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@LostFundamental "$TSLA - so a 16k beat vs @TroyTeslike is worth around XXXX% on the share price assuming $5k profit per car. Meanwhile the stock is up $XX or $35bn or almost a $F Ford"
X Link @LostFundamental 2025-10-02T13:15Z 2829 followers, XXX engagements

"$NVDA - The major issue with this level of efficiency is that only $19bn of GPUs spend (NVIDIA revenue) is required to support the projected $300bn LLM revenue in 2030. Thats around X% of the markets expected revenue for NVIDIA. Now we just need to explain the other 95%"
X Link @LostFundamental 2025-10-10T09:47Z 2829 followers, 1296 engagements

"$ASTS - No wonder the spacemob is going crazy. Analysts are so bullish they forecast more EBITDA than revenue in 2027-2029 and more FCF (EBITDA-Capex) than revenue in 2028-2029. Source Bloomberg"
X Link @LostFundamental 2025-10-09T21:40Z 2829 followers, 13K engagements