Jonah Lupton ✓

@JonahLupton · Boston / NYC / Miami · joined 29 Apr 2008

CEO/CIO at @LuptonCapital and @FirstWaveFund, long-biased hedge fund, focused on undervalued growth stocks that can triple within 3 years, we love big catalysts

554 252Followers

2 866Following

193 467Posts total

6.4MViews on collected posts

Against accounts of the same size

18 posts from the last 90 days, next to the 100K–1M follower range. below its peers on both reach and engagement.

Median views9 560this account6 139median for 100K–1M

Reach, %1.72%this account2.61%median for 100K–1M

Engagement, %0.29%this account1.39%median for 100K–1M

Metric	This account	Median for 100K–1M	Ratio
Median views per post	9 560	6 139	1.56×
Reach (views ÷ followers)	1.72%	2.61%	0.66×
Engagement rate	0.29%	1.39%	0.21×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

2.6K23 Jul

3.5K

4.3K

5.4K

5.7K

7.3K

6.8K

130.1K30 Aug

33.8K2 Sep

87.2K

21.3K

43.3K3 Sep

26.9K

24.5K

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.16%23 Jul

0.09%

0.07%

0.30%

0.19%

0.32%

0.27%30 Aug

0.24%2 Sep

0.18%

0.42%

0.55%3 Sep

0.31%

0.48%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 1.39%.

What the audience does

Likes51.8%2 984 in total

Reposts8.2%473 in total

Replies4.9%283 in total

Quotes0.5%27 in total

Bookmarks34.7%1 998 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

Token prices dropping will increase demand exponentially!!! Let’s use storage (per GB) as an example… Over the past 20 years the cost of storage has decreased by 98% however over that same time frame the demand for storage has increased by 120,000% Token prices dropping is 24.5K views · 94 likes · 15 reposts · 10 replies 03 Sep 2026 AI token prices just dropped below $1 for the first time ever Bloomberg is framing this chart as a warning sign for the AI trade. I think they have it completely backwards This is one of the most bullish charts in the market and here's why: Tokens are the input cost of every h 26.9K views · 56 likes · 9 reposts · 11 replies 03 Sep 2026 Capex payback period for the neoclouds... especially $NBIS ...is getting shorter and shorter... this is a post from Reddit https://t.co/btLqMAhFCr 43.3K views · 208 likes · 13 reposts · 12 replies 03 Sep 2026 $AVGO is crushing it 🔥 these numbers are just wild and this is with some supply constraints and bottlenecks. https://t.co/7iV61Ew8AZ 21.3K views · 79 likes · 1 reposts · 10 replies 02 Sep 2026 Based on conversations with the sell side, talking to management teams, listening to earnings calls and compiling some of the whisper numbers floating around... my 2027 hyperscaler capex estimate is now at $1.5 trillion and here's the breakdown: $AMZN $350B $GOOG $350B $MSFT 87.2K views · 138 likes · 4 reposts · 13 replies 02 Sep 2026 $AVGO (Broadcom) down -4% AH because FY2026 Q4 guidance was a little light but these FY2026 Q3 numbers are very impressive... Revenues up +86% YoY Operating income up +92% YoY Net income up +95% YoY EPS up +96% YoY Meanwhile the stock trades 22x NTM EPS 😂 Chart looks https://t 33.8K views · 65 likes · 7 reposts · 8 replies 02 Sep 2026 Walking to a restaurant right now so I'm typing as fast as possible… $NBIS is best in class for many reasons… if their strategy was just to keep doing hyperscaler deals I’d be less bullish but I believe they’re one of the few neoclouds (or neoscalers) that has a truly 130.1K views · 308 likes · 17 reposts · 30 replies 30 Aug 2026 $TSLA found support in the right place... fibs, trendline https://t.co/tvJlk2fIHF 6.8K views · 21 likes · 1 reposts · 0 replies 23 Jul 2026 $GOOG / $GOOGL found support in the right place... 200d, fibs, trendline, VWAP https://t.co/RybQdDQ90z 7.3K views · 21 likes · 1 reposts · 1 replies 23 Jul 2026 Big support area for $DXYZ https://t.co/NK3rg0tOfO 5.7K views · 9 likes · 0 reposts · 1 replies 23 Jul 2026 $NOW looks interesting here on the pullback to the .786 fibs from March lows to June highs https://t.co/LjiyS78icJ 5.4K views · 12 likes · 1 reposts · 3 replies 23 Jul 2026 $TSLA now trying to bounce off VWAP from March lows... inside the channel... with 50% fibs retracement just below https://t.co/qssvzyuWzu 4.3K views · 2 likes · 0 reposts · 1 replies 23 Jul 2026 $TSLA about to test VWAP from March lows https://t.co/tEICJWRfSG 3.5K views · 1 likes · 0 reposts · 2 replies 23 Jul 2026 Big spot for $GOOG, testing the 200d https://t.co/HC2iFP0i4o 2.6K views · 3 likes · 0 reposts · 1 replies 23 Jul 2026 Big spot for $ISRG, testing the 100m and trendline from 2020/2022 lows https://t.co/QPcaplZ3hc 3.1K views · 10 likes · 0 reposts · 3 replies 23 Jul 2026 @JonahLupton @FirstWaveFund It looks like you may be vastly underestimating $NBIS and $IREN top line and vastly overestimating their short term profitability. What gives you the indication that they are going to slow expansion, slow capex, and focus on margins at this stage? 3.4K views · 7 likes · 0 reposts · 2 replies 20 Jun 2026 Will be fun to look back in 2-3 years and see how close my estimates were on each of these. 11.9K views · 49 likes · 2 reposts · 1 replies 19 Jun 2026 Every couple of months I post our top positions at @FirstWaveFund and since we sent our May investor letter a few days ago I don’t mind sharing those positions... here are the top 12 in alphabetical order: AAOI, ALAB, APP, CRDO, HIMS, HROW, IREN, MELI, MU, NBIS, RDDT, TMDX All 2.2M views · 710 likes · 246 reposts · 78 replies 19 Jun 2026 double breakout for $IREN https://t.co/6rFMcBAjTx 22.4K views · 44 likes · 3 reposts · 5 replies 05 May 2026 @JonahLupton You are doing 2-3 year point to point investing in a private fund structure like I am. I started this particular fund in Jan 2023. 11K views · 47 likes · 0 reposts · 1 replies 11 Mar 2026 Some of you know that I launched a hedge fund several months ago (early November). We run a long/short strategy, focused on owning the 20-40 growth stocks that we believe have the most upside over the next 2-3 years... this means they need to have great fundamentals, strong 3.2M views · 915 likes · 130 reposts · 71 replies 11 Mar 2026 I continue to think $HROW is one of the most undervalued / mispriced growth stocks in the entire market. $HROW is down -33% in the past couple weeks, now trading at 15x NTM ev/ebitda... despite management saying CY2026 revenues will be up +32% YoY (midpoint of guidance) and 589.6K views · 185 likes · 23 reposts · 19 replies 11 Mar 2026