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# ![@mathlonning Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2966894595.png) @mathlonning Matheus Lonning

Matheus Lonning posts on X about $tmdx, $145m, $tsm, $605m the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::2966894595/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2966894595/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +11,200%
- X Year XXXXXXX +150,446%

### Mentions: XX [#](/creator/twitter::2966894595/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2966894595/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX +4,086%
- X Year XXX +14,900%

### Followers: XXX [#](/creator/twitter::2966894595/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2966894595/c:line/m:followers.svg)

- X Week XXX +2.90%
- X Month XXX +28%
- X Months XXX +1,087%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::2966894595/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2966894595/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::2966894595/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$tmdx](/topic/$tmdx) #11, [$145m](/topic/$145m) #1, [$tsm](/topic/$tsm) #332, [$605m](/topic/$605m) #2, [$asml](/topic/$asml) 1.44%, [asml](/topic/asml) 1.44%, [longterm](/topic/longterm) #841, [$4543t](/topic/$4543t) #8, [$tmdxs](/topic/$tmdxs) #1, [adoption](/topic/adoption) XXXX%

**Top accounts mentioned or mentioned by**
[@kylereedtrader](/creator/undefined) [@mikimmykim](/creator/undefined) [@nataninvesting](/creator/undefined) [@stonkwisdom](/creator/undefined) [@douchebag168](/creator/undefined) [@stonk_wisdom](/creator/undefined) [@carlosjanson23](/creator/undefined) [@nauset](/creator/undefined) [@ainterestingvid](/creator/undefined) [@jamesekrause](/creator/undefined) [@scorpionfund](/creator/undefined) [@buff23456](/creator/undefined) [@punderfultweet](/creator/undefined) [@ashton1nvests](/creator/undefined) [@manthantweets1](/creator/undefined) [@dividenddudex](/creator/undefined) [@tacticzh](/creator/undefined) [@liebertjohanm](/creator/undefined) [@shawtyisa10](/creator/undefined) [@stockmarketnerd](/creator/undefined)

**Top assets mentioned**
[TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Taiwan Semiconductor (TSM)](/topic/$tsm) [MYR Group, Inc. (MYRG)](/topic/$myrg) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Applovin Corporation (APP)](/topic/$app) [Morgan Stanley (MS)](/topic/morgan-stanley) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Autozone Inc (AZO)](/topic/$azo) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Energy Transfer, LP. (ET)](/topic/$et)
### Top Social Posts [#](/creator/twitter::2966894595/posts)
---
Top posts by engagements in the last XX hours

"@ManthanTweets1 Welcome back Missed your $TMDX posts"  
[X Link](https://x.com/mathlonning/status/1978121715587629262) [@mathlonning](/creator/x/mathlonning) 2025-10-14T15:32Z XXX followers, XXX engagements


"@KyleReedTrader Thatd be great I think theyll raise to $605M at the midpoint hes been very conservative with the guidance since last Q3 fiasco"  
[X Link](https://x.com/mathlonning/status/1978906993256501267) [@mathlonning](/creator/x/mathlonning) 2025-10-16T19:32Z XXX followers, XXX engagements


"$TMDX should be announcing exact date of earnings call soon"  
[X Link](https://x.com/mathlonning/status/1978145452001304904) [@mathlonning](/creator/x/mathlonning) 2025-10-14T17:06Z XXX followers, 2076 engagements


"Im becoming increasingly optimistic that $TMDX will meet or even exceed analyst estimates of $145M rev for Q3. I am also quite confident EPS will be a huge beat. When comparing Q3 to Q1 numbers; the number of flights is very similar except this time we have more revenues coming through the ground + next gen ocs trials (management didnt include rev boost in guidance but mentioned it would contribute 2-5% to total rev back in February or March) + there should be some revenue coming in from Europe operations. They did $143.5M in Q1. I believe they will at the very least meet expectations and"  
[X Link](https://x.com/mathlonning/status/1977793933532189165) [@mathlonning](/creator/x/mathlonning) 2025-10-13T17:49Z XXX followers, 3079 engagements


"Daily reminder one can currently buy $TMDX shares for cheaper than the CEO bought a couple months ago except catalysts are even closer now than they were before. Worth a look. R/R is there"  
[X Link](https://x.com/mathlonning/status/1978544197515829685) [@mathlonning](/creator/x/mathlonning) 2025-10-15T19:31Z XXX followers, 4196 engagements


"Debating if I should just stay up to listen to $ASML reduce guidance even though they have record orders coming up in 2026 lol"  
[X Link](https://x.com/mathlonning/status/1978296491627204815) [@mathlonning](/creator/x/mathlonning) 2025-10-15T03:06Z XXX followers, XXX engagements


"Added $MYRG yesterday before doing the research. Does anyone have good articles on it"  
[X Link](https://x.com/mathlonning/status/1976044969128599993) [@mathlonning](/creator/x/mathlonning) 2025-10-08T22:00Z XXX followers, XXX engagements


"Waleed said so at conference early September (ground ops); management has not included any trial revenue in their yearly guidance for 2025 I am using comment from q1 earnings call where Waleed said it would contribute a small amount to 2025 revenue (2-5%) before trials were even approved. Management is being conservative so the q3 debacle doesnt happen again Im being slightly less conservative; Mercedes deal + Italy hub Im assuming theres a statistically significant growth in Europe could only show up in upcoming quarters"  
[X Link](https://x.com/mathlonning/status/1977901088125882854) [@mathlonning](/creator/x/mathlonning) 2025-10-14T00:55Z XXX followers, XXX engagements


"Looking at $TMDX 2026 PE with a conservative XX% net income margin: XX% growth from 595M gives about 715M revenue and 157M net income which works out to a PE of XXXX XX% growth puts revenue near 744M and net income around 164M for a PE of XXXX XX% growth gets revenue to roughly 774M and net income of 170M making the PE XXXX Multiple is compressing quickly. At 114$ per share $TMDX has a fairly muted valuation. With so many crazy multiples being paid for growth names out there $TMDX is one of the most compelling opportunities out imo"  
[X Link](https://x.com/mathlonning/status/1971655045214278117) [@mathlonning](/creator/x/mathlonning) 2025-09-26T19:16Z XXX followers, 19.6K engagements


"@stonk_wisdom Yeah I was going to ask why not just buy shares and collect dividend"  
[X Link](https://x.com/mathlonning/status/1977956616789229751) [@mathlonning](/creator/x/mathlonning) 2025-10-14T04:36Z XXX followers, XX engagements


"If $TMDX meets or exceeds analyst estimates ($145m) for Q3 and end up raising guidance to $605M at the midpoint; 200$/share may happen in 2025"  
[X Link](https://x.com/mathlonning/status/1970207928553742453) [@mathlonning](/creator/x/mathlonning) 2025-09-22T19:25Z XXX followers, 3398 engagements


"COMPETITORS In the organ preservation and transplantation sector $TMDX faces competition from companies like XVIVO Perfusion and OrganOx (recently acquired by Terumo). While both have established technologies $TMDX's Organ Care System (OCS) offers distinct advantages in terms of organ viability and clinical adoption. XVIVO Perfusion XVIVO specializes in ex-vivo lung perfusion (EVLP) with its XPS platform and offers hypothermic oxygenated perfusion (HOPE) solutions for liver preservation. The XPS system is widely used for lung transplants providing a comprehensive platform for assessing and"  
[X Link](https://x.com/mathlonning/status/1962265832442286373) [@mathlonning](/creator/x/mathlonning) 2025-08-31T21:26Z XXX followers, XXX engagements


"If $ASML and $TSM raise their guidances with strong commentary this week things can get out of hand lol. $SMCI earnings coming up as well cant wait for their guidance"  
[X Link](https://x.com/mathlonning/status/1977809631595667660) [@mathlonning](/creator/x/mathlonning) 2025-10-13T18:52Z XXX followers, XXX engagements


"If $TMDX comes in at $145M for Q3 thatll put them at $445.5M through X quarters which would mean $149M on Q4 would meet current yearly guidance. Historically Q4 has been at least XX% better (rev wise) than Q3 which would imply $160M for Q4 and thats not even accounting for any trial/international revenue. Yeah theyre going to beat and raise. Dont miss the train Long $TMDX"  
[X Link](https://x.com/mathlonning/status/1978904487764070792) [@mathlonning](/creator/x/mathlonning) 2025-10-16T19:22Z XXX followers, 2101 engagements


"Just hit XXX% YTD with $TMDX up X% on the day. Thanks to all panicans who sold me cheap shares on $TMDX $APP $ASTS and even $TSM"  
[X Link](https://x.com/mathlonning/status/1975984768455246200) [@mathlonning](/creator/x/mathlonning) 2025-10-08T18:00Z XXX followers, 1559 engagements


"LOGISTICS MOAT (NOP)🏥 $TMDXs logistics platform is a key part of its competitive moat. Its 24/7 hub coordinates organ retrieval and transport nationwide ensuring that donor organs can be matched with the right patients anywhere in the U.S. in real time. This level of responsiveness is difficult for competitors to replicate and drives higher adoption among transplant centers. The integrated TMDX NOP (Network Operations Platform) further enhances convenience for clinicians providing streamlined scheduling monitoring and device management. By reducing operational friction for doctors and"  
[X Link](https://x.com/mathlonning/status/1962265829757862218) [@mathlonning](/creator/x/mathlonning) 2025-08-31T21:26Z XXX followers, XXX engagements


"Another IB initiated $TMDX today. At these prices its not too late to get in. Yes there could be a dip after Q3 call but that is unlikely. I wouldnt want to miss the boat in case it takes off after Q3 call. Long $TMDX"  
[X Link](https://x.com/mathlonning/status/1977770806211231772) [@mathlonning](/creator/x/mathlonning) 2025-10-13T16:18Z XXX followers, 5010 engagements


"$TMDX Morgan Stanley CONFERENCE NOTES Earlier today (SEP 8th 2025) $TMDX CEO Waleed presented at the MS healthcare conference. He shed light on important topics and answered questions I was hoping would be brought up. - Transitioning from XX% of operations done through the ground to XX% this quarter (q3). He said tracking flights is great for those who have nothing else to do (lol) but that does not accurately depict what the company is doing. Yes there is seasonality and overall transplant volume is down across the entire US. $TMDX knew that was coming and is well positioned to meet yearly"  
[X Link](https://x.com/mathlonning/status/1965125025918509535) [@mathlonning](/creator/x/mathlonning) 2025-09-08T18:48Z XXX followers, 14.2K engagements


"Feel like $REGN should be down more on this catalent news. Cant catch a break"  
[X Link](https://x.com/mathlonning/status/1977771762051166446) [@mathlonning](/creator/x/mathlonning) 2025-10-13T16:21Z XXX followers, XXX engagements


"@KyleReedTrader Yes once they recapture sentiment we should have a nice run. High short interest is there. The picture is much more clear now than it was leading it last Q3 and the stock was trading much higher"  
[X Link](https://x.com/mathlonning/status/1978553250006610182) [@mathlonning](/creator/x/mathlonning) 2025-10-15T20:07Z XXX followers, XXX engagements


"Last October $TMDX averaged XX flights per day. This October even with a slow start they are averaging XX flights a day and that number should increase as we get deeper into the month + a lot more ground operations are being conducted. Theyre going to be okay. Q3 call will be GREAT"  
[X Link](https://x.com/mathlonning/status/1976383214727069943) [@mathlonning](/creator/x/mathlonning) 2025-10-09T20:24Z XXX followers, 4190 engagements


"Glad to see $TMDX being opportunistic and acquiring a 22nd plane for their fleet. Goes to show long-term demand is not slowing down. Bundle that with all the other upcoming catalysts in the next 4-18 months and we have a lot of upside. Cant wait for the upcoming earnings call as I believe CEO will sound more excited and confident than ever"  
[X Link](https://x.com/mathlonning/status/1975611578310664342) [@mathlonning](/creator/x/mathlonning) 2025-10-07T17:18Z XXX followers, 5772 engagements


"The year is 2050 and there are only X $AZO and $ORLY shares outstanding remaining. They are each valued at several billion dollars. Excited to hear about $AZO buybacks tomorrow pre-market"  
[X Link](https://x.com/mathlonning/status/1970298494507458782) [@mathlonning](/creator/x/mathlonning) 2025-09-23T01:25Z XXX followers, XXX engagements


"$TMDX MAIN COMPETITOR GOT ACQUIRED FOR 1.5B Terumo (Japanese company) is set to acquire OrganOx. It is unclear what multiple they are paying for OrganOx but it may definitely affect $TMDX share price. $TMDX has a much larger market share than OrganOx and is currently valued at 4B. If $TMDX were to be acquired what would be the multiple on them"  
[X Link](https://x.com/mathlonning/status/1959778244888350797) [@mathlonning](/creator/x/mathlonning) 2025-08-25T00:41Z XXX followers, 11.4K engagements


"@stonk_wisdom Eventually people are gonna have to pivot to companies that actually produce energy and your leaps may print. Below 13$ would be crazy"  
[X Link](https://x.com/mathlonning/status/1977958504565776427) [@mathlonning](/creator/x/mathlonning) 2025-10-14T04:43Z XXX followers, XX engagements


"CC Wei is going to have Nasdaq up 2%+ tomorrow after he raises $TSM guidance and provides updates on Arizona fab yields. Must watch earnings call at 11pm PT tonight"  
[X Link](https://x.com/mathlonning/status/1978530636504957145) [@mathlonning](/creator/x/mathlonning) 2025-10-15T18:37Z XXX followers, XXX engagements


"@stonk_wisdom I like it Its feeling like its time to $ET and chill"  
[X Link](https://x.com/mathlonning/status/1977955561376534752) [@mathlonning](/creator/x/mathlonning) 2025-10-14T04:32Z XXX followers, XXX engagements