# ![@TheStockerMan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1814610504632893440.png) @TheStockerMan Stocker-Man

Stocker-Man posts on X about $hims, $oscr, $zeta, $sofi the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1814610504632893440/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1814610504632893440/c:line/m:interactions.svg)

- [--] Week [-------] +757%
- [--] Month [-------] +410%
- [--] Months [-------] +698%
- [--] Year [-------] -9.50%

### Mentions: [--] [#](/creator/twitter::1814610504632893440/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1814610504632893440/c:line/m:posts_active.svg)

- [--] Week [--] +105%
- [--] Month [---] +119%
- [--] Months [---] +295%
- [--] Year [---] +74%

### Followers: [---] [#](/creator/twitter::1814610504632893440/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1814610504632893440/c:line/m:followers.svg)

- [--] Week [---] +25%
- [--] Month [---] +34%
- [--] Months [---] +119%
- [--] Year [---] +342%

### CreatorRank: [-------] [#](/creator/twitter::1814610504632893440/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1814610504632893440/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  82.5% [finance](/list/finance)  25% [cryptocurrencies](/list/cryptocurrencies)  #7634 [technology brands](/list/technology-brands)  15.83% [automotive brands](/list/automotive-brands)  5.83% [countries](/list/countries)  1.67% [celebrities](/list/celebrities)  0.83% [financial services](/list/financial-services)  0.83%

**Social topic influence**
[$hims](/topic/$hims) #28, [$oscr](/topic/$oscr) #10, [$zeta](/topic/$zeta) #34, [$sofi](/topic/$sofi) #46, [$nbis](/topic/$nbis) #75, [$path](/topic/$path) #10, [in the](/topic/in-the) 7.5%, [$pltr](/topic/$pltr) #123, [growth](/topic/growth) #2131, [longterm](/topic/longterm) 6.67%

**Top accounts mentioned or mentioned by**
[@investingmn](/creator/undefined) [@themomentumplay](/creator/undefined) [@theeteddyted](/creator/undefined) [@rbiancous](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@uboat159](/creator/undefined) [@highimpactinfo](/creator/undefined) [@investor1fact](/creator/undefined) [@grok](/creator/undefined) [@fiststockstar](/creator/undefined) [@cameronboswell8](/creator/undefined) [@tuftingpotion](/creator/undefined) [@juliansorel70](/creator/undefined) [@simonki97967462](/creator/undefined) [@ashton1nvests](/creator/undefined) [@spadan25](/creator/undefined) [@investingwithac](/creator/undefined) [@hwangjunhoe](/creator/undefined) [@zerfindme](/creator/undefined) [@stevetuchner](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [ZetaChain (ZETA)](/topic/$zeta) [RAI Finance (SOFI)](/topic/$sofi) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UiPath, Inc. (PATH)](/topic/$path) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Duolingo, Inc.  (DUOL)](/topic/$duol) [fuboTV Inc. (FUBO)](/topic/$fubo) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Novo-Nordisk (NVO)](/topic/$nvo) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [UnitedHealth Group (UNH)](/topic/$unh) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AMZN is my favorite Mag [--] at this price (besides $TSLA still think thats a $10T company in the making). I really liked $GOOG at $165 when everyone was bored with it it went on to nearly 2x toward ATHs around $344. Now Im looking at $AMZN the same way. Forward P/E: 2526x PEG: [---] AWS projected growth: 30%+ Gross margins: 50% and expanding Revenue: still compounding double-digits People forget this is no longer just retail. Its: AWS High-margin advertising Prime ecosystem lock-in Logistics network no one can replicate Operating leverage is kicking in. Cost discipline is better. AI tailwinds"  
[X Link](https://x.com/TheStockerMan/status/2021738238944358660)  2026-02-12T00:08Z [---] followers, 11.2K engagements


"$NBIS [----] guidance is actually ridiculous. Look at this progression: [----] ARR: $90M [----] ARR: $1.25B (14x YoY) [----] guidance: $7B$9B ARR (7x YoY) From $90M potentially $9B in two years. Thats hyper-scale. And this is exactly what Ive been saying in my previous $NBIS posts the market is still underestimating how fast this platform is compounding. This isnt just revenue growth this is enterprise adoption accelerating at a pace most people cant even model properly. When ARR starts jumping in multi-billion increments valuation frameworks break. Up 11% today and honestly If they execute anywhere"  
[X Link](https://x.com/TheStockerMan/status/2022346893771014494)  2026-02-13T16:27Z [---] followers, [----] engagements


"$OSCR only up 3% after dropping monster guidance Revenue guide: $18.719B for [----] vs $12.8B prior estimates. Membership up 70% to 3.4M. And the stock moves 3%"  
[X Link](https://x.com/TheStockerMan/status/2022461518411977171)  2026-02-14T00:02Z [---] followers, [----] engagements


"@RBiancoUS Yeah for sure 🤝 $ZETA AI angle + the execution has been super clean. $PLMR looks interesting too those earnings numbers are solid. Gonna check it out"  
[X Link](https://x.com/TheStockerMan/status/2015534562437194160)  2026-01-25T21:17Z [---] followers, [---] engagements


"The whole market tanked today but my only green position was $HIMS +4% 🟢 This is literally the perfect setup for a big comeback. Sentiment at absolute bottom Short interest higher than ever Volume drying up the lower it goes Fundamentals still improving This is a prime example of how price action shapes the narrative. While everyones focused on the chart $HIMS just dropped their new Super Bowl ad: Rich People Live Longer. Looks like theyre pivoting away from being hyper-focused on GLP-1s toward a broader preventative healthcare message. Honestly Thats exactly what I wanted to see. Love it."  
[X Link](https://x.com/TheStockerMan/status/2016988623686578461)  2026-01-29T21:35Z [---] followers, [---] engagements


"$PLTR is giving you a preview of what $PATH can become. Software isnt dead non-AI software is. The future belongs to platforms that use AI to optimize how work actually gets done. Even Zuck has confirmed theyre now seeing real value from AI agents. And thats the key shift: 👉 Agents are starting to work. 👉 That unlocks entirely new products. 👉 And fundamentally changes how businesses operate. Hard not to be bullish. What $PATH is building with Maestro matters $PATH Maestro orchestrates swarms of AI agents to automate entire end-to-end business processes not just tasks. Think: Multiple"  
[X Link](https://x.com/TheStockerMan/status/2018769224370401638)  2026-02-03T19:31Z [---] followers, [----] engagements


"Ive managed to increase my $HIMS position by 50% this pullback Ive also heavily added to my $NBIS $SOFI & $ZETA positions. [--] months from now no one will remember this pullback"  
[X Link](https://x.com/TheStockerMan/status/2019611722814738788)  2026-02-06T03:18Z [---] followers, [----] engagements


"@FistStockStar $HIMS is at an all time low sentiment. Bad news in a bear market will have a massive sell off effect"  
[X Link](https://x.com/TheStockerMan/status/2019612577387458788)  2026-02-06T03:22Z [---] followers, [---] engagements


"FDA signals crackdown on non-approved compounded GLP-1s explicitly naming $HIMS. $HIMS is now under $20. Please dont confuse short-term regulatory noise with long-term platform value. Earnings in [--] weeks Super Bowl commercial this weekend Im not selling a single share. See you in [--] years. https://twitter.com/i/web/status/2019918236607754654 https://twitter.com/i/web/status/2019918236607754654"  
[X Link](https://x.com/TheStockerMan/status/2019918236607754654)  2026-02-06T23:36Z [---] followers, [----] engagements


"FYI after [--] straight double beats and guidance raises + partnership with OpenAI $ZETA is down 30% from 52-week high"  
[X Link](https://x.com/TheStockerMan/status/2019919975822069830)  2026-02-06T23:43Z [---] followers, [---] engagements


"@CameronBoswell8 @mikealfred Penny stock status 😭😭🙏🏻🙏🏻 Cmon brother"  
[X Link](https://x.com/TheStockerMan/status/2019920531815039244)  2026-02-06T23:45Z [---] followers, [---] engagements


"$OSCR has been oddly quiet on X the last few weeks. The stock is just sitting at $12. $OSCR today: $1.5B cash $700M in free cash flow $2.9B market cap Read that again. Medical cost ratios are stabilizing. Cash keeps piling up. Execution keeps improving"  
[X Link](https://x.com/TheStockerMan/status/2019923200646193656)  2026-02-06T23:56Z [---] followers, [----] engagements


"@RBiancoUS $ZETA to the moon"  
[X Link](https://x.com/TheStockerMan/status/2019929399731053040)  2026-02-07T00:21Z [---] followers, [---] engagements


"@NetWorthNotes $ZETA $SOFI $NBIS and lots and lots of $HIMS"  
[X Link](https://x.com/TheStockerMan/status/2019930158203855224)  2026-02-07T00:24Z [---] followers, [---] engagements


"@investingMN $OSCR membership is up 12000%+ since inception (2012) now serving 2M+ members real traction"  
[X Link](https://x.com/TheStockerMan/status/2019935093205389640)  2026-02-07T00:43Z [---] followers, [---] engagements


"@investingMN $OSCR doesnt need ACA to survive. ACA makes [----] profitability easier not possible"  
[X Link](https://x.com/TheStockerMan/status/2019938955228053728)  2026-02-07T00:59Z [---] followers, [---] engagements


"@TuftingPotion Like"  
[X Link](https://x.com/TheStockerMan/status/2020160718511767968)  2026-02-07T15:40Z [---] followers, [--] engagements


"The healthcare sector is extremely underpriced right now $HIMS -64% from ATH $OSCR -60% from ATH $NVO -65% from ATH $UNH -55% from ATH Absolutely insane"  
[X Link](https://x.com/TheStockerMan/status/2020209851708907762)  2026-02-07T18:55Z [---] followers, [----] engagements


"Anything under 30$ is a great buy for $SOFI. I trust Anthony Noto. Hes been consistent for years: Build a profitable vertically integrated financial platform"  
[X Link](https://x.com/TheStockerMan/status/2020211845068656824)  2026-02-07T19:03Z [---] followers, [---] engagements


"$HIMS is still my 4th largest position despite going from 65$ to sub 20$ My longterm thesis has not changed"  
[X Link](https://x.com/TheStockerMan/status/2020214457075474702)  2026-02-07T19:13Z [---] followers, [----] engagements


"$OSCR ACA enhanced subsidy extension talks are basically dead. Subsidies have been expired since the end of [----] politics once again putting coverage for millions at risk. Frustrating but it is what it is. Although $OSCR already planned for this. Guidance was built assuming no extension and despite that theyre still set up for margin expansion in [----]. 12$ is really really cheap here https://twitter.com/i/web/status/2020251614393536853 https://twitter.com/i/web/status/2020251614393536853"  
[X Link](https://x.com/TheStockerMan/status/2020251614393536853)  2026-02-07T21:41Z [---] followers, [----] engagements


"Id also like to mention that $OSCR isnt built around ACA subsidies the way people assume. Management already modeled no subsidy extension into guidance. Theyve tightened risk selection and pricing so unprofitable members arent chased just for growth. Their tech + care model lowers medical costs reducing reliance on subsidies. They exited bad markets and focus where unit economics work with or without ACA help. Subsidies help at the margin but for $OSCR theyre not existential. Thats the disconnect the market is missing. $OSCR ACA enhanced subsidy extension talks are basically dead. Subsidies"  
[X Link](https://x.com/TheStockerMan/status/2020252087347789931)  2026-02-07T21:43Z [---] followers, [----] engagements


"@JulianSorel70 Alright bro 😭 These $HIMS bears are nuts lol"  
[X Link](https://x.com/TheStockerMan/status/2020264570380775724)  2026-02-07T22:33Z [---] followers, [---] engagements


"@SimonKi97967462 No it just means that ive been heavily buying this $HIMS dip"  
[X Link](https://x.com/TheStockerMan/status/2020270587474538530)  2026-02-07T22:56Z [---] followers, [--] engagements


"@themomentumplay Which biotech companies you like"  
[X Link](https://x.com/TheStockerMan/status/2020457224326316334)  2026-02-08T11:18Z [---] followers, [--] engagements


"$OSCR Multi-year cup & handle forming while fundamentals keep improving. $1.5B cash $700M FCF $2.9B market cap. Markets still asleep"  
[X Link](https://x.com/TheStockerMan/status/2020468948777501060)  2026-02-08T12:05Z [---] followers, [----] engagements


"@Ashton_1nvests Are you looking into $HIMS sub 20$ Ive been following your page for some time. Im also in $SOFI"  
[X Link](https://x.com/TheStockerMan/status/2020525299025199361)  2026-02-08T15:49Z [---] followers, [---] engagements


"To my fellow $HIMS holders let me know how the commercial looks live 👀"  
[X Link](https://x.com/TheStockerMan/status/2020637223696150558)  2026-02-08T23:13Z [---] followers, 14.6K engagements


"@spadan25 Go hawks and go $HIMS"  
[X Link](https://x.com/TheStockerMan/status/2020648258943799469)  2026-02-08T23:57Z [---] followers, [---] engagements


"$NBIS now up 26% from its lows last week I think $NBIS under 100$ remains a strong buy. Earnings in [--] days"  
[X Link](https://x.com/TheStockerMan/status/2020940663135863098)  2026-02-09T19:19Z [---] followers, [---] engagements


"Alright lets break down $HIMS wild day 👀 Opens down 25% and the headline that spooked everyone: $NVO is asking the court to permanently prohibit $HIMS from selling unapproved compounded medications that allegedly infringe its patents. Heres my take Ive said this before and Ill say it again: I hate how $HIMS is still being viewed as a GLP-1-only story. Ironically if this worst-case scenario actually played out I think it would unlock the real value of the business not destroy it. It would force the market to finally re-rate $HIMS as what it actually is a broad vertically integrated digital"  
[X Link](https://x.com/TheStockerMan/status/2020942695871676748)  2026-02-09T19:27Z [---] followers, [----] engagements


"$OSCR The low end of managements operating income target this year implies just 1% operating margin. For context Mark Bertolini has said that 2.5% net margins can support 0.5x sales in the insurance industry. If $OSCR gets to 2.5% net margin in [----] the stock nearly triples even assuming muted top-line growth. Meanwhile Members up 70% YoY to 3.4M Shares +10% And then they drop this absolute bomb 👇 FULL-YEAR [----] GUIDANCE Revenue: $18.7$19.0B (vs $12.8B Street) MLR: 82.4%83.4% SG&A: 15.8%16.3% Operating Income: $250M$450M Wow Incredible guidance."  
[X Link](https://x.com/TheStockerMan/status/2021231083518296264)  2026-02-10T14:33Z [---] followers, [----] engagements


"$OSCR This is not a 14$ stock"  
[X Link](https://x.com/TheStockerMan/status/2021231569113849998)  2026-02-10T14:35Z [---] followers, [----] engagements


"I bought more $HIMS $ZETA and $NBIS this morning. All [--] at a ridiculous price rn"  
[X Link](https://x.com/TheStockerMan/status/2021234770466820506)  2026-02-10T14:48Z [---] followers, [----] engagements


"$OSCR members: 2024: 1.68M 2025: 2.12M 2026: 3.4M Thats 102% growth in just two years. From [----] [----] alone: +60% YoY. $OSCR is growing at a record pace and just raised [----] revenue guidance by $5$6B. Management is openly talking about profitability and margin expansion. Yet the stock is below $14. People loved it at $18. Now its $14 with monster [----] guidance on the table. https://twitter.com/i/web/status/2021320305361219989 https://twitter.com/i/web/status/2021320305361219989"  
[X Link](https://x.com/TheStockerMan/status/2021320305361219989)  2026-02-10T20:28Z [---] followers, [----] engagements


"@investingwithac Ive been holding $OSCR for a year now Not selling a single share till my 45$ price target is met And its coming soon"  
[X Link](https://x.com/TheStockerMan/status/2021329510126215376)  2026-02-10T21:04Z [---] followers, [---] engagements


"Every piece of bad news is already priced into $HIMS. Down 73% from ATH. Earnings in [--] weeks"  
[X Link](https://x.com/TheStockerMan/status/2021330431707103308)  2026-02-10T21:08Z [---] followers, [----] engagements


"@jim_murtagh8 After a monster guidance you can still buy it at 13$. Crazy"  
[X Link](https://x.com/TheStockerMan/status/2021335990556852545)  2026-02-10T21:30Z [---] followers, [--] engagements


"@jakebrowatzke Ive been following you for quite some time LONG $HIMS $PATH 🔥🤝"  
[X Link](https://x.com/TheStockerMan/status/2021429585624301604)  2026-02-11T03:42Z [---] followers, [----] engagements


"@uboat159 I love $ZETA. Also really like $AMZN at this price"  
[X Link](https://x.com/TheStockerMan/status/2021574645577572697)  2026-02-11T13:18Z [---] followers, [---] engagements


"$DUOL Now down another 7% today I might be starting a small position here at this price. Oversold imo. $DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+ daily active users One thing I really like about $DUOL is the lack of real https://t.co/jyK4OzCbhW $DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+"  
[X Link](https://x.com/TheStockerMan/status/2021606958936080454)  2026-02-11T15:27Z [---] followers, [----] engagements


"Will $HIMS finally close green today Down 46% this month. Sentiment at rock bottom. Novo lawsuit noise everywhere. $HIMS bears we going to $10 ✌🏻😭"  
[X Link](https://x.com/TheStockerMan/status/2021667303231021131)  2026-02-11T19:27Z [---] followers, [---] engagements


"@HwangJunhoe I agree Wait until earnings. Although $HIMS is offering an extreme opportunity after this sell off"  
[X Link](https://x.com/TheStockerMan/status/2021748077716287569)  2026-02-12T00:47Z [---] followers, [---] engagements


"@longinvest32 Matt how you feel about $HIMS earnings coming up"  
[X Link](https://x.com/TheStockerMan/status/2021748291340312670)  2026-02-12T00:48Z [---] followers, [---] engagements


"@Leo_Traydes I read this as [--] shares Not 5K shares 😭😭🙏🏻🙏🏻"  
[X Link](https://x.com/TheStockerMan/status/2021749267866485014)  2026-02-12T00:52Z [---] followers, [---] engagements


"@WheelieInvestor When will you stop trolling $HIMS 😭🙏🏻"  
[X Link](https://x.com/TheStockerMan/status/2021752839228317703)  2026-02-12T01:06Z [---] followers, [---] engagements


"@Ashton_1nvests @jakebrowatzke $HIMS down 75% from ATH yet fundamentals are improving"  
[X Link](https://x.com/TheStockerMan/status/2021782290213241022)  2026-02-12T03:03Z [---] followers, [---] engagements


"@Zerfindme Whats different"  
[X Link](https://x.com/TheStockerMan/status/2021796690609443304)  2026-02-12T04:01Z [---] followers, [--] engagements


"@stevetuchner With the amount they reinvest capex R&D credits theyre not writing huge tax checks anytime soon"  
[X Link](https://x.com/TheStockerMan/status/2021985297874268261)  2026-02-12T16:30Z [---] followers, [---] engagements


"@keyurthakkar007 makes sense. $NVDA already had the monster run. $AMZN risk/reward just looks cleaner here"  
[X Link](https://x.com/TheStockerMan/status/2021985500006166688)  2026-02-12T16:31Z [---] followers, [---] engagements


"You really think the market is valuing $TSLA like a traditional car company Its not trading on cars sold average margin. Its trading on: Autonomy (FSD) Energy storage AI Robotics If you value it like Ford yeah the PE looks insane. If even one of those verticals scales the way bulls expect todays valuation wont look crazy in hindsight. https://twitter.com/i/web/status/2022066041614979204 https://twitter.com/i/web/status/2022066041614979204"  
[X Link](https://x.com/TheStockerMan/status/2022066041614979204)  2026-02-12T21:51Z [---] followers, [--] engagements


"$SOFI CEO Anthony Noto on NEW PRODUCTS (Earnings Call) Anthony Noto laid out a massive roadmap for SoFi Technologies heading into [----] and beyond: Expansion into crypto-backed lending giving members lower borrowing rates Launch of institutional crypto trading positioning SoFi as the first nationally licensed bank to offer it Stablecoin-based payments settlement and correspondent services Crypto card issuing and digital asset custody + infrastructure Real-time fiat digital asset conversion through SoFis exchange network 24/7 transaction settlement via a virtual ledger Guidance backs it up 👇"  
[X Link](https://x.com/TheStockerMan/status/2017232101842530559)  2026-01-30T13:43Z [---] followers, [---] engagements


"$HIMS The problem is the stock is now being priced entirely around weight loss and earnings will be judged the same way. I dont like that. The real vision was always clear to me: $HIMS should become the $NFLX of healthcare. In-house labs they manufacture their own products Higher margins Better unit economics Faster iteration Full control of the stack https://twitter.com/i/web/status/2020210464723005711 https://twitter.com/i/web/status/2020210464723005711"  
[X Link](https://x.com/TheStockerMan/status/2020210464723005711)  2026-02-07T18:58Z [---] followers, [----] engagements


"@themomentumplay Do you like $ABCL"  
[X Link](https://x.com/TheStockerMan/status/2020435713335218423)  2026-02-08T09:53Z [---] followers, [---] engagements


"$HIMS said theyre stopping sales of the compounded GLP-1. Curious how the market reacts when overnight opens"  
[X Link](https://x.com/TheStockerMan/status/2020458231626178661)  2026-02-08T11:22Z [---] followers, [----] engagements


"Anyone adding $PATH under $13 Strong earnings last quarter ran to $20 now back under $13. Mmm 🤔"  
[X Link](https://x.com/TheStockerMan/status/2020536601474912531)  2026-02-08T16:34Z [---] followers, [----] engagements


"I think $SOFI offers way more upside than $HOOD from here $SOFI feels undervalued relative to where fundamentals are heading"  
[X Link](https://x.com/TheStockerMan/status/2021391684299604321)  2026-02-11T01:11Z [---] followers, 11.3K engagements


"$PATH down 10% today now under $12. Last quarter they reported solid earnings with continued operating margin improvement. The business is clearly moving toward sustained profitability. Operating losses have narrowed dramatically since [----] and margins have steadily expanded quarter after quarter. Thats what an inflection looks like. Stock is down 30% this month but fundamentals are trending the opposite direction. Earnings coming soon and this will be one of the first real looks at Maestros impact. If revenue re-accelerates while margins keep improving sentiment flips fast. Under $12 looks"  
[X Link](https://x.com/TheStockerMan/status/2021650168542552085)  2026-02-11T18:18Z [---] followers, [----] engagements


"@QualCompounders I was in $META for a very long time. I bought it mid 200s sold around [---]. I really like it"  
[X Link](https://x.com/TheStockerMan/status/2021984802069745969)  2026-02-12T16:28Z [---] followers, [---] engagements


"@WSM_97 Mmm fundamentals continue to increase exponentially and yet it's down 70% from ATH. What don't you like about $HIMS"  
[X Link](https://x.com/TheStockerMan/status/2022391759465324658)  2026-02-13T19:25Z [---] followers, [--] engagements


"@5xCap @stratify_hq I actually agree with you on high beta + cash being powerful. But at [--] my cash position is basically my income. Im constantly adding. So I dont feel the need to sit on 2030% idle when my time horizon is 10+ years"  
[X Link](https://x.com/TheStockerMan/status/2022852024149155848)  2026-02-15T01:54Z [---] followers, [--] engagements


"Here are my end-of-2026 price targets for a few stocks I own (pinning this): $HIMS $90 With 2.5M+ subs today international expansion starting in [----] personalized therapeutics growing fast and margins continuing to climb. $SOFI $50 Continues to expand its product stack grow deposits lower COF and push toward 2030% EBITDA margins long term. $OSCR $45 Profitability in [----] ACA subsidy stability massive revenue base and the CEO openly targeting a $45$55 valuation. A 1x sales multiple on [----] numbers gets you there easily. $ZETA $35 Zeta keeps raising guidance Marigold adds fuel Athena becomes"  
[X Link](https://x.com/anyuser/status/1994453250288865746)  2025-11-28T17:08Z [---] followers, [----] engagements


"$DUOL has caught my attention down around $120 roughly 77% off its ATH. The business is still executing at a very high level: 38% revenue growth 72% gross margins 29% EBITDA margins Zero debt 50M+ daily active users One thing I really like about $DUOL is the lack of real competition. There isnt a single player even close to its scale not 2x not 5x not even 10x smaller and that user gap continues to widen. What makes this interesting is valuation versus progress. The stock is now trading below its [----] IPO price yet the company has completely transformed since then: Revenue grew from $251M to"  
[X Link](https://x.com/TheStockerMan/status/2021390613644513584)  2026-02-11T01:07Z [---] followers, 56.8K engagements


"Am I biased because I own them or are these actually undervalued here Last month: $SOFI (-25%) $ZETA (-22%) $OSCR (-23%) $PATH (-28%) $HIMS (-46%) Stocks down big yet the fundamentals are improving $SOFI 7M+ members still growing double digits Record deposits GAAP profitable and expanding financial services $ZETA [--] straight double beats + raises 30%+ EBITDA margins Net dollar retention 110%+ Revenue still growing 20%+ $OSCR 3.4M members (+70% YoY) [----] revenue guide: $18.719B $1.5B cash Market cap $2.9B Targeting $250450M operating income $PATH 16% revenue growth last quarter"  
[X Link](https://x.com/TheStockerMan/status/2021666654099304538)  2026-02-11T19:24Z [---] followers, [----] engagements


"$SOFI Are we basically just waiting for S&P [---] inclusion Trading under 21$ after yet another monster earnings doesnt make sense. $SOFI 🚨BREAKING NEWS🚨 SOFI is trading at $21👀 https://t.co/4D529MYxfA $SOFI 🚨BREAKING NEWS🚨 SOFI is trading at $21👀 https://t.co/4D529MYxfA"  
[X Link](https://x.com/TheStockerMan/status/2021667914001326113)  2026-02-11T19:29Z [---] followers, [----] engagements


"Ive been adding a lot of $NBIS last few weeks under 100$ Earnings tomorrow. How do we feel"  
[X Link](https://x.com/TheStockerMan/status/2021738485086884027)  2026-02-12T00:09Z [---] followers, [---] engagements


"Its actually crazy looking back at this. On the left: my portfolio at [--] years old. Brand new to investing. 17% in $DIS. 7% in $VZ. 7% in $RY. Stacking safe dividend stocks paying me literal dollars 😭 I thought yield = smart investing. Fast forward [--] years After really learning how to read balance sheets income statements cash flow margins operating leverage dilution guidance and understanding what actually drives long-term equity returns my portfolio looks completely different. Now its concentrated. High conviction and growth built around businesses Ive actually studied deeply. My other 8%:"  
[X Link](https://x.com/TheStockerMan/status/2021743679455764787)  2026-02-12T00:30Z [---] followers, [----] engagements


"$DUOL MAUs and DAUs are literally exploding higher every single year. MAUs: 27M 135M+ DAUs: 5M 50M+ And people are scared that AI is going to replace it We saw this exact same fear trade with $GOOG around the $160 range. Everyone thought OpenAI was going to destroy Googles search dominance overnight. What happened The stock rallied over 100% in the past year. AI didnt kill Google. It strengthened the ecosystem. Same thing here. $DUOL is integrating AI into the product not fighting it. More personalization better retention higher engagement. User growth accelerating + strong margins + zero"  
[X Link](https://x.com/anyuser/status/2021750185253093777)  2026-02-12T00:56Z [---] followers, [----] engagements


"$NBIS earnings were exactly what I wanted to see. [----] ARR: $90M [----] ARR: $1.25B [----] ARR guidance: $8B Thats 7x YoY ARR growth. Revenue going from $530M in [----] to expected $33.4B in [----]. And theyre guiding 40% EBITDA margins at scale. This isnt demand constrained. Its capacity constrained which we already knew. Theyre raising contracted power to 3.0GW and expanding sites aggressively. Execution has been flawless. CapEx this year: $1620B. 60% of that already secured / covered by cash flow. That kills the how will they fund it argument. Halfway through this year I wouldnt be surprised if"  
[X Link](https://x.com/TheStockerMan/status/2021953198810915176)  2026-02-12T14:23Z [---] followers, [----] engagements


"$NBIS will finish green today. Capacity constrained. Not demand constrained"  
[X Link](https://x.com/TheStockerMan/status/2021954553810497813)  2026-02-12T14:28Z [---] followers, [---] engagements


"$LMND down 30% this month looks very interesting here to buy more shares. Especially when just weeks ago they said that once $TSLA FSD is fully active insurance prices could drop up to 50%. Thats not bearish for $LMND. It proves the whole thesis: insurance is data + risk modeling. $LMND can lower premiums because their cost structure scales with software. More customers does not mean more employees. Incumbents on the other hand cant just cut prices without crushing margins. Their models are still very human-heavy. If autonomy reduces accidents: Loss ratios improve Claims drop Pricing becomes"  
[X Link](https://x.com/TheStockerMan/status/2021992840419594288)  2026-02-12T17:00Z [---] followers, [----] engagements


"$HIMS dropped almost 70%. So lets actually break down what happened over the last [--] months. First the market boxed $HIMS into one narrative: GLP-1 stock. GLP-1 brought insane attention and revenue acceleration. Growth sped up. Numbers looked insane and the stock ran up. And with that run a different type of shareholder came in. A lot of people werent buying a long-term healthcare platform. They were BUYING the GLP-1 wave. So when the $NVO lawsuit headlines hit and the compounding noise started spreading nobody stuck around to dissect the details. They just sold. And once that selloff started"  
[X Link](https://x.com/TheStockerMan/status/2022029435575075215)  2026-02-12T19:25Z [---] followers, 19.1K engagements


"This took me longer than expected to write up lol"  
[X Link](https://x.com/TheStockerMan/status/2022030246611234966)  2026-02-12T19:29Z [---] followers, [----] engagements


"Fear-driven markets should excite you just as much as bull markets. If your long-term thesis hasnt changed but the stock is down 2050% its an opportunity. Past month: $HIMS (-51%) $LMND (-28%) $NBIS (-16%) $OSCR (-22%) $SOFI (-27%) $PATH (-35%) $ZETA (-38%) Did their platforms disappear Did growth suddenly go to zero Did their markets shrink overnight Or did sentiment just flip Fear-driven markets build real wealth if your conviction is based on fundamentals and not price action. https://twitter.com/i/web/status/2022065510079254973 https://twitter.com/i/web/status/2022065510079254973"  
[X Link](https://x.com/TheStockerMan/status/2022065510079254973)  2026-02-12T21:49Z [---] followers, [----] engagements


"$HIMS down 70% from ATH sentiment absolutely destroyed. Now this drops: $HIMS RETREAT FROM GLP-1 PILL MAY SHIELD IT FROM DOJ ACTION Trump administration could have pursued injunction or fines Attorney James Boiani (Epstein Becker & Green) said $HIMS quick retreat may eliminate the case or controversy needed for DOJ to act Stock up 5% today. It was already deeply oversold. Everyone priced in worst-case legal disaster. Now if that overhang fades Sentiment can flip fast. And remember the long-term thesis was never just one GLP-1 pill. Platform. Subscriptions. Multiple verticals. Recurring"  
[X Link](https://x.com/TheStockerMan/status/2022323261892165889)  2026-02-13T14:53Z [---] followers, [----] engagements


"It makes zero sense to me that $SOFI is down 30% YTD. They just put up a record quarter raised guidance and laid out some of the strongest mid-term targets theyve ever given. The business is literally executing at the highest level it ever has and the stock is trading like something broke. https://twitter.com/i/web/status/2022371804770173380 https://twitter.com/i/web/status/2022371804770173380"  
[X Link](https://x.com/TheStockerMan/status/2022371804770173380)  2026-02-13T18:06Z [---] followers, [----] engagements


"I dont think people fully get what LABS could become for $HIMS. Function Health is valued around $2.5B on roughly $100M in revenue. Thats about a 25x sales multiple. The market clearly sees it as a data-driven health platform not just a lab company. With that being said $HIMS LABS launched and hasnt even meaningfully shown up in earnings yet. We havent seen what this can scale to. Function gives you results then you still have to go figure out treatment elsewhere. SO WHAT HAPPENS $HIMS lets you test get results get treated all inside the same ecosystem. That closed loop is powerful. If the"  
[X Link](https://x.com/TheStockerMan/status/2022457731811098652)  2026-02-13T23:47Z [---] followers, 12.1K engagements


"And this is one of the exact reasons why I genuinely see $HIMS as the $AMZN of healthcare $AMZN didnt win because it sold one product. It built infrastructure. $HIMS is doing the same thing. Theyre not just selling GLP-1. Not just hair loss. Not just testosterone. Theyre building: Labs (diagnostics + data) Treatment in-house Subscriptions Nationwide distribution Personalization through data over time Thats vertical integration. Amazon went from books to everything. Hims is going from one category to full-stack digital care. Now the $NFLX comparison for fun: Netflix won because of subscription"  
[X Link](https://x.com/TheStockerMan/status/2022458998323020169)  2026-02-13T23:52Z [---] followers, [----] engagements


"Been a while since I broke down my long-term portfolio allocation so here we go: $TSLA 24% $SOFI 15% $AMD 15% $HIMS 10% $OSCR 9% $ZETA 7% $LMND 6% $PLTR 6% $NBIS 5% $PATH 3% Most of these are down big from highs fundamentals are improving while sentiment is trash. I have been loading up on my $HIMS $ZETA $SOFI positions this past month. https://twitter.com/i/web/status/2022805409325547605 https://twitter.com/i/web/status/2022805409325547605"  
[X Link](https://x.com/TheStockerMan/status/2022805409325547605)  2026-02-14T22:49Z [---] followers, [----] engagements


"@HighImpactInfo [--] years is a stretch imo These arent stagnant businesses growing 3% a year. A lot of them are compounding revenue 2540% with improving margins. If execution continues it doesnt take two decades for the market to reprice that lol"  
[X Link](https://x.com/TheStockerMan/status/2022850708630896643)  2026-02-15T01:49Z [---] followers, [--] engagements


"@stratify_hq Its definitely growth heavy Im not acting like its defensive. But Im [--]. My biggest asset isnt capital its time. I dont need downside protection the same way someone [----] does. I can stomach volatility if the upside over the next [---] years is asymmetric"  
[X Link](https://x.com/TheStockerMan/status/2022851583902392361)  2026-02-15T01:52Z [---] followers, [--] engagements


"Based on a couple of replies on my last post I just want to clarify a few things. First this is my long-term account. I have other accounts with different strategies. This one is where I lean into high conviction growth. Yes its growth heavy. Yes its correlated in ugly macro Im not pretending its defensive. But Im [--]. My biggest asset isnt capital its time and future income. My cash position is literally my paycheck. Im constantly adding. I dont need 2030% sitting idle when I have 10+ years ahead of me to compound. Different stages different strategy. I started buying: $HIMS at $14 $SOFI at"  
[X Link](https://x.com/TheStockerMan/status/2022853708954914956)  2026-02-15T02:01Z [---] followers, [----] engagements


"$HIMS OFFICIALLY LAUNCHES MENOPAUSE UNDER THE HERS BRAND Estradiol pill or patch Progesterone pill Estradiol vaginal cream Stock up 16% today after management revealed they expect the HERS business to reach $1 BILLION in revenue by end of [----]. This is massive the menopause market alone is valued at $22B+ annually in the U.S. with over [--] million women currently experiencing symptoms. Hims & Hers is now directly targeting this underserved demographic with a trusted telehealth platform and proven subscription model. Q2 revenue: $299M (+49% YoY) Gross margins: 83% Cash on hand: $235M+ zero debt"  
[X Link](https://x.com/TheStockerMan/status/1978567355295781063)  2025-10-15T21:03Z [---] followers, [---] engagements


"Im officially starting a position in $NBIS. The stock is down 17% in the last [--] days to me this is a tremendous entry point. Heres why Im bullish: Q2 revenue: $105M up 625% YoY and 106% QoQ. Raised [----] ARR outlook to $900M$1.1B. Signed a $17.4B multi-year deal with Microsoft for GPU & infrastructure services. Analyst price target raised to $206 (from $77). Institutional ownership around 22%. Nebius is positioning itself as a core AI infrastructure provider The Microsoft deal de-risks execution and validates the platform. After this sharp pullback Im starting my position here"  
[X Link](https://x.com/anyuser/status/1980306509209739447)  2025-10-20T16:13Z [---] followers, 24.2K engagements


"With my recent $NBIS purchase it officially becomes the 10th stock I own in my long-term account. Heres the breakdown: $TSLA 19% $HIMS 17% $SOFI 17% $AMD 13% $OSCR 11% $UNH 6% $PLTR 6% $ZETA 5% $LMND 3% $NBIS 3% My other account currently holds: $BMNR $OPEN $NVO $FUBO and $JD"  
[X Link](https://x.com/TheStockerMan/status/1980683365767389521)  2025-10-21T17:11Z [---] followers, [----] engagements


"Despite $SOFI +170% rally over the past [--] months I still think its undervalued. This is a company posting explosive growth: EPS up over 700% YoY Revenue up 44% YoY 8th consecutive quarter of positive adjusted EBITDA Now sitting on 6.6M+ members growing at nearly 40% annually Net revenue expected to hit $2.6B+ in FY25 Earnings next week could be a major catalyst the setup looks strong for another leg higher. If momentum continues and guidance expands a 3040% spike isnt far-fetched"  
[X Link](https://x.com/anyuser/status/1980686544982655192)  2025-10-21T17:24Z [---] followers, [---] engagements


"Following up on my $ZETA post from yesterday I dont think most people fully grasp how big Athena could be for the company. Athena isnt just another tool its a full platform shift. It allows clients to create complete applications by simply describing what they want. No coding no pre-built dashboards just instant on-demand interfaces built through AI. That level of automation changes everything for marketers and enterprises that rely on $ZETA data engine. Its the same type of inflection point we saw when $PLTR launched AIP but this time its happening in the marketing automation space. $ZETA IS"  
[X Link](https://x.com/anyuser/status/1981745443361935469)  2025-10-24T15:31Z [---] followers, [---] engagements


"Another big quarter for $SOFI Revenue came in at $962M vs estimates of $891M and EPS crushed at $0.11 vs $0.09 expected. Adjusted EBITDA margin reached 29% showing real operating leverage. Membership growth also stayed strong up 34% YoY to roughly [---] million members. For FY25 guidance was raised across the board: Revenue outlook now $3.54B (vs $3.45B expected) EPS target lifted to $0.37 (vs $0.32 est.) GAAP net income projected at $455M https://twitter.com/i/web/status/1983177018477781019 https://twitter.com/i/web/status/1983177018477781019"  
[X Link](https://x.com/TheStockerMan/status/1983177018477781019)  2025-10-28T14:20Z [---] followers, [---] engagements


"Lets break down what just happened with $FUBO Disney and Fubo officially closed their merger combining Hulu + Live TV with Fubo under one roof and Disney now owns 70% of the new company. This move instantly creates the #2 largest virtual pay-TV provider in the U.S. with almost [--] million subscribers across North America. Before this deal $FUBO value sat around $6/share. With Disneys scale content access and distribution power now in play that valuation completely changes Id argue its closer to $12/share post-merger. The stock opened up +27% on the news but has cooled off to around +3% which to"  
[X Link](https://x.com/anyuser/status/1983581482237964493)  2025-10-29T17:07Z [---] followers, [----] engagements


"With rate cuts on the horizon and another massive earnings beat $SOFI is somehow still trading under $30. This setup looks identical to Q3 double beat explosive revenue growth and the stock got stuck around $20 then ripped straight to $30. 40$ is inevitable"  
[X Link](https://x.com/anyuser/status/1983933926834893258)  2025-10-30T16:28Z [---] followers, [---] engagements


"Me tweeting with less than 1K followers No but in all seriousness I use this account as my trading journal. Im a young investor who wants to help other young investors start early. Whether its [---] [----] or [-----] followers it doesnt change anything for me. I actually get some replies and engagement on some posts and I genuinely enjoy that. Since I started posting here in late July I already feel like Ive grown as an investor. Followers have almost no impact on my consistency what really matters is how much I learn and improve month after month by sharing my analysis thoughts and journey"  
[X Link](https://x.com/TheStockerMan/status/1984027906612265078)  2025-10-30T22:41Z [---] followers, [---] engagements


"$ZETA just announced a major partnership with AWS and this could reshape the future of AI marketing. The goal is to accelerate adoption of Zetas AI-powered marketing solutions by leveraging Amazons massive cloud and machine learning infrastructure. With AWS Zeta can process and activate customer data at an even larger scale helping brands personalize campaigns in real time and drive higher ROI. This isnt just another software integration its a full expansion of $ZETA AI ecosystem across multiple industries powered by Amazons technology stack. Most investors are completely overlooking how"  
[X Link](https://x.com/TheStockerMan/status/1984085436067647686)  2025-10-31T02:30Z [---] followers, [----] engagements


"Earnings day tomorrow for $FUBO. When the Disney + Hulu Live TV merger was officially approved the stock spiked 26% pre-market but ended the session only +1%. That tells me one thing investors are still waiting for real clarity on the deals structure and guidance. Tomorrows call should finally answer that: How the merger economics flow through to Fubos revenue base Updated subscriber and ARPU guidance (combined total now near 6M subs in North America) Most importantly: profitability timeline If management confirms that breakeven has already been reached this quarter or that Q4 will turn"  
[X Link](https://x.com/TheStockerMan/status/1985066704230396281)  2025-11-02T19:29Z [---] followers, [----] engagements


"$FUBO Q3 Earnings quick breakdown: Revenue came in at $368.6M in North America with 1.63M subs marking the highest Q3 base ever. Losses continue to shrink with net loss $18.9M vs $54.7M last year and Adj. EPS flipped positive (+$0.02). Thats real progress. Operationally the Disney merger changes everything. Together the new Fubo + Hulu Live entity now sits as the 6th largest pay TV player with around 6M subs. Management confirmed its now cash flow positive and focused on scaling profitably. The real story here is clarity over hype. The market already priced in the merger excitement now"  
[X Link](https://x.com/anyuser/status/1985431436644557147)  2025-11-03T19:38Z [---] followers, [----] engagements


"Following up on my $FUBO post: Everyone expected instant results from the Disney merger but management set the record straight. Full integration into the Disney ecosystem happens Q1 next year and international expansion (the real growth engine) kicks in over the next [----] months. Theyre already cash flow positive hitting record subs and now shifting to profitable scale. This isnt a short-term trade anymore. Its a global growth story in the making. $FUBO"  
[X Link](https://x.com/TheStockerMan/status/1985435259043737857)  2025-11-03T19:53Z [---] followers, [----] engagements


"Now that $FUBO earnings are out of the way the focus shifts to $HIMS $PLTR $AMD $OSCR and $ZETA. Which one will shock the market Whos your pick"  
[X Link](https://x.com/TheStockerMan/status/1985435634371371164)  2025-11-03T19:55Z [---] followers, [---] engagements


"Time to debrief $HIMS earnings Here we go: - Revenue came in at $599M up 49% year over year and above estimates of $579M - Adjusted EBITDA reached $78M beating expectations of $68M - Net income was nearly $16M - Subscribers rose to 2.47M up 21% year over year - Gross margin stood strong at 74% The company will now fulfill most GLP-1 orders through its own facilities allowing them to reduce treatment prices by about 20% Hims also hinted at potential plans to offer compounded tirzepatide and confirmed it is in active discussions with $NVO to bring Wegovy to its platform Global expansion"  
[X Link](https://x.com/anyuser/status/1985498464550080565)  2025-11-04T00:04Z [---] followers, [---] engagements


"$ZETA delivered [--] consecutive quarters of double beats and guidance raises. Thats [--] straight quarters of outperforming expectations every single time. Revenue up earnings up guidance up. Quarter after quarter. Year after year. Are we ready for #16 $ZETA earnings incoming. Another double beat on deck"  
[X Link](https://x.com/TheStockerMan/status/1985533602214432792)  2025-11-04T02:24Z [---] followers, [---] engagements


"$DUOL just dropped 15% after posting another monster earnings how does that make sense Revenue up 41% YoY subscribers climbing at record pace and profitability improving every single quarter yet the stock tanks At around $220 $DUOL becomes a very intriguing long-term entry point"  
[X Link](https://x.com/TheStockerMan/status/1986180003453612467)  2025-11-05T21:13Z [---] followers, [----] engagements


"Ive been looking at this stock for months and Im finally starting a position in $PATH (UiPath) $PATH builds software robots that automate repetitive digital tasks such as processing invoices onboarding employees managing reports and updating databases. Its called RPA (Robotic Process Automation) and its saving enterprises millions in time and labor. Their business model is pure SaaS. Companies pay subscription fees based on how many bots and automations they deploy. Once $PATH is integrated in one department it naturally expands across the entire organization which drives sticky recurring"  
[X Link](https://x.com/anyuser/status/1986240181272297606)  2025-11-06T01:12Z [---] followers, [---] engagements


"$OSCR Q4 wasnt about beating on revenue or EPS it was about guidance. After being punished last quarter for widening losses Oscars focus this time was clear: prove the roadmap is intact. And thats exactly what they did. FY25 revenue: $1212.2B (reaffirmed) MLR: 8687% Profitability: on schedule for [----] Even as $MOH and $CNC pulled guidance Oscar stood its ground showing discipline confidence and control. CEO Mark Bertolini summed it up perfectly: Were confident in our ability to expand margins and return to profitability in [----]. Our market already serves [--] million Americans and has the"  
[X Link](https://x.com/anyuser/status/1986425808815018342)  2025-11-06T13:29Z [---] followers, [---] engagements


"$OSCR is standing out from the entire sector. The only health insurer whose MLR actually decreased QoQ. And the lowest MLR among all peers. On any other day this stock would be up way more than 2%"  
[X Link](https://x.com/anyuser/status/1986484055500857623)  2025-11-06T17:21Z [---] followers, [---] engagements


"After [--] straight quarters of beats and raises $ZETA keeps growing revenue margins and free cash flow all trending higher. Yet the stock is down 4% today. Nothing has changed about the story. The fundamentals remain rock solid and $32 is inevitable in my view. This looks like a great entry point for investors looking longterm"  
[X Link](https://x.com/TheStockerMan/status/1986485288126882083)  2025-11-06T17:26Z [---] followers, [----] engagements


"Following up on my $OSCR posts heres my take on earnings: The story this quarter isnt about the headline numbers. Revenue guidance was already raised earlier this year and thats what mattered most. EPS looks weak mainly because of higher MLR across the entire sector not a company-specific issue. What really matters: 1) Membership continues to grow quarter after quarter 2) Full-year guidance remains unchanged Thats all I needed to see. The long-term thesis stays intact"  
[X Link](https://x.com/anyuser/status/1986589419009093813)  2025-11-07T00:20Z [---] followers, [---] engagements


"I dont own enough $ZETA. Athena is THAT powerful. I was an early investor in $PLTR around $14 because their AIP platform completely changed how companies use AI. It turned complex data work into something anyone could use and thats exactly what I see happening with Athena at $ZETA. AIP for $PLTR made it possible for businesses to talk to their data and make real decisions through AI not just analyze numbers but act on them. Thats what made $PLTR explode in adoption. Athena is doing the same thing for marketing and customer data. It lets users ask questions build campaigns and make decisions"  
[X Link](https://x.com/TheStockerMan/status/1986597058921570360)  2025-11-07T00:50Z [---] followers, 12.1K engagements


"$OPEN was down almost 25% pre-market after earnings and yet it is now down just 1%. That kind of reversal says a lot. This isnt the same $OPEN we knew a year ago. Under new management the companys direction is being completely reshaped. On yesterdays call Kaz laid out a vision that goes way beyond just buying and selling homes. He talked about turning $OPEN into a real estate ecosystem one where mortgage insurance title warranty and even blockchain are seamlessly connected. Every piece of the home transaction that used to be fragmented and stressful will live inside one trusted platform. Kazs"  
[X Link](https://x.com/TheStockerMan/status/1986850218252362089)  2025-11-07T17:36Z [---] followers, [---] engagements


"I started to invest in: $PLTR at 14$ $SOFI at 8$ $HIMS at 18$ $AMD at 80$ Now my next high-conviction bets are $OSCR at 14$ and $ZETA at 16$. My next multibaggers in the making"  
[X Link](https://x.com/TheStockerMan/status/1986934976558821552)  2025-11-07T23:13Z [---] followers, [----] engagements


"Three stocks Im watching closely this weekend: [--]. $META Trading at a very low P/E of just 20x. Revenue is up 26% year over year and still growing fast. EPS would have been met if not for a $16 billion one-time expense that led to an overreaction in the stock. At these levels Meta remains a clear long-term buy. [--]. $DUOL Revenue growth: +136% Free cash flow growth: +82% Free cash flow margins: 30% Market cap: -6% The fundamentals continue to accelerate while the stock price lags. This looks like a generational buying opportunity. [--]. $NVO Currently down 69.69% from last years highs. Valuation"  
[X Link](https://x.com/TheStockerMan/status/1987263457318871552)  2025-11-08T20:58Z [---] followers, [----] engagements


"$OSCR is setting up for a multi-year cup & handle breakout. Once it clears $24 its game over for the bears. Heres whats fueling the next leg up after more news over the weekend: 1) ACA Subsidy Extension Incoming: The market isnt pricing in the impact yet but if subsidies are extended expect a 2030%+ spike. Oscars business is 7585% tied to ACA exchanges so any policy clarity or renewal directly boosts their revenue base and membership growth. 2) Trumps Plan surprisingly bullish: After digging into his latest post if this plan moves forward it could actually benefit $OSCR: More consumer choice"  
[X Link](https://x.com/TheStockerMan/status/1987642928160755946)  2025-11-09T22:06Z [---] followers, 11.7K engagements


"My long-term portfolio update: $TSLA 21% $SOFI 18% $HIMS 16% $AMD 13% $OSCR 10% $PLTR 6% $ZETA 5% $LMND 5% $NBIS 3% $PATH 3% Other account: $BMNR $OPEN $NVO $FUBO $JD Potential additions: $META & $DUOL $META trading at just 20x earnings with 25%+ revenue growth. $DUOL 136% revenue growth 82% FCF growth 30% margins"  
[X Link](https://x.com/TheStockerMan/status/1987702633248039238)  2025-11-10T02:03Z [---] followers, [----] engagements


"$OSCR is back under $15 and people are panic-selling over ACA headlines. Let me remind you: Investors dumped $HIMS at $20 over GLP-1 fears fast forward today $HIMS 100% from then. Heres what matters: even if $OSCR misses its [----] EPS goal of $2 by half and only hits $1 that still puts the stock at roughly 15x [----] EARNINGS for one of the fastest-growing insurers in the U.S. Trumps comments about potentially cutting ACA subsidies might shake weak hands but $OSCR has said multiple times that its growth DOESNT depend on the enhanced ACA. Profitability is already locked in for [----]. Whether the"  
[X Link](https://x.com/TheStockerMan/status/1987950210459287920)  2025-11-10T18:27Z [---] followers, 17.6K engagements


"$JD earnings could finally be the catalyst that wakes the market up. Back in [----] JD was trading at $33/share on roughly $18B in annual revenue. Fast forward to 2024: the stock is sitting at $31/share yet revenue has exploded to $161B. Thats nearly a 10x growth in revenue over the past decade with a lower share price. For [----] theyre expected to hit $175B in revenue continuing to scale one of the largest logistics and e-commerce networks in Asia. This stock is super undervalued here Analysts agree: the average price target is $45 a +41% upside and not a single one of the [--] analysts covering"  
[X Link](https://x.com/anyuser/status/1987954922688774279)  2025-11-10T18:46Z [---] followers, [----] engagements


"$OPEN sold off nearly 25% after earnings and now its up 40% ever since. Goldman Sachs disclosed a 38.5M share stake giving them about 5% ownership. Thats a serious vote of confidence from Wall Street. JPMorgan added to the momentum with an $8 price target signaling belief in the companys turnaround. The new 50-year mortgage product is gaining traction too it expands affordability and brings more potential buyers into the market. But heres the biggest statement of allKaz personally bought over $1M worth of $OPEN shares. When a CEO buys $1M of their own companys stock on the open market thats"  
[X Link](https://x.com/TheStockerMan/status/1988055580674576515)  2025-11-11T01:26Z [---] followers, [---] engagements


"$PLTR just had one of its best quarters ever with revenue up sharply margins expanding and profitability accelerating across every segment. Government deals are growing commercial adoption is exploding and AIP demand is off the charts. Meanwhile Michael Burry thought it was a good idea to short $PLTR The street panicked and it dropped to 170$. The stocks already back near $196. At some point the valuation argument becomes noise. When a company beats expectations quarter after quarter raises guidance and keeps compounding free cash flow thats what real growth looks like. $PLTR isnt slowing"  
[X Link](https://x.com/TheStockerMan/status/1988057256169189426)  2025-11-11T01:32Z [---] followers, [---] engagements


"Live look at Stocker-Man with $OSCR being down 18% when profitability in [----] remains on track WITH or WITHOUT ACA subsidies"  
[X Link](https://x.com/TheStockerMan/status/1988061056628097134)  2025-11-11T01:47Z [---] followers, [----] engagements


"$NBIS just dropped an absolute blowout report. Lets break it down: $79B ARR projected by end of [----] thats way ahead of expectations $3B 5-year deal signed with $META just two months after the $17B partnership with $MSFT Core business hitting 19% Adj. EBITDA margin Sold-out capacity (AGAIN). Every new MW they bring online gets instantly taken. Power connected: 800MW 1GW Revenue came in a bit light ($146M vs. $155M est.) because they literally RAN OUT OF CAPACITY. Arkady Volozh (CEO) broke it down perfectly: Phase [--] secure land + power (1% of CapEx) Phase [--] build data centers (20%) Phase 3"  
[X Link](https://x.com/TheStockerMan/status/1988326465079775335)  2025-11-11T19:22Z [---] followers, [----] engagements


"$JD has been quietly consolidating in this zone for the last [--] months Earnings this Thursday could finally be the catalyst to break it out of this range. The stock is still trading around the same price levels as [----] yet yearly revenue has grown nearly 10x since then from $18B $175B expected in [----]. With margins improving costs coming down strong cash flow generation and a clean balance sheet hard to argue this isnt one of the most undervalued large-caps in the market right now. All eyes on $JD earnings Thursday"  
[X Link](https://x.com/anyuser/status/1988359557039497225)  2025-11-11T21:33Z [---] followers, [----] engagements


"3 stocks Im taking advantage of on this dip: 1) $ZETA 17th straight beat-and-raise quarters. Revenue still compounding +2030% YoY free cash flow exploding and they just reaffirmed long-term guidance again. Athena + data moat + OpenAI partnership = one of the strongest operating stories in tech right now. Every dip has been a gift and this one is no different. 2) $OSCR People panic every time ACA headlines show up but Oscar has been crystal clear: profitability is coming in [----] with or without enhanced subsidies. Membership keeps climbing margins are improving MLR is stabilizing and guidance"  
[X Link](https://x.com/anyuser/status/1989137615598010533)  2025-11-14T01:05Z [---] followers, [---] engagements


"Typically every weekend when I have a bit more time I pick one or two companies that are popular on X and I do a deep dive. Last weekend I dug into $DUOL & $META. This weekend $ASTS. $ASTS is building the first space-based cellular broadband network designed to work directly with normal smartphones no satellite phone no extra hardware. Their whole pitch is simple: connect the 5B+ people who still experience mobile dead zones by partnering with carriers like AT&T Vodafone Telefonica etc. Revenue model is carrier-driven they get paid per-user per-GB and through service agreements with major"  
[X Link](https://x.com/anyuser/status/1989832756252291560)  2025-11-15T23:07Z [---] followers, [----] engagements


"After a ton of research I started a position in $NBIS at $112 before earnings. Im down 25% on it and honestly Im not worried at all. You cant time the market all this does is give me a perfect chance to DCA at these levels. I liked the stock at $112 and I like it even more at $83. Heres why: The revenue miss was because they literally ran out of capacity. Thats the best kind of miss you can have. Demand is overwhelming not weakening. Theyre guiding for $79B ARR by end of [----]. This is insane growth for a company trading at these levels. Added $META as a new hyperscaler customer with a"  
[X Link](https://x.com/anyuser/status/1989835619456225685)  2025-11-15T23:19Z [---] followers, [----] engagements

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