# ![@NFTLunatic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4794804223.png) @NFTLunatic Investing Lunatic 🍊

Investing Lunatic 🍊 posts on X about $duol, $hims, ai, $lmnd the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::4794804223/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4794804223/c:line/m:interactions.svg)

- [--] Week [-------] +27%
- [--] Month [-------] +49%
- [--] Months [-------] +82%
- [--] Year [---------] +9.50%

### Mentions: [--] [#](/creator/twitter::4794804223/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4794804223/c:line/m:posts_active.svg)

- [--] Week [---] +26%
- [--] Month [---] +3.70%
- [--] Months [---] +53%
- [--] Year [-----] -23%

### Followers: [-----] [#](/creator/twitter::4794804223/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4794804223/c:line/m:followers.svg)

- [--] Week [-----] +1.90%
- [--] Month [-----] +3.70%
- [--] Months [-----] +18%
- [--] Year [-----] +38%

### CreatorRank: [-------] [#](/creator/twitter::4794804223/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4794804223/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  71.88% [cryptocurrencies](/list/cryptocurrencies)  22.5% [technology brands](/list/technology-brands)  6.88% [automotive brands](/list/automotive-brands)  5% [countries](/list/countries)  2.5% [social networks](/list/social-networks)  0.63% [exchanges](/list/exchanges)  0.63%

**Social topic influence**
[$duol](/topic/$duol) #17, [$hims](/topic/$hims) #488, [ai](/topic/ai) 17.5%, [$lmnd](/topic/$lmnd) #48, [$path](/topic/$path) #36, [stocks](/topic/stocks) 8.13%, [$xmr](/topic/$xmr) #148, [$twst](/topic/$twst) #10, [xmr](/topic/xmr) #274, [$tem](/topic/$tem) #43

**Top accounts mentioned or mentioned by**
[@geneinvesting](/creator/undefined) [@pennystockabe](/creator/undefined) [@grok](/creator/undefined) [@juliansorel70](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@dippyai](/creator/undefined) [@gubloinvestor](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@r1chardmaur1ce](/creator/undefined) [@michaelabina](/creator/undefined) [@allendrewe](/creator/undefined) [@otium33](/creator/undefined) [@vinnyjay87](/creator/undefined) [@longinvest32](/creator/undefined) [@ukwalkr](/creator/undefined) [@nebhol89](/creator/undefined) [@findingmefin](/creator/undefined) [@bullenario](/creator/undefined) [@pedrodcorreio](/creator/undefined)

**Top assets mentioned**
[Duolingo, Inc.  (DUOL)](/topic/$duol) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lemonade, Inc. (LMND)](/topic/$lmnd) [UiPath, Inc. (PATH)](/topic/$path) [Monero (XMR)](/topic/$xmr) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Tempus AI, Inc. (TEM)](/topic/$tem) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bittensor (TAO)](/topic/$tao) [Zephyr Protocol (ZEPH)](/topic/$zeph) [Novo-Nordisk (NVO)](/topic/$nvo) [ZetaChain (ZETA)](/topic/$zeta) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Atai Life Sciences B.V. (ATAI)](/topic/$atai) [Internet Computer (ICP)](/topic/$icp) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Bumble Inc. (BMBL)](/topic/$bmbl) [The Root Network (ROOT)](/topic/$root) [Bitcoin (BTC)](/topic/$btc) [Helium IOT (IOT)](/topic/$iot) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [GH Research PLC (GHRS)](/topic/$ghrs) [Nextracker Inc. (NXT)](/topic/$nxt) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Solana (SOL)](/topic/$sol) [Zcash (ZEC)](/topic/$zec) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [4 (FOUR)](/topic/$four) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [GitLab Inc. (GTLB)](/topic/$gtlb) [ARK 21Shares Bitcoin ETF (ARKB)](/topic/$arkb) [Johnson & Johnson (JNJ)](/topic/$jnj)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$DUOL is the #6 app downloaded in all categories in Korea. People love this app world wide. We have barely penetrated language learning let alone all of education. @NFTLunatic In Korea #6 (climbed from [--] about [--] weeks ago) Also I can see people using it everyday on subways https://t.co/3g89KhZIO8 @NFTLunatic In Korea #6 (climbed from [--] about [--] weeks ago) Also I can see people using it everyday on subways https://t.co/3g89KhZIO8"  
[X Link](https://x.com/NFTLunatic/status/2021969042588987545)  2026-02-12T15:26Z [----] followers, 11K engagements


"I think were due for a biotech bull run soon. But if you want downside protection while you wait look for companies near a profitability inflection point. Two I love right now: $TEM and $TWST. Both are approaching profitability. Both have powerful AI tailwinds. But they win in very different ways. $TEM has a self-reinforcing data moat. More customers generate more data which makes their platform more valuable which attracts more customers. This flywheel only accelerates as AI advances. And theyre increasingly embedded into the foundation of the healthcare system making them very hard to rip"  
[X Link](https://x.com/NFTLunatic/status/2020209274345889841)  2026-02-07T18:53Z [----] followers, [----] engagements


"$TEM Learn how Tempus AI engine built on agentic architectures transforms unstructured clinical text into analysis-ready real-world data. In a new article Arpita S. and Kunal Nagpal detail the multi-layered system that ensures speed scale and fidelity. Read now: https://t.co/yk4BK3YGFz Learn how Tempus AI engine built on agentic architectures transforms unstructured clinical text into analysis-ready real-world data. In a new article Arpita S. and Kunal Nagpal detail the multi-layered system that ensures speed scale and fidelity. Read now: https://t.co/yk4BK3YGFz"  
[X Link](https://x.com/NFTLunatic/status/2021651818905047502)  2026-02-11T18:25Z [----] followers, [---] engagements


"$DUOL $TEM The most powerful moat in the age of AI is likely proprietary data. $ZETA and $DUOL selling off in this SaaS selloff tsunami can only mean one thing: The market still has no clue what first-party data is or how to distinguish software businesses being disrupted by AI from data platforms disrupting with AI. The only way to settle it is simple: $ZETA and $DUOL selling off in this SaaS selloff tsunami can only mean one thing: The market still has no clue what first-party data is or how to distinguish software businesses being disrupted by AI from data platforms disrupting with AI. The"  
[X Link](https://x.com/NFTLunatic/status/2022007443937784156)  2026-02-12T17:58Z [----] followers, [----] engagements


"With @dippy_ai having over [--] million users its hard not to be bullish. It is my largest subnet allocation. #Bittensor $TAO #SN11 #SN58"  
[X Link](https://x.com/NFTLunatic/status/1942544921606643788)  2025-07-08T11:22Z [----] followers, [---] engagements


"#SN58 @dippy_ai Dippy Speech is the $SOUN @SoundHound of #Bittensor $TAO. It is my largest subnet allocation. The market cap is only $1.8 million. It is built by a team that has an app with over [--] million users. $SOUN currently has a market cap of $5 billion"  
[X Link](https://x.com/NFTLunatic/status/1943369328784453860)  2025-07-10T17:58Z [----] followers, [---] engagements


"Why #SN11 & #SN58 @dippy_ai is my largest #Bittensor $TAO subnet holding: - DippyAI has [--] million users. - DippyAI grew monthly revenue from $50K last month to $60K this month 20% growth month/ month. - DippyAI has a P/S of [--] giving it a 60K per month run rate. - DippyAI buys back tokens with some of its revenue. - DippyAI continues to innovate in the AI companion space and will be introducing voice mode soon. - DippyAI will eventually have a zoom style video interaction mode for your AI companion. - 70% of teens have used an AI companion. - @elonmusk and @grok have shown that AI companions"  
[X Link](https://x.com/NFTLunatic/status/1948165163884138651)  2025-07-23T23:35Z [----] followers, [---] engagements


"I believe stablecoins and privacy are both early in their narratives as well as some of the only actual utilities that crypto offers today. $ZEPH sitting at a $12 million market cap offers both of these. This decentralized stablecoin ecosystem has withstood a 98% drawdown. Up from here https://twitter.com/i/web/status/1994746947337339265 https://twitter.com/i/web/status/1994746947337339265"  
[X Link](https://x.com/NFTLunatic/status/1994746947337339265)  2025-11-29T12:35Z [----] followers, [---] engagements


"I have a feeling I am underinvested in psychedelics. Its been a long road for them but the valuations are just too low if we get an approval anytime soon. Long $ATAI and $CMPS"  
[X Link](https://x.com/NFTLunatic/status/1999878971694153806)  2025-12-13T16:27Z [----] followers, [---] engagements


"I bought more $ZEPH here. If $XMR breaks out that could be a huge catalyst. Either way $ZEPH stands well on its own two feet. It survived a 90% crash and the protocol is as strong as ever. Currently trading below a $10 million market cap"  
[X Link](https://x.com/NFTLunatic/status/2000998709556076727)  2025-12-16T18:37Z [----] followers, [---] engagements


"$ATAI $CMPS $CYBN $MNMD $GHRS Psychedelic stocks are mispriced. $JNJ Spravato (their version of Ketamine) generated $459 million in Q3 [----] alone. This is a current run rate of $1.84 billion annually. Meanwhile $ATAI sits at a market cap of $1.5 billion with multiple drugs that are likely to have similar success in mental health treatments. $CMPS which is likely to have the first FDA approved psilocybin treatment in the next [--] months is valued at $642 million. https://twitter.com/i/web/status/2005275400256012755 https://twitter.com/i/web/status/2005275400256012755"  
[X Link](https://x.com/NFTLunatic/status/2005275400256012755)  2025-12-28T13:51Z [----] followers, [----] engagements


"Hmmm $BMBL sitting at a P/FCF of [---] looks very interesting to me Thank you to @TravisHoium for putting this one on my radar. Diving deeper now"  
[X Link](https://x.com/NFTLunatic/status/2005727845088366677)  2025-12-29T19:49Z [----] followers, [----] engagements


"$BMBL is very tempting here but I cant help but think it may be a value trap. The valuation is incredibly cheap but they are in a slow growing or potentially declining industry and bleeding users. I do think with the founder at the helm they have an innovation advantage but I think Ill have to pass on this industry. https://twitter.com/i/web/status/2005987068967637089 https://twitter.com/i/web/status/2005987068967637089"  
[X Link](https://x.com/NFTLunatic/status/2005987068967637089)  2025-12-30T12:59Z [----] followers, [----] engagements


"Great time to buy $ZEPH IMO"  
[X Link](https://x.com/NFTLunatic/status/2010449878590300296)  2026-01-11T20:32Z [----] followers, [---] engagements


"$ZEPH might act like a leveraged bet on $XMR at some point. Im adding here"  
[X Link](https://x.com/NFTLunatic/status/2010476523753505096)  2026-01-11T22:18Z [----] followers, [---] engagements


"As I try and consolidate. Ill be taking profits from $NXT and adding $DUOL today. These prices for $DUOL are unbelievable. I almost want to go heavier than originally planned"  
[X Link](https://x.com/NFTLunatic/status/2016534025825910947)  2026-01-28T15:29Z [----] followers, [---] engagements


"Trusting management is a huge part of investing. $DUOL management is clearly exceptional"  
[X Link](https://x.com/NFTLunatic/status/2016582765056078116)  2026-01-28T18:42Z [----] followers, [---] engagements


"I am down 27% on my $DUOL position and all I can think about is adding more"  
[X Link](https://x.com/NFTLunatic/status/2016696568942878855)  2026-01-29T02:15Z [----] followers, [---] engagements


"People massively underestimate the TAM for language learning education. This market alone includes billions of people. $DUOL ability to motivate expands this opportunity even larger. 80% of USA $DUOL users were not learning a language before starting $DUOL. The opportunity here is massive. Management is brilliant. The product is already exceptional. And the stock is priced for very modest outcomes. https://twitter.com/i/web/status/2016708141283758117 https://twitter.com/i/web/status/2016708141283758117"  
[X Link](https://x.com/NFTLunatic/status/2016708141283758117)  2026-01-29T03:01Z [----] followers, [----] engagements


"$DUOL management have been master marketers and brand builders. The recent free cross promotion with Luckin coffee is a recent example. Their viral Tik Tok is another. They pay very little on marketing and yet dominate their market. Just one sign of an exceptional product and exceptional management. https://twitter.com/i/web/status/2016860398784221353 https://twitter.com/i/web/status/2016860398784221353"  
[X Link](https://x.com/NFTLunatic/status/2016860398784221353)  2026-01-29T13:06Z [----] followers, [----] engagements


"Its rare to find better management than $DUOL. It also has a very powerful mission as well. People scoff at the $1 trillion predictions but those two traits plus a large TAM are often what create trillion dollar companies"  
[X Link](https://x.com/NFTLunatic/status/2016930294406762626)  2026-01-29T17:43Z [----] followers, [---] engagements


"Currently writing a deep dive on $TWST. Im aiming to have it out on Sunday. Im also going to release an update on my portfolio. My first Substack article was on $LMND saying it was a 10x company. Here we are less than a year and a 3x later"  
[X Link](https://x.com/NFTLunatic/status/2016932338085609811)  2026-01-29T17:51Z [----] followers, [---] engagements


"$DUOL keeps falling and I keep buying"  
[X Link](https://x.com/NFTLunatic/status/2017256905580675232)  2026-01-30T15:21Z [----] followers, [---] engagements


"My buys today $DUOL $TEM $ROOT"  
[X Link](https://x.com/NFTLunatic/status/2017368692728676561)  2026-01-30T22:45Z [----] followers, [---] engagements


"In a world that is increasingly unstable institutions are less trusted and governments are increasing surveillance $XMR stands as the most sovereign money and store of value in the world"  
[X Link](https://x.com/NFTLunatic/status/2017741636365607238)  2026-01-31T23:27Z [----] followers, [---] engagements


"I like the monthly close for $XMR"  
[X Link](https://x.com/NFTLunatic/status/2017751235852411237)  2026-02-01T00:05Z [----] followers, [---] engagements


"2 billion people want to learn English. $DUOL has [---] million monthly users across all languages. Theyve captured 5% of one language market segment. Let alone expanding outside of languages. This isnt a mature business. Its barely getting started"  
[X Link](https://x.com/NFTLunatic/status/2018105881548759216)  2026-02-01T23:35Z [----] followers, [----] engagements


"$DUOL The Duolingo CEOs life changed when he learned English opening doors to education career and entrepreneurial opportunities ultimately leading to him starting Duolingo. AI translation is convenient. But it doesnt give you those opportunities. [--] billion people worldwide want to learn English for the same reason he did. $DUOL has the data flywheel to harness AI for education at scale. Theyre not being disrupted. Theyre doing the disrupting. https://twitter.com/i/web/status/2018319636580663730 https://twitter.com/i/web/status/2018319636580663730"  
[X Link](https://x.com/NFTLunatic/status/2018319636580663730)  2026-02-02T13:44Z [----] followers, [---] engagements


"$HIMS [--] million Americans have obesity. [--] million deal with hair loss. [--] million with ED. Millions more need mental health care. Hims has [---] million subscribers. Theyve barely penetrated even their initial markets"  
[X Link](https://x.com/NFTLunatic/status/2018327333258535217)  2026-02-02T14:15Z [----] followers, [----] engagements


"Two biotechs positioned to benefit from AI rather than compete with it: $TEM and $TWST. $TEM: Theyre the data infrastructure play. AI diagnostic and therapeutic models need high-quality structured clinical data to train on. Tempus has spent years building that dataset. More AI tools = more demand for their foundational data layer. $TWST: AI accelerates drug and protein design creating more things that need synthesizing. Twists silicon platform is the physical manufacturing step AI cant eliminate its the bottleneck. More AI-designed molecules = more DNA synthesis revenue. AI is likely to cause"  
[X Link](https://x.com/NFTLunatic/status/2018333086480486726)  2026-02-02T14:38Z [----] followers, [----] engagements


"$HIMS $LMND Same playbook different industries: Remove unnecessary middlemen use software to deliver better outcomes at lower cost scale through superior unit economics. Hims eliminated the doctors office. Lemonade eliminated the insurance agent. Both have founder-CEOs and AI-native business models. Both are just getting started. https://twitter.com/i/web/status/2018357519253389531 https://twitter.com/i/web/status/2018357519253389531"  
[X Link](https://x.com/NFTLunatic/status/2018357519253389531)  2026-02-02T16:15Z [----] followers, [---] engagements


"$PATH is trading at its lowest EV/FCF in history despite reaccelerating revenue and AI tailwinds. CEO/ Founder Daniel Dines owns nearly 20% of the company"  
[X Link](https://x.com/NFTLunatic/status/2018398062289272853)  2026-02-02T18:56Z [----] followers, [----] engagements


"$CRCL at $10 billion market cap will be too good to pass up. Only $4 billion away right now"  
[X Link](https://x.com/NFTLunatic/status/2018404937139409062)  2026-02-02T19:23Z [----] followers, [----] engagements


"A new day. And another opportunity to buy $DUOL. Im constantly averaging down and Im still down almost 30% on $DUOL"  
[X Link](https://x.com/NFTLunatic/status/2018406671110787225)  2026-02-02T19:30Z [----] followers, [---] engagements


"Todays $TWST earnings validated the AI thesis. DNA synthesis & protein solutions revenue: +27% YoY to $51.1M (fiscal Q126 quarter ended Dec [--] 2025). The AI-enabled discovery flywheel is accelerating$25M+ in AI-discoverytied orders in fiscal [----] (FY25 ended Sept [--] 2025) now moving from exploratory work to repeatable production workflows. https://twitter.com/i/web/status/2018417779167076656 https://twitter.com/i/web/status/2018417779167076656"  
[X Link](https://x.com/NFTLunatic/status/2018417779167076656)  2026-02-02T20:14Z [----] followers, [---] engagements


"I love the hate $DUOL is getting from so many on X. (Most of which have never used it.) $DUOL is such a simple and easy business to understand with all important metrics going up and to the right"  
[X Link](https://x.com/NFTLunatic/status/2018437193224617994)  2026-02-02T21:31Z [----] followers, [----] engagements


"$TWST CEO Emily Leproust on operating leverage: On an ongoing basis we expect 75% to 80% of our incremental revenue growth across all product lines to drop to the gross margin line. Translation: for every new dollar they make [----] cents becomes profit before expenses. As they grow margins improve fast. And on profitability: Q4 adjusted EBITDA breakeven is a given for us now. And to top it all off AI provides strong tailwinds for this company which already has a very powerful technological moat. The inflection point is now for $TWST. https://twitter.com/i/web/status/2018465558921183496"  
[X Link](https://x.com/NFTLunatic/status/2018465558921183496)  2026-02-02T23:24Z [----] followers, [----] engagements


"$TWST operating leverage: $TWST CEO Emily Leproust on operating leverage: On an ongoing basis we expect 75% to 80% of our incremental revenue growth across all product lines to drop to the gross margin line. Translation: for every new dollar they make [----] cents becomes profit before expenses. As https://t.co/8aYHBCHkpq $TWST CEO Emily Leproust on operating leverage: On an ongoing basis we expect 75% to 80% of our incremental revenue growth across all product lines to drop to the gross margin line. Translation: for every new dollar they make [----] cents becomes profit before expenses. As"  
[X Link](https://x.com/NFTLunatic/status/2018467990988312912)  2026-02-02T23:34Z [----] followers, [---] engagements


"My $HIMS thesis (🔴-63.8% from ATHs) The $HIMS valuation is so insanely cheap for a profitable fast growing industry leader with a massive TAM. ✅ Exceptional Management ✅ Founder led and owned ✅ Revenue growth of 92% CAGR over the past [--] years ✅ Sticky recurring revenue business model I agree that the fears of a short term growth slowdown are somewhat warranted but the limitless amount of new verticals they will add will more than make up for that long term. Whether thats longevity peptides hormones the opportunities are endless. Let alone labs slowly being adopted providing $HIMS with"  
[X Link](https://x.com/NFTLunatic/status/2018486704449962012)  2026-02-03T00:48Z [----] followers, [----] engagements


"Best asymmetric bets under $10B market cap right now: $DUOL EV/S: [----] EV/FCF: [----] $HIMS EV/S: [----] EV/FCF: [----] $ZETA: EV/S: [----] EV/FCF: [-----] $PATH EV/S: [----] EV/FCF: [-----] Risk/reward is screaming here"  
[X Link](https://x.com/NFTLunatic/status/2018519367114469770)  2026-02-03T02:58Z [----] followers, [----] engagements


"I just hit a [---] day streak on $DUOL. While my Spanish isnt great yet that is because the majority of days I spent [--] minutes to do one lesson each day. Lately Ive been spending closer to 10-20 minutes and the results are much better. Many friends are surprised when Im able to whip out a little Spanish in real life situations. I probably would never have gotten this far without such a great motivational teacher like $DUOL. https://twitter.com/i/web/status/2018636213498896543 https://twitter.com/i/web/status/2018636213498896543"  
[X Link](https://x.com/NFTLunatic/status/2018636213498896543)  2026-02-03T10:42Z [----] followers, [----] engagements


"Me buying $DUOL every day:"  
[X Link](https://x.com/NFTLunatic/status/2018691450536399335)  2026-02-03T14:22Z [----] followers, [----] engagements


"IDK why $DUOL is down so much today but Im buying heavy again. $DUOL is a great example that despite AI the market is still inefficient short term and driven by human emotions"  
[X Link](https://x.com/NFTLunatic/status/2018700530705477994)  2026-02-03T14:58Z [----] followers, [----] engagements


"$DUOL trading at an EV/FCF of [--] is disgustingly cheap. All metrics are up. AI is a tailwind not a headwind. $DUOL is implementing AI into education better than anyone hands down. I am in shock every day how cheap it is and every day we go lower"  
[X Link](https://x.com/NFTLunatic/status/2018722189646950513)  2026-02-03T16:24Z [----] followers, [----] engagements


"What are people leaving $DUOL to learn on Who are they Id like to meet them. Do they exist"  
[X Link](https://x.com/NFTLunatic/status/2018725341955539322)  2026-02-03T16:36Z [----] followers, [----] engagements


"Buying falling knives have given me the greatest returns in my investing career: $TSLA $BTC and $SOL. I got lucky enough to buy $LMND after it was no longer a falling knife. I expect $DUOL could be my greatest dollar return of my life. It is just so easy to buy at this valuation. I love to catch this falling knife. https://twitter.com/i/web/status/2018726764592173088 https://twitter.com/i/web/status/2018726764592173088"  
[X Link](https://x.com/NFTLunatic/status/2018726764592173088)  2026-02-03T16:42Z [----] followers, [----] engagements


"@nikoliasgoninus My buys today and yesterday as well. $DUOL 💚"  
[X Link](https://x.com/NFTLunatic/status/2018733014168080871)  2026-02-03T17:07Z [----] followers, [---] engagements


"If $DUOL falls below $100 I may have to sell all my other stocks other than $TSLA $LMND and $HIMS and put it all in $DUOL. That would force me to consolidate my holdings which Ive wanted to do anyways"  
[X Link](https://x.com/NFTLunatic/status/2018735250315379135)  2026-02-03T17:16Z [----] followers, [----] engagements


"$XMR Monero is the only crypto that hasnt sold out While every other project pivoted to ETFs institutional adoption and regulatory compliance $XMR stayed true to the original cypherpunk vision: financial sovereignty through privacy. Bitcoin became digital gold but is largely captured by the state and corporate interests. Ethereum became a platform for Wall Street tokenization. Even privacy coins like Zcash added transparent addresses to appease regulators. Monero Still untraceable. Still fungible. Still banned on every centralized exchange that matters. Thats not a bug its the entire point."  
[X Link](https://x.com/NFTLunatic/status/2018793062093246933)  2026-02-03T21:05Z [----] followers, [----] engagements


"@neuralunlock I like $ZEC but I like $XMR better. $XMR Monero is the only crypto that hasnt sold out While every other project pivoted to ETFs institutional adoption and regulatory compliance $XMR stayed true to the original cypherpunk vision: financial sovereignty through privacy. Bitcoin became digital gold but is https://t.co/JctxAbagWG $XMR Monero is the only crypto that hasnt sold out While every other project pivoted to ETFs institutional adoption and regulatory compliance $XMR stayed true to the original cypherpunk vision: financial sovereignty through privacy. Bitcoin became digital"  
[X Link](https://x.com/NFTLunatic/status/2018804859357794472)  2026-02-03T21:52Z [----] followers, [---] engagements


"@R1chardMaur1ce Im an investor not gambling on short term movements of the stock. The stock is undervalued"  
[X Link](https://x.com/NFTLunatic/status/2018826259548012966)  2026-02-03T23:17Z [----] followers, [---] engagements


"I wouldnt be surprised if we got a v-shaped recovery on $DUOL. But Im happy accumulating shares either way. I bought heavy the past two days"  
[X Link](https://x.com/NFTLunatic/status/2019072464064491839)  2026-02-04T15:36Z [----] followers, [----] engagements


"$NBIS $IREN $CRWV If space data centers become real neo-cloud competition gets even nastier. In a market this crowded and uncertain Id rather own the picks & shovels: $NVDA $AMD $TSM $ASML. Why take platform risk when you can own the bottlenecks Agree/disagree"  
[X Link](https://x.com/NFTLunatic/status/2019127350286512381)  2026-02-04T19:14Z [----] followers, [---] engagements


"@moriah_osiris I agree hes probably optimistic on his timeline. But hes probably directionally right considering XAI built colossus"  
[X Link](https://x.com/NFTLunatic/status/2019167629475508440)  2026-02-04T21:54Z [----] followers, [--] engagements


"$HIMS just launched its multi-cancer early detection offering: a simple blood test (Galleri) that screens for 50+ cancers including many with no routine screening. Why it matters: 🟢 Expands Labs from wellness to proactive high-stakes care 🟢 Pulls users into a recurring annual screening loop and follow-up care on-platform 🟢 Bigger TAM higher LTV stronger retention and cross-sell into meds/supps/coaching $HIMS isnt a boner pill or weight loss company. Its building a full-stack healthcare platform. https://twitter.com/i/web/status/2019168274215497744"  
[X Link](https://x.com/NFTLunatic/status/2019168274215497744)  2026-02-04T21:56Z [----] followers, [----] engagements


"Why I keep liking the setup in $TEM: ✅ Massive diagnostics + data TAM ✅ Data flywheel (more tests more data better models more demand) ✅ $PLTR style Ontology/structure advantage (meaning raw data) ✅ Path to operating leverage if execution stays tight ✅ Healthcare AI is one of the few places AI creates real ROI fast Big watch item: cash discipline + profitability path. https://twitter.com/i/web/status/2019217579328598160 https://twitter.com/i/web/status/2019217579328598160"  
[X Link](https://x.com/NFTLunatic/status/2019217579328598160)  2026-02-05T01:12Z [----] followers, [----] engagements


"The most underrated concept in markets: Incremental revenue dropping to gross profit. When a company crosses that threshold the model changes fast. $TWST is one of the cleanest watch this quarter-to-quarter setups"  
[X Link](https://x.com/NFTLunatic/status/2019223480731070748)  2026-02-05T01:36Z [----] followers, [----] engagements


"Portfolio update: $LMND $TSLA $DUOL are 58% of my holdings. I don't believe in equal-weighting [--] stocks. I believe in finding 3-5 companies where I actually have an edge and sizing them accordingly. i will be sharing monthly updates to my portfolio on my Substack. Link is in my Bio https://twitter.com/i/web/status/2019229737613193389 https://twitter.com/i/web/status/2019229737613193389"  
[X Link](https://x.com/NFTLunatic/status/2019229737613193389)  2026-02-05T02:00Z [----] followers, [---] engagements


"It feels like the acceleration of agentic AI is bullish for $TAO"  
[X Link](https://x.com/NFTLunatic/status/2019255368379969721)  2026-02-05T03:42Z [----] followers, [--] engagements


"@Gubloinvestor I think it will. They have not saturated language learning yet let alone other subjects"  
[X Link](https://x.com/NFTLunatic/status/2019271058327761114)  2026-02-05T04:45Z [----] followers, [---] engagements


"$XMR The only crypto still committed to the cypherpunk ethos. Fascinating sentiment from the Monero community. Even after -50% from recent all-time high the community's dedication is unshakable and the responsibly to uphold true cypherpunk values is growing stronger. All I see is building buying using supporting. The leverage traders Fascinating sentiment from the Monero community. Even after -50% from recent all-time high the community's dedication is unshakable and the responsibly to uphold true cypherpunk values is growing stronger. All I see is building buying using supporting. The"  
[X Link](https://x.com/NFTLunatic/status/2019293089693856036)  2026-02-05T06:12Z [----] followers, [---] engagements


"@Miguel_R_Neto I dont think any companies as generalized as $HIMS are"  
[X Link](https://x.com/NFTLunatic/status/2019424990165422123)  2026-02-05T14:56Z [----] followers, [--] engagements


"Agentic AI doesnt kill $PATH it feeds it. As agents get smarter the bottleneck shifts from can the model do it to can we run it safely at scale Thats where UiPath wins. Enterprises wont deploy [--] agent. Theyll deploy hundreds across finance HR IT claims procurement. And suddenly you need: 🟠 Orchestration who runs what when with what permissions 🟠 Governance audit trails for compliance and accountability 🟠 Reliability retry logic fallbacks exception handling SLAs 🟠 Integration legacy systems APIs desktop apps documents 🟠 Human-in-the-loop approval gates for high-stakes decisions Maestro is"  
[X Link](https://x.com/NFTLunatic/status/2019434646820237630)  2026-02-05T15:35Z [----] followers, [---] engagements


"What does 5% market penetration look like 2B people want to learn English. $DUOL has [---] million users across ALL languages combined. Theyve barely scratched the surface of one category. Music math chess are still in early innings. The growth runway here is massive. The market is sleeping on $DUOL. https://twitter.com/i/web/status/2019452973839987142 https://twitter.com/i/web/status/2019452973839987142"  
[X Link](https://x.com/NFTLunatic/status/2019452973839987142)  2026-02-05T16:48Z [----] followers, [----] engagements


"$DUOL is going to shock the market. People cant imagine this silly app becoming a $100 billion company let alone $1 trillion. But in reality $DUOL has mastered something incredibly valuable: habit formation. Over [--] million people return every day to learn something. 30%+ of monthly users are daily active users and rising. This isnt mindless social media scrolling. Its education. With engagement metrics that shouldnt be possible for an education tool. And were still early innings on AI. Video calls with Lily and other AI features are transforming $DUOL into a superhuman tutor personalized"  
[X Link](https://x.com/NFTLunatic/status/2019461893551710409)  2026-02-05T17:23Z [----] followers, 10.7K engagements


"I cant stop buying $DUOL down here. 🚨The disconnect between $DUOL's shareprice and fundamentals is absloutely insane This is one of the most aymmetric setups in the entire market. There is literally no sign of disruption even though this is the entire bear thesis which caused the stock to crash 80% from https://t.co/aextcCUokO 🚨The disconnect between $DUOL's shareprice and fundamentals is absloutely insane This is one of the most aymmetric setups in the entire market. There is literally no sign of disruption even though this is the entire bear thesis which caused the stock to crash 80% from"  
[X Link](https://x.com/NFTLunatic/status/2019464090716889489)  2026-02-05T17:32Z [----] followers, [----] engagements


"@A_Miko_3 I agree and I have the same average. If you run a DCF on this company pretty much zero growth is priced in. Insane value and asymmetry"  
[X Link](https://x.com/NFTLunatic/status/2019464320569028620)  2026-02-05T17:33Z [----] followers, [---] engagements


"This might be your last chance to buy $TEM at these levels. Tempus has built a moat that strengthens as AI advancesnot weakens like most companies. Two compounding advantages: [--] Institutional lock-in: Embedded into the worlds largest healthcare systems and research universities. The switching costs are enormous. [--] Proprietary data flywheel: Every clinical test adds to their dataset. More data better AI models better patient outcomes more customers more data.Think $PLTR but for biotech. Actually the moat may be stronger than Palantirs. Tempus isnt just analyzing data for individual"  
[X Link](https://x.com/NFTLunatic/status/2019468291119415478)  2026-02-05T17:48Z [----] followers, [---] engagements


"AI agents are bullish for crypto. Its a great time to DCA your high conviction bets. Mine are: $BTC $SOL $TAO $XMR and $ICP"  
[X Link](https://x.com/NFTLunatic/status/2019475043374244118)  2026-02-05T18:15Z [----] followers, [---] engagements


"$PATH With great power comes great responsibility. Uncle Ben As AI agents get more capable they get more dangerous. No enterprise will deploy autonomous agents on critical workflows without constraints. They need governance layers. Approval workflows. Audit trails. Deterministic execution for high-stakes processes. This is $PATH entire expertise. RPA and orchestration is the safety infrastructure that makes AI agents deployable. The wrapper that turns experimental AI into production-ready systems. $PATH doesnt compete with AI agents. Its what makes them safe enough to use. The market thinks"  
[X Link](https://x.com/NFTLunatic/status/2019483463754150218)  2026-02-05T18:49Z [----] followers, [---] engagements


"Its an absurd valuation. And yet people still hate the stock. I cant stop buying $DUOL. I do like $PATH as well. Both $DUOL and $PATH now have present free cash flow per share yields HIGHER than my margin interest rate WITHOUT any revenue or margin growth from here. $DUOL put up 41% revenue growth in Q3. Both $DUOL and $PATH now have present free cash flow per share yields HIGHER than my margin interest rate WITHOUT any revenue or margin growth from here. $DUOL put up 41% revenue growth in Q3"  
[X Link](https://x.com/NFTLunatic/status/2019586875867197928)  2026-02-06T01:40Z [----] followers, [----] engagements


"🚨 Everyone panic selling $HIMS today: GLP-1s are 20% of TTM revenue. This is not a GLP-1 company. The stock was already suppressed from uncertainty and dropped close to another 20% today including AH. That's the market pricing in a worst case that isn't even close to reality. If the FDA says stop they stop. Simple. The business doesn't break. What matters: 🟢 No competitor is positioned to disrupt healthcare the way $HIMS is 🟢 Bypassing insurance entirely is a simple but brilliant moat 🟢 Management has executed near flawlessly 🟢 The platform they're building is far bigger than any single"  
[X Link](https://x.com/NFTLunatic/status/2019599532368011403)  2026-02-06T02:30Z [----] followers, [----] engagements


"$DUOL $HIMS $PATH Drawdowns like these are where fortunes will be made"  
[X Link](https://x.com/NFTLunatic/status/2019605334138954144)  2026-02-06T02:53Z [----] followers, [----] engagements


"$DUOL Humans will always have the desire to learn languages. We want to connect with others. (Especially big booty latinas) There is a thesis that the longer something has existed the longer it is likely to exist in the future. Humans have had the desire to learn a second language since there was more than one language. This desire will NOT go away because of AI translators or real time translation There is a thesis that the longer something has existed the longer it is likely to exist in the future. Humans have had the desire to learn a second language since there was more than one language."  
[X Link](https://x.com/NFTLunatic/status/2019614342426292438)  2026-02-06T03:29Z [----] followers, [----] engagements


"$TWST always gave me that early $NVDA feeling. My gut tells me this company will be absolutely massive The only other time I felt like this was $NVDA almost a decade ago. I wont fumble it this time. The most underrated concept in markets: Incremental revenue dropping to gross profit. When a company crosses that threshold the model changes fast. $TWST is one of the cleanest watch this quarter-to-quarter setups. https://t.co/NBFPKJZ9RZ The most underrated concept in markets: Incremental revenue dropping to gross profit. When a company crosses that threshold the model changes fast. $TWST is one"  
[X Link](https://x.com/NFTLunatic/status/2019623673062388025)  2026-02-06T04:06Z [----] followers, [---] engagements


"@pennystockabe Look up the law. They are legally selling these drugs according to the loopholes"  
[X Link](https://x.com/NFTLunatic/status/2019625604551684194)  2026-02-06T04:14Z [----] followers, [---] engagements


"@pennystockabe @grok is $HIMS selling compounded GLP1s legally according to loopholes written within the law"  
[X Link](https://x.com/NFTLunatic/status/2019629295723835761)  2026-02-06T04:28Z [----] followers, [---] engagements


"@grok @pennystockabe $HIMS is legally compounding according to 503A in my opinion"  
[X Link](https://x.com/NFTLunatic/status/2019630487715635593)  2026-02-06T04:33Z [----] followers, [---] engagements


"@grok @pennystockabe They are personalized dosages to avoid side effects"  
[X Link](https://x.com/NFTLunatic/status/2019631512971538515)  2026-02-06T04:37Z [----] followers, [---] engagements


"@jakebrowatzke Same. I cant buy enough $DUOL and $PATH"  
[X Link](https://x.com/NFTLunatic/status/2019631948206076064)  2026-02-06T04:39Z [----] followers, [---] engagements


"@michaelabina @pennystockabe This is all short term stuff. $HIKS isnt a GLP1 company"  
[X Link](https://x.com/NFTLunatic/status/2019633415520194561)  2026-02-06T04:45Z [----] followers, [--] engagements


"$TWST has been unbothered by the SaaSpocalypse. Synthetic biology is facing AI tailwinds and $TWST produces it at scale better and cheaper than its competitors. $TWST operating leverage is also kicking in and profitability is on the horizon. The future is very bright for $TWST. https://twitter.com/i/web/status/2019835590980825531 https://twitter.com/i/web/status/2019835590980825531"  
[X Link](https://x.com/NFTLunatic/status/2019835590980825531)  2026-02-06T18:08Z [----] followers, [---] engagements


"$DUOL $HIMS $TEM Its kind of fun. I think I like it. Over the long term your top growth stocks will decline 50%+ for no reason repeatedly. $AMD is the latest example. Over the long term your top growth stocks will decline 50%+ for no reason repeatedly. $AMD is the latest example"  
[X Link](https://x.com/NFTLunatic/status/2019849252227399757)  2026-02-06T19:02Z [----] followers, [----] engagements


"@JerBearRN Do you think we poked the bear too much now GLP1 compounding is over"  
[X Link](https://x.com/NFTLunatic/status/2019900774591930449)  2026-02-06T22:27Z [----] followers, [---] engagements


"@allen_drewe @jakebrowatzke If they have been breaking the law why didnt this happen earlier. $NVO knows they have a good chance of loosing"  
[X Link](https://x.com/NFTLunatic/status/2019921968879837310)  2026-02-06T23:51Z [----] followers, [--] engagements


"@allen_drewe @jakebrowatzke $NVO could have chose to sue $HIMS any time they wanted regardless of the FDA taking action against them. They chose not to because they dont have any strong legal standing. The government being slow doesnt weigh in on that decision making"  
[X Link](https://x.com/NFTLunatic/status/2019928306389250536)  2026-02-07T00:16Z [----] followers, [---] engagements


"$TAO subnets are printing even in a brutal bear market"  
[X Link](https://x.com/NFTLunatic/status/2019979986900263123)  2026-02-07T03:42Z [----] followers, [---] engagements


"Is it really such a bad thing that $HIMS is getting all this bad publicity for going after big pharma. Id imagine the American people will absolutely denounce them for doing such a thing"  
[X Link](https://x.com/NFTLunatic/status/2019981520547770866)  2026-02-07T03:48Z [----] followers, [----] engagements


"@GeneInvesting I feel you but the loophole is there. Dont hate the player hate the game"  
[X Link](https://x.com/NFTLunatic/status/2020023257764663296)  2026-02-07T06:34Z [----] followers, [---] engagements


"@JKeynesAlpha People used to say this about $AMZN and $SPOT. $NFLX too I believe. Those are just a few off the top of my head"  
[X Link](https://x.com/NFTLunatic/status/2020193472586883133)  2026-02-07T17:50Z [----] followers, [---] engagements


"@otium33 $BE is way more expensive though. Im looking at those two too. I wish there was one that had a founder with 10% + ownership. I need an energy play Roger than my big $TSLA position"  
[X Link](https://x.com/NFTLunatic/status/2020247476641657158)  2026-02-07T21:25Z [----] followers, [---] engagements


"@otium33 Have you looked into $NXT I really like them but recently sold out to consolidate. But honestly idk if that was a good decision"  
[X Link](https://x.com/NFTLunatic/status/2020249820825546775)  2026-02-07T21:34Z [----] followers, [--] engagements


"Bears can't make up their mind on $HIMS. The real reason it makes people uncomfortable It's a direct threat to the status quo. Big pharma has thrived on bureaucratic price gouging and one-size-fits-all medicine for decades. That playbook isn't safe as long as $HIMS exists. Personalized. Affordable. Healthcare for all. Great job management. https://twitter.com/i/web/status/2020251693271904531 https://twitter.com/i/web/status/2020251693271904531"  
[X Link](https://x.com/NFTLunatic/status/2020251693271904531)  2026-02-07T21:41Z [----] followers, [---] engagements


"$HIMS That would be some next level 4D chess. But I wouldnt be surprised. My instincts tell me this was $HIMS psychologically priming the masses for their Super Bowl ad via viral marketing while simultaneously trying to determine the boundaries setup in the most favored nations agreement with big pharma and the Trump Administration. It will be a My instincts tell me this was $HIMS psychologically priming the masses for their Super Bowl ad via viral marketing while simultaneously trying to determine the boundaries setup in the most favored nations agreement with big pharma and the Trump"  
[X Link](https://x.com/NFTLunatic/status/2020252636167987620)  2026-02-07T21:45Z [----] followers, [---] engagements


"@hazresearch I think they are relatively simple to understand. Which part is hard to understand"  
[X Link](https://x.com/NFTLunatic/status/2020263169068069058)  2026-02-07T22:27Z [----] followers, [--] engagements


"@JKeynesAlpha Its funny how the fake drugs $HIMS offers have a much higher retention rate than $NVO. Personalized medicine is real and that is why the 503B loophole exists. You produce great research but you are wrong on this one"  
[X Link](https://x.com/NFTLunatic/status/2020269038245470352)  2026-02-07T22:50Z [----] followers, [---] engagements


"Ive got normie friends asking me about $HIMS. We definitely got some free marketing"  
[X Link](https://x.com/NFTLunatic/status/2020270617849917608)  2026-02-07T22:57Z [----] followers, [----] engagements


"Very good unbiased take. $HIMS is much bigger than GLP-1s I really love the Fintwit battle between $HIMS and $NVO shareholders. I used to own both. I have earned money on both. If I should choose one stock to buy right now it would be $HIMS. $NVO is too obsessed with compounders while $LLY takes its market share. Selling the https://t.co/YQFQVav5gP I really love the Fintwit battle between $HIMS and $NVO shareholders. I used to own both. I have earned money on both. If I should choose one stock to buy right now it would be $HIMS. $NVO is too obsessed with compounders while $LLY takes its"  
[X Link](https://x.com/NFTLunatic/status/2020273988904038668)  2026-02-07T23:10Z [----] followers, [----] engagements


"@VinnyJay87 Why does $HIMS have higher retention for its GLP1s than $NVO"  
[X Link](https://x.com/NFTLunatic/status/2020298240323621251)  2026-02-08T00:46Z [----] followers, [---] engagements


"@longinvest32 No such thing as bad publicity"  
[X Link](https://x.com/NFTLunatic/status/2020310818987094067)  2026-02-08T01:36Z [----] followers, [---] engagements


"I agree that there are some complicated aspects when you get into the weeds. But the big picture is simple. For $HIMS: Sidestepping insurance entirely and bringing personalized affordable healthcare to the masses. For $LMND: having AI integrated seamlessly into all aspects of their insurance business. Lowering CAC and keeping operating expenses flat while their autonomous organizations operating leverage takes over. You can simply look at OPEX minus growth spend and see that the story is playing out as expected. https://twitter.com/i/web/status/2020356531661820218"  
[X Link](https://x.com/NFTLunatic/status/2020356531661820218)  2026-02-08T04:38Z [----] followers, [---] engagements


"$DUOL brand and marketing is 🔥 The companies willingness to constantly experiment is what great management teams are made of"  
[X Link](https://x.com/NFTLunatic/status/2020631518918684828)  2026-02-08T22:51Z [----] followers, [----] engagements


"One thing that frustrates me about FinTwit: large accounts that engagement farm by kicking stocks and their bulls while theyre down. $HIMS bulls have been on the receiving end of a lot of it lately. I genuinely dont mind but it does get old when my timeline becomes more noise than substance. What bothers me more is what it reveals about accounts I otherwise would have respected a lot more. To be clear: there are plenty of fair critical takes on $HIMS. Thats not what Im talking about here. Ill take a constructive conversation with an opposing view any day of the week"  
[X Link](https://x.com/NFTLunatic/status/2020974846100783409)  2026-02-09T21:35Z [----] followers, [----] engagements


"Many things can be true at once: [--] Patents deserve protection. [--] Patients deserve personalized medicine. [--] Not all patents are created equally. Theres a lot of nuance in the $HIMS vs $NVO battle that people are glossing over. Peptides are naturally occurring molecules. Should a company be able to make minor modifications and then claim complete control over what nature already created That question alone opens a massive conversation but too many people are reducing this to a simple right vs. wrong while ignoring the real-world impact on patient outcomes. The $HIMS endgame isnt just selling"  
[X Link](https://x.com/NFTLunatic/status/2020986380692939120)  2026-02-09T22:21Z [----] followers, [----] engagements


"I actually love accounts that are simply critical of investing ideas like @nanalyzetweets They always provide a contrarian bearish take on popular stocks. I have learned a lot from them. But most $HIMS critics here have barely researched the company. One thing that frustrates me about FinTwit: large accounts that engagement farm by kicking stocks and their bulls while theyre down. $HIMS bulls have been on the receiving end of a lot of it lately. I genuinely dont mind but it does get old when my timeline becomes more noise https://t.co/fzfCKPeJLx One thing that frustrates me about FinTwit:"  
[X Link](https://x.com/NFTLunatic/status/2020993187226022369)  2026-02-09T22:48Z [----] followers, [----] engagements


"@GeneInvesting Theyve already done that. Thats how economies of scale work. Labs are slowly coming down already. Thats why $AMZN can offer things for cheap now. 🤷🏽♂"  
[X Link](https://x.com/NFTLunatic/status/2021024032901169256)  2026-02-10T00:50Z [----] followers, [--] engagements


"@GeneInvesting Im saying in general not just medicine. $HIMS still has customers obviously for different reasons. Do you know why"  
[X Link](https://x.com/NFTLunatic/status/2021025238432027036)  2026-02-10T00:55Z [----] followers, [--] engagements


"@GeneInvesting It wouldnt have to do with customer experience ease of use skipping insurance etc. Im fairly certain you have friends who use $HIMS. It might not resonate with you. But its clearly resonating with many"  
[X Link](https://x.com/NFTLunatic/status/2021026865851638134)  2026-02-10T01:02Z [----] followers, [---] engagements


"$PATH $DUOL $HIMS I cant buy enough of these. They all have massive TAMs and rediculously cheap valuations. Top [--] performing stocks in my five year model are now $PATH $DUOL and $HIMS 🚀 All are currently down 70%-80% from their highs. All show OVER a 10x within [--] years. Top [--] performing stocks in my five year model are now $PATH $DUOL and $HIMS 🚀 All are currently down 70%-80% from their highs. All show OVER a 10x within [--] years"  
[X Link](https://x.com/NFTLunatic/status/2021311407015293227)  2026-02-10T19:52Z [----] followers, [----] engagements


"$LMND $TSLA partnership is so bullish for the future of $LMND. Lemonade has officially launched its Tesla FSD 50% rate cut package in Oregon. You pay a low fixed parking price then pay only for miles driven each month. If you have FSD activated those miles are 50% off. The company says that as FSD versions improve prices will go down https://t.co/aBIg5iSaMs Lemonade has officially launched its Tesla FSD 50% rate cut package in Oregon. You pay a low fixed parking price then pay only for miles driven each month. If you have FSD activated those miles are 50% off. The company says that as FSD"  
[X Link](https://x.com/NFTLunatic/status/2021313006269853942)  2026-02-10T19:59Z [----] followers, [----] engagements


"$ICP 🧵Dfinity has already locked down Pakistan and Cambodia And if I had to guess theyve already locked down Switzerland (imo) This is why Ive always ignored the Dfinity needs to do something noise They are YEARS AHEAD. So far ahead that people cant comprehend whats going https://t.co/R55ywOMab2 🧵Dfinity has already locked down Pakistan and Cambodia And if I had to guess theyve already locked down Switzerland (imo) This is why Ive always ignored the Dfinity needs to do something noise They are YEARS AHEAD. So far ahead that people cant comprehend whats going https://t.co/R55ywOMab2"  
[X Link](https://x.com/NFTLunatic/status/2021342100269432933)  2026-02-10T21:54Z [----] followers, [---] engagements


"I like $ZEPH here. I see a reality where it 10Xs off of an $XMR breakout"  
[X Link](https://x.com/NFTLunatic/status/2009990051346952626)  2026-01-10T14:05Z [----] followers, [---] engagements


"What are the best robotic plays in crypto I like $AUKI and $GEOD"  
[X Link](https://x.com/NFTLunatic/status/2016581106967986414)  2026-01-28T18:36Z [----] followers, [---] engagements


"15 growth stocks reaccelerating at deep value: $SE 38% growth [---] P/S (best risk/reward) $TWLO 4%15% [---] P/S (6 qtrs accelerating) $PGY 36% growth [---] P/S (cheapest) $UPST -39%+71% [---] P/S (sharpest V) $TOST ARR +30% [---] P/S (79% SaaS margin) $WIX 7%14% [---] P/S (first GAAP profit) $BRZE 22%26% [---] P/S (67% gross margin) $AMPL 6%18% [----] P/S (76% gross margin) $FOUR 30%+ [----] P/S (founder-led) $S 23% growth [---] P/S (79% gross margin) $PSTG 8%16% [---] P/S (AI storage) $DOCN 2%16% [---] P/S (AI cloud) $ZG 2%16% [---] P/S (no housing recovery yet) $GRAB 10%22% [---] P/S (SE Asia super-app) $SOFI 26%37%"  
[X Link](https://x.com/NFTLunatic/status/2019777100182340083)  2026-02-06T14:16Z [----] followers, [---] engagements


"$QS @JKeynesAlpha Says the guy shilling multibillion dollar pre revenue companies with massive insider selling"  
[X Link](https://x.com/NFTLunatic/status/2020278324988375149)  2026-02-07T23:27Z [----] followers, [----] engagements


"Best time to add to a position: ✅ Fundamentals improving ✅ Stock price falling ✅ Market narrative negative Worst time to add: 🛑 Stock hitting new highs 🛑 Everyone bullish 🛑 Fundamentals slowing $DUOL down 79% from highs: 30% DAU growth $1B revenue 35% FCF margins. Trading at [--] EV/FCF. $PATH down 39% from highs: First GAAP-profitable Q3 ever 107% dollar based net retention founder back as CEO. Reaccelerating revenue growth. Adding to both. This is how asymmetric bets work. https://twitter.com/i/web/status/2020905704828133446 https://twitter.com/i/web/status/2020905704828133446"  
[X Link](https://x.com/NFTLunatic/status/2020905704828133446)  2026-02-09T17:00Z [----] followers, [----] engagements


"I continue to consolidate my portfolio. I sold out of $ZETA (at a 20% gain) mainly to add more to $DUOL $HIMS and $PATH. ✅ I understand these businesses more. ✅ I higher conviction in them. ✅ I find them more interesting (therefore easier to study). ✅ They have larger TAMs. ✅ They are more hated by the market right now. https://twitter.com/i/web/status/2021255329015579114 https://twitter.com/i/web/status/2021255329015579114"  
[X Link](https://x.com/NFTLunatic/status/2021255329015579114)  2026-02-10T16:09Z [----] followers, [----] engagements


"My favorite stocks under $6 billion market cap: 🍋 $LMND 🦉 $DUOL 💊 $HIMS 🧬 $TWST 🔮 $ATAI / $CMPS 🚘 $ROOT ☀ $ASTI (highly speculative gamble) My favorite small-cap stocks under $5B market cap - $ZETA - $FUBO - $CAKE - $OSCR - $PGY My favorite small-cap stocks under $5B market cap - $ZETA - $FUBO - $CAKE - $OSCR - $PGY"  
[X Link](https://x.com/NFTLunatic/status/2021256959052189750)  2026-02-10T16:16Z [----] followers, [----] engagements


"The market thinks AI disrupts $DUOL. Duolingos highest-paying tier is literally an AI feature: video calls with characters real-time conversation practice. Better AI ➡ better product ➡ more paid conversions ➡ more data ➡ better AI AI isnt the threat. Its the growth driver. https://twitter.com/i/web/status/2021332890915926273 https://twitter.com/i/web/status/2021332890915926273"  
[X Link](https://x.com/NFTLunatic/status/2021332890915926273)  2026-02-10T21:18Z [----] followers, [----] engagements


"@UkWalkr I agree Id love a real estate course"  
[X Link](https://x.com/NFTLunatic/status/2021359314301223408)  2026-02-10T23:03Z [----] followers, [---] engagements


"I must say I like Claude a lot but I still find some use out of ChatGPT Grok and Gemini. They all have their own strengths. But Claude has got to be my favorite"  
[X Link](https://x.com/NFTLunatic/status/2021756980541428064)  2026-02-12T01:23Z [----] followers, [---] engagements


"Its crazy how brutal the SaaSpocalypse is but the NASDAQ is near ATHs. $DUOL $PATH $ADBE $SNOW $MNDY $NOW $RBRK $U $GTLB"  
[X Link](https://x.com/NFTLunatic/status/2021776321353756911)  2026-02-12T02:40Z [----] followers, [----] engagements


"@SilverBulletBTC $ICP"  
[X Link](https://x.com/NFTLunatic/status/2021795318258413585)  2026-02-12T03:55Z [----] followers, [--] engagements


"@david_np24766 No one comes close to the engagement level of $DUOL"  
[X Link](https://x.com/NFTLunatic/status/2021878661218283541)  2026-02-12T09:26Z [----] followers, [--] engagements


"$ZEPH has the most promising private stablecoin. Its built with $XMR tech. At $8 million market cap I believe this asset has the potential to hit $1 billion"  
[X Link](https://x.com/NFTLunatic/status/2010916780248580222)  2026-01-13T03:28Z [----] followers, [----] engagements


"High-quality growth stocks crushed in the SaaS selloff: $TEM -51% $HOOD -52% $SMCI -54% $CAVA -56% $GTLB -57% $KVYO -62% $UPST -63% $HIMS -64% $SOUN -67% $DUOL -79% $TTD -79% Most are founder-led. Most growing 25%+ Several already profitable. SaaSpocalypse doesnt match the fundamentals. https://twitter.com/i/web/status/2019594550851907915 https://twitter.com/i/web/status/2019594550851907915"  
[X Link](https://x.com/NFTLunatic/status/2019594550851907915)  2026-02-06T02:10Z [----] followers, [----] engagements


"$DUOL CEO Luis Von Ahn stated in a new interview that there will be new courses coming though he didnt say when. He didnt commit to any specifics but mentioned hed like to do a K-12 science course. What subject do you think would fit well into a $DUOL style course https://youtu.be/wMUIFD2KXDcsi=6qJJP8id1IeZJPCn https://youtu.be/wMUIFD2KXDcsi=6qJJP8id1IeZJPCn"  
[X Link](https://x.com/NFTLunatic/status/2021312802301018490)  2026-02-10T19:58Z [----] followers, 16.5K engagements


"$DUOL #1 in education is not too shabby. #38 in all categories aint bad either. $DUOL is down 80% from the highs and 25% below IPO. Meanwhile App Store rankings are up in the past few months. https://t.co/rB7Koaguf4 $DUOL is down 80% from the highs and 25% below IPO. Meanwhile App Store rankings are up in the past few months. https://t.co/rB7Koaguf4"  
[X Link](https://x.com/NFTLunatic/status/2021702268957888824)  2026-02-11T21:45Z [----] followers, [----] engagements


"Its hard to get my $DUOL average down now because its such a big position. $164.82 and lowering. 🔴-33%"  
[X Link](https://x.com/NFTLunatic/status/2021759252142985675)  2026-02-12T01:32Z [----] followers, [----] engagements


"The best investments Ive made all share one trait: the business was improving and the stock was falling. $DUOL expanding margins [--] pts/yr while the stock drops 67%. $PATH reaching GAAP profitability while the stock drops 23%. $LMND hitting record-low loss ratios while analysts set $44 price targets. The market rewards patience on a delay. Sometimes a long delay. But the fundamentals always catch up. https://twitter.com/i/web/status/2021946148211069265 https://twitter.com/i/web/status/2021946148211069265"  
[X Link](https://x.com/NFTLunatic/status/2021946148211069265)  2026-02-12T13:55Z [----] followers, [----] engagements


"I think DCAing into privacy coins here is a great idea. AI surveillance will only get better from here. Governments are becoming more authoritarian globally. $XMR $ZEC $ZANO $ZEPH"  
[X Link](https://x.com/NFTLunatic/status/2021986720305299822)  2026-02-12T16:36Z [----] followers, [---] engagements


"@JulianSorel70 🤤"  
[X Link](https://x.com/NFTLunatic/status/2021989479742157070)  2026-02-12T16:47Z [----] followers, [--] engagements


"It kinda seems like AI agents just might be bullish for $PATH. What if all your systems worked as one 🔗 Maestro is where #AgenticAutomation meets seamless orchestration. 🤝 https://t.co/k2ZGFJ1VHc https://t.co/Ow4p0a1wwH What if all your systems worked as one 🔗 Maestro is where #AgenticAutomation meets seamless orchestration. 🤝 https://t.co/k2ZGFJ1VHc https://t.co/Ow4p0a1wwH"  
[X Link](https://x.com/NFTLunatic/status/2022011370078974267)  2026-02-12T18:14Z [----] followers, [---] engagements


"The market is waking up to the strong AI tailwinds $TWST is facing in the near to medium term. My Substack deep dive will be dropping on Sunday. $TWST is the $TSM (Taiwan Semiconductor) of manufacturing synthetic biology"  
[X Link](https://x.com/NFTLunatic/status/2022034904851284472)  2026-02-12T19:47Z [----] followers, [---] engagements


"These are the top holdings in my two stock accounts [--]. $TSLA [--]. $LMND [--]. $ARKB [--]. $HIMS [--]. $PATH Etc"  
[X Link](https://x.com/NFTLunatic/status/1981457289945960462)  2025-10-23T20:26Z [----] followers, [---] engagements


"$ATAI $CMPS $GHRS $CYBN $MNMD Psychedelic stocks are quietly exploding into a bull market. All eyes on $CMPS as the first classic psychedelic to be approved by the FDA potentially. (Psilocybin COMP360)"  
[X Link](https://x.com/NFTLunatic/status/2009306637618524273)  2026-01-08T16:50Z [----] followers, [----] engagements


"Multiple expansion is often a big part of a stock becoming a [--] bagger. Stocks at very low EV/S ratios that have massive potential for multiple expansion: $DUOL: [----] $ROOT: [----] $PATH: [----] $HIMS: [----] $ZETA: [----] $FOUR: [----] $DLO: [----] $PGY: [----] $DAVE: [----] Which stocks do you think deserve higher multiples https://twitter.com/i/web/status/2018738616101449816 https://twitter.com/i/web/status/2018738616101449816"  
[X Link](https://x.com/NFTLunatic/status/2018738616101449816)  2026-02-03T17:29Z [----] followers, [----] engagements


"$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"  
[X Link](https://x.com/NFTLunatic/status/2020884458799268170)  2026-02-09T15:36Z [----] followers, [----] engagements


"$ICP has actually valuable applications that other blockchains cant provide. MoU signed with Pakistan gov today: establish a sovereign Internet Computer subnet sovereign app creation using Caffeine and more. Sovereign network cloud that's self-writing (gen. AI) is a growing ICP use case. Our thanks & appreciation to Pakistan 🙏 https://t.co/BO0HiwMm68 MoU signed with Pakistan gov today: establish a sovereign Internet Computer subnet sovereign app creation using Caffeine and more. Sovereign network cloud that's self-writing (gen. AI) is a growing ICP use case. Our thanks & appreciation to"  
[X Link](https://x.com/NFTLunatic/status/2021333431289098687)  2026-02-10T21:20Z [----] followers, [---] engagements


"@nebhol89 Maybe vibe coding soon"  
[X Link](https://x.com/NFTLunatic/status/2021601577992061020)  2026-02-11T15:05Z [----] followers, [--] engagements


"Major exchanges delisted $XMR in [----]. The price response +195% for the year and a new all-time high of $798 on January [--] [----]. Now its trading at $340 a 57% dip from ATH. The delisting = death narrative is the most disproven thesis in crypto"  
[X Link](https://x.com/NFTLunatic/status/2021612691203166500)  2026-02-11T15:49Z [----] followers, [---] engagements


"$TAO is 79% below its all-time high. But since the ATH: 🟢 Subnets grew from [--] to [---] 🟢 Grayscale filed for a TAO Trust 🟢 First halving cut daily emissions 50% 🟢 21Shares launched a staked TAO ETP"  
[X Link](https://x.com/NFTLunatic/status/2021613222785081553)  2026-02-11T15:52Z [----] followers, [---] engagements


"The bear case on $DUOL is that AI replaces it. But AI doesnt solve the actual hard problem: getting someone to show up every single day. Duolingo has 30%+ DAU/MAU. They didnt just build a language app. They built a behavior modification tool. AI just gives that tool better fuel. https://twitter.com/i/web/status/2021726213933265160 https://twitter.com/i/web/status/2021726213933265160"  
[X Link](https://x.com/NFTLunatic/status/2021726213933265160)  2026-02-11T23:21Z [----] followers, [----] engagements


"@FindingMeFin My larger positions are $TSLA & $LMND. $HIMS is #4 after $DUOL"  
[X Link](https://x.com/NFTLunatic/status/2021872814362698221)  2026-02-12T09:03Z [----] followers, [---] engagements


"$PLTR crushed Q4: 70% YoY revenue growth to $1.41B US commercial up 137% [----] guidance at $7.2B (61% growth). Rule of [--] at 127%. This is the AI infrastructure buildout playing out in real-time. $PATH is the same bet at a fraction of the valuation: - Revenue reaccelerating (16% growth last Q) - Maestro AI agent/ orchestration platforn = early innings of enterprise orchestration wave - 5x [----] revenue vs $PLTRs 90x Enterprise AI spend isnt a one-company story. $PLTR proved the TAM. $PATH has the product the flywheel is starting and the multiple is 18x cheaper. If $PATH mirrors even a fraction"  
[X Link](https://x.com/NFTLunatic/status/2018649332845588507)  2026-02-03T11:34Z [----] followers, [----] engagements


"Its crazy how fast $DUOL went from being a growth stock to a value stock. But its actually a growth stock with value stock multiples. EV/S: [----] EV/FCF: [-----] TTM Revenue Growth: 40%"  
[X Link](https://x.com/NFTLunatic/status/2018804137111294271)  2026-02-03T21:49Z [----] followers, [----] engagements


"Some stocks I dont currently own at the top of my watchlist trading at increasingly attractive valuations: $SEZL $IOT $PGY $CRCL $ODD $BMBL $RBRK"  
[X Link](https://x.com/NFTLunatic/status/2017414920241913897)  2026-01-31T01:49Z [----] followers, [---] engagements


"@Gubloinvestor My biggest concern with $IOT is autonomous vehicles knocking out a big chunk of their business"  
[X Link](https://x.com/NFTLunatic/status/2018406129726902480)  2026-02-02T19:28Z [----] followers, [---] engagements


"Duolingo started off as a silly app. Which it is. But its a silly app that will revolutionize learning. By mastering human behavior $DUOL makes learning fun and gratifying in the short term. Rather than doom scrolling people dedicate time to learning and feel good doing so. Independent studies show $DUOL is as effective at teaching as traditional methods. This is while $DUOL is just beginning to focus on teaching quality and harnessing AI. Personalized learning better than a human tutor is within sight according to CEO Luis Von Ahn. The market thinks AI kills $DUOL. Im betting AI helps $DUOL"  
[X Link](https://x.com/NFTLunatic/status/2018809387901759671)  2026-02-03T22:10Z [----] followers, [----] engagements


"$LMND growth runway is massive. As $LMND's reinsurance changes takes more and more effect we should see an inflection point in revenue growth over the next year. https://t.co/4btneJ7E3v As $LMND's reinsurance changes takes more and more effect we should see an inflection point in revenue growth over the next year. https://t.co/4btneJ7E3v"  
[X Link](https://x.com/NFTLunatic/status/2019055009523019831)  2026-02-04T14:26Z [----] followers, [----] engagements


"Its clear that $DUOL is indeed dead"  
[X Link](https://x.com/NFTLunatic/status/2019845395149381953)  2026-02-06T18:47Z [----] followers, [----] engagements


"This was always part of the $HIMS investment thesis. Challenging Big Pharma's dominance over the American healthcare system was never going to be easy. I'm somewhat agnostic about the morality of GLP-1 compounding. But ultimately I believe it's good for patients which is exactly why the loophole exists in the first place. Big Pharma has shown us time and again that patients are not the priority. They are profit-maximizing machines. They don't pass cost savings down to consumers. $HIMS does. If you're hating on $HIMS here you're effectively cheering for Big Pharma to continue price gouging you"  
[X Link](https://x.com/NFTLunatic/status/2019905441233305935)  2026-02-06T22:45Z [----] followers, [----] engagements


"$BTC is down 46% from its October high. $126K 📉 $68K. Flash crash to $60K last week. $ARKB has bled $580M in [--] months. Spot BTC ETFs lost $3.4B+ in outflows this month alone. Post-halving cycles have historically peaked and corrected hard before the real move. The April [----] halving puts us right in that window. Sentiment is the worst since FTX. Thats usually when you want to pay attention. https://twitter.com/i/web/status/2021471723514667167 https://twitter.com/i/web/status/2021471723514667167"  
[X Link](https://x.com/NFTLunatic/status/2021471723514667167)  2026-02-11T06:29Z [----] followers, [---] engagements


"$LMND loss ratio trajectory: 2022: 90%+ 2023: 80% Q3 2024: 81% Q4 2024: 63% Q3 2025: 62% 🟢 all-time low In insurance this is THE metric. A 28-point improvement in [--] years while growing revenue 42% YoY. And nobodys talking about it because its just a boring insurance company. https://twitter.com/i/web/status/2021581254429200485 https://twitter.com/i/web/status/2021581254429200485"  
[X Link](https://x.com/NFTLunatic/status/2021581254429200485)  2026-02-11T13:45Z [----] followers, [----] engagements


"My highest-conviction positions going into Q4 earnings season: $LMND 62% loss ratio AI-native insurer approaching EBITDA breakeven. Reports Feb [--]. $DUOL 50M DAU 29.5% EBITDA margin 67% off highs. Reports Feb [--]. $TSLA Energy business quietly becoming a monster. [----] GWh deployed. Robotaxis expanding. The thread connecting them: founder-led companies building real moats with expanding margins trading at a discount to their fundamentals because of market sentiment not business quality. https://twitter.com/i/web/status/2021589291617427928 https://twitter.com/i/web/status/2021589291617427928"  
[X Link](https://x.com/NFTLunatic/status/2021589291617427928)  2026-02-11T14:17Z [----] followers, [----] engagements


"$LMND reports Q4 [----] on Wednesday Feb [--]. Key numbers to watch: Loss ratio (beat 62%) IFP growth (guided to $1.22B +30% YoY) Adj. EBITDA loss (guided to -$13M to -$16M almost breakeven) Autonomous car insurance early metrics This is the quarter that could change the narrative from money-losing insurtech to profitable AI-native insurer. Ill be watching closely. Whats your target https://twitter.com/i/web/status/2021680143933042783 https://twitter.com/i/web/status/2021680143933042783"  
[X Link](https://x.com/NFTLunatic/status/2021680143933042783)  2026-02-11T20:18Z [----] followers, [----] engagements


"$DUOL will become my largest position through price appreciation"  
[X Link](https://x.com/NFTLunatic/status/2021774650188161042)  2026-02-12T02:33Z [----] followers, [----] engagements


"$LMND Damn this is a sexy chart 😍 $LMND loss ratio trajectory: 2022: 90%+ 2023: 80% Q3 2024: 81% Q4 2024: 63% Q3 2025: 62% 🟢 all-time low In insurance this is THE metric. A 28-point improvement in [--] years while growing revenue 42% YoY. And nobodys talking about it because its just a boring insurance https://t.co/qnts9irSHB $LMND loss ratio trajectory: 2022: 90%+ 2023: 80% Q3 2024: 81% Q4 2024: 63% Q3 2025: 62% 🟢 all-time low In insurance this is THE metric. A 28-point improvement in [--] years while growing revenue 42% YoY. And nobodys talking about it because its just a boring insurance"  
[X Link](https://x.com/NFTLunatic/status/2021826008530231334)  2026-02-12T05:57Z [----] followers, [---] engagements


"$DUOL is a perfect retail stock. ✅ A healthy social media platform. ✅ An educational tool. ✅ A habit optimization machine. ✅ Good wholesome vibes"  
[X Link](https://x.com/NFTLunatic/status/2022017977030410441)  2026-02-12T18:40Z [----] followers, [----] engagements


"Im back in $IOT. ✅ Attractive valuation: Down 57% from highs. 29% revenue growth first GAAP profitable quarter and margins expanding fast. Still 2% TAM penetration on a $117B+ market. ✅ Massive data moat: [--] trillion data points annually from physically deployed hardware. No AI lab can download this. AI makes the moat wider not narrower. ✅ SaaS + hardware hybrid: AI-immune to the SaaSpocalypse. You cant replace a dash cam with a chatbot. 95% of large customers on 2+ products 70% on 3+. The boring company in the fastest-growing market. Peter Lynchs favorite kind of bet. ✅ The chart looks good:"  
[X Link](https://x.com/NFTLunatic/status/2022388068246868167)  2026-02-13T19:11Z [----] followers, [---] engagements

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