[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @foliotrail Julian 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 2026. $APP is also making progress with its self-serve platform, which is expected to create a data flywheel and drive growth. Meanwhile, $ZETA reported its 16th consecutive beat and raise quarter, demonstrating a culture of execution. ### Engagements: XXX [#](/creator/twitter::1877363116704464896/interactions)  - X Week XXXXX -XX% - X Month XXXXXXX +30% - X Months XXXXXXXXX +1,630% ### Mentions: XX [#](/creator/twitter::1877363116704464896/posts_active)  - X Week XX -XX% - X Month XXX +75% - X Months XXX +84% ### Followers: XXXXX [#](/creator/twitter::1877363116704464896/followers)  - X Week XXXXX +0.32% - X Month XXXXX +5.50% - X Months XXXXX +974% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1877363116704464896/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [technology brands](/list/technology-brands) **Social topic influence** [$zeta](/topic/$zeta) #76, [$app](/topic/$app) #78, [$te](/topic/$te), [$lmnd](/topic/$lmnd), [$hims](/topic/$hims), [$hood](/topic/$hood), [$iren](/topic/$iren), [ai](/topic/ai), [6969](/topic/6969), [ceo](/topic/ceo) **Top accounts mentioned or mentioned by** [@mikealfred](/creator/undefined) [@thelonginvest](/creator/undefined) [@chamath](/creator/undefined) [@jonahlupton](/creator/undefined) [@trendsthefriend](/creator/undefined) [@elonmusk](/creator/undefined) [@nietschecapital](/creator/undefined) [@applovin](/creator/undefined) [@techinvestor20](/creator/undefined) [@dannycheng2022](/creator/undefined) [@andrewdudum](/creator/undefined) [@fransbakker9812](/creator/undefined) [@thetechinvest](/creator/undefined) [@dsteinberg10000](/creator/undefined) [@sandeman52](/creator/undefined) [@alc2022](/creator/undefined) [@mvcinvesting](/creator/undefined) [@jinacapital](/creator/undefined) [@thekamahsutra](/creator/undefined) [@cantonmeow](/creator/undefined) **Top assets mentioned** [ZetaChain (ZETA)](/topic/$zeta) [Applovin Corporation (APP)](/topic/$app) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [IREN Limited (IREN)](/topic/$iren) [Diageo plc (DEO)](/topic/$deo) [Lamb Weston Holdings Inc (LW)](/topic/$lw) ### Top Social Posts Top posts by engagements in the last XX hours "Everyone asks the wrong question: Is this stock too expensive In growth investing the price tag tells you nothing. What matters is speed. Today I broke down the exact valuation framework I use for $IREN $HOOD and now $TE the same one behind compounding 50%/yr for X yr" [X Link](https://x.com/foliotrail/status/1996631963835474322) 2025-12-04T17:25Z 3416 followers, XXX engagements "$ZETA is uniquely positioned as the "anti-hype" AI play. While competitors burn cash on R&D Zeta is already actively cross-selling AI tools that are accretive to margins TODAY" [X Link](https://x.com/foliotrail/status/1996943287895146654) 2025-12-05T14:02Z 3409 followers, XXX engagements "Key quote from $APP CEO: "We're not supply constrained today we're demand constrained." They have more ad inventory than they can fill because their performance is so good. That is the best problem a business can have" [X Link](https://x.com/foliotrail/status/1997266494858711154) 2025-12-06T11:26Z 3413 followers, XXX engagements "@gian_sdr @EndicottInvests Balancing investments can be tricky. A systematic approach like evaluating each stock's fundamentals and potential can guide your decision. Focus on what aligns with your risk tolerance size of portfolio etc" [X Link](https://x.com/foliotrail/status/1997990324581380102) 2025-12-08T11:23Z 3413 followers, XX engagements "@trendsthefriend Nice list I am no chart expert only fundamental driven. I like $LMND and $TE from your list" [X Link](https://x.com/foliotrail/status/1997990907514085716) 2025-12-08T11:25Z 3416 followers, XXX engagements "@CryptoBankz_65 Hmmm $IREN or $HIMS" [X Link](https://x.com/foliotrail/status/1998327648183889998) 2025-12-09T09:43Z 3413 followers, XXX engagements "@haddad_jac79558 Could not agree more though patience is required Long $ZETA" [X Link](https://x.com/foliotrail/status/1998327755696402768) 2025-12-09T09:43Z 3416 followers, XXX engagements "@energy_tech_inv @bjmtweets @Neil_X10 @Leinad7331 Correct my model for $LMND is based on P/S for now" [X Link](https://x.com/foliotrail/status/1998327935825059976) 2025-12-09T09:44Z 3413 followers, XX engagements "@Ticker_Watcher1 @TheRonnieVShow I'm long $HIMS and like you I think low to high $XX is a good risk reward if you are patient" [X Link](https://x.com/foliotrail/status/1998328392513437994) 2025-12-09T09:46Z 3413 followers, XX engagements "$APP is testing GenAI creatives (Sora/Veo etc.) in "weeks or months". This is the key to unlocking non-gaming advertisers who don't have 35-second video assets. When this feature launches watch out" [X Link](https://x.com/foliotrail/status/1996656111894593679) 2025-12-04T19:01Z 3414 followers, XXX engagements "@trendsthefriend $LMND is a top X position for me today and TE around low single digit :)" [X Link](https://x.com/foliotrail/status/1998045246543057333) 2025-12-08T15:01Z 3414 followers, XXX engagements "@trendsthefriend I share here for you just a trailer of the research I do on my platform for me and my paid subs. $TE I even have a detailed financial model price targets etc" [X Link](https://x.com/foliotrail/status/1998055591873245631) 2025-12-08T15:42Z 3414 followers, XXX engagements "$HIMS Q4 guidance has a $20M-$25M headwind due to changing shipping cadences for weight loss products. Short-term traders will hate this noise. Long-term investors know it's just operational plumbing" [X Link](https://x.com/foliotrail/status/1998392743274455168) 2025-12-09T14:02Z 3415 followers, XXX engagements "I reviewed my $APP model again. For them to hit $1000/share we need multiple expansion ON TOP of perfect execution. I'm holding my winner but I'm not chasing here. Discipline wins long term" [X Link](https://x.com/foliotrail/status/1998181052334907811) 2025-12-09T00:01Z 3415 followers, XXX engagements "Everyone marveling at $APP XX% revenue growth needs to look at Net Income: UP 92%. They are getting MORE profitable as they get bigger. Defies basic economic gravity" [X Link](https://x.com/foliotrail/status/1995856026172567887) 2025-12-02T14:02Z 3414 followers, 2438 engagements "@mikealfred I like $DEO better today. Also $LW but less interesting. I have them on my radar I think we'll want/need them soon (2 or X months max)" [X Link](https://x.com/foliotrail/status/1996634585577492486) 2025-12-04T17:35Z 3414 followers, XXX engagements "$ZETA is effectively taking share from legacy marketing clouds that are too slow to adapt to AI. They started building their data moat X years ago not X months ago when ChatGPT launched. That lead time matters" [X Link](https://x.com/foliotrail/status/1998468075490845021) 2025-12-09T19:01Z 3415 followers, XXX engagements "@haddad_jac79558 Hmmm it definitely does not look like it will happen. I hope I'm wrong $ZETA is my 3rd largest position. What tells you that" [X Link](https://x.com/foliotrail/status/1998496204796342393) 2025-12-09T20:53Z 3415 followers, XXX engagements "$HOOD prediction markets hit XXX BILLION contracts in Q3. They are capturing the cultural zeitgeist of trading faster than any legacy broker could dream of" [X Link](https://x.com/foliotrail/status/1998905836660269453) 2025-12-11T00:01Z 3414 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@foliotrail Julian
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 2026. $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: XXX #
- X Week XXXXX -XX%
- X Month XXXXXXX +30%
- X Months XXXXXXXXX +1,630%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +75%
- X Months XXX +84%
Followers: XXXXX #
- X Week XXXXX +0.32%
- X Month XXXXX +5.50%
- X Months XXXXX +974%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks cryptocurrencies finance technology brands
Social topic influence $zeta #76, $app #78, $te, $lmnd, $hims, $hood, $iren, ai, 6969, ceo
Top accounts mentioned or mentioned by @mikealfred @thelonginvest @chamath @jonahlupton @trendsthefriend @elonmusk @nietschecapital @applovin @techinvestor20 @dannycheng2022 @andrewdudum @fransbakker9812 @thetechinvest @dsteinberg10000 @sandeman52 @alc2022 @mvcinvesting @jinacapital @thekamahsutra @cantonmeow
Top assets mentioned ZetaChain (ZETA) Applovin Corporation (APP) Lemonade, Inc. (LMND) Hims & Hers Health, Inc. (HIMS) Robinhood Markets, Inc. (HOOD) IREN Limited (IREN) Diageo plc (DEO) Lamb Weston Holdings Inc (LW)
Top Social Posts
Top posts by engagements in the last XX hours
"Everyone asks the wrong question: Is this stock too expensive In growth investing the price tag tells you nothing. What matters is speed. Today I broke down the exact valuation framework I use for $IREN $HOOD and now $TE the same one behind compounding 50%/yr for X yr"
X Link 2025-12-04T17:25Z 3416 followers, XXX engagements
"$ZETA is uniquely positioned as the "anti-hype" AI play. While competitors burn cash on R&D Zeta is already actively cross-selling AI tools that are accretive to margins TODAY"
X Link 2025-12-05T14:02Z 3409 followers, XXX engagements
"Key quote from $APP CEO: "We're not supply constrained today we're demand constrained." They have more ad inventory than they can fill because their performance is so good. That is the best problem a business can have"
X Link 2025-12-06T11:26Z 3413 followers, XXX engagements
"@gian_sdr @EndicottInvests Balancing investments can be tricky. A systematic approach like evaluating each stock's fundamentals and potential can guide your decision. Focus on what aligns with your risk tolerance size of portfolio etc"
X Link 2025-12-08T11:23Z 3413 followers, XX engagements
"@trendsthefriend Nice list I am no chart expert only fundamental driven. I like $LMND and $TE from your list"
X Link 2025-12-08T11:25Z 3416 followers, XXX engagements
"@CryptoBankz_65 Hmmm $IREN or $HIMS"
X Link 2025-12-09T09:43Z 3413 followers, XXX engagements
"@haddad_jac79558 Could not agree more though patience is required Long $ZETA"
X Link 2025-12-09T09:43Z 3416 followers, XXX engagements
"@energy_tech_inv @bjmtweets @Neil_X10 @Leinad7331 Correct my model for $LMND is based on P/S for now"
X Link 2025-12-09T09:44Z 3413 followers, XX engagements
"@Ticker_Watcher1 @TheRonnieVShow I'm long $HIMS and like you I think low to high $XX is a good risk reward if you are patient"
X Link 2025-12-09T09:46Z 3413 followers, XX engagements
"$APP is testing GenAI creatives (Sora/Veo etc.) in "weeks or months". This is the key to unlocking non-gaming advertisers who don't have 35-second video assets. When this feature launches watch out"
X Link 2025-12-04T19:01Z 3414 followers, XXX engagements
"@trendsthefriend $LMND is a top X position for me today and TE around low single digit :)"
X Link 2025-12-08T15:01Z 3414 followers, XXX engagements
"@trendsthefriend I share here for you just a trailer of the research I do on my platform for me and my paid subs. $TE I even have a detailed financial model price targets etc"
X Link 2025-12-08T15:42Z 3414 followers, XXX engagements
"$HIMS Q4 guidance has a $20M-$25M headwind due to changing shipping cadences for weight loss products. Short-term traders will hate this noise. Long-term investors know it's just operational plumbing"
X Link 2025-12-09T14:02Z 3415 followers, XXX engagements
"I reviewed my $APP model again. For them to hit $1000/share we need multiple expansion ON TOP of perfect execution. I'm holding my winner but I'm not chasing here. Discipline wins long term"
X Link 2025-12-09T00:01Z 3415 followers, XXX engagements
"Everyone marveling at $APP XX% revenue growth needs to look at Net Income: UP 92%. They are getting MORE profitable as they get bigger. Defies basic economic gravity"
X Link 2025-12-02T14:02Z 3414 followers, 2438 engagements
"@mikealfred I like $DEO better today. Also $LW but less interesting. I have them on my radar I think we'll want/need them soon (2 or X months max)"
X Link 2025-12-04T17:35Z 3414 followers, XXX engagements
"$ZETA is effectively taking share from legacy marketing clouds that are too slow to adapt to AI. They started building their data moat X years ago not X months ago when ChatGPT launched. That lead time matters"
X Link 2025-12-09T19:01Z 3415 followers, XXX engagements
"@haddad_jac79558 Hmmm it definitely does not look like it will happen. I hope I'm wrong $ZETA is my 3rd largest position. What tells you that"
X Link 2025-12-09T20:53Z 3415 followers, XXX engagements
"$HOOD prediction markets hit XXX BILLION contracts in Q3. They are capturing the cultural zeitgeist of trading faster than any legacy broker could dream of"
X Link 2025-12-11T00:01Z 3414 followers, XXX engagements