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@DrTomsLens Avatar @DrTomsLens Dr. Tomislav Marinovic

Dr. Tomislav Marinovic posts on X about $zeta, $rbrk, $iren, $nbis the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks XXXX% cryptocurrencies XXXX% finance XXXX% technology brands XXXX% exchanges XXXX% automotive brands XXXX% celebrities XXXX% travel destinations XXXX% countries XXXX%

Social topic influence $zeta #61, $rbrk #36, $iren #76, $nbis #37, infrastructure #1594, $rxrx #7, cash flow #178, $abcl #8, longterm #128, $zetas #3

Top accounts mentioned or mentioned by @yodastockinvest @redebtlawyer @reesespieces401 @a_may_md @mvcinvesting @alc2022 @nattetosti069 @ihooghvorst @amaymd @steved24661 @tigerstrat @mbhogan @dividendtalks @grok @carterjared660 @culturalsamura1 @elonmusk @ashton1nvests @thelonginvest @therealreeb74

Top assets mentioned ZetaChain (ZETA) Rubrik, Inc. (RBRK) IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX) Palantir (PLTR) Hims & Hers Health, Inc. (HIMS) Danaher Corporation (DHR) Advanced Micro Devices (AMD) Tesla, Inc. (TSLA) Novo-Nordisk (NVO) Spotify Technology (SPOT) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) Eos Energy Enterprises, Inc. (EOSE)

Top Social Posts #

Top posts by engagements in the last XX hours

"Being an investor with a full-time job forces you to build something rare and valuable: data-driven intuition. When you cant track every tweet or headline you learn to lean on first principles: how industries evolve how value is created and what drives free cash flow over time. Mental models like that dont expire with the news cycle. They sharpen over time through trial and error. And in todays market that can be a real edge. Innovation is moving faster than most can follow: across AI infrastructure space biotech advanced manufacturing. Even full-time pros struggle to keep up. Even within one"
X Link @DrTomsLens 2025-10-14T19:36Z 1812 followers, 1346 engagements

"$AMD is up XX% pre-market and this feels like just the beginning. @alc2022 saw it coming years ago. Nothing more to say"
X Link @DrTomsLens 2025-10-06T12:00Z 1812 followers, 16.6K engagements

"What if your next purchase doesnt happen on a website but through a livestream from a trusted creator with an AR try-on in your smart glasses Sounds futuristic Well it's already happening. And $ZETA is quietly building for it. Live shopping is no longer niche. Its one of the fastest-growing ecommerce formats in the U.S. projected to hit $7080B by 2030. In Asia its already mainstream. But this shift isnt just about livestreams. Its about how people will shop over the next decade: In real-time on phones or meta glasses From creators they trust With questions answered live Discounts offered on"
X Link @DrTomsLens 2025-10-12T23:18Z 1812 followers, 1625 engagements

"Yesterday I argued that owning the feedback loop like $RXRX and $ABCL do could give them a long-term structural advantage over model-first approaches in drug discovery. This article indirectly supports that thesis. Turns out just adding more biological data to protein models (pLMs) doesnt guarantee better results unless you also manage data diversity redundancy and evaluation rigor. There are exceptions but not many. Key takeaway: more data isnt enough. Better-composed data and tighter feedback loops are more important. When a company owns the full loopfrom targeted data generation to model"
X Link @DrTomsLens 2025-10-16T19:15Z 1814 followers, 2769 engagements

"$RBRK: The Most Overlooked AI Opportunity As AI continues to scale exponentially everyones talking about exploding data center businesses like $NBIS and $IREN or energy providers racing to meet insatiable power demand. But few are talking about the companies protecting the data inside those data centers. Thats where Rubrik comes in. Unlike traditional cybersecurity firms focused on stacking protective walls Rubrik assumes that breaches will happen and designs its systems to recover quickly and safely after the attack begins. It isnt just about prevention its about resilience. Rubriks"
X Link @DrTomsLens 2025-10-05T20:26Z 1806 followers, 1762 engagements

"The underlooked part of $ZETA's value proposition isnt just that its platform is built around AI its that AI itself could enable a 4-day workweek for many workers as Jensen Huang suggested. That shift would likely increase average screen time per person and with it the odds of purchases driven by $ZETA's personalized targeted offerings. By that point $ZETA may know your shopping intent better than you do"
X Link @DrTomsLens 2025-10-15T05:56Z 1815 followers, 1400 engagements

"Congrats to $IREN bulls on these big (unrealized) gains. Just to clarify my comments from yesterday which seem to have been misunderstood: I believe $IREN is an exceptional business for this particular moment in time positioned to grow explosively as demand for compute scales exponentially. Their vertical integration with direct ownership of a significant portion of land and infrastructure favorable long-term renewable energy contracts and data center operations with industry-leading power usage efficiency (PUE) put them in a unique position to essentially print data centers. On top of that"
X Link @DrTomsLens 2025-10-07T13:50Z 1811 followers, 3398 engagements

"Agent Rewind: $RBRK's Undo Button for Agentic AI Most companies today are introducing AI agents into their workflows and for good reason. Agents automate repetitive and time-consuming tasks cut costs minimize human error and even improve decision-making. But the increasingly common warning never trust an LLM becomes especially ominous when it comes to security. Agents can screw up. And when they do they can screw up big time. Were talking about deleting databases pushing broken configs to production or triggering expensive cloud workflows all without human oversight. This isnt hypothetical."
X Link @DrTomsLens 2025-10-06T23:33Z 1811 followers, 1421 engagements

"Been watching $ZETA Investor Day. This is a seriously impressive business. What started as a martech platform has clearly outgrown that label and is evolving into something much bigger: a full-scale business ontological intelligence platform. There are real parallels to $PLTR here. Zeta is building something foundational: a system that doesnt just manage marketing but helps enterprises understand and act on the deep structure of their customer and operational data. Soon this ones going to be all over your feed"
X Link @DrTomsLens 2025-10-08T13:57Z 1812 followers, 10.8K engagements

"Last month $ZETA CEO David Steinberg casually dropped this: One agent handles targeting across trillions of data points. Another picks the best place to reach that exact person. A third agent does real-time attribution and informs the first two. I thought X + X would equal four and X + X + X would be maybe X or X. Turns out X + X is 10x. And X + X + X is 100x smarter. Zeta is building combinatorial agentic intelligence where AI agents dont just operate in parallel they reinforce and amplify each other in real time. According to Steinberg most legacy marketing clouds are just layering AI onto"
X Link @DrTomsLens 2025-10-11T15:03Z 1817 followers, 1295 engagements

"Reminder: $IREN is ripping and they dont even have a single AI or orchestration job listed. Not dismissing their renewable energy leverage but come on. This says a lot about where this industry is right now"
X Link @DrTomsLens 2025-10-06T16:52Z 1810 followers, 5082 engagements

"The Vault That Wont Open for Thieves: $RBRK Explained It begins with an alert at 3:14 a.m. The security team confirms the devastating news: a ransomware attack has encrypted critical systems across the organization. As the CIO reaches the emergency response center the questions hit hard: How far has it spread Has it affected only on-premises systems or has it moved into cloud and SaaS platforms Did attackers expose sensitive data Do we have clean backups How soon can we recover For teams facing this nightmare the stakes are existential. The lead engineer opens backup consoles juggling VPNs"
X Link @DrTomsLens 2025-10-05T18:37Z 1811 followers, 1746 engagements

"I could listen to $ABCL CEO Carl Hansen all day. The insight foresight and logicjust incredible. Theres something different about Applied Physics PhDs. Ive met a few of these. They see the world on another level"
X Link @DrTomsLens 2025-08-01T21:17Z 1811 followers, 14.3K engagements

"$ZETA: Strongly seasonal but the trend is unmistakably up and to the right. Quarter after quarter they havent just grown theyve beaten revenue expectations. XX quarters in a row. Even through post-COVID supply chain shocks rate hikes and macro uncertainty the pattern holds: Guide Beat Raise. And this is telling because Zeta is one of the rare businesses where macro headwinds can turn into tailwinds. When the broader market pulls back many companies double down on marketing to protect margins and that plays directly into $ZETA's hands. Right product. Right time. Right execution. $ZETA is"
X Link @DrTomsLens 2025-10-08T21:38Z 1810 followers, 4771 engagements

"💊 Modern drug discovery isnt one-size-fits-all. Its evolving in three distinct directions: X. AI-First Platforms like Recursion $RXRX: This starts with AI. Recursion combines massive biological datasets with computer models and runs its own automated wet labs to test drug candidates. Its a closed-loop system: AI proposes lab tests and validates results feed back AI improves. All of this happens in-house allowing for fast iterative cycles. X. Biology-First Platforms like AbCellera $ABCL: This starts with biology. AbCellera uses microfluidics and single-cell tech to isolate promising"
X Link @DrTomsLens 2025-10-15T18:35Z 1814 followers, 1767 engagements

"$ZETA made its pivot into AI-native marketing intelligence back in 2017 at a time when only hardcore tech enthusiasts were paying attention to AI. Their CEO David Steinberg recently shared this story: When we went public in 2021 the banner we put on the New York Stock Exchange said: Data + AI = Intent. Everyone kept asking Whos AL and why is he in charge of your data policy At that time the market wasnt ready for AI. But Zeta started (too) early regardless. And now post-LLMs especially reasoning models (which in my opinion are the single most important invention of this decade) AI has gone"
X Link @DrTomsLens 2025-10-10T09:05Z 1812 followers, 1552 engagements

"Called it yesterday. Just didnt expect the feed to go full $ZETA overnight. One day early still counts as early right"
X Link @DrTomsLens 2025-10-09T13:04Z 1807 followers, 2382 engagements

"$RBRK: The Cyber Resilience Layer for Physical AI As autonomous driving technologies like $TSLA's FSD $NBIS's Avride as well as humanoid robots like Tesla Optimus Figure or Boston Dynamics continue to evolve theyre becoming mini data centers on wheels and legs. These systems: Generate TBs of data per day per unit with fleets reaching petabyte scale Are cloud-connected for updates telemetry and MLOps while running real-time inference on-device Rely on continuous AI processing for safe operation Thats a massive new cyberattack surface and its only getting bigger. When the stakes are physical"
X Link @DrTomsLens 2025-10-05T22:44Z 1812 followers, 1372 engagements

"I dont usually comment on daily price moves. But after months of trading like a memecoin todays $HIMS breakout following a big announcement whether it holds or not feels different. It feels like a signal. Big capital is starting to wake up to the long-term potential here the kind that could lead to exponential free cash flow growth. That said lets be real: this is still the groundwork phase. As Ive said before I believe the true inflection point is still 1824 months away as the next growth verticals are yet to kick in: TRT and menopause At-home lab testing + AI doctor Peptides International"
X Link @DrTomsLens 2025-10-15T19:34Z 1814 followers, 1794 engagements

"Choosing a cloud for AI is like choosing a gym. You can go with $IREN a basic gym next to a solar power plant with lots of space and dumbbells of all sizes and a do-it-yourself setup. Or $NBIS a full-service fitness center with personal trainers and nutritionists sauna and wellness progress-tracking apps and all the necessary certifications. Both will make you stronger. One gets you there faster safer and smarter. So ask yourself: Which gym will have more paying members five years from now"
X Link @DrTomsLens 2025-10-16T20:23Z 1814 followers, 6983 engagements

"To $HIMS bears: Just checking is that $NVO lawsuit still definitely coming this year I remember many legal experts here a few months ago. Did AI disrupt that business too"
X Link @DrTomsLens 2025-10-15T20:05Z 1814 followers, 1219 engagements

"$ZETA brought two GOATs Tom Brady and Serena Williams as keynote speakers for Zeta Live. Will that directly drive revenue Hard to say. But coming just after yesterdays Investor Day the signal is clear: Zeta sees this as an inflection point. The foundation is built. The category shift is underway. Theyre ready to lead in AI-native marketing intelligence and they want the world (and the market) to know it. Its a flex. But its also a moment of serious positioning. And this is something Ive never fully understood about $HIMS. Partnering with someone like Carlos Alcaraz wouldnt just be about"
X Link @DrTomsLens 2025-10-09T19:32Z 1810 followers, 1730 engagements

"$ZETA's value proposition isnt that it uses AI its that the entire platform is AI-native. From data ingestion to campaign orchestration everything is built around multi-agent intelligence. Not AI layered on top but AI embedded end-to-end. Legacy players are enhancing 2010s-era marketing stacks with AI. Zetas platform is AI. And theres a big difference between being AI-enhanced and being AI-native. So investing in $ZETA is essentially a bet that native intelligence will outperform add-on intelligence even if the incumbents dominate in scale stature and market share today. Its a similar thesis"
X Link @DrTomsLens 2025-10-11T20:44Z 1814 followers, 3383 engagements

"@Fickifacki123 Same thinking I wouldnt rule out AI driving even greater compute scarcity than what were seeing today. But in a balanced compute world $IREN is years behind"
X Link @DrTomsLens 2025-10-16T20:36Z 1814 followers, XXX engagements

"Bioprocess 5.0: Where AI Automation and Sustainability Meet Drug Manufacturing Cytiva and other biomanufacturing leaders are pushing the industry into a new era: Bioprocess XXX. Earlier I wrote about Cytiva a subsidiary of Danaher or $DHR as one of the most essential but low-profile players in biotech. While it doesnt make drugs itself Cytiva builds the platforms that power modern drug discovery and manufacturing. By integrating AI into lab workflows it helps biopharma companies develop therapies faster and more efficiently. The Bioprocess XXX biomanufacturing paradigm isnt just about speed."
X Link @DrTomsLens 2025-09-17T05:31Z 1810 followers, 1904 engagements

"This isnt just a tech upgrade. Its a re-architecture of science itself Chris Gibson CEO of $RXRX speaking today at GITEX Global 2025 in Dubai. In a packed keynote Gibson made the case that TechBiothe fusion of AI biology and automationwill fundamentally reshape how we discover and develop next-generation drugs. His core message: When you combine massive proprietary biological datasets with next-gen AI you dont just speed up discovery; You begin to understand biology at a scale that was once unimaginable. Thats the $RXRX bet in one line. This isnt just about faster drug development. Its about"
X Link @DrTomsLens 2025-10-15T17:00Z 1811 followers, 3665 engagements

"Just in from $ZETA Investor Day: Zetas growth isnt about chasing new customers its about deepening existing relationships. This chart shows Scaled Customer ARPU (revenue per enterprise client with $100k trailing twelve months or TTM spend) by customer tenure. Zeta earns 35x more from clients that stay 5+ years than from those in year one and these long-tenured customers now account for XX% of TTM revenue. For customers to keep expanding their spend with Zeta over time at least one of the following is likely true: X. Theyre getting results: measurable ROI with better conversion and lower"
X Link @DrTomsLens 2025-10-08T15:42Z 1812 followers, 5209 engagements

"Millions of people use iPhones because iOS offers a slightly better user experience than Android. Millions switched to $SPOT for the very same reason. And yet many of those same people reject the idea that $DUOL's slight UX edge built over years of real teaching data can create durable advantage over bare LLMstrained on none"
X Link @DrTomsLens 2025-10-08T22:06Z 1815 followers, 1138 engagements

"AI & Neuroscience: A Double Helix of EvolutionSoon in $NBIS' Cloud Earlier this year I attended a conference in Split Croatia that left a lasting impression. While venture capitalists poured $110B into AI startups in 2024 chasing the next ChatGPT or AI-powered hedge fund the most profound conversations about intelligence were happening elsewhere: in a sunlit conference center in the iconic city on the Adriatic coast. This wasnt another flashy demo day. It was the 6th International Conference on the Mathematics of Neuroscience and AI a gathering of world-class scientists engineers and"
X Link @DrTomsLens 2025-09-26T22:33Z 1811 followers, 5424 engagements

"$RBRK's unique value proposition is simple but powerful: fight nefarious AI threats with good AI. As attackers increasingly weaponize AI to automate phishing evade detection and escalate intrusions defenders cant rely on static playbooks. Security needs to be intelligent semi-automated and adaptiveimproving over time just like the threats it faces. Thats where Rubrik comes in. Its cyber resilience approach starts with a key assumption: breaches will happen even with the best defenses. The real question is: what happens then Rubriks AI-powered platform detects anomalies hunts for indicators of"
X Link @DrTomsLens 2025-10-12T09:55Z 1814 followers, 1608 engagements

"According to recent reports $ORCL lost nearly $XXX million on $NVDA rentals last quarter. So let's break down what happened and answer whether a deal with $NBIS similar to $MSFT's would solve this problem for Oracle. First what happened: Oracle has been aggressively investing in Nvidias high-end Blackwell GPUs to scale its AI cloud platform called Oracle Cloud Infrastructure (OCI). These chips are expensive millions of dollars per rack and come with significant power cooling and infrastructure costs. Oracle made the bet that demand would catch up quickly but it didnt. With underutilized GPUs"
X Link @DrTomsLens 2025-10-07T16:59Z 1810 followers, 4419 engagements

"Just discovered what looks like a hidden gem of biotech. Cytiva a subsidiary of Danaher ( $DHR ) is one of the most essential yet low-profile players in biotech. Acquired in 2020 through Danahers purchase of GE Healthcares life sciences division Cytiva delivers the tools systems and expertise that aid drug discovery and biomanufacturing. It doesnt make drugs itself but by building the platforms and integrating AI into lab workflows it helps biopharma companies develop therapies faster and more efficiently. Cytivas core offerings include the KTA chromatography systems used to purify proteins"
X Link @DrTomsLens 2025-08-19T17:55Z 1810 followers, 2965 engagements

"@youandifly Which one Not sure about $IREN's pricing"
X Link @DrTomsLens 2025-10-16T20:37Z 1814 followers, XXX engagements

"Currently learning about and sharing insights on $ZETA and $RBRK fascinating businesses. Thinking $PRME or $EOSE could be next. Curious which one(s) are you most interested to hear about"
X Link @DrTomsLens 2025-10-08T22:30Z 1811 followers, 5004 engagements