[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.]

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

Jonah Lupton posts on X about $tmdx, $four, over the, positions the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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

- X Week XXXXXXX +519%
- X Month XXXXXXX -XX%
- 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 Week XX +12%
- X Month XX -XX%
- 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 +0.04%
- 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)  #2265 [cryptocurrencies](/list/cryptocurrencies)  #4039 [technology brands](/list/technology-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$tmdx](/topic/$tmdx) #3, [$four](/topic/$four) #2, [over the](/topic/over-the) 1.24%, [positions](/topic/positions) #132, [$nbis](/topic/$nbis) #79, [$alab](/topic/$alab) #16, [$swav](/topic/$swav) #1, [$sezl](/topic/$sezl) #2, [$iren](/topic/$iren) #11, [$msft](/topic/$msft) #76

**Top accounts mentioned or mentioned by**
[@realsimpleariel](/creator/undefined) [@nietschecapital](/creator/undefined) [@jinacapital](/creator/undefined) [@zastocks](/creator/undefined) [@frameworkwisely](/creator/undefined) [@smallmidcaps](/creator/undefined) [@mikimmykim](/creator/undefined) [@luoshengpeng](/creator/undefined) [@nolanantonucci](/creator/undefined) [@michaelzero10](/creator/undefined) [@hypergrowth102](/creator/undefined) [@kabraxfx](/creator/undefined) [@ecommerceshares](/creator/undefined) [@meeijer](/creator/undefined) [@jrouldz](/creator/undefined) [@daddy2024](/creator/undefined) [@jvakos](/creator/undefined) [@ftr_investors](/creator/undefined) [@loreztrader](/creator/undefined) [@rdesai324](/creator/undefined)

**Top assets mentioned**
[TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [4 (FOUR)](/topic/$four) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [ShockWave Medical, Inc. (SWAV)](/topic/$swav) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [IREN Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [Reddit, Inc. (RDDT)](/topic/$rddt) [Applovin Corporation (APP)](/topic/$app) [On Holding AG (ONON)](/topic/$onon) [PROCEPT BioRobotics Corporation Common Stock (PRCT)](/topic/$prct) [The Root Network (ROOT)](/topic/$root) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Toast, Inc. (TOST)](/topic/$tost) [MercadoLibre Inc (MELI)](/topic/$meli) [Palantir (PLTR)](/topic/$pltr) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Dutch Bros Inc. (BROS)](/topic/$bros) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Sea Limited (SE)](/topic/$se) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz)
### Top Social Posts [#](/creator/twitter::14579415/posts)
---
Top posts by engagements in the last XX hours

"As a Patriots fan I can honestly say their remaining schedule is a joke (especially if Bengals and Ravens dont have their QBs although LJ should be back in time). Assuming they stay healthy Patriots have no excuses not to win at least 10-11 games this year"  
[X Link](https://x.com/JonahLupton/status/1975875083580452990) [@JonahLupton](/creator/x/JonahLupton) 2025-10-08T10:45Z 566.9K followers, 19.1K engagements


"Congrats to $NBIS shareholders stock is up XX% AH from announcing a multi-billion deal with $MSFT After this news $NBIS is now my 6th largest position behind $APP $TMDX $ALAB $FOUR $RDDT Yes this was a very big day for me :)"  
[X Link](https://x.com/JonahLupton/status/1965162188731306077) [@JonahLupton](/creator/x/JonahLupton) 2025-09-08T21:15Z 566.9K followers, 175.1K engagements


"$ALAB not getting enough attention for their blowout Q2 earnings report Q2 revs up XXXXX% YoY with XXXX% net income margins Everyone talking about $PLTR rule of XX. well ALAB's rule of XX is 2x higher. probably not another publicly traded company with better fundamentals right now than $ALAB I added to my $ALAB position after hours. now my 5th largest position $ALAB Q3 guidance also very strong and they'll probably crush those numbers again"  
[X Link](https://x.com/JonahLupton/status/1952853323805036576) [@JonahLupton](/creator/x/JonahLupton) 2025-08-05T22:04Z 566.5K followers, 252.6K engagements


"$SWAV was one of my favorite all time stocks. I started my position in the $60s and probably made XXX% but could have been more if I owned it when they got acquired. I just thought it had gotten too expensive. $SWAV got acquired at 13x NTM revs whereas $TMDX trading less than 6x NTM revs. $STAA just got acquired for 6x NTM revs with revs down -XX% YoY and -XX% EBITDA margins. $TMDX trades at the same multiple yet revs growing XX% YoY with XX% EBITDA margins. Makes no sense. $TMDX still 40-50% undervalued"  
[X Link](https://x.com/JonahLupton/status/1954349797118263467) [@JonahLupton](/creator/x/JonahLupton) 2025-08-10T01:11Z 566.5K followers, 1782 engagements


"$TTD was a nice swing trade a few weeks ago off the bounce from channel support going back to 2022 lows"  
[X Link](https://x.com/JonahLupton/status/1973760964333048055) [@JonahLupton](/creator/x/JonahLupton) 2025-10-02T14:44Z 566.5K followers, 24K engagements


"What stock with a market cap between $2-20 billion are you most bullish on for the next 6-12 months"  
[X Link](https://x.com/JonahLupton/status/1826809236283949237) [@JonahLupton](/creator/x/JonahLupton) 2024-08-23T02:30Z 566.8K followers, 426.8K engagements


"$TMDX trading at less than 6x NTM revs with revs growing XX% YoY and XX% EBITDA margins. $SWAV got acquired for 13x NTM revs with revs growing XX% and XX% EBITDA margins. $STAA got acquired for 6x NTM revs with revs growing -XX% YoY and -XX% EBITDA margins. $TMDX is 40-50% undervalued at current prices relative to where I see fundamentals going over the next 2-3 years"  
[X Link](https://x.com/JonahLupton/status/1954600904650576375) [@JonahLupton](/creator/x/JonahLupton) 2025-08-10T17:49Z 566.8K followers, 1883 engagements


"@Mike73030190 If they got acquired it would have to be at 12x NTM revs or higher otherwise no chance Waleed and the board are selling the company. $SWAV got acquired for 13x NTM revs which is the best comp we have over past few years in medtech"  
[X Link](https://x.com/JonahLupton/status/1954625595918225729) [@JonahLupton](/creator/x/JonahLupton) 2025-08-10T19:27Z 566.9K followers, 2001 engagements


"CEO of $TMDX would not have bought $2M of stock if he didnt think daily flights were about to start increasing. He knows seasonal weakness is ending and the next XX weeks will be strong. Great timing on his buy 🔥"  
[X Link](https://x.com/JonahLupton/status/1954334925873668299) [@JonahLupton](/creator/x/JonahLupton) 2025-08-10T00:12Z 566.9K followers, 72.3K engagements


"First time in my life that I added to a position after hours when it was already up XX% but thats what I just did. $NBIS was already expected to grow revenues by 10x over the next 3-4 years and that was before this monster deal with $MSFT which will add $18B+ of revenues over the next X years. Even with $NBIS now up XX% AH it still looks undervalued relative to where I see the numbers going. I dont think investors truly appreciate how insane the growth rates are going to look over the next 3-5 years. I think $NBIS is an easy 5-bagger over the next X years and possibly a 10-bagger"  
[X Link](https://x.com/JonahLupton/status/1965181299230212345) [@JonahLupton](/creator/x/JonahLupton) 2025-09-08T22:31Z 566.9K followers, 162.7K engagements


"Last thing I'll say about $TMDX this morning before heading to the airport. Now that we know XX% of OCS cases are happening via ground transport and approximately XX% of OCS cases happening via flight are happening on external planes ie charters. I think $TMDX will report $155M revenues in Q3. This would put YTD revenues at $456M going into Q4. I think Q4 will be up at least XX% YoY (conservatively) which puts Q4 revenues at $167.8M This would put full year revenues at $623.8M which is up XXXX% YoY (conservatively). With OCS XXX trials around the corner I think $TMDX will do at least 30%"  
[X Link](https://x.com/JonahLupton/status/1965382416752632051) [@JonahLupton](/creator/x/JonahLupton) 2025-09-09T11:50Z 566.9K followers, 164.1K engagements


"Waleed (CEO) and $TMDX presenting yesterday at the Baird Healthcare conference Waleed says theyll hit 20000 OCS cases by 2030 and then 30000 OCS cases by 2032 or soon after. Right now they are starting trials for OCS Gen2 he says theyll have OCS Gen3 by 2032. Over the next X years as they scale to 10k per year then 20k per year then 30k per year. as they introduce OCS Gen2 which will have longer survival times on warm perfusion I think we see continue to see ground transport becoming a bigger % of overall OCS/NOP cases. They will absolutely still need all XX planes and will probably add 2-3"  
[X Link](https://x.com/JonahLupton/status/1965924139174101378) [@JonahLupton](/creator/x/JonahLupton) 2025-09-10T23:43Z 566.9K followers, 74.9K engagements


"Here are a couple swing trade ideas. I have positions in all of them with full/tight stops on $TEAM and $SEZL partial/tight stops on $ONON $FOUR $PRCT $ONON bouncing off the channel from 2022 lows. $FOUR bouncing off the channel from 2022 lows. $TEAM bouncing off the channel from recent lows. $SEZL testing support from Nov 2024 highs"  
[X Link](https://x.com/JonahLupton/status/1973751611680829727) [@JonahLupton](/creator/x/JonahLupton) 2025-10-02T14:07Z 566.9K followers, 58.3K engagements


"$PRCT testing channel from 2022 lows"  
[X Link](https://x.com/JonahLupton/status/1973751614201839986) [@JonahLupton](/creator/x/JonahLupton) 2025-10-02T14:07Z 566.9K followers, 17.4K engagements


"$BROS could be a swing trade here but needs to bounce or get out **I have a position"  
[X Link](https://x.com/JonahLupton/status/1974153381053862257) [@JonahLupton](/creator/x/JonahLupton) 2025-10-03T16:43Z 566.9K followers, 16.2K engagements


"Here are a few swing trade ideas. $ROOT $DECK $SEZL $HROW **I have positions in all of them"  
[X Link](https://x.com/JonahLupton/status/1977767422770946164) [@JonahLupton](/creator/x/JonahLupton) 2025-10-13T16:04Z 566.9K followers, 91.7K engagements


"$TMDX bouncing Friday off the channel then getting some nice commentary today from the analysts. Jefferies initiates coverage with buy rating and $XXX price target. Oppenheimer reiterates buy rating and $XXX price target"  
[X Link](https://x.com/JonahLupton/status/1977783705335681267) [@JonahLupton](/creator/x/JonahLupton) 2025-10-13T17:09Z 566.9K followers, 54.2K engagements


"I'm also in $CWAN as of last week with the bounce off the channel from 2022 lows"  
[X Link](https://x.com/JonahLupton/status/1977784321554731408) [@JonahLupton](/creator/x/JonahLupton) 2025-10-13T17:11Z 566.9K followers, 4287 engagements


"$FOUR still looks interesting here inside the channel from the 2022 lows"  
[X Link](https://x.com/JonahLupton/status/1977784681119805907) [@JonahLupton](/creator/x/JonahLupton) 2025-10-13T17:13Z 566.9K followers, 7520 engagements


"$ONON looks good here bouncing off the channel from the 2022 lows"  
[X Link](https://x.com/JonahLupton/status/1977785203130040794) [@JonahLupton](/creator/x/JonahLupton) 2025-10-13T17:15Z 566.9K followers, 15.2K engagements


"Big spot for $TOST bouncing off trendline from Nov 2023 lows"  
[X Link](https://x.com/JonahLupton/status/1977785662603497922) [@JonahLupton](/creator/x/JonahLupton) 2025-10-13T17:17Z 566.9K followers, 13.7K engagements


"@jvakos I'm also in $TOST as long as this channel holds"  
[X Link](https://x.com/JonahLupton/status/1977836193888010713) [@JonahLupton](/creator/x/JonahLupton) 2025-10-13T20:37Z 566.9K followers, 1307 engagements


"Bad day for $MELI and $SE both of which are now sitting on long-term trendlines"  
[X Link](https://x.com/JonahLupton/status/1978551656603091387) [@JonahLupton](/creator/x/JonahLupton) 2025-10-15T20:00Z 566.9K followers, 58K engagements


"@nonamestock Seems like everyone is still trying to figure it out"  
[X Link](https://x.com/JonahLupton/status/1978553401492300163) [@JonahLupton](/creator/x/JonahLupton) 2025-10-15T20:07Z 566.9K followers, 3510 engagements


"@Hardlysunny2023 Not necessarily if you look at the weekly chart $MELI bounced today off the 2021 high"  
[X Link](https://x.com/JonahLupton/status/1978580439888490559) [@JonahLupton](/creator/x/JonahLupton) 2025-10-15T21:55Z 566.9K followers, 3773 engagements


"Same. I recently started a small position. Need to keep digging in and build more conviction because I add. I think theres some catalysts over the next 2-3 years that could accelerate revenue growth and margin expansion in which case 4x NTM revs seems like it might be undervalued"  
[X Link](https://x.com/JonahLupton/status/1979572669763973434) [@JonahLupton](/creator/x/JonahLupton) 2025-10-18T15:37Z 566.9K followers, 1086 engagements


"@InvestmentGuru_ before I add"  
[X Link](https://x.com/JonahLupton/status/1979587209414975789) [@JonahLupton](/creator/x/JonahLupton) 2025-10-18T16:35Z 566.9K followers, XXX engagements


"@jiahanjimliu Just had a 2+ hour meeting with a data center expert hes been building them for the past decade $IREN is his biggest position right now"  
[X Link](https://x.com/JonahLupton/status/1979997435926589568) [@JonahLupton](/creator/x/JonahLupton) 2025-10-19T19:45Z 566.9K followers, 73.1K engagements


"@RAM239999 @jiahanjimliu We talked about lots of them but mostly focused on $IREN and why they are best positioned right now"  
[X Link](https://x.com/JonahLupton/status/1979999859928174629) [@JonahLupton](/creator/x/JonahLupton) 2025-10-19T19:55Z 566.9K followers, 5338 engagements


"@anitapatel316 @RAM239999 @jiahanjimliu Correct we also discussed why $MARA is undervalued but will take longer to play out because theyre early in their transition to HPC plus their power is lower quality and more spread out so bigger deals from hyperscalers might be harder to close"  
[X Link](https://x.com/JonahLupton/status/1980003891321213118) [@JonahLupton](/creator/x/JonahLupton) 2025-10-19T20:11Z 566.9K followers, 2566 engagements


"I started buying $IREN in early June wish I had gotten in sooner. I was in $NBIS since earlier this year then averaged down into the April lows. Both became double digit positions pretty quickly. Last summer (2024) I met with the PM of the Fidelity Utilities Fund (hes a very good friend have known him for 15+ years). Hes the one that got me into $CORZ and $APLD at much lower prices (small positions). Wish I had taken his tips more seriously. Took me another 4-5 months to fully understand the potential of these names. Thankfully I was in $NBIS and $IREN before the big moves happened"  
[X Link](https://x.com/JonahLupton/status/1980020036195831825) [@JonahLupton](/creator/x/JonahLupton) 2025-10-19T21:15Z 566.9K followers, 1192 engagements