Timmy

$LMND $HIMS $ZETA

[Timmy @Timmyc00l]

$Hims at $6 is ridiculous imo. Thx for the shares market🤝

[Timmy @Timmyc00l]

@livetefterfire @finanskristen Vad menas med 10% hävstång? Är 10% av portföljen belånad ? Eller menar du hävstång 1:10?

[Timmy @Timmyc00l]

@jakebrowatzke @CMDarnton0 Agree

[Timmy @Timmyc00l]

@farzyness Great marketing + cross selling for $LMND big win for both!🤝

[Timmy @Timmyc00l]

Sick marketing $LMND

[Elon Musk @elonmusk]

Insurance is half price when Tesla self-driving is activated, because it increases safety so much

[Timmy @Timmyc00l]

@farzyness @wholemars LOL 😅

[Timmy @Timmyc00l]

$HIMS is a $150 stock by 2030 if they reach their 2030 financial outlook. Thats a 5x from here.

[Timmy @Timmyc00l]

Great job calling this 🤝 @wealthmatica
Huge follow recommendation $ZETA

[Wealthmatica @wealthmatica]

I think OpenAI & $ZETA are quietly building the future of GEO – and nobody’s paying attention. 👀

1) Over the last few months, there’s been a strange pattern of signals around OpenAI + marketing + monetization.

Code leaks, job postings, denials, re-clarifications…

Something feels off.

Something feels bigger.

Coincidentally, $ZETA drops their new GEO technology – right as SEO collapses.

While editing my interview with $ZETA CEO, David Steinberg, everything clicked for me...

[Timmy @Timmyc00l]

@TommyJo81085771 Nice 💼

[Timmy @Timmyc00l]

My stockportfolio for 2026:

$LMND 50%
$HIMS 26%
$ZETA 16%
$IREN 8%

[Timmy @Timmyc00l]

$LMND

[Timmy @Timmyc00l]

Around 50% of my stockportfolio in $LMND 🤝

[Timmy @Timmyc00l]

$LMND levererar skön rapport! 40% av aktieportföljen i denna 🤝

[Timmy @Timmyc00l]

Another great quarter in $LMND

[Shai Wininger @shai_wininger]

.@Lemonade_Inc's Q3 2025 results:

Highlights (YoY):
🚀 8th consecutive quarter of accelerating growth
💵 $1.16 Billion top line (IFP +30%, ahead of plan)
🔥 Gross Profit $$ increased +113% to $80m
🔥 Gross Profit Margin at 41%
🔥 2.87 million Customers (+24%)
🔥 Adj. EBITDA loss almost cut in half, now at -$26 million

Also:
✅ Loss Ratio at an all time low: 62%!
✅ Car loss ratio improving fast, now at 76%
✅ Revenue grew by 42% to $195m
✅ Claims LAE at a record <7% (vs. industry average of 9%)
✅ In the last 24 months, claims team headcount shrank, while claim volume increased by >2.5x!
✅ Europe IFP: $51m (+168% Y/Y)
✅ Europe Loss Ratio all time low: 70%
✅ Cash and investments: >$1B and growing
✅ Raised full year 2025 guidance for all metrics

Up next:
⬆️ Starting to capitalize on our AI UW/pricing advantage. With Loss Ratio hitting our lowest levels ever, we can now turn it into a lever rather than a target, lowering costs and achieving price leadership. We’ll share more about this exciting new capability in our earnings call today.

⬆️ Continued focus on agentic automation of… everything. On the claims side, we expect our LAE to continue improving and become global best-in-class in claims efficiency.

⬆️ Expect @lemonade_inc Car growth to continue to accelerate, fueled by TAM expansion from new state launches (Pennsylvania is next) and increased growth spend.

⬆️ On plan to generate positive Adj. EBITDA in Q4 2026

[Timmy @Timmyc00l]

@RatCatDoge $HIMS is 41% of my stockportfolio :)

[Timmy @Timmyc00l]

Did a large buy in $LMND today and it was probably my last large buy in a while. Position is fully built out and is currently 23% of my stockportfolio 🤝

[Timmy @Timmyc00l]

@yvcineee I will keep my shares for many years

[Timmy @Timmyc00l]

@TravisVarnick Thanks travis

[Timmy @Timmyc00l]

@Mintcondish369 Top reason might be that they are disrupting a huge and boring market that haven’t been changed for a long time. I really like the management team and how they are scaling the business and moving towards profitability.

[Timmy @Timmyc00l]

Been buying heavy in $LMND this week. My position is now 75% built out and is currently 17.5% of my stockportfolio🤝

[Timmy @Timmyc00l]

@Jaktier1 @Aktieprenoren Härligt! la en follow på den