# ![@FrameworkWisely Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1349804087823527938.png) @FrameworkWisely Framework Investment

Several companies are making notable strides in AI and technology, including $TEAM, which is seeing AI as a tailwind that deepens its moat, and $SE, which is prioritizing growth while improving profitability. $HIMS is also making progress, aiming to be a one-stop shop for personalized healthcare and launching comprehensive whole-body lab testing. Meanwhile, investors are taking notice of companies like $SE, $RBRK, and $RDDT, which are considered to have high potential.

### Engagements: [-----] [#](/creator/twitter::1349804087823527938/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349804087823527938/c:line/m:interactions.svg)

- [--] Week [------] +301%
- [--] Month [-------] +35%
- [--] Months [---------] -29%
- [--] Year [---------] +130%

### Mentions: [--] [#](/creator/twitter::1349804087823527938/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349804087823527938/c:line/m:posts_active.svg)

- [--] Week [--] -36%
- [--] Month [---] +97%
- [--] Months [---] -23%
- [--] Year [-----] +30%

### Followers: [-----] [#](/creator/twitter::1349804087823527938/followers)
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- [--] Week [-----] +1.10%
- [--] Month [-----] +0.66%
- [--] Months [-----] +16%
- [--] Year [-----] +116%

### CreatorRank: [-------] [#](/creator/twitter::1349804087823527938/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349804087823527938/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$nbis](/topic/$nbis) #48, [$hims](/topic/$hims), [$se](/topic/$se) #21, [$rddt](/topic/$rddt) #24, [$app](/topic/$app) #29, [$tmdx](/topic/$tmdx), [$iren](/topic/$iren) #112, [ai](/topic/ai), [$eth](/topic/$eth), [$oscr](/topic/$oscr)

**Top accounts mentioned or mentioned by**
[@youtube](/creator/undefined) [@abdrazakalmas](/creator/undefined) [@logicalthesis](/creator/undefined) [@mvcinvesting](/creator/undefined) [@ftrinvestors](/creator/undefined) [@bagelc47](/creator/undefined) [@jonahlupton](/creator/undefined) [@rklbsfan](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@andrewdudum](/creator/undefined) [@brianstoffel](/creator/undefined) [@gabgrowth](/creator/undefined) [@kimsbinvesting](/creator/undefined) [@kabraxfx](/creator/undefined) [@hypergrowth102](/creator/undefined) [@lastevens](/creator/undefined) [@agrippainv](/creator/undefined) [@presidential01](/creator/undefined) [@samuel947117225](/creator/undefined) [@samsolid57](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Sea Limited (SE)](/topic/$se) [Reddit, Inc.  (RDDT)](/topic/$rddt) [AppLovin Corporation (APP)](/topic/$app) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Iris Energy Limited (IREN)](/topic/$iren) [Ethereum (ETH)](/topic/$eth) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Tesla, Inc. (TSLA)](/topic/$tsla) [RAI Finance (SOFI)](/topic/$sofi) [Atlassian Corporation PLC (TEAM)](/topic/$team) [monday.com Ltd. (MNDY)](/topic/$mndy) [MercadoLibre Inc (MELI)](/topic/$meli) [Snowflake Inc. (SNOW)](/topic/$snow) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Chainlink (LINK)](/topic/chainlink) [Solana (SOL)](/topic/$sol) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [The Root Network (ROOT)](/topic/$root) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Tempus AI, Inc. (TEM)](/topic/$tem) [CoreWeave, Inc (CRWV)](/topic/$crwv) [SBET (SBET)](/topic/$sbet) [Bloom Energy Corporation (BE)](/topic/$be) [Stellar (XLM)](/topic/$xlm) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Metadium (META)](/topic/$meta) [PROCEPT BioRobotics Corporation (PRCT)](/topic/$prct) [4 (FOUR)](/topic/$four) [Novo-Nordisk (NVO)](/topic/$nvo) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Datadog Inc (DDOG)](/topic/$ddog) [Microsoft Corp. (MSFT)](/topic/$msft) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Mario Coin (COIN)](/topic/$coin) [Toast, Inc. (TOST)](/topic/$tost) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

""They (the traditional health system) don't think about us as people. They think about the fact that when we picked up that medicine the insurance company reimbursed a certain amount. Or the payers the providers are all interconnected from a financial standpoint"  
[X Link](https://x.com/FrameworkWisely/status/1631846966001893379)  2023-03-04T02:40Z [----] followers, [---] engagements


"But very little of it has to do with us. So with $HIMS and $HERS it's all about how do you re-design this experience so that we feel great we feel empowered we feel educated we feel good when we're experiencing this stuff.""  
[X Link](https://x.com/FrameworkWisely/status/1631846967574687744)  2023-03-04T02:40Z [----] followers, [---] engagements


"For me the management team of a business is as important as its moat. No matter how big its moat is if I don't trust the management team I have no interest in owning the stock. Unity software $U is an example in case. I do believe it has a big network effect moat in its industry but God the CEO @johnriccitiello is skeptical and shady"  
[X Link](https://x.com/FrameworkWisely/status/1641906227851546627)  2023-03-31T20:52Z [----] followers, [----] engagements


"@ftr_investors $PYPL"  
[X Link](https://x.com/FrameworkWisely/status/1659884814609072128)  2023-05-20T11:32Z [---] followers, [--] engagements


"@DividendKoenig @ftr_investors Couldn't understand why $KLAC is included"  
[X Link](https://x.com/FrameworkWisely/status/1659992393171476480)  2023-05-20T18:40Z [---] followers, [--] engagements


"@ftr_investors $MELI and $AMZN are my fav"  
[X Link](https://x.com/FrameworkWisely/status/1660773166648553473)  2023-05-22T22:22Z [---] followers, [--] engagements


"@ftr_investors @alc2022 @Beth_Kindig @BlueHarbinger @IFB_podcast @BrianFeroldi @drowsyinvestor @FromValue @Bat_tery @SteadyCompound @DavidGFool @micscofie1d @StockMKTNewz I own [--] of them $MELI $CRWD and $ENPH"  
[X Link](https://x.com/FrameworkWisely/status/1664320934537314310)  2023-06-01T17:20Z [---] followers, [--] engagements


"@ftr_investors @alc2022 @Beth_Kindig @BlueHarbinger @IFB_podcast @BrianFeroldi @drowsyinvestor @FromValue @Bat_tery @SteadyCompound @DavidGFool @micscofie1d @StockMKTNewz No. Now $HIMS has recently became my #1 position $TSLA the second"  
[X Link](https://x.com/FrameworkWisely/status/1664322656399769621)  2023-06-01T17:26Z [----] followers, [---] engagements


"@ftr_investors @alc2022 @Beth_Kindig @BlueHarbinger @IFB_podcast @BrianFeroldi @drowsyinvestor @FromValue @Bat_tery @SteadyCompound @DavidGFool @micscofie1d @StockMKTNewz What's your investment thesis on $ENPH Would love to read"  
[X Link](https://x.com/FrameworkWisely/status/1664322919869169675)  2023-06-01T17:28Z [----] followers, [--] engagements


"Call me stupid. I sold $MDB at $180 because I think it's overvalued 😭😭😭"  
[X Link](https://x.com/FrameworkWisely/status/1664365033835429888)  2023-06-01T20:15Z [----] followers, [---] engagements


"@alc2022 the management team at $U sucks"  
[X Link](https://x.com/FrameworkWisely/status/1666453201334173698)  2023-06-07T14:32Z [----] followers, [---] engagements


"@Brian_Stoffel_ @alc2022 this is a good summary of why $U management team sucks. But today I still bought some shares of $U because YouTuber like Marques Brownlee and Dave2D highly positive review on Apple Vision Pro. I think Vision Pro is a revolutionary product. A long way to go"  
[X Link](https://x.com/FrameworkWisely/status/1666563453643902976)  2023-06-07T21:51Z [----] followers, [---] engagements


"@Futurenvesting $SOFI is on fire"  
[X Link](https://x.com/FrameworkWisely/status/1667170903082270721)  2023-06-09T14:04Z [----] followers, [---] engagements


"@presidential01 $TSLA is the second then $SOFI $MELI $BAM and $WELL.TO"  
[X Link](https://x.com/FrameworkWisely/status/1667574979292983301)  2023-06-10T16:50Z [----] followers, [---] engagements


"considering adding if dips more. I see it as more mission-critical than $SNOW"  
[X Link](https://x.com/FrameworkWisely/status/1669381468533956608)  2023-06-15T16:28Z [---] followers, [--] engagements


"@ftr_investors $TTD $DDOG $CSU"  
[X Link](https://x.com/FrameworkWisely/status/1678060316058431488)  2023-07-09T15:15Z [---] followers, [--] engagements


"@InvestiAnalyst @StockMarketNerd @BigBullCap What's $ZS competitive advantage against $MSFT $MSFT has the distribution as far as I can understand SaaS like $ZS is more about distribution Correct me if I misunderstand it. Thank you. $CRWD has the network effect moat against $MSFT but I don't see it in $ZS"  
[X Link](https://x.com/FrameworkWisely/status/1678918433906257922)  2023-07-12T00:20Z [---] followers, [---] engagements


"@ftr_investors @RH03205906 How about $ANET growing fast"  
[X Link](https://x.com/FrameworkWisely/status/1679886895264722944)  2023-07-14T16:13Z [---] followers, [--] engagements


"Looking to add $AXON back into my portfolio"  
[X Link](https://x.com/FrameworkWisely/status/1683580884878860289)  2023-07-30T09:02Z [---] followers, [---] engagements


"The dominance of the chiplet has only just begun @nrossolillo @alc2022 https://www.techspot.com/article/2678-chiplets-explained/ https://www.techspot.com/article/2678-chiplets-explained/"  
[X Link](https://x.com/FrameworkWisely/status/1683953149487325186)  2023-07-25T21:31Z [----] followers, [---] engagements


"@ftr_investors Monday for me: $SOFI $ZI and $ANET"  
[X Link](https://x.com/FrameworkWisely/status/1685297282432770049)  2023-07-29T14:32Z [----] followers, [---] engagements


"$ZI is sth nice-to-have not a must like $NOW and $INTU. Im considering adding it back to my portfolio if it dips further"  
[X Link](https://x.com/FrameworkWisely/status/1686110956739280898)  2023-07-31T20:32Z [---] followers, [---] engagements


"@ftr_investors My fav $MELI $SE $SOFI $OPEN $TOST"  
[X Link](https://x.com/FrameworkWisely/status/1686364255904309248)  2023-08-04T07:36Z [---] followers, [---] engagements


"same for $SOFI's management team but $HIMS is even better than $SOFI in this"  
[X Link](https://x.com/FrameworkWisely/status/1686483914662035456)  2023-08-01T21:07Z [---] followers, [--] engagements


"$CFLT is up 12% but $MELI is up only 5%. I like $CFLT but I feel like $MELI deserves more"  
[X Link](https://x.com/FrameworkWisely/status/1686853358533885952)  2023-08-02T21:35Z [---] followers, [--] engagements


"$MELI deserves so much more market cap"  
[X Link](https://x.com/FrameworkWisely/status/1686854354060353536)  2023-08-02T21:39Z [---] followers, [--] engagements


"$HIMS Insider ownership was 12.56% in March it increased to 13.02% in August @sprucepointcap not as you thought. Insider sold shares but overall skin in the game is getting bigger. @Agrippa_Inv @presidential01 @Movni5 @BTDenominator @lukas2023_lukas @RafaelA46932951 👉I do believe that $HIMS has some brand moat 👉Although SG&A is high currently around 70% of its total revenue but $HIMS has strong unit economics with payback period [--] year. 👉Skin in the game: insider ownership 12.56% 👉I do believe that $HIMS has some brand moat 👉Although SG&A is high currently around 70% of its total revenue"  
[X Link](https://x.com/FrameworkWisely/status/1687492391173775360)  2023-08-04T15:55Z [----] followers, [----] engagements


"Once a patient gets used to personalized medicine there's no return to the world of generic treatment. This is like when Apple launching touchscreen cellphone in [----] vs the classic Nokia cellphone. There is no going back because personalized medicine is superior"  
[X Link](https://x.com/FrameworkWisely/status/1690451763684409344)  2023-08-12T19:54Z [---] followers, [---] engagements


"Digesting Q2 [----] earnings call transcript. I'm the wierd kind of person who prefer reading than listening or watching videos. The [--] transformative shifts that are taking place at $HIMS just make so much sense and are visionary. Thank you @AndrewDudum"  
[X Link](https://x.com/FrameworkWisely/status/1690505008842735617)  2023-08-12T23:26Z [----] followers, [----] engagements


"@presidential01 could you help me explain why more orders through affiliated pharmacies would improve gross margin efficiency and transitioning to personalized offerings Thank you in advance😊"  
[X Link](https://x.com/FrameworkWisely/status/1690510987516919808)  2023-08-12T23:50Z [---] followers, [---] engagements


"Average order value (AOV) grew around 22% despite lower subscription price that means a lot of new subscribers are coming for $HIMS for multi-category treatment and these types of subscribers are usually stickier"  
[X Link](https://x.com/FrameworkWisely/status/1690522111616462848)  2023-08-13T00:34Z [---] followers, [---] engagements


"@ftr_investors bought $PAYC last week when it tanked"  
[X Link](https://x.com/FrameworkWisely/status/1690802060638216193)  2023-08-13T19:06Z [---] followers, [----] engagements


"@ftr_investors $SE and $PAYC"  
[X Link](https://x.com/FrameworkWisely/status/1693480923864469776)  2023-08-21T04:31Z [---] followers, [---] engagements


"$HIMS Still trending up steadily hard mint is a breakout product based on Google trends @BTDenominator"  
[X Link](https://x.com/FrameworkWisely/status/1694150567520571534)  2023-08-23T00:52Z [----] followers, [----] engagements


"@ftr_investors Put Valuation aside $SNOW $TTD and $TOST"  
[X Link](https://x.com/FrameworkWisely/status/1695110569555108321)  2023-08-25T16:27Z [---] followers, [---] engagements


"@chivarse @simpleinvest01 @Soumyazen Only 35% of Shopee's orders is fulfilled that's kind of low. How about TikTok I tried to find data to compare Shopee and TikTok but failed"  
[X Link](https://x.com/FrameworkWisely/status/1695645215099408810)  2023-08-27T03:51Z [---] followers, [--] engagements


"@Daanishlakhani Shein Temu and TikTok shop are even worse in terms of products they are selling"  
[X Link](https://x.com/FrameworkWisely/status/1695881930628112539)  2023-08-27T19:32Z [---] followers, [--] engagements


"@Daanishlakhani @sosacapital But I love you constructive bearish points. I learned a lot from you"  
[X Link](https://x.com/FrameworkWisely/status/1695936163364630650)  2023-08-27T23:07Z [---] followers, [--] engagements


"@StockMKTNewz $BBY and IKEA the only two physical stores that makes me happy everytime I visit"  
[X Link](https://x.com/FrameworkWisely/status/1696630035929612495)  2023-08-29T21:04Z [---] followers, [--] engagements


"@KhanhNgo3 @FredaDuan $MELI has a much wide moat because of its fulfillment infrastructure is way better. $SE management team really need to put emphasis on building better fulfillment infrastructure. Only 35% orders of Shopee is fulfilled right now"  
[X Link](https://x.com/FrameworkWisely/status/1696757394410185060)  2023-08-30T05:31Z [---] followers, [--] engagements


"@Daanishlakhani @sosacapital @Elevate881 @FredaDuan These comments further verify my point that rational people see free advertising from TikTok and buy it from Shopee. Impulsive purchases are made in TikTok without cross-checking"  
[X Link](https://x.com/FrameworkWisely/status/1697051310091100516)  2023-08-31T00:58Z [---] followers, [--] engagements


"@simpleinvest01 I saw multiple comments from people in South East Asia saying Shopee's delivery is not as smooth as Lazada and TikTok. Although Shopee has a big network of Shopee express stations but only 35% of orders are fulfilled. Do you know their plan to build more fulfillment warehouse"  
[X Link](https://x.com/FrameworkWisely/status/1697435315789586592)  2023-09-01T02:24Z [---] followers, [--] engagements


"@Elevate881 @theallinpod @X @elonmusk @Jason I was a fan of David Sacks until the latest episode where he said US made Putin to invade Ukraine. Completely BS and conspiracy non sense"  
[X Link](https://x.com/FrameworkWisely/status/1698217429644546496)  2023-09-03T06:12Z [---] followers, [--] engagements


"@ftr_investors $CRWD $GOOG $SHOP"  
[X Link](https://x.com/FrameworkWisely/status/1698357874433425583)  2023-09-03T15:30Z [---] followers, [--] engagements


"@DataDInvesting $TOST is undervalued"  
[X Link](https://x.com/FrameworkWisely/status/1698437794694078548)  2023-09-03T20:48Z [---] followers, [---] engagements


"$Hims & Hers Health Inc. (Hims & Hers NYSE: HIMS) the leading health and wellness platform today announced Great Place To Work and Fortune magazine named the company on the [----] Fortune Best Workplaces in Health Care List"  
[X Link](https://x.com/FrameworkWisely/status/1699517647577059566)  2023-09-06T20:19Z [----] followers, [----] engagements


"@Daanishlakhani @demonroj @mannycapital Will see"  
[X Link](https://x.com/FrameworkWisely/status/1699558110942441840)  2023-09-06T23:00Z [---] followers, [--] engagements


"@DataDInvesting I'm mostly bearish on Latin America. more political uncertainty and super high inflation happens very often. Unless it's a super robust business with Strong management teamlike $MELI I wouldn't put a dime. So no $NU or $STNE"  
[X Link](https://x.com/FrameworkWisely/status/1700325965337854214)  2023-09-09T01:51Z [---] followers, [---] engagements


"No I don't see anything wrong with $HIMS. App is up google search is up. I have seen so many bearish points but none of them make sense. Those bearish points are usually causes by not understanding $HIMS business and @AndrewDudum's vision good enough. buying more next week"  
[X Link](https://x.com/FrameworkWisely/status/1702048451830129111)  2023-09-13T19:55Z [---] followers, [----] engagements


"@RichardsBln12 @BTDenominator @DataDInvesting @AndrewDudum @presidential01 no new categories introduced for a long time efficiency of marketing in terms of getting new subscribers gets lower is expected but in terms of getting more revenue from existing customers it's more efficient than before. Also overall operating efficiency is trending up"  
[X Link](https://x.com/FrameworkWisely/status/1702442876523692420)  2023-09-14T22:03Z [---] followers, [--] engagements


"@RichardsBln12 @BTDenominator @DataDInvesting @AndrewDudum @presidential01 Marketing is not just about getting new customers but also about getting existing customers spending more. We need to realize that getting existing customers spending more is more sustainable than revenue growth only coming from new customers. That's sth nice to see for $HIMS"  
[X Link](https://x.com/FrameworkWisely/status/1702443907269718173)  2023-09-14T22:07Z [---] followers, [---] engagements


"@ftr_investors $SHOP and $MDB"  
[X Link](https://x.com/FrameworkWisely/status/1702735297585287477)  2023-09-15T17:25Z [---] followers, [--] engagements


"$HIMS one month ago the # of rating on $HIMS app is arpund 13K just one month later it's around 16K up 23% in one month. You can imagine how fast $HIMS has been growing this past month"  
[X Link](https://x.com/FrameworkWisely/status/1702884870005907879)  2023-09-16T03:19Z [---] followers, [--] engagements


"I have an FTQ RRSP account a Sunlife RRSP a Scotiabank RRSP and a WealthSimple RRSP. I do buy and hold in other [--] accounts since commission fee is high and their performance is better than the WealthSimple one since zero commission fee makes me trade more frequently"  
[X Link](https://x.com/FrameworkWisely/status/1703464168060256278)  2023-09-17T17:41Z [---] followers, [---] engagements


"@maggiehbarton Where did you find AOV Curious. Thanks"  
[X Link](https://x.com/FrameworkWisely/status/1703538837228605926)  2023-09-17T22:38Z [---] followers, [--] engagements


"@temerson102 One reason is that $HIMS can't make its customers stay for too long. ED or hair loss usually it takes a few months less than a year to cure. $MDB and $DDOG's recurring revenue and their customers stay with them for years and years since switching cost is sky high"  
[X Link](https://x.com/FrameworkWisely/status/1703549302302298235)  2023-09-17T23:19Z [----] followers, [---] engagements


"@temerson102 That's why I was excited when $HIMS launched heart health earlier than weight management. It will get new subscribersb with weight management but doesn't have synergy with existing categories which means won't help keep existing customers stay longer but heart health will"  
[X Link](https://x.com/FrameworkWisely/status/1703550840554827795)  2023-09-17T23:25Z [---] followers, [---] engagements


"@temerson102 To put it simple the recurring revenue of $HIMS can't be recurring as long as other high-multiples SaaS $MDB and $DDOG. That's main reason"  
[X Link](https://x.com/FrameworkWisely/status/1703552992455069989)  2023-09-17T23:34Z [---] followers, [---] engagements


"@jkess54 @temerson102 @Samuel947117225 $HIMS has a pristine balance sheet almost [--] zero debt and lots of cash"  
[X Link](https://x.com/FrameworkWisely/status/1703575873016746266)  2023-09-18T01:05Z [---] followers, [---] engagements


"$U monopoly bad management bad investment. $SOFI no monopoly great management team good investment. I predict we see a full walk-back of the policies or at the very least a major restructuring of pricing LOTS of hate around this from X to Reddit (r/unity) to YT creators. Trust has already been broken with TOC changes & potentially irreparable to $U dev community @VRVitaly I predict we see a full walk-back of the policies or at the very least a major restructuring of pricing LOTS of hate around this from X to Reddit (r/unity) to YT creators. Trust has already been broken with TOC changes &"  
[X Link](https://x.com/FrameworkWisely/status/1703771053107917189)  2023-09-18T14:00Z [----] followers, [---] engagements


"@ftr_investors [--]. $SOFI - Anthony Noto [--]. $CRWD - George Kurtz [--]. $SHOP - Tobi Ltke"  
[X Link](https://x.com/FrameworkWisely/status/1703806226704879791)  2023-09-18T16:20Z [---] followers, [--] engagements


"@so_bearish @temerson102 Because ED and hair loss are the main products that men health sells. But even just in this small area $HIMS is executing the best surpassing its competitors"  
[X Link](https://x.com/FrameworkWisely/status/1704278884047315359)  2023-09-19T23:38Z [---] followers, [---] engagements


"@so_bearish @temerson102 Oh hell no. I'm down 20% on $HIMS. But I'm not a short term investor who sell for short term turbulence. I'm here for long"  
[X Link](https://x.com/FrameworkWisely/status/1704284498832040238)  2023-09-20T00:01Z [---] followers, [---] engagements


"@so_bearish @temerson102 because you're not invested in $HIMS and don't follow $HIMS as close. @sprucepointcap published its short report on CAC of $HIMS @UnrivaledInvest was skeptical about its marketing investors criticized $HIMS not adding weight management do you know all these"  
[X Link](https://x.com/FrameworkWisely/status/1704287545763221854)  2023-09-20T00:13Z [---] followers, [---] engagements


"I did a bit of research on Google maps comparing $CAVA and $CMG restaurant review in New York city 👉 Chipotle: most locations has an overall review of 3.x 👉CAVA: 4.x I did the same thing in Boston found ame pattern. Then I checked Reddit most people also prefer $CAVA"  
[X Link](https://x.com/FrameworkWisely/status/1704357569211322757)  2023-09-20T04:51Z [----] followers, [---] engagements


"Same Restaurant Sales Growth Q2 [----] for $CAVA was 18.2%. Way better than $CMG $TXRH and even $MCD in the same quarter"  
[X Link](https://x.com/FrameworkWisely/status/1704381494498586856)  2023-09-20T06:26Z [---] followers, [---] engagements


"@temerson102 @so_bearish @Movni5 @Samuel947117225 @Minxen_ He is just making up things to support his bearish viewpoint. He thinks $HIMS's hair loss product is too expensive and doesn't find convenience and online consultation valueable to him. Therefore $HIMS revenue only comes from ED"  
[X Link](https://x.com/FrameworkWisely/status/1704518333695951252)  2023-09-20T15:30Z [----] followers, [---] engagements


"@so_bearish @Samuel947117225 @temerson102 @Minxen_ @Movni5 Oh my God. stock investment is about investing in companies for their future growth/projecting based on historical performance and execution. And you are asking people to stop projecting in the stock market You are basically saying all stock investment is bullshit"  
[X Link](https://x.com/FrameworkWisely/status/1704530681148149771)  2023-09-20T16:19Z [---] followers, [--] engagements


"@so_bearish @Samuel947117225 @temerson102 @Minxen_ @Movni5 Okay Let's assume $HIMS will fail in diebete or whatever categories. Let's say $HIMS's revenue can only comes from ED pills. it's growing consistently at 80% with Gross margin 75% and P/S2 do you think it's still a bad investment"  
[X Link](https://x.com/FrameworkWisely/status/1704544845082099918)  2023-09-20T17:15Z [---] followers, [---] engagements


"@so_bearish @Samuel947117225 @temerson102 @Minxen_ @Movni5 Sure. Let's also add marketing to COGS. Then gross margin still is around 30% around [---] times of Costco's [----] %. And it's growing [--] times faster than Costco. Still P/S = [----] Costco P/S = [--] .07"  
[X Link](https://x.com/FrameworkWisely/status/1704556255061201349)  2023-09-20T18:00Z [---] followers, [--] engagements


"@so_bearish @Samuel947117225 @temerson102 @Minxen_ @Movni5 How many times I mentioned that vision must meet with its historical performance and execution. You are saying like I blindly believe in visions without reality check. Does Aurora has consistent revenue growth as $HIMS Aurora has a vision with no track record backing up"  
[X Link](https://x.com/FrameworkWisely/status/1704581337737200069)  2023-09-20T19:40Z [---] followers, [---] engagements


"Google CoLab is awesome. Nvidia Tesla T4 and TPU is free"  
[X Link](https://x.com/FrameworkWisely/status/1705677513307898221)  2023-09-23T20:16Z [---] followers, [--] engagements


"That's why I don't own $SQ"  
[X Link](https://x.com/FrameworkWisely/status/1705717196314329573)  2023-09-23T22:54Z [---] followers, [---] engagements


""The ability to seamlessly and beatifully combine therapies into a product that tastes great looks great and encourages you to adhere to the medication I think it actually gonna change the outcomes for tens of thousands of people." Says @AndrewDudum in this podcast. $hims Very good interview by @AndrewDudum Thanks Andrew 🙏 https://t.co/oCFQSI4WVw $hims Very good interview by @AndrewDudum Thanks Andrew 🙏 https://t.co/oCFQSI4WVw"  
[X Link](https://x.com/FrameworkWisely/status/1706897237249310958)  2023-09-27T05:03Z [----] followers, [---] engagements


"price cut but GM grew. That's the scale economics competitive advantage $HIMS has"  
[X Link](https://x.com/FrameworkWisely/status/1707240150101635228)  2023-09-28T03:45Z [---] followers, [---] engagements


"@DataDInvesting $TOST $ONON and $PAYC"  
[X Link](https://x.com/FrameworkWisely/status/1707601662393594272)  2023-09-29T03:42Z [---] followers, [---] engagements


"I did a bit of research trying to understand what it means for a unified payment platform. Also looked at management team track record and their vision I'm convinced that $ADYEY is a high-quality company"  
[X Link](https://x.com/FrameworkWisely/status/1708703906744709139)  2023-10-02T04:42Z [---] followers, [----] engagements


"I may buy some $U shares but needs some more time to see how the new management team execute. Unity $U just announced its CEO and Board Chairman John Riccitiello will retire from his roles effective immediately https://t.co/ez1sJTCu8h Unity $U just announced its CEO and Board Chairman John Riccitiello will retire from his roles effective immediately https://t.co/ez1sJTCu8h"  
[X Link](https://x.com/FrameworkWisely/status/1711558075285492168)  2023-10-10T01:43Z [----] followers, [---] engagements


"I love $TOST previous CEO. Hope the new CEO is as great. BOSTON September [--] 2023--Great Place To Work Names Toast to [----] Best Workplaces in Technology List"  
[X Link](https://x.com/FrameworkWisely/status/1712114812501606767)  2023-10-11T14:35Z [---] followers, [---] engagements


"$TMDX is a Quality business as good as $ISRG"  
[X Link](https://x.com/FrameworkWisely/status/1715830389611036817)  2023-10-21T20:40Z [---] followers, [---] engagements


"Based on this academic paper $TMDX is becoming a monopoly in Heart Lung and Liver ex vivo machine perfusion except Kidney"  
[X Link](https://x.com/FrameworkWisely/status/1715857027371573419)  2023-10-21T22:26Z [---] followers, 11.3K engagements


"@Agrippa_Inv yeah. I'm also concerned with its debt and how its recent acquisition of a charter flight operator would affect its profit margin"  
[X Link](https://x.com/FrameworkWisely/status/1715858425815400717)  2023-10-21T22:31Z [---] followers, [--] engagements


"@wombliingfree @sosacapital Looks at China's stock market A-shares itself for decades still stays at around [----]. If this is just bias from the west towards Chinese stocks it should perform well in its own domestic stock market. But the reality is the opposite"  
[X Link](https://x.com/FrameworkWisely/status/1716922055353061576)  2023-10-24T20:58Z [---] followers, [--] engagements


"@ronjonbSaaS no $SNOW"  
[X Link](https://x.com/FrameworkWisely/status/1717226236534018187)  2023-10-25T17:06Z [---] followers, [---] engagements


"@hypergrowth102 @DataDInvesting I know which company you are talking about. But I think $PAYC's revenue is recurring and more predictable than $HIMS tho"  
[X Link](https://x.com/FrameworkWisely/status/1719551901690142873)  2023-11-01T03:08Z [---] followers, [---] engagements


"Definitely good for $PAYC in the long-term"  
[X Link](https://x.com/FrameworkWisely/status/1719563296632676423)  2023-11-01T03:53Z [---] followers, [---] engagements


"@fuldor1 I think it's probably the macro environment since $PAYC's main customers are small and medium sized businesses they are more likely to get punished"  
[X Link](https://x.com/FrameworkWisely/status/1719586417305895391)  2023-11-01T05:25Z [---] followers, [---] engagements


"I could be wrong. But I believe $ZI has a strong moat. One of the rare SaaS companies that have network effect type of moat as CrownStrike $CRWD $ZI Q3 EPS $0.26 vs $0.25 Est Revenue $313.8M vs $310.46M Est GUIDANCE Q4 [----] EPS $0.24-$0.25 vs $0.25 Est Q4 [----] revenue $309-312M vs $310.86M Est FY2023 EPS $0.99-$1.00 vs $0.99 Est FY2023 revenue $1.232-1.235B vs $1.23B Est $ZI Q3 EPS $0.26 vs $0.25 Est Revenue $313.8M vs $310.46M Est GUIDANCE Q4 [----] EPS $0.24-$0.25 vs $0.25 Est Q4 [----] revenue $309-312M vs $310.86M Est FY2023 EPS $0.99-$1.00 vs $0.99 Est FY2023 revenue $1.232-1.235B vs $1.23B"  
[X Link](https://x.com/FrameworkWisely/status/1719592847731773590)  2023-11-01T05:50Z [----] followers, [---] engagements


"Which is the best deal rn among the following SaaS stocks"  
[X Link](https://x.com/FrameworkWisely/status/1720144462398067134)  2023-11-02T18:22Z [---] followers, [---] engagements


"$DDOG probably a great buy here"  
[X Link](https://x.com/FrameworkWisely/status/1720339123225927970)  2023-11-03T07:16Z [---] followers, [---] engagements


"My top3 holdings are $HIMS $SE $SOFI waiting for $SE's results net week. So far $HIMS and $SOFI are doing great during Q3 in the challenging macro environment"  
[X Link](https://x.com/FrameworkWisely/status/1721679734826840093)  2023-11-07T00:03Z [---] followers, [----] engagements


"@banieimamsatria But the common trait behind these ideoligies among them is that they're okay to use violence when they see someone disagree with them or they honor violence if they think that's the right thing to do"  
[X Link](https://x.com/FrameworkWisely/status/1721738793592484095)  2023-11-07T03:58Z [---] followers, [--] engagements


"@banieimamsatria examples are Marxism in China (around 60millions people killed way way more than deaths during WW2 in China) Soviet Union Romania. All the deaths during peace time in Iran and other Islamic extremists countries. Nazism and etc"  
[X Link](https://x.com/FrameworkWisely/status/1721740126110236777)  2023-11-07T04:03Z [---] followers, [--] engagements


"@JonahLupton What's bad about $BILL. I do feel $BILL is good buy here"  
[X Link](https://x.com/FrameworkWisely/status/1722440398927204825)  2023-11-09T02:26Z [---] followers, [---] engagements


"Great article to read if you wanna understand $BILL better"  
[X Link](https://x.com/FrameworkWisely/status/1722456466106220817)  2023-11-09T03:29Z [---] followers, [---] engagements


"As you can see $BILL and $INTU QuickBooks are different they complete each other rather than compete"  
[X Link](https://x.com/FrameworkWisely/status/1722457548622578044)  2023-11-09T03:34Z [---] followers, [---] engagements


"But recently $INTU started to add B2B feature similar to $BILL"  
[X Link](https://x.com/FrameworkWisely/status/1722458865474601300)  2023-11-09T03:39Z [---] followers, [---] engagements


"Just bought [--] shares of $TOST it's so cheap right now. Long-term profit margin targrt is 8% now P/S ratio is [---] and it's growing around 37%"  
[X Link](https://x.com/FrameworkWisely/status/1722652160192561576)  2023-11-09T16:27Z [---] followers, [---] engagements


"@ftr_investors This's bullish for both $ZS and $ANET"  
[X Link](https://x.com/FrameworkWisely/status/1722858122954367259)  2023-11-10T06:06Z [---] followers, [---] engagements


"In January [----] a student at a public school complained about how she was made to wear the hijab even though shes not Muslim. This led to the Indonesian government issuing a decree banning regional governments and public schools from mandating religious elements on"  
[X Link](https://x.com/FrameworkWisely/status/1723178514000593326)  2023-11-11T03:19Z [---] followers, [--] engagements


"student uniforms in February. The rule was canceled by the Supreme Court a few months later in May with a panel of three male judges saying that children under [--] have no right to choose their clothes"  
[X Link](https://x.com/FrameworkWisely/status/1723178602793955474)  2023-11-11T03:19Z [---] followers, [--] engagements


"Hamas main HQ is hiding under this Al Shifa hospital. A vivid example of Hamas is using Palestinian civilians as their shield to protect themselves. Hamas is basically holding Palestinians as hostage. Any righteous military group would never use a hospital as its base or HQ"  
[X Link](https://x.com/FrameworkWisely/status/1723557272176021928)  2023-11-12T04:24Z [---] followers, [---] engagements


"@thoug9102 And Gaza keep attack Israel with rocket as a routine as shown in the links attached to the infographics which is originally supposed to prove Israel is the one keep attacking. I guess I'm only one who really dig into the links they share"  
[X Link](https://x.com/FrameworkWisely/status/1724138033753022790)  2023-11-13T18:51Z [---] followers, [--] engagements


"@ftr_investors @NIOAdmirer @archyV Alert for $NIO investors"  
[X Link](https://x.com/FrameworkWisely/status/1725333994974179573)  2023-11-17T02:04Z [---] followers, [---] engagements


"@ftr_investors $CRWD easy pick😀"  
[X Link](https://x.com/FrameworkWisely/status/1725553873887105062)  2023-11-17T16:37Z [---] followers, [---] engagements


"@NIOAdmirer @ftr_investors @archyV this is sth fundamentally bad morally bad"  
[X Link](https://x.com/FrameworkWisely/status/1726425623025836221)  2023-11-20T02:21Z [---] followers, [--] engagements


"@DataDInvesting Every Chinese you meet you will find at least one of his/her family members in the last two generations was killed or tyrannized by the social justice movement during 1966-1976. Being educated or a middle-class you were automatically assumed the suppressor and the evil"  
[X Link](https://x.com/FrameworkWisely/status/1726821160556392518)  2023-11-21T04:33Z [---] followers, [--] engagements


""Why are you having this Islamophobia You should respect other people practicing freedom of religion." They say"  
[X Link](https://x.com/FrameworkWisely/status/1726826598652051925)  2023-11-21T04:55Z [---] followers, [---] engagements


"And a lot of Muslim immigrants want Sharia law in in UK and Europe. Should you respect other's people freedom of religion when a religion's values and principles are against humanity and basic human rights. Just like should you NOT condemn people belief in Nazism"  
[X Link](https://x.com/FrameworkWisely/status/1726827846491091075)  2023-11-21T05:00Z [---] followers, [---] engagements


"@ftr_investors $MELI and $AXON"  
[X Link](https://x.com/FrameworkWisely/status/1727103838904373418)  2023-11-21T23:16Z [---] followers, [---] engagements


"More Americans are getting news on TikTok bucking the trend seen on most other social media sites"  
[X Link](https://x.com/FrameworkWisely/status/1728515829568831968)  2023-11-25T20:47Z [---] followers, [---] engagements


"@nrossolillo Any idea why $AMAT is so shorted"  
[X Link](https://x.com/FrameworkWisely/status/1728852210103304373)  2023-11-26T19:04Z [---] followers, [---] engagements


"When $HIMS was dipping I had been adding along the way. Now in the green for around $3500 CAD"  
[X Link](https://x.com/FrameworkWisely/status/1730633877142532422)  2023-12-01T17:04Z [----] followers, [---] engagements


"I'd like to point out is that $SE spends a much higher % of revenue in S&M around 38%. But $MELI only spend 20% $AMZN is even better at around 7% in S&M. The key question for $SE is whether it can keep its market share with low S&M. That's the ultimate test of $SE's moat"  
[X Link](https://x.com/FrameworkWisely/status/1731466376831791107)  2023-12-04T00:12Z [---] followers, [----] engagements


"$MELI can have a good revenue growth with relative low S&M but $SE still needs to prove this. I think this is main reason why $SE is NOT valued as much as its peers"  
[X Link](https://x.com/FrameworkWisely/status/1731469059718349179)  2023-12-04T00:22Z [---] followers, [---] engagements


"@LA_stevens_ At this stage I still want $SE to keep spending in S&M but also want $SE to keep investing in building up its moat/logistic infrastructure. It was great to hear the management team during Q3 [----] earnings call talking about the balance between the two"  
[X Link](https://x.com/FrameworkWisely/status/1731473604703932594)  2023-12-04T00:40Z [---] followers, [---] engagements


"@LA_stevens_ E-commerce revenue growth in Q4 [----] and Q1 [----] are better examples because that's when $SE reduced its spending in S&M dramatically. E-commerce growth was 44% and 46% respectively. That's from 90% (Q4 2021) to 44%(Q4 2022) That's from 71% (Q1 2022) to 46%(Q1 2023)"  
[X Link](https://x.com/FrameworkWisely/status/1731478285303861463)  2023-12-04T00:59Z [---] followers, [---] engagements


"@LA_stevens_ what're your thoughts on $PYPL"  
[X Link](https://x.com/FrameworkWisely/status/1731763009872081119)  2023-12-04T19:50Z [---] followers, [---] engagements


"The following paper published in Journal of the American College of Cardiology the highest rated journal for cardiovascular research shows that $SWAV ShockWave Lithoplasty System is safe and effective. https://www.jacc.org/doi/full/10.1016/j.jacc.2016.09.808 https://www.jacc.org/doi/full/10.1016/j.jacc.2016.09.808"  
[X Link](https://x.com/FrameworkWisely/status/1731928220948168905)  2023-12-05T06:47Z [----] followers, [---] engagements


"@Xplorationality @presidential01 I used to ask Andrew to build a product like fitbit to track health data and he liked my tweet. I'm curious about whether Andrew is really doing this. Do you see this kind of news from $HIMS"  
[X Link](https://x.com/FrameworkWisely/status/1732215757004472599)  2023-12-06T01:49Z [---] followers, [---] engagements


"@ftr_investors I have $SWAV ibln my watchlist"  
[X Link](https://x.com/FrameworkWisely/status/1732463700005556307)  2023-12-06T18:15Z [---] followers, [---] engagements


"@ftr_investors $PCTY is growing at a faster pace I think"  
[X Link](https://x.com/FrameworkWisely/status/1733005942948614383)  2023-12-08T06:09Z [----] followers, [--] engagements


"no security felt when shopping on Temu"  
[X Link](https://x.com/FrameworkWisely/status/1738250749841232349)  2023-12-22T17:30Z [---] followers, [---] engagements


"@onewordtrader @Micro2Macr0 [---] is a bit high but possible"  
[X Link](https://x.com/FrameworkWisely/status/1744334859500171547)  2024-01-08T12:26Z [---] followers, [--] engagements


"I have been a research scientist and software engineer in the autonomous driving area for almost [--] years now. I'm bullish on Mobileye $MBLY and Aurora $AUR. Very skeptical of the direction that $TSLA is going for its FSD"  
[X Link](https://x.com/FrameworkWisely/status/1744800930766139573)  2024-01-09T19:18Z [---] followers, [---] engagements


"@SawyerMerritt Have to say it looks a pretty ugly car although I'm a big fan of Elon"  
[X Link](https://x.com/anyuser/status/1744945830933496302)  2024-01-10T04:54Z [--] followers, [---] engagements


"@ftr_investors Love Mobileye's tech stack and safety philosophy as a person working in autonomous driving industry"  
[X Link](https://x.com/FrameworkWisely/status/1745101576019005787)  2024-01-10T15:13Z [---] followers, [--] engagements


"bought [--] shares of $KVYO yesterday"  
[X Link](https://x.com/FrameworkWisely/status/1747606960877252957)  2024-01-17T13:09Z [---] followers, [---] engagements


"The Future of Broadband Connectivity: Terrestrial Networks vs Satellite Constellations"  
[X Link](https://x.com/FrameworkWisely/status/1749254477163458622)  2024-01-22T02:15Z [---] followers, [---] engagements


"I'm very concerned about $HIMS management recently. When I started invest in $HIMS last year Glassdoor review was [---] now it's only [---]. If you treat your employees bad you can't have a long-term success story. Really think @AndrewDudum should take these reviews seriously"  
[X Link](https://x.com/FrameworkWisely/status/1750692670710698028)  2024-01-26T01:30Z [---] followers, [----] engagements


"@presidential01 I got to know this brand last year. My fav brand for sneakers"  
[X Link](https://x.com/FrameworkWisely/status/1751736633932554542)  2024-01-28T22:38Z [---] followers, [---] engagements


"An academic paper published last year on $LNTH Lantheus Medical Imaging's Pylarify. It's a paradigm shift"  
[X Link](https://x.com/FrameworkWisely/status/1751855245913706508)  2024-01-29T06:30Z [----] followers, [----] engagements


"@AJButton2 It's not about Taiwan it's about Xi"  
[X Link](https://x.com/FrameworkWisely/status/1753828594944491574)  2024-02-03T17:11Z [---] followers, [---] engagements


"@presidential01 What's $LMND's competitive advantage"  
[X Link](https://x.com/FrameworkWisely/status/1753901378936676468)  2024-02-03T22:00Z [---] followers, [---] engagements


"Looks interesting. I don't own $PYPL. Not many people talk about this but $PYPL is expected to generate at least $2.8B of FCF in Q4 First [--] quarters FCF = $1.8B FY2023 FCF guidance = 4.6B With that much cash in flow share repurchases is going to be well above guidance of $5B (First [--] quarters buyback = $4.4B) https://t.co/HraXo7UGGr Not many people talk about this but $PYPL is expected to generate at least $2.8B of FCF in Q4 First [--] quarters FCF = $1.8B FY2023 FCF guidance = 4.6B With that much cash in flow share repurchases is going to be well above guidance of $5B (First [--] quarters buyback"  
[X Link](https://x.com/FrameworkWisely/status/1754218817339707776)  2024-02-04T19:02Z [---] followers, [---] engagements


"I'm impressed by the idea of working at any places you want with Apple Vision Pro. That's definitely the future. $AAPL $U $META $U Unity Software folks. Buy and hold this for 10yrs. $1000/share is absolutely a reality down the road. $U Unity Software folks. Buy and hold this for 10yrs. $1000/share is absolutely a reality down the road"  
[X Link](https://x.com/FrameworkWisely/status/1754697474285928517)  2024-02-06T02:44Z [---] followers, [---] engagements


"@Opu61659893 because Apple Vision Pro is using $U unity engine. I hate management team at $U but Apple chose $U as its partner"  
[X Link](https://x.com/FrameworkWisely/status/1754703530751926603)  2024-02-06T03:08Z [---] followers, [---] engagements


"@Opu61659893 I have experience with both Unreal engine and Unity engine for our self-driving simulation pipeline. Unreal is better at rendering Unity is worse in rendering but much easier to build stuff and has better community support"  
[X Link](https://x.com/FrameworkWisely/status/1754704617504395454)  2024-02-06T03:12Z [---] followers, [--] engagements


"Bullish news for $HIMS $AMZN Adjustments Will Result in Elimination of a Few Hundred Roles Within Amazon Pharmacy and One Medical @jbulltard1 don't worry they will get rid of the person who asked you to wear the mask 😂 $AMZN Adjustments Will Result in Elimination of a Few Hundred Roles Within Amazon Pharmacy and One Medical @jbulltard1 don't worry they will get rid of the person who asked you to wear the mask 😂"  
[X Link](https://x.com/FrameworkWisely/status/1754965351664652508)  2024-02-06T20:28Z [---] followers, [----] engagements


"I sold $CRWD for 50% gain to buy more $HIMS I wish I have kept $CRWD😅"  
[X Link](https://x.com/FrameworkWisely/status/1755252483834646596)  2024-02-07T15:29Z [----] followers, [----] engagements


"@ftr_investors Just thought $HIMS has more upside. It was a terrible mistake. I need to keep my winners in my portfolio if thesis is very much on track like$CRWD. Picking good business is not that hard Being disciplined at buys and sells is hard"  
[X Link](https://x.com/FrameworkWisely/status/1755264498825400351)  2024-02-07T16:17Z [---] followers, [---] engagements


"@ftr_investors @Quality_stocksA @Stock_Inf0 @MihaiDoho @StockSavvyShay @FromValue @BeleggenmetPaul @IFB_podcast @InvestInAssets @IrrationalMrkts @wolfofharcourt $ASML"  
[X Link](https://x.com/FrameworkWisely/status/1756020039713476901)  2024-02-09T18:19Z [---] followers, [---] engagements


"@presidential01 same here. so I switch to reading😂 I don't like listening earnings call but I enjoy reading transcript😂"  
[X Link](https://x.com/FrameworkWisely/status/1756101211831308677)  2024-02-09T23:42Z [----] followers, [--] engagements


"Good to know. What's your thoughts on $U's partnership with Apple for Apple Pro @MichaelWigginsO As someone who has been developing projects with the Unity game engine for about [--] years and worked in various companies I've noticed that in the last 3-4 months many companies have stopped using Unity. @MichaelWigginsO As someone who has been developing projects with the Unity game engine for about [--] years and worked in various companies I've noticed that in the last 3-4 months many companies have stopped using Unity"  
[X Link](https://x.com/FrameworkWisely/status/1756938065841422733)  2024-02-12T07:07Z [---] followers, [---] engagements


"@berk_ucmaz Be done with $U you mean they abandon Unity game game"  
[X Link](https://x.com/FrameworkWisely/status/1757065978842624103)  2024-02-12T15:35Z [---] followers, [--] engagements


"@berk_ucmaz Be done with $U you mean they abandon Unity game engine"  
[X Link](https://x.com/FrameworkWisely/status/1757148406403748082)  2024-02-12T21:03Z [---] followers, [---] engagements


"So true. Lessons I learned in the past [--] years. Picking great businesses is easy but keep holding is way way more important. I sold $AXON $CRWD $NVDA too early 😔 Investing is 10% buying and 90% holding. @TheCryptoBarney Investing is 10% buying and 90% holding. @TheCryptoBarney"  
[X Link](https://x.com/FrameworkWisely/status/1757862546873143600)  2024-02-14T20:21Z [---] followers, [---] engagements


"How come asking for a picture of a white woman is against Google $GOOGL AI principles and racially biased but a picture of a black woman is not @sundarpichai @GoogleAI @Google You guys are just doing blatant discrimination in the name of stopping discrimination"  
[X Link](https://x.com/FrameworkWisely/status/1760503046797246973)  2024-02-22T03:13Z [---] followers, [---] engagements


"Remember $HIMS guided [---] billion In [----] year end. Now we are getting it this year. JUST like $SOFI never it has never disappointed me. $HIMS Earnings: - Revenue Surge: Achieved a remarkable revenue growth of 65% year-over-year reaching $872.0 million in [----]. - Profitability Milestones: Attained net income of $1.2 million and achieved Adjusted EBITDA profitability of $20.6 million in Q4 [----]. - Subscriber https://t.co/4KwzZOelLn $HIMS Earnings: - Revenue Surge: Achieved a remarkable revenue growth of 65% year-over-year reaching $872.0 million in [----]. - Profitability Milestones: Attained"  
[X Link](https://x.com/FrameworkWisely/status/1762224874947301856)  2024-02-26T21:15Z [---] followers, [----] engagements


"@ftr_investors @FromValue @MihaiDoho @PaulWeeteling @Stock_Inf0 @StefanThelenius @Quality_stocksA @simpleinvest01 @wolfofharcourt @KarlsenHenrik @atmosinvest I vote for whichever company that has the best CEO so $SOFI"  
[X Link](https://x.com/FrameworkWisely/status/1762239448220119537)  2024-02-26T22:13Z [---] followers, [---] engagements


"Unity $U is continuing its shit show"  
[X Link](https://x.com/FrameworkWisely/status/1762249999423832530)  2024-02-26T22:55Z [---] followers, [---] engagements


"Just like $LNTH $TMDX is even better positioned as an absolute leader in this niche medical area based on the following academia paper. Up 20% after hours after Q4 earnings. I think the moat is wide. @DataDInvesting @ftr_investors Based on this academic paper $TMDX is becoming a monopoly in Heart Lung and Liver ex vivo machine perfusion except Kidney. https://t.co/ZUUQZWZArm Based on this academic paper $TMDX is becoming a monopoly in Heart Lung and Liver ex vivo machine perfusion except Kidney. https://t.co/ZUUQZWZArm"  
[X Link](https://x.com/FrameworkWisely/status/1762327369489031246)  2024-02-27T04:02Z [---] followers, [---] engagements


"@ftr_investors Right decision"  
[X Link](https://x.com/FrameworkWisely/status/1762565015528198392)  2024-02-27T19:47Z [---] followers, [--] engagements


"bullish for $AMD AI GPUs demand far exceeds supply currently: "I dont think were going to catch up on supply this year. Not this year and probably not next year." - NVDA CEO "The overall demand (for AI chips) appears to be insatiable for several years into the future." - $INTC CEO https://t.co/VcQO7jdL5D AI GPUs demand far exceeds supply currently: "I dont think were going to catch up on supply this year. Not this year and probably not next year." - NVDA CEO "The overall demand (for AI chips) appears to be insatiable for several years into the future." - $INTC CEO https://t.co/VcQO7jdL5D"  
[X Link](https://x.com/FrameworkWisely/status/1762716629853446340)  2024-02-28T05:49Z [---] followers, [--] engagements


"@JonahLupton Mind sharing your thoughts on $PRCT Would love to hear"  
[X Link](https://x.com/FrameworkWisely/status/1762900286358565037)  2024-02-28T17:59Z [---] followers, [---] engagements


"Zoominfo $ZI NRR is getting ugly apparently no pricing power and so essential. Got out of this position with no gains"  
[X Link](https://x.com/FrameworkWisely/status/1762957733425299705)  2024-02-28T21:47Z [----] followers, [---] engagements


"@RahulSetty_ @FintwitEnjoyer @LA_stevens_ I was buying like crazy when it was in 30-40. Even sold blmy $CRWD for $SE. Hopefully this will pay off 😂"  
[X Link](https://x.com/FrameworkWisely/status/1763658650411749860)  2024-03-01T20:12Z [---] followers, [---] engagements


"Tried $CELH I don't get it. What's so special about it Can't tell any difference"  
[X Link](https://x.com/FrameworkWisely/status/1764332601974616404)  2024-03-03T16:50Z [---] followers, [----] engagements


"Looks like $GOOGL is getting better"  
[X Link](https://x.com/FrameworkWisely/status/1764439769419833765)  2024-03-03T23:56Z [---] followers, [---] engagements


"@LA_stevens_ @chivarse @Brian_Stoffel_ How is it compared to $MELI and $AMZN $AMZN have [--] in Ontario and [--] in Canada"  
[X Link](https://x.com/FrameworkWisely/status/1764685850317562236)  2024-03-04T16:14Z [---] followers, [---] engagements


"One thing I don't like about $HIMS Q4 [----] earnings is that revenue growth is 1% less than subscriber growth. If $HIMS is able to cross-sell as one of its competitive advantages revenue should grow faster than subscribers. @alc2022 @presidential01 @DataDInvestin"  
[X Link](https://x.com/FrameworkWisely/status/1764811646818533518)  2024-03-05T00:34Z [----] followers, [----] engagements


"if $SNOW go lower than $150 I will buy a few shares"  
[X Link](https://x.com/FrameworkWisely/status/1765047944997134423)  2024-03-05T16:13Z [---] followers, [---] engagements


"@BornInvestor Still don't get it. Just being down for a day then you can draw a conclusion that bull Market is over"  
[X Link](https://x.com/FrameworkWisely/status/1765109119235621038)  2024-03-05T20:16Z [---] followers, [--] engagements


"@FromValue $PANW deserves it. $CRWD helps $PANW share price jump too. But $PANW take $CRWD stock price down when $PANW has an earning call😂"  
[X Link](https://x.com/FrameworkWisely/status/1765193691944104334)  2024-03-06T01:52Z [---] followers, [---] engagements


"@LA_stevens_ seaMoney revenue growth was mediocre tho in Q4 [----] just 24%"  
[X Link](https://x.com/FrameworkWisely/status/1765197581561307616)  2024-03-06T02:07Z [---] followers, [---] engagements


"$TSLA Tesla's FSD and $GOOG Waymo can probably do well for L2 or L3 autonomy but not for L4 or L5. L5 is full autonomy. $MBLY is the only company I know in the world that truely understands what's important for AV and how to approach autonomous driving technology. A current and future monopoly Waymo or Tesla's FSD will fail although there're a lot of blind DL believers following the herd. $MBLY is the only company I know in the world that truely understands what's important for AV and how to approach autonomous driving technology. A current and future monopoly Waymo or Tesla's FSD will fail"  
[X Link](https://x.com/FrameworkWisely/status/1765423565153644608)  2024-03-06T17:05Z [---] followers, [---] engagements


"$MBLY MobilEye is the only company I know in the world that truely understands what's important for autonomous driving and know the right way to approach AV. A monopoly $GOOG Waymo and $TSLA FSD will fail although there're a lot of blind DL believers following the herd"  
[X Link](https://x.com/FrameworkWisely/status/1765455216323838144)  2024-03-06T19:11Z [---] followers, [---] engagements


"$TSLA FSD and $GOOG Waymo can probably do well for L2 or L3 autonomy but not for L4 or L5. L5 is full autonomy"  
[X Link](https://x.com/FrameworkWisely/status/1765455372481900708)  2024-03-06T19:12Z [---] followers, [---] engagements


"Mobileye REM is a cloud-based crowdsourced continuously updated mapping feature that Mobileye developed. It will be deployed in 1Q [----] in [--] cities. Using the wisdom of the crowd to create rich semantic layer of driving culture and traffic rules"  
[X Link](https://x.com/FrameworkWisely/status/1765519360116838702)  2024-03-06T23:26Z [---] followers, [---] engagements


"If you understand why CrowdStrike $CRWD moat is almost impenetrable then you'd know why this feature will strengthen $MBLY's moat"  
[X Link](https://x.com/FrameworkWisely/status/1765519826649293029)  2024-03-06T23:28Z [---] followers, [---] engagements


"For example the entire Euclidean geometry theory is built on [--] basic axioms"  
[X Link](https://x.com/FrameworkWisely/status/1765527665845608929)  2024-03-06T23:59Z [---] followers, [--] engagements


"$MBLY has its safety axioms for its AV stack reasoning and decision-making but I don't see this in $GOOG Waymo or $GM cruise"  
[X Link](https://x.com/FrameworkWisely/status/1765528239236161614)  2024-03-07T00:01Z [---] followers, [---] engagements


"@OestaOne The keys are [--]. how wide your data points are [--]. how unique the data you crowd-sourced [--]. how you develop the corresponding technology to best use the data The reason $CRWD is great is that it's the best in these [--] aspects"  
[X Link](https://x.com/FrameworkWisely/status/1765533472372728310)  2024-03-07T00:22Z [---] followers, [--] engagements


"Just like $SNOW sequential deline in revenue $MDB. $CRWD is the best Updating with $MDB #s: $MDB $458M Q4 [----] - $438M Q1 [----] $CRWD $845M Q4 [----] - $903.5M Q1 [----] $SNOW $775M Q4 [----] - $750M Q1 [----] $OKTA $605M Q4 [----] - $604M Q1 [----] $MNDY $202M Q4 [----] - $209M Q1 [----] $GTLB $164M Q4 [----] - $165M Q1 [----] $DDOG $590M Q4 [----] - $590M Updating with $MDB #s: $MDB $458M Q4 [----] - $438M Q1 [----] $CRWD $845M Q4 [----] - $903.5M Q1 [----] $SNOW $775M Q4 [----] - $750M Q1 [----] $OKTA $605M Q4 [----] - $604M Q1 [----] $MNDY $202M Q4 [----] - $209M Q1 [----] $GTLB $164M Q4 [----] - $165M Q1 [----] $DDOG $590M Q4 [----] -"  
[X Link](https://x.com/FrameworkWisely/status/1765870991069053082)  2024-03-07T22:43Z [---] followers, [---] engagements


"$KVYO Klaviyo has entered the services business 🤯 Over the past [--] hrs agencies/marketers have been pretty loud about it. Lets start here: $KVYO reported earnings a week ago and fell 6% Their revenue beat was underwhelming to the market. This has them searching for answers on where https://t.co/PIiQVDW047 Klaviyo has entered the services business 🤯 Over the past [--] hrs agencies/marketers have been pretty loud about it. Lets start here: $KVYO reported earnings a week ago and fell 6% Their revenue beat was underwhelming to the market. This has them searching for answers on where"  
[X Link](https://x.com/FrameworkWisely/status/1766092084455350689)  2024-03-08T13:22Z [----] followers, [---] engagements


"Which company has the best chance to become a 100-Bagger in your portfolio"  
[X Link](https://x.com/FrameworkWisely/status/1766292726255878544)  2024-03-09T02:39Z [---] followers, [---] engagements


"$SE investors for Sea limited should check all the comments under this post on Reddit. People got scammed on TikTok shop and Lazada and Shopee is the most trusted one"  
[X Link](https://x.com/FrameworkWisely/status/1766351991796531683)  2024-03-09T06:35Z [---] followers, [----] engagements


"TikTok shop is the one being bashed hard full of scams"  
[X Link](https://x.com/FrameworkWisely/status/1766352735077573025)  2024-03-09T06:38Z [---] followers, [---] engagements


"Another post on Reddit but this is from r/Indonesia"  
[X Link](https://x.com/FrameworkWisely/status/1766353763286008279)  2024-03-09T06:42Z [---] followers, [---] engagements


"@TravisHoium I think $CRWD is the perfect example for this. Distribution and latest real-time data of cyber attacks"  
[X Link](https://x.com/FrameworkWisely/status/1766940979246821813)  2024-03-10T21:35Z [---] followers, [---] engagements


"@SamMeciar I guess that's enough. China Russia Iran a total of population [---] billion. Diamond is not very useful neither but it's super expensive. When a thing is scarce it is precious I guess. I don't own $BTC but I can understand why people want to own it"  
[X Link](https://x.com/FrameworkWisely/status/1767229680443130169)  2024-03-11T16:42Z [---] followers, [--] engagements


"$HIMS 52-week high. Next target All-time high $23.99"  
[X Link](https://x.com/FrameworkWisely/status/1767250274626711633)  2024-03-11T18:04Z [----] followers, [----] engagements


"@LA_stevens_ $TSLA FSD doesn't have the following redundancies"  
[X Link](https://x.com/FrameworkWisely/status/1767371510715461939)  2024-03-12T02:06Z [---] followers, [---] engagements


"@OestaOne @LA_stevens_ Bullish for its EV charging network battery pack Grok AI. Humoid robot is a plus too"  
[X Link](https://x.com/FrameworkWisely/status/1767383952124215307)  2024-03-12T02:55Z [---] followers, [---] engagements


"@presidential01 It was just a student loan company back then.Fed ruined $SoFi's bread and butter because of student loan forgiveness program. $SoFi literally had to change its business model almost completely in a very short time and still kept beating estimates time after time. What a team"  
[X Link](https://x.com/FrameworkWisely/status/1767618639857856840)  2024-03-12T18:28Z [---] followers, [---] engagements


"@LA_stevens_ Data is important but more importantly how you leverage your data. $TSLA is not using its data the right way their approach End-to-end learning is flawed"  
[X Link](https://x.com/FrameworkWisely/status/1767619362100297749)  2024-03-12T18:31Z [---] followers, [--] engagements


"$HIMS How long we need to wait until it reaches ATH $23.99"  
[X Link](https://x.com/FrameworkWisely/status/1767946800495755758)  2024-03-13T16:12Z [----] followers, [----] engagements


"STUPID Sellings I regret the most in the last [--] years of investing [--]. Sold $AXON at $147 with $21 gain per share [--]. Sold $CRWD at $149 with $38 gain per share I'm going to be patient with $HIMS $SE $SOFI and $WELL.TO"  
[X Link](https://x.com/FrameworkWisely/status/1767991480289722420)  2024-03-13T19:09Z [---] followers, [----] engagements


"@BuIIMarketRun Valuation is too rich right now. One of my highest convictions tho"  
[X Link](https://x.com/FrameworkWisely/status/1767996428826144817)  2024-03-13T19:29Z [---] followers, [--] engagements


"@LA_stevens_ I had the same journey as Elon Musk would do the same if I were him. The media and journalists in the MSM are so biased and have going far too left"  
[X Link](https://x.com/FrameworkWisely/status/1768314608241017056)  2024-03-14T16:33Z [---] followers, [--] engagements


"$RKLB investors why do you think $RKLB revenue is sustainable Do we really need that many of satellites The orbits are pretty crowded already"  
[X Link](https://x.com/FrameworkWisely/status/1768487788444369148)  2024-03-15T04:02Z [---] followers, [---] engagements


"$SOFI at $7 right now equals to $HIMS at $6 last year. Getting as many shares as I can. $SOFI. Price in April [----] = $7. Price in March [----] = $7. Results in every quarter during this period: Outstanding. Just the opportunity cost of [--] years of this stock doing absolutely nothing is thesis-breaking no @StockMarketNerd @DataDInvesting https://t.co/v3dCXgVHER $SOFI. Price in April [----] = $7. Price in March [----] = $7. Results in every quarter during this period: Outstanding. Just the opportunity cost of [--] years of this stock doing absolutely nothing is thesis-breaking no @StockMarketNerd"  
[X Link](https://x.com/FrameworkWisely/status/1768897515229736986)  2024-03-16T07:10Z [---] followers, [----] engagements


"@OestaOne But I think the profitability margin for $SOFI will be higher than $HIMS"  
[X Link](https://x.com/FrameworkWisely/status/1768913092031782970)  2024-03-16T08:12Z [---] followers, [---] engagements


"@presidential01 @WebullGlobal I've already did a lot research on $SOFI so just recalling I've seen before😝"  
[X Link](https://x.com/FrameworkWisely/status/1769127607004549248)  2024-03-16T22:24Z [---] followers, [---] engagements


"Bullish research for $TMDX Extended criteria donor (ECD) hearts available with donation after brain death (DBD) are underutilized for transplantation due to limitations of cold storage. $TMDX can solve this issue with high survival rate"  
[X Link](https://x.com/FrameworkWisely/status/1769501643551244760)  2024-03-17T23:10Z [---] followers, [----] engagements


"One-stop shop for AI would be big win for Nvidia $NVDA That's super bullish going beyond hardware. In [----] I was suggested by a professor at University of Toronto to build robotics simulation using Nvidia Omniverse but it was just too early to use"  
[X Link](https://x.com/FrameworkWisely/status/1769837959879024794)  2024-03-18T21:27Z [---] followers, [---] engagements


"feels like Unity $U will be out of business. Am I understanding it correctly $NVDA CEO: "Today we're announcing that Omniverse Cloud streams to the $AAPL Vision Pro. And it is very very strange that you walk around virtual doors. When I was getting out of that car and everybody does it it is really really quite amazing. Vision Pro connected to https://t.co/ZLshsuJ8kY $NVDA CEO: "Today we're announcing that Omniverse Cloud streams to the $AAPL Vision Pro. And it is very very strange that you walk around virtual doors. When I was getting out of that car and everybody does it it is really really"  
[X Link](https://x.com/FrameworkWisely/status/1769844897207517219)  2024-03-18T21:54Z [---] followers, [----] engagements


"$NVDA Project Groot and Isaac Manipulator are gonna make some startup tech companies feel desperate 😨😨😨"  
[X Link](https://x.com/FrameworkWisely/status/1769896769784045913)  2024-03-19T01:20Z [---] followers, [---] engagements


"@LA_stevens_ $MDB not $MBD"  
[X Link](https://x.com/FrameworkWisely/status/1770085610771923344)  2024-03-19T13:51Z [---] followers, [---] engagements

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