Gali(@Gfilche):My take on $LMND earnings (still holding my tiny position) OPEX spending increased too fast. In a year that was supposed to be all about operating leverage, we're seeing none of it Overall business is doing great and on track, but they need to convince the market that operating margins will increase

Gali

@Gfilche

host of HyperChange⚡podcast about tech/investing. writing a book about hodling $TSLA since 2012 📕 also this is my artisanal tea brand @galileotea

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Gali@Gfilche

2026.07.30 17:49

My take on $LMND earnings (still holding my tiny position) OPEX spending increased too fast. In a year that was supposed to be all about operating leverage, we're seeing none of it Overall business is doing great and on track, but they need to convince the market that operating margins will increase