[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 $vktx, $hca, $unh, $cci the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1937749820602753024/interactions)  - X Week XXXXXX +162% ### Mentions: XX [#](/creator/twitter::1937749820602753024/posts_active)  - X Week XXX -XXXX% ### Followers: XXX [#](/creator/twitter::1937749820602753024/followers)  - X Week XXX +31% ### CreatorRank: XXXXXXX [#](/creator/twitter::1937749820602753024/influencer_rank)  ### Social Influence [#](/creator/twitter::1937749820602753024/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [fashion brands](/list/fashion-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [$vktx](/topic/$vktx) #29, [$hca](/topic/$hca) 6.79%, [$unh](/topic/$unh) 4.96%, [$cci](/topic/$cci) 4.7%, [$lly](/topic/$lly) #34, [$nvo](/topic/$nvo) #40, [$iren](/topic/$iren) #82, [iren](/topic/iren) #99, [sats](/topic/sats) 3.13%, [$sats](/topic/$sats) XXXX% **Top accounts mentioned or mentioned by** [@knielsen2000](/creator/undefined) [@glptrackerapp](/creator/undefined) [@drcm4t](/creator/undefined) [@anna25_8](/creator/undefined) [@gorgeoussch](/creator/undefined) [@anna258](/creator/undefined) [@btcrenaissance](/creator/undefined) [@financebully](/creator/undefined) [@bernardgoldste6](/creator/undefined) [@bavariaron](/creator/undefined) [@deepvalueoracle](/creator/undefined) **Top assets mentioned** [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [HCA Healthcare Inc (HCA)](/topic/$hca) [UnitedHealth Group (UNH)](/topic/$unh) [Crown Castle Inc (CCI)](/topic/$cci) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [SATS (Ordinals) (SATS)](/topic/$sats) [Agilon Health, Inc. (AGL)](/topic/$agl) [American Tower Corp (AMT)](/topic/$amt) [Bitcoin (BTC)](/topic/bitcoin) [Cable One, Inc. (CABO)](/topic/$cabo) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Verizon Communications Inc. (VZ)](/topic/$vz) [Viking Holdings Ltd (VIK)](/topic/$vik) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Tesla, Inc. (TSLA)](/topic/$tsla) [GoldPro Token (GPRO)](/topic/$gpro) [BitMine (BMNR)](/topic/$bmnr) [Apple, Inc. (AAPL)](/topic/$aapl) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Danaher Corporation (DHR)](/topic/$dhr) [CLEANSPARK INC (CLSK)](/topic/$clsk) [AT&T Inc. (T)](/topic/$t) [Oracle Corporation (ORCL)](/topic/$orcl) [Amgen, Inc. (AMGN)](/topic/$amgn) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [T-Mobile (TMUS)](/topic/$tmus) [Moderna Inc (MRNA)](/topic/$mrna) [Elevance Health Inc (ELV)](/topic/$elv) [Centene Corp (CNC)](/topic/$cnc) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Nike Inc (NKE)](/topic/$nke) [BIO-TECHNE Corp (TECH)](/topic/$tech) [Tensor (TNSR)](/topic/$tnsr) [Solana (SOL)](/topic/solana) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) ### 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 $HCA is the only serious provider at scale. Thats not just market shareits pricing power"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941486383220011476) 2025-07-05 13:16:39 UTC XXX followers, XX engagements "$SATS might not have the flash of $TSLA or the capital of $AMZN but its integration of satellite broadband mobility solutions and enterprise networks gives it asymmetric upside. In a bifurcating internet world $SATS bets on connectivity without cables"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947652528516309162) 2025-07-22 13:38:43 UTC XXX followers, XX engagements "Tech + data = operational edge $HCA HCA quietly runs one of the most advanced data ops in healthcare: 35M+ patient encounters annually Deep EHR integration + clinical analytics Standardized care pathways = better outcomes lower variation Predictive staffing + capacity planning This isnt about flashy AI. Its about turning data into marginand doing it across XXX hospitals at scale"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941491726964691383) 2025-07-05 13:37:53 UTC XXX followers, XX engagements "$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 $AGL nails execution margins could expand dramatically"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947979627667837156) 2025-07-23 11:18:29 UTC XXX followers, XX engagements "$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 $GPRO risks being a niche gadget brand"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948009837801197887) 2025-07-23 13:18:32 UTC XXX followers, XX engagements "$AMT and $CCI arent tech stocks. But tech cant function without them. Theyre not building apps. Theyre not chasing trends. Theyre not sexy. But every AI inference crypto trade or FaceTime call has one thing in common: It hits a tower"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941482818892333258) 2025-07-05 13:02:29 UTC XXX followers, XX engagements "$VKTX just raised $550M. No revenue. $LLY & $NVO dominate obesity. $AMGN is lurking. And $VKTX Betting it all on data. If the next readout hits its a rocket. If not gravitys cruel"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946737205294072310) 2025-07-20 01:01:33 UTC XXX followers, XXX engagements "$SATS is building out the backbone of satellite-based connectivity. While $IRDM and $ASTS chase direct-to-device hype $SATS is quietly positioning itself as the infrastructure layer others will rely on"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947549426412634187) 2025-07-22 06:49:01 UTC XXX followers, XXX engagements "$VKTX is up against giants with deep pockets and pipeline depth. But biotech markets arent always rationalearly promise and clean Phase X data can spark big moves before fundamentals catch up. Momentum traders vs. long-term holders: whos right"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946650464956682458) 2025-07-19 19:16:52 UTC XXX followers, XX 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 $HIMSbut in a regulated space where legacy still dominates. High risk but high operational leverage if it clicks"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947741032122044779) 2025-07-22 19:30:23 UTC XXX followers, XXX engagements "$VKTX is a small cap swinging in a macro jungle. GLP-1s are booming but rate volatility biotech risk premiums and capital access constraints make it tough for players like $VKTX to thrive. Still in a world of constrained growth a low-float moonshot with breakthrough upside is exactly what gets attention"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946607844800831822) 2025-07-19 16:27:31 UTC XXX followers, XXX engagements "Want to short U.S. healthcare bloat $UNH and $HCA arent your trade. They are the bloat. Optimized operationalized and monetized. Every inefficiency others complain about theyve built a margin model around it. Dont bet on the system collapsing. Bet on whos figured out how to bill it"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941668946744082595) 2025-07-06 01:22:06 UTC XXX followers, XX engagements "$SATS is quietly assembling a telco-space hybrid. Terrestrial wireless players like $TMUS or $VZ lease bandwidth$SATS wants to own the bandwidth the transport and the end-user pipe. A full-stack bet on orbital vertical integration"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947666634744992259) 2025-07-22 14:34:46 UTC XXX followers, XX engagements "Profit engine $HCA HCA isnt just bigits deliberately efficient. Key levers: Centralized purchasing leverage in supplies & equipment Physician alignment many doctors are employed not just affiliated Standardized clinical protocols less variation better outcomes High fixed-cost leverage more volume = higher margin Outpatient shift higher throughput lower overhead This is hospital care run with private equity logic: Volume up cost per patient down margins intact"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941485960287428776) 2025-07-05 13:14:58 UTC XXX followers, XX engagements "$VKTX is sitting in a biotech moment where M&A whispers weight loss hype and GLP-1 attention converge. If big pharma keeps buying growth a lean focused pipeline like Vikings could be a prime target"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946650561425571984) 2025-07-19 19:17:15 UTC XXX followers, XXX engagements "$VKTX is still pre-revenue which makes it ultra-sensitive to economic sentiment. In a risk-off environment institutional investors flee illiquid speculative biotech bets. But in a risk-on surgeespecially one chasing weight-loss narratives$VKTX becomes a momentum rocket fueled by headlines and hope"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946608137001189453) 2025-07-19 16:28:40 UTC XXX followers, XXX 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 $ABAC. Each offers a unique play on execution scale and strategic shiftsnavigating volatility with very different approaches. Lets dig in"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943246172887417301) 2025-07-10 09:49:26 UTC XXX followers, XXX engagements "$VKTX isnt selling a product yet but its selling a dream backed by strong Phase X data. With $LLY and $NVO dominating GLP-1s any edge in efficacy or tolerability could turn Viking into a must-have M&A target"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947256185066828010) 2025-07-21 11:23:47 UTC XXX followers, XXX engagements "$VKTX is the $TSLA of obesity. The $MRNA of liver disease. The $JPM of biotech shakeouts. When the system breaks platform plays win"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946667521450402067) 2025-07-19 20:24:39 UTC XXX followers, XXX engagements "$AMT and $CCI are boringuntil they arent. When rates drop they rip. When data demand spikes theyre the quiet winners. When carriers merge they sweat briefly. These arent meme stocks. Theyre yield machines disguised as tech infrastructure. And in a world choking on volatility boring might just outperform"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941421902918046078) 2025-07-05 09:00:26 UTC XXX followers, XX engagements "$VKTX is riding the GLP-1 hype wavebut unlike the giants its still early-stage. One breakthrough and its liftoff. But in biotech most rockets dont leave the pad"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946606763106562310) 2025-07-19 16:23:13 UTC XXX followers, XX engagements "agilon health $AGL = Value-Based Infrastructure Think of it like a backend for population health: Data platform for risk stratification Claims + utilization analytics Actuarial modeling Incentive alignment with physicians Contracting with Medicare Advantage payors Its not replacing doctors Its giving them the tools to compete with scaled systems"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943251068801941535) 2025-07-10 10:08:53 UTC XXX followers, XX engagements "$BMNR small float and concentrated asset base make it highly sensitive to commodity price moves. If lithium rare earths or cobalt spike$BMNR becomes a torque play with exponential upside"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947892210550141373) 2025-07-23 05:31:07 UTC XXX followers, XX engagements "$VKTX is riding GLP-1 hype but with a twistoral small molecules instead of injectables. If efficacy holds up it could carve a unique path in metabolic disease treatment"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946606990483947530) 2025-07-19 16:24:07 UTC XXX followers, XX engagements "$AGL operates in a space dominated by incumbents like $UNH $ELV and $CNC. To win it needs to offer better outcomes at lower costs. If it can prove that value consistently scale will followand margins with it"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947979944929190311) 2025-07-23 11:19:45 UTC XXX followers, XXX engagements "$HCA and $UNH are two sides of the same financial engine. $UNH optimizes who gets care $HCA optimizes how that care is delivered The real game Volume flows from $UNHs insurance arms Profit is captured by $HCAs operational efficiency Both squeeze margin from opposite ends And shareholders clip yield from the middle"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941493912553594937) 2025-07-05 13:46:34 UTC XXX followers, XX 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 $META dominate the media cloud space. Tough battle unless GoPro owns the full content creation pipeline"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948009491997282680) 2025-07-23 13:17:09 UTC XXX followers, XXX engagements "$VKTX isnt just playing in biotechits aiming to define the next wave. If GLP-1 drugs reshaped obesity VKTX wants to reshape muscle and metabolic health. Big bets big biology and even bigger implications"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946667805505441850) 2025-07-19 20:25:46 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 $DECK keeps growing full-price DTC sales. Its not just UGGsHOKA is becoming a global brand engine"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948025513403887745) 2025-07-23 14:20:49 UTC XXX followers, XX engagements "$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 "Wall Street loves $UNH and $HCA because the margins look clean. But behind the EBITDA: Staffing burnout Deferred maintenance Denied claims Patients trapped in billing cycles The risk Reality catches up faster than the spreadsheets"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941796738798428513) 2025-07-06 09:49:54 UTC XXX followers, XXX engagements "$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 $TECH cashes in"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948007391267524889) 2025-07-23 13:08:48 UTC XXX followers, XX engagements "$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 "The genius of $HCA and $UNH They dont need to fix the system. They just need it to keep working exactly as it does. Complex billing Scalable. Government inefficiency Billable. Patient confusion Profitable. Incentives are misaligned. Their margins arent"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941526101941158281) 2025-07-05 15:54:29 UTC XXX followers, XX engagements "Competitive landscape $TECH $TECH operates in a dense but fragmented space. Key competitors include: Thermo Fisher: scale leader broadest portfolio Danaher: dominant in tools + instruments aggressive acquirer Abcam: focused on antibodies Bio-Rad MilliporeSigma (Merck) PerkinElmer: specialists in diagnostics and research tools $TECH isnt the biggest. Its edge Precision focus and recurring reagent economics"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1940429401042141592) 2025-07-02 15:16:35 UTC XXX followers, XX engagements "$HCA and $UNH arent disrupting healthcare. Theyre mastering it. $UNH controls the flow of patients. $HCA controls the cost of care. And both thrive in a system defined by opacity and volume. This isnt innovation. Its optimizationwith shareholder returns baked in"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941514872229126323) 2025-07-05 15:09:51 UTC XXX followers, XX 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 has no approved productsyet its valuation keeps climbing. Why Because the market believes in the GLP-1 gold rush and $VKTX holds some promising claims. But without revenue its a race against dilution and trial risk. Speculative Absolutely. But so was $NVO once"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946736966004834504) 2025-07-20 01:00:35 UTC XXX followers, XXX engagements "$VKTX is sitting on a pipeline that looks tailor-made for a buyout. If its obesity drug shows superiorityor even paritywith $NVO or $LLY offerings Big Pharma may not wait for Phase X to knock"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947280412855713826) 2025-07-21 13:00:03 UTC XXX followers, 2332 engagements "$HCA and $UNH are healthcares toll operators. They dont invent cures. They dont perform miracles. They just own: The gate (insurance networks) The road (care delivery) The ledger (billing + data) Every patient is a transaction. Every inefficiency is a margin opportunity. And theyve built empires on both"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941494557973131563) 2025-07-05 13:49:08 UTC XXX followers, XX engagements "$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 "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 $GILD start sniffing around. Biotech M&A season is always open"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947309368048775219) 2025-07-21 14:55:07 UTC XXX followers, XXX engagements "$VKTX has two major catalysts: results from its obesity drug trial and continued interest in GLP-1 analogs. If data is strong valuation could re-rate quickly. But miss expectations and the air comes out fast. Biotech is binary"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946651163744518409) 2025-07-19 19:19:39 UTC XXX followers, XXX engagements "$AGL target: the independent physician In a world dominated by hospital systems and corporate chains agilon helps community-based primary care doctors: Stay independent Participate in Medicare Advantage risk-sharing Get access to capital data and payor relationships agilon doesnt own the practice It enables the practice to operate like a high-performance risk-bearing entity"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943274445633687704) 2025-07-10 11:41:46 UTC XXX followers, XX engagements "$VKTX is playing biotech chess not checkers. While $AMGN focuses on obesity and $PFE spins down its pipeline $VKTX is quietly stacking data in NASH and obesity two of the biggest prize pools. Small cap today acquisition target tomorrow"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947309632524894330) 2025-07-21 14:56:10 UTC XXX followers, XXX engagements "$SATS quietly controls key assets in low-Earth orbit and satellite broadbandcritical as demand for rural connectivity and defense-grade networks surges. While others burn capital on launch theatrics $SATS monetizes spectrum and bandwidth"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947632900364730772) 2025-07-22 12:20:43 UTC XXX followers, XX engagements "Capital allocation $HCA HCA runs like a capital allocator with a surgical toolkit: Capex: $45B/year for new hospitals tech upgrades outpatient expansion Buybacks: aggressivehas repurchased billions in stock over the last decade Dividends: steady but secondary to repurchases M&A: selective tuck-ins not empire building HCA isnt trying to grow for show. Its scaling where it has pricing leverage cost control and a moat"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941487236786114707) 2025-07-05 13:20:02 UTC XXX followers, XX engagements "$CABO is a density-agnostic operator. Operates in low-density markets across 20+ states Avoids metro areas dominated by Comcast or Charter Focuses on towns with limited alternatives Offers broadband not bundlesvideo is fading In short: $CABO picks its battles. And wins by being the only game in town"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943364965693333660) 2025-07-10 17:41:28 UTC XXX followers, XX engagements "Iris Energy ($IREN) is not your typical Bitcoin miner. While others chase hash rate at any cost $IREN is focused on: XXX% renewable energy High-efficiency infrastructure Strategic data center expansion Pivoting toward AI compute with excess capacity Its a mining company playing a data center long game"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1944150182079476066) 2025-07-12 21:41:38 UTC XXX followers, XXX engagements "$UNH and $HCA are the picks and shovels of modern medicine. They dont invent. They dont cure. They dont disrupt. They administer process and deliverat scale with margin. While others bet on science these two bet on structure. And in U.S. healthcare structure always wins"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941610629548179626) 2025-07-05 21:30:22 UTC XXX followers, XX engagements "$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 "$UNH and $HCA are margin machines built on regulatory arbitrage. But what happens when: CMS tightens reimbursement Surprise billing crackdowns stick Labor costs explode Public sentiment turns Youre not long healthcare. Youre long opacity policy inertia and underpaid nurses"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941669230815907978) 2025-07-06 01:23:13 UTC XXX followers, XX engagements "$LLY and $NVO: scale offense. $VKTX: stealth offense. Theyre not playing defense. But Viking isnt playing the same game @KNielsen2000"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947291023350125041) 2025-07-21 13:42:13 UTC XXX followers, XXX engagements "$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 $NVO already proved the market. But no revenue no products. This is biotech roulette with a loaded chamber aimed at the moon"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947222895941276120) 2025-07-21 09:11:30 UTC XXX followers, XXX engagements "$VKTX isnt just riding the GLP-1 hype. Its thyroid hormone receptor-beta agonist for NASH could be a second major value driver. Multiple shots on goal = multiple chances for upside"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946651390018752652) 2025-07-19 19:20:33 UTC XXX followers, XX 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 "Why $HCA works (when it works) Huge scale in high-growth states Dense local networks = pricing power Fixed-cost leverage turns volume into margin Aggressive capital discipline (buybacks dividends) Quiet tech + data edge Its not biotech. Its not software. But $HCA is healthcares most efficient machineand one of its most profitable"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941492603431670142) 2025-07-05 13:41:22 UTC XXX followers, XX engagements "Lease economics $CCI Towers are typically leased on XXX year contracts with: Built-in annual rent escalators (13%) Multiple tenants per tower (high operating leverage) Renewal rates XX% This structure gives $CCI: Visible recurring revenue Inflation protection via escalators High ROI after breakeven (2 tenants per tower = margin expansion) Its real estatebut with bandwidth not buildings"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1940997121378849108) 2025-07-04 04:52:30 UTC XXX followers, XX 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 "If youre fading $TNSR . youre fading: Solana adoption NFT financialization Trader-first marketplaces A lean team executing at speed No fluff. No gimmicks. Just product and volume. Thats the core of the $TNSR thesis"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1944078018223174052) 2025-07-12 16:54:53 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 "Risks $HCA Even with scale and cash flow $HCA isnt bulletproof: Labor shortages biggest cost + operational risk Payor mix shift more government = lower margins Regulatory risk surprise billing laws rate caps antitrust scrutiny Recession delays elective care hits volumes Nonprofit competition can undercut on pricing The model works best when volumes are high and payors are commercial. Disrupt either and the engine starts to sputter"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941492394471403912) 2025-07-05 13:40:32 UTC XXX followers, XX engagements "$VKTX has a fraction of the revenue of $LLY and $NVO but trades at a premium on hope. That hope Blockbuster results in obesity and NASH. But biotech isnt a straight lineclinical risk funding cycles and FDA delays could derail the story fast"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946607414041612307) 2025-07-19 16:25:48 UTC XXX followers, XXX engagements "$HIMS is the cool DTC brand turning awkward health convos into seamless subscriptions. Hair sex mental health they package it ship it and own the relationship. And while $VKTX is in the lab $HIMS is already in your bathroom"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946912131397435842) 2025-07-20 12:36:38 UTC XXX followers, XXX engagements "$GREE is trying to pivot from legacy energy to high-performance computing (HPC) and crypto hosting. But: Its undercapitalized compared to $MARA $CLSK $IREN Faces regulatory heat and high power costs No real moat in hosting Could work if the Bitcoin bull run is massive. But margin for error is razor-thin"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948048468225712549) 2025-07-23 15:52:02 UTC XXX followers, XXX engagements "$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 $IREN capacity"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947351729156067649) 2025-07-21 17:43:26 UTC XXX followers, XX engagements "$HCA and $UNH are healthcares duopoly of scale. $HCA: runs the hospitals $UNH: runs the insurance data and pharmacy ops (via Optum) One bills. One pays. And both are building vertically integrated machines that control access pricing and care delivery. If healthcare is a $4T market these two are quietly routing the trafficand charging tolls"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941493021863751878) 2025-07-05 13:43:02 UTC XXX followers, XX engagements "$CABO is a density-agnostic operator. Operates in low-density markets across 20+ states Avoids metro areas dominated by Comcast or Charter Focuses on towns with limited alternatives Offers broadband not bundlesvideo is fading In short: $CABO picks its battles. And wins by being the only game in town"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943368490183782874) 2025-07-10 17:55:28 UTC XXX followers, XX engagements "$IREN operates in multiple jurisdictions exposing it to evolving mining regulations in both Australia and North Americaunlike $MARA or $CIFR which are mostly U.S.-based"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947391313030353082) 2025-07-21 20:20:44 UTC XXX followers, XXX engagements "$AMT vs. $CCI is a question of conviction vs. comfort. $AMT = global reach higher growth FX risk $CCI = U.S.-only fiber-heavy safer cash flows One bets on emerging markets and mobile expansion. The other bets on U.S. zoning laws and carrier lock-in. Both win if the world keeps streaming scrolling and shouting into 5G"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941408247442706641) 2025-07-05 08:06:10 UTC XXX followers, XX engagements "$VKTX is like Moderna ($MRNA) in early 2020. Before the world realized what was coming $MRNA was a quiet name with powerful science. Then the COVID crisis hit and its platform became the solution. Obesity and NASH are todays slow-burn crises. $VKTX could be the next overnight savior investors pretend they always believed in"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946667183679193214) 2025-07-19 20:23:18 UTC XXX followers, XXX engagements "$IREN isnt just mining Bitcoinits quietly building energy infrastructure. Vertically integrated renewables-focused and scalable. Its not just a crypto playits an infrastructure thesis with optionality"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947194135426859151) 2025-07-21 07:17:13 UTC XXX followers, XXX engagements "Bitfarms $BITF is a Bitcoin miner with global reach. Unlike peers focused on North America $BITF spans: Canada Paraguay Argentina Potential expansion into the U.S. Its model is about scale low-cost energy and geographic diversification"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1944654897376293003) 2025-07-14 07:07:12 UTC XXX followers, XXX engagements "$VKTX has no commercial productsyet commands a multibillion-dollar valuation. Thats the biotech game: value today based on hope for tomorrow. High risk high reward. Youre not buying cash flowyoure buying potential"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946651004276994137) 2025-07-19 19:19:01 UTC XXX followers, XX engagements "Outsmart the market with a keen eye on Danaher Corporation $DHR Constellation Energy Corporation $CEG and Vistra Corp. $VST as these companies navigate transformative industry trends and strategic shifts. Recent news highlights include breakthroughs in CRISPR gene editing nuclear power investment opportunities and AI-driven energy solutions underscoring significant market developments across life sciences diagnostics and energy sectors"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1942980802989731870) 2025-07-09 16:14:56 UTC XXX followers, 3641 engagements "$UNH and $HCA dont need the system to get better. They just need it to stay complex. Every layer of red tape = margin Every denial appeal or code = leverage Every inefficiency = someone elses problem their upside Healthcare isnt broken for them. Its working exactly as modeled"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941631964450259285) 2025-07-05 22:55:08 UTC XXX followers, XX engagements "$SATS isnt competing with $T or $VZ head-onits building where others dont go. Remote logistics hubs offshore energy maritime fleets. Its less about consumer volume more about industrial necessity. High-margin sticky contracts"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947726555859271725) 2025-07-22 18:32:52 UTC XXX followers, XX engagements "$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. $GPRO still feels like a one-trick pony"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948018721810690231) 2025-07-23 13:53:50 UTC XXX followers, XX engagements "$HCA and $UNH arent friendsbut they need each other. $UNH wants lower costs per patient $HCA wants higher reimbursement per procedure The tension Constant. But $HCAs scale gives it leverage in contract negotiations. And $UNHs patient volume gives it leverage in return. Its a high-stakes standoff But both win as long as the system stays fragmented and opaque"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941493761298567619) 2025-07-05 13:45:58 UTC XXX followers, XX engagements "$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 "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 "If environmental rules tighten or carbon taxes expand $IRENs hydro and wind sourcing helpsbut its not immune. $HUT and $BITF may face similar scrutiny"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947391133883199847) 2025-07-21 20:20:01 UTC XXX followers, XXX engagements "But heres the challenge: fiber is coming. Regional electric co-ops and telcos are building fiber Federal subsidies (BEAD RDOF) are flowing into rural broadband $CABO faces pressure to upgrade legacy cable to remain competitive Capex may rise margins may tighten The moat isnt permanent Its a race between cash flow now and infrastructure pressure later"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943402053625352608) 2025-07-10 20:08:50 UTC XXX followers, XX engagements "$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 "Whats the bull case for $BITF Dirt-cheap energy across diversified geographies Aggressive hashrate expansion Lean ops with no excessive debt Strategic optionality post-halving Possible M&A target in consolidating mining market If Bitcoin runs Bitfarms could leverage scale into serious upside"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1944788011465515453) 2025-07-14 15:56:09 UTC XXX followers, XXX engagements "$VKTX is sitting on a potential goldmine with VK2735 targeting the GLP-1 space dominated by $LLY and $NVO. But unlike its heavyweight rivals $VKTX has to prove both efficacy and durabilitywith a fraction of the resources. David vs. two Goliaths"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946607639049212266) 2025-07-19 16:26:42 UTC XXX followers, XXX 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 "Everyone calls $UNH and $HCA defensive. But whats defensive about: 5x leverage Declining labor morale Political pressure on pricing A system the public hates Youre not buying safety. Youre buying systemic fragilityat scale"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941687561849655665) 2025-07-06 02:36:04 UTC XXX followers, XX engagements "$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 "The bet behind $AMT and $CCI is simple: The world will need more signal. That signal needs physical space. And whoever owns the verticals owns the cash flow. No matter what changes in techcloud AI blockchain every byte still needs a place to stand. Towers arent innovation. Theyre infrastructure that gets paid every time innovation shows up"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941476642292982185) 2025-07-05 12:37:57 UTC XXX followers, XX engagements "$IREN isnt just a minerits an energy trader with ASICs. By aligning operations with energy market dynamics it extracts BTC where others cant break even"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947029845201879232) 2025-07-20 20:24:23 UTC XXX followers, XXX engagements "$HCA and $UNH scale what the system already rewards: High volume Repeat visits Reimbursement optimization Administrative complexity Healthcare as a business isnt about healing Its about throughput and coding. And these two built their models to thrive in that reality"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941530453019648285) 2025-07-05 16:11:46 UTC XXX followers, XX engagements "$IREN is highly exposed to $BTC price volatility. Unlike $MARA or $CLSK it runs leanbut sharp BTC drawdowns hit revenue hard compressing margins fast"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947369183462789516) 2025-07-21 18:52:48 UTC XXX followers, XXX engagements "$VKTX is lean. With $500M in cash and no debt it has the runway to push through late-stage trials without dilution pressure. In biotech clean balance sheets = real optionality"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946651926327619719) 2025-07-19 19:22:40 UTC XXX followers, XXX engagements "$SBET edge is in personalization. Its tech tailors betting offers to individual users based on behavior preferences and context. The goal Make every fan feel like the odds were made just for them"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947292236003020944) 2025-07-21 13:47:02 UTC XXX followers, XX 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 "Margin profile $CCI Towers = the cash cow High margin (80%+ EBITDA margin) Low maintenance capex Scales with tenancy Fiber/small cells = margin drag Lower margin (4050%) Higher opex and deployment costs Slower ROI"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941026485714014663) 2025-07-04 06:49:11 UTC XXX followers, XX engagements "$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 $500M in cash and equivalents. That gives them a long runwayenough to fund pivotal trials without rushing to dilute. In biotech cash = time"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946565793832935472) 2025-07-19 13:40:25 UTC XXX followers, XXX engagements "$UNH and $HCA dont scale innovationthey scale inefficiency. XX phone calls to schedule a scan XX% of claims denied first pass Record profits during a nursing shortage These arent healthcare companies. Theyre administrative gatekeepers with great IR teams"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941687414512087091) 2025-07-06 02:35:29 UTC XXX followers, XX engagements "$CCI isnt a telco. Its a real estate company that rents vertical infrastructurecell towers fiber and small cellsto wireless carriers. Think of it as a landlord for mobile data. Heres a breakdown of how Crown Castle makes money why it matters and what risks it faces"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1940874638793626088) 2025-07-03 20:45:48 UTC XXX followers, XX engagements "$VKTX isnt building castlesits building blueprints. Let $LLY and $NVO spend on manufacturing and distribution. Viking is focused on proving the science and letting partners do the heavy lifting. Small cap biotech with a licensing mindset"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946910147936202821) 2025-07-20 12:28:45 UTC XXX followers, XXX engagements "$VKTX is chasing $LLY and $NVObut its not just another GLP-1 player. $VKTX focuses on small-molecule oral drugs. $NVO and $LLY dominate with injectables and first-mover advantage. $VKTX has upside if oral options gain tractionespecially for patients wary of needles. Risk $VKTX is still pre-revenue. The underdog bet in a heavyweight market"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946607161976484202) 2025-07-19 16:24:48 UTC XXX followers, XXX engagements "$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 "Nike $NKE If tariffs rise and Nike reshuffles production expect a transitional margin dip: Shifting manufacturing to lower-tariff countries (e.g. India Mexico) takes time and capital. Supply chain realignment brings temporary inefficiencies and logistical challenges. Contract renegotiations and facility investments could pressure near-term earnings. Investors need to price in execution risk during any supply chain pivot"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946136388329517559) 2025-07-18 09:14:07 UTC XXX followers, XXX engagements "$VKTX has positioned itself as a pure-play metabolic disruptor. If their obesity and NASH trials succeed they wont just be a small-cap biotechtheyll be a category killer. High risk potentially generational reward"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946566106421895177) 2025-07-19 13:41:39 UTC XXX followers, XXX 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/1946872916823416847) 2025-07-20 10:00:49 UTC XXX followers, XXX engagements "Everyone says Coinbase $COIN is just a fee machine. And theyre right. But when youre the only legal casino in town during a bull run even the house can double. The bet isnt on crypto. Its on regulation locking out the competition"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947292149428429148) 2025-07-21 13:46:42 UTC XXX followers, XX engagements "Bitfarms is scalingfast. $BITF is pushing toward: Over XX EH/s in hashrate by 2025 XX facilities across X countries 17000+ BTC mined since inception Massive infrastructure upgrades post-halving Hashrate is kingand Bitfarms is betting big on becoming a top global player"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1944676664597741829) 2025-07-14 08:33:41 UTC XXX followers, 1438 engagements "$ASTS (AST SpaceMobile) wants to bring satellite-based broadband directly to smartphonesno dishes no extra hardware. Its a moonshot: global coverage from space using massive phased-array satellites. Early tests with AT&T and Vodafone are promising. If it works its a telco game-changer"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946082226006810792) 2025-07-18 05:38:53 UTC XXX followers, XXX 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 "Origins of $CCI Crown Castle was founded in 1994 just as wireless networks began scaling nationally. At first it focused on macro towerssteel structures leased to multiple carriers. Over time it expanded into: Fiber infrastructure Small cells for dense urban data traffic Today: $CCI owns 40000 towers 85000 route miles of fiber and leases to every major U.S. carrier"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1940876137887826036) 2025-07-03 20:51:45 UTC XXX followers, XX engagements "Betting on $HCA and $UNH is a bet on one thing: That Americas healthcare system wont get simpler. Complexity = profit Fragmentation = leverage Volume + opacity = durable margins If reform ever comes both could feel pain. But until then $HCA owns the beds. $UNH owns the billing code. And both own the cash flow"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941494307162059249) 2025-07-05 13:48:08 UTC XXX followers, XX engagements "$VKTX doesnt just compete on scienceit competes on expectations. With $LLY and $NVO dominating GLP-1 mindshare $VKTX has to convince the market that its differentiated dual-agonist tech is more than just theoretical. If data hits The upside is asymmetric. If not Valuation can evaporate fast"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946608256245461278) 2025-07-19 16:29:09 UTC XXX followers, XXX engagements "$VKTX isnt just a GLP-1 playits a metabolic war machine. Pipeline optionality + licensing leverage = asymmetric upside. In a sector starving for real innovation this ones feasting"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946667625527853322) 2025-07-19 20:25:03 UTC XXX followers, XXX engagements "$SATS is becoming the quiet backbone of niche connectivity. Think oil rigs remote farms or emergency responseplaces $T and $VZ dont prioritize. Its not mass-market scale but its reliable recurring and defensible"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947720559368016157) 2025-07-22 18:09:02 UTC XXX followers, XX engagements "$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 "Business model $CCI Crown Castle owns infrastructure and leases it to wireless carriers. Main revenue streams: Towers: Long-term leases with Verizon AT&T T-Mobile Fiber: Enterprise and carrier backhaul Small cells: Installed on poles used in dense urban environments Each asset is capital-intensive up front but delivers high-margin recurring revenue for decades"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1940996533819728244) 2025-07-04 04:50:10 UTC XXX followers, XX engagements "$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 "$VKTX oral obesity drug could rewrite the GLP-1 narrative. While $LLY and $NVO dominate injectables oral convenience is the next frontier. If Viking nails efficacy it wont just compete it could expand the market"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947316410272629080) 2025-07-21 15:23:06 UTC XXX followers, 1480 engagements "$UNH and $HCA only work as long as no one reads the fine print. Out-of-network billing games Prior authorization delays Upcoding and cost shifting Quiet consolidation = less choice more pricing power The moment Washington stops pretending not to notice The margins vanish"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941669676636942722) 2025-07-06 01:25:00 UTC XXX followers, XX engagements "$CABO is a density-agnostic operator. Operates in low-density markets across 20+ states Avoids metro areas dominated by Comcast or Charter Focuses on towns with limited alternatives Offers broadband not bundlesvideo is fading In short: $CABO picks its battles. And wins by being the only game in town"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943368579774026204) 2025-07-10 17:55:50 UTC XXX followers, XX engagements "$VKTX has no approved productsjust pipeline promise. But promise is potent in biotech. If data holds up they wont need to sellBig Pharma will come knocking"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946500757718737318) 2025-07-19 09:21:59 UTC XXX followers, XXX engagements "Crown Castle Inc. $CCI **Introduction:** Market Cap: $XXXXX billion Date of Listing: 1998 Number of Employees: 5000 Product Overview: Crown Castle is a premier REIT focusing on owning and leasing cell towers and fiber infrastructure across the US primarily servicing major wireless carriers"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1940873199077462035) 2025-07-03 20:40:04 UTC XXX followers, XX engagements "$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 $CNC. To win it needs to offer better outcomes at lower costs. If it can prove that value consistently scale will followand margins with it"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948004504693358816) 2025-07-23 12:57:20 UTC XXX followers, XX engagements "$ORCL isnt just surviving in the age of cloudits transforming. Legacy perception Gone. With Cerner its making real plays in healthcare data. With OCI its taking shots at $AMZN and $MSFT. Dont sleep on old giants with new moves"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948044100701233335) 2025-07-23 15:34:41 UTC XXX followers, XX engagements "The core economic engine: global capitation $AGL partners take on full financial risk for patient outcomes. Medicare pays a fixed per-member-per-month (PMPM) fee Docs are incentivized to reduce unnecessary care agilon takes a share of the margin between costs and capitation Its healthcare as a risk arbitrage business. Do more with less and you profit. Fail and you bleed"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943314555318263817) 2025-07-10 14:21:09 UTC XXX followers, XXX engagements "$CABO strategic shift: from cash compounding to fiber defense. Capex has ticked up as they upgrade high-usage markets to fiber M&A has slowedfocus is now internal buildout ARPU growth still healthy but subscriber growth is flat to declining Buybacks have slowed reflecting a more cautious capital stance The games changed. Now its about defending the base not expanding it"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943531566895931779) 2025-07-11 04:43:29 UTC XXX followers, XX engagements "$VKTX is like early $TSLAdismissed by skeptics underestimated by incumbents and quietly perfecting something that could reshape its entire sector. If metabolic therapy is the EV moment for biotech $VKTX might just be first across the line"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946652532714930482) 2025-07-19 19:25:05 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 $GOOG but its built for durability"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1948044288358793726) 2025-07-23 15:35:25 UTC XXX followers, XX engagements "$IREN vs. the competition: $MARA (Marathon Digital): Scale leader. Massive hash rate but higher cost of production and debt risk. Aggressive growth less lean. $CLSK (CleanSpark): Efficient and fast-scaling. Strong execution and margins but reliant on acquisitions and power contracts. $BITF (Bitfarms): Geographic diversity. Low-cost hydro assets in LatAm and Canada but leadership turnover creates overhang. $RIOT (Riot Platforms): Vertically integrated with power arbitrage via Whinstone facility. Strong infra but expensive expansion. $IREN: Debt-free renewables-based and built for operational"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1945951787451814169) 2025-07-17 21:00:34 UTC XXX followers, XXX engagements "$HIMS vs $CVS vs $TDOC $HIMS: Brand-first vertically integrated consumer-native. Focused on convenience and recurring DTC revenue. $CVS: Legacy infrastructure brick & mortar-heavy pivoting toward digitalbut slow. $TDOC: Pure-play telehealth struggling to differentiate and retain users. One builds loyalty. One chases it. One loses it"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946912736283423018) 2025-07-20 12:39:02 UTC XXX followers, XXX engagements "$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 "What is Cable One $CABO $CABO is a rural broadband provider. But its not a cable TV playits a high-margin internet infrastructure business focused on underserved U.S. markets. Forget urban competition$CABO thrives where the giants dont bother to go"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943351416459858209) 2025-07-10 16:47:38 UTC XXX followers, XX engagements "$VKTX is trading like a biotech lottery ticketwith real odds. $LLY and $NVO dominate today but $VKTXs oral GLP-1 programs and muscle-building pipeline give it optionality. The question: Can they hit endpoints before the market runs out of patience"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946607329928991106) 2025-07-19 16:25:28 UTC XXX followers, XXX engagements "@KNielsen2000 Protecting market share Blocking competitors Reinforcing regulatory and distribution moats"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947283950386245966) 2025-07-21 13:14:07 UTC XXX followers, XXX engagements "$ORCL isnt trying to be everything for everyone. Its targeting regulated industries mission-critical databases and hybrid cloud setups. That focus gives it pricing power and customer lock-in"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1945928823138124053) 2025-07-17 19:29:19 UTC XXX followers, XXX engagements "$VKTX is the search engine you didnt know you neededquietly indexing pathways cracking biological relevance and returning alpha while big pharma buys ads on the front page. When $GOOG was stealthy no one took it seriously either"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946652399516406055) 2025-07-19 19:24:33 UTC XXX followers, XXX engagements "Whats the moat Its geography + cost to compete. Laying fiber in rural markets is expensive Subscriber bases are too small for big players to care Once built networks last decades Customers are sticky especially with few alternatives $CABO thrives in markets that look unattractive on a spreadsheet until you control them"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1943390274845393283) 2025-07-10 19:22:02 UTC XXX followers, XX engagements "$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 $FTNT. In a fragmented cybersecurity ecosystem modularity matters. NXDR could be the glue layer investors are sleeping on. Infrastructure-style upside in a high-velocity market"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1947740870570090900) 2025-07-22 19:29:45 UTC XXX followers, XXX engagements "$AMT vs. peers In the tower REIT space $AMT competes with: Crown Castle ($CCI) U.S.-focused heavier on fiber & small cells SBA Communications ($SBAC) leaner higher U.S. mix American Tower ($AMT) global reach more diversified geography Key differences: $CCI: lower international exposure lower riskbut slower growth $SBAC: growth-focused aggressive capital return $AMT: diversified higher FX risk largest global tower footprint Think of $AMT as the index fund of mobile infrastructure"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941405090054553884) 2025-07-05 07:53:37 UTC XXX followers, XX engagements "In a bull market $AMT and $CCI get ignored. In a bear market they get respect. Towers dont go viral But they dont go bankrupt either Rent never sleepseven when risk appetite does When everything else gets rerated tower REITs keep compounding quietly. Thats not hype. Thats discipline at XXX feet"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941474477029707936) 2025-07-05 12:29:20 UTC XXX followers, XX engagements "$VKTX is going after liver and obesity targets with its novel therapies aiming to disrupt $NVO and $LLYs dominance. While $NVO and $LLY bank on proven injectable GLP-1 drugs $VKTX bets on oral delivery and combo therapies. Smaller leaner and riskierbut if trials succeed the payoff could be enormous"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1946607246416203807) 2025-07-19 16:25:08 UTC XXX followers, XXX engagements "$UNH and $HCA are house-of-cards trades on the assumption that regulators stay asleep. One aggressive DOJ antitrust case One executive order on price transparency One viral billing scandal Thats all it takes to turn predictable cash flow into a regulatory headache. When your moat is complexity clarity is the real risk"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1941687676471582890) 2025-07-06 02:36:31 UTC XXX followers, XXX engagements "This month we spotlight three diverse industry leadersZoetis Inc. $ZTS Honeywell International Inc. $HON and The Kroger Co. $KR each with a unique strategic edge and market position. These companies are not only weathering current market conditions but also providing potential opportunities for investors to outsmart the market"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1945552186584567865) 2025-07-16 18:32:42 UTC XXX followers, 4168 engagements "$BITF is all about cheap electricity. Bitcoin mining = electricity arbitrage. Bitfarms taps into: Hydropower in Quebec Low-cost energy in Paraguay Industrial rates in Argentina Average cost of production is among the lowest in the industry. Thats a huge edge during Bitcoin downturns"  [@HighSell53466](/creator/x/HighSell53466) on [X](/post/tweet/1944661947774882083) 2025-07-14 07:35:13 UTC XXX followers, XXX 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 $vktx, $hca, $unh, $cci 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 +162%
Mentions: XX #
- X Week XXX -XXXX%
Followers: XXX #
- X Week XXX +31%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies XXXX% finance XXXX% technology brands XXXX% countries XXXX% fashion brands XXXX% automotive brands XXXX% social networks XXXX% exchanges XXXX%
Social topic influence $vktx #29, $hca 6.79%, $unh 4.96%, $cci 4.7%, $lly #34, $nvo #40, $iren #82, iren #99, sats 3.13%, $sats XXXX%
Top accounts mentioned or mentioned by @knielsen2000 @glptrackerapp @drcm4t @anna25_8 @gorgeoussch @anna258 @btcrenaissance @financebully @bernardgoldste6 @bavariaron @deepvalueoracle
Top assets mentioned Viking Therapeutics, Inc (VKTX) HCA Healthcare Inc (HCA) UnitedHealth Group (UNH) Crown Castle Inc (CCI) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Iris Energy Limited Ordinary Shares (IREN) SATS (Ordinals) (SATS) Agilon Health, Inc. (AGL) American Tower Corp (AMT) Bitcoin (BTC) Cable One, Inc. (CABO) Bitfarms Ltd. (BITF) Amazon.com, Inc. (AMZN) Verizon Communications Inc. (VZ) Viking Holdings Ltd (VIK) MARA Holdings, Inc. (MARA) Tesla, Inc. (TSLA) GoldPro Token (GPRO) BitMine (BMNR) Apple, Inc. (AAPL) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Danaher Corporation (DHR) CLEANSPARK INC (CLSK) AT&T Inc. (T) Oracle Corporation (ORCL) Amgen, Inc. (AMGN) Iridium Communications Inc. (IRDM) Teladoc Health, Inc. (TDOC) T-Mobile (TMUS) Moderna Inc (MRNA) Elevance Health Inc (ELV) Centene Corp (CNC) Riot Platforms, Inc. (RIOT) Metadium (META) Alphabet Inc Class A (GOOGL) Deckers Outdoor, Corp. (DECK) Nike Inc (NKE) BIO-TECHNE Corp (TECH) Tensor (TNSR) Solana (SOL) Hims & Hers Health, Inc. (HIMS)
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 $HCA is the only serious provider at scale. Thats not just market shareits pricing power"
@HighSell53466 on X 2025-07-05 13:16:39 UTC XXX followers, XX engagements
"$SATS might not have the flash of $TSLA or the capital of $AMZN but its integration of satellite broadband mobility solutions and enterprise networks gives it asymmetric upside. In a bifurcating internet world $SATS bets on connectivity without cables" @HighSell53466 on X 2025-07-22 13:38:43 UTC XXX followers, XX engagements
"Tech + data = operational edge $HCA HCA quietly runs one of the most advanced data ops in healthcare: 35M+ patient encounters annually Deep EHR integration + clinical analytics Standardized care pathways = better outcomes lower variation Predictive staffing + capacity planning This isnt about flashy AI. Its about turning data into marginand doing it across XXX hospitals at scale" @HighSell53466 on X 2025-07-05 13:37:53 UTC XXX followers, XX engagements
"$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 $AGL nails execution margins could expand dramatically" @HighSell53466 on X 2025-07-23 11:18:29 UTC XXX followers, XX engagements
"$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 $GPRO risks being a niche gadget brand" @HighSell53466 on X 2025-07-23 13:18:32 UTC XXX followers, XX engagements
"$AMT and $CCI arent tech stocks. But tech cant function without them. Theyre not building apps. Theyre not chasing trends. Theyre not sexy. But every AI inference crypto trade or FaceTime call has one thing in common: It hits a tower" @HighSell53466 on X 2025-07-05 13:02:29 UTC XXX followers, XX engagements
"$VKTX just raised $550M. No revenue. $LLY & $NVO dominate obesity. $AMGN is lurking. And $VKTX Betting it all on data. If the next readout hits its a rocket. If not gravitys cruel" @HighSell53466 on X 2025-07-20 01:01:33 UTC XXX followers, XXX engagements
"$SATS is building out the backbone of satellite-based connectivity. While $IRDM and $ASTS chase direct-to-device hype $SATS is quietly positioning itself as the infrastructure layer others will rely on" @HighSell53466 on X 2025-07-22 06:49:01 UTC XXX followers, XXX engagements
"$VKTX is up against giants with deep pockets and pipeline depth. But biotech markets arent always rationalearly promise and clean Phase X data can spark big moves before fundamentals catch up. Momentum traders vs. long-term holders: whos right" @HighSell53466 on X 2025-07-19 19:16:52 UTC XXX followers, XX 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 $HIMSbut in a regulated space where legacy still dominates. High risk but high operational leverage if it clicks" @HighSell53466 on X 2025-07-22 19:30:23 UTC XXX followers, XXX engagements
"$VKTX is a small cap swinging in a macro jungle. GLP-1s are booming but rate volatility biotech risk premiums and capital access constraints make it tough for players like $VKTX to thrive. Still in a world of constrained growth a low-float moonshot with breakthrough upside is exactly what gets attention" @HighSell53466 on X 2025-07-19 16:27:31 UTC XXX followers, XXX engagements
"Want to short U.S. healthcare bloat $UNH and $HCA arent your trade. They are the bloat. Optimized operationalized and monetized. Every inefficiency others complain about theyve built a margin model around it. Dont bet on the system collapsing. Bet on whos figured out how to bill it" @HighSell53466 on X 2025-07-06 01:22:06 UTC XXX followers, XX engagements
"$SATS is quietly assembling a telco-space hybrid. Terrestrial wireless players like $TMUS or $VZ lease bandwidth$SATS wants to own the bandwidth the transport and the end-user pipe. A full-stack bet on orbital vertical integration" @HighSell53466 on X 2025-07-22 14:34:46 UTC XXX followers, XX engagements
"Profit engine $HCA HCA isnt just bigits deliberately efficient. Key levers: Centralized purchasing leverage in supplies & equipment Physician alignment many doctors are employed not just affiliated Standardized clinical protocols less variation better outcomes High fixed-cost leverage more volume = higher margin Outpatient shift higher throughput lower overhead This is hospital care run with private equity logic: Volume up cost per patient down margins intact" @HighSell53466 on X 2025-07-05 13:14:58 UTC XXX followers, XX engagements
"$VKTX is sitting in a biotech moment where M&A whispers weight loss hype and GLP-1 attention converge. If big pharma keeps buying growth a lean focused pipeline like Vikings could be a prime target" @HighSell53466 on X 2025-07-19 19:17:15 UTC XXX followers, XXX engagements
"$VKTX is still pre-revenue which makes it ultra-sensitive to economic sentiment. In a risk-off environment institutional investors flee illiquid speculative biotech bets. But in a risk-on surgeespecially one chasing weight-loss narratives$VKTX becomes a momentum rocket fueled by headlines and hope" @HighSell53466 on X 2025-07-19 16:28:40 UTC XXX followers, XXX 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 $ABAC. Each offers a unique play on execution scale and strategic shiftsnavigating volatility with very different approaches. Lets dig in" @HighSell53466 on X 2025-07-10 09:49:26 UTC XXX followers, XXX engagements
"$VKTX isnt selling a product yet but its selling a dream backed by strong Phase X data. With $LLY and $NVO dominating GLP-1s any edge in efficacy or tolerability could turn Viking into a must-have M&A target" @HighSell53466 on X 2025-07-21 11:23:47 UTC XXX followers, XXX engagements
"$VKTX is the $TSLA of obesity. The $MRNA of liver disease. The $JPM of biotech shakeouts. When the system breaks platform plays win" @HighSell53466 on X 2025-07-19 20:24:39 UTC XXX followers, XXX engagements
"$AMT and $CCI are boringuntil they arent. When rates drop they rip. When data demand spikes theyre the quiet winners. When carriers merge they sweat briefly. These arent meme stocks. Theyre yield machines disguised as tech infrastructure. And in a world choking on volatility boring might just outperform" @HighSell53466 on X 2025-07-05 09:00:26 UTC XXX followers, XX engagements
"$VKTX is riding the GLP-1 hype wavebut unlike the giants its still early-stage. One breakthrough and its liftoff. But in biotech most rockets dont leave the pad" @HighSell53466 on X 2025-07-19 16:23:13 UTC XXX followers, XX engagements
"agilon health $AGL = Value-Based Infrastructure Think of it like a backend for population health: Data platform for risk stratification Claims + utilization analytics Actuarial modeling Incentive alignment with physicians Contracting with Medicare Advantage payors Its not replacing doctors Its giving them the tools to compete with scaled systems" @HighSell53466 on X 2025-07-10 10:08:53 UTC XXX followers, XX engagements
"$BMNR small float and concentrated asset base make it highly sensitive to commodity price moves. If lithium rare earths or cobalt spike$BMNR becomes a torque play with exponential upside" @HighSell53466 on X 2025-07-23 05:31:07 UTC XXX followers, XX engagements
"$VKTX is riding GLP-1 hype but with a twistoral small molecules instead of injectables. If efficacy holds up it could carve a unique path in metabolic disease treatment" @HighSell53466 on X 2025-07-19 16:24:07 UTC XXX followers, XX engagements
"$AGL operates in a space dominated by incumbents like $UNH $ELV and $CNC. To win it needs to offer better outcomes at lower costs. If it can prove that value consistently scale will followand margins with it" @HighSell53466 on X 2025-07-23 11:19:45 UTC XXX followers, XXX engagements
"$HCA and $UNH are two sides of the same financial engine. $UNH optimizes who gets care $HCA optimizes how that care is delivered The real game Volume flows from $UNHs insurance arms Profit is captured by $HCAs operational efficiency Both squeeze margin from opposite ends And shareholders clip yield from the middle" @HighSell53466 on X 2025-07-05 13:46:34 UTC XXX followers, XX 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 $META dominate the media cloud space. Tough battle unless GoPro owns the full content creation pipeline" @HighSell53466 on X 2025-07-23 13:17:09 UTC XXX followers, XXX engagements
"$VKTX isnt just playing in biotechits aiming to define the next wave. If GLP-1 drugs reshaped obesity VKTX wants to reshape muscle and metabolic health. Big bets big biology and even bigger implications" @HighSell53466 on X 2025-07-19 20:25:46 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 $DECK keeps growing full-price DTC sales. Its not just UGGsHOKA is becoming a global brand engine" @HighSell53466 on X 2025-07-23 14:20:49 UTC XXX followers, XX engagements
"$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
"Wall Street loves $UNH and $HCA because the margins look clean. But behind the EBITDA: Staffing burnout Deferred maintenance Denied claims Patients trapped in billing cycles The risk Reality catches up faster than the spreadsheets" @HighSell53466 on X 2025-07-06 09:49:54 UTC XXX followers, XXX engagements
"$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 $TECH cashes in" @HighSell53466 on X 2025-07-23 13:08:48 UTC XXX followers, XX engagements
"$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
"The genius of $HCA and $UNH They dont need to fix the system. They just need it to keep working exactly as it does. Complex billing Scalable. Government inefficiency Billable. Patient confusion Profitable. Incentives are misaligned. Their margins arent" @HighSell53466 on X 2025-07-05 15:54:29 UTC XXX followers, XX engagements
"Competitive landscape $TECH $TECH operates in a dense but fragmented space. Key competitors include: Thermo Fisher: scale leader broadest portfolio Danaher: dominant in tools + instruments aggressive acquirer Abcam: focused on antibodies Bio-Rad MilliporeSigma (Merck) PerkinElmer: specialists in diagnostics and research tools $TECH isnt the biggest. Its edge Precision focus and recurring reagent economics" @HighSell53466 on X 2025-07-02 15:16:35 UTC XXX followers, XX engagements
"$HCA and $UNH arent disrupting healthcare. Theyre mastering it. $UNH controls the flow of patients. $HCA controls the cost of care. And both thrive in a system defined by opacity and volume. This isnt innovation. Its optimizationwith shareholder returns baked in" @HighSell53466 on X 2025-07-05 15:09:51 UTC XXX followers, XX 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 has no approved productsyet its valuation keeps climbing. Why Because the market believes in the GLP-1 gold rush and $VKTX holds some promising claims. But without revenue its a race against dilution and trial risk. Speculative Absolutely. But so was $NVO once" @HighSell53466 on X 2025-07-20 01:00:35 UTC XXX followers, XXX engagements
"$VKTX is sitting on a pipeline that looks tailor-made for a buyout. If its obesity drug shows superiorityor even paritywith $NVO or $LLY offerings Big Pharma may not wait for Phase X to knock" @HighSell53466 on X 2025-07-21 13:00:03 UTC XXX followers, 2332 engagements
"$HCA and $UNH are healthcares toll operators. They dont invent cures. They dont perform miracles. They just own: The gate (insurance networks) The road (care delivery) The ledger (billing + data) Every patient is a transaction. Every inefficiency is a margin opportunity. And theyve built empires on both" @HighSell53466 on X 2025-07-05 13:49:08 UTC XXX followers, XX engagements
"$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
"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 $GILD start sniffing around. Biotech M&A season is always open" @HighSell53466 on X 2025-07-21 14:55:07 UTC XXX followers, XXX engagements
"$VKTX has two major catalysts: results from its obesity drug trial and continued interest in GLP-1 analogs. If data is strong valuation could re-rate quickly. But miss expectations and the air comes out fast. Biotech is binary" @HighSell53466 on X 2025-07-19 19:19:39 UTC XXX followers, XXX engagements
"$AGL target: the independent physician In a world dominated by hospital systems and corporate chains agilon helps community-based primary care doctors: Stay independent Participate in Medicare Advantage risk-sharing Get access to capital data and payor relationships agilon doesnt own the practice It enables the practice to operate like a high-performance risk-bearing entity" @HighSell53466 on X 2025-07-10 11:41:46 UTC XXX followers, XX engagements
"$VKTX is playing biotech chess not checkers. While $AMGN focuses on obesity and $PFE spins down its pipeline $VKTX is quietly stacking data in NASH and obesity two of the biggest prize pools. Small cap today acquisition target tomorrow" @HighSell53466 on X 2025-07-21 14:56:10 UTC XXX followers, XXX engagements
"$SATS quietly controls key assets in low-Earth orbit and satellite broadbandcritical as demand for rural connectivity and defense-grade networks surges. While others burn capital on launch theatrics $SATS monetizes spectrum and bandwidth" @HighSell53466 on X 2025-07-22 12:20:43 UTC XXX followers, XX engagements
"Capital allocation $HCA HCA runs like a capital allocator with a surgical toolkit: Capex: $45B/year for new hospitals tech upgrades outpatient expansion Buybacks: aggressivehas repurchased billions in stock over the last decade Dividends: steady but secondary to repurchases M&A: selective tuck-ins not empire building HCA isnt trying to grow for show. Its scaling where it has pricing leverage cost control and a moat" @HighSell53466 on X 2025-07-05 13:20:02 UTC XXX followers, XX engagements
"$CABO is a density-agnostic operator. Operates in low-density markets across 20+ states Avoids metro areas dominated by Comcast or Charter Focuses on towns with limited alternatives Offers broadband not bundlesvideo is fading In short: $CABO picks its battles. And wins by being the only game in town" @HighSell53466 on X 2025-07-10 17:41:28 UTC XXX followers, XX engagements
"Iris Energy ($IREN) is not your typical Bitcoin miner. While others chase hash rate at any cost $IREN is focused on: XXX% renewable energy High-efficiency infrastructure Strategic data center expansion Pivoting toward AI compute with excess capacity Its a mining company playing a data center long game" @HighSell53466 on X 2025-07-12 21:41:38 UTC XXX followers, XXX engagements
"$UNH and $HCA are the picks and shovels of modern medicine. They dont invent. They dont cure. They dont disrupt. They administer process and deliverat scale with margin. While others bet on science these two bet on structure. And in U.S. healthcare structure always wins" @HighSell53466 on X 2025-07-05 21:30:22 UTC XXX followers, XX engagements
"$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
"$UNH and $HCA are margin machines built on regulatory arbitrage. But what happens when: CMS tightens reimbursement Surprise billing crackdowns stick Labor costs explode Public sentiment turns Youre not long healthcare. Youre long opacity policy inertia and underpaid nurses" @HighSell53466 on X 2025-07-06 01:23:13 UTC XXX followers, XX engagements
"$LLY and $NVO: scale offense. $VKTX: stealth offense. Theyre not playing defense. But Viking isnt playing the same game @KNielsen2000" @HighSell53466 on X 2025-07-21 13:42:13 UTC XXX followers, XXX engagements
"$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 $NVO already proved the market. But no revenue no products. This is biotech roulette with a loaded chamber aimed at the moon" @HighSell53466 on X 2025-07-21 09:11:30 UTC XXX followers, XXX engagements
"$VKTX isnt just riding the GLP-1 hype. Its thyroid hormone receptor-beta agonist for NASH could be a second major value driver. Multiple shots on goal = multiple chances for upside" @HighSell53466 on X 2025-07-19 19:20:33 UTC XXX followers, XX 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
"Why $HCA works (when it works) Huge scale in high-growth states Dense local networks = pricing power Fixed-cost leverage turns volume into margin Aggressive capital discipline (buybacks dividends) Quiet tech + data edge Its not biotech. Its not software. But $HCA is healthcares most efficient machineand one of its most profitable" @HighSell53466 on X 2025-07-05 13:41:22 UTC XXX followers, XX engagements
"Lease economics $CCI Towers are typically leased on XXX year contracts with: Built-in annual rent escalators (13%) Multiple tenants per tower (high operating leverage) Renewal rates XX% This structure gives $CCI: Visible recurring revenue Inflation protection via escalators High ROI after breakeven (2 tenants per tower = margin expansion) Its real estatebut with bandwidth not buildings" @HighSell53466 on X 2025-07-04 04:52:30 UTC XXX followers, XX 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
"If youre fading $TNSR . youre fading: Solana adoption NFT financialization Trader-first marketplaces A lean team executing at speed No fluff. No gimmicks. Just product and volume. Thats the core of the $TNSR thesis" @HighSell53466 on X 2025-07-12 16:54:53 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
"Risks $HCA Even with scale and cash flow $HCA isnt bulletproof: Labor shortages biggest cost + operational risk Payor mix shift more government = lower margins Regulatory risk surprise billing laws rate caps antitrust scrutiny Recession delays elective care hits volumes Nonprofit competition can undercut on pricing The model works best when volumes are high and payors are commercial. Disrupt either and the engine starts to sputter" @HighSell53466 on X 2025-07-05 13:40:32 UTC XXX followers, XX engagements
"$VKTX has a fraction of the revenue of $LLY and $NVO but trades at a premium on hope. That hope Blockbuster results in obesity and NASH. But biotech isnt a straight lineclinical risk funding cycles and FDA delays could derail the story fast" @HighSell53466 on X 2025-07-19 16:25:48 UTC XXX followers, XXX engagements
"$HIMS is the cool DTC brand turning awkward health convos into seamless subscriptions. Hair sex mental health they package it ship it and own the relationship. And while $VKTX is in the lab $HIMS is already in your bathroom" @HighSell53466 on X 2025-07-20 12:36:38 UTC XXX followers, XXX engagements
"$GREE is trying to pivot from legacy energy to high-performance computing (HPC) and crypto hosting. But: Its undercapitalized compared to $MARA $CLSK $IREN Faces regulatory heat and high power costs No real moat in hosting Could work if the Bitcoin bull run is massive. But margin for error is razor-thin" @HighSell53466 on X 2025-07-23 15:52:02 UTC XXX followers, XXX engagements
"$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 $IREN capacity" @HighSell53466 on X 2025-07-21 17:43:26 UTC XXX followers, XX engagements
"$HCA and $UNH are healthcares duopoly of scale. $HCA: runs the hospitals $UNH: runs the insurance data and pharmacy ops (via Optum) One bills. One pays. And both are building vertically integrated machines that control access pricing and care delivery. If healthcare is a $4T market these two are quietly routing the trafficand charging tolls" @HighSell53466 on X 2025-07-05 13:43:02 UTC XXX followers, XX engagements
"$CABO is a density-agnostic operator. Operates in low-density markets across 20+ states Avoids metro areas dominated by Comcast or Charter Focuses on towns with limited alternatives Offers broadband not bundlesvideo is fading In short: $CABO picks its battles. And wins by being the only game in town" @HighSell53466 on X 2025-07-10 17:55:28 UTC XXX followers, XX engagements
"$IREN operates in multiple jurisdictions exposing it to evolving mining regulations in both Australia and North Americaunlike $MARA or $CIFR which are mostly U.S.-based" @HighSell53466 on X 2025-07-21 20:20:44 UTC XXX followers, XXX engagements
"$AMT vs. $CCI is a question of conviction vs. comfort. $AMT = global reach higher growth FX risk $CCI = U.S.-only fiber-heavy safer cash flows One bets on emerging markets and mobile expansion. The other bets on U.S. zoning laws and carrier lock-in. Both win if the world keeps streaming scrolling and shouting into 5G" @HighSell53466 on X 2025-07-05 08:06:10 UTC XXX followers, XX engagements
"$VKTX is like Moderna ($MRNA) in early 2020. Before the world realized what was coming $MRNA was a quiet name with powerful science. Then the COVID crisis hit and its platform became the solution. Obesity and NASH are todays slow-burn crises. $VKTX could be the next overnight savior investors pretend they always believed in" @HighSell53466 on X 2025-07-19 20:23:18 UTC XXX followers, XXX engagements
"$IREN isnt just mining Bitcoinits quietly building energy infrastructure. Vertically integrated renewables-focused and scalable. Its not just a crypto playits an infrastructure thesis with optionality" @HighSell53466 on X 2025-07-21 07:17:13 UTC XXX followers, XXX engagements
"Bitfarms $BITF is a Bitcoin miner with global reach. Unlike peers focused on North America $BITF spans: Canada Paraguay Argentina Potential expansion into the U.S. Its model is about scale low-cost energy and geographic diversification" @HighSell53466 on X 2025-07-14 07:07:12 UTC XXX followers, XXX engagements
"$VKTX has no commercial productsyet commands a multibillion-dollar valuation. Thats the biotech game: value today based on hope for tomorrow. High risk high reward. Youre not buying cash flowyoure buying potential" @HighSell53466 on X 2025-07-19 19:19:01 UTC XXX followers, XX engagements
"Outsmart the market with a keen eye on Danaher Corporation $DHR Constellation Energy Corporation $CEG and Vistra Corp. $VST as these companies navigate transformative industry trends and strategic shifts. Recent news highlights include breakthroughs in CRISPR gene editing nuclear power investment opportunities and AI-driven energy solutions underscoring significant market developments across life sciences diagnostics and energy sectors" @HighSell53466 on X 2025-07-09 16:14:56 UTC XXX followers, 3641 engagements
"$UNH and $HCA dont need the system to get better. They just need it to stay complex. Every layer of red tape = margin Every denial appeal or code = leverage Every inefficiency = someone elses problem their upside Healthcare isnt broken for them. Its working exactly as modeled" @HighSell53466 on X 2025-07-05 22:55:08 UTC XXX followers, XX engagements
"$SATS isnt competing with $T or $VZ head-onits building where others dont go. Remote logistics hubs offshore energy maritime fleets. Its less about consumer volume more about industrial necessity. High-margin sticky contracts" @HighSell53466 on X 2025-07-22 18:32:52 UTC XXX followers, XX engagements
"$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. $GPRO still feels like a one-trick pony" @HighSell53466 on X 2025-07-23 13:53:50 UTC XXX followers, XX engagements
"$HCA and $UNH arent friendsbut they need each other. $UNH wants lower costs per patient $HCA wants higher reimbursement per procedure The tension Constant. But $HCAs scale gives it leverage in contract negotiations. And $UNHs patient volume gives it leverage in return. Its a high-stakes standoff But both win as long as the system stays fragmented and opaque" @HighSell53466 on X 2025-07-05 13:45:58 UTC XXX followers, XX engagements
"$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
"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
"If environmental rules tighten or carbon taxes expand $IRENs hydro and wind sourcing helpsbut its not immune. $HUT and $BITF may face similar scrutiny" @HighSell53466 on X 2025-07-21 20:20:01 UTC XXX followers, XXX engagements
"But heres the challenge: fiber is coming. Regional electric co-ops and telcos are building fiber Federal subsidies (BEAD RDOF) are flowing into rural broadband $CABO faces pressure to upgrade legacy cable to remain competitive Capex may rise margins may tighten The moat isnt permanent Its a race between cash flow now and infrastructure pressure later" @HighSell53466 on X 2025-07-10 20:08:50 UTC XXX followers, XX engagements
"$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
"Whats the bull case for $BITF Dirt-cheap energy across diversified geographies Aggressive hashrate expansion Lean ops with no excessive debt Strategic optionality post-halving Possible M&A target in consolidating mining market If Bitcoin runs Bitfarms could leverage scale into serious upside" @HighSell53466 on X 2025-07-14 15:56:09 UTC XXX followers, XXX engagements
"$VKTX is sitting on a potential goldmine with VK2735 targeting the GLP-1 space dominated by $LLY and $NVO. But unlike its heavyweight rivals $VKTX has to prove both efficacy and durabilitywith a fraction of the resources. David vs. two Goliaths" @HighSell53466 on X 2025-07-19 16:26:42 UTC XXX followers, XXX 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
"Everyone calls $UNH and $HCA defensive. But whats defensive about: 5x leverage Declining labor morale Political pressure on pricing A system the public hates Youre not buying safety. Youre buying systemic fragilityat scale" @HighSell53466 on X 2025-07-06 02:36:04 UTC XXX followers, XX engagements
"$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
"The bet behind $AMT and $CCI is simple: The world will need more signal. That signal needs physical space. And whoever owns the verticals owns the cash flow. No matter what changes in techcloud AI blockchain every byte still needs a place to stand. Towers arent innovation. Theyre infrastructure that gets paid every time innovation shows up" @HighSell53466 on X 2025-07-05 12:37:57 UTC XXX followers, XX engagements
"$IREN isnt just a minerits an energy trader with ASICs. By aligning operations with energy market dynamics it extracts BTC where others cant break even" @HighSell53466 on X 2025-07-20 20:24:23 UTC XXX followers, XXX engagements
"$HCA and $UNH scale what the system already rewards: High volume Repeat visits Reimbursement optimization Administrative complexity Healthcare as a business isnt about healing Its about throughput and coding. And these two built their models to thrive in that reality" @HighSell53466 on X 2025-07-05 16:11:46 UTC XXX followers, XX engagements
"$IREN is highly exposed to $BTC price volatility. Unlike $MARA or $CLSK it runs leanbut sharp BTC drawdowns hit revenue hard compressing margins fast" @HighSell53466 on X 2025-07-21 18:52:48 UTC XXX followers, XXX engagements
"$VKTX is lean. With $500M in cash and no debt it has the runway to push through late-stage trials without dilution pressure. In biotech clean balance sheets = real optionality" @HighSell53466 on X 2025-07-19 19:22:40 UTC XXX followers, XXX engagements
"$SBET edge is in personalization. Its tech tailors betting offers to individual users based on behavior preferences and context. The goal Make every fan feel like the odds were made just for them" @HighSell53466 on X 2025-07-21 13:47:02 UTC XXX followers, XX 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
"Margin profile $CCI Towers = the cash cow High margin (80%+ EBITDA margin) Low maintenance capex Scales with tenancy Fiber/small cells = margin drag Lower margin (4050%) Higher opex and deployment costs Slower ROI" @HighSell53466 on X 2025-07-04 06:49:11 UTC XXX followers, XX engagements
"$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 $500M in cash and equivalents. That gives them a long runwayenough to fund pivotal trials without rushing to dilute. In biotech cash = time" @HighSell53466 on X 2025-07-19 13:40:25 UTC XXX followers, XXX engagements
"$UNH and $HCA dont scale innovationthey scale inefficiency. XX phone calls to schedule a scan XX% of claims denied first pass Record profits during a nursing shortage These arent healthcare companies. Theyre administrative gatekeepers with great IR teams" @HighSell53466 on X 2025-07-06 02:35:29 UTC XXX followers, XX engagements
"$CCI isnt a telco. Its a real estate company that rents vertical infrastructurecell towers fiber and small cellsto wireless carriers. Think of it as a landlord for mobile data. Heres a breakdown of how Crown Castle makes money why it matters and what risks it faces" @HighSell53466 on X 2025-07-03 20:45:48 UTC XXX followers, XX engagements
"$VKTX isnt building castlesits building blueprints. Let $LLY and $NVO spend on manufacturing and distribution. Viking is focused on proving the science and letting partners do the heavy lifting. Small cap biotech with a licensing mindset" @HighSell53466 on X 2025-07-20 12:28:45 UTC XXX followers, XXX engagements
"$VKTX is chasing $LLY and $NVObut its not just another GLP-1 player. $VKTX focuses on small-molecule oral drugs. $NVO and $LLY dominate with injectables and first-mover advantage. $VKTX has upside if oral options gain tractionespecially for patients wary of needles. Risk $VKTX is still pre-revenue. The underdog bet in a heavyweight market" @HighSell53466 on X 2025-07-19 16:24:48 UTC XXX followers, XXX engagements
"$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
"Nike $NKE If tariffs rise and Nike reshuffles production expect a transitional margin dip: Shifting manufacturing to lower-tariff countries (e.g. India Mexico) takes time and capital. Supply chain realignment brings temporary inefficiencies and logistical challenges. Contract renegotiations and facility investments could pressure near-term earnings. Investors need to price in execution risk during any supply chain pivot" @HighSell53466 on X 2025-07-18 09:14:07 UTC XXX followers, XXX engagements
"$VKTX has positioned itself as a pure-play metabolic disruptor. If their obesity and NASH trials succeed they wont just be a small-cap biotechtheyll be a category killer. High risk potentially generational reward" @HighSell53466 on X 2025-07-19 13:41:39 UTC XXX followers, XXX 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 2025-07-20 10:00:49 UTC XXX followers, XXX engagements
"Everyone says Coinbase $COIN is just a fee machine. And theyre right. But when youre the only legal casino in town during a bull run even the house can double. The bet isnt on crypto. Its on regulation locking out the competition" @HighSell53466 on X 2025-07-21 13:46:42 UTC XXX followers, XX engagements
"Bitfarms is scalingfast. $BITF is pushing toward: Over XX EH/s in hashrate by 2025 XX facilities across X countries 17000+ BTC mined since inception Massive infrastructure upgrades post-halving Hashrate is kingand Bitfarms is betting big on becoming a top global player" @HighSell53466 on X 2025-07-14 08:33:41 UTC XXX followers, 1438 engagements
"$ASTS (AST SpaceMobile) wants to bring satellite-based broadband directly to smartphonesno dishes no extra hardware. Its a moonshot: global coverage from space using massive phased-array satellites. Early tests with AT&T and Vodafone are promising. If it works its a telco game-changer" @HighSell53466 on X 2025-07-18 05:38:53 UTC XXX followers, XXX 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
"Origins of $CCI Crown Castle was founded in 1994 just as wireless networks began scaling nationally. At first it focused on macro towerssteel structures leased to multiple carriers. Over time it expanded into: Fiber infrastructure Small cells for dense urban data traffic Today: $CCI owns 40000 towers 85000 route miles of fiber and leases to every major U.S. carrier" @HighSell53466 on X 2025-07-03 20:51:45 UTC XXX followers, XX engagements
"Betting on $HCA and $UNH is a bet on one thing: That Americas healthcare system wont get simpler. Complexity = profit Fragmentation = leverage Volume + opacity = durable margins If reform ever comes both could feel pain. But until then $HCA owns the beds. $UNH owns the billing code. And both own the cash flow" @HighSell53466 on X 2025-07-05 13:48:08 UTC XXX followers, XX engagements
"$VKTX doesnt just compete on scienceit competes on expectations. With $LLY and $NVO dominating GLP-1 mindshare $VKTX has to convince the market that its differentiated dual-agonist tech is more than just theoretical. If data hits The upside is asymmetric. If not Valuation can evaporate fast" @HighSell53466 on X 2025-07-19 16:29:09 UTC XXX followers, XXX engagements
"$VKTX isnt just a GLP-1 playits a metabolic war machine. Pipeline optionality + licensing leverage = asymmetric upside. In a sector starving for real innovation this ones feasting" @HighSell53466 on X 2025-07-19 20:25:03 UTC XXX followers, XXX engagements
"$SATS is becoming the quiet backbone of niche connectivity. Think oil rigs remote farms or emergency responseplaces $T and $VZ dont prioritize. Its not mass-market scale but its reliable recurring and defensible" @HighSell53466 on X 2025-07-22 18:09:02 UTC XXX followers, XX engagements
"$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
"Business model $CCI Crown Castle owns infrastructure and leases it to wireless carriers. Main revenue streams: Towers: Long-term leases with Verizon AT&T T-Mobile Fiber: Enterprise and carrier backhaul Small cells: Installed on poles used in dense urban environments Each asset is capital-intensive up front but delivers high-margin recurring revenue for decades" @HighSell53466 on X 2025-07-04 04:50:10 UTC XXX followers, XX engagements
"$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
"$VKTX oral obesity drug could rewrite the GLP-1 narrative. While $LLY and $NVO dominate injectables oral convenience is the next frontier. If Viking nails efficacy it wont just compete it could expand the market" @HighSell53466 on X 2025-07-21 15:23:06 UTC XXX followers, 1480 engagements
"$UNH and $HCA only work as long as no one reads the fine print. Out-of-network billing games Prior authorization delays Upcoding and cost shifting Quiet consolidation = less choice more pricing power The moment Washington stops pretending not to notice The margins vanish" @HighSell53466 on X 2025-07-06 01:25:00 UTC XXX followers, XX engagements
"$CABO is a density-agnostic operator. Operates in low-density markets across 20+ states Avoids metro areas dominated by Comcast or Charter Focuses on towns with limited alternatives Offers broadband not bundlesvideo is fading In short: $CABO picks its battles. And wins by being the only game in town" @HighSell53466 on X 2025-07-10 17:55:50 UTC XXX followers, XX engagements
"$VKTX has no approved productsjust pipeline promise. But promise is potent in biotech. If data holds up they wont need to sellBig Pharma will come knocking" @HighSell53466 on X 2025-07-19 09:21:59 UTC XXX followers, XXX engagements
"Crown Castle Inc. $CCI Introduction: Market Cap: $XXXXX billion Date of Listing: 1998 Number of Employees: 5000 Product Overview: Crown Castle is a premier REIT focusing on owning and leasing cell towers and fiber infrastructure across the US primarily servicing major wireless carriers" @HighSell53466 on X 2025-07-03 20:40:04 UTC XXX followers, XX engagements
"$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 $CNC. To win it needs to offer better outcomes at lower costs. If it can prove that value consistently scale will followand margins with it" @HighSell53466 on X 2025-07-23 12:57:20 UTC XXX followers, XX engagements
"$ORCL isnt just surviving in the age of cloudits transforming. Legacy perception Gone. With Cerner its making real plays in healthcare data. With OCI its taking shots at $AMZN and $MSFT. Dont sleep on old giants with new moves" @HighSell53466 on X 2025-07-23 15:34:41 UTC XXX followers, XX engagements
"The core economic engine: global capitation $AGL partners take on full financial risk for patient outcomes. Medicare pays a fixed per-member-per-month (PMPM) fee Docs are incentivized to reduce unnecessary care agilon takes a share of the margin between costs and capitation Its healthcare as a risk arbitrage business. Do more with less and you profit. Fail and you bleed" @HighSell53466 on X 2025-07-10 14:21:09 UTC XXX followers, XXX engagements
"$CABO strategic shift: from cash compounding to fiber defense. Capex has ticked up as they upgrade high-usage markets to fiber M&A has slowedfocus is now internal buildout ARPU growth still healthy but subscriber growth is flat to declining Buybacks have slowed reflecting a more cautious capital stance The games changed. Now its about defending the base not expanding it" @HighSell53466 on X 2025-07-11 04:43:29 UTC XXX followers, XX engagements
"$VKTX is like early $TSLAdismissed by skeptics underestimated by incumbents and quietly perfecting something that could reshape its entire sector. If metabolic therapy is the EV moment for biotech $VKTX might just be first across the line" @HighSell53466 on X 2025-07-19 19:25:05 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 $GOOG but its built for durability" @HighSell53466 on X 2025-07-23 15:35:25 UTC XXX followers, XX engagements
"$IREN vs. the competition: $MARA (Marathon Digital): Scale leader. Massive hash rate but higher cost of production and debt risk. Aggressive growth less lean. $CLSK (CleanSpark): Efficient and fast-scaling. Strong execution and margins but reliant on acquisitions and power contracts. $BITF (Bitfarms): Geographic diversity. Low-cost hydro assets in LatAm and Canada but leadership turnover creates overhang. $RIOT (Riot Platforms): Vertically integrated with power arbitrage via Whinstone facility. Strong infra but expensive expansion. $IREN: Debt-free renewables-based and built for operational" @HighSell53466 on X 2025-07-17 21:00:34 UTC XXX followers, XXX engagements
"$HIMS vs $CVS vs $TDOC $HIMS: Brand-first vertically integrated consumer-native. Focused on convenience and recurring DTC revenue. $CVS: Legacy infrastructure brick & mortar-heavy pivoting toward digitalbut slow. $TDOC: Pure-play telehealth struggling to differentiate and retain users. One builds loyalty. One chases it. One loses it" @HighSell53466 on X 2025-07-20 12:39:02 UTC XXX followers, XXX engagements
"$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
"What is Cable One $CABO $CABO is a rural broadband provider. But its not a cable TV playits a high-margin internet infrastructure business focused on underserved U.S. markets. Forget urban competition$CABO thrives where the giants dont bother to go" @HighSell53466 on X 2025-07-10 16:47:38 UTC XXX followers, XX engagements
"$VKTX is trading like a biotech lottery ticketwith real odds. $LLY and $NVO dominate today but $VKTXs oral GLP-1 programs and muscle-building pipeline give it optionality. The question: Can they hit endpoints before the market runs out of patience" @HighSell53466 on X 2025-07-19 16:25:28 UTC XXX followers, XXX engagements
"@KNielsen2000 Protecting market share Blocking competitors Reinforcing regulatory and distribution moats" @HighSell53466 on X 2025-07-21 13:14:07 UTC XXX followers, XXX engagements
"$ORCL isnt trying to be everything for everyone. Its targeting regulated industries mission-critical databases and hybrid cloud setups. That focus gives it pricing power and customer lock-in" @HighSell53466 on X 2025-07-17 19:29:19 UTC XXX followers, XXX engagements
"$VKTX is the search engine you didnt know you neededquietly indexing pathways cracking biological relevance and returning alpha while big pharma buys ads on the front page. When $GOOG was stealthy no one took it seriously either" @HighSell53466 on X 2025-07-19 19:24:33 UTC XXX followers, XXX engagements
"Whats the moat Its geography + cost to compete. Laying fiber in rural markets is expensive Subscriber bases are too small for big players to care Once built networks last decades Customers are sticky especially with few alternatives $CABO thrives in markets that look unattractive on a spreadsheet until you control them" @HighSell53466 on X 2025-07-10 19:22:02 UTC XXX followers, XX engagements
"$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 $FTNT. In a fragmented cybersecurity ecosystem modularity matters. NXDR could be the glue layer investors are sleeping on. Infrastructure-style upside in a high-velocity market" @HighSell53466 on X 2025-07-22 19:29:45 UTC XXX followers, XXX engagements
"$AMT vs. peers In the tower REIT space $AMT competes with: Crown Castle ($CCI) U.S.-focused heavier on fiber & small cells SBA Communications ($SBAC) leaner higher U.S. mix American Tower ($AMT) global reach more diversified geography Key differences: $CCI: lower international exposure lower riskbut slower growth $SBAC: growth-focused aggressive capital return $AMT: diversified higher FX risk largest global tower footprint Think of $AMT as the index fund of mobile infrastructure" @HighSell53466 on X 2025-07-05 07:53:37 UTC XXX followers, XX engagements
"In a bull market $AMT and $CCI get ignored. In a bear market they get respect. Towers dont go viral But they dont go bankrupt either Rent never sleepseven when risk appetite does When everything else gets rerated tower REITs keep compounding quietly. Thats not hype. Thats discipline at XXX feet" @HighSell53466 on X 2025-07-05 12:29:20 UTC XXX followers, XX engagements
"$VKTX is going after liver and obesity targets with its novel therapies aiming to disrupt $NVO and $LLYs dominance. While $NVO and $LLY bank on proven injectable GLP-1 drugs $VKTX bets on oral delivery and combo therapies. Smaller leaner and riskierbut if trials succeed the payoff could be enormous" @HighSell53466 on X 2025-07-19 16:25:08 UTC XXX followers, XXX engagements
"$UNH and $HCA are house-of-cards trades on the assumption that regulators stay asleep. One aggressive DOJ antitrust case One executive order on price transparency One viral billing scandal Thats all it takes to turn predictable cash flow into a regulatory headache. When your moat is complexity clarity is the real risk" @HighSell53466 on X 2025-07-06 02:36:31 UTC XXX followers, XXX engagements
"This month we spotlight three diverse industry leadersZoetis Inc. $ZTS Honeywell International Inc. $HON and The Kroger Co. $KR each with a unique strategic edge and market position. These companies are not only weathering current market conditions but also providing potential opportunities for investors to outsmart the market" @HighSell53466 on X 2025-07-16 18:32:42 UTC XXX followers, 4168 engagements
"$BITF is all about cheap electricity. Bitcoin mining = electricity arbitrage. Bitfarms taps into: Hydropower in Quebec Low-cost energy in Paraguay Industrial rates in Argentina Average cost of production is among the lowest in the industry. Thats a huge edge during Bitcoin downturns" @HighSell53466 on X 2025-07-14 07:35:13 UTC XXX followers, XXX 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