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# ![@Compounding1985 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1975980025124909056.png) @Compounding1985 The Compounding Investor

The Compounding Investor posts on X about $hims, adobe, investment, automatic the most. They currently have XXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1975980025124909056/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975980025124909056/c:line/m:interactions.svg)

- X Week XXXXXX +739,660%

### Mentions: XX [#](/creator/twitter::1975980025124909056/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975980025124909056/c:line/m:posts_active.svg)

- X Week XX +3,500%

### Followers: XXX [#](/creator/twitter::1975980025124909056/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975980025124909056/c:line/m:followers.svg)

- X Week XXX +467%

### CreatorRank: XXXXXXX [#](/creator/twitter::1975980025124909056/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975980025124909056/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1975980025124909056/influence)
---

**Social category influence**
[finance](/list/finance)  #5833 [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$hims](/topic/$hims) #223, [adobe](/topic/adobe) #895, [investment](/topic/investment) #450, [automatic](/topic/automatic) #1655, [stocks](/topic/stocks) 4.17%, [money](/topic/money) 4.17%, [$adbe](/topic/$adbe) #56, [put the](/topic/put-the) #598, [$nvo](/topic/$nvo) #156, [cash flow](/topic/cash-flow) #343

**Top accounts mentioned or mentioned by**
[@thyst964](/creator/undefined) [@andrewdudum](/creator/undefined) [@mrstockman888](/creator/undefined) [@elviejomen1](/creator/undefined) [@sparkingfirenc](/creator/undefined) [@matt59606024](/creator/undefined) [@jrouldz](/creator/undefined) [@investseekers](/creator/undefined) [@thejumas](/creator/undefined) [@thelonginvest](/creator/undefined) [@jerbearrn](/creator/undefined) [@sgrastar](/creator/undefined) [@uvyatm](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@anthonynoto](/creator/undefined) [@stockchaser](/creator/undefined) [@wearehers](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@leadingreport](/creator/undefined) [@optionscjp](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Adobe, Inc. (ADBE)](/topic/$adbe) [Novo-Nordisk (NVO)](/topic/$nvo) [UnitedHealth Group (UNH)](/topic/$unh) [Advanced Micro Devices (AMD)](/topic/$amd) [ZetaChain (ZETA)](/topic/$zeta) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Bank of America (BAC)](/topic/bank-of-america) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [RAI Finance (SOFI)](/topic/$sofi)
### Top Social Posts [#](/creator/twitter::1975980025124909056/posts)
---
Top posts by engagements in the last XX hours

"Cathie Wood: The Perfect Case Study of Valuation Ignorance She became a legend around 20202021 riding the bubble of innovation stocks electric vehicles genomics fintech and anything labeled disruptive. But her fame was built on a perfect storm of liquidity and hype not on discipline. The problem She bought many companies at all-time highs ignoring valuations and betting purely on the story. When the music stopped her innovation ETF collapsed while the S&P XXX kept compounding quietly. Over the last five years ARKK is XX% total return (2.1% CAGR) vs. the S&P 500s +110% (+16% CAGR). In other"  
[X Link](https://x.com/Compounding1985/status/1979586763367600619) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T16:33Z XXX followers, XX engagements


"@StockChaser_ Hopefully X% of my portfolio in is $ZETA"  
[X Link](https://x.com/Compounding1985/status/1979700313407066504) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T00:05Z XXX followers, XXX engagements


"@jrouldz This is true; we're in a bull market with rapidly rising stock prices. Let's ride the momentum How long do you think it will continue"  
[X Link](https://x.com/Compounding1985/status/1979950028249841683) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T16:37Z XXX followers, 20.3K engagements


"@elviejomen1 @SparkingFIRENC Yep With over XX years of experience thats have been my expierence if you put the effort Buy great businesses holding about XX stocks for diversification and only purchasing when the price is right. The last part is the most difficult because it depends on emotions"  
[X Link](https://x.com/Compounding1985/status/1979963640322068660) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T17:31Z XXX followers, XX engagements


"Cant agree with you more unfortunately that will happen to a lot of people like you mention especially new inverstors that started recently in this huge Bull run. But at the end if you put the effort and only a few are willing to really do it can achieve ahove SP500 returns. As even warren buffett mentioned for most of the people is just better to buy the $SPY and that it"  
[X Link](https://x.com/Compounding1985/status/1979965960196120670) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T17:40Z XXX followers, XX engagements


"$NVO One of the strongest compounders trading near multi-year valuation lows Novo Nordisks fundamentals remain exceptional: πŸ“ˆ Revenues have surged +189% since 2015 ( XXXX % CAGR). πŸ’° Yet valuation has compressed sharply  P/E down XX % P/FCF down XX %. Today the stock trades around XXXX Earnings and XXXX Free Cash Flow both near the lowest levels in almost a decade despite record revenue. I dont own $NVO yet but its on my watchlist. If growth in obesity and diabetes treatments continues at this trajectory this could become a high-conviction buy on any sustained stabilization in multiples"  
[X Link](https://x.com/Compounding1985/status/1979261291526263018) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T19:00Z XXX followers, XXX engagements


"Pretty sure this was Satoshi Nakamoto before the name even existed. Peter Thiel saw it all coming"  
[X Link](https://x.com/Compounding1985/status/1978637823369437241) [@Compounding1985](/creator/x/Compounding1985) 2025-10-16T01:43Z XXX followers, XXX engagements


"@LeadingReport I bet this will be the most viewed halftime show in Super Bowl history"  
[X Link](https://x.com/Compounding1985/status/1978705474628256096) [@Compounding1985](/creator/x/Compounding1985) 2025-10-16T06:12Z XXX followers, XXX engagements


"Great analysis of $HIMS. Focus on the long-term story and avoid the noise. Fundamentals and execution strongly support the story"  
[X Link](https://x.com/Compounding1985/status/1978821303449583750) [@Compounding1985](/creator/x/Compounding1985) 2025-10-16T13:52Z XXX followers, XXX engagements


"⚠ Market Alert: Time to Hold Some Cash ⚠ Were entering a phase where holding cash isnt weakness its strategy. Core areas of the economy are slowing down real estate sales construction and manufacturing are all losing steam. Leading indicators are flashing red. Meanwhile gold just hit a historic high above $4000/oz with central banks continuing to buy at record pace. Moves like this dont happen by chance. When gold booms it usually means stress is building somewhere beneath the surface. πŸ’‘ Its better to stay cautious now and keep dry powder ready not out of fear but out of discipline. Because"  
[X Link](https://x.com/Compounding1985/status/1979029412252205432) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T03:39Z XXX followers, XX engagements


"Hedge funds are unloading equities at record pace the largest 4-week outflow since 2008. At the same time gold prices have surged to historic highs. When smart money sells risk assets and seeks safety that combination often signals that something is coming. In my view its time to raise a bit of cash"  
[X Link](https://x.com/Compounding1985/status/1979047706254360813) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T04:51Z XXX followers, XX engagements


"@mrstockman888 No because HIMS is a significant portfolio position but I'll buy more if it dropsmore than is has. I'm monitoring the P/S ratio to decide. Additionally I plan to raise cash by selling small portions of other stocks not HIMS"  
[X Link](https://x.com/Compounding1985/status/1979214114485400041) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T15:53Z XXX followers, XX engagements


"🧡 $HIMS Conviction Fundamentals Avoid the Noise A deep look into why $HIMS fundamentals scalability and execution remain intact despite market noise and why conviction matters more than sentiment"  
[X Link](https://x.com/Compounding1985/status/1979217605782089754) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:07Z XXX followers, XXX engagements


"HIMS platform democratizes access to high-quality personalized healthcare solutions through technology. It removes friction between users and treatment creating a seamless experience for millions. πŸ“ˆ This is how $HIMS is building a healthcare ecosystem that actually scales"  
[X Link](https://x.com/Compounding1985/status/1979217610286715176) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:07Z XXX followers, XX engagements


"$HIMS is not a niche player anymore. They project to reach 100M+ consumers across key categories like: -Weight loss --Sexual health Dermatology -Mental health -Hormone & longevity XX% of eligible people dont seek treatment. $HIMS is unlocking that market"  
[X Link](https://x.com/Compounding1985/status/1979217613352734722) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:07Z XXX followers, XX engagements


"Their operational backbone is world-class. Multi-year investments in vertically integrated facilities across CA AZ OH & NJ. Over 700000 sq ft of internal fulfillment capacity. Over XX% of U.S. orders already processed through owned or affiliated facilities"  
[X Link](https://x.com/Compounding1985/status/1979217619853967774) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:07Z XXX followers, XX engagements


"Execution and scalability are the DNA of this company. By 2030 $HIMS targets: -Revenue $6.5B -Adj. EBITDA $1.3B At todays PS ratio (6.7) maintaining similar valuation multiples implies: Base case (5 PS) Market Cap $32.5B $143/share Bull case (8 PS)  $230/share Bear case (3 PS)  $86/share From current $XX thats +163% to +318% upside. Capital-efficient path to profitability with massive leverage on fixed infrastructure"  
[X Link](https://x.com/Compounding1985/status/1979217623524225095) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:07Z XXX followers, XX engagements


"Then a tweet πŸ‘€ from the CEO and markets panic. Shortly after headlines appeared: Hims & Hers CEO Andrew Dudum files to sell $11M in shares after short squeeze post. Heres the truthπŸ‘‡ Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management. In other words: not reactionary selling"  
[X Link](https://x.com/Compounding1985/status/1979217879208734743) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:08Z XXX followers, XX engagements


"If your conviction can be broken by an emoji or a headline it was never conviction. Noise Fundamentals. Execution and scalability drive value not social media perception. Ignore the noise. Focus on the fundamentals. The compounding machine that is $HIMS keeps executing"  
[X Link](https://x.com/Compounding1985/status/1979217882291802269) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:08Z XXX followers, XX engagements


"@mrstockman888 that is not correct my friend Heres the truthπŸ‘‡ Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management"  
[X Link](https://x.com/Compounding1985/status/1979218247841874172) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:09Z XXX followers, XX engagements


"@mrstockman888 but yes $NVO is also a great option is in my watchlist"  
[X Link](https://x.com/Compounding1985/status/1979218384647565520) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:10Z XXX followers, XX engagements


"@optionscjp @AndrewDudum Heres the truthπŸ‘‡ Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management"  
[X Link](https://x.com/Compounding1985/status/1979223722776056016) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T16:31Z XXX followers, XXX engagements


"Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management. If your conviction can be broken by an emoji or a headline it was never conviction"  
[X Link](https://x.com/Compounding1985/status/1979245308337909972) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T17:57Z XXX followers, 1965 engagements


"πŸ“‰ How often does the market actually fall Heres what XX years of S&P XXX data shows πŸ‘‡ -A X% pullback happens about X times a year -A XX% correction happens about once a year -A XX% drop about every XX years -A 20%+ bear market roughly once every X years Use your Cash Properly Volatility isnt an anomaly its the price of admission for long-term gains. Ignore the noise. Focus on fundamentals. Stay invested"  
[X Link](https://x.com/Compounding1985/status/1979258798176112982) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T18:50Z XXX followers, XX engagements


"Portfolio Snapshot October XX 2025 Day change: -XXXX% Top holdings (% of portfolio) -AMD XXXX% +89.6% gain -UNH XXXX% +27.9% gain -HIMS XXX% +536.8% gain --META XXX% +532.9% gain OSCR XXX% +28.0% gain Main driver of todays drop: $HIMS was the key drag on portfolio performance falling more than XX% today. Despite that it remains the top performer overall up more than XXX% from my average cost. This kind of volatility is expected in high-growth positions that have already multiplied several times. Solid long-term setup remains intact across digital health AI infrastructure and large-cap tech."  
[X Link](https://x.com/Compounding1985/status/1979313617712623956) [@Compounding1985](/creator/x/Compounding1985) 2025-10-17T22:28Z XXX followers, XXX engagements


"@DGretta_Author @grok summarize this book"  
[X Link](https://x.com/Compounding1985/status/1979593206699360762) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T16:59Z XXX followers, XX engagements


"Adobes top line tells a story of consistency and dominance. Quarter after quarter year after yearrevenue keeps growing. πŸ“ˆ CAGR: XXXX% since 2015 πŸ“Š Quarterly growth: 1012% YoY sustained No visible slowdown. No cracks. Even with AI disruption narratives spreading Adobes revenue machine keeps expanding globally"  
[X Link](https://x.com/Compounding1985/status/1979625885146739164) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"If AI were eating Adobes lunch wed see it in margins first. But instead: -Operating margins: stable around 3637% for years. -No deterioration. No pricing pressure. That means Adobe is still commanding premium pricing and strong customer retentionclear signs that AI hasnt eroded its fundamentals (yet)"  
[X Link](https://x.com/Compounding1985/status/1979625888158273695) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Adobes management keeps returning capital aggressively: πŸ” Shares outstanding: down XX% since 2017. Buybacks reduce share count increasing EPS and ownership value for long-term investors. Its a confident signalmanagement believes the stock is undervalued"  
[X Link](https://x.com/Compounding1985/status/1979625891572621606) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Adobe is a cash-flow machine. From $963M in 2013 $9.6B LTM. Thats a XXXX% CAGR in free cash flow. Over the long term stock price always converges with FCF growth. The stronger the cash generation the higher the intrinsic value. Adobe is the definition of capital efficiency"  
[X Link](https://x.com/Compounding1985/status/1979625895129133188) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Across all geographies growth remains broad-based: U.S.: +200% (CAGR 17%) EMEA: +207% (CAGR 15.6%) 🌏 APAC: +197% (CAGR 15.1%) No region shows weaknessproof that Adobes business model scales globally and isnt dependent on one geography"  
[X Link](https://x.com/Compounding1985/status/1979625899143119188) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Both valuation metrics are at decade lows: πŸ“‰ P/E: XXXX πŸ“‰ P/FCF: XXXX These are multi-year trough levels for a company with double-digit earnings growth. The market is pricing fear not fundamentals"  
[X Link](https://x.com/Compounding1985/status/1979625902268145747) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Earnings Consistency & Forecasts Adobe has a history of outperforming expectations. Beats EPS estimates in almost every year. Analysts project: -EPS CAGR: 1213% (20252027) -Revenue CAGR: XXX% (same period) That means growth continues just at a mature and sustainable pacestill elite for a $200B+ company"  
[X Link](https://x.com/Compounding1985/status/1979625906428858756) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Personal Position $ADBE is part of my portfolio. Currently down X% holding X% of total allocation. But I see potential to increase my position at these levels. The fundamentals remain rock solid while sentiment is near historic lowsexactly where asymmetric opportunities begin"  
[X Link](https://x.com/Compounding1985/status/1979625909314265142) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Conclusion So will AI disrupt Adobe or empower it Short term theres zero evidence of damagerevenues margins and FCF all point upward. Long term the real question isnt whether AI will replace Adobe Its whether Adobe will own the creative AI ecosystem. At these valuations the risk/reward looks asymmetric"  
[X Link](https://x.com/Compounding1985/status/1979625912091251192) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"Gold is exploding at historic speed. Gold is reaching new highs faster than in any previous cycle. When gold appreciates this aggressively its not speculation its capital fleeing uncertainty. It reflects fear of overvaluation inflation persistence and a loss of confidence in paper assets"  
[X Link](https://x.com/Compounding1985/status/1979653500939174122) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T20:59Z XXX followers, XX engagements


"Liquidity is drying up. BofAs Global Fund Manager Survey shows average cash levels at XXX% near record lows. When institutions are this fully invested corrections accelerate because theres no buying power left when markets turn"  
[X Link](https://x.com/Compounding1985/status/1979653503531487658) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T20:59Z XXX followers, XX engagements


"@astro_greek Much more above XX. But what a genius"  
[X Link](https://x.com/Compounding1985/status/1979686582207840741) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T23:10Z XXX followers, XX engagements


"$UNH UnitedHealth Group Legendary investors keep loading up. From David Tepper to Michael Burry accumulation continues quarter after quarter. When capital this smart aligns on one name its not noise its conviction. One of the clearest most obvious bets in the market right now"  
[X Link](https://x.com/Compounding1985/status/1978873572123906103) [@Compounding1985](/creator/x/Compounding1985) 2025-10-16T17:19Z XXX followers, 2482 engagements


"🧡Will AI Disrupt Adobe or Make It Even Stronger $ADBE sits at the intersection of creativity and technology. With the rise of generative AI tools and open-source design software many question whether Adobes competitive edge is fadingor if its simply entering a new era of reinvention. Lets dive into the numbers before jumping to conclusions"  
[X Link](https://x.com/Compounding1985/status/1979625881711632723) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T19:09Z XXX followers, XX engagements


"@ArkkDaily Underperforming the SP-500"  
[X Link](https://x.com/Compounding1985/status/1979700568781389950) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T00:06Z XXX followers, XX engagements


"🚨 Quantum Bubble Alert Seeing whats happening with companies like $RGTI should make every investor stop and think. A company with $3.2M gross profit trading at an $18B market cap burning cash years away from profitability and possibly running out of money by January. This is the anatomy of a bubble. The euphoria blinds everyone until it doesnt. When it works everyone celebrates. When it collapses its instant and most people end up buying high and selling low. Stay rational. Stay consistent. Speculation is not a strategy"  
[X Link](https://x.com/Compounding1985/status/1978313643566535010) [@Compounding1985](/creator/x/Compounding1985) 2025-10-15T04:15Z XXX followers, XXX engagements


"@jimcramer Brace yourselves for a market crash Jim Cramer has provided the most bearish signal. -XXX% Success Rate"  
[X Link](https://x.com/Compounding1985/status/1978870533979570488) [@Compounding1985](/creator/x/Compounding1985) 2025-10-16T17:07Z XXX followers, 12.2K engagements


"@0xMert_ The smarter you are the more you see every possible scenario and thats exactly what paralyzes you. Meanwhile the so-called fools act. They fail adjust and move again. At the end of the race they win not by IQ but by iteration"  
[X Link](https://x.com/Compounding1985/status/1979339334861099259) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T00:10Z XXX followers, XXX engagements


"πŸš€ Bank of America just raised its price target on AMD from $XXX to $XXX reiterating its Buy rating. With accelerating demand for AI chips and growing traction in data centers AMD is well-positioned to capture massive upside in the next wave of AI infrastructure build-out. $AMD continues to be one of the most asymmetric bets in the semiconductor space right now"  
[X Link](https://x.com/Compounding1985/status/1979372625613762810) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T02:23Z XXX followers, XX engagements


"@1000xStocks $AMD easy one. No doubt about it"  
[X Link](https://x.com/Compounding1985/status/1979575322237338110) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T15:48Z XXX followers, 1723 engagements


"The consumer is breaking. Subprime auto delinquencies have hit XXX% the highest in recent history. This usually happens right before broader credit deterioration a classic late-cycle warning"  
[X Link](https://x.com/Compounding1985/status/1979653517905432834) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T20:59Z XXX followers, XX engagements


"Growth could be artificial. A Harvard economist notes that without data-center investment GDP growth in H1 2025 was just 0.1%. In other words without AI and hyperscale capex all driven by the same few megacaps the economy is nearly flat"  
[X Link](https://x.com/Compounding1985/status/1979653520887632249) [@Compounding1985](/creator/x/Compounding1985) 2025-10-18T20:59Z XXX followers, XX engagements


"@Ashton_1nvests With Basically zero Risk $PYPL $UNH $ADBE $SOFI $HIMS"  
[X Link](https://x.com/Compounding1985/status/1979946896748667252) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T16:25Z XXX followers, XXX engagements


"More bearish signs economy is really weakening despite the AI investment Boom"  
[X Link](https://x.com/Compounding1985/status/1980002292980965585) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T20:05Z XXX followers, XX engagements


"🚨 Hedge funds are dumping U.S. equities while retail investors are buying at record levels. Hedge funds have sold for X straight weeks unloading over $1.7B last week alone. Meanwhile retail demand just hit an all-time high surpassing $100B in monthly inflows. This divergence is a red flag. When professionals de-risk and retail piles in at the top the market often flashes a major warning"  
[X Link](https://x.com/Compounding1985/status/1980036448398057768) [@Compounding1985](/creator/x/Compounding1985) 2025-10-19T22:20Z XXX followers, XX engagements

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@Compounding1985 Avatar @Compounding1985 The Compounding Investor

The Compounding Investor posts on X about $hims, adobe, investment, automatic the most. They currently have XXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXX +739,660%

Mentions: XX #

Mentions Line Chart

  • X Week XX +3,500%

Followers: XXX #

Followers Line Chart

  • X Week XXX +467%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance #5833 stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence $hims #223, adobe #895, investment #450, automatic #1655, stocks 4.17%, money 4.17%, $adbe #56, put the #598, $nvo #156, cash flow #343

Top accounts mentioned or mentioned by @thyst964 @andrewdudum @mrstockman888 @elviejomen1 @sparkingfirenc @matt59606024 @jrouldz @investseekers @thejumas @thelonginvest @jerbearrn @sgrastar @uvyatm @wheelieinvestor @anthonynoto @stockchaser @wearehers @jkeynesalpha @leadingreport @optionscjp

Top assets mentioned Hims & Hers Health, Inc. (HIMS) Adobe, Inc. (ADBE) Novo-Nordisk (NVO) UnitedHealth Group (UNH) Advanced Micro Devices (AMD) ZetaChain (ZETA) SPDR S&P XXX ETF Trust (SPY) Rigetti Computing, Inc. Common Stock (RGTI) Bank of America (BAC) PayPal Holdings Inc (PYPL) RAI Finance (SOFI)

Top Social Posts #


Top posts by engagements in the last XX hours

"Cathie Wood: The Perfect Case Study of Valuation Ignorance She became a legend around 20202021 riding the bubble of innovation stocks electric vehicles genomics fintech and anything labeled disruptive. But her fame was built on a perfect storm of liquidity and hype not on discipline. The problem She bought many companies at all-time highs ignoring valuations and betting purely on the story. When the music stopped her innovation ETF collapsed while the S&P XXX kept compounding quietly. Over the last five years ARKK is XX% total return (2.1% CAGR) vs. the S&P 500s +110% (+16% CAGR). In other"
X Link @Compounding1985 2025-10-18T16:33Z XXX followers, XX engagements

"@StockChaser_ Hopefully X% of my portfolio in is $ZETA"
X Link @Compounding1985 2025-10-19T00:05Z XXX followers, XXX engagements

"@jrouldz This is true; we're in a bull market with rapidly rising stock prices. Let's ride the momentum How long do you think it will continue"
X Link @Compounding1985 2025-10-19T16:37Z XXX followers, 20.3K engagements

"@elviejomen1 @SparkingFIRENC Yep With over XX years of experience thats have been my expierence if you put the effort Buy great businesses holding about XX stocks for diversification and only purchasing when the price is right. The last part is the most difficult because it depends on emotions"
X Link @Compounding1985 2025-10-19T17:31Z XXX followers, XX engagements

"Cant agree with you more unfortunately that will happen to a lot of people like you mention especially new inverstors that started recently in this huge Bull run. But at the end if you put the effort and only a few are willing to really do it can achieve ahove SP500 returns. As even warren buffett mentioned for most of the people is just better to buy the $SPY and that it"
X Link @Compounding1985 2025-10-19T17:40Z XXX followers, XX engagements

"$NVO One of the strongest compounders trading near multi-year valuation lows Novo Nordisks fundamentals remain exceptional: πŸ“ˆ Revenues have surged +189% since 2015 ( XXXX % CAGR). πŸ’° Yet valuation has compressed sharply P/E down XX % P/FCF down XX %. Today the stock trades around XXXX Earnings and XXXX Free Cash Flow both near the lowest levels in almost a decade despite record revenue. I dont own $NVO yet but its on my watchlist. If growth in obesity and diabetes treatments continues at this trajectory this could become a high-conviction buy on any sustained stabilization in multiples"
X Link @Compounding1985 2025-10-17T19:00Z XXX followers, XXX engagements

"Pretty sure this was Satoshi Nakamoto before the name even existed. Peter Thiel saw it all coming"
X Link @Compounding1985 2025-10-16T01:43Z XXX followers, XXX engagements

"@LeadingReport I bet this will be the most viewed halftime show in Super Bowl history"
X Link @Compounding1985 2025-10-16T06:12Z XXX followers, XXX engagements

"Great analysis of $HIMS. Focus on the long-term story and avoid the noise. Fundamentals and execution strongly support the story"
X Link @Compounding1985 2025-10-16T13:52Z XXX followers, XXX engagements

"⚠ Market Alert: Time to Hold Some Cash ⚠ Were entering a phase where holding cash isnt weakness its strategy. Core areas of the economy are slowing down real estate sales construction and manufacturing are all losing steam. Leading indicators are flashing red. Meanwhile gold just hit a historic high above $4000/oz with central banks continuing to buy at record pace. Moves like this dont happen by chance. When gold booms it usually means stress is building somewhere beneath the surface. πŸ’‘ Its better to stay cautious now and keep dry powder ready not out of fear but out of discipline. Because"
X Link @Compounding1985 2025-10-17T03:39Z XXX followers, XX engagements

"Hedge funds are unloading equities at record pace the largest 4-week outflow since 2008. At the same time gold prices have surged to historic highs. When smart money sells risk assets and seeks safety that combination often signals that something is coming. In my view its time to raise a bit of cash"
X Link @Compounding1985 2025-10-17T04:51Z XXX followers, XX engagements

"@mrstockman888 No because HIMS is a significant portfolio position but I'll buy more if it dropsmore than is has. I'm monitoring the P/S ratio to decide. Additionally I plan to raise cash by selling small portions of other stocks not HIMS"
X Link @Compounding1985 2025-10-17T15:53Z XXX followers, XX engagements

"🧡 $HIMS Conviction Fundamentals Avoid the Noise A deep look into why $HIMS fundamentals scalability and execution remain intact despite market noise and why conviction matters more than sentiment"
X Link @Compounding1985 2025-10-17T16:07Z XXX followers, XXX engagements

"HIMS platform democratizes access to high-quality personalized healthcare solutions through technology. It removes friction between users and treatment creating a seamless experience for millions. πŸ“ˆ This is how $HIMS is building a healthcare ecosystem that actually scales"
X Link @Compounding1985 2025-10-17T16:07Z XXX followers, XX engagements

"$HIMS is not a niche player anymore. They project to reach 100M+ consumers across key categories like: -Weight loss --Sexual health Dermatology -Mental health -Hormone & longevity XX% of eligible people dont seek treatment. $HIMS is unlocking that market"
X Link @Compounding1985 2025-10-17T16:07Z XXX followers, XX engagements

"Their operational backbone is world-class. Multi-year investments in vertically integrated facilities across CA AZ OH & NJ. Over 700000 sq ft of internal fulfillment capacity. Over XX% of U.S. orders already processed through owned or affiliated facilities"
X Link @Compounding1985 2025-10-17T16:07Z XXX followers, XX engagements

"Execution and scalability are the DNA of this company. By 2030 $HIMS targets: -Revenue $6.5B -Adj. EBITDA $1.3B At todays PS ratio (6.7) maintaining similar valuation multiples implies: Base case (5 PS) Market Cap $32.5B $143/share Bull case (8 PS) $230/share Bear case (3 PS) $86/share From current $XX thats +163% to +318% upside. Capital-efficient path to profitability with massive leverage on fixed infrastructure"
X Link @Compounding1985 2025-10-17T16:07Z XXX followers, XX engagements

"Then a tweet πŸ‘€ from the CEO and markets panic. Shortly after headlines appeared: Hims & Hers CEO Andrew Dudum files to sell $11M in shares after short squeeze post. Heres the truthπŸ‘‡ Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management. In other words: not reactionary selling"
X Link @Compounding1985 2025-10-17T16:08Z XXX followers, XX engagements

"If your conviction can be broken by an emoji or a headline it was never conviction. Noise Fundamentals. Execution and scalability drive value not social media perception. Ignore the noise. Focus on the fundamentals. The compounding machine that is $HIMS keeps executing"
X Link @Compounding1985 2025-10-17T16:08Z XXX followers, XX engagements

"@mrstockman888 that is not correct my friend Heres the truthπŸ‘‡ Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management"
X Link @Compounding1985 2025-10-17T16:09Z XXX followers, XX engagements

"@mrstockman888 but yes $NVO is also a great option is in my watchlist"
X Link @Compounding1985 2025-10-17T16:10Z XXX followers, XX engagements

"@optionscjp @AndrewDudum Heres the truthπŸ‘‡ Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management"
X Link @Compounding1985 2025-10-17T16:31Z XXX followers, XXX engagements

"Those are Rule 10b5-1 automatic sales pre-scheduled months in advance (this plan dates back to Aug 2024). Theyre routine automated and pre-approved for diversification tax optimization and liquidity management. If your conviction can be broken by an emoji or a headline it was never conviction"
X Link @Compounding1985 2025-10-17T17:57Z XXX followers, 1965 engagements

"πŸ“‰ How often does the market actually fall Heres what XX years of S&P XXX data shows πŸ‘‡ -A X% pullback happens about X times a year -A XX% correction happens about once a year -A XX% drop about every XX years -A 20%+ bear market roughly once every X years Use your Cash Properly Volatility isnt an anomaly its the price of admission for long-term gains. Ignore the noise. Focus on fundamentals. Stay invested"
X Link @Compounding1985 2025-10-17T18:50Z XXX followers, XX engagements

"Portfolio Snapshot October XX 2025 Day change: -XXXX% Top holdings (% of portfolio) -AMD XXXX% +89.6% gain -UNH XXXX% +27.9% gain -HIMS XXX% +536.8% gain --META XXX% +532.9% gain OSCR XXX% +28.0% gain Main driver of todays drop: $HIMS was the key drag on portfolio performance falling more than XX% today. Despite that it remains the top performer overall up more than XXX% from my average cost. This kind of volatility is expected in high-growth positions that have already multiplied several times. Solid long-term setup remains intact across digital health AI infrastructure and large-cap tech."
X Link @Compounding1985 2025-10-17T22:28Z XXX followers, XXX engagements

"@DGretta_Author @grok summarize this book"
X Link @Compounding1985 2025-10-18T16:59Z XXX followers, XX engagements

"Adobes top line tells a story of consistency and dominance. Quarter after quarter year after yearrevenue keeps growing. πŸ“ˆ CAGR: XXXX% since 2015 πŸ“Š Quarterly growth: 1012% YoY sustained No visible slowdown. No cracks. Even with AI disruption narratives spreading Adobes revenue machine keeps expanding globally"
X Link @Compounding1985 2025-10-18T19:09Z XXX followers, XX engagements

"If AI were eating Adobes lunch wed see it in margins first. But instead: -Operating margins: stable around 3637% for years. -No deterioration. No pricing pressure. That means Adobe is still commanding premium pricing and strong customer retentionclear signs that AI hasnt eroded its fundamentals (yet)"
X Link @Compounding1985 2025-10-18T19:09Z XXX followers, XX engagements

"Adobes management keeps returning capital aggressively: πŸ” Shares outstanding: down XX% since 2017. Buybacks reduce share count increasing EPS and ownership value for long-term investors. Its a confident signalmanagement believes the stock is undervalued"
X Link @Compounding1985 2025-10-18T19:09Z XXX followers, XX engagements

"Adobe is a cash-flow machine. From $963M in 2013 $9.6B LTM. Thats a XXXX% CAGR in free cash flow. Over the long term stock price always converges with FCF growth. The stronger the cash generation the higher the intrinsic value. Adobe is the definition of capital efficiency"
X Link @Compounding1985 2025-10-18T19:09Z XXX followers, XX engagements

"Across all geographies growth remains broad-based: U.S.: +200% (CAGR 17%) EMEA: +207% (CAGR 15.6%) 🌏 APAC: +197% (CAGR 15.1%) No region shows weaknessproof that Adobes business model scales globally and isnt dependent on one geography"
X Link @Compounding1985 2025-10-18T19:09Z XXX followers, XX engagements

"Both valuation metrics are at decade lows: πŸ“‰ P/E: XXXX πŸ“‰ P/FCF: XXXX These are multi-year trough levels for a company with double-digit earnings growth. The market is pricing fear not fundamentals"
X Link @Compounding1985 2025-10-18T19:09Z XXX followers, XX engagements

"Earnings Consistency & Forecasts Adobe has a history of outperforming expectations. Beats EPS estimates in almost every year. Analysts project: -EPS CAGR: 1213% (20252027) -Revenue CAGR: XXX% (same period) That means growth continues just at a mature and sustainable pacestill elite for a $200B+ company"
X Link @Compounding1985 2025-10-18T19:09Z XXX followers, XX engagements

"Personal Position $ADBE is part of my portfolio. Currently down X% holding X% of total allocation. But I see potential to increase my position at these levels. The fundamentals remain rock solid while sentiment is near historic lowsexactly where asymmetric opportunities begin"
X Link @Compounding1985 2025-10-18T19:09Z XXX followers, XX engagements

"Conclusion So will AI disrupt Adobe or empower it Short term theres zero evidence of damagerevenues margins and FCF all point upward. Long term the real question isnt whether AI will replace Adobe Its whether Adobe will own the creative AI ecosystem. At these valuations the risk/reward looks asymmetric"
X Link @Compounding1985 2025-10-18T19:09Z XXX followers, XX engagements

"Gold is exploding at historic speed. Gold is reaching new highs faster than in any previous cycle. When gold appreciates this aggressively its not speculation its capital fleeing uncertainty. It reflects fear of overvaluation inflation persistence and a loss of confidence in paper assets"
X Link @Compounding1985 2025-10-18T20:59Z XXX followers, XX engagements

"Liquidity is drying up. BofAs Global Fund Manager Survey shows average cash levels at XXX% near record lows. When institutions are this fully invested corrections accelerate because theres no buying power left when markets turn"
X Link @Compounding1985 2025-10-18T20:59Z XXX followers, XX engagements

"@astro_greek Much more above XX. But what a genius"
X Link @Compounding1985 2025-10-18T23:10Z XXX followers, XX engagements

"$UNH UnitedHealth Group Legendary investors keep loading up. From David Tepper to Michael Burry accumulation continues quarter after quarter. When capital this smart aligns on one name its not noise its conviction. One of the clearest most obvious bets in the market right now"
X Link @Compounding1985 2025-10-16T17:19Z XXX followers, 2482 engagements

"🧡Will AI Disrupt Adobe or Make It Even Stronger $ADBE sits at the intersection of creativity and technology. With the rise of generative AI tools and open-source design software many question whether Adobes competitive edge is fadingor if its simply entering a new era of reinvention. Lets dive into the numbers before jumping to conclusions"
X Link @Compounding1985 2025-10-18T19:09Z XXX followers, XX engagements

"@ArkkDaily Underperforming the SP-500"
X Link @Compounding1985 2025-10-19T00:06Z XXX followers, XX engagements

"🚨 Quantum Bubble Alert Seeing whats happening with companies like $RGTI should make every investor stop and think. A company with $3.2M gross profit trading at an $18B market cap burning cash years away from profitability and possibly running out of money by January. This is the anatomy of a bubble. The euphoria blinds everyone until it doesnt. When it works everyone celebrates. When it collapses its instant and most people end up buying high and selling low. Stay rational. Stay consistent. Speculation is not a strategy"
X Link @Compounding1985 2025-10-15T04:15Z XXX followers, XXX engagements

"@jimcramer Brace yourselves for a market crash Jim Cramer has provided the most bearish signal. -XXX% Success Rate"
X Link @Compounding1985 2025-10-16T17:07Z XXX followers, 12.2K engagements

"@0xMert_ The smarter you are the more you see every possible scenario and thats exactly what paralyzes you. Meanwhile the so-called fools act. They fail adjust and move again. At the end of the race they win not by IQ but by iteration"
X Link @Compounding1985 2025-10-18T00:10Z XXX followers, XXX engagements

"πŸš€ Bank of America just raised its price target on AMD from $XXX to $XXX reiterating its Buy rating. With accelerating demand for AI chips and growing traction in data centers AMD is well-positioned to capture massive upside in the next wave of AI infrastructure build-out. $AMD continues to be one of the most asymmetric bets in the semiconductor space right now"
X Link @Compounding1985 2025-10-18T02:23Z XXX followers, XX engagements

"@1000xStocks $AMD easy one. No doubt about it"
X Link @Compounding1985 2025-10-18T15:48Z XXX followers, 1723 engagements

"The consumer is breaking. Subprime auto delinquencies have hit XXX% the highest in recent history. This usually happens right before broader credit deterioration a classic late-cycle warning"
X Link @Compounding1985 2025-10-18T20:59Z XXX followers, XX engagements

"Growth could be artificial. A Harvard economist notes that without data-center investment GDP growth in H1 2025 was just 0.1%. In other words without AI and hyperscale capex all driven by the same few megacaps the economy is nearly flat"
X Link @Compounding1985 2025-10-18T20:59Z XXX followers, XX engagements

"@Ashton_1nvests With Basically zero Risk $PYPL $UNH $ADBE $SOFI $HIMS"
X Link @Compounding1985 2025-10-19T16:25Z XXX followers, XXX engagements

"More bearish signs economy is really weakening despite the AI investment Boom"
X Link @Compounding1985 2025-10-19T20:05Z XXX followers, XX engagements

"🚨 Hedge funds are dumping U.S. equities while retail investors are buying at record levels. Hedge funds have sold for X straight weeks unloading over $1.7B last week alone. Meanwhile retail demand just hit an all-time high surpassing $100B in monthly inflows. This divergence is a red flag. When professionals de-risk and retail piles in at the top the market often flashes a major warning"
X Link @Compounding1985 2025-10-19T22:20Z XXX followers, XX engagements

creator/x::Compounding1985
/creator/x::Compounding1985