[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.] [@longoption](/creator/twitter/longoption) "$UNH serving as a flight to safety Moving off of $OSCR pre-releasing earnings Or just market noise"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947666704949035232) 2025-07-22 14:35:03 UTC 4544 followers, 2224 engagements "@TradingThomas3 This would be fantastic to get the majority of the uncertainty out of the way Could the fed cut rates if tariff uncertainty fades"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948052650097868831) 2025-07-23 16:08:39 UTC 4545 followers, XXX engagements "@riyadosofian Heres whats going to be fun: The people shorting $HIMS are as stupid as the people trying to squeeze it No ones going to back down. Everyone involved will triple down"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948356162979586543) 2025-07-24 12:14:42 UTC 4536 followers, XXX engagements "@FredericLambert @aelluswamy Theyre not gonna retrofit anything"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948153049144528975) 2025-07-23 22:47:36 UTC 4528 followers, XXX engagements "3- $SOFI Yes they're a bank so they provide saving/checkings accounts credit/debit cards and a brokerage. But did you know they also offer: - Insurance via "SoFi Protect" (through partners like $LMND) - stablecoin remittances - software for other banks (Galileo)"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1942742804700283342) 2025-07-09 00:29:13 UTC 4525 followers, XXX engagements "@elneneloco813 @FinThink3rs @YodaStockInvest Sure but its the same analysis with different percentages and timescales If I buy $10K worth of $AMD and it goes up XXX% over X years Or If I buy $10K worth of $ASML and it goes up XXX% over X years My gains were the same"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948086831129456668) 2025-07-23 18:24:28 UTC 4517 followers, XX engagements "@RihardJarc If $GOOG is able to monetize AI search at similar rates The stock would blow past my bull case"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947667605193454024) 2025-07-22 14:38:37 UTC 4518 followers, XXX engagements "@AverageDipBuyer What companies do you think they might be targetting"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948402104147566946) 2025-07-24 15:17:15 UTC 4545 followers, XXX engagements "My price target for $TSLA is now $XX down from $XXX That represents a 50x p/e based on todays EPS print which while rich feels justified due to their investments in robotics the semi and energy"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948142317933822306) 2025-07-23 22:04:57 UTC 4531 followers, 1141 engagements "Its a HIGHLY risky strategy that I dont think is appropriate for XXXXXXX% of investors. I dont do it I dont recommend it. But a sophisticated investor wouldve milked way more than X% from this trade"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947108083806687359) 2025-07-21 01:35:17 UTC 4510 followers, XXX engagements "@matamcalls @MacroAlf That is measured by CPI"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948450487180865730) 2025-07-24 18:29:31 UTC 4545 followers, XXX engagements "@StealthQE4 We gotta wait to see what the CPI print looks like imo"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948390267641344159) 2025-07-24 14:30:13 UTC 4541 followers, XXX engagements "@rafffathechosen @SNerd2448253 @joecarlsonshow correct $GOOG makes 100B PROFIT per year. Gonna be a lot easier to scale Waymo than Teslas robotaxi"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948396463781724626) 2025-07-24 14:54:51 UTC 4542 followers, XX engagements "@StockSavvyShay One or two of these names might deliver insane returns But the overwhelming majority of the contracts will go $RTX $LMT $BA and other military mega-contractors Important to pick according to your risk tolerance"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945742859849834818) 2025-07-17 07:10:22 UTC 4521 followers, XXX engagements "Since X is now catching up to $OSCR and $AMD What is the next play to have on your watch list"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1935309464824881582) 2025-06-18 12:11:47 UTC 4494 followers, 173.5K engagements "@mvcinvesting @FrameworkWisely Love it Clickhouse is a monster"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946100748082651280) 2025-07-18 06:52:29 UTC 4531 followers, XXX engagements "@TheValueTrade Personally I would look at selling out of: $ABCL $ASTS $IREN $NIO"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947827955603759361) 2025-07-23 01:15:48 UTC 4528 followers, 1042 engagements "$ASML quietly upgraded from a hold to a BUY by New Street. The analyst Pierre Ferragu is one of the best in the business"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948454767258452176) 2025-07-24 18:46:31 UTC 4546 followers, 3389 engagements "@brandonlbonomo This isnt that surprising to me $CMG same store sales falling means that the consumer might be weaker/less willing to eat at fast casual than expected same store sales was already a problem for $SG and the street thinks it might get worse not better"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948380682255798758) 2025-07-24 13:52:08 UTC 4536 followers, XXX engagements "@DeepIceValue It is expected that $UNH is deploying about 1.5B PER MONTH in share buybacks. That's about a X% buyback yield over the course of the year (could accelerate further) PLUS a X% dividend yield. Even if this stock doesn't re-rate the bear case is XX% growth"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947945628937417012) 2025-07-23 09:03:23 UTC 4532 followers, XXX engagements "@YodaStockInvest I know 😠I still love the company but this is more about protection against a market downturn than it is about losing faith I still think $AMD does incredibly well from here and would rotate back into $AMD if the market pulled back"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948055820320575988) 2025-07-23 16:21:15 UTC 4515 followers, XXX engagements "@Speculator_io The exception to this rule: when youre dealing with a leadership team that knows how to beat the leader When Lisa Su took over it was $INTC $AMD itll soon be $AMD $NVDA too and everyone will be chasing them"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947133648320528516) 2025-07-21 03:16:52 UTC 4488 followers, 1592 engagements "Remember when an entirely different bank caused a drop in $JPM Today were seeing an entirely different insurance company cause a drop in $UNH"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945850699570397573) 2025-07-17 14:18:53 UTC 4506 followers, 1436 engagements "FinX still loves $ZETA My initial concerns with this name (namely a lawsuit filed against them alleging round tripping revenue to put up inflated numbers) mightve been too harsh. I need to look at this name with fresh eyes"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946112236281610717) 2025-07-18 07:38:08 UTC 4531 followers, 3571 engagements "Just buy the best. If you want to invest in space buy $RKLB and $ASTS if you want to invest in fintech buy $HOOD and $SOFI if you want to invest in data centers buy $CRWV and $NBIS if you want to invest in restaurants buy $CAVA and $CAKE If you want to invest in health insurance buy $UNH and $OSCR Keep it simple"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1940765565867454897) 2025-07-03 13:32:23 UTC 4546 followers, 136.3K engagements "@StonkChris Zero risk is always tough to say But at $8/share of just dividends its tough to see much more downside for this name over the next X quarters or so"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948206390402506995) 2025-07-24 02:19:34 UTC 4546 followers, 3950 engagements "@thegrowthplay Based on the earnings today mightve been $CMG haha"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948150043980234858) 2025-07-23 22:35:40 UTC 4512 followers, XX engagements "You dont allocate to positions by buying a certain number of shares. You allocate to positions by allocating a certain amount of money. If I have 10K in ANY stock and it moves up XX% thats 10%. I dont care how many shares that is. What youre saying is if you invest more money the same percent move upwards will make you more money. The investor whos going to buy XXX shares of $ASML at $XXX a share wouldnt buy XXX shares of $AMD at $XXX a share theyd buy about XXX shares to come out to the same cost as the $ASML shares"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948067066184953866) 2025-07-23 17:05:56 UTC 4546 followers, XX engagements "Current stocks Id be buying if you held a gun to my head and forced me to buy something: Low risk: $AMZN $UNH Medium risk: $AMD $CAVA High risk: $HIMS $OSCR"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947664596250333559) 2025-07-22 14:26:40 UTC 4521 followers, 4822 engagements "@elneneloco813 @YodaStockInvest The number of shares you own doesnt matter. Percentage gain is what matters"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948065732723376586) 2025-07-23 17:00:38 UTC 4515 followers, XX engagements "Respectfully- I dont think your math is right here. If you invest any amount of money into any name then the number of shares you own doesnt matter. The percentage move is all that matters. Whether you own 10K shares at $X each or X share at $10K each your investment will move with the PERCENTAGE move of the stock. Share counts are irrelevant"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948068720636559644) 2025-07-23 17:12:31 UTC 4546 followers, XX engagements "@alc2022 My guess is $LMND This fits the Antonio schema: - no real competitors - scalable as all hell - network effects - uses technology - excellent leadership"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946920719117701446) 2025-07-20 13:10:46 UTC 4513 followers, 3047 engagements "@j_3093 I like $HIMS as a long term hold and dont anticipate selling out. In particular I dont see another way to benefit from $HIMS. Meanwhile the same tailwind that made me bullish on $AMD (AI) also applies to $NVDA $TSM $ASML $GOOG and many others"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948077453903114367) 2025-07-23 17:47:13 UTC 4546 followers, XXX engagements "This day is a bad day to be a health insurance investor But I continue to believe that the coming year is a great year to be a health insurance investor. $UNH $OSCR $CNC"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948450025777852496) 2025-07-24 18:27:41 UTC 4546 followers, 4813 engagements "I guess what Im confused about is this: What is the difference between you versus someone with excellent insurance in the US $HIMS has shown explosive growth amongst the segment of the population that has access to the same prescription medications they serve for cheaper prices through their insurance and local pharmacies. I dont see that changing in Europe"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948098276860805130) 2025-07-23 19:09:57 UTC 4503 followers, XX engagements "@Richard_X_Roe I only learned more about the name recently Im waiting for them to ramp production before Id consider a position"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1944689283706826952) 2025-07-14 09:23:50 UTC 4492 followers, XX engagements "@TheLongInvest $UNH dip buyers when we hit $XXX again"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948033339841261610) 2025-07-23 14:51:55 UTC 4546 followers, 9026 engagements "@AutismCapital This is my main issue with ChatGPT that I hope gets fixed as they continue to tweak the model- it is too eager to agree with the user. I like "Monday" for this"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946804194423267804) 2025-07-20 05:27:44 UTC 4488 followers, 3819 engagements "Im sold that seed oils alone are the sole driver of determining how healthy something is. If we look at dietary studies Mediterranean diets routinely outperform every other diet. $CAVA bulls would argue that this makes their restaurant the healthiest. Theres similar arguments you could make for $CMG or $SHAK The reality is that these four do NOT compete with one another. The person who eats at $SG also eats at $SG and $SHAK and $CMG. instead the goal is to convert as many people as possible from being $MCD people to being healthy consumers instead"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945846513894133781) 2025-07-17 14:02:15 UTC 4492 followers, XXX engagements "@TacticzH Mostly a joking post given $AMD and $ASML price action today"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948749493962154442) 2025-07-25 14:17:40 UTC 4546 followers, XXX engagements "Heres the core trade for retail over the next XXX years: Wall Street doesnt understand Trump. They take everything as a literal worst case scenario. We saw it first with tariffs where institutions sold off like CRAZY over fears that were obviously silly at the time. We are seeing it now with insurance companies- a move to cut Medicaid has slashed prices by massive amounts totally out of line with the material impact. There will be more"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946014433815466117) 2025-07-18 01:09:30 UTC 4510 followers, XXX engagements "I love this post I think theres a lot of activities like this that can make you a better investor over time (Ive talked about how gardening has done this for me) Its worth noting that you do also need to just invest and make a few mistakes to become a better investor too Mainly saying this for investing beginners- nothing beats the real thing"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948356676144259426) 2025-07-24 12:16:44 UTC 4537 followers, XXX engagements "@YodaStockInvest @BolmanRicky $ASML looked just way too juicy after that drop"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948062717895688250) 2025-07-23 16:48:39 UTC 4505 followers, XXX engagements "@amitisinvesting All roads lead back to $TSM and $ASML"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948451669660106914) 2025-07-24 18:34:13 UTC 4545 followers, XXX engagements "If youre worried about regulatory concerns with $UNH remember: Congress bought this dip HEAVILY. If youre worried about concerns with fraud or the core business remember: insiders bought this dip HEAVILY. the signals are clear"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945915996440871016) 2025-07-17 18:38:21 UTC 4546 followers, 31.8K engagements "Stocks that are poised to disrupt: Healthcare: $HIMS $OSCR $TEM Banking/finance: $SOFI $HOOD $COIN Insurance: $LMND $ROOT $OSCR marketplaces: $CVNA $OPEN Self driving: $GOOG $TSLA $NBIS"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946195859080634666) 2025-07-18 13:10:26 UTC 4528 followers, 3815 engagements "@jrouldz When the tide is high everyone wants to go skinny dipping with Sydney Sweeney When the tide goes out you find out whos been swimming naked 😉"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948383533967274474) 2025-07-24 14:03:28 UTC 4545 followers, XXX engagements "@joecarlsonshow Presumably over increased Capex"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948118622720659951) 2025-07-23 20:30:48 UTC 4531 followers, 1327 engagements "@elneneloco813 @YodaStockInvest Why would share price matter here $ASML is better protected in a downturn because theyre less of a growth business- their bull case is that theyre essentially a monopoly that can charge whatever it wants to allow fabs like $TSM $MU and others to make next gen chips"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948064733308879353) 2025-07-23 16:56:40 UTC 4546 followers, XXX engagements "@joecarlsonshow $GOOG is spectacular But Im excited for $AMZN to remind everyone who the king of the cloud really is 😉"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948138886799974910) 2025-07-23 21:51:19 UTC 4545 followers, 1567 engagements "@KabraxFX I like $CAVA the most as an investment But the growth of these chains is a clear trend away from the old guards of fast food. IMO the competition isnt shake shack and sweetgreen- its a culture of eating garbage"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945844622493646857) 2025-07-17 13:54:44 UTC 4528 followers, XXX engagements "4- $AMD Most people know that AMD makes CPUs GPUs and has a gaming business. But did you know that they are also one of the biggest manufacturers of: -FPGAs via their Xilinx acquisition -DPUs via their pensando acquisition FPGAs are chips that can be reprogrammed to do special tasks very fast (as opposed to CPUs which have a fixed logic and cannot be reprogrammed) while DPUs are chips that enable fast networking and security"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1942742807199858780) 2025-07-09 00:29:14 UTC 4525 followers, XXX engagements "@NighthawkTradez Youre missing something: The facilities are all domestic so $HIMS is immune to any potential pharma tariffs. All of big pharma is heavily exposed"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948181353075200361) 2025-07-24 00:40:04 UTC 4526 followers, XXX engagements "@thegrowthplay @DeepIceValue P/e is a good summary stat here but the entire financial picture looks good Realistically there has been X impact to income that could justify a XX% drop Youre going to see a lot of sentiment driven by price action"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948709465139589236) 2025-07-25 11:38:36 UTC 4544 followers, XX engagements "@bdinvestingg Just posted about $ASML's upgrade to a buy today by new street"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948454861491536351) 2025-07-24 18:46:54 UTC 4546 followers, XXX engagements "Theres two pieces to these $OSCR earnings. 1- increased revenue from roughly 12-13 B. This to me shows that the business is growing even faster than projected. I wouldnt be surprised if they beat 26/27 guidance. 2- increased MLR to the high 80s. This is in my opinion a blip thats affecting the entire industry right now. $OSCR has a platform that has demonstrated itself capable of generating a very low MLR and I expect them to get back to that. Its Im not personally that concerned about a 100M loss- really small in the grand scheme of things. Worth emphasizing that this is my opinion. I like"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947833649816076461) 2025-07-23 01:38:25 UTC 4528 followers, 1693 engagements "My take: $CAVA has demonstrated stronger SSS than Chipotle so I am not worried about their SSS based on $CMGs report. IMO it seems that getting people to try Cava is the customer acquisition barrier but once they try it retention is high. $CMG and $SG also definitely share the same consumer. Both are seen as healthier fast casual options to get bowls/salads. If youre at an office both are totally options to go get lunch"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948382454487679176) 2025-07-24 13:59:11 UTC 4545 followers, XXX engagements "@GAndersonTrades Just in the sense that the underlying percent move was small For context- imagine if youd said I think health insurance is going to face headwinds and that healthcare outside of insurance will do well and gone long $HIMS and short $UNH in April"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947114448730431609) 2025-07-21 02:00:34 UTC 4546 followers, XXX engagements "@elneneloco813 @YodaStockInvest Stock price doesnt matter. Only percentage move does. I believe that in a downturn $AMD would fall more than $ASML"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948065522140008672) 2025-07-23 16:59:48 UTC 4546 followers, XX engagements "@TheEUInvestor They're buying back shares at an insane clip. If i were looking to buy anything right now $ASML would be at the top of the list"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947957011510854011) 2025-07-23 09:48:37 UTC 4544 followers, XXX engagements "@Mr_Derivatives I think $GOOG deserves it based on earnings $AAPL doesnt"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948355468461502801) 2025-07-24 12:11:57 UTC 4545 followers, XXX engagements "@Mr_Derivatives Feels pretty obvious what happens next"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948053818454773798) 2025-07-23 16:13:18 UTC 4546 followers, 1443 engagements "@HyperTechInvest $IRENs competition is realistically $OKLO more than it is $NBIS"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948353758414475475) 2025-07-24 12:05:09 UTC 4544 followers, XXX engagements "@NetWorthNotes Market has already priced in the worst case but is forgetting that things will turn around within X months at the latest"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947864184781476208) 2025-07-23 03:39:45 UTC 4502 followers, XX engagements "Mike Pomeo's weight loss is incredible. This is literally a different human. We're going to see way more cases like this in the coming years thanks to Ozempic and other GLP-1s"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946826882089144830) 2025-07-20 06:57:53 UTC 4546 followers, 1912 engagements "@DeepIceValue Accumulating under $XXX is going to make a lot of folks a lot of money"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947827108140499027) 2025-07-23 01:12:26 UTC 4534 followers, XXX engagements "@NighthawkTradez @SofiaVergara Cant be posting photos like this You might. uh interfere with one of the verticals"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948064976138322204) 2025-07-23 16:57:38 UTC 4546 followers, XXX engagements "@bleacherbum23 @Lgbeano You know what would be an insane bull case If $ENVX makes the batteries for the rumored iPhone air"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948137471604105395) 2025-07-23 21:45:42 UTC 4526 followers, XXX engagements "$AMD and $NVDA will not be competing with each other for much longer. Theyll both be competing against TPUs"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948393248986141005) 2025-07-24 14:42:04 UTC 4545 followers, 1350 engagements "@realroseceline Thats awful Growth has been stagnant for years and theres no clear plan to fix it"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948177239024996558) 2025-07-24 00:23:43 UTC 4528 followers, XXX engagements "What's the best opportunity you're seeing in the market right now"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1944404990304403701) 2025-07-13 14:34:09 UTC 4545 followers, 6856 engagements "Im glad people made gains I am always rooting for the retail investor. Im bearish on the stock but I dont short stocks and I hope that Im wrong + people make money by investing in the name (hopefully more retail than institutions). Im just not a fan of a company like AT&T shilling a stock via a corporate account- kind of a weird look in my opinion"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948041919361110439) 2025-07-23 15:26:01 UTC 4521 followers, XX engagements "Its fun to dunk (heh) on WNBA players for wanting to be paid more and you may or may not believe they should be paid more. But the idea that the profitability of the business matters is silly. Would you argue that the engineers at $SNOW dont deserve to be paid what they are paid because of the profitability of the enterprise If anyone deserves to lose money due to low profitability its management"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946921628321149150) 2025-07-20 13:14:22 UTC 4494 followers, XXX engagements "@Ze1ooooo Crazy that owning the shares and being bullish are different levels But with $TSLA thats really how it be"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948152186187419955) 2025-07-23 22:44:10 UTC 4525 followers, XXX engagements "@alc2022 Oh boy I cant wait to see the reaction from $DLO bulls"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947104532926013830) 2025-07-21 01:21:10 UTC 4497 followers, 1108 engagements "Idk who needs to hear this But the Mag7 isnt a set of safe stocks. Its a picks and shovels play. In a true recession no one wants picks or shovels. No ones even digging. And no ones buying cars or expensive laptops either. $AAPL $AMZN $GOOGL $MSFT $META $TSLA $NVDA"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947583705469620648) 2025-07-22 09:05:14 UTC 4510 followers, XXX engagements "$TSLA used to deserve to trade at a huge premium to its valuation because Elon was leading the company. Since then: -Elons stopped focusing on Tesla and spends all day doing literally anything else - Elons personal brand has become polarizing and toxic to the general public This is a stock that deserves to rerate"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948181072300191893) 2025-07-24 00:38:57 UTC 4531 followers, XXX engagements "@elneneloco813 @YodaStockInvest Precisely. You would buy what you can afford. You wouldnt put in 70K. Youd put in 15K and get fewer shares. The percentage move would determine the outcome of your investments"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948068914082042129) 2025-07-23 17:13:17 UTC 4488 followers, XX engagements "@BirdNLionInvest I believe it is due to them confirming that theyre working with the DOJ on various charges"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948379451990892958) 2025-07-24 13:47:15 UTC 4546 followers, XX engagements "$ADBE will go to zero from here. No one is going to keep paying for their expensive software in the world of AI. Tell me why Im wrong"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945582014574252292) 2025-07-16 20:31:14 UTC 4525 followers, 1758 engagements "The bull case for private equity is that they can make healthcare more efficient. In reality healthcare is largely inefficient because of the regulations. If you don't change those regulations then any 'efficiencies' come from some combination of spending less time with patients + billing patients more both of which are bad for outcomes"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947952051725430974) 2025-07-23 09:28:54 UTC 4531 followers, XX engagements "Over the past twenty years we had fast food that was awful for you- McDonalds Wendys and BK. I think over the next twenty years the face of fast food changes to $CMG $CAVA $SHAK $SG. These are companies that still taste great but now are good for you too"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945837321619693593) 2025-07-17 13:25:44 UTC 4525 followers, 1323 engagements "@joecarlsonshow Moving to stable profitable compounding machines is the move here"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948053631611113643) 2025-07-23 16:12:33 UTC 4545 followers, 3438 engagements "@futurelaab People in the US with insurance have equal if not better access to primary care than people in Europe. The model isnt based around fighting to be the cheapest solution. It is based around being the easiest one and thus far consumers are willing to pay for the convenience"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948086004524396701) 2025-07-23 18:21:11 UTC 4497 followers, XX engagements "@TRADESTERJJ $SOFI would be putting up a XX cent annulized run rate EPS thereby trading at an XX p/e (at $20/share) Whether this is expensive or cheap is basically the lithmus test for how much growth you expect from them"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947949320621191659) 2025-07-23 09:18:03 UTC 4531 followers, XX engagements "$AMD can take XX% market share in three years"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946748349354311827) 2025-07-20 01:45:49 UTC 4542 followers, 2506 engagements "@BirdNLionInvest Itll take earnings to move it"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948355066324242773) 2025-07-24 12:10:21 UTC 4535 followers, XX engagements "How has this new Tea App not already had a million lawsuits filed against it Seems like lawyers must be salivating"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948621070774534289) 2025-07-25 05:47:21 UTC 4546 followers, XXX engagements "Right now I would pick: $UNH over $ELV $OSCR over $HIMS $LMND over $ROOT $CAVA over $SG $ASML over $TSM $SOFI over $NU $DASH over $GRAB $LYFT over $UBER $AMD over $NVDA Agree"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946923566462829031) 2025-07-20 13:22:04 UTC 4528 followers, 17.2K engagements "Hims isnt operating in any vertical that would be even close to qualifying as life saving care. I have thoughts re: insurance denials but thats not material to the $HIMS bull case so Ill leave the discussion there. Furthermore primary care is quantitatively easier to access in the US assuming good insurance. It is easier to get same day appointments. The $HIMS model has done exceptionally well amongst the group of people that have this level of coverage including for medications that insurance covers (such as GLP-1as) Many of the cosmetic verticals offered by HIMS are also not covered by"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948090904608121167) 2025-07-23 18:40:40 UTC 4498 followers, XX engagements "@Chiefer05 Its not the sole thing Im basing this off of- just the example I chose to use. This is not a move in any way suggesting that $AMD is overvalued or a bad company. Just that I think $ASML has less downside risk which is what I want at this moment in time"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948063471997993229) 2025-07-23 16:51:39 UTC 4546 followers, XXX engagements "Cash to an investor is like oxygen. You won't really notice when you have too much. But if you ever need it and there isn't enough it really hurts. I like to always give myself breathing room and ensure that I have some cash on hand"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947074092005273943) 2025-07-20 23:20:13 UTC 4485 followers, XXX engagements "@joecarlsonshow Tesla is getting to the point where they may not have the FCF to pull off their ambitions"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948389593981526423) 2025-07-24 14:27:33 UTC 4546 followers, 1463 engagements "@bjmtweets yeah this is just silly in my opinion I think $LMND and $OSCR will both do well long term due to the same core thesis- legacy insurance cannot compete with AI-powered insurance"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947952544095064250) 2025-07-23 09:30:52 UTC 4535 followers, XXX engagements "That is quantitatively untrue. The majority of the US population has good insurance coverage especially when you consider the sheer number of people that are covered by the VA and Medicare (both some of the best public run healthcare programs on earth). Further treatment denial happens all the time for cosmetic and other non-essential things in Europe. It often isnt case by case but the end result is the same- the appointments and medications arent covered"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948100715945340983) 2025-07-23 19:19:39 UTC 4520 followers, XX engagements "@elneneloco813 @YodaStockInvest Genuine question- why are you invested in $AMD then instead of $ASML If you owned XXX shares of $ASML and it moved up XX% youd make way more than if you owned XXX shares of $AMD"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948067880907551054) 2025-07-23 17:09:10 UTC 4515 followers, XXX engagements "Youre telling me that $UNH sold off due to fears of a DOJ probe And that theyre so sure theyre innocent that they called up the DOJ to cooperate right now and nip it in the bud AND theyre at a sub XX p/e I cannot get more bullish"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948384618794643573) 2025-07-24 14:07:47 UTC 4546 followers, 2905 engagements "@0xtechquity I like them but whats the disruption Theyre an online bank that executes well in several countries"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1946277668678467908) 2025-07-18 18:35:30 UTC 4546 followers, XX engagements "@amitisinvesting If $TSM is killing it and is expected to keep killing it How could $ASML possibly not do well The entire semi market feels deeply mispriced rn. $NVDA getting priced to perfection while $ASML $TSM $MU $AVGO $AMD all priced bearishly"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1945744719197405300) 2025-07-17 07:17:45 UTC 4494 followers, 1456 engagements "IMO kinda ridiculous This company is at a XX p/e despite being: -a monopoly in the world of EUV machines (requirement to make any AI chips) -a buyback MACHINE -a solid mix of big-ticket product and recurring revenue I think $AMD is better for pure upside but $ASML is better as a downside hedge"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948097762110877769) 2025-07-23 19:07:55 UTC 4512 followers, XXX engagements "@SandyK20646089 Medical loss ratio The percentage of total premiums thats paid out as claims"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947607096482271495) 2025-07-22 10:38:11 UTC 4510 followers, XXX engagements "$HIMS LOOKING LIKE ITS HIGH OFF ITS OWN SUPPLY"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948021831329308847) 2025-07-23 14:06:11 UTC 4545 followers, 3442 engagements "@elneneloco813 @FinThink3rs @YodaStockInvest I think youre misunderstanding something. If I invest $10K in $ASML and it moves up XX% Or If I invest $10K in $AMD and it moves up XX% I made $1K regardless of how many actual shares I own of the underlying companies"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948078130582741210) 2025-07-23 17:49:54 UTC 4503 followers, XX engagements "I had the worst case of food poisoning in my entire life today. Im sure the market was either up down or flat. I look forward to returning to commenting on these moves tomorrow"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947403432282796207) 2025-07-21 21:08:53 UTC 4525 followers, 2493 engagements "@GuyTalksFinance You cant make this determination for anyone without knowing their risk tolerance and desired returns. 50K is also a totally arbitrary number- why not more or less"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1947078077684895865) 2025-07-20 23:36:03 UTC 4513 followers, XXX engagements "@himshouse @ManOnThePen What happens to $HIMS if generic semaglutide becomes a reality in the US"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948391772138115219) 2025-07-24 14:36:12 UTC 4546 followers, 1178 engagements "Im still bullish as hell on $AMD Lisa Su is a generational CEO full stop. They just took XX% share in enterprise CPUs Their GPUs are set to overtake $NVDA for inference But I see less downside risk with $ASML and thats important in this market. I would rather go for the downside protection here"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948049723002085725) 2025-07-23 15:57:01 UTC 4546 followers, XXX engagements "@MacroAlf Stuff like this is meaningless if youre an American investor Who cares Inflation isnt measured by foreign exchange rates. If youre a non-US investor buying US equities ignore the above"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948403396626497970) 2025-07-24 15:22:23 UTC 4546 followers, 2472 engagements "@TheBrilliantBu1 I like the healthcare sector from here"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948787519757107302) 2025-07-25 16:48:46 UTC 4546 followers, XX engagements "@ZaStocks I think $TSLA stock remaining high was moreso the market being irrational for a very long period of time. Its set to rerate based on fundamentals especially since theyre running out of FCF to actually fund growth"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948171070264979620) 2025-07-23 23:59:13 UTC 4526 followers, XXX engagements "My view is that broadly the thesis of we will have more AI is a winning one From here $ASML is the lowest risk followed by $TSM followed by $GOOG/$AMZN/$MSFT followed by $NVDA/$AMD followed by neoclouds like $NBIS $IREN $CRWV Each level up has more potential returns to go with the higher downside risk. Only the neoclouds have any chance of going to X IMO"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948231209068200432) 2025-07-24 03:58:11 UTC 4525 followers, XXX engagements "$HIMS is expercing volatility due to reports that lawmakers want the FDA to crack down on compounded "fake" medication. My thoughts: 1- Compounded medications aren't fake medications. Its the exact same medication. 2- If lawmakers want the FDA to do something about compounded medications then lawmakers need to change the laws themselves. Siding with $NVO as it seeks to rip off our citizens over an american company would be a sad day for lawmakers (IMO) but they can't really ask the FDA to prosecute under the current regulations"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948783012734292109) 2025-07-25 16:30:51 UTC 4546 followers, XXX engagements "As the first move of my flight to safety given frothy economic conditions: I have sold out of $AMD to move the entire position to $ASML I remain incredibly bullish on $AMD. After being up anywhere from 50-70% in just a few months time it was tough to see this name do a 2X from here quickly. I still think theyll outperform but a P/E over XXX is a risk. $ASML is currently a stock drowning in fear and stands to benefit from the same AI tailwinds that are fueling $NVDA $AMD and $TSM. They have a monopoly. I think this is both a safer investment and one thats likely to do better over the next 1-2"  [@longoption](/creator/x/longoption) on [X](/post/tweet/1948047454315659540) 2025-07-23 15:48:00 UTC 4546 followers, 2785 engagements
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@longoption
"$UNH serving as a flight to safety Moving off of $OSCR pre-releasing earnings Or just market noise"
@longoption on X 2025-07-22 14:35:03 UTC 4544 followers, 2224 engagements
"@TradingThomas3 This would be fantastic to get the majority of the uncertainty out of the way Could the fed cut rates if tariff uncertainty fades" @longoption on X 2025-07-23 16:08:39 UTC 4545 followers, XXX engagements
"@riyadosofian Heres whats going to be fun: The people shorting $HIMS are as stupid as the people trying to squeeze it No ones going to back down. Everyone involved will triple down" @longoption on X 2025-07-24 12:14:42 UTC 4536 followers, XXX engagements
"@FredericLambert @aelluswamy Theyre not gonna retrofit anything" @longoption on X 2025-07-23 22:47:36 UTC 4528 followers, XXX engagements
"3- $SOFI Yes they're a bank so they provide saving/checkings accounts credit/debit cards and a brokerage. But did you know they also offer: - Insurance via "SoFi Protect" (through partners like $LMND) - stablecoin remittances - software for other banks (Galileo)" @longoption on X 2025-07-09 00:29:13 UTC 4525 followers, XXX engagements
"@elneneloco813 @FinThink3rs @YodaStockInvest Sure but its the same analysis with different percentages and timescales If I buy $10K worth of $AMD and it goes up XXX% over X years Or If I buy $10K worth of $ASML and it goes up XXX% over X years My gains were the same" @longoption on X 2025-07-23 18:24:28 UTC 4517 followers, XX engagements
"@RihardJarc If $GOOG is able to monetize AI search at similar rates The stock would blow past my bull case" @longoption on X 2025-07-22 14:38:37 UTC 4518 followers, XXX engagements
"@AverageDipBuyer What companies do you think they might be targetting" @longoption on X 2025-07-24 15:17:15 UTC 4545 followers, XXX engagements
"My price target for $TSLA is now $XX down from $XXX That represents a 50x p/e based on todays EPS print which while rich feels justified due to their investments in robotics the semi and energy" @longoption on X 2025-07-23 22:04:57 UTC 4531 followers, 1141 engagements
"Its a HIGHLY risky strategy that I dont think is appropriate for XXXXXXX% of investors. I dont do it I dont recommend it. But a sophisticated investor wouldve milked way more than X% from this trade" @longoption on X 2025-07-21 01:35:17 UTC 4510 followers, XXX engagements
"@matamcalls @MacroAlf That is measured by CPI" @longoption on X 2025-07-24 18:29:31 UTC 4545 followers, XXX engagements
"@StealthQE4 We gotta wait to see what the CPI print looks like imo" @longoption on X 2025-07-24 14:30:13 UTC 4541 followers, XXX engagements
"@rafffathechosen @SNerd2448253 @joecarlsonshow correct $GOOG makes 100B PROFIT per year. Gonna be a lot easier to scale Waymo than Teslas robotaxi" @longoption on X 2025-07-24 14:54:51 UTC 4542 followers, XX engagements
"@StockSavvyShay One or two of these names might deliver insane returns But the overwhelming majority of the contracts will go $RTX $LMT $BA and other military mega-contractors Important to pick according to your risk tolerance" @longoption on X 2025-07-17 07:10:22 UTC 4521 followers, XXX engagements
"Since X is now catching up to $OSCR and $AMD What is the next play to have on your watch list" @longoption on X 2025-06-18 12:11:47 UTC 4494 followers, 173.5K engagements
"@mvcinvesting @FrameworkWisely Love it Clickhouse is a monster" @longoption on X 2025-07-18 06:52:29 UTC 4531 followers, XXX engagements
"@TheValueTrade Personally I would look at selling out of: $ABCL $ASTS $IREN $NIO" @longoption on X 2025-07-23 01:15:48 UTC 4528 followers, 1042 engagements
"$ASML quietly upgraded from a hold to a BUY by New Street. The analyst Pierre Ferragu is one of the best in the business" @longoption on X 2025-07-24 18:46:31 UTC 4546 followers, 3389 engagements
"@brandonlbonomo This isnt that surprising to me $CMG same store sales falling means that the consumer might be weaker/less willing to eat at fast casual than expected same store sales was already a problem for $SG and the street thinks it might get worse not better" @longoption on X 2025-07-24 13:52:08 UTC 4536 followers, XXX engagements
"@DeepIceValue It is expected that $UNH is deploying about 1.5B PER MONTH in share buybacks. That's about a X% buyback yield over the course of the year (could accelerate further) PLUS a X% dividend yield. Even if this stock doesn't re-rate the bear case is XX% growth" @longoption on X 2025-07-23 09:03:23 UTC 4532 followers, XXX engagements
"@YodaStockInvest I know 😠I still love the company but this is more about protection against a market downturn than it is about losing faith I still think $AMD does incredibly well from here and would rotate back into $AMD if the market pulled back" @longoption on X 2025-07-23 16:21:15 UTC 4515 followers, XXX engagements
"@Speculator_io The exception to this rule: when youre dealing with a leadership team that knows how to beat the leader When Lisa Su took over it was $INTC $AMD itll soon be $AMD $NVDA too and everyone will be chasing them" @longoption on X 2025-07-21 03:16:52 UTC 4488 followers, 1592 engagements
"Remember when an entirely different bank caused a drop in $JPM Today were seeing an entirely different insurance company cause a drop in $UNH" @longoption on X 2025-07-17 14:18:53 UTC 4506 followers, 1436 engagements
"FinX still loves $ZETA My initial concerns with this name (namely a lawsuit filed against them alleging round tripping revenue to put up inflated numbers) mightve been too harsh. I need to look at this name with fresh eyes" @longoption on X 2025-07-18 07:38:08 UTC 4531 followers, 3571 engagements
"Just buy the best. If you want to invest in space buy $RKLB and $ASTS if you want to invest in fintech buy $HOOD and $SOFI if you want to invest in data centers buy $CRWV and $NBIS if you want to invest in restaurants buy $CAVA and $CAKE If you want to invest in health insurance buy $UNH and $OSCR Keep it simple" @longoption on X 2025-07-03 13:32:23 UTC 4546 followers, 136.3K engagements
"@StonkChris Zero risk is always tough to say But at $8/share of just dividends its tough to see much more downside for this name over the next X quarters or so" @longoption on X 2025-07-24 02:19:34 UTC 4546 followers, 3950 engagements
"@thegrowthplay Based on the earnings today mightve been $CMG haha" @longoption on X 2025-07-23 22:35:40 UTC 4512 followers, XX engagements
"You dont allocate to positions by buying a certain number of shares. You allocate to positions by allocating a certain amount of money. If I have 10K in ANY stock and it moves up XX% thats 10%. I dont care how many shares that is. What youre saying is if you invest more money the same percent move upwards will make you more money. The investor whos going to buy XXX shares of $ASML at $XXX a share wouldnt buy XXX shares of $AMD at $XXX a share theyd buy about XXX shares to come out to the same cost as the $ASML shares" @longoption on X 2025-07-23 17:05:56 UTC 4546 followers, XX engagements
"Current stocks Id be buying if you held a gun to my head and forced me to buy something: Low risk: $AMZN $UNH Medium risk: $AMD $CAVA High risk: $HIMS $OSCR" @longoption on X 2025-07-22 14:26:40 UTC 4521 followers, 4822 engagements
"@elneneloco813 @YodaStockInvest The number of shares you own doesnt matter. Percentage gain is what matters" @longoption on X 2025-07-23 17:00:38 UTC 4515 followers, XX engagements
"Respectfully- I dont think your math is right here. If you invest any amount of money into any name then the number of shares you own doesnt matter. The percentage move is all that matters. Whether you own 10K shares at $X each or X share at $10K each your investment will move with the PERCENTAGE move of the stock. Share counts are irrelevant" @longoption on X 2025-07-23 17:12:31 UTC 4546 followers, XX engagements
"@alc2022 My guess is $LMND This fits the Antonio schema: - no real competitors - scalable as all hell - network effects - uses technology - excellent leadership" @longoption on X 2025-07-20 13:10:46 UTC 4513 followers, 3047 engagements
"@j_3093 I like $HIMS as a long term hold and dont anticipate selling out. In particular I dont see another way to benefit from $HIMS. Meanwhile the same tailwind that made me bullish on $AMD (AI) also applies to $NVDA $TSM $ASML $GOOG and many others" @longoption on X 2025-07-23 17:47:13 UTC 4546 followers, XXX engagements
"This day is a bad day to be a health insurance investor But I continue to believe that the coming year is a great year to be a health insurance investor. $UNH $OSCR $CNC" @longoption on X 2025-07-24 18:27:41 UTC 4546 followers, 4813 engagements
"I guess what Im confused about is this: What is the difference between you versus someone with excellent insurance in the US $HIMS has shown explosive growth amongst the segment of the population that has access to the same prescription medications they serve for cheaper prices through their insurance and local pharmacies. I dont see that changing in Europe" @longoption on X 2025-07-23 19:09:57 UTC 4503 followers, XX engagements
"@Richard_X_Roe I only learned more about the name recently Im waiting for them to ramp production before Id consider a position" @longoption on X 2025-07-14 09:23:50 UTC 4492 followers, XX engagements
"@TheLongInvest $UNH dip buyers when we hit $XXX again" @longoption on X 2025-07-23 14:51:55 UTC 4546 followers, 9026 engagements
"@AutismCapital This is my main issue with ChatGPT that I hope gets fixed as they continue to tweak the model- it is too eager to agree with the user. I like "Monday" for this" @longoption on X 2025-07-20 05:27:44 UTC 4488 followers, 3819 engagements
"Im sold that seed oils alone are the sole driver of determining how healthy something is. If we look at dietary studies Mediterranean diets routinely outperform every other diet. $CAVA bulls would argue that this makes their restaurant the healthiest. Theres similar arguments you could make for $CMG or $SHAK The reality is that these four do NOT compete with one another. The person who eats at $SG also eats at $SG and $SHAK and $CMG. instead the goal is to convert as many people as possible from being $MCD people to being healthy consumers instead" @longoption on X 2025-07-17 14:02:15 UTC 4492 followers, XXX engagements
"@TacticzH Mostly a joking post given $AMD and $ASML price action today" @longoption on X 2025-07-25 14:17:40 UTC 4546 followers, XXX engagements
"Heres the core trade for retail over the next XXX years: Wall Street doesnt understand Trump. They take everything as a literal worst case scenario. We saw it first with tariffs where institutions sold off like CRAZY over fears that were obviously silly at the time. We are seeing it now with insurance companies- a move to cut Medicaid has slashed prices by massive amounts totally out of line with the material impact. There will be more" @longoption on X 2025-07-18 01:09:30 UTC 4510 followers, XXX engagements
"I love this post I think theres a lot of activities like this that can make you a better investor over time (Ive talked about how gardening has done this for me) Its worth noting that you do also need to just invest and make a few mistakes to become a better investor too Mainly saying this for investing beginners- nothing beats the real thing" @longoption on X 2025-07-24 12:16:44 UTC 4537 followers, XXX engagements
"@YodaStockInvest @BolmanRicky $ASML looked just way too juicy after that drop" @longoption on X 2025-07-23 16:48:39 UTC 4505 followers, XXX engagements
"@amitisinvesting All roads lead back to $TSM and $ASML" @longoption on X 2025-07-24 18:34:13 UTC 4545 followers, XXX engagements
"If youre worried about regulatory concerns with $UNH remember: Congress bought this dip HEAVILY. If youre worried about concerns with fraud or the core business remember: insiders bought this dip HEAVILY. the signals are clear" @longoption on X 2025-07-17 18:38:21 UTC 4546 followers, 31.8K engagements
"Stocks that are poised to disrupt: Healthcare: $HIMS $OSCR $TEM Banking/finance: $SOFI $HOOD $COIN Insurance: $LMND $ROOT $OSCR marketplaces: $CVNA $OPEN Self driving: $GOOG $TSLA $NBIS" @longoption on X 2025-07-18 13:10:26 UTC 4528 followers, 3815 engagements
"@jrouldz When the tide is high everyone wants to go skinny dipping with Sydney Sweeney When the tide goes out you find out whos been swimming naked 😉" @longoption on X 2025-07-24 14:03:28 UTC 4545 followers, XXX engagements
"@joecarlsonshow Presumably over increased Capex" @longoption on X 2025-07-23 20:30:48 UTC 4531 followers, 1327 engagements
"@elneneloco813 @YodaStockInvest Why would share price matter here $ASML is better protected in a downturn because theyre less of a growth business- their bull case is that theyre essentially a monopoly that can charge whatever it wants to allow fabs like $TSM $MU and others to make next gen chips" @longoption on X 2025-07-23 16:56:40 UTC 4546 followers, XXX engagements
"@joecarlsonshow $GOOG is spectacular But Im excited for $AMZN to remind everyone who the king of the cloud really is 😉" @longoption on X 2025-07-23 21:51:19 UTC 4545 followers, 1567 engagements
"@KabraxFX I like $CAVA the most as an investment But the growth of these chains is a clear trend away from the old guards of fast food. IMO the competition isnt shake shack and sweetgreen- its a culture of eating garbage" @longoption on X 2025-07-17 13:54:44 UTC 4528 followers, XXX engagements
"4- $AMD Most people know that AMD makes CPUs GPUs and has a gaming business. But did you know that they are also one of the biggest manufacturers of: -FPGAs via their Xilinx acquisition -DPUs via their pensando acquisition FPGAs are chips that can be reprogrammed to do special tasks very fast (as opposed to CPUs which have a fixed logic and cannot be reprogrammed) while DPUs are chips that enable fast networking and security" @longoption on X 2025-07-09 00:29:14 UTC 4525 followers, XXX engagements
"@NighthawkTradez Youre missing something: The facilities are all domestic so $HIMS is immune to any potential pharma tariffs. All of big pharma is heavily exposed" @longoption on X 2025-07-24 00:40:04 UTC 4526 followers, XXX engagements
"@thegrowthplay @DeepIceValue P/e is a good summary stat here but the entire financial picture looks good Realistically there has been X impact to income that could justify a XX% drop Youre going to see a lot of sentiment driven by price action" @longoption on X 2025-07-25 11:38:36 UTC 4544 followers, XX engagements
"@bdinvestingg Just posted about $ASML's upgrade to a buy today by new street" @longoption on X 2025-07-24 18:46:54 UTC 4546 followers, XXX engagements
"Theres two pieces to these $OSCR earnings. 1- increased revenue from roughly 12-13 B. This to me shows that the business is growing even faster than projected. I wouldnt be surprised if they beat 26/27 guidance. 2- increased MLR to the high 80s. This is in my opinion a blip thats affecting the entire industry right now. $OSCR has a platform that has demonstrated itself capable of generating a very low MLR and I expect them to get back to that. Its Im not personally that concerned about a 100M loss- really small in the grand scheme of things. Worth emphasizing that this is my opinion. I like" @longoption on X 2025-07-23 01:38:25 UTC 4528 followers, 1693 engagements
"My take: $CAVA has demonstrated stronger SSS than Chipotle so I am not worried about their SSS based on $CMGs report. IMO it seems that getting people to try Cava is the customer acquisition barrier but once they try it retention is high. $CMG and $SG also definitely share the same consumer. Both are seen as healthier fast casual options to get bowls/salads. If youre at an office both are totally options to go get lunch" @longoption on X 2025-07-24 13:59:11 UTC 4545 followers, XXX engagements
"@GAndersonTrades Just in the sense that the underlying percent move was small For context- imagine if youd said I think health insurance is going to face headwinds and that healthcare outside of insurance will do well and gone long $HIMS and short $UNH in April" @longoption on X 2025-07-21 02:00:34 UTC 4546 followers, XXX engagements
"@elneneloco813 @YodaStockInvest Stock price doesnt matter. Only percentage move does. I believe that in a downturn $AMD would fall more than $ASML" @longoption on X 2025-07-23 16:59:48 UTC 4546 followers, XX engagements
"@TheEUInvestor They're buying back shares at an insane clip. If i were looking to buy anything right now $ASML would be at the top of the list" @longoption on X 2025-07-23 09:48:37 UTC 4544 followers, XXX engagements
"@Mr_Derivatives I think $GOOG deserves it based on earnings $AAPL doesnt" @longoption on X 2025-07-24 12:11:57 UTC 4545 followers, XXX engagements
"@Mr_Derivatives Feels pretty obvious what happens next" @longoption on X 2025-07-23 16:13:18 UTC 4546 followers, 1443 engagements
"@HyperTechInvest $IRENs competition is realistically $OKLO more than it is $NBIS" @longoption on X 2025-07-24 12:05:09 UTC 4544 followers, XXX engagements
"@NetWorthNotes Market has already priced in the worst case but is forgetting that things will turn around within X months at the latest" @longoption on X 2025-07-23 03:39:45 UTC 4502 followers, XX engagements
"Mike Pomeo's weight loss is incredible. This is literally a different human. We're going to see way more cases like this in the coming years thanks to Ozempic and other GLP-1s" @longoption on X 2025-07-20 06:57:53 UTC 4546 followers, 1912 engagements
"@DeepIceValue Accumulating under $XXX is going to make a lot of folks a lot of money" @longoption on X 2025-07-23 01:12:26 UTC 4534 followers, XXX engagements
"@NighthawkTradez @SofiaVergara Cant be posting photos like this You might. uh interfere with one of the verticals" @longoption on X 2025-07-23 16:57:38 UTC 4546 followers, XXX engagements
"@bleacherbum23 @Lgbeano You know what would be an insane bull case If $ENVX makes the batteries for the rumored iPhone air" @longoption on X 2025-07-23 21:45:42 UTC 4526 followers, XXX engagements
"$AMD and $NVDA will not be competing with each other for much longer. Theyll both be competing against TPUs" @longoption on X 2025-07-24 14:42:04 UTC 4545 followers, 1350 engagements
"@realroseceline Thats awful Growth has been stagnant for years and theres no clear plan to fix it" @longoption on X 2025-07-24 00:23:43 UTC 4528 followers, XXX engagements
"What's the best opportunity you're seeing in the market right now" @longoption on X 2025-07-13 14:34:09 UTC 4545 followers, 6856 engagements
"Im glad people made gains I am always rooting for the retail investor. Im bearish on the stock but I dont short stocks and I hope that Im wrong + people make money by investing in the name (hopefully more retail than institutions). Im just not a fan of a company like AT&T shilling a stock via a corporate account- kind of a weird look in my opinion" @longoption on X 2025-07-23 15:26:01 UTC 4521 followers, XX engagements
"Its fun to dunk (heh) on WNBA players for wanting to be paid more and you may or may not believe they should be paid more. But the idea that the profitability of the business matters is silly. Would you argue that the engineers at $SNOW dont deserve to be paid what they are paid because of the profitability of the enterprise If anyone deserves to lose money due to low profitability its management" @longoption on X 2025-07-20 13:14:22 UTC 4494 followers, XXX engagements
"@Ze1ooooo Crazy that owning the shares and being bullish are different levels But with $TSLA thats really how it be" @longoption on X 2025-07-23 22:44:10 UTC 4525 followers, XXX engagements
"@alc2022 Oh boy I cant wait to see the reaction from $DLO bulls" @longoption on X 2025-07-21 01:21:10 UTC 4497 followers, 1108 engagements
"Idk who needs to hear this But the Mag7 isnt a set of safe stocks. Its a picks and shovels play. In a true recession no one wants picks or shovels. No ones even digging. And no ones buying cars or expensive laptops either. $AAPL $AMZN $GOOGL $MSFT $META $TSLA $NVDA" @longoption on X 2025-07-22 09:05:14 UTC 4510 followers, XXX engagements
"$TSLA used to deserve to trade at a huge premium to its valuation because Elon was leading the company. Since then: -Elons stopped focusing on Tesla and spends all day doing literally anything else - Elons personal brand has become polarizing and toxic to the general public This is a stock that deserves to rerate" @longoption on X 2025-07-24 00:38:57 UTC 4531 followers, XXX engagements
"@elneneloco813 @YodaStockInvest Precisely. You would buy what you can afford. You wouldnt put in 70K. Youd put in 15K and get fewer shares. The percentage move would determine the outcome of your investments" @longoption on X 2025-07-23 17:13:17 UTC 4488 followers, XX engagements
"@BirdNLionInvest I believe it is due to them confirming that theyre working with the DOJ on various charges" @longoption on X 2025-07-24 13:47:15 UTC 4546 followers, XX engagements
"$ADBE will go to zero from here. No one is going to keep paying for their expensive software in the world of AI. Tell me why Im wrong" @longoption on X 2025-07-16 20:31:14 UTC 4525 followers, 1758 engagements
"The bull case for private equity is that they can make healthcare more efficient. In reality healthcare is largely inefficient because of the regulations. If you don't change those regulations then any 'efficiencies' come from some combination of spending less time with patients + billing patients more both of which are bad for outcomes" @longoption on X 2025-07-23 09:28:54 UTC 4531 followers, XX engagements
"Over the past twenty years we had fast food that was awful for you- McDonalds Wendys and BK. I think over the next twenty years the face of fast food changes to $CMG $CAVA $SHAK $SG. These are companies that still taste great but now are good for you too" @longoption on X 2025-07-17 13:25:44 UTC 4525 followers, 1323 engagements
"@joecarlsonshow Moving to stable profitable compounding machines is the move here" @longoption on X 2025-07-23 16:12:33 UTC 4545 followers, 3438 engagements
"@futurelaab People in the US with insurance have equal if not better access to primary care than people in Europe. The model isnt based around fighting to be the cheapest solution. It is based around being the easiest one and thus far consumers are willing to pay for the convenience" @longoption on X 2025-07-23 18:21:11 UTC 4497 followers, XX engagements
"@TRADESTERJJ $SOFI would be putting up a XX cent annulized run rate EPS thereby trading at an XX p/e (at $20/share) Whether this is expensive or cheap is basically the lithmus test for how much growth you expect from them" @longoption on X 2025-07-23 09:18:03 UTC 4531 followers, XX engagements
"$AMD can take XX% market share in three years" @longoption on X 2025-07-20 01:45:49 UTC 4542 followers, 2506 engagements
"@BirdNLionInvest Itll take earnings to move it" @longoption on X 2025-07-24 12:10:21 UTC 4535 followers, XX engagements
"How has this new Tea App not already had a million lawsuits filed against it Seems like lawyers must be salivating" @longoption on X 2025-07-25 05:47:21 UTC 4546 followers, XXX engagements
"Right now I would pick: $UNH over $ELV $OSCR over $HIMS $LMND over $ROOT $CAVA over $SG $ASML over $TSM $SOFI over $NU $DASH over $GRAB $LYFT over $UBER $AMD over $NVDA Agree" @longoption on X 2025-07-20 13:22:04 UTC 4528 followers, 17.2K engagements
"Hims isnt operating in any vertical that would be even close to qualifying as life saving care. I have thoughts re: insurance denials but thats not material to the $HIMS bull case so Ill leave the discussion there. Furthermore primary care is quantitatively easier to access in the US assuming good insurance. It is easier to get same day appointments. The $HIMS model has done exceptionally well amongst the group of people that have this level of coverage including for medications that insurance covers (such as GLP-1as) Many of the cosmetic verticals offered by HIMS are also not covered by" @longoption on X 2025-07-23 18:40:40 UTC 4498 followers, XX engagements
"@Chiefer05 Its not the sole thing Im basing this off of- just the example I chose to use. This is not a move in any way suggesting that $AMD is overvalued or a bad company. Just that I think $ASML has less downside risk which is what I want at this moment in time" @longoption on X 2025-07-23 16:51:39 UTC 4546 followers, XXX engagements
"Cash to an investor is like oxygen. You won't really notice when you have too much. But if you ever need it and there isn't enough it really hurts. I like to always give myself breathing room and ensure that I have some cash on hand" @longoption on X 2025-07-20 23:20:13 UTC 4485 followers, XXX engagements
"@joecarlsonshow Tesla is getting to the point where they may not have the FCF to pull off their ambitions" @longoption on X 2025-07-24 14:27:33 UTC 4546 followers, 1463 engagements
"@bjmtweets yeah this is just silly in my opinion I think $LMND and $OSCR will both do well long term due to the same core thesis- legacy insurance cannot compete with AI-powered insurance" @longoption on X 2025-07-23 09:30:52 UTC 4535 followers, XXX engagements
"That is quantitatively untrue. The majority of the US population has good insurance coverage especially when you consider the sheer number of people that are covered by the VA and Medicare (both some of the best public run healthcare programs on earth). Further treatment denial happens all the time for cosmetic and other non-essential things in Europe. It often isnt case by case but the end result is the same- the appointments and medications arent covered" @longoption on X 2025-07-23 19:19:39 UTC 4520 followers, XX engagements
"@elneneloco813 @YodaStockInvest Genuine question- why are you invested in $AMD then instead of $ASML If you owned XXX shares of $ASML and it moved up XX% youd make way more than if you owned XXX shares of $AMD" @longoption on X 2025-07-23 17:09:10 UTC 4515 followers, XXX engagements
"Youre telling me that $UNH sold off due to fears of a DOJ probe And that theyre so sure theyre innocent that they called up the DOJ to cooperate right now and nip it in the bud AND theyre at a sub XX p/e I cannot get more bullish" @longoption on X 2025-07-24 14:07:47 UTC 4546 followers, 2905 engagements
"@0xtechquity I like them but whats the disruption Theyre an online bank that executes well in several countries" @longoption on X 2025-07-18 18:35:30 UTC 4546 followers, XX engagements
"@amitisinvesting If $TSM is killing it and is expected to keep killing it How could $ASML possibly not do well The entire semi market feels deeply mispriced rn. $NVDA getting priced to perfection while $ASML $TSM $MU $AVGO $AMD all priced bearishly" @longoption on X 2025-07-17 07:17:45 UTC 4494 followers, 1456 engagements
"IMO kinda ridiculous This company is at a XX p/e despite being: -a monopoly in the world of EUV machines (requirement to make any AI chips) -a buyback MACHINE -a solid mix of big-ticket product and recurring revenue I think $AMD is better for pure upside but $ASML is better as a downside hedge" @longoption on X 2025-07-23 19:07:55 UTC 4512 followers, XXX engagements
"@SandyK20646089 Medical loss ratio The percentage of total premiums thats paid out as claims" @longoption on X 2025-07-22 10:38:11 UTC 4510 followers, XXX engagements
"$HIMS LOOKING LIKE ITS HIGH OFF ITS OWN SUPPLY" @longoption on X 2025-07-23 14:06:11 UTC 4545 followers, 3442 engagements
"@elneneloco813 @FinThink3rs @YodaStockInvest I think youre misunderstanding something. If I invest $10K in $ASML and it moves up XX% Or If I invest $10K in $AMD and it moves up XX% I made $1K regardless of how many actual shares I own of the underlying companies" @longoption on X 2025-07-23 17:49:54 UTC 4503 followers, XX engagements
"I had the worst case of food poisoning in my entire life today. Im sure the market was either up down or flat. I look forward to returning to commenting on these moves tomorrow" @longoption on X 2025-07-21 21:08:53 UTC 4525 followers, 2493 engagements
"@GuyTalksFinance You cant make this determination for anyone without knowing their risk tolerance and desired returns. 50K is also a totally arbitrary number- why not more or less" @longoption on X 2025-07-20 23:36:03 UTC 4513 followers, XXX engagements
"@himshouse @ManOnThePen What happens to $HIMS if generic semaglutide becomes a reality in the US" @longoption on X 2025-07-24 14:36:12 UTC 4546 followers, 1178 engagements
"Im still bullish as hell on $AMD Lisa Su is a generational CEO full stop. They just took XX% share in enterprise CPUs Their GPUs are set to overtake $NVDA for inference But I see less downside risk with $ASML and thats important in this market. I would rather go for the downside protection here" @longoption on X 2025-07-23 15:57:01 UTC 4546 followers, XXX engagements
"@MacroAlf Stuff like this is meaningless if youre an American investor Who cares Inflation isnt measured by foreign exchange rates. If youre a non-US investor buying US equities ignore the above" @longoption on X 2025-07-24 15:22:23 UTC 4546 followers, 2472 engagements
"@TheBrilliantBu1 I like the healthcare sector from here" @longoption on X 2025-07-25 16:48:46 UTC 4546 followers, XX engagements
"@ZaStocks I think $TSLA stock remaining high was moreso the market being irrational for a very long period of time. Its set to rerate based on fundamentals especially since theyre running out of FCF to actually fund growth" @longoption on X 2025-07-23 23:59:13 UTC 4526 followers, XXX engagements
"My view is that broadly the thesis of we will have more AI is a winning one From here $ASML is the lowest risk followed by $TSM followed by $GOOG/$AMZN/$MSFT followed by $NVDA/$AMD followed by neoclouds like $NBIS $IREN $CRWV Each level up has more potential returns to go with the higher downside risk. Only the neoclouds have any chance of going to X IMO" @longoption on X 2025-07-24 03:58:11 UTC 4525 followers, XXX engagements
"$HIMS is expercing volatility due to reports that lawmakers want the FDA to crack down on compounded "fake" medication. My thoughts: 1- Compounded medications aren't fake medications. Its the exact same medication. 2- If lawmakers want the FDA to do something about compounded medications then lawmakers need to change the laws themselves. Siding with $NVO as it seeks to rip off our citizens over an american company would be a sad day for lawmakers (IMO) but they can't really ask the FDA to prosecute under the current regulations" @longoption on X 2025-07-25 16:30:51 UTC 4546 followers, XXX engagements
"As the first move of my flight to safety given frothy economic conditions: I have sold out of $AMD to move the entire position to $ASML I remain incredibly bullish on $AMD. After being up anywhere from 50-70% in just a few months time it was tough to see this name do a 2X from here quickly. I still think theyll outperform but a P/E over XXX is a risk. $ASML is currently a stock drowning in fear and stands to benefit from the same AI tailwinds that are fueling $NVDA $AMD and $TSM. They have a monopoly. I think this is both a safer investment and one thats likely to do better over the next 1-2" @longoption on X 2025-07-23 15:48:00 UTC 4546 followers, 2785 engagements