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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, $tsla, $lmnd, tesla the most. They currently have XXXXX followers and XXX 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 XXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX +992%

### 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)


### 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 -XXXX%
- X Month XXXXX -XXXX%
- 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)  [automotive brands](/list/automotive-brands)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[hims](/topic/hims), [$tsla](/topic/$tsla), [$lmnd](/topic/$lmnd), [tesla](/topic/tesla), [nvda](/topic/nvda), [$nvda](/topic/$nvda), [$hims](/topic/$hims), [meta](/topic/meta), [$meta](/topic/$meta), [$duol](/topic/$duol)

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

"Is $NBIS the Apple of Datacenters πŸš€ 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 1988 followers, 1261 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 1998 followers, 1412 engagements


"@Tslachan Excited to see Tesla electrify Indias roads"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1945059575289221201) 2025-07-15 09:55:14 UTC 1954 followers, XXX engagements


"🧡 This was my Portfolio Update end of June: After +100% in 2024 doing good in 2025 so far X Portfolio up +34% YTD πŸš€ - NASDAQ: -X% πŸ“‰ - S&P 500: +0.5% 🟒 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 1978 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 1968 followers, XX engagements


"Odditys Beauty-Tech Boom 1/ Oddity (ticker $ODD) reported a XX% revenue growth in Q1 2025 with $87M free cash flow and nearly XX% gross margins. 2/ Their AI-driven direct-to-consumer model is redefining beauty tech mixing personalization with scalable tech. 3/ Its a reminder that beauty isnt just luxury its a tech-enabled essential for many. Could this be the future of retail"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1942633596923396464) 2025-07-08 17:15:16 UTC 1988 followers, XXX engagements


"2 Outperformed even during April's -XX% dip. Resilience = high-quality picks + my Business Ontology Framework πŸ’‘"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1946964348460523943) 2025-07-20 16:04:08 UTC 1978 followers, XX engagements


"4 Key moves: - Sold SE ❌ - Bought MELI πŸ›’ - Adjusted PLTR & HIMS - Used options for extra returns πŸ’Έ"  
![@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 1978 followers, XX 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 1982 followers, XXX engagements


"As time pass these two happens at the same time: πŸ’ΈAs $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. ⚑As $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 1965 followers, XXX 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 1978 followers, XXX engagements


"$META and $TSLA will be $XX Trillion πŸ’°companies in a few years thanks to a global scale flywheel they are leveraging. Recent Zuck moves made clear what are the critical factors additional to owning data to win the AI race: β›Ή Talents: if Zuck is paying best AI expert like Ronaldo it means he cannot win the AI race without them. πŸͺ« Power: Zuck is securing more and more power to feed $METAs Datacenter. Let me explain the flywheel πŸ‘‡"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1944004728179855430) 2025-07-12 12:03:39 UTC 1952 followers, XXX engagements


"5 Plan: Hold steady unless fundamentals change. πŸ§˜β™‚"  
![@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 1952 followers, XXX engagements


"@arrighiPA $COLLAT is shaping the future of real-world asset liquidity"  
![@BastianelliLore Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1679156148.png) [@BastianelliLore](/creator/x/BastianelliLore) on [X](/post/tweet/1944498651902165243) 2025-07-13 20:46:20 UTC 1982 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 1997 followers, XXX 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 1992 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 1956 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 1978 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 1988 followers, XXX 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, $tsla, $lmnd, tesla the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXXX -XXXX%
  • X Months XXXXXXX +992%

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX -XXXX%
  • X Month XXXXX -XXXX%
  • X Months XXXXX +32%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks automotive brands technology brands finance celebrities exchanges cryptocurrencies

Social topic influence hims, $tsla, $lmnd, tesla, nvda, $nvda, $hims, meta, $meta, $duol

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

Top Social Posts #


Top posts by engagements in the last XX hours

"Is $NBIS the Apple of Datacenters πŸš€ 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 1988 followers, 1261 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 1998 followers, 1412 engagements

"@Tslachan Excited to see Tesla electrify Indias roads"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-15 09:55:14 UTC 1954 followers, XXX engagements

"🧡 This was my Portfolio Update end of June: After +100% in 2024 doing good in 2025 so far X Portfolio up +34% YTD πŸš€ - NASDAQ: -X% πŸ“‰ - S&P 500: +0.5% 🟒 I may make some moves after the coming ERs"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 16:04:07 UTC 1978 followers, XXX engagements

"@peterjwolff Thanks @peterjwolff Any other big bets"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 16:13:14 UTC 1968 followers, XX engagements

"Odditys Beauty-Tech Boom 1/ Oddity (ticker $ODD) reported a XX% revenue growth in Q1 2025 with $87M free cash flow and nearly XX% gross margins. 2/ Their AI-driven direct-to-consumer model is redefining beauty tech mixing personalization with scalable tech. 3/ Its a reminder that beauty isnt just luxury its a tech-enabled essential for many. Could this be the future of retail"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-08 17:15:16 UTC 1988 followers, XXX engagements

"2 Outperformed even during April's -XX% dip. Resilience = high-quality picks + my Business Ontology Framework πŸ’‘"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 16:04:08 UTC 1978 followers, XX engagements

"4 Key moves: - Sold SE ❌ - Bought MELI πŸ›’ - Adjusted PLTR & HIMS - Used options for extra returns πŸ’Έ"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 16:04:08 UTC 1978 followers, XX 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 1982 followers, XXX engagements

"As time pass these two happens at the same time: πŸ’ΈAs $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. ⚑As $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 1965 followers, XXX 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 1978 followers, XXX engagements

"$META and $TSLA will be $XX Trillion πŸ’°companies in a few years thanks to a global scale flywheel they are leveraging. Recent Zuck moves made clear what are the critical factors additional to owning data to win the AI race: β›Ή Talents: if Zuck is paying best AI expert like Ronaldo it means he cannot win the AI race without them. πŸͺ« Power: Zuck is securing more and more power to feed $METAs Datacenter. Let me explain the flywheel πŸ‘‡"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-12 12:03:39 UTC 1952 followers, XXX engagements

"5 Plan: Hold steady unless fundamentals change. πŸ§˜β™‚"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-20 16:04:08 UTC 1952 followers, XXX engagements

"@arrighiPA $COLLAT is shaping the future of real-world asset liquidity"
@BastianelliLore Avatar @BastianelliLore on X 2025-07-13 20:46:20 UTC 1982 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 1997 followers, XXX 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 1992 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 1956 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 1978 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 1988 followers, XXX engagements

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