# ![@DastanyLFC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::583067441.png) @DastanyLFC Pulse

Pulse posts on X about $flnc, $hims, in the, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::583067441/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::583067441/c:line/m:interactions.svg)

- [--] Week [-----] -28%
- [--] Month [------] +1,247%
- [--] Months [------] -16%
- [--] Year [------] +220%

### Mentions: [--] [#](/creator/twitter::583067441/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::583067441/c:line/m:posts_active.svg)

- [--] Week [--] -8.30%
- [--] Month [--] +230%
- [--] Months [--] +53%
- [--] Year [---] +241%

### Followers: [-----] [#](/creator/twitter::583067441/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::583067441/c:line/m:followers.svg)

- [--] Week [---] +2.90%
- [--] Month [---] +6.10%
- [--] Months [---] +17%
- [--] Year [---] +43%

### CreatorRank: [---------] [#](/creator/twitter::583067441/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::583067441/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  41.8% [finance](/list/finance)  16.39% [currencies](/list/currencies)  8.2% [countries](/list/countries)  7.38% [cryptocurrencies](/list/cryptocurrencies)  4.1% [technology brands](/list/technology-brands)  2.46% [travel destinations](/list/travel-destinations)  1.64%

**Social topic influence**
[$flnc](/topic/$flnc) 26.23%, [$hims](/topic/$hims) 9.84%, [in the](/topic/in-the) 9.02%, [business](/topic/business) 9.02%, [market](/topic/market) 7.38%, [$adyen](/topic/$adyen) #20, [$aes](/topic/$aes) 6.56%, [$nvo](/topic/$nvo) 5.74%, [weight loss](/topic/weight-loss) 4.1%, [food](/topic/food) 4.1%

**Top accounts mentioned or mentioned by**
[@szewinvest](/creator/undefined) [@hhsogc](/creator/undefined) [@clarksquarecap](/creator/undefined) [@uzocapital](/creator/undefined) [@qualityinvest5](/creator/undefined) [@blueorcainvest](/creator/undefined) [@tacticzh](/creator/undefined) [@valuehunte](/creator/undefined) [@lisaabramowicz1](/creator/undefined) [@alexeliasson](/creator/undefined) [@penttijokinen](/creator/undefined) [@justbrosef](/creator/undefined) [@swissiechad](/creator/undefined) [@gezzogero](/creator/undefined) [@lisamjarvis](/creator/undefined) [@reignots](/creator/undefined) [@blueorcainvests](/creator/undefined) [@mattsolomon10](/creator/undefined) [@victorprivin](/creator/undefined) [@toffcap](/creator/undefined)

**Top assets mentioned**
[Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [AES, Corp. (AES)](/topic/$aes) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [RXO, Inc. (RXO)](/topic/$rxo) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Expeditors International of Wshngtn Inc (EXPD)](/topic/$expd) [Auto (AUTO)](/topic/$auto) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Adobe, Inc. (ADBE)](/topic/$adbe) [Honeywell International Inc (HON)](/topic/honeywell) [Evotec SE (EVO)](/topic/$evo) [GROW Token (GROW)](/topic/$grow) [Goldman Sachs (GS)](/topic/goldman-sachs) [Vistra, Corp. (VST)](/topic/$vst) [Alliant Energy Corporation (LNT)](/topic/$lnt) [Southern Co (SO)](/topic/$so) [Core & Main, Inc. (CNM)](/topic/$cnm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Uzocapital I rather have Scout24 than $RMV.L but same story there. Market is panic selling everything"  
[X Link](https://x.com/DastanyLFC/status/2019118417563856946)  2026-02-04T18:38Z [---] followers, [---] engagements


"$Adyen dont really understand the leg down mgmt keeps delivering"  
[X Link](https://x.com/DastanyLFC/status/2021847898808566240)  2026-02-12T07:24Z [---] followers, [---] engagements


"$Adyen market is nuts for pushing it down 20% - this is a fx effect nothing else. One of the best managed companies in the market trading at its lowest valuation whereas it direct comp is raising money at 145bn. Looks like the last overreaction in the autumn of [----]   $ADYEN Processed volume: 745.3B Net revenue: 1270.7M vs 1290M est. ❌ EBITDA: 702.1M vs $682M est. ✅ EPS: [-----] vs [-----] est. ✅ Take rate: [----] Outlook 2026: - Revenue growth 20%-22% - Ebitda margin in line with [----]. https://t.co/Tcis1R76nC   $ADYEN Processed volume: 745.3B Net revenue: 1270.7M vs 1290M est. ❌ EBITDA: 702.1M vs"  
[X Link](https://x.com/anyuser/status/2021863074865582100)  2026-02-12T08:24Z [---] followers, [----] engagements


"@Valuehunte Would love to buy Samart Aviation but no broker in my country supports trading on the Thai exchange (otherwise the Budapest exchange is a good choice as well)"  
[X Link](https://x.com/DastanyLFC/status/2021879949779415211)  2026-02-12T09:31Z [---] followers, [--] engagements


"MTU Aero Engines $MTX just placed these bonds with a ZERO coupon 47.5% conversion premium - thats some statement given that they expected the coupon to be in the range of [-----] to 0.625% and conversion premium between [----] to 47.5% MTU Aero Engines $MTX is offering 600m senior unsecured convertible bonds maturing July [----] + buyback of its existing 500m convertible bonds. #3DSP_Germany #3DSP_Europe https://t.co/p9gFwBeUQS MTU Aero Engines $MTX is offering 600m senior unsecured convertible bonds maturing July [----] + buyback of its existing 500m convertible bonds. #3DSP_Germany #3DSP_Europe"  
[X Link](https://x.com/DastanyLFC/status/2009317191334940768)  2026-01-08T17:32Z [---] followers, [---] engagements


"@lisaabramowicz1 Nothing to see just US admin losing it over a Danish fund selling millions (not bn) of USTs and a research note. Add it all up and the nerves are obvious. lets pretend the global head of FX at $DB has no clue about capital flows geopolitics or risk. Why credit his opinion"  
[X Link](https://x.com/DastanyLFC/status/2013958238450970971)  2026-01-21T12:53Z [---] followers, [---] engagements


"Nothing to see just US admin losing it over a Danish fund selling millions (not bn) of USTs and a research note. Add it all up and the nerves are obvious. lets pretend the global head of FX at $DB has no clue about capital flows geopolitics or risk. Why credit his opinion. Update: the Trump administration was angry about this research note. Treasury Secretary Bessent: The CEO of Deutsche Bank called to say that Deutsche Bank does not stand by that analyst report. https://t.co/V34NN3uUOM Update: the Trump administration was angry about this research note. Treasury Secretary Bessent: The CEO of"  
[X Link](https://x.com/DastanyLFC/status/2013959071771070560)  2026-01-21T12:57Z [---] followers, [---] engagements


"@QualityInvest5 The easiest way to look at is comparing it to Stripe which raised late last year at USD 107bn - Adyen has a market cap 40bn and has pretty much the same TPV Stripe has (2024: USD [---] trillion). On top of that $ADYEN is probably one of the best managed companies"  
[X Link](https://x.com/DastanyLFC/status/2016570348909556115)  2026-01-28T17:53Z [---] followers, [---] engagements


"$FLNC gross margins the real boomer and the outside of the US order intake as well"  
[X Link](https://x.com/DastanyLFC/status/2019158272918327737)  2026-02-04T21:17Z [---] followers, [---] engagements


"$FLNC some interesting bits in the 10Q - Moss Landing / Vistra incident settled at no material amount no subject to further litigation from the recent event - confirmed the dismissal of Diablos $230m claim (tossing the "smoking gun" in @blueorcainvest short report)"  
[X Link](https://x.com/anyuser/status/2019378336083112248)  2026-02-05T11:51Z [---] followers, [---] engagements


"$FLNC the good news Services (Rev +19% QoQ +44% YoY) and Digital (Rev +26 QoQ +36% YoY) are performing well"  
[X Link](https://x.com/DastanyLFC/status/2019378340185211379)  2026-02-05T11:51Z [---] followers, [---] engagements


"$FLNC the bad news is the gross margin which definitely needs explaining. They attribute USD 20m to contract investments and expect to make up for it during the year. Gross Margin is even worse when you consider the fact that they included USD 5.1m of IRA tax benefits in it"  
[X Link](https://x.com/DastanyLFC/status/2019378344513663172)  2026-02-05T11:51Z [---] followers, [---] engagements


"$FLNC Q1 is generally weak with negative margins /net loss but certainly did not expect the GM collapse"  
[X Link](https://x.com/anyuser/status/2019378349143921027)  2026-02-05T11:51Z [---] followers, [---] engagements


"$FLNC some other insights Almost all alternatives KPIs (backlog orders pipeline ARR AUMARR) are showing good momentum especially the digital segments has more than 3x its orders. Also they appear to expect deployment cycles to accelerate (which was a huge drag in FY25)"  
[X Link](https://x.com/anyuser/status/2019378353019748493)  2026-02-05T11:51Z [---] followers, [---] engagements


"$HIMS $NVO taking such a legal risks just shows how desperate $HIMS is. which has always had a bad business model free riding on the value creation of others"  
[X Link](https://x.com/anyuser/status/2019418343607005370)  2026-02-05T14:30Z [---] followers, [---] engagements


"you can label it reckless by $HIMS mgmt in the end its just desperation - they have no viable business model free riding on other's value creation is certainly none Just a reminder that if $HIMS is forced into a consent decree they would have to: - Halt all sales of their compounded weight loss pills - Pay significant fines in the millions - Hire outside auditors to monitor their business for years Incredibly reckless management. Just a reminder that if $HIMS is forced into a consent decree they would have to: - Halt all sales of their compounded weight loss pills - Pay significant fines in"  
[X Link](https://x.com/anyuser/status/2019715544887525416)  2026-02-06T10:11Z [---] followers, [---] engagements


"All the $HIMS bagholders defending this shameless copycat are learning the hard way: free-riding on real innovators isnt a business model its a slow bleed. No moat no edge just hype the bill is finally coming due. This has gone on far too long. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health"  
[X Link](https://x.com/anyuser/status/2019903163445485929)  2026-02-06T22:36Z [---] followers, [---] engagements


"@alexeliasson How do you see the Thai-Cambodia conflict affecting the business (SAV)"  
[X Link](https://x.com/DastanyLFC/status/2020912568236175408)  2026-02-09T17:27Z [---] followers, [--] engagements


"@PenttiJokinen I am a bit confused with $SSIT - they had it at FV [-----] as of [--] June [--] now at [----] as of [--] Sep [--]. And there is a note saying that the [--] Sep FV reflect the latest funding round which is strange given it was announced on [--] Dec [--]. $Grow is much more conservative"  
[X Link](https://x.com/DastanyLFC/status/2013967251632734644)  2026-01-21T13:29Z [---] followers, [---] engagements


"$FLNC reaction looks overdone but mgmt communication once again a disaster. Weak market + bad communication and a mixed bag print = strong correction"  
[X Link](https://x.com/anyuser/status/2019433687260307580)  2026-02-05T15:31Z [---] followers, [---] engagements


"AI has automated the one thing we never wanted automated: impulsive selling. AI isnt making people smarter but definitely more short sighted. Sell now think later in full swing for some time $RXO $CHRW $EXPD $ADBE (or is there a Ticker for all SaaS companies) On todays episode of what will AI replace and cause a violent selloff in: Transportation / Logistics companies $RXO $CHRW $EXPD and others are getting absolutely smoked without any news. Yesterday was CRE brokers Tuesday was financial advisors Monday was insurance https://t.co/CmKq45Tbku On todays episode of what will AI replace and"  
[X Link](https://x.com/anyuser/status/2021995344045998357)  2026-02-12T17:10Z [---] followers, [---] engagements


"@justbrosef Cheap on historic (first time seeing it at a FCF yield of 3%+) and comparable (stripe) terms. Business is intact despite the noise (FX Block slow EU growth) and mgmt is top notch focused on the LT and as usual takes the short term pain. Feels like late [----] $adyen"  
[X Link](https://x.com/DastanyLFC/status/2022128538485416281)  2026-02-13T01:59Z [---] followers, [---] engagements


"$FLNC likely to see some profit taking here. The tax bill is not as bad as feared but it also includes some stuff which is not very good for $FLNC and the overall sector"  
[X Link](https://x.com/DastanyLFC/status/1922288757660651653)  2025-05-13T13:52Z [---] followers, [---] engagements


"Goldman Sachs the first to notice this with a complete change in mind from sell to buy and doubling price target to EUR [--] - stock flying high $UMI #Umicore $JMAT sells its Catalyst biz for 1.8bn EV implying 15.1x EBITDA (119m) or 13.3x on adjusted EBITDA (136m). Peer $UMI does 431m EBITDA (CT biz) and trades at 3.5bn EV. Apply 13.315.1x to CT = EUR 5.76.5bn for the CT biz ALONE. Massive mispricing here for Umicore $JMAT sells its Catalyst biz for 1.8bn EV implying 15.1x EBITDA (119m) or 13.3x on adjusted EBITDA (136m). Peer $UMI does 431m EBITDA (CT biz) and trades at 3.5bn EV. Apply"  
[X Link](https://x.com/DastanyLFC/status/1932467878520828335)  2025-06-10T16:00Z [---] followers, [---] engagements


"This stablecoin related dip is providing a good entry - the fear is simply overblown. Not in [--] years + we have seen any crypto payment solution which has actually worked in real life. Not to forget the Libra and PayPal stablecoin disaster. $ADYEN"  
[X Link](https://x.com/DastanyLFC/status/1935690900765548774)  2025-06-19T13:27Z [---] followers, [---] engagements


"@SwissieChad A bit confused with the valuation - so EBITDA multiples are usually in a 10-15x range (7 per clinic). this one is trading at 3x EBITDA and below BV so the clinics in Germany alone (18 EURm [--] in rev or [---] per clinic which is much better than comps e.g. $CBAV) are worth it"  
[X Link](https://x.com/DastanyLFC/status/1942573860270006619)  2025-07-08T13:17Z [---] followers, [---] engagements


"$FLNC Todays order is very likely one of the three responsible for lowering the guidance in Q1 FY25"  
[X Link](https://x.com/DastanyLFC/status/1942633318891282477)  2025-07-08T17:14Z [---] followers, [---] engagements


"@gezzogero but they are (indirectly) a supplier to Boeing right and Boeing has a US only production footprint sorry just started looking into it and their IR page is typical for a SME in japan (hardly anything in english)"  
[X Link](https://x.com/DastanyLFC/status/1942693490238075052)  2025-07-08T21:13Z [---] followers, [---] engagements


"$FLNC Wonder what will happen with $FLNC when its majority holder $AES is taken private https://www.bloomberg.com/news/articles/2025-07-08/power-firm-aes-explores-options-amid-takeover-interest https://www.bloomberg.com/news/articles/2025-07-08/power-firm-aes-explores-options-amid-takeover-interest"  
[X Link](https://x.com/DastanyLFC/status/1942694591368683863)  2025-07-08T21:17Z [---] followers, [---] engagements


"This is what happens when you put an anti-science anti-vax zealot in charge Measles is back-worst outbreak in [--] years-and #RFKJr helped make it happen. He gutted CDC panels pushed vitamins over vaccines and revived debunked autism myths. #ScienceMatters #MeaslesOutbreak The US measles outbreak may have already been underway when Robert F. Kennedy Jr. took office but the health secretary's actions or lack thereof exacerbated the problem @lisamjarvis says https://t.co/oCk9Oc0MVt The US measles outbreak may have already been underway when Robert F. Kennedy Jr. took office but the health"  
[X Link](https://x.com/DastanyLFC/status/1942972116015440308)  2025-07-09T15:40Z [---] followers, [--] engagements


"@Reignots @ClarkSquareCap They also bought Solaris in Germany pretty much for pennies. It used to be valued at 16bn but ran into problems"  
[X Link](https://x.com/DastanyLFC/status/1945226458793640335)  2025-07-15T20:58Z [---] followers, [---] engagements


"and this compares to to the 30ish ev/multiple for $LLY - the competition risk is more than priced in and the focus on weight loss (who offers more) is just idiotic - because that's not necessarily in the best interest of public health (first 10-15% move the needle) $NOVO wonder what investors are thinking - if this decline holds the stock is trading at a single digit EV/EBIT multiple (despite growing slower but still growing rather significantly) $NOVO wonder what investors are thinking - if this decline holds the stock is trading at a single digit EV/EBIT multiple (despite growing slower but"  
[X Link](https://x.com/DastanyLFC/status/1950165264533717218)  2025-07-29T12:03Z [---] followers, [---] engagements


"$NOVO $LLY and this compares to to the 30ish ev/multiple for $LLY - the competition risk is more than priced in and the focus on weight loss (who offers more) is just idiotic - because that's not necessarily in the best interest of public health (first 10-15% move the needle) and this compares to to the 30ish ev/multiple for $LLY - the competition risk is more than priced in and the focus on weight loss (who offers more) is just idiotic - because that's not necessarily in the best interest of public health (first 10-15% move the needle)"  
[X Link](https://x.com/DastanyLFC/status/1950165615844454826)  2025-07-29T12:04Z [---] followers, [---] engagements


"@TacticzH $NVO $NOVO is trading at a single digit EV/EBIT Mult compared to $LLY at 30ish and 10yr avg at 22x and a low of 11x - this gap is simply not justified by any fundamental. Mr Market is treating it like its falling off a cliff - it is just growing slower"  
[X Link](https://x.com/DastanyLFC/status/1950203154068373996)  2025-07-29T14:33Z [---] followers, [----] engagements


"$FLNC is progressing steadily having secured all projects in Australia which contributed to the guidance reduction. With 500MW/2000MWh this represents 10% of their total deployments in [----] translating to over USD [---] million at current pricing https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-and-agl-sign-deal-deliver-500-mw-2000-mwh-tomago-battery https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-and-agl-sign-deal-deliver-500-mw-2000-mwh-tomago-battery"  
[X Link](https://x.com/DastanyLFC/status/1950925913438228737)  2025-07-31T14:25Z [---] followers, [---] engagements


"Most of Diablo Energys case vs. $FLNC was dismissed in late July. No litigation from $VST no support cut from $AES or $SIEGY. Core claims in @blueorcainvests short report now effectively disproven. #FLNC"  
[X Link](https://x.com/DastanyLFC/status/1952841147854012800)  2025-08-05T21:16Z [---] followers, [---] engagements


"$FLNC reports after close. GAAP EPS expected at (0.05) vs (0.02) consensus. Key focus will be on guidance: Australian projects are now signed but with deals completed in July they will not yet be reflected in order intake or backlog. likely to disappoint on the Q but LT key"  
[X Link](https://x.com/DastanyLFC/status/1954948941272998217)  2025-08-11T16:52Z [---] followers, [---] engagements


"$FLNC mixed bag but in the end a beat in disguise for those experience with the company Almost zero related party business (from $AES) explaining why the gross margin EBITDA and ultimately net income came in much stronger. Individuals will complain on lower end rev guide"  
[X Link](https://x.com/DastanyLFC/status/1955009398302019685)  2025-08-11T20:52Z [---] followers, [---] engagements


"@matt_solomon10 Market opportunity is huge - they need to get the services and digital segment off the ground. Services seems to be on track with Q3 YTD already 45% higher than FY but digital is still lagging Overall - happy with the Q but sentiment is dead at least until the mid terms"  
[X Link](https://x.com/DastanyLFC/status/1955186041008099611)  2025-08-12T08:34Z [---] followers, [--] engagements


"Wonder what this means for $FLNC as $AES holds a majority in the company BlackRock's GIP nears $38 billion takeover of utility group AES FT reports https://t.co/KymVHzmidq https://t.co/KymVHzmidq BlackRock's GIP nears $38 billion takeover of utility group AES FT reports https://t.co/KymVHzmidq https://t.co/KymVHzmidq"  
[X Link](https://x.com/DastanyLFC/status/1973356033243488360)  2025-10-01T11:55Z [---] followers, [---] engagements


"@Szew_invest How do you get your hands on JSE I have been trying for some time but the spread is insane"  
[X Link](https://x.com/DastanyLFC/status/1977103507359670494)  2025-10-11T20:06Z [---] followers, [--] engagements


"@Szew_invest Which broker are you using if I may ask"  
[X Link](https://x.com/DastanyLFC/status/1977312361766609287)  2025-10-12T09:56Z [---] followers, [--] engagements


"$LICY A US government loan will help finance the expansion of a first-of-its-kind facility in that recycles old lithium-ion batteries into chemicals that can he used for the batteries of more than [------] electric vehicles a year https://t.co/c2Psq5cyBB A US government loan will help finance the expansion of a first-of-its-kind facility in that recycles old lithium-ion batteries into chemicals that can he used for the batteries of more than [------] electric vehicles a year https://t.co/c2Psq5cyBB"  
[X Link](https://x.com/DastanyLFC/status/1630208627872079872)  2023-02-27T14:09Z [---] followers, [--] engagements


"Putting the $STEM 4.25% yield in context (7yr) - US IG corporate bond yield at 5.01% (Cap IQ 3M avg 7yr) HY at 6.6% - Sasol Limited 4.0% issued Nov [--] 5yr term USD (8.5bn highly profitable) - $LNT 3.875% (A- ) 575m [----] term - $SO 3.875% (BBB+) 1.725bn [----] term"  
[X Link](https://x.com/DastanyLFC/status/1641426837468336130)  2023-03-30T13:07Z [---] followers, [---] engagements


"$STEM now trading below book value (admittedly goodwill would eat up the equity). Also some interesting names are back - Point72 and Electron Capital Partners who have previously shown good timing (and are also invested across the space i.e. $FLNC)"  
[X Link](https://x.com/DastanyLFC/status/1727336813713555559)  2023-11-22T14:42Z [---] followers, [----] engagements


"Does anyone have insights on Kurita Waters $KTWIY Aliaxis SA Core & Main Inc $CNM Thanks"  
[X Link](https://x.com/DastanyLFC/status/1760243897819652437)  2024-02-21T10:03Z [---] followers, [---] engagements


"$FLNC Time to add significantly here lower than mid [--] when they were half the size and at negative gross margins EBITDA and FCF. Now still growing 25-30% a year on the top line and even if the new "standard" gross margin is 10% it trades at 10x EBITDA on FY25 Fluence Energy Unveils Smartstack a High-Density AC-based Energy Storage Platform with a Breakthrough Modular Design - Green Stock News https://t.co/cVNtrv3W3p $FLNC #cleanenergy #energystorage https://t.co/7rATpM02wr Fluence Energy Unveils Smartstack a High-Density AC-based Energy Storage Platform with a Breakthrough Modular Design -"  
[X Link](https://x.com/DastanyLFC/status/1890091456561574060)  2025-02-13T17:31Z [---] followers, [----] engagements


"$FLNC CEO (23.5k shares USDk 149) and CFO (15.5k shares USDk 100/ ) buying shares following purchases by other insiders last week. Just a reminder CEO earns a base salary of 850k (1.4m non stock bonus) and CFO 397.5k (0.4m non stock bonus)"  
[X Link](https://x.com/DastanyLFC/status/1891853146718159197)  2025-02-18T14:11Z [---] followers, [---] engagements


"$AES results effectively pre-announce $FLNC: EPS -$0.24 to -$0.28 (vs. cons. -$0.21) rev $300330M (cons. 326) EBITDA -$35M to -$45M. Timing issues flagged but "clear" undervaluationAES not selling shares $FLNC remains preferred supplier under contract. #earnings #FLNC"  
[X Link](https://x.com/DastanyLFC/status/1918379787317379113)  2025-05-02T18:59Z [---] followers, [----] engagements


"Should have been more transparent - my estimate based on $AES disclosure I have high confidence in the net income figure but less so the more you move up within the P&L"  
[X Link](https://x.com/DastanyLFC/status/1918656254496375142)  2025-05-03T13:17Z [---] followers, [---] engagements


"@victor_privin You should look more closely at the 10Q of $AES just an advice (I am also long $FLNC)"  
[X Link](https://x.com/DastanyLFC/status/1918657085178261731)  2025-05-03T13:21Z [---] followers, [---] engagements


"$JMAT sells its Catalyst biz for 1.8bn EV implying 15.1x EBITDA (119m) or 13.3x on adjusted EBITDA (136m). Peer $UMI does 431m EBITDA (CT biz) and trades at 3.5bn EV. Apply 13.315.1x to CT = EUR 5.76.5bn for the CT biz ALONE. Massive mispricing here for Umicore #JMAT As disclosed by Sky last night Johnson Matthey have sold their Catalyst Technologies business to Honeywell for 1.8bn Company to receive 1.6bn net & plan to return [--] per share to shareholders Thats quite a deal for a company currently valued at 2.33bn 😳 https://t.co/jMRMNdsuvz #JMAT As disclosed by Sky last night Johnson Matthey"  
[X Link](https://x.com/DastanyLFC/status/1925585517132820698)  2025-05-22T16:12Z [---] followers, [---] engagements


"@ToffCap look at $UMI Umicore. $JMAT sells its Catalyst biz for 1.8bn EV implying 15.1x EBITDA (119m) or 13.3x on adjusted EBITDA (136m). Peer $UMI does 431m EBITDA (CT biz) and trades at 3.5bn EV. Apply 13.315.1x to CT = EUR 5.76.5bn for the CT biz ALONE"  
[X Link](https://x.com/DastanyLFC/status/1925587126298521945)  2025-05-22T16:18Z [---] followers, [----] engagements


"@ChrisSteck @ClarkSquareCap Be careful with this one - I would rather own Euroeyes (hk listed) or $CBAV There is lots of negative press on M1"  
[X Link](https://x.com/DastanyLFC/status/1945224544496566648)  2025-07-15T20:50Z [---] followers, [---] engagements


"Strong numbers from $ERII here Wastewater guidance unpaused and excellent cost mgmt with opex expected to arrive at the low end. CO2 biz still a drag but improving - next year crucial for monetizing it"  
[X Link](https://x.com/DastanyLFC/status/1953194720559284434)  2025-08-06T20:41Z [---] followers, [---] engagements


"@wolfofharcourt @KoyfinCharts Latest Stripe valuation puts them at 100B+ compare that to $Adyen and you know where the stock should be"  
[X Link](https://x.com/DastanyLFC/status/1972761737121382709)  2025-09-29T20:33Z [---] followers, [---] engagements


"Mind explaining $PTEC Hope you end up at zero $EVO competitor Playtech was asked if they had any involvement in the short report commissioned by Black Cube The CEOs response absolutely hilarious https://t.co/5wAPgUwvF6 $EVO competitor Playtech was asked if they had any involvement in the short report commissioned by Black Cube The CEOs response absolutely hilarious https://t.co/5wAPgUwvF6"  
[X Link](https://x.com/DastanyLFC/status/1980581777283641845)  2025-10-21T10:27Z [---] followers, [----] engagements


"Mor Weizer & $PTEC should give up igaming & start a mafia biz. (though the mafia probably wouldn't have been caught). Horrific management from a company that's hopefully heading straight to zero $EVO $EVO $Playtech https://t.co/u2rIfPp0yC $EVO $Playtech https://t.co/u2rIfPp0yC"  
[X Link](https://x.com/DastanyLFC/status/1980584463404003657)  2025-10-21T10:38Z [---] followers, [----] engagements


"So $PTEC out with a response confirming that they have commissioned the report So why have you denied in it during the last ER https://otp.tools.investis.com/clients/uk/playtech2/rns/regulatory-story.aspxcid=263&newsid=1998829&culture=en-GB&val=638966529850978014 https://otp.tools.investis.com/clients/uk/playtech2/rns/regulatory-story.aspxcid=263&newsid=1998829&culture=en-GB&val=638966529850978014"  
[X Link](https://x.com/DastanyLFC/status/1980609686316482639)  2025-10-21T12:18Z [---] followers, [---] engagements


"$NVO is trading at GFC and dot com multiples i simply do not see how that is justified. $LLY is trading at more than double (historically it has long been trailing matching at best) Disclosure: Long"  
[X Link](https://x.com/DastanyLFC/status/1984280784300335381)  2025-10-31T15:26Z [---] followers, [---] engagements


"$SPOT very strong results and outlook market doesnt care and pushes it down on valuation concerns (somehwhat irritating) $SPOT Earnings Highlights Main fundamentals: ✅ Revenue: $4.27B (+13% YoY) beat expectations ($4.23B) ✅ EPS: $3.24 vs $2.14 est ✅ MAUs: 655M (+18% YoY) ✅ Premium Subs: 297M (+14% YoY) Strategic developments: ✅ Continued growth in podcasts & audiobooks engagement ✅ https://t.co/lmczJqheid $SPOT Earnings Highlights Main fundamentals: ✅ Revenue: $4.27B (+13% YoY) beat expectations ($4.23B) ✅ EPS: $3.24 vs $2.14 est ✅ MAUs: 655M (+18% YoY) ✅ Premium Subs: 297M (+14% YoY)"  
[X Link](https://x.com/DastanyLFC/status/1985717237559218659)  2025-11-04T14:34Z [---] followers, [---] engagements


"Another huge project win by $flnc after the announcements for Australia. On top of that results of $AES (majority owner and fully consolidate $flnc) bode well for $Flnc results at the end of the month $FLNC LEAG and Fluence to build the largest battery storage project in Europe with a capacity of [--] GWh https://t.co/QYacBzsCR9 $FLNC LEAG and Fluence to build the largest battery storage project in Europe with a capacity of [--] GWh https://t.co/QYacBzsCR9"  
[X Link](https://x.com/DastanyLFC/status/1986692012838461727)  2025-11-07T07:07Z [---] followers, [---] engagements


"@TacticzH A win for $NVO - maybe just maybe the goal was to force $PFE to pay up draining their resources"  
[X Link](https://x.com/DastanyLFC/status/1987160868468011230)  2025-11-08T14:10Z [---] followers, [---] engagements


"$RDCM Strong results confirming profitability inflection point. Cash now 50%+ of market cap. Biggest risk is still customer concentration (AT&T accounting for about 50% of rev and top [--] for about 90%) recent win of 1Global another step for more diversification RADCOM delivers another strong quarter ✔ 16% YoY revenue growth ✔ Highest operating margin in [--] years ✔ Positive cash flow exceeding $5M Driven by growing AI and 5G adoption RADCOM continues to transform the assurance landscape with intelligent cloud-native solutions that https://t.co/n8i0uGBgv1 RADCOM delivers another strong quarter ✔"  
[X Link](https://x.com/DastanyLFC/status/1988590606306959529)  2025-11-12T12:52Z [---] followers, [---] engagements


"interesting to see that LEAG who awarded $FLNC the biggest BESS(1 GW/4 GWh) project in Europe just [--] weeks ago has selected Hyperstrong for another smaller project (400MW 1.6GWh). Hyperstrong is listed with a $9bn mcap compared to $FLNC 3.1bn (Hyper is smaller but profitable)"  
[X Link](https://x.com/DastanyLFC/status/1990842213526302819)  2025-11-18T17:59Z [---] followers, [---] engagements


"@rubicon59 $168m in rev and $91m in NI on a GAAP Basis according to capital IQ"  
[X Link](https://x.com/DastanyLFC/status/1991138122042622356)  2025-11-19T13:34Z [---] followers, [--] engagements


"$FLNC earnings after close today Q4 cons: Rev $1.39B GM 9.6% EBITDA $63M NI $33M (EPS $0.20) Guide implies: Rev $1.38B GM 1012% EBITDA $80100M Best guess: NI $6575M rev/GM beat likely Watch for order intake ($1B+) esp. AU wins (LEAG 1GW not yet in backlog)"  
[X Link](https://x.com/DastanyLFC/status/1993005554210684939)  2025-11-24T17:15Z [---] followers, [---] engagements


"$FLNC Guide is key market wants +30% rev & $65M EBITDA"  
[X Link](https://x.com/DastanyLFC/status/1993005556551106600)  2025-11-24T17:15Z [---] followers, [---] engagements


"$FLNC the good continued - Gross margin at 131% for FY25 and increasing sequentially - backlog of 5.3bn and guide of 3.4bn in revenue is massive - all other KPIs (pipeline AUM) pointing to further growth"  
[X Link](https://x.com/DastanyLFC/status/1993074565040554194)  2025-11-24T21:49Z [---] followers, [---] engagements


"$FLNC The bad: - EBITDA guidance of $50m is a disappointment they had originally guided for $180m in FY25 - Q (and FY) was certainly bad (and i assume the new guide includes some revenue being pushed to FY26)"  
[X Link](https://x.com/DastanyLFC/status/1993074567070257154)  2025-11-24T21:49Z [---] followers, [---] engagements


"@Szew_invest . I disagree: Scout trades at 16x forward EBITDA close to what they paid for Fotocasa (a distressed Spanish player). Market leaders like Scout typically command 20x+. I agree on the create fee point but Scouts APRU is far below REA and CoStar entering the UK (not GER)"  
[X Link](https://x.com/DastanyLFC/status/1993702990579126632)  2025-11-26T15:26Z [---] followers, [--] engagements


"Good points from @MorpheusRes but all of this is already known and largely why $GXI is down 65%+ YTD. Balance sheet is weak funnily the report ignores a Bormioli write-down which looks inevitable as $GXI MCAP is below goodwill so auditors will likely push for an impairment NEW REPORT: Gerresheimer AG (https://t.co/7PNBjoUHEz) Gerresheimer AG A Conflicted Acquisition Flailing Divestiture & Accounting Games Coming To Roost As Key Weight-Loss Driver At Risk https://t.co/o2zVppSirQ $GXI (1/x) NEW REPORT: Gerresheimer AG (https://t.co/7PNBjoUHEz) Gerresheimer AG A Conflicted Acquisition Flailing"  
[X Link](https://x.com/DastanyLFC/status/1998351280213721320)  2025-12-09T11:17Z [---] followers, [---] engagements


"What the report also misses $GXI is generating positive Op CF. Neg. YTD FCF is mainly expansion capex (Q3 FCF is positive). And yes NWC financing exists but their FCF includes a) reorg adj (larger than NWC) and b) net interest (optional under IFRS) even though its a financing"  
[X Link](https://x.com/DastanyLFC/status/1998351283627999734)  2025-12-09T11:17Z [---] followers, [---] engagements


"With regard to moulded glass - peers (Verallia and Vidral) fetch around 6-7x EBITDA mults. Apply that to $GXI and you get 800m to 1bn EUR"  
[X Link](https://x.com/DastanyLFC/status/1998351286308147388)  2025-12-09T11:17Z [---] followers, [--] engagements


"$GXI and with regard to the accounting shenanigans - certainly not nice but [--] EURm is immaterial financially although causing some reputational damage"  
[X Link](https://x.com/DastanyLFC/status/1998351288468168838)  2025-12-09T11:17Z [---] followers, [---] engagements


"All in all these are valid points and $GXI has to fix its balance sheet but all of this is very well known and nothing new so its priced it at this stage"  
[X Link](https://x.com/DastanyLFC/status/1998351290905067580)  2025-12-09T11:17Z [---] followers, [---] engagements


"@stonkmetal It is still undervalued if you compare it to Stripe"  
[X Link](https://x.com/DastanyLFC/status/2000989609753502142)  2025-12-16T18:01Z [---] followers, [---] engagements


"@zephyr_z9 Have you ever looked at their US HQ They own 70%+ of the China-listed sub trade at a massive discount (for years) and sit on excess cash. Youd expect aggressive buybacks. Reality: annual share issuance/dilution Classic China hustle might work might rug pull overnight"  
[X Link](https://x.com/DastanyLFC/status/2001993038604980335)  2025-12-19T12:28Z [---] followers, [--] engagements


"@Szew_invest In terms of Exchange operators have you ever looked at Hungary ($BET) or Bulgaria (different tickers) Hungary appears to be cheapest worldwide and is somewhat similar to GPW (owns 47% of the clearing biz but is much more dependent on it and less liquidity)"  
[X Link](https://x.com/DastanyLFC/status/2007397448894026108)  2026-01-03T10:23Z [---] followers, [--] engagements


"@LeoLilja Got in way too late but happy to hold it"  
[X Link](https://x.com/DastanyLFC/status/2008484810994405685)  2026-01-06T10:24Z [---] followers, [---] engagements


"@ClarkSquareCap plenty of use cases - writing an investment memo based on my research parameters as a start - doing a "mood" analysis (looking through glassdoor trustpilot reddit google ratings etc) - summarizing earnings calls (and compare the "mood" of analysts/mgmt to previous ECs)"  
[X Link](https://x.com/DastanyLFC/status/2015830336890970183)  2026-01-26T16:52Z [---] followers, [---] engagements


"Guidance raise by #Umicore - Adjusted EBITDA range now 790-840 EURm vs 720-780 EURm. Thats a 9% raise Further highlighting how undervalued the company is - on top of the recent transaction by Honeywell/ Johnson Matthey"  
[X Link](https://x.com/DastanyLFC/status/1939722702564245929)  2025-06-30T16:28Z [---] followers, [---] engagements


"@icemancapital There are more interesting exchanges if you look beyond the global guys Budapest Exchange GPW Bulgarian exchange (but almost impossible to buy) JSE To name a few"  
[X Link](https://x.com/DastanyLFC/status/2013734515835900109)  2026-01-20T22:04Z [---] followers, [---] engagements


"@ReturnsJourney you forgot to mention the Venezuela angle. https://www.handelsblatt.com/unternehmen/energie/venezuela-warum-der-spanische-oel-konzern-repsol-der-us-konkurrenz-voraus-ist/100190764.html https://www.handelsblatt.com/unternehmen/energie/venezuela-warum-der-spanische-oel-konzern-repsol-der-us-konkurrenz-voraus-ist/100190764.html"  
[X Link](https://x.com/DastanyLFC/status/2014065344437014812)  2026-01-21T19:59Z [---] followers, [----] engagements


"Whats the news on $FLNC"  
[X Link](https://x.com/DastanyLFC/status/2016184920129810818)  2026-01-27T16:21Z [---] followers, [--] engagements


"@InvestInJapan very interesting company but very hesitant to go into any japan only company given the yen is eating up all potential returns - stock went from [---] [--] years ago to around [----] today - in the same time the yen depreciated from (EUR [--] = JPY) [------] to 183.59"  
[X Link](https://x.com/DastanyLFC/status/2017343858409898400)  2026-01-30T21:07Z [---] followers, [---] engagements


"@arnimpr @peppershares https://www.sprucepointcap.com/research/xylem-inc https://www.sprucepointcap.com/research/xylem-inc"  
[X Link](https://x.com/DastanyLFC/status/1754925324477812900)  2024-02-06T17:49Z [---] followers, [--] engagements


"@mavix_leon any $YSN news i have missed given today's move"  
[X Link](https://x.com/DastanyLFC/status/1896583892746059892)  2025-03-03T15:30Z [---] followers, [---] engagements


"$SLYG strong results here at first sight - revenue growth accelerated EBIT margin going up and use base growing (Q3: 0.2m+) all while having positive FCF. Only dent - it looks like they incurred negative FCF in Q3 alone (but that might just be a timing thing) $SLYG putting up fantastic Q3 numbers: -beat on EBIT despite some concerns that Q3 top line beat might have come at the expense of margins -solid FCF driven by WC optimization -Shelly Cloud users now exceed 2.5M -professional installer network now has over [----] members [-----] $SLYG putting up fantastic Q3 numbers: -beat on EBIT despite"  
[X Link](https://x.com/DastanyLFC/status/1988654567186416051)  2025-11-12T17:06Z [---] followers, [----] engagements


"$UMI Umicore anyone knows why the stock just collapsed No news"  
[X Link](https://x.com/DastanyLFC/status/1990466294966309117)  2025-11-17T17:05Z [---] followers, [---] engagements


"@Szew_invest What about Scout24 and rightmove after their recent pullback Especially scout looks attractive"  
[X Link](https://x.com/DastanyLFC/status/1993342419035906112)  2025-11-25T15:34Z [---] followers, [---] engagements


"@mvcinvesting taking such a legal risks shows how desperate $HIMS is - they have always had a shit business model free riding on the value creation of others"  
[X Link](https://x.com/DastanyLFC/status/2019419034861924720)  2026-02-05T14:33Z [---] followers, [---] engagements


"#AutoStore might have the worst comms strategy out there. Quietly shifting to a leasing model (AutoStore as a Service) but forgot to tell the market. Even with these revs its a big miss $AUTO $AUTO.OL"  
[X Link](https://x.com/DastanyLFC/status/1915401186691412317)  2025-04-24T13:43Z [---] followers, [---] engagements


"#AutoStore might have the worst comms strategy out there. Quietly shifting to a leasing model (AutoStore as a Service) but forgot to tell the market. Even with these revs its a big miss $AUTO $AUTO.OL"  
[X Link](https://x.com/DastanyLFC/status/1915401355818107257)  2025-04-24T13:44Z [---] followers, [---] engagements


"Still looks like a buy. SoftBank paid $2.8B for 40% in [----] PE paid $1.8B for 90% in [----] now trading at a $1.7B market cap. Revenue 3x higher profitable and cash flow positive. (but still no fan of the "service" offering) $AUTO $AUTO.OL"  
[X Link](https://x.com/DastanyLFC/status/1915401357869121909)  2025-04-24T13:44Z [---] followers, [---] engagements


"so $AIAGF #Salzgitter owns 30% of #Aurubis Since Aurubis profit for that quarter amounted to about [----] million (H1 figure minus Q1; 71.5-48) for Salzgitter #Aurubis net profit was roughly 7880m for FQ3 (ending June). Consensus is 39m https://www.aurubis.com/investor-relations/aurubis-aktie/consensus Salzgitter Aktiengesellschaft: salzgitter aktiengesellschaft: vorlufige geschftszahlen des erste. https://t.co/JvpG06JWQU https://www.aurubis.com/investor-relations/aurubis-aktie/consensus Salzgitter Aktiengesellschaft: salzgitter aktiengesellschaft: vorlufige geschftszahlen des erste."  
[X Link](https://x.com/DastanyLFC/status/1945894268335190058)  2025-07-17T17:12Z [---] followers, [---] engagements


"@csFraudAnalysis @ebit4u @CSFA @wirecardinsider Wynn Resorts und Melco Resorts knnten in Frage kommen"  
[X Link](https://x.com/DastanyLFC/status/1949886275382891001)  2025-07-28T17:34Z [---] followers, [--] engagements


"$FLCN calc was off so more work Results are mixed the good: - FCF of approx. $260m in Q4 with cash moving up to around $691m from $436m in q3 - very strong order intake (actually a record for the company) and this does not include the largest order on record (LEAG [--] GW) $FLNC earnings after close today Q4 cons: Rev $1.39B GM 9.6% EBITDA $63M NI $33M (EPS $0.20) Guide implies: Rev $1.38B GM 1012% EBITDA $80100M Best guess: NI $6575M rev/GM beat likely Watch for order intake ($1B+) esp. AU wins (LEAG 1GW not yet in backlog) $FLNC earnings after close today Q4 cons: Rev $1.39B GM 9.6% EBITDA"  
[X Link](https://x.com/DastanyLFC/status/1993074562469445709)  2025-11-24T21:49Z [---] followers, [---] engagements


"Die [---] waren bereits teuer die Bewertung jetzt absurd - #Asta Energy wurde erst vor kurze fr EURm [---] verkauft. ttps://www.montana-aerospace.com/presse-meldungen/montana-aerospace-ag-vollzieht-strategische-portfoliotransformation-und-wird-zum-reinen-aerospace-unternehmen/ Netzausbau- und Generatoren-Boom: #Asta Energy Solutions will mit dem #IPO profitieren. gehirnforschung hat die Analystenprognosen und die Vergleichsbewertung. Dt. Anleger knnen bis heute (Do.) Mittag zeichnen (etwas zu bekommen wird aber schwer). https://t.co/FUfOyyIcVh https://t.co/UjqvvQd1zC Netzausbau- und"  
[X Link](https://x.com/DastanyLFC/status/2017163760956240340)  2026-01-30T09:11Z [---] followers, [---] engagements


"@gehirnforschung Das Geschftsmodell ist unglaublich kapitalintensiv und fr mich eher Aurubis Like zu bewerten. Die Umstze sind schwierig einzuschtzen da die Kupferpreise die jetzt ziemlich aufblhen lassen aber im Besten Fall ohne Ergebniseffekt (pass through). Tojner ist auch ein rotes Tuch"  
[X Link](https://x.com/DastanyLFC/status/2017171467071361116)  2026-01-30T09:42Z [---] followers, [---] engagements


"$ITRI anyone knows whats up with it no news and with a sudden leg down"  
[X Link](https://x.com/anyuser/status/2022346424365482188)  2026-02-13T16:25Z [---] followers, [---] engagements


"Software bears are going to be shocked to discover that free open source alternatives to every major software company were available long before AI"  
[X Link](https://x.com/anyuser/status/2021649280709406730)  2026-02-11T18:15Z [----] followers, 133.3K engagements


"AI has automated the one thing we never wanted automated: impulsive selling. AI isnt making people smarter but definitely more short sighted. Sell now think later in full swing for some time $RXO $CHRW $EXPD $ADBE (or is there a Ticker for all SaaS companies) On todays episode of what will AI replace and cause a violent selloff in: Transportation / Logistics companies $RXO $CHRW $EXPD and others are getting absolutely smoked without any news. Yesterday was CRE brokers Tuesday was financial advisors Monday was insurance https://t.co/CmKq45Tbku On todays episode of what will AI replace and"  
[X Link](https://x.com/anyuser/status/2021995344045998357)  2026-02-12T17:10Z [---] followers, [---] engagements


"On todays episode of what will AI replace and cause a violent selloff in: Transportation / Logistics companies $RXO $CHRW $EXPD and others are getting absolutely smoked without any news. Yesterday was CRE brokers Tuesday was financial advisors Monday was insurance brokers and again everyday is SAAS. Sell it all https://twitter.com/i/web/status/2021967225666613533 https://twitter.com/i/web/status/2021967225666613533"  
[X Link](https://x.com/anyuser/status/2021967225666613533)  2026-02-12T15:18Z [----] followers, 59.1K engagements


"$Adyen market is nuts for pushing it down 20% - this is a fx effect nothing else. One of the best managed companies in the market trading at its lowest valuation whereas it direct comp is raising money at 145bn. Looks like the last overreaction in the autumn of [----]   $ADYEN Processed volume: 745.3B Net revenue: 1270.7M vs 1290M est. ❌ EBITDA: 702.1M vs $682M est. ✅ EPS: [-----] vs [-----] est. ✅ Take rate: [----] Outlook 2026: - Revenue growth 20%-22% - Ebitda margin in line with [----]. https://t.co/Tcis1R76nC   $ADYEN Processed volume: 745.3B Net revenue: 1270.7M vs 1290M est. ❌ EBITDA: 702.1M vs"  
[X Link](https://x.com/anyuser/status/2021863074865582100)  2026-02-12T08:24Z [---] followers, [----] engagements


"$ADYEN Processed volume: 745.3B Net revenue: 1270.7M vs 1290M est. ❌ EBITDA: 702.1M vs $682M est. ✅ EPS: [-----] vs [-----] est. ✅ Take rate: [----] Outlook 2026: - Revenue growth 20%-22% - Ebitda margin in line with [----]. Above 55% by [----]. - Capex up to 5% of net revenue Shares are down -20.0% 📉 https://twitter.com/i/web/status/2021858851092308275 https://twitter.com/i/web/status/2021858851092308275"  
[X Link](https://x.com/anyuser/status/2021858851092308275)  2026-02-12T08:08Z 40.6K followers, [----] engagements


"$Adyen dont really understand the leg down mgmt keeps delivering"  
[X Link](https://x.com/DastanyLFC/status/2021847898808566240)  2026-02-12T07:24Z [---] followers, [---] engagements


"All the $HIMS discussion on my timeline and people seem to think HIMS is fighting for the people. Theyre not. $LLY and $NVO are lowering prices and finding new and better drugs to lose and keep weight off. Theres a million companies solving medication affordability and $HIMS isnt one of them. Want to help Americans out Go fix the gross to net bubble and variation in bios in pricing. Or work to donate used medications for high cost cancer drugs. Or sell generics at cost plus. Or change policy to negotiate lower prices. Or help patients with prior auths. None of that entails stealing from other"  
[X Link](https://x.com/anyuser/status/2020449680669241483)  2026-02-08T10:48Z [----] followers, [----] engagements


"This analysis not only looks very much ChatGPT-generated but also pretty much sums up much of the $HIMS shareholder base a clueless cult-like bunch of people with zero real understanding of the matter. The FDA just called out the company so yes you are wrong 95-98% of people dont understand that $HIMS doesnt need to conduct clinical studies for compounded drugs under sections 503A and B in the Food Drug and Cosmetic Act as long as the drugs are personalized or in shortage. Any actions taken against Hims will be marketing related. https://t.co/oIuz0NX2rs 95-98% of people dont understand that"  
[X Link](https://x.com/anyuser/status/2020181889265623177)  2026-02-07T17:04Z [---] followers, [---] engagements


"95-98% of people dont understand that $HIMS doesnt need to conduct clinical studies for compounded drugs under sections 503A and B in the Food Drug and Cosmetic Act as long as the drugs are personalized or in shortage. Any actions taken against Hims will be marketing related. I think its important to get more information on $HIMS and be open minded to changing ones mind. Technically speaking Andrew and Hims havent done anything wrong yet. Little slap on the wrist for advertising compounded Wegovy but Wegovy is not on the hard to compound list so I think its important to get more information"  
[X Link](https://x.com/anyuser/status/2020146794970124669)  2026-02-07T14:45Z [----] followers, 20.7K engagements


"All the $HIMS bagholders defending this shameless copycat are learning the hard way: free-riding on real innovators isnt a business model its a slow bleed. No moat no edge just hype the bill is finally coming due. This has gone on far too long. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health"  
[X Link](https://x.com/anyuser/status/2019903163445485929)  2026-02-06T22:36Z [---] followers, [---] engagements


"Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions"  
[X Link](https://x.com/anyuser/status/2019882833041608990)  2026-02-06T21:16Z [----] followers, 1M engagements


"you can label it reckless by $HIMS mgmt in the end its just desperation - they have no viable business model free riding on other's value creation is certainly none Just a reminder that if $HIMS is forced into a consent decree they would have to: - Halt all sales of their compounded weight loss pills - Pay significant fines in the millions - Hire outside auditors to monitor their business for years Incredibly reckless management. Just a reminder that if $HIMS is forced into a consent decree they would have to: - Halt all sales of their compounded weight loss pills - Pay significant fines in"  
[X Link](https://x.com/anyuser/status/2019715544887525416)  2026-02-06T10:11Z [---] followers, [---] engagements


"Just a reminder that if $HIMS is forced into a consent decree they would have to: - Halt all sales of their compounded weight loss pills - Pay significant fines in the millions - Hire outside auditors to monitor their business for years Incredibly reckless management. The only way this ends for $HIMS is a FDA consent decree The only way this ends for $HIMS is a FDA consent decree"  
[X Link](https://x.com/anyuser/status/2019556258752409968)  2026-02-05T23:38Z [----] followers, 30.3K engagements


"$FLNC reaction looks overdone but mgmt communication once again a disaster. Weak market + bad communication and a mixed bag print = strong correction"  
[X Link](https://x.com/anyuser/status/2019433687260307580)  2026-02-05T15:31Z [---] followers, [---] engagements


"Revenue is not really an important number for them its more about gross profit"  
[X Link](https://x.com/anyuser/status/2019508791629566387)  2026-02-05T20:29Z [---] followers, [--] engagements


"Its idiotic to go vertical because cells packs metals are in such a big oversupply situation. They are doing right What they are not doing right is the communication and that has been going on for a while"  
[X Link](https://x.com/anyuser/status/2019508632459546673)  2026-02-05T20:29Z [---] followers, [--] engagements


"I highly question the legality of it. There is not shortage to justify the compounded version being on the market. $HIMS tries to angle it to medical reasons and side effects tailoring. But that's bs and everyone knows it. $NVO should take a stance here and sue the living shit out of them"  
[X Link](https://x.com/anyuser/status/2019414568515031514)  2026-02-05T14:15Z 35.9K followers, [----] engagements


"$HIMS $NVO taking such a legal risks just shows how desperate $HIMS is. which has always had a bad business model free riding on the value creation of others"  
[X Link](https://x.com/anyuser/status/2019418343607005370)  2026-02-05T14:30Z [---] followers, [---] engagements


"$FLNC some interesting bits in the 10Q - Moss Landing / Vistra incident settled at no material amount no subject to further litigation from the recent event - confirmed the dismissal of Diablos $230m claim (tossing the "smoking gun" in @blueorcainvest short report)"  
[X Link](https://x.com/anyuser/status/2019378336083112248)  2026-02-05T11:51Z [---] followers, [---] engagements


"$FLNC Q1 is generally weak with negative margins /net loss but certainly did not expect the GM collapse"  
[X Link](https://x.com/anyuser/status/2019378349143921027)  2026-02-05T11:51Z [---] followers, [---] engagements


"$FLNC some other insights Almost all alternatives KPIs (backlog orders pipeline ARR AUMARR) are showing good momentum especially the digital segments has more than 3x its orders. Also they appear to expect deployment cycles to accelerate (which was a huge drag in FY25)"  
[X Link](https://x.com/anyuser/status/2019378353019748493)  2026-02-05T11:51Z [---] followers, [---] engagements

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