# ![@rast_guru Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1964980399341498368.png) @rast_guru RAST.guru

RAST.guru posts on X about growth, $hims, fair, $duols the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1964980399341498368/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1964980399341498368/c:line/m:interactions.svg)

- [--] Week [-----] +6.80%
- [--] Month [------] +48%

### Mentions: [--] [#](/creator/twitter::1964980399341498368/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1964980399341498368/c:line/m:posts_active.svg)

- [--] Week [--] -86%
- [--] Month [--] +12%

### Followers: [--] [#](/creator/twitter::1964980399341498368/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1964980399341498368/c:line/m:followers.svg)

- [--] Week [--] +7.60%
- [--] Month [--] +148%

### CreatorRank: [---------] [#](/creator/twitter::1964980399341498368/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1964980399341498368/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[growth](/topic/growth), [$hims](/topic/$hims), [fair](/topic/fair), [$duols](/topic/$duols), [future](/topic/future), [ai](/topic/ai), [$spot](/topic/$spot), [just a](/topic/just-a), [$zeta](/topic/$zeta), [$uber](/topic/$uber)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Spotify Technology (SPOT)](/topic/$spot) [ZetaChain (ZETA)](/topic/$zeta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [MercadoLibre Inc (MELI)](/topic/$meli) [Oatly Group AB (OTLY)](/topic/$otly) [RAI Finance (SOFI)](/topic/$sofi) [Duolingo, Inc.  (DUOL)](/topic/$duol) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Match Group Inc (MTCH)](/topic/$mtch) [Wise (WISE)](/topic/$wise) [Starbucks Corporation (SBUX)](/topic/$sbux) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Netflix Inc (NFLX)](/topic/$nflx) [Bumble Inc. (BMBL)](/topic/$bmbl) [On Holding AG (ONON)](/topic/$onon) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Atlassian Corporation PLC (TEAM)](/topic/$team) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Fastly, Inc. (FSLY)](/topic/$fsly) [GitLab Inc. (GTLB)](/topic/$gtlb) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Metadium (META)](/topic/$meta) [Accenture (ACN)](/topic/accenture) [UiPath, Inc. (PATH)](/topic/$path) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Pinterest, Inc. (PINS)](/topic/$pins)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Cava's approaching fair value. Just a bit more and it will become a value invest stay tuned"  
[X Link](https://x.com/rast_guru/status/1998728421560533007)  2025-12-10T12:16Z [--] followers, [--] engagements


"@StockSavvyShay You've put your finger on the real issue with $HIMS: subscribers. It may be temporary. But it doesn't seem so"  
[X Link](https://x.com/rast_guru/status/2000850423716921784)  2025-12-16T08:48Z [--] followers, [---] engagements


"@BillAckman @Uber Ok we all agree on $UBER. Now when is the price going up"  
[X Link](https://x.com/rast_guru/status/2000968304593104945)  2025-12-16T16:36Z [--] followers, [--] engagements


"@alc2022 $HIMS is an e-commerce that struggles to get more subscribers it's that simple"  
[X Link](https://x.com/rast_guru/status/2001101433689485499)  2025-12-17T01:25Z [--] followers, [--] engagements


"Anybody out there capable of justifying $CVNA's current price"  
[X Link](https://x.com/rast_guru/status/2001390133417754757)  2025-12-17T20:32Z [--] followers, [---] engagements


"@thexcapitalist $MELI was definitely expensive but it's becoming ripe by the day"  
[X Link](https://x.com/rast_guru/status/2001408594839777462)  2025-12-17T21:46Z [--] followers, [---] engagements


"@Ashton_1nvests $SNAP's daily active users are amazing. But we're still waiting to see how they will monetize them properly"  
[X Link](https://x.com/rast_guru/status/2002083833248907755)  2025-12-19T18:29Z [--] followers, [---] engagements


"$SBUX Starbucks's total stores growth is slowing down again after its covid stagnation. This raises many questions: - Could this be seen as a worldwide economical indicator - _or_ Are people just tired of it"  
[X Link](https://x.com/rast_guru/status/2005568804789899345)  2025-12-29T09:17Z [--] followers, [--] engagements


"@BourbonCap $PATH's customer growth is looking great income is gonna look great in the years to come"  
[X Link](https://x.com/rast_guru/status/2005694603635351733)  2025-12-29T17:37Z [--] followers, [---] engagements


"Was it just a GLP craze for $HIMS Because it doesnt really seem like end customers are interested anymore"  
[X Link](https://x.com/rast_guru/status/2005704742698426554)  2025-12-29T18:17Z [--] followers, [--] engagements


"@TheRayMyers $NU's growth in terms of customers is beautiful"  
[X Link](https://x.com/rast_guru/status/2005735237364678828)  2025-12-29T20:18Z [--] followers, [---] engagements


"@1000xStocks The problem of $SBUX is that its licensed stores are chilling with an iced latte"  
[X Link](https://x.com/rast_guru/status/2005745751138386226)  2025-12-29T21:00Z [--] followers, [--] engagements


"@GrindeOptions To analyze future growth we need to look at $SOFI SoFi's members. And boy they look great"  
[X Link](https://x.com/rast_guru/status/2005932081226875339)  2025-12-30T09:20Z [--] followers, [---] engagements


"@alc2022 What about $HIMS's core issue: its stagnating user base"  
[X Link](https://x.com/rast_guru/status/2006030065818124490)  2025-12-30T15:50Z [--] followers, [---] engagements


"@bjmtweets This conveys a wrong picture: it just says that it's not in the exponential phase anymore. And this is the case for most public companies. $DUOL's growth remains fine and the plateau is still far away"  
[X Link](https://x.com/rast_guru/status/2006373214415638619)  2025-12-31T14:33Z [--] followers, [---] engagements


"@Mr_Derivatives That's one stable stock with stable growth that has had a fair value for a while. That's actually how it should be ;). $ABNB has a bright future with such a growth of users"  
[X Link](https://x.com/rast_guru/status/2006407788881186940)  2025-12-31T16:51Z [--] followers, [--] engagements


"More and more people go for Affirm's "Buy now pay later" option. Great news for $AFRM worrying one for the society"  
[X Link](https://x.com/rast_guru/status/2007219461951291883)  2026-01-02T22:36Z [--] followers, [--] engagements


"@alc2022 Are peptides going to bring up the flattening subscribers curve"  
[X Link](https://x.com/rast_guru/status/2008110562862047634)  2026-01-05T09:37Z [--] followers, [---] engagements


"$META's insane run to 3.5B users is slowly coming to an end: current revenue growth is largely driven by higher ad prices. But with competitors like #TikTok advertisers wont accept running campaigns at any cost"  
[X Link](https://x.com/rast_guru/status/2008117902134919279)  2026-01-05T10:06Z [--] followers, [--] engagements


"@StockSavvyShay And $MELI's users are booming"  
[X Link](https://x.com/rast_guru/status/2008216716178837797)  2026-01-05T16:39Z [--] followers, [---] engagements


"@wallstengine They're clearly not looking at fundamentals such as $UBER's consumers"  
[X Link](https://x.com/rast_guru/status/2008217612136612067)  2026-01-05T16:42Z [--] followers, [---] engagements


"@Mindset4Money_X Yep but if you look at fundamentals such as $ZETA's customers the future is less bright"  
[X Link](https://x.com/rast_guru/status/2008218028941734043)  2026-01-05T16:44Z [--] followers, [---] engagements


"How long will $PATH's growth remain unnoticed"  
[X Link](https://x.com/rast_guru/status/2008491552033865885)  2026-01-06T10:51Z [--] followers, [--] engagements


"$MELI has had a great run. But both unique active users and revenue per user are about to flatten. Will they find new ways to grow"  
[X Link](https://x.com/rast_guru/status/2008525769069523024)  2026-01-06T13:07Z [--] followers, [--] engagements


"@topsecretstocks That's unfortunately what happens to companies that stop attracting new customers. Sorry $HIMS"  
[X Link](https://x.com/rast_guru/status/2008556128918249821)  2026-01-06T15:07Z [--] followers, [--] engagements


"@rdd147 $UBER's users growth projection was already fire but now"  
[X Link](https://x.com/rast_guru/status/2008639494942322834)  2026-01-06T20:39Z [--] followers, [---] engagements


"$UBER has great user growth AND revenue per user growth. Stock of the year #ValueInvesting #Uber"  
[X Link](https://x.com/rast_guru/status/2008640412471488839)  2026-01-06T20:42Z [--] followers, [--] engagements


"$MELI Mercadolibre's growth of revenue per user is just ridculo"  
[X Link](https://x.com/rast_guru/status/2008917877676458137)  2026-01-07T15:05Z [--] followers, [--] engagements


"@QualityInvest5 No because companies tend to use Teams/Google meet. But $ZM's found a good 'niche' that is nicely growing not every stock needs to be a growth one"  
[X Link](https://x.com/rast_guru/status/2008951082395803763)  2026-01-07T17:17Z [--] followers, [--] engagements


"$ABNB is quietly growing with no sign of slowdown since covid. Day 'n night"  
[X Link](https://x.com/rast_guru/status/2008964440033775975)  2026-01-07T18:10Z [--] followers, [--] engagements


"@bdinvestingg $MELI is the only undervalued one in your list trust us: The three other ones have moats have growths but they are very expensive. $META's future growth is even questionable given its stagnating user base https://app.rast.guru/ https://app.rast.guru/"  
[X Link](https://x.com/rast_guru/status/2009207429322723345)  2026-01-08T10:15Z [--] followers, [--] engagements


"Lots of people think $ZETA is undervalued. But somehow nobody other than us shows their stagnating user base. Why is that"  
[X Link](https://x.com/rast_guru/status/2009208100469813531)  2026-01-08T10:18Z [--] followers, [---] engagements


"@Mr_Derivatives Slowly coming back to fair price territory wait a bit more"  
[X Link](https://x.com/rast_guru/status/2009374345307590661)  2026-01-08T21:19Z [--] followers, [---] engagements


"@QualityInvest5 Who even compares the two - $PLTR has (at least) a solid customer growth to support its insane valuation - While $ZETA"  
[X Link](https://x.com/rast_guru/status/2009518630430757291)  2026-01-09T06:52Z [--] followers, [---] engagements


"@DimitryNakhla And in case you're interested in accurate monthly active consumers projections: it's looking great for $UBER"  
[X Link](https://x.com/rast_guru/status/2009676479089778874)  2026-01-09T17:19Z [--] followers, [---] engagements


"@ondrejslunecko With this growth Nope"  
[X Link](https://x.com/rast_guru/status/2009743711035367698)  2026-01-09T21:46Z [--] followers, [--] engagements


"@ManuInvests Correct. And with this kind of growth and network effect $UBER seems to be in pole position to be the #1 ride provider"  
[X Link](https://x.com/rast_guru/status/2010373047329370190)  2026-01-11T15:27Z [--] followers, [--] engagements


"Our new substack has been launched with a take on $META. Subscribe on https://open.substack.com/pub/rastapp/p/unpopular-opinion-meta-may-stillr=769r2n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rastapp/p/unpopular-opinion-meta-may-stillr=769r2n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/rast_guru/status/2010723064791916867)  2026-01-12T14:38Z [--] followers, [--] engagements


"@alc2022 Why compare $DUOL(booming paid subscribers) with $HIMS (flattening subscribers)"  
[X Link](https://x.com/rast_guru/status/2010745198913929624)  2026-01-12T16:06Z [--] followers, [---] engagements


"$ACN Accenture's workforce has definitely reached a plateau. This is interesting for two reasons: 1) The stock is a bit overvalued 2) The AI hype is definitely slowing down (since companies do not need more AI consultants)"  
[X Link](https://x.com/rast_guru/status/2010747472180560209)  2026-01-12T16:15Z [--] followers, [--] engagements


"@LiebermanAustin Why are $DUOL's subscribers growing so well then Their UI cannot be replaced so easily with AI neither can its branding"  
[X Link](https://x.com/rast_guru/status/2010774335863341401)  2026-01-12T18:02Z [--] followers, [---] engagements


"@QualityInvest5 $SPOT is still overvalued give it another month or two ;)"  
[X Link](https://x.com/rast_guru/status/2010774868803858836)  2026-01-12T18:04Z [--] followers, [---] engagements


"@jakebrowatzke Agreed for $PATH great growth. Really skeptical about $HIMS and $ZETA though since their customers' growth is flattening"  
[X Link](https://x.com/rast_guru/status/2010839033564348820)  2026-01-12T22:19Z [--] followers, [---] engagements


"Lots of people talk about $DUOL's value without any data. Let us help you with that: after having spent [--] years in the overvalued zone it's coming back to the 'fair price territory'. Give it another couple of days"  
[X Link](https://x.com/rast_guru/status/2010841459973361755)  2026-01-12T22:28Z [--] followers, [---] engagements


"@meetblossomapp Markets say this because they fear AI disruption. But looks like $DUOL is stronger than that"  
[X Link](https://x.com/rast_guru/status/2011102808679022984)  2026-01-13T15:47Z [--] followers, [---] engagements


"@SoFi_Insider It lacks a couple of dozens government contracts for that ;). But customers growth-wise it's definitely on par"  
[X Link](https://x.com/rast_guru/status/2011113671108276617)  2026-01-13T16:30Z [--] followers, [----] engagements


"We've considered $NFLX overvalued since [----]. Has it finally started its descent to reality Maybe maybe not"  
[X Link](https://x.com/rast_guru/status/2011114939159621959)  2026-01-13T16:35Z [--] followers, [--] engagements


"@danielisdizzy Netflix's subscribers slowed down post covid because adoption was artificially boosted during covid. For Hims it's just stagnating"  
[X Link](https://x.com/rast_guru/status/2011162506337927458)  2026-01-13T19:44Z [--] followers, [--] engagements


"Why do people only rarely talk about fundamentals Take $PYPL for example. Its revenue depends on its number of payment transactions. Yet nobody mentions it other than us why"  
[X Link](https://x.com/rast_guru/status/2011175549948071988)  2026-01-13T20:36Z [--] followers, [---] engagements


"@JerBearRN @wearehims @wearehers $HIMS global expansion would be more than welcome given their current stagnation in terms of subscribers"  
[X Link](https://x.com/rast_guru/status/2011356348542517574)  2026-01-14T08:34Z [--] followers, [--] engagements


"Aaaand welcome to yet another stock correcting towards our fair value: $SPOT. Buckle up the free fall isn't over yet"  
[X Link](https://x.com/rast_guru/status/2011498350827422081)  2026-01-14T17:59Z [--] followers, [--] engagements


"$ZM Zoom somehow still manages to grow its customer base. Slowly but growing. Which leads to a stock with little volatility quietly remaining in our confidence interval. Boring yes but stable and predictable"  
[X Link](https://x.com/rast_guru/status/2011576180416127440)  2026-01-14T23:08Z [--] followers, [--] engagements


"We don't see many people talking about Pinterest's ridiculous growth in terms of monthly active users. $PINS is on its way to reach 1B users by 2032-35"  
[X Link](https://x.com/rast_guru/status/2013165643063857623)  2026-01-19T08:24Z [--] followers, [--] engagements


"@insiderinvests What's next His family's gonna start ordering on $HIMS to boost the stagnating subscribers base"  
[X Link](https://x.com/rast_guru/status/2013371292812984479)  2026-01-19T22:01Z [--] followers, [----] engagements


"@DividendDynasty $META's user base is slowly plateauing. And its incapable of creating new revenue streams (have you joined the $70B Metaverse yet No Me neither) The market values it actually still high for what it is: an ad company"  
[X Link](https://x.com/rast_guru/status/2013372480249893135)  2026-01-19T22:06Z [--] followers, [---] engagements


"@MMatters22596 In case somebody's interested in facts rather than curves guessing: $PATH's customer base is growing very nicely. It is indeed promising for the mid term"  
[X Link](https://x.com/rast_guru/status/2013372952666886346)  2026-01-19T22:08Z [--] followers, [---] engagements


"@ManuInvests @DividendDynasty "They are creating new revenue streams just fine" how is that - Whatsapp is not a new stream it's another social medium - Internet lines This can improve the profit margin but def. not a new revenue stream -- They failed with the Metaverse let's see with AI"  
[X Link](https://x.com/rast_guru/status/2013552348052742314)  2026-01-20T10:01Z [--] followers, [--] engagements


"@qualtrim Growing revenue = Growing price The fact that revenue grows is priced in. $ADBE's problem is that the revenue is not growing fast enough and is likely to plateau soon. Its price is therefore coming down to a fair value"  
[X Link](https://x.com/rast_guru/status/2013553162494378431)  2026-01-20T10:04Z [--] followers, [---] engagements


"@jakebrowatzke Customer growth doesn't lie"  
[X Link](https://x.com/rast_guru/status/2013656301968986154)  2026-01-20T16:54Z [--] followers, [--] engagements


"@alc2022 Duolingo is a game (and an addictive one). Games can be built by AI not really replaced by AI. That's why $DUOL's paid subscribers are not about to plateau any time soon"  
[X Link](https://x.com/rast_guru/status/2013688207326486653)  2026-01-20T19:00Z [--] followers, [---] engagements


"Why are there so many people hyping about $ZETA while not mentioning its flat customer base"  
[X Link](https://x.com/rast_guru/status/2013693793736777737)  2026-01-20T19:23Z [--] followers, [---] engagements


"@fiscal_ai The key question is: how will it grow in the future Well quite nicely. In the best scenario it won't plateau before 2030"  
[X Link](https://x.com/rast_guru/status/2013739126336393409)  2026-01-20T22:23Z [--] followers, [---] engagements


"Damn $IBKR's quarterly results are impressive. With 4.4M customers it beat even our best case scenario 😮"  
[X Link](https://x.com/rast_guru/status/2013741320213320083)  2026-01-20T22:31Z [--] followers, [---] engagements


"@JuanRodrig07 @acce Not that wild considering that their payment transactions are as flat as it gets"  
[X Link](https://x.com/rast_guru/status/2013741981697024237)  2026-01-20T22:34Z [--] followers, [--] engagements


"@QualityInvest5 Not really $DUOL's is entering the fair price zone after months of absurd pricing"  
[X Link](https://x.com/rast_guru/status/2013922694194930071)  2026-01-21T10:32Z [--] followers, [---] engagements


"@AndersReiche That's because the 'exponential ramp up' observed in Q3 '25 has yet to be confirmed it might be seasonal/cyclical. We'll be the first one to adapt it if the new S-Curve is confirmed ;)"  
[X Link](https://x.com/rast_guru/status/2013960578683838747)  2026-01-21T13:03Z [--] followers, [--] engagements


"@AndersReiche Plain growth doesn't tell you where you are on an S-Curve: is it at the beginning or is it about to plateau We do"  
[X Link](https://x.com/rast_guru/status/2013971507702091827)  2026-01-21T13:46Z [--] followers, [--] engagements


"The most overlooked information from $NFLX's latest quarter is its paid members: 325M. Putting it in perspective it seriously hints at the approaching end of the S-Curve"  
[X Link](https://x.com/rast_guru/status/2014267863209554078)  2026-01-22T09:24Z [--] followers, [---] engagements


"@LiebermanAustin $CVNA the stock being on a rollercoaster around our fair price confidence interval. The current valuation does seem ridiculous though"  
[X Link](https://x.com/rast_guru/status/2014279772675658203)  2026-01-22T10:11Z [--] followers, [---] engagements


"@TheEfeDaniel The point you're missing is that the revenue growth was *predictable* and therefore already priced in"  
[X Link](https://x.com/rast_guru/status/2014337555429196095)  2026-01-22T14:01Z [--] followers, [--] engagements


"@kevonz_ $SoFi makes sense the upcoming growth is amazing. Why $HIMS though which has a stagnating subscribers base"  
[X Link](https://x.com/rast_guru/status/2014374307296612586)  2026-01-22T16:27Z [--] followers, [---] engagements


"$LMND is an interesting case of new S-curve kicking off. Their last quarter does not fit any of our scenario. Which can mean two things: a) A new growth cycle (with a new offering and/or geography) started b) Massive marketing increase boosting the S-curve They did a & b"  
[X Link](https://x.com/rast_guru/status/2014771957732917459)  2026-01-23T18:47Z [--] followers, [--] engagements


"@Mr_Derivatives In case somebody's looking for a simpler graph: - With 3.5B users $META's slowly running out of potential customer growth - And no matter how much they invest in anything (hello Reality Labs) they still are an ad business Mo' money mo' problems. But less users less money"  
[X Link](https://x.com/rast_guru/status/2014773276757614945)  2026-01-23T18:52Z [--] followers, [--] engagements


"@optionscjp Why haven't $DUOL's customers slowed down then while $CHGG's ones are crashing That's just a dishonest post"  
[X Link](https://x.com/rast_guru/status/2015860954165063857)  2026-01-26T18:54Z [--] followers, [--] engagements


"@Leo_Traydes $ZETA's revenue per customer is growing but their customers' growth is worrying"  
[X Link](https://x.com/rast_guru/status/2015906120011841643)  2026-01-26T21:54Z [--] followers, [---] engagements


"People freak out about $RDDT's sudden -8% drop. If you're holding it buckle up for some bumpy downwards going ride because we think it's *very much* overvalued. Oh and their Daily Active Users are stagnating"  
[X Link](https://x.com/rast_guru/status/2016263647278874896)  2026-01-27T21:34Z [--] followers, [--] engagements


"@Stocktwits No way Don't you tell me that people finally woke up and concluded that $RDDT is massively overvalued"  
[X Link](https://x.com/rast_guru/status/2016273082474754480)  2026-01-27T22:12Z [--] followers, [--] engagements


"$BMBL $MTCH and the other dating platform are struggling: they are all losing users. It's gonna be interesting to see whether the whole dating model is broken or if it's just "temporary""  
[X Link](https://x.com/rast_guru/status/2020383700027089263)  2026-02-08T06:26Z [--] followers, [---] engagements


"Have you heard of $KSPI The all-in-one app from Kazakhstan is not only having great user growth but insane revenue per users growth. Why Cross-selling + almost monopolistic position. It won't stay under the radar for long"  
[X Link](https://x.com/rast_guru/status/2009582188384403710)  2026-01-09T11:05Z [--] followers, [---] engagements


"@fiscal_ai $TEAM's entering fair value zone it's getting interesting"  
[X Link](https://x.com/rast_guru/status/2013370179560849894)  2026-01-19T21:57Z [--] followers, [----] engagements


"In the 'Businesses that got disrupted by AI' series welcome to $FVRR. Its fall in terms of active buyers since [----] is so steep that our model can't handle it. When is the free fall gonna stop"  
[X Link](https://x.com/rast_guru/status/2013637609130529189)  2026-01-20T15:39Z [--] followers, [---] engagements


"@jakebrowatzke It wouldn't really solve $ROOT's key issue: its flattening policies growth"  
[X Link](https://x.com/rast_guru/status/2013935425644072990)  2026-01-21T11:23Z [--] followers, [---] engagements


"@abhinavr8 Sure here it is. $WISE has had two strong last quarters that may be kicking off a new S-Curve. The next quarter results will be interesting. The analysis is also available directly on our website: https://app.rast.guru/company=Wise https://app.rast.guru/company=Wise"  
[X Link](https://x.com/rast_guru/status/2014335491554849098)  2026-01-22T13:53Z [--] followers, [--] engagements


"@StockTrader_Max It's gonna be difficult to continue growing the revenue without new subscribers. $HIMS"  
[X Link](https://x.com/rast_guru/status/2015905449724301638)  2026-01-26T21:51Z [--] followers, [---] engagements


"$V Visa's processed transactions' growth is just insane. That's what it looks like to be part of an oligopoly"  
[X Link](https://x.com/rast_guru/status/2015908060007424441)  2026-01-26T22:01Z [--] followers, [--] engagements


"$WISE is doing something right: each quarter their growth in terms of customers is close to our best case scenario. At this rate they won't slow down before 2030"  
[X Link](https://x.com/rast_guru/status/2016092152401403991)  2026-01-27T10:13Z [--] followers, [--] engagements


"@abhinavr8 And here is the updated version with the latest quarter result. $WISE continuously discloses results close to our best case scenario growth"  
[X Link](https://x.com/rast_guru/status/2016092761649209360)  2026-01-27T10:15Z [--] followers, [--] engagements


"@abhinavr8 $WISE's current price corresponds pretty much to the best case valuation. But since the growth of customers is so strong the revenue will continue to grow and the market will likely continue betting on it. That's human psychology though not value ;)"  
[X Link](https://x.com/rast_guru/status/2016181093829836824)  2026-01-27T16:06Z [--] followers, [--] engagements


"@MontanaMatos $HIMS "Expansion accelerating". In the meantime:"  
[X Link](https://x.com/rast_guru/status/2016595842338025538)  2026-01-28T19:34Z [--] followers, [---] engagements


"@danielisdizzy One has a booming subscribers base the other a flattening one. Which one would you bet on $DUOL or $HIMS ;)"  
[X Link](https://x.com/rast_guru/status/2016663613671452982)  2026-01-29T00:04Z [--] followers, [----] engagements


"2 weeks until $LMND's next quarterly report. We'll find out if their last quarter that beat our predictions was just a one off or an indication of a new S-Curve"  
[X Link](https://x.com/anyuser/status/2017255665824149513)  2026-01-30T15:16Z [--] followers, [---] engagements


"@meetblossomapp It simply finally came down to a fair price"  
[X Link](https://x.com/rast_guru/status/2018064680963407937)  2026-02-01T20:51Z [--] followers, [--] engagements


"@Gubloinvestor I'm wondering then why $DUOL's $WIX's AND $DOCU's customers are all growing. If this was true they would all be declining like $CHGG's subscribers"  
[X Link](https://x.com/rast_guru/status/2018072964567076915)  2026-02-01T21:24Z [--] followers, [---] engagements


"$NKE's Stores are in decline after a massive boom between '15-'18. We believe that it is still trading at a fair price but the continuous decline is worrying especially given the strength of new competitors like $ONON or $DECK (Hoka)"  
[X Link](https://x.com/anyuser/status/2018248713546727751)  2026-02-02T09:02Z [--] followers, [---] engagements


"@Stocktwits Of course because $HOOD's got a crazy price tag for such a flattening growth of customers"  
[X Link](https://x.com/rast_guru/status/2018375971561238707)  2026-02-02T17:28Z [--] followers, [---] engagements


"Despite markets' hate $SNAP's daily active users are still steadily growing"  
[X Link](https://x.com/anyuser/status/2018431271152533538)  2026-02-02T21:08Z [--] followers, [---] engagements


"$PYPL is taking a massive hit because its latest quarterly results confirm a lasting trend: the slow but steady decline of their 'Payment Transactions' The company's reach has been declining for the last two years and it looks more and more like a dying tech"  
[X Link](https://x.com/anyuser/status/2018685656176775179)  2026-02-03T13:59Z [--] followers, [---] engagements


"$DKNG DraftKings the betting platform is back at a perfect fair price after being overvalued for a while. But with the threat of #Kalshi and #Polymarket the way down could last a while longer"  
[X Link](https://x.com/anyuser/status/2019164502995161587)  2026-02-04T21:41Z [--] followers, [----] engagements


"@fiscal_ai And our future projections for $UBER's platform consumers are looking reaaaal good"  
[X Link](https://x.com/rast_guru/status/2019168876454433086)  2026-02-04T21:59Z [--] followers, [--] engagements


"Damn $HUBS Hubspot's selloff was to be expected with such a ridiculous price but to that extend It could be time to catch that train"  
[X Link](https://x.com/anyuser/status/2019327427210780695)  2026-02-05T08:29Z [--] followers, [--] engagements


"@FantasyKL94 Their daily active users' growth: . If one uses Polymarket what incentive does this person have to use DraftKings in parallel https://tokenterminal.com/explorer/projects/polymarket/metrics/user-mau https://tokenterminal.com/explorer/projects/polymarket/metrics/user-mau"  
[X Link](https://x.com/rast_guru/status/2019448905264513461)  2026-02-05T16:31Z [--] followers, [--] engagements


"@callum31000 @FantasyKL94 Sure but what is different (or even better) on DraftKings compared to Polymarket"  
[X Link](https://x.com/rast_guru/status/2019490371491770743)  2026-02-05T19:16Z [--] followers, [--] engagements


"$OTLY Oatly's main issue it their rather flattening growth of volume sold. Given their high fixed costs they'd need to sell much more. Will they find a way to kick-off a new S-Curve"  
[X Link](https://x.com/anyuser/status/2019491109278478657)  2026-02-05T19:19Z [--] followers, [---] engagements


"Another version of the "coming back to the fair price" story: Spotify aka $SPOT It got massively overvalued for a year or so when investors got all hyped up about $SPOT's ability to sneak in AI-generated (and royalties-free) songs in playlist. Aaaand it's back"  
[X Link](https://x.com/anyuser/status/2019539730233270753)  2026-02-05T22:32Z [--] followers, [---] engagements


"@fiscal_ai The group's numbers are not any better $MTCH"  
[X Link](https://x.com/rast_guru/status/2020181001348255880)  2026-02-07T17:00Z [--] followers, [---] engagements


"@TrendSpider This doesn't give any context. If you look at the graph of the price VS. fair price you'll understand that from [----] until now the price was just ridiculously high. It simply is back at a fair price after a delusional ride that's it"  
[X Link](https://x.com/rast_guru/status/2020889597463449773)  2026-02-09T15:56Z [--] followers, [---] engagements


"@MMatters22596 Cool infographics what's interesting in $DUOL's case is especially its growth in terms of paid subscribers: it's booming"  
[X Link](https://x.com/rast_guru/status/2020923820803228150)  2026-02-09T18:12Z [--] followers, [----] engagements


"With [-----] "Customers with greater than $10000 in Cloud" $TEAM beat our prediction (54567). Atlassians price did correct down to our calculated fair value; however with this level of customer growth it may very well go up soon"  
[X Link](https://x.com/anyuser/status/2020933167071539338)  2026-02-09T18:49Z [--] followers, [---] engagements


"@qualtrim Sure but what's worrying for Meta's ads is that both the ARPU and the overall users are flattening"  
[X Link](https://x.com/rast_guru/status/2020933650313867452)  2026-02-09T18:51Z [--] followers, [--] engagements


"$OTLY Oatly's growth of sold volume is stable positive. But but there's a massive but. Their massive fixed costs cause them a -20% (yes minus) net profit margin Which means that they'll need to be selling much more to become profitable. And this growth won't make it"  
[X Link](https://x.com/anyuser/status/2021135652587200847)  2026-02-10T08:14Z [--] followers, [---] engagements


"With 290M premium users $SPOT Spotify almost matches our best case scenario. This means that the S-curve is only starting and will now slow down before [----]. Amazing"  
[X Link](https://x.com/anyuser/status/2021278907995939197)  2026-02-10T17:43Z [--] followers, [--] engagements


"@QualityInvest5 Look at it from the perspective of the revenue driver: subscribers. And damn the revenue growth is not about to stop any time soon"  
[X Link](https://x.com/rast_guru/status/2021294960692080709)  2026-02-10T18:47Z [--] followers, [---] engagements


"ServiceNow $NOW has beaten our best case scenario this quarter with [---] customers with more than $5 million in ACV (vs. our [---] prediction). Quite an amazing growth for such a boring software"  
[X Link](https://x.com/anyuser/status/2021690125227327645)  2026-02-11T20:57Z [--] followers, [---] engagements


"$FSLY Fastly's latest quarter release is no miracle: their number of enterprise customers is definitely flattening (Q1 - 595; Q2 - 622; Q3 - 627; Q4 -628). No enterprise customers growth means no revenue growth. And no revenue growth means. no more stock's price growth"  
[X Link](https://x.com/anyuser/status/2022050574246772884)  2026-02-12T20:49Z [--] followers, [--] engagements


"@wealthmatica $ZETA is simply. fairly valued"  
[X Link](https://x.com/rast_guru/status/2022069092212257049)  2026-02-12T22:03Z [--] followers, [---] engagements


"Gitlab $GTLB is showing amazing growth in terms of '$100K ARR customers'"  
[X Link](https://x.com/anyuser/status/2022670529480536423)  2026-02-14T13:53Z [--] followers, [---] engagements


"@gainify_io And $UBER's consumers' growth is just unmatched"  
[X Link](https://x.com/rast_guru/status/2022702174526927098)  2026-02-14T15:59Z [--] followers, [--] engagements


"Gitlab $GTLB is showing amazing growth in terms of '$100K ARR customers'"  
[X Link](https://x.com/anyuser/status/2022670529480536423)  2026-02-14T13:53Z [--] followers, [---] engagements


"$FSLY Fastly's latest quarter release is no miracle: their number of enterprise customers is definitely flattening (Q1 - 595; Q2 - 622; Q3 - 627; Q4 -628). No enterprise customers growth means no revenue growth. And no revenue growth means. no more stock's price growth"  
[X Link](https://x.com/anyuser/status/2022050574246772884)  2026-02-12T20:49Z [--] followers, [--] engagements


"ServiceNow $NOW has beaten our best case scenario this quarter with [---] customers with more than $5 million in ACV (vs. our [---] prediction). Quite an amazing growth for such a boring software"  
[X Link](https://x.com/anyuser/status/2021690125227327645)  2026-02-11T20:57Z [--] followers, [---] engagements


"With 290M premium users $SPOT Spotify almost matches our best case scenario. This means that the S-curve is only starting and will now slow down before [----]. Amazing"  
[X Link](https://x.com/anyuser/status/2021278907995939197)  2026-02-10T17:43Z [--] followers, [--] engagements


"$OTLY Oatly's growth of sold volume is stable positive. But but there's a massive but. Their massive fixed costs cause them a -20% (yes minus) net profit margin Which means that they'll need to be selling much more to become profitable. And this growth won't make it"  
[X Link](https://x.com/anyuser/status/2021135652587200847)  2026-02-10T08:14Z [--] followers, [---] engagements


"With [-----] "Customers with greater than $10000 in Cloud" $TEAM beat our prediction (54567). Atlassians price did correct down to our calculated fair value; however with this level of customer growth it may very well go up soon"  
[X Link](https://x.com/anyuser/status/2020933167071539338)  2026-02-09T18:49Z [--] followers, [---] engagements


"$BMBL $MTCH and the other dating platform are struggling: they are all losing users. It's gonna be interesting to see whether the whole dating model is broken or if it's just "temporary""  
[X Link](https://x.com/rast_guru/status/2020383700027089263)  2026-02-08T06:26Z [--] followers, [---] engagements


"Another version of the "coming back to the fair price" story: Spotify aka $SPOT It got massively overvalued for a year or so when investors got all hyped up about $SPOT's ability to sneak in AI-generated (and royalties-free) songs in playlist. Aaaand it's back"  
[X Link](https://x.com/anyuser/status/2019539730233270753)  2026-02-05T22:32Z [--] followers, [---] engagements


"$OTLY Oatly's main issue it their rather flattening growth of volume sold. Given their high fixed costs they'd need to sell much more. Will they find a way to kick-off a new S-Curve"  
[X Link](https://x.com/anyuser/status/2019491109278478657)  2026-02-05T19:19Z [--] followers, [---] engagements


"We talk about $NFLX Netflix's S-Curve in our latest Substack article check it out https://open.substack.com/pub/rastapp/p/maybe-the-most-worrying-informationr=769r2n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/rastapp/p/maybe-the-most-worrying-informationr=769r2n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2019461594233651461)  2026-02-05T17:22Z [--] followers, [--] engagements


"The current sell-off in Tech is brutal: lots of overvalued stocks moved to being undervalued. A continuous dance around the fair value: case in point with Meta's price over time"  
[X Link](https://x.com/anyuser/status/2019451874143797743)  2026-02-05T16:43Z [--] followers, [--] engagements


"Damn $HUBS Hubspot's selloff was to be expected with such a ridiculous price but to that extend It could be time to catch that train"  
[X Link](https://x.com/anyuser/status/2019327427210780695)  2026-02-05T08:29Z [--] followers, [--] engagements


"$DKNG DraftKings the betting platform is back at a perfect fair price after being overvalued for a while. But with the threat of #Kalshi and #Polymarket the way down could last a while longer"  
[X Link](https://x.com/anyuser/status/2019164502995161587)  2026-02-04T21:41Z [--] followers, [----] engagements


"We estimated that $SOFI could get 13.35M members in the best case scenario. . It actually got 13.7M And yet the market hated it (-25% this week). Interesting week we're having"  
[X Link](https://x.com/anyuser/status/2018737270640030120)  2026-02-03T17:24Z [--] followers, [---] engagements


"$PYPL is taking a massive hit because its latest quarterly results confirm a lasting trend: the slow but steady decline of their 'Payment Transactions' The company's reach has been declining for the last two years and it looks more and more like a dying tech"  
[X Link](https://x.com/anyuser/status/2018685656176775179)  2026-02-03T13:59Z [--] followers, [---] engagements


"Despite markets' hate $SNAP's daily active users are still steadily growing"  
[X Link](https://x.com/anyuser/status/2018431271152533538)  2026-02-02T21:08Z [--] followers, [---] engagements


"Anyone else feels like technical analysis is just boy astrology"  
[X Link](https://x.com/anyuser/status/2018363913960673573)  2026-02-02T16:40Z [--] followers, [--] engagements


"$NKE's Stores are in decline after a massive boom between '15-'18. We believe that it is still trading at a fair price but the continuous decline is worrying especially given the strength of new competitors like $ONON or $DECK (Hoka)"  
[X Link](https://x.com/anyuser/status/2018248713546727751)  2026-02-02T09:02Z [--] followers, [---] engagements


"2 weeks until $LMND's next quarterly report. We'll find out if their last quarter that beat our predictions was just a one off or an indication of a new S-Curve"  
[X Link](https://x.com/anyuser/status/2017255665824149513)  2026-01-30T15:16Z [--] followers, [---] engagements

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