#  @KabraxFX Kab X
Root Inc. ($ROOT) is expanding rapidly, with a growing presence in the auto insurance market through its embedded partnerships, such as with Hyundai, and a widening distribution footprint nationwide. The company's CEO, Alex Timm, has highlighted its technological advantages, including its API stack, which allows for quick integration into partners' systems. Additionally, Root's growth is being compared to other companies, with some analysts expressing bullish sentiments about its potential.
### Engagements: [------] [#](/creator/twitter::1520896000570789888/interactions)

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- [--] Month [-------] -42%
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- [--] Year [---------] +340%
### Mentions: [--] [#](/creator/twitter::1520896000570789888/posts_active)

- [--] Week [--] +19%
- [--] Month [---] -4.70%
- [--] Months [-----] +47%
- [--] Year [-----] +59%
### Followers: [-----] [#](/creator/twitter::1520896000570789888/followers)

- [--] Week [-----] -0.23%
- [--] Month [-----] +0.50%
- [--] Months [-----] +53%
- [--] Year [-----] +505%
### CreatorRank: [-------] [#](/creator/twitter::1520896000570789888/influencer_rank)

### Social Influence
**Social category influence**
[stocks](/list/stocks) 69.23% [finance](/list/finance) 34.91% [cryptocurrencies](/list/cryptocurrencies) 33.14% [automotive brands](/list/automotive-brands) 5.33% [technology brands](/list/technology-brands) 4.14% [countries](/list/countries) 3.55% [social networks](/list/social-networks) 2.37% [currencies](/list/currencies) 0.59% [gaming](/list/gaming) 0.59% [products](/list/products) 0.59%
**Social topic influence**
[$root](/topic/$root) #7, [$tmdx](/topic/$tmdx) #60, [$hims](/topic/$hims) #131, [insurance](/topic/insurance) #255, [in the](/topic/in-the) 11.24%, [$upst](/topic/$upst) 9.47%, [market](/topic/market) 7.69%, [ceo](/topic/ceo) 5.92%, [$roots](/topic/$roots) #2, [ai](/topic/ai) 5.33%
**Top accounts mentioned or mentioned by**
[@arne19288930](/creator/undefined) [@henryinvests](/creator/undefined) [@cernunnoscap](/creator/undefined) [@investincintel](/creator/undefined) [@andrewdudum](/creator/undefined) [@thestocksking](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@fernet365](/creator/undefined) [@stonk_wisdom](/creator/undefined) [@call_lee_free](/creator/undefined) [@florian_0707](/creator/undefined) [@rileye645](/creator/undefined) [@moninvestor](/creator/undefined) [@muzzlebuster](/creator/undefined) [@rowecapital](/creator/undefined) [@rootinsurance](/creator/undefined) [@5xcap](/creator/undefined) [@cpostrategy](/creator/undefined) [@usamazafar88](/creator/undefined) [@rpsagainsttrump](/creator/undefined)
**Top assets mentioned**
[The Root Network (ROOT)](/topic/$root) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Return to Beginnings (ROOTS)](/topic/$roots) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Dash (DASH)](/topic/$dash) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [ZetaChain (ZETA)](/topic/$zeta) [Progressive Corp (PGR)](/topic/$pgr) [Carvana Co. (CVNA)](/topic/$cvna) [Novo-Nordisk (NVO)](/topic/$nvo) [Alliance Fan Token (ALL)](/topic/$all) [Bull Market (BULL)](/topic/$bull) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Cheeseball (CB)](/topic/$cb) [4 (FOUR)](/topic/$four) [RAI Finance (SOFI)](/topic/$sofi) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Root, Inc. (ROOT)](/topic/root-inc) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Sweetgreen Inc. (SG)](/topic/$sg) [American International Group Inc (AIG)](/topic/$aig) [TrustVerse (TRV)](/topic/$trv) [Alibaba Group (BABA)](/topic/$baba) [DoorDash Inc. (DASH)](/topic/doordash) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Slide Insurance Holdings, Inc. (SLDE)](/topic/$slde) [White Mountains Insurance Group Ltd. (WTM)](/topic/$wtm)
### Top Social Posts
Top posts by engagements in the last [--] hours
"๐จ $ROOT and Hyundai announce a partnership Big win huge partnership ๐ฅ๐ฅ๐ฅ $LMND $ALL $PGR $CB https://ir.joinroot.com/news-releases/news-release-details/hyundai-capital-america-and-root-inc-announce-partnership-drive/ https://ir.joinroot.com/news-releases/news-release-details/hyundai-capital-america-and-root-inc-announce-partnership-drive/"
[X Link](https://x.com/KabraxFX/status/1907426494181413297) 2025-04-02T13:34Z [----] followers, [---] engagements
"$ROOT is disrupting the $300B auto insurance market. They are the largest insurtech in the nation Key insights from CEO Alex Timm from today's Fireside Chat: - New pricing models boosted quote LTV by 20% this year. - Independent Agent channel 3x'd YoY despite still only having 10% national penetration. - Embedded channel is growing 2x YoY with more OEMs and partners under contract - Proprietary tech slashed agent bind times from [--] minutes to [--] minutes. - Rebuilding pricing model at least once annually but could do it daily vs. the [---] year legacy cycle. - Hyundai partnership imagined a"
[X Link](https://x.com/KabraxFX/status/2010848389874008101) 2026-01-12T22:56Z [----] followers, [----] engagements
"$CAVA coming in hot with the new Sumac spiced items Sumac Sour Cream + Onion Pita Chips and Sumac Slaw ๐ Unique and delicious flavor profiles you can't get at $CMG or $SG $CAVA makes you crave their food - its so good ๐ฅต"
[X Link](https://x.com/KabraxFX/status/2011548559846621196) 2026-01-14T21:18Z [----] followers, [----] engagements
"$CAVA celebrated [--] years yesterday - a great achievement with many more years ahead of it"
[X Link](https://x.com/KabraxFX/status/2014366376761417942) 2026-01-22T15:55Z [----] followers, [---] engagements
"@WealthwLars $LMND first insurance company to operate globally You might want to check your facts. $AIG $TRV and about a dozen other companies operate globally. $LMND investors once again trying to mislead people or not doing enough DD on their own"
[X Link](https://x.com/KabraxFX/status/2016872458255814916) 2026-01-29T13:54Z [----] followers, [---] engagements
"@JM_Investment0 $FOUR $ZETA and $ROOT are the three I'm $ROOT-ing for ๐"
[X Link](https://x.com/KabraxFX/status/2016968876140220690) 2026-01-29T20:17Z [----] followers, [---] engagements
"$ROOT has already been leveraging the rise of autonomous vehicles for years. With arguably the most advanced telematics advantage in the industry it doesn't matter which manufacturer's AV you're in $ROOT can quickly determine which AVs are truly the safest with their technology. Even if accidents become extremely rare because of AV $ROOT can see which algorithms outperform others. Safer AVs get cheaper insurance riskier AVs will pay more. By pricing this way $ROOT even shape consumer buying behavior. People naturally gravitate toward safer cars because they cost less to insure creating a"
[X Link](https://x.com/KabraxFX/status/2017005724619149486) 2026-01-29T22:43Z [----] followers, [----] engagements
"This may be it folks The long awaited development of the $ROOT/Hyundai partnership from April last year might just be a white label product similar to what $ROOT did with $CVNA Hyundai across its brands sells nearly [--] million cars in the US a year nearly 4x $CVNA ๐ช๐ฅณ Potentially very bullish news for $ROOT Looks like $ROOT may be white labeling insurance through Hyundai just like they did with Carvana Just a few weeks ago at Needham Root said they are early in their Hyundai partnership. Implying more to come. The following week Hyundai https://t.co/jEpY2RWVQo Potentially very bullish news"
[X Link](https://x.com/KabraxFX/status/2017038850032619544) 2026-01-30T00:55Z [----] followers, [----] engagements
"It sounds exactly like how Alex Timm described a possible $ROOT product to be during the recent fireside chat see attached. This could include something like you described it could also include other services in addition to the insurance since that is typically what the "+" has represented historically in product creation. https://twitter.com/i/web/status/2017245833385918610 https://twitter.com/i/web/status/2017245833385918610"
[X Link](https://x.com/KabraxFX/status/2017245833385918610) 2026-01-30T14:37Z [----] followers, [---] engagements
"@Arne19288930 Right now $ROOT appears to have exclusivity with Hyundai's finance arm. If you go to Hyundai/Kia/Genesis websites and look for insurance only $ROOT appears no one else"
[X Link](https://x.com/KabraxFX/status/2017246618618343628) 2026-01-30T14:40Z [----] followers, [----] engagements
"@Arne19288930 $ROOT has been offered on Hyundai's financing websites since the day of the announcement on April 2nd [----]. This appears to just be one component of the relationship. We do not know if its offered while buying a car but we expect that to come. https://x.com/KabraxFX/status/1907426494181413297 ๐จ $ROOT and Hyundai announce a partnership Big win huge partnership ๐ฅ๐ฅ๐ฅ $LMND $ALL $PGR $CB https://t.co/eXj43Avw5C https://t.co/3RvrrTDNmT https://x.com/KabraxFX/status/1907426494181413297 ๐จ $ROOT and Hyundai announce a partnership Big win huge partnership ๐ฅ๐ฅ๐ฅ $LMND $ALL $PGR $CB"
[X Link](https://x.com/KabraxFX/status/2017271115694133642) 2026-01-30T16:18Z [----] followers, [---] engagements
"@Arne19288930 We further found out in December that $ROOT was sending Hyundai customers direct mailers offering $ROOT (see URL path in the attached image)"
[X Link](https://x.com/KabraxFX/status/2017271487569498162) 2026-01-30T16:19Z [----] followers, [---] engagements
"@Arne19288930 We then heard CEO Alex Timm of $ROOT talk about the relationship to Hyundai and what we might imagine to be a future product between the companies which likely points to the Hyundai Secure+ program in my original post above since the "+" implies multiple products in this offer"
[X Link](https://x.com/KabraxFX/status/2017271810526769181) 2026-01-30T16:20Z [----] followers, [---] engagements
"@jakebrowatzke Pretty big news for $ROOT recently this Hyundai Secure+ offering is likely $ROOT's white label product https://x.com/bjmtweets/status/2017032398811304345 Potentially very bullish news for $ROOT Looks like $ROOT may be white labeling insurance through Hyundai just like they did with Carvana Just a few weeks ago at Needham Root said they are early in their Hyundai partnership. Implying more to come. The following week Hyundai https://t.co/jEpY2RWVQo https://x.com/bjmtweets/status/2017032398811304345 Potentially very bullish news for $ROOT Looks like $ROOT may be white labeling"
[X Link](https://x.com/KabraxFX/status/2017301633689129100) 2026-01-30T18:19Z [----] followers, [---] engagements
"@PaperBozz Everyone: "Don't invest in $BULL because of China China China" Also everyone: "Have a large allocation in $BABA $JD $BIDU""
[X Link](https://x.com/KabraxFX/status/2017328861776908394) 2026-01-30T20:07Z [----] followers, [---] engagements
"@Mindset4Money_X You know I love the $ROOT add ๐"
[X Link](https://x.com/KabraxFX/status/2017346024499777665) 2026-01-30T21:15Z [----] followers, [---] engagements
"@Florian_0707 Absolutely and $ROOT is my largest position. Nothing in my opinion is more undervalued than this name right now. Valuation continues to compress while the underlying business only continues to improve"
[X Link](https://x.com/KabraxFX/status/2017792673185468654) 2026-02-01T02:50Z [----] followers, [---] engagements
"Was thinking about $DASH's upcoming earnings and was reviewing expectations - I think $DASH might beat pretty significantly in revenue. Here is my thought process: - Q4 [----] estimates for revenue on $DASH are $3.99B. - Historically Q/Q Q3 to Q4 [----] revenue growth was 6.17% and Q3 to Q4 [----] at 6.42%. - Q3 [----] Q/Q revenue growth was 4.93%. - Recently acquired Deliveroo made 1.047B GBP in H1 [----] which converts to about $1.4B (rounding down from today's conversion to be conservative) in USD this implies roughly a $650750 mil quarterly run-rate for Deliveroo. - Deliveroo's revenue will make"
[X Link](https://x.com/KabraxFX/status/2018397944039580124) 2026-02-02T18:55Z [----] followers, [---] engagements
"$CRDO just launched its new Blue Heron retimer targeting the fast-growing AI scale-up networking market. This product is designed to help data centers connect GPUs and switches more efficiently enabling larger more flexible AI clusters - a key bottleneck in AI infrastructure today. $CRDO's Blue Heron is built on advanced 3nm tech is already sampling and is expected to reach production in Q3 [----]. $CRDO estimates the AI scale-up networking market could exceed $40B by [----] positioning $CRDO's new Blue Heron for meaningful long-term growth ๐ Major hyperscaler partners such as $MSFT $AMZN and"
[X Link](https://x.com/KabraxFX/status/2018732062535254071) 2026-02-03T17:03Z [----] followers, [----] engagements
"@moninvestor I don't think I'll be returning to $HIMS ever regardless of price"
[X Link](https://x.com/KabraxFX/status/2019758895925776494) 2026-02-06T13:03Z [----] followers, [---] engagements
"@j_lameiro35 Definitely a big benefactor of higher capex spending by all these big names Have you checked out $CRDO as well"
[X Link](https://x.com/KabraxFX/status/2019825802528047139) 2026-02-06T17:29Z [----] followers, [---] engagements
"@Muzzlebuster I'm on Robinhood primarily unfortunately can't look very far into international names ๐"
[X Link](https://x.com/KabraxFX/status/2019827362364596257) 2026-02-06T17:35Z [----] followers, [--] engagements
"$DASH ๐ heard the ads didn't hit this year soooo screen share this to your tv before everyone leaves https://t.co/MVl6Ku2LxH heard the ads didn't hit this year soooo screen share this to your tv before everyone leaves https://t.co/MVl6Ku2LxH"
[X Link](https://x.com/KabraxFX/status/2020699053169004548) 2026-02-09T03:19Z [----] followers, [---] engagements
"I wouldn't be surprised to see $HIMS get cut in half again from here"
[X Link](https://x.com/KabraxFX/status/2020718854864097350) 2026-02-09T04:38Z [----] followers, [----] engagements
"$DASH At least you can get 50% off in New England Patriot fans ๐ Send this to a New England fan ๐คฃ NEW ENGLAND ONLY: use code BEEF50 to enjoy 50% off eligible orders ONLY ON MONDAY 2/9. Available in select New England cities. Max $10 value. See terms for eligibility. Other exclusions apply. #doordashpartner https://t.co/VXq9FEV4kw Send this to a New England fan ๐คฃ NEW ENGLAND ONLY: use code BEEF50 to enjoy 50% off eligible orders ONLY ON MONDAY 2/9. Available in select New England cities. Max $10 value. See terms for eligibility. Other exclusions apply. #doordashpartner"
[X Link](https://x.com/KabraxFX/status/2020721558394712555) 2026-02-09T04:48Z [----] followers, [---] engagements
"@RoweCapital Think what you want but I've considered that. I also made 219% last year on this name. I no longer believe even my previous $18.39 average is a fair value for this company. You don't need to agree and I hope the best for you and that it goes up from here to make you money. GL"
[X Link](https://x.com/KabraxFX/status/2020740167334875414) 2026-02-09T06:02Z [----] followers, [---] engagements
"$CRDO just released preliminary earnings results and they absolutely crushed expectations up over 15% in after hours trading Q3 revenue came in at $404mil-$408mil blowing past prior guidance of $335mil-$345mil That is a massive beat and $CRDO management is now guiding for mid-single digit sequential growth and 200%+ YoY growth for the full fiscal year Holy Cow ๐ฎ This is incredible news for the broader AI trade as infrastructure continues scaling massively ๐ฅณ https://twitter.com/i/web/status/2020995279496118623 https://twitter.com/i/web/status/2020995279496118623"
[X Link](https://x.com/KabraxFX/status/2020995279496118623) 2026-02-09T22:56Z [----] followers, [----] engagements
"You have to keep in mind that $CRDO is beating this quarter by almost 20% above guide already so the base of Q4 is already much higher. They're estimating they're going to post nearly 426mil more in Q4 which would bring them to about 1.3B in revenue for the FY [----] but that is not to say they don't beat again by another massive amount like this quarter. This is still huge. https://twitter.com/i/web/status/2021012580190519786 https://twitter.com/i/web/status/2021012580190519786"
[X Link](https://x.com/KabraxFX/status/2021012580190519786) 2026-02-10T00:05Z [----] followers, [---] engagements
"@growthrapidly $ZETA has become my third biggest holding. Very excited to see where this goes"
[X Link](https://x.com/KabraxFX/status/2021015115676659832) 2026-02-10T00:15Z [----] followers, [---] engagements
"@stonk_wisdom $BMNR is another one I still hold my shares but more speculative than the rest"
[X Link](https://x.com/KabraxFX/status/2021266858951749687) 2026-02-10T16:55Z [----] followers, [--] engagements
"$LMND reached -40% intraday from its highs today. This comes amidst the company publicly hyping autonomous/FSD insurance on 1/21 followed immediately by CEO Daniel Schreiber selling 5% of his personal stake in the two trading days after. Regardless of its labeled 10b5-1 executives pre-schedule these exits and know the dates of the sales well in advance. Shai controlled the timing of public communications while Dan had pre-scheduled knowledge of his own exit. Both knew the order of events in advance. While we cannot prove the sale was coordinated you cannot deny it is highly suspicious. Who is"
[X Link](https://x.com/KabraxFX/status/2022068637948154134) 2026-02-12T22:01Z [----] followers, [----] engagements
"$ROOT is my top stock pick going into [----] and no one is talking about this name. $ROOT is attempting to reshape auto insurance by embedding real-time personalized coverage directly into the vehicle purchasing experience through partners like $CVNA. Instead of customers shopping separately for insurance $ROOT integrates instant underwriting & binding into checkout compressing what is normally a multistep high friction process into a few clicks. They also recently entered into the Independent Agents space appointing over [-----] agents and giving them access to their $ROOT Agent Platform ("RAP")"
[X Link](https://x.com/KabraxFX/status/1997827889832792126) 2025-12-08T00:37Z [----] followers, 61K engagements
"@Investinc_Intel I sold out of my $HIMS last year for a large gain I now have a similar play on $ZETA for this year. ๐๐"
[X Link](https://x.com/KabraxFX/status/2022375826898272394) 2026-02-13T18:22Z [----] followers, [---] engagements
"@CernunnosCap @RootInsurance Should be the opposite they prefer full coverage a bare minimum customer would be more risky"
[X Link](https://x.com/KabraxFX/status/2022413649034514624) 2026-02-13T20:52Z [----] followers, [--] engagements
"@5xCap @Investinc_Intel No I do. The $HIMS thesis broke down so unless something goes wrong with $ZETA's I don't have intention of letting it go"
[X Link](https://x.com/KabraxFX/status/2022413826931720216) 2026-02-13T20:53Z [----] followers, [---] engagements
"@HolySmokas Doesn't like you got any insurance in there maybe get some $ROOT"
[X Link](https://x.com/KabraxFX/status/2022452383729750491) 2026-02-13T23:26Z [----] followers, [---] engagements
"Top Ten Property & Casualty Insurance Companies by 3-Year Revenue Growth: $ROOT: +95% ๐ $SLDE: +87% $LBRA.TA: +73% $LMND: +43% $WTM: +43% $KNSL: +38% $SKWD: +34% $CINF: +31% $PLMR: +30% $HCI: +23%"
[X Link](https://x.com/KabraxFX/status/2007627817337643114) 2026-01-04T01:39Z [----] followers, [----] engagements
"$ROOT is not a stock you trade. You buy hold and buy more. It will leave people behind like it has before. The float is small only 12.49mil. If everyone could only own [---] shares each only [------] people could own a handful yet people think it's a good idea to trade it ๐ Sold $root [-----] Sold $root 74.50"
[X Link](https://x.com/KabraxFX/status/2008955163453816938) 2026-01-07T17:33Z [----] followers, [----] engagements
"$ROOT is only just getting started for the new year At yesterday's ICR Conference $ROOT told us "we've already got lots of big partners under contract that we still just haven't launched." Already today we get our first example of that pipeline with the Kikoff partnership embedding $ROOT's insurance experience directly inside a financial app used by millions In the coming weeks or months we may see many more partnerships go live ๐ $ROOT just partnered with Kikoff a credit-building app used by millions. Kikoff works like a low-cost subscription: you pay a small monthly fee and in exchange"
[X Link](https://x.com/KabraxFX/status/2011174906416050536) 2026-01-13T20:33Z [----] followers, [----] engagements
"There is a concern that $ROOT's growth will stagnate Policies in Force only grew 2.37% Q/Q and revenue only 1.27% even though that is 27% YoY. One thing we got to keep in mind is $ROOT actively cuts their own "bad driver" policyholders so the good drivers are not having to pay for the bad driver's mistakes so while it may look like $ROOT is not growing it might be because they are making the decision to cut bad policies (we don't actually know how many customers they cut each period). Despite this possibility analysts are typically wrong in their estimates we have been consistently beating"
[X Link](https://x.com/KabraxFX/status/2014537885027062202) 2026-01-23T03:17Z [----] followers, [---] engagements
"$CAVA ๐ซก Hope you enjoyed @alikahil Supporting @KabraxFX today https://t.co/hMqtrTgUbs Supporting @KabraxFX today https://t.co/hMqtrTgUbs"
[X Link](https://x.com/KabraxFX/status/2016216544544698827) 2026-01-27T18:27Z [----] followers, [---] engagements
"In September $ROOT hired a new CISO Srini Srinivasan. During his time at $CHWY Srini helped "advance AI-driven fraud detection" and now with $ROOT he may be doing the same. In auto insurance fraud is rampant - it makes up anywhere between 10%-25% of claims. By efficiently catching fraud claims $ROOT may be able to further reduce their loss ratios which would directly improve underwriting profitability This further strengthens the $ROOT flywheel by feeding higher-quality data back into their models enabling better customer segmentation of fraud risk better pricing for all customers as fewer"
[X Link](https://x.com/KabraxFX/status/2016965968057291023) 2026-01-29T20:05Z [----] followers, [----] engagements
"Unexpectedly good drivers are people you would never find through demographics alone but you can find through behavior. $ROOT identifies these people using telematics data how you brake turn accelerate and use your phone while driving. That creates a massive underwriting edge as better risk selection leads to lower loss ratios. Over time $ROOT compounds by attracting the safest drivers and pricing risk more accurately than incumbents. The edge in their data cannot be understated. ๐ $ROOT recognizes ad spend won't win the race but precision will. Annie Yang Sr. Director of Data Science at"
[X Link](https://x.com/KabraxFX/status/2019445609997168684) 2026-02-05T16:18Z [----] followers, [----] engagements
"Meet Nicholas Blanchet $ROOT's newest VP of Engineering Most recently CTO at Flextract working on AI and LLMs to drive their wealth management platform. Formerly CTO & Co-founder of Ohi where he built and led a team of 40+ engineers raised $24mil+ in funding and grew the business to a nearly $9mil run-rate. ๐ Having a former co-founder of a high-growth startup is a big advantage this is someone who's built real businesses and understands the ownership mindset required to scale a company like $ROOT ๐ช https://twitter.com/i/web/status/2019639232617410931"
[X Link](https://x.com/KabraxFX/status/2019639232617410931) 2026-02-06T05:08Z [----] followers, [----] engagements
"Did you make the uncomfortable decision and buy this week's dip What names did you load up on"
[X Link](https://x.com/KabraxFX/status/2019818523732873269) 2026-02-06T17:00Z [----] followers, [----] engagements
"@themotleyfool $ROOT"
[X Link](https://x.com/KabraxFX/status/2020676091887923542) 2026-02-09T01:48Z [----] followers, [---] engagements
"@moninvestor You need $CRDO in there"
[X Link](https://x.com/KabraxFX/status/2021225834237870095) 2026-02-10T14:12Z [----] followers, [---] engagements
"RT @Upstart: $UPST Q4 and FY [----] results are inrecord revenue and rising demand across every lending product. Highlights below ๐ https://"
[X Link](https://x.com/KabraxFX/status/2021333077931577591) 2026-02-10T21:18Z [----] followers, [--] engagements
"RT @HenryInvests: Upstart $UPST loans on the balance sheet fell 20% QoQ with R&D loans falling 25.7% ๐ฅ #fundingsecured"
[X Link](https://x.com/anyuser/status/2021337264522178783) 2026-02-10T21:35Z [----] followers, [--] engagements
"RT @HenryInvests: Paul Gu to become Upstart $UPST CEO May 1"
[X Link](https://x.com/KabraxFX/status/2021337283417473309) 2026-02-10T21:35Z [----] followers, [--] engagements
"RT @parthpat87: $UPST $150 by mid 2027"
[X Link](https://x.com/anyuser/status/2021339689975005592) 2026-02-10T21:45Z [----] followers, [--] engagements
"RT @dsteinberg10000: LG ๐๐๐"
[X Link](https://x.com/anyuser/status/2021339797454029274) 2026-02-10T21:45Z [----] followers, [--] engagements
"RT @HenryInvests: Upstart $UPST launched voice LLMs for when manual verification calls are required - can you say agentic AI ๐"
[X Link](https://x.com/KabraxFX/status/2021342817495417342) 2026-02-10T21:57Z [----] followers, [--] engagements
"RT @goddreng10: So like i basically said and argued with all of you $UPST can reduce loans on their BS without making press releases :))"
[X Link](https://x.com/anyuser/status/2021343026606751763) 2026-02-10T21:58Z [----] followers, [--] engagements
"RT @HenryInvests: Upstart $UPST expects the trend of falling R&D loans on the balance sheet to continue โก"
[X Link](https://x.com/anyuser/status/2021344905650634809) 2026-02-10T22:05Z [----] followers, [--] engagements
"RT @macro_guru: $UPST just delivered [--] growth in auto + home loan originations. This isnt just personal loans anymore"
[X Link](https://x.com/KabraxFX/status/2021344962751996162) 2026-02-10T22:06Z [----] followers, [--] engagements
"RT @earnings_guy: $UPST (Upstart) #earnings are out:"
[X Link](https://x.com/anyuser/status/2021345593898197455) 2026-02-10T22:08Z [----] followers, [--] engagements
"RT @Mindset4Money_X: $UPST ๐"
[X Link](https://x.com/anyuser/status/2021345937747214406) 2026-02-10T22:10Z [----] followers, [--] engagements
"RT @HenryInvests: My thoughts on the $UPST balance sheet prior to earnings: They delivered"
[X Link](https://x.com/KabraxFX/status/2021347696716788208) 2026-02-10T22:17Z [----] followers, [--] engagements
"RT @CaptTweetz: $UPST New UPSTART CFO Andrea Blankmeyer worked for $SOFI as VP Finance in the past Truly a evolution in the new leadership"
[X Link](https://x.com/KabraxFX/status/2021349549462458579) 2026-02-10T22:24Z [----] followers, [--] engagements
"$DASH Q1 [----] quarterly earnings going to be fire and we haven't even seen Q4 2025's yet Q4 release coming at you on 2/18 after hours yall went innnnn for the big game. we saw spikes in: alcapurrias: +119% ๐ฅbuffalo sauce: +550% ๐ง blue cheese: +346% ๐ฅฉ ground beef: +24% ๐ chicken wings +73% yall went innnnn for the big game. we saw spikes in: alcapurrias: +119% ๐ฅbuffalo sauce: +550% ๐ง blue cheese: +346% ๐ฅฉ ground beef: +24% ๐ chicken wings +73%"
[X Link](https://x.com/KabraxFX/status/2021353672320708787) 2026-02-10T22:40Z [----] followers, [---] engagements
"$DASH ๐ new england used their 50% off promo to eat their feelings ๐ฅฒ ๐ฅงboston cream pies: +120% ๐ฅ churros: +44% ๐ญcake pops: +30% new england used their 50% off promo to eat their feelings ๐ฅฒ ๐ฅงboston cream pies: +120% ๐ฅ churros: +44% ๐ญcake pops: +30%"
[X Link](https://x.com/KabraxFX/status/2021353930857517372) 2026-02-10T22:41Z [----] followers, [---] engagements
"RT @HenryInvests: How hard is it for the market to understand that $UPST new products are dilutive to aggregate contribution margin but acc"
[X Link](https://x.com/KabraxFX/status/2021354004547256762) 2026-02-10T22:42Z [----] followers, [--] engagements
"RT @HenryInvests: @davegirouard unreal quarter congratulations and thank you"
[X Link](https://x.com/anyuser/status/2021354155865243977) 2026-02-10T22:42Z [----] followers, [--] engagements
"RT @bradsferguson: ๐คฉWowie This $UPST news is literally EVERYTHING we were hoping for. #thosewhostay"
[X Link](https://x.com/anyuser/status/2021359203395440796) 2026-02-10T23:02Z [----] followers, [--] engagements
"RT @patrickbetdavid: Hands down the funniest Super Bowl commercial"
[X Link](https://x.com/KabraxFX/status/2021359368554574026) 2026-02-10T23:03Z [----] followers, [---] engagements
"RT @BeardoTrader: Traders will keep trying to time the $HOOD bottom while $BULL pumps 50% plus"
[X Link](https://x.com/KabraxFX/status/2021605080072364508) 2026-02-11T15:19Z [----] followers, [--] engagements
"The net combined ratio for this period included a one-time non-cash warrant expense due to Carvana not exercising them before they expired that inflated the CR to 102.1% but we will not see that again. If I'm not mistaken the adjusted CR would be 97% otherwise. They are in fact making a profit and if it were not for this one time event would have been profitable for a fifth straight quarter. $ROOT is also FCF positive"
[X Link](https://x.com/KabraxFX/status/2022159410802700649) 2026-02-13T04:02Z [----] followers, [---] engagements
"@fernet365 @Investinc_Intel No of course not ROOT is still my number one holding ZETA is just a comparable size to my original HIMS position (invested about $25k then on HIMS now investing $30k in ZETA)"
[X Link](https://x.com/KabraxFX/status/2022386378982801916) 2026-02-13T19:04Z [----] followers, [--] engagements
"$CRDO Will be heading back towards $200 as fundamentals continue to improve quarter after quarter after quarter. $CRDO just released preliminary earnings results and they absolutely crushed expectations up over 15% in after hours trading Q3 revenue came in at $404mil-$408mil blowing past prior guidance of $335mil-$345mil That is a massive beat and $CRDO management is now guiding for https://t.co/DYZN7KGORq $CRDO just released preliminary earnings results and they absolutely crushed expectations up over 15% in after hours trading Q3 revenue came in at $404mil-$408mil blowing past prior"
[X Link](https://x.com/KabraxFX/status/2021236572130042024) 2026-02-10T14:55Z [----] followers, [---] engagements
"$ROOT If you're still building a position set limit buys and go live your life. Let the company execute and give performance time. Your investments are not supposed to pay off in just one day one week one month or even one year. You need to let the company cook to see the results you want as you know they are. It's that simple. https://twitter.com/i/web/status/2021255310858649707 https://twitter.com/i/web/status/2021255310858649707"
[X Link](https://x.com/KabraxFX/status/2021255310858649707) 2026-02-10T16:09Z [----] followers, [----] engagements
"SMID Cap Companies to own (Price/MC) ๐ค $CAVA - $71 / 8.3B $ROOT - $59 / 915M $ZETA - $17 / 4.2B $TMDX - $136 / 4.6B $FOUR - $60 / 5.4B $UPST - $40 / 4B $BULL - $7 / 3.2B"
[X Link](https://x.com/KabraxFX/status/2021264972500566387) 2026-02-10T16:48Z [----] followers, [---] engagements
"@wall_st_regard Like I said I think its pretty close but its non-standard. Its more simple. LMND's NCR would likely be closer to maybe 120% I'm guessing. Using ChatGPT it was saying 115% even but that too was an estimate"
[X Link](https://x.com/KabraxFX/status/2022331510981071126) 2026-02-13T15:26Z [----] followers, [--] engagements
"$HIMS reports $401.6m in Revenue up 77% YOY"
[X Link](https://x.com/anyuser/status/1853544604756328688) 2024-11-04T21:07Z [----] followers, [----] engagements
"I just hit [----] followers Thanks to everyone who has followed me in the last [--] hours or so Its been incredible to see all the new faces and notification spam I think most of you have joined after seeing my recent account success but I hope I can provide you other quality content other than just showing you my account balance However while its been a great achievement its mostly due to two holdings $HIMS and $ROOT. I believe both will continue to be amazing successes and I have no intention of letting these go any time soon even with their recent run ups volatility or not. I hope the momentum"
[X Link](https://x.com/anyuser/status/1892419932299940160) 2025-02-20T03:44Z [----] followers, [----] engagements
"$TMDX TransMedics chooses Mirandola of Emilia-Romagna Italy for its European Hub ๐ ๐ฅ"
[X Link](https://x.com/anyuser/status/1927137760663498912) 2025-05-26T23:00Z [----] followers, [----] engagements
"Right now I have three names I am extremely bullish on that make up nearly 50% of the stocks I hold: 1) $ROOT isn't relying on just one channel of growth. Through embedded partnerships they're getting in front of customers at the point of need seamlessly integrating into platforms where insurance feels like a natural add-on. At the same time their independent agent partnerships through the $ROOT Agent Platform are creating a scalable distribution network one that gets stronger with every new connection. Each embedded partner adds reach each agent adds trust and volume and together they create"
[X Link](https://x.com/anyuser/status/1972459848446222485) 2025-09-29T00:34Z [----] followers, 14.7K engagements
"Revenue: $ROOT: $1.37B โ
$LMND: $600.7Mil ๐คจ $PGR: $82.4B โ
Market Cap: $ROOT: $1.4B ๐คจ $LMND: $3.9B ๐ค $PGR: $144.5B โ
Price-To-Sales: $ROOT: 0.96x โ
$LMND: 6.57x ๐คจ $PGR: 1.75x โ
Est Growth CAGR (3 yrs): $ROOT: 25-50% โ
$LMND: 29-42.1% โ
$PGR: 4.9% ๐คจ What is growth if you keep none of what you make Operating / Profit Margin: $ROOT: +8.83% / +5.98% โ
$LMND: -32.65% / -33.96% ๐ $PGR: +16.28% / +12.66% โ
$PGR has crushed it for the last [--] years ๐ $LMND may crush it for the next [--] years - if it achieves its profitability goals in late [----] or [----] ๐ $ROOT is crushing it now and the next"
[X Link](https://x.com/anyuser/status/1974624323832082907) 2025-10-04T23:55Z [----] followers, 48.2K engagements
"$ROOT "no signs of an earnings beat" ๐ - Partner $CVNA Record-breaking sales - Partner Hyundai/Kia Record-breaking sales - $ALLY Record-breaking auto loans on 4mil applications - $ROOT Partnered with TurboRaters and QuoteRush - $ROOT sponsored on Kelly Blue Book/AutoTrader websites (millions of views each week) - No Catastrophic weather in the US in the 3rd Quarter - Significant increase in web traffic according to Ahrefs traffic tracking website - Washington State expansion - Experian Data showing $ROOT was cheapest option in [--] States (high probability of conversions)"
[X Link](https://x.com/anyuser/status/1985375024065454233) 2025-11-03T15:54Z [----] followers, [----] engagements
"Worried about $ROOT dropping today after such positive news yesterday Don't be - it's systemic and affecting the broader insurance sector down just over 2.3% as of this post. Many other notable names like $PGR $ALL and $LMND are all down pretty big as well. If you were late to add $ROOT this might be a buying opportunity you needed to get in Not financial advice. https://twitter.com/i/web/status/2011179346665546215 https://twitter.com/i/web/status/2011179346665546215"
[X Link](https://x.com/KabraxFX/status/2011179346665546215) 2026-01-13T20:51Z [----] followers, [----] engagements
"Multiple posts concerned that Hyundai's Secure+ insurance offering is not with $ROOT but this is exactly what CEO Alex Timm described in his recent fireside chat. While the filing is for Hyundai Motor not Hyundai Capital it does not mean that the integrated product does not include $ROOT as the underlying insurance and data platform. Th distinction between the two entities matter because Hyundai Motor owns the customer interface (vehicle software infotainment Hyundai app and brand) while Hyundai Capital operates as a financing and services arm. An embedded insurance product like Secure+ would"
[X Link](https://x.com/KabraxFX/status/2017291797345816709) 2026-01-30T17:40Z [----] followers, [----] engagements
"Sren Petsch Senior Director of Procurement at $ROOT was featured in Issue #68 of @CPOstrategy to discuss $ROOT's "game-changing procurement transformation" ๐ In just one example by leveraging AI agents and orchestration Sren was able to quickly cut costs for a key software vendor by 75%. His AI-driven approach targets the administrative "noise" that consumes 95% of most procurement teams' time automating routine workflows so $ROOT's stakeholders can focus more on strategic decision making. Underneath this greatly improves $ROOT's operating leverage turning operational improvements directly"
[X Link](https://x.com/KabraxFX/status/2017681774265221195) 2026-01-31T19:29Z [----] followers, [----] engagements
"Did you catch $ROOT's Sren Petsch featured spot in Issue #68 of @CPOstrategy over the weekend ๐ Sren Petsch Senior Director of Procurement at $ROOT was featured in Issue #68 of @CPOstrategy to discuss $ROOT's "game-changing procurement transformation" ๐ In just one example by leveraging AI agents and orchestration Sren was able to quickly cut costs for a key https://t.co/COxkP2UPSk Sren Petsch Senior Director of Procurement at $ROOT was featured in Issue #68 of @CPOstrategy to discuss $ROOT's "game-changing procurement transformation" ๐ In just one example by leveraging AI agents and"
[X Link](https://x.com/KabraxFX/status/2018349004199985661) 2026-02-02T15:41Z [----] followers, [----] engagements
"@SubuTrade So this is showing us the bottom Each of those omens are relatively close to the bottoms lol"
[X Link](https://x.com/KabraxFX/status/2022070548050915722) 2026-02-12T22:09Z [----] followers, [----] engagements
"@davey_juice Why is $CRDO the best play in the entire market. Make me proud of you while drunk"
[X Link](https://x.com/KabraxFX/status/2022119303802486840) 2026-02-13T01:23Z [----] followers, [---] engagements
"You're comparing two different things. Total Loss Ratio is not Net Combined Ratio. You can think of total loss ratio as the gross margin while net combined ratio is similar to net income (but not exactly). The thing is $LMND doesn't actually show their NCR and likely has never dropped below 100% though I don't have the exact figure. At least according to AlphaQuary that uses a non standard calculation it shows $LMND at 165% Combined Ratio versus $ROOT at 108% (where as you pointed out $ROOT's in the period is actually 102.1% so it is close but not exact)."
[X Link](https://x.com/KabraxFX/status/2022323991923523940) 2026-02-13T14:56Z [----] followers, [---] engagements
"@CernunnosCap @RootInsurance Nice you go through the full test drive yet"
[X Link](https://x.com/KabraxFX/status/2022396615647260830) 2026-02-13T19:45Z [----] followers, [--] engagements
"@usamazafar88 @fernet365 @Investinc_Intel Nope not selling $CAVA either. ๐"
[X Link](https://x.com/KabraxFX/status/2022488086912074099) 2026-02-14T01:48Z [----] followers, [--] engagements
"Perspective: Tens of millions of people have no idea what's happening in the stock market each day - they likely don't even look - yet these same people are the ones that continue to passively invest in their 401ks every week regardless of price. We live in an "ownership society" where the system is literally designed for its citizens to accumulate assets for their future success and pullbacks become opportunities to be captured by the masses. A massive portion of market demand is automatic and price-insensitive. It is not driven by traders narratives or timing but by the deposits of millions"
[X Link](https://x.com/KabraxFX/status/2022508162054795642) 2026-02-14T03:08Z [----] followers, [---] engagements
"Hitting $100k on my Robinhood account in the overnight market for first time ๐"
[X Link](https://x.com/KabraxFX/status/1855779413176009042) 2024-11-11T01:07Z [----] followers, [----] engagements
"$HIMS $35 might come rushing fast"
[X Link](https://x.com/anyuser/status/1856156476596707757) 2024-11-12T02:06Z [----] followers, [----] engagements
"$HIMS complimenting their weight loss drugs with meal supplements at $110/mo. This will be an easy hit as a cross-sell and further customer retention. This won't stay below $30 long. ๐ $SPY"
[X Link](https://x.com/anyuser/status/1859657229114409438) 2024-11-21T17:56Z [----] followers, [----] engagements
"@thearnabsarkar @CriminalTube You never shoot them in the leg to avoid hitting the femoral arteries which would kill them in minutes. Police are trained to shoot center mass to "stop" the target and not necessarily kill"
[X Link](https://x.com/KabraxFX/status/1865759550957388177) 2024-12-08T14:05Z [----] followers, [----] engagements
"@ScorpionFund You guys are the fraud"
[X Link](https://x.com/KabraxFX/status/1877723020459954578) 2025-01-10T14:23Z [----] followers, [----] engagements
"$TMDX Scorpion Capital's report is the fraud filled with big bold text and highlighting to spook people. Looks like a good buying opportunity for those that missed $58 before"
[X Link](https://x.com/KabraxFX/status/1877738182923489582) 2025-01-10T15:24Z [----] followers, [----] engagements
"$TMDX Bought the dip. Now holding [---] ๐"
[X Link](https://x.com/anyuser/status/1879247207171592194) 2025-01-14T19:20Z [----] followers, [----] engagements
"$TMDX Am I fighting back too hard poor babies Get fucked lmao"
[X Link](https://x.com/anyuser/status/1879619277944414423) 2025-01-15T19:58Z [----] followers, 16.1K engagements
"$TMDX Added [--] more now with [---] shares"
[X Link](https://x.com/anyuser/status/1879988797993283725) 2025-01-16T20:27Z [----] followers, [----] engagements
"$TMDX The next major move is up. See the super technical chart analysis in green ๐"
[X Link](https://x.com/anyuser/status/1880289042623009067) 2025-01-17T16:20Z [----] followers, [----] engagements
"$TMDX Incredible job by the Transmedics team saving two lives in one flight These guys work around the clock to save hundreds of lives each month We expect to see a record quarter by this profitable & growing company as flight & organ data continue to trend consistently higher"
[X Link](https://x.com/anyuser/status/1887672865849499962) 2025-02-07T01:20Z [----] followers, [----] engagements
"My Robinhood account is firing on all cylinders. Special thanks to $HIMS $ROOT $SOFI and $DASH. These precious gems still have so much more room to go. ๐ป"
[X Link](https://x.com/anyuser/status/1890056922327605379) 2025-02-13T15:14Z [----] followers, [----] engagements
"$TMDX is going to be an easy winner along with my other gems like $HIMS and $ROOT. Their technology is a game changer for saving people's lives the only device to do Hearts Lungs and Livers with Kidneys still on the way. ๐"
[X Link](https://x.com/anyuser/status/1890065390249894213) 2025-02-13T15:47Z [----] followers, 14.6K engagements
"Patient saved with the assist of a liver by $TMDX Organ Care System (OCS) says Masaki Tsukashita Surgical Director for Cardiac Transplantation and Mechanical Circulatory Support at Allegheny General Hospital. Another job well done๐ฅ"
[X Link](https://x.com/anyuser/status/1891229463247048832) 2025-02-16T20:53Z [----] followers, [----] engagements
"$TMDX is hitting new milestones in Europe with their incredible device the Organ Care System (OCS) ๐ Inselspital also named the University Hospital of Bern a hospital in Switzerland broke their record for keeping a heart outside of the body for over [--] hours with the OCS calls the device an "absolute game changer for Swiss transplant medicine." Looks like they will continue to be a proud user of this incredible life saving technology and I assume we may see other Swiss hospitals adopting these devices๐ฅ Link to the article in comments"
[X Link](https://x.com/anyuser/status/1892002179822805284) 2025-02-19T00:04Z [----] followers, 31.7K engagements
"$200k milestone on my Robinhood account achieved. ๐"
[X Link](https://x.com/anyuser/status/1892254348207329729) 2025-02-19T16:46Z [----] followers, 210.5K engagements
"@ethanrph @Mike_Pence @FoxNews You can't be wrong for not ending conflict defending your own land. Sir I'm going to come live in your yard and tell you how unreasonable you are for trying to get me off it"
[X Link](https://x.com/KabraxFX/status/1892316121727906081) 2025-02-19T20:51Z [----] followers, [----] engagements
"๐จBREAKING: $TMDX TRANSMEDICS ACQUIRES ANOTHER PLANE EXPANDING THEIR TOTAL NOW TO TWENTY-ONE (21) CLEAR INDICATION THAT DEMAND IS EVER PRESENT AND NEEDING TO BE MET IN THIS GROWING MARKET. SEE YOU NEXT WEEK AT EARNINGS SHORTS๐ฅ๐ฅ๐ฅ"
[X Link](https://x.com/anyuser/status/1893045718241419446) 2025-02-21T21:10Z [----] followers, 28.2K engagements
"As a reminder it can also disappear just like that ๐ซฐ. My two biggest winners decided to finally also give back after incredible moves. Nonetheless I hold through the volatility as I believe these companies will continue to have outperformance long into the future ๐ซ $200k milestone on my Robinhood account achieved. ๐ https://t.co/XfkjRMNlg2 $200k milestone on my Robinhood account achieved. ๐ https://t.co/XfkjRMNlg2"
[X Link](https://x.com/anyuser/status/1893052540448842026) 2025-02-21T21:37Z [----] followers, 17.3K engagements
"I picked up [--] more shares of $HIMS first purchase since October now [----] shares"
[X Link](https://x.com/anyuser/status/1894151794437361984) 2025-02-24T22:25Z [----] followers, [----] engagements
"$TMDX "Zero of Twenty One claims were found to be true" says Waleed Hassanein after discussing independent review of their company by Kirkland & Ellis. ๐ฅ"
[X Link](https://x.com/anyuser/status/1896605639910298011) 2025-03-03T16:56Z [----] followers, [----] engagements
"@MikeJones8912 @EdKrassen What We started this they are the ones responding not other way around. It's not okay he's even saying that"
[X Link](https://x.com/anyuser/status/1896964552614678783) 2025-03-04T16:42Z [----] followers, [----] engagements
"While I don't post often about $HIMS it continues to be my #1 position & my highest conviction play. The story for me was never about a single product line but rather the entirety of what they have to offer that changes the lives of millions of people with chronic illnesses. ๐ฒ"
[X Link](https://x.com/anyuser/status/1897705949621870926) 2025-03-06T17:48Z [----] followers, [----] engagements
"$HIMS is probably the best opportunity on the market before the recovery. Those that sold in the $60-70s are likely going to buy back here in the $30s at double the quantity of shares. ๐"
[X Link](https://x.com/anyuser/status/1898023818884792402) 2025-03-07T14:51Z [----] followers, [----] engagements
"@Truthacabra33 @jubileemedia These kids are missing half their arguments. Social Security could never run out it is 100% a policy choice if it does. These kids have been misled into thinking they won't have a retirement"
[X Link](https://x.com/KabraxFX/status/1899167875396686161) 2025-03-10T18:38Z [----] followers, [----] engagements
"$HIMS "10-15K NEW PATIENTS A DAY" That's between [---] million and [---] million new customers a year at the current rate $MDY ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN"
[X Link](https://x.com/anyuser/status/1905411389994533183) 2025-03-28T00:07Z [----] followers, [----] engagements
"$HIMS CEO @AndrewDudum mentions expansion into a few categories down the line that I don't see on their existing infographic: Pain Management Hormonal Balance Longevity and Cardiovascular disease ๐ "What you will see from us in the next ten years is more innovation on behalf of the consumer. You will see broader selections of categories new categories." ๐คฏ ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN"
[X Link](https://x.com/anyuser/status/1905420988088811682) 2025-03-28T00:45Z [----] followers, 17K engagements
"$HIMS CEO @AndrewDudum also states that Testosterone just launched on the sexual health side of things ๐ฅ๐ฅ๐ฅ ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN"
[X Link](https://x.com/anyuser/status/1905422990768308598) 2025-03-28T00:53Z [----] followers, [----] engagements
"In my opinion the partnership between $HIMS and $LLY will likely resolve any concerns about legal challenges or future lawsuits. ๐ฅ"
[X Link](https://x.com/anyuser/status/1907122713577279753) 2025-04-01T17:27Z [----] followers, [----] engagements
"@DemsInDecline @RpsAgainstTrump He looks her dead in the eyes then turns away with no handshake"
[X Link](https://x.com/KabraxFX/status/1911408561210470461) 2025-04-13T13:18Z [----] followers, [----] engagements
"@gv49ers @InternetH0F This dude usually pays them a full days wage at the end"
[X Link](https://x.com/KabraxFX/status/1913007533708787913) 2025-04-17T23:11Z [----] followers, [----] engagements
"$HIMS in my opinion continues to be the single best opportunity on the stock market. No other company is disrupting the healthcare industry like they are taking the market by storm and still with over [--] verticals to release (and other verticals not yet named) ๐ $MDY"
[X Link](https://x.com/anyuser/status/1914310820584210720) 2025-04-21T13:30Z [----] followers, [----] engagements
"Going all in on $BLIAQ going to be rich /s Now that we're thriving we're ready to pitch a collab with @Xbox. Please DM us for all the exciting details. https://t.co/jQJlWWOYFL Now that we're thriving we're ready to pitch a collab with @Xbox. Please DM us for all the exciting details. https://t.co/jQJlWWOYFL"
[X Link](https://x.com/KabraxFX/status/1915725149732823346) 2025-04-25T11:10Z [----] followers, [----] engagements
"@LWWright34 @RpsAgainstTrump Shut the fuck up"
[X Link](https://x.com/KabraxFX/status/1916121136632598944) 2025-04-26T13:24Z [----] followers, [----] engagements
"@Nietschecapital I've never once listened to an analyst. No point"
[X Link](https://x.com/KabraxFX/status/1917198995237294590) 2025-04-29T12:47Z [----] followers, [----] engagements
"Koreans are loading $HIMS. There is great international attention on this name investors are loading up worldwide. ๐ $HIMS NOW AT #48 ON SOUTH KOREA'S TOP [--] STOCKS - data over the last month (Apr [--] - May 27) - nearly $80 million inflow https://t.co/0qvBHAmwA3 $HIMS NOW AT #48 ON SOUTH KOREA'S TOP [--] STOCKS - data over the last month (Apr [--] - May 27) - nearly $80 million inflow https://t.co/0qvBHAmwA3"
[X Link](https://x.com/KabraxFX/status/1927495885195489432) 2025-05-27T22:43Z [----] followers, [----] engagements
"Why waste time on $OSCR when $HIMS is one of the best opportunities out there Every dollar you'd put into $OSCR is better off in $HIMS. Why underperform with a stock that needs miles of revenue for inches of profit The choice is clear. ๐"
[X Link](https://x.com/anyuser/status/1929540506402664853) 2025-06-02T14:08Z [----] followers, 13.6K engagements
"$TMDX is saving hundreds of lives every single month ๐ฅ Each flight is a mission and these guys work tirelessly 24/7/365 to make sure these critical organs get to recipients that will change their lives. ๐ผ $TMDX - May was the second best month for internal flights after Incredible April Off to flying start in June. Q2 is now 17% up over Q1. Waleed will be live tomorrow at William Blair 45th Annual Growth Stock Conference at [--] p.m. EST. https://t.co/kbwHvD0GUV $TMDX - May was the second best month for internal flights after Incredible April Off to flying start in June. Q2 is now 17% up over"
[X Link](https://x.com/KabraxFX/status/1929567831521370329) 2025-06-02T15:56Z [----] followers, [----] engagements
"$TMDX Reposting a video from LinkedIn of a live pumping heart being transported in a $TMDX OCS system via plane. โโค๐ฅ๐ผ Link to original LinkedIn post in the replies"
[X Link](https://x.com/anyuser/status/1929596648394506573) 2025-06-02T17:51Z [----] followers, 92.4K engagements
"$TMDX will become "the $UBER of organ transplant" ๐ฅ $TMDX 45th Annual Growth Stock Conference is starting: https://t.co/0vf4QdIM9Z $TMDX 45th Annual Growth Stock Conference is starting: https://t.co/0vf4QdIM9Z"
[X Link](https://x.com/anyuser/status/1930013291587481752) 2025-06-03T21:26Z [----] followers, [----] engagements
"$TMDX How they plan to be "the $UBER of organ transplant" Fully transparent logistics network through their NOP connect. Able to see the organ every single step of the way. ๐ $TMDX will become "the $UBER of organ transplant" ๐ฅ $TMDX will become "the $UBER of organ transplant" ๐ฅ"
[X Link](https://x.com/anyuser/status/1930014458304442694) 2025-06-03T21:31Z [----] followers, [----] engagements
"$TMDX once again played one of the most impressive presentations I've seen by showing off their whole NOP Command Center operations and logistics network. ๐ฅ Incredible stuff These guys saving lives every single day. ๐"
[X Link](https://x.com/anyuser/status/1930029952042446987) 2025-06-03T22:32Z [----] followers, 13.8K engagements
"$TMDX has a growing Discord community that would love to have more members We have discussions about where $TMDX is headed news flight data organ data have transcript and presentation logs and a video repository. Our Discord is completely free. Discord link in comments"
[X Link](https://x.com/anyuser/status/1930989110984065090) 2025-06-06T14:04Z [----] followers, 15.8K engagements
"Reached [----] followers ๐ฅณ Thank you everyone who has followed me. I hope my coverage of some of the more obscure stocks names such as $CAVA $ROOT $BYRN $DASH $CRDO and some more popular ones like $HIMS and $TMDX has been beneficial to your success ๐ฅฐ"
[X Link](https://x.com/anyuser/status/1933151270573085089) 2025-06-12T13:15Z [----] followers, [----] engagements
"$TMDX saving lives 24/7/365 ๐ฅ"
[X Link](https://x.com/anyuser/status/1933879372634837457) 2025-06-14T13:29Z [----] followers, [----] engagements
"Added back [--] shares of $TMDX finally now have [---] total. Had sold some off in early April"
[X Link](https://x.com/anyuser/status/1935334297461997598) 2025-06-18T13:50Z [----] followers, [----] engagements
"$TMDX does what the job demands to save every life they can. This is important work that is the most incredible thing they do but the second most incredible thing is that they're a profitable company scaling a national transplant ecosystem similar to that of $UBER. ๐ฎ"
[X Link](https://x.com/anyuser/status/1936805131691143204) 2025-06-22T15:15Z [----] followers, [----] engagements
"@RahulSetty_ How can it be an illegal sham now while it wasn't an illegal sham while under shortage They didn't change the Semaglutide it is the same compound as it was before. If it was fine before shortage ended its fine now. $HIMS"
[X Link](https://x.com/anyuser/status/1937173005576393213) 2025-06-23T15:36Z [----] followers, [----] engagements
"Yes the personalized doses are according to $HIMS legal team allowed under law. That may be why there has been no lawsuits yet and why $NVO did not file one in tandem with their press release. Andrew made no claims that they would end personalized dosages if $NVO thought that it was their mistake. $NVO probably tried to use the partnership to pressure $HIMS into ending their distribution of the personalized versions and Andrew probably told them to go kick rocks. I stand behind $HIMS fully even now - this IS the thesis disrupting Big Pharma and their profiteering"
[X Link](https://x.com/anyuser/status/1937191278611153344) 2025-06-23T16:49Z [----] followers, [----] engagements
"Here are my thoughts on $HIMS ๐ 1) Original shareholders prior to any such knowledge of the original partnership were always here because of the disruption $HIMS was causing to the Big Pharma industry through compounding. Our fight was always against Big Pharma not to join them. This IS the thesis. 2) The Semaglutide provided by $HIMS has been the same before the shortage ended in February. If it was safe then it is safe now - the suppliers did not change. 3) As part of 503b Pharmacy compounding standards quality and verification of the APIs used are vetted at nearly every step of the"
[X Link](https://x.com/anyuser/status/1937242474872987803) 2025-06-23T20:12Z [----] followers, 54.4K engagements
"I'm not sure $NVO will sue $HIMS. When the shortage ended $NVO could have sued then. When $NVO issued today's statement they could have filed suit in tandem. If $NVO sues & loses it sets a precedence for ALL compounding to be legal under personalized dosing"
[X Link](https://x.com/anyuser/status/1937285743900282890) 2025-06-23T23:04Z [----] followers, 25.8K engagements
"What makes it difficult for $NVO to pursue legal action against $HIMS ๐ 1) The prescriptions aren't coming from $HIMS itself they come from dozens of independent physicians who are responsible for evaluating patients & issuing prescriptions. These doctors acting under their own clinical judgment (and at the risk of their medical licenses) are prescribing personalized doses. That makes it extremely difficult to argue that $HIMS is directing or controlling prescribing decisions in a way that clearly breaks the law. 2) On top of that $HIMS doesn't manufacture or distribute the medications. They"
[X Link](https://x.com/anyuser/status/1937291861049377217) 2025-06-23T23:29Z [----] followers, 17.8K engagements
"$NVO is "losing a tremendous amount of market share" according to @AndrewDudum of $HIMS ๐ฎ $HIMS must be eating their market share ๐ Hims & Hers Health wont back down from selling cheap weight-loss shots its CEO said after Novo Nordisk abruptly ended its distribution partnership https://t.co/iQ5XiXaNc0 Hims & Hers Health wont back down from selling cheap weight-loss shots its CEO said after Novo Nordisk abruptly ended its distribution partnership https://t.co/iQ5XiXaNc0"
[X Link](https://x.com/anyuser/status/1937639980601581761) 2025-06-24T22:32Z [----] followers, [----] engagements
"$TMDX has one of the most noble missions on the market - saving every life they can giving families more time with loved ones. While it requires a tragic loss of life to make this happen a renewed life is given to someone else who can help carry on their spirit and memory. ๐"
[X Link](https://x.com/anyuser/status/1940178562063245359) 2025-07-01T22:39Z [----] followers, [----] engagements
"๐จ $TMDX COMPLETES ITS FIRST MIDDLE EAST LUNG TRANSPLANT IN RIYADH ๐ฅ"
[X Link](https://x.com/anyuser/status/1943689212139548750) 2025-07-11T15:09Z [----] followers, 15.6K engagements
"$TMDX is likely only dipping in sympathy to $XVIVO tanking. This might be presenting a great buying opportunity for those who want an amazing company that has been saving thousands of lives each year and growing"
[X Link](https://x.com/anyuser/status/1943698415193346364) 2025-07-11T15:46Z [----] followers, 24.4K engagements
"What does pushing boundaries look like ๐ช The $TMDX team is defying the odds with their Organ Care System bringing more hearts to more patients saving lives with every transplant mission ๐ฅ"
[X Link](https://x.com/anyuser/status/1944373890777481320) 2025-07-13T12:30Z [----] followers, 12.1K engagements
"Just a reminder $TMDX is the only FDA approved device to transport Heart Lungs and Livers via plane in the United States. The moat is incredibly deep. ๐๐ $TMDX Reposting a video from LinkedIn of a live pumping heart being transported in a $TMDX OCS system via plane. โโค๐ฅ๐ผ Link to original LinkedIn post in the replies. https://t.co/98xmUuRn6f $TMDX Reposting a video from LinkedIn of a live pumping heart being transported in a $TMDX OCS system via plane. โโค๐ฅ๐ผ Link to original LinkedIn post in the replies. https://t.co/98xmUuRn6f"
[X Link](https://x.com/KabraxFX/status/1947304708714172738) 2025-07-21T14:36Z [----] followers, [----] engagements
"Maybe listen to me when I tell you things. A lot of people wouldn't be getting brutalized on $OSCR. I told you they will miss earnings. Why Because the stock is cyclical the first quarter is always the best. This is because deductibles were reset for the year and weren't met yet. Now they are now $OSCR has to pay out more policy benefits causing a loss in the period and a higher MLR. Expect further losses through the year if you stay with $OSCR. Told you before and telling you again now"
[X Link](https://x.com/anyuser/status/1947644112724721686) 2025-07-22T13:05Z [----] followers, 13.7K engagements
"$TMDX had a blowout earnings today posting $0.92 EPS vs est. of $0.43 a beat of 114% ๐ฅ Just discovering $TMDX today Part of their success has been their NOP Command Center a State-of-the-Art organ logistics and coordination hub. ๐ See how it all works ๐"
[X Link](https://x.com/anyuser/status/1950717829730427108) 2025-07-31T00:39Z [----] followers, [----] engagements
"Decided to cut the majority of my $HIMS holdings during the earnings calls only holding [---] shares left. It's been a fantastic run I'll likely buy back lower but I didn't like what I was hearing. Buzzwords talks of headwinds and the ability to hit FY [----] guide is questionable"
[X Link](https://x.com/anyuser/status/1952494895966630128) 2025-08-04T22:20Z [----] followers, 62.9K engagements
"$ROOT aims to be in all [--] states. Of the remaining pending NY MI WA & NC alone represent 50mil people some of the biggest opportunities for $ROOT once approval is secured. ๐ฒ As each state comes online $ROOT can IMMEDIATELY extend coverage to partners operating there rapidly expanding access to their platform. ๐ Traditionally carriers entering new states had to ramp up agent appointments and pour money into marketing. With $ROOT's embedded partners like $CVNA Hyundai and Toyota customers get instant visibility the moment $ROOT is live. Talk about being efficient AF. ๐ $ROOT operates in 37"
[X Link](https://x.com/anyuser/status/1959341964358513080) 2025-08-23T19:48Z [----] followers, [----] engagements
"๐ฅณ [----] followers ๐ฅณ Thank you to everyone who has followed me this far I truly appreciate your support & I hope my posts have helped you spot new opportunities in the market that may have gone unnoticed otherwise I try my best to share information as I learn about it and to give you my honest opinion about them. My focus has been to find disruptive businesses that are scaling profitably changing the way people or industries operate and still flying below the radar. Special thanks to: @NiqolusTrades for expanding my knowledge of Technical Analysis immensely @longoption @Mindset4Money_X &"
[X Link](https://x.com/anyuser/status/1963714228428390495) 2025-09-04T21:22Z [----] followers, [----] engagements
"$ROOT for sure at 1.4B market cap completely profitable increasing revenue net income and free cash flow. Wants to become "the most profitable personal lines P&C insurer in the nation." Has partnerships with $CVNA Hyundai and Toyota as major auto companies but a lot more going on than that. https://twitter.com/i/web/status/1964792257934205269 https://twitter.com/i/web/status/1964792257934205269"
[X Link](https://x.com/anyuser/status/1964792257934205269) 2025-09-07T20:45Z [----] followers, 25.2K engagements
"๐จ BREAKING: $ROOT IS NOW AVAILABLE IN WASHINGTON STATE Nearly [--] million more people now have access to affordable insurance based on safe driving habits Welcome Washington State to $ROOT Insurance ๐ฅณ Head to their site to do a "Test Drive" to see how much you can save ๐ $ROOT aims to be in all [--] states. Of the remaining pending NY MI WA & NC alone represent 50mil people some of the biggest opportunities for $ROOT once approval is secured. ๐ฒ As each state comes online $ROOT can IMMEDIATELY extend coverage to partners operating there https://t.co/cA4Xozh6j1 $ROOT aims to be in all 50"
[X Link](https://x.com/anyuser/status/1967250145457946839) 2025-09-14T15:32Z [----] followers, 18.1K engagements
"Today I officially closed out my remaining [---] $HIMS shares and have rolled the entirety of all of those profits into $ROOT now at [----] shares at $95.63 average or $98.5k invested in this single name. In the last year I've made $68356.33 or 219.14% on $HIMS just over 3x. Now I intend to do it again but this time with $ROOT what I consider is one of the most undervalued plays on the market. $ROOT is an AI based insurtech platform disrupting the auto insurance industry that uses its data science and machine learning to better price auto insurance policies by basing your rate on your safe"
[X Link](https://x.com/anyuser/status/1969070333425746051) 2025-09-19T16:05Z [----] followers, 41K engagements
"@DividendDude_X $ROOT INSURANCE AT 26% OF MY STOCKS HOLDINGS A COMPANY USING AI AND TELEMATICS TO PRICE AUTO INSURANCE POLICIES. IT HAS BEEN PROFITABLE FOR FOUR STRAIGHT QUARTERS AND GROWING REVENUES CONSECUTIVELY AT ONLY 1.5B MC AND [---] PS THE CHARTS ARE BEAUTIFUL AREN'T DAY"
[X Link](https://x.com/anyuser/status/1969507185366614329) 2025-09-20T21:01Z [----] followers, [----] engagements
"Today $TMDX partnered with Mercedes-Benz to provide organ transportation across Italy via $TMDX's state-of-the-art system the Organ Care System. These organs will be transported in Mercedes-Benz V-Class vehicles as shown in the post and real images attached below (instead of that AI generated image being spread around). $TMDX PARTNERS WITH MERCEDES-BENZ TO LAUNCH ORGAN TRANSPORT NETWORK IN ITALY The collaboration is the first step in building TransMedics European National OCS Program -- starting with ground infrastructure across four major transplant hubs. https://t.co/NnWgyIDv4i $TMDX"
[X Link](https://x.com/anyuser/status/1970239828643205549) 2025-09-22T21:32Z [----] followers, 20.7K engagements
"It's been my third largest holding. I've had it longer than ROOT. I actually run the discord community for $TMDX as well with [---] members on it if you want to check that one out I can invite :) $TMDX is nearly a monopoly on the organ transplantation scene with the only FDA approved device to transport Lungs Hearts and Livers all in a single device and BY PLANE (no one else is able to carry all these organs by plane let alone a device that does all three in one) and advancing preservation time of the organs from 4-6hrs to 12-24hours with their device. And while its only doing three organs"
[X Link](https://x.com/anyuser/status/1974593489137778840) 2025-10-04T21:52Z [----] followers, 12.6K engagements
"๐จBREAKING: $TMDX COMPLETES THE ACQUISITION OF ITS 22nd PLANE ๐ฅ"
[X Link](https://x.com/anyuser/status/1975369988648345753) 2025-10-07T01:18Z [----] followers, [----] engagements
"4000 followers Thanks everyone for joining this ride $ROOT is my number one pick for a [----] comeback. At 35% growth on $1.365b revenue and a simple re-rate back to a [---] PS in one year's time we should like be about $320-350 ๐ค $ROOT is at $80 today ๐"
[X Link](https://x.com/anyuser/status/1976320827663712635) 2025-10-09T16:16Z [----] followers, [----] engagements
"If $ROOT can achieve 35% YoY growth on current revenue of $1.365B that puts them at $1.843B revenue in one year. If given a [---] P/S that becomes $5.528B and divide that by total shares outstanding of [-----] Mil that puts $ROOT at a share price of $358 in one year's time. ๐"
[X Link](https://x.com/anyuser/status/1976334312284041517) 2025-10-09T17:09Z [----] followers, [----] engagements
"$ROOT is one of the best picks heading towards and throughout [----] ๐ With a 12.39mil float and steady retail accumulation share availability keeps tightening. ๐"
[X Link](https://x.com/anyuser/status/1977760456904204719) 2025-10-13T15:36Z [----] followers, [----] engagements
"$ROOT is a compelling investment ๐ - One full year of profitability - Consistent revenue growth Q/Q Y/Y - Founder-led - Best-in-class loss ratio improvement driven by quant CTO through AI data science & machine learning - Expanding Partnerships & Independent Agents channels"
[X Link](https://x.com/anyuser/status/1978107078217490934) 2025-10-14T14:34Z [----] followers, [----] engagements
"๐จ NEW - Watch $ROOT CEO Alex Timm on "The Future of Insurance Podcast" discuss $ROOT's technology advantage. Alex talks about how their API stack allows quick integration into their partner's systems $ROOT's past and where they are heading ๐ https://www.youtube.com/watchv=tMz22e1z7W8 https://www.youtube.com/watchv=tMz22e1z7W8"
[X Link](https://x.com/anyuser/status/1980764611097100296) 2025-10-21T22:34Z [----] followers, 27.2K engagements
"Over [-----] organs get wasted each year. $TMDX with the only FDA approved device to transport Hearts Lungs & Livers in a single device is changing that. $TMDX will be adding Kidneys and also expanding heart to also include DCD deaths where only DBD was available before. $TMDX is not just taking share in the organ transplant market; it's fundamentally expanding the Total Addressable Market by increasing the number of viable organs available each year through its OCS/NOP ecosystem. $TMDX is not just taking share in the organ transplant market; it's fundamentally expanding the Total Addressable"
[X Link](https://x.com/anyuser/status/1980798745118916949) 2025-10-22T00:49Z [----] followers, 11.4K engagements
"Best upcoming "Tech" companies to own ๐ MarTech $ZETA - Powering next-gen customer engagement with AI-driven marketing solutions. InsurTech $ROOT - Redefining auto insurance with superior AI technology unmatched pricing accuracy and seamless customer experiences. FinTech $UPST - Using AI to make lending faster fairer and more profitable. MedTech $TMDX - Transforming organ transplantation with the Organ Care System cutting-edge preservation technology and a national transporting network. FoodTech $DASH - Building a full ecosystem to be the "everything" of restaurants: ordering payments"
[X Link](https://x.com/anyuser/status/1981807113073832208) 2025-10-24T19:36Z [----] followers, 10.9K engagements
"BREAKING ๐จ: $ROOT just added TurboRater and QuoteRush as two new comparative rater partners According to TurboRater's website TurboRater "serves more than [---] insurance companies & more than [----] agencies." ๐ค QuoteRush is smaller upcoming comp rater but $ROOT is here to provide fast easy and competitive quotes to all independent agencies regardless of the scale of the rater they may use. Both partnerships continue to expand $ROOT's ability to distribute and gain new customers. $ROOT has steadily moved towards becoming a "Agent-first carrier of choice" to accelerate their reach and growth"
[X Link](https://x.com/anyuser/status/1982476455285227734) 2025-10-26T15:56Z [----] followers, [----] engagements
"$ROOT just had rates approved in New Jersey These rates will be effective 6/30/26. Assuming no delays $ROOT will be able to start selling insurance in New Jersey just after June of next year @DAVYinvests $ROOT is coming your way - we were just talking about that ๐"
[X Link](https://x.com/anyuser/status/1982866091555860819) 2025-10-27T17:44Z [----] followers, 12K engagements
"Now that I've gotten to sit down listen to the call and read the shareholder letter here are my thoughts on $ROOT's earnings: * Record Revenue - TTM growth continues ๐ * Record PIF (people were expecting it to be flat) ๐ * Doubling new writings by the partnership channel ๐ * Agents is now "under 10%" up from "under 4%" that's likely at least a 2x in growth in that channel ๐ * New writings from IA 3x'd. ๐ * Gross Loss Ratio still holding strong only up 0.5% ๐ * While new writings from direct were only in single digits ๐ they were still positive ๐ indicating there is still consumers"
[X Link](https://x.com/anyuser/status/1986251633257492864) 2025-11-06T01:57Z [----] followers, 10.6K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@KabraxFX Kab XRoot Inc. ($ROOT) is expanding rapidly, with a growing presence in the auto insurance market through its embedded partnerships, such as with Hyundai, and a widening distribution footprint nationwide. The company's CEO, Alex Timm, has highlighted its technological advantages, including its API stack, which allows for quick integration into partners' systems. Additionally, Root's growth is being compared to other companies, with some analysts expressing bullish sentiments about its potential.
Social category influence stocks 69.23% finance 34.91% cryptocurrencies 33.14% automotive brands 5.33% technology brands 4.14% countries 3.55% social networks 2.37% currencies 0.59% gaming 0.59% products 0.59%
Social topic influence $root #7, $tmdx #60, $hims #131, insurance #255, in the 11.24%, $upst 9.47%, market 7.69%, ceo 5.92%, $roots #2, ai 5.33%
Top accounts mentioned or mentioned by @arne19288930 @henryinvests @cernunnoscap @investincintel @andrewdudum @thestocksking @mindset4moneyx @fernet365 @stonk_wisdom @call_lee_free @florian_0707 @rileye645 @moninvestor @muzzlebuster @rowecapital @rootinsurance @5xcap @cpostrategy @usamazafar88 @rpsagainsttrump
Top assets mentioned The Root Network (ROOT) TransMedics Group, Inc. Common Stock (TMDX) Hims & Hers Health, Inc. (HIMS) Upstart Holdings, Inc. (UPST) Return to Beginnings (ROOTS) Lemonade, Inc. (LMND) Credo Technology Group Holding Ltd (CRDO) Dash (DASH) CAVA Group, Inc. (CAVA) Robinhood Markets, Inc. (HOOD) ZetaChain (ZETA) Progressive Corp (PGR) Carvana Co. (CVNA) Novo-Nordisk (NVO) Alliance Fan Token (ALL) Bull Market (BULL) Uber Technologies, Inc. (UBER) Cheeseball (CB) 4 (FOUR) RAI Finance (SOFI) Oscar Health, Inc. (OSCR) Root, Inc. (ROOT) Chipotle Mexican Grill, Inc. (CMG) Sweetgreen Inc. (SG) American International Group Inc (AIG) TrustVerse (TRV) Alibaba Group (BABA) DoorDash Inc. (DASH) BITMINE IMMERSION TECH (BMNR) Slide Insurance Holdings, Inc. (SLDE) White Mountains Insurance Group Ltd. (WTM)
Top posts by engagements in the last [--] hours
"๐จ $ROOT and Hyundai announce a partnership Big win huge partnership ๐ฅ๐ฅ๐ฅ $LMND $ALL $PGR $CB https://ir.joinroot.com/news-releases/news-release-details/hyundai-capital-america-and-root-inc-announce-partnership-drive/ https://ir.joinroot.com/news-releases/news-release-details/hyundai-capital-america-and-root-inc-announce-partnership-drive/"
X Link 2025-04-02T13:34Z [----] followers, [---] engagements
"$ROOT is disrupting the $300B auto insurance market. They are the largest insurtech in the nation Key insights from CEO Alex Timm from today's Fireside Chat: - New pricing models boosted quote LTV by 20% this year. - Independent Agent channel 3x'd YoY despite still only having 10% national penetration. - Embedded channel is growing 2x YoY with more OEMs and partners under contract - Proprietary tech slashed agent bind times from [--] minutes to [--] minutes. - Rebuilding pricing model at least once annually but could do it daily vs. the [---] year legacy cycle. - Hyundai partnership imagined a"
X Link 2026-01-12T22:56Z [----] followers, [----] engagements
"$CAVA coming in hot with the new Sumac spiced items Sumac Sour Cream + Onion Pita Chips and Sumac Slaw ๐ Unique and delicious flavor profiles you can't get at $CMG or $SG $CAVA makes you crave their food - its so good ๐ฅต"
X Link 2026-01-14T21:18Z [----] followers, [----] engagements
"$CAVA celebrated [--] years yesterday - a great achievement with many more years ahead of it"
X Link 2026-01-22T15:55Z [----] followers, [---] engagements
"@WealthwLars $LMND first insurance company to operate globally You might want to check your facts. $AIG $TRV and about a dozen other companies operate globally. $LMND investors once again trying to mislead people or not doing enough DD on their own"
X Link 2026-01-29T13:54Z [----] followers, [---] engagements
"@JM_Investment0 $FOUR $ZETA and $ROOT are the three I'm $ROOT-ing for ๐"
X Link 2026-01-29T20:17Z [----] followers, [---] engagements
"$ROOT has already been leveraging the rise of autonomous vehicles for years. With arguably the most advanced telematics advantage in the industry it doesn't matter which manufacturer's AV you're in $ROOT can quickly determine which AVs are truly the safest with their technology. Even if accidents become extremely rare because of AV $ROOT can see which algorithms outperform others. Safer AVs get cheaper insurance riskier AVs will pay more. By pricing this way $ROOT even shape consumer buying behavior. People naturally gravitate toward safer cars because they cost less to insure creating a"
X Link 2026-01-29T22:43Z [----] followers, [----] engagements
"This may be it folks The long awaited development of the $ROOT/Hyundai partnership from April last year might just be a white label product similar to what $ROOT did with $CVNA Hyundai across its brands sells nearly [--] million cars in the US a year nearly 4x $CVNA ๐ช๐ฅณ Potentially very bullish news for $ROOT Looks like $ROOT may be white labeling insurance through Hyundai just like they did with Carvana Just a few weeks ago at Needham Root said they are early in their Hyundai partnership. Implying more to come. The following week Hyundai https://t.co/jEpY2RWVQo Potentially very bullish news"
X Link 2026-01-30T00:55Z [----] followers, [----] engagements
"It sounds exactly like how Alex Timm described a possible $ROOT product to be during the recent fireside chat see attached. This could include something like you described it could also include other services in addition to the insurance since that is typically what the "+" has represented historically in product creation. https://twitter.com/i/web/status/2017245833385918610 https://twitter.com/i/web/status/2017245833385918610"
X Link 2026-01-30T14:37Z [----] followers, [---] engagements
"@Arne19288930 Right now $ROOT appears to have exclusivity with Hyundai's finance arm. If you go to Hyundai/Kia/Genesis websites and look for insurance only $ROOT appears no one else"
X Link 2026-01-30T14:40Z [----] followers, [----] engagements
"@Arne19288930 $ROOT has been offered on Hyundai's financing websites since the day of the announcement on April 2nd [----]. This appears to just be one component of the relationship. We do not know if its offered while buying a car but we expect that to come. https://x.com/KabraxFX/status/1907426494181413297 ๐จ $ROOT and Hyundai announce a partnership Big win huge partnership ๐ฅ๐ฅ๐ฅ $LMND $ALL $PGR $CB https://t.co/eXj43Avw5C https://t.co/3RvrrTDNmT https://x.com/KabraxFX/status/1907426494181413297 ๐จ $ROOT and Hyundai announce a partnership Big win huge partnership ๐ฅ๐ฅ๐ฅ $LMND $ALL $PGR $CB"
X Link 2026-01-30T16:18Z [----] followers, [---] engagements
"@Arne19288930 We further found out in December that $ROOT was sending Hyundai customers direct mailers offering $ROOT (see URL path in the attached image)"
X Link 2026-01-30T16:19Z [----] followers, [---] engagements
"@Arne19288930 We then heard CEO Alex Timm of $ROOT talk about the relationship to Hyundai and what we might imagine to be a future product between the companies which likely points to the Hyundai Secure+ program in my original post above since the "+" implies multiple products in this offer"
X Link 2026-01-30T16:20Z [----] followers, [---] engagements
"@jakebrowatzke Pretty big news for $ROOT recently this Hyundai Secure+ offering is likely $ROOT's white label product https://x.com/bjmtweets/status/2017032398811304345 Potentially very bullish news for $ROOT Looks like $ROOT may be white labeling insurance through Hyundai just like they did with Carvana Just a few weeks ago at Needham Root said they are early in their Hyundai partnership. Implying more to come. The following week Hyundai https://t.co/jEpY2RWVQo https://x.com/bjmtweets/status/2017032398811304345 Potentially very bullish news for $ROOT Looks like $ROOT may be white labeling"
X Link 2026-01-30T18:19Z [----] followers, [---] engagements
"@PaperBozz Everyone: "Don't invest in $BULL because of China China China" Also everyone: "Have a large allocation in $BABA $JD $BIDU""
X Link 2026-01-30T20:07Z [----] followers, [---] engagements
"@Mindset4Money_X You know I love the $ROOT add ๐"
X Link 2026-01-30T21:15Z [----] followers, [---] engagements
"@Florian_0707 Absolutely and $ROOT is my largest position. Nothing in my opinion is more undervalued than this name right now. Valuation continues to compress while the underlying business only continues to improve"
X Link 2026-02-01T02:50Z [----] followers, [---] engagements
"Was thinking about $DASH's upcoming earnings and was reviewing expectations - I think $DASH might beat pretty significantly in revenue. Here is my thought process: - Q4 [----] estimates for revenue on $DASH are $3.99B. - Historically Q/Q Q3 to Q4 [----] revenue growth was 6.17% and Q3 to Q4 [----] at 6.42%. - Q3 [----] Q/Q revenue growth was 4.93%. - Recently acquired Deliveroo made 1.047B GBP in H1 [----] which converts to about $1.4B (rounding down from today's conversion to be conservative) in USD this implies roughly a $650750 mil quarterly run-rate for Deliveroo. - Deliveroo's revenue will make"
X Link 2026-02-02T18:55Z [----] followers, [---] engagements
"$CRDO just launched its new Blue Heron retimer targeting the fast-growing AI scale-up networking market. This product is designed to help data centers connect GPUs and switches more efficiently enabling larger more flexible AI clusters - a key bottleneck in AI infrastructure today. $CRDO's Blue Heron is built on advanced 3nm tech is already sampling and is expected to reach production in Q3 [----]. $CRDO estimates the AI scale-up networking market could exceed $40B by [----] positioning $CRDO's new Blue Heron for meaningful long-term growth ๐ Major hyperscaler partners such as $MSFT $AMZN and"
X Link 2026-02-03T17:03Z [----] followers, [----] engagements
"@moninvestor I don't think I'll be returning to $HIMS ever regardless of price"
X Link 2026-02-06T13:03Z [----] followers, [---] engagements
"@j_lameiro35 Definitely a big benefactor of higher capex spending by all these big names Have you checked out $CRDO as well"
X Link 2026-02-06T17:29Z [----] followers, [---] engagements
"@Muzzlebuster I'm on Robinhood primarily unfortunately can't look very far into international names ๐"
X Link 2026-02-06T17:35Z [----] followers, [--] engagements
"$DASH ๐ heard the ads didn't hit this year soooo screen share this to your tv before everyone leaves https://t.co/MVl6Ku2LxH heard the ads didn't hit this year soooo screen share this to your tv before everyone leaves https://t.co/MVl6Ku2LxH"
X Link 2026-02-09T03:19Z [----] followers, [---] engagements
"I wouldn't be surprised to see $HIMS get cut in half again from here"
X Link 2026-02-09T04:38Z [----] followers, [----] engagements
"$DASH At least you can get 50% off in New England Patriot fans ๐ Send this to a New England fan ๐คฃ NEW ENGLAND ONLY: use code BEEF50 to enjoy 50% off eligible orders ONLY ON MONDAY 2/9. Available in select New England cities. Max $10 value. See terms for eligibility. Other exclusions apply. #doordashpartner https://t.co/VXq9FEV4kw Send this to a New England fan ๐คฃ NEW ENGLAND ONLY: use code BEEF50 to enjoy 50% off eligible orders ONLY ON MONDAY 2/9. Available in select New England cities. Max $10 value. See terms for eligibility. Other exclusions apply. #doordashpartner"
X Link 2026-02-09T04:48Z [----] followers, [---] engagements
"@RoweCapital Think what you want but I've considered that. I also made 219% last year on this name. I no longer believe even my previous $18.39 average is a fair value for this company. You don't need to agree and I hope the best for you and that it goes up from here to make you money. GL"
X Link 2026-02-09T06:02Z [----] followers, [---] engagements
"$CRDO just released preliminary earnings results and they absolutely crushed expectations up over 15% in after hours trading Q3 revenue came in at $404mil-$408mil blowing past prior guidance of $335mil-$345mil That is a massive beat and $CRDO management is now guiding for mid-single digit sequential growth and 200%+ YoY growth for the full fiscal year Holy Cow ๐ฎ This is incredible news for the broader AI trade as infrastructure continues scaling massively ๐ฅณ https://twitter.com/i/web/status/2020995279496118623 https://twitter.com/i/web/status/2020995279496118623"
X Link 2026-02-09T22:56Z [----] followers, [----] engagements
"You have to keep in mind that $CRDO is beating this quarter by almost 20% above guide already so the base of Q4 is already much higher. They're estimating they're going to post nearly 426mil more in Q4 which would bring them to about 1.3B in revenue for the FY [----] but that is not to say they don't beat again by another massive amount like this quarter. This is still huge. https://twitter.com/i/web/status/2021012580190519786 https://twitter.com/i/web/status/2021012580190519786"
X Link 2026-02-10T00:05Z [----] followers, [---] engagements
"@growthrapidly $ZETA has become my third biggest holding. Very excited to see where this goes"
X Link 2026-02-10T00:15Z [----] followers, [---] engagements
"@stonk_wisdom $BMNR is another one I still hold my shares but more speculative than the rest"
X Link 2026-02-10T16:55Z [----] followers, [--] engagements
"$LMND reached -40% intraday from its highs today. This comes amidst the company publicly hyping autonomous/FSD insurance on 1/21 followed immediately by CEO Daniel Schreiber selling 5% of his personal stake in the two trading days after. Regardless of its labeled 10b5-1 executives pre-schedule these exits and know the dates of the sales well in advance. Shai controlled the timing of public communications while Dan had pre-scheduled knowledge of his own exit. Both knew the order of events in advance. While we cannot prove the sale was coordinated you cannot deny it is highly suspicious. Who is"
X Link 2026-02-12T22:01Z [----] followers, [----] engagements
"$ROOT is my top stock pick going into [----] and no one is talking about this name. $ROOT is attempting to reshape auto insurance by embedding real-time personalized coverage directly into the vehicle purchasing experience through partners like $CVNA. Instead of customers shopping separately for insurance $ROOT integrates instant underwriting & binding into checkout compressing what is normally a multistep high friction process into a few clicks. They also recently entered into the Independent Agents space appointing over [-----] agents and giving them access to their $ROOT Agent Platform ("RAP")"
X Link 2025-12-08T00:37Z [----] followers, 61K engagements
"@Investinc_Intel I sold out of my $HIMS last year for a large gain I now have a similar play on $ZETA for this year. ๐๐"
X Link 2026-02-13T18:22Z [----] followers, [---] engagements
"@CernunnosCap @RootInsurance Should be the opposite they prefer full coverage a bare minimum customer would be more risky"
X Link 2026-02-13T20:52Z [----] followers, [--] engagements
"@5xCap @Investinc_Intel No I do. The $HIMS thesis broke down so unless something goes wrong with $ZETA's I don't have intention of letting it go"
X Link 2026-02-13T20:53Z [----] followers, [---] engagements
"@HolySmokas Doesn't like you got any insurance in there maybe get some $ROOT"
X Link 2026-02-13T23:26Z [----] followers, [---] engagements
"Top Ten Property & Casualty Insurance Companies by 3-Year Revenue Growth: $ROOT: +95% ๐ $SLDE: +87% $LBRA.TA: +73% $LMND: +43% $WTM: +43% $KNSL: +38% $SKWD: +34% $CINF: +31% $PLMR: +30% $HCI: +23%"
X Link 2026-01-04T01:39Z [----] followers, [----] engagements
"$ROOT is not a stock you trade. You buy hold and buy more. It will leave people behind like it has before. The float is small only 12.49mil. If everyone could only own [---] shares each only [------] people could own a handful yet people think it's a good idea to trade it ๐ Sold $root [-----] Sold $root 74.50"
X Link 2026-01-07T17:33Z [----] followers, [----] engagements
"$ROOT is only just getting started for the new year At yesterday's ICR Conference $ROOT told us "we've already got lots of big partners under contract that we still just haven't launched." Already today we get our first example of that pipeline with the Kikoff partnership embedding $ROOT's insurance experience directly inside a financial app used by millions In the coming weeks or months we may see many more partnerships go live ๐ $ROOT just partnered with Kikoff a credit-building app used by millions. Kikoff works like a low-cost subscription: you pay a small monthly fee and in exchange"
X Link 2026-01-13T20:33Z [----] followers, [----] engagements
"There is a concern that $ROOT's growth will stagnate Policies in Force only grew 2.37% Q/Q and revenue only 1.27% even though that is 27% YoY. One thing we got to keep in mind is $ROOT actively cuts their own "bad driver" policyholders so the good drivers are not having to pay for the bad driver's mistakes so while it may look like $ROOT is not growing it might be because they are making the decision to cut bad policies (we don't actually know how many customers they cut each period). Despite this possibility analysts are typically wrong in their estimates we have been consistently beating"
X Link 2026-01-23T03:17Z [----] followers, [---] engagements
"$CAVA ๐ซก Hope you enjoyed @alikahil Supporting @KabraxFX today https://t.co/hMqtrTgUbs Supporting @KabraxFX today https://t.co/hMqtrTgUbs"
X Link 2026-01-27T18:27Z [----] followers, [---] engagements
"In September $ROOT hired a new CISO Srini Srinivasan. During his time at $CHWY Srini helped "advance AI-driven fraud detection" and now with $ROOT he may be doing the same. In auto insurance fraud is rampant - it makes up anywhere between 10%-25% of claims. By efficiently catching fraud claims $ROOT may be able to further reduce their loss ratios which would directly improve underwriting profitability This further strengthens the $ROOT flywheel by feeding higher-quality data back into their models enabling better customer segmentation of fraud risk better pricing for all customers as fewer"
X Link 2026-01-29T20:05Z [----] followers, [----] engagements
"Unexpectedly good drivers are people you would never find through demographics alone but you can find through behavior. $ROOT identifies these people using telematics data how you brake turn accelerate and use your phone while driving. That creates a massive underwriting edge as better risk selection leads to lower loss ratios. Over time $ROOT compounds by attracting the safest drivers and pricing risk more accurately than incumbents. The edge in their data cannot be understated. ๐ $ROOT recognizes ad spend won't win the race but precision will. Annie Yang Sr. Director of Data Science at"
X Link 2026-02-05T16:18Z [----] followers, [----] engagements
"Meet Nicholas Blanchet $ROOT's newest VP of Engineering Most recently CTO at Flextract working on AI and LLMs to drive their wealth management platform. Formerly CTO & Co-founder of Ohi where he built and led a team of 40+ engineers raised $24mil+ in funding and grew the business to a nearly $9mil run-rate. ๐ Having a former co-founder of a high-growth startup is a big advantage this is someone who's built real businesses and understands the ownership mindset required to scale a company like $ROOT ๐ช https://twitter.com/i/web/status/2019639232617410931"
X Link 2026-02-06T05:08Z [----] followers, [----] engagements
"Did you make the uncomfortable decision and buy this week's dip What names did you load up on"
X Link 2026-02-06T17:00Z [----] followers, [----] engagements
"@themotleyfool $ROOT"
X Link 2026-02-09T01:48Z [----] followers, [---] engagements
"@moninvestor You need $CRDO in there"
X Link 2026-02-10T14:12Z [----] followers, [---] engagements
"RT @Upstart: $UPST Q4 and FY [----] results are inrecord revenue and rising demand across every lending product. Highlights below ๐ https://"
X Link 2026-02-10T21:18Z [----] followers, [--] engagements
"RT @HenryInvests: Upstart $UPST loans on the balance sheet fell 20% QoQ with R&D loans falling 25.7% ๐ฅ #fundingsecured"
X Link 2026-02-10T21:35Z [----] followers, [--] engagements
"RT @HenryInvests: Paul Gu to become Upstart $UPST CEO May 1"
X Link 2026-02-10T21:35Z [----] followers, [--] engagements
"RT @parthpat87: $UPST $150 by mid 2027"
X Link 2026-02-10T21:45Z [----] followers, [--] engagements
"RT @dsteinberg10000: LG ๐๐๐"
X Link 2026-02-10T21:45Z [----] followers, [--] engagements
"RT @HenryInvests: Upstart $UPST launched voice LLMs for when manual verification calls are required - can you say agentic AI ๐"
X Link 2026-02-10T21:57Z [----] followers, [--] engagements
"RT @goddreng10: So like i basically said and argued with all of you $UPST can reduce loans on their BS without making press releases :))"
X Link 2026-02-10T21:58Z [----] followers, [--] engagements
"RT @HenryInvests: Upstart $UPST expects the trend of falling R&D loans on the balance sheet to continue โก"
X Link 2026-02-10T22:05Z [----] followers, [--] engagements
"RT @macro_guru: $UPST just delivered [--] growth in auto + home loan originations. This isnt just personal loans anymore"
X Link 2026-02-10T22:06Z [----] followers, [--] engagements
"RT @earnings_guy: $UPST (Upstart) #earnings are out:"
X Link 2026-02-10T22:08Z [----] followers, [--] engagements
"RT @Mindset4Money_X: $UPST ๐"
X Link 2026-02-10T22:10Z [----] followers, [--] engagements
"RT @HenryInvests: My thoughts on the $UPST balance sheet prior to earnings: They delivered"
X Link 2026-02-10T22:17Z [----] followers, [--] engagements
"RT @CaptTweetz: $UPST New UPSTART CFO Andrea Blankmeyer worked for $SOFI as VP Finance in the past Truly a evolution in the new leadership"
X Link 2026-02-10T22:24Z [----] followers, [--] engagements
"$DASH Q1 [----] quarterly earnings going to be fire and we haven't even seen Q4 2025's yet Q4 release coming at you on 2/18 after hours yall went innnnn for the big game. we saw spikes in: alcapurrias: +119% ๐ฅbuffalo sauce: +550% ๐ง blue cheese: +346% ๐ฅฉ ground beef: +24% ๐ chicken wings +73% yall went innnnn for the big game. we saw spikes in: alcapurrias: +119% ๐ฅbuffalo sauce: +550% ๐ง blue cheese: +346% ๐ฅฉ ground beef: +24% ๐ chicken wings +73%"
X Link 2026-02-10T22:40Z [----] followers, [---] engagements
"$DASH ๐ new england used their 50% off promo to eat their feelings ๐ฅฒ ๐ฅงboston cream pies: +120% ๐ฅ churros: +44% ๐ญcake pops: +30% new england used their 50% off promo to eat their feelings ๐ฅฒ ๐ฅงboston cream pies: +120% ๐ฅ churros: +44% ๐ญcake pops: +30%"
X Link 2026-02-10T22:41Z [----] followers, [---] engagements
"RT @HenryInvests: How hard is it for the market to understand that $UPST new products are dilutive to aggregate contribution margin but acc"
X Link 2026-02-10T22:42Z [----] followers, [--] engagements
"RT @HenryInvests: @davegirouard unreal quarter congratulations and thank you"
X Link 2026-02-10T22:42Z [----] followers, [--] engagements
"RT @bradsferguson: ๐คฉWowie This $UPST news is literally EVERYTHING we were hoping for. #thosewhostay"
X Link 2026-02-10T23:02Z [----] followers, [--] engagements
"RT @patrickbetdavid: Hands down the funniest Super Bowl commercial"
X Link 2026-02-10T23:03Z [----] followers, [---] engagements
"RT @BeardoTrader: Traders will keep trying to time the $HOOD bottom while $BULL pumps 50% plus"
X Link 2026-02-11T15:19Z [----] followers, [--] engagements
"The net combined ratio for this period included a one-time non-cash warrant expense due to Carvana not exercising them before they expired that inflated the CR to 102.1% but we will not see that again. If I'm not mistaken the adjusted CR would be 97% otherwise. They are in fact making a profit and if it were not for this one time event would have been profitable for a fifth straight quarter. $ROOT is also FCF positive"
X Link 2026-02-13T04:02Z [----] followers, [---] engagements
"@fernet365 @Investinc_Intel No of course not ROOT is still my number one holding ZETA is just a comparable size to my original HIMS position (invested about $25k then on HIMS now investing $30k in ZETA)"
X Link 2026-02-13T19:04Z [----] followers, [--] engagements
"$CRDO Will be heading back towards $200 as fundamentals continue to improve quarter after quarter after quarter. $CRDO just released preliminary earnings results and they absolutely crushed expectations up over 15% in after hours trading Q3 revenue came in at $404mil-$408mil blowing past prior guidance of $335mil-$345mil That is a massive beat and $CRDO management is now guiding for https://t.co/DYZN7KGORq $CRDO just released preliminary earnings results and they absolutely crushed expectations up over 15% in after hours trading Q3 revenue came in at $404mil-$408mil blowing past prior"
X Link 2026-02-10T14:55Z [----] followers, [---] engagements
"$ROOT If you're still building a position set limit buys and go live your life. Let the company execute and give performance time. Your investments are not supposed to pay off in just one day one week one month or even one year. You need to let the company cook to see the results you want as you know they are. It's that simple. https://twitter.com/i/web/status/2021255310858649707 https://twitter.com/i/web/status/2021255310858649707"
X Link 2026-02-10T16:09Z [----] followers, [----] engagements
"SMID Cap Companies to own (Price/MC) ๐ค $CAVA - $71 / 8.3B $ROOT - $59 / 915M $ZETA - $17 / 4.2B $TMDX - $136 / 4.6B $FOUR - $60 / 5.4B $UPST - $40 / 4B $BULL - $7 / 3.2B"
X Link 2026-02-10T16:48Z [----] followers, [---] engagements
"@wall_st_regard Like I said I think its pretty close but its non-standard. Its more simple. LMND's NCR would likely be closer to maybe 120% I'm guessing. Using ChatGPT it was saying 115% even but that too was an estimate"
X Link 2026-02-13T15:26Z [----] followers, [--] engagements
"$HIMS reports $401.6m in Revenue up 77% YOY"
X Link 2024-11-04T21:07Z [----] followers, [----] engagements
"I just hit [----] followers Thanks to everyone who has followed me in the last [--] hours or so Its been incredible to see all the new faces and notification spam I think most of you have joined after seeing my recent account success but I hope I can provide you other quality content other than just showing you my account balance However while its been a great achievement its mostly due to two holdings $HIMS and $ROOT. I believe both will continue to be amazing successes and I have no intention of letting these go any time soon even with their recent run ups volatility or not. I hope the momentum"
X Link 2025-02-20T03:44Z [----] followers, [----] engagements
"$TMDX TransMedics chooses Mirandola of Emilia-Romagna Italy for its European Hub ๐ ๐ฅ"
X Link 2025-05-26T23:00Z [----] followers, [----] engagements
"Right now I have three names I am extremely bullish on that make up nearly 50% of the stocks I hold: 1) $ROOT isn't relying on just one channel of growth. Through embedded partnerships they're getting in front of customers at the point of need seamlessly integrating into platforms where insurance feels like a natural add-on. At the same time their independent agent partnerships through the $ROOT Agent Platform are creating a scalable distribution network one that gets stronger with every new connection. Each embedded partner adds reach each agent adds trust and volume and together they create"
X Link 2025-09-29T00:34Z [----] followers, 14.7K engagements
"Revenue: $ROOT: $1.37B โ
$LMND: $600.7Mil ๐คจ $PGR: $82.4B โ
Market Cap: $ROOT: $1.4B ๐คจ $LMND: $3.9B ๐ค $PGR: $144.5B โ
Price-To-Sales: $ROOT: 0.96x โ
$LMND: 6.57x ๐คจ $PGR: 1.75x โ
Est Growth CAGR (3 yrs): $ROOT: 25-50% โ
$LMND: 29-42.1% โ
$PGR: 4.9% ๐คจ What is growth if you keep none of what you make Operating / Profit Margin: $ROOT: +8.83% / +5.98% โ
$LMND: -32.65% / -33.96% ๐ $PGR: +16.28% / +12.66% โ
$PGR has crushed it for the last [--] years ๐ $LMND may crush it for the next [--] years - if it achieves its profitability goals in late [----] or [----] ๐ $ROOT is crushing it now and the next"
X Link 2025-10-04T23:55Z [----] followers, 48.2K engagements
"$ROOT "no signs of an earnings beat" ๐ - Partner $CVNA Record-breaking sales - Partner Hyundai/Kia Record-breaking sales - $ALLY Record-breaking auto loans on 4mil applications - $ROOT Partnered with TurboRaters and QuoteRush - $ROOT sponsored on Kelly Blue Book/AutoTrader websites (millions of views each week) - No Catastrophic weather in the US in the 3rd Quarter - Significant increase in web traffic according to Ahrefs traffic tracking website - Washington State expansion - Experian Data showing $ROOT was cheapest option in [--] States (high probability of conversions)"
X Link 2025-11-03T15:54Z [----] followers, [----] engagements
"Worried about $ROOT dropping today after such positive news yesterday Don't be - it's systemic and affecting the broader insurance sector down just over 2.3% as of this post. Many other notable names like $PGR $ALL and $LMND are all down pretty big as well. If you were late to add $ROOT this might be a buying opportunity you needed to get in Not financial advice. https://twitter.com/i/web/status/2011179346665546215 https://twitter.com/i/web/status/2011179346665546215"
X Link 2026-01-13T20:51Z [----] followers, [----] engagements
"Multiple posts concerned that Hyundai's Secure+ insurance offering is not with $ROOT but this is exactly what CEO Alex Timm described in his recent fireside chat. While the filing is for Hyundai Motor not Hyundai Capital it does not mean that the integrated product does not include $ROOT as the underlying insurance and data platform. Th distinction between the two entities matter because Hyundai Motor owns the customer interface (vehicle software infotainment Hyundai app and brand) while Hyundai Capital operates as a financing and services arm. An embedded insurance product like Secure+ would"
X Link 2026-01-30T17:40Z [----] followers, [----] engagements
"Sren Petsch Senior Director of Procurement at $ROOT was featured in Issue #68 of @CPOstrategy to discuss $ROOT's "game-changing procurement transformation" ๐ In just one example by leveraging AI agents and orchestration Sren was able to quickly cut costs for a key software vendor by 75%. His AI-driven approach targets the administrative "noise" that consumes 95% of most procurement teams' time automating routine workflows so $ROOT's stakeholders can focus more on strategic decision making. Underneath this greatly improves $ROOT's operating leverage turning operational improvements directly"
X Link 2026-01-31T19:29Z [----] followers, [----] engagements
"Did you catch $ROOT's Sren Petsch featured spot in Issue #68 of @CPOstrategy over the weekend ๐ Sren Petsch Senior Director of Procurement at $ROOT was featured in Issue #68 of @CPOstrategy to discuss $ROOT's "game-changing procurement transformation" ๐ In just one example by leveraging AI agents and orchestration Sren was able to quickly cut costs for a key https://t.co/COxkP2UPSk Sren Petsch Senior Director of Procurement at $ROOT was featured in Issue #68 of @CPOstrategy to discuss $ROOT's "game-changing procurement transformation" ๐ In just one example by leveraging AI agents and"
X Link 2026-02-02T15:41Z [----] followers, [----] engagements
"@SubuTrade So this is showing us the bottom Each of those omens are relatively close to the bottoms lol"
X Link 2026-02-12T22:09Z [----] followers, [----] engagements
"@davey_juice Why is $CRDO the best play in the entire market. Make me proud of you while drunk"
X Link 2026-02-13T01:23Z [----] followers, [---] engagements
"You're comparing two different things. Total Loss Ratio is not Net Combined Ratio. You can think of total loss ratio as the gross margin while net combined ratio is similar to net income (but not exactly). The thing is $LMND doesn't actually show their NCR and likely has never dropped below 100% though I don't have the exact figure. At least according to AlphaQuary that uses a non standard calculation it shows $LMND at 165% Combined Ratio versus $ROOT at 108% (where as you pointed out $ROOT's in the period is actually 102.1% so it is close but not exact)."
X Link 2026-02-13T14:56Z [----] followers, [---] engagements
"@CernunnosCap @RootInsurance Nice you go through the full test drive yet"
X Link 2026-02-13T19:45Z [----] followers, [--] engagements
"@usamazafar88 @fernet365 @Investinc_Intel Nope not selling $CAVA either. ๐"
X Link 2026-02-14T01:48Z [----] followers, [--] engagements
"Perspective: Tens of millions of people have no idea what's happening in the stock market each day - they likely don't even look - yet these same people are the ones that continue to passively invest in their 401ks every week regardless of price. We live in an "ownership society" where the system is literally designed for its citizens to accumulate assets for their future success and pullbacks become opportunities to be captured by the masses. A massive portion of market demand is automatic and price-insensitive. It is not driven by traders narratives or timing but by the deposits of millions"
X Link 2026-02-14T03:08Z [----] followers, [---] engagements
"Hitting $100k on my Robinhood account in the overnight market for first time ๐"
X Link 2024-11-11T01:07Z [----] followers, [----] engagements
"$HIMS $35 might come rushing fast"
X Link 2024-11-12T02:06Z [----] followers, [----] engagements
"$HIMS complimenting their weight loss drugs with meal supplements at $110/mo. This will be an easy hit as a cross-sell and further customer retention. This won't stay below $30 long. ๐ $SPY"
X Link 2024-11-21T17:56Z [----] followers, [----] engagements
"@thearnabsarkar @CriminalTube You never shoot them in the leg to avoid hitting the femoral arteries which would kill them in minutes. Police are trained to shoot center mass to "stop" the target and not necessarily kill"
X Link 2024-12-08T14:05Z [----] followers, [----] engagements
"@ScorpionFund You guys are the fraud"
X Link 2025-01-10T14:23Z [----] followers, [----] engagements
"$TMDX Scorpion Capital's report is the fraud filled with big bold text and highlighting to spook people. Looks like a good buying opportunity for those that missed $58 before"
X Link 2025-01-10T15:24Z [----] followers, [----] engagements
"$TMDX Bought the dip. Now holding [---] ๐"
X Link 2025-01-14T19:20Z [----] followers, [----] engagements
"$TMDX Am I fighting back too hard poor babies Get fucked lmao"
X Link 2025-01-15T19:58Z [----] followers, 16.1K engagements
"$TMDX Added [--] more now with [---] shares"
X Link 2025-01-16T20:27Z [----] followers, [----] engagements
"$TMDX The next major move is up. See the super technical chart analysis in green ๐"
X Link 2025-01-17T16:20Z [----] followers, [----] engagements
"$TMDX Incredible job by the Transmedics team saving two lives in one flight These guys work around the clock to save hundreds of lives each month We expect to see a record quarter by this profitable & growing company as flight & organ data continue to trend consistently higher"
X Link 2025-02-07T01:20Z [----] followers, [----] engagements
"My Robinhood account is firing on all cylinders. Special thanks to $HIMS $ROOT $SOFI and $DASH. These precious gems still have so much more room to go. ๐ป"
X Link 2025-02-13T15:14Z [----] followers, [----] engagements
"$TMDX is going to be an easy winner along with my other gems like $HIMS and $ROOT. Their technology is a game changer for saving people's lives the only device to do Hearts Lungs and Livers with Kidneys still on the way. ๐"
X Link 2025-02-13T15:47Z [----] followers, 14.6K engagements
"Patient saved with the assist of a liver by $TMDX Organ Care System (OCS) says Masaki Tsukashita Surgical Director for Cardiac Transplantation and Mechanical Circulatory Support at Allegheny General Hospital. Another job well done๐ฅ"
X Link 2025-02-16T20:53Z [----] followers, [----] engagements
"$TMDX is hitting new milestones in Europe with their incredible device the Organ Care System (OCS) ๐ Inselspital also named the University Hospital of Bern a hospital in Switzerland broke their record for keeping a heart outside of the body for over [--] hours with the OCS calls the device an "absolute game changer for Swiss transplant medicine." Looks like they will continue to be a proud user of this incredible life saving technology and I assume we may see other Swiss hospitals adopting these devices๐ฅ Link to the article in comments"
X Link 2025-02-19T00:04Z [----] followers, 31.7K engagements
"$200k milestone on my Robinhood account achieved. ๐"
X Link 2025-02-19T16:46Z [----] followers, 210.5K engagements
"@ethanrph @Mike_Pence @FoxNews You can't be wrong for not ending conflict defending your own land. Sir I'm going to come live in your yard and tell you how unreasonable you are for trying to get me off it"
X Link 2025-02-19T20:51Z [----] followers, [----] engagements
"๐จBREAKING: $TMDX TRANSMEDICS ACQUIRES ANOTHER PLANE EXPANDING THEIR TOTAL NOW TO TWENTY-ONE (21) CLEAR INDICATION THAT DEMAND IS EVER PRESENT AND NEEDING TO BE MET IN THIS GROWING MARKET. SEE YOU NEXT WEEK AT EARNINGS SHORTS๐ฅ๐ฅ๐ฅ"
X Link 2025-02-21T21:10Z [----] followers, 28.2K engagements
"As a reminder it can also disappear just like that ๐ซฐ. My two biggest winners decided to finally also give back after incredible moves. Nonetheless I hold through the volatility as I believe these companies will continue to have outperformance long into the future ๐ซ $200k milestone on my Robinhood account achieved. ๐ https://t.co/XfkjRMNlg2 $200k milestone on my Robinhood account achieved. ๐ https://t.co/XfkjRMNlg2"
X Link 2025-02-21T21:37Z [----] followers, 17.3K engagements
"I picked up [--] more shares of $HIMS first purchase since October now [----] shares"
X Link 2025-02-24T22:25Z [----] followers, [----] engagements
"$TMDX "Zero of Twenty One claims were found to be true" says Waleed Hassanein after discussing independent review of their company by Kirkland & Ellis. ๐ฅ"
X Link 2025-03-03T16:56Z [----] followers, [----] engagements
"@MikeJones8912 @EdKrassen What We started this they are the ones responding not other way around. It's not okay he's even saying that"
X Link 2025-03-04T16:42Z [----] followers, [----] engagements
"While I don't post often about $HIMS it continues to be my #1 position & my highest conviction play. The story for me was never about a single product line but rather the entirety of what they have to offer that changes the lives of millions of people with chronic illnesses. ๐ฒ"
X Link 2025-03-06T17:48Z [----] followers, [----] engagements
"$HIMS is probably the best opportunity on the market before the recovery. Those that sold in the $60-70s are likely going to buy back here in the $30s at double the quantity of shares. ๐"
X Link 2025-03-07T14:51Z [----] followers, [----] engagements
"@Truthacabra33 @jubileemedia These kids are missing half their arguments. Social Security could never run out it is 100% a policy choice if it does. These kids have been misled into thinking they won't have a retirement"
X Link 2025-03-10T18:38Z [----] followers, [----] engagements
"$HIMS "10-15K NEW PATIENTS A DAY" That's between [---] million and [---] million new customers a year at the current rate $MDY ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN"
X Link 2025-03-28T00:07Z [----] followers, [----] engagements
"$HIMS CEO @AndrewDudum mentions expansion into a few categories down the line that I don't see on their existing infographic: Pain Management Hormonal Balance Longevity and Cardiovascular disease ๐ "What you will see from us in the next ten years is more innovation on behalf of the consumer. You will see broader selections of categories new categories." ๐คฏ ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN"
X Link 2025-03-28T00:45Z [----] followers, 17K engagements
"$HIMS CEO @AndrewDudum also states that Testosterone just launched on the sexual health side of things ๐ฅ๐ฅ๐ฅ ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN ๐จ $HIMS FOUNDER & CEO ANDREW DUDUM JOINS THE PODCAST https://t.co/QKZArUVWu0 https://t.co/zcM78jDHJN"
X Link 2025-03-28T00:53Z [----] followers, [----] engagements
"In my opinion the partnership between $HIMS and $LLY will likely resolve any concerns about legal challenges or future lawsuits. ๐ฅ"
X Link 2025-04-01T17:27Z [----] followers, [----] engagements
"@DemsInDecline @RpsAgainstTrump He looks her dead in the eyes then turns away with no handshake"
X Link 2025-04-13T13:18Z [----] followers, [----] engagements
"@gv49ers @InternetH0F This dude usually pays them a full days wage at the end"
X Link 2025-04-17T23:11Z [----] followers, [----] engagements
"$HIMS in my opinion continues to be the single best opportunity on the stock market. No other company is disrupting the healthcare industry like they are taking the market by storm and still with over [--] verticals to release (and other verticals not yet named) ๐ $MDY"
X Link 2025-04-21T13:30Z [----] followers, [----] engagements
"Going all in on $BLIAQ going to be rich /s Now that we're thriving we're ready to pitch a collab with @Xbox. Please DM us for all the exciting details. https://t.co/jQJlWWOYFL Now that we're thriving we're ready to pitch a collab with @Xbox. Please DM us for all the exciting details. https://t.co/jQJlWWOYFL"
X Link 2025-04-25T11:10Z [----] followers, [----] engagements
"@LWWright34 @RpsAgainstTrump Shut the fuck up"
X Link 2025-04-26T13:24Z [----] followers, [----] engagements
"@Nietschecapital I've never once listened to an analyst. No point"
X Link 2025-04-29T12:47Z [----] followers, [----] engagements
"Koreans are loading $HIMS. There is great international attention on this name investors are loading up worldwide. ๐ $HIMS NOW AT #48 ON SOUTH KOREA'S TOP [--] STOCKS - data over the last month (Apr [--] - May 27) - nearly $80 million inflow https://t.co/0qvBHAmwA3 $HIMS NOW AT #48 ON SOUTH KOREA'S TOP [--] STOCKS - data over the last month (Apr [--] - May 27) - nearly $80 million inflow https://t.co/0qvBHAmwA3"
X Link 2025-05-27T22:43Z [----] followers, [----] engagements
"Why waste time on $OSCR when $HIMS is one of the best opportunities out there Every dollar you'd put into $OSCR is better off in $HIMS. Why underperform with a stock that needs miles of revenue for inches of profit The choice is clear. ๐"
X Link 2025-06-02T14:08Z [----] followers, 13.6K engagements
"$TMDX is saving hundreds of lives every single month ๐ฅ Each flight is a mission and these guys work tirelessly 24/7/365 to make sure these critical organs get to recipients that will change their lives. ๐ผ $TMDX - May was the second best month for internal flights after Incredible April Off to flying start in June. Q2 is now 17% up over Q1. Waleed will be live tomorrow at William Blair 45th Annual Growth Stock Conference at [--] p.m. EST. https://t.co/kbwHvD0GUV $TMDX - May was the second best month for internal flights after Incredible April Off to flying start in June. Q2 is now 17% up over"
X Link 2025-06-02T15:56Z [----] followers, [----] engagements
"$TMDX Reposting a video from LinkedIn of a live pumping heart being transported in a $TMDX OCS system via plane. โโค๐ฅ๐ผ Link to original LinkedIn post in the replies"
X Link 2025-06-02T17:51Z [----] followers, 92.4K engagements
"$TMDX will become "the $UBER of organ transplant" ๐ฅ $TMDX 45th Annual Growth Stock Conference is starting: https://t.co/0vf4QdIM9Z $TMDX 45th Annual Growth Stock Conference is starting: https://t.co/0vf4QdIM9Z"
X Link 2025-06-03T21:26Z [----] followers, [----] engagements
"$TMDX How they plan to be "the $UBER of organ transplant" Fully transparent logistics network through their NOP connect. Able to see the organ every single step of the way. ๐ $TMDX will become "the $UBER of organ transplant" ๐ฅ $TMDX will become "the $UBER of organ transplant" ๐ฅ"
X Link 2025-06-03T21:31Z [----] followers, [----] engagements
"$TMDX once again played one of the most impressive presentations I've seen by showing off their whole NOP Command Center operations and logistics network. ๐ฅ Incredible stuff These guys saving lives every single day. ๐"
X Link 2025-06-03T22:32Z [----] followers, 13.8K engagements
"$TMDX has a growing Discord community that would love to have more members We have discussions about where $TMDX is headed news flight data organ data have transcript and presentation logs and a video repository. Our Discord is completely free. Discord link in comments"
X Link 2025-06-06T14:04Z [----] followers, 15.8K engagements
"Reached [----] followers ๐ฅณ Thank you everyone who has followed me. I hope my coverage of some of the more obscure stocks names such as $CAVA $ROOT $BYRN $DASH $CRDO and some more popular ones like $HIMS and $TMDX has been beneficial to your success ๐ฅฐ"
X Link 2025-06-12T13:15Z [----] followers, [----] engagements
"$TMDX saving lives 24/7/365 ๐ฅ"
X Link 2025-06-14T13:29Z [----] followers, [----] engagements
"Added back [--] shares of $TMDX finally now have [---] total. Had sold some off in early April"
X Link 2025-06-18T13:50Z [----] followers, [----] engagements
"$TMDX does what the job demands to save every life they can. This is important work that is the most incredible thing they do but the second most incredible thing is that they're a profitable company scaling a national transplant ecosystem similar to that of $UBER. ๐ฎ"
X Link 2025-06-22T15:15Z [----] followers, [----] engagements
"@RahulSetty_ How can it be an illegal sham now while it wasn't an illegal sham while under shortage They didn't change the Semaglutide it is the same compound as it was before. If it was fine before shortage ended its fine now. $HIMS"
X Link 2025-06-23T15:36Z [----] followers, [----] engagements
"Yes the personalized doses are according to $HIMS legal team allowed under law. That may be why there has been no lawsuits yet and why $NVO did not file one in tandem with their press release. Andrew made no claims that they would end personalized dosages if $NVO thought that it was their mistake. $NVO probably tried to use the partnership to pressure $HIMS into ending their distribution of the personalized versions and Andrew probably told them to go kick rocks. I stand behind $HIMS fully even now - this IS the thesis disrupting Big Pharma and their profiteering"
X Link 2025-06-23T16:49Z [----] followers, [----] engagements
"Here are my thoughts on $HIMS ๐ 1) Original shareholders prior to any such knowledge of the original partnership were always here because of the disruption $HIMS was causing to the Big Pharma industry through compounding. Our fight was always against Big Pharma not to join them. This IS the thesis. 2) The Semaglutide provided by $HIMS has been the same before the shortage ended in February. If it was safe then it is safe now - the suppliers did not change. 3) As part of 503b Pharmacy compounding standards quality and verification of the APIs used are vetted at nearly every step of the"
X Link 2025-06-23T20:12Z [----] followers, 54.4K engagements
"I'm not sure $NVO will sue $HIMS. When the shortage ended $NVO could have sued then. When $NVO issued today's statement they could have filed suit in tandem. If $NVO sues & loses it sets a precedence for ALL compounding to be legal under personalized dosing"
X Link 2025-06-23T23:04Z [----] followers, 25.8K engagements
"What makes it difficult for $NVO to pursue legal action against $HIMS ๐ 1) The prescriptions aren't coming from $HIMS itself they come from dozens of independent physicians who are responsible for evaluating patients & issuing prescriptions. These doctors acting under their own clinical judgment (and at the risk of their medical licenses) are prescribing personalized doses. That makes it extremely difficult to argue that $HIMS is directing or controlling prescribing decisions in a way that clearly breaks the law. 2) On top of that $HIMS doesn't manufacture or distribute the medications. They"
X Link 2025-06-23T23:29Z [----] followers, 17.8K engagements
"$NVO is "losing a tremendous amount of market share" according to @AndrewDudum of $HIMS ๐ฎ $HIMS must be eating their market share ๐ Hims & Hers Health wont back down from selling cheap weight-loss shots its CEO said after Novo Nordisk abruptly ended its distribution partnership https://t.co/iQ5XiXaNc0 Hims & Hers Health wont back down from selling cheap weight-loss shots its CEO said after Novo Nordisk abruptly ended its distribution partnership https://t.co/iQ5XiXaNc0"
X Link 2025-06-24T22:32Z [----] followers, [----] engagements
"$TMDX has one of the most noble missions on the market - saving every life they can giving families more time with loved ones. While it requires a tragic loss of life to make this happen a renewed life is given to someone else who can help carry on their spirit and memory. ๐"
X Link 2025-07-01T22:39Z [----] followers, [----] engagements
"๐จ $TMDX COMPLETES ITS FIRST MIDDLE EAST LUNG TRANSPLANT IN RIYADH ๐ฅ"
X Link 2025-07-11T15:09Z [----] followers, 15.6K engagements
"$TMDX is likely only dipping in sympathy to $XVIVO tanking. This might be presenting a great buying opportunity for those who want an amazing company that has been saving thousands of lives each year and growing"
X Link 2025-07-11T15:46Z [----] followers, 24.4K engagements
"What does pushing boundaries look like ๐ช The $TMDX team is defying the odds with their Organ Care System bringing more hearts to more patients saving lives with every transplant mission ๐ฅ"
X Link 2025-07-13T12:30Z [----] followers, 12.1K engagements
"Just a reminder $TMDX is the only FDA approved device to transport Heart Lungs and Livers via plane in the United States. The moat is incredibly deep. ๐๐ $TMDX Reposting a video from LinkedIn of a live pumping heart being transported in a $TMDX OCS system via plane. โโค๐ฅ๐ผ Link to original LinkedIn post in the replies. https://t.co/98xmUuRn6f $TMDX Reposting a video from LinkedIn of a live pumping heart being transported in a $TMDX OCS system via plane. โโค๐ฅ๐ผ Link to original LinkedIn post in the replies. https://t.co/98xmUuRn6f"
X Link 2025-07-21T14:36Z [----] followers, [----] engagements
"Maybe listen to me when I tell you things. A lot of people wouldn't be getting brutalized on $OSCR. I told you they will miss earnings. Why Because the stock is cyclical the first quarter is always the best. This is because deductibles were reset for the year and weren't met yet. Now they are now $OSCR has to pay out more policy benefits causing a loss in the period and a higher MLR. Expect further losses through the year if you stay with $OSCR. Told you before and telling you again now"
X Link 2025-07-22T13:05Z [----] followers, 13.7K engagements
"$TMDX had a blowout earnings today posting $0.92 EPS vs est. of $0.43 a beat of 114% ๐ฅ Just discovering $TMDX today Part of their success has been their NOP Command Center a State-of-the-Art organ logistics and coordination hub. ๐ See how it all works ๐"
X Link 2025-07-31T00:39Z [----] followers, [----] engagements
"Decided to cut the majority of my $HIMS holdings during the earnings calls only holding [---] shares left. It's been a fantastic run I'll likely buy back lower but I didn't like what I was hearing. Buzzwords talks of headwinds and the ability to hit FY [----] guide is questionable"
X Link 2025-08-04T22:20Z [----] followers, 62.9K engagements
"$ROOT aims to be in all [--] states. Of the remaining pending NY MI WA & NC alone represent 50mil people some of the biggest opportunities for $ROOT once approval is secured. ๐ฒ As each state comes online $ROOT can IMMEDIATELY extend coverage to partners operating there rapidly expanding access to their platform. ๐ Traditionally carriers entering new states had to ramp up agent appointments and pour money into marketing. With $ROOT's embedded partners like $CVNA Hyundai and Toyota customers get instant visibility the moment $ROOT is live. Talk about being efficient AF. ๐ $ROOT operates in 37"
X Link 2025-08-23T19:48Z [----] followers, [----] engagements
"๐ฅณ [----] followers ๐ฅณ Thank you to everyone who has followed me this far I truly appreciate your support & I hope my posts have helped you spot new opportunities in the market that may have gone unnoticed otherwise I try my best to share information as I learn about it and to give you my honest opinion about them. My focus has been to find disruptive businesses that are scaling profitably changing the way people or industries operate and still flying below the radar. Special thanks to: @NiqolusTrades for expanding my knowledge of Technical Analysis immensely @longoption @Mindset4Money_X &"
X Link 2025-09-04T21:22Z [----] followers, [----] engagements
"$ROOT for sure at 1.4B market cap completely profitable increasing revenue net income and free cash flow. Wants to become "the most profitable personal lines P&C insurer in the nation." Has partnerships with $CVNA Hyundai and Toyota as major auto companies but a lot more going on than that. https://twitter.com/i/web/status/1964792257934205269 https://twitter.com/i/web/status/1964792257934205269"
X Link 2025-09-07T20:45Z [----] followers, 25.2K engagements
"๐จ BREAKING: $ROOT IS NOW AVAILABLE IN WASHINGTON STATE Nearly [--] million more people now have access to affordable insurance based on safe driving habits Welcome Washington State to $ROOT Insurance ๐ฅณ Head to their site to do a "Test Drive" to see how much you can save ๐ $ROOT aims to be in all [--] states. Of the remaining pending NY MI WA & NC alone represent 50mil people some of the biggest opportunities for $ROOT once approval is secured. ๐ฒ As each state comes online $ROOT can IMMEDIATELY extend coverage to partners operating there https://t.co/cA4Xozh6j1 $ROOT aims to be in all 50"
X Link 2025-09-14T15:32Z [----] followers, 18.1K engagements
"Today I officially closed out my remaining [---] $HIMS shares and have rolled the entirety of all of those profits into $ROOT now at [----] shares at $95.63 average or $98.5k invested in this single name. In the last year I've made $68356.33 or 219.14% on $HIMS just over 3x. Now I intend to do it again but this time with $ROOT what I consider is one of the most undervalued plays on the market. $ROOT is an AI based insurtech platform disrupting the auto insurance industry that uses its data science and machine learning to better price auto insurance policies by basing your rate on your safe"
X Link 2025-09-19T16:05Z [----] followers, 41K engagements
"@DividendDude_X $ROOT INSURANCE AT 26% OF MY STOCKS HOLDINGS A COMPANY USING AI AND TELEMATICS TO PRICE AUTO INSURANCE POLICIES. IT HAS BEEN PROFITABLE FOR FOUR STRAIGHT QUARTERS AND GROWING REVENUES CONSECUTIVELY AT ONLY 1.5B MC AND [---] PS THE CHARTS ARE BEAUTIFUL AREN'T DAY"
X Link 2025-09-20T21:01Z [----] followers, [----] engagements
"Today $TMDX partnered with Mercedes-Benz to provide organ transportation across Italy via $TMDX's state-of-the-art system the Organ Care System. These organs will be transported in Mercedes-Benz V-Class vehicles as shown in the post and real images attached below (instead of that AI generated image being spread around). $TMDX PARTNERS WITH MERCEDES-BENZ TO LAUNCH ORGAN TRANSPORT NETWORK IN ITALY The collaboration is the first step in building TransMedics European National OCS Program -- starting with ground infrastructure across four major transplant hubs. https://t.co/NnWgyIDv4i $TMDX"
X Link 2025-09-22T21:32Z [----] followers, 20.7K engagements
"It's been my third largest holding. I've had it longer than ROOT. I actually run the discord community for $TMDX as well with [---] members on it if you want to check that one out I can invite :) $TMDX is nearly a monopoly on the organ transplantation scene with the only FDA approved device to transport Lungs Hearts and Livers all in a single device and BY PLANE (no one else is able to carry all these organs by plane let alone a device that does all three in one) and advancing preservation time of the organs from 4-6hrs to 12-24hours with their device. And while its only doing three organs"
X Link 2025-10-04T21:52Z [----] followers, 12.6K engagements
"๐จBREAKING: $TMDX COMPLETES THE ACQUISITION OF ITS 22nd PLANE ๐ฅ"
X Link 2025-10-07T01:18Z [----] followers, [----] engagements
"4000 followers Thanks everyone for joining this ride $ROOT is my number one pick for a [----] comeback. At 35% growth on $1.365b revenue and a simple re-rate back to a [---] PS in one year's time we should like be about $320-350 ๐ค $ROOT is at $80 today ๐"
X Link 2025-10-09T16:16Z [----] followers, [----] engagements
"If $ROOT can achieve 35% YoY growth on current revenue of $1.365B that puts them at $1.843B revenue in one year. If given a [---] P/S that becomes $5.528B and divide that by total shares outstanding of [-----] Mil that puts $ROOT at a share price of $358 in one year's time. ๐"
X Link 2025-10-09T17:09Z [----] followers, [----] engagements
"$ROOT is one of the best picks heading towards and throughout [----] ๐ With a 12.39mil float and steady retail accumulation share availability keeps tightening. ๐"
X Link 2025-10-13T15:36Z [----] followers, [----] engagements
"$ROOT is a compelling investment ๐ - One full year of profitability - Consistent revenue growth Q/Q Y/Y - Founder-led - Best-in-class loss ratio improvement driven by quant CTO through AI data science & machine learning - Expanding Partnerships & Independent Agents channels"
X Link 2025-10-14T14:34Z [----] followers, [----] engagements
"๐จ NEW - Watch $ROOT CEO Alex Timm on "The Future of Insurance Podcast" discuss $ROOT's technology advantage. Alex talks about how their API stack allows quick integration into their partner's systems $ROOT's past and where they are heading ๐ https://www.youtube.com/watchv=tMz22e1z7W8 https://www.youtube.com/watchv=tMz22e1z7W8"
X Link 2025-10-21T22:34Z [----] followers, 27.2K engagements
"Over [-----] organs get wasted each year. $TMDX with the only FDA approved device to transport Hearts Lungs & Livers in a single device is changing that. $TMDX will be adding Kidneys and also expanding heart to also include DCD deaths where only DBD was available before. $TMDX is not just taking share in the organ transplant market; it's fundamentally expanding the Total Addressable Market by increasing the number of viable organs available each year through its OCS/NOP ecosystem. $TMDX is not just taking share in the organ transplant market; it's fundamentally expanding the Total Addressable"
X Link 2025-10-22T00:49Z [----] followers, 11.4K engagements
"Best upcoming "Tech" companies to own ๐ MarTech $ZETA - Powering next-gen customer engagement with AI-driven marketing solutions. InsurTech $ROOT - Redefining auto insurance with superior AI technology unmatched pricing accuracy and seamless customer experiences. FinTech $UPST - Using AI to make lending faster fairer and more profitable. MedTech $TMDX - Transforming organ transplantation with the Organ Care System cutting-edge preservation technology and a national transporting network. FoodTech $DASH - Building a full ecosystem to be the "everything" of restaurants: ordering payments"
X Link 2025-10-24T19:36Z [----] followers, 10.9K engagements
"BREAKING ๐จ: $ROOT just added TurboRater and QuoteRush as two new comparative rater partners According to TurboRater's website TurboRater "serves more than [---] insurance companies & more than [----] agencies." ๐ค QuoteRush is smaller upcoming comp rater but $ROOT is here to provide fast easy and competitive quotes to all independent agencies regardless of the scale of the rater they may use. Both partnerships continue to expand $ROOT's ability to distribute and gain new customers. $ROOT has steadily moved towards becoming a "Agent-first carrier of choice" to accelerate their reach and growth"
X Link 2025-10-26T15:56Z [----] followers, [----] engagements
"$ROOT just had rates approved in New Jersey These rates will be effective 6/30/26. Assuming no delays $ROOT will be able to start selling insurance in New Jersey just after June of next year @DAVYinvests $ROOT is coming your way - we were just talking about that ๐"
X Link 2025-10-27T17:44Z [----] followers, 12K engagements
"Now that I've gotten to sit down listen to the call and read the shareholder letter here are my thoughts on $ROOT's earnings: * Record Revenue - TTM growth continues ๐ * Record PIF (people were expecting it to be flat) ๐ * Doubling new writings by the partnership channel ๐ * Agents is now "under 10%" up from "under 4%" that's likely at least a 2x in growth in that channel ๐ * New writings from IA 3x'd. ๐ * Gross Loss Ratio still holding strong only up 0.5% ๐ * While new writings from direct were only in single digits ๐ they were still positive ๐ indicating there is still consumers"
X Link 2025-11-06T01:57Z [----] followers, 10.6K engagements
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