#  @MontanaMatos Montana Matos Montana Matos posts on X about $path, $duol, ai, $hims the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1772979661300965376/interactions)  - [--] Week [-------] -43% - [--] Month [-------] +45% - [--] Months [---------] +1,176% - [--] Year [---------] +591,199% ### Mentions: [--] [#](/creator/twitter::1772979661300965376/posts_active)  - [--] Week [--] -43% - [--] Month [---] +22% - [--] Months [---] +307% - [--] Year [---] +18,825% ### Followers: [-----] [#](/creator/twitter::1772979661300965376/followers)  - [--] Week [-----] +3.10% - [--] Month [-----] +31% - [--] Months [-----] +277% - [--] Year [-----] +4,250% ### CreatorRank: [-------] [#](/creator/twitter::1772979661300965376/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 90.65% [finance](/list/finance) 24.3% [technology brands](/list/technology-brands) 16.82% [cryptocurrencies](/list/cryptocurrencies) 1.87% [celebrities](/list/celebrities) 1.87% [countries](/list/countries) 1.87% [social networks](/list/social-networks) 0.93% **Social topic influence** [$path](/topic/$path) #6, [$duol](/topic/$duol) #90, [ai](/topic/ai) 14.95%, [$hims](/topic/$hims) #356, [$lmnd](/topic/$lmnd) #64, [in the](/topic/in-the) 9.35%, [$odd](/topic/$odd) #20, [stocks](/topic/stocks) 6.54%, [business](/topic/business) 5.61%, [$spot](/topic/$spot) 5.61% **Top accounts mentioned or mentioned by** [@kafka7invest](/creator/undefined) [@jminvestment0](/creator/undefined) [@elonmusk](/creator/undefined) [@spacex](/creator/undefined) [@r1chardmaur1ce](/creator/undefined) [@depresseddill](/creator/undefined) [@dailymktnews](/creator/undefined) [@danieldines](/creator/undefined) [@alc2022](/creator/undefined) [@remarks](/creator/undefined) [@cginvesting10](/creator/undefined) [@ahura2025](/creator/undefined) [@jm_investment0](/creator/undefined) [@gannoncapital](/creator/undefined) [@wildreamz](/creator/undefined) [@rodrigotomascc](/creator/undefined) [@heche35](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@the3rdreginald](/creator/undefined) [@jasonjh1319](/creator/undefined) **Top assets mentioned** [UiPath, Inc. (PATH)](/topic/$path) [Duolingo, Inc. (DUOL)](/topic/$duol) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lemonade, Inc. (LMND)](/topic/$lmnd) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Spotify Technology (SPOT)](/topic/$spot) [Snap, Inc. (SNAP)](/topic/$snap) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Walmart, Inc. (WMT)](/topic/$wmt) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [ZetaChain (ZETA)](/topic/$zeta) [DLocal Limited (DLO)](/topic/$dlo) [SPX6900 (SPX)](/topic/$spx) [Starbase (STAR)](/topic/$star) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Advanced Micro Devices (AMD)](/topic/$amd) [Novo-Nordisk (NVO)](/topic/$nvo) [Noble Corporation (NE)](/topic/$ne) [ServiceNow Inc (NOW)](/topic/servicenow) ### Top Social Posts Top posts by engagements in the last [--] hours "Deep dive on $SNAP. The work speaks for itself. Link in comments 👇" [X Link](https://x.com/MontanaMatos/status/2008922561136967964) 2026-01-07T15:23Z [----] followers, [----] engagements "$ODD Seriously Are you trying to force me to buy" [X Link](https://x.com/MontanaMatos/status/2009655533951987732) 2026-01-09T15:56Z [----] followers, [---] engagements "Thread 🧵 $ODD $ZETA $PGY $GRAB $DLO Im testing a simple format: mini investment theses to surface the core insight behind a business. 👉 The full thesis for each company is linked in the last comment. Not to convince but to help you decide whats worth a deeper dive" [X Link](https://x.com/MontanaMatos/status/2009966779993600500) 2026-01-10T12:33Z [----] followers, [----] engagements "ODDITY ( $ODD ) Not just a premium DTC beauty brand. ODDITY is a data + AI + biotech platform applying science to an industry still driven by intuition. 90%+ first-match accuracy lowers returns boosts retention and feeds a closed data loop with a biotech layer the market barely prices in. https://twitter.com/i/web/status/2009966783894114543 https://twitter.com/i/web/status/2009966783894114543" [X Link](https://x.com/MontanaMatos/status/2009966783894114543) 2026-01-10T12:33Z [----] followers, [---] engagements "🚨 $ODD Valued at $2B today. Revenue projected to hit $2B by [----]. The market is pricing the future as if it already failed. Sometimes thats all you need to see" [X Link](https://x.com/MontanaMatos/status/2010315131830648964) 2026-01-11T11:37Z [----] followers, [----] engagements "This is an excellent thread if youre starting to understand $ODD. A great company and a very compelling investment opportunity. $ODD is a severely misunderstood technology company the likes of which I haven't seen since $HIMS at $7 in [----] and Lemonade at $17 in [----]. Here is why $ODD is my highest conviction stock for [----] and beyond . https://t.co/JiDU2G6uyr $ODD is a severely misunderstood technology company the likes of which I haven't seen since $HIMS at $7 in [----] and Lemonade at $17 in [----]. Here is why $ODD is my highest conviction stock for [----] and beyond . https://t.co/JiDU2G6uyr" [X Link](https://x.com/MontanaMatos/status/2012118564199657822) 2026-01-16T11:03Z [----] followers, [---] engagements "You can be right about the stocks you pick but still lose money. Finding great stocks is only half the job. The other half which a lot less investors get right is knowing how to size those stocks in their portfolios. If you get sizing wrong even the best ideas can end up disappointing. However if you get it right even one idea can be enough" [X Link](https://x.com/MontanaMatos/status/2014746836817396198) 2026-01-23T17:07Z [----] followers, [---] engagements "The stock price doesnt reflect that shift at all. $PATH It appears that the majority of stock market investors dont understand UI Path $PATH. The stock is down 81% since IPO. Meanwhile revenue is up [---] times Maestro Orchestration has been unleashed and now developers can build in the Unified Canvas with zero context switching. https://t.co/kv3j5Zaehv It appears that the majority of stock market investors dont understand UI Path $PATH. The stock is down 81% since IPO. Meanwhile revenue is up [---] times Maestro Orchestration has been unleashed and now developers can build in the Unified Canvas" [X Link](https://x.com/MontanaMatos/status/2016178501800362350) 2026-01-27T15:56Z [----] followers, [----] engagements "$PATH down 5% today. The market tests patience before it rewards conviction" [X Link](https://x.com/MontanaMatos/status/2016198662678892615) 2026-01-27T17:16Z [----] followers, [----] engagements "If SpaceX ever goes public I doubt the ticker will be $SPX. Its already tied to the S&P [---]. $ORBIT or $STAR feels far more likely. @elonmusk @SpaceX 😉 JUST IN: 87% chance SpaceX announces an IPO JUST IN: 87% chance SpaceX announces an IPO" [X Link](https://x.com/MontanaMatos/status/2016274452414087373) 2026-01-27T22:17Z [----] followers, [---] engagements "The market still doesnt fully get it. $PATH isnt just another software company. Its about to help enterprises operate at a completely different efficiency level. Im ready for UiPath 2.0" [X Link](https://x.com/MontanaMatos/status/2016289866103853368) 2026-01-27T23:18Z [----] followers, [----] engagements "$LMND is peace of mind in stock form. Id rather DCA this than blindly buy the index" [X Link](https://x.com/MontanaMatos/status/2016292008432685267) 2026-01-27T23:27Z [----] followers, [----] engagements "Extreme pessimism on $HIMS. Revenue up 15x. Margins turned positive. Expansion accelerating. Price barely moved in years. This is how long-term opportunities usually look at the bottom" [X Link](https://x.com/MontanaMatos/status/2016541104926015887) 2026-01-28T15:57Z [----] followers, 26.3K engagements "If it goes through $PATH will no longer be the only pure-play RPA company publicly listed and well gain a new comparable in the automation + enterprise AI space. This is interesting. Automation Anywhere (2nd to $PATH in RPA) is looking at a reverse listing (last valued at $6.8B ) acquiring the publicly traded C3 AI ($1.8B market cap). https://t.co/PMrE9wzvEZ This is interesting. Automation Anywhere (2nd to $PATH in RPA) is looking at a reverse listing (last valued at $6.8B ) acquiring the publicly traded C3 AI ($1.8B market cap). https://t.co/PMrE9wzvEZ" [X Link](https://x.com/MontanaMatos/status/2016585308112855437) 2026-01-28T18:52Z [----] followers, [----] engagements "$PATH is undervalued" [X Link](https://x.com/MontanaMatos/status/2016901109705494814) 2026-01-29T15:47Z [----] followers, [----] engagements "Wild pricing for a business with real revenue and scale. $PATH $Path is trading at $13 a share 🥺 https://t.co/zdFXNBkTo4 $Path is trading at $13 a share 🥺 https://t.co/zdFXNBkTo4" [X Link](https://x.com/MontanaMatos/status/2016960176536883237) 2026-01-29T19:42Z [----] followers, [----] engagements "$DUOL Now Im a Duolingo shareholder. Bought at $134. Irresistible to me" [X Link](https://x.com/MontanaMatos/status/2017252265027891477) 2026-01-30T15:03Z [----] followers, [----] engagements "Insane day buying every single dip on $PATH" [X Link](https://x.com/MontanaMatos/status/2017319130789982259) 2026-01-30T19:28Z [----] followers, [----] engagements "3 stocks in a generational opportunity window 🧠💎 $PATH $DUOL $HIMS Volatility is the entry" [X Link](https://x.com/MontanaMatos/status/2017341186927665359) 2026-01-30T20:56Z [----] followers, [----] engagements "$MSFT and $META CONFIRMED Theyd spend wildly $NBIS has contracts with both $NBIS is SOLD OUT" [X Link](https://x.com/MontanaMatos/status/2017544157468742049) 2026-01-31T10:23Z [----] followers, 23.6K engagements "Just upgraded to Duolingo Max. Take my money $DUOL 💚🦉💸" [X Link](https://x.com/MontanaMatos/status/2017630345600868392) 2026-01-31T16:05Z [----] followers, [----] engagements "Building an agent or even orchestration on your laptop is "easy". Doing it at enterprise scale with security compliance regulation and real accountability is a completely different game. Thats where most fail and exactly where $PATH plays. Here is how I view $PATH right now: Lets be transparent about the bearish points first: [--]. Cannibalization from Claude (Anthropic) other agentic platforms and general AI agents This remains a legitimate risk. Pure LLM based agents can handle certain unstructured or dynamic Here is how I view $PATH right now: Lets be transparent about the bearish points" [X Link](https://x.com/MontanaMatos/status/2018347064560611470) 2026-02-02T15:33Z [----] followers, [----] engagements "Excellent comparison between Moltbooks bottom-up chaos and UiPaths top-down approach. In the enterprise world real disruption will come from those who can orchestrate agents securely not just set them loose. $PATH is positioning itself precisely there. $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network". $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse" [X Link](https://x.com/MontanaMatos/status/2018349846432747820) 2026-02-02T15:44Z [----] followers, [----] engagements "I only own [--] stocks. Concentration isnt a flaw. Its a choice. $PATH $LMND $HIMS $DUOL January portfolio update. Concentrated portfolio. Capital allocation decisions. Conviction first. Link in the comments. https://t.co/TLc45x0RZj January portfolio update. Concentrated portfolio. Capital allocation decisions. Conviction first. Link in the comments. https://t.co/TLc45x0RZj" [X Link](https://x.com/MontanaMatos/status/2018374384839184539) 2026-02-02T17:22Z [----] followers, [----] engagements "Yes. Perfect. $PATH and $DUOL" [X Link](https://x.com/MontanaMatos/status/2018699522445131826) 2026-02-03T14:54Z [----] followers, [----] engagements "$DUOL is now trading at its lowest Forward EV/Sales ever. 4.2x" [X Link](https://x.com/MontanaMatos/status/2018701560595804351) 2026-02-03T15:02Z [----] followers, [----] engagements "Down 77% from highs. Fundamentals keep improving. The bottom is closer than it looks. $DUOL" [X Link](https://x.com/MontanaMatos/status/2018703815982100745) 2026-02-03T15:11Z [----] followers, [----] engagements "Never thought Id see it trading here but here we are. -8.49% day. $5.5B market cap. This is a gift. And Im taking it" [X Link](https://x.com/MontanaMatos/status/2018734138782568713) 2026-02-03T17:11Z [----] followers, 15.1K engagements "🚨 $ODD Valued at $1.8B today. Revenue projected to hit $2B by 2030" [X Link](https://x.com/MontanaMatos/status/2018778191717179809) 2026-02-03T20:06Z [----] followers, [----] engagements "Classic bear market behavior. Strong fundamentals no liquidity. $AMD and many other stocks are falling without a real reason. AMD Q4 Revenue Growth by Category Data Center +39% Client +34% Gaming +50% Embedded +3% $AMD: -4.2% after hours https://t.co/ASWhB1kJsa AMD Q4 Revenue Growth by Category Data Center +39% Client +34% Gaming +50% Embedded +3% $AMD: -4.2% after hours https://t.co/ASWhB1kJsa" [X Link](https://x.com/MontanaMatos/status/2018809525739180126) 2026-02-03T22:11Z [----] followers, [----] engagements "@R1chardMaur1ce Thats not true. The first time I bought $DUOL and opened a position was last week" [X Link](https://x.com/MontanaMatos/status/2018824385646510447) 2026-02-03T23:10Z [----] followers, [---] engagements "This is big. $HIMS moving into cancer detection isnt a feature its a platform move" [X Link](https://x.com/MontanaMatos/status/2019068194531442910) 2026-02-04T15:19Z [----] followers, [----] engagements "@depressed__dill That would be insanely cheap 😳" [X Link](https://x.com/MontanaMatos/status/2019109064626827659) 2026-02-04T18:01Z [----] followers, [--] engagements "In a crazy low-IQ market fundamentals dont matter in the short term. Thats exactly why you build real platforms for the long term. 🧠 $HIMS This is big. $HIMS moving into cancer detection isnt a feature its a platform move. https://t.co/WpNwAhTFFM This is big. $HIMS moving into cancer detection isnt a feature its a platform move. https://t.co/WpNwAhTFFM" [X Link](https://x.com/MontanaMatos/status/2019171665045839991) 2026-02-04T22:10Z [----] followers, [----] engagements "$HIMS will drop -10% when they announce peptides 🙃" [X Link](https://x.com/MontanaMatos/status/2019173060423606576) 2026-02-04T22:15Z [----] followers, 24.1K engagements "@DailyMKTNews $PATH $DUOL $HIMS" [X Link](https://x.com/MontanaMatos/status/2019176265941426231) 2026-02-04T22:28Z [----] followers, [---] engagements "Sentiment changed $HIMS up 10% before the market opens. $HIMS will drop -10% when they announce peptides 🙃 $HIMS will drop -10% when they announce peptides 🙃" [X Link](https://x.com/MontanaMatos/status/2019417186977345588) 2026-02-05T14:25Z [----] followers, [----] engagements "$DUOL FCF per share (LTM) tells the real story. $DUOL This is honestly one of the most beautiful FCF per share (LTM) charts Ive ever seen. Q4 2021: $0.11 Q3 2025: $7.75 https://t.co/cMRMVGocG1 $DUOL This is honestly one of the most beautiful FCF per share (LTM) charts Ive ever seen. Q4 2021: $0.11 Q3 2025: $7.75 https://t.co/cMRMVGocG1" [X Link](https://x.com/MontanaMatos/status/2019456387374309593) 2026-02-05T17:01Z [----] followers, [---] engagements "$HIMS It wasnt today that they announced peptides. But they did announce a Wegovy alternative and the stock is down 3.4%. Yes that totally makes sense 😌 $HIMS will drop -10% when they announce peptides 🙃 $HIMS will drop -10% when they announce peptides 🙃" [X Link](https://x.com/MontanaMatos/status/2019471265002615086) 2026-02-05T18:00Z [----] followers, [----] engagements "$HIMS $HIMS $AMZN $NVO Different Time - Same Pattern 👇 In [----] analysts predicted that $AMZN would be crushed by Barnes & Noble. Jeff Bezos however was busy building the "Everything Store" reinvesting every cent into infrastructure logistics and a customer experience that would https://t.co/fXIAxk4STI $HIMS $AMZN $NVO Different Time - Same Pattern 👇 In [----] analysts predicted that $AMZN would be crushed by Barnes & Noble. Jeff Bezos however was busy building the "Everything Store" reinvesting every cent into infrastructure logistics and a customer experience that would" [X Link](https://x.com/MontanaMatos/status/2019712381073666145) 2026-02-06T09:58Z [----] followers, [---] engagements "The bird will dominate. $DUOL 🔥🟢 $DUOL is down 80%. The bird is dead. Maybe its time to admit that I was wrong https://t.co/qDW69okl23 $DUOL is down 80%. The bird is dead. Maybe its time to admit that I was wrong https://t.co/qDW69okl23" [X Link](https://x.com/MontanaMatos/status/2019844239883223486) 2026-02-06T18:42Z [----] followers, [----] engagements "The agentic era will reshape SaaS. Most companies will be tools. A few will be orchestrators. $PATH is building the control layer. Thats where the asymmetry is" [X Link](https://x.com/MontanaMatos/status/2020153161684550037) 2026-02-07T15:10Z [----] followers, [----] engagements "$DUOL mission: A private tutor for everyone. Fun motivation. Data + AI scale. This is how category-defining companies are built" [X Link](https://x.com/MontanaMatos/status/2020159394718122302) 2026-02-07T15:35Z [----] followers, [----] engagements "@danieldines saw what was coming in [----] and positioned UiPath to capture the opportunity. True orchestration has to be software- and model-agnostic thats the real moat. This is the founder and CEO of $PATH: a visionary billionaire who built a global company starting from Romania. 🤯🔥 ⚠ Microsoft OpenAI Anthropic ServiceNow xAI - they are all launching forms of AI agents and orchestration systems ⚠ AI agents and orchestration is becoming a huge theme for [----]. For this reason I have an EXTREMELY important message to all $PATH shareholders: The amount https://t.co/AUldqEKqZ1 ⚠ Microsoft" [X Link](https://x.com/MontanaMatos/status/2020504498775417005) 2026-02-08T14:26Z [----] followers, [----] engagements "In the new interview released two days ago $DUOL The CEO of Duolingo just shared something powerful in an interview. The UN is using Duolingo in refugee camps to help people learn new languages. This is what technology is supposed to do: give people tools dignity and a real chance to rebuild their lives. 🌍 Real impact. At https://t.co/hdxOS0x3A1 The CEO of Duolingo just shared something powerful in an interview. The UN is using Duolingo in refugee camps to help people learn new languages. This is what technology is supposed to do: give people tools dignity and a real chance to rebuild their" [X Link](https://x.com/MontanaMatos/status/2020532750122410092) 2026-02-08T16:18Z [----] followers, [---] engagements "Why is $WMT trading at 46x P/E [----] forward P/E is 44x So many fascinating growth stories in the market" [X Link](https://x.com/MontanaMatos/status/2020549145438654764) 2026-02-08T17:23Z [----] followers, [----] engagements "If you want to be a good investor you have to have a long-term perspective. You have to be willing to be very patient and wait for the right pitch. And when you get the right pitch you have to be ready to swing hard. You cant just take a little teeny tiny swing. You have to swing with all your might. Charlie Munger https://twitter.com/i/web/status/2020614269562179743 https://twitter.com/i/web/status/2020614269562179743" [X Link](https://x.com/MontanaMatos/status/2020614269562179743) 2026-02-08T21:42Z [----] followers, [---] engagements "@Kafka7invest $HIMS has to deal with regulatory risk thats real and non-trivial. $DUOL doesnt have that overhang at all" [X Link](https://x.com/MontanaMatos/status/2020887242068148492) 2026-02-09T15:47Z [----] followers, [---] engagements "You size up and let time do the work. $PATH 🔥 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks" [X Link](https://x.com/MontanaMatos/status/2020899040322314713) 2026-02-09T16:34Z [----] followers, [----] engagements "The market will always offer fish like this from time to time. Our job is to recognize the asymmetry and take advantage when it shows up. $DUOL $DUOL trading at a EV/FCF of [--] is just ridiculous. FCF has exploded since the launch of ChatGPT. AI is a tailwind not a headwind. https://t.co/yCPB7JmwT2 $DUOL trading at a EV/FCF of [--] is just ridiculous. FCF has exploded since the launch of ChatGPT. AI is a tailwind not a headwind. https://t.co/yCPB7JmwT2" [X Link](https://x.com/MontanaMatos/status/2020967667923116362) 2026-02-09T21:06Z [----] followers, [----] engagements "Consistent EPS growth. $SPOT is executing and I expect this to accelerate long term just like $DUOL. $SPOT (Spotify Technology) #earnings are out: https://t.co/gYdbUQOQu1 $SPOT (Spotify Technology) #earnings are out: https://t.co/gYdbUQOQu1" [X Link](https://x.com/MontanaMatos/status/2021207714106372434) 2026-02-10T13:00Z [----] followers, [----] engagements "@alc2022 $DUOL is next" [X Link](https://x.com/MontanaMatos/status/2021208221289939107) 2026-02-10T13:02Z [----] followers, [---] engagements "Full Deep Dive on $SNAP. Feedback welcome 👇 https://montanamatos.substack.com/p/deep-dive-snap-inc-and-the-binary https://montanamatos.substack.com/p/deep-dive-snap-inc-and-the-binary" [X Link](https://x.com/MontanaMatos/status/2008922563641053497) 2026-01-07T15:23Z [----] followers, [---] engagements "$PGY: Those red debt bars scary WRONG 95% vanishes in [--] days: Banks originate $2.8B Pagaya holds 4% ($112M) for Dodd-Frank ABS/Blue Owl buy everything Debt -95% + $139M fees It's bridge financing NOT permanent debt" [X Link](https://x.com/MontanaMatos/status/2015498774240461145) 2026-01-25T18:55Z [----] followers, [----] engagements "Thats it folks. $HIMS down -10% in a single day. Honestly It makes zero sense. 🤷♂" [X Link](https://x.com/MontanaMatos/status/2017332175637557638) 2026-01-30T20:20Z [----] followers, 36.7K engagements "$PATH Its fallen so much that its hard to see it falling much further. [--] years going sideways 80% down from the highs If markets truly broke this would be one of the safer stocks to own. Everyone who needed to sell already did" [X Link](https://x.com/MontanaMatos/status/2019136386792899046) 2026-02-04T19:50Z [----] followers, [----] engagements "Tremendous buy in my view. Just bought it in a smaller portfolio not the main one. $ODD" [X Link](https://x.com/MontanaMatos/status/2019427498963210591) 2026-02-05T15:06Z [----] followers, [---] engagements "In [--] years Duolingo will just snap its fingers 🫰 New vertical. $DUOL" [X Link](https://x.com/MontanaMatos/status/2019467708727747057) 2026-02-05T17:46Z [----] followers, [----] engagements "BREAKING 🚨 UiPath just acquired WorkFusion strengthening its agentic AI stack for financial services (AML KYC compliance). This is not incremental. This is enterprise AI moving from tools agents. $PATH 🔥" [X Link](https://x.com/MontanaMatos/status/2019795179905974723) 2026-02-06T15:27Z [----] followers, 14.3K engagements "The CEO of Duolingo just shared something powerful in an interview. The UN is using Duolingo in refugee camps to help people learn new languages. This is what technology is supposed to do: give people tools dignity and a real chance to rebuild their lives. 🌍 Real impact. At global scale. $DUOL https://twitter.com/i/web/status/2020532311087817017 https://twitter.com/i/web/status/2020532311087817017" [X Link](https://x.com/MontanaMatos/status/2020532311087817017) 2026-02-08T16:16Z [----] followers, [----] engagements "Does it make sense for $AMZN to trade at 22x [----] forward P/E while $WMT trades at 44x Why is $WMT trading at 46x P/E [----] forward P/E is 44x So many fascinating growth stories in the market https://t.co/3MPL3iR4HZ Why is $WMT trading at 46x P/E [----] forward P/E is 44x So many fascinating growth stories in the market https://t.co/3MPL3iR4HZ" [X Link](https://x.com/MontanaMatos/status/2020550185625989314) 2026-02-08T17:27Z [----] followers, [----] engagements "PINTEREST $PINS EV/Sales at a historic low [---] its never traded this cheap. Is it worth a deeper dive" [X Link](https://x.com/MontanaMatos/status/2020627584128790689) 2026-02-08T22:35Z [----] followers, [----] engagements "There is no real durable bear case for $DUOL" [X Link](https://x.com/MontanaMatos/status/2020881679296999692) 2026-02-09T15:25Z [----] followers, [----] engagements "The data does not support the idea that $DUOL is a business in decline. Revenue growing year over year. Paid subscribers at all-time highs. Free cash flow per share expanding. Daily active users (DAUs) at all-time highs. Monthly active users (MAUs) at all-time highs" [X Link](https://x.com/MontanaMatos/status/2020924595537313968) 2026-02-09T18:15Z [----] followers, [----] engagements "At the moment I have only [--] stocks in my portfolio. $PATH $DUOL $LMND $ODD $HIMS" [X Link](https://x.com/MontanaMatos/status/2020956153920819382) 2026-02-09T20:21Z [----] followers, 14.8K engagements "Guys I only started buying $PATH aggressively in January $DUOL in late January and early February and $ODD in February. I didnt catch that whole drop. I used the pullbacks to build positions. $LMND represented about 70% of my portfolio in [----] and delivered an excellent result. So why do you think Im wrecked 🤣 At the moment I have only [--] stocks in my portfolio. $PATH $DUOL $LMND $ODD $HIMS At the moment I have only [--] stocks in my portfolio. $PATH $DUOL $LMND $ODD $HIMS" [X Link](https://x.com/MontanaMatos/status/2020989454039777683) 2026-02-09T22:33Z [----] followers, [----] engagements "$DUOL is trading at 11.5x FCF. Two businesses with strong FCF growth but $DUOL is still clearly lagging. Im expecting a re-rating 👀 Who TF is paying 35x FCF for $SPOT with 6% revenue growth Please enlighten me https://t.co/XTIMS999I6 Who TF is paying 35x FCF for $SPOT with 6% revenue growth Please enlighten me https://t.co/XTIMS999I6" [X Link](https://x.com/MontanaMatos/status/2021318401759625666) 2026-02-10T20:20Z [----] followers, [---] engagements "People have gone crazy. They dont believe in AI but at the same time think it will destroy every company. Meanwhile companies like $SPOT just keep executing and gaining users. Just a website. Just an app. Owning the rails is what compounds. 💪 b.b.but cant we just vibe code a website How did Shopify have its best quarter ever. BY A MILE $SHOP https://t.co/2kcszLtwFt b.b.but cant we just vibe code a website How did Shopify have its best quarter ever. BY A MILE $SHOP https://t.co/2kcszLtwFt" [X Link](https://x.com/MontanaMatos/status/2021580292759105964) 2026-02-11T13:41Z [----] followers, [----] engagements "Just automation they say. 😂 $PATH People have gone crazy. They dont believe in AI but at the same time think it will destroy every company. Meanwhile companies like $SPOT just keep executing and gaining users. Just a website. Just an app. Owning the rails is what compounds. 💪 People have gone crazy. They dont believe in AI but at the same time think it will destroy every company. Meanwhile companies like $SPOT just keep executing and gaining users. Just a website. Just an app. Owning the rails is what compounds. 💪" [X Link](https://x.com/MontanaMatos/status/2021581356728242627) 2026-02-11T13:45Z [----] followers, [----] engagements "Theyre becoming a commodity. $PATH says thank you. JUST IN: OpenAI projects a $14 billion loss in [----]. https://t.co/XYgAXJ8fOf JUST IN: OpenAI projects a $14 billion loss in [----]. https://t.co/XYgAXJ8fOf" [X Link](https://x.com/MontanaMatos/status/2021581811432734923) 2026-02-11T13:47Z [----] followers, 10K engagements "@remarks $PATH will benefit massively from this" [X Link](https://x.com/MontanaMatos/status/2021582020699115577) 2026-02-11T13:48Z [----] followers, [----] engagements "😉😂 $PATH Theyre becoming a commodity. $PATH says thank you. Theyre becoming a commodity. $PATH says thank you" [X Link](https://x.com/MontanaMatos/status/2021582169567637807) 2026-02-11T13:48Z [----] followers, [----] engagements "OPPORTUNITY ALERT 🚨 $PATH $12.00" [X Link](https://x.com/MontanaMatos/status/2021603119629578720) 2026-02-11T15:11Z [----] followers, [----] engagements "Down 10% in a day. Nothing changed fundamentally. 🧠 $PATH $DUOL" [X Link](https://x.com/MontanaMatos/status/2021631674363392074) 2026-02-11T17:05Z [----] followers, [----] engagements "Watch the $SPOT earnings call. Its a masterclass. Very good listen. 🎧" [X Link](https://x.com/MontanaMatos/status/2021679148381409380) 2026-02-11T20:14Z [----] followers, [---] engagements "@JM_Investment0 and $PATH" [X Link](https://x.com/MontanaMatos/status/2022030667035685093) 2026-02-12T19:30Z [----] followers, [---] engagements "@JM_Investment0 Do you have the chart for $PATH Where do you see the bottom" [X Link](https://x.com/MontanaMatos/status/2022038289478492614) 2026-02-12T20:01Z [----] followers, [---] engagements "$DUOL is one of the most misunderstood businesses in the market today. Its playful design and viral branding make many investors dismiss it as a gimmick not a serious education platform. That shallow read fuels most bear cases: It cant really teach. Education is shrinking. AI will replace it. Growth has peaked. None of those engage with how the business actually works. There is no real durable bear case for $DUOL. There is no real durable bear case for $DUOL" [X Link](https://x.com/MontanaMatos/status/2020904257776484814) 2026-02-09T16:54Z [----] followers, [----] engagements "🏗 Legacy insurers cant compete To match Lemonade they'd need to: Rebuild everything Fire thousands Hire AI engineers Change their culture They wont. $LMND has the tech talent and culture to scale without headcount" [X Link](https://x.com/anyuser/status/1937165193940750691) 2025-06-23T15:05Z [----] followers, [---] engagements "📱 Whos buying Lemonade $LMND Millennials Gen Z Digital natives who want clean UX ethics and instant results These people are just getting started: Buying homes starting families opening businesses. And Lemonade is natively positioned to serve them" [X Link](https://x.com/anyuser/status/1937165344243871751) 2025-06-23T15:06Z [----] followers, [---] engagements "🚨 Rumor: Government planning a pilot to cover GLP1s under Medicare/Medicaid. 📌 Facts: Only GLP1s for weight loss nothing else. Starts [------]. $HIMS is much more than GLP1 and runs a cashpay model outside CMS. If the market panics its just short-term noise. The $HIMS thesis remains intact. ✅" [X Link](https://x.com/anyuser/status/1951244036154728747) 2025-08-01T11:30Z [----] followers, [----] engagements "fundamentals and sentiment are lining up for a squeeze. $LMND 🍋 Being short $LMND is suicidal. [--]. Rev growth drastically accelerating in Q3 [--]. Becoming EBITDA profitable soon [--]. Fair value is 4x higher at $190 today (based on my [--] year model at a 15% discount rate) [--]. No resistance above $53-$54 a share [--]. 30% of the float is currently Being short $LMND is suicidal. [--]. Rev growth drastically accelerating in Q3 [--]. Becoming EBITDA profitable soon [--]. Fair value is 4x higher at $190 today (based on my [--] year model at a 15% discount rate) [--]. No resistance above $53-$54 a share [--]. 30% of the" [X Link](https://x.com/anyuser/status/1954967482755695011) 2025-08-11T18:05Z [----] followers, [----] engagements "Its happening. ✅ $LMND Does Statefarm's new billboards attacking Lemonade remind you of anything $LMND https://t.co/usAbxqv6aY Does Statefarm's new billboards attacking Lemonade remind you of anything $LMND https://t.co/usAbxqv6aY" [X Link](https://x.com/anyuser/status/1959715366214734083) 2025-08-24T20:32Z [----] followers, [----] engagements "$LMND People we have the opportunity to add before earnings after that it will most likely go up. 🚀 As long as theres no news its actually a good moment to accumulate. 📉➡📈" [X Link](https://x.com/anyuser/status/1962833904823324801) 2025-09-02T11:04Z [----] followers, [----] engagements "Interesting setup. $FVRR $FVRR generates over $100M in FCF per year Their enterprise value is $610M Is now a good entry point https://t.co/Qfp7tR5WQq $FVRR generates over $100M in FCF per year Their enterprise value is $610M Is now a good entry point https://t.co/Qfp7tR5WQq" [X Link](https://x.com/MontanaMatos/status/2008965341007802610) 2026-01-07T18:13Z [----] followers, [----] engagements "$DUOL This is honestly one of the most beautiful FCF per share (LTM) charts Ive ever seen. Q4 2021: $0.11 Q3 2025: $7.75" [X Link](https://x.com/MontanaMatos/status/2019454648273277283) 2026-02-05T16:54Z [----] followers, [----] engagements "$DUOL WHY DUOLINGO IS ONE OF THE BEST OPPORTUNITIES IN THE MARKET IN [--] MINUTES New article is live. Its completely free and linked in the comments. 👇 If you find the work useful feel free to share 🤝" [X Link](https://x.com/MontanaMatos/status/2020946368475562109) 2026-02-09T19:42Z [----] followers, [----] engagements "$REAX is trading at its lowest P/S ratio ever. [----] The company is valued at just $590M" [X Link](https://x.com/MontanaMatos/status/2021957607637049817) 2026-02-12T14:40Z [----] followers, [---] engagements "This valuation is insane $380B. Meanwhile $PATH is sitting at just $6B A lot of road ahead. 👀 *ANTHROPIC FINALIZES $30 BILLION FUNDING AT $380 BILLION VALUE https://t.co/d7GzU5n8O5 *ANTHROPIC FINALIZES $30 BILLION FUNDING AT $380 BILLION VALUE https://t.co/d7GzU5n8O5" [X Link](https://x.com/MontanaMatos/status/2022455773280743490) 2026-02-13T23:40Z [----] followers, [----] engagements "$PATH 33% CAGR since [----]. Nearly $1B in subscription revenue. Almost $2B in ARR. imagine what happens when autonomous agents start orchestrating end-to-end workflows inside enterprises. The next phase could be much bigger 👀🚀 $PATH subscription revenue has a 33% CAGR since [----] Is RPA really a dying business Looks great here https://t.co/qRH2aoYIXx $PATH subscription revenue has a 33% CAGR since [----] Is RPA really a dying business Looks great here https://t.co/qRH2aoYIXx" [X Link](https://x.com/MontanaMatos/status/2022618173695025444) 2026-02-14T10:25Z [----] followers, [----] engagements "Just an app they say. 😂 $DUOL People have gone crazy. They dont believe in AI but at the same time think it will destroy every company. Meanwhile companies like $SPOT just keep executing and gaining users. Just a website. Just an app. Owning the rails is what compounds. 💪 People have gone crazy. They dont believe in AI but at the same time think it will destroy every company. Meanwhile companies like $SPOT just keep executing and gaining users. Just a website. Just an app. Owning the rails is what compounds. 💪" [X Link](https://x.com/MontanaMatos/status/2021580583529287822) 2026-02-11T13:42Z [----] followers, [---] engagements "Yesterday left me without internet for [--] hours. What happened in Portugal and Spain really got me thinking about $ASTS" [X Link](https://x.com/anyuser/status/1917119799332634773) 2025-04-29T07:32Z [----] followers, [---] engagements "🌍 TAM = $7.5 Trillion $LMND Lemonade can launch: Pet Life Renters Auto Bike Electronics Freelancers And markets we havent imagined yet Its Amazon in early-stage insurance" [X Link](https://x.com/anyuser/status/1937165196503523510) 2025-06-23T15:05Z [----] followers, [---] engagements "🤖 AI isn't a feature. It's the core. Every claim customer and interaction trains the system. Traditional insurers update risk models once a year. $LMND learns daily. Thats a compounding moat most people cant even see" [X Link](https://x.com/anyuser/status/1937165199200710686) 2025-06-23T15:05Z [----] followers, [---] engagements "📢 My take on $OSCR: One of the key risks in the thesis was potential cuts to ACA subsidies. But if the US government is willing to subsidize expensive GLP1 drugs under Medicare/Medicaid it signals a trend toward more healthcare spending not less. Bullish for Oscar Health. ✅" [X Link](https://x.com/anyuser/status/1951263562522828880) 2025-08-01T12:47Z [----] followers, [----] engagements "$LMND Personally I find this managements patience fascinating. Its not just about scaling fastits about scaling in the most efficient way possible. As they themselves put it Auto is a wild horseyou need to roll it out state by state collect high-quality data and train the Lemonade machine to predict risks with precision driving the Gross Loss Ratio lower over time. Five years from now Lemonade might very well expand to another continent. But for now the priority is clear: dominate the US market and accelerate in Europe. Thats the foundation that will prepare Lemonade for a global leap" [X Link](https://x.com/anyuser/status/1953083175489372259) 2025-08-06T13:18Z [----] followers, [----] engagements "Contrarian investments are the most rewarding. 🍋❤ $LMND" [X Link](https://x.com/anyuser/status/1955975298320605187) 2025-08-14T12:50Z [----] followers, [----] engagements "$7.4T sitting in money market funds. 94% probability of a Fed rate cut next month. The moment cash starts moving prices wont wait for you" [X Link](https://x.com/anyuser/status/1956482958417711412) 2025-08-15T22:27Z [----] followers, [----] engagements "$ROOT The 0.7x P/S multiple really stands out here. Hard to ignore given the growth and profitability inflection. $ROOT is now: - Under $1B market cap & 0.7x P/S - Already GAAP profitable (excl. a one-off last quarter) - Accelerating growth Pick basically any ratio compare with another auto insurer and look what $ROOT would be worth at the same ratio Theres nearly always 2x upside $ROOT is now: - Under $1B market cap & 0.7x P/S - Already GAAP profitable (excl. a one-off last quarter) - Accelerating growth Pick basically any ratio compare with another auto insurer and look what $ROOT would be" [X Link](https://x.com/MontanaMatos/status/2016589925752156251) 2026-01-28T19:11Z [----] followers, [----] engagements "New $PATH video just dropped Build and deploy agentic automations the unified way. https://www.youtube.com/watchv=xpBc1vFhPAo https://www.youtube.com/watchv=xpBc1vFhPAo" [X Link](https://x.com/MontanaMatos/status/2021612526585147832) 2026-02-11T15:49Z [----] followers, [----] engagements "If I cant explain a company to a child I probably dont understand it well enough to invest in it. So I ran a simple test on $PATH. No jargon. No hype. No magical promises. Just [--] questions: What does the company do Why can it grow Where could I be wrong If I cant answer those clearly I shouldnt invest. I wrote the full breakdown. Its free. Link in the comments. https://twitter.com/i/web/status/2022022588155724154 https://twitter.com/i/web/status/2022022588155724154" [X Link](https://x.com/MontanaMatos/status/2022022588155724154) 2026-02-12T18:58Z [----] followers, [----] engagements "Huge hire for $DUOL 👀 New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h" [X Link](https://x.com/MontanaMatos/status/2022378087019655255) 2026-02-13T18:31Z [----] followers, [---] engagements "🚨 BREAKING HEAVY SHORTS IN UIPATH ( $PATH ) maintains short interest at 18% of free float and 75.8M shares sold short. UiPath short interest rose from 13.5% to 18.14% in [--] months https://fintel.io/ss/us/path https://fintel.io/ss/us/path" [X Link](https://x.com/MontanaMatos/status/2021558564133941371) 2026-02-11T12:14Z [----] followers, 13K engagements "$PATH below a $6B market cap" [X Link](https://x.com/MontanaMatos/status/2021991595789410327) 2026-02-12T16:55Z [----] followers, [---] engagements "$PATH Explaining the business as if I were talking to a child. If I cant explain a company to a child I probably dont understand it well enough to invest in it. So I ran a simple test on $PATH. No jargon. No hype. No magical promises. Just [--] questions: What does the company do Why can it grow Where could I be wrong If I cant https://t.co/LKNc0g0bOJ If I cant explain a company to a child I probably dont understand it well enough to invest in it. So I ran a simple test on $PATH. No jargon. No hype. No magical promises. Just [--] questions: What does the company do Why can it grow Where could I be" [X Link](https://x.com/MontanaMatos/status/2022023515755733355) 2026-02-12T19:02Z [----] followers, [----] engagements "@CGInvesting10 Take advantage of $PATH at $11👀" [X Link](https://x.com/MontanaMatos/status/2022379057539928327) 2026-02-13T18:35Z [----] followers, [---] engagements "$PATH is in a phenomenal position to make a lot of money. Automation is still in the early innings. AI agents are accelerating adoption. Enterprises are desperate for efficiency. $PATH its positioning itself at the center of the next productivity wave. 🚀" [X Link](https://x.com/MontanaMatos/status/2022630678773518650) 2026-02-14T11:15Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MontanaMatos Montana Matos
Montana Matos posts on X about $path, $duol, ai, $hims the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] -43%
- [--] Month [-------] +45%
- [--] Months [---------] +1,176%
- [--] Year [---------] +591,199%
Mentions: [--] #
- [--] Week [--] -43%
- [--] Month [---] +22%
- [--] Months [---] +307%
- [--] Year [---] +18,825%
Followers: [-----] #
- [--] Week [-----] +3.10%
- [--] Month [-----] +31%
- [--] Months [-----] +277%
- [--] Year [-----] +4,250%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 90.65% finance 24.3% technology brands 16.82% cryptocurrencies 1.87% celebrities 1.87% countries 1.87% social networks 0.93%
Social topic influence $path #6, $duol #90, ai 14.95%, $hims #356, $lmnd #64, in the 9.35%, $odd #20, stocks 6.54%, business 5.61%, $spot 5.61%
Top accounts mentioned or mentioned by @kafka7invest @jminvestment0 @elonmusk @spacex @r1chardmaur1ce @depresseddill @dailymktnews @danieldines @alc2022 @remarks @cginvesting10 @ahura2025 @jm_investment0 @gannoncapital @wildreamz @rodrigotomascc @heche35 @nikoliasgoninus @the3rdreginald @jasonjh1319
Top assets mentioned UiPath, Inc. (PATH) Duolingo, Inc. (DUOL) Hims & Hers Health, Inc. (HIMS) Lemonade, Inc. (LMND) ODDITY Tech Ltd (ODD) Spotify Technology (SPOT) Snap, Inc. (SNAP) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Amazon.com, Inc. (AMZN) Walmart, Inc. (WMT) Grab Holdings Limited Class A Ordinary Shares (GRAB) ZetaChain (ZETA) DLocal Limited (DLO) SPX6900 (SPX) Starbase (STAR) Microsoft Corp. (MSFT) Metadium (META) Nebius Group N.V. Class A Ordinary Shares (NBIS) Advanced Micro Devices (AMD) Novo-Nordisk (NVO) Noble Corporation (NE) ServiceNow Inc (NOW)
Top Social Posts
Top posts by engagements in the last [--] hours
"Deep dive on $SNAP. The work speaks for itself. Link in comments 👇"
X Link 2026-01-07T15:23Z [----] followers, [----] engagements
"$ODD Seriously Are you trying to force me to buy"
X Link 2026-01-09T15:56Z [----] followers, [---] engagements
"Thread 🧵 $ODD $ZETA $PGY $GRAB $DLO Im testing a simple format: mini investment theses to surface the core insight behind a business. 👉 The full thesis for each company is linked in the last comment. Not to convince but to help you decide whats worth a deeper dive"
X Link 2026-01-10T12:33Z [----] followers, [----] engagements
"ODDITY ( $ODD ) Not just a premium DTC beauty brand. ODDITY is a data + AI + biotech platform applying science to an industry still driven by intuition. 90%+ first-match accuracy lowers returns boosts retention and feeds a closed data loop with a biotech layer the market barely prices in. https://twitter.com/i/web/status/2009966783894114543 https://twitter.com/i/web/status/2009966783894114543"
X Link 2026-01-10T12:33Z [----] followers, [---] engagements
"🚨 $ODD Valued at $2B today. Revenue projected to hit $2B by [----]. The market is pricing the future as if it already failed. Sometimes thats all you need to see"
X Link 2026-01-11T11:37Z [----] followers, [----] engagements
"This is an excellent thread if youre starting to understand $ODD. A great company and a very compelling investment opportunity. $ODD is a severely misunderstood technology company the likes of which I haven't seen since $HIMS at $7 in [----] and Lemonade at $17 in [----]. Here is why $ODD is my highest conviction stock for [----] and beyond . https://t.co/JiDU2G6uyr $ODD is a severely misunderstood technology company the likes of which I haven't seen since $HIMS at $7 in [----] and Lemonade at $17 in [----]. Here is why $ODD is my highest conviction stock for [----] and beyond . https://t.co/JiDU2G6uyr"
X Link 2026-01-16T11:03Z [----] followers, [---] engagements
"You can be right about the stocks you pick but still lose money. Finding great stocks is only half the job. The other half which a lot less investors get right is knowing how to size those stocks in their portfolios. If you get sizing wrong even the best ideas can end up disappointing. However if you get it right even one idea can be enough"
X Link 2026-01-23T17:07Z [----] followers, [---] engagements
"The stock price doesnt reflect that shift at all. $PATH It appears that the majority of stock market investors dont understand UI Path $PATH. The stock is down 81% since IPO. Meanwhile revenue is up [---] times Maestro Orchestration has been unleashed and now developers can build in the Unified Canvas with zero context switching. https://t.co/kv3j5Zaehv It appears that the majority of stock market investors dont understand UI Path $PATH. The stock is down 81% since IPO. Meanwhile revenue is up [---] times Maestro Orchestration has been unleashed and now developers can build in the Unified Canvas"
X Link 2026-01-27T15:56Z [----] followers, [----] engagements
"$PATH down 5% today. The market tests patience before it rewards conviction"
X Link 2026-01-27T17:16Z [----] followers, [----] engagements
"If SpaceX ever goes public I doubt the ticker will be $SPX. Its already tied to the S&P [---]. $ORBIT or $STAR feels far more likely. @elonmusk @SpaceX 😉 JUST IN: 87% chance SpaceX announces an IPO JUST IN: 87% chance SpaceX announces an IPO"
X Link 2026-01-27T22:17Z [----] followers, [---] engagements
"The market still doesnt fully get it. $PATH isnt just another software company. Its about to help enterprises operate at a completely different efficiency level. Im ready for UiPath 2.0"
X Link 2026-01-27T23:18Z [----] followers, [----] engagements
"$LMND is peace of mind in stock form. Id rather DCA this than blindly buy the index"
X Link 2026-01-27T23:27Z [----] followers, [----] engagements
"Extreme pessimism on $HIMS. Revenue up 15x. Margins turned positive. Expansion accelerating. Price barely moved in years. This is how long-term opportunities usually look at the bottom"
X Link 2026-01-28T15:57Z [----] followers, 26.3K engagements
"If it goes through $PATH will no longer be the only pure-play RPA company publicly listed and well gain a new comparable in the automation + enterprise AI space. This is interesting. Automation Anywhere (2nd to $PATH in RPA) is looking at a reverse listing (last valued at $6.8B ) acquiring the publicly traded C3 AI ($1.8B market cap). https://t.co/PMrE9wzvEZ This is interesting. Automation Anywhere (2nd to $PATH in RPA) is looking at a reverse listing (last valued at $6.8B ) acquiring the publicly traded C3 AI ($1.8B market cap). https://t.co/PMrE9wzvEZ"
X Link 2026-01-28T18:52Z [----] followers, [----] engagements
"$PATH is undervalued"
X Link 2026-01-29T15:47Z [----] followers, [----] engagements
"Wild pricing for a business with real revenue and scale. $PATH $Path is trading at $13 a share 🥺 https://t.co/zdFXNBkTo4 $Path is trading at $13 a share 🥺 https://t.co/zdFXNBkTo4"
X Link 2026-01-29T19:42Z [----] followers, [----] engagements
"$DUOL Now Im a Duolingo shareholder. Bought at $134. Irresistible to me"
X Link 2026-01-30T15:03Z [----] followers, [----] engagements
"Insane day buying every single dip on $PATH"
X Link 2026-01-30T19:28Z [----] followers, [----] engagements
"3 stocks in a generational opportunity window 🧠💎 $PATH $DUOL $HIMS Volatility is the entry"
X Link 2026-01-30T20:56Z [----] followers, [----] engagements
"$MSFT and $META CONFIRMED Theyd spend wildly $NBIS has contracts with both $NBIS is SOLD OUT"
X Link 2026-01-31T10:23Z [----] followers, 23.6K engagements
"Just upgraded to Duolingo Max. Take my money $DUOL 💚🦉💸"
X Link 2026-01-31T16:05Z [----] followers, [----] engagements
"Building an agent or even orchestration on your laptop is "easy". Doing it at enterprise scale with security compliance regulation and real accountability is a completely different game. Thats where most fail and exactly where $PATH plays. Here is how I view $PATH right now: Lets be transparent about the bearish points first: [--]. Cannibalization from Claude (Anthropic) other agentic platforms and general AI agents This remains a legitimate risk. Pure LLM based agents can handle certain unstructured or dynamic Here is how I view $PATH right now: Lets be transparent about the bearish points"
X Link 2026-02-02T15:33Z [----] followers, [----] engagements
"Excellent comparison between Moltbooks bottom-up chaos and UiPaths top-down approach. In the enterprise world real disruption will come from those who can orchestrate agents securely not just set them loose. $PATH is positioning itself precisely there. $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network". $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse"
X Link 2026-02-02T15:44Z [----] followers, [----] engagements
"I only own [--] stocks. Concentration isnt a flaw. Its a choice. $PATH $LMND $HIMS $DUOL January portfolio update. Concentrated portfolio. Capital allocation decisions. Conviction first. Link in the comments. https://t.co/TLc45x0RZj January portfolio update. Concentrated portfolio. Capital allocation decisions. Conviction first. Link in the comments. https://t.co/TLc45x0RZj"
X Link 2026-02-02T17:22Z [----] followers, [----] engagements
"Yes. Perfect. $PATH and $DUOL"
X Link 2026-02-03T14:54Z [----] followers, [----] engagements
"$DUOL is now trading at its lowest Forward EV/Sales ever. 4.2x"
X Link 2026-02-03T15:02Z [----] followers, [----] engagements
"Down 77% from highs. Fundamentals keep improving. The bottom is closer than it looks. $DUOL"
X Link 2026-02-03T15:11Z [----] followers, [----] engagements
"Never thought Id see it trading here but here we are. -8.49% day. $5.5B market cap. This is a gift. And Im taking it"
X Link 2026-02-03T17:11Z [----] followers, 15.1K engagements
"🚨 $ODD Valued at $1.8B today. Revenue projected to hit $2B by 2030"
X Link 2026-02-03T20:06Z [----] followers, [----] engagements
"Classic bear market behavior. Strong fundamentals no liquidity. $AMD and many other stocks are falling without a real reason. AMD Q4 Revenue Growth by Category Data Center +39% Client +34% Gaming +50% Embedded +3% $AMD: -4.2% after hours https://t.co/ASWhB1kJsa AMD Q4 Revenue Growth by Category Data Center +39% Client +34% Gaming +50% Embedded +3% $AMD: -4.2% after hours https://t.co/ASWhB1kJsa"
X Link 2026-02-03T22:11Z [----] followers, [----] engagements
"@R1chardMaur1ce Thats not true. The first time I bought $DUOL and opened a position was last week"
X Link 2026-02-03T23:10Z [----] followers, [---] engagements
"This is big. $HIMS moving into cancer detection isnt a feature its a platform move"
X Link 2026-02-04T15:19Z [----] followers, [----] engagements
"@depressed__dill That would be insanely cheap 😳"
X Link 2026-02-04T18:01Z [----] followers, [--] engagements
"In a crazy low-IQ market fundamentals dont matter in the short term. Thats exactly why you build real platforms for the long term. 🧠 $HIMS This is big. $HIMS moving into cancer detection isnt a feature its a platform move. https://t.co/WpNwAhTFFM This is big. $HIMS moving into cancer detection isnt a feature its a platform move. https://t.co/WpNwAhTFFM"
X Link 2026-02-04T22:10Z [----] followers, [----] engagements
"$HIMS will drop -10% when they announce peptides 🙃"
X Link 2026-02-04T22:15Z [----] followers, 24.1K engagements
"@DailyMKTNews $PATH $DUOL $HIMS"
X Link 2026-02-04T22:28Z [----] followers, [---] engagements
"Sentiment changed $HIMS up 10% before the market opens. $HIMS will drop -10% when they announce peptides 🙃 $HIMS will drop -10% when they announce peptides 🙃"
X Link 2026-02-05T14:25Z [----] followers, [----] engagements
"$DUOL FCF per share (LTM) tells the real story. $DUOL This is honestly one of the most beautiful FCF per share (LTM) charts Ive ever seen. Q4 2021: $0.11 Q3 2025: $7.75 https://t.co/cMRMVGocG1 $DUOL This is honestly one of the most beautiful FCF per share (LTM) charts Ive ever seen. Q4 2021: $0.11 Q3 2025: $7.75 https://t.co/cMRMVGocG1"
X Link 2026-02-05T17:01Z [----] followers, [---] engagements
"$HIMS It wasnt today that they announced peptides. But they did announce a Wegovy alternative and the stock is down 3.4%. Yes that totally makes sense 😌 $HIMS will drop -10% when they announce peptides 🙃 $HIMS will drop -10% when they announce peptides 🙃"
X Link 2026-02-05T18:00Z [----] followers, [----] engagements
"$HIMS $HIMS $AMZN $NVO Different Time - Same Pattern 👇 In [----] analysts predicted that $AMZN would be crushed by Barnes & Noble. Jeff Bezos however was busy building the "Everything Store" reinvesting every cent into infrastructure logistics and a customer experience that would https://t.co/fXIAxk4STI $HIMS $AMZN $NVO Different Time - Same Pattern 👇 In [----] analysts predicted that $AMZN would be crushed by Barnes & Noble. Jeff Bezos however was busy building the "Everything Store" reinvesting every cent into infrastructure logistics and a customer experience that would"
X Link 2026-02-06T09:58Z [----] followers, [---] engagements
"The bird will dominate. $DUOL 🔥🟢 $DUOL is down 80%. The bird is dead. Maybe its time to admit that I was wrong https://t.co/qDW69okl23 $DUOL is down 80%. The bird is dead. Maybe its time to admit that I was wrong https://t.co/qDW69okl23"
X Link 2026-02-06T18:42Z [----] followers, [----] engagements
"The agentic era will reshape SaaS. Most companies will be tools. A few will be orchestrators. $PATH is building the control layer. Thats where the asymmetry is"
X Link 2026-02-07T15:10Z [----] followers, [----] engagements
"$DUOL mission: A private tutor for everyone. Fun motivation. Data + AI scale. This is how category-defining companies are built"
X Link 2026-02-07T15:35Z [----] followers, [----] engagements
"@danieldines saw what was coming in [----] and positioned UiPath to capture the opportunity. True orchestration has to be software- and model-agnostic thats the real moat. This is the founder and CEO of $PATH: a visionary billionaire who built a global company starting from Romania. 🤯🔥 ⚠ Microsoft OpenAI Anthropic ServiceNow xAI - they are all launching forms of AI agents and orchestration systems ⚠ AI agents and orchestration is becoming a huge theme for [----]. For this reason I have an EXTREMELY important message to all $PATH shareholders: The amount https://t.co/AUldqEKqZ1 ⚠ Microsoft"
X Link 2026-02-08T14:26Z [----] followers, [----] engagements
"In the new interview released two days ago $DUOL The CEO of Duolingo just shared something powerful in an interview. The UN is using Duolingo in refugee camps to help people learn new languages. This is what technology is supposed to do: give people tools dignity and a real chance to rebuild their lives. 🌍 Real impact. At https://t.co/hdxOS0x3A1 The CEO of Duolingo just shared something powerful in an interview. The UN is using Duolingo in refugee camps to help people learn new languages. This is what technology is supposed to do: give people tools dignity and a real chance to rebuild their"
X Link 2026-02-08T16:18Z [----] followers, [---] engagements
"Why is $WMT trading at 46x P/E [----] forward P/E is 44x So many fascinating growth stories in the market"
X Link 2026-02-08T17:23Z [----] followers, [----] engagements
"If you want to be a good investor you have to have a long-term perspective. You have to be willing to be very patient and wait for the right pitch. And when you get the right pitch you have to be ready to swing hard. You cant just take a little teeny tiny swing. You have to swing with all your might. Charlie Munger https://twitter.com/i/web/status/2020614269562179743 https://twitter.com/i/web/status/2020614269562179743"
X Link 2026-02-08T21:42Z [----] followers, [---] engagements
"@Kafka7invest $HIMS has to deal with regulatory risk thats real and non-trivial. $DUOL doesnt have that overhang at all"
X Link 2026-02-09T15:47Z [----] followers, [---] engagements
"You size up and let time do the work. $PATH 🔥 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks"
X Link 2026-02-09T16:34Z [----] followers, [----] engagements
"The market will always offer fish like this from time to time. Our job is to recognize the asymmetry and take advantage when it shows up. $DUOL $DUOL trading at a EV/FCF of [--] is just ridiculous. FCF has exploded since the launch of ChatGPT. AI is a tailwind not a headwind. https://t.co/yCPB7JmwT2 $DUOL trading at a EV/FCF of [--] is just ridiculous. FCF has exploded since the launch of ChatGPT. AI is a tailwind not a headwind. https://t.co/yCPB7JmwT2"
X Link 2026-02-09T21:06Z [----] followers, [----] engagements
"Consistent EPS growth. $SPOT is executing and I expect this to accelerate long term just like $DUOL. $SPOT (Spotify Technology) #earnings are out: https://t.co/gYdbUQOQu1 $SPOT (Spotify Technology) #earnings are out: https://t.co/gYdbUQOQu1"
X Link 2026-02-10T13:00Z [----] followers, [----] engagements
"@alc2022 $DUOL is next"
X Link 2026-02-10T13:02Z [----] followers, [---] engagements
"Full Deep Dive on $SNAP. Feedback welcome 👇 https://montanamatos.substack.com/p/deep-dive-snap-inc-and-the-binary https://montanamatos.substack.com/p/deep-dive-snap-inc-and-the-binary"
X Link 2026-01-07T15:23Z [----] followers, [---] engagements
"$PGY: Those red debt bars scary WRONG 95% vanishes in [--] days: Banks originate $2.8B Pagaya holds 4% ($112M) for Dodd-Frank ABS/Blue Owl buy everything Debt -95% + $139M fees It's bridge financing NOT permanent debt"
X Link 2026-01-25T18:55Z [----] followers, [----] engagements
"Thats it folks. $HIMS down -10% in a single day. Honestly It makes zero sense. 🤷♂"
X Link 2026-01-30T20:20Z [----] followers, 36.7K engagements
"$PATH Its fallen so much that its hard to see it falling much further. [--] years going sideways 80% down from the highs If markets truly broke this would be one of the safer stocks to own. Everyone who needed to sell already did"
X Link 2026-02-04T19:50Z [----] followers, [----] engagements
"Tremendous buy in my view. Just bought it in a smaller portfolio not the main one. $ODD"
X Link 2026-02-05T15:06Z [----] followers, [---] engagements
"In [--] years Duolingo will just snap its fingers 🫰 New vertical. $DUOL"
X Link 2026-02-05T17:46Z [----] followers, [----] engagements
"BREAKING 🚨 UiPath just acquired WorkFusion strengthening its agentic AI stack for financial services (AML KYC compliance). This is not incremental. This is enterprise AI moving from tools agents. $PATH 🔥"
X Link 2026-02-06T15:27Z [----] followers, 14.3K engagements
"The CEO of Duolingo just shared something powerful in an interview. The UN is using Duolingo in refugee camps to help people learn new languages. This is what technology is supposed to do: give people tools dignity and a real chance to rebuild their lives. 🌍 Real impact. At global scale. $DUOL https://twitter.com/i/web/status/2020532311087817017 https://twitter.com/i/web/status/2020532311087817017"
X Link 2026-02-08T16:16Z [----] followers, [----] engagements
"Does it make sense for $AMZN to trade at 22x [----] forward P/E while $WMT trades at 44x Why is $WMT trading at 46x P/E [----] forward P/E is 44x So many fascinating growth stories in the market https://t.co/3MPL3iR4HZ Why is $WMT trading at 46x P/E [----] forward P/E is 44x So many fascinating growth stories in the market https://t.co/3MPL3iR4HZ"
X Link 2026-02-08T17:27Z [----] followers, [----] engagements
"PINTEREST $PINS EV/Sales at a historic low [---] its never traded this cheap. Is it worth a deeper dive"
X Link 2026-02-08T22:35Z [----] followers, [----] engagements
"There is no real durable bear case for $DUOL"
X Link 2026-02-09T15:25Z [----] followers, [----] engagements
"The data does not support the idea that $DUOL is a business in decline. Revenue growing year over year. Paid subscribers at all-time highs. Free cash flow per share expanding. Daily active users (DAUs) at all-time highs. Monthly active users (MAUs) at all-time highs"
X Link 2026-02-09T18:15Z [----] followers, [----] engagements
"At the moment I have only [--] stocks in my portfolio. $PATH $DUOL $LMND $ODD $HIMS"
X Link 2026-02-09T20:21Z [----] followers, 14.8K engagements
"Guys I only started buying $PATH aggressively in January $DUOL in late January and early February and $ODD in February. I didnt catch that whole drop. I used the pullbacks to build positions. $LMND represented about 70% of my portfolio in [----] and delivered an excellent result. So why do you think Im wrecked 🤣 At the moment I have only [--] stocks in my portfolio. $PATH $DUOL $LMND $ODD $HIMS At the moment I have only [--] stocks in my portfolio. $PATH $DUOL $LMND $ODD $HIMS"
X Link 2026-02-09T22:33Z [----] followers, [----] engagements
"$DUOL is trading at 11.5x FCF. Two businesses with strong FCF growth but $DUOL is still clearly lagging. Im expecting a re-rating 👀 Who TF is paying 35x FCF for $SPOT with 6% revenue growth Please enlighten me https://t.co/XTIMS999I6 Who TF is paying 35x FCF for $SPOT with 6% revenue growth Please enlighten me https://t.co/XTIMS999I6"
X Link 2026-02-10T20:20Z [----] followers, [---] engagements
"People have gone crazy. They dont believe in AI but at the same time think it will destroy every company. Meanwhile companies like $SPOT just keep executing and gaining users. Just a website. Just an app. Owning the rails is what compounds. 💪 b.b.but cant we just vibe code a website How did Shopify have its best quarter ever. BY A MILE $SHOP https://t.co/2kcszLtwFt b.b.but cant we just vibe code a website How did Shopify have its best quarter ever. BY A MILE $SHOP https://t.co/2kcszLtwFt"
X Link 2026-02-11T13:41Z [----] followers, [----] engagements
"Just automation they say. 😂 $PATH People have gone crazy. They dont believe in AI but at the same time think it will destroy every company. Meanwhile companies like $SPOT just keep executing and gaining users. Just a website. Just an app. Owning the rails is what compounds. 💪 People have gone crazy. They dont believe in AI but at the same time think it will destroy every company. Meanwhile companies like $SPOT just keep executing and gaining users. Just a website. Just an app. Owning the rails is what compounds. 💪"
X Link 2026-02-11T13:45Z [----] followers, [----] engagements
"Theyre becoming a commodity. $PATH says thank you. JUST IN: OpenAI projects a $14 billion loss in [----]. https://t.co/XYgAXJ8fOf JUST IN: OpenAI projects a $14 billion loss in [----]. https://t.co/XYgAXJ8fOf"
X Link 2026-02-11T13:47Z [----] followers, 10K engagements
"@remarks $PATH will benefit massively from this"
X Link 2026-02-11T13:48Z [----] followers, [----] engagements
"😉😂 $PATH Theyre becoming a commodity. $PATH says thank you. Theyre becoming a commodity. $PATH says thank you"
X Link 2026-02-11T13:48Z [----] followers, [----] engagements
"OPPORTUNITY ALERT 🚨 $PATH $12.00"
X Link 2026-02-11T15:11Z [----] followers, [----] engagements
"Down 10% in a day. Nothing changed fundamentally. 🧠 $PATH $DUOL"
X Link 2026-02-11T17:05Z [----] followers, [----] engagements
"Watch the $SPOT earnings call. Its a masterclass. Very good listen. 🎧"
X Link 2026-02-11T20:14Z [----] followers, [---] engagements
"@JM_Investment0 and $PATH"
X Link 2026-02-12T19:30Z [----] followers, [---] engagements
"@JM_Investment0 Do you have the chart for $PATH Where do you see the bottom"
X Link 2026-02-12T20:01Z [----] followers, [---] engagements
"$DUOL is one of the most misunderstood businesses in the market today. Its playful design and viral branding make many investors dismiss it as a gimmick not a serious education platform. That shallow read fuels most bear cases: It cant really teach. Education is shrinking. AI will replace it. Growth has peaked. None of those engage with how the business actually works. There is no real durable bear case for $DUOL. There is no real durable bear case for $DUOL"
X Link 2026-02-09T16:54Z [----] followers, [----] engagements
"🏗 Legacy insurers cant compete To match Lemonade they'd need to: Rebuild everything Fire thousands Hire AI engineers Change their culture They wont. $LMND has the tech talent and culture to scale without headcount"
X Link 2025-06-23T15:05Z [----] followers, [---] engagements
"📱 Whos buying Lemonade $LMND Millennials Gen Z Digital natives who want clean UX ethics and instant results These people are just getting started: Buying homes starting families opening businesses. And Lemonade is natively positioned to serve them"
X Link 2025-06-23T15:06Z [----] followers, [---] engagements
"🚨 Rumor: Government planning a pilot to cover GLP1s under Medicare/Medicaid. 📌 Facts: Only GLP1s for weight loss nothing else. Starts [------]. $HIMS is much more than GLP1 and runs a cashpay model outside CMS. If the market panics its just short-term noise. The $HIMS thesis remains intact. ✅"
X Link 2025-08-01T11:30Z [----] followers, [----] engagements
"fundamentals and sentiment are lining up for a squeeze. $LMND 🍋 Being short $LMND is suicidal. [--]. Rev growth drastically accelerating in Q3 [--]. Becoming EBITDA profitable soon [--]. Fair value is 4x higher at $190 today (based on my [--] year model at a 15% discount rate) [--]. No resistance above $53-$54 a share [--]. 30% of the float is currently Being short $LMND is suicidal. [--]. Rev growth drastically accelerating in Q3 [--]. Becoming EBITDA profitable soon [--]. Fair value is 4x higher at $190 today (based on my [--] year model at a 15% discount rate) [--]. No resistance above $53-$54 a share [--]. 30% of the"
X Link 2025-08-11T18:05Z [----] followers, [----] engagements
"Its happening. ✅ $LMND Does Statefarm's new billboards attacking Lemonade remind you of anything $LMND https://t.co/usAbxqv6aY Does Statefarm's new billboards attacking Lemonade remind you of anything $LMND https://t.co/usAbxqv6aY"
X Link 2025-08-24T20:32Z [----] followers, [----] engagements
"$LMND People we have the opportunity to add before earnings after that it will most likely go up. 🚀 As long as theres no news its actually a good moment to accumulate. 📉➡📈"
X Link 2025-09-02T11:04Z [----] followers, [----] engagements
"Interesting setup. $FVRR $FVRR generates over $100M in FCF per year Their enterprise value is $610M Is now a good entry point https://t.co/Qfp7tR5WQq $FVRR generates over $100M in FCF per year Their enterprise value is $610M Is now a good entry point https://t.co/Qfp7tR5WQq"
X Link 2026-01-07T18:13Z [----] followers, [----] engagements
"$DUOL This is honestly one of the most beautiful FCF per share (LTM) charts Ive ever seen. Q4 2021: $0.11 Q3 2025: $7.75"
X Link 2026-02-05T16:54Z [----] followers, [----] engagements
"$DUOL WHY DUOLINGO IS ONE OF THE BEST OPPORTUNITIES IN THE MARKET IN [--] MINUTES New article is live. Its completely free and linked in the comments. 👇 If you find the work useful feel free to share 🤝"
X Link 2026-02-09T19:42Z [----] followers, [----] engagements
"$REAX is trading at its lowest P/S ratio ever. [----] The company is valued at just $590M"
X Link 2026-02-12T14:40Z [----] followers, [---] engagements
"This valuation is insane $380B. Meanwhile $PATH is sitting at just $6B A lot of road ahead. 👀 *ANTHROPIC FINALIZES $30 BILLION FUNDING AT $380 BILLION VALUE https://t.co/d7GzU5n8O5 *ANTHROPIC FINALIZES $30 BILLION FUNDING AT $380 BILLION VALUE https://t.co/d7GzU5n8O5"
X Link 2026-02-13T23:40Z [----] followers, [----] engagements
"$PATH 33% CAGR since [----]. Nearly $1B in subscription revenue. Almost $2B in ARR. imagine what happens when autonomous agents start orchestrating end-to-end workflows inside enterprises. The next phase could be much bigger 👀🚀 $PATH subscription revenue has a 33% CAGR since [----] Is RPA really a dying business Looks great here https://t.co/qRH2aoYIXx $PATH subscription revenue has a 33% CAGR since [----] Is RPA really a dying business Looks great here https://t.co/qRH2aoYIXx"
X Link 2026-02-14T10:25Z [----] followers, [----] engagements
"Just an app they say. 😂 $DUOL People have gone crazy. They dont believe in AI but at the same time think it will destroy every company. Meanwhile companies like $SPOT just keep executing and gaining users. Just a website. Just an app. Owning the rails is what compounds. 💪 People have gone crazy. They dont believe in AI but at the same time think it will destroy every company. Meanwhile companies like $SPOT just keep executing and gaining users. Just a website. Just an app. Owning the rails is what compounds. 💪"
X Link 2026-02-11T13:42Z [----] followers, [---] engagements
"Yesterday left me without internet for [--] hours. What happened in Portugal and Spain really got me thinking about $ASTS"
X Link 2025-04-29T07:32Z [----] followers, [---] engagements
"🌍 TAM = $7.5 Trillion $LMND Lemonade can launch: Pet Life Renters Auto Bike Electronics Freelancers And markets we havent imagined yet Its Amazon in early-stage insurance"
X Link 2025-06-23T15:05Z [----] followers, [---] engagements
"🤖 AI isn't a feature. It's the core. Every claim customer and interaction trains the system. Traditional insurers update risk models once a year. $LMND learns daily. Thats a compounding moat most people cant even see"
X Link 2025-06-23T15:05Z [----] followers, [---] engagements
"📢 My take on $OSCR: One of the key risks in the thesis was potential cuts to ACA subsidies. But if the US government is willing to subsidize expensive GLP1 drugs under Medicare/Medicaid it signals a trend toward more healthcare spending not less. Bullish for Oscar Health. ✅"
X Link 2025-08-01T12:47Z [----] followers, [----] engagements
"$LMND Personally I find this managements patience fascinating. Its not just about scaling fastits about scaling in the most efficient way possible. As they themselves put it Auto is a wild horseyou need to roll it out state by state collect high-quality data and train the Lemonade machine to predict risks with precision driving the Gross Loss Ratio lower over time. Five years from now Lemonade might very well expand to another continent. But for now the priority is clear: dominate the US market and accelerate in Europe. Thats the foundation that will prepare Lemonade for a global leap"
X Link 2025-08-06T13:18Z [----] followers, [----] engagements
"Contrarian investments are the most rewarding. 🍋❤ $LMND"
X Link 2025-08-14T12:50Z [----] followers, [----] engagements
"$7.4T sitting in money market funds. 94% probability of a Fed rate cut next month. The moment cash starts moving prices wont wait for you"
X Link 2025-08-15T22:27Z [----] followers, [----] engagements
"$ROOT The 0.7x P/S multiple really stands out here. Hard to ignore given the growth and profitability inflection. $ROOT is now: - Under $1B market cap & 0.7x P/S - Already GAAP profitable (excl. a one-off last quarter) - Accelerating growth Pick basically any ratio compare with another auto insurer and look what $ROOT would be worth at the same ratio Theres nearly always 2x upside $ROOT is now: - Under $1B market cap & 0.7x P/S - Already GAAP profitable (excl. a one-off last quarter) - Accelerating growth Pick basically any ratio compare with another auto insurer and look what $ROOT would be"
X Link 2026-01-28T19:11Z [----] followers, [----] engagements
"New $PATH video just dropped Build and deploy agentic automations the unified way. https://www.youtube.com/watchv=xpBc1vFhPAo https://www.youtube.com/watchv=xpBc1vFhPAo"
X Link 2026-02-11T15:49Z [----] followers, [----] engagements
"If I cant explain a company to a child I probably dont understand it well enough to invest in it. So I ran a simple test on $PATH. No jargon. No hype. No magical promises. Just [--] questions: What does the company do Why can it grow Where could I be wrong If I cant answer those clearly I shouldnt invest. I wrote the full breakdown. Its free. Link in the comments. https://twitter.com/i/web/status/2022022588155724154 https://twitter.com/i/web/status/2022022588155724154"
X Link 2026-02-12T18:58Z [----] followers, [----] engagements
"Huge hire for $DUOL 👀 New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h"
X Link 2026-02-13T18:31Z [----] followers, [---] engagements
"🚨 BREAKING HEAVY SHORTS IN UIPATH ( $PATH ) maintains short interest at 18% of free float and 75.8M shares sold short. UiPath short interest rose from 13.5% to 18.14% in [--] months https://fintel.io/ss/us/path https://fintel.io/ss/us/path"
X Link 2026-02-11T12:14Z [----] followers, 13K engagements
"$PATH below a $6B market cap"
X Link 2026-02-12T16:55Z [----] followers, [---] engagements
"$PATH Explaining the business as if I were talking to a child. If I cant explain a company to a child I probably dont understand it well enough to invest in it. So I ran a simple test on $PATH. No jargon. No hype. No magical promises. Just [--] questions: What does the company do Why can it grow Where could I be wrong If I cant https://t.co/LKNc0g0bOJ If I cant explain a company to a child I probably dont understand it well enough to invest in it. So I ran a simple test on $PATH. No jargon. No hype. No magical promises. Just [--] questions: What does the company do Why can it grow Where could I be"
X Link 2026-02-12T19:02Z [----] followers, [----] engagements
"@CGInvesting10 Take advantage of $PATH at $11👀"
X Link 2026-02-13T18:35Z [----] followers, [---] engagements
"$PATH is in a phenomenal position to make a lot of money. Automation is still in the early innings. AI agents are accelerating adoption. Enterprises are desperate for efficiency. $PATH its positioning itself at the center of the next productivity wave. 🚀"
X Link 2026-02-14T11:15Z [----] followers, [---] engagements
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