@MikeLongTerm Mike
AMD is gaining attention for its potential to reach a $5 trillion market capitalization, driven by its partnerships with major companies like Meta, Amazon, and Microsoft, and its growing presence in the AI sector. Grab, a Southeast Asian superapp, is also making headlines with its increasing institutional ownership, potential IPO in the Philippines, and partnerships with major investors. Palantir, another AI-focused company, is suing ex-employees over AI startup allegations and has been invited to the White House for an event with other major tech companies.
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Social Influence
Social category influence stocks #1859 finance #4172 technology brands 36.41% financial services #229 countries 9.5% exchanges 6.86% cryptocurrencies 6.6% automotive brands 5.54% travel destinations 1.06% social networks 1.06%
Social topic influence $grab #1, $amd #8, $pltr #9, breaking #1511, ai #4606, fund #127, pltr #11, $hims #47, money 9.23%, $nvda #92
Top accounts mentioned or mentioned by @amd @palantirtech @openai @grok @anthonypytan @lisasu @meta @peteroey @alexhungate @blackrock @amazon @eliano @norgesbank @amitisinvesting @wellsfargo @google @federalreserve @bankofamerica @lumalabsai @alipay
Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Advanced Micro Devices (AMD) Palantir Technologies Inc. (PLTR) Hims & Hers Health, Inc. (HIMS) NVIDIA Corp. (NVDA) Metadium (META) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) SPDR S&P [---] ETF Trust (SPY) BlackRock Inc (BLK) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) DIA (DIA) Eli Lilly and Company (LLY) HSBC Holdings PLC (HSBC) Novo-Nordisk (NVO) Goldman Sachs (GS) Broadcom, Inc. (AVGO) Bank of America (BAC) Walmart, Inc. (WMT) Block, Inc. (XYZ)
Top Social Posts
Top posts by engagements in the last [--] hours
"$PYPL @PayPal Painpal Q4 [----] Earning Preview🧵 PayPal is set to report its Q4 [----] earnings before market open on Tuesday February [--] [----] Consensus Revenue $8.7-$8.78B Adjusted EPS $1.29 Analysts expect modest growth overall with some moderation due to tougher comps from last year's holiday spending strength and ongoing investments in initiatives like Fastlane (one-click checkout) and partnerships ( Microsoft Copilot integrations). Investors will pay attention to: Total Payment Volume (TPV) Transaction Margin Dollars Active Accounts and Engagement Venmo and Branded Checkout Momentum Guidance"
X Link 2026-02-02T14:32Z 21.7K followers, [----] engagements
"BREAKING $AMD & @WellsFargo 🚨🚨🚨 Wells Fargo's senior equity analyst Aaron Rakers said any @AMD stock weakness is a buying opportunity Aaron also reiterated Overweight rating and $345 Price target. Wells Fargo's commentary remained bullish focusing on long-term AI/data center momentum and roadmap execution potentially making a path to $20+ EPS by [----] more visible. BREAKING $AMD HOLY 🐮$200m BUY🚀🚀🚀 13F Filing- AustralianSuper Pty($250B Fund) started a MASSIVE brandnew position on @AMD with [------] shares or $200000000 in [--] press BUY The FOMO in UNREAL I told you institutions have 4-9"
X Link 2026-02-08T02:05Z 21.7K followers, 16.4K engagements
"BREAKING $AMD HOLY🐮@BlackRock Bought🚨 13F Filing- Black Rock Inc($15 Trillion Fund) bought [--------] @AMD shares or $2.3B Buy the Dip Bring Total to: [---------] Shares J-Curve is just getting started for AMD $AMD $5 Trillion is too conservative🧐 If you think AI Inference market is small just wait until these top AI native companies roll out self-improvement agentic loop. AI Inference is likely to explode closer to 95% of AI TAM. And AI TAM will continue to expand as well https://t.co/p1MxDncySU $AMD $5 Trillion is too conservative🧐 If you think AI Inference market is small just wait until"
X Link 2026-02-12T18:06Z 21.7K followers, 25.8K engagements
"$PLTR BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with [--------] shares or $5149640932 See 13F below This is MASSIVE https://t.co/HSyGfoiC8J BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with [--------] shares or $5149640932 See 13F below This is MASSIVE https://t.co/HSyGfoiC8J"
X Link 2026-02-15T02:31Z 21.7K followers, [----] engagements
"$AMD to $5 Trillion $META is going Hyperscaler🧵 TLDR: Large GW scale system Hybrid of MI455X and EPYC Venice can lower Inference cost workload down to $0.0005 per million token or lower. Where $META can get the investment back in roughly [--] years at current rental rate $0.10$1+ per million tokens. Looking at the pace of innovation where AMD offers superior TCO on both Inference and Training ensure the roadmap to $5 Trillion Market Cap long Term. Meta is going to be a large long term customer. FY [----] Base: AI GPUs: $35-$50B EPYC Data Center: $15B-$17B Client Segment: $12-$13B Gaming: $6B"
X Link 2026-01-13T01:23Z 21.7K followers, 250.4K engagements
"BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with [------] shares "Dumb money" Has been the biggest sellers in this recent selloff The game hasn't changed with "Smart money" $PLTR When Dr. Karp called out Short seller 🥱 I still remembered when I posted this and all the @PalantirTech bears jumped on my throat. How Palantir is going to miss out earning talking about short sellers. How many retails were betting against this shorting with https://t.co/wcy7YE409C $PLTR When Dr. Karp called out Short seller"
X Link 2026-02-09T17:34Z 21.7K followers, 141.6K engagements
"Just in 🚨 $AMD Brandnew Slovenia Shareholder 13F Filing- NLB Skladi upravljanje premozenja($4.5B Fund) started a brandnew position on @AMD with [------] shares $AMD $ANET $NVDA ✅ For months I been saying $AMD would be able to get 20-25% market share at some point on GPUs and winning more than 50% market share on CPUs. [----] is the year that I'm going to be proven right. Im not a fortune teller I just chose to believe what Dr. https://t.co/iZExrEk4u7 $AMD $ANET $NVDA ✅ For months I been saying $AMD would be able to get 20-25% market share at some point on GPUs and winning more than 50% market"
X Link 2026-02-16T01:15Z 21.7K followers, [----] engagements
"if $635000 invested on $PLTR would worth $4m today or $6m at ATH YouTuber Logan Paul purchased this NFT for $635000 in [----]. Today it's worth $155. https://t.co/UnCN4nn2pi YouTuber Logan Paul purchased this NFT for $635000 in [----]. Today it's worth $155. https://t.co/UnCN4nn2pi"
X Link 2026-02-16T02:49Z 21.7K followers, 15.3K engagements
"BREAKING $GRAB & @BlackRock (13f) $BLK ($10+Trillion Fund) increased $GRAB Position by [-------] shares to total holding of [---------] shares . One of the $GRAB Largest shareholders. Fake news were Blackrock or JPM or UBer or Toyota are dumping $GRAB shares. Bears are all full of 💩 "Smart money" enjoys Q2 ER and the acclerated reinvestment for Organic Growth. "Smart money" is seeing high probability of 25-30% growth. BREAKING $GRAB & @jpmorgan massive buy $JPM ( $4 Trillion Fund) increased $GRAB postion massively by 20.84% or [--------] shares to total holding of [--------] shares (13f) Thanks to"
X Link 2025-08-12T16:31Z 21.6K followers, 71.8K engagements
"BREAKING $OPEN & @GoldmanSachs 13f filing- $GS increased $OPEN Position significantly by 54.30% or [-------] shares to a total holding of [--------] shares 🤔Big boys are pulling a short squeeze BREAKING $OPEN 13f filing-Qube Research & Technologies($28B Fund) initiated a massive brandnew position on $OPEN with [--------] shares 👀 https://t.co/dLuxtl7CmI BREAKING $OPEN 13f filing-Qube Research & Technologies($28B Fund) initiated a massive brandnew position on $OPEN with [--------] shares 👀 https://t.co/dLuxtl7CmI"
X Link 2025-08-31T13:50Z 21.7K followers, 150.6K engagements
"$GRAB long term shareholders should expect massive amount of new traders gonna come out and declare $50 or $100 next month/year Grab in the coming weeks/months I'm not going to participate on that. I knew my call on the fall to break was bold but it is doing exactly that(we are [--] days in the fall). I also think it is possible to get $1B quarter revenue by Q4 2025(currently at 50% odd). Most should only focus on fundamental. My DDs are available to search with my @MikeLongTerm at the cost of free.99. I do expect a wave of retail investors hype on this as the "tamer" already done with its core"
X Link 2025-09-12T21:47Z 21.7K followers, 120.4K engagements
"BREAKING $GRAB $GOTO Update 🔥🔥🔥 Context: Goto(Gojek) is the largest competitor of $GRAB in Indonesia previously lost to GRAB SuperApp in Thai(2021) and Vietnam(2024). Now is losing to GRAB in its home market(Indo) due to corruption investigation that linked founders and the business where Attorney General's Office of Indonesia found the link. Meaning There will be consequences for Goto and brand damage. Indonesia is the largest market for GRAB. Winning Indonesia coulld mean 40-50% growth. TLDR: Goto may go away in [----] assuming all the best possible outcomes with no confiscation from the"
X Link 2025-09-24T13:48Z 21.7K followers, 59.5K engagements
"BREAKING $AMD @BlackRock Blackrock Future U.S. Themes ETF increaesd @AMD position by [-----] shares or 691% to a total holding of [-----] shares $AMD @xai @Meta @Oracle vs $NVDA @OpenAI 🧵 On September [--] [----] NVIDIA and OpenAI announced a landmark strategic partnership including NVIDIA's commitment to invest up to $100 billion in OpenAI to support the deployment of at least [--] gigawatts (GW) of AI infrastructure. https://t.co/WDWBBXQLu8 $AMD @xai @Meta @Oracle vs $NVDA @OpenAI 🧵 On September [--] [----] NVIDIA and OpenAI announced a landmark strategic partnership including NVIDIA's commitment to"
X Link 2025-09-25T01:36Z 21.7K followers, 34K engagements
"$GRAB & Newest Segment w/ 70-80% Margin🔥🔥 Please don't FOMO leaving me more time to accumulate more cheap shares. I may have to raise fair valuation to $50B MC after this. Grab Holdings Limited AI SuperApp Southeast Asia's leading superapp launched its Dine-Out feature (also referred to as Dine Out Discovery) in early [----] as part of a broader push to diversify beyond delivery-centric services into in-person dining experiences. The feature allows users to discover nearby restaurants make reservations access exclusive deals. This is a newest and boldest development from @AnthonyPY_Tan. You"
X Link 2025-10-02T16:38Z 21.5K followers, 80.6K engagements
"$GRAB Tourism & GrabMap Flywheel 🧵 TLDR: Bullish. For those that want shorter version: "B" Grab Holdings Limited AI SuperApp Southeast Asia's leading superapp has transformed from a ride-hailing disruptor into a multifaceted ecosystem encompassing mobility deliveries financial services and now aggressively tourism and mapping technologies. Operating in eight countries (Cambodia Indonesia Malaysia Myanmar the Philippines Singapore Thailand and Vietnam) Grab serves over [--] million monthly transacting users. Launched in [----] as an in-house alternative to costly third-party providers like Google"
X Link 2025-10-06T13:04Z 21.5K followers, 51.4K engagements
"$GRAB $500B Market Cap is Inevitable Long Term🧵 GrabStay-The Next High Margin Segment. No this is not the $500B main thread(will write that later) just a title where I can get your attention to discuss this massive potential segment. Grab Holdings Limited Southeast Asia's AI SuperApp has masterfully evolved from a ride-hailing upstart into a multifaceted ecosystem encompassing mobility deliveries financial services advertising Tourism Dine-out and B2B Solution(GrabMap). With [----] revenue on track for $3.4$3.5b and adjusted EBITDA guidance raised to $460$480 million but should hit above $500m"
X Link 2025-10-15T16:59Z 21.7K followers, 125K engagements
"BREAKING $GRAB Breakthrough on GrabMap🔥🔥 To learn more: Tue [--] Oct [----] 10:00 AM - 12:00 PM (GMT+8.0) AI Centre of Excellence Lab Crawl [--] Media Close Singapore [------] (At MPH C) Grab Holdings Limited Southeast Asia's leading AI SuperApp for ride-hailing food delivery financial services and more has developed its proprietary mapping platform GrabMaps as a critical in-house technology to power its ecosystem. Unlike many competitors that rely on third-party maps like @Google Maps GrabMaps is built from the ground up using data collected from Grab's vast network of driver-partners across eight"
X Link 2025-10-27T13:40Z 21.7K followers, 41.9K engagements
"@PalantirTech Q3 ER Analysis🔥🔥🔥 $PLTR Q3 result showcased explosive growth fueled by surging demand for its Artificial Intelligence Platform (AIP) particularly in the U.S. commercial sector. Palantir delivered its strongest quarter ever with revenue growth accelerating for the ninth consecutive quarter. The "Rule of 40" score a benchmark for SaaS companies balancing growth and profitability hit a record 114% (63% revenue growth + 51% adjusted operating margin) up [--] points from Q2 and [--] points YOY. Revenue: Total U.S. revenue jumped 77% YoY to $883M comprising 75% of the top line."
X Link 2025-11-04T12:43Z 21.7K followers, 238.6K engagements
"BREAKING @PalantirTech Dr. Karp on CNBC🔥🔥 Brandnew Interview after Q3 [----] Earning Dr. Karp said this is market manipulation implying Michael Moron Burry and Andrew Moron Left🐻 Shorting $PLTR and $NVDA is shorting AI Shorting [--] fastest growing companies is "BATSHIT CRAZY And they will lose If you want to short Palantir be my guest We are PRINTING CASH Source & Credit: CNBC @PalantirTech Q3 ER Analysis🔥🔥🔥 $PLTR Q3 result showcased explosive growth fueled by surging demand for its Artificial Intelligence Platform (AIP) particularly in the U.S. commercial sector. Palantir delivered its"
X Link 2025-11-04T14:02Z 21.7K followers, 251.1K engagements
"BREAKING $AMZN & Smart Money 🔥🔥🔥 13F Filing- Principal Financial Group($500B Fund) increased @amazon position to [--------] shares $AMD $AMZN partnership will 🚀 in [----] 🔥 Amazon/AMD partnership is hidden among hot headlines from @OpenAI $NVDA $ORCL. TLDR: @amazon refused to bid up the overpriced $NVDA chips among other hyperscalers and decided to work closely with $AMD. Amazon is expected to spend up https://t.co/3I4mKacAHd $AMD $AMZN partnership will 🚀 in [----] 🔥 Amazon/AMD partnership is hidden among hot headlines from @OpenAI $NVDA $ORCL. TLDR: @amazon refused to bid up the overpriced"
X Link 2025-11-04T20:20Z 21.7K followers, [----] engagements
"BREAKING $AMD & Large Purchase🚀🚀🚀 13F Filing- Ing Groep Nv($1.1 Trillion Fund) increased @AMD position MASSIVELY by 446.97% or [------] shares to a total holding of [------] shares $AMD Roadmap to $5 Trillion LT & $AMZN is a key customer-Analysis after Q3 ER 🧵 Dr. @LisaSu 🤝 @ajassy (LT=Long Term) @AMD and @amazon have long shared a mutually beneficial partnership in the cloud and AI ecosystem. AMD supplies EPYC CPUs and Instinct GPUs to AWS powering a https://t.co/RUL4OqlnW3 $AMD Roadmap to $5 Trillion LT & $AMZN is a key customer-Analysis after Q3 ER 🧵 Dr. @LisaSu 🤝 @ajassy (LT=Long Term)"
X Link 2025-11-06T21:52Z 21.7K followers, 58.7K engagements
"$GRAB & Evercore ISI $8 PT Comment 🔥🔥🔥 Mark Mahaney a senior analyst at Evercore ISI (ranked among the top tech analysts on Wall Street with a 4.5-star TipRanks rating and 65% success rate) is the most bullish on Grab Holdings Limited ($GRAB). On November [--] [----] immediately following the company's Q3 earnings release he raised his Outperform (Buy equivalent) rating and hiked the price target to $8 from $7 Mahaney's optimism stems from Grab's accelerating path to profitability robust ecosystem growth in Southeast Asia's "super app" model and resilient consumer demand amid economic"
X Link 2025-11-09T14:42Z 21.7K followers, 124.7K engagements
"BREAKING F***KING NEW $GRAB & @BlackRock 🚀 🚨🚨🚨 🚨🚨🚨🐂🚨🚨🚨🚨🚨🚨 13F Filing- BlackRock Inc(The World's Largest Fund) increased $GRAB position MASSIVELY prior $GOTO Catalyst by [-------] shares. Total Holding: [---------] shares This made Blackrock the 2nd largest Shareholder excluding Non-institutional onwers $GRAB Rule of [--] Calculation🧵 Yes I consider $GRAB as an AI Software SuperApp. Q3 Revenue: $873 million (up 22% YoY). Q3 Adjusted EBITDA: $136 million (up 51% YoY from $90 million). Adjusted EBITDA Margin: $136M $873M 15.6%. Quarterly Rule of [--] Rule of [--] = 22%"
X Link 2025-11-12T20:21Z 21.7K followers, 130.9K engagements
"BREAKING @PalantirTech & MASSIVE BUY 🚀🚀🚀 13F Filing- Legal & General Group($1.1 Trillion Fund) bought [------] $PLTR shares. Total Holding: [--------] shares BREAKING @PalantirTech & MASSIVE BUY 🚀🚀🚀 13F Filing- @BlackRock ( World's Largest Fund) bought [--------] $PLTR shares Total Holding: [---------] shares Meanwhile Burry is gambling with Palantir puts to force "Dumb money" to remember his [----] legacy. Burry won $100 million https://t.co/XtriGMXGOm BREAKING @PalantirTech & MASSIVE BUY 🚀🚀🚀 13F Filing- @BlackRock ( World's Largest Fund) bought [--------] $PLTR shares Total Holding: 188505957"
X Link 2025-11-13T13:23Z 21.6K followers, 12.4K engagements
"BREAKING $HIMS & Largest Switzerland Fund 🚀🚀 13F Filing- UBS Group AG($6.1 Trillion Fund) increased $HIMS position by 12.28% or [------] shares. Total Holding: [-------] shares $HIMS Institutional onwership is now 105.62% 🤣🤣 @wearehims Short sellers are shorting the stock so much that now Institutional ownerships passed 105% The reason:Institutions that are shorting the stock (betting on a price decline) must borrow shares from long holders to https://t.co/gywWprxkb1 $HIMS Institutional onwership is now 105.62% 🤣🤣 @wearehims Short sellers are shorting the stock so much that now"
X Link 2025-11-14T02:05Z 21.5K followers, 79.1K engagements
"BREAKING $GRAB & Citadel 👀👀👀 In its Q3 [----] 13F filing Citadel Advisors reported holding call options representing [--------] underlying shares of Grab Holdings Limited ($GRAB) valued at approximately $60.4 million as of September [--] [----]. A 159.97% increase from prior filing. What Ken Griffin knows that we don't. 🤔 $GRAB & $GOTO Ongoing Negotiation🧵 As of November [--] [----] discussions around a potential merger or acquisition between Grab Holdings Ltd and PT GoTo Gojek Tokopedia Tbk have intensified driven largely by Indonesian government involvement Timeline: November 10-12 2025:"
X Link 2025-11-19T14:19Z 21.7K followers, 22.9K engagements
"$GRAB & $GOTO Mobility/Delivery $1.5B 🧵 TLDR: Saving synergy and cross-selling in [--] years or less is more than enough for $1.5B. Consider this a decent deal for $GRAB. As the digital economy in Southeast Asia reaches a critical inflection point on Grab Holdings AI SuperApp stands poised to redefine its regional dominance with a transformative $1.5 billion acquisition of GoTos ($GOTO) mobility and delivery business. This strategic maneuver promises to cement Grabs leadership in Indonesia potentially securing a 91-95% market share in the regions largest ride-hailing and delivery market."
X Link 2025-11-24T15:21Z 21.7K followers, 136.8K engagements
"$GRAB is👑 Post- $GOTO GROWTH Super🧵 Grab Holdings a leading Southeast Asian SuperApp is poised for transformative growth following its potential $1.5 billion acquisition of GoTos mobility and delivery segments. This strategic move backed by Indonesian and Singaporean regulatory support aims to consolidate Grabs market dominance in Indonesia (SEAs largest market) to a 9295% share effectively creating a near-monopoly. This thread explores the financial operational and strategic implications projecting revenue growth at 3040% annually over the next five years (20262030) driven by synergies"
X Link 2025-11-30T19:58Z 21.7K followers, 174.8K engagements
"BREAKING $GRAB New BOD member👀 Grab Holdings Ltd (NASDAQ: $GRAB) announced updates to its board of directors on Monday. According to a press release statement filed with the U.S. Securities and Exchange Commission Laura Franco former Executive Vice President and General Counsel of Madison Square Garden Entertainment Corp. and Sphere Entertainment Co. has joined the board as an independent director effective Monday. The company also stated that Ng Shin Ein has retired from the board as of the same day. Grab Holdings Ltd is headquartered in Singapore and provides business services in the"
X Link 2025-12-01T12:48Z 21.7K followers, 10.1K engagements
"Just in $GRAB $JPM $HSBC IMF World Bank🧵 Grab Holdings Southeast Asia's leading AI SuperApp is uniquely positioned to capitalize on the region's projected 4.8%-6% GDP growth in [----] and beyond driven by resilient consumer demand digital transformation and supply chain shifts. As a diversified platform offering ride-hailing (Mobility) food and grocery delivery (Deliveries) and financial services (Fintech) Grab benefits directly from these macro tailwinds. The company's ecosystem serving [--] million monthly transacting users (MTUs) across eight SEA countries amplifies growth through network"
X Link 2025-12-03T18:25Z 21.7K followers, [----] engagements
"BREAKING @PalantirTech @nvidia @CenterPoint 🚀 $PLTR Launches Chain Reaction to Build American AI Infrastructure; Founding Partners Include CenterPoint Energy and $NVDA DENVER--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR) today unveiled Chain Reaction the operating system for American AI infrastructure. The bottleneck to AI innovation is no longer algorithms; it is power and compute. America is at an inflection point in the energy infrastructure buildout and it requires software built for an entirely different scale. Chain Reaction is designed to address this directly by"
X Link 2025-12-04T10:43Z 21.5K followers, 58.4K engagements
"$GRAB Structure is Similar to $AMZN Analysis 🧵 Grab Holdings Limited Southeast Asia's leading AI SuperApp operates as a multi-sided platform connecting users drivers merchants and financial partners across eight countries (Cambodia Indonesia Malaysia Myanmar the Philippines Singapore Thailand and Vietnam). Founded in [----] as a ride-hailing app (originally MyTeksi) Grab has evolved into an "everyday everything" ecosystem mirroring the diversification strategies of global tech giants. As of Q3 [----] Grab serves [--] million monthly transacting users (MTUs) processes over [---] million food delivery"
X Link 2025-12-12T15:05Z 21.7K followers, [----] engagements
"$GRAB Another Howard Marks Interview ✅ Context: Oaktree Capital bought 10.2m $GRAB shares in Q1 [----]. 1.29m shares in Q2 and 0.52m shares in Q3. With Goto Mobility/Delivery at $1.5B it would make mean $GRAB is trading at around [--] P/S of FY2026 with $6B in Cash. Marks often reminds readers that you cant predict but you can prepare. By lining up Grabs strengthening balance sheet fastimproving economics and hidden fintech option value against a stock price still anchored to [----] pessimism he appears to be doing exactly that. Yes Howard is up on his position. If you strip out the cash. GRAB"
X Link 2025-12-13T02:42Z 21.7K followers, 150.1K engagements
"@PalantirTech Q4 will hit $1.4-$1.5B 🧵 $PLTR is not merely positioned to reach quarterly revenue in the range of $1.4$1.5 billion; the company has already surpassed the lower end of this threshold and is on a clear trajectory to exceed it consistently in the near term. The company's explosive growth driven primarily by its Artificial Intelligence Platform (AIP) has transformed Palantir from a government-focused software provider into a leader in enterprise AI with accelerating commercial adoption fueling record-breaking financial performance. At the core of Palantir's momentum is AIP"
X Link 2025-12-14T19:30Z 21.7K followers, 30.9K engagements
"BREAKING $ORCL Clapped back 😳 So much fake new and misinformation for months for one purpose to clap AI stocks like $AMD $NVDA $TSM $AVGO. Spreading even more FUD. @Oracle Corp. has pushed back against reports of potential setbacks in its major data center project in Michigan stating that final negotiations for an equity partnership are "on schedule" and explicitly do not involve Blue Owl Capital.Key Oracle statement: The company's development partner Related Digital selected "the best equity partner from a competitive group of options which in this instance was not Blue Owl." This response"
X Link 2025-12-17T16:00Z 21.7K followers, 58K engagements
"BREAKING @PalantirTech Unlocked OneMedNet Potential ✅ OneMedNet Corporation (NASDAQ: $ONMD) ("OneMedNet" or the "Company") the leading curator and provider of one of the world's largest regulatory-grade AI-ready Real-World Data (RWD) network announced today that Aaron Green President and CEO issued the following letter to shareholders and other stakeholders of the Company: Dear OneMedNet Shareholders Partners and Family [----] has been a year of focus for OneMedNet focus on our platform focus on our people and focus on executing our strategic plan to lay the foundation for growth in [----]. As"
X Link 2025-12-22T14:23Z 21.6K followers, [----] engagements
"$GRAB Future B2B Expansion ✅ @alexhungate @peter_oey @AnthonyPY_Tan Grab Holdings Southeast Asia's leading AI superapp already offers several B2B products through its enterprise arm (Grab for Business) and related services targeting corporations SMEs merchants and institutions. These include corporate transport/delivery management advertising mapping and fintech solutions for businesses. Looking ahead Grab is well-positioned to expand B2B offerings by leveraging its vast user data logistics network AI capabilities hyperlocal expertise and growing digital banking operations (GXS Bank in"
X Link 2025-12-23T14:38Z 21.7K followers, [----] engagements
"$GRAB Does it have MOAT🧵 TLDR: Can a business with NO MOAT get 0% to 70-75% Market Share and soon to be 90-95% Grab Holdings operates as Southeast Asia's leading AI SuperApp integrating ride-hailing (Mobility) food/grocery delivery (Deliveries) digital payments lendingother financial services and B2B solutions across eight countries: Singapore Malaysia Indonesia Thailand Vietnam Philippines Cambodia and Myanmar. Critics particularly bearish investors frequently argue that Grab lacks a sustainable economic moat that shields it from competitors and ensures long term profitability. They point"
X Link 2025-12-24T14:24Z 21.7K followers, 30.2K engagements
"BREAKING @PalantirTech @SurfAir ✅ Company highlights recently expanded relationship with Palantir Technologies (NASDAQ: PLTR) to support commercial rollout of SurfOS in [----]. LOS ANGELES--(BUSINESS WIRE)-- Surf Air Mobility Inc. (NYSE: $SRFM) (the Company Surf Air Mobility or Surf Air) a leading air mobility platform today provided an update on SurfOS its AI-enabled software designed for the private aviation and air mobility industries. Powered by Palantir Technologies (NYSE: $PLTR) AIP and Foundry platforms SurfOS aims to integrate the fragmented air mobility ecosystem into a unified"
X Link 2025-12-30T13:23Z 21.6K followers, [----] engagements
"BREAKING $GRAB $7 Price Target BUY Rating✅ Barclays analyst Jiong Shao Maintains Grab With Buy Rating Maintains Target Price $7 http://GRAB.US $GRAB Today Proposal in Indonesia 🧵 The situation involves a draft presidential decree (Perpres in Indonesian) under review by President Prabowo Subianto as exclusively reported by Reuters today. This draft proposes sweeping changes to Indonesia's ride-hailing and on-demand https://t.co/TlgWAx6POD http://GRAB.US $GRAB Today Proposal in Indonesia 🧵 The situation involves a draft presidential decree (Perpres in Indonesian) under review by President"
X Link 2026-01-15T12:58Z 21.7K followers, 71.9K engagements
"BREAKING $AMD & $RIOT 25-200MW 🚀🚀🚀 Riot Announces Fee Simple Acquisition of Land and First Data Center Lease with AMD at the Rockdale Site CASTLE ROCK Colo. Jan. [--] [----] (GLOBE NEWSWIRE) -- Riot Platforms Inc. (NASDAQ: RIOT) (Riot or the Company) a Bitcoin-driven industry leader in the development of large-scale data centers and bitcoin mining applications is pleased to announce a series of transformative transactions that firmly establish the Companys rapidly scaling data center business including: The fee simple acquisition of [---] acres of land at Rockdale currently occupied by Riot (the"
X Link 2026-01-16T14:15Z 21.4K followers, 27.7K engagements
"$GRAB $GOTO Capital Raised in Absolute term 🧵 [--]. $GOTO Gojek GoTo raised more than $9B from 2014(This was confirmed by Nadiem and others) Current Cash: $1.1B. Debt: $300m+ $286m(Credit Line) In absolute term: $GOTO burnt $8.5B to get here today with roughly $500m-$800m in Cash and losing market share quarterly. Used to be available in 8-10 countries now just in Indonesia. Goto wouldn't exist without Nadiem years of corruption and pretty much funded by Indonesia state owned companies and people. Nadiem founded Gojek which later merged with Tokopedia to form GoTo. [--]. GRAB SuperApp $GRAB raised"
X Link 2026-01-16T23:07Z 21.7K followers, [----] engagements
"$GRAB & Tiger Global The true OG🧵 From this interview I found out Jason Tan from Tiger Global used to help/support GRAB $65m Series C funding round in [----]. This funding round was led by Tiger Global. Anthony emphasized that strong investors like those from Tiger provided not just capital but strategic guidance helping Grab navigate growth in Southeast Asia's competitive landscape (against Uber at the time). Jason Tan's involvement aligns with Tiger's lead role in that round where he was instrumental in Asian tech deals. As of today Tiger has not sold a single share and holds 92.9m shares"
X Link 2026-01-17T00:35Z 21.7K followers, [----] engagements
"Dr. Karp CEO of @PalantirTech & @BlackRock CEO🎙 Full Interview at @Davos $PLTR Dr. Karp sat with Larry Fink CEO of $BLK Video Source: http://www.youtube.com/watchv=_fqxZKdb3J0 BREAKING @PalantirTech Dr. Karp 👀 $PLTR CEO Dr. Karp dismissed AI Bubble Concern a lot of AI just doesnt work. "People have tried things that just can never work. You buy a LLM put it on your stack and wonder why it's not working" Dr. Karp mentioned that the adoption https://t.co/HcmXHuYrPb http://www.youtube.com/watchv=_fqxZKdb3J0 BREAKING @PalantirTech Dr. Karp 👀 $PLTR CEO Dr. Karp dismissed AI Bubble Concern a lot"
X Link 2026-01-22T01:58Z 21.4K followers, 26.6K engagements
"BREAKING @Tesla CEO @elonmusk with @BlackRock CEO interview. $TSLA Elon Musk Speaks at @Davos with $BLK CEO Larry Fink Elon said No Alien Elon talks about AI robotic over the long term. Energy/Solar AI Data Center in Space Source: CNBC at @Davos Dr. Karp CEO of @PalantirTech & @BlackRock CEO🎙 Full Interview at @Davos $PLTR Dr. Karp sat with Larry Fink CEO of $BLK Video Source: https://t.co/ChsMqsUbAc https://t.co/PvUqQaewVw Dr. Karp CEO of @PalantirTech & @BlackRock CEO🎙 Full Interview at @Davos $PLTR Dr. Karp sat with Larry Fink CEO of $BLK Video Source: https://t.co/ChsMqsUbAc"
X Link 2026-01-22T15:52Z 21.4K followers, [----] engagements
"BREAKING $GRAB & Fiduciary Alliance ✅ 13F Filing- Fiduciary Alliance($2B Fund) increased $GRAB position sharply by 63.55% or [------] shares. Total Holding: [------] shares BREAKING $GRAB & Infermove 🚀🚀🚀 Grab is seeking to reduce costs rapidly speed up deliveries and make customers happier with its ride-hailing and delivery offerings by automating more utilizing Infermove Tech. This will make $GRAB services even more affordable and the https://t.co/qejcOaiu2j BREAKING $GRAB & Infermove 🚀🚀🚀 Grab is seeking to reduce costs rapidly speed up deliveries and make customers happier with its"
X Link 2026-01-22T16:59Z 21.6K followers, 33.4K engagements
"BREAKING $AMD another $105m Purchase 🚀🚀 13F Filing- Massachusetts Financial Services($650B Fund) increased @AMD MASSIVELY by 268.37% or [------] shares. Total Holding: [------] shares BREAKING $AMD $227 million Purchase 🚀🚀🚀 13F Filing- Ofi Invest Asset Management($200B Fund) increased @AMD position MASSIVELY by 1353.31% or [------] shares. Total Holding: [------] shares "Smart money" FOMO WAVE is starting https://t.co/hWiuMC2JNK BREAKING $AMD $227 million Purchase 🚀🚀🚀 13F Filing- Ofi Invest Asset Management($200B Fund) increased @AMD position MASSIVELY by 1353.31% or [------] shares. Total"
X Link 2026-01-22T23:07Z 21.4K followers, [----] engagements
"$GRAB COO @alexhungate $WRD Ai.R AV 🤖 "Had a great afternoon bringing AV Steering Committee (AVSC) members including Senior Minister of State Sim Ann and Minister of State Alvin Tan on one of our Ai.R hashtag#AV shuttle rides in Punggol. Weve officially moved into the community rides phase so were inviting Punggol residents to trial the service and give us feedback. Every learning and insight we get will be used to make sure the service is the safest most reliable and seamless it can be for public launch. I headed to Punggol a few days ago to learn directly from our amazing AV crew. Its"
X Link 2026-01-23T18:07Z 21.6K followers, [----] engagements
"BREAKING $AMD & $30m Purchase 🚀🚀🚀 13F Filing- Factory Mutual Insurance($30B Fund) increased @AMD position substantially by 155.87% or [------] shares. Total Holding: [------] shares BREAKING $AMD @CathieDWood $NVDA 👀 Ark Invest's Cathie Wood think @AMD will challenge @nvidia this year. Context: AMD is #9 with 3.96% allocation on her portfolio. https://t.co/Wiwd3HE1Gf BREAKING $AMD @CathieDWood $NVDA 👀 Ark Invest's Cathie Wood think @AMD will challenge @nvidia this year. Context: AMD is #9 with 3.96% allocation on her portfolio. https://t.co/Wiwd3HE1Gf"
X Link 2026-01-24T14:38Z 21.6K followers, 16.6K engagements
"BREAKING $AMD Top Pick by @BankofAmerica 🚀 Bank of America's senior semiconductor analyst Vivek Arya has consistently highlighted AMD (Advanced Micro Devices) as one of the key undervalued players in the compute segment of the semiconductor industry particularly in the context of accelerating AI and high-performance computing demand. In a client note yesterday Vivek noted $AMD is top pick for the next [--] years. He expected @AMD to grow 42% sale and 49% Adjusted EPS growth into [----]. This ties directly into AMD's expanding role in AI accelerators ( Instinct MI series GPUs) and data center CPUs"
X Link 2026-01-27T11:34Z 21.7K followers, 21.8K engagements
"BREAKING $GRAB $GOTO Delivery Hero 🚨🚨🚨 [--]. Goto Indo More recently GoTo secured a new term loan of Rp [----] trillion ($290M) in September [----] with 10% (Rp [---] billion) used just to pay off old debt. Sources indicated this is a massive red flag. "they're taking new loans to service old debt." " $GOTO would only last 12-18 months at this pace" I knew that Goto has no leverage but this is much worse than I anticipated [--]. Foodpanda/ Delivery Hero Foodpanda exited Thailand recently and trying to sell to $GRAB but Grab walked away and won most Thai market share Foodpanda is still remaining in"
X Link 2026-01-27T14:51Z 21.4K followers, [----] engagements
"BREAKING SK Hynix $KRW surpasses TSMC $TSM in Q4 profit margin 1st time in [--] years $AMD $NVDA $AVGO"
X Link 2026-01-28T13:39Z 21.7K followers, [----] engagements
"BREAKING $TSLA Earning Result 🚨🚨🚨 Revenue $24.901B vs $24.778B est EPS $0.50 vs $0.45 est @Tesla said to double compute size in Texas $TSLA @Tesla Q4 Earning Consensus 🧵 Revenue: $24.5-$25.1B Non-GAAP EPS: $0.44-$.45 GAAP EPS: $0.30-$0.35 Automotive gross margins: 16-17% compressed due to pricing competition (especially in China) lower regulatory credits and loss of some incentives/subsidies. Energy https://t.co/H5pmGolver $TSLA @Tesla Q4 Earning Consensus 🧵 Revenue: $24.5-$25.1B Non-GAAP EPS: $0.44-$.45 GAAP EPS: $0.30-$0.35 Automotive gross margins: 16-17% compressed due to pricing"
X Link 2026-01-28T21:09Z 21.4K followers, [----] engagements
"BREAKNG $HIMS & @UBS 🚀🚀🚀 13F Filing- UBS Group($7 Trillion Fund) Increased @himshouse position substantially by 58.84% or [-------] shares. Total Holding: [-------] shares https://twitter.com/i/web/status/2016936415746027861 https://twitter.com/i/web/status/2016936415746027861"
X Link 2026-01-29T18:08Z 21.7K followers, 44.1K engagements
"BREAKING $SNDK Earning Result 🚨🚨🚨 Revenue $3.025B vs $2.599B Est EPS $6.20 vs $3.12B est"
X Link 2026-01-29T21:08Z 21.4K followers, [----] engagements
"$GRAB CFO @peter_oey discussed $7.4B warchest✅ Having shifted away from aggressive "growth at all costs" spending achieved sustained profitability and built a strong balance sheet the company is now prioritizing prudent disciplined capital allocation over rapid or risky deployment of its cash reserves. The overall tone is positive highlighting financial strength strategic maturity and a focus on sustainable long-term value in a competitive Southeast Asian market. The message is clear to all losing money competition we are not afraid of competition- For years now The war chest "wont be spent"
X Link 2026-01-30T11:48Z 21.4K followers, 16.6K engagements
"BREAKING $GRAB $GOTO Update🚀🚀🚀 My sources confirmed Telkomsel only has 2% of voting power. And $GRAB is not interested buying entire $GOTO business because they are all losing money just mobility/delivery as a favor for the President to consolidate this space to end price war. Telkomsel $GOOGL HSBC and all others invested in $GOTO are down massively. Particularly Telkomsel has $440m unrealized loss. And $GOTO is dying. The most profitable segment is Goto-Fin which was recently clapped from 0.4% interest a day down to $0.1% in Jan [----] by the President meaning it is burning money right now."
X Link 2026-01-30T13:32Z 21.5K followers, 15.6K engagements
"BREAKING $AMD & @WellsFargo $345 PT🚨🚨🚨 Wells Fargo analyst Aaron Rakers reiterates Advanced Micro Devices (NASDAQ: @AMD ) with a Overweight and maintains $345 price target. Continued CPU leadership and ongoing market share gains. Strengthening AI positioning through the data center GPU portfolio. Momentum from the Helios systems strategy (a rack-scale solution co-developed with partners like Meta for high-density AI compute). A maintained view of "insatiable" data center compute demand driving growth. Expectations that strong execution on the product roadmap will make AMD's path to $20+"
X Link 2026-01-30T15:53Z 21.7K followers, 14.7K engagements
"$AMD Fake New from SemiAnal & @WellsFargo ✍ TLDR: Yea I rather trust $WFC than 🤡at SemiAnal The downward pressure came after SemiAnalysis reportedly claimed @AMD MI450-series chips were behind schedule. However Wells Fargo analyst Aaron Rakers quickly countered these assertions suggesting the claims were unfounded based on his teams research. According to Rakers AMDs development on TSMCs N2 (2nm) process technology remains on track with the company having already completed tape-out and shipped Venice EPYC processor samples that use the same process node as the upcoming MI450-series. The N2"
X Link 2026-01-30T16:51Z 21.4K followers, 14.6K engagements
"BREAKING $GRAB & Thailand Charging Network✅ Thailand: Sharge to establish nationwide charging network for Grab Thai EV charging service provider Sharge has partnered with Grab to build a dedicated charging network for the company. It plans to invest over [---] million baht (around [----] million euros) in the project. Sharge will initially set up three charging stations under a pilot programme one each at Suvarnabhumi Airport and Don Mueang Airport in Bangkok and one in Pattaya (Chonburi Province). More than [--] per cent of Grab drivers in these areas have already adopted EVs. By [----] Sharge plans"
X Link 2026-01-30T17:01Z 21.4K followers, [----] engagements
"$GRAB CFO @peter_oey Full Article ✍ Will post the video if they decide to release it. After years of cost cuts restructuring and a hard pivot away from growth at all costs Grab is emerging from profitability with a sizable cushion: about $7 billion in cash on its balance sheet. But that war chest wont be spent in a rush. In a fireside chat at the Indonesia PE-VC Summit on Thursday Grabs chief financial officer Peter Oey said the tech giants capital deployment strategy remains anchored on two priorities that have largely stayed unchanged over the past few years: sustaining organic growth while"
X Link 2026-01-30T21:14Z 21.4K followers, [----] engagements
"$AMD CTO Full Interview✍ Mark Papermaster @AMD CTO / Ian Interviews #47 Mark Papermaster CTO and Executive Vice President at AMD discusses his career journey and AMD's focus on innovation (0:00). He reflects on AMD's transformation from [----] to the present highlighting the impact of Zen architecture and the company's shift to being a solutions provider (2:40). Zen's Proving Ground Years Papermaster refers to the first two generations of Zen as "proving ground years" where AMD established credibility as a consistent innovator and delivered leadership performance (4:57). Sustained Performance"
X Link 2026-01-30T22:19Z 21.4K followers, [----] engagements
"BREAKING $GRAB & $16.3m Brandnew Position✅ 13F Filing-Jennison Associates($220B Fund) started a brandnew position on $GRAB with [-------] shares. So Mike What do you think Retail kept selling and "Smart Money" swallowed millions of shares Because this is a long duration stock where most retail investors won't see that quick 100%-200% gain in weeks or months. I talked about Silver in the sub $20 $30 when they were chasing Quantum nonsense stocks. Recently they were bragging about buying Silver at $100-$110 and how it will go to $300 or $1000(didnt happen). Just like that I'm buying $GRAB and"
X Link 2026-01-30T22:40Z 21.7K followers, 14.2K engagements
"BREAKING $GRAB & Short Interest ➡ After Grab Short Interest reached near ATH new data showed [---------] shares shorted - source: NASDAQ Or 7.15% of Float. Essentially Flat. Seeing Large institutions moving to more call options than shares. Made a thread on this for subscribers and explained there. No covering from short sellers so far. Earning is less than [--] weeks away I'm excited Not Financial Advice BREAKING $GRAB & $16.3m Brandnew Position✅ 13F Filing-Jennison Associates($220B Fund) started a brandnew position on $GRAB with [-------] shares. So Mike What do you think Retail kept selling and"
X Link 2026-01-31T01:12Z 21.6K followers, 13.6K engagements
"BREAKING $HIMS Short Interest near ATH @himshouse [--------] shares shorted-source: NYSE [-----] % of float. Institutional Onwership 105% Insane control from Short Sellers while fundamental is still solid Not Financial Advice $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9 $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9"
X Link 2026-01-31T01:20Z 21.4K followers, 46.8K engagements
"If $GOTO gonna go away in 2-3 years. Should $GRAB Buy $GOTO Mobility/Delivery Segment for $1-$1.5B What do you think Yes No Yes No"
X Link 2026-01-31T16:08Z 21.5K followers, [----] engagements
"BREAKING $GRAB Philippines Tourism ✅ TLDR: More Visa-Free Tourism and SEA is getting more friendly to $GRAB. This is logical as the largest employer in SEA where market share is 75% and inching to ward 90-95%. Philippines: 8-9 million (relatively flat from 2024-2025) $GRAB has nearly 95% market share on Mobility and 65%+ on Food Delivery but overall Delivery is higher since this segment is now much bigger with Dine-out Ads Quick-Commerce. Philippine Department of Tourism (DOT) officially named Grab as its Digital Tourism Partner through a Memorandum of Agreement (MOA) bakc in Sept/Oct 2025."
X Link 2026-01-31T17:51Z 21.5K followers, [----] engagements
"$AMD @WellsFargo also owns 9m @AMD shares✍ This kind of fake new been floating around since [----]. It is good to see large institutions came out this quick to debunk fake new from SemiAnal. $WFC 9m share represented 46% increase from prior 13F or roughly $2.1B in value. We need more high conviction like this to call out all the fake new and BS FUD. Wells Fargo also named AMD the best or Top pic for [----] due to its potentialin AI and Data Center where Margin will expand substantially. Aaron Rakers who also serves as the Managing Director and Senior Equity Analyst. He was the first to debunked"
X Link 2026-01-31T18:15Z 21.5K followers, [----] engagements
"@D_TuanMinh Because at $1.5B $GRAB can get it back in 1.5-2yrs. Consolidation liek this will speed up the flywheel much faster on other segments/services on overall growth. And you are correct on a dying business hence $GRAb has maximum leverage"
X Link 2026-01-31T18:38Z 21.4K followers, [---] engagements
"BREAKING $AMD Holy 🐮Massive $1.66B BUY🚨 13F Filing- Jennison Associates($220B Fund) increased @AMD position MASSIVELY by [-------] shares or 181.61%. Total Holding: [--------] shares. Not too long ago they started with [----] shares. This is the type of bet that think x3-x5 or x10 for its potential the near-medium and long term. $AMD $NVDA $TSM @OpenAI 🧵 I talked about this since October [----] after OpenAI inked a 6GW deal with @AMD. I said there wasn't a contract with $NVDA and $AVGO yet. And I was right. Months of name calling and now confirmed. $AVGO also confirmed no discussion until"
X Link 2026-01-31T21:16Z 21.7K followers, 39.8K engagements
"$GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the time I also started my initial buy. GRAB was trading at [--] P/S when it IPOed. Today GRAB it is trading at [--] P/S or [---] P/S after $7.4B Cash and $4.5B Equity Investment. This extreme low P/S implying $GRAB is going to die in a year or [--] which is a complete nonsense with very little debt. Howard Marks focuses on Intrinsic value the fundamental worth of a business based on its cash flows assets growth prospects and competitive positiondrives"
X Link 2026-02-01T17:08Z 21.6K followers, 33.7K engagements
"BREAKING $WING & Smart Money 🚀 13F Filing-Massachusetts Financial Services($310B Fund) increased @wingstop position substantially by [------] shares or 48.14%. Total Holding: [-------] shares $WING and $BROS are so undervalued for its potential. Not Financial Advice https://t.co/w0kXa8nx3D $WING and $BROS are so undervalued for its potential. Not Financial Advice https://t.co/w0kXa8nx3D"
X Link 2026-02-01T18:31Z 21.6K followers, [----] engagements
"BREAKING $BROS & Smart Money 🚀🚀🚀 13F Filing-Jennison Associates($220B Fund) increased @DutchBro position massively by [------] shares or 3274% Total Holding: [------] shares BREAKING $BROS Q3 ER 🚀🚀🚀 Revenue $423.6m(25.2% YoY) vs $400m est EPS $0.21 vs $0.13 est Guided FY [----] $1.61 billion and $1.615 billion. Opened [--] new shops [--] of which were company-operated across [--] states. Adjusted EBITDA2 grew 22.3% to $78.0 million as compared to https://t.co/bDF2gDraMb BREAKING $BROS Q3 ER 🚀🚀🚀 Revenue $423.6m(25.2% YoY) vs $400m est EPS $0.21 vs $0.13 est Guided FY [----] $1.61 billion and $1.615"
X Link 2026-02-01T18:37Z 21.7K followers, [----] engagements
"@Micro2Macr0 We will get FFR down to 1-2% over time and when economy enters that sweet growth spot balance sheet can start selling at $30B a month until we are down to $1-2Trillion for foreign holding purpose"
X Link 2026-02-01T23:25Z 21.4K followers, [---] engagements
"$QQQ $SPY $DIA $IWM $IWO Kevin Warsh is the best thing that we need right now. Everyone is bearish and doom day fortune teller have no idea why this is the best pick. You only need to look at commodities trend The next [--] years gonna be great for stock market and AI CapEx. Don't fight the @federalreserve. Don't fight the AI CapEx Don't fight $AMD $NVDA $TSM Don't fight against the SP500 Not Financial Advice Kevin Warsh was a great choice We who have been engaged with policy makers and markets for a long time know him and respect him for his capabilities and his judgement. He is knowledgeable"
X Link 2026-02-01T23:56Z 21.6K followers, 12.7K engagements
"Just in $GRAB & Large Regional Bank Purchase✅ 13F Filing- M&t Bank Corp($220B Fund/Bank) bought [------] $GRAB shares. Total Holding: [------] shares $GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the time I also started my initial buy. GRAB was trading at [--] P/S when it IPOed. Today GRAB it is trading at [--] P/S or [---] P/S https://t.co/Laf5w5UcIH $GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the"
X Link 2026-02-02T00:19Z 21.7K followers, [----] engagements
"@PalantirTech $PLTR Q4 [--] Earning Preview 🧵 Consensus Revenue $1.3-$1.35B Adjusted EPS $0.23-$0.27 My estimate: Revenue $1.4-$1.5B Adjusted EPS $0.30-$0.33 Investors will look at: Customer Count US commercial revenue growth Commercial Overall Margin if expanded adjusted operating margin was 51% in Q3 FCF Generation Growth Rule of [--] [----] Guidance AIP momentum Balance sheet What I will look at: Customer Count Expectation is high and Palantir will beat top and bottom. Not Financial Advice BREAKING @PalantirTech & IMC-Chicago🚀🚀🚀 13F Filing- IMC-Chicago($1.9 Trillion Fund) started a brandnew"
X Link 2026-02-02T10:46Z 21.6K followers, 27.7K engagements
"$AMD Q4 [----] Earning Preview 🧵 Dr. @LisaSu aims for double digits market share @AMD to report Q4 [----] AH on Tuesday Feb [--] [----] The company will host the call at 5:00 p.m. ET Guidance: $9.6B Analyst Consensus Revenue $9.65-$9.7B Adjusted EPS: $1.30-$1.33 My Estimate: Revenue: $10B+ Adjusted EPS: $1.33-$1.35 Investors will want to see: Data Center Growth Comment Guidance as most will only care about H2 [----]. So watch for comments during and at Q&A Client Gaming and Embedded Segments Growth Margin Expansion Guidance MI355X Ramp Heilos progress(if it ships a month early will send the stock"
X Link 2026-02-02T11:00Z 21.6K followers, 63.4K engagements
"BREAKING $GRAB & Largest Denmark Pension 🚀 13F Filing - PFA Pension Forsikringsaktieselskab($130B Largest commercial Pension) started a brandnew position on $GRAB with [-------] shares. This Fund is likely to increase Grab ownership to 10-15m shares. The float continues to be swallowed Institutions acclerating Accumulation Retail investors accelerating dumping The game hasn't changed. $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and precisely where they misunderstood the business. I"
X Link 2026-02-02T13:59Z 21.7K followers, [----] engagements
"BREAKING $GRAB & MASSIVE BUY HOLY 🐄🐄🐄 13F Filing- Principal Financial Group($1.6 Trillion Fund) increased $GRAB position MASSIVELY by [-------] shares or 28.93%. Total Holding: [--------] shares Meanwhile "Dumb Money" lets dump GRAB to chase Quantum or meme stocks nonsense. The game hasn't changed $GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the time I also started my initial buy. GRAB was trading at [--] P/S when it IPOed. Today GRAB it is trading at [--] P/S or [---] P/S https://t.co/Laf5w5UcIH"
X Link 2026-02-02T21:47Z 21.7K followers, 11.8K engagements
"13F Filing- Principal Financial Group($1.6 Trillion Fund) on $GRAB"
X Link 2026-02-02T21:47Z 21.7K followers, [----] engagements
"$GRAB Can we get growth back to 30-50%🧵 The answer is yes Many are questioning why the large cash pile well it is to scale for GrabFin strategic M&A or Equity Investment(Very successful so far 400%+ gain to $4.5B) When GrabFin Scales to $7-$8B loan porfolio it could generate $1B revenue per quarter from: Lending 12-30%(Depending on duration/Credit) Payment Processing Fee Commissions Insurances Digital Banking service. Atm $Grab generated $90m revenue off $821m loan portfolio or roughly 11%. Over time this will get better to 14-15%. Meaning at $10B loan portfolio Grab can generate roughly"
X Link 2026-02-03T01:31Z 21.6K followers, [----] engagements
"BREAKING $PLTR New PT this morning ✅ Piper Sandlers $230 Overweight Baird $200 Outperform Citigroup $260 There will be more new PT coming today. Will update BREAKING $PLTR Full Q4 [--] Earning Call🚀🚀🚀 Revenue: $1.41 billion exceeding the $1.34 billion estimate (70% YoY growth). Adjusted EPS: $0.25 8.6% above the $0.23 consensus estimate. Operating Margin: 40.9% up from 1.3% in the same quarter last year. Free Cash Flow https://t.co/vKQrfGg9u5 BREAKING $PLTR Full Q4 [--] Earning Call🚀🚀🚀 Revenue: $1.41 billion exceeding the $1.34 billion estimate (70% YoY growth). Adjusted EPS: $0.25 8.6%"
X Link 2026-02-03T11:18Z 21.7K followers, 16.5K engagements
"Just In $GRAB & Mitsubishi UFJ ✅ 13F Filing- Mitsubishi UFJ Kokusai Asset Management($300B Fund) is one of the largest investment trust providers in Japan bought [------] $GRAB shares. Total Holding: [-------] Shares. This Fund has consistently DCAing almost all 13F filing since March [----]. $GRAB Can we get growth back to 30-50%🧵 The answer is yes Many are questioning why the large cash pile well it is to scale for GrabFin strategic M&A or Equity Investment(Very successful so far 400%+ gain to $4.5B) When GrabFin Scales to $7-$8B loan porfolio it could https://t.co/KKHWuUq6Bp $GRAB Can we get"
X Link 2026-02-03T11:45Z 21.6K followers, [----] engagements
"BREAKING $PYPL New CEO & Earning🚨🚨🚨 Revenue $8.676B vs $8.801B est EPS $1.23 vs $1.28 est PayPal Holdings Inc. (NASDAQ: PYPL) today announced that its Board of Directors has appointed Enrique Lores as President and CEO effective March [--] [----]. Lores who has served on the PayPal Board for nearly five years and as Board Chair since July [----] succeeds Alex Chriss. To ensure a seamless transition Jamie Miller Chief Financial and Operating Officer will serve as Interim CEO until Lores assumes the role. David W. Dorman has been appointed as Independent Board Chair effective immediately. Today's"
X Link 2026-02-03T12:03Z 21.5K followers, [----] engagements
"More $PLTR Price Target 🚨🚨🚨 Mizuho $195 Da Davidson $180 UBS $180 Goldman Sachs $182 BREAKING $PLTR New PT this morning ✅ Piper Sandlers $230 Overweight Baird $200 Outperform Citigroup $260 There will be more new PT coming today. Will update https://t.co/zonRlmZ4aI BREAKING $PLTR New PT this morning ✅ Piper Sandlers $230 Overweight Baird $200 Outperform Citigroup $260 There will be more new PT coming today. Will update https://t.co/zonRlmZ4aI"
X Link 2026-02-03T13:29Z 21.5K followers, 10.7K engagements
"$WMT Congratz to all Shareholders ✅ @Walmart just hit $1 Trillion Market Cap. Sam Walton was a legend with relentless commitment to customer value. That wisdom now impacting almost all public companies. $PLTR $AMD $TSLA $XYZ $GRAB $HIMS Sam Walton (Walmart Founder) "We exist to provide value to our customers which means that in addition to quality and service we have to save them money." TrustValueGrowth 🎯 https://t.co/PMlMxfcKrg $PLTR $AMD $TSLA $XYZ $GRAB $HIMS Sam Walton (Walmart Founder) "We exist to provide value to our customers which means that in addition to quality and service we"
X Link 2026-02-03T14:46Z 21.5K followers, [----] engagements
"BREAKING $HIMS Massive Buy @BankofAmerica ✅ 13F Filing- $BAC($5 Trillion) bought [------] @wearehims shares or increased position by 54.86%. Total holding: [-------] shares BREAKING $HIMS Short Interest near ATH @himshouse [--------] shares shorted-source: NYSE [-----] % of float. Institutional Onwership 105% Insane control from Short Sellers while fundamental is still solid Not Financial Advice https://t.co/i6ZiN07HOR BREAKING $HIMS Short Interest near ATH @himshouse [--------] shares shorted-source: NYSE [-----] % of float. Institutional Onwership 105% Insane control from Short Sellers while"
X Link 2026-02-03T18:28Z 21.7K followers, 51.2K engagements
"$GRAB-ed some Appreciated you bears😌 I hope to buy more under $4 or potentially at negative market cap. When to know when it is trading at negative market cap Cash $7.1B Receiveable $812m Inventory: $79m Equity Investment: $4.5B Goodwilld & Intangible asset: $1.04B Property/Plant: $712m Loan book: $821m Total: $15B. AKA negative market cap starts under $15B market Cap or under $3.68 per share. This is excluding Brandname which is $40B. Not Financial Advice $GRAB Another Howard Marks Interview ✅ Context: Oaktree Capital bought 10.2m $GRAB shares in Q1 [----]. 1.29m shares in Q2 and 0.52m shares"
X Link 2026-02-03T18:58Z 21.6K followers, [----] engagements
"BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC BREAKING: Talks over a $100 billion deal between OpenAI and Nvidia $NVDA have stalled. Nvidia's Jensen Huang has reportedly "privately criticized" OpenAI's business strategy. https://t.co/Ebf6OqDdJk BREAKING: Talks over a $100 billion deal between OpenAI and Nvidia $NVDA have stalled. Nvidia's Jensen Huang has reportedly "privately criticized" OpenAI's business strategy. https://t.co/Ebf6OqDdJk"
X Link 2026-02-03T20:11Z 21.4K followers, 24.8K engagements
"BREAKING $AMD Q4 [----] Earning Result🚨🚨🚨 @AMD Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Double BEAT 👑 $AMD Q4 [----] Earning Preview 🧵 Dr. @LisaSu aims for double digits market share @AMD to report Q4 [----] AH on Tuesday Feb [--] [----] The company will host the call at 5:00 p.m. ET Guidance: $9.6B Analyst Consensus Revenue $9.65-$9.7B Adjusted EPS: $1.30-$1.33 My Estimate: https://t.co/3skRMLQB7i $AMD Q4 [----] Earning Preview 🧵 Dr. @LisaSu aims for double digits market share @AMD to report Q4 [----] AH on Tuesday Feb [--] [----] The company will host the call at 5:00 p.m. ET Guidance: $9.6B"
X Link 2026-02-03T21:16Z 21.6K followers, 33.2K engagements
"Just In $AMD Q4 [----] Full Earning Call 🚨🚨🚨 Dr. @LisaSu 🐐🗣 No delay on H2 [----] Helios Rack. On track Testing Helios Racks with customers is going very well Record EPYC sale FCF doubled YOY 34% YOY revenue growth Data Center increased 39% SERVER SHARE GAIN :)) $INTC Meaningful adoption on EPYC CPU server demand is VERY STRONG MI355X record sales expanded to Hyperscalers Neo-Cloud also launching MI355X Expanded ROCm to broader range of workload Helios Rack continues to expand to more customers Actively scaling with Customers on Helios Rack H2 HPE and Lenovo will also be buying Helios Racks"
X Link 2026-02-03T23:00Z 21.7K followers, 61.7K engagements
"BREAKING $NVDA Jensen On CNBC Full🚨🚨🚨 $AMD $AVGO $TSM @OpenAI Jensen Huang talked about the rumor this week. "We love working with OpenAI" Source & Credit: CNBC BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC https://t.co/MhvDSpEvPX BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC https://t.co/MhvDSpEvPX"
X Link 2026-02-03T23:28Z 21.7K followers, [----] engagements
"$QQQ $SPY $DIA Our New @federalreserve Chair🎙 Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve Uncommon Knowledge Critique of the Federal Reserve (1:53-4:05): Warsh criticizes the Fed for "institutional drift" and "underperformance" suggesting it has strayed from its core mandate of maintaining the value of the currency. He views his critique as a "love letter" intended to spur reform. He also notes that the current Federal Reserve is the third such experiment in the United States with the previous two failing due to a loss of public trust and an inability to deliver on"
X Link 2026-02-04T04:30Z 21.6K followers, [----] engagements
"$AMD is on track to $70-$100B FY2026 🧵 Fundamental is J-Curving Before H2 26🚀🚀🚀 Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 [----] Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑 We all know Dr. @LisaSu been giving conservative guidance since [----] this isnt new. Q4 [----] was guided $9.5B and revenue hit $10.27B I'm still keeping my FY [----] projection as everything is on schedule. And we area also hearing 1GW ramp from @Cisco @HUMAIN. More demand probably higher than @OpenAI from $META $MSFT. $AMZN Earning is coming so I will update.The language changed completely on"
X Link 2026-02-04T13:38Z 21.7K followers, 50.4K engagements
"BREAKING $HIMS Launches Multi-Cancer Early Detection Testing 🚀🚀🚀 Hims & Hers Launches Multi-Cancer Early Detection Testing Connecting Customers to Cutting-Edge Proactive Care SAN FRANCISCO--(BUSINESS WIRE)--Today Hims & Hers Health Inc. (NYSE: HIMS) the leading digital health and wellness platform launched access to the Hims & Hers Multi-Cancer Test by Galleri a simple cancer screening blood test that can detect a signal for 50+ types of cancer even before symptoms appear1. This multi-cancer early detection (MCED) test combines Hims & Hers scale with GRAILs innovative cancer screening"
X Link 2026-02-04T14:01Z 21.4K followers, 13.5K engagements
"BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 [----] ER H2 [----] is ON TRACK "We are seeing acceleration in the last 60-90 days" Demand Order pattern Top customers are ORDERING/RAMPING quickly $NVDA $AMD on @OpenAI AMD is lowest cost on Inference. Great relationship with OpenAI. Leading partner Source & Credit: CNBC $AMD is on track to $70-$100B FY2026 🧵 Fundamental is J-Curving Before H2 26🚀🚀🚀 Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 [----] Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑 We all know Dr. @LisaSu been giving conservative guidance since"
X Link 2026-02-04T14:25Z 21.7K followers, 85.5K engagements
"BREAKING $GRAB & 4th largest Shareholder✅ 13F Filing- MUFG Bank($3 Trillion Bank/Fund) showed no buy/sell on $GRAB position unlike fake new from short sellers since Oct high. Total Holding: [---------] shares. NO CHANGE for years. BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted individuals often through referrals who are mission-driven and passionate about solving problems like ensuring safety for women and children. Many https://t.co/cI4kwfsj1w BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team"
X Link 2026-02-04T15:09Z 21.6K followers, [----] engagements
"BREAKING $GRAB & Hesai-Lidar Partnership✅ $HSAI PALO ALTO Calif. Feb. [--] [----] /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI; HKEX: 2525) a global leader in lidar solutions today announced a strategic cooperation with Grab (NASDAQ: GRAB) under which Grab will serve as the exclusive distributor of Hesai's lidar products in Southeast Asia. Through this partnership Grab will lead the sales customer support and marketing of Hesai's sensors across Southeast Asia. Through this strategic partnership Hesai will leverage Grab's extensive resources and established distribution networks to ramp up the"
X Link 2026-02-04T18:11Z 21.6K followers, [----] engagements
"$AMD P/E Forward P/E Buyback FY2026 🤔 At $200 per share @AMD Current P/E TTM is 48x (non-GAAP EPS) Forward P/E: Analysts: 30x My projection: 15-20x FY2025 YoY Revenue grew 34.34% to $34.6B Net income grew 164.17% to $4.269B EPS grew 165% $2.65 Cash grew 105.6% to $10.5B Operating Cash Flow grew 153.5% to $7.7B FCF grew 178.46% to $6.7B FY [----] should grow revenue near or at [--] digits Valuation is just getting stupid. For full year [----] @AMD bought 12.4m shares back. With $9.4B remaining in authorization under share repurchase program. This is what I like. Long term Shareholders should expect"
X Link 2026-02-04T19:16Z 21.6K followers, [----] engagements
"BREAKING $GOOGL Earning Result 🚨🚨🚨 @Google Revenue $113.8B vs $111.32B EPS $2.82 vs $2.63 est AI CapEx is $175-$185B BREAKING $AMD $GOOGL Breakthrough🚀🚀🚀 TLDR: 10-30%+ in latency/throughput for Google's production workloads like search VMs and services on AMD EPYC systems. @Google is a very large EPYC AMD customer especially the upcoming breakthrough [----] "Venice" and [----] "Verano". Part https://t.co/m0TM8ULcpo BREAKING $AMD $GOOGL Breakthrough🚀🚀🚀 TLDR: 10-30%+ in latency/throughput for Google's production workloads like search VMs and services on AMD EPYC systems. @Google is a very"
X Link 2026-02-04T21:03Z 21.7K followers, 16.6K engagements
"@Google $GOOGL Service Rev $95.86B vs $94.9 est $GOOGL Ad Rev $82.28B vs $80.89B est $GOOGL Cloud Rev $17.66B vs $16.2B est"
X Link 2026-02-04T21:06Z 21.7K followers, [---] engagements
"@Google $GOOGL Search and other Revenue $63.07B $Google Operating Margin 32% $Google youtube ads revenue $11.38B"
X Link 2026-02-04T21:09Z 21.7K followers, [---] engagements
"BREAKING $GOOGL Q4 [----] Full Earning Call🚨 @Google Revenue: $113.8 billion up 18% year-over-year (YoY) surpassing analyst estimates of around $111.3$111.4 billion. Earnings Per Share (EPS): $2.82 (adjusted/GAAP) up from $2.15 in Q4 [----] beating expectations of $2.63$2.64. Net Income: Approximately $34.5 billion up 30% YoY. Google Cloud: A major driver of growth with revenue surging 48% to $17.7 billion (well above expectations of $16.2 billion) reflecting strong demand for AI and cloud services. Revenue exceeded $400 billion for the first time (around $402.8 billion up 15% YoY). Full-year"
X Link 2026-02-04T22:33Z 21.7K followers, [----] engagements
"BREAKING $AMD & $310 BUY RATING 🚨🚨🚨 " @AMD stock has been outperforming rivals like Nvidia (NVDA) and Broadcom (AVGO) driven by investor optimism about server strength fueling some upside in earnings per share (EPS) revisions. However the Q4 earnings call indicated that AMDs server CPU strength is being largely offset by a nearly $1 billion cut to the gaming business for [----] making it frustrating for some investors looking for continued beat/raises on EPS. While we acknowledge investors concerns we highlighted that fundamentals for the segments that really drive the narrative (CPU/GPU)"
X Link 2026-02-04T22:35Z 21.7K followers, [----] engagements
"BREAKING $GRAB & GrabFin Expansion 🚀 Context: I been saying that GrabFin gonna be much more aggressive in [----] and beyond and we are seeing it. Grab generated $90m from $821m loan book or 11% this will get to 14-15% over time. Grab should be able to hit $10B loan book by [----] or sooner. Grab wont need to use its internal cash much as they expand working with deposit partnersips where they own huge % of ownership and other sources. Grab Finance Expands Credit Access Across Southeast Asia Using FICO Platform Delivering [--] Workflows in Six Countries Grab Finance the financial services arm of"
X Link 2026-02-05T13:33Z 21.7K followers, 10.8K engagements
"$AMD False Narrative vs Facts 🧵 [--]. Before I go in to the full thread I want to post some facts first: Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 [----] Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑 Q4 [----] was guided at $9.5B in Q3 [----] but hit $10.27B. Dr. Su been giving conservative guidance since [----] hence Q1 [----] should be in the $10.5B-$11B or higher due to CPU pricing power & MI355X rising price and potential some chip sale to China. The false narrative: Right about 20-30sec of the @AMD earning pop Bloomberg narrative was missed expectation. CNBC was also"
X Link 2026-02-05T19:23Z 21.7K followers, 30.8K engagements
"$GRAB FiCO/GrabFin Analysis 🧵 Context: It is critical to build a FICO system in SEA to service current 46m customers +15m drivers/merchants partners and soon to service 700m+ population or 5B when fully expanded to "bottom of pyramid" concept. More data will enable smoother lending and higher revenue and profit margin. Large businesses that want to do business in SEA will also have to pay Grab for FICO data similar to how $FICO collects royalty fee or $500m per quarter. FICO has B2C and B2C revenue potentials. Grab Southeast Asia's leading AI SuperApp has recently announced a significant"
X Link 2026-02-05T20:16Z 21.6K followers, [----] engagements
"$QQQ $SPY $DIA When we return to "normal market" Not Financial Advice"
X Link 2026-02-05T20:49Z 21.6K followers, [----] engagements
"BREAKING $AMZN Q4 [----] Earning Report🚨🚨🚨 Revenue $213.4B vs $211.44B est EPS $1.95 vs $1.97 est $AMZN @amazon Valuation ✅ Starting from $715B in [----] 15% YoY: 2026: Revenue $822B EPS: $11.24 Forward P/E 35x= $393.4 2027: Revenue $946B EPS: $13 Forward P/E 35x= $455 2028: Revenue $1.09T EPS: $15 Forward P/E 35x= $525 2029: Revenue $1.25T EPS: $17.25 Forward P/E 35x= https://t.co/mUKNdAoljd $AMZN @amazon Valuation ✅ Starting from $715B in [----] 15% YoY: 2026: Revenue $822B EPS: $11.24 Forward P/E 35x= $393.4 2027: Revenue $946B EPS: $13 Forward P/E 35x= $455 2028: Revenue $1.09T EPS: $15"
X Link 2026-02-05T21:02Z 21.6K followers, 29.7K engagements
"BREAKING $AMZN @awscloud 🚨🚨🚨 AWS growing 24% (our fastest growth in [--] quarters) Advertising growing 22% Stores growing briskly across North America and International our chips business growing triple digit percentages year-over-yearthis growth is happening because were continuing to innovate at a rapid rate and identify and knock down customer problems said Andy Jassy President and CEO Amazon. With such strong demand for our existing offerings and seminal opportunities like AI chips robotics and low earth orbit satellites we expect to invest about $200 billion in capital expenditures"
X Link 2026-02-05T21:03Z 21.7K followers, [----] engagements
"$QQQ $SPY $DIA $IWM $IWO $KO Legend is still legending in [----] https://twitter.com/i/web/status/2019552868303306881 https://twitter.com/i/web/status/2019552868303306881"
X Link 2026-02-05T23:24Z 21.7K followers, [----] engagements
"$AMD $PLTR $TSLA $GRAB $XYZ $HIMS $AMZN $GOOGL $META $MSFT $NVDA $TSM Did you buy the dip What did you buy Comment down below Yes No Yes No"
X Link 2026-02-05T23:32Z 21.7K followers, [----] engagements
"$AMD Tripled Beat & H2 monster quarters Confirmed Stock went down 20% Your companies better quadruple beat and CEO shaves the head or something to go up. $AMD False Narrative vs Facts 🧵 [--]. Before I go in to the full thread I want to post some facts first: Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 [----] Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑 Q4 [----] was guided at $9.5B in Q3 [----] but https://t.co/iJBHaRqKFz $AMD False Narrative vs Facts 🧵 [--]. Before I go in to the full thread I want to post some facts first: Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs"
X Link 2026-02-06T01:52Z 21.7K followers, [----] engagements
"BREAKING $GRAB & 1m shares Purchase ✅ 13F Filing-DnB Asset Management AS($110B Fund) bought [-------] $GRAB Shares or 52.41% increase Total Holding: [-------] shares $GRAB FiCO/GrabFin Analysis 🧵 Context: It is critical to build a FICO system in SEA to service current 46m customers +15m drivers/merchants partners and soon to service 700m+ population or 5B when fully expanded to "bottom of pyramid" concept. More data will enable smoother https://t.co/nqVWKG4XzB $GRAB FiCO/GrabFin Analysis 🧵 Context: It is critical to build a FICO system in SEA to service current 46m customers +15m"
X Link 2026-02-06T02:07Z 21.7K followers, [----] engagements
"$AMD All Price Target after Q4 [--] Earning ✅ Rayman James- $365 Outperform Wells Fargo- $345 Overweight/BUY HSBC- $335 BUY Evercire ISI- $328 Outperform KeyBanc- $300 Overweight/BUY Rosenblatt- $300 BUY Baird- $300 Outperform Wedbush- $290 Outperform Susquehanna- $300 BUY Bank of America-$280 BUY TD Cowen- $290 BUY Truist Financial- $283 BUY UBS- $310 BUY Mizuho- $275 BUY Benchmark- $325 BUY Loop Capital- $310 BUY Cantor Fitzgerald- $350 Overweight Stifel- $280 BUY $AMD False Narrative vs Facts 🧵 [--]. Before I go in to the full thread I want to post some facts first: Q4 [----] ER Revenue $10.27B"
X Link 2026-02-06T13:07Z 21.5K followers, 48.7K engagements
"Do you think $GRAB can hit negative market cap Under $15B or $3.70/share. What will you do Comment below. I'm willing to buy a lot. Don't know how much yet if it ever gets there No Yes No Yes"
X Link 2026-02-06T13:35Z 21.7K followers, [----] engagements
"BREAKING $AMZN all PT This Morning 🚨🚨🚨 UBS: Buy maintained target raised slightly to $311 (from $310 pre-earnings but some notes mention adjustments around $301 in context). Citizens Financial: Buy target raised to $315 (from $300 earlier). Oppenheimer: Outperform but target lowered significantly to $260 (from $325). Wedbush: Outperform reiterated target $300 (lowered in some notes). Morgan Stanley: Buy/Overweight maintained target lowered to $300 (from $315). Evercore ISI: Outperform target lowered to $285 (from $335). TD Cowen: Target lowered to $300 (from $315). BMO Capital: Target"
X Link 2026-02-06T13:49Z 21.7K followers, [----] engagements
"BREAKING $GRAB & Brandew position✅ 13F Filing- Kepler Cheuvreux ($3B Fund) started a brandnew position on $GRAB with [------] shares BREAKING $GRAB & 1m shares Purchase ✅ 13F Filing-DnB Asset Management AS($110B Fund) bought [-------] $GRAB Shares or 52.41% increase Total Holding: [-------] shares https://t.co/NrnkBx7pO3 BREAKING $GRAB & 1m shares Purchase ✅ 13F Filing-DnB Asset Management AS($110B Fund) bought [-------] $GRAB Shares or 52.41% increase Total Holding: [-------] shares https://t.co/NrnkBx7pO3"
X Link 2026-02-06T16:13Z 21.7K followers, [----] engagements
"$AMD I wouldnt be surprised if @AMD is back to ATH next week. Volatility is your friend when you "Know what you own"- Peter Lynch AMD would still be the lagger in Semi Large Cap at $600 for FY2026 Revenue or EPS. Not Financial Advice $AMD All Price Target after Q4 [--] Earning ✅ Rayman James- $365 Outperform Wells Fargo- $345 Overweight/BUY HSBC- $335 BUY Evercire ISI- $328 Outperform KeyBanc- $300 Overweight/BUY Rosenblatt- $300 BUY Baird- $300 Outperform Wedbush- $290 Outperform Susquehanna- $300 https://t.co/jCwtk8Yb1H $AMD All Price Target after Q4 [--] Earning ✅ Rayman James- $365 Outperform"
X Link 2026-02-06T16:38Z 21.7K followers, [----] engagements
"BREAKING $NVDA CEO Jensen New🎙 on CNBC $AMD $TSM $AVGO @OpenAI @AnthropicAI 🚨 "AI is going to Fundamentally change how we compute everything"- Jensen Huang OpenAI Anthropic are so compute constraint 7-8 years or more AI infrastructure buildout Source & Credit: CNBC BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 [----] ER H2 [----] is ON TRACK "We are seeing acceleration in the last 60-90 days" Demand Order pattern Top customers are ORDERING/RAMPING quickly $NVDA $AMD on @OpenAI AMD is lowest cost on Inference. Great https://t.co/TalLsz76iw BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 2025"
X Link 2026-02-06T17:49Z 21.7K followers, 15.3K engagements
"$QQQ $SPY $DIA $PLTR $TSLA $AMD $XYZ $HIMS $GRAB $AMZN $META $GOOGL $MSFT. Lots of people blew up their accounts in the last 4-8 weeks. I don't offer Financial Advice but I hope it was helpful Margin and short-term calls are not your friend Especially when commodities started rallying violently from September [----] I was also accused of getting paid writing about companies I own for years. I understand the sentiment and how painful it was to look at your portfolio. But I do own these companies and I never got paid. If you know how I can get paid from these companies pls let me know Will"
X Link 2026-02-06T18:01Z 21.5K followers, [----] engagements
"$GRAB is ready to get back to $5-$6 into Earning🧵 Comments before Earning from "smart money" The recent tech selloff (particularly in US/tech-heavy indices like Nasdaq driven by concerns over AI valuations high interest rates lingering effects or profit-taking in growth stocks) has prompted a broader market rotation. Investors are shifting capital away from overvalued or crowded US big-tech/AI plays toward more value-oriented undervalued or economically sensitive sectors and regions. This includes a noticeable pivot toward emerging markets especially Southeast Asia which has seen foreign"
X Link 2026-02-06T18:47Z 21.7K followers, 10.9K engagements
"BREAKING $BMNR $ETH Tom Lee on CNBC 🚨 @BitMNR has no leverage & generated net income $ETH is up over 12% today Is this the bottom for $ETH and $BTC Comment below Source & Credit: CNBC $BMNR @fundstrat and Market valuation Tom Lee said $BMNR is a scarcity and people have more income and they can't buy houses. He said [----] target for @SP500_Index this month Overall Tom Lee is massively bullish into year end with rate cuts from @federalreserve. $BMNR is https://t.co/tPELKF08Up $BMNR @fundstrat and Market valuation Tom Lee said $BMNR is a scarcity and people have more income and they can't buy"
X Link 2026-02-06T20:26Z 21.7K followers, 12.3K engagements
"BREAKING $AMD HOLY 🐮$200m BUY🚀🚀🚀 13F Filing- AustralianSuper Pty($250B Fund) started a MASSIVE brandnew position on @AMD with [------] shares or $200000000 in [--] press BUY The FOMO in UNREAL I told you institutions have 4-9 months to FOMO in for this violent reprice AMD is the least owned Semi stock $AMD All Price Target after Q4 [--] Earning ✅ Rayman James- $365 Outperform Wells Fargo- $345 Overweight/BUY HSBC- $335 BUY Evercire ISI- $328 Outperform KeyBanc- $300 Overweight/BUY Rosenblatt- $300 BUY Baird- $300 Outperform Wedbush- $290 Outperform Susquehanna- $300 https://t.co/jCwtk8Yb1H $AMD"
X Link 2026-02-06T20:41Z 21.6K followers, 41.5K engagements
"$PLTR Shareholders When @PalantirTech back near ATH in [--] weeks🥱 Not Financial Advice BREAKING $PLTR & $13.5m Purchase 🚀🚀🚀 13F Filing- North Dakota State Investment Board($11B Fund) started a brandnew position on @PalantirTech with [-----] shares https://t.co/7lY5VWdl5K BREAKING $PLTR & $13.5m Purchase 🚀🚀🚀 13F Filing- North Dakota State Investment Board($11B Fund) started a brandnew position on @PalantirTech with [-----] shares https://t.co/7lY5VWdl5K"
X Link 2026-02-06T21:01Z 21.7K followers, 32.6K engagements
"$IGV $XSW $AOTS $IGPT At some point software stocks have to start the bottoming process. Earning will do. Not Financial Advice Chart Credit: @TheCompoundNews"
X Link 2026-02-07T00:50Z 21.7K followers, [----] engagements
"$GRAB $UBER The race to change Narrative✅ Grab isn't just a ride-hailing app anymore; it's evolving into Southeast Asia's leading "everyday everything" superapp integrating high-frequency services (mobility deliveries) with higher-margin financial services (payments lending digital banking insurance). This strategy creates a flywheel effect: users acquired cheaply via rides or food orders get cross-sold into stickier more profitable products. The market prices in this latent profitability and growth runway in an underpenetrated region explaining why Grab's valuation multiples (higher P/S than"
X Link 2026-02-07T02:10Z 21.7K followers, 10.2K engagements
"$AMD is a [---] Trillion by FY2027 on TTM P/FCF 🧵 Bears are not ready for FY2026 FCF CASH is KING and FCF beat the Sexist Narrative It is going to be $15B at minimum(TTM FY2026) I'm going to use Forward TTM P/FCF Base case: $25B TTM FCF FY [----] 55x= $1.375 Trillion Bull case: $30B TTM FCF FY2027 60x= $1.8 Trillion Bear Case: $20B TTM FCF FY2027 50x= $1 Trillion Not Financial Advice BREAKING $AMD HOLY 🐮$200m BUY🚀🚀🚀 13F Filing- AustralianSuper Pty($250B Fund) started a MASSIVE brandnew position on @AMD with [------] shares or $200000000 in [--] press BUY The FOMO in UNREAL I told you institutions"
X Link 2026-02-07T03:53Z 21.7K followers, 11.5K engagements
"$GRAB & D .E Shaw & Co($180B Fund) 📶 I think D.E Shaw is going to be the top [--] shareholders and potentially surpassing @BlackRock with [---------] shares or even #1 from @MorganStanley with [---------] shares(Excluding non-institutional owners) Some interesting context: D.E. Shaw & Co. is a pioneer in quantitative and systematic investing known for blending advanced computational models with rigorous human-driven research. While originally famous as a "quant king" D.E. Shaw does have an activist arm led by Quentin Koffey (former Elliott Management PM) and when they take activist positions"
X Link 2026-02-07T04:23Z 21.7K followers, [----] engagements
"No $AMD institutional ownership is higher in term of % but institutions hold much higher number of shares on $INTC than $AMD. @AMD is the least owned among all Pension/Hedge Funds from 2023-2024-2025-now AKA a lagger. Intel is now a very heavy Retail owned or roughly 33-40% depending on different sources. 33-40% is very heavy retail stock like $TSLA $F $AAL $PLTR $SMCI Not Financial Advice @MikeLongTerm @AMD Intel is the least owned semi stock * @MikeLongTerm @AMD Intel is the least owned semi stock *"
X Link 2026-02-07T16:32Z 21.7K followers, 13.4K engagements
"$HIMS if this SI flips to 10-20m shares in next few weeks from ATH or [--------] shares shorted or 40% float. That would mean Well Play bears Not Financial Advice $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9 $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9"
X Link 2026-02-07T19:52Z 21.4K followers, [----] engagements
"The end of this drama "We fought the big pharma until regulators told us to stop" Pr This is giving $HIMS attention x1000 more than normal ads. Consumers are smart these days they look for alternative that are as safe but at a much lower price. That is how $AMZN and these Giant businesses have done so well because they fight for customers first. https://twitter.com/i/web/status/2020262086819926477 https://twitter.com/i/web/status/2020262086819926477"
X Link 2026-02-07T22:23Z 21.4K followers, [----] engagements
"$WMT $COST $AMD $NVDA $TSM $PLTR $TSLA. Everyone is asking why $WMT and $COST are trading at much higher multiple than AI stocks that are growing much much faster. You may not like the answer and even myself dont think it is justified but that is where we are. That is why Legend/Contrarian investors like Howard Marks or Stanley Druckenmiller or Ray Dalio are heavily allocated in Emerging Economies like in Southeast Asia(Much cheaper valuation) The answer is predictable FCF. Until the rest of hypergrowth companies FCF become more predictable it will continue to be volatile depending on the"
X Link 2026-02-07T22:38Z 21.7K followers, [----] engagements
"@SteveUrkelDude $TSLA did fine with Elon 🤔"
X Link 2026-02-07T23:43Z 21.4K followers, [---] engagements
"$QQQ $SPY $DIA Commodities trend is changing But it is not over yet but it should be more stable from now. Really difficult to "run it hot" if commodities were rising like mid-late Jan [----]. Now you know why we need new Fed Chair Kevin Warsh. FFR will go down a lot by year end and [----]. Don't be too bearish. Don't fight the FED. Not Financial Advice The next 3-6 months: [--]. Most should get out short-term calls. [--]. And reduce your margin or get rid of it. Not Financial Advice. The next 3-6 months: [--]. Most should get out short-term calls. [--]. And reduce your margin or get rid of it. Not Financial"
X Link 2026-02-08T00:54Z 21.4K followers, [----] engagements
"@Unravel_2000 @nikoliasgoninus $HIMS will be fine profitable fcf+ and investors are willing to do convertible note at 0% interest in exchange for equity"
X Link 2026-02-08T02:16Z 21.4K followers, [---] engagements
"RIP $HIMS people bought Puts on Friday 🤔 79% Average revenue growth(last [--] years) Profitable✅ FCF+ ✅ Trading at 2x P/S. $629.7m Cash ✅ No debt ✅ $1 billion in convertible senior at 0% interest at $70.67/share meaning everyone is paying cheaper than these investors. Short Interest is near ATH or near 40% Float. Big pharma won this time. Consumers pay $100-$150 more per months to lose weight. But please dont say Big Pharma are good for the people :)) That would be a joke Until next time bears. Not Financial Advice Since launching the compounded semaglutide pill on our platform weve had"
X Link 2026-02-08T02:55Z 21.6K followers, 94.1K engagements
"@MHJCAT yea and the catalyst was posted [--] hours ago. Stock will bounce"
X Link 2026-02-08T03:15Z 21.4K followers, [----] engagements
"$HIMS 🐣 vs 🦖 Everyone is searching a tiny company named HIMS and the drama where Strive Pharmacy licensed 503A compounding pharmacy is making the weight loss drug at lower price. A platform with a tiny $5B market cap trying to save $100 a month so consumers get to lose weight and live longer. Not just weight loss but trying to save consumers money from sexual health hair loss treatment mental health skin care and many others. The little guy trying to save money for consumers from big Pharma. If $HIMS products didn't work how did they grew from [--] to 119k paid subscribers from [----] to 2018"
X Link 2026-02-08T04:47Z 21.5K followers, 75.3K engagements
"$PLTR When Dr. Karp called out Short seller 🥱 I still remembered when I posted this and all the @PalantirTech bears jumped on my throat. How Palantir is going to miss out earning talking about short sellers. How many retails were betting against this shorting with institutional short sellers. They are all very quiet today. Short sellers before used to expose fraud today they only focus on their Puts/short positions profit. The often lied and spread false information for months and years. And what happened Short sellers lost roughly $15B or more on Palantir and pretty much gave up in Summer"
X Link 2026-02-08T17:28Z 21.7K followers, 34.1K engagements
"$XYZ Shareholders are ready for new ATH @jack Myself included. Profitable growth Growth at all cost at this size. It is time to get growth back to 15% and generate massive FCF We are good Not Financial Advice $XYZ @blocks is a $300 stock 🧵 After it shifted to profitable growth from years of "Growth at all cost". [----] is a "I can be very profitable" year for Block. Background: Block Inc. (NYSE: XYZ) formerly known as Square has evolved from a simple payment processor into a https://t.co/fY3NFCBnXt $XYZ @blocks is a $300 stock 🧵 After it shifted to profitable growth from years of "Growth at"
X Link 2026-02-08T18:24Z 21.7K followers, [----] engagements
"@lnsdarno @PalantirTech I dont sell winner like $PLTR"
X Link 2026-02-08T18:29Z 21.4K followers, [--] engagements
"$GRAB For those commenting $GRAB to $0🥱 You can "kiss my ass" Businesses don't go to $0 when they are profitable/FCF+ with $15B in (CashInventoryGoodwillEquity Investment.) and No/little debt. I don't offer Financial Advice. This is my money I can invest it however I want it I spent 1000+ hours on this company. I'm willing to bet that it is not going to $0 and the upside is 29x Long Term. The biggest SuperApp in SEA or the largest regional SuperApp. I wrote $500B roadmap thread for subscribers and will release this for Free.99 this Summer. Will link the thread of $500B MC thesis below if you"
X Link 2026-02-08T18:55Z 21.7K followers, [----] engagements
"$AAPL Translation AI is the most profound opportunity so we won't spend on it Apple $AAPL had an internal all-hands meeting this week . This is what CEO Tim Cook told employees about AI and Apple's role in it: "AI is one of the most profound opportunities of our entire lifetime. I truly believe there is no company better positioned to let our customers https://t.co/S2uiIITkq5 Apple $AAPL had an internal all-hands meeting this week . This is what CEO Tim Cook told employees about AI and Apple's role in it: "AI is one of the most profound opportunities of our entire lifetime. I truly believe"
X Link 2026-02-08T20:33Z 21.4K followers, [----] engagements
"@jassingh1234567 @AMD I dont use App. Just mostly 13f-q and website financial reports or transcript. There are some good website like FiscalAI to see chart and comp but they do charge money"
X Link 2026-02-09T02:35Z 21.4K followers, [--] engagements
"$ETH $BTC are ready Not Financial Advice"
X Link 2026-02-09T04:20Z 21.7K followers, [----] engagements
"$qqq $spy $dia Liquidity is coming from the Fed what does this mean for commodities Are they going to enter phase [--] rally or fade away We wont see those cash-like positions moving until the trend is clear. I think Kevin Warsh won a battle but the war is not over. Would love the certainty but how would I buy stocks at a bargin with certainty I'm ready for tomorrow Not Financial Advice https://twitter.com/i/web/status/2020722172801454086 https://twitter.com/i/web/status/2020722172801454086"
X Link 2026-02-09T04:51Z 21.5K followers, [----] engagements
"$HIMS Short sellers have to cover at some point. HIMS will be very expensive one day because of these idiots piling on 40% short float. it is not a good idea to short a company all the way to 2x P/S. If it were 200-300x P/S I get it but HIMS has 79% average revenue growth in the last [--] years No debt -Solid cash balance $630m Profitable FCF This is why I dont short but I do trade put options in name im bearish. Not Financial Advice $HIMS App downloads are surging post superbowl ad. jumped to #5 most downloaded on the App Store. It was #22 yesterday. This is huge. https://t.co/hexPfKxEj5 $HIMS"
X Link 2026-02-09T10:26Z 21.6K followers, 23.1K engagements
"$AMD FCF is 👑 Do not bet against this Cash Machine especially [----] is a big inflection year for @AMD. Not Financial Advice $AMD is $1.4 Trillion Market Cap FY2027 🧵 FCF Generation model/projection Not Financial Advice AMD's free cash flow generation is poised for robust growth over the next [--] years (especially from H2 2026) driven by accelerating data center momentum particularly from the ramp https://t.co/LZOJC4tRXA $AMD is $1.4 Trillion Market Cap FY2027 🧵 FCF Generation model/projection Not Financial Advice AMD's free cash flow generation is poised for robust growth over the next 5"
X Link 2026-02-09T11:25Z 21.7K followers, [----] engagements
"@eliant_capital It is bullish but still have to tame commodities from this rally"
X Link 2026-02-09T12:38Z 21.4K followers, [---] engagements
"@YOKi_SGN @D3GSolutions They wont win for [---] days damage. But they are seeking to stop not just $HIMS but all others to sell compounded weight loss which will result in a loss like when $LLY sued Strive Pharmacy and failed"
X Link 2026-02-09T13:02Z 21.5K followers, [---] engagements
"@Mr_Derivatives at $18 $HIMS is trading at 1.86x P/S 79% average growth last [--] years. less than 2x P/S is typical for mature business with no growth or declining revenue with declining margin which is not the case here. NFA"
X Link 2026-02-09T13:57Z 21.5K followers, [----] engagements
"$HIMS $NVO $LLY @strivepharmacy European company suing American company to keep price higher. Strive Pharmacy is also taking action is taking action This will have larger impact on overall compounded medicines not just $HIMS or Strive. We will see how this results in court. Last year A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta (non-binding comments that nevertheless can inform other courts) he cast doubt on the company's entire legal theory. Big Pharma been suing around for months and years to keep monopoly."
X Link 2026-02-09T14:05Z 21.5K followers, 10K engagements
"$LLY sued Strive Pharmacy- $HIMS and failed. Strive is suing $LLY and $NVO back for anti-competitive practice A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful. $NVO will fail this lawsuit https://twitter.com/i/web/status/2020863134882267317 https://twitter.com/i/web/status/2020863134882267317"
X Link 2026-02-09T14:11Z 21.5K followers, [----] engagements
"A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful"
X Link 2026-02-09T14:12Z 21.5K followers, [----] engagements
"@DivesTech $ADBE is better @DivesTech. Highest FCF Margin Lowest SBC. @Adobe also did the most buyback"
X Link 2026-02-09T14:25Z 21.5K followers, [----] engagements
"Strive vs $LLY last year A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful. https://twitter.com/i/web/status/2020867815591330301 https://twitter.com/i/web/status/2020867815591330301"
X Link 2026-02-09T14:30Z 21.5K followers, [----] engagements
"$HIMS Short sellers are getting GREEDY 🚨🚨🚨 Context: Strive Pharmacy is a primary compounding partner for Hims & Hers Health Inc. (HIMS) specifically manufacturing specialized formulations for their weight-loss and telehealth portfolio I found it interesting that short sellers wouldn't take this opportunity to take profit on this FUD. $LLY sued Strive Pharma and a Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote"
X Link 2026-02-09T14:51Z 21.6K followers, 14.1K engagements
"BREAKING $GRAB Top Leader in BNPL🚨🚨🚨 Industry reports position Grab PayLater as a top leader in SEA's BNPL space. Platform-embedded BNPL (tied to super apps and e-commerce) dominates the region and Grab is frequently highlighted as a primary access point for consumers in Southeast Asia. Reports note that large ecosystems like Grab PayLater. Context: BNPL was very small part of SEA economy but grew exceeding $50B in volume. Experts expect BNPL to accelerate $GRAB Monthly and Daily Transacting Users in [----]. While exact standalone PayLater user numbers aren't publicly broken out in recent"
X Link 2026-02-09T15:07Z 21.7K followers, [----] engagements
"@smaugizbored @investingluc $NVO and $LLY are getting greedy and that will not end well"
X Link 2026-02-09T15:10Z 21.5K followers, [---] engagements
"@DeepIceValue $UNH $NVO went down because of Fundamental weakening. $HIMS went down because of short sellers and emotional retail investors. Fundamental is rock solid and gaining shares. $HIMS is a tiny company"
X Link 2026-02-09T15:40Z 21.6K followers, [---] engagements
"1. Strive Pharmacy is a licensed 503A compounding pharmacy. [--]. Compounded versions of drugs been around for decades under FDA rules and it was declared shortages. [--]. $HIMS halted the pill offering in just [--] days [--]. This isn't years of lawsuits. $LLY sued Strive Pharma and a Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful.(2025) [--]. Yes FDA can"
X Link 2026-02-09T16:11Z 21.6K followers, [----] engagements
"13F Filing - Life Cycle Investment Partners on $PLTR"
X Link 2026-02-09T17:34Z 21.6K followers, [----] engagements
"BREAKING $AMD New Chief Marketing Officer👀 SANTA CLARA Calif. Feb. [--] [----] (GLOBE NEWSWIRE) -- Today @AMD (NASDAQ: AMD) announced that Ariel Kelman has been appointed Senior Vice President and Chief Marketing Officer effective immediately. Kelman will lead the AMD global marketing organization overseeing brand communications events developer relations and go-to-market strategy. Kelman will report to Ruth Cotter Senior Vice President and Chief Administrative Officer and will work closely with the AMD executive team to deepen engagement with customers partners developers and the broader"
X Link 2026-02-09T19:06Z 21.6K followers, [----] engagements
"$GRAB 🌭🌭🌭 Not Financial Advice Years from now when people crying how painful it is to see $GRAB sold off from $70 to $58 because Anthony shaved his head or some drama I be chilling with sub $4 average and eating $COST hot dog & Sundae. And yes It will still be $1.50 🤣 Not Financial Advice $GRAB Another Howard Marks Interview ✅ Context: Oaktree Capital bought 10.2m $GRAB shares in Q1 [----]. 1.29m shares in Q2 and 0.52m shares in Q3. With Goto Mobility/Delivery at $1.5B it would make mean $GRAB is trading at around [--] P/S of FY2026 with $6B in Cash. Marks https://t.co/hQmDvmJRNf $GRAB Another"
X Link 2026-02-09T19:18Z 21.7K followers, [----] engagements
"Just In🚨 $PLTR 13F Filing- Mediolanum International Funds($10B Fund) increased @PalantirTech position by 18.74% or [-----] shares. Total holding: [------] shares BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with [------] shares "Dumb money" Has been the biggest sellers in this recent selloff The game hasn't changed with "Smart money" https://t.co/iYb6sRSuPH BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with 605074"
X Link 2026-02-09T19:33Z 21.6K followers, [----] engagements
"13F Filing- Mediolanum International Funds on $PLTR"
X Link 2026-02-09T19:33Z 21.6K followers, [---] engagements
"$WMT Valuation 🧐 Bloomberg CNBC Contributors are hyping up @Walmart like the next $NVDA. Walmart carries a trailing P/E ratio of approximately [-----] and a forward P/E ratio of approximately [-----]. In Howard Marks memo "The Calculus of Value" (August 2025) Marks notes that high valuations presage low subsequent returns and vice versa Marks' view is that buying reliable stocks like Walmart at high valuations tends to result in below-average long-term returns And yes institutions are overpaying for safety right now. Not Financial Advice $WMT Congratz to all Shareholders ✅ @Walmart just hit $1"
X Link 2026-02-09T19:53Z 21.5K followers, [----] engagements
"BREAKING $HIMS $40 PT @MorganStanley 🚨 $MS reiterates $HIMS $40 PT with Equalweight Rating. Cited: $49 compounded semaglutide offering removed Morgan Stanley analysts highlighted a significant deceleration in growth forecasting revenue to slow to 17% in [----] and 15% in [----] which is below broader consensus estimates. The firm expects the mens sexual health business to be a drag on growth through the first half of [----] due to subscription plan shifts and increased price competition. $HIMS Adjustment on Growth toward 2030🧵 Not Financial Advice FY2025: Revenue: $2.35B or 58% YoY (weightloss"
X Link 2026-02-09T20:19Z 21.6K followers, 19.3K engagements
"$GRAB Q4 [----] Earning Preview 🧵 Grab to report Q4 [----] Earning on Wednesday February [--] [----] after the U.S. market at 7:00 PM ET Consensus Revenue: $920-$941m EPS: $0.01 Deliveries (food & other): $492 million (+20-21% YoY). Mobility (rides etc.): $341 million (+21% YoY). Financial Services: $99 million (+34% YoY). Analysts are only projecting 10-14% average growth in the next [--] years for this $7-8 PT. Will link the DCF thread below. I disagreed with Analysts I think we are heading to 30% Average growth. My Estimate: Revenue $940m- $1B EPS: $0.01-$0.02 Southeast Asia's tourism has seen a"
X Link 2026-02-09T20:35Z 21.7K followers, 35.8K engagements
"$GRAB Intrinsic Value DCF Focus 🧵 https://x.com/MikeLongTerm/status/2012954922203881733 $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and precisely where they misunderstood the business. I will also exclude $GOTO mobility/delivery acquisition for an https://t.co/135VbS8CFA https://x.com/MikeLongTerm/status/2012954922203881733 $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and"
X Link 2026-02-09T20:35Z 21.6K followers, [----] engagements
"BREAKING $META & $408m Purchase🚨🚨🚨 13F Filing- Life Cycle Investment Partners($15B Fund) started a brandnew position on @Meta with [------] shares BREAKING $META All Price Target Today 🚀🚀🚀 $AMD $NVDA Jefferies: Raised to $1000 from $910 (Buy rating) Rosenblatt: Raised to $1144 (high-end target Buy rating; noted as the highest overall) BofA (Bank of America): Raised to $885 from $810 (Buy) Piper Sandler: https://t.co/n3NmTFhQoc BREAKING $META All Price Target Today 🚀🚀🚀 $AMD $NVDA Jefferies: Raised to $1000 from $910 (Buy rating) Rosenblatt: Raised to $1144 (high-end target Buy rating;"
X Link 2026-02-09T22:00Z 21.6K followers, [----] engagements
"BREAKING $GRAB & Large Shareholder Buy🚀🚀🚀 13F Filing- Geode Capital Management($1 Trillion Fund) increased $GRAB position to [--------] shares or bought [------] more shares This is top [--] shareholders been DCAing since Summer [----] Initial position was [-----] shares $GRAB Q4 [----] Earning Preview 🧵 Grab to report Q4 [----] Earning on Wednesday February [--] [----] after the U.S. market at 7:00 PM ET Consensus Revenue: $920-$941m EPS: $0.01 Deliveries (food & other): $492 million (+20-21% YoY). Mobility (rides etc.): $341 million (+21% https://t.co/6j64hCi7I2 $GRAB Q4 [----] Earning Preview 🧵 Grab to"
X Link 2026-02-10T01:07Z 21.7K followers, [----] engagements
"@michaeljburry and u will delete your posts when $PLTR back to $200"
X Link 2026-02-10T01:44Z 21.7K followers, [----] engagements
"$NOW SBC I knew when I want to issue SBC and be cool like Bill Belief is the ultimate force multiplier. When leaders believe in their team with purpose and heart. people run faster think bigger and RISE together 🤝❤ #MondayMotivation https://t.co/DkU9ob5KI5 Belief is the ultimate force multiplier. When leaders believe in their team with purpose and heart. people run faster think bigger and RISE together 🤝❤ #MondayMotivation https://t.co/DkU9ob5KI5"
X Link 2026-02-10T02:09Z 21.6K followers, [----] engagements
"I love it when bears claimed bubble [---] times a year and still got tons of engagement. Clearly Fear is so easy to sell. I bet you most of them can't even do DCF. Or even read 10k-q. It is that sad"
X Link 2026-02-10T02:40Z 21.6K followers, [----] engagements
"BREAKING $TSM $AMD $TSM Jan Rev came in $401.6B Taiwan dollar or $12.73B. up 20% QoQ or 37% YoY $AMD is $1.4 Trillion Market Cap FY2027 🧵 FCF Generation model/projection Not Financial Advice AMD's free cash flow generation is poised for robust growth over the next [--] years (especially from H2 2026) driven by accelerating data center momentum particularly from the ramp https://t.co/LZOJC4tRXA $AMD is $1.4 Trillion Market Cap FY2027 🧵 FCF Generation model/projection Not Financial Advice AMD's free cash flow generation is poised for robust growth over the next [--] years (especially from H2 2026)"
X Link 2026-02-10T11:50Z 21.6K followers, [----] engagements
"BREAKING $AMZN $315 PT Outperform Rating🚀 Citizens reiterates @amazon Outperform Rating and maintains $315 PT citing AWS growth to accelerate $AMZN @amazon Valuation ✅ Starting from $715B in [----] 15% YoY: 2026: Revenue $822B EPS: $11.24 Forward P/E 35x= $393.4 2027: Revenue $946B EPS: $13 Forward P/E 35x= $455 2028: Revenue $1.09T EPS: $15 Forward P/E 35x= $525 2029: Revenue $1.25T EPS: $17.25 Forward P/E 35x= https://t.co/mUKNdAoljd $AMZN @amazon Valuation ✅ Starting from $715B in [----] 15% YoY: 2026: Revenue $822B EPS: $11.24 Forward P/E 35x= $393.4 2027: Revenue $946B EPS: $13 Forward P/E"
X Link 2026-02-10T12:30Z 21.6K followers, [----] engagements
"$GRAB $GOTO Called it ✅ I was right. $GOTO wouldn't exist without Nadiem Various state funding Google and corruption. $GRAB survived and is winning market share rapidly. Should GRAB do this Mobility/Delivery acquisition as a favor for the government Similarly The Philippines along with other SEA countries are asking GRAB to go public in their domestic stock market in exchange for de-regulation or less complex. FYI most of local SEA public companies are no good in domestic public market with fraud and false accounting except Singapore. It is estimated that demand for GRAB shares would be in"
X Link 2026-02-10T14:01Z 21.6K followers, [----] engagements
"$WMT is still trading 45x P/E and 45-50x forward P/E Fund managers should be fired hyping this. US RETAIL SALES FLAT AS HOLIDAY SPENDING SLOWS US retail sales stalled in December with declines at clothing furniture and auto stores offset by gains in building materials and sporting goods. Core sales used for GDP fell 0.1% signaling weaker consumer momentum. Spending https://t.co/R7Jj73smzx US RETAIL SALES FLAT AS HOLIDAY SPENDING SLOWS US retail sales stalled in December with declines at clothing furniture and auto stores offset by gains in building materials and sporting goods. Core sales"
X Link 2026-02-10T14:04Z 21.7K followers, [----] engagements
"$HIMS Bears still don't get it🧐 Subscription S-curve= J-curve HIMS is able to grow to this point because consumers are seeking cheaper alternative. People hate big Pharma this exists way decades before HIMS was found. This is the nature force that will be here for a long time. Weight loss price went down 90%+ per month to as low as $149 or in some place $50 with insurance because of FDA rules on 503a 503b. This was designed to lower price. $HIMS wouldn't exist if consumers enjoy paying higher price. $HIMS wouldn't exist if the products didnt work and grew to 2.5m paid subscribers. $HIMS"
X Link 2026-02-10T14:21Z 21.6K followers, 18.1K engagements
"$GRAB is the clear Long Term Winner🧵 Sooner or later retail will understand it was a big mistake to sell $GRAB to chase Quantum Health Insurance meme garbage from September [----]. Unfortunately this time retail investors will be at the mercy of "Smart money" if they decide to come back. This company used to have a very large retail ownership sub 40% down to 16% and institutional onwership at 84%. I understand that you need to see 100-200% gain weekly like at the casino. But those stocks that don't have the fundamental the price action won't follow. You can't assign random multiple to revenue"
X Link 2026-02-10T15:24Z 21.7K followers, [----] engagements
"Right there is no guarantee that we wont have future corruption. But I believe in the good force of capitalism from $GRAB that will drive significant impact in SEA region to be more stable. And if go public regular SEA folks get to participate in building wealth on GRAB stocks too then these folks get to enjoy wealth effect. https://twitter.com/i/web/status/2021244701123235998 https://twitter.com/i/web/status/2021244701123235998"
X Link 2026-02-10T15:27Z 21.6K followers, [---] engagements
""I sold all $PLTR to buy $OSCR " 💀 $OSCR (Oscar Health) #earnings are out: https://t.co/PlBnXAh0OG $OSCR (Oscar Health) #earnings are out: https://t.co/PlBnXAh0OG"
X Link 2026-02-10T15:33Z 21.7K followers, 20.2K engagements
"BREAKING $HIMS MASSIVE TRADER ENETERED🚨 13F Filing revealed one of the most aggressive trader Norges Bank($2 Trillion Fund) started a brandnew position on $HIMS with [-------] shares. This fund typically swing violently 10-20-30-50m-70m shares. Will short sellers get scared because of @NorgesBank See 13F below $HIMS Adjustment on Growth toward 2030🧵 Not Financial Advice FY2025: Revenue: $2.35B or 58% YoY (weightloss $740) Core $1.61B FY2026: Revenue $3.2B(36%) where weightloss may be down by 10-15% or flat. FY2027: Revenue $4.16B(30%) FY2028: Revenue: $5.2B(25%) FY2029 https://t.co/1vwVhdRONz"
X Link 2026-02-10T15:46Z 21.7K followers, 68.6K engagements
"13F Filing- Norges Bank on $HIMS"
X Link 2026-02-10T15:46Z 21.7K followers, 10.8K engagements
"13F Filing- Norges Bank on $PLTR"
X Link 2026-02-10T16:29Z 21.7K followers, [----] engagements
"JUST IN🚨🚨🚨 $GRAB @NorgesBank 13F Filing- @NorgesBank($2 Trillion Fund) started a MASSIVE brandnew position on $GRAB with [--------] shares or $161m. Norges Bank is ready for Q4 [----] Earning. And SWALLOWING the Float Are you 🫵 $GRAB Q4 [----] Earning Preview 🧵 Grab to report Q4 [----] Earning on Wednesday February [--] [----] after the U.S. market at 7:00 PM ET Consensus Revenue: $920-$941m EPS: $0.01 Deliveries (food & other): $492 million (+20-21% YoY). Mobility (rides etc.): $341 million (+21% https://t.co/6j64hCi7I2 $GRAB Q4 [----] Earning Preview 🧵 Grab to report Q4 [----] Earning on Wednesday"
X Link 2026-02-10T16:38Z 21.7K followers, 15.7K engagements
"BREAKING $META @NorgesBank 🚀🚀🚀 It seems Norges Bank approved @Meta becoming a hyperscaler buying massive amount of AI chips from $AMD long term. 13F Filing- Norges Bank($2 Trillion Fund) started a MASSIVE Brandnew position on $META with [--------] shares or $22.1B Buy in [--] sitting Stop overpaying for $NVDAMETA a large investor 😯 See 13F below BREAKING $META All Price Target Today 🚀🚀🚀 $AMD $NVDA Jefferies: Raised to $1000 from $910 (Buy rating) Rosenblatt: Raised to $1144 (high-end target Buy rating; noted as the highest overall) BofA (Bank of America): Raised to $885 from $810 (Buy)"
X Link 2026-02-10T16:50Z 21.7K followers, [----] engagements
"13F Filing- Norges Bank($2 Trillion Fund) on $META"
X Link 2026-02-10T16:50Z 21.7K followers, [---] engagements
"@Unravel_2000 It will happen $GRAB is thinking about it but these presidents are asking for it as favor"
X Link 2026-02-10T17:01Z 21.6K followers, [---] engagements
"LoL🐻are getting mad at me posting 13F 💀 "Smart money" does not care about your $5 puts my guys. They look at the Fundamental if they like it they press buy. That is it Get some help🤣"
X Link 2026-02-10T17:16Z 21.6K followers, [----] engagements
"BREAKING $HIMS Short Interest hit ATH 🚨🚨🚨 $HIMS Short Interest hit fresh new ATH or [--------] shares shorted - source: NYSE They did not cover but going ALL IN This short squeeze show will be interesting especially Norges Bank is involved now. Norges Bank has the fund to buy the 1/3 1/2 float. I will enjoy this 🍿 Not Financial Advice BREAKING $HIMS MASSIVE TRADER ENETERED🚨 13F Filing revealed one of the most aggressive trader Norges Bank($2 Trillion Fund) started a brandnew position on $HIMS with [-------] shares. This fund typically swing violently 10-20-30-50m-70m shares. Will short"
X Link 2026-02-10T17:37Z 21.7K followers, 61.4K engagements
"@KrisPatel99 This is [--] months old new when short interest just hit new ATH [--------] shares shorted- source: NYSE. Check before u post"
X Link 2026-02-10T17:55Z 21.6K followers, [---] engagements
"Boomers just learnt $KO can miss earning too. $WMT too. Keep overpaying will result in lower ROI. Shareholders with $3-$20 average are fine"
X Link 2026-02-10T18:30Z 21.6K followers, [----] engagements
"@Mr_Derivatives https://x.com/MikeLongTerm/status/2021277437842112840 BREAKING $HIMS Short Interest hit ATH 🚨🚨🚨 $HIMS Short Interest hit fresh new ATH or [--------] shares shorted - source: NYSE They did not cover but going ALL IN This short squeeze show will be interesting especially Norges Bank is involved now. Norges Bank has the fund https://t.co/Klt2wuBi90 https://x.com/MikeLongTerm/status/2021277437842112840 BREAKING $HIMS Short Interest hit ATH 🚨🚨🚨 $HIMS Short Interest hit fresh new ATH or [--------] shares shorted - source: NYSE They did not cover but going ALL IN This short squeeze"
X Link 2026-02-10T18:57Z 21.6K followers, [----] engagements
"BREAKING $HIMS & $3.35 Trillion Paris Fund BUY🚨 13F Filing- Bnp Paribas Arbitrage($3.35 Trillion Fund) increased $HIMS position sharply by 28.86% or [------] shares. Total Holding: [-------] shares It is interesting that biggest Funds in the world kept adding. BREAKING $HIMS Short Interest hit ATH 🚨🚨🚨 $HIMS Short Interest hit fresh new ATH or [--------] shares shorted - source: NYSE They did not cover but going ALL IN This short squeeze show will be interesting especially Norges Bank is involved now. Norges Bank has the fund https://t.co/Klt2wuBi90 BREAKING $HIMS Short Interest hit ATH 🚨🚨🚨"
X Link 2026-02-10T19:19Z 21.7K followers, 51.1K engagements
"BREAKING $GRAB & Sustainable Growth Advisers✅ 13F Filing- Sustainable Growth Advisers($22B Fund) bought [-------] $GRAB Shares. Total Holding: [-------] shares JUST IN🚨🚨🚨 $GRAB @NorgesBank 13F Filing- @NorgesBank($2 Trillion Fund) started a MASSIVE brandnew position on $GRAB with [--------] shares or $161m. Norges Bank is ready for Q4 [----] Earning. And SWALLOWING the Float Are you 🫵 https://t.co/Bwk7QUfD8P JUST IN🚨🚨🚨 $GRAB @NorgesBank 13F Filing- @NorgesBank($2 Trillion Fund) started a MASSIVE brandnew position on $GRAB with [--------] shares or $161m. Norges Bank is ready for Q4 [----] Earning."
X Link 2026-02-10T19:24Z 21.7K followers, [----] engagements
"BREAKING $HIMS & @MorganStanley Conference🚨 Morgan Stanley Technology Media & Telecom Conference Today at 1:50 PM PT Event: Morgan Stanley Technology Media & Telecom Conference Date/Time: March [--] [----] 1:50 PM PT Location: San Francisco CA Short sellers managed to scare most retail investors away but the world largest Funds are BUYING (Check my 13F posts). This kind of conference will determine how this going to play out. For example Norges Bank can buy half the float if they want to squeeze this. Norges Bank is known as largest institutional trader in global equities or $2 Trillion AUM. This"
X Link 2026-02-10T19:51Z 21.6K followers, 11.5K engagements
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