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# ![@JonahLupton Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::14579415.png) @JonahLupton Jonah Lupton

Jonah Lupton posts on X about $tmdx, $app, $crwd, pltr the most. They currently have XXXXXXX followers and 4684 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::14579415/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14579415/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXXX -X%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::14579415/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14579415/c:line/m:posts_active.svg)

- X Month XXX +37%
- X Months XXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::14579415/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14579415/c:line/m:followers.svg)

- X Week XXXXXXX -X%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX -XXXX%

### CreatorRank: XXXXXXX [#](/creator/twitter::14579415/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14579415/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::14579415/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  #6034 [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [social networks](/list/social-networks) 

**Social topic influence**
[$tmdx](/topic/$tmdx) #3, [$app](/topic/$app) #4, [$crwd](/topic/$crwd), [pltr](/topic/pltr), [$pltr](/topic/$pltr), [stocks](/topic/stocks), [$oscr](/topic/$oscr), [$aspn](/topic/$aspn) #2, [investment](/topic/investment) #1264, [market cap](/topic/market-cap)

**Top assets mentioned**
[TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Applovin Corporation (APP)](/topic/$app) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Palantir (PLTR)](/topic/$pltr) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Cloudflare, Inc. (NET)](/topic/$net) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Open Custody Protocol (OPEN)](/topic/$open) [Block, Inc. (SQ)](/topic/$sq) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Advanced Micro Devices (AMD)](/topic/$amd) [NuCypher (NU)](/topic/$nu) [4 (FOUR)](/topic/$four) [On Holding AG (ONON)](/topic/$onon) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [MongoDB, Inc. (MDB)](/topic/$mdb) [Lantheus Holdings, Inc (LNTH)](/topic/$lnth) [Nike Inc (NKE)](/topic/$nke) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Monster Beverage Corp (MNST)](/topic/$mnst) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Zillow Group, Inc. (ZG)](/topic/$zg) [Pinterest, Inc. (PINS)](/topic/$pins) [Docusign Inc (DOCU)](/topic/$docu) [Etsy Inc (ETSY)](/topic/$etsy) [Fenerbahçe Token (FB)](/topic/$fb) [Sea Limited (SE)](/topic/$se) [Tesla, Inc. (TSLA)](/topic/$tsla) [Fastly, Inc. (FSLY)](/topic/$fsly) [Roku, Inc. (ROKU)](/topic/$roku) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Innovative Industrial Properties, Inc. Common stock (IIPR)](/topic/$iipr) [Johnson & Johnson (JNJ)](/topic/$jnj) [MP Materials Corp. (MP)](/topic/$mp) [Measurable Data Token (MDT)](/topic/$mdt) [Basilisk (BSX)](/topic/$bsx) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Lennox International, Inc. (LII)](/topic/$li) [Vistra, Corp. (VST)](/topic/$vst) [Interlay (INTR)](/topic/$intr) [Frontline Ltd. (FRO)](/topic/$fro) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Shopify Inc (SHOP)](/topic/$shop) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Sweetgreen, Inc. (SG)](/topic/$sg) [Adobe, Inc. (ADBE)](/topic/$adbe) [Cream (CRM)](/topic/$crm) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren)
### Top Social Posts [#](/creator/twitter::14579415/posts)
---
Top posts by engagements in the last XX hours

"@Paul15546952 $FSLY $TSLA $SE $CRWD $FB $TDOC $SQ $ETSY $ROKU $API $DOCU $CYRX $PTON $NLS $PINS $ZG $IIPR"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1319436293479301126) 2020-10-23 00:31:40 UTC 566.7K followers, XX engagements


"@Nietschecapital Today I made XX% on $MP. One day Im going to wake up and see $TMDX up XX% because they are getting acquired by $JNJ $MDT or $BSX"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1943444056539041867) 2025-07-10 22:55:45 UTC 566.7K followers, 5028 engagements


"@SimeonResearch_ @meeijer With 2-3 year timeframe Id say $TMDX or $OSCR"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946684774703120414) 2025-07-19 21:33:12 UTC 566.7K followers, 2604 engagements


"@accrued_int @foliotrail Also worth pointing out that SBC at $APP is approx XX% of FCF whereas at other cloud/software companies SBC is 50-150% of FCF"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1945922262781071389) 2025-07-17 19:03:15 UTC 566.7K followers, XXX engagements


"Evercore loves $STEM and $FLNC keeps a BUY rating on both and raises price targets. Also likes $EOSE. The recent price action on $STEM has not been good however growth remains strong and the company should be EBITDA+ in 2024 and profitable in 2025. Approximately XX% of $STEM revenues this year come in Q3 and Q4 so the next two earnings reports will be big for the stock price. $FLNC is a couple years ahead of $STEM; the stock has done great this year and fundamentals remain strong. Both companies are top XX positions for me; I think they each have significant upside over the next few years"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1700130371331907721) 2023-09-08 12:54:02 UTC 566.7K followers, 20.2K engagements


"Seeking Alpha's top XX growth stocks according to their quant rating system: X. $INTR - Inter & Co. X. $FRO - Frontline X. $CELH - Celsius X. $CRWD - CrowdStrike X. $TRMD - Torm X. $VST - Vistra X. $PDD - Pinduoduo X. $SHOP - Shopify X. $SMCI - Super Micro XX. $LI - Li Auto ** $CELH would be #1 for US companies since $INTR is based in Brazil and $FRO is based in Cyprus"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1721958169214169164) 2023-11-07 18:29:54 UTC 566.7K followers, 48.7K engagements


"Mid-September update for my investment portfolio. +235.8% YTD Top X core holdings (in order by size). $APP $TMDX $ASPN $FOUR $NU $ONON $UBER Top X non-core holdings & swing trades (in order by size). $AMD $HOOD $AFRM $VRT $SG $MDB $LNTH I had a rough start to September was down -X% in the first X days after the Labor Day holiday but then my portfolio bounced back nicely. I was XX% last week led by $APP which was up XX% and now my largest position. I was adding to $APP very aggressively on the early August pullback now the stock is up XX% in the past X weeks hitting a new ATH this morning."  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1835685283339112574) 2024-09-16 14:20:51 UTC 566.7K followers, 1.2M engagements


"$TMDX Q2 revenues (using daily flight data) now tracking XX% above 2025 Q1 and XX% above 2024 Q2. $TMDX will be at all-time highs soon assuming big Q2 beat and guidance raise"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1932455453499572443) 2025-06-10 15:10:58 UTC 566.7K followers, 56.1K engagements


"@TheRayMyers FWIW I covered my $NKE short a couple months ago and then got back in last week. My cost basis is $75"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1943845160409813456) 2025-07-12 01:29:35 UTC 566.7K followers, XXX engagements


"$TMDX rallied XXX% off the January lows so Im not surprised we got a pullback when July started off weak but this is literally the same story as last year. Long term thesis for $TMDX looks stronger than ever. I trimmed some $TMDX in the $130s and $140s then bought some puts coming into Q3. Ive already started selling the puts and using proceeds to add to my long position. $TMDX could be a $400+ stock in the next 4-5 years"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946041891088204007) 2025-07-18 02:58:37 UTC 566.7K followers, 3137 engagements


"@ericjackson @openhouse82 You cant be serious 😂 5x NTM revs for a company with X% gross margins 🤦🏼♂ that is still losing money and has to outbid other buyers in order to build up their inventory"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1947294839537606741) 2025-07-21 13:57:23 UTC 566.7K followers, 6348 engagements


"As someone correctly pointed out on twitter today. last year $TMDX had a weak Q3 relative to Q2 yet the company still did XXX% more revenues in the second half of the year vs the first half This year $TMDX did $143.54M in Q1 and I think they do $166.5M in Q2 which puts us at $310M for the first half which is XXXX% YoY if $TMDX does XXX% more revenues in the second half of 2025 vs first half they'd end up doing $648.2M in revenues for the full year which is also XXXX% YoY growth. $TMDX has guided to XX% revenue growth for 2025 and the analysts are at XXXX% So this is pretty simple $TMDX can"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946036109487530030) 2025-07-18 02:35:38 UTC 566.7K followers, 15K engagements


"@NirmalNanda8 @Alex59834045 @Pharmdca $STIC has been driving me crazy but Im hoping we see the stock move soon as the finalized merger (de-SPAC-ing) is right around the corner"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1372388408702668801) 2021-03-18 03:24:29 UTC 566.7K followers, XX engagements


"What stock with a market cap between $2-20 billion are you most bullish on for the next 6-12 months"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1826809236283949237) 2024-08-23 02:30:37 UTC 566.7K followers, 426.6K engagements


"@SergeyCYW $CWAN looks the best but numbers are a little misleading because they acquired Enfusion. $PLTR $NET $CRWD $AXON look very expensive relative to the growth youre getting"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1941513400158392663) 2025-07-05 15:04:00 UTC 566.7K followers, 1299 engagements


"$CELH revs only look like XX% CAGR over next X years because of the big non-organic addition from Alani Nu this year I think 15-20% organic revenue CAGR over next X years is more realistic depending on international growth and upsell with AlaniNu into existing distribution network. With the addition of Alani Nu $CELH is now trading at 4.5x NTM revs versus $MNST at 7.0x NTM revs with $CELH + Alani growing organically 3x faster than $MNST Either $CELH multiple needs to go higher or $MNST multiple needs to go lower. In full disclosure I'm long $CELH and short $MNST for this reason"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946271141792027102) 2025-07-18 18:09:34 UTC 566.7K followers, XXX engagements


"If $TMDX does $166M in Q2 and then does $166M again in Q3 and Q4 theyd end up doing XX% YoY growth from the $441M in 2024. The market might penalize them for flat QoQ growth but it would still be an incredible year and justified to add on pullbacks. Based on my rough estimates $TMDX is trading at 6x NTM revs while $ISRG is trading at 19x NTM revs"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1941895030299385882) 2025-07-06 16:20:28 UTC 566.7K followers, 2301 engagements


"@TheRayMyers I think $NKE is probably worth $50-55 per share"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1943845296657903884) 2025-07-12 01:30:08 UTC 566.7K followers, XXX engagements


"@BLED_ @jimcramer Normal in what way Do I think $PLTR deserves to trade at 80x NTM revs and 180x NTM EBITDA absolutely not"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1944950178164728134) 2025-07-15 02:40:32 UTC 566.7K followers, 1093 engagements


"@schwalbtrader @POLR_Investing @Surfing2freedom @ManthanTweets1 @ForestViewCap I doubt it. I dont think $TMDX is the kind of stock where lots of investors are wasting time with stops. You either believe in the long term thesis or you dont. If you do then youre adding on 20-25% pullbacks. Anyone that was trading $TMDX was probably stopped out last week"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946619700747595989) 2025-07-19 17:14:37 UTC 566.7K followers, XXX engagements


"@POLR_Investing @Surfing2freedom @ManthanTweets1 @ForestViewCap $ISRG still trading at 18.2x NTM revs with XX% revenue growth and XX% EBITDA margins No way $TMDX NTM P/S multiple should be at a -XX% discount to $ISRG NTM P/S multiple"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946614483595460622) 2025-07-19 16:53:53 UTC 566.7K followers, 1076 engagements


"@exceed_invest @LovinAppLovin @GardenCapitalM $APP fundamentals are insane right now as growth starts to decelerate margins will keep expanding. Analysts looking for XX% EBITDA margins next year. Crazy that $APP is 24x NTM EBITDA while stocks like $CRWD $PLTR and $NET trade at 100-250x NTM EBITDA"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1944759076681847284) 2025-07-14 14:01:10 UTC 566.7K followers, 4160 engagements


"$OPEN was founded 11+ years ago and still not even close to being profitable. The only way the $OPEN buisness model works is if they have the balance sheet to acquire inventory during real estate busts but they definitely don't. $OPEN would probably be bankrupt in the next real estate bust"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1947278303888363924) 2025-07-21 12:51:40 UTC 566.7K followers, XXX engagements


"@foliotrail $ASPN looking pretty good now"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1942588519446192178) 2025-07-08 14:16:09 UTC 566.7K followers, 2038 engagements


"@RyanReeves_ $PLTR doing $1.5B of FCF $CRM and $ADBE doing $24B of FCF (combined) wild times :)"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1947325291459744187) 2025-07-21 15:58:23 UTC 566.7K followers, 4049 engagements


"$ARKK still not back to breakeven from June/July 2020 (5 years ago)"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1939747463608381450) 2025-06-30 18:06:48 UTC 566.7K followers, 27.7K engagements


"@LoRezTrader @investoryan Ironically $RKLB is up X% AH on this news"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1701712802027552866) 2023-09-12 21:42:02 UTC 566.7K followers, XXX engagements


"$CWAN acquired Enfusion so that might have boosted their FCF numbers. FWIW I think $CWAN looks good at these prices. I have a small position. They did a couple other smaller deals this year as well. I dont think we know what that financials were for $HIMS recent acquisitions. Often times if the deal was less than $500M the companies will just call it immaterial and not disclose details"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1943858638331813918) 2025-07-12 02:23:09 UTC 566.7K followers, 2234 engagements


"@SoxAndStocks I just finished episode X of this new season and his son has a big role so far"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946784371354292520) 2025-07-20 04:08:58 UTC 566.7K followers, XXX engagements


"@meeijer @InvestChameleon I want to see what $HIMS does with TRT peptides and other newer health & wellness trends longevity protocols"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1947831061301334404) 2025-07-23 01:28:08 UTC 566.7K followers, 1033 engagements


"@andrewrocco1 @jsdbarrett I own $NBIS as well along with $CORZ $RIOT $IREN I think $NBIS and $IREN look the best right now and could have another 50-100% upside over next XX months"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1943847004624630192) 2025-07-12 01:36:55 UTC 566.7K followers, 2511 engagements


"I have a serious question how many times will Dexter Morgan come back to life 😂"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946760643417158029) 2025-07-20 02:34:41 UTC 566.7K followers, 28.8K engagements


"@drowsyinvestor @ftr_investors @therookie funny story I owned $AXON XX years ago when it traded under $TASR I also owned $MNST around the same time when it was still called Hansen's Natural if I had just held both I'd be retired already haha"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1646112945917575169) 2023-04-12 11:28:04 UTC 566.7K followers, XX engagements


"They're just a publicly traded home flipper that is forced to overpay for their inventory. asset heavy no profit margins no competitve advantage non-stop dilution and the list goes on. Not sure if this is a short squeeze or not but $OPEN is up there with WeWork in terms of unsustainble business models through different economic cycles"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1947277199918215670) 2025-07-21 12:47:17 UTC 566.7K followers, XXX engagements


"I guess it's "gap fill" Tuesday for me. $TMDX ripped XXX% higher and filled the gap from August but $U dropped XXX% and filled the gap from December. Thankfully my $TMDX position is 3x bigger than my $U position. This is my investment portfolio so I don't worry about day-to-day prices I usually go into every position with the intention of holding at least 12+ months"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1744755079603720197) 2024-01-09 16:16:41 UTC 566.7K followers, 18.1K engagements


"The unfilled gap is down to XXXXX I still think $TMDX does at least XX% revenue growth for 2025 which means if that gap filled $TMDX would be trading at approximately 5.0x NTM revs which is way to cheap for a company growing revs at XX% (or more) with XX% EBITDA margins If $TMDX does $166.5M in Q2 revs they'd only need to do $307M in the second half of the year to do XX% YoY for the full year. $307M in the second half would be down slightly from the first half which is unlikely considering last year their second half revenues were XXX% higher than their first half revenues"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946611637860835529) 2025-07-19 16:42:35 UTC 566.7K followers, 1607 engagements


"Its time for the U.S. to implement this law because we have 100000+ people on the organ transplant list and many of them will died waiting for an organ. We can change this and save tens of thousands of lives per year one of which might be you or a loved one someday. $TMDX ❤"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1940208023420772808) 2025-07-02 00:36:54 UTC 566.7K followers, 48.5K engagements


"Yes I have an $OSCR position cost basis around $XX I think its one of the most compelling stocks at current prices. Ill take $OSCR all day at 10x NTM EBITDA versus $PLTR at 200x NTM FCF or $CRWD at 100x NTM FCF or $NET at 240x NTM FCF. I have no idea how those companies are trading at current multiples and who is buying them at these prices Just insane"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1945268941036663256) 2025-07-15 23:47:11 UTC 566.7K followers, 5095 engagements


"@jinacapital Go look at $ZIM 😂 Stock trades at 1x EV/EBITDA. No joke"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1947734820466958605) 2025-07-22 19:05:43 UTC 566.7K followers, 1215 engagements


"@oranamige @accrued_int @foliotrail Yup I think Im up XX% on my $U position in X weeks. Too late for $APP to buy them now because theyd have to pay at least $20B after this recent run which is 45x 2026 EBITDA estimates no chance that happens. They should have offered $XX when $U was trading at $15"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946092754544546239) 2025-07-18 06:20:43 UTC 566.7K followers, XXX engagements


"@weary_centurion @jb_equities @TheEUInvestor $OPEN rejected at the July 2024 highs"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1947281500170281079) 2025-07-21 13:04:23 UTC 566.7K followers, XXX engagements


"$FFTY hitting new 52-week lows and now testing the lows from October 2016 I know that $ARKK gets alot of hate (and rightfully so) but $FFTY has been just as bad if not worse"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1715390292545687783) 2023-10-20 15:31:30 UTC 566.7K followers, 8926 engagements


"@TheRayMyers I think $TMDX does at least $XXXX per share in CY2026 which is 35x CY2026 EPS for a company that is likely to grow EPS at a XX% CAGR for the next few years"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1941566782646649286) 2025-07-05 18:36:08 UTC 566.7K followers, 3887 engagements


"@smallmidcaps @punderfultweet @ManthanTweets1 @jinacapital Im guessing $TMDX will finish Q3 around XX flights per day and then Q4 could be 27-28 flights per day. Using these numbers full year revenues would be approx $631M which is XX% YoY for full year 2025"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946779199974289421) 2025-07-20 03:48:25 UTC 566.7K followers, 3654 engagements


"Blocks (aka $XYZ) market cap (formerly Square $SQ) is now below $XX billion which is how much they paid for AfterPay a few years ago. This is probably the second worst M&A deal from the last few years. The worst M&A deal was clearly $TDOC buying $LVGO (Livongo) for $XXXX billion now the combined company is worth less than $XXX billion Can anyone think of some other bad M&A deals"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1918308123078434972) 2025-05-02 14:14:31 UTC 566.7K followers, 70.2K engagements


"I think many of those other companies are 50-60% overvalued. No idea why some investors are paying 80-120x NTM EBITDA/FCF for 30-40% EBITDA/FCF growth. Seems reckless. $APP definitely has a path to $600+ in the next 12-18 months while so many other growth stocks need a big correction"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1943772784418771063) 2025-07-11 20:42:00 UTC 566.7K followers, 1040 engagements


"@CreativeCap89 @foliotrail Id love to see $OSCR announce a stock buyback they have almost XX% of their market cap in cash"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946010051421909493) 2025-07-18 00:52:06 UTC 566.7K followers, 1655 engagements


"@contarloman8542 @AlphaBetaAnil I agree similar path to $SWAV which got acquired for 13x NTM revs when they doing similar fundamentals to what $TMDX will do over the next XX months for both revenue growth and margins yet $TMDX trades at 5.5x NTM revs"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946744884376813902) 2025-07-20 01:32:03 UTC 566.7K followers, XXX engagements


"$TMDX was doing XX flights per day after X days in July now back to XX flights per day. Hopefully were back to XX flights per day going into Q2 earnings. $TMDX did XX% YoY in Q1 and will probably do at least XX% YoY in Q2. If Q3 is 40-45% YoY (with easy comps) then their current XX% guidance is way too low and therefore they are likely to raise to XX% with Q2 earnings assuming flight data looks decent. I think $TMDX does at least $615M+ revs this year and $800M+ revs next year. EPS growth will be triple digits this year perhaps as high as XXX% YoY If $TMDX does $800M+ revs next year with"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1941890770878788032) 2025-07-06 16:03:33 UTC 566.7K followers, 3178 engagements


"@awnihamad @ftr_investors @samsolid57 @StockSavvyShay @Couch_Investor @Stocktwits @danielnewmanUV @FIREDUpWealth @growthrapidly Alani Nu was growing XX% YoY and that was before Pepsi network integration"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1946263418685501843) 2025-07-18 17:38:53 UTC 566.7K followers, XXX engagements


"Its very possible that $ASTS is the best risk/reward in this market. This is still a speculative company (so be careful) with lots to prove however if they hit these estimates $ASTS could be a 50-bagger over the next 4-5 years versus only $XXXX to the downside. Anyone have a better risk/reward stock idea than $ASTS"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1628608244041109506) 2023-02-23 04:10:38 UTC 566.7K followers, 129.4K engagements


"@FluentInQuality $TTD is growing EPS at X% this year yet trades at 42x NTM EPS"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1943810861388140723) 2025-07-11 23:13:18 UTC 566.7K followers, XXX engagements


"I don't think i'd connect these dots. $TMDX is down because July flight data is weak but the stock is now trading at 5x NTM revs with revs growing XX% YoY. $ISRG is down because it's way overvalued at 18x NTM revs and 64x NTM EPS with revs growing XX% YoY and EPS growing XX% YoY. $TMO is down because it's also overvalued at 18x NTM EPS with EPS growing X% YoY $PRCT is not cheap at 8x NTM revs but revs are growing XX% YoY"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1947414938940530763) 2025-07-21 21:54:37 UTC 566.7K followers, 1355 engagements


"End of August update for my investment portfolio. +220.8% YTD Top X core holdings (in order by size). $TMDX $ASPN $APP $FOUR $NU $ONON $UBER Top X non-core holdings & swing trades (in order by size). $AMD $HOOD $MDB $LNTH $AVAV $S $AFRM I'm cautiously optimistic for the final X months of the year but the priority is protecting my YTD gains. The economy seems to be hanging in there however there's definitely some softness in the labor markets. We finally have headline CPI under X% YoY with XXX bps of MoM numbers rolling off for August and September. We're still in a seasonally weak period for"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1830710321792917856) 2024-09-02 20:52:08 UTC 566.7K followers, 943.7K engagements


"@accrued_int @foliotrail So $APP is growing faster than most tech companies has higher margins has better FCF conversion has less dilution and launches a new product in less than X months that could accelerate growth and margin expansion for the next few years"  
![@JonahLupton Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::14579415.png) [@JonahLupton](/creator/x/JonahLupton) on [X](/post/tweet/1945924294095016368) 2025-07-17 19:11:19 UTC 566.7K followers, 1282 engagements