Common Sense Capital

🚀 📈 Small & Mid-Cap Growth Stocks with 10x potential. ⚠️ Not financial advice. For educational purposes & personal research only.

[Common Sense Capital @SteffenWeid]

$LMND Q1 2026 Earnings: A massive beat! 🍋
• Revenue: $258M (+71% YoY) 📈
• Gross Profit: $100.1M (+159% YoY)
• Guidance: Boosted for FY2026
• AI Efficiency: $1M premium per employee
On track for positive EBITDA in Q4 2026. The AI-first strategy is paying off. 🚀 #Lemonade

[Common Sense Capital @SteffenWeid]

$NVDA does it again! 🚀
• Revenue: $68.1B (+73% YoY)
• Data Center: $62.3B – The AI demand is relentless.
• Q1 Guidance: $78B (Massive beat vs. $72.8B expected)
Jensen Huang says the era of Agentic AI has begun. The king stays king. 👑 $NVDA #Nvidia #AI #Stocks

[Common Sense Capital @SteffenWeid]

Absolute blowout for $TMDX!
Q4 2025 Results:
Revenue: $160.8M (+32% YoY) vs $156M est.
Net Income: $105.4M (includes tax benefit)
Fleet: 22 aircraft owned
🚀 FY 2025 Rev: $605.5M (+37% YoY)
The NOP model is scaling aggressively. Growth engine is on fire!🔥
#TMDX #Earnings #Growth

[Common Sense Capital @SteffenWeid]

$ZETA with a massive Q4 beat! 🔥
The numbers:
Revenue: $395M (Strong beat vs. $380M est.)
Adj. EBITDA: ~$95M (Margins expanding)
🚀 2026 Outlook: RAISED again
18th straight "Beat & Raise". The AI-driven growth is accelerating. Market leader in the making. 💎🤖
#ZETA #Stocks #AI

[Common Sense Capital @SteffenWeid]

Big day for $TMDX
Q4 2025 expectations:
💰 Revenue: ~$156M (+28% YoY)
📈 EPS: ~$0.41 (vs $0.19 last year)
📊 Focus: Gross margins & 2026 guidance.
After recent FDA heart trial news, investors want to see if the growth momentum holds. What’s your play? 🚀
#TMDX #Earnings #MedTech

[Common Sense Capital @SteffenWeid]

All eyes on $ZETA earnings today! 📊
Market is looking for:
💰 Rev: ~$380M (+21% YoY)
📈 EPS: ~$0.23
🤖 Focus: AI "Athena" growth & 2026 guidance.
With the stock at a discount, the outlook will be the real mover. Bullish or bearish? 👇
#ZETA #Earnings #AI #Stocks

[Common Sense Capital @SteffenWeid]

$AMD +10% 🚀 The $60B Meta Megadeal!
✅ Pro: Multi-year pact to supply 6GW of AI chips (MI450). Meta becomes "lead customer" for 6th Gen EPYC CPUs. Huge validation as the top NVDA alternative.
❌ Con: 160M share warrant for Meta dilutes shareholders if $AMD hits $600.
#AMD #Meta

[Common Sense Capital @SteffenWeid]

$ZETA Earnings tonight! 🚨
• Price: ~$16.05 (Bouncing from lows)
• Focus: Q4 results & 2026 outlook post-Marigold deal.
• Trend: 17 quarters of beats. Can they make it 18?
• RSI: 35 (Near oversold)
High stakes AH. Support at $14.50 must hold.
#ZetaGlobal #AI $ZETA

[Common Sense Capital @SteffenWeid]

$HIMS Earnings Flash 🚨
• Revenue Q4: $618M (+28% YoY) 📈
• 2026 Guidance: $2.7B - $2.9B (BEAT vs expectations!) 🚀
• Subs: 2.5M (+21% YoY)
• Eucalyptus deal on track for mid-2026.
Despite FDA/Novo noise, the outlook is strong. Relief rally incoming?
#HIMS $HIMS #Earnings

[Common Sense Capital @SteffenWeid]

$HIMS: What to expect?🚨

• Consensus: $619M Rev (+29% YoY) | EPS $0.02-0.05
• Key: Guidance is EVERYTHING. Will the FDA/Novo crackdown on GLP-1s slash 2026 outlook? 📉
• Wildcard: First details on the $1.15B Eucalyptus deal integration. 🇦🇺
Volatility: ±17% implied move.
#HIMS

[Common Sense Capital @SteffenWeid]

$HIMS – D-Day is here! 💊
• Price: ~$15.63 (Near 52-week low) 📉
• Trend: -48% (30D) | RSI: 13.6 (Extreme Oversold)
• Earnings: Tonight after the bell!
• Catalyst: $1.15B Eucalyptus deal vs. FDA/Novo GLP-1 crackdown.
Verdict: High Risk. Implied move: ±17%.
#HIMS $HIMS 🚀📉

[Common Sense Capital @SteffenWeid]

$NU Update
• Price: ~$16.19 (Down -7.6% today) 📉
• Trend: -10.8% (5D) | RSI: 34
• Testing major support at $16.00.
• Context: Market-wide tech sell-off, but fundamental growth in MX/CO remains the long-term driver.
Verdict: HOLD/ADD. Attractive entry near $16.
#Fintech $NU

[Common Sense Capital @SteffenWeid]

3️⃣ AI Fatigue & Rates: Investors are rotating out of "AI losers" as the hype cools. Sticky inflation means the Fed might pause rate cuts despite political pressure.
Safe haven? Gold 🟡 is hitting record highs ($5k+).
Bottom line: It’s a volatility shock, not a total crash... yet.

[Common Sense Capital @SteffenWeid]

The stock market is bleeding today. 📉 Is it just the fear of a war with Iran? Not quite. While the 15-day deadline set by Trump for a nuclear deal is a massive factor, we are looking at a "Triple Threat" hitting the markets right now. 🧵👇 #Stocks #Trading2026 #Iran

[Common Sense Capital @SteffenWeid]

1️⃣ Geopolitical Tension: US military buildup in the Gulf & the ultimatum have pushed Brent oil towards $72.

2️⃣ Tariff Chaos: After the Supreme Court axed previous tariffs, the new 15% flat-rate global levy is causing a re-pricing shock for tech & importers. 🚢 #Economy

[Common Sense Capital @SteffenWeid]

@BeyondThe_Dip Is your caution based on their specific rollout, or do you view pure-play Neo-Clouds like $NBIS or CoreWeave as the superior bet? IREN has the power, but these competitors are further ahead in high-density AI orchestration. Who do you think wins the race for GPU efficiency? ⚡️🤖

[Common Sense Capital @SteffenWeid]

Trump strikes back! 🚨

Just 24h after the Supreme Court blocked his tariffs, he announces a new 15% global tariff on all imports. 🇺🇸
He’s using Section 122 to bypass the courts. Expect supply chain chaos. 📉
#Trump #Tariffs #TradeWar #Breaking

[Common Sense Capital @SteffenWeid]

@MMMTwealth $LMND: Using the post-earnings dip to scale up. The path to 2027 profitability & the Tesla FSD edge is too strong to ignore.

$SOFI: Starting to build a position in tranches. The risk/reward for 30%+ growth is getting juicy again.

Paitence is key.

[Common Sense Capital @SteffenWeid]

Q4 GDP came in at 1.4%, far below the expected 3% the weakest reading since early 2025.

At the same time, inflation is heating up:
PCE: 2.9% (vs. 2.8% exp.) — highest since March 2024

Core PCE: 3% (vs. 2.9% exp.) — highest since April 2024
➡️ Growth is falling while prices rise

[Common Sense Capital @SteffenWeid]

While everyone is focused on the $9.7B Microsoft deal, they’re missing the bigger picture: Microsoft only secured 200MW—that’s just a tiny fraction of $IREN massive 4.5GW pipeline. 🤯 They have the power, the land, and the grid connections that Big Tech is starving for. #AI

[investing @DollarCostAvg]

$IREN is ONLY ONE AND ONLY COMPANY IN THE WORLD IN 2026 ENERGIZING 1400 MW TO 2000 MW (1.4 GW TO 2.0 GW) in 2 MONTHS FROM NOW !!

$IREN

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$IREN $CIFR $CORZ $CRWV $NBIS $APLD $HUTZ