@SanCompounding Sandeep Anand

Sandeep Anand posts on X about ai, $baba, baba, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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[--] Week [------] +125%
[--] Month [------] +93%
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[--] Year [---------] -1.20%

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[--] Week [--] +33%
[--] Month [---] +10%
[--] Months [---] +56%
[--] Year [---] +42%

Followers: [-----] #

[--] Week [-----] +1.30%
[--] Month [-----] +2.40%
[--] Months [-----] +16%
[--] Year [-----] +35%

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Social Influence

Social category influence stocks 69.81% technology brands 46.23% finance 46.23% countries 9.43% social networks 7.55% cryptocurrencies 6.6% fashion brands 5.66% automotive brands 3.77% currencies 1.89% celebrities 0.94%

Social topic influence ai 46.23%, $baba #10, baba #1429, stocks #4514, $koru #11, $crdo #6, market 11.32%, $sndk #74, $mu #136, samsung 9.43%

Top accounts mentioned or mentioned by @nileshshah68 @larrywabrams @artofinvestmnt @jonahlupton @benitoz @kobeissiletter @skhynix @mrderivatives @beatwallst @raamdeo @mrmotilaloswal @semianalysis @samsungdsglobal @michaeljburry @litcapital @mohanlal @tomgardnerfool @realbillgross @wearehers @quartrapp

Top assets mentioned Alibaba Group (BABA) Credo Technology Group Holding Ltd (CRDO) Sandisk Corporation (SNDK) Micron Technology, Inc. (MU) Astera Labs, Inc. (ALAB) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Marvell Technology Inc (MRVL) Lumentum Holdings Inc. Common Stock (LITE) NVIDIA Corp. (NVDA) Hims & Hers Health, Inc. (HIMS) Microsoft Corp. (MSFT) Novo-Nordisk (NVO) Palo Alto Networks Inc (PANW) Crowdstrike Holdings Inc (CRWD) PayPal Holdings Inc (PYPL) Born in [--] (19) Cadence Design Systems Inc (CDNS) Amazon.com, Inc. (AMZN) Metadium (META) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Applied Digital Corp. (APLD) CoreWeave, Inc (CRWV) Now Coin (NOW) Eli Lilly and Company (LLY) Figma, Inc. (FIG) Stacks (STX) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) GE Vernova Inc. (GEV) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Arm Holdings plc (ARM) American Superconductor Corp (AMSC) KLA Corp (KLAC) ACM Research, Inc. Class A Common Stock (ACMR) TALEN ENERGY CORP (DE) (TLN) Vistra, Corp. (VST) Vertiv Holdings Co (VRT) Rubrik, Inc. (RBRK) Snowflake Inc. (SNOW)

Top Social Posts

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

"🚨 Its official. Alibaba pulled back from the list $BABA Bullish from here 🚀"
X Link 2026-02-13T19:19Z [----] followers, [----] engagements

"@artofinvestmnt India 🙌"
X Link 2022-12-06T13:46Z [----] followers, [--] engagements

"Liquid Cooling is the biggest Pick and Shovel theme of AI and Data Center boom. Find it difficult to understand why The heart of a data center's efficiency is its ability to manage heat. Excessive heatcan lead to hardware failure reduced performance and increased energy consumption [--]. Supercomputers Boom: 1000s of GPUs rack built for AI have higher thermal density properties than previous-generation architectures. [--]. Server manufacturers like $SMCI are packing more GPUs into each rack to meet the accelerating demand for high-performance computing and AI applications. [--]. Traditional air"
X Link 2024-07-04T01:59Z [----] followers, 209.6K engagements

"$BABA UP 33% since Bridgewater China exit Bookmark this. Bridgewater exit could mark the quarter Chinese stocks hit the bottom. $BABA $KWEB Bookmark this. Bridgewater exit could mark the quarter Chinese stocks hit the bottom. $BABA $KWEB"
X Link 2025-09-17T00:38Z [----] followers, [----] engagements

"🚀Doctor Copper is experiencing a significant breakout -- Driven by record-high copper prices due to tight supply and surging demand from AI EVs and infrastructure (Data centers) Top copper stocks for [----] include: Freeport-McMoRan ( $FCX) BHP Group ( $BHP) Rio Tinto ( $RIO) Southern Copper ( $SCCO) Teck Resources ( $TECK) Growth plays like Ero Copper ( $ERO) and Ivanhoe Mines ( $IVN) I like Index ETFs like Global X Copper Miners ETF ( $COPX) https://twitter.com/i/web/status/2012936494890004775 https://twitter.com/i/web/status/2012936494890004775"
X Link 2026-01-18T17:13Z [----] followers, [---] engagements

"🚨Breaking: Hyperscalers like $AMZN buying Copper output for Datacenters will be huge win for Copper miners Top [--] Copper ETFs: $COPX Global X Copper Miners ETF: The largest and most liquid ETF focusing on global copper mining companies. $CPER United States Copper Index Fund: Tracks copper futures offering direct exposure to the metal's price movements rather than mining equity. $COPJ Sprott Junior Copper Miners ETF: Targets smaller junior exploration and development mining companies. $ICOP iShares Copper and Metals Mining ETF: Tracks a broad index of global copper and metal mining companies."
X Link 2026-02-01T21:58Z [----] followers, [----] engagements

"$NVO $LLY $HIMS Key Highlights from the Novo Nordisk CEO Mike Doustdar Interview [--]. Pricing Pressures and Market Expansion Strategy: To increase affordability and expand the market Novo is reducing prices on GLP-1 drugs. In the US (which accounts for 55% of Novos business) prices are dropping from high levels. This creates short-term headwinds but Doustdar is confident volumes will compensate with growth expected in [----] as the company treats more patients than ever before. [--]. Patient Reach and Market Potential: Globally nearly [--] billion people are affected by diabetes obesity and overweight."
X Link 2026-02-05T01:19Z [----] followers, [---] engagements

"$GDMN GOLD BULLS HOLDING FIRM For those looking to invest in gold this ETF looks interesting"
X Link 2026-02-05T13:47Z [----] followers, [---] engagements

"I see a big buying opportunity in SAAS tech names that have been beaten down because of SaaSpoCalypse Not all stocks are impacted by AI. Infact here are [--] such companies that will benefit from AI [--]. $FIG : Anthropic considers Figma as an important Design tool for AI and is interactive within Claude to automate design - code [--]. $CRWD $PANW: Cuber security threats has been reported where AI Agents compromised user credentials . Agentic AI cannot go mainstream with out cybersecurity [--]. $NET : Edge AI is the ultimate goal of all Capex. Agentic AI requires Cloudflare checks and access to scale"
X Link 2026-02-06T19:47Z [----] followers, [---] engagements

"🚨Optics (CPO) will be the Next Inevitable Technology leap Yes if we are talking about data centers in space A Chinese geostationary( Peking university) successfully transmitted data at a speed of [--] gigabit per second (Gbps) using a low-power 2-watt laser beam. This is 5X (times) faster than the average download speeds provided by SpaceXs Starlink. 🔬Called Adaptive optics technology that leverages laser (comparable in power to a small LED bulb or nightlight) Chinese satellite managed to send data over [-----] km above Earth a vast distance while overcoming atmospheric interference 📡Starlink"
X Link 2026-02-09T02:17Z [----] followers, [---] engagements

"$CRDO Credo Provides Preliminary Third Quarter Earnings update - [----] revenue in the range of $404 million to $408 million above the high-end of Credos previously announced third quarter guidance range of $335 million and $345 million. Super bullish on AI ECOSYSTEM 👇 🚨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): https://t.co/Hvp128ljjP 🚨20 AI COMPANIES IN MY BUY LIST:"
X Link 2026-02-09T21:20Z [----] followers, [---] engagements

"@JonahLupton $CRDO Still dam cheap being the leader in AI Interconnects"
X Link 2026-02-09T22:12Z [----] followers, [---] engagements

"$CRDO is entering HBM space 🚀 🚨Credo Technologies just unveiled Industrys First Memory Fanout Gearbox for Scalable High-Bandwidth AI Inference High Bandwidth Memory (HBM) suffers from very high cost limited availability and density issues. Off-chip HBM refers to the physical separation between the 🚨Credo Technologies just unveiled Industrys First Memory Fanout Gearbox for Scalable High-Bandwidth AI Inference High Bandwidth Memory (HBM) suffers from very high cost limited availability and density issues. Off-chip HBM refers to the physical separation between the"
X Link 2026-02-09T22:17Z [----] followers, [---] engagements

"@benitoz Copper or Optics - $CRDO is the AI Interconnect"
X Link 2026-02-10T12:21Z [----] followers, [---] engagements

"ITS NOT EITHER COPPER OR OPTICS. IRS BOTH $CRDO 📈"
X Link 2026-02-10T13:51Z [----] followers, [---] engagements

"🚀 Top S&P [---] Stock Rockets of Jan [--] 📈 Which sectors crushing it Memory stocks are on fire$SNDK up a whopping 142.8% Lets break it down by industry. Whats your bet for the year Mine is AI Interconnects and Optics ( $CRDO $LITE) and Memory names below 👇 Memory 🔥 $SNDK: 142.8% $STX: 48.0% $MU: 45.4% $WDC: 45.3% Healthcare 💉 $MRNA: 49.4% (mRNA magic continues) Value in Semiconductor $LRCX: 36.4% $INTC: 25.9% $AMAT: 25.4% $TER: 24.5% $TXN: 24.2% $MPWR: 24.0% Defense 🛡 $LMT: 31.1% $HII: 23.7% Staples 🌾 $BG: 27.8% Energy ⚡ $SLB: 26.1% https://twitter.com/i/web/status/2021262799637291201"
X Link 2026-02-10T16:39Z [----] followers, [---] engagements

"Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only difference is growth - but no one is projecting Share buyback that can increase price exponentially after 50% threshold (of outstanding shares) https://twitter.com/i/web/status/2021315640200692093 https://twitter.com/i/web/status/2021315640200692093"
X Link 2026-02-10T20:09Z [----] followers, [---] engagements

"Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only difference is growth - but no one is projecting Share buyback that can increase price exponentially after 50% threshold (of outstanding shares) https://twitter.com/i/web/status/2021315742981877917 https://twitter.com/i/web/status/2021315742981877917"
X Link 2026-02-10T20:10Z [----] followers, [----] engagements

"Infact Stripe valuation now exceeds $140 billion ie 4X of $PYPL Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only https://t.co/ggoCSO9F5t Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less"
X Link 2026-02-10T21:27Z [----] followers, [---] engagements

"Stripe: [----] Revenue $19 billion Pvt market cap: $140 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe now valued 5X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only difference is growth - but no one is projecting Share buyback that can increase price exponentially after 50% threshold (of outstanding shares) And PayPals stablecoin income growth https://twitter.com/i/web/status/2021673309776359626 https://twitter.com/i/web/status/2021673309776359626"
X Link 2026-02-11T19:50Z [----] followers, [---] engagements

"@KobeissiLetter And $BABA is just down 1% Just shows the demand 📈"
X Link 2026-02-13T15:21Z [----] followers, [---] engagements

"🚨 $BABA IS THE LEADER IN AGENTIC COMMERCE AIpowered shopping is on the rise 🛍 During its Chinese New Year campaign Qwen App has spurred a behavioral shift toward AIpowered shopping 🧧 Alibaba has the end-to-end AI Ecosystem ✅One billion MAUs retail base (Taobao/Tmall/Freshippo) ✅Qwen AI App ✅Qwen LLMs for Agentic commerce ✅Alipay leveraging AI for Agent based payments and settlement https://twitter.com/i/web/status/2022334426470920351 https://twitter.com/i/web/status/2022334426470920351"
X Link 2026-02-13T15:37Z [----] followers, [---] engagements

"40 AI Companies Across Ecosystem :: LLMs: $MSFT $GOOG $META GROK $BABA Nuclear: $GEV $SMR $OKLO Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR ASICs: $AVGO $MRVL $META Energy/Grid: $AMSC $TLN $VST HPC connectivity: $CRDO $ALAB Data Centers: $IREN $NBIS $APLD AI Racks /HVAC: $SMCI $VRT $TGEN $DELL $TSSI Hyperscalers: $MSFT $CRWV $GOOGL $AMZN Agentic AI: $RBRK $NOW $SNOW $CRM Cybersecurity: $PANW $NET $CRWD Data: $RDDT $INOD $META (SCALE AI)"
X Link 2025-08-04T19:38Z [----] followers, 82.7K engagements

"Data is the lifeblood of every organization in the world of Artificial Intelligence. So what makes Alarum: NetNut as a Revolutionary AI Based Data Collector Read 👇 First What is Web Data Extraction To succeed in businesses companies needs to collect data scrape relevant data and then derive insights from the set. To extract data it is difficult to do manually. So you need Automated data extraction Tools that collects transparent accurate data and at scale -- most importantly Anonymously (masked) Total Addressable Market (TAM) of Data Collection: Global Market Size in 2022: $2.2 B Expected"
X Link 2024-06-15T07:58Z [----] followers, [----] engagements

"Best [--] AI Driven QTD performers at end of Quarter 🚀 [--]. Astera Labs ( $ALAB): +37.40% High-speed connectivity leader benefiting from explosive demand in AI data centers with strong Q3 revenue growth projections [--]. Credo Technology ( $CRDO): +65.86% Provider of advanced connectivity solutions driven by over 85% expected revenue growth in AI-driven products like retimers and AECs [--]. Nebius ( $NBIS): +134.22% AI NEO-Cloud provider. Large deal with $MSFT [--]. Iris Energy ( $IREN): +275.34% DOUBLING AI data centers capitalizing on energy-efficient compute power amid surging AI investments. 5."
X Link 2025-10-31T17:36Z [----] followers, 15.3K engagements

"Fastest Growing AI Companies for [----] 🚀 ☁ AI Neocloud & Infrastructure: $NBIS Nebius - 440% $CRWV CoreWeave - 134.1% $WULF TeraWulf - 123.2% $IREN IREN - 122.3% $HUT Hut [--] - 116.8% $CORZ Core Scientific - 113.6% $APLD Applied Digital - 71.3% $CIFR Cipher Mining - 57.0% 🔗 AI Connectivity (The "Plumbing") $CRDO Credo Tech - 173.0% (Analyst Proj.) $AAOI Applied Optoelectronics - 64.5% $ALAB Astera Labs - 59.0% (Rev upgraded) 📐AI Chips & Hardware $NVDA NVIDIA - 53.7% $AMD AMD - 28.5% $TSM TSMC - 24.1% $AVGO Broadcom - 16.4% (AI Rev 100%) $ASML ASML - 12.2% 🛡 AI Security (Cyber) $S SentinelOne"
X Link 2026-01-06T00:56Z [----] followers, [---] engagements

"Healthcare and Biotech are breaking out 📈 These were [----] Multibaggers 2X 🎯Do deep diligence👇 [--]. Micro Caps: Regencell Bioscience ( $RGC) 19892% Abivax ( $ABVX) 1799% Resolute Holdings ( $RHLD) 600% Terns Pharmaceuticals ( $TERN) 629% Celcuity ( $CELC) 661% Nanobiotix ( $NBTX) 705% Cidara Therapeutics ( $CDTX) 721% Hims & Hers Health ( $HIMS) 150% Travere Therapeutics ( $TVTX): +101% ProKidney ( $PROK): +600% AnaptysBio ( $ANAB): +227% Hydreight Technologies $HYDTF: +120% [--]. Small caps: Axsome Therapeutics ( $AXSM): +109% Ionis Pharmaceuticals ( $IONS): +128% Arrowhead Pharmaceutical("
X Link 2026-01-10T01:29Z [----] followers, [----] engagements

"This tweet from [----] aged so well 🎯 $KORU UP 640% (Korea Index) $BABA UP 50% India Nifty Down 5% Still bullish on Korea for [----] but now better China showing better risk reward. India will see earnings catch-up leg higher in [----]. I can see so many small caps with great earning at cheap PE multiples which was rare in last [--] years in India. #Nifty50 Example : 1/ Basilic Fly Studio P/E [--] Leader in VFX Tech (with subs in UK CA [-----] completed projects 400+ clients including [----] movies Collab w/ Warner Bros Netflix Sony Prime Video BBC Fox Studios HBO . 70% stake in One of US - expanding to EU"
X Link 2026-01-27T13:37Z [----] followers, [---] engagements

"🚨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): 64.1x Credo ( $CRDO ) -15% YTD PE(2026): 43.7x Lumentum ( $LITE ) 18% YTD PE(2026): 74.0x Layer [--]. AI Chips and Fabs: Nvidia ( $NVDA ) 1% YTD PE(2026): 40.2x Alibaba ( $BABA ) 15% YTD PE(2026): 11x TSMC ( $TSM ) 11% YTD PE(2026): 23.6x Baidu ( $BIDU ) 15% YTD PE(2026): 4.6x Layer [--]. Cybersecurity and Edge AI: Cloudflare ("
X Link 2026-02-02T15:56Z [----] followers, [----] engagements

"🚨Clawdbot just pulled over '85000 GitHub' Stars in [--] Week. At its peak Clawdbot wasnt just a chatbot anymore it was acting planning and executing work autonomously. Precisely why it scaled rapidly ⛔But the "viral AI agent" trend to a real security wake-up call. Why Cybersecurity is a winner of 'AI Adoption' and why these cybersecurity companies shouldnt be getting thrown out with the bath water in the 'SaaSpocalypse' carnage Clawdbot is an AI agent built on Anthropic's LLM called Claudecall it an AI worker that runs on Edge (on your devices) and execute jobs like booking airline tickets for"
X Link 2026-02-05T16:23Z [----] followers, [---] engagements

"🚀Optics stocks are clearly the next AI stocks to run after memory driving the next leg of AI bull market $LITE +5% $COHR +6.5% $CIEN +7% $GLW +7.5% $AVGO +3.3% my bull thesis on Photonics below 👇 🚨Optics (CPO) will be the Next Inevitable Technology leap Yes if we are talking about data centers in space A Chinese geostationary( Peking university) successfully transmitted data at a speed of [--] gigabit per second (Gbps) using a low-power 2-watt laser beam. This is https://t.co/M9DnNiXaC1 🚨Optics (CPO) will be the Next Inevitable Technology leap Yes if we are talking about data centers in"
X Link 2026-02-10T03:04Z [----] followers, [---] engagements

"🚨 NVIDIA's PhysicsNeMo Unleashed: AI Platform Supercharges Engineers 500x Faster in Aerospace & Automotive Design AI physics is the next big wave from $NVDA and Korean SK Hynix have partnered to accelerate 📊 $KORU 🦾 @SKhynix and NVIDIA are accelerating semiconductor development with AI physics. By leveraging the NVIDIA PhysicsNeMo framework SK hynix engineers have fast-tracked the development of proprietary AI models that can unlock tools for significant innovation in device design and https://t.co/fvxPehdD9n 🦾 @SKhynix and NVIDIA are accelerating semiconductor development with AI"
X Link 2026-02-10T20:43Z [----] followers, [---] engagements

"@Mr_Derivatives $LITE $KORU - clearly Optics Memory"
X Link 2026-02-12T22:38Z [----] followers, [---] engagements

"@beat_wallst He did the work but results will take time. like agentic commerce Stablecoins Venmo cards etc"
X Link 2026-02-13T19:49Z [----] followers, [--] engagements

"🚨 US LARGE-TECH TO DO $650 BILLION CAPEX IN [----] It could double to$1 Trillion by. [----]. Who will benefit from these AI investments Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): 64.1x Credo ( $CRDO ) -15% YTD PE(2026): 43.7x Lumentum ( $LITE ) 18% YTD PE(2026): 74.0x Layer [--]. AI Chips and Fabs: Nvidia ( $NVDA ) 1% YTD PE(2026): 40.2x Alibaba ( $BABA ) 15% YTD PE(2026): 11x TSMC ( $TSM ) 11% YTD"
X Link 2026-02-06T20:19Z [----] followers, [----] engagements

"$BIDU Baidu AI Cloud ranks first with a 35% market share in China's embodied intelligence AI market. Baidus AI and Autonomous EV market is so underpriced by the market $BABA $KWEB"
X Link 2026-02-12T19:27Z [----] followers, [---] engagements

"3 Companies that are cheap due to sentiment but should be in $1 trillion club are: $BABA $NVO $BYD"
X Link 2026-02-16T04:23Z [----] followers, [---] engagements

"2020 will be an unforgettable year for my investing career. Thankful and Happy to share the performance. Global portfolio up [---] times India portfolio up [--] times. 👍"
X Link 2020-12-18T19:39Z [----] followers, [--] engagements

"Am a global investor. US outperformed the decade. For those are invested in $SQ $TSLA $SNOW $ETSY and many more except core CLOUD STOCKS expect TIME correction for next 1-2 years . The best returns for next 2-3 years will be from Indian stocks not US stocks. @NileshShah68"
X Link 2020-12-19T06:41Z [----] followers, [--] engagements

"If I have become an investor over last decade is bcoz of a magazine I picked in a BLR store which had @Raamdeo talk abt Hero [---] bagger. But more than that Motilal wealth creation study is equivalent of Buffet letters in India. [--] years of sheer wisdom @MrMotilalOswal .Thanks sir"
X Link 2020-12-31T05:34Z [----] followers, [--] engagements

"🚨"SaaSpocalypse - TECH IS DOWN GLOBALLY IShares Tech SAAS ETF $IGV TOP STOCKS 🔻 FROM [--] wk HIGH $MSFT -24.95% $PLTR -33.79% $CRM -43.33% $ORCL -57.86% $INTU -45.23% $APP -38.04% $ADBE -41.61% $NOW -48.45% $PANW -26.20% $CRWD -25.60% $SNPS -36.25% $CDNS -28.33% $ADSK -25.75% $FTNT -29.27% $ROP -39.43% $WDAY -43.18% https://twitter.com/i/web/status/2019137357581283653 https://twitter.com/i/web/status/2019137357581283653"
X Link 2026-02-04T19:53Z [----] followers, [---] engagements

"Another bold call by @SemiAnalysis_ Korea is trading at a premium but still at 50% levels of US AI stocks $KORU #SKHYNIX @SamsungDSGlobal SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split"
X Link 2026-02-06T15:07Z [----] followers, [---] engagements

"$KORU TOUCHED $400 YTD 100% returns 🚀 Still holding $KORU TOUCHED $300 Up 4X since this tweet Still holding SK Hynix and Samsung holds 62% of HBM Markets and we are in a Memory super cycle. ( $SNDK $MU as well 🚀) Not jus memory and AI Korea also benefitting from strong defence manufacturing orders from EU 👇 $KORU TOUCHED $300 Up 4X since this tweet Still holding SK Hynix and Samsung holds 62% of HBM Markets and we are in a Memory super cycle. ( $SNDK $MU as well 🚀) Not jus memory and AI Korea also benefitting from strong defence manufacturing orders from EU 👇"
X Link 2026-02-11T17:38Z [----] followers, [---] engagements

"🎯Look for strength in this market correction theyll lead the next leg of bull market 📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: $AMKR AI interconnects: $CRDO https://twitter.com/i/web/status/2022554863385632855 https://twitter.com/i/web/status/2022554863385632855"
X Link 2026-02-14T06:13Z [----] followers, 11.2K engagements

"🚀AI BOOM IS TAKING OVER HK MARKETS :: YTD RETURNS OF AI STOCKS:: HK:9903 Iluvatar CoreX Semcndctr 📈 73% HK:2513 Zhipu AI 📈 268% HK:0100 MiniMax 📈 97% And by the way $BABA owns between 15-30% of : [--]. MiniMax (MiniMax M1) valued $6.5 billion [--]. (Zhipu AI) valued $20 billion [--]. Kimi (Moonshot AI) valued $5 billion [--]. (01 AI Y1) at $1 billion top [--] Chinese AI startups with average private valuations of $5 billion each http://01.AI http://Z.ai http://01.AI http://Z.ai"
X Link 2026-02-14T21:14Z [----] followers, [----] engagements

"This article from $BIDU went unnoticed . A must read to understand how Baidu is becoming an AI leader in global arena $BABA and $BIDU put together is less than OpenAi valuations https://t.co/w5eafwDeev https://t.co/w5eafwDeev"
X Link 2026-02-16T15:56Z [----] followers, [---] engagements

"🚨 $BABA PREDICTION HAS COME TRUE Repeating my valuation tweet of Alibaba AI Chip business and Cloud segments: Alibaba "Cloud Intelligence Group" is now the fastest-growing major division of Alibaba. The market is beginning to re-rate $BABA based on AI-Factor: [--]. Alibaba Cloud Valuation: $70 Billion $105 BillionBased on AWS and Azure peer valuations if Alibaba Cloud were a standalone public company today its valuation would likely be Current Revenue Run Rate: $22.4 Billion USD annually (based on recent quartera $5.6Billion/quarter) Growth Rate: 34% year-over-year - accelerating significantly"
X Link 2026-01-22T17:24Z [----] followers, [----] engagements

"🚀6 Major Tailwinds for $BABA from here [--]. Fresh Hippo revenue in [----] increased by over 40% year-on-year [--]. Alibaba "Cloud Intelligence Group" is now the fastest-growing major division of Alibaba. Growth Rate: 34% year-over-year - accelerating significantly from previous single digits driven by AI [--]. AI Chip Valuation (T-Head): Listing as a separate company [--]. The "AI Revenue" Engine ( Qwen LLM): AI Revenue Growth: Triple-digit growth (100%+) for [--] consecutive quarters. The "Qwen" Effect: Alibaba's open-source LLM Qwen (Tongyi Qianwen) has become the de-facto standard for many Chinese"
X Link 2026-01-25T23:22Z [----] followers, [----] engagements

"$MSFT AI accelerator Maia [---] aims to surpass Google TPU v7 Microsoft Azure's AI inference accelerator Maia [---] aims to outperform Google TPU v7 and AWS Inferentia with [--] Petaflops of FP4 compute power. $MSFT had $MRVL and $TSMC as their AI Chip partners . Marvell has also lined up Amazon Web Services (Inferentia [--] and Trainium [--] with Trainium [--] in the works) Like $GOOG TPUs have $TSMC and $AVGO Our newest AI accelerator Maia [---] is now online in Azure. Designed for industry-leading inference efficiency it delivers 30% better performance per dollar than current systems. And with 10+ PFLOPS"
X Link 2026-01-26T17:10Z [----] followers, [----] engagements

"🚨BREAKING: $GOOGL just DROPPED a deep-dive on TPUs👇 While GPUs are flexible "jack-of-all-trades" consisting of many small cores TPUs are specialized ASICs designed for one thing: massive matrix multiplication. The chapter explains the TPU architecturethe Systolic Array memory hierarchy and dedicated interconnects that make them distinct from GPUs. ( $NVDA) What Is a TPU A modern TPU is essentially a massive matrix multiplication engine connected to high-bandwidth memory (HBM) and a dedicated inter-chip network. Unlike a GPU which has 100+ "streaming multiprocessors" a TPU typically has only"
X Link 2026-01-27T04:28Z [----] followers, [---] engagements

"$BABA doing all the right things 📈 Alibaba has quietly entered the nuclear energy sector through a joint venture with China National Nuclear Corporation. AliClouds subsidiary is now a shareholder in a newly registered nuclear energy company. This move signals how serious Chinas big tech companies are about https://t.co/IorFqGgFoi Alibaba has quietly entered the nuclear energy sector through a joint venture with China National Nuclear Corporation. AliClouds subsidiary is now a shareholder in a newly registered nuclear energy company. This move signals how serious Chinas big tech companies are"
X Link 2026-01-27T13:34Z [----] followers, [---] engagements

"You know Figma. Adobe wanted to buy Figma for $20 billion and now $FIG is available at $14 billion $FIG is so undervalued by Market for their 'rising monopoly' in AI Design world 👇 Your work tools are now interactive in Claude. Draft Slack messages visualize ideas as Figma diagrams or build and see Asana timelines. https://t.co/ROWwUOU5vA Your work tools are now interactive in Claude. Draft Slack messages visualize ideas as Figma diagrams or build and see Asana timelines. https://t.co/ROWwUOU5vA"
X Link 2026-01-27T15:57Z [----] followers, [----] engagements

"Chinas $BABA backed Moonshot AI releases a new open-source model Kimi K2.5 and a coding agent Anthropic announced Claude Code had reached $1 billion in annualized recurring revenue (ARR). Moonshot AI is valued at approximately $4.8 billion and could touch $10 billion after the Kimi k2.5 release 👇 https://twitter.com/i/web/status/2016179549654995064 https://twitter.com/i/web/status/2016179549654995064"
X Link 2026-01-27T16:00Z [----] followers, [---] engagements

"That's just insane $BABA Qwen-3-72B-Thinking (which is 100% open source) is effectively indistinguishable from Claude Opus [---] and GPT-5.2. And actually crushes $GOOG Gemini in reasoning-heavy tasks 🔥 Runs locally on 2x4090s () Full 10M context window First model to support native "Agentic" protocols out of the box Closed source labs are running out of moats. Open source has won. Alibaba through QWEN KIMI and Zhipu AI LLMs https://twitter.com/i/web/status/2016180246781817005 https://twitter.com/i/web/status/2016180246781817005"
X Link 2026-01-27T16:03Z [----] followers, [---] engagements

"$SNDK Super Bullish due to Memory Super cycle Datacenter: Revenue hit $440 million up 64% from last quarter. Driven by aggressive enterprise SSD deployments for AI infrastructure. Average Selling Prices (ASP)/ gigabyte rose in the mid-30% range Sandisk has pivoted toward a high-margin supply-disciplined model for growth ahead due to AI demand The "HBF" Partnership (High Bandwidth Flash): --The partnership is designed to tackle the "memory wall" in AI. --SK Hynix currently dominates the DRAM-based High Bandwidth Memory (HBM) market (used in GPUs) --SanDisk is partnering with them to create a"
X Link 2026-01-29T23:17Z [----] followers, [---] engagements

"🎯There could be a couple of [---] baggers and couple of 10X stocks in this list of [--] Indian new-age listed Tech companies 👇 📊Look at Valuation + Runway (TAM) + Edge( market advantage) 📈Heres a Quick review of business summary revenue growth and margin data for the Top [--] market/ emerging leaders in #Nifty50 👇 [--]. Eternal (Zomato)- India's leading food delivery aggregator and quick-commerce platform (Blinkit) connecting customers with restaurants and grocery stores. Revenue surged 3X in Q3 FY26 (driven by Blinkit) Contribution margin is 5% [--]. Groww- Investment platform offering broking"
X Link 2026-01-30T00:37Z [----] followers, [---] engagements

"@michaeljburry Wait for this reverse merger and price will further shoot up. But I agree its overvalued now"
X Link 2026-01-30T01:10Z [----] followers, [---] engagements

"$FOUR has ✅Strong CAP (competitive advantages) - Restaurant Coverage: Shift4 is considered a top-2 player in the US restaurant market alongside Toast with a strong emphasis on full-service dining covering 1/3 of US table service restaurants. Hospitality & Enterprise: Beyond food service they power payments for 40% of US hotels and 75% of stadiums. ✅ International Expansion: Has grown its customer base through acquisitions and setting up partnerships Example In [----] Shift4 Payments acquired Global Blue Group Holding a Swiss payments company that provides tax-free shopping and currently has a"
X Link 2026-01-30T04:12Z [----] followers, [---] engagements

"🚀Qwen has recorded more than 700M cumulative model downloads on HuggingFace and reached over 30M monthly active users 📊Adoption velocity Qwen holds the #1 global ranking among all open source model families Qwen recorded a 149% month-over-month growth rate in December [----] In [----] Qwens single-month downloads in December [----] exceeded the combined total of the next [--] most popular AI model families (including Metas Llama DeepSeek OpenAI Mistral Nvidia Zhipu Moonshot and MiniMax) 📈 $BABA QWEN global enterprise adoption is surging (90000+ as of Jan 2026) @litcapital AHEM"
X Link 2026-01-31T15:27Z [----] followers, [---] engagements

"Jensen Huang calling it Memory Super Cycle 🗓Memory Cycle Outlook: Multi-year upcycle: TAM $300B by [----] NAND ASP +7% in [----]. HBM to $90B (43% of DRAM); tight supply rising capex 7-12%. Positive on SK Hynix Samsung Micron Sandisk Kioxia due to AI demand. $SNDK $MU $KORU https://twitter.com/i/web/status/2017773492255531190 https://twitter.com/i/web/status/2017773492255531190"
X Link 2026-02-01T01:34Z [----] followers, [---] engagements

"$NVO Wegovy pill hits over [-----] U.S. prescriptions in the second full week after its launch IQVIA data The initial uptake is considered stronger than the [----] launch of Eli Lillys Zepbound injector which hit [-----] prescriptions after one full month $LLY"
X Link 2026-02-01T23:29Z [----] followers, [---] engagements

"$NVO CagriSema demonstrated superior HbA1c reduction of 1.91%-points and weight loss of 14.2% in adults with type [--] diabetes in the REIMAGINE [--] trial. $NVO Bullish tailwinds Wegovy pill Cagrisema 📈 #PRESS CagriSema demonstrated superior HbA1c reduction of 1.91%-points and weight loss of 14.2% in adults with type [--] diabetes in the REIMAGINE [--] trial. Learn more here: https://t.co/keus3V3ovc https://t.co/SFXVsYlje9 #PRESS CagriSema demonstrated superior HbA1c reduction of 1.91%-points and weight loss of 14.2% in adults with type [--] diabetes in the REIMAGINE [--] trial. Learn more here:"
X Link 2026-02-02T16:56Z [----] followers, [---] engagements

"@larrywabrams Its the growth rate that commands premium for $ALAB"
X Link 2026-02-02T18:51Z [----] followers, [---] engagements

"⛔Guess why $AMZN and $GOOG ARE fown just 1% in a brutal market day Amazon owns 19% of Anthropic Google owns 14% of Anthropic Anthropic is eating the software 👇 From Peak:: $MSFT -24.95% $PLTR -33.79% $CRM -43.33% $ORCL -57.86% $INTU -45.23% $APP -38.04% $ADBE -41.61% $NOW -48.45% $PANW -26.20% $CRWD -25.60% $RBRK -48.23% $SNPS -36.25% $CDNS -28.33% $ADSK -25.75% $FTNT -29.27% $ROP -39.43% $WDAY -43.18% Am bullish on $FIG bcoz Anthropic just launched interactive tool with Figma https://twitter.com/i/web/status/2019139586669400380 https://twitter.com/i/web/status/2019139586669400380"
X Link 2026-02-04T20:02Z [----] followers, [---] engagements

"🚨In [--] months - Well have data centers in space - Elon If you have a [--] year holding period these stocks will benefit immensely:: $TSLA SPACEX $RKLB $RDW $MDALF"
X Link 2026-02-04T23:51Z [----] followers, [---] engagements

"Wow this is super bullish for Chinese LLMs $BABA QWEN and $BABA KIMI can cross-pollinate AI Parallel ai task processing for higher efficiency and lower Mrmiry requirements QWEN App is already leading across parameters Due to the Agent Swarm innovation Kimi K2.5 Agent feels so much better Instead of trying to increase the interactivity via more memory bandwidth the 10x cracked Chinese engineers take a different approach by dividing an task into any parallel subtasks such that they can https://t.co/YoTDebmTjz Due to the Agent Swarm innovation Kimi K2.5 Agent feels so much better Instead of"
X Link 2026-02-05T20:06Z [----] followers, [----] engagements

"Only [--] companies you need to invest in AI 👇 [--]. Pro-Copper $CRDO [--]. Anti-Copper $LITE There is no better hedge to each other but both have strong demands 🚀 📉🔻COPPER SHORTAGES THAT IS STOPPING AI SCALING. WHAT CAN OVERCOM THIS Answer can be found in a recent news that went unnoticed mostly. Read 👇 "NVIDIA is transitioning NVLink from traditional copper cables to co-packaged optics (CPO) to overcome distance limitations and https://t.co/w2o3f2MJv5 📉🔻COPPER SHORTAGES THAT IS STOPPING AI SCALING. WHAT CAN OVERCOM THIS Answer can be found in a recent news that went unnoticed mostly. Read 👇"
X Link 2026-02-05T22:53Z [----] followers, [---] engagements

"$KNSL Kinsale Capital: was waiting for a great entry point. Down 17% Excellent results: Gross written premiums increased by 25.5% to $448 million YoY Net investment income increased by 59.1% to $32 million Underwriting income was $65 million resulting in a combined ratio of 79.5% Annualized operating return on equity was 28.9% Earnings per share increased by 76.7% Market always gives you an opportunity if we are ready to wait ✅ https://twitter.com/i/web/status/1783878729774641217 https://twitter.com/i/web/status/1783878729774641217"
X Link 2024-04-26T15:20Z [----] followers, [----] engagements

"$FOUR Shift4 is the Constellation software of Payments business Serial acquirer 🎯This helps Shift4 scoop up rivals customers in payments market. Latest: Shift4 acquired a majority stake in the German company Vectron Systems a supplier of point-of-sale systems. Vectronprovides POS systems to the restaurant and hospitality industries and reaches about [-----] locations in Europe equaling about $27 billion in payments volume. 2024: Shift4 bought POS firm Revel for $250M and integrated Revels POS functionality into its SkyTab POS system Revel point-of-sale terminals are in [-----] merchant locations"
X Link 2024-06-18T02:00Z [----] followers, [----] engagements

"Meta LLama integration with WhatsApp is the Fastest and Easiest adoption of AI by consumers and business enterprises WhatsApp is the most popular messaging service in over [---] countries. It has over [--] billion active users $META WhatsApp Ai chat can really help [--]. Search [--]. Payments [--]. Personal agent [--]. Research Most important of all: They can start publishing personalized Ads in Chat responses. This is Huge ROIC of their AI investments in $NVDA servers. Here is an example of a quick search I did today"
X Link 2024-08-07T16:12Z [----] followers, 60.7K engagements

"Rare Earths are in demand but its tough to pick stocks. So buying an ETF is a great choice There are couple ETFs focused on rare earth stocks. [--]. VanEck Rare Earth and Strategic Metals ETF ( $REMX) Companies involved in mining refining and producing rare earth and strategic metals. Below is a detailed breakdown of the top [--] holdings 👇 [--]. TSX: $LAC - Lithium Americas Corp. (8.09%) [--]. ASX: $LYC - Lynas Rare Earths Limited (7.63%) [--]. $MP - MP Materials Corp. (7.12%) [--]. ASX: $PLS - Pilbara Minerals Limited (6.42%) [--]. $ALB - Albemarle Corporation (6.38%) [--]. $SHA:600111 - China Northern Rare"
X Link 2025-10-11T14:32Z [----] followers, [----] engagements

"ANT IPO AND AI CHIPS WILL TAKE $BABA TO $1 TRILLION VALUATION $RKLB STILL HAS LONG RUNWAY - TAKING A LEAF OUT IF SPACE && $CRWV MCAP WILL BE A $200 BILLION BASED ON ANTHROPIC AND OPENAI PREMIUM IN PRIVATE MARKETS"
X Link 2025-11-02T04:07Z [----] followers, [----] engagements

"SK Hynix and Samsung to invests 100s of $ billion soaring demand for AI memory chips including high-bandwidth memory (HBM) Expect large scale capex in US too. $MU $SNDK $KORU SK Hynix holds 62% marketshare in HBM Market and pushing boundaries with [--] game-changing technologies for AI: ✅High-Bandwidth NAND Flash (HBF) ✅ High-Bandwidth Storage (HBS) Lets dive into how theyre revolutionizing memory for AI workloads. Introducing High-Bandwidth https://t.co/39rMrXy2ow SK Hynix holds 62% marketshare in HBM Market and pushing boundaries with [--] game-changing technologies for AI: ✅High-Bandwidth NAND"
X Link 2025-11-17T13:19Z [----] followers, [---] engagements

"$KORU UP 30% IN [--] MONTH SK HYNIX HOLDS 62% OF HBM MARKET Samsung Electronics is expected to lift its share of the high-bandwidth memory (HBM) market above 30% in [----] 💥HBM (High Bandwidth Memory) market is experiencing a massive "bull run" driven by explosive AI demand benefiting leaders like SK Hynix (strong Nvidia link early HBM3/3E lead) and Samsung (XAI) https://twitter.com/i/web/status/2005689758807150753 https://twitter.com/i/web/status/2005689758807150753"
X Link 2025-12-29T17:17Z [----] followers, [---] engagements

"$KORU at $266 📈 Memory stocks are on fire. I like Korea still for all the right reasons along with $Mu and $SNDK $KORU UP 30% IN [--] MONTH SK HYNIX HOLDS 62% OF HBM MARKET Samsung Electronics is expected to lift its share of the high-bandwidth memory (HBM) market above 30% in [----] 💥HBM (High Bandwidth Memory) market is experiencing a massive "bull run" driven by explosive AI demand https://t.co/1QJijUhLJB $KORU UP 30% IN [--] MONTH SK HYNIX HOLDS 62% OF HBM MARKET Samsung Electronics is expected to lift its share of the high-bandwidth memory (HBM) market above 30% in [----] 💥HBM (High Bandwidth"
X Link 2026-01-15T13:00Z [----] followers, [---] engagements

"$KORU TOUCHED $300 Up 4X since this tweet Still holding SK Hynix and Samsung holds 62% of HBM Markets and we are in a Memory super cycle. ( $SNDK $MU as well 🚀) Not jus memory and AI Korea also benefitting from strong defence manufacturing orders from EU 👇 China should take a leaf from S.Korea how they rebounded through market friendly approach . $KWEB $BABA I have benefited from KOSPI and $KORU s meteoric rise 🚀 Many investors doesnt know this - Samsung Kakao digital bank SK Hynix and Hyundai form 30% of S. Korean KOSPI https://t.co/O6a57PFbla China should take a leaf from S.Korea how"
X Link 2026-01-21T19:56Z [----] followers, [----] engagements

"$SNDK touched $500 $KORU on its way to $400 Memory super cycle getting stretched. but yes still in $MU SK Hynix Samsung 📈 $KORU TOUCHED $300 Up 4X since this tweet Still holding SK Hynix and Samsung holds 62% of HBM Markets and we are in a Memory super cycle. ( $SNDK $MU as well 🚀) Not jus memory and AI Korea also benefitting from strong defence manufacturing orders from EU 👇 $KORU TOUCHED $300 Up 4X since this tweet Still holding SK Hynix and Samsung holds 62% of HBM Markets and we are in a Memory super cycle. ( $SNDK $MU as well 🚀) Not jus memory and AI Korea also benefitting from"
X Link 2026-01-28T03:53Z [----] followers, [---] engagements

"We are underestimating this Memory super cycle - $MU $SNDK $KORU Samsung and SK Hynix to Cut Rather Than Increase NAND Flash Production This Year Maximizing Profits in Super Boom Period Samsung Electronics and SK Hynix which together hold more than 60% of the global NAND flash market are expected to reduce their NAND flash production https://t.co/vNIzPzIXR6 Samsung and SK Hynix to Cut Rather Than Increase NAND Flash Production This Year Maximizing Profits in Super Boom Period Samsung Electronics and SK Hynix which together hold more than 60% of the global NAND flash market are expected to"
X Link 2026-01-20T13:13Z [----] followers, [---] engagements

"Have learnt a lot by just listening to his interviews over years as a retail investor. So much able but so modest perfect for the role. Congrats to Nilesh Shah @NileshShah68 for the economic advisory role and good luck 👍. Will keep learning from you"
X Link 2019-10-20T18:29Z [----] followers, [--] engagements

"Loved watching parasite 👏. But I still feel Dhrishyam should have hands down won Oscar if Parasite can win. Much more realistic and life in there than acting. Malayalam movies some day 👍@Mohanlal the complete actor"
X Link 2020-02-13T05:05Z [----] followers, [---] engagements

"2020 has been a challenging year. happy that my personal portfolio did really well. Here are [--] Key Stock Market Investing Lessons I re-registered. https://youtu.be/tWogjw3DcEM https://youtu.be/tWogjw3DcEM"
X Link 2020-12-14T02:28Z [----] followers, [--] engagements

"Created this Just For Fun. 😊📈. Stock Market Crazy Bull Run -- Will the bubble burst - #SCAM1992 remix https://youtu.be/P1xFaYFkbn8 https://youtu.be/P1xFaYFkbn8"
X Link 2020-12-26T23:30Z [----] followers, [--] engagements

"Here is a video on few lessons from great stock market crashes #StocksToBuy #fintwit https://youtu.be/6TeEPCo2TQI https://youtu.be/6TeEPCo2TQI"
X Link 2021-01-19T22:56Z [----] followers, [--] engagements

"Gold related stocks like #Titan and #manappuram have outperformed Gold returns itself by a factor of [--] & [--] times But still Indias gold holding is so high As @NileshShah68 mentioned there is more than [-----] tonnes of gold held by Indian population worth $2 Trillion"
X Link 2021-03-20T22:19Z [----] followers, [---] engagements

"@TomGardnerFool The biggest takeaway is migration from Asset heavy ( industrial) economy to Asset light (digital) economy. This is not only in US. Every major economies are seeing this shift 👍 Here is top [--] in [----] and Amazon was not even there"
X Link 2021-10-22T13:44Z [----] followers, [--] engagements

"This is hilarious got it as a forward. Adani & Hindenburg vs Silicon Valley bank debacle 😅"
X Link 2023-03-13T18:02Z [----] followers, [----] engagements

"@real_bill_gross Regional banks are Totally cheap. But is it a value trap https://x.com/sancompounding/status/1716472804910965157s=46 $Ally Bank has returned -6% over last [--] years since listing in [----] Regional Bank Index $KRE is down 16% over last [--] years US Financials are the most hated sector since a long time now. Opportunity https://t.co/Km5fr9kWud https://x.com/sancompounding/status/1716472804910965157s=46 $Ally Bank has returned -6% over last [--] years since listing in [----] Regional Bank Index $KRE is down 16% over last [--] years US Financials are the most hated sector since a long time"
X Link 2023-10-23T15:56Z [----] followers, 13.7K engagements

"$HIMS As I keep repeating markets are way underpricing the optionality of this platform. A recent one 👇 Some recent work for @wearehers Hair Serum. Tone on tone all day. #cinema4d #redshift https://t.co/4KAr9dGxQJ Some recent work for @wearehers Hair Serum. Tone on tone all day. #cinema4d #redshift https://t.co/4KAr9dGxQJ"
X Link 2024-03-20T19:08Z [----] followers, [----] engagements

"Applying 'First Principles Thinking' Concept to Financial Planning and investing Game of Investing Podcast - Ep#16: 👇"
X Link 2024-03-20T23:04Z [----] followers, [----] engagements

"$HIMS Christopher Payne is a great onboard for Hims and Hers He believes in extreme customer focus He said recently : When it comes to staying competitive Ive always focused on the customer and worked backwards from there. Thats been true of everywhere Ive worked Microsoft Amazon eBay and now DoorDash. If you keep doing a better job at meeting the customer it means youll get more money more advantage more retention"
X Link 2024-04-03T15:24Z [----] followers, [----] engagements

"86 million people can become millionaires worldwide by [----]. Rise to top 1% with these [--] essential AI investing ideas:"
X Link 2024-04-10T18:47Z [----] followers, 12.1K engagements

"$HIMS Market often gives opportunities with near term sentiments . Great results. GLP-1 onboarding will be strong tailwinds for future growth 👇 $HIMS Hims & Hers A D2C Health company has been growing rapidly. Why MedMatch is the Biggest Advantage for Hims & Hers: How does Hims Platform work A [--] step walkthrough based on an interview with their Chief Medical Officer 👇 MedMatch is an AI based platform that https://t.co/HqqbLQ493J $HIMS Hims & Hers A D2C Health company has been growing rapidly. Why MedMatch is the Biggest Advantage for Hims & Hers: How does Hims Platform work A [--] step"
X Link 2024-05-07T03:09Z [----] followers, [----] engagements

"4. Indian Single Malts on the Rise: Indri Amrut Rampur Kamet and Paul John are shaking up the global spirits scene dominated by Pernod and Diageo. These rising stars are reshaping India's $33 billion spirit market. In a stunning upset Amrut's 183% surge dethroned Pernod's Glenlivet which had been India's top-selling single malt with a 39% growth in [----] according to Euromonitor data"
X Link 2024-05-24T16:41Z [----] followers, [---] engagements

"AI Astronomical Rise is here. If you are not learning AI you are loosing out. Master AI with Just #5 YouTube talks. Bookmark Now"
X Link 2024-05-31T06:05Z [----] followers, [----] engagements

"The implementation of Basel III is expected to have significant implications for the gold market. One of the key changes with Basel III is the reclassification of gold from a Tier [--] asset to a Tier [--] asset with a 0% risk weighting similar to cash and government bonds. Gold's previous classification as a Tier [--] asset meant that banks had to hold more capital against their gold holdings. Its change to a Tier [--] asset is likely to make gold a more attractive reserve asset for banks as it will require less capital to be held against gold holdings. [--]. This is driving gold market. With banks"
X Link 2024-08-20T14:12Z [----] followers, [----] engagements

"Gold prices has Doubled in last [--] years since [----]. Why is Gold prices on a tear The implementation of Basel III is expected to have significant implications for the gold market From [----] One of the key changes with Basel III is the reclassification of gold from a Tier [--] asset to a Tier [--] asset with a 0% risk weighting similar to cash and government bonds. Gold's previous classification as a Tier [--] asset meant that banks had to hold more capital against their gold holdings. Its change to a Tier [--] asset is likely to make gold a more attractive reserve asset for banks as it will require less"
X Link 2024-08-20T14:18Z [----] followers, [---] engagements

"@Quartr_App @ConsensusGurus @EricJhonsa @InvestWthIcebox @berg_bernt @danielnewmanUV @stackmarket @Frederi55284379 @WilliamGKubik @dissectmarkets Hyperscalers Capex directly reflects in $NVDA AI revenue scaling"
X Link 2025-01-29T21:58Z [----] followers, [---] engagements

"Perplexity Deep Research is just stunning for Investors. Here is an Example . Since the whole world is talking about $GRAB I asked Perplexity Finance -- Deep research to "Give me an Investment thesis on $GRAB" Here is a [--] page Investment Thesis Generated by Perplexity 👇"
X Link 2025-02-18T02:02Z [----] followers, [----] engagements

"@lalitinvestor Moneycontrol is the worst App in finance. The way they bombard Ads is irritating to users. People would rather pay than see the deluge of ads"
X Link 2025-05-23T18:56Z [----] followers, [----] engagements

"@StockMKTNewz @chartrdaily But $NFLX Ad division is jus getting started. so its a 2X TAM Opportunity for Netflix in AVOD tier"
X Link 2025-05-25T00:17Z [----] followers, [----] engagements

"Bookmark this. Bridgewater exit could mark the quarter Chinese stocks hit the bottom. $BABA $KWEB Bridgewater Exits Alibaba Shifts to Google Meta Microsoft Amid China Pullback Bridgewater Associates the worlds largest hedge fund sold all its holdings in US-listed Chinese companies in Q2 signaling a retreat amid geopolitical tensions and weakening investor sentiment. https://t.co/JtHH8uvZDY Bridgewater Exits Alibaba Shifts to Google Meta Microsoft Amid China Pullback Bridgewater Associates the worlds largest hedge fund sold all its holdings in US-listed Chinese companies in Q2 signaling a"
X Link 2025-08-14T15:31Z [----] followers, [----] engagements

"@biancoresearch Here is a better [--] AI list represented https://x.com/sancompounding/status/1952454224752607684s=46 [--] AI Companies Across Ecosystem :: LLMs: $MSFT $GOOG $META GROK $BABA Nuclear: $GEV $SMR $OKLO Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR ASICs: $AVGO $MRVL $META Energy/Grid: $AMSC $TLN $VST HPC connectivity: $CRDO $ALAB Data Centers: $IREN $NBIS $APLD AI Racks https://t.co/ymIEDKtvsi https://x.com/sancompounding/status/1952454224752607684s=46 [--] AI Companies Across Ecosystem :: LLMs: $MSFT $GOOG $META GROK $BABA Nuclear: $GEV $SMR $OKLO Semis: $NVDA $AMD $TSM $ASML"
X Link 2025-10-06T16:53Z [----] followers, [----] engagements

"Korea could well be the best market in [----] 🚀Strong tailwinds : $KORU ✅Memory super cycle 🌍Defence outsourcing by EU 🏦Digital banks ( rate cuts) and deregulations 📊AI Chip partnerships - Samsung with xAI The Memory Supercycle is here. New reports from Morgan Stanley est. - Samsung's net profit $163.0B USD - SK Hynix's $120.9B USD. That would make Samsung the most profitable company in the world even more than $NVDA and $GOOGL. Here are the top [--] rankings: [--]. Samsung https://t.co/EllvfY0dxq The Memory Supercycle is here. New reports from Morgan Stanley est. - Samsung's net profit $163.0B"
X Link 2026-02-02T01:40Z [----] followers, [---] engagements

"Korean companies going all-in AI Korea is the new China/Taiwan for US Semi supply chain $KORU SK Hynix Plans to Establish a Dedicated US-Focused Wing Ironically Called the AI Company to Capitalize on Memory Demand. 📰 News Source: https://t.co/er55uIjXi2 https://t.co/Q8p668Zrtg SK Hynix Plans to Establish a Dedicated US-Focused Wing Ironically Called the AI Company to Capitalize on Memory Demand. 📰 News Source: https://t.co/er55uIjXi2 https://t.co/Q8p668Zrtg"
X Link 2026-02-01T20:55Z [----] followers, [---] engagements

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