Viktor Ianushenko 🇺🇦

@tomzhu_nz Just imagine, how much more demand would be generated with just a tiny AWARENESS CAMPAIGN aside of X 🫨 Billions of people still have wrongful perceptions of the EV

Congrats AU team! Thanks our customers for your support!

@SK_Invests007 Just don’t be over leveraged, and if you have built your conviction - understand that it takes time for the price to catch ip with the company progress.

Extremely FRUSTRATING!! Not sure, what would help $LMND stock price? To go down it's part of everything (Insuretech, Fintech, SaaS, AI, growth/risky stock, etc), sadly, it doesn't go up when all those sectors go up. Sandbagged guides offsets the excellent ERs. I'm kind of lost🙁.

Big month over month increase in institutional ownership for $LMND I’m focused on long term, so not so worried about today’s price action

Just my personal thoughts about $LMND - dyor, nfa, etc.

@nerdalert Got any more of that $TE video? 😅

@vikianush I've been working on a video for it, will publish in a week or so

I’m kind of shocked at how much overlap we have had with Leopold’s investments, especially considering we dont follow him at all and I’m pretty sure he doesn’t follow us.

@bradsferguson No IBKR unfortunately 😮‍💨

Elon champions retail investors Allocations for $SPCX will work like this: (1) custodians cannot give preference to firms with the highest assets (and shut out smaller firms or independent customers) (2) Elon mandates ANY IPO-qualifying account who wants to participate to receive at least 1 share. (3) after every participating account at that custodian has received one share, shares will be distributed on a prorata basis based on the requested allocation. This is how it will work at Charles Schwab, Fidelity, Morgan Stanley, and Robinhood In the video, I cover if there are special carveouts for $TSLA shareholders and why.

@DeepValueBagger How about next $BE is $TE?

Next $BE is still $BE. 2GW Capacity 2026 Hyperscaler proven High reliability 50 day to delivery (i dont own, watching)

@nerdalert I’m not saying “borrow” - I’m saying “building”. Like with $LMND and $TSLA - it’s being built over years of studying and building (and going through potential downsides, like lack of AD from Tesla etc). But there’s not so many quality analysis about $TE, so would appreciate 😊

@vikianush I think it's almost always a bad idea to borrow conviction from someone else.

@cperruna What’s your potential hedge strategy would be to minimize the risks of S&P500 and Nasdaq?

The S&P 500 percent of stocks above the 200d ma has another divergence taking place. What does this mean: the index is going higher while the number of stocks above their own 200d ma is declining. This divergence must reconcile, meaning the index will drop or the more stocks must go up. The breadth, outside of the mag stocks, is not very strong. $SPX

@matthughes13 What level do you think we should be cautious about?

2026 has been a year of execution and I have probably been the most consistent with $TSLA this year. Almost every post has been pretty accurate and its just proof that conviction pays off I remember furus flipping bearish on $TSLA when I was bullish AF x.com/matthughes13/s…

@cperruna Hey, @cperruna I like your structured approach. What’s your opinion on the Lemonade $LMND at the moment? You’ve covered it a couple of times but long time ago

Fundamentals tell you what to buy and technicals tell you when. Avoid buying stage 4 stocks or in the case of $TTD, you could be down 85% Technicals can also tell you when to sell as you can see here: I sold at $131 (due to valuation) and the stock is now at $20 👀🤷‍♂️

@ShadyJosh5 Nice and insightful long read for long term investors

Thoughts on $LMND post Q1 2026 ER from a personal investment perspective. I've been following the Lemonade story since way before the IPO, having come across Daniel Schrieber and the original peer to peer business model in circa 2016. Luckily I missed out on the stock price action post IPO and through 2021, but got very interested in the stock in early 2022 when stock had fallen from peak 183 to around $18, and had a good hard look at whether the company could achieve it's claims. Watched many a @PaperBagInvest video before we ever crossed paths online or invested, he is the OG in the stock. The company suffered through a period of technical challenges in 2022 - 2024, mostly to do with macro inflation increasing claims costs at the same time as the mechanics (and regulatory rate filing limitations) would not allow Lemonade to match risk with rate - i.e. because inflation took off so dramatically in the 2022 period, writing business was simply not profitable. The management team took the very sensible and well signposted approach of taking their foot off the gas until inflation calmed down and regulatory approvals allowed rates to catch up to the cost of future claims. The earnings reports in this period were terrible, with a double whammy of poor topline growth alongside dismal bottom line results and large EBITDA losses. Understandably the stock struggled in the $12 - $18 range. I first invested in early 2022 but sold out a few times, luckily at some local peaks and traded pairs with Tesla in 2022 - 2023/24 which worked well. Then from around Sept 2023 I began to seriously ask the question: what would it look like in 20 years if I just committed to holding this stock from a $1bn market capitalization? What happens if the company does get through the rate change quagmire, and get back to a 30% long term growth rate? What if the claimed tech does result in collapsing loss adjusting expenses? What if there is truth to the claim that AI can literally run the company with limited human oversight? The conclusion I came to was that IF Lemonade could achieve the things laid out so eloquently in the earnings reports, albeit having to see past the near term market and mechanical challenges, the company had a clear path to a $100bn and greater market cap. So logically, all one had to do was hold one's nose and get past inflation/rate/capital adequacy concerns, and hold the stock. My background as a general insurance actuary massively helped here, as I could understand clearly the mechanics of why near term challenges would go away in time, and why Lemonade could have a clear 10% or more loss ratio advantage over the competition once they hit scale. That's a huge differential in a market where many insurers struggle to maintain a 90% combined ratio. Pricing elasticity means a slightly lower price than competitors translates into massive market share gains. Fast forward to early 2024 and the story hit a new trajectory of accelerating growth, increasing gross profit. The stock rapidly re-rated to $50 around the Nov 2024 investor day as investors finally got it. The stock hit a peak of ~$100 in Jan 2026 and has since halved to around $54, leading to frustration among newer investors and people looking for a quick buck. My own perspective is twofold: firstly, if you had invested $100,000 on 10th May 2024 at $16.58 you would now have $329,000 on 8th May 2026, a compound return of 81%. Not too shabby, notwithstanding the recent fall from $100. Secondly, if the thesis still holds, and Lemonade has an understandable, relatively low risk path to $100bn market cap, then all we have to do is hold and the returns will be astronomical from the current $4.2bn market cap. Investors like me with a cost basis around $17 for the bulk of shares held have had a 4x return so far, and I'm in it for the eventual 100x. Everything I read in the last four earnings reports put the trajectory squarely on the original thesis. Almost all of the data points we predicted and were looking for in the thesis that long term bulls agreed upon in late 2023 are in place and being hit consistently. The two areas of concern introduced in Q1 26 ER are: Stock based comp being higher than before (to me this is a non-relevant issue - if the stock goes up, happy for Daniel, Shai etc to create and capture value) The underlying operating expenses minus marketing increasing from around $85m per quarter in 2022 - 2024 to $110m in most recent ER. I give two thoughts to this: firstly, I think from Shai's comments on Q4 earnings call that the team are behind the scenes building infrastructure for future products that we don't know about (same as in 2022 a big amount of opex $ was to build the car product) - and secondly, a decent chunk of it is related to interest payable on the general catalyst programme. Just as Lemonade was using 75% then 55% and now 20% quota share, and the reduction increases revenue and retained profit, so they will in due course close the general catalyst programme and retain the 16% IRR for the company profit account. Capital constraints mean that is some way off, but eventually it will go away and the OPEX line will come down. Overall in my opinion the underlying Lemonade bull thesis is fully intact, and without going overboard on detail I believe the data points in last 3 earnings reports overwhelmingly give evidence that we are exactly on the trajectory we want to be on. The path to $100bn or greater market cap is clear to see if you have a long enough timeframe and patience. A better question than looking at the current stock price is, what kind of investor am I? Am I willing to park a good chunk of capital for 20 years to get an eventual 100x pay off? I asked myself those questions over the past 3 years and am fully committed to seeing the course. I will of course sell some along the way (around $180-$200) but the bulk of my investment is in it for the 20 year win. Hope to see some long term bulls be patient and chill as the story plays out. Not investment advice or influence, my risk tolerance is very high compared to an average investor and I have been relaxed about a large reduction in net worth over past six months. Many investors would sell at the bottom and lose, so if that's you then do diversify and use adequate risk management. Do not buy Lemonade stock if you get nervous about volatility. Good luck!

@bjmtweets Congrats, you’ve been spot on

Cheers to $CELH holders today. Great report. What are you drinking?

@zhongwen2005 Only taking into consideration the broader context, as stated here: x.com/rebellionaire/…

Do you support Tesla and SpaceX merging in the future?

@wolf_vukovic Do you think that this memory bubble is already close to pop?

The anatomy of every bubble ever: Prices go up → Investors get confident → FOMO kicks in → More buyers enter → Prices go higher → Media declares a new era → "This time is different" → Everyone's in → No buyers left → Pop. Shiller called these "naturally occurring Ponzi schemes." They've worked the same way for 300 years. They're working the same way right now.

@Vol888 $LMND

Name a chart 👇🏻 I’ll map the recent gap levels using my gap model.

@Stickstrom I don’t have enough $LMND 🤔🫨🤩

$LMND "I do not think AI will reach a point where you can make a trade-off on things like pricing, settling a claim. That is still years away. I tend to be skeptical. I'll be surprised if AI can solve that problem for you." - Ajit Jain, vice chair of Berkshire Hathaway's insurance operations, May 2, 2026. youtube.com/watch?v=NiMinY…