#  @TomsGains Dr. Tom Dr. Tom posts on X about $nbis, ai, $hims, $duol the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1916068344987586566/interactions)  - [--] Week [-------] -17% - [--] Month [-------] +97% - [--] Months [---------] +1,111% - [--] Year [---------] +560% ### Mentions: [--] [#](/creator/twitter::1916068344987586566/posts_active)  - [--] Month [---] -10% - [--] Months [---] +134% ### Followers: [-----] [#](/creator/twitter::1916068344987586566/followers)  - [--] Week [-----] +2.20% - [--] Month [-----] +14% - [--] Months [-----] +434% ### CreatorRank: [-------] [#](/creator/twitter::1916068344987586566/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [countries](/list/countries) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) **Social topic influence** [$nbis](/topic/$nbis) #297, [ai](/topic/ai), [$hims](/topic/$hims) #39, [$duol](/topic/$duol) #55, [$zeta](/topic/$zeta) #66, [$iren](/topic/$iren), [in the](/topic/in-the), [$nvda](/topic/$nvda), [business](/topic/business), [$abcl](/topic/$abcl) **Top accounts mentioned or mentioned by** [@alc2022](/creator/undefined) [@grok](/creator/undefined) [@wealthmatica](/creator/undefined) [@yodastockinvest](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@mvcinvesting](/creator/undefined) [@meadowcapital](/creator/undefined) [@mbhogan](/creator/undefined) [@himshouse](/creator/undefined) [@endicottinvests](/creator/undefined) [@reesespieces401](/creator/undefined) [@nebiusai](/creator/undefined) [@zetaglobal](/creator/undefined) [@fransbakker9812](/creator/undefined) [@hypergrowth102](/creator/undefined) [@nvidia](/creator/undefined) [@hypertechinvest](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@theronnievshow](/creator/undefined) [@amaymd](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Duolingo, Inc. (DUOL)](/topic/$duol) [ZetaChain (ZETA)](/topic/$zeta) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Novo-Nordisk (NVO)](/topic/$nvo) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [RAI Finance (SOFI)](/topic/$sofi) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Eli Lilly and Company (LLY)](/topic/$lly) [Bitcoin (BTC)](/topic/bitcoin) [UiPath, Inc. (PATH)](/topic/$path) [Spotify Technology (SPOT)](/topic/$spot) [Netflix Inc (NFLX)](/topic/$nflx) [Metadium (META)](/topic/$meta) ### Top Social Posts Top posts by engagements in the last [--] hours "When asked why $HIMS is so popular with retail investors CEO Andrew Dudum explained: People who know the product who know the service who have experienced it and feel better those are the people going and buying shares of the stock. They love the product. (via Sherwood News) Great products create loyal customers and loyal shareholders" [X Link](https://x.com/TomsGains/status/1916107504821403805) 2025-04-26T12:30Z [--] followers, [---] engagements "Netflix started by mailing old movies. Now it makes Oscar-winning films. $HIMS is following the same playbook: Start with generics build world-class personalized healthcare solutions to disrupt the sector. The power lies in owning the customer relationship" [X Link](https://x.com/TomsGains/status/1916109420402028931) 2025-04-26T12:37Z [--] followers, [---] engagements "Upcoming earnings to watch: $SOFI April [--] ➔ Focus: Sustaining profitability member & product growth $HIMS May [--] ➔ Focus: Revenue growth GLP-1 (weight-loss) updates subscription trends $RKLB May [--] ➔ Focus: Neutron rocket progress satellite services momentum Important check-ins for companies building the future" [X Link](https://x.com/TomsGains/status/1916252714687992021) 2025-04-26T22:07Z [--] followers, [---] engagements "Rocket Lab ($RKLB) is quietly building the AWS of space. [--] launches [---] satellites deployed 1700+ missions powered by Rocket Lab components True full-stack infrastructure: Launch (Electron Neutron) Spacecraft design build integration and testing Separation systems for precise deployment Solar solutions powering missions like James Webb Artemis and Mars exploration Flight software and global mission operations Tomorrows world wont just be on Earth. It will be built in orbit on the Moon and on Mars. Rocket Lab is building the infrastructure for humanitys next chapter" [X Link](https://x.com/TomsGains/status/1916415028242133220) 2025-04-27T08:52Z [--] followers, [--] engagements "CEO Andrew Dudum emphasizes that over the next decade $HIMS will double down on innovation to continually improve customer experience. For the first time in healthcare a company is truly obsessing over optimizing the customer experience and personalizing care. $HIMS is quietly disrupting a sector that has long been resistant to change and Wall Street hasnt even noticed yet. The strength of $HIMS is being a customer-centric company. Their only goal is to maximize patient outcomes for every $ spent. CEO Andrew Dudum explains it perfectly: https://t.co/oVM7WN047Q The strength of $HIMS is being a" [X Link](https://x.com/TomsGains/status/1916542819507867695) 2025-04-27T17:19Z [--] followers, [---] engagements "Emotion is part of investing. Thats why I try to own companies Im proud to be associated with. Today reminded me why: $SOFI earnings showed real progress. $HIMS partnered with Novo Nordisk a move with long-term impact. Proud to be a shareholder in both" [X Link](https://x.com/TomsGains/status/1917259108056535144) 2025-04-29T16:46Z [--] followers, [---] engagements "Redefining the healthcare one step at a time. Hims & Hers. This just in: Hims & Hers is teaming up with Novo Nordisk to expand affordable access to care. Our long-term collaboration with Novo Nordisk is designed to make proven obesity care and treatments more accessible more affordable and more connected for millions of Americans. A https://t.co/Csl9qiNsDt This just in: Hims & Hers is teaming up with Novo Nordisk to expand affordable access to care. Our long-term collaboration with Novo Nordisk is designed to make proven obesity care and treatments more accessible more affordable and more" [X Link](https://x.com/TomsGains/status/1917263218688303316) 2025-04-29T17:02Z [--] followers, [---] engagements "The best time to plant a tree was yesterday. The second-best time is today. The same goes for investing. The best time to buy $HIMS $SOFI $HOOD $RKLB or $NBIS may have been in the past but the second-best time is when conviction meets opportunity. Just remember: trees grow slowly and so do great businesses. Plant early. Water with patience" [X Link](https://x.com/TomsGains/status/1917476487168397342) 2025-04-30T07:09Z [--] followers, [---] engagements "Amazon started as a bookselling platform and expanded into entertainment cloud computing logistics and advertising. Hims & Hers ($HIMS) is quietly building a platform for personalized healthcare. Dont be surprised if they push deeper into in-house production and proprietary treatments sooner than many expect. Platform vertical integration scale. Weve seen this playbook before" [X Link](https://x.com/TomsGains/status/1917850669480042538) 2025-05-01T07:56Z [--] followers, [--] engagements "Hims & Hers ($HIMS) has been clear since day one: Its goal is to bring healthcare into the digital world following the path set by Amazon Netflix and Spotify. (From the [----] earnings call)" [X Link](https://x.com/TomsGains/status/1918213748487307335) 2025-05-02T07:59Z [--] followers, [--] engagements "You dont have to do exceptional things to get exceptional results. Warren Buffett Just own exceptional businesses like $AMZN $HIMS or $HOOD" [X Link](https://x.com/TomsGains/status/1918223738161557661) 2025-05-02T08:39Z [--] followers, [---] engagements "Legendary Pat Dorsey in The Five Rules for Successful Stock Investing wrote: Analyst upgrades and chart patterns may be fine tools for traders who treat Wall Street like a casino but theyre of little use to investors who truly want to build wealth. A timeless reminder: If you want to succeed stop playing cards start understanding the business. Thats why I study companies like $HIMS $SOFI $HOOD $RKLB and $NBIS not just as tickers but as high-growth businesses with real potential" [X Link](https://x.com/TomsGains/status/1918547162197021175) 2025-05-03T06:04Z [--] followers, [--] engagements "Elon Musk said Great companies are built on great products. $SPOT is a massive success but honestly Ive never enjoyed the product experience. Same with Duolingo. Is it just me here" [X Link](https://x.com/TomsGains/status/1918980321397162026) 2025-05-04T10:45Z [--] followers, [--] engagements "Im really curious where Apple $AAPL fits into the AI race. Meta has Facebook & Instagram Google has YouTube Elon has X all packed with user data to train sentiment-aware AI. (So no contrary to some takes on X I dont think Tesla needs Metas behavioral data for its humanoid robots thats partly why Elon bought Twitter.) Apple Theyve got Siri which is barely an AI. On the other hand they hold a massive pool of global health data through Apple Watch. The big question: can Apple keep leading without going all-in on AI or will healthcare become its main frontier Theyve got a huge ecosystem that" [X Link](https://x.com/TomsGains/status/1919006165393887477) 2025-05-04T12:28Z [--] followers, [---] engagements "I do believe the United States is the greatest country in history. But even if you werent lucky enough to be born there you can still win the game by learning from people like Warren Buffett and compounding your wealth quietly and patiently. Warren Buffett just said: There are [--] Billion people in the world and only like [---] Million people in America. If youre already in the United States youve already won the game https://t.co/zIshOgLrQD Warren Buffett just said: There are [--] Billion people in the world and only like [---] Million people in America. If youre already in the United States youve" [X Link](https://x.com/TomsGains/status/1919020592084205736) 2025-05-04T13:25Z [--] followers, [---] engagements "Andrew Dudum CEO of Hims & Hers in Q1 [----] earnings call: Over the next five years well deepen personalization capabilities enabling access to a more precise level of care. Our vision involves expanding from hundreds of personalized treatments today to potentially thousands powered by richer insights from lab diagnostics growing subscriber datasets and eventually daily tracking from wearable devices. This will unlock faster feedback loops and interventions resulting in optimized care. With every quarterly report Im growing more confident that $HIMS is the future of healthcare. Incredible" [X Link](https://x.com/TomsGains/status/1919654498563248401) 2025-05-06T07:24Z [--] followers, [--] engagements "$HIMS is building one of the most powerful flywheels in healthcare: More subscribers more data & insights More data more precise personalized care Better care better outcomes Better outcomes stronger brand & trust more subscribers Every turn of this cycle makes the platform stronger. This is how you scale a healthcare disruptor. (Source: Hims & Hers Investor Presentation May 2025)" [X Link](https://x.com/TomsGains/status/1919657666042806502) 2025-05-06T07:37Z [--] followers, [---] engagements "With Andrew Dudum talking about a bigger focus on daily tracking from wearables over the next five years you have to wonder could $HIMS and $AAPL team up at some point Apple is a leader in wearables and health data. Hims & Hers has a first-mover advantage in personalized care and its advantage is only growing. It might sound stretched now but I wouldnt be too surprised if Apple moves deeper into healthcare especially with all the questions around its AI (non)strategy" [X Link](https://x.com/TomsGains/status/1919661018734526787) 2025-05-06T07:50Z [--] followers, [---] engagements "1/ Wearables are reshaping healthcare and Hims & Hers ( $HIMS ) is perfectly positioned. This isnt just an online pharmacy story anymore. Its a data flywheel in the making. Let me explain" [X Link](https://x.com/TomsGains/status/1919722375781781809) 2025-05-06T11:54Z [--] followers, [---] engagements "3/ Why does this matter Because healthcares next phase isnt just telemedicine its personalized care powered by nonstop data streams. More subscribers more data better care stronger moat more subscribers. Its a feedback loop" [X Link](https://x.com/TomsGains/status/1919722382018617704) 2025-05-06T11:54Z [--] followers, [--] engagements "4/ $HIMS is already laying the groundwork. Theyre integrating: lab diagnostics subscriber datasets wearable tracking over the next [--] years" [X Link](https://x.com/TomsGains/status/1919722384895901835) 2025-05-06T11:54Z [--] followers, [---] engagements "5/ Imagine the partnerships: Apple Watch Garmin fitness ura ResMed recovery Dexcom glucose Empatica seizures VitalConnect BioBeat clinical devices Wellness + clinical. Hims becomes the data layer" [X Link](https://x.com/TomsGains/status/1919722388465320251) 2025-05-06T11:54Z [--] followers, [---] engagements "You might have seen it already: Hims & Hers just named Nader Kabbani as Chief Operating Officer a 20-year Amazon veteran who helped launch Amazon Pharmacy acquire PillPack and build the backbone for Amazon Logistics Flex Kindle Prime Video and more. Why does this matter Because $HIMS looks ready to scale personalized care globally using the same playbook Amazon used to transform e-commerce entertainment and healthcare" [X Link](https://x.com/TomsGains/status/1919733413608607969) 2025-05-06T12:38Z [--] followers, [--] engagements "The path to financial independence often means identifying and holding onto truly transformative companies even when theyre surrounded by doubt and uncertainty. For me names like Tesla Hims & Hers Robinhood and Duolingo come to mind" [X Link](https://x.com/DrTomsLens/status/1920430278327009789) 2025-05-08T10:47Z [---] followers, [--] engagements "Huge move at $HIMS: the company has appointed Mo Elshenawy former President & CTO at Cruise with deep AI and infrastructure expertise as its new CTO. This is a powerful signal that Hims & Hers is making a strong push to build the next-generation AI-powered healthcare platform: personalized scalable and accessible on a global level. Hims & Hers is redefining healthcare with major growth potential ahead" [X Link](https://x.com/DrTomsLens/status/1920434805914661166) 2025-05-08T11:05Z [---] followers, [---] engagements "Just in from $RKLB earnings: Neutron is well on track though unlikely to launch this year. Still plenty of work ahead but the path forward looks promising" [X Link](https://x.com/TomsGains/status/1920590772753105130) 2025-05-08T21:24Z [--] followers, [----] engagements "@MMMTwealth Uber is a ridesharing company. Palantir's AI can be integrated into any sector. Not the best comparison" [X Link](https://x.com/TomsGains/status/1921492785468686348) 2025-05-11T09:09Z [--] followers, [---] engagements "Fair enough though my multiple would be even higher. $PLTR is one of a kind company with no direct competitor and their AI infrastructure clearly benefit their clients. $METAs Q1 results back this up. Their heavy AI investments have started to pay off and this in my opinion is bullish for $PLTR" [X Link](https://x.com/TomsGains/status/1921502636278247442) 2025-05-11T09:48Z [--] followers, [---] engagements "For decades fintech was one of the least innovative sectors out there. Youd get nearly the same banking experience in the 1980s as you would in [----]. Then Revolut $NU $HOOD and $SOFI came along and changed everything. Nothing will ever be the same again. Were lucky to be in the market during the early years of this disruption" [X Link](https://x.com/TomsGains/status/1922422732941316154) 2025-05-13T22:44Z [--] followers, [---] engagements "I really wish I could put a $ sticker next to Revolut but they keep delaying the IPO. Still really looking forward to it. Itll be another incredible fintech opportunity even if the initial pricing comes with a hefty tag. Also curious how Robinhood fares in Europe. This is Revoluts turf and theyre adored here. But never bet against $HOOD to borrow a phrase from the great Warren Buffett" [X Link](https://x.com/TomsGains/status/1922424882987462928) 2025-05-13T22:53Z [--] followers, [--] engagements "The First Roman Triumvirate: Caesar Pompey Crassus. The Second: Octavian Mark Antony Lepidus. You know what the third might be $NU expanding into Europe to compete with Revolut and $HOOD. Theyve already signaled interest by hinting at a potential move of their corporate domicile to London. If this happens well have a new triumvirate: Tenev Storonsky and Vlez. Only this time the battlefield is digital finance. And we European customers will be counting our blessings" [X Link](https://x.com/TomsGains/status/1922427718370484357) 2025-05-13T23:04Z [--] followers, [---] engagements "The market is on the verge of breaking into extreme greed territory. But fear not there are always undervalued stocks or great stocks at fair values no matter the sentiment cycle. $SOFI is one that comes to mind. Who do you have in mind Peter Lynch: Far more money has been lost by investors preparing for corrections than by corrections themselves. Timeless" [X Link](https://x.com/TomsGains/status/1922538109306273995) 2025-05-14T06:22Z [--] followers, [---] engagements "$HIMS makes me jealous. Id be jealous if anyone else got their hands on my position. Just stacking while Hims & Hers quietly do the compounding. The fun has only just started" [X Link](https://x.com/DrTomsLens/status/1922619891200258374) 2025-05-14T11:47Z [---] followers, [---] engagements "Interesting take but not sure how this plays out in practice and if Big Pharma can really offset U.S. losses by charging Europe more Hard to imagine. Pricing power isnt symmetric. So this definitively feels like a big hit and a bearish sign for $LLY $MRK and the peers. That said the full thread is worth reading recommended. Trump isn't asking pharmaceutical companies to lose money. The solution is equalization: Europeans will pay more Americans will pay less and drug companies maintain their overall revenue. It's a redistribution of who carries the financial burden. Trump isn't asking" [X Link](https://x.com/TomsGains/status/1922689808943497429) 2025-05-14T16:25Z [--] followers, [---] engagements "Yes if I had to choose Id pick HBO over Netflix every time. Succession The Sopranos The Wire Game of Thrones The Last of Us Chernobyl True Detective HBO is the gold standard of TV. And yet $NFLX won the Streaming Wars. $WBD might easily be one of the worst stocks out there. Part of what helps Netflix be so successful is the incompetence of their competitors. It's been that way since the very beginning and it continues on to this day. https://t.co/fJ7CP2Agv3 Part of what helps Netflix be so successful is the incompetence of their competitors. It's been that way since the very beginning and it" [X Link](https://x.com/TomsGains/status/1922713369804419202) 2025-05-14T17:59Z [--] followers, [---] engagements "$ASML has an undeniable moat. No one comes close when it comes to manufacturing the tools for chip production at scale. Repeat: not even close. ASML literally builds the tools that build the chips that build AI. And its pretty much the only major European semiconductor player. That means EU industrial policy will be built around $ASML. Incredible company with long-term bullish potential. Just keep in mind that semiconductor businesses are often cyclical with [--] year swings tied to major contract cycles and capex cycles. So dont be surprised by possible fluctuations in $ASMLs profits. Its part" [X Link](https://x.com/TomsGains/status/1922743954568622291) 2025-05-14T20:00Z [--] followers, [---] engagements "Rocket Lab $RKLB will launch NASAs Aspera mission no earlier than Q1 [----]. The spacecraft will use ultraviolet light to study the hot gas between galaxies that may reveal how stars and planets are born. This will be NASAs first mission to map UV light signatures at this scale. $RKLBs space verticals are already making an impact on space science" [X Link](https://x.com/TomsGains/status/1922749453980840211) 2025-05-14T20:22Z [--] followers, [---] engagements "Glad to see Anthony Noto addressing some of the platforms user concerns. Great companies obsess over customer experience and $SOFI has come up a bit short there. Theyve got the fundamentals. Now they need to sharpen execution. $SOFI CEO Anthony Noto confirms what @amitisinvesting has been preaching about $HOOD for several years now: UX matters especially in the brokerage. https://t.co/1m0ovgveST $SOFI CEO Anthony Noto confirms what @amitisinvesting has been preaching about $HOOD for several years now: UX matters especially in the brokerage. https://t.co/1m0ovgveST" [X Link](https://x.com/TomsGains/status/1922937071393485262) 2025-05-15T08:48Z [--] followers, [---] engagements "4/ Shein Valuation: $3050B Global leader in fast fashion: cheap trend-driven clothes produced and shipped in days. Massive growth via TikTok and Instagram but faces scrutiny over labor practices and IP concerns. Type: High-risk high-reward" [X Link](https://x.com/TomsGains/status/1922958738987581635) 2025-05-15T10:14Z [--] followers, [--] engagements "5/ Databricks Valuation: $4362B Unified AI and data platform for enterprises. Type: Growth Backed by NVIDIA and Microsoft. Potential to develop into the foundational AI+data platform for enterprises though facing a mighty competitor in Snowflake" [X Link](https://x.com/TomsGains/status/1922958741764276521) 2025-05-15T10:14Z [--] followers, [--] engagements "Pfizer $PFE is trading like a company in decline. But its quietly transforming as @Benzinga reports: Oncology pipeline doubled via Seagen Valuation near decade-lows (P/E 7) $7.7B in cost savings planned by [----] Multiple catalysts coming in [------] COVID was an earnings outlier that overinflated the numbers but recent moves may suggest a positive trend. Worth keeping an eye on especially if $HIMS enters the picture. Full story at @Benzinga" [X Link](https://x.com/DrTomsLens/status/1923083709269639276) 2025-05-15T18:31Z [---] followers, [---] engagements "I know I know $SOFI has tested our patience for a while. But Im still a big believer in the business. The lending and financial services tracks continue to show strong momentum. Galileo however has fallen short of early expectations and I believe its the biggest variable in the stocks long-term valuation. Heres how I see the possible outcomes: [--]. Galileo delivers and with strong results from the rest of the business the price skyrockets. Likelihood: 30% [--]. Galileo underperforms but lending/services keep compounding driving a moderate but healthy stock return. Likelihood: 60% [--]. Galileo" [X Link](https://x.com/TomsGains/status/1923399840005755180) 2025-05-16T15:27Z [--] followers, [---] engagements "People talk about $PLTR $HIMS and $HOOD as companies that truly put customers and shareholders first. And I agree 100%. But lets not forget: $AMZN invented this model [--] years ago. And theyve never stopped executing it. Today they're still trading like its Black Friday while still building like its day one" [X Link](https://x.com/TomsGains/status/1923493518737084879) 2025-05-16T21:39Z [--] followers, [---] engagements "Between fighting against VHS rentals or $WBD Id say $NFLX had it tougher with VHS. And that says a lot. Free HBO" [X Link](https://x.com/TomsGains/status/1924067902539354500) 2025-05-18T11:41Z [--] followers, [---] engagements "@DoctorJack16 Knowing Elon Musk it has to be Optimi" [X Link](https://x.com/TomsGains/status/1924069218145767566) 2025-05-18T11:47Z [--] followers, [--] engagements "Resharing my post on Immersion $IMMR after @esteussy dropped some serious insight in the replies. Given how little information exists on this stock here on X Im sure many will find it both useful and fascinating. Recently came across Immersion $IMMR a small-cap tech company doing something surprisingly important. They specialize in haptics the feedback layer that lets machines touch back through vibration force and motion. Think of it as the expressive side of touch a foundational https://t.co/54WhDwKus0 Recently came across Immersion $IMMR a small-cap tech company doing something" [X Link](https://x.com/DrTomsLens/status/1924565924234817585) 2025-05-19T20:40Z [----] followers, [---] engagements "I dont throw around numbers lightly. But after this earnings call its clear: $NBIS deserves a much higher multiple even at this stage. An incredible story in the making. $NBIS EARNINGS IS OUT Core infrastructure business delivered an ARR of $249 million up 684% year-over-year. April ARR reached approximately $310 million maintaining strong momentum into May. The projected annual run-rate revenue by year-end is between $750 million and $1 https://t.co/5LgHTuf2rn $NBIS EARNINGS IS OUT Core infrastructure business delivered an ARR of $249 million up 684% year-over-year. April ARR reached" [X Link](https://x.com/TomsGains/status/1924803360575619289) 2025-05-20T12:24Z [--] followers, [----] engagements "Everyones talking about $NBIS after their earnings and rightly so. But almost no one's asking: who is building it Arkady Volozh isnt just a CEO. Hes a generational founder with something to prove. And $NBIS might be his masterpiece. Thread" [X Link](https://x.com/anyuser/status/1924831831653777911) 2025-05-20T14:17Z [----] followers, 10.8K engagements "1/ Born in Soviet Kazakhstan. Trained in applied mathematics. Obsessed with search and systems. In [----] Volozh co-founded Yandex or the Google of Russia before Google even operated there. No ads. No hype. Just pure engineering" [X Link](https://x.com/TomsGains/status/1924831843519443229) 2025-05-20T14:17Z [--] followers, [---] engagements "2/ Under his leadership Yandex built: Russias #1 search engine A maps platform that rivaled Googles A rideshare service bigger than Uber at the time One of the best voice assistants in Europe A real AI-first tech stack It peaked at $30B+ market cap" [X Link](https://x.com/TomsGains/status/1924831854542139893) 2025-05-20T14:17Z [--] followers, [---] engagements "The multiples that will be created by AI-heavy companies over the next [----] years will seem unimaginable by todays standards. AI is going to create so much added value. Companies like $PLTR $TSLA $HIMS $DUOL $SPOT and $UBER will grow massively. I think the market continues to underestimate what AI is going to do to the broader economy and how much value extraordinary companies will be able to create with it. I think the market continues to underestimate what AI is going to do to the broader economy and how much value extraordinary companies will be able to create with it" [X Link](https://x.com/TomsGains/status/1924855056890843383) 2025-05-20T15:49Z [--] followers, [---] engagements "$NKE isnt in an NKE-down. Its just waiting on that one commercial. Youll know it when you see it" [X Link](https://x.com/TomsGains/status/1924932318457667994) 2025-05-20T20:56Z [--] followers, [--] engagements "$NU is making waves across Latin America and for good reason. But behind every generational business is a founder who walked away from comfort to build a revolution. David Vlez left Wall Street to take on Latin Americas broken banking system and $NU is the result. Heres the story behind it. Thread" [X Link](https://x.com/TomsGains/status/1925202983026835533) 2025-05-21T14:52Z [--] followers, [---] engagements "3/ In [----] Vlez launched Nubank with two co-founders in So Paulo. No branches. No bureaucracy. No fees. Just one mission: make banking simple fair and accessible for everyone in Latin America. Today that mission powers one of the fastest-growing fintechs in the world" [X Link](https://x.com/TomsGains/status/1925203024063909897) 2025-05-21T14:52Z [--] followers, [--] engagements "4/ $NU isnt a product its a platform play: Builds its own core banking infrastructure Underwrites credits in real-time using alternative data Scales through a mobile-first trust-based model While legacy banks drown users in paperwork $NU gives answers in seconds and with world-class UX" [X Link](https://x.com/TomsGains/status/1925203035816382774) 2025-05-21T14:52Z [--] followers, [--] engagements "5/ Growth followed fast: 100M+ users Operations in Brazil Mexico and Colombia Credit insurance investments crypto: all in one app What started as a neobank became a financial OS for Latin America" [X Link](https://x.com/TomsGains/status/1925203046658638222) 2025-05-21T14:52Z [--] followers, [--] engagements "6/ In [----] $NU went public: the largest IPO ever for a Latin American tech company. But Vlez didnt cash out. He doubled down. $NU is still expanding still compounding. And now looking beyond Latin America: toward the US and Europe" [X Link](https://x.com/TomsGains/status/1925203056280416632) 2025-05-21T14:52Z [--] followers, [--] engagements "7/ Most see $NU as a fintech success story. For Vlez it runs deeper its about turning early struggle into impact at scale. This isnt just a company. Its a mission made real. And its just getting started" [X Link](https://x.com/TomsGains/status/1925203059606499637) 2025-05-21T14:52Z [--] followers, [--] engagements "$UBER dropped 2.5% after Elon said $TSLA will launch a ridesharing app. And I hope it drops more so I can add. The real story here is that $UBER is quietly building full-stack urban distribution infrastructure. Ridesharing is just one slice of the pie. Now that Im seeing talk about $UBER being an autonomy loser because of Robotaxi (again) I decided to read their Q4 autonomy spotlight. The main theme was what Ive been saying for 6+ months now. Theyre building the infrastructure to lead autonomous transportation. They Now that Im seeing talk about $UBER being an autonomy loser because of" [X Link](https://x.com/TomsGains/status/1925224936513118575) 2025-05-21T16:19Z [--] followers, [---] engagements "@grok: does $GOOGL have more autonomous miles than $TSLA Grok: Waymo" [X Link](https://x.com/TomsGains/status/1925226578759364855) 2025-05-21T16:26Z [--] followers, [--] engagements "A step in the right direction by $NKE. But itll take more to rebuild brand heat. In my gym barely anyones wearing Nike. Under Armours cool. On too. Nike Not really trending right now. $NKE IS BACK ON $AMZN AFTER [--] YEARS -- A BIG MOVE TO REVIVE SALES & BUCK ITS MOMENTUM SLUMP 👀 https://t.co/QwlRpQrtCl $NKE IS BACK ON $AMZN AFTER [--] YEARS -- A BIG MOVE TO REVIVE SALES & BUCK ITS MOMENTUM SLUMP 👀 https://t.co/QwlRpQrtCl" [X Link](https://x.com/TomsGains/status/1925318413276106861) 2025-05-21T22:30Z [--] followers, [---] engagements "$SOFI had crypto. Got forced to drop it. Then Noto says were back that was a month ago. No updates since then. If they already built it once whys it taking so long to bring it back The execution of this company is really bad and I say this as a holder" [X Link](https://x.com/TomsGains/status/1925481284177932385) 2025-05-22T09:18Z [--] followers, [--] engagements "@BenGeskin I don't see how this becomes popular. And people act like Jony Ive built Apple. He did make a great complement to Steve Jobs but Sam is no Steve" [X Link](https://x.com/TomsGains/status/1925803219281658283) 2025-05-23T06:37Z [--] followers, [---] engagements "@bigodet313 @ASTS_SpaceMob Because FaceTime is not their focus. But they can serve homes with [---] Mbps with those satellites. This is much more than ASTS which serves individual devices rather than homes. It's like comparing apples and oranges. I like both the apple pie and orange juice" [X Link](https://x.com/TomsGains/status/1926410116858859779) 2025-05-24T22:48Z [--] followers, [--] engagements "Most people still get prescribed meds the old way: A quick chat. A best guess. Hope it works. Hims & Hers $HIMS is ending the guesswork. Their AI engine MedMatch helps doctors pick the right treatment the first time. Heres how it works and why it matters: thread" [X Link](https://x.com/DrTomsLens/status/1926691703403999371) 2025-05-25T17:27Z [---] followers, [---] engagements "1/ MedMatch is built on top of Hims own tech stack: A custom-built medical record system In-house pharmacy Personalized patient intake and follow-ups One system. One data stream. Thats how MedMatch learns what works and for whom" [X Link](https://x.com/TomsGains/status/1926691706793046176) 2025-05-25T17:27Z [--] followers, [--] engagements "3/ Mental health was MedMatchs first testing ground. Instead of guessing between different types of antidepressants providers now get a nudge toward the option most likely to help based on millions of past cases. An automated data-driven clinical intuition" [X Link](https://x.com/TomsGains/status/1926691728913768832) 2025-05-25T17:27Z [--] followers, [--] engagements "4/ And its working. In weight loss care where GLP-1 meds require careful dosage only 13% cancel after one month. Why Because MedMatch helps match the right: Formula Dosage Schedule Right fit right away and patients stay" [X Link](https://x.com/TomsGains/status/1926691744453652777) 2025-05-25T17:28Z [--] followers, [--] engagements "5/ What makes MedMatch powerful The data flywheel. Every symptom side effect follow-up and treatment outcome feeds back into the system. More patients = more data = smarter recommendations. It gets better with every use" [X Link](https://x.com/TomsGains/status/1926691755530891303) 2025-05-25T17:28Z [--] followers, [--] engagements "6/ $HIMS isnt just treating patients its reprogramming healthcare. And MedMatch is the AI brain behind it all. Personalized. Scalable. And more powerful with every use. The future of healthcare is now" [X Link](https://x.com/TomsGains/status/1926691763890143324) 2025-05-25T17:28Z [--] followers, [--] engagements "The next [--] years will create more wealth than any time in history on the back of AI data and automation. Heres how I see it playing out: $PLTR The data spine of enterprise $TSLA Driverless cars and robots in homes / factories $HIMS Personalized healthcare at scale $TEM Genomics + medical data moat $META Owning your attention $GOOGL The agentic cloud AI layer for creators / developers $AMZN e-commerce and cloud services $DUOL AI education platform $UBER Full-stack urban logistics $NVDA / $AMD / $TSM / $ASML Hardware And this is just the beginning. Who else is writing the next chapter" [X Link](https://x.com/TomsGains/status/1926752378688028966) 2025-05-25T21:28Z [--] followers, [---] engagements "Larry Page said many at $GOOGL worked not for money but to change the world. That spirit still defines the company. Google is magnificent. In a [----] interview with Charlie Rose at the TED Conference Google cofounder Larry Page made headlines with an unexpected idea about legacy and philanthropy. When asked who he might leave his wealth to Page didnt mention charities or family. Instead he floated the idea of https://t.co/KCt88Ln5Vu In a [----] interview with Charlie Rose at the TED Conference Google cofounder Larry Page made headlines with an unexpected idea about legacy and philanthropy. When" [X Link](https://x.com/DrTomsLens/status/1927070555850604546) 2025-05-26T18:33Z [--] followers, [---] engagements "With little innovation and no real AI moat theres a nonnegligible possibility of $AAPL underperforming the market over the next decade" [X Link](https://x.com/TomsGains/status/1927462159140712497) 2025-05-27T20:29Z [--] followers, [--] engagements "Using $IBKR for investing and the platform is simply outstanding. The business reflects it too: accounts up 32% YoY with equity up 23% and daily average revenue trades (DARTs) up 50%. One of the most impressive under-the-radar stocks out there" [X Link](https://x.com/TomsGains/status/1927463718570353034) 2025-05-27T20:35Z [--] followers, [--] engagements "$HIMS is a boner-pill company. $RKLB is a rocket launcher. True. Until they arent" [X Link](https://x.com/TomsGains/status/1927468722492514588) 2025-05-27T20:55Z [--] followers, [--] engagements "X retail is to Wall Street analysts what ChatGPT is to StackOverflow. Faster smarter and built to engage. As a programmer I didnt shed a tear for StackOverflow and as an investor I certainly wont for legacy analysts either" [X Link](https://x.com/DrTomsLens/status/1927616033491194295) 2025-05-28T06:40Z [--] followers, [--] engagements "Walking to an AI conference in beautiful Split Mediterranean coast and listening to a $SPOT playlist. Spotifys AI knows my taste in music better than I do. Now its Lost by Coldplay ft. Jay-Z. That verse by Jay-Z is timeless" [X Link](https://x.com/DrTomsLens/status/1927622406920642844) 2025-05-28T07:06Z [--] followers, [--] engagements "Everyone sees $UBER as a robotaxi risk. Fair concern though debatable. But 45% of its business is now delivery and freight. Its already diversified" [X Link](https://x.com/DrTomsLens/status/1927761782505951433) 2025-05-28T16:19Z [--] followers, [--] engagements "$NVDA $AMD $TSM and $ASML are to AI-driven economy what electricity was in the 19th century. They power everything. And I dont think the market fully grasps the scale of impact yet" [X Link](https://x.com/DrTomsLens/status/1927765079371501684) 2025-05-28T16:33Z [--] followers, [---] engagements "$AMD $TSM and $ASML all up in the after hours after $NVDA earnings. The four pillars of AI are becoming inseparable" [X Link](https://x.com/DrTomsLens/status/1927878272773132439) 2025-05-29T00:02Z [---] followers, [---] engagements "$NVDA earnings just confirmed it again: Jensen Huang isnt just ahead of the curve he is the curve. One of the greatest visionaries in modern business" [X Link](https://x.com/DrTomsLens/status/1927879366110748890) 2025-05-29T00:07Z [---] followers, [---] engagements "$NVDA just dropped a monster earnings update. AI gaming pro viz and automotive: every division is firing. Heres what you need to know from their latest earnings: thread" [X Link](https://x.com/DrTomsLens/status/1928128357956194784) 2025-05-29T16:36Z [---] followers, [---] engagements "1/ Data center is booming: $22.5B revenue 5x YoY Grace Hopper superchips now deployed globally Blackwell in full production Expanded partnerships with $AMZN $GOOGL $MSFT and $ORCL Demand outpacing supply AI infrastructure at scale" [X Link](https://x.com/DrTomsLens/status/1928128366856622350) 2025-05-29T16:36Z [---] followers, [--] engagements "3/ $NVDA pro viz going industrial: Gen AI + Omniverse driving growth Digital twins cutting cycle times by 50% defect rates by 40% BYD using Omniverse for factory planning + configurators Omniverse is becoming the digital backbone of modern manufacturing" [X Link](https://x.com/DrTomsLens/status/1928128382878760977) 2025-05-29T16:36Z [---] followers, [--] engagements "4/ $NVDA is scaling into automotive: Growth led by self-driving platforms Supported Xiaomi in the launch of its first electric car New wins for DRIVE Thor: BYD XPENG GAC Nuro From data centers to gaming pro viz to automotive. AI runs on $NVDA. Simple as that" [X Link](https://x.com/DrTomsLens/status/1928128391875645615) 2025-05-29T16:36Z [---] followers, [---] engagements "@NighthawkTradez @yakker112 I hope you pull that with $HIMS. I'll be happy with a quarter of that :)" [X Link](https://x.com/DrTomsLens/status/1928196674297467040) 2025-05-29T21:08Z [---] followers, [---] engagements "And 95+% of humanity is sleeping on the fact how extremely bullish this is for $NFLX and $META. People without jobs but with good income from the AI-driven abundance economy will more often pursue endless entertainment than meaning. 95+% of humanity is sleeping on the fact that AI will create mass unemployment within [--] years 95+% of humanity is sleeping on the fact that AI will create mass unemployment within [--] years" [X Link](https://x.com/DrTomsLens/status/1928205092404006954) 2025-05-29T21:41Z [---] followers, [---] engagements "Attending the Neuromonster @thought_channel conference on AI and neuroscience in the jewel of the Mediterranean Split Croatia. A city founded in the 4th century as the Roman Emperor Diocletians permanent residence. Today I had the privilege of hearing Dr. Ida Momennejad from $MSFT on their AI research. One of the most inspiring keynotes Ive heard: though-provoking and deeply insightful delivered with an aura of excellence and authority. $MSFT is going deep into AI. Very. A rare eternal business now entering its sixth decade of excellence. A remarkable feat in a fast-evolving tech landscape." [X Link](https://x.com/DrTomsLens/status/1928219227183337806) 2025-05-29T22:37Z [---] followers, [---] engagements "Two more weeks until my dream comes true: Imagine Dragons live in Budapest. And if $HOOD really cracks real-world asset tokenization maybe one day well be able to own a slice of our favorite albums. Imagine holding shares of Night Visions. My God. Imagine Dragons truly" [X Link](https://x.com/DrTomsLens/status/1928229667372224512) 2025-05-29T23:19Z [---] followers, [--] engagements "I dont hold $HOOD only for its charts. I hold it for what it could become: An all-in-one financial platform that brings Wall Street to the street. A one-stop station for financial freedom. A bridge for the underprivileged. That kind of mission is rare. And if I may borrow a feeling not a lyric: the world feels just a little more hopeful with $HOOD in it" [X Link](https://x.com/DrTomsLens/status/1928235922379669938) 2025-05-29T23:44Z [---] followers, [--] engagements "Sometimes I watch $RKLB launches like Im watching a dream leave the launchpad. I dont hold it for returns: there arent any yet. I hold it because I want to believe were still building bold things. Things that push us beyond Earth. Toward a multiplanetary future" [X Link](https://x.com/DrTomsLens/status/1928238685964640654) 2025-05-29T23:55Z [---] followers, [---] engagements "@danielisdizzy @DividendTalks Amd vs. Nvidia increasingly feels like Warner Bros vs. Netflix" [X Link](https://x.com/DrTomsLens/status/1928539810446111229) 2025-05-30T19:51Z [---] followers, [---] engagements "At $3.3T NVIDIA is the worlds second most valuable company and the most important company of the AI era. But Jensen Huang said $NVDA had a 0% chance of success. Heres how $NVDA overcame near-impossible odds to build a multi-trillion dollar empire: 👇" [X Link](https://x.com/DrTomsLens/status/1928828012352741633) 2025-05-31T14:56Z [---] followers, [---] engagements "Many are treating minor layoffs at $HIMS as a bearish signal but they seem to forget that the company is sitting on nearly $1B in cash. This is not an act of desperation. It's a strategic short-term restructuring for maximum medium-term impact" [X Link](https://x.com/DrTomsLens/status/1928855723322040615) 2025-05-31T16:46Z [---] followers, [--] engagements "Many are treating minor layoffs at $HIMS as a bearish signal but they seem to forget that the company is sitting on nearly $1B in cash. This isnt a sign of weakness. Its a strategic short-term restructure for stronger medium-term impact. If anything it shows $HIMS is committed to optimization and business discipline" [X Link](https://x.com/DrTomsLens/status/1928858060140982442) 2025-05-31T16:56Z [---] followers, [---] engagements "Watching the Champions League final. $NKE really said lets tilt the logo [--] degrees and ruin the kit. No idea who signed off on that but brand sabotage shouldnt be a design choice" [X Link](https://x.com/DrTomsLens/status/1928899399825997918) 2025-05-31T19:40Z [---] followers, [---] engagements "@HiddenBullStock @DividendTalks Good luck finding stocks" [X Link](https://x.com/DrTomsLens/status/1929489389106684372) 2025-06-02T10:44Z [---] followers, [--] engagements "Those $HIMS shorts got some third-degree burns after today's news. Can't say I feel for them. $HIMS IS THE MOST-SHORTED STOCK IN THE ENTIRE S&P MIDCAP [---] 🤯 #2 is Valaris the offshore driller that literally went bankrupt four years ago Valaris' short interest is 18% $HIMS sits at 34% https://t.co/8Vxs7kKrUw $HIMS IS THE MOST-SHORTED STOCK IN THE ENTIRE S&P MIDCAP [---] 🤯 #2 is Valaris the offshore driller that literally went bankrupt four years ago Valaris' short interest is 18% $HIMS sits at 34% https://t.co/8Vxs7kKrUw" [X Link](https://x.com/DrTomsLens/status/1929871543540056328) 2025-06-03T12:03Z [---] followers, [---] engagements "$UBER might become one of the best plays on $TSLAs FSD launch. All eyes will be on Tesla. $UBER will look like its drowning. Thats when conviction not consensus steps in. For long-thesis believers it could be the perfect entry. Just an opinion not advice" [X Link](https://x.com/DrTomsLens/status/1929900472569127357) 2025-06-03T13:58Z [---] followers, [--] engagements "@shortmsger @ASTS_SpaceMob @33Valleys So you think Starlink is going to enter 5G arena I haven't seen any such news though I perhaps missed it.low-earth orbit is not my domain" [X Link](https://x.com/DrTomsLens/status/1929967942760050805) 2025-06-03T18:26Z [---] followers, [--] engagements "$HOOD and Revolut made it effortless for an entire generation to start investing. For Gen Z thats decades of compounding. Today my mom asked if $TSLAs Optimus will really be able to do housekeeping and if she should buy the stock because that thing is going to become superpopular. The wealth shift is already happening. From Wall Street to the street" [X Link](https://x.com/DrTomsLens/status/1929972512307204243) 2025-06-03T18:44Z [---] followers, [---] engagements "Many say $HIMS or $HOOD are overhyped. I wasnt in the market in the 00s but I bet $AAPL was overhyped too. Probably even overpriced. Until it wasnt anymore" [X Link](https://x.com/DrTomsLens/status/1930205649184371005) 2025-06-04T10:11Z [---] followers, [---] engagements "$OSCR looks seriously undervalued. Its trading at a $3.5B market cap with $10B in sales a forward P/E of [--] and $2.99B in cash with virtually no debt. Oh and it has 2M members. Maybe the best-kept secret in the market" [X Link](https://x.com/DrTomsLens/status/1930267643409277236) 2025-06-04T14:17Z [---] followers, [----] engagements "@TheDrugMoney Buy $WBD because HBO is good" [X Link](https://x.com/DrTomsLens/status/1930279338894659794) 2025-06-04T15:03Z [---] followers, [---] engagements "I see $ASTS is having a well-deserved killer day. Not a holder (yet) but really happy for the community. Some of the most well-informed and respectful people on this platform" [X Link](https://x.com/anyuser/status/1930316835322290213) 2025-06-04T17:32Z [----] followers, [----] engagements "I dont really share the 510x sentiment on $AMD. Sure theyre heading north that much is clear. But if inference truly has a larger TAM than training And you think $NVDA with all its might will sleep on it Well good luck with that" [X Link](https://x.com/DrTomsLens/status/1930363748620828958) 2025-06-04T20:39Z [---] followers, [---] engagements "Some founders build a billion-dollar company. A rare few do it again. And again. Because theyve mastered the process: fundraising hiring scaling. That experience compounds. Same goes for $DUOL. Duolingo isnt just a language app anymore. Its a learning engine built on mastery of the art of teaching and the psychology of human learning. And now with AI Duolingo is going to the next level. LLMs arrived like a gift from the heavens. Built for language. And $DUOL wasted no time turning them into personal tutors. $10/month for unlimited private AI language lessons Thats a category shift. And what" [X Link](https://x.com/DrTomsLens/status/1931030480448544935) 2025-06-06T16:48Z [---] followers, [----] engagements "@Andrecabv @ZaStocks Wouldn't mind that $IBKR is elite both as a platform and as a stock" [X Link](https://x.com/DrTomsLens/status/1931076043588218980) 2025-06-06T19:49Z [---] followers, [---] engagements "@YodaStockInvest $MELI is quite "boring" too" [X Link](https://x.com/DrTomsLens/status/1931080947400581458) 2025-06-06T20:09Z [---] followers, [----] engagements "If $IBKR gets added to the S&P [---] its more than deserved. Outstanding platform. Outstanding company" [X Link](https://x.com/DrTomsLens/status/1931090510103359641) 2025-06-06T20:47Z [---] followers, [---] engagements "Many avoid geopolitics. But it shapes everything around us: markets technology power. And few companies are more critical to the Western World than: $NVDA $TSM $ASML $PLTR $TSLA $GOOGL and $RKLB. None of them can be allowed to fail or even to fall short of their potential" [X Link](https://x.com/DrTomsLens/status/1931115011847672034) 2025-06-06T22:24Z [---] followers, [---] engagements "@TheLongInvest The market prices in the scalability too. And Palantir is one of the most important companies for scaling Western civilization. Alex Karp talk about this in his book so if you really compare $PLTR with $UNH I strongly advise reading" [X Link](https://x.com/DrTomsLens/status/1931351724968616032) 2025-06-07T14:05Z [---] followers, [----] engagements "@StockSavvyShay Nice list and I like that you recognized $MELI. May I add $KO :)" [X Link](https://x.com/DrTomsLens/status/1931778689726845268) 2025-06-08T18:21Z [---] followers, [----] engagements "$RKLB and $ASTS might take off tomorrow with SpaceX suddenly caught in uncertainty. Here's a funny twist: many consider SpaceX overvalued but at a $400450B raise its at 2529x P/S. $RKLB Its trading at 31x. Sure forward matters but current also has a say" [X Link](https://x.com/DrTomsLens/status/1931802339842859414) 2025-06-08T19:55Z [---] followers, [---] engagements "$NBIS up 77% in the last month. The market is beginning to realize" [X Link](https://x.com/DrTomsLens/status/1931988926639505443) 2025-06-09T08:17Z [---] followers, [---] engagements "So what do you think is the crux of the issue here apart from declining car sales which also hit Toyota Mercedes VW and Stellantis and Tesla's CEO being a PR disaster If one values Tesla as an automaker then it's worth noting that the general trend in the industry is negative" [X Link](https://x.com/DrTomsLens/status/1932034934052384880) 2025-06-09T11:19Z [---] followers, [--] engagements "I'd just like to add that the general trends in automotive industry are stagnant or negative with Mercedes VW Toyota and Stellantis all experiencing declined sales some much worse than Tesla. The only notable exception is GM so it doesn't feel fair to single out Tesla for this" [X Link](https://x.com/DrTomsLens/status/1932045623454253059) 2025-06-09T12:02Z [---] followers, [---] engagements "All the stocks Im closely tracking are in bullish mode: $RKLB $ASTS $NBIS and $HOOD. $HIMS is moving sideways but with the annual shareholder meeting coming Thursday a breakout signal isnt off the table. Time to grab some 🍿and build capital" [X Link](https://x.com/DrTomsLens/status/1932104419384205510) 2025-06-09T15:56Z [---] followers, [---] engagements "A week ago $HIMS acquired Europe-based Zava effectively doubling its customer base. But heres what most missed: Zava already distributes a range of $LLY products. So Eli Lilly just got involuntarily pulled into Hims' orbit. Now they have two options: [--]. Insist on full distribution control and lose Zavas share. [--]. Formalize a partnership with $HIMS on new terms. Globally. I think its the latter. And if it happens it sends shockwaves. It means $HIMS now has formal ties with both $NVO and $LLY the two pharma giants. At that point the rest of the industry follows. Not by choice but by necessity." [X Link](https://x.com/DrTomsLens/status/1932389636610888151) 2025-06-10T10:49Z [---] followers, [---] engagements "$AAPL is quietly losing cultural relevance. iPhones no longer the status symbol it once was. Liquid glass might even get ridiculed. Cook built on Jobs momentum magnificently. But the magic feels gone. Now theyre just trying to prove theyre still doing something fixing what isn't broken. Almost like they sense a second great decline coming" [X Link](https://x.com/DrTomsLens/status/1932535606246080650) 2025-06-10T20:29Z [---] followers, [---] engagements "@StockMKTNewz @finchat_io $AAPL is an iPhone company. Half its sales come from one product. And the iPhone is pretty much like Coca-Cola now. No room for innovation. Yesterdays major iOS changes are like tweaking a bottle of coke. High risk low reward. Not sure how long these sales can hold on" [X Link](https://x.com/DrTomsLens/status/1932771342476026134) 2025-06-11T12:06Z [---] followers, [--] engagements "This is why we love Hims House. Brilliant insight. We can only speculate why $LLY rejected a $HIMS partnership but maybe theyre trying to block what they think could be a formidable rival. If so its already too late. Next time at the table the terms wont be as friendly. 🚨 $HIMS HOUSE SPECIAL REPORT Today Eli Lilly's $LLY CFO made it clear: Lilly will only partner with telehealth firms that agree to stop selling compounded GLP-1s. Lilly's first partnership was with Ro last December followed by LifeMD and Noom earlier this year. We now know https://t.co/JwrhiUXsS7 🚨 $HIMS HOUSE SPECIAL REPORT" [X Link](https://x.com/anyuser/status/1932911602539315281) 2025-06-11T21:23Z [----] followers, [----] engagements "Checked Boeing $BA after the tragic crash in the news. The company is genuinely awful: income statement balance sheet cash flow you name it. Its a mess. More red flags than on a wet F1 race" [X Link](https://x.com/DrTomsLens/status/1933114718060704226) 2025-06-12T10:50Z [---] followers, [---] engagements "@Frobessss @alc2022 Ive been studying this a lot and this is my current standing. But its not carved in stone. I was once a skeptic about $NBIS too and now I own it" [X Link](https://x.com/DrTomsLens/status/1933770533201711114) 2025-06-14T06:16Z [---] followers, [---] engagements "$HOOD and $SOFI are both 20-year bets. Youre betting an entire generation of young people will choose faster more convenient and more powerful tools for private banking investing and wealth management rather than wait for older generations to move away from legacy banking. The shift is already happening quarter on quarter" [X Link](https://x.com/DrTomsLens/status/1933777200186036321) 2025-06-14T06:43Z [---] followers, [---] engagements "@SimpleCRE Omg one of the best corners on Earth. Switzerland is a fairy tale country. Enjoy the views :)" [X Link](https://x.com/DrTomsLens/status/1933815733810610599) 2025-06-14T09:16Z [---] followers, [---] engagements "These are all solid arguments can't disagree too much. The questions are to which extent rockets become a commodity or how much margin points one gains by using in-house rocketry and to which extent patents protect you. There are always multiple ways to develop a technology without infringing a patent especially when it comes to space antenna hardware but this tech is 90% about sofisticated software to interpret very weak signals coming from Earth and to serve multiple users by project multiple signal beams. Digital beamforming is already a mature technology maybe not in this specific space" [X Link](https://x.com/DrTomsLens/status/1933888064834633886) 2025-06-14T14:03Z [---] followers, [---] engagements "Tomorrow could be the day Hers starts being priced in $HIMS. Lets see if the markets finally ready to connect the dots. Get a taste June [--]. https://t.co/ggFuBRmcPP Get a taste June [--]. https://t.co/ggFuBRmcPP" [X Link](https://x.com/DrTomsLens/status/1935007355902505390) 2025-06-17T16:11Z [---] followers, [---] engagements "@Highonstocks_ @TheLongInvest I guess because they own Big Pharma. I know Citi for sure holds $UNH $LLY and $PFE. So by delaying $HIMS' growth as much as possible they're giving leverage to their own investment. Simple as that. Or could be more complicated and beyond my understanding" [X Link](https://x.com/DrTomsLens/status/1935237392056619158) 2025-06-18T07:25Z [---] followers, [---] engagements "$HIMS keeps delivering. At this point moves like these feel less like surprises and more like the grand plan unfolding. Andrew Dudum and his world-class team arent just scaling theyre building for long-term dominance. Every move feels precise deliberate and part of a grand strategy well only fully grasp in hindsight. Feels like were watching the $NFLX of healthcare being built in real time. I try to stay emotionally detached when investing but being early here Hard not to feel proud. An apple a day Maybe a stock a day. What launches tomorrow took many years to perfect. From the industrial" [X Link](https://x.com/DrTomsLens/status/1935269701610799315) 2025-06-18T09:33Z [---] followers, [---] engagements "If you like $ASML learn to time your entries. This is a highly cyclic business. At the end of each high-revenue cycle price-to-sales ratio is deflated and looks so attractive luring you into a value trap. How you can tell that $ASML is a cyclical business👇 https://t.co/jGSCLUKl25 How you can tell that $ASML is a cyclical business👇 https://t.co/jGSCLUKl25" [X Link](https://x.com/DrTomsLens/status/1935307968414937183) 2025-06-18T12:05Z [---] followers, [---] engagements "Sam Altman mightve exaggerated the figure a bit but thats beside the point. What matters is $META is actively trying to recruit from OpenAI. That signals whos (still) leading in LLMs and agents. And the fact that OpenAI seniors are staying despite having lucrative offers elsewhere signals they're fully on board with the mission. OpenAI will be so hard to displace from this throne. Sam Altman says Meta $META offered OpenAI staff $100 million bonuses as Mark Zuckerberg ramps AI poaching efforts per CNBC Sam Altman says Meta $META offered OpenAI staff $100 million bonuses as Mark Zuckerberg" [X Link](https://x.com/DrTomsLens/status/1935711411545506274) 2025-06-19T14:48Z [---] followers, [---] engagements "@ng_investing Yes. Also for capex-intensive businesses few things are worse than high interest rates and $NBIS has had its capex cycle in such conditions. Admirable" [X Link](https://x.com/DrTomsLens/status/1935743013088903608) 2025-06-19T16:54Z [---] followers, [---] engagements "That's a very good point and $NBIS had the advantage of having access to European money which is obviously cheaper now than the US money. But if I'm correct ECB gradually reduced the rates in several instances over the last [--] months. So just a few months back the rates were not as favorable. Meanwhile it's still not a good period for US sm caps. And this is likely bullish for $NBIS as their Americal sm data center rival companies can't get the money as easily to scale. So Nebius is currently well positioned to fill in this gap" [X Link](https://x.com/DrTomsLens/status/1935750097205080414) 2025-06-19T17:22Z [---] followers, [---] engagements "@InvestingVisual Nice visual but $HIMS literally has no competition neither now nor in sight" [X Link](https://x.com/DrTomsLens/status/1935819880340537800) 2025-06-19T21:59Z [---] followers, [---] engagements "Im not a fan of Sam Altman. I think Elon is right about him. I believe Mira Murati and Ilya Sutskever had good reasons to distance themselves. I dont trust him and Id never do business with him. But Id absolutely invest in OpenAI if they IPO. Theyve fended off $GOOGL over the last [--] years and built a real moat. ChatGPT is the only LLM most non-tech people know. For developers their agents are the best in class. Altman reminds me of Larry Ellison: ambitious untrustworthy and ruthless. And thats exactly why OpenAI will win" [X Link](https://x.com/DrTomsLens/status/1935823775846510827) 2025-06-19T22:15Z [---] followers, [---] engagements "Little $HIMS math. Management guides to $6.5B in sales by [----]. That feels conservative given recent developments and doesnt account for potential exponential growth effects which cant be ruled out. Lets say it hits $8B. Apply a slightly higher multiple than today say 10x (still modest if it becomes a hot property) and thats 6x from here to around a $360 stock price. And this doesnt even include exponential effects like we saw with $AMZN or $NFLX which $HIMS is clearly modeled after. Just thinking out loudnot a recommendation or financial advice. Do your homework. If you find this kind of" [X Link](https://x.com/DrTomsLens/status/1936029611600540058) 2025-06-20T11:53Z [---] followers, [---] engagements "If $HIMS hits that exponential growth curve and triggers real FoMo the multiple wont stay at sub-10x. 2030x becomes very possible. Momentum and public perception do wild things to valuation. $HIMS is trading just over [---] times sales. Quite reasonable for a company growing this fast. $HIMS is trading just over [---] times sales. Quite reasonable for a company growing this fast" [X Link](https://x.com/DrTomsLens/status/1936096300375704001) 2025-06-20T16:18Z [---] followers, [---] engagements "@Ashton_1nvests $MELI 🤤 Free cash flow cow of Latin America" [X Link](https://x.com/DrTomsLens/status/1936125478894461025) 2025-06-20T18:14Z [---] followers, [---] engagements "Yes one of the nicest descriptions of the origins of $MELI and $NU youll find on this platform. @Ashton_1nvests You know what I like about many of these names like $MELI and $NU Theyre all founded by people who had the opportunity to live in the U.S. and enjoy the nice life but instead they chose to go back to their home country and create opportunities for their own people. Theyre @Ashton_1nvests You know what I like about many of these names like $MELI and $NU Theyre all founded by people who had the opportunity to live in the U.S. and enjoy the nice life but instead they chose to go back" [X Link](https://x.com/DrTomsLens/status/1936126044018212893) 2025-06-20T18:16Z [---] followers, [---] engagements "@YodaStockInvest Seriously low-valued. Do you believe in the business side There's so many streaming services. What makes $FUBO different Just curious" [X Link](https://x.com/DrTomsLens/status/1936183247459041563) 2025-06-20T22:03Z [---] followers, [---] engagements "@YodaStockInvest Sounds interesting. You're from the US Are young Americans still interested in sports In Europe interest is declining" [X Link](https://x.com/DrTomsLens/status/1936184684355953071) 2025-06-20T22:09Z [---] followers, [--] engagements "@YodaStockInvest My man :) I lived in Eindhoven and used to watch PSV. Thanks for the info" [X Link](https://x.com/DrTomsLens/status/1936186002365882707) 2025-06-20T22:14Z [---] followers, [---] engagements "@YodaStockInvest Possibly though it's not among my current priorities. But I'd like to learn about it" [X Link](https://x.com/DrTomsLens/status/1936189138077991246) 2025-06-20T22:27Z [---] followers, [--] engagements "@YodaStockInvest Hahah then I hope the Dutch won't mind when I say you guys are either into barrels of beer on Saturday nights or stock investing. I love Dutch people" [X Link](https://x.com/DrTomsLens/status/1936189681009373472) 2025-06-20T22:29Z [---] followers, [--] engagements "If I were building an investing course there are very few companies Id use over the king of Latin America $MELI as a textbook case of growth scaling cash generation ROIC and moat-building. An incredible business" [X Link](https://x.com/DrTomsLens/status/1936342841393025041) 2025-06-21T08:38Z [---] followers, [---] engagements "An insightful thread on $FUBO for anyone following the story or considering the stock. Worth the read. My thread on $FUBO merger No massive new insights but a good read to make sure you're up to date with everything My thread on $FUBO merger No massive new insights but a good read to make sure you're up to date with everything" [X Link](https://x.com/DrTomsLens/status/1936350224747827495) 2025-06-21T09:07Z [---] followers, [---] engagements "@planninghottest @DividendTalks I don't know about $NVDA. $ASML builds machines for $TSM which builds chips for $NVDA. Perhaps these machines need to be replaced or upgraded every [--] years which explains this cyclic behavior" [X Link](https://x.com/DrTomsLens/status/1936824937852936478) 2025-06-22T16:33Z [---] followers, [--] engagements "Coca-Cola $KO owns just 15% of the beverage market and its a global icon with Warren Buffetts stamp of approval. But if $TSLA doesnt take 100% of the robotaxi business some folks here will act like its a failure. Make it make sense" [X Link](https://x.com/DrTomsLens/status/1936897365912285191) 2025-06-22T21:21Z [---] followers, [---] engagements "$NVO unilaterally walking away from the $HIMS partnership and $LLY rejecting a deal outright both suggest one thing: $HIMS might be better off ignoring legacy pharma altogether and building on its own infrastructure even if it takes a bit longer. Convincing these players to embrace the personalized healthcare mission is like trying to get taxi drivers to support robotaxis" [X Link](https://x.com/DrTomsLens/status/1937131620495995341) 2025-06-23T12:52Z [---] followers, [---] engagements "@mind1nvestor I'm sorry but your charts surely knew nothing about $NVO pulling out of the agreement. Without this earthquake the stock was more likely to keep heading north. I appreciate your work but please don't take credit for a guess that turned out to be accurate only due to luck" [X Link](https://x.com/DrTomsLens/status/1937157097507938582) 2025-06-23T14:33Z [---] followers, [----] engagements "Between $HIMS doing something immoral which would be unfathomably stupid given their trajectory or $NVO fabricating an excuse to exit the partnership the latter seems far more likely. $HIMS leadership includes names like Kre Schultz (ex-$NVO) Nader Kabbani (ex-$AMZN) and others with backgrounds at $NFLX $NKE etc. None of these world-class executives have left under suspicious circumstances unlike what we saw at OpenAI with Mira Murati and Ilya Sutskever. That says far more than a single statement from one pharma giant. If they do leave then its time to dig deeper. For now a collective calm" [X Link](https://x.com/DrTomsLens/status/1937171187487982009) 2025-06-23T15:29Z [---] followers, [---] engagements "Just a reminder: semaglutide patentsthe cash cow of $NVO expire in [----]. Are the Danes starting to feel the heat" [X Link](https://x.com/DrTomsLens/status/1937172982507676068) 2025-06-23T15:36Z [---] followers, [--] engagements "@RahulSetty_ The fact you've reacted like this and sold your shares before even hearing out the other side shows you're an emotional investor. Not bullish for your account" [X Link](https://x.com/anyuser/status/1937189779629834523) 2025-06-23T16:43Z [----] followers, [----] engagements "$HIMS has a beta of [---]. And $TSLA [---]. Volatility is part of the package. I get it money triggers emotion. But dont let days like this dictate your mood. Thereve been plenty before and therell be more on their roads to becoming steady cash flow machines" [X Link](https://x.com/DrTomsLens/status/1937208223368380902) 2025-06-23T17:56Z [---] followers, [---] engagements "I get that $HIMS is trending and the algorithm knows I like the stock. But my feed feels like an infinite $HIMS loop. X has fully embraced Metas social black hole algorithm. No escape" [X Link](https://x.com/DrTomsLens/status/1937237709740998828) 2025-06-23T19:53Z [---] followers, [---] engagements "The hell day ends: $HIMS -35% in a single session. Posting this to remind my future self: I didnt react emotionally. I stayed true to my deepest conviction. The healthcare revolution is well underway. It can be delayed even set backbut it cannot be stopped. Convenience always wins" [X Link](https://x.com/DrTomsLens/status/1937241530462535857) 2025-06-23T20:09Z [---] followers, [---] engagements "@JOBhakdi $TSLA already prices in a good portion of the robotaxi success" [X Link](https://x.com/DrTomsLens/status/1937254221058809999) 2025-06-23T20:59Z [---] followers, [----] engagements "Narratives are funny. $AMZN was once just a Harry Potter online bookstore. I long for the day the GLP-1 era is over $HIMS should trade based on what it truly is: A telehealth platform delivering healthcare in the most convenient and compelling way A platform built not just to survive but to help you live your best life A personalized medicine https://t.co/tIyGaBhSTe I long for the day the GLP-1 era is over $HIMS should trade based on what it truly is: A telehealth platform delivering healthcare in the most convenient and compelling way A platform built not just to survive but to help you live" [X Link](https://x.com/DrTomsLens/status/1937448934722449681) 2025-06-24T09:53Z [---] followers, [---] engagements "@DataDInvesting $SOFI needs to do better. Considering they already have the technology which they used and perfected before this is borderline incapable" [X Link](https://x.com/DrTomsLens/status/1937584577351938484) 2025-06-24T18:52Z [---] followers, [---] engagements "@mvcinvesting I think its smarter for $HIMS to back off here. Theyre likely not doing anything illegal but theyre not operating in a clear white area either. Better to keep building than risk having part of their business model left to a judges interpretation" [X Link](https://x.com/DrTomsLens/status/1937751968677556455) 2025-06-25T05:57Z [---] followers, [---] engagements "Entire market is overpriced and will become even more in the coming years. We're witnessing the fastest ever scaling of economy driven by automation and AI. In spite of these multiples these companies will all likely multiply their valuations in the coming decade. I'd also like them to trade at 5-10x but those times are gone I'm afraid. Feel free to follow for more educational content" [X Link](https://x.com/DrTomsLens/status/1937856487142900036) 2025-06-25T12:52Z [---] followers, [---] engagements "@mvcinvesting True but it's not too difficult to spot them. If they throw around exorbitant prices or see $NVO's exit as bullish it's a red flag" [X Link](https://x.com/DrTomsLens/status/1937922131779895798) 2025-06-25T17:13Z [---] followers, [----] engagements "Uhm actually not. I own the stock and I believe it will get me a lot of money in the long run but I'm also trying to develop a balanced view. In that sense I really appreciate hearing bearish remarks because you won't find any in the $HIMS loop. Learning and understanding is outside the comfort zone" [X Link](https://x.com/DrTomsLens/status/1937929399539540083) 2025-06-25T17:42Z [---] followers, [---] engagements "@Tiger_Strat @mvcinvesting Good points but I think the community is not that relevant here. Last time I checked big institutions held 75% of the shares. So even when in herd there is only so much price action that the X community can drive" [X Link](https://x.com/DrTomsLens/status/1937931416320295332) 2025-06-25T17:50Z [---] followers, [---] engagements "For those calling stocks like $PLTR or $HIMS overhyped and using that as a reason to exit or avoid them just imagine how hyped $AAPL was in [----]. Luckily we didn't see it. Im not saying these stocks will yield the same returns. Im saying hype is a non-argument. What matters is the thesis fundamentals and leadership" [X Link](https://x.com/DrTomsLens/status/1937940875629498395) 2025-06-25T18:28Z [---] followers, [---] engagements "@TheRayMyers When in economic history has a growth curve been so steep as today Nearing the AI-automation singularity changes the game completely and that $PLTR multiple will be a norm for future transformational companies. Get used to it" [X Link](https://x.com/DrTomsLens/status/1938113161824960779) 2025-06-26T05:52Z [---] followers, [----] engagements "It wont be easy for EU bureaucrats to accept that their best shot at AI infrastructure is a company backed by Russian capital leadership and engineers. But they wont have a choice. $NBIS has already done the groundwork to scale toward becoming Europes ultimate AI infrastructure layer. This addition only confirms the thesis. JUST IN: $NBIS AI Studio adds Devstral the leading open-source LLM for coding agents. 🔥 Nebius AI Studio the companys Inference-as-a-Service platform has just integrated Devstral from Mistral AI a high-performance open-source language model optimized for software" [X Link](https://x.com/DrTomsLens/status/1938184828303675822) 2025-06-26T10:37Z [---] followers, [----] engagements "Today is $NKE earnings day. Im not expecting great numbers and the market could react negatively possibly pushing down the price to levels that are hard to ignore. Its still a leading global sports brand with a new CEO who knows the company better than he knows himself. Watching closely" [X Link](https://x.com/DrTomsLens/status/1938213380650639466) 2025-06-26T12:30Z [---] followers, [---] engagements "Interactive Brokers $IBKR is a beautiful platform and an even better business. Accounts up 32% YoY equity up 23% DARTs up 50%. One of the most impressive under-the-radar stocks out there. A boring compounder" [X Link](https://x.com/DrTomsLens/status/1938242767764718000) 2025-06-26T14:27Z [---] followers, [---] engagements "It took exactly two days for the market to forget all the $HIMS drama. Brand damage Legal risks Gone with the wind. Back to healthcare revolution mode. The market is fully bipolar" [X Link](https://x.com/DrTomsLens/status/1938287306781098273) 2025-06-26T17:24Z [---] followers, [---] engagements "Across the entire AI industry Europe only has $ASML and $NBIS. The former is a critical layer. The latter could become one. For a continent of this scale thats a staggering defeat" [X Link](https://x.com/DrTomsLens/status/1938299836454838620) 2025-06-26T18:14Z [---] followers, [---] engagements "This only confirms that $META is all-in on AI. When a CEO goes to these lengths it speaks volumes about how high the stakes really are. $AAPL is the only Mag [--] company that still doesn't get it. Mark Zuckerberg poached three OpenAI researchers Lucas Beyer Alexander Kolesnikov and Xiaohua Zhai for Meta's $META superintelligence project. He reportedly offered $100 million bonuses per WSJ Mark Zuckerberg poached three OpenAI researchers Lucas Beyer Alexander Kolesnikov and Xiaohua Zhai for Meta's $META superintelligence project. He reportedly offered $100 million bonuses per WSJ" [X Link](https://x.com/DrTomsLens/status/1938336544672113127) 2025-06-26T20:40Z [---] followers, [---] engagements "I entered $SOFI at the worst possible time January highs right before tariffs and trade war headlines. Today Im finally even. Ive often criticized the company for slow product velocity and still cant grasp why reintroducing crypto takes this long. But the vision and membership growth are simply outstanding. Feels like this could still turn into a special story" [X Link](https://x.com/DrTomsLens/status/1938535867850572069) 2025-06-27T09:52Z [---] followers, [---] engagements "A green candle a day when $NVO stays away. $HIMS peace era begins" [X Link](https://x.com/DrTomsLens/status/1938598820952350885) 2025-06-27T14:02Z [---] followers, [---] engagements "@udelqb12 Got it. ASTS has partnerships with Verizon AT&T and Vodafone among others. So why is there a legal battle with them" [X Link](https://x.com/DrTomsLens/status/1939006562124886248) 2025-06-28T17:02Z [---] followers, [--] engagements "@A_May_MD Current P/S is around [--]. Even a mature sector company like $NVO trades at [--]. It's quite low actually for a growth company" [X Link](https://x.com/DrTomsLens/status/1940118569921958038) 2025-07-01T18:41Z [---] followers, [---] engagements "@A_May_MD @StockTrader_Max A bit of everything. Growing member numbers growing Hers segment gummies incoming wearables and diagnostics AI flywheel. All this excluding peptides which I agree are controversial but by no means a thesis killer. I respect your skepticism and we can agree to disagree" [X Link](https://x.com/DrTomsLens/status/1940120496420610557) 2025-07-01T18:49Z [---] followers, [---] engagements "@A_May_MD @StockTrader_Max I think menopause will be big. AI flywheel is the algorithm that you keeps you on X YouTube or Netflix. But you know that already. Also what does Amazon sell now Used to sell Harry Potter big time" [X Link](https://x.com/DrTomsLens/status/1940121333871923270) 2025-07-01T18:52Z [---] followers, [--] engagements "Some quick P/B and RoE comparisons across insurance names: $OSCR: P/B [----] ROE 2.80% $UNH: [----] 15.88% $MET: [----] 15.41% $CNC: [----] 12.65% $ELV: [----] 14.83% $LMND: [----] -31% $OSCR trades at a premium but it has the growth to back it up and tons of room to improve operational efficiency having just broken margin and cash flow positive. If $OSCR can translate member growth into stronger RoE through improved monetization and efficiency the upside could be huge. A potential multi-bagger if execution continues" [X Link](https://x.com/DrTomsLens/status/1940524533808574889) 2025-07-02T21:34Z [---] followers, [---] engagements "$NBIS today is what $HOOD was three years ago an exceptional company with standout leadership and vision just one year after going public. In those three years $HOOD returned 11x. Lets see what $NBIS can do over the same stretch after spending the last [--] months quietly building core infrastructure with most of the fruit still hanging on the tree" [X Link](https://x.com/DrTomsLens/status/1942183492315484482) 2025-07-07T11:26Z [---] followers, [----] engagements "@DrDominicNg That medical science thought neurons can't be formed by exercise or intense thought process until this week is frankly not a good picture for medical science. What else are we taught wrong" [X Link](https://x.com/DrTomsLens/status/1942238423978328265) 2025-07-07T15:04Z [---] followers, [---] engagements "If OpenAI turns cash flow positive in the next [--] years and maintains its market share itll go down as one of the greatest business feats. Realistically their odds of success are low facing huge pressure from $GOOGL $META which poaches their top talents an exceptional company that is Anthropic and even the mighty state of China" [X Link](https://x.com/DrTomsLens/status/1942669234775155069) 2025-07-08T19:36Z [---] followers, [---] engagements "$PEP dividend is currently higher than its free cash flow and likely not sustainable. In simple terms: theyre currently inventing cash out of thin air just to keep paying it. Pepsi v. Coca-Cola Why does Coca-Cola now trade at such a premium to Pepsi Dividend Yield: $PEP: 4.23% $KO: 2.87% https://t.co/inOHbp5wHH Pepsi v. Coca-Cola Why does Coca-Cola now trade at such a premium to Pepsi Dividend Yield: $PEP: 4.23% $KO: 2.87% https://t.co/inOHbp5wHH" [X Link](https://x.com/DrTomsLens/status/1942852989640650857) 2025-07-09T07:47Z [---] followers, [---] engagements "@mvcinvesting It's a major step and fantastic news though I don't like how they always somehow put semaglutide at the very front. $HIMS is more than a semaglutide company but they still act like one" [X Link](https://x.com/DrTomsLens/status/1942942002850464241) 2025-07-09T13:40Z [---] followers, [---] engagements "Novo Nordisk $NVO apparently let its semaglutide patent lapse in Canada over a $450 fee or just sheer negligence. Now in a country where [--] out of [--] people are overweight or obese $HIMS can serve the market with compounded semaglutideno patent barriers no controversy. An absolute gift from heavens. 🚨 BREAKING: $HIMS TO EXPAND TO CANADA IN [----] - Launch comes as generic semaglutide hits the market for the first time anywhere in the world - [--] of [--] adults in Canada are overweight - Access to GLP-1s historically limited by high cost + availability https://t.co/1Rjw9RqIll 🚨 BREAKING: $HIMS TO" [X Link](https://x.com/DrTomsLens/status/1942945563936223264) 2025-07-09T13:54Z [---] followers, [---] engagements "Some quick $HIMS math after the Canada expansion: [----] weight loss sales are guided at $725M and almost entirely U.S. based. Canada is 1/10 the U.S. market and comparably obese. If semaglutide ( of total sales) scales proportionally thats 3.5% added upside just from Canada. And the bigger $HIMS gets the harder it becomes to challenge. Scale reduces legal risk. Huge win" [X Link](https://x.com/DrTomsLens/status/1942949748383637554) 2025-07-09T14:11Z [---] followers, [---] engagements "@ThePonderor @SpaceInvestor_D Be careful with cautious thoughts about $ASTS here" [X Link](https://x.com/DrTomsLens/status/1942983594944668141) 2025-07-09T16:26Z [---] followers, [---] engagements "It takes an idiot to sell $TSLA after the Grok [--] announcement. I had concerns about Elons antics and questioned whether hed lost focus. He might have but Grok [--] proves that operationally hes still executing as sharply as ever. Yeah I know Tesla and xAI are separate companiesbut in my mind theyre one. And its becoming obvious theyll converge inside Optimus sooner or later. Huge respect for those who increased their positions in recent pullbacks" [X Link](https://x.com/anyuser/status/1943236490437263413) 2025-07-10T09:10Z [----] followers, 23.1K engagements "@elonmusk In my mind Grok [--] is Elons biggest win yet. Bigger than Tesla cars autonomous driving Starship launches or Neuralinks human implants. The scientific breakthroughs Grok might unlock are virtually infinite. Welcome to the singularity" [X Link](https://x.com/DrTomsLens/status/1943240921312567609) 2025-07-10T09:28Z [---] followers, [--] engagements "The Grok [--] announcement heavily decreases the chances of OpenAI staying relevant over the next [--] years. Their prospects of holding off Elon Musk with his army of AVs and humanoid robots $META throwing hundreds of millions at their top talent $GOOGL an exceptional and operationally much more efficient company that is Anthropic the state of China and even their genius co-founder and chief architect Ilya Sutskever now with SSIare looking rather gloomy" [X Link](https://x.com/DrTomsLens/status/1943246451514949834) 2025-07-10T09:50Z [---] followers, [---] engagements "The companies could merge or xAI could simply outsource its models to $TSLA in exchange for real-world data to refine them further. There are several integration paths and only Elon knows which hell take. But in my opinion the least likely outcome is that Tesla and xAI are kept on totally separate tracks. It wastes the potential of both" [X Link](https://x.com/DrTomsLens/status/1943290365529735453) 2025-07-10T12:45Z [---] followers, [---] engagements "I see people on the app downplaying xAIs lead in this chart saying its only two index points ahead of OpenAIs o3-pro. Well thats a linear view of something exponential. In AI even a small edge in reasoning power compounds fastleading to better training data which leads to even stronger future models. Its a feedback loop. Assuming current AI paradigms still allow gains without brute-force GPU scaling xAIs lead might be far more meaningful than it looks. And do they allow Yann LeCun and many top researchers would argue they dont. But thats a whole other conversation" [X Link](https://x.com/DrTomsLens/status/1943294015341761013) 2025-07-10T12:59Z [---] followers, [---] engagements "$HOOD at $100. Expected after the $BTC surge. Robinhood is a Bitcoin company the same way $HIMS is a GLP-1 company. They arent really but the market treats them like they are" [X Link](https://x.com/DrTomsLens/status/1943674019787559253) 2025-07-11T14:09Z [---] followers, [---] engagements "I have to agree with this. This is from my post maybe a week ago. Some quick P/B and RoE comparisons across insurance names: $OSCR: P/B [----] ROE 2.80% $UNH: [----] 15.88% $MET: [----] 15.41% $CNC: [----] 12.65% $ELV: [----] 14.83% $LMND: [----] -31% $OSCR is not undervalued" [X Link](https://x.com/DrTomsLens/status/1943881319630463272) 2025-07-12T03:53Z [---] followers, [---] engagements "Seems like $GOOGL beat OpenAI in the race to acquire Windsurf maker of a popular AI coding assistant. To me this confirms two things: First $GOOGL is cementing itself as the leader in AI coding infrastructure with a strong Gemini model cloud services and soon an agentic coding interface through Windsurf. And second it shows that even OpenAI doesn't believe in its Codex AI assistant. OpenAI is now feeling pressure from all sides: $GOOGL buying out competitors $META poaching their top talents xAI with a seemingly mighty Grok [--] Anthropic partnering with $AMZN and the Chinese. If ChatGPT-5 doesnt" [X Link](https://x.com/DrTomsLens/status/1943998861506228569) 2025-07-12T11:40Z [---] followers, [--] engagements "Seems like $GOOGL beat OpenAI in the race to acquire Windsurf maker of a popular AI coding assistant. To me this confirms two things: First Google is cementing itself as the leader in AI coding infrastructure with a strong Gemini model cloud services and soon an agentic coding interface through Windsurf. And second it shows that even OpenAI doesn't believe in its Codex AI assistant. OpenAI is now feeling pressure from all sides: Google buying out competitors $META poaching their top talents xAI with a seemingly mighty Grok [--] Anthropic partnering with $AMZN and the Chinese. If ChatGPT-5 doesnt" [X Link](https://x.com/DrTomsLens/status/1944008270433464710) 2025-07-12T12:17Z [---] followers, [---] engagements "The second month after earnings is statistically the best time to buy. Great stocks often pick momentum on strong calls then gradually deflate back to support levels. If expectations start building again they often rally into the next report. Im watching $NBIS closely with this pattern in mind. The next call is already set for July [--] just two months after the last one. Its not about market timing I dont believe in that. Its about dancing to the rhythm" [X Link](https://x.com/DrTomsLens/status/1944026341851955286) 2025-07-12T13:29Z [---] followers, [---] engagements "@EndicottInvests ZAVA management undersold the company. Did then even realize $HIMS would need to spend more just to build the infrastructure and trust in Europe which is a notoriously difficult playground" [X Link](https://x.com/DrTomsLens/status/1944290945672900996) 2025-07-13T07:00Z [---] followers, [---] engagements "Id love to see $HIMS partner with elite athletes. Theyre already spending heavily on marketing. Carlos Alcaraz is the perfect face for elite performance health and lookseverything $HIMS strives to offer its customers. And the timing fits with the recent ZAVA acquisition opening up the European market. Hope @AndrewDudum reads this" [X Link](https://x.com/DrTomsLens/status/1944455035670208520) 2025-07-13T17:53Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TomsGains Dr. Tom
Dr. Tom posts on X about $nbis, ai, $hims, $duol the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -17%
- [--] Month [-------] +97%
- [--] Months [---------] +1,111%
- [--] Year [---------] +560%
Mentions: [--] #
- [--] Month [---] -10%
- [--] Months [---] +134%
Followers: [-----] #
- [--] Week [-----] +2.20%
- [--] Month [-----] +14%
- [--] Months [-----] +434%
CreatorRank: [-------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies automotive brands countries celebrities travel destinations fashion brands social networks
Social topic influence $nbis #297, ai, $hims #39, $duol #55, $zeta #66, $iren, in the, $nvda, business, $abcl
Top accounts mentioned or mentioned by @alc2022 @grok @wealthmatica @yodastockinvest @jkeynesalpha @mvcinvesting @meadowcapital @mbhogan @himshouse @endicottinvests @reesespieces401 @nebiusai @zetaglobal @fransbakker9812 @hypergrowth102 @nvidia @hypertechinvest @nikoliasgoninus @theronnievshow @amaymd
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Hims & Hers Health, Inc. (HIMS) Duolingo, Inc. (DUOL) ZetaChain (ZETA) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) AbCellera Biologics Inc. (ABCL) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Rocket Lab USA, Inc. Common Stock (RKLB) Robinhood Markets, Inc. (HOOD) Amazon.com, Inc. (AMZN) Novo-Nordisk (NVO) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) RAI Finance (SOFI) Recursion Pharmaceuticals, Inc. (RXRX) Uber Technologies, Inc. (UBER) Eli Lilly and Company (LLY) Bitcoin (BTC) UiPath, Inc. (PATH) Spotify Technology (SPOT) Netflix Inc (NFLX) Metadium (META)
Top Social Posts
Top posts by engagements in the last [--] hours
"When asked why $HIMS is so popular with retail investors CEO Andrew Dudum explained: People who know the product who know the service who have experienced it and feel better those are the people going and buying shares of the stock. They love the product. (via Sherwood News) Great products create loyal customers and loyal shareholders"
X Link 2025-04-26T12:30Z [--] followers, [---] engagements
"Netflix started by mailing old movies. Now it makes Oscar-winning films. $HIMS is following the same playbook: Start with generics build world-class personalized healthcare solutions to disrupt the sector. The power lies in owning the customer relationship"
X Link 2025-04-26T12:37Z [--] followers, [---] engagements
"Upcoming earnings to watch: $SOFI April [--] ➔ Focus: Sustaining profitability member & product growth $HIMS May [--] ➔ Focus: Revenue growth GLP-1 (weight-loss) updates subscription trends $RKLB May [--] ➔ Focus: Neutron rocket progress satellite services momentum Important check-ins for companies building the future"
X Link 2025-04-26T22:07Z [--] followers, [---] engagements
"Rocket Lab ($RKLB) is quietly building the AWS of space. [--] launches [---] satellites deployed 1700+ missions powered by Rocket Lab components True full-stack infrastructure: Launch (Electron Neutron) Spacecraft design build integration and testing Separation systems for precise deployment Solar solutions powering missions like James Webb Artemis and Mars exploration Flight software and global mission operations Tomorrows world wont just be on Earth. It will be built in orbit on the Moon and on Mars. Rocket Lab is building the infrastructure for humanitys next chapter"
X Link 2025-04-27T08:52Z [--] followers, [--] engagements
"CEO Andrew Dudum emphasizes that over the next decade $HIMS will double down on innovation to continually improve customer experience. For the first time in healthcare a company is truly obsessing over optimizing the customer experience and personalizing care. $HIMS is quietly disrupting a sector that has long been resistant to change and Wall Street hasnt even noticed yet. The strength of $HIMS is being a customer-centric company. Their only goal is to maximize patient outcomes for every $ spent. CEO Andrew Dudum explains it perfectly: https://t.co/oVM7WN047Q The strength of $HIMS is being a"
X Link 2025-04-27T17:19Z [--] followers, [---] engagements
"Emotion is part of investing. Thats why I try to own companies Im proud to be associated with. Today reminded me why: $SOFI earnings showed real progress. $HIMS partnered with Novo Nordisk a move with long-term impact. Proud to be a shareholder in both"
X Link 2025-04-29T16:46Z [--] followers, [---] engagements
"Redefining the healthcare one step at a time. Hims & Hers. This just in: Hims & Hers is teaming up with Novo Nordisk to expand affordable access to care. Our long-term collaboration with Novo Nordisk is designed to make proven obesity care and treatments more accessible more affordable and more connected for millions of Americans. A https://t.co/Csl9qiNsDt This just in: Hims & Hers is teaming up with Novo Nordisk to expand affordable access to care. Our long-term collaboration with Novo Nordisk is designed to make proven obesity care and treatments more accessible more affordable and more"
X Link 2025-04-29T17:02Z [--] followers, [---] engagements
"The best time to plant a tree was yesterday. The second-best time is today. The same goes for investing. The best time to buy $HIMS $SOFI $HOOD $RKLB or $NBIS may have been in the past but the second-best time is when conviction meets opportunity. Just remember: trees grow slowly and so do great businesses. Plant early. Water with patience"
X Link 2025-04-30T07:09Z [--] followers, [---] engagements
"Amazon started as a bookselling platform and expanded into entertainment cloud computing logistics and advertising. Hims & Hers ($HIMS) is quietly building a platform for personalized healthcare. Dont be surprised if they push deeper into in-house production and proprietary treatments sooner than many expect. Platform vertical integration scale. Weve seen this playbook before"
X Link 2025-05-01T07:56Z [--] followers, [--] engagements
"Hims & Hers ($HIMS) has been clear since day one: Its goal is to bring healthcare into the digital world following the path set by Amazon Netflix and Spotify. (From the [----] earnings call)"
X Link 2025-05-02T07:59Z [--] followers, [--] engagements
"You dont have to do exceptional things to get exceptional results. Warren Buffett Just own exceptional businesses like $AMZN $HIMS or $HOOD"
X Link 2025-05-02T08:39Z [--] followers, [---] engagements
"Legendary Pat Dorsey in The Five Rules for Successful Stock Investing wrote: Analyst upgrades and chart patterns may be fine tools for traders who treat Wall Street like a casino but theyre of little use to investors who truly want to build wealth. A timeless reminder: If you want to succeed stop playing cards start understanding the business. Thats why I study companies like $HIMS $SOFI $HOOD $RKLB and $NBIS not just as tickers but as high-growth businesses with real potential"
X Link 2025-05-03T06:04Z [--] followers, [--] engagements
"Elon Musk said Great companies are built on great products. $SPOT is a massive success but honestly Ive never enjoyed the product experience. Same with Duolingo. Is it just me here"
X Link 2025-05-04T10:45Z [--] followers, [--] engagements
"Im really curious where Apple $AAPL fits into the AI race. Meta has Facebook & Instagram Google has YouTube Elon has X all packed with user data to train sentiment-aware AI. (So no contrary to some takes on X I dont think Tesla needs Metas behavioral data for its humanoid robots thats partly why Elon bought Twitter.) Apple Theyve got Siri which is barely an AI. On the other hand they hold a massive pool of global health data through Apple Watch. The big question: can Apple keep leading without going all-in on AI or will healthcare become its main frontier Theyve got a huge ecosystem that"
X Link 2025-05-04T12:28Z [--] followers, [---] engagements
"I do believe the United States is the greatest country in history. But even if you werent lucky enough to be born there you can still win the game by learning from people like Warren Buffett and compounding your wealth quietly and patiently. Warren Buffett just said: There are [--] Billion people in the world and only like [---] Million people in America. If youre already in the United States youve already won the game https://t.co/zIshOgLrQD Warren Buffett just said: There are [--] Billion people in the world and only like [---] Million people in America. If youre already in the United States youve"
X Link 2025-05-04T13:25Z [--] followers, [---] engagements
"Andrew Dudum CEO of Hims & Hers in Q1 [----] earnings call: Over the next five years well deepen personalization capabilities enabling access to a more precise level of care. Our vision involves expanding from hundreds of personalized treatments today to potentially thousands powered by richer insights from lab diagnostics growing subscriber datasets and eventually daily tracking from wearable devices. This will unlock faster feedback loops and interventions resulting in optimized care. With every quarterly report Im growing more confident that $HIMS is the future of healthcare. Incredible"
X Link 2025-05-06T07:24Z [--] followers, [--] engagements
"$HIMS is building one of the most powerful flywheels in healthcare: More subscribers more data & insights More data more precise personalized care Better care better outcomes Better outcomes stronger brand & trust more subscribers Every turn of this cycle makes the platform stronger. This is how you scale a healthcare disruptor. (Source: Hims & Hers Investor Presentation May 2025)"
X Link 2025-05-06T07:37Z [--] followers, [---] engagements
"With Andrew Dudum talking about a bigger focus on daily tracking from wearables over the next five years you have to wonder could $HIMS and $AAPL team up at some point Apple is a leader in wearables and health data. Hims & Hers has a first-mover advantage in personalized care and its advantage is only growing. It might sound stretched now but I wouldnt be too surprised if Apple moves deeper into healthcare especially with all the questions around its AI (non)strategy"
X Link 2025-05-06T07:50Z [--] followers, [---] engagements
"1/ Wearables are reshaping healthcare and Hims & Hers ( $HIMS ) is perfectly positioned. This isnt just an online pharmacy story anymore. Its a data flywheel in the making. Let me explain"
X Link 2025-05-06T11:54Z [--] followers, [---] engagements
"3/ Why does this matter Because healthcares next phase isnt just telemedicine its personalized care powered by nonstop data streams. More subscribers more data better care stronger moat more subscribers. Its a feedback loop"
X Link 2025-05-06T11:54Z [--] followers, [--] engagements
"4/ $HIMS is already laying the groundwork. Theyre integrating: lab diagnostics subscriber datasets wearable tracking over the next [--] years"
X Link 2025-05-06T11:54Z [--] followers, [---] engagements
"5/ Imagine the partnerships: Apple Watch Garmin fitness ura ResMed recovery Dexcom glucose Empatica seizures VitalConnect BioBeat clinical devices Wellness + clinical. Hims becomes the data layer"
X Link 2025-05-06T11:54Z [--] followers, [---] engagements
"You might have seen it already: Hims & Hers just named Nader Kabbani as Chief Operating Officer a 20-year Amazon veteran who helped launch Amazon Pharmacy acquire PillPack and build the backbone for Amazon Logistics Flex Kindle Prime Video and more. Why does this matter Because $HIMS looks ready to scale personalized care globally using the same playbook Amazon used to transform e-commerce entertainment and healthcare"
X Link 2025-05-06T12:38Z [--] followers, [--] engagements
"The path to financial independence often means identifying and holding onto truly transformative companies even when theyre surrounded by doubt and uncertainty. For me names like Tesla Hims & Hers Robinhood and Duolingo come to mind"
X Link 2025-05-08T10:47Z [---] followers, [--] engagements
"Huge move at $HIMS: the company has appointed Mo Elshenawy former President & CTO at Cruise with deep AI and infrastructure expertise as its new CTO. This is a powerful signal that Hims & Hers is making a strong push to build the next-generation AI-powered healthcare platform: personalized scalable and accessible on a global level. Hims & Hers is redefining healthcare with major growth potential ahead"
X Link 2025-05-08T11:05Z [---] followers, [---] engagements
"Just in from $RKLB earnings: Neutron is well on track though unlikely to launch this year. Still plenty of work ahead but the path forward looks promising"
X Link 2025-05-08T21:24Z [--] followers, [----] engagements
"@MMMTwealth Uber is a ridesharing company. Palantir's AI can be integrated into any sector. Not the best comparison"
X Link 2025-05-11T09:09Z [--] followers, [---] engagements
"Fair enough though my multiple would be even higher. $PLTR is one of a kind company with no direct competitor and their AI infrastructure clearly benefit their clients. $METAs Q1 results back this up. Their heavy AI investments have started to pay off and this in my opinion is bullish for $PLTR"
X Link 2025-05-11T09:48Z [--] followers, [---] engagements
"For decades fintech was one of the least innovative sectors out there. Youd get nearly the same banking experience in the 1980s as you would in [----]. Then Revolut $NU $HOOD and $SOFI came along and changed everything. Nothing will ever be the same again. Were lucky to be in the market during the early years of this disruption"
X Link 2025-05-13T22:44Z [--] followers, [---] engagements
"I really wish I could put a $ sticker next to Revolut but they keep delaying the IPO. Still really looking forward to it. Itll be another incredible fintech opportunity even if the initial pricing comes with a hefty tag. Also curious how Robinhood fares in Europe. This is Revoluts turf and theyre adored here. But never bet against $HOOD to borrow a phrase from the great Warren Buffett"
X Link 2025-05-13T22:53Z [--] followers, [--] engagements
"The First Roman Triumvirate: Caesar Pompey Crassus. The Second: Octavian Mark Antony Lepidus. You know what the third might be $NU expanding into Europe to compete with Revolut and $HOOD. Theyve already signaled interest by hinting at a potential move of their corporate domicile to London. If this happens well have a new triumvirate: Tenev Storonsky and Vlez. Only this time the battlefield is digital finance. And we European customers will be counting our blessings"
X Link 2025-05-13T23:04Z [--] followers, [---] engagements
"The market is on the verge of breaking into extreme greed territory. But fear not there are always undervalued stocks or great stocks at fair values no matter the sentiment cycle. $SOFI is one that comes to mind. Who do you have in mind Peter Lynch: Far more money has been lost by investors preparing for corrections than by corrections themselves. Timeless"
X Link 2025-05-14T06:22Z [--] followers, [---] engagements
"$HIMS makes me jealous. Id be jealous if anyone else got their hands on my position. Just stacking while Hims & Hers quietly do the compounding. The fun has only just started"
X Link 2025-05-14T11:47Z [---] followers, [---] engagements
"Interesting take but not sure how this plays out in practice and if Big Pharma can really offset U.S. losses by charging Europe more Hard to imagine. Pricing power isnt symmetric. So this definitively feels like a big hit and a bearish sign for $LLY $MRK and the peers. That said the full thread is worth reading recommended. Trump isn't asking pharmaceutical companies to lose money. The solution is equalization: Europeans will pay more Americans will pay less and drug companies maintain their overall revenue. It's a redistribution of who carries the financial burden. Trump isn't asking"
X Link 2025-05-14T16:25Z [--] followers, [---] engagements
"Yes if I had to choose Id pick HBO over Netflix every time. Succession The Sopranos The Wire Game of Thrones The Last of Us Chernobyl True Detective HBO is the gold standard of TV. And yet $NFLX won the Streaming Wars. $WBD might easily be one of the worst stocks out there. Part of what helps Netflix be so successful is the incompetence of their competitors. It's been that way since the very beginning and it continues on to this day. https://t.co/fJ7CP2Agv3 Part of what helps Netflix be so successful is the incompetence of their competitors. It's been that way since the very beginning and it"
X Link 2025-05-14T17:59Z [--] followers, [---] engagements
"$ASML has an undeniable moat. No one comes close when it comes to manufacturing the tools for chip production at scale. Repeat: not even close. ASML literally builds the tools that build the chips that build AI. And its pretty much the only major European semiconductor player. That means EU industrial policy will be built around $ASML. Incredible company with long-term bullish potential. Just keep in mind that semiconductor businesses are often cyclical with [--] year swings tied to major contract cycles and capex cycles. So dont be surprised by possible fluctuations in $ASMLs profits. Its part"
X Link 2025-05-14T20:00Z [--] followers, [---] engagements
"Rocket Lab $RKLB will launch NASAs Aspera mission no earlier than Q1 [----]. The spacecraft will use ultraviolet light to study the hot gas between galaxies that may reveal how stars and planets are born. This will be NASAs first mission to map UV light signatures at this scale. $RKLBs space verticals are already making an impact on space science"
X Link 2025-05-14T20:22Z [--] followers, [---] engagements
"Glad to see Anthony Noto addressing some of the platforms user concerns. Great companies obsess over customer experience and $SOFI has come up a bit short there. Theyve got the fundamentals. Now they need to sharpen execution. $SOFI CEO Anthony Noto confirms what @amitisinvesting has been preaching about $HOOD for several years now: UX matters especially in the brokerage. https://t.co/1m0ovgveST $SOFI CEO Anthony Noto confirms what @amitisinvesting has been preaching about $HOOD for several years now: UX matters especially in the brokerage. https://t.co/1m0ovgveST"
X Link 2025-05-15T08:48Z [--] followers, [---] engagements
"4/ Shein Valuation: $3050B Global leader in fast fashion: cheap trend-driven clothes produced and shipped in days. Massive growth via TikTok and Instagram but faces scrutiny over labor practices and IP concerns. Type: High-risk high-reward"
X Link 2025-05-15T10:14Z [--] followers, [--] engagements
"5/ Databricks Valuation: $4362B Unified AI and data platform for enterprises. Type: Growth Backed by NVIDIA and Microsoft. Potential to develop into the foundational AI+data platform for enterprises though facing a mighty competitor in Snowflake"
X Link 2025-05-15T10:14Z [--] followers, [--] engagements
"Pfizer $PFE is trading like a company in decline. But its quietly transforming as @Benzinga reports: Oncology pipeline doubled via Seagen Valuation near decade-lows (P/E 7) $7.7B in cost savings planned by [----] Multiple catalysts coming in [------] COVID was an earnings outlier that overinflated the numbers but recent moves may suggest a positive trend. Worth keeping an eye on especially if $HIMS enters the picture. Full story at @Benzinga"
X Link 2025-05-15T18:31Z [---] followers, [---] engagements
"I know I know $SOFI has tested our patience for a while. But Im still a big believer in the business. The lending and financial services tracks continue to show strong momentum. Galileo however has fallen short of early expectations and I believe its the biggest variable in the stocks long-term valuation. Heres how I see the possible outcomes: [--]. Galileo delivers and with strong results from the rest of the business the price skyrockets. Likelihood: 30% [--]. Galileo underperforms but lending/services keep compounding driving a moderate but healthy stock return. Likelihood: 60% [--]. Galileo"
X Link 2025-05-16T15:27Z [--] followers, [---] engagements
"People talk about $PLTR $HIMS and $HOOD as companies that truly put customers and shareholders first. And I agree 100%. But lets not forget: $AMZN invented this model [--] years ago. And theyve never stopped executing it. Today they're still trading like its Black Friday while still building like its day one"
X Link 2025-05-16T21:39Z [--] followers, [---] engagements
"Between fighting against VHS rentals or $WBD Id say $NFLX had it tougher with VHS. And that says a lot. Free HBO"
X Link 2025-05-18T11:41Z [--] followers, [---] engagements
"@DoctorJack16 Knowing Elon Musk it has to be Optimi"
X Link 2025-05-18T11:47Z [--] followers, [--] engagements
"Resharing my post on Immersion $IMMR after @esteussy dropped some serious insight in the replies. Given how little information exists on this stock here on X Im sure many will find it both useful and fascinating. Recently came across Immersion $IMMR a small-cap tech company doing something surprisingly important. They specialize in haptics the feedback layer that lets machines touch back through vibration force and motion. Think of it as the expressive side of touch a foundational https://t.co/54WhDwKus0 Recently came across Immersion $IMMR a small-cap tech company doing something"
X Link 2025-05-19T20:40Z [----] followers, [---] engagements
"I dont throw around numbers lightly. But after this earnings call its clear: $NBIS deserves a much higher multiple even at this stage. An incredible story in the making. $NBIS EARNINGS IS OUT Core infrastructure business delivered an ARR of $249 million up 684% year-over-year. April ARR reached approximately $310 million maintaining strong momentum into May. The projected annual run-rate revenue by year-end is between $750 million and $1 https://t.co/5LgHTuf2rn $NBIS EARNINGS IS OUT Core infrastructure business delivered an ARR of $249 million up 684% year-over-year. April ARR reached"
X Link 2025-05-20T12:24Z [--] followers, [----] engagements
"Everyones talking about $NBIS after their earnings and rightly so. But almost no one's asking: who is building it Arkady Volozh isnt just a CEO. Hes a generational founder with something to prove. And $NBIS might be his masterpiece. Thread"
X Link 2025-05-20T14:17Z [----] followers, 10.8K engagements
"1/ Born in Soviet Kazakhstan. Trained in applied mathematics. Obsessed with search and systems. In [----] Volozh co-founded Yandex or the Google of Russia before Google even operated there. No ads. No hype. Just pure engineering"
X Link 2025-05-20T14:17Z [--] followers, [---] engagements
"2/ Under his leadership Yandex built: Russias #1 search engine A maps platform that rivaled Googles A rideshare service bigger than Uber at the time One of the best voice assistants in Europe A real AI-first tech stack It peaked at $30B+ market cap"
X Link 2025-05-20T14:17Z [--] followers, [---] engagements
"The multiples that will be created by AI-heavy companies over the next [----] years will seem unimaginable by todays standards. AI is going to create so much added value. Companies like $PLTR $TSLA $HIMS $DUOL $SPOT and $UBER will grow massively. I think the market continues to underestimate what AI is going to do to the broader economy and how much value extraordinary companies will be able to create with it. I think the market continues to underestimate what AI is going to do to the broader economy and how much value extraordinary companies will be able to create with it"
X Link 2025-05-20T15:49Z [--] followers, [---] engagements
"$NKE isnt in an NKE-down. Its just waiting on that one commercial. Youll know it when you see it"
X Link 2025-05-20T20:56Z [--] followers, [--] engagements
"$NU is making waves across Latin America and for good reason. But behind every generational business is a founder who walked away from comfort to build a revolution. David Vlez left Wall Street to take on Latin Americas broken banking system and $NU is the result. Heres the story behind it. Thread"
X Link 2025-05-21T14:52Z [--] followers, [---] engagements
"3/ In [----] Vlez launched Nubank with two co-founders in So Paulo. No branches. No bureaucracy. No fees. Just one mission: make banking simple fair and accessible for everyone in Latin America. Today that mission powers one of the fastest-growing fintechs in the world"
X Link 2025-05-21T14:52Z [--] followers, [--] engagements
"4/ $NU isnt a product its a platform play: Builds its own core banking infrastructure Underwrites credits in real-time using alternative data Scales through a mobile-first trust-based model While legacy banks drown users in paperwork $NU gives answers in seconds and with world-class UX"
X Link 2025-05-21T14:52Z [--] followers, [--] engagements
"5/ Growth followed fast: 100M+ users Operations in Brazil Mexico and Colombia Credit insurance investments crypto: all in one app What started as a neobank became a financial OS for Latin America"
X Link 2025-05-21T14:52Z [--] followers, [--] engagements
"6/ In [----] $NU went public: the largest IPO ever for a Latin American tech company. But Vlez didnt cash out. He doubled down. $NU is still expanding still compounding. And now looking beyond Latin America: toward the US and Europe"
X Link 2025-05-21T14:52Z [--] followers, [--] engagements
"7/ Most see $NU as a fintech success story. For Vlez it runs deeper its about turning early struggle into impact at scale. This isnt just a company. Its a mission made real. And its just getting started"
X Link 2025-05-21T14:52Z [--] followers, [--] engagements
"$UBER dropped 2.5% after Elon said $TSLA will launch a ridesharing app. And I hope it drops more so I can add. The real story here is that $UBER is quietly building full-stack urban distribution infrastructure. Ridesharing is just one slice of the pie. Now that Im seeing talk about $UBER being an autonomy loser because of Robotaxi (again) I decided to read their Q4 autonomy spotlight. The main theme was what Ive been saying for 6+ months now. Theyre building the infrastructure to lead autonomous transportation. They Now that Im seeing talk about $UBER being an autonomy loser because of"
X Link 2025-05-21T16:19Z [--] followers, [---] engagements
"@grok: does $GOOGL have more autonomous miles than $TSLA Grok: Waymo"
X Link 2025-05-21T16:26Z [--] followers, [--] engagements
"A step in the right direction by $NKE. But itll take more to rebuild brand heat. In my gym barely anyones wearing Nike. Under Armours cool. On too. Nike Not really trending right now. $NKE IS BACK ON $AMZN AFTER [--] YEARS -- A BIG MOVE TO REVIVE SALES & BUCK ITS MOMENTUM SLUMP 👀 https://t.co/QwlRpQrtCl $NKE IS BACK ON $AMZN AFTER [--] YEARS -- A BIG MOVE TO REVIVE SALES & BUCK ITS MOMENTUM SLUMP 👀 https://t.co/QwlRpQrtCl"
X Link 2025-05-21T22:30Z [--] followers, [---] engagements
"$SOFI had crypto. Got forced to drop it. Then Noto says were back that was a month ago. No updates since then. If they already built it once whys it taking so long to bring it back The execution of this company is really bad and I say this as a holder"
X Link 2025-05-22T09:18Z [--] followers, [--] engagements
"@BenGeskin I don't see how this becomes popular. And people act like Jony Ive built Apple. He did make a great complement to Steve Jobs but Sam is no Steve"
X Link 2025-05-23T06:37Z [--] followers, [---] engagements
"@bigodet313 @ASTS_SpaceMob Because FaceTime is not their focus. But they can serve homes with [---] Mbps with those satellites. This is much more than ASTS which serves individual devices rather than homes. It's like comparing apples and oranges. I like both the apple pie and orange juice"
X Link 2025-05-24T22:48Z [--] followers, [--] engagements
"Most people still get prescribed meds the old way: A quick chat. A best guess. Hope it works. Hims & Hers $HIMS is ending the guesswork. Their AI engine MedMatch helps doctors pick the right treatment the first time. Heres how it works and why it matters: thread"
X Link 2025-05-25T17:27Z [---] followers, [---] engagements
"1/ MedMatch is built on top of Hims own tech stack: A custom-built medical record system In-house pharmacy Personalized patient intake and follow-ups One system. One data stream. Thats how MedMatch learns what works and for whom"
X Link 2025-05-25T17:27Z [--] followers, [--] engagements
"3/ Mental health was MedMatchs first testing ground. Instead of guessing between different types of antidepressants providers now get a nudge toward the option most likely to help based on millions of past cases. An automated data-driven clinical intuition"
X Link 2025-05-25T17:27Z [--] followers, [--] engagements
"4/ And its working. In weight loss care where GLP-1 meds require careful dosage only 13% cancel after one month. Why Because MedMatch helps match the right: Formula Dosage Schedule Right fit right away and patients stay"
X Link 2025-05-25T17:28Z [--] followers, [--] engagements
"5/ What makes MedMatch powerful The data flywheel. Every symptom side effect follow-up and treatment outcome feeds back into the system. More patients = more data = smarter recommendations. It gets better with every use"
X Link 2025-05-25T17:28Z [--] followers, [--] engagements
"6/ $HIMS isnt just treating patients its reprogramming healthcare. And MedMatch is the AI brain behind it all. Personalized. Scalable. And more powerful with every use. The future of healthcare is now"
X Link 2025-05-25T17:28Z [--] followers, [--] engagements
"The next [--] years will create more wealth than any time in history on the back of AI data and automation. Heres how I see it playing out: $PLTR The data spine of enterprise $TSLA Driverless cars and robots in homes / factories $HIMS Personalized healthcare at scale $TEM Genomics + medical data moat $META Owning your attention $GOOGL The agentic cloud AI layer for creators / developers $AMZN e-commerce and cloud services $DUOL AI education platform $UBER Full-stack urban logistics $NVDA / $AMD / $TSM / $ASML Hardware And this is just the beginning. Who else is writing the next chapter"
X Link 2025-05-25T21:28Z [--] followers, [---] engagements
"Larry Page said many at $GOOGL worked not for money but to change the world. That spirit still defines the company. Google is magnificent. In a [----] interview with Charlie Rose at the TED Conference Google cofounder Larry Page made headlines with an unexpected idea about legacy and philanthropy. When asked who he might leave his wealth to Page didnt mention charities or family. Instead he floated the idea of https://t.co/KCt88Ln5Vu In a [----] interview with Charlie Rose at the TED Conference Google cofounder Larry Page made headlines with an unexpected idea about legacy and philanthropy. When"
X Link 2025-05-26T18:33Z [--] followers, [---] engagements
"With little innovation and no real AI moat theres a nonnegligible possibility of $AAPL underperforming the market over the next decade"
X Link 2025-05-27T20:29Z [--] followers, [--] engagements
"Using $IBKR for investing and the platform is simply outstanding. The business reflects it too: accounts up 32% YoY with equity up 23% and daily average revenue trades (DARTs) up 50%. One of the most impressive under-the-radar stocks out there"
X Link 2025-05-27T20:35Z [--] followers, [--] engagements
"$HIMS is a boner-pill company. $RKLB is a rocket launcher. True. Until they arent"
X Link 2025-05-27T20:55Z [--] followers, [--] engagements
"X retail is to Wall Street analysts what ChatGPT is to StackOverflow. Faster smarter and built to engage. As a programmer I didnt shed a tear for StackOverflow and as an investor I certainly wont for legacy analysts either"
X Link 2025-05-28T06:40Z [--] followers, [--] engagements
"Walking to an AI conference in beautiful Split Mediterranean coast and listening to a $SPOT playlist. Spotifys AI knows my taste in music better than I do. Now its Lost by Coldplay ft. Jay-Z. That verse by Jay-Z is timeless"
X Link 2025-05-28T07:06Z [--] followers, [--] engagements
"Everyone sees $UBER as a robotaxi risk. Fair concern though debatable. But 45% of its business is now delivery and freight. Its already diversified"
X Link 2025-05-28T16:19Z [--] followers, [--] engagements
"$NVDA $AMD $TSM and $ASML are to AI-driven economy what electricity was in the 19th century. They power everything. And I dont think the market fully grasps the scale of impact yet"
X Link 2025-05-28T16:33Z [--] followers, [---] engagements
"$AMD $TSM and $ASML all up in the after hours after $NVDA earnings. The four pillars of AI are becoming inseparable"
X Link 2025-05-29T00:02Z [---] followers, [---] engagements
"$NVDA earnings just confirmed it again: Jensen Huang isnt just ahead of the curve he is the curve. One of the greatest visionaries in modern business"
X Link 2025-05-29T00:07Z [---] followers, [---] engagements
"$NVDA just dropped a monster earnings update. AI gaming pro viz and automotive: every division is firing. Heres what you need to know from their latest earnings: thread"
X Link 2025-05-29T16:36Z [---] followers, [---] engagements
"1/ Data center is booming: $22.5B revenue 5x YoY Grace Hopper superchips now deployed globally Blackwell in full production Expanded partnerships with $AMZN $GOOGL $MSFT and $ORCL Demand outpacing supply AI infrastructure at scale"
X Link 2025-05-29T16:36Z [---] followers, [--] engagements
"3/ $NVDA pro viz going industrial: Gen AI + Omniverse driving growth Digital twins cutting cycle times by 50% defect rates by 40% BYD using Omniverse for factory planning + configurators Omniverse is becoming the digital backbone of modern manufacturing"
X Link 2025-05-29T16:36Z [---] followers, [--] engagements
"4/ $NVDA is scaling into automotive: Growth led by self-driving platforms Supported Xiaomi in the launch of its first electric car New wins for DRIVE Thor: BYD XPENG GAC Nuro From data centers to gaming pro viz to automotive. AI runs on $NVDA. Simple as that"
X Link 2025-05-29T16:36Z [---] followers, [---] engagements
"@NighthawkTradez @yakker112 I hope you pull that with $HIMS. I'll be happy with a quarter of that :)"
X Link 2025-05-29T21:08Z [---] followers, [---] engagements
"And 95+% of humanity is sleeping on the fact how extremely bullish this is for $NFLX and $META. People without jobs but with good income from the AI-driven abundance economy will more often pursue endless entertainment than meaning. 95+% of humanity is sleeping on the fact that AI will create mass unemployment within [--] years 95+% of humanity is sleeping on the fact that AI will create mass unemployment within [--] years"
X Link 2025-05-29T21:41Z [---] followers, [---] engagements
"Attending the Neuromonster @thought_channel conference on AI and neuroscience in the jewel of the Mediterranean Split Croatia. A city founded in the 4th century as the Roman Emperor Diocletians permanent residence. Today I had the privilege of hearing Dr. Ida Momennejad from $MSFT on their AI research. One of the most inspiring keynotes Ive heard: though-provoking and deeply insightful delivered with an aura of excellence and authority. $MSFT is going deep into AI. Very. A rare eternal business now entering its sixth decade of excellence. A remarkable feat in a fast-evolving tech landscape."
X Link 2025-05-29T22:37Z [---] followers, [---] engagements
"Two more weeks until my dream comes true: Imagine Dragons live in Budapest. And if $HOOD really cracks real-world asset tokenization maybe one day well be able to own a slice of our favorite albums. Imagine holding shares of Night Visions. My God. Imagine Dragons truly"
X Link 2025-05-29T23:19Z [---] followers, [--] engagements
"I dont hold $HOOD only for its charts. I hold it for what it could become: An all-in-one financial platform that brings Wall Street to the street. A one-stop station for financial freedom. A bridge for the underprivileged. That kind of mission is rare. And if I may borrow a feeling not a lyric: the world feels just a little more hopeful with $HOOD in it"
X Link 2025-05-29T23:44Z [---] followers, [--] engagements
"Sometimes I watch $RKLB launches like Im watching a dream leave the launchpad. I dont hold it for returns: there arent any yet. I hold it because I want to believe were still building bold things. Things that push us beyond Earth. Toward a multiplanetary future"
X Link 2025-05-29T23:55Z [---] followers, [---] engagements
"@danielisdizzy @DividendTalks Amd vs. Nvidia increasingly feels like Warner Bros vs. Netflix"
X Link 2025-05-30T19:51Z [---] followers, [---] engagements
"At $3.3T NVIDIA is the worlds second most valuable company and the most important company of the AI era. But Jensen Huang said $NVDA had a 0% chance of success. Heres how $NVDA overcame near-impossible odds to build a multi-trillion dollar empire: 👇"
X Link 2025-05-31T14:56Z [---] followers, [---] engagements
"Many are treating minor layoffs at $HIMS as a bearish signal but they seem to forget that the company is sitting on nearly $1B in cash. This is not an act of desperation. It's a strategic short-term restructuring for maximum medium-term impact"
X Link 2025-05-31T16:46Z [---] followers, [--] engagements
"Many are treating minor layoffs at $HIMS as a bearish signal but they seem to forget that the company is sitting on nearly $1B in cash. This isnt a sign of weakness. Its a strategic short-term restructure for stronger medium-term impact. If anything it shows $HIMS is committed to optimization and business discipline"
X Link 2025-05-31T16:56Z [---] followers, [---] engagements
"Watching the Champions League final. $NKE really said lets tilt the logo [--] degrees and ruin the kit. No idea who signed off on that but brand sabotage shouldnt be a design choice"
X Link 2025-05-31T19:40Z [---] followers, [---] engagements
"@HiddenBullStock @DividendTalks Good luck finding stocks"
X Link 2025-06-02T10:44Z [---] followers, [--] engagements
"Those $HIMS shorts got some third-degree burns after today's news. Can't say I feel for them. $HIMS IS THE MOST-SHORTED STOCK IN THE ENTIRE S&P MIDCAP [---] 🤯 #2 is Valaris the offshore driller that literally went bankrupt four years ago Valaris' short interest is 18% $HIMS sits at 34% https://t.co/8Vxs7kKrUw $HIMS IS THE MOST-SHORTED STOCK IN THE ENTIRE S&P MIDCAP [---] 🤯 #2 is Valaris the offshore driller that literally went bankrupt four years ago Valaris' short interest is 18% $HIMS sits at 34% https://t.co/8Vxs7kKrUw"
X Link 2025-06-03T12:03Z [---] followers, [---] engagements
"$UBER might become one of the best plays on $TSLAs FSD launch. All eyes will be on Tesla. $UBER will look like its drowning. Thats when conviction not consensus steps in. For long-thesis believers it could be the perfect entry. Just an opinion not advice"
X Link 2025-06-03T13:58Z [---] followers, [--] engagements
"@shortmsger @ASTS_SpaceMob @33Valleys So you think Starlink is going to enter 5G arena I haven't seen any such news though I perhaps missed it.low-earth orbit is not my domain"
X Link 2025-06-03T18:26Z [---] followers, [--] engagements
"$HOOD and Revolut made it effortless for an entire generation to start investing. For Gen Z thats decades of compounding. Today my mom asked if $TSLAs Optimus will really be able to do housekeeping and if she should buy the stock because that thing is going to become superpopular. The wealth shift is already happening. From Wall Street to the street"
X Link 2025-06-03T18:44Z [---] followers, [---] engagements
"Many say $HIMS or $HOOD are overhyped. I wasnt in the market in the 00s but I bet $AAPL was overhyped too. Probably even overpriced. Until it wasnt anymore"
X Link 2025-06-04T10:11Z [---] followers, [---] engagements
"$OSCR looks seriously undervalued. Its trading at a $3.5B market cap with $10B in sales a forward P/E of [--] and $2.99B in cash with virtually no debt. Oh and it has 2M members. Maybe the best-kept secret in the market"
X Link 2025-06-04T14:17Z [---] followers, [----] engagements
"@TheDrugMoney Buy $WBD because HBO is good"
X Link 2025-06-04T15:03Z [---] followers, [---] engagements
"I see $ASTS is having a well-deserved killer day. Not a holder (yet) but really happy for the community. Some of the most well-informed and respectful people on this platform"
X Link 2025-06-04T17:32Z [----] followers, [----] engagements
"I dont really share the 510x sentiment on $AMD. Sure theyre heading north that much is clear. But if inference truly has a larger TAM than training And you think $NVDA with all its might will sleep on it Well good luck with that"
X Link 2025-06-04T20:39Z [---] followers, [---] engagements
"Some founders build a billion-dollar company. A rare few do it again. And again. Because theyve mastered the process: fundraising hiring scaling. That experience compounds. Same goes for $DUOL. Duolingo isnt just a language app anymore. Its a learning engine built on mastery of the art of teaching and the psychology of human learning. And now with AI Duolingo is going to the next level. LLMs arrived like a gift from the heavens. Built for language. And $DUOL wasted no time turning them into personal tutors. $10/month for unlimited private AI language lessons Thats a category shift. And what"
X Link 2025-06-06T16:48Z [---] followers, [----] engagements
"@Andrecabv @ZaStocks Wouldn't mind that $IBKR is elite both as a platform and as a stock"
X Link 2025-06-06T19:49Z [---] followers, [---] engagements
"@YodaStockInvest $MELI is quite "boring" too"
X Link 2025-06-06T20:09Z [---] followers, [----] engagements
"If $IBKR gets added to the S&P [---] its more than deserved. Outstanding platform. Outstanding company"
X Link 2025-06-06T20:47Z [---] followers, [---] engagements
"Many avoid geopolitics. But it shapes everything around us: markets technology power. And few companies are more critical to the Western World than: $NVDA $TSM $ASML $PLTR $TSLA $GOOGL and $RKLB. None of them can be allowed to fail or even to fall short of their potential"
X Link 2025-06-06T22:24Z [---] followers, [---] engagements
"@TheLongInvest The market prices in the scalability too. And Palantir is one of the most important companies for scaling Western civilization. Alex Karp talk about this in his book so if you really compare $PLTR with $UNH I strongly advise reading"
X Link 2025-06-07T14:05Z [---] followers, [----] engagements
"@StockSavvyShay Nice list and I like that you recognized $MELI. May I add $KO :)"
X Link 2025-06-08T18:21Z [---] followers, [----] engagements
"$RKLB and $ASTS might take off tomorrow with SpaceX suddenly caught in uncertainty. Here's a funny twist: many consider SpaceX overvalued but at a $400450B raise its at 2529x P/S. $RKLB Its trading at 31x. Sure forward matters but current also has a say"
X Link 2025-06-08T19:55Z [---] followers, [---] engagements
"$NBIS up 77% in the last month. The market is beginning to realize"
X Link 2025-06-09T08:17Z [---] followers, [---] engagements
"So what do you think is the crux of the issue here apart from declining car sales which also hit Toyota Mercedes VW and Stellantis and Tesla's CEO being a PR disaster If one values Tesla as an automaker then it's worth noting that the general trend in the industry is negative"
X Link 2025-06-09T11:19Z [---] followers, [--] engagements
"I'd just like to add that the general trends in automotive industry are stagnant or negative with Mercedes VW Toyota and Stellantis all experiencing declined sales some much worse than Tesla. The only notable exception is GM so it doesn't feel fair to single out Tesla for this"
X Link 2025-06-09T12:02Z [---] followers, [---] engagements
"All the stocks Im closely tracking are in bullish mode: $RKLB $ASTS $NBIS and $HOOD. $HIMS is moving sideways but with the annual shareholder meeting coming Thursday a breakout signal isnt off the table. Time to grab some 🍿and build capital"
X Link 2025-06-09T15:56Z [---] followers, [---] engagements
"A week ago $HIMS acquired Europe-based Zava effectively doubling its customer base. But heres what most missed: Zava already distributes a range of $LLY products. So Eli Lilly just got involuntarily pulled into Hims' orbit. Now they have two options: [--]. Insist on full distribution control and lose Zavas share. [--]. Formalize a partnership with $HIMS on new terms. Globally. I think its the latter. And if it happens it sends shockwaves. It means $HIMS now has formal ties with both $NVO and $LLY the two pharma giants. At that point the rest of the industry follows. Not by choice but by necessity."
X Link 2025-06-10T10:49Z [---] followers, [---] engagements
"$AAPL is quietly losing cultural relevance. iPhones no longer the status symbol it once was. Liquid glass might even get ridiculed. Cook built on Jobs momentum magnificently. But the magic feels gone. Now theyre just trying to prove theyre still doing something fixing what isn't broken. Almost like they sense a second great decline coming"
X Link 2025-06-10T20:29Z [---] followers, [---] engagements
"@StockMKTNewz @finchat_io $AAPL is an iPhone company. Half its sales come from one product. And the iPhone is pretty much like Coca-Cola now. No room for innovation. Yesterdays major iOS changes are like tweaking a bottle of coke. High risk low reward. Not sure how long these sales can hold on"
X Link 2025-06-11T12:06Z [---] followers, [--] engagements
"This is why we love Hims House. Brilliant insight. We can only speculate why $LLY rejected a $HIMS partnership but maybe theyre trying to block what they think could be a formidable rival. If so its already too late. Next time at the table the terms wont be as friendly. 🚨 $HIMS HOUSE SPECIAL REPORT Today Eli Lilly's $LLY CFO made it clear: Lilly will only partner with telehealth firms that agree to stop selling compounded GLP-1s. Lilly's first partnership was with Ro last December followed by LifeMD and Noom earlier this year. We now know https://t.co/JwrhiUXsS7 🚨 $HIMS HOUSE SPECIAL REPORT"
X Link 2025-06-11T21:23Z [----] followers, [----] engagements
"Checked Boeing $BA after the tragic crash in the news. The company is genuinely awful: income statement balance sheet cash flow you name it. Its a mess. More red flags than on a wet F1 race"
X Link 2025-06-12T10:50Z [---] followers, [---] engagements
"@Frobessss @alc2022 Ive been studying this a lot and this is my current standing. But its not carved in stone. I was once a skeptic about $NBIS too and now I own it"
X Link 2025-06-14T06:16Z [---] followers, [---] engagements
"$HOOD and $SOFI are both 20-year bets. Youre betting an entire generation of young people will choose faster more convenient and more powerful tools for private banking investing and wealth management rather than wait for older generations to move away from legacy banking. The shift is already happening quarter on quarter"
X Link 2025-06-14T06:43Z [---] followers, [---] engagements
"@SimpleCRE Omg one of the best corners on Earth. Switzerland is a fairy tale country. Enjoy the views :)"
X Link 2025-06-14T09:16Z [---] followers, [---] engagements
"These are all solid arguments can't disagree too much. The questions are to which extent rockets become a commodity or how much margin points one gains by using in-house rocketry and to which extent patents protect you. There are always multiple ways to develop a technology without infringing a patent especially when it comes to space antenna hardware but this tech is 90% about sofisticated software to interpret very weak signals coming from Earth and to serve multiple users by project multiple signal beams. Digital beamforming is already a mature technology maybe not in this specific space"
X Link 2025-06-14T14:03Z [---] followers, [---] engagements
"Tomorrow could be the day Hers starts being priced in $HIMS. Lets see if the markets finally ready to connect the dots. Get a taste June [--]. https://t.co/ggFuBRmcPP Get a taste June [--]. https://t.co/ggFuBRmcPP"
X Link 2025-06-17T16:11Z [---] followers, [---] engagements
"@Highonstocks_ @TheLongInvest I guess because they own Big Pharma. I know Citi for sure holds $UNH $LLY and $PFE. So by delaying $HIMS' growth as much as possible they're giving leverage to their own investment. Simple as that. Or could be more complicated and beyond my understanding"
X Link 2025-06-18T07:25Z [---] followers, [---] engagements
"$HIMS keeps delivering. At this point moves like these feel less like surprises and more like the grand plan unfolding. Andrew Dudum and his world-class team arent just scaling theyre building for long-term dominance. Every move feels precise deliberate and part of a grand strategy well only fully grasp in hindsight. Feels like were watching the $NFLX of healthcare being built in real time. I try to stay emotionally detached when investing but being early here Hard not to feel proud. An apple a day Maybe a stock a day. What launches tomorrow took many years to perfect. From the industrial"
X Link 2025-06-18T09:33Z [---] followers, [---] engagements
"If you like $ASML learn to time your entries. This is a highly cyclic business. At the end of each high-revenue cycle price-to-sales ratio is deflated and looks so attractive luring you into a value trap. How you can tell that $ASML is a cyclical business👇 https://t.co/jGSCLUKl25 How you can tell that $ASML is a cyclical business👇 https://t.co/jGSCLUKl25"
X Link 2025-06-18T12:05Z [---] followers, [---] engagements
"Sam Altman mightve exaggerated the figure a bit but thats beside the point. What matters is $META is actively trying to recruit from OpenAI. That signals whos (still) leading in LLMs and agents. And the fact that OpenAI seniors are staying despite having lucrative offers elsewhere signals they're fully on board with the mission. OpenAI will be so hard to displace from this throne. Sam Altman says Meta $META offered OpenAI staff $100 million bonuses as Mark Zuckerberg ramps AI poaching efforts per CNBC Sam Altman says Meta $META offered OpenAI staff $100 million bonuses as Mark Zuckerberg"
X Link 2025-06-19T14:48Z [---] followers, [---] engagements
"@ng_investing Yes. Also for capex-intensive businesses few things are worse than high interest rates and $NBIS has had its capex cycle in such conditions. Admirable"
X Link 2025-06-19T16:54Z [---] followers, [---] engagements
"That's a very good point and $NBIS had the advantage of having access to European money which is obviously cheaper now than the US money. But if I'm correct ECB gradually reduced the rates in several instances over the last [--] months. So just a few months back the rates were not as favorable. Meanwhile it's still not a good period for US sm caps. And this is likely bullish for $NBIS as their Americal sm data center rival companies can't get the money as easily to scale. So Nebius is currently well positioned to fill in this gap"
X Link 2025-06-19T17:22Z [---] followers, [---] engagements
"@InvestingVisual Nice visual but $HIMS literally has no competition neither now nor in sight"
X Link 2025-06-19T21:59Z [---] followers, [---] engagements
"Im not a fan of Sam Altman. I think Elon is right about him. I believe Mira Murati and Ilya Sutskever had good reasons to distance themselves. I dont trust him and Id never do business with him. But Id absolutely invest in OpenAI if they IPO. Theyve fended off $GOOGL over the last [--] years and built a real moat. ChatGPT is the only LLM most non-tech people know. For developers their agents are the best in class. Altman reminds me of Larry Ellison: ambitious untrustworthy and ruthless. And thats exactly why OpenAI will win"
X Link 2025-06-19T22:15Z [---] followers, [---] engagements
"Little $HIMS math. Management guides to $6.5B in sales by [----]. That feels conservative given recent developments and doesnt account for potential exponential growth effects which cant be ruled out. Lets say it hits $8B. Apply a slightly higher multiple than today say 10x (still modest if it becomes a hot property) and thats 6x from here to around a $360 stock price. And this doesnt even include exponential effects like we saw with $AMZN or $NFLX which $HIMS is clearly modeled after. Just thinking out loudnot a recommendation or financial advice. Do your homework. If you find this kind of"
X Link 2025-06-20T11:53Z [---] followers, [---] engagements
"If $HIMS hits that exponential growth curve and triggers real FoMo the multiple wont stay at sub-10x. 2030x becomes very possible. Momentum and public perception do wild things to valuation. $HIMS is trading just over [---] times sales. Quite reasonable for a company growing this fast. $HIMS is trading just over [---] times sales. Quite reasonable for a company growing this fast"
X Link 2025-06-20T16:18Z [---] followers, [---] engagements
"@Ashton_1nvests $MELI 🤤 Free cash flow cow of Latin America"
X Link 2025-06-20T18:14Z [---] followers, [---] engagements
"Yes one of the nicest descriptions of the origins of $MELI and $NU youll find on this platform. @Ashton_1nvests You know what I like about many of these names like $MELI and $NU Theyre all founded by people who had the opportunity to live in the U.S. and enjoy the nice life but instead they chose to go back to their home country and create opportunities for their own people. Theyre @Ashton_1nvests You know what I like about many of these names like $MELI and $NU Theyre all founded by people who had the opportunity to live in the U.S. and enjoy the nice life but instead they chose to go back"
X Link 2025-06-20T18:16Z [---] followers, [---] engagements
"@YodaStockInvest Seriously low-valued. Do you believe in the business side There's so many streaming services. What makes $FUBO different Just curious"
X Link 2025-06-20T22:03Z [---] followers, [---] engagements
"@YodaStockInvest Sounds interesting. You're from the US Are young Americans still interested in sports In Europe interest is declining"
X Link 2025-06-20T22:09Z [---] followers, [--] engagements
"@YodaStockInvest My man :) I lived in Eindhoven and used to watch PSV. Thanks for the info"
X Link 2025-06-20T22:14Z [---] followers, [---] engagements
"@YodaStockInvest Possibly though it's not among my current priorities. But I'd like to learn about it"
X Link 2025-06-20T22:27Z [---] followers, [--] engagements
"@YodaStockInvest Hahah then I hope the Dutch won't mind when I say you guys are either into barrels of beer on Saturday nights or stock investing. I love Dutch people"
X Link 2025-06-20T22:29Z [---] followers, [--] engagements
"If I were building an investing course there are very few companies Id use over the king of Latin America $MELI as a textbook case of growth scaling cash generation ROIC and moat-building. An incredible business"
X Link 2025-06-21T08:38Z [---] followers, [---] engagements
"An insightful thread on $FUBO for anyone following the story or considering the stock. Worth the read. My thread on $FUBO merger No massive new insights but a good read to make sure you're up to date with everything My thread on $FUBO merger No massive new insights but a good read to make sure you're up to date with everything"
X Link 2025-06-21T09:07Z [---] followers, [---] engagements
"@planninghottest @DividendTalks I don't know about $NVDA. $ASML builds machines for $TSM which builds chips for $NVDA. Perhaps these machines need to be replaced or upgraded every [--] years which explains this cyclic behavior"
X Link 2025-06-22T16:33Z [---] followers, [--] engagements
"Coca-Cola $KO owns just 15% of the beverage market and its a global icon with Warren Buffetts stamp of approval. But if $TSLA doesnt take 100% of the robotaxi business some folks here will act like its a failure. Make it make sense"
X Link 2025-06-22T21:21Z [---] followers, [---] engagements
"$NVO unilaterally walking away from the $HIMS partnership and $LLY rejecting a deal outright both suggest one thing: $HIMS might be better off ignoring legacy pharma altogether and building on its own infrastructure even if it takes a bit longer. Convincing these players to embrace the personalized healthcare mission is like trying to get taxi drivers to support robotaxis"
X Link 2025-06-23T12:52Z [---] followers, [---] engagements
"@mind1nvestor I'm sorry but your charts surely knew nothing about $NVO pulling out of the agreement. Without this earthquake the stock was more likely to keep heading north. I appreciate your work but please don't take credit for a guess that turned out to be accurate only due to luck"
X Link 2025-06-23T14:33Z [---] followers, [----] engagements
"Between $HIMS doing something immoral which would be unfathomably stupid given their trajectory or $NVO fabricating an excuse to exit the partnership the latter seems far more likely. $HIMS leadership includes names like Kre Schultz (ex-$NVO) Nader Kabbani (ex-$AMZN) and others with backgrounds at $NFLX $NKE etc. None of these world-class executives have left under suspicious circumstances unlike what we saw at OpenAI with Mira Murati and Ilya Sutskever. That says far more than a single statement from one pharma giant. If they do leave then its time to dig deeper. For now a collective calm"
X Link 2025-06-23T15:29Z [---] followers, [---] engagements
"Just a reminder: semaglutide patentsthe cash cow of $NVO expire in [----]. Are the Danes starting to feel the heat"
X Link 2025-06-23T15:36Z [---] followers, [--] engagements
"@RahulSetty_ The fact you've reacted like this and sold your shares before even hearing out the other side shows you're an emotional investor. Not bullish for your account"
X Link 2025-06-23T16:43Z [----] followers, [----] engagements
"$HIMS has a beta of [---]. And $TSLA [---]. Volatility is part of the package. I get it money triggers emotion. But dont let days like this dictate your mood. Thereve been plenty before and therell be more on their roads to becoming steady cash flow machines"
X Link 2025-06-23T17:56Z [---] followers, [---] engagements
"I get that $HIMS is trending and the algorithm knows I like the stock. But my feed feels like an infinite $HIMS loop. X has fully embraced Metas social black hole algorithm. No escape"
X Link 2025-06-23T19:53Z [---] followers, [---] engagements
"The hell day ends: $HIMS -35% in a single session. Posting this to remind my future self: I didnt react emotionally. I stayed true to my deepest conviction. The healthcare revolution is well underway. It can be delayed even set backbut it cannot be stopped. Convenience always wins"
X Link 2025-06-23T20:09Z [---] followers, [---] engagements
"@JOBhakdi $TSLA already prices in a good portion of the robotaxi success"
X Link 2025-06-23T20:59Z [---] followers, [----] engagements
"Narratives are funny. $AMZN was once just a Harry Potter online bookstore. I long for the day the GLP-1 era is over $HIMS should trade based on what it truly is: A telehealth platform delivering healthcare in the most convenient and compelling way A platform built not just to survive but to help you live your best life A personalized medicine https://t.co/tIyGaBhSTe I long for the day the GLP-1 era is over $HIMS should trade based on what it truly is: A telehealth platform delivering healthcare in the most convenient and compelling way A platform built not just to survive but to help you live"
X Link 2025-06-24T09:53Z [---] followers, [---] engagements
"@DataDInvesting $SOFI needs to do better. Considering they already have the technology which they used and perfected before this is borderline incapable"
X Link 2025-06-24T18:52Z [---] followers, [---] engagements
"@mvcinvesting I think its smarter for $HIMS to back off here. Theyre likely not doing anything illegal but theyre not operating in a clear white area either. Better to keep building than risk having part of their business model left to a judges interpretation"
X Link 2025-06-25T05:57Z [---] followers, [---] engagements
"Entire market is overpriced and will become even more in the coming years. We're witnessing the fastest ever scaling of economy driven by automation and AI. In spite of these multiples these companies will all likely multiply their valuations in the coming decade. I'd also like them to trade at 5-10x but those times are gone I'm afraid. Feel free to follow for more educational content"
X Link 2025-06-25T12:52Z [---] followers, [---] engagements
"@mvcinvesting True but it's not too difficult to spot them. If they throw around exorbitant prices or see $NVO's exit as bullish it's a red flag"
X Link 2025-06-25T17:13Z [---] followers, [----] engagements
"Uhm actually not. I own the stock and I believe it will get me a lot of money in the long run but I'm also trying to develop a balanced view. In that sense I really appreciate hearing bearish remarks because you won't find any in the $HIMS loop. Learning and understanding is outside the comfort zone"
X Link 2025-06-25T17:42Z [---] followers, [---] engagements
"@Tiger_Strat @mvcinvesting Good points but I think the community is not that relevant here. Last time I checked big institutions held 75% of the shares. So even when in herd there is only so much price action that the X community can drive"
X Link 2025-06-25T17:50Z [---] followers, [---] engagements
"For those calling stocks like $PLTR or $HIMS overhyped and using that as a reason to exit or avoid them just imagine how hyped $AAPL was in [----]. Luckily we didn't see it. Im not saying these stocks will yield the same returns. Im saying hype is a non-argument. What matters is the thesis fundamentals and leadership"
X Link 2025-06-25T18:28Z [---] followers, [---] engagements
"@TheRayMyers When in economic history has a growth curve been so steep as today Nearing the AI-automation singularity changes the game completely and that $PLTR multiple will be a norm for future transformational companies. Get used to it"
X Link 2025-06-26T05:52Z [---] followers, [----] engagements
"It wont be easy for EU bureaucrats to accept that their best shot at AI infrastructure is a company backed by Russian capital leadership and engineers. But they wont have a choice. $NBIS has already done the groundwork to scale toward becoming Europes ultimate AI infrastructure layer. This addition only confirms the thesis. JUST IN: $NBIS AI Studio adds Devstral the leading open-source LLM for coding agents. 🔥 Nebius AI Studio the companys Inference-as-a-Service platform has just integrated Devstral from Mistral AI a high-performance open-source language model optimized for software"
X Link 2025-06-26T10:37Z [---] followers, [----] engagements
"Today is $NKE earnings day. Im not expecting great numbers and the market could react negatively possibly pushing down the price to levels that are hard to ignore. Its still a leading global sports brand with a new CEO who knows the company better than he knows himself. Watching closely"
X Link 2025-06-26T12:30Z [---] followers, [---] engagements
"Interactive Brokers $IBKR is a beautiful platform and an even better business. Accounts up 32% YoY equity up 23% DARTs up 50%. One of the most impressive under-the-radar stocks out there. A boring compounder"
X Link 2025-06-26T14:27Z [---] followers, [---] engagements
"It took exactly two days for the market to forget all the $HIMS drama. Brand damage Legal risks Gone with the wind. Back to healthcare revolution mode. The market is fully bipolar"
X Link 2025-06-26T17:24Z [---] followers, [---] engagements
"Across the entire AI industry Europe only has $ASML and $NBIS. The former is a critical layer. The latter could become one. For a continent of this scale thats a staggering defeat"
X Link 2025-06-26T18:14Z [---] followers, [---] engagements
"This only confirms that $META is all-in on AI. When a CEO goes to these lengths it speaks volumes about how high the stakes really are. $AAPL is the only Mag [--] company that still doesn't get it. Mark Zuckerberg poached three OpenAI researchers Lucas Beyer Alexander Kolesnikov and Xiaohua Zhai for Meta's $META superintelligence project. He reportedly offered $100 million bonuses per WSJ Mark Zuckerberg poached three OpenAI researchers Lucas Beyer Alexander Kolesnikov and Xiaohua Zhai for Meta's $META superintelligence project. He reportedly offered $100 million bonuses per WSJ"
X Link 2025-06-26T20:40Z [---] followers, [---] engagements
"I entered $SOFI at the worst possible time January highs right before tariffs and trade war headlines. Today Im finally even. Ive often criticized the company for slow product velocity and still cant grasp why reintroducing crypto takes this long. But the vision and membership growth are simply outstanding. Feels like this could still turn into a special story"
X Link 2025-06-27T09:52Z [---] followers, [---] engagements
"A green candle a day when $NVO stays away. $HIMS peace era begins"
X Link 2025-06-27T14:02Z [---] followers, [---] engagements
"@udelqb12 Got it. ASTS has partnerships with Verizon AT&T and Vodafone among others. So why is there a legal battle with them"
X Link 2025-06-28T17:02Z [---] followers, [--] engagements
"@A_May_MD Current P/S is around [--]. Even a mature sector company like $NVO trades at [--]. It's quite low actually for a growth company"
X Link 2025-07-01T18:41Z [---] followers, [---] engagements
"@A_May_MD @StockTrader_Max A bit of everything. Growing member numbers growing Hers segment gummies incoming wearables and diagnostics AI flywheel. All this excluding peptides which I agree are controversial but by no means a thesis killer. I respect your skepticism and we can agree to disagree"
X Link 2025-07-01T18:49Z [---] followers, [---] engagements
"@A_May_MD @StockTrader_Max I think menopause will be big. AI flywheel is the algorithm that you keeps you on X YouTube or Netflix. But you know that already. Also what does Amazon sell now Used to sell Harry Potter big time"
X Link 2025-07-01T18:52Z [---] followers, [--] engagements
"Some quick P/B and RoE comparisons across insurance names: $OSCR: P/B [----] ROE 2.80% $UNH: [----] 15.88% $MET: [----] 15.41% $CNC: [----] 12.65% $ELV: [----] 14.83% $LMND: [----] -31% $OSCR trades at a premium but it has the growth to back it up and tons of room to improve operational efficiency having just broken margin and cash flow positive. If $OSCR can translate member growth into stronger RoE through improved monetization and efficiency the upside could be huge. A potential multi-bagger if execution continues"
X Link 2025-07-02T21:34Z [---] followers, [---] engagements
"$NBIS today is what $HOOD was three years ago an exceptional company with standout leadership and vision just one year after going public. In those three years $HOOD returned 11x. Lets see what $NBIS can do over the same stretch after spending the last [--] months quietly building core infrastructure with most of the fruit still hanging on the tree"
X Link 2025-07-07T11:26Z [---] followers, [----] engagements
"@DrDominicNg That medical science thought neurons can't be formed by exercise or intense thought process until this week is frankly not a good picture for medical science. What else are we taught wrong"
X Link 2025-07-07T15:04Z [---] followers, [---] engagements
"If OpenAI turns cash flow positive in the next [--] years and maintains its market share itll go down as one of the greatest business feats. Realistically their odds of success are low facing huge pressure from $GOOGL $META which poaches their top talents an exceptional company that is Anthropic and even the mighty state of China"
X Link 2025-07-08T19:36Z [---] followers, [---] engagements
"$PEP dividend is currently higher than its free cash flow and likely not sustainable. In simple terms: theyre currently inventing cash out of thin air just to keep paying it. Pepsi v. Coca-Cola Why does Coca-Cola now trade at such a premium to Pepsi Dividend Yield: $PEP: 4.23% $KO: 2.87% https://t.co/inOHbp5wHH Pepsi v. Coca-Cola Why does Coca-Cola now trade at such a premium to Pepsi Dividend Yield: $PEP: 4.23% $KO: 2.87% https://t.co/inOHbp5wHH"
X Link 2025-07-09T07:47Z [---] followers, [---] engagements
"@mvcinvesting It's a major step and fantastic news though I don't like how they always somehow put semaglutide at the very front. $HIMS is more than a semaglutide company but they still act like one"
X Link 2025-07-09T13:40Z [---] followers, [---] engagements
"Novo Nordisk $NVO apparently let its semaglutide patent lapse in Canada over a $450 fee or just sheer negligence. Now in a country where [--] out of [--] people are overweight or obese $HIMS can serve the market with compounded semaglutideno patent barriers no controversy. An absolute gift from heavens. 🚨 BREAKING: $HIMS TO EXPAND TO CANADA IN [----] - Launch comes as generic semaglutide hits the market for the first time anywhere in the world - [--] of [--] adults in Canada are overweight - Access to GLP-1s historically limited by high cost + availability https://t.co/1Rjw9RqIll 🚨 BREAKING: $HIMS TO"
X Link 2025-07-09T13:54Z [---] followers, [---] engagements
"Some quick $HIMS math after the Canada expansion: [----] weight loss sales are guided at $725M and almost entirely U.S. based. Canada is 1/10 the U.S. market and comparably obese. If semaglutide ( of total sales) scales proportionally thats 3.5% added upside just from Canada. And the bigger $HIMS gets the harder it becomes to challenge. Scale reduces legal risk. Huge win"
X Link 2025-07-09T14:11Z [---] followers, [---] engagements
"@ThePonderor @SpaceInvestor_D Be careful with cautious thoughts about $ASTS here"
X Link 2025-07-09T16:26Z [---] followers, [---] engagements
"It takes an idiot to sell $TSLA after the Grok [--] announcement. I had concerns about Elons antics and questioned whether hed lost focus. He might have but Grok [--] proves that operationally hes still executing as sharply as ever. Yeah I know Tesla and xAI are separate companiesbut in my mind theyre one. And its becoming obvious theyll converge inside Optimus sooner or later. Huge respect for those who increased their positions in recent pullbacks"
X Link 2025-07-10T09:10Z [----] followers, 23.1K engagements
"@elonmusk In my mind Grok [--] is Elons biggest win yet. Bigger than Tesla cars autonomous driving Starship launches or Neuralinks human implants. The scientific breakthroughs Grok might unlock are virtually infinite. Welcome to the singularity"
X Link 2025-07-10T09:28Z [---] followers, [--] engagements
"The Grok [--] announcement heavily decreases the chances of OpenAI staying relevant over the next [--] years. Their prospects of holding off Elon Musk with his army of AVs and humanoid robots $META throwing hundreds of millions at their top talent $GOOGL an exceptional and operationally much more efficient company that is Anthropic the state of China and even their genius co-founder and chief architect Ilya Sutskever now with SSIare looking rather gloomy"
X Link 2025-07-10T09:50Z [---] followers, [---] engagements
"The companies could merge or xAI could simply outsource its models to $TSLA in exchange for real-world data to refine them further. There are several integration paths and only Elon knows which hell take. But in my opinion the least likely outcome is that Tesla and xAI are kept on totally separate tracks. It wastes the potential of both"
X Link 2025-07-10T12:45Z [---] followers, [---] engagements
"I see people on the app downplaying xAIs lead in this chart saying its only two index points ahead of OpenAIs o3-pro. Well thats a linear view of something exponential. In AI even a small edge in reasoning power compounds fastleading to better training data which leads to even stronger future models. Its a feedback loop. Assuming current AI paradigms still allow gains without brute-force GPU scaling xAIs lead might be far more meaningful than it looks. And do they allow Yann LeCun and many top researchers would argue they dont. But thats a whole other conversation"
X Link 2025-07-10T12:59Z [---] followers, [---] engagements
"$HOOD at $100. Expected after the $BTC surge. Robinhood is a Bitcoin company the same way $HIMS is a GLP-1 company. They arent really but the market treats them like they are"
X Link 2025-07-11T14:09Z [---] followers, [---] engagements
"I have to agree with this. This is from my post maybe a week ago. Some quick P/B and RoE comparisons across insurance names: $OSCR: P/B [----] ROE 2.80% $UNH: [----] 15.88% $MET: [----] 15.41% $CNC: [----] 12.65% $ELV: [----] 14.83% $LMND: [----] -31% $OSCR is not undervalued"
X Link 2025-07-12T03:53Z [---] followers, [---] engagements
"Seems like $GOOGL beat OpenAI in the race to acquire Windsurf maker of a popular AI coding assistant. To me this confirms two things: First $GOOGL is cementing itself as the leader in AI coding infrastructure with a strong Gemini model cloud services and soon an agentic coding interface through Windsurf. And second it shows that even OpenAI doesn't believe in its Codex AI assistant. OpenAI is now feeling pressure from all sides: $GOOGL buying out competitors $META poaching their top talents xAI with a seemingly mighty Grok [--] Anthropic partnering with $AMZN and the Chinese. If ChatGPT-5 doesnt"
X Link 2025-07-12T11:40Z [---] followers, [--] engagements
"Seems like $GOOGL beat OpenAI in the race to acquire Windsurf maker of a popular AI coding assistant. To me this confirms two things: First Google is cementing itself as the leader in AI coding infrastructure with a strong Gemini model cloud services and soon an agentic coding interface through Windsurf. And second it shows that even OpenAI doesn't believe in its Codex AI assistant. OpenAI is now feeling pressure from all sides: Google buying out competitors $META poaching their top talents xAI with a seemingly mighty Grok [--] Anthropic partnering with $AMZN and the Chinese. If ChatGPT-5 doesnt"
X Link 2025-07-12T12:17Z [---] followers, [---] engagements
"The second month after earnings is statistically the best time to buy. Great stocks often pick momentum on strong calls then gradually deflate back to support levels. If expectations start building again they often rally into the next report. Im watching $NBIS closely with this pattern in mind. The next call is already set for July [--] just two months after the last one. Its not about market timing I dont believe in that. Its about dancing to the rhythm"
X Link 2025-07-12T13:29Z [---] followers, [---] engagements
"@EndicottInvests ZAVA management undersold the company. Did then even realize $HIMS would need to spend more just to build the infrastructure and trust in Europe which is a notoriously difficult playground"
X Link 2025-07-13T07:00Z [---] followers, [---] engagements
"Id love to see $HIMS partner with elite athletes. Theyre already spending heavily on marketing. Carlos Alcaraz is the perfect face for elite performance health and lookseverything $HIMS strives to offer its customers. And the timing fits with the recent ZAVA acquisition opening up the European market. Hope @AndrewDudum reads this"
X Link 2025-07-13T17:53Z [---] followers, [---] engagements
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