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@MikeLongTerm Avatar @MikeLongTerm Mike

Advanced Micro Devices (AMD) is making significant strides in the AI chip market, particularly with its partnership with OpenAI and the development of its MI450 chip. The company's stock has been gaining attention from analysts, with several firms upgrading their price targets and issuing buy ratings. AMD's CEO, Dr. Lisa Su, has confirmed the company's ability to supply millions of chips, which could lead to a substantial increase in revenue.

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Social category influence stocks #1168 technology brands #5562 finance #1756 countries XXXX% cryptocurrencies #1842 automotive brands #3553 exchanges #775 celebrities XXXX% social networks XXXX% travel destinations XXXX%

Social topic influence $grab #1, $amd #2, open ai #119, $nvda #93, $meta #2, $pltr #14, $hims #9, money #1551, $spy #111, $tsm #8

Top accounts mentioned or mentioned by @amd @palantirtech @openai @anthonypytan @lisasu @grabsg @amitisinvesting @amazon @federalreserve @wearehims @nvidia @grok @cnbc @softbank @oracle @masason @elonmusk @meta @tesla @microsoft

Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Metadium (META) Palantir (PLTR) Hims & Hers Health, Inc. (HIMS) SPDR S&P XXX ETF Trust (SPY) Taiwan Semiconductor (TSM) Tesla, Inc. (TSLA) DIA (DIA) Alphabet Inc Class A (GOOGL) Block, Inc. (XYZ) Amazon.com, Inc. (AMZN) BITMINE IMMERSION TECH (BMNR) Microsoft Corp. (MSFT) Costco Hot Dog (COST) UBS Group AG (UBS) Ethereum (ETH) Walmart, Inc. (WMT) Broadcom, Inc. (AVGO) GammaSwap (GS) Open Custody Protocol (OPEN) Meta Platforms, Inc. (META) Goldman Sachs (GS) Oracle Corporation (ORCL) Sea Limited (SE) SBET (SBET) Cream (CRM)

Top Social Posts #

Top posts by engagements in the last XX hours

"$AMD $META Helios On Track for 2026🔥🔥🔥 TLDR: On Track for with volume deployment expected in 2026 AMD Helios: Advancing Openness in AI Infrastructure Built on @Meta 2025 OCP Open Rack for AI Design Introduction Today at the Open Compute Project (OCP) Global Summit in San Jose California Meta introduced specifications for a new Open Rack for AI featuring an Open Rack Wide (ORW) form factor marking a major leap forward in open infrastructure innovation. Designed to meet the realities of AI-scale data centers the ORW specification defines an open double-wide rack optimized for the power"
X Link @MikeLongTerm 2025-10-15T11:16Z 16K followers, X engagements

"$AMD $NVDA Guidances Excluded all Potential AI Chips revenue or $X from China"
X Link @MikeLongTerm 2025-10-10T15:08Z 16K followers, 106.3K engagements

"$GRAB is growing fast in tourism beautifully The next level is to directly offer local tickets/attraction deals on its platform(add to dine-out). And potentially letting people listing their home/room for rent to create more income like @Airbnb. I talked about this a earlier this year. When i talked abt this people said I'm crazy now we have Dine-Out. That is only logical after this aggressive tourism expansion. Yes Grab can sell it as bundle to tourists.Currently over 150m visitors a year soon will grow to 250m by 2030. Like hey come try this package: "Discounted ridesfood deliveries staying"
X Link @MikeLongTerm 2025-10-11T13:07Z 16K followers, 23.4K engagements

"$AMZN is the biggest SuperApp in NA. Don't bet against @JeffBezos and @ajassy Andy be picking up the phone soon to call Dr. @LisaSu to buy $AMD MI450 to accelerate @awscloud growth I will bet you that it will be as large or larger than $META orders. Pricing power is the most ignored story on @AMD bull case. Read my $620/share thread on AMD below"
X Link @MikeLongTerm 2025-09-29T17:18Z 16K followers, 214.5K engagements

"BREAKING @CNBC $AMD $NVDA 🔥🔥🔥🔥 Not enough chips due to massive demand. $MSFT also said they can't get enough chips from @nvidia and @AMD Like I said this is XX to X Demand to Supply. Don't bet against $AMD $NVDA and $TSM"
X Link @MikeLongTerm 2025-10-03T15:31Z 15.9K followers, 33.6K engagements

"@amitisinvesting 700m people TAM on $grab and @OpenAI partnership. @sama is smart to partner early with @AnthonyPY_Tan. Anthony is going to expand 5b people. That is a massive pool ov revenue for OpenAI even only at 20%penetration at $10/month"
X Link @MikeLongTerm 2025-10-06T19:04Z 15.9K followers, 4861 engagements

"@PalantirTech $PLTR to report Q3 ER on Nov 3rd 2025 3:00pm MT/ 5:00pm ET A live webcast and replay will be available at participants can pre-register here. In addition shareholders can submit and vote on questions by visiting"
X Link @MikeLongTerm 2025-10-13T20:10Z 16K followers, 7132 engagements

"Just in Stock Future $QQQ $SPY $DIA $IWM $IWO Key Economic data Next Week: Oct 6: XX am ISM PMI Oct 7: 8:30am Trade Balance. 10am NFIB Small business 2pm FOMC Min Oct 8: 10am Wholesale Inventories Consumer Credit. 2pm Jpow Speech(Atlanta) Oct 9: 8:3am Jobless claim. 2pm Consumer credit. Oct 10: 10am COnsumer sentiment U mich Wholesale Trade sales"
X Link @MikeLongTerm 2025-10-05T23:27Z 16K followers, 5842 engagements

"Good morning $GRAB is a $XX stock in 2025 and $XX stock in 2026 I'm a firm believer in: Price action will follow Fundamental Eventually. You know I'm not shy to make bold calls on other long term $PLTR $AMD $TSLA $HIMS $XYZ. Why Grab is undervalued XXX% Penetration on 700m people TAM with fastest growing economies. Only XX% thesis realized from "Bottom of Pyramid". Revenue 30%+✅(@Alipay+@OpenAI Partnerships) At $XXXX Grabs enterprise value is $XXXX billion (market cap $XXXXX billion less $7$8 billion net cash). A $XX share price implies a market cap of $XX billion and an EV of $XX billion"
X Link @MikeLongTerm 2025-09-28T14:53Z 16K followers, 165.2K engagements

"$GRAB $SE clashing inevitable 🧵 Grab's Competition XanhSm and $Goto are weakening and losing market share due to brand damage. ShopeeFood is seemingly following the patterns of larger platforms of its kind such as how Chinese shopping platform Meituan has challenged traditional eCommerce platforms like JD. com in the East Asian country and how Zomatos Blinkit has posed a threat in the eCommerce market in India and nearby. I dislike this development. It should be a partnership to connect $SE ecommerce to GRAB SuperApp. Currently $SE has around XX% market share in SEA on its e-commerce. But"
X Link @MikeLongTerm 2025-08-16T15:03Z 15.9K followers, 12.5K engagements

"$GRAB SuperApp deserves a Premium🧵 Grab Holdings Limited Southeast Asia's leading AI SuperApp operates a unified platform integrating ride-hailing (mobility) food/grocery delivery digital payments (GrabPay) lending/insurance (GrabFin) and emerging services like restaurant reservations (Dine-Out) and tourism bundles. With XX million monthly transacting users across eight countries (serving a XXX million population TAM with XXX% penetration) Grab benefits from powerful network effects: more users attract more drivers/merchants creating a flywheel that locks in ecosystem stickiness. This model"
X Link @MikeLongTerm 2025-10-13T11:56Z 16K followers, 5625 engagements

"$GRAB Melaka Malaysia🔥🔥🔥 Malaysia's national news service highlights the economic impact of Grab's digital tools on local merchants in Melaka a historic state in Malaysia known for its rich cultural and culinary heritage. Published today it celebrates how technology has driven over RM135 million($32m) in earnings for Grab merchants in Melaka during 2024 alone. This success underscores Grab's role in empowering micro small and medium-sized enterprises (MSMEs) amid the state's push for digital transformation and gastrotourism. Grab's platform has been a game-changer for Melaka's local"
X Link @MikeLongTerm 2025-10-10T17:31Z 15.9K followers, 17.3K engagements

"BREAKING $GRAB & Another Invesco Fund Buy🔥🔥 $GTDDX - INVESCO Developing Markets Fund(Correction this is a $2Tril fund) started a large brandnew position on $GRAB with 3936644 shares AIM and $GTDDX are also part of Invesco Ltd. Nearly 19m shares in X sitting that sent a clear message to $GRAB Bears While bears are busy shorting and manipulating Grab price action "smart money" and "dumb money" are swallowing the float to prepare for 30-50% revenue growth inflection point(From Q4 2025) Btw GrabMart is gaining traction and showing impressive growth with Tourism Expansion and GrabFin"
X Link @MikeLongTerm 2025-09-29T18:07Z 16K followers, 9081 engagements

"Legendary Peter Lynch addressing current Market Valuation. $COST $SPY $QQQ $DIA $WMT and all credit:@TheCompoundNews"
X Link @MikeLongTerm 2025-10-04T15:33Z 15.9K followers, 4798 engagements

"BREAKING $SBET & UBS Group AG ($1.6Tril Fund) UBS Group AG initiated a brandnew position on $SBET with 606327 shares from 13f"
X Link @MikeLongTerm 2025-08-17T16:26Z 15.9K followers, 36.1K engagements

"I would love to get paid from $GRAB. Been doing this for X months free now. Combating Misinformation and short sellers at Free.99 daily and got no shares from management. I never been paid by $AMD $PLTR or $TSLA or $HIMS management. If someone knows how to get paid let me know please. Because I'm here providing valued DDs at Free.99 because I chose to give out most of my analysis out with no paywall. Only a small number of followers subscribed. I think I took my analysis much deeper than most wall street analysts. I covered $PLTR $AMD $TSLA $XYZ $HIMS for years. And yes $GRAB was a very"
X Link @MikeLongTerm 2025-10-13T16:43Z 16K followers, 46.1K engagements

"$PLTR $CRM Pricing strategy 🧵 Before I go into this long writing Palantir short sellers that covered lost about $X billion dollars and current short sellers have $6B-$7B unrealized losses. Dr. Karp "We have the best product we have the best people" @PalantirTech has emerged as the most powerful AI enterprise software particularly in data analytics AI-driven decision-making and mission-critical applications for governments and large corporations. Its pricing modeloften described as premium and value-basedhas taken busiess from $CRM. Recently @salesforce ( $CRM) CEO Marc Benioff has publicly"
X Link @MikeLongTerm 2025-10-05T19:19Z 15.9K followers, 112.2K engagements

"BREAKING $AMD 🤝 Tech Mahindra 🔥🔥🔥 Tech Mahindra Joins Hands with @AMD to Drive Next-Gen Hybrid Multi-Cloud Transformation for Global Enterprises Pune September 25th 2025: Tech Mahindra (NSE: TECHM) a leading global provider of technology consulting and digital solutions to enterprises across industries announced an agreement with AMD the leader in high-performance and adaptive computing to accelerate enterprise transformation through next-generation infrastructure hybrid cloud and AI adoption. The collaboration aims to empower enterprises across key sectors including manufacturing finance"
X Link @MikeLongTerm 2025-10-10T15:44Z 15.8K followers, 5167 engagements

"BREAKING $GRAB & The Legend Martin Ebner Ubs Asset Management Americas Inc is a subsidiary of UBS Americas Inc also belong to UBS Group AG($5.9Tril Fund) increased $GRAB position by XXXXX% or 3659621 shares to a total holding of 20921415 shares from 13f So the legend Martin Ebner with XX% average return is now concentrating his holding on $GRAB. Martin Ebner a Swiss billionaire businessman and investor is indeed known for his strategy of taking large concentrated positions in companies So all the Legends are on this Singapore base company SuperApp. What are you doing 🤔 And this is Not"
X Link @MikeLongTerm 2025-08-17T00:23Z 15.9K followers, 5690 engagements

"@gdb HI @gdb great to see @OpenAI made a big move with Inference Queen $AMD. Where do you see @AMD and @OpenAI in term of Intelligence in 5-10 years And how is ROCm X progress so far Great to see you and Dr. @LisaSu on CNBC and Bloomberg answering hard questions"
X Link @MikeLongTerm 2025-10-12T20:45Z 16K followers, XXX 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 2025 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 @MikeLongTerm 2025-10-02T16:38Z 15.8K followers, 56.4K engagements

"BREAKING $GRAB Q3 ER on Nov 3rd 2025🔥🔥🔥 NEW YORK XX October 2025 - Grab Holdings Limited (NASDAQ: GRAB the "Company" or "Grab") plans to announce its unaudited third quarter 2025 results after the U.S. market closes on November X 2025. The Company's management will hold a conference call to discuss the third quarter 2025 results at: Date and time: 7:00 PM U.S Eastern Time on November X 2025 8:00 AM Singapore Time on November X 2025"
X Link @MikeLongTerm 2025-10-14T12:30Z 16K followers, 7594 engagements

"$GRAB MTUs🚀 GrabAds is the New 👑of Ads 🧵 Before I go into this long thread GrabAds started because Anthony want to increase income for Drivers. It started with the love and care now we are here dominating as the most cost-effective Ads platform And if it is not too much @grok Please do me a favor and do summary comment While @AnthonyPY_Tan is adding more services to the AI SuperApp to drive Monthly Transacting Users growth GrabAds(in its infant stage) is already the most efficient and cost effective advertising platform. In this thread I will go deeper into it so you understand what I"
X Link @MikeLongTerm 2025-10-04T22:37Z 15.9K followers, 6722 engagements

"People have been telling for years that I'm going to lose all money on $amd $pltr $tsla $xyz. The same people are telling me now I'm going to lose on $grab $Hims. Not Financial Advice"
X Link @MikeLongTerm 2025-10-08T03:13Z 16K followers, 18.4K engagements

"Do you know why Silver is up massively We can print money but We can't print AI Chips and Energy. I knew this since ChatGpt hype and moved quickly to more Silver and $ETH. $GRAB was recently since FEB but should enjoy the tailwinds with this trend. USD. GRAB Top-Bottom Line Not Financial Advice"
X Link @MikeLongTerm 2025-10-14T01:15Z 16K followers, 10.2K engagements

"BREAKING $NVDA Jensen Huang on $AMD @OpenAI Deal & AI/China🔥 Source and all Credit: CNBC"
X Link @MikeLongTerm 2025-10-07T22:51Z 16K followers, 27.2K engagements

"$GRAB Seeing significant interest from Institutions(Q3). We should start seeing more 13f as we get closer to November. What I posted from Q2 we should see familiar funds in Q3 added more. Short Interest should continue to trend to new ATH and ATH and ATH. We should also expect more manipulations incoming. Potentially a short report. Sub Group will be the first to see it. Then I will update the rest to everyone. Will be interesting to learn if "dumb money" sold any to "smart money" in Q3. My estimate is much smaller % than Q2. Q2 was more than 50m shares Grab Basically was tamed from Jan to"
X Link @MikeLongTerm 2025-10-10T01:43Z 15.9K followers, 8585 engagements

"$NVDA New CEO JenSen Huang on CNBC Full🎙 @nvidia and @OpenAI partnership since 2016; different than $AMD and OpenAI deal. OpenAI gonna have to raise funding to fund the Data centers cited OpenAI revenue is growing very fast. @xai & NVDA equity raise Is this a Bubble discussion General AI and Specialized AI AI ecosystem will need more Chip makers US vs China AI Arms Race H1B Energy (implying self-generated energy data center) Demand for computing in the last X months went up substantially Source and Credit: CNBC"
X Link @MikeLongTerm 2025-10-08T12:46Z 16K followers, 37.9K engagements

"$GRAB Dine-Out Oct 2025 Update 🔥🔥🔥 Grab AI SuperApp recently launched Dine-Out which allows users to discover reserve tables and access exclusive discounts at participating restaurants directly through the Grab app continues to expand across Southeast Asia. Launched earlier in 2025 it's designed to boost in-restaurant dining by integrating with Grab's superapp ecosystem; no delivery fees involved just high-margin(70-80% w/ 20-35% commission) reservations and promotions. As of early October over 1500 restaurants in Singapore alone are live on the platform with similar growth in markets like"
X Link @MikeLongTerm 2025-10-14T20:34Z 16K followers, 9557 engagements

"$QQQ $PLTR $AMD $TSLA $TSM $GRAB $HIMS IF you sold some or all of your long term on Friday Now regretting it now. Dot Com was worse The 2008 was wild. That was when fundamental weakened. Friday No fundamental was broken it was just peak fear. What I was doing and did after I continued to post DDs and analysis on my long term. At the end of the day you gotta know what you own. That doesn't mean we dismissed all the risk. Otherwise Another Friday will haunt you for the rest of your investing cycle. Not Financial Advice"
X Link @MikeLongTerm 2025-10-12T20:11Z 16K followers, 7181 engagements

"$qqq $spy $dia $iwm $iwo I wouldn't say volatility is over. Sentiment is going to be better than Friday. Market will worry until a deal is signed. This has nothing to do with long term investing. That is the point of investing. You are not a trader"
X Link @MikeLongTerm 2025-10-13T04:35Z 16K followers, 4286 engagements

"$AMD @OpenAI $TSM @GroqInc CEO 🎙 Jonathan Ross the father of Google TPU on "Is AI a Bubble""
X Link @MikeLongTerm 2025-10-07T22:07Z 16K followers, 69.4K engagements

"$GRAB and Q3 Earning Discussion🧵 Before I go into the discussion in this clip you will see why $GRAB AI SuperApp is winning and will soon to have most market share. There are no other SuperApp not even Wechat(OG SuperApp) that is treating Merchants/Drivers like customers. Not even in the US the home of capitalism. Why Because it is less profit. In this clip Anthony also gave us hint of a strong Q3 Q4 2025 Grab Holdings Southeast Asia's leading AI SuperApp has seen robust growth in its Mobility and Deliveries segments fueled by a surge in regional tourism (projected at XXX million"
X Link @MikeLongTerm 2025-10-11T16:19Z 16K followers, 41.6K engagements

"BREAKING $GRAB 15th day MANIPULATION This is the 15th day out of XX trading days seeing aggressive algo manipulation from $GRAB short sellers. I did not see any cheap downgrade/catalyst from bears(HSBC & Google) this morning on Grab. And many of my $GRAB posts are being reported. I'm guessing they hated the idea of me calling them out and posting correct information/catalysts daily. Short Interest is very likely to hit new ATH after ATH toward year end. Disclaimer: I never been paid/offered money by Grab Holding. I'm doing this as a long term shareholder. Part of my contribution to this small"
X Link @MikeLongTerm 2025-10-09T13:57Z 16K followers, 30K engagements

"$AMD Upgraded to $XXX PT from Jefferies 🔥🔥🔥 AMD upgraded to Buy as Jefferies cites strong validation from @OpenAI deal. $XXX from $XXX We rarely do this but are upgrading AMD post their announcement with OpenAI this morning Jefferies said in a note on Monday. This is a strong validation of AMDs AI roadmap and the level of AI demand in general. It also cited improved server checks and potential for XXX basis points per year share gains in Server CPUs with Venice as additional reasons for the upgrade. Blayne Curtis is one of the top Wall Street Analyst. However He forecasts $XXXX EPS for"
X Link @MikeLongTerm 2025-10-10T02:01Z 16K followers, 20.2K engagements

"BREAKING $OPEN 13f filing-Royal Bank Of Canada($1Trillion Fund) increased $OPEN position sharply by 1678.56% or 1158121 shares to a total holding of 1227116 shares"
X Link @MikeLongTerm 2025-09-08T11:03Z 16K followers, 61.6K engagements

"@federalreserve Governor Chris Waller: Still believe we need to cut rates but need to be 'cautious about it' $QQQ $SPY $DIA $IWM $IWO Source and Credit: CNBC"
X Link @MikeLongTerm 2025-10-11T22:25Z 15.9K followers, 1710 engagements

"Silver Hedge $ETH $GRAB Should outperform later. SIlver and gold are doing very well right now"
X Link @MikeLongTerm 2025-10-13T10:05Z 16K followers, 12.9K engagements

"$AMD $NVDA & the @AMD Bear @SemiAnalysis_ 🧵 Here are some facts: $META allocated XX% AI GPUs to $AMD @OpenAI allocated 6GW(38%) to $AMD X. Model-Specific Bias: Llama XXX 70B graph favored NVIDIA due to TRT-LLM optimizations highlighting throughput and latency where Blackwell excels. In contrast the GPT-OSS 120B chart shifts focus to cost and interactivity where MI355X shines. This selective model choice clearly suggests SemiAnalysis tailors benchmarks to reinforce narrativesNVIDIAs dominance in speed (Llama 3.3) and AMDs niche in cost (GPT-OSS). GPT-OSS 120B with its sparse attention"
X Link @MikeLongTerm 2025-10-10T10:19Z 16K followers, 101.4K engagements

"$XYZ @blocks is a $XXX stock 🧵 After it shifted to profitable growth from years of "Growth at all cost". 2025 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 multifaceted fintech powerhouse encompassing Square's merchant ecosystem Cash App's consumer finance tools Afterpay's buy-now-pay-later (BNPL) services and emerging ventures like Bitkey (a self-custody Bitcoin wallet) and Proto (AI-driven hardware). Founded in 2009 by Jack Dorsey and James McKelvey the company is headquartered"
X Link @MikeLongTerm 2025-09-29T13:54Z 16K followers, 16.1K engagements

"What is the probability of $GRAB hitting $1B revenue by Q4 2025 We are around XX% odd of hitting $1B revenue on my projection"
X Link @MikeLongTerm 2025-10-07T09:59Z 15.9K followers, 24.3K engagements

"Anyone with a green portfolio today I'm so red 🩸🩸🩸"
X Link @MikeLongTerm 2025-10-10T17:33Z 15.9K followers, 4167 engagements

"$NVDA Jensen Huang 🎙AI Concern 🔥🔥🔥 $AMD @OpenAI $TSM $AVGO $MSFT $GOOGL @nvidia CEO talked Dot Com vs current AI CapEx"
X Link @MikeLongTerm 2025-10-12T18:02Z 16K followers, 4385 engagements

"$AMD bears in 2026"
X Link @MikeLongTerm 2025-10-14T21:06Z 16K followers, 4243 engagements

"$QQQ $SPY $DIA $IWM $IWO Bears It is over"
X Link @MikeLongTerm 2025-10-12T18:09Z 16K followers, 3398 engagements

"BREAKING $AMD & @PlayStation 🔥🔥🔥 Before I go into the catalyst @AMD and Dr. @LisaSu never saw $NVDA as competition instead Dr. Su and her team focus on building the best product for customers/clients/partners. And that is part of my core thesis on AMD "customer obsession over competition". Eventually that "secret sauce" will reward shareholders over the long term. What investors saw in the last X weeks are just the beginning of AMD passion. The "secret weapon" is going to be all out starting from 2026 on all CPUs Embedded Processors APUs GPUs AI Accelerator. The "Secret weapon" is going to"
X Link @MikeLongTerm 2025-10-09T13:36Z 16K followers, 29.6K engagements

"$NVDA NVLink vs $AMD Infinity Fabric🔥🔥🔥 Background: NVLink is @nvidia 's proprietary high-bandwidth interconnect technology for linking multiple GPUs together with low latency and high throughput (up to XXX GB/s bidirectional in recent generations). NVIDIA began developing NVLink around 2011-2012 with its first public announcement and deployment in 2016 @AMD has been developing Infinity Fabric since around 2014-2015 making it approximately 9-10 years of evolution by 2025. This is AMD's scalable on-chip and inter-chip fabric for coherent communication between CPUs GPUs and accelerators. It"
X Link @MikeLongTerm 2025-10-12T23:27Z 16K followers, 13.5K engagements

"$grab $pltr $amd $tsla $hims $xyz 13f season gonna be super interesting. I'm way too excited and we are more than a month a way. I'm so hyped to see what "smart money" buy/sell"
X Link @MikeLongTerm 2025-10-06T18:05Z 16K followers, 2781 engagements

"@nuck_luck40 It is a longer term hedge"
X Link @MikeLongTerm 2025-10-13T11:57Z 15.9K followers, XX engagements

"BREAKING $AMD Fubon Securities upgraded @AMD PT to $XXX issued BUY Rating"
X Link @MikeLongTerm 2025-10-09T11:54Z 16K followers, 39.1K engagements

"@grok summarize this $GRAB thread for folks that do TLDR"
X Link @MikeLongTerm 2025-10-04T23:20Z 15.9K followers, 1711 engagements

"$AMD will have $70B-$100B revenue in FY 2026. And analysts are still so far behind. @AMD bears are still pounding the table like they gonna win this game when AMD pops X digits growth. I can't make it any clearer than this. I will write a detailed revenue trajectory for FY 2026 tomorrow. I literally wrote countless threads on @OpenAI and $AMD partnership before the 6GW deal. Bears didnt listen. AMD will be re-rated whether you like it or not in 2026. You may not be ready but I'm for years for this J-curve moment. Alright that is it. Off to bed. Not Financial Advice"
X Link @MikeLongTerm 2025-10-14T02:13Z 16K followers, 64.8K engagements

"$AMD Dr. @LisaSu @OpenAI on Fox Business🔥 Dr. Su confirmed @AMD can supply millions of Chips. Aligning with my analysis on CoWoS capacity increase and Secret weapon Chiplet design. Dr. Su also confirmed she can deliver all AI GPUs to partners/clients👀(implying higher allocation from $TSM) "We have plenty for other customers as well"-Lisa Su @OpenAI is very impressed with the progress of MI450 chip. Refering to new chiplet design improvement on higher bandwidth(3x more data transfer) lower lantency(lower 20-50% delay) and more energy efficient(30% lower). OpenAI wants all AMD Chip(MI450)😂"
X Link @MikeLongTerm 2025-10-08T01:39Z 16K followers, 38.7K engagements

"$BMNR Tom Lee is BULLISH On CNBC 🔥🔥🔥 $QQQ $SPY $DIA $IWM $IWO Tom Lee historically been bullish XXX days out of XXX days $NVDA has much lower PE than $WMT and $COST. Similar to the Legend Peter Lynch(30% average return) interview on @TheCompoundNews abt @Costco PE = No AI Bubble Institutions will allocate more funds into the market. The most hated V Shape recovery. Retail investors been going all in from all Dips $PLTR $NVDA $APP"
X Link @MikeLongTerm 2025-10-09T19:27Z 16K followers, 178.2K engagements

"$AMD to $X Trillion- @OpenAI @Oracle $300B🔥 Before I go into the detail I will link all these threads together to support my $X Trillion Market Cap Roadmap for $AMD thread later. This is just one of them. We have $META @OpenAI @xai $MSFT $AMZN $GOOGL Saudi UAE XX countries and many more small-medium startups. This is AMD J-Curve moment with data to back it up. Oracle OpenAI signed $XXX Billion Cloud Deal in Sept 2025. AMD stands to gain substantial revenue from the OpenAI-Oracle partnership leveraging its Instinct MI355X GPUs next-generation MI450 GPUs and critically its breakthrough EPYC"
X Link @MikeLongTerm 2025-10-11T18:40Z 16K followers, 92.4K engagements

"@jollyjim55 @AMD It is not giveaway. It is performance based. stop spreading misinformation. $XXX a share is a win win. And 6GW is $120-$150B total. That is still years of revenue and eps growth for $AMD shareholders"
X Link @MikeLongTerm 2025-10-14T13:53Z 16K followers, XXX engagements

"$GRAB & Thinking Ahead (MTU)🧵 Grab Dine-Out and Free Grab Map(much more accurate than Google Map) in the SuperApp are some of the greatest enagement drivers for the coming quarters/years. But Grab is missing some features that could drives more eyes/users to its Ecosystem. WeChat has that core (text messaging voice/video calls and group chats) with very minimal ads to retain users' experience. So we must explore new creative features to acclerate Monthly Transacting Users I can think of X different new products that can boost 46m monthly transacting users to 10x. To be the "The Everyday"
X Link @MikeLongTerm 2025-10-04T03:16Z 15.9K followers, 30.9K engagements

"$GRAB Short Sellers have small 🍆 energy Context: GRAB SI went from 51m shares(Sept 2024) shorted to 188m shares short(Sept 2025) or XXX% increase How long do they plan to pay 3rd party to hide $GRAB information/catalysts from brokers I called X brokers and they all claimed "we got updates through 3rd party". They never gave me the name of the 3rd party. Otherwise u will see me posting abt this fraud. Shouldn't we have some kind of criminal investigation on these short sellers and 3rd party This is literally fraud I dont have a problem of funds shorting and losing money. But I do have problem"
X Link @MikeLongTerm 2025-10-09T18:10Z 15.9K followers, 6475 engagements

"@vatsalBN You can find the answer on prior threads by searching @MikeLongTerm $GRAB short . Bears will be proved wrong again. If u want further analysis considering subscribe to Group discussion"
X Link @MikeLongTerm 2025-10-13T14:42Z 15.9K followers, XXX engagements

"BREAKING Casino Baccarat is renamed to "Prediction markets" Not Financial Advice"
X Link @MikeLongTerm 2025-10-09T14:14Z 15.9K followers, 2243 engagements

"$GRAB Current 5-yr consensus growth is too low🧵 Grab AI SuperApp in SEA has long been undervalued by conservative analyst models that peg its 5-year revenue growth at XX% annually (implying XX% cumulative by 2030) However what we learnt from the last XX days @AnthonyPY_Tan has embraced aggressive growth path/pivots-particularly its tourism( @Alipay @KlookTravel) GrabFin's explosive scaling the Dine Out expansion and the transformative GrabUnlimited partnership with OpenAIreveals a more compelling narrative. Because of these catalysts stock price appreciated 30-50% from the ATL. These"
X Link @MikeLongTerm 2025-10-07T01:45Z 15.9K followers, 44.5K engagements

"BREAKING $GRAB @AnthonyPY_Tan Newest 🎙 "Anthony Tan on Reinventing a Business WSJ Leadership Institute" AI Drone Autonomous Vehicle @OpenAI ChatGpt. Bringing the best techonology to SEA to uplift as many people as possible out of poverty. He said he can't share Q3 Result yet but hinted growing very STRONGLY. Anthony said certain market( he said he doesnt want to name it) that GRAB business model proves anti-recession(It is Thailand market). Thailand is still recovering from Covid as tourism is a major part of Thai Economy. Former CEO of Amway Milind Pant X questions X. Additional services on"
X Link @MikeLongTerm 2025-10-03T17:00Z 16K followers, 89.5K engagements

"BREAKING $GRAB 14th day Manipulation spotted🔥 Short sellers are still paying 3rd party to hide all $GRAB partnerships/deals/catalysts. XX days out of XX trading days are manipulated. IMPRESSIVE conviction on a company with $7.6B cash Profitable FCF+ with little debt and locked in XX% growth minimum from Q4 2025. No @OpenAI direct partnership for GrabGPT on Grab SuperApp. Not @Alipay with 1.7B users partnership. This is NOT going to end well Not Financial Advice"
X Link @MikeLongTerm 2025-10-08T15:37Z 15.9K followers, 8300 engagements

"Public portfolio and X Subscription I'm still waiting for X Subscription approval. I decided to only focus on @X as my main platform to share what I learn. After years of posting DDs I still have a lot to learn as content creator. While i'm figuring that out I will keep all my posts at Free.99. I don't like the idea of paywall where my goal is to share helpful information. And I'm addicted to misunderstood companies. I will try my best to include the TLDR for my long threads. It its very difficult for me to explain my take in a few sentences. When X approves my account I will discuss the"
X Link @MikeLongTerm 2025-09-18T15:06Z 16K followers, 163.9K engagements

"BREAKING $AMD & Taiwanese Advanced Semiconductor Engineering. (ASE) 🔥🔥🔥 @AMD EPYC and Ryzen CPUs increased ASE Data Center Compute Resources by XXX times & XX% produtivity gain ASE improves performance and reduces energy with AMD CPUs ASE increased its data center compute resources by XXX times and improved client PC user productivity by XX percent with AMD EPYC and Ryzen CPUs. Taiwanese Advanced Semiconductor Engineering Inc. (ASE) is a leading company in testing and assembly of computer chip packages which can be as compute-intensive as design and fabrication. ASE is always looking for"
X Link @MikeLongTerm 2025-10-04T20:22Z 15.8K followers, 4610 engagements

"$AMD sell-off makes 'absolutely no sense' By Patrick Moorhead"
X Link @MikeLongTerm 2025-10-11T00:30Z 16K followers, 18.5K engagements

"BREAKING $AMD $TSM $BABA 🚨🚨🚨 Alibaba $BABA CEO Eddie Wu anticipates that overall AI investments will accelerate to nearly $X trillion globally over the next five years. CPUs: @alibaba_cloud has deployed @AMD 's EPYC processors in its Alibaba Cloud data centers for general-purpose computing and AI workloads. For example its Yitian XXX Arm-based server CPU (developed in-house) is often paired with AMD EPYC for hybrid setups and Alibaba has historically used EPYC chips for cloud infrastructure since 2020. AMD new "secret weapon" AI Chip will be getting large orders from $BABA if approved."
X Link @MikeLongTerm 2025-10-04T23:20Z 16K followers, 24.4K engagements

"$GRAB Map (B2B) Discussion 🧵 TLDR: If you don't read until the end you will miss the juicy part GrabMap(B2B) is a big deal long term Grab Maps is Free to use for Drivers/Users in the SuperApp is the in-house mapping and location intelligence platform developed by Grab Holdings Limited the Southeast Asian super-app offering ride-hailing deliveries financial services and more. Launched as an enterprise service in 2022 GrabMaps leverages hyperlocal data collected from Grab's vast network of drivers riders and delivery partners to provide accurate real-time mapping tailored to the unique"
X Link @MikeLongTerm 2025-10-05T13:43Z 16K followers, 43.4K engagements

"$AMD & Top @BankofAmerica Analyst 🔥🔥🔥 Bank of Americas Vivek Arya bumped the target to $XXX from $XXX estimating the deal could be worth over $XXX billion. He believes that the OpenAI deal adds to other major agreements AMD made earlier this year with Middle Eastern governments or sovereign entities. Complementary Middle Eastern agreements In May 2025 AMD secured a multi-year $XX billion partnership with HUMAIN a new artificial intelligence enterprise backed by Saudi Arabia's sovereign wealth fund. Joint investment: Under the agreement AMD and HUMAIN will jointly invest up to $XX billion"
X Link @MikeLongTerm 2025-10-07T12:02Z 16K followers, 36.1K engagements

"BREAKING $AMD PT upgraded to $XXX Buy Rating Arete Adjusts PT on @AMD to $XXX from $XXX Maintain Buy Rating Who is ready for big $META and $MSFT deal"
X Link @MikeLongTerm 2025-10-14T10:17Z 16K followers, 17.5K engagements

"BREAKING $GRAB & another Invesco Fund 🔥🔥🔥 $ASIAX - INVESCO Asia Pacific Growth Fund Class A started a brandnew position on $GRAB with 1161712 shares. Oh wow this Fund just took in 20m shares like it is nothing. I expect this is "oh 💩" moment for them to realize $GRAB is a AI SuperApp that is about to hit 30-50% growth"
X Link @MikeLongTerm 2025-09-30T11:14Z 16K followers, 18.6K engagements

"$AMD $NVDA @SemiAnalysis_ Of course the Idol is tapping the back of FanBoy where the industry only needs X AI Accelerator supplier. So they can be monopoly. Not too long ago in a podcast SemiAnalysis and other hosts/guests were concluding @intel and @nvidia deal will end $AMD. Calling it "AMD is done". Semianalysis has been bearish on AMD for months and years while AMD Quarterly results $ORCL partnership @Dell partnership $META XX% allocation @OpenAI 6GW(38%) @elonmusk @xai confirmed AMD AI GPUs works well on small-medium models or how $MSFT $GOOGL $AMZN Saudi UAE and XX other countries all"
X Link @MikeLongTerm 2025-10-10T13:58Z 16K followers, 12.3K engagements

"$GRAB Mart(Grocery) Sept-Oct Update 🧵 Sources confirmed GrabMart has seen steady operational expansions and promotional activity in Southeast Asia during this period aligning with broader tourism recovery and AI-driven efficiencies. X. FAMA Collaboration in Malaysia (Ongoing Since September 2025): GrabMart partnered with Malaysia's Federal Agricultural Marketing Authority (FAMA) to digitize over 300+ farmers' market traders (e.g. Pasar Tani Kekal Putrajaya with XX vendors). This includes incubator training via GrabMasterclass boosting SME visibility and sales by 1220% for partners."
X Link @MikeLongTerm 2025-10-14T00:08Z 16K followers, 16.6K engagements

"$QQQ $SPY $DIA $IWM $IWO Heat Map"
X Link @MikeLongTerm 2025-10-10T17:38Z 15.9K followers, 6682 engagements

"$HIMS short sellers ok Would u like me to call an ambulance"
X Link @MikeLongTerm 2025-10-07T18:29Z 16K followers, 17.3K engagements

"BREAKING $GRAB Tourism Update 🔥🔥🔥 My source is telling me GRAB tourism is extremly busy meaning it is doing well despite it was launched very recently. My guess is @Alipay with 1.7B users and partnerships with X countries' tourism departments really help More airport rides/foods delivery/dine-out. Driven by strong regional tourism recovery and the company's dominant market position. This growth is expected to continue into the holiday season with the company's additional services reflecting this positive trend through revenue growth and increased profitability. September updates highlight"
X Link @MikeLongTerm 2025-10-11T01:47Z 16K followers, 8941 engagements

"$AMD @WellsFargo raised PT to $XXX 🔥🔥🔥 Wells Fargo analyst Aaron Rakers raised the firms price target on AMD (AMD) to $XXX from $XXX and keeps an Overweight rating on the shares. Cited strong market share in AI GPUs from $AMD after @OpenAI deal from initial less than 10%. In case of Perm bear @SemiAnalysis_ AMD would not have ANY market share The new partnership is expected to substantially boost AMD's financial outlook for the coming years The analyst noted that OpenAI's use of AMD chips validates the continuation of the AI infrastructure boom. While Nvidia is expected to remain the"
X Link @MikeLongTerm 2025-10-10T12:27Z 16K followers, 9736 engagements

"Hey Mike How $AMD gonna get to $70B-$100B by end of 2026. Dr. @LisaSu just showed you. $META 1-2GW deal is coming baby Context: $META is @AMD largest customer that purchased more than 250000 AI Accelerators and is buying more of MI350X. Meta Platforms and Advanced Micro Devices have maintained a robust evolving business partnership since at least 2021 primarily centered on hardware for data centers AI workloads mobile infrastructure and emerging technologies like the metaverse and open radio access networks (Open RAN). This collaboration positions AMD as a key supplier to Meta helping the"
X Link @MikeLongTerm 2025-10-14T22:22Z 16K followers, 10.8K engagements

"$AMD $META After @OpenAI Deal 🧵 If you are excited about the @OpenAI and $AMD 6GW deal you will be even more excited on incoming similar GWs of deal with @Meta. Context: Meta allocated XX% of AI GPUs to AMD and continuing to be AMD largest customer. So More Mi355X and future MI450 revenue. Meta's $60-65 billion AI capex for 2025 includes building a 2GW+ data center and scaling to XXX million GPUs total. With XX% allocated to AMD this implies hundreds of thousands more Instinct units (e.g. MI325X in Q4 2024 ramping to MI350 series in H2 2025 and more MI450 in 2026). Meta's Llama X training"
X Link @MikeLongTerm 2025-10-11T14:25Z 16K followers, 37.8K engagements

"$BMNR Tom Lee this morning 🔥🔥🔥 $QQQ $SPY $DIA $ETH $BTC $AMD $NVDA $TSM Tom Lee still sees 7000 SP500 year end. Tom Lee is Bullish Who would have thought $WMT and $COST are now the best defender for AI companies' valuation Source and Credit: CNBC"
X Link @MikeLongTerm 2025-10-13T14:12Z 16K followers, 6548 engagements

"$PLTR $AMD $TSLA $HIMS $GRAB Short Sellers"
X Link @MikeLongTerm 2025-10-06T22:45Z 15.9K followers, 5091 engagements

"BREAKING @wearehims $PDP - Part of $X Tril Fund Invesco started a brandnew position on $HIMS with 315537 shares"
X Link @MikeLongTerm 2025-09-29T18:44Z 16K followers, 2083 engagements

"10y yield is declining with Oil Price. $QQQ $SPY $DIA $IWM $IWO The @federalreserve is Dovish. They want to stop balance sheet runoff. Oil is declining. Longer end yield is declining. Q2 Earning was decent Q3 should be coming in strong. Very little bearish catalysts in the short-medium term. We may have some speculative companies deflating from 2026- 2027. AI CapEx 2026 will be higher than 2025. Software deployment is much much faster today than prior LLM/ChatGPT. Don't be too bearish. Not Financial Advice"
X Link @MikeLongTerm 2025-10-14T18:26Z 16K followers, 2252 engagements

"BREAKING @PalantirTech LONDON--(BUSINESS WIRE)--October XX 2025-- Accenture (NYSE: $ACN) has acquired Decho a UK-based technology and AI consultancy that helps organizations reinvent through the design delivery and scaling of Palantir solutions. The acquisition further strengthens Accenture's strategic advisory and advanced engineering capabilities for $PLTR solutions for clients across the health government defense and commercial sectors in the UK and beyond. Accenture has acquired Decho a UK-based technology and AI consultancy that helps organizations reinvent through the design delivery"
X Link @MikeLongTerm 2025-10-14T10:13Z 16K followers, 9840 engagements

"@OpenAI @gdb Source and Credit: CNBC"
X Link @MikeLongTerm 2025-10-12T16:04Z 15.9K followers, 1370 engagements

"BREAKING @federalreserve Chair Jerome Powell 🎙 $QQQ $SPY $DIA $IWM $IWO Jpow said the FED may stop Balance sheet runoff"
X Link @MikeLongTerm 2025-10-14T17:17Z 16K followers, 2582 engagements

"$COST is the best AI company "Sarcasm inserted""
X Link @MikeLongTerm 2025-10-08T20:36Z 16K followers, 4370 engagements

"BREAKING $HIMS SHORT INTEREST @wearehims Total Shares Sold Short or Short Interest went up from 66530000 shares to 71013939 shares - source: NYSE 🔥🔥🔥 These idiots gonna end up buying boner pill from after they cover We are going HIGHER Folks Not Financial Advice"
X Link @MikeLongTerm 2025-10-09T22:05Z 16K followers, 3717 engagements

"BREAKING $GRAB 18th day MANIPULATION 🔥🔥 I have seen significant number of my posts are getting reported. Will repost this if this gets removed Spotted 18th days manipulated activities on Order Book out of XX trading days. Don't expect short sellers to go away for a while. They hated the fact that I'm calling them out daily. Alright that is it. Not Financial Advice"
X Link @MikeLongTerm 2025-10-14T13:33Z 16K followers, 13K engagements

"$GRAB Map Expansion to Mongolia (B2B)🔥🔥🔥 "Grab Hails Mapping Tech as Promising Revenue Driver" Expansion Initiative: Grab is launching its first nationwide mapping project outside Southeast Asia by partnering with a local Mongolian firm to create a comprehensive map of Mongolia. This builds on GrabMaps Grab's in-house mapping platform introduced in June 2022 which leverages crowd-sourced data from its vast network of over XXX million drivers to generate hyper-local real-time maps optimized for dense urban environments like malls and narrow streets. Strategic Vision: The move signals Grab's"
X Link @MikeLongTerm 2025-10-02T10:29Z 15.9K followers, 18.1K engagements

"$AMD @OpenAI 6GW Deal Commented from @altcap on All-In PodCast "Either the MI450 gets adopted and they get back into the game or they're out" Gerstner added noting that AMD's previous generation the MI350 "was just not competitive" with Nvidia's offerings. "Shes a total warrior. I think she believes in the MI450. She went to her board and she said Listen we got to take the shot here. We got to bet the farm.' If it works shes going to get XXX billion of incremental revenue just from OpenAI" he stated. Source+ Credit:"
X Link @MikeLongTerm 2025-10-13T10:56Z 16K followers, 91.3K engagements

"What if $GRAB Dine-Out kickstarts the S-Curve for this AI SuperApp in 2026 instead of 2027-2028 and the FED blows up the whole economy and FFR back down to X% What is your game plan Did you accumulate core position already or are you still doing DD The fast acquisition of customers since the launch of Dine-Out and recently in the month of August/September are shocking me. This is with almost very little resources and 1/3 of new users downloaded Grab SuperApp for Dine-Out-Discovery. The XX% market share and soon to be XX% will allow Grab to charge a premium where not just restaurants but"
X Link @MikeLongTerm 2025-10-03T18:04Z 15.9K followers, 8040 engagements

"$GRAB I appreciated you Bears🔥🔥🔥 Keep selling me cheap shares🤌 Absolutely NOT Financial Advice"
X Link @MikeLongTerm 2025-10-14T13:40Z 16K followers, 16.6K engagements

"@johnny10gunz @AMD $NVDA will still do well but they won't like X digits at this size. Demand is still 10-12 to X Supply"
X Link @MikeLongTerm 2025-10-13T12:41Z 15.9K followers, XXX engagements

"$AMD & $INTC First Anniversary 👀👀👀 @AMD and @intel Celebrate First Anniversary of x86 Ecosystem Advisory Group Driving the Future of x86 Computing AMD and Intel today marked the one-year anniversary of the x86 Ecosystem Advisory Group (EAG) a joint initiative launched in October 2024 to strengthen the future of x86 computing. The advisory group unites AMD Intel and key ecosystem partners in a shared commitment to advancing the x86 platform through collaborative decision-making standardized features and developer-friendly innovations. With a mission to enhance compatibility predictability"
X Link @MikeLongTerm 2025-10-14T00:42Z 16K followers, 2734 engagements

"BREAKING $GRAB 12th days Manipulation Short sellers so far manipulated $GRAB price action XX days out of XX trading days since the breakout. Particularly this morning right after the bell. This is getting stupid. They failed to convince a bear case mostly fake new. We will hit $1B revenue quarter by Q4 2025( very likely). That will push growth to XX% YoY. Re-rating will come whether bears like it or not. You have been warned short sellers. This will not end well. Don't be like $PLTR short sellers booked bigger losses than $TSLA short sellers. 😏 Not Financial Advice"
X Link @MikeLongTerm 2025-10-06T13:39Z 15.9K followers, 45.1K engagements

"This may be positive for $OSCR $UNH and many health insurance businesses"
X Link @MikeLongTerm 2025-10-05T15:12Z 16K followers, 5783 engagements

"$AMD $5Trillion MC is Inevitable Long Term🧵 Context: I projected @AMD FY 2026 Revenue to be $55B-$62B back in September in the thread "$AMD is a $XXX stock by 2026 🧵" I believe I was too conservative and FY 2026 may hit $70-$100B if $TSM executed on its expansion strategy successfully. Dr. @LisaSu has full confidence in TSMC in 2026 and I been covering AMD for years She always been conservative and humble when it came to her guidance/projection. I trust Dr. Su and AMD team on this one. In early 2025 until now most projection and analysts were concluding that @AMD would only get 200k of AI"
X Link @MikeLongTerm 2025-10-12T22:26Z 16K followers, 76.9K engagements

"$GRAB Institutional Ownership hit 84%+ or ATH🧵 TLDR: Bulls($22 Trillion) vs $1.1B Short Sellers Legendary investors/funds with 15-30% average return in decades so pick your battle carefully @MorganStanley @SoftBank @BlackRock Tiger Global Wellington Management Invesco @jpmorgan State Street Bridgewater Associates Oaktree Capital. Grab AI SuperApp a leading super-app in Southeast Asia offering ride-hailing delivery and financial services Tourism ChatGpt has seen notable developments in its institutional ownership over the last XX months (October 2024 to October 2025). Based on most current"
X Link @MikeLongTerm 2025-10-01T17:36Z 16K followers, 7696 engagements

"@RealMattMoney i hope $BROS go down more so I can double my position"
X Link @MikeLongTerm 2025-10-11T14:52Z 16K followers, XXX engagements

"So many $HIMS claimed to be bulls exited their entire positions. And I checked the stock it was up 4.23%. I mean can you bears and short sellers bring it down to $XX or lower I have some cash to deploy. Work harder short sellers"
X Link @MikeLongTerm 2025-10-06T22:37Z 16K followers, 9972 engagements

"Averaging up is the way. Folks shouldn't try to time the market. $GRAB long term shareholders are in good hand. The perfect route is running up to $X into Q3 ER then Q4 2025 with $1B revenue that will change everything. Re-rating break to $XX fair valuation. Companies that are growing above XX% or closer to XX% get a premium. When Wall Street accepts GRAB is an AI SuperApp business P/S will be much higher"
X Link @MikeLongTerm 2025-10-06T22:31Z 16K followers, 13.8K engagements

"BREAKING $AMD all PT this morning 🔥🔥🔥 @MorganStanley $XXX from $XXX. Equalweight rating Piper Sandler $XXX from $XXX. Overweight Rating Jefferires $XXX. Buy Rating Barclays $XXX from $XXX. Overweight. Cantor $XXX from $XXX Bernstein $XXX from $140(biggest AMD bear) Deutsche Bank $XXX Truist Securities $XXX Buy rating Roth Capital $XXX from $XXX Benchmark $XXX Buy rating And lastly I will be sharing with subscribers my latest analysis on end of 2025 $TSM CoWoS capacity analysis and how should we project it toward H1 2026 and end of 2026. This should give a better understanding of current"
X Link @MikeLongTerm 2025-10-07T10:26Z 16K followers, 96.7K engagements

"Why $AMD @OpenAI 6GW Deal was Inevitable🧵 Background: @AMD and OpenAI signed their multi-year X gigawatt deal on October X 2025. The initial phase of the partnership will begin in the second half of 2026 with the deployment of X gigawatt of AMD Instinct MI450 GPUs. Context: OpenAI developed Triton first released in 2021 and reached version XXX in 2023 with ongoing improvements for cross-vendor support. Triton's emergence represents a strategic challenge to @nvidia 's CUDA monopoly in AI/ML workloads driven by OpenAI's need for cost efficiency hardware independence and developer productivity."
X Link @MikeLongTerm 2025-10-13T02:01Z 16K followers, 8160 engagements

"$AMD $MSFT What is going on @Microsoft"
X Link @MikeLongTerm 2025-10-14T18:51Z 15.9K followers, 1008 engagements

"BREAKING $GRAB Dine-Out went Viral-🐐PR✅ @AnthonyPY_Tan is going ALL IN on Dine-Out 🔥🔥 Videos of people working as human Reserved signs in various restaurants in Singapore have surfaced on various social media accounts last week. They were doing absolutely nothing except staring blankly into space. The orchestrated sight naturally drew stares and confusion from passers-by but Grab had a message to send. The core thesis is that this campaign cleverly (and humorously) critiques Singapore's ingrained "chope" culturewhere people "reserve" tables by leaving personal items or having family"
X Link @MikeLongTerm 2025-10-07T15:36Z 15.9K followers, 15.2K engagements

"@SemiAnalysis_ @intel @nvidia Full interview:"
X Link @MikeLongTerm 2025-10-10T17:11Z 15.9K followers, 1313 engagements

"$GS CEO David Solomon is implying more losers than winners. I think this is a bit too bearish. But I agree on those startups that made massive claims without revenue/product. IMO AI will compound productivity gain in the coming decades. It is best to ride with it than to bet against it"
X Link @MikeLongTerm 2025-10-03T15:10Z 16K followers, 1021 engagements

"$GRAB & Talented Software Hub in India 🧵 Grab Holdings Limited Southeast Asia's leading AI SuperApp(75% market share soon to be 90-9%) for ride-hailing Food delivery Financial services Tourism Dine-Out and B2B solutions has maintained a significant engineering presence in India since 2017(Growing workforce). While not always branded explicitly as a standalone "Software hub" Grab's operations in Bengaluru (Bangalore) function as a key technology center focused on in-house software development. This setup leverages India's status as a global tech talent powerhouseranked #6 in the world for"
X Link @MikeLongTerm 2025-10-09T15:34Z 16K followers, 24.8K engagements

"@lunchizforwimps @amitisinvesting XX yr from now if at XX% average growth constant $GRAB would be at $400-$500B MC"
X Link @MikeLongTerm 2025-10-07T00:07Z 15.9K followers, XXX engagements

"BREAKING $AMD Mizuho upgrades PT to $275🔥 Mizuho has raised its price target on @AMD (NASDAQ:AMD) to $XXXXXX from $XXXXXX while maintaining an Outperform rating. The semiconductor giant currently trading at $XXXXXX with a market capitalization of $XXXXXX billion has demonstrated remarkable momentum with a XXX% surge over the past six months. Mizuho projects approximately $XX billion in incremental revenue for AMD in fiscal 2027 potentially growing to about $XX billion annually by fiscal 2030 though with possible gross margin dilution exceeding XXX basis points from the warrants"
X Link @MikeLongTerm 2025-10-13T12:33Z 16K followers, 24.2K engagements

"BREAKING $SBET & @jpmorgan $JPM Jpmorgan Chase & Co($4Trillion Fund) initiated a brandnew position on $SBET with 325200 shares source: 13f"
X Link @MikeLongTerm 2025-08-17T22:23Z 15.9K followers, 18.6K engagements

"Fun fact: $GRAB can grow X digits in revenue if @AnthonyPY_Tan is allowed with that $7.6B Cash pile. But that will make EPS volatile and more short sellers attack. Hence he is sticking with Profitable growth. Do you prefer your long term to be "growth at all cost" or "profitable growth I like profitable growth baseline at XX% and if outperform to XX% or higher I will take it. I'm conservative to all my long term projection and $AMD $TSLA $PLTR $HIMS all outperformed my projection. That is how most investors should be. Keep projection conservative but must be more accurate than analysts. 14%"
X Link @MikeLongTerm 2025-10-07T11:38Z 16K followers, 21.7K engagements

"$AMD @OpenAI $XXX PT Upgrade from Wolfe 🔥 WOLFE sees $XXX @AMD Stock on OPENAI DEAL Wolfe Research upgraded AMD to Outperform with a $XXX target citing strong upside from its OpenAI partnership and rising server demand. Wolfe projects $XX B in AI revenue and $10+ EPS by 2027 driven by MI450 chip sales starting in late 2026. Server CPU forecasts were raised and analysts see further growth from Helios and UALink platforms"
X Link @MikeLongTerm 2025-10-14T14:31Z 16K followers, 6935 engagements

"Should I write $GRAB roadmap 🧵to $500B Market Cap I don't want to cause FOMO to allow time for long term and high conviction shareholders to enter or add. The roadmap is almost clearer and more confirmed today than 5-7 months ago. Yes it will e available at Free.99"
X Link @MikeLongTerm 2025-10-12T19:04Z 16K followers, 6125 engagements

"BREAKING $GRAB & Smart Money 🔥🔥🔥 Voya Investment Management LLC($360B Fund) increased $GRAB position significantly by XXXXX% or 938524 shares to a total holding of 3569961 shares Voya has been consistently DCAing into Grab AI SuperApp almost every quarter since June 2022. MASSIVELY ADDED during Q1 Q2 2025 and now. Meanwhile dumb Short Sellers are manipulating price action XX days out of last XX trading days as Short Interest is already at ATH. Hoping to cover cheaply now sitting on estimated $350-$400m unrealized loss🚨🚨🚨 Betting against GRAB Paid 3rd party to hide catalysts/partnerships"
X Link @MikeLongTerm 2025-10-09T16:39Z 16K followers, 33.4K engagements

"$META and $AMD relationship"
X Link @MikeLongTerm 2025-10-11T14:25Z 15.9K followers, XXX engagements

"$GRAB as the biggest hedge Updated 🧵 We are just getting start on the rate cut path meaning the dollar will decline even more. Meaning $GRAB revenue & profitability will skyrocket as it collects revenue in other currencies. X% increase to X% due to increased conviction and updated thesis to $500B MC long term. $GRAB is somewhat detached from US equity and the least volatile when it comes to correction. Nearly X% position can be a substantial position sizing if this spike to $20-$25(2026-2027). That is exactly the plan. I'm very concentrated in US equity especially the AI top dogs. This $GRAB"
X Link @MikeLongTerm 2025-09-17T02:28Z 16K followers, 91.8K engagements

"@OpenAI @Meta"
X Link @MikeLongTerm 2025-10-15T01:22Z 16K followers, 1322 engagements

"$GRAB SuperApp & new $X PT From $XXXX My view: CGS projected XXXX% average growth toward 2027. Which is still XX% below my baseline growth projection in the next XX years. $GRAB is far from fair value($50B market cap). You can read the thread below to understand how I got to XX% baseline. SINGAPORE CGS International has upgraded its recommendation on Grab to add from hold previously and raised its target price by XXXX per cent to US$7 from US$5.40 as the brokerage takes on a more positive outlook on the companys financial services segment. The way CGS International analyst Jacquelyn Yow sees"
X Link @MikeLongTerm 2025-10-07T19:20Z 16K followers, 21K engagements

"$AMD $620/share is too conservative for 2026 🧵"
X Link @MikeLongTerm 2025-10-12T22:26Z 16K followers, XXX engagements

"BREAKING $AMZN @amazon @GoldmanSachs raises Amazon PT to $XXX from $XXX with Buy Rating"
X Link @MikeLongTerm 2025-10-03T12:54Z 15.8K followers, 2000 engagements

"$NVDA CEO on $AMD @OpenAI 6GW Deal🔥🔥 OpenAI President @gdb said: OpenAi been investing in AMD software (Current ROCm 7) for a long time. ROCm X with MI450 is expected to be on par with CUDA in 2026. Greg said OpenAI is getting really good performance out of ROCm X enabled through long time partnership. Excited about MI450 with great hardware innovation(pointing to the "secret weapon" (patented) new design"
X Link @MikeLongTerm 2025-10-12T16:03Z 16K followers, 59.9K engagements

"Speculative companies will deflate in 2026-2027. Don't know the exact timeline. You can only make claims for so long. Not Financial Advice"
X Link @MikeLongTerm 2025-10-13T22:38Z 16K followers, 42.7K engagements

"$AMD is a $XXX stock by 2026"
X Link @MikeLongTerm 2025-10-12T22:26Z 16K followers, XXX engagements

"not to $AMD and XXXXX% of companies in the world as they will benefit off Intelligence buildout. It is a proven fact that it accelerated productivity by 200-300% in many segments like automated coding. As far as earning $NVDA $TSM is much cheaper than $WMT and $COST. So the market is already taming their valuation"
X Link @MikeLongTerm 2025-10-12T21:12Z 16K followers, XXX engagements

"$AMD & UAE & @SoftBank @masason 🔥🔥🔥 The United Arab Emirates (UAE) actively purchases and deploys @AMD AI GPUs across consumer enterprise and government sectors. This includes retail sales for gaming and computing as well as large-scale acquisitions for AI infrastructure through state-backed entities like G42 (an AI firm chaired by Sheikh Tahnoun bin Zayed Al Nahyan). X. Retail and Consumer Purchases AMD GPUs are widely available and bought by individuals businesses and resellers in the UAE. Major e-commerce platforms and local distributors stock models like the Radeon RX series for gaming"
X Link @MikeLongTerm 2025-10-03T19:51Z 15.8K followers, 10.7K engagements

"@Tuffy1cat No. stated it multiple times. If you know how I can get paid from $GRAB let me know. Because I been doing this for free for X months since I initiated first buy"
X Link @MikeLongTerm 2025-10-13T16:28Z 16K followers, XXX engagements

"$BMNR Tom Lee and @SP500_Index 🔥🔥🔥 $QQQ $SPY $DIA $IWM $IWO Tom Lee said Q4 investors are skeptical so more room to run. He thinks Financial or FinTech have tailwind into rate cuts. That Financial may get tech valuation. Source: CNBC"
X Link @MikeLongTerm 2025-10-06T10:04Z 16K followers, 109.6K engagements

"BREAKING $GRAB $GOTO $7B deal Update TLDR version: $GOTO Is worthless and $GRAB will not need be forced to buy this for $7B Indonesia prosecutors continued searching Goto Gojek Tokopedia and seized more documents and evidences of $613m ongoing corruption case surrounding stealing money from the fund that was designated to buy Chromebook for poor children. Former Education Minister Nadiem Makarim was questioned more. Last week GoTo CEO Andre Soelistyo and former Tokopedia CEO Melissa Siska Juminto in connection with the case. Melissa now serves as e-commerce director at ByteDance the Chinese"
X Link @MikeLongTerm 2025-07-24T12:55Z 16K followers, 133.4K engagements

"$AVGO CEO on @OpenAI Deal on CNBC🔥 Source and Credit: CNBC"
X Link @MikeLongTerm 2025-10-14T01:06Z 16K followers, 3717 engagements

"BREAKING $GRAB $GOTO Update 🔥🔥🔥 Background: The case centers on the Ministry of Educations $XXX millionChromebook procurement program between 2020 and 2022 which was meant to support digital learning in schools. Investigators allege the project caused around Rp X trillion in state losses due to poor implementation and unusable devices in remote regions. The case was linked to Nadiem and other $Goto Founders. AGO also found evidences linked to Goto/Gojek. Indonesia is the largest market in SEA with 300m people population. Goto is right behind $GRAB in term of market share. This could mean"
X Link @MikeLongTerm 2025-10-14T18:57Z 16K followers, 4368 engagements

"BREAKING @GoldmanSachs $GS AI Bubble $GS CEO said we will have a lot of AI winners and losers from @CNBC"
X Link @MikeLongTerm 2025-10-03T15:06Z 15.9K followers, 1499 engagements

"Can we close the stock market next week $QQQ $SPY $DIA"
X Link @MikeLongTerm 2025-10-10T20:54Z 15.9K followers, 4334 engagements

"$GRAB Healthcare 🧵 GRAB AI SuperAPP is actively involved and focused on digital health solutions telemedicine medicine delivery and partnerships to provide accessible healthcare services across its operating markets (e.g. Indonesia Philippines Singapore Malaysia). Open Grab SuperApp click on Health then $10-$20 per consultation and Grab gets 20-35% commission. Plus medicine delivery or mobility to the nearest location to physcical check. Here are what GRAB SuperApp offers: GrabHealth: A dedicated health service launched in partnership with Good Doctor Technology Indonesia. It connects users"
X Link @MikeLongTerm 2025-10-03T13:31Z 15.9K followers, 8435 engagements

"$AMD more PT upgrade this morning 🔥🔥🔥 DBS Bank $XXX from $XXX Buy rating @Citi $XXX UBS $XXX Buy Rating Evercore ISI $XXX Outperform rating @WellsFargo $XXX Overweight Rating"
X Link @MikeLongTerm 2025-10-08T09:53Z 16K followers, 7748 engagements

"BREAKING $GRAB 13th days Manipulation 🔥 These idiots cannot stop. XX days out of XX trading days. 🫣 This is why GRAB is going to trade at a much higher price because of the buying pressure when they have to cover later. I would imagine their boss: "WTF are you doing shorting $7.6B Cash profitable FCF+ with little debt company" "We thought it was a Chinese App" "Did you google it It is based in Singapore you idiots" "No" "F**K you are all fired gtfo of this building""
X Link @MikeLongTerm 2025-10-07T13:56Z 15.9K followers, 33.5K engagements

"BREAKING $GRAB upgraded by Jefferies $XXXX PT🔥 Buy Rating Jefferies cited Grab's "strong execution" as the core driver including: Upward revisions to Q3 2025 projections for gross merchandise value (GMV) revenue and adjusted EBITDA. Anticipated acceleration in deliveries GMV via product-led strategies and margin improvements. Mobility segment gains from new user acquisition higher frequencies in Tier X cities and deeper penetration in smaller markets. Rapid growth in financial services. Reduced regional corporate costs"
X Link @MikeLongTerm 2025-10-13T18:42Z 16K followers, 33.3K engagements

"@amitisinvesting Made massive claim but can't show it in 4-8 quarters. Losing money at x3-x4 -x5 the revenue During those 4-8 quarters do M&A to show revenue growth Lots of offerings to do X things above Nonstop unscheduled share dumping from CEO/CFO"
X Link @MikeLongTerm 2025-10-13T22:53Z 16K followers, 4069 engagements

"BREAKING $AMD @OpenAI announced MASSIVE Computing Deal 🔥🔥🔥🔥 Dr. @LisaSu is printing 💸with @sama OpenAI and chip-designer Advanced Micro Devices announced a multibillion-dollar partnership to collaborate on AI data centers that will run on AMDprocessors one of the most direct challenges yet to industry leader Nvidia. Under the terms of the deal OpenAIcommitted to purchasing X gigawatts worth of AMD's chips starting with the MI450 chip next year. The ChatGPT maker will buy the chips either directly or through its cloud computing partners. AMDchief Lisa Su said in an interview Sunday that"
X Link @MikeLongTerm 2025-10-06T10:53Z 15.9K followers, 11.6K engagements

"It is ironic that all the banks are calling AI bubble or pullback after they took profit $JPM $BAC $WFC $MS $GS"
X Link @MikeLongTerm 2025-10-14T16:11Z 16K followers, 1488 engagements

"$HIMS short sellers unrealized loss is estimated to be around $3B at current $XXXXX SP💀"
X Link @MikeLongTerm 2025-10-08T15:22Z 16K followers, 7668 engagements

"Me telling $GRAB short sellers to get out before too late XX days out of XX trading days. Don't lose over $10b like on $PLTR $TSLA and soon on $HIMS And this is why retail investors should not short a stock(margin) if you don't understand what you are doing. Not Financial Advice"
X Link @MikeLongTerm 2025-10-09T09:55Z 16K followers, 8063 engagements

"$GRAB AI strategy (@OpenAI + @AnthropicAI ) enables rapid development with small B2C features taking 2-4 weeks medium-scale products 1-3 months and large B2B solutions 3-6 months. Complex AI-driven products may take 6-12 months or years . Without AI building a B2B product like GrabMaps might take 9-12 months due to manual coding and third-party dependencies. With AI as evidenced by Grabs rapid deployments and partnerships this can be halved to 3-6 months. For B2C features traditional development might take 3-6 months but AI-assisted processes (as seen with Quick Dine-Out) can bring this down"
X Link @MikeLongTerm 2025-10-12T01:43Z 16K followers, 6096 engagements

"Can $Grab hold $6"
X Link @MikeLongTerm 2025-10-10T18:30Z 15.9K followers, 10.9K engagements

"BREAKING @PalantirTech & OneMedNet 🔥🔥🔥 DENVER & MINNEAPOLIS--(BUSINESS WIRE)-- OneMedNet Corporation (Nasdaq: $ONMD) has selected Palantir Technologies (Nasdaq: $PLTR) to transform the healthcare AI and Real-World Data (RWD) analytics marketplace. Palantirs Artificial Intelligence Platform will provide the infrastructure for OneMedNets iRWD near real-time AI powered provider network (network) enabling OneMedNet to empower life sciences medical device and research organizations with anonymized regulatory-grade clinical data and advanced analytics to accelerate the development of"
X Link @MikeLongTerm 2025-10-06T12:10Z 16K followers, 3506 engagements

"BREAKING @PalantirTech $PLTR short sellers are estimated to accumulate $8B losses since DPO. And the current remaining SI is sitting on $6-$7B unrealized losses. I told you not to short my long term. Price action will follow Fundamental eventually. Others I have also warned $HIMS $GRAB will also have a bad ending. Best of Luck 💀💀💀"
X Link @MikeLongTerm 2025-10-02T15:43Z 15.8K followers, 77.6K engagements

"I provide higher quality analyses than most course sellers out there so you don't have to buy them. I may not talk about too many stocks strictly the stocks I own $PLTR $AMD $TSLA $XYZ $GRAB $HIMS $AMZN $META $GOOGL $WINGS $BROS $NVDA . I find it already difficult to concentrate on 4-5 companies daily/weekly updates. An average investors should have less than XX high quality stocks. Following and Understanding are X different things. I'm at 22k posts If I write everything I know abt the companies I own it would be 300k+ posts. There are so much to learn and talk about. It is not luck that"
X Link @MikeLongTerm 2025-10-14T13:19Z 16K followers, 5958 engagements

"$GRAB 17th day Manipulation 🔥🔥🔥 TLDR: I bought XXX $GRAB shares. Spotted some abnormal shorting from order book. While this is much less than prior XX days but this still counted as XX days manipulated out of XX trading days. It is safe to assume short sellers are not going to let this go for a while. Long term shareholders should understand what and why they own $GRAB. Alright that is it. Not Financial Advice"
X Link @MikeLongTerm 2025-10-13T14:27Z 16K followers, 17.6K engagements

"$AMD & @SpaceX Partnership 🧵 @LisaSu + @elonmusk I should have included these timelines below to explain why I think the "chip maker" could be $AMD. AMD (Advanced Micro Devices) and SpaceX have established a significant technical collaboration centered on the integration of AMD's advanced semiconductor technology into SpaceX's satellite infrastructure particularly the Starlink constellation. This partnership was publicly disclosed in AMD's Q3 2024 earnings presentation where CEO @LisaSu highlighted SpaceX as a key customer for their Versal AI Core adaptive System-on-Chips (SoCs) X. 20182020:"
X Link @MikeLongTerm 2025-09-16T17:33Z 15.9K followers, 34.3K engagements

"BREAKING @wearehims $HIMS SAN FRANCISCO--(BUSINESS WIRE)--Hims & Hers Health Inc. (NYSE: HIMS) the leading health and wellness platform today announced the launch of a new category in mens health offering access to innovative affordable and personalized treatment plans for low testosterone. An estimated twenty million men in the U.S. struggle with low testosterone1 X. Left untreated it can drain energy dull mood and sexual desire and raise risks of heart disease diabetes and cancer. Treatment can restore energy improve sexual function build muscle and bone strength and support long-term"
X Link @MikeLongTerm 2025-09-10T13:53Z 16K followers, 5553 engagements

"@gdb @Broadcom @nvidia @AMD Did I get it right Greg"
X Link @MikeLongTerm 2025-10-13T14:19Z 16K followers, 2135 engagements

"Dr. Karp @PalantirTech reportedly held confidential meetings with top executives from major South Korean conglomerates to discuss AI strategy as the software company bets on the growth of its platform. $PLTR CEO met with executives from four major South Korean companies during Tuesdays AX Leaders Summit hosted byKT Corp (NYSE:KT)in Seoulas reported byThe Korea Economic Daily. The meetings were held in strict secrecy with each executive placed in a separate room to ensure their company's AI strategy remained confidential. Everymeeting was kept secret toprevent exposure of each company'sAI"
X Link @MikeLongTerm 2025-10-15T10:59Z 16K followers, XXX engagements

"@amitisinvesting 💀when we thought Quantum bubble is already wild then we got $MEME"
X Link @MikeLongTerm 2025-10-08T15:46Z 16K followers, 5341 engagements

"$GRAB & Oaktree Capital Management Context: Howard Marks's Oaktree Capital Management invested in Grab SuperApp acquiring over XX million shares during H1 2025. Marks known for his value investing philosophy likely saw Grab as undervalued in fastest growing emerging economies. Fun Fact: Howard Marks is NOT a tech investor. We have an interesting pool of "smart money" on this company"
X Link @MikeLongTerm 2025-10-13T15:57Z 16K followers, 14.4K engagements

"BREAKING $BMNR $ETH @GoldmanSachs 🔥🔥 $GS said "we are seeing increasing institutional participation with regards to ETH" This smells so bullish for ETH or BMNR"
X Link @MikeLongTerm 2025-10-03T15:18Z 16K followers, 2795 engagements

"$PLTR $OSCR"
X Link @MikeLongTerm 2025-10-03T15:47Z 16K followers, 6204 engagements

"$AMD FY2026 $70-$100B Revenue Discussion 🧵 TLDR: This is $AMD J-Curve moment. 2026 will be explosive whether bears like it or not. @AMD has positioned itself as a key player in the AI and data center revolution with its Data Center segmentencompassing EPYC CPUs and Instinct GPUs (MI355X/MI450) emerging as the primary growth driver. For FY 2026 (ending December 2026) My AMD's revenue projection is to reach approximately $70B-$100B representing a robust XXX% -XXX% (YoY) increase from the estimated $34.5B in FY 2025 Key revenue contribution: A. MI350 series continue to ramp as expected in H1"
X Link @MikeLongTerm 2025-10-14T11:55Z 16K followers, 50.5K engagements

"$BMNR Tom Lee gonna save the 🩸day $QQQ -XXXX% $SPY -XXXX% $DIA -XXXX% $IWM -XXXX% $IWO -XXXX% Tom Lee said this is "Buy the Dip""
X Link @MikeLongTerm 2025-10-10T18:44Z 16K followers, 161.8K engagements

"$GRAB Bulls rejected short sellers 12th time. We already knew about $AMD and @OpenAI deal today. Yes I'm a very happy @AMD shareholder today not because of the price action but because my DDs have been correct on AMD potential. If you looked around top 5-10 US brokers. None showed Grab SuperApp and @OpenAI partnership. Or any companies that partnered with OpenAI experienced at least 20-3 digits gain in stock price appreciation in the last 6-12 months. I contacted X brokers they all blamed 3rd party and they can't explain to me why they can't update the catalyst themselves. It is 2025 and"
X Link @MikeLongTerm 2025-10-06T20:35Z 15.9K followers, 8766 engagements

"$GRAB & Cash Balance & Shareholders🧵 TLDR: Godlike Balance sheet management I have talked about how @AnthonyPY_Tan and @peter_oey Cash management for months now and the fake drama $7B acquisition of $goto. This thread will tell you how these X style or how they managed Grab Cash since its Public day. Dec 2020 $3.471B Dec 2021 $8.231B Dec 2022 $5.086B Dec 2023 $5.043B Dec 2024 $5.629B Q1 2025 $5.881B Q2 2025 $7.157B Sharp decline from 2021 to 2023 was the result of Price War with all competitions. GrabUnlimited was launched to combat price war to provide more value to users at a small"
X Link @MikeLongTerm 2025-10-07T17:33Z 16K followers, 3742 engagements

"GROQ CEO Jonathan Ross(Google TPU father) Interview After I learnt about Johnathan meeting $GRAB CPO at Singapore HQ I want to learn more about this founder Full youtube link at the bottom Will be interesting to see what kind of partnership they form later. "Groq Founder Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN" - Summary: The segment opens with an introduction to Jonathan Ross highlighting his role at Groq and background in developing Google's Tensor Processing Unit (TPU). It transitions into analyzing the current AI market landscape questioning"
X Link @MikeLongTerm 2025-10-05T21:42Z 15.9K followers, 4729 engagements

"$BMNR 🤔 Not Financial Advice"
X Link @MikeLongTerm 2025-10-03T00:36Z 15.8K followers, 8720 engagements

"BREAKING $GRAB Short Interest New ATH🔥🔥 Called it I knew these idiots gonna do it. GRAB SI Officiially broke another ATH 196321157 shares - source: NASDAQ from 187990000 shares. Total Dollar sold short is $1211301538 Manipulated XX days out of the last XX trading days. What they are betting on: Missed Q3 Earning and a weak guidance. = This is going to fail. Q3 will have Triple Beat with strong Q4 guidance potentailly guiding for $1B revenue in Q4 2025. Most analysts are projecting Q4 at $830-$850m so plenty of upside if guided higher. Weak hand institutions/retail investors = Conviction is"
X Link @MikeLongTerm 2025-10-09T21:56Z 16K followers, 30.5K engagements

"$GRAB Shareholders should be BULLISH on this Remember when $GRAB bears called me delusional to think $GRAB could offer generative AI to SEA people How they are going to build it how people in SEA pay for this I mean GRAB can get it done with partnership why whould GRAB spent that much money to buy $AMD or $NVDA GPUs where we are in massive shortage 1-10 supply to demand @OpenAI is likely to reduce subscription fee for SEA as emerging market has lower income most likely in the $10/month. $GRAB will probably get 5-10% cut. Short-Term: Positive User Acquisition and Retention Boost: The free"
X Link @MikeLongTerm 2025-09-12T14:40Z 16K followers, 29.4K engagements

"$GRAB can hit $40B MC without expansion 🔥🔥 TLDR: Even at $40B MC or $XX it is still relatively cheap for its potential. Read below If you look at the simple revenue projection below I created a simple spread sheet for XX% to XX% average revenue growth. When I talked about XX% average revenue growth I meant it without expansion. XX% average growth is only possible with more regional expansion which I believe will happen in 2027 or sooner. I like to keep my projection conservative. Now the current X countries have around 700m population and with 46m monthly transacting users yielded around"
X Link @MikeLongTerm 2025-09-16T21:52Z 16K followers, 167.6K engagements

"13f filing- UBS Group AG($6 Trillion Fund) increased $OPEN position substantially by XXXXXX% or 5221665 shares to a total holding of 9677787 shares 🤔"
X Link @MikeLongTerm 2025-09-02T18:45Z 16K followers, 14.7K engagements

"@HansCNelson @nvidia UALink is necessary to challenge NVIDIAs NVLink with an open high-performance standard when scaling AI infra. SUE is viable for broader Ethernet-compatible deployments but cant match UALinks raw performance. And Infinity Fabric is optimized for Amd AI accelerators"
X Link @MikeLongTerm 2025-10-13T03:50Z 16K followers, XXX engagements

"@LisaSu @AMD"
X Link @MikeLongTerm 2025-10-14T22:26Z 16K followers, 1779 engagements

"$AMD to $5Trillion w/ $META as Biggest Customer🧵 Background: @Meta allocated XX% AI GPUs purchase (250000+units) to $AMD since early 2025. And HSBC is expected $META to purchase 250-300k units for H2 2025. Yes Meta is AMD largest AI Accelerator customer. The AMD-Meta partnership has matured into a strategic alliance rooted in a shared commitment to open standards and scalable AI infrastructure. Key milestones: Historical Context: The relationship began gaining traction in 2021 when AMD won Meta as a chip customer with Meta adopting AMD's EPYC CPUs for its data centers. This was followed by"
X Link @MikeLongTerm 2025-10-15T00:58Z 16K followers, 4300 engagements

"BREAKING $AMD 🤝 $AMZN @awscloud 🔥🔥🔥 "Secret weapon" is WORKING (will link below) Today @AMD and @awscloud announced collaborated latest Amazon EC2 general-purpose instance M8a powered by 5thGen AMD EPYC processors. AWS has collaborated with AMD as the first major cloud provider to launch instances powered by AMD EPYC CPUs. Since 2018 AWS has launched all generations of EPYC CPUs spanning general purpose memory-optimized compute-optimized burstable and HPC instance families AMD EPYC CPU-powered M8a is a strong fit for general-purpose applications that need balanced compute memory and"
X Link @MikeLongTerm 2025-10-08T21:35Z 16K followers, 19.6K engagements

"BREAKING $GRAB & Malaysia PM Anwar 🔥🔥 Prime Minister Datuk Seri Anwar Ibrahim said $GRAB AI SuperApp is critical to create/maintain high-income jobs. Context: Avarege Malaysian workers income is $300-$600/m. Grab drivers (10-12 hours/day) earn $1300-$2000/month in urban areas with bonuses or $1000-$1500/m in other cities. Meaning Grab drivers earn 3-5 more times than the average workers salary. PM Anwar to give additional fuel subsidy eligibility to Grab drivers to increase earning even more. @AnthonyPY_Tan said "Proud to play our part in hashtag#Malaysias journeyusing technology and"
X Link @MikeLongTerm 2025-10-06T16:44Z 15.9K followers, 30.7K engagements

"I been massively bullish lately on $AMD and $GRAB. And I'm also seeing more and more "delusional" "🤡" or "unrealistic" comments from various posts. WE ARE STILL EARLY Reminded me of the $PLTR endless misinformation years from @georgesoros. Reminded of the Perm bear Gordon Johnson on $TSLA. oh and best of luck shorting @PalantirTech @CitronResearch 🤣 First of all How I'm wrong when I'm up and I been talking about AMD for years and Grab Since Feb and finished my core position on April/May selloff Private portfolio is up✅ Public portfolio is up ✅ All my posts are public and free to search. I"
X Link @MikeLongTerm 2025-10-08T17:10Z 16K followers, 48.8K engagements

"$AMD Comprehensive $TSM CoWoS Capacity 🧵"
X Link @MikeLongTerm 2025-10-12T22:26Z 16K followers, XXX engagements

"$GRAB All Partnerships since September 2025 🧵 Most of these catalysts are paid to be hidden from most brokers because short sellers think that is a good idea to keep the stock down. But we broke out and My posts are gaining traction on Google search. At some point @AnthonyPY_Tan needs to come back here and @LinkedIn is not that effective when it comes to news/updates. Department of Tourism (DOT Philippines): MOA for gastronomy tourism: Launches Grab Dine Out 5-Star Eats For One; expands inter-city mobility (8 airports covered). Modernizes travel via food/mobility integration; supports SMEs"
X Link @MikeLongTerm 2025-10-08T11:53Z 16K followers, 43.3K engagements

"$AMD $NVDA $TSM Oh boy this is going to be as good as the $PLTR call 🤣"
X Link @MikeLongTerm 2025-10-12T14:44Z 16K followers, 43.7K engagements

"$GRAB Need vs Want Regarding MTUs🧵 The core argument is that while Grab currently offers services that address customer needs (Mobility Delivery Finance) it must also focus on what customers want to significantly boost Monthly Transacting Users(MTUs). The services customers want will have much higher margin. You can argue "Need" can charge a lot more too but not in this kind of business(especially mobility/delivery core). The price war in 2020-2022 was brutal Hence GrabUnlimited was launched to differenciate Grab SuperApp from others. Since Mobility & Delivery are pricing so low Emerging"
X Link @MikeLongTerm 2025-10-04T14:13Z 15.9K followers, 5234 engagements

"$AMZN is a $XXX stock. This is similar to the $Googl X months of underperformance. (Amazon is only up XXX% YTD) $AMD been working very closely with @ajassy for new EPYC processors 2026 gen with the 20-50% reduction in latancy2.6x improvement on memory bandwidth up to XX% power efficiency draw. This "secret weapon" is 1/4-1/5 of the MI355 or MI450. And yes @amazon will be buying MI450 too. Don't bet against @JeffBezos unless you want to lose money. Not Financial Advice"
X Link @MikeLongTerm 2025-10-08T18:36Z 16K followers, 192.4K engagements

"$amd $pltr $tsla $grab $xyz $hims Volatility is my friend when invested in high-quality businesses. You may be uncomfortable but i want my long-term to go lower. I'm a simple man I like to buy great businesses at a discount. Focus on the fundamental not hype not fear Not Financial Advice"
X Link @MikeLongTerm 2025-10-11T21:06Z 16K followers, 16.2K engagements

"BREAKING $GRAB 16th day MANIPULATION 🔥🔥 "Short sellers" triggered Algo manipulation since 4:55am abnormal orber book has been detected. This is 16th day out of XX trading days seeing aggressive algo manipulation from $GRAB short sellers. As evidenced by new Short Interest data at ATH or 196321157 shares - source: NASDAQ Short Interest is likely to climb the new ATH next data. This data was settled on 2025-09-30. So we are XX days into new days now. Will update when I get it. No Update on brokers(blamed again on 3rd party) the launch of @BYDCompany EV in multiple cities/regions. BYD to"
X Link @MikeLongTerm 2025-10-10T13:38Z 16K followers, 15.4K engagements

"@BacklashPics @AMD Correct Demand is still 10-12 to X Supply. even $AMD at XX% market share $NVDA will still do very well. Just mostly shareholders hating on each other. Dr. @LisaSu has great relationship with Jensen and they are cousin"
X Link @MikeLongTerm 2025-10-14T14:46Z 16K followers, XXX engagements

"What is $AMD Market Cap if hit $80B-$100B revenue by end of 2026"
X Link @MikeLongTerm 2025-10-07T09:33Z 15.9K followers, 8502 engagements

"BREAKING $AMD revenue could increase 1000% QoQ and AI infrastructure supply would still not meet the demand. It is not a matter of market share because $NVDA is supplying only XX% of demand. The demand is just too high for both $AMD $NVDA and $TSM is extremely underinvested. The sentiment and narrative are shifting big time $AMD shareholders are about to enjoy it Thomas is way more bullish than my projection at $62B FY 2026. Source: Thomas Hughes Marketbeat"
X Link @MikeLongTerm 2025-09-10T23:26Z 16K followers, 312.8K engagements

"Just in $GRAB & Fiduciary Alliance 13f filing-Fiduciary Alliance($2B Fund) started a brandnew position on $GRAB with 328008 shares. This fund also bought calls"
X Link @MikeLongTerm 2025-10-08T19:29Z 15.9K followers, 13.6K engagements

"For $XYZ Shareholders Randy will be interviewing Satoshi Wednesday October X 2025 4:00-5:05 PM EST"
X Link @MikeLongTerm 2025-10-08T15:02Z 15.9K followers, 3765 engagements

"$GRAB $GOTO 😂 How many time do you have to repeat this This only confirmed the ongoing brand damage and the link Goto/Gojek had with Nadiem in the current ongoing corruption investigation. I don't think $GOTO has much time here. If your company has to come and out repeat the same thing weekly/monthly then may be you are guilty af. The endgame is near. $GRAB to take all market share in Indonesia at $X. I'm glad I followed this closely made a bold call in April/May and now my long term conviction is enhanced and winning. I bet you Gojek drivers/merchants/users are already switching to $GRAB. I"
X Link @MikeLongTerm 2025-09-09T18:24Z 16K followers, 5998 engagements

"$GRAB Short sellers DECLARED ALL OUT WAR"
X Link @MikeLongTerm 2025-10-09T21:59Z 15.9K followers, 1604 engagements

"BREAKING @wearehims & UBS Group AG UBS Group AG($5.7 Trillion Fund) is one of the largest Fund increased $HIMS position sharply by XXXX% or 763261 shares to total holding of 2550841 shares from 13f"
X Link @MikeLongTerm 2025-08-14T13:44Z 15.9K followers, 5023 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 2027 assuming all the best possible outcomes with no confiscation from the"
X Link @MikeLongTerm 2025-09-24T13:48Z 16K followers, 58.7K engagements

"Terms are not agreed yet. Market will speculate AKA Volatility $QQQ $SPY $DIA $IWM $IWO"
X Link @MikeLongTerm 2025-10-13T11:11Z 16K followers, 2937 engagements

"BREAKING $AMD @OpenAI $INTC $NVDA @AMD Dr. @LisaSu said We are confident in our road map(refering to @intel @nvidia partnership) AMD is 3-4 years ahead in the (GPU+CPU) design. The new improvement will significantly improve MI450 performance or the best AI Chip or Forrest Norrod Executive Vice President and General Manager Data Center Solutions Business declared "MI450 AI GPU will be faster than ANYTHING Nvidia has yes that includes even Rubin Ultra" AMD "secret weapon" is leading the change and design or How AMD is re-imagining Chiplet Design"
X Link @MikeLongTerm 2025-10-04T13:18Z 15.9K followers, 8568 engagements

"$AMD $NVDA 🧵 Fun fact: Dr. @LisaSu and Jensen Huang are first cousins. I have seen way too many comment/thread $NVDA shareholders attacking $AMD shareholders nonstop. You seem to be emotional. Dr. @LisaSu and Jensen Huang consistently praising each other on TV and offline. They never trashtalked ea other. For example: in 2025 different interview Dr. Su described NVDIA as "Jensen is brilliant so I fully admire him for that" or "formidable competitor" and highlighted collaboration in the future in AI. She wants to complementing the ecosystem rather than direct confrontation. And competition is"
X Link @MikeLongTerm 2025-10-13T19:08Z 16K followers, 17.6K engagements

"$AMD $620/share is too conservative for 2026 🧵 Some quick facts before I dive into this super long thread: $META allocated XX% GPUs to $AMD and XX% to $NVDA @OpenAI allocated 6GW(38%) to $AMD and 10GW to $NVDA My $XXX PT below by end of 2026 was only for 10-15% market share. I believe $AMD is going to have much much higher market share than I projected. The AI accelerator market is exploding projected to reach $XXX billion by 2028(is now heading $1Tril) driven by insatiable demand for training and inference compute in large language models (LLMs) recommendation systems and autonomous"
X Link @MikeLongTerm 2025-10-06T19:44Z 16K followers, 600.8K engagements

"$GRAB $GOTO Update but😂 What is happening in Indonesia. Do they have to publish this kind of embarrassing details And what is up with X AGO officers were on guard Like He gonna get away w/ hemorrhoid surgery 💀 From the most promising startup representing innovation in Indonesia to the most corrupted company where Founder's Nadiem hemorrhoid surgery was guarded by X AGO officers💀💀💀 I don't think $Goto (Gojek) gonna last that long at this pace. Current public sentiment is extremely negative toward its mobility/delivery/Fin segment. There has been reports that Goto(gojek) is losing market"
X Link @MikeLongTerm 2025-10-10T11:46Z 16K followers, 4847 engagements

"$AMD 🤝$META is going to be MASSIVE 🔥🔥 @Meta is a major direct buyer of AMD's Instinct series GPUs (e.g. MI300X MI350/MI355X) for its own AI infrastructure.and serves as a key partner in the broader AI ecosystem. Meta is also going to be a massive buyer of MI450(2026) from $AMD. So far Meta or Mark Zuckerberg @finkd allocated XX% on $AMD GPUs and XX% on $NVDA GPUs. It wouldn't be wrong to say AMD entire AI Accelerator year of supply could not supply Meta demand alone. A big distinction between Meta and other Hyperscalers: Meta builds and operates its own massive data centers (e.g. a planned"
X Link @MikeLongTerm 2025-10-05T14:36Z 16K followers, 66.6K engagements

"BREAKING $GRAB 13f filing- Euro Pacific Asset Management($1.3B Fund) started a brandnew position on $GRAB with 379745 shares Bears are shorting(new ATH) "Smart money" is buying"
X Link @MikeLongTerm 2025-10-14T18:08Z 16K followers, 13.1K engagements

"People have been telling me i'm wrong on $AMD $PLTR $TSLA $XYZ for YEARS Then they told me $HIMS was just a viagra seller. Then this year they are telling me $GRAB is just a chinese company then I will be losing money badly.(No it is not a chinese company HQ and based in Singapore it is a SuperApp in SEA) This is so good. Especially I decided to XXX% $GRAB on a small public portfolio with $500-$1000 a month. No this public portfolio is not meant to be XXX% one company it is bcause $GRAB is extremely undervalued right now for its potential I plan to have this public portfolio to have under 10"
X Link @MikeLongTerm 2025-10-14T16:43Z 16K followers, 6095 engagements

"BREAKING @blocks $XYZ & Price T Rowe Associates Price T Rowe Associates($1.7Trillion Fund) increased $XYZ position massively by XXXXX% or 20396389 shares and brought it total holding to 47318323 shares from 13f 👀"
X Link @MikeLongTerm 2025-08-15T16:07Z 16K followers, 6010 engagements

"BREAKING $GRAB to avoid $21m fine 🔥🔥🔥 TLDR: Saved $21m for the Q3 ER PUTRAJAYA (Oct 14): The Federal Court on Tuesday quashed the Malaysia Competition Commissions (MyCC) bid to appeal against lower court decisions that overturned an RM86.77 million fine imposed on Grab Holdings Inc in 2019 effectively allowing Grab to avoid the penalty. The three-judge panel chaired by Datuk Abu Bakar Jais denied MyCC leave to appeal against the Court of Appeals decision. Abu Bakar said that MyCC did not meet the threshold for an appeal at the countrys apex court as stipulated under Section XX of the"
X Link @MikeLongTerm 2025-10-14T09:45Z 16K followers, 7271 engagements

"BREAKING $GRAB $GOTO Founder Update 🔥🔥 TLDR: Nadiem claimed no evidences. While AGO with XXX% success rate concluded "criminal intend is clear". AGO is planning to move the case quickly so they can recover the loss(Implying some kind of confiscation) This will only mean 90-95% market share for Grab SuperApp in Indonesia. Background of the Case: Nadiem Makarim the former Minister of Education Culture Research and Technology was named a suspect on September X 2025 by the Attorney General's Office (AGO) in a corruption scandal related to the procurement of Chromebook laptops. This stemmed from"
X Link @MikeLongTerm 2025-10-06T17:48Z 16K followers, 19.5K engagements

"$AVGO @OpenAI $AMD 👀 So OpenAI gonna need to raise around $140B for 2026. I'm curious and nervous at the same time"
X Link @MikeLongTerm 2025-10-13T13:03Z 16K followers, 4880 engagements

"BREAKING $TSLA 13f filing-Brighton Jones($4B Fund) increase @Tesla position by XXXXX% or XXXXXX shares to a total holding of XXXXXXX shares"
X Link @MikeLongTerm 2025-10-14T21:57Z 16K followers, 1969 engagements

"$GRAB AI SuperApp & $SE Price War 🧵 Sea Limited has indeed escalated competition through aggressive discounting particularly in food delivery and e-commerce to claw market share from incumbents like Grab. In Indonesia ShopeeFood has offered up to XX% discounts to vendors and users leveraging Shopee's massive user base to subsidize steep promotions and challenge GrabFood's dominance. These price wars have not eroded Grab's core strengths. Grab maintains over XX% market share in deliveries across Southeast Asia dwarfing ShopeeFood and others like Foodpanda. In mobility (ride-hailing) Grab"
X Link @MikeLongTerm 2025-09-27T21:08Z 16K followers, 4917 engagements

"$AMD is heading to $X Trillion Market Cap Context: In September I wrote a long thread for AMD Etimated conservative FY XX revenue: $34-$36B Estimated conservative FY XX revenue: $55B-$62B Then OpenAI 6GW partnership happened ➡$620 PT by end of 2026 was too conservative; so I will write a detailed thread with data to back it up. In that thread I will be taking about the 160m shares warrant and what OpenAi will be doing with it. $AMD 2026 revenue could hit $90-$100B by end of 2026 or nearly XXX% growth YoY. AMD will be re-rated massively This is AMD J-curve moment I'm not going to be able to"
X Link @MikeLongTerm 2025-10-08T14:44Z 16K followers, 195.2K engagements

"BREAKING $AMD& @OpenAI Dr. @LisaSu confirmed $TSM 2nm MI450 vs $NVDA 3nm On Yahoo🔥🔥 Process Node Advantage: AMD's hybrid approach uses 2nm for the XCD (enabling higher transistor density and efficiency) while employing 3nm for the Active Interposer Die (AID) and Media Interface Die (MID) as noted by GPU leaker Kepler_L2. This gives AMD a massive edge in power efficiency and performance-per-watt over NVIDIA's uniform 3nm design for Rubin. Timeline and Partnerships: The MI450 is targeted for a 2026 launch aligning with AMD's deepened ties to OpenAI which will deploy up to 1GW of MI450"
X Link @MikeLongTerm 2025-10-09T16:57Z 16K followers, 20.6K engagements

"@AnthonyPY_Tan I was told just now that "they" gonna short $GRAB some more because of $ORCL losing money on renting $NVDA chips. I was like hmm if you want to lose money go for it. You don't have to link it to $ORCL $NVDA selloff"
X Link @MikeLongTerm 2025-10-07T15:49Z 16K followers, 1831 engagements

"Thank you @elonmusk Proud $TSLA shareholder here"
X Link @MikeLongTerm 2025-10-14T19:26Z 16K followers, 4213 engagements

"BREAKING $GRAB & Largest Fund in Switzerland UBS Group AG($5.9 Trillion Fund) increased $GRAB position by XXXXX% or 3027518 shares to total holding of 26008863 shares from 13f Previous X 13f filing UBS Group AG bought 9374869 shares and 12384708 shares. UBS is now becoming a major shareholder. A little background: Legendary Martin Ebner is a Swiss billionaire investor Ebner's approachconcentrated bets high leverage and limited diversification. Ebner average return is XX% or higher comparing to 9-10% Sp500. During the month of April Selloff Short Sellers said $GRAB cooked the book and tricked"
X Link @MikeLongTerm 2025-08-14T14:35Z 16K followers, 13.5K engagements

"@binok44187d @Airbnb no"
X Link @MikeLongTerm 2025-10-11T20:04Z 15.9K followers, XX engagements

"He fundamentally misunderstood that we are building Intelligence . The entire space is trying to reach AGI. Infrastructure is the most expensive initial buildout just like any prior infrastructure revolution. Then software will be fraction of infrastructure and produce massive amount of profit for shareholders later"
X Link @MikeLongTerm 2025-10-12T20:38Z 16K followers, XXX engagements

"@Tuffy1cat No goto acquisition since 2020"
X Link @MikeLongTerm 2025-10-14T19:15Z 16K followers, XX engagements

"$AMD $NVDA $TSM revived the US energy industry"
X Link @MikeLongTerm 2025-10-05T20:07Z 15.9K followers, 2592 engagements

"Oh subscribe is the purple option on top page. The rest of my Posts should be more than enough of reading material to learn abt $PLTR $AMD $TSLA $XYZ $GRAB $HIMS There is no sub XX free like youtube here. Follow here is like subscribe on youtube. Subscribe here is like becoming a member. Something like that"
X Link @MikeLongTerm 2025-10-13T21:15Z 16K followers, XXX engagements

"$AMD $X Trillion Roadmap will start in 2026 🔥 Before I go in to the detail I want to lay out 2026 products from @AMD after adopting "secret weapon" X. Desktop and Consumer PCs Ryzen 10000 Series up to XX cores Ryzen Threadripper 10000 series up to 96+ cores X. Laptops and Mobile Ryzen AI MAX XXX Series up to XX cores Fire Range (high-end mobile) up to XX cores X. Servers and Data Centers EPYC 4000/9000 series(Venice) up to XXX cores) Radeon RX 9000 Series(RDNA X UDNA unified) Instinct MI400 Series(MI450 w/ ROCm X 95-98% on par with $NVDA CUDA) X. Gaming Consoles and Embedded/Custom"
X Link @MikeLongTerm 2025-10-12T13:10Z 16K followers, 40.1K engagements

"$GRAB gonna make this Fund Famous 🔥🔥🔥 At $500B MC Ward Ferry Management would have $4B from ($129.87 adjusted with conservative buyback projection) $124754060 initial investment. This AI SuperApp is going to be the largest holding of Ward Ferry Management at fair valuation of $40B MC or $10/share and become one of the most successful investment Funds in SEA over the long term. Background: Ward Ferry Management founded in 2000 and headquartered in Hong Kong with additional offices in Singapore and the United Kingdom. It specializes in long-only equity investments focused on small- and"
X Link @MikeLongTerm 2025-10-05T16:20Z 15.9K followers, 11.4K engagements

"$HIMS is a $XXX stock🧵 Hims & Hers Health Inc. @wearehims has transformed from a niche telehealth provider into a high-growth powerhouse in personalized wellness capitalizing on the explosive demand for accessible healthcare solutions. As of October X 2025 the stock trades at approximately $XX implying a market capitalization of around $XX billion. While recent volatilitydriven by regulatory shifts in the GLP-1 weight-loss drug markethas tempered short-term enthusiasm HIMS's fundamentals scream undervaluation. In addition $HIMS has XXXXX % of float shorted or 66530000 shares shorted 2025"
X Link @MikeLongTerm 2025-10-01T21:20Z 16K followers, 5259 engagements

"$AMD $META If you are bullish on @AMD after @OpenAI deal just wait until What Mark Zuckerberg @finkd say to Dr. @LisaSu later. The competition for $AMD MI450 allocation will be interesting to watch in 2026. While we don't know the exact outcome but I can tell you that @Meta has lots of CapEx to negotiate allocation. Meta had a trailing twelve months (TTM) operating cash flow of approximately $XXXX billion as of June XX 2025 MI355X orders are already in. Unclear about MI450. It is all about $TSM CoWoS capacity now. Read my thread on CoWoS to understand more current supply and 2026 supply"
X Link @MikeLongTerm 2025-10-07T14:36Z 15.9K followers, 138.6K engagements

"BREAKING $OPEN 13f filing- Ameriprise Financial Inc($1.5Trillion Fund) Increased $OPEN position significantly by XXXXX% or 486372 shares to a total holding of 1058179 shares"
X Link @MikeLongTerm 2025-09-10T12:12Z 15.9K followers, 2276 engagements

"BREAKING $GRAB $GOTO Update🔥🔥🔥 TLDR: The Attorney General's Office stated that the formal requirements for designating a suspect had been met supported by four pieces of valid evidence including witness statements expert opinions documents and electronic evidence. Meaning the AGO wants the court to move this case quickly. Meaning $Goto will be next after Nadiem. Meaning Grab will have most market share in Indonesia Key background: On September X 2025 the AGO issued an investigation order and suspect letter without prior questioning of Nadiem or a required financial audit by the Financial"
X Link @MikeLongTerm 2025-10-13T10:38Z 16K followers, 13.1K engagements

"$AMD called it First Congratz to all my @AMD OG shareholders. We again proved Wall Streets are sexist. I may have to raise my $XXX PT by end of 2026 because of deal like this from @OpenAI. We may have FOMO situation from $META $ORCL bidding up @AMD GPUs price. Potentially pumping MI450 to $50k-$55k per unit. Btw Meta allocated XX% of its AI GPUs to AMD. I said again and again that Do not underestimate Dr. @LisaSu . Her leadership revived AMD and now going to be top XX most important companies in the world. We are heading there I been called crazy and delusional many many times on my long term"
X Link @MikeLongTerm 2025-10-06T11:53Z 15.9K followers, 96.2K engagements

"$AVGO @OpenAI Deal After $AMD 6GW Full🧵 TLDR: This should help $AMD not hurting it. Read full analysis below This morning's announcement of a multibillion-dollar partnership between OpenAI and Broadcom (AVGO) to co-design and deploy XX gigawatts (GW) of custom AI accelerators marks another aggressive step in OpenAI's quest to scale its compute infrastructure amid exploding demand for models like GPT-5. Valued at tens of billions over four years the deal focused on rack-scale hardware integrating Broadcom's XPUs (AI accelerators) and networking chips positions Broadcom as a key enabler of"
X Link @MikeLongTerm 2025-10-13T13:55Z 16K followers, 13.1K engagements

"$AMD is a $XXX stock by 2026 🧵 Advanced Micro Devices (AMD) is solidifying its position as a key player in the AI revolution challenging Nvidia in data center accelerators while maintaining strength in CPUs and diversified segments. As of September XX 2025 the stock trades around $XXX but this undervalues AMD's trajectory in a market where AI chip demand is forecasted to reach nearly $XXX billion by 2028. With Q2 2025 revenue hitting a record $XXX billion (up XX% year-over-year) and net income of $XXX million (54 cents per share) driven by Data Center growth to $XXXX billion AMD's"
X Link @MikeLongTerm 2025-09-27T12:29Z 16K followers, 633.3K engagements

"BREAKING $GRAB introduces EV in Vietnam🔥🔥 Grab Introduces Electric Car Service In Hanoi Vietnam to win XanhSms EV. While GRAB is busy executing for shareholders from aggressive tourism expansion(significant progress/growth is confirmed on recent data on tourism) Smooth Dine-Out launch and launching EVs in different cities/regions Grab Short sellers are busy manipulating daily price action and paid 3rd party brokers to hide information/partnership across US/NA brokers. GRAB Holding Limited the SEA leading AI SuperApp has a long term partnership with @BYDCompany now launched its EV services"
X Link @MikeLongTerm 2025-10-10T10:43Z 16K followers, 22.5K engagements