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@alc2022 "9. I continue to monitor $RKLB $ASTS $OSCR $HFG and $LMND and $ABCL closely because I believe that the odds of at least one of these companies moving into the aforementioned sweetspot is high"
@alc2022 Avatar @alc2022 on X 2025-06-19 12:37:11 UTC 93.1K followers, 14.3K engagements

"$ZETA deep dive dropping on Monday. Link in bio to receive it in your inbox for free"
@alc2022 Avatar @alc2022 on X 2025-07-17 18:28:40 UTC 93.4K followers, 24.8K 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 93.5K followers, 237.4K 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 93.5K followers, 60.7K engagements

"I just made XX coupons available to obtain lifetime access to my course (and all future versions) and Slack community (with 400+ deep divers) for just $XXX instead of $XXX. User code PLTR at checkout 👇 The course teaches the single mental framework behind my successful $PLTR $AMD $TSLA $SPOT and $HIMS picks and how to avoid the mistakes that Ive made in the past"
@alc2022 Avatar @alc2022 on X 2025-07-23 12:13:22 UTC 93.5K followers, 48.8K engagements

"@otium33 To only invest in companies that solve a growing volume of acute customer pains while producing more and more cash in a way that's increasingly harder to imitate"
@alc2022 Avatar @alc2022 on X 2025-07-20 10:14:27 UTC 93.3K followers, XXX engagements

"8. Over the long run $OSCR reduces its regulatory risk around the ACA by expanding into the ICHRA market which grows as gig economy companies like $UBER and others bring on more workers. $OSCR had 3700 ICHRA members in Q3 2023 though they have not provided an update since"
@alc2022 Avatar @alc2022 on X 2025-07-11 18:29:20 UTC 93.1K followers, 7192 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 93.4K followers, 2847 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 93.5K followers, 310.7K 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 93.3K followers, 10.2K 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 93.2K followers, 190K engagements

"$ABCL is building a platform that could cure any human illness"
@alc2022 Avatar @alc2022 on X 2025-07-16 12:22:30 UTC 93.5K followers, 52.7K engagements

"Mistakes are the way. Everyone makes them but winners leverage them to get better"
@alc2022 Avatar @alc2022 on X 2025-07-19 11:20:37 UTC 93.5K followers, 17.3K 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 93.3K followers, 1486 engagements

"@CypherApex That was my knee jerk reaction too but its not true for an increasing % of them"
@alc2022 Avatar @alc2022 on X 2025-07-23 10:48:26 UTC 93.5K followers, XXX engagements

"Moroccos economy is actually growing faster than Spains by the way. Morocco is serious about prospering while Spain is self destructing. The average Spaniard is poorer every day"
@alc2022 Avatar @alc2022 on X 2025-07-23 12:26:41 UTC 93.5K followers, 17.1K engagements

"$AMD is positioned to take the whole market 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:21 UTC 93.5K followers, 241.5K engagements

"What company should I do my next deep dive on"
@alc2022 Avatar @alc2022 on X 2025-07-21 18:46:54 UTC 93.5K followers, 42.9K engagements

"If you travel around Europe many of the waiters working at bars and restaurants are Spanish. This used to be the case with Romanians a decade ago and now they have all the nice cars and houses in Marbella. Hard work and focus pays off"
@alc2022 Avatar @alc2022 on X 2025-07-23 10:41:50 UTC 93.5K followers, 15.4K 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 93.3K followers, 55.2K 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 93.4K followers, 7300 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 93.4K followers, 6955 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 93.4K followers, 103.9K engagements

"$OSCR has a CEO with an awesome track record. So do $NBIS and $IREN. $ZETA and $SNAP not so much. The latter may redeem"
@alc2022 Avatar @alc2022 on X 2025-07-22 11:35:18 UTC 93.5K followers, 63.2K engagements

"$AMD is up 100%+ from the lows. They will say there was no proof but you all know who was banging the table when everyone else was throwing the towel 😎"
@alc2022 Avatar @alc2022 on X 2025-07-17 20:35:35 UTC 93.4K followers, 61.9K engagements

"If you do deep dives non-stop and track the companies you study over time you'll get way better at analysing companies and telling good ones from bad ones"
@alc2022 Avatar @alc2022 on X 2025-07-18 16:23:06 UTC 93.4K followers, 15.9K engagements

"14. While success is never guaranteed I believe $AMD is ideally positioned for the upcoming inference boom. The opportunity ahead is enormous as AI keeps expanding. My initial $AMD investment has grown XX times (from $4.20) and I believe $AMD will be my first 100X and then far beyond that over the long term"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:33 UTC 93.4K followers, 10.2K 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 93.5K followers, 79.7K engagements

"A question that arises when studying vertical ontologies like $CRWD $ZETA and $OKTA is how they compete with $PLTR going forward. The market is gigantic so perhaps it doesnt matter"
@alc2022 Avatar @alc2022 on X 2025-07-18 11:21:34 UTC 93.5K followers, 20.4K engagements

"Ive done over XX deep dives. This is how you get exposure to the most important themes for the next decade: X. Cloud Computing $AMZN $GOOG $MSFT X. Big Data $PLTR X. Robotics $NVDA $TSLA $AMZN X. Crypto $COIN $HOOD X. Healthcare $HIMS $TEM X. Quantum $IONQ $GOOG $NVDA X. Space $RKLB $ASTS X. Cybersecurity $CRWD $S X. AV's $GOOG $TSLA $UBER"
@alc2022 Avatar @alc2022 on X 2025-04-20 20:23:16 UTC 93.4K followers, 118.5K engagements

"$PLTR is turning both its customers and itself into autonomous organisations. This means that as $PLTR gets bigger it will accelerate (and not slow down as we've seen businesses do throughout all of human history until now). This is why I think $PLTR has 100X potential"
@alc2022 Avatar @alc2022 on X 2025-07-17 16:48:40 UTC 93.5K followers, 43.7K 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 93.4K followers, 15.1K engagements

"My sister was chased by X moroccans a few nights ago at 2am in Salamanca (Madrid's golden mile). She had to run and jump into a taxi"
@alc2022 Avatar @alc2022 on X 2025-07-22 16:17:37 UTC 93.5K followers, 75.6K engagements

"$IREN is the machine that makes data centers. $ASTS is the machine that makes satellites. $RKLB is the machine that makes rockets. All three are running the $TSLA playbook: vertical integration constant iteration and manufacturing facility franchising"
@alc2022 Avatar @alc2022 on X 2025-07-03 06:55:04 UTC 93.4K followers, 83.2K engagements

"7. FPGAs are chips that can adapt to any configuration at virtually no cost making them ideal for optimizing inference down to the atomic level. No other chip type can truly compete at the Edge. If you think $AMD isnt already leveraging FPGAs for AI take a look at their AI PCs: theyre built with just a CPU and an FPGA"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:27 UTC 93.4K followers, 3211 engagements

"@MarcalCarbo @InvestInAssets I cant promise that sir"
@alc2022 Avatar @alc2022 on X 2025-07-14 12:49:21 UTC 93.4K followers, XXX 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 93.4K followers, 176.2K engagements

"6. AI is shifting from the datacenter to the Edge. Billions of devices will be running inferences. But unlike datacenters these devices have limited space and power. With the Xilinx acquisition $AMD has put itself in position to lead the entire AI at the Edge market 👇"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:27 UTC 93.3K followers, 4671 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 93.1K followers, 4857 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 93.4K followers, 195.8K engagements

"My long term price target for America is $500T"
@alc2022 Avatar @alc2022 on X 2025-07-04 18:11:16 UTC 93.3K followers, 77.2K 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 93.4K followers, 9761 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 93.4K followers, 13K engagements

"@MarcalCarbo @InvestInAssets Working hard 🙏🏼🙏🏼"
@alc2022 Avatar @alc2022 on X 2025-07-14 12:38:40 UTC 93.4K followers, XXX engagements

"$OSCR is down 36%+ in the past three weeks. But I believe $OSCR presents 20X upside on valuation multiple expansion alone 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-18 14:13:57 UTC 93.5K followers, 299.1K engagements

"7. I personally believe that AI will continue scaling at a pace beyond human comprehension and that we will eventually have a datacenter/energy bottleneck. This is why I find $NBIS so fascinating. In such a world an operating system that minimises time to value for datacenter customers more than any other alternative could be very valuable"
@alc2022 Avatar @alc2022 on X 2025-07-19 15:18:23 UTC 93.5K followers, 12K engagements

"When I play tennis I feel like the ball is literally moving slower"
@alc2022 Avatar @alc2022 on X 2025-07-20 12:33:22 UTC 93.5K followers, 44.3K 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 93.4K followers, 96.9K engagements

"4. $HIMS grows by launching more healthcare verticals which allows it to solve a rising number of acute customer problems. The two acquisitions mentioned earlier will serve as platforms for many more verticals to come. These verticals are already growing at an accelerating pace 👇"
@alc2022 Avatar @alc2022 on X 2025-07-21 16:42:41 UTC 93.5K followers, 4467 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 93.4K followers, 10.7K 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 93.3K followers, 8235 engagements

"3. $HIMS recently acquired a peptide manufacturing facility along with an at home full body testing company. Both moves position $HIMS to take advantage of a trillion dollar peptide opportunity which is far bigger than GLP1s alone. This is capital allocation in the top tier"
@alc2022 Avatar @alc2022 on X 2025-07-21 16:42:40 UTC 93.5K followers, 5256 engagements

"5. When $AMD bought Xilinx in 2020 it grabbed a shot at a $200B market no one else had nailed. With FPGA tech $AMD can push AI into any chip giving it a major advantage in edge AI. Dont take my word for it. Just look at their AI PC specs"
@alc2022 Avatar @alc2022 on X 2025-06-09 16:18:12 UTC 93.4K followers, 8253 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 93.3K followers, 27K 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 93.4K followers, 39.1K engagements

"You only have to get it right a few times in your life to be fantastically wealthy"
@alc2022 Avatar @alc2022 on X 2025-07-19 13:04:29 UTC 93.5K followers, 47.2K engagements

"I could probably turn Spain around in X years"
@alc2022 Avatar @alc2022 on X 2025-07-23 12:28:40 UTC 93.5K followers, 22.2K engagements

"Im tired of winning so much. But theres lots more coming"
@alc2022 Avatar @alc2022 on X 2025-07-05 21:37:59 UTC 93.1K followers, 34.8K engagements

"This is an appropriate treat for when $HIMS hits $2000/share"
@alc2022 Avatar @alc2022 on X 2025-07-17 11:49:46 UTC 93.5K followers, 52.7K engagements

"3. Rapid subscriber growth points to distinctive strengths in how the organization operates. In 2022 $OSCR CTO Mario Schlosser noted they offered the lowest cost plan in only X percent of markets. Adding X million members in just XX months compared to X million over the previous XX years shows $OSCR's strong ability to deliver more value per dollar"
@alc2022 Avatar @alc2022 on X 2025-07-11 18:29:15 UTC 93.2K followers, 11K engagements

"$ZETA is similar to $GTLB in that the narrative is about these management teams being unethical. Both are effectively ontologies: the former for marketing and the latter for code. Not to be slept on"
@alc2022 Avatar @alc2022 on X 2025-07-18 17:20:20 UTC 93.5K followers, 35.3K engagements

"Thanks a lot to everyone reaching out in the DMs. Theres too many messages for me to reply and do deep dives but Im truly grateful for your support 🙏🏼🙏🏼"
@alc2022 Avatar @alc2022 on X 2025-07-17 18:30:45 UTC 93.4K followers, 18.9K engagements

"1. $OSCR has shown a strong ability to deliver more value for every dollar spent with user growth gaining momentum. It took eleven years to reach the first million members but only fifteen months to add the next million. Now trading at XXX times sales with concerns that Congress may choose not to extend ACA premium tax credits in 2025. Still sixty-four percent of members are in red states where Republicans hold control in Congress"
@alc2022 Avatar @alc2022 on X 2025-07-18 14:13:57 UTC 93.4K followers, 15.2K engagements

"Most people that know me in real life think Im unemployed. How would you explain my job to them"
@alc2022 Avatar @alc2022 on X 2025-07-22 12:20:09 UTC 93.5K followers, 54K engagements

"6. My conviction in the company keeps growing because in Q1 2025 we saw gateway bookings appear for the first time. That signals MNOs believe $ASTS is on track to successfully deploy its satellite network 👇"
@alc2022 Avatar @alc2022 on X 2025-07-23 18:09:28 UTC 93.5K followers, XXX 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 93.5K followers, 135.2K 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 93.4K followers, 10.1K engagements

"6. Priced at just over X times cash from operations I believe $WISE.L is remarkably undervalued. I do not own $WISE.L shares at present but I plan to buy some in the near future"
@alc2022 Avatar @alc2022 on X 2025-07-20 17:43:21 UTC 93.5K followers, 17.9K 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 93.4K followers, 1276 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 93.4K followers, 15.9K engagements

"$AMD is up 83%+ since this year's lows. But this is just the beginning. I believe $AMD is the next trillion $ AI giant and is positioned to take the whole market 🧵"
@alc2022 Avatar @alc2022 on X 2025-06-26 15:28:50 UTC 93.1K followers, 369.3K 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 93.3K followers, 24.5K engagements

"@DrTomsLens Im not XXX% clear on the moat no"
@alc2022 Avatar @alc2022 on X 2025-07-13 17:17:04 UTC 93.4K followers, 12.5K engagements

"7. As shown in the chart below $HIMS revenue is growing much faster than $PLTR revenue year over year. $HIMS trades at just XXX times sales which is a reasonable valuation for a company growing this quickly. $DUOL which is growing at a similar pace trades at XXXX times sales"
@alc2022 Avatar @alc2022 on X 2025-07-21 16:42:44 UTC 93.5K followers, 4072 engagements

"Awesome summary of my $IREN deep dive my @MonstaStock"
@alc2022 Avatar @alc2022 on X 2025-07-02 17:40:46 UTC 93.4K followers, 57.9K engagements

"What are the odds that $ZETA is indeed engaged in fraudulent activities with XX% of the Fortune XXX as their customers"
@alc2022 Avatar @alc2022 on X 2025-07-18 17:20:05 UTC 93.5K followers, 59.2K engagements

"I went long $PLTR at $X. And I now see $ABCL gradually evolving into the $PLTR of biotech. Here's everything you need to know about $ABCL 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-22 14:55:25 UTC 93.5K followers, 138.6K engagements

"Over the past month Ive done deep dives on: X. $OSCR X. $IREN X. $SNAP X. $ZETA Theyre all available for free. Link in bio"
@alc2022 Avatar @alc2022 on X 2025-07-21 18:36:33 UTC 93.5K followers, 4641 engagements

"Ive researched over XX transformative tech companies. Heres how you position yourself for the biggest shifts of the next decade: X. Cloud Infrastructure $MSFT $AMZN $GOOG X. AI & Big Data $PLTR $NVDA $AMD X. Automation & Robotics $TSLA $AMZN $NVDA X. Digital Assets $COIN $HOOD X. Telehealth & Biotech $HIMS $TEM X. Quantum Computing $IONQ $NVDA $GOOG X. Space Innovation $RKLB $ASTS X. Cybersecurity $CRWD $S X. Autonomous Vehicles $TSLA $GOOG $UBER"
@alc2022 Avatar @alc2022 on X 2025-06-14 12:04:04 UTC 93.4K followers, 103.8K engagements

"I myself have Muslim ascendancy. I only distinguish between good and hard working people versus not. But Europe is in self destruction mode and the problem has to be looked at head on"
@alc2022 Avatar @alc2022 on X 2025-07-23 10:22:40 UTC 93.5K followers, 29.9K 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 93K followers, 5647 engagements

"For those of you asking you can obtain lifetime access to my course below. V2.3 is on the way and you get access to all future iterations based on the feedback of more than XXX students and counting. You also get lifetime access to the Slack community with 400+ deep divers"
@alc2022 Avatar @alc2022 on X 2025-07-19 18:05:59 UTC 93.5K followers, 17.5K engagements

"@danielisdizzy I want to see more companies"
@alc2022 Avatar @alc2022 on X 2025-07-21 20:31:56 UTC 93.4K followers, 2683 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 93K followers, 3654 engagements

"After working on my mitochondria for around a year now I feel like my mind is running at 4K resolution"
@alc2022 Avatar @alc2022 on X 2025-07-20 11:06:43 UTC 93.5K followers, 85.2K engagements

"$ZETA price to sales (orange line) versus free cash flow per share (blue line)"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:25:26 UTC 93.4K followers, 34.3K 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 93.3K followers, 1441 engagements

"6. Taken together $HIMS is set up to grow revenue at an exponential rate while keeping competitors out. Some claim $HIMS has no moat. But $AMZN has tried five times to enter the space and failed. $WMT made an attempt too and also failed. Even $AAPL has not succeeded"
@alc2022 Avatar @alc2022 on X 2025-07-21 16:42:43 UTC 93.5K followers, 3805 engagements

"Spain has a meaningful part of the population thats incredibly talented. They just need to be left alone. Measures: X. Make capitalism cool via memes. X. Unfuck the legal and fiscal framework including the institutions to let these dudes work. X. Lower taxes to near 0"
@alc2022 Avatar @alc2022 on X 2025-07-23 12:51:49 UTC 93.5K followers, 20.2K 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 93.5K followers, 250.6K engagements

"What company should I do a deep dive on after $SNAP"
@alc2022 Avatar @alc2022 on X 2025-07-11 21:38:36 UTC 93.4K followers, 27.8K 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 93.1K followers, 10.7K engagements

"@RH03205906 Not a problem if you are the platform that enables that to happen"
@alc2022 Avatar @alc2022 on X 2025-07-10 11:16:45 UTC 93.5K followers, XXX engagements

"5. So while the market stays focused on GLP1s it is overlooking an exponential opportunity hiding in plain sight. Below on the left you can see personalisation is up XXX percent year over year. As $HIMS expands its verticals and deepens personalisation the business model becomes increasingly difficult to copy"
@alc2022 Avatar @alc2022 on X 2025-07-21 16:42:42 UTC 93.5K followers, 4167 engagements

"$AMD doesn't have to outperform CUDA. They have to build a framework that works for their highly differentiated hardware roadmap a.k.a AI at the Edge"
@alc2022 Avatar @alc2022 on X 2025-07-18 17:13:56 UTC 93.5K followers, 24.4K engagements

"2. $HIMS management is outstanding at capital allocation. They have built the first cash flow positive healthcare company operating outside the traditional insurance model in American history. Cash generation is rising fast driven by strong execution from the team"
@alc2022 Avatar @alc2022 on X 2025-07-21 16:42:39 UTC 93.5K followers, 6117 engagements

"1. At the Advancing AI event $AMD CEO Lisa Su revealed that the MI355 processes XX percent more tokens per percent than $NVDA Blackwell. This highlights $AMD's structural edge in inference"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:22 UTC 93K followers, 8244 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 93.4K followers, 89.4K 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 93.4K followers, 14.3K engagements

"These days are behind us $AMD shareholders"
@alc2022 Avatar @alc2022 on X 2025-07-18 08:37:23 UTC 93.3K followers, 27.5K 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 93.3K followers, 404.4K 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 93.4K followers, 131.6K engagements

"Doing many deep dives in a short period overloads your subconscious mind. If you have it in the genes it'll start comparing the companies until you have them broadly ranked in order of conviction. Always make space for subconscious workloads"
@alc2022 Avatar @alc2022 on X 2025-07-22 10:14:58 UTC 93.5K followers, 22.6K 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 93.4K followers, 17.7K 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 93.3K followers, 3480 engagements

"I offer you guys the possibility of doing another X spaces this evening while I bench press post-research"
@alc2022 Avatar @alc2022 on X 2025-07-21 17:54:52 UTC 93.5K followers, 12.2K engagements

"My $ZETA deep dive is live. Link in bio to read it for free. Here's a sneak peek:"
@alc2022 Avatar @alc2022 on X 2025-07-21 18:26:24 UTC 93.5K followers, 43.2K engagements

"5. Reading through the Q1 2025 ER transcript you can see how $NBIS is focused on making all of their customers' operations more efficient 👇 This is something you don't hear $IREN management talking about for example or any other hyperscaler management team"
@alc2022 Avatar @alc2022 on X 2025-07-19 15:18:21 UTC 93.4K followers, 3634 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 93.4K followers, 3917 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 93.1K followers, 10.8K 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 93.4K followers, 2879 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 93.3K followers, 2939 engagements

"Its great that my first big $HIMS purchase at $XX is up 3.35X but its even cooler that I made that investment with the capital obtained after liquidating $GPRO and $BB at a XX% loss. Bounce back from your mistakes"
@alc2022 Avatar @alc2022 on X 2025-07-19 09:50:54 UTC 93.5K followers, 38.8K 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 93.3K followers, 173.8K 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 93.4K followers, 48.1K 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 93.2K followers, 44K engagements

"2. LLMs are large. Storing an LLM on-chip shortens the distance electrons travel from memory to compute leading to faster and more cost-efficient inferences. That requires a significant amount of the graph below shows the $AMD MI355X has one point six times more memory than the $NVDA GB200"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:24 UTC 93K followers, 6261 engagements

"4. $NBIS is the product of the Yandex co-founder Arkady Volozh and a swath of highly experienced engineers spinning off from Yandex (and Russia) motivated by political factors. This is probably the only team on Earth with the demonstrated ability to stand up to hyperscalers like $MSFT $GOOG and $AMZN"
@alc2022 Avatar @alc2022 on X 2025-07-19 15:18:20 UTC 93.2K followers, 3126 engagements

"How might $HOOD and $WISE.L compete in the future"
@alc2022 Avatar @alc2022 on X 2025-07-20 18:48:59 UTC 93.5K followers, 27.8K engagements

"$HIMS is down XX% from ATHs. But I believe $HIMS will be worth $2000/share by 2030 or more intrinsically. $HIMS is the $NFLX of healthcare in the making. This is my $HIMS thesis 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-21 16:42:37 UTC 93.5K followers, 175.9K engagements

"8. That said as Zuck and co seem to believe (see below) $AMD may also have an edge in datacenter inference. Zucks Llama 405B runs all of its inferences exclusively on $AMD MI300X. Thats a strong vote of confidence in $AMDs roadmap"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:28 UTC 93.4K followers, 3915 engagements

"The finance industry monetizes via fees. I monetize by upgrading your mind"
@alc2022 Avatar @alc2022 on X 2025-07-08 14:17:50 UTC 93K followers, 15.1K engagements

"Europeans wanting to spend the summer exploring Asia are totally missing the point. The Mediterranean during the summer is peak planetary enjoyment"
@alc2022 Avatar @alc2022 on X 2025-07-19 12:29:16 UTC 93.5K followers, 33.3K engagements

"I went long $AMD at $XXX. $PLTR at $X. $HIMS at $XX. And $WISE.L is my latest conviction. At a market cap of just $14B today I see $WISE.L becoming one of the largest financial institutions on Earth 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-20 17:43:16 UTC 93.5K followers, 160.9K engagements

"3. $WISE.L is a perfect application of what I call the $COST Algorithm to the finance space. As they get bigger and more efficient they're decreasing prices. This is compounding tremendous goodwill"
@alc2022 Avatar @alc2022 on X 2025-07-20 17:43:18 UTC 93.5K followers, 10.2K 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 93.5K followers, 80.5K engagements

"$WISE.L is running the $COST Algorithm applied to international payments. By making international payment faster cheaper and easier than anyone else $WISE.L is in a position to deploy additional financial services at a marginal cost and become a $100B+ fintech giant and more"
@alc2022 Avatar @alc2022 on X 2025-07-22 17:30:45 UTC 93.5K followers, 21K engagements

"This is why Im so confident about the value my course delivers. The framework pulled me out of a XX% loss and into a mega winner that is $HIMS. Im the first customer and I continue to receive massive dividends from this framework"
@alc2022 Avatar @alc2022 on X 2025-07-19 12:30:46 UTC 93.5K followers, 32.6K engagements

"My reply to @joecarlsonshow about the proof of my $AMD $TSLA $PLTR $SPOT and $HIMS extraordinarily succesful picks"
@alc2022 Avatar @alc2022 on X 2025-07-01 16:32:32 UTC 93.4K followers, 439K engagements

"Id be willing to bet that a large % of psychiatric patients are simply the result of: X. A high IQ. X. Poor mitochondrial health. The level at which your mind works when you fix your mitochondria is incredible. I increasingly believe all illnesses are metabolic dysfunction"
@alc2022 Avatar @alc2022 on X 2025-07-23 10:05:54 UTC 93.5K followers, 23.5K 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 93.4K followers, 69.8K engagements

"5. This doesn't mean $NVDA won't do well. The market is big enough for both $AMD and $NVDA. But $AMD is working on something else: inference at the Edge. Lisa has been executing quietly and is now starting to speaking up 👇"
@alc2022 Avatar @alc2022 on X 2025-06-17 17:50:50 UTC 93.2K followers, 4236 engagements

"$RBLX is a Singularity Scaler: much like $PLTR $DUOL and $HIMS its earning power is likely to increase exponentially in tandem with the evolution of AI models"
@alc2022 Avatar @alc2022 on X 2025-05-22 11:10:20 UTC 93.5K followers, 32.3K 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 93.4K followers, 268.8K engagements

"7. I dont currently hold an $ASTS position as I still need more clarity on their technical moat. Im continuing to learn about the space industry. At the same time the financial picture is still tough while $ASTS works to launch the critical mass of XX to XX satellites 👇"
@alc2022 Avatar @alc2022 on X 2025-07-23 18:09:29 UTC 93.5K followers, XXX engagements

"The past few weeks call for a write up on conviction. I have a conviction with $WISE.L but Im nearly fully allocated. And I wouldnt sell any of my X positions. Also the difference between conviction and not conviction can be millimetrical"
@alc2022 Avatar @alc2022 on X 2025-07-20 18:44:04 UTC 93.5K followers, 31.9K engagements

"I went long $AMD at $XXX. $TSLA at $XX. $SPOT at $XXXXX. $HIMS at $XX. $PLTR at $X. I'm now watching $RKLB $ASTS $OSCR $HFG and $LMND and $ABCL closely 🧵"
@alc2022 Avatar @alc2022 on X 2025-06-19 12:37:04 UTC 93.4K followers, 315.5K engagements

"I only own X stocks: X. $AMD since $XXX. X. $TSLA since $XX. X. $PLTR since $X. X. $SPOT since $XXXXX. X. $DUOL since $XXX. X. $HIMS since $XX. In the past I lost XX% on $GPRO and $BB which I liquidated and reinvested into $HIMS"
@alc2022 Avatar @alc2022 on X 2025-07-19 09:42:33 UTC 93.5K followers, 116.3K 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 93.4K followers, 1133 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 93.5K followers, 296K engagements

"$TSLA has been trading sideways for X years now. But the cars drive themselves now"
@alc2022 Avatar @alc2022 on X 2025-07-17 11:03:13 UTC 93.5K followers, 242.3K engagements

"Generally finance bros tend to slack off in the summer and at around late-July / mid-August positions tend to blow up following a few weeks of drift. Then in September everyone forgets. The best hedge is ironically not paying attention including not celebrating a correction"
@alc2022 Avatar @alc2022 on X 2025-07-22 10:29:17 UTC 93.5K followers, 15.7K engagements

"Over the past month Ive done deep dives on: X. $OSCR X. $IREN X. $SNAP X. $ZETA X. $NBIS Theyre all available for free. Link in bio"
@alc2022 Avatar @alc2022 on X 2025-07-21 18:41:32 UTC 93.5K followers, 100.6K engagements

"My venture capital short list in no particular order: X. $ASTS X. $RKLB X. $OSCR X. $RIVN X. $HFG"
@alc2022 Avatar @alc2022 on X 2025-06-25 11:41:02 UTC 93.1K followers, 67.2K 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 93.2K followers, 61.6K engagements

"5. This doesnt mean $NVDA wont succeed. The market is large enough for both $AMD and $NVDA. But $AMD is focused on something different: bringing inference to the Edge. Lisa has been executing behind the scenes and is now beginning to speak out 👇"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:26 UTC 93.4K followers, 5112 engagements

"Ive tricked everyone into believing $HIMS is not a $XX stock"
@alc2022 Avatar @alc2022 on X 2025-07-23 15:09:03 UTC 93.5K followers, 41.3K engagements

"9. This is why $AMD represents a highly asymmetric opportunity. They are poised to capture significant datacenter share while also facing a vast and uncontested market at the Edge. At the same time $AMDs ROCm software keeps advancing rapidly as shown below 👇"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:29 UTC 93K followers, 2949 engagements

"You have to pick one: X. $OSCR X. $IREN X. $NBIS X. $DUOL X. $WISE.L"
@alc2022 Avatar @alc2022 on X 2025-07-22 17:36:31 UTC 93.5K followers, 174.9K 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 93.4K followers, 83.8K engagements

"1. The market views $HIMS as a GLP1 company. But in reality it is a healthcare platform. You can think of it as the $NFLX of healthcare. As shown below $HIMS is rapidly growing both its subscriber count and revenue per subscriber especially over the last two quarters"
@alc2022 Avatar @alc2022 on X 2025-07-21 16:42:38 UTC 93.5K followers, 6209 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 93.4K followers, 58.8K engagements

"10. Ive been an $AMD shareholder for nearly XX years and Ive never heard Lisa Su over-promise. In her latest CNBC interview Lisa said the MI355 is the best inference accelerator on the market. If she says its the best its probably true"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:30 UTC 93.2K followers, 7242 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 93.1K followers, 70K engagements

"Things that are very likely: X. $PLTR becomes the platform companies are built on. X. $AMD takes the whole market. X. $HIMS powers the global healthcare industry. X. $DUOL becomes the worlds AI teacher. X. $TSLA unlocks material abundance. X. $SPOT becomes the $GOOG of audio"
@alc2022 Avatar @alc2022 on X 2025-07-20 09:59:58 UTC 93.5K followers, 101.2K 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 93.4K followers, 155.9K engagements

"$HIMS shorts are positioned to lose all of their money"
@alc2022 Avatar @alc2022 on X 2025-07-22 15:46:57 UTC 93.5K followers, 57.2K engagements