# ![@mkesome Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3120402821.png) @mkesome Mike

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

### Engagements: [-------] [#](/creator/twitter::3120402821/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3120402821/c:line/m:interactions.svg)

- [--] Week [---------] +3,833%
- [--] Month [---------] +70,228%
- [--] Months [---------] +3,167%
- [--] Year [---------] +2,083%

### Mentions: [--] [#](/creator/twitter::3120402821/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3120402821/c:line/m:posts_active.svg)

- [--] Week [--] -74%
- [--] Month [--] +217%
- [--] Months [---] +96%
- [--] Year [---] -2.40%

### Followers: [-------] [#](/creator/twitter::3120402821/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3120402821/c:line/m:followers.svg)

- [--] Week [---] +0.18%
- [--] Month [---] +1.40%
- [--] Months [---] +15%
- [--] Year [---] +87%

### CreatorRank: undefined [#](/creator/twitter::3120402821/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3120402821/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [nfl](/list/nfl)  [social networks](/list/social-networks) 

**Social topic influence**
[$tsla](/topic/$tsla), [$zeta](/topic/$zeta), [$hims](/topic/$hims), [lyft](/topic/lyft), [$lyft](/topic/$lyft), [elon musk](/topic/elon-musk), [business](/topic/business), [money](/topic/money), [$celh](/topic/$celh), [insurance](/topic/insurance)

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@alc2022](/creator/undefined) [@qualityinvest5](/creator/undefined) [@xai](/creator/undefined) [@grok](/creator/undefined) [@pubity](/creator/undefined) [@amitisinvesting](/creator/undefined) [@wholemarsblog](/creator/undefined) [@marionawfal](/creator/undefined) [@kabraxfx](/creator/undefined) [@dividenddudex](/creator/undefined) [@billackman](/creator/undefined) [@openai](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@teslaai](/creator/undefined) [@andycyau](/creator/undefined) [@rafaelbragana6](/creator/undefined) [@tesla](/creator/undefined) [@chamath](/creator/undefined) [@stclairashley](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [ZetaChain (ZETA)](/topic/$zeta) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [The Root Network (ROOT)](/topic/$root) [Uber Technologies, Inc. (UBER)](/topic/uber) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Centene Corp (CNC)](/topic/$cnc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Celsius (CEL)](/topic/celsius) [Novo-Nordisk (NVO)](/topic/$nvo) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [UiPath, Inc. (PATH)](/topic/$path) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [monday.com Ltd. (MNDY)](/topic/$mndy) [IonQ, Inc. (IONQ)](/topic/$ionq) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Spotify Technology (SPOT)](/topic/$spot) [Etsy Inc (ETSY)](/topic/$etsy) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [UnitedHealth Group (UNH)](/topic/$unh) [Bitcoin (BTC)](/topic/bitcoin) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [GrokCoin (GROKCOIN)](/topic/grok) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Lemonade, Inc. (LMND)](/topic/$lmnd) [ELYSIA (EL)](/topic/$el) [Shopify Inc (SHOP)](/topic/$shop) [Shake Shack Inc. (SHAK)](/topic/$shak) [Verizon Communications Inc. (VZ)](/topic/verizon) [StarLink (STARL)](/topic/starlink) [Wormhole (W)](/topic/$w) [Dogecoin (DOGE)](/topic/doge) [GLP1 (GLP1)](/topic/glp1) [Kohl's Corporation (KSS)](/topic/$kss) [Airbnb, Inc. (ABNB)](/topic/$abnb) [aelf (ELF)](/topic/$elf) [GitLab Inc. (GTLB)](/topic/$gtlb) [Bumble Inc. (BMBL)](/topic/$bmbl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Nike Inc (NKE)](/topic/$nke)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@garyblack00 @The_AI_Investor @elonmusk @MartinViecha @kimbal @Tesla I think there is a lack of understanding here as to why $Tsla has a durable (but not forever sustainable) competitive advantage here. For other companies to crack L4/L5 it requires massive fleet data to feed the neural net. Neural nets are the way to solve vision since it"  
[X Link](https://x.com/mkesome/status/1660488013363789825)  2023-05-22T03:29Z [--] followers, [--] engagements


"@FidelEverywhere @bennyjohnson Imagine if this video were released in the US. Multiple lawsuits on excessive force and massive outrage. This is different than what the US experiences"  
[X Link](https://x.com/mkesome/status/1677889193387728897)  2023-07-09T03:56Z [--] followers, [--] engagements


"@chamath Theyve milked the Star Wars and MCU IPs dry. I feel like theyve transfused their ideology into the IPs and theyve become a bit stale after repetitiousness of ideas"  
[X Link](https://x.com/mkesome/status/1698180293482676402)  2023-09-03T03:45Z [--] followers, [--] engagements


"@elonmusk Military industrial complex. $800 billion a year spent. Thats the entirety of Teslas valuation SPENT every year Competition for this cash pile in an industry that designs for death and destruction is likely not the most ethical or moral"  
[X Link](https://x.com/mkesome/status/1707670304544145743)  2023-09-29T08:15Z [--] followers, [--] engagements


"@stclairashley The question is: how did they get on the radar One can speculate on the radar being used - id imagine its something that tracks web speech (as it should since that is basically speaking in public ). Encrypted messages (private texts DMs) should never be shared"  
[X Link](https://x.com/mkesome/status/1721743713712382165)  2023-11-07T04:17Z [--] followers, [--] engagements


"@stclairashley Web speech yes 100%. Medical records Im not too sure about. I think an involuntary commitment to a mental health facility might warrant something (kinda punny eh)"  
[X Link](https://x.com/mkesome/status/1721744604112753068)  2023-11-07T04:21Z [--] followers, [--] engagements


"@cz_binance What legit industry has more sketch factor associated than crypto"  
[X Link](https://x.com/mkesome/status/1727150287524417685)  2023-11-22T02:21Z [--] followers, [--] engagements


"@lexfridman @lexfridman should be placed on the @OpenAI board. If not there then @xai makes sense. Both would better. Intentions for alignment are 🪨"  
[X Link](https://x.com/mkesome/status/1727190665241800886)  2023-11-22T05:01Z [--] followers, [--] engagements


"@OpenAI What a whirlwind - what the hell happened"  
[X Link](https://x.com/mkesome/status/1727213165283586319)  2023-11-22T06:31Z [--] followers, [--] engagements


"@MarkCal12452718 @SpotifyCares Ugh not another algorithmic bubble Sigh FWIW I would also vote for randomized shuffle please @SpotifyCares"  
[X Link](https://x.com/mkesome/status/1734388731577004084)  2023-12-12T01:44Z [--] followers, [--] engagements


"@MoS_Investing Starbucks Apple lululemon Netflix Google"  
[X Link](https://x.com/anyuser/status/1739124144581595495)  2023-12-25T03:21Z [--] followers, [---] engagements


"@MoS_Investing Airbnb Spotify NVDA"  
[X Link](https://x.com/mkesome/status/1739124472769081807)  2023-12-25T03:22Z [--] followers, [--] engagements


"@krassenstein Prompt: write a Christmas message from me in the tone of Donald Trump"  
[X Link](https://x.com/anyuser/status/1740220419511394637)  2023-12-28T03:57Z [--] followers, [--] engagements


"@MrBeast @elonmusk @cb_doge Ads need to be embedded within video"  
[X Link](https://x.com/mkesome/status/1741514940073046282)  2023-12-31T17:41Z [--] followers, [--] engagements


"@DrKnowItAll16 Maybe since time requires an observer it does not exist without one The observer collapses the wave function"  
[X Link](https://x.com/mkesome/status/1741808189941674364)  2024-01-01T13:06Z [--] followers, [--] engagements


"@CRE_Erin Youre speaking of an illiquid market. That product within that market is not for sale"  
[X Link](https://x.com/anyuser/status/1742750025732530265)  2024-01-04T03:29Z [--] followers, [--] engagements


"@CRE_Erin Most everything is for sale at a price. If that price does not make sense to the free market then one may assume they are not rationally participating"  
[X Link](https://x.com/mkesome/status/1742757724771774668)  2024-01-04T03:59Z [--] followers, [--] engagements


"@ChrisPalmerMD COVID relaxed the rules for prescribing controlled substances via Telemedicine. This led to many pop-up businesses that advertised on social media such as Cerebral. This greatly increased the number of prescriptions. Greatly unethical move imo"  
[X Link](https://x.com/mkesome/status/1743892253985112222)  2024-01-07T07:08Z [--] followers, [--] engagements


"Each taxpayer has given on average $449 to Ukraine"  
[X Link](https://x.com/mkesome/status/1747164677832855946)  2024-01-16T07:51Z [--] followers, [--] engagements


"The goal that someone with a mindset like Elons is not to amass wealth. Rather its to manifest a desired reality. Its what many refer to as a founders vision. As some may have experienced in even some small aspect of their lives manifesting ones own vision into reality is the ultimate way to live a human life. The creative output. To him the concerns about volatility are trivial and frankly distracting. Elon is in it for his vision. The record shows Elon is Midas. Its best not to interfere with what hes touching. As a shareholder I believe it would be in my best interest to incent Elon the"  
[X Link](https://x.com/mkesome/status/1748314324181860772)  2024-01-19T11:59Z [--] followers, [---] engagements


"@historyinmemes What @grok should do here is answer my question of what movie is this"  
[X Link](https://x.com/anyuser/status/1748549097919754703)  2024-01-20T03:32Z [--] followers, [---] engagements


"I have hope for an able and honest leader for the United States. Maybe Im naive but I believe it would truly be good for the world at large. Its important to maintain a beacon on a hill"  
[X Link](https://x.com/mkesome/status/1748558258619482214)  2024-01-20T04:09Z [--] followers, [--] engagements


"When people try to correct grammar or anything really when the idea was still conveyed perfectly. Eg. Im doing good. No youre doing well. Ugh. The bottom line it doesnt matter As long as the speaker is understood in perfect intentional fidelity then it doesnt matter Waste of processing power"  
[X Link](https://x.com/mkesome/status/1748566869580165390)  2024-01-20T04:43Z [--] followers, [--] engagements


"@pubity What specifically was the negligence here @grok"  
[X Link](https://x.com/mkesome/status/1748570962021278160)  2024-01-20T04:59Z [--] followers, [--] engagements


"@pubity @grok This appears to be a total accident no"  
[X Link](https://x.com/mkesome/status/1748571661241049392)  2024-01-20T05:02Z [--] followers, [--] engagements


"@pubity @grok Baldwin must live with the guilt. I think thats enough punishment. Maybe a civil suit is warranted but I dont see criminal intent here"  
[X Link](https://x.com/mkesome/status/1748571864559910943)  2024-01-20T05:03Z [--] followers, [--] engagements


"@aspergtame Humans have the uncanny ability to morph a philosophy into a religion and then become intense zealots"  
[X Link](https://x.com/mkesome/status/1748584543735488820)  2024-01-20T05:53Z [--] followers, [--] engagements


"@pubity Why is a state as abominable as North Korea allowed to exist in 2024"  
[X Link](https://x.com/mkesome/status/1748757088963076279)  2024-01-20T17:19Z [--] followers, [---] engagements


"@stats_feed Iceland somehow ranks number [--] but it has the 2nd highest per capita rate of antidepressant use 🤔"  
[X Link](https://x.com/mkesome/status/1748880250866430107)  2024-01-21T01:28Z [--] followers, [----] engagements


"@RyanHoliday Great Gatsby A moveable feast Sapiens The Rise of Theodore Roosevelt Genome You Can Be a Stock Market Genius"  
[X Link](https://x.com/anyuser/status/1749096417769967858)  2024-01-21T15:47Z [--] followers, [---] engagements


"@NFL @Chiefs @Ravens @Lions @49ers Qb is the highest skill ceiling AND most difficult position in sports"  
[X Link](https://x.com/mkesome/status/1749536867882565743)  2024-01-22T20:57Z [--] followers, [--] engagements


"@growing_daniel The Whale"  
[X Link](https://x.com/mkesome/status/1749649538002940186)  2024-01-23T04:25Z [--] followers, [--] engagements


"@krassenstein Versed - generally used for sedation before surgery 🤔 This is basically never dispensed in an outpatient setting"  
[X Link](https://x.com/anyuser/status/1751362040931799293)  2024-01-27T21:50Z [--] followers, 13.1K engagements


"@x_times_1 What makes their tech better than Li-ion Why would a customer purchase them instead"  
[X Link](https://x.com/mkesome/status/1751587181716541674)  2024-01-28T12:45Z [--] followers, [---] engagements


"@OpenAI @karpathy is there a path for LLMs to begin incorporating imagery into its responses Would be super useful while going down some biochemistry rabbit holes"  
[X Link](https://x.com/mkesome/status/1752512170506469458)  2024-01-31T02:00Z [--] followers, [--] engagements


"@shakoistsLog @inerati Its amazing to me that the United States wrote a playbook for prosperous citizenry under a specific governance and how its been battle tested over the course of [---] centuries and still its not fully adopted globally"  
[X Link](https://x.com/mkesome/status/1754729577111253450)  2024-02-06T04:51Z [--] followers, [----] engagements


"@elonmusk This is likely to be the future of communication via the Starlink (and Kuiper) network. Phone lines will become unnecessary once the networks are fully built out. Mark my words: SpaceX and Blue Origin will be the new $T and $VZ"  
[X Link](https://x.com/mkesome/status/1755911600752501041)  2024-02-09T11:08Z [--] followers, [--] engagements


"@BasedBeffJezos How do you figure Computing is the equivalent to how much processing power one can tether together. How would you solve"  
[X Link](https://x.com/mkesome/status/1756185444859924607)  2024-02-10T05:16Z [--] followers, [--] engagements


"@stats_feed $shak soon to be joining the frey. Subway location number relative to valuation is quite amazing"  
[X Link](https://x.com/mkesome/status/1756186114463854953)  2024-02-10T05:19Z [--] followers, [--] engagements


"@ArmandDoma Unalive. So trendy"  
[X Link](https://x.com/mkesome/status/1756187047264395531)  2024-02-10T05:23Z [--] followers, [----] engagements


"@Duderichy Wrong. They are valued at $200+ million. Debt must be accounted for"  
[X Link](https://x.com/mkesome/status/1756305042829635977)  2024-02-10T13:12Z [--] followers, [----] engagements


"@elonmusk Nothing better than an unsolicited puppy pic"  
[X Link](https://x.com/mkesome/status/1756699882901930345)  2024-02-11T15:21Z [--] followers, [--] engagements


"Any stock that benefitted from the COVID e-commerce boom in [----] has recently seen a pullback in growth. These companies appear to have basically flatlined on growth the last year and therefore there has been a large pullback on the stock prices of these businesses. This is a red herring. COVID provided artificially inflated growth. Now these businesses are reverting back to their more natural growth rate. They are playing catch up to the natural growth rate. The buying opportunity for these group of stocks is clear. The market is seeing a lack of growth but theres a bigger picture here. Over"  
[X Link](https://x.com/mkesome/status/1760014186224967960)  2024-02-20T18:50Z [--] followers, [--] engagements


"@GerberKawasaki Tesla vision will be a more important step change in AI than LLMs"  
[X Link](https://x.com/mkesome/status/1766544093960941875)  2024-03-09T19:18Z [--] followers, [---] engagements


"@X algorithm is still kinda lame. The bubble gets tight too quick. Turn up the temperature a bit"  
[X Link](https://x.com/mkesome/status/1768847416411771185)  2024-03-16T03:51Z [--] followers, [--] engagements


"@GerardAlba No one can predict a bottom. Ultimately its important to keep in mind what one estimates the terminal value of the business to be"  
[X Link](https://x.com/mkesome/status/1769214228085256196)  2024-03-17T04:08Z [--] followers, [--] engagements


"Eg. $SHOP $ETSY etc"  
[X Link](https://x.com/mkesome/status/1769355396521537631)  2024-03-17T13:29Z [--] followers, [--] engagements


"Its amazing how many dont realize that Trump is heavily favored to win the Presidency if Biden runs. He is a 2:1 favorite in the sports betting world. There is more truth in odds making than the blather one hears from the media"  
[X Link](https://x.com/mkesome/status/1769427679726403644)  2024-03-17T18:16Z [--] followers, [--] engagements


"@elonmusk @Benioff @inflectionAI Google language ftw. Teslas got vision covered. Spotify auditory. Taste and smell well we can hold off on those for a bit. Proprioception though Theres the rub. Maybe biologys most impressive sense"  
[X Link](https://x.com/mkesome/status/1770285457479262329)  2024-03-20T03:05Z [--] followers, [--] engagements


"That would make is worth $70 trillion. Its currently worth $1.3 trillion. Its important to put this in perspective in order to understand if this is actually possible. The total stock market meaning the value of all public companies in the world in total is about $70 trillion. The US produces $23 trillion per year. The GDP of the entire world is around $100 trillion. So bitcoin being a liquid store of value would be worth $70 trillion More reasonably one could expect it overtaking Gold as the liquid store of value or around $10 trillion"  
[X Link](https://x.com/mkesome/status/1772833861203902491)  2024-03-27T03:51Z [--] followers, [--] engagements


"@realEstateTrent $Shak is pretty good at this too"  
[X Link](https://x.com/mkesome/status/1772839222405132574)  2024-03-27T04:13Z [---] followers, [---] engagements


"@amitisinvesting Perspective: Lithuania GDP $66 billion Military spending $1.7billion $37 million is 2.1% of military spending. If the US spent 2% of its military budget on a Palantir contract it would be $18 billion The US spends more on military than the next [--] countries combined"  
[X Link](https://x.com/mkesome/status/1772844700996981001)  2024-03-27T04:34Z [--] followers, [--] engagements


"@Gfilche Its a place to park money to shield it from inflation. Sort of how gold works now. Bitcoin is digital gold since there is a limit to how many will ever be available"  
[X Link](https://x.com/mkesome/status/1773093432023535880)  2024-03-27T21:03Z [--] followers, [--] engagements


"$PLTR The recent advent of AIP with Foundry into the commercial sector is a relatively unknown inflection point. Growth within this segment was 70% yoy. This is a new product as of [----]. It integrates the use of LLMs with their data integration services. The appetite is insatiable - demand exceeds their capacity to rollout. Commercial contracts are about to surpass government. [--] years is tough to predict though given the rapid changes happening in the tech space"  
[X Link](https://x.com/mkesome/status/1773096199442076088)  2024-03-27T21:14Z [--] followers, [---] engagements


"@OutdoorFinance The small fee with no brainer value proposition to boatload customers then raise that small fee slowly over time is a sure fire way to victory. $NFLX $SPOT $HOOD"  
[X Link](https://x.com/mkesome/status/1774287417274499455)  2024-03-31T04:07Z [--] followers, [---] engagements


"@thexcapitalist Sorry meant with $HOOD. Looks like there are some plans here:"  
[X Link](https://x.com/mkesome/status/1774362728611615199)  2024-03-31T09:06Z [--] followers, [----] engagements


"Someone needs to fix search on this platform. E.g. if one searches RFK Elon musk Twitter spaces Zilch YouTube gets this immediately. Google still crushes search. Having a platform posting media is not as valuable if that media is buried after its posted"  
[X Link](https://x.com/mkesome/status/1774368404989788446)  2024-03-31T09:29Z [--] followers, [--] engagements


"Been saying this a long time: Anyone trusting @GerberKawasaki with their money is a fool since they cannot recognize a fool when they see one. Either that or theyre suckers. Look at fund performance it lags significantly behind the indexes. Ross made a lucky bet with Tesla that put him on the map now he consistently spews idiocy and somehow still has a fund. Money should return to shareholders. Ineffective steward"  
[X Link](https://x.com/mkesome/status/1775827182712922192)  2024-04-04T10:06Z [---] followers, [--] engagements


"@spencercamp @patriciamou_ Weve not found a cure yet for recidivism"  
[X Link](https://x.com/mkesome/status/1779167593233793175)  2024-04-13T15:19Z [--] followers, [----] engagements


"Apple Vision Pro Demo. The game changer is in the immersive video experience. This is the next level of entertainment. Immersion is the apt word here. You truly feel like youre there. It tricks the brain. Absolutely amazing. Why isnt this being talked about more"  
[X Link](https://x.com/mkesome/status/1780943023213359491)  2024-04-18T12:54Z [--] followers, [--] engagements


"Who is Satoshi Nakamoto"  
[X Link](https://x.com/mkesome/status/1781149538817851664)  2024-04-19T02:35Z [--] followers, [--] engagements


"@WholeMarsBlog Their logic is wrong. Tesla is building a fleet to reduce the amount of cars on the road. If/when FSD is solved then the amount of cars needed will ultimately drop by a factor of [--] at least. Per car utilization. [--] billion cars needed turns into less than [---] million"  
[X Link](https://x.com/mkesome/status/1789174316350751232)  2024-05-11T06:02Z [--] followers, [----] engagements


"@gazstratos @WholeMarsBlog I think its important to understand true intentions. Likely the majority of the group are likely following a small charismatic leadership that provides them a sense of community and purpose and therefore zealous following. The leadership likely have ulterior motives"  
[X Link](https://x.com/mkesome/status/1789313821078663211)  2024-05-11T15:17Z [--] followers, [--] engagements


"@micha_tesla @Jimmylegs71 @WholeMarsBlog What he said. $Tsla valuation is dependent on solving FSD and implementing robotaxi. If they execute - this is 5-10x"  
[X Link](https://x.com/mkesome/status/1789391458581029027)  2024-05-11T20:25Z [---] followers, [--] engagements


"The crux of the aging problem: DNA replication error. 1:1billion error rate. If we design a way to maintain DNA fidelity we can solve a large part of the aging problem"  
[X Link](https://x.com/mkesome/status/1790938837289476193)  2024-05-16T02:54Z [--] followers, [--] engagements


"@MarioNawfal Before voting an exam should be given to see if one is capable of understanding the Fed"  
[X Link](https://x.com/mkesome/status/1791460943307616726)  2024-05-17T13:29Z [--] followers, [---] engagements


"@WR4NYGov @elonmusk @MarioNawfal If total automated labor output is x amount greater than total potential human output then this begins to make sense. Its not Marx its not Smith this would be something different. We are not there yet but its in the realm of possibility"  
[X Link](https://x.com/mkesome/status/1792196372688511051)  2024-05-19T14:11Z [--] followers, [---] engagements


"Trumps conviction only furthers his notoriety and in turn strengthens the perceived reality field of man vs. the corrupt establishment"  
[X Link](https://x.com/mkesome/status/1796735229186457917)  2024-06-01T02:47Z [--] followers, [--] engagements


"@elonmusk @StephenKing If Biden committed the same actions. Would this have been brought to trial Lets say this person is not a politician and just a rich guy. Would this case have gone to criminal trial"  
[X Link](https://x.com/mkesome/status/1796739054857289999)  2024-06-01T03:02Z [--] followers, [--] engagements


"Can tesla compete at this kind of scale manufacturing Likely not. Cost per kWh has crossed the threshold. EVs are the future and Artificial Vision. The counterintuitive move is Biden. Incentivizing green energy puts a 100% tariff on Chinese EVs. This is only to save what is an inferior product to save good paying jobs. These jobs are opioids for the masses. Wage working into oblivion. Starting businesses that incentive employee ownership is the way to compete and helps the human psyche too"  
[X Link](https://x.com/mkesome/status/1796744032959283349)  2024-06-01T03:22Z [--] followers, [--] engagements


"Can someone break down the reasons for the bot problem that permeates social media"  
[X Link](https://x.com/mkesome/status/1796744898592317825)  2024-06-01T03:25Z [--] followers, [--] engagements


"@MarioNawfal Spacex and Blue Origin will be the next At&T and Verizon"  
[X Link](https://x.com/mkesome/status/1796758105792856503)  2024-06-01T04:18Z [--] followers, [---] engagements


"@tedeley44 @MarioNawfal Interesting. How is the AST Spacemobile solution more robust than Starlink"  
[X Link](https://x.com/mkesome/status/1796917582882050282)  2024-06-01T14:51Z [--] followers, [--] engagements


"@KettlebellDan @iamnot_elon Thats called heroin"  
[X Link](https://x.com/mkesome/status/1797447731041935434)  2024-06-03T01:58Z [--] followers, [--] engagements


"@Gfilche @Starlink True. Would be a good spinoff for spacex to provide liquidity for those that built it and preserve the long term mission of spacex"  
[X Link](https://x.com/mkesome/status/1799797318755254757)  2024-06-09T13:34Z [--] followers, [--] engagements


"@WholeMarsBlog This is the future. Why would anyone pay for a phone network in the future. SpaceX and Blue Origin are the AT&T and Verizon of the 21st century"  
[X Link](https://x.com/mkesome/status/1810432073544434078)  2024-07-08T21:53Z [--] followers, [--] engagements


"Whats the most likely reason for the assassination attempt Lone Gunman Staged Shadow group Lone Gunman Staged Shadow group"  
[X Link](https://x.com/mkesome/status/1812304882939879695)  2024-07-14T01:55Z [---] followers, [--] engagements


"Price targets are kind of silly arent they Any given price of a business should equate to its probability of total future profit divided by time. A fair price discounts the current interest rate and multiplies the probability and amplitude of growth. As probability becomes more certain (ie closer to 1) the higher the valuation. Looking at $TSLA there are multiple uncertain vectors to large amplitude growth. Historically company execution might be a little late but it gets the job done"  
[X Link](https://x.com/mkesome/status/1814759716557660489)  2024-07-20T20:30Z [---] followers, [--] engagements


"@kacdnp91 Can be mitigated by supplementing with Geranylgeraniol while taking statins. It gets decimated by statin use. Its a major protein prenylator and required for CoQ10 Low Geranylgeraniol can cause muscle damage cognitive issues low energy. Check out http://gg-prime.com http://gg-prime.com"  
[X Link](https://x.com/mkesome/status/1815379868273528909)  2024-07-22T13:34Z [---] followers, [--] engagements


"The golden age of social media was when it was focused on the people you knew in real life. As soon as the algorithm appeared and it was a competition for attention was the downfall. Now everyone has an individually tailored endless feed that holds attention and time hostage"  
[X Link](https://x.com/mkesome/status/1817191814761152517)  2024-07-27T13:34Z [---] followers, [--] engagements


"@paulg Reddit/Quora upvote algorithm is super extensible"  
[X Link](https://x.com/mkesome/status/1822822336959009206)  2024-08-12T02:28Z [---] followers, [---] engagements


"Media sentiment shift is super interesting"  
[X Link](https://x.com/mkesome/status/1822823265577877901)  2024-08-12T02:31Z [---] followers, [---] engagements


"@cremieuxrecueil Martin might be the GOAT world builder. Tolkien is there too. Jordan and Lebron all over again"  
[X Link](https://x.com/mkesome/status/1822833345681645863)  2024-08-12T03:11Z [---] followers, [--] engagements


"@hoomansv Riddle me this: How does$CELH growing at 3x the rate have the same price to sales as $MNST"  
[X Link](https://x.com/mkesome/status/1825228914119135334)  2024-08-18T17:50Z [---] followers, [--] engagements


"Celsius sells sugar-free energy drinks. Sugar free energy drinks account for 45% of total energy drink sales in the US this has grown from 25% since [----]. As of [----] the global market size for energy drinks was $87 billion with an expected CAGR of 8.5% through [----]. Celsius currently has 50% of the US market share of sugar-free energy drinks. They are just beginning to expand into international markets. International sales account for less than 10% of sales. Contrast this with Monster energy whose international sales account for 43% of sales. In [----] the market size was valued at"  
[X Link](https://x.com/mkesome/status/1826293785036554610)  2024-08-21T16:22Z [---] followers, [----] engagements


"$CELH Celsius sells sugar-free energy drinks. Sugar free energy drinks account for 45% of total energy drink sales this has grown from 25% since [----]. As of [----] the global market size for energy drinks was $87 billion with an expected CAGR of 8.5% through [----]. Celsius currently has 50% of the US market share of sugar-free energy drinks. They are just beginning to expand into international markets. International sales account for less than 10% of sales. Contrast this with Monster energy whose international sales account for 43% of sales. In [----] the market size was valued at approximately"  
[X Link](https://x.com/mkesome/status/1826293944835068118)  2024-08-21T16:23Z [---] followers, [---] engagements


"@optguru Thoughts on $MO 7.5% yield and around 70% payout ratio"  
[X Link](https://x.com/mkesome/status/1826452058993520749)  2024-08-22T02:51Z [---] followers, [---] engagements


"@jasonhikes1 @optguru Still if one is looking for a high yield dividend stock with a track record of consistent annual increases (55 years for $MO) then whats a better place to park some cash"  
[X Link](https://x.com/mkesome/status/1826623678647599450)  2024-08-22T14:13Z [---] followers, [--] engagements


"@joecarlsonshow Cathie invests like a venture capitalist the only problem is she trims her winners"  
[X Link](https://x.com/mkesome/status/1826805833625203104)  2024-08-23T02:17Z [---] followers, [---] engagements


"@amitisinvesting Uber will likely partner with Tesla in the early years. They are trusted. They have a turn-key platform"  
[X Link](https://x.com/mkesome/status/1826808383166386177)  2024-08-23T02:27Z [---] followers, [--] engagements


"The reports of $UBER s death have been greatly exaggerated. $UBER will likely partner with $TSLA in the early years of FSD. They are trusted and have a turn-key platform"  
[X Link](https://x.com/mkesome/status/1826810554473705714)  2024-08-23T02:35Z [---] followers, [---] engagements


"@RudyPalantard @joecarlsonshow So theyre obligated What a massive constraint for a fund"  
[X Link](https://x.com/mkesome/status/1826818454864773304)  2024-08-23T03:07Z [---] followers, [--] engagements


"@JonahLupton That time period is difficult and requires a significant catalyst to avoid near term market fluctuations $VKTX"  
[X Link](https://x.com/mkesome/status/1826825991060095452)  2024-08-23T03:37Z [---] followers, [----] engagements


"@Stewpot17 @BluthCapital @elonmusk Hes an angry elf"  
[X Link](https://x.com/mkesome/status/1826981777954439253)  2024-08-23T13:56Z [---] followers, [--] engagements


"@alc2022 Is $TSLA price with FSD solved and monetized or without"  
[X Link](https://x.com/mkesome/status/1827339237806542943)  2024-08-24T13:36Z [---] followers, [----] engagements


"A Grok button should be available at all junctures within the app. This is like the buy button on e-commerce sites"  
[X Link](https://x.com/mkesome/status/1827574856663118246)  2024-08-25T05:12Z [---] followers, [--] engagements


"$CELH Celsius sells sugar-free energy drinks. Sugar free energy drinks account for 45% of total energy drink sales this has grown from 25% since [----]. As of [----] the global market size for energy drinks was $87 billion with an expected CAGR of 8.5% through [----]. Celsius currently has 50% of the US market share of sugar-free energy drinks. They are just beginning to expand into international markets. International sales account for less than 10% of sales. Contrast this with Monster energy whose international sales account for 43% of sales. In [----] the market size was valued at approximately"  
[X Link](https://x.com/mkesome/status/1828550264082575544)  2024-08-27T21:48Z [---] followers, [---] engagements


"$CELH Celsius sells sugar-free energy drinks. Sugar free energy drinks account for 45% of total energy drink sales this has grown from 25% since [----]. As of [----] the global market size for energy drinks was $87 billion with an expected CAGR of 8.5% through [----]. Celsius currently has 50% of the US market share of sugar-free energy drinks. They are just beginning to expand into international markets. International sales account for less than 10% of sales. Contrast this with Monster energy whose international sales account for 43% of sales. In [----] the market size was valued at approximately"  
[X Link](https://x.com/mkesome/status/1828550524901187755)  2024-08-27T21:49Z [---] followers, [---] engagements


"$CELH Celsius sells sugar-free energy drinks. Sugar free energy drinks account for 45% of total energy drink sales this has grown from 25% since [----]. As of [----] the global market size for energy drinks was $87 billion with an expected CAGR of 8.5% through [----]. Celsius currently has 50% of the US market share of sugar-free energy drinks. They are just beginning to expand into international markets. International sales account for less than 10% of sales. Contrast this with Monster energy whose international sales account for 43% of sales. In [----] the market size was valued at approximately"  
[X Link](https://x.com/mkesome/status/1828550933581832510)  2024-08-27T21:51Z [---] followers, [---] engagements


"$CELH Celsius sells sugar-free energy drinks. Sugar free energy drinks account for 45% of total energy drink sales this has grown from 25% since [----]. As of [----] the global market size for energy drinks was $87 billion with an expected CAGR of 8.5% through [----]. Celsius currently has 50% of the US market share of sugar-free energy drinks. They are just beginning to expand into international markets. International sales account for less than 10% of sales. Contrast this with Monster energy whose international sales account for 43% of sales. In [----] the market size was valued at approximately"  
[X Link](https://x.com/mkesome/status/1828551220052504729)  2024-08-27T21:52Z [---] followers, [---] engagements


"@LukeWolgram $PLTR has the same thing happening in its commercial sector. Growing 70% yoy. Commercial about to pass government revenue"  
[X Link](https://x.com/mkesome/status/1829343901238342072)  2024-08-30T02:22Z [---] followers, [---] engagements


"Robinhood $HOOD Robinhood is a financial services company founded in [----] and had its IPO in [----]. Its most well known for being the first to pioneer commission-free trading. It has since continued its strategy of innovation consistently expanding its offering to include revolutionary features such as fractional shares the 24-hour market and IPO access for retail investors. Their company mission is to democratize finance for all. They are led by their original founder Vladimir Tenev. Their pace of innovation and enhanced offerings is making the platform an economic no-brainer for its users."  
[X Link](https://x.com/mkesome/status/1829579635799003527)  2024-08-30T17:59Z [---] followers, [---] engagements


"$CELH Celsius sells sugar-free energy drinks. Sugar free energy drinks account for 45% of total energy drink sales this has grown from 25% since [----]. As of [----] the global market size for energy drinks was $87 billion with an expected CAGR of 8.5% through [----]. Celsius currently has 50% of the US market share of sugar-free energy drinks. They are just beginning to expand into international markets. International sales account for less than 10% of sales. Contrast this with Monster energy whose international sales account for 43% of sales. In [----] the market size for energy drinks was valued"  
[X Link](https://x.com/mkesome/status/1830066673325375500)  2024-09-01T02:14Z [---] followers, [----] engagements


"How Patent Lawfare Undermined a Cardiovascular Breakthrough That Could Have Saved Millions In the pantheon of cardiovascular medical breakthroughs few trials have sparked as much excitement and potential as the REDUCE-IT trial. Conducted by Amarin Corporation the study delivered astonishing results that promised to redefine the management of cardiovascular risk particularly for patients who remained vulnerable despite the widespread use of statins. The trials outcome showing a dramatic reduction in heart attacks strokes and cardiovascular deaths heralded a new era in preventive cardiology."  
[X Link](https://x.com/mkesome/status/1830282576029778088)  2024-09-01T16:32Z [---] followers, [--] engagements


"@ginkgo_cap They own a large amount of the land and buildings they operate. If the value of this real estate is sold 1:1 against the balance sheet then essentially you get a business thats dishing out $500 million+ in free cash flow for $2 billion net"  
[X Link](https://x.com/mkesome/status/1830944076469837944)  2024-09-03T12:20Z [---] followers, [--] engagements


"Its interesting to see political campaigns avoidance of the other side of the political spectrum. Each respective media portrays its rival as a completely insane choice. The echo chamber is impossible to penetrate unless the candidate is literally inside the chamber"  
[X Link](https://x.com/mkesome/status/1830950136106639682)  2024-09-03T12:45Z [---] followers, [--] engagements


"$TSLA Miles per interventions must reach 200000+ miles per intervention to become true FSD. This is the benchmark for safer than human driving since thats roughly how often humans get into an accident"  
[X Link](https://x.com/mkesome/status/1830951771176657246)  2024-09-03T12:51Z [---] followers, [---] engagements


"Miles per intervention is possibly the most important capital metric of all time $TSLA"  
[X Link](https://x.com/mkesome/status/1831605716299477460)  2024-09-05T08:10Z [---] followers, [--] engagements


"@arny_trezzi $TDOC If sales stay flat then this is selling at 6x FCF/EV. Consensus expected CAGR for telehealth industry over the coming decade is 20%+ Its a turnaround with decent probability given the industry tailwind and their embedded position. If things turn this is a [--] bagger"  
[X Link](https://x.com/mkesome/status/1833154663991926784)  2024-09-09T14:45Z [---] followers, [----] engagements


"Miles per intervention (MPI) is the key metric. It will take 200k+ miles per intervention for FSD to be considered solved and regulators to begin considering. There is an exponential curve currently happening with MPI given the end to end neural net along with massive compute and good data. Even if MPI hits its mark today it will still be a few years of proof needed for regulators to consider driverless. End of the decade approval is highly probable imo. 50/50 within [--] years"  
[X Link](https://x.com/mkesome/status/1833157155936952707)  2024-09-09T14:54Z [---] followers, [--] engagements


"$VKTX Has a drug in development (VK2735) with efficacy that is likely comparable to Zepbound. Zepbound is the king of the class for GLP-1 weight loss with expected annual peak sales of $40 billion+. Phase [--] trials completed with phase [--] announcement expected by end of year"  
[X Link](https://x.com/mkesome/status/1833159679041511753)  2024-09-09T15:05Z [---] followers, [---] engagements


"@MissJilianne Miles per intervention (MPI) is the key metric. MPI will need to exceed 200k+ miles to be considered for driverless"  
[X Link](https://x.com/mkesome/status/1833161302446862636)  2024-09-09T15:11Z [---] followers, [--] engagements


"$HOOD Robinhood is a financial services company founded in [----] and had its IPO in [----]. Its most well known for being the first to pioneer commission-free trading. It has since continued its strategy of innovation consistently expanding its offering to include revolutionary features such as fractional shares the 24-hour market and IPO access for retail investors. Their company mission is to democratize finance for all. They are led by their original founder Vladimir Tenev. Their pace of innovation and enhanced offerings is making the platform an economic no-brainer for its users. Its latest"  
[X Link](https://x.com/mkesome/status/1833166390213136745)  2024-09-09T15:31Z [---] followers, [---] engagements


"$HIMS [--] year price target (bull case) Assuming: - 30% [--] year sales CAGR ($3.7 billion [----] sales) - 20% net margin - [--] p/e Valuation = $22.2 billion or $110/share"  
[X Link](https://x.com/mkesome/status/1833180116504945036)  2024-09-09T16:26Z [---] followers, [----] engagements


"Fair. However this is the bull case. Current quarter yoy revenue growth is 50%. Growth will level but the runway is long therefore a high pe Gross Margins 80%. Not a true SAAS but close. Net margin prediction is at maturity meaning leveled out growth. Likely at the higher end between 10-20%"  
[X Link](https://x.com/mkesome/status/1833244841549172923)  2024-09-09T20:43Z [---] followers, [---] engagements


"Yes but again its the bull case at maturity (I assume maturity will not happen by [----] but when analyzing one must always imagine margins at maturity). Maturity meaning when high growth phase has plateaued. If they can build out subscriber base and brand equity and become king of the class ( la Netflix Spotify etc) theyll have pricing power which will put them at the higher range of that 10-20% net margin"  
[X Link](https://x.com/mkesome/status/1833473457264169154)  2024-09-10T11:51Z [---] followers, [--] engagements


"@SteadyCompound Life Ascending"  
[X Link](https://x.com/mkesome/status/1834753140148580459)  2024-09-14T00:36Z [---] followers, [--] engagements


"@thexcapitalist Counterintuitive effect. Cutting prices on GLP-1s opens the market for more subscribers. This can only be deemed negative for $LLY and $NVO its a net positive for $HIMS"  
[X Link](https://x.com/mkesome/status/1837246969112084930)  2024-09-20T21:46Z [---] followers, [---] engagements


"@T_W_O_A_S @alc2022 Fair assessment. Considering a 15% sales CAGR and a 40% net margin with a p/e of [--] that gets ya to $125 billion cap. Thats an annualized 11.5% return. Pretty fair value. I like $ABNB -stalwart brand - but curious if theres another growth catalyst upcoming @bchesky"  
[X Link](https://x.com/mkesome/status/1837303134126813310)  2024-09-21T01:29Z [---] followers, [---] engagements


"The market takes a snapshot of growth and perpetuates it into the future indefinitely. Look at $W Look at $AAPL between 2015-17 flat growth. Then iPhone X - a 40% price hike on iPhones. Boom Pricing power and a 10x rise over the next several years. Hats off Mr. Buffett"  
[X Link](https://x.com/mkesome/status/1837697238102839477)  2024-09-22T03:35Z [---] followers, [---] engagements


"$HIMS Riddle me this: Whats a fair price for a business growing 50% annually. With mature net margins likely 20% and $1 billion in trailing [--] month sales Give up"  
[X Link](https://x.com/mkesome/status/1837699225879998830)  2024-09-22T03:43Z [---] followers, [----] engagements


"$HOOD [--] Year Price Target Bull case assumptions: Sales CAGR next [--] years 25% Net margin 30% p/e [--] Valuation: $63 billion= $99/share Bear case assumptions: Sales CAGR next [--] years 15% Net margin 20% p/e [--] Valuation $19.5 billion = $27/share"  
[X Link](https://x.com/mkesome/status/1837699799388226046)  2024-09-22T03:45Z [---] followers, [---] engagements


"$VKTX Might be sitting on a $100+ billion dollar drug VK2735 could be the one weight loss drug to rule them all"  
[X Link](https://x.com/mkesome/status/1837700593487340030)  2024-09-22T03:48Z [---] followers, [----] engagements


"$TDOC Grossly undervalued. $2.6 billion in sales. Assume a 15% net margin [--] p/e Fair value $5.85 billion = $26/share This assumes no growth and consensus estimates predict telehealth services to CAGR at 20%/year through [----]. Easy money here"  
[X Link](https://x.com/mkesome/status/1837702613782888492)  2024-09-22T03:57Z [---] followers, [---] engagements


"@KabraxFX Theyre not hemorrhaging cash. Look through earnings"  
[X Link](https://x.com/mkesome/status/1837828644258951629)  2024-09-22T12:17Z [---] followers, [--] engagements


"@KabraxFX Yes a different model than $HIMS (which Im long as well). This is a different type of investment what Peter Lynch would call a Turnaround. New CEO might get things in shape but regardless just maintaining status quo in a rising tide industry nets a nice return"  
[X Link](https://x.com/mkesome/status/1837835705537462692)  2024-09-22T12:45Z [---] followers, [---] engagements


"What is the Bill in Buffalo Bills @NFL @BuffaloBills"  
[X Link](https://x.com/mkesome/status/1838398070406394261)  2024-09-24T02:00Z [---] followers, [---] engagements


"@LostFundamental If you think autonomy will likely be solved by $TSLA invest"  
[X Link](https://x.com/mkesome/status/1838764183325757756)  2024-09-25T02:15Z [---] followers, [---] engagements


"Possible future: Humans have the ability to avatar themselves via an advanced Teslabot-type robot. They can then strap on VR goggles sync neuralink (or just use video game like controls) and visit parts of the world explore and interact with real humans and bots"  
[X Link](https://x.com/mkesome/status/1839207249408843938)  2024-09-26T07:35Z [---] followers, [---] engagements


"@TheAKGuy Hypersonic missiles. Iron Dome isnt designed for missiles traveling greater than Mach 5"  
[X Link](https://x.com/mkesome/status/1841275825724772838)  2024-10-02T00:35Z [---] followers, [--] engagements


"@FluentInValue $HIMS [--] year price target (bull case) Assuming: - 30% [--] year sales CAGR ($3.7 billion [----] sales) - 20% net margin - [--] p/e Valuation = $22.2 billion or $110/share"  
[X Link](https://x.com/mkesome/status/1842689875209818225)  2024-10-05T22:14Z [---] followers, [---] engagements


"$HIMS [--] year price target (bull case) Assuming: - 30% [--] year sales CAGR ($4.7 billion [----] sales) - 20% net margin - [--] p/e Valuation = $26.7 billion or $130/share"  
[X Link](https://x.com/mkesome/status/1842690274092351880)  2024-10-05T22:16Z [---] followers, [---] engagements


"Anyone else find it oddly coincidental that during a period of impending global population implosion humanity just so happens to also be on the verge of developing tech that diminishes human capital"  
[X Link](https://x.com/mkesome/status/1843144600367833260)  2024-10-07T04:21Z [---] followers, [---] engagements


"Market risk is not so much a thing anymore given government and central banks handling of modernized economies"  
[X Link](https://x.com/mkesome/status/1844185858536276283)  2024-10-10T01:19Z [---] followers, [--] engagements


"The company that can build the mini-models weighted effectively within foundational models will be the next $GOOG. $PLTR @alexandr_wang @JTLonsdale"  
[X Link](https://x.com/mkesome/status/1844552752703144397)  2024-10-11T01:37Z [---] followers, [--] engagements


"@Tesla and @SpaceX live events 🤌"  
[X Link](https://x.com/mkesome/status/1844558455513764233)  2024-10-11T01:59Z [---] followers, [--] engagements


"Charlatan. [--]. No one knows what will happen at a macroeconomic scale because of the butterfly effect [--]. Market risk is close to non-existent in modernized economies. Central banks and governments prevent mass recession (causing mass inflation) therefore getting out of assets is foolish"  
[X Link](https://x.com/mkesome/status/1844952459656982793)  2024-10-12T04:05Z [---] followers, [--] engagements


"@alc2022 Robotics is generally not a great business. Look at Boston Dynamics. No the value is not in designing mechanistic robots thats the easy part the value comes from creating an AI model that is able to navigate the physical world through vision"  
[X Link](https://x.com/mkesome/status/1845096793266106696)  2024-10-12T13:38Z [---] followers, [----] engagements


"$TSLA is creating the AI vision modality. They are the only company that created robots (cars) at scale that collect useful data for real-world navigation"  
[X Link](https://x.com/mkesome/status/1845114541912265059)  2024-10-12T14:49Z [---] followers, [--] engagements


"$TDOC significant undervaluation $2.7 billion trailing revenue Look through earnings 10% net margin 15x earnings* Fair value estimate = $4 billion or $18 per share *Telehealth is a rising tide industry (consensus CAGR 15-20% growth) and therefore put a slight premium on p/e"  
[X Link](https://x.com/mkesome/status/1845166340790759848)  2024-10-12T18:15Z [---] followers, [---] engagements


"$LYFT is a bargain at an absolute basis: $5.6 billion trailing revenue. Factor in 10% mature net margin. [--] p/e Fair value = $11.2 billion $30/share Did I mention the 40% yoy revenue growth Great hedge while waiting for $TSLA network to take over"  
[X Link](https://x.com/mkesome/status/1845493308732199297)  2024-10-13T15:54Z [---] followers, [--] engagements


"Maybe since time requires an observer it does not exist without one The observer collapses the wave function"  
[X Link](https://x.com/mkesome/status/1846410385789681953)  2024-10-16T04:38Z [---] followers, [--] engagements


"@KabraxFX $SOFI * $2.4 billion trailing revenue * 25% net margin maturity * [--] pe * Current Fair value $15 billion $14/share"  
[X Link](https://x.com/mkesome/status/1848422166896795995)  2024-10-21T17:52Z [---] followers, [---] engagements


"@DividendDude_X $CELH * $1.6 billion trailing revenue * 20% net margin maturity * [--] look through p/e * Fair value $9.6 billion $41/share"  
[X Link](https://x.com/mkesome/status/1848471268086952399)  2024-10-21T21:07Z [---] followers, [---] engagements


"@DividendDude_X Net margin is derived from $MNSTR. They typically have a 20-25% margin. Look through p/e is a derivation since gross margins for both companies are similar but $CELH is scaling. Pe multiple is the kicker"  
[X Link](https://x.com/mkesome/status/1848487666867638761)  2024-10-21T22:12Z [---] followers, [---] engagements


"Perfect example of how $CVS is mismanaged: during the entire pandemic including now they still dont sell n95 masks"  
[X Link](https://x.com/mkesome/status/1848770766277337425)  2024-10-22T16:57Z [---] followers, [---] engagements


"Yep $LYFT $LYFT is a bargain at an absolute basis: $5.6 billion trailing revenue. Factor in 10% mature net margin. [--] p/e Fair value = $11.2 billion $30/share Did I mention the 40% yoy revenue growth Great hedge while waiting for $TSLA network to take over $LYFT is a bargain at an absolute basis: $5.6 billion trailing revenue. Factor in 10% mature net margin. [--] p/e Fair value = $11.2 billion $30/share Did I mention the 40% yoy revenue growth Great hedge while waiting for $TSLA network to take over"  
[X Link](https://x.com/mkesome/status/1854520445518659901)  2024-11-07T13:45Z [---] followers, [---] engagements


"@alc2022 Depends on your time horizon. There are a few businesss ($NVDA $AAPL etc) that are bigger than the entire US economy was in [----]. So I agree"  
[X Link](https://x.com/mkesome/status/1854833415146651720)  2024-11-08T10:28Z [---] followers, [---] engagements


"Is $HIMS the most undervalued stock on the market $1.6 billion forward revenue 25% net margin at maturity* Selling at 12x earnings and growing at 77% yoy. No brainer. *given 80% gross margins its not unreasonable to assume 25% net margins at growth maturity"  
[X Link](https://x.com/mkesome/status/1854935092855988300)  2024-11-08T17:12Z [---] followers, 37.4K engagements


"@elonmusk Whats the alternative Without a central bank then the economy is subject to the severe vicissitudes of the market. Is it better or worse off"  
[X Link](https://x.com/mkesome/status/1855620923568672895)  2024-11-10T14:37Z [---] followers, [--] engagements


"Hear that Its time to buy $CELH $CELH Is this company dead $CELH Is this company dead"  
[X Link](https://x.com/mkesome/status/1857633935414431911)  2024-11-16T03:56Z [---] followers, [---] engagements


"@techinvestoor $TMDX is looking interesting at this price. Where do you see peak sales"  
[X Link](https://x.com/mkesome/status/1857783336069943695)  2024-11-16T13:50Z [---] followers, [---] engagements


"At what year will $BTC overtake Gold In valuation Gold Current value: $17 trillion Bitcoin value: $1.7 trillion"  
[X Link](https://x.com/mkesome/status/1859631024373739861)  2024-11-21T16:12Z [---] followers, [--] engagements


"@eldsjal if a song has an official music video is it in the pipeline to stream it from app If not why not @SpotifyCares"  
[X Link](https://x.com/mkesome/status/1860128836039639482)  2024-11-23T01:10Z [---] followers, [--] engagements


"The community note on this post is incorrect. All metals come as salts they are always naturally combined with another element in order to stabilize. All salts contain a percent of the elemental ion. Eg. NaCl (tablet salt) is Sodium + Chloride = 40% elemental Sodium and 60% Chloride [--] teaspoon of table salt weighs [--] grams but is actually [---] grams Sodium. Thats how nutrition labels report Aluminum hydroxide is 34% elemental Aluminum"  
[X Link](https://x.com/mkesome/status/1861034320791552336)  2024-11-25T13:08Z [---] followers, [---] engagements


"Just getting started $TDOC $TDOC Grossly undervalued. $2.6 billion in sales. Assume a 15% net margin [--] p/e Fair value $5.85 billion = $26/share This assumes no growth and consensus estimates predict telehealth services to CAGR at 20%/year through [----]. Easy money here. $TDOC Grossly undervalued. $2.6 billion in sales. Assume a 15% net margin [--] p/e Fair value $5.85 billion = $26/share This assumes no growth and consensus estimates predict telehealth services to CAGR at 20%/year through [----]. Easy money here"  
[X Link](https://x.com/mkesome/status/1861117831061885190)  2024-11-25T18:40Z [---] followers, [---] engagements


"@GoviThom25304 @BillAckman Explain"  
[X Link](https://x.com/mkesome/status/1861948409931845819)  2024-11-28T01:41Z [---] followers, [--] engagements


"@amitisinvesting @xai (Grok) will be the brain (voice understanding personality) for Optimus. @Tesla_AI will cover the vision (real world navigation) modality"  
[X Link](https://x.com/mkesome/status/1862171148005360140)  2024-11-28T16:26Z [---] followers, [----] engagements


"Not many understand the obvious path here: @xai (Grok) will be the brain (voice understanding personality) for @Tesla_Optimus. @Tesla_AI will cover the vision (real-world navigation) Like the current Tesla fleet the faster Tesla produces these robots the more experience data is accumulated and the wider the moat becomes. Experience builds the machine brain. $TSLA will be the most valuable business on the planet and it wont be close. Pace of innovation is the key metric. Got a new hand for Black Friday https://t.co/x3gQrsbYAQ Got a new hand for Black Friday https://t.co/x3gQrsbYAQ"  
[X Link](https://x.com/mkesome/status/1862178612742394141)  2024-11-28T16:55Z [---] followers, [--] engagements


"@NivHanin @amitisinvesting @xai @Tesla_AI Well if one were to look at the structure of a biological brain youd find that modalities are typically separate. Eg. Visual cortex in the occipital lobe is dedicated to processing visual information while the auditory cortex in the temporal lobe handles sound"  
[X Link](https://x.com/mkesome/status/1862293450525188581)  2024-11-29T00:32Z [---] followers, [---] engagements


"Sold out of $SOFI as it has begun to reach current fair value. Still a lot to like here. @KabraxFX $SOFI * $2.4 billion trailing revenue * 25% net margin maturity * [--] pe * Current Fair value $15 billion $14/share @KabraxFX $SOFI * $2.4 billion trailing revenue * 25% net margin maturity * [--] pe * Current Fair value $15 billion $14/share"  
[X Link](https://x.com/mkesome/status/1862989632368996752)  2024-11-30T22:38Z [---] followers, [---] engagements


"Sold out of $PLTR calls for now still have some equity. Will revisit larger position depending on valuation. Love this company @evfcfaddict @ClarkSquareCap $PLTR The recent advent of AIP with Foundry into the commercial sector is a relatively unknown inflection point. Growth within this segment was 70% yoy. This is a new product as of [----]. It integrates the use of LLMs with their data integration services. The appetite is @evfcfaddict @ClarkSquareCap $PLTR The recent advent of AIP with Foundry into the commercial sector is a relatively unknown inflection point. Growth within this segment was"  
[X Link](https://x.com/mkesome/status/1863004995160809762)  2024-11-30T23:39Z [---] followers, [---] engagements


"@QualityInvest5 And why not $LYFT"  
[X Link](https://x.com/mkesome/status/1864721438457958500)  2024-12-05T17:20Z [---] followers, [---] engagements


"@QualityInvest5 Theres always a Pepsi to the coke. $UBER sales are 8x $LYFT but trading at 21x the valuation. Agreed $UBER is the better managed but how much should one pay up for that $LYFT is good value on an absolute basis"  
[X Link](https://x.com/mkesome/status/1864722582232039865)  2024-12-05T17:24Z [---] followers, [---] engagements


"Respectfully disagree. This is a duopoly situation akin to Coke and Pepsi. Paramount is more similar to Curb (NYC yellow cab ride hailing app Jurassic-niche). $UBER will never own a monopoly on app based ride-hailing. The $TSLA threat is real for both companies and is likely causing price depression on each although greater for $LYFT since $UBER is somewhat differentiated. $LYFT has the optionality to expand internationally. They have 25% of US Market Share compared to 75% for UBER. I agree that $UBER is the better business but currently $LYFT is the better value even if its a cigar butt"  
[X Link](https://x.com/mkesome/status/1864736510441894188)  2024-12-05T18:20Z [---] followers, [---] engagements


"$LYFT is back to extreme undervaluation. $6 billion in revenue (assume recent quarter*4) Assume 10% net margin at maturity Assume [--] p/e (currently growing revenue at 30% you) Fair value is $12 billion or $30/share. Purchased 1/2027 calls $17 strike"  
[X Link](https://x.com/mkesome/status/1864768417292570794)  2024-12-05T20:26Z [---] followers, [---] engagements


"@Hughjohnsonxx Theres something to this. Think they create algorithmic bubbles that drive engagement and therefore users create more posts due to increased engagement"  
[X Link](https://x.com/mkesome/status/1865118654204875044)  2024-12-06T19:38Z [---] followers, [--] engagements


"Lobster. In the 19th century lobster was considered a low-class food often referred to as the cockroach of the sea. It was so abundant and cheap that it was commonly fed to prisoners. The practice was eventually restricted because overfeeding lobster to inmates was seen as cruel and inhumane. Laws were enacted to limit how frequently lobster could be served in prisons typically no more than 2-3 times a week. Highly recommend DFW essay Consider the Lobster"  
[X Link](https://x.com/mkesome/status/1865976447749226680)  2024-12-09T04:27Z [---] followers, 10.2K engagements


"@DividendDude_X What about $LYFT $6 billion in revenue (assume recent quarter*4) Assume 10% net margin at maturity Assume [--] p/e (currently growing revenue at 30%+ yoy) Conservative fair value $12 billion or $30/share"  
[X Link](https://x.com/mkesome/status/1866561359023854041)  2024-12-10T19:11Z [---] followers, [----] engagements


"$TDOC $2.6 billion in sales. Assume a 15% net margin [--] p/e Fair value $5.85 billion = $26/share This assumes no growth and consensus estimates predict telehealth services to CAGR at 20%/year through [----]. Purchased $7.50 calls exp 1/2027 Rising tide raises all ships"  
[X Link](https://x.com/mkesome/status/1866566380562043341)  2024-12-10T19:31Z [---] followers, [----] engagements


"$TDOC acquired Livongo in [----] at $18.5 billion now accounts for 1/3rd of total revenue. $TDOC current enterprise value is $2.2 billion with positive free cash flow. Recent massive earnings hit have been due to goodwill impairment charges"  
[X Link](https://x.com/mkesome/status/1866568818224664754)  2024-12-10T19:41Z [---] followers, [---] engagements


"@DividendDude_X Agreed but the relative valuation is attractive (less than 1/20th the valuation of $UBER) and with 1/8th the business. $LYFT has a steady 25% market share in the US. I will bet you $5 that Lyft outperforms UBER over the next [--] months"  
[X Link](https://x.com/mkesome/status/1866600377346294169)  2024-12-10T21:46Z [---] followers, [---] engagements


"@elonmusk @BillAckman Added sugar should be taxed commensurate to its burden on the system. Its an unpriced externality. Excise taxes exist for tobacco and alcohol to curb consumption New FDA labeling makes this possible since added sugar is differentiated from naturally occurring sugar @DOGE"  
[X Link](https://x.com/mkesome/status/1867046467946291585)  2024-12-12T03:19Z [---] followers, [--] engagements


"@invertedfragil1 @elonmusk @BillAckman @DOGE Indeed sugar is an essential nutrient. Im referring to adding sugar for sweetness enhancement. Is there ever an instance where this would be beneficial Mind you Americans consume over 300% more sugar daily than whats recommended in any health guidelines"  
[X Link](https://x.com/mkesome/status/1867057272171663523)  2024-12-12T04:01Z [---] followers, [--] engagements


"@MaxTheComrade @QualityInvest5 What will likely play out is Waymo cars will be optioned on the $UBER and $LYFT network while they continue to scale the fleet. Until they have enough of their own vehicles to saturate demand Waymo will allow their vehicles to operate on a competing network"  
[X Link](https://x.com/mkesome/status/1867649467866030441)  2024-12-13T19:15Z [---] followers, [---] engagements


"@MMMTwealth What is the level of confidence in saying that $TSLA will not destroy $UBER 100% 80% 60%"  
[X Link](https://x.com/mkesome/status/1867788092679368992)  2024-12-14T04:25Z [---] followers, [---] engagements


"@ryansweb @tsarnick Hence $PLTR"  
[X Link](https://x.com/mkesome/status/1868333270641091045)  2024-12-15T16:32Z [---] followers, [--] engagements


"The market is recognizing the lopsided odds with $TSLA"  
[X Link](https://x.com/mkesome/status/1868800089470517389)  2024-12-16T23:27Z [---] followers, [---] engagements


"Tragic and fascinating story behind this: In [----] Grace Gold a 17-year-old Barnard College student tragically lost her life when a piece of masonry fell from a building at Broadway and 115th Street in New York City. This incident prompted regulation requiring periodic inspections of street-facing facades for buildings taller than six stories at least every [--] years. Good radiolab podcast on this"  
[X Link](https://x.com/mkesome/status/1869132985682780286)  2024-12-17T21:30Z [---] followers, [---] engagements


"Argument from authority does not strengthen ones position. Important to understand the interpretation of this law: If $HIMS tailors a specific dose for a patient that is not available commercially it can continue to compound GLP-1. Ozempic only has [--] doses: 0.25mg 0.5mg 1mg and 2mg. What if someone does best on a 1.5mg dose 100x influencer knows more about the recent FDA $HIMS decision than both the pharma industry and numerous institutional investors Thank god fintwit has this free alpha https://t.co/kd9NBSoBop 100x influencer knows more about the recent FDA $HIMS decision than both the"  
[X Link](https://x.com/mkesome/status/1869932733637480630)  2024-12-20T02:28Z [---] followers, [---] engagements


"You conflate these decisions with the survival and success of $HIMS. The ability to compound GLP-1 is essentially an uncertain but potentially highly lucrative bonus vertical Its not necessary for the success of the business rather its an accelerant. The business has grown 10x in less than [--] years discounting all GLP-1 sales. There are many other verticals where convenient access to medication tailored to individual need will flourish. Due to the uncertainty of the outcome the stock is under price pressure and is undervalued regardless of GLP-1 outcome. Im starting to believe you are a short"  
[X Link](https://x.com/mkesome/status/1870164107145691379)  2024-12-20T17:47Z [---] followers, [---] engagements


"1) Id interpret that law as being favorable for $HIMS for the previously stated reason (its an easy to argue loophole) Id also like to speculatively reason on why I think things will end favorably for $HIMS on this manner: The market/insurance companies will not be able to meet the demand that GLP-1s will and should have. Essentially at least half of Americans would benefit from them and the cost to the system would be astronomical given the current charge for a one month supply ($1000). There will be pressure to allow the continuation for cheaper access to GLP-1s. Final point Liraglutide is"  
[X Link](https://x.com/mkesome/status/1870177275557089526)  2024-12-20T18:39Z [---] followers, [---] engagements


"@ginkgo_cap I do this for everything I purchase. If one cannot come to their own independent conclusions on fair value then they shouldnt be investing"  
[X Link](https://x.com/mkesome/status/1870199341324931111)  2024-12-20T20:07Z [---] followers, [---] engagements


"@MatchasmMatt Not all cynics are $TSLA haters but all $TSLAQ are cynics"  
[X Link](https://x.com/mkesome/status/1873946191098167657)  2024-12-31T04:16Z [---] followers, [---] engagements


"$KSS thesis Part 1: A misunderstood Enterprise Value. $KSS current stated enterprise value is $9 billion. However this is an inaccurate representation of capitalization due to recently implemented capital lease obligation accounting. KSS liquidation value is closer to $500 million therefore making their intrinsic enterprise value $1 billion. The business dished out over $700 million in free cash flow last year and will likely do around $500 million for q4 (their money making holiday quarter). Starting in [----] GAAP accounting changed to include capital leases as debt on the balance sheet. This"  
[X Link](https://x.com/mkesome/status/1874107736071254206)  2024-12-31T14:57Z [---] followers, [---] engagements


"$BMBL EV to sales (1x) relative to $MTCH (3x) with similar growth rates show a mispriced valuation $BMBL is currently selling at less than 5x Free Cash Flow Purchased 1/2026 $10 $BMBL calls. Expect mean reversion. Fair value estimate $25-30"  
[X Link](https://x.com/mkesome/status/1874531121314316326)  2025-01-01T19:00Z [---] followers, [---] engagements


"@thegreghead $GRND is selling at 9x sales. Has 1/3 the revenue of the $BMBL and selling at 3x the price"  
[X Link](https://x.com/mkesome/status/1874552708252012950)  2025-01-01T20:26Z [---] followers, [--] engagements


"@Jason Its a matter of super low rates that no longer exist. Capital deployment is easy when money is cheap"  
[X Link](https://x.com/mkesome/status/1874630985171751219)  2025-01-02T01:37Z [---] followers, [----] engagements


"@thenightjoke @thegreghead The market has a funny way of extrapolating growth or stagnation into perpetuity when in reality it tends to revert to a mean"  
[X Link](https://x.com/mkesome/status/1874801234017931344)  2025-01-02T12:53Z [---] followers, [--] engagements


"$LYFT is a bargain at an absolute basis: - $6 billion revenue - Assume 15% net margin at growth maturity - [--] p/e - Fair value = $13.5 billion or $37/share Did I mention the 35% yoy revenue growth Holding January [----] calls $17 strike"  
[X Link](https://x.com/mkesome/status/1876613613814943759)  2025-01-07T12:55Z [---] followers, [----] engagements


"Has 1/7th the business of $UBER but selling at 1/27th the price. In the markets where $LYFT operates with $UBER (North America) LYFT maintains a steady 25% market share. Cumulative revenue growth since June 2023: UBER: 22% LYFT: 49% 🤔"  
[X Link](https://x.com/mkesome/status/1876615829305032799)  2025-01-07T13:04Z [---] followers, [---] engagements


"$LYFT has 1/7th the business of $UBER but selling at 1/27th the price In the markets where $LYFT competes with $UBER (North America) they maintain a steady 25% market share Cumulative revenue growth since June 2023: UBER: 22% LYFT: 49% 🤔 $LYFT is a bargain at an absolute basis: - $6 billion revenue - Assume 15% net margin at growth maturity - [--] p/e - Fair value = $13.5 billion or $37/share Did I mention the 35% yoy revenue growth Holding January [----] calls $17 strike $LYFT is a bargain at an absolute basis: - $6 billion revenue - Assume 15% net margin at growth maturity - [--] p/e - Fair"  
[X Link](https://x.com/mkesome/status/1876617724379512875)  2025-01-07T13:11Z [---] followers, [---] engagements


"The rumble of thunder is the closest natural sound to the Schumann resonance aka the heartbeat of the earth that humans are able to detect. Maybe thats why we find it so humbling"  
[X Link](https://x.com/mkesome/status/1877570626237427807)  2025-01-10T04:18Z [---] followers, [--] engagements


"$HIMS best risk/reward currently on the market - $1.6 billion in revenue - Assume 20% net margin at growth maturity* - Assume [--] p/e** Fair Value = Revenue x Net Margin x p/e Therefore fair value $9.6 billion or $45/share *Gross margins 80% **56% ttm revenue growth"  
[X Link](https://x.com/mkesome/status/1878274535088148973)  2025-01-12T02:55Z [---] followers, [---] engagements


"What companies spend the most relative to revenue on large software engineer teams"  
[X Link](https://x.com/mkesome/status/1878321558696960143)  2025-01-12T06:02Z [---] followers, [---] engagements


"@alc2022 [----] Total US Stock Market Capitalization: $3 trillion $NVDA or $AAPL or $MSFT exceed the [----] value of the entire US market"  
[X Link](https://x.com/mkesome/status/1879514031276601574)  2025-01-15T13:00Z [---] followers, [---] engagements


"Will look into Oddity. Also eyeing $U for this reason. LLM efficiency gains will unlock lots of value for these companies. Theyll need firm leadership"  
[X Link](https://x.com/mkesome/status/1885789400757338493)  2025-02-01T20:36Z [---] followers, [---] engagements


"@noreason2bother $ODD looks interesting. Passing the initial filters. How do you view their future"  
[X Link](https://x.com/mkesome/status/1885791454301192300)  2025-02-01T20:44Z [---] followers, [--] engagements


"@Banana3Stocks True but their oil quality is much lower and therefore requires high refinement. This process has made it less economical than extracting from basins in the US and Saudi Arabia"  
[X Link](https://x.com/mkesome/status/1886035518363713941)  2025-02-02T12:54Z [---] followers, [---] engagements


"$LYFT is selling way below intrinsic value: $5.5 billion ttm revenue Growing 25% yoy Same gross margins as $UBER Expected net margins at scaling maturity: 12% Fair price $30 per share"  
[X Link](https://x.com/mkesome/status/1886483975369318588)  2025-02-03T18:36Z [---] followers, [----] engagements

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