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@AkinatorAssets
"4/5 🏰 $GLXY Moat: Built Different (But Is It Enough) 💡 Galaxy is no meme coin its structured like Goldman for crypto. Defensive Moats: ✅ Novogratz = Institutional trust ✅ Advanced compliance infra = Regulator-friendly ✅ Diversified verticals = Trading Asset Mgmt Investment Banking Mining Offensive Moats: 💥 Full-stack offerings enable internal synergies 💥 Exclusive institutional focus = deeper client relationships 💥 Investment banking for token raises M&A etc. niche & sticky ⚠ Durability Concerns: 📉 1/6 the size of Coinbase 📉 Fidelity has legacy client ties + scale 📉 Regulatory changes"
@AkinatorAssets on X 2025-07-24 18:44:34 UTC XXX followers, XXX engagements
"🧵 1/6 $BIDU is dirt cheap: trading at just 8x forward earnings while leading Chinas AI and robotaxi revolution. It just crushed earnings signed a global deal with Uber and is ramping up its Apollo Go platform. But the stock is down XX% YTD. Why Lets break it down 🧠👇" @AkinatorAssets on X 2025-07-23 17:41:39 UTC XXX followers, XXX engagements
"@amitisinvesting Classic Trump negotiating tactic to meet in the middle 🤝 He runs this playbook with tariffs rates and pretty much everything else Trump is the opposite of underpromise and over deliver but hey it works for negotiations 🤞Trump and Powell see eye to eye again soon 👀" @AkinatorAssets on X 2025-07-22 15:50:21 UTC XXX followers, XXX engagements
"🐂 3/6 - Bull Case: $BIDU is executing on AI autonomy and profitability The upside is real and already starting to show in the numbers 👇 Crushing Earnings Q1 2025 EPS beat estimates by 50%. Operating leverage is kicking in - even with macro pressure. AI Is Working Core revenue up X% YoY - driven by monetizing AI capabilities. AI is moving from R&D to P&L. Uber Partnership = Global Footprint Baidus Apollo Go joins forces with $UBER to scale driverless vehicles globally - a game changer. Undervalued vs Peers Global AI peers trade at 2040x earnings. $BIDU sits at 8x with real growth drivers. 💥" @AkinatorAssets on X 2025-07-23 17:41:41 UTC XXX followers, XXX engagements
"🐻 4/6 - Bear Case: Real Risks Still Weigh on $BIDU Not all is rosy. Here's what keeps investors on the sidelines 👇 Ad Revenue Decline Digital ad market in China is maturing - and Baidus core is under structural pressure. Fierce Competition Alibaba Tencent ByteDance and Xpeng are all gunning for the same AI/autonomy pie. China Tech Regulation Policy remains unpredictable - a tweet regulation or audit could hammer sentiment overnight. Stock Lagging Innovation Despite launching AI search features and Apollo Park the stock has underperformed due to monetization concerns. ⚠ Moat Risks: ByteDance" @AkinatorAssets on X 2025-07-23 17:41:41 UTC XXX followers, XXX engagements
"@BigBullCap Nice innovation from $PYPL 🚀 Were split on whether $PYPL s peak is behind it or if theres more to go under Alex 📈📉 The continued share buybacks is exciting as an investor but competitors like stripe continue to cause trouble for $PYPL" @AkinatorAssets on X 2025-07-23 04:28:09 UTC XXX followers, XXX engagements
"@StockSavvyShay @fiscal_ai Its beautiful Google Cloud has demonstrated remarkable growth with revenue increasing XX% year-over-year to $XXXXX billion in Q2 2025 absolutely crushing analyst expectations of 27%. $GOOGL" @AkinatorAssets on X 2025-07-24 15:32:32 UTC XXX followers, XXX engagements
"We like $BIDU and other stocks with a trade deal being the catalyst for upward momentum Heres our bull case on $BIDU: $BIDU is executing on AI autonomy and profitability The upside is real and already starting to show in the numbers 👇 Crushing Earnings Q1 2025 EPS beat estimates by 50%. Operating leverage is kicking in - even with macro pressure. AI Is Working Core revenue up X% YoY - driven by monetizing AI capabilities. AI is moving from R&D to P&L. Uber Partnership = Global Footprint Baidus Apollo Go joins forces with $UBER to scale driverless vehicles globally - a game changer." @AkinatorAssets on X 2025-07-23 18:09:55 UTC XXX followers, XXX engagements
"This weeks adds to $HIMS and $OSCR are already paying off When Mr. Market gives you the chance to buy the dip on great companies its an opportunity to set yourself up for outsized gains Our price targets are more conservative than yours for 2030 but we both come to the same conclusion 🚀" @AkinatorAssets on X 2025-07-23 21:49:58 UTC XXX followers, XXX engagements
"Buying $OSCR during this downtrend may have felt a bit like the meme but this is just Mr. Market giving us a second chance to add to positions w/ $OSCR youre buying a company that has a: 1) ttm revenue growth of XX% 2) profit margin flipping from negative to positive 3) proven track record of successful expansion 4) ceo with an elite record 5) moat in development via tech Conviction is key 🔑" @AkinatorAssets on X 2025-07-18 20:37:18 UTC XXX followers, 1706 engagements
"@StockSavvyShay @fiscal_ai Let them sleep 😴 $GOOGL is the mag X play of 2025 outside of $NVDA on liberation day Too many growth levers to be trading under a XX P/E $GOOGL is trading at an attractive discount 🔥🏷" @AkinatorAssets on X 2025-07-20 12:59:51 UTC XXX followers, 1682 engagements
"🚨 $NIO is up XX% in the last month comeback in the making or just another head fake After a brutal selloff $NIO is flashing signs of life: soaring deliveries bold battery tech and a Q4 2025 profit target. Is the EV underdog ready to run Lets dive in 🧵" @AkinatorAssets on X 2025-07-18 16:25:52 UTC XXX followers, 1979 engagements
"@The_AI_Investor Jensen is the king of AI 🤴 $NVDA Lisa Su is the queen of AI 👸 $AMD The fun is just getting started w/ agents AI device integration robotics etc. The opportunity is exponential 📈" @AkinatorAssets on X 2025-07-21 00:01:44 UTC XXX followers, XXX engagements
"$PYPL & $GOOGL partnership called out on the $GOOGL earnings call 🚨 $PYPL will use $GOOGL AI services to improve the digital commerce experience for merchants and customers @TheLongInvest" @AkinatorAssets on X 2025-07-23 20:55:37 UTC XXX followers, 1964 engagements
"@TrendSpider When being a value investor and buying the tech dip meet 🤝" @AkinatorAssets on X 2025-07-21 18:26:35 UTC XXX followers, XXX engagements
"🧠 2/6 - Investment Case: $BIDU is a deep value play with long-term AI upside Despite leading in autonomous driving and AI $BIDU trades at bargain-basement levels: Forward P/E: XXXX Price-to-book: XXXX Q1 2025 EPS: $XXXXX vs $XXXXX est a $XXXX beat 📉 The market remains skeptical. Why 🔍 Analytical reasoning: Incomplete Transition - Investors still see Baidu as a search giant not an AI leader China Discount - Regulatory risk depresses tech valuations broadly Ad Weakness - Core ad revenue remains under pressure But the risk-reward is asymmetric: Strong balance sheet Approximately $XXXX billion" @AkinatorAssets on X 2025-07-23 17:41:40 UTC XXX followers, XXX engagements
"2/10🛰 TECHNOLOGY & STRATEGY $ASTS Unlike Starlink $ASTS doesnt need dishes or terminals. It connects directly to your regular phone globally. This direct-to-device (D2D) tech unlocks massive B2B2C adoption via existing carrier networks. ⚙ FCC granted testing authority 🌐 Vodafone India partnership = 1.1B potential subs $ASTS is moving from demo deployment in real time" @AkinatorAssets on X 2025-07-17 16:13:19 UTC XXX followers, XXX engagements
"@MitchMartan98 Speak now or forever hold your peace ☮ $OSCR $HIMS $UNH" @AkinatorAssets on X 2025-07-22 15:25:06 UTC XXX followers, XXX engagements
"@Investingcom Gemini is the driver of $GOOGL for this next phase of AI driven growth as key businesses like YouTube and services continue to provide the foundation to build on Fundamentals suggest that $GOOGL may still be the most attractive mag X company even after the run from $XXX to $200" @AkinatorAssets on X 2025-07-24 11:48:25 UTC XXX followers, XXX engagements
"5 Bull Case Summary 🐂 🚀 Record Q2 performance 📈 Raised 2025 guidance 🏭 $42B global fab expansion 🔬 2nm production in H2 🤖 High-margin AI chip demand 🌍 Risk diversification via geographic expansion $TSM is executing flawlessly at a time when AI needs them more than ever" @AkinatorAssets on X 2025-07-17 15:19:16 UTC XXX followers, XX engagements
"It sure seems like OpenAI is either having trouble with funds investor relations or infrastructure strategy and likely all X and more current and former partners like $MSFT Elon and banks seem to have different perspectives quite often w/ the talent and gpu war it takes a leader with the will power/vision and a company with deep pockets that can write blank checks to compete on the timeline/scale were looking at $TSLA $AMZN $GOOGL $MSFT $NVDA $AMD $META" @AkinatorAssets on X 2025-07-23 04:01:14 UTC XXX followers, XX engagements
"@DividendDude_X +1 ai agents will drive an exponential growth in token consumption for models like chatgpt which is a highly bullish tailwind for $NVDA and $AMD (inference explosion 💥) We envision holding both for the next decade and beyond" @AkinatorAssets on X 2025-07-21 04:29:29 UTC XXX followers, XXX engagements
"@MMMTwealth Its not fair to compare $UNH to $META in 2022 given $META growth rates $UNH is attractive from a risk to reward standpoint and were holding a sizable position but its not going to 7x in 2-3 years like $META did We do like $UNH and the rest of healthcare right now 🏥" @AkinatorAssets on X 2025-07-23 14:00:46 UTC XXX followers, 1496 engagements
"🐂 Bull Case 1.Strong AI Acceleration Growth $AMDs data center segment has experienced explosive growth with a XX% year-over-year increase primarily driven by MI300 AI accelerator sales. According to search results AMD reported strong first quarter 2025 financial results with revenue reaching $XXX billion up XX% year-over-year and adjusted earnings per share of $XXXX exceeding analysts expectations of $XXXX driven by significant growth in its data center segment and expanding AI momentum. This demonstrates $AMDs successful execution in the high-growth AI chip market. Share Gains in Data" @AkinatorAssets on X 2025-07-21 12:45:28 UTC XXX followers, XX engagements
"@MajorOcelot45 @The_AI_Investor Price performance for $AMD might be best in class ➡ We shall see as the need to lower inference costs increases We are also highly intrigued by the investments hyperscalers are making into AI compute (TPUs inferentia tranium etc.)" @AkinatorAssets on X 2025-07-21 16:22:48 UTC XXX followers, XX engagements
"@StockMKTNewz So 🐂ish for inference providers like: 1) $NVDA 2) $AMD 3) $AMZN Inferentia 4) $GOOGL TPU There will be a day when LLMs receive over a trillion requests per day once ai agents robotics and more hit production" @AkinatorAssets on X 2025-07-21 17:48:20 UTC XXX followers, XXX engagements
"$GOOGL and $META are the most attractive Mag7 stocks rn so we would be happy to buy the an earnings dip on $GOOGL 🍯 the market is starting to re-rate $GOOGL based on their Gemini story and the potential for integration across all services $GOOGL RSI is HIGH rn heading into earnings" @AkinatorAssets on X 2025-07-22 03:44:54 UTC XXX followers, XXX engagements
"5/5 📈 $GLXY Strategic Positioning & Long-Term Outlook Galaxy is positioning itself as a second-tier giant not as big as Coinbase but leaner and possibly undervalued. 🔸 Market Cap: $12.7B vs Coinbases $70B+ 🔸 Trades at 5x earnings vs COINs 45.5x 🔸 Not chasing retail; laser focused on institutions 🔸 Expanding into AI infrastructure/data centers per Jefferies (2025) 🔸 Regulatory clarity and crypto ETF adoption = huge catalysts ✅ Potential value play with serious long-term upside ✅ Must monitor profitability regulatory outcomes and scaling ability $COIN $GLXY" @AkinatorAssets on X 2025-07-24 18:44:34 UTC XXX followers, XXX engagements
"3/5 🐻 $GLXY Bear Case: Big Risks Big Swings For all the hype $GLXY has some serious red flags. ❌ $295M Q1 Loss This isnt just a bear market story they lost big even during a favorable cycle. ❌ Valuation is Absurd P/E of XXXX and forward P/E of XXXXX = very high bar to justify. ❌ Volatility Extreme Beta of XXXX = 4x more volatile than the market. $GLXY reacts heavily to crypto swings. ❌ Regulation Still Unsettled One shift in U.S. or international policy could turn tailwinds into headwinds fast. ❌ Heavy Competition Coinbase Fidelity Grayscale and BitGo are all expanding; some with much bigger" @AkinatorAssets on X 2025-07-24 18:44:33 UTC XXX followers, XXX engagements
"@DividendDude_X 1) $OSCR 2) $HIMS 3) $UNH" @AkinatorAssets on X 2025-07-20 16:39:57 UTC XXX followers, XXX engagements
"@danielnewmanUV +1 were adding to our $HIMS position on Monday🎯 When the market is at ATH you really want positions setup for continued growth $HIMS is primed to keep winning with their expansion plans new product development and elite leadership team" @AkinatorAssets on X 2025-07-20 12:39:31 UTC XXX followers, XXX engagements
"📊 5/6 - Executive Summary: The $BIDU Setup in 2025 $BIDU is Chinas original tech leader - now reinventing itself for the AI age. Core: Still dominates Chinas search market Pivot: Investing heavily in AI cloud and autonomous driving Validation: Uber partnership shows commercialization is happening Result: Q1 beat strong revenue growth and expanding AI offerings 📉 Yet the stock trades like it's dying not innovating. Why Risk averse investors pricing in regulatory headwinds Heavy discount for China exposure Ad revenue drag masking AI progress 💰 For value investors who can stomach volatility" @AkinatorAssets on X 2025-07-23 17:41:42 UTC XXX followers, XXX engagements
"@StockMKTNewz @FINVIZ_com Whats that green sector in the middle/bottom 👀🏥 $UNH $OSCR $HIMS" @AkinatorAssets on X 2025-07-22 20:27:42 UTC XXX followers, XXX engagements
"@iamtomnash You should not be investing in $TSLA for the cars You invest for the ecosystem across xai av Optimus etc. War time Elon on earnings tomorrow will hopefully encourage investors to allow $TSLA to continue to command its valuation/multiple with worsening fundamentals" @AkinatorAssets on X 2025-07-23 04:13:15 UTC XXX followers, XXX engagements
"🚨 $GLXY just IPO'd on NASDAQ in May of 2025. But with a $295M Q1 loss and a 580x forward P/E is it visionary or overvalued Galaxy Digital is a crypto powerhouse with Wall Street roots and institutional ambitions. Lets unpack the bull case bear case moat and long-term potential 👇" @AkinatorAssets on X 2025-07-24 18:44:31 UTC XXX followers, XXX engagements
"6 But Not Without Risks 🐻 $TSM 🌏 Geopolitical tension with China over Taiwan remains a real existential risk US-China trade issues + tariffs may strain operations 🏗 Global expansion brings higher costs (US/Europe fab overheads) 💱 Stronger currency may hurt USD-reported earnings 🔗 Supply chain remains fragile despite diversification" @AkinatorAssets on X 2025-07-17 15:19:17 UTC XXX followers, XX engagements
"TRADE DEALS SIGNED WITH JAPAN PHILIPPINES INDONESIA Japan : XX% tariffs + investing $550B into the US Philippines : XX% tariffs Indonesia : XX% tariffs + 🏴 + + gulf states deals w/ + seeming to be on the horizon Can deals get done too" @AkinatorAssets on X 2025-07-23 02:50:32 UTC XXX followers, XXX engagements
"Not too long ago people were calling for Sundar Pichais head as the CEO of $GOOGL ⚔ ChatGPT was the leader and Gemini had a PR fiasco upon launch causing critics to question the companys AI strategy and leadership 📉 Ever since Google I/O $GOOGL has been on a tear and Gemini has taken the throne as the 🌎s leading model by most leaderboards What a difference a year can make for Sundar and $GOOGL" @AkinatorAssets on X 2025-07-22 04:02:35 UTC XXX followers, XXX engagements
"@TheLongInvest On target as per usual 🎯 $SOFI sentiment is still catching up They beat on everything: ✅ Net revenue up XX% ✅ GAAP net income positive ✅ Raised full-year guidance again" @AkinatorAssets on X 2025-07-21 13:01:58 UTC XXX followers, XXX engagements
"@gurgavin Our key takeaways from the $GOOGL earnings call and why the stock flipped green ✅" @AkinatorAssets on X 2025-07-23 21:09:14 UTC XXX followers, XXX engagements
"5/9 🏰 COMPETITIVE MOAT $NIO Defensive: 🔋 Battery Swap Tech switching costs + ecosystem lock-in 🤝 CATL + Chery partnerships 💎 Premium brand loyalty Offensive: Europe expansion (7 new markets in 2526) 🔌 Grid-balancing services via BaaS 🛻 Full vehicle lineup + tech stack $NIOs moat is real but its durability depends on execution" @AkinatorAssets on X 2025-07-18 16:25:55 UTC XXX followers, XXX engagements
"5/9 🧱 Moat & Differentiation $CLSK $CLSKs moat lies in: XX% clean energy use Consistent hashrate growth Smart acquisitions (GRIID added 400+ MW) Georgia-based synergies Few miners match this mix of efficiency + ESG appeal. But staying ahead depends on continued capex and innovation" @AkinatorAssets on X 2025-07-21 16:38:16 UTC XXX followers, XX engagements
"9/9 📊 Final Take $CLSK $CLSK is a standout among Bitcoin miners: fast-growing clean-energy aligned and increasingly efficient. But it's not for the faint of heart. For high-conviction $BTC bulls $CLSK offers leveraged upside -just know it comes with leveraged risk. 🔁 Like or RT if you learned something ❤ 💬 Drop questions or tickers for the next thread" @AkinatorAssets on X 2025-07-21 16:38:17 UTC XXX followers, XXX engagements
"The $AMZN stake in @AnthropicAI will expand cloud revenue and position AWS as a leader in AI: 1) Two LLM bets: Claude + Nova 2) In-house chips (Tranium Inferentia) + $NVDA/$AMD support 3) Best-in-class infra via AWS 4) Deep robotics + agentic AI advantage 5) Claude = strong rival to $GOOG Gemini $MSFT OpenAI" @AkinatorAssets on X 2025-07-18 14:58:23 UTC XXX followers, XXX engagements
"Why the LLM race is just getting started & why $SMH is the real winner 🚀 X. Grok is now in the lead outperforming Claude Gemini and ChatGPT in benchmarks and reasoning. But how long until the next model outperforms X. Claude Gemini and ChatGPT have all worn the crown recently and you can bet theyre gunning for it 👑 X. $MSFT $META $AMZN and xAI arent playing for 2nd place theyre building full-stack AI moats 🏰 X. Expect rapid consolidation: startups will be acquired just like how theres a lot of buzz around $AAPL acquiring @perplexity_ai 💰 X. The pace will keep accelerating: what looks like" @AkinatorAssets on X 2025-07-10 16:43:34 UTC XXX followers, XXX engagements
"1/10 📡 INVESTMENT THESIS $ASTS $ASTS is pioneering space-based broadband delivering 4G/5G speeds directly to unmodified smartphones. Backed by AT&T Verizon Vodafone & Google it's launched X commercial satellites and plans new launches every XX months in 2025. 🔺 +312.92% in XX months 📈 Still pre-profit but early revenue is now flowing. High risk. Huge TAM. Binary outcome potential" @AkinatorAssets on X 2025-07-17 16:13:18 UTC XXX followers, XXX engagements
"2/9 🤖 TECH + STRATEGY EDGE $NIO $NIOs biggest differentiator Battery Swap Tech. With 2400+ global stations and plans to hit 1000 more outside China by 2025 its solving range anxiety in a unique way. The Banyan 3.1.0 autonomous driving system also offers full-stack innovation while the ONVO brand extends $NIOs reach beyond premium buyers" @AkinatorAssets on X 2025-07-18 16:25:54 UTC XXX followers, XXX engagements
"Key call outs from the $GOOGL earnings call ☎ 1) Search isnt going anywhere & is growing 🔎 2) GCP is expanding rapidly due to Gemini ♊ 3) Geminis token usage is through the roof 📈 4) YouTube continues to dominate 📺 5) AI is being integrated across services 🧠 6) Waymo offers an exciting growth opportunity 🚗" @AkinatorAssets on X 2025-07-23 21:03:52 UTC XXX followers, XXX engagements
"6/9 📈 Market Position $CLSK $CLSK is a top-tier U.S. Bitcoin miner with a $3.7B market cap. It trails $MARA and $RIOT in output but leads in: Clean energy focus Operational agility Strategic M&A Its ESG positioning could become more valuable as mining scrutiny intensifies" @AkinatorAssets on X 2025-07-21 16:38:16 UTC XXX followers, XXX engagements
"In this weeks edition of the LLM wars the poaching continues this time with $META snagging $GOOGL researchers Zuck is clearly on a quest to catch em all but $AMZN $GOOGL and others will do their winning too This seems like an unsustainable bidding war for AI researchers but game theory suggests you have to have them on your team" @AkinatorAssets on X 2025-07-22 20:14:39 UTC XXX followers, XXX engagements
"@StockMKTNewz 1a. Gemini 1b. Claude 1c. ChatGPT Ultimate winner: $AMD $NVDA $AMZN and those providing AI infrastructure support for model training and inference" @AkinatorAssets on X 2025-07-16 18:40:18 UTC XXX followers, XXX engagements
"When vibe coding goes wrong 😅 what an absolute nightmare for anyone with a dev background @ns123abc @The_AI_Investor" @AkinatorAssets on X 2025-07-21 20:16:04 UTC XXX followers, XXX engagements
"📊 EXECUTIVE SUMMARY Rocket Lab ($RKLB) has cemented itself as a leading player in the commercial space race. With major government contracts XX% YoY revenue growth and Neutron rocket development underway the company is hitting escape velocity but challenges remain. Heres what investors need to know:" @AkinatorAssets on X 2025-07-18 12:12:08 UTC XXX followers, XX engagements
"🚨 $GOOG reported Q2 earnings yesterday after the bell and the stock popped post-earnings. Google Cloud crushed expectations 📈 Margins held strong 💪 CapEx spiked for AI investments 🧠 Regulators still circling ⚖ Heres the full deep dive on Alphabets Q2 2025 earnings 👇 (TLDR at the bottom) 📊 Executive Summary Alphabet Inc. continues to demonstrate robust financial performance in 2025 with Q2 revenues increasing XX% year-over-year to $XXXX billion driven by double-digit growth across its core business segments. The companys cloud division has emerged as a standout performer with Google" @AkinatorAssets on X 2025-07-24 14:37:08 UTC XXX followers, XXX engagements
"@alc2022 Bertolini at $OSCR is an elite operator with an elite track record in health insurance 1) high revenue growth 2) improving margins 3) good leadership team 4) plans for expansion 5) ability to execute" @AkinatorAssets on X 2025-07-22 11:49:45 UTC XXX followers, 1840 engagements
"1/9 🚀 Investment Thesis $CLSK $CLSK offers a high-risk high-reward play on Bitcoin mining. With XX EH/s hashrate a rapidly growing treasury and smart execution its one of the most operationally sound miners. But persistent negative margins high leverage and $BTC price dependency mean sizing and timing are critical" @AkinatorAssets on X 2025-07-21 16:38:14 UTC XXX followers, XXX engagements
"@StockMKTNewz Andddd $GOOGL has more growth levers than any other Big Tech player Search Cloud YouTube Android AI Infrastructure Subscriptions Productivity tools Ads Maps Devices" @AkinatorAssets on X 2025-07-24 15:21:28 UTC XXX followers, XXX engagements
"3/9 💰 Financial Snapshot $CLSK Q1 FY2025: Revenue: $162.3M (+120% YoY) Net Income: $241.7M EPS: $XXXX But profit margins still sit at -XXXX% and debt-to-equity is XXXX% - strong top-line growth but profitability is a work in progress" @AkinatorAssets on X 2025-07-21 16:38:15 UTC XXX followers, XX engagements
"🧠 Analytical Reasoning From an investment analyst perspective $AMD represents one of the most intriguing semiconductor plays in the current market environment. The company has successfully transformed from a distant second-tier CPU manufacturer into a formidable competitor across multiple high-growth semiconductor segments. What makes $AMD particularly compelling in 2025 is its execution in the AI accelerator space where it has managed to establish itself as the primary alternative to NVIDIA. The Q1 2025 results with XX% year-over-year revenue growth and XX% data center segment growth" @AkinatorAssets on X 2025-07-21 12:45:32 UTC XXX followers, XXX engagements
"Valuation metrics simply will never work on $TSLA so thats why were even split on how to treat it You simply cant make the revenue and profit projections work to justify the investment from a fundamental perspective and the market is placing a significant premium on Robotaxi and Optimus today Given the removal of tax rebates for EVs and other green energy solutions we expect $TSLA numbers to worsen leading to a buy the dip opportunity We still would never bet against Elon" @AkinatorAssets on X 2025-07-24 03:07:20 UTC XXX followers, 1949 engagements
"@TheLongInvest Not our biggest add this morning but were excited for what $OSCR will do for our portfolio 🚀 5-10x gain over the next few years" @AkinatorAssets on X 2025-07-21 13:57:45 UTC XXX followers, 7650 engagements
"@amitisinvesting $GOOGL should be a staple of any long term tech or ai focused portfolio 💼 Over X key businesses (services Android GCP YouTube search etc.) with its tentacles in so many growth areas" @AkinatorAssets on X 2025-07-24 02:51:59 UTC XXX followers, XXX engagements
"@ns123abc The need for $NVDA $AMD $GOOGL $AMZN AI chips is only increasing with the following on the horizon 🌅🚀 1) AI Agents 2) Robotics 3) LLM Wars 4) Data Growth 5) AI Devices" @AkinatorAssets on X 2025-07-19 11:40:12 UTC XXX followers, XXX engagements
"🧵 $TSM Deep Dive Taiwan Semi Just Crushed Q2 Taiwan Semiconductor just reported Q2 earnings and they werent just good they were record-breaking. Profits surged XX% guidance was raised and management is going all-in on AI with a $42B expansion plan. Lets dive into why $TSM is one of the most important company on Earth 👇 #AkinatorAssets" @AkinatorAssets on X 2025-07-17 15:19:12 UTC XXX followers, XXX engagements
"🐻 Bear Case 1.Persistent NVIDIA Dominance Despite $AMDs progress NVIDIA maintains a commanding lead in the AI chip market. Search results indicate an ongoing NVIDIA vs AMD AI chip race where NVIDIA still holds significant advantages in software ecosystem developer adoption and overall market share. This entrenched position makes it challenging for $AMD to achieve leadership status in the highest-growth segment of the semiconductor market. 2.Elevated Valuation Metrics $AMDs current P/E ratio of XXXXXX is significantly higher than historical averages suggesting potential overvaluation. Even" @AkinatorAssets on X 2025-07-21 12:45:30 UTC XXX followers, XXX engagements
"Could not agree more ➡ 2025 investors will be pleased with their $GOOGL investment for years to come Heres our updated investment summary after yesterdays report: 📊 Executive Summary Alphabet Inc. continues to demonstrate robust financial performance in 2025 with Q2 revenues increasing XX% year-over-year to $XXXX billion driven by double-digit growth across its core business segments. The companys cloud division has emerged as a standout performer with Google Cloud revenue surging XX% to $XXXXX billion significantly exceeding analyst expectations of XX% growth. Despite these strong" @AkinatorAssets on X 2025-07-24 18:06:04 UTC XXX followers, XXX engagements
"2/5 🐂 $GLXY Bull Case: Why This Could Be Huge $GLXY is building the Wall Street of Web3 and theyre early. Now listed in the U.S. with greater liquidity and institutional visibility. Favorable Regulation Galaxy cites a categorical positive shift in U.S. policy. Trump is dubbed the Crypto President - potential compliance tailwind. Institutional Growth Engine Serving 15+ institutions who raised $4B+ to allocate to crypto. Analyst Backing Piper Sandler calls $GLXY their top pick for 2025 with XX% upside potential. Diversified Business Model From asset management to investment banking and mining" @AkinatorAssets on X 2025-07-24 18:44:32 UTC XXX followers, XXX engagements
"@buccocapital Yet another reason to be long $GOOGL plus Gemini Cloud Waymo TPUs Search YoutubeTV Services Android and more" @AkinatorAssets on X 2025-07-19 17:39:13 UTC XXX followers, 1642 engagements
"$HIMS was likely a part of this weeks short squeeze plays yesterday as well as benefiting from the potential beginning of a sector rotation back into healthcare 🏥 @TheLongInvest @NighthawkTradez @MitchMartan98" @AkinatorAssets on X 2025-07-24 11:54:00 UTC XXX followers, 1831 engagements
"3/9 🐂 BULL CASE $NIO ✅ 42094 Q1 deliveries up XXXX% YoY ✅ 2400+ battery swap stations globally ✅ Cutting-edge ADAS via Banyan 3.1.0 ✅ Strategic partnerships (Chery CATL) building out the swap ecosystem ✅ Multi-brand strategy via ONVO boosts market coverage $NIO is innovating fast and thats bullish" @AkinatorAssets on X 2025-07-18 16:25:54 UTC XXX followers, XXX engagements
"6/9 ⚔ COMPETITIVE LANDSCAPE $NIO Tesla stronger global brand + Supercharger dominance BYD 800k export target in 2025 cost leader via vertical integration XPeng tech-savvy & price competitive Li Auto extended-range models eat into SUV market BMW/Mercedes/Audi electrifying the luxury playbook $NIO must scale while preserving its tech edge and premium feel. $TSLA $BYDDY $XPEV $LI $BMWKY $MBGYY" @AkinatorAssets on X 2025-07-18 16:25:55 UTC XXX followers, XXX engagements
"Top Players in the Autonomous Vehicles Industry ( vs vs 🌏vs ) 1) $TSLA 2) $GOOGL Waymo 3) $GM Cruise 4) $AMZN Zoox 1) Baidu Apollo 2) 3) AutoX 1) Mobileye 2) Toyota / Honda 3) BMW / Mercedes" @AkinatorAssets on X 2025-07-20 23:45:29 UTC XXX followers, XXX engagements
"1 Overview: The Worlds Foundry TSMC $TSM is the backbone of modern tech. It manufactures XX% of the worlds most advanced chips powering everything from iPhones to AI clusters. In Q2 2025 it posted: XX% profit growth XXXX% YoY revenue growth GrossProfit margins near XX% And theyre just getting started" @AkinatorAssets on X 2025-07-17 15:19:13 UTC XXX followers, XX engagements
"7 Tech Stocks Where The Rewards Outweigh The Risks ⚖💸 1) $GOOGL: leader in AI search tech 2) $META: leader in social founder-led 3) $MU: leader in memory chips for AI 4) $ASML: one of the deepest moats 5) $OSCR: tech plus health insurance 6) $HIMS: revolutionizing DTC medicine 7) $AMZN: leader in tech & e-commerce" @AkinatorAssets on X 2025-07-19 11:35:21 UTC XXX followers, XXX engagements
"@Beth_Kindig AI race isnt stopping anytime soon 🏎🏁 $GOOGL earnings is bullish for $NVDA $TSM $SMH" @AkinatorAssets on X 2025-07-23 20:25:48 UTC XXX followers, XXX engagements
"The fun is just getting started 🎉 our agentic ai stock analyzer likes $AMD 📊 Executive Summary Advanced Micro Devices $AMD has established itself as a formidable competitor in the high-performance computing and AI semiconductor market with significant momentum in 2025. The company has demonstrated remarkable growth in its data center segment driven primarily by strong demand for its MI300 AI accelerators. According to recent financial results $AMD achieved XX% year-over-year revenue growth in Q1 2025 reaching $XXX billion with particularly impressive XX% growth in its data center segment." @AkinatorAssets on X 2025-07-22 13:50:05 UTC XXX followers, 1838 engagements
"@TheLongInvest Were still early 🕰 the next 🌊 of AI demand will be driven by: 1) Autonomous agents 2) Intelligent machines 3) Edge-deployed LLMs $AMD is quietly building the toolkit for this future by offering smart performance at the right price Strap in 🚀" @AkinatorAssets on X 2025-07-18 15:17:28 UTC XXX followers, 3815 engagements
"📈 $AMD is on a tear in 2025. The stock is ripping off explosive Q1 numbers: +36% revenue growth +57% in Data Center Growing AI momentum One of the best-positioned names in the semiconductor race. Heres the full deep dive on $AMD 🧵 #AI #TechStocks #Semiconductors 📊 Executive Summary Advanced Micro Devices $AMD has established itself as a formidable competitor in the high-performance computing and AI semiconductor market with significant momentum in 2025. The company has demonstrated remarkable growth in its data center segment driven primarily by strong demand for its MI300 AI accelerators." @AkinatorAssets on X 2025-07-21 12:45:26 UTC XXX followers, XXX engagements
"One of the best investments of all time that positioned $GOOGL as a thought leader in AI for years to come $GOOGL may be known for killing acquisitions but a few key ones continue to fuel its growth (ex. YouTube) Heres a snippet from our updated investment thesis after yesterdays earnings call: Analytical Reasoning 🤔 Alphabets financial performance in Q2 2025 demonstrates the companys continued ability to execute across multiple business segments despite an increasingly complex competitive and regulatory environment. The XX% growth in cloud revenue is particularly noteworthy as it" @AkinatorAssets on X 2025-07-24 16:05:25 UTC XXX followers, XXX engagements
"Were with you Jeremy 🔥 🐂 Bull Case 1.Exceptional Cloud Performance: Google Cloud has demonstrated remarkable growth with revenue increasing XX% year-over-year to $XXXXX billion in Q2 2025 significantly outpacing analyst expectations of 27%. According to Forbes The company reported $XXXX billion in revenue from its Google Cloud business a year-over-year increase of XX% well above expectations of up to XX% growth. 2.Strong Core Business Momentum: Alphabets Q2 2025 earnings reveal robust performance across all major business segments. According to the earnings release Google Search & other" @AkinatorAssets on X 2025-07-24 15:15:05 UTC XXX followers, XX engagements
"4/9 🏦 Bitcoin Treasury Strategy $CLSK $CLSK holds 12502 BTC nearly double YoY. In June 2025 alone it mined XXX BTC and sold XXX at $105.8K avg price - smart treasury management that adds balance sheet flexibility and upside exposure to Bitcoin. $BTC" @AkinatorAssets on X 2025-07-21 16:38:15 UTC XXX followers, XX engagements
"7/9 🐂 Bull Case $CLSK Industry-first to XX EH/s scale $BTC treasury growth supports long-term upside GRIID acquisition fuels multi-year expansion Strong execution through the 2024 halving Strategic $BTC sales at premium prices show savvy capital deployment" @AkinatorAssets on X 2025-07-21 16:38:16 UTC XXX followers, XX engagements
"Gemini is fueling all parts of $GOOGL by helping grow search and cloud revenue Other core parts of the business like services and YouTube continue to operate at a high level We feel as if we dont own enough $GOOGL after yesterdays earnings call Fundamentals suggest that youre likely to double your money and more by 2030 One thing to keep an eye out on is improving profit margins driven by cloud growth which is a high margin business Ignore the increase in capex as thats the cost of doing business when competing in AI" @AkinatorAssets on X 2025-07-24 11:39:13 UTC XXX followers, XXX engagements
"1/5 📊 $GLXY Investment Thesis: Risk Meets Opportunity Galaxy Digital $GLXY gives investors diversified exposure to crypto markets through public equity. 🔹 Just IPO'd to NASDAQ in May 2025 big milestone for legitimacy 🔹 Operates across trading custody asset mgmt mining & more 🔹 Caters primarily to institutional clients 🔹 Pro-crypto regulatory tailwinds (Trump admin) support long-term growth 🔹 Market cap: $12.67B but Q1 2025 net loss of $295M raises concerns 🔹 Trades at a forward P/E of XXXXX expectations are sky high ✅ Best suited for high-risk long-horizon investors bullish on crypto" @AkinatorAssets on X 2025-07-24 18:44:32 UTC XXX followers, XXX engagements
"@gurgavin $GOOGL has so much opportunity ahead across cloud ai infrastructure search services android Waymo and more 🤤" @AkinatorAssets on X 2025-07-21 18:28:28 UTC XXX followers, XXX engagements
"🔥 CleanSpark - $CLSK just became the first Bitcoin miner to hit XX EH/s and its doing it with XX% clean energy. With explosive growth a booming $BTC treasury and sharp execution is CleanSpark the best levered bet on Bitcoin Lets break it down 🧵👇" @AkinatorAssets on X 2025-07-21 16:38:13 UTC XXX followers, XXX engagements
"4/9 🐻 BEAR CASE $NIO ⚠ -XXXX% profit margin ⚠ Stock down XX% YTD ⚠ Intense EV price war in China vs BYD Tesla and now Xiaomi ⚠ Negative forward P/E (-5.21) P/B (-25.31) and massive debt load ⚠ Falling market share despite delivery growth Without margin improvement $NIO remains a speculative bet" @AkinatorAssets on X 2025-07-18 16:25:54 UTC XXX followers, XXX engagements
"@StockSavvyShay in the short and long term will be the second biggest purchaser of advanced AI chips behind big tech companies in 🐂ish for $NVDA $AMD $TSM $SMH" @AkinatorAssets on X 2025-07-23 13:37:09 UTC XXX followers, XXX engagements
"8/9 🐻 Bear Case $CLSK Still operating at a loss with -XX% margins High debt levels (34.2% D/E) add risk Price down XX% YoY despite growth Volatile beta (4.24) = rollercoaster for holders Dependent on $BTC prices + susceptible to regulatory or energy cost shocks" @AkinatorAssets on X 2025-07-21 16:38:17 UTC XXX followers, XXX engagements
"5. 🏰 MOAT ANALYSIS $ASML $ASML has one of the widest moats in tech: Sole provider of EUV tools 90%+ market share Massive IP fortress High switching costs Deep partnerships with Intel TSMC Samsung R&D flywheel unmatched by any peer This isn't just dominanceit's infrastructure" @AkinatorAssets on X 2025-07-16 17:59:08 UTC XXX followers, XXX engagements
"2/9 🧠 Operational Strength $CLSK $CLSK became the first miner to reach XX EH/s through fully self-operated infrastructure. Thats a massive scale advantage. Its also improved fleet efficiency to XXXXX J/Th and expanded power capacity to nearly X GW showing clear dominance in post-halving survival" @AkinatorAssets on X 2025-07-21 16:38:14 UTC XXX followers, XX engagements
"$GOOGL cloud could help drive increased profit margins for $GOOGL overall given the high margin business that it is. A snippet on cloud from our bull case on $GOOGL 🐂 X. Exceptional Cloud Performance: Google Cloud has demonstrated remarkable growth with revenue increasing XX% year-over-year to $XXXXX billion in Q2 2025 significantly outpacing analyst expectations of 27%. According to Forbes The company reported $XXXX billion in revenue from its Google Cloud business a year-over-year increase of XX% well above expectations of up to XX% growth" @AkinatorAssets on X 2025-07-24 15:05:21 UTC XXX followers, XX engagements
"6. 📈 MARKET POSITIONING $ASML $ASML is the bottleneck for advanced chips. $313B market cap Only supplier for sub-7nm nodes Key enabler of AI HPC cloud chips High-NA EUV systems shipping to Intel Samsung Global fabs can't scale without $ASML This is the "picks and shovels" play for semis" @AkinatorAssets on X 2025-07-16 17:59:09 UTC XXX followers, XX engagements
"@stats_feed It pays to be early in innovative technologies and companies $HIMS $HOOD $ASTS" @AkinatorAssets on X 2025-07-23 04:23:22 UTC XXX followers, 1812 engagements
"Diamond hands with $AMD and buying up any dips 💎🚀 a bullish signal most investors forget is that $AMZN invested in $AMD earlier this year Here is our bull case: 🐂 Bull Case X. Strong AI Acceleration Growth $AMDs data center segment has experienced explosive growth with a XX% year-over-year increase primarily driven by MI300 AI accelerator sales. According to search results AMD reported strong first quarter 2025 financial results with revenue reaching $XXX billion up XX% year-over-year and adjusted earnings per share of $XXXX exceeding analysts expectations of $XXXX driven by significant" @AkinatorAssets on X 2025-07-22 15:22:12 UTC XXX followers, 1138 engagements
"8/⚔ Competitive Landscape $ACHR How $ACHR stacks up: 🏁 Top rivals: $JOBY longer range more advanced FAA status $LILM jet-powered EU play $EVEX Embraer-backed $EVTL strong UK airline orders $ACHRs edge: Urban focus + first-mover UAE entry + UAL partnership" @AkinatorAssets on X 2025-07-14 17:40:04 UTC XXX followers, XXX engagements
"@StockMKTNewz @fiscal_ai $GOOGL YouTube ad revenue rivals $NFLX TOTAL revenue 🤯 Given the transitive property thats $500B in market cap for $GOOGL" @AkinatorAssets on X 2025-07-24 12:08:32 UTC XXX followers, XXX engagements
"9/9 🧠 FINAL TAKE $NIO At $XXXX $NIO trades far below its 52-week highs a potential value trap or a long-term 10x If you believe in battery swap autonomous tech and China's premium EV shift $NIO could be worth a small speculative allocation. But be warned: the risks are as electric as the rewards ⚡" @AkinatorAssets on X 2025-07-18 16:25:56 UTC XXX followers, XXX engagements
"@Beth_Kindig Given the trajectory Anthropic is on a $100B+ valuation is not out of this world 🌎 $3B+ in revenue growing fast positioned as the premier LLM on $AMZN AWS ➡ lots of reasons to be excited" @AkinatorAssets on X 2025-07-22 21:28:43 UTC XXX followers, XXX engagements
"We love what $PEP is doing from a strategic perspective too Focusing on improving healthy options for consumers in 2025 makes a lot of sense given cultural shifts Recent acquisitions such as Siete and Poppi along with the introduction of their own prebiotic cola is creating a compelling story for investors" @AkinatorAssets on X 2025-07-24 14:31:50 UTC XXX followers, XXX engagements
"Between $GOOG Waymo and $TSLA robotaxi we think $UBER has been left in the dust 🏎💨 We simply dont understand how $UBER and $LYFT will stay relevant as Waymo/ $TSLA corner the market and steal market share away from $UBER Between first movers advantage for AVs and the data $TSLA and Waymo are collecting we think $UBER is facing a tough uphill battle" @AkinatorAssets on X 2025-07-17 12:51:18 UTC XXX followers, 1765 engagements
"7. ⚔ COMPETITIVE LANDSCAPE $ASML Whos trying to catch $ASML 📉 Canon/Nikon: legacy DUV no EUV ⚙ Applied Materials: adjacent process steps China: racing to replicate still 5+ years behind 🧪 Lam Research: complements not competes Verdict: No real EUV rival. $ASML plays in its own league" @AkinatorAssets on X 2025-07-16 17:59:09 UTC XXX followers, XXX engagements