[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DrTomsLens Dr. Tomislav Marinovic Dr. Tomislav Marinovic posts on X about $duol, ai, $zetas, ceo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1916068344987586566/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +105% - X Months XXXXXXXXX +2,708% ### Mentions: XX [#](/creator/twitter::1916068344987586566/posts_active)  - X Week XX +14% - X Month XXX +21% - X Months XXX +339% ### Followers: XXXXX [#](/creator/twitter::1916068344987586566/followers)  - X Week XXXXX +2.10% - X Month XXXXX +19% - X Months XXXXX +1,213% ### CreatorRank: XXXXXXX [#](/creator/twitter::1916068344987586566/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% [celebrities](/list/celebrities) XXXX% [agencies](/list/agencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$duol](/topic/$duol) #57, [ai](/topic/ai) 13.33%, [$zetas](/topic/$zetas) #1, [ceo](/topic/ceo) 8.33%, [$zeta](/topic/$zeta) #27, [$duols](/topic/$duols) #1, [$iren](/topic/$iren) 5%, [$irens](/topic/$irens) 3.33%, [$pltr](/topic/$pltr) #68, [$hims](/topic/$hims) #155 **Top accounts mentioned or mentioned by** [@maobaobaomby](/creator/undefined) [@vaddykai](/creator/undefined) [@zetaglobal](/creator/undefined) [@jaguarteck](/creator/undefined) [@moneyloanruns](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@wise](/creator/undefined) [@himshouse](/creator/undefined) [@marcboroditsky](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@themotleyfool](/creator/undefined) [@luisvonahn](/creator/undefined) [@_visionarius](/creator/undefined) [@senseii1010](/creator/undefined) [@marksotoges](/creator/undefined) [@alexfrombabylon](/creator/undefined) [@ivanc76566669](/creator/undefined) [@jiahanjimliu](/creator/undefined) **Top assets mentioned** [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [ZetaChain (ZETA)](/topic/$zeta) [IREN Limited (IREN)](/topic/$iren) [Palantir (PLTR)](/topic/$pltr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Wise (WISE)](/topic/$wise) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Netflix Inc (NFLX)](/topic/$nflx) [Tesla, Inc. (TSLA)](/topic/$tsla) ### Top Social Posts Top posts by engagements in the last XX hours "Great letter from $WISE.L's CEO and a great write-up which perfectly captures what I care about when picking companies: exceptional leadership customer obsession around real and longstanding acute pains and a flywheel of value creation that grows over time and gets harder and harder to replicate" [X Link](https://x.com/DrTomsLens/status/1990565647512691096) 2025-11-17T23:40Z 2372 followers, 1486 engagements "A XXX% surge in platform activity a 25x jump in AI agent usage XX% time savings and XXX% uptime over the biggest shopping weekend of the year is exactly what an AI-native marketing intelligence platform is supposed to look like. $ZETA is finally where it was built to be" [X Link](https://x.com/DrTomsLens/status/1996215484052562024) 2025-12-03T13:50Z 2372 followers, XXX engagements "$ZETA's thesis playing out in real time: AI that doesnt just assist marketers but acts as the decision layer constantly working out whos worth talking to next with what message and through which channel. That effectively turns $ZETA into a marketing-strategy OS where customer data and AI turn decisions into a computable optimization problem not a guessing game" [X Link](https://x.com/DrTomsLens/status/1996218899885396201) 2025-12-03T14:04Z 2372 followers, 1204 engagements "$ZETA's CEO David Steinberg started his first serious tech company in 1993. With 30+ years of building and scaling telecom and marketing companies its safe to say he knows this business" [X Link](https://x.com/DrTomsLens/status/1996705398020259877) 2025-12-04T22:17Z 2372 followers, 1360 engagements "$ZETA's CEO giving time to a community member whos done serious work on the company is exactly how you build trust and show respect to shareholders. In contrast as much as I like Carl and $ABCL in my view their shareholder communication is among the worst Ive seen. A CEO with so little to report last call could at least spare an hour a month for investors patiently waiting for the company to deliver or set up a profile on X in 2025" [X Link](https://x.com/DrTomsLens/status/1997350407371149398) 2025-12-06T17:00Z 2372 followers, 2547 engagements "Good point. LiveRamp and Acxiom are indeed leaders in identity and data resolution. But Zeta goes beyond that. Zetas SuperGraph is an AI-native system that uses GenAI to predict intent emotional response and optimal timing. This helps brands decide not only who to reach but also who not to like excluding customers unlikely to convert (because of a previous purchase) or those who could be frustrated by a credit rejection. I don't think competitors can do this. LiveRamp and Acxiom have AI tools too but their focus is more on data infrastructure and collaboration. Zeta is built specifically for" [X Link](https://x.com/DrTomsLens/status/1977532671753330801) 2025-10-13T00:31Z 2372 followers, XXX engagements "Retiring low-strike convertibles doesnt make headlines like new sites or MW announcements but it essentially decides who captures the upside. $IREN's management chose shareholders" [X Link](https://x.com/DrTomsLens/status/1995626946781479240) 2025-12-01T22:51Z 2371 followers, 5880 engagements "People often talk about $ZETA's customer concentration as a risk flag. The story goes: They rely too much on a few big clients. What if those clients leave Lets slow down and think from first principles. Big companies dont casually keep pouring more of their marketing budget into something that doesnt work. If they stay for years and keep increasing their spend a few simple things almost have to be true: The campaigns are paying off. Returns beat the alternatives. The platform is deeply integrated into their workflow. Turning it off today would be painful; tomorrow even more. Over time they" [X Link](https://x.com/DrTomsLens/status/1995999668094763143) 2025-12-02T23:32Z 2371 followers, 3977 engagements "The cool thing about $NBIS is that if you didnt know which company you were looking at and only saw how they plan build and talk about AI infrastructure you might assume you were looking at a hyperscaler" [X Link](https://x.com/DrTomsLens/status/1996689385069179363) 2025-12-04T21:13Z 2371 followers, 4110 engagements "$IREN is building towards becoming the ExxonMobil of compute: a major supplier of cheap compute for Industry XXX. ExxonMobil today runs at roughly XX% gross margins and about X% net margins. The question is: can $IREN's end game support structurally higher margins than that" [X Link](https://x.com/DrTomsLens/status/1997026359944650765) 2025-12-05T19:32Z 2371 followers, XXX engagements "AI-native platform businesses that get structurally better with each new generation of agentic AI: $PLTR AI OS $ZETA growth OS for large enterprises $HIMS personal health OS $DUOL learning OS If better AI can be simply plugged into their proprietary data and decision layers these platforms instantly deliver better outcomes per dollar spent and become increasingly harder to compete with" [X Link](https://x.com/DrTomsLens/status/1997644173487325487) 2025-12-07T12:27Z 2374 followers, 2415 engagements "Why would you even apply a reverse DCF to a growth company using todays FCF as if its steady state when its clearly not Luis recently said $DUOL is balancing three levers monetization user growth and quality of teaching with more focus on the latter two which shows up in cash flow with a lag. With this youre effectively advertising that you don't follow the company and are simply reverse-engineering your own pessimistic view" [X Link](https://x.com/DrTomsLens/status/1994753166135439482) 2025-11-29T12:59Z 2371 followers, XXX engagements "Every new generation of AI models brings $DUOL one step closer to what it really wants to build: a digital learning twin that understands how you learn your ideal pace difficulty motivation curve retention and recall patterns and the mistakes youre most likely to make" [X Link](https://x.com/DrTomsLens/status/1995511761634754956) 2025-12-01T15:14Z 2371 followers, 1157 engagements "The Experiment Machine: How Duolingo Builds Value Most apps are built by guessing what users want. $DUOL is built by systematically testing how people pay attention stay motivated learn better and decide to pay. According to founder and CEO @LuisvonAhn Duolingo runs a disciplined system of A/B tests that falls into three buckets: X. Monetization X. User growth X. Teaching better To see what each of these means for Duolingos value creation it helps to start from first principles and ask a simple question: what is Duolingo really selling On the surface its a language-learning app with a cute" [X Link](https://x.com/DrTomsLens/status/1995588110567067868) 2025-12-01T20:17Z 2371 followers, 1502 engagements "Luis von Ahn $DUOL's CEO: The way we work at Duolingo is were improving the app all the time. The app is getting better and better every year and the way we improve it is we run hundreds of A/B tests every quarter. These A/B tests fall into three big buckets. One bucket is monetization basically getting more users to subscribe. Another bucket is increasing user growth gamifying the app so that people recommend it more to friends or stay longer. And the third bucket is teaching better across all our subjects. Each one of these buckets has a different timeline for how fast they affect financial" [X Link](https://x.com/DrTomsLens/status/1995591709812523254) 2025-12-01T20:31Z 2371 followers, 4439 engagements "$NFLX is the best counterargument to people dismissing $DUOL because the app is nothing special. The Netflix app is definitively nothing special the quality and breadth of the content is debatable as well as the value for money especially compared to HBO: Succession The Sopranos The Wire Rome Game of Thrones The Last of Us Chernobyl True Detective The Penguin Band of Brothers Oz. Thats the gold standard of TV. And yet its Netflix not HBO that built the dominant compounding consumer subscription business and became a cultural phenomenon. The lesson: perceived product quality and long-term" [X Link](https://x.com/DrTomsLens/status/1995604867809735022) 2025-12-01T21:24Z 2371 followers, 1544 engagements "Teaching better is the slowest lever in $DUOL's system in terms of cash-flow impact but its the one that if done well raises the ceiling by an order of magnitude. Before the 20th century great universities didnt become great by doing great science; they became great primarily by teaching exceptionally well generation after generation" [X Link](https://x.com/DrTomsLens/status/1995614854447583615) 2025-12-01T22:03Z 2371 followers, 5375 engagements "My thesis for $HIMS is simple: over time it becomes a gravity well for medical patient data both through its own platform and through partners. That matters a lot in a world of fast-rising multi-agentic AI systems. Imagine a team of a cardiologist agent a neurologist agent and a dermatologist agent each trained to world-class expert level in its own domain all reviewing your longitudinal data debating it and searching for the most likely causes of a condition or even the risk factors for future illness. That level of care is something almost nobody on earth can access today. In a decade or" [X Link](https://x.com/DrTomsLens/status/1996239298949996810) 2025-12-03T15:25Z 2371 followers, 10.4K engagements "$DUOL's thesis visualized: The Late Game I think Duolingo is building toward. (Concept mockup I made with Grok not an official Duolingo screen.)" [X Link](https://x.com/DrTomsLens/status/1996303476792431096) 2025-12-03T19:40Z 2371 followers, 3031 engagements "I dont know if its just my timeline but the amount of positive $DUOL posts lately feels very unusual for a high-beta stock in a major pullback. Instead of a collective Weltschmerz and capitulation people are still talking about the platform thesis and its potential the gap between FCF/share and price and sketching breakout scenarios. You rarely see this energy in a high-beta drawdown. The investor base here seems pretty remarkable" [X Link](https://x.com/DrTomsLens/status/1996336579720180103) 2025-12-03T21:51Z 2371 followers, XXX engagements "Even though this is just Phase 1b/2 I see $RXRX's results as an early proof that owning the loop matters: generate the data train the AI models use them to propose candidates validate in the wet lab then feed everything back to refine those models. That TechBio flywheel can become a real structural edge vs experiment-first platforms. To be clear: its still early and we dont have enough clinical outcomes to make definitive claims. But in my view the long-term learning upside is much greater for experimentally validated AI models than for experiment benches alone. In other words it should be" [X Link](https://x.com/DrTomsLens/status/1998045146131124371) 2025-12-08T15:00Z 2372 followers, 1520 engagements "Energy is clearly becoming a bottleneck and one of the defining themes of the next decade. But when I look for truly exceptional energy businesses I mostly end up with $TSLA (where energy is a side quest) and $IREN (indirect exposure via compute). Pure-play businesses that tick my exceptional boxes seem to be in shorter supply than energy itself. Not investment advice" [X Link](https://x.com/DrTomsLens/status/1998051082925158870) 2025-12-08T15:24Z 2372 followers, 3187 engagements "In my view $ZETA's unique value really comes down to three tightly coupled levers: First-party data cloud: Through its platform Zeta ingests rich first-party data from brands and its own data network: what people browse what they show interest in and what they end up buying or canceling. That lets it focus on people who look ready to buy instead of guessing from age demographics or location. Example: on a big retailers site someone spends time comparing a few pairs of running shoes and saves one. Next time they show up Zeta helps the brand show that shoe (or close alternatives) not a generic" [X Link](https://x.com/DrTomsLens/status/1998474677707288860) 2025-12-09T19:27Z 2372 followers, 3217 engagements "Structurally $ZETA reminds me of $PLTR in a lot of ways. Its not just that the platform is AI-native and gets better with each new generation of AI models its that both platforms are real value-creation amplifiers for large enterprises. Think of it as growth-as-a-service: the better it works for your competitors the less optional it becomes for you" [X Link](https://x.com/DrTomsLens/status/1998484847745183798) 2025-12-09T20:08Z 2372 followers, 1935 engagements "Big respect to everyone who added $DUOL down there. There arent many true believers left at the bottom but that kind of conviction usually gets rewarded with the best cost basis. Fresh horses we ride" [X Link](https://x.com/DrTomsLens/status/1998489680657133948) 2025-12-09T20:27Z 2372 followers, 4032 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DrTomsLens Dr. Tomislav Marinovic
Dr. Tomislav Marinovic posts on X about $duol, ai, $zetas, ceo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +105%
- X Months XXXXXXXXX +2,708%
Mentions: XX #
- X Week XX +14%
- X Month XXX +21%
- X Months XXX +339%
Followers: XXXXX #
- X Week XXXXX +2.10%
- X Month XXXXX +19%
- X Months XXXXX +1,213%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XX% social networks XXXX% technology brands XXXX% celebrities XXXX% agencies XXXX% travel destinations XXXX% automotive brands XXXX%
Social topic influence $duol #57, ai 13.33%, $zetas #1, ceo 8.33%, $zeta #27, $duols #1, $iren 5%, $irens 3.33%, $pltr #68, $hims #155
Top accounts mentioned or mentioned by @maobaobaomby @vaddykai @zetaglobal @jaguarteck @moneyloanruns @nikoliasgoninus @wise @himshouse @marcboroditsky @jakebrowatzke @themotleyfool @luisvonahn @_visionarius @senseii1010 @marksotoges @alexfrombabylon @ivanc76566669 @jiahanjimliu
Top assets mentioned Duolingo, Inc. Class A Common Stock (DUOL) ZetaChain (ZETA) IREN Limited (IREN) Palantir (PLTR) Hims & Hers Health, Inc. (HIMS) Wise (WISE) Amazon.com, Inc. (AMZN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Exxon Mobil (XOM) Netflix Inc (NFLX) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last XX hours
"Great letter from $WISE.L's CEO and a great write-up which perfectly captures what I care about when picking companies: exceptional leadership customer obsession around real and longstanding acute pains and a flywheel of value creation that grows over time and gets harder and harder to replicate"
X Link 2025-11-17T23:40Z 2372 followers, 1486 engagements
"A XXX% surge in platform activity a 25x jump in AI agent usage XX% time savings and XXX% uptime over the biggest shopping weekend of the year is exactly what an AI-native marketing intelligence platform is supposed to look like. $ZETA is finally where it was built to be"
X Link 2025-12-03T13:50Z 2372 followers, XXX engagements
"$ZETA's thesis playing out in real time: AI that doesnt just assist marketers but acts as the decision layer constantly working out whos worth talking to next with what message and through which channel. That effectively turns $ZETA into a marketing-strategy OS where customer data and AI turn decisions into a computable optimization problem not a guessing game"
X Link 2025-12-03T14:04Z 2372 followers, 1204 engagements
"$ZETA's CEO David Steinberg started his first serious tech company in 1993. With 30+ years of building and scaling telecom and marketing companies its safe to say he knows this business"
X Link 2025-12-04T22:17Z 2372 followers, 1360 engagements
"$ZETA's CEO giving time to a community member whos done serious work on the company is exactly how you build trust and show respect to shareholders. In contrast as much as I like Carl and $ABCL in my view their shareholder communication is among the worst Ive seen. A CEO with so little to report last call could at least spare an hour a month for investors patiently waiting for the company to deliver or set up a profile on X in 2025"
X Link 2025-12-06T17:00Z 2372 followers, 2547 engagements
"Good point. LiveRamp and Acxiom are indeed leaders in identity and data resolution. But Zeta goes beyond that. Zetas SuperGraph is an AI-native system that uses GenAI to predict intent emotional response and optimal timing. This helps brands decide not only who to reach but also who not to like excluding customers unlikely to convert (because of a previous purchase) or those who could be frustrated by a credit rejection. I don't think competitors can do this. LiveRamp and Acxiom have AI tools too but their focus is more on data infrastructure and collaboration. Zeta is built specifically for"
X Link 2025-10-13T00:31Z 2372 followers, XXX engagements
"Retiring low-strike convertibles doesnt make headlines like new sites or MW announcements but it essentially decides who captures the upside. $IREN's management chose shareholders"
X Link 2025-12-01T22:51Z 2371 followers, 5880 engagements
"People often talk about $ZETA's customer concentration as a risk flag. The story goes: They rely too much on a few big clients. What if those clients leave Lets slow down and think from first principles. Big companies dont casually keep pouring more of their marketing budget into something that doesnt work. If they stay for years and keep increasing their spend a few simple things almost have to be true: The campaigns are paying off. Returns beat the alternatives. The platform is deeply integrated into their workflow. Turning it off today would be painful; tomorrow even more. Over time they"
X Link 2025-12-02T23:32Z 2371 followers, 3977 engagements
"The cool thing about $NBIS is that if you didnt know which company you were looking at and only saw how they plan build and talk about AI infrastructure you might assume you were looking at a hyperscaler"
X Link 2025-12-04T21:13Z 2371 followers, 4110 engagements
"$IREN is building towards becoming the ExxonMobil of compute: a major supplier of cheap compute for Industry XXX. ExxonMobil today runs at roughly XX% gross margins and about X% net margins. The question is: can $IREN's end game support structurally higher margins than that"
X Link 2025-12-05T19:32Z 2371 followers, XXX engagements
"AI-native platform businesses that get structurally better with each new generation of agentic AI: $PLTR AI OS $ZETA growth OS for large enterprises $HIMS personal health OS $DUOL learning OS If better AI can be simply plugged into their proprietary data and decision layers these platforms instantly deliver better outcomes per dollar spent and become increasingly harder to compete with"
X Link 2025-12-07T12:27Z 2374 followers, 2415 engagements
"Why would you even apply a reverse DCF to a growth company using todays FCF as if its steady state when its clearly not Luis recently said $DUOL is balancing three levers monetization user growth and quality of teaching with more focus on the latter two which shows up in cash flow with a lag. With this youre effectively advertising that you don't follow the company and are simply reverse-engineering your own pessimistic view"
X Link 2025-11-29T12:59Z 2371 followers, XXX engagements
"Every new generation of AI models brings $DUOL one step closer to what it really wants to build: a digital learning twin that understands how you learn your ideal pace difficulty motivation curve retention and recall patterns and the mistakes youre most likely to make"
X Link 2025-12-01T15:14Z 2371 followers, 1157 engagements
"The Experiment Machine: How Duolingo Builds Value Most apps are built by guessing what users want. $DUOL is built by systematically testing how people pay attention stay motivated learn better and decide to pay. According to founder and CEO @LuisvonAhn Duolingo runs a disciplined system of A/B tests that falls into three buckets: X. Monetization X. User growth X. Teaching better To see what each of these means for Duolingos value creation it helps to start from first principles and ask a simple question: what is Duolingo really selling On the surface its a language-learning app with a cute"
X Link 2025-12-01T20:17Z 2371 followers, 1502 engagements
"Luis von Ahn $DUOL's CEO: The way we work at Duolingo is were improving the app all the time. The app is getting better and better every year and the way we improve it is we run hundreds of A/B tests every quarter. These A/B tests fall into three big buckets. One bucket is monetization basically getting more users to subscribe. Another bucket is increasing user growth gamifying the app so that people recommend it more to friends or stay longer. And the third bucket is teaching better across all our subjects. Each one of these buckets has a different timeline for how fast they affect financial"
X Link 2025-12-01T20:31Z 2371 followers, 4439 engagements
"$NFLX is the best counterargument to people dismissing $DUOL because the app is nothing special. The Netflix app is definitively nothing special the quality and breadth of the content is debatable as well as the value for money especially compared to HBO: Succession The Sopranos The Wire Rome Game of Thrones The Last of Us Chernobyl True Detective The Penguin Band of Brothers Oz. Thats the gold standard of TV. And yet its Netflix not HBO that built the dominant compounding consumer subscription business and became a cultural phenomenon. The lesson: perceived product quality and long-term"
X Link 2025-12-01T21:24Z 2371 followers, 1544 engagements
"Teaching better is the slowest lever in $DUOL's system in terms of cash-flow impact but its the one that if done well raises the ceiling by an order of magnitude. Before the 20th century great universities didnt become great by doing great science; they became great primarily by teaching exceptionally well generation after generation"
X Link 2025-12-01T22:03Z 2371 followers, 5375 engagements
"My thesis for $HIMS is simple: over time it becomes a gravity well for medical patient data both through its own platform and through partners. That matters a lot in a world of fast-rising multi-agentic AI systems. Imagine a team of a cardiologist agent a neurologist agent and a dermatologist agent each trained to world-class expert level in its own domain all reviewing your longitudinal data debating it and searching for the most likely causes of a condition or even the risk factors for future illness. That level of care is something almost nobody on earth can access today. In a decade or"
X Link 2025-12-03T15:25Z 2371 followers, 10.4K engagements
"$DUOL's thesis visualized: The Late Game I think Duolingo is building toward. (Concept mockup I made with Grok not an official Duolingo screen.)"
X Link 2025-12-03T19:40Z 2371 followers, 3031 engagements
"I dont know if its just my timeline but the amount of positive $DUOL posts lately feels very unusual for a high-beta stock in a major pullback. Instead of a collective Weltschmerz and capitulation people are still talking about the platform thesis and its potential the gap between FCF/share and price and sketching breakout scenarios. You rarely see this energy in a high-beta drawdown. The investor base here seems pretty remarkable"
X Link 2025-12-03T21:51Z 2371 followers, XXX engagements
"Even though this is just Phase 1b/2 I see $RXRX's results as an early proof that owning the loop matters: generate the data train the AI models use them to propose candidates validate in the wet lab then feed everything back to refine those models. That TechBio flywheel can become a real structural edge vs experiment-first platforms. To be clear: its still early and we dont have enough clinical outcomes to make definitive claims. But in my view the long-term learning upside is much greater for experimentally validated AI models than for experiment benches alone. In other words it should be"
X Link 2025-12-08T15:00Z 2372 followers, 1520 engagements
"Energy is clearly becoming a bottleneck and one of the defining themes of the next decade. But when I look for truly exceptional energy businesses I mostly end up with $TSLA (where energy is a side quest) and $IREN (indirect exposure via compute). Pure-play businesses that tick my exceptional boxes seem to be in shorter supply than energy itself. Not investment advice"
X Link 2025-12-08T15:24Z 2372 followers, 3187 engagements
"In my view $ZETA's unique value really comes down to three tightly coupled levers: First-party data cloud: Through its platform Zeta ingests rich first-party data from brands and its own data network: what people browse what they show interest in and what they end up buying or canceling. That lets it focus on people who look ready to buy instead of guessing from age demographics or location. Example: on a big retailers site someone spends time comparing a few pairs of running shoes and saves one. Next time they show up Zeta helps the brand show that shoe (or close alternatives) not a generic"
X Link 2025-12-09T19:27Z 2372 followers, 3217 engagements
"Structurally $ZETA reminds me of $PLTR in a lot of ways. Its not just that the platform is AI-native and gets better with each new generation of AI models its that both platforms are real value-creation amplifiers for large enterprises. Think of it as growth-as-a-service: the better it works for your competitors the less optional it becomes for you"
X Link 2025-12-09T20:08Z 2372 followers, 1935 engagements
"Big respect to everyone who added $DUOL down there. There arent many true believers left at the bottom but that kind of conviction usually gets rewarded with the best cost basis. Fresh horses we ride"
X Link 2025-12-09T20:27Z 2372 followers, 4032 engagements