# ![@foliotrail Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1877363116704464896.png) @foliotrail Julian Ciccale

Several companies are making significant strides in their respective industries, including $IREN, which is reallocating capital and raising guidance for its AI cloud business to $500M ARR by Q1 [----]. $APP is also making progress with its self-serve platform, which is expected to create a data flywheel and drive growth. Meanwhile, $ZETA reported its 16th consecutive beat and raise quarter, demonstrating a culture of execution.

### Engagements: [-----] [#](/creator/twitter::1877363116704464896/interactions)
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- [--] Months [---------] +50%

### Mentions: [--] [#](/creator/twitter::1877363116704464896/posts_active)
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- [--] Week [--] +217%
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### Followers: [------] [#](/creator/twitter::1877363116704464896/followers)
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- [--] Week [-----] +0.66%
- [--] Month [-----] +5.10%
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### CreatorRank: [-------] [#](/creator/twitter::1877363116704464896/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  67.78% [finance](/list/finance)  30.13% [cryptocurrencies](/list/cryptocurrencies)  19.67% [technology brands](/list/technology-brands)  7.95% [exchanges](/list/exchanges)  0.84% [automotive brands](/list/automotive-brands)  0.84% [celebrities](/list/celebrities)  0.42% [travel destinations](/list/travel-destinations)  0.42%

**Social topic influence**
[ai](/topic/ai) 24.69%, [$iren](/topic/$iren) #48, [$app](/topic/$app) #129, [market](/topic/market) #1948, [this is](/topic/this-is) 13.81%, [$tmdx](/topic/$tmdx) 13.39%, [business](/topic/business) 13.39%, [$zeta](/topic/$zeta) 11.72%, [data](/topic/data) 11.3%, [$oscr](/topic/$oscr) 9.21%

**Top accounts mentioned or mentioned by**
[@themarketjarl](/creator/undefined) [@happyjackinjax](/creator/undefined) [@wealthmatica](/creator/undefined) [@claude](/creator/undefined) [@mathlonning](/creator/undefined) [@mikealfred](/creator/undefined) [@chamath](/creator/undefined) [@anitavlallian](/creator/undefined) [@kobeissiletter](/creator/undefined) [@himshouse](/creator/undefined) [@fransbakker9812](/creator/undefined) [@openai](/creator/undefined) [@marketmaestro1](/creator/undefined) [@adtay12](/creator/undefined) [@caferoubaix](/creator/undefined) [@cantonmeow](/creator/undefined) [@realjimchanos](/creator/undefined) [@satyanadella](/creator/undefined) [@danroberts0101](/creator/undefined) [@lajit6384](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [AppLovin Corporation (APP)](/topic/$app) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [ZetaChain (ZETA)](/topic/$zeta) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Bitcoin (BTC)](/topic/bitcoin) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [BorgWarner Inc. (BWA)](/topic/$bwa) [Microsoft Corp. (MSFT)](/topic/microsoft) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Metadium (META)](/topic/$meta) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lemonade, Inc. (LMND)](/topic/$lmnd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"7/8 My bull case: EoY MW running AI + ARR 2026: 480MW $3.4B ARR 2027: 780MW $5.4B ARR 2028: 1280MW $8.7B ARR 2029: 1780MW $11.9B ARR Even my soft case (slower deploy margin compression to 55-60%) gets $130+ by [----]. At $40 the market is pricing this as if the AI build-out might not happen. Dario just told you it's happening. https://twitter.com/i/web/status/2023060980490481703 https://twitter.com/i/web/status/2023060980490481703"  
[X Link](https://x.com/foliotrail/status/2023060980490481703)  2026-02-15T15:44Z [----] followers, [---] engagements


"$IREN is my purest AI GW investment. Price action is weak but as long as contracted AI Cloud keeps climbing I stay patient. Already a 27% position even with this "drawdown". It could be months until we see $60 again; as long as they're delivering like they have been doing I simply do not care"  
[X Link](https://x.com/foliotrail/status/2022000286550683977)  2026-02-12T17:30Z [----] followers, 18.1K engagements


"@jakebrowatzke Agree I don't buy the go on prem narrative at all. This makes no sense to me. First the ROI of using out of the box tools or models is unbeatable at todays pricing of models. Unless you are developing a breakthrough molecule"  
[X Link](https://x.com/foliotrail/status/2023122379938119777)  2026-02-15T19:48Z [----] followers, [---] engagements


"$TMDX data for today. This looks bullish"  
[X Link](https://x.com/anyuser/status/1912634915583381613)  2025-04-16T22:31Z [----] followers, [----] engagements


"Nice day for $OSCR so far up +6% today. I still believe this company is incredibly undervalued. Some cool data for free for you guys (coming fresh from Folilotrail HQ)"  
[X Link](https://x.com/anyuser/status/1927429818385125463)  2025-05-27T18:20Z [----] followers, [----] engagements


"Tired of hype and fake gains Watch me manage my 8-figure portfolio. I built Foliotrail to share real time trades deep dives and AI insightstransparently. Now more accessible: Just $29/month. Grab 20% off with LAUNCH20 + 30-day trial. Ready to invest smarter #RealInvesting http://foliotrail.com http://foliotrail.com"  
[X Link](https://x.com/anyuser/status/1944714558905409566)  2025-07-14T11:04Z [----] followers, 11.1K engagements


"$TMDX model is simple = Organ tech saves lives cuts costs. Management execution top-tier. This weakness on "flight data" is a gift IMO"  
[X Link](https://x.com/anyuser/status/1961127158635499712)  2025-08-28T18:02Z [----] followers, [----] engagements


"$IREN will get hit with multiple sh** as it grows. I remember AppLovin going through the same downgrades shorts reports and here we are at $200B valuation. All good with IREN @FransBakker9812"  
[X Link](https://x.com/anyuser/status/1971492566916006030)  2025-09-26T08:30Z [----] followers, 10.1K engagements


"$APP next catalyst: the Axon Ads Manager. They're moving from a manual high-touch process with a few large clients to a self-serve platform for any business. This is the move from 'service' to 'platform.' I am watching carefully this evolution and reporting details to my subs"  
[X Link](https://x.com/foliotrail/status/1982871261656019232)  2025-10-27T18:05Z [----] followers, [----] engagements


"Rule [--]. Thesis check Ask "Did the core engine of value creation improve stall or deteriorate" For $ZETA that is share gains in data-driven marketing. For $SYM it is proof that automation demand and backlog are compounding"  
[X Link](https://x.com/foliotrail/status/2015813261204025517)  2026-01-26T15:45Z [----] followers, [---] engagements


"Rule [--]. Economics and cash Ignore the headline EPS first. Look at: Revenue vs usage or volumes Margins and incremental margins Cash generation vs stock-based comp This is how I judge $BWA or $TE as real businesses not tickers"  
[X Link](https://x.com/foliotrail/status/2015813262177124722)  2026-01-26T15:45Z [----] followers, [---] engagements


"Sharing my latest analysis on $CWAN Clearwater Analytics. Another SaaS being dragged. $CWAN is not just accounting software. It is becoming the Golden Copy of truth for institutional investing reconciling and reporting over $10T of assets daily. Thread: 🧵"  
[X Link](https://x.com/foliotrail/status/2016885043881271591)  2026-01-29T14:44Z [----] followers, [---] engagements


"Why the moat matters: * Switching costs are brutal * Clients do not leave once assets are onboarded * [--] years of data mapping creates a data network effect * Agentic AI resolves data breaks automatically * Private credit growth is a major tailwind"  
[X Link](https://x.com/foliotrail/status/2016885047547027951)  2026-01-29T14:44Z [----] followers, [---] engagements


"My take: The market still sees $CWAN as niche back-office software. That view is outdated. This is a sticky high-quality compounder with upside from private assets and AI public or private. Full analysis: 👉 https://www.foliotrail.com/tickers/CWANutm_source=x https://www.foliotrail.com/tickers/CWANutm_source=x"  
[X Link](https://x.com/foliotrail/status/2016885048490791335)  2026-01-29T14:44Z [----] followers, [---] engagements


"$APP is my worst performing position YTD. (Yes worse than $HIMS) Down 27% from my [----] avg price. (Although still up big from my cost basis.) After trimming 1/4 of my position in December I started to buy more shares. The company remains phenomenal. I am much more bullish now at these prices. I am not going anywhere. Wall St is in for a big surprise from Adam soon. https://twitter.com/i/web/status/2017622985994367174 https://twitter.com/i/web/status/2017622985994367174"  
[X Link](https://x.com/foliotrail/status/2017622985994367174)  2026-01-31T15:36Z [----] followers, [----] engagements


"Volatility is back especially in high-beta names. My stance this week is simple no heroics. Ill only add where the long-term thesis is de-risking faster than the price and Im happy to let cash and ballast like $BWA do some work"  
[X Link](https://x.com/foliotrail/status/2018315720220672116)  2026-02-02T13:29Z [----] followers, [---] engagements


"Rule [--] line of sight to self-funding. I wont make something a core if it needs perfect capital markets. For $TE my step up in conviction is about seeing credible funding and policy visibility not just "AI" or "solar" narratives"  
[X Link](https://x.com/foliotrail/status/2018349967694332161)  2026-02-02T15:45Z [----] followers, [---] engagements


"Rule [--] portfolio role. A large position must have a job. Ballast like $BWA behaves very differently from high beta AI infra like $IREN. I don't let three names do the same job at max size thats hidden concentration"  
[X Link](https://x.com/foliotrail/status/2018349968591909045)  2026-02-02T15:45Z [----] followers, [---] engagements


"@Steelmindcap Very good research I agree with the conclusion; market is excessively discounting this company. Disclaimer: I do not own any shares of $OSCR right now (I did in the past("  
[X Link](https://x.com/foliotrail/status/2020816680721453534)  2026-02-09T11:06Z [----] followers, [---] engagements


"Been in Asia almost [--] weeks for business and leisure. Barely on X. I come back and its chaos. Bulls turned bears. Permabulls crying. Big accounts margin called. Investors became traders. Traders became investors. Like Mike Tyson said: everyone has a plan until they get punched in the face. Welcome to the public markets Yes high-beta bets got crushed. So what Did we really expect markets to rally forever My top holding $IREN reported strong results and more importantly top-tier execution. Price action still doesnt reflect the quality of the business. Ill share a deeper analysis soon. Price"  
[X Link](https://x.com/foliotrail/status/2021302631516303715)  2026-02-10T19:17Z [----] followers, [---] engagements


"On another front @Claude leapfrogged @GeminiApp on deep thinking working with docs and in general getting real stuff done"  
[X Link](https://x.com/foliotrail/status/2021509085561278616)  2026-02-11T08:58Z [----] followers, [---] engagements


"Me and my team have switched coding from @claude Code to @OpenAI Codex [---] ; in [--] hours we can already feel the difference OpenAI leapfrogged Claud Code as of today. Period"  
[X Link](https://x.com/foliotrail/status/2021509410791522615)  2026-02-11T08:59Z [----] followers, [----] engagements


"@JohnnyNel_ @Claude @OpenAI It's impressive. I think sharper is the right adjective. I feel also the UX is a big improvement from Claude Code. What are you developing"  
[X Link](https://x.com/foliotrail/status/2021513379651944467)  2026-02-11T09:15Z [----] followers, [--] engagements


"1/ I am sharing here an extract of my report on $IREN earnings. Better late than never. There's a bonus with my PTs at the end of the thread TL;DR Story: Unchanged. Price action: down 25% Action: hold. $IREN reported Q2 FY2026 results that reflect a company deep in its transformation from BTC miner to AI Cloud platform. Revenue came in at $185M (down 23% QoQ) driven by declining BTC mining as GPUs replace ASICs while AI Cloud rev more than doubled to $17M. The net loss of $(155.4)M is almost entirely noise $219M in non-cash/one-time items from convertible note mechanics and a debt conversion"  
[X Link](https://x.com/foliotrail/status/2021619211575922780)  2026-02-11T16:15Z [----] followers, [---] engagements


"2/ Expectations vs. Reality Scorecard In my expectations piece (sent before earnings) I estimated a 60% chance of positive capacity-related news and a 30% chance of a binding deal on par with Microsoft. Here's how each item landed:"  
[X Link](https://x.com/foliotrail/status/2021619212402200747)  2026-02-11T16:15Z [----] followers, [---] engagements


"3/ This Is What an early Infrastructure Story Looks Like $IREN is in the messy middle of a massive transformation. The P&L looks ugly because the old business (Bitcoin mining) is being wound down while the new business (AI Cloud) hasn't fully ramped. But behind the numbers the strategic positioning is exceptional: They have the power (4.5GW+) they have the anchor customer (Microsoft $9.7B) they have the capital ($9.2B raised YTD) and they have the execution track record (7+ years 810MW operational). Only 10% of their secured power is being utilized for the current $3.4B ARR target which means"  
[X Link](https://x.com/foliotrail/status/2021619214201557464)  2026-02-11T16:15Z [----] followers, [---] engagements


"@mathlonning Just bananas. I'm not adding on this earnings move. added aggressively on the latest pullback mid $5XX $500 and $389. Right now 10% on $APP. Waiting for the call 👊"  
[X Link](https://x.com/foliotrail/status/2021698469467975767)  2026-02-11T21:30Z [----] followers, [----] engagements


"$APP. Adam talking about volatility and AI. When he looks at their dashboard all the metrics are at all-time highs. Real disconnect between market sentiment and the reality of their business"  
[X Link](https://x.com/foliotrail/status/2021706756775203243)  2026-02-11T22:03Z [----] followers, [----] engagements


"$APP. Many repeated questions about $META moving in their market Adam keeps explaining how well their model works and their MOAT is intact and how impossible the $META threat is. Call is getting boring (Adam and Matt certainly look bored). Lots of nonsense questions repeated topics from past quarters. https://twitter.com/i/web/status/2021717531128480178 https://twitter.com/i/web/status/2021717531128480178"  
[X Link](https://x.com/foliotrail/status/2021717531128480178)  2026-02-11T22:46Z [----] followers, [----] engagements


"Like it or not $HOOD selloff is about multiple not the business. 52% rev growth 56% EBITDA margin and [--] lines $100M ARR dont scream broken. Market fixated on no rev guide; and frustrated. Plus $BTC drawdown not helping. The road from $20B to $70B was harder than the road from $70B to $250B; if you are patient. https://twitter.com/i/web/status/2021947240965689670 https://twitter.com/i/web/status/2021947240965689670"  
[X Link](https://x.com/anyuser/status/2021947240965689670)  2026-02-12T13:59Z [----] followers, [----] engagements


"@dsteinberg10000 @ZetaGlobal Very well said David. Keep executing. The "comeback" will be for the books"  
[X Link](https://x.com/foliotrail/status/2021992210410201198)  2026-02-12T16:58Z [----] followers, [---] engagements


"@mikealfred Agree. I liquidated $BWA for this reason. Too soon but hey"  
[X Link](https://x.com/foliotrail/status/2022012916913070135)  2026-02-12T18:20Z [----] followers, [---] engagements


"$ZETA drawdown looks more like position clean-up than "thesis" break. Doing fresh math top-down across [--] different valuation multiples: EV/Rev; EV/EBITDA or P/E (PEG); and applying current peers' (who already had similar 30%/40% haircuts) medians to $ZETA. I get to (using last reported financials and estimates): EV/Rev = $47 EV/EBITDA = $36 P/E = $18 (the lowest as $ZETA is not GAAP profitable *yet*) https://twitter.com/i/web/status/2022044790670479732 https://twitter.com/i/web/status/2022044790670479732"  
[X Link](https://x.com/foliotrail/status/2022044790670479732)  2026-02-12T20:27Z [----] followers, [---] engagements


"@mathlonning Fake bounce but yeah. How quickly everything changed on a couple of weeks right"  
[X Link](https://x.com/foliotrail/status/2022210217124229158)  2026-02-13T07:24Z [----] followers, [---] engagements


"I've been a shareholder since spring [----]. This company is just amazing Adam execution is absolutely top of the world level. And the financials well. there is not another company at that size with that. Look (extract from my earnings report): $APP delivered a monster Q4 and full year [----] growing revenue 66% YoY to $1.66B with an 84% Adjusted EBITDA margin. *This is one of the strongest financial profiles in public markets period.* The core mobile gaming business keeps accelerating while e-commerce is scaling from early innings with real proof points. Q1'26 Guidance (5-7% sequential growth"  
[X Link](https://x.com/foliotrail/status/2022312697459597788)  2026-02-13T14:11Z [----] followers, [---] engagements


"@wealthmatica Correct. On my note I refer to the gaming business meaning actual "gaming *AD* business""  
[X Link](https://x.com/foliotrail/status/2022313513343992183)  2026-02-13T14:14Z [----] followers, [---] engagements


"good point. this is tricky App is a major player right now. They claim their AI model works without this bridging ids however if ever META or AAPL enforce ther ToS I guess we could see erosion on their margins. the probability of this is non-zero. on the other hand the probability of them going out of business is think is really low https://twitter.com/i/web/status/2022315688266707181 https://twitter.com/i/web/status/2022315688266707181"  
[X Link](https://x.com/foliotrail/status/2022315688266707181)  2026-02-13T14:23Z [----] followers, [---] engagements


"@buccocapital I think the right question to ask is: Why would anyone (online) use anything other than Stripe"  
[X Link](https://x.com/foliotrail/status/2022316889720938839)  2026-02-13T14:28Z [----] followers, [---] engagements


"It was a great report. I liked your grenade comparison is so true and I don't think we're out of the woods yet. It would be appreciated if you post a bigger analysis on the situation we're now. Where growth/tech has pulled back significantly (in many cases erasing a year worth of gains) vs IWM QQQ SPY which are sitting comfy near ATHs"  
[X Link](https://x.com/foliotrail/status/2022335984151548349)  2026-02-13T15:44Z [----] followers, [---] engagements


"Market is obsessing over $APP competition headlines while ignoring elite margins on strong growth and a reasonable PEG. Story unchanged multiple reset. The single metric I care about into Q1: conversion rate on impressions. If that keeps grinding higher the rest is noise"  
[X Link](https://x.com/foliotrail/status/2022336231019864351)  2026-02-13T15:45Z [----] followers, [----] engagements


"@MarketMaestro1 looking forward buddy when are you coming to Madrid 😎"  
[X Link](https://x.com/foliotrail/status/2022351431790137405)  2026-02-13T16:45Z [----] followers, [--] engagements


"@TheMarketJarl @happyjackinjax Investors are to be concerned about the future not the past. That is why $APLD trades at 30x fwd revenues vs $IREN at 7.6x"  
[X Link](https://x.com/foliotrail/status/2022353771733590301)  2026-02-13T16:54Z [----] followers, [---] engagements


"$BTC post quantum. Do you think it's vulnerable We are talking about a $1.3T asset. I think an upgrade is incoming sooner or later. FYI ssh already says: ** WARNING: connection is not using a post-quantum key exchange algorithm. ** This session may be vulnerable to "store now decrypt later" attacks. ** The server may need to be upgraded. See . https://twitter.com/i/web/status/2022368573407089143 https://twitter.com/i/web/status/2022368573407089143"  
[X Link](https://x.com/foliotrail/status/2022368573407089143)  2026-02-13T17:53Z [----] followers, [--] engagements


"6/8 The 50/50 training/inference split matters too. Dario's example: pay $100B for compute the inference half supports $150B revenue (+50% gross margin) the other $50B goes to training. This validates IREN holding out for cloud-grade contracts (full GPU deployment) instead of settling for lower-margin colocation. The economics justify paying premium for high-density liquid-cooled facilities. Exactly what $IREN builds"  
[X Link](https://x.com/foliotrail/status/2023058947674866078)  2026-02-15T15:36Z [----] followers, [---] engagements


"2025 is closed. Here is the damage. S&P 500: +16% Nasdaq: +19% My Portfolio: +52% (Audit in progress) This marks my 6th consecutive year compounding at 45% CAGR. While you were 'waiting for a pullback' on $APP and $HOOD I was riding them to multi-bagger returns"  
[X Link](https://x.com/anyuser/status/2006809674906316906)  2026-01-01T19:28Z [----] followers, 766.7K engagements


"$HOOD post earning selloff looks more about multiple panic than business. Strong rev growth solid margins multiple $100M+ lines and the stock trades like the SuperApp bet already failed. I already added last week waiting for stabilization for my next add. It's not core to my portfolio but rather a 5% holding"  
[X Link](https://x.com/foliotrail/status/2021581394510582120)  2026-02-11T13:45Z [----] followers, [---] engagements


"* Interviewer: "Do you think space data centers will provide a meaningful amount of compute for OpenAI in the next two to three years . Five years @sama: "No" (Pragmatism vs. Hype) https://www.youtube.com/live/rMZ3dnduL4k https://www.youtube.com/live/rMZ3dnduL4k"  
[X Link](https://x.com/foliotrail/status/2021596086108852374)  2026-02-11T14:44Z [----] followers, [---] engagements


"4/ Bonus: My $IREN Price Targets I have adjusted my model to consider the new information that I have now. I have not changed multiples only the underlying data behind it. The new PTs are roughly +-10% from the previous one I had so I still stand by these targets: In my original model I had estimated 7.5% interest rate payment it's now 6% but blended 3%. I am using 5% blended to be on the safe side I added debt amortisation as per CFO explanation (which reduces debt and increases market cap) Scaled down Adj. EBITDA margins and Rev x MW: to consider a more complex mix of revenue profile not"  
[X Link](https://x.com/foliotrail/status/2021619215304659429)  2026-02-11T16:15Z [----] followers, [---] engagements


"We are probably still in the early innings of the biggest tech revolution we are going to see in our lifetime and the market" is bullish on consumer defensive Really 😂"  
[X Link](https://x.com/foliotrail/status/2021994435538825225)  2026-02-12T17:06Z [----] followers, [---] engagements


"AI is a bubble; compute CAPEX is garbage; these are fake dollars; fake accounting; totally rubbish. 😂😂😂 Anthropic: "Today our run-rate revenue is $14 billion - with this figure growing 10x annually in each of the past three years." @AltimeterCap happy to return again as a Major Investor in the latest $30 B / $380 B round. 👊🚀 https://t.co/QouEPVGTrW Anthropic: "Today our run-rate revenue is $14 billion - with this figure growing 10x annually in each of the past three years." @AltimeterCap happy to return again as a Major Investor in the latest $30 B / $380 B round. 👊🚀"  
[X Link](https://x.com/foliotrail/status/2022035404938195179)  2026-02-12T19:49Z [----] followers, [---] engagements


"sarcasm in case you are wondering 😉"  
[X Link](https://x.com/foliotrail/status/2022035488828477505)  2026-02-12T19:50Z [----] followers, [---] engagements


"I share every position every trade every weight in my +$10M portfolio CPA-audited 52% return in [----]. You can see exactly what I own and why. 7-day trial for $7 https://www.foliotrail.com/subscribeutm_source=x https://www.foliotrail.com/subscribeutm_source=x"  
[X Link](https://x.com/foliotrail/status/2022241243603091759)  2026-02-13T09:27Z [----] followers, [---] engagements


"No new executions this week. I want to see either: 1) real capitulation in my names (forced liquidations not just red screens) or 2) a clean reset in macro data/volatility. Until one of those shows up best move for me is doing nothing and letting theses play out"  
[X Link](https://x.com/foliotrail/status/2022289403402412213)  2026-02-13T12:39Z [----] followers, [---] engagements


"@wealthmatica This SaaS sellof is pure madness. Remember when $GOOG was trading at $140 last year Well it was AI fears too now it's trading at $300. Not implying this will be the case for $NOW but all SaaS is not created equal"  
[X Link](https://x.com/foliotrail/status/2023067486036607218)  2026-02-15T16:10Z [----] followers, [---] engagements


"@damianplayer true however I don't see how this is bearish for SaaS. actually the opposite"  
[X Link](https://x.com/foliotrail/status/2023122606279254232)  2026-02-15T19:49Z [----] followers, [--] engagements


"$IREN is still my largest stock position and thats not changing here. Darios GW math plus $IREN secured multi-GW power and sub-6% GPU financing line up with my bull case. Market trades it still like BTC beta; I think its mispricing contracted AI ARR and power scarcity"  
[X Link](https://x.com/foliotrail/status/2023408023922720944)  2026-02-16T14:44Z [----] followers, [----] engagements


"$ZETA named Disney Live Certified DSP boosting digital ad reach. Could see revenue lift if live sports/entertainment partnerships grow. Through @adtay12"  
[X Link](https://x.com/anyuser/status/1935630561923526747)  2025-06-19T09:27Z [----] followers, [---] engagements


"Reminder of the last quarters: Zeta is delivering strong accelerating growth: Revenue growth: +33% (Q2) +42% (Q3) +50% (Q4) +36% (Q1 2025). Guidance raised three timesQ2 Q3 and again in Q1 2025showing confidence and visibility. Margins expanding fast: EBITDA grew from 16.9% (Q2) to 20% (Q3) ending FY [----] at 19.2% showing solid operating leverage"  
[X Link](https://x.com/anyuser/status/1935801895391576086)  2025-06-19T20:48Z [----] followers, [---] engagements


"These are my $APP price targets based on my research. Yes Im bullish and optimistic in their capacity to ramp up the web/e-commerce revenue. NFA"  
[X Link](https://x.com/foliotrail/status/1937943581420855415)  2025-06-25T18:38Z [----] followers, [----] engagements


"Panic sellers continue to dump $OSCR on the Barclays note which I think is BS. The sooner we flush them the better"  
[X Link](https://x.com/anyuser/status/1940414101043413283)  2025-07-02T14:15Z [----] followers, [----] engagements


"I still stand by these targets $OSCR . And these were laid out much before than all this X hype"  
[X Link](https://x.com/anyuser/status/1940523710034874869)  2025-07-02T21:31Z [----] followers, [----] engagements


"Added more $OSCR again. Top [--] position"  
[X Link](https://x.com/anyuser/status/1940806807871476017)  2025-07-03T16:16Z [----] followers, [----] engagements


"Crazy thought $APP surpassing $PLTR market cap in [----]. I think it's possible. Real dollars win"  
[X Link](https://x.com/foliotrail/status/1941589498220929270)  2025-07-05T20:06Z [----] followers, [----] engagements


"$APP do you know what efficiency looks like This is AppLovin revenue per employee 🤯. I am not being sidelined on this money printing machine"  
[X Link](https://x.com/foliotrail/status/1945831945398534284)  2025-07-17T13:04Z [----] followers, [----] engagements


"@CafeRoubaix Pogi will do it"  
[X Link](https://x.com/foliotrail/status/1945933199101571541)  2025-07-17T19:46Z [----] followers, [----] engagements


"$ZETA moat in marketing is underrated. Management crushing execution projecting 30%+ revenue growth. Added on recent dips confident in outperformance"  
[X Link](https://x.com/foliotrail/status/1946194375429533811)  2025-07-18T13:04Z [----] followers, [----] engagements


"Feeling bullish on $HIMS expansion to new markets. This is just the start"  
[X Link](https://x.com/foliotrail/status/1946345073450385569)  2025-07-18T23:03Z [----] followers, [----] engagements


"Our $ZETA community is still small. What will happen when we hit $20 And $30 . And $50 Hold strong"  
[X Link](https://x.com/anyuser/status/1948164096169513453)  2025-07-23T23:31Z [----] followers, [----] engagements


"$ZETA execution flawless revenues accelerating. Top conviction hold. This is my CEO ;)"  
[X Link](https://x.com/anyuser/status/1948730731380744659)  2025-07-25T13:03Z [----] followers, [----] engagements


"$IREN powering the AI boom with green energy. Deals in pipeline could triple capacity. I think 5x is possible in less than [--] years. Patience on this beast"  
[X Link](https://x.com/anyuser/status/1949968385300631672)  2025-07-28T23:01Z [----] followers, 11.9K engagements


"$ZETA management dropping gems in latest call about how customer spend is optimized through ZMP. This may look subtle on the surface but it's very important"  
[X Link](https://x.com/anyuser/status/1950255618125619625)  2025-07-29T18:02Z [----] followers, [----] engagements


"I'm going through $TMDX materials. I have no words other than what an absolute beast of a company and CEO They've crushed it. Some gems for you guys (5)"  
[X Link](https://x.com/anyuser/status/1950841421650350426)  2025-07-31T08:50Z [----] followers, [----] engagements


"$IREN power assets are the differentiator in AI compute. Deals incoming revenues to triple with [--] EH/s delivered and $BTC exploding. Super bullish. Even @chamath is building an AI data center: https://x.com/chamath/status/1927373268828266795 Announced this today Were going to build a [--] GW AI data center in Arizona. Ive never done a RE deal so working with a great RE investor @anitavlallian with a vision for the project was key. Anita is a star. Ultimately this will require us investing $25B to get the entire https://t.co/XWYFPldg5J https://x.com/chamath/status/1927373268828266795 Announced"  
[X Link](https://x.com/anyuser/status/1951055536142606817)  2025-07-31T23:01Z [----] followers, [----] engagements


"@KobeissiLetter Data manipulation works both ways my friend"  
[X Link](https://x.com/anyuser/status/1951272877249933452)  2025-08-01T13:24Z [----] followers, [----] engagements


"$APP This is the page every advertiser is now watching waiting patiently for AppLovin to open the gates to its newest web ad engine. The line is long"  
[X Link](https://x.com/anyuser/status/1951342684884418890)  2025-08-01T18:02Z [----] followers, [----] engagements


"And you are bearish on $IREN 🤯 The AI infrastructure build-out is so gigantic that in the past [--] months it contributed more to the growth of the U.S. economy than /all of consumer spending/ The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months *alone* 1/🧵 https://t.co/sHMK1zI0sP The AI infrastructure build-out is so gigantic that in the past [--] months it contributed more to the growth of the U.S. economy than /all of consumer spending/ The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months"  
[X Link](https://x.com/anyuser/status/1951642165920342271)  2025-08-02T13:52Z [----] followers, [----] engagements


"Thinking about $OSCR : Their tech platform crushes admin costs letting them undercut competitors on premiums. Management's executing flawlessly membership up 40% YoY. In 3-5 years they'll dominate health insurance. Staying patient here"  
[X Link](https://x.com/anyuser/status/1952505097574826408)  2025-08-04T23:01Z [----] followers, [----] engagements


"Posting some $ZETA data ahead of earnings. Including my price targets (based on my own model)"  
[X Link](https://x.com/anyuser/status/1952684697466601831)  2025-08-05T10:54Z [----] followers, [----] engagements


"$IREN power play: Owning sites with cheap energy = ONLY MOAT for AI compute. Horizon [--] on track announcements coming. Plus sites already mining + AI HPC. Rerating upward soon. Bullish af"  
[X Link](https://x.com/anyuser/status/1952867534371192922)  2025-08-05T23:01Z [----] followers, [----] engagements


"$ZETA amazing quarter as I was expecting. Updates already on Foliotrail (position investment model UNCHANGED deep dive). Guidance was revised up (trending to my model) and kept their [----] goal. BULLISH TL;DR: Story: unchanged Price up 10% Action hold. Revs up 35% to $308m and cash profit (adjusted EBITDA) surged 52% to $59m so the team raised its [----] outlook higher by $21m at midpoint. Profit margin expanded to 19.1% and free cash flow hit $34mabout 57% conversion. Zetas new AI Zeta Answers drove agency expansions and public sector wins while the company repurchased $32m in shares (zero net"  
[X Link](https://x.com/anyuser/status/1953030288340054187)  2025-08-06T09:48Z [----] followers, 10.7K engagements


"$TMDX update: Transplant tech saves lives and saves hospitals millions. Their tech and OCS [---] will enable them to hit 20K transplants per year. Added on latest earnings pop and added more on recent dips. Holding strong"  
[X Link](https://x.com/foliotrail/status/1953879332750819816)  2025-08-08T18:01Z [----] followers, [----] engagements


"Which of my companies had triple digit revenue growth the last [--] quarters at +90% GM Yes its $IREN and as much as I want it to pull back to sub $10 to double my position it looks ready to 💥 And were JUST getting started look 👇"  
[X Link](https://x.com/anyuser/status/1953954673783603451)  2025-08-08T23:01Z [----] followers, 10.8K engagements


"Market volatility Remember dips are opportunities if fundamentals hold. $APP ad AI technology gap is widening with AXON. Stay the course. You never own enough $APP shares"  
[X Link](https://x.com/anyuser/status/1955041821924479251)  2025-08-11T23:01Z [----] followers, [----] engagements


"Excited about $ZETA future: Omnichannel data platform customers stick because ROI is high. Revenue could triple as enterprises adopt. Management's killing it"  
[X Link](https://x.com/anyuser/status/1955766638206177405)  2025-08-13T23:01Z [----] followers, [----] engagements


"@himshouse Ive been adding since $50. Now more aggressively"  
[X Link](https://x.com/foliotrail/status/1957852021777711422)  2025-08-19T17:07Z [----] followers, [----] engagements


"@cantonmeow $IREN is going to blow people minds. In [----] it will be the stock everyone wished they've invested in"  
[X Link](https://x.com/anyuser/status/1958964980809965944)  2025-08-22T18:50Z [----] followers, [----] engagements


"Is the market completely mispricing the long-term potential of $APP I've spent more than a year following this company and tons of hours of due diligence: my model suggests the upside is significant. A fascinating CEO and business quietly printing $800M cash per quarter"  
[X Link](https://x.com/anyuser/status/1960115241741693209)  2025-08-25T23:01Z [----] followers, [----] engagements


"$TMDX fundamentals are just incredible. Don't stress about the short term price action. Plus this is a life-saving tech happy to own it"  
[X Link](https://x.com/foliotrail/status/1960477627640058027)  2025-08-26T23:01Z [----] followers, [----] engagements


"The future of $OSCR isn't just selling insurance; it's licensing its technology. +Oscar is a SaaS product sold to other healthcare systems to help them manage risk and improve efficiency. This is another high-margin scalable growth engine that most are overlooking"  
[X Link](https://x.com/anyuser/status/1961564784811196537)  2025-08-29T23:01Z [----] followers, [----] engagements


"Ive been grinding a lot for my group. Deep dive sent with full blown financial model for $LMND 🔥🔥"  
[X Link](https://x.com/anyuser/status/1963629573259620595)  2025-09-04T15:45Z [----] followers, [----] engagements


"The addressable market for $TMDX isn't just the number of transplants today; it's the number of organs currently discarded. Their technology is designed to increase the utilization of marginal organs (hearts lungs livers) that would otherwise be rejected effectively expanding the entire market"  
[X Link](https://x.com/anyuser/status/1963739113665786020)  2025-09-04T23:01Z [----] followers, [----] engagements


"$APP business model in [--] words Cash printing machine. That's the post"  
[X Link](https://x.com/foliotrail/status/1963950922469417142)  2025-09-05T13:02Z [----] followers, [----] engagements


"If you look at $ZETA chart price has been consolidating with heavy buying at support level. So sooner or later we're due a massive recovery to previous ATHs"  
[X Link](https://x.com/anyuser/status/1965410528265994569)  2025-09-09T13:42Z [----] followers, [----] engagements


"As a former software CEO I know the power of high switching costs. $ZETA platform becomes the central nervous system for a CMO. Ripping it out isn't just costly; it's corporate open-heart surgery. That's a durable moat you can't easily quantify on a balance sheet 🤫"  
[X Link](https://x.com/anyuser/status/1965551065681571876)  2025-09-09T23:01Z [----] followers, [----] engagements


"Team our CEO has our back of course $ZETA"  
[X Link](https://x.com/anyuser/status/1966130552697713142)  2025-09-11T13:23Z [----] followers, [----] engagements


"The market still mislabels $IREN as just a miner dipping their toes on AI HPC. As a former software founder I see them as a true infra play. The real strategy is becoming an energy and asset manager providing the low-cost compute that powers everything else. That's real"  
[X Link](https://x.com/anyuser/status/1966638240133230661)  2025-09-12T23:01Z [----] followers, [----] engagements


"1/3 OK I've fully read the $OSCR announcement (linked below). This is very very interesting. And has a not so hidden "gem" 👀👀"  
[X Link](https://x.com/anyuser/status/1967855736484180371)  2025-09-16T07:39Z [----] followers, 29.9K engagements


"3/3 Quote: ".the potential extension of enhanced premium tax credits". This is the most important statement in the press release By explicitly stating they are raising money to be ready for an extension management is signaling a strong belief that ACA will likely be renewed. It looks to me like that ACA extension (for [--] year) looks on the table. This would be massive"  
[X Link](https://x.com/anyuser/status/1967855740040704316)  2025-09-16T07:39Z [----] followers, [----] engagements


"Why is $OSCR tech an advantage It attacks the bloated administrative costs of healthcare. In my own company we used tech to crush costs and boost margins. Their tech model gives them an advantage that compounds over time"  
[X Link](https://x.com/anyuser/status/1969174954634568056)  2025-09-19T23:01Z [----] followers, [----] engagements


"The market underestimates Marks ability to bring $OSCR to a whole new level of domination. ACA or not it wont matter. Determination and adaptability do"  
[X Link](https://x.com/foliotrail/status/1970912983275438435)  2025-09-24T18:07Z [----] followers, [----] engagements


"$APP has all the hallmarks of the best software firms I've seen on my "PE era": high gross margins scalable infrastructure and immense operating leverage. Cherry on the cake Incredible CEO"  
[X Link](https://x.com/anyuser/status/1971349368818033116)  2025-09-25T23:01Z [----] followers, [----] engagements


"Its lunchtime and $IREN volume is already +40% above avg. Say goodbye to the tourists getting off at this station Im staying on the train for the full trip"  
[X Link](https://x.com/anyuser/status/1971612129339003279)  2025-09-26T16:25Z [----] followers, [----] engagements


"The market for AI compute is splitting into GPU rich clouds for training and lower cost centers for inference. $IREN is perfectly positioned. As a founder conventional wisdom says you don't fight the giants head-on. But in this case with this TEAM I think we have a chance to crush them"  
[X Link](https://x.com/anyuser/status/1971711685481103754)  2025-09-26T23:01Z [----] followers, 14.3K engagements


"IMO the market STILL undervalues $APP AXON. It's a high-margin capital-light business that benefits from immense network effects. The more companies that join the more valuable the platform becomes for everyone"  
[X Link](https://x.com/anyuser/status/1973448396024291543)  2025-10-01T18:02Z [----] followers, 13K engagements


"The best investments often feel uncomfortable. $IREN for example when I invested the stock already ran +200% from the lows. Is it too late As an investor who's seen multiple cycles I know these are the wrong questions. The right question: will this business be bigger and more profitable in [--] years"  
[X Link](https://x.com/anyuser/status/1973886148373012545)  2025-10-02T23:01Z [----] followers, 18.5K engagements


"Iris Energy ($IREN) and Applovin ($APP) are prime examples of this ("self" funding). One uses profits from Bitcoin mining the other from its ad business to finance aggressive expansion into new territory without diluting shareholders. This is a massive structural advantage"  
[X Link](https://x.com/anyuser/status/1974173234560954854)  2025-10-03T18:02Z [----] followers, [----] engagements


"When I was scaling my software company we used the cash flow from our legacy product to build the next-gen platform. Its a classic operators move. Seeing $IREN use its Bitcoin mining to fund an AI GPU buildout is the same playbook on a massive scale. Wall Street calls it a pivot; I call it smart capital allocation"  
[X Link](https://x.com/anyuser/status/1974248365366923680)  2025-10-03T23:01Z [----] followers, 14.4K engagements


"$TMDX isn't a medical device company; it's a vertically integrated logistics business that happens to use a medical device. Its moat is the service network (NOP) not just the box (OCS). Service revenue is growing faster than product revenue confirming this"  
[X Link](https://x.com/anyuser/status/1975260320126931198)  2025-10-06T18:02Z [----] followers, [----] engagements


"The market is partially still pricing $IREN like a volatile Bitcoin miner. But management is building a high-margin recurring revenue AI Cloud business. If they hit their target of $500M+ ARR the current valuation will look absurdly cheap in hindsight. The risk/reward is all in that execution which the team has proven to deliver time and time again"  
[X Link](https://x.com/foliotrail/status/1975335593979584906)  2025-10-06T23:01Z [----] followers, [----] engagements


"$ZETA delivered its 16th consecutive "beat and raise" quarter. Revenue grew 35% and Adj. EBITDA grew 52%. They run the business with a clear operational cadence that builds investor trust. What do you think happens Q3"  
[X Link](https://x.com/anyuser/status/1975985210006110336)  2025-10-08T18:02Z [----] followers, [----] engagements


"The market STILL thinks $TMDX sells the Organ Care System (OCS) and will OCS2.0. They don't They sell the National OCS Program (NOP) a fully integrated service of tech surgical teams and dedicated logistics. End to end"  
[X Link](https://x.com/anyuser/status/1976347680809816564)  2025-10-09T18:03Z [----] followers, [----] engagements


"When you scale a services business the bottleneck is always talent. For $TMDX the constraint isn't capital or hospital demand; it's the finite supply of highly trained organ procurement surgeons and clinical specialists and so on. It's the one thing you can't scale overnight and also their impenetrable defense"  
[X Link](https://x.com/anyuser/status/1976422867051893192)  2025-10-09T23:01Z [----] followers, [----] engagements


"$APP generated a staggering $768M in Free Cash Flow in Q2 alone with 81% Adjusted EBITDA margins. This financial firepower allows them to self-fund R&D growth initiatives and $341M in share buybacks in a single quarter"  
[X Link](https://x.com/foliotrail/status/1977797342406340814)  2025-10-13T18:03Z [----] followers, [----] engagements


"The term "AI" is thrown around so much it's become meaningless. I only care when a company can prove its AI delivers a quantifiable superior result that translates directly to the P&L. Like the case of $APP"  
[X Link](https://x.com/anyuser/status/1978446993824293260)  2025-10-15T13:04Z [----] followers, [----] engagements


"$APP AI engine AXON is the real deal. Its sole purpose is to maximize Return on Ad Spend (ROAS) for clients. The proof A 77% YoY revenue surge and 81% adj EBITDA margins. The AI isn't a feature; it is the business. And there's more it's not even fully launched yet"  
[X Link](https://x.com/anyuser/status/1978522142770626965)  2025-10-15T18:03Z [----] followers, [----] engagements


"Listen to Adam. The launch of $APP self-serve platform is the catalyst that could ignite a powerful flywheel. More advertisers - more data - smarter AI - better ROAS - more advertisers. I saw this in my own industry. The company with the best data feedback loop always wins. This move could exponentially widen their technological moat"  
[X Link](https://x.com/anyuser/status/1978597127803584996)  2025-10-15T23:01Z [----] followers, [----] engagements


"After a brutal Q2 $OSCR CEO Mark Bertolini made a definitive statement: "We believe the market will stabilize next year and we expect to return to profitability in 2026." The company is raising rates and cutting $60M in admin costs to get there"  
[X Link](https://x.com/anyuser/status/1978884798828405245)  2025-10-16T18:04Z [----] followers, [----] engagements


"Simple: $IREN real advantage isn't in mining or AI software but in its control over power land and data centers. It has secured [----] MW of power and operates [---] MW of data center capacity. These are HARD REAL WORLD ASSETS"  
[X Link](https://x.com/anyuser/status/1980337713564745781)  2025-10-20T18:17Z [----] followers, [----] engagements


"One of my own companies had to lease all its data center capacity. The renewal terms were brutal and unpredictable. $IREN is avoiding this trap by owning the infrastructure. As Dan said their vertical integration gives them control over the "key bottlenecks." This is how you build a lasting empire"  
[X Link](https://x.com/anyuser/status/1980409163877359809)  2025-10-20T23:01Z [----] followers, [----] engagements


"Good morning $TMDX investors. True market leaders don't just compete; they create entirely new markets or fundamentally reshape existing ones"  
[X Link](https://x.com/foliotrail/status/1980621560646881282)  2025-10-21T13:05Z [----] followers, [----] engagements


"$TMDX is not just taking share in the organ transplant market; it's fundamentally expanding the Total Addressable Market by increasing the number of viable organs available each year through its OCS/NOP ecosystem"  
[X Link](https://x.com/anyuser/status/1980696504684646506)  2025-10-21T18:03Z [----] followers, 12.4K engagements


"The potential here is massive. The kidney transplant market alone is 2.5x the size of the heart lung and liver markets combined. By making more organs viable $TMDX isn't just a business; it's a life-saving platform with a near-monopolistic hold"  
[X Link](https://x.com/anyuser/status/1980771627760578753)  2025-10-21T23:02Z [----] followers, [----] engagements


"Everyone is focused on $IREN AI re purposing (not pivot). They're missing the how. This isn't a dilutive hope-fueled 'pivot.' It's a capital allocation masterstroke. They're using their high-margin BTC mining as a self-funding cash engine for the AI buildout. They control their own destiny. That's a real moat"  
[X Link](https://x.com/anyuser/status/1981496293491892404)  2025-10-23T23:01Z [----] followers, 13.3K engagements


"$IREN's Q4 FY25 'all-in cash cost' to mine one Bitcoin was $36k. The average sale price was $99k. That's a 60% gross margin. This is the 'engine' I wrote about for Foliotrail subs. It's one the keys to the whole thesis"  
[X Link](https://x.com/anyuser/status/1981783959332630741)  2025-10-24T18:04Z [----] followers, [----] engagements


"I've built and scaled infrastructure. The hardest part isn't the tech it's the foundation. $IREN true moat is its vertical integration. They own the 'key bottlenecks' of the AI revolution: 2.9GW of secured power. You can't just 'compete' with that. You have to build it. That takes years and billions. The best part There's plenty more of it "undisclosed" still to be connected. Watch "Where power meets connectivity""  
[X Link](https://x.com/anyuser/status/1981858861574168958)  2025-10-24T23:02Z [----] followers, 41.4K engagements


"The new $APP self-serve platform isn't just a new product. It's a data flywheel. As a software CEO I know this play. More SMB users - more data - smarter AI (AXON) - better ROAS - attracts more users. It's a network effect. This is how you build an insurmountable tech moat and they're doing it right in front of us. Worried about SEC probes Have you checked $META history"  
[X Link](https://x.com/anyuser/status/1982945929993781644)  2025-10-27T23:02Z [----] followers, [----] engagements


"As a CEO a 'clean cap table' was my obsession. When I see companies like $IREN and $APP using massive internally generated cash flow to fund their next growth S-curve I pay attention. They scale faster answer to no one and don't dilute existing shareholders. It's a massive underappreciated advantage"  
[X Link](https://x.com/anyuser/status/1983957742994731515)  2025-10-30T18:02Z [----] followers, 39.9K engagements


"@RealJimChanos I've scaled many companies to [--] figure valuations (not B yet). Negative FCF without context is a meaningless metric. Look I know you don't like this business. Totally fair. That's why it's a free market. I have strong conviction on them hugely surprising in the next [--] years"  
[X Link](https://x.com/anyuser/status/1983995429936411130)  2025-10-30T20:32Z [----] followers, [----] engagements


"$IREN this is just the beginning. Amazing work also from the $MSFT team. Demand is real all companies in the world large or SMBs are boarding the AI train with them. We at $IREN are giving them access to this precious technology that will shape our economy and lives for decades to come. Well done @satyanadella and @danroberts0101 . Top tier CEOs executing and delivering value to their customers at scale"  
[X Link](https://x.com/anyuser/status/1985303963315368243)  2025-11-03T11:12Z [----] followers, [----] engagements


"@mikealfred We trust you and the team at $IREN. All this nonsense about "a bad deal" is pure BS IMO. CEOs/Operators win. Accountants lose"  
[X Link](https://x.com/anyuser/status/1985766588872524067)  2025-11-04T17:50Z [----] followers, [----] engagements


"$IREN definitively validated my entire long-term strategy. They are no longer a Bitcoin miner. They are officially a tier-one AI hyperscale infrastructure provider. Ive just updated my financial models following their record Q1 FY26 and MW expansion including their massive $9.7B AI Cloud contract with Microsoft. Numbers look bananas Here is the alpha that most "accountants" keep missing: $MSFT didn't just sign a contract. They provided a 20% upfront prepayment ($1.9B) to fund the GPU CapEx. When a +$3T company hands you nearly $2B in cash before you even start building your proprietary data"  
[X Link](https://x.com/anyuser/status/1986810251501298046)  2025-11-07T14:57Z [----] followers, 17.6K engagements


"$APP just posted 82% Adj. EBITDA margins while growing revenue 68% YoY. Read that again. 82% margins at this scale isn't just good execution; its a software monopoly in the making. Like I've said many times before: $APP is a money printer"  
[X Link](https://x.com/anyuser/status/1987958834074165699)  2025-11-10T19:01Z [----] followers, [----] engagements


"$IREN After the absolute domination in the AI HPC arena: my models got a serious workout last week. I have [--] cases: bullish and uber bullish. Both look nuts"  
[X Link](https://x.com/anyuser/status/1988034201694683388)  2025-11-11T00:01Z [----] followers, 10.9K engagements


"IMO $TMDX is officially leaving the "hyper-growth startup" phase and entering "global enterprise" status. This is formally called "Growth at Scale." I call it winning. The roadmap to $1B+ revenue just got a lot clearer. Check out the LTM rev trend below"  
[X Link](https://x.com/anyuser/status/1988396635521437849)  2025-11-12T00:01Z [----] followers, [----] engagements


"If you're invested in $IREN or interested in general about AI infrastructure and GPUs I highly recommend you listen to Lisa Su's interview (CEO of $AMD). I've listened carefully and it keeps validating my entire thesis around $IREN. She states the AI market is accelerating demand is real and customers are now at an inflection point seeing real productivity (this is obvious). She and Jensen are saying the same thing. So what Where and how are customers going to plug in their GPUs They need real-world assets land and power that $IREN perfectly controls and knows how to PROFITABLY deliver. $IREN"  
[X Link](https://x.com/anyuser/status/1988673599348023487)  2025-11-12T18:21Z [----] followers, 15.1K engagements


"2025 is closed. Here is the damage. S&P 500: +16% Nasdaq: +19% My Portfolio: +52% (Audit in progress) This marks my 6th consecutive year compounding at 45% CAGR. While you were 'waiting for a pullback' on $APP and $HOOD I was riding them to multi-bagger returns"  
[X Link](https://x.com/anyuser/status/2006809674906316906)  2026-01-01T19:28Z [----] followers, 766.7K engagements


"I've built and scaled infrastructure. The hardest part isn't the tech it's the foundation. $IREN true moat is its vertical integration. They own the 'key bottlenecks' of the AI revolution: 2.9GW of secured power. You can't just 'compete' with that. You have to build it. That takes years and billions. The best part There's plenty more of it "undisclosed" still to be connected. Watch "Where power meets connectivity""  
[X Link](https://x.com/anyuser/status/1981858861574168958)  2025-10-24T23:02Z [----] followers, 41.4K engagements


"As a CEO a 'clean cap table' was my obsession. When I see companies like $IREN and $APP using massive internally generated cash flow to fund their next growth S-curve I pay attention. They scale faster answer to no one and don't dilute existing shareholders. It's a massive underappreciated advantage"  
[X Link](https://x.com/anyuser/status/1983957742994731515)  2025-10-30T18:02Z [----] followers, 39.9K engagements


"The best investments often feel uncomfortable. $IREN for example when I invested the stock already ran +200% from the lows. Is it too late As an investor who's seen multiple cycles I know these are the wrong questions. The right question: will this business be bigger and more profitable in [--] years"  
[X Link](https://x.com/anyuser/status/1973886148373012545)  2025-10-02T23:01Z [----] followers, 18.5K engagements


"$IREN will get hit with multiple sh** as it grows. I remember AppLovin going through the same downgrades shorts reports and here we are at $200B valuation. All good with IREN @FransBakker9812"  
[X Link](https://x.com/anyuser/status/1971492566916006030)  2025-09-26T08:30Z [----] followers, 10.1K engagements


"Everyone is focused on $IREN AI re purposing (not pivot). They're missing the how. This isn't a dilutive hope-fueled 'pivot.' It's a capital allocation masterstroke. They're using their high-margin BTC mining as a self-funding cash engine for the AI buildout. They control their own destiny. That's a real moat"  
[X Link](https://x.com/anyuser/status/1981496293491892404)  2025-10-23T23:01Z [----] followers, 13.3K engagements


"$HIMS reminds of Tesla back in 2020/2021. I was all in on Tesla on [----] (full concentration). Here's a little story of what happened to Tesla shorts. And what I think may happen to $HIMS shorts in the next [--] years. @himshouse👇"  
[X Link](https://x.com/anyuser/status/1921943986161238089)  2025-05-12T15:02Z [----] followers, 15.1K engagements


"If you're invested in $IREN or interested in general about AI infrastructure and GPUs I highly recommend you listen to Lisa Su's interview (CEO of $AMD). I've listened carefully and it keeps validating my entire thesis around $IREN. She states the AI market is accelerating demand is real and customers are now at an inflection point seeing real productivity (this is obvious). She and Jensen are saying the same thing. So what Where and how are customers going to plug in their GPUs They need real-world assets land and power that $IREN perfectly controls and knows how to PROFITABLY deliver. $IREN"  
[X Link](https://x.com/anyuser/status/1988673599348023487)  2025-11-12T18:21Z [----] followers, 15.1K engagements


"$IREN After the absolute domination in the AI HPC arena: my models got a serious workout last week. I have [--] cases: bullish and uber bullish. Both look nuts"  
[X Link](https://x.com/anyuser/status/1988034201694683388)  2025-11-11T00:01Z [----] followers, 10.9K engagements


"$IREN definitively validated my entire long-term strategy. They are no longer a Bitcoin miner. They are officially a tier-one AI hyperscale infrastructure provider. Ive just updated my financial models following their record Q1 FY26 and MW expansion including their massive $9.7B AI Cloud contract with Microsoft. Numbers look bananas Here is the alpha that most "accountants" keep missing: $MSFT didn't just sign a contract. They provided a 20% upfront prepayment ($1.9B) to fund the GPU CapEx. When a +$3T company hands you nearly $2B in cash before you even start building your proprietary data"  
[X Link](https://x.com/anyuser/status/1986810251501298046)  2025-11-07T14:57Z [----] followers, 17.6K engagements


"When I was scaling my software company we used the cash flow from our legacy product to build the next-gen platform. Its a classic operators move. Seeing $IREN use its Bitcoin mining to fund an AI GPU buildout is the same playbook on a massive scale. Wall Street calls it a pivot; I call it smart capital allocation"  
[X Link](https://x.com/anyuser/status/1974248365366923680)  2025-10-03T23:01Z [----] followers, 14.4K engagements


"For $HIMS owners. The [----] $TSLA "short squeeze" wasn't a quick event of X weeks It was sustained pressure lasting MOST of the year as the stock's continuous rally forced shorts to cover over many months not all at once"  
[X Link](https://x.com/anyuser/status/1922293216981692640)  2025-05-13T14:09Z [----] followers, [----] engagements


"$IREN powering the AI boom with green energy. Deals in pipeline could triple capacity. I think 5x is possible in less than [--] years. Patience on this beast"  
[X Link](https://x.com/anyuser/status/1949968385300631672)  2025-07-28T23:01Z [----] followers, 11.9K engagements


"$TMDX Filed a passive 13G/A. Fidelity (FMR LLC) owns now 15%. Nice vote of confidence from a top institution. Bullish long-term signal for all of us shareholders"  
[X Link](https://x.com/anyuser/status/1921941067919773826)  2025-05-12T14:50Z [----] followers, [----] engagements


"1/3 OK I've fully read the $OSCR announcement (linked below). This is very very interesting. And has a not so hidden "gem" 👀👀"  
[X Link](https://x.com/anyuser/status/1967855736484180371)  2025-09-16T07:39Z [----] followers, 29.9K engagements


"@RaoulGMI picture this: a model learns about you during your whole lifetime when you pass away your loved ones will be able to keep talking /listening to you. your exact voice tone your words your thoughts. in a wat that it will be almost impossible to tell the difference"  
[X Link](https://x.com/anyuser/status/1931638905591226580)  2025-06-08T09:06Z [----] followers, [----] engagements


"$IREN this is just the beginning. Amazing work also from the $MSFT team. Demand is real all companies in the world large or SMBs are boarding the AI train with them. We at $IREN are giving them access to this precious technology that will shape our economy and lives for decades to come. Well done @satyanadella and @danroberts0101 . Top tier CEOs executing and delivering value to their customers at scale"  
[X Link](https://x.com/anyuser/status/1985303963315368243)  2025-11-03T11:12Z [----] followers, [----] engagements


"Which of my companies had triple digit revenue growth the last [--] quarters at +90% GM Yes its $IREN and as much as I want it to pull back to sub $10 to double my position it looks ready to 💥 And were JUST getting started look 👇"  
[X Link](https://x.com/anyuser/status/1953954673783603451)  2025-08-08T23:01Z [----] followers, 10.8K engagements


"The market is partially still pricing $IREN like a volatile Bitcoin miner. But management is building a high-margin recurring revenue AI Cloud business. If they hit their target of $500M+ ARR the current valuation will look absurdly cheap in hindsight. The risk/reward is all in that execution which the team has proven to deliver time and time again"  
[X Link](https://x.com/foliotrail/status/1975335593979584906)  2025-10-06T23:01Z [----] followers, [----] engagements


"The market for AI compute is splitting into GPU rich clouds for training and lower cost centers for inference. $IREN is perfectly positioned. As a founder conventional wisdom says you don't fight the giants head-on. But in this case with this TEAM I think we have a chance to crush them"  
[X Link](https://x.com/anyuser/status/1971711685481103754)  2025-09-26T23:01Z [----] followers, 14.3K engagements


"$ZETA amazing quarter as I was expecting. Updates already on Foliotrail (position investment model UNCHANGED deep dive). Guidance was revised up (trending to my model) and kept their [----] goal. BULLISH TL;DR: Story: unchanged Price up 10% Action hold. Revs up 35% to $308m and cash profit (adjusted EBITDA) surged 52% to $59m so the team raised its [----] outlook higher by $21m at midpoint. Profit margin expanded to 19.1% and free cash flow hit $34mabout 57% conversion. Zetas new AI Zeta Answers drove agency expansions and public sector wins while the company repurchased $32m in shares (zero net"  
[X Link](https://x.com/anyuser/status/1953030288340054187)  2025-08-06T09:48Z [----] followers, 10.7K engagements


"@KobeissiLetter You want inflation down This is good"  
[X Link](https://x.com/foliotrail/status/1928421591240556628)  2025-05-30T12:01Z [----] followers, [----] engagements


"Its lunchtime and $IREN volume is already +40% above avg. Say goodbye to the tourists getting off at this station Im staying on the train for the full trip"  
[X Link](https://x.com/anyuser/status/1971612129339003279)  2025-09-26T16:25Z [----] followers, [----] engagements


"$TMDX fundamentals are just incredible. Don't stress about the short term price action. Plus this is a life-saving tech happy to own it"  
[X Link](https://x.com/foliotrail/status/1960477627640058027)  2025-08-26T23:01Z [----] followers, [----] engagements


"The market STILL thinks $TMDX sells the Organ Care System (OCS) and will OCS2.0. They don't They sell the National OCS Program (NOP) a fully integrated service of tech surgical teams and dedicated logistics. End to end"  
[X Link](https://x.com/anyuser/status/1976347680809816564)  2025-10-09T18:03Z [----] followers, [----] engagements


"$ZETA moat in marketing is underrated. Management crushing execution projecting 30%+ revenue growth. Added on recent dips confident in outperformance"  
[X Link](https://x.com/foliotrail/status/1946194375429533811)  2025-07-18T13:04Z [----] followers, [----] engagements


"Why is $OSCR tech an advantage It attacks the bloated administrative costs of healthcare. In my own company we used tech to crush costs and boost margins. Their tech model gives them an advantage that compounds over time"  
[X Link](https://x.com/anyuser/status/1969174954634568056)  2025-09-19T23:01Z [----] followers, [----] engagements


"I'm going through $TMDX materials. I have no words other than what an absolute beast of a company and CEO They've crushed it. Some gems for you guys (5)"  
[X Link](https://x.com/anyuser/status/1950841421650350426)  2025-07-31T08:50Z [----] followers, [----] engagements


"And you are bearish on $IREN 🤯 The AI infrastructure build-out is so gigantic that in the past [--] months it contributed more to the growth of the U.S. economy than /all of consumer spending/ The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months *alone* 1/🧵 https://t.co/sHMK1zI0sP The AI infrastructure build-out is so gigantic that in the past [--] months it contributed more to the growth of the U.S. economy than /all of consumer spending/ The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months"  
[X Link](https://x.com/anyuser/status/1951642165920342271)  2025-08-02T13:52Z [----] followers, [----] engagements


"The AI infrastructure build-out is so gigantic that in the past [--] months it contributed more to the growth of the U.S. economy than /all of consumer spending/ The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months *alone* 1/🧵"  
[X Link](https://x.com/anyuser/status/1951256592642441239)  2025-08-01T12:19Z 96.9K followers, 1.1M engagements


"$TMDX Management Team 🧵 1/5: Led by CEO Waleed Hassanein MD drives innovation in organ transplantation. Hassanein founder since [----] pioneered the OCS revolutionizing heart lung & liver transplants. New CFO Gerardo Hernandez brings 25+ yrs in healthcare finance"  
[X Link](https://x.com/anyuser/status/1912658164727623862)  2025-04-17T00:03Z [----] followers, [----] engagements


"When you scale a services business the bottleneck is always talent. For $TMDX the constraint isn't capital or hospital demand; it's the finite supply of highly trained organ procurement surgeons and clinical specialists and so on. It's the one thing you can't scale overnight and also their impenetrable defense"  
[X Link](https://x.com/anyuser/status/1976422867051893192)  2025-10-09T23:01Z [----] followers, [----] engagements


"Is the market completely mispricing the long-term potential of $APP I've spent more than a year following this company and tons of hours of due diligence: my model suggests the upside is significant. A fascinating CEO and business quietly printing $800M cash per quarter"  
[X Link](https://x.com/anyuser/status/1960115241741693209)  2025-08-25T23:01Z [----] followers, [----] engagements


"3/3 Quote: ".the potential extension of enhanced premium tax credits". This is the most important statement in the press release By explicitly stating they are raising money to be ready for an extension management is signaling a strong belief that ACA will likely be renewed. It looks to me like that ACA extension (for [--] year) looks on the table. This would be massive"  
[X Link](https://x.com/anyuser/status/1967855740040704316)  2025-09-16T07:39Z [----] followers, [----] engagements


"$TMDX expects Next Gen OCS approval by Q3 and aims to boost transplant targets by [----] cutting logistics costs by 50%"  
[X Link](https://x.com/anyuser/status/1930236130818937019)  2025-06-04T12:12Z [----] followers, [----] engagements


"@KobeissiLetter Data manipulation works both ways my friend"  
[X Link](https://x.com/anyuser/status/1951272877249933452)  2025-08-01T13:24Z [----] followers, [----] engagements


"$TMDX is not just taking share in the organ transplant market; it's fundamentally expanding the Total Addressable Market by increasing the number of viable organs available each year through its OCS/NOP ecosystem"  
[X Link](https://x.com/anyuser/status/1980696504684646506)  2025-10-21T18:03Z [----] followers, 12.4K engagements


"If you look at $ZETA chart price has been consolidating with heavy buying at support level. So sooner or later we're due a massive recovery to previous ATHs"  
[X Link](https://x.com/anyuser/status/1965410528265994569)  2025-09-09T13:42Z [----] followers, [----] engagements


"The potential here is massive. The kidney transplant market alone is 2.5x the size of the heart lung and liver markets combined. By making more organs viable $TMDX isn't just a business; it's a life-saving platform with a near-monopolistic hold"  
[X Link](https://x.com/anyuser/status/1980771627760578753)  2025-10-21T23:02Z [----] followers, [----] engagements


"Listen to Adam. The launch of $APP self-serve platform is the catalyst that could ignite a powerful flywheel. More advertisers - more data - smarter AI - better ROAS - more advertisers. I saw this in my own industry. The company with the best data feedback loop always wins. This move could exponentially widen their technological moat"  
[X Link](https://x.com/anyuser/status/1978597127803584996)  2025-10-15T23:01Z [----] followers, [----] engagements


"$TMDX data for today. This looks bullish"  
[X Link](https://x.com/anyuser/status/1912634915583381613)  2025-04-16T22:31Z [----] followers, [----] engagements


"I still stand by these targets $OSCR . And these were laid out much before than all this X hype"  
[X Link](https://x.com/anyuser/status/1940523710034874869)  2025-07-02T21:31Z [----] followers, [----] engagements


"$APP business model in [--] words Cash printing machine. That's the post"  
[X Link](https://x.com/foliotrail/status/1963950922469417142)  2025-09-05T13:02Z [----] followers, [----] engagements


"Panic sellers continue to dump $OSCR on the Barclays note which I think is BS. The sooner we flush them the better"  
[X Link](https://x.com/anyuser/status/1940414101043413283)  2025-07-02T14:15Z [----] followers, [----] engagements


"Thinking about $OSCR : Their tech platform crushes admin costs letting them undercut competitors on premiums. Management's executing flawlessly membership up 40% YoY. In 3-5 years they'll dominate health insurance. Staying patient here"  
[X Link](https://x.com/anyuser/status/1952505097574826408)  2025-08-04T23:01Z [----] followers, [----] engagements


"$TMDX model is simple = Organ tech saves lives cuts costs. Management execution top-tier. This weakness on "flight data" is a gift IMO"  
[X Link](https://x.com/anyuser/status/1961127158635499712)  2025-08-28T18:02Z [----] followers, [----] engagements


"@RealJimChanos I've scaled many companies to [--] figure valuations (not B yet). Negative FCF without context is a meaningless metric. Look I know you don't like this business. Totally fair. That's why it's a free market. I have strong conviction on them hugely surprising in the next [--] years"  
[X Link](https://x.com/anyuser/status/1983995429936411130)  2025-10-30T20:32Z [----] followers, [----] engagements


"Team our CEO has our back of course $ZETA"  
[X Link](https://x.com/anyuser/status/1966130552697713142)  2025-09-11T13:23Z [----] followers, [----] engagements


"After a brutal Q2 $OSCR CEO Mark Bertolini made a definitive statement: "We believe the market will stabilize next year and we expect to return to profitability in 2026." The company is raising rates and cutting $60M in admin costs to get there"  
[X Link](https://x.com/anyuser/status/1978884798828405245)  2025-10-16T18:04Z [----] followers, [----] engagements


"As a former software CEO I know the power of high switching costs. $ZETA platform becomes the central nervous system for a CMO. Ripping it out isn't just costly; it's corporate open-heart surgery. That's a durable moat you can't easily quantify on a balance sheet 🤫"  
[X Link](https://x.com/anyuser/status/1965551065681571876)  2025-09-09T23:01Z [----] followers, [----] engagements


"The new $APP self-serve platform isn't just a new product. It's a data flywheel. As a software CEO I know this play. More SMB users - more data - smarter AI (AXON) - better ROAS - attracts more users. It's a network effect. This is how you build an insurmountable tech moat and they're doing it right in front of us. Worried about SEC probes Have you checked $META history"  
[X Link](https://x.com/anyuser/status/1982945929993781644)  2025-10-27T23:02Z [----] followers, [----] engagements


"Our $ZETA community is still small. What will happen when we hit $20 And $30 . And $50 Hold strong"  
[X Link](https://x.com/anyuser/status/1948164096169513453)  2025-07-23T23:31Z [----] followers, [----] engagements


"$IREN. Vertical integration is one of the most powerful and durable moats a company can build. Owning the key bottlenecks in the AI value change is nearly impossible to replicate. That's why I've decided back in July to incorporate IREN. Now it's +20% position. And nothing has happened yet"  
[X Link](https://x.com/anyuser/status/1980260038225645570)  2025-10-20T13:09Z [----] followers, [----] engagements


"$ZETA deep dive out I hope you enjoy it. 👇. Avoid if you're in a rush to wealth"  
[X Link](https://x.com/anyuser/status/1935052670823538799)  2025-06-17T19:11Z [----] followers, [----] engagements


"The addressable market for $TMDX isn't just the number of transplants today; it's the number of organs currently discarded. Their technology is designed to increase the utilization of marginal organs (hearts lungs livers) that would otherwise be rejected effectively expanding the entire market"  
[X Link](https://x.com/anyuser/status/1963739113665786020)  2025-09-04T23:01Z [----] followers, [----] engagements


"Ive been grinding a lot for my group. Deep dive sent with full blown financial model for $LMND 🔥🔥"  
[X Link](https://x.com/anyuser/status/1963629573259620595)  2025-09-04T15:45Z [----] followers, [----] engagements


"Feeling bullish on $HIMS expansion to new markets. This is just the start"  
[X Link](https://x.com/foliotrail/status/1946345073450385569)  2025-07-18T23:03Z [----] followers, [----] engagements


"Good morning $TMDX investors. True market leaders don't just compete; they create entirely new markets or fundamentally reshape existing ones"  
[X Link](https://x.com/foliotrail/status/1980621560646881282)  2025-10-21T13:05Z [----] followers, [----] engagements


"I don't think Andrew (CEO) from $HIMS will yield to $LLY on this request. We $HIMS investors must stand firm. It might be painful but it's worth it. That's probably why $HIMS is down 5% now. 🚨 BREAKING: ELI LILLY TO TELEHEALTH FIRMS DROP "COPYCAT" GLP-1s OR NO DEAL - Will only partner with firms that stop selling compounded GLP-1s - Ro & LifeMD agreed Hims has not - Bloomberg: Hims unlikely to land Lilly deal $HIMS $LLY $NVO $LFMD https://t.co/6Jjk0eG3sQ 🚨 BREAKING: ELI LILLY TO TELEHEALTH FIRMS DROP "COPYCAT" GLP-1s OR NO DEAL - Will only partner with firms that stop selling compounded"  
[X Link](https://x.com/anyuser/status/1932506705037861238)  2025-06-10T18:34Z [----] followers, [----] engagements


"🚨 BREAKING: ELI LILLY TO TELEHEALTH FIRMS DROP "COPYCAT" GLP-1s OR NO DEAL - Will only partner with firms that stop selling compounded GLP-1s - Ro & LifeMD agreed Hims has not - Bloomberg: Hims unlikely to land Lilly deal $HIMS $LLY $NVO $LFMD"  
[X Link](https://x.com/anyuser/status/1932491019196506366)  2025-06-10T17:32Z 38.4K followers, 228K engagements


"IMO the market STILL undervalues $APP AXON. It's a high-margin capital-light business that benefits from immense network effects. The more companies that join the more valuable the platform becomes for everyone"  
[X Link](https://x.com/anyuser/status/1973448396024291543)  2025-10-01T18:02Z [----] followers, 13K engagements


"$APP just posted 82% Adj. EBITDA margins while growing revenue 68% YoY. Read that again. 82% margins at this scale isn't just good execution; its a software monopoly in the making. Like I've said many times before: $APP is a money printer"  
[X Link](https://x.com/anyuser/status/1987958834074165699)  2025-11-10T19:01Z [----] followers, [----] engagements


"$APP This is the page every advertiser is now watching waiting patiently for AppLovin to open the gates to its newest web ad engine. The line is long"  
[X Link](https://x.com/anyuser/status/1951342684884418890)  2025-08-01T18:02Z [----] followers, [----] engagements


"$TMDX is another top holding. Why A thread 🧵"  
[X Link](https://x.com/anyuser/status/1910036795548487764)  2025-04-09T18:27Z [----] followers, [----] engagements


"$IREN's Q4 FY25 'all-in cash cost' to mine one Bitcoin was $36k. The average sale price was $99k. That's a 60% gross margin. This is the 'engine' I wrote about for Foliotrail subs. It's one the keys to the whole thesis"  
[X Link](https://x.com/anyuser/status/1981783959332630741)  2025-10-24T18:04Z [----] followers, [----] engagements

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