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@MikeLongTerm Avatar @MikeLongTerm Mike

AMD is gaining attention for its potential to reach a $X trillion market capitalization, driven by its partnerships with major companies like Meta, Amazon, and Microsoft, and its growing presence in the AI sector. Grab, a Southeast Asian superapp, is also making headlines with its increasing institutional ownership, potential IPO in the Philippines, and partnerships with major investors. Palantir, another AI-focused company, is suing ex-employees over AI startup allegations and has been invited to the White House for an event with other major tech companies.

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Social Influence

Social category influence stocks #1794 technology brands XXXX% finance #2275 exchanges #4896 cryptocurrencies XXX% countries XXXX% automotive brands XXXX% travel destinations XXXX% currencies #982 vc firms XXXX%

Social topic influence $amd #2, ai #2849, $grab #1, $nvda #55, open ai #112, $avgo #3, $meta #2, $googl #330, $tsm #5, $goto #1

Top accounts mentioned or mentioned by @amd @openai @lisasu @amazon @palantirtech @oracle @federalreserve @nvidia @awscloud @meta @ajassy @anthonypytan @microsoft @blackrock @finkd @jpmorgan @nytimes @wedbush @anis_stepupone @clearedgetrades

Top assets mentioned Advanced Micro Devices (AMD) Grab Holdings Limited Class A Ordinary Shares (GRAB) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Metadium (META) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Palantir (PLTR) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) SPDR S&P XXX ETF Trust (SPY) DIA (DIA) Hims & Hers Health, Inc. (HIMS) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) BITMINE IMMERSION TECH (BMNR) Morgan Stanley (MS) Ethereum (ETH) IBM (IBM) Meta Platforms, Inc. (META)

Top Social Posts

Top posts by engagements in the last XX hours

"$GRAB Analysts are BULLISH🚀🚀🚀 Analysts cite $GRAB AI SuperApp SEA's "robust" spending as the linchpin powering Grab's on-demand segments despite global headwinds. SEA's digital economy projected at $1T by 2030 is fueled by 700M people 80%+ smartphone penetration and a young urbanizing demographic shifting to digital payments/e-commerce. Q3 Tailwinds: Ride-hailing/food delivery revenue beat estimates on "strong consumer demand" with Mobility GMV +17% and Deliveries +26% YoY (to $3.7B). GrabUnlimited (SEA's largest subscription XX% MTU conversion) drove 3x order frequency while tourism"
X Link 2025-11-28T20:18Z 19.3K followers, 40.2K engagements

"$AMD $XXX would be too cheap for 2026🧵 $70B-$100B Rev FY2026 Breakdown since many are asking and noted this is a very conseravtive projection as Demand is still 10-12x more than Supply; AKA Pricing power for @AMD $NVDA and $TSM. Will link the GPUs Comp thread below. To project AMD's total revenue reaching $70-$100B in 2026 we need to consider not just the AI GPU segment but also other key revenue segments: Data Center (beyond AI GPUs) Client Gaming and Embedded. X. AI GPU revenue @OpenAI 1GW(H2 2026) is $25B-$40B depending on the contractual term if @sama wants to strictly hit 1GW for"
X Link 2025-12-05T18:49Z 19.3K followers, 86.4K engagements

"$AMD Valuation at $70-$100B Revenue in 2026🧵 As of December X 2025 AMD's stock trades at approximately $XXX with a market cap of $355billion. Revised Valuation with $70B Revenue Earnings Per Share (EPS): Assuming a XX% operating margin (consistent with historical trends probably higher) $XX billion in revenue translates to $XX billion in operating income. After taxes and interest net income could be $XX billion or $XXXXX EPS Forward P/E: At 50x-60x (a premium due to growth) the stock price could reach $650-$750 EV/EBITDA: With $XX billion EBITDA at 40x EV is $XXXX trillion. Subtracting $5"
X Link 2025-12-04T18:34Z 19.3K followers, 183.9K engagements

"BREAKING $AVGO Earning Result 🚨🚨🚨 Revenue $18.015B vs $17.4B est EPS $XXXX vs $XXXX est"
X Link 2025-12-11T21:17Z 19.3K followers, 12K engagements

"BREAKING $AMD & Advantech ✅ Advantech Teams With @AMD To Maximize Performance at the Edge Advantech has partnered with AMD to launch next-generation edge computing platforms powered by the AMD EPYC Embedded 8004 series processors. These single-socket processors deliver high core counts (up to XX cores) large memory support (up to XXX GB DDR5 ECC RDIMM) extensive PCIe Gen5 lanes (up to 79) and excellent power efficiency making them ideal for demanding edge workloads such as real-time AI inference medical imaging enterprise large language model (LLM) deployment industrial automation and more."
X Link 2025-12-08T13:26Z 19.3K followers, 6295 engagements

"BREAKING $AMD hired @awscloud Executive👀 @AMD Hires @amazon AWS Executive As Lead Engineer For Helios AI Server Rack Amazon Web Services infrastructure leader Arvind Balakumar says he was hired by AMD to lead cluster-scale AI infrastructure solutions for the Helios server rack platform which is the chip designers answer to Nvidias popular and powerful rack-scale AI solutions. AMD has hired Amazon Web Services infrastructure leader Arvind Balakumar to head up engineering efforts for the Helios AI server rack platform the chip designers answer to Nvidias popular and powerful rack-scale AI"
X Link 2025-12-08T18:37Z 19.3K followers, 19.5K engagements

"BREAKING $GRAB Short Interest 🚨 $GRAB Short Interest climbed again from 188m shares to 192749464 shares shorted. This is likely to break new ATH in the next data. Highest was 196m shares shorted in Sept 2025. Very high conviction shorting from September 2024(52m shares). Relentless shorting on FINRA off-exchange too. I have not heard any legit bear case except the fake $7B Cash Acquisition of $GOTO since 2020. It is around $1.5B for Mobility/Delivery. The bear thesis of "Can't achieve Operating leverage" failed. The most recent bear thesis is Low Margin business and can't expand margin. But"
X Link 2025-12-10T15:27Z 19.3K followers, 16.1K engagements

"BREAKING $BMNR Tom Lee & Others CNBC 🔥 @SP500_Index 2026 7700 target $QQQ $SPY $DIA $IWM $IWO @federalreserve is starting QE Stock is up rate is down AI story continues but sentiment is negative Source: CNBC"
X Link 2025-12-11T20:19Z 19.3K followers, 8365 engagements

"$GRAB Alex Hungate also said the goal is to grow faster and faster that will make GrabAds and GrabUnlimited much much more interesting. This is why I said $GRAB business model is very similar to $AMZN business model"
X Link 2025-12-12T03:40Z 19.3K followers, 1562 engagements

"BREAKING $NVDA 🚨🚨🚨 @nvidia said company weighs boosting H200 Production 🤔"
X Link 2025-12-12T14:21Z 19.3K followers, 6563 engagements

"$AMD $NVDA $TSM $AVGO $ORCL @OpenAI Fake New outlet "The Information" is out of control🚨 @theinformation The Information is a subscription-based tech news outlet founded in 2013 by Jessica Lessin focusing on insider scoops in Silicon Valley particularly around AI semiconductors and cloud infrastructure. It's known for aggressive exclusive reporting based on anonymous sources which often drives massive market reactions. This outlet in 2025 several of its stories on $ORCL $AMD $NVDA $TSM and @OpenAI have been accused of being misleading incomplete or outright wrong leading to stock dips"
X Link 2025-12-12T21:08Z 19.3K followers, 5901 engagements

"$GRAB & Large Shareholder Chase Coleman I can verify Tiger Global Management has 92923788 shares since Q2 2025. I can't verify his fund YTD performance at XXXXX% $GRAB SuperApp in SEA HQ based in Singapore(Yea i wrote this so u can't call it a chinese company) is up XX% YTD. Source:"
X Link 2025-09-18T22:40Z 19.3K followers, 47.8K 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 2025-10-01T17:36Z 19.3K followers, 7898 engagements

"$GRAB Rule of XX Calculation🧵 Yes I consider $GRAB as an AI Software SuperApp. Q3 Revenue: $XXX million (up XX% YoY). Q3 Adjusted EBITDA: $XXX million (up XX% YoY from $XX million). Adjusted EBITDA Margin: $136M $873M 15.6%. Quarterly Rule of XX Rule of XX = XX% (growth) + XXXX% (margin) = 37.6%. Annual Rule of XX TTM Revenue: $XXX billion (up XXXX% YoY). Implied TTM Adjusted EBITDA (based on guidance trajectory toward $500M+ for full-year 2025): Rule of XX XXXX% + XXXX% = XXXX% So from negative to now 36-38%. Should be above XX% in Q4 2025. And yes $GRAB Rule of XX is higher than $UBER but"
X Link 2025-11-06T20:55Z 19.3K followers, 128.1K engagements

"BREAKING $HIMS & Price T Rowe Associates🔥🔥🔥 13F Filing- Price T Rowe Associates($1.8 Trillion Fund) increased $HIMS position MASSIVELY by XXXXXX% or 2504252 shares. Total Holding: 3068129 shares"
X Link 2025-11-14T17:26Z 19.3K followers, 9852 engagements

"$GRAB Hypothetical Case with no $GOTO 🧵 I mean without Nadiem corruption and Telkomsel free money (Indo state-owned $450m is now only worth $82m) $GOTO would not exist today. $GRAB would grow much faster and probably trading at $60-$90B MC right now instead of $22B w/ $7.4B cash or $14.6B market cap after cash. Because of Nadiem and Goto corruption I got to finish my core position on $GRAB at a great price and i'm already up. With that said in the last 10-13 years $GOTO price war and business practices have caused massive economic pain for drivers and merchants. Yes Users/customers enjoyed"
X Link 2025-11-15T20:12Z 19.3K followers, 18.2K engagements

"BREAKING @PalantirTech & FTAI 🔥🔥🔥 DENVER & NEW YORK--(BUSINESS WIRE)-- Palantir(NASDAQ: $PLTR) a leading provider of AI software and FTAI Aviation Ltd. (NASDAQ: $FTAI) a global leader in aircraft engine maintenance today announced a multi-year strategic partnership which will allow FTAI to leverage Palantirs Artificial Intelligence Platform (AIP) across FTAIs global maintenance footprint. Through this partnership Palantirs AIP is helping FTAI transform productivity and reduce manufacturing costs by improving maintenance scheduling and inventory optimization across FTAIs operations"
X Link 2025-11-17T14:40Z 19.3K followers, 24.4K engagements

"BREAKING $AMZN $50B Investment 🚀🚀🚀 $AMD Dr. @LisaSu 🤝 @ajassy Amazon Web Services ( @awscloud ) will build and deploy the first-ever AI and high-performance computing (HPC) purpose-built infrastructure for the U.S. government. New investment will add nearly XXX gigawatts of compute capacity across AWS Top Secret AWS Secret and AWS GovCloud (US) Regions across all classification levels. Expands access to AWS's trusted infrastructure and comprehensive AI services to help government agencies advance Americas AI leadership. Today Amazon announced an investment of up to $XX billion to expand"
X Link 2025-11-24T16:50Z 19.3K followers, 81.1K engagements

"$GRAB $ETH Silver as biggest hedge I talked about silver for years now And I went heavier for hedge. $GRAB and $ETH should perform better in 2026 and beyond. My biggest hedge for this decade where I will get massive return too. I don't like hedging where I have to pay. Not Financial Advice"
X Link 2025-11-28T14:52Z 19.3K followers, 7590 engagements

"$Grab's Dine-out services have been a cornerstone of its on-demand offerings contributing significantly to revenue growth and user engagement. In Q1 2025 while specific figures are not isolated the trend from previous quarters suggests a steady contribution to the XX% YoY revenue increase to $XXX million reported in Q3 2025. The focus on Dine-out was part of Grab's broader strategy to enhance its on-demand services which saw a XX% revenue growth in the deliveries segment by Q3 bolstered by increased gross merchandise volume (GMV) and advertising revenue. This growth indicates a robust"
X Link 2025-11-29T14:32Z 19.3K followers, 6172 engagements

"$AMD is Prime Beneficiary from $META CapEx🧵 TLDR: @AMD is heading to $X Trillion Market Cap whether perm bears like it or not. And @Meta will play a major role in this journey along with @OpenAI @Oracle @Microsoft @amazon and 40+ sovereign AI countries The narrative surrounding Meta's potential collaboration with Google for Ironwood TPU deployment in 2027 has captured significant attention often overshadowing the strategic maneuvers and long-term implications for other key players like AMD and NVIDIA. However this focus might be misplaced as Meta's reported interest in Google's TPU is likely"
X Link 2025-11-30T16:58Z 19.3K followers, 65K engagements

"BREAKING $AMD & @BankofAmerica comment✅ Bank of America (NYSE: $BAC) has reaffirmed its "Buy" ratings for Advanced Micro Devices (NASDAQ: AMD) @AMD is rapidly emerging as a formidable challenger expanding its footprint across CPU GPU embedded and gaming segments with a particular focus on the high-growth AI accelerator market. AMD's Instinct MI series accelerators are designed to compete directly with Nvidia's offerings providing powerful alternatives for AI workloads. The company's strategy often involves open-source software initiatives aiming to attract developers seeking more flexible and"
X Link 2025-12-01T19:59Z 19.3K followers, 16.4K engagements

"BREAKING $AMD & @Vultr 🔥🔥🔥 WEST PALM BEACH Fla.--(BUSINESS WIRE)-- Vultr the worlds largest privately-held cloud infrastructure company today announced a major milestone in its long-standing strategic collaboration with @AMD (NASDAQ: $AMD) to advance and scale AI workloads worldwide. Vultr will launch an AI supercluster powered by AMDInstinct MI355X GPUs deployed in its new Springfield Ohio cloud data center location. This XX MW expansion delivers unprecedented performance per dollar for AI training and inference. Vultr was among the first cloud providers to deploy AMDInstinct MI325X and"
X Link 2025-12-02T17:26Z 19.3K followers, 25.9K engagements

"Just in $GRAB $JPM $HSBC IMF World Bank🧵 Grab Holdings Southeast Asia's leading AI SuperApp is uniquely positioned to capitalize on the region's projected 4.8%-6% GDP growth in 2025 and beyond driven by resilient consumer demand digital transformation and supply chain shifts. As a diversified platform offering ride-hailing (Mobility) food and grocery delivery (Deliveries) and financial services (Fintech) Grab benefits directly from these macro tailwinds. The company's ecosystem serving XX million monthly transacting users (MTUs) across eight SEA countries amplifies growth through network"
X Link 2025-12-03T18:25Z 19.3K followers, 6771 engagements

"$AMD TD Cowen "Load Up Ahead of 2026"🚀🚀 TD Cowen analyst Joshua Buchalter views AMD as a Best Idea for 2026 emphasizing that the stock's recent XX% drop from its October peak reflects excessive bearish sentiment compared to peers. He argues this creates an attractive entry point with mid-2026 marking a "key inflection" driven by new product launches like the Helios rack and MI450 GPU. Buchalter's advice: "Load up ahead of 2026" as AMD is poised to capture significant value in the massive AI total addressable market (TAM). Improving Hardware and Software Momentum: AMD's hardware lineup is"
X Link 2025-12-04T02:53Z 19.3K followers, 19.4K engagements

"$QQQ $SPY $DIA Companies that are diluting shareholders endlessly without a plan or at least trending down SBC/share count is not something you want to hold long term. Not Financial Advice"
X Link 2025-12-05T14:04Z 19.3K followers, 1677 engagements

"BREAKING $AMD $IBM Hybrid Quantum🔥 @IBM CEO said on CNBC that @AMD IBM hybrid quantum-classical systems will be ready in 2028-2029 and as breakthrough as AI GPUs when ChatGPT came out. Context: AMD-IBM hybrid quantum collaboration AMD hardware plays a key role in enabling practical scalable quantum systems particularly through the use of AMD field-programmable gate arrays (FPGAs) for real-time quantum error correction. IBM's upcoming large-scale fault-tolerant quantum system codenamed Starling (targeted for 2029) is the primary future system that benefits from and effectively "requires" AMD"
X Link 2025-12-08T15:31Z 19.3K followers, 13.2K engagements

"$PLTR $AMD $TSLA $GRAB $HIMS Where is the money in 2026-2027 X reasons to be bullish for 2026-2027 ✅ X. @federalreserve FFR is going down we can debate about how much; I think FFR could go as low as XXX% or lower by end of 2026 and much lower in 2027. X. Oil is down more than XX% from 2022 High. Nat Gas is down nearly XX% from 2022 High. Most commodities are down substantially from 2022. Hence the @federalreserve does not need to continue its QT balance sheet runoff ended X. Robust Corporate Earnings Growth: Consensus forecasts project XX% EPS growth for the S&P XXX in 2026 rising to XX% in"
X Link 2025-12-08T20:02Z 19.3K followers, 13.8K engagements

"$GRAB $SE $SE Shareholders are telling the company to stop price war with $GRAB in the Food delivery in certain market as Sea Limited facing intense competition from Tiktok. Partnership is better than price war. $GRAB been dealing with price war since its inception. This is not the battle $SE wants to take as $UBER $GOTO and many others lost. For example in certain market $SE has Free delivery 30-100% promo code(for users) and funding merchants discount costs AKA negative margin. We will see how this plays out as $GRAB is consolidating 92-95% market share in Indonesia"
X Link 2025-12-08T21:58Z 19.3K followers, XXX engagements

"$HIMS Valuation & Growth 2025-2030🧵 @wearehims is a leading telehealth platform focused on wellness categories like hair loss sexual health mental health and weight management. This thread will assume XX% CAGR through 2030 which is aggressive but justified at past growth XX% from 2024. FY2025: $2.3-2.4B Net Income Margin: XX% (building on 2024's XXX% margin of $XXX million on $XXXXX billion revenue) Free Cash Flow (FCF) Margin: XX% XX% CAGR Year Revenue($B) Net Income($B) FCF($B) 2025 $XXXX $XXXXX $XXXXX 2026 $XXXX $XXXXX $XXXXX 2027 $XXXX $XXXXX $XXXXX 2028 $XXXX $XXXXX $XXXXX 2029 $11.91"
X Link 2025-12-09T02:57Z 19.3K followers, 12.7K engagements

"BREAKING $AMD $TSM outsources chip packaging TSMC outsources chip packaging to meet surging demand TAIPEI (TVBS News) Taiwan Semiconductor Manufacturing Company ( TSMC) will outsource advanced packaging orders to meet surging demand supply chain sources reported Monday (Dec. 9). The chipmaker plans to redirect overflow orders to Taiwanese firms ASE () and SPIL () to ensure customer satisfaction. Wccftech first reported the decision as TSMC faces capacity constraints in its CoWoS advanced packaging technology. TSMC's CoWoS advanced packaging technology has attracted major clients including"
X Link 2025-12-09T11:40Z 19.3K followers, 11.4K engagements

"BREAKING $HIMS & $XX PT Barclays Barclays analyst Glen Santangelo launched coverage of Hims & Hers Health Inc. (NYSE: HIMS) assigning an Overweight (equivalent to Buy) rating with a price target of $XX per share. Growth Drivers: Barclays points to HIMS's strong momentum in telehealth services including personalized treatments for hair loss sexual health mental health and weight management. The firm's optimism stems from expanding subscriber bases favorable trends in direct-to-consumer healthcare and potential for compounded revenue growth through 2026 and beyond. Market Context: HIMS operates"
X Link 2025-12-09T14:56Z 19.3K followers, 3525 engagements

"BREAKING $GRAB Benchmark $7-Buy Rating👀 After @peter_oey non-deal investors relationship roadshow. The research firm noted that Grab is targeting sustained growth across its core Deliveries and Mobility segments while maintaining stable incentive levels suggesting operational efficiency. InvestingPro data shows Grab achieved XXXXX% revenue growth in the last twelve months with analysts forecasting XX% growth this fiscal year. Benchmark identified Grabs Fintech business as a potential key margin driver pointing to its accelerated loan-book expansion plans and clear path to profitability with"
X Link 2025-12-09T15:04Z 19.3K followers, 8193 engagements

"BREAKING Silver hit new ATH 🔥 You are welcome. $GRAB and $ETH should do better in 2026 and beyond. Not Financial Advice"
X Link 2025-12-09T16:01Z 19.3K followers, 12.9K engagements

"BREAKING $AMD EPYC Embedded 2005 Series🔥 @AMD Introduces EPYC Embedded 2005 Series Processors AI-driven workloads are transforming the performance and efficiency requirements of embedded infrastructure systems. From networking switches routers and DPU control planes to cold cloud storage aerospace and robotics applications today's embedded computing system architects must deliver higher compute density energy efficiency and extended longevitywithin smaller power-constrained designs. AMD is addressing these evolving requirements with the introduction of the AMD EPYC Embedded 2005 Series"
X Link 2025-12-09T18:29Z 19.3K followers, 2938 engagements

"$AMD Shareholders. Dr. @LisaSu this Friday 6pm Mark your calender ✅"
X Link 2025-12-09T20:25Z 19.3K followers, 18.9K engagements

"BREAKING $XYZ @blocks Afterpay ✅ DISTRIBUTED-WORK-MODEL/SAN FRANCISCO--(BUSINESS WIRE)-- Afterpay today announced a fresh wave of new partnerships just in time for the holiday shopping season empowering consumers with flexible payment options across fashion lifestyle and home categories. This latest expansion includes Jenni Kayne Hibbett Diesel Thursday Boots Tecovas Z Gallerie The GLD Shop Coolibar The Woobles Effy Jewelry Von Dutch SP5DER Worldwide and Christy Dawn among others. As consumers prepare for holiday shopping flexible payment solutions have become increasingly important for"
X Link 2025-12-09T22:02Z 19.3K followers, 2950 engagements

"$AMD & $ORCL MI300X MI355X 🧵 TLDR: @OracleCloud never stopped buying MI300X in 2025 and is simultaneously ramping MI355X aggressively; while securing for MI450 allocation(2026) In December 2025 @AMD 's Instinct MI300 series (launched in late 2023) continues to see strong ongoing shipments and deployments into 2025 driven by its established role in AI training and inference workloads. The MI355X (part of the MI350 series on CDNA X architecture) has accelerated from an initial H2 2025 target to mid-year production and shipments positioning it as a direct competitor to Nvidia's Blackwell series"
X Link 2025-12-10T02:52Z 19.3K followers, 18.7K engagements

"$PLTR was called a bubble since 1st week of DPO day. As far as why the stock price has appreciated so much because large % of retail investors been holding the shares and "smart money" just FOMOed in since summer 2023. It is really interesting to hear this over and over again. Short it if you want. Not Financial Advice"
X Link 2025-12-10T03:05Z 19.3K followers, 15K engagements

"BREAKING $AMD $HPE HPE has announced it is speeding up deployment of at-scale artificial intelligence (AI) training and inferencing for cloud service providers (CSPs) including neoclouds by offering the first @AMD Helios AI rack-scale architecture with integrated scale-up Ethernet networking. HPE says the solution leveraging purpose-built HPE Juniper Networking hardware and software along with Broadcoms Tomahawk X networking chip is based on the open Ultra Accelerator Link over Ethernet (UALoE) standard and capable of supporting the traffic from trillion parameter model training high"
X Link 2025-12-10T13:10Z 19.3K followers, 4432 engagements

"BREAKING $AMD 🤝 $MSFT on AI Update🚀 Dr. @LisaSu 🤝 @satyanadella @AMD and @Microsoft redefine Windows with AI updates Advanced Micro Devices (AMD) and Microsoft are taking strides to enhance the Windows ecosystem with new AI-powered features. These features including natural language search and 'Click to Do' are poised to transform user interactions with Windows devices. Microsoft's President of Windows + Devices Pavan Davuluri and AMD's CTO Mark Papermaster are spearheading this initiative to provide a more intuitive and efficient computing experience. These AI-driven tools are designed to"
X Link 2025-12-10T23:46Z 19.3K followers, 7153 engagements

"Howard Marks- The Memo @Oaktree 🔥 $GRAB $QQQ $SPY $DIA $IWM $IWO $AMD $NVDA $AVGO $TSM Is AI a Bubble Howard is talking about debt/leverage extensively on this Memo. Howard Marks examines whether the surging enthusiasm for artificial intelligence (AI) signals a market bubble. His core thesis: AI is a genuinely transformative technology with immense potential but current investor behavior marked by "irrational exuberance" fear of missing out (FOMO) and speculative financing mirrors historical bubbles even if the underlying innovation is real. Marks stresses that bubbles aren't caused by the"
X Link 2025-12-11T02:18Z 19.3K followers, 3257 engagements

"BREAKING $GRAB & EV Charging Expansion✅ Grab signs partnership with Charge+ to expand EV charging network in Vietnam Grab Vietnam has entered a new partnership with Charge+ a Southeast Asian electric vehicle charging provider to expand the countrys network of charging and battery swapping stations. The agreement signed on XX December in Vietnam sets out a joint plan to deliver more flexible and reliable charging options for electric cars motorcycles and e-scooters. Both companies view the collaboration as a key step in supporting Vietnams Net Zero ambitions and promoting wider adoption of"
X Link 2025-12-11T12:44Z 19.3K followers, 5854 engagements

"@AMD @OpenAI @finkd @LisaSu"
X Link 2025-12-12T14:05Z 19.3K followers, XXX engagements

"BREAKING @PalantirTech & PwC🔥🔥🔥 LONDON--(BUSINESS WIRE)-- PwC UK and Palantir Technologies Inc. (NASDAQ: $PLTR) today announced the expansion of their strategic alliance underpinned by a multi-year multi-million-pound investment by PwC. The expansion represents a clear commitment by both organisations to work together as preferred UKpartners aligning strategy and resources to deliver advanced AI and data solutions for some of the worlds most complex challenges. Recognised as one of Palantirs most significant professional services relationships the alliance is built on trust innovation and"
X Link 2025-11-19T11:26Z 19.3K followers, 97.2K engagements

"$PLTR $AMD $TSLA $GRAB $HIMS Far way too many people think they know the top or understand when the winner stops winning. My strategy is very simple and I will let this out today for Free. XX I don't sell winners And I don't try to time the market. Feel free to do so as if you can see the future. Not Financial Advice"
X Link 2025-11-22T17:40Z 19.3K followers, 756.7K engagements

"$AMD MI450 $NVDA Rubin $GOOGL TPU Comp🧵 The @AMD Instinct MI450 emphasizes open ecosystems memory density and power efficiency via chiplet design and TSMC's 2nm node w/ lowest TCO. NVIDIA's Rubin (successor to Blackwell) prioritizes raw compute and bandwidth in a proprietary stack(CUDA). Google's Ironwood TPU (7th-gen ASIC) focuses on TensorFlow-optimized inference at pod scale These X will be released in 2026 Architecture AMD: CDNA X (UDNA-based chiplets) NVDA: Rubin (monolithic/early chiplet) Google: Custom ASIC Process Node AMD: TSMC 2nm NVDA: TSMC 3nm Google: TSMC 3nm Memory (per Chip)"
X Link 2025-11-25T15:29Z 19.3K followers, 221.2K engagements

"$AMD $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.110x more expensive annually ($148.3 million $14.87$29.04 million) and 5.110x more expensive monthly ($12.36 million $1.24$2.42 million) than renting XX MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation market dynamics and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation"
X Link 2025-11-29T18:16Z 19.3K followers, 181K engagements

"$GRAB CEO @AnthonyPY_Tan & Chloe Tong "In Conversation With: Anthony Tan & Chloe Tong" Ace Team Foundation"
X Link 2025-12-07T03:06Z 19.3K followers, 47.6K engagements

"$QQQ $SPY $DIA Future is Flat"
X Link 2025-12-08T00:27Z 19.3K followers, 1948 engagements

"When SBC shares are vested executives must pay 40-50% combinbed tax rate. These kind of minimal shares sold are common practice. And yes you can read it as $GRAB shareholders are paying taxes for insiders just like many other tech companies that are using SBC to recruit talents. This has X connection to liquidity exit or long term fundamental. $AMZN $TSLA $META $GOOGL $MSFT $SHOP and many others had aggressive insiders' selling but never had a long term impact on businesses' fundamental"
X Link 2025-12-08T20:17Z 19.3K followers, 2836 engagements

"$AMD$70B-$100B Rev FY2026 in Inevitable 🧵 Looking at $TSM Allocation angle for 2026 TLDR: @AMD will benefit 30-40% more from increased allocation(2026 vs 2025). Or 500000-700000 MI355X(H1) and 700000-1000000 MI450(H2). 1GW of @OpenAI in H2 is already 714285-800000 MI450(1000-1400W). Current Conservative TSMSC CoWoS 120000-130000 wafers/month by 2026 Driven by AP7 (Chiayi) and AP8 (Tainan) fabs entering production Q1Q4 2026. 2nm wafer output hits 80000100000/month (four Taiwan fabs + Arizona Fab XX Phase 2) with 3nm/5nm at XXX% utilization through H1 2026 but adding 2025% via Taichung"
X Link 2025-12-09T14:43Z 19.3K followers, 41.4K engagements

"BREAKING @PalantirTech Dr. Karp Paragon 🔥🔥🔥 $PLTR built the best software in the world to do one job to unlock more value for customers(Govt/Commercial) Palantir went DPO for the average retail investors"
X Link 2025-12-09T17:16Z 19.3K followers, 53.3K engagements

"BREAKING $GRAB & Smart Money ✅ 13F Filing- Tudor Investment ($84B Fund) increased $GRAB position by XXXXX% or 700130 shares. Total Holding: 2021302 shares"
X Link 2025-12-10T12:56Z 19.3K followers, 8979 engagements

"@joecarlsonshow Long term $CRM will be fine just much lower return. $AMD has so much more upside from here $GRAB has so much more upside from here. Even safer bet like $MSFT $AMZN would have higher return than $CRM. Not Financial Advice"
X Link 2025-12-11T19:46Z 19.3K followers, 3692 engagements

"BREAKING $COST ER Revenue $67.3B vs $67.137B Est EPS $XXXX vs $XXXX est"
X Link 2025-12-11T21:20Z 19.3K followers, 1288 engagements

"$AMD MI450 vs $AVGO/ $GOOGL Ironwood Comp🧵 TLDR: MI450 at $35000$40000/chip is highly competitive to own vs. renting Ironwood ($1440$2500/month/chip) or buying it ($30k$35k/chip) with 25-40% TCO savings for 1GW over X years driven by lower OpEx and ownership flexibility. Architecture: MI450: CDNA X TSMC 2nm Ironwood: Custom ASIC TSMC 3nm Memory/Bandwidth MI450: 432GB HBM4; XXXX TB/s Ironwood: 192-256GB HBM4 (est.); 7.4-10 TB/s Compute (FP8) MI450: XX PFLOPS Ironwood: 5-7 PFLOPS Power (TDP) MI450: 1000-1400W Ironwood: 1000-1200W CapEx: MI450: $35000-$40000 per chip Ironwood: $25000-$40000 per"
X Link 2025-12-12T01:33Z 19.3K followers, 33.9K engagements

"BREAKING $GRAB COO Alex Hungate 🚀🚀🚀 "Tthis quarter(Q4) we've had to actually boost the driver incentives slightly because the growth in demand was so high.We needed to make sure that we could maintain the fulfillment quality and reliability of our services.""
X Link 2025-12-12T03:33Z 19.3K followers, 23.2K engagements

"BREAKING $GRAB Tourism on Times Sqaure 👀 Grab promotes Southeast Asia tourism in Times Square Grab Southeast Asia's leading superapp has launched a vibrant advertising campaign in Times Square New York showcasing the region's iconic sights and flavours. Running from X to XX December 2025 the campaign features a series of 15-second ads supported by multiple national tourism boards across Southeast Asia aiming to attract more travellers to the region. The ads spotlight destinations such as Singapore's Jewel Changi Airport Malaysia's nasi lemak Indonesia's Pink Beach Vietnam's pancakes and"
X Link 2025-12-12T11:52Z 19.3K followers, 15.3K engagements

"$AMD is heading $X Trillion MCap Lowest TCO🧵 And @OpenAI LOVES MI450🚀 Context: $AVGO EC confirmed the deal was more in 2027-2029 instead of 2026 initially stated on TV. Broadcom also confirmed No $META as customer further confirming my call that $META was using $GOOGL TPU Leaked Information to negotiate with Dr. @LisaSu. $NVDA CFO also said at UBS Global Technology Conference that @OpenAI September Letter of Intent for up $100B in phased investment tied to 10GW "still not finalized". @nvidia 10-Q filing "There is no assurance that any investment will be completed on expected terms if at"
X Link 2025-12-12T13:49Z 19.3K followers, 97K engagements

"$AMD MI355X $NVDA B200 on ROCm XXX Comp🧵"
X Link 2025-12-12T13:49Z 19.3K followers, XXX engagements

"@OpenAI Yes $AMD ROCm X Is on track to launch with MI450 in 2026 ✅"
X Link 2025-12-12T13:55Z 19.3K followers, XXX engagements

"No. $GRAB is not the next $AMZN this kind of analysis is for shareholders to understand the structure and business strategy are similar. That does not mean $GRAB will become the next AWS or Ecommerce giant"
X Link 2025-12-12T15:07Z 19.3K followers, 1279 engagements

"$AMD $NVDA $AVGO $TSM The AI Bubble Fear is going to replay like 2023-2024 so "they" can trade again into November and December 2026. They want a handsome profit to show off again. Retail investors should know that we don't have an obligation like these funds that manage other people money and must demonstrate an annual return. Fun Fact: most would make way more money holding $AMD $NVDA $AVGO $TSM from the last 10-15 years instead of trying to be in and out to time the market. Do your own DD don't listen to these Funds. And I think this kind of price action is very healthy Not Financial Advice"
X Link 2025-12-12T17:21Z 19.3K followers, 14.6K engagements

"BREAKING $ORCL said delay was fake new this morning 🤔 $AMD $TSM $NVDA $AVGO @Oracle spokeperson: There have been no delays to Any sites required to meet commitments to @OpenAI So we received at least XX fake new headlines just attacking AI stocks in general for the last 12-24 months. 😲😲😲"
X Link 2025-12-12T18:17Z 19.3K followers, 9196 engagements

"BREAKING $AMD CEO Dr. @LisaSu on @business 🔥 @AMD CEO: AI is nowhere near its peak capability"
X Link 2025-12-12T22:56Z 19.3K followers, 12.7K engagements

"$GRAB Another Howard Marks Interview ✅ Context: Oaktree Capital bought 10.2m $GRAB shares in Q1 2025. 1.29m shares in Q2 and 0.52m shares in Q3. With Goto Mobility/Delivery at $1.5B it would make mean $GRAB is trading at around X P/S of FY2026 with $6B in Cash. Marks often reminds readers that you cant predict but you can prepare. By lining up Grabs strengthening balance sheet fastimproving economics and hidden fintech option value against a stock price still anchored to 2022 pessimism he appears to be doing exactly that. Yes Howard is up on his position. If you strip out the cash. GRAB"
X Link 2025-12-13T02:42Z 19.3K followers, 100.3K engagements

"$GRAB Secret Sauce 🧵"
X Link 2025-12-13T17:31Z 19.3K followers, XXX engagements

"The @theinformation new headline next monday how investors should all sell $AMD $NVDA $AVGO $TSM or $ORCL. The Fear that Venezuela will destroy @nvidia. Watch out"
X Link 2025-12-13T18:31Z 19.3K followers, 2904 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 2025-09-17T02:28Z 19.3K followers, 154.8K 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 2025-09-18T15:06Z 19.3K followers, 270.2K 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 2025-10-07T14:36Z 19.3K followers, 206.9K engagements

"BREAKING @PalantirTech & Lumen 🔥🔥🔥 Bloomberg reported that Palantir Technologies Inc. (NYSE: $PLTR) has secured a multi-year partnership with Lumen Technologies Inc. (NYSE: LUMN) under which Lumen will spend more than $XXX million on Palantir's AI software. The deal is not publicly disclosed in full detail but sources familiar with the matter confirmed the financial commitment spans several years. This agreement builds on an earlier collaboration announced in September 2025 and represents a significant expansion in Palantir's push into the telecom sector. Key Details of the Deal Software"
X Link 2025-10-23T11:47Z 19.3K followers, 70.9K engagements

"@PalantirTech Dr. Karp-Ontology 🔥🔥🔥 $PLTR CEO Dr. Karp full interview with $LUMN CEO. The best way to understand Palantir is to watch the turnaround of Lumen Technologies Earning. This software has to work to earn the premium. $200m is stupid cheap when Lumen saves $2B/Y and revive Revenue/Earning growth. Unlike $CRM CEO is selling "steak dinners". Video Source & Credit: Fox Business"
X Link 2025-10-24T11:45Z 19.3K followers, 28.2K engagements

"BREAKING $AMD & Large Purchase🚀🚀🚀 13F Filing- Ing Groep Nv($1.1 Trillion Fund) increased @AMD position MASSIVELY by XXXXXX% or 785763 shares to a total holding of 961559 shares"
X Link 2025-11-06T21:52Z 19.3K followers, 58.6K engagements

"$AMD @Wedbush Reiterated $XXX Outperform🚀 Wedbush Securities a prominent tech-focused research firm has been consistently bullish on Advanced Micro Devices ( @AMD ) throughout 2025 viewing it as a key beneficiary of the ongoing AI revolution. Their commentary centers on AMD's accelerating growth in data center GPUs strategic partnerships (notably with @OpenAI and @Oracle ) and robust demand in both server and PC segments. Analyst Matt Bryson Wedbush's Managing Director of Equity Research has led much of this coverage emphasizing AMD's positioning as a credible alternative to Nvidia in the AI"
X Link 2025-11-10T15:04Z 19.3K followers, 9114 engagements

"BREAKING $AMD $XXX PT Upgrade🔥🔥🔥 Melius Research raised its price target for Advanced Micro Devices @AMD to $XXX from $XXX while maintaining a Buy rating. This adjustment reflects heightened optimism about AMD's positioning in the artificial intelligence (AI) ecosystem driven by recent financial guidance and long-term growth projections shared at AMD's Financial Analyst Day . Melius analyst Ben Reitzes emphasized AMD's "real positive surprise" in margin guidance and its aggressive revenue trajectory positioning the company as a credible challenger to Nvidia in AI semiconductors and"
X Link 2025-11-14T19:06Z 19.3K followers, 64.5K engagements

"BREAKING $GRAB & Point72 Asset Management🔥 13F Filing- Point72 Asset Management($41B Fund) started a Massive brandnew position on $GRAB with 4826721 shares it is interesting that many new Large Funds are getting in for this $Goto acquisition or 90-95% market share in SEA. Meaning they are looking at $1B-$2B saving from price war synergy and hyper cross-selling once Grab has a monopoly position. Margin will definitely improve and these Wall Street Funds LOVE Margin Expansion"
X Link 2025-11-15T14:46Z 19.3K followers, 4582 engagements

"$AMD $NVDA after Q3 ER Analysis🧵 Dr. @LisaSu w/ @Cristiano Advanced Micro Devices ( @AMD ) and @nvidia (NVDA) reported their fiscal Q3 2025 earnings in early November 2025 highlighting the intensifying competition and explosive growth in the AI accelerator market. AMD's results released on November X showed robust year-over-year gains driven by data center expansion while NVIDIA's November XX report underscored its unchallenged dominance with record-breaking scale. Both sets of results signal surging demand for AI hardware as hyperscalers and enterprises ramp up investments in generative AI"
X Link 2025-11-20T13:06Z 19.3K followers, 44.6K engagements

"BREAKING $AMD $XXX PT Outperform Rating🚀🚀 The Raymond James Financial coverage initiation on Advanced Micro Devices @AMD Outperform rating with a $XXX price target on November XX 2025 is attributed to Simon Leopold a Managing Director and Senior Research Analyst in the firm's Technology sector team. Simon emphasized that the AI total addressable market (TAM) is vast enough to support multiple leaders with AMD well-positioned as a key competitor to NVIDIA in merchant GPUs for data centers. Recent wins such as partnerships with OpenAI and HUMAIN for X gigawatt of capacity (potentially worth"
X Link 2025-11-23T23:50Z 19.3K followers, 102K engagements

"$GRAB is👑 Post- $GOTO GROWTH Super🧵 Grab Holdings a leading Southeast Asian SuperApp is poised for transformative growth following its potential $XXX billion acquisition of GoTos mobility and delivery segments. This strategic move backed by Indonesian and Singaporean regulatory support aims to consolidate Grabs market dominance in Indonesia (SEAs largest market) to a 9295% share effectively creating a near-monopoly. This thread explores the financial operational and strategic implications projecting revenue growth at 3040% annually over the next five years (20262030) driven by synergies"
X Link 2025-11-30T19:58Z 19.3K followers, 163.5K engagements

"BREAKING $GRAB CFO @peter_oey on Q4 2025🔥 Peter said $GRAB is on track for a "very strong" Q4/Close to 2025. Guidance hints Q4 revenue to be $900-$935m. Q4 tourism is expected to be very "hot" according to many sources and surveys. Considering recent aggressive tourism expansion $GRAB is likely to hit revenue closer to $1B. I think we are going to be very close to $1B. If executed well $1B is on the table. Grab operates in X countries in SEA serving 800+ cities and a $XXX billion digital economy growing to $1T by 2030. Oey frequently highlights the need to "educate US investors" on this as"
X Link 2025-12-01T02:51Z 19.3K followers, 18.6K engagements

"BREAKING $GRAB New BOD member👀 Grab Holdings Ltd (NASDAQ: $GRAB) announced updates to its board of directors on Monday. According to a press release statement filed with the U.S. Securities and Exchange Commission Laura Franco former Executive Vice President and General Counsel of Madison Square Garden Entertainment Corp. and Sphere Entertainment Co. has joined the board as an independent director effective Monday. The company also stated that Ng Shin Ein has retired from the board as of the same day. Grab Holdings Ltd is headquartered in Singapore and provides business services in the"
X Link 2025-12-01T12:48Z 19.3K followers, 10.1K engagements

"$GRAB Sharp Shorting detected 🤔 Few seconds before the bell and after. I'm still curious why "they" are shorting $GRAB with such high conviction. Against all odds $GRAB is about to get 92-95% market share in SEA. Like please tell me why you are shorting. I understood the bear thesis that SEA economy is still sluggish but $GRAB proved that it can still grow profitability in the last XX quarters and achieved operating leverage. Plus $50B-$100B stimulus in SEA is working growth is likely to accelerate to 30-40% in the coming quarters/years. Very little debt valuation is stupid cheap management"
X Link 2025-12-01T14:36Z 19.3K followers, 22.1K engagements

"Just in $GRAB & Smart Money ✅ 13F Filing- Swiss Life Asset Management($160B Fund) increased $GRAB position by XXXXX% or 91124 shares. Total Holding: 504287 shares"
X Link 2025-12-02T22:32Z 19.3K followers, 5750 engagements

"Just in $GRAB & $GOTO Comments 👀👀👀 Context: Official sources leaked $1.5B for $GOTO Mobility/Delivery. Both Singapore and Indonesia govt are supportive of this. News outlet Kompas reported that based on order volume Grab has XX per cent of the rail-hailing market share in Indonesia while GoTo has XX per cent. The chance of merger is still there but now Grab has bigger bargaining power The chance of merger is still there but now Grab has bigger bargaining power Food and goods delivery rider Adam Hakiki XX who works for Shopee said if a merger between Grab and Goto happens it will most"
X Link 2025-12-03T13:43Z 19.3K followers, 11.3K engagements

"BREAKING @PalantirTech $PLTR Dr. Karp on @nytimes Dr. Karp called out the NYT on NYT stage🤣(for that surveillance article) Source & Credit: @nytimes & Dr. Karp"
X Link 2025-12-03T23:50Z 19.3K followers, 131.2K engagements

"BREAKING @PalantirTech & @Wedbush 🔥🔥🔥 Wedbush Securities reiterated its outperform rating and $XXX price target on Palantir Technologies ( $PLTR )"
X Link 2025-12-05T19:14Z 19.3K followers, 53.8K engagements

"$GRAB $GOTO 👀 Patrick Walujo stepped down amid pressure from major shareholders including SoftBank Provident Capital and Peak XV who reportedly viewed him as resistant to a Grab takeover. During his tenure (since June 2023) GoTo's market value declined over XX% eroding investor confidence. Additional pressures included governance scrutiny from Indonesia's Attorney General's Office over a pre-IPO investment by Telkomsel and rejected proposals by Walujo for share repurchases. Shareholders formally requested an extraordinary general meeting (EGMS) on November XX 2025 to address these issues."
X Link 2025-12-06T14:29Z 19.3K followers, 8226 engagements

"$AMD $700-$1122 by 2026 🤔 Advanced Micro Devices stands at a pivotal juncture in its corporate trajectory buoyed by a confluence of strategic partnerships technological advancements and an insatiable demand for AI infrastructure. The company's journey from a peripheral player in the semiconductor industry to a formidable contender against @nvidia encapsulates a narrative of resilience innovation and strategic foresight. Dr. @LisaSu said total AI TAM is $1T by 2030 or Jensen $3-$4T by 2030; so if we take the mid-point that is $X Trillion TAM by 2030. A TAM is so large that will be enough for"
X Link 2025-12-07T14:16Z 19.3K followers, 57.1K engagements

"BREAKING $PLTR @Wedbush @DivesTech said Wedbush analyst Dan Ives on @PalantirTech Technologies (PLTR) describing the company's recent customer event as a pivotal "big moment." Palantir's latest customer event featured strong interest from both new and existing clients. Demos of its AI tools (built on the AIP platform) exceeded expectations with over XX industry-specific demonstrations. Many attendees discovered Palantir via word-of-mouth and were surprised by the practical value of its tools indicating significant untapped demand and a shift in customer perception. Balanced growth New"
X Link 2025-12-08T13:40Z 19.3K followers, 18K engagements

"$PLTR Valuation-@ XX% YoY+ CAGR🧵 TTM Revenue: $3.90B (Q3 YTD implies full-year trajectory toward $4.4B). TTM Net Income: $1.10B (EPS: $0.43; Q3 contributed $476M). Market Capitalization: $433B. Enterprise Value: $427B (net cash $6B). Shares Outstanding: 2.38B. Stock Price: $XXX. Valuation Multiples: P/S 98x (on FY2025E); EV/Revenue 97x; Trailing P/E 394x; Forward P/E (2025E) 178x. XX% Revenue CAGR through 2030 Assumptions unchanged: Gross margins 81%; operating margins ramp to XX% by 2030 (net margins 25%); FCF XX% of net income; Margin is likely to expand for the next X years. Cumulative"
X Link 2025-12-09T02:21Z 19.3K followers, 32.6K engagements

"BREAKING $AMD $ORCL 4D Path 🔥🔥🔥 SUNNYVALE Calif. and NEWTON Mass. Dec. XX 2025 (GLOBE NEWSWIRE) -- 4D Path a company dedicated to personalizing cancer care through a novel physics-inspired approach to predicting tumor response to therapy today announced a collaboration with @AMD and @Oracle to advance predictive oncology and accelerate clinical trials. Using @AMD EPYC CPUs on Oracle Cloud Infrastructure (OCI) 4D Paths QPOR platform-a physics-informed AI-driven deterministic software engine-can convert routine biopsy images into interpretable biomarkers of tumor and immune response faster"
X Link 2025-12-10T16:22Z 19.3K followers, 6206 engagements

"BREAKING $BMNR Tom Lee on the @federalreserve Fed Decision on Rates at 2PM ET Hawkish Cut Market is adjusting to Hawkish Fed The @federalreserve doesnt want MBS Is QE coming Crypto & Small Cap will do better with new Dovish Fed Risk-on sentiment in 2026 Source&Credit: CNBC"
X Link 2025-12-10T18:20Z 19.3K followers, 9192 engagements

"$QQQ $SPY $DIA T-Bill Purchase Dec 12th🚨🚨🚨 Called it ✅ Not Exactly money spraying from helicopter but it should reduce the pressure on longer end yield which was a significant tightening variable on Small businesses small cap and consumers. 2026 is so bullish that this year-end rally will be beautiful Not Financial Advice"
X Link 2025-12-10T19:03Z 19.3K followers, 4142 engagements

"$GRAB Short sellers are WRONG 🧵 Short sellers betting against $GRAB have increased their positions with short interest rising from XXX million to XXXXXX million shares as of November XX 2025 nearing the September 2025 high of XXX million shares (approximately X% of the float or XXX% of effective float). However several fundamental and strategic factors suggest their bearish thesis is flawed. X. Misconception of the GoTo Acquisition Cost This has been the rumor or FUD since 2020 that $GRAB would overpay for $GOTO at $7B price tag even though GRAB and executives said it was fake new for months"
X Link 2025-12-10T21:21Z 19.3K followers, 27.6K engagements

"$AVGO Earning Preview This will also move the market significantly especially $AMD $NVDA $TSM and $AVGO customers. Consensus Revenue 17.4B Adjusted EPS $XXXX Gross margin: XX% Guidance for Q1 FY2026: Investors will scrutinize FY2026 outlook with expectations for AI revenue to exceed $XX billion annually (up from $XX billion in FY2025). Any upside to the $XXXX billion Q4 guide or acceleration in custom chip orders could spark a rally. AI Momentum: Updates on ASIC ramps (for Google TPUs) and VMware's enterprise software contribution ($6.7 billion in Q1 +47% YoY). Non-AI recovery in wireless and"
X Link 2025-12-11T15:00Z 19.3K followers, 6429 engagements

"BREAKING @OpenAI & $DIS Deal on CNBC🚨 @sama $AMD $NVDA $TSM #SORA $ORCL $AVGO $NFLX $WBD $PSKY were also discussed by @Disney CEO. This deal is interesting . Looks like compute demand for @OpenAI is going to go up massively after this. @sama is epxecting higher need for compute and higher revenue growth. As Consumers are willing to pay to make video with Disney Characters. Sam said OpenAI will have the lowest input tokens lower than @Google. Three-year licensing agreement Sora will be able to generate short user-prompted social videos that can be viewed and shared by fans drawing on more"
X Link 2025-12-11T16:02Z 19.3K followers, 6276 engagements

"BREAKING $GRAB Cited Massive Q4 Demand🚀 Grab reaffirms commitment to service accessibility amid holiday demand peak Grab has 24-hour booking assistance booths at all NAIA terminals to help arriving passengers book a ride Year-to-date data showing a jump of more than XX% in ride-hailing demand Tourism demand is at near ATH and certain regions demand is higher Grab continues to put a premium on supporting its driver-partners especially during a season of heavier traffic. Grabs mapping algorithms then generate the most efficient route to connect all locations. By consolidating these multi-stop"
X Link 2025-12-11T16:18Z 19.3K followers, 23.7K engagements

"$AMD MI355X $NVDA B200 on ROCm XXX Comp🧵 @AMD Instinct MI355X GPU outperforming or matching the NVIDIA Blackwell B200 GPU in large language model (LLM) inference workloads using the open-source vLLM engine. The focus is on production-scale scenarios with high concurrency (4128 requests) emphasizing throughput latency and cost efficiency. AMD highlights hardware-software co-optimizations like AITER kernels and QuickReduce as key to MI355X's edge particularly for mixture-of-experts (MoE) models and long-context tasks. Key Takeaways: Up to 1.4x higher throughput on DeepSeek-R1 at scale."
X Link 2025-12-11T17:48Z 19.3K followers, 8462 engagements

"BREAKING $AMD $AMZN & Wt🚀 Wt FX and @AMD havesigned a memorandum of understanding to jointly exploredevelopment of next-generation rendering and AI tools for VFX. Wt FX (formerly Weta Digital) is renowned for its groundbreaking visual effects particularly in creating immersive worlds photorealistic creatures and massive crowd simulations. Oscar-winning films that Wt FX contributed: The Lord of the Rings Avatar King kong The Jungle Book Dawn of the planet of the Apes. Coming shortly afterWt also partnered with @awscloud to develop AI VFX tools the deal will see the pair work on power"
X Link 2025-12-11T18:36Z 19.3K followers, 4638 engagements

""In Q4 record revenue of $XXXX billion grew XX% year-over-year driven primarily by AI semiconductor revenue increasing XX% year-over-year" said Hock Tan President and CEO of Broadcom Inc. "We see the momentum continuing in Q1 and expect AI semiconductor revenue to double year-over-year to $XXX billiondriven by custom AI accelerators and Ethernet AI switches. We forecast Q1'26 total revenue of $XXXX billion and adjusted EBITDA of 67%." "In fiscal year 2025 adjusted EBITDA increased XX% year-over-year to a record $XXXX billion and free cash flow was strong at $XXXX billion" said Kirsten Spears"
X Link 2025-12-11T21:19Z 19.3K followers, XXX engagements

"$AVGO raised Dividend from $XXXX to $0.65"
X Link 2025-12-11T21:19Z 19.3K followers, XXX engagements

"BREAKING $AMD $META $AVGO Called it🚨 This was from $AVGO Earning call transcript. The cost to rent Ironwood is massively higher than $AMD for $META. It is more expensive for Google to buy from $AVGO then buy directly MI450 too(MI450 vs Ironwood Comp Thread below). In late Nov I said the leaked information was for $META to negotiate with Dr. @LisaSu for 5-10GW Scale deployment toward 2030 to service @finkd AI ambition. The leaked info has X goals: X. Negotiating with $AMD X. Lowering $NVDA price Meaning @Meta wants to have the absolute lowest $/M Tokens at the lowest possible Upfront CapEx."
X Link 2025-12-12T02:30Z 19.3K followers, 17.3K engagements

"$AMD MI450 vs $AVGO/ $GOOGL Ironwood Comp🧵"
X Link 2025-12-12T02:30Z 19.3K followers, 1640 engagements

"BREAKING $AVGO all PT this morning 🚨🚨🚨 TD Cowen $XXX Buy Jefferies $XXX Buy Goldman Sachs $XXX Buy Barclays $XXX Overweight Deutsche Bank $XXX Buy Morgan Stanley $XXX Overweight JPMorgan $XXX Overweight KeyBanc $XXX Overweight Bernstein $XXX Outperform Piper Sandler $XXX Overweight"
X Link 2025-12-12T11:57Z 19.3K followers, 7713 engagements

"BREAKING $AMD DOMINATING on @amazon 🚀 Top three revenue-generating desktop CPUs on Amazon US in November were reportedly all Ryzen X3D processors. @AMD seemingly dominated the consumer desktop CPU market on Amazon US in November 2025. The top three revenue-generating CPUs were the Ryzen X 9800X3D the Ryzen X 9950X3D and the Ryzen X 7800X3D. The Core Ultra X 285K brought in the most cash for Intel but the revenue was far less than the Ryzen CPUs. November was reportedly an excellent month for AMD on Amazon when it comes to consumer desktop CPUs. According to data shared by TechEpiphany on X"
X Link 2025-12-12T12:14Z 19.3K followers, 10.9K engagements

"BREAKING $AMD $META $AVGO Called it🚨"
X Link 2025-12-12T13:49Z 19.3K followers, XXX engagements

"$GRAB Structure is Similar to $AMZN Analysis 🧵 Grab Holdings Limited Southeast Asia's leading AI SuperApp operates as a multi-sided platform connecting users drivers merchants and financial partners across eight countries (Cambodia Indonesia Malaysia Myanmar the Philippines Singapore Thailand and Vietnam). Founded in 2012 as a ride-hailing app (originally MyTeksi) Grab has evolved into an "everyday everything" ecosystem mirroring the diversification strategies of global tech giants. As of Q3 2025 Grab serves XX million monthly transacting users (MTUs) processes over XXX million food delivery"
X Link 2025-12-12T15:05Z 19.3K followers, 6372 engagements

"$AMD Dr. @LisaSu 🐐"
X Link 2025-12-12T20:07Z 19.3K followers, 3438 engagements

"BREAKING @AswathDamodaran sold all $NVDA The "Dean of Valuation" sold all his @nvidia from CNBC $AMD $AVGO $TSM $ORCL"
X Link 2025-12-12T20:34Z 19.3K followers, 5073 engagements

"$GRAB COO Alex Hungate on Grab ads on Times Square"
X Link 2025-12-12T23:01Z 19.3K followers, 6551 engagements

"$GRAB P/S Multiple for AI SuperApp Super🧵 TLDR: $60-$72B MC Fair P/S multiple FY2026 or $15-$17 a share. Howard Marks owns 11569295 $GRAB shares from Q1-Q3 2025. USD & FFR are declining a huge tailwind for GRAB. GOTO Mobility/Delivery $1.5B acquisition could accelerate growth to 40-50%. Grab Holdings Limited Southeast Asia's leading AI SuperApp stands at a pivotal inflection point as it achieved GAAP operating leverage for the first time in Q3 2025. Trading at approximately $5.15$5.30 per share with a market capitalization of around $XX billion Grab currently trades (P/S) multiple of roughly"
X Link 2025-12-13T17:23Z 19.3K followers, 15.6K engagements

"$GRAB Rule of XX Calculation🧵"
X Link 2025-12-13T17:23Z 19.3K followers, XXX engagements

"$GRAB "Secret Weapon"📶$500B MC 🧵"
X Link 2025-12-13T17:31Z 19.3K followers, XXX engagements

"$GRAB Why MTUs Growth is the most important metric 🧵"
X Link 2025-12-13T17:39Z 19.3K followers, 1031 engagements

"$GRAB P/S Multiple for AI SuperApp Super🧵"
X Link 2025-12-13T18:20Z 19.3K followers, 1175 engagements

"$AMZN is a $XXX stock A Major $AMD Customer🧵 @amazon 's stock trades around $XXX per share valuing the company at approximately $XXXX trillion. Despite delivering blockbuster Q3 2025 results revenue of $XXXXX billion (up XX% YoY) AWS revenue of $XX billion (up XXXX% YoY the fastest since 2022) and EPS of $XXXX (beating estimates); the stock has lagged the broader Magnificent Seven cohort this year. This underperformance stems from persistent misconceptions about Amazon's business model its capital allocation strategy and its positioning in the explosive AI era. In reality Amazon is not a"
X Link 2025-12-13T19:28Z 19.3K followers, 11.5K engagements

"@LisaSu @business @AMD $AMD Dr. @LisaSu full interview here"
X Link 2025-12-13T22:39Z 19.3K followers, XXX engagements