# ![@CompoundAtlas Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1948247776716009472.png) @CompoundAtlas The Compound Atlas

The Compound Atlas posts on X about $oscr, $adur, $root, $kspi the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1948247776716009472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1948247776716009472/c:line/m:interactions.svg)

- [--] Week [------] -34%
- [--] Months [------] +2,787%

### Mentions: [--] [#](/creator/twitter::1948247776716009472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1948247776716009472/c:line/m:posts_active.svg)

- [--] Week [--] -36%
- [--] Months [---] +1,623%

### Followers: [---] [#](/creator/twitter::1948247776716009472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1948247776716009472/c:line/m:followers.svg)

- [--] Week [---] +11%
- [--] Month [---] +67%
- [--] Months [---] +540%

### CreatorRank: [---------] [#](/creator/twitter::1948247776716009472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1948247776716009472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  52.29% [finance](/list/finance)  36.7% [cryptocurrencies](/list/cryptocurrencies)  13.76% [technology brands](/list/technology-brands)  13.76% [automotive brands](/list/automotive-brands)  2.75% [currencies](/list/currencies)  1.83% [countries](/list/countries)  1.83% [social networks](/list/social-networks)  1.83% [travel destinations](/list/travel-destinations)  0.92%

**Social topic influence**
[$oscr](/topic/$oscr) #191, [$adur](/topic/$adur) #9, [$root](/topic/$root) 6.42%, [$kspi](/topic/$kspi) #9, [$pypl](/topic/$pypl) 6.42%, [$baba](/topic/$baba) #233, [baba](/topic/baba) 5.5%, [$7846t](/topic/$7846t) 4.59%, [in the](/topic/in-the) 4.59%, [insurance](/topic/insurance) 4.59%

**Top accounts mentioned or mentioned by**
[@investingwithac](/creator/undefined) [@thelonginvest](/creator/undefined) [@edyy55](/creator/undefined) [@specificwhite](/creator/undefined) [@classicvalueinv](/creator/undefined) [@midascabal](/creator/undefined) [@jminvestment0](/creator/undefined) [@callleefree](/creator/undefined) [@kab](/creator/undefined) [@bjmtweets](/creator/undefined) [@thevaluetrade](/creator/undefined) [@triberuffner](/creator/undefined) [@uzocapital](/creator/undefined) [@joemilneredh](/creator/undefined) [@remodelhealth](/creator/undefined) [@saylordocs](/creator/undefined) [@gubloinvestor](/creator/undefined) [@couchinvestor](/creator/undefined) [@usopen](/creator/undefined) [@carlosalcaraz](/creator/undefined)

**Top assets mentioned**
[Oscar Health, Inc.  (OSCR)](/topic/$oscr) [The Root Network (ROOT)](/topic/$root) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alibaba Group (BABA)](/topic/$baba) [Remitly Global, Inc. (RELY)](/topic/$rely) [ZetaChain (ZETA)](/topic/$zeta) [4 (FOUR)](/topic/$four) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Inspira Technologies OXY B.H.N. Ltd (IINN)](/topic/$iinn) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Cigna Corp (CI)](/topic/$ci) [Bitcoin (BTC)](/topic/$btc) [Progressive Corp (PGR)](/topic/$pgr) [AirSwap (AST)](/topic/$ast) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The market needed this report today JAN. U.S. JOBS REPORT 👇 NONFARM PAYROLLS +130K (Est. +65K) UNEMPLOYMENT RATE 4.3% (Est. 4.4%) PARTICIPATION RATE 62.5% (Est. 62.4%) UNDEREMPLOYMENT 8.0% (Prior 8.4%) AVG. HOURLY EARNINGS MoM 0.4% (Est. 0.3%) PRIVATE PAYROLLS +172K (Est. +68K) MANUFACTURING PAYROLLS JAN. U.S. JOBS REPORT 👇 NONFARM PAYROLLS +130K (Est. +65K) UNEMPLOYMENT RATE 4.3% (Est. 4.4%) PARTICIPATION RATE 62.5% (Est. 62.4%) UNDEREMPLOYMENT 8.0% (Prior 8.4%) AVG. HOURLY EARNINGS MoM 0.4% (Est. 0.3%) PRIVATE PAYROLLS +172K (Est. +68K) MANUFACTURING PAYROLLS"  
[X Link](https://x.com/CompoundAtlas/status/2021590973097054652)  2026-02-11T14:23Z [---] followers, [--] engagements


"Disruption doesnt start with marketing decks. It starts with the headcount. Only one of these companies has a massive concentration of engineers & data scientists. Guess whos actually trying to reinvent a 100-year-old industry. $ROOT $PGR"  
[X Link](https://x.com/CompoundAtlas/status/2021148059837792581)  2026-02-10T09:03Z [---] followers, [----] engagements


"$OSCR Q4 [----] Earnings: The Bull vs. Bear debate. 🐂🐻 Oscar Health is guiding for a massive profitability turnaround in [----] but analysts grilled management on the risks. Here is the Bear Thesis from the call and how CEO Mark Bertolini & team responded. 🧵👇"  
[X Link](https://x.com/CompoundAtlas/status/2021387150290452834)  2026-02-11T00:53Z [---] followers, [---] engagements


"$OSCR "Death Spiral" Simulation 📉 I think this is what market is concerned. Will the membership be at 3M or lower And I believe it's a fair concern given they have missed guidance before. If healthy members churn (Adverse Selection) margins collapse fast. Here is the hypothetical damage if membership misses the 3M target: 📊 The Scenarios [--] Guidance (3.0M Members) Rev: $18.9B MLR: 82.9% SG&A: 16.1% Op Inc: ✅ +$350M Profit [--] Bear Case A (2.5M Members) Rev: $15.7B MLR: 85.5% (Sick pool stays) SG&A: 17.6% (Fixed cost bloat) Op Inc: ❌ -$490M Loss [--] Bear Case B (2.0M Members) Rev: $12.6B MLR:"  
[X Link](https://x.com/CompoundAtlas/status/2021403417575555247)  2026-02-11T01:58Z [---] followers, [---] engagements


"1/5 🚨 Let's focus on key potential changes in [----] that can impact $OSCR Here is the breakdown of the Good the Bad and the Ugly for $OSCR and your wallet. 🧵👇 #Healthcare #Investing"  
[X Link](https://x.com/anyuser/status/2021505634026627552)  2026-02-11T08:44Z [---] followers, [---] engagements


"5/5 The Verdict for $OSCR: 👍 Wins: Lower drug costs (PBMs) + Continued Virtual Care savings. 👎 Risks: Losing healthy members to cheap "junk" plans. Its going to be a volatile year"  
[X Link](https://x.com/anyuser/status/2021505642201260276)  2026-02-11T08:44Z [---] followers, [---] engagements


"TICK TOCK TICK TOCK Now all we do is to wait for operational data to come in from $ADUR Our NGP #PilotPlant is operationalmarking the shift from commissioning to structured operations & data generation. Ongoing campaigns will generate data to directly support detailed engineering and scale-up planning. 🔗https://t.co/QFSTZO0dVR $ADUR #CleanTech #ChemicalRecycling Our NGP #PilotPlant is operationalmarking the shift from commissioning to structured operations & data generation. Ongoing campaigns will generate data to directly support detailed engineering and scale-up planning."  
[X Link](https://x.com/CompoundAtlas/status/2021575376967696652)  2026-02-11T13:21Z [---] followers, [----] engagements


"Loving it $ADUR Our NGP Pilot Plant is now online and operating campaigns are underway. The facility is actively generating the data that will inform detailed engineering for our FOAK industrial plant. $ADUR #CleanTech #PilotPlant #EcoInnovation #ChemicalRecycling https://t.co/TO5CAXiTCM Our NGP Pilot Plant is now online and operating campaigns are underway. The facility is actively generating the data that will inform detailed engineering for our FOAK industrial plant. $ADUR #CleanTech #PilotPlant #EcoInnovation #ChemicalRecycling https://t.co/TO5CAXiTCM"  
[X Link](https://x.com/CompoundAtlas/status/2021577845953245382)  2026-02-11T13:31Z [---] followers, [---] engagements


"$BABA This will get to $220+ before you think it will $BABA : Alibaba Cloud's market share driven by AI has expanded to 36%. https://t.co/QmQKaaD0Vu $BABA : Alibaba Cloud's market share driven by AI has expanded to 36%. https://t.co/QmQKaaD0Vu"  
[X Link](https://x.com/CompoundAtlas/status/2021662195957084440)  2026-02-11T19:06Z [---] followers, [---] engagements


"🧵 $KSPI  A high-quality compounder hiding in plain sight Lets break it down: Management Moat TAM Valuation and why the stock is down 👇 http://Kaspi.kz http://Kaspi.kz"  
[X Link](https://x.com/CompoundAtlas/status/2015651981495566790)  2026-01-26T05:04Z [---] followers, [---] engagements


"🛡 The Rebuttal: Strategic Design This was intentional. Oscar created low-cost Bronze/Gold plans to catch people losing subsidies. Revenue growth is driven by volume and rate increases even if the mix shifts. New mix aligns with consumer demand for lower premiums post-subsidy"  
[X Link](https://x.com/CompoundAtlas/status/2021387165503193244)  2026-02-11T00:53Z [---] followers, [--] engagements


"4/5 Shift #3: The "Telehealth Cliff" Averted (The Save) 🛡 The Fear: The rule allowing doctors to bill for Zoom calls was set to expire. If it died virtual care would have vanished. The Fix (Passed Feb 2026): Congress just extended it through [----]. Impact: CRITICAL for $OSCR.Oscars entire model is "Call us first." If you use their App (Free) instead of the ER ($2000) they make money. This law guarantees their cost-saving engine stays legal for [--] more years. https://twitter.com/i/web/status/2021505640376729782 https://twitter.com/i/web/status/2021505640376729782"  
[X Link](https://x.com/anyuser/status/2021505640376729782)  2026-02-11T08:44Z [---] followers, [--] engagements


"$ADUR In the trading world where months feel like years do you have the patience to wait a few months Also this guy creates some of the most sensible content always bringing fresh perspectives - follow him to track this company closely When will Aduro's Stock Price FINALLY Rerate $ADUR https://t.co/bOKWdb6b1C When will Aduro's Stock Price FINALLY Rerate $ADUR https://t.co/bOKWdb6b1C"  
[X Link](https://x.com/CompoundAtlas/status/2015805743514124542)  2026-01-26T15:15Z [---] followers, [----] engagements


"Haha full prata flip [---] degree. Invest in great companies at times when there's macro uncertainty and you'll do great. We tripped our $BABA allocation at $60 making our average $82. For $BIDU $90. It just keeps getting better. Fucking awesome TRUMP AND XI MAY ROLL BACK TARIFFS FOR UP TO A YEAR SCMP TRUMP AND XI MAY ROLL BACK TARIFFS FOR UP TO A YEAR SCMP"  
[X Link](https://x.com/CompoundAtlas/status/2021735785821819190)  2026-02-11T23:59Z [---] followers, [---] engagements


"@TheLongInvest We made our first 1000% gainer last year with $ZEPP :) Hardly anyone on FinTwit talked about it Finally Point72 fund took a 5%+ stake in the company"  
[X Link](https://x.com/CompoundAtlas/status/2015341403451379738)  2026-01-25T08:30Z [---] followers, [---] engagements


"4/ MOAT: A true super-app with two-sided network effects Kaspi integrates: Payments (Kaspi Pay P2P bill pay) Marketplace (e-commerce) Fintech (loans deposits BNPL insurance) Consumers live in the app. Merchants depend on it. Switching costs = huge"  
[X Link](https://x.com/CompoundAtlas/status/2015651991301820547)  2026-01-26T05:04Z [---] followers, [--] engagements


"$AST investors - PTAL. This will be interesting to you folks"  
[X Link](https://x.com/CompoundAtlas/status/2015835288606802427)  2026-01-26T17:12Z [---] followers, [--] engagements


"$RELY at 1215x LTM EBITDA is $34$43 stock by [----]. Market says $13$14 (15% in cash 🤷♂). 3850% CAGR for [--] years. Miss targets by half you still outperform by a mile"  
[X Link](https://x.com/CompoundAtlas/status/2016434048810549741)  2026-01-28T08:51Z [---] followers, [---] engagements


"$BABA This is Amap by Alibaba and looks like they've leapfrogged $GOOGL $GOOG maps by miles Everything this company touches becomes #1 in that space. Ever wished you could get a real sense of a place before showing up 👀 Powered by Amaps proprietary world model Flying Street View has been introduced on the platform providing virtual 3D previews that feel closer to being there. Exploring spaces layouts and even local https://t.co/16G6zPHBC8 Ever wished you could get a real sense of a place before showing up 👀 Powered by Amaps proprietary world model Flying Street View has been introduced on"  
[X Link](https://x.com/CompoundAtlas/status/2016536712621797510)  2026-01-28T15:39Z [---] followers, [---] engagements


"Good analysis. Oscar Health is indeed quietly revolutionizing ICHRA: - AI-powered +Oscar platform for seamless personalized enrollment & care navigation - Specialized 'richer' plans mimicking group benefits (extra perks HSA-friendly condition-specific like diabetes) - Direct investments in ICHRA admins + open ecosystem integrations While others play catch-up $OSCR builds the future of portable consumer-first healthcare. 🚀 $OSCR ICHRA (Individual Coverage Health Reimbursement Arrangement): The TAM Expansion Nobody's Talking About Oscar has grown membership at 39% CAGR since [----] (402K 2.1M)."  
[X Link](https://x.com/CompoundAtlas/status/2016751519836885309)  2026-01-29T05:53Z [---] followers, [---] engagements


"Shift4 Payments $FOUR stands to gain from a weakening USD & surging int'l revenue (now 26% non-USD thx Global Blue). Foreign earnings convert to more $$$ boosting cash plus weaker dollar makes it easier to pay off $5B debt mostly denominated in USD"  
[X Link](https://x.com/CompoundAtlas/status/2016829477842800880)  2026-01-29T11:03Z [---] followers, [---] engagements


"Long copper via $OCO $ORRCF. This isn't just a commodity cycle trade - its a classic Benjamin Graham deep value setup but on steroids. Billionaire Robert Friedland drops the reality check: We need to mine [-----] years of copper in the next [--] years. The world has absolutely no clue about the supply squeeze we are facing. Save this video to stay ahead of the curve. https://t.co/52MiPlenzL Billionaire Robert Friedland drops the reality check: We need to mine [-----] years of copper in the next [--] years. The world has absolutely no clue about the supply squeeze we are facing. Save this video to"  
[X Link](https://x.com/CompoundAtlas/status/2017064350796955842)  2026-01-30T02:36Z [---] followers, [----] engagements


"$ROOT on autonomous vehicles $ROOT has already been leveraging the rise of autonomous vehicles for years. With arguably the most advanced telematics advantage in the industry it doesn't matter which manufacturer's AV you're in $ROOT can quickly determine which AVs are truly the safest with their https://t.co/Yf5lPq2cya $ROOT has already been leveraging the rise of autonomous vehicles for years. With arguably the most advanced telematics advantage in the industry it doesn't matter which manufacturer's AV you're in $ROOT can quickly determine which AVs are truly the safest with their"  
[X Link](https://x.com/CompoundAtlas/status/2017224069020848316)  2026-01-30T13:11Z [---] followers, [---] engagements


"$OSCR This has a direct impact on stable margins. What does it mean At similar growth rates having higher net margins would justify better P/S multiples vs peers. Why $OSCR can scale without scaling headcount: When you go to the doctor a claim gets sent to your insurer. "Adjudication" is the process of deciding: Is this covered How much do we pay How much does the patient owe Most insurers auto-adjudicate 80% of claims. The other https://t.co/PUPgjw9DGC Why $OSCR can scale without scaling headcount: When you go to the doctor a claim gets sent to your insurer. "Adjudication" is the process of"  
[X Link](https://x.com/CompoundAtlas/status/2017636816539857049)  2026-01-31T16:31Z [---] followers, [----] engagements


"$ZETA A good price to buy imo for a company with a very strong moat. By [----] it should reach a net income of $400M At 20x it deserves a valuation of $8B by [----]. That's 20% CAGR from here. If a company told you it could turn EVERY dollar you spend on ads into $7 of revenue Would you believe it Thats the $ZETA promise. https://t.co/uwgXf8lC6x If a company told you it could turn EVERY dollar you spend on ads into $7 of revenue Would you believe it Thats the $ZETA promise. https://t.co/uwgXf8lC6x"  
[X Link](https://x.com/CompoundAtlas/status/2017641319737528619)  2026-01-31T16:49Z [---] followers, [----] engagements


"$ROOT's secret weapon White-label embedded insurance at the point of sale. Their partnership with Hyundai Capital America (HCA) is quietly evolving into something massive. Buy a Hyundai/Kia/Genesis Get seamless Root-powered coverage right in the financing flow. Thread on why this moat is unbreakable #Insurtech $ROOT https://twitter.com/i/web/status/2018188651268800580 https://twitter.com/i/web/status/2018188651268800580"  
[X Link](https://x.com/CompoundAtlas/status/2018188651268800580)  2026-02-02T05:04Z [---] followers, [----] engagements


"Hyundai partnership progress (2025-2026): Announced April [----] with HCA Co-branded offering live for Hyundai Motor Finance customers Dedicated landing pages direct mail app management Hyundai trademarked "Secure+" likely white-label powered by Root (just like Carvana). Early innings but volume can scale fast. https://twitter.com/i/web/status/2018188658734715388 https://twitter.com/i/web/status/2018188658734715388"  
[X Link](https://x.com/CompoundAtlas/status/2018188658734715388)  2026-02-02T05:04Z [---] followers, [---] engagements


"This isn't "another channel" - it's structural advantage: lower CAC superior data sticky OEM integration virtuous cycle of better pricing more partners more data. Legacy can't copy without reinventing themselves. $ROOT is positioned to capture embedded auto growth. Early undervalued huge upside. 🚀 What do you think - multi-bagger potential $ROOT #investing https://twitter.com/i/web/status/2018188660852822238 https://twitter.com/i/web/status/2018188660852822238"  
[X Link](https://x.com/CompoundAtlas/status/2018188660852822238)  2026-02-02T05:04Z [---] followers, [---] engagements


"@midascabal $IINN Inspira Technologies"  
[X Link](https://x.com/CompoundAtlas/status/2018606929288065029)  2026-02-03T08:46Z [---] followers, [----] engagements


"Anyone holding $RELY here For a company projecting $300M+ net income in [----] growing 15%+ improving margins it deserves a [--] PE $6b+. Currently trading at EV of $2.1B. What's your analysis Happy to hear thoughts (with numerical assumptions on valuations)"  
[X Link](https://x.com/CompoundAtlas/status/2018927252717924538)  2026-02-04T05:59Z [---] followers, [---] engagements


"$FOUR $GAMB $RELY and $KSPI are all holding green while the market bleeds. This is exactly why you diversify into high-conviction "non-correlated" plays. 💎🙌"  
[X Link](https://x.com/CompoundAtlas/status/2019081714341953821)  2026-02-04T16:12Z [---] followers, [---] engagements


"$OSCR folks: how are you reading $CI earnings Any bullish/bearish signals for Oscar from the 83.7%84.7% MCR guidance"  
[X Link](https://x.com/CompoundAtlas/status/2019400626883740124)  2026-02-05T13:20Z [---] followers, [---] engagements


"NEVER short NEVER leverage NEVER go all-in in one idea NEVER try to time the market NEVER invest without conviction"  
[X Link](https://x.com/CompoundAtlas/status/2019598769235648545)  2026-02-06T02:27Z [---] followers, [--] engagements


"$BABA We've seen how this movie has been playing. Welcome to the theater. Not too late. $BABA : BOCI: Market experts predict Alibaba's cloud revenue to grow over 33% by [----] https://t.co/9htqYfG31f $BABA : BOCI: Market experts predict Alibaba's cloud revenue to grow over 33% by [----] https://t.co/9htqYfG31f"  
[X Link](https://x.com/CompoundAtlas/status/2019755236919824710)  2026-02-06T12:49Z [---] followers, [---] engagements


"🚨 The market is BLIND to $ADUR's biggest unlock yet. Retail is sleeping on a cleantech gem that's de-risked the ONE thing that kills most players: the TECHNOLOGY. Management keeps saying it: "The tech is NOT the problem - it's known processes + our catalytic IP." Why aren't people listening"  
[X Link](https://x.com/CompoundAtlas/status/2020157102409539948)  2026-02-07T15:26Z [---] followers, [----] engagements


"First: Proven in R2 Extremely High Odds for NGP Success R2 nailed very high yields low energy minimal byproducts on real waste plastics. Hundreds of runs. NGP is the SAME Hydrochemolytic chemistry just continuous flow at pilot scale. It's engineering tweaks NOT a chemistry gamble. 🔥 https://twitter.com/i/web/status/2020157107224621319 https://twitter.com/i/web/status/2020157107224621319"  
[X Link](https://x.com/CompoundAtlas/status/2020157107224621319)  2026-02-07T15:26Z [---] followers, [---] engagements


"NGP = Low-Risk Validation Step On-schedule commissioning (Phase [--] wet runs as of late [----] into 2026). All major systems installed extruders tested Siemens controls integrated. No red flags reported. Once data drops (Q1/Q2 [----] expected) it confirms continuous operation on dirty feedstocks game over for "science project" doubts. https://twitter.com/i/web/status/2020157109841871195 https://twitter.com/i/web/status/2020157109841871195"  
[X Link](https://x.com/CompoundAtlas/status/2020157109841871195)  2026-02-07T15:26Z [---] followers, [---] engagements


"Why Retail Misses It: Sector PTSD - Advanced recycling = graveyard of failures: - Pyrolysis low yields toxic char subsidies needed - Solvent plays (e.g. PureCycle) pristine feedstock only massive capex disasters - Enzymatic/PET sorted streams only Market lumps $ADUR in "another hype pilot." But Aduro eats mixed/dirty plastics 90%+ to valuable chemicals profitable WITHOUT subsidies. The only one built for real profit"  
[X Link](https://x.com/CompoundAtlas/status/2020157112266145969)  2026-02-07T15:26Z [---] followers, [---] engagements


"Management's Clear Message Ignored. CEO Ofer Vicus & team repeat: "The chemistry works. IP is the catalyst magic. Scaling uses off-the-shelf Lego blocks (extruders reactors) with known ratios from decades of industry use." Shell GameChanger graduation Massive validation. Major petro steam-cracked their oil "as-is" in Nov [----] end-product already works. https://twitter.com/i/web/status/2020157114698854912 https://twitter.com/i/web/status/2020157114698854912"  
[X Link](https://x.com/CompoundAtlas/status/2020157114698854912)  2026-02-07T15:26Z [---] followers, [---] engagements


"Retail's Blind Spots: - Fixated on "perfect certainty" before NGP data - Chasing AI/drones momentum not patient cleantech ramps - Dilution fear from recent raises masks progress - Bearish noise ("fraud" "no partners yet") drowns facts Meanwhile: Chemelot demo site selected (Jan 2026) $20M+ raise funds it partnerships brewing. https://twitter.com/i/web/status/2020157117429420058 https://twitter.com/i/web/status/2020157117429420058"  
[X Link](https://x.com/CompoundAtlas/status/2020157117429420058)  2026-02-07T15:26Z [---] followers, [---] engagements


"The Re-Rating Math NGP success shifts risk from TECH to execution/partners. Peers post-pilot: $300M$2B valuations (PureCycle $1.52B Loop/Agilyx $400800M ranges). $ADUR's path: $400900M near-term $12B+ on validation + partnerships. Downside Even acquisition bids for IP in $100B+ market huge floor. https://twitter.com/i/web/status/2020157119866282477 https://twitter.com/i/web/status/2020157119866282477"  
[X Link](https://x.com/CompoundAtlas/status/2020157119866282477)  2026-02-07T15:26Z [---] followers, [---] engagements


"Massive Arbitrage Right Now Market paralyzed by fear creating generational entry. "Wait for demo" = wait for 35x higher price. The disconnect: Peers trade rich despite risks; $ADUR lags despite de-risking. Once NGP data hits sentiment flips HARD"  
[X Link](https://x.com/CompoundAtlas/status/2020157122328064358)  2026-02-07T15:26Z [---] followers, [---] engagements


"Bottom Line $ADUR isn't another recycling story stock. It's the differentiated winner in a broken sector: proven chem standard scaling eats the waste others can't touch. Retail missing it = opportunity for those paying attention. DYOR. Not advice. I like the setup. 💎 https://twitter.com/i/web/status/2020157127009108321 https://twitter.com/i/web/status/2020157127009108321"  
[X Link](https://x.com/CompoundAtlas/status/2020157127009108321)  2026-02-07T15:26Z [---] followers, [---] engagements


"What are YOU waiting for NGP results First revenues Major JV Drop your thoughts belowbullish bearish or just watching #CleanTech #PlasticRecycling #ADUR $ADUR $ACTHF"  
[X Link](https://x.com/CompoundAtlas/status/2020157129227984952)  2026-02-07T15:26Z [---] followers, [---] engagements


"$MOH Molina Healthcares latest earnings call provides a critical look at the current state of the market. If youre watching $OSCR (Oscar Health) here is the high-stakes breakdown of what this means for the industrys favorite disruptor. 🧵"  
[X Link](https://x.com/CompoundAtlas/status/2020178127318839604)  2026-02-07T16:49Z [---] followers, [---] engagements


"Pricing "Air Cover" 🛡 Oscars 28% rate hikes looked scaryuntil now. Molina just announced average hikes of 30% with some hitting 45%. The Takeaway: Oscar isn't the outlier; theyre the norm. Rational pricing is returning to the market ending the "race to the bottom" and giving Oscar room to breathe"  
[X Link](https://x.com/CompoundAtlas/status/2020178131588669819)  2026-02-07T16:49Z [---] followers, [--] engagements


"The Retention Trap 🛑 Its not all sunshine. Price hikes have consequences. Molina is seeing: Retention crashing from 60% to 30%. Effectuation (paying the first bill) down to 60%. The Risk for Oscar: If Oscars 28% hike triggers similar churn their [----] growth targets could be in jeopardy. https://twitter.com/i/web/status/2020178133669101778 https://twitter.com/i/web/status/2020178133669101778"  
[X Link](https://x.com/CompoundAtlas/status/2020178133669101778)  2026-02-07T16:49Z [---] followers, [--] engagements


"The Bottom Line ⚖ Molinas pivot confirms the market is hardening. While the reduced competition is a tailwind for Oscar the reality of a sicker member base and higher churn means [----] will be a year defined by disciplined execution rather than easy growth"  
[X Link](https://x.com/CompoundAtlas/status/2020178135707484180)  2026-02-07T16:49Z [---] followers, [--] engagements


"What I want from management: Courage to challenge incumbents Humility to acknowledge risk Agility to move fastand pull back Relentless innovation Last week $HIMS showed all of that. Retail dumped it. Im not sellingat these prices Im looking to add. https://www.google.com/amp/s/www.cnbc.com/amp/2026/02/07/hims-hers-weight-loss-pill.html https://www.google.com/amp/s/www.cnbc.com/amp/2026/02/07/hims-hers-weight-loss-pill.html"  
[X Link](https://x.com/CompoundAtlas/status/2020273419649265990)  2026-02-07T23:08Z [---] followers, [---] engagements


"Things that feel slow and INCREMENTAL have the power to COMPOUND massively over time. Trust. Habits. Health. Wealth. Learning. Reputation. Relationships. Twitter Followers. 😝 https://twitter.com/i/web/status/2020300358988468356 https://twitter.com/i/web/status/2020300358988468356"  
[X Link](https://x.com/CompoundAtlas/status/2020300358988468356)  2026-02-08T00:55Z [---] followers, [--] engagements


"If $RDDT hits $2.7B FCF by [----] and grows 20% (based on estimates) 25x FCF = $67B valuation by [----]. Assuming those estimates are achieved it's a 23x from here. The real debate isnt valuation - its AI vs search. How much gets cannibalized Thats the bet. I'm not an investor but it looks interesting. https://twitter.com/i/web/status/2020387285058072730 https://twitter.com/i/web/status/2020387285058072730"  
[X Link](https://x.com/CompoundAtlas/status/2020387285058072730)  2026-02-08T06:40Z [---] followers, [---] engagements


"@JM_Investment0 @call_lee_free @kab @bjmtweets Do you know if any one has interviewed insurance agents and heard their feedback on the $root vs other insurance companies onboarding process (Time Convenienceetc). Is this something you might want to do yourself and share with the community here Thoughts https://twitter.com/i/web/status/2021073899015033113 https://twitter.com/i/web/status/2021073899015033113"  
[X Link](https://x.com/CompoundAtlas/status/2021073899015033113)  2026-02-10T04:09Z [---] followers, [---] engagements


"$BABA You are not bullish enough Alibaba Pushes Into Robotics AI With Open-Source RynnBrain Alibaba has unveiled RynnBrain an open-source AI foundation model designed to help robots perform real-world tasks by understanding space time and task planning. Developed by DAMO Academy and trained on the Qwen3-VL https://t.co/NyWftM3dPP Alibaba Pushes Into Robotics AI With Open-Source RynnBrain Alibaba has unveiled RynnBrain an open-source AI foundation model designed to help robots perform real-world tasks by understanding space time and task planning. Developed by DAMO Academy and trained on the"  
[X Link](https://x.com/CompoundAtlas/status/2021142622681919624)  2026-02-10T08:42Z [---] followers, [--] engagements


"$OSCR just dropped a massive [----] revenue guide of $18.7B - $19B absolutely blowing past the Streets $12.7B consensus. 🚀 A 50% gap vs. expectations Thats a total re-rating. Mark Bertolini and the team are moving the goalposts. What a guidance 📈"  
[X Link](https://x.com/CompoundAtlas/status/2021184839815221552)  2026-02-10T11:29Z [---] followers, [----] engagements


"$OSCR At $19B revenue for this growth they should at least be trading at 2x revenue. That's a $36B marker cap. 10x from here. Let that sink in $OSCR just dropped a massive [----] revenue guide of $18.7B - $19B absolutely blowing past the Streets $12.7B consensus. 🚀 A 50% gap vs. expectations Thats a total re-rating. Mark Bertolini and the team are moving the goalposts. What a guidance 📈 $OSCR just dropped a massive [----] revenue guide of $18.7B - $19B absolutely blowing past the Streets $12.7B consensus. 🚀 A 50% gap vs. expectations Thats a total re-rating. Mark Bertolini and the team are"  
[X Link](https://x.com/CompoundAtlas/status/2021187401217949920)  2026-02-10T11:40Z [---] followers, [---] engagements


"$BIDU Apollo Go is not even closely priced in Baidu stock yet 🚀 BAIDU'S APOLLO GO DEEPENS STRATEGIC PARTNERSHIP WITH MOBILITY PLATFORM UBER PLANS TO LAUNCH FULLY DRIVERLESS RIDE SERVICE IN DUBAI UAE IN Q1 [----] #BAIDU $BIDU #APOLLOGO (https://t.co/tNqxAJhn4v) https://t.co/ily8pT1Fq4 BAIDU'S APOLLO GO DEEPENS STRATEGIC PARTNERSHIP WITH MOBILITY PLATFORM UBER PLANS TO LAUNCH FULLY DRIVERLESS RIDE SERVICE IN DUBAI UAE IN Q1 [----] #BAIDU $BIDU #APOLLOGO (https://t.co/tNqxAJhn4v) https://t.co/ily8pT1Fq4"  
[X Link](https://x.com/CompoundAtlas/status/2021215755673485358)  2026-02-10T13:32Z [---] followers, [---] engagements


"We have increased our $OSCR holdings by 80%"  
[X Link](https://x.com/CompoundAtlas/status/2021238821698916629)  2026-02-10T15:04Z [---] followers, [---] engagements


"$OSCR : Healthcare insurance :: $ROOT : Auto insurance Both are tearing down legacy insurance by building on a pure AI stack. Data-driven customer-obsessed and built for this decade - not the last one. Same playbook different industry. 📈"  
[X Link](https://x.com/CompoundAtlas/status/2021239481077023150)  2026-02-10T15:06Z [---] followers, [---] engagements


"@TheValueTrade What's holding you back from adding $OSCR at these levels"  
[X Link](https://x.com/CompoundAtlas/status/2021267788749230096)  2026-02-10T16:59Z [---] followers, [---] engagements


"@TribeRuffner @investingwithac views"  
[X Link](https://x.com/CompoundAtlas/status/2021312183909376330)  2026-02-10T19:55Z [---] followers, [--] engagements


"Re-rate coming up for $RELY $RELY cut 8% of workforce [----] positions. Getting serious about cash flow. H/t @Uzocapital https://t.co/FyMjZCdqor $RELY cut 8% of workforce [----] positions. Getting serious about cash flow. H/t @Uzocapital https://t.co/FyMjZCdqor"  
[X Link](https://x.com/CompoundAtlas/status/2021316130501959812)  2026-02-10T20:11Z [---] followers, [---] engagements


"🐻 Bear Thesis 1: The MLR Skepticism Oscar is guiding for a Medical Loss Ratio (MLR) of 82.4%83.4% in 2026a massive 450bps improvement year-over-year. Analysts asked: Given the high morbidity in [----] how can you be confident MLR drops that much"  
[X Link](https://x.com/CompoundAtlas/status/2021387152068858218)  2026-02-11T00:53Z [---] followers, [--] engagements


"🛡 The Rebuttal: Disciplined Pricing & Younger Mix Mgmt says they priced specifically for the expiration of premium tax credits. They refiled rates in states covering 99% of membership to reflect higher morbidity. The avg member age dropped to [--] (1 year younger). New member risk profiles are tracking better than pricing expectations. https://twitter.com/i/web/status/2021387154052743623 https://twitter.com/i/web/status/2021387154052743623"  
[X Link](https://x.com/CompoundAtlas/status/2021387154052743623)  2026-02-11T00:53Z [---] followers, [--] engagements


"🛡 The Rebuttal: Conservative Accruals & Better Data Oscar raised their RA payable assumption to 20% of premiums for [----] (up from 18.5% in '25). They are working with Wakely on new reporting to get better visibility into competitor/market data earlier in the year"  
[X Link](https://x.com/CompoundAtlas/status/2021387158112948686)  2026-02-11T00:53Z [---] followers, [--] engagements


"🐻 Bear Thesis 3: The "Passive" Churn Cliff Oscar boasts 3.4M members but analysts fear "passive" enrollments. The worry: People got auto-renewed into plans with premiums they can't afford. Once they see the bill they will drop coverage immediately"  
[X Link](https://x.com/CompoundAtlas/status/2021387159878631659)  2026-02-11T00:53Z [---] followers, [--] engagements


"That's a good question. It's because some expenses are directly tied to the number of members you have. When members leave the "Variable" costs disappear lowering the total bill. However the "Fixed" costs stay which is why the absolute number doesn't drop as fast as the revenue. https://twitter.com/i/web/status/2021423676080652346 https://twitter.com/i/web/status/2021423676080652346"  
[X Link](https://x.com/CompoundAtlas/status/2021423676080652346)  2026-02-11T03:18Z [---] followers, [--] engagements


"2/5 Shift #1: The PBM "Crackdown" (The Good) ✅ The Old Way: You buy a drug for $100. The drug maker gives a $40 "coupon" (rebate) to the middleman (PBM). The PBM keeps it. You pay full price. The New Law (Passed Feb 2026): Transparency. PBMs must now show the coupons and pass them through. Impact: BULLISH for $OSCR.Big players ($CVS $CI) rely on keeping those coupons for profit. Oscar doesn't. This lowers Oscar's drug bills while hurting the giants' margins"  
[X Link](https://x.com/CompoundAtlas/status/2021505636010516957)  2026-02-11T08:44Z [---] followers, [--] engagements


"3/5 Shift #2: Return of "Short-Term" Plans (The Bad)⚠ The Threat: The return of 364-day "Short-Term" plans. Think of this as "Liability Only" car insurance for your body. Its cheap ($100/mo) but covers nothing (no pre-existing conditions). Impact: BEARISH for $OSCR. (Expected mid-2026) Healthy 27-year-olds will flee the expensive ACA plans for these cheap ones. Who stays with Oscar Only the sick people who need the coverage. Result Oscars risk pool gets sicker 🤒 = Costs go up. https://twitter.com/i/web/status/2021505638044672376 https://twitter.com/i/web/status/2021505638044672376"  
[X Link](https://x.com/CompoundAtlas/status/2021505638044672376)  2026-02-11T08:44Z [---] followers, [---] engagements


"@Joe_Milner_EDH Well who knows. Wouldn't count on that. Irrespective the key risk from expiring enhanced subsidies is behind us. Now we just have to wait and watch for # members with $OSCR by end of Q1. It should be in the range of 3M"  
[X Link](https://x.com/CompoundAtlas/status/2021549973100523978)  2026-02-11T11:40Z [---] followers, [---] engagements


"@Edyy55 I don't think we are at ICHRA moment yet. That's not driving any of this. YET. Maybe in 4-5 years"  
[X Link](https://x.com/CompoundAtlas/status/2021580076303765901)  2026-02-11T13:40Z [---] followers, [--] engagements


"@investingwithac The RA should be higher than average due to the lower age (by [--] year) bracket enrolled with $OSCR"  
[X Link](https://x.com/CompoundAtlas/status/2021753248508784767)  2026-02-12T01:08Z [---] followers, [---] engagements


"It's all about a relative healthy vs sicker pool. Doesn't matter if the overall morbidity of the entire market increases or decreases. $OSCR has attracted a healthier pool. The reason can be that they have plans with higher deductibles which are cheaper but might be attractive for healthy/young folks. If that's the case directionally they should be right about guidance which is higher than last year (20% vs 18.5%). Now we might not land on 20% but landing on the directionally opposite side (16/17%) is something I won't bet on. I would take management word for it. There's no way we can"  
[X Link](https://x.com/CompoundAtlas/status/2021758228842090640)  2026-02-12T01:28Z [---] followers, [---] engagements


"2025 was a brutal stress test for $OSCR. 📉 Here is the "Triple Headwind" that crushed margins: [--] The Risk Adj Trap: Oscars members were "too healthy" vs. a market that got rapidly sicker. Result A massive $600M penalty paid to competitors. 💸 [--] The Medicaid Dump: The "Unwinding" flooded the ACA with high-acuity patients. The pool got sicker faster than the actuaries could model. [--] The Q4 "Fire Sale": With subsidies expiring Dec [--] members rushed to get surgeries & therapy before prices hiked. A "Use It or Lose It" cost spike. 🏥 The good news Its over."  
[X Link](https://x.com/anyuser/status/2021514111042068682)  2026-02-11T09:18Z [---] followers, [---] engagements


"$KSPI: A true growth company AND a screaming deep value play. Dominates Kazakhstan's fintech ecosystem with explosive revenue growth sky-high margins (70%+ ops) fortress balance sheet and 9% dividend yieldall at just 7x P/E. Rare combo. Few assets out there offer this. Who's with me https://twitter.com/i/web/status/2017783678559260673 https://twitter.com/i/web/status/2017783678559260673"  
[X Link](https://x.com/CompoundAtlas/status/2017783678559260673)  2026-02-01T02:14Z [---] followers, [---] engagements


"$KSPI The more I study about this company the more bullish I get about it. And it's trading at a freaking cheap valuation. A quick glimpse of it's recent innovation - pay by palm https://www.youtube.com/watchv=Lm6tLfBuEQ0 https://www.youtube.com/watchv=Lm6tLfBuEQ0"  
[X Link](https://x.com/CompoundAtlas/status/2020510095533113527)  2026-02-08T14:48Z [---] followers, [---] engagements


"Part of why $KSPI looks so cheap: short-term headwinds. The market loves to extrapolate temporary pain forever. We love buying right there. Thats an edge"  
[X Link](https://x.com/CompoundAtlas/status/2020514975328972890)  2026-02-08T15:08Z [---] followers, [----] engagements


"Added more today $KSPI Part of why $KSPI looks so cheap: short-term headwinds. The market loves to extrapolate temporary pain forever. We love buying right there. Thats an edge. https://t.co/TgSW2lOSAd Part of why $KSPI looks so cheap: short-term headwinds. The market loves to extrapolate temporary pain forever. We love buying right there. Thats an edge. https://t.co/TgSW2lOSAd"  
[X Link](https://x.com/CompoundAtlas/status/2020898943404789973)  2026-02-09T16:33Z [---] followers, [---] engagements


"The Verdict Mgmt calls [----] a "reset year" and [----] the return to profitability. Guidance: Earnings from Ops: $250M - $450M Total Rev: $18.7B - $19B The bet is on whether the 3M paid members stick around after the subsidy shock wears off"  
[X Link](https://x.com/CompoundAtlas/status/2021387167512265011)  2026-02-11T00:53Z [---] followers, [--] engagements


"Great listen. Podcast with former PM at $OSCR. The takeaway is clear: the ACA isnt the finish line for Oscar - its the proving ground. By building the "plumbing" in the individual market first theyre perfectly positioned for the ICHRA shift. Moving from defined benefits to defined contributions is the $OSCR end game. 🏥📈 @Remodel_Health https://www.youtube.com/watchv=jpv89XhshX8 https://www.youtube.com/watchv=jpv89XhshX8"  
[X Link](https://x.com/anyuser/status/2021494913255481843)  2026-02-11T08:01Z [---] followers, [---] engagements


"$PYPL Management alignment is always good for shareholders. The new $PYPL CEO at least needs to meet minimum share prices to get his stock bonuses. This is great. He is fully incentivized to make sure the stock price is $125. https://t.co/LqAKGqoKQ2 The new $PYPL CEO at least needs to meet minimum share prices to get his stock bonuses. This is great. He is fully incentivized to make sure the stock price is $125. https://t.co/LqAKGqoKQ2"  
[X Link](https://x.com/CompoundAtlas/status/2021524836519203296)  2026-02-11T10:00Z [---] followers, [---] engagements


"Just got back from a 4D3N Royal Caribbean International cruise full digital detox zero noise pure reset. Back in Singapore recharged and ready"  
[X Link](https://x.com/CompoundAtlas/status/2022867497746125258)  2026-02-15T02:56Z [---] followers, [--] engagements


"@saylordocs The broken clock is right twice as well. More power to you hope you are correct"  
[X Link](https://x.com/CompoundAtlas/status/2022868589280399475)  2026-02-15T03:00Z [---] followers, [--] engagements


"Very well written articlean excellent thought process that mirrors how weve been thinking. Couldn't have explained it better. Summarising the takeaway: "While investors scrutinize the Pilot status they are missing the forest for the trees." Long $ADUR $ADUR (long postion): The Hidden Signal Why the Market is Misreading the Pilot "Commissioning" News $ADUR (long postion): The Hidden Signal Why the Market is Misreading the Pilot "Commissioning" News"  
[X Link](https://x.com/CompoundAtlas/status/2017897308780982422)  2026-02-01T09:46Z [---] followers, [----] engagements


"@Gubloinvestor $ADUR"  
[X Link](https://x.com/CompoundAtlas/status/2017959769781539180)  2026-02-01T13:54Z [---] followers, [---] engagements


"BULL Market creates BAD investors BAD investors cause BEAR market BEAR markets create SMART investors SMART investors cause BULL market And the CYCLE goes on"  
[X Link](https://x.com/CompoundAtlas/status/2018022618159620302)  2026-02-01T18:04Z [---] followers, [--] engagements


"The only real safe haven is earnings. Own durable businesses when theyre mispriced. Volatility risk. Risk needs a hedge. Volatility needs patience. Chasing shiny non-yielding assets just turn investing into musical chairs. Someone always gets left standing"  
[X Link](https://x.com/CompoundAtlas/status/2018128366600425569)  2026-02-02T01:04Z [---] followers, [--] engagements


"@Couch_Investor @usopen @carlosalcaraz Why did you put Andy in there 😝"  
[X Link](https://x.com/CompoundAtlas/status/2018152688404599173)  2026-02-02T02:41Z [---] followers, [---] engagements


"@Kross_Roads What's your investment IRR expectation and based on that what growth rates do you have to see for PainPal $PYPL FCF margins will be touching 20% by [----] if there's no movement in stock price. From here even getting a 5% growth rate will give you a 20%+ return"  
[X Link](https://x.com/CompoundAtlas/status/2018176248653210063)  2026-02-02T04:14Z [---] followers, [---] engagements


"Legacy insurers can't touch it: Decades-old core systems = tech debt nightmare. Retrofitting for embedded APIs Massive capex + years of pain. They compete with themselveswhy give flow to a partner when it cannibalizes direct sales Root's modern API-first platform is plug-and-play for OEMs like Hyundai. No drama"  
[X Link](https://x.com/CompoundAtlas/status/2018188656813711698)  2026-02-02T05:04Z [---] followers, [--] engagements


"@AbdrazakAlmas Yes a big reason is that the investor pool used to be of dividend investors. They will come back eventually meanwhile we can accumulate stock at lower prices :)"  
[X Link](https://x.com/CompoundAtlas/status/2018188903967260715)  2026-02-02T05:05Z [---] followers, [--] engagements


"I'd cheer a 50% market crash tomorrow & double down HARD. If you're not cashing out next week for retirement/living expenses why rationally root for endless bull runs Biggest compounding gains come from buying low in bears not chasing highs in bulls . Bull market makes you feel good. Bear market helps you build wealth. https://twitter.com/i/web/status/2018235529826054617 https://twitter.com/i/web/status/2018235529826054617"  
[X Link](https://x.com/CompoundAtlas/status/2018235529826054617)  2026-02-02T08:10Z [---] followers, [--] engagements


"@SayNoToTrading @RealMattMoney @amitisinvesting I understand he's still holding $PLTR If that's the case it doesn't even need to be debated. I can bet in public that from these levels Palantir will under perform S&P 500"  
[X Link](https://x.com/CompoundAtlas/status/2018251726609162575)  2026-02-02T09:14Z [---] followers, [---] engagements


"$ADUR Good analysis of competitive landscape Can Aduro FINALLY Make Recycling Profitable (30 chemical plastics recycling techs compared) $ADUR https://t.co/8lbc5Z2Nvy Can Aduro FINALLY Make Recycling Profitable (30 chemical plastics recycling techs compared) $ADUR https://t.co/8lbc5Z2Nvy"  
[X Link](https://x.com/CompoundAtlas/status/2018384153717477806)  2026-02-02T18:00Z [---] followers, [----] engagements


"@Durk46415509 @Sundance88088 @aincomeinvestor There's always a bear market somewhere. Small caps Payments Healthcare Emerging markets - there are many sectors trading at a reasonable valuations. We have some great companies in our portfolio - most of them or all of them are trading at reasonable valuations :)"  
[X Link](https://x.com/CompoundAtlas/status/2018462064034144666)  2026-02-02T23:10Z [---] followers, [--] engagements


"$PYPL earnings tomorrow. Polymarket predicts 81% chance it beats earnings. FinTwit is super bearish for the first time. Two bullish signals. Let's see"  
[X Link](https://x.com/CompoundAtlas/status/2018469418981118410)  2026-02-02T23:39Z [---] followers, [---] engagements


"@chillipickle7 @SpecificWhite This means you agree that the stock should significantly re-rate once pilot data is there. At least we both can agree on that. Yes it's a "calculated" risk some of us have taken. Time will tell whether that data is good or not"  
[X Link](https://x.com/CompoundAtlas/status/2018551001402449925)  2026-02-03T05:03Z [---] followers, [--] engagements


"The real question isnt growth its survival. Do you see $PYPL still around in [--] years Assume ZERO growth. No turnaround. That actually means losing share (below GDP). Even then: $10B cash $6B FCF every year At a $40B market cap this goes private in [--] years. Market has puked and most likely capitulated. Have you @HedgeFundTips @TheLongInvest https://twitter.com/i/web/status/2018836642514272734 https://twitter.com/i/web/status/2018836642514272734"  
[X Link](https://x.com/CompoundAtlas/status/2018836642514272734)  2026-02-03T23:58Z [---] followers, [---] engagements


"Very good (dark) perspective from a $PYPL veteran. While the company might be oversold it clearly needs to reinvest how they approach payments and customers. A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak"  
[X Link](https://x.com/CompoundAtlas/status/2018845214912413873)  2026-02-04T00:33Z [---] followers, [---] engagements


"@SharpInvesting1 @TheRayMyers @SharpInvesting1 you have initiated a position in $ZETA What's your opinion on the recent $PYPL massacre :)"  
[X Link](https://x.com/CompoundAtlas/status/2018847285178994771)  2026-02-04T00:41Z [---] followers, [---] engagements


"@perprins0 Nice analysis. Just one call out majors usually buy at 30-50% of the NPV. Did you account for that"  
[X Link](https://x.com/CompoundAtlas/status/2018923487218524507)  2026-02-04T05:44Z [---] followers, [--] engagements


"@MarketMatrixs Good list. We own $ZETA $ADUR $HIMS and $OSCR"  
[X Link](https://x.com/CompoundAtlas/status/2018925529240678567)  2026-02-04T05:52Z [---] followers, [---] engagements


"Dont worry about $BTC guys. The fundamentals are rock solid. 💎 In fact the lower the price goes the more attractive the dividend yield and share buyback program becomes. Oh wait. Wrong asset. There are none. Youre on your own out there. Good luck 🫡📉"  
[X Link](https://x.com/CompoundAtlas/status/2019093948531458352)  2026-02-04T17:01Z [---] followers, [--] engagements


"More than 10% buyback announced for $BIDU Chinas Baidu Approves Share Buyback Program of Up to $5 Billion Baidu Inc. authorized a multi-year stock buyback program of up to $5 billion and said it plans to issue its first dividend in [----] outlining a major shareholder return plan. The company said in a filing that the https://t.co/8JcDvdsHy1 Chinas Baidu Approves Share Buyback Program of Up to $5 Billion Baidu Inc. authorized a multi-year stock buyback program of up to $5 billion and said it plans to issue its first dividend in [----] outlining a major shareholder return plan. The company said in"  
[X Link](https://x.com/CompoundAtlas/status/2019307265174679619)  2026-02-05T07:09Z [---] followers, [--] engagements


"CryptoMarket greed/fear index further drops by [--] points to [--]. Close to bottom $BTC will test the key $70k level. Let's see if it holds or there is further carnage"  
[X Link](https://x.com/CompoundAtlas/status/2019328041911218536)  2026-02-05T08:31Z [---] followers, [--] engagements


"Check out my latest article on $OSCR diving into the HolaOscar offering and why it matters. https://t.co/tEsGAKepxm https://t.co/tEsGAKepxm"  
[X Link](https://x.com/CompoundAtlas/status/2019336893364859081)  2026-02-05T09:06Z [---] followers, [---] engagements


"@itsRobertBurns $ORRCF $OCO But the special part of this stock is this will play out very well even if copper cycle doesn't play out"  
[X Link](https://x.com/CompoundAtlas/status/2018649382430838916)  2026-02-03T11:34Z [---] followers, [---] engagements


"I've just completed a thorough analysis on $OCO $ORRCF. Credit to @ClassicValueInv. This is the stock I see where risk (IF) has turned to uncertainty (of WHEN and $). There's rather an upside risk with the recent copper thesis ongoing. I hate investing into minors but I might take a bite into this one. Kudos to @the10klist for putting out this great report. Check out my deep dive for more details thank you https://t.co/TrEdkoM3E3 Check out my deep dive for more details thank you https://t.co/TrEdkoM3E3"  
[X Link](https://x.com/CompoundAtlas/status/2015092603184959604)  2026-01-24T16:01Z [---] followers, [----] engagements


"$OCO $ORRCF And like we said we took a bite And as you can see the market can sense it. Yesterday was just the start of the trend in my opinion. There's a good chance of 3x to 5x here in the next 12-18 months I've just completed a thorough analysis on $OCO $ORRCF. Credit to @ClassicValueInv. This is the stock I see where risk (IF) has turned to uncertainty (of WHEN and $). There's rather an upside risk with the recent copper thesis ongoing. I hate investing into minors but I might I've just completed a thorough analysis on $OCO $ORRCF. Credit to @ClassicValueInv. This is the stock I see where"  
[X Link](https://x.com/CompoundAtlas/status/2015933441892876499)  2026-01-26T23:42Z [---] followers, [----] engagements


"PORTFOLIO UPDATE The Compound Atlas YTD: +15.8% S&P [---] YTD: 0.8% The Compound Atlas 1Yr: 121% S&P [---] 1Yr: 13.6% The Compound Atlas 3Yr: 193% S&P [---] 3Yr: 76% Since Feb [----] The Compound Atlas: 202% S&P 500: 67% POSITIONS HELD: $ADUR $BABA $OSCR $KSPI $BIDU $ZETA $GRRR $JD $GAMB $STNE $FOUR $HIMS $ROOT $RELY $PYPL $IINN $NVO $DQ https://twitter.com/i/web/status/2014530735118680559 https://twitter.com/i/web/status/2014530735118680559"  
[X Link](https://x.com/CompoundAtlas/status/2014530735118680559)  2026-01-23T02:48Z [---] followers, [----] engagements

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