Eric M Dobaugeerd

Investor in $LMND, $ABX, $HITI, $VSQTF and $GRRR. DM for discord link for $HITI

[Eric M Dobaugeerd @Think1019]

@ChrisCamillo I don’t want to hear it

[Eric M Dobaugeerd @Think1019]

Hot take on $GRRR convertibles:
- Was it necessary? Yes, you can't deploy $2.8B worth of GPUs without putting up equity.
- Were the terms decent? Mostly yes (not the $6 conversion floor)

Thesis not changed
@GorillaTechGrp $GRRR https://t.co/U5gkwomKE4

[Eric M Dobaugeerd @Think1019]

@nejatian Done!

[Common Sense Investing @onecentinvest]

Anybody losing sleep over these $NURS.V earnings tonight ?

[Eric M Dobaugeerd @Think1019]

@SFarringtonBKC Happy to see you are in $sofi too 👍

[Eric M Dobaugeerd @Think1019]

@TheLongInvest Impressive revenue growth and positive cash flow, but the drop in gross margin (down to 21% from 35%) is a bit worrying. Hope to see higher-margin software revenue kick in soon to avoid the low-margin hardware trap

[Eric M Dobaugeerd @Think1019]

I can't believe I missed this, 4x revenues in 2027??

$GRRR

[Water Tower Research LLC @WTR_Research]

Check out John Roy, Ph.D.'s management series, including a recap and transcript of his recent fireside chat with Gorilla Technology Group Chairman & CEO Jay Chandan and CFO Bruce Bower.

This conversation can be accessed on demand. The link is accessible in our full report!

https://t.co/QO6TJsCGGM

$GRRR #GorillaTechnology #ArtificialIntelligence #AIInfrastructure #DataCenters #GPU #SovereignAI #CloudComputing #DigitalTransformation #SmartCities #Cybersecurity #EdgeComputing #TechInfrastructure #Semiconductors #SmallCapStocks #InvestorInsights #WaterTowerResearch @GorillaTechGrp

[Eric M Dobaugeerd @Think1019]

@JhonBrown94 Nice Jhon! I will also buy some shares next week 👍

[Eric M Dobaugeerd @Think1019]

@drennan10 Impressive quarter 👏

[Greg 🇨🇦 @drennan10]

$CBWTF

Great quarter by Auxly!!

Revenue up almost 22% YoY
COFI Margin up to 55%
Total Costs flat YoY
$12m in Operating Cash flow

Sitting with $43m in Cash up from $17m Q125

seasonally, this is their worst quarter....

[Eric M Dobaugeerd @Think1019]

Almost there...$WIX

[Eric M Dobaugeerd @Think1019]

@Ashton_1nvests $WIX, waiting for all the influencers in here to tell us how great it is, then it will drop 50%.
I an a buyer in the $40 range

[Raj Grover 🇨🇦 @RajGrover_HITI]

Execution continues to drive conviction at High Tide.

This past week alone included:
•⁠ ⁠A new $40M credit facility term sheet with a Big 5 Canadian bank
•⁠ ⁠Record quarterly volumes at Remexian
•⁠ ⁠Strong institutional investor engagement
•⁠ ⁠Continued market share gains in Germany

Several insiders, including myself, added to our positions in $HITI following these developments.

[Eric M Dobaugeerd @Think1019]

@RajGrover_HITI Good move Raj 👍

[Eric M Dobaugeerd @Think1019]

@shai_wininger @kidfrancescoli Congrats!

[Shai Wininger @shai_wininger]

Lemonade’s Q1 results are 🔥. So much to share, where do I start?

First, get into the AI mood, click this, + volume ⏫
https://t.co/IDPCvrTHge (by @kidfrancescoli)

🚀10th consecutive quarter of accelerating IFP growth
🔥 Topline at $1.33 Billion (IFP +32%)
🔥 Revenue grew 71% to $258M
🔥 Gross Profit increased 159% to $100M
🔥 3.14M Customers
🔥 Adj. Free Cash Flow $17M

Lemonade Pet exploding!
✅ Surpassed $500M top line early in Q2
✅ #1 most searched pet insurance brand in the U.S.
✅ @lemonade_inc is now the 4th largest pet carrier in the U.S.
✅ AI-powered automation drives record claim handling efficiency (LAE: ~4%)
✅ Our data + tech edge lets us lower prices while boosting profitability

Car picking up speed
✅ Now at 60% YoY growth, $214M IFP
✅ Loss ratio improved to 74% (14 pts better YoY)
✅ Autonomous Car for @Tesla FSD conversion rate 70% higher than standard

And more...
↗️ Raising 2026 top & bottom line guidance
↗️ IFP per employee > $1M (3x improvement in 4 years)
↗️ Positive Adj. EBITDA in Q4
↗️ Investor Day in NYC November 17

[Eric M Dobaugeerd @Think1019]

Am I dreaming or this is finally happening??
$HITI

[Acting AG Todd Blanche @DAGToddBlanche]

Under the decisive leadership of @POTUS, this Department of Justice is delivering on his promise to improve American healthcare. This includes:

• Immediately rescheduling FDA-approved marijuana and state-licensed marijuana from Schedule I to Schedule IIl

• Ordering a new, expedited hearing with set deadlines, to fully reschedule marijuana

These actions will enable more targeted, rigorous research into marijuana's safety and efficacy, expanding patients' access to treatments and empowering doctors to make better-informed healthcare decisions.

[Liger Cub @realLigerCub]

https://t.co/GXHCcufEr5

[Eric M Dobaugeerd @Think1019]

@pepemoonboy yeah can't wait to be back where we were yesterday 😂

[Eric M Dobaugeerd @Think1019]

@Han_Akamatsu Great, now start predicting $SPY at $700 please

[Eric M Dobaugeerd @Think1019]

@babyfolio $HITI, $ABX