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@MikeLongTerm "Major implication for most health insurance business is getting voted right now in the House. $UNH $OSCR $CNC $ELV $HUM"
@MikeLongTerm on X 2025-07-03 01:44:03 UTC 7881 followers, 2032 engagements

"$GRAB is misunderstood The more I understand $GRAB business the more I love that it is trading in a controlled range ($5 or below).It is not just a rideshare or food delivery App. It is the passion to put customers first on its SuperApp ambition I was thinking of when they expand to servicing 2-3 billion people and get XX% of population into subscription or around $5B-$10B per month ($5-$10 per month) pure profit to bottom line. ( $AMZN has XX% of US population on its Prime Membership). For $XXX a year @amazon offers its members way more benefit than $XX a month. Jeff Bezos famously champions"
@MikeLongTerm on X 2025-07-13 18:28:41 UTC 7879 followers, 17.5K engagements

"Congratz to $AMD $NVDA shareholders. @sama gonna pump my networth"
@MikeLongTerm on X 2025-07-21 02:07:16 UTC 7873 followers, 1867 engagements

"BREAKING @AMD $AMD @HSBC $HSBC upgrades $AMD PT to $XXX with Buy rating"
@MikeLongTerm on X 2025-07-10 10:33:20 UTC 7877 followers, 24.7K engagements

"Impressive control $GRAB :)) Watch the option chain on August October 2025 and Jan 2026. "They" will try to keep it in range to collect most or all the covered call premium. Not enough Buying pressure yet. The upgrade/bull call from Maybank Investment Bank signaled strong Q2 and raised guidance. Fundamental matter not short-term price action manipulation for small covered call gain. Not Financial Advice"
@MikeLongTerm on X 2025-07-21 13:41:05 UTC 7877 followers, 2860 engagements

"$GRAB $8.7B Cash Expansion Strategy Long-term"
@MikeLongTerm on X 2025-07-22 00:27:34 UTC 7879 followers, XXX engagements

"BREAKING @PalantirTech La Banque Postale Asset Management($10B Fund) increased $PLTR position by XXXXX% or 52249 shares to total holding of 119823 shares"
@MikeLongTerm on X 2025-07-18 14:35:25 UTC 7842 followers, 6508 engagements

"BREAKING $GRAB & $Goto Fake $7B Deal 🧵 Multiple sources and certain outlets are calling $GRAB and $Goto $7B Deal off. But they are citing monopoly concern instead bunch of misinformation. Stated that $GRAB is not profitable and losing money and they need $Goto. X main Goto Founders are under investigated in alleged corruption case stealing money from Poor Children. I will drop the Thread I wrote in the comment. It is strange that Indonesia media outlets are obsessed with this deal where $GRAB has been released the same message that they are not interested or in talk. Do you really think"
@MikeLongTerm on X 2025-07-20 18:04:41 UTC 7875 followers, 9005 engagements

"BREAKING @PalantirTech & Ohio Public Employees Retirement System Ohio Public Employees Retirement System($155B Fund) one of US largest pension Fund bought 171441 $PLTR shares and brought its total holding to 908712 shares Meanwhile "Dumb Money" Tiny bears are busy convincing other $PLTR OG investors to stop buying Palantir. But "Smart Money" can't stop buying shares. Source: 13F SEC"
@MikeLongTerm on X 2025-07-20 22:56:18 UTC 7879 followers, 20K engagements

"BREAKING @wearehims $HIMS Truist Securities Raises $HIMS PT to $XX with a Hold Rating"
@MikeLongTerm on X 2025-07-17 16:51:57 UTC 7866 followers, XXX engagements

"$GRAB $X and $XXX covered call large writers are getting nervous :)). Fundamental will win eventually. Can't manipulate forever"
@MikeLongTerm on X 2025-07-18 13:34:40 UTC 7879 followers, 1906 engagements

"Oh wow some massive drama on $Goto. I made a correct early call that $Grab should avoid goto deal at all cost because it is fishy. $Goto gonna be out of business soon and domination for $Grab in Indonesia 🤫 Now it is all coming out. I will post the details tomorrow. Time for bed now"
@MikeLongTerm on X 2025-07-13 03:32:42 UTC 7881 followers, 2303 engagements

"@MktMavPro Drone expansion is expensive. Grocery M&A is expensive too. Expanding EV/Rental fleet also requires capital. Fast Deposit growth does reduce the burden on capital use on GrabFin"
@MikeLongTerm on X 2025-07-23 10:33:47 UTC 7881 followers, XX engagements

"$AMD $NVDA 2025-2026 #AI Chip⚔ With reopening China market NVDA and AMD should have higher growth than Q1 ER guidance. I'm revising my projection for $AMD 2026 revenue to $55B-$60B from $45B to $50B due to rising demand for current MI300 series and orders for MI350 series. Stargate $500B Project and major buyers like @Meta @OpenAI @Microsoft @Oracle. The most likely outcome will be $TSM cannot supply enough #AI chips for $AMD to sell that would leave an upside for 2027 backlog. This is conservative projection. It is difficult to say how much $AMD would price MI400 series comparing to $NVDA"
@MikeLongTerm on X 2025-07-19 19:47:50 UTC 7873 followers, 2090 engagements

"BREAKING @PalantirTech & KnightScope SUNNYVALE Calif.--(BUSINESS WIRE)--Knightscope Inc. (NASDAQ: $KSCP) a leader in developing autonomous security robots and artificial intelligence technologies today announced it has signed a two-year agreement with Palantir Technologies Inc. (NASDAQ: $PLTR) joining Palantirs FedStart program to accelerate the Companys entry into the U.S. federal marketplace. The collaboration provides Knightscope with an accelerated pathway to FedRAMP High and DoD Impact Level X accredited environment comprehensive onboarding services and direct Authority to Operate (ATO)"
@MikeLongTerm on X 2025-07-17 15:32:27 UTC 7879 followers, 15K engagements

"$GRAB & $8.7B Cash Expansion Strategy Long-ass🧵 X. Grocery Delivery: I talked about this extensively in prior tweets why this segment may be 10x-20x bigger than Rideshare/Food delivery combined. The reason is simple 95-98% of folks in SEA prefer to cook at home. The most recent $GRAB acquisition was Malaysian Supermarket Chain Everrise in March 2025. The retailer offers fresh produce meats and range of imported products from around the world. I talked about Grocery Network extensively. And this is likely the strategy to dominate this space with M&A. Yes this is physical supermarket."
@MikeLongTerm on X 2025-07-19 21:13:45 UTC 7876 followers, 18.8K engagements

"@MktMavPro they are already telling you with many of the M&A. expand my other tweets to understand. GrabMart Drone Ads"
@MikeLongTerm on X 2025-07-23 10:26:41 UTC 7881 followers, XX engagements

"Any hope for $GPRO Like I said IPO is not your friend. Low in Cash. Debt is more than X times the cash. would be wild if management can turn this around"
@MikeLongTerm on X 2025-07-01 19:58:08 UTC 7881 followers, 1815 engagements

"BREAKING $TSLA @Tesla Q2 Sales $22.5B vs $XXXXX est EPS $XXXX vs $XXXX est Tesla will launch new vechiles in 2025 remain on track"
@MikeLongTerm on X 2025-07-23 20:13:10 UTC 7879 followers, 1294 engagements

"@Unravel_2000 $HIMS is higher quality than all businesses above. I would prefer X time dilution to raise $1B cash. I know many shareholders don't like dilution. But a great balance sheet will be good long-term"
@MikeLongTerm on X 2025-07-23 17:52:09 UTC 7881 followers, XX engagements

"BREAKING @wearehims CGGR - Capital Group Growth ETF Share Class($12B Fund) started a brandnew position on $HIMS with 550430 shares"
@MikeLongTerm on X 2025-07-18 13:41:41 UTC 7876 followers, XXX engagements

"@ViralMuzik1989 Why would $GRAB Do that Re-invest in $GRAB will outperform $BTC at current price/valuation"
@MikeLongTerm on X 2025-07-22 17:57:51 UTC 7873 followers, XX engagements

"BREAKING @PalantirTech & Shortie $PLTR Short Interest went down from 53180000 shares to 51517225 shares - source: NASDAQ"
@MikeLongTerm on X 2025-07-10 19:54:49 UTC 7871 followers, 27.1K engagements

"$GRAB is now up XX% from April Low when I started buying and covering this company. You never going to see me x5 x10 x20 next week next month on $GRAB. What you will get is hours of researches with great information. And at the end of those threads I will remind you to do your own DD. Just like any other public companies $GRAB will have strong or weak quarters at some point I don't expect weak quarters in the next 3-5 years. We will have days/weeks trading like April. If you don't have a long-term conviction you will probably sell. I will be writing $GRAB secret sauce like the thread I did on"
@MikeLongTerm on X 2025-07-22 00:26:12 UTC 7879 followers, 37.4K engagements

"BREAKING $AMD @AMD & Erste Group Upgrade Erste Group upgraded Advanced Micro Devices (NASDAQ: $AMD) stock rating from Hold to Buy on Wednesday. The research firm cited AMDs growth outlook for 2025 particularly noting increasing demand for high-performance CPUs and GPUs in data center environments. Erste Group expects AMDs operating margin to increase in the medium term which should contribute to accelerated profit growth next year. The firm believes AMDs stock price will continue to rise due to the companys growth prospects in these markets. AMD has been expanding its presence in the data"
@MikeLongTerm on X 2025-07-23 13:30:44 UTC 7879 followers, 1048 engagements

"For new investors meme stocks didnt end well from 2021 to 2022. Just be careful out there with pump and dump. Fundamental matters. Not so much about Short Interest. $OPEN $GPRO $KSS $DNUT $CLOV $OSCR $AMC $GME"
@MikeLongTerm on X 2025-07-23 17:16:52 UTC 7879 followers, 2171 engagements

"BREAKING $GRAB SeaTown Holdings Pte. Ltd increased $GRAB position by XXXXX% or 593500 shares to total holding of 1289000 shares While this change in Architect is recent from $GRAB blog it refreshed as new catalyst on different brokerages. I'm seeing some institutions are reading my tweets. Once they understand the true strategy is to dominate and sell GrabUnlimited. This change in architect is getting $GRAB ready to scale its Subscribtion service much quicker. It will make more sense when you travel and use the service. It made absolutely no sense not to have Grabunlimited. The discount is"
@MikeLongTerm on X 2025-07-23 10:11:17 UTC 7879 followers, 3041 engagements

"High quality profitable businesses with rock solid 10-15 year growth trajectory are not getting discussed are: $AMD $GRAB $BROS $HIMS $GOOGL $AMZN $PLTR $WING But many are chosing to pump and dump $OSCR $BULL or some random health insurance business without readin the OBBBA. Don't chase the hype chase fundamental. Price action will follow long-term. Be VERY careful when it comes to trading. If you are new look back at 2022-2023. Not Financial Advice"
@MikeLongTerm on X 2025-07-07 14:16:46 UTC 7877 followers, 1876 engagements

"BREAKING @AMD At Computex 2025 Advanced Micro Devices Inc (NASDAQ: $AMD) on Tuesday showcased its latest breakthroughs in high-performance computing with the launch of Radeon RX 9060 XT and Radeon AI PRO R9700 graphics cards and Ryzen Threadripper 9000 Series processors. AMD SVP Jack Huynh said the Radeon RX 9060 XT and Radeon AI PRO R9700 bring the performance and AI capabilities of RDNA X to workstations and gamers worldwide while the new Ryzen Threadripper 9000 Series sets the new standard for high-end desktops and professional workstations. Together these solutions represent its vision"
@MikeLongTerm on X 2025-05-21 14:06:23 UTC 7879 followers, 1425 engagements

"$GRAB short sellers and $X $XXX Covered Call writers will lose the tight range control once we cross $X. I won't try to time this. It could be today. Reasons I provided on my DDs threads you can look with my handle. GrabMart(Grocery) and GrabAds will drive the most top-line growth back to 30-50%. But don't expect that to translate into net income. $GRAB is playing the SuperApp long-term game. Most will not get the highest return by trading this short-term. I don't do price target or where it is going to run. You can follow other pump and dumper account for that. Not Financial Advice"
@MikeLongTerm on X 2025-07-21 12:35:49 UTC 7877 followers, 5918 engagements

"I'm going to be on Water Faster for X days. My mind will be clearer. I may even release a new company that could x10 long-term. I'm still doing more DD after first position on $GRAB. I will try to keep it around XX companies long-term. This public account is meant for regular people. Only high quality growth businesses and stable $500-$1000 a month that anyone can do. Yes the amount can fluctutate base on your income situation. I have found 3-4 good candidates. But at the same time I don't mind adding $AMD $PLTR $TSLA $HIMS. I have to consider valuation for highest ROI. What do you think Do"
@MikeLongTerm on X 2025-07-14 20:55:51 UTC 7876 followers, 1524 engagements

"BREAKING $NOW @ServiceNow Q2 Sales $3.22B vs $XXXX est EPS $XXXX vs $XXXX est Software companies are doing well so far on Q2 $PLTR"
@MikeLongTerm on X 2025-07-23 20:14:42 UTC 7879 followers, XXX engagements

"BREAKING $GRAB & Maybank the largest Malaytsia's bank Maybank Investment Bank cited $GRAB to have accelerated growth from Q2 2025 (especially GM & Loan-Book growth) The Investment bank saw or expected Grab Fin to expand XX% YoY or XX% QoQ. We think the topline acceleration is partially driven by an affordability push and partially at a cost of higher incentives/provisioning it said. We think Grab is taking market share again driven by its affordability push as we see its pricing consistently below competitors said Maybank. Maybank also thinks Grab has picked up non-ecosystem lending within"
@MikeLongTerm on X 2025-07-21 10:47:39 UTC 7879 followers, 18.9K engagements

"BREAKING @AMD @nvidia $AMD s graphics cards are improving faster than $NVDA s with each generation new benchmarks show The results which are based on testing done by TechSpot (AMD and Nvidia) compare the two companies growth in the past few years of graphics card releases. For Nvidia the publication tested the RTX 5060 versus the 4060 3060 and 2060. For AMD they tested the comparable RX 9060 XT 8GB 7600 6600 and 5600 XT. Nvidia vs AMD graphics card improvements by generation Its no secret that the xx60 cards are the most popular of the series time and time again just check any Steam Hardware"
@MikeLongTerm on X 2025-07-22 13:59:20 UTC 7881 followers, 1199 engagements

"BREAKING $GRAB is now accepting Crypto Payment THE Grab Philippines partnership with Triple-A enables Grab users in the country to top up their GrabPay wallets using Cryptocurrencies via local digital asset exchange PDAX. Following the collaboration between transport network vehicle service Grab Philippines and Triple-A Grab users in the country can now top up their GrabPay wallets using cryptocurrencies via local digital asset exchange PDAX. Crypto top-ups into the GrabPay e-wallet were initially launched in Singapore in 2024 through Grabs partnership with Triple-A a firm that enables"
@MikeLongTerm on X 2025-07-22 12:02:11 UTC 7879 followers, 12K engagements

"BREAKING @AMD 🔥🔥🔥 Melius Research upgraded Advanced Micro Devices (NASDAQ: $AMD) from Hold to Buy on Monday raising its price target to $XXXXXX from $XXXXXX. The upgrade comes as Melius believes AMD is "only in the middle of a run" with substantial upside potential despite missing "the initial move off the bottom." The firm raised its estimates for AMD over the next three years. Melius cited growing opportunities in graphics processing units (GPUs) for 2026-2028 pointing to "a sustainable surge in inferencing" where AMDs platform appears increasingly attractive to hyperscalers and"
@MikeLongTerm on X 2025-06-23 11:31:57 UTC 7876 followers, 18.7K engagements

"BREAKING @AMD Bernstein raises $AMD PT to $XXX from $XX Market Perform Rating"
@MikeLongTerm on X 2025-07-21 13:05:24 UTC 7872 followers, 1931 engagements

"I was asked why $GRAB went up AH. Read below. The switch to new Temporal will alow the core thesis of $GRAB subscribtion to scale much faster. When the core thesis is ready to scale and implemented. AH should be up XX% not 10%. $30B market cap is the fair valuation. Any share under $XXXX what investors that paid for $1.5B would be considered discount. I will drop the core DD for $GRAB in the comment section. "The ultimate driver to $300B MC or higher" Not Financial Advice"
@MikeLongTerm on X 2025-07-21 20:55:35 UTC 7879 followers, 4467 engagements

"@Unravel_2000 No on $BMNR. I prefer owning $BTC $ETH"
@MikeLongTerm on X 2025-07-23 17:53:44 UTC 7880 followers, XXX engagements

"@nakanamakit It is very difficult to expand when taxpayers' money left the equation in 2026. That will require high claim denial rate to be profitable. $OSCR started denying a lot more claims to be profitable for shareholders led to mad negative reviews from consumers"
@MikeLongTerm on X 2025-07-20 14:58:56 UTC 7842 followers, XX engagements

"BREAKING @AMD Natixis($18B Fund) increased $AMD position by XXXXXX% or 620676 shares to total holding of 1038532 shares"
@MikeLongTerm on X 2025-07-18 20:23:45 UTC 7881 followers, 6060 engagements

"@elerianm El-Erian is riding the trend to apply for the Fed chair job"
@MikeLongTerm on X 2025-07-23 03:35:37 UTC 7881 followers, XXX engagements

"$GRAB Ads is misunderstood & Why It's Winning 🧵 Little background: $GRAB started selling ads on its platform not too long ago. If you read my prior Tweet the ultimate path to $300B how $GRAB mainly focus long-term is user growth. A great business needs traffic to sell ads and that is how we got here. And Ads business is thriving(40-60% margin) and will improve to 70-80% margin due to lower corp cost in SEA and operational efficiency(AI). It is much easier to get to XX% margin for $GRAB than any other businesses like $Uber or other App type of business. Subscription and Ads revenue will be 2"
@MikeLongTerm on X 2025-07-18 13:01:51 UTC 7872 followers, 9567 engagements

"BREAKING @wearehims & 2026 Canada Expansion SAN FRANCISCO--(BUSINESS WIRE)--Hims & Hers Health Inc. (NYSE: $HIMS) the leading digital health and wellness platform today announced its plans to bring its affordable holistic weight loss program to Canada timed with the anticipated first-ever availability of generic semaglutide anywhere in the world. This move follows the recent closing of the company's acquisition of ZAVA the pioneering digital health platform in Europe. Almost two thirds of adults in Canada are overweight or living with obesity yet access to proven treatments remains limited"
@MikeLongTerm on X 2025-07-09 13:04:32 UTC 7879 followers, XXX engagements

"Me focusing and writing long ass threads on companies before most truly understand these businesses. $PLTR $AMD $TSLA $HIMS $GRAB $WING $XYZ. And I love it when they are misunderstood. It gave me time to write and accumulate shares at mad discounts. I love that I be able to write and educate new investors without a Paywall. Enjoy your weekend folks and see you tomorrow"
@MikeLongTerm on X 2025-07-13 20:13:40 UTC 7845 followers, 2207 engagements

"It is almost impossible to build a generational wealth business for shareholders without a solid balance sheet. Unfortunately many investors are ignoring this factor. High rev growth with weak balance sheet can be suicidal unless generating a significant cash flow. There were so many great high quality growth businesses got acquired because they had weak balance sheet. And many innovative companies got destroyed after it got acquired sadly. This must be the first thing to have as a high quality business. I prefer no or very little debt"
@MikeLongTerm on X 2025-07-22 02:54:31 UTC 7881 followers, 1019 engagements

"@Google $GOOGL Google Search & Other Rev $54.19B"
@MikeLongTerm on X 2025-07-23 20:07:10 UTC 7879 followers, XXX engagements

"BREAKING $AMD @AMD Dr. @LisaSu said "Demand is Large from @OpenAI and @elonmusk companies" At the White House #AI Event"
@MikeLongTerm on X 2025-07-23 19:28:12 UTC 7879 followers, 1620 engagements

"Folks that sold $AMD @AMD today are the same folks that sold @nvidia $NVDA in the Spring of 2023. Reason: #AI Inference Queen Not Financial Advice"
@MikeLongTerm on X 2025-07-18 16:11:47 UTC 7853 followers, 1454 engagements

"BREAKING @PalantirTech & Czech Central Bank Czech Central Bank declared $PLTR is one of thebest #AI company in the world and added 49135 Palantir shares. Current holding 519950 shares"
@MikeLongTerm on X 2025-07-13 12:27:13 UTC 7876 followers, 23.9K engagements

"@JuliaRothwax they have solid balance sheet. Will see how 2026 plays"
@MikeLongTerm on X 2025-07-20 15:26:56 UTC 7845 followers, XX engagements

"BREAKING @PalantirTech $PLTR Wall Street is discussing the rumor of stock split. What I think of this It is possible but I won't speculate much on this since it won't do anything to fundamental. Fractional shares have been around for X decades + now and it got much more popular during Covid. Stock split is pretty meaningless. But retail investors seem to enjoy it. As a long-term sharehollder I really dont care and it doesnt change my long-term view on the company"
@MikeLongTerm on X 2025-07-03 14:33:31 UTC 7879 followers, 54.8K engagements

"$AMD @AMD This is why I don't time the market"
@MikeLongTerm on X 2025-07-15 11:22:36 UTC 7881 followers, 6141 engagements

"Don't forget I was on your side when I did this on $OSCR. I will keep it real I refuse to hype you up from Pump and Dump. Just like when I called out $ENPH and $ABNB. I don't gain anything but nasty names called. Don't be in health insurance business in the next XXX years(read OBBBA) #AI companies will continue to outperform and dominate. I'm also long Silver and Uranium. Long crypto but more bullish $ETH Long Drones. Long real "SuperApp" not those claim to be. Not Financial Advice"
@MikeLongTerm on X 2025-07-11 16:32:22 UTC 7881 followers, 4578 engagements

"BREAKING $GRAB and GrabUnlimited New Architect TLDR version: Grab Switches from SQS and Redis to Temporal for Its Subscription Platform. This will significantly allow GRAB to scale from previous solution. Grab based the new architecture for GrabUnlimited on Temporal. The company enhanced user experience and reduced production incidents by XX% for its subscription platform which serves millions of users. The new architecture significantly improved robustness and scalability addressing a range of issues with the previous solution. GrabUnlimited is Grabs subscription program offering benefits to"
@MikeLongTerm on X 2025-07-21 20:39:29 UTC 7881 followers, 50.7K engagements

"BREAKING @TMobile $TMUS Q2 Sales $21.13B vs $21.01B est EPS $XXXX vs $XXXX est"
@MikeLongTerm on X 2025-07-23 20:05:10 UTC 7879 followers, XXX engagements

"BREAKING @PalantirTech & Deloitte "Deloitte has an impressive team of $PLTR users"said Dr. Alex Karp Palantir CEO and co-founder. " We look forward to building solutions with them that will make America stronger." NEW YORK July XX 2025 /PRNewswire/ --In today's rapidly evolving environment where AI-enterprise scaling is essential for organizations to transform and meet mission-critical objectives more quickly and decisively Deloitte and Palantir's recently launched strategic alliance is unlocking effective outcomes for government and commercial clients. Together Deloitte and Palantir have"
@MikeLongTerm on X 2025-07-21 13:09:43 UTC 7879 followers, 18K engagements

"$GRAB perfectly sold off and rised back to $X. I called this last month. Certain "institutions" are interested keeping this here. If I have to guess covered call at $X and $XXX Short sellers pounded this with XX% increase in SI from 126m to 167m shares shorted with the clear goal of keep it in this range. Last month I thought I didnt have enough data but decided to call it out since data were point to this direction. This is extremely sophisticated strategy to keep shares at a range so certain institutions have more time to accumulate more shares and certain group to collect full CC premium."
@MikeLongTerm on X 2025-07-07 18:25:49 UTC 7879 followers, 13.8K engagements

"BREAKING @AMD $AMD CEO Dr. @LisaSu Said #AI Chip demand for $AMD could top $500B in just a few years 👀👀"
@MikeLongTerm on X 2025-07-24 09:55:14 UTC 7879 followers, XXX engagements

"It is very difficult to make good and reliable EVs like @Tesla $TSLA. Tesla is the only company I trust. VinFast will probably fail. They are better off doing this with BYD or Tesla partnership. They would actually be breaking even sooner. VinGroup CEO Pham Nhat Vuong just casually popped out $1.4B questionable personal loan to support VinFast operation until 2026. It is really unsustainable. Same thing with $GRAB $TSLA stops lowering price and focus on value and the best products it can offer to Chinese consumers. During 2023 at first Xanh would go give extra X% discount straight from $GRAB"
@MikeLongTerm on X 2025-07-17 00:40:05 UTC 7874 followers, 1028 engagements

"BREAKING @AMD & Tensorstack #AI Imaging $AMD s new Amuse XXX AI image generation is noticeably better than XXX and theres no subscription fee AMD in partnership with Tensorstack has just launched Amuse XXX the latest version of its generative AI software suite. We previously saw Amuse XXX release earlier this year working best on the newly released (at the time) RX 9070 XT with up to 4.3x faster performance. AMD says the new XXX version promises to deliver a significant increase in image quality thanks to now using the worlds first block FP16 SD XXX Medium model. It is optimized for Ryzen AI"
@MikeLongTerm on X 2025-07-21 14:01:44 UTC 7879 followers, 1119 engagements

"BREAKING $GOOGL Q2 ER Sales $96.43B vs $93.97B est EPS $XXXX vs $XXXX est Cloud rev $XXXX vs $XXXXX est"
@MikeLongTerm on X 2025-07-23 20:03:54 UTC 7879 followers, 1609 engagements

"BREAKING @PalantirTech @CNBC Contributor Tom Hulick CEO of Strategy Asset Manager said on CNBC that $PLTR is the best company to own right now for #AI"
@MikeLongTerm on X 2025-07-11 18:14:32 UTC 7880 followers, 15.9K engagements

"@TraderNorway Taking personal risk on a trade is absolutely fine. I disliked that many were pumping that led to many people holding the bag. Sending out hopes like they gonna extend ARPA or RED won't change ACA Provisions"
@MikeLongTerm on X 2025-07-20 14:57:22 UTC 7845 followers, XXX engagements

"BREAKING $GRAB & XanhSm Competition 🧵 A little background VinFast is a failing Vietnam EV maker and they cannot sell their EVs in EU or NA or SEA market well due to reliability software glitches range issue and charging took too long. Since VinFast cannot sell its EV so they are pushing it down to smaller subsidiaries to fake the sales. Xanh SM was created for this reason. If you read public financial information on Vingroup(The parent company) they definitely cooked the book and idk where they got the money to fund Xanh SM VinFast or other subsidiaries. They are learning it from China Japan"
@MikeLongTerm on X 2025-07-16 23:17:18 UTC 7876 followers, 17.4K engagements

"@OshuaHill The committee will kick $ENPH out soon"
@MikeLongTerm on X 2025-07-23 17:40:08 UTC 7881 followers, XXX engagements

"Seeing some $GRAB short sellers covered today. Very interesting and earlier than expect. Vol is still low but not the end of day yet. May see some big spike before the bell. 170m shares shorted or buying pressure"
@MikeLongTerm on X 2025-07-16 18:20:41 UTC 7879 followers, 2397 engagements

"BREAKING @PalantirTech $PLTR & @jimcramer Cramer said When Palantir hit $XX they it hit $XXX then $XXX. When it gets to $XXX I will update my price target. Valuation does not matter here. It is meme thing"
@MikeLongTerm on X 2025-07-21 13:12:36 UTC 7877 followers, 1603 engagements

"Health insurance cash balance is not what you may think it is like other businesses. $GOOGL $AMD $PLTR $TSLA can easily outperform health insurance businesses. Even $HIMS $GRAB will outperform them significantly in the next 5-10 years. Make sure to read OBBBA and how it will impact this space. Be smart until after December 2025 for more clarity. It is best to do your DD to understand the business. Don't buy into pump and dump. There aren't that many companies that can x5 x10 x20 quickly. If something sounds too good to be true it probably is. I'm on your side when I talked abt those. I don't"
@MikeLongTerm on X 2025-07-23 10:51:24 UTC 7879 followers, 1715 engagements

"BREAKING @PalantirTech @ATT $T AT&T Inc. (NYSE: $T) has deployed Palantir Technologies Inc. (NASDAQ: $PLTR) to enhance its internal generative AI platform Ask AT&T which now serves 100000 employees across XX production solutions. What Happened: The telecommunications giant launched Ask AT&T in June 2023 as a comprehensive GenAI platform that leverages Palantirs ontology system to create a digital twin of AT&Ts network infrastructure. Mark Austin AT&Ts Vice President of data science toldLight Reading that software coding assistance represents the platforms top use case. Weve been working with"
@MikeLongTerm on X 2025-07-22 10:35:20 UTC 7879 followers, 20K engagements

"Similar groups were pumping $OSCR when I called it a cult (You are welcome btw) Now are pumping $ZETA. $ZETA is 4/10 on my high quality grading system. Meaning it does not qualify. Wouldnt touch it. Generational wealth creation companies are not that easy to find. Low Cash balance. Unprofitable. Cash Burning. Just stating facts. If you are trading have an exit strategy. Comment down below your bull thesis. And don't tell me it is the new #AI data thing. Not Financial Advice"
@MikeLongTerm on X 2025-07-17 19:53:30 UTC 7879 followers, 2714 engagements

"$GRAB The ultimate driver to $300B MC or higher🧵 @AnthonyPY_Tan CEO repeatedly mentioned: User growth User growth and User Growth. Before I go into the detail here is the CEO quote on Q1 2025: We had a strong set of results to start the year sustaining robust demand growth momentum to achieve yet another quarterly record number of users on our platform even amid the seasonal demand impacts from the Lunar New Year and Ramadan fasting period. We also grew the number of active partners on our platform and now have more active driver- and merchant-partners than ever before More and more services"
@MikeLongTerm on X 2025-07-12 01:24:55 UTC 7879 followers, 38.8K engagements

"I will never understand Large $GRAB shareholders risking $X or $XXX covered call. Are "they" really long-term investors I understand $0.80-$1 a share premium is a lot. But we are just days away from explosive quarter or tripple beat. Why risk it This is without "dumb money" involvement. What if "dumb money" hype this up and run it to $XX Just buy back the call and stop this controlled range strategy. $GRAB guided in 2023 that they woud be profitable by H2 2024 and it did. CFO @peter_oey and CEO @AnthonyPY_Tan have perfect control of operation and predictable model. $GRAB with nearly $9B in"
@MikeLongTerm on X 2025-07-15 13:55:23 UTC 7875 followers, 18.7K engagements

"BREAKING @PalantirTech $PLTR Mizuho Upgrades $PLTR to Neutral from Underperform and adjusts PT to $XXX from $116"
@MikeLongTerm on X 2025-07-16 10:59:21 UTC 7879 followers, 8604 engagements

"$GRAB The ultimate driver to $300B MC or higher"
@MikeLongTerm on X 2025-07-22 00:28:38 UTC 7881 followers, 1396 engagements

"@delfino7273 @SigmaFemale1818 A huge disruptor. I'm a shareholder of $HIMS. But weak balance sheet can impact its ambitious goal. Big pharma companies are going after $HIMS"
@MikeLongTerm on X 2025-07-20 15:26:18 UTC 7845 followers, XX engagements

"It is a solid high quality company with concrete steel balance sheet for me. But it won't be able to get into @SP500_Index so something to be considered. It won't matter much over the long-term as long as it drives solid 30-50% growth. "smart money" does not shy away from outside of US investment"
@MikeLongTerm on X 2025-07-21 12:49:37 UTC 7875 followers, XXX engagements

"People need to stop pumping $OSCR and other health insurance companies like $UNH $CNC until more clarity ARPA expires in December 2025(it wont impact Q2 Q3 Q4 2025) We need to wait to see the impact of OBBBA in Q1-Q4 2026 and beyond. Health insurance is expensive and scammy. They took in free Taxpayers money and denied XX% claims( $UNH). Please don't talk like you know the future that Congress gonna extend ARPA like before OBBBA was signed. Don't spread BS or hope. Many left "dumb money" in the bag of $21-$22 and were pumping $50-$100 next week/month. That never happened. Pure Pump and Dump."
@MikeLongTerm on X 2025-07-20 14:33:02 UTC 7857 followers, 3762 engagements