[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@alexcapital01](/creator/twitter/alexcapital01) "@YodaStockInvest Option X. Option X for me would be $SOFI $OSCR and $HIMS. Three well-managed companies ready to take more market share in their respective sectors"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1946877648333951423) 2025-07-20 10:19:37 UTC XXX followers, XXX engagements "@TacticzH I strongly believe that the market overreacted (like always) and that $ASML is a great opportunity right now"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1947227704157212902) 2025-07-21 09:30:37 UTC XXX followers, XXX engagements "$HIMS CEO @AndrewDudum said in an interview with The Washington Post that "he wouldn't rule out working with $NVO in the future". To me Dudum's statement implies a certain fearlessness concerning a potential lawsuit or its likelihood. Full report here:"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1944803986000769246) 2025-07-14 16:59:37 UTC XXX followers, XXX engagements "$TSM Taiwan Semiconductor Manufacturing Company: the overlooked giant playing in a league of its own. TSMC is the worlds largest and most advanced pure-play semiconductor foundry commanding a dominant position in the global semiconductor industry. (Thread)"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1944356328882786746) 2025-07-13 11:20:47 UTC XXX followers, 2030 engagements "@thexcapitalist Love that revenue guidance which would mean 30-32% YoY growth. I agree that a higher MLR is a short-term pain. The most important is their 2027's guidance. Be sure that the 1st question during the earnings call will be about this"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1947665591025996088) 2025-07-22 14:30:37 UTC XXX followers, XXX engagements "This $LMND chart is what got me to initiate a position in Lemonade. The X community talks positive about it and. it's for a good reason. Gross and net loss ratio are trending down. In-Force Premium (IFP) and revenue are going up. Next to that I like a confident but cautious management that outperforms their own and analysts estimates. The last X quarters have been EPS beats. I believe that Daniel Schreiber is a great CEO and the right person to lead this company. 👉🏼 What I am looking for during their Earnings Report (5th of August): revenue guidance. Lemonade recently renewed their"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1947285707418116263) 2025-07-21 13:21:06 UTC XXX followers, 5023 engagements "For those complaining about $OSCR's stock price: stocks go up and down. That's how the stock market works. If you believe in the company's fundamentals you shouldn't worry about short-term price action. In less than X weeks we will receive more information from the management about their 2027 guidance. Be sure that they will address it during the earnings call. This will reduce uncertainty and the market will price $OSCR correctly - to its true worth"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1946218136522387600) 2025-07-18 14:38:57 UTC XXX followers, 26.7K engagements "As $GOOGL doesn't really provide guidance they have to prove themselves every single quarter; prove that Google Search still is very much alive even after losing market share to AI-powered search engines. $GOOG's stock is +15% the past month. Maybe investors are realizing that Google Search still is a dominant player in search and that this segment is growing XX% YoY. Or maybe investors saw Google's Gemini data which show no signs of slowing down. Google's ecosystem is stronger than ever and the market is not rewarding it"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1947584863206576593) 2025-07-22 09:09:50 UTC XXX followers, 5879 engagements "@TheValueTrade $OSCR right now. If $HIMS was trading in the 30's I would have said that one. $NIO is a no-go for me. Don't know about $EOSE"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1947957459001237578) 2025-07-23 09:50:24 UTC XXX followers, XXX engagements "$SOFI is expected to grow their revenue for Q2 by XX% YoY. Knowing @anthonynoto and his team like to be cautious with their guidance we could potentially see a XX% revenue growth a growth that we haven't seen since 2023"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1947707829026230698) 2025-07-22 17:18:27 UTC XXX followers, XXX engagements "If the -X% $PYPL drop is not considered fair the upside from today's stock price is even higher. I made a prediction where the stock price could be at the end of 2026:"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1943796608820556044) 2025-07-11 22:16:40 UTC XXX followers, XXX engagements "Expect some volatility with $OSCR today. Today they announced their revised FY25 guidance. Let's compare it year-over-year to see the bigger picture: - Total Revenue: $12B-$12.2B (30-32% YoY) 🟢 - MLR: 86-87% (81% in 2024) 🔴 - SG&A Expense Ratio: 17.1-17.6% (19% in 2024) 🟢 - Loss from Operations: (300M) - (200M) (Operating Income in '24 = $57M) 🔴 - Ajusted EBITDA: loss of approximately $XXX million less than the Loss from Operations (Ajusted EBITDA in 2024 = $199M) 🔴 Mixed results. We will see where the stock will end up today difficult to predict"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1947631872563155402) 2025-07-22 12:16:38 UTC XXX followers, 7502 engagements "Great news for $GOOGL. Google Cloud is $GOOG's fastest growing business with a revenue growth of XX% YoY. Growth in this segment will not slow down soon. It's one of $GOOGL's most exciting segments and I will watch Google Cloud's growth numbers closely during their Q2 results. As a reminder this will happen on the 23rd of July after the bell"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1945587592436879653) 2025-07-16 20:53:23 UTC XXX followers, 2593 engagements "🚨 $OSCR INSIDER BUYING 🚨 Directors David Plouffe and Jeffery H. Boyd both added on the same day (10th of July)"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1945214762624679990) 2025-07-15 20:11:54 UTC XXX followers, 178.9K engagements "Great $TSM earnings mean new analysts upgrades. - Needham reiterated a Buy with a PT of $XXX. - Barclays keeps an Overweight rating with a PT of $XXX. $TSM hit a new all-time high today. Congrats to all shareholders"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1945896382646067342) 2025-07-17 17:20:25 UTC XXX followers, XXX engagements "@TacticzH I would pick everything over $TSLA right now. 😅 I agree with the whole list except the $HIMS one"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1946875180724203874) 2025-07-20 10:09:48 UTC XXX followers, XXX engagements "$ASML the -X% drop seems to be exaggerated to me. FY 2025 looks strong with sales growth of XX% and a higher gross margin YoY. CEO Christophe Fouquet said they expect growth in 2026 but they "can't confirm it yet due to increasing uncertainty driven by macro-economic and geopolitical developments" meaning they are a bit more cautious than what they said in Q1"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1945408972652945889) 2025-07-16 09:03:37 UTC XXX followers, 15K engagements "@meeijer $GOOGL and $OSCR. The upcoming earnings reports will be important for both of them"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1946665539545288974) 2025-07-19 20:16:46 UTC XXX followers, 1933 engagements "@InvestingVisual Not only will we see the use of AI in exciting sectors but 'boring' sectors like Banking and Insurance are being disrupted as well by new players that are leveraging AI. That's a revolution"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1946894751719915755) 2025-07-20 11:27:35 UTC XXX followers, 1029 engagements "What's more impressive $SOFI's CAGR member growth of XX% or Financial Services CAGR revenue growth of XXX% since 2020 SoFi's CEO @anthonynoto does not want to slow down that growth very soon: - he wants to reach 50M members by 2030 which would mean a CAGR of XX% from now. - fee-based revenue belongs to the broader Financial Services revenue. Fee-based revenue currently accounts for XX% of total revenue. Noto wants to grow this part of the business significantly. He expects fee-based revenue to "well exceed XX% of the business going forward.""  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1946994725279736201) 2025-07-20 18:04:50 UTC XXX followers, XXX engagements "Block Inc ( $XYZ ) - previously Square ( $SQ ) - joined the S&P500 on friday instead of Robinhood ( $HOOD ) or AppLovin ( $APP ). And that decision seems. weird. Block's quarterly revenue is flat and in Q1 it was even declining. Q1 '25 net income and EPS were both down YoY from Q1 '24 due to slowing Cash App gross profit growth (10% YoY in Q1 '25 down from XX% in Q1 '24) macroeconomic uncertainty and a loss on their Bitcoin investment. Next to that Cash app's website traffic has been trending down. Block seems to not meet their own and analysts' EPS estimates. Their last X quarters have been"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1946652535697379705) 2025-07-19 19:25:06 UTC XXX followers, XXX engagements "Exciting week ahead. I'm looking forward to $TSM $ASML $NFLX $JPM $C $AXP and $ALLY. A lot of banks are reporting their earnings next week. It could give us a first glimpse of how $SOFI and $HOOD earnings will be"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1944446034572128437) 2025-07-13 17:17:15 UTC XXX followers, XXX engagements "Is $PYPL -X% drop today legitimate So what happened 👉🏼 $PYPL and other fintechs dropped after JP Morgan Chase is considering charging for access to their API data. This situation is a reaction to CFPB 1033 a rule drafted over a year ago that partially went into effect in January. The CFPBs Personal Financial Data Rights Rule is designed to give consumers control over their financial data promote competition and enhance privacy in the financial sector. Often called the "open banking" rule it applies to banks credit unions credit card issuers payment apps and other financial providers. 👉🏼"  [@alexcapital01](/creator/x/alexcapital01) on [X](/post/tweet/1943792566111011286) 2025-07-11 22:00:36 UTC XXX followers, 5378 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@alexcapital01
"@YodaStockInvest Option X. Option X for me would be $SOFI $OSCR and $HIMS. Three well-managed companies ready to take more market share in their respective sectors"
@alexcapital01 on X 2025-07-20 10:19:37 UTC XXX followers, XXX engagements
"@TacticzH I strongly believe that the market overreacted (like always) and that $ASML is a great opportunity right now" @alexcapital01 on X 2025-07-21 09:30:37 UTC XXX followers, XXX engagements
"$HIMS CEO @AndrewDudum said in an interview with The Washington Post that "he wouldn't rule out working with $NVO in the future". To me Dudum's statement implies a certain fearlessness concerning a potential lawsuit or its likelihood. Full report here:" @alexcapital01 on X 2025-07-14 16:59:37 UTC XXX followers, XXX engagements
"$TSM Taiwan Semiconductor Manufacturing Company: the overlooked giant playing in a league of its own. TSMC is the worlds largest and most advanced pure-play semiconductor foundry commanding a dominant position in the global semiconductor industry. (Thread)" @alexcapital01 on X 2025-07-13 11:20:47 UTC XXX followers, 2030 engagements
"@thexcapitalist Love that revenue guidance which would mean 30-32% YoY growth. I agree that a higher MLR is a short-term pain. The most important is their 2027's guidance. Be sure that the 1st question during the earnings call will be about this" @alexcapital01 on X 2025-07-22 14:30:37 UTC XXX followers, XXX engagements
"This $LMND chart is what got me to initiate a position in Lemonade. The X community talks positive about it and. it's for a good reason. Gross and net loss ratio are trending down. In-Force Premium (IFP) and revenue are going up. Next to that I like a confident but cautious management that outperforms their own and analysts estimates. The last X quarters have been EPS beats. I believe that Daniel Schreiber is a great CEO and the right person to lead this company. 👉🏼 What I am looking for during their Earnings Report (5th of August): revenue guidance. Lemonade recently renewed their" @alexcapital01 on X 2025-07-21 13:21:06 UTC XXX followers, 5023 engagements
"For those complaining about $OSCR's stock price: stocks go up and down. That's how the stock market works. If you believe in the company's fundamentals you shouldn't worry about short-term price action. In less than X weeks we will receive more information from the management about their 2027 guidance. Be sure that they will address it during the earnings call. This will reduce uncertainty and the market will price $OSCR correctly - to its true worth" @alexcapital01 on X 2025-07-18 14:38:57 UTC XXX followers, 26.7K engagements
"As $GOOGL doesn't really provide guidance they have to prove themselves every single quarter; prove that Google Search still is very much alive even after losing market share to AI-powered search engines. $GOOG's stock is +15% the past month. Maybe investors are realizing that Google Search still is a dominant player in search and that this segment is growing XX% YoY. Or maybe investors saw Google's Gemini data which show no signs of slowing down. Google's ecosystem is stronger than ever and the market is not rewarding it" @alexcapital01 on X 2025-07-22 09:09:50 UTC XXX followers, 5879 engagements
"@TheValueTrade $OSCR right now. If $HIMS was trading in the 30's I would have said that one. $NIO is a no-go for me. Don't know about $EOSE" @alexcapital01 on X 2025-07-23 09:50:24 UTC XXX followers, XXX engagements
"$SOFI is expected to grow their revenue for Q2 by XX% YoY. Knowing @anthonynoto and his team like to be cautious with their guidance we could potentially see a XX% revenue growth a growth that we haven't seen since 2023" @alexcapital01 on X 2025-07-22 17:18:27 UTC XXX followers, XXX engagements
"If the -X% $PYPL drop is not considered fair the upside from today's stock price is even higher. I made a prediction where the stock price could be at the end of 2026:" @alexcapital01 on X 2025-07-11 22:16:40 UTC XXX followers, XXX engagements
"Expect some volatility with $OSCR today. Today they announced their revised FY25 guidance. Let's compare it year-over-year to see the bigger picture: - Total Revenue: $12B-$12.2B (30-32% YoY) 🟢 - MLR: 86-87% (81% in 2024) 🔴 - SG&A Expense Ratio: 17.1-17.6% (19% in 2024) 🟢 - Loss from Operations: (300M) - (200M) (Operating Income in '24 = $57M) 🔴 - Ajusted EBITDA: loss of approximately $XXX million less than the Loss from Operations (Ajusted EBITDA in 2024 = $199M) 🔴 Mixed results. We will see where the stock will end up today difficult to predict" @alexcapital01 on X 2025-07-22 12:16:38 UTC XXX followers, 7502 engagements
"Great news for $GOOGL. Google Cloud is $GOOG's fastest growing business with a revenue growth of XX% YoY. Growth in this segment will not slow down soon. It's one of $GOOGL's most exciting segments and I will watch Google Cloud's growth numbers closely during their Q2 results. As a reminder this will happen on the 23rd of July after the bell" @alexcapital01 on X 2025-07-16 20:53:23 UTC XXX followers, 2593 engagements
"🚨 $OSCR INSIDER BUYING 🚨 Directors David Plouffe and Jeffery H. Boyd both added on the same day (10th of July)" @alexcapital01 on X 2025-07-15 20:11:54 UTC XXX followers, 178.9K engagements
"Great $TSM earnings mean new analysts upgrades. - Needham reiterated a Buy with a PT of $XXX. - Barclays keeps an Overweight rating with a PT of $XXX. $TSM hit a new all-time high today. Congrats to all shareholders" @alexcapital01 on X 2025-07-17 17:20:25 UTC XXX followers, XXX engagements
"@TacticzH I would pick everything over $TSLA right now. 😅 I agree with the whole list except the $HIMS one" @alexcapital01 on X 2025-07-20 10:09:48 UTC XXX followers, XXX engagements
"$ASML the -X% drop seems to be exaggerated to me. FY 2025 looks strong with sales growth of XX% and a higher gross margin YoY. CEO Christophe Fouquet said they expect growth in 2026 but they "can't confirm it yet due to increasing uncertainty driven by macro-economic and geopolitical developments" meaning they are a bit more cautious than what they said in Q1" @alexcapital01 on X 2025-07-16 09:03:37 UTC XXX followers, 15K engagements
"@meeijer $GOOGL and $OSCR. The upcoming earnings reports will be important for both of them" @alexcapital01 on X 2025-07-19 20:16:46 UTC XXX followers, 1933 engagements
"@InvestingVisual Not only will we see the use of AI in exciting sectors but 'boring' sectors like Banking and Insurance are being disrupted as well by new players that are leveraging AI. That's a revolution" @alexcapital01 on X 2025-07-20 11:27:35 UTC XXX followers, 1029 engagements
"What's more impressive $SOFI's CAGR member growth of XX% or Financial Services CAGR revenue growth of XXX% since 2020 SoFi's CEO @anthonynoto does not want to slow down that growth very soon: - he wants to reach 50M members by 2030 which would mean a CAGR of XX% from now. - fee-based revenue belongs to the broader Financial Services revenue. Fee-based revenue currently accounts for XX% of total revenue. Noto wants to grow this part of the business significantly. He expects fee-based revenue to "well exceed XX% of the business going forward."" @alexcapital01 on X 2025-07-20 18:04:50 UTC XXX followers, XXX engagements
"Block Inc ( $XYZ ) - previously Square ( $SQ ) - joined the S&P500 on friday instead of Robinhood ( $HOOD ) or AppLovin ( $APP ). And that decision seems. weird. Block's quarterly revenue is flat and in Q1 it was even declining. Q1 '25 net income and EPS were both down YoY from Q1 '24 due to slowing Cash App gross profit growth (10% YoY in Q1 '25 down from XX% in Q1 '24) macroeconomic uncertainty and a loss on their Bitcoin investment. Next to that Cash app's website traffic has been trending down. Block seems to not meet their own and analysts' EPS estimates. Their last X quarters have been" @alexcapital01 on X 2025-07-19 19:25:06 UTC XXX followers, XXX engagements
"Exciting week ahead. I'm looking forward to $TSM $ASML $NFLX $JPM $C $AXP and $ALLY. A lot of banks are reporting their earnings next week. It could give us a first glimpse of how $SOFI and $HOOD earnings will be" @alexcapital01 on X 2025-07-13 17:17:15 UTC XXX followers, XXX engagements
"Is $PYPL -X% drop today legitimate So what happened 👉🏼 $PYPL and other fintechs dropped after JP Morgan Chase is considering charging for access to their API data. This situation is a reaction to CFPB 1033 a rule drafted over a year ago that partially went into effect in January. The CFPBs Personal Financial Data Rights Rule is designed to give consumers control over their financial data promote competition and enhance privacy in the financial sector. Often called the "open banking" rule it applies to banks credit unions credit card issuers payment apps and other financial providers. 👉🏼" @alexcapital01 on X 2025-07-11 22:00:36 UTC XXX followers, 5378 engagements