Growth Investing and Portfolio Building by Jonah Lupton
CBRS IPO relied on few customer contracts, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, invites feedback from those familiar with CBRS. Lupton observes that the company’s IPO may have been overhyped, with ...
Jonah Lupton: MU beats Q3 forecasts with strong revenue and margin results
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlighted MU's outperformance in Q3. The company reported Q3 revenue of $41.5 billion versus the $35.8 billion estimate, ...
IWM may pause after entering uptrend channel, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, observes that the IWM chart has now moved inside the uptrend channel formed from October and January highs. Lupton ...
Jonah Lupton: Credo trades at 38x NTM EPS with triple-digit earnings growth expected in FY2027
Jonah Lupton, investor and market commentator at Social Media / FinTwit, observes that Credo is available at a valuation of 38x next twelve months earnings per share (EPS), while EPS is projected ...
MELI leads in Gemini-based portfolio, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, shared that a portfolio constructed from his top 12 positions through Gemini placed online retailer MELI at the top. Lupton ...
Jonah Lupton: Next largest holdings likely HYNIX, FPS, NU, DRAM, MP, ONDS, SE
Jonah Lupton, investor and market commentator at Social Media / FinTwit, shared an update on portfolio holdings, expressing confidence that the next five or more largest positions are likely ...
FirstWaveFund reveals top 12 portfolio holdings for May, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, shared the top 12 portfolio positions for FirstWaveFund as of May. The list includes AAOI, ALAB, APP, CRDO, HIMS, HROW, ...
Jonah Lupton: Oil prices fall below $75, reducing inflation concerns
Jonah Lupton, investor and market commentator at Social Media / FinTwit, observes that while oil is not the sole factor in recent inflation spikes, it remains the primary driver. Oil prices have ...
TMDX tracking above $200 million in Q2 revenues, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, reports that TMDX continues to operate above 36 flights per day over the first 16.3 days of June. Lupton expects the ...
Jonah Lupton: TMDX may reach $200 million in Q2 revenue
Jonah Lupton, investor and market commentator at Social Media / FinTwit, observes that TMDX continues to see more than 36 flights per day through mid-June. He suggests this sustained level of ...
RDDT outlines multi-year net income growth and share buybacks, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, shares his financial outlook on RDDT. He projects RDDT net income will reach $1.456 billion in 2026, $2.092 billion in ...
Jonah Lupton: TMDX daily flights rise 22.6 percent since April
Jonah Lupton, investor and market commentator at Social Media / FinTwit, reports that TMDX has shown strong growth in daily flights. Over the past two months, daily flights for TMDX increased by ...
OpenAI could lease 10GW data center valued at $500B, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, comments on reports that OpenAI is considering leasing a 10-gigawatt data center with a potential price tag of $500 ...
Jonah Lupton: Healthcare stocks outperform as tech and software face pressure
Jonah Lupton, investor and market commentator at Social Media / FinTwit, observed that healthcare stocks had a strong day while technology, software, and AI-related companies experienced pressure. ...
Jonah Lupton sees strong Q2 setup for Reddit
Jonah Lupton, investor and market commentator, highlights that RDDT is up 4–5 percent in premarket trading following favorable commentary from Piper Sandler and Cleveland Research. Lupton adds ...
Jonah Lupton: Meeting with AAOI management in New York City to discuss company outlook
Jonah Lupton, investor and market commentator at Social Media / FinTwit, is meeting with AAOI management in New York City and has invited questions from his audience. Lupton disclosed that AAOI ...
TMDX flights average 38.5 per day through June, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, reports that TMDX flight data is averaging 38.5 flights per day over the first 6.5 days of June. He observes that this is ...
Jonah Lupton: Four stocks could deliver strong upside if companies meet financial targets
Jonah Lupton, investor and market commentator at Social Media / FinTwit, shares a list of four stocks that could achieve substantial gains if their management teams deliver on recent financial ...
Irrational market drops create chances for patient investors, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, shared that market losses can feel discouraging but also present opportunities. He observed that despite losing a ...
Jonah Lupton: Edgewater upgrade sends APP up 3 percent premarket
Jonah Lupton, investor and market commentator at Social Media / FinTwit, reports that APP shares are up 3 percent in premarket trading following an upgrade or note from Edgewater. Only one section ...
HIMS pushes into longevity and peptides with new hire, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights that HIMS is ramping up efforts in the longevity and peptides sector. He points to a significant hire as a ...
