Charlene

$LMND. Our projections are based on current technology. Technological advancements in general are accelerating. Therefore, everything might turn out even better.

@clintoptions Possible, I have taken a look at Max. Pain.

$NOW will be back in the high 80s soon. This run will be short lived

PPIG DISCLOSURE 🚨 It is with a heavy heart that we are announcing the sale of our $LMND shares today. While we still believe in the company long-term 🍋, we feel this is the right move given current market conditions. We will always prioritize what’s best for our investors.

@KrishnaY152841 @7LukeHallard $LMND. One aspect is clear. It is certainly not possible to distort the collected insurance premiums and the growth in the number of customers through financial engineering.

@7LukeHallard This video is a must for $LMND shareholders to understand Q1-26 results - Financial Engineering is the claim made.

Four companies. Two hosts. One brutal question: which stocks deserve your conviction right now, and which ones are just good stories hiding ugly fundamentals? This week, we go bull-vs-bear on four names — and the conclusions might surprise you. The "too hard pile" is getting bigger, and maybe that's the smartest move in this market.

In my opinion, Lemonade Inc. is a solid company with solid growth, profitability is projected within a few months, the investment hypothesis is unfolding, a growth story for decades to come. It's early days. This is not advice; you assume your own risk. $LMND

The $LMND thesis is simple: Customer satisfaction is everything. The rest is pure math and legislation. Once the fundamentals align, the story unfolds.

@stockpickz_hq Negative ROIC and ROE aren’t always red flags for growth companies — they’re often the cost of aggressive scaling. What matters isn’t current returns, but whether margins, unit economics, and cash flows improve over time. Markets pay for future value, not just current numbers.

The problem? ROIC is -12% and ROE is -29%. The business is still consuming capital faster than it returns it. Great story, great trajectory, but the numbers haven’t confirmed the thesis yet.

New Deep Dive: $LMND Lemonade, A Near Perfect Business With One Major Issue Summary and article link in comments. Scorecard:

@KabraxFX I believe that $LMND will quickly catch up in the automotive sector. $LMND's advantage is that it is now, and likely will be in the future, less dependent on the automotive industry due to its product diversification.

Auto is the most complex line in personal insurance - real-time risk assessment, behavioral data, accident reconstruction, fraud detection, severity modeling across thousands of variables. Mastering that first means $ROOT's AI has been stress-tested against the hardest problem in the space. Pet and renters are comparatively straightforward, largely invoice scanning, code lookups, and relatively predictable loss patterns. The complexity gap isn't close. $ROOT has built its AI on the hardest data set in personal lines. Catching up on auto telematics and behavioral risk modeling isn't a simple software update - it takes years of real claims data to train against. The advantage $ROOT has built there doesn't transfer the other way. I'll say again, you seriously underestimate $ROOT.

For example, I see a smaller product range at $ROOT, which significantly limits cross-selling opportunities, making $LMND likely superior in the medium term. This is not advice.

@KabraxFX I believe that the AI ​​platform and the massive amounts of data already collected in the aforementioned areas have given $LMND a great advantage, and that the company is already ahead of $ROOT in these areas.

I do look to the future, in which $ROOT still expands into other P&C lines to achieve their goal "to be the largest and most profitable P&C insurer in the US" They're also closing in on full national coverage for auto. When they get there, large independent agency networks that require national carrier status to add a carrier to their platform, which are currently closed to $ROOT, become available overnight. Huge distribution opportunity by focusing on getting it done, I don't think you understand how big that will be. Further, they have Renters in 9 states already, and Homeowners through a third party in 13 states, when they get full national status on auto, doesn't it stand to reason to blitz all states for renters having already met full regulatory compliance for the complex line? You seriously underestimate $ROOT.

@KabraxFX Investors should look to the future. I believe that $LMND will soon overtake $ROOT and the gap will widen permanently.

$ROOT still generates more revenue, better margins, and actual profit despite having fewer products and fewer customers. Hoping a bunch of lower revenue insurance lines make up the difference that $ROOT has already achieved by mastering the most complex insurance line first (auto) isn't a great framework for why $LMND is superior.

$LMND The advantage of $LMND is that they can control their growth. For example, they can expand geographically more quickly if they want to. That's why I believe their growth will continue to go well, unlike other companies.

@nicksortor Chipmakers can come to EU!

🚨 JUST IN: President Trump recommends chip manufacturers IMMEDIATELY move their manufacturing facilities to AMERICA, as conversations with Xi confirmed how eager China is to take over Taiwan Chips are ESSENTIAL for AI and technological advances, and Taiwan is the world's chip manufacturing hub at the moment. That's one of the main reasons China wants to take Taiwan. TRUMP: "I would like to see everybody making chips in Taiwan come into America. To be honest with you, I think it's the greatest thing can you do. It's a heated situation. There is no question about it. As you know, we have massive amounts of chip companies now from Taiwan already coming in. "We expect to have 40% to 50% of the world chip business by the end of my term."

@jakebrowatzke @HunterAllen4 @Daniel321227267 Why?

@HunterAllen4 @Daniel321227267 $PATH has an extremely high probability of exploding on earnings, in my opinion

"The fact that you go all in on stocks makes you a gambler, not an investor." I hear this a lot. I have since I started investing with $20,000 in 2019 and went all in $TSLA. I hear it more today now that I'm investing millions of dollars in 2026, because this year has admittedly been one of my worst. Yet, I'm still looking a lot better than the $40,000 I would have if I had bought the S&P 500 in 2019. What people don't understand about my investing strategy is that because I buy asymmetrical bets where valuations are low and the stocks are counted out and disliked, I haven't had to be right every investment to maintain an ~80% CAGR since 2019, (yes counting from the trough I'm currently in). When I'm wrong I live to fight another day even despite often investing 100% of my net liquidity into a single position. If I'm right about better.com $BETR and we get substantial rate cuts in the next five years... I'm not gonna recover from $1.5 million back to $10 million. I'm gonna hit $50 million+ I know the market is starting to think that rate cuts are nothing but a dream and Better is not a threat to incumbents... but funny enough that's the exact moment that you should be buying into a stock if you disagree. What's great is I only have to be right on one of these two points in order to make a lot of money over the next five years. For those in $PATH with me I want to say that I don't believe I was wrong about PATH at all. I still believe in the company, and still have a 5% position and still think that it's going to 5-10x over the next 5 years. However as software has pulled back and I discovered the Better opportunity, I decided it was smart to move up the risk curve (smaller market cap, less revenue, not profitable yet) to something that has sold off even more, has even more upside potential and an even faster growth rate. When everything in the software sector is out of favor and sold off, Higher Beta stocks are likely to go up a lot more if we see a sector wide recovery. I truly don't believe Better deserves to sell off any more than it currently has ($85 to $29) even if we found out it's only going to be a 10% revenue growth company after this year, which would be a huge disappointment. The valuation is simply already that discounted. Of course all of this is shared for entertainment. I am not your investment advisor, though i am out-returning him.

@jrouldz Yes, I live in Switzerland.

Visited Switzerland during this time a couple years ago Incredible country I will be back soon!🇨🇭 Pics: Zürich Bern Luzern Lausanne

@VoltDweller Very good analysis.

Expect the $40s, brace for $30s $LMND

@CharlotteHinri6 Meiner Meinung, könnte man denken, Sie kriegen Bürgergeld und das reicht nicht.

❌️❗️❗️❗️❗️❗️❗️☝️ Oha❗️ Das wird wahrscheinlich in Zukunft öfter passieren❓️😉 WARUM❓️ Da der SB Kassen Trend stark wachsend ist. Kaufland baut bis Ende 2026 auf über 8.000 SB-Kassen in allen 780 Filialen aus.   Lidl plant, bis Frühjahr 2026 in 1.600 Filialen (fast jeder zweiten) Self-Checkout anzubieten.   Insgesamt sind in Deutschland bereits über 38.000 SB-Kassen im Einsatz. 😎

@vander_lane Money rotation is the key. Currently, money is tied up in technological infrastructure and energy. But this will one day become saturated. Then, money will seek out locations that are cheaper and more promising at that time.

I honestly don't understand why $LMND is still trading around $50-60. Is the market not seeing what we are seeing or is everyone chasing chip stocks?

@elonmusk -------Rome 2.0. The Truth. Karl Popper.------

On my way to Beijing in Air Force One

@VoltDweller If technical analysis could reliably predict the future, everyone would be rich. But it can't. I see technical analysis as the same as astrology. You can forget about your technical analysis.

$LMND technicals still not looking great