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# ![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1679156148.png) @BastianelliLore Lorenzo2cents | Business Ontology

Lorenzo2cents | Business Ontology posts on X about hims, $lmnd, $tsla, tesla the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1679156148/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679156148/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +1,161%

### Mentions: XX [#](/creator/twitter::1679156148/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679156148/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +856%

### Followers: XXXXX [#](/creator/twitter::1679156148/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679156148/c:line/m:followers.svg)

- X Week XXXXX +12%
- X Month XXXXX +1.30%
- X Months XXXXX +32%

### CreatorRank: XXXXXXX [#](/creator/twitter::1679156148/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1679156148/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1679156148/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [countries](/list/countries)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[hims](/topic/hims) 12.24%, [$lmnd](/topic/$lmnd) #109, [$tsla](/topic/$tsla) 8.16%, [tesla](/topic/tesla) 8.16%, [wellness](/topic/wellness) #293, [$odd](/topic/$odd) #1, [$hims](/topic/$hims) 6.12%, [$duol](/topic/$duol) 4.08%, [meta](/topic/meta) 4.08%, [dtc](/topic/dtc) XXXX%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@peterjwolff](/creator/undefined) [@alc2022](/creator/undefined) [@paperbaginvest](/creator/undefined) [@f4845uh](/creator/undefined) [@arrighipa](/creator/undefined) [@elonmusk](/creator/undefined) [@tesla](/creator/undefined) [@teslaconomics](/creator/undefined) [@teslacarsonly](/creator/undefined) [@robotaxi](/creator/undefined) [@tslachan](/creator/undefined) [@carlosfagar](/creator/undefined) [@grok](/creator/undefined) [@shotcalla805](/creator/undefined) [@harunaa262](/creator/undefined)

**Top assets mentioned**
[Lemonade, Inc. (LMND)](/topic/$lmnd) [Tesla, Inc. (TSLA)](/topic/$tsla) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb)
### Top Social Posts [#](/creator/twitter::1679156148/posts)
---
Top posts by engagements in the last XX hours

"๐Ÿงต This was my Portfolio Update end of June: After +100% in 2024 doing good in 2025 so far X Portfolio up +34% YTD ๐Ÿš€ - NASDAQ: -X% ๐Ÿ“‰ - S&P 500: +0.5% ๐ŸŸข I may make some moves after the coming ERs"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946964347093184945) 2025-07-20 16:04:07 UTC 2067 followers, XXX engagements


"As time pass these two happens at the same time: ๐Ÿ’ธAs $META and $TSLA gain edge on their AI models and deliver real world use cases they gain world GDP share which allow them to make more money and pay higher and higher salaries to top AI talents. This is on top of becoming more and more attractive for talents since more real world use cases generate more data which are the fuel needed to build better and more interesting use cases. โšกAs $META and $TSLA gain edge on their AI models and deliver real world use cases they gain world power consumption share which allow them to be the most"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1944004730595803454) 2025-07-12 12:03:40 UTC 2023 followers, XXX engagements


"Pre 2021 the salary situation was similar to now but inflation was under control at least. In the last years I wondered how normal people could keep spending at this pace (In Italy restaurants and hotels have been full destpite prices kept rising). Sooner or later the cycle will end badly"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948740512606744966) 2025-07-25 13:41:58 UTC 2072 followers, XXX engagements


"Hard to replicate: Incumbents rely on wholesale/retail models lacking first-party data moats and AI infrastructure. Shifting to DTC disrupts their operations requires massive R&D (e.g. ODDITY LABS with XX scientists) and building trust and scale from scratch is resource-intensive. Sound familiar Access to my deep dive for free (Link in Bio)"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948778534954033161) 2025-07-25 16:13:03 UTC 2072 followers, XXX engagements


"Private cars Robotaxies Robots Diners Robots at home (Optimus) Solar & Batteries Chargers we will be able to live a seamless $TSLA experience all day long. @elonmusk is building an ecosystem I would not be surprised to see -anytime soon - a Tesla-xAI-powered mobile device to close the chain. Another possibility is a Tesla-xAI OS to be licensed to hw devices manufactures"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1947255259300008109) 2025-07-21 11:20:06 UTC 2066 followers, XXX engagements


"Is $NBIS the Apple of Datacenters ๐Ÿš€ Imagine buying $NVDA with leverageNebius is crushing it in AI cloud with 600%+ growth NVIDIA backing & elite ex-Yandex talent. Full-stack verticalization for unbeatable efficiency Why its poised for 50%+ CAGR & outpacing hyperscaler I address it and more in my deep dive (link in bio)"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946219832791208035) 2025-07-18 14:45:41 UTC 2067 followers, 1273 engagements


"4 Key moves: - Sold SE โŒ - Bought MELI ๐Ÿ›’ - Adjusted PLTR & HIMS - Used options for extra returns ๐Ÿ’ธ"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946964350142431275) 2025-07-20 16:04:08 UTC 2028 followers, XX engagements


"Hims and Hers Retention Power 1/ Hims boasts XX% user retention at X weeks and XX% at XX weeks well above the XX% industry baseline. 2/ Their AI + platform approach creates habit-forming healthcare thats personalized and affordable. 3/ Telehealths future is sticky subscriptions not one-off visits. Would you pay for that convenience"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946978408589894006) 2025-07-20 17:00:00 UTC 2066 followers, XXX engagements


"If you believe in $LMND you should study $ODD. Oddity is disrupting beauty and wellness incumbents just as Lemonade is disrupting insurance incumbents. With a P/E of XX $ODD is one of the most undervalued companies in the market. FinX skeptics dismiss it as a scam without factual evidence to support their claims (prove me wrong). Despite a XX% YTD increase short interest on the float remains at 19%. In other words the share price could surge significantly this year if my thesis holds. ๐Ÿ‘‡"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948778530260595138) 2025-07-25 16:13:02 UTC 2072 followers, 1839 engagements


"Oddity's flywheel: Its DTC model collects vast customer data via quizzes and interactions fueling AI for personalized beauty and wellness product matching (e.g. acne tracking with XX% accuracy) driving high satisfaction repeat purchases (60% of revenue) and more data for refinementcreating self-reinforcing growth. DTC is key enabling direct data access AI personalization and control over customer experience bypassing retail intermediaries for efficiency and loyalty (e.g. 100%+ repeat purchase rate). ๐Ÿ‘‡"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948778533536346595) 2025-07-25 16:13:03 UTC 2072 followers, XXX engagements


"All what matters now is on track $TSLA Q2 2025 was a seminal point in Tesla's history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in Al robotics and related services Our first Robotaxi service launched in Austin in June. While the service is limited in initial scope we believe our approach to autonomy - a camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles - allows us to continually improve safety rapidly scale the network and improve profitability We"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948118751292817467) 2025-07-23 20:31:19 UTC 2072 followers, XXX engagements


"Oddity is positioned as a disruptive force in the beauty and wellness industry primarily through its flagship brands IL MAKIAGE and SpoiledChild. The company is evolving beyond traditional consumer products by developing a telehealth platform (referred to as Brand 3) which could mirror successful models like $HIMS expanding into broader health and wellness services. Like $LMND $ODD is adding new products and verticals to cross-sell to its customer base. ๐Ÿ‘‡"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1948778531850236188) 2025-07-25 16:13:03 UTC 2072 followers, XXX engagements


"Rocket Lab is gearing up for serious lift-off. With a $606M backlog strong government ties and rising satellite momentum RKLBs future isnt just bright its booked. The long game is in motion. Full story via @BastianelliLore #RocketLab #SpaceEconomy #RKLBgrowth #SatelliteBoom #BacklogPower"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1935306499737149868) 2025-06-18 12:00:00 UTC 2065 followers, XXX engagements


"@peterjwolff Thanks @peterjwolff Any other big bets"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946966640480178447) 2025-07-20 16:13:14 UTC 2024 followers, XX engagements


"Rocket Labs Asymmetric Space Bets 1/ Rocket Lab isnt just launching rockets its building space infrastructure for the long haul. 2/ Q1 backlog grew by X% and their Neutron booster aims to enable reusable spaceflight. 3/ This is an asymmetric bet: huge upside but high execution risk. Would you take that risk"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1945528865993990393) 2025-07-16 17:00:02 UTC 2067 followers, XXX engagements


"Among the XX stocks I own I am probably most excited about $LMND earnings as it is the only one I expect to take action on. Ill increase substantially my position if My Proprietary Adjusted Rule of XX Score for Car will improve"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1947746293520191659) 2025-07-22 19:51:18 UTC 2066 followers, 2870 engagements


"$RKLB made a 2X from my last update in May where I explained why Rocket Lab investment was Increasing the Asymmetry (go check it at the link in bio). I believe the market figured it out. $RKLB is now XX% of my portfolio (7X since I published my deep dive in Sept 2024) but I am not trimming because it could 10x from here in the next few months or so. Of course it could also lose XX% or more of the market cap based on market sentiment and how far investors will look"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946228133889544471) 2025-07-18 15:18:40 UTC 2067 followers, XXX engagements


"I publish rarely about $TSLA but it will be the biggest company in a few years (8% of my portfolio now)"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946576664533631185) 2025-07-19 14:23:37 UTC 2066 followers, XXX engagements


"Nebius The AI Cloud Infrastructure Play 1/ The AI cloud market is projected to hit $647B by 2030 with a XX% CAGR. Nebius targets 1520% market share. 2/ They reported XXX% YoY growth while innovating energy recycling from server heat talk about efficiency and scale 3/ Think of Nebius as the leveraged play on AI hardware infrastructure without paying $NVDA prices. Intriguing right"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1945166472856080494) 2025-07-15 17:00:01 UTC 2035 followers, XXX engagements


"5 Plan: Hold steady unless fundamentals change. ๐Ÿง˜โ™‚"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946964350859665905) 2025-07-20 16:04:08 UTC 2028 followers, XXX engagements


"If the coming ER will confirm the trend of selected KPIs I'll be adding big to my already considerable (68% of portfolio) position $LMND hoping the market don't wake up sooner than that"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946947073359638700) 2025-07-20 14:55:29 UTC 2066 followers, XXX engagements


"Business Ontology & AI Moats 1/ Tesla Rocket Lab Meta Duolingo Lemonade Hims what ties them AI-driven business ontologies giving scale & durable moats. 2/ The AI backbone lets them operate more efficiently and adapt faster than legacy players. 3/ The future belongs to those who embed AI at the core are you ready to invest in AI-first companies"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1944804334199312468) 2025-07-14 17:01:00 UTC 2052 followers, XXX engagements


"$ODD is already XX% of my portfolio so I am good like that I do not plan for any change to the position. I expect they keep delivering on their XX% + growth goal and likely they will accelerate with brand X launch ๐Ÿš€ Every quarter my conviction increase as I see the management executing their plan. Hold and get rich ๐Ÿค‘ thats my strategy for now ๐Ÿ˜‚๐Ÿ˜Ž"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1947904484169990300) 2025-07-23 06:19:53 UTC 2056 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.]

@BastianelliLore Avatar @BastianelliLore Lorenzo2cents | Business Ontology

Lorenzo2cents | Business Ontology posts on X about hims, $lmnd, $tsla, tesla the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX -XXXX%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXX +1,161%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXX +856%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +12%
  • X Month XXXXX +1.30%
  • X Months XXXXX +32%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXXX% automotive brands XXXX% technology brands XXXX% exchanges XXXX% countries XXXX% celebrities XXXX%

Social topic influence hims 12.24%, $lmnd #109, $tsla 8.16%, tesla 8.16%, wellness #293, $odd #1, $hims 6.12%, $duol 4.08%, meta 4.08%, dtc XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @peterjwolff @alc2022 @paperbaginvest @f4845uh @arrighipa @elonmusk @tesla @teslaconomics @teslacarsonly @robotaxi @tslachan @carlosfagar @grok @shotcalla805 @harunaa262

Top assets mentioned Lemonade, Inc. (LMND) Tesla, Inc. (TSLA) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) Hims & Hers Health, Inc. (HIMS) Duolingo, Inc. Class A Common Stock (DUOL) NVIDIA Corp. (NVDA) Metadium (META) Nebius Group N.V. Class A Ordinary Shares (NBIS) Rocket Lab USA, Inc. Common Stock (RKLB)

Top Social Posts #


Top posts by engagements in the last XX hours

"๐Ÿงต This was my Portfolio Update end of June: After +100% in 2024 doing good in 2025 so far X Portfolio up +34% YTD ๐Ÿš€ - NASDAQ: -X% ๐Ÿ“‰ - S&P 500: +0.5% ๐ŸŸข I may make some moves after the coming ERs"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 16:04:07 UTC 2067 followers, XXX engagements

"As time pass these two happens at the same time: ๐Ÿ’ธAs $META and $TSLA gain edge on their AI models and deliver real world use cases they gain world GDP share which allow them to make more money and pay higher and higher salaries to top AI talents. This is on top of becoming more and more attractive for talents since more real world use cases generate more data which are the fuel needed to build better and more interesting use cases. โšกAs $META and $TSLA gain edge on their AI models and deliver real world use cases they gain world power consumption share which allow them to be the most"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-12 12:03:40 UTC 2023 followers, XXX engagements

"Pre 2021 the salary situation was similar to now but inflation was under control at least. In the last years I wondered how normal people could keep spending at this pace (In Italy restaurants and hotels have been full destpite prices kept rising). Sooner or later the cycle will end badly"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-25 13:41:58 UTC 2072 followers, XXX engagements

"Hard to replicate: Incumbents rely on wholesale/retail models lacking first-party data moats and AI infrastructure. Shifting to DTC disrupts their operations requires massive R&D (e.g. ODDITY LABS with XX scientists) and building trust and scale from scratch is resource-intensive. Sound familiar Access to my deep dive for free (Link in Bio)"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-25 16:13:03 UTC 2072 followers, XXX engagements

"Private cars Robotaxies Robots Diners Robots at home (Optimus) Solar & Batteries Chargers we will be able to live a seamless $TSLA experience all day long. @elonmusk is building an ecosystem I would not be surprised to see -anytime soon - a Tesla-xAI-powered mobile device to close the chain. Another possibility is a Tesla-xAI OS to be licensed to hw devices manufactures"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-21 11:20:06 UTC 2066 followers, XXX engagements

"Is $NBIS the Apple of Datacenters ๐Ÿš€ Imagine buying $NVDA with leverageNebius is crushing it in AI cloud with 600%+ growth NVIDIA backing & elite ex-Yandex talent. Full-stack verticalization for unbeatable efficiency Why its poised for 50%+ CAGR & outpacing hyperscaler I address it and more in my deep dive (link in bio)"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-18 14:45:41 UTC 2067 followers, 1273 engagements

"4 Key moves: - Sold SE โŒ - Bought MELI ๐Ÿ›’ - Adjusted PLTR & HIMS - Used options for extra returns ๐Ÿ’ธ"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 16:04:08 UTC 2028 followers, XX engagements

"Hims and Hers Retention Power 1/ Hims boasts XX% user retention at X weeks and XX% at XX weeks well above the XX% industry baseline. 2/ Their AI + platform approach creates habit-forming healthcare thats personalized and affordable. 3/ Telehealths future is sticky subscriptions not one-off visits. Would you pay for that convenience"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 17:00:00 UTC 2066 followers, XXX engagements

"If you believe in $LMND you should study $ODD. Oddity is disrupting beauty and wellness incumbents just as Lemonade is disrupting insurance incumbents. With a P/E of XX $ODD is one of the most undervalued companies in the market. FinX skeptics dismiss it as a scam without factual evidence to support their claims (prove me wrong). Despite a XX% YTD increase short interest on the float remains at 19%. In other words the share price could surge significantly this year if my thesis holds. ๐Ÿ‘‡"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-25 16:13:02 UTC 2072 followers, 1839 engagements

"Oddity's flywheel: Its DTC model collects vast customer data via quizzes and interactions fueling AI for personalized beauty and wellness product matching (e.g. acne tracking with XX% accuracy) driving high satisfaction repeat purchases (60% of revenue) and more data for refinementcreating self-reinforcing growth. DTC is key enabling direct data access AI personalization and control over customer experience bypassing retail intermediaries for efficiency and loyalty (e.g. 100%+ repeat purchase rate). ๐Ÿ‘‡"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-25 16:13:03 UTC 2072 followers, XXX engagements

"All what matters now is on track $TSLA Q2 2025 was a seminal point in Tesla's history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in Al robotics and related services Our first Robotaxi service launched in Austin in June. While the service is limited in initial scope we believe our approach to autonomy - a camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles - allows us to continually improve safety rapidly scale the network and improve profitability We"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-23 20:31:19 UTC 2072 followers, XXX engagements

"Oddity is positioned as a disruptive force in the beauty and wellness industry primarily through its flagship brands IL MAKIAGE and SpoiledChild. The company is evolving beyond traditional consumer products by developing a telehealth platform (referred to as Brand 3) which could mirror successful models like $HIMS expanding into broader health and wellness services. Like $LMND $ODD is adding new products and verticals to cross-sell to its customer base. ๐Ÿ‘‡"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-25 16:13:03 UTC 2072 followers, XXX engagements

"Rocket Lab is gearing up for serious lift-off. With a $606M backlog strong government ties and rising satellite momentum RKLBs future isnt just bright its booked. The long game is in motion. Full story via @BastianelliLore #RocketLab #SpaceEconomy #RKLBgrowth #SatelliteBoom #BacklogPower"
@BastianelliLore Avatar @BastianelliLore on X 2025-06-18 12:00:00 UTC 2065 followers, XXX engagements

"@peterjwolff Thanks @peterjwolff Any other big bets"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 16:13:14 UTC 2024 followers, XX engagements

"Rocket Labs Asymmetric Space Bets 1/ Rocket Lab isnt just launching rockets its building space infrastructure for the long haul. 2/ Q1 backlog grew by X% and their Neutron booster aims to enable reusable spaceflight. 3/ This is an asymmetric bet: huge upside but high execution risk. Would you take that risk"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-16 17:00:02 UTC 2067 followers, XXX engagements

"Among the XX stocks I own I am probably most excited about $LMND earnings as it is the only one I expect to take action on. Ill increase substantially my position if My Proprietary Adjusted Rule of XX Score for Car will improve"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-22 19:51:18 UTC 2066 followers, 2870 engagements

"$RKLB made a 2X from my last update in May where I explained why Rocket Lab investment was Increasing the Asymmetry (go check it at the link in bio). I believe the market figured it out. $RKLB is now XX% of my portfolio (7X since I published my deep dive in Sept 2024) but I am not trimming because it could 10x from here in the next few months or so. Of course it could also lose XX% or more of the market cap based on market sentiment and how far investors will look"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-18 15:18:40 UTC 2067 followers, XXX engagements

"I publish rarely about $TSLA but it will be the biggest company in a few years (8% of my portfolio now)"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-19 14:23:37 UTC 2066 followers, XXX engagements

"Nebius The AI Cloud Infrastructure Play 1/ The AI cloud market is projected to hit $647B by 2030 with a XX% CAGR. Nebius targets 1520% market share. 2/ They reported XXX% YoY growth while innovating energy recycling from server heat talk about efficiency and scale 3/ Think of Nebius as the leveraged play on AI hardware infrastructure without paying $NVDA prices. Intriguing right"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-15 17:00:01 UTC 2035 followers, XXX engagements

"5 Plan: Hold steady unless fundamentals change. ๐Ÿง˜โ™‚"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 16:04:08 UTC 2028 followers, XXX engagements

"If the coming ER will confirm the trend of selected KPIs I'll be adding big to my already considerable (68% of portfolio) position $LMND hoping the market don't wake up sooner than that"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 14:55:29 UTC 2066 followers, XXX engagements

"Business Ontology & AI Moats 1/ Tesla Rocket Lab Meta Duolingo Lemonade Hims what ties them AI-driven business ontologies giving scale & durable moats. 2/ The AI backbone lets them operate more efficiently and adapt faster than legacy players. 3/ The future belongs to those who embed AI at the core are you ready to invest in AI-first companies"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-14 17:01:00 UTC 2052 followers, XXX engagements

"$ODD is already XX% of my portfolio so I am good like that I do not plan for any change to the position. I expect they keep delivering on their XX% + growth goal and likely they will accelerate with brand X launch ๐Ÿš€ Every quarter my conviction increase as I see the management executing their plan. Hold and get rich ๐Ÿค‘ thats my strategy for now ๐Ÿ˜‚๐Ÿ˜Ž"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-23 06:19:53 UTC 2056 followers, XX engagements

creator/x::BastianelliLore
/creator/x::BastianelliLore