Transmedics Group. Every tracked FinTwit mention of $TMDX, newest first. 78 mentions since the first on Oct 14, 2025. See the price chart.
June 2026 · 8 mentions
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Jun 27
Shay Boloor — 10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING
1. $CLPT navigation platform for neurosurgeons
2. $OSS rugged edge compute for the battlefield
3. $OUST eyes & perception for physical…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
Jun 13
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Jun 10
NoLimit — @alc2022 $TMDX has one of the best setups right now. Do your thing.↗
Jun 10
The Assembly — Sometimes it’s just too obvious.
We are currently bullish on $TMDX.
(This image was taken over a week ago. We entered TMDX at $65.50. Everything was shared in the Discord) https:…↗
Jun 10
NoLimit — +35% on $OSCR since we flagged the heavy accumulation.
Healthcare has been left for dead. I expect it to reverse.
In my opinion, $TMDX is next. https://t.co/RfycIHGjAH↗
Jun 6
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives.
S…↗
May 2026 · 18 mentions
May 31
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
May 29
The Future Investors — 𝗧𝗵𝗲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗚𝗮𝗺𝗲 🎯
Let's play a game. Every investor has these 7 types of positions in their portfolio.
We’ll start 👇
🌱 First position: $SHEL
🆕 Newest posi…↗
May 23
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives.
So…↗
The Future Investors — $TMDX TransMedics is investing in PAD Aviation to build a specialized European air and ground logistics network for organ transportation across Europe ✈️🫀🇪🇺 https://t.co/jFHb5lI…↗
Apr 29
Shay Boloor — $TMDX is investing in Germany-based PAD Aviation to build Europe’s first dedicated transplant logistics network.
This is the first step toward replicating its U.S. NOP model in Eu…↗
Apr 25
Shay Boloor — @byron_oja $TMDX is a top 5 position in my growth portfolio↗
Apr 18
InvestmentGuru — The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread -
$RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ
Read this
March 2026 · 2 mentions
Mar 30
InvestmentGuru — The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread -
$RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ
$DLO is a hidden gem — a profi…↗
Mar 23
Dillon Valdez — My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago.
Not paper trades. Not backtested theory. Real money, real positions,…↗
February 2026 · 26 mentions
Feb 27
KaizenInvestor — February Portfolio Recap
February Performance: -15.6%
Year-to-Date (YTD) Performance: -0.9%
If you only looked at February, you might think the sky was falling. A -15.6% drop in…↗
Dillon Valdez — @Brian_Stoffel_ $TMDX was great. Market just can’t price in catalysts yet due to mild uncertainty about the possibility of failure.
I think this team has what it takes to put anot…↗
KaizenInvestor — The 1M performance of the Kaizen portfolio has been crazy. Certainly with 16 different holdings in it.
This last month in my portfolio;
$PL: +69.12%
$RKLB: +73.47%
$IREN: +66.72%…↗
Jan 15
mon — @FilipsMoneyX $TMDX is already on my watchlist.
I am watching over 100 stocks.↗
Jan 13
KaizenInvestor — Portfolio up another 1% today. 2026 has been great so far.
Biggest winners today
$TMDX: +5.98%
$IREN: +5.29%
$FLNC: +2.32% https://t.co/JKWpmfT5e2
December 2025 · 5 mentions
Dec 22
KaizenInvestor — Biotech & Genomics is the 2nd largest growing TAM globally. Despite this potential, the sector remained stagnant in 2025. While capital flooded into AI, pharma was ignored. I expec…↗
Dec 20
KaizenInvestor — Just arrived in South Africa on these numbers, we reclaim 100K 🤩
What a day it was yesterday, Santa arrived at last 🧑🎄
My biggest winners yesterday:
$RKLB: +17.69%
$IREN: +11…↗
The Future Investors — 𝗧𝗿𝗮𝗻𝘀𝗠𝗲𝗱𝗶𝗰𝘀 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $TMDX
EPS: $0.66 vs $0.36 est. ✅
Revenue: $143.8M vs $144.7M est. ❌
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟱
Revenue: $595M-$605M vs $600.52M…↗
Oct 25
The Future Investors — Get ready for the mother of all weeks 🔥
Next week all Big Tech are reporting: $META, $GOOGL, $MSFT, $AMZN and $AAPL 💥
Plus: $BKNG, $V, $ADYEN, $FSLR, $NOW, $TMDX, $MELI, $LLY a…↗
Oct 14
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟲 𝗕𝗲𝘀𝘁 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Healthcare company' are....…↗
July 2025 · 1 mention
Jul 11
Tech Fund — $TMDX to beat with 11% according to William Blair:
"We expect TransMedics to exceed consensus sales and EPS expectations this quarter, with the potential to also raise full-year g…↗
— One of the biggest requests I’ve gotten was for more short-form video content so we launched a new series on the FE YouTube channel where I share 5-10 minute earnings breakdowns.…
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
May 7
KaizenInvestor — For those wondering: I sold my $TMDX shares today. I used the cash to add to my $FLNC position, so my cash position pretty much remains the same: ~15%.
I listened to the $AMPX ea…↗
May 7
Shay Boloor — My full $TMDX earnings takeaway can be found here:
https://t.co/lc9iSIx66N↗
May 7
Shay Boloor — $TMDX deserved to be down after earnings but this pullback feels more like panic pricing than a rational reset.
This is still a company growing ~25% with an FDA-cleared platform,…↗
May 6
KaizenInvestor — Rough set of earnings for me yesterday.
Pre-market
$TMDX: -20%
$WOLF: -12%
$OUST: -6%
Will listen to the earning calls of $WOLF and $OUST on the way home tonight. On first sigh…↗
Shay Boloor — $TMDX Q1 EARNINGS
• Revenue $174M vs Est. $174M
• EPS $0.20 vs Est. $0.58
• Net Income $21M vs Est. $24M
• Gross Margin 58% vs Est. 60%
• Aircraft Fleet: 22
FY26 Guidance
• Rev…↗
May 5
The Future Investors — 𝗧𝗿𝗮𝗻𝘀𝗠𝗲𝗱𝗶𝗰𝘀 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $TMDX
EPS: $0.30 vs $0.61 est. ❌
Revenue: $173.90M vs $174.06M est. ❌
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟲
Revenue: $727M-$757M vs $739.04…↗
May 3
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
The Future Investors — Next week is absolutely packed with major earnings reports on deck 🚀
Monday: $PLTR, $DUOL
Tuesday: $SHOP, $AMD, $ANET, $TMDX
Wednesday: $NVO, $ADYEN, $UBER, $AXON
Thursday: $CRWV…↗
May 1
KaizenInvestor — The rating of my current holdings according to this framework.
$GOOGL: 97/100
Alphabet’s management operates with relentless execution and immense capital discipline. While the sh…↗
May 1
KaizenInvestor — April was probably my best month ever with a return of 48.49%.
Raised some cash this month with the sales of $POET, $HOOD and $CROWD. The only buy I made this month is $FTC.
Wo…↗
InvestmentGuru — The Next 10 Stocks To 10x — Space, Nuclear, Quantum, AI & Clean Energy All In One Thread -
$RKLB $ASTS $OKLO $IREN $CIFR $EOSE $QS $DLO $TMDX $IONQ↗
Apr 5
KaizenInvestor — Kaizen Portfolio update of March. My portfolio was up 6.9% this month.
My top 4 positions outperformed the rest of my porftolio.
$PL reported great Q4 results and are up 45% th…↗
Shay Boloor — This cycle keeps punishing companies that beat on growth but reinvest aggressively to fuel long-term demand because margins compress in the short term and the market hates that tra…↗
mon — $TMDX delivered incredible earnings results.
EPS beat expectations by over 600%.
Insiders have been buying as well.
I think this stock is a great safe-haven option.↗
KaizenInvestor — As an $TMDX shareholder, I'm really happy about last quarter. I just went through the whole report and here are my thoughts on Q4 and 2025 in general for Transmedics.
1. The Nati…↗
Feb 24
Shay Boloor — $TMDX revenue has grown at ~88% CAGR over the past 5 years https://t.co/EJSet4K9Pg↗
Feb 24
The Future Investors — 𝗧𝗿𝗮𝗻𝘀𝗠𝗲𝗱𝗶𝗰𝘀 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $TMDX
EPS: $2.62 vs $0.37 est. ✅
Revenue: $160.76M vs $154.95M est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟲
Revenue: $727M-$757M vs $725.04…↗
Feb 24
KaizenInvestor — $TMDX delivered a stellar report, sending the stock up 9%.
Their organ-in-a-box tech and in-house aviation network are transforming transplant logistics. Revenue jumped 32% this…↗
Feb 24
Shay Boloor — $TMDX Q4 EARNINGS
• Revenue $161M vs Est. $155M
• EPS $0.54 vs Est. $0.37 (backing out tax benefit)
• Net Income $21M vs Est. $15M (backing out tax benefit)
• Aircraft Fleet: 22…↗
Feb 21
The Future Investors — Get ready for a crazy week ahead — packed with earnings, with $NVDA as the absolute highlight 🔥
More earnings 📊👇
Monday: $HIMS
Tuesday: $AXON, $MELI, $FSLR, $TMDX
Wednesday: $S…↗
Feb 20
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
Feb 9
The Future Investors — $TMDX TransMedics received full FDA IDE approval for its OCS ENHANCE Heart trial. The study will show OCS Heart perfusion’s advantage over cold storage and expand heart transplant…↗
Feb 9
Shay Boloor — $TMDX gets full FDA IDE approval to launch the next-gen OCS Heart ENHANCE trial.
Another step toward expanding its moat in organ transport and perfusion. https://t.co/FQS4wKRkcm↗
Feb 7
Shay Boloor — FAVORITE 10 NAMES UNDER $10B
1. $ONDS drone connectivity layer
2. $CIFR landlord of the AI utility era
3. $JMIA scaling logistics across Africa
4. $LMND AI-native insurance platfo…↗
Feb 2
KaizenInvestor — Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 year…↗
KaizenInvestor — The Kaizen Portfolio ends green again 🟢
Biggest winners today:
$CRWD: +4.49%
$PL: +3.53%
$TMDX: +3.37% https://t.co/bsb8N3eyCK↗
Jan 6
KaizenInvestor — Another great day for the Kaizen portfolio. Up 2.02% today 🟢
My biggest winners today:
$RKLB: +10.1%
$ASM.AS: +8.46%
$TMDX: +5.06%
Well above the 100K mark now, hopefully we kee…↗
Jan 3
Shay Boloor — MY TOP 10 GROWTH PORTFOLIO POSITIONS ENTERING 2026
1. $RKLB building the future of space logistics
2. $CLPT providing a navigation platform for neurosurgeons
3. $JMIA scaling e-co…↗
Jan 1
Shay Boloor — ANNUAL PORTFOLIO UPDATE
• Growth Portfolio: +$433,846 | +76%
• $ARKK +36%
• $QQQ +20%
• $SPY +16%
Top 5 positions entering 2026:
1. $RKLB building the future of space logistics…↗
— My top 10 growth stocks below $10B market cap going into 2026
1. $PL - Intelligent satellite imaging
2. $IREN - renewable AI infrastructure
3. $HIMS - personalized telehealth pla…