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@CMDarnton Christian Darnton
Christian Darnton posts on X about $amd, pltr, $pltr, hims the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXXXX +280%
- X Month XXXXXXXXX +2,371,765%
Mentions: XXX #
- X Week XXX +44%
- X Month XXX +8,850%
Followers: XXXXX #
- X Week XXXXX +139%
- X Month XXXXX +15,112%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #3420 technology brands XXXXX% finance X% social networks XXXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence $amd #5, pltr #11, $pltr #12, hims 12.35%, inference #18, $hims 8.64%, 100x #67, palantir #25, nvda #19, $nvda #66
Top accounts mentioned or mentioned by @nikoliasgoninus @joey64444172 @alc2022 @bullsvsbearman @amd_bull @zeff_pena @randystockss @bngcapital @davidnoam16 @joeytphilly @stocks_fan101 @theodorusatheos @mattstert3 @davidyordan777 @swordsmith @k_lliw @mgeuia @randycode @therealbirnbaum @christianmdarnton
Top assets mentioned Advanced Micro Devices (AMD) Palantir (PLTR) Hims & Hers Health, Inc. (HIMS) NVIDIA Corp. (NVDA) Spotify Technology (SPOT) Snap, Inc. (SNAP) Microsoft Corp. (MSFT) Hundred Million (100M) Grand Base (GB) Apple, Inc. (AAPL) Amazon.com, Inc. (AMZN) TokenFi (TOKEN)
Top Social Posts #
Top posts by engagements in the last XX hours
"Palantirs Foundry platform isnt hype (it's already happening). Its a new way of thinking: Cities simulated in software Supply chains rerouted in real time Energy grids military ops logistics all run on ontology-driven AI This is Layer X of the compute stack"
@CMDarnton on X 2025-07-18 15:37:55 UTC 5150 followers, XXX engagements
"AMD mirrors $PLTRs culture almost perfectly ✅ Flat hierarchy ✅ Direct info flow ✅ Continuous feedback loops ✅ Obsession with talent ✅ Underdog mentality ✅ Long-term vision ✅ Relentless iteration These aren't buzzwords. These are edge" @CMDarnton on X 2025-07-17 16:29:15 UTC 5097 followers, 6524 engagements
"7.Then OpenAI Followed In June 2025 OpenAI committed to deploying AMDs MI350and co-developing MI450 silicon. This is CUDA erosion in real time. Its not theoretical anymore" @CMDarnton on X 2025-07-22 15:28:06 UTC 5210 followers, 1055 engagements
"To compute reality you need X foundational stacks: Layer 1: Patterned Reality Layer 2: Silicon (Data Capture) Layer 3: Ontology (Cognition + Simulation) $AMD owns Layer X. $PLTR owns Layer X. Let me show you how it works" @CMDarnton on X 2025-07-19 11:46:20 UTC 5108 followers, XXX engagements
"I bought $PLTR at $XXXX. Ive posted the receipts. Ive got 100+ podcasts videos Substack essays from 20212022 breaking it all down. This wasnt luck. It was conviction when institutions laughed. Now I believe $PLTR and $AMD could 100x. And yes Im deadly serious" @CMDarnton on X 2025-07-19 11:46:19 UTC 5124 followers, XXX engagements
"Metas latest LLaMA X inference runs on AMD not Nvidia. They reportedly ordered 170000 MI300X units. OpenAI is co-developing future silicon with AMD. This isnt theoretical. This is production" @CMDarnton on X 2025-07-20 12:56:10 UTC 5138 followers, XXX engagements
"Meta reportedly ordered 170000 MI300X units. (Source: Omdia) This isnt a test run. Its production deployment at scale a full-stack vote of confidence in AMDs architecture" @CMDarnton on X 2025-07-20 08:28:50 UTC 5137 followers, 4554 engagements
"You cant predict breakthroughs but culture births them Just like Palantir birthed AIP out of nowhere. AMD is running XXX internal pilots right now. Whats going to pop We dont know. Thats the point. Dont bet against the soup when its bubbling" @CMDarnton on X 2025-07-17 16:29:15 UTC 5100 followers, 6163 engagements
"$AMD doesnt need to beat $NVDA head-on though I believe it eventually will. And heres the truth most people miss: In exponential markets you dont need XX% share to win big. You just need a foothold. Because even a 1015% share of a market growing at 50%+ CAGR is worth hundreds of billions" @CMDarnton on X 2025-07-23 07:32:51 UTC 5210 followers, XX engagements
"Now lets zoom out. The future is computable. Every system defense medicine energy even human behavior follows patterns. And anything that follows rules. Can be modeled. Simulated. Optimized. This is the next industrial revolution" @CMDarnton on X 2025-07-19 14:53:02 UTC 5122 followers, XXX engagements
"Everyone looks for the next $AAPL or $AMZN. But the biggest winners dont look obvious in the moment. They look overvalued. They look too early. Theyre hated until theyre not. Ask anyone who ignored $PLTR at $6" @CMDarnton on X 2025-07-19 14:53:05 UTC 5117 followers, XXX engagements
"In a world where compute demand is effectively infinite The ability to deliver modular compute at marginal cost is a cheat code. Thats the chiplet advantage. Thats the AMD play" @CMDarnton on X 2025-07-23 07:32:48 UTC 5209 followers, XX engagements
"AMD will never catch NVIDIA. Heard it before. In 2014 AMD was nearly bankrupt. Intel owned the CPU market. Lisa Su doubled down on architecture. Fast-forward to today: AMD crushed Intel in x86. Now its doing the same in AI" @CMDarnton on X 2025-07-23 07:32:50 UTC 5210 followers, XX engagements
"Creator Economy: low-key promising. Creator usage is up 40%. Why Because Snap offers something different: intimacy. Its casual raw and real unlike Instagram which is more polished and performative. This could carve out a niche" @CMDarnton on X 2025-07-20 18:18:03 UTC 5158 followers, XXX engagements
"Lets break it down clearly 👇 To compute reality you need X verticals: Layer 1: Patterned Reality The physical world (factories cities bodies) runs on rules. Layer 2: Silicon Chips + sensors that capture those rules as data. Layer 3: Ontology Software that structures the data and makes it actionable. These X layers will be deployed everywhere in defense supply chains biotech logistics energy and more. Were not digitizing industries. Were rendering reality" @CMDarnton on X 2025-07-19 11:46:21 UTC 5122 followers, XXX engagements
"$HIMS is doing to medicine what Palantir did to defense. But theyre verticalizing the entire stack. Telehealth front-end Compounding infrastructure Subscription-based machine Theyre not selling drugs. Theyre rebuilding healthcare" @CMDarnton on X 2025-07-19 14:53:04 UTC 5137 followers, XXX engagements
"One of the greatest lessons I learned from investing in $PLTR at $XXXX. NEVER bet against a superior culture. Most investors only look at the numbers. But the biggest winners are hiding in the qualitative edge the culture the mission the talent. Heres what most never see 🧵" @CMDarnton on X 2025-07-19 21:01:21 UTC 5209 followers, 31.9K engagements
"Started with Survival In 2014 AMD was nearing collapse. Lisa Su had just taken over as CEO. With limited capital and an urgent need to rebuild AMD made a bold call: Forget everything else. Focus on CPUsand win" @CMDarnton on X 2025-07-22 15:28:02 UTC 5210 followers, 1735 engagements
"This is bigger than GPUs. Its about the economic substrate of civilization. Cities factories logistics battlefields all will be digitized. To digitize reality you need compute. And to scale compute you need chiplets. Thats AMD" @CMDarnton on X 2025-07-20 12:56:14 UTC 5154 followers, XXX engagements
"The AI accelerator market is projected to reach $XXX billion by 2028. If AMD captures just XX% it could generate $50B+ in annual data center revenue A 7x jump from today with +60% margins. Thats a multi-hundred-billion-dollar opportunity" @CMDarnton on X 2025-07-20 08:28:47 UTC 5209 followers, 9424 engagements
"This lets AMD serve every compute frontier: ✅ AI inference at the edge ✅Hyperscaler data centers ✅Gaming + graphics ✅ FPGAs & embedded compute ✅Semi-custom silicon And they can pivot at marginal cost. Thats the killer advantage" @CMDarnton on X 2025-07-23 07:32:48 UTC 5210 followers, XX engagements
"Here's the kicker: The next trillion-dollar companies wont be "tech" companies. Theyll be infrastructure. Not roads or oil. Computation. Insight. Personalized real-time action. Thats what $PLTR $AMD and $HIMS are architecting" @CMDarnton on X 2025-07-19 14:53:04 UTC 5117 followers, XXX engagements
"$HIMS is not a telehealth brand. Its building: a) Molecular health infrastructure b) A biological feedback loop from blood to behavior c) A vertically integrated engine with 100s of internalized micro-businesses This is a system not a storefront" @CMDarnton on X 2025-07-14 10:30:54 UTC 5137 followers, XXX engagements
"Nvidia is backlogged until 2026. Hyperscalers are desperate for alternatives. Meta Microsoft OpenAI Oracle all betting on AMD. X of top XX global AI companies now deploy MI300 systems" @CMDarnton on X 2025-07-20 12:56:13 UTC 5176 followers, XXX engagements
"NVIDIA dominates AI today. But AMD is building tomorrow. NVIDIA wins in: Current market share Short-term AI training AMD is set to win in: Inference (cheaper more scalable) Edge compute FPGAAs Long-term agility" @CMDarnton on X 2025-07-17 16:29:16 UTC 5097 followers, 6452 engagements
"FPGA = another advantage. Reconfigurable chips that adapt in real time. AMD owns this market (Xilinx). Nvidia cant even touch it. Perfect for edge devices: drones satellites defense. Again flexibility beats brute force" @CMDarnton on X 2025-07-20 12:56:14 UTC 5173 followers, XXX engagements
"13. Financials Are Already Reflecting the Shift Data center revenue: $14.1B in 2024 (49% of total) Q1 2025: $3.67B up XX% YoY AI revenue expected to grow 60%+ in 2025 Tens of billions forecasted by 2026 This is real momentum" @CMDarnton on X 2025-07-22 15:28:12 UTC 5210 followers, 1340 engagements
"Why $AMD Could 100X (From Here) a) Computation = Turning Chaos into Order. Everything we build - from houses to software - starts with the mind applying computation: taking raw inputs and structuring them into meaningful outcomes. b) The Mind is a Computational Engine. While not fully computational the mind clearly processes information makes decisions and creates order. Thats what makes order possible. c) Chips Are the Next Mind. Chips are a reflection of the human mind itself: we intake information process it through cognitive structures and produce meaningful output - decisions actions or" @CMDarnton on X 2025-07-15 18:45:20 UTC 5135 followers, 6122 engagements
"I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next. Wall Street thinks its just a DTC pill brand. Theyre dead wrong. I break down every bear case and show you the real story 👇" @CMDarnton on X 2025-07-14 10:30:54 UTC 5138 followers, 19.4K engagements
"I dont care about quarterly noise. I care about infrastructure. AMD and Palantir are not AI stocks. They are foundational layers of a computable economy. Just like steel and electricity defined the last revolution silicon and ontology will define this one" @CMDarnton on X 2025-07-19 11:46:26 UTC 5107 followers, XXX engagements
"The future of compute isnt just bigger. Its gradular. Its modular. Its composable. And AMD is the only player already building for that world. Im all in" @CMDarnton on X 2025-07-20 08:28:52 UTC 5137 followers, 4346 engagements
"And the software gap Shrinking fast. ROCm XXX supports: vLLM BitsAndBytes FP8 inference Advanced profiling Meta is running production inference on MI300X clusters today" @CMDarnton on X 2025-07-20 08:28:51 UTC 5137 followers, 4116 engagements
"Culture check: fail. Theres no sign of a team building for the long haul. No real vision. No emotional connection to the product. Im allergic to companies like this where the mission is missing and the culture feels average. How do you even motivate employees in that environment" @CMDarnton on X 2025-07-20 18:18:01 UTC 5155 followers, XXX engagements
"Lets be clear. AMDs underperformance in GPUs wasnt failure. It was sacrifice. In 2014 AMD was on the brink of collapse. Lisa Su made a bold bet: focus everything on CPUs. And it worked" @CMDarnton on X 2025-07-18 12:11:54 UTC 5134 followers, 5200 engagements
"Culture is destiny. Its the personality of a company. And just like you can predict someones future by their habits you can predict a companys trajectory by its incentives values and leadership alignment" @CMDarnton on X 2025-07-19 21:01:22 UTC 5134 followers, 1890 engagements
"$AMDs approach is anti-fragile. 🔥 Chiplets = XX% cheaper production 🔥 Higher yield faster iteration 🔥 Built for adaptability This isnt just engineering. Its philosophy. Theyre betting on optionality and its paying off" @CMDarnton on X 2025-07-16 14:33:58 UTC 5137 followers, 17.8K engagements
"$AMD isnt just competing with $NVDA its coming to win. The future runs on compute. And AMD is building the infrastructure to power it faster cheaper and more modular than anyone else. This isnt hype. Its strategy. Heres why I believe $AMD can 100X 👇🧵" @CMDarnton on X 2025-07-23 07:32:40 UTC 5210 followers, XXX engagements
"Market doesnt get it yet. Why Because its seen as the other chip stock. Because the AI narrative is still stuck on training. But thats what makes it asymmetric" @CMDarnton on X 2025-07-18 12:12:01 UTC 5176 followers, 1645 engagements
"11. AMD Can Mix & Match Compute at the Package Level MI300X = GPU-only MI300A = CPU + GPU (APU for data centers) Same chiplet foundation. Different workloads. This flexibility is critical as compute shifts from training to inference to edge" @CMDarnton on X 2025-07-22 15:28:10 UTC 5210 followers, XXX engagements
"Lisa Su said it clearly: Inference will be the primary driver of AI and now were seeing that inflection point. The MI300 series is already winning business from Microsoft Meta and Oracle. This is the beginning of AMDs second act" @CMDarnton on X 2025-07-18 15:37:54 UTC 5176 followers, XXX engagements
"Augmented Reality Snap should own this category. They were early. They had the lead. But again no real roadmap I see. No aggressive push. They mention AR in passing but theres no deeper story. No platform-level ambition. Its disappointing" @CMDarnton on X 2025-07-20 18:18:01 UTC 5134 followers, XXX engagements
"I went all-in on $PLTR at $X. Institutions ignored it. Now its one of my best investments. But today Ive found the next one. 👇 This time its $AMD. And heres why I believe itll outperform $NVDA. 🧵" @CMDarnton on X 2025-07-16 14:33:55 UTC 5210 followers, 383.3K engagements
"From sexual health to weight loss to longevity $HIMS is turning low-retention verticals into sticky high-margin subscription engines. Daily personalized multi-action treatment plans are now the core offering" @CMDarnton on X 2025-07-13 08:11:17 UTC 5206 followers, 2794 engagements
""But what if regulators crack down on GLP-1 compounding" Fair concern. But heres the truth: Compounded GLP-1s = only XX% of revenue Already launching FDA-approved generics (e.g. Liraglutide) $100M run-rate oral weight loss kits already scaling Platform is not dependent on any single product" @CMDarnton on X 2025-07-22 06:34:21 UTC 5209 followers, XXX engagements
"Many years ago I recorded countless podcasts with Antonio I was literally still a teenager We spoke about $PLTR and $SPOT when almost no one else was paying attention. People laughed when we said Palantir would be a multibagger. Today Those same names have gone 100X and created generational wealth. It will happen again. Stay sharp" @CMDarnton on X 2025-07-12 19:19:30 UTC 5210 followers, 53K engagements
"Lets talk tech. Is MedMatch truly proprietary Not yet. But its getting there. HIMS is integrating: Lab diagnostics Biomarker tracking Wearables AI-driven feedback loops Molecular-level care This isnt trivial. Its the foundation of precision medicine" @CMDarnton on X 2025-07-22 06:34:24 UTC 5209 followers, XXX engagements
"$AMD is building the silicon backbone. Theyre not just catching up to NVIDIA theyre outmaneuvering them in edge inference and modular compute. Chiplets. Flexibility. Scale. Theyre making AI affordable for the world. XX% more tokens per dollar" @CMDarnton on X 2025-07-19 14:53:03 UTC 5137 followers, XXX engagements
"100x returns are still possible. You just need: A long enough time horizon A paradigm shift And a company building for whats next Thats $AMD. 📈 Watch it here before everyone else wakes up 👇" @CMDarnton on X 2025-07-23 07:32:54 UTC 5210 followers, XXX engagements
"HIMS is executing an Innovation Stack micro-iterations that compound over time. From UI tweaks to back-end data optimization every layer is built to reduce friction and increase retention. This is what defensibility looks like in consumer health" @CMDarnton on X 2025-07-22 06:34:21 UTC 5209 followers, XXX engagements
"AMD also dominates in the inference market where cost per token matters more than raw speed. Lower dollar-per-gigabyte More onboard memory Better rack-level economics In inference AMD is already ahead" @CMDarnton on X 2025-07-20 08:28:51 UTC 5146 followers, 4332 engagements
"If AMD captures just XX% of the $500B accelerator market by 2028: Data center revenue = $50B Thats 7x 2024 baseline With 60%+ incremental margins You dont need a model" @CMDarnton on X 2025-07-20 12:56:10 UTC 5138 followers, XXX engagements
"You know what the market doesnt see MI300A vs MI300X Same platform different tile configuration Swap in/out CPU + GPU tiles like Lego One chiplet base infinite SKUs low redesign costs" @CMDarnton on X 2025-07-20 12:56:13 UTC 5138 followers, XXX engagements
"Reality isnt random. Its structured. From atoms to economies the world runs on rules and patterns. Patterns can be modeled. Models can be simulated. Simulations can be optimized. And optimized systems build empires" @CMDarnton on X 2025-07-19 11:46:22 UTC 5109 followers, XXX engagements
"This philosophy of tech serving human expression rather than dictating it runs deep. Where Meta is building escapist virtual worlds Snap is focused on augmenting the real one. Theyre not building a metaverse. Theyre building a human-first computing layer" @CMDarnton on X 2025-07-21 19:21:04 UTC 5208 followers, XXX engagements
"Call me crazy. But Im betting $AMD becomes the most structurally advantaged compute company of the next decade. Not just because of chips. Because of vision. Because of culture. Watch this space. 👉 Full article out soon:" @CMDarnton on X 2025-07-16 14:34:00 UTC 5137 followers, 13.7K engagements
"The Next Industrial Revolution Wont Be Steel or Oil. Itll Be Chips + Ontologies. I invested 100000 into $AMD at $XX. Why Because this is a 100X opportunity hiding in plain sight. Heres why AMD will eat $NVDA alive over the next decades 🧵👇" @CMDarnton on X 2025-07-20 12:56:07 UTC 5209 followers, 17.3K engagements
"Now lets talk about Palantir. Palantir is not a dashboard. Its not just data software. Its the ontology layer a digital substrate that gives data meaning breathes it to life and makes it usable by humans and machines" @CMDarnton on X 2025-07-19 11:46:24 UTC 5130 followers, XXX engagements
"The AI accelerator market alone is projected to surpass $500B by 2028. If AMD captures just XX% thats $100B+ in revenue up from $12B today in data center. Thats a 10x jump without owning the market. Thats how exponential markets work. Tiny slices = massive upside" @CMDarnton on X 2025-07-23 07:32:51 UTC 5209 followers, XX engagements
"AMDs chiplet architecture is a structural breakthrough. While NVIDIA doubled down on monolithic GPUs AMD went modular. That decision made on the brink of bankruptcy in 2014 could define the next XX years. Inference. Edge AI. Ubiquitous compute. This is where AMD wins" @CMDarnton on X 2025-07-19 11:46:23 UTC 5110 followers, XXX engagements
"The market is moving from monolithic slabs to modular "Lego" blocks (chiplets). Thats AMDs chiplet architecture small efficient scalable. Its cheaper to manufacture easier to iterate and better for AI inference" @CMDarnton on X 2025-07-20 12:56:08 UTC 5139 followers, XXX engagements
"Watch this before Wall Street catches on 👇 Hims & Hers is building the backend of 21st-century healthcare and nobody sees it yet" @CMDarnton on X 2025-07-13 08:11:18 UTC 5206 followers, 2506 engagements
"Example Same base platform two different use cases: MI300X = full GPU accelerator for inference MI300A = CPU + GPU APU for integrated compute Built from the same chiplet framework. No monolithic redesigns. No wasted silicon" @CMDarnton on X 2025-07-20 08:28:49 UTC 5137 followers, 5645 engagements
"Lisa Su is a once-in-a-generation CEO When she took over in 2014 AMD was: $2/share $3B in debt Demoralized to the core Today She architected the chiplet revolution and is about to dominate inference edge compute & FPGAAs. This is her Palantir moment" @CMDarnton on X 2025-07-17 16:29:13 UTC 5097 followers, 7566 engagements
"Snap is the funnel. Theyre the "first stop" on the digital journey. If they can figure out how to retain and evolve with that audience from XX to XX theyll have an insanely powerful lifecycle platform" @CMDarnton on X 2025-07-20 18:18:03 UTC 5154 followers, XXX engagements
"Why the Bear Case on $HIMS Is DEAD WRONG 🧵 They said Palantir had no moat. They said Spotify was just a music app. Now theyre saying Hims & Hers is just a telehealth storefront. They're wrong again. Heres why Im betting BIG. 👇" @CMDarnton on X 2025-07-13 09:33:34 UTC 5137 followers, 3103 engagements
"And what about churn Valid ED and hair loss are low-retention categories. But $HIMS is evolving the model: Daily bundled plans 60%+ of new users on personalized care XX% revenue retention in core verticals 1M+ on daily regimens already" @CMDarnton on X 2025-07-22 06:34:23 UTC 5208 followers, XXX engagements
"To understand Palantirs ontology think like a philosopher: Your brain runs simulations (thoughts). You think before you act. Ontology is a digital "brain". It lets an enterprise "think" before it acts using live data digital twins and simulation. Its the most powerful layer of the stack" @CMDarnton on X 2025-07-19 11:46:25 UTC 5110 followers, XXX engagements
"Why does it matter Because the future of AI isnt just training. Its inference and inference is cost-sensitive. AMDs modular design crushes Nvidias slabs on $/GB and yield" @CMDarnton on X 2025-07-20 12:56:11 UTC 5138 followers, XXX engagements
"Now heres the big unlock: Theyre not a brand. Theyre a platform with hundreds of embedded micro-businesses. Sexual health Hormones Longevity Weight loss Each is its own vertical riding the same infrastructure data flywheel and consumer trust layer. Thats Amazon-level defensibility" @CMDarnton on X 2025-07-11 15:54:38 UTC 5134 followers, XXX engagements
"Lets get this straight: The total addressable market for computation = limitless. Why Because every industry from AI to biology defense to finance runs on it. Computation is the bridge between chaos and order. And AMD is the bridge-builder" @CMDarnton on X 2025-07-16 14:33:56 UTC 5208 followers, 22.3K engagements
"Everyones still sleeping on this. But $HIMS is the single most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why: 🧵" @CMDarnton on X 2025-07-13 08:11:16 UTC 5162 followers, 53.1K engagements
"@_BNG_Capital Actually I was wrong It was $XXXX (;" @CMDarnton on X 2025-07-17 12:03:39 UTC 5134 followers, 6075 engagements
"Lisa Su made this bet back in 2014 when AMD was $3B in debt. It was the most contrarian high-conviction move in semiconductor history. Now Nvidia is copying her design with Blackwell. Too little too late" @CMDarnton on X 2025-07-20 12:56:09 UTC 5150 followers, XXX engagements
"I brought $PLTR @ $XXXX (receipts shown) Everyone thinks $PLTR and $AMD cant 10X from here. They couldnt be more wrong. Because they dont understand the most important truth of the modern era: Reality is computable. Everything around you atoms genes traffic markets wars follows patterns. And patterns can be modeled. Simulated. Predicted. Controlled. Thats what makes reality computable. And heres the punchline: To compute reality you need X foundational stacks: Patterned Reality: The world runs on rules and structures from physics to finance and those patterns can be mathematically modeled." @CMDarnton on X 2025-07-18 15:37:52 UTC 5097 followers, 7299 engagements
"Why FPGAs matter: Can run real-time AI on limited power Ideal for aerospace defense industrial AI Fully customizable hardware logic Used in satellites drones 5G base stations and smart cameras And AMD owns the most advanced portfolio in the world" @CMDarnton on X 2025-07-18 12:11:59 UTC 5178 followers, 1874 engagements
"Everyones worshipping NVIDIA like its untouchable. But Ive seen this before. I went all in on $PLTR at $XXXX while the institutions laughed (receipts shown). Now I dropped $100000 into $AMD at $XX. Because its not hype Im chasing its asymmetric upside. Heres the full thesis: and why it could 10X in the AI era. 🧵👇" @CMDarnton on X 2025-07-18 12:11:53 UTC 5210 followers, 47K engagements
"This is AMD it hits $1000+ and beats NVIDIA" @CMDarnton on X 2025-07-22 06:44:38 UTC 5136 followers, 1358 engagements
"Chiplets arent just clever engineering theyre an economic superpower. Why Because they allow AMD to change direction at marginal cost. In a world where compute demand is exploding across AI inference edge robotics biotech autonomous vehicles the bottleneck isnt demand its adaptability. And most chip companies are stuck. Their monolithic designs are rigid. Costly. Slow to pivot" @CMDarnton on X 2025-07-23 07:32:46 UTC 5210 followers, XX engagements
"Lets talk FPGAs. This is the hidden lever nobody's talking about. AMD bought Xilinx for $49B in 2022. And what they got was access to reconfigurable AI compute at the edge" @CMDarnton on X 2025-07-18 12:11:58 UTC 5177 followers, 1999 engagements
"I dont need AMD to become NVIDIA. I just need AMD to: Dominate inference Capture Edge AI Ride datacenter expansion Monetize Xilinx deeply Even partial success = 10X upside from here" @CMDarnton on X 2025-07-18 12:12:02 UTC 5176 followers, 1583 engagements
"Now layer $PLTR on top. While AMD delivers the computational layer Palantir builds the cognitive layer software that turns data into decisions (ontology). AI models. Digital twins. Real-time simulations. This is the company that helps governments and enterprises transform raw data into structured comprehensible insights - bringing data to life - through the ontology" @CMDarnton on X 2025-07-18 15:37:54 UTC 5125 followers, XXX engagements
"Conviction beats consensus Everyone said $PLTR was overhyped. I was a teenager studying philosophy & physics but I saw something Wall Street didnt: Culture. Conviction. A company built to last. Same with $AMD today" @CMDarnton on X 2025-07-17 16:29:12 UTC 5097 followers, 9264 engagements
"Lets rewind: When I went all-in on $PLTR most Wall Street laughed. "Too early." "Too complicated." "Not profitable." But I understood one thing: the world was moving toward computational decision-making. Palantir was building the brain" @CMDarnton on X 2025-07-19 14:53:02 UTC 5117 followers, XXX engagements
"This is the new paradigm: We dont just build factories. We simulate them. We dont just track supply chains. We forecast them. We dont just observe wars. We model and optimize decisions in real time. And every simulation needs compute. Lots of it" @CMDarnton on X 2025-07-23 07:32:43 UTC 5210 followers, XX engagements
"Computation = the new oil What is computation Its how raw chaos becomes order. Its the physical manifestation of cognition first in your brain now in silicon. And the demand for it Infinite" @CMDarnton on X 2025-07-17 16:29:14 UTC 5100 followers, 6250 engagements
"And AMDs chiplet architecture makes this path more likely not less. Hyperscalers dont want to be dependent on a single vendor. Especially not one as vertically integrated as NVIDIA. They want optionality. They want price pressure. They want modular AI compute. And AMD delivers exactly that" @CMDarnton on X 2025-07-23 07:32:52 UTC 5210 followers, XX engagements
"The bear thesis is based on a surface-level read. Yes risks remain regulation churn tech maturity. But look deeper: Consumer behavior is changing Platform is scaling Infrastructure is real The market is massive And most importantly: HIMS is executing" @CMDarnton on X 2025-07-22 06:34:27 UTC 5208 followers, XXX engagements
"The demand for computation is now infinite. Why Because were not just observing reality anymore Were simulating it. Digital twins. Predictive models. Inference engines. This is the next industrial revolution and it runs on silicon + ontology" @CMDarnton on X 2025-07-18 15:37:52 UTC 5173 followers, XXX engagements
"This time Im betting bigger. And I'm sharing it publicly again. Not to be loud. But because conviction only matters when its on the record. Lets see where this goes. $PLTR. $AMD. $HIMS. The stack that will run the next economy" @CMDarnton on X 2025-07-19 14:53:06 UTC 5134 followers, 1035 engagements
"This is a OLD podcast I recorded with Antonio MANY years ago back when I was still a teenager (slightly embarrassing in hindsight). Back when NOBODY was talking about $PLTR or $SPOT. The title Why Spotify & Palantir Are The Most Disruptive Stocks We saw the quality instantly. Fast forward both stocks exploded 100X. You cant fake this. A digital track record is undefeated. @alc2022" @CMDarnton on X 2025-07-12 20:01:20 UTC 5207 followers, 25.1K engagements
"Everyone laughed at Amazon in 2001. Theyll laugh at $HIMS in 2025. Then theyll watch it 100x. This is not a telehealth brand. This is a molecular health infrastructure play for personalised healthcare. Heres why Im betting on a $2000 share price 🧬👇" @CMDarnton on X 2025-07-11 15:54:34 UTC 5206 followers, 5600 engagements
"$SNAP AR launched in 2016 Spectacles are now in Gen X see-through spatially aware and powered by Snap OS. Developers are building apps on this system: web browsing multi-screen layouts generative AR pets and shared immersive experiences. This was REAL foresight by $SNAP" @CMDarnton on X 2025-07-21 19:21:05 UTC 5208 followers, XXX engagements
"Wall Street still sees AMD as the cheap alternative to Nvidia. Thats outdated. AMD is structurally advantaged in the future of compute. Because compute isnt just about raw power anymore. Its about agility" @CMDarnton on X 2025-07-20 12:56:08 UTC 5138 followers, XXX engagements
"If you want full breakdowns of asymmetric plays like this I write deep-dive research weekly. 📩 No hype. Just high-conviction investing before the crowd catches on" @CMDarnton on X 2025-07-20 08:28:53 UTC 5157 followers, 4274 engagements
"Even NVIDIAs ecosystem edge (CUDA) is eroding. As open-source tools adopt AMD support the barriers to switching shrink every quarter. The moat isnt gone but its leaking" @CMDarnton on X 2025-07-20 08:28:51 UTC 5162 followers, 3951 engagements
"$PLTR and $AMD will 100x. Not in months. But over decades. Everyone thinks Im crazy. But Ive done it before $PLTR at $XXXX. And this time Im betting bigger. The next industrial revolution isnt powered by steel and electricity. Its powered by chips and ontology. 🧵" @CMDarnton on X 2025-07-19 11:46:18 UTC 5208 followers, 24.4K engagements
"Why I believe $AMD will 20X from here and dethrone $NVDA This is the next Palantir. And I dont say that lightly. I bought $PLTR at $XXXX. Documented it all. Podcasts. Articles. Interviews. Receipts. Hundreds of hours. 20X returns. Now Im making the same asymmetric bet again. Let me explain why:" @CMDarnton on X 2025-07-17 16:29:12 UTC 5210 followers, 236.3K engagements
"This is the new compute stack: Layer 1: Patterned Reality Layer 2: Silicon (chips + edge sensors) Layer 3: Ontology (software twin) $AMD = Layer X $PLTR = Layer X Together they digitize the physical world. Thats the next industrial revolution" @CMDarnton on X 2025-07-20 12:56:12 UTC 5138 followers, XXX engagements
"So even if AMD never becomes the king of AI It doesnt matter. Just executing consistently modularly and efficiently is enough to unlock 100s of billions in enterprise value. In exponential markets second place still builds empires" @CMDarnton on X 2025-07-23 07:32:53 UTC 5209 followers, XX engagements
"Thats why Meta picked AMDs MI300X to run its 405B-parameter Llama XXX model. With 192GB HBM3e and XXX TB/s bandwidth it can run entire model shards on a single device something NVIDIAs H100 cant do" @CMDarnton on X 2025-07-20 08:28:50 UTC 5137 followers, 4769 engagements
"This is where the puck is going: Biotracking Precision prevention Continuous diagnostics Affordable peptide therapy Healthspan-as-a-service And Hims & Hers is the only player building the rails the data graph and the distribution. You cant outspend this. You cant copy this" @CMDarnton on X 2025-07-11 15:54:39 UTC 5206 followers, XXX engagements
"The truth is: US healthcare is structurally broken. 🩺 Pricing opacity 🧾 Insurance bloat 🩺No incentive for better outcomes HIMS is building the digital layer on top of this mess" @CMDarnton on X 2025-07-15 13:18:24 UTC 5203 followers, 1591 engagements
"Under Lisa Su $AMD didnt just make better chips. They made a better business model. ✅ Modular chiplet architecture ✅ Aggressive bets on AI inference ✅ Cultural turnaround rooted in speed clarity and boldness Theyre not following trends. Theyre building the future" @CMDarnton on X 2025-07-16 14:33:57 UTC 5136 followers, 20.5K engagements
"The Next Industrial Revolution Wont Be Steel or Oil. Itll Be Chips + Ontologies" @CMDarnton on X 2025-07-21 07:13:29 UTC 5209 followers, 4895 engagements
"This isnt a tech trend. Its the substrate of civilization shifting. Every city company and battlefield is becoming programmable. Thats why compute demand doesnt plateau. It compounds. And AMD is building the silicon rails for it all" @CMDarnton on X 2025-07-23 07:32:45 UTC 5209 followers, XX engagements
"This means AMD isnt just a data center story. Its a full-stack full-spectrum AI play: ✅ Cloud Inference (MI355) ✅ AI Training (MI300X) ✅ Edge AI (Ryzen APUs + Pensando) ✅ Reconfigurable AI (Xilinx FPGAs) No one else is playing this wide" @CMDarnton on X 2025-07-18 12:11:59 UTC 5176 followers, 1820 engagements
"Why $AMD Will 20X From Here & Beat $NVDA Computation is infinite and AMD owns the silicon layer. Lisa Su built a culture of speed discipline and dominance. Chiplets Monoliths modular wins in the age of edge AI" @CMDarnton on X 2025-07-19 12:43:51 UTC 5176 followers, 20K engagements
"6. Meta Knows This Thats Why They Picked AMD Meta is running its 405B Llama XXX model on MI300X. Why 192GB HBM3e memory (vs 80GB on H100) Full model shard runs on a single device Lower $/token and $/GB than NVIDIA 170000 units reportedly ordered" @CMDarnton on X 2025-07-22 15:28:06 UTC 5210 followers, 1151 engagements
"Thats why I believe AMD may 100x. Not because of hype. But because of first principles. Think from fundamentals. Move early. Act deliberately" @CMDarnton on X 2025-07-17 18:48:50 UTC 5134 followers, 1530 engagements
"But it doesnt stop at inference. Lets talk about AMDs Edge AI play the most overlooked part of this story. 💡 Edge AI = Inference happening outside the data center Think: Self-driving cars Smart factories Retail surveillance Defense systems On-device LLMs This is where real-time low-latency AI matters. And its a TAM that could dwarf cloud AI" @CMDarnton on X 2025-07-18 12:11:57 UTC 5178 followers, 2437 engagements
"Same with $HIMS. Wall Street sees a telehealth app. I see a verticalized healthcare company with: A moral mission: destigmatize and democratize wellness Deep alignment across clinical product and regulatory talent World-class execution in ops media and brand They're not just selling meds. They're rearchitecting healthcare from the consumer up" @CMDarnton on X 2025-07-19 21:01:24 UTC 5134 followers, 1178 engagements
"Inference isnt optional anymore. Its the real-time brain of everything: Autonomous vehicles Smart factories Defense systems Hospitals Supply chains Training is cool. Inference is profitable. And AMDs MI300 series is leading the charge" @CMDarnton on X 2025-07-19 11:46:23 UTC 5113 followers, XXX engagements
"Ive written a more in-depth blog but heres the key idea: AMDs chiplet architecture enables it to adapt to the evolving demands of the compute market at minimal marginal cost. The demand for computation is in principle unlimited - so its too narrow to view the market as just CPUs and GPUs. As new forms of compute emerge - like FPGAs and edge accelerators - the ability to pivot and scale across these domains with minimal overhead becomes a major strategic advantage" @CMDarnton on X 2025-07-21 07:01:57 UTC 5206 followers, XX engagements
"This isnt a DTC vitamin brand. This is a next-gen healthcare platform intelligent personalized capital-efficient. If Spotify rebuilt music and Amazon rebuilt retail Hims & Hers is rebuilding healthcare. The bears will be late again" @CMDarnton on X 2025-07-22 06:34:27 UTC 5209 followers, XXX engagements
"Hims & Hers is building the Amazon of personalized healthcare. But not like your doctors office. Theyre going XX layers deeper: Blood diagnostics Genetic risk scores Peptides & hormone therapies AI-driven health matching Platform-controlled compound meds This is healthcare re-architected at the molecular level" @CMDarnton on X 2025-07-11 15:54:35 UTC 5206 followers, XXX engagements
"$PLTR was Layer X the decision layer. Now Im betting on: $AMD (Layer 2: Compute infrastructure) $HIMS (Vertical-specific molecular infrastructure in healthcare) Different angles. Same thesis: the future will be modeled simulated and optimized" @CMDarnton on X 2025-07-19 14:53:05 UTC 5117 followers, XXX engagements
"Heres the screenshot $PLTR purchase at $XXXX. And yes Ive got plenty more. Hundreds of articles videos and podcasts all still live from the early days when no one cared about Palantir. I dont need to prove anything. But I share this out of transparency because Im building something bigger than just returns. Im building conviction. Some people still wont believe it especially when they realise how young I was when I made these bets. Thats fine. Im not here to convince anyone. Im here to win. And Ive got the receipts to prove it. FOLLOW FOR MORE INVESTMENT IDEAS:" @CMDarnton on X 2025-07-18 18:56:30 UTC 5167 followers, 5525 engagements
"Let me simplify it: 🧱AMD = Lego bricks (chiplets) 🪨 Nvidia = giant concrete slabs (monolithic GPUs) One scales with flexibility. The other hits a wall literally the lithographic limit" @CMDarnton on X 2025-07-20 12:56:09 UTC 5138 followers, XXX engagements
"Everyone is chasing $NVDA. I bet 100000+ on $AMD. Heres why I believe it will 100X just like my Palantir call at $X. Watch the full breakdown 🧠📈👇" @CMDarnton on X 2025-07-22 15:14:36 UTC 5209 followers, 2536 engagements
"Nobody predicted AIP. Not analysts. Not the media. Not even most Palantir investors. But AIP is now the most important software launch in enterprise AI. It wasnt luck. It was the inevitable output of a mission-driven flat high-agency culture where ideas win and politics lose" @CMDarnton on X 2025-07-19 21:01:22 UTC 5134 followers, 1668 engagements
"But now AMD has secured its CPU base. And its finally turning to the GPU war. But not just any GPU war 👉 Its targeting AI inference where real-world AI adoption happens" @CMDarnton on X 2025-07-18 12:11:55 UTC 5131 followers, 3048 engagements
"5. Inference Is Where the Real War Will Be Fought Training wins headlines. Inference wins REAL revenue. Inference must be: Cheap Scalable Efficient Memory-dense AMDs MI300X delivers all fourat a price NVIDIA cant match" @CMDarnton on X 2025-07-22 15:28:05 UTC 5209 followers, 1228 engagements
"3. The Secret Weapon: Chiplets The real innovation wasnt just Zen. It was AMDs early bet on modular chiplet architecture. Instead of pushing giant monolithic dies to the limit AMD built scalable compute like LEGO blocks. Cheaper higher-yield more flexible" @CMDarnton on X 2025-07-22 15:28:04 UTC 5210 followers, 1407 engagements
"$HIMS isnt a telehealth app. Its building: a) Molecular health infrastructure to predict & prevent disease b) The first platform where your entire biology from blood to behavior becomes a feedback loop c) A scalable engine with 100s of embedded micro-businesses" @CMDarnton on X 2025-07-13 08:11:16 UTC 5137 followers, 2962 engagements
"That same stew is bubbling inside two of my highest conviction positions: $AMD $HIMS Like $PLTR both have the qualitative DNA of outliers. And if you're only looking at valuation multiples youre completely missing it" @CMDarnton on X 2025-07-19 21:01:23 UTC 5134 followers, 1386 engagements
"Computation is no longer just tech. Its becoming the infrastructure of civilization. Why Because reality itself is computable. Everything from markets to medicine war to weather it all runs on patterns. And patterns can be modeled" @CMDarnton on X 2025-07-18 15:37:52 UTC 5173 followers, XXX engagements
"Everyones chasing $NVDA. But the real upside is hiding in plain sight. $AMD is building the compute backbone of the next industrial revolution modular scalable unstoppable. This is how it hits $1000+ and beats NVIDIA. 🧵👇" @CMDarnton on X 2025-07-20 08:28:46 UTC 5210 followers, 246.7K engagements
"Everyones chasing $NVDA. I went all-in on $AMD. Why Because AMD will 100X from here just like I called $PLTR at $X. The markets asleep. But Meta OpenAI and I know whats coming. AMD is going to disrupt NVIDIA. Heres the full thesis 🧠👇 🧵" @CMDarnton on X 2025-07-22 15:28:01 UTC 5210 followers, 29K engagements
"Superior culture is like compound interest for innovation. If the environment is right something extraordinary will emerge. You cant model this. You have to feel it. Or you need someone to show you where to look. Thats what I do on Substack" @CMDarnton on X 2025-07-19 21:01:25 UTC 5131 followers, XXX engagements
"You dont get 100x returns by buying whats winning. You get them by buying whats inevitable before it looks inevitable. Just like I did with $PLTR at $XXXX. Ive got the screenshots. Ive got the returns. And Ive got the same conviction again" @CMDarnton on X 2025-07-20 12:56:11 UTC 5138 followers, XXX engagements
"You cant model culture in a DCF Wall Street models numbers. I model qualitatives. Culture is the real operating system of a business and $AMD has built one of the most resilient comeback-driven high-agency cultures in tech. You cant fake this" @CMDarnton on X 2025-07-17 16:29:13 UTC 5097 followers, 8125 engagements
"AMDs chiplet architecture isnt just clever its essential. It lets them mix and match compute components: CPU GPU memory tiles all customized per workload. This modularity means: Lower costs Higher yields Faster time-to-market" @CMDarnton on X 2025-07-20 08:28:48 UTC 5137 followers, 6360 engagements
"Let me be clear I believe $AMD is: Structurally undervalued Culturally superior Built for the next wave of compute And yes it can 20x from here. Just like $PLTR did for me. Same conviction. Same depth. Same bet" @CMDarnton on X 2025-07-17 16:29:17 UTC 5100 followers, 5976 engagements
"If you want to see how I grew a $765K portfolio in my 20s by thinking differently subscribe to my Substack: 👉 RT this if it gave you a new mental model for understanding tech. $AMD = the future of computation" @CMDarnton on X 2025-07-17 18:48:51 UTC 5134 followers, 1431 engagements
"Take $AMD. Lisa Su turned a near-bankrupt company into one of the most agile chipmakers on the planet. How By building a culture of: Ruthless focus Technological excellence Long-term mission (modular compute) Low ego high trust Talent density that rivals NVIDIA Nobody saw it coming just like no one saw chiplets becoming the future" @CMDarnton on X 2025-07-19 21:01:24 UTC 5136 followers, 1282 engagements
"Lets get one thing clear: Hims & Hers is not just building a "better" version of healthcare. Theyre building a parallel system consumer-first vertically integrated and digitally native. No insurance. No gatekeeping. No paperwork" @CMDarnton on X 2025-07-22 06:34:19 UTC 5209 followers, XXX engagements
"I turned a high-conviction bet on $PLTR at $XXXX into 20x returns and built a portfolio nearing X figures in my twenties. Receipts Posted. Documented. Articles. Podcasts. Screenshots. All still online. But that was just the beginning. Heres what Im betting on next 🧵" @CMDarnton on X 2025-07-19 14:53:01 UTC 5133 followers, 3459 engagements
"No not next quarter. Im talking over the coming decades. And yes Im fully prepared for XX% drawdowns. But I also believe these stocks could make me $100M+. Why Because theyre building the computational substrate of civilization" @CMDarnton on X 2025-07-19 11:46:19 UTC 5124 followers, XXX engagements
"If you're still stuck chasing trends Maybe its time to think different. Act deliberately. I did it with $PLTR at $X. I'm doing it again with $AMD. And Im showing my work for free every step of the way. 🔗 Substack in bio 🎥 Video on YouTube 📈 Next up: $NVDA deep dive Lets build generational wealth" @CMDarnton on X 2025-07-17 16:29:17 UTC 5097 followers, 5522 engagements
"So when I say I own $PLTR + $AMD Im not buying stocks. Im buying the operating system of the 21st century. AMD captures the world. Palantir thinks about it. Together they turn raw data into strategic action. Thats the foundation of the future" @CMDarnton on X 2025-07-19 11:46:25 UTC 5107 followers, XXX engagements
"I teach the qualitative edge (free): How to spot companies with mission and momentum How to evaluate talent hierarchy and leadership psychology How to get conviction before the market does These are the traits that created my $PLTR $AMD and $HIMS bets" @CMDarnton on X 2025-07-19 21:01:25 UTC 5133 followers, 1879 engagements
"I put $100000 into $AMD at $XX. Im not selling (ever). Because this isnt a chip stock. Its the computational engine behind AI automation & the future of intelligence. While others chased hype I bet on chiplets execution and a visionary culture. Heres the full thesis. 👇" @CMDarnton on X 2025-07-05 20:31:31 UTC 5207 followers, 31.9K engagements
"2. That Focus Changed Everything AMD rebuilt its product stack from the ground up. Ryzen in consumer EPYC in data center Zen architecture + chiplets at the core The result $4B $25.8B revenue (20152024) 20%+ server market share CPUs now fund AMDs next act: AI" @CMDarnton on X 2025-07-22 15:28:03 UTC 5210 followers, 1601 engagements
"$PLTR builds live computable models of reality. Simulate outcomes. Predict consequences. Act in advance. Its being used in Ukraine. Its being used in Fortune XXX boardrooms. And it's just getting started" @CMDarnton on X 2025-07-19 11:46:24 UTC 5122 followers, XXX engagements
"Chiplets = agility Most people still dont get what chiplets really mean. Theyre not just a hardware design. Theyre a philosophy: Modular Adaptive Plug-and-play In a market where computation is unlimited agility trumps everything. AMD is built for it" @CMDarnton on X 2025-07-17 16:29:14 UTC 5111 followers, 6880 engagements
"While $NVDA dominates headlines $AMD is stacking fundamentals: $5B+ in R&D Strategic bets on edge compute FPGAs AI inference Acquisitions like Xilinx & Pensando = full-stack dominance Big clients: OpenAI Meta xAI Azure The foundation is built" @CMDarnton on X 2025-07-16 14:33:58 UTC 5208 followers, 14.5K engagements
"NVIDIA is great at centralized training. But AMD is quietly building an empire at the edge. Heres how: Ryzen + Radeon APUs for edge devices Xilinx FPGAs (more on this soon) Pensando acquisition = custom edge acceleration Full-stack hardware software deployment And the best part Theyre first-mover in many of these verticals" @CMDarnton on X 2025-07-18 12:11:58 UTC 5178 followers, 2217 engagements
"Wall Street will try to shake you out. The media will mock you. The stocks will crash. And theyll say See I told you it was over. But if the fundamentals are intact if the thesis holds hold the damn line. The world is becoming ontology-defined. Bet accordingly" @CMDarnton on X 2025-07-19 11:46:28 UTC 5162 followers, XXX engagements
"9. And Here's What the Market Still Doesn't Understand: Compute demand is infinite. AI models keep scaling Use-cases keep expanding Every new sector (biotech defense edge) adds pressure This isnt a finite TAM. Its a generational transition" @CMDarnton on X 2025-07-22 15:28:08 UTC 5210 followers, XXX engagements
"4. This Is Why AMD Is Disrupting NVIDIA Now NVIDIA still builds massive diesH100 Blackwell B200all near the reticle limit. AMD It scales compute horizontally with chiplets. That gives it a cost and yield advantage in the fastest-growing segment of AI: inference" @CMDarnton on X 2025-07-22 15:28:04 UTC 5210 followers, 1306 engagements
"12. AMD Now Offers Full-Stack Solutions With ZT Systems and Pensando: Rack-level systems Full customer integration Rapid iteration cycles This isnt just a chip story. Its an infrastructure story" @CMDarnton on X 2025-07-22 15:28:11 UTC 5209 followers, XXX engagements
"AI should be the core narrative. And yet Almost nothing substantial is being said. Yes theres an AI chatbot in the app. But its mid at best no novel utility no innovation just seems like a "box-ticking" exercise. Compare this to Meta and the difference is night and day" @CMDarnton on X 2025-07-20 18:18:00 UTC 5137 followers, XXX engagements
"Bottom line AMD doesnt need to beat NVIDIA outright. In a $500B market even 1520% share = tens of billions in high-margin revenue. And AMD is executing across silicon systems and software" @CMDarnton on X 2025-07-20 08:28:52 UTC 5137 followers, 3700 engagements
"If I were to summarize: $PLTR was my conviction play on government + data. $AMD is my conviction play on the future of computation. Same framework. Same depth. Same high-conviction thesis. This time the bets even bigger" @CMDarnton on X 2025-07-16 14:33:59 UTC 5206 followers, 15.2K engagements
"This isnt just a bet on chips. Its a bet on culture. On agility. On leadership. Because in a world where computation is infinite the winner wont be the one with the loudest story Itll be the one with the strongest operating system" @CMDarnton on X 2025-07-16 14:33:56 UTC 5208 followers, 24.6K engagements
"🧠 Lets make it real: Imagine a factory. Physical layer: Machines workers workflows patterned reality. Silicon layer: Edge chips on every surface capturing temperature vibration throughput location. Ontology layer: All that data is mapped into a live digital twin a real-time model that simulates predicts & optimizes operations. Now apply this stack to: Cities (traffic power emergency response) Hospitals (beds patients equipment) Military (troops drones logistics) Biotech (molecular modeling protein folding) Supply chains (ports freight inventory) The 3-layer stack isnt industry-specific. Its" @CMDarnton on X 2025-07-19 11:46:21 UTC 5109 followers, XXX engagements
"This isnt just elegant its economically dominant. It means AMD can target new compute markets as they emerge with speed precision and minimal overhead. While NVIDIA is spending billions on fixed architecture bets AMD is composing the future in real time" @CMDarnton on X 2025-07-23 07:32:47 UTC 5209 followers, XX engagements
"Thats what I call a hot bubbling stew. When the ingredients are right mission talent trust incentives and the temperature is perfect velocity urgency alignment something extraordinary will bubble to the surface. $PLTRs AIP is what popped out of that stew" @CMDarnton on X 2025-07-19 21:01:23 UTC 5134 followers, 1460 engagements
"If you want the full thesis: How I spotted $PLTR at $X Why chiplets monoliths Why ontology is the future How edge AI will reshape civilization Its all free on my Substack. No course. No upsell. Just real conviction. 👇" @CMDarnton on X 2025-07-19 11:46:29 UTC 5167 followers, XXX engagements
"If this thread made you think differently thats the point. I write deep-dive investment theses on plays like $PLTR $AMD and $HIMS every week. No hype. Just asymmetric ideas real conviction and receipts. 👇" @CMDarnton on X 2025-07-19 14:53:06 UTC 5133 followers, XXX engagements
"Meanwhile NVIDIAs new Blackwell GPU shows cracks in its design philosophy. Yes its powerful. But its still two giant monolithic dies stitched together at the physical limits. NVIDIA hasnt gone modular just bigger" @CMDarnton on X 2025-07-20 08:28:47 UTC 5172 followers, 7976 engagements
"So why is Meta committing to a multi-year partnership with AMD This isnt a one-off dealits a long-term strategic relationship. And that tells us something important: AMDs inference technology is genuinely impressive. At the heart of it is their chiplet architecture which allows for scalable efficient compute tailored to diverse workloads. If AMD's tech werent delivering Metaof all companieswouldnt hesitate to pivot. Meta has the resources to build in-house or pay a premium for best-in-class alternatives. But theyre not doing that. Instead theyre doubling down on AMD. That suggests AMD is not" @CMDarnton on X 2025-07-21 16:16:47 UTC 5150 followers, XXX engagements
"While Wall Street chases $NVDAs training chips $AMD is quietly winning the inference game. The deployment phase of AI The real money The exponential scale Think edge PCs smartphones cars factories satellites. Thats where the demand is heading" @CMDarnton on X 2025-07-16 14:33:57 UTC 5137 followers, 19.1K engagements
"This matters more as compute evolves. LLMs. Video inference. Autonomous edge AI. Each workload is different and no monolithic chip can do it all. The future demands a modular adaptable platform. AMD already has it" @CMDarnton on X 2025-07-20 08:28:49 UTC 5138 followers, 5117 engagements
"AMD isnt just catching up its building the future of AI. Chiplets. Inference. Infrastructure. I break down why this is a 100X opportunity in my latest video: 📺 Watch here" @CMDarnton on X 2025-07-22 15:28:13 UTC 5209 followers, 2999 engagements
"Everyones chasing the next $NVDA. But the real 100x opportunities dont scream. They whisper. Ive found two of them. $AMD $HIMS Different sectors. Same asymmetric setup. Let me explain" @CMDarnton on X 2025-07-19 14:53:01 UTC 5131 followers, XXX engagements
"And this isnt theory its already happening. Palantirs ontology can model an entire factory: It takes raw data signals from powered edge devices machines sensors robots and turns them into a live digital twin of operations. From raw signal real-time simulation intelligent action" @CMDarnton on X 2025-07-18 15:37:57 UTC 5150 followers, XXX engagements
"Everyone is still sleeping on this. But $HIMS is the most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why 🧵👇" @CMDarnton on X 2025-07-15 13:18:22 UTC 5209 followers, 60.4K engagements
"Im preparing a deep dive on - $SNAP. But after a few hours of research here are my honest first impressions: User growth looks impressive on paper. But culture vision and execution Things start to fall apart. Heres why Im not convinced - yet (raw thoughts).🧵" @CMDarnton on X 2025-07-20 18:18:00 UTC 5209 followers, 4563 engagements
"Reality is computable. And demand for compute is infinite in principle. The more we compute the more we need to compute. AMD even uses AI to design better chips recursive flywheel. Thats a superpower" @CMDarnton on X 2025-07-20 12:56:12 UTC 5138 followers, XXX engagements
"Enter AMD. Theyre building the silicon backbone of the real-time programmable world. Factory floors fighter jets vehicles biolabs AMDs chiplets will live in all of them. Turning physical signals digital ones. Theyre building the sensors of civilization" @CMDarnton on X 2025-07-19 11:46:22 UTC 5108 followers, XXX engagements
"Heres why I believe the upside is massive: The demand for computation is infinite. Why Because its recursive. The more we compute the more we need to compute. Every system from logistics to biology is becoming programmable" @CMDarnton on X 2025-07-19 11:46:26 UTC 5110 followers, XXX engagements
"$SNAP is one of the most puzzling companies in tech. On one hand: 990M+ users industry-first AR and a philosophy rooted in authentic communication. On the other: weak monetization inconsistent execution and a management I struggle to trust. A brief summary 🧵" @CMDarnton on X 2025-07-21 19:21:03 UTC 5209 followers, 5433 engagements
"To compute reality you need X layers: Physical world (atoms bodies machines) Silicon layer (chips + edge devices) Ontology layer (software that makes sense of it all) This is the stack that will run the future economy. And heres where $AMD and $HIMS come in👇" @CMDarnton on X 2025-07-19 14:53:03 UTC 5117 followers, XXX engagements
"10. To Serve Infinite Demand You Need Marginal Cost Scaling NVIDIAs monolithic dies dont scale efficiently. If one piece of a 900mm die fails throw it all out. AMD Chiplets. Smaller dies Higher yields Modular updates Cost scales linearly not exponentially" @CMDarnton on X 2025-07-22 15:28:09 UTC 5210 followers, XXX engagements
"This is the new industrial revolution. Not powered by steam or steel but by: Patterned reality Silicon at the edge Ontologies running real-time cognition Every system on earth will be simulated optimized & software-defined. Factories hospitals battlefields supply chains entire cities ontologized. This stack will unlock trillions in economic value. Not hypothetically. Not someday. But over decades inevitably. And I plan to own it all" @CMDarnton on X 2025-07-19 11:46:28 UTC 5154 followers, XXX engagements
"Lets talk scale. In 1980 the biggest company in the world IBM was worth $40B. People thought that was huge. Today $NVDIA is flirting with $5T. So is a $10T company crazy No. Its just early" @CMDarnton on X 2025-07-23 07:32:50 UTC 5210 followers, XX engagements
"And thats the beauty: $HIMS is not a GLP-1 play. Its a platform play. Weight loss brings people in. But they stay for: Daily wellness Hormone optimization Mental health Dermatology Longevity Each vertical becomes stickier over time" @CMDarnton on X 2025-07-22 06:34:22 UTC 5209 followers, XXX engagements
"Wall Street is still benchmarking AMD vs Nvidia. Wrong lens. This isnt about winning the GPU war. Its about building the platform for the future of reality. And AMD is the only chip company built to win in this environment" @CMDarnton on X 2025-07-20 12:56:15 UTC 5150 followers, XXX engagements
"But AMDs chiplet architecture is modular. Like LEGO for silicon. Need more inference at the edge Swap in an accelerator tile. Need more memory bandwidth for LLMs Stack in a new HBM module. No need to redesign the whole chip just rebuild the configuration" @CMDarnton on X 2025-07-23 07:32:46 UTC 5209 followers, XX engagements
"To compute reality you need X layers: Patterned Reality The raw structure of the world Silicon Chips that translate it into digital signals Ontology Software that gives it meaning AMD powers Layer X. And Layer X is the bottleneck" @CMDarnton on X 2025-07-23 07:32:44 UTC 5209 followers, XX engagements
"And yet Blackwell is still telling. Because for the first time NVIDIA has made tentative steps toward a chiplet-style structure. Its a clear validation of AMDs decade-long vision: Small modular dies scale better than giant slabs" @CMDarnton on X 2025-07-20 08:28:48 UTC 5148 followers, 7206 engagements
"I studied Palantir like my life depended on it and it did. $X entry. Publicly documented. Multibagger. Now Im doing the same with $HIMS. This is conviction investing not trend-chasing" @CMDarnton on X 2025-07-15 13:18:23 UTC 5204 followers, 1835 engagements
"How I Made Over $764K In Early 20s Using Just One Investing Framework I did it through deep conviction. By mastering one metric. And by ignoring everything the crowd was chasing. Heres the full breakdown playbook included 🧵" @CMDarnton on X 2025-07-12 13:50:05 UTC 5137 followers, 3977 engagements
"Were entering the Age of Compute. And AMD isnt just another chip stock. Its infrastructure. Its strategy. Its leverage on the next industrial revolution. And most people havent figured that out yet" @CMDarnton on X 2025-07-23 07:32:53 UTC 5210 followers, XXX engagements
"This is why computation is now the infrastructure of progress. AI biotech climate models robotics defense systems neural simulations financial markets Every industry. Every breakthrough. It all depends on compute" @CMDarnton on X 2025-07-17 18:48:44 UTC 5173 followers, XXX engagements
"But not all chips are built equal. NVIDIAs architecture is powerful yes but its monolithic. Harder to scale. Less modular. AMD Built on chiplets small stackable modules. Faster to develop cheaper to manufacture easier to scale" @CMDarnton on X 2025-07-23 07:32:45 UTC 5209 followers, XX engagements
"The healthcare market is worth over $10T. If they carve out even X% this becomes a multi-bagger. And theyre just getting started: Weight loss Hormone Mental health Sleep & longevity Diagnostics This isnt a one-product brand. Its an empire in the making" @CMDarnton on X 2025-07-22 06:34:18 UTC 5209 followers, XXX engagements
"Then there's culture. Lisa Sus leadership is the greatest corporate turnaround of our generation. She built an underdog army agile obsessed with iteration allergic to bureaucracy. They don't aim to be second-best. They want to build the biggest computers in the world" @CMDarnton on X 2025-07-16 14:33:58 UTC 5206 followers, 15.9K engagements