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# ![@GrowthThesis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1881816198930903040.png) @GrowthThesis KJ’s Growth Thesis

KJ’s Growth Thesis posts on X about $lmnd, debt, $nbis, insurance the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1881816198930903040/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881816198930903040/c:line/m:interactions.svg)

- X Week XXXXX +162%
- X Month XXXXXX +666%
- X Months XXXXXX +5,189%

### Mentions: XX [#](/creator/twitter::1881816198930903040/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881816198930903040/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX +340%
- X Months XXX +2,657%

### Followers: XXX [#](/creator/twitter::1881816198930903040/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881816198930903040/c:line/m:followers.svg)

- X Week XXX +2.30%
- X Month XXX +26%
- X Months XXX +2,525%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1881816198930903040/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1881816198930903040/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1881816198930903040/influence)
---

**Social category influence**
[finance](/list/finance)  XX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XX%

**Social topic influence**
[$lmnd](/topic/$lmnd) #272, [debt](/topic/debt) 13.33%, [$nbis](/topic/$nbis) #243, [insurance](/topic/insurance) #2291, [$path](/topic/$path) #66, [longterm](/topic/longterm) #449, [$root](/topic/$root) #44, [balance sheet](/topic/balance-sheet) #1976, [$goog](/topic/$goog) 6.67%, [$aal](/topic/$aal) XXXX%

**Top accounts mentioned or mentioned by**
[@networthnotes](/creator/undefined) [@leotraydes](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@6figurecheck](/creator/undefined) [@nickbinvesting](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@mvcinvesting](/creator/undefined) [@lukebelmar](/creator/undefined) [@prosperoai](/creator/undefined) [@babyfolio](/creator/undefined) [@dividenddudex](/creator/undefined) [@accountingds](/creator/undefined) [@valuesenseio](/creator/undefined) [@theeuinvestor](/creator/undefined)

**Top assets mentioned**
[Lemonade, Inc. (LMND)](/topic/$lmnd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UiPath, Inc. (PATH)](/topic/$path) [The Root Network (ROOT)](/topic/$root) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [American Airlines Group Inc (AAL)](/topic/$aal) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Advanced Micro Devices (AMD)](/topic/$amd) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/$btc)
### Top Social Posts [#](/creator/twitter::1881816198930903040/posts)
---
Top posts by engagements in the last XX hours

"10. Root Insurance $ROOT Headquarted in Columbus Ohio where Im from so theyre automatically cooler. Very similar to $LMND but appears to have more of an edge in underwriting in auto (for now at least). Slower growing than $LMND but already profitable as $LMND isnt. Also seems to be as-good or better valuation. But $LMND is still my preferred pick in this space. *NEW POSITION*"  
[X Link](https://x.com/GrowthThesis/status/1981147477190549610) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T23:55Z XXX followers, XXX engagements


"4. UiPath $PATH UiPath dominates RPA (robotic process automation) basically automating all the repetitive office tasks humans hate doing. Whats exciting now is their move into agentic AI blending automation with reasoning so bots can make smarter context-based decisions. Theyve got a huge enterprise customer base already using their platform which gives them a head start as agentic automation go mainstream. Low debt and sticky customers and real-world use cases are all reasons Im invested"  
[X Link](https://x.com/GrowthThesis/status/1981147427655844131) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T23:55Z XXX followers, XXX engagements


"5. Oscar Health $OSCR Tech-first health insurance they control claims provider network and the platform which keeps costs down. Focused on individual and small group markets which are huge and growing. Showing improving margins (outside of Q2s medical loss ratio) and low debt setting them up for scalable growth. Im in for the long game as they prove a modern efficient approach to healthcare works"  
[X Link](https://x.com/GrowthThesis/status/1981147435331441130) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T23:55Z XXX followers, XXX engagements


"7. Robinhood $HOOD Robinhood simplified investing for a generation and their platform still attracts millions of active users. Moving beyond just trading into cash management crypto and subscription services to diversify revenue. Low debt and scalable tech make it easier to grow without burning the balance sheet. Im holding for the long-term as they continue monetizing a loyal young user base and expand into more areas"  
[X Link](https://x.com/GrowthThesis/status/1981147449558462592) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T23:55Z XXX followers, XX engagements


"8. Google $GOOG Still the leader in search and ads their AI integration keeps targeting and monetization cutting-edge. Cloud is growing fast and their AI tools position them for the next wave of enterprise adoption. Im holding for long-term growth across ads cloud AI and other bets like Waymo"  
[X Link](https://x.com/GrowthThesis/status/1981147458190397522) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T23:55Z XXX followers, XX engagements


"2. Lemonade Insurance $LMND Lemonades rebuilding insurance from the ground up with AI and automation: faster quotes instant claims and minimal overhead. Their loss ratios keep improving showing the models starting to work at scale. Little to no debt gives them flexibility while they expand into auto and home. Im in this one for the long-term compounding as efficiency and brand trust grow. And many more reasons that I could go on and on about"  
[X Link](https://x.com/GrowthThesis/status/1981147413802078713) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T23:55Z XXX followers, XXX engagements


"3. $AMD AMDs become a legit powerhouse in AI and data center chips closing the gap with NVIDIA faster than most expected. Their MI300 accelerators are finally gaining traction big cloud players are starting to diversify away from NVIDIA dependence. Strong balance sheet minimal debt and consistent execution under Lisa Su keep them positioned to ride the AI and compute wave long-term"  
[X Link](https://x.com/GrowthThesis/status/1981147420735234473) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T23:55Z XXX followers, XX engagements


"9. AST SpaceMobile $ASTS $ASTS is building a space-based cellular network basically giving 4G/5G coverage anywhere on Earth via satellites. Partnerships with big carriers mean adoption could scale fast once their constellation grows. First-mover advantage make this a high-risk high-upside play Im holding for long-term potential"  
[X Link](https://x.com/GrowthThesis/status/1981147467052961833) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T23:55Z XXX followers, XXX engagements


"@NickBInvesting @jakebrowatzke @mvcinvesting both of which brought $NBIS and $LMND / $PATH to my attention"  
[X Link](https://x.com/GrowthThesis/status/1981413401403543564) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-23T17:32Z XXX followers, 1695 engagements


"6. Amazon $AMZN Still the king of e-commerce and cloud AWS continues to dominate with huge margins and growth. Their logistics and fulfillment network is unmatched giving them a moat most cant touch. Expanding into AI advertising and subscription services adds even more growth engines. This is the easiest buy in the market right now"  
[X Link](https://x.com/GrowthThesis/status/1981147442444980644) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T23:55Z XXX followers, XX engagements


"These are strong BUYS right now: $NBIS $LMND $PATH $ROOT"  
[X Link](https://x.com/GrowthThesis/status/1981522586405392530) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-24T00:46Z XXX followers, XXX engagements


"@Leo_Traydes $AAL has worked good for me. Exactly X weeks in and Im up 13%. But thatll come down because my covered calls are slightly in the money"  
[X Link](https://x.com/GrowthThesis/status/1981532132238557661) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-24T01:24Z XXX followers, XXX engagements


"Update on $AAL wheel strategy: - Late on Friday my Cash Secured Puts were assigned because of the overall pullback - Bought XXX shares of $AAL at $XXXXX - Going to be selling Covered Calls for $XX premium - If I get assigned I keep the $XX and repeat the process; if not I still keep the $XX and sell more CCs next week"  
[X Link](https://x.com/GrowthThesis/status/1977486229319872920) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-12T21:27Z XXX followers, XXX engagements


"Could be a good time to start a position if you havent already $NBIS"  
[X Link](https://x.com/GrowthThesis/status/1980642234539397288) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-21T14:28Z XXX followers, XXX engagements


"@DividendDude_X $GOOG is so much more than a search browser"  
[X Link](https://x.com/GrowthThesis/status/1980697715236565451) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-21T18:08Z XXX followers, XXX engagements


"@WheelieInvestor $NBIS"  
[X Link](https://x.com/GrowthThesis/status/1980718354047685092) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-21T19:30Z XXX followers, XXX engagements


"@WheelieInvestor If you get assigned do you sell your shares at a loss or do you hold the shares Been thinking about using margin for CSP too but idk how id handle getting assigned"  
[X Link](https://x.com/GrowthThesis/status/1980815935637516496) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T01:58Z XXX followers, XX engagements


"@accounting_ds One of the best parts about starting my X account is to interact with such cool people and hear their stories like this one. Super inspiring man Im looking forward to following your journey"  
[X Link](https://x.com/GrowthThesis/status/1980853423257088113) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-22T04:27Z XXX followers, XX engagements


"@NetWorthNotes And you could do it for way out of the money cash secured puts. Even if the premiums are a couple dollars a day that would double my daily $BTC buy lol"  
[X Link](https://x.com/GrowthThesis/status/1981401687308083701) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-23T16:45Z XXX followers, XX engagements


"@NetWorthNotes @ValueSense_io For real Resources like X man retail is almost becoming stronger than institutions"  
[X Link](https://x.com/GrowthThesis/status/1981532960370413588) [@GrowthThesis](/creator/x/GrowthThesis) 2025-10-24T01:27Z XXX followers, XX engagements