[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @longoption Contrarian Capital Contrarian Capital posts on X about $amd, $unh, asml, $asml the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1577787296408928257/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +42% - X Months XXXXXXXXX +523,928% ### Mentions: XX [#](/creator/twitter::1577787296408928257/posts_active)  - X Week XXX -XX% - X Month XXX +71% - X Months XXXXX +29,920% ### Followers: XXXXX [#](/creator/twitter::1577787296408928257/followers)  - X Week XXXXX +5.90% - X Month XXXXX +55% - X Months XXXXX +40,573% ### CreatorRank: XXXXXXX [#](/creator/twitter::1577787296408928257/influencer_rank)  ### Social Influence [#](/creator/twitter::1577787296408928257/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$amd](/topic/$amd) #94, [$unh](/topic/$unh) #19, [asml](/topic/asml) #24, [$asml](/topic/$asml) #19, [insurance](/topic/insurance) 4.96%, [hims](/topic/hims) #58, [$hims](/topic/$hims) #59, [$oscr](/topic/$oscr) #73, [nvda](/topic/nvda) 4.2%, [$nvda](/topic/$nvda) XXX% **Top accounts mentioned or mentioned by** [@yodastockinvest](/creator/undefined) [@elneneloco813](/creator/undefined) [@kabraxfx](/creator/undefined) [@sojustfollowme](/creator/undefined) [@baronsbuys](/creator/undefined) [@m23nyc](/creator/undefined) [@gandersontrades](/creator/undefined) [@mmoney642](/creator/undefined) [@tacticzh](/creator/undefined) [@theeuinvestor](/creator/undefined) [@futurelaab](/creator/undefined) [@ashton1nvests](/creator/undefined) [@meeijer](/creator/undefined) [@brandonlbonomo](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@0xtechquity](/creator/undefined) [@riyadosofian](/creator/undefined) [@networthnotes](/creator/undefined) [@richard_x_roe](/creator/undefined) [@alc2022](/creator/undefined) **Top assets mentioned** [Advanced Micro Devices (AMD)](/topic/$amd) [UnitedHealth Group (UNH)](/topic/$unh) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [RAI Finance (SOFI)](/topic/$sofi) [Lemonade, Inc. (LMND)](/topic/$lmnd) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Snowflake, Inc. (SNOW)](/topic/$snow) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [The Root Network (ROOT)](/topic/$root) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Palantir (PLTR)](/topic/$pltr) [ZetaChain (ZETA)](/topic/$zeta) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [NuCypher (NU)](/topic/$nu) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Micron Technology, Inc. (MU)](/topic/$mu) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Sweetgreen, Inc. (SG)](/topic/$sg) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Limitus (LMT)](/topic/$lmt) [Boeing Co (BA)](/topic/$ba) [OpenServ (SERV)](/topic/$serv) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Alibaba Group (BABA)](/topic/$baba) [Intel Corporation (INTC)](/topic/$intc) [IBM (IBM)](/topic/$ibm) [JPMorgan Chase (JPM)](/topic/$jpm) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [PancakeSwap (CAKE)](/topic/$cake) [Novo-Nordisk (NVO)](/topic/$nvo) [Mario Coin (COIN)](/topic/$coin) [Carvana Co. (CVNA)](/topic/$cvna) [Open Custody Protocol (OPEN)](/topic/$open) ### Top Social Posts [#](/creator/twitter::1577787296408928257/posts) --- Top posts by engagements in the last XX hours "@MMoney642 Yeah I think $SNOW is the poster child for this Profitability SBC FCF etc matter. Its folly to pretend they dont"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946182051780329872) 2025-07-18 12:15:34 UTC 4471 followers, XXX engagements "$UNH serving as a flight to safety Moving off of $OSCR pre-releasing earnings Or just market noise"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947666704949035232) 2025-07-22 14:35:03 UTC 4488 followers, 2169 engagements "@TradingThomas3 This would be fantastic to get the majority of the uncertainty out of the way Could the fed cut rates if tariff uncertainty fades"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948052650097868831) 2025-07-23 16:08:39 UTC 4488 followers, XXX engagements "3- $SOFI Yes they're a bank so they provide saving/checkings accounts credit/debit cards and a brokerage. But did you know they also offer: - Insurance via "SoFi Protect" (through partners like $LMND) - stablecoin remittances - software for other banks (Galileo)"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1942742804700283342) 2025-07-09 00:29:13 UTC 4475 followers, XXX engagements "@elneneloco813 @FinThink3rs @YodaStockInvest Sure but its the same analysis with different percentages and timescales If I buy $10K worth of $AMD and it goes up XXX% over X years Or If I buy $10K worth of $ASML and it goes up XXX% over X years My gains were the same"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948086831129456668) 2025-07-23 18:24:28 UTC 4488 followers, XX engagements "@RihardJarc If $GOOG is able to monetize AI search at similar rates The stock would blow past my bull case"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947667605193454024) 2025-07-22 14:38:37 UTC 4480 followers, XXX engagements "Its a HIGHLY risky strategy that I dont think is appropriate for XXXXXXX% of investors. I dont do it I dont recommend it. But a sophisticated investor wouldve milked way more than X% from this trade"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947108083806687359) 2025-07-21 01:35:17 UTC 4487 followers, XXX engagements "@TheBrilliantBu1 $UBER has run much more than $LYFT - thats the main logic"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947065175867035780) 2025-07-20 22:44:47 UTC 4467 followers, XXX engagements "Re: X I think that should be the default but not a requirement. I think looking at $AMDs release schedule theyre set to pull ahead in terms of product. Re:2 I think ROCm will catch up faster than people think. In particular new AI tools like cursor etc make it much easier to create great software and a soft SWE labor market means that it is easier than ever to get talent to work on the problem. Companies also definitely prefer open source solutions"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946948816336515433) 2025-07-20 15:02:25 UTC 4469 followers, XXX engagements "What is the market getting wrong right now that will look obvious in 3-6 months"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1944431675238232156) 2025-07-13 16:20:11 UTC 4479 followers, 1215 engagements "@StockSavvyShay One or two of these names might deliver insane returns But the overwhelming majority of the contracts will go $RTX $LMT $BA and other military mega-contractors Important to pick according to your risk tolerance"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945742859849834818) 2025-07-17 07:10:22 UTC 4488 followers, XXX engagements "Since X is now catching up to $OSCR and $AMD What is the next play to have on your watch list"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1935309464824881582) 2025-06-18 12:11:47 UTC 4484 followers, 173.5K engagements "@mvcinvesting @FrameworkWisely Love it Clickhouse is a monster"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946100748082651280) 2025-07-18 06:52:29 UTC 4468 followers, XXX engagements "Levels where I'd buy certain stocks without thinking twice: $TSLA - $XXX $AMD- $XXX $AMZN- $215* $GOOG- $XXX $NVDA- $XXX $SOFI- $XX $HIMS- $XX $PLTR- $XX $ASTS $XX $SERV- $X $OSCR $XX $UNH $XXX $NBIS $XX Some are close to a buy and some are really really far away"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1942956450868777261) 2025-07-09 14:38:10 UTC 4468 followers, 21.8K engagements "@TheValueTrade Personally I would look at selling out of: $ABCL $ASTS $IREN $NIO"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947827955603759361) 2025-07-23 01:15:48 UTC 4488 followers, XXX engagements "Have you ever wondered why names like $BABA $PDD or $JD are so damn cheap The answer lies in what youre actually buying. 🧵👇"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1943703574178890196) 2025-07-11 16:06:59 UTC 4473 followers, 5533 engagements "@DividendRob Would not call tariffs a crash personally"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947139017344262239) 2025-07-21 03:38:12 UTC 4473 followers, XX engagements "@DeepIceValue It is expected that $UNH is deploying about 1.5B PER MONTH in share buybacks. That's about a X% buyback yield over the course of the year (could accelerate further) PLUS a X% dividend yield. Even if this stock doesn't re-rate the bear case is XX% growth"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947945628937417012) 2025-07-23 09:03:23 UTC 4488 followers, XXX engagements "@YodaStockInvest I know 😭 I still love the company but this is more about protection against a market downturn than it is about losing faith I still think $AMD does incredibly well from here and would rotate back into $AMD if the market pulled back"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948055820320575988) 2025-07-23 16:21:15 UTC 4488 followers, XXX engagements "@Speculator_io The exception to this rule: when youre dealing with a leadership team that knows how to beat the leader When Lisa Su took over it was $INTC $AMD itll soon be $AMD $NVDA too and everyone will be chasing them"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947133648320528516) 2025-07-21 03:16:52 UTC 4488 followers, 1592 engagements "@Total6Package Honestly my favorite quantum plays are $IBM and $GOOG But I dont know enough about the space"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946940248388444185) 2025-07-20 14:28:22 UTC 4469 followers, XX engagements "@iguess9999990 $UNH isnt a pharmaceutical company. Theyre health insurance"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947080958043443694) 2025-07-20 23:47:30 UTC 4468 followers, XXX engagements "Remember when an entirely different bank caused a drop in $JPM Today were seeing an entirely different insurance company cause a drop in $UNH"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945850699570397573) 2025-07-17 14:18:53 UTC 4475 followers, 1434 engagements "FinX still loves $ZETA My initial concerns with this name (namely a lawsuit filed against them alleging round tripping revenue to put up inflated numbers) mightve been too harsh. I need to look at this name with fresh eyes"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946112236281610717) 2025-07-18 07:38:08 UTC 4473 followers, 3559 engagements "Just buy the best. If you want to invest in space buy $RKLB and $ASTS if you want to invest in fintech buy $HOOD and $SOFI if you want to invest in data centers buy $CRWV and $NBIS if you want to invest in restaurants buy $CAVA and $CAKE If you want to invest in health insurance buy $UNH and $OSCR Keep it simple"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1940765565867454897) 2025-07-03 13:32:23 UTC 4487 followers, 136.1K engagements "You dont allocate to positions by buying a certain number of shares. You allocate to positions by allocating a certain amount of money. If I have 10K in ANY stock and it moves up XX% thats 10%. I dont care how many shares that is. What youre saying is if you invest more money the same percent move upwards will make you more money. The investor whos going to buy XXX shares of $ASML at $XXX a share wouldnt buy XXX shares of $AMD at $XXX a share theyd buy about XXX shares to come out to the same cost as the $ASML shares"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948067066184953866) 2025-07-23 17:05:56 UTC 4488 followers, XX engagements "@elneneloco813 @YodaStockInvest The number of shares you own doesnt matter. Percentage gain is what matters"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948065732723376586) 2025-07-23 17:00:38 UTC 4488 followers, XX engagements "Current stocks Id be buying if you held a gun to my head and forced me to buy something: Low risk: $AMZN $UNH Medium risk: $AMD $CAVA High risk: $HIMS $OSCR"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947664596250333559) 2025-07-22 14:26:40 UTC 4488 followers, 4779 engagements "Respectfully- I dont think your math is right here. If you invest any amount of money into any name then the number of shares you own doesnt matter. The percentage move is all that matters. Whether you own 10K shares at $X each or X share at $10K each your investment will move with the PERCENTAGE move of the stock. Share counts are irrelevant"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948068720636559644) 2025-07-23 17:12:31 UTC 4487 followers, XX engagements "@alc2022 My guess is $LMND This fits the Antonio schema: - no real competitors - scalable as all hell - network effects - uses technology - excellent leadership"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946920719117701446) 2025-07-20 13:10:46 UTC 4473 followers, 3042 engagements "@m23nyc Yep $NVDA will at some point be limited by the size of the world economy. Upside is capped. However if $AMD puts out a superior product they could take XX% or more of the market (and generate huge returns). Upside is huge"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946926007585329302) 2025-07-20 13:31:47 UTC 4468 followers, XXX engagements "@j_3093 I like $HIMS as a long term hold and dont anticipate selling out. In particular I dont see another way to benefit from $HIMS. Meanwhile the same tailwind that made me bullish on $AMD (AI) also applies to $NVDA $TSM $ASML $GOOG and many others"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948077453903114367) 2025-07-23 17:47:13 UTC 4488 followers, XXX engagements "I guess what Im confused about is this: What is the difference between you versus someone with excellent insurance in the US $HIMS has shown explosive growth amongst the segment of the population that has access to the same prescription medications they serve for cheaper prices through their insurance and local pharmacies. I dont see that changing in Europe"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948098276860805130) 2025-07-23 19:09:57 UTC 4488 followers, XX engagements "@TheLongInvest $UNH dip buyers when we hit $XXX again"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948033339841261610) 2025-07-23 14:51:55 UTC 4488 followers, 4776 engagements "@AutismCapital This is my main issue with ChatGPT that I hope gets fixed as they continue to tweak the model- it is too eager to agree with the user. I like "Monday" for this"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946804194423267804) 2025-07-20 05:27:44 UTC 4488 followers, 3819 engagements "@TacticzH Ive come around on $NVO I think- Im much less bearish than I used to be With that said Ill always disagree politely but strongly with $NVO over $HIMS"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946922362269745487) 2025-07-20 13:17:17 UTC 4468 followers, XXX engagements "@StockMarketNerd IMO having a license isnt enough to broadly recommend a stock/investment. If you dont know someones risk tolerance and goals you cant say if something is a good choice for them"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946322696532615262) 2025-07-18 21:34:26 UTC 4478 followers, XXX engagements "We likely will never see a drawdown like the GFC. This isnt going to be a popular message especially amongst the doomer crowd. But it is true. The Great Depression taught us that government intervention can help soften economic collapse. The GFC and then Covid took this even further demonstrating that more intervention is even better. Notably both parties during Covid threw the kitchen sink at spending to save the economy. If some massive systemic risk was to happen today we would continue along the path of increased spending. There would be massive massive stimulus to prevent hell from"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946937430902223208) 2025-07-20 14:17:10 UTC 4468 followers, XXX engagements "Heres the core trade for retail over the next XXX years: Wall Street doesnt understand Trump. They take everything as a literal worst case scenario. We saw it first with tariffs where institutions sold off like CRAZY over fears that were obviously silly at the time. We are seeing it now with insurance companies- a move to cut Medicaid has slashed prices by massive amounts totally out of line with the material impact. There will be more"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946014433815466117) 2025-07-18 01:09:30 UTC 4475 followers, XXX engagements "@YodaStockInvest @BolmanRicky $ASML looked just way too juicy after that drop"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948062717895688250) 2025-07-23 16:48:39 UTC 4488 followers, XX engagements "If youre worried about regulatory concerns with $UNH remember: Congress bought this dip HEAVILY. If youre worried about concerns with fraud or the core business remember: insiders bought this dip HEAVILY. the signals are clear"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945915996440871016) 2025-07-17 18:38:21 UTC 4488 followers, 31.7K engagements "11 Rules of investing in stocks: X. Analysts are not to be trusted. X. All else equal US equities are better than international ones. X. The best companies are never cheap. X. P/E isnt the right metric for growth companies. X. You can never be more than XX% sure about any company/thesis. If you are youre missing something. X. Just because a company has a lot of coverage that doesnt mean it cant be mispriced. X. There is *almost* never manipulation. The price is just what people are willing to pay. X. Social media hyping a name means nothing. Not good not bad- its just the algorithm at work."  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946562479502328314) 2025-07-19 13:27:15 UTC 4469 followers, 4232 engagements "Stocks that are poised to disrupt: Healthcare: $HIMS $OSCR $TEM Banking/finance: $SOFI $HOOD $COIN Insurance: $LMND $ROOT $OSCR marketplaces: $CVNA $OPEN Self driving: $GOOG $TSLA $NBIS"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946195859080634666) 2025-07-18 13:10:26 UTC 4472 followers, 3799 engagements "@elneneloco813 @YodaStockInvest Why would share price matter here $ASML is better protected in a downturn because theyre less of a growth business- their bull case is that theyre essentially a monopoly that can charge whatever it wants to allow fabs like $TSM $MU and others to make next gen chips"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948064733308879353) 2025-07-23 16:56:40 UTC 4488 followers, XXX engagements "@KabraxFX I like $CAVA the most as an investment But the growth of these chains is a clear trend away from the old guards of fast food. IMO the competition isnt shake shack and sweetgreen- its a culture of eating garbage"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945844622493646857) 2025-07-17 13:54:44 UTC 4471 followers, XXX engagements "Im saying industry wide Weve made $NVDA the most valuable enterprise to ever exist. We have remarkably little to show for it with regards to actual total revenue growth. $PLTR is a success story as are some other companies (like $TEM also mentioned in this thread) but its not enough to justify the hundreds of billions being thrown at Capex by big tech and others"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945916586176684379) 2025-07-17 18:40:42 UTC 4472 followers, XXX engagements "@weary_centurion What was the stock I got burned badly with SBC with $SNOW a few years ago too"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946119546970034293) 2025-07-18 08:07:11 UTC 4468 followers, XXX engagements "4- $AMD Most people know that AMD makes CPUs GPUs and has a gaming business. But did you know that they are also one of the biggest manufacturers of: -FPGAs via their Xilinx acquisition -DPUs via their pensando acquisition FPGAs are chips that can be reprogrammed to do special tasks very fast (as opposed to CPUs which have a fixed logic and cannot be reprogrammed) while DPUs are chips that enable fast networking and security"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1942742807199858780) 2025-07-09 00:29:14 UTC 4474 followers, XXX engagements "Had you just bought something with the $X youd need XXX% returns to end up with $X With a 10x levered long/short trade you only need a XX% return"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947106937235280100) 2025-07-21 01:30:43 UTC 4473 followers, XXX engagements "@RobertMSterling I think its just a big rule change The WNBA audience is used to the current style of play 🤷♂"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947135835985326263) 2025-07-21 03:25:33 UTC 4469 followers, XXX engagements "@m23nyc $CNC looks good $OSCR looks good $HUM looks good For me I like $UNH and $OSCR the most. I like to bet on the best companies and UNH is the largest while $OSCR is the fastest grower"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946015004148343038) 2025-07-18 01:11:46 UTC 4469 followers, XXX engagements "@ynv757 @DividendDude_X Ill buy things that offer better total return instead as I have a high risk tolerance $GOOG is a great pick for those who have a lower risk tolerance"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946905565952979217) 2025-07-20 12:10:33 UTC 4474 followers, XX engagements "Theres two pieces to these $OSCR earnings. 1- increased revenue from roughly 12-13 B. This to me shows that the business is growing even faster than projected. I wouldnt be surprised if they beat 26/27 guidance. 2- increased MLR to the high 80s. This is in my opinion a blip thats affecting the entire industry right now. $OSCR has a platform that has demonstrated itself capable of generating a very low MLR and I expect them to get back to that. Its Im not personally that concerned about a 100M loss- really small in the grand scheme of things. Worth emphasizing that this is my opinion. I like"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947833649816076461) 2025-07-23 01:38:25 UTC 4488 followers, 1514 engagements "The more I learn about $LMND The more it feels almost mandatory to buy a piece of this company"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946241610674495792) 2025-07-18 16:12:14 UTC 4467 followers, 8262 engagements "@GAndersonTrades Just in the sense that the underlying percent move was small For context- imagine if youd said I think health insurance is going to face headwinds and that healthcare outside of insurance will do well and gone long $HIMS and short $UNH in April"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947114448730431609) 2025-07-21 02:00:34 UTC 4470 followers, XXX engagements "@elneneloco813 @YodaStockInvest Stock price doesnt matter. Only percentage move does. I believe that in a downturn $AMD would fall more than $ASML"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948065522140008672) 2025-07-23 16:59:48 UTC 4488 followers, XX engagements "@TheEUInvestor They're buying back shares at an insane clip. If i were looking to buy anything right now $ASML would be at the top of the list"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947957011510854011) 2025-07-23 09:48:37 UTC 4489 followers, XXX engagements "I dont think this is a market conducive to middling market share. Either your product is better or its not. Its not like say the auto industry where individual consumers may have brand loyalty or prefer the design of one product over another. Tokens per dollar or watt is known and fixed and everyones using these for the same purposes. Theres no aesthetic or other consideration. IMO- to believe that $AMD will put out a superior product is to believe that theyll capture huge market share not just 5-10%"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946905089870066175) 2025-07-20 12:08:39 UTC 4467 followers, XXX engagements "@jzrdan @vulturetrades IMO it should be reserved for names that run like $MNST $NVDA $AAPL $GOOG $AMZN $TSLA and the like A truly generational thesis takes XX years to play out"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946082494027071816) 2025-07-18 05:39:57 UTC 4474 followers, XXX engagements "@Mr_Derivatives Feels pretty obvious what happens next"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948053818454773798) 2025-07-23 16:13:18 UTC 4488 followers, 1078 engagements "@YodaStockInvest @am__haines @therealzarie @TacticzH @Ashton_1nvests @mind1nvestor @TheEUInvestor @meeijer @FrameworkWisely @weary_centurion @TheValueTrade @DeepIceValue @TheBrilliantBu1 @TheRonnieVShow @HyperTechInvest @MMoney642 @GabGrowth @SoJustFollowMe @KabraxFX @hollertotide @TheDrugMoney My $AMD king 👑"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947067155071291684) 2025-07-20 22:52:39 UTC 4474 followers, XXX engagements "Two very fair ways to look at complex companies getting hyped on X 1- I dont understand the company so I wont invest 2- I saw enough DD on here and learned enough that I was able to do my own DD as well. Im ready to buy. Both are valid"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1944134990243012679) 2025-07-12 20:41:16 UTC 4470 followers, XXX engagements "@therealzarie I think $HIMS is in the middle of its fair value range Meanwhile $OSCR is at the bottom of its fair value range"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946953088830718421) 2025-07-20 15:19:23 UTC 4468 followers, XXX engagements "@NetWorthNotes Market has already priced in the worst case but is forgetting that things will turn around within X months at the latest"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947864184781476208) 2025-07-23 03:39:45 UTC 4487 followers, XX engagements "@MMoney642 If you had to pick Which X are the safest bets And which X are the most likely to go to zero"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945931698933280794) 2025-07-17 19:40:45 UTC 4475 followers, 8676 engagements "Mike Pomeo's weight loss is incredible. This is literally a different human. We're going to see way more cases like this in the coming years thanks to Ozempic and other GLP-1s"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946826882089144830) 2025-07-20 06:57:53 UTC 4488 followers, 1613 engagements "@DeepIceValue Accumulating under $XXX is going to make a lot of folks a lot of money"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947827108140499027) 2025-07-23 01:12:26 UTC 4488 followers, XXX engagements "@NighthawkTradez @SofiaVergara Cant be posting photos like this You might. uh interfere with one of the verticals"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948064976138322204) 2025-07-23 16:57:38 UTC 4488 followers, XXX engagements "@GAndersonTrades Earnings was insane last time It could happen again"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947128149416026227) 2025-07-21 02:55:01 UTC 4475 followers, XX engagements "What's the best opportunity you're seeing in the market right now"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1944404990304403701) 2025-07-13 14:34:09 UTC 4473 followers, 6852 engagements "Im glad people made gains I am always rooting for the retail investor. Im bearish on the stock but I dont short stocks and I hope that Im wrong + people make money by investing in the name (hopefully more retail than institutions). Im just not a fan of a company like AT&T shilling a stock via a corporate account- kind of a weird look in my opinion"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948041919361110439) 2025-07-23 15:26:01 UTC 4488 followers, XX engagements "Its fun to dunk (heh) on WNBA players for wanting to be paid more and you may or may not believe they should be paid more. But the idea that the profitability of the business matters is silly. Would you argue that the engineers at $SNOW dont deserve to be paid what they are paid because of the profitability of the enterprise If anyone deserves to lose money due to low profitability its management"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946921628321149150) 2025-07-20 13:14:22 UTC 4472 followers, XXX engagements "@_OliverVenture I love all of those picks- even where we differ I think its in stocks where everyone will make money I like $ASML because Ive never been convinced that messaging matters as much as people think- Id rather have the buybacks and strong cash flows at a cheaper value"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946953910545244336) 2025-07-20 15:22:39 UTC 4468 followers, XX engagements "@alc2022 Oh boy I cant wait to see the reaction from $DLO bulls"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947104532926013830) 2025-07-21 01:21:10 UTC 4475 followers, 1102 engagements "I think that OpenAI and $MSFT are good examples of why I dont think $GOOG will be a huge (30%+) CAGR from here Their AI models are impressive but when you look at the actual top and bottom line growth theyve generated it doesnt meet the bar for generational wealth $GOOG will do well in AI and generates hundreds of billions in incremental profit. However due to their size this will be a 2X (or thereabouts) NOT generational wealth"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947127730346270769) 2025-07-21 02:53:21 UTC 4470 followers, XX engagements "Idk who needs to hear this But the Mag7 isnt a set of safe stocks. Its a picks and shovels play. In a true recession no one wants picks or shovels. No ones even digging. And no ones buying cars or expensive laptops either. $AAPL $AMZN $GOOGL $MSFT $META $TSLA $NVDA"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947583705469620648) 2025-07-22 09:05:14 UTC 4488 followers, XXX engagements "@elneneloco813 @YodaStockInvest Precisely. You would buy what you can afford. You wouldnt put in 70K. Youd put in 15K and get fewer shares. The percentage move would determine the outcome of your investments"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948068914082042129) 2025-07-23 17:13:17 UTC 4488 followers, XX engagements "$ADBE will go to zero from here. No one is going to keep paying for their expensive software in the world of AI. Tell me why Im wrong"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945582014574252292) 2025-07-16 20:31:14 UTC 4480 followers, 1752 engagements "The bull case for private equity is that they can make healthcare more efficient. In reality healthcare is largely inefficient because of the regulations. If you don't change those regulations then any 'efficiencies' come from some combination of spending less time with patients + billing patients more both of which are bad for outcomes"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947952051725430974) 2025-07-23 09:28:54 UTC 4479 followers, XX engagements "@bdinvestingg Hard to find a better risk reward from here than $UNH All the companies you listed are likely better total return though"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946956289722208433) 2025-07-20 15:32:06 UTC 4466 followers, XXX engagements "Over the past twenty years we had fast food that was awful for you- McDonalds Wendys and BK. I think over the next twenty years the face of fast food changes to $CMG $CAVA $SHAK $SG. These are companies that still taste great but now are good for you too"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945837321619693593) 2025-07-17 13:25:44 UTC 4488 followers, 1313 engagements "@joecarlsonshow Moving to stable profitable compounding machines is the move here"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948053631611113643) 2025-07-23 16:12:33 UTC 4488 followers, 2600 engagements "@futurelaab People in the US with insurance have equal if not better access to primary care than people in Europe. The model isnt based around fighting to be the cheapest solution. It is based around being the easiest one and thus far consumers are willing to pay for the convenience"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948086004524396701) 2025-07-23 18:21:11 UTC 4487 followers, XX engagements "@TRADESTERJJ $SOFI would be putting up a XX cent annulized run rate EPS thereby trading at an XX p/e (at $20/share) Whether this is expensive or cheap is basically the lithmus test for how much growth you expect from them"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947949320621191659) 2025-07-23 09:18:03 UTC 4487 followers, XX engagements "$AMD can take XX% market share in three years"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946748349354311827) 2025-07-20 01:45:49 UTC 4488 followers, 2423 engagements "@AutismCapital The base really really cares about the Epstein files"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947134862147944828) 2025-07-21 03:21:41 UTC 4470 followers, XX engagements "Right now I would pick: $UNH over $ELV $OSCR over $HIMS $LMND over $ROOT $CAVA over $SG $ASML over $TSM $SOFI over $NU $DASH over $GRAB $LYFT over $UBER $AMD over $NVDA Agree"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946923566462829031) 2025-07-20 13:22:04 UTC 4473 followers, 17.2K engagements "Hims isnt operating in any vertical that would be even close to qualifying as life saving care. I have thoughts re: insurance denials but thats not material to the $HIMS bull case so Ill leave the discussion there. Furthermore primary care is quantitatively easier to access in the US assuming good insurance. It is easier to get same day appointments. The $HIMS model has done exceptionally well amongst the group of people that have this level of coverage including for medications that insurance covers (such as GLP-1as) Many of the cosmetic verticals offered by HIMS are also not covered by"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948090904608121167) 2025-07-23 18:40:40 UTC 4487 followers, XX engagements "@Chiefer05 Its not the sole thing Im basing this off of- just the example I chose to use. This is not a move in any way suggesting that $AMD is overvalued or a bad company. Just that I think $ASML has less downside risk which is what I want at this moment in time"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948063471997993229) 2025-07-23 16:51:39 UTC 4488 followers, XX engagements "Cash to an investor is like oxygen. You won't really notice when you have too much. But if you ever need it and there isn't enough it really hurts. I like to always give myself breathing room and ensure that I have some cash on hand"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947074092005273943) 2025-07-20 23:20:13 UTC 4485 followers, XXX engagements "@Ashton_1nvests Theres so many I think broadly itll be companies that are following the blueprint of successfully using AI to disrupt financial institutions and other big TAMs"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1944185703367065996) 2025-07-13 00:02:47 UTC 4475 followers, 1836 engagements "@SayNoToTrading Im very late here but- why wouldnt $UNH be in banks insurance and finance"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947104294479757506) 2025-07-21 01:20:13 UTC 4473 followers, XXX engagements "@bjmtweets yeah this is just silly in my opinion I think $LMND and $OSCR will both do well long term due to the same core thesis- legacy insurance cannot compete with AI-powered insurance"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947952544095064250) 2025-07-23 09:30:52 UTC 4488 followers, XXX engagements "That is quantitatively untrue. The majority of the US population has good insurance coverage especially when you consider the sheer number of people that are covered by the VA and Medicare (both some of the best public run healthcare programs on earth). Further treatment denial happens all the time for cosmetic and other non-essential things in Europe. It often isnt case by case but the end result is the same- the appointments and medications arent covered"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948100715945340983) 2025-07-23 19:19:39 UTC 4488 followers, XX engagements "@RobertMSterling Could go the same way with the NBA though Why not lower that rim a few inches so even players like curry etc can throw down the hammer"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947134442243608724) 2025-07-21 03:20:01 UTC 4469 followers, 4973 engagements "@elneneloco813 @YodaStockInvest Genuine question- why are you invested in $AMD then instead of $ASML If you owned XXX shares of $ASML and it moved up XX% youd make way more than if you owned XXX shares of $AMD"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948067880907551054) 2025-07-23 17:09:10 UTC 4488 followers, XX engagements "@0xtechquity I like them but whats the disruption Theyre an online bank that executes well in several countries"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946277668678467908) 2025-07-18 18:35:30 UTC 4479 followers, XX engagements "@SoJustFollowMe Why do you like $NVDA more than $AMD I think $AMD stock will do better due to starting from a lower base and more upside"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946940703592120601) 2025-07-20 14:30:10 UTC 4468 followers, XXX engagements "@amitisinvesting If $TSM is killing it and is expected to keep killing it How could $ASML possibly not do well The entire semi market feels deeply mispriced rn. $NVDA getting priced to perfection while $ASML $TSM $MU $AVGO $AMD all priced bearishly"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945744719197405300) 2025-07-17 07:17:45 UTC 4466 followers, 1452 engagements "IMO kinda ridiculous This company is at a XX p/e despite being: -a monopoly in the world of EUV machines (requirement to make any AI chips) -a buyback MACHINE -a solid mix of big-ticket product and recurring revenue I think $AMD is better for pure upside but $ASML is better as a downside hedge"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948097762110877769) 2025-07-23 19:07:55 UTC 4488 followers, XXX engagements "@BaronsBuys @CedarReseach @KabraxFX $CMG was expensive for a long time as well With $CAVA well off ATHs and yet to expand to about X dozen states I feel good about starting a position here (I got in not that long ago). Id also feel good about adding on a dip provided the thesis is intact"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1944198623480205703) 2025-07-13 00:54:07 UTC 4470 followers, XXX engagements "@SandyK20646089 Medical loss ratio The percentage of total premiums thats paid out as claims"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947607096482271495) 2025-07-22 10:38:11 UTC 4474 followers, XXX engagements "$HIMS LOOKING LIKE ITS HIGH OFF ITS OWN SUPPLY"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948021831329308847) 2025-07-23 14:06:11 UTC 4488 followers, 3199 engagements "@elneneloco813 @FinThink3rs @YodaStockInvest I think youre misunderstanding something. If I invest $10K in $ASML and it moves up XX% Or If I invest $10K in $AMD and it moves up XX% I made $1K regardless of how many actual shares I own of the underlying companies"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948078130582741210) 2025-07-23 17:49:54 UTC 4488 followers, XX engagements "I had the worst case of food poisoning in my entire life today. Im sure the market was either up down or flat. I look forward to returning to commenting on these moves tomorrow"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947403432282796207) 2025-07-21 21:08:53 UTC 4488 followers, 1630 engagements "@GuyTalksFinance You cant make this determination for anyone without knowing their risk tolerance and desired returns. 50K is also a totally arbitrary number- why not more or less"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947078077684895865) 2025-07-20 23:36:03 UTC 4487 followers, XXX engagements "Im still bullish as hell on $AMD Lisa Su is a generational CEO full stop. They just took XX% share in enterprise CPUs Their GPUs are set to overtake $NVDA for inference But I see less downside risk with $ASML and thats important in this market. I would rather go for the downside protection here"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948049723002085725) 2025-07-23 15:57:01 UTC 4488 followers, XXX engagements "@KabraxFX I knew you would I think all four businesses are set up great investing with conviction is really the key here. I own both $HIMS and $OSCR and neither $ROOT nor $LMND here"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946963350522663256) 2025-07-20 16:00:10 UTC 4468 followers, XXX engagements "@Valuologist @AutismCapital It should be fixed I dont give the model that much credit- this feels more like an intentional choice by OpenAI. No way you can train a model on reddit threads and teach it to be agreeable 😅"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947088650971263345) 2025-07-21 00:18:04 UTC 4467 followers, XX engagements "As the first move of my flight to safety given frothy economic conditions: I have sold out of $AMD to move the entire position to $ASML I remain incredibly bullish on $AMD. After being up anywhere from 50-70% in just a few months time it was tough to see this name do a 2X from here quickly. I still think theyll outperform but a P/E over XXX is a risk. $ASML is currently a stock drowning in fear and stands to benefit from the same AI tailwinds that are fueling $NVDA $AMD and $TSM. They have a monopoly. I think this is both a safer investment and one thats likely to do better over the next 1-2"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948047454315659540) 2025-07-23 15:48:00 UTC 4488 followers, 1361 engagements
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@longoption Contrarian Capital
Contrarian Capital posts on X about $amd, $unh, asml, $asml the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +42%
- X Months XXXXXXXXX +523,928%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX +71%
- X Months XXXXX +29,920%
Followers: XXXXX #
- X Week XXXXX +5.90%
- X Month XXXXX +55%
- X Months XXXXX +40,573%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% automotive brands XXXX% exchanges XXXX% celebrities XXXX%
Social topic influence $amd #94, $unh #19, asml #24, $asml #19, insurance 4.96%, hims #58, $hims #59, $oscr #73, nvda 4.2%, $nvda XXX%
Top accounts mentioned or mentioned by @yodastockinvest @elneneloco813 @kabraxfx @sojustfollowme @baronsbuys @m23nyc @gandersontrades @mmoney642 @tacticzh @theeuinvestor @futurelaab @ashton1nvests @meeijer @brandonlbonomo @thebrilliantbu1 @0xtechquity @riyadosofian @networthnotes @richard_x_roe @alc2022
Top assets mentioned Advanced Micro Devices (AMD) UnitedHealth Group (UNH) Hims & Hers Health, Inc. (HIMS) Oscar Health, Inc. (OSCR) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) RAI Finance (SOFI) Lemonade, Inc. (LMND) CAVA Group, Inc. (CAVA) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) Snowflake, Inc. (SNOW) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Nebius Group N.V. Class A Ordinary Shares (NBIS) The Root Network (ROOT) Uber Technologies, Inc. (UBER) Lyft, Inc. Class A Common Stock (LYFT) Palantir (PLTR) ZetaChain (ZETA) Robinhood Markets, Inc. (HOOD) NuCypher (NU) Tempus AI, Inc. Class A Common Stock (TEM) Micron Technology, Inc. (MU) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Chipotle Mexican Grill, Inc. (CMG) Sweetgreen, Inc. (SG) Raytheon Technologies Corp (RTX) Limitus (LMT) Boeing Co (BA) OpenServ (SERV) Iris Energy Limited Ordinary Shares (IREN) Alibaba Group (BABA) Intel Corporation (INTC) IBM (IBM) JPMorgan Chase (JPM) Rocket Lab USA, Inc. Common Stock (RKLB) CoreWeave, Inc. (CRWV) PancakeSwap (CAKE) Novo-Nordisk (NVO) Mario Coin (COIN) Carvana Co. (CVNA) Open Custody Protocol (OPEN)
Top Social Posts #
Top posts by engagements in the last XX hours
"@MMoney642 Yeah I think $SNOW is the poster child for this Profitability SBC FCF etc matter. Its folly to pretend they dont"
@longoption on X 2025-07-18 12:15:34 UTC 4471 followers, XXX engagements
"$UNH serving as a flight to safety Moving off of $OSCR pre-releasing earnings Or just market noise" @longoption on X 2025-07-22 14:35:03 UTC 4488 followers, 2169 engagements
"@TradingThomas3 This would be fantastic to get the majority of the uncertainty out of the way Could the fed cut rates if tariff uncertainty fades" @longoption on X 2025-07-23 16:08:39 UTC 4488 followers, XXX engagements
"3- $SOFI Yes they're a bank so they provide saving/checkings accounts credit/debit cards and a brokerage. But did you know they also offer: - Insurance via "SoFi Protect" (through partners like $LMND) - stablecoin remittances - software for other banks (Galileo)" @longoption on X 2025-07-09 00:29:13 UTC 4475 followers, XXX engagements
"@elneneloco813 @FinThink3rs @YodaStockInvest Sure but its the same analysis with different percentages and timescales If I buy $10K worth of $AMD and it goes up XXX% over X years Or If I buy $10K worth of $ASML and it goes up XXX% over X years My gains were the same" @longoption on X 2025-07-23 18:24:28 UTC 4488 followers, XX engagements
"@RihardJarc If $GOOG is able to monetize AI search at similar rates The stock would blow past my bull case" @longoption on X 2025-07-22 14:38:37 UTC 4480 followers, XXX engagements
"Its a HIGHLY risky strategy that I dont think is appropriate for XXXXXXX% of investors. I dont do it I dont recommend it. But a sophisticated investor wouldve milked way more than X% from this trade" @longoption on X 2025-07-21 01:35:17 UTC 4487 followers, XXX engagements
"@TheBrilliantBu1 $UBER has run much more than $LYFT - thats the main logic" @longoption on X 2025-07-20 22:44:47 UTC 4467 followers, XXX engagements
"Re: X I think that should be the default but not a requirement. I think looking at $AMDs release schedule theyre set to pull ahead in terms of product. Re:2 I think ROCm will catch up faster than people think. In particular new AI tools like cursor etc make it much easier to create great software and a soft SWE labor market means that it is easier than ever to get talent to work on the problem. Companies also definitely prefer open source solutions" @longoption on X 2025-07-20 15:02:25 UTC 4469 followers, XXX engagements
"What is the market getting wrong right now that will look obvious in 3-6 months" @longoption on X 2025-07-13 16:20:11 UTC 4479 followers, 1215 engagements
"@StockSavvyShay One or two of these names might deliver insane returns But the overwhelming majority of the contracts will go $RTX $LMT $BA and other military mega-contractors Important to pick according to your risk tolerance" @longoption on X 2025-07-17 07:10:22 UTC 4488 followers, XXX engagements
"Since X is now catching up to $OSCR and $AMD What is the next play to have on your watch list" @longoption on X 2025-06-18 12:11:47 UTC 4484 followers, 173.5K engagements
"@mvcinvesting @FrameworkWisely Love it Clickhouse is a monster" @longoption on X 2025-07-18 06:52:29 UTC 4468 followers, XXX engagements
"Levels where I'd buy certain stocks without thinking twice: $TSLA - $XXX $AMD- $XXX $AMZN- $215* $GOOG- $XXX $NVDA- $XXX $SOFI- $XX $HIMS- $XX $PLTR- $XX $ASTS $XX $SERV- $X $OSCR $XX $UNH $XXX $NBIS $XX Some are close to a buy and some are really really far away" @longoption on X 2025-07-09 14:38:10 UTC 4468 followers, 21.8K engagements
"@TheValueTrade Personally I would look at selling out of: $ABCL $ASTS $IREN $NIO" @longoption on X 2025-07-23 01:15:48 UTC 4488 followers, XXX engagements
"Have you ever wondered why names like $BABA $PDD or $JD are so damn cheap The answer lies in what youre actually buying. 🧵👇" @longoption on X 2025-07-11 16:06:59 UTC 4473 followers, 5533 engagements
"@DividendRob Would not call tariffs a crash personally" @longoption on X 2025-07-21 03:38:12 UTC 4473 followers, XX engagements
"@DeepIceValue It is expected that $UNH is deploying about 1.5B PER MONTH in share buybacks. That's about a X% buyback yield over the course of the year (could accelerate further) PLUS a X% dividend yield. Even if this stock doesn't re-rate the bear case is XX% growth" @longoption on X 2025-07-23 09:03:23 UTC 4488 followers, XXX engagements
"@YodaStockInvest I know 😭 I still love the company but this is more about protection against a market downturn than it is about losing faith I still think $AMD does incredibly well from here and would rotate back into $AMD if the market pulled back" @longoption on X 2025-07-23 16:21:15 UTC 4488 followers, XXX engagements
"@Speculator_io The exception to this rule: when youre dealing with a leadership team that knows how to beat the leader When Lisa Su took over it was $INTC $AMD itll soon be $AMD $NVDA too and everyone will be chasing them" @longoption on X 2025-07-21 03:16:52 UTC 4488 followers, 1592 engagements
"@Total6Package Honestly my favorite quantum plays are $IBM and $GOOG But I dont know enough about the space" @longoption on X 2025-07-20 14:28:22 UTC 4469 followers, XX engagements
"@iguess9999990 $UNH isnt a pharmaceutical company. Theyre health insurance" @longoption on X 2025-07-20 23:47:30 UTC 4468 followers, XXX engagements
"Remember when an entirely different bank caused a drop in $JPM Today were seeing an entirely different insurance company cause a drop in $UNH" @longoption on X 2025-07-17 14:18:53 UTC 4475 followers, 1434 engagements
"FinX still loves $ZETA My initial concerns with this name (namely a lawsuit filed against them alleging round tripping revenue to put up inflated numbers) mightve been too harsh. I need to look at this name with fresh eyes" @longoption on X 2025-07-18 07:38:08 UTC 4473 followers, 3559 engagements
"Just buy the best. If you want to invest in space buy $RKLB and $ASTS if you want to invest in fintech buy $HOOD and $SOFI if you want to invest in data centers buy $CRWV and $NBIS if you want to invest in restaurants buy $CAVA and $CAKE If you want to invest in health insurance buy $UNH and $OSCR Keep it simple" @longoption on X 2025-07-03 13:32:23 UTC 4487 followers, 136.1K engagements
"You dont allocate to positions by buying a certain number of shares. You allocate to positions by allocating a certain amount of money. If I have 10K in ANY stock and it moves up XX% thats 10%. I dont care how many shares that is. What youre saying is if you invest more money the same percent move upwards will make you more money. The investor whos going to buy XXX shares of $ASML at $XXX a share wouldnt buy XXX shares of $AMD at $XXX a share theyd buy about XXX shares to come out to the same cost as the $ASML shares" @longoption on X 2025-07-23 17:05:56 UTC 4488 followers, XX engagements
"@elneneloco813 @YodaStockInvest The number of shares you own doesnt matter. Percentage gain is what matters" @longoption on X 2025-07-23 17:00:38 UTC 4488 followers, XX engagements
"Current stocks Id be buying if you held a gun to my head and forced me to buy something: Low risk: $AMZN $UNH Medium risk: $AMD $CAVA High risk: $HIMS $OSCR" @longoption on X 2025-07-22 14:26:40 UTC 4488 followers, 4779 engagements
"Respectfully- I dont think your math is right here. If you invest any amount of money into any name then the number of shares you own doesnt matter. The percentage move is all that matters. Whether you own 10K shares at $X each or X share at $10K each your investment will move with the PERCENTAGE move of the stock. Share counts are irrelevant" @longoption on X 2025-07-23 17:12:31 UTC 4487 followers, XX engagements
"@alc2022 My guess is $LMND This fits the Antonio schema: - no real competitors - scalable as all hell - network effects - uses technology - excellent leadership" @longoption on X 2025-07-20 13:10:46 UTC 4473 followers, 3042 engagements
"@m23nyc Yep $NVDA will at some point be limited by the size of the world economy. Upside is capped. However if $AMD puts out a superior product they could take XX% or more of the market (and generate huge returns). Upside is huge" @longoption on X 2025-07-20 13:31:47 UTC 4468 followers, XXX engagements
"@j_3093 I like $HIMS as a long term hold and dont anticipate selling out. In particular I dont see another way to benefit from $HIMS. Meanwhile the same tailwind that made me bullish on $AMD (AI) also applies to $NVDA $TSM $ASML $GOOG and many others" @longoption on X 2025-07-23 17:47:13 UTC 4488 followers, XXX engagements
"I guess what Im confused about is this: What is the difference between you versus someone with excellent insurance in the US $HIMS has shown explosive growth amongst the segment of the population that has access to the same prescription medications they serve for cheaper prices through their insurance and local pharmacies. I dont see that changing in Europe" @longoption on X 2025-07-23 19:09:57 UTC 4488 followers, XX engagements
"@TheLongInvest $UNH dip buyers when we hit $XXX again" @longoption on X 2025-07-23 14:51:55 UTC 4488 followers, 4776 engagements
"@AutismCapital This is my main issue with ChatGPT that I hope gets fixed as they continue to tweak the model- it is too eager to agree with the user. I like "Monday" for this" @longoption on X 2025-07-20 05:27:44 UTC 4488 followers, 3819 engagements
"@TacticzH Ive come around on $NVO I think- Im much less bearish than I used to be With that said Ill always disagree politely but strongly with $NVO over $HIMS" @longoption on X 2025-07-20 13:17:17 UTC 4468 followers, XXX engagements
"@StockMarketNerd IMO having a license isnt enough to broadly recommend a stock/investment. If you dont know someones risk tolerance and goals you cant say if something is a good choice for them" @longoption on X 2025-07-18 21:34:26 UTC 4478 followers, XXX engagements
"We likely will never see a drawdown like the GFC. This isnt going to be a popular message especially amongst the doomer crowd. But it is true. The Great Depression taught us that government intervention can help soften economic collapse. The GFC and then Covid took this even further demonstrating that more intervention is even better. Notably both parties during Covid threw the kitchen sink at spending to save the economy. If some massive systemic risk was to happen today we would continue along the path of increased spending. There would be massive massive stimulus to prevent hell from" @longoption on X 2025-07-20 14:17:10 UTC 4468 followers, XXX engagements
"Heres the core trade for retail over the next XXX years: Wall Street doesnt understand Trump. They take everything as a literal worst case scenario. We saw it first with tariffs where institutions sold off like CRAZY over fears that were obviously silly at the time. We are seeing it now with insurance companies- a move to cut Medicaid has slashed prices by massive amounts totally out of line with the material impact. There will be more" @longoption on X 2025-07-18 01:09:30 UTC 4475 followers, XXX engagements
"@YodaStockInvest @BolmanRicky $ASML looked just way too juicy after that drop" @longoption on X 2025-07-23 16:48:39 UTC 4488 followers, XX engagements
"If youre worried about regulatory concerns with $UNH remember: Congress bought this dip HEAVILY. If youre worried about concerns with fraud or the core business remember: insiders bought this dip HEAVILY. the signals are clear" @longoption on X 2025-07-17 18:38:21 UTC 4488 followers, 31.7K engagements
"11 Rules of investing in stocks: X. Analysts are not to be trusted. X. All else equal US equities are better than international ones. X. The best companies are never cheap. X. P/E isnt the right metric for growth companies. X. You can never be more than XX% sure about any company/thesis. If you are youre missing something. X. Just because a company has a lot of coverage that doesnt mean it cant be mispriced. X. There is almost never manipulation. The price is just what people are willing to pay. X. Social media hyping a name means nothing. Not good not bad- its just the algorithm at work." @longoption on X 2025-07-19 13:27:15 UTC 4469 followers, 4232 engagements
"Stocks that are poised to disrupt: Healthcare: $HIMS $OSCR $TEM Banking/finance: $SOFI $HOOD $COIN Insurance: $LMND $ROOT $OSCR marketplaces: $CVNA $OPEN Self driving: $GOOG $TSLA $NBIS" @longoption on X 2025-07-18 13:10:26 UTC 4472 followers, 3799 engagements
"@elneneloco813 @YodaStockInvest Why would share price matter here $ASML is better protected in a downturn because theyre less of a growth business- their bull case is that theyre essentially a monopoly that can charge whatever it wants to allow fabs like $TSM $MU and others to make next gen chips" @longoption on X 2025-07-23 16:56:40 UTC 4488 followers, XXX engagements
"@KabraxFX I like $CAVA the most as an investment But the growth of these chains is a clear trend away from the old guards of fast food. IMO the competition isnt shake shack and sweetgreen- its a culture of eating garbage" @longoption on X 2025-07-17 13:54:44 UTC 4471 followers, XXX engagements
"Im saying industry wide Weve made $NVDA the most valuable enterprise to ever exist. We have remarkably little to show for it with regards to actual total revenue growth. $PLTR is a success story as are some other companies (like $TEM also mentioned in this thread) but its not enough to justify the hundreds of billions being thrown at Capex by big tech and others" @longoption on X 2025-07-17 18:40:42 UTC 4472 followers, XXX engagements
"@weary_centurion What was the stock I got burned badly with SBC with $SNOW a few years ago too" @longoption on X 2025-07-18 08:07:11 UTC 4468 followers, XXX engagements
"4- $AMD Most people know that AMD makes CPUs GPUs and has a gaming business. But did you know that they are also one of the biggest manufacturers of: -FPGAs via their Xilinx acquisition -DPUs via their pensando acquisition FPGAs are chips that can be reprogrammed to do special tasks very fast (as opposed to CPUs which have a fixed logic and cannot be reprogrammed) while DPUs are chips that enable fast networking and security" @longoption on X 2025-07-09 00:29:14 UTC 4474 followers, XXX engagements
"Had you just bought something with the $X youd need XXX% returns to end up with $X With a 10x levered long/short trade you only need a XX% return" @longoption on X 2025-07-21 01:30:43 UTC 4473 followers, XXX engagements
"@RobertMSterling I think its just a big rule change The WNBA audience is used to the current style of play 🤷♂" @longoption on X 2025-07-21 03:25:33 UTC 4469 followers, XXX engagements
"@m23nyc $CNC looks good $OSCR looks good $HUM looks good For me I like $UNH and $OSCR the most. I like to bet on the best companies and UNH is the largest while $OSCR is the fastest grower" @longoption on X 2025-07-18 01:11:46 UTC 4469 followers, XXX engagements
"@ynv757 @DividendDude_X Ill buy things that offer better total return instead as I have a high risk tolerance $GOOG is a great pick for those who have a lower risk tolerance" @longoption on X 2025-07-20 12:10:33 UTC 4474 followers, XX engagements
"Theres two pieces to these $OSCR earnings. 1- increased revenue from roughly 12-13 B. This to me shows that the business is growing even faster than projected. I wouldnt be surprised if they beat 26/27 guidance. 2- increased MLR to the high 80s. This is in my opinion a blip thats affecting the entire industry right now. $OSCR has a platform that has demonstrated itself capable of generating a very low MLR and I expect them to get back to that. Its Im not personally that concerned about a 100M loss- really small in the grand scheme of things. Worth emphasizing that this is my opinion. I like" @longoption on X 2025-07-23 01:38:25 UTC 4488 followers, 1514 engagements
"The more I learn about $LMND The more it feels almost mandatory to buy a piece of this company" @longoption on X 2025-07-18 16:12:14 UTC 4467 followers, 8262 engagements
"@GAndersonTrades Just in the sense that the underlying percent move was small For context- imagine if youd said I think health insurance is going to face headwinds and that healthcare outside of insurance will do well and gone long $HIMS and short $UNH in April" @longoption on X 2025-07-21 02:00:34 UTC 4470 followers, XXX engagements
"@elneneloco813 @YodaStockInvest Stock price doesnt matter. Only percentage move does. I believe that in a downturn $AMD would fall more than $ASML" @longoption on X 2025-07-23 16:59:48 UTC 4488 followers, XX engagements
"@TheEUInvestor They're buying back shares at an insane clip. If i were looking to buy anything right now $ASML would be at the top of the list" @longoption on X 2025-07-23 09:48:37 UTC 4489 followers, XXX engagements
"I dont think this is a market conducive to middling market share. Either your product is better or its not. Its not like say the auto industry where individual consumers may have brand loyalty or prefer the design of one product over another. Tokens per dollar or watt is known and fixed and everyones using these for the same purposes. Theres no aesthetic or other consideration. IMO- to believe that $AMD will put out a superior product is to believe that theyll capture huge market share not just 5-10%" @longoption on X 2025-07-20 12:08:39 UTC 4467 followers, XXX engagements
"@jzrdan @vulturetrades IMO it should be reserved for names that run like $MNST $NVDA $AAPL $GOOG $AMZN $TSLA and the like A truly generational thesis takes XX years to play out" @longoption on X 2025-07-18 05:39:57 UTC 4474 followers, XXX engagements
"@Mr_Derivatives Feels pretty obvious what happens next" @longoption on X 2025-07-23 16:13:18 UTC 4488 followers, 1078 engagements
"@YodaStockInvest @am__haines @therealzarie @TacticzH @Ashton_1nvests @mind1nvestor @TheEUInvestor @meeijer @FrameworkWisely @weary_centurion @TheValueTrade @DeepIceValue @TheBrilliantBu1 @TheRonnieVShow @HyperTechInvest @MMoney642 @GabGrowth @SoJustFollowMe @KabraxFX @hollertotide @TheDrugMoney My $AMD king 👑" @longoption on X 2025-07-20 22:52:39 UTC 4474 followers, XXX engagements
"Two very fair ways to look at complex companies getting hyped on X 1- I dont understand the company so I wont invest 2- I saw enough DD on here and learned enough that I was able to do my own DD as well. Im ready to buy. Both are valid" @longoption on X 2025-07-12 20:41:16 UTC 4470 followers, XXX engagements
"@therealzarie I think $HIMS is in the middle of its fair value range Meanwhile $OSCR is at the bottom of its fair value range" @longoption on X 2025-07-20 15:19:23 UTC 4468 followers, XXX engagements
"@NetWorthNotes Market has already priced in the worst case but is forgetting that things will turn around within X months at the latest" @longoption on X 2025-07-23 03:39:45 UTC 4487 followers, XX engagements
"@MMoney642 If you had to pick Which X are the safest bets And which X are the most likely to go to zero" @longoption on X 2025-07-17 19:40:45 UTC 4475 followers, 8676 engagements
"Mike Pomeo's weight loss is incredible. This is literally a different human. We're going to see way more cases like this in the coming years thanks to Ozempic and other GLP-1s" @longoption on X 2025-07-20 06:57:53 UTC 4488 followers, 1613 engagements
"@DeepIceValue Accumulating under $XXX is going to make a lot of folks a lot of money" @longoption on X 2025-07-23 01:12:26 UTC 4488 followers, XXX engagements
"@NighthawkTradez @SofiaVergara Cant be posting photos like this You might. uh interfere with one of the verticals" @longoption on X 2025-07-23 16:57:38 UTC 4488 followers, XXX engagements
"@GAndersonTrades Earnings was insane last time It could happen again" @longoption on X 2025-07-21 02:55:01 UTC 4475 followers, XX engagements
"What's the best opportunity you're seeing in the market right now" @longoption on X 2025-07-13 14:34:09 UTC 4473 followers, 6852 engagements
"Im glad people made gains I am always rooting for the retail investor. Im bearish on the stock but I dont short stocks and I hope that Im wrong + people make money by investing in the name (hopefully more retail than institutions). Im just not a fan of a company like AT&T shilling a stock via a corporate account- kind of a weird look in my opinion" @longoption on X 2025-07-23 15:26:01 UTC 4488 followers, XX engagements
"Its fun to dunk (heh) on WNBA players for wanting to be paid more and you may or may not believe they should be paid more. But the idea that the profitability of the business matters is silly. Would you argue that the engineers at $SNOW dont deserve to be paid what they are paid because of the profitability of the enterprise If anyone deserves to lose money due to low profitability its management" @longoption on X 2025-07-20 13:14:22 UTC 4472 followers, XXX engagements
"@_OliverVenture I love all of those picks- even where we differ I think its in stocks where everyone will make money I like $ASML because Ive never been convinced that messaging matters as much as people think- Id rather have the buybacks and strong cash flows at a cheaper value" @longoption on X 2025-07-20 15:22:39 UTC 4468 followers, XX engagements
"@alc2022 Oh boy I cant wait to see the reaction from $DLO bulls" @longoption on X 2025-07-21 01:21:10 UTC 4475 followers, 1102 engagements
"I think that OpenAI and $MSFT are good examples of why I dont think $GOOG will be a huge (30%+) CAGR from here Their AI models are impressive but when you look at the actual top and bottom line growth theyve generated it doesnt meet the bar for generational wealth $GOOG will do well in AI and generates hundreds of billions in incremental profit. However due to their size this will be a 2X (or thereabouts) NOT generational wealth" @longoption on X 2025-07-21 02:53:21 UTC 4470 followers, XX engagements
"Idk who needs to hear this But the Mag7 isnt a set of safe stocks. Its a picks and shovels play. In a true recession no one wants picks or shovels. No ones even digging. And no ones buying cars or expensive laptops either. $AAPL $AMZN $GOOGL $MSFT $META $TSLA $NVDA" @longoption on X 2025-07-22 09:05:14 UTC 4488 followers, XXX engagements
"@elneneloco813 @YodaStockInvest Precisely. You would buy what you can afford. You wouldnt put in 70K. Youd put in 15K and get fewer shares. The percentage move would determine the outcome of your investments" @longoption on X 2025-07-23 17:13:17 UTC 4488 followers, XX engagements
"$ADBE will go to zero from here. No one is going to keep paying for their expensive software in the world of AI. Tell me why Im wrong" @longoption on X 2025-07-16 20:31:14 UTC 4480 followers, 1752 engagements
"The bull case for private equity is that they can make healthcare more efficient. In reality healthcare is largely inefficient because of the regulations. If you don't change those regulations then any 'efficiencies' come from some combination of spending less time with patients + billing patients more both of which are bad for outcomes" @longoption on X 2025-07-23 09:28:54 UTC 4479 followers, XX engagements
"@bdinvestingg Hard to find a better risk reward from here than $UNH All the companies you listed are likely better total return though" @longoption on X 2025-07-20 15:32:06 UTC 4466 followers, XXX engagements
"Over the past twenty years we had fast food that was awful for you- McDonalds Wendys and BK. I think over the next twenty years the face of fast food changes to $CMG $CAVA $SHAK $SG. These are companies that still taste great but now are good for you too" @longoption on X 2025-07-17 13:25:44 UTC 4488 followers, 1313 engagements
"@joecarlsonshow Moving to stable profitable compounding machines is the move here" @longoption on X 2025-07-23 16:12:33 UTC 4488 followers, 2600 engagements
"@futurelaab People in the US with insurance have equal if not better access to primary care than people in Europe. The model isnt based around fighting to be the cheapest solution. It is based around being the easiest one and thus far consumers are willing to pay for the convenience" @longoption on X 2025-07-23 18:21:11 UTC 4487 followers, XX engagements
"@TRADESTERJJ $SOFI would be putting up a XX cent annulized run rate EPS thereby trading at an XX p/e (at $20/share) Whether this is expensive or cheap is basically the lithmus test for how much growth you expect from them" @longoption on X 2025-07-23 09:18:03 UTC 4487 followers, XX engagements
"$AMD can take XX% market share in three years" @longoption on X 2025-07-20 01:45:49 UTC 4488 followers, 2423 engagements
"@AutismCapital The base really really cares about the Epstein files" @longoption on X 2025-07-21 03:21:41 UTC 4470 followers, XX engagements
"Right now I would pick: $UNH over $ELV $OSCR over $HIMS $LMND over $ROOT $CAVA over $SG $ASML over $TSM $SOFI over $NU $DASH over $GRAB $LYFT over $UBER $AMD over $NVDA Agree" @longoption on X 2025-07-20 13:22:04 UTC 4473 followers, 17.2K engagements
"Hims isnt operating in any vertical that would be even close to qualifying as life saving care. I have thoughts re: insurance denials but thats not material to the $HIMS bull case so Ill leave the discussion there. Furthermore primary care is quantitatively easier to access in the US assuming good insurance. It is easier to get same day appointments. The $HIMS model has done exceptionally well amongst the group of people that have this level of coverage including for medications that insurance covers (such as GLP-1as) Many of the cosmetic verticals offered by HIMS are also not covered by" @longoption on X 2025-07-23 18:40:40 UTC 4487 followers, XX engagements
"@Chiefer05 Its not the sole thing Im basing this off of- just the example I chose to use. This is not a move in any way suggesting that $AMD is overvalued or a bad company. Just that I think $ASML has less downside risk which is what I want at this moment in time" @longoption on X 2025-07-23 16:51:39 UTC 4488 followers, XX engagements
"Cash to an investor is like oxygen. You won't really notice when you have too much. But if you ever need it and there isn't enough it really hurts. I like to always give myself breathing room and ensure that I have some cash on hand" @longoption on X 2025-07-20 23:20:13 UTC 4485 followers, XXX engagements
"@Ashton_1nvests Theres so many I think broadly itll be companies that are following the blueprint of successfully using AI to disrupt financial institutions and other big TAMs" @longoption on X 2025-07-13 00:02:47 UTC 4475 followers, 1836 engagements
"@SayNoToTrading Im very late here but- why wouldnt $UNH be in banks insurance and finance" @longoption on X 2025-07-21 01:20:13 UTC 4473 followers, XXX engagements
"@bjmtweets yeah this is just silly in my opinion I think $LMND and $OSCR will both do well long term due to the same core thesis- legacy insurance cannot compete with AI-powered insurance" @longoption on X 2025-07-23 09:30:52 UTC 4488 followers, XXX engagements
"That is quantitatively untrue. The majority of the US population has good insurance coverage especially when you consider the sheer number of people that are covered by the VA and Medicare (both some of the best public run healthcare programs on earth). Further treatment denial happens all the time for cosmetic and other non-essential things in Europe. It often isnt case by case but the end result is the same- the appointments and medications arent covered" @longoption on X 2025-07-23 19:19:39 UTC 4488 followers, XX engagements
"@RobertMSterling Could go the same way with the NBA though Why not lower that rim a few inches so even players like curry etc can throw down the hammer" @longoption on X 2025-07-21 03:20:01 UTC 4469 followers, 4973 engagements
"@elneneloco813 @YodaStockInvest Genuine question- why are you invested in $AMD then instead of $ASML If you owned XXX shares of $ASML and it moved up XX% youd make way more than if you owned XXX shares of $AMD" @longoption on X 2025-07-23 17:09:10 UTC 4488 followers, XX engagements
"@0xtechquity I like them but whats the disruption Theyre an online bank that executes well in several countries" @longoption on X 2025-07-18 18:35:30 UTC 4479 followers, XX engagements
"@SoJustFollowMe Why do you like $NVDA more than $AMD I think $AMD stock will do better due to starting from a lower base and more upside" @longoption on X 2025-07-20 14:30:10 UTC 4468 followers, XXX engagements
"@amitisinvesting If $TSM is killing it and is expected to keep killing it How could $ASML possibly not do well The entire semi market feels deeply mispriced rn. $NVDA getting priced to perfection while $ASML $TSM $MU $AVGO $AMD all priced bearishly" @longoption on X 2025-07-17 07:17:45 UTC 4466 followers, 1452 engagements
"IMO kinda ridiculous This company is at a XX p/e despite being: -a monopoly in the world of EUV machines (requirement to make any AI chips) -a buyback MACHINE -a solid mix of big-ticket product and recurring revenue I think $AMD is better for pure upside but $ASML is better as a downside hedge" @longoption on X 2025-07-23 19:07:55 UTC 4488 followers, XXX engagements
"@BaronsBuys @CedarReseach @KabraxFX $CMG was expensive for a long time as well With $CAVA well off ATHs and yet to expand to about X dozen states I feel good about starting a position here (I got in not that long ago). Id also feel good about adding on a dip provided the thesis is intact" @longoption on X 2025-07-13 00:54:07 UTC 4470 followers, XXX engagements
"@SandyK20646089 Medical loss ratio The percentage of total premiums thats paid out as claims" @longoption on X 2025-07-22 10:38:11 UTC 4474 followers, XXX engagements
"$HIMS LOOKING LIKE ITS HIGH OFF ITS OWN SUPPLY" @longoption on X 2025-07-23 14:06:11 UTC 4488 followers, 3199 engagements
"@elneneloco813 @FinThink3rs @YodaStockInvest I think youre misunderstanding something. If I invest $10K in $ASML and it moves up XX% Or If I invest $10K in $AMD and it moves up XX% I made $1K regardless of how many actual shares I own of the underlying companies" @longoption on X 2025-07-23 17:49:54 UTC 4488 followers, XX engagements
"I had the worst case of food poisoning in my entire life today. Im sure the market was either up down or flat. I look forward to returning to commenting on these moves tomorrow" @longoption on X 2025-07-21 21:08:53 UTC 4488 followers, 1630 engagements
"@GuyTalksFinance You cant make this determination for anyone without knowing their risk tolerance and desired returns. 50K is also a totally arbitrary number- why not more or less" @longoption on X 2025-07-20 23:36:03 UTC 4487 followers, XXX engagements
"Im still bullish as hell on $AMD Lisa Su is a generational CEO full stop. They just took XX% share in enterprise CPUs Their GPUs are set to overtake $NVDA for inference But I see less downside risk with $ASML and thats important in this market. I would rather go for the downside protection here" @longoption on X 2025-07-23 15:57:01 UTC 4488 followers, XXX engagements
"@KabraxFX I knew you would I think all four businesses are set up great investing with conviction is really the key here. I own both $HIMS and $OSCR and neither $ROOT nor $LMND here" @longoption on X 2025-07-20 16:00:10 UTC 4468 followers, XXX engagements
"@Valuologist @AutismCapital It should be fixed I dont give the model that much credit- this feels more like an intentional choice by OpenAI. No way you can train a model on reddit threads and teach it to be agreeable 😅" @longoption on X 2025-07-21 00:18:04 UTC 4467 followers, XX engagements
"As the first move of my flight to safety given frothy economic conditions: I have sold out of $AMD to move the entire position to $ASML I remain incredibly bullish on $AMD. After being up anywhere from 50-70% in just a few months time it was tough to see this name do a 2X from here quickly. I still think theyll outperform but a P/E over XXX is a risk. $ASML is currently a stock drowning in fear and stands to benefit from the same AI tailwinds that are fueling $NVDA $AMD and $TSM. They have a monopoly. I think this is both a safer investment and one thats likely to do better over the next 1-2" @longoption on X 2025-07-23 15:48:00 UTC 4488 followers, 1361 engagements