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@MikeLongTerm Avatar @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.

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Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% countries XXXX% automotive brands XXXX% exchanges #568 cryptocurrencies XXXX% celebrities XXXX%

Social topic influence $grab #1, $amd #120, $pltr #26, pltr #27, $300b 3.62%, $hims 3.17%, #ai 3.17%, money 3.17%, ads 2.71%, hims XXXX%

Top accounts mentioned or mentioned by @palantirtech @amd @anthonypytan @grabsg @federalreserve @wearehims @jimcramer @nakanamakit @amitisinvesting @lisasu @openai @tesla @giggspyt @oracle @mktmavpro @juliarothwax @fidelity @nvidia @cnbc @tradernorway

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) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Wing Finance (WING) Alphabet Inc Class A (GOOGL) Enphase Energy Inc (ENPH) Airbnb Inc (ABNB) HSBC Holdings PLC (HSBC) AT&T Inc. (T) Block, Inc. (XYZ) ZetaChain (ZETA) Microsoft Corp. (MSFT) Bitcoin (BTC) Bull Market (BULL) Dutch Bros Inc. (BROS) Amazon.com, Inc. (AMZN)

Top Social Posts #

Top posts by engagements in the last XX hours

"$AMD @AMD This is why I don't time the market"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-15 11:22:36 UTC 7799 followers, 6129 engagements

"BREAKING @wearehims $HIMS Truist Securities Raises $HIMS PT to $XX with a Hold Rating"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-17 16:51:57 UTC 7866 followers, XXX engagements

"BREAKING @AMD Natixis($18B Fund) increased $AMD position by XXXXXX% or 620676 shares to total holding of 1038532 shares"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-18 20:23:45 UTC 7875 followers, 6047 engagements

"@elerianm El-Erian is riding the trend to apply for the Fed chair job"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-23 03:35:37 UTC 7876 followers, XXX 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 Avatar @MikeLongTerm on X 2025-07-19 21:13:45 UTC 7876 followers, 18.8K engagements

"$GRAB Ads is misunderstood & Why It's Winning 🧵 Little background: $GRAB started selling ads on its platform not too long ago. If you read my prior Tweet the ultimate path to $300B how $GRAB mainly focus long-term is user growth. A great business needs traffic to sell ads and that is how we got here. And Ads business is thriving(40-60% margin) and will improve to 70-80% margin due to lower corp cost in SEA and operational efficiency(AI). It is much easier to get to XX% margin for $GRAB than any other businesses like $Uber or other App type of business. Subscription and Ads revenue will be 2"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-18 13:01:51 UTC 7872 followers, 9567 engagements

"BREAKING @PalantirTech & Shortie $PLTR Short Interest went down from 53180000 shares to 51517225 shares - source: NASDAQ"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-10 19:54:49 UTC 7871 followers, 27.1K engagements

"BREAKING $AMD @AMD Dr. @LisaSu said "Demand is Large from @OpenAI and @elonmusk companies" At the White House #AI Event"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-23 19:28:12 UTC 7876 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 Avatar @MikeLongTerm on X 2025-07-17 00:40:05 UTC 7874 followers, 1028 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 Avatar @MikeLongTerm on X 2025-07-11 16:32:22 UTC 7869 followers, 4577 engagements

"Folks that sold $AMD @AMD today are the same folks that sold @nvidia $NVDA in the Spring of 2023. Reason: #AI Inference Queen Not Financial Advice"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-18 16:11:47 UTC 7853 followers, 1454 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 Avatar @MikeLongTerm on X 2025-07-14 20:55:51 UTC 7876 followers, 1524 engagements

"BREAKING @PalantirTech Churchill Management Corp($9B Fund) started a brandnew position on $PLTR with 174140 shares. The name of the fun is cool af 👀"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-18 21:16:26 UTC 7836 followers, 7226 engagements

"$GRAB short sellers and $X $XXX Covered Call writers will lose the tight range control once we cross $X. I won't try to time this. It could be today. Reasons I provided on my DDs threads you can look with my handle. GrabMart(Grocery) and GrabAds will drive the most top-line growth back to 30-50%. But don't expect that to translate into net income. $GRAB is playing the SuperApp long-term game. Most will not get the highest return by trading this short-term. I don't do price target or where it is going to run. You can follow other pump and dumper account for that. Not Financial Advice"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-21 12:35:49 UTC 7875 followers, 5918 engagements

"BREAKING @AMD $AMD @HSBC $HSBC upgrades $AMD PT to $XXX with Buy rating"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-10 10:33:20 UTC 7865 followers, 24.7K engagements

"How much would $GRAB worth with a $12-$15B net income and $50B Revenue servicing SuperApp for X billion people"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-11 22:43:10 UTC 7786 followers, 1146 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 Avatar @MikeLongTerm on X 2025-07-22 10:35:20 UTC 7876 followers, 19.4K engagements

"Impressive control $GRAB :)) Watch the option chain on August October 2025 and Jan 2026. "They" will try to keep it in range to collect most or all the covered call premium. Not enough Buying pressure yet. The upgrade/bull call from Maybank Investment Bank signaled strong Q2 and raised guidance. Fundamental matter not short-term price action manipulation for small covered call gain. Not Financial Advice"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-21 13:41:05 UTC 7877 followers, 2860 engagements

"$GRAB $8.7B Cash Expansion Strategy Long-term"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-22 00:27:34 UTC 7877 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 Avatar @MikeLongTerm on X 2025-07-11 18:14:32 UTC 7873 followers, 15.9K engagements

"@TraderNorway Taking personal risk on a trade is absolutely fine. I disliked that many were pumping that led to many people holding the bag. Sending out hopes like they gonna extend ARPA or RED won't change ACA Provisions"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-20 14:57:22 UTC 7845 followers, XXX engagements

"How long do you think it would take me to grow my public portfolio to $100k with just $500-$1000 a month First position is $GRAB. Actively looking for 2nd. Will try to keep it under XX companies"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-17 16:39:52 UTC 7834 followers, 1232 engagements

"BREAKING @AMD Bernstein raises $AMD PT to $XXX from $XX Market Perform Rating"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-21 13:05:24 UTC 7872 followers, 1931 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 Avatar @MikeLongTerm on X 2025-07-22 00:26:12 UTC 7876 followers, 37.2K 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 Avatar @MikeLongTerm on X 2025-07-13 20:13:40 UTC 7845 followers, 2207 engagements

"$GRAB $X and $XXX covered call large writers are getting nervous :)). Fundamental will win eventually. Can't manipulate forever"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-18 13:34:40 UTC 7853 followers, 1905 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 Avatar @MikeLongTerm on X 2025-07-17 19:53:30 UTC 7876 followers, 2678 engagements

"BREAKING @PalantirTech La Banque Postale Asset Management($10B Fund) increased $PLTR position by XXXXX% or 52249 shares to total holding of 119823 shares"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-18 14:35:25 UTC 7842 followers, 6508 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 Avatar @MikeLongTerm on X 2025-07-16 23:17:18 UTC 7876 followers, 17.4K engagements

"It is almost impossible to build a generational wealth business for shareholders without a solid balance sheet. Unfortunately many investors are ignoring this factor. High rev growth with weak balance sheet can be suicidal unless generating a significant cash flow. There were so many great high quality growth businesses got acquired because they had weak balance sheet. And many innovative companies got destroyed after it got acquired sadly. This must be the first thing to have as a high quality business. I prefer no or very little debt"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-22 02:54:31 UTC 7875 followers, 1012 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 Avatar @MikeLongTerm on X 2025-07-13 03:32:42 UTC 7870 followers, 2299 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 Avatar @MikeLongTerm on X 2025-07-12 01:24:55 UTC 7875 followers, 38.8K 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 Avatar @MikeLongTerm on X 2025-07-17 13:26:33 UTC 7737 followers, 11.8K 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 Avatar @MikeLongTerm on X 2025-07-23 13:30:44 UTC 7876 followers, XXX 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 Avatar @MikeLongTerm on X 2025-07-20 18:04:41 UTC 7875 followers, 9005 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 Avatar @MikeLongTerm on X 2025-07-21 20:39:29 UTC 7876 followers, 50.2K engagements

"I'm afraid If I release $GRAB Ads DD thread. It would start to run so hot that this turn into a retail hype stock. GrabAd is about 40-60% margin. But the wild part about this is the more user growth $GRAB gets the higher the margin goes. In theory it could go to 70-80%. AKA $XXXX $XXXX for every $X spent on ads from Merchants/businesses(Note that there are plenty of businesses that do not sell products/services on $GRAB bought ads). I spent so far XXX hours studying this company. What is your average time to study a company before you invest"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-17 23:20:44 UTC 7820 followers, 10.6K engagements

"BREAKING $GRAB & Maybank the largest Malaytsia's bank Maybank Investment Bank cited $GRAB to have accelerated growth from Q2 2025 (especially GM & Loan-Book growth) The Investment bank saw or expected Grab Fin to expand XX% YoY or XX% QoQ. We think the topline acceleration is partially driven by an affordability push and partially at a cost of higher incentives/provisioning it said. We think Grab is taking market share again driven by its affordability push as we see its pricing consistently below competitors said Maybank. Maybank also thinks Grab has picked up non-ecosystem lending within"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-21 10:47:39 UTC 7876 followers, 18.8K engagements

"@delfino7273 @SigmaFemale1818 A huge disruptor. I'm a shareholder of $HIMS. But weak balance sheet can impact its ambitious goal. Big pharma companies are going after $HIMS"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-20 15:26:18 UTC 7845 followers, XX 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 Avatar @MikeLongTerm on X 2025-07-15 19:34:54 UTC 7772 followers, 40.6K engagements

"@MktMavPro Drone expansion is expensive. Grocery M&A is expensive too. Expanding EV/Rental fleet also requires capital. Fast Deposit growth does reduce the burden on capital use on GrabFin"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-23 10:33:47 UTC 7876 followers, XX 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 Avatar @MikeLongTerm on X 2025-07-23 10:11:17 UTC 7876 followers, 2787 engagements

"BREAKING @wearehims CGGR - Capital Group Growth ETF Share Class($12B Fund) started a brandnew position on $HIMS with 550430 shares"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-18 13:41:41 UTC 7876 followers, XXX engagements

"BREAKING @PalantirTech & Czech Central Bank Czech Central Bank declared $PLTR is one of thebest #AI company in the world and added 49135 Palantir shares. Current holding 519950 shares"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-13 12:27:13 UTC 7876 followers, 23.9K 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 Avatar @MikeLongTerm on X 2025-07-22 13:59:20 UTC 7876 followers, 1158 engagements

"I will never understand Large $GRAB shareholders risking $X or $XXX covered call. Are "they" really long-term investors I understand $0.80-$1 a share premium is a lot. But we are just days away from explosive quarter or tripple beat. Why risk it This is without "dumb money" involvement. What if "dumb money" hype this up and run it to $XX Just buy back the call and stop this controlled range strategy. $GRAB guided in 2023 that they woud be profitable by H2 2024 and it did. CFO @peter_oey and CEO @AnthonyPY_Tan have perfect control of operation and predictable model. $GRAB with nearly $9B in"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-15 13:55:23 UTC 7875 followers, 18.7K engagements

"@JuliaRothwax they have solid balance sheet. Will see how 2026 plays"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-20 15:26:56 UTC 7845 followers, XX 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 Avatar @MikeLongTerm on X 2025-07-16 18:20:41 UTC 7877 followers, 2392 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 Avatar @MikeLongTerm on X 2025-07-19 19:47:50 UTC 7873 followers, 2090 engagements

"@ViralMuzik1989 Why would $GRAB Do that Re-invest in $GRAB will outperform $BTC at current price/valuation"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-22 17:57:51 UTC 7873 followers, XX 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 Avatar @MikeLongTerm on X 2025-07-07 14:16:46 UTC 7828 followers, 1860 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 Avatar @MikeLongTerm on X 2025-07-21 20:55:35 UTC 7871 followers, 4437 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 Avatar @MikeLongTerm on X 2025-07-20 22:56:18 UTC 7876 followers, 19.9K engagements

"BREAKING @PalantirTech & KnightScope SUNNYVALE Calif.--(BUSINESS WIRE)--Knightscope Inc. (NASDAQ: $KSCP) a leader in developing autonomous security robots and artificial intelligence technologies today announced it has signed a two-year agreement with Palantir Technologies Inc. (NASDAQ: $PLTR) joining Palantirs FedStart program to accelerate the Companys entry into the U.S. federal marketplace. The collaboration provides Knightscope with an accelerated pathway to FedRAMP High and DoD Impact Level X accredited environment comprehensive onboarding services and direct Authority to Operate (ATO)"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-17 15:32:27 UTC 7876 followers, 14.9K 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 Avatar @MikeLongTerm on X 2025-07-21 13:09:43 UTC 7876 followers, 18K 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 Avatar @MikeLongTerm on X 2025-07-21 14:01:44 UTC 7875 followers, 1117 engagements

"It is a solid high quality company with concrete steel balance sheet for me. But it won't be able to get into @SP500_Index so something to be considered. It won't matter much over the long-term as long as it drives solid 30-50% growth. "smart money" does not shy away from outside of US investment"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-21 12:49:37 UTC 7875 followers, XXX 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 Avatar @MikeLongTerm on X 2025-07-22 12:02:11 UTC 7875 followers, 11.9K engagements

"BREAKING @PalantirTech $PLTR & @jimcramer Cramer said When Palantir hit $XX they it hit $XXX then $XXX. When it gets to $XXX I will update my price target. Valuation does not matter here. It is meme thing"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-21 13:12:36 UTC 7876 followers, 1600 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 Avatar @MikeLongTerm on X 2025-07-23 10:51:24 UTC 7876 followers, 1227 engagements

"BREAKING @netflix $NFLX Q2 Sales $11.079B vs $11.043B est EPS $XXXX vs $XXXX est Sees Q3 Sales $11.526B vs $11.263B EPS $XXXX vs $XXXX est Tareting XXXX% Operating Margin for 2025"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-17 20:04:31 UTC 7813 followers, 1102 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 Avatar @MikeLongTerm on X 2025-06-23 11:31:57 UTC 7876 followers, 18.7K engagements

"@nakanamakit It is very difficult to expand when taxpayers' money left the equation in 2026. That will require high claim denial rate to be profitable. $OSCR started denying a lot more claims to be profitable for shareholders led to mad negative reviews from consumers"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-20 14:58:56 UTC 7842 followers, XX engagements

"@MktMavPro they are already telling you with many of the M&A. expand my other tweets to understand. GrabMart Drone Ads"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-23 10:26:41 UTC 7875 followers, XX engagements

"@Mindventure_ X. Subsidized/Govt backed businesses from different countries decide to go after $GRAB and make policies to kick them out. X. China invades Taiwan and disrupt SEA economy"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-19 21:40:59 UTC 7820 followers, XXX engagements

"Congratz to $AMD $NVDA shareholders. @sama gonna pump my networth"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-21 02:07:16 UTC 7873 followers, 1867 engagements

"$GRAB The ultimate driver to $300B MC or higher"
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-22 00:28:38 UTC 7875 followers, 1373 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 Avatar @MikeLongTerm on X 2025-07-14 12:34:44 UTC 7842 followers, 2779 engagements

"People need to stop pumping $OSCR and other health insurance companies like $UNH $CNC until more clarity ARPA expires in December 2025(it wont impact Q2 Q3 Q4 2025) We need to wait to see the impact of OBBBA in Q1-Q4 2026 and beyond. Health insurance is expensive and scammy. They took in free Taxpayers money and denied XX% claims( $UNH). Please don't talk like you know the future that Congress gonna extend ARPA like before OBBBA was signed. Don't spread BS or hope. Many left "dumb money" in the bag of $21-$22 and were pumping $50-$100 next week/month. That never happened. Pure Pump and Dump."
@MikeLongTerm Avatar @MikeLongTerm on X 2025-07-20 14:33:02 UTC 7857 followers, 3762 engagements