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@exponentialluke
"And don't forget the downstream effects. ✨As humans collaborate with AI their own health becomes the ultimate competitive edge. ✨ Think "AI appliers" for health. Companies like $AAPL $GRMN $TDOC $PTON $GOOGL $HIMS $TALK $LLY"
@exponentialluke on X 2025-07-11 16:59:23 UTC XX followers, XXX engagements
"Trump threatening more tariffs. Yet stocks stable. And tech stocks hot. $NBIS +12%. $KC +10%. $RKLB +8%. $MARA +8%. $APP +6%. $MP +5%. Market knows the tariff stuff is all bark no bite. 🧵" @exponentialluke on X 2025-07-14 17:00:15 UTC XX followers, XXX engagements
"Another beat + raise print from $NOW w/ XX% rev growth and XX% EPS growth. AI driving the growth. AI Pro Plus deal count +50% QoQ. Secured largest enterprise AI deal yet at $20mm. $XOM $NVDA deploying the company's AI agents. 🔽" @exponentialluke on X 2025-07-24 17:03:07 UTC XX followers, XX engagements
"🤖 New Being Exponential #podcast episode: - Humanoid robots: Optimus serves popcorn & Walker S2 runs 24/7 - YouTube versus AI video - Quantum coming 2028 - $UBER robotaxis - Nuclear still hot - Crypto markets feeling refreshed - Plus insights on $OPEN $STEM $SLDP $ALAB $JOBY" @exponentialluke on X 2025-07-25 23:57:02 UTC XX followers, XXX engagements
"The future is ambient AI. Meta glasses the forthcoming OpenAI x Jony Ive device Bee (just bought by Amazon) Garmin's smart AI devices and so on. $META #OpenAI $AMZN $GRMN $GOOGL" @exponentialluke on X 2025-07-23 18:59:06 UTC XX followers, XXX engagements
"$TSLA is the perfect example of a tug-of-war between the now and the future. Spoiler alert: We think the future wins the tug-of-war and we think TSLA stock soars over the next 3-5 years on robotaxi ramp Optimus rollout and new concepts like Tesla Diner. 🧵" @exponentialluke on X 2025-07-24 19:03:03 UTC XX followers, XX engagements
"🎙📈 New #podcast episode is out This week we cover: - $MP's huge deals a game-changer for humanoid robots - Why we see a 2H market rally despite the inflation spike - Grok X - The robotaxi race 🚗 - $BTC to $120K - We also cover $QS $AIRO $AMPX $RCAT & more" @exponentialluke on X 2025-07-18 19:23:02 UTC XX followers, XXX engagements
"Production of lower-priced model has begun. Ramp expected in Q4. Lower-priced Teslas across the board should be everywhere by 2026 helping offset the loss of the EV tax credit" @exponentialluke on X 2025-07-24 19:03:17 UTC XX followers, XX engagements
"There is relentless demand from enterprises to deploy AI across their orgs especially with new agentic AI models. This isn't just happening at $NOW. This likely means good numbers ahead for $PLTR $IOT $GWRE $CRWD $QTWO $AXON $SNOW $MNDY" @exponentialluke on X 2025-07-24 17:03:10 UTC XX followers, XXX engagements
"Theres a loneliness pandemic. How many would pay $6K for a friend that just needs an occasional recharge A lot. Especially if it always has this much rizz 🔽" @exponentialluke on X 2025-07-25 23:44:50 UTC XX followers, XX engagements
"The $GOOGL report was mic-drop moment for AI stocks. The AI Boom is not slowing down up. It is speeding up. And that means AI stocks will just keep ripping higher. $MSFT $META $AAPL $NVDA $AVGO $PLTR $TSM $MRVL $AMZN $CRM $ORCL 🔽" @exponentialluke on X 2025-07-24 14:57:03 UTC XX followers, XXX engagements
"Companies building the new work OS. - Freelance Platforms: $UPWK $FVRR $U $INTU - AI Workflow: $ASAN $MNDY $TEAM #OpenAI - Inference Layer: $NBIS $CRWV (Obviously just a handful of examples. There are many more.)" @exponentialluke on X 2025-07-11 16:59:18 UTC XX followers, XXX engagements
"- Google Search AI Mode 100mm users - Gemini AI app 350mm MAUs / Daily Requests +50% QoQ - Veo3 - 70mm vids generated since May - Monthly AI token usage 2X since May - Gemini AI enterprise usage 35X YoY - Google Cloud backlog - $106B - 2025 capex - $85B" @exponentialluke on X 2025-07-24 14:57:06 UTC XX followers, XX engagements
"$OPRA's MiniPay wallet is booming. 8m wallets + 200m txns driving XX% of USDT gas fees on $CELO indicating massive real-world stablecoin use. MiniPay is a genuine crypto use case that empowers people in emerging markets to combat inflation & make daily transactions" @exponentialluke on X 2025-07-17 15:02:05 UTC XX followers, XXX engagements