRME $RXRX BREAKING: Nvidia $NVDA surges to a record high market cap of $4.75 trillion. The stock has now added +$2.6 TRILLION of market cap since its April 7th low. https://t.co/1qi9PHCbm0 BREAKING: Nvidia $NVDA surges to a record high market cap of $4.75 trillion. The stock has now added +$2.6 TRILLION of market cap since its April 7th low. https://t.co/1qi9PHCbm0"
X Link 2025-10-09T17:19Z [---] followers, [----] engagements
"$STOCKA $MEKKO Marimekko among Stockmanns top [---] shareholders 🧐"
X Link 2023-06-07T21:17Z [---] followers, [---] engagements
"Interesting stock $KHG KH group. Market cap [--] mil owns KH koneet (rev 200mil) and a large portion of indoor group"
X Link 2023-07-11T13:59Z [---] followers, [---] engagements
"KH koneet EV est: [--] mil - [---] mil Indoor group EV est net to $KHG: [--] mil [----] mil debt: [--] mil if indoor group get sold for a fair price the stock could double. $KHG is also a potential acquisition target. + Web traffic for KH koneet looks good"
X Link 2023-07-11T13:59Z [---] followers, [---] engagements
"@Tintincapital Interested to hear your main reason for selling $HAYPP: is it more about fear of the overall stock market or specific risks tied to $HAYPP itself"
X Link 2024-11-18T17:54Z [---] followers, [---] engagements
"Both FRE and ALP are performing well in web traffic. If $TPB and Tucker can significantly grow these brands $TPB could become a pure play on nicotine pouches over time. Currently they represent a small part of $TPB but could quickly become a substantial portion of sales. Don't know how I missed this: $TBP is in a joint venture with Alp Pouch and has their own FRE Pouch brand. Their traditional tobacco products are generating strong cash flow making the company seem undervalued on a FCF basis. The stock has risen a lot this year but could still Don't know how I missed this: $TBP is in a joint"
X Link 2024-12-10T19:16Z [---] followers, [----] engagements
"$HAYPP capital markets day on [--] april"
X Link 2025-02-13T07:36Z [---] followers, [---] engagements
"Turns out deepseek increased demand for $NBIS after all. The 40% deepseek dip was an insane buying opportunity. Despite DeepSeeks radical cost slash we wont need 90% fewer servers. Future emulated mindswith heavier memory self-improvement loops and built-in randomnesswill demand 100x more capacity. If DeepSeek can do this with fewer params imagine bigger models. $NBIS stands to https://t.co/xvcvVcje9f Despite DeepSeeks radical cost slash we wont need 90% fewer servers. Future emulated mindswith heavier memory self-improvement loops and built-in randomnesswill demand 100x more capacity. If"
X Link 2025-02-20T14:38Z [---] followers, [---] engagements
"Closed my small $HIMS short. Earnings look solid Shorted due to wild Q4 rev hype like (510) GLP-1 uncertainty & high stock comp. Great company but sentiment was off. Interesting time to get back in"
X Link 2025-02-24T21:32Z [---] followers, [---] engagements
"Your point on M2 not driving asset performance is interesting but how do we explain inflation being lower than M2 growth while equities and bonds keep rising Using the Fisher Equation (MV = PT) changes in M2 should impact prices or transactions but M2 velocity (V) has slowed significantlylikely because capital is flowing into less liquid assets like equities and bonds (as seen in FRED data and FXEmpire analysis). This ties up money reducing its circulation in the real economy keeping consumer inflation low while inflating asset prices. Isnt this velocity slowdown the missing link Dual-axis"
X Link 2025-02-26T17:04Z [---] followers, [---] engagements
"I got this strong feelin of impendin growth in biotech. Been trackin the sector for a while and Im gettin more and more hyped just lookin at it. Take CRISPR Therapeutics $CRSP - Casgevy alone could probably justify their entire market cap. Then Phase [--] pipeline: CTX112 CTX131 CTX310 CTX320 risk-adj with solid odds some go through long-term. Research adds more upside. With techbio hyperchargin the sector Id be surprised if we dont see new all-time highs for many biotech stocks in the next two years. Whys $CRSP so cheap https://twitter.com/i/web/status/1968735736519065715"
X Link 2025-09-18T17:55Z [---] followers, [----] engagements
"My latest Execution Memo is live. Netflix short +45% in 21h Nebius post-mortem (how I sold too early) Haypp Q3 setup Why biotech is setting up for mania Execution Memo No. [---] https://t.co/8LUmCxzd9y Execution Memo No. [---] https://t.co/8LUmCxzd9y"
X Link 2025-10-02T16:31Z [---] followers, [---] engagements
"Turning Point Brands has taken a breather while FRE and ALP keep compounding almost exponentially. The company has also moved from proof of concept to over a quarter of sales coming from nicotine pouches. Still looks bullish. $TPB Both FRE and ALP are performing well in web traffic. If $TPB and Tucker can significantly grow these brands $TPB could become a pure play on nicotine pouches over time. Currently they represent a small part of $TPB but could quickly become a substantial portion of sales. https://t.co/4WIlB7GvWJ Both FRE and ALP are performing well in web traffic. If $TPB and Tucker"
X Link 2025-10-06T14:46Z [---] followers, [----] engagements
"Great idea. My Substack $TPB pitch got a decent bit of attention so I think its time for a deeper dive. I still think $TPB looks like a really good deal here. The main reason its not fully priced in is probably a mix of low investor awareness and skepticism about the eventual size of the pouch market once it matures. I personally think the market ends up somewhere around $40B and a 10% share for $TPB long term feels very achievable. If that plays out its not hard to see the stock trading much higher than today. Feels like were at a bit of a tipping point now; nicotine pouches have proven"
X Link 2025-10-07T15:20Z [---] followers, [---] engagements
"Latest execution memo out 👇 $TPB https://t.co/nmD0I15dY3 https://t.co/nmD0I15dY3"
X Link 2025-10-07T16:03Z [---] followers, [----] engagements
"Groks new image generation from still photos is scary good. For now models like this might not add much to global productivity; but the underlying tech will. The same knowledge could power cell modeling drug discovery and breakthroughs in how we cure disease. $RXRX $TEM"
X Link 2025-10-12T16:53Z [---] followers, [----] engagements
"A bit of PEAD U.S. MNA interest and a clear AI-6G narrative; Nokia could re-rate fast. $NOK $NOK calls look interesting 🧐 $NOK calls look interesting 🧐"
X Link 2025-10-28T17:09Z [---] followers, [---] engagements
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