Growth Investing and Portfolio Building by Jonah Lupton
Jonah Lupton: AEHR rises 21 percent after strong FY2026 Q4 earnings and FY2027 guidance
Jonah Lupton, investor and market commentator at Social Media / FinTwit, commented on the performance of AEHR stock following its latest earnings. Lupton noted that while some shareholders may be ...
KOSPI up 5.4 percent with SK Hynix and SK Square surging, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights strong gains on the KOSPI index, which is up 5.4 percent. SK Hynix has increased by 9.2 percent and SK Square is ...
Jonah Lupton: IBM shares fall 17 percent pre-market after weak preliminary results
Jonah Lupton, investor and market commentator at Social Media / FinTwit, reports that IBM is down 17 percent in pre-market trading following the release of preliminary numbers. Lupton states ...
AppLovin experiences slow pixel install growth after GA launch, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, observes that AppLovin shares are under pressure following a Bank of America note. The note highlights that there has not ...
Jonah Lupton: TMDX margin pressure creates buying opportunity amid growth catalysts
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights several upcoming catalysts for TMDX that could restore year-over-year growth above 30 percent—levels he says ...
TMDX flights rise 73.6% year over year, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, shared an update on TMDX flight activity, reporting 399 flights over 10.65 days, averaging 37.5 flights per day. This ...
Jonah Lupton: RDDT position increased following Q2 and early Q3 alternative data review
Jonah Lupton, investor and market commentator at Social Media / FinTwit, disclosed a substantial increase in his position in RDDT this week. The decision followed a review of final Q2 and early ...
Investors sold data center stocks on META capacity rumors, Jonah Lupton argues
Jonah Lupton, investor and market commentator at Social Media / FinTwit, calls out recent market moves where investors sold data center and neocloud stocks over concerns that META could sell ...
Jonah Lupton: FirstWaveFund opens PENG position at $64 in premarket trading
Jonah Lupton, investor and market commentator at Social Media / FinTwit, announced that FirstWaveFund has initiated a position in PENG at a price of $64 during premarket trading. Lupton ...
Samsung shows strong revenue and earnings growth, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights Samsung's recent preliminary earnings report. Lupton observes that despite Samsung's share price decline, the ...
Jonah Lupton: TMDX averages 36 flights daily, up 8 percent month over month
Jonah Lupton, investor and market commentator at Social Media / FinTwit, reports that TMDX is averaging 36 flights per day early in the month. This represents an 8 percent increase month over ...
IREN stock performance has frustrated shareholders, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights shareholder frustration over IREN's recent stock performance and management decisions. Lupton notes that ...
Jonah Lupton: Dell donation to Trump linked to U.S. contract win
Jonah Lupton, investor and market commentator at Social Media / FinTwit, draws attention to a recent major donation from Michael Dell to accounts associated with U.S. President Donald Trump. ...
HROW is trading at 6x 2028 ev/ebitda, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights a bullish outlook for HROW. Lupton points to multiple potential catalysts for the company and notes that HROW is ...
Jonah Lupton: Memory makers could see multiple rerating as industry shifts to secular growth
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights a notable shift in the global memory sector. According to Lupton, two of the three largest memory makers ...
Companies with $200 million revenue or $2 billion market cap outsource IR, Jonah Lupton examines
Jonah Lupton, investor and market commentator at Social Media / FinTwit, questions why publicly traded companies with $200 million or more in revenues and $2 billion or higher market ...
Jonah Lupton: Anthropic and OpenAi combined ARR exceeds $100 billion
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights that Anthropic and OpenAi have now reportedly surpassed $100 billion in combined annual recurring revenue. ...
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 ...
