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@alc2022 "I believe Europe is entering a deep recession"
@alc2022 Avatar @alc2022 on X 2025-07-25 12:50:31 UTC 93.6K followers, 6708 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 93.7K followers, 237.6K 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 93.6K followers, 60.8K 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 93.7K followers, 92.9K engagements

"Bubbles happen when no one thinks were in a bubble. XX% of investors have been saying were in a bubble for years now"
@alc2022 Avatar @alc2022 on X 2025-07-25 15:11:04 UTC 93.7K followers, 32.4K 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 93.7K followers, 319.5K engagements

"$ABCL is building a platform that could cure any human illness"
@alc2022 Avatar @alc2022 on X 2025-07-16 12:22:30 UTC 93.6K followers, 52.9K 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 93.7K followers, 1504 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 93.6K 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 93.7K followers, 22.7K engagements

"$AMD is positioned to take the whole market 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-17 13:37:21 UTC 93.7K followers, 241.7K engagements

"What company should I do my next deep dive on"
@alc2022 Avatar @alc2022 on X 2025-07-21 18:46:54 UTC 93.7K followers, 43.1K 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 93.7K followers, 20.3K 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 93.7K followers, 6962 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 93.7K followers, 104.1K 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 93.7K followers, 63.8K engagements

"1. $WISE.L free cash flow per share is rising very fast as you can see below. This is because they make international payments easier faster and cheaper than anyone else can"
@alc2022 Avatar @alc2022 on X 2025-07-20 17:43:17 UTC 93.7K followers, 17.6K engagements

"$HIMS seems to be setting up for a big short squeeze"
@alc2022 Avatar @alc2022 on X 2025-07-24 08:40:43 UTC 93.7K followers, 49.3K 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 93.7K followers, 62K 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 93.6K followers, 56.5K 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 93.7K followers, 15.9K engagements

"$ASTS is constructing a network thats that's increasingly positioned to generate billions in FCF almost overnight assuming the stellar execution keeps up. Heres my $ASTS thesis 🧵"
@alc2022 Avatar @alc2022 on X 2025-07-23 18:09:21 UTC 93.7K followers, 114.4K 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 93.7K followers, 80K 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 93.7K followers, 20.5K 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 93.6K followers, 17.9K 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 93.7K followers, 43.9K engagements

"$HIMS shareholders are winning a lot. But theres much more coming. It will be too much"
@alc2022 Avatar @alc2022 on X 2025-07-24 22:38:03 UTC 93.7K followers, 54K engagements

"$HIMS is only up XXX% YTD now. You can learn the mental mental model behind my very $HIMS pick by taking my course. Just 5/25 coupons left to obtain lifetime access for $XXX instead of $XXX. Use code PLTR at checkout 👇"
@alc2022 Avatar @alc2022 on X 2025-07-24 16:17:58 UTC 93.7K followers, 10.1K 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 93.7K followers, 78.7K 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 93.7K followers, 176.6K engagements

"@capitalatrisk23 I think prices are roughly the same but portions have been cut considerably. So value:price ratio has contracted and consumers are pulling back considerably. Very strong underlying inflation it seems"
@alc2022 Avatar @alc2022 on X 2025-07-25 12:41:51 UTC 93.7K followers, XXX 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 93.7K followers, 4708 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 93.7K followers, 196.2K engagements

"My long term price target for America is $500T"
@alc2022 Avatar @alc2022 on X 2025-07-04 18:11:16 UTC 93.7K followers, 77.2K 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 93.7K followers, 299.6K 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 93.7K followers, 44.5K 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 93.5K followers, 1901 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 93.5K followers, 96.9K engagements

"$AMD is up XXX% since this years lows. And yesterday $AMD CEO Lisa Su said that demand is strong from $TSLA and OpenAI. This is just the beginning"
@alc2022 Avatar @alc2022 on X 2025-07-24 16:01:57 UTC 93.7K followers, 56K engagements

"European salaries are abysmal and the price of everything just keeps going up. Europeans cannot afford anything St. Tropez Ibiza and Marbella now have an inordinate volume of Lambos that are driven by incredibly tasteless pseudo-criminals"
@alc2022 Avatar @alc2022 on X 2025-07-25 13:05:01 UTC 93.7K followers, 26K 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 93.5K 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 93.6K followers, 8251 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 93.6K followers, 34.6K 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 93.6K followers, 39.1K engagements

"Were back to stocks now anyway. Lots of winning coming up"
@alc2022 Avatar @alc2022 on X 2025-07-25 13:15:39 UTC 93.7K followers, 13.7K 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 93.7K followers, 47.3K engagements

"I could probably turn Spain around in X years"
@alc2022 Avatar @alc2022 on X 2025-07-23 12:28:40 UTC 93.7K followers, 29.2K engagements

"This simple trick would increase $HIMS FCF/share too much even for me"
@alc2022 Avatar @alc2022 on X 2025-07-24 20:51:21 UTC 93.7K followers, 34K 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 93.7K followers, 35.4K 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 93.7K followers, 54.9K engagements

"Some important questions that have come up after the last month of deep dives: X. Why dont we trust management teams when the KPIs are perfect X. Do we need AI energy plays when we own the best AI software plays X. How do vertical and horizontal Ontologies compete"
@alc2022 Avatar @alc2022 on X 2025-07-21 18:45:45 UTC 93.7K followers, 12.4K 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 93.7K followers, 3081 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 93.7K 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 93.5K 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 93.7K followers, 18.2K 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 93.6K followers, XXX 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 93.6K followers, 24.6K engagements

"One of two things can happen going forward: X. AI scales as I expect and $PLTR does get 100x bigger. X. AI stops scaling and $PLTR gets a XX% haircut"
@alc2022 Avatar @alc2022 on X 2025-07-25 15:00:23 UTC 93.7K followers, 26.7K 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 93.7K 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 93.7K followers, 143.6K 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 93.7K followers, 35.3K 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 93.7K followers, 17.6K engagements

"@danielisdizzy I want to see more companies"
@alc2022 Avatar @alc2022 on X 2025-07-21 20:31:56 UTC 93.6K followers, 2699 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 93.7K followers, 85.4K engagements

"I cant say we because that would imply Im giving others financial advice"
@alc2022 Avatar @alc2022 on X 2025-07-23 19:21:52 UTC 93.7K followers, 22.3K 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 93.7K followers, 34.4K 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 93.7K followers, 1455 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 93.7K followers, 26K 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 93.7K followers, 251K engagements

"What company should I do a deep dive on after $SNAP"
@alc2022 Avatar @alc2022 on X 2025-07-11 21:38:36 UTC 93.7K followers, 27.8K engagements

"Hedonic adaptation is a bottomless pit. As we prosper economically we must find greater satisfaction in restraint and in striving for higher levels of performance rather than in indulgence"
@alc2022 Avatar @alc2022 on X 2025-07-25 11:52:37 UTC 93.7K followers, 12.4K 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 93.7K followers, 24.4K 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 93.6K followers, 89.4K engagements

"These days are behind us $AMD shareholders"
@alc2022 Avatar @alc2022 on X 2025-07-18 08:37:23 UTC 93.6K followers, 27.6K engagements

"@investorinfo_dk @CyclesWithBach @FilipSalling @HenrikZeberg Thanks a lot my Nordic friend 🙏🏼"
@alc2022 Avatar @alc2022 on X 2025-07-25 14:45:35 UTC 93.7K followers, XX 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 93.5K followers, 404.4K 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 93.7K followers, 6662 engagements

"9. The above content is not financial advice and should not be interpreted as such. This content is for educational and information purposes only"
@alc2022 Avatar @alc2022 on X 2025-07-23 18:09:30 UTC 93.7K followers, 8532 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 93.6K followers, 131.7K 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 93.7K followers, 23.1K engagements

"Seeing Sydney create shareholder value for a company thats not $HIMS makes me SICK"
@alc2022 Avatar @alc2022 on X 2025-07-24 21:07:54 UTC 93.7K followers, 43.3K 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 93.7K followers, 3498 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 93.7K followers, 12.4K 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 93.7K followers, 44.1K 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 93.7K followers, 3918 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 93.7K followers, 38.9K 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 93.7K followers, 48.1K engagements

"While many debate whether Im retarded Im up: 20x on $PLTR 3x on $HIMS 34x on $AMD 24x on $TSLA 7.8x on $SPOT I believe each of these will be a 100-bagger in time. Investors running old software are being left behind. Bookmark this"
@alc2022 Avatar @alc2022 on X 2025-07-01 11:16:52 UTC 93.5K followers, 194.6K 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 93.7K followers, 44.2K engagements

"How might $HOOD and $WISE.L compete in the future"
@alc2022 Avatar @alc2022 on X 2025-07-20 18:48:59 UTC 93.6K followers, 27.9K 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 93.7K followers, 177K engagements

"It does seem to be that every time $HIMS is about to take off a hit piece arrives"
@alc2022 Avatar @alc2022 on X 2025-07-25 20:03:39 UTC 93.7K followers, 28.9K 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 93.7K followers, 33.5K 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 93.7K followers, 161.6K 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 93.7K followers, 22K 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 93.7K followers, 80.9K engagements

"@DBX01980103 The ambiance totally sucks right now"
@alc2022 Avatar @alc2022 on X 2025-07-25 12:56:40 UTC 93.7K followers, XXX 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, 32.7K 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 93.7K followers, 27.6K engagements

"Looks like the shorts were right - $HIMS is only up XXX% in the past X years"
@alc2022 Avatar @alc2022 on X 2025-07-24 20:05:53 UTC 93.7K followers, 17.1K 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 93.5K 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 93.6K followers, 4239 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 93.7K followers, 32.4K 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 93.7K followers, 269.1K 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 93.7K followers, 3114 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 93.7K followers, 32K 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 93.7K followers, 315.7K 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 93.7K followers, 116.6K 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 93.7K followers, 296.5K 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 93.7K followers, 242.6K 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 93.7K followers, 15.9K 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 93.7K followers, 101.3K 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 93.7K followers, 5135 engagements

"Ive tricked everyone into believing $HIMS is not a $XX stock"
@alc2022 Avatar @alc2022 on X 2025-07-23 15:09:03 UTC 93.7K followers, 66.9K 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 93.7K followers, 180.1K 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 93.7K followers, 47.3K 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 93.6K followers, 6259 engagements

"Once in a lifetime opportunities to create generational wealth: X. $HIMS at $XX X. $PLTR at $XX X. $AMD at $XX X. $SPOT at $XXX X. $TSLA at $XXX X. $DUOL at $XXX X. $AMZN at $167"
@alc2022 Avatar @alc2022 on X 2025-04-21 15:06:14 UTC 93.5K followers, 103.9K engagements

"$HIMS unites some extraordinary characteristics: X. A business that's growing exponentially. X. An inordinate short interest. X. Shorts that don't understand the business at all. X. Tremendously undervalued"
@alc2022 Avatar @alc2022 on X 2025-07-24 08:45:18 UTC 93.7K followers, 25.2K 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 93.7K followers, 101.5K engagements

"Observers want to understand why my stocks go up. They think its because the market is hot. I assure ladies and gentlemen that stocks merely track free cash flow per share over the long term"
@alc2022 Avatar @alc2022 on X 2025-07-25 11:02:55 UTC 93.7K followers, 15.7K 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 93.7K followers, 156K engagements

"As $HIMS beautifully demonstrates stock prices track free cash flow per share over the long term"
@alc2022 Avatar @alc2022 on X 2025-07-24 11:29:35 UTC 93.7K followers, 48K engagements

"$HIMS shorts are positioned to lose all of their money"
@alc2022 Avatar @alc2022 on X 2025-07-22 15:46:57 UTC 93.7K followers, 58.3K engagements