๐ Mark Your Calendars!
Friday, June 12th โข 8:30 AM PT / 11:30 AM ET โข I'll sit down with @Upstart $UPST CFO Andrea Blankmeyer LIVE ๐จ
Have a question you'd like to ask Andrea? Drop it below and I'll bring the best to the stage ๐๏ธ
Watch live right here on X @HenryInvests or @Rebellionaire (X & YouTube) ๐ฆ๐ฆ
A few weeks ago @nerdalert put his foot in his mouth on a call with the team at $LMND.
One throwaway comment turned into a much bigger question:
Are investors looking at Lemonade the wrong way?
$RDDT CEO dropped a bomb on an AMA yesterday that the market might be waking up to.
Redditโs data is invaluable for AI labs, the market hasnโt caught on yet.
โFoundational models benefit from Reddit in pre training, post training, grounding, and search because our authentic human perspective is increasingly rare.
Thatโs why people are increasingly looking to Reddit for real opinions and real experiences - and why Reddit content is the #1 cited source across LLMs.
No other data source can replicate the continuously-generated, community-curated, preference-labeled map of how humans actually communicate and make judgments.
These partnerships are meaningful to us and to our partners, and itโs important to us to have partnerships that capture the value only Reddit can bring.โ
That sounds like big deals are coming.
S&P 500 inclusion (if not this quarter then next), data licensing deal renewals, and the Anthropic litigation settlement are on the horizon.
This is a fabulous opportunity for retail investors to ask the Andrea Blankmeyer, the new CFO of Upstart $UPST, any questions they may have about the business.
Please drop your questions below, or feel free to DM me them as well.
๐ Mark Your Calendars!
Friday, June 12th โข 8:30 AM PT / 11:30 AM ET โข I'll sit down with @Upstart $UPST CFO Andrea Blankmeyer LIVE ๐จ
Have a question you'd like to ask Andrea? Drop it below and I'll bring the best to the stage ๐๏ธ
Watch live right here on X @HenryInvests or @Rebellionaire (X & YouTube) ๐ฆ๐ฆ
The Upstart Trustpilot Index #UTPI is an incredible alpha-generating tool โ๏ธ
Not only did UTPI correctly identify and predict the model tightening event of 3Q25, but it also successfully forecasted the May origination surge.
This is the research we bring @Rebellionaire. While others focus on narrative and price, we look at the facts. And the fact is UTPI told us May originations were going to surge, pushing $UPST well ahead of the Street's 2Q26 volume estimates.
We aren't surprised.
Upstart $UPST May Originations $1,453M, up 52% YoY and 14% MoM ๐ฅ๐ฅ
Originations per Day reached $58.2M, up 58% YoY and 21% MoM. May Originations were 14% higher MoM despite having 1.5 less origination days ๐๐ฉ
@piggysensei2@Rebellionaire Right, my point is that the fundamentals always end up mattering. And the fact we've just accepted they 'don't matter' for this stock says it all
Upstart $UPST May Originations $1,453M, up 52% YoY and 14% MoM ๐ฅ๐ฅ
Originations per Day reached $58.2M, up 58% YoY and 21% MoM. May Originations were 14% higher MoM despite having 1.5 less origination days ๐๐ฉ
Perfect example of a stock that most Wall Street analysts do not understand. That makes it a perfect stock for anyone willing to take the time to understand it themselves.
Negative Wall Street sentiment can suppress share price in the short term but company performance always shows in the end. You just have to be patient.