# ![@vasilist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::18869558.png) @vasilist ClassicButcher

ClassicButcher posts on X about ai, $upst, $iren, $path the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::18869558/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18869558/c:line/m:interactions.svg)

- [--] Week [------] +30,938%
- [--] Month [------] -25%
- [--] Months [---------] +338%
- [--] Year [---------] +457%

### Mentions: [--] [#](/creator/twitter::18869558/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18869558/c:line/m:posts_active.svg)

- [--] Week [--] +17%
- [--] Month [--] -38%
- [--] Months [---] +47%
- [--] Year [---] +189%

### Followers: [-----] [#](/creator/twitter::18869558/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18869558/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +1.30%
- [--] Months [-----] +129%
- [--] Year [-----] +217%

### CreatorRank: [-------] [#](/creator/twitter::18869558/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::18869558/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4801 [finance](/list/finance)  41.35% [technology brands](/list/technology-brands)  20.19% [cryptocurrencies](/list/cryptocurrencies)  17.31% [automotive brands](/list/automotive-brands)  2.88% [financial services](/list/financial-services)  1.92% [social networks](/list/social-networks)  1.92% [countries](/list/countries)  0.96%

**Social topic influence**
[ai](/topic/ai) 33.65%, [$upst](/topic/$upst) #7, [$iren](/topic/$iren) #18, [$path](/topic/$path) 11.54%, [bitcoin](/topic/bitcoin) 6.73%, [microsoft](/topic/microsoft) 5.77%, [$97b](/topic/$97b) 5.77%, [growth](/topic/growth) #2155, [$lmnd](/topic/$lmnd) 4.81%, [fintech](/topic/fintech) 4.81%

**Top accounts mentioned or mentioned by**
[@davegirouard](/creator/undefined) [@henryinvests](/creator/undefined) [@irenltd](/creator/undefined) [@paulxgu](/creator/undefined) [@upstart](/creator/undefined) [@uipath](/creator/undefined) [@lemonadeinc](/creator/undefined) [@mmms3164](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@danieldines](/creator/undefined) [@datadinvesting](/creator/undefined) [@mmmtwealth](/creator/undefined) [@investingvisual](/creator/undefined) [@fromvalue](/creator/undefined) [@mktmavpro](/creator/undefined) [@marksotoges](/creator/undefined) [@15](/creator/undefined) [@harikotian51004](/creator/undefined) [@thekamahsutra](/creator/undefined) [@colintedards](/creator/undefined)

**Top assets mentioned**
[Upstart Holdings, Inc. (UPST)](/topic/$upst) [Iris Energy Limited (IREN)](/topic/$iren) [UiPath, Inc. (PATH)](/topic/$path) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Lemonade, Inc. (LMND)](/topic/$lmnd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Datadog Inc (DDOG)](/topic/$ddog) [monday.com Ltd. (MNDY)](/topic/$mndy) [Cloudflare, Inc. (NET)](/topic/$net) [Tesla, Inc. (TSLA)](/topic/$tsla) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Ampleforth (AMPL)](/topic/$ampl) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Snowflake Inc. (SNOW)](/topic/$snow) [Zscaler Inc (ZS)](/topic/$zs) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [ZetaChain (ZETA)](/topic/$zeta) [Samsara Inc. (IOT)](/topic/samsara-inc) [Helium IOT (IOT)](/topic/$iot) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [IRISnet (IRIS)](/topic/$iris) [Advanced Micro Devices (AMD)](/topic/$amd) [4547 (4547)](/topic/$4547)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Hyper Growth 👊🏻 stocks are getting some support🤜🏻. On Friday well have much more clarity. $MNDY $UPST $DDOG $CELH $AMPL $BILL $NET $SNOW The reason most people fail instead of succeed is they trade what they want most for what they want at the moment. Napoleon Bonaparte"  
[X Link](https://x.com/vasilist/status/1468339516876460036)  2021-12-07T21:59Z [----] followers, [--] engagements


"⚜EoM Portfolio Apr/2022 $SPY -13.31% YTD: -35.34% YTD Hi: -5.42% [--] Jan YTD Lo: -36.8% [--] Apr COs allocation % $UPST 17.8% $S 15.6% $SNOW 14.3% $DDOG 12.6% $ZS 11.7% $MNDY 10.8% $NET 9.0% $BILL 3.4% $STEM 1.5% Cash 3.3%"  
[X Link](https://x.com/anyuser/status/1520447321137422339)  2022-04-30T16:57Z [----] followers, [--] engagements


"$Iris Energys AI Revolution: [-----] GPUs and $1.3B Funding Could Skyrocket It to a $30B+ Empire The Power Play Unveiled - [-----] GPUs Powered by $1.3B Funding: Iris Energy ($IREN) is doubling down expanding its AI Cloud fleet to [-----] units with a massive $1.3B capital infusionblending $674M in new GPU buys $1B convertible notes and prior financing. - $NVDA Blackwell & $AMD Instinct Accelerators: Unleashing cutting-edge tech with NVIDIAs Blackwell (B200/B300) and AMD Instinct MI350X positioning IREN as a GPU powerhouse. - $325M Financing + $1B Notes for [----] MW Sweetwater: Securing the future"  
[X Link](https://x.com/anyuser/status/1982398511900446871)  2025-10-26T10:46Z [----] followers, [----] engagements


"@UiPath in a nutshell $PATH RPA leader AI automation Agentic AI shift Enterprise SaaS Founderled CEO Q3 rev $411M +16% YoY Net ARR increased last Q ARR guide $1.84B FY2026 RPO accelerates3 Quarters ARR growth around 11% YoY Gross retention stays at 98% NRR steady at 107% Q3 FY26 Guidance for stronger Q4 ARR Cash reserves at $1.5B no debt Operating profit reached $13.1M First GAAP profit $199M Q3 FY26 Analyst PT $16$16.75 Hold rating NonGAAP op inc guide near $140M Positioned for LT automation demand For more updates info follow @jakebrowatzke"  
[X Link](https://x.com/vasilist/status/2012966500253028411)  2026-01-18T19:13Z [----] followers, [---] engagements


"🚨 Explosive Setups That Could 35x by [----] Real Asymmetry Hides in These Small Caps Few companies have the moats catalysts and upside to matter. These may do. Just facts 🔬 [----] setup: Rate cuts growth refueling AI/agentic capex exploding Defense/robotics budgets at highs Credit cycle turning Vals still depressed across the board Small caps $7B are where real asymmetry hides. Big money is quietly accumulating. Retail will chase later. Small names with real moats + real catalysts + real upside. All trading at discounts that wont last. [--] $PATH UiPath Agentic AI pure-play. ARR bottomed first"  
[X Link](https://x.com/vasilist/status/2004571687581331775)  2025-12-26T15:15Z [----] followers, [----] engagements


"$UPST (Upstart Holdings) - Current price $47-48 (late Dec 2025) - Entry rationale: Wait for a pullback to strong support in this mixed trend. Buy if price bounces up from support with higher volume (shows buyers stepping in). Good for a swing trade if it holds above recent lows. - Buy area: $45-47 (near recent bounce zones and long-term support). - Stop loss: $43-44 (below support to protect against further drop if trend stays weak). - Realistic target: $55-60 (near resistance and average analyst targets; take some profit here). $LMND (Lemonade) - Current price $75-78 (late Dec 2025) - Entry"  
[X Link](https://x.com/vasilist/status/2005200319953752160)  2025-12-28T08:53Z [----] followers, [---] engagements


"🔥 $LMND #AI eating the entire risk model alive. $LMND + $TSLA might be the first real AI insurance moat. Something wild is happening in #insurance and almost nobodys connecting the dots yet. @Lemonade_Inc just flipped the table. Not with marketing fluff. ✅With data. Real highresolution Tesla telemetry data that no other insurer has ever touched. Theyre slicing Tesla FSD miles by 50% on a paypermile basis. Not someday. Not coming soon. Now. Arizona this month. Oregon next. And heres the part that made me stop scrolling: They can 👀 every second of driving. Human vs FSD. Sensor precision."  
[X Link](https://x.com/vasilist/status/2015053791918477534)  2026-01-24T13:27Z [----] followers, [----] engagements


"Yeah totally but whats happening with $LMND + $TSLA goes way beyond the usual #AI makes things efficient storyline. This isnt just underwriting automation or cute chatbots. Theyre literally pricing risk off live driving behavior and FSD telemetry. Secondbysecond. Human vs machine. Software version vs software version. Thats not incremental. Thats a different sport. If they pull this off insurance stops being a paperwork business and becomes a realtime physics + software game. And whoever owns the cleanest data loop owns the moat. Feels like were watching the first crack in the old insurance"  
[X Link](https://x.com/vasilist/status/2015056462079234191)  2026-01-24T13:37Z [----] followers, [---] engagements


"Impressive that the launching for $TSLA insurance by 50% from $LMND based on FSD (telemetry) data shows how deep rooted is the AI that no other insurer has ever touched. Theyre slicing Tesla FSD miles by 50% on a paypermile basis. Not someday. Not coming soon. Now. Arizona this month. Oregon next. The relate of considering $LMND an AI company will start https://twitter.com/i/web/status/2015068679881318517 https://twitter.com/i/web/status/2015068679881318517"  
[X Link](https://x.com/vasilist/status/2015068679881318517)  2026-01-24T14:26Z [----] followers, [--] engagements


"@mmms3164 @harikotian51004 @Lemonade_Inc If you like it and provided good info 💜& 🔁"  
[X Link](https://x.com/vasilist/status/2015076225752891584)  2026-01-24T14:56Z [----] followers, [--] engagements


"$UPST JUST DROPPED Q4 EARNINGS AND IT'S 🔥 ADDICTIVE 🔥 Topline Going 💰 Fees Revenue: $265.22M 📈 (serious momentum building) Profitability Flipping the Script 🤑 EPS: $0.17 ✅ (back in the green zone baby) Pretax Profit: $19.16M 💪 Net Income: $18.64M 🙌 (profitability era unlocked) Costs Under Control ⚙ Operating Expenses: $277.17M (managing the machine like pros) Outlook = Straight Rocket Fuel 🚀 FY [----] Total Revenue Guidance: ** $1.4B** 📊 (that's massive scale incoming) [--------] Total Revenue CAGR 35% 🔥🔥🔥 (compound growth machine loading.) Leadership Glow-Up 👑 Paul Gu stepping up as"  
[X Link](https://x.com/vasilist/status/2021334090683703314)  2026-02-10T21:22Z [----] followers, [----] engagements


"🚀 $IREN is where JPMorgan dove headfirst like sharks 🦈catching a scent. They added around 688k more shares which basically X2 their position. Theyre sitting on roughly [----] million now. That filing is not small potatoes. JPM doesnt just wake up on a random Tuesday and go eh lets buy a bunch of this thing. They bought most of it above $40 too after the big [----] run. Not bottomfeeding not buying some panic dip. Theyre paying what most retail ppl would call too high which kinda tells you their analysts mustve run the [------] numbers and went yeah ok this thing still prints. 💰 Other big names"  
[X Link](https://x.com/vasilist/status/2022616069144297636)  2026-02-14T10:17Z [----] followers, 21.1K engagements


"Been in $UPST since the IPO through all the macro crap and sentiment swings and honestly the fundamentals right now the Growth the profits the funding stability the new products the leadership shift and AI implementation it all feels stronger than anything weve had the last years. https://twitter.com/i/web/status/2022633531474588058 https://twitter.com/i/web/status/2022633531474588058"  
[X Link](https://x.com/vasilist/status/2022633531474588058)  2026-02-14T11:26Z [----] followers, [----] engagements


"$BTC at $90K Could Be Santas Signal (Brutal stock collapse. But miners just locked in a year-end payday.) Bitcoin miners just set a structural bear trap. Almost nobodys talking about it. But the receipts 🔥 👇 🔟 Fixed-price $BTC repurchase deals locked in at $87$92k. If BTC hits $90k before year-end They buy back their own collateral for an instant 1015% profit. Yes really. [--] Public miners raised $15B+ in [----] via ATM + convertibles. But they didnt sell BTC. They pledged it as collateral with an option to buy it back at $8792k by Dec [--]. Zero interest. (SEC filings + earnings calls) [--] Best"  
[X Link](https://x.com/vasilist/status/1989294023127798215)  2025-11-14T11:27Z [----] followers, [---] engagements


"$PATH is Palantiring 🤔 🚨 This is the biggest AI shift nobody is ready for and its happening RIGHT NOW. Autonomous #AI agents have officially landed. They can already: - Click through any website like a human - Fill forms book flights schedule your calls - Scrape clean & organize data in seconds - Run entire multi-hour workflows end-to-end without you lifting a finger This isnt AI as a tool anymore. This is AI as your full-time employee. $PATH leading the charge. Wake up @UiPath about to move at light speed. Whos ready 👀"  
[X Link](https://x.com/vasilist/status/1989766209663828362)  2025-11-15T18:43Z [----] followers, 27.6K engagements


"$PATH Overlooked & Undervalued. $PATH is Palantiring 🤔 🚨 This is the biggest AI shift nobody is ready for and its happening RIGHT NOW. Autonomous #AI agents have officially landed. They can already: - Click through any website like a human - Fill forms book flights schedule your calls - Scrape https://t.co/WruuPVRKPM $PATH is Palantiring 🤔 🚨 This is the biggest AI shift nobody is ready for and its happening RIGHT NOW. Autonomous #AI agents have officially landed. They can already: - Click through any website like a human - Fill forms book flights schedule your calls - Scrape"  
[X Link](https://x.com/vasilist/status/1989831566466625837)  2025-11-15T23:03Z [----] followers, [----] engagements


"🔥 $PATH: Scars Hype and the Do I Really Want Back In Question Buying into $PATH right after that insane [----] IPO felt like snagging the golden ticket right up until it slowly turned into a migraine. I was there too loaded up thinking RPA would rewrite the world only to watch the chart bleed while the company tripped over its own shoelaces. And your read on Dines back then Nailed it. It wasnt villain CEO energy - more like brilliant engineer suddenly asked to host a corporate dinner. Guys a genius but his vibe has always landed somewhere between obsessive founder and awkward philosopher king."  
[X Link](https://x.com/vasilist/status/1989999362949238837)  2025-11-16T10:09Z [----] followers, [----] engagements


"@UiPath $PATH aint bleeding out like it did back in the IPO hangover days but the real fight now is between keeping the business tight and convincing the street theyre not just yesterdays hype piece. Execution side: Numbers are finally looking clean. ARRs ticking up margins are fat and they even dropped a GAAP profit. Thats not smoke thats real. But heres the rub: RPA aint the shiny toy anymore. Its useful sure but its old news. The question is whether UiPath can flip the script and become an AI automation platform or if theyre stuck wearing the RPA guy nametag forever. Competition creeping:"  
[X Link](https://x.com/vasilist/status/1990036731224060387)  2025-11-16T12:38Z [----] followers, [---] engagements


"Good thoughts and with $PATH s Q3 ARR projected at 14% growth and a $1.5B cash buffer can CEO Daniel Dines deliver on Maestros 20%+ revenue hype His RPA tenure saw growth stall at 17% YoY by [----] despite early success. With agentic AI partnerships (Microsoft Snowflake) and [------] orchestrations in Q2 whats changed to ensure success this time #UiPath #AgenticAI https://twitter.com/i/web/status/1990166424971784486 https://twitter.com/i/web/status/1990166424971784486"  
[X Link](https://x.com/vasilist/status/1990166424971784486)  2025-11-16T21:13Z [----] followers, [---] engagements


"@TheKamaHsutra Awesome $IREN insight Your napkin model shows a 350% profit boost ($1M to $4.5M/MW) without colocation fees vs. $2M/MW. With fixed costs (GPU electrical) locked can this ownership edge outlast Nebius scale long-term"  
[X Link](https://x.com/vasilist/status/1990172859352658126)  2025-11-16T21:39Z [----] followers, [----] engagements


"$PATH : Hit These Two Metrics and Join the SaaS Elite. Simple as That. #UiPath ($PATH) isnt the new kid wandering around the SaaS playground anymore. Its settled into that mid-tier lane. DBNRR at 108% puts it a little ahead of Automation Anywheres usual 105110% range but if UiPath wants to trade air with Snowflake or ServiceNow the real expansion giants it needs to push harder. 🎯The playbook isnt complicated: 1Get DBNRR above 115% (real AI-driven expansion not tiny add-ons) 2Keep gross margins at 84% or higher If they manage that they stop looking merely steady and start edging into"  
[X Link](https://x.com/vasilist/status/1990506965584445471)  2025-11-17T19:46Z [----] followers, [----] engagements


"That was my initial impression after lots of reading I came to the conclusion that Agentic AI and RPA demand tight cooperation and constant coordination its nowhere near as simple as selfdriving. And lets be real: the next wave of competition will almost certainly come from newgeneration players ready to disrupt the space"  
[X Link](https://x.com/vasilist/status/1990757502800048397)  2025-11-18T12:22Z [----] followers, [--] engagements


"$IREN: The Hyperscaler-for-Hyperscalers Has Arrived Microsoft Just Cut a $9.7B Check to Prove It [--] - The beginning Two weeks ago everyone was still lumping $IREN into the Bitcoin miner with #AI cosplay bucket. Then Microsoft quietly wired a $1.9B prepayment for a five-year $9.7B take-or-pay GPU contract. 76K GB300 systems. No outs. One contract alone $3.4B annualized revenue by late [--]. Stock ripped +180% in eight sessions and still might be mispriced. [--] The footprint today (late 25) Whats already real: [----] GW grid-approved power (Childress + Sweetwater [--] & [--] + Canada) [--] EH/s mining"  
[X Link](https://x.com/vasilist/status/1991164343577157813)  2025-11-19T15:19Z [----] followers, 36.6K engagements


"Great insight Jake been staring at the $PATH numbers again and honestly the expense side is the one thing that actually makes me sleep better. product still smokes everyone: - #1 on g2 gartner peer insights (4.64.7 92%+ rec) - microsoft literally says preferred agentic partner on azure - same revenue as pega but a billion more cash zero debt and trading 2-3B cheaper aa is growing faster and just grabbed another $290M at $6.8B fair play theyre quick and cheaper on the surface. but the cost control at #uipath legit impressive lately. q2 fy26: - s&m down 5% yoy to $141m - r&d basically flat at"  
[X Link](https://x.com/vasilist/status/1991513022473343121)  2025-11-20T14:24Z [----] followers, [---] engagements


"$IREN AI Beast Pauses While Grid & $NVDA Surge 🚀⚡ Snapshot $IREN cooled off to $48.80 (Nov 20) after a monster 15x run that topped at $74.15 on Oct [--]. Mkt cap sits at $13B (222M shares). This isnt a crash its consolidation. Stock trades below EV/share of $55 (debt/cash adjusted). Core story intact: 4x forward BTC mining multiples (50 EH/s) 15x+ AI/HPC upside with $3.4B ARR target by FY26. The $1B zerocoupon converts (Oct [--] close) are deep ITM funding GPU buildout without nearterm dilution. ERCOT grid hit [--] GW peak in summer [--] (vs [--] GW preAI forecast). Data centers already 25% of load"  
[X Link](https://x.com/vasilist/status/1991570915268628621)  2025-11-20T18:14Z [----] followers, [----] engagements


"$CIFR: Bears are loud bloody and currently winning but they cant kill the real thesis Bottom Line: $CIFR is literally selling AI electricity for pennies while the world is desperate for gigawatts yet the market is pricing it like a dying Bitcoin miner. That disconnect wont last forever. Heres the full picture straight up (no copypasta vibes just real talk): The Bull Case why this feels insanely cheap - ✅ $8.5B+ of signed [----] year contracts with Amazon Fluidstack (+ Google paying the bill if Fluidstack ever coughs) - ✅ [---] MW Amazon deal + [---] MW Fluidstack = [---] MW locked & loading in [----] -"  
[X Link](https://x.com/vasilist/status/1991914192404615172)  2025-11-21T16:58Z [----] followers, [----] engagements


"🔥 $UPST - the inflection nobodys pricing in🔥 Dug into the deck + call (receipts below) this wasn't recovery. It was the pivot to empire-building. Shocking how fast it's moving: New verticals (auto/HELOC/small-dollar) 12% of $2.8B originations (up from 10% Q1 mix shift locked in 💥) 22% of new borrowers now non-personal loans (that's future revenue moat) Every new line +300% YoY (personal loans "Only" +60% old news) Auto: Rooftops doubled QoQ transactions +70% HELOC auto-approvals: June 0% Oct 20% (multimodal AI straight-up replacing humans) Small-dollar: Instant funding [--] secs (Fintech"  
[X Link](https://x.com/vasilist/status/1992547451027222531)  2025-11-23T10:55Z [----] followers, [--] engagements


"🚨 $UPST the inflection nobodys pricing in 🚨 🔥 Revenue exploding +71% Q3 🔥 Institutions loading (Versor just stacked) 🔥 Chart begging for $50 breakout $UPST 🚀 Dug into the deck + call (receipts below) this wasn't recovery. It was the pivot to empire-building. Shocking how fast it's moving: New verticals (auto/HELOC/small-dollar) 12% of $2.8B originations (up from 10% Q1 mix shift locked in 💥) 22% of new borrowers now non-personal loans (that's future revenue moat) Every new line +300% YoY (personal loans "Only" +60% old news) Auto: Rooftops doubled QoQ transactions +70% HELOC"  
[X Link](https://x.com/vasilist/status/1992549527908229417)  2025-11-23T11:03Z [----] followers, [----] engagements


"Mark u r obviously in the $UPST trenches too so hit me: what actually jumped out at you from that post The fact new verticals are already 12% and heading to 40% the +300% growth on each one the HELOC auto-approval going from basically zero to 20% in months or did I miss the real gem And straight up if they nail the [----] secured rollout where are you seeing price in 6-12 months Whats your number 🚀"  
[X Link](https://x.com/vasilist/status/1992551512153706764)  2025-11-23T11:11Z [----] followers, [---] engagements


"Dear @davegirouard how would you rate Upstart's use of AI in the lending platform for things like credit decisions and risk assessment on a scale of [--] to [--] where [--] means you're maxing out what's possible right now and how does that compare to what you think it'll look like with future AI tech"  
[X Link](https://x.com/vasilist/status/1992708959908614412)  2025-11-23T21:36Z [----] followers, [---] engagements


"Thanks for sharing that interesting angle on the reversal with the volume pop and price jump. Just a heads up though: In their Q3 earnings Upstart actually bumped up loans on the balance sheet to around $1.23B from $1.02B last quarter so it's more growth than offloading. Anyway if the Fed does cut rates next year (folks are eyeing easing down to about 3% by end of '26) that could really rev up lending and lift $UPST big time. I'm pretty optimistic about their AI smarts in credit stuff could hit 80+ easy if the economy plays nice. What's your take on their recent AI tweaks"  
[X Link](https://x.com/vasilist/status/1992800196770553986)  2025-11-24T03:39Z [----] followers, [--] engagements


"Thanks @Rubystox Yeah I totally agree the setups looking solid with them macro winds picking up. On that loan overhang yeah its been a dragQ3 showed them holding more actually up to about $1.23B from $1.02B in Q2so clearing that would be huge for the price. If they do $100 feels doable short-term and $150+ by next ER Could happen if lending ramps. Big fan of their AI edge in credit too that's the real kicker for long-term upside. You seeing any updates on that front"  
[X Link](https://x.com/vasilist/status/1992801205555216561)  2025-11-24T03:43Z [----] followers, [---] engagements


"Dear Mr P&L Thanks man nice position what percentage is of your p/f Yeah Im thinking three figures too next year especially if those rate cuts kick in Q1 like folks are saying. Q3 showed solid growth on the balance sheet loans up to $1.23B from $1.02B so no big overhang worry there. Their #AI for credit is killer could really drive it higher if lending picks up. What you hearing on the AI side. that setup could explode if macro plays right I'm keeping an eye on their partnerships too might add more juice"  
[X Link](https://x.com/vasilist/status/1992802560164380966)  2025-11-24T03:48Z [----] followers, [--] engagements


"@davegirouard that AI agent update is impressive [--] out [--] of borrower conversations resolved without human help. It should help reduce costs and improve the borrower experience. Would like to ask how would you rate Upstart's #AI for credit decisions and risk assessment on a scale of [--] to [--] with [--] meaning youre maxing out what's possible today And how does that compare to what you envision with upcoming AI advancements The #Upstart community is eager to support this path we just could use some more details 🏆 #thosewhostay"  
[X Link](https://x.com/vasilist/status/1993341453834100833)  2025-11-25T15:30Z [----] followers, [---] engagements


"$IREN: HyperscalerforHyperscalers $351 Price Target in Play Two weeks ago: Bitcoin miner in AI cosplay. Now: $MSFT drops $1.9B upfront on a $9.7B GPU deal. 76k GB300 racks. No outs. Stock +180% in [--] sessions still cheap. 🤯 Whats real (late 25): [----] GW power locked (Childress + Sweetwater + Canada) 23k GPUs live 140k by [--] $MSFT contract signed cash in hand Mining paused but [--] EH/s ready 🏆Why they win: $MSFT audit: fastest most capitalefficient partner we checked $2.22.4/GPUhr vs $CRWV $4+ They own the dirt substations timelines. Competitors stuck. 🏰Moats: Power: [----] GW pipeline [--] GW"  
[X Link](https://x.com/vasilist/status/1993391131653263606)  2025-11-25T18:47Z [----] followers, 40.3K engagements


"Absolutely love this take short squeezes are the cherry on top for any bullish setup like $IREN's My original $351 PT was based on their hyperscaler pivot and fundamentals alone without baking in that wild 60M short interest or the big institutions piling in. Throw in a squeeze and yeah $120 could be just the appetizer before we rocket higher. Plus with their Microsoft deal heating up and the AI boom showing no signs of slowing this could get explosive if crypto rebounds too. Who's with us on this ride What's your wildest PT prediction 🚀🔥"  
[X Link](https://x.com/vasilist/status/1993609343661486089)  2025-11-26T09:14Z [----] followers, [---] engagements


"$IREN went from Bitcoin miner to Microsofts personal #AI factory with a $9.7B deal and the stock is STILL under $50 while analysts scream $136+ 😳🚀 Wall Street just detonated Fresh Nov [----] Targets (post-Microsoft GPU contract): 🟢 Cantor Fitzgerald $136 🟢 Bernstein $125 🟢 Compass Point $105 🟢 Roth MKM $94 🟢 Citizens JMP $80 🟢 BTIG $75 🟢 Canaccord $70 Consensus: STRONG BUY Average PT: $84+ 70-180% upside from $49 They OWN the power plants (100% renewable) Microsoft just handed them a 5-year golden ticket More hyperscalers incoming Mining volatility locked AI cash printer Bears coping:"  
[X Link](https://x.com/vasilist/status/1993771679856652732)  2025-11-26T19:59Z [----] followers, 25.1K engagements


"@OddsMover 👀 $IREN ❇💪🏻"  
[X Link](https://x.com/vasilist/status/1993818004120023237)  2025-11-26T23:03Z [----] followers, [---] engagements


"Okay @samsolid57 my man first off I enjoy how youre always the voice of reason in this neocloud chaos. Youre out here pounding the table on $IREN and $NBIS being the full-stack kings making money trading the volatility both ways reminding everyone to size properly and not get married to the price action that disciplined shit is why your takes age like fine wine while the rest of us are coping or hopium-overdosing. But yo that savage bear case that blew up right after the November [--] Microsoft drop (the one with the Margin Mirage solvency trap all that poetic bloodbath) Holy fuck was it a work"  
[X Link](https://x.com/vasilist/status/1994114282716581927)  2025-11-27T18:41Z [----] followers, [---] engagements


"$IREN Zero. Zero. Zero. Every peer has delay stories. Quietly without fanfare or excuses $IREN has built the most flawless execution track record in the entire data center / mining / AI infrastructure space. Watch this receipts thread: 20202021: Canal Flats (30MW) promised energization delivered exactly on time. 20212022: Mackenzie expansions every single phase energized on or ahead of schedule. 20222023: Prince George (50MW) guided date hit it to the exact month. Then they went to Texas and turned Childress into a monster. 20232025: Childress 750MW ultimate site Phase after phase substation"  
[X Link](https://x.com/vasilist/status/1994527587364671506)  2025-11-28T22:03Z [----] followers, 38.6K engagements


"@SixSigmaCapital Maybe due to the YtD performance"  
[X Link](https://x.com/vasilist/status/1994658722841575670)  2025-11-29T06:44Z [----] followers, [---] engagements


"@grok can you check and verify about $IREN that is a company with consistent execution and transformation. What $IREN began as a pureplay bitcoin mining operation evolved into a fully fledged AIready data center infrastructure company. At every stage management not only met its commitments but delivered ahead of expectations. The transition was marked by energisations that came online exactly as scheduled with no delays or setbacks. Each announcement was followed by tangible results reinforcing a track record of overdelivery. Rather than promises $IRENs history is defined by milestones"  
[X Link](https://x.com/vasilist/status/1994747994101489830)  2025-11-29T12:39Z [----] followers, [---] engagements


"From chaos to compounding. $Upst didnt just survive the cycle it learned how to monetize it. - Losses bottomed - Margins rebounded and - now every dollar of growth hits the bottom line harder. This isnt just revenue recovery. Its operational leverage in motion. If the model holds [--------] could be the inflection point where #AI underwriting scales profitably. And when earnings compound ➡narratives shift. Fast"  
[X Link](https://x.com/vasilist/status/1994810789039837402)  2025-11-29T16:48Z [----] followers, [---] engagements


"🚨Google Just Killed $NVDA s 75% Margins Forever & Turned Every Neocloud Into Roadkill Except One ( $IREN ) Officially entered the commoditization era of #AI processors. Googles Ironwood TPU v7 is here. Its shipping now. Its within 5-10% of Blackwell on training. Its 20-50% cheaper on inference TCO. And Google can scale it to 9216-chip pods whenever they feel like it. NVIDIAs 75% gross margins They just entered the final countdown. Receipts: [--] Ironwood (TPU v7) specs (Nov [----] launch) [----] TFLOPS FP8 (Blackwell B200/GB200 territory) [---] GB HBM3e [---] TB/s bandwidth [---] Tbps interconnect but"  
[X Link](https://x.com/vasilist/status/1995066878738256135)  2025-11-30T09:46Z [----] followers, [----] engagements


"@MktMavPro Misinformation Bold claim MktMavPro from your post which has : - zero receipts - no data and - nothing but recycled buzzwords. If you want to call something out bring sources not empty outrage"  
[X Link](https://x.com/vasilist/status/1995122902702698503)  2025-11-30T13:29Z [----] followers, [---] engagements


"@MktMavPro @EarningsMindset Lol thats a weak take. Its not about being uneducated or pumping the numbers are there. If youve got counterdata post it. If not stop guessing motives and deal with the facts"  
[X Link](https://x.com/vasilist/status/1995126834824876153)  2025-11-30T13:44Z [----] followers, [--] engagements


"$IREN $2B convert Zero. Zero. Zero. Every single peer launching debt right now is getting forced to pay 24%+ coupons like theyre desperate. Market makes them bleed yield because no one fully trusts the story. Not $IREN. Quietly without a single excuse or drama tweet the hyperscaler of hyperscalers just dropped the biggest convertible in the entire sectors history: $2B base ($1B [----] + $1B 2033) upsizable with option for another $300M plus concurrent equity to immediately nuke every single old high-coupon note still hanging around. And now theyre just waiting. Waiting for the market to say the"  
[X Link](https://x.com/vasilist/status/1995779314021794001)  2025-12-02T08:57Z [----] followers, 43.9K engagements


"🚨 $PATH Earnings tomorrow (Q3 Dec 2025) Im 👀 [--] THINGS that decide if UiPath moves from a midtier SaaS to stratospheric multiples [--] DBNRR expansion Needs 115% (real AIdriven upsell not nickelanddime addons) (currently 108%) [--] Gross margins discipline Hold 84% or credibility on scale cracks [--] Rule of [--] trajectory 20%+ organic growth + margin = SaaS VIP room access 📊 Last quarter: ARR $1.723B (+11% YoY) DBNRR 108% margins 84%. Respectable but not fireworks. Guidance: ARR $1.8341.839B margins 85%. Beat all [--] $PATH: 🎯 DBNRR 115% + 84% margins rerate from 3.9x to 5x LTM Revenue #SaaS #earnings"  
[X Link](https://x.com/vasilist/status/1995920492750921859)  2025-12-02T18:18Z [----] followers, [----] engagements


"🚨 Brutal Verdict: $IREN Dec [--] [----] 🚨 90% accurate. No copium. Just the same playbook #IREN_Ltd has run every time. ✴ The Setup Dec 1: $2B (upsizable $2.3B) converts + equity raise to retire old 2029/2030 notes. Dec 2: Convert arb kicks in 5080M shares shorted old hedges unwind pure mechanical puke. Stock 15% mid$40s. Billions absorbed in $4555 zone. Final hour: 4055M shares dumped in bursts. Who Sold 6070% new convert hedging 2030% old note unwind 10% retail panic/profittaking Zero fundamentals. Zero dilution surprise. Net dilution negative vs letting old notes run. 🛝 Pattern Recognition"  
[X Link](https://x.com/vasilist/status/1996147978407481365)  2025-12-03T09:22Z [----] followers, 91.4K engagements


"Appreciate the kind words 🙏 always good to trade notes with sharp eyes on $IREN. Shortterm I see the $40 line as the real battleground $30 feels more like paniconly territory. Curious though wheres your average cost basis and when did you first start building the position"  
[X Link](https://x.com/vasilist/status/1996176646655627735)  2025-12-03T11:16Z [----] followers, [----] engagements


"@RealMuhuLuhu Appreciate you sharing that $35 is a disciplined entry point. Curious though wheres your average cost basis and when did you first start building the position Always interesting to see how long people have been riding the $IREN waves"  
[X Link](https://x.com/vasilist/status/1996177054568747038)  2025-12-03T11:17Z [----] followers, [---] engagements


"🚨 $IREN balance sheet move explained 🚨 @IREN_Ltd raising cash in two smart ways: 1/2: Selling 40M shares for $1.6B used to buy back old converts (debt that couldve turned into shares). Cuts debt avoids dilution. 2/2: Issuing $2B in new converts at low interest convertible at $51.40/share cheaper financing + flexibility for more buybacks. 🧐 Think of it like swap out the old expensive debt for new money on better terms. Lower costs stronger balance sheet more room to grow. Bottom line: this isnt dilution panic its IREN tightening the screws and setting up the next leg. Holders can breathe"  
[X Link](https://x.com/vasilist/status/1996183212419133696)  2025-12-03T11:42Z [----] followers, 24.3K engagements


"@marksotoges @IREN_Ltd Great analysis - hats off Mark. Sounds like a smart convert arb + existing holders locked in = smooth rollover continues 🤑"  
[X Link](https://x.com/vasilist/status/1996192985856487573)  2025-12-03T12:21Z [----] followers, [---] engagements


"Exactly knowing the optimal rebuy zone is half the game. I actually added more this morning so my average is now under $18. Makes the retrace levels even more interesting to track. But I have also lots of Options LEAPS 😉Where do you see the strongest buyer wall forming if $IREN dips again"  
[X Link](https://x.com/vasilist/status/1996260794867052889)  2025-12-03T16:50Z [----] followers, [--] engagements


"@bitcoinbutcger1 bro this is the clearest most ice-cold breakdown Ive seen on $IREN in months. Straight up one of the best posts Ive read all year. You absolutely cooked with the math on the convertibles forcing the retirement instead of letting those 2029/2030 notes convert at $13.64 and $16.81 was a massive W for shareholders. Grabbing an extra $967M in cash while killing the interest expense completely offsets the dilution. People screaming dilution somehow missed that part. And yeah 80M shares traded yesterday probably another 50M+ today on a 323M float Thats 40% of the company changing"  
[X Link](https://x.com/vasilist/status/1996264767577546964)  2025-12-03T17:06Z [----] followers, [----] engagements


"🚨 $PATH Q3 FY2026 Earnings (reported Dec [--] 2025) Fresh Brutal Check Earnings beat hard on the headline numbers (**revenue $411M +16% YoY** EPS $0.16 vs $0.15 est stock +10-15% AH) but the *core SaaS health metrics that actually trigger a stratospheric rerate Still anemic/missing.* Heres the ruthless scorecard vs the [--] hurdles that separate mid-tier grinders from SaaS royalty: [--] DBNRR expansion Actual: **107%** (down from 108% last quarter) Needed: 115% real AI-fueled upsell Verdict: ❌ Worse not better. Still no proof the new agentic AI stuff is driving material expansion in existing"  
[X Link](https://x.com/vasilist/status/1996634574676283444)  2025-12-04T17:35Z [----] followers, [----] engagements


"$IREN Just Landed $9.7B From Microsoft For 200MW🤯🤯🤯 They Control 2.91GW Total Power Thats 14.5x More $141B Revenue Potential At Same Pricing 🔥🔥🔥 This is the biggest AI power heist in history. 50x is the FLOOR. Thread 🚀 1/ Microsoft literally just paid $9.7B over [--] years for a tiny 200MW slice with 20% upfront cash. Thats $9.7M per MW per year at 85%+ margins 🤯 IREN turned cheap Texas dirt power into pure SaaS crack. Hyperscalers are DESPERATE. Image: Giant Microsoft logo with $9.7B stamped over exploding 200MW make the numbers massive green 2/ Total secured capacity: [----] MW across"  
[X Link](https://x.com/vasilist/status/1997014672155754581)  2025-12-05T18:46Z [----] followers, [----] engagements


"Yes its 200MW of critical IT load (official wording). With $IREN s liquidcooled PUE [---] total draw only 220MW. Full 3GW portfolio = [----] the $MSFT deal $132B revenue potential over 5yrs. Still absolutely f insane. Still the biggest power arbitrage in history. Still [----] from here"  
[X Link](https://x.com/vasilist/status/1997027265247687017)  2025-12-05T19:36Z [----] followers, [---] engagements


"@william26694 Hell yes bro 🤯 $MSFT straight up wired $1.94B DAY ONE for a crumb (200MW). Thats not a contract thats a panic bid. When the market finally clocks theres 13x more waiting the squeeze is gonna be biblical at the next bid 🚀🚀🚀"  
[X Link](https://x.com/vasilist/status/1997027898365247798)  2025-12-05T19:38Z [----] followers, [---] engagements


"@GlobalCollapse I hear clearly what you want to capture about PUE but will be an average"  
[X Link](https://x.com/vasilist/status/1997028708931252288)  2025-12-05T19:42Z [----] followers, [---] engagements


"$UPST s $1.2B secret backpack is about to get dumped 🤫🎒 📊 Q3 [----] Snapshot: Balance sheet loans hit $1.2B (up from $1.0B in Q2). CFO Sanjay Datta called it larger than normal. 💬 Dattas exact words: We are carrying a larger than normal loan balance as new products exit R&D and enter scale-up. These are test loans for auto small-dollar and HELOC proving the AI before handing off to partners 🛠 📅 The unload schedule (verbatim): Reduction will gain steam in Q4 and continue into [----]. Translation third-party capital steps in balance sheet shrinks fee margins go nuclear 🚀 ☄ $UPST isnt broken"  
[X Link](https://x.com/vasilist/status/1998749011356917902)  2025-12-10T13:37Z [----] followers, [----] engagements


"🚨 $ORCL Oracle Q2 FY2026 Earnings (SepNov [----] released Dec 10) Revenue: $14.1B (missed $16.2B consensus) Cloud: $5.9B (+24% YoY beat expectations) IaaS: $2.4B (+52% YoY) SaaS: $3.5B (+10% YoY) Adj. EPS: $1.47 (vs. $1.64 est.) RPO: $97B (+49% YoY record backlog) 💡 Takeaways: Cloud momentum is undeniableOCI growth 70% baked into guidance. Legacy license/support slowed weighing on topline. Margins held firm despite heavy data center spend. 📉 Stock dipped 5% after hours to $210212 cooling off a 10% rally last week. 👉 Big question: Can Oracles cloud surge outweigh revenue misses and rising"  
[X Link](https://x.com/vasilist/status/1998863608856612915)  2025-12-10T21:13Z [----] followers, [----] engagements


"$IREN Zero delays. Zero excuses. Zero misses. 🔥🔥🔥 Every peer out there has at least one delay story since [----] supply chain issues permitting headaches the works. $IREN Flawless execution in data centers mining and AI infrastructure. Absolute beast mode. 💪🚀 No fanfare just pure receipts: - Early projects: Canal Flats Mackenzie expansions Prince George every phase energized on time or ahead. Pure clockwork. ✅ - Texas takeover: - Turned Childress into a powerhouse. 750MW site phases rolling out smoothly transformers arriving early 600MW+ energized in [--] months. Management says on track"  
[X Link](https://x.com/vasilist/status/1999527609533882574)  2025-12-12T17:11Z [----] followers, 11.8K engagements


"Oracle kicked it off by missing revenue and dropping that massive AI capex bomb stock dumped hard and dragged the whole sector. Then Broadcom warned about tighter margins on custom AI chips and boom another selloff. Feels like everyones suddenly asking whether all this AI spending actually pays off or just burns cash 🔥💸. Not a crash were still way up YTD but definitely a reality check. Im holding steady😎. You staying put too"  
[X Link](https://x.com/vasilist/status/1999530773536178517)  2025-12-12T17:24Z [----] followers, [---] engagements


"🚨 $UPST: The Q4 signal just got louder. Upstart has already logged [----] Trustpilot reviews in the first [--] days of Q4 surpassing the entire Q3 total of [----]. Base case for the quarter: [----] reviews Needed pace: 25/day Actual pace: 34.89/day Running 40% ahead of target. Across multiple UpstartIQ scenarios modeled by @HenryInvests the data consistently points toward: 👉 Q4 revenue clearing $300M A potential beat over the $288M guide. Personal loan demand is accelerating. Rates are easing. New products are scaling. If funding continues stabilizing [----] could be a breakout year. Credit to"  
[X Link](https://x.com/vasilist/status/2002135349901000807)  2025-12-19T21:53Z [----] followers, [----] engagements


"@PabloGo10074968 @HenryInvests $UPST 🎖Personal loan demand is accelerating. 💨Rates are easing. 🚀New products are scaling. 🔬If funding continues stabilizing [----] could be a breakout year"  
[X Link](https://x.com/vasilist/status/2002322004066611262)  2025-12-20T10:15Z [----] followers, [---] engagements


"🚨 Brutal Verdict: $IREN Dec [--] [----] 🚨 85% on point. No copium. Same damn playbook #IREN_Ltd runs every financing cycle just longer digestion this time. @IREN_Ltd Zero delays. Zero excuses. Full acceleration. ✴ The Setup Dec 1-3: $2B (upsized/closed $2.3B) converts + $1.63B equity raise to refinance old 2029/2030 notes. Early Dec: Convert arb hits hard massive short/hedge pressure old unwinds mechanical sell-off. Stock cratered 50% from Nov highs ($77 to mid-$30s) billions absorbed in $3545 zone. High-volume dumps throughout the month. Who Sold 6070% new convert hedging + equity dilution"  
[X Link](https://x.com/vasilist/status/2002330967818559490)  2025-12-20T10:51Z [----] followers, 13.5K engagements


"Everyones staring at the same [--] stocks. Fine. Let them. Meanwhile a different group of companies is putting up real numbers 60% YoY revenue in robotics 80%+ origination growth in AI lending 30%+ premium expansion in insurtech SaaS platforms flipping to recurringheavy models automation firms hitting profitability medtech names clearing FDA hurdles. Ive handpicked a set of small to midcaps heading into [----] that actually deserve attention. Curated. Thoughtfully selected. No tourists. Each one has a clear catalyst. Each one has a real TAM. Each one has a chart that could set up clean entries if"  
[X Link](https://x.com/vasilist/status/2003221010007433299)  2025-12-22T21:48Z [----] followers, [---] engagements


"Dear Tom true thats exactly why I keep my X posts as a kind of personal log. Not for engagement not for dopamine hits but to track my own reactions my emotions and how I handle the swings. Markets will test you. Steep ups feel easy steep downs expose everything. Powerin takes care of the noise so I can stay focused on the real work catalysts TAM expansion execution risk and my own discipline. Comment counts dont build a strong stomach. Reps do. 💪🏻 Appreciate the insight"  
[X Link](https://x.com/vasilist/status/2003229498091700479)  2025-12-22T22:21Z [----] followers, [--] engagements


"🚨 $UPST The Inflection Nobodys Pricing In 🚨 🔥 Revenue +71% Q3 🔥 Institutions loading (Versor just stacked) 🔥 Chart begging for a $50 breakout $UPST 🚀 This wasnt recovery. This was the pivot to empirebuilding and the tape is still asleep. Heres the proof stack: [--] The Mix Shift (Locked In) New verticals (Auto / HELOC / SmallDollar) 12% of $2.8B originations Up from 10% in Q1 structural not noise 22% of new borrowers now nonpersonal loans Thats your future revenue moat forming in real time [--] Growth Rates Nobody Is Modeling Every new line: +300% YoY Personal loans Only +60% the old engine"  
[X Link](https://x.com/vasilist/status/2003579259005395433)  2025-12-23T21:31Z [----] followers, [----] engagements


"@kathleen_io1 $PATH 🚨 $PATH Q3 FY2026 Earnings (reported Dec [--] 2025) Fresh Brutal Check Earnings beat hard on the headline numbers (**revenue $411M +16% YoY** EPS $0.16 vs $0.15 est stock +10-15% AH) but the *core SaaS health metrics that actually trigger a stratospheric rerate Still https://t.co/ulqSoQXFWw 🚨 $PATH Q3 FY2026 Earnings (reported Dec [--] 2025) Fresh Brutal Check Earnings beat hard on the headline numbers (**revenue $411M +16% YoY** EPS $0.16 vs $0.15 est stock +10-15% AH) but the *core SaaS health metrics that actually trigger a stratospheric rerate Still https://t.co/ulqSoQXFWw"  
[X Link](https://x.com/vasilist/status/2003829823748395388)  2025-12-24T14:07Z [----] followers, [---] engagements


"@LEAPTRADER_ Looks that YChart has $CRWV VS $NBIS missing $IREN"  
[X Link](https://x.com/vasilist/status/2004534978005303635)  2025-12-26T12:49Z [----] followers, [---] engagements


"Great post but ⚠ biggest concern popping up everywhere from analysts etc is that the valuation feels stretched AF given how hooked this business is on interest rates and the economy. JPMorgan straight-up downgraded it early December calling out that 9x forward P/S ratio saying it already prices in all the good stuff for [----] (better funding growth rebound). But one macro slip Rates pause credit tightens delinquencies tick up Loan volumes tank fast. We've seen this movie before (2022 vibes) and analysts are yelling "zero margin for error" at these levels. 🔴 Other worries feeding into it: -"  
[X Link](https://x.com/vasilist/status/2005214294279880857)  2025-12-28T09:48Z [----] followers, [---] engagements


"🚨 $IREN: The $PLTR of AI Infrastructure BRUTAL JAN [----] UPDATE No copium. Just verified facts from official sources (Q1 FY26 results Nov [--] 2025; MSFT deal announcement Nov [--] 2025; investor updates). Thesis from a year ago aged like fine wine. Today: $15B Mkt cap share price $46-47. The pivot isn't "emerging" anymore. It's live and scaling fast. $IREN owns the scarcest asset in AI: grid-connected renewable power + vertical execution. Hyperscalers are desperate for GWs. $IREN secured them early. Thread 🧵👇 [--] Current Snapshot Jan [----] Market cap: $15B Secured power capacity: 2.91GW (nearly 3GW"  
[X Link](https://x.com/vasilist/status/2009935295546871966)  2026-01-10T10:28Z [----] followers, 17K engagements


"@Duke_of_Ice_Age $IREN Whisper expectations roar with results. Zero delays Zero excuses Max acceleration @IREN_Ltd highlights the quiet setup and explosive payoff"  
[X Link](https://x.com/vasilist/status/2009997472480014789)  2026-01-10T14:35Z [----] followers, [---] engagements


"$UPST @Upstart s story isnt clean. Its jagged confusing and honestly more interesting than people give it credit for. It is not a smooth narrative just various angles that hit differently. PART I The Reality Check Whats actually happening under the hood. The numbers that dont match the doom talk. PART II The Macro Fog The messy part. Tight credit weird openings fintech chaos. PART III The Asymmetry Where the risk sits. Where the upside hides. Three parts. Short. Sharp. No polish. Just the truth as it comes. #AI #FINTECH https://twitter.com/i/web/status/2011082208199471316"  
[X Link](https://x.com/vasilist/status/2011082208199471316)  2026-01-13T14:25Z [----] followers, [----] engagements


"PART I Upstarts Reality Check (Not the Fairytale Version) 👀 Upstart ( $UPST ) is one of those names where everyone thinks theyve "figured it out" based on a few bad quarters. They havent. Most people just stare at the stock chart see the red and pretend that's analysis but the business is quietly doing things that dont fit the lazy "doom" narrative you see on Twitter. [----] was messy yeah. The stock took a 29% haircut delinquincies rose and the job market was wobbling all over the place. Fine. But the company didnt just implode it adjusted. It was mechanical. And now as we head into the Feb"  
[X Link](https://x.com/vasilist/status/2011084368752607662)  2026-01-13T14:34Z [----] followers, [---] engagements


"PART II The Macro Fog (And the Weird Opportunities Inside It) Right now the big credit card issuers are tightening their belts. This is a double-edged sword. It either pushes frustrated borrowers right into Upstarts debt-consolidation funnel or it chokes off demand entirely if loss rates spike too hard. It depends on the month the cycle and frankly just the general mood of the consumer. The Upstart Macro Index sitting at [---] tells me things are still stiff out there. If rates drop it could flip everything overnight. or it could do nothing. Timing is the whole game here. Analysts are basically"  
[X Link](https://x.com/vasilist/status/2011084791504892187)  2026-01-13T14:35Z [----] followers, [---] engagements


"@shai_wininger @daschreiber @Lemonade_Inc Wen the next [-------] 👀"  
[X Link](https://x.com/vasilist/status/2011493832567717924)  2026-01-14T17:41Z [----] followers, [---] engagements


"🔵 $ZETA s cash flow story is quietly savage. The charts whisper moat From $25M $125M in TTM FCF. Margin doubled from 5% 11%. Not just growth profitable growth. Every dollar sharpened into deployable cash. This chart doesnt shout. It whispers: moat. 🟦 Now zoom out: $ZETA vs $PLTR. ZETA: +179.65% revenue growth 29.3% CAGR PLTR: +172.25% 28.4% CAGR ZETA started slow then exploded. Tortoise with a turbo engine. PLTR grabs headlines. ZETA builds value. 📊 Operational discipline. 📈 Strategic compounding. 🧠 Quiet outperformance. https://twitter.com/i/web/status/2011512750736835024"  
[X Link](https://x.com/vasilist/status/2011512750736835024)  2026-01-14T18:56Z [----] followers, [---] engagements


"$ZETA in a nutshell Founder-led. AI boosts ROI. [---] scaled customers. TAM exceeds $2 trillion. offers an AI-driven platform. Zeta is a leading martech player. Vision centers on AI and marketing. Adj EBITDA rose 46% year-over-year. Q3-2025 revenue reached $337 million. Revenue increased 28% year-over-year. Cash position stood at $385 million in Q3. $ZETA is the ticker symbol for Zeta Global. ROI rates improved to 6x return on ad spend. CEO: doubling down on AI-led marketing transformation https://twitter.com/i/web/status/2011878676778951091 https://twitter.com/i/web/status/2011878676778951091"  
[X Link](https://x.com/vasilist/status/2011878676778951091)  2026-01-15T19:10Z [----] followers, [----] engagements


"Out of those 12+1 beasts rockets or traps grab $IREN and hold on till EoY. It's the execution dIffeRENtiator in data centers and renewables with killer ops that crush the competition. Real power real efficiency exploding demandfundamentals are screaming buy. Zero excuses Zero delays. Buckle up this one's a monster. https://twitter.com/i/web/status/2012877913813598213 https://twitter.com/i/web/status/2012877913813598213"  
[X Link](https://x.com/vasilist/status/2012877913813598213)  2026-01-18T13:21Z [----] followers, [----] engagements


"Stock-based Compensation (SBC) $IOT Samsara Inc. Mkt Cap $17B $CFLT Confluent Inc Mkt Cap $10.5B Demystifying stock-based compensation (SBC) that increases the number of shares outstanding which dilutes the value of existing shares. It's a non-cash expense"  
[X Link](https://x.com/vasilist/status/1699423520961200481)  2023-09-06T14:05Z [----] followers, [----] engagements


"$IOT Samsara Inc [----] Q4 earnings This Q EPS $0.04 vs $0.03 Rev $276.3M vs $258.31M (YoY +48%) Next Q Guidance EPS $0.00-0.01 vs -$0.01 Rev $271-273M vs $266.84M FY Guidance EPS $0.11-0.13 vs $0.08 Rev $1.186-1.196B vs $1.18B Price change +10.54%"  
[X Link](https://x.com/vasilist/status/1765862205210194022)  2024-03-07T22:08Z [----] followers, [---] engagements


"$UPST ( #Upstart Holdings Inc.) [----] Fintech Phoenix Trustpilot data says Yes #UTPI Despite economic headwinds Upstart looks set to post GAAP profits by year-end. Heres why this under-the-radar AI lender might surprise Wall Street [--] Revenue Rocket Fuel Q1 25: $213M rev (+67% Y/Y) $2.1B loan volume (+89%) 92% automated + 100+ lenders 🤖 Auto (+42%) & HELOCs (+52%) diversify the game [--] Trustpilot = Loan Demand Pulse Q3: +21% review growth (2931 total) [---] reviews in [--] days (+48% vs Q2) = 🔥 borrower activity Forecast: $280M$293M Q3 rev eyes on $1.1B full-year [--] Margin Pressure Yeah but Q1"  
[X Link](https://x.com/anyuser/status/1944324033668886888)  2025-07-13T09:12Z [----] followers, [----] engagements


"Howard Marks mentioned about investing: "Investing isnt about buying good things; its about buying things well. When it comes to #Upstart Holdings ( $UPST ) this advice is spot-on. Right now Mr. Market seems to be offering Upstart at a great deal especially with its stock price dipping to around $53-$59 recently down from a high of $96.43 in the past year. With Upstarts AI-powered lending platform growing a new partnership with All In Credit Union and a strong Q1 [----] performance & continues rising of #UTPI its looking like a solid company at a bargain price. Great quality great price happy"  
[X Link](https://x.com/vasilist/status/1936329341018780159)  2025-06-21T07:44Z [----] followers, [----] engagements


"@TeslaUberRide At their non-GAAP KPI $LMD provides and the customers (count) Q1 2023: [-------] Q1 2022: [-------] Q4 2020: [-------] 🍋"  
[X Link](https://x.com/vasilist/status/1667154687898918921)  2023-06-09T13:00Z [----] followers, [---] engagements


"Portfolio Philosophy ⚖ Mission: Long-term outperform S&P Target : Companies with Hi growth revenues COs🔑: Leaders/Execution/Reliability Max allocation [--] stocks🖖🏻 Buy gradually 🪜 Check 🔬 10-Q & 10-K if in doubt 🤨sell Sell when thesis broken 💔 Ver.02 #fintwit"  
[X Link](https://x.com/anyuser/status/1467449036869455876)  2021-12-05T11:01Z [----] followers, [--] engagements


""Know what you own and know why you own it." Peter Lynch Current portfolio allocations 26% $DDOG what a dog 22% $MNDY Super Bowl LVI 15% $S 15% $UPST 8% $NET ☁ 5% $MDB 4% $ZS 5% cash Jettisoned: $AMPL & $ZI"  
[X Link](https://x.com/vasilist/status/1494434810353356803)  2022-02-17T22:13Z [----] followers, [--] engagements


"Started to add $LMND Lemonade Insurance hit 1M paying custs faster than $NFLX $SPOT or $AMZN did & [---] times faster than the most formidable insurers in the U.S. (Allstate GEICO State Farm USAA). 🍋 is disrupting the traditional insurance industry with innovative approach"  
[X Link](https://x.com/anyuser/status/1666890128260726784)  2023-06-08T19:29Z [----] followers, [----] engagements


"$UPST was just bought by Blackrock Vanguard & State Street. The largest asset managers in the world are buying more Upstart"  
[X Link](https://x.com/anyuser/status/1700620243977072967)  2023-09-09T21:20Z [----] followers, 10.9K engagements


"A year ago when $UPST was below $13 nobody was interested in the stock(this does not count @HenryInvests 😉) due to bankruptcy concerns and perceived inefficiencies in #Upstart prediction models. Now $UPST will gain widespread attention. ⚠Filter out the noise"  
[X Link](https://x.com/vasilist/status/1735072779844657472)  2023-12-13T23:02Z [----] followers, [----] engagements


"$UPST the initial conversion price is $91.99 per share for the latest @Upstart offering 😍"  
[X Link](https://x.com/anyuser/status/1856561369723666697)  2024-11-13T04:54Z [----] followers, [----] engagements


"$UPST Blowout earnings and strong guidance Plus for the first 1K HELOCszero defaults. Execution at its finest. $UPST @davegirouard an invitation for the AI UPST day please 🙏🏻 Congrats @HenryInvests for all the work"  
[X Link](https://x.com/anyuser/status/1889455418600022494)  2025-02-11T23:24Z [----] followers, [----] engagements


"$UPST Upstart Crushes Earnings Expectations Upstart reported stellar earnings solidifying its position as one of my top fintech plays. Despite macroeconomic headwinds two years ago they've pushed through with improved model effectiveness and operational rigor Kudos to @davegirouard and the entire team for the fantastic job We're with you all the way Curious about what this company actually does Check out the Q&A by @HenryInvests for the full scoop August [----] February [----] http://youtube.com/watchv=27_HBa6P_zU https://www.youtube.com/watchv=E1Av_wU1bbA http://youtube.com/watchv=27_HBa6P_zU"  
[X Link](https://x.com/anyuser/status/1890710728966889710)  2025-02-15T10:32Z [----] followers, [----] engagements


"How does a company handle complex loans yet earn raves from customers #Upstarts AI-driven platform nails it boasting a 4.9-star Trustpilot rating from 53000+ reviews. With fast transparent lending and a seamless process Upstart makes borrowing a breeze turning a tough product into a customer favorite. #fintech #investing $UPST"  
[X Link](https://x.com/anyuser/status/1935030500541825291)  2025-06-17T17:43Z [----] followers, [----] engagements


"🚨 Q2-2025 is 84% complete and the #Upstart Trustpilot Index #UTPI is soaring to new all-time highs 📈 @HenryInvests crunched the numbers of #UTPI estimating Q2 Revenue at a moderate scenario $260M (excl. fees) blowing Upstarts $214M guidance for this Quarter (Q2-2025). $UPST is firing on all cylinders can you imagine the fireworks at next quarters earnings Buckle up #Fintech #GrowthStocks"  
[X Link](https://x.com/anyuser/status/1935796454347739283)  2025-06-19T20:26Z [----] followers, [----] engagements


"#UTPI #Upstart [--] days ago Reviews [-----] Todays Reviews [-----] $UPST How does a company handle complex loans yet earn raves from customers #Upstarts AI-driven platform nails it boasting a 4.9-star Trustpilot rating from 53000+ reviews. With fast transparent lending and a seamless process Upstart makes borrowing a breeze turning a tough https://t.co/zbk4yRbyPQ How does a company handle complex loans yet earn raves from customers #Upstarts AI-driven platform nails it boasting a 4.9-star Trustpilot rating from 53000+ reviews. With fast transparent lending and a seamless process Upstart makes"  
[X Link](https://x.com/anyuser/status/1936110229755752932)  2025-06-20T17:13Z [----] followers, [----] engagements


"🚨 Q2-2025 completed and the #Upstart Trustpilot Index #UTPI is soaring to new all-time highs $UPST [-----] 🌟🌟🌟🌟"  
[X Link](https://x.com/anyuser/status/1939807526427513067)  2025-06-30T22:05Z [----] followers, [----] engagements


"#Upstart: Then vs. Now 🔹 Adjusted EBITDA Q2 21: $48.8M Q1 25: $43M (20% margin : highest in [--] yrs) Slightly lower $ but far more efficient. 🔹 Loans Originated Q2 21: 167K Q1 25: 241K +44% vs. [--] +102% YoY 🔹 Products Q2 21: Personal loans & AI lending platform Q1 25: Full spectrum from Personal loans to HELOC 🔹 Total Addressable Market (TAM) Q2 21: $84 B Q1 25: $1 Trillion x10 bigger $UPST Core platform is leaner broader and scaling fast. #Fintech #GrowthInvesting"  
[X Link](https://x.com/anyuser/status/1941793679426965957)  2025-07-06T09:37Z [----] followers, [----] engagements


"Starting to evaluate Opendoor Technologies $OPEN. In my view the company still has a long road ahead and a lot needs to go right for it to become a multibagger. Ive initiated a small 0.1% allocation with plans to adjust as things develop. Without a doubt #Opendoor Technologies ( $OPEN) now is a real homegrown WSB future will show if Turnaround in Progress or a Risky Bet Below are the key points Im watching: 👇"  
[X Link](https://x.com/anyuser/status/1946516290119533029)  2025-07-19T10:23Z [----] followers, [----] engagements


"TOP [--] SMALL + [--] MICRO CAP STOCKS $HIMS $10.94B Mkt Cap The Future of Wellness $IREN $7.11B Mkt Cap AI Cloud for the Next Big Thing $UPST $6.44B Mkt Cap AI-Driven Credit Access $LMND $3.71B Mkt Cap AI-Powered Insurance Revolution $ROOT $1.43B Mkt Cap Data-Driven Auto Insurance ➕ $AIOT $669.89M Mkt Cap Unifying IoT Fleet Intelligence"  
[X Link](https://x.com/anyuser/status/1964714995586900416)  2025-09-07T15:38Z [----] followers, [----] engagements


"@aleabitoreddit spot on abt pivots are brutal and $ORCL's flop screams execution risk for most miners. But $IREN isn't pivoting; it's *built* for this: 3GW owned renewables ($0.03/kWh) + 5GW pipeline = vertical moat $NBIS's leases can't touch. Q3 FY25: $148M rev (+24% QoQ) AI Cloud $3.6M (+33%) 95% hardware margins $24M NI (+28%). $500M AI run-rate by Q1 '26 debt-free via BTC cashflow ($87M FY25 NI). $NBIS's $17B MSFT hype is fire (Q3 Oct 29) but $IREN's infra edge crushes lease creep. Asymmetric $IREN at 3x FY26 sales ($750M) vs. $NBIS 141x. Both winnersI'm 90/10 $IREN/$NBIS"  
[X Link](https://x.com/anyuser/status/1983066421278978540)  2025-10-28T07:00Z [----] followers, [----] engagements


"$PATH: The $PLTR of Automation Workflow Gartner forecasts 80% of enterprises will deploy AI agents by [----] and $PATH is built for it. Like $PLTR UiPath leverages proprietary data flywheels vertical integration & deep enterprise/government pipelines to scale AI adoption. At $7-8B Mkt cap will no longer be a sleeper. This is the AI productivity backbone in motion. Why $PATH Is Going Parabolic 📈 [--] Integration Moat: 2000+ connectors (MSFT SAP Salesforce Oracle ServiceNow). Once embedded its career suicide to rip it out. [--] AI Cloud Rocket: $403M Q3 FY26 rev $1.54B ARR (+21% YoY) targeting"  
[X Link](https://x.com/anyuser/status/1986356411714945414)  2025-11-06T08:54Z [----] followers, 11.7K engagements

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