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@DrTomsLens Avatar @DrTomsLens Dr. Tomislav Marinovic

Dr. Tomislav Marinovic posts on X about ai, $zetas, $duol, $zeta the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Followers: XXXXX #

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Social Influence

Social category influence stocks XXXXX% cryptocurrencies XXX% finance XXXX% social networks XXXX% technology brands XXXX% celebrities XXXX%

Social topic influence ai 13.73%, $zetas #2, $duol 5.88%, $zeta 5.88%, $pltr #208, $iren #32, level 3.92%, $hims 3.92%, ceo 3.92%, pltr XXXX%

Top accounts mentioned or mentioned by @moneyloanruns @himshouse @luisvonahn @zetaglobal @jakebrowatzke @themotleyfool @maobaobaomby @wise @_visionarius @vaddykai @senseii1010 @marksotoges @alexfrombabylon @nikoliasgoninus

Top assets mentioned Duolingo, Inc. Class A Common Stock (DUOL) ZetaChain (ZETA) Palantir (PLTR) IREN Limited (IREN) Hims & Hers Health, Inc. (HIMS) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Wise (WISE) Amazon.com, Inc. (AMZN) Exxon Mobil (XOM) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"In my view $ZETA's unique value really comes down to three tightly coupled levers: First-party data cloud: Through its platform Zeta ingests rich first-party data from brands and its own data network: what people browse what they show interest in and what they end up buying or canceling. That lets it focus on people who look ready to buy instead of guessing from age demographics or location. Example: on a big retailers site someone spends time comparing a few pairs of running shoes and saves one. Next time they show up Zeta helps the brand show that shoe (or close alternatives) not a generic"
X Link 2025-12-09T19:27Z 2377 followers, 5121 engagements

"In my view $ORCL and $CRWV are the biggest short-term risks for the AI infrastructure sector. With demand this high this level of aggressiveness just isnt justified at this point"
X Link 2025-12-11T14:48Z 2377 followers, XXX engagements

"Why would you even apply a reverse DCF to a growth company using todays FCF as if its steady state when its clearly not Luis recently said $DUOL is balancing three levers monetization user growth and quality of teaching with more focus on the latter two which shows up in cash flow with a lag. With this youre effectively advertising that you don't follow the company and are simply reverse-engineering your own pessimistic view"
X Link 2025-11-29T12:59Z 2373 followers, XXX engagements

"For many brands $ZETA is already the invisible growth engine in the background an AI decision layer that constantly figures out which customer is worth talking to next and does that increasingly better over time"
X Link 2025-12-02T23:56Z 2372 followers, XXX engagements

"My thesis for $HIMS is simple: over time it becomes a gravity well for medical patient data both through its own platform and through partners. That matters a lot in a world of fast-rising multi-agentic AI systems. Imagine a team of a cardiologist agent a neurologist agent and a dermatologist agent each trained to world-class expert level in its own domain all reviewing your longitudinal data debating it and searching for the most likely causes of a condition or even the risk factors for future illness. That level of care is something almost nobody on earth can access today. In a decade or"
X Link 2025-12-03T15:25Z 2372 followers, 10.4K engagements

"$ZETA's CEO giving time to a community member whos done serious work on the company is exactly how you build trust and show respect to shareholders. In contrast as much as I like Carl and $ABCL in my view their shareholder communication is among the worst Ive seen. A CEO with so little to report last call could at least spare an hour a month for investors patiently waiting for the company to deliver or set up a profile on X in 2025"
X Link 2025-12-06T17:00Z 2373 followers, 2554 engagements

"AI-native platform businesses that get structurally better with each new generation of agentic AI: $PLTR AI OS $ZETA growth OS for large enterprises $HIMS personal health OS $DUOL learning OS If better AI can be simply plugged into their proprietary data and decision layers these platforms instantly deliver better outcomes per dollar spent and become increasingly harder to compete with"
X Link 2025-12-07T12:27Z 2373 followers, 2424 engagements

"Even though this is just Phase 1b/2 I see $RXRX's results as an early proof that owning the loop matters: generate the data train the AI models use them to propose candidates validate in the wet lab then feed everything back to refine those models. That TechBio flywheel can become a real structural edge vs experiment-first platforms. To be clear: its still early and we dont have enough clinical outcomes to make definitive claims. But in my view the long-term learning upside is much greater for experimentally validated AI models than for experiment benches alone. In other words it should be"
X Link 2025-12-08T15:00Z 2373 followers, 1543 engagements

"Good point Also looking at the progress SpaceX $RKLB and $ASTS have made in recent years I think it's safe to conclude that the space timelines have become much more compressed compared to XX years ago. This is due to a much larger knowledge base to build on and the fact that more and more problems have become pure engineering problems rather than solving-the-physics problems. In my view data centers in space are one such engineering problem"
X Link 2025-12-11T18:58Z 2372 followers, XXX engagements

"Structurally $ZETA reminds me of $PLTR in a lot of ways. Its not just that the platform is AI-native and gets better with each new generation of AI models its that both platforms are real value-creation amplifiers for large enterprises. Think of it as growth-as-a-service: the better it works for your competitors the less optional it becomes for you"
X Link 2025-12-09T20:08Z 2377 followers, 3771 engagements

"The same people selling $NBIS at $XX and $IREN at $XX will buy $NBIS at $XXX and $IREN at $XX. Thats just how markets work"
X Link 2025-12-11T16:42Z 2377 followers, 12.9K engagements

"I absolutely knew this and had to double check. I knew a guy talking like this wouldnt be able to understand $PLTR as a business before too late. I wish you the best of luck with your business but I also think you might want to upgrade your value creation undestanding models. Feel free to follow happy to help"
X Link 2025-12-12T11:10Z 2377 followers, XX engagements

"Great letter from $WISE.L's CEO and a great write-up which perfectly captures what I care about when picking companies: exceptional leadership customer obsession around real and longstanding acute pains and a flywheel of value creation that grows over time and gets harder and harder to replicate"
X Link 2025-11-17T23:40Z 2373 followers, 1495 engagements

"$IREN is building towards becoming the ExxonMobil of compute: a major supplier of cheap compute for Industry XXX. ExxonMobil today runs at roughly XX% gross margins and about X% net margins. The question is: can $IREN's end game support structurally higher margins than that"
X Link 2025-12-05T19:32Z 2376 followers, XXX engagements

"Big respect to everyone who added $DUOL down there. There arent many true believers left at the bottom but that kind of conviction usually gets rewarded with the best cost basis. Fresh horses we ride"
X Link 2025-12-09T20:27Z 2376 followers, 4761 engagements

"$IREN analysts on this app are increasingly downplaying the threat from orbital data centers. Frankly in the long run $IREN should worry less about space data centers and more about software-native AI clouds undercutting it right here on Earth"
X Link 2025-12-11T20:04Z 2377 followers, 3364 engagements

"One thing Ive learned trying to debate people who are XX% in Bitcoin miners on this app: forward value means very different things to different people. For stock investors its future products services and cash flows. For many ex-Bitcoin investors its simply the belief that the asset will get more scarce and more valuable over time so someone will eventually pay more for it. Same word different language"
X Link 2025-12-12T13:30Z 2377 followers, XXX engagements