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# ![@5xCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1883979005034127361.png) @5xCap 5X Capital

5X Capital posts on X about $hims, $nbis, $path, $zeta the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1883979005034127361/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883979005034127361/c:line/m:interactions.svg)

- [--] Week [-----] +281%
- [--] Month [------] -33%
- [--] Months [------] +467%

### Mentions: [--] [#](/creator/twitter::1883979005034127361/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883979005034127361/c:line/m:posts_active.svg)

- [--] Week [--] -64%
- [--] Month [--] -42%
- [--] Months [---] +538%

### Followers: [---] [#](/creator/twitter::1883979005034127361/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883979005034127361/c:line/m:followers.svg)

- [--] Week [---] +0.96%
- [--] Month [---] -1.90%
- [--] Months [---] -24%

### CreatorRank: [---------] [#](/creator/twitter::1883979005034127361/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883979005034127361/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  60% [cryptocurrencies](/list/cryptocurrencies)  34% [finance](/list/finance)  22% [technology brands](/list/technology-brands)  2% [countries](/list/countries)  1%

**Social topic influence**
[$hims](/topic/$hims) #205, [$nbis](/topic/$nbis) #257, [$path](/topic/$path) 26%, [$zeta](/topic/$zeta) #129, [$iren](/topic/$iren) #302, [$lmnd](/topic/$lmnd) #62, [$onds](/topic/$onds) 16%, [$te](/topic/$te) #31, [$root](/topic/$root) #14, [$oscr](/topic/$oscr) #59

**Top accounts mentioned or mentioned by**
[@hypergrowth102](/creator/undefined) [@topsecretstocks](/creator/undefined) [@audittheherd](/creator/undefined) [@itschrisray](/creator/undefined) [@kajiastic](/creator/undefined) [@couragewins](/creator/undefined) [@theronnievshow](/creator/undefined) [@bjmtweets](/creator/undefined) [@accountingds](/creator/undefined) [@wealthmatica](/creator/undefined) [@frameworkwisely](/creator/undefined) [@drtomslens](/creator/undefined) [@kabraxfx](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@moninvestor](/creator/undefined) [@ondasholdings](/creator/undefined) [@nicaqs](/creator/undefined) [@spacbobby](/creator/undefined) [@investingwithac](/creator/undefined) [@eventuallywlthy](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UiPath, Inc. (PATH)](/topic/$path) [ZetaChain (ZETA)](/topic/$zeta) [Iris Energy Limited (IREN)](/topic/$iren) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [The Root Network (ROOT)](/topic/$root) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Tempus AI, Inc. (TEM)](/topic/$tem) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [fuboTV Inc. (FUBO)](/topic/$fubo) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Bitcoin (BTC)](/topic/bitcoin) [CLEANSPARK INC (CLSK)](/topic/$clsk) [RAI Finance (SOFI)](/topic/$sofi) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Pangolin (PNG)](/topic/$png) [DLocal Limited (DLO)](/topic/$dlo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@AuditTheHerd Wow. It seems $TEM & $LMND are 1/1 products while $ODD / $PATH are more just undervalued plays. Let me know your thoughts on that thanks. As for $HIMS is execution risk the concern for you"  
[X Link](https://x.com/5xCap/status/2012967672036606428)  2026-01-18T19:17Z [---] followers, [---] engagements


"@AuditTheHerd Whats your take on $ROOT as a $LMND investor I noticed you said youd be interested in $HIMS at $25 as a former bull but if your long then [--] or [--] doesnt change much Whats your take on $HIMS since its believe to be a falling knife. Many $DUOL $PATH bulls in these stocks"  
[X Link](https://x.com/5xCap/status/2018935145173291407)  2026-02-04T06:30Z [---] followers, [---] engagements


"@call_lee_free @AuditTheHerd Problem is $LMND is growing faster has a better interface Id say a better more intelligent/dedicated CEO better product (MAYA) larger product base what really sold me was 700K person car back log compared to ROOT 400k customer base. I like $ROOT but it seems a value play"  
[X Link](https://x.com/5xCap/status/2019047201364947217)  2026-02-04T13:55Z [---] followers, [---] engagements


"@AuditTheHerd What I will say is most ppl proved theyre not LT investors because one headline/quarter caused many to sell out. I made the mistake of marrying the stock but this could be a LT gamble now too. Labs longevity cancer screening peptides global expansion is still the goal"  
[X Link](https://x.com/5xCap/status/2020225111484428780)  2026-02-07T19:56Z [---] followers, [--] engagements


"@AuditTheHerd To be fair retail thinks this will happen but maybe our vision is not managements. Lots of legal risk. Many $DUOL investors think the story is bigger than it really is and many mae the same mistake w $HIMS. Its just of gamble now so im neutral but could work LT"  
[X Link](https://x.com/5xCap/status/2020225569179468124)  2026-02-07T19:58Z [---] followers, [---] engagements


"@topsecretstocks Yea I liked $HIMS but theres questions around management decision/direction. $OSS too risky for me heavy competition. $EOSE I like but management has to start executing heavy dilution. $TE ✅ $ROOT im analyzing against $OSCR rn. $TEM seems like a stock youd like"  
[X Link](https://x.com/5xCap/status/2022528324405547327)  2026-02-14T04:28Z [---] followers, [---] engagements


"@topsecretstocks When portfolio update"  
[X Link](https://x.com/5xCap/status/2021581824523128926)  2026-02-11T13:47Z [---] followers, [---] engagements


"@topsecretstocks Thanks also: Why not undervalued companies like $ROOT / $OSCR even $TEM you mentioned them before. Also outside of $ASTS $RKLB $HIMS which holdings make up over 2-3%"  
[X Link](https://x.com/5xCap/status/2021588140687782092)  2026-02-11T14:12Z [---] followers, [---] engagements


"@Kajiastic Capital should go to $NBIS before $ZETA in my opinion but 🤷"  
[X Link](https://x.com/5xCap/status/2021653049148850323)  2026-02-11T18:30Z [---] followers, [----] engagements


"@Kajiastic To me $NBIS has more 5-10X potential. $ZETA is more of an undervalued play. $ROOT $PGY have yet to rebound and Id rather bet on stocks with momentum then falling knifes. $TE $ONDS have high potential to 5X+ too imo. Thoughts"  
[X Link](https://x.com/5xCap/status/2021659252897853752)  2026-02-11T18:55Z [---] followers, [---] engagements


"@UncleAlpha007 About [--] months ago you said $IREN had the most potential that you knew of and that it was a 10x opportunity whats changed for you Theyve added more GW and proven hyperscaler deals to come"  
[X Link](https://x.com/5xCap/status/2022175717707182206)  2026-02-13T05:07Z [---] followers, [---] engagements


"@bjmtweets Do you still own $OSCR"  
[X Link](https://x.com/5xCap/status/2022454818300940330)  2026-02-13T23:36Z [---] followers, [--] engagements


"@KabraxFX @Investinc_Intel You dont plan on holding $ZETA for multiple years"  
[X Link](https://x.com/5xCap/status/2022406848645861813)  2026-02-13T20:25Z [---] followers, [---] engagements


"@bjmtweets Do you stay pretty concentrated. I know you hold $ROOT $LMND $AMD. But I dont get it. If you believe in $OSCR LT why would you care about buying at $11 or $13"  
[X Link](https://x.com/5xCap/status/2022461778924536050)  2026-02-14T00:03Z [---] followers, [---] engagements


"@accounting_ds A lot of good ideas like this are covered by @spacanpanman. I assume most people got this stock from him. Super interesting but I prefer $TE dont you Whyd you sell out of your previous focus stocks like $NBIS"  
[X Link](https://x.com/5xCap/status/2022496000661950779)  2026-02-14T02:19Z [---] followers, [---] engagements


"@FrameworkWisely What if you could only pick [--] for the next [--] years. What would they be The goal would be 5X returns or atleast your highest conviction picks"  
[X Link](https://x.com/5xCap/status/2022541365041860778)  2026-02-14T05:20Z [---] followers, [--] engagements


"@FrameworkWisely Agree with $NBIS and $TEM but would have to add $IREN. $RBRK interests me I see you post it quite often. $CLPT too risky. $HIMS management/decisions questionable. Whats your take on $OSCR $LMND/$ROOT seem like better insurance plays"  
[X Link](https://x.com/5xCap/status/2022545626492445115)  2026-02-14T05:37Z [---] followers, [--] engagements


"@itschrisray If you didnt have a position as big as you do in $RKLB I assume $ONDS would be your main position here. If you had to start the portfolio from fresh today how would you align it"  
[X Link](https://x.com/5xCap/status/1992005862576332823)  2025-11-21T23:03Z [---] followers, [---] engagements


"@InvestmentGuru_ $GRAB is not small cap"  
[X Link](https://x.com/5xCap/status/1992362848140530059)  2025-11-22T22:41Z [---] followers, [---] engagements


"@nikoliasgoninus Whats your take on $PATH and $LMND seems like companies up your ally"  
[X Link](https://x.com/5xCap/status/1992446398151950744)  2025-11-23T04:13Z [---] followers, [---] engagements


"@LeStonkJames @Tesla_848 @TheHoopCentral Whats your favourite team and why is your account named LeStonkJames then"  
[X Link](https://x.com/5xCap/status/1992814152776286665)  2025-11-24T04:34Z [---] followers, [--] engagements


"@hypergrowth102 Whats your average on $HIMS now"  
[X Link](https://x.com/5xCap/status/1993795071771332857)  2025-11-26T21:32Z [---] followers, [---] engagements


"@hypergrowth102 If the moral reasons didnt exist would you still be more bullish on $HIMS from here opportunity wise Im surprised you didnt buy a new opportunity that you mentioned like $ONDS or $PATH or $ROOT as a similar option"  
[X Link](https://x.com/5xCap/status/1993796913452470655)  2025-11-26T21:40Z [---] followers, [---] engagements


"@hypergrowth102 Looking good. Would you feel fine selling $LMND for $HIMS if there was no moral feeling for you I remember a few months ago you called $LMND where youd throw 100K at but now Id assume $HIMS has more potential from here. The market caps are tightening so Im curious here"  
[X Link](https://x.com/5xCap/status/1993881812821741953)  2025-11-27T03:17Z [---] followers, [---] engagements


"@Courage_wins Couple questions Id appreciate if you had the time to answer. Do you still feel we are early here Whats your cost basis now and what differentiates the story from your previous bets/framework in $PLTR $RKLB"  
[X Link](https://x.com/5xCap/status/1993897047829958768)  2025-11-27T04:17Z [---] followers, [---] engagements


"@SimeonResearch_ $KRKNF"  
[X Link](https://x.com/5xCap/status/1994182687767085460)  2025-11-27T23:12Z [---] followers, [---] engagements


"@adammarlin @RJCcapital @NighthawkTradez @retail_mourinho @Desert_Bulls @yakuziiiii @RKGcapital You just proved your own point wrong though. Check ARR projections and compare. One has engineering capacity and tools. The other has the power. Both succeed and can equally pull clients. $IREN has more capacity but $NBIS is technically paid more $/GW. It goes a lot deeper too"  
[X Link](https://x.com/5xCap/status/1994183959974998139)  2025-11-27T23:18Z [---] followers, [---] engagements


"@moninvestor @hypergrowth102 But when $HIMS inevitably goes to $60 would you sell or are you actually in for the long haul"  
[X Link](https://x.com/5xCap/status/1994540827344019826)  2025-11-28T22:56Z [---] followers, [---] engagements


"Extreme Hot Take: Bitcoin is the most overrated asset today"  
[X Link](https://x.com/5xCap/status/1994544052059214268)  2025-11-28T23:08Z [---] followers, [--] engagements


"@Courage_wins @OndasHoldings I am significantly increasing my position similar to you I see the following: - People misunderstanding the drone use case. - Similar to how $RKLB gets contracts $ONDS has room for even more worldwide. - This reminds me of Anduril but a different ecosystem (defense nature)"  
[X Link](https://x.com/5xCap/status/1994881120949997889)  2025-11-29T21:28Z [---] followers, [---] engagements


"@Courage_wins @OndasHoldings I could be wrong I am still learning but thats my methodology. The recent acquisition and revenue ramp up over past year has been ridiculous. After watching some interviews it feels we can trust the CEO as hes very focused in the way he speaks"  
[X Link](https://x.com/5xCap/status/1994881675617341806)  2025-11-29T21:30Z [---] followers, [--] engagements


"@Courage_wins Couple more questions. Ive tiptoed buying $RKLB vs $ONDS. Whats your take being in both ONDS has more potential. People havent caught up to its products the CEO the buildout. But it feels like I shoulda been buying more in the 5-7 range and now its late. How do you decide"  
[X Link](https://x.com/5xCap/status/1998192736718184595)  2025-12-09T00:47Z [---] followers, [---] engagements


"@Courage_wins NFA just curious on your experience and how you dont get distracted with other market opportunities or the fact that the company moves fast and it feels like you missed the boat. Sorry I am a newer investor trying to learn as fast as possible in the ways ppl like you have"  
[X Link](https://x.com/5xCap/status/1998193155770880261)  2025-12-09T00:49Z [---] followers, [--] engagements


"@wealthmatica @meetblossomapp Easily replace $DUOL with $LMND and its a great [--] stock portfolio"  
[X Link](https://x.com/5xCap/status/2000351368079626298)  2025-12-14T23:45Z [---] followers, [---] engagements


"@accounting_ds Do you have a $CIFR deep dive explaining why you chose it. I looked at the financials and just the whole collocation is inferior to $IREN and $NBIS its longer term and safer with no GPU downside but way less upside. I loved the $TE deep dive and agree"  
[X Link](https://x.com/5xCap/status/2001737960954179798)  2025-12-18T19:34Z [---] followers, [---] engagements


"@MB_Hogan @StockChaser_ Why $CIFR over $IREN the collocation provides lower revenues less tech therefore less advantage and overall FAR less upside especislly $/GW than both $NBIS and $IREN. I dont see the hype What am I missing"  
[X Link](https://x.com/5xCap/status/2002465058883080240)  2025-12-20T19:44Z [---] followers, [---] engagements


"@SylentTrade 70% $IREN 20% $HIMS 10% $OSCR 0% $CLSK"  
[X Link](https://x.com/5xCap/status/2003309788453892255)  2025-12-23T03:40Z [---] followers, [---] engagements


"@nicaqs Insanity. Are you riding the same stocks into [----] or got more that are unmentioned I agree with $PATH $IREN $TE"  
[X Link](https://x.com/5xCap/status/2003578114967003171)  2025-12-23T21:27Z [---] followers, [---] engagements


"@wealthmatica $PATH is the most overlooked stock rn. $IREN the most misunderstood as the economics are complicating to predict similar to $NBIS and market is slow to realize even retail wont have those numbers right. $PATH not so much even just comparing diluted EPS today from one year ago"  
[X Link](https://x.com/5xCap/status/2003593335114727900)  2025-12-23T22:27Z [---] followers, [---] engagements


"The Best [--] Companies Going Into [----]. [--]. $IREN [--]. $NBIS [--]. $ONDS [--]. $PATH [--]. $LMND [--]. $EOSE [--]. $TE [--]. $KRKNF [--]. $HIMS [--]. $ASTS [--]. $ZETA [--]. $OSCR"  
[X Link](https://x.com/5xCap/status/2003712824665866726)  2025-12-24T06:22Z [---] followers, [---] engagements


"@hypergrowth102 If $HIMS and $ASTS were 10B market cap which would you buy and would that answer change if both were 5B or 1B Im intrigued how euphoric the market is over $ASTS but you still chose $HIMS. Also im not sure if you go deep into questions on your sub just curious on your ideologies"  
[X Link](https://x.com/5xCap/status/2005010125799784785)  2025-12-27T20:17Z [---] followers, [---] engagements


"@moninvestor Interesting post. However would you even hold 3-5 years out or even over [--] years out"  
[X Link](https://x.com/5xCap/status/2005103068258681288)  2025-12-28T02:26Z [---] followers, [---] engagements


"@SpacBobby Whats next up to you Even this far in the cycle and do you hold these stocks even if a serious drawdown / pullback were to occur"  
[X Link](https://x.com/5xCap/status/2005500400473084224)  2025-12-29T04:45Z [---] followers, [--] engagements


"@SpacBobby By options you mean LEAPS or you mean puts Also do you focus on a more concentrated portfolio with core positions for the long term If so I assume $KRKNF and $NBIS are the plays you presume will be next do you have any other ideas/plays in mind. I ask because I hold the same"  
[X Link](https://x.com/5xCap/status/2005517412339437727)  2025-12-29T05:53Z [---] followers, [---] engagements


"@itschrisray Now its buy and hold as much $ONDS as possible Id hope. 😈"  
[X Link](https://x.com/5xCap/status/2005670175996273058)  2025-12-29T16:00Z [---] followers, [---] engagements


"@itschrisray Agreed way earlier / more upside for $ONDS smaller TAM though. But a lot of investors on X care more about finding names than digesting thesis so less analytical questions more portfolio/name finding. I try to understand the logic of concentrated investors like you. Inspiring"  
[X Link](https://x.com/5xCap/status/2005763970788147613)  2025-12-29T22:12Z [---] followers, [---] engagements


"@itschrisray As a younger/newer investor it helps to understand your thinking dive into logistics thesis deep dives to know the companies you hold. I used to look for names but alpha is in concentration/understanding. I hold [--] companies but wish it was lower. How do you concentrate easily"  
[X Link](https://x.com/5xCap/status/2005764777549918694)  2025-12-29T22:16Z [---] followers, [--] engagements


"@BullTradeFinder No $HIMS"  
[X Link](https://x.com/5xCap/status/2005794631678914826)  2025-12-30T00:14Z [---] followers, [---] engagements


"@babyfolio I agree heavily with $NBIS and $IREN but do you not agree that $CIFR is inferior to the other two in relation to their collocation system. Sure less risk but less upside for sure. Do you agree"  
[X Link](https://x.com/5xCap/status/2006173794269065455)  2025-12-31T01:21Z [---] followers, [---] engagements


"@jrouldz I also love this idea. Literally almost all my stocks are in this range. $IREN $PATH $ONDS $EOSE $LMND $ZETA $TE $KRKNF MAYBE $OSCR / $CIFR $ROOT $FUBO Not sure how many you agree with but these are my personal favourite ideas I wondered which you like that you arent holding"  
[X Link](https://x.com/5xCap/status/2006175955132232072)  2025-12-31T01:29Z [---] followers, [----] engagements


"@investingwithac Couple questions. Im not a bear just cautious. How do you feel about 87% of membership in [--] states How will they get past profitability with low MLR/SGAmembership growth is one of the only ways by expanding to more states but storyseems reliant on ACA and policies too much no"  
[X Link](https://x.com/5xCap/status/2006179389348696226)  2025-12-31T01:43Z [---] followers, [---] engagements


"@investingwithac @TheRayMyers Not $ZETA"  
[X Link](https://x.com/5xCap/status/2006231142236618832)  2025-12-31T05:09Z [---] followers, [---] engagements


"@EventuallyWLTHY I get why though. $HIMS and $ONDS are longer term plays with way larger TAM that can be 5-10 year holds. $PGY and $HROW are very specific lower TAM. Yes both are cheap but even $PGY is rate cut sensitive not necessarily a long term hold. $FUBO could be a long term large TAM too"  
[X Link](https://x.com/5xCap/status/2006483004542300237)  2025-12-31T21:50Z [---] followers, [---] engagements


"@hypergrowth102 Hopefully $HIMS leads the way 🤞"  
[X Link](https://x.com/5xCap/status/2006777135625904259)  2026-01-01T17:18Z [---] followers, [--] engagements


"@YodaStockInvest No way. I respectfully think $NBIS and $IREN move way faster than $SOFI howd you get those targets $SOFI too high $NBIS / $IREN too low. Wow that $FUBO target no way $KRKNF to 10X maybe"  
[X Link](https://x.com/5xCap/status/2007613472633393361)  2026-01-04T00:42Z [---] followers, [---] engagements


"@accounting_ds Eh. Agree that once Wall Street finds then alpha and big gains are less likely. But $RKLB / $ASTS are still 5-10X over long term $TE $ONDS $LMND $PATH $EOSE $KRKNF even $NBIS $IREN all still have runway how can you say otherwise to any of these"  
[X Link](https://x.com/5xCap/status/2007894260067275018)  2026-01-04T19:17Z [---] followers, [---] engagements


"@accounting_ds Question I respect your DD a lot so Im just curious that you and some people say many names dont have alpha anymore and are overvalued or overmentioned but you all hold same companies for ex you hold $CIFR and $NBIS which is my point. There is still a lot of upside there"  
[X Link](https://x.com/5xCap/status/2007959076114997279)  2026-01-04T23:35Z [---] followers, [---] engagements


"@nikoliasgoninus The sentiment on $HIMS is so bad and I think alot of people left and followed the crowd. Sure metrics dropped by its a transition. Many investors showed that they infact do invest in quarters not years. Props to you and few others like @hypergrowth102 for holding all throughout"  
[X Link](https://x.com/5xCap/status/2008017671972147240)  2026-01-05T03:28Z [---] followers, [---] engagements


"@BlackPantherCap Do you ever do DD Just curious cause we have literally almost identical portfolios and I feel like its bubble territory since many of our names are FinX favourites"  
[X Link](https://x.com/5xCap/status/2008240721002950942)  2026-01-05T18:14Z [---] followers, [---] engagements


"@hypergrowth102 Hey Trav how do you feel about the hype surrounding $PATH and $ZETA just out of curiosity"  
[X Link](https://x.com/5xCap/status/2008315499856158967)  2026-01-05T23:11Z [---] followers, [---] engagements


"@itschrisray I love it If a -20% crash were to happen and you had 50K to invest which stocks would you pick first and why Sorry Ive asked a similar question im just wondering if your conviction resides in your portfolio or if you have some serious watchlist stocks"  
[X Link](https://x.com/5xCap/status/2008337658288783656)  2026-01-06T00:39Z [---] followers, [--] engagements


"@Kajiastic Thats insane. Id never full port but Id consider if this ever dropped that low. Off topic but with all the hype surrounding $ZETA are you still more bullish on $NBIS and $HIMS Does your allocation represent conviction levels cause it fees $NBIS can go higher than $ZETA LT"  
[X Link](https://x.com/5xCap/status/2008352263719235697)  2026-01-06T01:37Z [---] followers, [---] engagements


"@AS_Investing What other stocks do you see 5x in [--] years with"  
[X Link](https://x.com/5xCap/status/2008355770170327547)  2026-01-06T01:51Z [---] followers, [--] engagements


"@topsecretstocks If you had to consolidate your portfolio to 5-7 holdings which would you hold Obviously wed assume you are holding for multiple years out of curiosity"  
[X Link](https://x.com/5xCap/status/2008415369653023044)  2026-01-06T05:48Z [---] followers, [--] engagements


"@wealthmatica No worries we appreciate the alpha man Quick question out of the following three which do you believe has the most potential via PTs analysis and total evaluation out of $PATH $NBIS and $ZETA if you had to rank the three. I know your heavy all of em so I thought Id ask"  
[X Link](https://x.com/5xCap/status/2008623977078632659)  2026-01-06T19:37Z [---] followers, [---] engagements


"@hypergrowth102 Very excited. Quality investment chosen by quality investors. Amazing numbers great CEO but I just dont see the long term opportunity I feel its more of a value play for 3-5 years. Competitive landscape $HIMS $LMND maybe even $PATH (also competitive not too LT)"  
[X Link](https://x.com/5xCap/status/2008662287960469989)  2026-01-06T22:09Z [---] followers, [---] engagements


"@Gubloinvestor Where are you getting 4X in one year bro please share the alpha"  
[X Link](https://x.com/5xCap/status/2008678243432583447)  2026-01-06T23:13Z [---] followers, [--] engagements


"@Gubloinvestor Wow 4X in 1-2 years thats insane. Any others have the potential of $ZETA in your view To me $NBIS and $IREN have more potential"  
[X Link](https://x.com/5xCap/status/2008681238794825754)  2026-01-06T23:25Z [---] followers, [---] engagements


"@nicaqs I prefer $PATH over $ZETA what about you From here which stocks are you personally most bullish on for the longer term not just trades NFA"  
[X Link](https://x.com/5xCap/status/2009110630436098424)  2026-01-08T03:51Z [---] followers, [---] engagements


"Sweet mother of god. I just seen [--] identical posts saying Buying $ZETA here is like buying $PLTR at $12 or like $PLTR at $23. Wow something is wrong here. $PATH"  
[X Link](https://x.com/5xCap/status/2009111163209216357)  2026-01-08T03:53Z [---] followers, [---] engagements


"@DrTomsLens @TheRonnieVShow Dont you guys feel like there is just higher multi-bagger potential in a stock like $NBIS or $HIMS or $PATH to be fair Revenue growth and primarily their stories have larger TAMs and overall potential would you not say"  
[X Link](https://x.com/5xCap/status/2009123392100945959)  2026-01-08T04:41Z [---] followers, [---] engagements


"@bjmtweets 15% cash position. Looking to make it 20-25% max. Stay ready always buy convictions. Like $LMND"  
[X Link](https://x.com/5xCap/status/2009151150566855104)  2026-01-08T06:32Z [---] followers, [--] engagements


"@DrTomsLens @TheRonnieVShow Im not concerned about 100x as thats rare and not the goal maybe 5x. The goal is 10-20X. I see $ZETA possibly doing that in the next decade due to undervaluation but Im saying is there not any company you think could outdo this potential in a 5-10 yr period $NBIS $HIMS etc"  
[X Link](https://x.com/5xCap/status/2009159461341155511)  2026-01-08T07:05Z [---] followers, [---] engagements


"@itschrisray Such an underrated company. One of the easiest 5-10 year holds in the market imo. Not many companies id feel comfortable holding super long but $LMND easily one of those companies. Execution MAYA ratios TAM presentation interface best in business"  
[X Link](https://x.com/5xCap/status/2009462872326443223)  2026-01-09T03:10Z [---] followers, [---] engagements


"@TheRonnieVShow $FLNC even though Im really surprised you never mention $PATH"  
[X Link](https://x.com/5xCap/status/2009722133237440700)  2026-01-09T20:21Z [---] followers, [----] engagements


"@itschrisray I womder if the new Deepseek model in February will cause some concerns. Maybe it will be the reason we see a pullback im hoping to add for sure. More $LMND $ONDS $IREN $NBIS $EOSE $TE"  
[X Link](https://x.com/5xCap/status/2009754841913213336)  2026-01-09T22:31Z [---] followers, [---] engagements


"@TheRonnieVShow Which would you go all in if you had to and do you prefer $OSCR or $ZETA more over a 3-5+ year period"  
[X Link](https://x.com/5xCap/status/2009837167430996478)  2026-01-10T03:58Z [---] followers, [---] engagements


"@LongInnovation Why is $IREN not up there in generational Despite the questions/risks the wait-see list could be generational like $HIMS. What about $EOSE $TE $ASTS. I think $ZETA / $PATH more a case of undervaluation and good charts but not generational. Thoughts"  
[X Link](https://x.com/5xCap/status/2010159666609979398)  2026-01-11T01:19Z [---] followers, [---] engagements


"@Kajiastic Really $ROOT At what price would $ZETA have to drop for it to re-take the lead Also which companies do you believe could 5X in [--] years out of the ones you own or maybe even dont own Im not holding you to it I just wondered if we share the same opinion on them"  
[X Link](https://x.com/5xCap/status/2010504018809049229)  2026-01-12T00:08Z [---] followers, [---] engagements


"@BlackPantherCap Are they all 5x in [--] years for you outside of $GOOG and $HOOD Id say $ZETA is the weakest no And $CIFR shouldnt do as well as $IREN and $NBIS due to weaker but safer collocation plan imo"  
[X Link](https://x.com/5xCap/status/2010804668331688356)  2026-01-12T20:02Z [---] followers, [---] engagements


"$OSCR $ZETA $PATH $ROOT are all in the growth stocks in the same category of interesting small-mid cap plays. The thing is none of them are as interesting potential wise when compare to the heavy volatility in both directions of $IREN $HIMS $NBIS $ONDS $LMND even $PNG $EOSE $TE"  
[X Link](https://x.com/5xCap/status/2011571762203697262)  2026-01-14T22:50Z [---] followers, [---] engagements


"@topsecretstocks Looking into your port $HIMS is the best buy right now imo even over $ZETA. $HIMS $ZETA over next [--] years. Not sure about extreme sentiment around $ZETA. $HIMS / $NBIS /$IREN have more potential. $ASTS / $RKLB both amazing but once the street knows its too late. Thoughts"  
[X Link](https://x.com/5xCap/status/2011598378606739959)  2026-01-15T00:36Z [---] followers, [---] engagements


"@topsecretstocks All good investments but you simply cannot say upside is close it wil differ in the long run. Especially different market caps/industries. $HIMS sentiment dead. $NBIS / $IREN have likely the most potential. $RKLB and $ASTS arent the same entries you once had early on no"  
[X Link](https://x.com/5xCap/status/2011602899647021413)  2026-01-15T00:54Z [---] followers, [---] engagements


"@TheRonnieVShow This is one portfolio How many do you have and are the holdings similar Primarily $ZETA and $OSCR"  
[X Link](https://x.com/5xCap/status/2011631416422121635)  2026-01-15T02:47Z [---] followers, [---] engagements


"@itschrisray @aleabitoreddit Very strange. How do you feel about everyone following/crowding/knowing about same tickets like $NBIS $IREN $ONDS $ASTS kinda worrisome (most searched). Amazing companies but is the alpha gone I feel people in these companies dont understand them fully are we in trouble"  
[X Link](https://x.com/5xCap/status/2011936620799541442)  2026-01-15T23:00Z [---] followers, [---] engagements


"@EventuallyWLTHY My guess is $ZETA or $OSS 😂"  
[X Link](https://x.com/5xCap/status/2011964526271611209)  2026-01-16T00:51Z [---] followers, [---] engagements


"@wealthmatica Dont give up on $HIMS. Thats what they want you to do. Sentiment is so dead and so low people dont know whats coming. All the fomo buyers are gone these are the real investors now. $ZETA or $PATH who performs better based on your personal [--] year estimates"  
[X Link](https://x.com/5xCap/status/2011964978987942078)  2026-01-16T00:53Z [---] followers, [---] engagements


"@LandoInvests I agree. It feels so wrong like were in our own FinX bubble. I feel upset that FinX has rotated towards my names a lot of the people I feel dont understand it. I hold $ONDS $NBIS $EOSE $IREN wow but they cannot convince me to sell"  
[X Link](https://x.com/5xCap/status/2011996640450847057)  2026-01-16T02:59Z [---] followers, [---] engagements


"@AI_EnergyHub @itschrisray @aleabitoreddit Still feels early with $IREN only [---] contracted GW out of an eventual 3GW+. But damn its tuff seeing it be one of the top searched tickers. That post messed with me. $IREN is literally a top [--] conviction for me I would be comfortable going all in but searches on X left me upset"  
[X Link](https://x.com/5xCap/status/2012003380059914569)  2026-01-16T03:26Z [---] followers, [---] engagements


"@LandoInvests Wait what are you specializing in specifically We are both under [--] and in the construction industry except im in Canada though Big $IREN bull here too cause i see you own that"  
[X Link](https://x.com/5xCap/status/2012210666162028657)  2026-01-16T17:09Z [---] followers, [---] engagements


"@AuditTheHerd How would you rank your companies based on who you are most confident in to 5X. Do you base allocation this way accordingly I only hold $LMND here but $PATH / $TEM confuses me I wont lie and I gotta look into $ODD. Do you change the port a lot or hold in 3-5 yr periods"  
[X Link](https://x.com/5xCap/status/2012673185288708415)  2026-01-17T23:47Z [---] followers, [---] engagements


"@otium33 How do you feel that the most searched tickets on x are $IREN $NBIS and $ONDS Is the alpha gone in your view and are they still the best opportunities NFA cause these are literally my top [--] positions been holding them for months but id like to hear your view on the popularity"  
[X Link](https://x.com/5xCap/status/2015512282533605753)  2026-01-25T19:49Z [---] followers, [---] engagements


"@MontanaMatos Deep dive incoming"  
[X Link](https://x.com/5xCap/status/2016772926276849891)  2026-01-29T07:18Z [---] followers, [--] engagements


"@hypergrowth102 I am so curious to see how the next 5-10 years plays out here. I wonder how big the allocation of $HIMS can be if it 2-3X even. Wow. Still prefer $HIMS over $PATH $ZETA $DUOL too"  
[X Link](https://x.com/5xCap/status/2017039820116414888)  2026-01-30T00:59Z [---] followers, [---] engagements


"@hypergrowth102 Idk about you im just not sold on the longevity of $PATH / $ZETA / $DUOL amongst a changing/competitive AI landscape where everyday is changing nobody truly knows who has the competitive advantage in 2-5 years time imo. $HIMS has competition but larger TAM broad offerings"  
[X Link](https://x.com/5xCap/status/2017063479489024187)  2026-01-30T02:33Z [---] followers, [---] engagements


"@DrTomsLens $HIMS is the best opportunity imo but is the least cheap. It isnt suffering from the complicated competitive and unknowns that the software space will find in the coming 3-5 years as new AI applications change the landscape. We cannot guarantee the success of $PATH $DUOL"  
[X Link](https://x.com/5xCap/status/2017369153703752080)  2026-01-30T22:47Z [---] followers, [---] engagements


"@topsecretstocks @UiPath I thought you were against $PATH and didnt invest because of its competitive landscape. Its tricky cause the charts favour it but weak sentiment sector similar to $ZETA. $ZETA has amazing numbers to prove undervaluation $PATH has to prove the numbers = more potential/more risk"  
[X Link](https://x.com/5xCap/status/2012007409502568727)  2026-01-16T03:42Z [---] followers, [---] engagements


"@topsecretstocks Only thing to consider is not all of these companies will pan out. $PGY $ZETA $DLO $HROW are quality. $TE $EOSE $HIMS for high risk/reward those [--] my favourite along with $PGY. Considering $OSS what are your [--] fav picks for a [--] year hold sir"  
[X Link](https://x.com/5xCap/status/2013761749292314952)  2026-01-20T23:53Z [---] followers, [---] engagements


"@BastianelliLore Agree with $HIMS. Thoughts on $PATH it seems like a company you would cover"  
[X Link](https://x.com/5xCap/status/2015189149020508300)  2026-01-24T22:25Z [---] followers, [---] engagements


"@WealthyReadings I think the same can be said for $PATH. But you wouldnt agree so 🤷. We dont know what the landscape wil look like and many platforms can do and compete with $PATH at cheaper prices"  
[X Link](https://x.com/5xCap/status/2018113289549746528)  2026-02-02T00:04Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@5xCap Avatar @5xCap 5X Capital

5X Capital posts on X about $hims, $nbis, $path, $zeta the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] +281%
  • [--] Month [------] -33%
  • [--] Months [------] +467%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -64%
  • [--] Month [--] -42%
  • [--] Months [---] +538%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +0.96%
  • [--] Month [---] -1.90%
  • [--] Months [---] -24%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 60% cryptocurrencies 34% finance 22% technology brands 2% countries 1%

Social topic influence $hims #205, $nbis #257, $path 26%, $zeta #129, $iren #302, $lmnd #62, $onds 16%, $te #31, $root #14, $oscr #59

Top accounts mentioned or mentioned by @hypergrowth102 @topsecretstocks @audittheherd @itschrisray @kajiastic @couragewins @theronnievshow @bjmtweets @accountingds @wealthmatica @frameworkwisely @drtomslens @kabraxfx @nikoliasgoninus @moninvestor @ondasholdings @nicaqs @spacbobby @investingwithac @eventuallywlthy

Top assets mentioned Hims & Hers Health, Inc. (HIMS) Nebius Group N.V. Class A Ordinary Shares (NBIS) UiPath, Inc. (PATH) ZetaChain (ZETA) Iris Energy Limited (IREN) Lemonade, Inc. (LMND) Ondas Holdings Inc. Common Stock (ONDS) The Root Network (ROOT) Oscar Health, Inc. (OSCR) Eos Energy Enterprises, Inc. (EOSE) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Duolingo, Inc. (DUOL) Cipher Mining Inc. Common Stock (CIFR) Tempus AI, Inc. (TEM) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) fuboTV Inc. (FUBO) ODDITY Tech Ltd (ODD) Palantir Technologies Inc. (PLTR) Advanced Micro Devices (AMD) Rubrik, Inc. (RBRK) Grab Holdings Limited Class A Ordinary Shares (GRAB) Bitcoin (BTC) CLEANSPARK INC (CLSK) RAI Finance (SOFI) Fluence Energy, Inc. (FLNC) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Pangolin (PNG) DLocal Limited (DLO)

Top Social Posts

Top posts by engagements in the last [--] hours

"@AuditTheHerd Wow. It seems $TEM & $LMND are 1/1 products while $ODD / $PATH are more just undervalued plays. Let me know your thoughts on that thanks. As for $HIMS is execution risk the concern for you"
X Link 2026-01-18T19:17Z [---] followers, [---] engagements

"@AuditTheHerd Whats your take on $ROOT as a $LMND investor I noticed you said youd be interested in $HIMS at $25 as a former bull but if your long then [--] or [--] doesnt change much Whats your take on $HIMS since its believe to be a falling knife. Many $DUOL $PATH bulls in these stocks"
X Link 2026-02-04T06:30Z [---] followers, [---] engagements

"@call_lee_free @AuditTheHerd Problem is $LMND is growing faster has a better interface Id say a better more intelligent/dedicated CEO better product (MAYA) larger product base what really sold me was 700K person car back log compared to ROOT 400k customer base. I like $ROOT but it seems a value play"
X Link 2026-02-04T13:55Z [---] followers, [---] engagements

"@AuditTheHerd What I will say is most ppl proved theyre not LT investors because one headline/quarter caused many to sell out. I made the mistake of marrying the stock but this could be a LT gamble now too. Labs longevity cancer screening peptides global expansion is still the goal"
X Link 2026-02-07T19:56Z [---] followers, [--] engagements

"@AuditTheHerd To be fair retail thinks this will happen but maybe our vision is not managements. Lots of legal risk. Many $DUOL investors think the story is bigger than it really is and many mae the same mistake w $HIMS. Its just of gamble now so im neutral but could work LT"
X Link 2026-02-07T19:58Z [---] followers, [---] engagements

"@topsecretstocks Yea I liked $HIMS but theres questions around management decision/direction. $OSS too risky for me heavy competition. $EOSE I like but management has to start executing heavy dilution. $TE ✅ $ROOT im analyzing against $OSCR rn. $TEM seems like a stock youd like"
X Link 2026-02-14T04:28Z [---] followers, [---] engagements

"@topsecretstocks When portfolio update"
X Link 2026-02-11T13:47Z [---] followers, [---] engagements

"@topsecretstocks Thanks also: Why not undervalued companies like $ROOT / $OSCR even $TEM you mentioned them before. Also outside of $ASTS $RKLB $HIMS which holdings make up over 2-3%"
X Link 2026-02-11T14:12Z [---] followers, [---] engagements

"@Kajiastic Capital should go to $NBIS before $ZETA in my opinion but 🤷"
X Link 2026-02-11T18:30Z [---] followers, [----] engagements

"@Kajiastic To me $NBIS has more 5-10X potential. $ZETA is more of an undervalued play. $ROOT $PGY have yet to rebound and Id rather bet on stocks with momentum then falling knifes. $TE $ONDS have high potential to 5X+ too imo. Thoughts"
X Link 2026-02-11T18:55Z [---] followers, [---] engagements

"@UncleAlpha007 About [--] months ago you said $IREN had the most potential that you knew of and that it was a 10x opportunity whats changed for you Theyve added more GW and proven hyperscaler deals to come"
X Link 2026-02-13T05:07Z [---] followers, [---] engagements

"@bjmtweets Do you still own $OSCR"
X Link 2026-02-13T23:36Z [---] followers, [--] engagements

"@KabraxFX @Investinc_Intel You dont plan on holding $ZETA for multiple years"
X Link 2026-02-13T20:25Z [---] followers, [---] engagements

"@bjmtweets Do you stay pretty concentrated. I know you hold $ROOT $LMND $AMD. But I dont get it. If you believe in $OSCR LT why would you care about buying at $11 or $13"
X Link 2026-02-14T00:03Z [---] followers, [---] engagements

"@accounting_ds A lot of good ideas like this are covered by @spacanpanman. I assume most people got this stock from him. Super interesting but I prefer $TE dont you Whyd you sell out of your previous focus stocks like $NBIS"
X Link 2026-02-14T02:19Z [---] followers, [---] engagements

"@FrameworkWisely What if you could only pick [--] for the next [--] years. What would they be The goal would be 5X returns or atleast your highest conviction picks"
X Link 2026-02-14T05:20Z [---] followers, [--] engagements

"@FrameworkWisely Agree with $NBIS and $TEM but would have to add $IREN. $RBRK interests me I see you post it quite often. $CLPT too risky. $HIMS management/decisions questionable. Whats your take on $OSCR $LMND/$ROOT seem like better insurance plays"
X Link 2026-02-14T05:37Z [---] followers, [--] engagements

"@itschrisray If you didnt have a position as big as you do in $RKLB I assume $ONDS would be your main position here. If you had to start the portfolio from fresh today how would you align it"
X Link 2025-11-21T23:03Z [---] followers, [---] engagements

"@InvestmentGuru_ $GRAB is not small cap"
X Link 2025-11-22T22:41Z [---] followers, [---] engagements

"@nikoliasgoninus Whats your take on $PATH and $LMND seems like companies up your ally"
X Link 2025-11-23T04:13Z [---] followers, [---] engagements

"@LeStonkJames @Tesla_848 @TheHoopCentral Whats your favourite team and why is your account named LeStonkJames then"
X Link 2025-11-24T04:34Z [---] followers, [--] engagements

"@hypergrowth102 Whats your average on $HIMS now"
X Link 2025-11-26T21:32Z [---] followers, [---] engagements

"@hypergrowth102 If the moral reasons didnt exist would you still be more bullish on $HIMS from here opportunity wise Im surprised you didnt buy a new opportunity that you mentioned like $ONDS or $PATH or $ROOT as a similar option"
X Link 2025-11-26T21:40Z [---] followers, [---] engagements

"@hypergrowth102 Looking good. Would you feel fine selling $LMND for $HIMS if there was no moral feeling for you I remember a few months ago you called $LMND where youd throw 100K at but now Id assume $HIMS has more potential from here. The market caps are tightening so Im curious here"
X Link 2025-11-27T03:17Z [---] followers, [---] engagements

"@Courage_wins Couple questions Id appreciate if you had the time to answer. Do you still feel we are early here Whats your cost basis now and what differentiates the story from your previous bets/framework in $PLTR $RKLB"
X Link 2025-11-27T04:17Z [---] followers, [---] engagements

"@SimeonResearch_ $KRKNF"
X Link 2025-11-27T23:12Z [---] followers, [---] engagements

"@adammarlin @RJCcapital @NighthawkTradez @retail_mourinho @Desert_Bulls @yakuziiiii @RKGcapital You just proved your own point wrong though. Check ARR projections and compare. One has engineering capacity and tools. The other has the power. Both succeed and can equally pull clients. $IREN has more capacity but $NBIS is technically paid more $/GW. It goes a lot deeper too"
X Link 2025-11-27T23:18Z [---] followers, [---] engagements

"@moninvestor @hypergrowth102 But when $HIMS inevitably goes to $60 would you sell or are you actually in for the long haul"
X Link 2025-11-28T22:56Z [---] followers, [---] engagements

"Extreme Hot Take: Bitcoin is the most overrated asset today"
X Link 2025-11-28T23:08Z [---] followers, [--] engagements

"@Courage_wins @OndasHoldings I am significantly increasing my position similar to you I see the following: - People misunderstanding the drone use case. - Similar to how $RKLB gets contracts $ONDS has room for even more worldwide. - This reminds me of Anduril but a different ecosystem (defense nature)"
X Link 2025-11-29T21:28Z [---] followers, [---] engagements

"@Courage_wins @OndasHoldings I could be wrong I am still learning but thats my methodology. The recent acquisition and revenue ramp up over past year has been ridiculous. After watching some interviews it feels we can trust the CEO as hes very focused in the way he speaks"
X Link 2025-11-29T21:30Z [---] followers, [--] engagements

"@Courage_wins Couple more questions. Ive tiptoed buying $RKLB vs $ONDS. Whats your take being in both ONDS has more potential. People havent caught up to its products the CEO the buildout. But it feels like I shoulda been buying more in the 5-7 range and now its late. How do you decide"
X Link 2025-12-09T00:47Z [---] followers, [---] engagements

"@Courage_wins NFA just curious on your experience and how you dont get distracted with other market opportunities or the fact that the company moves fast and it feels like you missed the boat. Sorry I am a newer investor trying to learn as fast as possible in the ways ppl like you have"
X Link 2025-12-09T00:49Z [---] followers, [--] engagements

"@wealthmatica @meetblossomapp Easily replace $DUOL with $LMND and its a great [--] stock portfolio"
X Link 2025-12-14T23:45Z [---] followers, [---] engagements

"@accounting_ds Do you have a $CIFR deep dive explaining why you chose it. I looked at the financials and just the whole collocation is inferior to $IREN and $NBIS its longer term and safer with no GPU downside but way less upside. I loved the $TE deep dive and agree"
X Link 2025-12-18T19:34Z [---] followers, [---] engagements

"@MB_Hogan @StockChaser_ Why $CIFR over $IREN the collocation provides lower revenues less tech therefore less advantage and overall FAR less upside especislly $/GW than both $NBIS and $IREN. I dont see the hype What am I missing"
X Link 2025-12-20T19:44Z [---] followers, [---] engagements

"@SylentTrade 70% $IREN 20% $HIMS 10% $OSCR 0% $CLSK"
X Link 2025-12-23T03:40Z [---] followers, [---] engagements

"@nicaqs Insanity. Are you riding the same stocks into [----] or got more that are unmentioned I agree with $PATH $IREN $TE"
X Link 2025-12-23T21:27Z [---] followers, [---] engagements

"@wealthmatica $PATH is the most overlooked stock rn. $IREN the most misunderstood as the economics are complicating to predict similar to $NBIS and market is slow to realize even retail wont have those numbers right. $PATH not so much even just comparing diluted EPS today from one year ago"
X Link 2025-12-23T22:27Z [---] followers, [---] engagements

"The Best [--] Companies Going Into [----]. [--]. $IREN [--]. $NBIS [--]. $ONDS [--]. $PATH [--]. $LMND [--]. $EOSE [--]. $TE [--]. $KRKNF [--]. $HIMS [--]. $ASTS [--]. $ZETA [--]. $OSCR"
X Link 2025-12-24T06:22Z [---] followers, [---] engagements

"@hypergrowth102 If $HIMS and $ASTS were 10B market cap which would you buy and would that answer change if both were 5B or 1B Im intrigued how euphoric the market is over $ASTS but you still chose $HIMS. Also im not sure if you go deep into questions on your sub just curious on your ideologies"
X Link 2025-12-27T20:17Z [---] followers, [---] engagements

"@moninvestor Interesting post. However would you even hold 3-5 years out or even over [--] years out"
X Link 2025-12-28T02:26Z [---] followers, [---] engagements

"@SpacBobby Whats next up to you Even this far in the cycle and do you hold these stocks even if a serious drawdown / pullback were to occur"
X Link 2025-12-29T04:45Z [---] followers, [--] engagements

"@SpacBobby By options you mean LEAPS or you mean puts Also do you focus on a more concentrated portfolio with core positions for the long term If so I assume $KRKNF and $NBIS are the plays you presume will be next do you have any other ideas/plays in mind. I ask because I hold the same"
X Link 2025-12-29T05:53Z [---] followers, [---] engagements

"@itschrisray Now its buy and hold as much $ONDS as possible Id hope. 😈"
X Link 2025-12-29T16:00Z [---] followers, [---] engagements

"@itschrisray Agreed way earlier / more upside for $ONDS smaller TAM though. But a lot of investors on X care more about finding names than digesting thesis so less analytical questions more portfolio/name finding. I try to understand the logic of concentrated investors like you. Inspiring"
X Link 2025-12-29T22:12Z [---] followers, [---] engagements

"@itschrisray As a younger/newer investor it helps to understand your thinking dive into logistics thesis deep dives to know the companies you hold. I used to look for names but alpha is in concentration/understanding. I hold [--] companies but wish it was lower. How do you concentrate easily"
X Link 2025-12-29T22:16Z [---] followers, [--] engagements

"@BullTradeFinder No $HIMS"
X Link 2025-12-30T00:14Z [---] followers, [---] engagements

"@babyfolio I agree heavily with $NBIS and $IREN but do you not agree that $CIFR is inferior to the other two in relation to their collocation system. Sure less risk but less upside for sure. Do you agree"
X Link 2025-12-31T01:21Z [---] followers, [---] engagements

"@jrouldz I also love this idea. Literally almost all my stocks are in this range. $IREN $PATH $ONDS $EOSE $LMND $ZETA $TE $KRKNF MAYBE $OSCR / $CIFR $ROOT $FUBO Not sure how many you agree with but these are my personal favourite ideas I wondered which you like that you arent holding"
X Link 2025-12-31T01:29Z [---] followers, [----] engagements

"@investingwithac Couple questions. Im not a bear just cautious. How do you feel about 87% of membership in [--] states How will they get past profitability with low MLR/SGAmembership growth is one of the only ways by expanding to more states but storyseems reliant on ACA and policies too much no"
X Link 2025-12-31T01:43Z [---] followers, [---] engagements

"@investingwithac @TheRayMyers Not $ZETA"
X Link 2025-12-31T05:09Z [---] followers, [---] engagements

"@EventuallyWLTHY I get why though. $HIMS and $ONDS are longer term plays with way larger TAM that can be 5-10 year holds. $PGY and $HROW are very specific lower TAM. Yes both are cheap but even $PGY is rate cut sensitive not necessarily a long term hold. $FUBO could be a long term large TAM too"
X Link 2025-12-31T21:50Z [---] followers, [---] engagements

"@hypergrowth102 Hopefully $HIMS leads the way 🤞"
X Link 2026-01-01T17:18Z [---] followers, [--] engagements

"@YodaStockInvest No way. I respectfully think $NBIS and $IREN move way faster than $SOFI howd you get those targets $SOFI too high $NBIS / $IREN too low. Wow that $FUBO target no way $KRKNF to 10X maybe"
X Link 2026-01-04T00:42Z [---] followers, [---] engagements

"@accounting_ds Eh. Agree that once Wall Street finds then alpha and big gains are less likely. But $RKLB / $ASTS are still 5-10X over long term $TE $ONDS $LMND $PATH $EOSE $KRKNF even $NBIS $IREN all still have runway how can you say otherwise to any of these"
X Link 2026-01-04T19:17Z [---] followers, [---] engagements

"@accounting_ds Question I respect your DD a lot so Im just curious that you and some people say many names dont have alpha anymore and are overvalued or overmentioned but you all hold same companies for ex you hold $CIFR and $NBIS which is my point. There is still a lot of upside there"
X Link 2026-01-04T23:35Z [---] followers, [---] engagements

"@nikoliasgoninus The sentiment on $HIMS is so bad and I think alot of people left and followed the crowd. Sure metrics dropped by its a transition. Many investors showed that they infact do invest in quarters not years. Props to you and few others like @hypergrowth102 for holding all throughout"
X Link 2026-01-05T03:28Z [---] followers, [---] engagements

"@BlackPantherCap Do you ever do DD Just curious cause we have literally almost identical portfolios and I feel like its bubble territory since many of our names are FinX favourites"
X Link 2026-01-05T18:14Z [---] followers, [---] engagements

"@hypergrowth102 Hey Trav how do you feel about the hype surrounding $PATH and $ZETA just out of curiosity"
X Link 2026-01-05T23:11Z [---] followers, [---] engagements

"@itschrisray I love it If a -20% crash were to happen and you had 50K to invest which stocks would you pick first and why Sorry Ive asked a similar question im just wondering if your conviction resides in your portfolio or if you have some serious watchlist stocks"
X Link 2026-01-06T00:39Z [---] followers, [--] engagements

"@Kajiastic Thats insane. Id never full port but Id consider if this ever dropped that low. Off topic but with all the hype surrounding $ZETA are you still more bullish on $NBIS and $HIMS Does your allocation represent conviction levels cause it fees $NBIS can go higher than $ZETA LT"
X Link 2026-01-06T01:37Z [---] followers, [---] engagements

"@AS_Investing What other stocks do you see 5x in [--] years with"
X Link 2026-01-06T01:51Z [---] followers, [--] engagements

"@topsecretstocks If you had to consolidate your portfolio to 5-7 holdings which would you hold Obviously wed assume you are holding for multiple years out of curiosity"
X Link 2026-01-06T05:48Z [---] followers, [--] engagements

"@wealthmatica No worries we appreciate the alpha man Quick question out of the following three which do you believe has the most potential via PTs analysis and total evaluation out of $PATH $NBIS and $ZETA if you had to rank the three. I know your heavy all of em so I thought Id ask"
X Link 2026-01-06T19:37Z [---] followers, [---] engagements

"@hypergrowth102 Very excited. Quality investment chosen by quality investors. Amazing numbers great CEO but I just dont see the long term opportunity I feel its more of a value play for 3-5 years. Competitive landscape $HIMS $LMND maybe even $PATH (also competitive not too LT)"
X Link 2026-01-06T22:09Z [---] followers, [---] engagements

"@Gubloinvestor Where are you getting 4X in one year bro please share the alpha"
X Link 2026-01-06T23:13Z [---] followers, [--] engagements

"@Gubloinvestor Wow 4X in 1-2 years thats insane. Any others have the potential of $ZETA in your view To me $NBIS and $IREN have more potential"
X Link 2026-01-06T23:25Z [---] followers, [---] engagements

"@nicaqs I prefer $PATH over $ZETA what about you From here which stocks are you personally most bullish on for the longer term not just trades NFA"
X Link 2026-01-08T03:51Z [---] followers, [---] engagements

"Sweet mother of god. I just seen [--] identical posts saying Buying $ZETA here is like buying $PLTR at $12 or like $PLTR at $23. Wow something is wrong here. $PATH"
X Link 2026-01-08T03:53Z [---] followers, [---] engagements

"@DrTomsLens @TheRonnieVShow Dont you guys feel like there is just higher multi-bagger potential in a stock like $NBIS or $HIMS or $PATH to be fair Revenue growth and primarily their stories have larger TAMs and overall potential would you not say"
X Link 2026-01-08T04:41Z [---] followers, [---] engagements

"@bjmtweets 15% cash position. Looking to make it 20-25% max. Stay ready always buy convictions. Like $LMND"
X Link 2026-01-08T06:32Z [---] followers, [--] engagements

"@DrTomsLens @TheRonnieVShow Im not concerned about 100x as thats rare and not the goal maybe 5x. The goal is 10-20X. I see $ZETA possibly doing that in the next decade due to undervaluation but Im saying is there not any company you think could outdo this potential in a 5-10 yr period $NBIS $HIMS etc"
X Link 2026-01-08T07:05Z [---] followers, [---] engagements

"@itschrisray Such an underrated company. One of the easiest 5-10 year holds in the market imo. Not many companies id feel comfortable holding super long but $LMND easily one of those companies. Execution MAYA ratios TAM presentation interface best in business"
X Link 2026-01-09T03:10Z [---] followers, [---] engagements

"@TheRonnieVShow $FLNC even though Im really surprised you never mention $PATH"
X Link 2026-01-09T20:21Z [---] followers, [----] engagements

"@itschrisray I womder if the new Deepseek model in February will cause some concerns. Maybe it will be the reason we see a pullback im hoping to add for sure. More $LMND $ONDS $IREN $NBIS $EOSE $TE"
X Link 2026-01-09T22:31Z [---] followers, [---] engagements

"@TheRonnieVShow Which would you go all in if you had to and do you prefer $OSCR or $ZETA more over a 3-5+ year period"
X Link 2026-01-10T03:58Z [---] followers, [---] engagements

"@LongInnovation Why is $IREN not up there in generational Despite the questions/risks the wait-see list could be generational like $HIMS. What about $EOSE $TE $ASTS. I think $ZETA / $PATH more a case of undervaluation and good charts but not generational. Thoughts"
X Link 2026-01-11T01:19Z [---] followers, [---] engagements

"@Kajiastic Really $ROOT At what price would $ZETA have to drop for it to re-take the lead Also which companies do you believe could 5X in [--] years out of the ones you own or maybe even dont own Im not holding you to it I just wondered if we share the same opinion on them"
X Link 2026-01-12T00:08Z [---] followers, [---] engagements

"@BlackPantherCap Are they all 5x in [--] years for you outside of $GOOG and $HOOD Id say $ZETA is the weakest no And $CIFR shouldnt do as well as $IREN and $NBIS due to weaker but safer collocation plan imo"
X Link 2026-01-12T20:02Z [---] followers, [---] engagements

"$OSCR $ZETA $PATH $ROOT are all in the growth stocks in the same category of interesting small-mid cap plays. The thing is none of them are as interesting potential wise when compare to the heavy volatility in both directions of $IREN $HIMS $NBIS $ONDS $LMND even $PNG $EOSE $TE"
X Link 2026-01-14T22:50Z [---] followers, [---] engagements

"@topsecretstocks Looking into your port $HIMS is the best buy right now imo even over $ZETA. $HIMS $ZETA over next [--] years. Not sure about extreme sentiment around $ZETA. $HIMS / $NBIS /$IREN have more potential. $ASTS / $RKLB both amazing but once the street knows its too late. Thoughts"
X Link 2026-01-15T00:36Z [---] followers, [---] engagements

"@topsecretstocks All good investments but you simply cannot say upside is close it wil differ in the long run. Especially different market caps/industries. $HIMS sentiment dead. $NBIS / $IREN have likely the most potential. $RKLB and $ASTS arent the same entries you once had early on no"
X Link 2026-01-15T00:54Z [---] followers, [---] engagements

"@TheRonnieVShow This is one portfolio How many do you have and are the holdings similar Primarily $ZETA and $OSCR"
X Link 2026-01-15T02:47Z [---] followers, [---] engagements

"@itschrisray @aleabitoreddit Very strange. How do you feel about everyone following/crowding/knowing about same tickets like $NBIS $IREN $ONDS $ASTS kinda worrisome (most searched). Amazing companies but is the alpha gone I feel people in these companies dont understand them fully are we in trouble"
X Link 2026-01-15T23:00Z [---] followers, [---] engagements

"@EventuallyWLTHY My guess is $ZETA or $OSS 😂"
X Link 2026-01-16T00:51Z [---] followers, [---] engagements

"@wealthmatica Dont give up on $HIMS. Thats what they want you to do. Sentiment is so dead and so low people dont know whats coming. All the fomo buyers are gone these are the real investors now. $ZETA or $PATH who performs better based on your personal [--] year estimates"
X Link 2026-01-16T00:53Z [---] followers, [---] engagements

"@LandoInvests I agree. It feels so wrong like were in our own FinX bubble. I feel upset that FinX has rotated towards my names a lot of the people I feel dont understand it. I hold $ONDS $NBIS $EOSE $IREN wow but they cannot convince me to sell"
X Link 2026-01-16T02:59Z [---] followers, [---] engagements

"@AI_EnergyHub @itschrisray @aleabitoreddit Still feels early with $IREN only [---] contracted GW out of an eventual 3GW+. But damn its tuff seeing it be one of the top searched tickers. That post messed with me. $IREN is literally a top [--] conviction for me I would be comfortable going all in but searches on X left me upset"
X Link 2026-01-16T03:26Z [---] followers, [---] engagements

"@LandoInvests Wait what are you specializing in specifically We are both under [--] and in the construction industry except im in Canada though Big $IREN bull here too cause i see you own that"
X Link 2026-01-16T17:09Z [---] followers, [---] engagements

"@AuditTheHerd How would you rank your companies based on who you are most confident in to 5X. Do you base allocation this way accordingly I only hold $LMND here but $PATH / $TEM confuses me I wont lie and I gotta look into $ODD. Do you change the port a lot or hold in 3-5 yr periods"
X Link 2026-01-17T23:47Z [---] followers, [---] engagements

"@otium33 How do you feel that the most searched tickets on x are $IREN $NBIS and $ONDS Is the alpha gone in your view and are they still the best opportunities NFA cause these are literally my top [--] positions been holding them for months but id like to hear your view on the popularity"
X Link 2026-01-25T19:49Z [---] followers, [---] engagements

"@MontanaMatos Deep dive incoming"
X Link 2026-01-29T07:18Z [---] followers, [--] engagements

"@hypergrowth102 I am so curious to see how the next 5-10 years plays out here. I wonder how big the allocation of $HIMS can be if it 2-3X even. Wow. Still prefer $HIMS over $PATH $ZETA $DUOL too"
X Link 2026-01-30T00:59Z [---] followers, [---] engagements

"@hypergrowth102 Idk about you im just not sold on the longevity of $PATH / $ZETA / $DUOL amongst a changing/competitive AI landscape where everyday is changing nobody truly knows who has the competitive advantage in 2-5 years time imo. $HIMS has competition but larger TAM broad offerings"
X Link 2026-01-30T02:33Z [---] followers, [---] engagements

"@DrTomsLens $HIMS is the best opportunity imo but is the least cheap. It isnt suffering from the complicated competitive and unknowns that the software space will find in the coming 3-5 years as new AI applications change the landscape. We cannot guarantee the success of $PATH $DUOL"
X Link 2026-01-30T22:47Z [---] followers, [---] engagements

"@topsecretstocks @UiPath I thought you were against $PATH and didnt invest because of its competitive landscape. Its tricky cause the charts favour it but weak sentiment sector similar to $ZETA. $ZETA has amazing numbers to prove undervaluation $PATH has to prove the numbers = more potential/more risk"
X Link 2026-01-16T03:42Z [---] followers, [---] engagements

"@topsecretstocks Only thing to consider is not all of these companies will pan out. $PGY $ZETA $DLO $HROW are quality. $TE $EOSE $HIMS for high risk/reward those [--] my favourite along with $PGY. Considering $OSS what are your [--] fav picks for a [--] year hold sir"
X Link 2026-01-20T23:53Z [---] followers, [---] engagements

"@BastianelliLore Agree with $HIMS. Thoughts on $PATH it seems like a company you would cover"
X Link 2026-01-24T22:25Z [---] followers, [---] engagements

"@WealthyReadings I think the same can be said for $PATH. But you wouldnt agree so 🤷. We dont know what the landscape wil look like and many platforms can do and compete with $PATH at cheaper prices"
X Link 2026-02-02T00:04Z [---] followers, [---] engagements

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