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[@TheRealBirnbaum](/creator/twitter/TheRealBirnbaum)
"Thank you to the morons who sold $HIMS because of eye emojis. Connected over $12k in premiums. Im immensely thankful for all the glorified traders out there who emotionally cant handle focusing on FCF/share growth. The fundamentals make it clear that $HIMS will compound faster than almost any other company in the market"  
[X Link](https://x.com/TheRealBirnbaum/status/1979289103251251617) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-17T20:51Z 1756 followers, 3680 engagements


"I personally dont invest that way. I dont try to time the market at all. If it falls I buy more. Timing the market is a suckers game. Out of every XXX people who say they do it successfully maybe one does and to a far lesser extent than theyd admit. Its mathematically impossible to time the market. It moves too slowly and with far too many variables. Greenspan called irrational exuberance in 1996. The next year he was on the bull train. Druckenmiller shorted dotcoms all the way through 1999. Then he switched to long and got railed with a double crash. On top of all this you need to overcome"  
[X Link](https://x.com/TheRealBirnbaum/status/1979402674542977317) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-18T04:22Z 1754 followers, XXX engagements


"Yesterday I shared my progress in business and investing via the growth of my net worth over the past five years. Id be remiss if I didnt explicitly mention the impact @alc2022 has had on my journey. We bonded initially over shared views on a several stocks namely $SPOT $PLTR and $AMD. More than serendipitous it was indicative of a similar perspective on what types of businesses drive the biggest returns. But Antonio has taken this so much further building a framework that proves why these companies outperform. He uses the same principles that these businesses employ to compound capital to"  
[X Link](https://x.com/TheRealBirnbaum/status/1974852106461786555) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-05T15:00Z 1745 followers, 41.6K engagements


"When Darnton speaks I listen. I also bought $DUOL this year. Very bullish"  
[X Link](https://x.com/TheRealBirnbaum/status/1977512465937404364) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-12T23:11Z 1745 followers, 7518 engagements


"I also own $PYPL and in larger size. I dont know if its cheaper. Thats a loaded distinction depending on a lot of variables. $RELY is growing much faster and has a longer runway in their core business. However$PYPL is working on an ad business. Mark Grether helped build $AMZN ads and then led the entire ad effort at $UBER which now has a billion dollar ad business. $PYPL is probably cheaper considering all the variables but $RELY s path is a little clearer since their niche is growing so quickly"  
[X Link](https://x.com/TheRealBirnbaum/status/1977949513630323145) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-14T04:08Z 1746 followers, XXX engagements


"The people calling Dudums tweet response to @alc2022 cringe (ahem @amitisinvesting) are the same people who were bearish or not positive on $HIMS. Having some fun isnt cringe it. Hes been growing his business at 90%. Get a life. Youre just projecting without realizing"  
[X Link](https://x.com/TheRealBirnbaum/status/1978886278654390755) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-16T18:10Z 1745 followers, 7598 engagements


"@danielisdizzy The market really hates $ROOT. Im still suspicious until proven otherwise holding a small position"  
[X Link](https://x.com/TheRealBirnbaum/status/1978907834533228782) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-16T19:36Z 1745 followers, XXX engagements


"How is this a problem Honestly This has absolutely nothing to do with the company or its fundamentals. Zero. This is dogma the single worst trait in not only investing but potentially life"  
[X Link](https://x.com/TheRealBirnbaum/status/1978931857489121474) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-16T21:11Z 1744 followers, 3800 engagements


"@ArcheValuesX @pepemoonboy LOL"  
[X Link](https://x.com/TheRealBirnbaum/status/1979220542294053319) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-17T16:18Z 1745 followers, XXX engagements


"I want everyone whos bearish on $HIMS which is XX% of Xto really absorb this moment. They just launched a new vertical thats projected to hit $1B. And youre talking about eye emojis. These are absolute garbage investors. This shakeout is tremendous for the stock and I see is hitting $XXX within a year or two"  
[X Link](https://x.com/TheRealBirnbaum/status/1979244789926130076) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-17T17:55Z 1745 followers, 21K engagements


"Ive said it before and Ill say it again: The worst trait you can retain as an investor or a person generally is dogma. Example: I was bearish on $GOOGL as late as last year. I felt that ChatGPT posed a serious threat to their core search business. While I dont discount this possibility I remained open to the possibility that I was wrong. I ignored the anecdotes pouring out of CNBC Barrons and right here on X about how no one was using Google anymore or how the searches had all become fake. As I always do I leveraged this wide disconnect between sentiment and reality to invest in Google at the"  
[X Link](https://x.com/TheRealBirnbaum/status/1980042720459559053) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-19T22:45Z 1755 followers, XXX engagements


"Reading Lessons from Titans by the founders of @MeliusResearch. Fascinating how they note how much can change in a year. Book starts with the rise and fall of GE then later discusses Danahers operating excellencethen only 2-3 years after publication the legendary Larry Culp of Danaher turns GE back around yet again in what might be the most improbable turnaround this century"  
[X Link](https://x.com/TheRealBirnbaum/status/1972406464477045037) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-09-28T21:02Z 1751 followers, XXX engagements


"Its perfectly ironic how folks are coming for @alc2022 on $DUOL. His framework illustrates how narratives and sentiment drive price in the short term and that they represent opportune moments to buy. They are proving his point for him. They cant come for him on anything else because hes dominating too much so they need to cherry-pick on price action like always. First $TSLA was a car company Then $PLTR was a consulting company Then $SPOT was going to be eaten by $AMZN and $AAPL Then $AMD was an Advanced Money Destroyer Then $HIMS was a dick pill and GLP companyand would be eaten by $AMZN Now"  
[X Link](https://x.com/TheRealBirnbaum/status/1975563520499474920) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-07T14:07Z 1751 followers, 17.3K engagements


"@Warrenn_Buffe Thats true but not entirely relevant to bubbles. Bubbles are dependent on sentiment. Except theyre dependent on euphoric sentiment. If half the market thinks were in a bubble and is cautious or bearish we cant be in a bubble. Its literally impossible"  
[X Link](https://x.com/TheRealBirnbaum/status/1979181508049920211) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-17T13:43Z 1748 followers, XXX engagements


"This is how you dont invest"  
[X Link](https://x.com/TheRealBirnbaum/status/1979180083987239120) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-17T13:37Z 1755 followers, 162.9K engagements


"Incredibly bullish for $HIMS. The most disruptive and successful businesses are also the most hated early in their life cycle. The horde of mids just fall into the black hole of sentiment. $HIMS is basically $AMZN XX years ago when they were first really branching out from books. Everyones chasing GLP (books) numbers calling them unethical (Amazon taking out publishers) and completely missing the point (e-commerce AWS advertising)"  
[X Link](https://x.com/TheRealBirnbaum/status/1979397574214746611) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-18T04:02Z 1756 followers, 17.8K engagements


"Its literally impossible to say its a fact. Your skewed and likely personal math makes it clear that you made poor decisions and are projecting. I own multiple properties and am doing very well. This isnt to say others should but being dogmatic and saying they shouldnt based on emotional assumptions is irresponsible to say the least. There are too many ways to refute your post. Ill just choose a few: X. First time buyers put X% down. Dont act like you start with 20%. X. Once you buy that first home you start building equity move up the income ladder and can afford the next. X. Outlays on the"  
[X Link](https://x.com/TheRealBirnbaum/status/1979565460841714102) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-18T15:09Z 1756 followers, 2744 engagements


"Youre right no world class business has ever experienced growth cycles. Probably time to sell. Or they told you on the earnings call repeatedly that they were purposefully reorienting their core sexual health offering to an older demographic and we would see softness. And they still crushed it. If you dont do the work you wont reap the rewards"  
[X Link](https://x.com/TheRealBirnbaum/status/1980043375652024465) [@TheRealBirnbaum](/creator/x/TheRealBirnbaum) 2025-10-19T22:48Z 1756 followers, XXX engagements