Fit Theorem - Harlem

We provide kickboxing classes, fitness, weight loss, mindset, nutrition, and accountability coaching for sustained results.

[Fit Theorem - Harlem @fittharlem]

If you could only hold one stock under $20 for the rest of 2026, which one gets your money?

[Fit Theorem - Harlem @fittharlem]

@derminvests We hold anticipating significant upside within the next 5+ years. However, we have very low expecations for earnings in the short term. Wouldn't be surprised if stock drops to $1 a few weeks after earnings.

[Fit Theorem - Harlem @fittharlem]

Strong execution is finally showing up in the numbers. 📈

Clover Health reported GAAP profitability, 51% Medicare Advantage membership growth, no debt, and a strong cash position. The facts are worth watching—but always do your own research before investing.

$CLOV #CLOV

[Fit Theorem - Harlem @fittharlem]

@derminvests Long, but expecting it to decline to $1 short to mid-term.

[Fit Theorem - Harlem @fittharlem]

The Fear & Greed Index sits at 37 (Fear) as macro uncertainty and choppy momentum keep investors cautious. Smart capital knows fear often creates opportunity.

Are you buying the dip or holding cash right now? 🧠👇

[Fit Theorem - Harlem @fittharlem]

Beyond the clouds, beyond the blue,

A cosmic vision coming true.

Commercial flights now touch the sky,

$SPCE is built to fly!

Horizons open, path is clear,

The future's launching off right here.

Eyes on orbit, bright & bold—

$SPCE is pure gold! 🚀✨

[Fit Theorem - Harlem @fittharlem]

The Fear & Greed Index sits at 45 (Fear). As semiconductor volatility shakes tech, general market sentiment has pulled back from recent greed. For long-term DCA investors, this fear is healthy contraction—cooling overbought momentum to reveal strong fundamental entries.

[Fit Theorem - Harlem @fittharlem]

Market rotation intensifies. An AI chip stock sell-off deepens as semiconductor volatility hits its highest level in 30 years.Meanwhile, June’s cooler CPI print and robust Q2 big-bank earnings are broadening capital into defensive value sectors.

[Fit Theorem - Harlem @fittharlem]

$CTM (Castellum) is a high-conviction micro-cap defense play. Its cybersecurity, electronic warfare, and IT software focus is paying off with recent Navy contract wins. Boasting a robust 4.81 current ratio and active insider buying, it's primed for a massive federal tech ramp.

[Fit Theorem - Harlem @fittharlem]

$LUMN turnaround rests on CEO Kate Johnson. The former Microsoft US President has pivoted Lumen from a legacy telco to an AI backbone. Her aggressive debt restructuring cleared a massive runway, while her continuous multimillion-dollar insider buying signals ultimate conviction.

[Fit Theorem - Harlem @fittharlem]

$FUBO enters an elite new chapter. Appointing Disney+ veteran Alisa Bowen as CEO cements its corporate integration under Disney's 70% majority stake. Her deep operational playbook at Hulu and ESPN+ positions Fubo to scale margins and crush profitability by 2027.

[Fit Theorem - Harlem @fittharlem]

We long $LUMN for its massive fundamental reset. By offloading consumer fiber to AT&T, it slashed debt under $13B, unlocking $500M in annual interest savings. Paired with $13B in AI-driven network fabric deals, its massive cash flow turnaround is underway.

[Fit Theorem - Harlem @fittharlem]

IPOs tilt the field against retail. Hype inflates initial valuations, while institutional buyers reap the "first-day pop." With zero public track record and looming insider lockup expirations, buying early introduces uncompensated structural risk.

[Fit Theorem - Harlem @fittharlem]

We long $FUBO for its massive streaming turnaround. The Hulu merger gives Disney a 70% stake, scaling its ecosystem. Q2 delivered record $1.6B revenue and positive EBITDA, pacing a clear path to free cash flow by 2027. Deeply undervalued.

[Fit Theorem - Harlem @fittharlem]

$TTD offers an elite long-term entry. A recent valuation reset places its P/E at an attractive ~21x, despite an unbroken history of revenue growth. Backed by elite 77% gross margins and massive secular tailwinds in CTV, it's a structural winner.

[Fit Theorem - Harlem @fittharlem]

$CEPL is a stellar long-term play. By deploying oil-free microturbines for behind-the-meter generation, it actively solves grid bottlenecks. As AI data centers face severe power constraints, its scalable on-site energy tech captures massive multi-billion dollar secular tailwind.

[Fit Theorem - Harlem @fittharlem]

Market sentiment dipped this week as chip stocks and oil price shocks fueled brief volatility. Yet, a strong Q2 earnings kickoff, with 88% of firms beating estimate, and cooling inflation maintain a bullish outlook ahead.

[Fit Theorem - Harlem @fittharlem]

We’ve been DCA'ing into these 15 names over many years and remain ultra-bullish for the next 5 years. Strong convictions take time to build. Our top long-term plays:

$CLOV
$LXRX
$CEPL
$PLTR
$NIO
$SPCE
$GRAB
$SBLK
$NU
$ITRN
$HNST
$MU
$TTD
$LUMN
$FUBO

[Fit Theorem - Harlem @fittharlem]

⚠️ MANDATORY DISCLAIMER: This thread is for educational and informational purposes only. It does NOT constitute financial, investment, legal, or tax advice. We are sharing our personal portfolio journey. Biotech investing carries unique risks. Please do your own due diligence.

[Fit Theorem - Harlem @fittharlem]

🚨 OUR 5-YEAR $LXRX THESIS 🚨 We’ve held Lexicon since 2023, building our position through volatility to average $0.85 DCA. Long-term play targeting $100 with a plan to trim a small % at $25. Check the comments for our 5-reason fundamental breakdown👇*Not financial advice. DYOR.*

[Fit Theorem - Harlem @fittharlem]

5/5 📌 Immediate Catalysts & Deep Valuation Disconnect: Potential regulatory resubmission of ZYNQUISTA for Type 1 Diabetes, Phase 3 SONATA-HCM data in early 2027. Built core position at a highly defensive $0.85 DCA, we believe the long-term upside remains heavily asymmetric. 🚀