lucidjp

Growth investor. Motley Fool fan.

[@StockZombie222 @StockZombie222]

Hi @paulxgu,

As retail investors, we’d appreciate more updates and check-ins from you. Hearing directly about positive news/insights means a lot to us and can boost our confidence in @Upstart's future.
Please "give the people what they want." 😉

Thanks for considering!
-Scott

[lucidjp @lucidjp]

@MarketMovesMatt Roll it over

[Jonah Lupton @JonahLupton]

$TMDX is down today because the Stifel analyst put out a note this morning saying that dry runs are higher. Of course investors are panic selling without getting more information.

I just spoke to a different sell side analyst and he said the company (ie $TMDX) is strongly refuting the Stifel note.

$TMDX says they have no idea why the Stifel analyst is mentioning dry runs... it has not been discussed in recent meetings or conversations because dry runs have been stable for the past several quarters.

fwiw, $TMDX is about to post their best flight month ever (June) with flights at 34.5 per day, up +33% YoY.

I'll have more to share next week after more calls with the sell side and hopefully IR or management. I will try to help clarify the situation.

Based on what I've heard today and the emails I've seen, it appears the Stifel analyst is making the wrong inferences.

$TMDX is saying that dry runs are not up!!!!! They are adamant about that.

[Matheus Lonning @mathlonning]

Stifel analyst does not understand $TMDX nor pays attention. I wouldn’t be surprised if the note is bullshit.

TD Cowen and Oppenheimer would’ve lowered prices target if this was true.

[lucidjp @lucidjp]

@JonahLupton I wish their IR would actively refute these claims online

[Bhaina @O_bhaina]

@JonahLupton Well, they should put this info out themselves via IR. Terrible communication!

[Jonah Lupton @JonahLupton]

$TMDX is down today because the Stifel analyst put out a note this morning saying that dry runs are higher. Of course investors are panic selling without getting more information.

I just spoke to a different sell side analyst and he said the company (ie $TMDX) is strongly refuting the Stifel note.

$TMDX says they have no idea why the Stifel analyst is mentioning dry runs... it has not been discussed in recent meetings or conversations because dry runs have been stable for the past several quarters.

fwiw, $TMDX is about to post their best flight month ever (June) with flights at 34.5 per day, up +33% YoY.

I'll have more to share next week after more calls with the sell side and hopefully IR or management. I will try to help clarify the situation.

Based on what I've heard today and the emails I've seen, it appears the Stifel analyst is making the wrong inferences.

$TMDX is saying that dry runs are not up!!!!! They are adamant about that.

[MansMan21 @CZMansMan21]

$TMDX who has more insight @JonahLupton or Stifel?

[communistserenity @commieserenity]

[email protected] Feel free to email and ask folks $TMDX Waleed is taking the piss.

[communistserenity @commieserenity]

$TMDX I find it unbelievable that management would not provide a statement on this. Dry runs? Wtf.

[Jonah Lupton @JonahLupton]

This is the kind of data that will convince/force $LLY to do an official partnership with $HIMS which probably creates a 10-12% gap up when it happens.

[Michael Wiggins De Oliveira @MichaelWigginsO]

You may think I'm completely nuts, but I still think that $APP could get to $750 in the next few months.

Markets are often vaguely right, but try not to overthink it.

If $APP continues to deliver these smashing quarterly results, we'll get to $750. It's just a crappy situation to be forced to be patient. I try my best not to take it personally and not overthink matters.

[Aria Radnia 🇮🇷 @ariaradnia]

Basically outlined the complete $APP thesis in less than 7 minutes

Who is Ryan Packard and why have I JUST learned his name?

[ValueNotDeadYet @ValueNotDeadYet]

Why is $FOUR +9%? What did I miss

[lucidjp @lucidjp]

@rookisaacman @Sludge definitely a lot less at this rate if $FOUR keeps going down :(

[Aye-FK @ayeefkay]

@TheDunkCentral Draymond Green apologized
Stephen A Smith apologized
Shaq apologized
Candace Parker apologized
Paul Pierce apologized
Matt Barnes apologized
Chandler Parsons apologized
The entire NBA Today crew aired an apology segment

Becky Hammon ain't special bro. She's just bitter af

[Delusional Bull @dbull888]

Some $CELH boots-on-the-ground research:

Stopped by a Queens bodega this morning and every energy drink shelf was fully stocked.

Went back tonight.

🟣 Alani Nu: ~50% sold

🔴 Red Bull: barely touched

🟢 Monster: barely touched

⚪ Celsius: completely wiped out. Literally 1 can left.

For comparison Red Bull and Celsius had roughly the same shelf space (~50 cans each).

Obviously this is only anecdotal evidence, but this is pretty consistent with the typical energy drink choice I see out and about in NYC.

Disclosure: Long $CELH

[Hims House @himshouse]

🚨 BREAKING: $HIMS CEO ANDREW DUDUM SAYS OURA RING DATA SYNC WITH HIMS APP IS "COMING SOON!"

[NightHawk Capital @NighthawkTradez]

The ticker is $HIMS

[Jonah Lupton @JonahLupton]

$HIMS is going to crush it over the next few years with testosterone, peptides, labs and other forms of personalized healthcare/protocols.

If $HIMS has all my health data (via Labs)… there’s no reason why they can’t build me a custom nutrition / supplement plan and send me everything on a monthly or bi-weekly basis.

$HIMS will be able to use my labs data with the help of Ai to determine where I’m deficient or what I should be taking to better optimize my health, longevity, biomarkers, sleep, energy, libido, fitness goals, etc.