#  @mathlonning Matheus Lonning Matheus Lonning posts on X about $tmdx, $app, $acmr, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2966894595/interactions)  - [--] Week [-------] +15% - [--] Month [-------] +94% - [--] Months [---------] +108% - [--] Year [---------] +65% ### Mentions: [--] [#](/creator/twitter::2966894595/posts_active)  - [--] Week [---] +2.70% - [--] Month [---] +89% - [--] Months [-----] +850% - [--] Year [-----] +11,143% ### Followers: [-----] [#](/creator/twitter::2966894595/followers)  - [--] Week [-----] +7.90% - [--] Month [-----] +27% - [--] Months [-----] +556% ### CreatorRank: [---------] [#](/creator/twitter::2966894595/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 42.68% [finance](/list/finance) 26.02% [technology brands](/list/technology-brands) 9.76% [social networks](/list/social-networks) 3.25% [countries](/list/countries) 1.63% [cryptocurrencies](/list/cryptocurrencies) 1.63% [travel destinations](/list/travel-destinations) 0.81% [automotive brands](/list/automotive-brands) 0.41% [exchanges](/list/exchanges) 0.41% **Social topic influence** [$tmdx](/topic/$tmdx) #11, [$app](/topic/$app) #116, [$acmr](/topic/$acmr) #13, [in the](/topic/in-the) 6.91%, [$asts](/topic/$asts) #275, [applovin](/topic/applovin) #128, [company](/topic/company) 4.88%, [meta](/topic/meta) 4.88%, [business](/topic/business) 4.47%, [$regn](/topic/$regn) 4.47% **Top accounts mentioned or mentioned by** [@nietschecapital](/creator/undefined) [@manthantweets1](/creator/undefined) [@douchebag168](/creator/undefined) [@mikimmykim](/creator/undefined) [@masayoshisson](/creator/undefined) [@jonahlupton](/creator/undefined) [@james9109459951](/creator/undefined) [@ad_quant](/creator/undefined) [@stonk_wisdom](/creator/undefined) [@lngtermcapital](/creator/undefined) [@mmonis](/creator/undefined) [@ppointpass31044](/creator/undefined) [@smallmidcaps](/creator/undefined) [@kabraxfx](/creator/undefined) [@polrinvesting](/creator/undefined) [@jxyhsns](/creator/undefined) [@foliotrail](/creator/undefined) [@roanokecap](/creator/undefined) [@dogballscapital](/creator/undefined) [@adquant](/creator/undefined) **Top assets mentioned** [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [AppLovin Corporation (APP)](/topic/$app) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Metadium (META)](/topic/$meta) [Reddit, Inc. (RDDT)](/topic/$rddt) [Westinghouse Air Brake Technologies Corp (WAB)](/topic/$wab) [Unity Software Inc. (U)](/topic/$u) [WaterBridge Infrastructure LLC (WBI)](/topic/$wbi) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Bloom Energy Corporation (BE)](/topic/$be) [Now Coin (NOW)](/topic/$now) [Eli Lilly and Company (LLY)](/topic/$lly) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Cloudflare, Inc. (NET)](/topic/$net) [Born in [--] (19)](/topic/$19) ### Top Social Posts Top posts by engagements in the last [--] hours "Made my largest $TMDX purchase in a long time today. Leading up to previous earnings calls the catalysts ( lung/heart trials and Europe expansion) were still a few months away. This time around they are actively happening and contributing to the businesss growth. There are several new streams of revenue that we cannot track day to day while the revenue we can track is looking incredible and enough to beat street estimates. When accounting for the revenue we cant see those estimates are going to be crushed. Execution has been perfect. And no delays have hindered progress. Competitions share of" [X Link](https://x.com/anyuser/status/2022370206887350716) 2026-02-13T18:00Z [----] followers, [----] engagements "Wedbush with a massive downgrade on $APP this morning. Mentioned how overall software may not warrant the same multiple received in the past. Which is fair. PT lowered from $800 to $465. The sell-off continues with no sign of slowdown. Yesterday I mentioned how $APP could go into earnings trading at a sub 20x ntm p/e valuation. I assumed sell-off continued up until the earnings report next Wednesday it has so far. For [----] the consensus EPS is at $15. These can always be revised downward (refer to $nvo debacle) I have seen no data supporting a slowdown in AXON adoption since launch of" [X Link](https://x.com/mathlonning/status/2019496257044246861) 2026-02-05T19:40Z [----] followers, [----] engagements "Most of the people who claim $APP numbers are cooked or suspicious not only have never looked at their financial statements they have also never listened to any earnings calls. Yall are some grown ass goofies. Its fine to raise questions but there must be evidence to support them when constructing an argument. https://twitter.com/i/web/status/2019863774145180161 https://twitter.com/i/web/status/2019863774145180161" [X Link](https://x.com/mathlonning/status/2019863774145180161) 2026-02-06T20:00Z [----] followers, [----] engagements "I initiated a position in $WAB I like the diversified revenues across the world and the exposure to hard assets in the real world. The company is not cheap by any means but double digit eps growth bundled with margin expansion and a massive backlog is enticing. My plan is to add more if the stock reacts negatively after their earnings on Wednesday. So watching it closely. https://twitter.com/i/web/status/2020922007333089522 https://twitter.com/i/web/status/2020922007333089522" [X Link](https://x.com/mathlonning/status/2020922007333089522) 2026-02-09T18:05Z [----] followers, [----] engagements "@foliotrail Great take. Over the holidays a clothing brand Im familiar with achieved the best conversion through axon. And it wasnt even close. When compared to meta and Google" [X Link](https://x.com/mathlonning/status/2022347217538007070) 2026-02-13T16:28Z [----] followers, [---] engagements "$RDDT crushed. $APP will be fine" [X Link](https://x.com/mathlonning/status/2019518238078763340) 2026-02-05T21:07Z [----] followers, [----] engagements "This happens every quarter btw $U posts bad results pre market and $APP sell off and then $APP crushes in the afternoon. Like clockwork" [X Link](https://x.com/mathlonning/status/2021615932460892527) 2026-02-11T16:02Z [----] followers, [----] engagements "Had to quote this. Bundle $TMDX fundamentals with those technicals and the catalyst (earnings) on the 24th the stock is bound to make a massive move. I am taking the upside on this trade but theres money to be made both ways if you believe the company sucks. Implied move is roughly 12%+- at the moment. $TMDX - Nice setup of the trend line I already have a swing from lower so did not add today https://t.co/8ANyV3OWr7 $TMDX - Nice setup of the trend line I already have a swing from lower so did not add today https://t.co/8ANyV3OWr7" [X Link](https://x.com/anyuser/status/2022382185114931249) 2026-02-13T18:47Z [----] followers, [----] engagements "Although $APP ceo said $META is not a direct threat and increasing the pie makes the applovins model better; I think the market wants $APP to prove that threat is not justified. That will happen over the next few quarters. If AppLovin is able to demonstrate that it cannot be affected by the entry of a bigger player into their ecosystem the market will reward the company with a higher multiple. Theres so much noise on the company as a whole but on the call most questions were regarding $META therefore its a consensus people are skeptical of the companys ability to compete with the giant. I am" [X Link](https://x.com/mathlonning/status/2022350125323153422) 2026-02-13T16:40Z [----] followers, [----] engagements "@lngtermcapital App more risk more reward; Reddit less risk less reward in comparison" [X Link](https://x.com/mathlonning/status/2022362123989668187) 2026-02-13T17:27Z [----] followers, [--] engagements "Quick thoughts: At JPM healthcare conference mid January Waleed mentioned $TMDX had done [--] heart procedures through the new trials. Therefore it is safe to assume some of those cases took place during Q4 [----]. Heart procedures bring in a higher revenue mix as the procedure is significantly more complicated. $TMDX is taking the cost hit on some areas of the trials but still the more lung/heart cases they are involved with the higher the overall revenue mix becomes from the transplant side of the business. My thinking is trials will have a meaningful contribution to total revenues in [----]. The" [X Link](https://x.com/anyuser/status/2022442587798557095) 2026-02-13T22:47Z [----] followers, [----] engagements "$TMDX huge beat and raise incoming. 170m Q2 rev. And yearly guidance raised to 600m-620m. Theyll also hopefully announce approval for next gen trials and potential acquisition of [--] more plane. Cant wait. Clock is ticking. CLOSE THE SHORTS" [X Link](https://x.com/mathlonning/status/1946255919236415962) 2025-07-18T17:09Z [----] followers, [----] engagements "$TMDX up about 17% after hours. We may see a 20%+ pop tomorrow at open. Similar to what happened last earnings" [X Link](https://x.com/mathlonning/status/1950708324770644093) 2025-07-31T00:01Z [----] followers, [----] engagements "$TMDX CEO mustve been in disbelief people were selling the stock after they CRUSHED Q2 and outlined such clear path for growth in [----] and beyond. Catalysts are coming. BURN THE SHORTS" [X Link](https://x.com/mathlonning/status/1953933774145957954) 2025-08-08T21:38Z [----] followers, [----] engagements "Early into overnight trading and with low volume but tomorrow should be fun for $TMDX bulls. BURN THE SHORTS" [X Link](https://x.com/mathlonning/status/1954700716133826595) 2025-08-11T00:25Z [----] followers, [----] engagements "$TMDX MAIN COMPETITOR GOT ACQUIRED FOR 1.5B Terumo (Japanese company) is set to acquire OrganOx. It is unclear what multiple they are paying for OrganOx but it may definitely affect $TMDX share price. $TMDX has a much larger market share than OrganOx and is currently valued at 4B. If $TMDX were to be acquired what would be the multiple on them" [X Link](https://x.com/mathlonning/status/1959778244888350797) 2025-08-25T00:41Z [----] followers, 11.4K engagements "The fact $TMDX management has never mentioned being acquired by a larger company as an end goal goes to show the bright future ahead of this company and how much insiders believe in it. They have their goal of 10k transplants by [----] and want to scale that to 30k transplants by [----] with help of next gen OCS platform. It does not matter what the stock price does during the next [--] or [--] months. Over the next 6-18 months $TMDX will be much higher and continue to outperform broader markets. Long $TMDX short it at your own peril" [X Link](https://x.com/mathlonning/status/1960061549512708118) 2025-08-25T19:27Z [----] followers, [----] engagements "$TMDX announced a strategic collaboration with Mercedes-Benz Group AG to deploy a first-of-its-kind fleet of modern purpose-built Mercedes-Benz V-class vehicles dedicated exclusively to organ transportation across Italy. This is just the start of European expansion. Europe accounts for over a quarter of total transplant market and itll be a huge boost to revenue in upcoming months. Management keeps executing and there are lots to be excited about" [X Link](https://x.com/mathlonning/status/1970126614488035537) 2025-09-22T14:02Z [----] followers, [----] engagements "Strongly believe $TMDX would not have made the plane acquisition if they were going to miss analyst estimates for Q3 or were at least confident Q4 was going to go well. Management knows any slight miss will lead to shorts piling up and this purchase could be used as fuel. Can't wait for the Q3 call. IMO EPS will beat by over 100% and revenue will come in line with expectations. Don't forget management said there was upside to the yearly guidance raised in Q2; therefore don't rule out another raise" [X Link](https://x.com/mathlonning/status/1975981660912185535) 2025-10-08T17:48Z [----] followers, [----] engagements "$TMDX planes busy last few days 👀👀" [X Link](https://x.com/mathlonning/status/1977117684870660485) 2025-10-11T21:02Z [----] followers, [----] engagements "$TMDX October flight numbers are trending up over 40% YoY. Management will have close to a full month of data (1/3 of a quarter) to make an informed decision on whether or not to increase yearly guidance. I believe theyll raise guidance to $605M at the midpoint. Theres still time to close your shorts Long $TMDX" [X Link](https://x.com/mathlonning/status/1979598661974970619) 2025-10-18T17:21Z [----] followers, [----] engagements "Leading into Q1 call $TMDX had a nice run from high 60s to 90s and still popped over 15% after the report. We are seeing a similar run from 110s to 130s and it could very well culminate in another 15% pop after the earnings report due to another blowout quarter. $TMDX" [X Link](https://x.com/mathlonning/status/1981774773735895056) 2025-10-24T17:28Z [----] followers, [----] engagements "$TMDX should be averaging [--] flights/day for October going into their earnings call on Wednesday. November and December are usually even stronger. Great set up for a beat and raise 👀" [X Link](https://x.com/mathlonning/status/1982662909110145038) 2025-10-27T04:17Z [----] followers, [----] engagements "$TMDX is expected to report $144.6M in revenue and $0.36 EPS for Q3 [----]. Their earnings are on Wednesday after market close" [X Link](https://x.com/mathlonning/status/1982833572307444176) 2025-10-27T15:35Z [----] followers, [----] engagements "Happy $TMDX earnings day to those who celebrate it" [X Link](https://x.com/mathlonning/status/1983546930442698942) 2025-10-29T14:50Z [----] followers, [----] engagements "Thanks to whoever sold me $TMDX at $115 a minute ago lol" [X Link](https://x.com/mathlonning/status/1983627655963668492) 2025-10-29T20:11Z [----] followers, [----] engagements "Did people not realize $TMDX raised guidance lol" [X Link](https://x.com/mathlonning/status/1983628550508057077) 2025-10-29T20:14Z [----] followers, [----] engagements "THERE IT IS $TMDX CFO says theres UPSIDE TO GUIDANCE THEY SAID IT" [X Link](https://x.com/mathlonning/status/1983638835222475216) 2025-10-29T20:55Z [----] followers, [----] engagements "$TMDX set to close October with over [---] flights setting up a strong start to the quarter. Historically November and December are even better. I do expect flight volume to continue to ramp up as we get deeper into the quarter. $TMDX needs $156M in Q4 to beat the midpoint of the guidance and early data suggests they may surpass that with ease" [X Link](https://x.com/mathlonning/status/1984388010239279207) 2025-10-31T22:32Z [----] followers, [----] engagements "$TMDX multiple compression is well underway. According to my estimates at 120$ the stock is trading at 20x 2028E. I also believe $TMDX is deserving of a premium due to regulatory hurdles NOP practicality and a recession-proof business. 2025E EPS $3.00 [--] P/E 2026E EPS $3.60 [--] P/E 2027E EPS $4.50 [--] P/E 2028E EPS $6.00 [--] P/E What do you think" [X Link](https://x.com/mathlonning/status/1985399319521083446) 2025-11-03T17:30Z [----] followers, [----] engagements "Added to $TMDX $WBI and $ACMR today. Panicans are NOT ready for January rate cuts" [X Link](https://x.com/mathlonning/status/2000982307038224598) 2025-12-16T17:32Z [----] followers, [----] engagements "Spent part of the weekend looking into $ONTO I do have a lot of semi exposure but their valuation doesnt seem extreme. Anyone have other semi names that are worth a look I have so many on my watchlist" [X Link](https://x.com/mathlonning/status/2007919829433671791) 2026-01-04T20:59Z [----] followers, [---] engagements "Bought 5% starter position in $WBI Ive been in and out of it for a few months now. Insider purchases are considerable. LOT of upside" [X Link](https://x.com/mathlonning/status/2008988662311301190) 2026-01-07T19:46Z [----] followers, [----] engagements "Im on a nice run lol $WBI +5% Bought 5% starter position in $WBI Ive been in and out of it for a few months now. Insider purchases are considerable. LOT of upside. Bought 5% starter position in $WBI Ive been in and out of it for a few months now. Insider purchases are considerable. LOT of upside" [X Link](https://x.com/mathlonning/status/2009308150902456392) 2026-01-08T16:56Z [----] followers, [---] engagements "I sold out of $WBI ; not taking 7% in a day for granted" [X Link](https://x.com/mathlonning/status/2009338705677570085) 2026-01-08T18:57Z [----] followers, [---] engagements "$TMDX on track for over [---] flights in January. Would be a record obviously every month is ideally going to have 20%+ flights YoY. Glad to see them executing" [X Link](https://x.com/mathlonning/status/2011575176899486156) 2026-01-14T23:04Z [----] followers, [----] engagements "So close to buying back my $REGN position havent done it yet but I miss it" [X Link](https://x.com/mathlonning/status/2011936389412065590) 2026-01-15T22:59Z [----] followers, [---] engagements "Expecting $ACMR to post [----] revenues just above guidance at $950M +-2% and gross margins slightly above last quarters at 46-48% What matters most is guidance. And I expect that to come in ahead of expectations. I see them guiding at $1.1B midpoint. I also see margin guidance to come in slightly ahead of expectations as they will have some pricing power on the most advanced processes. The expected move is somewhere around 11-14% +- and obviously Im positioned to capture the upside. Good luck to all those involved. Exciting for these numbers to come out. $ACMR" [X Link](https://x.com/mathlonning/status/2014110377572028482) 2026-01-21T22:58Z [----] followers, [----] engagements "$ACMR posted guidance according to my expectations. Midpoint $1.127B Though Q4 range came in $885-$900M. Actual results will come in February. No comments on margins as these will be revealed on their actual earnings in late February. I do expect the revenue numbers to be updated higher as the year goes. Without comments on margins todays release is somewhat unimportant. Though the higher revenue guidance allows the stock to stay flat. Options writers win again. I am happy with the results and will continue to add to my position when applicable. Expecting $ACMR to post [----] revenues just" [X Link](https://x.com/mathlonning/status/2014376405384183852) 2026-01-22T16:35Z [----] followers, [----] engagements "$ACMR came out early raised [----] guidance (when comparing to expectations) and said theyre excited about the performance and shipment of their new advanced processes. They also mentioned growth will ACCELERATE in [----]. After massive growth in [----]. Stock trades at quite possibly 2.5x 2026E sales. AFTER the recent 50%+ run up. Theres still so much room. Heres a couple quotes from management: We plan for a higher revenue growth rate in [----] amidst healthy investments in production capacity and market share gains from our newer products We anticipate relatively stable WFE spending by our" [X Link](https://x.com/mathlonning/status/2014404679116210375) 2026-01-22T18:27Z [----] followers, [---] engagements "My fund is now up 35% YTD. We have had [--] red days so far. Heres an excerpt from my end of [----] letter: The Fund capitalized on periods of elevated market uncertainty related to an irrational fear towards the current U.S. administration which drove increased demand for portfolio insurance. As implied volatility rose meaningfully above historical norms while realized volatility remained in line with long-term averages we were able to take advantage of this dislocation to enhance risk-adjusted returns. Taking advantage of increased implied volatility has allowed us to not only protect downside" [X Link](https://x.com/mathlonning/status/2014407366507446710) 2026-01-22T18:38Z [----] followers, [----] engagements "$CEG is back on the watchlist. Valuation still stretched imo but a couple more drops and it gets interesting" [X Link](https://x.com/mathlonning/status/2014413242261766501) 2026-01-22T19:01Z [----] followers, [----] engagements "$ISRG da vinci and ion procedures growth is impressive. Company trades at a premium for a reason. Obviously the parallel I want to make it $TMDX ; medtech valuations are known to be sky-high due to high barriers of entry and the monopolies these companies usually operate in. $TMDX still has a LOT of TAM left to target and is growing faster than most medtechs including $ISRG ; Though they trade at a much lower valuation. Should $TMDX command a higher premium In my opinion yes. I expect that re rate to happen once heart and lung demonstrate acceleration." [X Link](https://x.com/mathlonning/status/2014449904647864812) 2026-01-22T21:27Z [----] followers, [----] engagements "Loaded some more $acmr calls now that the IV calmed down. 20%+ of portfolio" [X Link](https://x.com/mathlonning/status/2014451063362093393) 2026-01-22T21:32Z [----] followers, [---] engagements "Made small adds to all my favorites today. $tmdx $eose $acmr" [X Link](https://x.com/mathlonning/status/2014807267741475282) 2026-01-23T21:07Z [----] followers, [----] engagements "An often overlooked aspect of the $ACMR thesis is the fact that ACM SHANGHAI pays a massive dividend. Due to its stake in the Chinese company $ACMR receives a $35M+ yearly dividend. On a company with a sub $3B market cap that is meaningful and worthy of being included in the big picture. https://twitter.com/i/web/status/2015554003518775406 https://twitter.com/i/web/status/2015554003518775406" [X Link](https://x.com/mathlonning/status/2015554003518775406) 2026-01-25T22:34Z [----] followers, [----] engagements "Volume picking up on $ACMR 👀" [X Link](https://x.com/mathlonning/status/2015862317863535039) 2026-01-26T19:00Z [----] followers, [---] engagements "$ACMR has $1.1B in cash and equivalents as of Q3 [----]. Company trades at $3B MC after recent stock price appreciation. The company grew revenue 32% YoY for Q3 [----]. The company's margins are expected to improve as they have received good feedback on their high-margin advanced packaging equipment. Advanced packaging revenue has grown 270% YoY and now makes up for 10% of total revenues that growth will accelerate. They came out early and raised [----] guidance considerably above street estimates. Sometimes we can't overthink it. Long $ACMR Not financial advice please do your own research." [X Link](https://x.com/mathlonning/status/2015882408315523366) 2026-01-26T20:19Z [----] followers, [----] engagements "$REGN earnings call this Thursday they have the best capital allocation out of any pharma. Its a worth a listen" [X Link](https://x.com/mathlonning/status/2015977689572901273) 2026-01-27T02:38Z [----] followers, [---] engagements "$ACMR appears to be starting the next leg of the run" [X Link](https://x.com/mathlonning/status/2016171012946329915) 2026-01-27T15:26Z [----] followers, [---] engagements "With the IV spike Ive now exited my short dated call option position on $acmr that I bought post guidance pre release when the iv got crushed. Thanks for playing. Still holding leaps" [X Link](https://x.com/mathlonning/status/2016231938017886594) 2026-01-27T19:28Z [----] followers, [---] engagements "Happy $ACMR ALL TIME HIGH day to those who celebrate it" [X Link](https://x.com/mathlonning/status/2016595695235715417) 2026-01-28T19:34Z [----] followers, [---] engagements "Basically all semiconductor sector companies have crushed earnings. $ACMR is due to report late February and trades at a reasonable multiple. Theres plenty of upside still and many more ATHs to be achieved" [X Link](https://x.com/mathlonning/status/2016676992142496166) 2026-01-29T00:57Z [----] followers, [----] engagements "Update on [----] top picks: $ASTS = +65% $ACMR = +30% Great results [--] month into the year. Theres still plenty of upside on both though r/r not the same at current levels. My top picks for [----] and their returns were: $TMDX = 98% $TSM = 51% If you added on dips the returns were even higher. For [----] my top picks are: $ACMR $ASTS Lets see what the future holds. My top picks for [----] and their returns were: $TMDX = 98% $TSM = 51% If you added on dips the returns were even higher. For [----] my top picks are: $ACMR $ASTS Lets see what the future holds" [X Link](https://x.com/mathlonning/status/2016684223537827945) 2026-01-29T01:26Z [----] followers, [----] engagements "$REGN reports tomorrow pre market. I am a buyer today. Cash pile over $16B with strong internal pipeline. A+ management. Cant afford any more delays on Eylea HD though thats a risk" [X Link](https://x.com/mathlonning/status/2016911436858216851) 2026-01-29T16:28Z [----] followers, [---] engagements "When buying $REGN at $78B market cap youre not only getting $16B+ in cash and equivalents (more once they update that tmrw) youre also getting DUPIXENT cash flows which are massive for a few more years and a few other strong franchises. What is not priced in at these levels in my opinion is the pipeline. Other pharma companies have spent billions on M&A that ultimately does not move the needle at all. $REGN R&D department and partnerships have produced several incredible drugs over the years and management is confident they have successful drugs in the pipeline today. The companys financial" [X Link](https://x.com/mathlonning/status/2016929017648336924) 2026-01-29T17:38Z [----] followers, [----] engagements "IV on the $REGN long dated call options is quite low. For every 1% move in the stock tomorrow those leaps will be moving 4.5% +- I am in" [X Link](https://x.com/mathlonning/status/2016938378512781795) 2026-01-29T18:15Z [----] followers, [---] engagements "Going into earnings pre market tomorrow $regn calls and commons make up 15% of my book" [X Link](https://x.com/mathlonning/status/2016980705281294835) 2026-01-29T21:04Z [----] followers, [---] engagements "$REGN management confident on current pipeline assets. Cash pile up to $18b+" [X Link](https://x.com/mathlonning/status/2017235327845597588) 2026-01-30T13:55Z [----] followers, [---] engagements "Management indicated that $REGN is developing what could be characterized as a next-generation Dupixent which if successful could meaningfully extend the durability and commercial lifespan of the franchise for several additional years. George mentioned a super-Dupixent which would even better than the current blockbuster. https://twitter.com/i/web/status/2017242041672184096 https://twitter.com/i/web/status/2017242041672184096" [X Link](https://x.com/mathlonning/status/2017242041672184096) 2026-01-30T14:22Z [----] followers, [---] engagements "$REGN George comments on their glp molecule are exciting. Worth a listen" [X Link](https://x.com/mathlonning/status/2017245377817457084) 2026-01-30T14:35Z [----] followers, [---] engagements "On another note recent memory market developments are extremely bullish $acmr Ive posted enough on this and its 20% of my book but theres still a lot of upside" [X Link](https://x.com/mathlonning/status/2017246742216102278) 2026-01-30T14:41Z [----] followers, [----] engagements "At this price $APP might be trading at [--] forward p/e growing 50%+ lol" [X Link](https://x.com/mathlonning/status/2017274593833328755) 2026-01-30T16:31Z [----] followers, [----] engagements "$TMDX is quietly selling off over the last few sessions but behind the scenes they continue to execute. I see them coming in at $157M +-1.5% revenues for Q4 [--]. While Q1 [--] currently boosts a better than expected start on pace for 22%+ YoY revenue growth with $175M+ revenue a possibility. US sales should still make up 95%+ of total revenues for Q1 [--] but as Italy and broader European expansion continues US share of total sales should decrease which does make it harder to track on a day by day basis. Going off recent management comments I expect [----] guidance to start at 20% rev growth at the" [X Link](https://x.com/mathlonning/status/2017288609049809066) 2026-01-30T17:27Z [----] followers, [----] engagements "HAPPY $ACMR ALL TIME HIGH TO THOSE WHO CELEBRATE IT Second time this week. Maybe third time" [X Link](https://x.com/mathlonning/status/2017332166540333440) 2026-01-30T20:20Z [----] followers, [---] engagements "My only moves today were selling $regn leaps at open and adding $tmdx leaps at close. Closed the month +32%. Thanks to $acmr and $asts" [X Link](https://x.com/mathlonning/status/2017354449233318197) 2026-01-30T21:49Z [----] followers, [----] engagements "$ACMR 55%+ since I initiated it. Leaps have returned over 150%. Thank you for playing. Happy all time high day and I expect strength going into next week. Recent news of Chinese companies aiming to build fabs quicker than initially projected is not yet priced in. YMCT and AXMT are customers of $ACMR and will be placing orders. https://twitter.com/i/web/status/2017374633235030290 https://twitter.com/i/web/status/2017374633235030290" [X Link](https://x.com/mathlonning/status/2017374633235030290) 2026-01-30T23:09Z [----] followers, [----] engagements "$PLTR is probably going to post the most insane revenue and margin growth and still be trading at 300x+ P/E after lmfao" [X Link](https://x.com/mathlonning/status/2018031488542105659) 2026-02-01T18:39Z [----] followers, 10.8K engagements "HAPPY $ACMR ALL TIME HIGH DAY TO THOSE WHO CELEBRATE IT" [X Link](https://x.com/mathlonning/status/2018341283342021059) 2026-02-02T15:10Z [----] followers, [---] engagements "$ORCL needs to cut the dividend. Fuck the shareholders. Its AGI or nothing" [X Link](https://x.com/mathlonning/status/2018360146913817052) 2026-02-02T16:25Z [----] followers, [----] engagements "$TMDX Q1 [----] earnings call still several months away but do not be surprised when they post 30%+ YoY revenue growth with expanding operating margins. One of the few growth companies outside the overcrowded sectors. Which makes it a solid way to diversify preventing overall portfolio drawdowns due to low correlation with other popular names. https://twitter.com/i/web/status/2018373264528257433 https://twitter.com/i/web/status/2018373264528257433" [X Link](https://x.com/mathlonning/status/2018373264528257433) 2026-02-02T17:17Z [----] followers, [----] engagements "Reminder this is going to be the first $APP quarter where e-commerce was available for select advertisers. If you like revenue growth acceleration with increasing operating margins (WE ALL DO) you may want to consider this. E-commerce is the largest TAM $APP has targeted and they are just starting to tap into the market. Theyre going to show better than expected revenue growth highlighting the quality of their ad software AXON. At current prices the R/R is compelling in my opinion. Theres major downside risk in case of a potential revenue slowdown though I see this scenario as quite unlikely" [X Link](https://x.com/mathlonning/status/2018452115820278112) 2026-02-02T22:31Z [----] followers, [----] engagements "I saw several posts last night talking about circuit breakers being activated in the US stock market today. Or black Monday or whatever cringe stuff people will say for engagement. Nasdaq and S&P500 both closed up over 0.5% lmfao panicans need to stop paying attention to Sunday night futures" [X Link](https://x.com/mathlonning/status/2018472513576259981) 2026-02-02T23:52Z [----] followers, [---] engagements "$LITE earnings tomorrow this is gapping up 20% after hours isnt it" [X Link](https://x.com/mathlonning/status/2018482692598460598) 2026-02-03T00:32Z [----] followers, [----] engagements "@davidestesbooks Mostly Jan [----] $100 $110 $120 Ive bought at close and sold at open July [----] $130 most days last couple weeks for 10% gain. The [----] ones I plan on holding for a quarter or two" [X Link](https://x.com/mathlonning/status/2018758417981325443) 2026-02-03T18:48Z [----] followers, [---] engagements "Paying close attention to $LITE numbers today after close. I have no position but it could affect some other names in the sector/ give a solid picture of supply/demand. Good luck to those involved IV is through the roof" [X Link](https://x.com/mathlonning/status/2018788002840162680) 2026-02-03T20:45Z [----] followers, [----] engagements "BOOM sold for 14% gain. Doesn't affect day PnL by much but every dollar counts. Tuning in for the call shortly $LITE nvm I'm in with [--] shares. nvm I'm in with [--] shares" [X Link](https://x.com/mathlonning/status/2018793658489909434) 2026-02-03T21:08Z [----] followers, [----] engagements "Remember when $CMG was trading at 40x NTM earnings lmfaoo why would anyone buy low growth with sinking margins on that multiple" [X Link](https://x.com/mathlonning/status/2018805241173758046) 2026-02-03T21:54Z [----] followers, [----] engagements "After listening to and analyzing $LITE earnings call I have come to the following conclusions: - Photonics has a place in the overall AI buildout and the fact that the company is unable to meet increasing demand means that photonics is a "bottleneck". - There are quite a few companies involved though $LITE seems to be a clear winner; hence the valuation. - AI investment winners in whatever niche have demonstrated STRONG margin expansion. I will personally be staying away from any names where margins have no appreciated considerably well ahead of sell-side estimates. - I will be researching" [X Link](https://x.com/mathlonning/status/2018843502902403349) 2026-02-04T00:26Z [----] followers, [----] engagements "The continuous hit pieces on $APP make me think that the numbers theyre going to post on the 11th are way better than what most bulls expect. I guarantee theres no vibe coding a software like AXON and if there was $META should be down big as well. $APP has many advantages over its competitors such as user interface and data collected over the years. It would take years for a new product to collect as much data. Excited to see what Adam has to say next Wednesday. https://twitter.com/i/web/status/2019088532372091030 https://twitter.com/i/web/status/2019088532372091030" [X Link](https://x.com/mathlonning/status/2019088532372091030) 2026-02-04T16:39Z [----] followers, [----] engagements "I took all my hedges off yesterday because I thought we were in the clear for today after $QQQ down 1.5%+ That was retarded. We were not in the clear. Sell off hitting me raw today. $APP $ASTS $ACMR $EOSE" [X Link](https://x.com/mathlonning/status/2019094386177634675) 2026-02-04T17:03Z [----] followers, [----] engagements "The good news is after recent developments there will be a LOT of eyes on the upcoming $APP earnings call/numbers release. Itll be a good opportunity for Adam to explain what the company does and why the moat is wider than it looks. Its a massive company but few people understand the dynamics of AXON and MAX. https://twitter.com/i/web/status/2019100960908558433 https://twitter.com/i/web/status/2019100960908558433" [X Link](https://x.com/mathlonning/status/2019100960908558433) 2026-02-04T17:29Z [----] followers, [----] engagements "$APP could go into earnings trading at sub 20x forward P/E growing net income 50%+ YoY" [X Link](https://x.com/mathlonning/status/2019112606464954458) 2026-02-04T18:15Z [----] followers, [----] engagements "$LLY showing $NVO that the better drug wins regardless of what hits the market first. Terrible planning and arrogance out of the $NVO team who had a head start in the largest healthcare TAM ever" [X Link](https://x.com/mathlonning/status/2019113663538549089) 2026-02-04T18:19Z [----] followers, [---] engagements "Im in for $COHR earnings with [---] shares at $205. Will add more if it goes under $200 before close. Sell order at $235" [X Link](https://x.com/mathlonning/status/2019115655145103701) 2026-02-04T18:27Z [----] followers, [----] engagements "Closed my $TSM position. At just over 20% cash currently. I plan on deploying 2% of my cash across $ASTS $TMDX and $ACMR equally today" [X Link](https://x.com/mathlonning/status/2019122874939040159) 2026-02-04T18:56Z [----] followers, [----] engagements "$APP may buy 2% of the float today. Assuming theres any buybacks left. Lmao" [X Link](https://x.com/mathlonning/status/2019123081764303351) 2026-02-04T18:57Z [----] followers, [----] engagements "Video game software margins are not good. Its okay to not like $APP though to say the valuation is high at current prices with the growth they have been posting is delusional. If you dont see that growth continuing you may want to buy puts because in that scenario the downside is unlimited. https://twitter.com/i/web/status/2019126251596967986 https://twitter.com/i/web/status/2019126251596967986" [X Link](https://x.com/mathlonning/status/2019126251596967986) 2026-02-04T19:09Z [----] followers, [---] engagements "@MT00674837 I am only for sure adding day of earnings. There has been better short-term plays and I don't expect meaningful reaction on $APP till numbers are out" [X Link](https://x.com/mathlonning/status/2019140103311094081) 2026-02-04T20:04Z [----] followers, [---] engagements "Added to $COHR after hours. At first glance I like the guidance. The margins were not as great as other sector winners have posted though the data center segment growth is solid" [X Link](https://x.com/mathlonning/status/2019160392950546488) 2026-02-04T21:25Z [----] followers, [---] engagements "To recap I tripled exposure to $COHR after hours at $180 average. I have now closed my entire position for 15% gain. Call is quite exciting but I had to capitalize on that large swing" [X Link](https://x.com/mathlonning/status/2019164855291531431) 2026-02-04T21:43Z [----] followers, [----] engagements "@DoucheBag168 Beautiful pic. Wish you had been here for the $COHR swing haha" [X Link](https://x.com/mathlonning/status/2019175417987620905) 2026-02-04T22:25Z [----] followers, [---] engagements "Several sell-side analysts reaffirmed their $APP price targets. Im sure there are hidden agendas behind that as always but it appears to be a consensus amongst all of them that $META is not immediately a threat. Well see how the situation plays out and what numbers are reported from $APP but I have seen no data to support AXON underperforming its competitors. Time will tell. Excited to see what ends up happening. Will $APP go to $0 Are the numbers fake We will see https://twitter.com/i/web/status/2019210561347846387 https://twitter.com/i/web/status/2019210561347846387" [X Link](https://x.com/mathlonning/status/2019210561347846387) 2026-02-05T00:44Z [----] followers, [----] engagements "Not even an earnings pre release with a major beat helped $RBRK it is treacherous out there" [X Link](https://x.com/mathlonning/status/2019433632180629974) 2026-02-05T15:31Z [----] followers, [---] engagements "This is a tough sell off all around but $TMDX price action on the day goes to show its low correlation to other names in the platform and why I think it deserves a place in a lot of portfolios regardless of strategy. Due to its niche medtech sector $TMDX is often unaffected by broader markets sell offs and can even appreciate in those periods. Cant wait for their earnings report and a potential re-rate of their shares. https://twitter.com/i/web/status/2019443615265878226 https://twitter.com/i/web/status/2019443615265878226" [X Link](https://x.com/mathlonning/status/2019443615265878226) 2026-02-05T16:10Z [----] followers, [----] engagements "$RDDT print today could have some effect that translates over to $APP will be watching closely for any clues regarding ads market" [X Link](https://x.com/mathlonning/status/2019460346105205144) 2026-02-05T17:17Z [----] followers, [----] engagements "They taking $7B+ of market cap from $NOW everyday ever since the CEO asked for $7B of market cap back on their earnings call Lmfaoo I think the magnitude of the sell-off is unwarranted but funny regardless. No position" [X Link](https://x.com/mathlonning/status/2019475402218193056) 2026-02-05T18:17Z [----] followers, [----] engagements "@roanokecap Sure thats true. Theyre always behind. But their point of a lesser multiple being warranted may be fair. Still $APP would be trading at a very low multiple if growth was to continue. Well see" [X Link](https://x.com/mathlonning/status/2019497288419406146) 2026-02-05T19:44Z [----] followers, [---] engagements "On publicly available data nothing has changed. Perhaps theres some news that is not public yet or something but unlikely. I was selling applovin in the 700s because the multiple was too high and downside real at those levels but in the 300s that downside is extremely limited imo. So r/r is there. https://twitter.com/i/web/status/2019499193644249181 https://twitter.com/i/web/status/2019499193644249181" [X Link](https://x.com/mathlonning/status/2019499193644249181) 2026-02-05T19:51Z [----] followers, [---] engagements "@ttisme2025 @Nietschecapital Dont worry hell see it. As chairman founder and ceo of the applovin cult @Nietschecapital shall lead $APP back to glory Cc: @dogballscapital and many others" [X Link](https://x.com/mathlonning/status/2019502719292309518) 2026-02-05T20:05Z [----] followers, [---] engagements "@PatrickJensenX Definitely will crush. Reaction probably depends on overall market sentiment that day if it follows those other names' reactions" [X Link](https://x.com/mathlonning/status/2019524425675309454) 2026-02-05T21:31Z [----] followers, [---] engagements "Made a small $tmdx add today. No other moves. Roughly 22% in cash. Closed the day down 2.5% and realized gains on covered calls I sold yesterday on $asts and $acmr YTD +25% and I think Im very well positioned to navigate current market state. Excited for $TMDX $ACMR and $APP earnings. https://twitter.com/i/web/status/2019534981044007371 https://twitter.com/i/web/status/2019534981044007371" [X Link](https://x.com/mathlonning/status/2019534981044007371) 2026-02-05T22:13Z [----] followers, [----] engagements "Feeling great with $TMDX at 20%+ of my book. Data looks increasingly better every day and theres several growth levers that will be unlocked soon. Averaging just over [--] flights/day for the year so far and that should accelerate into March. Assuming ground ops have stayed roughly flat QoQ the total case growth in Q1 [--] is likely well over 30% YoY. With ongoing next gen ocs trials ahead of schedule and European expansion underway there is a lot to look forward to in the upcoming earnings call. Execution has been solid for several quarters now and no delays have been experienced. EPS is" [X Link](https://x.com/mathlonning/status/2019558475848892648) 2026-02-05T23:47Z [----] followers, [----] engagements "@malpatta1 Ad growth on $rddt does paint a picture on what that segment may look like for $app" [X Link](https://x.com/mathlonning/status/2019558890686542125) 2026-02-05T23:48Z [----] followers, [---] engagements "@Sumeet2692 I cover healthcare closely $mck and $dva earnings were very well received. So was $lly What you say is possible but healthcare earnings beats have been well received" [X Link](https://x.com/mathlonning/status/2019579210906710163) 2026-02-06T01:09Z [----] followers, [---] engagements "Theyre going to be handing out campaign ribbons to people coming back from $IGV tours lmfao Folks going through it. Debilitated after a couple rotations in the software trenches. #nasdaquistan $APP $NOW $TEAM $SNOW $CRM" [X Link](https://x.com/mathlonning/status/2019660608308933082) 2026-02-06T06:33Z [----] followers, [---] engagements "Its nice to see a lot of names displaying recovery though I dont necessarily buy it. Nothing really changed from yesterday the sell-off was unwarranted and over done in my opinion but I dont know why it halted. For that reason Ill be going into the weekend with more hedges than I usually do. Im okay with capping the upside by a few percentage points here" [X Link](https://x.com/mathlonning/status/2019803358882836623) 2026-02-06T16:00Z [----] followers, [----] engagements "@mmonis @jimbok2204 @T2W25 Didnt realize you were that into tmdx nice" [X Link](https://x.com/mathlonning/status/2019804813685620879) 2026-02-06T16:06Z [----] followers, [---] engagements "@SPACMANAGER This is a solid take Troll. I dont like iren but the rev miss was due to btc business. If they continue to execute the energy plan theyre going to do great" [X Link](https://x.com/mathlonning/status/2019810380231709067) 2026-02-06T16:28Z [----] followers, [---] engagements "@DoucheBag168 Congrats on the gains Ill send the bill later hahaha" [X Link](https://x.com/mathlonning/status/2019856551901860179) 2026-02-06T19:31Z [----] followers, [--] engagements "$BE stock today is one of the best examples of IV crush Ive seen in a long time. Option chain expiring today is destroyed. Itll likely go higher next week but it goes to show lottery 1DTE options cant be called an investment and should be looked at as a gamble" [X Link](https://x.com/mathlonning/status/2019858021724324059) 2026-02-06T19:37Z [----] followers, [----] engagements "@Nietschecapital IV on $be was over 400% Reddit is probably being hit by lower expected vol but to a much lesser extent. Id think theres a little more to the Reddit story than just iv crush" [X Link](https://x.com/mathlonning/status/2019860411940790335) 2026-02-06T19:47Z [----] followers, [---] engagements "@Nietschecapital Actually I take back what I said rddt iv was up there as well. Definitely iv crush" [X Link](https://x.com/mathlonning/status/2019861172166812121) 2026-02-06T19:50Z [----] followers, [---] engagements "@Nietschecapital Yes it was better than I expected. Also the fact the money per impression or whatever grew significantly bodes well for applovin. Their software is better so their growth in that department should be greater" [X Link](https://x.com/mathlonning/status/2019862369963589642) 2026-02-06T19:54Z [----] followers, [---] engagements "@UltraGazoo Thank you for reading Ultra Gazoo" [X Link](https://x.com/mathlonning/status/2020235686570610862) 2026-02-07T20:38Z [----] followers, [--] engagements "@PaRk_Invest Lets go" [X Link](https://x.com/mathlonning/status/2020314428760289326) 2026-02-08T01:51Z [----] followers, [--] engagements "@chipflare Its a great company. Multiple reflects that. But eps growing at an impressive rate and international business provides some diversification that Im interested in" [X Link](https://x.com/mathlonning/status/2020566771271385319) 2026-02-08T18:33Z [----] followers, [---] engagements "@PPointpass31044 Earnings due late February and its one of the few semiconductor chain companies trading at a reasonable multiple. Theres been news of increasing investment coming out of Chinese companies. People are going to have fomo and bid it up all the way to earnings" [X Link](https://x.com/mathlonning/status/2020716710744244308) 2026-02-09T04:29Z [----] followers, [--] engagements "$BE with a strong move to the upside after clearing out the options chain. $BE stock today is one of the best examples of IV crush Ive seen in a long time. Option chain expiring today is destroyed. Itll likely go higher next week but it goes to show lottery 1DTE options cant be called an investment and should be looked at as a gamble $BE stock today is one of the best examples of IV crush Ive seen in a long time. Option chain expiring today is destroyed. Itll likely go higher next week but it goes to show lottery 1DTE options cant be called an investment and should be looked at as a gamble" [X Link](https://x.com/mathlonning/status/2020914615840821377) 2026-02-09T17:36Z [----] followers, [---] engagements "@Mikimmykim [---] on my shares; ive realized a lot of gains on calls earlier this year; also taken some shares for day trades; core position [---] though" [X Link](https://x.com/mathlonning/status/2020938244754710657) 2026-02-09T19:09Z [----] followers, [--] engagements "@buylowandwait I have actively traded tmdx shares and options daily" [X Link](https://x.com/mathlonning/status/2020942083759145167) 2026-02-09T19:25Z [----] followers, [--] engagements "$TMDX held convincingly during the growth sell-off last week and has shown resilience for over a year throughout broader market uncertainties; with several near-term catalysts and better-than-expected start to the year upcoming earnings call could provide the spark theyve needed for a breakout towards ATHs. Strong guidance and good updates on expansion plans/trials may be that spark. Long $TMDX https://twitter.com/i/web/status/2020974151591395441 https://twitter.com/i/web/status/2020974151591395441" [X Link](https://x.com/mathlonning/status/2020974151591395441) 2026-02-09T21:32Z [----] followers, [----] engagements "$APP under $360 might go down as one of the best SaaS apocalypse opportunities. Congrats to those who added" [X Link](https://x.com/mathlonning/status/2021015893963309545) 2026-02-10T00:18Z [----] followers, [----] engagements "@jb_equities Nice buy" [X Link](https://x.com/mathlonning/status/2021092622899744900) 2026-02-10T05:23Z [----] followers, [---] engagements "Big day for software companies. It does appear the market has picked some winners deserving of a premium multiple $DDOG $NOW and some losers who may legitimately go to [--] $MNDY $UPWK" [X Link](https://x.com/mathlonning/status/2021250662130958491) 2026-02-10T15:51Z [----] followers, [---] engagements "Old heads/boomers bought the shit out of this $SPGI $MCO sell off 🤣" [X Link](https://x.com/mathlonning/status/2021251300525002756) 2026-02-10T15:53Z [----] followers, [---] engagements "Bought [--] contract of the Jan [----] $100 strike price. I went into [----] with the $60 ones for the same date but sold them for 200% gain so just moving strike prices for now. Though the ones I bought today I dont mind selling today or tomorrow. If price recovers algorithmically. For longer term hold Id have to wait for $tmdx or $acmr to catch up a bit weighting wise and Id start looking at Jan [----] ITM contracts. https://twitter.com/i/web/status/2021309322463150583 https://twitter.com/i/web/status/2021309322463150583" [X Link](https://x.com/mathlonning/status/2021309322463150583) 2026-02-10T19:44Z [----] followers, [--] engagements "@Ad_Quant @tasha463726 lol I guess it was a banger" [X Link](https://x.com/mathlonning/status/2021313750725427323) 2026-02-10T20:02Z [----] followers, [--] engagements "I agree itll be a great quarter. I wanna be positioned for an immediate algo sell off at 406pm once numbers come out and recovery shortly after and then I also see a chance of stock opening flat or up slightly so they can clear out the options chain. But ultimately stock will be in that range you mentioned soon after. I just wanna be prepared for all potential outcomes and capitalize on them if possible. https://twitter.com/i/web/status/2021314895678206370 https://twitter.com/i/web/status/2021314895678206370" [X Link](https://x.com/mathlonning/status/2021314895678206370) 2026-02-10T20:06Z [----] followers, [---] engagements "In for $NET earnings with [----] shares. Let the SaaS games begin" [X Link](https://x.com/mathlonning/status/2021327263103582544) 2026-02-10T20:55Z [----] followers, [----] engagements "CEO was retweeting Winter Olympics videos 1h before earnings lmfao. Too easy. Bought at $181 sold at $200 Im out. Drinks on me if anyone in Tiburon tonight. $NET In for $NET earnings with [----] shares. Let the SaaS games begin. In for $NET earnings with [----] shares. Let the SaaS games begin" [X Link](https://x.com/mathlonning/status/2021332883227734415) 2026-02-10T21:18Z [----] followers, [----] engagements "Yeah Ive seen enough. $RBRK going to crush he already released a major beat preemptively but backlog and future prospects probably getting better daily. Fired up. Go Rubrik https://t.co/LudQT2Ukhp Fired up. Go Rubrik https://t.co/LudQT2Ukhp" [X Link](https://x.com/mathlonning/status/2021337492830777543) 2026-02-10T21:36Z [----] followers, [----] engagements "@invest_alph Applovin is a much bigger company and wont be involved in a pre announcement unless scheduled before hand. I was referencing not buying last week as I saw better opportunity cost elsewhere. I have started building my position back up again today and will increase it tomorrow" [X Link](https://x.com/mathlonning/status/2021369505524613553) 2026-02-10T23:43Z [----] followers, [---] engagements "@Nietschecapital Tech folk did not appreciate this one lmfao Premium valuation for what some consider an increasingly valuable asset. Time will tell if worth it or not. Not that big of a deal to question why something trades at such multiples" [X Link](https://x.com/mathlonning/status/2021371077029736940) 2026-02-10T23:49Z [----] followers, [---] engagements "@felix39990211 @roanokecap Are you saying if one is long they dont want a gamma squeeze to ultimately lead to an unwind later on I didnt quite understand your point" [X Link](https://x.com/mathlonning/status/2021382963657929174) 2026-02-11T00:37Z [----] followers, [--] engagements "Bought calls today lol it gon print. $ASTS AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z" [X Link](https://x.com/mathlonning/status/2021396184796103014) 2026-02-11T01:29Z [----] followers, [----] engagements "Massive $ASTS orders today foreshadowing the news. #they knew" [X Link](https://x.com/mathlonning/status/2021404304368861279) 2026-02-11T02:01Z [----] followers, [----] engagements "@jb_equities It may be but its wise to be ready for all possible outcomes imo" [X Link](https://x.com/mathlonning/status/2021405982828659030) 2026-02-11T02:08Z [----] followers, [--] engagements "AI will lead to many breakthroughs in all kinds of areas of knowledge ultimately leading to the creation and development of many new areas of study and etc. Therefore I believe there will be many new jobs created by the advancement of this technology. In contrast to the many jobs that will become obsolete. No reason to panic about AI taking your job humans will adapt. They always do. The stars are right there we just need to aim for them. https://twitter.com/i/web/status/2021441756148138419 https://twitter.com/i/web/status/2021441756148138419" [X Link](https://x.com/mathlonning/status/2021441756148138419) 2026-02-11T04:30Z [----] followers, [---] engagements "Ramping up the $APP buys. Now 6% of my book. Plan on going into close with it at 10%. If it dips when numbers come out Ill make it 20%" [X Link](https://x.com/mathlonning/status/2021613677858722162) 2026-02-11T15:53Z [----] followers, [----] engagements "Solid earnings sold for 4% gain. Small position but need money for $APP I initiated a position in $WAB I like the diversified revenues across the world and the exposure to hard assets in the real world. The company is not cheap by any means but double digit eps growth bundled with margin expansion and a massive backlog is enticing. My plan is I initiated a position in $WAB I like the diversified revenues across the world and the exposure to hard assets in the real world. The company is not cheap by any means but double digit eps growth bundled with margin expansion and a massive backlog is" [X Link](https://x.com/mathlonning/status/2021622109517316486) 2026-02-11T16:27Z [----] followers, [----] engagements "They mightve hired the $SMCI guys to cook these numbers 😂 BREAKING: The US economy added [------] jobs in January crushing expectations of [-----]. The unemployment rate FELL to 4.3% below expectations of 4.4%. This was a much stronger than expected jobs report all around the board. The Fed pause will continue. BREAKING: The US economy added [------] jobs in January crushing expectations of [-----]. The unemployment rate FELL to 4.3% below expectations of 4.4%. This was a much stronger than expected jobs report all around the board. The Fed pause will continue" [X Link](https://x.com/mathlonning/status/2021634941646516497) 2026-02-11T17:18Z [----] followers, [----] engagements "@smallmidcaps If growth slows down 15-25x forward earnings. If growth accelerates 30x-40x forward earnings If flattens 25x-30x forward earnings All in my opinion ofc. But thats what Id pay for it. At $445 its somewhere in between 25x-35x I havent done the exact math" [X Link](https://x.com/mathlonning/status/2021638048623272207) 2026-02-11T17:30Z [----] followers, [---] engagements "@Ad_Quant Refer to the fireside chat Adam had with UBS. Clues are there" [X Link](https://x.com/mathlonning/status/2021654854289289384) 2026-02-11T18:37Z [----] followers, [---] engagements "$U results do not have direct correlation to $APP guidance. Its an unfortunate day for $U shareholders but $APP guidance may still come in ahead of whisper number. I know people in here dont like listening to earnings calls much less listening to fireside conference chats and even less reading financial statements. But the clues are all there. This is not investment advice and solely my opinion; but I see AXON proprietary algorithm as the best in the adtech business. As they continue to open up to more advertisers and actually start to advertise their platform $APP continues to expand" [X Link](https://x.com/mathlonning/status/2021656820604186668) 2026-02-11T18:45Z [----] followers, [----] engagements "@estrogenstrong Good luck out there" [X Link](https://x.com/mathlonning/status/2021662444863750543) 2026-02-11T19:07Z [----] followers, [---] engagements "Reminder that my DMs are open so if you want to make fun of me in case of a major $APP selloff feel free to" [X Link](https://x.com/mathlonning/status/2021679042005807416) 2026-02-11T20:13Z [----] followers, [----] engagements "I see a whole lot of acceleration. $APP" [X Link](https://x.com/mathlonning/status/2021696669562159141) 2026-02-11T21:23Z [----] followers, [----] engagements "@mmonis I did give out the gameplan like [--] weeks ago lol Itll be awkward if it sell off during call hahaha" [X Link](https://x.com/mathlonning/status/2021697515809288660) 2026-02-11T21:27Z [----] followers, [---] engagements "Today the $APP cult has been officially launched. Thanks for all contributors: @Nietschecapital @dogballscapital @Ad_Quant @PaRk_Invest and many others" [X Link](https://x.com/mathlonning/status/2021699934672585021) 2026-02-11T21:36Z [----] followers, [----] engagements "Another point Id like to bring attention to: Adam is usually conservative with his $APP guidances. This time he went a little more aggressive than previous quarters. Therefore I strongly believe acceleration continues into the following quarters. Im assuming the feedback to be shared on the earnings call shortly will be that AXON has been extremely well received by customers and theyre begging for more access. Exciting to see acceleration of all important metrics. https://twitter.com/i/web/status/2021702988256149627 https://twitter.com/i/web/status/2021702988256149627" [X Link](https://x.com/mathlonning/status/2021702988256149627) 2026-02-11T21:48Z [----] followers, [----] engagements "$APP call going great. Adam mentioning how AI is a tailwind. Exactly as I mentioned earlier. All eyes on this. And hes explaining the business to those who are unfamiliar with it. $U results do not have direct correlation to $APP guidance. Its an unfortunate day for $U shareholders but $APP guidance may still come in ahead of whisper number. I know people in here dont like listening to earnings calls much less listening to fireside conference chats $U results do not have direct correlation to $APP guidance. Its an unfortunate day for $U shareholders but $APP guidance may still come in ahead" [X Link](https://x.com/mathlonning/status/2021706944361476436) 2026-02-11T22:04Z [----] followers, [----] engagements "$ASTS offering looks rough on AH price action but reinforces the companys balance sheet by buying shorter term debt and issuing longer term debt If sell off persists at open Im a buyer. Totally see them announcing great news on BB batches and next launch soon" [X Link](https://x.com/mathlonning/status/2021707673541259749) 2026-02-11T22:07Z [----] followers, [----] engagements "Also worth noting: $APP CFO mentioned he does not see anything affecting margins (referring to competition) other than the possibility of AppLovin spending money to advertise their own platform. Which would drive increased revenue growth acceleration. Initial thoughts after $APP call: AI is a tailwind and AXON model is and will continue to be the best in the adtech business. $META competition concerns overstated based off of unrealistic fears. Theres room for revenue growth to continue accelerating over the next quarters. Initial thoughts after $APP call: AI is a tailwind and AXON model is" [X Link](https://x.com/anyuser/status/2021727654060372457) 2026-02-11T23:26Z [----] followers, [----] engagements "@_DomDav Nice catch. Way to pay attention. It was getting annoying with all the repetitive questions regarding meta" [X Link](https://x.com/mathlonning/status/2021731653144784984) 2026-02-11T23:42Z [----] followers, [---] engagements "$APP I was at $17.5 FY2026E EPS before todays call. I am now at $19 EPS. Therefore at $430/share stock trades at roughly 22x forward P/E with accelerating revenue growth and [---] Rule of [--]. Interesting valuation" [X Link](https://x.com/anyuser/status/2021738339347706176) 2026-02-12T00:09Z [----] followers, [----] engagements "I was also vocal on the importance of taking advantage of the high implied volatility surrounding $APP today. I mentioned how even if the stock was up big a lot of the options would be worthless tomorrow. Selling covered calls (my preferred method of hedging in special situations like this) underperforms just holding on to your shares in the long run. With that being said we are in a market featuring unforeseen circumstances where implied volatility is way higher than the historical average while realized volatility is in line with the historical average. Therefore premiums paid for insurance" [X Link](https://x.com/anyuser/status/2021747962448429282) 2026-02-12T00:47Z [----] followers, [----] engagements "@iconoclaast Refer to recent $rddt $be and others reactions. But I understand what youre saying it can definitely hinder returns when it goes against you" [X Link](https://x.com/mathlonning/status/2021751381380763673) 2026-02-12T01:01Z [----] followers, [---] engagements "@masayoshisson Sure thats a good take. A lot of these businesses should have tv priced in from now on. But I do think there will be winners emerging deserving of a premium. Though obviously opportunity cost elsewhere. Thats a real concern youre right" [X Link](https://x.com/mathlonning/status/2021754066041549301) 2026-02-12T01:11Z [----] followers, [--] engagements "@JayBahel @JonahLupton @KabraxFX @POLR_Investing Outstanding work thanks for sharing. Data look great" [X Link](https://x.com/mathlonning/status/2021786804597510540) 2026-02-12T03:21Z [----] followers, [---] engagements "FWIW every [--] or [--] weeks $TMDX has a significant decline in flights for [--] hours. I assume that there is a real logistical/operational reason for this. I cant pinpoint exactly what it is but it could be answered by asking $TMDX team. (They dont like answering questions regarding flight data lol). Anyways just wanted to point out that flights always recover back to whatever they were averaging before this reset Does anyone have anything to add on this https://twitter.com/i/web/status/2021787807686307957 https://twitter.com/i/web/status/2021787807686307957" [X Link](https://x.com/anyuser/status/2021787807686307957) 2026-02-12T03:25Z [----] followers, [----] engagements "@sam_to Great comparison. Facebook was one the first to take advantage of an algorithm ability to learn from massive amounts of data and AppLovin is looking to do the same" [X Link](https://x.com/mathlonning/status/2021813257594614038) 2026-02-12T05:06Z [----] followers, [---] engagements "I added $asts leaps $app shares and $Tmdx leaps and shares today" [X Link](https://x.com/anyuser/status/2021982067811287547) 2026-02-12T16:17Z [----] followers, [----] engagements "@smallmidcaps Sure theres probably some who dont. But on the call main worry was $meta competition. Which they said isnt a threat but market likely wants them to prove so in the next few quarters. Growth accelerated so I am actually fine with paying sub 20x ntm pe here" [X Link](https://x.com/mathlonning/status/2021993382428782780) 2026-02-12T17:02Z [----] followers, [--] engagements "@Jxyhsns Might be 20x forward pe at this price lol" [X Link](https://x.com/mathlonning/status/2021993523244056681) 2026-02-12T17:03Z [----] followers, [--] engagements "@stonk_wisdom Lmfao stonk u need to stop catching knifes lol But it does look like a deal here" [X Link](https://x.com/mathlonning/status/2022011193716842925) 2026-02-12T18:13Z [----] followers, [---] engagements "@stonk_wisdom I like app a lot better than shop. Even at a higher multiple which currently is not the case" [X Link](https://x.com/mathlonning/status/2022013480296231047) 2026-02-12T18:22Z [----] followers, [--] engagements "An important update and great work from Mr Bahel here. As highlighted on the spreadsheet $TMDX market share continues to rise in DCD procedures. And that number should pick up as enhance and denovo trials continue. Data continues to support a beat on Q4 [--] and a strong [----] initial guidance. $tmdx @JonahLupton @KabraxFX @POLR_Investing @mathlonning -Got Jan numbers in from OPTN everything ties out with what @POLR_Investing shared as well. I also included DBD numbers - which start to become a big deal for not just Liver but Heart (given ENHANCE). -Purple box https://t.co/0DM3ElGRCR $tmdx" [X Link](https://x.com/anyuser/status/2022028514627838090) 2026-02-12T19:22Z [----] followers, [----] engagements "I just realized Paul George was doing in between the legs windmill dunks pre game the game before his drug test like he was still playing for the Pacers 🤣 They mustve seen that and immediately knew to drug test him lmao" [X Link](https://x.com/mathlonning/status/2022381020969111898) 2026-02-13T18:43Z [----] followers, [---] engagements "$TMDX Morgan Stanley CONFERENCE NOTES Earlier today (SEP 8th 2025) $TMDX CEO Waleed presented at the MS healthcare conference. He shed light on important topics and answered questions I was hoping would be brought up. - Transitioning from 20% of operations done through the ground to 40% this quarter (q3). He said tracking flights is great for those who have nothing else to do (lol) but that does not accurately depict what the company is doing. Yes there is seasonality and overall transplant volume is down across the entire US. $TMDX knew that was coming and is well positioned to meet yearly" [X Link](https://x.com/mathlonning/status/1965125025918509535) 2025-09-08T18:48Z [----] followers, 14.3K engagements "$TMDX fcf generation and margins have improved quicker than any analyst expected. Theres basically no talk of the company being a buyout candidate but with solid margins in a fairly niche sector they may warrant a look. Perhaps GE healthcare/ Siemeens healthineers or J&J could take a look J&J not scared to pay over 10x sales for medtech and $tmdx trading at 7x [----] sales. I have no idea if Waleed would even consider selling but this is something can give these bigger players a growth level for the foreseeable future. https://twitter.com/i/web/status/2005795006964195587" [X Link](https://x.com/mathlonning/status/2005795006964195587) 2025-12-30T00:16Z [----] followers, [----] engagements "Remember when $ALNY market cap was bigger than $REGN for a bit lol" [X Link](https://x.com/mathlonning/status/2010814330082652503) 2026-01-12T20:41Z [----] followers, [----] engagements "YMTC and CXMT are expected to accelerate capital expenditures beyond initial forecasts. A key beneficiary of this increased investment will be suppliers critical equipment required to support their expansion initiatives. Guess what company stands to benefit $ACMR long and strong. https://twitter.com/i/web/status/2017314602628128979 https://twitter.com/i/web/status/2017314602628128979" [X Link](https://x.com/mathlonning/status/2017314602628128979) 2026-01-30T19:10Z [----] followers, [----] engagements "$TMDX will finish the month (January 2026) with roughly [---] flights. This will make for over 20% YoY growth in flights. Bundle that with the fact that: The company has been transitioning from 20% of the business being done through the ground a couple years back to now nearing 40% of the business being done through the ground. Meaning more transplants that we cannot track on a day to day basis. And that: Heart/Lung trials may be responsible for an increased revenue per transplant number overall for the company. And that: European expansion is underway with operations in Italy already" [X Link](https://x.com/mathlonning/status/2017713502908256604) 2026-01-31T21:36Z [----] followers, [----] engagements "$TMDX and $ACMR make up 50% of my book. February is going to be a fun month with both companies reporting earnings on the same week most likely. I dont see the market going through a significant correction any time soon though if that were to happen these two companies would likely still outperform; $TMDX due to the fact transplants wont slowdown regardless of market conditions and $ACMR due to the fact China is going to continue ramping up production of fabs for the foreseeable future. https://twitter.com/i/web/status/2018101085517590686 https://twitter.com/i/web/status/2018101085517590686" [X Link](https://x.com/mathlonning/status/2018101085517590686) 2026-02-01T23:16Z [----] followers, [----] engagements "$ACMR balance sheet is well-positioned to support incremental investment in the United States strengthening the companys long-term growth outlook. While ACM Shanghai is expected to perform well in the near term sustained value creation will ultimately depend on expanding domestic U.S. capabilities. The recent sale of ACMS shares by $ACMR provides additional capital flexibility enabling management to pursue the development of new US-based facilities more aggressively. If the companys advanced packaging solutions demonstrate competitive performance relative to alternative offerings ACMR is" [X Link](https://x.com/mathlonning/status/2018485581538574636) 2026-02-03T00:43Z [----] followers, [----] engagements "Another $ACMR all time high. Drinks on me tonight" [X Link](https://x.com/mathlonning/status/2018710053914591598) 2026-02-03T15:35Z [----] followers, [---] engagements "@JoseRestonVA Give me an example of an European company outperforming a US competitor $ASML is the only that comes to mind and outsized returns couldve been made on other areas of the sector. European regulators are ruining their innovation capabilities" [X Link](https://x.com/mathlonning/status/2018740611554369776) 2026-02-03T17:37Z [----] followers, [---] engagements "@SwetalP41290270 $asts $tmdx $acmr $eose $tsm ive trimmed tsm significantly this year. the other names i have realized gains on options while keeping the shares i started the year with" [X Link](https://x.com/mathlonning/status/2018805754820792738) 2026-02-03T21:56Z [----] followers, [---] engagements "@jaysyoon This is a solid argument. I think its important to notice coherent still has some legacy business dragging some numbers down. If excluding legacy businesses and counting only data center/AI investment the growth numbers look a lot better" [X Link](https://x.com/mathlonning/status/2019258735265533974) 2026-02-05T03:56Z [----] followers, [---] engagements "$AMZN is likely raising capex ahead of consensus estimates. This is a winner takes all weapons run and no hyperscaler wants to be left behind. I see no reason to panic away from the semiconductor sector. I am exposed through $ACMR but Id expect many names to outperform for the foreseeable future. https://twitter.com/i/web/status/2019504874015322427 https://twitter.com/i/web/status/2019504874015322427" [X Link](https://x.com/mathlonning/status/2019504874015322427) 2026-02-05T20:14Z [----] followers, [----] engagements "Burry needs to hang it up. No upside infinite downside pitch. Fucking insane" [X Link](https://x.com/mathlonning/status/2019533200310300917) 2026-02-05T22:06Z [----] followers, [----] engagements "I am against any form of accounting tricks and will look at financial statements dating back several quarters on companies I like. With that being said I have found no red flags on any of applovins accounting practices. The issue is growth and margins (140 rule of 40) are so incredibly out of the ordinary people want to scream fraud. https://twitter.com/i/web/status/2019802185610195264 https://twitter.com/i/web/status/2019802185610195264" [X Link](https://x.com/mathlonning/status/2019802185610195264) 2026-02-06T15:55Z [----] followers, [---] engagements "Back to regular programming I guess which features $ACMR making new all time highs [--] times a week" [X Link](https://x.com/mathlonning/status/2019816050901361149) 2026-02-06T16:50Z [----] followers, [---] engagements "$ACMR call options printing American currency today. Drinks on me again. Mightve been the best call of my career when accounting for r/r downside risk and etc" [X Link](https://x.com/mathlonning/status/2019850595591696795) 2026-02-06T19:08Z [----] followers, [---] engagements "Spent the weekend looking into industrial/manufacturing sector stocks and naturally all the blue chips $CAT $DE $CMI look great but one that doesnt get as much attention and is guiding double digit EPS cagr for the next [--] years with expanding operating margins is $WAB I am tempted to take a position before their earnings report Wednesday pre market and reassess after the print. https://twitter.com/i/web/status/2020565976862101654 https://twitter.com/i/web/status/2020565976862101654" [X Link](https://x.com/mathlonning/status/2020565976862101654) 2026-02-08T18:30Z [----] followers, [----] engagements "@James9109459951 Still a few weeks away I wont be taking a good look until closer. I expect backlog to continue to trend higher" [X Link](https://x.com/mathlonning/status/2020674923241615456) 2026-02-09T01:43Z [----] followers, [--] engagements "@James9109459951 Nice $acmr should hit new ath this week" [X Link](https://x.com/mathlonning/status/2020681358407061683) 2026-02-09T02:09Z [----] followers, [--] engagements "$ACMR should make a couple new ATHs this week. Cant wait" [X Link](https://x.com/mathlonning/status/2020705489399816603) 2026-02-09T03:45Z [----] followers, [----] engagements "I never pulled the trigger on the $APP dip as I am waiting for the day of the earnings call to do so though it does bring a smile to my face to see panicans selling their shares cheap for lack of understanding of the business" [X Link](https://x.com/mathlonning/status/2020914107315355796) 2026-02-09T17:34Z [----] followers, [----] engagements "This is an update on what I currently hold and their approximate weightings: YTD performance: +32% $asts = 30% $acmr = 23% Cash = 20% $tmdx = 19% $eose = 4% $app = 3% $strl $wab $ppih $myrg $embj = less than 1% each My turnover is over 100% so things change quickly. Id like to increase stakes in all the ones I have tiny positions but theres been no significant pullbacks. Ive realized profits on options along the way. Taking advantage of high implied volatility. https://twitter.com/i/web/status/2020933541207658618 https://twitter.com/i/web/status/2020933541207658618" [X Link](https://x.com/mathlonning/status/2020933541207658618) 2026-02-09T18:51Z [----] followers, [----] engagements "@Eriic1481 For example tsm was tiny up until [----] and it became 80% weight at one point; Same with Tmdx which was small from [----] up until after the January short report then it became massive" [X Link](https://x.com/mathlonning/status/2020959578389938598) 2026-02-09T20:34Z [----] followers, [---] engagements "$ACMR to announce earnings on February 26th pre market. This is significant because theres an options chain expiring on February 20th. Ive personally sold $75 calls expiring then and Im assuming these will be worth a lot less tomorrow. Time will tell. Cant wait for the report and margins guidance. https://twitter.com/i/web/status/2020969720594432058 https://twitter.com/i/web/status/2020969720594432058" [X Link](https://x.com/mathlonning/status/2020969720594432058) 2026-02-09T21:15Z [----] followers, [---] engagements "@KyleReedTrader @Investinc_Intel I know we dont agree on that but I doubt the stock triples from here into 2030" [X Link](https://x.com/mathlonning/status/2021387011886874997) 2026-02-11T00:53Z [----] followers, [--] engagements "There it is Happy $ACMR all time high day to those who celebrate it $ACMR should make a couple new ATHs this week. Cant wait. $ACMR should make a couple new ATHs this week. Cant wait" [X Link](https://x.com/mathlonning/status/2021610000045469981) 2026-02-11T15:39Z [----] followers, [---] engagements "@PPointpass31044 $ACMR does Hahah I wouldnt be surprised if applovin sold off initially but I am confident it recovers throughout the call" [X Link](https://x.com/mathlonning/status/2021624058971029548) 2026-02-11T16:35Z [----] followers, [---] engagements "Reposting this because $ACMR is up over 70% YTD. More people need to read my quarterly letter from December aging like wine. My top picks for [----] and their returns were: $TMDX = 98% $TSM = 51% If you added on dips the returns were even higher. For [----] my top picks are: $ACMR $ASTS Lets see what the future holds. My top picks for [----] and their returns were: $TMDX = 98% $TSM = 51% If you added on dips the returns were even higher. For [----] my top picks are: $ACMR $ASTS Lets see what the future holds" [X Link](https://x.com/mathlonning/status/2021640972640428467) 2026-02-11T17:42Z [----] followers, [----] engagements "$ACMR up 77% from December 31st closing price to current price. What an amazing opportunity this was. Thanks for playing" [X Link](https://x.com/mathlonning/status/2021670278062125508) 2026-02-11T19:38Z [----] followers, [---] engagements "Sold $acmr covered calls expiring on Feb 20th" [X Link](https://x.com/mathlonning/status/2021672913301385564) 2026-02-11T19:49Z [----] followers, [---] engagements "@biggmichaelmike Thanks for reading Mr Zimmermann" [X Link](https://x.com/mathlonning/status/2021677895522103572) 2026-02-11T20:09Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mathlonning Matheus Lonning
Matheus Lonning posts on X about $tmdx, $app, $acmr, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +15%
- [--] Month [-------] +94%
- [--] Months [---------] +108%
- [--] Year [---------] +65%
Mentions: [--] #
- [--] Week [---] +2.70%
- [--] Month [---] +89%
- [--] Months [-----] +850%
- [--] Year [-----] +11,143%
Followers: [-----] #
- [--] Week [-----] +7.90%
- [--] Month [-----] +27%
- [--] Months [-----] +556%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 42.68% finance 26.02% technology brands 9.76% social networks 3.25% countries 1.63% cryptocurrencies 1.63% travel destinations 0.81% automotive brands 0.41% exchanges 0.41%
Social topic influence $tmdx #11, $app #116, $acmr #13, in the 6.91%, $asts #275, applovin #128, company 4.88%, meta 4.88%, business 4.47%, $regn 4.47%
Top accounts mentioned or mentioned by @nietschecapital @manthantweets1 @douchebag168 @mikimmykim @masayoshisson @jonahlupton @james9109459951 @ad_quant @stonk_wisdom @lngtermcapital @mmonis @ppointpass31044 @smallmidcaps @kabraxfx @polrinvesting @jxyhsns @foliotrail @roanokecap @dogballscapital @adquant
Top assets mentioned TransMedics Group, Inc. Common Stock (TMDX) AppLovin Corporation (APP) ACM Research, Inc. Class A Common Stock (ACMR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Regeneron Pharmaceuticals Inc (REGN) Metadium (META) Reddit, Inc. (RDDT) Westinghouse Air Brake Technologies Corp (WAB) Unity Software Inc. (U) WaterBridge Infrastructure LLC (WBI) Eos Energy Enterprises, Inc. (EOSE) Taiwan Semiconductor (TSM) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Bloom Energy Corporation (BE) Now Coin (NOW) Eli Lilly and Company (LLY) Rubrik, Inc. (RBRK) Cloudflare, Inc. (NET) Born in [--] (19)
Top Social Posts
Top posts by engagements in the last [--] hours
"Made my largest $TMDX purchase in a long time today. Leading up to previous earnings calls the catalysts ( lung/heart trials and Europe expansion) were still a few months away. This time around they are actively happening and contributing to the businesss growth. There are several new streams of revenue that we cannot track day to day while the revenue we can track is looking incredible and enough to beat street estimates. When accounting for the revenue we cant see those estimates are going to be crushed. Execution has been perfect. And no delays have hindered progress. Competitions share of"
X Link 2026-02-13T18:00Z [----] followers, [----] engagements
"Wedbush with a massive downgrade on $APP this morning. Mentioned how overall software may not warrant the same multiple received in the past. Which is fair. PT lowered from $800 to $465. The sell-off continues with no sign of slowdown. Yesterday I mentioned how $APP could go into earnings trading at a sub 20x ntm p/e valuation. I assumed sell-off continued up until the earnings report next Wednesday it has so far. For [----] the consensus EPS is at $15. These can always be revised downward (refer to $nvo debacle) I have seen no data supporting a slowdown in AXON adoption since launch of"
X Link 2026-02-05T19:40Z [----] followers, [----] engagements
"Most of the people who claim $APP numbers are cooked or suspicious not only have never looked at their financial statements they have also never listened to any earnings calls. Yall are some grown ass goofies. Its fine to raise questions but there must be evidence to support them when constructing an argument. https://twitter.com/i/web/status/2019863774145180161 https://twitter.com/i/web/status/2019863774145180161"
X Link 2026-02-06T20:00Z [----] followers, [----] engagements
"I initiated a position in $WAB I like the diversified revenues across the world and the exposure to hard assets in the real world. The company is not cheap by any means but double digit eps growth bundled with margin expansion and a massive backlog is enticing. My plan is to add more if the stock reacts negatively after their earnings on Wednesday. So watching it closely. https://twitter.com/i/web/status/2020922007333089522 https://twitter.com/i/web/status/2020922007333089522"
X Link 2026-02-09T18:05Z [----] followers, [----] engagements
"@foliotrail Great take. Over the holidays a clothing brand Im familiar with achieved the best conversion through axon. And it wasnt even close. When compared to meta and Google"
X Link 2026-02-13T16:28Z [----] followers, [---] engagements
"$RDDT crushed. $APP will be fine"
X Link 2026-02-05T21:07Z [----] followers, [----] engagements
"This happens every quarter btw $U posts bad results pre market and $APP sell off and then $APP crushes in the afternoon. Like clockwork"
X Link 2026-02-11T16:02Z [----] followers, [----] engagements
"Had to quote this. Bundle $TMDX fundamentals with those technicals and the catalyst (earnings) on the 24th the stock is bound to make a massive move. I am taking the upside on this trade but theres money to be made both ways if you believe the company sucks. Implied move is roughly 12%+- at the moment. $TMDX - Nice setup of the trend line I already have a swing from lower so did not add today https://t.co/8ANyV3OWr7 $TMDX - Nice setup of the trend line I already have a swing from lower so did not add today https://t.co/8ANyV3OWr7"
X Link 2026-02-13T18:47Z [----] followers, [----] engagements
"Although $APP ceo said $META is not a direct threat and increasing the pie makes the applovins model better; I think the market wants $APP to prove that threat is not justified. That will happen over the next few quarters. If AppLovin is able to demonstrate that it cannot be affected by the entry of a bigger player into their ecosystem the market will reward the company with a higher multiple. Theres so much noise on the company as a whole but on the call most questions were regarding $META therefore its a consensus people are skeptical of the companys ability to compete with the giant. I am"
X Link 2026-02-13T16:40Z [----] followers, [----] engagements
"@lngtermcapital App more risk more reward; Reddit less risk less reward in comparison"
X Link 2026-02-13T17:27Z [----] followers, [--] engagements
"Quick thoughts: At JPM healthcare conference mid January Waleed mentioned $TMDX had done [--] heart procedures through the new trials. Therefore it is safe to assume some of those cases took place during Q4 [----]. Heart procedures bring in a higher revenue mix as the procedure is significantly more complicated. $TMDX is taking the cost hit on some areas of the trials but still the more lung/heart cases they are involved with the higher the overall revenue mix becomes from the transplant side of the business. My thinking is trials will have a meaningful contribution to total revenues in [----]. The"
X Link 2026-02-13T22:47Z [----] followers, [----] engagements
"$TMDX huge beat and raise incoming. 170m Q2 rev. And yearly guidance raised to 600m-620m. Theyll also hopefully announce approval for next gen trials and potential acquisition of [--] more plane. Cant wait. Clock is ticking. CLOSE THE SHORTS"
X Link 2025-07-18T17:09Z [----] followers, [----] engagements
"$TMDX up about 17% after hours. We may see a 20%+ pop tomorrow at open. Similar to what happened last earnings"
X Link 2025-07-31T00:01Z [----] followers, [----] engagements
"$TMDX CEO mustve been in disbelief people were selling the stock after they CRUSHED Q2 and outlined such clear path for growth in [----] and beyond. Catalysts are coming. BURN THE SHORTS"
X Link 2025-08-08T21:38Z [----] followers, [----] engagements
"Early into overnight trading and with low volume but tomorrow should be fun for $TMDX bulls. BURN THE SHORTS"
X Link 2025-08-11T00:25Z [----] followers, [----] engagements
"$TMDX MAIN COMPETITOR GOT ACQUIRED FOR 1.5B Terumo (Japanese company) is set to acquire OrganOx. It is unclear what multiple they are paying for OrganOx but it may definitely affect $TMDX share price. $TMDX has a much larger market share than OrganOx and is currently valued at 4B. If $TMDX were to be acquired what would be the multiple on them"
X Link 2025-08-25T00:41Z [----] followers, 11.4K engagements
"The fact $TMDX management has never mentioned being acquired by a larger company as an end goal goes to show the bright future ahead of this company and how much insiders believe in it. They have their goal of 10k transplants by [----] and want to scale that to 30k transplants by [----] with help of next gen OCS platform. It does not matter what the stock price does during the next [--] or [--] months. Over the next 6-18 months $TMDX will be much higher and continue to outperform broader markets. Long $TMDX short it at your own peril"
X Link 2025-08-25T19:27Z [----] followers, [----] engagements
"$TMDX announced a strategic collaboration with Mercedes-Benz Group AG to deploy a first-of-its-kind fleet of modern purpose-built Mercedes-Benz V-class vehicles dedicated exclusively to organ transportation across Italy. This is just the start of European expansion. Europe accounts for over a quarter of total transplant market and itll be a huge boost to revenue in upcoming months. Management keeps executing and there are lots to be excited about"
X Link 2025-09-22T14:02Z [----] followers, [----] engagements
"Strongly believe $TMDX would not have made the plane acquisition if they were going to miss analyst estimates for Q3 or were at least confident Q4 was going to go well. Management knows any slight miss will lead to shorts piling up and this purchase could be used as fuel. Can't wait for the Q3 call. IMO EPS will beat by over 100% and revenue will come in line with expectations. Don't forget management said there was upside to the yearly guidance raised in Q2; therefore don't rule out another raise"
X Link 2025-10-08T17:48Z [----] followers, [----] engagements
"$TMDX planes busy last few days 👀👀"
X Link 2025-10-11T21:02Z [----] followers, [----] engagements
"$TMDX October flight numbers are trending up over 40% YoY. Management will have close to a full month of data (1/3 of a quarter) to make an informed decision on whether or not to increase yearly guidance. I believe theyll raise guidance to $605M at the midpoint. Theres still time to close your shorts Long $TMDX"
X Link 2025-10-18T17:21Z [----] followers, [----] engagements
"Leading into Q1 call $TMDX had a nice run from high 60s to 90s and still popped over 15% after the report. We are seeing a similar run from 110s to 130s and it could very well culminate in another 15% pop after the earnings report due to another blowout quarter. $TMDX"
X Link 2025-10-24T17:28Z [----] followers, [----] engagements
"$TMDX should be averaging [--] flights/day for October going into their earnings call on Wednesday. November and December are usually even stronger. Great set up for a beat and raise 👀"
X Link 2025-10-27T04:17Z [----] followers, [----] engagements
"$TMDX is expected to report $144.6M in revenue and $0.36 EPS for Q3 [----]. Their earnings are on Wednesday after market close"
X Link 2025-10-27T15:35Z [----] followers, [----] engagements
"Happy $TMDX earnings day to those who celebrate it"
X Link 2025-10-29T14:50Z [----] followers, [----] engagements
"Thanks to whoever sold me $TMDX at $115 a minute ago lol"
X Link 2025-10-29T20:11Z [----] followers, [----] engagements
"Did people not realize $TMDX raised guidance lol"
X Link 2025-10-29T20:14Z [----] followers, [----] engagements
"THERE IT IS $TMDX CFO says theres UPSIDE TO GUIDANCE THEY SAID IT"
X Link 2025-10-29T20:55Z [----] followers, [----] engagements
"$TMDX set to close October with over [---] flights setting up a strong start to the quarter. Historically November and December are even better. I do expect flight volume to continue to ramp up as we get deeper into the quarter. $TMDX needs $156M in Q4 to beat the midpoint of the guidance and early data suggests they may surpass that with ease"
X Link 2025-10-31T22:32Z [----] followers, [----] engagements
"$TMDX multiple compression is well underway. According to my estimates at 120$ the stock is trading at 20x 2028E. I also believe $TMDX is deserving of a premium due to regulatory hurdles NOP practicality and a recession-proof business. 2025E EPS $3.00 [--] P/E 2026E EPS $3.60 [--] P/E 2027E EPS $4.50 [--] P/E 2028E EPS $6.00 [--] P/E What do you think"
X Link 2025-11-03T17:30Z [----] followers, [----] engagements
"Added to $TMDX $WBI and $ACMR today. Panicans are NOT ready for January rate cuts"
X Link 2025-12-16T17:32Z [----] followers, [----] engagements
"Spent part of the weekend looking into $ONTO I do have a lot of semi exposure but their valuation doesnt seem extreme. Anyone have other semi names that are worth a look I have so many on my watchlist"
X Link 2026-01-04T20:59Z [----] followers, [---] engagements
"Bought 5% starter position in $WBI Ive been in and out of it for a few months now. Insider purchases are considerable. LOT of upside"
X Link 2026-01-07T19:46Z [----] followers, [----] engagements
"Im on a nice run lol $WBI +5% Bought 5% starter position in $WBI Ive been in and out of it for a few months now. Insider purchases are considerable. LOT of upside. Bought 5% starter position in $WBI Ive been in and out of it for a few months now. Insider purchases are considerable. LOT of upside"
X Link 2026-01-08T16:56Z [----] followers, [---] engagements
"I sold out of $WBI ; not taking 7% in a day for granted"
X Link 2026-01-08T18:57Z [----] followers, [---] engagements
"$TMDX on track for over [---] flights in January. Would be a record obviously every month is ideally going to have 20%+ flights YoY. Glad to see them executing"
X Link 2026-01-14T23:04Z [----] followers, [----] engagements
"So close to buying back my $REGN position havent done it yet but I miss it"
X Link 2026-01-15T22:59Z [----] followers, [---] engagements
"Expecting $ACMR to post [----] revenues just above guidance at $950M +-2% and gross margins slightly above last quarters at 46-48% What matters most is guidance. And I expect that to come in ahead of expectations. I see them guiding at $1.1B midpoint. I also see margin guidance to come in slightly ahead of expectations as they will have some pricing power on the most advanced processes. The expected move is somewhere around 11-14% +- and obviously Im positioned to capture the upside. Good luck to all those involved. Exciting for these numbers to come out. $ACMR"
X Link 2026-01-21T22:58Z [----] followers, [----] engagements
"$ACMR posted guidance according to my expectations. Midpoint $1.127B Though Q4 range came in $885-$900M. Actual results will come in February. No comments on margins as these will be revealed on their actual earnings in late February. I do expect the revenue numbers to be updated higher as the year goes. Without comments on margins todays release is somewhat unimportant. Though the higher revenue guidance allows the stock to stay flat. Options writers win again. I am happy with the results and will continue to add to my position when applicable. Expecting $ACMR to post [----] revenues just"
X Link 2026-01-22T16:35Z [----] followers, [----] engagements
"$ACMR came out early raised [----] guidance (when comparing to expectations) and said theyre excited about the performance and shipment of their new advanced processes. They also mentioned growth will ACCELERATE in [----]. After massive growth in [----]. Stock trades at quite possibly 2.5x 2026E sales. AFTER the recent 50%+ run up. Theres still so much room. Heres a couple quotes from management: We plan for a higher revenue growth rate in [----] amidst healthy investments in production capacity and market share gains from our newer products We anticipate relatively stable WFE spending by our"
X Link 2026-01-22T18:27Z [----] followers, [---] engagements
"My fund is now up 35% YTD. We have had [--] red days so far. Heres an excerpt from my end of [----] letter: The Fund capitalized on periods of elevated market uncertainty related to an irrational fear towards the current U.S. administration which drove increased demand for portfolio insurance. As implied volatility rose meaningfully above historical norms while realized volatility remained in line with long-term averages we were able to take advantage of this dislocation to enhance risk-adjusted returns. Taking advantage of increased implied volatility has allowed us to not only protect downside"
X Link 2026-01-22T18:38Z [----] followers, [----] engagements
"$CEG is back on the watchlist. Valuation still stretched imo but a couple more drops and it gets interesting"
X Link 2026-01-22T19:01Z [----] followers, [----] engagements
"$ISRG da vinci and ion procedures growth is impressive. Company trades at a premium for a reason. Obviously the parallel I want to make it $TMDX ; medtech valuations are known to be sky-high due to high barriers of entry and the monopolies these companies usually operate in. $TMDX still has a LOT of TAM left to target and is growing faster than most medtechs including $ISRG ; Though they trade at a much lower valuation. Should $TMDX command a higher premium In my opinion yes. I expect that re rate to happen once heart and lung demonstrate acceleration."
X Link 2026-01-22T21:27Z [----] followers, [----] engagements
"Loaded some more $acmr calls now that the IV calmed down. 20%+ of portfolio"
X Link 2026-01-22T21:32Z [----] followers, [---] engagements
"Made small adds to all my favorites today. $tmdx $eose $acmr"
X Link 2026-01-23T21:07Z [----] followers, [----] engagements
"An often overlooked aspect of the $ACMR thesis is the fact that ACM SHANGHAI pays a massive dividend. Due to its stake in the Chinese company $ACMR receives a $35M+ yearly dividend. On a company with a sub $3B market cap that is meaningful and worthy of being included in the big picture. https://twitter.com/i/web/status/2015554003518775406 https://twitter.com/i/web/status/2015554003518775406"
X Link 2026-01-25T22:34Z [----] followers, [----] engagements
"Volume picking up on $ACMR 👀"
X Link 2026-01-26T19:00Z [----] followers, [---] engagements
"$ACMR has $1.1B in cash and equivalents as of Q3 [----]. Company trades at $3B MC after recent stock price appreciation. The company grew revenue 32% YoY for Q3 [----]. The company's margins are expected to improve as they have received good feedback on their high-margin advanced packaging equipment. Advanced packaging revenue has grown 270% YoY and now makes up for 10% of total revenues that growth will accelerate. They came out early and raised [----] guidance considerably above street estimates. Sometimes we can't overthink it. Long $ACMR Not financial advice please do your own research."
X Link 2026-01-26T20:19Z [----] followers, [----] engagements
"$REGN earnings call this Thursday they have the best capital allocation out of any pharma. Its a worth a listen"
X Link 2026-01-27T02:38Z [----] followers, [---] engagements
"$ACMR appears to be starting the next leg of the run"
X Link 2026-01-27T15:26Z [----] followers, [---] engagements
"With the IV spike Ive now exited my short dated call option position on $acmr that I bought post guidance pre release when the iv got crushed. Thanks for playing. Still holding leaps"
X Link 2026-01-27T19:28Z [----] followers, [---] engagements
"Happy $ACMR ALL TIME HIGH day to those who celebrate it"
X Link 2026-01-28T19:34Z [----] followers, [---] engagements
"Basically all semiconductor sector companies have crushed earnings. $ACMR is due to report late February and trades at a reasonable multiple. Theres plenty of upside still and many more ATHs to be achieved"
X Link 2026-01-29T00:57Z [----] followers, [----] engagements
"Update on [----] top picks: $ASTS = +65% $ACMR = +30% Great results [--] month into the year. Theres still plenty of upside on both though r/r not the same at current levels. My top picks for [----] and their returns were: $TMDX = 98% $TSM = 51% If you added on dips the returns were even higher. For [----] my top picks are: $ACMR $ASTS Lets see what the future holds. My top picks for [----] and their returns were: $TMDX = 98% $TSM = 51% If you added on dips the returns were even higher. For [----] my top picks are: $ACMR $ASTS Lets see what the future holds"
X Link 2026-01-29T01:26Z [----] followers, [----] engagements
"$REGN reports tomorrow pre market. I am a buyer today. Cash pile over $16B with strong internal pipeline. A+ management. Cant afford any more delays on Eylea HD though thats a risk"
X Link 2026-01-29T16:28Z [----] followers, [---] engagements
"When buying $REGN at $78B market cap youre not only getting $16B+ in cash and equivalents (more once they update that tmrw) youre also getting DUPIXENT cash flows which are massive for a few more years and a few other strong franchises. What is not priced in at these levels in my opinion is the pipeline. Other pharma companies have spent billions on M&A that ultimately does not move the needle at all. $REGN R&D department and partnerships have produced several incredible drugs over the years and management is confident they have successful drugs in the pipeline today. The companys financial"
X Link 2026-01-29T17:38Z [----] followers, [----] engagements
"IV on the $REGN long dated call options is quite low. For every 1% move in the stock tomorrow those leaps will be moving 4.5% +- I am in"
X Link 2026-01-29T18:15Z [----] followers, [---] engagements
"Going into earnings pre market tomorrow $regn calls and commons make up 15% of my book"
X Link 2026-01-29T21:04Z [----] followers, [---] engagements
"$REGN management confident on current pipeline assets. Cash pile up to $18b+"
X Link 2026-01-30T13:55Z [----] followers, [---] engagements
"Management indicated that $REGN is developing what could be characterized as a next-generation Dupixent which if successful could meaningfully extend the durability and commercial lifespan of the franchise for several additional years. George mentioned a super-Dupixent which would even better than the current blockbuster. https://twitter.com/i/web/status/2017242041672184096 https://twitter.com/i/web/status/2017242041672184096"
X Link 2026-01-30T14:22Z [----] followers, [---] engagements
"$REGN George comments on their glp molecule are exciting. Worth a listen"
X Link 2026-01-30T14:35Z [----] followers, [---] engagements
"On another note recent memory market developments are extremely bullish $acmr Ive posted enough on this and its 20% of my book but theres still a lot of upside"
X Link 2026-01-30T14:41Z [----] followers, [----] engagements
"At this price $APP might be trading at [--] forward p/e growing 50%+ lol"
X Link 2026-01-30T16:31Z [----] followers, [----] engagements
"$TMDX is quietly selling off over the last few sessions but behind the scenes they continue to execute. I see them coming in at $157M +-1.5% revenues for Q4 [--]. While Q1 [--] currently boosts a better than expected start on pace for 22%+ YoY revenue growth with $175M+ revenue a possibility. US sales should still make up 95%+ of total revenues for Q1 [--] but as Italy and broader European expansion continues US share of total sales should decrease which does make it harder to track on a day by day basis. Going off recent management comments I expect [----] guidance to start at 20% rev growth at the"
X Link 2026-01-30T17:27Z [----] followers, [----] engagements
"HAPPY $ACMR ALL TIME HIGH TO THOSE WHO CELEBRATE IT Second time this week. Maybe third time"
X Link 2026-01-30T20:20Z [----] followers, [---] engagements
"My only moves today were selling $regn leaps at open and adding $tmdx leaps at close. Closed the month +32%. Thanks to $acmr and $asts"
X Link 2026-01-30T21:49Z [----] followers, [----] engagements
"$ACMR 55%+ since I initiated it. Leaps have returned over 150%. Thank you for playing. Happy all time high day and I expect strength going into next week. Recent news of Chinese companies aiming to build fabs quicker than initially projected is not yet priced in. YMCT and AXMT are customers of $ACMR and will be placing orders. https://twitter.com/i/web/status/2017374633235030290 https://twitter.com/i/web/status/2017374633235030290"
X Link 2026-01-30T23:09Z [----] followers, [----] engagements
"$PLTR is probably going to post the most insane revenue and margin growth and still be trading at 300x+ P/E after lmfao"
X Link 2026-02-01T18:39Z [----] followers, 10.8K engagements
"HAPPY $ACMR ALL TIME HIGH DAY TO THOSE WHO CELEBRATE IT"
X Link 2026-02-02T15:10Z [----] followers, [---] engagements
"$ORCL needs to cut the dividend. Fuck the shareholders. Its AGI or nothing"
X Link 2026-02-02T16:25Z [----] followers, [----] engagements
"$TMDX Q1 [----] earnings call still several months away but do not be surprised when they post 30%+ YoY revenue growth with expanding operating margins. One of the few growth companies outside the overcrowded sectors. Which makes it a solid way to diversify preventing overall portfolio drawdowns due to low correlation with other popular names. https://twitter.com/i/web/status/2018373264528257433 https://twitter.com/i/web/status/2018373264528257433"
X Link 2026-02-02T17:17Z [----] followers, [----] engagements
"Reminder this is going to be the first $APP quarter where e-commerce was available for select advertisers. If you like revenue growth acceleration with increasing operating margins (WE ALL DO) you may want to consider this. E-commerce is the largest TAM $APP has targeted and they are just starting to tap into the market. Theyre going to show better than expected revenue growth highlighting the quality of their ad software AXON. At current prices the R/R is compelling in my opinion. Theres major downside risk in case of a potential revenue slowdown though I see this scenario as quite unlikely"
X Link 2026-02-02T22:31Z [----] followers, [----] engagements
"I saw several posts last night talking about circuit breakers being activated in the US stock market today. Or black Monday or whatever cringe stuff people will say for engagement. Nasdaq and S&P500 both closed up over 0.5% lmfao panicans need to stop paying attention to Sunday night futures"
X Link 2026-02-02T23:52Z [----] followers, [---] engagements
"$LITE earnings tomorrow this is gapping up 20% after hours isnt it"
X Link 2026-02-03T00:32Z [----] followers, [----] engagements
"@davidestesbooks Mostly Jan [----] $100 $110 $120 Ive bought at close and sold at open July [----] $130 most days last couple weeks for 10% gain. The [----] ones I plan on holding for a quarter or two"
X Link 2026-02-03T18:48Z [----] followers, [---] engagements
"Paying close attention to $LITE numbers today after close. I have no position but it could affect some other names in the sector/ give a solid picture of supply/demand. Good luck to those involved IV is through the roof"
X Link 2026-02-03T20:45Z [----] followers, [----] engagements
"BOOM sold for 14% gain. Doesn't affect day PnL by much but every dollar counts. Tuning in for the call shortly $LITE nvm I'm in with [--] shares. nvm I'm in with [--] shares"
X Link 2026-02-03T21:08Z [----] followers, [----] engagements
"Remember when $CMG was trading at 40x NTM earnings lmfaoo why would anyone buy low growth with sinking margins on that multiple"
X Link 2026-02-03T21:54Z [----] followers, [----] engagements
"After listening to and analyzing $LITE earnings call I have come to the following conclusions: - Photonics has a place in the overall AI buildout and the fact that the company is unable to meet increasing demand means that photonics is a "bottleneck". - There are quite a few companies involved though $LITE seems to be a clear winner; hence the valuation. - AI investment winners in whatever niche have demonstrated STRONG margin expansion. I will personally be staying away from any names where margins have no appreciated considerably well ahead of sell-side estimates. - I will be researching"
X Link 2026-02-04T00:26Z [----] followers, [----] engagements
"The continuous hit pieces on $APP make me think that the numbers theyre going to post on the 11th are way better than what most bulls expect. I guarantee theres no vibe coding a software like AXON and if there was $META should be down big as well. $APP has many advantages over its competitors such as user interface and data collected over the years. It would take years for a new product to collect as much data. Excited to see what Adam has to say next Wednesday. https://twitter.com/i/web/status/2019088532372091030 https://twitter.com/i/web/status/2019088532372091030"
X Link 2026-02-04T16:39Z [----] followers, [----] engagements
"I took all my hedges off yesterday because I thought we were in the clear for today after $QQQ down 1.5%+ That was retarded. We were not in the clear. Sell off hitting me raw today. $APP $ASTS $ACMR $EOSE"
X Link 2026-02-04T17:03Z [----] followers, [----] engagements
"The good news is after recent developments there will be a LOT of eyes on the upcoming $APP earnings call/numbers release. Itll be a good opportunity for Adam to explain what the company does and why the moat is wider than it looks. Its a massive company but few people understand the dynamics of AXON and MAX. https://twitter.com/i/web/status/2019100960908558433 https://twitter.com/i/web/status/2019100960908558433"
X Link 2026-02-04T17:29Z [----] followers, [----] engagements
"$APP could go into earnings trading at sub 20x forward P/E growing net income 50%+ YoY"
X Link 2026-02-04T18:15Z [----] followers, [----] engagements
"$LLY showing $NVO that the better drug wins regardless of what hits the market first. Terrible planning and arrogance out of the $NVO team who had a head start in the largest healthcare TAM ever"
X Link 2026-02-04T18:19Z [----] followers, [---] engagements
"Im in for $COHR earnings with [---] shares at $205. Will add more if it goes under $200 before close. Sell order at $235"
X Link 2026-02-04T18:27Z [----] followers, [----] engagements
"Closed my $TSM position. At just over 20% cash currently. I plan on deploying 2% of my cash across $ASTS $TMDX and $ACMR equally today"
X Link 2026-02-04T18:56Z [----] followers, [----] engagements
"$APP may buy 2% of the float today. Assuming theres any buybacks left. Lmao"
X Link 2026-02-04T18:57Z [----] followers, [----] engagements
"Video game software margins are not good. Its okay to not like $APP though to say the valuation is high at current prices with the growth they have been posting is delusional. If you dont see that growth continuing you may want to buy puts because in that scenario the downside is unlimited. https://twitter.com/i/web/status/2019126251596967986 https://twitter.com/i/web/status/2019126251596967986"
X Link 2026-02-04T19:09Z [----] followers, [---] engagements
"@MT00674837 I am only for sure adding day of earnings. There has been better short-term plays and I don't expect meaningful reaction on $APP till numbers are out"
X Link 2026-02-04T20:04Z [----] followers, [---] engagements
"Added to $COHR after hours. At first glance I like the guidance. The margins were not as great as other sector winners have posted though the data center segment growth is solid"
X Link 2026-02-04T21:25Z [----] followers, [---] engagements
"To recap I tripled exposure to $COHR after hours at $180 average. I have now closed my entire position for 15% gain. Call is quite exciting but I had to capitalize on that large swing"
X Link 2026-02-04T21:43Z [----] followers, [----] engagements
"@DoucheBag168 Beautiful pic. Wish you had been here for the $COHR swing haha"
X Link 2026-02-04T22:25Z [----] followers, [---] engagements
"Several sell-side analysts reaffirmed their $APP price targets. Im sure there are hidden agendas behind that as always but it appears to be a consensus amongst all of them that $META is not immediately a threat. Well see how the situation plays out and what numbers are reported from $APP but I have seen no data to support AXON underperforming its competitors. Time will tell. Excited to see what ends up happening. Will $APP go to $0 Are the numbers fake We will see https://twitter.com/i/web/status/2019210561347846387 https://twitter.com/i/web/status/2019210561347846387"
X Link 2026-02-05T00:44Z [----] followers, [----] engagements
"Not even an earnings pre release with a major beat helped $RBRK it is treacherous out there"
X Link 2026-02-05T15:31Z [----] followers, [---] engagements
"This is a tough sell off all around but $TMDX price action on the day goes to show its low correlation to other names in the platform and why I think it deserves a place in a lot of portfolios regardless of strategy. Due to its niche medtech sector $TMDX is often unaffected by broader markets sell offs and can even appreciate in those periods. Cant wait for their earnings report and a potential re-rate of their shares. https://twitter.com/i/web/status/2019443615265878226 https://twitter.com/i/web/status/2019443615265878226"
X Link 2026-02-05T16:10Z [----] followers, [----] engagements
"$RDDT print today could have some effect that translates over to $APP will be watching closely for any clues regarding ads market"
X Link 2026-02-05T17:17Z [----] followers, [----] engagements
"They taking $7B+ of market cap from $NOW everyday ever since the CEO asked for $7B of market cap back on their earnings call Lmfaoo I think the magnitude of the sell-off is unwarranted but funny regardless. No position"
X Link 2026-02-05T18:17Z [----] followers, [----] engagements
"@roanokecap Sure thats true. Theyre always behind. But their point of a lesser multiple being warranted may be fair. Still $APP would be trading at a very low multiple if growth was to continue. Well see"
X Link 2026-02-05T19:44Z [----] followers, [---] engagements
"On publicly available data nothing has changed. Perhaps theres some news that is not public yet or something but unlikely. I was selling applovin in the 700s because the multiple was too high and downside real at those levels but in the 300s that downside is extremely limited imo. So r/r is there. https://twitter.com/i/web/status/2019499193644249181 https://twitter.com/i/web/status/2019499193644249181"
X Link 2026-02-05T19:51Z [----] followers, [---] engagements
"@ttisme2025 @Nietschecapital Dont worry hell see it. As chairman founder and ceo of the applovin cult @Nietschecapital shall lead $APP back to glory Cc: @dogballscapital and many others"
X Link 2026-02-05T20:05Z [----] followers, [---] engagements
"@PatrickJensenX Definitely will crush. Reaction probably depends on overall market sentiment that day if it follows those other names' reactions"
X Link 2026-02-05T21:31Z [----] followers, [---] engagements
"Made a small $tmdx add today. No other moves. Roughly 22% in cash. Closed the day down 2.5% and realized gains on covered calls I sold yesterday on $asts and $acmr YTD +25% and I think Im very well positioned to navigate current market state. Excited for $TMDX $ACMR and $APP earnings. https://twitter.com/i/web/status/2019534981044007371 https://twitter.com/i/web/status/2019534981044007371"
X Link 2026-02-05T22:13Z [----] followers, [----] engagements
"Feeling great with $TMDX at 20%+ of my book. Data looks increasingly better every day and theres several growth levers that will be unlocked soon. Averaging just over [--] flights/day for the year so far and that should accelerate into March. Assuming ground ops have stayed roughly flat QoQ the total case growth in Q1 [--] is likely well over 30% YoY. With ongoing next gen ocs trials ahead of schedule and European expansion underway there is a lot to look forward to in the upcoming earnings call. Execution has been solid for several quarters now and no delays have been experienced. EPS is"
X Link 2026-02-05T23:47Z [----] followers, [----] engagements
"@malpatta1 Ad growth on $rddt does paint a picture on what that segment may look like for $app"
X Link 2026-02-05T23:48Z [----] followers, [---] engagements
"@Sumeet2692 I cover healthcare closely $mck and $dva earnings were very well received. So was $lly What you say is possible but healthcare earnings beats have been well received"
X Link 2026-02-06T01:09Z [----] followers, [---] engagements
"Theyre going to be handing out campaign ribbons to people coming back from $IGV tours lmfao Folks going through it. Debilitated after a couple rotations in the software trenches. #nasdaquistan $APP $NOW $TEAM $SNOW $CRM"
X Link 2026-02-06T06:33Z [----] followers, [---] engagements
"Its nice to see a lot of names displaying recovery though I dont necessarily buy it. Nothing really changed from yesterday the sell-off was unwarranted and over done in my opinion but I dont know why it halted. For that reason Ill be going into the weekend with more hedges than I usually do. Im okay with capping the upside by a few percentage points here"
X Link 2026-02-06T16:00Z [----] followers, [----] engagements
"@mmonis @jimbok2204 @T2W25 Didnt realize you were that into tmdx nice"
X Link 2026-02-06T16:06Z [----] followers, [---] engagements
"@SPACMANAGER This is a solid take Troll. I dont like iren but the rev miss was due to btc business. If they continue to execute the energy plan theyre going to do great"
X Link 2026-02-06T16:28Z [----] followers, [---] engagements
"@DoucheBag168 Congrats on the gains Ill send the bill later hahaha"
X Link 2026-02-06T19:31Z [----] followers, [--] engagements
"$BE stock today is one of the best examples of IV crush Ive seen in a long time. Option chain expiring today is destroyed. Itll likely go higher next week but it goes to show lottery 1DTE options cant be called an investment and should be looked at as a gamble"
X Link 2026-02-06T19:37Z [----] followers, [----] engagements
"@Nietschecapital IV on $be was over 400% Reddit is probably being hit by lower expected vol but to a much lesser extent. Id think theres a little more to the Reddit story than just iv crush"
X Link 2026-02-06T19:47Z [----] followers, [---] engagements
"@Nietschecapital Actually I take back what I said rddt iv was up there as well. Definitely iv crush"
X Link 2026-02-06T19:50Z [----] followers, [---] engagements
"@Nietschecapital Yes it was better than I expected. Also the fact the money per impression or whatever grew significantly bodes well for applovin. Their software is better so their growth in that department should be greater"
X Link 2026-02-06T19:54Z [----] followers, [---] engagements
"@UltraGazoo Thank you for reading Ultra Gazoo"
X Link 2026-02-07T20:38Z [----] followers, [--] engagements
"@PaRk_Invest Lets go"
X Link 2026-02-08T01:51Z [----] followers, [--] engagements
"@chipflare Its a great company. Multiple reflects that. But eps growing at an impressive rate and international business provides some diversification that Im interested in"
X Link 2026-02-08T18:33Z [----] followers, [---] engagements
"@PPointpass31044 Earnings due late February and its one of the few semiconductor chain companies trading at a reasonable multiple. Theres been news of increasing investment coming out of Chinese companies. People are going to have fomo and bid it up all the way to earnings"
X Link 2026-02-09T04:29Z [----] followers, [--] engagements
"$BE with a strong move to the upside after clearing out the options chain. $BE stock today is one of the best examples of IV crush Ive seen in a long time. Option chain expiring today is destroyed. Itll likely go higher next week but it goes to show lottery 1DTE options cant be called an investment and should be looked at as a gamble $BE stock today is one of the best examples of IV crush Ive seen in a long time. Option chain expiring today is destroyed. Itll likely go higher next week but it goes to show lottery 1DTE options cant be called an investment and should be looked at as a gamble"
X Link 2026-02-09T17:36Z [----] followers, [---] engagements
"@Mikimmykim [---] on my shares; ive realized a lot of gains on calls earlier this year; also taken some shares for day trades; core position [---] though"
X Link 2026-02-09T19:09Z [----] followers, [--] engagements
"@buylowandwait I have actively traded tmdx shares and options daily"
X Link 2026-02-09T19:25Z [----] followers, [--] engagements
"$TMDX held convincingly during the growth sell-off last week and has shown resilience for over a year throughout broader market uncertainties; with several near-term catalysts and better-than-expected start to the year upcoming earnings call could provide the spark theyve needed for a breakout towards ATHs. Strong guidance and good updates on expansion plans/trials may be that spark. Long $TMDX https://twitter.com/i/web/status/2020974151591395441 https://twitter.com/i/web/status/2020974151591395441"
X Link 2026-02-09T21:32Z [----] followers, [----] engagements
"$APP under $360 might go down as one of the best SaaS apocalypse opportunities. Congrats to those who added"
X Link 2026-02-10T00:18Z [----] followers, [----] engagements
"@jb_equities Nice buy"
X Link 2026-02-10T05:23Z [----] followers, [---] engagements
"Big day for software companies. It does appear the market has picked some winners deserving of a premium multiple $DDOG $NOW and some losers who may legitimately go to [--] $MNDY $UPWK"
X Link 2026-02-10T15:51Z [----] followers, [---] engagements
"Old heads/boomers bought the shit out of this $SPGI $MCO sell off 🤣"
X Link 2026-02-10T15:53Z [----] followers, [---] engagements
"Bought [--] contract of the Jan [----] $100 strike price. I went into [----] with the $60 ones for the same date but sold them for 200% gain so just moving strike prices for now. Though the ones I bought today I dont mind selling today or tomorrow. If price recovers algorithmically. For longer term hold Id have to wait for $tmdx or $acmr to catch up a bit weighting wise and Id start looking at Jan [----] ITM contracts. https://twitter.com/i/web/status/2021309322463150583 https://twitter.com/i/web/status/2021309322463150583"
X Link 2026-02-10T19:44Z [----] followers, [--] engagements
"@Ad_Quant @tasha463726 lol I guess it was a banger"
X Link 2026-02-10T20:02Z [----] followers, [--] engagements
"I agree itll be a great quarter. I wanna be positioned for an immediate algo sell off at 406pm once numbers come out and recovery shortly after and then I also see a chance of stock opening flat or up slightly so they can clear out the options chain. But ultimately stock will be in that range you mentioned soon after. I just wanna be prepared for all potential outcomes and capitalize on them if possible. https://twitter.com/i/web/status/2021314895678206370 https://twitter.com/i/web/status/2021314895678206370"
X Link 2026-02-10T20:06Z [----] followers, [---] engagements
"In for $NET earnings with [----] shares. Let the SaaS games begin"
X Link 2026-02-10T20:55Z [----] followers, [----] engagements
"CEO was retweeting Winter Olympics videos 1h before earnings lmfao. Too easy. Bought at $181 sold at $200 Im out. Drinks on me if anyone in Tiburon tonight. $NET In for $NET earnings with [----] shares. Let the SaaS games begin. In for $NET earnings with [----] shares. Let the SaaS games begin"
X Link 2026-02-10T21:18Z [----] followers, [----] engagements
"Yeah Ive seen enough. $RBRK going to crush he already released a major beat preemptively but backlog and future prospects probably getting better daily. Fired up. Go Rubrik https://t.co/LudQT2Ukhp Fired up. Go Rubrik https://t.co/LudQT2Ukhp"
X Link 2026-02-10T21:36Z [----] followers, [----] engagements
"@invest_alph Applovin is a much bigger company and wont be involved in a pre announcement unless scheduled before hand. I was referencing not buying last week as I saw better opportunity cost elsewhere. I have started building my position back up again today and will increase it tomorrow"
X Link 2026-02-10T23:43Z [----] followers, [---] engagements
"@Nietschecapital Tech folk did not appreciate this one lmfao Premium valuation for what some consider an increasingly valuable asset. Time will tell if worth it or not. Not that big of a deal to question why something trades at such multiples"
X Link 2026-02-10T23:49Z [----] followers, [---] engagements
"@felix39990211 @roanokecap Are you saying if one is long they dont want a gamma squeeze to ultimately lead to an unwind later on I didnt quite understand your point"
X Link 2026-02-11T00:37Z [----] followers, [--] engagements
"Bought calls today lol it gon print. $ASTS AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z"
X Link 2026-02-11T01:29Z [----] followers, [----] engagements
"Massive $ASTS orders today foreshadowing the news. #they knew"
X Link 2026-02-11T02:01Z [----] followers, [----] engagements
"@jb_equities It may be but its wise to be ready for all possible outcomes imo"
X Link 2026-02-11T02:08Z [----] followers, [--] engagements
"AI will lead to many breakthroughs in all kinds of areas of knowledge ultimately leading to the creation and development of many new areas of study and etc. Therefore I believe there will be many new jobs created by the advancement of this technology. In contrast to the many jobs that will become obsolete. No reason to panic about AI taking your job humans will adapt. They always do. The stars are right there we just need to aim for them. https://twitter.com/i/web/status/2021441756148138419 https://twitter.com/i/web/status/2021441756148138419"
X Link 2026-02-11T04:30Z [----] followers, [---] engagements
"Ramping up the $APP buys. Now 6% of my book. Plan on going into close with it at 10%. If it dips when numbers come out Ill make it 20%"
X Link 2026-02-11T15:53Z [----] followers, [----] engagements
"Solid earnings sold for 4% gain. Small position but need money for $APP I initiated a position in $WAB I like the diversified revenues across the world and the exposure to hard assets in the real world. The company is not cheap by any means but double digit eps growth bundled with margin expansion and a massive backlog is enticing. My plan is I initiated a position in $WAB I like the diversified revenues across the world and the exposure to hard assets in the real world. The company is not cheap by any means but double digit eps growth bundled with margin expansion and a massive backlog is"
X Link 2026-02-11T16:27Z [----] followers, [----] engagements
"They mightve hired the $SMCI guys to cook these numbers 😂 BREAKING: The US economy added [------] jobs in January crushing expectations of [-----]. The unemployment rate FELL to 4.3% below expectations of 4.4%. This was a much stronger than expected jobs report all around the board. The Fed pause will continue. BREAKING: The US economy added [------] jobs in January crushing expectations of [-----]. The unemployment rate FELL to 4.3% below expectations of 4.4%. This was a much stronger than expected jobs report all around the board. The Fed pause will continue"
X Link 2026-02-11T17:18Z [----] followers, [----] engagements
"@smallmidcaps If growth slows down 15-25x forward earnings. If growth accelerates 30x-40x forward earnings If flattens 25x-30x forward earnings All in my opinion ofc. But thats what Id pay for it. At $445 its somewhere in between 25x-35x I havent done the exact math"
X Link 2026-02-11T17:30Z [----] followers, [---] engagements
"@Ad_Quant Refer to the fireside chat Adam had with UBS. Clues are there"
X Link 2026-02-11T18:37Z [----] followers, [---] engagements
"$U results do not have direct correlation to $APP guidance. Its an unfortunate day for $U shareholders but $APP guidance may still come in ahead of whisper number. I know people in here dont like listening to earnings calls much less listening to fireside conference chats and even less reading financial statements. But the clues are all there. This is not investment advice and solely my opinion; but I see AXON proprietary algorithm as the best in the adtech business. As they continue to open up to more advertisers and actually start to advertise their platform $APP continues to expand"
X Link 2026-02-11T18:45Z [----] followers, [----] engagements
"@estrogenstrong Good luck out there"
X Link 2026-02-11T19:07Z [----] followers, [---] engagements
"Reminder that my DMs are open so if you want to make fun of me in case of a major $APP selloff feel free to"
X Link 2026-02-11T20:13Z [----] followers, [----] engagements
"I see a whole lot of acceleration. $APP"
X Link 2026-02-11T21:23Z [----] followers, [----] engagements
"@mmonis I did give out the gameplan like [--] weeks ago lol Itll be awkward if it sell off during call hahaha"
X Link 2026-02-11T21:27Z [----] followers, [---] engagements
"Today the $APP cult has been officially launched. Thanks for all contributors: @Nietschecapital @dogballscapital @Ad_Quant @PaRk_Invest and many others"
X Link 2026-02-11T21:36Z [----] followers, [----] engagements
"Another point Id like to bring attention to: Adam is usually conservative with his $APP guidances. This time he went a little more aggressive than previous quarters. Therefore I strongly believe acceleration continues into the following quarters. Im assuming the feedback to be shared on the earnings call shortly will be that AXON has been extremely well received by customers and theyre begging for more access. Exciting to see acceleration of all important metrics. https://twitter.com/i/web/status/2021702988256149627 https://twitter.com/i/web/status/2021702988256149627"
X Link 2026-02-11T21:48Z [----] followers, [----] engagements
"$APP call going great. Adam mentioning how AI is a tailwind. Exactly as I mentioned earlier. All eyes on this. And hes explaining the business to those who are unfamiliar with it. $U results do not have direct correlation to $APP guidance. Its an unfortunate day for $U shareholders but $APP guidance may still come in ahead of whisper number. I know people in here dont like listening to earnings calls much less listening to fireside conference chats $U results do not have direct correlation to $APP guidance. Its an unfortunate day for $U shareholders but $APP guidance may still come in ahead"
X Link 2026-02-11T22:04Z [----] followers, [----] engagements
"$ASTS offering looks rough on AH price action but reinforces the companys balance sheet by buying shorter term debt and issuing longer term debt If sell off persists at open Im a buyer. Totally see them announcing great news on BB batches and next launch soon"
X Link 2026-02-11T22:07Z [----] followers, [----] engagements
"Also worth noting: $APP CFO mentioned he does not see anything affecting margins (referring to competition) other than the possibility of AppLovin spending money to advertise their own platform. Which would drive increased revenue growth acceleration. Initial thoughts after $APP call: AI is a tailwind and AXON model is and will continue to be the best in the adtech business. $META competition concerns overstated based off of unrealistic fears. Theres room for revenue growth to continue accelerating over the next quarters. Initial thoughts after $APP call: AI is a tailwind and AXON model is"
X Link 2026-02-11T23:26Z [----] followers, [----] engagements
"@_DomDav Nice catch. Way to pay attention. It was getting annoying with all the repetitive questions regarding meta"
X Link 2026-02-11T23:42Z [----] followers, [---] engagements
"$APP I was at $17.5 FY2026E EPS before todays call. I am now at $19 EPS. Therefore at $430/share stock trades at roughly 22x forward P/E with accelerating revenue growth and [---] Rule of [--]. Interesting valuation"
X Link 2026-02-12T00:09Z [----] followers, [----] engagements
"I was also vocal on the importance of taking advantage of the high implied volatility surrounding $APP today. I mentioned how even if the stock was up big a lot of the options would be worthless tomorrow. Selling covered calls (my preferred method of hedging in special situations like this) underperforms just holding on to your shares in the long run. With that being said we are in a market featuring unforeseen circumstances where implied volatility is way higher than the historical average while realized volatility is in line with the historical average. Therefore premiums paid for insurance"
X Link 2026-02-12T00:47Z [----] followers, [----] engagements
"@iconoclaast Refer to recent $rddt $be and others reactions. But I understand what youre saying it can definitely hinder returns when it goes against you"
X Link 2026-02-12T01:01Z [----] followers, [---] engagements
"@masayoshisson Sure thats a good take. A lot of these businesses should have tv priced in from now on. But I do think there will be winners emerging deserving of a premium. Though obviously opportunity cost elsewhere. Thats a real concern youre right"
X Link 2026-02-12T01:11Z [----] followers, [--] engagements
"@JayBahel @JonahLupton @KabraxFX @POLR_Investing Outstanding work thanks for sharing. Data look great"
X Link 2026-02-12T03:21Z [----] followers, [---] engagements
"FWIW every [--] or [--] weeks $TMDX has a significant decline in flights for [--] hours. I assume that there is a real logistical/operational reason for this. I cant pinpoint exactly what it is but it could be answered by asking $TMDX team. (They dont like answering questions regarding flight data lol). Anyways just wanted to point out that flights always recover back to whatever they were averaging before this reset Does anyone have anything to add on this https://twitter.com/i/web/status/2021787807686307957 https://twitter.com/i/web/status/2021787807686307957"
X Link 2026-02-12T03:25Z [----] followers, [----] engagements
"@sam_to Great comparison. Facebook was one the first to take advantage of an algorithm ability to learn from massive amounts of data and AppLovin is looking to do the same"
X Link 2026-02-12T05:06Z [----] followers, [---] engagements
"I added $asts leaps $app shares and $Tmdx leaps and shares today"
X Link 2026-02-12T16:17Z [----] followers, [----] engagements
"@smallmidcaps Sure theres probably some who dont. But on the call main worry was $meta competition. Which they said isnt a threat but market likely wants them to prove so in the next few quarters. Growth accelerated so I am actually fine with paying sub 20x ntm pe here"
X Link 2026-02-12T17:02Z [----] followers, [--] engagements
"@Jxyhsns Might be 20x forward pe at this price lol"
X Link 2026-02-12T17:03Z [----] followers, [--] engagements
"@stonk_wisdom Lmfao stonk u need to stop catching knifes lol But it does look like a deal here"
X Link 2026-02-12T18:13Z [----] followers, [---] engagements
"@stonk_wisdom I like app a lot better than shop. Even at a higher multiple which currently is not the case"
X Link 2026-02-12T18:22Z [----] followers, [--] engagements
"An important update and great work from Mr Bahel here. As highlighted on the spreadsheet $TMDX market share continues to rise in DCD procedures. And that number should pick up as enhance and denovo trials continue. Data continues to support a beat on Q4 [--] and a strong [----] initial guidance. $tmdx @JonahLupton @KabraxFX @POLR_Investing @mathlonning -Got Jan numbers in from OPTN everything ties out with what @POLR_Investing shared as well. I also included DBD numbers - which start to become a big deal for not just Liver but Heart (given ENHANCE). -Purple box https://t.co/0DM3ElGRCR $tmdx"
X Link 2026-02-12T19:22Z [----] followers, [----] engagements
"I just realized Paul George was doing in between the legs windmill dunks pre game the game before his drug test like he was still playing for the Pacers 🤣 They mustve seen that and immediately knew to drug test him lmao"
X Link 2026-02-13T18:43Z [----] followers, [---] engagements
"$TMDX Morgan Stanley CONFERENCE NOTES Earlier today (SEP 8th 2025) $TMDX CEO Waleed presented at the MS healthcare conference. He shed light on important topics and answered questions I was hoping would be brought up. - Transitioning from 20% of operations done through the ground to 40% this quarter (q3). He said tracking flights is great for those who have nothing else to do (lol) but that does not accurately depict what the company is doing. Yes there is seasonality and overall transplant volume is down across the entire US. $TMDX knew that was coming and is well positioned to meet yearly"
X Link 2025-09-08T18:48Z [----] followers, 14.3K engagements
"$TMDX fcf generation and margins have improved quicker than any analyst expected. Theres basically no talk of the company being a buyout candidate but with solid margins in a fairly niche sector they may warrant a look. Perhaps GE healthcare/ Siemeens healthineers or J&J could take a look J&J not scared to pay over 10x sales for medtech and $tmdx trading at 7x [----] sales. I have no idea if Waleed would even consider selling but this is something can give these bigger players a growth level for the foreseeable future. https://twitter.com/i/web/status/2005795006964195587"
X Link 2025-12-30T00:16Z [----] followers, [----] engagements
"Remember when $ALNY market cap was bigger than $REGN for a bit lol"
X Link 2026-01-12T20:41Z [----] followers, [----] engagements
"YMTC and CXMT are expected to accelerate capital expenditures beyond initial forecasts. A key beneficiary of this increased investment will be suppliers critical equipment required to support their expansion initiatives. Guess what company stands to benefit $ACMR long and strong. https://twitter.com/i/web/status/2017314602628128979 https://twitter.com/i/web/status/2017314602628128979"
X Link 2026-01-30T19:10Z [----] followers, [----] engagements
"$TMDX will finish the month (January 2026) with roughly [---] flights. This will make for over 20% YoY growth in flights. Bundle that with the fact that: The company has been transitioning from 20% of the business being done through the ground a couple years back to now nearing 40% of the business being done through the ground. Meaning more transplants that we cannot track on a day to day basis. And that: Heart/Lung trials may be responsible for an increased revenue per transplant number overall for the company. And that: European expansion is underway with operations in Italy already"
X Link 2026-01-31T21:36Z [----] followers, [----] engagements
"$TMDX and $ACMR make up 50% of my book. February is going to be a fun month with both companies reporting earnings on the same week most likely. I dont see the market going through a significant correction any time soon though if that were to happen these two companies would likely still outperform; $TMDX due to the fact transplants wont slowdown regardless of market conditions and $ACMR due to the fact China is going to continue ramping up production of fabs for the foreseeable future. https://twitter.com/i/web/status/2018101085517590686 https://twitter.com/i/web/status/2018101085517590686"
X Link 2026-02-01T23:16Z [----] followers, [----] engagements
"$ACMR balance sheet is well-positioned to support incremental investment in the United States strengthening the companys long-term growth outlook. While ACM Shanghai is expected to perform well in the near term sustained value creation will ultimately depend on expanding domestic U.S. capabilities. The recent sale of ACMS shares by $ACMR provides additional capital flexibility enabling management to pursue the development of new US-based facilities more aggressively. If the companys advanced packaging solutions demonstrate competitive performance relative to alternative offerings ACMR is"
X Link 2026-02-03T00:43Z [----] followers, [----] engagements
"Another $ACMR all time high. Drinks on me tonight"
X Link 2026-02-03T15:35Z [----] followers, [---] engagements
"@JoseRestonVA Give me an example of an European company outperforming a US competitor $ASML is the only that comes to mind and outsized returns couldve been made on other areas of the sector. European regulators are ruining their innovation capabilities"
X Link 2026-02-03T17:37Z [----] followers, [---] engagements
"@SwetalP41290270 $asts $tmdx $acmr $eose $tsm ive trimmed tsm significantly this year. the other names i have realized gains on options while keeping the shares i started the year with"
X Link 2026-02-03T21:56Z [----] followers, [---] engagements
"@jaysyoon This is a solid argument. I think its important to notice coherent still has some legacy business dragging some numbers down. If excluding legacy businesses and counting only data center/AI investment the growth numbers look a lot better"
X Link 2026-02-05T03:56Z [----] followers, [---] engagements
"$AMZN is likely raising capex ahead of consensus estimates. This is a winner takes all weapons run and no hyperscaler wants to be left behind. I see no reason to panic away from the semiconductor sector. I am exposed through $ACMR but Id expect many names to outperform for the foreseeable future. https://twitter.com/i/web/status/2019504874015322427 https://twitter.com/i/web/status/2019504874015322427"
X Link 2026-02-05T20:14Z [----] followers, [----] engagements
"Burry needs to hang it up. No upside infinite downside pitch. Fucking insane"
X Link 2026-02-05T22:06Z [----] followers, [----] engagements
"I am against any form of accounting tricks and will look at financial statements dating back several quarters on companies I like. With that being said I have found no red flags on any of applovins accounting practices. The issue is growth and margins (140 rule of 40) are so incredibly out of the ordinary people want to scream fraud. https://twitter.com/i/web/status/2019802185610195264 https://twitter.com/i/web/status/2019802185610195264"
X Link 2026-02-06T15:55Z [----] followers, [---] engagements
"Back to regular programming I guess which features $ACMR making new all time highs [--] times a week"
X Link 2026-02-06T16:50Z [----] followers, [---] engagements
"$ACMR call options printing American currency today. Drinks on me again. Mightve been the best call of my career when accounting for r/r downside risk and etc"
X Link 2026-02-06T19:08Z [----] followers, [---] engagements
"Spent the weekend looking into industrial/manufacturing sector stocks and naturally all the blue chips $CAT $DE $CMI look great but one that doesnt get as much attention and is guiding double digit EPS cagr for the next [--] years with expanding operating margins is $WAB I am tempted to take a position before their earnings report Wednesday pre market and reassess after the print. https://twitter.com/i/web/status/2020565976862101654 https://twitter.com/i/web/status/2020565976862101654"
X Link 2026-02-08T18:30Z [----] followers, [----] engagements
"@James9109459951 Still a few weeks away I wont be taking a good look until closer. I expect backlog to continue to trend higher"
X Link 2026-02-09T01:43Z [----] followers, [--] engagements
"@James9109459951 Nice $acmr should hit new ath this week"
X Link 2026-02-09T02:09Z [----] followers, [--] engagements
"$ACMR should make a couple new ATHs this week. Cant wait"
X Link 2026-02-09T03:45Z [----] followers, [----] engagements
"I never pulled the trigger on the $APP dip as I am waiting for the day of the earnings call to do so though it does bring a smile to my face to see panicans selling their shares cheap for lack of understanding of the business"
X Link 2026-02-09T17:34Z [----] followers, [----] engagements
"This is an update on what I currently hold and their approximate weightings: YTD performance: +32% $asts = 30% $acmr = 23% Cash = 20% $tmdx = 19% $eose = 4% $app = 3% $strl $wab $ppih $myrg $embj = less than 1% each My turnover is over 100% so things change quickly. Id like to increase stakes in all the ones I have tiny positions but theres been no significant pullbacks. Ive realized profits on options along the way. Taking advantage of high implied volatility. https://twitter.com/i/web/status/2020933541207658618 https://twitter.com/i/web/status/2020933541207658618"
X Link 2026-02-09T18:51Z [----] followers, [----] engagements
"@Eriic1481 For example tsm was tiny up until [----] and it became 80% weight at one point; Same with Tmdx which was small from [----] up until after the January short report then it became massive"
X Link 2026-02-09T20:34Z [----] followers, [---] engagements
"$ACMR to announce earnings on February 26th pre market. This is significant because theres an options chain expiring on February 20th. Ive personally sold $75 calls expiring then and Im assuming these will be worth a lot less tomorrow. Time will tell. Cant wait for the report and margins guidance. https://twitter.com/i/web/status/2020969720594432058 https://twitter.com/i/web/status/2020969720594432058"
X Link 2026-02-09T21:15Z [----] followers, [---] engagements
"@KyleReedTrader @Investinc_Intel I know we dont agree on that but I doubt the stock triples from here into 2030"
X Link 2026-02-11T00:53Z [----] followers, [--] engagements
"There it is Happy $ACMR all time high day to those who celebrate it $ACMR should make a couple new ATHs this week. Cant wait. $ACMR should make a couple new ATHs this week. Cant wait"
X Link 2026-02-11T15:39Z [----] followers, [---] engagements
"@PPointpass31044 $ACMR does Hahah I wouldnt be surprised if applovin sold off initially but I am confident it recovers throughout the call"
X Link 2026-02-11T16:35Z [----] followers, [---] engagements
"Reposting this because $ACMR is up over 70% YTD. More people need to read my quarterly letter from December aging like wine. My top picks for [----] and their returns were: $TMDX = 98% $TSM = 51% If you added on dips the returns were even higher. For [----] my top picks are: $ACMR $ASTS Lets see what the future holds. My top picks for [----] and their returns were: $TMDX = 98% $TSM = 51% If you added on dips the returns were even higher. For [----] my top picks are: $ACMR $ASTS Lets see what the future holds"
X Link 2026-02-11T17:42Z [----] followers, [----] engagements
"$ACMR up 77% from December 31st closing price to current price. What an amazing opportunity this was. Thanks for playing"
X Link 2026-02-11T19:38Z [----] followers, [---] engagements
"Sold $acmr covered calls expiring on Feb 20th"
X Link 2026-02-11T19:49Z [----] followers, [---] engagements
"@biggmichaelmike Thanks for reading Mr Zimmermann"
X Link 2026-02-11T20:09Z [----] followers, [--] engagements
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