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@DrTomsLens Avatar @DrTomsLens Dr. Tomislav Marinovic

Dr. Tomislav Marinovic posts on X about $zeta, $rbrk, $iren, cash flow the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence stocks cryptocurrencies finance technology brands exchanges automotive brands celebrities agencies travel destinations

Social topic influence $zeta #27, $rbrk #19, $iren #488, cash flow #54, $nbis #245, $zetas #1, infrastructure #2039, $rbrks #2, $rxrx #6, $hims #85

Top assets mentioned ZetaChain (ZETA) Rubrik, Inc. (RBRK) IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX) Hims & Hers Health, Inc. (HIMS) Palantir (PLTR) Tesla, Inc. (TSLA) Novo-Nordisk (NVO) Spotify Technology (SPOT) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) Eos Energy Enterprises, Inc. (EOSE)

Top Social Posts #

Top posts by engagements in the last XX hours

"Being an investor with a full-time job forces you to build something rare and valuable: data-driven intuition. When you cant track every tweet or headline you learn to lean on first principles: how industries evolve how value is created and what drives free cash flow over time. Mental models like that dont expire with the news cycle. They sharpen over time through trial and error. And in todays market that can be a real edge. Innovation is moving faster than most can follow: across AI infrastructure space biotech advanced manufacturing. Even full-time pros struggle to keep up. Even within one"
X Link @DrTomsLens 2025-10-14T19:36Z 1810 followers, 1329 engagements

"What if your next purchase doesnt happen on a website but through a livestream from a trusted creator with an AR try-on in your smart glasses Sounds futuristic Well it's already happening. And $ZETA is quietly building for it. Live shopping is no longer niche. Its one of the fastest-growing ecommerce formats in the U.S. projected to hit $7080B by 2030. In Asia its already mainstream. But this shift isnt just about livestreams. Its about how people will shop over the next decade: In real-time on phones or meta glasses From creators they trust With questions answered live Discounts offered on"
X Link @DrTomsLens 2025-10-12T23:18Z 1807 followers, 1612 engagements

"$RBRK: The Most Overlooked AI Opportunity As AI continues to scale exponentially everyones talking about exploding data center businesses like $NBIS and $IREN or energy providers racing to meet insatiable power demand. But few are talking about the companies protecting the data inside those data centers. Thats where Rubrik comes in. Unlike traditional cybersecurity firms focused on stacking protective walls Rubrik assumes that breaches will happen and designs its systems to recover quickly and safely after the attack begins. It isnt just about prevention its about resilience. Rubriks"
X Link @DrTomsLens 2025-10-05T20:26Z 1806 followers, 1762 engagements

"The underlooked part of $ZETA's value proposition isnt just that its platform is built around AI its that AI itself could enable a 4-day workweek for many workers as Jensen Huang suggested. That shift would likely increase average screen time per person and with it the odds of purchases driven by $ZETA's personalized targeted offerings. By that point $ZETA may know your shopping intent better than you do"
X Link @DrTomsLens 2025-10-15T05:56Z 1810 followers, 1377 engagements

"Congrats to $IREN bulls on these big (unrealized) gains. Just to clarify my comments from yesterday which seem to have been misunderstood: I believe $IREN is an exceptional business for this particular moment in time positioned to grow explosively as demand for compute scales exponentially. Their vertical integration with direct ownership of a significant portion of land and infrastructure favorable long-term renewable energy contracts and data center operations with industry-leading power usage efficiency (PUE) put them in a unique position to essentially print data centers. On top of that"
X Link @DrTomsLens 2025-10-07T13:50Z 1811 followers, 3394 engagements

"Agent Rewind: $RBRK's Undo Button for Agentic AI Most companies today are introducing AI agents into their workflows and for good reason. Agents automate repetitive and time-consuming tasks cut costs minimize human error and even improve decision-making. But the increasingly common warning never trust an LLM becomes especially ominous when it comes to security. Agents can screw up. And when they do they can screw up big time. Were talking about deleting databases pushing broken configs to production or triggering expensive cloud workflows all without human oversight. This isnt hypothetical."
X Link @DrTomsLens 2025-10-06T23:33Z 1809 followers, 1420 engagements

"@_visionarius Supergraph"
X Link @DrTomsLens 2025-10-12T23:44Z 1805 followers, XX engagements

"Reminder: $IREN is ripping and they dont even have a single AI or orchestration job listed. Not dismissing their renewable energy leverage but come on. This says a lot about where this industry is right now"
X Link @DrTomsLens 2025-10-06T16:52Z 1810 followers, 5082 engagements

"The Vault That Wont Open for Thieves: $RBRK Explained It begins with an alert at 3:14 a.m. The security team confirms the devastating news: a ransomware attack has encrypted critical systems across the organization. As the CIO reaches the emergency response center the questions hit hard: How far has it spread Has it affected only on-premises systems or has it moved into cloud and SaaS platforms Did attackers expose sensitive data Do we have clean backups How soon can we recover For teams facing this nightmare the stakes are existential. The lead engineer opens backup consoles juggling VPNs"
X Link @DrTomsLens 2025-10-05T18:37Z 1805 followers, 1746 engagements

"$ZETA: Strongly seasonal but the trend is unmistakably up and to the right. Quarter after quarter they havent just grown theyve beaten revenue expectations. XX quarters in a row. Even through post-COVID supply chain shocks rate hikes and macro uncertainty the pattern holds: Guide Beat Raise. And this is telling because Zeta is one of the rare businesses where macro headwinds can turn into tailwinds. When the broader market pulls back many companies double down on marketing to protect margins and that plays directly into $ZETA's hands. Right product. Right time. Right execution. $ZETA is"
X Link @DrTomsLens 2025-10-08T21:38Z 1810 followers, 4771 engagements

"$ZETA made its pivot into AI-native marketing intelligence back in 2017 at a time when only hardcore tech enthusiasts were paying attention to AI. Their CEO David Steinberg recently shared this story: When we went public in 2021 the banner we put on the New York Stock Exchange said: Data + AI = Intent. Everyone kept asking Whos AL and why is he in charge of your data policy At that time the market wasnt ready for AI. But Zeta started (too) early regardless. And now post-LLMs especially reasoning models (which in my opinion are the single most important invention of this decade) AI has gone"
X Link @DrTomsLens 2025-10-10T09:05Z 1807 followers, 1536 engagements

"Called it yesterday. Just didnt expect the feed to go full $ZETA overnight. One day early still counts as early right"
X Link @DrTomsLens 2025-10-09T13:04Z 1807 followers, 2382 engagements

"💊 Modern drug discovery isnt one-size-fits-all. Its evolving in three distinct directions: X. AI-First Platforms like Recursion $RXRX: This starts with AI. Recursion combines massive biological datasets with computer models and runs its own automated wet labs to test drug candidates. Its a closed-loop system: AI proposes lab tests and validates results feed back AI improves. All of this happens in-house allowing for fast iterative cycles. X. Biology-First Platforms like AbCellera $ABCL: This starts with biology. AbCellera uses microfluidics and single-cell tech to isolate promising"
X Link @DrTomsLens 2025-10-15T18:35Z 1810 followers, 1589 engagements

"$RBRK: The Cyber Resilience Layer for Physical AI As autonomous driving technologies like $TSLA's FSD $NBIS's Avride as well as humanoid robots like Tesla Optimus Figure or Boston Dynamics continue to evolve theyre becoming mini data centers on wheels and legs. These systems: Generate TBs of data per day per unit with fleets reaching petabyte scale Are cloud-connected for updates telemetry and MLOps while running real-time inference on-device Rely on continuous AI processing for safe operation Thats a massive new cyberattack surface and its only getting bigger. When the stakes are physical"
X Link @DrTomsLens 2025-10-05T22:44Z 1806 followers, 1369 engagements

"I dont usually comment on daily price moves. But after months of trading like a memecoin todays $HIMS breakout following a big announcement whether it holds or not feels different. It feels like a signal. Big capital is starting to wake up to the long-term potential here the kind that could lead to exponential free cash flow growth. That said lets be real: this is still the groundwork phase. As Ive said before I believe the true inflection point is still 1824 months away as the next growth verticals are yet to kick in: TRT and menopause At-home lab testing + AI doctor Peptides International"
X Link @DrTomsLens 2025-10-15T19:34Z 1810 followers, 1470 engagements

"To $HIMS bears: Just checking is that $NVO lawsuit still definitely coming this year I remember many legal experts here a few months ago. Did AI disrupt that business too"
X Link @DrTomsLens 2025-10-15T20:05Z 1810 followers, XXX engagements

"$ZETA brought two GOATs Tom Brady and Serena Williams as keynote speakers for Zeta Live. Will that directly drive revenue Hard to say. But coming just after yesterdays Investor Day the signal is clear: Zeta sees this as an inflection point. The foundation is built. The category shift is underway. Theyre ready to lead in AI-native marketing intelligence and they want the world (and the market) to know it. Its a flex. But its also a moment of serious positioning. And this is something Ive never fully understood about $HIMS. Partnering with someone like Carlos Alcaraz wouldnt just be about"
X Link @DrTomsLens 2025-10-09T19:32Z 1806 followers, 1718 engagements

"$ZETA's value proposition isnt that it uses AI its that the entire platform is AI-native. From data ingestion to campaign orchestration everything is built around multi-agent intelligence. Not AI layered on top but AI embedded end-to-end. Legacy players are enhancing 2010s-era marketing stacks with AI. Zetas platform is AI. And theres a big difference between being AI-enhanced and being AI-native. So investing in $ZETA is essentially a bet that native intelligence will outperform add-on intelligence even if the incumbents dominate in scale stature and market share today. Its a similar thesis"
X Link @DrTomsLens 2025-10-11T20:44Z 1810 followers, 3357 engagements

"Good point. LiveRamp and Acxiom are indeed leaders in identity and data resolution. But Zeta goes beyond that. Zetas SuperGraph is an AI-native system that uses GenAI to predict intent emotional response and optimal timing. This helps brands decide not only who to reach but also who not to like excluding customers unlikely to convert (because of a previous purchase) or those who could be frustrated by a credit rejection. I don't think competitors can do this. LiveRamp and Acxiom have AI tools too but their focus is more on data infrastructure and collaboration. Zeta is built specifically for"
X Link @DrTomsLens 2025-10-13T00:31Z 1805 followers, XX engagements

"This isnt just a tech upgrade. Its a re-architecture of science itself Chris Gibson CEO of $RXRX speaking today at GITEX Global 2025 in Dubai. In a packed keynote Gibson made the case that TechBiothe fusion of AI biology and automationwill fundamentally reshape how we discover and develop next-generation drugs. His core message: When you combine massive proprietary biological datasets with next-gen AI you dont just speed up discovery; You begin to understand biology at a scale that was once unimaginable. Thats the $RXRX bet in one line. This isnt just about faster drug development. Its about"
X Link @DrTomsLens 2025-10-15T17:00Z 1810 followers, 2965 engagements

"Just in from $ZETA Investor Day: Zetas growth isnt about chasing new customers its about deepening existing relationships. This chart shows Scaled Customer ARPU (revenue per enterprise client with $100k trailing twelve months or TTM spend) by customer tenure. Zeta earns 35x more from clients that stay 5+ years than from those in year one and these long-tenured customers now account for XX% of TTM revenue. For customers to keep expanding their spend with Zeta over time at least one of the following is likely true: X. Theyre getting results: measurable ROI with better conversion and lower"
X Link @DrTomsLens 2025-10-08T15:42Z 1810 followers, 5208 engagements

"I dont think they will. Selling off their ticket to physical AI in Avride and one of the worlds best data analytics engines in ClickHouse would be incredibly short-sighted. Both are compounding in value as usage and data volumes explode. In any case I trust Arkady to make the right call"
X Link @DrTomsLens 2025-10-05T11:36Z 1804 followers, XXX engagements

"Millions of people use iPhones because iOS offers a slightly better user experience than Android. Millions switched to $SPOT for the very same reason. And yet many of those same people reject the idea that $DUOL's slight UX edge built over years of real teaching data can create durable advantage over bare LLMstrained on none"
X Link @DrTomsLens 2025-10-08T22:06Z 1810 followers, 1132 engagements

"$RBRK's unique value proposition is simple but powerful: fight nefarious AI threats with good AI. As attackers increasingly weaponize AI to automate phishing evade detection and escalate intrusions defenders cant rely on static playbooks. Security needs to be intelligent semi-automated and adaptiveimproving over time just like the threats it faces. Thats where Rubrik comes in. Its cyber resilience approach starts with a key assumption: breaches will happen even with the best defenses. The real question is: what happens then Rubriks AI-powered platform detects anomalies hunts for indicators of"
X Link @DrTomsLens 2025-10-12T09:55Z 1810 followers, 1538 engagements

"According to recent reports $ORCL lost nearly $XXX million on $NVDA rentals last quarter. So let's break down what happened and answer whether a deal with $NBIS similar to $MSFT's would solve this problem for Oracle. First what happened: Oracle has been aggressively investing in Nvidias high-end Blackwell GPUs to scale its AI cloud platform called Oracle Cloud Infrastructure (OCI). These chips are expensive millions of dollars per rack and come with significant power cooling and infrastructure costs. Oracle made the bet that demand would catch up quickly but it didnt. With underutilized GPUs"
X Link @DrTomsLens 2025-10-07T16:59Z 1810 followers, 4419 engagements

"Currently learning about and sharing insights on $ZETA and $RBRK fascinating businesses. Thinking $PRME or $EOSE could be next. Curious which one(s) are you most interested to hear about"
X Link @DrTomsLens 2025-10-08T22:30Z 1810 followers, 4981 engagements