#  @mathlonning Matheus Lonning Matheus Lonning posts on X about $tmdx, $app, $acmr, app the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2966894595/interactions)  - [--] Week [-------] +6.90% - [--] Month [-------] +111% - [--] Months [---------] +110% - [--] Year [---------] +64% ### Mentions: [--] [#](/creator/twitter::2966894595/posts_active)  - [--] Week [---] -11% - [--] Month [---] +95% - [--] Months [-----] +849% - [--] Year [-----] +10,943% ### Followers: [-----] [#](/creator/twitter::2966894595/followers)  - [--] Week [-----] +8.10% - [--] Month [-----] +28% - [--] Months [-----] +612% ### CreatorRank: [-------] [#](/creator/twitter::2966894595/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 41.67% [finance](/list/finance) 23.81% [technology brands](/list/technology-brands) 8.33% [social networks](/list/social-networks) 3.17% [cryptocurrencies](/list/cryptocurrencies) 1.19% [countries](/list/countries) 1.19% [travel destinations](/list/travel-destinations) 0.79% [exchanges](/list/exchanges) 0.4% [automotive brands](/list/automotive-brands) 0.4% **Social topic influence** [$tmdx](/topic/$tmdx) #5, [$app](/topic/$app) #39, [$acmr](/topic/$acmr) #11, [app](/topic/app) #3091, [$asts](/topic/$asts) #186, [in the](/topic/in-the) 4.76%, [applovin](/topic/applovin) #43, [market](/topic/market) #4032, [$regn](/topic/$regn) 4.37%, [business](/topic/business) 3.97% **Top accounts mentioned or mentioned by** [@nietschecapital](/creator/undefined) [@douchebag168](/creator/undefined) [@manthantweets1](/creator/undefined) [@mikimmykim](/creator/undefined) [@james9109459951](/creator/undefined) [@stonk_wisdom](/creator/undefined) [@masayoshisson](/creator/undefined) [@ad_quant](/creator/undefined) [@park_invest](/creator/undefined) [@valuedrift](/creator/undefined) [@roanokecap](/creator/undefined) [@mmonis](/creator/undefined) [@ppointpass31044](/creator/undefined) [@smallmidcaps](/creator/undefined) [@jonahlupton](/creator/undefined) [@lngtermcapital](/creator/undefined) [@jxyhsns](/creator/undefined) [@parkinvest](/creator/undefined) [@betochmam](/creator/undefined) [@dogballscapital](/creator/undefined) **Top assets mentioned** [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$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) [Coherent Inc (COHR)](/topic/$cohr) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Metadium (META)](/topic/$meta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Reddit, Inc. (RDDT)](/topic/$rddt) [WaterBridge Infrastructure LLC (WBI)](/topic/$wbi) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Bloom Energy Corporation (BE)](/topic/$be) [Unity Software Inc. (U)](/topic/$u) [Westinghouse Air Brake Technologies Corp (WAB)](/topic/$wab) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Now Coin (NOW)](/topic/$now) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Eli Lilly and Company (LLY)](/topic/$lly) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cloudflare, Inc. (NET)](/topic/$net) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/ge-healthcare) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Constellation Energy Corp (CEG)](/topic/$ceg) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Carvana Co. (CVNA)](/topic/$cvna) ### Top Social Posts Top posts by engagements in the last [--] hours "Here are some updates from Xvivo one of $TMDX competitors in the niche organ perfusion sector. Trials aside their revenue growth YoY has slowed down tremendously. From over 30% growth in [----] to roughly 1% in [----]. Most of their revenue comes from heart/lung within the US while liver/kidney provide some revenue mostly in EUROPE From their trial updates it appears kidney has NOT been able to gain meaningful share in the US market. Which I strongly believe is related to $TMDX OCS and NOP platform offering significant benefits over Xvivo solutions. Within the US heart/lung growth has slowed down" [X Link](https://x.com/mathlonning/status/2021001523606716847) 2026-02-09T23:21Z [----] followers, [----] engagements "Added $app at $415" [X Link](https://x.com/mathlonning/status/2021693333488247037) 2026-02-11T21:10Z [----] followers, [----] engagements "I added $asts leaps $app shares and $Tmdx leaps and shares today" [X Link](https://x.com/mathlonning/status/2021982067811287547) 2026-02-12T16:17Z [----] followers, [----] engagements "$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 "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 "Remember when $ALNY market cap was bigger than $REGN for a bit lol" [X Link](https://x.com/mathlonning/status/2010814330082652503) 2026-01-12T20:41Z [----] followers, [----] engagements "$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 "Started a position in $RBRK Software winners still deserve a premium multiple. Time will tell if $RBRK is a winner but I do like the r/r here" [X Link](https://x.com/mathlonning/status/2016204981561606429) 2026-01-27T17:41Z [----] followers, [----] engagements "$TMDX continues to average [--] flights/day in January Even after a rough day likely due to storms across the US the team continues to execute. Heres a transcript from the recent JPM conference where Waleed mentioned his excitement to provide Q4 [----] results and initial FY2026 guidance: https://twitter.com/i/web/status/2016217861258412360 https://twitter.com/i/web/status/2016217861258412360" [X Link](https://x.com/mathlonning/status/2016217861258412360) 2026-01-27T18:32Z [----] 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 "@FilipsMoneyX Years ahead" [X Link](https://x.com/mathlonning/status/2016237179702517790) 2026-01-27T19:49Z [----] followers, [---] engagements "Ive been vocal about the SP500 committee selecting $CVNA with the company having serious accounting issues. It is utterly unacceptable for the committee to include any such company in the index ( $SMCI thinking of you ) . In my opinion this is a win for active managers and a loss for ETF and chill investors. One cannot trust those responsible for selecting the companies that make up the index when blatant fraud and hidden agendas are weighing on those decisions. Embarrassing. I also spoke about this on my quarterly letter. Theres a reason the average account on $IBKR beat the indexes last" [X Link](https://x.com/mathlonning/status/2016578364635820215) 2026-01-28T18:25Z [----] followers, [----] engagements "After running a Monte Carlo simulation aiming to predict $TMDX Q4 [--] revenues I have come to the following conclusions: Theres a 66% chance of revenues coming in at $157.4M +-1.5% Therefore that is my base case for the quarter. I used the following inputs among others: - Total transplant volume growth rate. - OCS penetration rate across eligible transplants. - Average revenue per transplant (by organ mix). - Geographic mix (US vs Europe/international revenue contribution). - Air vs ground transport mix affecting revenue per case. Ill make a more comprehensive post eventually." [X Link](https://x.com/mathlonning/status/2016580034493038870) 2026-01-28T18:32Z [----] 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 "Sold $RBRK for 4% gain. Need cash to play $APP earnings. Will revisit $RBRK closer to catalysts" [X Link](https://x.com/mathlonning/status/2016599588648722529) 2026-01-28T19:49Z [----] followers, [----] engagements "$TSM was 80% of my portfolio late [----]. It is only 7% now after realizing most of the returns. A beast of a company. Thank you for your service Mr Wei youre the best" [X Link](https://x.com/mathlonning/status/2016676469720961354) 2026-01-29T00:55Z [----] 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 "Didnt even want to buy $tmdx today but people wanna sell it under $136 Ill take it" [X Link](https://x.com/mathlonning/status/2016942323217945050) 2026-01-29T18:31Z [----] 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 "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 $asts" [X Link](https://x.com/mathlonning/status/2017354449233318197) 2026-01-30T21:49Z [----] followers, [----] engagements "$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 "$PLTR is probably going to post the most insane revenue and margin growth and still be trading at 300x+ P/E after lmfao" [X Link](https://x.com/mathlonning/status/2018031488542105659) 2026-02-01T18:39Z [----] followers, 10.8K engagements "$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 "$TMDX Q1 [----] earnings call still several months away but do not be surprised when they post 30%+ YoY revenue growth with expanding operating margins. One of the few growth companies outside the overcrowded sectors. Which makes it a solid way to diversify preventing overall portfolio drawdowns due to low correlation with other popular names. https://twitter.com/i/web/status/2018373264528257433 https://twitter.com/i/web/status/2018373264528257433" [X Link](https://x.com/mathlonning/status/2018373264528257433) 2026-02-02T17:17Z [----] followers, [----] engagements "$TMDX averaged [----] flights/day last February. They may conservatively average 30% more flights this February. WHILE having a higher percentage of ground operations. Therefore "true" case growth may be 35%+ YoY in February conservatively. Adding the fact heart/lung bring in more revenue per case and ongoing trials are underway with no restrictions; "true" revenue growth may be closer to 40% YoY for the month. There are a lot of assumptions here but still there are many factors to this story that are not priced in. $TMDX shorts should proceed with caution." [X Link](https://x.com/mathlonning/status/2018414367914807414) 2026-02-02T20:01Z [----] followers, [----] engagements "I saw several posts last night talking about circuit breakers being activated in the US stock market today. Or black Monday or whatever cringe stuff people will say for engagement. Nasdaq and S&P500 both closed up over 0.5% lmfao panicans need to stop paying attention to Sunday night futures" [X Link](https://x.com/mathlonning/status/2018472513576259981) 2026-02-02T23:52Z [----] followers, [---] engagements "$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 "$TMDX averaging over [--] flights/day [--] days into February. Keep in mind this is a [--] day month therefore 800+ flights would be splendid. Waleed will have close to [--] months of Q1 [--] data when putting out the [----] guidance. If this performance keeps up 20-25% YoY growth in the initial guidance becomes conservative. I have about $100k worth of call options alone. Lets do this $TMDX https://twitter.com/i/web/status/2018752484605612170 https://twitter.com/i/web/status/2018752484605612170" [X Link](https://x.com/mathlonning/status/2018752484605612170) 2026-02-03T18:24Z [----] 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 "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 "I am not a chart guy and I rarely look at charts; with that being said $TMDX has consolidated in the current range since last May (8 months). Making higher highs and higher lows within that period. It needs a spark for lift off and I strongly believe that spark comes on the next earnings call. Data looks amazing. Multiple has compressed significantly due to EPS picking up quicker than any forecast all the stock needs is a solid guidance. I see them doing just that. Can't wait. https://twitter.com/i/web/status/2018800130598883766 https://twitter.com/i/web/status/2018800130598883766" [X Link](https://x.com/mathlonning/status/2018800130598883766) 2026-02-03T21:33Z [----] 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. $APP has many advantages over its competitors such as user interface and data collected over the years. It would take years for a new product to collect as much data. Excited to see what Adam has to say next Wednesday. https://twitter.com/i/web/status/2019088532372091030 https://twitter.com/i/web/status/2019088532372091030" [X Link](https://x.com/mathlonning/status/2019088532372091030) 2026-02-04T16:39Z [----] followers, [----] engagements "$COHR down 7% looks interesting here reporting numbers after hours. Paying close attention to this one" [X Link](https://x.com/mathlonning/status/2019098211282219260) 2026-02-04T17:18Z [----] followers, [---] engagements "All S&P sectors green EXCEPT tech lol" [X Link](https://x.com/mathlonning/status/2019100108462387487) 2026-02-04T17:25Z [----] followers, [---] engagements "Whoever came up with the vibe coding idea and immediately went short SaaS may be the person of the year" [X Link](https://x.com/mathlonning/status/2019111047295299704) 2026-02-04T18:09Z [----] 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 "@DoucheBag168 If it goes wrong plan is to sell my $TSM and make $COHR 7% position. If it goes well I take the win and help daily PnL a bit" [X Link](https://x.com/mathlonning/status/2019120006072811958) 2026-02-04T18:44Z [----] 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 "@PaRk_Invest Keep your head up" [X Link](https://x.com/mathlonning/status/2019124753752330502) 2026-02-04T19:03Z [----] 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 "1000 shares now. Looking for margins to increase by [---] bps and guidance to come in ahead of sell-side estimates. From $LITE earnings reaction assuming $COHR had no supply-chain issues this quarter they should be able to post incredible margins due to increasing pricing power. Im in for $COHR earnings with [---] shares at $205. Will add more if it goes under $200 before close. Sell order at $235. 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/2019139781054406748) 2026-02-04T20:03Z [----] 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 "No clue why $TMDX was bundled with high beta/pre revenue today when the FCF is solid and rapidly rising. Took advantage of dip and added some calls. The volatility has allowed me to buy and sell roughly 10k worth of calls for 10% gain day after day. So Im grateful for it" [X Link](https://x.com/mathlonning/status/2019150864922165594) 2026-02-04T20:47Z [----] followers, [----] engagements "Margins werent as great as they shouldve been for the multiple $COHR trades. Rough loss [----] shares now. Looking for margins to increase by [---] bps and guidance to come in ahead of sell-side estimates. From $LITE earnings reaction assuming $COHR had no supply-chain issues this quarter they should be able to post incredible margins due to increasing pricing power. [----] shares now. Looking for margins to increase by [---] bps and guidance to come in ahead of sell-side estimates. From $LITE earnings reaction assuming $COHR had no supply-chain issues this quarter they should be able to post" [X Link](https://x.com/mathlonning/status/2019157478806864072) 2026-02-04T21:13Z [----] 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 "@KMcCormick2016 Ive tuned in to the last [--] $LITE calls but this is my first $COHR one. Quite impressed with the professionalism. I sent you a DM please take a look if time allows" [X Link](https://x.com/mathlonning/status/2019167978005361150) 2026-02-04T21:55Z [----] followers, [---] engagements "@byron_oja That depends on a lot of factors. I cant give you an answer. But if applovin is below $400 the day of earnings Ill be buying as well" [X Link](https://x.com/mathlonning/status/2019172802541301945) 2026-02-04T22:14Z [----] 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 "@beTochMam Fair enough It definitely is if growth slows down. Well see the numbers the post next week" [X Link](https://x.com/mathlonning/status/2019181116570366080) 2026-02-04T22:47Z [----] followers, [---] engagements "@beTochMam Thats a possibility. The way I see it tradedesk lost market share. Applovin has shown no signs of market share loss. Well have more details soon" [X Link](https://x.com/mathlonning/status/2019183878209187922) 2026-02-04T22:58Z [----] followers, [---] engagements "My DMs are open for everyone. Please DM with any thoughts or suggestions or questions etc. Some comments that dont show up to me anymore but Im always happy to discuss stock/volatility" [X Link](https://x.com/mathlonning/status/2019192812831666442) 2026-02-04T23:34Z [----] followers, [---] engagements "@valuedrift Higher capex doesnt necessarily mean higher returns for tsm. They have to prove roic is good. My point was more for the sector as a whole theres been no reason to assume growth will slow down anytime soon" [X Link](https://x.com/mathlonning/status/2019204528307073380) 2026-02-05T00:20Z [----] followers, [--] engagements "Less than a year ago a lot of folks on Twitter (myself included) were discounting $GOOG as a loser in the AI race due to search growth slowing down a few quarters ago that changed quickly and now google is seen as a major winner. My point is narratives can change very quickly. Especially in todays environment where news spreads faster than ever. SaaS companies with software that actually produce value for other companies may very well be seen as AI beneficiary less than a year from now. Similar to what we saw happen with $GOOG $APP $NOW $RBRK" [X Link](https://x.com/mathlonning/status/2019276026380186071) 2026-02-05T05:04Z [----] 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 "I havent seen any bible quotes yet therefore the bottom is not near lol" [X Link](https://x.com/mathlonning/status/2019456817978335673) 2026-02-05T17:03Z [----] followers, [----] engagements "Odds of a March cut at 20% seem low after this job print. Theres a real chance rate cuts are going to be a consensus by then" [X Link](https://x.com/mathlonning/status/2019465041549094959) 2026-02-05T17:36Z [----] 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 $APP would be trading at a very low multiple if growth was to continue. Well see" [X Link](https://x.com/mathlonning/status/2019497288419406146) 2026-02-05T19:44Z [----] followers, [---] engagements "On publicly available data nothing has changed. Perhaps theres some news that is not public yet or something but unlikely. I was selling applovin in the 700s because the multiple was too high and downside real at those levels but in the 300s that downside is extremely limited imo. So r/r is there. https://twitter.com/i/web/status/2019499193644249181 https://twitter.com/i/web/status/2019499193644249181" [X Link](https://x.com/mathlonning/status/2019499193644249181) 2026-02-05T19:51Z [----] followers, [---] engagements "$PLTR is almost back to where I sold it last year ($130/share). If this behemoth goes under $100/share theres not another company in the market Id rather own. Long American exceptionalism no matter what" [X Link](https://x.com/mathlonning/status/2019502258942288233) 2026-02-05T20:03Z [----] 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 "@Nietschecapital Wouldnt touch $pltr till near their next earnings so doesnt matter too much right now" [X Link](https://x.com/mathlonning/status/2019506214800093681) 2026-02-05T20:19Z [----] followers, [---] engagements "@Nietschecapital Id take app at $350 over pltr at $100 but at $30 Im going pltr for sure. App would have to be under $200 or something. If we are going straight business for business regardless of price i honestly dont know what id pick" [X Link](https://x.com/mathlonning/status/2019508400951005301) 2026-02-05T20:28Z [----] 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 $app" [X Link](https://x.com/mathlonning/status/2019558890686542125) 2026-02-05T23:48Z [----] followers, [---] engagements "$TMDX thoughts: Assuming market sentiment remains similar towards risk on equities leading into $TMDX earnings call late February; some investors may be looking into safer assets to park their money in. If $TMDX does end up posting the Q4 [----] numbers Im expecting with a strong guidance some investors who may have been reluctant to invest in the niche medtech sector $TMDX is a part of may feel more inclined to buy into the idea as the growth should be reinstated and the moat doesnt appear to be threatened by AI anytime soon. Obviously things can change within a day but the possibility of" [X Link](https://x.com/mathlonning/status/2019563066183364773) 2026-02-06T00:05Z [----] 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 "@Nietschecapital IV on $be was over 400% Reddit is probably being hit by lower expected vol but to a much lesser extent. Id think theres a little more to the Reddit story than just iv crush" [X Link](https://x.com/mathlonning/status/2019860411940790335) 2026-02-06T19:47Z [----] followers, [---] engagements "@Nietschecapital Actually I take back what I said rddt iv was up there as well. Definitely iv crush" [X Link](https://x.com/mathlonning/status/2019861172166812121) 2026-02-06T19:50Z [----] followers, [---] engagements "@UltraGazoo Thank you for reading Ultra Gazoo" [X Link](https://x.com/mathlonning/status/2020235686570610862) 2026-02-07T20:38Z [----] followers, [--] engagements "@PaRk_Invest Lets go" [X Link](https://x.com/mathlonning/status/2020314428760289326) 2026-02-08T01:51Z [----] followers, [--] engagements "@chipflare Its a great company. Multiple reflects that. But eps growing at an impressive rate and international business provides some diversification that Im interested in" [X Link](https://x.com/mathlonning/status/2020566771271385319) 2026-02-08T18:33Z [----] followers, [---] engagements "@PPointpass31044 Earnings due late February and its one of the few semiconductor chain companies trading at a reasonable multiple. Theres been news of increasing investment coming out of Chinese companies. People are going to have fomo and bid it up all the way to earnings" [X Link](https://x.com/mathlonning/status/2020716710744244308) 2026-02-09T04:29Z [----] followers, [--] engagements "$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 $BE stock today is one of the best examples of IV crush Ive seen in a long time. Option chain expiring today is destroyed. Itll likely go higher next week but it goes to show lottery 1DTE options cant be called an investment and should be looked at as a gamble" [X Link](https://x.com/mathlonning/status/2020914615840821377) 2026-02-09T17:36Z [----] followers, [---] engagements "@buylowandwait I have actively traded tmdx shares and options daily" [X Link](https://x.com/mathlonning/status/2020942083759145167) 2026-02-09T19:25Z [----] followers, [--] engagements "$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 $TMDX https://twitter.com/i/web/status/2020974151591395441 https://twitter.com/i/web/status/2020974151591395441" [X Link](https://x.com/mathlonning/status/2020974151591395441) 2026-02-09T21:32Z [----] followers, [----] engagements "@jb_equities Nice buy" [X Link](https://x.com/mathlonning/status/2021092622899744900) 2026-02-10T05:23Z [----] followers, [---] engagements "@invest_alph Applovin is a much bigger company and wont be involved in a pre announcement unless scheduled before hand. I was referencing not buying last week as I saw better opportunity cost elsewhere. I have started building my position back up again today and will increase it tomorrow" [X Link](https://x.com/mathlonning/status/2021369505524613553) 2026-02-10T23:43Z [----] followers, [---] engagements "@felix39990211 @roanokecap Are you saying if one is long they dont want a gamma squeeze to ultimately lead to an unwind later on I didnt quite understand your point" [X Link](https://x.com/mathlonning/status/2021382963657929174) 2026-02-11T00:37Z [----] followers, [--] engagements "@jb_equities It may be but its wise to be ready for all possible outcomes imo" [X Link](https://x.com/mathlonning/status/2021405982828659030) 2026-02-11T02:08Z [----] followers, [--] engagements "$APP still has $3.28B outstanding in their buyback program. On Q4 [----] they purchase shares at $600/share if stock remains at current levels management will likely continue to deploy this buyback allowance. Shares outstanding have trended down for [--] consecutive quarters and the company does not suffer from extreme SBC losses affecting FCF. https://twitter.com/i/web/status/2021804279921881578 https://twitter.com/i/web/status/2021804279921881578" [X Link](https://x.com/mathlonning/status/2021804279921881578) 2026-02-12T04:31Z [----] followers, [----] engagements "My attention is now onto $TMDX earnings on the 24th. A 20-25% initial revenue growth guidance for [----] means that Waleed thinks $TMDX can do 30-40% in reality. Thats where I think the guidance will come in. Data continues to support a strong initial guidance and that will be important to keep the stock from falling. https://twitter.com/i/web/status/2022003153353551878 https://twitter.com/i/web/status/2022003153353551878" [X Link](https://x.com/mathlonning/status/2022003153353551878) 2026-02-12T17:41Z [----] followers, [----] engagements "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/mathlonning/status/2022370206887350716) 2026-02-13T18:00Z [----] 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 $TMDX - Nice setup of the trend line I already have a swing from lower so did not add today https://t.co/8ANyV3OWr7" [X Link](https://x.com/mathlonning/status/2022382185114931249) 2026-02-13T18:47Z [----] followers, [----] engagements "$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/anyuser/status/1946255919236415962) 2025-07-18T17:09Z [----] followers, [----] engagements "$TMDX up about 17% after hours. We may see a 20%+ pop tomorrow at open. Similar to what happened last earnings" [X Link](https://x.com/anyuser/status/1950708324770644093) 2025-07-31T00:01Z [----] followers, [----] engagements "$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/anyuser/status/1953933774145957954) 2025-08-08T21:38Z [----] followers, [----] engagements "Early into overnight trading and with low volume but tomorrow should be fun for $TMDX bulls. BURN THE SHORTS" [X Link](https://x.com/anyuser/status/1954700716133826595) 2025-08-11T00:25Z [----] followers, [----] engagements "$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/anyuser/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 $TMDX short it at your own peril" [X Link](https://x.com/anyuser/status/1960061549512708118) 2025-08-25T19:27Z [----] followers, [----] engagements "$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. $TMDX knew that was coming and is well positioned to meet yearly" [X Link](https://x.com/anyuser/status/1965125025918509535) 2025-09-08T18:48Z [----] followers, 14.3K engagements "$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/anyuser/status/1970126614488035537) 2025-09-22T14:02Z [----] followers, [----] engagements "Strongly believe $TMDX would not have made the plane acquisition if they were going to miss analyst estimates for Q3 or were at least confident Q4 was going to go well. Management knows any slight miss will lead to shorts piling up and this purchase could be used as fuel. Can't wait for the Q3 call. IMO EPS will beat by over 100% and revenue will come in line with expectations. Don't forget management said there was upside to the yearly guidance raised in Q2; therefore don't rule out another raise" [X Link](https://x.com/anyuser/status/1975981660912185535) 2025-10-08T17:48Z [----] followers, [----] engagements "$TMDX planes busy last few days 👀👀" [X Link](https://x.com/anyuser/status/1977117684870660485) 2025-10-11T21:02Z [----] 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/anyuser/status/1982662909110145038) 2025-10-27T04:17Z [----] followers, [----] engagements "Happy $TMDX earnings day to those who celebrate it" [X Link](https://x.com/anyuser/status/1983546930442698942) 2025-10-29T14:50Z [----] followers, [----] engagements "THERE IT IS $TMDX CFO says theres UPSIDE TO GUIDANCE THEY SAID IT" [X Link](https://x.com/anyuser/status/1983638835222475216) 2025-10-29T20:55Z [----] followers, [----] engagements "$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 $156M in Q4 to beat the midpoint of the guidance and early data suggests they may surpass that with ease" [X Link](https://x.com/anyuser/status/1984388010239279207) 2025-10-31T22:32Z [----] followers, [----] engagements "$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 $6.00 [--] P/E What do you think" [X Link](https://x.com/anyuser/status/1985399319521083446) 2025-11-03T17:30Z [----] followers, [----] engagements "$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 "Now that we have gotten all the lame SaaS earnings out of the way we can get ready for the actual Super Bowl tomorrow which will be $APP earnings after hours. All eyes on this. Short report $META competition threats fraud suspicions SaaS apocalypse due to AI fears you name it. IV is going to be over 200% so theres money to be made both ways. May the best traders win https://twitter.com/i/web/status/2021336690753974321 https://twitter.com/i/web/status/2021336690753974321" [X Link](https://x.com/mathlonning/status/2021336690753974321) 2026-02-10T21:33Z [----] 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 "This is exactly where names are made. $APP down 35% YTD with no material changes from last earnings call. Fears of all SaaS becoming obsolete short report that was later dropped somewhat related company $U down 30% after weak guidance Implied Volatility at over 230% implied move 15%+- This is where Adam puts AppLovin on everyones watchlist. Everyone is watching. This is a chance to show the world why AXON is the best in the business. Good luck to all involved https://twitter.com/i/web/status/2021659924041019645 https://twitter.com/i/web/status/2021659924041019645" [X Link](https://x.com/mathlonning/status/2021659924041019645) 2026-02-11T18:57Z [----] followers, [----] engagements "$APP going right as expected. Numbers crushed. Algo sell off my first buy order hit. My second and third buys didnt hit. I expect it to recover to high of day+ during the actual call. Thanks all for playing. Happy $APP earnings day" [X Link](https://x.com/mathlonning/status/2021695890721759437) 2026-02-11T21:20Z [----] followers, [----] engagements "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. Impressive to see no stuttering at all from Adam even when answering complex statistics based questions. Highlighting his deep understanding of the business and overall sector dynamics. On price action: Stock did not continue recovery towards the upside during the call which I thought it would; but it is still trading at" [X Link](https://x.com/mathlonning/status/2021723337488236811) 2026-02-11T23:09Z [----] followers, 13.6K 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/mathlonning/status/2021727654060372457) 2026-02-11T23:26Z [----] 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/mathlonning/status/2021747962448429282) 2026-02-12T00:47Z [----] followers, [----] engagements "Rough $APP sell-off. I bought back my covered calls for 99% gains and used the money to pick up some shares. If youre a bear congrats on your win. Though the revenue growth is going to continue accelerating. The margins are going to continue being best-in-class. The fraud allegations will continue being debunked. And ultimately the best adtech engine will emerge as a winner. https://twitter.com/i/web/status/2021981930003317116 https://twitter.com/i/web/status/2021981930003317116" [X Link](https://x.com/mathlonning/status/2021981930003317116) 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 "Having a rough day today as $ASTS is being hit hard. Currently at +25% YTD and cash down to 10%" [X Link](https://x.com/mathlonning/status/2022032693035479046) 2026-02-12T19:38Z [----] followers, [----] engagements "Nice to see a massive $7.5M insider purchase on $RDDT A lot of software companies could use these kinds of purchases from insider to increase confidence in the overall sector" [X Link](https://x.com/mathlonning/status/2022346390412877954) 2026-02-13T16:25Z [----] 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 "@SingularityRes @blondesnmoney @Mike10947310 @shantaram83 Definitely. No reason their near monopoly in those niche parts should be trading at this market cap. Once people can get their hands on shares without OTC bullshit the company will trade at a much higher valuation" [X Link](https://x.com/mathlonning/status/2022354119781159158) 2026-02-13T16:56Z [----] followers, [--] engagements "@masayoshisson Do you still like $asx here" [X Link](https://x.com/mathlonning/status/2022384428220321892) 2026-02-13T18:56Z [----] followers, [---] engagements "$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/anyuser/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. $TMDX" [X Link](https://x.com/anyuser/status/1981774773735895056) 2025-10-24T17:28Z [----] followers, [----] engagements "$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/anyuser/status/1982833572307444176) 2025-10-27T15:35Z [----] followers, [----] engagements "Thanks to whoever sold me $TMDX at $115 a minute ago lol" [X Link](https://x.com/anyuser/status/1983627655963668492) 2025-10-29T20:11Z [----] followers, [----] engagements "Did people not realize $TMDX raised guidance lol" [X Link](https://x.com/anyuser/status/1983628550508057077) 2025-10-29T20:14Z [----] followers, [----] engagements "Old heads/boomers bought the shit out of this $SPGI $MCO sell off 🤣" [X Link](https://x.com/mathlonning/status/2021251300525002756) 2026-02-10T15:53Z [----] followers, [---] engagements "$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 $APP continues to expand" [X Link](https://x.com/mathlonning/status/2021656820604186668) 2026-02-11T18:45Z [----] followers, [----] engagements "$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 "If Cathie Wood buys $APP today we are fucked btw" [X Link](https://x.com/mathlonning/status/2022011797046514101) 2026-02-12T18:15Z [----] 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/mathlonning/status/2022028514627838090) 2026-02-12T19:22Z [----] followers, [----] engagements "Hows everyone feeling Was last Friday a bull trap I realized gains on all my hedges though the nominal value of my holdings is down considerably. Which is unfortunate. The beauty of the market is that theres always an opportunity somewhere. Good luck to all and keep your heads up" [X Link](https://x.com/mathlonning/status/2022059761601318948) 2026-02-12T21:26Z [----] 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 I would prefer not the be in that position lol But if it was a 10% allocation Id go $APP 100% allocation Id go $RDDT" [X Link](https://x.com/mathlonning/status/2022352510216999340) 2026-02-13T16:49Z [----] 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/mathlonning/status/2022442587798557095) 2026-02-13T22:47Z [----] 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 "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 $ACMR long and strong. https://twitter.com/i/web/status/2017314602628128979 https://twitter.com/i/web/status/2017314602628128979" [X Link](https://x.com/mathlonning/status/2017314602628128979) 2026-01-30T19:10Z [----] followers, [----] engagements "$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 $ACMR and will be placing orders. https://twitter.com/i/web/status/2017374633235030290 https://twitter.com/i/web/status/2017374633235030290" [X Link](https://x.com/mathlonning/status/2017374633235030290) 2026-01-30T23:09Z [----] followers, [----] engagements "$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 "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 "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 $APP has targeted and they are just starting to tap into the market. Theyre going to show better than expected revenue growth highlighting the quality of their ad software AXON. At current prices the R/R is compelling in my opinion. Theres major downside risk in case of a potential revenue slowdown though I see this scenario as quite unlikely" [X Link](https://x.com/mathlonning/status/2018452115820278112) 2026-02-02T22:31Z [----] followers, [----] engagements "$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 "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 "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 "@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 "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 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 "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 "Added to $COHR after hours. At first glance I like the guidance. The margins were not as great as other sector winners have posted though the data center segment growth is solid" [X Link](https://x.com/mathlonning/status/2019160392950546488) 2026-02-04T21:25Z [----] followers, [---] engagements "@jaysyoon This is a solid argument. I think its important to notice coherent still has some legacy business dragging some numbers down. If excluding legacy businesses and counting only data center/AI investment the growth numbers look a lot better" [X Link](https://x.com/mathlonning/status/2019258735265533974) 2026-02-05T03:56Z [----] followers, [---] engagements "$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 $ACMR but Id expect many names to outperform for the foreseeable future. https://twitter.com/i/web/status/2019504874015322427 https://twitter.com/i/web/status/2019504874015322427" [X Link](https://x.com/mathlonning/status/2019504874015322427) 2026-02-05T20:14Z [----] followers, [----] engagements "$RDDT crushed. $APP will be fine" [X Link](https://x.com/mathlonning/status/2019518238078763340) 2026-02-05T21:07Z [----] 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 "$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 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 "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 "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 "@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 "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 "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 Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mathlonning Matheus Lonning
Matheus Lonning posts on X about $tmdx, $app, $acmr, app the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +6.90%
- [--] Month [-------] +111%
- [--] Months [---------] +110%
- [--] Year [---------] +64%
Mentions: [--] #
- [--] Week [---] -11%
- [--] Month [---] +95%
- [--] Months [-----] +849%
- [--] Year [-----] +10,943%
Followers: [-----] #
- [--] Week [-----] +8.10%
- [--] Month [-----] +28%
- [--] Months [-----] +612%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 41.67% finance 23.81% technology brands 8.33% social networks 3.17% cryptocurrencies 1.19% countries 1.19% travel destinations 0.79% exchanges 0.4% automotive brands 0.4%
Social topic influence $tmdx #5, $app #39, $acmr #11, app #3091, $asts #186, in the 4.76%, applovin #43, market #4032, $regn 4.37%, business 3.97%
Top accounts mentioned or mentioned by @nietschecapital @douchebag168 @manthantweets1 @mikimmykim @james9109459951 @stonk_wisdom @masayoshisson @ad_quant @park_invest @valuedrift @roanokecap @mmonis @ppointpass31044 @smallmidcaps @jonahlupton @lngtermcapital @jxyhsns @parkinvest @betochmam @dogballscapital
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) Coherent Inc (COHR) Lumentum Holdings Inc. Common Stock (LITE) Metadium (META) Taiwan Semiconductor (TSM) Reddit, Inc. (RDDT) WaterBridge Infrastructure LLC (WBI) Eos Energy Enterprises, Inc. (EOSE) Rubrik, Inc. (RBRK) Bloom Energy Corporation (BE) Unity Software Inc. (U) Westinghouse Air Brake Technologies Corp (WAB) Palantir Technologies Inc. (PLTR) Now Coin (NOW) Super Micro Computer, Inc. Common Stock (SMCI) Eli Lilly and Company (LLY) Alphabet Inc Class A (GOOGL) Cloudflare, Inc. (NET) GE HealthCare Technologies Inc. Common Stock (GEHC) Alnylam Pharmaceuticals, Inc. (ALNY) Constellation Energy Corp (CEG) Intuitive Surgical, Inc. (ISRG) Carvana Co. (CVNA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Here are some updates from Xvivo one of $TMDX competitors in the niche organ perfusion sector. Trials aside their revenue growth YoY has slowed down tremendously. From over 30% growth in [----] to roughly 1% in [----]. Most of their revenue comes from heart/lung within the US while liver/kidney provide some revenue mostly in EUROPE From their trial updates it appears kidney has NOT been able to gain meaningful share in the US market. Which I strongly believe is related to $TMDX OCS and NOP platform offering significant benefits over Xvivo solutions. Within the US heart/lung growth has slowed down"
X Link 2026-02-09T23:21Z [----] followers, [----] engagements
"Added $app at $415"
X Link 2026-02-11T21:10Z [----] followers, [----] engagements
"I added $asts leaps $app shares and $Tmdx leaps and shares today"
X Link 2026-02-12T16:17Z [----] followers, [----] engagements
"$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
"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
"Remember when $ALNY market cap was bigger than $REGN for a bit lol"
X Link 2026-01-12T20:41Z [----] followers, [----] engagements
"$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
"Started a position in $RBRK Software winners still deserve a premium multiple. Time will tell if $RBRK is a winner but I do like the r/r here"
X Link 2026-01-27T17:41Z [----] followers, [----] engagements
"$TMDX continues to average [--] flights/day in January Even after a rough day likely due to storms across the US the team continues to execute. Heres a transcript from the recent JPM conference where Waleed mentioned his excitement to provide Q4 [----] results and initial FY2026 guidance: https://twitter.com/i/web/status/2016217861258412360 https://twitter.com/i/web/status/2016217861258412360"
X Link 2026-01-27T18:32Z [----] 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
"@FilipsMoneyX Years ahead"
X Link 2026-01-27T19:49Z [----] followers, [---] engagements
"Ive been vocal about the SP500 committee selecting $CVNA with the company having serious accounting issues. It is utterly unacceptable for the committee to include any such company in the index ( $SMCI thinking of you ) . In my opinion this is a win for active managers and a loss for ETF and chill investors. One cannot trust those responsible for selecting the companies that make up the index when blatant fraud and hidden agendas are weighing on those decisions. Embarrassing. I also spoke about this on my quarterly letter. Theres a reason the average account on $IBKR beat the indexes last"
X Link 2026-01-28T18:25Z [----] followers, [----] engagements
"After running a Monte Carlo simulation aiming to predict $TMDX Q4 [--] revenues I have come to the following conclusions: Theres a 66% chance of revenues coming in at $157.4M +-1.5% Therefore that is my base case for the quarter. I used the following inputs among others: - Total transplant volume growth rate. - OCS penetration rate across eligible transplants. - Average revenue per transplant (by organ mix). - Geographic mix (US vs Europe/international revenue contribution). - Air vs ground transport mix affecting revenue per case. Ill make a more comprehensive post eventually."
X Link 2026-01-28T18:32Z [----] followers, [----] engagements
"Happy $ACMR ALL TIME HIGH day to those who celebrate it"
X Link 2026-01-28T19:34Z [----] followers, [---] engagements
"Sold $RBRK for 4% gain. Need cash to play $APP earnings. Will revisit $RBRK closer to catalysts"
X Link 2026-01-28T19:49Z [----] followers, [----] engagements
"$TSM was 80% of my portfolio late [----]. It is only 7% now after realizing most of the returns. A beast of a company. Thank you for your service Mr Wei youre the best"
X Link 2026-01-29T00:55Z [----] 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
"Didnt even want to buy $tmdx today but people wanna sell it under $136 Ill take it"
X Link 2026-01-29T18:31Z [----] 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
"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 $asts"
X Link 2026-01-30T21:49Z [----] followers, [----] engagements
"$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
"$PLTR is probably going to post the most insane revenue and margin growth and still be trading at 300x+ P/E after lmfao"
X Link 2026-02-01T18:39Z [----] followers, 10.8K engagements
"$ORCL needs to cut the dividend. Fuck the shareholders. Its AGI or nothing"
X Link 2026-02-02T16:25Z [----] followers, [----] engagements
"$TMDX Q1 [----] earnings call still several months away but do not be surprised when they post 30%+ YoY revenue growth with expanding operating margins. One of the few growth companies outside the overcrowded sectors. Which makes it a solid way to diversify preventing overall portfolio drawdowns due to low correlation with other popular names. https://twitter.com/i/web/status/2018373264528257433 https://twitter.com/i/web/status/2018373264528257433"
X Link 2026-02-02T17:17Z [----] followers, [----] engagements
"$TMDX averaged [----] flights/day last February. They may conservatively average 30% more flights this February. WHILE having a higher percentage of ground operations. Therefore "true" case growth may be 35%+ YoY in February conservatively. Adding the fact heart/lung bring in more revenue per case and ongoing trials are underway with no restrictions; "true" revenue growth may be closer to 40% YoY for the month. There are a lot of assumptions here but still there are many factors to this story that are not priced in. $TMDX shorts should proceed with caution."
X Link 2026-02-02T20:01Z [----] followers, [----] engagements
"I saw several posts last night talking about circuit breakers being activated in the US stock market today. Or black Monday or whatever cringe stuff people will say for engagement. Nasdaq and S&P500 both closed up over 0.5% lmfao panicans need to stop paying attention to Sunday night futures"
X Link 2026-02-02T23:52Z [----] followers, [---] engagements
"$LITE earnings tomorrow this is gapping up 20% after hours isnt it"
X Link 2026-02-03T00:32Z [----] followers, [----] engagements
"$TMDX averaging over [--] flights/day [--] days into February. Keep in mind this is a [--] day month therefore 800+ flights would be splendid. Waleed will have close to [--] months of Q1 [--] data when putting out the [----] guidance. If this performance keeps up 20-25% YoY growth in the initial guidance becomes conservative. I have about $100k worth of call options alone. Lets do this $TMDX https://twitter.com/i/web/status/2018752484605612170 https://twitter.com/i/web/status/2018752484605612170"
X Link 2026-02-03T18:24Z [----] 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
"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
"I am not a chart guy and I rarely look at charts; with that being said $TMDX has consolidated in the current range since last May (8 months). Making higher highs and higher lows within that period. It needs a spark for lift off and I strongly believe that spark comes on the next earnings call. Data looks amazing. Multiple has compressed significantly due to EPS picking up quicker than any forecast all the stock needs is a solid guidance. I see them doing just that. Can't wait. https://twitter.com/i/web/status/2018800130598883766 https://twitter.com/i/web/status/2018800130598883766"
X Link 2026-02-03T21:33Z [----] 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. $APP has many advantages over its competitors such as user interface and data collected over the years. It would take years for a new product to collect as much data. Excited to see what Adam has to say next Wednesday. https://twitter.com/i/web/status/2019088532372091030 https://twitter.com/i/web/status/2019088532372091030"
X Link 2026-02-04T16:39Z [----] followers, [----] engagements
"$COHR down 7% looks interesting here reporting numbers after hours. Paying close attention to this one"
X Link 2026-02-04T17:18Z [----] followers, [---] engagements
"All S&P sectors green EXCEPT tech lol"
X Link 2026-02-04T17:25Z [----] followers, [---] engagements
"Whoever came up with the vibe coding idea and immediately went short SaaS may be the person of the year"
X Link 2026-02-04T18:09Z [----] 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
"@DoucheBag168 If it goes wrong plan is to sell my $TSM and make $COHR 7% position. If it goes well I take the win and help daily PnL a bit"
X Link 2026-02-04T18:44Z [----] 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
"@PaRk_Invest Keep your head up"
X Link 2026-02-04T19:03Z [----] 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
"1000 shares now. Looking for margins to increase by [---] bps and guidance to come in ahead of sell-side estimates. From $LITE earnings reaction assuming $COHR had no supply-chain issues this quarter they should be able to post incredible margins due to increasing pricing power. Im in for $COHR earnings with [---] shares at $205. Will add more if it goes under $200 before close. Sell order at $235. 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 2026-02-04T20:03Z [----] 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
"No clue why $TMDX was bundled with high beta/pre revenue today when the FCF is solid and rapidly rising. Took advantage of dip and added some calls. The volatility has allowed me to buy and sell roughly 10k worth of calls for 10% gain day after day. So Im grateful for it"
X Link 2026-02-04T20:47Z [----] followers, [----] engagements
"Margins werent as great as they shouldve been for the multiple $COHR trades. Rough loss [----] shares now. Looking for margins to increase by [---] bps and guidance to come in ahead of sell-side estimates. From $LITE earnings reaction assuming $COHR had no supply-chain issues this quarter they should be able to post incredible margins due to increasing pricing power. [----] shares now. Looking for margins to increase by [---] bps and guidance to come in ahead of sell-side estimates. From $LITE earnings reaction assuming $COHR had no supply-chain issues this quarter they should be able to post"
X Link 2026-02-04T21:13Z [----] 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
"@KMcCormick2016 Ive tuned in to the last [--] $LITE calls but this is my first $COHR one. Quite impressed with the professionalism. I sent you a DM please take a look if time allows"
X Link 2026-02-04T21:55Z [----] followers, [---] engagements
"@byron_oja That depends on a lot of factors. I cant give you an answer. But if applovin is below $400 the day of earnings Ill be buying as well"
X Link 2026-02-04T22:14Z [----] followers, [---] engagements
"@DoucheBag168 Beautiful pic. Wish you had been here for the $COHR swing haha"
X Link 2026-02-04T22:25Z [----] followers, [---] engagements
"@beTochMam Fair enough It definitely is if growth slows down. Well see the numbers the post next week"
X Link 2026-02-04T22:47Z [----] followers, [---] engagements
"@beTochMam Thats a possibility. The way I see it tradedesk lost market share. Applovin has shown no signs of market share loss. Well have more details soon"
X Link 2026-02-04T22:58Z [----] followers, [---] engagements
"My DMs are open for everyone. Please DM with any thoughts or suggestions or questions etc. Some comments that dont show up to me anymore but Im always happy to discuss stock/volatility"
X Link 2026-02-04T23:34Z [----] followers, [---] engagements
"@valuedrift Higher capex doesnt necessarily mean higher returns for tsm. They have to prove roic is good. My point was more for the sector as a whole theres been no reason to assume growth will slow down anytime soon"
X Link 2026-02-05T00:20Z [----] followers, [--] engagements
"Less than a year ago a lot of folks on Twitter (myself included) were discounting $GOOG as a loser in the AI race due to search growth slowing down a few quarters ago that changed quickly and now google is seen as a major winner. My point is narratives can change very quickly. Especially in todays environment where news spreads faster than ever. SaaS companies with software that actually produce value for other companies may very well be seen as AI beneficiary less than a year from now. Similar to what we saw happen with $GOOG $APP $NOW $RBRK"
X Link 2026-02-05T05:04Z [----] 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
"I havent seen any bible quotes yet therefore the bottom is not near lol"
X Link 2026-02-05T17:03Z [----] followers, [----] engagements
"Odds of a March cut at 20% seem low after this job print. Theres a real chance rate cuts are going to be a consensus by then"
X Link 2026-02-05T17:36Z [----] 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 $APP would be trading at a very low multiple if growth was to continue. Well see"
X Link 2026-02-05T19:44Z [----] followers, [---] engagements
"On publicly available data nothing has changed. Perhaps theres some news that is not public yet or something but unlikely. I was selling applovin in the 700s because the multiple was too high and downside real at those levels but in the 300s that downside is extremely limited imo. So r/r is there. https://twitter.com/i/web/status/2019499193644249181 https://twitter.com/i/web/status/2019499193644249181"
X Link 2026-02-05T19:51Z [----] followers, [---] engagements
"$PLTR is almost back to where I sold it last year ($130/share). If this behemoth goes under $100/share theres not another company in the market Id rather own. Long American exceptionalism no matter what"
X Link 2026-02-05T20:03Z [----] 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
"@Nietschecapital Wouldnt touch $pltr till near their next earnings so doesnt matter too much right now"
X Link 2026-02-05T20:19Z [----] followers, [---] engagements
"@Nietschecapital Id take app at $350 over pltr at $100 but at $30 Im going pltr for sure. App would have to be under $200 or something. If we are going straight business for business regardless of price i honestly dont know what id pick"
X Link 2026-02-05T20:28Z [----] 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 $app"
X Link 2026-02-05T23:48Z [----] followers, [---] engagements
"$TMDX thoughts: Assuming market sentiment remains similar towards risk on equities leading into $TMDX earnings call late February; some investors may be looking into safer assets to park their money in. If $TMDX does end up posting the Q4 [----] numbers Im expecting with a strong guidance some investors who may have been reluctant to invest in the niche medtech sector $TMDX is a part of may feel more inclined to buy into the idea as the growth should be reinstated and the moat doesnt appear to be threatened by AI anytime soon. Obviously things can change within a day but the possibility of"
X Link 2026-02-06T00:05Z [----] 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
"@Nietschecapital IV on $be was over 400% Reddit is probably being hit by lower expected vol but to a much lesser extent. Id think theres a little more to the Reddit story than just iv crush"
X Link 2026-02-06T19:47Z [----] followers, [---] engagements
"@Nietschecapital Actually I take back what I said rddt iv was up there as well. Definitely iv crush"
X Link 2026-02-06T19:50Z [----] followers, [---] engagements
"@UltraGazoo Thank you for reading Ultra Gazoo"
X Link 2026-02-07T20:38Z [----] followers, [--] engagements
"@PaRk_Invest Lets go"
X Link 2026-02-08T01:51Z [----] followers, [--] engagements
"@chipflare Its a great company. Multiple reflects that. But eps growing at an impressive rate and international business provides some diversification that Im interested in"
X Link 2026-02-08T18:33Z [----] followers, [---] engagements
"@PPointpass31044 Earnings due late February and its one of the few semiconductor chain companies trading at a reasonable multiple. Theres been news of increasing investment coming out of Chinese companies. People are going to have fomo and bid it up all the way to earnings"
X Link 2026-02-09T04:29Z [----] followers, [--] engagements
"$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 $BE stock today is one of the best examples of IV crush Ive seen in a long time. Option chain expiring today is destroyed. Itll likely go higher next week but it goes to show lottery 1DTE options cant be called an investment and should be looked at as a gamble"
X Link 2026-02-09T17:36Z [----] followers, [---] engagements
"@buylowandwait I have actively traded tmdx shares and options daily"
X Link 2026-02-09T19:25Z [----] followers, [--] engagements
"$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 $TMDX https://twitter.com/i/web/status/2020974151591395441 https://twitter.com/i/web/status/2020974151591395441"
X Link 2026-02-09T21:32Z [----] followers, [----] engagements
"@jb_equities Nice buy"
X Link 2026-02-10T05:23Z [----] followers, [---] engagements
"@invest_alph Applovin is a much bigger company and wont be involved in a pre announcement unless scheduled before hand. I was referencing not buying last week as I saw better opportunity cost elsewhere. I have started building my position back up again today and will increase it tomorrow"
X Link 2026-02-10T23:43Z [----] followers, [---] engagements
"@felix39990211 @roanokecap Are you saying if one is long they dont want a gamma squeeze to ultimately lead to an unwind later on I didnt quite understand your point"
X Link 2026-02-11T00:37Z [----] followers, [--] engagements
"@jb_equities It may be but its wise to be ready for all possible outcomes imo"
X Link 2026-02-11T02:08Z [----] followers, [--] engagements
"$APP still has $3.28B outstanding in their buyback program. On Q4 [----] they purchase shares at $600/share if stock remains at current levels management will likely continue to deploy this buyback allowance. Shares outstanding have trended down for [--] consecutive quarters and the company does not suffer from extreme SBC losses affecting FCF. https://twitter.com/i/web/status/2021804279921881578 https://twitter.com/i/web/status/2021804279921881578"
X Link 2026-02-12T04:31Z [----] followers, [----] engagements
"My attention is now onto $TMDX earnings on the 24th. A 20-25% initial revenue growth guidance for [----] means that Waleed thinks $TMDX can do 30-40% in reality. Thats where I think the guidance will come in. Data continues to support a strong initial guidance and that will be important to keep the stock from falling. https://twitter.com/i/web/status/2022003153353551878 https://twitter.com/i/web/status/2022003153353551878"
X Link 2026-02-12T17:41Z [----] followers, [----] engagements
"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
"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 $TMDX - Nice setup of the trend line I already have a swing from lower so did not add today https://t.co/8ANyV3OWr7"
X Link 2026-02-13T18:47Z [----] followers, [----] engagements
"$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 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 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 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
"Happy $TMDX earnings day to those who celebrate it"
X Link 2025-10-29T14:50Z [----] 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 $6.00 [--] P/E What do you think"
X Link 2025-11-03T17:30Z [----] followers, [----] engagements
"$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
"Now that we have gotten all the lame SaaS earnings out of the way we can get ready for the actual Super Bowl tomorrow which will be $APP earnings after hours. All eyes on this. Short report $META competition threats fraud suspicions SaaS apocalypse due to AI fears you name it. IV is going to be over 200% so theres money to be made both ways. May the best traders win https://twitter.com/i/web/status/2021336690753974321 https://twitter.com/i/web/status/2021336690753974321"
X Link 2026-02-10T21:33Z [----] 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
"This is exactly where names are made. $APP down 35% YTD with no material changes from last earnings call. Fears of all SaaS becoming obsolete short report that was later dropped somewhat related company $U down 30% after weak guidance Implied Volatility at over 230% implied move 15%+- This is where Adam puts AppLovin on everyones watchlist. Everyone is watching. This is a chance to show the world why AXON is the best in the business. Good luck to all involved https://twitter.com/i/web/status/2021659924041019645 https://twitter.com/i/web/status/2021659924041019645"
X Link 2026-02-11T18:57Z [----] followers, [----] engagements
"$APP going right as expected. Numbers crushed. Algo sell off my first buy order hit. My second and third buys didnt hit. I expect it to recover to high of day+ during the actual call. Thanks all for playing. Happy $APP earnings day"
X Link 2026-02-11T21:20Z [----] followers, [----] engagements
"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. Impressive to see no stuttering at all from Adam even when answering complex statistics based questions. Highlighting his deep understanding of the business and overall sector dynamics. On price action: Stock did not continue recovery towards the upside during the call which I thought it would; but it is still trading at"
X Link 2026-02-11T23:09Z [----] followers, 13.6K 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
"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
"Rough $APP sell-off. I bought back my covered calls for 99% gains and used the money to pick up some shares. If youre a bear congrats on your win. Though the revenue growth is going to continue accelerating. The margins are going to continue being best-in-class. The fraud allegations will continue being debunked. And ultimately the best adtech engine will emerge as a winner. https://twitter.com/i/web/status/2021981930003317116 https://twitter.com/i/web/status/2021981930003317116"
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
"Having a rough day today as $ASTS is being hit hard. Currently at +25% YTD and cash down to 10%"
X Link 2026-02-12T19:38Z [----] followers, [----] engagements
"Nice to see a massive $7.5M insider purchase on $RDDT A lot of software companies could use these kinds of purchases from insider to increase confidence in the overall sector"
X Link 2026-02-13T16:25Z [----] 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
"@SingularityRes @blondesnmoney @Mike10947310 @shantaram83 Definitely. No reason their near monopoly in those niche parts should be trading at this market cap. Once people can get their hands on shares without OTC bullshit the company will trade at a much higher valuation"
X Link 2026-02-13T16:56Z [----] followers, [--] engagements
"@masayoshisson Do you still like $asx here"
X Link 2026-02-13T18:56Z [----] followers, [---] engagements
"$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 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
"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
"Old heads/boomers bought the shit out of this $SPGI $MCO sell off 🤣"
X Link 2026-02-10T15:53Z [----] followers, [---] engagements
"$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 $APP continues to expand"
X Link 2026-02-11T18:45Z [----] followers, [----] engagements
"$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
"If Cathie Wood buys $APP today we are fucked btw"
X Link 2026-02-12T18:15Z [----] 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
"Hows everyone feeling Was last Friday a bull trap I realized gains on all my hedges though the nominal value of my holdings is down considerably. Which is unfortunate. The beauty of the market is that theres always an opportunity somewhere. Good luck to all and keep your heads up"
X Link 2026-02-12T21:26Z [----] 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 I would prefer not the be in that position lol But if it was a 10% allocation Id go $APP 100% allocation Id go $RDDT"
X Link 2026-02-13T16:49Z [----] 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
"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
"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 $ACMR long and strong. https://twitter.com/i/web/status/2017314602628128979 https://twitter.com/i/web/status/2017314602628128979"
X Link 2026-01-30T19:10Z [----] followers, [----] engagements
"$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 $ACMR and will be placing orders. https://twitter.com/i/web/status/2017374633235030290 https://twitter.com/i/web/status/2017374633235030290"
X Link 2026-01-30T23:09Z [----] followers, [----] engagements
"$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
"HAPPY $ACMR ALL TIME HIGH DAY TO THOSE WHO CELEBRATE IT"
X Link 2026-02-02T15:10Z [----] 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 $APP has targeted and they are just starting to tap into the market. Theyre going to show better than expected revenue growth highlighting the quality of their ad software AXON. At current prices the R/R is compelling in my opinion. Theres major downside risk in case of a potential revenue slowdown though I see this scenario as quite unlikely"
X Link 2026-02-02T22:31Z [----] followers, [----] engagements
"$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
"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
"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
"@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
"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 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
"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
"Added to $COHR after hours. At first glance I like the guidance. The margins were not as great as other sector winners have posted though the data center segment growth is solid"
X Link 2026-02-04T21:25Z [----] followers, [---] engagements
"@jaysyoon This is a solid argument. I think its important to notice coherent still has some legacy business dragging some numbers down. If excluding legacy businesses and counting only data center/AI investment the growth numbers look a lot better"
X Link 2026-02-05T03:56Z [----] followers, [---] engagements
"$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 $ACMR but Id expect many names to outperform for the foreseeable future. https://twitter.com/i/web/status/2019504874015322427 https://twitter.com/i/web/status/2019504874015322427"
X Link 2026-02-05T20:14Z [----] followers, [----] engagements
"$RDDT crushed. $APP will be fine"
X Link 2026-02-05T21:07Z [----] 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
"$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 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
"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
"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
"@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
"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
"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
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