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@MikeLongTerm Mike
Several stocks are gaining attention, including $grab, $pltr, and $amd, with investors discussing their growth potential and recent developments. $grab, in particular, is seeing increased interest, with some investors predicting a significant upside due to its expanding business model and potential for user growth. Meanwhile, $pltr and $amd are getting boosts from upgrades and new partnerships, with some investors expressing optimism about their future prospects.
Engagements: XXXXXX #
- X Week XXXXXXX +46%
- X Month XXXXXXXXX +35%
- X Months XXXXXXXXX +140%
- X Year XXXXXXXXX +59%
Mentions: XX #
- X Week XXX +1.90%
- X Month XXX +38%
- X Months XXX +155%
- X Year XXXXX -XX%
Followers: XXXXX #
- X Week XXXXX +11%
- X Month XXXXX +19%
- X Months XXXXX +68%
- X Year XXXXX +160%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance #5488 technology brands XXXXX% countries XXXX% automotive brands XXXX% cryptocurrencies XXXX% exchanges XXXX% celebrities XXXX%
Social topic influence $grab #1, $amd 7.11%, $pltr 5.14%, pltr 4.74%, $goto #1, $300b #2, #ai 3.16%, $hims #74, $7b #1, money #2687
Top accounts mentioned or mentioned by @palantirtech @amd @anthonypytan @lisasu @grabsg @wearehims @amitisinvesting @federalreserve @nakanamakit @fidelity @tesla @openai @jimcramer @nvidia @oracle @thebetterbull @microsoft @mktmavpro @juliarothwax @amazon
Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Advanced Micro Devices (AMD) Palantir (PLTR) Hims & Hers Health, Inc. (HIMS) Oscar Health, Inc. (OSCR) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) UnitedHealth Group (UNH) Amazon.com, Inc. (AMZN) Block, Inc. (XYZ) Centene Corp (CNC) Enphase Energy Inc (ENPH) Airbnb Inc (ABNB) Wing Finance (WING) Microsoft Corp. (MSFT) Molina Healthcare, Inc. (MOH) Elevance Health Inc (ELV) Basis Cash (BAC) Bank of America (BAC) AT&T Inc. (T) ZetaChain (ZETA)
Top Social Posts #
Top posts by engagements in the last XX hours
"@kirawontmiss This is the best startup for women"
@MikeLongTerm on X 2025-07-24 20:47:57 UTC 8527 followers, XXX engagements
"BREAKING $GRAB FAKE NEW with worthless $GOTO So these criminal founders are still paying outlets to pressure $GRAB To buy this worthless company for $7B. when even in the public market it is less than $4B. Most likely trading down toward $1B-$2B MC in indonesia public market very soon. Why the hell would $GRAB overpay when financial statements could be all fake I don't think the public would trust founders that stole money from poor children. The corruption is in the bone of these criminals. This is the worst kind of corruption. With a nearly 300m people population there are resources to help" @MikeLongTerm on X 2025-07-25 11:44:14 UTC 8541 followers, 4667 engagements
"Me trying to say $AMD is a much better opportunity than all health insurance stocks and meme stocks combined" @MikeLongTerm on X 2025-07-24 22:48:33 UTC 8537 followers, 2307 engagements
"BREAKING @blocks $XYZ My 4th largest holding $XYZ got in the SP500" @MikeLongTerm on X 2025-07-18 21:18:25 UTC 7895 followers, 1777 engagements
"Top line and bottom line declines are inevitable. $UNH $OSCR $CNC $ELV" @MikeLongTerm on X 2025-07-25 10:38:34 UTC 8541 followers, 2746 engagements
"BREAKING @AMD Natixis($18B Fund) increased $AMD position by XXXXXX% or 620676 shares to total holding of 1038532 shares" @MikeLongTerm on X 2025-07-18 20:23:45 UTC 8439 followers, 6101 engagements
"@elerianm El-Erian is riding the trend to apply for the Fed chair job" @MikeLongTerm on X 2025-07-23 03:35:37 UTC 7893 followers, XXX engagements
"BREAKING $TSLA @Tesla Q2 Sales $22.5B vs $XXXXX est EPS $XXXX vs $XXXX est Tesla will launch new vechiles in 2025 remain on track" @MikeLongTerm on X 2025-07-23 20:13:10 UTC 8438 followers, 1360 engagements
"$GRAB & $8.7B Cash Expansion Strategy Long-ass🧵 X. Grocery Delivery: I talked about this extensively in prior tweets why this segment may be 10x-20x bigger than Rideshare/Food delivery combined. The reason is simple 95-98% of folks in SEA prefer to cook at home. The most recent $GRAB acquisition was Malaysian Supermarket Chain Everrise in March 2025. The retailer offers fresh produce meats and range of imported products from around the world. I talked about Grocery Network extensively. And this is likely the strategy to dominate this space with M&A. Yes this is physical supermarket." @MikeLongTerm on X 2025-07-19 21:13:45 UTC 8395 followers, 18.9K engagements
"💀 $UNH $CNC $OSCR I told you. More investigation on billing claim denial practices in the next XXX years. That will hurt top and bottom line" @MikeLongTerm on X 2025-07-24 14:42:35 UTC 8492 followers, 4504 engagements
"BREAKING $GRAB Cohen Capital Management increased $GRAB position by XXXXX% or 284900 shares total holding of 976817 shares" @MikeLongTerm on X 2025-07-24 10:16:37 UTC 8519 followers, 1843 engagements
"BREAKING $AMD @AMD Dr. @LisaSu said "Demand is Large from @OpenAI and @elonmusk companies" At the White House #AI Event" @MikeLongTerm on X 2025-07-23 19:28:12 UTC 8515 followers, 4149 engagements
"BREAKING $GRAB DEMAX - Delaware Emerging Markets Fund($5.6B Fund) recent filing disclosed 10000000 shares position on $GRAB" @MikeLongTerm on X 2025-07-25 17:18:07 UTC 8541 followers, 5345 engagements
"$GRAB $GOTO Lastest Update and why $goto is not a serious competition" @MikeLongTerm on X 2025-07-26 15:29:29 UTC 8541 followers, XXX engagements
"It is very difficult to make good and reliable EVs like @Tesla $TSLA. Tesla is the only company I trust. VinFast will probably fail. They are better off doing this with BYD or Tesla partnership. They would actually be breaking even sooner. VinGroup CEO Pham Nhat Vuong just casually popped out $1.4B questionable personal loan to support VinFast operation until 2026. It is really unsustainable. Same thing with $GRAB $TSLA stops lowering price and focus on value and the best products it can offer to Chinese consumers. During 2023 at first Xanh would go give extra X% discount straight from $GRAB" @MikeLongTerm on X 2025-07-17 00:40:05 UTC 8461 followers, 1040 engagements
"Don't forget I was on your side when I did this on $OSCR. I will keep it real I refuse to hype you up from Pump and Dump. Just like when I called out $ENPH and $ABNB. I don't gain anything but nasty names called. Don't be in health insurance business in the next XXX years(read OBBBA) #AI companies will continue to outperform and dominate. I'm also long Silver and Uranium. Long crypto but more bullish $ETH Long Drones. Long real "SuperApp" not those claim to be. Not Financial Advice" @MikeLongTerm on X 2025-07-11 16:32:22 UTC 8535 followers, 4582 engagements
"BREAKING @PalantirTech Mainstay Capital Management($2.7B Fund) increased $PLTR position by XXXXXX% or 23233 shares to total holding of 45522 shares" @MikeLongTerm on X 2025-07-24 14:46:18 UTC 8519 followers, 2488 engagements
"BREAKING $AMD $BAC @BankofAmerica Analysts Vivek Arya raised $AMD PT to $XXX from $XXX with a Buy Rating. @AMD $AMD on Q1 ER guided $800m in charges tied to MI308 export controls. After this I expect more analysts to revise higher PT and guidance on $AMD" @MikeLongTerm on X 2025-07-15 17:38:47 UTC 8049 followers, 1790 engagements
"I'm going to be on Water Faster for X days. My mind will be clearer. I may even release a new company that could x10 long-term. I'm still doing more DD after first position on $GRAB. I will try to keep it around XX companies long-term. This public account is meant for regular people. Only high quality growth businesses and stable $500-$1000 a month that anyone can do. Yes the amount can fluctutate base on your income situation. I have found 3-4 good candidates. But at the same time I don't mind adding $AMD $PLTR $TSLA $HIMS. I have to consider valuation for highest ROI. What do you think Do" @MikeLongTerm on X 2025-07-14 20:55:51 UTC 7891 followers, 1531 engagements
"BREAKING @PalantirTech @ATT $T AT&T Inc. (NYSE: $T) has deployed Palantir Technologies Inc. (NASDAQ: $PLTR) to enhance its internal generative AI platform Ask AT&T which now serves 100000 employees across XX production solutions. What Happened: The telecommunications giant launched Ask AT&T in June 2023 as a comprehensive GenAI platform that leverages Palantirs ontology system to create a digital twin of AT&Ts network infrastructure. Mark Austin AT&Ts Vice President of data science toldLight Reading that software coding assistance represents the platforms top use case. Weve been working with" @MikeLongTerm on X 2025-07-22 10:35:20 UTC 8537 followers, 20.4K engagements
"@TheBetterBull It seems like you are the emotional one holding $UNH shares where I just simply posted what was from the media and 8k filing. I don't have any short/long position on $UNH" @MikeLongTerm on X 2025-07-24 15:41:27 UTC 7894 followers, XXX engagements
"$GRAB $8.7B Cash Expansion Strategy Long-term" @MikeLongTerm on X 2025-07-22 00:27:34 UTC 7896 followers, XXX engagements
"BREAKING @PalantirTech @CNBC Contributor Tom Hulick CEO of Strategy Asset Manager said on CNBC that $PLTR is the best company to own right now for #AI" @MikeLongTerm on X 2025-07-11 18:14:32 UTC 7893 followers, 15.9K engagements
"$ABNB @bchesky needs to be fired immediately. This business still can be saved with better CEO. I'm watching the decline with a saf face. I was waiting for this company to go public for years. It is what it is" @MikeLongTerm on X 2025-07-25 03:43:52 UTC 8541 followers, 1789 engagements
"$GRAB is now up XX% from April Low when I started buying and covering this company. You never going to see me x5 x10 x20 next week next month on $GRAB. What you will get is hours of researches with great information. And at the end of those threads I will remind you to do your own DD. Just like any other public companies $GRAB will have strong or weak quarters at some point I don't expect weak quarters in the next 3-5 years. We will have days/weeks trading like April. If you don't have a long-term conviction you will probably sell. I will be writing $GRAB secret sauce like the thread I did on" @MikeLongTerm on X 2025-07-22 00:26:12 UTC 8443 followers, 37.4K engagements
"Me focusing and writing long ass threads on companies before most truly understand these businesses. $PLTR $AMD $TSLA $HIMS $GRAB $WING $XYZ. And I love it when they are misunderstood. It gave me time to write and accumulate shares at mad discounts. I love that I be able to write and educate new investors without a Paywall. Enjoy your weekend folks and see you tomorrow" @MikeLongTerm on X 2025-07-13 20:13:40 UTC 8435 followers, 2221 engagements
"Similar groups were pumping $OSCR when I called it a cult (You are welcome btw) Now are pumping $ZETA. $ZETA is 4/10 on my high quality grading system. Meaning it does not qualify. Wouldnt touch it. Generational wealth creation companies are not that easy to find. Low Cash balance. Unprofitable. Cash Burning. Just stating facts. If you are trading have an exit strategy. Comment down below your bull thesis. And don't tell me it is the new #AI data thing. Not Financial Advice" @MikeLongTerm on X 2025-07-17 19:53:30 UTC 8422 followers, 2799 engagements
"BREAKING @AMD $AMD is officially renamed from Advanced Money Destroyer to Advanced Micro Devices after traders went Long" @MikeLongTerm on X 2025-06-25 22:24:49 UTC 8521 followers, 1574 engagements
"BREAKING $GRAB & XanhSm Competition 🧵 A little background VinFast is a failing Vietnam EV maker and they cannot sell their EVs in EU or NA or SEA market well due to reliability software glitches range issue and charging took too long. Since VinFast cannot sell its EV so they are pushing it down to smaller subsidiaries to fake the sales. Xanh SM was created for this reason. If you read public financial information on Vingroup(The parent company) they definitely cooked the book and idk where they got the money to fund Xanh SM VinFast or other subsidiaries. They are learning it from China Japan" @MikeLongTerm on X 2025-07-16 23:17:18 UTC 8447 followers, 18.3K engagements
"@OshuaHill The committee will kick $ENPH out soon" @MikeLongTerm on X 2025-07-23 17:40:08 UTC 8377 followers, XXX engagements
"@amazon $AMZN has the best customer service in the world. I'm a happy shareholder and a customer. Similar story to $COST. Just take my money" @MikeLongTerm on X 2025-07-26 19:46:27 UTC 8541 followers, XXX engagements
"BREAKING $GRAB Grab unveils features for teens. Prioritize Top drivers for kids. Grab Thailand is reinforcing its position as a leading ride-hailing platform by expanding its on-demand transportation services to cater to consumers of all age groups through the launch of "Grab For Family Teens". The feature is designed to enhance safe travel for users aged XX to XX -- covering both Gen Alpha and Gen Z -- allowing them to travel independently while prioritising peace of mind for parents. The enhanced safety measures include Top-Rated Driver Matching Ride PIN Verification Always-on AudioProtect" @MikeLongTerm on X 2025-07-24 23:46:47 UTC 8537 followers, 2412 engagements
"BREAKING $GRAB @Fidelity $FSPSX - Fidelity International Index Fund increased $GRAB position by XXXXX% or 859392 shares to total holding of 7540189 shares" @MikeLongTerm on X 2025-07-24 18:43:31 UTC 8541 followers, 2736 engagements
"BREAKING $NOW @ServiceNow Q2 Sales $3.22B vs $XXXX est EPS $XXXX vs $XXXX est Software companies are doing well so far on Q2 $PLTR" @MikeLongTerm on X 2025-07-23 20:14:42 UTC 8434 followers, XXX engagements
"@TheBetterBull This is new. "DOJ intensified its invetigation into $UNH's medicare billing practice focusing on how it leveraged doctors and nurses to boost government payments."" @MikeLongTerm on X 2025-07-24 15:17:09 UTC 8500 followers, XXX engagements
"Oh wow some massive drama on $Goto. I made a correct early call that $Grab should avoid goto deal at all cost because it is fishy. $Goto gonna be out of business soon and domination for $Grab in Indonesia 🤫 Now it is all coming out. I will post the details tomorrow. Time for bed now" @MikeLongTerm on X 2025-07-13 03:32:42 UTC 8449 followers, 2332 engagements
"@Google $GOOGL Google Search & Other Rev $54.19B" @MikeLongTerm on X 2025-07-23 20:07:10 UTC 8425 followers, XXX engagements
"$GRAB The ultimate driver to $300B MC or higher🧵 @AnthonyPY_Tan CEO repeatedly mentioned: User growth User growth and User Growth. Before I go into the detail here is the CEO quote on Q1 2025: We had a strong set of results to start the year sustaining robust demand growth momentum to achieve yet another quarterly record number of users on our platform even amid the seasonal demand impacts from the Lunar New Year and Ramadan fasting period. We also grew the number of active partners on our platform and now have more active driver- and merchant-partners than ever before More and more services" @MikeLongTerm on X 2025-07-12 01:24:55 UTC 8537 followers, 47.7K engagements
"$GRAB & 30%-40% revenue growth Path🧵 Fun fact: $GRAB Grocery or GrabMart alone with just current 700m people TAM excluded incoming regional expansion will accelerate $GRAB growth to XX% or higher. Most analysts and investors misunderstood this hence there is a massive upside for incoming quarters. And you know i'm very conservative when it comes to projection. Most of my high quality businesses I invest in outperformed my projection. It was a mistake not to start Grocery with RideShare/Food delivery earlier. This segment is 20x-30x bigger than food delivery and even rideshare combined." @MikeLongTerm on X 2025-07-17 13:26:33 UTC 8535 followers, 13.7K engagements
"BREAKING $AMD @AMD & Erste Group Upgrade Erste Group upgraded Advanced Micro Devices (NASDAQ: $AMD) stock rating from Hold to Buy on Wednesday. The research firm cited AMDs growth outlook for 2025 particularly noting increasing demand for high-performance CPUs and GPUs in data center environments. Erste Group expects AMDs operating margin to increase in the medium term which should contribute to accelerated profit growth next year. The firm believes AMDs stock price will continue to rise due to the companys growth prospects in these markets. AMD has been expanding its presence in the data" @MikeLongTerm on X 2025-07-23 13:30:44 UTC 8500 followers, 1080 engagements
"Now that we are clear on $GRAB "Secret Sauce". What does it contribute to Grab Financial Performance since its public or early day. Grab cost of revenue significantly improved YoY and became profitable started Q3 2024. Cost of revenue was the biggest problem for GRAB in its early day and even after it went Public. The stock price action went from $XXXXX to as low as $XXXX. And @AnthonyPY_Tan with the help of CFO @peter_oey kept pushing for the "secret sauce" and achieved significant operating leverage(credit to @fiscal_ai chart and @WebullGlobal chart). It isn't really that difficult to" @MikeLongTerm on X 2025-07-26 15:29:26 UTC 8541 followers, XXX engagements
"For new investors meme stocks didnt end well from 2021 to 2022. Just be careful out there with pump and dump. Fundamental matters. Not so much about Short Interest. $OPEN $GPRO $KSS $DNUT $CLOV $OSCR $AMC $GME" @MikeLongTerm on X 2025-07-23 17:16:52 UTC 8443 followers, 2224 engagements
"BREAKING $GRAB & $Goto Fake $7B Deal 🧵 Multiple sources and certain outlets are calling $GRAB and $Goto $7B Deal off. But they are citing monopoly concern instead bunch of misinformation. Stated that $GRAB is not profitable and losing money and they need $Goto. X main Goto Founders are under investigated in alleged corruption case stealing money from Poor Children. I will drop the Thread I wrote in the comment. It is strange that Indonesia media outlets are obsessed with this deal where $GRAB has been released the same message that they are not interested or in talk. Do you really think" @MikeLongTerm on X 2025-07-20 18:04:41 UTC 8439 followers, 9053 engagements
"BREAKING $GRAB and GrabUnlimited New Architect TLDR version: Grab Switches from SQS and Redis to Temporal for Its Subscription Platform. This will significantly allow GRAB to scale from previous solution. Grab based the new architecture for GrabUnlimited on Temporal. The company enhanced user experience and reduced production incidents by XX% for its subscription platform which serves millions of users. The new architecture significantly improved robustness and scalability addressing a range of issues with the previous solution. GrabUnlimited is Grabs subscription program offering benefits to" @MikeLongTerm on X 2025-07-21 20:39:29 UTC 8541 followers, 51.2K engagements
"BREAKING $AMD Dr. @LisaSu Dr. Su said @AMD expects its first chips from TSMCs Arizona facilities by the end of the year" @MikeLongTerm on X 2025-07-24 17:50:10 UTC 8514 followers, 1192 engagements
"BREAKING $GRAB $GOTO Drama Update Andre Soelistyo Nadiem Makarim and Melissa Siska Juminto are being questioned and investigated long hours in the alleged corruption case in the procurement of Chromebooks at the Ministry of Education Culture Research and Technology (Kemendikbudristek) which is currently being handled by the Attorney General's Office (AGO). Now Indonesia's Corruption Eradication Commision has a XXX% success rate on cases they pursued AKA these X may be going to prison for a long time. Now they already departed from $Goto but AGO still went and search $Goto offices/HQ multiple" @MikeLongTerm on X 2025-07-15 19:34:54 UTC 8541 followers, 48.6K engagements
"BREAKING $GRAB SeaTown Holdings Pte. Ltd increased $GRAB position by XXXXX% or 593500 shares to total holding of 1289000 shares While this change in Architect is recent from $GRAB blog it refreshed as new catalyst on different brokerages. I'm seeing some institutions are reading my tweets. Once they understand the true strategy is to dominate and sell GrabUnlimited. This change in architect is getting $GRAB ready to scale its Subscribtion service much quicker. It will make more sense when you travel and use the service. It made absolutely no sense not to have Grabunlimited. The discount is" @MikeLongTerm on X 2025-07-23 10:11:17 UTC 8300 followers, 3077 engagements
"$GRAB Ads is misunderstood & Why It's Winning 🧵" @MikeLongTerm on X 2025-07-26 15:29:27 UTC 8541 followers, XXX engagements
"BREAKING @AMD @nvidia $AMD s graphics cards are improving faster than $NVDA s with each generation new benchmarks show The results which are based on testing done by TechSpot (AMD and Nvidia) compare the two companies growth in the past few years of graphics card releases. For Nvidia the publication tested the RTX 5060 versus the 4060 3060 and 2060. For AMD they tested the comparable RX 9060 XT 8GB 7600 6600 and 5600 XT. Nvidia vs AMD graphics card improvements by generation Its no secret that the xx60 cards are the most popular of the series time and time again just check any Steam Hardware" @MikeLongTerm on X 2025-07-22 13:59:20 UTC 7889 followers, 1210 engagements
"$GRAB will have a XXX% or more growth YoY quarter if this is the case. If they discovered for example $50m early funding and using the shares value granted at early day of $goto and calculate into equity today at below $4B market cap that would confiscate 70%-80% of entire company. The government could decide to sell it to $GRAB at negotiated price after audit its true financial reporting or they could also keep it running. One quick google search displayed that Indonesia govt is allowed by law to confiscate assets/businesses linked to corruption and money laundering.This is aimed at" @MikeLongTerm on X 2025-07-25 23:37:21 UTC 8541 followers, 8937 engagements
"BREAKING @TMobile $TMUS Q2 Sales $21.13B vs $21.01B est EPS $XXXX vs $XXXX est" @MikeLongTerm on X 2025-07-23 20:05:10 UTC 8434 followers, XXX engagements
"EU Trade deal is done. Japan was thought to be more difficult. China is the last one on the list. The rest don't matter much since we don't trade much with them. USMCA is still in play for Canada and Mexico so they have more time until review in 2026 and has option to extend to July 2036. Bears gonna cry abt anything at this point" @MikeLongTerm on X 2025-07-25 16:29:27 UTC 8537 followers, 2059 engagements
"BREAKING Lawmakers press @US_FDA to target Compounded GLP drugs If you are a $HIMS shareholders and dont know why it just had a large red candle. Source: ThinkorSwim" @MikeLongTerm on X 2025-07-25 16:05:31 UTC 8540 followers, 8309 engagements
"Seeing some $GRAB short sellers covered today. Very interesting and earlier than expect. Vol is still low but not the end of day yet. May see some big spike before the bell. 170m shares shorted or buying pressure" @MikeLongTerm on X 2025-07-16 18:20:41 UTC 8528 followers, 2433 engagements
"$AMD $NVDA 2025-2026 #AI Chipâš” With reopening China market NVDA and AMD should have higher growth than Q1 ER guidance. I'm revising my projection for $AMD 2026 revenue to $55B-$60B from $45B to $50B due to rising demand for current MI300 series and orders for MI350 series. Stargate $500B Project and major buyers like @Meta @OpenAI @Microsoft @Oracle. The most likely outcome will be $TSM cannot supply enough #AI chips for $AMD to sell that would leave an upside for 2027 backlog. This is conservative projection. It is difficult to say how much $AMD would price MI400 series comparing to $NVDA" @MikeLongTerm on X 2025-07-19 19:47:50 UTC 8434 followers, 2139 engagements
"BREAKING @wearehims $HIMS Short Interest $HIMS short interest declined to 65295727 shares - source: NYSE from 68350000 shares or around $3.7B worth of shorting" @MikeLongTerm on X 2025-07-24 18:32:03 UTC 8516 followers, XXX engagements
"The bond market and the @federalreserve will make sure deflation is stronger than inflation. Investors and analysts are getting way ahead of inflation again. As long as energy price is in controlled range inflation shouldn't spike much. While countries are negotiating tariff/trade deals it is keeping financial condition tighter. Which will further weaken consumers. PCE should rise slightly then trend back down. If Oil collapses down to $XX or lower that will balance the tariff pressure on price and that will allow the @federalreserve to cut more rates. For now they will sound hawkish with" @MikeLongTerm on X 2025-07-16 11:40:19 UTC 7895 followers, XXX engagements
"The $AMD Moment just getting started like $NVDA in Jan 2023 Dr. @LisaSu said it repeatedly that $TSM cannot service $AMD demand for @OpenAI @elonmusk companies @Microsoft @Oracle What will be the true valuation once $TSM matches $AMD #AI chips orders I will let you do your own DD and decide. I'm loaded. Not Financial Advice" @MikeLongTerm on X 2025-07-24 15:59:04 UTC 8521 followers, 1518 engagements
"OBBBA will help $HIMS growth significantly. I may write a thread on this when I have time. Mostly because of permanent extensionof first-dollar telehealth coverage under HDHPs making services more affordable and accessible" @MikeLongTerm on X 2025-07-24 15:10:56 UTC 8537 followers, 1139 engagements
"High quality profitable businesses with rock solid 10-15 year growth trajectory are not getting discussed are: $AMD $GRAB $BROS $HIMS $GOOGL $AMZN $PLTR $WING But many are chosing to pump and dump $OSCR $BULL or some random health insurance business without readin the OBBBA. Don't chase the hype chase fundamental. Price action will follow long-term. Be VERY careful when it comes to trading. If you are new look back at 2022-2023. Not Financial Advice" @MikeLongTerm on X 2025-07-07 14:16:46 UTC 8535 followers, 1888 engagements
"$GRAB and GrabUnlimited New Architect(ready to scale)" @MikeLongTerm on X 2025-07-26 15:29:28 UTC 8541 followers, XXX engagements
"I was asked why $GRAB went up AH. Read below. The switch to new Temporal will alow the core thesis of $GRAB subscribtion to scale much faster. When the core thesis is ready to scale and implemented. AH should be up XX% not 10%. $30B market cap is the fair valuation. Any share under $XXXX what investors that paid for $1.5B would be considered discount. I will drop the core DD for $GRAB in the comment section. "The ultimate driver to $300B MC or higher" Not Financial Advice" @MikeLongTerm on X 2025-07-21 20:55:35 UTC 8454 followers, 4482 engagements
"BREAKING @PalantirTech & Ohio Public Employees Retirement System Ohio Public Employees Retirement System($155B Fund) one of US largest pension Fund bought 171441 $PLTR shares and brought its total holding to 908712 shares Meanwhile "Dumb Money" Tiny bears are busy convincing other $PLTR OG investors to stop buying Palantir. But "Smart Money" can't stop buying shares. Source: 13F SEC" @MikeLongTerm on X 2025-07-20 22:56:18 UTC 8424 followers, 20.1K engagements
"$GRAB "Secret Sauce" highlights from @AnthonyPY_Tan CEO" @MikeLongTerm on X 2025-07-26 15:35:10 UTC 8541 followers, XXX engagements
"$GRAB I forgot to mention $GRAB Indonesia market is the largest market for GRAB with nearly 300m people population or nearly half of its current main market. I talked about this extensively and was calling this deal Fishy early on before this drama came out. $GRAB management did a great job on "wait and see" approach. While we don't know where this is leading too but $goto balance sheet and financial statements can be made up. Criminals were using local officials and outlets to pressure $GRAB to buy it for $7B. And at the same time playing good cop to act like they care about drivers. I'm" @MikeLongTerm on X 2025-07-24 15:06:01 UTC 8521 followers, 2616 engagements
"BREAKING @PalantirTech @Fidelity $FSCSX - Software and IT Services Portfolio started a brandnew position on $PLTR with 1101378 shares" @MikeLongTerm on X 2025-07-24 20:10:08 UTC 8537 followers, 5020 engagements
"BREAKING @PalantirTech & Deloitte "Deloitte has an impressive team of $PLTR users"said Dr. Alex Karp Palantir CEO and co-founder. " We look forward to building solutions with them that will make America stronger." NEW YORK July XX 2025 /PRNewswire/ --In today's rapidly evolving environment where AI-enterprise scaling is essential for organizations to transform and meet mission-critical objectives more quickly and decisively Deloitte and Palantir's recently launched strategic alliance is unlocking effective outcomes for government and commercial clients. Together Deloitte and Palantir have" @MikeLongTerm on X 2025-07-21 13:09:43 UTC 7891 followers, 18.1K engagements
"This could work if $GRAB grows moderately by Q3 Q4 2026. I think we may underestimate its growth potential in 2026. The capital is locked in. Goto is a goner. They will try 25-40% Rev growth with slightly green EPS or flat bottom line. If @AnthonyPY_Tan is smart he can add $300-$350m interest income to its bottom line like how I suggested $PLTR do before they rolled Short-duration T-Bill" @MikeLongTerm on X 2025-07-15 18:47:39 UTC 8513 followers, XXX engagements
"BREAKING @AMD & Tensorstack #AI Imaging $AMD s new Amuse XXX AI image generation is noticeably better than XXX and theres no subscription fee AMD in partnership with Tensorstack has just launched Amuse XXX the latest version of its generative AI software suite. We previously saw Amuse XXX release earlier this year working best on the newly released (at the time) RX 9070 XT with up to 4.3x faster performance. AMD says the new XXX version promises to deliver a significant increase in image quality thanks to now using the worlds first block FP16 SD XXX Medium model. It is optimized for Ryzen AI" @MikeLongTerm on X 2025-07-21 14:01:44 UTC 8444 followers, 1135 engagements
"$AMD can be re-named to Advanced @intel Destroyer (AID) Since Jan 2012 when Dr. @LisaSu joined @AMD AMD has been taking market share from $INTC annually. If you bought $INTC shares on Jan 2012 u would be down XX% after XX years. Total $INTC dividend paid out since Jan 2012 is $60B. Or approximately $XXXXX per share since Jan 2012. So long-term shareholders are still in the gain assuming they got all the dividend since. But $AMD total return since Jan 2012 is 5811.86% without dividend paid. Conclusion: Dividend business model brought worse return to shareholders than re-investment back to the" @MikeLongTerm on X 2025-07-25 16:24:32 UTC 8541 followers, 1546 engagements
"$GRAB is misunderstood The more I understand $GRAB business the more I love that it is trading in a controlled range ($5 or below).It is not just a rideshare or food delivery App. It is the passion to put customers first on its SuperApp ambition I was thinking of when they expand to servicing 2-3 billion people and get XX% of population into subscription or around $5B-$10B per month ($5-$10 per month) pure profit to bottom line. ( $AMZN has XX% of US population on its Prime Membership). For $XXX a year @amazon offers its members way more benefit than $XX a month. Jeff Bezos famously champions" @MikeLongTerm on X 2025-07-13 18:28:41 UTC 7959 followers, 17.5K engagements
"BREAKING $GRAB is now accepting Crypto Payment THE Grab Philippines partnership with Triple-A enables Grab users in the country to top up their GrabPay wallets using Cryptocurrencies via local digital asset exchange PDAX. Following the collaboration between transport network vehicle service Grab Philippines and Triple-A Grab users in the country can now top up their GrabPay wallets using cryptocurrencies via local digital asset exchange PDAX. Crypto top-ups into the GrabPay e-wallet were initially launched in Singapore in 2024 through Grabs partnership with Triple-A a firm that enables" @MikeLongTerm on X 2025-07-22 12:02:11 UTC 7893 followers, 12K engagements
"@Unravel_2000 No on $BMNR. I prefer owning $BTC $ETH" @MikeLongTerm on X 2025-07-23 17:53:44 UTC 8362 followers, XXX engagements
"Health insurance cash balance is not what you may think it is like other businesses. $GOOGL $AMD $PLTR $TSLA can easily outperform health insurance businesses. Even $HIMS $GRAB will outperform them significantly in the next 5-10 years. Make sure to read OBBBA and how it will impact this space. Be smart until after December 2025 for more clarity. It is best to do your DD to understand the business. Don't buy into pump and dump. There aren't that many companies that can x5 x10 x20 quickly. If something sounds too good to be true it probably is. I'm on your side when I talked abt those. I don't" @MikeLongTerm on X 2025-07-23 10:51:24 UTC 8425 followers, 1758 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 $613m ongoing corruption case surrounding stealing money from the fund that was designated to buy Chromebook for poor children. Former Education Minister Nadiem Makarim was questioned more. Last week GoTo CEO Andre Soelistyo and former Tokopedia CEO Melissa Siska Juminto in connection with the case. Melissa now serves as e-commerce director at ByteDance the Chinese" @MikeLongTerm on X 2025-07-24 12:55:19 UTC 8541 followers, 114K engagements
"$GRAB & $8.7B Cash Expansion Strategy Long-ass🧵" @MikeLongTerm on X 2025-07-26 15:29:26 UTC 8541 followers, XXX engagements
"@Boloskkkk $GRAB was under extreme pressure to buy $goto from govt officials and media" @MikeLongTerm on X 2025-07-24 21:07:04 UTC 8531 followers, XXX engagements
"$GRAB is testing drone right now in rural area. If succeeded they can go directly to manufacture company in SEA to produce drones to expand logistic food and grocery delivery at higher margin/time to last mile delivery. Drone can drop package/food/grocery on top floor reduce the time to ask customers time to come down and improve margin story even more. Each unit can be as cheap as $1000 or less. The key for this to work is software and mapping. It isn't really that difficult today to build this. This could be a feature included in the GrabUnlimited membership. Drop on roof floor is much" @MikeLongTerm on X 2025-07-09 20:03:20 UTC 8374 followers, 3757 engagements
"$GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond It took me a while to gather the material for this thread. I will link down below other threads I talked extensively on all current and future $GRAB services to avoid making this thread too long. It is very important to understand product roadmap on the SuperApp and how it will make money over the long-term and transfer that value creation to shareholders. The closest analogy for new investors to understand is @amazon obsession over customers where $AMZN makes a little bit of money on each transaction to break even but" @MikeLongTerm on X 2025-07-26 15:29:25 UTC 8541 followers, 6514 engagements
"BREAKING @AMD 🔥🔥🔥 Melius Research upgraded Advanced Micro Devices (NASDAQ: $AMD) from Hold to Buy on Monday raising its price target to $XXXXXX from $XXXXXX. The upgrade comes as Melius believes AMD is "only in the middle of a run" with substantial upside potential despite missing "the initial move off the bottom." The firm raised its estimates for AMD over the next three years. Melius cited growing opportunities in graphics processing units (GPUs) for 2026-2028 pointing to "a sustainable surge in inferencing" where AMDs platform appears increasingly attractive to hyperscalers and" @MikeLongTerm on X 2025-06-23 11:31:57 UTC 8460 followers, 18.7K engagements
"BREAKING @AMD @digitalocean DigitalOcean ( $DOCN) said Thursday it has partnered with Advanced Micro Devices ( $AMD) to provide customers with access to AMD InstinctTM GPUs starting with the MI300X model" @MikeLongTerm on X 2025-06-12 21:34:38 UTC 7961 followers, 1366 engagements
"BREAKING $GOOGL Q2 ER Sales $96.43B vs $93.97B est EPS $XXXX vs $XXXX est Cloud rev $XXXX vs $XXXXX est" @MikeLongTerm on X 2025-07-23 20:03:54 UTC 8425 followers, 1672 engagements
"@MktMavPro they are already telling you with many of the M&A. expand my other tweets to understand. GrabMart Drone Ads" @MikeLongTerm on X 2025-07-23 10:26:41 UTC 8516 followers, XX engagements
"BREAKING $HIMS @wearehims @BlackRock $BDSIX - BlackRock Advantage Small Cap Core increased $HIMS position by XXXXX% to total holding of 335621 shares It doesn't seem like @BlackRock is afraid of Big Pharma coming after $HIMS" @MikeLongTerm on X 2025-07-25 17:21:40 UTC 8541 followers, 1831 engagements
"@Apple $AAPL Siri is the @Yahoo search in the search world. @tim_cook is a joke on #AI. Cook needs to go. Steve Jobs would have fire Cook a long time ago" @MikeLongTerm on X 2025-07-25 18:10:09 UTC 8519 followers, XX engagements
"No. the bottom will be decide after ARPA expired in December 2025. Or Q1 Q2 2026 and of course the guidance. Most likely negative growth and declining EPS. Don't expect a light competition from current health insurance to fight for market share after ARPA expires and stricter requirement" @MikeLongTerm on X 2025-07-07 19:16:13 UTC 7893 followers, 1695 engagements
"$GRAB The ultimate driver to $300B MC or higher" @MikeLongTerm on X 2025-07-22 00:28:38 UTC 8434 followers, 1404 engagements
"CI Private Wealth LLC($511B Fund) increased @PalantirTech $PLTR holding by XXXXX% or 118720 shares to total of 341464 shares" @MikeLongTerm on X 2024-11-18 02:22:27 UTC 7895 followers, 4642 engagements
"Seeing massive rising interest on $GRAB From "dumb money". I don't write these threads to hype people up. It is important to do your own DD. While $GRAB is massively undervalued and misunderstood to me. My risk tolerance is different than your. Many will have better sleep putting on the SP500 instead of a SuperApp in SEA. That is perfectly fine. Institutions are already hoarding shares and it is at 82%. Q1 2025 was the largest institutional accumulation on $GRAB. I expect "smart money" to swallow the float even more up to 90-95% IO. I don't expect "dumb money" to be involved in this like" @MikeLongTerm on X 2025-07-14 12:34:44 UTC 8531 followers, 2786 engagements
"Something to note I did hire private investigator to look into this( it was more abt is it legit is it worth $7B). I did not know anything about this Corruption case prior until Indonesia agencies announced the case; I just thought it was odd to keep pressuring $GRAB to buy $Goto at $7B. I digged deeper and found it fishy. I tend to make bold call I didnt shy away from it at the time. And on $GRAB management hat off to them. They played it the best they possibly could. They just waited and denied the talk. If I had to guess @masason has deep connection with Indonesia govt and the new" @MikeLongTerm on X 2025-07-25 18:01:10 UTC 8540 followers, 4109 engagements
"BREAKING @AMD $AMD CEO Dr. @LisaSu Said #AI Chip demand for $AMD could top $500B in just a few years 👀👀" @MikeLongTerm on X 2025-07-24 09:55:14 UTC 8521 followers, 1429 engagements