HIMS: Can we trust Andrew Dudum?

$HIMS Q3 2025 ER Update

Dec 6 • 

Lorenzo Bastianelli

5

2

November 2025

DUOLINGO: The Two Game Changers

$DUOL Q3 2025 ER Update

Nov 21 • 

Lorenzo Bastianelli

13

4

1

Lemonade: A Hard Stop For Short Sellers

$LMND Q3 2025 ER Update

Nov 10 • 

Lorenzo Bastianelli

6

$IREN vs $NBIS: Location, Location, Location

Playing two different games

Nov 2 • 

Lorenzo Bastianelli

5

6

October 2025

The Real Reason Why $LMND Is Better Than $ROOT, long term

It’s (Not) All About Data

Oct 7 • 

Lorenzo Bastianelli

5

2

1

September 2025

HIMS: The Hidden Edge Everyone’s Missing

$HIMS Q2 2025 ER update

Sep 22 • 

Lorenzo Bastianelli

7

1

Oddity: A Scam or a Multibagger?

$ODD Q2 2025 ER update

Sep 14 • 

Lorenzo Bastianelli

9

5

Duolingo: Alex Karp Docet

$DUOL Q2 2025 ER Update

Sep 8 • 

Lorenzo Bastianelli

7

5

1

Crowdstrike: Here We Go, Reacceleration

$CRWD Q2 2025 ER Update

Sep 7 • 

Lorenzo Bastianelli

3

August 2025

Rocket Lab: Just Exit Your Position, If in Doubt

$RKLB Q2 2025 ER Update

Aug 31 • 

Lorenzo Bastianelli

7

1

Nebius: Why I bought Before Earnings

$LMND Q2 2025 ER Update

Aug 25 • 

Lorenzo Bastianelli

6

Mercado Libre: Cementing LatAm Supremacy

$MELI Q2 2025 ER Update

Aug 23 • 

Lorenzo Bastianelli

7

2