[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.] #  @jakebrowatzke Jake Browatzke 🚀 Jake Browatzke 🚀 posts on X about $lmnd, $lmnds, insurance, $oscr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::244848653/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +895% - X Year XXXXXXXXX +343% ### Mentions: XX [#](/creator/twitter::244848653/posts_active)  - X Month XXX -XX% - X Months XXX +990% - X Year XXX +441% ### Followers: XXXXXX [#](/creator/twitter::244848653/followers)  - X Week XXXXXX +0.38% - X Month XXXXXX +3.20% - X Months XXXXXX +9.80% - X Year XXXXXX +13% ### CreatorRank: XXXXXXX [#](/creator/twitter::244848653/influencer_rank)  ### Social Influence [#](/creator/twitter::244848653/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$lmnd](/topic/$lmnd) #40, [$lmnds](/topic/$lmnds) #1, [insurance](/topic/insurance) #160, [$oscr](/topic/$oscr) #40, [$hims](/topic/$hims) #46, [longterm](/topic/longterm) 3.25%, [100x](/topic/100x) #105, [stocks](/topic/stocks) 3.25%, [$tsla](/topic/$tsla) 3.25%, [hims](/topic/hims) #50 **Top accounts mentioned or mentioned by** [@krishnay152841](/creator/undefined) [@amitisinvesting](/creator/undefined) [@endicottinvests](/creator/undefined) [@coincrafty](/creator/undefined) [@mirandusgame](/creator/undefined) [@lemonadeinc](/creator/undefined) [@danielisdizzy](/creator/undefined) [@bryanjohnson](/creator/undefined) [@elonmusk](/creator/undefined) [@olensrud](/creator/undefined) [@leepyface](/creator/undefined) [@cryptostache](/creator/undefined) [@ccvbrostroem](/creator/undefined) [@paperbaginvest](/creator/undefined) [@pitquidity](/creator/undefined) [@sambha1987](/creator/undefined) [@vittoriobenedet](/creator/undefined) [@operationatm](/creator/undefined) [@rafamarfer](/creator/undefined) [@piuroy738](/creator/undefined) **Top assets mentioned** [Lemonade, Inc. (LMND)](/topic/$lmnd) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/$tsla) [4 (FOUR)](/topic/$four) [The Root Network (ROOT)](/topic/$root) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Ethereum (ETH)](/topic/$eth) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Palantir (PLTR)](/topic/$pltr) [Enphase Energy Inc (ENPH)](/topic/$enph) [Bitcoin (BTC)](/topic/$btc) [Monero (XMR)](/topic/$xmr) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Roku, Inc. (ROKU)](/topic/$roku) [Block, Inc. (XYZ)](/topic/$xyz) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Airbnb Inc (ABNB)](/topic/$abnb) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts [#](/creator/twitter::244848653/posts) --- Top posts by engagements in the last XX hours "$LMND's Q2 will be momentus in continuing to wake up the long-term retail investor to the 100x-1000x opportunity before us. Q2 must: X. Confirm the path to profit through lower loss ratios a return to adjusted free cash flow and strong margin guidance post XX% reinsurance. X. Excite growth and momentum investors with a strong raise of revenue guidance. (Let's be honest that the tech momentum and growth investors who are most likely to buy before net profits don't know what IFP is. They only see P/S and revenue growth and if not impressed never open an earnings report). X. Show growth can"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1944491117384204542) 2025-07-13 20:16:23 UTC 30.8K followers, 3907 engagements "@bryan_johnson Does THC help with brain elasticity and fighting Alzheimer's As humans age and our brains naturally become less elastic which harms our ability to learn new things even without Alzheimers"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947018165105422380) 2025-07-20 19:37:59 UTC 30.8K followers, XXX engagements "i drew $lmnd lines. now i can predict the short-term future 🤯 As a long-term investor i really don't care to though sorry guys"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945904910651769263) 2025-07-17 17:54:18 UTC 30.8K followers, 4695 engagements "@KrishnaY152841 sorry what is your argument against Lemonade You're saying the 100x will take an extra quarter"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1944857043950821472) 2025-07-14 20:30:27 UTC 30.8K followers, XXX engagements "@elonmusk What questions does the quietness lead you to ask"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1946761698901184588) 2025-07-20 02:38:52 UTC 30.8K followers, 1555 engagements "@olensrud I like Shift4 Big fan of Jared. Plus you get some juicy SpaceX exposure owning $FOUR as they participated in an early seed round several years ago. They also process all Starlink payments 🔥"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1946701831058387059) 2025-07-19 22:40:59 UTC 30.8K followers, XXX engagements "@bryan_johnson How would I go about investing $100000 in Blueprint Or would an investment that small be interesting"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947913596899303782) 2025-07-23 06:56:06 UTC 30.9K followers, XXX engagements "I talk about $LMND's AI ontology and automation a lot and for good reason. But @Lemonade_Inc's in-house marketing team may be the most underrated moat in their business. As someone who has spent hundreds of thousands of dollars per month on Meta ads for my own business and who grew a YouTube channel to 800k+ subscribers making ad compilations (Jake's Top XX feel free to look it up) I find marketing fun. And I have some weight when I say that Lemonade's social media marketing is impressive. Organic stuff like what I'm sharing kills on Instagram and Facebook with my younger generation (under"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1944615381764604390) 2025-07-14 04:30:10 UTC 30.8K followers, 7214 engagements "It's better to pay a good price for a good business than a bargain price for a bad business. Only on rare occasions are you offered the opportunity to buy a great businesses for a bargain price $LMND"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947183284724617319) 2025-07-21 06:34:06 UTC 30.9K followers, 3297 engagements "@ccvbrostroem @PaperBagInvest has several videos on this. The reserve requirement will not stop $LMND from achieving their growth growth rate targets"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947739637100785808) 2025-07-22 19:24:51 UTC 30.9K followers, XXX engagements "I predict a day in the future where $LMND's morning runs on good news (i.e. reinsurance reduction expanding to a new state earnings etc.) won't instantly be sold off by traders and shorts 🔮 Longer they do though the better for long-term investors gifted more load up time 🚀"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945897839118151966) 2025-07-17 17:26:12 UTC 30.8K followers, 2204 engagements "$LMND is a 100x opportunity. Ignore it if you want. I'm just trying to help"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947627703231991954) 2025-07-22 12:00:04 UTC 30.9K followers, 6648 engagements "This is how the market currently sees $LMND. Solely a retail momentum stock. There will be an explosive awakening when reality hits that Lemonade is an undervalued high growth high-quality money printing autonomous organization"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947788747577430139) 2025-07-22 22:40:00 UTC 30.9K followers, 2341 engagements "Two weeks until $LMND earnings. Fundamental investors know the shift is happening before our eyes"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947161984744493241) 2025-07-21 05:09:28 UTC 30.9K followers, 3282 engagements "$LMND is an AI rocket ship with a ticking fuse to take-off. When does the countdown hit zero Who cares I couldn't be more excited or sleep any easier being all in $LMND with my multimillion dollar portfolio"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1944600371613086027) 2025-07-14 03:30:32 UTC 30.9K followers, 2620 engagements "It cost's $400-$900 to acquire a customer in the insurance industry. $LMND has 2.5M customers. This would cost a new competitor (assuming a $XXX CAC) $1.25B to acquire. Add Lemonade's $1B in cash for a total of $2.25B in book value and you can buy $LMND for just $650M today🤯"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945208364197151195) 2025-07-15 19:46:28 UTC 30.8K followers, 17.1K engagements "$LMND bears are fired up. They're also dead wrong. In this post I will respond to X of the most oft cited bear arguments: If I missed any you find compelling drop them below and I'll respond in this thread. X. Bear argument: Expenses Growing Faster Than Revenue with operating and administrative costs increasing at a higher rate than premiums. My thoughts: This is only true INCLUDING growth spend. When Lemonade spends on growth they currently expect to earn 3x the customer acquisition cost in future profit according to their Life Time Value Model however they see almost none of this return in"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945610696810795413) 2025-07-16 22:25:12 UTC 30.9K followers, 9006 engagements ""Its dangerous to buy companies that everyone thinks are excellent and that are relatively slow-growth companies." - Peter Lynch What's the opposite of this A relatively high-growth company few think is excellent. Which stocks fit this I'll start 👇"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1946364475738620210) 2025-07-19 00:20:27 UTC 30.8K followers, 8497 engagements "After $LMND explodes everyone will start wanting to know what I have to say. But I may not find another opportunity like Lemonade for 5-10 years. Opportunities on this scale only come once or twice in the generation"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947578668165042493) 2025-07-22 08:45:13 UTC 30.9K followers, 5642 engagements "The secret to outperforming the market is finding broken stocks connected to thriving companies. This often requires betting against the crowd and public sentiment. It always requires understanding a companies true fundamental value. $LMND"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947126684429214104) 2025-07-21 02:49:12 UTC 30.8K followers, 2523 engagements "Who sent this to me I would never do this $LMND 😂"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947554854114603301) 2025-07-22 07:10:35 UTC 30.9K followers, 3667 engagements "$OSCR $LMND $ROOT All look JUICY today Especially nice pullback as I'll be buying $48k more $LMND on Monday ❤🚀"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1943744173284151363) 2025-07-11 18:48:18 UTC 30.8K followers, 2872 engagements "If my portfolio was made up of XX stocks this is what they'd be today. X. $LMND X. $HIMS X. $AMD X. $OSCR X. $TSLA X. $IREN X. $FOUR X. $META X. $ODD XX. $ENPH (contrarian) This portfolio will greatly outperform the broader market IMO. However I am currently all in my best idea - $LMND which I believe will greatly outperform this portfolio"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1939044856598307127) 2025-06-28 19:34:54 UTC 30.8K followers, 22.3K engagements "$LMND grew revenue XXX% since 2020 ($94M to $526M in 2024) yet trades XX% below its peak. Why Market overlooks its AI-driven moat and path to $10B in-force premium by 2032. Cash flow positive in 2024 with a 20x in free cash flow expected over the next doubling of premiums 🚀"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947548558019698988) 2025-07-22 06:45:34 UTC 30.9K followers, 2291 engagements "If you been investing for less than X years the best investment you can make is listening to / reading One Up on Wallstreet by Peter Lynch"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947203666647126273) 2025-07-21 07:55:06 UTC 30.9K followers, 1503 engagements "Very curious to see how the market reacts to $LMND's coming revenue growth acceleration combined with achieving EBITDA profitablility 😊🚀"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947748690677948837) 2025-07-22 20:00:49 UTC 30.9K followers, 2585 engagements "There is currently $733M of guaranteed future buying power for $LMND"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1940202801617059982) 2025-07-02 00:16:09 UTC 30.9K followers, 4947 engagements "$LMND is worth $XXX today at a XX% discount rate based on our base case model to 2035. A $3B company with $1B in cash and $1B in annual premiums that will likely be printing $2B a year in profit in about a decade"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947551405616545882) 2025-07-22 06:56:53 UTC 30.9K followers, 1743 engagements "For comparison Progressive has 36.65M customers. Doing the same calculation ($500 CAC) values the cost of acquiring all of Progressive's customers at $18.3B. Their cash and short term investments are worth $11.27B. Progressive stock costs $111B after substracting these values"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945215021300031880) 2025-07-15 20:12:56 UTC 30.8K followers, 1387 engagements "I focus on investing in companies (currently all-in $LMND in my stock portfolio). However I do have a few digital asset wallets as well. XX% of my digital assets are $ETH. XX% are $XMR Monero. Most people understand the $ETH thesis (stable coin usage growing Robinhood building private company stock trading on $ETH etc.). But very few understand Monero. Here is my concise Monero thesis:"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947041540972671375) 2025-07-20 21:10:52 UTC 30.8K followers, 4069 engagements "@danielisdizzy Yes it can often take that long. The rewards compound for the patient"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947413629835370715) 2025-07-21 21:49:25 UTC 30.8K followers, XXX engagements "@EndicottInvests Every company has risks. You can read about Lemonade's disclosed risks here on page XX Item 7A. Quantitative and Qualitative Disclosures About Market Risk: I personally don't believe any are existential for Lemonade"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947811257224204559) 2025-07-23 00:09:26 UTC 30.9K followers, XXX engagements "@EndicottInvests I see. To be clear $HIMS is my second favorite stock in the market today and I expect it to return over 50X in the next XX years"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947819989383217346) 2025-07-23 00:44:08 UTC 30.9K followers, XXX engagements "$LMND is the $NFLX of insurance. A fully automated platform that can add customers without adding employees. $HIMS may be on the way to this level of automation as well longer term (if we get AI Doctors legally able to prescribe medication) but $LMND is already there. The entire insurance process from underwriting (LTV12 model) to sales (AI bot Mia) to customer service (AI bot Mia) to fraud detection (AI Bot Jim) to claims filing and payout (AI bot Jim) to HR (AI Bot Cooper) is automatable without a human in the loop. Lemonade already automates every part within its ontology and is working"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947934419190181890) 2025-07-23 08:18:51 UTC 30.9K followers, 2857 engagements "Hard truth: If you don't have the patience to hold a stock for even a full 24-month period while it's trading at less than 1/4th fair value and is transitioning into a cashflow printing machine you are not an investor"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947389228587094430) 2025-07-21 20:12:27 UTC 30.9K followers, 2937 engagements "Should I livestream $LMND's Aug 5th Q2 earnings on X and YouTube"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945887123724230881) 2025-07-17 16:43:37 UTC 30.8K followers, 1913 engagements "@amitisinvesting $ETH is XX% of my crypto portfolio. Second biggest position after $LMND which I am all in in my stock portfolio"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947019872115810586) 2025-07-20 19:44:46 UTC 30.8K followers, 1810 engagements "@Vittoriobenedet @KrishnaY152841 My feeling is that the TAM is sooo big that even when their current plans change (which they will) there are simply so many paths to make it happen from a $3B base with the talent Daniel and Shai bring to the table"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1944915547440726309) 2025-07-15 00:22:55 UTC 30.8K followers, XXX engagements "Every time I analyze a company $LMND stands out as the benchmark no one can beat. Every stock lags behind $LMND in some of these categories without winning another: X. Large price discount compared to current value X. Superior product compared to competitors X. High short-term growth rate X. High expected long-term growth due to a growing moat and vast market opportunity relative to current size X. Lack of innovative competition as the first innovator in an unattractive slow-growth industry like Tesla vs. century-old car makers X. Proven track record and commitment to continuous innovation 7."  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1946798070546436217) 2025-07-20 05:03:24 UTC 30.8K followers, 7233 engagements "Traditional insurance companies hire people to work at great hourly cost Lemonade builds AI agents that work faster more accurately and at almost no cost $LMND's advantage compounds as billions of data points continually train their agents within an ontology that is becoming an insurance Superintelegence"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1946873067822796915) 2025-07-20 10:01:25 UTC 30.8K followers, 2639 engagements "$LMND offers the highest 10-year cash flow return relative to its price among all stocks in our model including: X. $HIMS (great value with risks) X. $PLTR (strong but overpriced) X. $TSLA (costly but TAM expansion supports good long term returns despite premium) X. $OSCR (multiple expansion potential but lower long-term free cash flow margin underperforming $LMNDs return over XX years) X. $IREN (potentially higher short term cash flow return if $BTC growth or their AI pivot succeeds but less certain with lower long-term margin potential as a hardware based business trailing Lemonade's return"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947804963305848848) 2025-07-22 23:44:26 UTC 30.9K followers, 4739 engagements "Why am I all-in $LMND In simplest terms I would rather go big on my strongest conviction and be wrong than live in fear. In our age there really is no downside to most failures. In fact it was only by overcoming the fear of public speaking that I started a YouTube channel at XX and made my first $20k from a viral video. after X straight years of failure and XXX videos almost no one watched. It was only through a lack of fear about losing all my savings (and strong conviction in my research) that I invested everything I made from YouTube into $TSLA. and became a millionaire. Most people"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1943782849426895087) 2025-07-11 21:21:59 UTC 30.8K followers, 10.6K engagements "Robotaxi's revenue growth without headcount growth is opperating leverage we hope to see with $TSLA soon The same operating leverage dynamic is already happening with $LMND's autonomous insurance platform growth"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947564160448971062) 2025-07-22 07:47:34 UTC 30.9K followers, 1415 engagements "My fulltime analyst and I are following $LMND $TSLA $AMD $HIMS $HOOD $META $AMZN $GOOG $ROKU $XYZ $PLTR $ROOT $OSCR $FOUR $SMCI $BSEM $ODD $ABNB $IREN and some others relatively closely. I normally listen to 20-50 earnings calls each earning season. This isn't necessary. I just really enjoy it and find earnings calls carry more signal than listening to CNBC for example which is XX% noise unless a guest or CEO I really respect is on"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1941620241550757916) 2025-07-05 22:08:33 UTC 30.8K followers, 1096 engagements "Meanwhile this is $LMND's competitor's ratings 😅"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945664688626258131) 2025-07-17 01:59:45 UTC 30.9K followers, 11.4K engagements "@OperationATM @sobieski902 We tend to overestimate what can happen in the short term and underestimate what can happen in the long term. My model's base case is around a $250B market cap in XX years. A 4x from there to $1T might only take another 5-7 years. So XX years is my ballpark estimate to $1T"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1936997005265424851) 2025-06-23 03:57:28 UTC 30.8K followers, XX engagements "Everyone is looking at $LMND's revenue. Most retail investors have NEVER analyzed an insurance company before. In-force premium is simply NOT important to them. This is why the revenue growth acceleration guide during Q2 (to XX% from XX% previously) will be MASSIVE"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1946325173193314460) 2025-07-18 21:44:16 UTC 30.8K followers, 4136 engagements "The problem with $OSCR compared to $LMND In insurance net profit equals total premiums collected minus loss ratio (claims paid) minus expense ratio (opperating costs). $LMND's trailing XX month loss ratio is XX% ex-CAT (CA wildfire in Q1) Lemonades Q1 loss ratio was 59%. $OSCR is far more regulated because they operate within the ACA (affordable care act aka Obamacare) and have X primary paying customer the US government. This customer says it's illegal for Oscar to have a loss ratio below 80%. Thankfully for Oscar they use AI which they hope will push their expense ratio to just XX% of"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947737668218982756) 2025-07-22 19:17:01 UTC 30.9K followers, 5016 engagements "@hollertotide Nice portfolio. But I'm curious. What's your Uber thesis in the autonomous age"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1946760417629425943) 2025-07-20 02:33:47 UTC 30.8K followers, XXX engagements "@rafamarfer They have the highest net promoter score of any insurance company. Highest App store rating. Highest Trustpilot reviews That said. Some complaints are inevitable"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947740118996976113) 2025-07-22 19:26:46 UTC 30.8K followers, XX engagements "Which is true X. I believe $LMND can 100x because I'm naive. X. I believe $LMND can 100x because I'm NOT naive"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1944827233777934544) 2025-07-14 18:32:00 UTC 30.8K followers, 4777 engagements "$LMND's search interest doesn't look bearish that's for sure 👀"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945031705418444934) 2025-07-15 08:04:30 UTC 30.8K followers, 4880 engagements "$LMND is worth $XXX today. Q2 earnings will have a massive revenue guidance increase. The stock is down XX% while customers are up XXX% over the same time"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945482790406910323) 2025-07-16 13:56:57 UTC 30.8K followers, 7982 engagements "Hot take: $LMND will be the first trillion dollar company with less than 2000 employees"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1944508944044437871) 2025-07-13 21:27:14 UTC 30.9K followers, 9239 engagements "When a stock with XX% short interest breaks out it can be quite the spectacle. $LMND"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947567827604402437) 2025-07-22 08:02:08 UTC 30.9K followers, 1838 engagements
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@jakebrowatzke Jake Browatzke 🚀
Jake Browatzke 🚀 posts on X about $lmnd, $lmnds, insurance, $oscr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +895%
- X Year XXXXXXXXX +343%
Mentions: XX #
- X Month XXX -XX%
- X Months XXX +990%
- X Year XXX +441%
Followers: XXXXXX #
- X Week XXXXXX +0.38%
- X Month XXXXXX +3.20%
- X Months XXXXXX +9.80%
- X Year XXXXXX +13%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXX% cryptocurrencies XXXX% technology brands XXXX% automotive brands XXXX% social networks XXXX% celebrities XXXX%
Social topic influence $lmnd #40, $lmnds #1, insurance #160, $oscr #40, $hims #46, longterm 3.25%, 100x #105, stocks 3.25%, $tsla 3.25%, hims #50
Top accounts mentioned or mentioned by @krishnay152841 @amitisinvesting @endicottinvests @coincrafty @mirandusgame @lemonadeinc @danielisdizzy @bryanjohnson @elonmusk @olensrud @leepyface @cryptostache @ccvbrostroem @paperbaginvest @pitquidity @sambha1987 @vittoriobenedet @operationatm @rafamarfer @piuroy738
Top assets mentioned Lemonade, Inc. (LMND) Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) Tesla, Inc. (TSLA) 4 (FOUR) The Root Network (ROOT) Metadium (META) Advanced Micro Devices (AMD) Iris Energy Limited Ordinary Shares (IREN) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) Ethereum (ETH) Robinhood Markets, Inc. (HOOD) Palantir (PLTR) Enphase Energy Inc (ENPH) Bitcoin (BTC) Monero (XMR) Netflix Inc (NFLX) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Roku, Inc. (ROKU) Block, Inc. (XYZ) Super Micro Computer, Inc. Common Stock (SMCI) Airbnb Inc (ABNB) Uber Technologies, Inc. (UBER)
Top Social Posts #
Top posts by engagements in the last XX hours
"$LMND's Q2 will be momentus in continuing to wake up the long-term retail investor to the 100x-1000x opportunity before us. Q2 must: X. Confirm the path to profit through lower loss ratios a return to adjusted free cash flow and strong margin guidance post XX% reinsurance. X. Excite growth and momentum investors with a strong raise of revenue guidance. (Let's be honest that the tech momentum and growth investors who are most likely to buy before net profits don't know what IFP is. They only see P/S and revenue growth and if not impressed never open an earnings report). X. Show growth can"
@jakebrowatzke on X 2025-07-13 20:16:23 UTC 30.8K followers, 3907 engagements
"@bryan_johnson Does THC help with brain elasticity and fighting Alzheimer's As humans age and our brains naturally become less elastic which harms our ability to learn new things even without Alzheimers" @jakebrowatzke on X 2025-07-20 19:37:59 UTC 30.8K followers, XXX engagements
"i drew $lmnd lines. now i can predict the short-term future 🤯 As a long-term investor i really don't care to though sorry guys" @jakebrowatzke on X 2025-07-17 17:54:18 UTC 30.8K followers, 4695 engagements
"@KrishnaY152841 sorry what is your argument against Lemonade You're saying the 100x will take an extra quarter" @jakebrowatzke on X 2025-07-14 20:30:27 UTC 30.8K followers, XXX engagements
"@elonmusk What questions does the quietness lead you to ask" @jakebrowatzke on X 2025-07-20 02:38:52 UTC 30.8K followers, 1555 engagements
"@olensrud I like Shift4 Big fan of Jared. Plus you get some juicy SpaceX exposure owning $FOUR as they participated in an early seed round several years ago. They also process all Starlink payments 🔥" @jakebrowatzke on X 2025-07-19 22:40:59 UTC 30.8K followers, XXX engagements
"@bryan_johnson How would I go about investing $100000 in Blueprint Or would an investment that small be interesting" @jakebrowatzke on X 2025-07-23 06:56:06 UTC 30.9K followers, XXX engagements
"I talk about $LMND's AI ontology and automation a lot and for good reason. But @Lemonade_Inc's in-house marketing team may be the most underrated moat in their business. As someone who has spent hundreds of thousands of dollars per month on Meta ads for my own business and who grew a YouTube channel to 800k+ subscribers making ad compilations (Jake's Top XX feel free to look it up) I find marketing fun. And I have some weight when I say that Lemonade's social media marketing is impressive. Organic stuff like what I'm sharing kills on Instagram and Facebook with my younger generation (under" @jakebrowatzke on X 2025-07-14 04:30:10 UTC 30.8K followers, 7214 engagements
"It's better to pay a good price for a good business than a bargain price for a bad business. Only on rare occasions are you offered the opportunity to buy a great businesses for a bargain price $LMND" @jakebrowatzke on X 2025-07-21 06:34:06 UTC 30.9K followers, 3297 engagements
"@ccvbrostroem @PaperBagInvest has several videos on this. The reserve requirement will not stop $LMND from achieving their growth growth rate targets" @jakebrowatzke on X 2025-07-22 19:24:51 UTC 30.9K followers, XXX engagements
"I predict a day in the future where $LMND's morning runs on good news (i.e. reinsurance reduction expanding to a new state earnings etc.) won't instantly be sold off by traders and shorts 🔮 Longer they do though the better for long-term investors gifted more load up time 🚀" @jakebrowatzke on X 2025-07-17 17:26:12 UTC 30.8K followers, 2204 engagements
"$LMND is a 100x opportunity. Ignore it if you want. I'm just trying to help" @jakebrowatzke on X 2025-07-22 12:00:04 UTC 30.9K followers, 6648 engagements
"This is how the market currently sees $LMND. Solely a retail momentum stock. There will be an explosive awakening when reality hits that Lemonade is an undervalued high growth high-quality money printing autonomous organization" @jakebrowatzke on X 2025-07-22 22:40:00 UTC 30.9K followers, 2341 engagements
"Two weeks until $LMND earnings. Fundamental investors know the shift is happening before our eyes" @jakebrowatzke on X 2025-07-21 05:09:28 UTC 30.9K followers, 3282 engagements
"$LMND is an AI rocket ship with a ticking fuse to take-off. When does the countdown hit zero Who cares I couldn't be more excited or sleep any easier being all in $LMND with my multimillion dollar portfolio" @jakebrowatzke on X 2025-07-14 03:30:32 UTC 30.9K followers, 2620 engagements
"It cost's $400-$900 to acquire a customer in the insurance industry. $LMND has 2.5M customers. This would cost a new competitor (assuming a $XXX CAC) $1.25B to acquire. Add Lemonade's $1B in cash for a total of $2.25B in book value and you can buy $LMND for just $650M today🤯" @jakebrowatzke on X 2025-07-15 19:46:28 UTC 30.8K followers, 17.1K engagements
"$LMND bears are fired up. They're also dead wrong. In this post I will respond to X of the most oft cited bear arguments: If I missed any you find compelling drop them below and I'll respond in this thread. X. Bear argument: Expenses Growing Faster Than Revenue with operating and administrative costs increasing at a higher rate than premiums. My thoughts: This is only true INCLUDING growth spend. When Lemonade spends on growth they currently expect to earn 3x the customer acquisition cost in future profit according to their Life Time Value Model however they see almost none of this return in" @jakebrowatzke on X 2025-07-16 22:25:12 UTC 30.9K followers, 9006 engagements
""Its dangerous to buy companies that everyone thinks are excellent and that are relatively slow-growth companies." - Peter Lynch What's the opposite of this A relatively high-growth company few think is excellent. Which stocks fit this I'll start 👇" @jakebrowatzke on X 2025-07-19 00:20:27 UTC 30.8K followers, 8497 engagements
"After $LMND explodes everyone will start wanting to know what I have to say. But I may not find another opportunity like Lemonade for 5-10 years. Opportunities on this scale only come once or twice in the generation" @jakebrowatzke on X 2025-07-22 08:45:13 UTC 30.9K followers, 5642 engagements
"The secret to outperforming the market is finding broken stocks connected to thriving companies. This often requires betting against the crowd and public sentiment. It always requires understanding a companies true fundamental value. $LMND" @jakebrowatzke on X 2025-07-21 02:49:12 UTC 30.8K followers, 2523 engagements
"Who sent this to me I would never do this $LMND 😂" @jakebrowatzke on X 2025-07-22 07:10:35 UTC 30.9K followers, 3667 engagements
"$OSCR $LMND $ROOT All look JUICY today Especially nice pullback as I'll be buying $48k more $LMND on Monday ❤🚀" @jakebrowatzke on X 2025-07-11 18:48:18 UTC 30.8K followers, 2872 engagements
"If my portfolio was made up of XX stocks this is what they'd be today. X. $LMND X. $HIMS X. $AMD X. $OSCR X. $TSLA X. $IREN X. $FOUR X. $META X. $ODD XX. $ENPH (contrarian) This portfolio will greatly outperform the broader market IMO. However I am currently all in my best idea - $LMND which I believe will greatly outperform this portfolio" @jakebrowatzke on X 2025-06-28 19:34:54 UTC 30.8K followers, 22.3K engagements
"$LMND grew revenue XXX% since 2020 ($94M to $526M in 2024) yet trades XX% below its peak. Why Market overlooks its AI-driven moat and path to $10B in-force premium by 2032. Cash flow positive in 2024 with a 20x in free cash flow expected over the next doubling of premiums 🚀" @jakebrowatzke on X 2025-07-22 06:45:34 UTC 30.9K followers, 2291 engagements
"If you been investing for less than X years the best investment you can make is listening to / reading One Up on Wallstreet by Peter Lynch" @jakebrowatzke on X 2025-07-21 07:55:06 UTC 30.9K followers, 1503 engagements
"Very curious to see how the market reacts to $LMND's coming revenue growth acceleration combined with achieving EBITDA profitablility 😊🚀" @jakebrowatzke on X 2025-07-22 20:00:49 UTC 30.9K followers, 2585 engagements
"There is currently $733M of guaranteed future buying power for $LMND" @jakebrowatzke on X 2025-07-02 00:16:09 UTC 30.9K followers, 4947 engagements
"$LMND is worth $XXX today at a XX% discount rate based on our base case model to 2035. A $3B company with $1B in cash and $1B in annual premiums that will likely be printing $2B a year in profit in about a decade" @jakebrowatzke on X 2025-07-22 06:56:53 UTC 30.9K followers, 1743 engagements
"For comparison Progressive has 36.65M customers. Doing the same calculation ($500 CAC) values the cost of acquiring all of Progressive's customers at $18.3B. Their cash and short term investments are worth $11.27B. Progressive stock costs $111B after substracting these values" @jakebrowatzke on X 2025-07-15 20:12:56 UTC 30.8K followers, 1387 engagements
"I focus on investing in companies (currently all-in $LMND in my stock portfolio). However I do have a few digital asset wallets as well. XX% of my digital assets are $ETH. XX% are $XMR Monero. Most people understand the $ETH thesis (stable coin usage growing Robinhood building private company stock trading on $ETH etc.). But very few understand Monero. Here is my concise Monero thesis:" @jakebrowatzke on X 2025-07-20 21:10:52 UTC 30.8K followers, 4069 engagements
"@danielisdizzy Yes it can often take that long. The rewards compound for the patient" @jakebrowatzke on X 2025-07-21 21:49:25 UTC 30.8K followers, XXX engagements
"@EndicottInvests Every company has risks. You can read about Lemonade's disclosed risks here on page XX Item 7A. Quantitative and Qualitative Disclosures About Market Risk: I personally don't believe any are existential for Lemonade" @jakebrowatzke on X 2025-07-23 00:09:26 UTC 30.9K followers, XXX engagements
"@EndicottInvests I see. To be clear $HIMS is my second favorite stock in the market today and I expect it to return over 50X in the next XX years" @jakebrowatzke on X 2025-07-23 00:44:08 UTC 30.9K followers, XXX engagements
"$LMND is the $NFLX of insurance. A fully automated platform that can add customers without adding employees. $HIMS may be on the way to this level of automation as well longer term (if we get AI Doctors legally able to prescribe medication) but $LMND is already there. The entire insurance process from underwriting (LTV12 model) to sales (AI bot Mia) to customer service (AI bot Mia) to fraud detection (AI Bot Jim) to claims filing and payout (AI bot Jim) to HR (AI Bot Cooper) is automatable without a human in the loop. Lemonade already automates every part within its ontology and is working" @jakebrowatzke on X 2025-07-23 08:18:51 UTC 30.9K followers, 2857 engagements
"Hard truth: If you don't have the patience to hold a stock for even a full 24-month period while it's trading at less than 1/4th fair value and is transitioning into a cashflow printing machine you are not an investor" @jakebrowatzke on X 2025-07-21 20:12:27 UTC 30.9K followers, 2937 engagements
"Should I livestream $LMND's Aug 5th Q2 earnings on X and YouTube" @jakebrowatzke on X 2025-07-17 16:43:37 UTC 30.8K followers, 1913 engagements
"@amitisinvesting $ETH is XX% of my crypto portfolio. Second biggest position after $LMND which I am all in in my stock portfolio" @jakebrowatzke on X 2025-07-20 19:44:46 UTC 30.8K followers, 1810 engagements
"@Vittoriobenedet @KrishnaY152841 My feeling is that the TAM is sooo big that even when their current plans change (which they will) there are simply so many paths to make it happen from a $3B base with the talent Daniel and Shai bring to the table" @jakebrowatzke on X 2025-07-15 00:22:55 UTC 30.8K followers, XXX engagements
"Every time I analyze a company $LMND stands out as the benchmark no one can beat. Every stock lags behind $LMND in some of these categories without winning another: X. Large price discount compared to current value X. Superior product compared to competitors X. High short-term growth rate X. High expected long-term growth due to a growing moat and vast market opportunity relative to current size X. Lack of innovative competition as the first innovator in an unattractive slow-growth industry like Tesla vs. century-old car makers X. Proven track record and commitment to continuous innovation 7." @jakebrowatzke on X 2025-07-20 05:03:24 UTC 30.8K followers, 7233 engagements
"Traditional insurance companies hire people to work at great hourly cost Lemonade builds AI agents that work faster more accurately and at almost no cost $LMND's advantage compounds as billions of data points continually train their agents within an ontology that is becoming an insurance Superintelegence" @jakebrowatzke on X 2025-07-20 10:01:25 UTC 30.8K followers, 2639 engagements
"$LMND offers the highest 10-year cash flow return relative to its price among all stocks in our model including: X. $HIMS (great value with risks) X. $PLTR (strong but overpriced) X. $TSLA (costly but TAM expansion supports good long term returns despite premium) X. $OSCR (multiple expansion potential but lower long-term free cash flow margin underperforming $LMNDs return over XX years) X. $IREN (potentially higher short term cash flow return if $BTC growth or their AI pivot succeeds but less certain with lower long-term margin potential as a hardware based business trailing Lemonade's return" @jakebrowatzke on X 2025-07-22 23:44:26 UTC 30.9K followers, 4739 engagements
"Why am I all-in $LMND In simplest terms I would rather go big on my strongest conviction and be wrong than live in fear. In our age there really is no downside to most failures. In fact it was only by overcoming the fear of public speaking that I started a YouTube channel at XX and made my first $20k from a viral video. after X straight years of failure and XXX videos almost no one watched. It was only through a lack of fear about losing all my savings (and strong conviction in my research) that I invested everything I made from YouTube into $TSLA. and became a millionaire. Most people" @jakebrowatzke on X 2025-07-11 21:21:59 UTC 30.8K followers, 10.6K engagements
"Robotaxi's revenue growth without headcount growth is opperating leverage we hope to see with $TSLA soon The same operating leverage dynamic is already happening with $LMND's autonomous insurance platform growth" @jakebrowatzke on X 2025-07-22 07:47:34 UTC 30.9K followers, 1415 engagements
"My fulltime analyst and I are following $LMND $TSLA $AMD $HIMS $HOOD $META $AMZN $GOOG $ROKU $XYZ $PLTR $ROOT $OSCR $FOUR $SMCI $BSEM $ODD $ABNB $IREN and some others relatively closely. I normally listen to 20-50 earnings calls each earning season. This isn't necessary. I just really enjoy it and find earnings calls carry more signal than listening to CNBC for example which is XX% noise unless a guest or CEO I really respect is on" @jakebrowatzke on X 2025-07-05 22:08:33 UTC 30.8K followers, 1096 engagements
"Meanwhile this is $LMND's competitor's ratings 😅" @jakebrowatzke on X 2025-07-17 01:59:45 UTC 30.9K followers, 11.4K engagements
"@OperationATM @sobieski902 We tend to overestimate what can happen in the short term and underestimate what can happen in the long term. My model's base case is around a $250B market cap in XX years. A 4x from there to $1T might only take another 5-7 years. So XX years is my ballpark estimate to $1T" @jakebrowatzke on X 2025-06-23 03:57:28 UTC 30.8K followers, XX engagements
"Everyone is looking at $LMND's revenue. Most retail investors have NEVER analyzed an insurance company before. In-force premium is simply NOT important to them. This is why the revenue growth acceleration guide during Q2 (to XX% from XX% previously) will be MASSIVE" @jakebrowatzke on X 2025-07-18 21:44:16 UTC 30.8K followers, 4136 engagements
"The problem with $OSCR compared to $LMND In insurance net profit equals total premiums collected minus loss ratio (claims paid) minus expense ratio (opperating costs). $LMND's trailing XX month loss ratio is XX% ex-CAT (CA wildfire in Q1) Lemonades Q1 loss ratio was 59%. $OSCR is far more regulated because they operate within the ACA (affordable care act aka Obamacare) and have X primary paying customer the US government. This customer says it's illegal for Oscar to have a loss ratio below 80%. Thankfully for Oscar they use AI which they hope will push their expense ratio to just XX% of" @jakebrowatzke on X 2025-07-22 19:17:01 UTC 30.9K followers, 5016 engagements
"@hollertotide Nice portfolio. But I'm curious. What's your Uber thesis in the autonomous age" @jakebrowatzke on X 2025-07-20 02:33:47 UTC 30.8K followers, XXX engagements
"@rafamarfer They have the highest net promoter score of any insurance company. Highest App store rating. Highest Trustpilot reviews That said. Some complaints are inevitable" @jakebrowatzke on X 2025-07-22 19:26:46 UTC 30.8K followers, XX engagements
"Which is true X. I believe $LMND can 100x because I'm naive. X. I believe $LMND can 100x because I'm NOT naive" @jakebrowatzke on X 2025-07-14 18:32:00 UTC 30.8K followers, 4777 engagements
"$LMND's search interest doesn't look bearish that's for sure 👀" @jakebrowatzke on X 2025-07-15 08:04:30 UTC 30.8K followers, 4880 engagements
"$LMND is worth $XXX today. Q2 earnings will have a massive revenue guidance increase. The stock is down XX% while customers are up XXX% over the same time" @jakebrowatzke on X 2025-07-16 13:56:57 UTC 30.8K followers, 7982 engagements
"Hot take: $LMND will be the first trillion dollar company with less than 2000 employees" @jakebrowatzke on X 2025-07-13 21:27:14 UTC 30.9K followers, 9239 engagements
"When a stock with XX% short interest breaks out it can be quite the spectacle. $LMND" @jakebrowatzke on X 2025-07-22 08:02:08 UTC 30.9K followers, 1838 engagements