[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.] [@TeleHInvesting](/creator/twitter/TeleHInvesting) "$UBER giving you a preview of what the next two years is going to look like for $LYFT. $LYFT operates with higher gross margins than $UBER and is just turning profitable. Check the chart of when $UBER started turning profitable. Full post coming on why $LYFT may be the best opportunity in the market right now from a fundamental and technical standpoint"  [@TeleHInvesting](/creator/x/TeleHInvesting) on [X](/post/tweet/1946058127012683888) 2025-07-18 04:03:08 UTC XXX followers, 3039 engagements "Completely agree $UBER deserves a higher multiple but I believe they deserve roughly a 2X multiple to $LYFT. I think we see multiple expansion in $LYFT as their P/E figures normalize this year. SBC has been on a massive decline R&D has been declining and CAPEX has been minimal. They are entering the time period of shareholder value creation/margin optimization. I think it is pretty amazing that they are still a double digit grower while entering this phase. The CEO's investments have been minor but he still is putting money into the stock while it was in the 18's. When they announced an"  [@TeleHInvesting](/creator/x/TeleHInvesting) on [X](/post/tweet/1947083732047049053) 2025-07-20 23:58:31 UTC XXX followers, XX engagements "$UBER has already optimized its net income and has a net margin in the mid 20's. $LYFT on the other hand is operating at a .95% net margin and is just shifting to margin optimization. That being said $UBER trades at a 4X premium to $LYFT regarding P/S & P/FCF ratios. The company has started using their FCF to repurchase shares. This means they will be buying back 12-15% of their stock annually if the price stays flat. Institutional ownership is sitting at an all time highs (86%) and the CEO is buying stock with his own money quarterly. It is easy to get frustrated when a stock isn't moving"  [@TeleHInvesting](/creator/x/TeleHInvesting) on [X](/post/tweet/1947013833559835015) 2025-07-20 19:20:46 UTC XXX followers, XXX engagements "In a time when everyone is posting screenshots of massive wins I want to share the other side of options trading. $HIMS has been my highest-conviction play this year and I made a significant bet based on its price action. To be clearIm still up XXX% YTD even with the loss shown below. When the $NVO news broke I was able to mitigate some of the downside by converting part of the position into a spread. But it still stings. This isnt a post for sympathy. Its a reminder: XX% of options expire worthless. Risk is part of the game. I knew that going in and I have zero regrets. In a market full of"  [@TeleHInvesting](/creator/x/TeleHInvesting) on [X](/post/tweet/1946259793880227848) 2025-07-18 17:24:29 UTC XXX followers, XXX engagements "Its easy to get frustrated when your stock isnt moving but theres almost always a reason behind the price action. Take $LYFT this week: we saw a sharp pullback from $XXXXX to just below $XX on unusually low volume. Why When you dig into the data it becomes clear market makers were heavily positioned around the $XX strike for monthly options expiration. They had a financial incentive to pin the stock below that level. Next week The wall shifts to $XX with strong support now forming at $XX. Price action may feel random but theres almost always a signal beneath the noise. Watch the data"  [@TeleHInvesting](/creator/x/TeleHInvesting) on [X](/post/tweet/1946243962098102640) 2025-07-18 16:21:34 UTC XXX followers, 1868 engagements "@darwinsmoney Agreed I would not be mad if they took it in the margin in the short term to gain market share"  [@TeleHInvesting](/creator/x/TeleHInvesting) on [X](/post/tweet/1945466970327167023) 2025-07-16 12:54:05 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@TeleHInvesting
"$UBER giving you a preview of what the next two years is going to look like for $LYFT. $LYFT operates with higher gross margins than $UBER and is just turning profitable. Check the chart of when $UBER started turning profitable. Full post coming on why $LYFT may be the best opportunity in the market right now from a fundamental and technical standpoint"
@TeleHInvesting on X 2025-07-18 04:03:08 UTC XXX followers, 3039 engagements
"Completely agree $UBER deserves a higher multiple but I believe they deserve roughly a 2X multiple to $LYFT. I think we see multiple expansion in $LYFT as their P/E figures normalize this year. SBC has been on a massive decline R&D has been declining and CAPEX has been minimal. They are entering the time period of shareholder value creation/margin optimization. I think it is pretty amazing that they are still a double digit grower while entering this phase. The CEO's investments have been minor but he still is putting money into the stock while it was in the 18's. When they announced an" @TeleHInvesting on X 2025-07-20 23:58:31 UTC XXX followers, XX engagements
"$UBER has already optimized its net income and has a net margin in the mid 20's. $LYFT on the other hand is operating at a .95% net margin and is just shifting to margin optimization. That being said $UBER trades at a 4X premium to $LYFT regarding P/S & P/FCF ratios. The company has started using their FCF to repurchase shares. This means they will be buying back 12-15% of their stock annually if the price stays flat. Institutional ownership is sitting at an all time highs (86%) and the CEO is buying stock with his own money quarterly. It is easy to get frustrated when a stock isn't moving" @TeleHInvesting on X 2025-07-20 19:20:46 UTC XXX followers, XXX engagements
"In a time when everyone is posting screenshots of massive wins I want to share the other side of options trading. $HIMS has been my highest-conviction play this year and I made a significant bet based on its price action. To be clearIm still up XXX% YTD even with the loss shown below. When the $NVO news broke I was able to mitigate some of the downside by converting part of the position into a spread. But it still stings. This isnt a post for sympathy. Its a reminder: XX% of options expire worthless. Risk is part of the game. I knew that going in and I have zero regrets. In a market full of" @TeleHInvesting on X 2025-07-18 17:24:29 UTC XXX followers, XXX engagements
"Its easy to get frustrated when your stock isnt moving but theres almost always a reason behind the price action. Take $LYFT this week: we saw a sharp pullback from $XXXXX to just below $XX on unusually low volume. Why When you dig into the data it becomes clear market makers were heavily positioned around the $XX strike for monthly options expiration. They had a financial incentive to pin the stock below that level. Next week The wall shifts to $XX with strong support now forming at $XX. Price action may feel random but theres almost always a signal beneath the noise. Watch the data" @TeleHInvesting on X 2025-07-18 16:21:34 UTC XXX followers, 1868 engagements
"@darwinsmoney Agreed I would not be mad if they took it in the margin in the short term to gain market share" @TeleHInvesting on X 2025-07-16 12:54:05 UTC XXX followers, XX engagements