#  @jakebrowatzke Jake Browatzke 🚀 Jake Browatzke 🚀 posts on X about $path, $duol, ai, $hims the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::244848653/interactions)  - [--] Week [-------] -67% - [--] Month [---------] +183% - [--] Months [----------] +421% - [--] Year [----------] +1,169% ### Mentions: [--] [#](/creator/twitter::244848653/posts_active)  - [--] Week [---] -3% - [--] Month [---] +87% - [--] Months [-----] +161% - [--] Year [-----] +822% ### Followers: [------] [#](/creator/twitter::244848653/followers)  - [--] Week [------] +0.47% - [--] Month [------] +3.30% - [--] Months [------] +34% - [--] Year [------] +52% ### CreatorRank: [-------] [#](/creator/twitter::244848653/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #5759 [finance](/list/finance) 38.98% [cryptocurrencies](/list/cryptocurrencies) 9.45% [technology brands](/list/technology-brands) 9.06% [automotive brands](/list/automotive-brands) 3.54% [celebrities](/list/celebrities) 3.15% [social networks](/list/social-networks) 1.18% [luxury brands](/list/luxury-brands) 0.39% [fashion brands](/list/fashion-brands) 0.39% [financial services](/list/financial-services) 0.39% **Social topic influence** [$path](/topic/$path) #3, [$duol](/topic/$duol) #20, [ai](/topic/ai) 21.65%, [$hims](/topic/$hims) #97, [$lmnd](/topic/$lmnd) #14, [stocks](/topic/stocks) #2818, [$odd](/topic/$odd) #14, [$four](/topic/$four) #9, [company](/topic/company) #1034, [bullish](/topic/bullish) #487 **Top accounts mentioned or mentioned by** [@uipath](/creator/undefined) [@investorcity4u](/creator/undefined) [@slipperyklown](/creator/undefined) [@johnnysack95](/creator/undefined) [@danieldines](/creator/undefined) [@audittheherd](/creator/undefined) [@phathomresearch](/creator/undefined) [@alc2022](/creator/undefined) [@rileye645](/creator/undefined) [@hytenzxt](/creator/undefined) [@kartpankartpan](/creator/undefined) [@william_r2rclub](/creator/undefined) [@venicehodl](/creator/undefined) [@duolingo](/creator/undefined) [@valuemaverick](/creator/undefined) [@coinviction](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@thestockerman](/creator/undefined) [@stonkchris](/creator/undefined) [@valleyinvesting](/creator/undefined) **Top assets mentioned** [UiPath, Inc. (PATH)](/topic/$path) [Duolingo, Inc. (DUOL)](/topic/$duol) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lemonade, Inc. (LMND)](/topic/$lmnd) [ODDITY Tech Ltd (ODD)](/topic/$odd) [4 (FOUR)](/topic/$four) [The Root Network (ROOT)](/topic/$root) [Tesla, Inc. (TSLA)](/topic/$tsla) [ServiceNow Inc (NOW)](/topic/servicenow) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ZetaChain (ZETA)](/topic/$zeta) [Spotify Technology (SPOT)](/topic/$spot) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [IBM (IBM)](/topic/ibm) ### Top Social Posts Top posts by engagements in the last [--] hours "Growth hack: Want your X to blow up Just lose $7M in a month and then post a screenshot. Easy money. My X Payout will be at least $75" [X Link](https://x.com/jakebrowatzke/status/2020986251386782023) 2026-02-09T22:20Z 42.7K followers, [----] engagements "$PATH's forward PE is now [-----] 🤯 They have NO debt and $1.4B in cash and investments. Their look through EV/Earnings is 7.4x assuming a 38% mature net margin. There product has become 10x more desirable in the past [--] months since the launch of Maestro for AI agent orchestration and the business growth is accelerating. ARR is growing double digits and their dollar based net retention rate is 100%. Their founder and CEO Daniel Dines says he believe Maestro's revenue can grow to equal their core RPA business within [--] years. Maestro's time to value is accelerating for AI deployments across" [X Link](https://x.com/jakebrowatzke/status/2021681021180145861) 2026-02-11T20:21Z 42.7K followers, 12.8K engagements "FIRST TIME EVER [--] stocks in my spreadsheet have over 10x expected returns in my base model within [--] years This is the first time i've ever had more than one with a 10x expected return since [----] In [----] I had $TSLA 2024/25 $LMND [----] $PATH $DUOL & $HIMS ❗❗🤯 And $LMND is dropping so back to an expected 6.8x https://twitter.com/i/web/status/2021769338261307487 https://twitter.com/i/web/status/2021769338261307487" [X Link](https://x.com/jakebrowatzke/status/2021769338261307487) 2026-02-12T02:12Z 42.7K followers, 12.9K engagements "Just because their isn't an index that covers the stocks in a bear market doesn't mean they aren't down 50%-80% good sir. The simulation is trying to trick you into complacency. Of course the flush of leverage out of the highest upside stocks in the AI revolution would need to happen in secret without altering the masses so that as few as possible would take advantage of the opportunity. https://twitter.com/i/web/status/2022411838244217226 https://twitter.com/i/web/status/2022411838244217226" [X Link](https://x.com/jakebrowatzke/status/2022411838244217226) 2026-02-13T20:45Z 42.7K followers, [---] engagements "@jordanbpeterson @TRobinsonNewEra Watching the documentary he just released. The far left are evil" [X Link](https://x.com/anyuser/status/1817587993315868687) 2024-07-28T15:48Z 42.7K followers, 13.6K engagements "$HIMS now shows an equal [--] year return to $LMND in our DCF model. While it's possible $LMND flies 30% tomorrow on what will be a HUGE quarter of revenue growth acceleration I must make my decisions based entirely on the valuation metrics of today. Thus I Sold $1M of $LMND (remaining position is still 100% of my net liquidity $6M) and Bought $1M $HIMS (position restablished) + $500k $ROOT (new position) + $160k $PATH + $110k $FVRR + $45k $FOUR + $430k $ODD (new position) Overall I increased my margin exposure to the market today. I do expect to get hate for this move (especially after Lemonade" [X Link](https://x.com/jakebrowatzke/status/1985747944750928070) 2025-11-04T16:36Z 42.7K followers, 135.2K engagements "One underappreciated aspect of Shift4 Payments $FOUR is its status as one of the earliest investors in SpaceX stemming from CEO Jared Isaacman's longstanding friendship with Elon Musk. Depending on the exact price paid for the stock around [--] to [--] percent of your investment dollars are effectively purchasing SpaceX shares. The $1 billion share buyback program announced by Shift4 in its latest earnings call will boost that percentage even further by retiring approximately [--] percent of $FOUR's outstanding shares. This implies that even a stagnant $FOURa highly unlikely scenario given the" [X Link](https://x.com/jakebrowatzke/status/1987356813591785634) 2025-11-09T03:09Z 42.6K followers, 51.7K engagements "Q3 $ODD earnings are next week Tuesday I'm excited to hear news regarding the Q4 launch of their new dermatologist brand though 20%+ growth will come solely from Il Makiage and Spoiled Child's continued dominance and international expansion. Brand [--] will launch in [----] $ODD is the #1 direct to consumer cosmetic brand on earth. They use AI to perfectly match product to skin tone to make the online shopping experience easy. Makeup is a perfect forever repeat consumer product. Once a girl finds what she likes she can buy it for life. It sells https://t.co/JrDDjxkuLg $ODD is the #1 direct to" [X Link](https://x.com/jakebrowatzke/status/1988281268065497431) 2025-11-11T16:22Z 42.7K followers, 10.6K engagements "NEWS: Tapestry is transforming luxury fashion with @UiPath achieving 5x higher data accuracy and 20-25% effort savings. $PATH "Tapestry is a New York-based luxury fashion conglomerate that includes brands such as Coach Kate Spade and Stuart Weitzman. The company operates in the retail and manufacturing industries with around [-----] employees. Tapestry aimed to improve operational efficiency in its core enterprise resource planning (ERP) system SAP S/4HANA by automating complex manual processes to achieve a 'clean core' that enhances flexibility and reduces labor-intensive operations. This" [X Link](https://x.com/jakebrowatzke/status/2001047453714297216) 2025-12-16T21:51Z 42.7K followers, 16.5K engagements "@bjmtweets I think this is a great value buy. Perhaps a twenty percent chance it's a value trap. Eighty percent chance it's a banger and they find their niche in the a I world" [X Link](https://x.com/jakebrowatzke/status/2009192289399386466) 2026-01-08T09:15Z 42.7K followers, [----] engagements "BEST [--] Stocks to Buy for the Next 5+ Years. #1 $PATH #2 $DUOL #3 $HIMS #4 $ODD #5 $FOUR #6 $LMND #7 $ZETA This portfolio will compound 35% per year on average the rest of the 2020s" [X Link](https://x.com/jakebrowatzke/status/2014103847828938826) 2026-01-21T22:32Z 42.7K followers, 34.8K engagements "$FVRR has $750m of cash and equivalents $400M of shareholder equity and is trading at just a $609m market cap At some point there has to be some value buying this 😅 Just their AutoDS acquisition alone has to be worth the $200M enterprise value soon 😂" [X Link](https://x.com/jakebrowatzke/status/2014629837139239289) 2026-01-23T09:22Z 42.7K followers, 11.9K engagements "@pickleingsummer It's hard to predict the future of freelance work in the age of AI. However my gut feeling is that freelancing evolves rather than going away. If Fiverr is able to evolve along with the market and survive - the stock is likely highly undervalued with 10x+ upside" [X Link](https://x.com/jakebrowatzke/status/2014640578781118755) 2026-01-23T10:05Z 42.7K followers, [---] engagements "Fiverr's biggest headwind is the fact that $PATH can fully automate 35% of all of your employee work hours in just a few months When your full-time employees have that much free time how likely are you to hire freelancers $FVRR has $750m of cash and equivalents $400M of shareholder equity and is trading at just a $609m market cap At some point there has to be some value buying this 😅 Just their AutoDS acquisition alone has to be worth the $200M enterprise value soon 😂 $FVRR has $750m of cash and equivalents $400M of shareholder equity and is trading at just a $609m market cap At some point" [X Link](https://x.com/jakebrowatzke/status/2014641587536437549) 2026-01-23T10:09Z 42.7K followers, [----] engagements "BREAKING: Blackrock has purchased over 20M shares of $PATH increasing their position by 57.39% to 39M+ shares $BLK is nearly maxing their 10% ownership limit now with 8.6% ownership of UiPath. Blackrock have increased their position in $PATH by 57.39% to [--------] shares which equates to $597M. They now own 8.6% of the company. This is extremely bullish. https://t.co/9eD7ssGQll Blackrock have increased their position in $PATH by 57.39% to [--------] shares which equates to $597M. They now own 8.6% of the company. This is extremely bullish. https://t.co/9eD7ssGQll" [X Link](https://x.com/jakebrowatzke/status/2014764744381481000) 2026-01-23T18:18Z 42.6K followers, 34.6K engagements "Once $LMND hits $180 it'll nearly be to fair value" [X Link](https://x.com/jakebrowatzke/status/2016640937108046321) 2026-01-28T22:34Z 42.6K followers, [----] engagements "$PATH will be the biggest market surprise of [----] to everyone except the UiPath retail investor community" [X Link](https://x.com/jakebrowatzke/status/2016688084222435328) 2026-01-29T01:41Z 42.5K followers, 13.6K engagements "$PATH $DUOL $HIMS $ODD and $FOUR are ALL generational buying opportunities today" [X Link](https://x.com/jakebrowatzke/status/2016717863826915736) 2026-01-29T03:39Z 42.7K followers, 11.7K engagements "Some stocks like $PATH and $DUOL are in a BRUTAL bear market. That does not mean they are a bad buy" [X Link](https://x.com/jakebrowatzke/status/2016891023306182850) 2026-01-29T15:07Z 42.6K followers, 18.6K engagements "At the end of a bull market participants ignore bad news but at the end of a bear market good news is ignored. $PATH stock is 100% in a [--] year bear market. Good news is not sticking. There have recently been two pumps for $PATH since their launch of Maestro for AI agent orchestration. Pump #1 was their partnership with $NVDA $SNOW OpenAI $MSFT and more - which the market used as a sell opportunity completely ignoring the CEO updating the market that customer demand was now at record levels. Pump #2 Q3 earnings DOUBLE beat and raise. Once again the market IGNORES the good news and uses the" [X Link](https://x.com/jakebrowatzke/status/2016984425373061252) 2026-01-29T21:18Z 42.6K followers, 14.6K engagements "If you own $PATH there is so much winning ahead that you are going to get sick of winning 😉🚀" [X Link](https://x.com/jakebrowatzke/status/2016996929352151234) 2026-01-29T22:08Z 42.6K followers, 10.5K engagements "Q4 Earnings I'm watching closely this season in the order they report: $FOUR (NYSE: Shift4 Payments Inc.): February [--] $FVRR (NYSE: Fiverr International Ltd.): February [--] (before market open) $LMND (NYSE: Lemonade Inc.): February [--] (before market open) $HIMS (NYSE: Hims & Hers Health Inc.): February [--] $ODD (NASDAQ: ODDITY Tech Ltd.): February [--] $ZETA (NYSE: Zeta Global Holdings Corp.): February [--] $HNST (NASDAQ: The Honest Company Inc.): February [--] $DUOL (NASDAQ: Duolingo Inc.): February [--] $PATH (NYSE: UiPath Inc.): March [--] https://twitter.com/i/web/status/2017158489475363235" [X Link](https://x.com/jakebrowatzke/status/2017158489475363235) 2026-01-30T08:50Z 42.7K followers, 11.9K engagements "I'm VERY bullish $HIMS $PATH and $DUOL from here 💪🚀 Did a LOT of buying today after transferring in $300k from crypto" [X Link](https://x.com/jakebrowatzke/status/2017286311116214500) 2026-01-30T17:18Z 42.6K followers, 16.3K engagements "$DUOL added this cool feature where you can see how many days in a row the stock is down" [X Link](https://x.com/jakebrowatzke/status/2017293212159709668) 2026-01-30T17:45Z 42.6K followers, [----] engagements "For anyone who wants to understand the basics of the $PATH product in more depth 🔥👇 From blank screen to working automation. 🖥 @andersjensenorg shows how. https://t.co/lxyf11HbJ4 #AgenticAI From blank screen to working automation. 🖥 @andersjensenorg shows how. https://t.co/lxyf11HbJ4 #AgenticAI" [X Link](https://x.com/jakebrowatzke/status/2017293858342682681) 2026-01-30T17:48Z 42.6K followers, [----] engagements "$ROOT is very undervalued. $1.5B revenue runrate assuming a 10% net profit margin or $150M in look through earnings power today their $940M market cap means they trade at a P/LTE (look-through earnings) of 6.2x @jakebrowatzke you guys need to get $root back on your radar. insane upside. Hyundai looks to be launching what looks similar to cvna and would be worth 2-3B market cap alone for $root with the entire company at 1B right now @jakebrowatzke you guys need to get $root back on your radar. insane upside. Hyundai looks to be launching what looks similar to cvna and would be worth 2-3B" [X Link](https://x.com/jakebrowatzke/status/2017296354523988468) 2026-01-30T17:58Z 42.7K followers, [----] engagements "These replies are the signs of capitulation $PATH The stock has been flat for [--] years. If it's flat for [--] more months before Maestro deals start hitting hard that's ok. Have a little patience 😊 @jakebrowatzke They should make a video on how they're going to create shareholder value. Probably too busy with all the woke propaganda. You're going to have to change your profile to $PATH to thousandaire if @danieldines continues destroying shareholder value like this. @jakebrowatzke They should make a video on how they're going to create shareholder value. Probably too busy with all the woke" [X Link](https://x.com/jakebrowatzke/status/2017313119727436121) 2026-01-30T19:05Z 42.7K followers, [----] engagements "$DUOL has crashed from $544 to $134 $HIMS has crashed from $72 to $27 $PATH has crashed from $90 to $12.50 Don't let them gaslight you. This is a VERY REAL bear market and we are at or near CAPITULATION. This is the time to be loading up your bags on these incredible deals. @jakebrowatzke Not even close to a capitulation maybe a small dip @jakebrowatzke Not even close to a capitulation maybe a small dip" [X Link](https://x.com/jakebrowatzke/status/2017335251261870319) 2026-01-30T20:32Z 42.6K followers, 90.8K engagements "$PATH is the #1 AI automation company in the world. No one else can give AI agents better tools to do more valuable work" [X Link](https://x.com/jakebrowatzke/status/2017832276336287929) 2026-02-01T05:27Z 42.6K followers, 14K engagements "Seems bullish for $PATH that the fastest growing segment of IBM's software business in Q4 was due to huge customer demand for agentic business automation. 🤔🚀 In IBM's Q4 [----] earnings call transcript Arvind Krishna discusses the software business performance highlighting the data segment's growth and tying it directly to strong customer demand for AI innovations including agentic capabilities via tools like Watsonx Orchestrate for AI agents: "Both data and automation are gaining strong momentum with clients growing 19% and 14% respectively in the quarter. . Data benefits both from our data" [X Link](https://x.com/jakebrowatzke/status/2017876925994144125) 2026-02-01T08:25Z 42.6K followers, [----] engagements "The $PATH to universal high income is everyone owning [--] Tesla Bots not socialism. In the [--] years since ChatGPT launched Lemonades revenue [--] gross profit [--] +1.25M customers with fewer employees. As a CEO I love that. As a father I cant leave it there. Thats why I founded MOSAIC and why were publishing the MOSAIC Model today: a blueprint for https://t.co/wnLLVQEV8f In the [--] years since ChatGPT launched Lemonades revenue [--] gross profit [--] +1.25M customers with fewer employees. As a CEO I love that. As a father I cant leave it there. Thats why I founded MOSAIC and why were publishing the MOSAIC" [X Link](https://x.com/jakebrowatzke/status/2018148084614586636) 2026-02-02T02:22Z 42.6K followers, 12K engagements "$PATH is the Clawd bot orchestration layer for large enterprises. Everything happening recently is proving the UiPath thesis 🚀" [X Link](https://x.com/jakebrowatzke/status/2018149017989837299) 2026-02-02T02:26Z 42.6K followers, [----] engagements "Stocks like $DUOL $HIMS $PATH $ODD and $FOUR can't keep going down every day forever when their fundamental businesses continually grow. This too shall pass" [X Link](https://x.com/jakebrowatzke/status/2018261197930324044) 2026-02-02T09:52Z 42.6K followers, 22.4K engagements "If $DUOL and $PATH would like to lose another $5B in marketcap each so i can buy them for less than their cash positions I'll happily say thank you. Stocks like $DUOL $HIMS $PATH $ODD and $FOUR can't keep going down every day forever when their fundamental businesses continually grow. This too shall pass. Stocks like $DUOL $HIMS $PATH $ODD and $FOUR can't keep going down every day forever when their fundamental businesses continually grow. This too shall pass" [X Link](https://x.com/jakebrowatzke/status/2018262716683600040) 2026-02-02T09:58Z 42.6K followers, 11.6K engagements "@AndersReiche Just because $LMND is an amazing company does not make other's bad. $PATH will not only retake $20 it will hit $200+" [X Link](https://x.com/jakebrowatzke/status/2018265738373419162) 2026-02-02T10:10Z 42.6K followers, [----] engagements "My #1 position $PATH and #2 position $DUOL continue their weeks and months of free fall. Yet my bullishness is at an all time high 💪🚀 I'm seeing some of the highest [--] year-return entry points I've ever seen. Within 60-days we'll be dreaming about these strong entry prices" [X Link](https://x.com/jakebrowatzke/status/2018394363890401671) 2026-02-02T18:41Z 42.6K followers, 11.5K engagements "You can now buy $PATH for the price it bottomed at in [----] four years later. My #1 position $PATH and #2 position $DUOL continue their weeks and months of free fall. Yet my bullishness is at an all time high 💪🚀 I'm seeing some of the highest [--] year-return entry points I've ever seen. Within 60-days we'll be dreaming about these strong entry prices. https://t.co/Ype8onYciM My #1 position $PATH and #2 position $DUOL continue their weeks and months of free fall. Yet my bullishness is at an all time high 💪🚀 I'm seeing some of the highest [--] year-return entry points I've ever seen. Within" [X Link](https://x.com/jakebrowatzke/status/2018395485917061358) 2026-02-02T18:45Z 42.6K followers, [----] engagements "$PATH touched my average buy price today. The ability to DCA down before the 10x would be a gift. 🙏 @danieldines' @UiPath has a HIGH probability of earning their place as an AI orchestration darling in 2026/2027 🚀" [X Link](https://x.com/jakebrowatzke/status/2018405483564941796) 2026-02-02T19:25Z 42.6K followers, 10K engagements "Call me crazy but this $PLTR earnings call is so bullish for $PATH it's insane" [X Link](https://x.com/jakebrowatzke/status/2018478037969608871) 2026-02-03T00:14Z 42.7K followers, 24.6K engagements "This is far more important to the $PATH thesis than people realize Today security isnt optional. 🛡Our CISO breaks down why #AgenticAI requires strict controls so every action is approved & auditable: https://t.co/2d9bkn4v3j https://t.co/tsM9bNJ0px Today security isnt optional. 🛡Our CISO breaks down why #AgenticAI requires strict controls so every action is approved & auditable: https://t.co/2d9bkn4v3j https://t.co/tsM9bNJ0px" [X Link](https://x.com/jakebrowatzke/status/2018479062247960592) 2026-02-03T00:18Z 42.6K followers, [----] engagements "Making a substantial deposit into my account tomorrow to buy THESE [--] sold off gems. All have genuine 10x potential within [--] years. Current expected base case [--] year returns: $PATH - 10.9x $HIMS - 8.6x $ODD - 8.4x $DUOL - 7.9x The current plan for my deposit tomorrow: 70% will go into $PATH 10% $DUOL 10% $HIMS 10% $ODD These are the top [--] expected returners in our spreadsheet within the margin of error of best performing stock through [----] 🚀 (Not investment advice. Simply imperfectly open sourcing my own research modeling and decisions.) https://twitter.com/i/web/status/2018508567339208895" [X Link](https://x.com/jakebrowatzke/status/2018508567339208895) 2026-02-03T02:15Z 42.7K followers, 26.4K engagements "@Ironic_Ape @venicehodl After taxes from selling $LMND at least" [X Link](https://x.com/jakebrowatzke/status/2018517840668614806) 2026-02-03T02:52Z 42.6K followers, [---] engagements "$PATH is outgrowing and will continue to outgrow $IBM at an insane clip - yet $PATH and $IBM trade at nearly the same P/S ratio. UiPath has 80% gross margins compared to $IBM at 58% gross margins. The market is NOT efficient" [X Link](https://x.com/jakebrowatzke/status/2018553677473304605) 2026-02-03T05:14Z 42.6K followers, 11.9K engagements "Since going public in [----] $PATH's P/S multiple has compressed at an annual rate of -28.2% per year from over 60x sales at it's peak to 4.3x sales today. This has led to an over -80% reduction in share price even while the company has grown sales at a 33.6% CAGR since [----] $PATH is outgrowing and will continue to outgrow $IBM at an insane clip - yet $PATH and $IBM trade at nearly the same P/S ratio. UiPath has 80% gross margins compared to $IBM at 58% gross margins. The market is NOT efficient. https://t.co/FPnau68HtW $PATH is outgrowing and will continue to outgrow $IBM at an insane clip -" [X Link](https://x.com/jakebrowatzke/status/2018555409012080731) 2026-02-03T05:21Z 42.6K followers, [----] engagements "Both $DUOL and $LMND are growing topline 30% per year however there are several reasons I view $DUOL as the more attractive investment from today's prices despite believing both will destroy the broader market over the next 5+ years: [--]. $LMND must borrow and spend a ton on advertising for their growth while $DUOL grows almost entirely organically via word of mouth and social media. Lemonade's growth spend is profitable but this is an important distinction. If Duolingo wanted to spend like Lemonade does on advertising $DUOL could likely sustain 40%+ growth for many years. [--]. $DUOL has 72.5%" [X Link](https://x.com/jakebrowatzke/status/2018561751353020864) 2026-02-03T05:46Z 42.7K followers, 12.5K engagements "$TSLA is an N of [--] company $LMND is an N of [--] company $PATH is an N of [--] company $DUOL is an N of [--] company $HIMS is an N of [--] company $ODD is an N of [--] company I only buy N of [--] companies $PLTR is an N of [--] company. $PLTR is an N of [--] company" [X Link](https://x.com/jakebrowatzke/status/2018565226158031018) 2026-02-03T06:00Z 42.7K followers, [----] engagements "All are founder run and #1 in their market by far. A few happen to have EXTREMELY attractive valuations and are NOT currently viewed by the market as the N of [--] companies they are. $PATH $DUOL $HIMS $ODD are all worth buying heavily at today's prices imo" [X Link](https://x.com/jakebrowatzke/status/2018565605352423585) 2026-02-03T06:01Z 42.6K followers, [----] engagements "$PATH's entire narrative will shift drastically as the Maestro sales cycle shortens 💪" [X Link](https://x.com/jakebrowatzke/status/2018567535747354737) 2026-02-03T06:09Z 42.6K followers, [----] engagements "It's really fun working an a side skill with $DUOL a few minutes per day Feels like a video game side quest with a potential late game bonus content unlock 🔑 I could see 2-3B people learning different skills on @duolingo someday if they integrate AI into lesson plans well 🚀" [X Link](https://x.com/jakebrowatzke/status/2018597612497015241) 2026-02-03T08:09Z 42.7K followers, [----] engagements "@LongOneStocks I like $FOUR here too. Biggest thing that sets it under these others is that it's no longer founder run. It actually has nearly the same [--] year return expectation of these though and the founder is still a huge shareholder" [X Link](https://x.com/jakebrowatzke/status/2018612182590816468) 2026-02-03T09:07Z 42.7K followers, [---] engagements "You will never find the next $PLTR But you may find a new $PATH 🚀 Call me crazy but this $PLTR earnings call is so bullish for $PATH it's insane Call me crazy but this $PLTR earnings call is so bullish for $PATH it's insane" [X Link](https://x.com/jakebrowatzke/status/2018630207440334888) 2026-02-03T10:18Z 42.6K followers, [----] engagements "A little over a week since I started my $DUOL position and I'm already down $300K 💪🚀 Reminds me when I was down over $300k in a new position I had started at $16 in little stock called $LMND not long ago. Kept buying then. Will keep buying now" [X Link](https://x.com/jakebrowatzke/status/2018643106363822405) 2026-02-03T11:09Z 42.7K followers, [----] engagements "$PLTR just blew EVERYONE away with their commercial AI demand $IBM's high customer demand for AI automation lead to their fastest revenue growth rate in years Yet you're bearish $PATH prior to their earnings 🚀" [X Link](https://x.com/jakebrowatzke/status/2018655864778043536) 2026-02-03T12:00Z 42.6K followers, [----] engagements "$PATH only needs to reach a 30% growth rate within [--] years to 10x their stock in that time They need go even faster to take substantial AI agent orchestration market share and establish themselves as the #1 AI automation provider they can become 💪🚀" [X Link](https://x.com/jakebrowatzke/status/2018661363099529702) 2026-02-03T12:22Z 42.6K followers, [----] engagements "@RileyE645 Yes $ROOT should have been mentioned here too" [X Link](https://x.com/jakebrowatzke/status/2018678264718405659) 2026-02-03T13:29Z 42.7K followers, [---] engagements "$PYPL doesn't value its customers. It's as simple as that. One of the reasons my clothing band shut down last year was an inability to free cash flow due to PayPal's unreasonable and continuously increasing account holds withdrawal holds and even a payment accepting hold that caused me to burn almost $15000 on Facebook Ads while people couldn't even make purchases. I will launch a new e-commerce store someday and it will NOT accept PayPal. https://twitter.com/i/web/status/2018685588463874521 https://twitter.com/i/web/status/2018685588463874521" [X Link](https://x.com/jakebrowatzke/status/2018685588463874521) 2026-02-03T13:58Z 42.6K followers, [----] engagements "Crazy that $PATH's Maestro launch mirrors this so far $PLTR SPELLS MAGIC https://t.co/gIL04uSWjR $PLTR SPELLS MAGIC https://t.co/gIL04uSWjR" [X Link](https://x.com/jakebrowatzke/status/2018687551490441638) 2026-02-03T14:06Z 42.6K followers, [----] engagements "$PATH Maestro orchastrates AI agent swarms to automate entire end-to-end business segments And Wallstreet thinks they'll only grow revenue 9% this year 😂 When it comes to one AI agent to rule them all versus a fleet of specialized agents theres no debate. 🤖 Tune into the full convo: https://t.co/c20zM00fvn #AgenticAutomation https://t.co/kDKyidiKVc When it comes to one AI agent to rule them all versus a fleet of specialized agents theres no debate. 🤖 Tune into the full convo: https://t.co/c20zM00fvn #AgenticAutomation https://t.co/kDKyidiKVc" [X Link](https://x.com/jakebrowatzke/status/2018690967641985395) 2026-02-03T14:20Z 42.6K followers, [----] engagements "$PATH & $DUOL are both down over 4% to start another green day for the overall market 📈" [X Link](https://x.com/jakebrowatzke/status/2018697404497694862) 2026-02-03T14:45Z 42.6K followers, [----] engagements "$FOUR expects $1B+ in annual free cash flow exiting next year (2027) Stock trades at just a $4.97B valuation That's an under 5x price to forward free cash flow runrate" [X Link](https://x.com/jakebrowatzke/status/2018700510073594043) 2026-02-03T14:58Z 42.7K followers, [----] engagements "Could not have picked a better day to make a huge deposit. Buying $PATH and $DUOL today 💪🚀 Making a substantial deposit into my account tomorrow to buy THESE [--] sold off gems. All have genuine 10x potential within [--] years. Current expected base case [--] year returns: $PATH - 10.9x $HIMS - 8.6x $ODD - 8.4x $DUOL - 7.9x The current plan for my deposit tomorrow: 70% will Making a substantial deposit into my account tomorrow to buy THESE [--] sold off gems. All have genuine 10x potential within [--] years. Current expected base case [--] year returns: $PATH - 10.9x $HIMS - 8.6x $ODD - 8.4x $DUOL - 7.9x The" [X Link](https://x.com/jakebrowatzke/status/2018702830891143472) 2026-02-03T15:07Z 42.6K followers, 13.2K engagements "$FOUR now trades only 4.6x their free cash flow runrate guided for by [----] 🤯" [X Link](https://x.com/jakebrowatzke/status/2018751300142289371) 2026-02-03T18:19Z 42.7K followers, [----] engagements "Nothing to see here. Only a stock that needs to 4x within [--] year to trade 18.4x forward free cash flow $FOUR now trades only 4.6x their free cash flow runrate guided for by [----] 🤯 https://t.co/HAXOk3anbu $FOUR now trades only 4.6x their free cash flow runrate guided for by [----] 🤯 https://t.co/HAXOk3anbu" [X Link](https://x.com/jakebrowatzke/status/2018753435156303874) 2026-02-03T18:28Z 42.7K followers, [----] engagements "I am the man in the arena. My only question for those who don't have the guts to play the game themselves is are you not entertained Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm" [X Link](https://x.com/jakebrowatzke/status/2018759235820003376) 2026-02-03T18:51Z 42.6K followers, [----] engagements "My goal is to stay solvent longer than the market can stay irrational. But if the market decides to really fall off the rails of fundamentals for an extended period this can become an impossible task as both Buffett and Lynch have repeatedly warned me. Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm" [X Link](https://x.com/jakebrowatzke/status/2018766745343852977) 2026-02-03T19:21Z 42.6K followers, 13.1K engagements "I was barely able to buy the dip through margin calls today buying $130k between $PATH and $DUOL after deploying $415k of fresh capital. I'm pretty sure this is what it feels like to try and swim up a crashing waterfall. Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm" [X Link](https://x.com/jakebrowatzke/status/2018782586898989254) 2026-02-03T20:24Z 42.7K followers, 12.1K engagements "There's a LOT of upside from here in mid cap growth like $PATH $DUOL $HIMS $ODD $FOUR and even $ROOT and I'm staying positioned for it With an undisclosed amount of dry powder I will come out of this with more shares than I owned prior in all these stocks 🚀 Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm" [X Link](https://x.com/jakebrowatzke/status/2018802082300760286) 2026-02-03T21:41Z 42.6K followers, 19.7K engagements "$PATH and $DUOL are both in HUGE bear markets down more than 80% and 20% since their IPOs in [----] - [--] years ago They've done nothing but grow their revenue and free cash flow and are trading near their lowest valuations ever. We're about to see huge revenue growth acceleration from $PATH in the back half of this year that is NOT included in estimates. There's a LOT of upside from here in mid cap growth like $PATH $DUOL $HIMS $ODD $FOUR and even $ROOT and I'm staying positioned for it With an undisclosed amount of dry powder I will come out of this with more shares than I owned prior in all" [X Link](https://x.com/jakebrowatzke/status/2018810983586713607) 2026-02-03T22:17Z 42.7K followers, [----] engagements "BREAKING: Lumbard Kellner Loads Up @UiPath With [------] $PATH Shares Bought According to a SEC filing dated February [--] [----] Lumbard & Kellner LLC established a new position in UiPath acquiring [------] shares during the fiscal fourth quarter. This new position represents 1.29% of the funds $285.53 million in reportable U.S. equity assets as of December [--] [----] https://twitter.com/i/web/status/2018833186231382108 https://twitter.com/i/web/status/2018833186231382108" [X Link](https://x.com/jakebrowatzke/status/2018833186231382108) 2026-02-03T23:45Z 42.6K followers, [----] engagements "Because you feel this way and emotions are often what drives others decisions the contrarian move would be to use this exact moment to sell some of your $LMND into the most beaten down stocks that you still believe in. I think you like $HIMS right That stock now has a higher [--] year return from its present valuation. It has dropped from $72 to $25. https://twitter.com/i/web/status/2018838296491704416 https://twitter.com/i/web/status/2018838296491704416" [X Link](https://x.com/jakebrowatzke/status/2018838296491704416) 2026-02-04T00:05Z 42.6K followers, [----] engagements "My guess is many of our follow investors are no longer in $DUOL or $PATH with us. R.I.P. our fallen friends 🪦" [X Link](https://x.com/jakebrowatzke/status/2018874211419492801) 2026-02-04T02:28Z 42.7K followers, 14.4K engagements "$PATH traded at nearly this exact price from May [----] to May [----] almost an entire year. Good chance we find support here as we're in a [--] year consolidation phase but anything is possible 🚀" [X Link](https://x.com/jakebrowatzke/status/2018904055725044137) 2026-02-04T04:26Z 42.7K followers, [----] engagements "@Veganhippo21 That's the funny part. I did lock in gain on $LMND so now I have the drawdown and taxes" [X Link](https://x.com/jakebrowatzke/status/2018952175582605788) 2026-02-04T07:38Z 42.6K followers, [---] engagements "The stocks that have already pulled back the most will likely be the safest in a larger market selloff I could easily see $PATH $DUOL and $HIMS climbing against a falling market" [X Link](https://x.com/jakebrowatzke/status/2019102047199514630) 2026-02-04T17:33Z 42.7K followers, [----] engagements "NOTHING TO SEE HERE. PLEASE MOVE ALONG. THANK YOU FOR NOT GIVING ATTENTION TO THIS MATTER If you can click it you can automate it. 💻 💪 From Pages to Chrome native Mac apps are all fair game. https://t.co/O1I1sMcTdq If you can click it you can automate it. 💻 💪 From Pages to Chrome native Mac apps are all fair game. https://t.co/O1I1sMcTdq" [X Link](https://x.com/jakebrowatzke/status/2019126199482741154) 2026-02-04T19:09Z 42.6K followers, [----] engagements "@UiPath This seems quite powerful and useful. Excited to see how you guys continue to speed up time to value for customers" [X Link](https://x.com/jakebrowatzke/status/2019128561287004655) 2026-02-04T19:18Z 42.6K followers, [---] engagements "AI is making $PATH so much better it's hard to grasp Healing agent is an AI that automatically repairs automations if UI elements change ScreenPlay is the #1 ranked AI automation agent (ranked by OSWorld) and can build full automations for you via simple text prompts. If you can click it you can automate it. 💻 💪 From Pages to Chrome native Mac apps are all fair game. https://t.co/O1I1sMcTdq If you can click it you can automate it. 💻 💪 From Pages to Chrome native Mac apps are all fair game. https://t.co/O1I1sMcTdq" [X Link](https://x.com/jakebrowatzke/status/2019130993748377657) 2026-02-04T19:28Z 42.7K followers, 21.8K engagements "I have zero doubt in my mind that $PATH is one of the world's leading founder led AI labs Most others are trading 50x-100x sales. UiPath trades just 4.2x sales a look through PE under [--]. AI is making $PATH so much better it's hard to grasp Healing agent is an AI that automatically repairs automations if UI elements change ScreenPlay is the #1 ranked AI automation agent (ranked by OSWorld) and can build full automations for you via simple text prompts. https://t.co/qGUlcBwT4G AI is making $PATH so much better it's hard to grasp Healing agent is an AI that automatically repairs automations if" [X Link](https://x.com/jakebrowatzke/status/2019132271958319310) 2026-02-04T19:33Z 42.7K followers, 10.4K engagements "Much like $LMND: both $PATH and $DUOL are building many proprietary fine tuned AI models on their own data for their own goals. $LMND and $DUOL use their own models to cut costs and increase customer satisfaction. $PATH trains AI models to cut other's companies costs 💪🚀" [X Link](https://x.com/jakebrowatzke/status/2019136757699342440) 2026-02-04T19:51Z 42.7K followers, [----] engagements "Duolingo actually has an AI model learning when to send notifications and what to write in notifications based on individual user activity to drive higher retention and engagement According to $DUOL's CTO and Co-Founder they've already seen huge benefits Much like $LMND: both $PATH and $DUOL are building many proprietary fine tuned AI models on their own data for their own goals. $LMND and $DUOL use their own models to cut costs and increase customer satisfaction. $PATH trains AI models to cut other's companies costs 💪🚀 Much like $LMND: both $PATH and $DUOL are building many proprietary" [X Link](https://x.com/jakebrowatzke/status/2019137251457003567) 2026-02-04T19:53Z 42.7K followers, [----] engagements "$DUOL is the ONLY phone game that upgrades your stats in real life when you play 👌🚀 $DUOL is going to shock the market. People cant imagine this silly app becoming a $100 billion company let alone $1 trillion. But in reality $DUOL has mastered something incredibly valuable: habit formation. Over [--] million people return every day to learn something. 30%+ https://t.co/LPiOyk4hYP $DUOL is going to shock the market. People cant imagine this silly app becoming a $100 billion company let alone $1 trillion. But in reality $DUOL has mastered something incredibly valuable: habit formation. Over 50" [X Link](https://x.com/jakebrowatzke/status/2019474841045254271) 2026-02-05T18:14Z 42.6K followers, [----] engagements "Duolingo will prove JUST as sticky as a social media platforms like X and Instagram and users will find even higher value in their time spent. I talk about numbers and cheap valuation a lot but here is my more substantive $DUOL thesis: Social media stats upgrade real world influence and monetary opportunities via improving employability. They also have a moat that builds through user numbers. That's the main reason why Meta has shocked the world with its performance since it was a small college friend platform called Facebook. When people say stuff like Duolingo might fall off like past phone" [X Link](https://x.com/jakebrowatzke/status/2019489567322038635) 2026-02-05T19:13Z 42.6K followers, [----] engagements "@shai_wininger @tedcruz @Lemonade_Inc Very cool" [X Link](https://x.com/jakebrowatzke/status/2019500701848666394) 2026-02-05T19:57Z 42.6K followers, [---] engagements "BREAKING: $DUOL has been declining for [--] consecutive days. Talk about a nice steak 🔥😂" [X Link](https://x.com/jakebrowatzke/status/2019502338826805511) 2026-02-05T20:04Z 42.6K followers, [----] engagements "Buying $DUOL today is like buying $META at $89 in [----] BREAKING: $DUOL has been declining for [--] consecutive days. Talk about a nice steak 🔥😂 BREAKING: $DUOL has been declining for [--] consecutive days. Talk about a nice steak 🔥😂" [X Link](https://x.com/jakebrowatzke/status/2019504541054435650) 2026-02-05T20:12Z 42.7K followers, 16.7K engagements "@Steff_Peeters No better time than now to start looking into it in my opinion ❤👍 I personally believe their new agnostic AI Agent orchestration product Maestro is going to be a huge revenue growth accelerator" [X Link](https://x.com/jakebrowatzke/status/2019519778986086432) 2026-02-05T21:13Z 42.6K followers, [---] engagements "$PATH and $DUOL are down 80% from their respective highs both selling substantially below their [----] IPOs. Emotional investors create volatile stocks but volatile stocks don't equal volatile companies. This is what their fundamentals have been doing while their stocks crashed. They've both been growing topline revenue at a 40% CAGR. 80% discounts on companies with fundamentals like this are what generational buying opportunities look like 👇 The market is pricing two things simultaneously: [--]. AI is killing software. [--]. AI is bullshit. The market is pricing two things simultaneously: [--]. AI is" [X Link](https://x.com/jakebrowatzke/status/2019561499329753561) 2026-02-05T23:59Z 42.7K followers, [----] engagements "If you invest you will eventually eat humble pie with margin that humble pie can zero you out. Longevity matters a ton to compounding (a wonder of the world) which is why i NEVER recommend margin" [X Link](https://x.com/jakebrowatzke/status/2019567743419445646) 2026-02-06T00:24Z 42.6K followers, [----] engagements "@investorcity4U Yes. It's very painful. We'll make it though. I believe" [X Link](https://x.com/jakebrowatzke/status/2019572271703367842) 2026-02-06T00:42Z 42.5K followers, [---] engagements "This is when you discover how strong your stomach is and how much risk you can live with. I've gone through a nearly 90% crash before in my portfolio (87% from $1.6M to $200k) and in that moment I learned I have no limit to my risk tolerance. $TSLA recovered and I leveraged back in the entire way back up. @jakebrowatzke Its very painful brother 🥲 @jakebrowatzke Its very painful brother 🥲" [X Link](https://x.com/jakebrowatzke/status/2019572829851906202) 2026-02-06T00:44Z 42.7K followers, 11.1K engagements "The powers that be will FAIL to keep drugs expensive no matter how hard they try to stop $HIMS from making them cheaper. Big Pharma can die for all I care. People deserve healthier lives and the freedom to make their own choices and get care without retarded regulation expense. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are" [X Link](https://x.com/jakebrowatzke/status/2019574819508117948) 2026-02-06T00:52Z 42.6K followers, 11.4K engagements "@DrMakaryFDA The powers that be will FAIL to keep drugs expensive no matter how hard they try to stop $HIMS from making them cheaper. Big Pharma can die for all I care. People deserve healthier lives and the freedom to make their own choices and get care without retarded regulation expense" [X Link](https://x.com/jakebrowatzke/status/2019574997543735772) 2026-02-06T00:52Z 42.5K followers, [----] engagements "@AuditTheHerd @slipperyklown @PaperBagInvest @PhathomResearch What Elon is taking about is literally the $PATH bull case. Am I missing something or are you Paperbag Isn't Elon saying @UiPath's business is literally the next bull market" [X Link](https://x.com/jakebrowatzke/status/2019575966893510699) 2026-02-06T00:56Z 42.7K followers, [--] engagements "@ChrisCamillo You nailed it. The market is a retarded gay flamingo dressed in blackface at this point. Zero logic behind it" [X Link](https://x.com/jakebrowatzke/status/2019580826808176981) 2026-02-06T01:16Z 42.7K followers, [----] engagements "@NFTLunatic It's a joke of a valuation I'm taking advantage of with every free dollar" [X Link](https://x.com/jakebrowatzke/status/2019598560489357762) 2026-02-06T02:26Z 42.5K followers, [---] engagements "@slipperyklown Truly wild" [X Link](https://x.com/jakebrowatzke/status/2019599674970353684) 2026-02-06T02:30Z 42.5K followers, [---] engagements "I have never seen more opportunity in my entire life if I'm being honest. It's a wild moment" [X Link](https://x.com/jakebrowatzke/status/2019604444883915037) 2026-02-06T02:49Z 42.5K followers, [----] engagements "@OlegHur This post explains my story and current position: https://x.com/i/status/1990149024897437928 For the glory of the creator of the universe who entered the game he created as a player to live a perfect life die for our mistakes and raise himself from the dead as an example of what he will do for all who follow him. Amen. Jesus gave me the grace to all in on Tesla (by https://t.co/EmJiVx7dWD https://x.com/i/status/1990149024897437928 For the glory of the creator of the universe who entered the game he created as a player to live a perfect life die for our mistakes and raise himself from" [X Link](https://x.com/jakebrowatzke/status/2019646407821725710) 2026-02-06T05:36Z 42.6K followers, 35.2K engagements "@DoucheBag168 $10M-$11M" [X Link](https://x.com/jakebrowatzke/status/2019646796541100367) 2026-02-06T05:38Z 42.6K followers, [----] engagements "Is anyone else showing their investing journey this raw and uncensored A tale of two screenshots https://t.co/TPNVFJBqto A tale of two screenshots https://t.co/TPNVFJBqto" [X Link](https://x.com/jakebrowatzke/status/2019649221000065065) 2026-02-06T05:47Z 42.6K followers, 21.8K engagements "@Will3Will3Will3 @UiPath Sam altman Elon musk and many others will come to compete in this space against $PATH because they are the number one player in the number one market for the next five to ten years. Ai agent orchestration is the next big thing" [X Link](https://x.com/jakebrowatzke/status/2019853869426307191) 2026-02-06T19:21Z 42.6K followers, [---] engagements "Betting against founder CEO's that have created multi-billion dollar companies is suicide. Daniel Dines knows UiPath's $PATH to success in AI Agent Orchestration and he is executing on it 💪🚀 Financial crime compliance is one of the hardest problems in financial services. And it's only getting harder. The institutions fighting it need partners who understand the stakes. Today I'm excited to announce that @UiPath has acquired @WorkFusion. What drew me to Financial crime compliance is one of the hardest problems in financial services. And it's only getting harder. The institutions fighting it" [X Link](https://x.com/jakebrowatzke/status/2019860320974688320) 2026-02-06T19:46Z 42.6K followers, [----] engagements "I appreciate your reply but a 75% value-added tax on all AI productivity completely destroys the incentive for the free market to implement AI to increase productivity. This policy would kill MUCH AI innovation in the cradle. Regarding the government only having the same role it's already failing at (just look at the amount of fraud corruption abuse theft). how is giving corrupt politicians even more money going to improve things In my opinion the way to solve problems is to push problem solving power as low as possible to individual and reduce the power of the state. The closer you are to a" [X Link](https://x.com/jakebrowatzke/status/2019866669561086113) 2026-02-06T20:11Z 42.6K followers, [---] engagements "@jrouldz @alc2022 I bought $300k of $DUOL today" [X Link](https://x.com/jakebrowatzke/status/2019867854129201380) 2026-02-06T20:16Z 42.6K followers, [---] engagements "Recovered $760k today 🙏🚀 A tale of two screenshots https://t.co/TPNVFJBqto A tale of two screenshots https://t.co/TPNVFJBqto" [X Link](https://x.com/jakebrowatzke/status/2019879042787180922) 2026-02-06T21:01Z 42.7K followers, 21.3K engagements "Today's [--] biggest buys: $DUOL + $PATH + $HIMS Recovered $760k today 🙏🚀 Recovered $760k today 🙏🚀" [X Link](https://x.com/jakebrowatzke/status/2019879629960724677) 2026-02-06T21:03Z 42.7K followers, 10.2K engagements "Don't ask me how $TSLA got in there 😅 I guess I was just feeling a bit of fomo about the potential SpaceX + x AI + Tesla merger and figured $50000 of dead money for the next [--] years isn't that big deal if it doesn't happen. A 1.49% position now" [X Link](https://x.com/jakebrowatzke/status/2019880374835507677) 2026-02-06T21:06Z 42.7K followers, [----] engagements "Is $HIMS really going to keep falling on threats of "potential" violations and "reviews" 😂 I'm happy to keep buying the dip 💪 However this is why $HIMS is a 15% position and not an all in candidate despite now showing 10x+ returns in our spreadsheet base case over [--] years similar to $PATH and $DUOL 🤯🚀 Healthcare regulation makes the industry one of the least free marketplaces in the world which is why it's also one of the most expensive and least efficient. Lots of room for innovation and improvement in Healthcare but you must literally fight the beurocratic institutions that create" [X Link](https://x.com/jakebrowatzke/status/2019896314956226979) 2026-02-06T22:09Z 42.6K followers, 13K engagements "I totally get what you guys are saying and agree. I started my $LMND position around $16 but I didn't go all in until around where you're saying as that's when I got very vocal about the position and opportunity. The transition out of $LMND happened when it first hit $80 though some of my sales were in the high $70s buying $PATH in the $12s. After $PATH's insane earnings where it ran up to $19 i should have done a better job explaining that I was both withdrawing millions from my portfolio and adding more shares of $PATH both with margin. (Without the withdraws my portfolio peak would have" [X Link](https://x.com/jakebrowatzke/status/2019901065970254277) 2026-02-06T22:28Z 42.6K followers, [---] engagements "Anyone who thinks $HIMS should be shut down is pretty much advocating for expensive regulatoraly captured non-customer centric healthcare. Essentially they hate people getting good care at affordable prices without the government or insurance's fingers in all of it. $HIMS should be shut down. $HIMS should be shut down" [X Link](https://x.com/jakebrowatzke/status/2019905561140293770) 2026-02-06T22:46Z 42.6K followers, 24.5K engagements "@Valuemaverick @elonmusk I guarantee you Elon Musk has been studying $PATH when what he wants to do is literally what they are the number one in the market at doing" [X Link](https://x.com/jakebrowatzke/status/2019974818704289882) 2026-02-07T03:21Z 42.6K followers, [---] engagements "Searches for "Hims" are currently DOUBLE their average volume over the past [--] days according to Google Trends. The news is that the FDA is "reviewing" $HIMS marketing and sale of underpriced GLP-1s but people are only hearing that $HIMS has the cheapest GLP-1s 😂 Funny thing is my thesis views GLP-1s for $HIMS just like the Harry Potter books were for Amazon. It's one product. Long term who cares GLP-1s are great for onboarding users but Hims is building an entire AI healthcare platform. Don't miss the forest because a few trees are being "reviewed" Worst case scenario is a meager fine and" [X Link](https://x.com/jakebrowatzke/status/2020002557020569615) 2026-02-07T05:11Z 42.7K followers, 25.2K engagements "$PATH is still founder led and on a mission to transform the global economy BREAKING: Home Security Company ADT reactivates 100+ previously failed automations thanks to $PATH Maestro's AI agent orchestration 🔥 This is A HUGE confirmation of my thesis AI is a MASSIVE tailwind for @UiPath making their automations an order of magnitude more powerful 🚀 https://t.co/n33aRf30uq BREAKING: Home Security Company ADT reactivates 100+ previously failed automations thanks to $PATH Maestro's AI agent orchestration 🔥 This is A HUGE confirmation of my thesis AI is a MASSIVE tailwind for @UiPath making" [X Link](https://x.com/jakebrowatzke/status/2020004840043344036) 2026-02-07T05:20Z 42.6K followers, [----] engagements "If you want to get SUPER BULLISH on $PATH watch the latest All In Podcast from [--] minutes in UiPath Maestro - the agonistic AI orchestration platform that spans all SaaS software - is the perfect product for the agentic age 🤯🚀 POD UP 🚨 -- Epstein Files -- Is SaaS dead Software stocks crash out -- Moltbook panic -- SpaceX-xAI merger -- Trump's Fed pick (0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump https://t.co/ss66IcjYFo POD UP 🚨 -- Epstein Files -- Is SaaS dead Software stocks crash out --" [X Link](https://x.com/jakebrowatzke/status/2020023012729278600) 2026-02-07T06:33Z 42.6K followers, [----] engagements "@theallinpod This SaaS conversation makes me so bullish on $PATH it's insane. UiPath Maestro is the agonistic AI orchestration platform that spans all SaaS software. It's the perfect product for the agentic age 🤯🚀" [X Link](https://x.com/jakebrowatzke/status/2020023194262867971) 2026-02-07T06:33Z 42.6K followers, [----] engagements "Ticker: $DUOL Revenue growth since IPO: +365% Stock performance since IPO: -14.3%" [X Link](https://x.com/jakebrowatzke/status/2020055874652303796) 2026-02-07T08:43Z 42.6K followers, [----] engagements "Ticker: $PATH Revenue growth since IPO: +155.60% Stock performance since IPO: -80.61%" [X Link](https://x.com/jakebrowatzke/status/2020056842458767780) 2026-02-07T08:47Z 42.7K followers, [----] engagements "Ticker: $HIMS Revenue growth since IPO: +1386.29% Stock performance since IPO: +166.37%* *(Doesn't include -16% after hours bloodbath)" [X Link](https://x.com/jakebrowatzke/status/2020060278272975023) 2026-02-07T09:01Z 42.7K followers, [----] engagements "Ticker: $ODD Revenue growth since IPO: +290.05% Stock performance since IPO: -36.73%" [X Link](https://x.com/jakebrowatzke/status/2020061704391164112) 2026-02-07T09:06Z 42.7K followers, [----] engagements "Just got the @duolingo PvP chess feature enabled on my account today 605M people play chess regularly worldwide 🔥 $DUOL's total daily active user TAM is likely 3B people after adding chess to their gamified learning curriculum that includes language math and music. Finding PvP chess matches at my Elo has been really fast Which makes sense since Duoligo Chess has millions of DAUs already their fastest growing course to date. Next they should add a PvP Chess match history so I can show off the epic win streak i'm on Replay reviews would be nice as well if an AI could show me where I made" [X Link](https://x.com/jakebrowatzke/status/2020086043433668934) 2026-02-07T10:43Z 42.7K followers, [----] engagements "@Eugeneios Yes and now it's the steal of a century and NOT priced for revenue growth. 👏👏👏" [X Link](https://x.com/jakebrowatzke/status/2020209074424668626) 2026-02-07T18:52Z 42.6K followers, [---] engagements "@nathanparker I'm not sure i've ever seen an opportunity like $PATH to be honest Where I have so much faith and the market has literally none so i'm able to buy an incredible growth company at prices that assume no growth" [X Link](https://x.com/jakebrowatzke/status/2020211086625317221) 2026-02-07T19:00Z 42.6K followers, [---] engagements "@garrettREI The problem is that the market doesn't know the forward projections. Wall street thinks $PATH is only gonna grow nine percent this year which is just laughable" [X Link](https://x.com/jakebrowatzke/status/2020211419204243549) 2026-02-07T19:01Z 42.6K followers, [---] engagements "Two types of investors: Those who see $HIMS limit testing big pharama healthcares regulatoraly capture and overpriced drugs as a red flag 🚨 And those who see it as another green flag that $HIMS is a major customer centered healthcare disruption story the bigs fear 🚀 @jakebrowatzke Im massively bullish on $LMND but doesnt the decision yesterday shake your confidence in $HIMS https://t.co/gJdEikdqBf @jakebrowatzke Im massively bullish on $LMND but doesnt the decision yesterday shake your confidence in $HIMS https://t.co/gJdEikdqBf" [X Link](https://x.com/jakebrowatzke/status/2020216104384151908) 2026-02-07T19:20Z 42.7K followers, [----] engagements "If you offer me the world's best business at a price that is unattractive I won't buy it. The price you pay MATTERS so much to [--] and [--] year returns. This is why you must understand inherent value. Inherent value is an anchor that allows you to take advantage of rough seas knowing price will always return to value over the long term. Without an inherent value anchor crashing prices and rough seas will leave you stranded on shipwreck island. https://twitter.com/i/web/status/2020226699095429498 https://twitter.com/i/web/status/2020226699095429498" [X Link](https://x.com/jakebrowatzke/status/2020226699095429498) 2026-02-07T20:02Z 42.7K followers, [----] engagements "BREAKING: $HIMS to stop selling new WEGOVY active ingredient drug [--] hours after launch Pushing boundaries makes some people feel uncomfortable but if you're unconfutable limit testing you shouldn't be investing in a company attempting to transform healthcare. In the end all we got was a 20% discount on an undervalued company with solid growth ahead that's constantly limit testing and launching new products. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering" [X Link](https://x.com/jakebrowatzke/status/2020236757690904924) 2026-02-07T20:42Z 42.7K followers, 11.5K engagements "@AuditTheHerd @mvcinvesting Is it your opinion that $HIMS isn't worth doubling down on here Would love your thoughts on why or a link if you've previously shared. Thanks" [X Link](https://x.com/jakebrowatzke/status/2020250187692929457) 2026-02-07T21:35Z 42.7K followers, [---] engagements "⚠ Microsoft OpenAI Anthropic ServiceNow xAI - they are all launching forms of AI agents and orchestration systems ⚠ AI agents and orchestration is becoming a huge theme for [----]. For this reason I have an EXTREMELY important message to all $PATH shareholders: The amount of apparent $PATH "competition" is going to be on the rise this year but almost NONE of this "competition" is real. Here's why. UiPath Maestro is the only AI orchestration platform that is TRULY software and AI agnostic. This is extremely important. ServiceNow is trying to better orchestrate AI on ServiceNow Salesforce within" [X Link](https://x.com/jakebrowatzke/status/2020279356338196574) 2026-02-07T23:31Z 42.7K followers, 40K engagements "Sad you're showing your true colors like this - friends - without doing fundamental research or deep analysis to back up your school yard bullying. $PATH could be one of the best performing stocks of the entire century and instead of taking advantage of the dip opportunity you are trying to make yourself feel better by kicking someone while their portfolio is down. Nice high class investors here 👍 https://twitter.com/i/web/status/2020280696481173972 https://twitter.com/i/web/status/2020280696481173972" [X Link](https://x.com/jakebrowatzke/status/2020280696481173972) 2026-02-07T23:37Z 42.6K followers, [---] engagements "This may be one of the most important things I have written about my $PATH thesis however it will underperform most of my posts because it has real density. Then my next "PATH is a 100x stock" post will get hundreds of likes and people will say I am a superficial pumper 🤷♂👇 ⚠ Microsoft OpenAI Anthropic ServiceNow xAI - they are all launching forms of AI agents and orchestration systems ⚠ AI agents and orchestration is becoming a huge theme for [----]. For this reason I have an EXTREMELY important message to all $PATH shareholders: The amount https://t.co/AUldqEKqZ1 ⚠ Microsoft OpenAI" [X Link](https://x.com/jakebrowatzke/status/2020281235445252139) 2026-02-07T23:39Z 42.7K followers, [----] engagements "After a lot of deep thought I've decided that unless $DUOL drops substantially further to under $100 a share The only stock I will be buying from now until their Q4 earnings is UiPath - Ticker: $PATH I will be buying the stock with every available dollar until it's over $28 a share (a 20x look through earnings multiple a look through yield above my margin interest rate) as I had planned before the recent pullback. (However for full disclosure as the stock rises I will ALSO be refilling my dry powder outside my account). My goal is not to have a "nest egg" and live a comfortable life. My goal" [X Link](https://x.com/jakebrowatzke/status/2020288352486920606) 2026-02-08T00:07Z 42.6K followers, [---] engagements "Honestly if I told you guys how many hours I spend researching stocks every day no one would believe me" [X Link](https://x.com/jakebrowatzke/status/2020293687897649534) 2026-02-08T00:28Z 42.6K followers, [----] engagements "No. I'm just saying I'll be exclusively adding $path from here as the market recovers assuming another stock I like doesn't crash a lot more. To be completely honest this post assumes people realize the $DUOL or $PATH sell off is oversold and I am buying in a continued recovery next week or next month https://twitter.com/i/web/status/2020315983143931904 https://twitter.com/i/web/status/2020315983143931904" [X Link](https://x.com/jakebrowatzke/status/2020315983143931904) 2026-02-08T01:57Z 42.6K followers, [---] engagements "@i_am_pickleball No. Don't overestimate Wall Street or your fellow man in their desire to run fundamental value analysis on businesses. Herd following is far more common" [X Link](https://x.com/jakebrowatzke/status/2020319652900139162) 2026-02-08T02:11Z 42.6K followers, [--] engagements "@lngtermcapital I don't have year end price targets only five and ten year targets. And then present value calculations based off of discounting from those five and ten year targets. $PATH is currently worth $72 from a 15% discount rate on my [--] year expected price" [X Link](https://x.com/jakebrowatzke/status/2020567401222270983) 2026-02-08T18:36Z 42.6K followers, [---] engagements "@coinviction Sorry I realized my post didn't have the clearest wording. $PATH stock is down 81% not my personal UiPath position" [X Link](https://x.com/jakebrowatzke/status/2020567668793672107) 2026-02-08T18:37Z 42.6K followers, [---] engagements ""Buy the right stocks at the wrong price at the wrong time and you will suffer great losses." Peter Lynch explained in One Up on Wallstreet. "Stocks are most likely to be accepted as prudent the moment they are not." The good news is Peter Lynch my personal investing mentor taught how to determine when you're buying the right stocks at the right price 👇 https://twitter.com/i/web/status/2020625913608917341 https://twitter.com/i/web/status/2020625913608917341" [X Link](https://x.com/jakebrowatzke/status/2020625913608917341) 2026-02-08T22:28Z 42.6K followers, [----] engagements "Yes that is exactly correct. And because I pull it out of my portfolio it causes the margin calls to start much higher in a drawback. I don't start adding the cash back to my portfolio until the pain gets very high. This is what allows me to buy back shares near the button and on the recovery at cheaper prices than I was margin called out of them. https://twitter.com/i/web/status/2020719952878075993 https://twitter.com/i/web/status/2020719952878075993" [X Link](https://x.com/jakebrowatzke/status/2020719952878075993) 2026-02-09T04:42Z 42.6K followers, [--] engagements "$HIMS is now trading 6.6x look through earnings if they can hit a mature net profit margin of 25%" [X Link](https://x.com/jakebrowatzke/status/2020912982734037295) 2026-02-09T17:29Z 42.7K followers, [----] engagements "BREAKING: $PATH gets ranked #1 in "Best Business Orchestration and Automation Technologies Solutions" by PeerSpot This ranking is put together by PeerSpot based on genuine customer feedback 🔥🚀 Were proud to be ranked #1 in Best Business Orchestration and #Automation Technologies Solutions on @PeerSpot. 🥇 Huge thanks to our customers Were proud to be ranked #1 in Best Business Orchestration and #Automation Technologies Solutions on @PeerSpot. 🥇 Huge thanks to our customers" [X Link](https://x.com/jakebrowatzke/status/2020917500704145764) 2026-02-09T17:47Z 42.7K followers, 11.9K engagements "BREAKING: Bad Bunny's Spanish Superbowl Halftime Show boosts Duolingo Spanish learners by 35% $DUOL 😂🚀 Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh" [X Link](https://x.com/jakebrowatzke/status/2020919264371167326) 2026-02-09T17:54Z 42.6K followers, [----] engagements "Similar but not exactly. Look through earnings applies to trailing [--] month revenue - so it is not calculating in any revenue growth. In this sense it is backwards looking. However i'm applying a net profit margin on that revenue that a slow growing mature version of themselves would have based largely on mature competitor's margins. Essentially i'm asking the question. If this business was mature today instead of a fast growth company that's reinvesting everything what would be the price I was paying for it https://twitter.com/i/web/status/2020921059784999130" [X Link](https://x.com/jakebrowatzke/status/2020921059784999130) 2026-02-09T18:01Z 42.6K followers, [---] engagements "I am so greatful to exist. I love being 🙏❤" [X Link](https://x.com/jakebrowatzke/status/2020941009979572630) 2026-02-09T19:20Z 42.6K followers, [----] engagements "@ASchulz888 I'm not sure a stickier business model exists but thanks for the well wishes" [X Link](https://x.com/jakebrowatzke/status/2021035579610399014) 2026-02-10T01:36Z 42.6K followers, [---] engagements "$DUOL just keeps going viral. They CAN'T stop. The idea that user growth is going to be bad going forward is silly. duolingo 😭 https://t.co/TTHBzBXHDM duolingo 😭 https://t.co/TTHBzBXHDM" [X Link](https://x.com/jakebrowatzke/status/2021037688535777454) 2026-02-10T01:45Z 42.7K followers, [----] engagements "BREAKING: $LMND Co-Founder @shai_wininger spills the beans on @Lemonade_Inc's secret AI sauce in his first English interview in years 🚀 I'll be grabbing my popcorn now 🍿 Watch 👇 New English interview with @shai_wininger is live Lemonade CEO Shai Wininger on How Lemonade Rebuilt Its Product Org and. https://t.co/7ETemKAcPO New English interview with @shai_wininger is live Lemonade CEO Shai Wininger on How Lemonade Rebuilt Its Product Org and. https://t.co/7ETemKAcPO" [X Link](https://x.com/jakebrowatzke/status/2021309397620740454) 2026-02-10T19:44Z 42.7K followers, [----] engagements "@CO21AS It's in a pool of very negative sentiment that could last for a while to be honest. If it hits $15 before earnings I will likely buy a bit more" [X Link](https://x.com/jakebrowatzke/status/2021318920133542328) 2026-02-10T20:22Z 42.7K followers, [--] engagements "@bullenario Love $ODD could outperform Lemonade for sure i just personally know so much more about the Lemonade's advantages Think $ZETA is solid as well 👍" [X Link](https://x.com/jakebrowatzke/status/2021328823460004028) 2026-02-10T21:02Z 42.7K followers, [---] engagements "$DUOL is trading 12.84x EV/FCF - half as much as a no growth cigarette company like $PM while growing daily users 35%+ and revenue 41%+ 😂 This SaaS sell off is going to be known as one of the greatest generational buying opportunities in history for some of these companies. Adobe trading at just 14x EV/FCF. what is this a retailer 🤣 $ADBE https://t.co/gZBseX31Hu Adobe trading at just 14x EV/FCF. what is this a retailer 🤣 $ADBE https://t.co/gZBseX31Hu" [X Link](https://x.com/jakebrowatzke/status/2021331573422031093) 2026-02-10T21:12Z 42.7K followers, [----] engagements "This is the cheapest anyone has ever been able to buy duolingo ever In both the private and public market. $DUOL $DUOL is trading 12.84x EV/FCF - half as much as a no growth cigarette company like $PM while growing daily users 35%+ and revenue 41%+ 😂 This SaaS sell off is going to be known as one of the greatest generational buying opportunities in history for some of these companies. https://t.co/fjKFiFOPs3 $DUOL is trading 12.84x EV/FCF - half as much as a no growth cigarette company like $PM while growing daily users 35%+ and revenue 41%+ 😂 This SaaS sell off is going to be known as one" [X Link](https://x.com/jakebrowatzke/status/2021332228790493500) 2026-02-10T21:15Z 42.7K followers, [----] engagements "@mortoom DLO would be in my portfolio if I knew what they're long term margins looked like. Solod company 👍" [X Link](https://x.com/jakebrowatzke/status/2021332858959429697) 2026-02-10T21:18Z 42.7K followers, [---] engagements "One thing I like about $DUOL is they have no competition within 12x their size and Duolingo's user lead is expanding. $PATH on the other hand is in the center of the AI agent startup swarm and I believe can become the swarm host. Their current revenue is sticky but growth requires being perfectly positioned as the agnostic AI orchestration layer that actually works. I believe they have the perfect product at the perfect time with Maestro but the thesis will be proven or disproven over the next 12-16 months. https://twitter.com/i/web/status/2021344740067647799" [X Link](https://x.com/jakebrowatzke/status/2021344740067647799) 2026-02-10T22:05Z 42.7K followers, [----] engagements "@johnnysack95 If I'm wrong there's no downside as current revenue is extremely sticky and customer feedback has already made it clear that Maestro is good enough to keep current revenue. If i'm right that UiPath can become a dominant AI OS the upside is immense. Almost unbelievable" [X Link](https://x.com/jakebrowatzke/status/2021354523189817643) 2026-02-10T22:44Z 42.7K followers, [---] engagements "@AuditTheHerd $ODD looks very attractive here. VERY" [X Link](https://x.com/jakebrowatzke/status/2021363061005971807) 2026-02-10T23:18Z 42.7K followers, [---] engagements "Hot Take: Owning the distribution of AI will be far more valuable than owning the commodity Owning distribution Owning content $SPOT https://t.co/sMLOrwxAKN Owning distribution Owning content $SPOT https://t.co/sMLOrwxAKN" [X Link](https://x.com/jakebrowatzke/status/2021370346343895290) 2026-02-10T23:47Z 42.7K followers, [----] engagements "@riskoff This is $PATH's very thesis good sir" [X Link](https://x.com/jakebrowatzke/status/2021373532207239529) 2026-02-10T23:59Z 42.7K followers, [---] engagements "You think they will outgrow $DUOL Similar present valuations - both #1 online distributor of their respective products. $ODD launches new brands to attack new verticals and expand TAM $DUOL launches new subjects to interest more people and expand TAM Both have shown proven success in their ability to continually expand TAM with the success of Spoiled Child for $ODD and and Chess passing "millions" of DAUs for $DUOL - which if you apply their subscription rate of 9% and average monthly income per sub of $15 - will hit a $100M annual run rate once chess passes 6M DAUs." [X Link](https://x.com/jakebrowatzke/status/2021375001799131263) 2026-02-11T00:05Z 42.7K followers, [---] engagements "Have been spending way more time per day on @duolingo since they launched Chess PvP It makes learning in the lessons so rewarding as I get to put new skills to the test 💪 PvP pushes me to do more lessons as well to clear my head and improve after a bad loss. Expect 1k ELO soon As an investor if the chess learning vertical which recently passed "millions" of DAUs has a higher average daily user engagement time than language that's going to make it far more valuable for advertising which is currently only 10% of Duolingo's revenue $DUOL https://twitter.com/i/web/status/2021377109902369146" [X Link](https://x.com/jakebrowatzke/status/2021377109902369146) 2026-02-11T00:13Z 42.7K followers, [----] engagements "@CaesarCapitalz Looking at it I think your list is 🔥 Though I'd run with $LMND or $ODD over $OSCR. Not because $OSCR isn't a great company $HIMS is simply enough Healthcare exposure for me. Entire industry is far too reliant on government policy. I really dislike it in general" [X Link](https://x.com/jakebrowatzke/status/2021397059165942104) 2026-02-11T01:33Z 42.7K followers, [---] engagements "At the moment @alc2022 is the most hated his picks actually offer the most value. $DUOL and $HIMS have fallen enough that they are now ALSO my picks. They have top tier fundamental growth as well as positive market rerating's ahead. Perhaps unfairly I would call Antonio a growth at almost any cost investor he buys companies he really believes in long term - as do I - but with far less care regarding the P/FCF he is paying as he believes it doesn't matter over 20+ years which is largely true. I am a growth at value ONLY investor because I want to compound at 150%+ per year and NEED market" [X Link](https://x.com/jakebrowatzke/status/2021402253546971331) 2026-02-11T01:53Z 42.7K followers, 14K engagements "It COULD greatly effect 30% of their revenue. The rest of their business is unrelated to GLP-1s. $HIMS is a healthcare platform not a GLP-1 company. I believe $HIMS can still grow at 20% per year without GLP-1s entirely and they will still be able to sell branded to those who can afford. The stock is already priced like the compounding business will disappear guaranteed AND big fees will need to be paid both of which are far from a sure thing. https://twitter.com/i/web/status/2021403800511136019 https://twitter.com/i/web/status/2021403800511136019" [X Link](https://x.com/jakebrowatzke/status/2021403800511136019) 2026-02-11T01:59Z 42.7K followers, [---] engagements "@nikoliasgoninus Training to free humanity from factory system education:" [X Link](https://x.com/jakebrowatzke/status/2021406666881974288) 2026-02-11T02:11Z 42.6K followers, [---] engagements "@TheStockerMan I doubt this stock will stay this cheap for long" [X Link](https://x.com/jakebrowatzke/status/2021429226147283327) 2026-02-11T03:40Z 42.7K followers, [----] engagements "NEWS: Bank of America CEO Brian Moynihan says consumer spending in January is up 5% y/y 👀🚀" [X Link](https://x.com/jakebrowatzke/status/2021437900014166117) 2026-02-11T04:15Z 42.7K followers, [----] engagements "In the short term reaching any valuation is possible. At this rate we can soon buy $1000 for $1 ❤🙏 Down -$800k today 🍿 Down -$800k today 🍿" [X Link](https://x.com/jakebrowatzke/status/2021627546371338598) 2026-02-11T16:49Z 42.7K followers, [----] engagements "I will no longer by talking publicly about my margin positions. Too many people out to take advantage. Unfortunately some of my $PATH to billionaire will need to be a little bit more private going forward. Don't worry - after I am running a public holding company everyone will get delayed information on my positioning. In my career I will blow up more shorts than anyone has previously done in history. 🚨 BREAKING HEAVY SHORTS IN UIPATH ( $PATH ) maintains short interest at 18% of free float and 75.8M shares sold short. https://t.co/oJXFHYgZM8 UiPath short interest rose from 13.5% to 18.14% in" [X Link](https://x.com/jakebrowatzke/status/2021676235693461923) 2026-02-11T20:02Z 42.6K followers, [----] engagements "@alc2022 Based on the sentiment within the comments I believe it is time to buy" [X Link](https://x.com/jakebrowatzke/status/2021706334396190836) 2026-02-11T22:02Z 42.7K followers, [----] engagements "$FVRR now trades 0.69x EV/FCF Market cap is $533M yet they have $751M of cash and equivalents While they have some debt it's $340M less than their cash position $FVRR may surviver for longer than 0.69th of [--] year since revenue is growing but what do i know 🤷♂" [X Link](https://x.com/jakebrowatzke/status/2021724315238957210) 2026-02-11T23:13Z 42.6K followers, [--] engagements "I believe $DUOL and perhaps even $HIMS have similar [--] year expected returns to $PATH after crashing 80% and 60% respectively. (All are over a 10x in my model in [--] years now unless $HIMS lowers [----] guide but that would suprise me.) No reason to only own one stock anymore when buying multiple isn't diworsesifying https://twitter.com/i/web/status/2021767071332553098 https://twitter.com/i/web/status/2021767071332553098" [X Link](https://x.com/jakebrowatzke/status/2021767071332553098) 2026-02-12T02:03Z 42.7K followers, [---] engagements "@devonwhite_spir Yes and way more in the [--] year" [X Link](https://x.com/jakebrowatzke/status/2021773901231988906) 2026-02-12T02:30Z 42.7K followers, [---] engagements "@SixSigmaCapital @SamJack167274 This is a generational buying opportunity for $DUOL I have learned chess on the app and my mom learns Spanish every day and she is pretty good but who cares about that 50M+ DAUs and growing 36% Y/Y Stock trading less than 13x EV/FCF" [X Link](https://x.com/jakebrowatzke/status/2021805267961491787) 2026-02-12T04:35Z 42.7K followers, [---] engagements "My money is on random Asian kid in his bedroom Hollywood directors in the AI age The golden age of movies is about to begin My brain cant process this🤯 https://t.co/OepbW7J4UE My brain cant process this🤯 https://t.co/OepbW7J4UE" [X Link](https://x.com/jakebrowatzke/status/2022803284449231323) 2026-02-14T22:40Z 42.7K followers, [---] engagements "Throwback to when $PATH was with $73.39 a share and ARR (annual recurring revenue) was only $653M Today ARR is $1.8B+ (3x higher) and $PATH trades for $14.32 (5x lower). $1.5B in cash. No debt. They just became GAAP profitable. #1 AI orchestration layer w/ accelerating growth" [X Link](https://x.com/jakebrowatzke/status/2012597576554389726) 2026-01-17T18:47Z 42.7K followers, 14.2K engagements "I'm not sure if i've ever seen more attractive buy opportunities in small and mid cap stocks than I see today" [X Link](https://x.com/jakebrowatzke/status/2013713583268417641) 2026-01-20T20:41Z 42.7K followers, 26.8K engagements "7 Cheapest Stocks in our spreadsheet over a $100M market cap 💪🚀 [--]. $HNST EV/LTE - 2.0x (assuming a 12% mature net margin) [--]. $FVRR EV/LTE - 2.6x (assuming a 30% mature net margin) [--]. $FOUR EV/LTE - 7.8x (assuming an 18% mature net margin) [--]. $PATH EV/LTE - 8.3x (assuming a 38% mature net margin) [--]. $ODD EV/LTE - 8.8x (assuming a 23% mature net margin) [--]. $HIMS EV/LTE - 10.3x (assuming a 25% mature net margin) [--]. $DUOL EV/LTE - 15.7x (assuming a 35% mature net margin) Enterprise Value (EV) to "look-through" earnings (LTE) is my preferred valuation method as it measures a company's total" [X Link](https://x.com/jakebrowatzke/status/2018625104117129696) 2026-02-03T09:58Z 42.7K followers, [----] engagements "Just went from a 10x last year to dropping 70% in [--] month. AMA @jakebrowatzke Pretty sure you cant buy because of margin. Has a reason you are not showing position size anymore. It would be cool if you share these kind of things not only on the run up but also in the drop down. Makes anyone see how much leverage can cost you. You are mostly down @jakebrowatzke Pretty sure you cant buy because of margin. Has a reason you are not showing position size anymore. It would be cool if you share these kind of things not only on the run up but also in the drop down. Makes anyone see how much leverage" [X Link](https://x.com/jakebrowatzke/status/2018755622859309454) 2026-02-03T18:37Z 42.7K followers, 244.2K engagements "PS: the reason I did not buy $path today is because it is already 200% of my net liquidity and it reports last after all of these other companies. I always have a good feeling about the potential for upside surprises during earning season when a stock has been selling off heavily" [X Link](https://x.com/jakebrowatzke/status/2019512557430563292) 2026-02-05T20:44Z 42.7K followers, [----] engagements "PEOPLE VIEW $PATH AS A WEAK COMPANY BECAUSE ITS STOCK IS DOWN THIS IS A BIG MISTAKE" [X Link](https://x.com/jakebrowatzke/status/2020320406893424676) 2026-02-08T02:14Z 42.7K followers, [----] engagements "EV (enterprise value) to LTE (look through earnings of my favorite undervalued growth stocks #1 Fav - $PATH EV/LTE 8.8x #2 - $DUOL EV/LTE 11.8x #3 - $HIMS EV/LTE 6.8x #4 - $ODD EV/LTE 7.7x #5 - $FOUR EV/LTE 7.9x #6 - $LMND EV/LTE 21.5x The look through earnings multiple is arrived at by applying my expected long term terminal net margin on present trailing twelve month revenue. https://twitter.com/i/web/status/2020916158837424307 https://twitter.com/i/web/status/2020916158837424307" [X Link](https://x.com/jakebrowatzke/status/2020916158837424307) 2026-02-09T17:42Z 42.7K followers, [----] engagements "After [---] hours of research I'm now as bullish on $PATH as I was about $TSLA and $LMND before I went all in" [X Link](https://x.com/jakebrowatzke/status/1989962381062242772) 2025-11-16T07:42Z 42.7K followers, 309.8K engagements "My mentor Peter Lynch once told me about a [--] bagger Wall Street didn't take seriously simply because their name was Pep boys: Manny Mo and Jack Reminds me of a gamified bird app called Duolingo investors aren't taking seriously today - trading 13x Ev/FCF while growing 35%+" [X Link](https://x.com/jakebrowatzke/status/2021337005066797459) 2026-02-10T21:34Z 42.7K followers, [----] engagements "$FVRR is trading 0.6x EV/Sales . for a stable 82% gross margin business 😂" [X Link](https://x.com/jakebrowatzke/status/2021643574744600656) 2026-02-11T17:52Z 42.7K followers, [----] engagements "$FVRR now trades 0.69x EV/FCF Market cap is $533M yet they have $751M of cash and equivalents While they have some debt it's $340M less than their cash position leaving substantial shareholder equity. $FVRR may surviver for longer than 0.69th of [--] year since revenue is growing but what do i know 🤷♂ https://twitter.com/i/web/status/2021726266286641278 https://twitter.com/i/web/status/2021726266286641278" [X Link](https://x.com/jakebrowatzke/status/2021726266286641278) 2026-02-11T23:21Z 42.7K followers, [----] engagements "@markgadala Question: Is it illegal for ad agencies to use AI Why can they not just create 100x the amount of content per client and support 10x more clients" [X Link](https://x.com/jakebrowatzke/status/2022806034620854670) 2026-02-14T22:51Z 42.7K followers, [---] engagements "Theoretical are fun but here's my actual $15M* portfolio: - $7.5M $LMND - $4.1M $PATH - $1.4M $FOUR - $706k $HIMS - $516K $ROOT *includes some margin If I had to invest $10M today here's what I'd do: - $5M $LMND - $3M $PATH - $1M $FOUR - $500k $HIMS - $500k $ROOT (And I'd be perfectly happy using $HIMS and $ROOT funds to buy $LMND dips) If I had to invest $10M today here's what I'd do: - $5M $LMND - $3M $PATH - $1M $FOUR - $500k $HIMS - $500k $ROOT (And I'd be perfectly happy using $HIMS and $ROOT funds to buy $LMND dips)" [X Link](https://x.com/jakebrowatzke/status/1986428471761899971) 2025-11-06T13:40Z 42.7K followers, 156.4K engagements "Despite the volatility this is a year I can 10x my portfolio. However in order to achieve this goal I had to make many psychologically difficult decisions yesterday which is why I didn't post much. I have one key performance indicator for my portfolio: average time-weighted annualized returns. Over the past six years since I started investing in [----] I have averaged over 200% returns per year. Yes I've had down years (the COVID crash and the 2021-22 sell off) but then I've had other years like this one to create this averageall without any use of options only the purchase of common stocks." [X Link](https://x.com/jakebrowatzke/status/1986857749364482093) 2025-11-07T18:06Z 42.7K followers, 287.5K engagements "I now own 0.1% of Oddity $ODD Israeli entrepreneurs are some of the best in the world 🙏🚀 (Hopefully this will make anyone who is antisemitic unfollow me so that you will not benefit in my stock picks) 😉" [X Link](https://x.com/jakebrowatzke/status/1987905033967419565) 2025-11-10T15:27Z 42.7K followers, [----] engagements "Rarely do I find a stock like $PATH where almost all of the news and customer sentiment is positive and growth is accelerating yet the stock trading near rock bottom" [X Link](https://x.com/jakebrowatzke/status/2020938600972681349) 2026-02-09T19:11Z 42.7K followers, [----] engagements "Top [--] performing stocks in my five year model are now $PATH $DUOL and $HIMS 🚀 All are currently down 70%-80% from their highs. All show OVER a 10x within [--] years" [X Link](https://x.com/jakebrowatzke/status/2021306366141337830) 2026-02-10T19:32Z 42.7K followers, 20.1K engagements "My portfolio will be back at ATHs when $PATH runs back to $20+ Makes everything seem a lot less "scary" A tale of two screenshots https://t.co/TPNVFJBqto A tale of two screenshots https://t.co/TPNVFJBqto" [X Link](https://x.com/jakebrowatzke/status/2021326709463691269) 2026-02-10T20:53Z 42.7K followers, [----] engagements "$LMND will become a $1T tech giant. Management's execution thus far has been second to none. [--]. They hit [--] million paying customers faster than Netflix $NFLX Spotify $SPOT and Amazon $AMZN. [--]. They have grown [--] times faster than the most formidable insurers in the U.S.Allstate Geico State Farm USAA [--]. They achieved a 150% compound annual growth rate (CAGR) in their topline accelerating faster in their first five years than $META Amazon and Apple $AAPL [--]. Growth has been ACCELERATING for [--] straight quarters and mangament is guiding that the growth rate acceleration will continue. [--]. They have" [X Link](https://x.com/jakebrowatzke/status/1936686683136614564) 2025-06-22T07:24Z 42.7K followers, 120.3K engagements "Both $DUOL and $PATH now have present free cash flow per share yields HIGHER than my margin interest rate WITHOUT any revenue or margin growth from here. $DUOL put up 41% revenue growth in Q3" [X Link](https://x.com/jakebrowatzke/status/2019582329170051091) 2026-02-06T01:22Z 42.7K followers, [----] engagements "Biggest $PATH thesis confirming news of the week: [--]. A Large UIPath customer ADT was able to reactivate 100+ automations that UIPath RPA studio has failed to automate. This thanks to Maestro's new AI agent orchestrations. This confirms my thesis after watching many Maestro demos that AI essentially gives their automations a brain thus improving the automation value of their offering by an order of magnitude. [--]. Elon Musk says XAI is on the PATH (yes he literally used the word "PATH" multiple times) to training an AI to replicate human clicks making it clear he believes automation over top of" [X Link](https://x.com/jakebrowatzke/status/2020566840787747318) 2026-02-08T18:34Z 42.7K followers, [----] engagements "For the glory of the creator of the universe who entered the game he created as a player to live a perfect life die for our mistakes and raise himself from the dead as an example of what he will do for all who follow him. Amen. Jesus gave me the grace to all in on Tesla (by understanding how battery cost reductions were going to flip the company to profitability) prior to the stock going up 20x. Using leverage this brought me from having $20k I had saved over [--] years of work to becoming a millionaire. More recently he gave me the grace to understand how a company called Lemonade would" [X Link](https://x.com/jakebrowatzke/status/1990149024897437928) 2025-11-16T20:04Z 42.7K followers, 265.5K engagements "Current portfolio weighting update: $PATH ALL-IN - 202% of my public portfolio's net liquidity $DUOL ALL-IN - 107.50% of my net liquidity (These are the two top performing stocks in my [--] and [--] year base case modeling.) $HIMS - 15.49% $FOUR - 15.27% $ODD - 15.16% (These are my three dark horses that have a shot at outperforming my favorite stocks if my margin of error is wide enough. Every stock above this point has over a 7x expected [--] year return.) $ROOT - 7.60% $FVRR - 4.65% $HNST - 2% $LMND and $ZETA - 2% Hope everyone appreciates the transparency. ❤ Fearful people can all breathe a big" [X Link](https://x.com/jakebrowatzke/status/2019518826241466732) 2026-02-05T21:09Z 42.7K followers, 25.9K engagements "🚨 Midcap crash of 26' $DUOL trading 11.75x EV/FCF (enterprise value to free cash flow) while growing DAUs 35%+ y/y and revenue 41% in Q3. $PATH trading 16.47x EV/FCF and only 7.7x EV/LTE (enterprise value to look thru earnings - which applies likely net margins at maturity to trailing 12-month revenue) despite strong fundamental momentum. $HIMS trading 6.6x EV/LTE $FVRR trading 2.2x EV/LTE Just run valuation calculations on this list. It's crazy. You'd think there wasn't a % of revenue growth between them all 🤯 https://twitter.com/i/web/status/2021622713291280594" [X Link](https://x.com/jakebrowatzke/status/2021622713291280594) 2026-02-11T16:29Z 42.7K followers, 11.4K engagements "Down -$800k today 🍿" [X Link](https://x.com/jakebrowatzke/status/2021626477893263693) 2026-02-11T16:44Z 42.7K followers, 20.7K engagements "Probably worth buying $FVRR stock just to get AutoDS now which they acquired for $92M in 2024" [X Link](https://x.com/jakebrowatzke/status/2021728006931456449) 2026-02-11T23:28Z 42.7K followers, [----] engagements "@AndyC65237293 Hold and watch $PATH automate the world. 💪" [X Link](https://x.com/jakebrowatzke/status/2022027570695577641) 2026-02-12T19:18Z 42.7K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jakebrowatzke Jake Browatzke 🚀
Jake Browatzke 🚀 posts on X about $path, $duol, ai, $hims the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -67%
- [--] Month [---------] +183%
- [--] Months [----------] +421%
- [--] Year [----------] +1,169%
Mentions: [--] #
- [--] Week [---] -3%
- [--] Month [---] +87%
- [--] Months [-----] +161%
- [--] Year [-----] +822%
Followers: [------] #
- [--] Week [------] +0.47%
- [--] Month [------] +3.30%
- [--] Months [------] +34%
- [--] Year [------] +52%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #5759 finance 38.98% cryptocurrencies 9.45% technology brands 9.06% automotive brands 3.54% celebrities 3.15% social networks 1.18% luxury brands 0.39% fashion brands 0.39% financial services 0.39%
Social topic influence $path #3, $duol #20, ai 21.65%, $hims #97, $lmnd #14, stocks #2818, $odd #14, $four #9, company #1034, bullish #487
Top accounts mentioned or mentioned by @uipath @investorcity4u @slipperyklown @johnnysack95 @danieldines @audittheherd @phathomresearch @alc2022 @rileye645 @hytenzxt @kartpankartpan @william_r2rclub @venicehodl @duolingo @valuemaverick @coinviction @caesarcapitalz @thestockerman @stonkchris @valleyinvesting
Top assets mentioned UiPath, Inc. (PATH) Duolingo, Inc. (DUOL) Hims & Hers Health, Inc. (HIMS) Lemonade, Inc. (LMND) ODDITY Tech Ltd (ODD) 4 (FOUR) The Root Network (ROOT) Tesla, Inc. (TSLA) ServiceNow Inc (NOW) Palantir Technologies Inc. (PLTR) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) ZetaChain (ZETA) Spotify Technology (SPOT) Shift4 Payments, Inc. (FOUR) IBM (IBM)
Top Social Posts
Top posts by engagements in the last [--] hours
"Growth hack: Want your X to blow up Just lose $7M in a month and then post a screenshot. Easy money. My X Payout will be at least $75"
X Link 2026-02-09T22:20Z 42.7K followers, [----] engagements
"$PATH's forward PE is now [-----] 🤯 They have NO debt and $1.4B in cash and investments. Their look through EV/Earnings is 7.4x assuming a 38% mature net margin. There product has become 10x more desirable in the past [--] months since the launch of Maestro for AI agent orchestration and the business growth is accelerating. ARR is growing double digits and their dollar based net retention rate is 100%. Their founder and CEO Daniel Dines says he believe Maestro's revenue can grow to equal their core RPA business within [--] years. Maestro's time to value is accelerating for AI deployments across"
X Link 2026-02-11T20:21Z 42.7K followers, 12.8K engagements
"FIRST TIME EVER [--] stocks in my spreadsheet have over 10x expected returns in my base model within [--] years This is the first time i've ever had more than one with a 10x expected return since [----] In [----] I had $TSLA 2024/25 $LMND [----] $PATH $DUOL & $HIMS ❗❗🤯 And $LMND is dropping so back to an expected 6.8x https://twitter.com/i/web/status/2021769338261307487 https://twitter.com/i/web/status/2021769338261307487"
X Link 2026-02-12T02:12Z 42.7K followers, 12.9K engagements
"Just because their isn't an index that covers the stocks in a bear market doesn't mean they aren't down 50%-80% good sir. The simulation is trying to trick you into complacency. Of course the flush of leverage out of the highest upside stocks in the AI revolution would need to happen in secret without altering the masses so that as few as possible would take advantage of the opportunity. https://twitter.com/i/web/status/2022411838244217226 https://twitter.com/i/web/status/2022411838244217226"
X Link 2026-02-13T20:45Z 42.7K followers, [---] engagements
"@jordanbpeterson @TRobinsonNewEra Watching the documentary he just released. The far left are evil"
X Link 2024-07-28T15:48Z 42.7K followers, 13.6K engagements
"$HIMS now shows an equal [--] year return to $LMND in our DCF model. While it's possible $LMND flies 30% tomorrow on what will be a HUGE quarter of revenue growth acceleration I must make my decisions based entirely on the valuation metrics of today. Thus I Sold $1M of $LMND (remaining position is still 100% of my net liquidity $6M) and Bought $1M $HIMS (position restablished) + $500k $ROOT (new position) + $160k $PATH + $110k $FVRR + $45k $FOUR + $430k $ODD (new position) Overall I increased my margin exposure to the market today. I do expect to get hate for this move (especially after Lemonade"
X Link 2025-11-04T16:36Z 42.7K followers, 135.2K engagements
"One underappreciated aspect of Shift4 Payments $FOUR is its status as one of the earliest investors in SpaceX stemming from CEO Jared Isaacman's longstanding friendship with Elon Musk. Depending on the exact price paid for the stock around [--] to [--] percent of your investment dollars are effectively purchasing SpaceX shares. The $1 billion share buyback program announced by Shift4 in its latest earnings call will boost that percentage even further by retiring approximately [--] percent of $FOUR's outstanding shares. This implies that even a stagnant $FOURa highly unlikely scenario given the"
X Link 2025-11-09T03:09Z 42.6K followers, 51.7K engagements
"Q3 $ODD earnings are next week Tuesday I'm excited to hear news regarding the Q4 launch of their new dermatologist brand though 20%+ growth will come solely from Il Makiage and Spoiled Child's continued dominance and international expansion. Brand [--] will launch in [----] $ODD is the #1 direct to consumer cosmetic brand on earth. They use AI to perfectly match product to skin tone to make the online shopping experience easy. Makeup is a perfect forever repeat consumer product. Once a girl finds what she likes she can buy it for life. It sells https://t.co/JrDDjxkuLg $ODD is the #1 direct to"
X Link 2025-11-11T16:22Z 42.7K followers, 10.6K engagements
"NEWS: Tapestry is transforming luxury fashion with @UiPath achieving 5x higher data accuracy and 20-25% effort savings. $PATH "Tapestry is a New York-based luxury fashion conglomerate that includes brands such as Coach Kate Spade and Stuart Weitzman. The company operates in the retail and manufacturing industries with around [-----] employees. Tapestry aimed to improve operational efficiency in its core enterprise resource planning (ERP) system SAP S/4HANA by automating complex manual processes to achieve a 'clean core' that enhances flexibility and reduces labor-intensive operations. This"
X Link 2025-12-16T21:51Z 42.7K followers, 16.5K engagements
"@bjmtweets I think this is a great value buy. Perhaps a twenty percent chance it's a value trap. Eighty percent chance it's a banger and they find their niche in the a I world"
X Link 2026-01-08T09:15Z 42.7K followers, [----] engagements
"BEST [--] Stocks to Buy for the Next 5+ Years. #1 $PATH #2 $DUOL #3 $HIMS #4 $ODD #5 $FOUR #6 $LMND #7 $ZETA This portfolio will compound 35% per year on average the rest of the 2020s"
X Link 2026-01-21T22:32Z 42.7K followers, 34.8K engagements
"$FVRR has $750m of cash and equivalents $400M of shareholder equity and is trading at just a $609m market cap At some point there has to be some value buying this 😅 Just their AutoDS acquisition alone has to be worth the $200M enterprise value soon 😂"
X Link 2026-01-23T09:22Z 42.7K followers, 11.9K engagements
"@pickleingsummer It's hard to predict the future of freelance work in the age of AI. However my gut feeling is that freelancing evolves rather than going away. If Fiverr is able to evolve along with the market and survive - the stock is likely highly undervalued with 10x+ upside"
X Link 2026-01-23T10:05Z 42.7K followers, [---] engagements
"Fiverr's biggest headwind is the fact that $PATH can fully automate 35% of all of your employee work hours in just a few months When your full-time employees have that much free time how likely are you to hire freelancers $FVRR has $750m of cash and equivalents $400M of shareholder equity and is trading at just a $609m market cap At some point there has to be some value buying this 😅 Just their AutoDS acquisition alone has to be worth the $200M enterprise value soon 😂 $FVRR has $750m of cash and equivalents $400M of shareholder equity and is trading at just a $609m market cap At some point"
X Link 2026-01-23T10:09Z 42.7K followers, [----] engagements
"BREAKING: Blackrock has purchased over 20M shares of $PATH increasing their position by 57.39% to 39M+ shares $BLK is nearly maxing their 10% ownership limit now with 8.6% ownership of UiPath. Blackrock have increased their position in $PATH by 57.39% to [--------] shares which equates to $597M. They now own 8.6% of the company. This is extremely bullish. https://t.co/9eD7ssGQll Blackrock have increased their position in $PATH by 57.39% to [--------] shares which equates to $597M. They now own 8.6% of the company. This is extremely bullish. https://t.co/9eD7ssGQll"
X Link 2026-01-23T18:18Z 42.6K followers, 34.6K engagements
"Once $LMND hits $180 it'll nearly be to fair value"
X Link 2026-01-28T22:34Z 42.6K followers, [----] engagements
"$PATH will be the biggest market surprise of [----] to everyone except the UiPath retail investor community"
X Link 2026-01-29T01:41Z 42.5K followers, 13.6K engagements
"$PATH $DUOL $HIMS $ODD and $FOUR are ALL generational buying opportunities today"
X Link 2026-01-29T03:39Z 42.7K followers, 11.7K engagements
"Some stocks like $PATH and $DUOL are in a BRUTAL bear market. That does not mean they are a bad buy"
X Link 2026-01-29T15:07Z 42.6K followers, 18.6K engagements
"At the end of a bull market participants ignore bad news but at the end of a bear market good news is ignored. $PATH stock is 100% in a [--] year bear market. Good news is not sticking. There have recently been two pumps for $PATH since their launch of Maestro for AI agent orchestration. Pump #1 was their partnership with $NVDA $SNOW OpenAI $MSFT and more - which the market used as a sell opportunity completely ignoring the CEO updating the market that customer demand was now at record levels. Pump #2 Q3 earnings DOUBLE beat and raise. Once again the market IGNORES the good news and uses the"
X Link 2026-01-29T21:18Z 42.6K followers, 14.6K engagements
"If you own $PATH there is so much winning ahead that you are going to get sick of winning 😉🚀"
X Link 2026-01-29T22:08Z 42.6K followers, 10.5K engagements
"Q4 Earnings I'm watching closely this season in the order they report: $FOUR (NYSE: Shift4 Payments Inc.): February [--] $FVRR (NYSE: Fiverr International Ltd.): February [--] (before market open) $LMND (NYSE: Lemonade Inc.): February [--] (before market open) $HIMS (NYSE: Hims & Hers Health Inc.): February [--] $ODD (NASDAQ: ODDITY Tech Ltd.): February [--] $ZETA (NYSE: Zeta Global Holdings Corp.): February [--] $HNST (NASDAQ: The Honest Company Inc.): February [--] $DUOL (NASDAQ: Duolingo Inc.): February [--] $PATH (NYSE: UiPath Inc.): March [--] https://twitter.com/i/web/status/2017158489475363235"
X Link 2026-01-30T08:50Z 42.7K followers, 11.9K engagements
"I'm VERY bullish $HIMS $PATH and $DUOL from here 💪🚀 Did a LOT of buying today after transferring in $300k from crypto"
X Link 2026-01-30T17:18Z 42.6K followers, 16.3K engagements
"$DUOL added this cool feature where you can see how many days in a row the stock is down"
X Link 2026-01-30T17:45Z 42.6K followers, [----] engagements
"For anyone who wants to understand the basics of the $PATH product in more depth 🔥👇 From blank screen to working automation. 🖥 @andersjensenorg shows how. https://t.co/lxyf11HbJ4 #AgenticAI From blank screen to working automation. 🖥 @andersjensenorg shows how. https://t.co/lxyf11HbJ4 #AgenticAI"
X Link 2026-01-30T17:48Z 42.6K followers, [----] engagements
"$ROOT is very undervalued. $1.5B revenue runrate assuming a 10% net profit margin or $150M in look through earnings power today their $940M market cap means they trade at a P/LTE (look-through earnings) of 6.2x @jakebrowatzke you guys need to get $root back on your radar. insane upside. Hyundai looks to be launching what looks similar to cvna and would be worth 2-3B market cap alone for $root with the entire company at 1B right now @jakebrowatzke you guys need to get $root back on your radar. insane upside. Hyundai looks to be launching what looks similar to cvna and would be worth 2-3B"
X Link 2026-01-30T17:58Z 42.7K followers, [----] engagements
"These replies are the signs of capitulation $PATH The stock has been flat for [--] years. If it's flat for [--] more months before Maestro deals start hitting hard that's ok. Have a little patience 😊 @jakebrowatzke They should make a video on how they're going to create shareholder value. Probably too busy with all the woke propaganda. You're going to have to change your profile to $PATH to thousandaire if @danieldines continues destroying shareholder value like this. @jakebrowatzke They should make a video on how they're going to create shareholder value. Probably too busy with all the woke"
X Link 2026-01-30T19:05Z 42.7K followers, [----] engagements
"$DUOL has crashed from $544 to $134 $HIMS has crashed from $72 to $27 $PATH has crashed from $90 to $12.50 Don't let them gaslight you. This is a VERY REAL bear market and we are at or near CAPITULATION. This is the time to be loading up your bags on these incredible deals. @jakebrowatzke Not even close to a capitulation maybe a small dip @jakebrowatzke Not even close to a capitulation maybe a small dip"
X Link 2026-01-30T20:32Z 42.6K followers, 90.8K engagements
"$PATH is the #1 AI automation company in the world. No one else can give AI agents better tools to do more valuable work"
X Link 2026-02-01T05:27Z 42.6K followers, 14K engagements
"Seems bullish for $PATH that the fastest growing segment of IBM's software business in Q4 was due to huge customer demand for agentic business automation. 🤔🚀 In IBM's Q4 [----] earnings call transcript Arvind Krishna discusses the software business performance highlighting the data segment's growth and tying it directly to strong customer demand for AI innovations including agentic capabilities via tools like Watsonx Orchestrate for AI agents: "Both data and automation are gaining strong momentum with clients growing 19% and 14% respectively in the quarter. . Data benefits both from our data"
X Link 2026-02-01T08:25Z 42.6K followers, [----] engagements
"The $PATH to universal high income is everyone owning [--] Tesla Bots not socialism. In the [--] years since ChatGPT launched Lemonades revenue [--] gross profit [--] +1.25M customers with fewer employees. As a CEO I love that. As a father I cant leave it there. Thats why I founded MOSAIC and why were publishing the MOSAIC Model today: a blueprint for https://t.co/wnLLVQEV8f In the [--] years since ChatGPT launched Lemonades revenue [--] gross profit [--] +1.25M customers with fewer employees. As a CEO I love that. As a father I cant leave it there. Thats why I founded MOSAIC and why were publishing the MOSAIC"
X Link 2026-02-02T02:22Z 42.6K followers, 12K engagements
"$PATH is the Clawd bot orchestration layer for large enterprises. Everything happening recently is proving the UiPath thesis 🚀"
X Link 2026-02-02T02:26Z 42.6K followers, [----] engagements
"Stocks like $DUOL $HIMS $PATH $ODD and $FOUR can't keep going down every day forever when their fundamental businesses continually grow. This too shall pass"
X Link 2026-02-02T09:52Z 42.6K followers, 22.4K engagements
"If $DUOL and $PATH would like to lose another $5B in marketcap each so i can buy them for less than their cash positions I'll happily say thank you. Stocks like $DUOL $HIMS $PATH $ODD and $FOUR can't keep going down every day forever when their fundamental businesses continually grow. This too shall pass. Stocks like $DUOL $HIMS $PATH $ODD and $FOUR can't keep going down every day forever when their fundamental businesses continually grow. This too shall pass"
X Link 2026-02-02T09:58Z 42.6K followers, 11.6K engagements
"@AndersReiche Just because $LMND is an amazing company does not make other's bad. $PATH will not only retake $20 it will hit $200+"
X Link 2026-02-02T10:10Z 42.6K followers, [----] engagements
"My #1 position $PATH and #2 position $DUOL continue their weeks and months of free fall. Yet my bullishness is at an all time high 💪🚀 I'm seeing some of the highest [--] year-return entry points I've ever seen. Within 60-days we'll be dreaming about these strong entry prices"
X Link 2026-02-02T18:41Z 42.6K followers, 11.5K engagements
"You can now buy $PATH for the price it bottomed at in [----] four years later. My #1 position $PATH and #2 position $DUOL continue their weeks and months of free fall. Yet my bullishness is at an all time high 💪🚀 I'm seeing some of the highest [--] year-return entry points I've ever seen. Within 60-days we'll be dreaming about these strong entry prices. https://t.co/Ype8onYciM My #1 position $PATH and #2 position $DUOL continue their weeks and months of free fall. Yet my bullishness is at an all time high 💪🚀 I'm seeing some of the highest [--] year-return entry points I've ever seen. Within"
X Link 2026-02-02T18:45Z 42.6K followers, [----] engagements
"$PATH touched my average buy price today. The ability to DCA down before the 10x would be a gift. 🙏 @danieldines' @UiPath has a HIGH probability of earning their place as an AI orchestration darling in 2026/2027 🚀"
X Link 2026-02-02T19:25Z 42.6K followers, 10K engagements
"Call me crazy but this $PLTR earnings call is so bullish for $PATH it's insane"
X Link 2026-02-03T00:14Z 42.7K followers, 24.6K engagements
"This is far more important to the $PATH thesis than people realize Today security isnt optional. 🛡Our CISO breaks down why #AgenticAI requires strict controls so every action is approved & auditable: https://t.co/2d9bkn4v3j https://t.co/tsM9bNJ0px Today security isnt optional. 🛡Our CISO breaks down why #AgenticAI requires strict controls so every action is approved & auditable: https://t.co/2d9bkn4v3j https://t.co/tsM9bNJ0px"
X Link 2026-02-03T00:18Z 42.6K followers, [----] engagements
"Making a substantial deposit into my account tomorrow to buy THESE [--] sold off gems. All have genuine 10x potential within [--] years. Current expected base case [--] year returns: $PATH - 10.9x $HIMS - 8.6x $ODD - 8.4x $DUOL - 7.9x The current plan for my deposit tomorrow: 70% will go into $PATH 10% $DUOL 10% $HIMS 10% $ODD These are the top [--] expected returners in our spreadsheet within the margin of error of best performing stock through [----] 🚀 (Not investment advice. Simply imperfectly open sourcing my own research modeling and decisions.) https://twitter.com/i/web/status/2018508567339208895"
X Link 2026-02-03T02:15Z 42.7K followers, 26.4K engagements
"@Ironic_Ape @venicehodl After taxes from selling $LMND at least"
X Link 2026-02-03T02:52Z 42.6K followers, [---] engagements
"$PATH is outgrowing and will continue to outgrow $IBM at an insane clip - yet $PATH and $IBM trade at nearly the same P/S ratio. UiPath has 80% gross margins compared to $IBM at 58% gross margins. The market is NOT efficient"
X Link 2026-02-03T05:14Z 42.6K followers, 11.9K engagements
"Since going public in [----] $PATH's P/S multiple has compressed at an annual rate of -28.2% per year from over 60x sales at it's peak to 4.3x sales today. This has led to an over -80% reduction in share price even while the company has grown sales at a 33.6% CAGR since [----] $PATH is outgrowing and will continue to outgrow $IBM at an insane clip - yet $PATH and $IBM trade at nearly the same P/S ratio. UiPath has 80% gross margins compared to $IBM at 58% gross margins. The market is NOT efficient. https://t.co/FPnau68HtW $PATH is outgrowing and will continue to outgrow $IBM at an insane clip -"
X Link 2026-02-03T05:21Z 42.6K followers, [----] engagements
"Both $DUOL and $LMND are growing topline 30% per year however there are several reasons I view $DUOL as the more attractive investment from today's prices despite believing both will destroy the broader market over the next 5+ years: [--]. $LMND must borrow and spend a ton on advertising for their growth while $DUOL grows almost entirely organically via word of mouth and social media. Lemonade's growth spend is profitable but this is an important distinction. If Duolingo wanted to spend like Lemonade does on advertising $DUOL could likely sustain 40%+ growth for many years. [--]. $DUOL has 72.5%"
X Link 2026-02-03T05:46Z 42.7K followers, 12.5K engagements
"$TSLA is an N of [--] company $LMND is an N of [--] company $PATH is an N of [--] company $DUOL is an N of [--] company $HIMS is an N of [--] company $ODD is an N of [--] company I only buy N of [--] companies $PLTR is an N of [--] company. $PLTR is an N of [--] company"
X Link 2026-02-03T06:00Z 42.7K followers, [----] engagements
"All are founder run and #1 in their market by far. A few happen to have EXTREMELY attractive valuations and are NOT currently viewed by the market as the N of [--] companies they are. $PATH $DUOL $HIMS $ODD are all worth buying heavily at today's prices imo"
X Link 2026-02-03T06:01Z 42.6K followers, [----] engagements
"$PATH's entire narrative will shift drastically as the Maestro sales cycle shortens 💪"
X Link 2026-02-03T06:09Z 42.6K followers, [----] engagements
"It's really fun working an a side skill with $DUOL a few minutes per day Feels like a video game side quest with a potential late game bonus content unlock 🔑 I could see 2-3B people learning different skills on @duolingo someday if they integrate AI into lesson plans well 🚀"
X Link 2026-02-03T08:09Z 42.7K followers, [----] engagements
"@LongOneStocks I like $FOUR here too. Biggest thing that sets it under these others is that it's no longer founder run. It actually has nearly the same [--] year return expectation of these though and the founder is still a huge shareholder"
X Link 2026-02-03T09:07Z 42.7K followers, [---] engagements
"You will never find the next $PLTR But you may find a new $PATH 🚀 Call me crazy but this $PLTR earnings call is so bullish for $PATH it's insane Call me crazy but this $PLTR earnings call is so bullish for $PATH it's insane"
X Link 2026-02-03T10:18Z 42.6K followers, [----] engagements
"A little over a week since I started my $DUOL position and I'm already down $300K 💪🚀 Reminds me when I was down over $300k in a new position I had started at $16 in little stock called $LMND not long ago. Kept buying then. Will keep buying now"
X Link 2026-02-03T11:09Z 42.7K followers, [----] engagements
"$PLTR just blew EVERYONE away with their commercial AI demand $IBM's high customer demand for AI automation lead to their fastest revenue growth rate in years Yet you're bearish $PATH prior to their earnings 🚀"
X Link 2026-02-03T12:00Z 42.6K followers, [----] engagements
"$PATH only needs to reach a 30% growth rate within [--] years to 10x their stock in that time They need go even faster to take substantial AI agent orchestration market share and establish themselves as the #1 AI automation provider they can become 💪🚀"
X Link 2026-02-03T12:22Z 42.6K followers, [----] engagements
"@RileyE645 Yes $ROOT should have been mentioned here too"
X Link 2026-02-03T13:29Z 42.7K followers, [---] engagements
"$PYPL doesn't value its customers. It's as simple as that. One of the reasons my clothing band shut down last year was an inability to free cash flow due to PayPal's unreasonable and continuously increasing account holds withdrawal holds and even a payment accepting hold that caused me to burn almost $15000 on Facebook Ads while people couldn't even make purchases. I will launch a new e-commerce store someday and it will NOT accept PayPal. https://twitter.com/i/web/status/2018685588463874521 https://twitter.com/i/web/status/2018685588463874521"
X Link 2026-02-03T13:58Z 42.6K followers, [----] engagements
"Crazy that $PATH's Maestro launch mirrors this so far $PLTR SPELLS MAGIC https://t.co/gIL04uSWjR $PLTR SPELLS MAGIC https://t.co/gIL04uSWjR"
X Link 2026-02-03T14:06Z 42.6K followers, [----] engagements
"$PATH Maestro orchastrates AI agent swarms to automate entire end-to-end business segments And Wallstreet thinks they'll only grow revenue 9% this year 😂 When it comes to one AI agent to rule them all versus a fleet of specialized agents theres no debate. 🤖 Tune into the full convo: https://t.co/c20zM00fvn #AgenticAutomation https://t.co/kDKyidiKVc When it comes to one AI agent to rule them all versus a fleet of specialized agents theres no debate. 🤖 Tune into the full convo: https://t.co/c20zM00fvn #AgenticAutomation https://t.co/kDKyidiKVc"
X Link 2026-02-03T14:20Z 42.6K followers, [----] engagements
"$PATH & $DUOL are both down over 4% to start another green day for the overall market 📈"
X Link 2026-02-03T14:45Z 42.6K followers, [----] engagements
"$FOUR expects $1B+ in annual free cash flow exiting next year (2027) Stock trades at just a $4.97B valuation That's an under 5x price to forward free cash flow runrate"
X Link 2026-02-03T14:58Z 42.7K followers, [----] engagements
"Could not have picked a better day to make a huge deposit. Buying $PATH and $DUOL today 💪🚀 Making a substantial deposit into my account tomorrow to buy THESE [--] sold off gems. All have genuine 10x potential within [--] years. Current expected base case [--] year returns: $PATH - 10.9x $HIMS - 8.6x $ODD - 8.4x $DUOL - 7.9x The current plan for my deposit tomorrow: 70% will Making a substantial deposit into my account tomorrow to buy THESE [--] sold off gems. All have genuine 10x potential within [--] years. Current expected base case [--] year returns: $PATH - 10.9x $HIMS - 8.6x $ODD - 8.4x $DUOL - 7.9x The"
X Link 2026-02-03T15:07Z 42.6K followers, 13.2K engagements
"$FOUR now trades only 4.6x their free cash flow runrate guided for by [----] 🤯"
X Link 2026-02-03T18:19Z 42.7K followers, [----] engagements
"Nothing to see here. Only a stock that needs to 4x within [--] year to trade 18.4x forward free cash flow $FOUR now trades only 4.6x their free cash flow runrate guided for by [----] 🤯 https://t.co/HAXOk3anbu $FOUR now trades only 4.6x their free cash flow runrate guided for by [----] 🤯 https://t.co/HAXOk3anbu"
X Link 2026-02-03T18:28Z 42.7K followers, [----] engagements
"I am the man in the arena. My only question for those who don't have the guts to play the game themselves is are you not entertained Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm"
X Link 2026-02-03T18:51Z 42.6K followers, [----] engagements
"My goal is to stay solvent longer than the market can stay irrational. But if the market decides to really fall off the rails of fundamentals for an extended period this can become an impossible task as both Buffett and Lynch have repeatedly warned me. Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm"
X Link 2026-02-03T19:21Z 42.6K followers, 13.1K engagements
"I was barely able to buy the dip through margin calls today buying $130k between $PATH and $DUOL after deploying $415k of fresh capital. I'm pretty sure this is what it feels like to try and swim up a crashing waterfall. Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm"
X Link 2026-02-03T20:24Z 42.7K followers, 12.1K engagements
"There's a LOT of upside from here in mid cap growth like $PATH $DUOL $HIMS $ODD $FOUR and even $ROOT and I'm staying positioned for it With an undisclosed amount of dry powder I will come out of this with more shares than I owned prior in all these stocks 🚀 Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm"
X Link 2026-02-03T21:41Z 42.6K followers, 19.7K engagements
"$PATH and $DUOL are both in HUGE bear markets down more than 80% and 20% since their IPOs in [----] - [--] years ago They've done nothing but grow their revenue and free cash flow and are trading near their lowest valuations ever. We're about to see huge revenue growth acceleration from $PATH in the back half of this year that is NOT included in estimates. There's a LOT of upside from here in mid cap growth like $PATH $DUOL $HIMS $ODD $FOUR and even $ROOT and I'm staying positioned for it With an undisclosed amount of dry powder I will come out of this with more shares than I owned prior in all"
X Link 2026-02-03T22:17Z 42.7K followers, [----] engagements
"BREAKING: Lumbard Kellner Loads Up @UiPath With [------] $PATH Shares Bought According to a SEC filing dated February [--] [----] Lumbard & Kellner LLC established a new position in UiPath acquiring [------] shares during the fiscal fourth quarter. This new position represents 1.29% of the funds $285.53 million in reportable U.S. equity assets as of December [--] [----] https://twitter.com/i/web/status/2018833186231382108 https://twitter.com/i/web/status/2018833186231382108"
X Link 2026-02-03T23:45Z 42.6K followers, [----] engagements
"Because you feel this way and emotions are often what drives others decisions the contrarian move would be to use this exact moment to sell some of your $LMND into the most beaten down stocks that you still believe in. I think you like $HIMS right That stock now has a higher [--] year return from its present valuation. It has dropped from $72 to $25. https://twitter.com/i/web/status/2018838296491704416 https://twitter.com/i/web/status/2018838296491704416"
X Link 2026-02-04T00:05Z 42.6K followers, [----] engagements
"My guess is many of our follow investors are no longer in $DUOL or $PATH with us. R.I.P. our fallen friends 🪦"
X Link 2026-02-04T02:28Z 42.7K followers, 14.4K engagements
"$PATH traded at nearly this exact price from May [----] to May [----] almost an entire year. Good chance we find support here as we're in a [--] year consolidation phase but anything is possible 🚀"
X Link 2026-02-04T04:26Z 42.7K followers, [----] engagements
"@Veganhippo21 That's the funny part. I did lock in gain on $LMND so now I have the drawdown and taxes"
X Link 2026-02-04T07:38Z 42.6K followers, [---] engagements
"The stocks that have already pulled back the most will likely be the safest in a larger market selloff I could easily see $PATH $DUOL and $HIMS climbing against a falling market"
X Link 2026-02-04T17:33Z 42.7K followers, [----] engagements
"NOTHING TO SEE HERE. PLEASE MOVE ALONG. THANK YOU FOR NOT GIVING ATTENTION TO THIS MATTER If you can click it you can automate it. 💻 💪 From Pages to Chrome native Mac apps are all fair game. https://t.co/O1I1sMcTdq If you can click it you can automate it. 💻 💪 From Pages to Chrome native Mac apps are all fair game. https://t.co/O1I1sMcTdq"
X Link 2026-02-04T19:09Z 42.6K followers, [----] engagements
"@UiPath This seems quite powerful and useful. Excited to see how you guys continue to speed up time to value for customers"
X Link 2026-02-04T19:18Z 42.6K followers, [---] engagements
"AI is making $PATH so much better it's hard to grasp Healing agent is an AI that automatically repairs automations if UI elements change ScreenPlay is the #1 ranked AI automation agent (ranked by OSWorld) and can build full automations for you via simple text prompts. If you can click it you can automate it. 💻 💪 From Pages to Chrome native Mac apps are all fair game. https://t.co/O1I1sMcTdq If you can click it you can automate it. 💻 💪 From Pages to Chrome native Mac apps are all fair game. https://t.co/O1I1sMcTdq"
X Link 2026-02-04T19:28Z 42.7K followers, 21.8K engagements
"I have zero doubt in my mind that $PATH is one of the world's leading founder led AI labs Most others are trading 50x-100x sales. UiPath trades just 4.2x sales a look through PE under [--]. AI is making $PATH so much better it's hard to grasp Healing agent is an AI that automatically repairs automations if UI elements change ScreenPlay is the #1 ranked AI automation agent (ranked by OSWorld) and can build full automations for you via simple text prompts. https://t.co/qGUlcBwT4G AI is making $PATH so much better it's hard to grasp Healing agent is an AI that automatically repairs automations if"
X Link 2026-02-04T19:33Z 42.7K followers, 10.4K engagements
"Much like $LMND: both $PATH and $DUOL are building many proprietary fine tuned AI models on their own data for their own goals. $LMND and $DUOL use their own models to cut costs and increase customer satisfaction. $PATH trains AI models to cut other's companies costs 💪🚀"
X Link 2026-02-04T19:51Z 42.7K followers, [----] engagements
"Duolingo actually has an AI model learning when to send notifications and what to write in notifications based on individual user activity to drive higher retention and engagement According to $DUOL's CTO and Co-Founder they've already seen huge benefits Much like $LMND: both $PATH and $DUOL are building many proprietary fine tuned AI models on their own data for their own goals. $LMND and $DUOL use their own models to cut costs and increase customer satisfaction. $PATH trains AI models to cut other's companies costs 💪🚀 Much like $LMND: both $PATH and $DUOL are building many proprietary"
X Link 2026-02-04T19:53Z 42.7K followers, [----] engagements
"$DUOL is the ONLY phone game that upgrades your stats in real life when you play 👌🚀 $DUOL is going to shock the market. People cant imagine this silly app becoming a $100 billion company let alone $1 trillion. But in reality $DUOL has mastered something incredibly valuable: habit formation. Over [--] million people return every day to learn something. 30%+ https://t.co/LPiOyk4hYP $DUOL is going to shock the market. People cant imagine this silly app becoming a $100 billion company let alone $1 trillion. But in reality $DUOL has mastered something incredibly valuable: habit formation. Over 50"
X Link 2026-02-05T18:14Z 42.6K followers, [----] engagements
"Duolingo will prove JUST as sticky as a social media platforms like X and Instagram and users will find even higher value in their time spent. I talk about numbers and cheap valuation a lot but here is my more substantive $DUOL thesis: Social media stats upgrade real world influence and monetary opportunities via improving employability. They also have a moat that builds through user numbers. That's the main reason why Meta has shocked the world with its performance since it was a small college friend platform called Facebook. When people say stuff like Duolingo might fall off like past phone"
X Link 2026-02-05T19:13Z 42.6K followers, [----] engagements
"@shai_wininger @tedcruz @Lemonade_Inc Very cool"
X Link 2026-02-05T19:57Z 42.6K followers, [---] engagements
"BREAKING: $DUOL has been declining for [--] consecutive days. Talk about a nice steak 🔥😂"
X Link 2026-02-05T20:04Z 42.6K followers, [----] engagements
"Buying $DUOL today is like buying $META at $89 in [----] BREAKING: $DUOL has been declining for [--] consecutive days. Talk about a nice steak 🔥😂 BREAKING: $DUOL has been declining for [--] consecutive days. Talk about a nice steak 🔥😂"
X Link 2026-02-05T20:12Z 42.7K followers, 16.7K engagements
"@Steff_Peeters No better time than now to start looking into it in my opinion ❤👍 I personally believe their new agnostic AI Agent orchestration product Maestro is going to be a huge revenue growth accelerator"
X Link 2026-02-05T21:13Z 42.6K followers, [---] engagements
"$PATH and $DUOL are down 80% from their respective highs both selling substantially below their [----] IPOs. Emotional investors create volatile stocks but volatile stocks don't equal volatile companies. This is what their fundamentals have been doing while their stocks crashed. They've both been growing topline revenue at a 40% CAGR. 80% discounts on companies with fundamentals like this are what generational buying opportunities look like 👇 The market is pricing two things simultaneously: [--]. AI is killing software. [--]. AI is bullshit. The market is pricing two things simultaneously: [--]. AI is"
X Link 2026-02-05T23:59Z 42.7K followers, [----] engagements
"If you invest you will eventually eat humble pie with margin that humble pie can zero you out. Longevity matters a ton to compounding (a wonder of the world) which is why i NEVER recommend margin"
X Link 2026-02-06T00:24Z 42.6K followers, [----] engagements
"@investorcity4U Yes. It's very painful. We'll make it though. I believe"
X Link 2026-02-06T00:42Z 42.5K followers, [---] engagements
"This is when you discover how strong your stomach is and how much risk you can live with. I've gone through a nearly 90% crash before in my portfolio (87% from $1.6M to $200k) and in that moment I learned I have no limit to my risk tolerance. $TSLA recovered and I leveraged back in the entire way back up. @jakebrowatzke Its very painful brother 🥲 @jakebrowatzke Its very painful brother 🥲"
X Link 2026-02-06T00:44Z 42.7K followers, 11.1K engagements
"The powers that be will FAIL to keep drugs expensive no matter how hard they try to stop $HIMS from making them cheaper. Big Pharma can die for all I care. People deserve healthier lives and the freedom to make their own choices and get care without retarded regulation expense. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are"
X Link 2026-02-06T00:52Z 42.6K followers, 11.4K engagements
"@DrMakaryFDA The powers that be will FAIL to keep drugs expensive no matter how hard they try to stop $HIMS from making them cheaper. Big Pharma can die for all I care. People deserve healthier lives and the freedom to make their own choices and get care without retarded regulation expense"
X Link 2026-02-06T00:52Z 42.5K followers, [----] engagements
"@AuditTheHerd @slipperyklown @PaperBagInvest @PhathomResearch What Elon is taking about is literally the $PATH bull case. Am I missing something or are you Paperbag Isn't Elon saying @UiPath's business is literally the next bull market"
X Link 2026-02-06T00:56Z 42.7K followers, [--] engagements
"@ChrisCamillo You nailed it. The market is a retarded gay flamingo dressed in blackface at this point. Zero logic behind it"
X Link 2026-02-06T01:16Z 42.7K followers, [----] engagements
"@NFTLunatic It's a joke of a valuation I'm taking advantage of with every free dollar"
X Link 2026-02-06T02:26Z 42.5K followers, [---] engagements
"@slipperyklown Truly wild"
X Link 2026-02-06T02:30Z 42.5K followers, [---] engagements
"I have never seen more opportunity in my entire life if I'm being honest. It's a wild moment"
X Link 2026-02-06T02:49Z 42.5K followers, [----] engagements
"@OlegHur This post explains my story and current position: https://x.com/i/status/1990149024897437928 For the glory of the creator of the universe who entered the game he created as a player to live a perfect life die for our mistakes and raise himself from the dead as an example of what he will do for all who follow him. Amen. Jesus gave me the grace to all in on Tesla (by https://t.co/EmJiVx7dWD https://x.com/i/status/1990149024897437928 For the glory of the creator of the universe who entered the game he created as a player to live a perfect life die for our mistakes and raise himself from"
X Link 2026-02-06T05:36Z 42.6K followers, 35.2K engagements
"@DoucheBag168 $10M-$11M"
X Link 2026-02-06T05:38Z 42.6K followers, [----] engagements
"Is anyone else showing their investing journey this raw and uncensored A tale of two screenshots https://t.co/TPNVFJBqto A tale of two screenshots https://t.co/TPNVFJBqto"
X Link 2026-02-06T05:47Z 42.6K followers, 21.8K engagements
"@Will3Will3Will3 @UiPath Sam altman Elon musk and many others will come to compete in this space against $PATH because they are the number one player in the number one market for the next five to ten years. Ai agent orchestration is the next big thing"
X Link 2026-02-06T19:21Z 42.6K followers, [---] engagements
"Betting against founder CEO's that have created multi-billion dollar companies is suicide. Daniel Dines knows UiPath's $PATH to success in AI Agent Orchestration and he is executing on it 💪🚀 Financial crime compliance is one of the hardest problems in financial services. And it's only getting harder. The institutions fighting it need partners who understand the stakes. Today I'm excited to announce that @UiPath has acquired @WorkFusion. What drew me to Financial crime compliance is one of the hardest problems in financial services. And it's only getting harder. The institutions fighting it"
X Link 2026-02-06T19:46Z 42.6K followers, [----] engagements
"I appreciate your reply but a 75% value-added tax on all AI productivity completely destroys the incentive for the free market to implement AI to increase productivity. This policy would kill MUCH AI innovation in the cradle. Regarding the government only having the same role it's already failing at (just look at the amount of fraud corruption abuse theft). how is giving corrupt politicians even more money going to improve things In my opinion the way to solve problems is to push problem solving power as low as possible to individual and reduce the power of the state. The closer you are to a"
X Link 2026-02-06T20:11Z 42.6K followers, [---] engagements
"@jrouldz @alc2022 I bought $300k of $DUOL today"
X Link 2026-02-06T20:16Z 42.6K followers, [---] engagements
"Recovered $760k today 🙏🚀 A tale of two screenshots https://t.co/TPNVFJBqto A tale of two screenshots https://t.co/TPNVFJBqto"
X Link 2026-02-06T21:01Z 42.7K followers, 21.3K engagements
"Today's [--] biggest buys: $DUOL + $PATH + $HIMS Recovered $760k today 🙏🚀 Recovered $760k today 🙏🚀"
X Link 2026-02-06T21:03Z 42.7K followers, 10.2K engagements
"Don't ask me how $TSLA got in there 😅 I guess I was just feeling a bit of fomo about the potential SpaceX + x AI + Tesla merger and figured $50000 of dead money for the next [--] years isn't that big deal if it doesn't happen. A 1.49% position now"
X Link 2026-02-06T21:06Z 42.7K followers, [----] engagements
"Is $HIMS really going to keep falling on threats of "potential" violations and "reviews" 😂 I'm happy to keep buying the dip 💪 However this is why $HIMS is a 15% position and not an all in candidate despite now showing 10x+ returns in our spreadsheet base case over [--] years similar to $PATH and $DUOL 🤯🚀 Healthcare regulation makes the industry one of the least free marketplaces in the world which is why it's also one of the most expensive and least efficient. Lots of room for innovation and improvement in Healthcare but you must literally fight the beurocratic institutions that create"
X Link 2026-02-06T22:09Z 42.6K followers, 13K engagements
"I totally get what you guys are saying and agree. I started my $LMND position around $16 but I didn't go all in until around where you're saying as that's when I got very vocal about the position and opportunity. The transition out of $LMND happened when it first hit $80 though some of my sales were in the high $70s buying $PATH in the $12s. After $PATH's insane earnings where it ran up to $19 i should have done a better job explaining that I was both withdrawing millions from my portfolio and adding more shares of $PATH both with margin. (Without the withdraws my portfolio peak would have"
X Link 2026-02-06T22:28Z 42.6K followers, [---] engagements
"Anyone who thinks $HIMS should be shut down is pretty much advocating for expensive regulatoraly captured non-customer centric healthcare. Essentially they hate people getting good care at affordable prices without the government or insurance's fingers in all of it. $HIMS should be shut down. $HIMS should be shut down"
X Link 2026-02-06T22:46Z 42.6K followers, 24.5K engagements
"@Valuemaverick @elonmusk I guarantee you Elon Musk has been studying $PATH when what he wants to do is literally what they are the number one in the market at doing"
X Link 2026-02-07T03:21Z 42.6K followers, [---] engagements
"Searches for "Hims" are currently DOUBLE their average volume over the past [--] days according to Google Trends. The news is that the FDA is "reviewing" $HIMS marketing and sale of underpriced GLP-1s but people are only hearing that $HIMS has the cheapest GLP-1s 😂 Funny thing is my thesis views GLP-1s for $HIMS just like the Harry Potter books were for Amazon. It's one product. Long term who cares GLP-1s are great for onboarding users but Hims is building an entire AI healthcare platform. Don't miss the forest because a few trees are being "reviewed" Worst case scenario is a meager fine and"
X Link 2026-02-07T05:11Z 42.7K followers, 25.2K engagements
"$PATH is still founder led and on a mission to transform the global economy BREAKING: Home Security Company ADT reactivates 100+ previously failed automations thanks to $PATH Maestro's AI agent orchestration 🔥 This is A HUGE confirmation of my thesis AI is a MASSIVE tailwind for @UiPath making their automations an order of magnitude more powerful 🚀 https://t.co/n33aRf30uq BREAKING: Home Security Company ADT reactivates 100+ previously failed automations thanks to $PATH Maestro's AI agent orchestration 🔥 This is A HUGE confirmation of my thesis AI is a MASSIVE tailwind for @UiPath making"
X Link 2026-02-07T05:20Z 42.6K followers, [----] engagements
"If you want to get SUPER BULLISH on $PATH watch the latest All In Podcast from [--] minutes in UiPath Maestro - the agonistic AI orchestration platform that spans all SaaS software - is the perfect product for the agentic age 🤯🚀 POD UP 🚨 -- Epstein Files -- Is SaaS dead Software stocks crash out -- Moltbook panic -- SpaceX-xAI merger -- Trump's Fed pick (0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump https://t.co/ss66IcjYFo POD UP 🚨 -- Epstein Files -- Is SaaS dead Software stocks crash out --"
X Link 2026-02-07T06:33Z 42.6K followers, [----] engagements
"@theallinpod This SaaS conversation makes me so bullish on $PATH it's insane. UiPath Maestro is the agonistic AI orchestration platform that spans all SaaS software. It's the perfect product for the agentic age 🤯🚀"
X Link 2026-02-07T06:33Z 42.6K followers, [----] engagements
"Ticker: $DUOL Revenue growth since IPO: +365% Stock performance since IPO: -14.3%"
X Link 2026-02-07T08:43Z 42.6K followers, [----] engagements
"Ticker: $PATH Revenue growth since IPO: +155.60% Stock performance since IPO: -80.61%"
X Link 2026-02-07T08:47Z 42.7K followers, [----] engagements
"Ticker: $HIMS Revenue growth since IPO: +1386.29% Stock performance since IPO: +166.37%* *(Doesn't include -16% after hours bloodbath)"
X Link 2026-02-07T09:01Z 42.7K followers, [----] engagements
"Ticker: $ODD Revenue growth since IPO: +290.05% Stock performance since IPO: -36.73%"
X Link 2026-02-07T09:06Z 42.7K followers, [----] engagements
"Just got the @duolingo PvP chess feature enabled on my account today 605M people play chess regularly worldwide 🔥 $DUOL's total daily active user TAM is likely 3B people after adding chess to their gamified learning curriculum that includes language math and music. Finding PvP chess matches at my Elo has been really fast Which makes sense since Duoligo Chess has millions of DAUs already their fastest growing course to date. Next they should add a PvP Chess match history so I can show off the epic win streak i'm on Replay reviews would be nice as well if an AI could show me where I made"
X Link 2026-02-07T10:43Z 42.7K followers, [----] engagements
"@Eugeneios Yes and now it's the steal of a century and NOT priced for revenue growth. 👏👏👏"
X Link 2026-02-07T18:52Z 42.6K followers, [---] engagements
"@nathanparker I'm not sure i've ever seen an opportunity like $PATH to be honest Where I have so much faith and the market has literally none so i'm able to buy an incredible growth company at prices that assume no growth"
X Link 2026-02-07T19:00Z 42.6K followers, [---] engagements
"@garrettREI The problem is that the market doesn't know the forward projections. Wall street thinks $PATH is only gonna grow nine percent this year which is just laughable"
X Link 2026-02-07T19:01Z 42.6K followers, [---] engagements
"Two types of investors: Those who see $HIMS limit testing big pharama healthcares regulatoraly capture and overpriced drugs as a red flag 🚨 And those who see it as another green flag that $HIMS is a major customer centered healthcare disruption story the bigs fear 🚀 @jakebrowatzke Im massively bullish on $LMND but doesnt the decision yesterday shake your confidence in $HIMS https://t.co/gJdEikdqBf @jakebrowatzke Im massively bullish on $LMND but doesnt the decision yesterday shake your confidence in $HIMS https://t.co/gJdEikdqBf"
X Link 2026-02-07T19:20Z 42.7K followers, [----] engagements
"If you offer me the world's best business at a price that is unattractive I won't buy it. The price you pay MATTERS so much to [--] and [--] year returns. This is why you must understand inherent value. Inherent value is an anchor that allows you to take advantage of rough seas knowing price will always return to value over the long term. Without an inherent value anchor crashing prices and rough seas will leave you stranded on shipwreck island. https://twitter.com/i/web/status/2020226699095429498 https://twitter.com/i/web/status/2020226699095429498"
X Link 2026-02-07T20:02Z 42.7K followers, [----] engagements
"BREAKING: $HIMS to stop selling new WEGOVY active ingredient drug [--] hours after launch Pushing boundaries makes some people feel uncomfortable but if you're unconfutable limit testing you shouldn't be investing in a company attempting to transform healthcare. In the end all we got was a 20% discount on an undervalued company with solid growth ahead that's constantly limit testing and launching new products. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering"
X Link 2026-02-07T20:42Z 42.7K followers, 11.5K engagements
"@AuditTheHerd @mvcinvesting Is it your opinion that $HIMS isn't worth doubling down on here Would love your thoughts on why or a link if you've previously shared. Thanks"
X Link 2026-02-07T21:35Z 42.7K followers, [---] engagements
"⚠ Microsoft OpenAI Anthropic ServiceNow xAI - they are all launching forms of AI agents and orchestration systems ⚠ AI agents and orchestration is becoming a huge theme for [----]. For this reason I have an EXTREMELY important message to all $PATH shareholders: The amount of apparent $PATH "competition" is going to be on the rise this year but almost NONE of this "competition" is real. Here's why. UiPath Maestro is the only AI orchestration platform that is TRULY software and AI agnostic. This is extremely important. ServiceNow is trying to better orchestrate AI on ServiceNow Salesforce within"
X Link 2026-02-07T23:31Z 42.7K followers, 40K engagements
"Sad you're showing your true colors like this - friends - without doing fundamental research or deep analysis to back up your school yard bullying. $PATH could be one of the best performing stocks of the entire century and instead of taking advantage of the dip opportunity you are trying to make yourself feel better by kicking someone while their portfolio is down. Nice high class investors here 👍 https://twitter.com/i/web/status/2020280696481173972 https://twitter.com/i/web/status/2020280696481173972"
X Link 2026-02-07T23:37Z 42.6K followers, [---] engagements
"This may be one of the most important things I have written about my $PATH thesis however it will underperform most of my posts because it has real density. Then my next "PATH is a 100x stock" post will get hundreds of likes and people will say I am a superficial pumper 🤷♂👇 ⚠ Microsoft OpenAI Anthropic ServiceNow xAI - they are all launching forms of AI agents and orchestration systems ⚠ AI agents and orchestration is becoming a huge theme for [----]. For this reason I have an EXTREMELY important message to all $PATH shareholders: The amount https://t.co/AUldqEKqZ1 ⚠ Microsoft OpenAI"
X Link 2026-02-07T23:39Z 42.7K followers, [----] engagements
"After a lot of deep thought I've decided that unless $DUOL drops substantially further to under $100 a share The only stock I will be buying from now until their Q4 earnings is UiPath - Ticker: $PATH I will be buying the stock with every available dollar until it's over $28 a share (a 20x look through earnings multiple a look through yield above my margin interest rate) as I had planned before the recent pullback. (However for full disclosure as the stock rises I will ALSO be refilling my dry powder outside my account). My goal is not to have a "nest egg" and live a comfortable life. My goal"
X Link 2026-02-08T00:07Z 42.6K followers, [---] engagements
"Honestly if I told you guys how many hours I spend researching stocks every day no one would believe me"
X Link 2026-02-08T00:28Z 42.6K followers, [----] engagements
"No. I'm just saying I'll be exclusively adding $path from here as the market recovers assuming another stock I like doesn't crash a lot more. To be completely honest this post assumes people realize the $DUOL or $PATH sell off is oversold and I am buying in a continued recovery next week or next month https://twitter.com/i/web/status/2020315983143931904 https://twitter.com/i/web/status/2020315983143931904"
X Link 2026-02-08T01:57Z 42.6K followers, [---] engagements
"@i_am_pickleball No. Don't overestimate Wall Street or your fellow man in their desire to run fundamental value analysis on businesses. Herd following is far more common"
X Link 2026-02-08T02:11Z 42.6K followers, [--] engagements
"@lngtermcapital I don't have year end price targets only five and ten year targets. And then present value calculations based off of discounting from those five and ten year targets. $PATH is currently worth $72 from a 15% discount rate on my [--] year expected price"
X Link 2026-02-08T18:36Z 42.6K followers, [---] engagements
"@coinviction Sorry I realized my post didn't have the clearest wording. $PATH stock is down 81% not my personal UiPath position"
X Link 2026-02-08T18:37Z 42.6K followers, [---] engagements
""Buy the right stocks at the wrong price at the wrong time and you will suffer great losses." Peter Lynch explained in One Up on Wallstreet. "Stocks are most likely to be accepted as prudent the moment they are not." The good news is Peter Lynch my personal investing mentor taught how to determine when you're buying the right stocks at the right price 👇 https://twitter.com/i/web/status/2020625913608917341 https://twitter.com/i/web/status/2020625913608917341"
X Link 2026-02-08T22:28Z 42.6K followers, [----] engagements
"Yes that is exactly correct. And because I pull it out of my portfolio it causes the margin calls to start much higher in a drawback. I don't start adding the cash back to my portfolio until the pain gets very high. This is what allows me to buy back shares near the button and on the recovery at cheaper prices than I was margin called out of them. https://twitter.com/i/web/status/2020719952878075993 https://twitter.com/i/web/status/2020719952878075993"
X Link 2026-02-09T04:42Z 42.6K followers, [--] engagements
"$HIMS is now trading 6.6x look through earnings if they can hit a mature net profit margin of 25%"
X Link 2026-02-09T17:29Z 42.7K followers, [----] engagements
"BREAKING: $PATH gets ranked #1 in "Best Business Orchestration and Automation Technologies Solutions" by PeerSpot This ranking is put together by PeerSpot based on genuine customer feedback 🔥🚀 Were proud to be ranked #1 in Best Business Orchestration and #Automation Technologies Solutions on @PeerSpot. 🥇 Huge thanks to our customers Were proud to be ranked #1 in Best Business Orchestration and #Automation Technologies Solutions on @PeerSpot. 🥇 Huge thanks to our customers"
X Link 2026-02-09T17:47Z 42.7K followers, 11.9K engagements
"BREAKING: Bad Bunny's Spanish Superbowl Halftime Show boosts Duolingo Spanish learners by 35% $DUOL 😂🚀 Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"
X Link 2026-02-09T17:54Z 42.6K followers, [----] engagements
"Similar but not exactly. Look through earnings applies to trailing [--] month revenue - so it is not calculating in any revenue growth. In this sense it is backwards looking. However i'm applying a net profit margin on that revenue that a slow growing mature version of themselves would have based largely on mature competitor's margins. Essentially i'm asking the question. If this business was mature today instead of a fast growth company that's reinvesting everything what would be the price I was paying for it https://twitter.com/i/web/status/2020921059784999130"
X Link 2026-02-09T18:01Z 42.6K followers, [---] engagements
"I am so greatful to exist. I love being 🙏❤"
X Link 2026-02-09T19:20Z 42.6K followers, [----] engagements
"@ASchulz888 I'm not sure a stickier business model exists but thanks for the well wishes"
X Link 2026-02-10T01:36Z 42.6K followers, [---] engagements
"$DUOL just keeps going viral. They CAN'T stop. The idea that user growth is going to be bad going forward is silly. duolingo 😭 https://t.co/TTHBzBXHDM duolingo 😭 https://t.co/TTHBzBXHDM"
X Link 2026-02-10T01:45Z 42.7K followers, [----] engagements
"BREAKING: $LMND Co-Founder @shai_wininger spills the beans on @Lemonade_Inc's secret AI sauce in his first English interview in years 🚀 I'll be grabbing my popcorn now 🍿 Watch 👇 New English interview with @shai_wininger is live Lemonade CEO Shai Wininger on How Lemonade Rebuilt Its Product Org and. https://t.co/7ETemKAcPO New English interview with @shai_wininger is live Lemonade CEO Shai Wininger on How Lemonade Rebuilt Its Product Org and. https://t.co/7ETemKAcPO"
X Link 2026-02-10T19:44Z 42.7K followers, [----] engagements
"@CO21AS It's in a pool of very negative sentiment that could last for a while to be honest. If it hits $15 before earnings I will likely buy a bit more"
X Link 2026-02-10T20:22Z 42.7K followers, [--] engagements
"@bullenario Love $ODD could outperform Lemonade for sure i just personally know so much more about the Lemonade's advantages Think $ZETA is solid as well 👍"
X Link 2026-02-10T21:02Z 42.7K followers, [---] engagements
"$DUOL is trading 12.84x EV/FCF - half as much as a no growth cigarette company like $PM while growing daily users 35%+ and revenue 41%+ 😂 This SaaS sell off is going to be known as one of the greatest generational buying opportunities in history for some of these companies. Adobe trading at just 14x EV/FCF. what is this a retailer 🤣 $ADBE https://t.co/gZBseX31Hu Adobe trading at just 14x EV/FCF. what is this a retailer 🤣 $ADBE https://t.co/gZBseX31Hu"
X Link 2026-02-10T21:12Z 42.7K followers, [----] engagements
"This is the cheapest anyone has ever been able to buy duolingo ever In both the private and public market. $DUOL $DUOL is trading 12.84x EV/FCF - half as much as a no growth cigarette company like $PM while growing daily users 35%+ and revenue 41%+ 😂 This SaaS sell off is going to be known as one of the greatest generational buying opportunities in history for some of these companies. https://t.co/fjKFiFOPs3 $DUOL is trading 12.84x EV/FCF - half as much as a no growth cigarette company like $PM while growing daily users 35%+ and revenue 41%+ 😂 This SaaS sell off is going to be known as one"
X Link 2026-02-10T21:15Z 42.7K followers, [----] engagements
"@mortoom DLO would be in my portfolio if I knew what they're long term margins looked like. Solod company 👍"
X Link 2026-02-10T21:18Z 42.7K followers, [---] engagements
"One thing I like about $DUOL is they have no competition within 12x their size and Duolingo's user lead is expanding. $PATH on the other hand is in the center of the AI agent startup swarm and I believe can become the swarm host. Their current revenue is sticky but growth requires being perfectly positioned as the agnostic AI orchestration layer that actually works. I believe they have the perfect product at the perfect time with Maestro but the thesis will be proven or disproven over the next 12-16 months. https://twitter.com/i/web/status/2021344740067647799"
X Link 2026-02-10T22:05Z 42.7K followers, [----] engagements
"@johnnysack95 If I'm wrong there's no downside as current revenue is extremely sticky and customer feedback has already made it clear that Maestro is good enough to keep current revenue. If i'm right that UiPath can become a dominant AI OS the upside is immense. Almost unbelievable"
X Link 2026-02-10T22:44Z 42.7K followers, [---] engagements
"@AuditTheHerd $ODD looks very attractive here. VERY"
X Link 2026-02-10T23:18Z 42.7K followers, [---] engagements
"Hot Take: Owning the distribution of AI will be far more valuable than owning the commodity Owning distribution Owning content $SPOT https://t.co/sMLOrwxAKN Owning distribution Owning content $SPOT https://t.co/sMLOrwxAKN"
X Link 2026-02-10T23:47Z 42.7K followers, [----] engagements
"@riskoff This is $PATH's very thesis good sir"
X Link 2026-02-10T23:59Z 42.7K followers, [---] engagements
"You think they will outgrow $DUOL Similar present valuations - both #1 online distributor of their respective products. $ODD launches new brands to attack new verticals and expand TAM $DUOL launches new subjects to interest more people and expand TAM Both have shown proven success in their ability to continually expand TAM with the success of Spoiled Child for $ODD and and Chess passing "millions" of DAUs for $DUOL - which if you apply their subscription rate of 9% and average monthly income per sub of $15 - will hit a $100M annual run rate once chess passes 6M DAUs."
X Link 2026-02-11T00:05Z 42.7K followers, [---] engagements
"Have been spending way more time per day on @duolingo since they launched Chess PvP It makes learning in the lessons so rewarding as I get to put new skills to the test 💪 PvP pushes me to do more lessons as well to clear my head and improve after a bad loss. Expect 1k ELO soon As an investor if the chess learning vertical which recently passed "millions" of DAUs has a higher average daily user engagement time than language that's going to make it far more valuable for advertising which is currently only 10% of Duolingo's revenue $DUOL https://twitter.com/i/web/status/2021377109902369146"
X Link 2026-02-11T00:13Z 42.7K followers, [----] engagements
"@CaesarCapitalz Looking at it I think your list is 🔥 Though I'd run with $LMND or $ODD over $OSCR. Not because $OSCR isn't a great company $HIMS is simply enough Healthcare exposure for me. Entire industry is far too reliant on government policy. I really dislike it in general"
X Link 2026-02-11T01:33Z 42.7K followers, [---] engagements
"At the moment @alc2022 is the most hated his picks actually offer the most value. $DUOL and $HIMS have fallen enough that they are now ALSO my picks. They have top tier fundamental growth as well as positive market rerating's ahead. Perhaps unfairly I would call Antonio a growth at almost any cost investor he buys companies he really believes in long term - as do I - but with far less care regarding the P/FCF he is paying as he believes it doesn't matter over 20+ years which is largely true. I am a growth at value ONLY investor because I want to compound at 150%+ per year and NEED market"
X Link 2026-02-11T01:53Z 42.7K followers, 14K engagements
"It COULD greatly effect 30% of their revenue. The rest of their business is unrelated to GLP-1s. $HIMS is a healthcare platform not a GLP-1 company. I believe $HIMS can still grow at 20% per year without GLP-1s entirely and they will still be able to sell branded to those who can afford. The stock is already priced like the compounding business will disappear guaranteed AND big fees will need to be paid both of which are far from a sure thing. https://twitter.com/i/web/status/2021403800511136019 https://twitter.com/i/web/status/2021403800511136019"
X Link 2026-02-11T01:59Z 42.7K followers, [---] engagements
"@nikoliasgoninus Training to free humanity from factory system education:"
X Link 2026-02-11T02:11Z 42.6K followers, [---] engagements
"@TheStockerMan I doubt this stock will stay this cheap for long"
X Link 2026-02-11T03:40Z 42.7K followers, [----] engagements
"NEWS: Bank of America CEO Brian Moynihan says consumer spending in January is up 5% y/y 👀🚀"
X Link 2026-02-11T04:15Z 42.7K followers, [----] engagements
"In the short term reaching any valuation is possible. At this rate we can soon buy $1000 for $1 ❤🙏 Down -$800k today 🍿 Down -$800k today 🍿"
X Link 2026-02-11T16:49Z 42.7K followers, [----] engagements
"I will no longer by talking publicly about my margin positions. Too many people out to take advantage. Unfortunately some of my $PATH to billionaire will need to be a little bit more private going forward. Don't worry - after I am running a public holding company everyone will get delayed information on my positioning. In my career I will blow up more shorts than anyone has previously done in history. 🚨 BREAKING HEAVY SHORTS IN UIPATH ( $PATH ) maintains short interest at 18% of free float and 75.8M shares sold short. https://t.co/oJXFHYgZM8 UiPath short interest rose from 13.5% to 18.14% in"
X Link 2026-02-11T20:02Z 42.6K followers, [----] engagements
"@alc2022 Based on the sentiment within the comments I believe it is time to buy"
X Link 2026-02-11T22:02Z 42.7K followers, [----] engagements
"$FVRR now trades 0.69x EV/FCF Market cap is $533M yet they have $751M of cash and equivalents While they have some debt it's $340M less than their cash position $FVRR may surviver for longer than 0.69th of [--] year since revenue is growing but what do i know 🤷♂"
X Link 2026-02-11T23:13Z 42.6K followers, [--] engagements
"I believe $DUOL and perhaps even $HIMS have similar [--] year expected returns to $PATH after crashing 80% and 60% respectively. (All are over a 10x in my model in [--] years now unless $HIMS lowers [----] guide but that would suprise me.) No reason to only own one stock anymore when buying multiple isn't diworsesifying https://twitter.com/i/web/status/2021767071332553098 https://twitter.com/i/web/status/2021767071332553098"
X Link 2026-02-12T02:03Z 42.7K followers, [---] engagements
"@devonwhite_spir Yes and way more in the [--] year"
X Link 2026-02-12T02:30Z 42.7K followers, [---] engagements
"@SixSigmaCapital @SamJack167274 This is a generational buying opportunity for $DUOL I have learned chess on the app and my mom learns Spanish every day and she is pretty good but who cares about that 50M+ DAUs and growing 36% Y/Y Stock trading less than 13x EV/FCF"
X Link 2026-02-12T04:35Z 42.7K followers, [---] engagements
"My money is on random Asian kid in his bedroom Hollywood directors in the AI age The golden age of movies is about to begin My brain cant process this🤯 https://t.co/OepbW7J4UE My brain cant process this🤯 https://t.co/OepbW7J4UE"
X Link 2026-02-14T22:40Z 42.7K followers, [---] engagements
"Throwback to when $PATH was with $73.39 a share and ARR (annual recurring revenue) was only $653M Today ARR is $1.8B+ (3x higher) and $PATH trades for $14.32 (5x lower). $1.5B in cash. No debt. They just became GAAP profitable. #1 AI orchestration layer w/ accelerating growth"
X Link 2026-01-17T18:47Z 42.7K followers, 14.2K engagements
"I'm not sure if i've ever seen more attractive buy opportunities in small and mid cap stocks than I see today"
X Link 2026-01-20T20:41Z 42.7K followers, 26.8K engagements
"7 Cheapest Stocks in our spreadsheet over a $100M market cap 💪🚀 [--]. $HNST EV/LTE - 2.0x (assuming a 12% mature net margin) [--]. $FVRR EV/LTE - 2.6x (assuming a 30% mature net margin) [--]. $FOUR EV/LTE - 7.8x (assuming an 18% mature net margin) [--]. $PATH EV/LTE - 8.3x (assuming a 38% mature net margin) [--]. $ODD EV/LTE - 8.8x (assuming a 23% mature net margin) [--]. $HIMS EV/LTE - 10.3x (assuming a 25% mature net margin) [--]. $DUOL EV/LTE - 15.7x (assuming a 35% mature net margin) Enterprise Value (EV) to "look-through" earnings (LTE) is my preferred valuation method as it measures a company's total"
X Link 2026-02-03T09:58Z 42.7K followers, [----] engagements
"Just went from a 10x last year to dropping 70% in [--] month. AMA @jakebrowatzke Pretty sure you cant buy because of margin. Has a reason you are not showing position size anymore. It would be cool if you share these kind of things not only on the run up but also in the drop down. Makes anyone see how much leverage can cost you. You are mostly down @jakebrowatzke Pretty sure you cant buy because of margin. Has a reason you are not showing position size anymore. It would be cool if you share these kind of things not only on the run up but also in the drop down. Makes anyone see how much leverage"
X Link 2026-02-03T18:37Z 42.7K followers, 244.2K engagements
"PS: the reason I did not buy $path today is because it is already 200% of my net liquidity and it reports last after all of these other companies. I always have a good feeling about the potential for upside surprises during earning season when a stock has been selling off heavily"
X Link 2026-02-05T20:44Z 42.7K followers, [----] engagements
"PEOPLE VIEW $PATH AS A WEAK COMPANY BECAUSE ITS STOCK IS DOWN THIS IS A BIG MISTAKE"
X Link 2026-02-08T02:14Z 42.7K followers, [----] engagements
"EV (enterprise value) to LTE (look through earnings of my favorite undervalued growth stocks #1 Fav - $PATH EV/LTE 8.8x #2 - $DUOL EV/LTE 11.8x #3 - $HIMS EV/LTE 6.8x #4 - $ODD EV/LTE 7.7x #5 - $FOUR EV/LTE 7.9x #6 - $LMND EV/LTE 21.5x The look through earnings multiple is arrived at by applying my expected long term terminal net margin on present trailing twelve month revenue. https://twitter.com/i/web/status/2020916158837424307 https://twitter.com/i/web/status/2020916158837424307"
X Link 2026-02-09T17:42Z 42.7K followers, [----] engagements
"After [---] hours of research I'm now as bullish on $PATH as I was about $TSLA and $LMND before I went all in"
X Link 2025-11-16T07:42Z 42.7K followers, 309.8K engagements
"My mentor Peter Lynch once told me about a [--] bagger Wall Street didn't take seriously simply because their name was Pep boys: Manny Mo and Jack Reminds me of a gamified bird app called Duolingo investors aren't taking seriously today - trading 13x Ev/FCF while growing 35%+"
X Link 2026-02-10T21:34Z 42.7K followers, [----] engagements
"$FVRR is trading 0.6x EV/Sales . for a stable 82% gross margin business 😂"
X Link 2026-02-11T17:52Z 42.7K followers, [----] engagements
"$FVRR now trades 0.69x EV/FCF Market cap is $533M yet they have $751M of cash and equivalents While they have some debt it's $340M less than their cash position leaving substantial shareholder equity. $FVRR may surviver for longer than 0.69th of [--] year since revenue is growing but what do i know 🤷♂ https://twitter.com/i/web/status/2021726266286641278 https://twitter.com/i/web/status/2021726266286641278"
X Link 2026-02-11T23:21Z 42.7K followers, [----] engagements
"@markgadala Question: Is it illegal for ad agencies to use AI Why can they not just create 100x the amount of content per client and support 10x more clients"
X Link 2026-02-14T22:51Z 42.7K followers, [---] engagements
"Theoretical are fun but here's my actual $15M* portfolio: - $7.5M $LMND - $4.1M $PATH - $1.4M $FOUR - $706k $HIMS - $516K $ROOT *includes some margin If I had to invest $10M today here's what I'd do: - $5M $LMND - $3M $PATH - $1M $FOUR - $500k $HIMS - $500k $ROOT (And I'd be perfectly happy using $HIMS and $ROOT funds to buy $LMND dips) If I had to invest $10M today here's what I'd do: - $5M $LMND - $3M $PATH - $1M $FOUR - $500k $HIMS - $500k $ROOT (And I'd be perfectly happy using $HIMS and $ROOT funds to buy $LMND dips)"
X Link 2025-11-06T13:40Z 42.7K followers, 156.4K engagements
"Despite the volatility this is a year I can 10x my portfolio. However in order to achieve this goal I had to make many psychologically difficult decisions yesterday which is why I didn't post much. I have one key performance indicator for my portfolio: average time-weighted annualized returns. Over the past six years since I started investing in [----] I have averaged over 200% returns per year. Yes I've had down years (the COVID crash and the 2021-22 sell off) but then I've had other years like this one to create this averageall without any use of options only the purchase of common stocks."
X Link 2025-11-07T18:06Z 42.7K followers, 287.5K engagements
"I now own 0.1% of Oddity $ODD Israeli entrepreneurs are some of the best in the world 🙏🚀 (Hopefully this will make anyone who is antisemitic unfollow me so that you will not benefit in my stock picks) 😉"
X Link 2025-11-10T15:27Z 42.7K followers, [----] engagements
"Rarely do I find a stock like $PATH where almost all of the news and customer sentiment is positive and growth is accelerating yet the stock trading near rock bottom"
X Link 2026-02-09T19:11Z 42.7K followers, [----] engagements
"Top [--] performing stocks in my five year model are now $PATH $DUOL and $HIMS 🚀 All are currently down 70%-80% from their highs. All show OVER a 10x within [--] years"
X Link 2026-02-10T19:32Z 42.7K followers, 20.1K engagements
"My portfolio will be back at ATHs when $PATH runs back to $20+ Makes everything seem a lot less "scary" A tale of two screenshots https://t.co/TPNVFJBqto A tale of two screenshots https://t.co/TPNVFJBqto"
X Link 2026-02-10T20:53Z 42.7K followers, [----] engagements
"$LMND will become a $1T tech giant. Management's execution thus far has been second to none. [--]. They hit [--] million paying customers faster than Netflix $NFLX Spotify $SPOT and Amazon $AMZN. [--]. They have grown [--] times faster than the most formidable insurers in the U.S.Allstate Geico State Farm USAA [--]. They achieved a 150% compound annual growth rate (CAGR) in their topline accelerating faster in their first five years than $META Amazon and Apple $AAPL [--]. Growth has been ACCELERATING for [--] straight quarters and mangament is guiding that the growth rate acceleration will continue. [--]. They have"
X Link 2025-06-22T07:24Z 42.7K followers, 120.3K engagements
"Both $DUOL and $PATH now have present free cash flow per share yields HIGHER than my margin interest rate WITHOUT any revenue or margin growth from here. $DUOL put up 41% revenue growth in Q3"
X Link 2026-02-06T01:22Z 42.7K followers, [----] engagements
"Biggest $PATH thesis confirming news of the week: [--]. A Large UIPath customer ADT was able to reactivate 100+ automations that UIPath RPA studio has failed to automate. This thanks to Maestro's new AI agent orchestrations. This confirms my thesis after watching many Maestro demos that AI essentially gives their automations a brain thus improving the automation value of their offering by an order of magnitude. [--]. Elon Musk says XAI is on the PATH (yes he literally used the word "PATH" multiple times) to training an AI to replicate human clicks making it clear he believes automation over top of"
X Link 2026-02-08T18:34Z 42.7K followers, [----] engagements
"For the glory of the creator of the universe who entered the game he created as a player to live a perfect life die for our mistakes and raise himself from the dead as an example of what he will do for all who follow him. Amen. Jesus gave me the grace to all in on Tesla (by understanding how battery cost reductions were going to flip the company to profitability) prior to the stock going up 20x. Using leverage this brought me from having $20k I had saved over [--] years of work to becoming a millionaire. More recently he gave me the grace to understand how a company called Lemonade would"
X Link 2025-11-16T20:04Z 42.7K followers, 265.5K engagements
"Current portfolio weighting update: $PATH ALL-IN - 202% of my public portfolio's net liquidity $DUOL ALL-IN - 107.50% of my net liquidity (These are the two top performing stocks in my [--] and [--] year base case modeling.) $HIMS - 15.49% $FOUR - 15.27% $ODD - 15.16% (These are my three dark horses that have a shot at outperforming my favorite stocks if my margin of error is wide enough. Every stock above this point has over a 7x expected [--] year return.) $ROOT - 7.60% $FVRR - 4.65% $HNST - 2% $LMND and $ZETA - 2% Hope everyone appreciates the transparency. ❤ Fearful people can all breathe a big"
X Link 2026-02-05T21:09Z 42.7K followers, 25.9K engagements
"🚨 Midcap crash of 26' $DUOL trading 11.75x EV/FCF (enterprise value to free cash flow) while growing DAUs 35%+ y/y and revenue 41% in Q3. $PATH trading 16.47x EV/FCF and only 7.7x EV/LTE (enterprise value to look thru earnings - which applies likely net margins at maturity to trailing 12-month revenue) despite strong fundamental momentum. $HIMS trading 6.6x EV/LTE $FVRR trading 2.2x EV/LTE Just run valuation calculations on this list. It's crazy. You'd think there wasn't a % of revenue growth between them all 🤯 https://twitter.com/i/web/status/2021622713291280594"
X Link 2026-02-11T16:29Z 42.7K followers, 11.4K engagements
"Down -$800k today 🍿"
X Link 2026-02-11T16:44Z 42.7K followers, 20.7K engagements
"Probably worth buying $FVRR stock just to get AutoDS now which they acquired for $92M in 2024"
X Link 2026-02-11T23:28Z 42.7K followers, [----] engagements
"@AndyC65237293 Hold and watch $PATH automate the world. 💪"
X Link 2026-02-12T19:18Z 42.7K followers, [---] engagements
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