# ![@jarad1821 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1859343077703294976.png) @jarad1821 Jarad Capital

Jarad Capital posts on X about $iren, iren, $zeta, $hims the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1859343077703294976/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1859343077703294976/c:line/m:interactions.svg)

- [--] Week [------] +62%
- [--] Month [------] +240%
- [--] Months [---------] +246%
- [--] Year [---------] +24,759%

### Mentions: [--] [#](/creator/twitter::1859343077703294976/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1859343077703294976/c:line/m:posts_active.svg)

- [--] Week [--] +31%
- [--] Month [---] +116%
- [--] Months [---] +43%
- [--] Year [---] +2,755%

### Followers: [---] [#](/creator/twitter::1859343077703294976/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1859343077703294976/c:line/m:followers.svg)

- [--] Week [---] +1.10%
- [--] Month [---] +4.50%
- [--] Months [---] +207%
- [--] Year [---] +2,845%

### CreatorRank: [---------] [#](/creator/twitter::1859343077703294976/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1859343077703294976/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  62.3% [cryptocurrencies](/list/cryptocurrencies)  25.41% [finance](/list/finance)  15.57% [technology brands](/list/technology-brands)  6.56% [countries](/list/countries)  3.28% [financial services](/list/financial-services)  1.64% [agencies](/list/agencies)  0.82%

**Social topic influence**
[$iren](/topic/$iren) #353, [iren](/topic/iren) #169, [$zeta](/topic/$zeta) #68, [$hims](/topic/$hims) #512, [ai](/topic/ai) 12.3%, [$elf](/topic/$elf) 8.2%, [$nvo](/topic/$nvo) 8.2%, [$lly](/topic/$lly) 7.38%, [in the](/topic/in-the) 7.38%, [the next](/topic/the-next) 5.74%

**Top accounts mentioned or mentioned by**
[@alc2022](/creator/undefined) [@agrippainv](/creator/undefined) [@hypertechinvest](/creator/undefined) [@hatedmoats](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@jrouldz](/creator/undefined) [@himshouse](/creator/undefined) [@fransbakker9812](/creator/undefined) [@moninvestor](/creator/undefined) [@apotecarii](/creator/undefined) [@investseekers](/creator/undefined) [@trevhesinvests](/creator/undefined) [@theronnievshow](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@thelonginvest](/creator/undefined) [@thetechinvest](/creator/undefined) [@longinvest32](/creator/undefined) [@genzinvest0r](/creator/undefined) [@endicottinvests](/creator/undefined) [@jakebrowatzke](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [ZetaChain (ZETA)](/topic/$zeta) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [aelf (ELF)](/topic/$elf) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [UiPath, Inc. (PATH)](/topic/$path) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Trade Desk, Inc. (TTD)](/topic/$ttd) [SPX6900 (SPX)](/topic/$spx) [Arista Networks Inc (ANET)](/topic/$anet) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [Goldman Sachs (GS)](/topic/goldman-sachs) [Gigachad (GIGA)](/topic/gigachad) [Bitdeer Technologies Group (BTDR)](/topic/bitdeer) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@alc2022 even analysts are bullish on $IREN expecting revenue to almost double in 2026"  
[X Link](https://x.com/jarad1821/status/1937085417725239596)  2025-06-23T09:48Z [---] followers, [----] engagements


"$ZETA crushed Q2 raised guidance across the board expanded buybacks and is clearly gaining AI-driven marketing momentum. Solid execution and visibility into long-term growth. lets go"  
[X Link](https://x.com/jarad1821/status/1952824134007669232)  2025-08-05T20:08Z [---] followers, [----] engagements


"$IREN --- $META said in an EC As we have begun to plan for next year it's become clear that our compute needs have continued to expand meaningfully We expect to invest aggressively to meet these needs both by building our own infrastructure and contracting with third-party cloud providers. We anticipate this will provide further upward pressure on our CapEx and expense plans next year. As a result our current expectation is that CapEx dollar growth will be notably larger in [----] than 2025" Sounds good for $IREN"  
[X Link](https://x.com/jarad1821/status/1983931747847766165)  2025-10-30T16:19Z [---] followers, [---] engagements


"$ZETA advantage isnt just AI but rather its its massive proprietary first-party data asset. with 240m+ deterministic U.S. consumer profiles and trillions of permissioned behavioral signals accumulated over decades this company has built one of the largest independent identity graphs outside the walled gardens like $Meta and $GOOG. You can vibe-code an AI layer in a weekend. But you cant code your way into [--] years of opt-in relationships identity resolution and compliant data at scale. $ZETA trading at 2.9x sales growing 30%+ btw https://t.co/Js8NjWydKG $ZETA trading at 2.9x sales growing"  
[X Link](https://x.com/jarad1821/status/2022261487612375043)  2026-02-13T10:48Z [---] followers, [---] engagements


"$ELF beauty is still a growth play disregarding [--] quarter of consecutive growth averaging 20%+++ and market share gains due to one quarter is nuts 😂"  
[X Link](https://x.com/jarad1821/status/1891551707542282567)  2025-02-17T18:14Z [---] followers, [---] engagements


"now its even cheaper $PGY"  
[X Link](https://x.com/jarad1821/status/2020954337019822419)  2026-02-09T20:13Z [---] followers, [----] engagements


"just ran a quick model and it looks like $ZETA could move from bottom-line losses to GAAP profitability in [----]. If that happens I think the stock could re-rate meaningfully. thoughts"  
[X Link](https://x.com/jarad1821/status/2022290242649067992)  2026-02-13T12:42Z [---] followers, [----] engagements


"why wouldnt $TTD work from here"  
[X Link](https://x.com/jarad1821/status/2018347969880236058)  2026-02-02T15:37Z [---] followers, [----] engagements


"$ZETA is reclaiming the trendline"  
[X Link](https://x.com/jarad1821/status/2018790444570992949)  2026-02-03T20:55Z [---] followers, [---] engagements


"Its desperate how $NVO is attacking $hims and blaming compounders meanwhile $LLY operating in the same framework comes up and beat expectation across all targets and even issue an [----] guidance with 25%+ growth. What did $NVO report again -9% at mid point"  
[X Link](https://x.com/jarad1821/status/2019472015363596481)  2026-02-05T18:03Z [---] followers, [---] engagements


"@HatedMoats Focus on $nvo $hims is not ur real problem lmao $LLY is laughing their ass off"  
[X Link](https://x.com/jarad1821/status/2019479441101947315)  2026-02-05T18:33Z [---] followers, [---] engagements


"Shitty management of $nvo always has to blame external factors as why they underperform. They are attacking $hims for what Currently like 30% of hims revenue is glp1 and weight loss so 750m max (much less) $nvo should focus on their real problems . weirdos"  
[X Link](https://x.com/jarad1821/status/2019480077893857642)  2026-02-05T18:35Z [---] followers, [---] engagements


"@moninvestor one point. $NVO guidance is minus [--] to mins 13% . that is minus 9% at midpoint. meanwhile $LLY expects 25% growth for 2026"  
[X Link](https://x.com/jarad1821/status/2019486013899333720)  2026-02-05T18:59Z [---] followers, [----] engagements


"@genZinvest0r Comparing revenues to market cap is stupid af"  
[X Link](https://x.com/jarad1821/status/2019649557219398130)  2026-02-06T05:49Z [---] followers, [---] engagements


"@EndicottInvests Price dictate sentiment"  
[X Link](https://x.com/jarad1821/status/2019656153089864139)  2026-02-06T06:15Z [---] followers, [--] engagements


"@jakebrowatzke It says u lost 33% which is 1m"  
[X Link](https://x.com/jarad1821/status/2019660321259167871)  2026-02-06T06:31Z [---] followers, 12.2K engagements


"@aleabitoreddit pE is even higher if you take out interest income which was 25% of pre tax income this year"  
[X Link](https://x.com/jarad1821/status/2019668862988611908)  2026-02-06T07:05Z [---] followers, [---] engagements


"@alc2022 R u talking about $nvo Well they have to explain their underperformce somehow and they choose $hims. Theyre focusing on less than 500m of potential revenue 🤣 they ignore their shitty execution the real big trouble $lly"  
[X Link](https://x.com/jarad1821/status/2020132302475391315)  2026-02-07T13:47Z [---] followers, [---] engagements


"@bdinvestingg $Nvo real problem is not $hims my friend focus on internal execution and $LLY 😂😂😂"  
[X Link](https://x.com/jarad1821/status/2020426919670661520)  2026-02-08T09:18Z [---] followers, [---] engagements


"$NVO fans cant see the big picture because it would hurt their pockets. So let me make this clear once again: $NVOs real problem is not $HIMS but its $LLY and Novos own execution 😂 $NVO should focus on fixing itself and keeping an eye on the real heavyweights if it wants to move forward. Many people ignore the fact that $LLY operates under the same framework as $NVO yet the outcomes couldnt be more different. The contrast is black and white. $LLY expects 25% growth this year while $NVO is guiding for a 9% decline at the midpoint. To me its crystal clear that $HIMS is not the real issue. But"  
[X Link](https://x.com/jarad1821/status/2020429214579568744)  2026-02-08T09:27Z [---] followers, [---] engagements


"@zoomyzoomm $zeta"  
[X Link](https://x.com/jarad1821/status/2020535084403564807)  2026-02-08T16:27Z [---] followers, [---] engagements


"@WallStSultan @TacticzH because management would have to put the blame one someone rather than taking full responsibility for their underperformance esp when comapred to $LLY"  
[X Link](https://x.com/jarad1821/status/2020853587304165756)  2026-02-09T13:33Z [---] followers, [--] engagements


"$HIMS Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just"  
[X Link](https://x.com/jarad1821/status/2020855551639306387)  2026-02-09T13:41Z [---] followers, [---] engagements


"@TravisHoium are you buying $HIMS"  
[X Link](https://x.com/jarad1821/status/2020877468060561425)  2026-02-09T15:08Z [---] followers, [---] engagements


"@apotecarii @investseekers Shut up man he probably knew what I was talking about its out there for everyone who is following novo"  
[X Link](https://x.com/jarad1821/status/2020951198723940522)  2026-02-09T20:01Z [---] followers, [--] engagements


"if you had invested $10.000 in $NVO in July [----] you currently have $10.000. now if you invested in $HIMS during the same period your investment would have grown 1.7x turning into $17000. In fact if you invested in $LLY you would have quadrupled your money to $40000. To make things worse if you invested passively in the S&P [---] $SPX and spared all of the headache you would have turned the $10.000 into $16.000. If you invested $10000 in $HIMS [--] years ago you currently have $7745 (-22.25%). In May [----] you had $29043 (up 190.43%). Your unrealised gains went down by $21298 i.e. -73.33%. Rather"  
[X Link](https://x.com/jarad1821/status/2021560710979858879)  2026-02-11T12:23Z [---] followers, [---] engagements


"Roche could become a potential third major player in the obesity market putting further pressure on $NVO. Following acquisitions and mid-stage trial data showing competitive double-digit weight loss Roche is advancing next-generation GLP-1based and combination therapies that could challenge the duopoly by [----]. Pfizer with its Mastera acquistion is also rebuilding its obesity pipeline after earlier setbacks. https://twitter.com/i/web/status/2021582290409710002 https://twitter.com/i/web/status/2021582290409710002"  
[X Link](https://x.com/jarad1821/status/2021582290409710002)  2026-02-11T13:49Z [---] followers, [---] engagements


"$Nvo is chasing $hims instead of focusing on $LLY and Roche lmao Btw even if compounding glp1 was banned in the upcoming years that would put hims at 1.8bn in revenue for FY25 or 3.6bn market cap based on an aggressively depressed multiple of 2x P/S TTM - that would be roughly 15.8$ per share Market is overreacting https://twitter.com/i/web/status/2021634059974156462 https://twitter.com/i/web/status/2021634059974156462"  
[X Link](https://x.com/jarad1821/status/2021634059974156462)  2026-02-11T17:14Z [---] followers, [---] engagements


"@trevhesinvests U forgot to take into account growth"  
[X Link](https://x.com/jarad1821/status/2021704355083067416)  2026-02-11T21:54Z [---] followers, [---] engagements


"@SixSigmaCapital I am waiting for 100s"  
[X Link](https://x.com/jarad1821/status/2021996352067215682)  2026-02-12T17:14Z [---] followers, [---] engagements


"Nth can replicate $zeta large prosperity data (second largest behind $meta)"  
[X Link](https://x.com/jarad1821/status/2022000819403731262)  2026-02-12T17:32Z [---] followers, [---] engagements


"$anet is just a beautiful business - fairly priced tbh"  
[X Link](https://x.com/jarad1821/status/2022066800113127468)  2026-02-12T21:54Z [---] followers, [---] engagements


"@QualityInvest5 No but its replacing Adobe for sure tho 😂"  
[X Link](https://x.com/jarad1821/status/2022021073911558384)  2026-02-12T18:52Z [---] followers, [---] engagements


"@investseekers Finally tell this to @HatedMoats 😂"  
[X Link](https://x.com/jarad1821/status/2022194349426270623)  2026-02-13T06:21Z [---] followers, [--] engagements


"@jrouldz @GVDInvestor Most of people cant do this and let price action get into their emotions. If you strip glp1 revenues c 600m for [----] and give hims a shitty 2x price to sale TTM multipe u would get 3.6bn in market cap or 15.8$ per share and again these r crazy stupid assumptions"  
[X Link](https://x.com/jarad1821/status/2022357017541881923)  2026-02-13T17:07Z [---] followers, [--] engagements


"From loss into expected net gaap profitability in 2026E $ZETA challenge the assumptions if you can"  
[X Link](https://x.com/jarad1821/status/2022405544854921651)  2026-02-13T20:20Z [---] followers, [---] engagements


"Doomsday $HIMS What if compounded GLP1 get banned (low probability scenrio) Starting assumptions (FY25E): - Total revenue: $2.35bn - Weight loss: $750m (1/3 of total) - Compounded GLP-1: $500-$600m (80% of weight loss) Ban on compounded GLP1 take out 550m of revenue and put us at 18bn in sales for FY25. Assuming a very depressed price to sales multiple of 2x TTM would put us at 3.6bn market cap or 15.8$ per share. It looks like that downside is very limited here at these levels https://twitter.com/i/web/status/2021529575449067787 https://twitter.com/i/web/status/2021529575449067787"  
[X Link](https://x.com/jarad1821/status/2021529575449067787)  2026-02-11T10:19Z [---] followers, [---] engagements


"@dsteinberg10000 @ZetaGlobal Hi david the best that could happen to $ZETA is gaap net profitability. if you could just make it also a priority beside growth that would be really awesome"  
[X Link](https://x.com/jarad1821/status/2022263162981044409)  2026-02-13T10:54Z [---] followers, [---] engagements


"@DeepIceValue amit is just a popular kid who like to lick alex karp butt"  
[X Link](https://x.com/jarad1821/status/2022945952265597088)  2026-02-15T08:07Z [---] followers, [--] engagements


"@Agrippa_Inv @HyperTechInvest $IREN is easy money"  
[X Link](https://x.com/anyuser/status/1937149491443847235)  2025-06-23T14:03Z [---] followers, [---] engagements


"@alc2022 lesgooo $IREN"  
[X Link](https://x.com/jarad1821/status/1937522159171280995)  2025-06-24T14:44Z [---] followers, [----] engagements


"@Agrippa_Inv @IREN_Ltd we are just getting started on $IREN"  
[X Link](https://x.com/anyuser/status/1937612724592361755)  2025-06-24T20:44Z [---] followers, [---] engagements


"@alc2022 $IREN is really unique you will love it"  
[X Link](https://x.com/anyuser/status/1937846495207719325)  2025-06-25T12:13Z [---] followers, [---] engagements


"@himshouse LOL so in principal there is not really a huge legal risk and people just overreacted so much"  
[X Link](https://x.com/jarad1821/status/1937908970112323910)  2025-06-25T16:21Z [---] followers, [----] engagements


"@Agrippa_Inv Lets gooo bro $IREN very exciting"  
[X Link](https://x.com/anyuser/status/1938631178631725101)  2025-06-27T16:11Z [---] followers, [---] engagements


"@Agrippa_Inv @HyperTechInvest he took it personal. he also cant research properly i mean look the lawsuit has been dismissed lately because it was bullshit"  
[X Link](https://x.com/jarad1821/status/1939397626312491339)  2025-06-29T18:56Z [---] followers, [---] engagements


"@FransBakker9812 @HyperTechInvest go easy on him he might play the victim of ''i just wanted a healthy discussion''"  
[X Link](https://x.com/jarad1821/status/1939626067624390711)  2025-06-30T10:04Z [---] followers, [---] engagements


"@alc2022 $ZETA is a great candidate"  
[X Link](https://x.com/anyuser/status/1940753735501991976)  2025-07-03T12:45Z [---] followers, [---] engagements


"@alc2022 Management paying themselves first and too much check sbc"  
[X Link](https://x.com/jarad1821/status/1942538812363583810)  2025-07-08T10:58Z [---] followers, [---] engagements


"@alc2022 $ZETA"  
[X Link](https://x.com/anyuser/status/1943791906300809550)  2025-07-11T21:57Z [---] followers, [---] engagements


"@HolySmokas it will sell on news and be bought back tomorrow"  
[X Link](https://x.com/jarad1821/status/1945927919978565642)  2025-07-17T19:25Z [---] followers, [---] engagements


"$IREN we are going to IPO levels in the upcoming weeks"  
[X Link](https://x.com/anyuser/status/1945936614590501277)  2025-07-17T20:00Z [---] followers, [----] engagements


"@Gubloinvestor $ZETA is mostly down due to the short report from Culper Research not the SBC issue btw. Culper couldn't even name the auditor correctly. They thought it was EY but it was Deloitte. Lost credibility immediately"  
[X Link](https://x.com/jarad1821/status/1946531419997491369)  2025-07-19T11:23Z [---] followers, [---] engagements


"@DividendDude_X stop acting like a kid"  
[X Link](https://x.com/jarad1821/status/1948738350250135690)  2025-07-25T13:33Z [---] followers, [---] engagements


"whats your best play for the next [--] years it must be a high growth small-mid cap company mine is $IREN"  
[X Link](https://x.com/jarad1821/status/1949832624890957946)  2025-07-28T14:01Z [---] followers, [----] engagements


"@alc2022 Antonio what is your fair value for $HIMS 🤣"  
[X Link](https://x.com/jarad1821/status/1951232826088587368)  2025-08-01T10:45Z [---] followers, 53.3K engagements


"@alc2022 seriously that was EPIC come back from $HIMS. did they even read the report or just saw ''miss sale est.'' and then sold"  
[X Link](https://x.com/jarad1821/status/1952742212434841907)  2025-08-05T14:43Z [---] followers, [----] engagements


"@TheRonnieVShow $ZETA AI marketing engine $ELF the disruptive in mass cosmetics"  
[X Link](https://x.com/anyuser/status/1953850931591712922)  2025-08-08T16:08Z [---] followers, [----] engagements


"@EventuallyWLTHY i dont think it will go that low"  
[X Link](https://x.com/jarad1821/status/1955706268896604631)  2025-08-13T19:01Z [---] followers, [---] engagements


"@StockSavvyShay @prospero_ai Doesnt mean a shit"  
[X Link](https://x.com/jarad1821/status/1957481382470373887)  2025-08-18T16:35Z [---] followers, [---] engagements


"@neil_on_sea @GlobeEyeNews show this to @BillAckman the loser"  
[X Link](https://x.com/jarad1821/status/1961505336570823118)  2025-08-29T19:04Z [---] followers, [----] engagements


"60$ by Q1 [----] $IREN trading back above $28/sh in EU this morning https://t.co/jUcQg89aUo $IREN trading back above $28/sh in EU this morning https://t.co/jUcQg89aUo"  
[X Link](https://x.com/jarad1821/status/1962478772604526970)  2025-09-01T11:32Z [---] followers, [----] engagements


"$IREN stands to benefit enormously as Goldman Sachs forecasts 92GW data center demand by [----] driven by AIs soaring power needs. With supply tight $720B+ grid upgrades required and hyperscalers seeking renewable high-density builds. $IREN Goldman Sachs: Over the next five to six years we forecast substantial demand growth in the global data centre market says James Schneider Senior Equity Research Analyst at Goldman Sachs covering digital infrastructure. Current global consumption stands at around $IREN Goldman Sachs: Over the next five to six years we forecast substantial demand growth in"  
[X Link](https://x.com/jarad1821/status/1962851330994606117)  2025-09-02T12:13Z [---] followers, [----] engagements


"@FransBakker9812 @moninvestor @alc2022 @Agrippa_Inv @Agrippa_Inv sensei is on his yacht in Malta smoking cigars"  
[X Link](https://x.com/jarad1821/status/1966065641032409413)  2025-09-11T09:05Z [---] followers, [---] engagements


"@StockSavvyShay $IREN is very promising"  
[X Link](https://x.com/jarad1821/status/1969025767431368739)  2025-09-19T13:08Z [---] followers, [----] engagements


"The re-rating continues $IREN. Let the winners run guys dont sell to early $IREN Roth raises PT to $82 h/t @EnergyCredit1 https://t.co/t2WB5gUr7y $IREN Roth raises PT to $82 h/t @EnergyCredit1 https://t.co/t2WB5gUr7y"  
[X Link](https://x.com/jarad1821/status/1970448878597292355)  2025-09-23T11:23Z [---] followers, [----] engagements


"@HyperTechInvest $IREN entrance was not new they were already positioning themselves from 2018"  
[X Link](https://x.com/jarad1821/status/1970506591427301595)  2025-09-23T15:12Z [---] followers, [---] engagements


"@anissagardizy8 is $IREN cooking something"  
[X Link](https://x.com/jarad1821/status/1970564270988374169)  2025-09-23T19:01Z [---] followers, [----] engagements


"Dan has been cooking since [----] what a vision 🫡 $IREN 🚀 $IREN Dan on YahooFinance Dan was a Giga-Chad with Giga-Watts First part fell off most is in there. "We can't build fast enough" 😎 https://t.co/72U99NLyET $IREN Dan on YahooFinance Dan was a Giga-Chad with Giga-Watts First part fell off most is in there. "We can't build fast enough" 😎 https://t.co/72U99NLyET"  
[X Link](https://x.com/jarad1821/status/1970875147121733861)  2025-09-24T15:37Z [---] followers, [----] engagements


"@jrouldz @Mr_Derivatives So sell only one share and trick the market 🤓"  
[X Link](https://x.com/jarad1821/status/1973054474655588366)  2025-09-30T15:56Z [---] followers, [---] engagements


"@RHouseResearch What a rat house People like you will miss opportunities because of your narrow view. You are very persistent and shallow"  
[X Link](https://x.com/jarad1821/status/1975529519458230724)  2025-10-07T11:51Z [---] followers, [---] engagements


"😂😂😂😂 I swear this is how a hater sounds like he couldnt even open the press release probably . I guess living in a rat house 🐀 has some serious side effects on the brain $IREN $IREN decided not to release their September monthly results this morning right before filing for a $1B convert after market close. I wonder why they decided not to release their monthly financials right before tapping the capital markets. $IREN decided not to release their September monthly results this morning right before filing for a $1B convert after market close. I wonder why they decided not to release their"  
[X Link](https://x.com/jarad1821/status/1975864919883935955)  2025-10-08T10:04Z [---] followers, [----] engagements


"$ZETA is having its investor day today. imo is no longer just a marketing-cloud disruptor its evolving into a data-AI operating system for enterprise marketing. 📈Growth momentum - FY25E revenue $1.26bn (+28% CAGR since 21) - [--] straight beat & raise quarters - [---] scaled customers (+33% y/y) 850+ scaled brands (+45%) - ARPU +20% y/y; 4+ channel clients now 50% of rev. - HoldCos manage [-----] brands ZETA at 1% penetration = massive runway 🤖 AI-Powered - OneZeta driving multi-use case adoption; 2500+ AI agents live - Onboarding & cost of revenue each cut 50% - 10x ROI in roles using AI 50% of"  
[X Link](https://x.com/jarad1821/status/1975970480310915114)  2025-10-08T17:04Z [---] followers, 21.6K engagements


"$IREN price target just raised by 100%. Now imagine what will happen in [----] when catalysts will start to play. unstoppable Cantor Fitzgerald Raises $IREN PT to $100 from $49 - OW Analyst comments: "We are raising our price target to $100 as we adjust our AI Cloud Services revenue estimates for IREN. Over the past several months IREN has heavily leaned into its AI Cloud Services segment a business Cantor Fitzgerald Raises $IREN PT to $100 from $49 - OW Analyst comments: "We are raising our price target to $100 as we adjust our AI Cloud Services revenue estimates for IREN. Over the past"  
[X Link](https://x.com/jarad1821/status/1978057616975606209)  2025-10-14T11:17Z [---] followers, [----] engagements


"Asymmetric Upside: Heads 10x Tails minimal downside $PATH Everyones now talking agentic AI but few realize how early UiPath is in monetizing it. Maestro is pivoting into an operating system for enterprise AI. The real upside comes when governance and execution data feed back into model training giving $PATH a compounding moat. Thats the same playbook AWS used for cloud. Enterprise AI adoption wont scale without orchestration compliance and auditability. UiPath already owns that layer. As copilots and agents proliferate across companies like $MFST $SNOW and OpenAI ecosystems $PATH is the"  
[X Link](https://x.com/jarad1821/status/1978090798215282957)  2025-10-14T13:29Z [---] followers, 12.6K engagements


"$PATH latest customer win with Power Mind Inc. underscores how quickly its Agentic Automation platform is moving from concept to large-scale deployment. PowerMinds new NeuraBots ai solution built natively on $PATH is now automating over [---] processes across six subsidiaries and multiple business units inside Power International. The implementation connects software robots and AI agents into a single operating fabric improving accuracy in core functions such as bids payroll and invoicing while driving substantial cost savings. I view this as a tangible real-world validation of $PATH vision"  
[X Link](https://x.com/jarad1821/status/1978751384901050507)  2025-10-16T09:14Z [---] followers, 10.5K engagements


"Great read on $path My Ultimate Investment Thesis Guide For UiPath ($PATH) is now LIVE. Includes: 📕 Contents Page ✅ 1-Pager Summary 📖 Full Investment Thesis ➕ And More View and download it for FREE here: https://t.co/CHsLhalwpg https://t.co/fokcBtdh9v My Ultimate Investment Thesis Guide For UiPath ($PATH) is now LIVE. Includes: 📕 Contents Page ✅ 1-Pager Summary 📖 Full Investment Thesis ➕ And More View and download it for FREE here: https://t.co/CHsLhalwpg https://t.co/fokcBtdh9v"  
[X Link](https://x.com/jarad1821/status/1979479978430419133)  2025-10-18T09:29Z [---] followers, [----] engagements


"$ELF beauty is the only red stock on the market today man what a shitcoo 😂 i believe the re-rating will continune tho with the next quarters"  
[X Link](https://x.com/jarad1821/status/1980268946189103416)  2025-10-20T13:44Z [---] followers, [---] engagements


"@mvcinvesting short israel"  
[X Link](https://x.com/jarad1821/status/1980276155514040800)  2025-10-20T14:13Z [---] followers, [----] engagements


"Master of $IREN is back @pei_liu3 @Tsuff101 @midlevelcruiser @Wyatts_Torch @OakenshieldVGX @Tsuff101 has been bearish $IREN / bullish $BTDR since early [----] since then $IREN has outperformed Bitdeer by a factor of 6x this guy will never learn 😂 @pei_liu3 @Tsuff101 @midlevelcruiser @Wyatts_Torch @OakenshieldVGX @Tsuff101 has been bearish $IREN / bullish $BTDR since early [----] since then $IREN has outperformed Bitdeer by a factor of 6x this guy will never learn 😂"  
[X Link](https://x.com/anyuser/status/1982467460063232227)  2025-10-26T15:20Z [---] followers, [----] engagements


"$ELF beauty to the moon on china deal 🚀"  
[X Link](https://x.com/jarad1821/status/1982469323122679838)  2025-10-26T15:28Z [---] followers, [---] engagements


"@Agrippa_Inv @aleabitoreddit Who made sensei mad"  
[X Link](https://x.com/jarad1821/status/1982552548830859412)  2025-10-26T20:58Z [---] followers, [----] engagements


"@aleabitoreddit Desperately trying to justify your $NBIS pick by being very selective with the information and ignoring ongoing criticism of your thesis. I guess thats the result of some lucky picks amplifying your overconfidence self attribution and illusion of control bias"  
[X Link](https://x.com/jarad1821/status/1983122552445907067)  2025-10-28T10:43Z [---] followers, [----] engagements


"$IREN is printing $IREN SECURES $9.7 BILLION AI CLOUD CONTRACT WITH MICROSOFT https://t.co/1vVlGe9dwJ $IREN SECURES $9.7 BILLION AI CLOUD CONTRACT WITH MICROSOFT https://t.co/1vVlGe9dwJ"  
[X Link](https://x.com/jarad1821/status/1985303967144747169)  2025-11-03T11:12Z [---] followers, [----] engagements


"@Agrippa_Inv and a great moment for you as an early visionary investor props"  
[X Link](https://x.com/jarad1821/status/1985309408843424021)  2025-11-03T11:33Z [---] followers, [----] engagements


"@HyperTechInvest i mean revenues came in at record high anyway. so appearntly its not that great of an indicator"  
[X Link](https://x.com/jarad1821/status/1988144042493047213)  2025-11-11T07:17Z [---] followers, [----] engagements


"$ELF Beauty keeps going down makes me question everything I know the company has been growing over 20% in the last 22+ quarters yeah recent growth has slowed from 77% yoy to approximately 30% + this year .now put this into perspective with other beauty players smh 🤡🤡"  
[X Link](https://x.com/jarad1821/status/1883927067726864643)  2025-01-27T17:16Z [---] followers, [----] engagements


"$ELF I know that technical wise chart is not pretty but idc tbh at 23x forward earning this is a no brainer"  
[X Link](https://x.com/jarad1821/status/1886458133100327175)  2025-02-03T16:54Z [---] followers, [----] engagements


"$ELF is undervalued at forward PE of [--] (Yahoo Finance). Just need some patience until positive sentiment kicks in"  
[X Link](https://x.com/jarad1821/status/1888969332308238819)  2025-02-10T15:12Z [---] followers, [---] engagements


"$ELF beauty finally started to repurchase stocks They are planning to buy about 10% of the market cap back"  
[X Link](https://x.com/jarad1821/status/1896585957195080061)  2025-03-03T15:38Z [---] followers, [----] engagements


"Q4 of [----] is kind of anomaly implying flat growth yoy . its ok we had this scenario in [----] as well but if you zoom out $ELF is expected to growth sales about 27%++ despite category shrinking. Growth wont just disappear . The business model did not change"  
[X Link](https://x.com/jarad1821/status/1914554953823035445)  2025-04-22T05:40Z [---] followers, [---] engagements


"@himshouse Shorts now:"  
[X Link](https://x.com/jarad1821/status/1923037271915163730)  2025-05-15T15:26Z [---] followers, [----] engagements


"$ELF Beauty PT raised to $150 from $115 at Jefferies; citing acquistion of Rhodeas a key factor in the increased valuation noting several growth catalysts including Sephora distribution new product launches and improving web traffic"  
[X Link](https://x.com/jarad1821/status/1933154505001984354)  2025-06-12T13:28Z [---] followers, [---] engagements


"@TheLongInvest $IREN is the next 3-4x if not 10x by next year"  
[X Link](https://x.com/jarad1821/status/1937522062882484392)  2025-06-24T14:43Z [---] followers, [----] engagements


"@TheRonnieVShow $ZETA will pump after its earning"  
[X Link](https://x.com/jarad1821/status/1943718574939381932)  2025-07-11T17:06Z [---] followers, [---] engagements


"$ZETA is one of the only platforms that unifies: Customer acquisition Growth/retention Across owned and paid media With AI + identity-based targeting. This all-in-one stack replaces multiple tools giving customers better performance at lower cost a sticky value proposition"  
[X Link](https://x.com/jarad1821/status/1943749209431126026)  2025-07-11T19:08Z [---] followers, [---] engagements


"$ZETA moat visualized in one powerful graphic. By unifying data automation and engagement ZETA delivers unbeatable ROI and pricing for marketers. This is what next-gen marketing looks like"  
[X Link](https://x.com/jarad1821/status/1945431953315962932)  2025-07-16T10:34Z [---] followers, [----] engagements


"Its matter of time before Wall Street catch up on $ZETA . [--] things need to be cleared to a sentiment shift. 1: addressing SBC and assuring investors. 2: Pulling back the lawsuit from the shitty short report (which was really lame) Then zeta will run back to ATH"  
[X Link](https://x.com/jarad1821/status/1946601951803715976)  2025-07-19T16:04Z [---] followers, [---] engagements


"@himshouse $HIMS always overreact it should close at least above [--] IMO"  
[X Link](https://x.com/jarad1821/status/1952724388148650234)  2025-08-05T13:32Z [---] followers, [---] engagements


"@TheLongInvest Mentioning this ''Cash and Investments: $3.5 Billion Market Cap now at $3 Billion.'' without context is so bad man they have 46bn in current liabilities. So net they are minus cash"  
[X Link](https://x.com/jarad1821/status/1953048971158446086)  2025-08-06T11:02Z [---] followers, [----] engagements


"all of the investors who panicked sold and acted like this is the end for $HIMS 🤣🤡 🚨 $HIMS JUST RELEASED AN OFFICIAL STATEMENT FOLLOWING CEO ANDREW DUDUM'S 660K SHARE INSIDER SALE: "Andrew Dudum remains the company's largest shareholder and has not sold any of his personally held Hims & Hers shares. The referenced sales were indirectly associated with Mr. 🚨 $HIMS JUST RELEASED AN OFFICIAL STATEMENT FOLLOWING CEO ANDREW DUDUM'S 660K SHARE INSIDER SALE: "Andrew Dudum remains the company's largest shareholder and has not sold any of his personally held Hims & Hers shares. The referenced"  
[X Link](https://x.com/jarad1821/status/1955308843312861429)  2025-08-12T16:42Z [---] followers, 21.4K engagements


"@alc2022 in my honest opinion undoubltly $IREN in the long-term just because of vertical integration"  
[X Link](https://x.com/jarad1821/status/1971154063694889020)  2025-09-25T10:05Z [---] followers, [----] engagements


"Fashion retail isnt a favorite sector here on X but $ANF is different is an intersting one. just raised full-year guidance across the board despite $90M tariff headwinds. [--]. Valuation Trades at 8.5x FY25 EPS guide ($1010.50). Dirt cheap for a retailer growing sales +7% and expanding margins (net margins at the high end vs. peers). [--]. Growth Hollister is on fire with+19% yoy best Q2 ever and 8th straight quarter of comps growth proving real brand power with Gen Z. Abercrombies -5% is only against a monster +26% last year; on a 2-yr stack its still double-digit growth. Mgmt expects rebound in"  
[X Link](https://x.com/jarad1821/status/1971290278733459935)  2025-09-25T19:06Z [---] followers, [---] engagements


"strengthen your shaky hands. $IREN is offering you a dip and i am probably sure it will be bought if not today then next week. $IREN Reggie Smith Strikes Again https://t.co/GzV11EZXGC $IREN Reggie Smith Strikes Again https://t.co/GzV11EZXGC"  
[X Link](https://x.com/jarad1821/status/1971501359410430132)  2025-09-26T09:05Z [---] followers, [----] engagements


"This guy is really good $IREN Well well well. our friend Reginald Smith is a it again. 🤔 While the other recent analyst has gotten it right and have rerated $IREN's CSP business correctly the @jpmorgan analyst is not budging off his low ball price target and underweight stance on IREN. For the most part https://t.co/8uqLJ3KQLq Well well well. our friend Reginald Smith is a it again. 🤔 While the other recent analyst has gotten it right and have rerated $IREN's CSP business correctly the @jpmorgan analyst is not budging off his low ball price target and underweight stance on IREN. For the"  
[X Link](https://x.com/jarad1821/status/1971600564955095141)  2025-09-26T15:39Z [---] followers, [----] engagements


"@unusual_whales Yeah true busy looking for jobs 😂😂"  
[X Link](https://x.com/jarad1821/status/1972623067441741842)  2025-09-29T11:22Z [---] followers, [---] engagements


"i really hope $HIMS turns today green in the face of BoA 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $28 PRICE TARGET UNDERPERFORM RATING Early Q3 credit card data was solid but BOFa says September weakness points to potential miss 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $28 PRICE TARGET UNDERPERFORM RATING Early Q3 credit card data was solid but BOFa says September weakness points to potential miss"  
[X Link](https://x.com/jarad1821/status/1973350550688375057)  2025-10-01T11:33Z [---] followers, [---] engagements


"$ZETA acquistion of Marigolds Enterprise Software biz Price - $325m ($200m at close $125m later). so we are talking about a valuation of 2x revenue 10x EBITDA. Adds 100+ enterprise clients incl. [--] of top [---] advertisers & 40+ Fortune [---]. Assets include Cheetah Digital Selligent Sailthru Liveclicker Grow & Loyalty. 2026E revenue $190m 90%+ subscription 30% cost of revenue Raises Zeta recurring rev. mix from 50% 60%. Expected accretive to adj. EBITDA & FCF from Yr [--] mid/high-teens margin. Full integration targeted in [--] months synergy via cross-sell & loyalty + AI. i believe more catalysts to"  
[X Link](https://x.com/jarad1821/status/1974205494266089667)  2025-10-03T20:10Z [---] followers, 32.2K engagements


"In our hunt for the next multibagger let's break down $PATH [--]. The thesis UiPath is no longer just RPA. Its becoming the control layer for enterprise AI but the bridge that unites humans robots APIs and AI agents into governed workflows. Our goal is to be the system of record for automation and AI orchestration across the enterprise. Co-CEO Rob Enslin [--]. Why now tho Every enterprise is running multiple models copilots and agents but no orchestration. UiPaths Maestrofixes that. Were seeing customers quickly hit the ceiling of point-solutions. Maestro brings them under one governance framework"  
[X Link](https://x.com/jarad1821/status/1976341845937365486)  2025-10-09T17:39Z [---] followers, 34.8K engagements


"insane $ZETA $ZETA "For every dollar an enterprise spends using our AI and software we return $5 to $7 in revenue today." --David Steinberg on CNBC Steinberg explained that even though a $5 to $7 return per dollar spent is 100% higher than $ZETA's next closest competitor 😳 they have a https://t.co/NmnUYo0f3S $ZETA "For every dollar an enterprise spends using our AI and software we return $5 to $7 in revenue today." --David Steinberg on CNBC Steinberg explained that even though a $5 to $7 return per dollar spent is 100% higher than $ZETA's next closest competitor 😳 they have a"  
[X Link](https://x.com/jarad1821/status/1976595255614161386)  2025-10-10T10:26Z [---] followers, [---] engagements


"Another one . $IREN Price Target Raised to $75.00/Share From $32.00 by BTIG . 134% price increase $IREN price target just raised by 100%. Now imagine what will happen in [----] when catalysts will start to play. unstoppable $IREN price target just raised by 100%. Now imagine what will happen in [----] when catalysts will start to play. unstoppable"  
[X Link](https://x.com/jarad1821/status/1978082468143005917)  2025-10-14T12:56Z [---] followers, [----] engagements


"@TheTechInvest imo above 120$+ by [----] Q1"  
[X Link](https://x.com/jarad1821/status/1978415086667464906)  2025-10-15T10:58Z [---] followers, [----] engagements


"$HIMS expands into menopause care tapping into a massive and underserved market of 1.3m U.S. women entering menopause each year. With only 30% of OB/GYN programs offering formal menopause training the move positions the company as a first mover in digital hormone therapy. $HIMS expects this new vertical to help Hers surpass $1bn in annual revenue next year bullish"  
[X Link](https://x.com/jarad1821/status/1978448687584981010)  2025-10-15T13:11Z [---] followers, [---] engagements


"Just took an initial look at $BZAI pretty interesting. The play seems simple: $BZAI goal is to disrupt how AI runs outside the cloud. so instead of relying on large data centers and power hungry GPUs they have chips and software that let AI models run directly on smaller devices such as cameras vehicles and industrial systems etc. Appearntly it makes AI faster cheaper and more secure because data is processed locally"  
[X Link](https://x.com/jarad1821/status/1978784132306993566)  2025-10-16T11:24Z [---] followers, 11K engagements


"@pjsriman @TheTechInvest They are the only vertical integrated data Center which give them the best unit economics potential. Once they scale their margin will expand disproportionately"  
[X Link](https://x.com/jarad1821/status/1979509138230219115)  2025-10-18T11:25Z [---] followers, [---] engagements


"$ZETA sentiment will eventually change as long as the fundamentals keep improving. You either buy it at 18$ or chase it at 50s $ZETA is the AI stock investors are sleeping on It could realistically 5x An AI innovator demand is accelerating and FCF is exploding Here is my Investment Thesis:🧵 https://t.co/1yL7gsAhFx $ZETA is the AI stock investors are sleeping on It could realistically 5x An AI innovator demand is accelerating and FCF is exploding Here is my Investment Thesis:🧵 https://t.co/1yL7gsAhFx"  
[X Link](https://x.com/jarad1821/status/1979644769719759122)  2025-10-18T20:24Z [---] followers, [----] engagements


"$PATH is finally on the right path In our hunt for the next multibagger let's break down $PATH [--]. The thesis UiPath is no longer just RPA. Its becoming the control layer for enterprise AI but the bridge that unites humans robots APIs and AI agents into governed workflows. Our goal is to be the system of In our hunt for the next multibagger let's break down $PATH [--]. The thesis UiPath is no longer just RPA. Its becoming the control layer for enterprise AI but the bridge that unites humans robots APIs and AI agents into governed workflows. Our goal is to be the system of"  
[X Link](https://x.com/jarad1821/status/1981741996847800320)  2025-10-24T15:18Z [---] followers, [---] engagements


"@FransBakker9812 he did not slash price target but increased it from [--] to [--] lmao. so he was off anyway"  
[X Link](https://x.com/jarad1821/status/1983487479492878706)  2025-10-29T10:54Z [---] followers, [----] engagements


"$ZETA partners with $AMZN yet the stock does not even move 😂 what a frustrating one. $ZETA and AWS partnership The plan is to drive further AI marketing solutions across industry. I dont think people are ready for whats next $ZETA $AMZN https://t.co/9S0jOCLsoW $ZETA and AWS partnership The plan is to drive further AI marketing solutions across industry. I dont think people are ready for whats next $ZETA $AMZN https://t.co/9S0jOCLsoW"  
[X Link](https://x.com/jarad1821/status/1984200241781047754)  2025-10-31T10:06Z [---] followers, [----] engagements


"$IREN CTO of Nbis is just frustrated. Do you know where anger comes from Insecurity. We have seen this before with $CRWV This is a case of sour grapes. Neoclouds like NBIS and Nscale have contracted out 100k and 200k GB300s respectively to MSFT. Neoclouds do not need to be the one stop shop that NBIS CTO is alluding to here. All these Neoclouds helping MSFT expand Azure is a direct threat to This is a case of sour grapes. Neoclouds like NBIS and Nscale have contracted out 100k and 200k GB300s respectively to MSFT. Neoclouds do not need to be the one stop shop that NBIS CTO is alluding to"  
[X Link](https://x.com/jarad1821/status/1984264996608774573)  2025-10-31T14:23Z [---] followers, 21.9K engagements


"$IREN press release: Highlights Targeting $3.4bn in AI Cloud annualized run-rate revenue (ARR) by the end of [----] (expansion to 140k GPUs)1 Secured $9.7bn contract with Microsoft:Phased deployments at Childress through [----] 5-year average term 20% customer prepayment $1.9bn expected ARR contribution2 New multi-year contracts including Together AI Fluidstack and Fireworks AI supporting growth to target AI Cloud ARR of $500m by end of Q1 [-----] Q1 FY26 Financial Results Total revenue increased to record $240.3m (+355% vs. Q1 FY25 $52.8m) Net income increased to record $384.6m* (vs. Q1 FY25 net"  
[X Link](https://x.com/jarad1821/status/1986540667523490223)  2025-11-06T21:06Z [---] followers, [----] engagements


"solidifies $IREN position as a leading AI Cloud Service Provider and expands our reach into new hyperscale customer segments hmm this might suggest ongoing engagement or discussions with other large-scale cloud customers beyond $MFST $IREN press release: Highlights Targeting $3.4bn in AI Cloud annualized run-rate revenue (ARR) by the end of [----] (expansion to 140k GPUs)1 Secured $9.7bn contract with Microsoft:Phased deployments at Childress through [----] 5-year average term 20% customer prepayment $1.9bn $IREN press release: Highlights Targeting $3.4bn in AI Cloud annualized run-rate revenue"  
[X Link](https://x.com/jarad1821/status/1986541889001009173)  2025-11-06T21:11Z [---] followers, [----] engagements

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