Viktor 🇺🇦 @vikianush

@EmmetPeppers @twcat2010 Do you have equal exposure to both? Thinking of moving 50% of $TSLA exposure to $SPCX to mitigate unexpected/unequal merger valuations. Do you think it might be a nice idea at current valuations? (NFA, just your thoughts)

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Viktor 🇺🇦 @vikianush

a month ago

@pepemoonboy $LMND

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Viktor 🇺🇦 @vikianush

2 months ago

@SebasT479py Idk, I think you wouldn’t be very happy with ATH target either way at the current stock price. $110 is still 100% growth in less than 2 years, why does it sound so awfully low for you? Do you think s&p500 will perform better? I don’t think so 🤔

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Viktor 🇺🇦 @vikianush

2 months ago

I’m convinced that investing in business growth is far more important for $LMND than starting to “make money” a couple of quarters ahead of guidance. Don’t let a few green or red days lead you to false correlations. $ROOT has been profitable since Q3 2024…

Sebas @SebasT479py

2 months ago

The importance of making money

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Viktor 🇺🇦 @vikianush

2 months ago

Let me reiterate my view on SBC for $LMND management: top-tier, world-class AI executives are critical to long-term company success today. SBC tied to share price targets is logical and reasonable (though $110 does seem a bit low as a bar)

jbulltard @jbulltard1

2 months ago

$goog this 1 scientist was worth $200b lol

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Viktor 🇺🇦 @vikianush

2 months ago

@SebasT479py Small caps are often momentum and narrative driven. How does your logic of “making money” can make the chart look like this?

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Viktor 🇺🇦 @vikianush

2 months ago

@wolf_vukovic Just don’t forget to tell when you see it’s time 😅

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Viktor 🇺🇦 @vikianush

2 months ago

@HenryInvests @nerdalert What’s your 12m price target?

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Viktor 🇺🇦 @vikianush

2 months ago

Aaaaaand I’m buying more 😅 The day is tougher than I expected, but Plan B is there for me 🫡 $47 seems more interesting than $54. I can do it all day back to $30 🥵🫣 P.s. Don’t try this at home, all you see here is done by a long term investor with unique strategy 😅😂

Viktor 🇺🇦 @vikianush

2 months ago

Okay, okay, I’ll take the $54 now, seems like algorithms can see something in the $LMND report that I can’t. We’ll see if there is a chance to grab more at $40+, but luckily I’ve prepared for both scenarios 😏

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Viktor 🇺🇦 @vikianush

2 months ago

I feel bad for anyone currently all-in without any dry powder. I hope you caught the low 10s/20s and aren't losing sleep over this market. Proper risk management, hedging, holding cash, and sticking to a Plan B, is critical in wild environments like this. P.s. $LMND will be fine

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Viktor 🇺🇦 @vikianush

2 months ago

@ShadyJosh5 Ahahaha exactly 😂😂😂

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Viktor 🇺🇦 @vikianush

2 months ago

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Viktor 🇺🇦 @vikianush

2 months ago

Short AI analysis and Bottom line: underwriting/efficiency metrics beat, EBITDA beat, but revenue was a touch light and expense growth (marketing + stock comp) is eating into the margin story more than the headline growth numbers suggest.