Himothee Chalamet
24.2K posts



$LMND will become the largest insurance company in the world.
Every quarter is another validation of the thesis.
Being a true AI company from day one allows $LMND to scale customers without increasing headcount — something no incumbent insurer can replicate.
Over the last 3 years, employee count has declined while in-force premium has more than doubled.
$LMND now generates >$1M of IFP per employee — already in line with the best in the industry.
As the business scales, it’s set to lead the industry in IFP per employee efficiency.
Q1 2026:
• $1.33B in-force premium (+32% YoY), 10 consecutive quarters of accelerating growth
• $100M gross profit (+159% YoY)
• $258M revenue (+71% YoY)
And the stock is still down 45% from its January highs. 👀

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"We can no longer complain about crime because we got paid"
Shut the hell up.
Some of us don't think we should be selling out our systems to grifters just to make a buck.
Himothee Chalamet@Himoothee
Trump gave everyone a free 5x with unlimited size We can no longer bitch about the insider trading
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@Himoothee I have both fwiw but MP actually makes money. USAR could go nuts on beta.
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@stonkmane69 kk ty
Ill ape some MP too
/rare_earth_supercycle
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@Himoothee MP ships today into a $110/kg DoD floor and Apple's $500M deal. USAR ships in 2027 if Phase 1a commissions on time and the $1.6B DOC funding closes. Both bet on the same thesis. MP is 18-24 months ahead with contracted demand. USAR is the higher-beta lottery on the same trade.
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@stonkmane69 Explain.
I only bought USAR cuz it has usa in the name
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