[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @HighSell53466 Buy High Sell Low Buy High Sell Low posts on X about $deck, hoka, ugg, iren the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1937749820602753024/interactions)  - X Week XXXXXX +139% ### Mentions: XX [#](/creator/twitter::1937749820602753024/posts_active)  - X Week XXX +17% ### Followers: XXX [#](/creator/twitter::1937749820602753024/followers)  - X Week XXX +30% ### CreatorRank: XXXXXXX [#](/creator/twitter::1937749820602753024/influencer_rank)  ### Social Influence [#](/creator/twitter::1937749820602753024/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$deck](/topic/$deck) 7.65%, [hoka](/topic/hoka) 4.44%, [ugg](/topic/ugg) 3.7%, [iren](/topic/iren) 3.46%, [$iren](/topic/$iren) 3.46%, [$vktx](/topic/$vktx) 3.21%, [amt](/topic/amt) 2.72%, [$amt](/topic/$amt) 2.72%, [$cci](/topic/$cci) 2.72%, [$tsla](/topic/$tsla) #872 **Top accounts mentioned or mentioned by** [@knielsen2000](/creator/undefined) [@drcm4t](/creator/undefined) [@glptrackerapp](/creator/undefined) [@fiscalai](/creator/undefined) [@gorgeoussch](/creator/undefined) [@bernardgoldste6](/creator/undefined) [@btcrenaissance](/creator/undefined) [@financebully](/creator/undefined) [@bavariaron](/creator/undefined) **Top assets mentioned** [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [American Tower Corp (AMT)](/topic/$amt) [Crown Castle Inc (CCI)](/topic/$cci) [Tesla, Inc. (TSLA)](/topic/$tsla) [Agilon Health, Inc. (AGL)](/topic/$agl) [HCA Healthcare Inc (HCA)](/topic/$hca) [SATS (Ordinals) (SATS)](/topic/$sats) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Bitcoin (BTC)](/topic/bitcoin) [GoldPro Token (GPRO)](/topic/$gpro) [BitMine (BMNR)](/topic/$bmnr) [Nike Inc (NKE)](/topic/$nke) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [MARA Holdings, Inc. (MARA)](/topic/$mara) [GM (GM)](/topic/$gm) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Danaher Corporation (DHR)](/topic/$dhr) [Verizon Communications Inc. (VZ)](/topic/$vz) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [UnitedHealth Group (UNH)](/topic/$unh) [Elevance Health Inc (ELV)](/topic/$elv) [Centene Corp (CNC)](/topic/$cnc) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Metadium (META)](/topic/$meta) [Bitfarms Ltd. (BITF)](/topic/$bitf) [CLEANSPARK INC (CLSK)](/topic/$clsk) [AT&T Inc. (T)](/topic/$t) [Viking Holdings Ltd (VIK)](/topic/$vik) [Toyota Motor Corporation (TM)](/topic/$tm) ### Top Social Posts [#](/creator/twitter::1937749820602753024/posts) --- Top posts by engagements in the last XX hours "Geographic moat $HCA HCA doesnt try to be everywhereit clusters hard. It dominates in key regions like: Florida Texas Tennessee Virginia Why it works: Local scale = leverage with payers Dense physician and referral networks Shared infrastructure = lower per-site costs In many markets $HCA is the only serious provider at scale. Thats not just market shareits pricing power"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941486383220011476) 2025-07-05 13:16:39 UTC XXX followers, XX engagements "Tech + data = operational edge $HCA HCA quietly runs one of the most advanced data ops in healthcare: 35M+ patient encounters annually Deep EHR integration + clinical analytics Standardized care pathways = better outcomes lower variation Predictive staffing + capacity planning This isnt about flashy AI. Its about turning data into marginand doing it across XXX hospitals at scale"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941491726964691383) 2025-07-05 13:37:53 UTC XXX followers, XX engagements "$TSLA and $VWAGY dont just sell carsthey own the roads. Every ride tracked optimized monetized. No insurance no dealers no repairsjust fleets of autonomous EVs. $UBER A plugin. $GM $F $TM Watching their customers disappear. Robotaxis turn transport into software"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948528958149894454) 2025-07-24 23:41:20 UTC XXX followers, XXX engagements "$AGL by the numbers : 420K attributed Medicare Advantage members XX physician group partners across 12+ states $1.5B in total revenue Medical margin (after paying claims): 1215% Net income Still negativescale is key to profitability The business model works at scale. The current question: can they reach it fast enough"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943347835895746604) 2025-07-10 16:33:24 UTC XXX followers, XX engagements "$AGL is betting big on value-based carewhere doctors are paid for keeping patients healthy not just treating illness. Its a tough shift in U.S. healthcare but if $AGL nails execution margins could expand dramatically"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947979627667837156) 2025-07-23 11:18:29 UTC XXX followers, XXX engagements "$GPRO hardware sales are seasonal and volatilegreat for holidays rough in Q1. Meanwhile $AAPL and $SNE grab attention with phones and cameras that rival GoPros. Without a software moat or creator ecosystem $GPRO risks being a niche gadget brand"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948009837801197887) 2025-07-23 13:18:32 UTC XXX followers, XX engagements "Think of $AMT and $CCI as digital landlords. Instead of renters they lease to Verizon. Instead of apartments they rent vertical space. Instead of late rent they get 10-year contracts with escalators. This isnt REIT exposure for yield-chasers. Its infrastructure-as-a-service for the wireless economy"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941483360670372126) 2025-07-05 13:04:38 UTC XXX followers, XX engagements "$SATS is building out the backbone of satellite-based connectivity. While $IRDM and $ASTS chase direct-to-device hype $SATS is quietly positioning itself as the infrastructure layer others will rely on"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947549426412634187) 2025-07-22 06:49:01 UTC XXX followers, XXX engagements "$OSCR isnt just a health insurerits a tech company in disguise. With a cloud-native claims system and real-time data flows $OSCR could scale like $TDOC or $HIMSbut in a regulated space where legacy still dominates. High risk but high operational leverage if it clicks"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947741032122044779) 2025-07-22 19:30:23 UTC XXX followers, XXX engagements "Profit engine $HCA HCA isnt just bigits deliberately efficient. Key levers: Centralized purchasing leverage in supplies & equipment Physician alignment many doctors are employed not just affiliated Standardized clinical protocols less variation better outcomes High fixed-cost leverage more volume = higher margin Outpatient shift higher throughput lower overhead This is hospital care run with private equity logic: Volume up cost per patient down margins intact"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941485960287428776) 2025-07-05 13:14:58 UTC XXX followers, XX engagements "@fiscal_ai HOKA is the Patagonia of feet. $DECK sells you performance wellness and subtle flexall in one oversized sole. Running clubs arent about fitnesstheyre about status story and Instagram. And HOKA is the uniform"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948767448620007888) 2025-07-25 15:29:00 UTC XXX followers, XX engagements "$DECK relies heavily on the UGG brand for revenue. If UGG falls out of favor or trends shift rapidly that concentration risk could hit hardespecially with fashion cycles accelerating and consumer tastes fragmenting"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948753033749262793) 2025-07-25 14:31:43 UTC XXX followers, XX engagements "$DECK growth has been powered by international expansionbut what if macro headwinds stall that Currency risk supply chain friction and softening demand in Asia could all compress margins fast"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948742323849818379) 2025-07-25 13:49:10 UTC XXX followers, XX engagements "$VKTX sits in a sweet spot: small enough for outsized returns but with data strong enough to draw Big Pharma attention. If M&A heats up in the obesity space $VKTX might not stay independent for long"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946911667444715673) 2025-07-20 12:34:48 UTC XXX followers, 1629 engagements "Outsmart the market with these insights into agilon health $AGL Cable One $CABO and Abacus Global Management $ABAC. Each offers a unique play on execution scale and strategic shiftsnavigating volatility with very different approaches. Lets dig in"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943246172887417301) 2025-07-10 09:49:26 UTC XXX followers, XXX engagements "$DECK has mastered category creation. Instead of chasing trends it sets them: $HOKA created the maximalist running category $UGG redefined cold-weather luxury Next up Global expansion new silhouettes and growing DTC dominance This isnt just footwearits brand engineering"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948730463666716729) 2025-07-25 13:02:02 UTC XXX followers, XX engagements "$AMT and $CCI are boringuntil they arent. When rates drop they rip. When data demand spikes theyre the quiet winners. When carriers merge they sweat briefly. These arent meme stocks. Theyre yield machines disguised as tech infrastructure. And in a world choking on volatility boring might just outperform"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941421902918046078) 2025-07-05 09:00:26 UTC XXX followers, XX engagements "agilon health $AGL = Value-Based Infrastructure Think of it like a backend for population health: Data platform for risk stratification Claims + utilization analytics Actuarial modeling Incentive alignment with physicians Contracting with Medicare Advantage payors Its not replacing doctors Its giving them the tools to compete with scaled systems"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943251068801941535) 2025-07-10 10:08:53 UTC XXX followers, XXX engagements "$BMNR small float and concentrated asset base make it highly sensitive to commodity price moves. If lithium rare earths or cobalt spike$BMNR becomes a torque play with exponential upside"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947892210550141373) 2025-07-23 05:31:07 UTC XXX followers, XX engagements "HOKA didnt ask runners for permission. It showed up with moon shoes and said Youll thank us later. Now even ultramarathoners swear by the marshmallow bounce. $DECK is proof that weird wins when performance delivers"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948803061620900282) 2025-07-25 17:50:31 UTC XXX followers, X engagements "UGG isnt just backit never left. In a post-sneaker world where status is casual $DECK turned sheepskin into cultural dominance. Teen girls wear UGGs the way boys wore Jordans: not for function but for tribal belonging"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948767204322807844) 2025-07-25 15:28:02 UTC XXX followers, XX engagements "HOKA is the Patagonia of feet. $DECK sells you performance wellness and subtle flexall in one oversized sole. Running clubs arent about fitnesstheyre about status story and Instagram. And HOKA is the uniform"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948767284886917623) 2025-07-25 15:28:21 UTC XXX followers, XX engagements "$AGL operates in a space dominated by incumbents like $UNH $ELV and $CNC. To win it needs to offer better outcomes at lower costs. If it can prove that value consistently scale will followand margins with it"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947979944929190311) 2025-07-23 11:19:45 UTC XXX followers, XXX engagements "Locked-in energy contracts are a key edgebut if prices fall or capacity goes unused $IREN might end up overpaying while $RIOT or $WGMI stay flexible"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947369290149109841) 2025-07-21 18:53:13 UTC XXX followers, XXX engagements "$GPRO is trying to pivot into recurring revenue with cloud storage and editing tools. The idea Turn every GoPro user into a subscriber. But $AAPL $GOOGL and even $META dominate the media cloud space. Tough battle unless GoPro owns the full content creation pipeline"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948009491997282680) 2025-07-23 13:17:09 UTC XXX followers, XXX engagements "$SATS isnt just satellitesits a convergence play. With the EchoStar merger its building a vertically integrated pipeline from space infrastructure to consumer service. If $IRDM is narrowband $SATS wants to be broadbands gatekeeper"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947660474327437820) 2025-07-22 14:10:17 UTC XXX followers, XXX engagements "$DECK is a rare retail powerhouse. Margins strong. Inventory tight. Consumer loyalty unmatched. While $NKE and $ADIDY wrestle with channel bloat and discounting $DECK keeps growing full-price DTC sales. Its not just UGGsHOKA is becoming a global brand engine"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948025513403887745) 2025-07-23 14:20:49 UTC XXX followers, XX engagements "$DECK is mastering scarcity economics. By limiting supply of key SKUs like the UGG Tasman or HOKA Clifton they drive hype keep markdowns low and preserve premium brand perception. Its not about how much you sellits how much people want what you wont sell"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948731531993686291) 2025-07-25 13:06:17 UTC XXX followers, XX engagements "$DECK cracked the code: HOKA owns the run club crowdstatus shoes for people who chase PRs and dopamine. UGG owns the Gen Z girlthe uniform of TikTok brunch and casual dominance. $DECK didnt just make shoes. They built tribes"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948765309931835504) 2025-07-25 15:20:30 UTC XXX followers, XX engagements "$AMT and $CCI are how you long bandwidth without picking chip stocks. Dont know who wins 6G Dont want to guess which carrier lives Dont care if TikTok or Threads survives Own the tower. Every ping post and call pays rent. $AMT gets you global growth. $CCI gets you U.S. safety. Both = long data short noise"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941407783565291798) 2025-07-05 08:04:19 UTC XXX followers, XX engagements "$DECK isnt just running the raceits lapping the field. While $NKE dilutes brand equity chasing hype and $ADDYY fumbles with identity crises $DECK quietly builds cult followings with HOKA and UGG. Brand power pricing control and real momentum"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948734503368773655) 2025-07-25 13:18:05 UTC XXX followers, XX engagements "$SW just completed the Smurfit Kappa and WestRock merger. Now one of the largest sustainable packaging players globally. Todays move likely reflects optimism around cost synergies and scale benefits"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1940076054095462875) 2025-07-01 15:52:30 UTC XXX followers, XX engagements "$AMT and $CCI are proof that infrastructure can be software. Predictable recurring revenue High incremental margins Low churn Network effects (tenants attract tenants) This isnt just real estate. Its physical SaaS. Only difference Instead of code they deploy steel. Instead of bugs they fight zoning boards. Same economics. Different tools"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941454448460542056) 2025-07-05 11:09:45 UTC XXX followers, XX engagements "$TECH is a quiet powerhouse. Dominates in specialized reagents and proteins used in life sciences research. Less hype more recurring revenue. Not flashy but when biotech booms $TECH cashes in"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948007391267524889) 2025-07-23 13:08:48 UTC XXX followers, XX engagements "$DECK isnt just riding a trendit is the trend. $UGG owns winter $HOKA dominates runners Margins Nike growth Adidas DTC at 50%+ and expanding This isnt just footwear. Its a consumer brand engine firing on all cylinders"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948700224676905401) 2025-07-25 11:01:53 UTC XXX followers, XX engagements "$SATS flies under the radar but its powering the pipes of space-based connectivity. As $TSLA bets on satellites for autonomy and $AMZN builds Kuiper $SATS is quietly stacking contracts and spectrum. Quiet compounder or sleeping giant"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947632677089079610) 2025-07-22 12:19:50 UTC XXX followers, XXX engagements "What is $DHR (Danaher Corporation) Danaher is a global science and technology conglomerate. Operates across life sciences diagnostics and biotechnology Known for precision instruments lab automation and consumables Customers include hospitals pharma and academic research labs Business model revolves around recurring high-margin revenue Its not flashy. Its foundational"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1942980410775920963) 2025-07-09 16:13:23 UTC XXX followers, XXX engagements "$VKTX is sitting on a pipeline that looks tailor-made for a buyout. If its obesity drug shows superiorityor even paritywith $NVO or $LLY offerings Big Pharma may not wait for Phase X to knock"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947280412855713826) 2025-07-21 13:00:03 UTC XXX followers, 2332 engagements "$TSLA is building the Android of autonomyhardware software data and deployment all under one roof. $UBER and $LYFT rely on drivers. $TSLA eliminates them. $GOOG has Waymo but no mass production advantage. Autonomy isnt just a featureits Teslas moat"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948492148405395676) 2025-07-24 21:15:04 UTC XXX followers, XX engagements "$AMT and $CCI are capital-intensive upfrontbut capital-efficient long-term. Once a tower is built: Maintenance is minimal Tenants stack with near-zero incremental cost Contracts last XXX years with built-in rent bumps Its not about volume. Its about monetizing the same vertical asset over and over again. Thats the hidden compounding engine"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941483134698111361) 2025-07-05 13:03:44 UTC XXX followers, XXX engagements "$VKTX isnt just riding the GLP-1 waveits designing next-gen versions with dual and triple agonists. If they work $VKTX could leapfrog first-movers on efficacy and side effects"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946576168607436927) 2025-07-19 14:21:38 UTC XXX followers, XXX engagements "$DECK is priced for perfection. Any slowdown in consumer discretionary spendingor a shift in fashion cyclescould derail its growth trajectory fast. Premium brand pricing meets economic reality"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948735052885512550) 2025-07-25 13:20:17 UTC XXX followers, XX engagements "Business model $HCA $HCA generates revenue primarily from: Inpatient admissions Outpatient procedures Emergency care Physician services Payers: XX% commercial (high-margin) XX% government (Medicare/Medicaid = lower-margin) XX% self-pay/uninsured The model: Drive volume Optimize mix Control costs"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941485033685934401) 2025-07-05 13:11:17 UTC XXX followers, XX engagements "$VKTX is late to the GLP-1 race but theyre not trying to be the next $LLY or $NVO. Theyre aiming for next-gen oral delivery dual agonists lean mass retention. This isnt catch-up. Its a leap"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946496482871259154) 2025-07-19 09:05:00 UTC XXX followers, 3585 engagements "What is agilon health $AGL agilon partners with physician groups to transition them into value-based care moving away from fee-for-service toward fixed payments for managing patient outcomes. Its not a clinic operator. Its a platform for independent doctors to take financial risk in Medicare Advantage"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943246355461251242) 2025-07-10 09:50:09 UTC XXX followers, XXX engagements "$VKTX is swinging for the fences in NASH a space heating up with $MDGL and $LLY circling. With $VKTXs selective thyroid receptor beta agonist showing promise dont be shocked if $MRK or $GILD start sniffing around. Biotech M&A season is always open"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947309368048775219) 2025-07-21 14:55:07 UTC XXX followers, XXX engagements "$AGL target: the independent physician In a world dominated by hospital systems and corporate chains agilon helps community-based primary care doctors: Stay independent Participate in Medicare Advantage risk-sharing Get access to capital data and payor relationships agilon doesnt own the practice It enables the practice to operate like a high-performance risk-bearing entity"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943274445633687704) 2025-07-10 11:41:46 UTC XXX followers, XXX engagements "$VKTX is playing biotech chess not checkers. While $AMGN focuses on obesity and $PFE spins down its pipeline $VKTX is quietly stacking data in NASH and obesity two of the biggest prize pools. Small cap today acquisition target tomorrow"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947309632524894330) 2025-07-21 14:56:10 UTC XXX followers, XXX engagements "Capital allocation $HCA HCA runs like a capital allocator with a surgical toolkit: Capex: $45B/year for new hospitals tech upgrades outpatient expansion Buybacks: aggressivehas repurchased billions in stock over the last decade Dividends: steady but secondary to repurchases M&A: selective tuck-ins not empire building HCA isnt trying to grow for show. Its scaling where it has pricing leverage cost control and a moat"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941487236786114707) 2025-07-05 13:20:02 UTC XXX followers, XX engagements "$SATS real edge EchoStars satellite fleet + DISHs spectrum = a hard-to-replicate infrastructure base. While $TMUS and $VZ fight over urban 5G rollout $SATS aims at rural coverage private networks and IoThigh-margin niches others ignore"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947674121623539973) 2025-07-22 15:04:31 UTC XXX followers, XXX engagements "Why does this matter now Medicare Advantage enrollment is boomingnow over XX% of all Medicare lives. CMS wants better outcomes at lower cost. But most docs arent equipped to take on risk alone. Thats where $AGL steps in offering scale actuarial muscle and operational lift to make it possible"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943347686901485683) 2025-07-10 16:32:48 UTC XXX followers, XX engagements "Buy High Sell Low Newsletter As the world of finance continues to evolve keep an eye on these emerging players making headlines: K Wave Media Ltd. NuScale Power Corporation and Theratechnologies Inc. each carving out their unique niches in their respective industries. K Wave Media Ltd. $KWM Market Cap: $349119520.80 Key Signal: K Wave Media is gaining traction with a new $X billion capital capacity aimed at bolstering its Bitcoin treasury strategy alongside a $XXX million convertible bond agreement with Anson Funds. How the Company Makes Money: Formed to enter into a business combination"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1945921185641800172) 2025-07-17 18:58:58 UTC XXX followers, XXX engagements "$IREN revenue is tied directly to Bitcoin price volatility. Even with efficient ops a sharp BTC drawdown slashes top-line growth and compresses margins"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947368482221285534) 2025-07-21 18:50:01 UTC XXX followers, XXX engagements "$GPRO hardware sales are highly seasonal and dependent on product launches. That creates revenue lumpiness and weak predictability. In contrast $AAPL and $GOOGL have ecosystems that lock in recurring revenue. Without stickiness $GPRO is just another gadget maker"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948018543607386435) 2025-07-23 13:53:07 UTC XXX followers, XXX engagements "Competition $HCA HCAs real moat isnt just size. Its discipline + density. Peers include: Universal Health Services ($UHS): focused on behavioral + acute care Tenet ($THC): owns hospitals + ambulatory surgery centers Nonprofit systems: Mayo Cleveland Clinic Providence (mission-driven tax advantaged) But $HCA wins by: Owning the entire local care funnel Running hospitals like cost centers not brand trophies Avoiding fragmented markets In most cases its not a price warits a scale war"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941491927431479761) 2025-07-05 13:38:41 UTC XXX followers, XX engagements "$VKTX is the biotech version of a leverage trade. Massive upside if their GLP-1 candidate works because $LLY and $NVO already proved the market. But no revenue no products. This is biotech roulette with a loaded chamber aimed at the moon"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947222895941276120) 2025-07-21 09:11:30 UTC XXX followers, XXX engagements "$SATS isnt just riding the satellite waveits building the infrastructure for it. From mobility to defense its diversified segments offer a hedge against pure-play space bets like $RKLB or $ASTS. Its telecom but orbiting"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947576520819736916) 2025-07-22 08:36:41 UTC XXX followers, XXX engagements "$NXDR is positioned at the intersection of cybersecurity consolidation and AI-driven detection. While $PANW and $CRWD dominate headlines $NXDR could be the picks-and-shovels play for companies re-architecting threat response stacks from scratch. Underdog narrative. Market validation baked in"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947727534545641694) 2025-07-22 18:36:45 UTC XXX followers, XXX engagements "A Bitcoin ETF approval would de-risk crypto exposure broadlybut until then miners like $IREN $RIOT and $CORZ face an uneven regulatory landscape"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947391177877295235) 2025-07-21 20:20:12 UTC XXX followers, XXX engagements "TL;DR wrap-up on $BITF: A gritty globally diversified miner with: Ultra-low-cost energy Big hashrate ambitions Transparency and ops discipline And a few bruises from boardroom brawls If you want raw Bitcoin exposurewithout the fluffBitfarms is worth watching"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1944842818553323724) 2025-07-14 19:33:56 UTC XXX followers, XXX engagements "$GREE is trying to pivot from legacy energy to high-performance computing (HPC) and crypto hosting. But: Its undercapitalized compared to $MARA $CLSK $IREN Faces regulatory heat and high power costs No real moat in hosting Could work if the Bitcoin bull run is massive. But margin for error is razor-thin"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948048468225712549) 2025-07-23 15:52:02 UTC XXX followers, XXX engagements "$TSLA is setting the stage for an autonomous future. If it cracks FSD at scale it disrupts $UBER pressures $LYFT marginalizes $GMs Cruise and leapfrogs $GOOGs Waymo. The entire transportation stackfrom software to energyis in play. One breakthrough changes everything"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948528107641786651) 2025-07-24 23:37:57 UTC XXX followers, XXX engagements "$DHR spun off Veralto ($VLTO) in 2023. Why Veralto housed Danahers environmental and applied solutions businesses. Water quality product identification industrial testing Solid businessesbut outside the core life sciences strategy By spinning off $VLTO $DHR sharpened its focus: From diversified conglomerate to pure-play health and science innovator"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943009128047087685) 2025-07-09 18:07:30 UTC XXX followers, XX engagements "Mining sites are geographically concentrated. That means a single regulatory or weather-related disruption could knock out a major share of $IREN capacity"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947351729156067649) 2025-07-21 17:43:26 UTC XXX followers, XX engagements "$DECK valuation assumes continued momentumbut any slowdown in growth or margin compression could lead to rapid multiple contraction. High expectations cut both ways"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948758963643662624) 2025-07-25 14:55:17 UTC XXX followers, XX engagements "$IREN operates in multiple jurisdictions exposing it to evolving mining regulations in both Australia and North Americaunlike $MARA or $CIFR which are mostly U.S.-based"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947391313030353082) 2025-07-21 20:20:44 UTC XXX followers, XXX engagements "$DECK trades at a premium but how much of that is just hype around $HOKA If the running shoe trend coolsor if competitors catch upmultiple contraction could hit hard"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948739910967459896) 2025-07-25 13:39:35 UTC XXX followers, XX engagements "$TSLA is no longer just a car company. Its a robotaxi empire in the makingcharging stations ($CHPT) self-driving AI ($NVDA) chip design ($AMD) ride-hailing threat to $UBER insurance disrupter ($ALL) and fleet logistics tech. Its vertical integration on autopilot"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948527773028348407) 2025-07-24 23:36:37 UTC XXX followers, XX engagements "$TSLA $UBER $GM $F Owning a car will be like owning a horse. Charming. Outdated. Inconvenient. $TSLA isnt building cars its killing car ownership. $UBER isnt just a ride app its a real estate unlock. Robotaxis wipe out: Auto dealers Insurance margins Parking garages Urban planners assumptions Controversial Only if youre long the past"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948476973774504237) 2025-07-24 20:14:46 UTC XXX followers, XX engagements "$AMT vs. $CCI is a question of conviction vs. comfort. $AMT = global reach higher growth FX risk $CCI = U.S.-only fiber-heavy safer cash flows One bets on emerging markets and mobile expansion. The other bets on U.S. zoning laws and carrier lock-in. Both win if the world keeps streaming scrolling and shouting into 5G"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941408247442706641) 2025-07-05 08:06:10 UTC XXX followers, XX engagements "$TSLA joins forces with $VWAGY to dominate a world ruled by robotaxis. No car ownership. No parking lots. Cities redesigned. $UBER and $LYFT become middleware or die trying. Legacy automakers Fossils. A transport oligopoly of code data and energyled by Tesla"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948528646836089236) 2025-07-24 23:40:05 UTC XXX followers, XXX engagements "Outsmart the market with a keen eye on Danaher Corporation $DHR Constellation Energy Corporation $CEG and Vistra Corp. $VST as these companies navigate transformative industry trends and strategic shifts. Recent news highlights include breakthroughs in CRISPR gene editing nuclear power investment opportunities and AI-driven energy solutions underscoring significant market developments across life sciences diagnostics and energy sectors"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1942980802989731870) 2025-07-09 16:14:56 UTC XXX followers, 3646 engagements "$SATS isnt competing with $T or $VZ head-onits building where others dont go. Remote logistics hubs offshore energy maritime fleets. Its less about consumer volume more about industrial necessity. High-margin sticky contracts"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947726555859271725) 2025-07-22 18:32:52 UTC XXX followers, XX engagements "If fashion cycles shift or consumer sentiment weakens $DECK could be exposed. Heavy reliance on a few star brands like HOKA makes it vulnerable to trend reversals"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948759969257410702) 2025-07-25 14:59:17 UTC XXX followers, XX engagements "$GPRO attempts to diversify into software and subscription services havent delivered breakout success. Their subscriber base remains modest and content monetization is limited. Compare that to $META or $NFLXplatforms that scale content with explosive margins. $GPRO still feels like a one-trick pony"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948018721810690231) 2025-07-23 13:53:50 UTC XXX followers, XX engagements "$VKTX is riding the GLP-1 wavebut with a twist. Their dual agonist approach targets both weight loss and NASH aiming for best-in-class efficacy. If the science holds this isnt just another me too playits a leapfrog"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947255790420562111) 2025-07-21 11:22:13 UTC XXX followers, XXX engagements "UGG was mocked as a passing fad. Now its a cultural staple from Gen Z to influencers. Fashion may sneer but comfort dominates closets. $DECK turned ridicule into a billion-dollar lifestyle brand"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948803197470212139) 2025-07-25 17:51:03 UTC XXX followers, XX engagements "$DECK DTC engine keeps getting stronger. Over XX% of revenue now comes from direct-to-consumer channels. That means better margins tighter customer data and more brand control. Theyre not just selling shoestheyre owning the entire customer experience"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948730677333053443) 2025-07-25 13:02:53 UTC XXX followers, XX engagements "Changes in energy export/import laws (esp. in Canada & Australia) could alter power dynamics. $IREN low-cost model is solid but vulnerable to policy shocks"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947391233740902838) 2025-07-21 20:20:25 UTC XXX followers, XXX engagements "$DECK cracked the code: UGG dominates the soft luxury market for Gen Z women HOKA owns the performance-to-casual crossover for runners Its not fashionits function disguised as fashion. And its scaling"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948765731799113910) 2025-07-25 15:22:11 UTC XXX followers, XX engagements "$BMNR isnt your typical momentum stock. Its a sleeperlow liquidity low coverage high asymmetry. If resource nationalism or mineral scarcity hits headlines again $BMNR becomes front page"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947882939481526655) 2025-07-23 04:54:17 UTC XXX followers, XX engagements "Imagine this: Solana gaming goes mainstream NFT infra demand explodes Devs need liquidity rails marketplaces and analytics Whos already built all that $TNSR. Theyre not just ahead on producttheyre infrastructure-ready for the next Solana wave"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947932755125227631) 2025-07-23 08:12:14 UTC XXX followers, XX engagements "Hashrate efficiency is a moving target. If $IREN lags in deploying the latest ASICs or optimizing firmware it loses competitive edge fast. Mining is a treadmill stop running and you fall off"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947351772109947258) 2025-07-21 17:43:37 UTC XXX followers, XXX engagements "$AMT is the call option. $CCI is the covered call. $AMT gives you upside in India Africa LatAmbut you eat the currency swings $CCI gives you slow steady U.S. rent checksbut growth is capped If you want tower exposure with edge: $AMT If you want tower exposure with sleep: $CCI Same asset class. Different volatility. Choose your yield weapon"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941409702748828041) 2025-07-05 08:11:57 UTC XXX followers, XX engagements "Payor mix = margin risk $HCA $HCA lives and dies by who pays the bill. Current mix: Commercial insurance: XX% of revenue high-margin Medicare: XX% fixed rates lower margins Medicaid: XX% very low margin Uninsured/self-pay: XXX% variable recovery The risk A shift toward government payors compresses margins. The edge HCA has scale + discipline to stay profitableeven in a Medicare-heavy world"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941486927829455271) 2025-07-05 13:18:49 UTC XXX followers, XX engagements "$DECK didnt buy trendsthey manufactured them. HOKA turned performance into personality. UGG turned comfort into culture. While Nike chases hype cycles $DECK quietly locked in lifestyle monopolies"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948765465863471191) 2025-07-25 15:21:08 UTC XXX followers, XX engagements "The bet behind $AMT and $CCI is simple: The world will need more signal. That signal needs physical space. And whoever owns the verticals owns the cash flow. No matter what changes in techcloud AI blockchain every byte still needs a place to stand. Towers arent innovation. Theyre infrastructure that gets paid every time innovation shows up"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941476642292982185) 2025-07-05 12:37:57 UTC XXX followers, XX engagements "$TSLA isnt competing with $GM or $F. Its quietly taking aim at $UBER $LYFT and even $GOOGL. If autonomy works Tesla owns the ride-hailing layer and the infrastructure underneath. Margin profile Full-stack. Thats how empires scale"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948492070642983345) 2025-07-24 21:14:45 UTC XXX followers, XX engagements "HOKA isnt just selling shoes its selling belonging. Every run club every finish line every social post reinforces the tribe. Thats not marketing. Thats identity. $DECK turned performance into community and priced it like premium fashion"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948766320159277248) 2025-07-25 15:24:31 UTC XXX followers, XX engagements "$IREN is highly exposed to $BTC price volatility. Unlike $MARA or $CLSK it runs leanbut sharp BTC drawdowns hit revenue hard compressing margins fast"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947369183462789516) 2025-07-21 18:52:48 UTC XXX followers, XXX engagements "$IREN has low debt vs. $HIVE or $BITF but any major expansion likely needs financing. In tight credit cycles thats a scaling headwind"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947369244141801554) 2025-07-21 18:53:02 UTC XXX followers, XXX engagements "$IREN vertically integrated model gives it control over infrastructure and energybut also exposes it to more execution risk. If anything in the stack underperforms uptime and revenue take the hit"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947351629914611878) 2025-07-21 17:43:03 UTC XXX followers, XX engagements "$GREE (Greenidge Generation Holdings) is a high-risk high-volatility Bitcoin miner with: Legacy natural gas plant assets Exposure to regulatory crackdowns on carbon emissions Balance sheet pressure and dilution risks Opportunity if BTC rallies and power markets stabilize Not for the faint-hearted"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948048338072547513) 2025-07-23 15:51:31 UTC XXX followers, XX engagements "$VKTX balance sheet remains healthy with over $500M in cash and equivalents. That gives them a long runwayenough to fund pivotal trials without rushing to dilute. In biotech cash = time"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946565793832935472) 2025-07-19 13:40:25 UTC XXX followers, XXX engagements "$GREE wants to play in the same arena as $IREN $MARA $CLSKbut its showing up with less scale older infrastructure and limited capital. Hosting + mining hybrid sounds good Until you realize its fighting against better-capitalized more efficient operators. Its not impossible. But its not probable"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948048957139243048) 2025-07-23 15:53:59 UTC XXX followers, XXX engagements "$TSLA robotaxis + $VWAGY fleet + $NVDA compute = mobility supercycle. No drivers. No downtime. No limits. The winners arent automakerstheyre platforms"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948626676830929004) 2025-07-25 06:09:38 UTC XXX followers, XXX engagements "Nike $NKE If tariffs rise and Nike reshuffles production expect a transitional margin dip: Shifting manufacturing to lower-tariff countries (e.g. India Mexico) takes time and capital. Supply chain realignment brings temporary inefficiencies and logistical challenges. Contract renegotiations and facility investments could pressure near-term earnings. Investors need to price in execution risk during any supply chain pivot"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946136388329517559) 2025-07-18 09:14:07 UTC XXX followers, XXX engagements "$DECK isnt riding a wave its the one creating it. While others test influencer campaigns $DECKs brands are the influence. HOKA owns the starting line. UGG owns the street. Margins growth loyalty $DECK is textbook brand power"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948766067095953421) 2025-07-25 15:23:31 UTC XXX followers, XX engagements "Power purchase agreements are a cost advantagebut long-term deals could turn into liabilities if energy prices collapse or if $IREN overcommits to underutilized sites"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947368575640936644) 2025-07-21 18:50:23 UTC XXX followers, XXX engagements "Resilient Giants: Discover how American Tower Corporation $AMT HCA Healthcare $HCA and Crown Castle Inc. $CCI are navigating the stormy market with strategic moves and robust infrastructures. The latest news highlights their steady dividend flows strategic leadership transitions and resilience in the face of economic volatility"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1940873024778998098) 2025-07-03 20:39:23 UTC XXX followers, XXX engagements "$SATS may not be flashy but its entrenched. With $AMZN backing and DISH merger synergies its evolving into a stealthy infrastructure play. While $T and $VZ chase scale $SATS locks in specialized dominance"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947726893048074336) 2025-07-22 18:34:12 UTC XXX followers, XX engagements "$SATS isnt just a satellite operatorits an infrastructure layer. As $AMZN pushes Project Kuiper and $TSLA deploys Starlink $SATS becomes a quiet enableror competitordepending on the bandwidth battleground. Dont ignore the sleeper in space"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947637004457709667) 2025-07-22 12:37:01 UTC XXX followers, XX engagements "$BMNR exploration stage means its earlybut thats also where the asymmetric upside lives. If even one of its sites confirms commercial viability revaluation could be massive compared to current market cap"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947927396054675822) 2025-07-23 07:50:56 UTC XXX followers, XX engagements "$DECK is building brand ecosystems not just selling shoes. HOKA isnt just for runnersits a badge of identity. UGG isnt just cozyits cultural shorthand. Most brands chase trends. $DECK manufactures them"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948765890041741483) 2025-07-25 15:22:49 UTC XXX followers, XX engagements "$VKTX oral obesity drug could rewrite the GLP-1 narrative. While $LLY and $NVO dominate injectables oral convenience is the next frontier. If Viking nails efficacy it wont just compete it could expand the market"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947316410272629080) 2025-07-21 15:23:06 UTC XXX followers, 1480 engagements "$DECK is playing a different sport. While $NKE spends millions on athlete endorsements and $LULU dabbles in mens wear $DECK builds niche dominancewith gross margins to prove it. Sometimes the quietest brand wins the loudest profits"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948734693353902309) 2025-07-25 13:18:51 UTC XXX followers, XXX engagements "$AGL model depends on aligning incentives with physicians. That means building deep tech integrations tight quality controls and accurate risk scoring. If any part breaks the whole thing stumbles. Execution risk is highbut so is reward. $AGL operates in a space dominated by incumbents like $UNH $ELV and $CNC. To win it needs to offer better outcomes at lower costs. If it can prove that value consistently scale will followand margins with it"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948004504693358816) 2025-07-23 12:57:20 UTC XXX followers, XXX engagements "UGG isnt just a bootits a rebellion against discomfort. $DECK turned lazy into luxury and Gen Z is eating it up. When trends swing minimalist UGG doubles down on cozy maximalism. Fashion says no. Culture says yes"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948772679697261041) 2025-07-25 15:49:47 UTC XXX followers, XX engagements "The core economic engine: global capitation $AGL partners take on full financial risk for patient outcomes. Medicare pays a fixed per-member-per-month (PMPM) fee Docs are incentivized to reduce unnecessary care agilon takes a share of the margin between costs and capitation Its healthcare as a risk arbitrage business. Do more with less and you profit. Fail and you bleed"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943314555318263817) 2025-07-10 14:21:09 UTC XXX followers, XXX engagements "With global ops across AU & CA $IREN faces forex risk: expenses in AUD/CAD revenue in BTC/USD. Margin swings can outpace peers like $BTBT or $GREE"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947369331022590183) 2025-07-21 18:53:23 UTC XXX followers, XXX engagements "$VKTX is like early $GOOGfocused underestimated and quietly building a game-changer. While $LLY and $NVO play defense with scale $VKTX is writing its own algorithm for metabolic dominance"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946652163213541693) 2025-07-19 19:23:37 UTC XXX followers, 3367 engagements "$ORCL is playing a long game: Enterprise software lock-in Healthcare push via Cerner Cloud infra with growing traction AI integrations through $NVDA partnerships Its not flashy like $MSFT or $GOOG but its built for durability"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948044288358793726) 2025-07-23 15:35:25 UTC XXX followers, XX engagements "$DECK isnt just selling shoesits selling a cult. HOKAs becoming the new Tesla of sneakers. If youre not long $DECK youre short taste trends and traction"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948765171557544195) 2025-07-25 15:19:57 UTC XXX followers, XX engagements "$DECK brand machine is working overtime. HOKA is eating into $NKEs and $ASICS turf in performance running. UGG once a seasonal fad is now a year-round lifestyle staple. Not just fashion. Its brand engineering with precision"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948043714934276204) 2025-07-23 15:33:09 UTC XXX followers, XX engagements "$DECK is a quiet compounding machine. No flashy announcements just consistent brand growth margin expansion and disciplined capital allocation. Sometimes the best performers are the ones no ones talking aboutuntil its too late"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948732420255027356) 2025-07-25 13:09:49 UTC XXX followers, XX engagements "$DECK is what happens when brand distribution and margin all align. $HOKA: fastest-growing premium running shoe $UGG: winter lifestyle staple Gross margins XX% DTC mix rising Zero debt cash-rich pricing power intact Still flying under most radars"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948700620535271567) 2025-07-25 11:03:27 UTC XXX followers, XX engagements "$VKTX isnt playing small ball. Their dual agonists target both GLP-1 and glucagon receptors a strategy designed to maximize fat loss while preserving muscle mass. Its biotech with a bodybuilders mindset"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946494189128048989) 2025-07-19 08:55:53 UTC XXX followers, XXX engagements "$VKTX isnt selling a product yet but its selling a dream backed by strong Phase X data. With $LLY and $NVO dominating GLP-1s any edge in efficacy or tolerability could turn Viking into a must-have M&A target"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947932677916479759) 2025-07-23 08:11:55 UTC XXX followers, XXX engagements "Asset mix $CCI Crown Castles infrastructure is concentrated in the U.S.: 40000 towers (macro infrastructure) 85000 miles of fiber 120000 small cells deployed or committed Revenue breakdown (2023): XX% towers XX% fiber/small cells"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941015143590383844) 2025-07-04 06:04:07 UTC XXX followers, XX engagements "$NXDR is quietly building a platform that complementsrather than competes with$ZS $S and $FTNT. In a fragmented cybersecurity ecosystem modularity matters. NXDR could be the glue layer investors are sleeping on. Infrastructure-style upside in a high-velocity market"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947740870570090900) 2025-07-22 19:29:45 UTC XXX followers, XXX engagements "In a bull market $AMT and $CCI get ignored. In a bear market they get respect. Towers dont go viral But they dont go bankrupt either Rent never sleepseven when risk appetite does When everything else gets rerated tower REITs keep compounding quietly. Thats not hype. Thats discipline at XXX feet"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941474477029707936) 2025-07-05 12:29:20 UTC XXX followers, XX engagements "This month we spotlight three diverse industry leadersZoetis Inc. $ZTS Honeywell International Inc. $HON and The Kroger Co. $KR each with a unique strategic edge and market position. These companies are not only weathering current market conditions but also providing potential opportunities for investors to outsmart the market"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1945552186584567865) 2025-07-16 18:32:42 UTC XXX followers, 4168 engagements "$DECK momentum wont last forever. Reliance on a handful of breakout products like HOKA means one trend reversalor a misstep in demand forecastingcan crush margins. High-flyers fall hard"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948734927886795107) 2025-07-25 13:19:47 UTC XXX followers, XX engagements "$BMNR sits at the intersection of resource ownership and strategic patience. Unlike flashy growth plays its value is buried in hard assetsmineral rights legacy holdings and location optionality. No hype just potential energy"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947755243472634198) 2025-07-22 20:26:52 UTC XXX followers, XXX engagements
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@HighSell53466 Buy High Sell Low
Buy High Sell Low posts on X about $deck, hoka, ugg, iren the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +139%
Mentions: XX #
- X Week XXX +17%
Followers: XXX #
- X Week XXX +30%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies XXXX% finance XXXX% technology brands XXXX% automotive brands XXXX% fashion brands XXXX% social networks XXXX% countries XXXX%
Social topic influence $deck 7.65%, hoka 4.44%, ugg 3.7%, iren 3.46%, $iren 3.46%, $vktx 3.21%, amt 2.72%, $amt 2.72%, $cci 2.72%, $tsla #872
Top accounts mentioned or mentioned by @knielsen2000 @drcm4t @glptrackerapp @fiscalai @gorgeoussch @bernardgoldste6 @btcrenaissance @financebully @bavariaron
Top assets mentioned Deckers Outdoor, Corp. (DECK) Iris Energy Limited Ordinary Shares (IREN) Viking Therapeutics, Inc (VKTX) American Tower Corp (AMT) Crown Castle Inc (CCI) Tesla, Inc. (TSLA) Agilon Health, Inc. (AGL) HCA Healthcare Inc (HCA) SATS (Ordinals) (SATS) Uber Technologies, Inc. (UBER) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Bitcoin (BTC) GoldPro Token (GPRO) BitMine (BMNR) Nike Inc (NKE) Lyft, Inc. Class A Common Stock (LYFT) MARA Holdings, Inc. (MARA) GM (GM) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Danaher Corporation (DHR) Verizon Communications Inc. (VZ) NVIDIA Corp. (NVDA) Iridium Communications Inc. (IRDM) AST SpaceMobile, Inc. Class A Common Stock (ASTS) UnitedHealth Group (UNH) Elevance Health Inc (ELV) Centene Corp (CNC) Riot Platforms, Inc. (RIOT) Metadium (META) Bitfarms Ltd. (BITF) CLEANSPARK INC (CLSK) AT&T Inc. (T) Viking Holdings Ltd (VIK) Toyota Motor Corporation (TM)
Top Social Posts #
Top posts by engagements in the last XX hours
"Geographic moat $HCA HCA doesnt try to be everywhereit clusters hard. It dominates in key regions like: Florida Texas Tennessee Virginia Why it works: Local scale = leverage with payers Dense physician and referral networks Shared infrastructure = lower per-site costs In many markets $HCA is the only serious provider at scale. Thats not just market shareits pricing power"
@HighSell53466 on X 2025-07-05 13:16:39 UTC XXX followers, XX engagements
"Tech + data = operational edge $HCA HCA quietly runs one of the most advanced data ops in healthcare: 35M+ patient encounters annually Deep EHR integration + clinical analytics Standardized care pathways = better outcomes lower variation Predictive staffing + capacity planning This isnt about flashy AI. Its about turning data into marginand doing it across XXX hospitals at scale" @HighSell53466 on X 2025-07-05 13:37:53 UTC XXX followers, XX engagements
"$TSLA and $VWAGY dont just sell carsthey own the roads. Every ride tracked optimized monetized. No insurance no dealers no repairsjust fleets of autonomous EVs. $UBER A plugin. $GM $F $TM Watching their customers disappear. Robotaxis turn transport into software" @HighSell53466 on X 2025-07-24 23:41:20 UTC XXX followers, XXX engagements
"$AGL by the numbers : 420K attributed Medicare Advantage members XX physician group partners across 12+ states $1.5B in total revenue Medical margin (after paying claims): 1215% Net income Still negativescale is key to profitability The business model works at scale. The current question: can they reach it fast enough" @HighSell53466 on X 2025-07-10 16:33:24 UTC XXX followers, XX engagements
"$AGL is betting big on value-based carewhere doctors are paid for keeping patients healthy not just treating illness. Its a tough shift in U.S. healthcare but if $AGL nails execution margins could expand dramatically" @HighSell53466 on X 2025-07-23 11:18:29 UTC XXX followers, XXX engagements
"$GPRO hardware sales are seasonal and volatilegreat for holidays rough in Q1. Meanwhile $AAPL and $SNE grab attention with phones and cameras that rival GoPros. Without a software moat or creator ecosystem $GPRO risks being a niche gadget brand" @HighSell53466 on X 2025-07-23 13:18:32 UTC XXX followers, XX engagements
"Think of $AMT and $CCI as digital landlords. Instead of renters they lease to Verizon. Instead of apartments they rent vertical space. Instead of late rent they get 10-year contracts with escalators. This isnt REIT exposure for yield-chasers. Its infrastructure-as-a-service for the wireless economy" @HighSell53466 on X 2025-07-05 13:04:38 UTC XXX followers, XX engagements
"$SATS is building out the backbone of satellite-based connectivity. While $IRDM and $ASTS chase direct-to-device hype $SATS is quietly positioning itself as the infrastructure layer others will rely on" @HighSell53466 on X 2025-07-22 06:49:01 UTC XXX followers, XXX engagements
"$OSCR isnt just a health insurerits a tech company in disguise. With a cloud-native claims system and real-time data flows $OSCR could scale like $TDOC or $HIMSbut in a regulated space where legacy still dominates. High risk but high operational leverage if it clicks" @HighSell53466 on X 2025-07-22 19:30:23 UTC XXX followers, XXX engagements
"Profit engine $HCA HCA isnt just bigits deliberately efficient. Key levers: Centralized purchasing leverage in supplies & equipment Physician alignment many doctors are employed not just affiliated Standardized clinical protocols less variation better outcomes High fixed-cost leverage more volume = higher margin Outpatient shift higher throughput lower overhead This is hospital care run with private equity logic: Volume up cost per patient down margins intact" @HighSell53466 on X 2025-07-05 13:14:58 UTC XXX followers, XX engagements
"@fiscal_ai HOKA is the Patagonia of feet. $DECK sells you performance wellness and subtle flexall in one oversized sole. Running clubs arent about fitnesstheyre about status story and Instagram. And HOKA is the uniform" @HighSell53466 on X 2025-07-25 15:29:00 UTC XXX followers, XX engagements
"$DECK relies heavily on the UGG brand for revenue. If UGG falls out of favor or trends shift rapidly that concentration risk could hit hardespecially with fashion cycles accelerating and consumer tastes fragmenting" @HighSell53466 on X 2025-07-25 14:31:43 UTC XXX followers, XX engagements
"$DECK growth has been powered by international expansionbut what if macro headwinds stall that Currency risk supply chain friction and softening demand in Asia could all compress margins fast" @HighSell53466 on X 2025-07-25 13:49:10 UTC XXX followers, XX engagements
"$VKTX sits in a sweet spot: small enough for outsized returns but with data strong enough to draw Big Pharma attention. If M&A heats up in the obesity space $VKTX might not stay independent for long" @HighSell53466 on X 2025-07-20 12:34:48 UTC XXX followers, 1629 engagements
"Outsmart the market with these insights into agilon health $AGL Cable One $CABO and Abacus Global Management $ABAC. Each offers a unique play on execution scale and strategic shiftsnavigating volatility with very different approaches. Lets dig in" @HighSell53466 on X 2025-07-10 09:49:26 UTC XXX followers, XXX engagements
"$DECK has mastered category creation. Instead of chasing trends it sets them: $HOKA created the maximalist running category $UGG redefined cold-weather luxury Next up Global expansion new silhouettes and growing DTC dominance This isnt just footwearits brand engineering" @HighSell53466 on X 2025-07-25 13:02:02 UTC XXX followers, XX engagements
"$AMT and $CCI are boringuntil they arent. When rates drop they rip. When data demand spikes theyre the quiet winners. When carriers merge they sweat briefly. These arent meme stocks. Theyre yield machines disguised as tech infrastructure. And in a world choking on volatility boring might just outperform" @HighSell53466 on X 2025-07-05 09:00:26 UTC XXX followers, XX engagements
"agilon health $AGL = Value-Based Infrastructure Think of it like a backend for population health: Data platform for risk stratification Claims + utilization analytics Actuarial modeling Incentive alignment with physicians Contracting with Medicare Advantage payors Its not replacing doctors Its giving them the tools to compete with scaled systems" @HighSell53466 on X 2025-07-10 10:08:53 UTC XXX followers, XXX engagements
"$BMNR small float and concentrated asset base make it highly sensitive to commodity price moves. If lithium rare earths or cobalt spike$BMNR becomes a torque play with exponential upside" @HighSell53466 on X 2025-07-23 05:31:07 UTC XXX followers, XX engagements
"HOKA didnt ask runners for permission. It showed up with moon shoes and said Youll thank us later. Now even ultramarathoners swear by the marshmallow bounce. $DECK is proof that weird wins when performance delivers" @HighSell53466 on X 2025-07-25 17:50:31 UTC XXX followers, X engagements
"UGG isnt just backit never left. In a post-sneaker world where status is casual $DECK turned sheepskin into cultural dominance. Teen girls wear UGGs the way boys wore Jordans: not for function but for tribal belonging" @HighSell53466 on X 2025-07-25 15:28:02 UTC XXX followers, XX engagements
"HOKA is the Patagonia of feet. $DECK sells you performance wellness and subtle flexall in one oversized sole. Running clubs arent about fitnesstheyre about status story and Instagram. And HOKA is the uniform" @HighSell53466 on X 2025-07-25 15:28:21 UTC XXX followers, XX engagements
"$AGL operates in a space dominated by incumbents like $UNH $ELV and $CNC. To win it needs to offer better outcomes at lower costs. If it can prove that value consistently scale will followand margins with it" @HighSell53466 on X 2025-07-23 11:19:45 UTC XXX followers, XXX engagements
"Locked-in energy contracts are a key edgebut if prices fall or capacity goes unused $IREN might end up overpaying while $RIOT or $WGMI stay flexible" @HighSell53466 on X 2025-07-21 18:53:13 UTC XXX followers, XXX engagements
"$GPRO is trying to pivot into recurring revenue with cloud storage and editing tools. The idea Turn every GoPro user into a subscriber. But $AAPL $GOOGL and even $META dominate the media cloud space. Tough battle unless GoPro owns the full content creation pipeline" @HighSell53466 on X 2025-07-23 13:17:09 UTC XXX followers, XXX engagements
"$SATS isnt just satellitesits a convergence play. With the EchoStar merger its building a vertically integrated pipeline from space infrastructure to consumer service. If $IRDM is narrowband $SATS wants to be broadbands gatekeeper" @HighSell53466 on X 2025-07-22 14:10:17 UTC XXX followers, XXX engagements
"$DECK is a rare retail powerhouse. Margins strong. Inventory tight. Consumer loyalty unmatched. While $NKE and $ADIDY wrestle with channel bloat and discounting $DECK keeps growing full-price DTC sales. Its not just UGGsHOKA is becoming a global brand engine" @HighSell53466 on X 2025-07-23 14:20:49 UTC XXX followers, XX engagements
"$DECK is mastering scarcity economics. By limiting supply of key SKUs like the UGG Tasman or HOKA Clifton they drive hype keep markdowns low and preserve premium brand perception. Its not about how much you sellits how much people want what you wont sell" @HighSell53466 on X 2025-07-25 13:06:17 UTC XXX followers, XX engagements
"$DECK cracked the code: HOKA owns the run club crowdstatus shoes for people who chase PRs and dopamine. UGG owns the Gen Z girlthe uniform of TikTok brunch and casual dominance. $DECK didnt just make shoes. They built tribes" @HighSell53466 on X 2025-07-25 15:20:30 UTC XXX followers, XX engagements
"$AMT and $CCI are how you long bandwidth without picking chip stocks. Dont know who wins 6G Dont want to guess which carrier lives Dont care if TikTok or Threads survives Own the tower. Every ping post and call pays rent. $AMT gets you global growth. $CCI gets you U.S. safety. Both = long data short noise" @HighSell53466 on X 2025-07-05 08:04:19 UTC XXX followers, XX engagements
"$DECK isnt just running the raceits lapping the field. While $NKE dilutes brand equity chasing hype and $ADDYY fumbles with identity crises $DECK quietly builds cult followings with HOKA and UGG. Brand power pricing control and real momentum" @HighSell53466 on X 2025-07-25 13:18:05 UTC XXX followers, XX engagements
"$SW just completed the Smurfit Kappa and WestRock merger. Now one of the largest sustainable packaging players globally. Todays move likely reflects optimism around cost synergies and scale benefits" @HighSell53466 on X 2025-07-01 15:52:30 UTC XXX followers, XX engagements
"$AMT and $CCI are proof that infrastructure can be software. Predictable recurring revenue High incremental margins Low churn Network effects (tenants attract tenants) This isnt just real estate. Its physical SaaS. Only difference Instead of code they deploy steel. Instead of bugs they fight zoning boards. Same economics. Different tools" @HighSell53466 on X 2025-07-05 11:09:45 UTC XXX followers, XX engagements
"$TECH is a quiet powerhouse. Dominates in specialized reagents and proteins used in life sciences research. Less hype more recurring revenue. Not flashy but when biotech booms $TECH cashes in" @HighSell53466 on X 2025-07-23 13:08:48 UTC XXX followers, XX engagements
"$DECK isnt just riding a trendit is the trend. $UGG owns winter $HOKA dominates runners Margins Nike growth Adidas DTC at 50%+ and expanding This isnt just footwear. Its a consumer brand engine firing on all cylinders" @HighSell53466 on X 2025-07-25 11:01:53 UTC XXX followers, XX engagements
"$SATS flies under the radar but its powering the pipes of space-based connectivity. As $TSLA bets on satellites for autonomy and $AMZN builds Kuiper $SATS is quietly stacking contracts and spectrum. Quiet compounder or sleeping giant" @HighSell53466 on X 2025-07-22 12:19:50 UTC XXX followers, XXX engagements
"What is $DHR (Danaher Corporation) Danaher is a global science and technology conglomerate. Operates across life sciences diagnostics and biotechnology Known for precision instruments lab automation and consumables Customers include hospitals pharma and academic research labs Business model revolves around recurring high-margin revenue Its not flashy. Its foundational" @HighSell53466 on X 2025-07-09 16:13:23 UTC XXX followers, XXX engagements
"$VKTX is sitting on a pipeline that looks tailor-made for a buyout. If its obesity drug shows superiorityor even paritywith $NVO or $LLY offerings Big Pharma may not wait for Phase X to knock" @HighSell53466 on X 2025-07-21 13:00:03 UTC XXX followers, 2332 engagements
"$TSLA is building the Android of autonomyhardware software data and deployment all under one roof. $UBER and $LYFT rely on drivers. $TSLA eliminates them. $GOOG has Waymo but no mass production advantage. Autonomy isnt just a featureits Teslas moat" @HighSell53466 on X 2025-07-24 21:15:04 UTC XXX followers, XX engagements
"$AMT and $CCI are capital-intensive upfrontbut capital-efficient long-term. Once a tower is built: Maintenance is minimal Tenants stack with near-zero incremental cost Contracts last XXX years with built-in rent bumps Its not about volume. Its about monetizing the same vertical asset over and over again. Thats the hidden compounding engine" @HighSell53466 on X 2025-07-05 13:03:44 UTC XXX followers, XXX engagements
"$VKTX isnt just riding the GLP-1 waveits designing next-gen versions with dual and triple agonists. If they work $VKTX could leapfrog first-movers on efficacy and side effects" @HighSell53466 on X 2025-07-19 14:21:38 UTC XXX followers, XXX engagements
"$DECK is priced for perfection. Any slowdown in consumer discretionary spendingor a shift in fashion cyclescould derail its growth trajectory fast. Premium brand pricing meets economic reality" @HighSell53466 on X 2025-07-25 13:20:17 UTC XXX followers, XX engagements
"Business model $HCA $HCA generates revenue primarily from: Inpatient admissions Outpatient procedures Emergency care Physician services Payers: XX% commercial (high-margin) XX% government (Medicare/Medicaid = lower-margin) XX% self-pay/uninsured The model: Drive volume Optimize mix Control costs" @HighSell53466 on X 2025-07-05 13:11:17 UTC XXX followers, XX engagements
"$VKTX is late to the GLP-1 race but theyre not trying to be the next $LLY or $NVO. Theyre aiming for next-gen oral delivery dual agonists lean mass retention. This isnt catch-up. Its a leap" @HighSell53466 on X 2025-07-19 09:05:00 UTC XXX followers, 3585 engagements
"What is agilon health $AGL agilon partners with physician groups to transition them into value-based care moving away from fee-for-service toward fixed payments for managing patient outcomes. Its not a clinic operator. Its a platform for independent doctors to take financial risk in Medicare Advantage" @HighSell53466 on X 2025-07-10 09:50:09 UTC XXX followers, XXX engagements
"$VKTX is swinging for the fences in NASH a space heating up with $MDGL and $LLY circling. With $VKTXs selective thyroid receptor beta agonist showing promise dont be shocked if $MRK or $GILD start sniffing around. Biotech M&A season is always open" @HighSell53466 on X 2025-07-21 14:55:07 UTC XXX followers, XXX engagements
"$AGL target: the independent physician In a world dominated by hospital systems and corporate chains agilon helps community-based primary care doctors: Stay independent Participate in Medicare Advantage risk-sharing Get access to capital data and payor relationships agilon doesnt own the practice It enables the practice to operate like a high-performance risk-bearing entity" @HighSell53466 on X 2025-07-10 11:41:46 UTC XXX followers, XXX engagements
"$VKTX is playing biotech chess not checkers. While $AMGN focuses on obesity and $PFE spins down its pipeline $VKTX is quietly stacking data in NASH and obesity two of the biggest prize pools. Small cap today acquisition target tomorrow" @HighSell53466 on X 2025-07-21 14:56:10 UTC XXX followers, XXX engagements
"Capital allocation $HCA HCA runs like a capital allocator with a surgical toolkit: Capex: $45B/year for new hospitals tech upgrades outpatient expansion Buybacks: aggressivehas repurchased billions in stock over the last decade Dividends: steady but secondary to repurchases M&A: selective tuck-ins not empire building HCA isnt trying to grow for show. Its scaling where it has pricing leverage cost control and a moat" @HighSell53466 on X 2025-07-05 13:20:02 UTC XXX followers, XX engagements
"$SATS real edge EchoStars satellite fleet + DISHs spectrum = a hard-to-replicate infrastructure base. While $TMUS and $VZ fight over urban 5G rollout $SATS aims at rural coverage private networks and IoThigh-margin niches others ignore" @HighSell53466 on X 2025-07-22 15:04:31 UTC XXX followers, XXX engagements
"Why does this matter now Medicare Advantage enrollment is boomingnow over XX% of all Medicare lives. CMS wants better outcomes at lower cost. But most docs arent equipped to take on risk alone. Thats where $AGL steps in offering scale actuarial muscle and operational lift to make it possible" @HighSell53466 on X 2025-07-10 16:32:48 UTC XXX followers, XX engagements
"Buy High Sell Low Newsletter As the world of finance continues to evolve keep an eye on these emerging players making headlines: K Wave Media Ltd. NuScale Power Corporation and Theratechnologies Inc. each carving out their unique niches in their respective industries. K Wave Media Ltd. $KWM Market Cap: $349119520.80 Key Signal: K Wave Media is gaining traction with a new $X billion capital capacity aimed at bolstering its Bitcoin treasury strategy alongside a $XXX million convertible bond agreement with Anson Funds. How the Company Makes Money: Formed to enter into a business combination" @HighSell53466 on X 2025-07-17 18:58:58 UTC XXX followers, XXX engagements
"$IREN revenue is tied directly to Bitcoin price volatility. Even with efficient ops a sharp BTC drawdown slashes top-line growth and compresses margins" @HighSell53466 on X 2025-07-21 18:50:01 UTC XXX followers, XXX engagements
"$GPRO hardware sales are highly seasonal and dependent on product launches. That creates revenue lumpiness and weak predictability. In contrast $AAPL and $GOOGL have ecosystems that lock in recurring revenue. Without stickiness $GPRO is just another gadget maker" @HighSell53466 on X 2025-07-23 13:53:07 UTC XXX followers, XXX engagements
"Competition $HCA HCAs real moat isnt just size. Its discipline + density. Peers include: Universal Health Services ($UHS): focused on behavioral + acute care Tenet ($THC): owns hospitals + ambulatory surgery centers Nonprofit systems: Mayo Cleveland Clinic Providence (mission-driven tax advantaged) But $HCA wins by: Owning the entire local care funnel Running hospitals like cost centers not brand trophies Avoiding fragmented markets In most cases its not a price warits a scale war" @HighSell53466 on X 2025-07-05 13:38:41 UTC XXX followers, XX engagements
"$VKTX is the biotech version of a leverage trade. Massive upside if their GLP-1 candidate works because $LLY and $NVO already proved the market. But no revenue no products. This is biotech roulette with a loaded chamber aimed at the moon" @HighSell53466 on X 2025-07-21 09:11:30 UTC XXX followers, XXX engagements
"$SATS isnt just riding the satellite waveits building the infrastructure for it. From mobility to defense its diversified segments offer a hedge against pure-play space bets like $RKLB or $ASTS. Its telecom but orbiting" @HighSell53466 on X 2025-07-22 08:36:41 UTC XXX followers, XXX engagements
"$NXDR is positioned at the intersection of cybersecurity consolidation and AI-driven detection. While $PANW and $CRWD dominate headlines $NXDR could be the picks-and-shovels play for companies re-architecting threat response stacks from scratch. Underdog narrative. Market validation baked in" @HighSell53466 on X 2025-07-22 18:36:45 UTC XXX followers, XXX engagements
"A Bitcoin ETF approval would de-risk crypto exposure broadlybut until then miners like $IREN $RIOT and $CORZ face an uneven regulatory landscape" @HighSell53466 on X 2025-07-21 20:20:12 UTC XXX followers, XXX engagements
"TL;DR wrap-up on $BITF: A gritty globally diversified miner with: Ultra-low-cost energy Big hashrate ambitions Transparency and ops discipline And a few bruises from boardroom brawls If you want raw Bitcoin exposurewithout the fluffBitfarms is worth watching" @HighSell53466 on X 2025-07-14 19:33:56 UTC XXX followers, XXX engagements
"$GREE is trying to pivot from legacy energy to high-performance computing (HPC) and crypto hosting. But: Its undercapitalized compared to $MARA $CLSK $IREN Faces regulatory heat and high power costs No real moat in hosting Could work if the Bitcoin bull run is massive. But margin for error is razor-thin" @HighSell53466 on X 2025-07-23 15:52:02 UTC XXX followers, XXX engagements
"$TSLA is setting the stage for an autonomous future. If it cracks FSD at scale it disrupts $UBER pressures $LYFT marginalizes $GMs Cruise and leapfrogs $GOOGs Waymo. The entire transportation stackfrom software to energyis in play. One breakthrough changes everything" @HighSell53466 on X 2025-07-24 23:37:57 UTC XXX followers, XXX engagements
"$DHR spun off Veralto ($VLTO) in 2023. Why Veralto housed Danahers environmental and applied solutions businesses. Water quality product identification industrial testing Solid businessesbut outside the core life sciences strategy By spinning off $VLTO $DHR sharpened its focus: From diversified conglomerate to pure-play health and science innovator" @HighSell53466 on X 2025-07-09 18:07:30 UTC XXX followers, XX engagements
"Mining sites are geographically concentrated. That means a single regulatory or weather-related disruption could knock out a major share of $IREN capacity" @HighSell53466 on X 2025-07-21 17:43:26 UTC XXX followers, XX engagements
"$DECK valuation assumes continued momentumbut any slowdown in growth or margin compression could lead to rapid multiple contraction. High expectations cut both ways" @HighSell53466 on X 2025-07-25 14:55:17 UTC XXX followers, XX engagements
"$IREN operates in multiple jurisdictions exposing it to evolving mining regulations in both Australia and North Americaunlike $MARA or $CIFR which are mostly U.S.-based" @HighSell53466 on X 2025-07-21 20:20:44 UTC XXX followers, XXX engagements
"$DECK trades at a premium but how much of that is just hype around $HOKA If the running shoe trend coolsor if competitors catch upmultiple contraction could hit hard" @HighSell53466 on X 2025-07-25 13:39:35 UTC XXX followers, XX engagements
"$TSLA is no longer just a car company. Its a robotaxi empire in the makingcharging stations ($CHPT) self-driving AI ($NVDA) chip design ($AMD) ride-hailing threat to $UBER insurance disrupter ($ALL) and fleet logistics tech. Its vertical integration on autopilot" @HighSell53466 on X 2025-07-24 23:36:37 UTC XXX followers, XX engagements
"$TSLA $UBER $GM $F Owning a car will be like owning a horse. Charming. Outdated. Inconvenient. $TSLA isnt building cars its killing car ownership. $UBER isnt just a ride app its a real estate unlock. Robotaxis wipe out: Auto dealers Insurance margins Parking garages Urban planners assumptions Controversial Only if youre long the past" @HighSell53466 on X 2025-07-24 20:14:46 UTC XXX followers, XX engagements
"$AMT vs. $CCI is a question of conviction vs. comfort. $AMT = global reach higher growth FX risk $CCI = U.S.-only fiber-heavy safer cash flows One bets on emerging markets and mobile expansion. The other bets on U.S. zoning laws and carrier lock-in. Both win if the world keeps streaming scrolling and shouting into 5G" @HighSell53466 on X 2025-07-05 08:06:10 UTC XXX followers, XX engagements
"$TSLA joins forces with $VWAGY to dominate a world ruled by robotaxis. No car ownership. No parking lots. Cities redesigned. $UBER and $LYFT become middleware or die trying. Legacy automakers Fossils. A transport oligopoly of code data and energyled by Tesla" @HighSell53466 on X 2025-07-24 23:40:05 UTC XXX followers, XXX engagements
"Outsmart the market with a keen eye on Danaher Corporation $DHR Constellation Energy Corporation $CEG and Vistra Corp. $VST as these companies navigate transformative industry trends and strategic shifts. Recent news highlights include breakthroughs in CRISPR gene editing nuclear power investment opportunities and AI-driven energy solutions underscoring significant market developments across life sciences diagnostics and energy sectors" @HighSell53466 on X 2025-07-09 16:14:56 UTC XXX followers, 3646 engagements
"$SATS isnt competing with $T or $VZ head-onits building where others dont go. Remote logistics hubs offshore energy maritime fleets. Its less about consumer volume more about industrial necessity. High-margin sticky contracts" @HighSell53466 on X 2025-07-22 18:32:52 UTC XXX followers, XX engagements
"If fashion cycles shift or consumer sentiment weakens $DECK could be exposed. Heavy reliance on a few star brands like HOKA makes it vulnerable to trend reversals" @HighSell53466 on X 2025-07-25 14:59:17 UTC XXX followers, XX engagements
"$GPRO attempts to diversify into software and subscription services havent delivered breakout success. Their subscriber base remains modest and content monetization is limited. Compare that to $META or $NFLXplatforms that scale content with explosive margins. $GPRO still feels like a one-trick pony" @HighSell53466 on X 2025-07-23 13:53:50 UTC XXX followers, XX engagements
"$VKTX is riding the GLP-1 wavebut with a twist. Their dual agonist approach targets both weight loss and NASH aiming for best-in-class efficacy. If the science holds this isnt just another me too playits a leapfrog" @HighSell53466 on X 2025-07-21 11:22:13 UTC XXX followers, XXX engagements
"UGG was mocked as a passing fad. Now its a cultural staple from Gen Z to influencers. Fashion may sneer but comfort dominates closets. $DECK turned ridicule into a billion-dollar lifestyle brand" @HighSell53466 on X 2025-07-25 17:51:03 UTC XXX followers, XX engagements
"$DECK DTC engine keeps getting stronger. Over XX% of revenue now comes from direct-to-consumer channels. That means better margins tighter customer data and more brand control. Theyre not just selling shoestheyre owning the entire customer experience" @HighSell53466 on X 2025-07-25 13:02:53 UTC XXX followers, XX engagements
"Changes in energy export/import laws (esp. in Canada & Australia) could alter power dynamics. $IREN low-cost model is solid but vulnerable to policy shocks" @HighSell53466 on X 2025-07-21 20:20:25 UTC XXX followers, XXX engagements
"$DECK cracked the code: UGG dominates the soft luxury market for Gen Z women HOKA owns the performance-to-casual crossover for runners Its not fashionits function disguised as fashion. And its scaling" @HighSell53466 on X 2025-07-25 15:22:11 UTC XXX followers, XX engagements
"$BMNR isnt your typical momentum stock. Its a sleeperlow liquidity low coverage high asymmetry. If resource nationalism or mineral scarcity hits headlines again $BMNR becomes front page" @HighSell53466 on X 2025-07-23 04:54:17 UTC XXX followers, XX engagements
"Imagine this: Solana gaming goes mainstream NFT infra demand explodes Devs need liquidity rails marketplaces and analytics Whos already built all that $TNSR. Theyre not just ahead on producttheyre infrastructure-ready for the next Solana wave" @HighSell53466 on X 2025-07-23 08:12:14 UTC XXX followers, XX engagements
"Hashrate efficiency is a moving target. If $IREN lags in deploying the latest ASICs or optimizing firmware it loses competitive edge fast. Mining is a treadmill stop running and you fall off" @HighSell53466 on X 2025-07-21 17:43:37 UTC XXX followers, XXX engagements
"$AMT is the call option. $CCI is the covered call. $AMT gives you upside in India Africa LatAmbut you eat the currency swings $CCI gives you slow steady U.S. rent checksbut growth is capped If you want tower exposure with edge: $AMT If you want tower exposure with sleep: $CCI Same asset class. Different volatility. Choose your yield weapon" @HighSell53466 on X 2025-07-05 08:11:57 UTC XXX followers, XX engagements
"Payor mix = margin risk $HCA $HCA lives and dies by who pays the bill. Current mix: Commercial insurance: XX% of revenue high-margin Medicare: XX% fixed rates lower margins Medicaid: XX% very low margin Uninsured/self-pay: XXX% variable recovery The risk A shift toward government payors compresses margins. The edge HCA has scale + discipline to stay profitableeven in a Medicare-heavy world" @HighSell53466 on X 2025-07-05 13:18:49 UTC XXX followers, XX engagements
"$DECK didnt buy trendsthey manufactured them. HOKA turned performance into personality. UGG turned comfort into culture. While Nike chases hype cycles $DECK quietly locked in lifestyle monopolies" @HighSell53466 on X 2025-07-25 15:21:08 UTC XXX followers, XX engagements
"The bet behind $AMT and $CCI is simple: The world will need more signal. That signal needs physical space. And whoever owns the verticals owns the cash flow. No matter what changes in techcloud AI blockchain every byte still needs a place to stand. Towers arent innovation. Theyre infrastructure that gets paid every time innovation shows up" @HighSell53466 on X 2025-07-05 12:37:57 UTC XXX followers, XX engagements
"$TSLA isnt competing with $GM or $F. Its quietly taking aim at $UBER $LYFT and even $GOOGL. If autonomy works Tesla owns the ride-hailing layer and the infrastructure underneath. Margin profile Full-stack. Thats how empires scale" @HighSell53466 on X 2025-07-24 21:14:45 UTC XXX followers, XX engagements
"HOKA isnt just selling shoes its selling belonging. Every run club every finish line every social post reinforces the tribe. Thats not marketing. Thats identity. $DECK turned performance into community and priced it like premium fashion" @HighSell53466 on X 2025-07-25 15:24:31 UTC XXX followers, XX engagements
"$IREN is highly exposed to $BTC price volatility. Unlike $MARA or $CLSK it runs leanbut sharp BTC drawdowns hit revenue hard compressing margins fast" @HighSell53466 on X 2025-07-21 18:52:48 UTC XXX followers, XXX engagements
"$IREN has low debt vs. $HIVE or $BITF but any major expansion likely needs financing. In tight credit cycles thats a scaling headwind" @HighSell53466 on X 2025-07-21 18:53:02 UTC XXX followers, XXX engagements
"$IREN vertically integrated model gives it control over infrastructure and energybut also exposes it to more execution risk. If anything in the stack underperforms uptime and revenue take the hit" @HighSell53466 on X 2025-07-21 17:43:03 UTC XXX followers, XX engagements
"$GREE (Greenidge Generation Holdings) is a high-risk high-volatility Bitcoin miner with: Legacy natural gas plant assets Exposure to regulatory crackdowns on carbon emissions Balance sheet pressure and dilution risks Opportunity if BTC rallies and power markets stabilize Not for the faint-hearted" @HighSell53466 on X 2025-07-23 15:51:31 UTC XXX followers, XX engagements
"$VKTX balance sheet remains healthy with over $500M in cash and equivalents. That gives them a long runwayenough to fund pivotal trials without rushing to dilute. In biotech cash = time" @HighSell53466 on X 2025-07-19 13:40:25 UTC XXX followers, XXX engagements
"$GREE wants to play in the same arena as $IREN $MARA $CLSKbut its showing up with less scale older infrastructure and limited capital. Hosting + mining hybrid sounds good Until you realize its fighting against better-capitalized more efficient operators. Its not impossible. But its not probable" @HighSell53466 on X 2025-07-23 15:53:59 UTC XXX followers, XXX engagements
"$TSLA robotaxis + $VWAGY fleet + $NVDA compute = mobility supercycle. No drivers. No downtime. No limits. The winners arent automakerstheyre platforms" @HighSell53466 on X 2025-07-25 06:09:38 UTC XXX followers, XXX engagements
"Nike $NKE If tariffs rise and Nike reshuffles production expect a transitional margin dip: Shifting manufacturing to lower-tariff countries (e.g. India Mexico) takes time and capital. Supply chain realignment brings temporary inefficiencies and logistical challenges. Contract renegotiations and facility investments could pressure near-term earnings. Investors need to price in execution risk during any supply chain pivot" @HighSell53466 on X 2025-07-18 09:14:07 UTC XXX followers, XXX engagements
"$DECK isnt riding a wave its the one creating it. While others test influencer campaigns $DECKs brands are the influence. HOKA owns the starting line. UGG owns the street. Margins growth loyalty $DECK is textbook brand power" @HighSell53466 on X 2025-07-25 15:23:31 UTC XXX followers, XX engagements
"Power purchase agreements are a cost advantagebut long-term deals could turn into liabilities if energy prices collapse or if $IREN overcommits to underutilized sites" @HighSell53466 on X 2025-07-21 18:50:23 UTC XXX followers, XXX engagements
"Resilient Giants: Discover how American Tower Corporation $AMT HCA Healthcare $HCA and Crown Castle Inc. $CCI are navigating the stormy market with strategic moves and robust infrastructures. The latest news highlights their steady dividend flows strategic leadership transitions and resilience in the face of economic volatility" @HighSell53466 on X 2025-07-03 20:39:23 UTC XXX followers, XXX engagements
"$SATS may not be flashy but its entrenched. With $AMZN backing and DISH merger synergies its evolving into a stealthy infrastructure play. While $T and $VZ chase scale $SATS locks in specialized dominance" @HighSell53466 on X 2025-07-22 18:34:12 UTC XXX followers, XX engagements
"$SATS isnt just a satellite operatorits an infrastructure layer. As $AMZN pushes Project Kuiper and $TSLA deploys Starlink $SATS becomes a quiet enableror competitordepending on the bandwidth battleground. Dont ignore the sleeper in space" @HighSell53466 on X 2025-07-22 12:37:01 UTC XXX followers, XX engagements
"$BMNR exploration stage means its earlybut thats also where the asymmetric upside lives. If even one of its sites confirms commercial viability revaluation could be massive compared to current market cap" @HighSell53466 on X 2025-07-23 07:50:56 UTC XXX followers, XX engagements
"$DECK is building brand ecosystems not just selling shoes. HOKA isnt just for runnersits a badge of identity. UGG isnt just cozyits cultural shorthand. Most brands chase trends. $DECK manufactures them" @HighSell53466 on X 2025-07-25 15:22:49 UTC XXX followers, XX engagements
"$VKTX oral obesity drug could rewrite the GLP-1 narrative. While $LLY and $NVO dominate injectables oral convenience is the next frontier. If Viking nails efficacy it wont just compete it could expand the market" @HighSell53466 on X 2025-07-21 15:23:06 UTC XXX followers, 1480 engagements
"$DECK is playing a different sport. While $NKE spends millions on athlete endorsements and $LULU dabbles in mens wear $DECK builds niche dominancewith gross margins to prove it. Sometimes the quietest brand wins the loudest profits" @HighSell53466 on X 2025-07-25 13:18:51 UTC XXX followers, XXX engagements
"$AGL model depends on aligning incentives with physicians. That means building deep tech integrations tight quality controls and accurate risk scoring. If any part breaks the whole thing stumbles. Execution risk is highbut so is reward. $AGL operates in a space dominated by incumbents like $UNH $ELV and $CNC. To win it needs to offer better outcomes at lower costs. If it can prove that value consistently scale will followand margins with it" @HighSell53466 on X 2025-07-23 12:57:20 UTC XXX followers, XXX engagements
"UGG isnt just a bootits a rebellion against discomfort. $DECK turned lazy into luxury and Gen Z is eating it up. When trends swing minimalist UGG doubles down on cozy maximalism. Fashion says no. Culture says yes" @HighSell53466 on X 2025-07-25 15:49:47 UTC XXX followers, XX engagements
"The core economic engine: global capitation $AGL partners take on full financial risk for patient outcomes. Medicare pays a fixed per-member-per-month (PMPM) fee Docs are incentivized to reduce unnecessary care agilon takes a share of the margin between costs and capitation Its healthcare as a risk arbitrage business. Do more with less and you profit. Fail and you bleed" @HighSell53466 on X 2025-07-10 14:21:09 UTC XXX followers, XXX engagements
"With global ops across AU & CA $IREN faces forex risk: expenses in AUD/CAD revenue in BTC/USD. Margin swings can outpace peers like $BTBT or $GREE" @HighSell53466 on X 2025-07-21 18:53:23 UTC XXX followers, XXX engagements
"$VKTX is like early $GOOGfocused underestimated and quietly building a game-changer. While $LLY and $NVO play defense with scale $VKTX is writing its own algorithm for metabolic dominance" @HighSell53466 on X 2025-07-19 19:23:37 UTC XXX followers, 3367 engagements
"$ORCL is playing a long game: Enterprise software lock-in Healthcare push via Cerner Cloud infra with growing traction AI integrations through $NVDA partnerships Its not flashy like $MSFT or $GOOG but its built for durability" @HighSell53466 on X 2025-07-23 15:35:25 UTC XXX followers, XX engagements
"$DECK isnt just selling shoesits selling a cult. HOKAs becoming the new Tesla of sneakers. If youre not long $DECK youre short taste trends and traction" @HighSell53466 on X 2025-07-25 15:19:57 UTC XXX followers, XX engagements
"$DECK brand machine is working overtime. HOKA is eating into $NKEs and $ASICS turf in performance running. UGG once a seasonal fad is now a year-round lifestyle staple. Not just fashion. Its brand engineering with precision" @HighSell53466 on X 2025-07-23 15:33:09 UTC XXX followers, XX engagements
"$DECK is a quiet compounding machine. No flashy announcements just consistent brand growth margin expansion and disciplined capital allocation. Sometimes the best performers are the ones no ones talking aboutuntil its too late" @HighSell53466 on X 2025-07-25 13:09:49 UTC XXX followers, XX engagements
"$DECK is what happens when brand distribution and margin all align. $HOKA: fastest-growing premium running shoe $UGG: winter lifestyle staple Gross margins XX% DTC mix rising Zero debt cash-rich pricing power intact Still flying under most radars" @HighSell53466 on X 2025-07-25 11:03:27 UTC XXX followers, XX engagements
"$VKTX isnt playing small ball. Their dual agonists target both GLP-1 and glucagon receptors a strategy designed to maximize fat loss while preserving muscle mass. Its biotech with a bodybuilders mindset" @HighSell53466 on X 2025-07-19 08:55:53 UTC XXX followers, XXX engagements
"$VKTX isnt selling a product yet but its selling a dream backed by strong Phase X data. With $LLY and $NVO dominating GLP-1s any edge in efficacy or tolerability could turn Viking into a must-have M&A target" @HighSell53466 on X 2025-07-23 08:11:55 UTC XXX followers, XXX engagements
"Asset mix $CCI Crown Castles infrastructure is concentrated in the U.S.: 40000 towers (macro infrastructure) 85000 miles of fiber 120000 small cells deployed or committed Revenue breakdown (2023): XX% towers XX% fiber/small cells" @HighSell53466 on X 2025-07-04 06:04:07 UTC XXX followers, XX engagements
"$NXDR is quietly building a platform that complementsrather than competes with$ZS $S and $FTNT. In a fragmented cybersecurity ecosystem modularity matters. NXDR could be the glue layer investors are sleeping on. Infrastructure-style upside in a high-velocity market" @HighSell53466 on X 2025-07-22 19:29:45 UTC XXX followers, XXX engagements
"In a bull market $AMT and $CCI get ignored. In a bear market they get respect. Towers dont go viral But they dont go bankrupt either Rent never sleepseven when risk appetite does When everything else gets rerated tower REITs keep compounding quietly. Thats not hype. Thats discipline at XXX feet" @HighSell53466 on X 2025-07-05 12:29:20 UTC XXX followers, XX engagements
"This month we spotlight three diverse industry leadersZoetis Inc. $ZTS Honeywell International Inc. $HON and The Kroger Co. $KR each with a unique strategic edge and market position. These companies are not only weathering current market conditions but also providing potential opportunities for investors to outsmart the market" @HighSell53466 on X 2025-07-16 18:32:42 UTC XXX followers, 4168 engagements
"$DECK momentum wont last forever. Reliance on a handful of breakout products like HOKA means one trend reversalor a misstep in demand forecastingcan crush margins. High-flyers fall hard" @HighSell53466 on X 2025-07-25 13:19:47 UTC XXX followers, XX engagements
"$BMNR sits at the intersection of resource ownership and strategic patience. Unlike flashy growth plays its value is buried in hard assetsmineral rights legacy holdings and location optionality. No hype just potential energy" @HighSell53466 on X 2025-07-22 20:26:52 UTC XXX followers, XXX engagements