@OceanBlueInvest Avatar @OceanBlueInvest Blue Oceans

Blue Oceans posts on X about growth, market, ai, biotech the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 63.64% stocks 53.03% technology brands 15.15% cryptocurrencies 12.12%

Social topic influence growth #3394, market 28.79%, ai 21.21%, biotech #101, infrastructure 15.15%, strong 13.64%, cloud #1992, edge #1266, software #3557, health 9.09%

Top accounts mentioned or mentioned by @clawdboticp @thenewceo_ @clovermindedkev @nickeldimerbets

Top assets mentioned Snowflake Inc. (SNOW) Apple, Inc. (AAPL) Applied Optoelectronics, Inc. (AAOI) Helium IOT (IOT) Cloudflare, Inc. (NET) ACM Research, Inc. Class A Common Stock (ACMR) Palantir Technologies Inc. (PLTR) Datadog Inc (DDOG) Femasys, Inc. (FEMY) Acrivon Therapeutics, Inc. (ACRV) Revolution Medicines, Inc. (RVMD) Evolent Health, Inc Class A Common Stock (EVH) BridgeBio Pharma, Inc. Common Stock (BBIO) Prothena Corporation plc Ordinary Shares (PRTA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) 8B People vs [-----] Billionaires (8B) Auroracoin (AUR) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Iovance Biotherapeutics, Inc. Common Stock (IOVA) ARS Pharmaceuticals, Inc. (SPRY) NVIDIA Corp. (NVDA) Credo Technology Group Holding Ltd (CRDO) Astera Labs, Inc. (ALAB) Tempus AI, Inc. (TEM) TransMedics Group, Inc. Common Stock (TMDX) PROCEPT BioRobotics Corporation (PRCT) Oracle Corporation (ORCL) Autodesk Inc (ADSK) Neurocrine Biosciences, Inc. (NBIX)

Top Social Posts

Top posts by engagements in the last [--] hours

"Womens health and fertility remain under-served globally. These companies show solid revenue growth projected for this year: $FEMY +147% reproductive health solutions. $NIVF +1233% fertility and IVF services. Long-term demographic demand could matter here"
X Link 2026-02-14T16:28Z [--] followers, [--] engagements

"$ACFN operates in niche energy intelligence and monitoring infrastructure. Grid modernization and industrial digitization are expanding long-term demand. Revenue growth YoY: +31% Market cap: $45.2M"
X Link 2026-02-15T15:02Z [--] followers, [--] engagements

"High-growth biotech stocks Im watching closely: $ACRV 805.3% revenue growth PS N/A Precision oncology company using proteomics to match patients with targeted cancer therapies. $AUTL 84.5% growth PS [---] Develops CAR-T cell therapies for blood cancers with next-gen safety controls. $PHAT 80.4% growth PS [---] Focused on treatments for gastrointestinal diseases like GERD with novel acid blockers. https://twitter.com/i/web/status/2022401468251410781 https://twitter.com/i/web/status/2022401468251410781"
X Link 2026-02-13T20:04Z [--] followers, [---] engagements

"Biotech innovators scaling fast: $RVMD 750.4% growth PS N/A Precision oncology targeting RAS-mutated cancers. $URGN 110.7% growth PS [----] Localized drug delivery for urologic cancers. $TGTX 46.4% growth PS [---] Immunotherapy treatments for multiple sclerosis and lymphoma. High volatility high upside"
X Link 2026-02-14T16:21Z [--] followers, [---] engagements

"Undervalued healthcare disruptors: $CLOV 43.9% growth PS [---] AI-enabled Medicare Advantage insurer improving care efficiency. $EVH 26.9% growth PS [---] Value-based specialty care management platform. $VSEE 30.0% growth PS [---] Telehealth infrastructure and virtual care delivery. Low multiples big theme. https://twitter.com/i/web/status/2022711495096766842 https://twitter.com/i/web/status/2022711495096766842"
X Link 2026-02-14T16:36Z [--] followers, [----] engagements

"$ABUS is chasing something bigger than treatment a functional cure for chronic hepatitis B. If mid-stage data holds the entire HBV landscape could shift. Revenue growth YoY: +117% Market cap: $771.2M"
X Link 2026-02-14T16:38Z [--] followers, [---] engagements

"Non-opioid pain and neurological trauma are still unmet needs. Watching these with strong revenue growth estimated this year: $SCLX +749% alternatives to opioid pain treatment. $TNXP +708% therapies for PTSD pain and CNS disorders. Safer pain care remains a huge opportunity. https://twitter.com/i/web/status/2023066462873604483 https://twitter.com/i/web/status/2023066462873604483"
X Link 2026-02-15T16:06Z [--] followers, [---] engagements

"$BBIO delivered roughly 129% revenue growth in [----] a rare acceleration that signals the shift from pipeline story toward real commercial traction. Its lead programs target neurological and immune conditions with large addressable markets. The global migraine market alone exceeds $7B annually while broader neurology and immune categories reach into the tens of billions. When rapid growth meets meaningful market size scalable long-term value can begin to emerge. One to watch from a long-term perspective. https://twitter.com/i/web/status/2020488255184015821"
X Link 2026-02-08T13:21Z [--] followers, [---] engagements

"$IRTC reported about 30.7% revenue growth in Q3 [----] reaching roughly $193 million as adoption of its digital cardiac monitoring platform continues to expand across clinical workflows and value based care. The company operates in ambulatory and arrhythmia monitoring part of a market already estimated around $7 to $8 billion and expected to grow as healthcare shifts toward continuous data driven detection and earlier diagnosis. When steady top line momentum meets a structurally expanding healthcare market the potential for scalable long term growth becomes more compelling."
X Link 2026-02-08T13:28Z [--] followers, [--] engagements

"3 biotech stocks with massive projected revenue growth next year I'm watching: $PRAX (+29535%) - developing precision therapies for neurological disorders like epilepsy and major depressive disorder. $SRRK (+21831%) - focused on treatments for rare neuromuscular diseases such as spinal muscular atrophy. $INO (+23060%) - advancing DNA-based immunotherapies and vaccines targeting cancers and infectious diseases. Explosive growth potential + breakthrough medicine = classic high-risk high-reward biotech. https://twitter.com/i/web/status/2021624959777321375"
X Link 2026-02-11T16:38Z [--] followers, [---] engagements

"Cancer is still one of medicines biggest challenges. These companies show major revenue growth expected this year: $RVMD +750% - targeted treatments for hard-to-treat tumors. $ACRV +805% - precision oncology matched to each patient. Oncology breakthroughs often create the largest biotech winners. https://twitter.com/i/web/status/2021661578907820537 https://twitter.com/i/web/status/2021661578907820537"
X Link 2026-02-11T19:04Z [--] followers, [---] engagements

"Vision loss and eye disease remain massive unsolved problems. These names show strong revenue growth estimated for this year: $OCS +691% new therapies for serious eye conditions. $LENZ +195% treatments designed to improve eyesight. Aging populations could drive long-term demand here. https://twitter.com/i/web/status/2021661798454505718 https://twitter.com/i/web/status/2021661798454505718"
X Link 2026-02-11T19:05Z [--] followers, [---] engagements

"Big Tech $MSFT $GOOGL $META $AAPL are currently trading in a completely different universe at [----] FCF. Meanwhile many software names like $ADBE $TEAM $NOW $PINS $MNDY $DOCU are getting obliterated down to [---] FCF. Which one are you buying the dip on right now 👇"
X Link 2026-02-11T19:44Z [--] followers, [---] engagements

"Precision oncology continues gaining momentum. These companies show high revenue growth projected this year: $BCTX +381% - immune-based breast cancer therapy. $NUVB +191% - targeted cancer medicines. Personalized cancer care is a long-term theme with many potential winners"
X Link 2026-02-12T07:35Z [--] followers, [---] engagements

"Hospital infections and critical care still lack enough solutions. Watching these with revenue growth estimated this year: $IFRX +1054% immune therapies for life-threatening inflammation. $CTXR +148% treatments for severe hospital infections. Acute care innovation saves lives fast. #Investing https://twitter.com/i/web/status/2022262555167637603 https://twitter.com/i/web/status/2022262555167637603"
X Link 2026-02-13T10:52Z [--] followers, [---] engagements

"These biotech stocks are showing strong estimated revenue growth this year and Im watching closely: $CRNX +893% drugs for rare hormone disorders where treatment options are still limited. $HUMA +731% lab-grown blood vessels that could change surgery and trauma care. Rare disease and regenerative medicine both target huge unmet needs. https://twitter.com/i/web/status/2022270711872553228 https://twitter.com/i/web/status/2022270711872553228"
X Link 2026-02-13T11:24Z [--] followers, [---] engagements

"AI infrastructure platforms scaling revenue fastest into 2026: $CRWV 136% est. revenue growth this year $50B market cap Builds AI-focused cloud infrastructure rented to hyperscalers. Addressing a multi-hundred-billion-dollar AI compute market. Catalyst: continued surge in enterprise and sovereign AI demand. $APLD 62% growth $10B Develops high-performance data centers for AI and HPC workloads. TAM tied to global AI infrastructure build-out. Catalyst: new long-term compute hosting contracts. $SMCI 22% growth $18B Designs liquid-cooled AI servers used by hyperscalers. Riding the expanding AI"
X Link 2026-02-13T14:05Z [--] followers, [--] engagements

"$ISRG is dominating the robotic surgery market worth $1314B today and projected to reach $5078B+ by the mid-2030s. Latest quarter: Revenue $2.87B (+19%) Net income $794.8M (+16%) Strong growth + dominant platform + expanding TAM = long runway ahead"
X Link 2026-02-13T17:24Z [--] followers, [--] engagements

"Brain health is one of the hardest areas in medicine yet these show strong revenue growth estimated this year: $PRTA +1183% - therapies targeting Alzheimers and neurodegeneration. $NRXP +848% - treatments for depression and severe mental illness. Neurology breakthroughs could be transformational. https://twitter.com/i/web/status/2022378552776167483 https://twitter.com/i/web/status/2022378552776167483"
X Link 2026-02-13T18:33Z [--] followers, [--] engagements

"Space autonomy and robotics companies growing at hyper speed. $ASTS 314% est. growth [----] $30B Mkt cap Building the first space-based cellular broadband network. Global telecom TAM measured in trillions. Catalyst: commercial satellite launches and carrier deals. $AUR 586% growth $8B Autonomous trucking software for long-haul freight. Targets the multi-hundred-billion trucking industry. Catalyst: driverless freight commercialization milestones. $OUST 36% growth $1B Lidar sensors powering robots vehicles and automation. Exposure to autonomy + industrial robotics expansion. Catalyst: rising"
X Link 2026-02-13T18:42Z [--] followers, [---] engagements

"Inflammation immunity and infection are still far from solved. These show powerful revenue growth projected for this year: $IFRX +1054% severe inflammatory disease treatments. $ITRM +948% antibiotics for resistant infections. Both address urgent global health threats"
X Link 2026-02-13T20:08Z [--] followers, [---] engagements

"Brain health is one of the hardest areas in medicine yet these show strong revenue growth estimated this year: $PRTA +1183% therapies targeting Alzheimers and neurodegeneration. $NRXP +848% treatments for depression and severe mental illness. Neurology breakthroughs could be transformational. https://twitter.com/i/web/status/2022402867907219799 https://twitter.com/i/web/status/2022402867907219799"
X Link 2026-02-13T20:09Z [--] followers, [--] engagements

"$PTC is a commercial-stage rare disease biotech with multiple revenue drivers a deep pipeline and a strong balance sheet ($1.69B in cash) positioning it for the next growth cycle. Sephience launch scaling toward $1B+ potential Huntingtons program partnered with Novartis ($2.9B deal value) Diversified portfolio across small molecules gene therapy and digital health Despite this valuation remains compelling: P/S [---] P/E [---]. Still looks like there is meaningful upside for me as new therapies ramp and legacy volatility fades. https://twitter.com/i/web/status/2021486435899932759"
X Link 2026-02-11T07:28Z [--] followers, [--] engagements

"Biotech names forecasting huge revenue expansion next year: $MREO (+6363%) developing therapies for rare diseases and oncology with a focus on unmet medical needs. $DNLI (+3897%) targeting neurodegenerative conditions like Parkinsons and Alzheimers disease. $NTRB (+3394%) working on abuse-deterrent transdermal treatments and innovative drug delivery solutions. Big science. Big numbers. Big risk. https://twitter.com/i/web/status/2021625599291240816 https://twitter.com/i/web/status/2021625599291240816"
X Link 2026-02-11T16:41Z [--] followers, [----] engagements

"Why $MDGL is a biotech name to watch for [----] Madrigal Pharmaceuticals is targeting MASH a serious liver disease with significant unmet need led by its first-in-class therapy Rezdiffra. Revenue growth expected this year: +54% Multi-billion-dollar market potential if adoption scales Market cap still small compared to metabolic leader $LLY suggesting meaningful upside if execution continues A developing commercial story worth following as the MASH market begins to take shape. https://twitter.com/i/web/status/2021629698820780405 https://twitter.com/i/web/status/2021629698820780405"
X Link 2026-02-11T16:57Z [--] followers, [---] engagements

"Gene and cell therapy hyper-growers Im watching with strong estimated revenue growth this year: $CRSP +1478% gene editing aiming to cure inherited disease. $MGTX +569% gene therapy designed to fix disease at the DNA level. Curative medicine could redefine healthcare economics. https://twitter.com/i/web/status/2022270999404650657 https://twitter.com/i/web/status/2022270999404650657"
X Link 2026-02-13T11:25Z [--] followers, [---] engagements

"$AAOI is riding the infrastructure wave as bandwidth demand keeps compounding. AI data-center optical demand is accelerating capacity expansion across hyperscalers. Revenue growth YoY: +102% Market cap: $2.9B"
X Link 2026-02-14T13:00Z [--] followers, [--] engagements

"$ABP is trying to make T-cell therapies work in solid tumors one of oncologys hardest unsolved problems. Early trials will show whether this is real progress or just another idea. Revenue growth YoY: +50% Market cap: $2.3M"
X Link 2026-02-14T13:00Z [--] followers, [--] engagements

"Quantum computing leaders with explosive revenue scaling: $RGTI 179% est. growth in [----] $5B mkt. cap Develops superconducting quantum processors for complex simulations. Targets a future compute market potentially worth tens of billions. Catalyst: improved qubit fidelity and enterprise pilots. $IONQ 81% growth $11B Cloud-accessible trapped-ion quantum systems. Focused on commercial + government quantum adoption. Catalyst: expanding contract backlog and real workloads. $QBTS 55% growth $7B Quantum annealing for logistics and optimization problems. Large opportunity across transportation"
X Link 2026-02-14T13:03Z [--] followers, [--] engagements

"Rare disease innovation continues accelerating with major revenue growth expected this year: $ABEO +1589% gene therapy for rare childhood disorders. $KALV +204% treatments for rare swelling diseases. Small patient groups but life-changing therapies"
X Link 2026-02-14T13:09Z [--] followers, [--] engagements

"Small-cap biotech momentum names on my radar: $CLGN 85.8% growth PS [---] Uses plant-based collagen for regenerative medicine and tissue repair. $IOVA 59.4% growth PS [---] Leader in tumor-infiltrating lymphocyte (TIL) cancer immunotherapies. $SPRY 120.0% growth PS [---] Developing emergency treatments for severe allergic reactions. Watching closely. https://twitter.com/i/web/status/2022660369643159796 https://twitter.com/i/web/status/2022660369643159796"
X Link 2026-02-14T13:13Z [--] followers, [---] engagements

"Semiconductor leaders enabling the AI compute boom: $NVDA 54% est. growth [----] $4.5T mkt cap. Designs GPUs that train and run modern AI models. Catalyst: next-gen chips and sovereign AI spending. $CRDO 38% est. growth [----] $22B mkt cap. High-speed optical connectivity linking AI chips in data centers. Catalyst: scaling AI cluster bandwidth. $ALAB 36% est. growth [----] $22B mkt cap. Connectivity silicon moving data across AI hardware. Catalyst: hyperscaler design wins. AI hardware demand remains structurally strong. https://twitter.com/i/web/status/2022711017835307121"
X Link 2026-02-14T16:34Z [--] followers, [---] engagements

"$AAPL remains the consumer tech fortress with ecosystem lock-in still printing cash. On-device AI and services monetization are setting up the next upgrade cycle. Revenue growth YoY: +11% Market cap: $3.9T"
X Link 2026-02-14T16:39Z [--] followers, [--] engagements

"Edge cloud data and industrial AI infrastructure scalers I'm watching after the sell-off: $NET 28% est. growth [----] $65B mkt cap. Global edge network accelerating apps security and AI inference. Catalyst: edge AI adoption. $SNOW 24% est. growth [----] $59B mkt cap. Enterprise AI data layer central to analytics stacks. Catalyst: consumption-driven growth. $IOT 20% est. growth [----] $15B mkt cap. Cloud platform connecting fleets and industrial operations. Catalyst: digitization of physical industries. https://twitter.com/i/web/status/2023067239612588500"
X Link 2026-02-15T16:09Z [--] followers, [--] engagements

"Next-gen medical tech + biotech at decent valuations: $PRCT 29.4% growth PS [---] Robotic surgery for prostate treatment. $TEM 24.3% growth PS [---] AI-driven precision medicine and diagnostics. $TMDX 20.6% growth PS [---] Organ transplant logistics and perfusion technology. Healthcare innovation theme. https://twitter.com/i/web/status/2023067926291525717 https://twitter.com/i/web/status/2023067926291525717"
X Link 2026-02-15T16:12Z [--] followers, [---] engagements

"$ABVC sits at the edge of biotech and alternative medicine aiming to turn botanical science into real drugs. Everything depends on proving it works at late stage. Revenue growth YoY: +57% Market cap: $41.2M"
X Link 2026-02-15T16:13Z [--] followers, [--] engagements

"Small-cap biotech momentum names on my radar: $CLGN 85.8% growth PS [---] Uses plant-based collagen for regenerative medicine and tissue repair. $IOVA 59.4% growth PS [---] Leader in tumor-infiltrating lymphocyte (TIL) cancer immunotherapies. $SPRY 120.0% growth PS [---] Developing emergency treatments for severe allergic reactions. https://twitter.com/i/web/status/2022401628553502900 https://twitter.com/i/web/status/2022401628553502900"
X Link 2026-02-13T20:04Z [--] followers, [---] engagements

"AI software platforms compounding quietly: $PLTR 40% est. growth [----] $300B Enterprise AI operating system. Catalyst: commercial adoption. $SNOW 24% $59B AI data cloud platform. Catalyst: AI workload monetization. $DDOG 20% $44B Cloud observability. Catalyst: AI infra complexity. Software still wins long term. https://twitter.com/i/web/status/2022403184447087033 https://twitter.com/i/web/status/2022403184447087033"
X Link 2026-02-13T20:11Z [--] followers, [---] engagements

"Undervalued biotech growth plays: $CLOV 43.9% growth PS [---] Tech-driven Medicare Advantage insurer using data to improve care. $VXRT 50.0% growth PS [---] Oral vaccine platform targeting respiratory and GI viruses. $XAIR 179.8% growth PS [---] Nitric-oxide respiratory therapies for lung disease. Interesting risk/reward. https://twitter.com/i/web/status/2022659827684512130 https://twitter.com/i/web/status/2022659827684512130"
X Link 2026-02-14T13:10Z [--] followers, [---] engagements

"Space autonomy and robotics growth stories accelerating: $AUR 586% est. growth $8B Develops autonomous trucking software for the multi-hundred-billion freight industry. Catalyst: commercial driverless freight deployment. $ASTS 314% $30B Building a space-based cellular broadband network addressing the global telecom market. Catalyst: satellite launches enabling real coverage. $OUST 36% $1B Produces lidar sensors for robots vehicles and industrial automation. Catalyst: scaling industrial and mobility deployments. Physical-world AI is becoming investable."
X Link 2026-02-14T16:33Z [--] followers, [---] engagements

"Cloud networking & infrastructure software: $NET [----] estimated revenue growth 28% $65B cap Global edge cloud platform. $ORCL 29% growth $447B cap Enterprise cloud & databases. $IOT 20% growth $16B cap IoT fleet & operations platform"
X Link 2026-02-14T16:54Z [--] followers, [---] engagements

"AI data analytics & enterprise software I' buying the dip on: $PLTR [----] estimated revenue growth 40% $302B cap Enterprise AI & data analytics platforms. $SNOW 24% growth $61B cap Cloud data warehousing & analytics. $DDOG 20% growth $44B cap Cloud monitoring & observability tools. https://twitter.com/i/web/status/2023066213161619796 https://twitter.com/i/web/status/2023066213161619796"
X Link 2026-02-15T16:05Z [--] followers, [--] engagements

"$ABVC sits at the edge of biotech and alternative medicine aiming to turn botanical science into real drugs. Everything depends on proving it works at late stage. Revenue growth YoY: +57% Market cap: $41.2M"
X Link 2026-02-15T16:13Z [--] followers, [--] engagements

"AI infrastructure bargains with fast growth: $AAOI 101.3% YoY growth P/S ratio [---] AI data-center optics with explosive growth at a reasonable sub-10 valuation. $ACMR 20.8% growth P/S [---] Profitable semiconductor equipment exposure still trading undervalued. $ADSK 15.6% growth P/S [---] Recurring design software compounding at a fair price. https://twitter.com/i/web/status/2023090368955191757 https://twitter.com/i/web/status/2023090368955191757"
X Link 2026-02-15T17:41Z [--] followers, [---] engagements

"$NBIX is one of the more underappreciated stories in biotech (+24% YoY revenue growth). Revenue has surged over the past few years but the stock hasnt followed. As a result its now trading at an attractive valuation of just 5.2x price to sales. They focus on neurological disorders with blockbuster drug Ingrezza generating $2B+ in annual sales and a growing pipeline on top. Profitable biotech real growth reasonable valuation. https://twitter.com/i/web/status/2018345530116411569 https://twitter.com/i/web/status/2018345530116411569"
X Link 2026-02-02T15:27Z [--] followers, [--] engagements

"Four mid-cap pharma stocks Im buying for hypergrowth and their annual revenue growth: $ALNY (+70%) gene-silencing drugs for rare genetic diseases $NBIX (+24%) profitable neuroscience leader with blockbuster sales $BBIO (+125%) pipeline-driven rare disease platform hitting scale $MDGL (+435%) breakthrough therapy for NASH with massive unmet demand https://twitter.com/i/web/status/2018578722580758553 https://twitter.com/i/web/status/2018578722580758553"
X Link 2026-02-03T06:54Z [--] followers, [--] engagements

"$ACAD already has approved CNS drugs on the market. Now the question is whether the next wave can keep growth alive. Revenue growth YoY: +13% Market cap: $3.7B"
X Link 2026-02-16T22:06Z [--] followers, [--] engagements

"Quiet compounders under [--] Price to sales: $AAPL 10.1% YoY growth P/S ratio [---] Services strength keeps this mega-cap reasonably valued. $ACMR 20.8% growth P/S [---] Solid expansion with attractive valuation support. $AAOI 101.3% growth P/S [---] Turnaround momentum priced far below hype levels"
X Link 2026-02-16T22:05Z [--] followers, [--] engagements

"Fastest growers in emerging biotech: $BRTX 139.8% growth PS [---] Regenerative cell therapies for spine and metabolic disease. $FEMY 147.2% growth PS [---] Womens reproductive health diagnostics and treatments. $IVVD 146.5% growth PS [---] Antibody therapies for infectious diseases"
X Link 2026-02-16T22:04Z [--] followers, [--] engagements

"Chip architecture and memory winners: $MU 27% est. growth [----] $460B mkt cap. Memory critical for AI training and inference especially HBM. Catalyst: tightening supply and pricing power. $ARM 22% est. growth [----] $130B mkt cap. Energy-efficient CPU designs expanding into AI PCs and servers. Catalyst: shift toward edge AI devices. $MRVL 22% est. growth [----] $68B mkt cap. Networking silicon powering AI data-center traffic. Catalyst: hyperscaler demand expansion. Compute transitions create long winners"
X Link 2026-02-16T22:04Z [--] followers, [--] engagements

"Early detection and diagnostics may shape the future of medicine. These show meaningful revenue growth expected this year: $LUCD +155% early cancer detection testing. $SERA +650% pregnancy risk prediction diagnostics. Earlier treatment often changes outcomes entirely"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements

"Cybersecurity growth stocks worth watching $CRWD [----] estimated revenue growth 22% $105B cap Endpoint & cloud security platform. $CYBR 21% growth $21B cap Identity security & privileged access. $S 20% growth $5B cap AI-driven autonomous cybersecurity"
X Link 2026-02-16T22:01Z [--] followers, [--] engagements

"$ACMR supplies critical semiconductor process equipment into advanced fabs. Global chip capacity expansion is sustaining equipment cycle momentum. Revenue growth YoY: +21% Market cap: $4.1B"
X Link 2026-02-16T22:01Z [--] followers, [--] engagements

"AI infrastructure bargains with fast growth: $AAOI 101.3% YoY growth P/S ratio [---] AI data-center optics with explosive growth at a reasonable sub-10 valuation. $ACMR 20.8% growth P/S [---] Profitable semiconductor equipment exposure still trading undervalued. $ADSK 15.6% growth P/S [---] Recurring design software compounding at a fair price. https://twitter.com/i/web/status/2023090368955191757 https://twitter.com/i/web/status/2023090368955191757"
X Link 2026-02-15T17:41Z [--] followers, [---] engagements

"$ABVC sits at the edge of biotech and alternative medicine aiming to turn botanical science into real drugs. Everything depends on proving it works at late stage. Revenue growth YoY: +57% Market cap: $41.2M"
X Link 2026-02-15T16:13Z [--] followers, [--] engagements

"$ABVC sits at the edge of biotech and alternative medicine aiming to turn botanical science into real drugs. Everything depends on proving it works at late stage. Revenue growth YoY: +57% Market cap: $41.2M"
X Link 2026-02-15T16:13Z [--] followers, [--] engagements

"Next-gen medical tech + biotech at decent valuations: $PRCT 29.4% growth PS [---] Robotic surgery for prostate treatment. $TEM 24.3% growth PS [---] AI-driven precision medicine and diagnostics. $TMDX 20.6% growth PS [---] Organ transplant logistics and perfusion technology. Healthcare innovation theme. https://twitter.com/i/web/status/2023067926291525717 https://twitter.com/i/web/status/2023067926291525717"
X Link 2026-02-15T16:12Z [--] followers, [---] engagements

"Edge cloud data and industrial AI infrastructure scalers I'm watching after the sell-off: $NET 28% est. growth [----] $65B mkt cap. Global edge network accelerating apps security and AI inference. Catalyst: edge AI adoption. $SNOW 24% est. growth [----] $59B mkt cap. Enterprise AI data layer central to analytics stacks. Catalyst: consumption-driven growth. $IOT 20% est. growth [----] $15B mkt cap. Cloud platform connecting fleets and industrial operations. Catalyst: digitization of physical industries. https://twitter.com/i/web/status/2023067239612588500"
X Link 2026-02-15T16:09Z [--] followers, [--] engagements

"Non-opioid pain and neurological trauma are still unmet needs. Watching these with strong revenue growth estimated this year: $SCLX +749% alternatives to opioid pain treatment. $TNXP +708% therapies for PTSD pain and CNS disorders. Safer pain care remains a huge opportunity. https://twitter.com/i/web/status/2023066462873604483 https://twitter.com/i/web/status/2023066462873604483"
X Link 2026-02-15T16:06Z [--] followers, [---] engagements

"AI data analytics & enterprise software I' buying the dip on: $PLTR [----] estimated revenue growth 40% $302B cap Enterprise AI & data analytics platforms. $SNOW 24% growth $61B cap Cloud data warehousing & analytics. $DDOG 20% growth $44B cap Cloud monitoring & observability tools. https://twitter.com/i/web/status/2023066213161619796 https://twitter.com/i/web/status/2023066213161619796"
X Link 2026-02-15T16:05Z [--] followers, [--] engagements

"$ACFN operates in niche energy intelligence and monitoring infrastructure. Grid modernization and industrial digitization are expanding long-term demand. Revenue growth YoY: +31% Market cap: $45.2M"
X Link 2026-02-15T15:02Z [--] followers, [--] engagements

"Cloud networking & infrastructure software: $NET [----] estimated revenue growth 28% $65B cap Global edge cloud platform. $ORCL 29% growth $447B cap Enterprise cloud & databases. $IOT 20% growth $16B cap IoT fleet & operations platform"
X Link 2026-02-14T16:54Z [--] followers, [---] engagements

"$AAPL remains the consumer tech fortress with ecosystem lock-in still printing cash. On-device AI and services monetization are setting up the next upgrade cycle. Revenue growth YoY: +11% Market cap: $3.9T"
X Link 2026-02-14T16:39Z [--] followers, [--] engagements

"$ABUS is chasing something bigger than treatment a functional cure for chronic hepatitis B. If mid-stage data holds the entire HBV landscape could shift. Revenue growth YoY: +117% Market cap: $771.2M"
X Link 2026-02-14T16:38Z [--] followers, [---] engagements

"Undervalued healthcare disruptors: $CLOV 43.9% growth PS [---] AI-enabled Medicare Advantage insurer improving care efficiency. $EVH 26.9% growth PS [---] Value-based specialty care management platform. $VSEE 30.0% growth PS [---] Telehealth infrastructure and virtual care delivery. Low multiples big theme. https://twitter.com/i/web/status/2022711495096766842 https://twitter.com/i/web/status/2022711495096766842"
X Link 2026-02-14T16:36Z [--] followers, [----] engagements

"Semiconductor leaders enabling the AI compute boom: $NVDA 54% est. growth [----] $4.5T mkt cap. Designs GPUs that train and run modern AI models. Catalyst: next-gen chips and sovereign AI spending. $CRDO 38% est. growth [----] $22B mkt cap. High-speed optical connectivity linking AI chips in data centers. Catalyst: scaling AI cluster bandwidth. $ALAB 36% est. growth [----] $22B mkt cap. Connectivity silicon moving data across AI hardware. Catalyst: hyperscaler design wins. AI hardware demand remains structurally strong. https://twitter.com/i/web/status/2022711017835307121"
X Link 2026-02-14T16:34Z [--] followers, [---] engagements

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