David Shabotinsky

@Stonefoxcapital Thanks! Will continue to dig

@dShab0 SBC is over stated, so don't get lost with the reported numbers.

$SNAP Snap is an easy 7x by growing subscription/AI revenues. Irenic sees upside from cost controls and improved governance. The Perplexity AI would add more than $2/share.

@Stonefoxcapital Right, I’m talking more about the high level of SBC. Some may say it’s offset by buybacks but I don’t see it

@dShab0 thats SBC, not buybacks

@Stonefoxcapital For the company yes, but it’s ultimately financed by us shareholders, no? Because you need to pay highly talented employees one way or another

@dShab0 buybacks are financed by cash flows

@Stonefoxcapital I’ve been following Snap over the years, the high SBC and high cloud infra costs are the biggest headwinds IMO.

$SNAP just traded at $8 2 months ago, the analyst is indeed deranged to think a booming subscription business isn’t worth vastly more.

@Manu_Sisti @Founder_Mode_ Claude

🚨 Back by demand: 4,000+ people grabbed my AI eBook prompt pack. The exact prompts I use to make $50K/month selling books on Amazon. And my DMs are still flooded with: “Is this still available?” So I’m reopening it for 48 hours. Inside prompts for: • Finding niches people are already buying • Generating full chapters in minutes • Creating cover prompts that actually get clicks Added a new bonus: How to turn these AI books into a $100K/year publishing system Free (for now). Like + Comment “Claude” I’ll send it to you. (Follow so I can DM) ⏳ Closes in 48 hours.

@TommiPedruzzi @Founder_Mode_ Claude

Forget Claude Code. You can make $2,945/month with a basic Claude account. I use it to create 90-page nonfiction books it generates $50,000/month. I've recorded 5+ hour breaking down my entire strategy. If you're: • Stuck in a 9–5 and want exit • Want income not tied to your time • Leverage AI for a new income stream Just like this post + Comment "Claude" I'll DM you the training right in your inbox (+ a bonus for early action takers) Usually $199 Now free (for first 500 people only).

@Ze1ooooo Not a bad idea

Rinse and Repeat $IREN

@alc2022 Is this real?!

What the fuck is going on

@JerBearRN @wearehims @wearehers @novonordisk First time @JerBearRN isn’t ahead of the release ;)

💊 $HIMS Coming soon…

@jamesclift Durable

Introducing Durable. The first AI business builder that replaces your 9-5 income. RT + comment “Durable” and we'll build your business for FREE.

@hypergrowth102 Final broke 25!

Dear $HIMS shorts- keep adding. -Love Trav

@alc2022 Do you think it’s a slow exit of shorts or what?

$HIMS was down 5% this morning following a short attack and now it’s flat. I’ve seen this sort of behavior before… Time is running out.

@himshouse Got us a great a deal, why not

🚨 BREAKING: $HIMS CHIEF POLICY OFFICER DEB AUTOR GRANTED 526K RSUs (≈ $13 MILLION) - Largest of 8 C-suite grants from today, topping even CEO Andrew Dudum (413K) - Vests over 4 yrs, quarterly - Autor has been a member of Hims' board since 2024 - ex-FDA, AstraZeneca, Mylan

@StockTrader_Max Game of inches!!

Close above $25 for the week? Lets do it bulls 📈

@StockTrader_Max Afuera?

Had enough of his continuous lies and fake posts… Extremely miss leading. Be careful who you follow on this platform.. Just because they have a large following doesn’t not mean they tell the truth.

@TheLongInvest Reverse X ETF?

Hear me out Buy when X sentiment has turned violent.

@TrixInvestments He’s salty from selling after the crash

Your classic $HIMS bear is back at it again - Fear Mongering. $HIMS hasn't confirmed the exact prices they will be selling these at yet. The prices listed on their website are clearly just the classic placeholders since they don't even offer them yet. Currently, their website does have these listed at around $1899 a month - but $HIMS has always priced their drugs on the platform lower since they don't use insurance. $NVO recently just lowered their own prices to $149-$299 a month, without insurance. This is around the same price $HIMS users have already been paying for the compounded version. Please do your research before believing this $HIMS bear.

@TheLongInvest 👀

Just so we are clear I have all the receipts And I’m going to ruin you.

@StockTrader_Max @JerBearRN @wearehims @novonordisk @AndrewDudum What a roller coaster for us

@JerBearRN @wearehims @novonordisk Bear... you gave up on $HIMS at the lows.. I told you bear! Do not doubt @AndrewDudum

💊 $HIMS Tranisition to cash pay branded GLP1 ‼️ HIMS to transition GLP1 customers to expensive branded therapies, (~ 5-15% margin) ‼️ Compounded GLP1 made up ~ 1/3rd of domestic revenue ‼️ HIMS will now compete with Ro and Weight Watchers (except they offer insurance pay)