# ![@thephiloinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1844192063744606210.png) @thephiloinvest The Philosophical Investor

The Philosophical Investor posts on X about $oscr, $pltr, pltr, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1844192063744606210/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1844192063744606210/c:line/m:interactions.svg)

- [--] Week [------] +191%
- [--] Month [------] -11%
- [--] Months [-------] +19%
- [--] Year [-------] +37%

### Mentions: [--] [#](/creator/twitter::1844192063744606210/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1844192063744606210/c:line/m:posts_active.svg)

- [--] Week [--] +15%
- [--] Month [---] +4.40%
- [--] Months [---] +92%
- [--] Year [---] +28%

### Followers: [---] [#](/creator/twitter::1844192063744606210/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1844192063744606210/c:line/m:followers.svg)

- [--] Week [---] +7.50%
- [--] Month [---] +17%
- [--] Months [---] +28%
- [--] Year [---] +178%

### CreatorRank: [-------] [#](/creator/twitter::1844192063744606210/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1844192063744606210/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  70.14% [stocks](/list/stocks)  56.25% [technology brands](/list/technology-brands)  22.22% [countries](/list/countries)  6.25% [cryptocurrencies](/list/cryptocurrencies)  2.78% [financial services](/list/financial-services)  2.08% [celebrities](/list/celebrities)  1.39% [travel destinations](/list/travel-destinations)  0.69% [automotive brands](/list/automotive-brands)  0.69% [currencies](/list/currencies)  0.69%

**Social topic influence**
[$oscr](/topic/$oscr) 26.39%, [$pltr](/topic/$pltr) #580, [pltr](/topic/pltr) #600, [in the](/topic/in-the) 14.58%, [$pgy](/topic/$pgy) #2, [$hims](/topic/$hims) 11.81%, [palantir](/topic/palantir) #984, [hims](/topic/hims) 10.42%, [$dcth](/topic/$dcth) 9.72%, [growth](/topic/growth) 9.03%

**Top accounts mentioned or mentioned by**
[@investordenis](/creator/undefined) [@trevhesinvests](/creator/undefined) [@em013l](/creator/undefined) [@mvcinvesting](/creator/undefined) [@funofinvesting](/creator/undefined) [@krossroads](/creator/undefined) [@notebooklm](/creator/undefined) [@redsfan3](/creator/undefined) [@hyperaicapital](/creator/undefined) [@thelonginvest](/creator/undefined) [@reds_fan3](/creator/undefined) [@judguy](/creator/undefined) [@wealthmatica](/creator/undefined) [@qualityinvest5](/creator/undefined) [@paulcerro](/creator/undefined) [@wearycenturion](/creator/undefined) [@stevenfiorillo](/creator/undefined) [@himshouse](/creator/undefined) [@ldnnnewz](/creator/undefined) [@antigravity](/creator/undefined)

**Top assets mentioned**
[Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [NuCypher (NU)](/topic/$nu) [Fair Isaac, Corp. (FICO)](/topic/$fico) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/microsoft) [Adobe, Inc. (ADBE)](/topic/$adbe) [S&P Global Inc (SPGI)](/topic/$spgi) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@aleabitoreddit Palantir is in a league of its own trading clearly trades at a premium but deservedly Alex Karp said $PLTR Q1 25' There is no question that both cultures and companies including the one we have built must over a long period of time be judged by their fruits. Matt. 7:16"  
[X Link](https://x.com/thephiloinvest/status/2022861622520230374)  2026-02-15T02:32Z [---] followers, [---] engagements


"$PGY is an interesting multilayered company Business: B2B2C Tech used by credit lenders to approve consumer loans that got rejected the loan is then turned into an ABS (Pagaya retains 3-5%) and FFAs sold to investors GAAP Profitable P/S [----] PEG [----] Avg. PT $28.60"  
[X Link](https://x.com/thephiloinvest/status/2022976679883542536)  2026-02-15T10:10Z [---] followers, [----] engagements


"@Investinc_Intel The stock market is giving us interesting deals: $AMZN Cheap Mag [--] $FICO Monopoly at a discount"  
[X Link](https://x.com/thephiloinvest/status/2023172713699750036)  2026-02-15T23:08Z [---] followers, [--] engagements


"@matiskonikolaj $DCTH target (i.e. guidance) for [----] active centres is [--] This requires: [--] Months that add [--] New Centres each [--] Remaining Months that add [--] New Centre each They already delivered for January https://x.com/thebeingintime/status/2012395988741140632s=20 @jud_guy Great discovery on a new center $DCTH https://t.co/WwQgDkBJnT https://x.com/thebeingintime/status/2012395988741140632s=20 @jud_guy Great discovery on a new center $DCTH https://t.co/WwQgDkBJnT"  
[X Link](https://x.com/thephiloinvest/status/2012612411375714627)  2026-01-17T19:46Z [---] followers, [----] engagements


"@Reds_Fan3 @midascabal You made great points [--]. That's a good and realistic NTM for $DCTH utilization rate and revenue estimates [--]. A multiple increase due to anticipation could indeed be ahead of us and Chemosat growth can be a great unexpected gift Delcath is a very fascinating company"  
[X Link](https://x.com/thephiloinvest/status/2014160981740458274)  2026-01-22T02:19Z [---] followers, [---] engagements


"@AB1001_disciple Great $DCTH analysts: [--] / @AB1001_disciple Pharma Guy [--] / @mike98572986 Biotechs [--] / @jud_guy Delcath OG [--] / @ShortShitStocks Big Short [--] / @Reignots Antibaggie [--] / @killapabkai Value [--] / @peter_mantas Life Science [--] / @encodelp Newsletter https://x.com/i/lists/2012396283844022716s=20 https://x.com/i/lists/2012396283844022716s=20"  
[X Link](https://x.com/thephiloinvest/status/2014438942540501180)  2026-01-22T20:44Z [---] followers, [----] engagements


"@BradoCapital $AMD: Their compute is relevant in AI $HIMS: Stock is an opportunity cost $VIRT: Not as good of a market hedge"  
[X Link](https://x.com/thephiloinvest/status/2014447423725216141)  2026-01-22T21:17Z [---] followers, [---] engagements


"Delcath just added a new Active Site The MD Anderson in Houston Texas is $DCTH 28th REMS Certified Centre In January the company added [--] New Sites taking important steps to reach the [----] Active Centre Target of [--] // Thanks @medtechgur23109 for giving me the heads-up"  
[X Link](https://x.com/thephiloinvest/status/2017014335869005860)  2026-01-29T23:17Z [---] followers, [----] engagements


"@Reds_Fan3 @Medtechgur23109 Everyday things get more and more interesting regarding $DCTH"  
[X Link](https://x.com/thephiloinvest/status/2017750679662543206)  2026-02-01T00:03Z [---] followers, [---] engagements


"@InvestorDenis To the list of stocks with 100% Upside Potential I would just add Delcath (Average PT: $24.50) $DCTH is a medical device company that creates an innovative product that allows high doses of chemotherapy to be delivered to the liver without harming the patient Delcath Systems is my new position Why $DCTH in [----] Positive results of the EU Chopin Trial Hospital expansion from [--] to [--] 87% Gross Margins Why $DCTH in 2027-2032 Colorectal Cancer Trial Breast Cancer Trial Potential TAM increase to $1 Billion (15x) https://t.co/anKM1LNW0b Delcath Systems is my new position Why $DCTH"  
[X Link](https://x.com/thephiloinvest/status/2018324241104474237)  2026-02-02T14:02Z [---] followers, [----] engagements


"@InvestorDenis Just texted you some more information regarding the company. Here goes a list of great retail people talking about $DCTH https://x.com/i/lists/2012396283844022716 https://x.com/i/lists/2012396283844022716"  
[X Link](https://x.com/thephiloinvest/status/2018334642076586239)  2026-02-02T14:44Z [---] followers, [---] engagements


"@Reds_Fan3 @Ashton_1nvests Interesting What would the thesis breakers for you on $DCTH"  
[X Link](https://x.com/thephiloinvest/status/2018513798810702102)  2026-02-03T02:36Z [---] followers, [---] engagements


"@Reds_Fan3 Great take as always With the paper potentially coming out in Q2 or Q3 do you conjure a [----] active Chemosat center growth for this FY"  
[X Link](https://x.com/thephiloinvest/status/2018519319785746627)  2026-02-03T02:58Z [---] followers, [--] engagements


"@wealthmatica Quick Software Tier List: S-Tier Alphabet $GOOGL S-Tier Palantir $PLTR S-Tier Microsoft $MSFT S-Tier Fair Isaac $FICO A-Tier Pagaya $PGY C-Tier Adobe $ADBE"  
[X Link](https://x.com/thephiloinvest/status/2019514016067121279)  2026-02-05T20:50Z [---] followers, [---] engagements


"Stock Market First Aid: (A) If you dont have cash and are not leveraged step away and take a breather. Laughing helps lessen the pain (B) If you have cash continue deploying it in a phased manner Dont also forget to: (1) Take some time off (2) Cherish life"  
[X Link](https://x.com/thephiloinvest/status/2019556484573700561)  2026-02-05T23:39Z [---] followers, [---] engagements


"@jud_guy This is one of those cases where joy falls upon you as you realize the companies you're investing in are saving lives. Long $DCTH"  
[X Link](https://x.com/thephiloinvest/status/2019787959197655473)  2026-02-06T14:59Z [---] followers, [---] engagements


"@Sandeman52 $NBIS is very undervalued. AI is here to stay (sorry AI Bears) and enterprise adoption alongside with Nebius becoming the Physical AI & Robotics Cloud would be remarkable Nebius also has skin in the game with Avride and Clickhouse something often underlooked"  
[X Link](https://x.com/thephiloinvest/status/2019893216556785982)  2026-02-06T21:57Z [---] followers, [---] engagements


"@Ron_Trades What lead to your low conviction on $NBIS and $DCTH"  
[X Link](https://x.com/thephiloinvest/status/2019991555453378857)  2026-02-07T04:28Z [---] followers, [---] engagements


"@uboat159 Good expansion on $DCTH potential Canaccord Price Target and [--] execution looks good. The management the business and science behind it all really fascinates me. And owning a stock that one with time ends up accumulating knowledge with time is great Cannacord reiterates $21 PT on $DCTH raises [--] revs est. by 12% expecting Chopin publication imminently. I count [--] active centers today fwiw. https://t.co/t5g4WbWJXQ Cannacord reiterates $21 PT on $DCTH raises [--] revs est. by 12% expecting Chopin publication imminently. I count [--] active centers today fwiw. https://t.co/t5g4WbWJXQ"  
[X Link](https://x.com/thephiloinvest/status/2019996340760289485)  2026-02-07T04:47Z [---] followers, [---] engagements


"@QualityInvest5 The great quant @em013L already made his case https://x.com/em013L/status/2019263813242220960s=20 $PLTR Palantir is UNDERVALUED for the first time in a long time. Fair intrinsic value per share: $204. The most in-depth coverage of this company you will find is now published; go get your alpha: https://t.co/Uw2zDI1gSK https://x.com/em013L/status/2019263813242220960s=20 $PLTR Palantir is UNDERVALUED for the first time in a long time. Fair intrinsic value per share: $204. The most in-depth coverage of this company you will find is now published; go get your alpha:"  
[X Link](https://x.com/thephiloinvest/status/2020265159638544706)  2026-02-07T22:35Z [---] followers, [---] engagements


"@JPXiiilxxv @KrisPatel99 @elonmusk Yeah Larry Ellison and Musk have a solid relationship It's so interesting as Larry Ellison was also Steve Jobs' best friend https://grok.com/share/bGVnYWN5LWNvcHk_c86e43c9-3e8d-494b-a731-b29e83ec2475 https://grok.com/share/bGVnYWN5LWNvcHk_c86e43c9-3e8d-494b-a731-b29e83ec2475"  
[X Link](https://x.com/thephiloinvest/status/2020307856847958347)  2026-02-08T01:25Z [---] followers, [--] engagements


"@DefenseTrends Rheinmetall is a very interesting EU Defence company. Up there with the Israeli Elbit Systems @paulcerro I cant get enough of this chart from @VisualCap and defense contractors like: - Rheinmetall $RHM the largest EU Defence company that is essencial for EU defense revitalisation - Elbit Systems $ESLT Israel is the second largest defense spender as percentage of GDP https://t.co/u2D5eUv0nU @paulcerro I cant get enough of this chart from @VisualCap and defense contractors like: - Rheinmetall $RHM the largest EU Defence company that is essencial for EU defense revitalisation -"  
[X Link](https://x.com/thephiloinvest/status/2020623773817594045)  2026-02-08T22:20Z [---] followers, [----] engagements


"@MB_Hogan $NBIS taking us to the clouds ☁ 🤖"  
[X Link](https://x.com/thephiloinvest/status/2020633466455654902)  2026-02-08T22:58Z [---] followers, [--] engagements


"@Mr_Derivatives They should start selling cyanide for $HIMS bulls"  
[X Link](https://x.com/thephiloinvest/status/2020860070255276225)  2026-02-09T13:59Z [---] followers, [---] engagements


"@trevhesinvests Yeah what sort of investor has this type of loss stonks only go up Charlie Munger had a Wall Street Bets letter-post about that (humouring your satire)"  
[X Link](https://x.com/thephiloinvest/status/2021009166467543111)  2026-02-09T23:51Z [---] followers, [--] engagements


"@mvcinvesting Current $PGY prices make an undervalued company even more undervalued and in a better position per fundamentals Q4 was no thesis breaker it was a reiteration that one seldom can time the market (a re-rate in this case) and exec stewardship of capital"  
[X Link](https://x.com/thephiloinvest/status/2021035739257933938)  2026-02-10T01:37Z [---] followers, [---] engagements


"Delcaths largest institutional Investor bought more shares in the end of December The Canadian Biotech fund Rosalind Advisors Inc. increased its $DCTH to 19.76% (previously 11.28%) of the portfolio 13D Filing Increasing its ownership to 19.03% https://investors.delcath.com/node/18876/html https://investors.delcath.com/node/18876/html"  
[X Link](https://x.com/thephiloinvest/status/2021320361858502720)  2026-02-10T20:28Z [---] followers, [---] engagements


"@Investinc_Intel Current No Brainers in this Stock Market: [--] / $DCTH Oncology Medical Device Worry: Complexity of the Sector [--] / $PLTR AI Software Worry: Still Expensive Valuation [--] / $PGY AI ABS Fintech Worry: State of Consumer Credit [--] / $HOOD Broker Worry: Crypto Markets"  
[X Link](https://x.com/thephiloinvest/status/2021364702345851164)  2026-02-10T23:24Z [---] followers, [---] engagements


"@trevhesinvests Took some time to vibe code a Thesis Updater for $PGY factoring in the earnings and @NewYorkFed Debt & Credit Data The credit markets make me lean towards some caution but at these prices that's most probably priced in for Pagaya"  
[X Link](https://x.com/thephiloinvest/status/2021561712500166800)  2026-02-11T12:27Z [---] followers, [---] engagements


"@eliano Samurai swords and Palantir Skiing jackets as part of the academy uniform"  
[X Link](https://x.com/thephiloinvest/status/2021713595487199458)  2026-02-11T22:30Z [---] followers, [--] engagements


"@trevhesinvests @Bloomberg Trevor has a Bloomberg Terminal BULLISH"  
[X Link](https://x.com/thephiloinvest/status/2021761861096505572)  2026-02-12T01:42Z [---] followers, [---] engagements


"AI is killing SaaS you heard it and the market ran with it: 🔴 $DUOL -38.1% YTD 🔴 $CRM -27.1% YTD 🔴 $ADBE -22.8% YTD But AI wont kill: 🟢 Strong Data Moats 🟢 Those that avoid being commoditised IMO: $PLTR $CRM $MSFT $AMZN $GOOGL $NBIS $INTU"  
[X Link](https://x.com/thephiloinvest/status/2021763566341173507)  2026-02-12T01:49Z [---] followers, [---] engagements


"@FunOfInvesting Waiting to harvest you and @mvcinvesting do a deep dive video on $WIX 👀"  
[X Link](https://x.com/thephiloinvest/status/2021764075844214918)  2026-02-12T01:51Z [---] followers, [---] engagements


"@trevhesinvests @weary_centurion The company rightly picked a road different from growth at all cost and if one looks closely they have really good growth nonetheless to show Heres an unexpected detail from $PGY's earnings report yesterday: Its quarterly network volume grew just 3% YoY. Thats not impressive for a growth stock. However $PGY credit verticals Personal Loan Auto and Point-of-Sale showed double digital growth. They were offset by https://t.co/KCtpTLlYE0 Heres an unexpected detail from $PGY's earnings report yesterday: Its quarterly network volume grew just 3% YoY. Thats not"  
[X Link](https://x.com/thephiloinvest/status/2021764927422099871)  2026-02-12T01:54Z [---] followers, [---] engagements


"@testingcatalog .@GeminiApp please have it be as good as Claude and release features that top those made available by Anthropic"  
[X Link](https://x.com/thephiloinvest/status/2021793354317803557)  2026-02-12T03:47Z [---] followers, [---] engagements


"@optionscjp @anduriltech @PalmerLuckey Alex Karp and Palmer Luckey are treasures"  
[X Link](https://x.com/thephiloinvest/status/2021904026494021828)  2026-02-12T11:07Z [---] followers, [---] engagements


"@trevhesinvests At this point things have reached an irrational fear when it comes to $PGY Market Cap.: $996.9M Revenue 2025: $1.26B Growth YoY: 3% (34% if you exclude Single-Family Rentals) Pagaya presents an asymmetric bet on the state of consumer credit and investor ABS appetite"  
[X Link](https://x.com/thephiloinvest/status/2022072887688278131)  2026-02-12T22:18Z [---] followers, [---] engagements


"@QualityInvest5 Down times strengthen the conviction and put the thesis to test. Believers will buy the dip FOMO induced buyers will jump the ship and time will tell who will was right"  
[X Link](https://x.com/thephiloinvest/status/2022074868880339322)  2026-02-12T22:26Z [---] followers, [---] engagements


"@_JoseNajarro Did it make you be more bullish on $NBIS in comparison to $CRWV"  
[X Link](https://x.com/thephiloinvest/status/2022075215648633102)  2026-02-12T22:27Z [---] followers, [---] engagements


"@HedgeVision $SPGI is a good business to own in the long term this dip is an opportunity in the long run S&P Global isnt going anywhere anytime soon $SPGI UNFAIR AND DOMINANT BUSINESS Upside to fair intrinsic value: 37% Superinvestor favorite S&P Global had a strong Q3 and margin expansion across all segments. Secular tailwinds and new initiatives drive intrinsic value higher. Full research report: https://t.co/XfoavP3oWK $SPGI UNFAIR AND DOMINANT BUSINESS Upside to fair intrinsic value: 37% Superinvestor favorite S&P Global had a strong Q3 and margin expansion across all segments. Secular"  
[X Link](https://x.com/thephiloinvest/status/2022076454406959299)  2026-02-12T22:32Z [---] followers, [----] engagements


"@hamptonism Okay @IBKR its yours time to make a move"  
[X Link](https://x.com/thephiloinvest/status/2022078573784486264)  2026-02-12T22:41Z [---] followers, [--] engagements


"@BradoCapital @fiscal_ai This would make me seriously consider switching to relying mainly on Fiscal AI a step closer to a Bloomberg Terminam for the Retail Investor (acquihire @GodelTerminal 👀)"  
[X Link](https://x.com/thephiloinvest/status/2022079670720802894)  2026-02-12T22:45Z [---] followers, [--] engagements


"@RJCcapital [--] / Palantir $PLTR High Growth AI [--] / Nebius $NBIS High Growth AI Cloud [--] / Pagaya $PGY Consumer Credit ABS"  
[X Link](https://x.com/thephiloinvest/status/2022098194835140979)  2026-02-12T23:59Z [---] followers, [----] engagements


"@EscobarCapital @RJCcapital In a market fearing AI commoditisation a company that enables AI in enterprise and government deserves attention They *guided* for 61% Y/Y revenue growth and are now trading lower than on Q3 numbers Plus @em013L Fair Value $204.45 Expensive/Popular but it's a Sistine Chapel"  
[X Link](https://x.com/thephiloinvest/status/2022108492547731789)  2026-02-13T00:40Z [---] followers, [--] engagements


"@RealMattMoney Add to Wen Lambo the question Wen Ray Bans Ad"  
[X Link](https://x.com/thephiloinvest/status/2022428141537591484)  2026-02-13T21:50Z [---] followers, [--] engagements


"@recouso While I do find all this worrisome the argument you make is a slippery slope fallacy You present a logical induction that because X took place Y will follow suit and so on. In order to better fight this hydra we ought to do it without also making the appeal to emotions error"  
[X Link](https://x.com/thephiloinvest/status/2022469131547873759)  2026-02-14T00:33Z [---] followers, [--] engagements


"@FunOfInvesting @SpaceX Ad Astra Uncle Willy https://x.com/thephiloinvest/status/2014889246239150308s=20 @stevenfiorillo The Unfiltered Stock Market Trio By: @stevenfiorillo @Kross_Roads & @FunOfInvesting https://t.co/OFO64eRloS https://x.com/thephiloinvest/status/2014889246239150308s=20 @stevenfiorillo The Unfiltered Stock Market Trio By: @stevenfiorillo @Kross_Roads & @FunOfInvesting https://t.co/OFO64eRloS"  
[X Link](https://x.com/thephiloinvest/status/2022533711908978767)  2026-02-14T04:49Z [---] followers, [----] engagements


"@DudeWhoInvests Claude Code make no mistakes. https://x.com/PeterMeijer/status/2022475019780260080s=20 Ok Claude tell me how to capture the President of Venezuela without any of our guys dying. Make no mistakes. https://t.co/SYtibYUucU https://x.com/PeterMeijer/status/2022475019780260080s=20 Ok Claude tell me how to capture the President of Venezuela without any of our guys dying. Make no mistakes. https://t.co/SYtibYUucU"  
[X Link](https://x.com/thephiloinvest/status/2022870888991908312)  2026-02-15T03:09Z [---] followers, [---] engagements


"@DanInvestings One of the things that I really loved about the $NBIS earnings report and call was how it reiterated that Nebius as an AI Specialised Cloud company has execution and fundamentals that place it in an S Tier"  
[X Link](https://x.com/thephiloinvest/status/2022874695553433994)  2026-02-15T03:24Z [---] followers, [---] engagements


"@amitisinvesting @Mindset4Money_X The Big Grift"  
[X Link](https://x.com/thephiloinvest/status/2022877070381203464)  2026-02-15T03:34Z [---] followers, [---] engagements


"@kcna12 When it comes to $PGY you still maintain your $40 price target"  
[X Link](https://x.com/thephiloinvest/status/2023347387159462388)  2026-02-16T10:43Z [---] followers, [---] engagements


"@HyperAICapital $PGY sentiment is down stock nears 52W lows & -44.2% YTD but Good Fundamentals: FRLPC Margin 4.9% Revenue 2025: $1.26B Mkt Cap $997M YoY +3% +34% exc. Sing. Fam. Rentals [--] Momentum: 26North Revolving ABS Sound Point POS FFA Closing of 1st [--] ABS $800M"  
[X Link](https://x.com/thephiloinvest/status/2023357213142814819)  2026-02-16T11:22Z [---] followers, [---] engagements


"@paulcerro @himshouse Not comparing just wanted to know where you're bullish on for [----] (and it looks like $WW is more of a long term play)"  
[X Link](https://x.com/thephiloinvest/status/2014888716481769832)  2026-01-24T02:31Z [---] followers, [---] engagements


"@InvestorDenis Calling a bottom is hard. The $PGY thesis remains solid Market does what market does this is going trading at PayPal and Bankruptcy prices Is there a world where the Pagaya thesis has deteriorated and buying now is bottom fishing dead fish I would say no but time will tell"  
[X Link](https://x.com/thephiloinvest/status/2022105187960381709)  2026-02-13T00:27Z [---] followers, [---] engagements


"@retail_mourinho Hopefully I live in Portugal and dont have to deal with that crap. Im defending my assets $NBIS - $PLTR - $PGY - $DCTH to death no one if talking them away from me"  
[X Link](https://x.com/thephiloinvest/status/2022471971133374766)  2026-02-14T00:44Z [---] followers, [---] engagements


"@trevhesinvests @growthrapidly This is a beautiful vote of confidence of Pagaya $PGY is very volatile (ranging from [----] to nearly 6) but as one puts the volatility aside the current price-valuation is completely detached from their fundamentals risk reduction and macro conjectures"  
[X Link](https://x.com/thephiloinvest/status/2022827420965863476)  2026-02-15T00:16Z [---] followers, [---] engagements


"@InvestorDenis This is a reminder that one needs to have his own thesis Wall Street is still overwhelmed by sheep and sheep get slaughtered How are $PGY fundamentals New Deals FRLPC Margin 4.9% Worst Case Scenario [--] Guidance Good risk management no growth at all costs $PGY is an interesting multilayered company Business: B2B2C Tech used by credit lenders to approve consumer loans that got rejected the loan is then turned into an ABS (Pagaya retains 3-5%) and FFAs sold to investors GAAP Profitable P/S [----] PEG [----] Avg. PT $28.60 https://t.co/EIEn2QLdce $PGY is an interesting multilayered"  
[X Link](https://x.com/thephiloinvest/status/2023007003514458563)  2026-02-15T12:10Z [---] followers, [---] engagements


"@PLTRs_Palantir @michaeljburry @Kross_Roads I think time has come for FinX to collectively block Michael Burry"  
[X Link](https://x.com/thephiloinvest/status/2023076600909369675)  2026-02-15T16:47Z [---] followers, [--] engagements


"@TacticzH This video from @em013L is a great watch when it comes to $SPGI His last substack article provides a great analysis on S&P Global with a Fair Intrinsic Value of $720.80 (Dec. [--] 2025) https://youtu.be/6hBa4xsIovg https://youtu.be/6hBa4xsIovg"  
[X Link](https://x.com/thephiloinvest/status/2023088124608614758)  2026-02-15T17:32Z [---] followers, [--] engagements


"@FunOfInvesting @ldnnnewz Really great and interesting. Developing it on @antigravity IDE with an integration of @NotebookLM could help things even more looking forward to watch your new videos Google really changed the game. Antigravity is just insane. But most people don't know how to use it In these [--] mins you'll learn everything you need to know about Antigravity https://t.co/cFRulQgrxI Google really changed the game. Antigravity is just insane. But most people don't know how to use it In these [--] mins you'll learn everything you need to know about Antigravity https://t.co/cFRulQgrxI"  
[X Link](https://x.com/thephiloinvest/status/2023089795556335689)  2026-02-15T17:39Z [---] followers, [---] engagements


"@BoringBiz_ And some people are still bearish AI"  
[X Link](https://x.com/thephiloinvest/status/2023187343176528251)  2026-02-16T00:07Z [---] followers, [---] engagements


"@MAXXXXXlNE Watching Industry is part of my Monday routine. Watch the new episode (just like I did for Billions and Succession) on a Monday morning to start off the week 😎"  
[X Link](https://x.com/thephiloinvest/status/2022867544814604794)  2026-02-15T02:56Z [---] followers, [----] engagements


"@MikePLTR @michaeljburry Burry short-sighted on Palantirs core Tryna bury the score with his Big Short lore (More rap bars with @Davis_C15)"  
[X Link](https://x.com/thephiloinvest/status/2023093055524323439)  2026-02-15T17:52Z [---] followers, [---] engagements


"@FunOfInvesting @ldnnnewz @antigravity @NotebookLM @Kross_Roads Valid concern Instead of folders you could have the saved URLs added to a Google Sheet spreadsheet serving as the database source of truth with the AI model scoring each row for relevance automatically. With it all then being displayed in another page as a preview. Just an idea"  
[X Link](https://x.com/thephiloinvest/status/2023111947282211312)  2026-02-15T19:07Z [---] followers, [--] engagements


"@HyperAICapital Things don't look good for $HIMS in this AI-Energy-Software-FinTech era they are a daunting opportunity cost"  
[X Link](https://x.com/thephiloinvest/status/2023196114900619315)  2026-02-16T00:41Z [---] followers, [---] engagements


"@RealMattMoney Being a $PLTR bear without trying to understand the underlying business is ridiculous Every member of the Palantir community knows that the company is trading very expensively and we admit that a pullback might be healthy But we nonetheless understand the underlying potential"  
[X Link](https://x.com/anyuser/status/1871537668343087280)  2024-12-24T12:45Z [---] followers, [----] engagements


"@ZeevyInvesting $NU is the next J.P. Morgan of Latin America They are serving a user base that has been taken advantage of by the traditional banks And the customers that use their service are so happy that they dont think of switching This is a Fintech giant in the making"  
[X Link](https://x.com/anyuser/status/1873319484028837906)  2024-12-29T10:45Z [---] followers, [----] engagements


"@TheLongInvest $PLTR isnt for the paper hand fellows"  
[X Link](https://x.com/anyuser/status/1876317188468113780)  2025-01-06T17:17Z [---] followers, [----] engagements


"@Kross_Roads I need to own $SOFI alongside $GRAB so bad"  
[X Link](https://x.com/anyuser/status/1879895369322287172)  2025-01-16T14:15Z [---] followers, [----] engagements


"Things are tough for $OSCR Year-to-date $NVDA is up 24.6% while $OSCR is down 0.96% (healthcare sector $IYH is down 5.1%) Will Oscar Health outperform Nvidia in the future I wouldnt bet against Jensens $NVDA or Bertolinis $OSCR @BourbonInsider I literally closed my $NVDA position and poured more money into $OSCR making it my second largest position The more I learned about the underlying business the more I wanted to own Hope it pays off well despite $NVDA being the outperforming as of late @BourbonInsider I literally closed my $NVDA position and poured more money into $OSCR making it my"  
[X Link](https://x.com/anyuser/status/1947092778975994329)  2025-07-21T00:34Z [---] followers, [----] engagements


"@TheRonnieVShow I might buy some more $OSCR before the earnings"  
[X Link](https://x.com/anyuser/status/1950175747445862594)  2025-07-29T12:45Z [---] followers, [----] engagements


"@CarsonTalkMoney @wealthmatica @mvcinvesting @InvestorDenis @EndicottInvests Reasons to be Bullish on $PGY: [--] / Expansion to more credit funding for ABS [--] / [--] North partnership that launches a revolving personal loan ABS [--] / Fee Revenue Less Production Costs Margin growth from 4% to 5% (Q3) [--] / Record network volume of $2.8B (Q3)"  
[X Link](https://x.com/anyuser/status/2015792915985883339)  2026-01-26T14:24Z [---] followers, [----] engagements


"Pagaya $PGY has been getting some attention As one looks at the stock some questions emerge: [--] / What is it and do they do [--] / How is it positioned in the sector [--] / What is the state of its finances This is a quick initial overview of Pagaya Technologies: @CarsonTalkMoney @wealthmatica @mvcinvesting @InvestorDenis @EndicottInvests Reasons to be Bullish on $PGY: [--] / Expansion to more credit funding for ABS [--] / [--] North partnership that launches a revolving personal loan ABS [--] / Fee Revenue Less Production Costs Margin growth from 4% to 5% (Q3) [--] / Record network volume of $2.8B (Q3)"  
[X Link](https://x.com/anyuser/status/2015826235754951141)  2026-01-26T16:36Z [---] followers, [----] engagements


"@FunOfInvesting @ldnnnewz @antigravity @NotebookLM @Kross_Roads Some maybe helpful features: Having Claude code or Google IDE run your browser to do all the sorting/adding of articles/posts/videos urls in the background Model based on your thesis/videos that then signal the relevance of specific news to your thesis could be helpful"  
[X Link](https://x.com/thephiloinvest/status/2023097930895470843)  2026-02-15T18:11Z [---] followers, [--] engagements


"@BrettKrieger12 @bennybigbull The beauty of Palantir is that its a one of one and some of us were able to invest in it $PLTR is the nuclear fusion of astonishing founders remarkable team & culture right place-right time Its the closest to Mona Lisa and Da Vinci are rarities"  
[X Link](https://x.com/thephiloinvest/status/2023166594680070450)  2026-02-15T22:44Z [---] followers, [--] engagements


"@HyperAICapital $NBIS Q4 FY25 and Forward Guidance was astonishing it was a matter of time to see price target raises"  
[X Link](https://x.com/thephiloinvest/status/2023212959930163350)  2026-02-16T01:48Z [---] followers, [---] engagements


"@EndicottInvests Honeymoon overlooking the Nebius Data Center in Finland 💘"  
[X Link](https://x.com/thephiloinvest/status/2023222130117083461)  2026-02-16T02:25Z [---] followers, [---] engagements


"@DrBankrupt @InvestorDenis Seeing things through a critical lense is essential but it doesnt shatter $PGY thesis. As of now they announced: January 26North Revolving ABS January Sound Point POS FFA February Closing of 1st [--] ABS $800M As I see it this doesnt point to a slowdown"  
[X Link](https://x.com/thephiloinvest/status/2023350291848990817)  2026-02-16T10:54Z [---] followers, [---] engagements


"@retail_mourinho Some countries in Europe are worryingly moving in a bad direction and as someone born in Africa that loves and has inked in his soul the Western ideals it pains me to see In your opinion do you see any European country defying this negative trend forging a right path"  
[X Link](https://x.com/thephiloinvest/status/2023436106956685631)  2026-02-16T16:35Z [---] followers, [--] engagements


"Owning $PLTR is the best decision Ive made in my adolescence I started with $100 in June as a [--] year old student My portfolio grew and so did my position in Palantir This is the beginning and I love the community: @amitisinvesting @stevenfiorillo @em013L @arny_trezzi 🙌"  
[X Link](https://x.com/anyuser/status/1886879917205545445)  2025-02-04T20:50Z [---] followers, [----] engagements


"$UBER Eats Ad was great they hit the jackpot with the plot and obviously Matthew McConaughey The love for a good funny and inocente American Conspiracy around food and football is original This is an Ad I dont mind rewatching"  
[X Link](https://x.com/anyuser/status/1888786192981717139)  2025-02-10T03:04Z [---] followers, [---] engagements


"Hims and Hers ( $HIMS ) Ad gave me Apple [----] Super Bowl Commercial vibes The parallels are immense they both promote a fight against Big Brother Big Pharma in the case of HIMS And the sentiment regarding health obesity and Big Pharma is at its peak"  
[X Link](https://x.com/anyuser/status/1888792725815779794)  2025-02-10T03:30Z [---] followers, [----] engagements


"@oguzerkan Forward looking companies that deserve your attention: $TSLA Autonomy and Robotics $RKLB Medium Sized Rockets $GRAB The Uber of South East Asia $HOOD FinTech Broker Juggernaut $NU FinTech Latin America Bank $HIMS Telemedicine behemoth"  
[X Link](https://x.com/anyuser/status/1890380936748863624)  2025-02-14T12:41Z [---] followers, [----] engagements


"@InvestInAssets Germany - Rheinmetall $RHM - SAP $SAP Spain - Inditex $ITX - Iberdrola $IBE Netherlands - ASML $ASML - Adyen $ADYEN"  
[X Link](https://x.com/anyuser/status/1894757411090534897)  2025-02-26T14:32Z [---] followers, [---] engagements


"@arny_trezzi @PalantirBullets Investing in $PLTR is synonymous with investing in Defense [---]. They have better margins and have proved to be more indispensable than other defense contractors While people now are too high on European Defense Companies Palantir will be the best bet in the defense sector"  
[X Link](https://x.com/anyuser/status/1897990319049724368)  2025-03-07T12:38Z [---] followers, [----] engagements


"My Brief Palantir Thesis @arny_trezzi @PalantirBullets Investing in $PLTR is synonymous with investing in Defense [---]. They have better margins and have proved to be more indispensable than other defense contractors While people now are too high on European Defense Companies Palantir will be the best bet in the defense sector @arny_trezzi @PalantirBullets Investing in $PLTR is synonymous with investing in Defense [---]. They have better margins and have proved to be more indispensable than other defense contractors While people now are too high on European Defense Companies Palantir will be the"  
[X Link](https://x.com/anyuser/status/1898003004189528065)  2025-03-07T13:29Z [---] followers, [----] engagements


"Palantir doesnt think in Win-Lose $PLTR thinks in Domination and theyre bound to take the whole market Youre going to get the system to work much better at a lower cost. - Alex Karp Palantir & R1 are partnering to rapidly scale intelligent automation so providers can focus on patients. Watch Dr. Karp & R1 CEO Joe Flanagan on Bloomberg: https://t.co/avOXLcVWo3 Youre going to get the system to work much better at a lower cost. - Alex Karp Palantir & R1 are partnering to rapidly scale intelligent automation so providers can focus on patients. Watch Dr. Karp & R1 CEO Joe Flanagan on Bloomberg:"  
[X Link](https://x.com/anyuser/status/1901693923174535372)  2025-03-17T17:55Z [---] followers, [----] engagements


"@riyadosofian This two companies are my only holdings $HIMS is a online pharmacy and $PLTR is a Software Operation System for decision making The latter is trading expensively but deserves a premium (not at this levels perhaps). And $HIMS is clearly undervalued but deserves no premium"  
[X Link](https://x.com/anyuser/status/1912462843514847421)  2025-04-16T11:07Z [---] followers, [----] engagements


"A question to the BoA Analysts 👀 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $22 PRICE TARGET MAINTAINS UNDERPERFORM RATING 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $22 PRICE TARGET MAINTAINS UNDERPERFORM RATING"  
[X Link](https://x.com/anyuser/status/1912496702684123403)  2025-04-16T13:22Z [---] followers, [---] engagements


"Before comparing $PLTR with other companies people need to understand: One of the few companies that comes close to Palantir is Microsoft in their Windows/Office era Hims and Hers Snowflake SAP Salesforce deserve credit but theyre small next to the potential of $PLTR @riyadosofian This two companies are my only holdings $HIMS is a online pharmacy and $PLTR is a Software Operation System for decision making The latter is trading expensively but deserves a premium (not at this levels perhaps). And $HIMS is clearly undervalued but deserves no premium @riyadosofian This two companies are my only"  
[X Link](https://x.com/anyuser/status/1912536778763915625)  2025-04-16T16:01Z [---] followers, [----] engagements


"The Future of Defence in the 21st Century Rhymes with Palantir https://x.com/i/grok/share/bm5lWCkLHxSFdqNkGoog9wxjZ https://x.com/i/grok/share/bm5lWCkLHxSFdqNkGoog9wxjZ"  
[X Link](https://x.com/anyuser/status/1922356394772029446)  2025-05-13T18:20Z [---] followers, [----] engagements


"@himshouse The $HIMS shorts biblically believe that a company growing its revenue thats profitable keeps on innovating and so happens to sell GLP-1s is one of the best short ideas 🫠"  
[X Link](https://x.com/anyuser/status/1927446874933354574)  2025-05-27T19:28Z [---] followers, [----] engagements


"@meeijer This would be the growth portfolio I would start today with some changes: $HIMS Telehealth $OSCR Health Insurance $NBIS AI Neocloud $PLTR Enterprise AI (buy if it dips) $NVDA Computing for AI $HOOD Internet Brokerage $GOOGL The undervalued Mag 7"  
[X Link](https://x.com/anyuser/status/1927867215153426739)  2025-05-28T23:18Z [---] followers, [----] engagements


"@TheLongInvest $OSCR is my new daily obsession cant wait for the upwards move"  
[X Link](https://x.com/anyuser/status/1928088176658182417)  2025-05-29T13:56Z [---] followers, [----] engagements


"@em013L Its a Palantir dominated world and other software companies are just hanging on for their lives. $PLTR is the tech revolution of the 21st Century"  
[X Link](https://x.com/anyuser/status/1928130455515062763)  2025-05-29T16:44Z [---] followers, [----] engagements


"Palantir is Powerful as Fuck 🔥 @em013L Its a Palantir dominated world and other software companies are just hanging on for their lives. $PLTR is the tech revolution of the 21st Century @em013L Its a Palantir dominated world and other software companies are just hanging on for their lives. $PLTR is the tech revolution of the 21st Century"  
[X Link](https://x.com/anyuser/status/1928208412321390855)  2025-05-29T21:54Z [---] followers, [---] engagements


"I eat breathe and sleep $OSCR @TheLongInvest $OSCR is my new daily obsession cant wait for the upwards move @TheLongInvest $OSCR is my new daily obsession cant wait for the upwards move"  
[X Link](https://x.com/anyuser/status/1928220327181517067)  2025-05-29T22:42Z [---] followers, [---] engagements


"@StockTrader_Max June will be fun may $OSCR Thrive"  
[X Link](https://x.com/anyuser/status/1928544201567842386)  2025-05-30T20:09Z [---] followers, [----] engagements


"@bjmtweets The potential for a short squeeze might make $LMND just a bit more interesting than $OSCR in the short term"  
[X Link](https://x.com/anyuser/status/1929322264794628291)  2025-06-01T23:40Z [---] followers, [---] engagements


"@Tech_Investor20 Its really great to see you first in the $HIMS train and now the $OSCR train. Both remarkable companies that are bound to thrive and benefit the healthcare sector"  
[X Link](https://x.com/anyuser/status/1934544880220385568)  2025-06-16T09:33Z [---] followers, [----] engagements


"@FrameworkWisely $OSCR self-awareness and desire to make a change in healthcare is refreshing Fundamentals: [----] P/S [----] P/B [--] Billion Revenue [----] Billion Market Cap [---] Million in Debt Net Loss Ratios 81% Premium Growth 43.1% in Q1 Investment Income Growth 7.3% in Q1"  
[X Link](https://x.com/anyuser/status/1934549020111741189)  2025-06-16T09:50Z [---] followers, [----] engagements


"A giant is in the making with $OSCR @FrameworkWisely $OSCR self-awareness and desire to make a change in healthcare is refreshing Fundamentals: [----] P/S [----] P/B [--] Billion Revenue [----] Billion Market Cap [---] Million in Debt Net Loss Ratios 81% Premium Growth 43.1% in Q1 Investment Income Growth 7.3% in Q1 @FrameworkWisely $OSCR self-awareness and desire to make a change in healthcare is refreshing Fundamentals: [----] P/S [----] P/B [--] Billion Revenue [----] Billion Market Cap [---] Million in Debt Net Loss Ratios 81% Premium Growth 43.1% in Q1 Investment Income Growth 7.3% in Q1"  
[X Link](https://x.com/anyuser/status/1934551223283118576)  2025-06-16T09:58Z [---] followers, [----] engagements


"One of the greatest SeekingAlpha writers out there just wrote a piece of analysis on $OSCR. Its a must read: Oscar Health Could Be The Next Growth Monster With Tremendous Upside $OSCR https://t.co/OppcN73Pro Oscar Health Could Be The Next Growth Monster With Tremendous Upside $OSCR https://t.co/OppcN73Pro"  
[X Link](https://x.com/anyuser/status/1934594211375903213)  2025-06-16T12:49Z [---] followers, [----] engagements


"Companies are revolutionizing healthcare: $HIMS disrupts with personalized health products $PLTR improves UK National Health Services $OSCR may disrupt health insurance Here's what could make Oscar Health a 5X:"  
[X Link](https://x.com/anyuser/status/1934645293057765597)  2025-06-16T16:12Z [---] followers, [----] engagements


"A Good Starter to learn about the new retail darling in the making: $OSCR I just bought $100k worth of $OSCR This could be bigger than $PLTR $HIMS $HOOD Find out WHY 👇 Thanks for putting this one on my radar @BullTradeFinder here's that DD I promised you both. Not financial advice https://t.co/UgwILmAshA I just bought $100k worth of $OSCR This could be bigger than $PLTR $HIMS $HOOD Find out WHY 👇 Thanks for putting this one on my radar @BullTradeFinder here's that DD I promised you both. Not financial advice https://t.co/UgwILmAshA"  
[X Link](https://x.com/anyuser/status/1935109919478530498)  2025-06-17T22:58Z [---] followers, [----] engagements


"And there she goes 🚀 $OSCR"  
[X Link](https://x.com/anyuser/status/1935364314673578167)  2025-06-18T15:49Z [---] followers, [----] engagements


"One more Big whale FinTwit admirer of $OSCR the more I read about $OSCR - the more I start to like it: - 56% YoY total revenue growth - USD 1B FCF which is 25% of their entire market cap - USD 1B+ cash - massive EPS bump & FWD/PE of [--] - chart similar to $HIMS & $PLTR in early days - massive cult/retail following the more I read about $OSCR - the more I start to like it: - 56% YoY total revenue growth - USD 1B FCF which is 25% of their entire market cap - USD 1B+ cash - massive EPS bump & FWD/PE of [--] - chart similar to $HIMS & $PLTR in early days - massive cult/retail following"  
[X Link](https://x.com/anyuser/status/1935376016551129342)  2025-06-18T16:36Z [---] followers, [----] engagements


"@longoption Taken that my position (by size) are: [--]. $HIMS (Healthcare) [--]. $OSCR (Insurance) [--]. $PLTR (Software) I might have a look at: [--]. Asset Management Companies: $APO $BN [--]. Growth Companies that I'm waiting to pullback: $NBIS and $HOOD"  
[X Link](https://x.com/anyuser/status/1935377419776766031)  2025-06-18T16:41Z [---] followers, [----] engagements


"Enjoy fellow $OSCR Bulls Merry Christmas everyone $OSCR is up +16% overnight $20 https://t.co/K21fbGahXV Merry Christmas everyone $OSCR is up +16% overnight $20 https://t.co/K21fbGahXV"  
[X Link](https://x.com/anyuser/status/1935857103899705603)  2025-06-20T00:27Z [---] followers, [---] engagements


"To the $OSCR 🩳"  
[X Link](https://x.com/anyuser/status/1936065654416937282)  2025-06-20T14:16Z [---] followers, [---] engagements


"One of the best equity research analysts has given his [--] Cents on $OSCR His opinion should always be taken in consideration him being bullish is perfect $OSCR THIS IS CRAZY. Who can explain to me why the market is disrespecting Oscar Health so much Even assuming _0%_ growth and _HEAVY_ dilution it's almost 100% upside just to fair intrinsic value. Assuming 15% CAGR for the forecasting period it is undervalued by 360%. WHAT https://t.co/UeHuR5dEyM $OSCR THIS IS CRAZY. Who can explain to me why the market is disrespecting Oscar Health so much Even assuming _0%_ growth and _HEAVY_ dilution it's"  
[X Link](https://x.com/anyuser/status/1936542691661152586)  2025-06-21T21:52Z [---] followers, [----] engagements


"First they call you crazy saying its all speculative retail interest Then theyll join the train for the gains $OSCR  (OSCR): Barclays initiates  $ Analyst sees   and  vs. consensus optimism despite June rally on speculative https://t.co/bEtTVwHY4W $OSCR  (OSCR): Barclays initiates  $ Analyst sees   and  vs. consensus optimism despite June rally on speculative https://t.co/bEtTVwHY4W"  
[X Link](https://x.com/anyuser/status/1940372099232845937)  2025-07-02T11:28Z [---] followers, [----] engagements


"Reminder to my fellow $OSCR bulls The intelligent investor should recognize that market panics can create great prices for good companies. Benjamin Graham https://t.co/IaAJOWwxTy The intelligent investor should recognize that market panics can create great prices for good companies. Benjamin Graham https://t.co/IaAJOWwxTy"  
[X Link](https://x.com/anyuser/status/1940372779561623942)  2025-07-02T11:31Z [---] followers, [----] engagements


"In the midst of all the $OSCR chaos one of the best Equity Research Analyst @em013L did a reverse DCF on Oscar Health Spoiler Alert 🚨: The Company is deeply undervalued and the risks might be overblown"  
[X Link](https://x.com/anyuser/status/1940489707760320627)  2025-07-02T19:16Z [---] followers, [----] engagements


"@MadsPosting Euromaxxing Summer Vibes"  
[X Link](https://x.com/anyuser/status/1940496590227361901)  2025-07-02T19:43Z [---] followers, [----] engagements


"@Tech_Investor20 $HIMS and $OSCR should come out with a partnership. That would be the cherry on top"  
[X Link](https://x.com/anyuser/status/1940741198869848357)  2025-07-03T11:55Z [---] followers, [----] engagements


"@moat_heyoka Two quick things: $OSCR CFO said theyll reach targets without ACA subsidie. So the worst case scenario is pretty much baked in ICHRA is where things are heading to with $OSCR as ACA either withers away or continues to exist"  
[X Link](https://x.com/anyuser/status/1940812454440952159)  2025-07-03T16:38Z [---] followers, [---] engagements


"As the market mistreats $OSCR it's normal to question one's conviction. The stock was $13.55 on January 2nd up 21% YTD and 58% at its June [--] peak. Catalysts have impacted the stock's momentum with $OSCR falling 24% this week. Is it time to sell"  
[X Link](https://x.com/anyuser/status/1940833250529907102)  2025-07-03T18:01Z [---] followers, [----] engagements


"@CreativeCap89 The approval of ICHRA is something that many perhaps are overlooking. This is where things will be leaning for $OSCR The company isnt some normal health insurance company like $CNC or $MOH. Oscar Health is in the intersection of insurance healthcare and technology"  
[X Link](https://x.com/anyuser/status/1943422874741805410)  2025-07-10T21:31Z [---] followers, [----] engagements


"As the $OSCR FOMO holders dump the stock and the ACA/BBB risks are overblown one thing is certain: @CreativeCap89 The approval of ICHRA is something that many perhaps are overlooking. This is where things will be leaning for $OSCR The company isnt some normal health insurance company like $CNC or $MOH. Oscar Health is in the intersection of insurance healthcare and technology @CreativeCap89 The approval of ICHRA is something that many perhaps are overlooking. This is where things will be leaning for $OSCR The company isnt some normal health insurance company like $CNC or $MOH. Oscar Health is"  
[X Link](https://x.com/anyuser/status/1943447697706668082)  2025-07-10T23:10Z [---] followers, [----] engagements


"Buying the $OSCR dip while $SPY & $QQQ are making All Time Highs"  
[X Link](https://x.com/anyuser/status/1945934090231787801)  2025-07-17T19:50Z [---] followers, 31.8K engagements


"$OSCR is this the dippy dip"  
[X Link](https://x.com/anyuser/status/1946263818323075249)  2025-07-18T17:40Z [---] followers, 81.5K engagements


"This week as a $OSCR shareholder"  
[X Link](https://x.com/anyuser/status/1946313631462744384)  2025-07-18T20:58Z [---] followers, [----] engagements


"@BourbonInsider I literally closed my $NVDA position and poured more money into $OSCR making it my second largest position The more I learned about the underlying business the more I wanted to own Hope it pays off well despite $NVDA being the outperforming as of late"  
[X Link](https://x.com/anyuser/status/1947068674285736273)  2025-07-20T22:58Z [---] followers, [----] engagements


"Glance at $OSCR by @em013L Case 1: - [----] Guidance - 0% Rev. Gr. - 5% FCF Marg. Fair V.: $21.32 (+39%) Case 2: - 15% Rev. Gr. - 5% FCF Marg. FV: $50.65 (+231%) Case 3: - 10% Rev. Gr. - 5% FCF Marg. FV: $37.01 (+142.3%) Case 4: - 10% Rev. Gr. - 2% FCF Marg. FV: $19.04 (+24.6%) IS YOUR FAVORITE COMPANY UNDERVALUED [--] Hour LIVE https://t.co/XPE1j3PbCI IS YOUR FAVORITE COMPANY UNDERVALUED [--] Hour LIVE https://t.co/XPE1j3PbCI"  
[X Link](https://x.com/anyuser/status/1948097696474050611)  2025-07-23T19:07Z [---] followers, [----] engagements


"@ruth_capital This is a tale as long as time: Instead of being the gambler be the casino and money will follow"  
[X Link](https://x.com/anyuser/status/1948363361529336250)  2025-07-24T12:43Z [---] followers, [----] engagements


"@weary_centurion The Market was already taught what Mr. Alex Karp does to short sellers now it's time for Mr. Mark Bertolini to do the same"  
[X Link](https://x.com/anyuser/status/1948741061477560687)  2025-07-25T13:44Z [---] followers, [----] engagements


"$OSCR Short sellers beware @weary_centurion The Market was already taught what Mr. Alex Karp does to short sellers now it's time for Mr. Mark Bertolini to do the same https://t.co/eAvs1ddmZD @weary_centurion The Market was already taught what Mr. Alex Karp does to short sellers now it's time for Mr. Mark Bertolini to do the same https://t.co/eAvs1ddmZD"  
[X Link](https://x.com/anyuser/status/1948751269893435655)  2025-07-25T14:24Z [---] followers, [----] engagements


"@TheRonnieVShow This feels like the most easy to predict situation that's giving us a price discount on $OSCR"  
[X Link](https://x.com/anyuser/status/1949925352215925027)  2025-07-28T20:10Z [---] followers, [----] engagements


"@TheRonnieVShow No worries goat $OSCR might just deliver the performance thatll shake things up"  
[X Link](https://x.com/anyuser/status/1950247746679472637)  2025-07-29T17:31Z [---] followers, [----] engagements


"The Fall and Redemption of Oscar Health $OSCR went from a 94% stock crash to profitability in [----] & 2M+ members How is this tech-driven insurer is disrupting healthcare Whats the outlook for the upcoming years Using @NotebookLM new Video Overview this is a Quick intro to the word of Oscar Health"  
[X Link](https://x.com/anyuser/status/1950329171043111399)  2025-07-29T22:54Z [---] followers, [----] engagements


"@TheLongInvest We $OSCR investors have been so beaten down that I now have doubts if this will make the stock rise 🤕😂"  
[X Link](https://x.com/anyuser/status/1950679279882125583)  2025-07-30T22:05Z [---] followers, [----] engagements


"$OSCR News: The Senate Democrats introduced a legislation to repeal the BBB healthcare cuts and permanently extend the ACA premium tax credits. If passed this is huge for $OSCR. This is where politics comes and we have to wait"  
[X Link](https://x.com/anyuser/status/1950687353682505827)  2025-07-30T22:38Z [---] followers, 43K engagements


"Pagaya $PGY may be a company worth watching. I still need to research and learn more about it. It reminds me of $FICO. Could Pagaya be the next $FICO or are they in a different field Credits: @mvcinvesting & @NotebookLM"  
[X Link](https://x.com/anyuser/status/1952453069905498429)  2025-08-04T19:34Z [---] followers, [----] engagements


"@mvcinvesting This feels like a Netflix moment for $HIMS. Critics rightly question subscriber growth but $HIMS can prove the concerns are overblown"  
[X Link](https://x.com/anyuser/status/1955641764406268397)  2025-08-13T14:45Z [---] followers, [----] engagements


"DOGE going through the DoD spending in the best case scenario would: Push away from Cost-plus contracts that allow providers to overcharge for contracts Enable the adoption of systems that cut costs for the DoD allowing for more efficiency & competition"  
[X Link](https://x.com/thephiloinvest/status/1891519144048115931)  2025-02-17T16:04Z [---] followers, [--] engagements


"Finally we have the US Admin. via Trump Pete Hegseth and NATOs Mark Rutte pushing for higher defense spending for NATO above 3% of GDP In the last [--] days EU defense stocks have rallied with this news: $RHM is up 23% $LDO.MI is up 14% $BA.L is up 10% .@SecGenNATO Mark Rutte on NATO member countries spending targets: [--] percent GDP is not nearly enough Im absolutely sure it will be considerably north of [--] percent. #MSCpolitico https://t.co/tKMYrrVmf6 .@SecGenNATO Mark Rutte on NATO member countries spending targets: [--] percent GDP is not nearly enough Im absolutely sure it will be considerably"  
[X Link](https://x.com/thephiloinvest/status/1891519147567149094)  2025-02-17T16:04Z [---] followers, [---] engagements


"America spending their defense money in the right way leads us to: $PLTR the efficiencies and AI battlefield Software is paramount for the US to maintain its edge Anduril a emerging defense contractor innovates without cost-plus contracts $LMT & $NOC despite cuts"  
[X Link](https://x.com/thephiloinvest/status/1891519154009559348)  2025-02-17T16:04Z [---] followers, [---] engagements


"@XTheNewsBeeX @Osint613 There are sound arguments to be made when it comes to the 45th and 47th POTUS contributing to a better Middle East"  
[X Link](https://x.com/thephiloinvest/status/2013783805480378649)  2026-01-21T01:20Z [---] followers, [--] engagements


"@InvestorDenis Admin is pro business but the midterms might make things bumpy for banks [--] / Trump suing $JPM for $5Billion on debanking rhetoric banks being too powerful [--] / Trump Cards caping credit cards at 10% rhetoric banks taking advantage of people Probably its just election talk"  
[X Link](https://x.com/thephiloinvest/status/2016079158984474952)  2026-01-27T09:21Z [---] followers, [--] engagements


"@trevhesinvests @stevenfiorillo Game theory wise a Nash Equilibrium can be reached: Trump keeps the 10% cap to lock in votes Banks restrict credit to top FICO scores to protect margins With neither having to change their strategy being worse off (lost votes for Trump vs. lost capital for Banks)"  
[X Link](https://x.com/thephiloinvest/status/2016201866086940961)  2026-01-27T17:29Z [---] followers, [--] engagements


"@meeijer $NU Holdings entering the Venezuelan financial market would be interesting"  
[X Link](https://x.com/thephiloinvest/status/2008279138189115480)  2026-01-05T20:47Z [---] followers, [--] engagements


"@QualityInvest5 Companies I would love to see where you rank them: [--] / Palantir $PLTR [--] / Lockheed Martin $LMT [--] / RobinHood $HOOD [--] / Rocketlab $RKLB [--] / $NU Holdings"  
[X Link](https://x.com/thephiloinvest/status/2009840289855246433)  2026-01-10T04:10Z [---] followers, [---] engagements


"@paulcerro @himshouse Will go through all the free stuff you published As of now your other telehealth stock $WW hasn't been doing well are you bullish on other specific telehealth companies and companies in general for 2026"  
[X Link](https://x.com/thephiloinvest/status/2014877401386283231)  2026-01-24T01:46Z [---] followers, [---] engagements

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