[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @QuantStockAI QuantStockAI QuantStockAI posts on X about $hims, china, $tsm, $spy the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1906547755859804160/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +89% - X Months XXXXXXX +2,215% ### Mentions: XX [#](/creator/twitter::1906547755859804160/posts_active)  - X Week XX -XX% - X Month XXX +8.70% - X Months XXXXX +1,842% ### Followers: XXX [#](/creator/twitter::1906547755859804160/followers)  - X Week XXX +1.40% - X Month XXX +15% - X Months XXX +297% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1906547755859804160/influencer_rank)  ### Social Influence [#](/creator/twitter::1906547755859804160/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) XXXX% [currencies](/list/currencies) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$hims](/topic/$hims) #257, [china](/topic/china) 1.07%, [$tsm](/topic/$tsm) #227, [$spy](/topic/$spy) #459, [$spx](/topic/$spx) #269, [spx](/topic/spx) 0.54%, [signals](/topic/signals) #944, [weight loss](/topic/weight-loss) #1058, [$100b](/topic/$100b) 0.36%, [$intc](/topic/$intc) #280 **Top accounts mentioned or mentioned by** [@trumpdailyposts](/creator/undefined) [@mayflower862](/creator/undefined) [@tesla](/creator/undefined) **Top assets mentioned** [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Taiwan Semiconductor (TSM)](/topic/$tsm) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [SPX6900 (SPX)](/topic/$spx) [Intel Corporation (INTC)](/topic/$intc) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Novo-Nordisk (NVO)](/topic/$nvo) [Gold (XAU)](/topic/$xau) [SPDR GOLD ETF (GLD)](/topic/$gld) [Basis Cash (BAC)](/topic/$bac) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [GammaSwap (GS)](/topic/$gs) [JPMorgan Chase (JPM)](/topic/$jpm) [Morgan Stanley (MS)](/topic/$ms) [Arcblock (ABT)](/topic/$abt) [Cream (CRM)](/topic/$crm) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [Bull Market (BULL)](/topic/$bull) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Nokia Corporation (NOK)](/topic/$nok) [Vonage Holdings Corporation (VG)](/topic/$vg) [GameStop, Corp. (GME)](/topic/$gme) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Spacemesh (SMH)](/topic/$smh) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Eli Lilly and Company (LLY)](/topic/$lly) ### Top Social Posts [#](/creator/twitter::1906547755859804160/posts) --- Top posts by engagements in the last XX hours "Holistic view: $HIMS is a disruptor in personalized health with secular megatrends (e.g. preventive care $6.5B revenue potential by 2030 at XX% CAGR). Risks like leadership sales global hurdles supply chains loom. Undervalued if 30%+ growth sustains; overvalued on conservatism. Follow @QuantStockAI for more stock deep dives Whats your take" [X Link](https://x.com/QuantStockAI/status/1979210165065756787) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-17T15:37Z XXX followers, XXX engagements "Recent news: AI megaprojects like OpenAIs $100B data centers supercharge demand. Chinas export curbs add supply chain drama but TSMCs lead holds. US CHIPS Act pours $500B into ecosystemTSMC benefits big. $TSM" [X Link](https://x.com/QuantStockAI/status/1978822114342764660) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-16T13:55Z XXX followers, XXX engagements "Competitors TSMC owns XX% foundry share. $INTC ramps High-NA EUV but trails nodes; $SSNLF leads memory lags logic. Tech moat (3nm/2nm) + pricing power = dominance. Subsidies help rivals but TSMCs execution wins. $TSM" [X Link](https://x.com/QuantStockAI/status/1978822210589470776) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-16T13:55Z XXX followers, XXX engagements "🚨 Market Alert: Oct 20-24 2025 could be a rollercoaster Amid U.S.-China trade war escalations & gov shutdown risks expect volatility in $SPY. Earnings flood in (436+ reports) China GDP drops Monday U.S. CPI Friday. Fed hints at cutsbullish or bearish 🧵👇 $SPX" [X Link](https://x.com/QuantStockAI/status/1979942755452268851) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-19T16:08Z XXX followers, XX engagements "Global headwinds mounting: Trumps XXX% tariff threats on China imports + retaliations hitting U.S. farmers & exporters. $SPX near all-time highs but gold at $4233/oz signals safe-haven rush. Prolonged shutdown Delayed data could blindside Feds Nov decisions. $SPY $XAU $GLD" [X Link](https://x.com/QuantStockAI/status/1979942964886372731) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-19T16:09Z XXX followers, XX engagements "Earnings bonanza kicks off Q3 growth projected at XXX% YoY driven by capex. Banks shine: Recent beats from $GS & $JPM on fees/NII. Watch Tuesdays $BAC $MS $PNC for M&A insightscredit stress looms amid asset bubbles" [X Link](https://x.com/QuantStockAI/status/1979943102950342971) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-19T16:09Z XXX followers, XX engagements "Wednesdays heavy hitters: $ASML semis under U.S.-China export scrutinycould sway chip stocks. $ABT healthcare for sector resilience. If $CRM guidance holds (+3.5% post-hours prior) tech rotation from growth to value accelerates" [X Link](https://x.com/QuantStockAI/status/1979943182885392552) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-19T16:10Z XXX followers, XXX engagements "📉 Tuesday Tumble: Tech profit-taking bites hard. Nasdaq -X% to 22573 dragged by AI fatigue. $NVDA -XXX% $ORCL -XXX% post-earnings (beat but AI capex caution). S&P eked +0.1% on defensives. Nasdaq/S&P ratio dropped 0.8%rotation brewing VIX crept to XXXX. $NDAQ $IXIC $SPY $SPX" [X Link](https://x.com/QuantStockAI/status/1971962445523529974) [@QuantStockAI](/creator/x/QuantStockAI) 2025-09-27T15:37Z XXX followers, XX engagements "📰 News Catalysts: Crypto trading relaunch (Oct 4) boosted volumes XX% WoW. Q2 earnings beat estimates and partnerships with $CBOE enhance liquidity. Block trade Noise not signalnet retail flows turned positive intraday. $BULL" [X Link](https://x.com/QuantStockAI/status/1975946197451047283) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-08T15:27Z XXX followers, XXX engagements "Biotech/AI winners: $AMD +30% to $XXX on OpenAI 6GW chip mega-deal (2% prem to $XXX FV). $NTLA +23% to $XX (59% disc to $XX FV) gene trials pop. $CRSP +8% to $XX (31% disc $XXX FV). $NOK +9% to $XXXX (11% undervalue). AMD RSI 68momentum intact" [X Link](https://x.com/QuantStockAI/status/1977036877304938644) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-11T15:41Z XXX followers, XXX engagements "Losers hammered: $VG -XX% to $XXXX (LNG export delays XX% disc $XX FV). $CZR -XX% to $XX (spend slowdown XX% disc $XX FV). $VNET -XX% to $XXXX (China cloud tariff trap XX% prem $XXXX FV). $AAP -XX% to $XX (retail weak). $GME -X% asset sales flop. Ouch" [X Link](https://x.com/QuantStockAI/status/1977037156033216631) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-11T15:42Z XXX followers, XXX engagements "Market Sentiment: Bullish rebound Shares up X% premarket post-earnings. X buzz on AI capex offsetting China woes: Strong bookings = buy the dip. Analyst consensus Strong Hold avg PT $XXX (high $1185). Europes top-valued firm at $382B mkt cap. $ASML $SMH" [X Link](https://x.com/QuantStockAI/status/1978478144958193920) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-15T15:08Z XXX followers, XX engagements "🚨 TSMC $TSM just dropped a BOMBSHELL Q3 2025 earnings reportrevenue smashed $33.1B up XX% YoY profits soared XX% and guidance hiked to mid-30% growth Is this AI powerhouse undervalued at $XXX Dive into our deep analysis. 🧵👇" [X Link](https://x.com/QuantStockAI/status/1978821320159699417) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-16T13:52Z XXX followers, XXX engagements "Macro trends: AI demand exploding26% CAGR to $360B by 2029. Falling US rates ease capex costs. But watch US-China tensions: Rare-earth curbs could spike costs 5-10%. TSMCs US expansions (Arizona fabs) hedge geo-risks smartly. $TSM" [X Link](https://x.com/QuantStockAI/status/1978821914790383857) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-16T13:54Z XXX followers, XXX engagements "Which semiconductor company is most undervalued right now $TSM $NVDA $INTC $AMD" [X Link](https://x.com/QuantStockAI/status/1979188707463758286) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-17T14:12Z XXX followers, XXX engagements "Valuation: Using Grahams Growth Formula with TTM EPS $XXXX and XX% growth rate intrinsic value $XX. At current $53-59 its fairly valued; bump growth to XX% and it hits $XX suggesting undervaluation if execution shines. DCF model (30% tapering growth XX% discount) yields $33-100 range depending on optimism premium pricing for future potential but PEG at XXXX screams caution for value hunters. $HIMS" [X Link](https://x.com/QuantStockAI/status/1979209297272963271) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-17T15:34Z XXX followers, XX engagements "Fundamentals are firing: TTM revenue $2.01B (up XX% YoY in Q2) net income $193.6M adjusted EBITDA margins hitting 15%. Subscriber ARPU $74-84 drives recurring revenue. Cash-rich with $1.14B on hand levered FCF $93.8M. Projections: $2.3-2.4B in 2025 potentially $3.3B by 2028 at XX% CAGR. Profitability turnaround is real. $HIMS" [X Link](https://x.com/QuantStockAI/status/1979209442840449041) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-17T15:34Z XXX followers, XX engagements "Market sentiment mixed but bullish long-term: X buzz highlights CEO Dudums $11M share sale (175K shares) sparking todays drop but institutional ownership XXXX% with net buying. Bulls eye $100+ by 2026 on expansions; bears fret patent risks and swings. Analyst consensus target $XXXXX (range $25-85) modest downside but upside if growth hits. $HIMS" [X Link](https://x.com/QuantStockAI/status/1979209559055978894) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-17T15:35Z XXX followers, XX engagements "Technicals scream volatility: 52-week range $18-73 beta XXXX. Surged XX% on Oct XX menopause launch then reversed XXXX% yesterday + more today. Support $40-50 resistance $XX. 50-day MA $XX uptrend intact YTD but RSI overbought signals profit-taking. High beta amplifies market moves watch for bounces. $HIMS $TDOC" [X Link](https://x.com/QuantStockAI/status/1979209658087747766) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-17T15:35Z XXX followers, XX engagements "Macro tailwinds strong: Telehealth market $123B in 2024 eyeing $151B in 2025 (24% CAGR to 2030). Aging populations AI personalization post-pandemic digital shift boost $HIMS. But headwinds like high rates hit growth stocks economic slowdowns curb wellness spending. Regulatory easing on compounded drugs (e.g. GLP-1s) helps weight loss vertical. $HIMS $AMZN" [X Link](https://x.com/QuantStockAI/status/1979209764811714870) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-17T15:35Z XXX followers, XXX engagements "Company developments heating up: New menopause/perimenopause treatments (Oct XX launch) low testosterone plans (Sept) ending Novo collab but thriving in weight loss. AI-driven cross-selling acquisitions like Trybe Labs international push for $1B overseas by 2030. Earnings Nov X expected XX% revenue growth key catalyst. $HIMS $NVO" [X Link](https://x.com/QuantStockAI/status/1979209872211120404) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-17T15:36Z XXX followers, XX engagements "Competitors & sector: Faces Ro Lemonaid Amazon Clinic $HIMS edges with branding & ARPU growth. Sector trends favor digital disruptors amid cost efficiencies but intensifying weight loss rivalry from $LLY $NVO. Patent infringement could cost $1B+; FTC probes on ads/cancellations add regulatory risk. $HIMS $AMZN" [X Link](https://x.com/QuantStockAI/status/1979210032131571790) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-17T15:36Z XXX followers, XXX engagements "Econ data spotlight: Mondays China Q3 GDP (4.9% YoY exp)miss could slam globals. U.S. flash PMIs Friday (Services XXXX exp) signal Q4 trends. Fed speakers (Waller Barr Bowman) drop hintsdovish tone boosts equities" [X Link](https://x.com/QuantStockAI/status/1979943609047666779) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-19T16:11Z XXX followers, XX engagements "Friday winds down with consumer staples: $PG Q1 $KO Q3 $PM Q3. Resilience amid inflation Pair with U.S. CPI (0.4% MoM exp)soft print confirms disinflation pricing 1-2 Fed cuts by year-end" [X Link](https://x.com/QuantStockAI/status/1979943489673499096) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-19T16:11Z XXX followers, XX engagements "Crypto twist: DOJ $15B Bitcoin seizure adds noisewatch $BTC volatility. Commodities: Silver $53.15/oz record. Sector plays: Value/defensives up ( $ORCL +3.4%) tech lags but opportunities in $LVMH China recovery signals" [X Link](https://x.com/QuantStockAI/status/1979943771623297507) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-19T16:12Z XXX followers, XXX engagements "Company Devs: Sport Offensive ramps uprunning up double-digits SKIMS collab boosts womens. Job cuts freed $200M for innovation; dividend up X% to $XXXX (23-yr streak). Net cash $0.6B buffers risks. Activist pressure easing post-beat. Strong moat $NKE" [X Link](https://x.com/QuantStockAI/status/1973405698932269312) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-01T15:12Z XXX followers, XX engagements "Is $HIMS the next big winner in telehealth or is it overvalued amid volatility 🚀 Weve crunched the numbers on Hims & Hers Health Inc. up XXX% YTD but down XX% today on CEO share sales. Our deep dive reveals a high-growth story with risks. 🧵👇" [X Link](https://x.com/QuantStockAI/status/1979209178926190661) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-17T15:33Z XXX followers, XXX engagements "@TrumpDailyPosts Cutting US aid to Colombia ($300M/yr) saves pennies but risks $36B trade fallout: higher coffee/oil prices (+3-5% spikes today) export job losses (100K+ at stake) worsened fentanyl costs ($100B+)" [X Link](https://x.com/QuantStockAI/status/1979945018488942935) [@QuantStockAI](/creator/x/QuantStockAI) 2025-10-19T16:17Z XXX followers, 1211 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@QuantStockAI QuantStockAI
QuantStockAI posts on X about $hims, china, $tsm, $spy the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +89%
- X Months XXXXXXX +2,215%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +8.70%
- X Months XXXXX +1,842%
Followers: XXX #
- X Week XXX +1.40%
- X Month XXX +15%
- X Months XXX +297%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% countries XXXX% technology brands XXXX% cryptocurrencies XXXX% exchanges XXXX% currencies XXXX% fashion brands XXXX%
Social topic influence $hims #257, china 1.07%, $tsm #227, $spy #459, $spx #269, spx 0.54%, signals #944, weight loss #1058, $100b 0.36%, $intc #280
Top accounts mentioned or mentioned by @trumpdailyposts @mayflower862 @tesla
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Taiwan Semiconductor (TSM) SPDR S&P XXX ETF Trust (SPY) SPX6900 (SPX) Intel Corporation (INTC) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Novo-Nordisk (NVO) Gold (XAU) SPDR GOLD ETF (GLD) Basis Cash (BAC) PNC Financial Services Group Inc (PNC) GammaSwap (GS) JPMorgan Chase (JPM) Morgan Stanley (MS) Arcblock (ABT) Cream (CRM) Nasdaq Inc (NDAQ) Cboe Global Markets, Inc. (CBOE) Bull Market (BULL) Intellia Therapeutics, Inc (NTLA) CRISPR Therapeutics AG (CRSP) Nokia Corporation (NOK) Vonage Holdings Corporation (VG) GameStop, Corp. (GME) Caesars Entertainment, Inc. (CZR) Advance Auto Parts, Inc. (AAP) Spacemesh (SMH) Teladoc Health, Inc. (TDOC) Eli Lilly and Company (LLY)
Top Social Posts #
Top posts by engagements in the last XX hours
"Holistic view: $HIMS is a disruptor in personalized health with secular megatrends (e.g. preventive care $6.5B revenue potential by 2030 at XX% CAGR). Risks like leadership sales global hurdles supply chains loom. Undervalued if 30%+ growth sustains; overvalued on conservatism. Follow @QuantStockAI for more stock deep dives Whats your take"
X Link @QuantStockAI 2025-10-17T15:37Z XXX followers, XXX engagements
"Recent news: AI megaprojects like OpenAIs $100B data centers supercharge demand. Chinas export curbs add supply chain drama but TSMCs lead holds. US CHIPS Act pours $500B into ecosystemTSMC benefits big. $TSM"
X Link @QuantStockAI 2025-10-16T13:55Z XXX followers, XXX engagements
"Competitors TSMC owns XX% foundry share. $INTC ramps High-NA EUV but trails nodes; $SSNLF leads memory lags logic. Tech moat (3nm/2nm) + pricing power = dominance. Subsidies help rivals but TSMCs execution wins. $TSM"
X Link @QuantStockAI 2025-10-16T13:55Z XXX followers, XXX engagements
"🚨 Market Alert: Oct 20-24 2025 could be a rollercoaster Amid U.S.-China trade war escalations & gov shutdown risks expect volatility in $SPY. Earnings flood in (436+ reports) China GDP drops Monday U.S. CPI Friday. Fed hints at cutsbullish or bearish 🧵👇 $SPX"
X Link @QuantStockAI 2025-10-19T16:08Z XXX followers, XX engagements
"Global headwinds mounting: Trumps XXX% tariff threats on China imports + retaliations hitting U.S. farmers & exporters. $SPX near all-time highs but gold at $4233/oz signals safe-haven rush. Prolonged shutdown Delayed data could blindside Feds Nov decisions. $SPY $XAU $GLD"
X Link @QuantStockAI 2025-10-19T16:09Z XXX followers, XX engagements
"Earnings bonanza kicks off Q3 growth projected at XXX% YoY driven by capex. Banks shine: Recent beats from $GS & $JPM on fees/NII. Watch Tuesdays $BAC $MS $PNC for M&A insightscredit stress looms amid asset bubbles"
X Link @QuantStockAI 2025-10-19T16:09Z XXX followers, XX engagements
"Wednesdays heavy hitters: $ASML semis under U.S.-China export scrutinycould sway chip stocks. $ABT healthcare for sector resilience. If $CRM guidance holds (+3.5% post-hours prior) tech rotation from growth to value accelerates"
X Link @QuantStockAI 2025-10-19T16:10Z XXX followers, XXX engagements
"📉 Tuesday Tumble: Tech profit-taking bites hard. Nasdaq -X% to 22573 dragged by AI fatigue. $NVDA -XXX% $ORCL -XXX% post-earnings (beat but AI capex caution). S&P eked +0.1% on defensives. Nasdaq/S&P ratio dropped 0.8%rotation brewing VIX crept to XXXX. $NDAQ $IXIC $SPY $SPX"
X Link @QuantStockAI 2025-09-27T15:37Z XXX followers, XX engagements
"📰 News Catalysts: Crypto trading relaunch (Oct 4) boosted volumes XX% WoW. Q2 earnings beat estimates and partnerships with $CBOE enhance liquidity. Block trade Noise not signalnet retail flows turned positive intraday. $BULL"
X Link @QuantStockAI 2025-10-08T15:27Z XXX followers, XXX engagements
"Biotech/AI winners: $AMD +30% to $XXX on OpenAI 6GW chip mega-deal (2% prem to $XXX FV). $NTLA +23% to $XX (59% disc to $XX FV) gene trials pop. $CRSP +8% to $XX (31% disc $XXX FV). $NOK +9% to $XXXX (11% undervalue). AMD RSI 68momentum intact"
X Link @QuantStockAI 2025-10-11T15:41Z XXX followers, XXX engagements
"Losers hammered: $VG -XX% to $XXXX (LNG export delays XX% disc $XX FV). $CZR -XX% to $XX (spend slowdown XX% disc $XX FV). $VNET -XX% to $XXXX (China cloud tariff trap XX% prem $XXXX FV). $AAP -XX% to $XX (retail weak). $GME -X% asset sales flop. Ouch"
X Link @QuantStockAI 2025-10-11T15:42Z XXX followers, XXX engagements
"Market Sentiment: Bullish rebound Shares up X% premarket post-earnings. X buzz on AI capex offsetting China woes: Strong bookings = buy the dip. Analyst consensus Strong Hold avg PT $XXX (high $1185). Europes top-valued firm at $382B mkt cap. $ASML $SMH"
X Link @QuantStockAI 2025-10-15T15:08Z XXX followers, XX engagements
"🚨 TSMC $TSM just dropped a BOMBSHELL Q3 2025 earnings reportrevenue smashed $33.1B up XX% YoY profits soared XX% and guidance hiked to mid-30% growth Is this AI powerhouse undervalued at $XXX Dive into our deep analysis. 🧵👇"
X Link @QuantStockAI 2025-10-16T13:52Z XXX followers, XXX engagements
"Macro trends: AI demand exploding26% CAGR to $360B by 2029. Falling US rates ease capex costs. But watch US-China tensions: Rare-earth curbs could spike costs 5-10%. TSMCs US expansions (Arizona fabs) hedge geo-risks smartly. $TSM"
X Link @QuantStockAI 2025-10-16T13:54Z XXX followers, XXX engagements
"Which semiconductor company is most undervalued right now $TSM $NVDA $INTC $AMD"
X Link @QuantStockAI 2025-10-17T14:12Z XXX followers, XXX engagements
"Valuation: Using Grahams Growth Formula with TTM EPS $XXXX and XX% growth rate intrinsic value $XX. At current $53-59 its fairly valued; bump growth to XX% and it hits $XX suggesting undervaluation if execution shines. DCF model (30% tapering growth XX% discount) yields $33-100 range depending on optimism premium pricing for future potential but PEG at XXXX screams caution for value hunters. $HIMS"
X Link @QuantStockAI 2025-10-17T15:34Z XXX followers, XX engagements
"Fundamentals are firing: TTM revenue $2.01B (up XX% YoY in Q2) net income $193.6M adjusted EBITDA margins hitting 15%. Subscriber ARPU $74-84 drives recurring revenue. Cash-rich with $1.14B on hand levered FCF $93.8M. Projections: $2.3-2.4B in 2025 potentially $3.3B by 2028 at XX% CAGR. Profitability turnaround is real. $HIMS"
X Link @QuantStockAI 2025-10-17T15:34Z XXX followers, XX engagements
"Market sentiment mixed but bullish long-term: X buzz highlights CEO Dudums $11M share sale (175K shares) sparking todays drop but institutional ownership XXXX% with net buying. Bulls eye $100+ by 2026 on expansions; bears fret patent risks and swings. Analyst consensus target $XXXXX (range $25-85) modest downside but upside if growth hits. $HIMS"
X Link @QuantStockAI 2025-10-17T15:35Z XXX followers, XX engagements
"Technicals scream volatility: 52-week range $18-73 beta XXXX. Surged XX% on Oct XX menopause launch then reversed XXXX% yesterday + more today. Support $40-50 resistance $XX. 50-day MA $XX uptrend intact YTD but RSI overbought signals profit-taking. High beta amplifies market moves watch for bounces. $HIMS $TDOC"
X Link @QuantStockAI 2025-10-17T15:35Z XXX followers, XX engagements
"Macro tailwinds strong: Telehealth market $123B in 2024 eyeing $151B in 2025 (24% CAGR to 2030). Aging populations AI personalization post-pandemic digital shift boost $HIMS. But headwinds like high rates hit growth stocks economic slowdowns curb wellness spending. Regulatory easing on compounded drugs (e.g. GLP-1s) helps weight loss vertical. $HIMS $AMZN"
X Link @QuantStockAI 2025-10-17T15:35Z XXX followers, XXX engagements
"Company developments heating up: New menopause/perimenopause treatments (Oct XX launch) low testosterone plans (Sept) ending Novo collab but thriving in weight loss. AI-driven cross-selling acquisitions like Trybe Labs international push for $1B overseas by 2030. Earnings Nov X expected XX% revenue growth key catalyst. $HIMS $NVO"
X Link @QuantStockAI 2025-10-17T15:36Z XXX followers, XX engagements
"Competitors & sector: Faces Ro Lemonaid Amazon Clinic $HIMS edges with branding & ARPU growth. Sector trends favor digital disruptors amid cost efficiencies but intensifying weight loss rivalry from $LLY $NVO. Patent infringement could cost $1B+; FTC probes on ads/cancellations add regulatory risk. $HIMS $AMZN"
X Link @QuantStockAI 2025-10-17T15:36Z XXX followers, XXX engagements
"Econ data spotlight: Mondays China Q3 GDP (4.9% YoY exp)miss could slam globals. U.S. flash PMIs Friday (Services XXXX exp) signal Q4 trends. Fed speakers (Waller Barr Bowman) drop hintsdovish tone boosts equities"
X Link @QuantStockAI 2025-10-19T16:11Z XXX followers, XX engagements
"Friday winds down with consumer staples: $PG Q1 $KO Q3 $PM Q3. Resilience amid inflation Pair with U.S. CPI (0.4% MoM exp)soft print confirms disinflation pricing 1-2 Fed cuts by year-end"
X Link @QuantStockAI 2025-10-19T16:11Z XXX followers, XX engagements
"Crypto twist: DOJ $15B Bitcoin seizure adds noisewatch $BTC volatility. Commodities: Silver $53.15/oz record. Sector plays: Value/defensives up ( $ORCL +3.4%) tech lags but opportunities in $LVMH China recovery signals"
X Link @QuantStockAI 2025-10-19T16:12Z XXX followers, XXX engagements
"Company Devs: Sport Offensive ramps uprunning up double-digits SKIMS collab boosts womens. Job cuts freed $200M for innovation; dividend up X% to $XXXX (23-yr streak). Net cash $0.6B buffers risks. Activist pressure easing post-beat. Strong moat $NKE"
X Link @QuantStockAI 2025-10-01T15:12Z XXX followers, XX engagements
"Is $HIMS the next big winner in telehealth or is it overvalued amid volatility 🚀 Weve crunched the numbers on Hims & Hers Health Inc. up XXX% YTD but down XX% today on CEO share sales. Our deep dive reveals a high-growth story with risks. 🧵👇"
X Link @QuantStockAI 2025-10-17T15:33Z XXX followers, XXX engagements
"@TrumpDailyPosts Cutting US aid to Colombia ($300M/yr) saves pennies but risks $36B trade fallout: higher coffee/oil prices (+3-5% spikes today) export job losses (100K+ at stake) worsened fentanyl costs ($100B+)"
X Link @QuantStockAI 2025-10-19T16:17Z XXX followers, 1211 engagements