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@alc2022 Avatar @alc2022 Antonio Linares

Antonio Linares posts on X about $amd, hims, $hims, pltr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Mentions: XXX #

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Followers: XXXXXX #

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Social category influence stocks #637 technology brands #3378 finance #3226 automotive brands #573 cryptocurrencies #1061 social networks XXXX% countries XXXX%

Social topic influence $amd #2, hims #2, $hims #1, pltr #2, $pltr #2, $iren #1, $duol #31, $tsla #8, $snap #13, inference #18

Top accounts mentioned or mentioned by @danielisdizzy @joinyellowbrick @zeff_pena @globalcollapse @cernunnoscap @therealzarie @nikoliasgoninus @marcalcarbo @thebtcminingguy @cmdarnton @007ofwallst @rfizal_izwn @joecarlsonshow @bitcoin_few @alanbialo @hoochie_pants @anongirder @rocket77799 @nighthawktradez @equitymonster83

Top assets mentioned Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) Palantir (PLTR) Iris Energy Limited Ordinary Shares (IREN) Duolingo, Inc. Class A Common Stock (DUOL) Tesla, Inc. (TSLA) Snap, Inc. (SNAP) Spotify Technology (SPOT) Oscar Health, Inc. (OSCR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Amazon.com, Inc. (AMZN) Lemonade, Inc. (LMND) Costco Hot Dog (COST) Netflix Inc (NFLX) Novo-Nordisk (NVO) ZetaChain (ZETA) Apple, Inc. (AAPL) Bitcoin (BTC) Microsoft Corp. (MSFT) Clear Secure, Inc. (YOU) Costco Wholesale Corporation (COST)

Top Social Posts #

Top posts by engagements in the last XX hours

"9. This is why $AMD represents a highly asymmetric opportunity. They are positioned to gain real share in the datacenter while also owning a large and mostly uncontested opportunity at the Edge. At the same time $AMD's ROCm software is advancing quickly as shown below 👇"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:32 UTC 90.5K followers, XXX engagements

"@DrTomsLens Im not XXX% clear on the moat no"
@alc2022 Avatar @alc2022 on X 2025-07-13 17:17:04 UTC 90.2K followers, 12.4K engagements

"Awesome summary of my $IREN deep dive my @MonstaStock"
@alc2022 Avatar @alc2022 on X 2025-07-02 17:40:46 UTC 90.4K followers, 57.5K engagements

"11. I also believe that as AI matures new workloads will emerge. Just a few years ago no one was talking about inference. Now its everywhere. Looking ahead I believe $AMD's chiplet platform will continue to deliver value by giving customers a total cost of ownership advantage for new AI workloads faster and more cost effectively than the competition"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:34 UTC 90.5K followers, XXX engagements

"I only own these X stocks: X. $PLTR X. $HIMS X. $SPOT X. $TSLA X. $DUOL X. $AMD"
@alc2022 Avatar @alc2022 on X 2025-07-13 16:52:08 UTC 90.4K followers, 236.2K engagements

"Stocks track free cash flow per share. Health tracks mitochondrial efficiency"
@alc2022 Avatar @alc2022 on X 2025-07-14 11:19:04 UTC 90.5K followers, 18.7K engagements

"Although $IREN is much bigger (with XXX gW) both $IREN and $NBIS are scaling really fast. In turn $NBIS is gaining operating leverage unusually fast. This makes me think $NBIS Cloud AI could become an industry standard a bit like $PLTR"
@alc2022 Avatar @alc2022 on X 2025-07-16 17:05:31 UTC 90.5K followers, 41.1K engagements

"3. $DUOL began by helping people learn languages. Now its teaching music math and even chess. As it expands across subjects and reaches more MAUs $DUOL is building one of the most valuable learning datasets in the world. $DUOL is learning how to teach anything to anyone 👇"
@alc2022 Avatar @alc2022 on X 2025-07-09 16:27:18 UTC 90.5K followers, 15.1K engagements

"1. $TSLA stock is up 24000%+ over the past XX years because they've created a machine that churns out EVs faster and cheaper than any other machine. This has been made possible by vertical integration constant iteration and manufacturing facility franchising"
@alc2022 Avatar @alc2022 on X 2025-07-11 19:00:14 UTC 89.5K followers, 5613 engagements

"4. Many investors assume that so long as Zuck is around $SNAP can't thrive. But the DAU growth and Snapchat+ evolution suggests this is not true. $SNAP's competitive advantage is that it connects you to your friend in the world and doesn't suck you into an alternate VR:"
@alc2022 Avatar @alc2022 on X 2025-07-12 16:54:15 UTC 90.4K followers, 5522 engagements

"Inference is going up by a billion. $AMD is the inference king"
@alc2022 Avatar @alc2022 on X 2025-07-15 21:44:22 UTC 90.5K followers, 34.1K engagements

"7. $RKLB $ASTS $RKLB and $ABCL have negative cash from operations as you can see in the graph below. But that's because they're investing in getting their platforms right. Once they do it'll be hard to produce more and cheaper rockets D2D satellites datacenters and effective drugs than $RKLB $ASTS $IREN and $ABCL"
@alc2022 Avatar @alc2022 on X 2025-07-11 19:00:20 UTC 90.5K followers, 3609 engagements

"I see many folks on this app now focusing on free cash flow per share"
@alc2022 Avatar @alc2022 on X 2025-07-14 10:11:09 UTC 90.5K followers, 27.4K engagements

"6. AI is shifting from the datacenter to the Edge. Billions of devices will be running inferences. These devices have limited space and limited battery power compared to what datacenters can offer. With the acquisition of Xilinx $AMD is now in position to lead the entire AI at the Edge market 👇"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:27 UTC 90.5K followers, 1401 engagements

"4. In health insurance $OSCR is putting the $COST playbook to work transforming a typically frustrating experience into something seamless. This operational efficiency is driving rapid subscriber growth by simplifying provider workflows. $OSCRs earnings calls are filled with examples including CEO Mark Bertolinis Q1 2025 commentary"
@alc2022 Avatar @alc2022 on X 2025-07-11 18:29:16 UTC 89.5K followers, 10.1K engagements

"Companies with 100X potential: X. $PLTR X. $DUOL X. $HIMS X. $ASTS X. $RKLB"
@alc2022 Avatar @alc2022 on X 2025-05-14 10:22:22 UTC 89.5K followers, 120.1K engagements

"5. $IREN has shown that this blueprint works. Which is why I believe that looking ahead: X. $IREN will keep growing quickly and build many more datacenters. X. The AI vertical will likely gain momentum as well. X. Over time this blueprint will likely generate profits similar to $TSLA"
@alc2022 Avatar @alc2022 on X 2025-07-13 13:09:50 UTC 90.4K followers, 2814 engagements

"I went long $PLTR at $X. Now I see $ABCL turning into the $PLTR of biotech 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-15 17:26:20 UTC 90.5K followers, 239.8K engagements

"What company should I do a deep dive on after $SNAP"
@alc2022 Avatar @alc2022 on X 2025-07-11 21:38:36 UTC 90.4K followers, 27.7K engagements

"3. Like any other social network $SNAP's business is about: I. acquiring more users II. and making more money per user. As the evolution of $SNAP's free cash flow per share shows they've executed well since 2022:"
@alc2022 Avatar @alc2022 on X 2025-07-12 16:54:13 UTC 90.5K followers, 2784 engagements

"6. $ABCL feels more like a science project right now but if they keep executing effectively I believe theyre on track to become the $PLTR of biotech. If ABCL575 and ABCL635 clear clinical trials their platform could come to live quickly👇"
@alc2022 Avatar @alc2022 on X 2025-07-11 19:00:19 UTC 89.5K followers, 4643 engagements

"2. $ASTS is rolling out a D2D satellite network that could unlock billions in free cash flow almost overnight. Still not cash flow positive like $RKLB but looks to be approaching a key inflection point 👇"
@alc2022 Avatar @alc2022 on X 2025-07-16 14:43:08 UTC 90.5K followers, 7540 engagements

"Im an early and long term $AMD $TSLA $PLTR $SPOT $HIMS $DUOL investor. My incentives on this platform are to make the best investments possible in public so more people want to buy my course to learn the mental framework behind my picks"
@alc2022 Avatar @alc2022 on X 2025-06-02 11:18:32 UTC 90.5K followers, 269.9K engagements

"$HIMS and $PLTR earnings on the 4th of August. Entertainment is guaranteed"
@alc2022 Avatar @alc2022 on X 2025-07-15 08:29:19 UTC 90.5K followers, 38K engagements

"5. My impression is that $SNAP is highly customer centric. So long as they remain focused on end customers I believe their network will tend to continue growing successfully. This example particularly caught my eye 👇"
@alc2022 Avatar @alc2022 on X 2025-07-12 16:54:16 UTC 90.4K followers, 10K engagements

"1. Most investors still think of $DUOL as just a playful language app. But with 130M MAUs as of Q1 2025 $DUOL is quietly laying the foundation for a smarter more efficient and learner-first global education system. $DUOL today is what $AMZN was to ecommerce two decades ago"
@alc2022 Avatar @alc2022 on X 2025-07-09 16:27:16 UTC 90.5K followers, 12.7K engagements

"I'm up 20X on $PLTR. And 4X on $HIMS. $DUOL is my next big bet. I believe $DUOL is positioned to take over the entire $10T global education market 🧵"
@alc2022 Avatar @alc2022 on X 2025-06-20 14:07:02 UTC 90.4K followers, 189.6K engagements

"$ABCL is building a platform that could cure any human illness"
@alc2022 Avatar @alc2022 on X 2025-07-16 12:22:30 UTC 90.5K followers, 29.6K engagements

"At home testing paves the path for $HIMS to bring precision medicine to everyone. Combined with peptides this positions $HIMS to prevent illness"
@alc2022 Avatar @alc2022 on X 2025-07-14 09:44:46 UTC 90.5K followers, 16.4K engagements

"The last two deep dives have been on $OSCR and $IREN. What company next"
@alc2022 Avatar @alc2022 on X 2025-07-03 12:36:16 UTC 89.5K followers, 89.3K engagements

"All my companies have key man risk. Its reasonable to expect that at least one key man will implode over time"
@alc2022 Avatar @alc2022 on X 2025-07-15 09:00:12 UTC 90.5K followers, 14.5K engagements

"Id say my brain only become a nice place to be in around X years ago. Before that the intensity of it was largely overwhelming. I couldnt lean into it as I do now"
@alc2022 Avatar @alc2022 on X 2025-07-14 12:43:09 UTC 90.5K followers, 14K engagements

"5. This doesnt mean $NVDA wont perform well. The market is big enough for both $AMD and $NVDA. But $AMD is zeroed in on a different opportunity: inference at the Edge. Lisa has been building quietly and now shes starting to speak up 👇"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:26 UTC 90.4K followers, 1438 engagements

"@theBTCMiningGuy Excellent execution but the point remains. $NBIS software may be trascendental for AI workloads"
@alc2022 Avatar @alc2022 on X 2025-07-16 17:09:41 UTC 90.5K followers, 3671 engagements

"$PLTR is applying to itself the same flywheels that it enables for its customers. As a result I believe the law of large numbers doesnt apply here. $PLTR should accelerate as it gets bigger"
@alc2022 Avatar @alc2022 on X 2025-07-12 17:27:37 UTC 90.4K followers, 24.8K engagements

"Over the past month Ive written deep dives on: X. $IREN X. $OSCR X. $SNAP And updates on: X. $LMND X. $ABCL Link in bio to access them for free"
@alc2022 Avatar @alc2022 on X 2025-07-13 18:38:39 UTC 90.5K followers, 54.5K engagements

"Companies with no competition: X. $PLTR X. $AMD X. $HIMS X. $SPOT X. $DUOL X. $TSLA"
@alc2022 Avatar @alc2022 on X 2025-06-27 14:11:00 UTC 90.4K followers, 404.1K engagements

"4. The total cost of ownership for $AMD beats $NVDA hands down. MI300X costs about a quarter of what H100 or H200 chips do. As models get bigger and hyperscalers chase efficiency $AMD looks like the smart bet. Just ask Zuck and the rest 👇"
@alc2022 Avatar @alc2022 on X 2025-06-09 16:18:11 UTC 90.5K followers, 7291 engagements

"5. This does not mean $NVDA will not do well. The market is large enough for both $AMD and $NVDA. But $AMD is focused on something else: inference at the Edge. Lisa has been executing quietly and is now beginning to speak up 👇"
@alc2022 Avatar @alc2022 on X 2025-06-26 15:28:53 UTC 90.5K followers, 6943 engagements

"6. AI is moving from the datacenter to the Edge. Billions of devices will be running inferences. These devices have less space and less battery power than what is available in datacenters. By acquiring Xilinx $AMD has put itself in position to lead the entire AI at the Edge market 👇"
@alc2022 Avatar @alc2022 on X 2025-06-26 15:28:54 UTC 89.4K followers, 6638 engagements

"$IREN is successfully applying the $TSLA playbook to datacenters and is positioned to grow exponentially as crypto and AI continue growing fast 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-13 13:09:45 UTC 90.5K followers, 102.7K engagements

"1. Firstly thanks to @Agrippa_Inv for his wonderful work on $IREN. Secondly the $IREN thesis can be summed up with two data points: X. $IREN compute capacity is up 50X over X years. X. Joules per terahash have dropped XX percent in roughly X years. This is pure process power 👇"
@alc2022 Avatar @alc2022 on X 2025-07-13 13:09:45 UTC 89.7K followers, 6262 engagements

"I was at the gym in Marbella yesterday outperforming your average Costa del Sol steroid-fueled wrong-doer. The latest peptide cycle has really worked. Tremendous strength and stamina gains in X months"
@alc2022 Avatar @alc2022 on X 2025-07-14 10:51:17 UTC 90.5K followers, 22.3K engagements

"$AMD is up over XX% from this year's lows. And this is only the beginning. I believe $AMD is the next trillion dollar AI giant ready to capture the entire market 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:19 UTC 90.5K followers, 71.7K engagements

"@joecarlsonshow My take is you wouldnt be writing essays about me if I wasnt outperforming you. Just my opinion"
@alc2022 Avatar @alc2022 on X 2025-07-01 22:03:02 UTC 89.5K followers, 9465 engagements

"$RKLB is the machine that builds rockets. $ASTS is the machine that builds D2D satellites. $IREN is the machine that builds datacenters. $ABCL is the machine that builds drugs. All four are following the $TSLA playbook and are positioned to take the whole market 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-11 19:00:14 UTC 90.4K followers, 130.9K engagements

"3. The question is why can $AMD add more memory to its chips than $NVDA The answer is that they have spent over a decade developing their chiplet platform which lets them combine different compute engines at a marginal cost. This gives $AMD a structural advantage in inference"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:22 UTC 90.1K followers, 1465 engagements

"The biggest shock for folks is going to be when $PLTR $HIMS and $DUOL do get XXX times bigger"
@alc2022 Avatar @alc2022 on X 2025-07-10 11:47:35 UTC 90.5K followers, 56.1K engagements

"14. While success is never guaranteed I believe $AMD is ideally positioned for the coming inference boom. The runway ahead is massive as AI keeps expanding. My original $AMD investment is up thirty times (from $4.2) and I believe $AMD will be my first XXX times everand then much more over the long term"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:38 UTC 90.5K followers, 8511 engagements

"4. Ive said many times on X that $TSLAs humanoid robots wont unlock real enterprise value until they can run because they need the right data to train on. $DUOL is no different. The future of AI-powered teaching will depend on who holds the most complete and proven education dataset. $DUOL is quietly becoming that foundation"
@alc2022 Avatar @alc2022 on X 2025-07-09 16:27:19 UTC 90.5K followers, 5714 engagements

"$ABCL is increasingly positioned to cure any illness in the human body. There's lots of financial risk and $ABCL is not yet a viable business. But the platform is fascinating and is worth watching closely"
@alc2022 Avatar @alc2022 on X 2025-06-11 09:45:29 UTC 90.5K followers, 72.1K engagements

"When studying a network you'll always find people that hate it and others that love it. Some people love $AAPL music but $SPOT is nearly a ten bagger now. MAUs/DAUs and FCF/share (afterwards) don't lie"
@alc2022 Avatar @alc2022 on X 2025-07-10 11:28:14 UTC 90.4K followers, 17.6K engagements

"1. $SNAP is remarkably undervalued for the size of its network. The market has left $SNAP for dead since 2022 but DAUs (daily active users) are up from 375M in Q4 2022 to 460M in Q1 2025"
@alc2022 Avatar @alc2022 on X 2025-07-12 16:54:10 UTC 90.2K followers, 3296 engagements

"4. Now why do I say $IREN is successfully applying the $TSLA playbook to datacenters $TSLA's financial success over the past decade comes down to one key moment the Model X production hell. That experience gave them a repeatable manufacturing blueprint which is exactly what $IREN is building 👇"
@alc2022 Avatar @alc2022 on X 2025-07-13 13:09:49 UTC 90.5K followers, 3162 engagements

"6. AI is moving from the datacenter to the Edge. Billions and billions of devices will perform inferences. And they have less space and battery than is available in datacenters. By acquiring Xilinx $AMD has positioned itself to take the whole AI at the Edge market 👇"
@alc2022 Avatar @alc2022 on X 2025-06-17 17:50:51 UTC 89.4K followers, 3904 engagements

"8. In my view these companies are worth watching very closely because although they have considerable financial risk they're all pointing at multi-trillion dollar opportunities. Much like $TSLA their respective platforms have meaningful odds of taking the whole market over time"
@alc2022 Avatar @alc2022 on X 2025-07-11 19:00:23 UTC 90.4K followers, 10.8K engagements

"2. LLMs are big. If you can store an LLM on chip electrons travel a shorter distance from memory to compute resulting in faster and cheaper inferences. To do that you need a large amount of memory. The graph below shows that $AMD MI355X has one point six times more memory than $NVDA GB200"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:21 UTC 90.4K followers, 1713 engagements

"Lots of narratives about $SNAP. But nearly half a billion daily active users"
@alc2022 Avatar @alc2022 on X 2025-07-13 11:50:47 UTC 90.4K followers, 17.7K engagements

"6. The world is going to need a huge amount of power if AI scaling laws continue to hold. $IREN's blueprint is a valuable asset for meeting those energy demands. But it is important to note that $IREN carries significant financial risk with negative cash flows 👇"
@alc2022 Avatar @alc2022 on X 2025-07-13 13:09:51 UTC 90.4K followers, 2833 engagements

"2. Revenue per DAU is actually down from $XXXX in Q4 2022 to $XXXXX in Q1 2025 because most of the DAU growth has come from emerging markets. But $SNAP has demonstrated an ability to improve monetisation over time with Snapchat+ rev having gone from zero to $600M/year 👇"
@alc2022 Avatar @alc2022 on X 2025-07-12 16:54:11 UTC 90.5K followers, 2869 engagements

"10. I have been an $AMD shareholder for nearly eleven years and I have never heard Lisa Su exaggerate. In her latest CNBC interview Lisa said the MI355 is the best inference accelerator on the market. If she says it is the best it is very likely true"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:33 UTC 90.5K followers, XXX engagements

"10. $DUOL trades at more than XX times sales so the stock is definitely not cheap (see the graph below). I could be wrong on my thesis but I believe $DUOL will vastly outperform its current valuation over the next five years. Education incumbents are simply no match"
@alc2022 Avatar @alc2022 on X 2025-07-09 16:27:22 UTC 90.5K followers, 12.9K engagements

"16. So while $ABCL is not yet a viable business it is making strong progress toward becoming a foundational platform in biotech. This thread is not financial advice and should not be taken as such. I provide educational content and financial news for informational purposes only"
@alc2022 Avatar @alc2022 on X 2025-07-15 17:26:38 UTC 90.5K followers, 14K engagements

"You have $10M to invest. You can only pick X stocks. Go"
@alc2022 Avatar @alc2022 on X 2024-06-20 12:34:37 UTC 90.2K followers, 173.8K engagements

"Medicine does come down to the balance of electrons and protons in the body. Illness is usually the excess of the latter"
@alc2022 Avatar @alc2022 on X 2025-07-14 18:19:34 UTC 90.5K followers, 37.7K engagements

"Reflecting on my life this morning I realise that I've bet my entire online reputation on a boner pill company"
@alc2022 Avatar @alc2022 on X 2025-05-16 09:38:09 UTC 89.5K followers, 48.1K engagements

"$DUOL is likely to outperform $HIMS in the coming X years"
@alc2022 Avatar @alc2022 on X 2025-07-09 13:46:13 UTC 89.5K followers, 56.6K engagements

"I think investors are sleeping on $SNAP. This could evolve into a big money making opportunity"
@alc2022 Avatar @alc2022 on X 2025-07-13 15:28:07 UTC 90.5K followers, 43.3K engagements

"Investors systematically underestimate what a top decile company can achieve over the long term. $PLTR is only getting started"
@alc2022 Avatar @alc2022 on X 2025-07-12 17:21:48 UTC 90.4K followers, 18.3K engagements

"At the limit this business is about offering optimal patient outcomes for free and using the data to create the best healthcare AI in the market that everyone else uses as a platform"
@alc2022 Avatar @alc2022 on X 2025-07-14 09:47:01 UTC 90.5K followers, 17.3K engagements

"By the way Id much rather be long $HIMS and $DUOL than $SNAP just to be clear"
@alc2022 Avatar @alc2022 on X 2025-07-13 11:52:29 UTC 90.5K followers, 32K engagements

"My $PLTR and $SPOT picks have been so successful the haters wish it hadnt happened. $HIMS is next"
@alc2022 Avatar @alc2022 on X 2025-07-09 13:10:20 UTC 89.5K followers, 38.4K engagements

"$DUOL today is like $AMZN XX years ago. It's positioned to take the whole $10T education market much like $AMZN has taken the whole ecommerce market"
@alc2022 Avatar @alc2022 on X 2025-07-09 17:41:38 UTC 90.4K followers, 174K engagements

"@MarcalCarbo @InvestInAssets I cant promise that sir"
@alc2022 Avatar @alc2022 on X 2025-07-14 12:49:21 UTC 90.2K followers, XXX engagements

"2. $RKLB $ASTS $IREN and $ABCL are executing the same playbook. It's early days for these three companies and they present considerable financial risk but so far their execution has been flawless"
@alc2022 Avatar @alc2022 on X 2025-07-11 19:00:15 UTC 90.5K followers, 4818 engagements

"I went long $AMD at $XXX and $TSLA at $XX. Next I went long $PLTR at $X $SPOT at $XXXXX and $HIMS at $XX. $DUOL is my next big bet. I believe $DUOL is uniquely positioned to dominate the $10T global education market and reshape how the world learns permanently 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-09 16:27:16 UTC 90.4K followers, 195.2K engagements

"6. Cash from operations still points to $OSCR solving a problem that customers genuinely want addressed unlike $LFMD for now. $OSCR remains fully focused on making health insurance not terrible and the response from customers suggests it is working 👇"
@alc2022 Avatar @alc2022 on X 2025-07-11 18:29:18 UTC 89.5K followers, 7945 engagements

"Most investors dont pick one giga winner in their lives. Ive picked X in a row. $AMD $TSLA $PLTR $SPOT $HIMS"
@alc2022 Avatar @alc2022 on X 2025-07-05 21:31:17 UTC 90.5K followers, 68.2K engagements

"$SNAP deep dive drops on Monday. Link in bio to receive it in your inbox for free"
@alc2022 Avatar @alc2022 on X 2025-07-11 21:37:28 UTC 89.7K followers, 16.5K engagements

"3. On paper the probability of achieving what $IREN has done so far approaches zero. In addition I have found that $IREN management tends to follow through on their plans and often executes ahead of schedule. They have also delivered operating leverage and are moving toward liquid cooling which is remarkable given the pace at which they are scaling. To me this signals a highly competent management team 👇"
@alc2022 Avatar @alc2022 on X 2025-07-13 13:09:48 UTC 90.5K followers, 5053 engagements

"The $IREN deep dive is live. Link in bio to read it for free. Special thanks to @Agrippa_Inv for all his wonderful work which has helped me learn a lot about $IREN. And thank you to all the community for sharing this investment idea with me"
@alc2022 Avatar @alc2022 on X 2025-07-02 10:39:51 UTC 90.4K followers, 79.5K engagements

"6. Per $SNAP's execution over the past few years which is far better than the market seems to be pricing in I assign reasonable odds of them seizing the AR/commerce opportunity ahead. Although there is some financial risk 👇"
@alc2022 Avatar @alc2022 on X 2025-07-12 16:54:18 UTC 90.5K followers, 9607 engagements

"I was going to make the $ABCL deep dive light but the science was too interesting. Dropping tomorrow"
@alc2022 Avatar @alc2022 on X 2024-03-30 08:48:03 UTC 89.5K followers, 13K engagements

"@MarcalCarbo @InvestInAssets Working hard 🙏🏼🙏🏼"
@alc2022 Avatar @alc2022 on X 2025-07-14 12:38:40 UTC 90.2K followers, XXX engagements

"9. I am not currently long $OSCR but I am watching the company closely. The market appears to be pricing in the assumption that Republicans will choose not to renew ACA subsidies and in doing so make their own voters significantly worse off which seems unlikely to me. In the meantime $OSCR's financials continue to support the asymmetric upside thesis 👇"
@alc2022 Avatar @alc2022 on X 2025-07-11 18:29:21 UTC 90.4K followers, 14.4K engagements

"2. $IREN has not just multiplied scale and efficiency over the past few years. They have also launched an AI vertical that is growing quickly. They fund datacenters by mining and selling $BTC then use that infrastructure to run AI workloads for customers 👇"
@alc2022 Avatar @alc2022 on X 2025-07-13 13:09:47 UTC 90.5K followers, 4373 engagements

"1. At $AMD's Advancing AI event CEO Lisa Su announced that the MI355 delivers XX percent more tokens per percent than $NVDA Blackwell. This shows $AMD has a structural advantage in inference"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:20 UTC 90.4K followers, 1835 engagements

"12. So while the market keeps comparing $AMD to $NVDA on the surface it is missing the bigger picture. I. $AMD's platform offers a structural advantage for inference. II. $AMD is poised to capture significant market share in datacenter inference and become the leading inference player at the Edge"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:35 UTC 90.1K followers, XXX engagements

"9. For example its nearly impossible for a human to compete with an AI that has observed millions of people learning math and: I. Fully understands what works for each learner. II. Never needs to eat or rest. III. Operates at a fraction of the cost. Hear $DUOL CEO Luis von Ahn explain this 👇"
@alc2022 Avatar @alc2022 on X 2025-07-09 16:27:22 UTC 89.4K followers, 4604 engagements

"I deny having said that $HIMS was going to become a platform that brings top decile healthcare to the masses. There is also no proof of me saying that"
@alc2022 Avatar @alc2022 on X 2025-07-13 23:48:55 UTC 90.5K followers, 42.4K engagements

"The market has left $SNAP for dead. But $SNAP now has 0.5B DAUs and 0.9B MAUs making it the 9th largest social media platform on Earth. And Snapchat+ has grown from X paid subs in Q2 2022 to more than 15M paid subs today and a $600M/year annual rev. run rate 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-12 16:54:09 UTC 90.5K followers, 69K engagements

"$PLTR is now building an AI forward deployed engineer. I think I can take off for the summer"
@alc2022 Avatar @alc2022 on X 2025-04-19 10:03:19 UTC 89.5K followers, 96.9K engagements

"6. $ABCL still feels more like a science project right now. But with continued solid execution it could become the $PLTR of biotech. If ABCL575 and ABCL635 make it through clinical that inflection point might not be far off 👇"
@alc2022 Avatar @alc2022 on X 2025-07-16 14:43:12 UTC 90.5K followers, 5702 engagements

"7. $IREN has secured XXX gigawatts for end customers which is the core of the thesis. Looking ahead I believe it is more likely than not that they will continue to secure additional gigawatts along with greater operating leverage"
@alc2022 Avatar @alc2022 on X 2025-07-13 13:09:52 UTC 89.4K followers, 2449 engagements

"I'm sorry about saying $PLTR had 100X potential. I went too far"
@alc2022 Avatar @alc2022 on X 2025-07-12 16:11:05 UTC 90.4K followers, 122.4K engagements

"4. $HFG is building out infrastructure to deliver cooked meals to billions cheaper than buying the raw ingredients at a grocery store. Unit economics arent there yet but improving as HelloFresh shifts focus to customers who value time more than money 👇"
@alc2022 Avatar @alc2022 on X 2025-07-16 14:43:10 UTC 90.5K followers, 7881 engagements

"5. I had my doubts about $LMND management back in Q3 XX but theyve proven me wrong. IFP is up XX% while OpEx has stayed flat. Clear signs they can execute. Still not cash flow positive but the rapidly improving gross loss ratio points to a potential inflection point ahead 👇"
@alc2022 Avatar @alc2022 on X 2025-07-16 14:43:11 UTC 90.5K followers, 5789 engagements

"$OSCR is down XX% in the past week. But $OSCR has 20X potential on valuation multiple expansion alone 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-11 18:29:12 UTC 90.5K followers, 267.5K engagements

"However I do genuinely believe the odds are in favour of $PLTR getting XXX times bigger over time if the extraordinary execution continues"
@alc2022 Avatar @alc2022 on X 2025-07-12 16:54:59 UTC 90.4K followers, 34.5K engagements

"Im increasingly impressed with the ability of retail investors on X to find compelling investment opportunities. Always worth tuning into the various communities here"
@alc2022 Avatar @alc2022 on X 2025-07-15 08:28:25 UTC 90.5K followers, 26.5K engagements

"7. FPGAs are chips that can take on any form at almost no cost allowing inference to be optimised at the atomic level. Other chips simply cannot match this at the Edge. If you are wondering whether $AMD is already using FPGAs for AI just look at their AI PCs: they include only a CPU and an FPGA"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:29 UTC 90.5K followers, 1102 engagements

"The implications of the infrastructure $HIMS is building are still misunderstood. This is precision medicine for the masses. Way bigger than $AMZN Prime $NFLX $SPOT and $MSFT Office combined"
@alc2022 Avatar @alc2022 on X 2025-07-16 10:59:27 UTC 90.5K followers, 35.9K engagements

"The main question seems to be whether $NBIS software actually has a moat or not"
@alc2022 Avatar @alc2022 on X 2025-07-14 12:16:12 UTC 90.5K followers, 29.8K engagements

"So now $HIMS can take the whole Canadian GLP-1 market because $NVO forgot to pay XXX Canadian dollars"
@alc2022 Avatar @alc2022 on X 2025-07-09 14:14:56 UTC 90.2K followers, 124.1K engagements

"$PLTR is an artist colony but the $PLTR investor community rejected me for taking a contrarian stance - that the company is likely to get way way bigger when everyone was overwhelmed with the price action. Great investors focus on fundamentals not price action"
@alc2022 Avatar @alc2022 on X 2025-07-12 17:30:12 UTC 90.4K followers, 24.4K engagements

"8. By executing this playbook $TSLA has grown its share price by 23392 percent since its IPO. That happened because the world needs cars and they found a way to produce them at scale more efficiently than anyone else. If the exceptional execution continues $IREN has a real chance of doing the same for datacenters"
@alc2022 Avatar @alc2022 on X 2025-07-13 13:09:52 UTC 90.5K followers, 9829 engagements

"Out of $IREN $OSCR $ASTS and $SNAP which single stock deserves to be on this list"
@alc2022 Avatar @alc2022 on X 2025-07-13 16:57:09 UTC 89.5K followers, 3230 engagements

"I went long $AMD at $XXX. $TSLA at $XX. $SPOT at $XXXXX. $HIMS at $XX. $PLTR at $X. Now I'm watching $RKLB $ASTS $OSCR $HFG $LMND $ABCL and $IREN closely 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-16 14:43:06 UTC 90.5K followers, 197.6K engagements

"$IREN is successfully applying the $TSLA playbook to datacenters🧵"
@alc2022 Avatar @alc2022 on X 2025-07-02 12:04:03 UTC 90.4K followers, 124.3K engagements

"$HIMS is expanding into Europe and Canada and will soon deploy a new HRT vertical together with at home diagnostics. Meanwhile financials continue to improve exponentially. $HIMS today is a $100+ stock"
@alc2022 Avatar @alc2022 on X 2025-07-14 12:32:13 UTC 90.5K followers, 61.3K engagements

"7. What makes me think $OSCR is a great company is that both the SG&A expense ratio and medical loss ratio hit historical lows in Q1 2025 despite major user growth. This is clear evidence that the team knows how to execute 👇 and I give strong odds they will keep doing so"
@alc2022 Avatar @alc2022 on X 2025-07-11 18:29:19 UTC 90.4K followers, 7084 engagements

"It seems that $SNAP is highly popular with Gen Z folks. I think that a big opportunity is brewing here"
@alc2022 Avatar @alc2022 on X 2025-07-13 10:09:51 UTC 90.5K followers, 83.3K engagements

"The $NBIS deep dive is live. Link in bio to read it for free"
@alc2022 Avatar @alc2022 on X 2025-07-16 16:48:09 UTC 90.5K followers, 35.2K engagements

"5. The market has often questioned whether companies like $AMZN $NFLX and $SPOT truly have moats. Their edge has always been speed of iteration and a relentless focus on serving the customer better than anyone else. $DUOL is the company most intensely focused on the education end user"
@alc2022 Avatar @alc2022 on X 2025-07-09 16:27:19 UTC 89.5K followers, 5760 engagements

"The $HIMS thesis might not work but if it does its going to make me $10M in the next X years approximately"
@alc2022 Avatar @alc2022 on X 2025-07-09 11:59:01 UTC 90.4K followers, 58.7K engagements

"1. $RKLB is steadily building toward a full-stack space platform. Theyve shown real technical progress pushing boundaries in space innovation though theyre not cash flow positive yet. Neutron development is a financial drag for now but if it pays off the long-term upside could be significant"
@alc2022 Avatar @alc2022 on X 2025-07-16 14:43:07 UTC 90.5K followers, 9373 engagements

"Apparently I should do a deep dive on $NBIUS next and compare it to $IREN"
@alc2022 Avatar @alc2022 on X 2025-07-12 11:19:35 UTC 90.4K followers, 69.9K engagements

"Companies with no actual competition: X. $PLTR X. $SPOT X. $HIMS X. $TSLA X. $DUOL"
@alc2022 Avatar @alc2022 on X 2025-04-13 10:30:30 UTC 90K followers, 135.1K engagements

"3. $OSCR is trading at just 0.5x sales pricing in a scenario where Republicans go against their own voters and drive up health insurance costs. Like $RKLB and $ASTS $OSCR has shown strong execution and long-term promise by applying the $COST playbook to healthcare insurance👇"
@alc2022 Avatar @alc2022 on X 2025-07-16 14:43:09 UTC 90.5K followers, 7158 engagements

"I'm more bullish on $HIMS now than before the $NVO schism. $HIMS management has demonstrated that they're laser focused on the end customer no matter what it takes"
@alc2022 Avatar @alc2022 on X 2025-06-25 16:42:14 UTC 89.4K followers, 130.9K engagements

"13. Lisa believes inference is now at a turning point and that it will be the main driver behind datacenter AI accelerator TAM reaching $XXX billion by 2028 👇"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:37 UTC 90.1K followers, XXX engagements

"4. Why is inference a big deal Because as $NVDA CEO Jensen Huang says it is about to increase by a billionfold. Inference is how we do useful things with AI and the entire economy will be powered by inferences 👇"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:25 UTC 90.4K followers, 2394 engagements

"8. However as Zuck and his team seem to believe (see below) $AMD may also have an edge in datacenter inference. Zuck's Llama 405B runs all inferences entirely on $AMD MI300X. This shows strong confidence in $AMD's roadmap"
@alc2022 Avatar @alc2022 on X 2025-07-14 15:01:31 UTC 90.4K followers, 1205 engagements

"7. Much like $TSLA during the Model X phase $IREN has shown it has a blueprint that works. Which is why I think: $IREN will likely keep scaling and build out more datacenters. The AI segment should continue gaining traction. Over time this model has the potential to drive strong profitability: just like $TSLA"
@alc2022 Avatar @alc2022 on X 2025-07-16 14:43:14 UTC 90.5K followers, 11.9K engagements

"Deep dives dont have to be long. They have to go to the essence of things and make it easy to track"
@alc2022 Avatar @alc2022 on X 2025-07-16 18:48:18 UTC 90.5K followers, 18.7K engagements

"Out of $IREN $OSCR $ASTS $LMND and $SNAP which single stock deserves to be on this list"
@alc2022 Avatar @alc2022 on X 2025-07-13 17:00:03 UTC 90.5K followers, 155.2K engagements