[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MikeLongTerm Mike Advanced Micro Devices (AMD) is making significant strides in the AI chip market, particularly with its partnership with OpenAI and the development of its MI450 chip. The company's stock has been gaining attention from analysts, with several firms upgrading their price targets and issuing buy ratings. AMD's CEO, Dr. Lisa Su, has confirmed the company's ability to supply millions of chips, which could lead to a substantial increase in revenue. ### Engagements: XXXXXXX [#](/creator/twitter::1280587925336530948/interactions)  - X Week XXXXXXXXX -XX% - X Month XXXXXXXXXX +89% - X Months XXXXXXXXXX +943% - X Year XXXXXXXXXX +440% ### Mentions: XXX [#](/creator/twitter::1280587925336530948/posts_active)  - X Week XXX +2.90% - X Month XXX +19% - X Months XXXXX +483% - X Year XXXXX +46% ### Followers: XXXXXX [#](/creator/twitter::1280587925336530948/followers)  - X Week XXXXXX +3.20% - X Month XXXXXX +24% - X Months XXXXXX +174% - X Year XXXXXX +303% ### CreatorRank: XXXXXX [#](/creator/twitter::1280587925336530948/influencer_rank)  ### Social Influence [#](/creator/twitter::1280587925336530948/influence) --- **Social category influence** [stocks](/list/stocks) #417 [technology brands](/list/technology-brands) #1781 [finance](/list/finance) #505 [countries](/list/countries) XXX% [cryptocurrencies](/list/cryptocurrencies) #5478 [exchanges](/list/exchanges) #1607 [travel destinations](/list/travel-destinations) #2669 [automotive brands](/list/automotive-brands) #3713 [currencies](/list/currencies) #944 [social networks](/list/social-networks) XXXX% **Social topic influence** [$grab](/topic/$grab) #1, [$amd](/topic/$amd) #1, [open ai](/topic/open-ai) #16, [$nvda](/topic/$nvda) #9, [$meta](/topic/$meta) #9, [$pltr](/topic/$pltr) #3, [meta](/topic/meta) #939, [long term](/topic/long-term) #12, [$googl](/topic/$googl) #415, [money](/topic/money) #3096 **Top accounts mentioned or mentioned by** [@amd](/creator/undefined) [@palantirtech](/creator/undefined) [@openai](/creator/undefined) [@grabsg](/creator/undefined) [@anthonypytan](/creator/undefined) [@lisasu](/creator/undefined) [@wearehims](/creator/undefined) [@federalreserve](/creator/undefined) [@amazon](/creator/undefined) [@amitisinvesting](/creator/undefined) [@nvidia](/creator/undefined) [@meta](/creator/undefined) [@alipay](/creator/undefined) [@cnbc](/creator/undefined) [@oracle](/creator/undefined) [@microsoft](/creator/undefined) [@softbank](/creator/undefined) [@intel](/creator/undefined) [@klooktravel](/creator/undefined) [@grok](/creator/undefined) **Top assets mentioned** [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Palantir (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Block, Inc. (XYZ)](/topic/$xyz) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Oracle Corporation (ORCL)](/topic/$orcl) [Ethereum (ETH)](/topic/$eth) [DIA (DIA)](/topic/$dia) [Microsoft Corp. (MSFT)](/topic/microsoft) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Block, Inc. (SQ)](/topic/block-inc) [Cream (CRM)](/topic/$crm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) ### Top Social Posts [#](/creator/twitter::1280587925336530948/posts) --- Top posts by engagements in the last XX hours "$AMD FY2026 $70-$100B Revenue Discussion 🧵 TLDR: This is $AMD J-Curve moment. 2026 will be explosive whether bears like it or not. @AMD has positioned itself as a key player in the AI and data center revolution with its Data Center segmentencompassing EPYC CPUs and Instinct GPUs (MI355X/MI450) emerging as the primary growth driver. For FY 2026 (ending December 2026) My AMD's revenue projection is to reach approximately $70B-$100B representing a robust XXX% -XXX% (YoY) increase from the estimated $34.5B in FY 2025 Key revenue contribution: A. MI350 series continue to ramp as expected in H1" [X Link](https://x.com/MikeLongTerm/status/1978067190306799727) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T11:55Z 16.4K followers, 72.9K engagements "$AMD $620/share is too conservative for 2026 🧵 Some quick facts before I dive into this super long thread: $META allocated XX% GPUs to $AMD and XX% to $NVDA @OpenAI allocated 6GW(38%) to $AMD and 10GW to $NVDA My $XXX PT below by end of 2026 was only for 10-15% market share. I believe $AMD is going to have much much higher market share than I projected. The AI accelerator market is exploding projected to reach $XXX billion by 2028(is now heading $1Tril) driven by insatiable demand for training and inference compute in large language models (LLMs) recommendation systems and autonomous" [X Link](https://x.com/MikeLongTerm/status/1975286095882432646) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T19:44Z 16.4K followers, 604.2K engagements "BREAKING $AMD& @OpenAI Dr. @LisaSu confirmed $TSM 2nm MI450 vs $NVDA 3nm On Yahoo🔥🔥 Process Node Advantage: AMD's hybrid approach uses 2nm for the XCD (enabling higher transistor density and efficiency) while employing 3nm for the Active Interposer Die (AID) and Media Interface Die (MID) as noted by GPU leaker Kepler_L2. This gives AMD a massive edge in power efficiency and performance-per-watt over NVIDIA's uniform 3nm design for Rubin. Timeline and Partnerships: The MI450 is targeted for a 2026 launch aligning with AMD's deepened ties to OpenAI which will deploy up to 1GW of MI450" [X Link](https://x.com/MikeLongTerm/status/1976331110297608687) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T16:57Z 16.4K followers, 38.6K engagements "$AMD $NVDA Guidances Excluded all Potential AI Chips revenue or $X from China" [X Link](https://x.com/MikeLongTerm/status/1976666042568233042) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T15:08Z 16.4K followers, 106.9K engagements "$NVDA CEO on $AMD @OpenAI 6GW Deal🔥🔥 OpenAI President @gdb said: OpenAi been investing in AMD software (Current ROCm 7) for a long time. ROCm X with MI450 is expected to be on par with CUDA in 2026. Greg said OpenAI is getting really good performance out of ROCm X enabled through long time partnership. Excited about MI450 with great hardware innovation(pointing to the "secret weapon" (patented) new design" [X Link](https://x.com/MikeLongTerm/status/1977404800481292615) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-12T16:03Z 16.4K followers, 60.5K engagements "BREAKING @PalantirTech is invited to White House🔥 Companies sending representatives to the East Roomevent include Lockheed Martin Microsoft Meta Platforms Alphabet's Google and $PLTR Technologies according to the White House. The guest list also features wealthy individuals and families such as oil billionaire Harold Hamm BlackstoneCEO Steve Schwarzman and Cameron and Tyler Winklevoss. I can't confirm if Dr. Karp is attending or someone else" [X Link](https://x.com/MikeLongTerm/status/1978577920844050631) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T21:45Z 16.4K followers, 58.6K engagements "BREAKING 2nd largest buy on @PalantirTech $PLTR State Street Corp($4.4Tril Fund or $44Tril under management) made a whooping XXXXX% increase or 40498024 shares to total of 82512440 shares Or estimate value long is nearly $5B This made State Street Corp the 5th largest shareholder. 😏" [X Link](https://x.com/MikeLongTerm/status/1857165155487944763) [@MikeLongTerm](/creator/x/MikeLongTerm) 2024-11-14T20:54Z 16.2K followers, 14.4K engagements "$GRAB & Thinking Ahead (MTU)🧵 Grab Dine-Out and Free Grab Map(much more accurate than Google Map) in the SuperApp are some of the greatest enagement drivers for the coming quarters/years. But Grab is missing some features that could drives more eyes/users to its Ecosystem. WeChat has that core (text messaging voice/video calls and group chats) with very minimal ads to retain users' experience. So we must explore new creative features to acclerate Monthly Transacting Users I can think of X different new products that can boost 46m monthly transacting users to 10x. To be the "The Everyday" [X Link](https://x.com/MikeLongTerm/status/1974312719680479233) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-04T03:16Z 16.2K followers, 41K engagements "$GRAB SuperApp & new $X PT From $XXXX My view: CGS projected XXXX% average growth toward 2027. Which is still XX% below my baseline growth projection in the next XX years. $GRAB is far from fair value($50B market cap). You can read the thread below to understand how I got to XX% baseline. SINGAPORE CGS International has upgraded its recommendation on Grab to add from hold previously and raised its target price by XXXX per cent to US$7 from US$5.40 as the brokerage takes on a more positive outlook on the companys financial services segment. The way CGS International analyst Jacquelyn Yow sees" [X Link](https://x.com/MikeLongTerm/status/1975642508395757886) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T19:20Z 16.2K followers, 21.1K engagements "$AMD @OpenAI $TSM @GroqInc CEO 🎙 Jonathan Ross the father of Google TPU on "Is AI a Bubble"" [X Link](https://x.com/MikeLongTerm/status/1975684393097437613) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T22:07Z 16.2K followers, 69.8K engagements "$NVDA New CEO JenSen Huang on CNBC Full🎙 @nvidia and @OpenAI partnership since 2016; different than $AMD and OpenAI deal. OpenAI gonna have to raise funding to fund the Data centers cited OpenAI revenue is growing very fast. @xai & NVDA equity raise Is this a Bubble discussion General AI and Specialized AI AI ecosystem will need more Chip makers US vs China AI Arms Race H1B Energy (implying self-generated energy data center) Demand for computing in the last X months went up substantially Source and Credit: CNBC" [X Link](https://x.com/MikeLongTerm/status/1975905655442612450) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T12:46Z 16.2K followers, 38.6K engagements "For $XYZ Shareholders Randy will be interviewing Satoshi Wednesday October X 2025 4:00-5:05 PM EST" [X Link](https://x.com/MikeLongTerm/status/1975939768333856829) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T15:02Z 16.2K followers, 3767 engagements "I been massively bullish lately on $AMD and $GRAB. And I'm also seeing more and more "delusional" "🤡" or "unrealistic" comments from various posts. WE ARE STILL EARLY Reminded me of the $PLTR endless misinformation years from @georgesoros. Reminded of the Perm bear Gordon Johnson on $TSLA. oh and best of luck shorting @PalantirTech @CitronResearch 🤣 First of all How I'm wrong when I'm up and I been talking about AMD for years and Grab Since Feb and finished my core position on April/May selloff Private portfolio is up✅ Public portfolio is up ✅ All my posts are public and free to search. I" [X Link](https://x.com/MikeLongTerm/status/1975972121370087896) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T17:10Z 16.2K followers, 48.9K engagements "Just in $GRAB & Fiduciary Alliance 13f filing-Fiduciary Alliance($2B Fund) started a brandnew position on $GRAB with 328008 shares. This fund also bought calls" [X Link](https://x.com/MikeLongTerm/status/1976006962757161032) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T19:29Z 16.2K followers, 13.6K engagements "BREAKING $AMD 🤝 $AMZN @awscloud 🔥🔥🔥 "Secret weapon" is WORKING (will link below) Today @AMD and @awscloud announced collaborated latest Amazon EC2 general-purpose instance M8a powered by 5thGen AMD EPYC processors. AWS has collaborated with AMD as the first major cloud provider to launch instances powered by AMD EPYC CPUs. Since 2018 AWS has launched all generations of EPYC CPUs spanning general purpose memory-optimized compute-optimized burstable and HPC instance families AMD EPYC CPU-powered M8a is a strong fit for general-purpose applications that need balanced compute memory and" [X Link](https://x.com/MikeLongTerm/status/1976038848602775848) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T21:35Z 16.2K followers, 19.8K engagements "BREAKING @PalantirTech & National Center for Veterans Analysis $PLTR is awarded $385m VA contract for National Center for Veterans Analysis and Statistics Platform - SaaS solution. Award Details Contract Award Date: Sep XX 2025 Contract Award Number: GS35F0086U36C10B25F0313 Task/Delivery Order Number: Contractor Awarded Unique Entity ID: FSY4LVSBGWB7 Contractor Awarded Name: PALANTIR TECHNOLOGIES INC. Contractor Awarded Address: DENVER CO 80202-5835 Base and All Options Value (Total Contract Value): $385395088.50 General Information Contract Opportunity Type: Award Notice (Original) Original" [X Link](https://x.com/MikeLongTerm/status/1976254179338264796) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T11:51Z 16.2K followers, 45.6K engagements "BREAKING @PalantirTech & Crisis24 🔥🔥🔥 ANNAPOLIS (MD) October X 2025 Crisis24 a global AI-enhanced provider in integrated risk management personal protection medical concierge and crisis consulting today unveiledCrisis24 AiiA Powered by $PLTR Palantir (Crisis24 AiiA) a groundbreaking intelligence platform designed to bring unprecedented actionable foresight and clarity to C-Suite executive decision-makers. By delivering daily head-of-state-level briefings this new platform empowers Fortune XXX chairpersons boards and C-Suite executives with the foresight to navigate uncertainty shape" [X Link](https://x.com/MikeLongTerm/status/1976283463616438379) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T13:47Z 16.2K followers, 16.4K engagements "$GRAB & Talented Software Hub in India 🧵 Grab Holdings Limited Southeast Asia's leading AI SuperApp(75% market share soon to be 90-9%) for ride-hailing Food delivery Financial services Tourism Dine-Out and B2B solutions has maintained a significant engineering presence in India since 2017(Growing workforce). While not always branded explicitly as a standalone "Software hub" Grab's operations in Bengaluru (Bangalore) function as a key technology center focused on in-house software development. This setup leverages India's status as a global tech talent powerhouseranked #6 in the world for" [X Link](https://x.com/MikeLongTerm/status/1976310364380799318) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T15:34Z 16.2K followers, 24.9K engagements "$GRAB I appreciate you Bears. Small order Absolutely Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1976333614653771947) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T17:07Z 16.2K followers, 6282 engagements "$GRAB Short Sellers have small 🍆 energy Context: GRAB SI went from 51m shares(Sept 2024) shorted to 188m shares short(Sept 2025) or XXX% increase How long do they plan to pay 3rd party to hide $GRAB information/catalysts from brokers I called X brokers and they all claimed "we got updates through 3rd party". They never gave me the name of the 3rd party. Otherwise u will see me posting abt this fraud. Shouldn't we have some kind of criminal investigation on these short sellers and 3rd party This is literally fraud I dont have a problem of funds shorting and losing money. But I do have problem" [X Link](https://x.com/MikeLongTerm/status/1976349497505743244) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T18:10Z 16.2K followers, 6511 engagements "BREAKING $GRAB Short Interest New ATH🔥🔥 Called it I knew these idiots gonna do it. GRAB SI Officiially broke another ATH 196321157 shares - source: NASDAQ from 187990000 shares. Total Dollar sold short is $1211301538 Manipulated XX days out of the last XX trading days. What they are betting on: Missed Q3 Earning and a weak guidance. = This is going to fail. Q3 will have Triple Beat with strong Q4 guidance potentailly guiding for $1B revenue in Q4 2025. Most analysts are projecting Q4 at $830-$850m so plenty of upside if guided higher. Weak hand institutions/retail investors = Conviction is" [X Link](https://x.com/MikeLongTerm/status/1976406539901796472) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T21:56Z 16.2K followers, 30.7K engagements "$GRAB Seeing significant interest from Institutions(Q3). We should start seeing more 13f as we get closer to November. What I posted from Q2 we should see familiar funds in Q3 added more. Short Interest should continue to trend to new ATH and ATH and ATH. We should also expect more manipulations incoming. Potentially a short report. Sub Group will be the first to see it. Then I will update the rest to everyone. Will be interesting to learn if "dumb money" sold any to "smart money" in Q3. My estimate is much smaller % than Q2. Q2 was more than 50m shares Grab Basically was tamed from Jan to" [X Link](https://x.com/MikeLongTerm/status/1976463662513795565) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T01:43Z 16.2K followers, 8680 engagements "BREAKING $GRAB 16th day MANIPULATION 🔥🔥 "Short sellers" triggered Algo manipulation since 4:55am abnormal orber book has been detected. This is 16th day out of XX trading days seeing aggressive algo manipulation from $GRAB short sellers. As evidenced by new Short Interest data at ATH or 196321157 shares - source: NASDAQ Short Interest is likely to climb the new ATH next data. This data was settled on 2025-09-30. So we are XX days into new days now. Will update when I get it. No Update on brokers(blamed again on 3rd party) the launch of @BYDCompany EV in multiple cities/regions. BYD to" [X Link](https://x.com/MikeLongTerm/status/1976643608297054677) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T13:38Z 16.2K followers, 15.6K engagements "$GRAB & @Honda & Other Electric Bike Brand 🧵 Grab Holding Southeast Asia's leading AI SuperApp for ride-hailing delivery Fin-Tech TourismDine-Out and B2B Solutions has maintained a longstanding strategic partnership with Honda Motor Co. Ltd. since 2016. This collaboration began with a memorandum of understanding (MOU) focused on enhancing GrabBike (Grab's motorcycle ride-hailing service) across markets like Indonesia Thailand Vietnam Malaysia the Philippines and Singapore. Key elements include: Honda made an undisclosed equity investment in $Grab marking its first foray into the ride-hailing" [X Link](https://x.com/MikeLongTerm/status/1976661840538071253) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T14:51Z 16.2K followers, 4722 engagements "Can $Grab hold $6" [X Link](https://x.com/MikeLongTerm/status/1976717048882643308) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T18:30Z 16.2K followers, 11K engagements "BREAKING $GRAB Tourism Update 🔥🔥🔥 My source is telling me GRAB tourism is extremly busy meaning it is doing well despite it was launched very recently. My guess is @Alipay with 1.7B users and partnerships with X countries' tourism departments really help More airport rides/foods delivery/dine-out. Driven by strong regional tourism recovery and the company's dominant market position. This growth is expected to continue into the holiday season with the company's additional services reflecting this positive trend through revenue growth and increased profitability. September updates highlight" [X Link](https://x.com/MikeLongTerm/status/1976827025173205424) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-11T01:47Z 16.2K followers, 9010 engagements "Silver Hedge $ETH $GRAB Should outperform later. SIlver and gold are doing very well right now" [X Link](https://x.com/MikeLongTerm/status/1977677120274092507) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T10:05Z 16.2K followers, 13K engagements "$GRAB 17th day Manipulation 🔥🔥🔥 TLDR: I bought XXX $GRAB shares. Spotted some abnormal shorting from order book. While this is much less than prior XX days but this still counted as XX days manipulated out of XX trading days. It is safe to assume short sellers are not going to let this go for a while. Long term shareholders should understand what and why they own $GRAB. Alright that is it. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1977743080494104631) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T14:27Z 16.2K followers, 19K engagements "@vatsalBN You can find the answer on prior threads by searching @MikeLongTerm $GRAB short . Bears will be proved wrong again. If u want further analysis considering subscribe to Group discussion" [X Link](https://x.com/MikeLongTerm/status/1977746750392697068) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T14:42Z 16.2K followers, XXX engagements "@Tuffy1cat No. stated it multiple times. If you know how I can get paid from $GRAB let me know. Because I been doing this for free for X months since I initiated first buy" [X Link](https://x.com/MikeLongTerm/status/1977773554524475539) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T16:28Z 16.2K followers, XXX engagements "BREAKING $GRAB upgraded by Jefferies $XXXX PT🔥 Buy Rating Jefferies cited Grab's "strong execution" as the core driver including: Upward revisions to Q3 2025 projections for gross merchandise value (GMV) revenue and adjusted EBITDA. Anticipated acceleration in deliveries GMV via product-led strategies and margin improvements. Mobility segment gains from new user acquisition higher frequencies in Tier X cities and deeper penetration in smaller markets. Rapid growth in financial services. Reduced regional corporate costs" [X Link](https://x.com/MikeLongTerm/status/1977807291643805852) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T18:42Z 16.2K followers, 33.8K engagements "$GRAB Mart(Grocery) Sept-Oct Update 🧵 Sources confirmed GrabMart has seen steady operational expansions and promotional activity in Southeast Asia during this period aligning with broader tourism recovery and AI-driven efficiencies. X. FAMA Collaboration in Malaysia (Ongoing Since September 2025): GrabMart partnered with Malaysia's Federal Agricultural Marketing Authority (FAMA) to digitize over 300+ farmers' market traders (e.g. Pasar Tani Kekal Putrajaya with XX vendors). This includes incubator training via GrabMasterclass boosting SME visibility and sales by 1220% for partners." [X Link](https://x.com/MikeLongTerm/status/1977889245005004903) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T00:08Z 16.2K followers, 17.5K engagements "Do you know why Silver is up massively We can print money but We can't print AI Chips and Energy. I knew this since ChatGpt hype and moved quickly to more Silver and $ETH. $GRAB was recently since FEB but should enjoy the tailwinds with this trend. USD. GRAB Top-Bottom Line Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1977905975777447992) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T01:15Z 16.2K followers, 10.5K engagements "BREAKING $GRAB to avoid $21m fine 🔥🔥🔥 TLDR: Saved $21m for the Q3 ER PUTRAJAYA (Oct 14): The Federal Court on Tuesday quashed the Malaysia Competition Commissions (MyCC) bid to appeal against lower court decisions that overturned an RM86.77 million fine imposed on Grab Holdings Inc in 2019 effectively allowing Grab to avoid the penalty. The three-judge panel chaired by Datuk Abu Bakar Jais denied MyCC leave to appeal against the Court of Appeals decision. Abu Bakar said that MyCC did not meet the threshold for an appeal at the countrys apex court as stipulated under Section XX of the" [X Link](https://x.com/MikeLongTerm/status/1978034514661114270) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T09:45Z 16.2K followers, 7881 engagements "BREAKING $GRAB Q3 ER on Nov 3rd 2025🔥🔥🔥 NEW YORK XX October 2025 - Grab Holdings Limited (NASDAQ: GRAB the "Company" or "Grab") plans to announce its unaudited third quarter 2025 results after the U.S. market closes on November X 2025. The Company's management will hold a conference call to discuss the third quarter 2025 results at: Date and time: 7:00 PM U.S Eastern Time on November X 2025 8:00 AM Singapore Time on November X 2025" [X Link](https://x.com/MikeLongTerm/status/1978075883618349112) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T12:30Z 16.2K followers, 8359 engagements "BREAKING $GRAB 18th day MANIPULATION 🔥🔥 I have seen significant number of my posts are getting reported. Will repost this if this gets removed Spotted 18th days manipulated activities on Order Book out of XX trading days. Don't expect short sellers to go away for a while. They hated the fact that I'm calling them out daily. Alright that is it. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978091835672129567) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T13:33Z 16.2K followers, 22.8K engagements "$GRAB I appreciated you Bears🔥🔥🔥 Keep selling me cheap shares🤌 Absolutely NOT Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978093481101816276) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T13:40Z 16.2K followers, 22.8K engagements "It is ironic that all the banks are calling AI bubble or pullback after they took profit $JPM $BAC $WFC $MS $GS" [X Link](https://x.com/MikeLongTerm/status/1978131609724289361) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T16:11Z 16.2K followers, 1929 engagements "What is $AMD @AMD valuation if hit $70B-$100B revenue by FY 2026" [X Link](https://x.com/MikeLongTerm/status/1978141033255805160) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T16:49Z 16.2K followers, 2537 engagements "BREAKING $GRAB 13f filing- Euro Pacific Asset Management($1.3B Fund) started a brandnew position on $GRAB with 379745 shares Bears are shorting(new ATH) "Smart money" is buying" [X Link](https://x.com/MikeLongTerm/status/1978161082431918452) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T18:08Z 16.2K followers, 16.4K engagements "$GRAB Dine-Out Oct 2025 Update 🔥🔥🔥 Grab AI SuperApp recently launched Dine-Out which allows users to discover reserve tables and access exclusive discounts at participating restaurants directly through the Grab app continues to expand across Southeast Asia. Launched earlier in 2025 it's designed to boost in-restaurant dining by integrating with Grab's superapp ecosystem; no delivery fees involved just high-margin(70-80% w/ 20-35% commission) reservations and promotions. As of early October over 1500 restaurants in Singapore alone are live on the platform with similar growth in markets like" [X Link](https://x.com/MikeLongTerm/status/1978197730297368651) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T20:34Z 16.2K followers, 20.3K engagements "$PLTR 2025 thesis is going "raw"" [X Link](https://x.com/MikeLongTerm/status/1978265291038556262) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T01:02Z 16.2K followers, 6523 engagements "$GRAB Ads Sept-Oct 2025 Update 🔥🔥🔥 AI SuperApp Grab Ads the advertising arm of Southeast Asia's leading superapp Grab continues to demonstrate robust momentum in 2025 driven by its integration into Grab's ecosystem of mobility deliveries fintech and emerging tourism services. As of Q3 2025 (ending September 30) Grab's overall advertising revenue segment reported over XXX% (YoY) growth fueled by enhanced targeting via first-party data AI-powered ad creation tools and expansions in retail media networks (RMNs) This growth persists into early October with no major disruptions from" [X Link](https://x.com/MikeLongTerm/status/1978443828441784586) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T12:52Z 16.2K followers, 14.6K engagements "BREAKING $GRAB 13f Filing- Swedbank AB($290B Fund) increased $GRAB position by XXXXXX% or 507278 shares to a total holding of 561954 shares" [X Link](https://x.com/MikeLongTerm/status/1978456256919588967) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T13:41Z 16.2K followers, 15.1K engagements "BREAKING $GRAB 13f-Filing Vontobel Holding($45B Fund) increased $GRAB position by XXXXXX% or 73266 shares to a total holding of 136934 shares" [X Link](https://x.com/MikeLongTerm/status/1978487298611388450) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T15:45Z 16.2K followers, 5152 engagements "$GRAB $500B Market Cap is Inevitable Long Term🧵 GrabStay-The Next High Margin Segment. No this is not the $500B main thread(will write that later) just a title where I can get your attention to discuss this massive potential segment. Grab Holdings Limited Southeast Asia's AI SuperApp has masterfully evolved from a ride-hailing upstart into a multifaceted ecosystem encompassing mobility deliveries financial services advertising Tourism Dine-out and B2B Solution(GrabMap). With 2025 revenue on track for $3.4$3.5b and adjusted EBITDA guidance raised to $460$480 million but should hit above $500m" [X Link](https://x.com/MikeLongTerm/status/1978506147297452436) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T16:59Z 16.2K followers, 28K engagements "If you enjoy this kind $GRAB or other long term analysis hit the like/repost to help the X Algo. Feel free to bookmark if u want to re-visit. And if you want to support my work further consider subscribe just $0.33/day; Yes you can cancel your X individual account subscription at any time term and condition from @X" [X Link](https://x.com/MikeLongTerm/status/1978509156299727321) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T17:11Z 16.2K followers, 2596 engagements "@CathieDWood @ARKInvest @CathieDWood would u mind elaborate reasoning for full exit on $GRAB SuperApp position The business is re-accelerating with XX% minimum growth from Q4 2025 with new higher margin services deployed weekly. Feel free to read some of my analysis on $GRAB. Thank you" [X Link](https://x.com/MikeLongTerm/status/1978531588850802853) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T18:41Z 16.2K followers, 2604 engagements "You know you own high-quality business when Stock is down 10-20%. You were happy to add more then go to bed happy" [X Link](https://x.com/MikeLongTerm/status/1978662226081862111) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T03:20Z 16.2K followers, 2072 engagements "BREAKING @PalantirTech & @Snowflake 😯😯😯 $PLTR & $SNOW Announce Strategic Partnership for Enterprise-Ready AI & Analytics No-Headquarters/BOZEMAN Mont. & DENVER--(BUSINESS WIRE)--Snowflake (NYSE: SNOW) the AI Data Cloud company and Palantir Technologies Inc. (NASDAQ: PLTR) the industry leading provider of enterprise operating systems today announced a new partnership that integrates Snowflakes AI Data Cloud with Palantir Foundry and Palantir Artificial Intelligence Platform (AIP). With this partnership customers in the commercial and public sectors will be able to build more efficient and" [X Link](https://x.com/MikeLongTerm/status/1978779718942904766) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T11:07Z 16.2K followers, 18.3K engagements "BREAKING $AMD & UAE 🔥🔥🔥🔥🔥 TLDR: If you can't wait for a $Meta deal announcement(official PR) you will be even more excited about UAE Saudi. My projection $70B-$100B revenue FY2026 all excluded these countries potential AI revenue. Saudi or UAE can contribute 10GW of AI infrastructure in 5-10 years. 2026 will change everything due to adoption on AMD "secret weapon" breakthrough on MI450 EPYC processors APU. Today development @AMD and UAE e& UAE Partners with AMD to Build Next-Generation AI Infrastructure for a Sustainable Digital Future The agreement will see the companies explore the use" [X Link](https://x.com/MikeLongTerm/status/1978845801313870312) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T15:29Z 16.2K followers, 9345 engagements "$QQQ $SPY $DIA $IWM $IWO 10y yield finally broke below X% This is very good. Longer end bond yield has to decline naturally for the @federalreserve to cut rates quicker. Very bullish for 2026-2027" [X Link](https://x.com/MikeLongTerm/status/1978893604367040749) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T18:39Z 16.2K followers, 3641 engagements "BREAKING $GRAB & Q4 Tourism🔥🔥🔥 Based on aggregated data from the Pacific Asia Travel Association (PATA) ASEANstats and national tourism boards SEA (covering Indonesia Malaysia Philippines Singapore Thailand Vietnam Cambodia and Laos) is projected to receive 160-170 million international visitors in 2025. A significant increase from 150m visitors. Q4 2025 is estimated to be 30%+ or nearly 50m visitors. The biggest rebound on tourism for SEA. This perfectly aligned with $GRAB SuperApp aggressively expansion on Tourism. $GRAB AI SuperApp is more confirmed at XX% odd to hit $1B revenue quarter" [X Link](https://x.com/MikeLongTerm/status/1978917600198562150) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T20:14Z 16.2K followers, 5696 engagements "$GRAB Experience through @KlookTravel 👀 Indonesia (ID) Malaysia (MY) Singapore (SG) Thailand (TH) Philippines (PH) and Vietnam (VN). It's powered by Klook and focuses on local activities there. XX million monthly visitors with GrabPay(Buy now pay later) Attractions & Theme Parks Tours & Sightseeing Adventure & Outdoor Food & Beverage Local & Unique Activities With over 100000 options worldwide users can filter by location date price group size and ratings. It's not limited to localstourists can book international spots like Universal Studios while in supported regions" [X Link](https://x.com/MikeLongTerm/status/1978989692252037558) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T01:01Z 16.2K followers, 5359 engagements "Guggenheim analyst Michael Morris maintains Alphabet (NASDAQ: $GOOGL) with a Buy and raises the price target from $XXX to $280" [X Link](https://x.com/MikeLongTerm/status/1979162409630581171) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T12:27Z 16.2K followers, 1734 engagements "$AMD & @Adobe 🔥🔥🔥 Every detail matters but not every detail needs hours of manual work. See how AI in Adobe Substance 3D and AMD Ryzen AI Max PRO processors allow Brandon Lerry to move quickly from reference shots to textured dynamic scenes" [X Link](https://x.com/MikeLongTerm/status/1979164809070252084) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T12:37Z 16.2K followers, 6517 engagements "$PLTR $AMD $TSLA $XYZ $GRAB $HIMS $AMZN $GOOGL $COST $WING $BROS $TSM. The key to find high quality businesses is to spend 500-1000 hours trying to learn about the business. For some it can be just XXX hours for most will be 1000+ hours. I love high quality business with pristine balance sheet. Most of them in the early stage are misunderstood That is a good place to start. But are you willing to outwork lazy wall street analysts Peter Lynch may not be a Tech Investor but his investing philosophy shaped my way of finding high quality businesses. I don't judge on share price I see ownership" [X Link](https://x.com/MikeLongTerm/status/1979242952565100760) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T17:47Z 16.2K followers, 5945 engagements "@Jukanlosreve $AMD is 40-50% cheaper with more Helios Rack(2026) due to lower energy consumption vs $NVDA" [X Link](https://x.com/MikeLongTerm/status/1979270205797806246) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T19:36Z 16.2K followers, XXX engagements "BREAKING $GRAB $GOTO $7B deal Update TLDR version: $GOTO Is worthless and $GRAB will not need be forced to buy this for $7B Indonesia prosecutors continued searching Goto Gojek Tokopedia and seized more documents and evidences of $613m ongoing corruption case surrounding stealing money from the fund that was designated to buy Chromebook for poor children. Former Education Minister Nadiem Makarim was questioned more. Last week GoTo CEO Andre Soelistyo and former Tokopedia CEO Melissa Siska Juminto in connection with the case. Melissa now serves as e-commerce director at ByteDance the Chinese" [X Link](https://x.com/MikeLongTerm/status/1948366382556385501) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-07-24T12:55Z 16.3K followers, 133.4K engagements "BREAKING $GRAB & The Legend Martin Ebner Ubs Asset Management Americas Inc is a subsidiary of UBS Americas Inc also belong to UBS Group AG($5.9Tril Fund) increased $GRAB position by XXXXX% or 3659621 shares to a total holding of 20921415 shares from 13f So the legend Martin Ebner with XX% average return is now concentrating his holding on $GRAB. Martin Ebner a Swiss billionaire businessman and investor is indeed known for his strategy of taking large concentrated positions in companies So all the Legends are on this Singapore base company SuperApp. What are you doing 🤔 And this is Not" [X Link](https://x.com/MikeLongTerm/status/1956874533354590222) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-08-17T00:23Z 16.3K followers, 5704 engagements "$GRAB $GOTO 😂 How many time do you have to repeat this This only confirmed the ongoing brand damage and the link Goto/Gojek had with Nadiem in the current ongoing corruption investigation. I don't think $GOTO has much time here. If your company has to come and out repeat the same thing weekly/monthly then may be you are guilty af. The endgame is near. $GRAB to take all market share in Indonesia at $X. I'm glad I followed this closely made a bold call in April/May and now my long term conviction is enhanced and winning. I bet you Gojek drivers/merchants/users are already switching to $GRAB. I" [X Link](https://x.com/MikeLongTerm/status/1965481400183726406) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-09T18:24Z 16.3K followers, 6007 engagements "BREAKING $GRAB $GOTO Update 🔥🔥🔥 Context: Goto(Gojek) is the largest competitor of $GRAB in Indonesia previously lost to GRAB SuperApp in Thai(2021) and Vietnam(2024). Now is losing to GRAB in its home market(Indo) due to corruption investigation that linked founders and the business where Attorney General's Office of Indonesia found the link. Meaning There will be consequences for Goto and brand damage. Indonesia is the largest market for GRAB. Winning Indonesia coulld mean 40-50% growth. TLDR: Goto may go away in 2027 assuming all the best possible outcomes with no confiscation from the" [X Link](https://x.com/MikeLongTerm/status/1970847772942242217) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-24T13:48Z 16.3K followers, 58.9K engagements "$GRAB AI SuperApp & $SE Price War 🧵 Sea Limited has indeed escalated competition through aggressive discounting particularly in food delivery and e-commerce to claw market share from incumbents like Grab. In Indonesia ShopeeFood has offered up to XX% discounts to vendors and users leveraging Shopee's massive user base to subsidize steep promotions and challenge GrabFood's dominance. These price wars have not eroded Grab's core strengths. Grab maintains over XX% market share in deliveries across Southeast Asia dwarfing ShopeeFood and others like Foodpanda. In mobility (ride-hailing) Grab" [X Link](https://x.com/MikeLongTerm/status/1972045615522607480) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-27T21:08Z 16.3K followers, 5481 engagements "BREAKING $GRAB & Another Invesco Fund Buy🔥🔥 $GTDDX - INVESCO Developing Markets Fund(Correction this is a $2Tril fund) started a large brandnew position on $GRAB with 3936644 shares AIM and $GTDDX are also part of Invesco Ltd. Nearly 19m shares in X sitting that sent a clear message to $GRAB Bears While bears are busy shorting and manipulating Grab price action "smart money" and "dumb money" are swallowing the float to prepare for 30-50% revenue growth inflection point(From Q4 2025) Btw GrabMart is gaining traction and showing impressive growth with Tourism Expansion and GrabFin" [X Link](https://x.com/MikeLongTerm/status/1972724869222502536) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-29T18:07Z 16.2K followers, 9087 engagements "$HIMS is a $XXX stock🧵 Hims & Hers Health Inc. @wearehims has transformed from a niche telehealth provider into a high-growth powerhouse in personalized wellness capitalizing on the explosive demand for accessible healthcare solutions. As of October X 2025 the stock trades at approximately $XX implying a market capitalization of around $XX billion. While recent volatilitydriven by regulatory shifts in the GLP-1 weight-loss drug markethas tempered short-term enthusiasm HIMS's fundamentals scream undervaluation. In addition $HIMS has XXXXX % of float shorted or 66530000 shares shorted 2025" [X Link](https://x.com/MikeLongTerm/status/1973498312981463327) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-01T21:20Z 16.3K followers, 5266 engagements "$GRAB Current 5-yr consensus growth is too low🧵 Grab AI SuperApp in SEA has long been undervalued by conservative analyst models that peg its 5-year revenue growth at XX% annually (implying XX% cumulative by 2030) However what we learnt from the last XX days @AnthonyPY_Tan has embraced aggressive growth path/pivots-particularly its tourism( @Alipay @KlookTravel) GrabFin's explosive scaling the Dine Out expansion and the transformative GrabUnlimited partnership with OpenAIreveals a more compelling narrative. Because of these catalysts stock price appreciated 30-50% from the ATL. These" [X Link](https://x.com/MikeLongTerm/status/1975376829029527762) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T01:45Z 16.2K followers, 44.7K engagements "BREAKING $GRAB Dine-Out went Viral-🐐PR✅ @AnthonyPY_Tan is going ALL IN on Dine-Out 🔥🔥 Videos of people working as human Reserved signs in various restaurants in Singapore have surfaced on various social media accounts last week. They were doing absolutely nothing except staring blankly into space. The orchestrated sight naturally drew stares and confusion from passers-by but Grab had a message to send. The core thesis is that this campaign cleverly (and humorously) critiques Singapore's ingrained "chope" culturewhere people "reserve" tables by leaving personal items or having family" [X Link](https://x.com/MikeLongTerm/status/1975585916556079601) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T15:36Z 16.2K followers, 15.3K engagements "$AMD more PT upgrade this morning 🔥🔥🔥 DBS Bank $XXX from $XXX Buy rating @Citi $XXX UBS $XXX Buy Rating Evercore ISI $XXX Outperform rating @WellsFargo $XXX Overweight Rating" [X Link](https://x.com/MikeLongTerm/status/1975862074233471298) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T09:53Z 16.3K followers, 7752 engagements "$AMZN is a $XXX stock. This is similar to the $Googl X months of underperformance. (Amazon is only up XXX% YTD) $AMD been working very closely with @ajassy for new EPYC processors 2026 gen with the 20-50% reduction in latancy2.6x improvement on memory bandwidth up to XX% power efficiency draw. This "secret weapon" is 1/4-1/5 of the MI355 or MI450. And yes @amazon will be buying MI450 too. Don't bet against @JeffBezos unless you want to lose money. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1975993809050976664) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T18:36Z 16.3K followers, 193.3K engagements "Me telling $GRAB short sellers to get out before too late XX days out of XX trading days. Don't lose over $10b like on $PLTR $TSLA and soon on $HIMS And this is why retail investors should not short a stock(margin) if you don't understand what you are doing. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1976224882506510611) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T09:55Z 16.3K followers, 8150 engagements "Silver is up XX% YTD $GRAB is up XX% YTD $ETH is up XX% YTD The biggest hedge is working too well. ETH may pullback sharply this Nov/Dec. And I'm going to add more. I may consider ETH treasury if the price is lower than ETH total holding. Gold and Silver may continue to go up due to the massive deflationary pressure from AI in the next 10-20 years probably or may be the best time for these traditional investment vehicles. Energy stocks aren't in bad position right now as energy is the biggest bottleneck in this massive AI revolution. And you are welcome. Been talking about this hedge for" [X Link](https://x.com/MikeLongTerm/status/1976263316558238012) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T12:27Z 16.3K followers, 6918 engagements "BREAKING $GRAB 15th day MANIPULATION This is the 15th day out of XX trading days seeing aggressive algo manipulation from $GRAB short sellers. I did not see any cheap downgrade/catalyst from bears(HSBC & Google) this morning on Grab. And many of my $GRAB posts are being reported. I'm guessing they hated the idea of me calling them out and posting correct information/catalysts daily. Short Interest is very likely to hit new ATH after ATH toward year end. Disclaimer: I never been paid/offered money by Grab Holding. I'm doing this as a long term shareholder. Part of my contribution to this small" [X Link](https://x.com/MikeLongTerm/status/1976285896140836984) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T13:57Z 16.3K followers, 30.1K engagements "BREAKING $BMNR Short Interest broke new ATH BitMine Immersion Technologies SI went from 13520000 shares to 17584584 shares - source: NYSE or Total Dollar Sold Short = $1035556151" [X Link](https://x.com/MikeLongTerm/status/1976410958676308086) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T22:14Z 16.3K followers, 5182 engagements "BREAKING @PalantirTech & I/O Fund Beth Kindig said "Perfect 100" The central challenge is the companys demanding valuation. Lead Tech Analyst at I/O Fund Beth Kindig notes $PLTR is well beyond a Perfect XX and is rather a Perfect XXX. This refers to Palantirs astonishing forward price-to-sales (P/S) ratio of XXX. In simpler terms the analysis suggests that based on its projected 2025 revenue it would take over XXX years to pay back its current market cap. This stark metric places immense pressure on the company to sustain its extraordinary growth. Meanwhile according to Benzinga Pro PLTR has" [X Link](https://x.com/MikeLongTerm/status/1976645436409516537) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T13:46Z 16.3K followers, 16K engagements "$GRAB Melaka Malaysia🔥🔥🔥 Malaysia's national news service highlights the economic impact of Grab's digital tools on local merchants in Melaka a historic state in Malaysia known for its rich cultural and culinary heritage. Published today it celebrates how technology has driven over RM135 million($32m) in earnings for Grab merchants in Melaka during 2024 alone. This success underscores Grab's role in empowering micro small and medium-sized enterprises (MSMEs) amid the state's push for digital transformation and gastrotourism. Grab's platform has been a game-changer for Melaka's local" [X Link](https://x.com/MikeLongTerm/status/1976702062873170374) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T17:31Z 16.3K followers, 17.4K engagements "$AMD sell-off makes 'absolutely no sense' By Patrick Moorhead" [X Link](https://x.com/MikeLongTerm/status/1976807639066853802) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-11T00:30Z 16.3K followers, 19.2K engagements "$GRAB is growing fast in tourism beautifully The next level is to directly offer local tickets/attraction deals on its platform(add to dine-out). And potentially letting people listing their home/room for rent to create more income like @Airbnb. I talked about this a earlier this year. When i talked abt this people said I'm crazy now we have Dine-Out. That is only logical after this aggressive tourism expansion. Yes Grab can sell it as bundle to tourists.Currently over 150m visitors a year soon will grow to 250m by 2030. Like hey come try this package: "Discounted ridesfood deliveries staying" [X Link](https://x.com/MikeLongTerm/status/1976998156538724692) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-11T13:07Z 16.2K followers, 23.5K engagements "$AVGO @OpenAI $AMD 👀 So OpenAI gonna need to raise around $140B for 2026. I'm curious and nervous at the same time" [X Link](https://x.com/MikeLongTerm/status/1977721772213441023) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T13:03Z 16.3K followers, 4930 engagements "$AVGO @OpenAI Deal After $AMD 6GW Full🧵 TLDR: This should help $AMD not hurting it. Read full analysis below This morning's announcement of a multibillion-dollar partnership between OpenAI and Broadcom (AVGO) to co-design and deploy XX gigawatts (GW) of custom AI accelerators marks another aggressive step in OpenAI's quest to scale its compute infrastructure amid exploding demand for models like GPT-5. Valued at tens of billions over four years the deal focused on rack-scale hardware integrating Broadcom's XPUs (AI accelerators) and networking chips positions Broadcom as a key enabler of" [X Link](https://x.com/MikeLongTerm/status/1977734956731314529) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T13:55Z 16.3K followers, 13.4K engagements "I would love to get paid from $GRAB. Been doing this for X months free now. Combating Misinformation and short sellers at Free.99 daily and got no shares from management. I never been paid by $AMD $PLTR or $TSLA or $HIMS management. If someone knows how to get paid let me know please. Because I'm here providing valued DDs at Free.99 because I chose to give out most of my analysis out with no paywall. Only a small number of followers subscribed. I think I took my analysis much deeper than most wall street analysts. I covered $PLTR $AMD $TSLA $XYZ $HIMS for years. And yes $GRAB was a very" [X Link](https://x.com/MikeLongTerm/status/1977777189316641226) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T16:43Z 16.3K followers, 47K engagements "BREAKING @federalreserve Chair Jerome Powell 🎙 $QQQ $SPY $DIA $IWM $IWO Jpow said the FED may stop Balance sheet runoff" [X Link](https://x.com/MikeLongTerm/status/1978148097332031808) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T17:17Z 16.3K followers, 3066 engagements "10y yield is declining with Oil Price. $QQQ $SPY $DIA $IWM $IWO The @federalreserve is Dovish. They want to stop balance sheet runoff. Oil is declining. Longer end yield is declining. Q2 Earning was decent Q3 should be coming in strong. Very little bearish catalysts in the short-medium term. We may have some speculative companies deflating from 2026- 2027. AI CapEx 2026 will be higher than 2025. Software deployment is much much faster today than prior LLM/ChatGPT. Don't be too bearish. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978165548367376647) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T18:26Z 16.3K followers, 6214 engagements "Hey Mike How $AMD gonna get to $70B-$100B by end of 2026. Dr. @LisaSu just showed you. $META 1-2GW deal is coming baby Context: $META is @AMD largest customer that purchased more than 250000 AI Accelerators and is buying more of MI350X. Meta Platforms and Advanced Micro Devices have maintained a robust evolving business partnership since at least 2021 primarily centered on hardware for data centers AI workloads mobile infrastructure and emerging technologies like the metaverse and open radio access networks (Open RAN). This collaboration positions AMD as a key supplier to Meta helping the" [X Link](https://x.com/MikeLongTerm/status/1978224971056120269) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T22:22Z 16.3K followers, 24.3K engagements "BREAKING $AMD $XXX PT Upgrade from HSBC🔥🔥 HSBC analyst Frank Lee maintains Advanced Micro Devices @AMD with a Buy rating and raises the price target from $XXX to $310" [X Link](https://x.com/MikeLongTerm/status/1978427570698723564) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T11:47Z 16.3K followers, 25.1K engagements "@amitisinvesting" [X Link](https://x.com/MikeLongTerm/status/1978511521870188921) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T17:21Z 16.3K followers, 2258 engagements "Trade war canceled by @jpmorgan $JPM" [X Link](https://x.com/MikeLongTerm/status/1978512218195939805) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T17:24Z 16.3K followers, 3767 engagements "Unpopular take: Credit card debt is much worse than Margin Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978534486238179365) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T18:52Z 16.3K followers, 2121 engagements "$GRAB 19th day Manipulation🔥🔥🔥 XX days out of XX trading days TLDR: Placed a small order on private portfolio. No downgrade/catalyst and spotted significant shorting on $GRAB or abnormal order book in the last X hours. Called it Like I said they are not going to leave this ticker for a while. So be ready for consolidation price action. Short Interest is likely to break above 200m shares in the next data point. Alright that is it. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978544535400538340) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T19:32Z 16.3K followers, 69.5K engagements "BREAKING @PalantirTech $PLTR Introducing TITAN Infantry Utility Vehicle (IUV) the newest TITAN variant optimized for mobility and rapid deployment. Designed developed and delivered in less than XX days with our partners L3Harris Technologies @anduriltech Industries and World Wide Technology" [X Link](https://x.com/MikeLongTerm/status/1978551908521656777) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T20:01Z 16.3K followers, 4804 engagements "BREAKING $AMD $META new 1GW Data Center🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥 TLDR: $META @finkd plans to scale this El Paso Texas AI-focused Data Center to 1GW(similar to @OpenAI 1GW) Context: @Meta allocated XX% AI GPUs purchase (250000+units) to $AMD since early 2025. And HSBC is expected $META to purchase 250-300k units for H2 2025. Yes Meta is AMD largest AI Accelerator customer. The AMD-Meta partnership has matured into a strategic alliance rooted in a shared commitment to open standards and scalable AI infrastructure. This came out after one day confirmed @AMD and @Meta introduced" [X Link](https://x.com/MikeLongTerm/status/1978579098424283339) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T21:49Z 16.3K followers, 50.2K engagements "$GRAB I buy🔥🔥🔥 I can't time the market so I pressed a small buy when I saw new partnership that short sellers paid to hide it on brokers. Accumulation phase. Abosolutely Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978855926602830123) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T16:09Z 16.3K followers, 10.5K engagements "@Meta Saudi/@HUMAINAI will be one of $AMD largest customer long term. It is very hard to fight with facts and data. We are seeing less @AMD bears these days comparing to Apil-July 2025 It is a bad idea to short my long term. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978911507967582396) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T19:50Z 16.3K followers, 1857 engagements "$HIMS Key word "Scheduled"" [X Link](https://x.com/MikeLongTerm/status/1979227213066064187) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T16:45Z 16.4K followers, 8499 engagements "@Tsla1T because wall street is sexist" [X Link](https://x.com/MikeLongTerm/status/1979513950396953046) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T11:44Z 16.3K followers, XXX engagements "BREAKING $GRAB $GOTO Update TLDR: $GRAB is well positioned to take all $GOTO market share as Goto brand is suffering reputation damage. $Goto been issuing this statement before to avoid public brand damage and liability from Nadiem where Indonesian prosecutors found the link between Goto and Founders. $Goto today Friday issued another statement clarifying that Nadiem Makarim recently named a corruption suspect is no longer part of the companys management or operations. Indonesia's Attorney General's Office (AGO) found a link between former education minister Nadiem Makarim and his previous" [X Link](https://x.com/MikeLongTerm/status/1964133414430216416) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-06T01:07Z 16.4K followers, 11.1K engagements "$GRAB Institutional Ownership hit 84%+ or ATH🧵 TLDR: Bulls($22 Trillion) vs $1.1B Short Sellers Legendary investors/funds with 15-30% average return in decades so pick your battle carefully @MorganStanley @SoftBank @BlackRock Tiger Global Wellington Management Invesco @jpmorgan State Street Bridgewater Associates Oaktree Capital. Grab AI SuperApp a leading super-app in Southeast Asia offering ride-hailing delivery and financial services Tourism ChatGpt has seen notable developments in its institutional ownership over the last XX months (October 2024 to October 2025). Based on most current" [X Link](https://x.com/MikeLongTerm/status/1973442007629463790) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-01T17:36Z 16.4K followers, 7749 engagements "$GRAB & Dine-Out Margin is very High Oh we are also at 12th day getting attacked by short sellers. And yes "they" paid 3rd party to block GrabMap Expansion into Mongolia and Middle East New. They also made sure @Alipay and @OpenAI catalysts are not on top Grab Search when you google it. You may see it in like page 40-50 which nobody click to page XX. Oct $1000 deposit is in. I'm ready to buy. Give me lower price. Thanks Bears $GRAB gets commission from the restaurants that users purchase. Grab does not pay any out any discounts. Grab takes in about 20-30% of the Dine Out sales. If users" [X Link](https://x.com/MikeLongTerm/status/1973763504348799469) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-02T14:54Z 16.4K followers, 5011 engagements "BREAKING $GRAB $GOTO Founder Update 🔥🔥 TLDR: Nadiem claimed no evidences. While AGO with XXX% success rate concluded "criminal intend is clear". AGO is planning to move the case quickly so they can recover the loss(Implying some kind of confiscation) This will only mean 90-95% market share for Grab SuperApp in Indonesia. Background of the Case: Nadiem Makarim the former Minister of Education Culture Research and Technology was named a suspect on September X 2025 by the Attorney General's Office (AGO) in a corruption scandal related to the procurement of Chromebook laptops. This stemmed from" [X Link](https://x.com/MikeLongTerm/status/1975256990159909090) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T17:48Z 16.4K followers, 19.7K engagements "$AMD @WellsFargo raised PT to $XXX 🔥🔥🔥 Wells Fargo analyst Aaron Rakers raised the firms price target on AMD (AMD) to $XXX from $XXX and keeps an Overweight rating on the shares. Cited strong market share in AI GPUs from $AMD after @OpenAI deal from initial less than 10%. In case of Perm bear @SemiAnalysis_ AMD would not have ANY market share The new partnership is expected to substantially boost AMD's financial outlook for the coming years The analyst noted that OpenAI's use of AMD chips validates the continuation of the AI infrastructure boom. While Nvidia is expected to remain the" [X Link](https://x.com/MikeLongTerm/status/1976625733263913309) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T12:27Z 16.4K followers, 9756 engagements "@amitisinvesting $140B/ year. Equity raise 60-70% diluting current shareholders. 30%-40% debt. @OpenAI may need 2-3B users very soon. 3b x $20= $6B a month=$72B a year with XXX% expensing so no income tax for a while. Valuation target $2Trillion" [X Link](https://x.com/MikeLongTerm/status/1977764011887165886) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T15:51Z 16.4K followers, 1600 engagements "$AMD $NVDA 🧵 Fun fact: Dr. @LisaSu and Jensen Huang are first cousins. I have seen way too many comment/thread $NVDA shareholders attacking $AMD shareholders nonstop. You seem to be emotional. Dr. @LisaSu and Jensen Huang consistently praising each other on TV and offline. They never trashtalked ea other. For example: in 2025 different interview Dr. Su described NVDIA as "Jensen is brilliant so I fully admire him for that" or "formidable competitor" and highlighted collaboration in the future in AI. She wants to complementing the ecosystem rather than direct confrontation. And competition is" [X Link](https://x.com/MikeLongTerm/status/1977813754718101534) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T19:08Z 16.4K followers, 33.6K engagements "@thexcapitalist @cashflowyield "Smart money keeps buying $UNH"= False" [X Link](https://x.com/MikeLongTerm/status/1978801462957224057) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T12:33Z 16.4K followers, 2367 engagements "BREAKING $AMD PT raised to $XXX 🔥🔥🔥 @BankofAmerica analyst Vivek Arya raised the firms price target on @AMD (AMD) to $XXX from $XXX and keeps a Buy rating on the shares following positive announcements at the 2025 OCP Conference. The firm now sees greater visibility into the deployment and ramp outlook of the MI450 Series Helios racks launching in the second half of 2026 supported by key industry customers such as @Oracle ( $ORCL) @Meta ( $META) and @OpenAI the analyst tells investors. While I'm glad Vivek mentioned $ORCL and $META but he needs to read my DDs on $AMZN $MSFT Saudi UAE and" [X Link](https://x.com/MikeLongTerm/status/1979143208480227397) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T11:11Z 16.4K followers, 19.6K engagements "BREAKING $GRAB Dine-Out 300%🔥🔥🔥 Deal purchases have surged more than XXX% since the full launch Of Dine-Out In certain markets merchants saw 4x more purchases. The company's Dine Out Book Table service targets the mid-to-premium segment catering to young adults and urban professionals. $Grab SuperApp is allowing merchants/restaurants to be flexible when it comes to offering unlike @Groupon at lower commission of 20-35% (vs XX% Groupon) Grab offers dining deals in two formats: voucher deals allow users to purchase in advance and redeem for special set menus or discounted prices at" [X Link](https://x.com/MikeLongTerm/status/1979158646714982517) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T12:12Z 16.4K followers, 7498 engagements "I will write a thread later on the implication of this. Restaurants are likely to lean in to buy for visibility on $Grab SuperApp. Significant new users are downloading Grab App just for Dine-Out. Like I said this should be its own segment over the long term. There are abt X million restaurants in SEA this will be massive segment for Grab. It is good that management studied Groupon. Technically Merchants don't pay until customers book" [X Link](https://x.com/MikeLongTerm/status/1979164221117022247) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T12:34Z 16.4K followers, 1640 engagements "$GRAB Dine-Out" [X Link](https://x.com/MikeLongTerm/status/1979555508416880949) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:29Z 16.4K followers, XXX engagements "$GRAB CEO recent interview on Rapid Response" [X Link](https://x.com/MikeLongTerm/status/1979555512091033973) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:29Z 16.4K followers, XXX engagements "$GRAB CFO recent interview with @HSBC" [X Link](https://x.com/MikeLongTerm/status/1979555515920511257) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:29Z 16.4K followers, XXX engagements "$GRAB & @Alipay partnership" [X Link](https://x.com/MikeLongTerm/status/1979555517836972402) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:29Z 16.4K followers, XXX engagements "$GRAB & @KlookTravel 50m MAUs partnership" [X Link](https://x.com/MikeLongTerm/status/1979555519670211052) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:29Z 16.4K followers, 1865 engagements "$GRAB is a $XX stock in 2025 and $XX in 2026" [X Link](https://x.com/MikeLongTerm/status/1979555521716764712) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:29Z 16.4K followers, 2181 engagements "BREAKING $GRAB & Smart Money 🔥🔥🔥 Voya Investment Management LLC($360B Fund) increased $GRAB position significantly by XXXXX% or 938524 shares to a total holding of 3569961 shares Voya has been consistently DCAing into Grab AI SuperApp almost every quarter since June 2022. MASSIVELY ADDED during Q1 Q2 2025 and now. Meanwhile dumb Short Sellers are manipulating price action XX days out of last XX trading days as Short Interest is already at ATH. Hoping to cover cheaply now sitting on estimated $350-$400m unrealized loss🚨🚨🚨 Betting against GRAB Paid 3rd party to hide catalysts/partnerships" [X Link](https://x.com/MikeLongTerm/status/1976326566729875952) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T16:39Z 16.4K followers, 33.6K engagements "$GRAB & @carlsberg Partnership Expansion🔥🔥 Carlsberg Asia and Grab marked the second year of their partnership this September a collaboration thats transforming how consumers across Southeast Asia enjoy beer responsibly. Launched in late 2024 the partnership connects Carlsbergs premium beer experiences with Grabs vast digital ecosystem from mobility and food delivery to dine-out offers embedding responsible drinking messages into everyday moments. This strategic partnership has already yielded significant results. From January to August 2025 there has been a37% increasein average new" [X Link](https://x.com/MikeLongTerm/status/1978821408932221271) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T13:52Z 16.4K followers, 23.7K engagements "@peter_oey @HSBC For reference: Wechat Fin Arm is 1/3 of its revenue. That is why $GRAB is aggressively expanding its GrabFin segment. Large vol higher margin. That is one way to look at it" [X Link](https://x.com/MikeLongTerm/status/1979272779871498477) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T19:46Z 16.4K followers, 1687 engagements "$GRAB Tourism Expansion" [X Link](https://x.com/MikeLongTerm/status/1979555506621464719) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:29Z 16.4K followers, XXX engagements "$GRAB is now an AI SuperApp business 🧵" [X Link](https://x.com/MikeLongTerm/status/1979555510417346854) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:29Z 16.4K followers, XXX engagements "$GRAB CEO recent interview on @WSJ" [X Link](https://x.com/MikeLongTerm/status/1979555514079129971) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:29Z 16.4K followers, XXX engagements "@ALPHABIGDOG2 existing $ASML EUV instead of new ASML newer High-NA EUV to control cost" [X Link](https://x.com/MikeLongTerm/status/1979936465489440863) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T15:43Z 16.4K followers, XXX engagements "$GRAB & Oaktree Capital Management Context: Howard Marks's Oaktree Capital Management invested in Grab SuperApp acquiring over XX million shares during H1 2025. Marks known for his value investing philosophy likely saw Grab as undervalued in fastest growing emerging economies. Fun Fact: Howard Marks is NOT a tech investor. We have an interesting pool of "smart money" on this company" [X Link](https://x.com/MikeLongTerm/status/1977765526844940718) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T15:57Z 16.4K followers, 15.1K engagements "Dr. Karp @PalantirTech reportedly held confidential meetings with top executives from major South Korean conglomerates to discuss AI strategy as the software company bets on the growth of its platform. $PLTR CEO met with executives from four major South Korean companies during Tuesdays AX Leaders Summit hosted byKT Corp (NYSE:KT)in Seoulas reported byThe Korea Economic Daily. The meetings were held in strict secrecy with each executive placed in a separate room to ensure their company's AI strategy remained confidential. Everymeeting was kept secret toprevent exposure of each company'sAI" [X Link](https://x.com/MikeLongTerm/status/1978415349688098887) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T10:59Z 16.4K followers, 51.4K engagements "@joecarlsonshow Feel free to read all my DD on $PLTR $AMD $TSLA $XYZ $HIMS and recently $GRAB so you can understand the long term bull case. You don't have to constantly attacking high P/E stocks. You should be investing in companies you feel comfortable with long term" [X Link](https://x.com/MikeLongTerm/status/1979237245149171763) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T17:25Z 16.4K followers, 4053 engagements "What is the potential revenue if $GRAB manage to dominate just XX% of the tourism market share long term The reason I ran these polls so you zoom out 5-10 years later" [X Link](https://x.com/MikeLongTerm/status/1979253224365285805) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T18:28Z 16.4K followers, 16.4K engagements "Knowing @AnthonyPY_Tan personality do you think $GRAB SuperApp is to build its own Grabgpt with @GroqInc or intergrate with @OpenAI to get commission" [X Link](https://x.com/MikeLongTerm/status/1980375324535001582) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T20:47Z 16.4K followers, 1505 engagements "BREAKING $GRAB 🔥🔥🔥 13F filing-Los Angeles Capital Management($30B Fund) increased $GRAB position by XXXXXX% or 408328 shares to a total holding of 495851 shares" [X Link](https://x.com/MikeLongTerm/status/1980393007531585550) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T21:57Z 16.4K followers, 3653 engagements "BREAKING @AMD Natixis($18B Fund) increased $AMD position by XXXXXX% or 620676 shares to total holding of 1038532 shares" [X Link](https://x.com/MikeLongTerm/status/1946304909445366158) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-07-18T20:23Z 16.4K followers, 6224 engagements "BREAKING $OPEN 13f filing-Royal Bank Of Canada($1Trillion Fund) increased $OPEN position sharply by 1678.56% or 1158121 shares to a total holding of 1227116 shares" [X Link](https://x.com/MikeLongTerm/status/1965008022381445443) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-08T11:03Z 16.4K followers, 61.6K engagements "$GRAB Shareholders should be BULLISH on this Remember when $GRAB bears called me delusional to think $GRAB could offer generative AI to SEA people How they are going to build it how people in SEA pay for this I mean GRAB can get it done with partnership why whould GRAB spent that much money to buy $AMD or $NVDA GPUs where we are in massive shortage 1-10 supply to demand @OpenAI is likely to reduce subscription fee for SEA as emerging market has lower income most likely in the $10/month. $GRAB will probably get 5-10% cut. Short-Term: Positive User Acquisition and Retention Boost: The free" [X Link](https://x.com/MikeLongTerm/status/1966512361537241486) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-12T14:40Z 16.4K followers, 29.4K engagements "$GRAB as the biggest hedge Updated 🧵 We are just getting start on the rate cut path meaning the dollar will decline even more. Meaning $GRAB revenue & profitability will skyrocket as it collects revenue in other currencies. X% increase to X% due to increased conviction and updated thesis to $500B MC long term. $GRAB is somewhat detached from US equity and the least volatile when it comes to correction. Nearly X% position can be a substantial position sizing if this spike to $20-$25(2026-2027). That is exactly the plan. I'm very concentrated in US equity especially the AI top dogs. This $GRAB" [X Link](https://x.com/MikeLongTerm/status/1968139911048859985) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-17T02:28Z 16.4K followers, 98.7K engagements "Sorry for typo. Current debt USD XXX million+ $286m This totaled: $588m mostly short term debt. Meaning lenders aint willing to lend long term. Weaker fundamental so to speak. This is almost XX% debt to $goto cash balance" [X Link](https://x.com/MikeLongTerm/status/1968650767935410468) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-18T12:18Z 16.4K followers, 1446 engagements "Public portfolio and X Subscription I'm still waiting for X Subscription approval. I decided to only focus on @X as my main platform to share what I learn. After years of posting DDs I still have a lot to learn as content creator. While i'm figuring that out I will keep all my posts at Free.99. I don't like the idea of paywall where my goal is to share helpful information. And I'm addicted to misunderstood companies. I will try my best to include the TLDR for my long threads. It its very difficult for me to explain my take in a few sentences. When X approves my account I will discuss the" [X Link](https://x.com/MikeLongTerm/status/1968693172508233889) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-18T15:06Z 16.4K followers, 182.4K engagements "$GRAB & Large Shareholder Chase Coleman I can verify Tiger Global Management has 92923788 shares since Q2 2025. I can't verify his fund YTD performance at XXXXX% $GRAB SuperApp in SEA HQ based in Singapore(Yea i wrote this so u can't call it a chinese company) is up XX% YTD. Source:" [X Link](https://x.com/MikeLongTerm/status/1968807453249679793) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-18T22:40Z 16.4K followers, 43.9K engagements "$AMD is a $XXX stock by 2026 🧵 Advanced Micro Devices (AMD) is solidifying its position as a key player in the AI revolution challenging Nvidia in data center accelerators while maintaining strength in CPUs and diversified segments. As of September XX 2025 the stock trades around $XXX but this undervalues AMD's trajectory in a market where AI chip demand is forecasted to reach nearly $XXX billion by 2028. With Q2 2025 revenue hitting a record $XXX billion (up XX% year-over-year) and net income of $XXX million (54 cents per share) driven by Data Center growth to $XXXX billion AMD's" [X Link](https://x.com/MikeLongTerm/status/1971915201420169671) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-27T12:29Z 16.4K followers, 634.4K engagements "$WING and $BROS are so undervalued for its potential. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1974117068439195991) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-03T14:19Z 16.4K followers, 3860 engagements "$AMD is heading to $X Trillion Market Cap Context: In September I wrote a long thread for AMD Etimated conservative FY XX revenue: $34-$36B Estimated conservative FY XX revenue: $55B-$62B Then OpenAI 6GW partnership happened ➡$620 PT by end of 2026 was too conservative; so I will write a detailed thread with data to back it up. In that thread I will be taking about the 160m shares warrant and what OpenAi will be doing with it. $AMD 2026 revenue could hit $90-$100B by end of 2026 or nearly XXX% growth YoY. AMD will be re-rated massively This is AMD J-curve moment I'm not going to be able to" [X Link](https://x.com/MikeLongTerm/status/1975935342906687807) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T14:44Z 16.4K followers, 201.8K engagements "BREAKING $AMD & @PlayStation 🔥🔥🔥 Before I go into the catalyst @AMD and Dr. @LisaSu never saw $NVDA as competition instead Dr. Su and her team focus on building the best product for customers/clients/partners. And that is part of my core thesis on AMD "customer obsession over competition". Eventually that "secret sauce" will reward shareholders over the long term. What investors saw in the last X weeks are just the beginning of AMD passion. The "secret weapon" is going to be all out starting from 2026 on all CPUs Embedded Processors APUs GPUs AI Accelerator. The "Secret weapon" is going to" [X Link](https://x.com/MikeLongTerm/status/1976280656863744483) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T13:36Z 16.4K followers, 29.9K engagements "BREAKING $GRAB introduces EV in Vietnam🔥🔥 Grab Introduces Electric Car Service In Hanoi Vietnam to win XanhSms EV. While GRAB is busy executing for shareholders from aggressive tourism expansion(significant progress/growth is confirmed on recent data on tourism) Smooth Dine-Out launch and launching EVs in different cities/regions Grab Short sellers are busy manipulating daily price action and paid 3rd party brokers to hide information/partnership across US/NA brokers. GRAB Holding Limited the SEA leading AI SuperApp has a long term partnership with @BYDCompany now launched its EV services" [X Link](https://x.com/MikeLongTerm/status/1976599552175083784) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T10:43Z 16.4K followers, 22.7K engagements "$GRAB $GOTO Update but😂 What is happening in Indonesia. Do they have to publish this kind of embarrassing details And what is up with X AGO officers were on guard Like He gonna get away w/ hemorrhoid surgery 💀 From the most promising startup representing innovation in Indonesia to the most corrupted company where Founder's Nadiem hemorrhoid surgery was guarded by X AGO officers💀💀💀 I don't think $Goto (Gojek) gonna last that long at this pace. Current public sentiment is extremely negative toward its mobility/delivery/Fin segment. There has been reports that Goto(gojek) is losing market" [X Link](https://x.com/MikeLongTerm/status/1976615441196826688) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T11:46Z 16.4K followers, 4961 engagements "Oil Price action right now is telling us: The short to medium term is very bullish. I was calling for $XX or lower oil for a while when others were calling for $150-$200. The @federalreserve may have to accelerate rate cuts to respect dual mandate than just clapping inflation only mandate. We could be at X% FFR by 2026. So much deflationary pressures are built in the global economy atm. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1976680071843688812) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T16:03Z 16.4K followers, 3726 engagements "$BMNR Tom Lee gonna save the 🩸day $QQQ -XXXX% $SPY -XXXX% $DIA -XXXX% $IWM -XXXX% $IWO -XXXX% Tom Lee said this is "Buy the Dip"" [X Link](https://x.com/MikeLongTerm/status/1976720508784902332) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T18:44Z 16.4K followers, 162.1K engagements "$AMD $META After @OpenAI Deal 🧵 If you are excited about the @OpenAI and $AMD 6GW deal you will be even more excited on incoming similar GWs of deal with @Meta. Context: Meta allocated XX% of AI GPUs to AMD and continuing to be AMD largest customer. So More Mi355X and future MI450 revenue. Meta's $60-65 billion AI capex for 2025 includes building a 2GW+ data center and scaling to XXX million GPUs total. With XX% allocated to AMD this implies hundreds of thousands more Instinct units (e.g. MI325X in Q4 2024 ramping to MI350 series in H2 2025 and more MI450 in 2026). Meta's Llama X training" [X Link](https://x.com/MikeLongTerm/status/1977017780600803676) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-11T14:25Z 16.4K followers, 39.5K engagements "$AMD $X Trillion Roadmap will start in 2026 🔥 Before I go in to the detail I want to lay out 2026 products from @AMD after adopting "secret weapon" X. Desktop and Consumer PCs Ryzen 10000 Series up to XX cores Ryzen Threadripper 10000 series up to 96+ cores X. Laptops and Mobile Ryzen AI MAX XXX Series up to XX cores Fire Range (high-end mobile) up to XX cores X. Servers and Data Centers EPYC 4000/9000 series(Venice) up to XXX cores) Radeon RX 9000 Series(RDNA X UDNA unified) Instinct MI400 Series(MI450 w/ ROCm X 95-98% on par with $NVDA CUDA) X. Gaming Consoles and Embedded/Custom" [X Link](https://x.com/MikeLongTerm/status/1977361154696483204) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-12T13:10Z 16.4K followers, 40.6K engagements "$AMD $5Trillion MC is Inevitable Long Term🧵 Context: I projected @AMD FY 2026 Revenue to be $55B-$62B back in September in the thread "$AMD is a $XXX stock by 2026 🧵" I believe I was too conservative and FY 2026 may hit $70-$100B if $TSM executed on its expansion strategy successfully. Dr. @LisaSu has full confidence in TSMC in 2026 and I been covering AMD for years She always been conservative and humble when it came to her guidance/projection. I trust Dr. Su and AMD team on this one. In early 2025 until now most projection and analysts were concluding that @AMD would only get 200k of AI" [X Link](https://x.com/MikeLongTerm/status/1977501244399681891) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-12T22:26Z 16.4K followers, 80.8K engagements "BREAKING $GRAB $GOTO Update🔥🔥🔥 TLDR: The Attorney General's Office stated that the formal requirements for designating a suspect had been met supported by four pieces of valid evidence including witness statements expert opinions documents and electronic evidence. Meaning the AGO wants the court to move this case quickly. Meaning $Goto will be next after Nadiem. Meaning Grab will have most market share in Indonesia Key background: On September X 2025 the AGO issued an investigation order and suspect letter without prior questioning of Nadiem or a required financial audit by the Financial" [X Link](https://x.com/MikeLongTerm/status/1977685423641051569) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T10:38Z 16.4K followers, 14.3K engagements "BREAKING @PalantirTech LONDON--(BUSINESS WIRE)--October XX 2025-- Accenture (NYSE: $ACN) has acquired Decho a UK-based technology and AI consultancy that helps organizations reinvent through the design delivery and scaling of Palantir solutions. The acquisition further strengthens Accenture's strategic advisory and advanced engineering capabilities for $PLTR solutions for clients across the health government defense and commercial sectors in the UK and beyond. Accenture has acquired Decho a UK-based technology and AI consultancy that helps organizations reinvent through the design delivery" [X Link](https://x.com/MikeLongTerm/status/1978041404052955643) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T10:13Z 16.4K followers, 11.2K engagements "AI CapEx would be a bubble if it just storing intelligence/data. But it is producing intelligence and that is a key difference. Yes due to monopoly $NVDA was able to charge at a much higher price pushed CapEx up massively Hence the industry or large players like $META $MSFT $ORCL $AMZN have been very supportive of $AMD and $ACGO. To reduce the cost to produce intelligence. And it is also because $tsm is under invested hence it makes the whole supply chain even more congested. Compute cost will improve in 2026 2027 and beyond. Revenue will have more time to catch up. For now this AI bubble" [X Link](https://x.com/MikeLongTerm/status/1978287634116964376) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T02:31Z 16.4K followers, 3118 engagements "You may not like long 🧵 But that is how I accumulate wealth. I'm willing to outwork wall street analysts to outperform Are you Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978566655522312284) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T21:00Z 16.4K followers, 3918 engagements "BREAKING $CRM plans to hire so more sales people. $PLTR Dr. Karp on "Steak dinners" software sales models" [X Link](https://x.com/MikeLongTerm/status/1978592229619802459) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T22:42Z 16.4K followers, 169.3K engagements "BREAKING $AMD @Wedbush Upgrade 🔥🔥🔥 Top Wedbush analyst Matt Bryson raised his price target on Advanced Micro Devices AMD +9.40% to $XXX from $XXX while maintaining an Outperform rating. The new price target implies nearly XX% upside from current levels. The 5-star analyst said the higher target reflects greater confidence in AMDs long-term GPU growth driven by new AI partnerships that expand visibility into future demand. He added that the $XXX target represents a fair premium given the companys improving outlook and stronger position in the data center market. Bryson highlighted two major" [X Link](https://x.com/MikeLongTerm/status/1978642667022987308) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T02:02Z 16.4K followers, 7133 engagements "Congratz to all $AMD Shareholders. 🔥🔥🔥 We now have both Dr. @LisaSu and $TSM confirmed 2nm supply. Meaning @AMD will have much much higher allocation than prior wall street estimated. Is much more positive than my own projection. It is always a good idea to be conservative when it comes to projection. TAIPEI -- Taiwan Semiconductor Manufacturing Co. on Thursday said it plans to speed up its time frame for producing advanced 2-nanometer chips in the U.S. while also signaling further expansion beyond the $XXX billion it has already committed to investing in America according to company" [X Link](https://x.com/MikeLongTerm/status/1978763518183604439) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T10:02Z 16.4K followers, 42.5K engagements "BREAKING $AMD $META Open Rack Wide "Helios"🔥🔥🔥 Mark Papermaster @AMD CTO The collaboration between AMD ($AMD) and Meta ($META) centers on advancing open standards for AI infrastructure through the Open Compute Project (OCP). Announced at the OCP Global Summit in San Jose on October XX 2025 AMD unveiled "Helios"a rack-scale AI reference platform built directly on Meta's newly contributed Open Rack Wide (ORW) specification. This isn't a bespoke co-development but a strategic alignment: Meta provides the foundational rack design to OCP while AMD implements it as a deployable system" [X Link](https://x.com/MikeLongTerm/status/1978778658673131736) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T11:02Z 16.4K followers, 21.6K engagements "BREAKING $AMD & @HUMAINAI/Saudi MI450🔥🔥 Right after $META $AMD revealed Helios Open Rack Wide(ORW) for @Meta Brandnew 1GW data center in El Paso Texas. Tsunami of deals are slapping on $AMD shareholders bulls only regret is not adding more shares. Saudi Minister of Communications and Information Technology Abdullah Alswaha met AMD CEO Dr. @LisaSu in California to deepen ties. Discussions focused on next-gen HPC infrastructure reinforcing Saudi Arabia's AI hub status. This builds on Humain's $10B deal and includes plans for joint AI labs training programs and energy-efficient deployments" [X Link](https://x.com/MikeLongTerm/status/1978905671010546117) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T19:27Z 16.4K followers, 44.7K engagements "$AMD is just getting started. $AMZN is going to be a major part of @AMD Revenue on MI450 and future Gen Rack AMD EPYC Venice(2026 secret weapon) @ajassy 🤝 Dr. @LisaSu" [X Link](https://x.com/MikeLongTerm/status/1979015772144885774) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T02:45Z 16.4K followers, 18.6K engagements "BREAKING $GRAB CFO @peter_oey New Interview🔥 Haydn Sallmann Director of @Google Workspace Sales for APAC in a fireside chat with Peter Oey Chief Financial Officer at Grab. CEO @AnthonyPY_Tan and CFO are doing doing more interviews before Earning and are very relaxed signaled a very strong Q3 2025 ER which is on Monday November X 2025 7:00 PM U.S. Eastern Time. Aligned with my projection for a strong Q3 and an explosive Q4 2025 due to aggressive tourism expansion with @Alipay 1.7b users and @KlookTravel XX million monthly active users partnerships" [X Link](https://x.com/MikeLongTerm/status/1979329730118848968) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T23:32Z 16.4K followers, 22.9K engagements "$AMD 🤝Saudi AramcoFrance$5 Trillion MC🧵 As part of AMD's aggressive 2025 strategy to expand its AI footprint beyond hyperscalers into industrial sovereign and edge applications the partnerships with Saudi Aramco (February) G42 (February) and XMPro (July) represent targeted moves to diversify revenue streams and validate AMD's Instinct GPUs and Ryzen AI processors in non-traditional AI markets. These deals should be as big or bigger than @OpenAI multibillion-dollar commitment collectively underscore AMD's pivot toward "AI everywhere"from energy sector optimization to European sovereignty and" [X Link](https://x.com/MikeLongTerm/status/1979370527719592174) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T02:14Z 16.4K followers, 31K engagements "Will write a $Grab "secret weapon" thread tomorrow. This is a critical condition or should I say a requirement for the roadmap to $500b market cap. This was not discussed much and long-term shareholders should understand it on how $Grab accelerates its ecosystem "stickiness" that is very similar to $amzn ecosystem. For now im off to bed" [X Link](https://x.com/MikeLongTerm/status/1979386947798704516) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T03:19Z 16.4K followers, 11K engagements "$GRAB "Secret Weapon"📶$500B MC 🧵 Grab Holdings Limited founded in 2012 as a taxi-hailing service in Malaysia has transformed into Southeast Asia's leading AI SuperApp serving over XXX million people across eight countries including Singapore Indonesia Thailand and Vietnam. Initially focused on competing with @Uber in ride-hailing Grab expanded post its 2018 acquisition of Uber's regional operations integrating food delivery (GrabFood) grocery delivery (GrabMart) digital payments (GrabPay) financial services (loans insurance via Grab Financial Group) and recently aggressive tourism expansion" [X Link](https://x.com/MikeLongTerm/status/1979555504062976349) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:29Z 16.4K followers, 38.6K engagements "BREAKING $AMD @jimcramer Dr. @LisaSu Cramer said: And right now its too hard to get @nvidia chips. You cant get them all. But Lisa Su congratulations David an unbelievable coup. She did say that this could happen but no one thought it could happen within the next year" [X Link](https://x.com/MikeLongTerm/status/1979559467172716657) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T14:45Z 16.4K followers, 8690 engagements "$META Role $AMD to $X Trillion MC🔥🔥🔥 $META $30B Financing Deal is clever and other hyperscalers are likely to copy this kind of structure to spend on $AMD MI450 and future gen. @AMD $70B-$100B Revenue FY 2026 seems logical now I talked about this for months during the selloff in April/May and into the breakout to new ATH. While @OpenAI 6GW deal took all the attention most should never underestimate Mark Zuckerberg @finkd bold vision for Meta/Facebook/Instagram He thinks AGI is less than X years away. After El Paso Texa 1GW anouncement @Meta is on the verge of securing a landmark $30" [X Link](https://x.com/MikeLongTerm/status/1979664163082219985) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T21:41Z 16.4K followers, 71.6K engagements "$GRAB CPO with @McDonalds partner 🔥🔥🔥 Grab Holdings Limited Southeast Asia's leading AI SuperApp" for ride-hailing food/grocery delivery digital paymentsfintech Dine-Out and Tourism has established a multi-year partnership with @McDonalds 's Corporation ( $MCD) primarily in food delivery. This relationship leverages GrabFood as a key channel for McDonald's to reach urban consumers in high-density markets like Indonesia Malaysia Philippines Singapore Thailand and Vietnam Historical context and progress: Onset (20182020): The partnership kicked off shortly after Grab acquired Uber's" [X Link](https://x.com/MikeLongTerm/status/1979668097859514741) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T21:57Z 16.4K followers, 5585 engagements "$GRAB XX% market share of tourism 🥧 would generate $10b-$20b revenue a year. Tourism just getting started and early data is showing great success 🙌" [X Link](https://x.com/MikeLongTerm/status/1979748384308351379) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T03:16Z 16.4K followers, 13.8K engagements "BREAKING $GRAB Mart Growth is on 🔥🔥🔥 @AnthonyPY_Tan CEO of Grab Holdings emphasized affordability as a cornerstone of GrabMarts rapid growth within the Deliveries segment. His statement that GrabMart is "growing faster than our overall Deliveries segment" reflects its strategic focus on quick-commerce (q-commerce) for groceries and essentials which is outpacing food delivery (GrabFood) and other delivery verticals. Affordability is pivotal because it addresses Southeast Asias (SEA) price-sensitive consumer base drives adoption in underpenetrated markets and aligns with Grabs superapp" [X Link](https://x.com/MikeLongTerm/status/1979915065881985502) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T14:18Z 16.4K followers, 6406 engagements "$XYZ @blocks CFO on Business growth 🔥🔥🔥 Source and Credit:" [X Link](https://x.com/MikeLongTerm/status/1979968938273349737) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T17:52Z 16.4K followers, 2277 engagements "$AMD $AMZN partnership will 🚀 in 2026 🔥 Amazon/AMD partnership is hidden among hot headlines from @OpenAI $NVDA $ORCL. TLDR: @amazon refused to bid up the overpriced $NVDA chips among other hyperscalers and decided to work closely with $AMD. Amazon is expected to spend up to $10-$20B a year on 2026 EPYC breakthrough Gen and Future Gen. Dr. Su confirmed "we have plenty for other large customers". For its 2026 EPYC "Venice" processors AMD is using a multi-node manufacturing strategy: the CPU core complex dies (CCDs) are built on TSMC's X nm-class node (N2) while the I/O die (IOD) uses the N3P" [X Link](https://x.com/MikeLongTerm/status/1979971183882678594) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T18:01Z 16.4K followers, 277.4K engagements "@fiscal_ai Probably not. $TSM kept pushing the limit double down on R&D. Unless Japan comes back to its State sponsored semi then we may have a 2nd reliable most advanced nodes" [X Link](https://x.com/MikeLongTerm/status/1979995527660859813) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T19:38Z 16.4K followers, XXX engagements "@nuck_luck40 @X Silver is high in demand for industrial use as well. IT should be much higher" [X Link](https://x.com/MikeLongTerm/status/1979999783923159148) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T19:55Z 16.4K followers, XX engagements "@ravi_nareddy @OpenAI @amazon No I removed $XXX target as I don't know how the market is going to do price discovery with potential X digits growth" [X Link](https://x.com/MikeLongTerm/status/1980010143514341497) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T20:36Z 16.4K followers, 1059 engagements "BREAKING $GRAB; @OpenAI launched ChatGPT Go🔥🔥🔥 TLDR: ChatGPT Go is a more affordable tier at $4.5-$5 a month where I been calling this lower cost structure for $GRAB SuperApp SEA market or Emerging Market @AnthonyPY_Tan been pressing for more "affordable" LLM for SEA from @sama and this expanded partnership is inevitable. ChatGPT Go is a new low-cost subscription plan that provides expanded access to ChatGPTs most popular features at an affordable price. Launched amid OpenAI's push for profitability (despite a $7.8B H1 2025 loss) ChatGPT Go targets price-sensitive markets where XX% of" [X Link](https://x.com/MikeLongTerm/status/1980031357049770021) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T22:00Z 16.4K followers, 45.4K engagements "@amitisinvesting Gonna be volatile this week and more volatile toward Seoul South Korea Oct 31st. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1980037781310337355) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T22:26Z 16.4K followers, 16.2K engagements "@kleeinvesting @OpenAI @AnthonyPY_Tan @grok could get aggressive to make an offer $GRAB can't refuse. But that is speculation for now" [X Link](https://x.com/MikeLongTerm/status/1980046985496293421) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T23:02Z 16.4K followers, XXX engagements "When $AMD hit $620/share and announce 10-1 stock split Shareholders be like" [X Link](https://x.com/MikeLongTerm/status/1980100648159883600) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T02:35Z 16.4K followers, 49K engagements "$GRAB & @OpenAI Do you know why I know @AnthonyPY_Tan could pull this off From $XX down to $XXX -$5 is a big deal for SEA. I talked abt this for months. It is all because of @masason. Masayoshi Son has a very close relationship with Anthony and @sama; and @SoftBank is a major financial backer for OpenAI massive infrastructure expansion and also a major investor in $GRAB When I talked abt certain analysis/bold calls it is because I have data to link them together. Like I didnt know openai gonna do 6gw and warrant deal with $AMD. But I know my research that OpenAI & $AMD been working together" [X Link](https://x.com/MikeLongTerm/status/1980110848338039020) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T03:16Z 16.4K followers, 8173 engagements "@F28X5 @OpenAI @amazon did you copy that from that $AMD perm bear without reading what I wrote 2026 EPYC "Venice" processors is not AI GPU. it is the breakthrough gen at 1/25-1/5 of MI450 and with AI inference capabilities" [X Link](https://x.com/MikeLongTerm/status/1980114573392044463) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T03:31Z 16.4K followers, XXX engagements "BREAKING $GRAB CPO on GrabMap(B2B)🔥🔥🔥 NATIX and $Grab Partner to Reshape the Mapping Landscape on a Global Scale Background: NATIX and $Grab announced a strategic partnership Southeast Asias leading Super App for transportation deliveries and financial services. "Together were reshaping the mapping industry by combining NATIXs crowdsourced blockchain-powered mapping data with Grabs cutting-edge camera hardware and AI-powered mapmaking technology." It turned out Philipp Kandal plays a key role in GrabMap today and expanding its B2B branch. How GrabMap was started and built. Innovation from" [X Link](https://x.com/MikeLongTerm/status/1980213165037134071) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T10:03Z 16.4K followers, 3768 engagements "And it also been confirmed according to Bloomberg @awscloud is planning to nearly quadruple its current 3GW+ capacity to more than 12GW. Aligned with my analysis for $AMD and $AMZN long term partnership. With that said 12GW is a massive project and I don't think @ajassy gonna play the "wait and see" in 2026 where Training and Inference demand is this high. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1980227538027725154) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T11:00Z 16.4K followers, XXX engagements "@amazon @awscloud @AMD Ready more here on why $AMZN is a $XXX stock" [X Link](https://x.com/MikeLongTerm/status/1980227903641342294) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T11:01Z 16.4K followers, 2238 engagements "@Femo66 @amazon @awscloud @AMD @grok Yes" [X Link](https://x.com/MikeLongTerm/status/1980229757771096457) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T11:08Z 16.4K followers, XX engagements "@babochenko @OpenAI @AnthonyPY_Tan We don't have that many high quality analysts covering $GRAB. So the current analysts will adjust price target to price action. Yes I do expect Institutions to add more if Triple Beat" [X Link](https://x.com/MikeLongTerm/status/1980232322705449458) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T11:19Z 16.4K followers, XXX engagements "$GRAB Fin is a Necessity for "Secret Weapon"🧵 Launched in 2018 GrabFin is SuperApp financial services arm encompassing GrabPay (digital wallet) lending (consumer and merchant loans) insurance (GrabInsure) and wealth management. It operates across Grabs ecosystem in eight SEA countries (Cambodia Indonesia Malaysia Myanmar Philippines Singapore Thailand Vietnam) serving XX million monthly transacting users (MTUs). GrabFin targets SEAs XX% unbanked/underbanked population leveraging the regions 90%+ mobile penetration and $XXX trillion digital finance TAM. What $GRAB is currently offer: GrabPay:" [X Link](https://x.com/MikeLongTerm/status/1980261964740702641) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T13:16Z 16.4K followers, 6562 engagements "$GRAB I can name XXX companies X logic revenue/profit or with massive debt that "they" can short but no They gotta short $GRAB -$7.6B Cash with little debt FCF+ Profitable Accelerated growth and XX% from Q4 2025 Interest rate is going down USD is going down big tailwind for $GRAB collected currencies Tourism is recovering with more tourirsts from Europe and other regions higher than expected in early Q4 Adopting AI automated coding Grab performs 17000 software deployments per month This is insanity. Sooner or later this high conviction short will have $2-$3B in unrealized loss and can easily" [X Link](https://x.com/MikeLongTerm/status/1980288059536195853) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T15:00Z 16.4K followers, 16.4K engagements "$AMD $MSFT Partnership is MASSIVE in 2026 🚀 If you were excited about my thread on $AMD $AMZN AWS long time partnership you will be even more excited about what @Microsoft gonna do with 2026 AMD EPYC "Venice". Historical Context: The relationship between AMD and Microsoft began in the early 2000s with Microsoft initially focusing on Intel's x86 architecture for its Windows operating system and server products. However AMD's entry into the server market with its Opteron processors in 2003 marked the beginning of a competitive dynamic that eventually led to collaboration. The partnership" [X Link](https://x.com/MikeLongTerm/status/1980386880807137338) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T21:33Z 16.4K followers, 7663 engagements "$BMNR @fundstrat and Market valuation Tom Lee said $BMNR is a scarcity and people have more income and they can't buy houses. He said 6600 target for @SP500_Index this month Overall Tom Lee is massively bullish into year end with rate cuts from @federalreserve. $BMNR is up XXXXXX% YTD Don't own any copy right just for entertainment/information purpose" [X Link](https://x.com/MikeLongTerm/status/1953900723688878511) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-08-08T19:26Z 16.4K followers, 281K engagements "BREAKING $SBET & UBS Group AG ($1.6Tril Fund) UBS Group AG initiated a brandnew position on $SBET with 606327 shares from 13f" [X Link](https://x.com/MikeLongTerm/status/1957116826497814941) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-08-17T16:26Z 16.4K followers, 36.1K engagements "BREAKING $AMD revenue could increase 1000% QoQ and AI infrastructure supply would still not meet the demand. It is not a matter of market share because $NVDA is supplying only XX% of demand. The demand is just too high for both $AMD $NVDA and $TSM is extremely underinvested. The sentiment and narrative are shifting big time $AMD shareholders are about to enjoy it Thomas is way more bullish than my projection at $62B FY 2026. Source: Thomas Hughes Marketbeat" [X Link](https://x.com/MikeLongTerm/status/1965919922472579244) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-10T23:26Z 16.4K followers, 313.2K engagements "$XYZ @blocks is a $XXX stock 🧵 After it shifted to profitable growth from years of "Growth at all cost". 2025 is a "I can be very profitable" year for Block. Background: Block Inc. (NYSE: XYZ) formerly known as Square has evolved from a simple payment processor into a multifaceted fintech powerhouse encompassing Square's merchant ecosystem Cash App's consumer finance tools Afterpay's buy-now-pay-later (BNPL) services and emerging ventures like Bitkey (a self-custody Bitcoin wallet) and Proto (AI-driven hardware). Founded in 2009 by Jack Dorsey and James McKelvey the company is headquartered" [X Link](https://x.com/MikeLongTerm/status/1972661272396144648) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-29T13:54Z 16.4K followers, 19.1K engagements "$AMD Dr. @LisaSu & @OpenAI Deal 🔥🔥🔥 Confirmed Long Term partnership with @OpenAI where bears called it FAKE for months and years Confirmed X years partnership with billions(estimated $120-$200B purchase) on $AMD AI GPUs for X GW Confirmed Next gen MI450 game changer chip. Inference Queen Warrant is to lock in long term commitment (implying longer than X years similar to long time partnership with $ORCL) The capital intensity and scale are massive We are still so early in AI Cycle OpenAi said we are not that far from x10 revenue 👀 Dr. @LisaSu addressing China Chip Issue AMD is ready to" [X Link](https://x.com/MikeLongTerm/status/1975200238898950453) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T14:03Z 16.4K followers, 121.5K engagements "BREAKING $AMD all PT this morning 🔥🔥🔥 @MorganStanley $XXX from $XXX. Equalweight rating Piper Sandler $XXX from $XXX. Overweight Rating Jefferires $XXX. Buy Rating Barclays $XXX from $XXX. Overweight. Cantor $XXX from $XXX Bernstein $XXX from $140(biggest AMD bear) Deutsche Bank $XXX Truist Securities $XXX Buy rating Roth Capital $XXX from $XXX Benchmark $XXX Buy rating And lastly I will be sharing with subscribers my latest analysis on end of 2025 $TSM CoWoS capacity analysis and how should we project it toward H1 2026 and end of 2026. This should give a better understanding of current" [X Link](https://x.com/MikeLongTerm/status/1975507986861731909) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T10:26Z 16.4K followers, 96.9K engagements "$AMD $META If you are bullish on @AMD after @OpenAI deal just wait until What Mark Zuckerberg @finkd say to Dr. @LisaSu later. The competition for $AMD MI450 allocation will be interesting to watch in 2026. While we don't know the exact outcome but I can tell you that @Meta has lots of CapEx to negotiate allocation. Meta had a trailing twelve months (TTM) operating cash flow of approximately $XXXX billion as of June XX 2025 MI355X orders are already in. Unclear about MI450. It is all about $TSM CoWoS capacity now. Read my thread on CoWoS to understand more current supply and 2026 supply" [X Link](https://x.com/MikeLongTerm/status/1975570973819547771) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T14:36Z 16.4K followers, 173.1K engagements "$GRAB & Cash Balance & Shareholders🧵 TLDR: Godlike Balance sheet management I have talked about how @AnthonyPY_Tan and @peter_oey Cash management for months now and the fake drama $7B acquisition of $goto. This thread will tell you how these X style or how they managed Grab Cash since its Public day. Dec 2020 $3.471B Dec 2021 $8.231B Dec 2022 $5.086B Dec 2023 $5.043B Dec 2024 $5.629B Q1 2025 $5.881B Q2 2025 $7.157B Sharp decline from 2021 to 2023 was the result of Price War with all competitions. GrabUnlimited was launched to combat price war to provide more value to users at a small" [X Link](https://x.com/MikeLongTerm/status/1975615478203560025) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T17:33Z 16.4K followers, 3879 engagements "$AMD $NVDA & the @AMD Bear @SemiAnalysis_ 🧵 Here are some facts: $META allocated XX% AI GPUs to $AMD @OpenAI allocated 6GW(38%) to $AMD X. Model-Specific Bias: Llama XXX 70B graph favored NVIDIA due to TRT-LLM optimizations highlighting throughput and latency where Blackwell excels. In contrast the GPT-OSS 120B chart shifts focus to cost and interactivity where MI355X shines. This selective model choice clearly suggests SemiAnalysis tailors benchmarks to reinforce narrativesNVIDIAs dominance in speed (Llama 3.3) and AMDs niche in cost (GPT-OSS). GPT-OSS 120B with its sparse attention" [X Link](https://x.com/MikeLongTerm/status/1976593303228318081) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T10:19Z 16.4K followers, 103.2K engagements "$AMD $NVDA @SemiAnalysis_ Of course the Idol is tapping the back of FanBoy where the industry only needs X AI Accelerator supplier. So they can be monopoly. Not too long ago in a podcast SemiAnalysis and other hosts/guests were concluding @intel and @nvidia deal will end $AMD. Calling it "AMD is done". Semianalysis has been bearish on AMD for months and years while AMD Quarterly results $ORCL partnership @Dell partnership $META XX% allocation @OpenAI 6GW(38%) @elonmusk @xai confirmed AMD AI GPUs works well on small-medium models or how $MSFT $GOOGL $AMZN Saudi UAE and XX other countries all" [X Link](https://x.com/MikeLongTerm/status/1976648599497801878) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T13:58Z 16.4K followers, 13.1K engagements "BREAKING $AMD 🤝 Tech Mahindra 🔥🔥🔥 Tech Mahindra Joins Hands with @AMD to Drive Next-Gen Hybrid Multi-Cloud Transformation for Global Enterprises Pune September 25th 2025: Tech Mahindra (NSE: TECHM) a leading global provider of technology consulting and digital solutions to enterprises across industries announced an agreement with AMD the leader in high-performance and adaptive computing to accelerate enterprise transformation through next-generation infrastructure hybrid cloud and AI adoption. The collaboration aims to empower enterprises across key sectors including manufacturing finance" [X Link](https://x.com/MikeLongTerm/status/1976675095402733940) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T15:44Z 16.4K followers, 5199 engagements "$GRAB and Q3 Earning Discussion🧵 Before I go into the discussion in this clip you will see why $GRAB AI SuperApp is winning and will soon to have most market share. There are no other SuperApp not even Wechat(OG SuperApp) that is treating Merchants/Drivers like customers. Not even in the US the home of capitalism. Why Because it is less profit. In this clip Anthony also gave us hint of a strong Q3 Q4 2025 Grab Holdings Southeast Asia's leading AI SuperApp has seen robust growth in its Mobility and Deliveries segments fueled by a surge in regional tourism (projected at XXX million" [X Link](https://x.com/MikeLongTerm/status/1977046369731752445) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-11T16:19Z 16.4K followers, 42.6K engagements "$AMD to $X Trillion- @OpenAI @Oracle $300B🔥 Before I go into the detail I will link all these threads together to support my $X Trillion Market Cap Roadmap for $AMD thread later. This is just one of them. We have $META @OpenAI @xai $MSFT $AMZN $GOOGL Saudi UAE XX countries and many more small-medium startups. This is AMD J-Curve moment with data to back it up. Oracle OpenAI signed $XXX Billion Cloud Deal in Sept 2025. AMD stands to gain substantial revenue from the OpenAI-Oracle partnership leveraging its Instinct MI355X GPUs next-generation MI450 GPUs and critically its breakthrough EPYC" [X Link](https://x.com/MikeLongTerm/status/1977081929657729315) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-11T18:40Z 16.4K followers, 93.7K engagements "$AMD $NVDA $TSM Oh boy this is going to be as good as the $PLTR call 🤣" [X Link](https://x.com/MikeLongTerm/status/1977384882771841469) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-12T14:44Z 16.4K followers, 45.1K engagements "$AMD @OpenAI 6GW Deal Commented from @altcap on All-In PodCast "Either the MI450 gets adopted and they get back into the game or they're out" Gerstner added noting that AMD's previous generation the MI350 "was just not competitive" with Nvidia's offerings. "Shes a total warrior. I think she believes in the MI450. She went to her board and she said Listen we got to take the shot here. We got to bet the farm.' If it works shes going to get XXX billion of incremental revenue just from OpenAI" he stated. Source+ Credit:" [X Link](https://x.com/MikeLongTerm/status/1977689876897083793) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T10:56Z 16.4K followers, 93.5K engagements "BREAKING $AMD Mizuho upgrades PT to $275🔥 Mizuho has raised its price target on @AMD (NASDAQ:AMD) to $XXXXXX from $XXXXXX while maintaining an Outperform rating. The semiconductor giant currently trading at $XXXXXX with a market capitalization of $XXXXXX billion has demonstrated remarkable momentum with a XXX% surge over the past six months. Mizuho projects approximately $XX billion in incremental revenue for AMD in fiscal 2027 potentially growing to about $XX billion annually by fiscal 2030 though with possible gross margin dilution exceeding XXX basis points from the warrants" [X Link](https://x.com/MikeLongTerm/status/1977714251234976241) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T12:33Z 16.4K followers, 26.3K engagements "Speculative companies will deflate in 2026-2027. Don't know the exact timeline. You can only make claims for so long. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1977866468780896680) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T22:38Z 16.4K followers, 47.6K engagements "$AMD will have $70B-$100B revenue in FY 2026. And analysts are still so far behind. @AMD bears are still pounding the table like they gonna win this game when AMD pops X digits growth. I can't make it any clearer than this. I will write a detailed revenue trajectory for FY 2026 tomorrow. I literally wrote countless threads on @OpenAI and $AMD partnership before the 6GW deal. Bears didnt listen. AMD will be re-rated whether you like it or not in 2026. You may not be ready but I'm for years for this J-curve moment. Alright that is it. Off to bed. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1977920747432722483) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T02:13Z 16.4K followers, 87.4K engagements "BREAKING $GRAB $GOTO Update 🔥🔥🔥 Background: The case centers on the Ministry of Educations $XXX millionChromebook procurement program between 2020 and 2022 which was meant to support digital learning in schools. Investigators allege the project caused around Rp X trillion in state losses due to poor implementation and unusable devices in remote regions. The case was linked to Nadiem and other $Goto Founders. AGO also found evidences linked to Goto/Gojek. Indonesia is the largest market in SEA with 300m people population. Goto is right behind $GRAB in term of market share. This could mean" [X Link](https://x.com/MikeLongTerm/status/1978173416567152652) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T18:57Z 16.4K followers, 5464 engagements "$AMD to $5Trillion w/ $META as Biggest Customer🧵 Background: @Meta allocated XX% AI GPUs purchase (250000+units) to $AMD since early 2025. And HSBC is expected $META to purchase 250-300k units for H2 2025. Yes Meta is AMD largest AI Accelerator customer. The AMD-Meta partnership has matured into a strategic alliance rooted in a shared commitment to open standards and scalable AI infrastructure. Key milestones: Historical Context: The relationship began gaining traction in 2021 when AMD won Meta as a chip customer with Meta adopting AMD's EPYC CPUs for its data centers. This was followed by" [X Link](https://x.com/MikeLongTerm/status/1978264184501477409) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T00:58Z 16.4K followers, 121.7K engagements "Me When $AMD announces a Data center deal with $META" [X Link](https://x.com/MikeLongTerm/status/1978625071217332622) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T00:52Z 16.4K followers, 16.7K engagements "BREAKING $GRAB $GOTO Update 🔥🔥🔥 Background: Indonesian corruption case involving the procurement of Chromebooks during Nadiem Makarim's tenure as Education Minister in which his former company GoTo has been searched by authorities for evidence. The tech company GoTo is subject to anti-corruption laws in its business operations but this is separate from the Indonesian corruption case. Context:if convicted Nadiem will go to prison up to XX years. Goto may be confiscated leaving the entire Indonesia market to $GRAB. The Attorney General's Office (AGO) re-questioned Nadiem Makarim as a suspect" [X Link](https://x.com/MikeLongTerm/status/1978767544325415144) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T10:18Z 16.4K followers, 6489 engagements "$GRAB how to know Short Sellers are actively manipulating Grab Daily price action especially the last XX trading days They are in the red btw($300-$400m). Why would brokers not updating Grab catalyst/partnership @OpenAI is a nothing @Alipay with 1.7B users is nothing Have you seen the effect of partnership with OpenAI and $AMD $NVDA $ORCL I have been in the market long enough to recognize this kind of BS. Hence my posts are getting reported. Now Bears are betting on full blown trade-war. Of course this would hurt GRAB or any business in SEA or US businesses. But that is very unlikely. But now" [X Link](https://x.com/MikeLongTerm/status/1978939547103691056) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T21:42Z 16.4K followers, 74.6K engagements "$AMD $META El Paso Data Center & Beyond 🧵 Meta's recent advancements in AI infrastructure represent a significant pivot toward open scalable and energy-efficient data center designs directly benefiting @AMD ($AMD) while intensifying competition with @nvidia ( $NVDA). Open Rack Wide (ORW) Specification: On October XX 2025 at the Open Compute Project (OCP) Global Summit in San Jose Meta contributed the ORW standard to OCP. ORW is a wider rack form factor (designed for 1.2m-wide chassis) optimized for high-density AI workloads supporting liquid cooling modular compute nodes and interoperability" [X Link](https://x.com/MikeLongTerm/status/1979201596744413187) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T15:03Z 16.4K followers, 14.3K engagements "$GRAB Dine-Out is winning 🧵 Sources confirmed Dine-Out feature deal purchased have surged from 300-400% because SEA's retaurants want to buy visibility by giving $GRAB SuperApp a cut of 20-35% commission. This data aligned with my $1B revenue by Q4 2025. I could be wrong but recent data are pointing a strong Q4 tourism surge and accelerated growth for GRAB. While short sellers are doubling down Grab's fundamental is improving sharply vs 2023-2024. Grab Holding Southeast Asia's leading AI SuperApp for ride-hailing delivery Fin-Tech Tourism has fully launched Dine-Out feature recently." [X Link](https://x.com/MikeLongTerm/status/1979226389162111049) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T16:41Z 16.4K followers, 22K engagements "BREAKING $GRAB CFO @peter_oey @HSBC 🔥🔥 Key words: "We are not here to compete with $HSBC" 🤣 Digital bank is literally taking away market share at the fastest pace with more affordable strategy" [X Link](https://x.com/MikeLongTerm/status/1979269431545995576) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T19:33Z 16.4K followers, 14.3K engagements "$PLTR @PalantirTech What 🤣 Really Quantum and Rigetti" [X Link](https://x.com/MikeLongTerm/status/1979567495750017041) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T15:17Z 16.4K followers, 69.6K engagements "$NVDA $AMD $TSM $CRWV @altcap w/ Bill Gurley 🎙 Free Cash Flow is Superior in all market cycles. Source & Credit:" [X Link](https://x.com/MikeLongTerm/status/1979683502305202536) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T22:58Z 16.4K followers, 3210 engagements "$GRAB CEO @AnthonyPY_Tan met Driver-partner 🔥 While $GRAB Short sellers spreading misinformation Anthony was busy meeting up drivers where he sees them as partner in Indonesia. This is not a short-term relationship but a long term partnership with all drivers in Indonesia and other regions aligning with President Prabowo initiatives. Here is the detail from Anthony Tan: "This was a driver-partner meetup that was close to my heart: I met with Grab driver-partners who have young families to understand if our welfare benefits support them. Our products like insurance coverage and checking and" [X Link](https://x.com/MikeLongTerm/status/1979704002330702043) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T00:19Z 16.4K followers, 8450 engagements "$AMD this is impressive for a desktop ☺" [X Link](https://x.com/MikeLongTerm/status/1979747050117009781) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T03:10Z 16.4K followers, 4473 engagements "BREAKING $AMD $TSM 🔥🔥🔥 TSMC Taking First Steps To Build Its 1.4nm Facility In Taiwan By End Of 2025 Will Not Adopt ASMLs High-NA EUV Machines For This Process It is pretty much confirmed that TSMC will begin 2nm wafer production by the end of 2025 but the worlds biggest semiconductor manufacturer aims to maintain its dominant lead by pursuing a manufacturing process even lower than the aforementioned lithography; 1.4nm which is also known as A14. According to the latest report the company will commence the very first steps of 1.4nm wafer production on its local turf but will seemingly not" [X Link](https://x.com/MikeLongTerm/status/1979903938599198986) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T13:34Z 16.4K followers, 37.6K engagements "For @PalantirTech OGRecent and New shareholders $PLTR can't force you to buy or hold long term. You have the power to choose to trade or invest. Zoom out Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1979929860253372514) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T15:17Z 16.4K followers, 58.5K engagements "$AMD & @OpenAI @sama Aggressive Infrastructure🎙 "You should expect much more from us in coming months" Source and Credit: Sam Altman on Sora Energy and Building an AI Empire" [X Link](https://x.com/MikeLongTerm/status/1979959750600044843) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T17:16Z 16.4K followers, 4348 engagements "$QQQ $SPY $DIA $IWM $IWO Next Week 🔥🔥 Oct 20-Oct XX Economic data & Catalysts PM=Pre-market; AH= After Hour Oct XX 9:15am Industrial Production 10am Business Iventories Est -XXX% Prev -XXX% Oct XX 8:30am ECB Lagarde 4:30pm API Crude Oil Inven Prev -2.8m Earning: $LMT $GM $KO (PM) $NFLX (AH) Oct XX 8:30am MBA Mortgage Applications ECB Lagarde 2:00pm 20-Year Bond Auction Earning: $T(PM) $TSLA(AH) Oct XX 8:30am Existing Home Sales Initial Jobless Claims 10-10:30am KC Fed Composite Index Natural Gas Storage Earning: $BX(PM) $INTC (AH) Oct XX 8:30am CPI (Sep Core/Headline YoY) Building Permits" [X Link](https://x.com/MikeLongTerm/status/1979984955292721627) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T18:56Z 16.4K followers, 18.4K engagements "$AMD $PLTR $TSLA $XYZ $GRAB $HIMS. I was told to do much more short posts so I can grow my account much faster. Because nobody is going to read 1500-2000 words of analysis. To be precise "You are wasting your time just look at the impression stats and X Algo favorites" I was told to do these: " $PLTR is x1000 opportunity from here mark my word" or " $GRAB is 500x from here only a few will understand this" or post a chart and " $AMD is going to be XX Trillion market cap company mark my chart" or " $TSLA is going to x100 from here subscribe to learn more" I couldn't come up with a good response" [X Link](https://x.com/MikeLongTerm/status/1980003395663548841) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T20:09Z 16.4K followers, 15.2K engagements "$AMD Roadmap to $X Trillion is Clearer with ROCm Progress (Inference+Training at Scale) 🔥🔥 CUDA Founder said @AMD "ROCm isn't just catching upit's redefining scalability for open AI" 🎙 Background: Greg Diamos was one of the early CUDA architects at $NVDA who helped build the low-level GPU features that were foundational to the software's initial design. He was part of the original CUDA team that developed features like shared memory and helped build the performance "from scratch". During his time at NVIDIA he was also involved in the architecture for the GPU streaming multiprocessor. This" [X Link](https://x.com/MikeLongTerm/status/1980012738991558940) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-19T20:46Z 16.4K followers, 27.4K engagements "@PalantirTech Chris Markoch on Q3 ER🔥🔥🔥 MarketBeats Chris Markoch breaks down what this latest partnership means for Palantirs expanding commercial footprint and why this kind of momentum has become a pattern leading into $PLTR earnings reports. Palantir is integrating its Artificial Intelligence Platform (AIP) with OneMedNet's healthcare data tools to advance analytics in areas like oncology cardiology rare diseases and clinical research. This builds on Palantir's government contracts (with the FDA and NIH) and signals commercial expansion in healthcare. OneMedNet a small unprofitable" [X Link](https://x.com/MikeLongTerm/status/1980062356181803113) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T00:03Z 16.4K followers, 6162 engagements "BREAKING $NVDA CEO Jensen Huang on Fox Business 🔥🔥🔥 $AMD $TSM $AVGO Is AI a bubble Source and Credit: Fox Business" [X Link](https://x.com/MikeLongTerm/status/1980086711918186503) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T01:40Z 16.4K followers, 8320 engagements "$AMD $PLTR $TSLA $XYZ $GRAB $HIMS. Lots of folks think im getting paid massively by X or the companies i wrote DDs on for months and years. Sadly the entire year money from X wouldn't be enough for one dinner date. And I haven't got paid a penny from Any of my long-term companies. if I ever get paid or offer to be paid i will let you know upfront. You can try to bring any Paywall analysis/articles or courses out there to compare to my Free.99 DD posts to see which have better value. Hence tons of people are chasing the algo for views. Clickbait or x100 title with short writing get way more" [X Link](https://x.com/MikeLongTerm/status/1980122977325740469) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T04:04Z 16.4K followers, 8889 engagements "$AMZN is a $XXX stock🤝 $AMD to $X Trillion 🚀 Context: @amazon @awscloud been working with @AMD EPYC processors since 2018. If you want to read the full "secret weapon" analysis I will link down below. Basically 2026 EPYC processors codednamed "Venice" breakthrough(patented) are optimized for AI workloads leveraging the "Secret Weapon" interconnect to enhance chiplet-to-chiplet communication critical for AI training and inference tasks. Fabricated on TSMCs 2nm (N2P) for CCDs and 3nm (N3P) for the I/O die Venice targets massive core counts high memory bandwidth and low-latency data movement" [X Link](https://x.com/MikeLongTerm/status/1980226539959603455) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T10:56Z 16.4K followers, 54.5K engagements "$GRAB 20th day MANIPULATION 🔥🔥🔥 Yep it is absolutely nothing but normal here just XX days manipulation out of XX trading days Just the usual BS of PM AH manipulation from short sellers. Paid brokers to hide @OpenAI @Alipay @KlookTravel partnerships. Paid HSBC to downgrade because they can't force $GRAB to buy $GOTO that is worth less than $X soon to be confiscated or burn all its cash. My take: Get used to it. Short sellers won't matter long term. Aggressive Tourism GrabFin Dine-Out GrabMap(B2B) GrabAds GrabUnlimited expansion will blow them up eventually. Fundamental Manipulation Long" [X Link](https://x.com/MikeLongTerm/status/1980232060066300108) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T11:18Z 16.4K followers, 24.2K engagements "$PLTR $CRM may start giving out forecast for 2040. 🦖 is trying" [X Link](https://x.com/MikeLongTerm/status/1980248966731100639) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T12:25Z 16.4K followers, 3428 engagements "$AMD $AMZN partnership will 🚀 in 2026 Part 2🔥 $INTC to lose more market share to @AMD EPYC in 2026 TLDR: Not many are covering AMD 2026 EPYC Venice so I will to support my case for FY2026 to have $70B-$100B revenue. I won't be able to give u a price target since X digits growth will be hard to project price discovery. Market is very near-term which could send valuation way over my imagination. And No it is not going to $5T next year(should be when @AMD hit $45B revenue quarter at 55-65% margin) it will be over the long term. And Amazon is a massive customer for both EPYC and AI Accelerator" [X Link](https://x.com/MikeLongTerm/status/1980339650469245043) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T18:25Z 16.4K followers, 10.4K engagements "$AMD MI350🔥" [X Link](https://x.com/MikeLongTerm/status/1980355365037650292) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T19:28Z 16.4K followers, 4419 engagements "BREAKING $AMD 🔥🔥🔥 13F filing- Virginia Retirement Systems($123B Fund) 36th largest pension fund increased @AMD position by XXXXXX% or XXXXXXX shares to a total holding of 172500 shares" [X Link](https://x.com/MikeLongTerm/status/1980402388847546842) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-20T22:34Z 16.4K followers, 3122 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MikeLongTerm Mike
Advanced Micro Devices (AMD) is making significant strides in the AI chip market, particularly with its partnership with OpenAI and the development of its MI450 chip. The company's stock has been gaining attention from analysts, with several firms upgrading their price targets and issuing buy ratings. AMD's CEO, Dr. Lisa Su, has confirmed the company's ability to supply millions of chips, which could lead to a substantial increase in revenue.
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- X Months XXXXX +483%
- X Year XXXXX +46%
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- X Month XXXXXX +24%
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Social Influence #
Social category influence stocks #417 technology brands #1781 finance #505 countries XXX% cryptocurrencies #5478 exchanges #1607 travel destinations #2669 automotive brands #3713 currencies #944 social networks XXXX%
Social topic influence $grab #1, $amd #1, open ai #16, $nvda #9, $meta #9, $pltr #3, meta #939, long term #12, $googl #415, money #3096
Top accounts mentioned or mentioned by @amd @palantirtech @openai @grabsg @anthonypytan @lisasu @wearehims @federalreserve @amazon @amitisinvesting @nvidia @meta @alipay @cnbc @oracle @microsoft @softbank @intel @klooktravel @grok
Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Metadium (META) Palantir (PLTR) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) HSBC Holdings PLC (HSBC) Hims & Hers Health, Inc. (HIMS) Block, Inc. (XYZ) Tesla, Inc. (TSLA) SPDR S&P XXX ETF Trust (SPY) Oracle Corporation (ORCL) Ethereum (ETH) DIA (DIA) Microsoft Corp. (MSFT) Meta Platforms, Inc. (META) BITMINE IMMERSION TECH (BMNR) Block, Inc. (SQ) Cream (CRM) Broadcom, Inc. (AVGO) Lockheed Martin Corporation (LMT)
Top Social Posts #
Top posts by engagements in the last XX hours
"$AMD FY2026 $70-$100B Revenue Discussion 🧵 TLDR: This is $AMD J-Curve moment. 2026 will be explosive whether bears like it or not. @AMD has positioned itself as a key player in the AI and data center revolution with its Data Center segmentencompassing EPYC CPUs and Instinct GPUs (MI355X/MI450) emerging as the primary growth driver. For FY 2026 (ending December 2026) My AMD's revenue projection is to reach approximately $70B-$100B representing a robust XXX% -XXX% (YoY) increase from the estimated $34.5B in FY 2025 Key revenue contribution: A. MI350 series continue to ramp as expected in H1"
X Link @MikeLongTerm 2025-10-14T11:55Z 16.4K followers, 72.9K engagements
"$AMD $620/share is too conservative for 2026 🧵 Some quick facts before I dive into this super long thread: $META allocated XX% GPUs to $AMD and XX% to $NVDA @OpenAI allocated 6GW(38%) to $AMD and 10GW to $NVDA My $XXX PT below by end of 2026 was only for 10-15% market share. I believe $AMD is going to have much much higher market share than I projected. The AI accelerator market is exploding projected to reach $XXX billion by 2028(is now heading $1Tril) driven by insatiable demand for training and inference compute in large language models (LLMs) recommendation systems and autonomous"
X Link @MikeLongTerm 2025-10-06T19:44Z 16.4K followers, 604.2K engagements
"BREAKING $AMD& @OpenAI Dr. @LisaSu confirmed $TSM 2nm MI450 vs $NVDA 3nm On Yahoo🔥🔥 Process Node Advantage: AMD's hybrid approach uses 2nm for the XCD (enabling higher transistor density and efficiency) while employing 3nm for the Active Interposer Die (AID) and Media Interface Die (MID) as noted by GPU leaker Kepler_L2. This gives AMD a massive edge in power efficiency and performance-per-watt over NVIDIA's uniform 3nm design for Rubin. Timeline and Partnerships: The MI450 is targeted for a 2026 launch aligning with AMD's deepened ties to OpenAI which will deploy up to 1GW of MI450"
X Link @MikeLongTerm 2025-10-09T16:57Z 16.4K followers, 38.6K engagements
"$AMD $NVDA Guidances Excluded all Potential AI Chips revenue or $X from China"
X Link @MikeLongTerm 2025-10-10T15:08Z 16.4K followers, 106.9K engagements
"$NVDA CEO on $AMD @OpenAI 6GW Deal🔥🔥 OpenAI President @gdb said: OpenAi been investing in AMD software (Current ROCm 7) for a long time. ROCm X with MI450 is expected to be on par with CUDA in 2026. Greg said OpenAI is getting really good performance out of ROCm X enabled through long time partnership. Excited about MI450 with great hardware innovation(pointing to the "secret weapon" (patented) new design"
X Link @MikeLongTerm 2025-10-12T16:03Z 16.4K followers, 60.5K engagements
"BREAKING @PalantirTech is invited to White House🔥 Companies sending representatives to the East Roomevent include Lockheed Martin Microsoft Meta Platforms Alphabet's Google and $PLTR Technologies according to the White House. The guest list also features wealthy individuals and families such as oil billionaire Harold Hamm BlackstoneCEO Steve Schwarzman and Cameron and Tyler Winklevoss. I can't confirm if Dr. Karp is attending or someone else"
X Link @MikeLongTerm 2025-10-15T21:45Z 16.4K followers, 58.6K engagements
"BREAKING 2nd largest buy on @PalantirTech $PLTR State Street Corp($4.4Tril Fund or $44Tril under management) made a whooping XXXXX% increase or 40498024 shares to total of 82512440 shares Or estimate value long is nearly $5B This made State Street Corp the 5th largest shareholder. 😏"
X Link @MikeLongTerm 2024-11-14T20:54Z 16.2K followers, 14.4K engagements
"$GRAB & Thinking Ahead (MTU)🧵 Grab Dine-Out and Free Grab Map(much more accurate than Google Map) in the SuperApp are some of the greatest enagement drivers for the coming quarters/years. But Grab is missing some features that could drives more eyes/users to its Ecosystem. WeChat has that core (text messaging voice/video calls and group chats) with very minimal ads to retain users' experience. So we must explore new creative features to acclerate Monthly Transacting Users I can think of X different new products that can boost 46m monthly transacting users to 10x. To be the "The Everyday"
X Link @MikeLongTerm 2025-10-04T03:16Z 16.2K followers, 41K engagements
"$GRAB SuperApp & new $X PT From $XXXX My view: CGS projected XXXX% average growth toward 2027. Which is still XX% below my baseline growth projection in the next XX years. $GRAB is far from fair value($50B market cap). You can read the thread below to understand how I got to XX% baseline. SINGAPORE CGS International has upgraded its recommendation on Grab to add from hold previously and raised its target price by XXXX per cent to US$7 from US$5.40 as the brokerage takes on a more positive outlook on the companys financial services segment. The way CGS International analyst Jacquelyn Yow sees"
X Link @MikeLongTerm 2025-10-07T19:20Z 16.2K followers, 21.1K engagements
"$AMD @OpenAI $TSM @GroqInc CEO 🎙 Jonathan Ross the father of Google TPU on "Is AI a Bubble""
X Link @MikeLongTerm 2025-10-07T22:07Z 16.2K followers, 69.8K engagements
"$NVDA New CEO JenSen Huang on CNBC Full🎙 @nvidia and @OpenAI partnership since 2016; different than $AMD and OpenAI deal. OpenAI gonna have to raise funding to fund the Data centers cited OpenAI revenue is growing very fast. @xai & NVDA equity raise Is this a Bubble discussion General AI and Specialized AI AI ecosystem will need more Chip makers US vs China AI Arms Race H1B Energy (implying self-generated energy data center) Demand for computing in the last X months went up substantially Source and Credit: CNBC"
X Link @MikeLongTerm 2025-10-08T12:46Z 16.2K followers, 38.6K engagements
"For $XYZ Shareholders Randy will be interviewing Satoshi Wednesday October X 2025 4:00-5:05 PM EST"
X Link @MikeLongTerm 2025-10-08T15:02Z 16.2K followers, 3767 engagements
"I been massively bullish lately on $AMD and $GRAB. And I'm also seeing more and more "delusional" "🤡" or "unrealistic" comments from various posts. WE ARE STILL EARLY Reminded me of the $PLTR endless misinformation years from @georgesoros. Reminded of the Perm bear Gordon Johnson on $TSLA. oh and best of luck shorting @PalantirTech @CitronResearch 🤣 First of all How I'm wrong when I'm up and I been talking about AMD for years and Grab Since Feb and finished my core position on April/May selloff Private portfolio is up✅ Public portfolio is up ✅ All my posts are public and free to search. I"
X Link @MikeLongTerm 2025-10-08T17:10Z 16.2K followers, 48.9K engagements
"Just in $GRAB & Fiduciary Alliance 13f filing-Fiduciary Alliance($2B Fund) started a brandnew position on $GRAB with 328008 shares. This fund also bought calls"
X Link @MikeLongTerm 2025-10-08T19:29Z 16.2K followers, 13.6K engagements
"BREAKING $AMD 🤝 $AMZN @awscloud 🔥🔥🔥 "Secret weapon" is WORKING (will link below) Today @AMD and @awscloud announced collaborated latest Amazon EC2 general-purpose instance M8a powered by 5thGen AMD EPYC processors. AWS has collaborated with AMD as the first major cloud provider to launch instances powered by AMD EPYC CPUs. Since 2018 AWS has launched all generations of EPYC CPUs spanning general purpose memory-optimized compute-optimized burstable and HPC instance families AMD EPYC CPU-powered M8a is a strong fit for general-purpose applications that need balanced compute memory and"
X Link @MikeLongTerm 2025-10-08T21:35Z 16.2K followers, 19.8K engagements
"BREAKING @PalantirTech & National Center for Veterans Analysis $PLTR is awarded $385m VA contract for National Center for Veterans Analysis and Statistics Platform - SaaS solution. Award Details Contract Award Date: Sep XX 2025 Contract Award Number: GS35F0086U36C10B25F0313 Task/Delivery Order Number: Contractor Awarded Unique Entity ID: FSY4LVSBGWB7 Contractor Awarded Name: PALANTIR TECHNOLOGIES INC. Contractor Awarded Address: DENVER CO 80202-5835 Base and All Options Value (Total Contract Value): $385395088.50 General Information Contract Opportunity Type: Award Notice (Original) Original"
X Link @MikeLongTerm 2025-10-09T11:51Z 16.2K followers, 45.6K engagements
"BREAKING @PalantirTech & Crisis24 🔥🔥🔥 ANNAPOLIS (MD) October X 2025 Crisis24 a global AI-enhanced provider in integrated risk management personal protection medical concierge and crisis consulting today unveiledCrisis24 AiiA Powered by $PLTR Palantir (Crisis24 AiiA) a groundbreaking intelligence platform designed to bring unprecedented actionable foresight and clarity to C-Suite executive decision-makers. By delivering daily head-of-state-level briefings this new platform empowers Fortune XXX chairpersons boards and C-Suite executives with the foresight to navigate uncertainty shape"
X Link @MikeLongTerm 2025-10-09T13:47Z 16.2K followers, 16.4K engagements
"$GRAB & Talented Software Hub in India 🧵 Grab Holdings Limited Southeast Asia's leading AI SuperApp(75% market share soon to be 90-9%) for ride-hailing Food delivery Financial services Tourism Dine-Out and B2B solutions has maintained a significant engineering presence in India since 2017(Growing workforce). While not always branded explicitly as a standalone "Software hub" Grab's operations in Bengaluru (Bangalore) function as a key technology center focused on in-house software development. This setup leverages India's status as a global tech talent powerhouseranked #6 in the world for"
X Link @MikeLongTerm 2025-10-09T15:34Z 16.2K followers, 24.9K engagements
"$GRAB I appreciate you Bears. Small order Absolutely Not Financial Advice"
X Link @MikeLongTerm 2025-10-09T17:07Z 16.2K followers, 6282 engagements
"$GRAB Short Sellers have small 🍆 energy Context: GRAB SI went from 51m shares(Sept 2024) shorted to 188m shares short(Sept 2025) or XXX% increase How long do they plan to pay 3rd party to hide $GRAB information/catalysts from brokers I called X brokers and they all claimed "we got updates through 3rd party". They never gave me the name of the 3rd party. Otherwise u will see me posting abt this fraud. Shouldn't we have some kind of criminal investigation on these short sellers and 3rd party This is literally fraud I dont have a problem of funds shorting and losing money. But I do have problem"
X Link @MikeLongTerm 2025-10-09T18:10Z 16.2K followers, 6511 engagements
"BREAKING $GRAB Short Interest New ATH🔥🔥 Called it I knew these idiots gonna do it. GRAB SI Officiially broke another ATH 196321157 shares - source: NASDAQ from 187990000 shares. Total Dollar sold short is $1211301538 Manipulated XX days out of the last XX trading days. What they are betting on: Missed Q3 Earning and a weak guidance. = This is going to fail. Q3 will have Triple Beat with strong Q4 guidance potentailly guiding for $1B revenue in Q4 2025. Most analysts are projecting Q4 at $830-$850m so plenty of upside if guided higher. Weak hand institutions/retail investors = Conviction is"
X Link @MikeLongTerm 2025-10-09T21:56Z 16.2K followers, 30.7K engagements
"$GRAB Seeing significant interest from Institutions(Q3). We should start seeing more 13f as we get closer to November. What I posted from Q2 we should see familiar funds in Q3 added more. Short Interest should continue to trend to new ATH and ATH and ATH. We should also expect more manipulations incoming. Potentially a short report. Sub Group will be the first to see it. Then I will update the rest to everyone. Will be interesting to learn if "dumb money" sold any to "smart money" in Q3. My estimate is much smaller % than Q2. Q2 was more than 50m shares Grab Basically was tamed from Jan to"
X Link @MikeLongTerm 2025-10-10T01:43Z 16.2K followers, 8680 engagements
"BREAKING $GRAB 16th day MANIPULATION 🔥🔥 "Short sellers" triggered Algo manipulation since 4:55am abnormal orber book has been detected. This is 16th day out of XX trading days seeing aggressive algo manipulation from $GRAB short sellers. As evidenced by new Short Interest data at ATH or 196321157 shares - source: NASDAQ Short Interest is likely to climb the new ATH next data. This data was settled on 2025-09-30. So we are XX days into new days now. Will update when I get it. No Update on brokers(blamed again on 3rd party) the launch of @BYDCompany EV in multiple cities/regions. BYD to"
X Link @MikeLongTerm 2025-10-10T13:38Z 16.2K followers, 15.6K engagements
"$GRAB & @Honda & Other Electric Bike Brand 🧵 Grab Holding Southeast Asia's leading AI SuperApp for ride-hailing delivery Fin-Tech TourismDine-Out and B2B Solutions has maintained a longstanding strategic partnership with Honda Motor Co. Ltd. since 2016. This collaboration began with a memorandum of understanding (MOU) focused on enhancing GrabBike (Grab's motorcycle ride-hailing service) across markets like Indonesia Thailand Vietnam Malaysia the Philippines and Singapore. Key elements include: Honda made an undisclosed equity investment in $Grab marking its first foray into the ride-hailing"
X Link @MikeLongTerm 2025-10-10T14:51Z 16.2K followers, 4722 engagements
"Can $Grab hold $6"
X Link @MikeLongTerm 2025-10-10T18:30Z 16.2K followers, 11K engagements
"BREAKING $GRAB Tourism Update 🔥🔥🔥 My source is telling me GRAB tourism is extremly busy meaning it is doing well despite it was launched very recently. My guess is @Alipay with 1.7B users and partnerships with X countries' tourism departments really help More airport rides/foods delivery/dine-out. Driven by strong regional tourism recovery and the company's dominant market position. This growth is expected to continue into the holiday season with the company's additional services reflecting this positive trend through revenue growth and increased profitability. September updates highlight"
X Link @MikeLongTerm 2025-10-11T01:47Z 16.2K followers, 9010 engagements
"Silver Hedge $ETH $GRAB Should outperform later. SIlver and gold are doing very well right now"
X Link @MikeLongTerm 2025-10-13T10:05Z 16.2K followers, 13K engagements
"$GRAB 17th day Manipulation 🔥🔥🔥 TLDR: I bought XXX $GRAB shares. Spotted some abnormal shorting from order book. While this is much less than prior XX days but this still counted as XX days manipulated out of XX trading days. It is safe to assume short sellers are not going to let this go for a while. Long term shareholders should understand what and why they own $GRAB. Alright that is it. Not Financial Advice"
X Link @MikeLongTerm 2025-10-13T14:27Z 16.2K followers, 19K engagements
"@vatsalBN You can find the answer on prior threads by searching @MikeLongTerm $GRAB short . Bears will be proved wrong again. If u want further analysis considering subscribe to Group discussion"
X Link @MikeLongTerm 2025-10-13T14:42Z 16.2K followers, XXX engagements
"@Tuffy1cat No. stated it multiple times. If you know how I can get paid from $GRAB let me know. Because I been doing this for free for X months since I initiated first buy"
X Link @MikeLongTerm 2025-10-13T16:28Z 16.2K followers, XXX engagements
"BREAKING $GRAB upgraded by Jefferies $XXXX PT🔥 Buy Rating Jefferies cited Grab's "strong execution" as the core driver including: Upward revisions to Q3 2025 projections for gross merchandise value (GMV) revenue and adjusted EBITDA. Anticipated acceleration in deliveries GMV via product-led strategies and margin improvements. Mobility segment gains from new user acquisition higher frequencies in Tier X cities and deeper penetration in smaller markets. Rapid growth in financial services. Reduced regional corporate costs"
X Link @MikeLongTerm 2025-10-13T18:42Z 16.2K followers, 33.8K engagements
"$GRAB Mart(Grocery) Sept-Oct Update 🧵 Sources confirmed GrabMart has seen steady operational expansions and promotional activity in Southeast Asia during this period aligning with broader tourism recovery and AI-driven efficiencies. X. FAMA Collaboration in Malaysia (Ongoing Since September 2025): GrabMart partnered with Malaysia's Federal Agricultural Marketing Authority (FAMA) to digitize over 300+ farmers' market traders (e.g. Pasar Tani Kekal Putrajaya with XX vendors). This includes incubator training via GrabMasterclass boosting SME visibility and sales by 1220% for partners."
X Link @MikeLongTerm 2025-10-14T00:08Z 16.2K followers, 17.5K engagements
"Do you know why Silver is up massively We can print money but We can't print AI Chips and Energy. I knew this since ChatGpt hype and moved quickly to more Silver and $ETH. $GRAB was recently since FEB but should enjoy the tailwinds with this trend. USD. GRAB Top-Bottom Line Not Financial Advice"
X Link @MikeLongTerm 2025-10-14T01:15Z 16.2K followers, 10.5K engagements
"BREAKING $GRAB to avoid $21m fine 🔥🔥🔥 TLDR: Saved $21m for the Q3 ER PUTRAJAYA (Oct 14): The Federal Court on Tuesday quashed the Malaysia Competition Commissions (MyCC) bid to appeal against lower court decisions that overturned an RM86.77 million fine imposed on Grab Holdings Inc in 2019 effectively allowing Grab to avoid the penalty. The three-judge panel chaired by Datuk Abu Bakar Jais denied MyCC leave to appeal against the Court of Appeals decision. Abu Bakar said that MyCC did not meet the threshold for an appeal at the countrys apex court as stipulated under Section XX of the"
X Link @MikeLongTerm 2025-10-14T09:45Z 16.2K followers, 7881 engagements
"BREAKING $GRAB Q3 ER on Nov 3rd 2025🔥🔥🔥 NEW YORK XX October 2025 - Grab Holdings Limited (NASDAQ: GRAB the "Company" or "Grab") plans to announce its unaudited third quarter 2025 results after the U.S. market closes on November X 2025. The Company's management will hold a conference call to discuss the third quarter 2025 results at: Date and time: 7:00 PM U.S Eastern Time on November X 2025 8:00 AM Singapore Time on November X 2025"
X Link @MikeLongTerm 2025-10-14T12:30Z 16.2K followers, 8359 engagements
"BREAKING $GRAB 18th day MANIPULATION 🔥🔥 I have seen significant number of my posts are getting reported. Will repost this if this gets removed Spotted 18th days manipulated activities on Order Book out of XX trading days. Don't expect short sellers to go away for a while. They hated the fact that I'm calling them out daily. Alright that is it. Not Financial Advice"
X Link @MikeLongTerm 2025-10-14T13:33Z 16.2K followers, 22.8K engagements
"$GRAB I appreciated you Bears🔥🔥🔥 Keep selling me cheap shares🤌 Absolutely NOT Financial Advice"
X Link @MikeLongTerm 2025-10-14T13:40Z 16.2K followers, 22.8K engagements
"It is ironic that all the banks are calling AI bubble or pullback after they took profit $JPM $BAC $WFC $MS $GS"
X Link @MikeLongTerm 2025-10-14T16:11Z 16.2K followers, 1929 engagements
"What is $AMD @AMD valuation if hit $70B-$100B revenue by FY 2026"
X Link @MikeLongTerm 2025-10-14T16:49Z 16.2K followers, 2537 engagements
"BREAKING $GRAB 13f filing- Euro Pacific Asset Management($1.3B Fund) started a brandnew position on $GRAB with 379745 shares Bears are shorting(new ATH) "Smart money" is buying"
X Link @MikeLongTerm 2025-10-14T18:08Z 16.2K followers, 16.4K engagements
"$GRAB Dine-Out Oct 2025 Update 🔥🔥🔥 Grab AI SuperApp recently launched Dine-Out which allows users to discover reserve tables and access exclusive discounts at participating restaurants directly through the Grab app continues to expand across Southeast Asia. Launched earlier in 2025 it's designed to boost in-restaurant dining by integrating with Grab's superapp ecosystem; no delivery fees involved just high-margin(70-80% w/ 20-35% commission) reservations and promotions. As of early October over 1500 restaurants in Singapore alone are live on the platform with similar growth in markets like"
X Link @MikeLongTerm 2025-10-14T20:34Z 16.2K followers, 20.3K engagements
"$PLTR 2025 thesis is going "raw""
X Link @MikeLongTerm 2025-10-15T01:02Z 16.2K followers, 6523 engagements
"$GRAB Ads Sept-Oct 2025 Update 🔥🔥🔥 AI SuperApp Grab Ads the advertising arm of Southeast Asia's leading superapp Grab continues to demonstrate robust momentum in 2025 driven by its integration into Grab's ecosystem of mobility deliveries fintech and emerging tourism services. As of Q3 2025 (ending September 30) Grab's overall advertising revenue segment reported over XXX% (YoY) growth fueled by enhanced targeting via first-party data AI-powered ad creation tools and expansions in retail media networks (RMNs) This growth persists into early October with no major disruptions from"
X Link @MikeLongTerm 2025-10-15T12:52Z 16.2K followers, 14.6K engagements
"BREAKING $GRAB 13f Filing- Swedbank AB($290B Fund) increased $GRAB position by XXXXXX% or 507278 shares to a total holding of 561954 shares"
X Link @MikeLongTerm 2025-10-15T13:41Z 16.2K followers, 15.1K engagements
"BREAKING $GRAB 13f-Filing Vontobel Holding($45B Fund) increased $GRAB position by XXXXXX% or 73266 shares to a total holding of 136934 shares"
X Link @MikeLongTerm 2025-10-15T15:45Z 16.2K followers, 5152 engagements
"$GRAB $500B Market Cap is Inevitable Long Term🧵 GrabStay-The Next High Margin Segment. No this is not the $500B main thread(will write that later) just a title where I can get your attention to discuss this massive potential segment. Grab Holdings Limited Southeast Asia's AI SuperApp has masterfully evolved from a ride-hailing upstart into a multifaceted ecosystem encompassing mobility deliveries financial services advertising Tourism Dine-out and B2B Solution(GrabMap). With 2025 revenue on track for $3.4$3.5b and adjusted EBITDA guidance raised to $460$480 million but should hit above $500m"
X Link @MikeLongTerm 2025-10-15T16:59Z 16.2K followers, 28K engagements
"If you enjoy this kind $GRAB or other long term analysis hit the like/repost to help the X Algo. Feel free to bookmark if u want to re-visit. And if you want to support my work further consider subscribe just $0.33/day; Yes you can cancel your X individual account subscription at any time term and condition from @X"
X Link @MikeLongTerm 2025-10-15T17:11Z 16.2K followers, 2596 engagements
"@CathieDWood @ARKInvest @CathieDWood would u mind elaborate reasoning for full exit on $GRAB SuperApp position The business is re-accelerating with XX% minimum growth from Q4 2025 with new higher margin services deployed weekly. Feel free to read some of my analysis on $GRAB. Thank you"
X Link @MikeLongTerm 2025-10-15T18:41Z 16.2K followers, 2604 engagements
"You know you own high-quality business when Stock is down 10-20%. You were happy to add more then go to bed happy"
X Link @MikeLongTerm 2025-10-16T03:20Z 16.2K followers, 2072 engagements
"BREAKING @PalantirTech & @Snowflake 😯😯😯 $PLTR & $SNOW Announce Strategic Partnership for Enterprise-Ready AI & Analytics No-Headquarters/BOZEMAN Mont. & DENVER--(BUSINESS WIRE)--Snowflake (NYSE: SNOW) the AI Data Cloud company and Palantir Technologies Inc. (NASDAQ: PLTR) the industry leading provider of enterprise operating systems today announced a new partnership that integrates Snowflakes AI Data Cloud with Palantir Foundry and Palantir Artificial Intelligence Platform (AIP). With this partnership customers in the commercial and public sectors will be able to build more efficient and"
X Link @MikeLongTerm 2025-10-16T11:07Z 16.2K followers, 18.3K engagements
"BREAKING $AMD & UAE 🔥🔥🔥🔥🔥 TLDR: If you can't wait for a $Meta deal announcement(official PR) you will be even more excited about UAE Saudi. My projection $70B-$100B revenue FY2026 all excluded these countries potential AI revenue. Saudi or UAE can contribute 10GW of AI infrastructure in 5-10 years. 2026 will change everything due to adoption on AMD "secret weapon" breakthrough on MI450 EPYC processors APU. Today development @AMD and UAE e& UAE Partners with AMD to Build Next-Generation AI Infrastructure for a Sustainable Digital Future The agreement will see the companies explore the use"
X Link @MikeLongTerm 2025-10-16T15:29Z 16.2K followers, 9345 engagements
"$QQQ $SPY $DIA $IWM $IWO 10y yield finally broke below X% This is very good. Longer end bond yield has to decline naturally for the @federalreserve to cut rates quicker. Very bullish for 2026-2027"
X Link @MikeLongTerm 2025-10-16T18:39Z 16.2K followers, 3641 engagements
"BREAKING $GRAB & Q4 Tourism🔥🔥🔥 Based on aggregated data from the Pacific Asia Travel Association (PATA) ASEANstats and national tourism boards SEA (covering Indonesia Malaysia Philippines Singapore Thailand Vietnam Cambodia and Laos) is projected to receive 160-170 million international visitors in 2025. A significant increase from 150m visitors. Q4 2025 is estimated to be 30%+ or nearly 50m visitors. The biggest rebound on tourism for SEA. This perfectly aligned with $GRAB SuperApp aggressively expansion on Tourism. $GRAB AI SuperApp is more confirmed at XX% odd to hit $1B revenue quarter"
X Link @MikeLongTerm 2025-10-16T20:14Z 16.2K followers, 5696 engagements
"$GRAB Experience through @KlookTravel 👀 Indonesia (ID) Malaysia (MY) Singapore (SG) Thailand (TH) Philippines (PH) and Vietnam (VN). It's powered by Klook and focuses on local activities there. XX million monthly visitors with GrabPay(Buy now pay later) Attractions & Theme Parks Tours & Sightseeing Adventure & Outdoor Food & Beverage Local & Unique Activities With over 100000 options worldwide users can filter by location date price group size and ratings. It's not limited to localstourists can book international spots like Universal Studios while in supported regions"
X Link @MikeLongTerm 2025-10-17T01:01Z 16.2K followers, 5359 engagements
"Guggenheim analyst Michael Morris maintains Alphabet (NASDAQ: $GOOGL) with a Buy and raises the price target from $XXX to $280"
X Link @MikeLongTerm 2025-10-17T12:27Z 16.2K followers, 1734 engagements
"$AMD & @Adobe 🔥🔥🔥 Every detail matters but not every detail needs hours of manual work. See how AI in Adobe Substance 3D and AMD Ryzen AI Max PRO processors allow Brandon Lerry to move quickly from reference shots to textured dynamic scenes"
X Link @MikeLongTerm 2025-10-17T12:37Z 16.2K followers, 6517 engagements
"$PLTR $AMD $TSLA $XYZ $GRAB $HIMS $AMZN $GOOGL $COST $WING $BROS $TSM. The key to find high quality businesses is to spend 500-1000 hours trying to learn about the business. For some it can be just XXX hours for most will be 1000+ hours. I love high quality business with pristine balance sheet. Most of them in the early stage are misunderstood That is a good place to start. But are you willing to outwork lazy wall street analysts Peter Lynch may not be a Tech Investor but his investing philosophy shaped my way of finding high quality businesses. I don't judge on share price I see ownership"
X Link @MikeLongTerm 2025-10-17T17:47Z 16.2K followers, 5945 engagements
"@Jukanlosreve $AMD is 40-50% cheaper with more Helios Rack(2026) due to lower energy consumption vs $NVDA"
X Link @MikeLongTerm 2025-10-17T19:36Z 16.2K followers, XXX engagements
"BREAKING $GRAB $GOTO $7B deal Update TLDR version: $GOTO Is worthless and $GRAB will not need be forced to buy this for $7B Indonesia prosecutors continued searching Goto Gojek Tokopedia and seized more documents and evidences of $613m ongoing corruption case surrounding stealing money from the fund that was designated to buy Chromebook for poor children. Former Education Minister Nadiem Makarim was questioned more. Last week GoTo CEO Andre Soelistyo and former Tokopedia CEO Melissa Siska Juminto in connection with the case. Melissa now serves as e-commerce director at ByteDance the Chinese"
X Link @MikeLongTerm 2025-07-24T12:55Z 16.3K followers, 133.4K engagements
"BREAKING $GRAB & The Legend Martin Ebner Ubs Asset Management Americas Inc is a subsidiary of UBS Americas Inc also belong to UBS Group AG($5.9Tril Fund) increased $GRAB position by XXXXX% or 3659621 shares to a total holding of 20921415 shares from 13f So the legend Martin Ebner with XX% average return is now concentrating his holding on $GRAB. Martin Ebner a Swiss billionaire businessman and investor is indeed known for his strategy of taking large concentrated positions in companies So all the Legends are on this Singapore base company SuperApp. What are you doing 🤔 And this is Not"
X Link @MikeLongTerm 2025-08-17T00:23Z 16.3K followers, 5704 engagements
"$GRAB $GOTO 😂 How many time do you have to repeat this This only confirmed the ongoing brand damage and the link Goto/Gojek had with Nadiem in the current ongoing corruption investigation. I don't think $GOTO has much time here. If your company has to come and out repeat the same thing weekly/monthly then may be you are guilty af. The endgame is near. $GRAB to take all market share in Indonesia at $X. I'm glad I followed this closely made a bold call in April/May and now my long term conviction is enhanced and winning. I bet you Gojek drivers/merchants/users are already switching to $GRAB. I"
X Link @MikeLongTerm 2025-09-09T18:24Z 16.3K followers, 6007 engagements
"BREAKING $GRAB $GOTO Update 🔥🔥🔥 Context: Goto(Gojek) is the largest competitor of $GRAB in Indonesia previously lost to GRAB SuperApp in Thai(2021) and Vietnam(2024). Now is losing to GRAB in its home market(Indo) due to corruption investigation that linked founders and the business where Attorney General's Office of Indonesia found the link. Meaning There will be consequences for Goto and brand damage. Indonesia is the largest market for GRAB. Winning Indonesia coulld mean 40-50% growth. TLDR: Goto may go away in 2027 assuming all the best possible outcomes with no confiscation from the"
X Link @MikeLongTerm 2025-09-24T13:48Z 16.3K followers, 58.9K engagements
"$GRAB AI SuperApp & $SE Price War 🧵 Sea Limited has indeed escalated competition through aggressive discounting particularly in food delivery and e-commerce to claw market share from incumbents like Grab. In Indonesia ShopeeFood has offered up to XX% discounts to vendors and users leveraging Shopee's massive user base to subsidize steep promotions and challenge GrabFood's dominance. These price wars have not eroded Grab's core strengths. Grab maintains over XX% market share in deliveries across Southeast Asia dwarfing ShopeeFood and others like Foodpanda. In mobility (ride-hailing) Grab"
X Link @MikeLongTerm 2025-09-27T21:08Z 16.3K followers, 5481 engagements
"BREAKING $GRAB & Another Invesco Fund Buy🔥🔥 $GTDDX - INVESCO Developing Markets Fund(Correction this is a $2Tril fund) started a large brandnew position on $GRAB with 3936644 shares AIM and $GTDDX are also part of Invesco Ltd. Nearly 19m shares in X sitting that sent a clear message to $GRAB Bears While bears are busy shorting and manipulating Grab price action "smart money" and "dumb money" are swallowing the float to prepare for 30-50% revenue growth inflection point(From Q4 2025) Btw GrabMart is gaining traction and showing impressive growth with Tourism Expansion and GrabFin"
X Link @MikeLongTerm 2025-09-29T18:07Z 16.2K followers, 9087 engagements
"$HIMS is a $XXX stock🧵 Hims & Hers Health Inc. @wearehims has transformed from a niche telehealth provider into a high-growth powerhouse in personalized wellness capitalizing on the explosive demand for accessible healthcare solutions. As of October X 2025 the stock trades at approximately $XX implying a market capitalization of around $XX billion. While recent volatilitydriven by regulatory shifts in the GLP-1 weight-loss drug markethas tempered short-term enthusiasm HIMS's fundamentals scream undervaluation. In addition $HIMS has XXXXX % of float shorted or 66530000 shares shorted 2025"
X Link @MikeLongTerm 2025-10-01T21:20Z 16.3K followers, 5266 engagements
"$GRAB Current 5-yr consensus growth is too low🧵 Grab AI SuperApp in SEA has long been undervalued by conservative analyst models that peg its 5-year revenue growth at XX% annually (implying XX% cumulative by 2030) However what we learnt from the last XX days @AnthonyPY_Tan has embraced aggressive growth path/pivots-particularly its tourism( @Alipay @KlookTravel) GrabFin's explosive scaling the Dine Out expansion and the transformative GrabUnlimited partnership with OpenAIreveals a more compelling narrative. Because of these catalysts stock price appreciated 30-50% from the ATL. These"
X Link @MikeLongTerm 2025-10-07T01:45Z 16.2K followers, 44.7K engagements
"BREAKING $GRAB Dine-Out went Viral-🐐PR✅ @AnthonyPY_Tan is going ALL IN on Dine-Out 🔥🔥 Videos of people working as human Reserved signs in various restaurants in Singapore have surfaced on various social media accounts last week. They were doing absolutely nothing except staring blankly into space. The orchestrated sight naturally drew stares and confusion from passers-by but Grab had a message to send. The core thesis is that this campaign cleverly (and humorously) critiques Singapore's ingrained "chope" culturewhere people "reserve" tables by leaving personal items or having family"
X Link @MikeLongTerm 2025-10-07T15:36Z 16.2K followers, 15.3K engagements
"$AMD more PT upgrade this morning 🔥🔥🔥 DBS Bank $XXX from $XXX Buy rating @Citi $XXX UBS $XXX Buy Rating Evercore ISI $XXX Outperform rating @WellsFargo $XXX Overweight Rating"
X Link @MikeLongTerm 2025-10-08T09:53Z 16.3K followers, 7752 engagements
"$AMZN is a $XXX stock. This is similar to the $Googl X months of underperformance. (Amazon is only up XXX% YTD) $AMD been working very closely with @ajassy for new EPYC processors 2026 gen with the 20-50% reduction in latancy2.6x improvement on memory bandwidth up to XX% power efficiency draw. This "secret weapon" is 1/4-1/5 of the MI355 or MI450. And yes @amazon will be buying MI450 too. Don't bet against @JeffBezos unless you want to lose money. Not Financial Advice"
X Link @MikeLongTerm 2025-10-08T18:36Z 16.3K followers, 193.3K engagements
"Me telling $GRAB short sellers to get out before too late XX days out of XX trading days. Don't lose over $10b like on $PLTR $TSLA and soon on $HIMS And this is why retail investors should not short a stock(margin) if you don't understand what you are doing. Not Financial Advice"
X Link @MikeLongTerm 2025-10-09T09:55Z 16.3K followers, 8150 engagements
"Silver is up XX% YTD $GRAB is up XX% YTD $ETH is up XX% YTD The biggest hedge is working too well. ETH may pullback sharply this Nov/Dec. And I'm going to add more. I may consider ETH treasury if the price is lower than ETH total holding. Gold and Silver may continue to go up due to the massive deflationary pressure from AI in the next 10-20 years probably or may be the best time for these traditional investment vehicles. Energy stocks aren't in bad position right now as energy is the biggest bottleneck in this massive AI revolution. And you are welcome. Been talking about this hedge for"
X Link @MikeLongTerm 2025-10-09T12:27Z 16.3K followers, 6918 engagements
"BREAKING $GRAB 15th day MANIPULATION This is the 15th day out of XX trading days seeing aggressive algo manipulation from $GRAB short sellers. I did not see any cheap downgrade/catalyst from bears(HSBC & Google) this morning on Grab. And many of my $GRAB posts are being reported. I'm guessing they hated the idea of me calling them out and posting correct information/catalysts daily. Short Interest is very likely to hit new ATH after ATH toward year end. Disclaimer: I never been paid/offered money by Grab Holding. I'm doing this as a long term shareholder. Part of my contribution to this small"
X Link @MikeLongTerm 2025-10-09T13:57Z 16.3K followers, 30.1K engagements
"BREAKING $BMNR Short Interest broke new ATH BitMine Immersion Technologies SI went from 13520000 shares to 17584584 shares - source: NYSE or Total Dollar Sold Short = $1035556151"
X Link @MikeLongTerm 2025-10-09T22:14Z 16.3K followers, 5182 engagements
"BREAKING @PalantirTech & I/O Fund Beth Kindig said "Perfect 100" The central challenge is the companys demanding valuation. Lead Tech Analyst at I/O Fund Beth Kindig notes $PLTR is well beyond a Perfect XX and is rather a Perfect XXX. This refers to Palantirs astonishing forward price-to-sales (P/S) ratio of XXX. In simpler terms the analysis suggests that based on its projected 2025 revenue it would take over XXX years to pay back its current market cap. This stark metric places immense pressure on the company to sustain its extraordinary growth. Meanwhile according to Benzinga Pro PLTR has"
X Link @MikeLongTerm 2025-10-10T13:46Z 16.3K followers, 16K engagements
"$GRAB Melaka Malaysia🔥🔥🔥 Malaysia's national news service highlights the economic impact of Grab's digital tools on local merchants in Melaka a historic state in Malaysia known for its rich cultural and culinary heritage. Published today it celebrates how technology has driven over RM135 million($32m) in earnings for Grab merchants in Melaka during 2024 alone. This success underscores Grab's role in empowering micro small and medium-sized enterprises (MSMEs) amid the state's push for digital transformation and gastrotourism. Grab's platform has been a game-changer for Melaka's local"
X Link @MikeLongTerm 2025-10-10T17:31Z 16.3K followers, 17.4K engagements
"$AMD sell-off makes 'absolutely no sense' By Patrick Moorhead"
X Link @MikeLongTerm 2025-10-11T00:30Z 16.3K followers, 19.2K engagements
"$GRAB is growing fast in tourism beautifully The next level is to directly offer local tickets/attraction deals on its platform(add to dine-out). And potentially letting people listing their home/room for rent to create more income like @Airbnb. I talked about this a earlier this year. When i talked abt this people said I'm crazy now we have Dine-Out. That is only logical after this aggressive tourism expansion. Yes Grab can sell it as bundle to tourists.Currently over 150m visitors a year soon will grow to 250m by 2030. Like hey come try this package: "Discounted ridesfood deliveries staying"
X Link @MikeLongTerm 2025-10-11T13:07Z 16.2K followers, 23.5K engagements
"$AVGO @OpenAI $AMD 👀 So OpenAI gonna need to raise around $140B for 2026. I'm curious and nervous at the same time"
X Link @MikeLongTerm 2025-10-13T13:03Z 16.3K followers, 4930 engagements
"$AVGO @OpenAI Deal After $AMD 6GW Full🧵 TLDR: This should help $AMD not hurting it. Read full analysis below This morning's announcement of a multibillion-dollar partnership between OpenAI and Broadcom (AVGO) to co-design and deploy XX gigawatts (GW) of custom AI accelerators marks another aggressive step in OpenAI's quest to scale its compute infrastructure amid exploding demand for models like GPT-5. Valued at tens of billions over four years the deal focused on rack-scale hardware integrating Broadcom's XPUs (AI accelerators) and networking chips positions Broadcom as a key enabler of"
X Link @MikeLongTerm 2025-10-13T13:55Z 16.3K followers, 13.4K engagements
"I would love to get paid from $GRAB. Been doing this for X months free now. Combating Misinformation and short sellers at Free.99 daily and got no shares from management. I never been paid by $AMD $PLTR or $TSLA or $HIMS management. If someone knows how to get paid let me know please. Because I'm here providing valued DDs at Free.99 because I chose to give out most of my analysis out with no paywall. Only a small number of followers subscribed. I think I took my analysis much deeper than most wall street analysts. I covered $PLTR $AMD $TSLA $XYZ $HIMS for years. And yes $GRAB was a very"
X Link @MikeLongTerm 2025-10-13T16:43Z 16.3K followers, 47K engagements
"BREAKING @federalreserve Chair Jerome Powell 🎙 $QQQ $SPY $DIA $IWM $IWO Jpow said the FED may stop Balance sheet runoff"
X Link @MikeLongTerm 2025-10-14T17:17Z 16.3K followers, 3066 engagements
"10y yield is declining with Oil Price. $QQQ $SPY $DIA $IWM $IWO The @federalreserve is Dovish. They want to stop balance sheet runoff. Oil is declining. Longer end yield is declining. Q2 Earning was decent Q3 should be coming in strong. Very little bearish catalysts in the short-medium term. We may have some speculative companies deflating from 2026- 2027. AI CapEx 2026 will be higher than 2025. Software deployment is much much faster today than prior LLM/ChatGPT. Don't be too bearish. Not Financial Advice"
X Link @MikeLongTerm 2025-10-14T18:26Z 16.3K followers, 6214 engagements
"Hey Mike How $AMD gonna get to $70B-$100B by end of 2026. Dr. @LisaSu just showed you. $META 1-2GW deal is coming baby Context: $META is @AMD largest customer that purchased more than 250000 AI Accelerators and is buying more of MI350X. Meta Platforms and Advanced Micro Devices have maintained a robust evolving business partnership since at least 2021 primarily centered on hardware for data centers AI workloads mobile infrastructure and emerging technologies like the metaverse and open radio access networks (Open RAN). This collaboration positions AMD as a key supplier to Meta helping the"
X Link @MikeLongTerm 2025-10-14T22:22Z 16.3K followers, 24.3K engagements
"BREAKING $AMD $XXX PT Upgrade from HSBC🔥🔥 HSBC analyst Frank Lee maintains Advanced Micro Devices @AMD with a Buy rating and raises the price target from $XXX to $310"
X Link @MikeLongTerm 2025-10-15T11:47Z 16.3K followers, 25.1K engagements
"@amitisinvesting"
X Link @MikeLongTerm 2025-10-15T17:21Z 16.3K followers, 2258 engagements
"Trade war canceled by @jpmorgan $JPM"
X Link @MikeLongTerm 2025-10-15T17:24Z 16.3K followers, 3767 engagements
"Unpopular take: Credit card debt is much worse than Margin Not Financial Advice"
X Link @MikeLongTerm 2025-10-15T18:52Z 16.3K followers, 2121 engagements
"$GRAB 19th day Manipulation🔥🔥🔥 XX days out of XX trading days TLDR: Placed a small order on private portfolio. No downgrade/catalyst and spotted significant shorting on $GRAB or abnormal order book in the last X hours. Called it Like I said they are not going to leave this ticker for a while. So be ready for consolidation price action. Short Interest is likely to break above 200m shares in the next data point. Alright that is it. Not Financial Advice"
X Link @MikeLongTerm 2025-10-15T19:32Z 16.3K followers, 69.5K engagements
"BREAKING @PalantirTech $PLTR Introducing TITAN Infantry Utility Vehicle (IUV) the newest TITAN variant optimized for mobility and rapid deployment. Designed developed and delivered in less than XX days with our partners L3Harris Technologies @anduriltech Industries and World Wide Technology"
X Link @MikeLongTerm 2025-10-15T20:01Z 16.3K followers, 4804 engagements
"BREAKING $AMD $META new 1GW Data Center🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥 TLDR: $META @finkd plans to scale this El Paso Texas AI-focused Data Center to 1GW(similar to @OpenAI 1GW) Context: @Meta allocated XX% AI GPUs purchase (250000+units) to $AMD since early 2025. And HSBC is expected $META to purchase 250-300k units for H2 2025. Yes Meta is AMD largest AI Accelerator customer. The AMD-Meta partnership has matured into a strategic alliance rooted in a shared commitment to open standards and scalable AI infrastructure. This came out after one day confirmed @AMD and @Meta introduced"
X Link @MikeLongTerm 2025-10-15T21:49Z 16.3K followers, 50.2K engagements
"$GRAB I buy🔥🔥🔥 I can't time the market so I pressed a small buy when I saw new partnership that short sellers paid to hide it on brokers. Accumulation phase. Abosolutely Not Financial Advice"
X Link @MikeLongTerm 2025-10-16T16:09Z 16.3K followers, 10.5K engagements
"@Meta Saudi/@HUMAINAI will be one of $AMD largest customer long term. It is very hard to fight with facts and data. We are seeing less @AMD bears these days comparing to Apil-July 2025 It is a bad idea to short my long term. Not Financial Advice"
X Link @MikeLongTerm 2025-10-16T19:50Z 16.3K followers, 1857 engagements
"$HIMS Key word "Scheduled""
X Link @MikeLongTerm 2025-10-17T16:45Z 16.4K followers, 8499 engagements
"@Tsla1T because wall street is sexist"
X Link @MikeLongTerm 2025-10-18T11:44Z 16.3K followers, XXX engagements
"BREAKING $GRAB $GOTO Update TLDR: $GRAB is well positioned to take all $GOTO market share as Goto brand is suffering reputation damage. $Goto been issuing this statement before to avoid public brand damage and liability from Nadiem where Indonesian prosecutors found the link between Goto and Founders. $Goto today Friday issued another statement clarifying that Nadiem Makarim recently named a corruption suspect is no longer part of the companys management or operations. Indonesia's Attorney General's Office (AGO) found a link between former education minister Nadiem Makarim and his previous"
X Link @MikeLongTerm 2025-09-06T01:07Z 16.4K followers, 11.1K engagements
"$GRAB Institutional Ownership hit 84%+ or ATH🧵 TLDR: Bulls($22 Trillion) vs $1.1B Short Sellers Legendary investors/funds with 15-30% average return in decades so pick your battle carefully @MorganStanley @SoftBank @BlackRock Tiger Global Wellington Management Invesco @jpmorgan State Street Bridgewater Associates Oaktree Capital. Grab AI SuperApp a leading super-app in Southeast Asia offering ride-hailing delivery and financial services Tourism ChatGpt has seen notable developments in its institutional ownership over the last XX months (October 2024 to October 2025). Based on most current"
X Link @MikeLongTerm 2025-10-01T17:36Z 16.4K followers, 7749 engagements
"$GRAB & Dine-Out Margin is very High Oh we are also at 12th day getting attacked by short sellers. And yes "they" paid 3rd party to block GrabMap Expansion into Mongolia and Middle East New. They also made sure @Alipay and @OpenAI catalysts are not on top Grab Search when you google it. You may see it in like page 40-50 which nobody click to page XX. Oct $1000 deposit is in. I'm ready to buy. Give me lower price. Thanks Bears $GRAB gets commission from the restaurants that users purchase. Grab does not pay any out any discounts. Grab takes in about 20-30% of the Dine Out sales. If users"
X Link @MikeLongTerm 2025-10-02T14:54Z 16.4K followers, 5011 engagements
"BREAKING $GRAB $GOTO Founder Update 🔥🔥 TLDR: Nadiem claimed no evidences. While AGO with XXX% success rate concluded "criminal intend is clear". AGO is planning to move the case quickly so they can recover the loss(Implying some kind of confiscation) This will only mean 90-95% market share for Grab SuperApp in Indonesia. Background of the Case: Nadiem Makarim the former Minister of Education Culture Research and Technology was named a suspect on September X 2025 by the Attorney General's Office (AGO) in a corruption scandal related to the procurement of Chromebook laptops. This stemmed from"
X Link @MikeLongTerm 2025-10-06T17:48Z 16.4K followers, 19.7K engagements
"$AMD @WellsFargo raised PT to $XXX 🔥🔥🔥 Wells Fargo analyst Aaron Rakers raised the firms price target on AMD (AMD) to $XXX from $XXX and keeps an Overweight rating on the shares. Cited strong market share in AI GPUs from $AMD after @OpenAI deal from initial less than 10%. In case of Perm bear @SemiAnalysis_ AMD would not have ANY market share The new partnership is expected to substantially boost AMD's financial outlook for the coming years The analyst noted that OpenAI's use of AMD chips validates the continuation of the AI infrastructure boom. While Nvidia is expected to remain the"
X Link @MikeLongTerm 2025-10-10T12:27Z 16.4K followers, 9756 engagements
"@amitisinvesting $140B/ year. Equity raise 60-70% diluting current shareholders. 30%-40% debt. @OpenAI may need 2-3B users very soon. 3b x $20= $6B a month=$72B a year with XXX% expensing so no income tax for a while. Valuation target $2Trillion"
X Link @MikeLongTerm 2025-10-13T15:51Z 16.4K followers, 1600 engagements
"$AMD $NVDA 🧵 Fun fact: Dr. @LisaSu and Jensen Huang are first cousins. I have seen way too many comment/thread $NVDA shareholders attacking $AMD shareholders nonstop. You seem to be emotional. Dr. @LisaSu and Jensen Huang consistently praising each other on TV and offline. They never trashtalked ea other. For example: in 2025 different interview Dr. Su described NVDIA as "Jensen is brilliant so I fully admire him for that" or "formidable competitor" and highlighted collaboration in the future in AI. She wants to complementing the ecosystem rather than direct confrontation. And competition is"
X Link @MikeLongTerm 2025-10-13T19:08Z 16.4K followers, 33.6K engagements
"@thexcapitalist @cashflowyield "Smart money keeps buying $UNH"= False"
X Link @MikeLongTerm 2025-10-16T12:33Z 16.4K followers, 2367 engagements
"BREAKING $AMD PT raised to $XXX 🔥🔥🔥 @BankofAmerica analyst Vivek Arya raised the firms price target on @AMD (AMD) to $XXX from $XXX and keeps a Buy rating on the shares following positive announcements at the 2025 OCP Conference. The firm now sees greater visibility into the deployment and ramp outlook of the MI450 Series Helios racks launching in the second half of 2026 supported by key industry customers such as @Oracle ( $ORCL) @Meta ( $META) and @OpenAI the analyst tells investors. While I'm glad Vivek mentioned $ORCL and $META but he needs to read my DDs on $AMZN $MSFT Saudi UAE and"
X Link @MikeLongTerm 2025-10-17T11:11Z 16.4K followers, 19.6K engagements
"BREAKING $GRAB Dine-Out 300%🔥🔥🔥 Deal purchases have surged more than XXX% since the full launch Of Dine-Out In certain markets merchants saw 4x more purchases. The company's Dine Out Book Table service targets the mid-to-premium segment catering to young adults and urban professionals. $Grab SuperApp is allowing merchants/restaurants to be flexible when it comes to offering unlike @Groupon at lower commission of 20-35% (vs XX% Groupon) Grab offers dining deals in two formats: voucher deals allow users to purchase in advance and redeem for special set menus or discounted prices at"
X Link @MikeLongTerm 2025-10-17T12:12Z 16.4K followers, 7498 engagements
"I will write a thread later on the implication of this. Restaurants are likely to lean in to buy for visibility on $Grab SuperApp. Significant new users are downloading Grab App just for Dine-Out. Like I said this should be its own segment over the long term. There are abt X million restaurants in SEA this will be massive segment for Grab. It is good that management studied Groupon. Technically Merchants don't pay until customers book"
X Link @MikeLongTerm 2025-10-17T12:34Z 16.4K followers, 1640 engagements
"$GRAB Dine-Out"
X Link @MikeLongTerm 2025-10-18T14:29Z 16.4K followers, XXX engagements
"$GRAB CEO recent interview on Rapid Response"
X Link @MikeLongTerm 2025-10-18T14:29Z 16.4K followers, XXX engagements
"$GRAB CFO recent interview with @HSBC"
X Link @MikeLongTerm 2025-10-18T14:29Z 16.4K followers, XXX engagements
"$GRAB & @Alipay partnership"
X Link @MikeLongTerm 2025-10-18T14:29Z 16.4K followers, XXX engagements
"$GRAB & @KlookTravel 50m MAUs partnership"
X Link @MikeLongTerm 2025-10-18T14:29Z 16.4K followers, 1865 engagements
"$GRAB is a $XX stock in 2025 and $XX in 2026"
X Link @MikeLongTerm 2025-10-18T14:29Z 16.4K followers, 2181 engagements
"BREAKING $GRAB & Smart Money 🔥🔥🔥 Voya Investment Management LLC($360B Fund) increased $GRAB position significantly by XXXXX% or 938524 shares to a total holding of 3569961 shares Voya has been consistently DCAing into Grab AI SuperApp almost every quarter since June 2022. MASSIVELY ADDED during Q1 Q2 2025 and now. Meanwhile dumb Short Sellers are manipulating price action XX days out of last XX trading days as Short Interest is already at ATH. Hoping to cover cheaply now sitting on estimated $350-$400m unrealized loss🚨🚨🚨 Betting against GRAB Paid 3rd party to hide catalysts/partnerships"
X Link @MikeLongTerm 2025-10-09T16:39Z 16.4K followers, 33.6K engagements
"$GRAB & @carlsberg Partnership Expansion🔥🔥 Carlsberg Asia and Grab marked the second year of their partnership this September a collaboration thats transforming how consumers across Southeast Asia enjoy beer responsibly. Launched in late 2024 the partnership connects Carlsbergs premium beer experiences with Grabs vast digital ecosystem from mobility and food delivery to dine-out offers embedding responsible drinking messages into everyday moments. This strategic partnership has already yielded significant results. From January to August 2025 there has been a37% increasein average new"
X Link @MikeLongTerm 2025-10-16T13:52Z 16.4K followers, 23.7K engagements
"@peter_oey @HSBC For reference: Wechat Fin Arm is 1/3 of its revenue. That is why $GRAB is aggressively expanding its GrabFin segment. Large vol higher margin. That is one way to look at it"
X Link @MikeLongTerm 2025-10-17T19:46Z 16.4K followers, 1687 engagements
"$GRAB Tourism Expansion"
X Link @MikeLongTerm 2025-10-18T14:29Z 16.4K followers, XXX engagements
"$GRAB is now an AI SuperApp business 🧵"
X Link @MikeLongTerm 2025-10-18T14:29Z 16.4K followers, XXX engagements
"$GRAB CEO recent interview on @WSJ"
X Link @MikeLongTerm 2025-10-18T14:29Z 16.4K followers, XXX engagements
"@ALPHABIGDOG2 existing $ASML EUV instead of new ASML newer High-NA EUV to control cost"
X Link @MikeLongTerm 2025-10-19T15:43Z 16.4K followers, XXX engagements
"$GRAB & Oaktree Capital Management Context: Howard Marks's Oaktree Capital Management invested in Grab SuperApp acquiring over XX million shares during H1 2025. Marks known for his value investing philosophy likely saw Grab as undervalued in fastest growing emerging economies. Fun Fact: Howard Marks is NOT a tech investor. We have an interesting pool of "smart money" on this company"
X Link @MikeLongTerm 2025-10-13T15:57Z 16.4K followers, 15.1K engagements
"Dr. Karp @PalantirTech reportedly held confidential meetings with top executives from major South Korean conglomerates to discuss AI strategy as the software company bets on the growth of its platform. $PLTR CEO met with executives from four major South Korean companies during Tuesdays AX Leaders Summit hosted byKT Corp (NYSE:KT)in Seoulas reported byThe Korea Economic Daily. The meetings were held in strict secrecy with each executive placed in a separate room to ensure their company's AI strategy remained confidential. Everymeeting was kept secret toprevent exposure of each company'sAI"
X Link @MikeLongTerm 2025-10-15T10:59Z 16.4K followers, 51.4K engagements
"@joecarlsonshow Feel free to read all my DD on $PLTR $AMD $TSLA $XYZ $HIMS and recently $GRAB so you can understand the long term bull case. You don't have to constantly attacking high P/E stocks. You should be investing in companies you feel comfortable with long term"
X Link @MikeLongTerm 2025-10-17T17:25Z 16.4K followers, 4053 engagements
"What is the potential revenue if $GRAB manage to dominate just XX% of the tourism market share long term The reason I ran these polls so you zoom out 5-10 years later"
X Link @MikeLongTerm 2025-10-17T18:28Z 16.4K followers, 16.4K engagements
"Knowing @AnthonyPY_Tan personality do you think $GRAB SuperApp is to build its own Grabgpt with @GroqInc or intergrate with @OpenAI to get commission"
X Link @MikeLongTerm 2025-10-20T20:47Z 16.4K followers, 1505 engagements
"BREAKING $GRAB 🔥🔥🔥 13F filing-Los Angeles Capital Management($30B Fund) increased $GRAB position by XXXXXX% or 408328 shares to a total holding of 495851 shares"
X Link @MikeLongTerm 2025-10-20T21:57Z 16.4K followers, 3653 engagements
"BREAKING @AMD Natixis($18B Fund) increased $AMD position by XXXXXX% or 620676 shares to total holding of 1038532 shares"
X Link @MikeLongTerm 2025-07-18T20:23Z 16.4K followers, 6224 engagements
"BREAKING $OPEN 13f filing-Royal Bank Of Canada($1Trillion Fund) increased $OPEN position sharply by 1678.56% or 1158121 shares to a total holding of 1227116 shares"
X Link @MikeLongTerm 2025-09-08T11:03Z 16.4K followers, 61.6K engagements
"$GRAB Shareholders should be BULLISH on this Remember when $GRAB bears called me delusional to think $GRAB could offer generative AI to SEA people How they are going to build it how people in SEA pay for this I mean GRAB can get it done with partnership why whould GRAB spent that much money to buy $AMD or $NVDA GPUs where we are in massive shortage 1-10 supply to demand @OpenAI is likely to reduce subscription fee for SEA as emerging market has lower income most likely in the $10/month. $GRAB will probably get 5-10% cut. Short-Term: Positive User Acquisition and Retention Boost: The free"
X Link @MikeLongTerm 2025-09-12T14:40Z 16.4K followers, 29.4K engagements
"$GRAB as the biggest hedge Updated 🧵 We are just getting start on the rate cut path meaning the dollar will decline even more. Meaning $GRAB revenue & profitability will skyrocket as it collects revenue in other currencies. X% increase to X% due to increased conviction and updated thesis to $500B MC long term. $GRAB is somewhat detached from US equity and the least volatile when it comes to correction. Nearly X% position can be a substantial position sizing if this spike to $20-$25(2026-2027). That is exactly the plan. I'm very concentrated in US equity especially the AI top dogs. This $GRAB"
X Link @MikeLongTerm 2025-09-17T02:28Z 16.4K followers, 98.7K engagements
"Sorry for typo. Current debt USD XXX million+ $286m This totaled: $588m mostly short term debt. Meaning lenders aint willing to lend long term. Weaker fundamental so to speak. This is almost XX% debt to $goto cash balance"
X Link @MikeLongTerm 2025-09-18T12:18Z 16.4K followers, 1446 engagements
"Public portfolio and X Subscription I'm still waiting for X Subscription approval. I decided to only focus on @X as my main platform to share what I learn. After years of posting DDs I still have a lot to learn as content creator. While i'm figuring that out I will keep all my posts at Free.99. I don't like the idea of paywall where my goal is to share helpful information. And I'm addicted to misunderstood companies. I will try my best to include the TLDR for my long threads. It its very difficult for me to explain my take in a few sentences. When X approves my account I will discuss the"
X Link @MikeLongTerm 2025-09-18T15:06Z 16.4K followers, 182.4K engagements
"$GRAB & Large Shareholder Chase Coleman I can verify Tiger Global Management has 92923788 shares since Q2 2025. I can't verify his fund YTD performance at XXXXX% $GRAB SuperApp in SEA HQ based in Singapore(Yea i wrote this so u can't call it a chinese company) is up XX% YTD. Source:"
X Link @MikeLongTerm 2025-09-18T22:40Z 16.4K followers, 43.9K engagements
"$AMD is a $XXX stock by 2026 🧵 Advanced Micro Devices (AMD) is solidifying its position as a key player in the AI revolution challenging Nvidia in data center accelerators while maintaining strength in CPUs and diversified segments. As of September XX 2025 the stock trades around $XXX but this undervalues AMD's trajectory in a market where AI chip demand is forecasted to reach nearly $XXX billion by 2028. With Q2 2025 revenue hitting a record $XXX billion (up XX% year-over-year) and net income of $XXX million (54 cents per share) driven by Data Center growth to $XXXX billion AMD's"
X Link @MikeLongTerm 2025-09-27T12:29Z 16.4K followers, 634.4K engagements
"$WING and $BROS are so undervalued for its potential. Not Financial Advice"
X Link @MikeLongTerm 2025-10-03T14:19Z 16.4K followers, 3860 engagements
"$AMD is heading to $X Trillion Market Cap Context: In September I wrote a long thread for AMD Etimated conservative FY XX revenue: $34-$36B Estimated conservative FY XX revenue: $55B-$62B Then OpenAI 6GW partnership happened ➡$620 PT by end of 2026 was too conservative; so I will write a detailed thread with data to back it up. In that thread I will be taking about the 160m shares warrant and what OpenAi will be doing with it. $AMD 2026 revenue could hit $90-$100B by end of 2026 or nearly XXX% growth YoY. AMD will be re-rated massively This is AMD J-curve moment I'm not going to be able to"
X Link @MikeLongTerm 2025-10-08T14:44Z 16.4K followers, 201.8K engagements
"BREAKING $AMD & @PlayStation 🔥🔥🔥 Before I go into the catalyst @AMD and Dr. @LisaSu never saw $NVDA as competition instead Dr. Su and her team focus on building the best product for customers/clients/partners. And that is part of my core thesis on AMD "customer obsession over competition". Eventually that "secret sauce" will reward shareholders over the long term. What investors saw in the last X weeks are just the beginning of AMD passion. The "secret weapon" is going to be all out starting from 2026 on all CPUs Embedded Processors APUs GPUs AI Accelerator. The "Secret weapon" is going to"
X Link @MikeLongTerm 2025-10-09T13:36Z 16.4K followers, 29.9K engagements
"BREAKING $GRAB introduces EV in Vietnam🔥🔥 Grab Introduces Electric Car Service In Hanoi Vietnam to win XanhSms EV. While GRAB is busy executing for shareholders from aggressive tourism expansion(significant progress/growth is confirmed on recent data on tourism) Smooth Dine-Out launch and launching EVs in different cities/regions Grab Short sellers are busy manipulating daily price action and paid 3rd party brokers to hide information/partnership across US/NA brokers. GRAB Holding Limited the SEA leading AI SuperApp has a long term partnership with @BYDCompany now launched its EV services"
X Link @MikeLongTerm 2025-10-10T10:43Z 16.4K followers, 22.7K engagements
"$GRAB $GOTO Update but😂 What is happening in Indonesia. Do they have to publish this kind of embarrassing details And what is up with X AGO officers were on guard Like He gonna get away w/ hemorrhoid surgery 💀 From the most promising startup representing innovation in Indonesia to the most corrupted company where Founder's Nadiem hemorrhoid surgery was guarded by X AGO officers💀💀💀 I don't think $Goto (Gojek) gonna last that long at this pace. Current public sentiment is extremely negative toward its mobility/delivery/Fin segment. There has been reports that Goto(gojek) is losing market"
X Link @MikeLongTerm 2025-10-10T11:46Z 16.4K followers, 4961 engagements
"Oil Price action right now is telling us: The short to medium term is very bullish. I was calling for $XX or lower oil for a while when others were calling for $150-$200. The @federalreserve may have to accelerate rate cuts to respect dual mandate than just clapping inflation only mandate. We could be at X% FFR by 2026. So much deflationary pressures are built in the global economy atm. Not Financial Advice"
X Link @MikeLongTerm 2025-10-10T16:03Z 16.4K followers, 3726 engagements
"$BMNR Tom Lee gonna save the 🩸day $QQQ -XXXX% $SPY -XXXX% $DIA -XXXX% $IWM -XXXX% $IWO -XXXX% Tom Lee said this is "Buy the Dip""
X Link @MikeLongTerm 2025-10-10T18:44Z 16.4K followers, 162.1K engagements
"$AMD $META After @OpenAI Deal 🧵 If you are excited about the @OpenAI and $AMD 6GW deal you will be even more excited on incoming similar GWs of deal with @Meta. Context: Meta allocated XX% of AI GPUs to AMD and continuing to be AMD largest customer. So More Mi355X and future MI450 revenue. Meta's $60-65 billion AI capex for 2025 includes building a 2GW+ data center and scaling to XXX million GPUs total. With XX% allocated to AMD this implies hundreds of thousands more Instinct units (e.g. MI325X in Q4 2024 ramping to MI350 series in H2 2025 and more MI450 in 2026). Meta's Llama X training"
X Link @MikeLongTerm 2025-10-11T14:25Z 16.4K followers, 39.5K engagements
"$AMD $X Trillion Roadmap will start in 2026 🔥 Before I go in to the detail I want to lay out 2026 products from @AMD after adopting "secret weapon" X. Desktop and Consumer PCs Ryzen 10000 Series up to XX cores Ryzen Threadripper 10000 series up to 96+ cores X. Laptops and Mobile Ryzen AI MAX XXX Series up to XX cores Fire Range (high-end mobile) up to XX cores X. Servers and Data Centers EPYC 4000/9000 series(Venice) up to XXX cores) Radeon RX 9000 Series(RDNA X UDNA unified) Instinct MI400 Series(MI450 w/ ROCm X 95-98% on par with $NVDA CUDA) X. Gaming Consoles and Embedded/Custom"
X Link @MikeLongTerm 2025-10-12T13:10Z 16.4K followers, 40.6K engagements
"$AMD $5Trillion MC is Inevitable Long Term🧵 Context: I projected @AMD FY 2026 Revenue to be $55B-$62B back in September in the thread "$AMD is a $XXX stock by 2026 🧵" I believe I was too conservative and FY 2026 may hit $70-$100B if $TSM executed on its expansion strategy successfully. Dr. @LisaSu has full confidence in TSMC in 2026 and I been covering AMD for years She always been conservative and humble when it came to her guidance/projection. I trust Dr. Su and AMD team on this one. In early 2025 until now most projection and analysts were concluding that @AMD would only get 200k of AI"
X Link @MikeLongTerm 2025-10-12T22:26Z 16.4K followers, 80.8K engagements
"BREAKING $GRAB $GOTO Update🔥🔥🔥 TLDR: The Attorney General's Office stated that the formal requirements for designating a suspect had been met supported by four pieces of valid evidence including witness statements expert opinions documents and electronic evidence. Meaning the AGO wants the court to move this case quickly. Meaning $Goto will be next after Nadiem. Meaning Grab will have most market share in Indonesia Key background: On September X 2025 the AGO issued an investigation order and suspect letter without prior questioning of Nadiem or a required financial audit by the Financial"
X Link @MikeLongTerm 2025-10-13T10:38Z 16.4K followers, 14.3K engagements
"BREAKING @PalantirTech LONDON--(BUSINESS WIRE)--October XX 2025-- Accenture (NYSE: $ACN) has acquired Decho a UK-based technology and AI consultancy that helps organizations reinvent through the design delivery and scaling of Palantir solutions. The acquisition further strengthens Accenture's strategic advisory and advanced engineering capabilities for $PLTR solutions for clients across the health government defense and commercial sectors in the UK and beyond. Accenture has acquired Decho a UK-based technology and AI consultancy that helps organizations reinvent through the design delivery"
X Link @MikeLongTerm 2025-10-14T10:13Z 16.4K followers, 11.2K engagements
"AI CapEx would be a bubble if it just storing intelligence/data. But it is producing intelligence and that is a key difference. Yes due to monopoly $NVDA was able to charge at a much higher price pushed CapEx up massively Hence the industry or large players like $META $MSFT $ORCL $AMZN have been very supportive of $AMD and $ACGO. To reduce the cost to produce intelligence. And it is also because $tsm is under invested hence it makes the whole supply chain even more congested. Compute cost will improve in 2026 2027 and beyond. Revenue will have more time to catch up. For now this AI bubble"
X Link @MikeLongTerm 2025-10-15T02:31Z 16.4K followers, 3118 engagements
"You may not like long 🧵 But that is how I accumulate wealth. I'm willing to outwork wall street analysts to outperform Are you Not Financial Advice"
X Link @MikeLongTerm 2025-10-15T21:00Z 16.4K followers, 3918 engagements
"BREAKING $CRM plans to hire so more sales people. $PLTR Dr. Karp on "Steak dinners" software sales models"
X Link @MikeLongTerm 2025-10-15T22:42Z 16.4K followers, 169.3K engagements
"BREAKING $AMD @Wedbush Upgrade 🔥🔥🔥 Top Wedbush analyst Matt Bryson raised his price target on Advanced Micro Devices AMD +9.40% to $XXX from $XXX while maintaining an Outperform rating. The new price target implies nearly XX% upside from current levels. The 5-star analyst said the higher target reflects greater confidence in AMDs long-term GPU growth driven by new AI partnerships that expand visibility into future demand. He added that the $XXX target represents a fair premium given the companys improving outlook and stronger position in the data center market. Bryson highlighted two major"
X Link @MikeLongTerm 2025-10-16T02:02Z 16.4K followers, 7133 engagements
"Congratz to all $AMD Shareholders. 🔥🔥🔥 We now have both Dr. @LisaSu and $TSM confirmed 2nm supply. Meaning @AMD will have much much higher allocation than prior wall street estimated. Is much more positive than my own projection. It is always a good idea to be conservative when it comes to projection. TAIPEI -- Taiwan Semiconductor Manufacturing Co. on Thursday said it plans to speed up its time frame for producing advanced 2-nanometer chips in the U.S. while also signaling further expansion beyond the $XXX billion it has already committed to investing in America according to company"
X Link @MikeLongTerm 2025-10-16T10:02Z 16.4K followers, 42.5K engagements
"BREAKING $AMD $META Open Rack Wide "Helios"🔥🔥🔥 Mark Papermaster @AMD CTO The collaboration between AMD ($AMD) and Meta ($META) centers on advancing open standards for AI infrastructure through the Open Compute Project (OCP). Announced at the OCP Global Summit in San Jose on October XX 2025 AMD unveiled "Helios"a rack-scale AI reference platform built directly on Meta's newly contributed Open Rack Wide (ORW) specification. This isn't a bespoke co-development but a strategic alignment: Meta provides the foundational rack design to OCP while AMD implements it as a deployable system"
X Link @MikeLongTerm 2025-10-16T11:02Z 16.4K followers, 21.6K engagements
"BREAKING $AMD & @HUMAINAI/Saudi MI450🔥🔥 Right after $META $AMD revealed Helios Open Rack Wide(ORW) for @Meta Brandnew 1GW data center in El Paso Texas. Tsunami of deals are slapping on $AMD shareholders bulls only regret is not adding more shares. Saudi Minister of Communications and Information Technology Abdullah Alswaha met AMD CEO Dr. @LisaSu in California to deepen ties. Discussions focused on next-gen HPC infrastructure reinforcing Saudi Arabia's AI hub status. This builds on Humain's $10B deal and includes plans for joint AI labs training programs and energy-efficient deployments"
X Link @MikeLongTerm 2025-10-16T19:27Z 16.4K followers, 44.7K engagements
"$AMD is just getting started. $AMZN is going to be a major part of @AMD Revenue on MI450 and future Gen Rack AMD EPYC Venice(2026 secret weapon) @ajassy 🤝 Dr. @LisaSu"
X Link @MikeLongTerm 2025-10-17T02:45Z 16.4K followers, 18.6K engagements
"BREAKING $GRAB CFO @peter_oey New Interview🔥 Haydn Sallmann Director of @Google Workspace Sales for APAC in a fireside chat with Peter Oey Chief Financial Officer at Grab. CEO @AnthonyPY_Tan and CFO are doing doing more interviews before Earning and are very relaxed signaled a very strong Q3 2025 ER which is on Monday November X 2025 7:00 PM U.S. Eastern Time. Aligned with my projection for a strong Q3 and an explosive Q4 2025 due to aggressive tourism expansion with @Alipay 1.7b users and @KlookTravel XX million monthly active users partnerships"
X Link @MikeLongTerm 2025-10-17T23:32Z 16.4K followers, 22.9K engagements
"$AMD 🤝Saudi AramcoFrance$5 Trillion MC🧵 As part of AMD's aggressive 2025 strategy to expand its AI footprint beyond hyperscalers into industrial sovereign and edge applications the partnerships with Saudi Aramco (February) G42 (February) and XMPro (July) represent targeted moves to diversify revenue streams and validate AMD's Instinct GPUs and Ryzen AI processors in non-traditional AI markets. These deals should be as big or bigger than @OpenAI multibillion-dollar commitment collectively underscore AMD's pivot toward "AI everywhere"from energy sector optimization to European sovereignty and"
X Link @MikeLongTerm 2025-10-18T02:14Z 16.4K followers, 31K engagements
"Will write a $Grab "secret weapon" thread tomorrow. This is a critical condition or should I say a requirement for the roadmap to $500b market cap. This was not discussed much and long-term shareholders should understand it on how $Grab accelerates its ecosystem "stickiness" that is very similar to $amzn ecosystem. For now im off to bed"
X Link @MikeLongTerm 2025-10-18T03:19Z 16.4K followers, 11K engagements
"$GRAB "Secret Weapon"📶$500B MC 🧵 Grab Holdings Limited founded in 2012 as a taxi-hailing service in Malaysia has transformed into Southeast Asia's leading AI SuperApp serving over XXX million people across eight countries including Singapore Indonesia Thailand and Vietnam. Initially focused on competing with @Uber in ride-hailing Grab expanded post its 2018 acquisition of Uber's regional operations integrating food delivery (GrabFood) grocery delivery (GrabMart) digital payments (GrabPay) financial services (loans insurance via Grab Financial Group) and recently aggressive tourism expansion"
X Link @MikeLongTerm 2025-10-18T14:29Z 16.4K followers, 38.6K engagements
"BREAKING $AMD @jimcramer Dr. @LisaSu Cramer said: And right now its too hard to get @nvidia chips. You cant get them all. But Lisa Su congratulations David an unbelievable coup. She did say that this could happen but no one thought it could happen within the next year"
X Link @MikeLongTerm 2025-10-18T14:45Z 16.4K followers, 8690 engagements
"$META Role $AMD to $X Trillion MC🔥🔥🔥 $META $30B Financing Deal is clever and other hyperscalers are likely to copy this kind of structure to spend on $AMD MI450 and future gen. @AMD $70B-$100B Revenue FY 2026 seems logical now I talked about this for months during the selloff in April/May and into the breakout to new ATH. While @OpenAI 6GW deal took all the attention most should never underestimate Mark Zuckerberg @finkd bold vision for Meta/Facebook/Instagram He thinks AGI is less than X years away. After El Paso Texa 1GW anouncement @Meta is on the verge of securing a landmark $30"
X Link @MikeLongTerm 2025-10-18T21:41Z 16.4K followers, 71.6K engagements
"$GRAB CPO with @McDonalds partner 🔥🔥🔥 Grab Holdings Limited Southeast Asia's leading AI SuperApp" for ride-hailing food/grocery delivery digital paymentsfintech Dine-Out and Tourism has established a multi-year partnership with @McDonalds 's Corporation ( $MCD) primarily in food delivery. This relationship leverages GrabFood as a key channel for McDonald's to reach urban consumers in high-density markets like Indonesia Malaysia Philippines Singapore Thailand and Vietnam Historical context and progress: Onset (20182020): The partnership kicked off shortly after Grab acquired Uber's"
X Link @MikeLongTerm 2025-10-18T21:57Z 16.4K followers, 5585 engagements
"$GRAB XX% market share of tourism 🥧 would generate $10b-$20b revenue a year. Tourism just getting started and early data is showing great success 🙌"
X Link @MikeLongTerm 2025-10-19T03:16Z 16.4K followers, 13.8K engagements
"BREAKING $GRAB Mart Growth is on 🔥🔥🔥 @AnthonyPY_Tan CEO of Grab Holdings emphasized affordability as a cornerstone of GrabMarts rapid growth within the Deliveries segment. His statement that GrabMart is "growing faster than our overall Deliveries segment" reflects its strategic focus on quick-commerce (q-commerce) for groceries and essentials which is outpacing food delivery (GrabFood) and other delivery verticals. Affordability is pivotal because it addresses Southeast Asias (SEA) price-sensitive consumer base drives adoption in underpenetrated markets and aligns with Grabs superapp"
X Link @MikeLongTerm 2025-10-19T14:18Z 16.4K followers, 6406 engagements
"$XYZ @blocks CFO on Business growth 🔥🔥🔥 Source and Credit:"
X Link @MikeLongTerm 2025-10-19T17:52Z 16.4K followers, 2277 engagements
"$AMD $AMZN partnership will 🚀 in 2026 🔥 Amazon/AMD partnership is hidden among hot headlines from @OpenAI $NVDA $ORCL. TLDR: @amazon refused to bid up the overpriced $NVDA chips among other hyperscalers and decided to work closely with $AMD. Amazon is expected to spend up to $10-$20B a year on 2026 EPYC breakthrough Gen and Future Gen. Dr. Su confirmed "we have plenty for other large customers". For its 2026 EPYC "Venice" processors AMD is using a multi-node manufacturing strategy: the CPU core complex dies (CCDs) are built on TSMC's X nm-class node (N2) while the I/O die (IOD) uses the N3P"
X Link @MikeLongTerm 2025-10-19T18:01Z 16.4K followers, 277.4K engagements
"@fiscal_ai Probably not. $TSM kept pushing the limit double down on R&D. Unless Japan comes back to its State sponsored semi then we may have a 2nd reliable most advanced nodes"
X Link @MikeLongTerm 2025-10-19T19:38Z 16.4K followers, XXX engagements
"@nuck_luck40 @X Silver is high in demand for industrial use as well. IT should be much higher"
X Link @MikeLongTerm 2025-10-19T19:55Z 16.4K followers, XX engagements
"@ravi_nareddy @OpenAI @amazon No I removed $XXX target as I don't know how the market is going to do price discovery with potential X digits growth"
X Link @MikeLongTerm 2025-10-19T20:36Z 16.4K followers, 1059 engagements
"BREAKING $GRAB; @OpenAI launched ChatGPT Go🔥🔥🔥 TLDR: ChatGPT Go is a more affordable tier at $4.5-$5 a month where I been calling this lower cost structure for $GRAB SuperApp SEA market or Emerging Market @AnthonyPY_Tan been pressing for more "affordable" LLM for SEA from @sama and this expanded partnership is inevitable. ChatGPT Go is a new low-cost subscription plan that provides expanded access to ChatGPTs most popular features at an affordable price. Launched amid OpenAI's push for profitability (despite a $7.8B H1 2025 loss) ChatGPT Go targets price-sensitive markets where XX% of"
X Link @MikeLongTerm 2025-10-19T22:00Z 16.4K followers, 45.4K engagements
"@amitisinvesting Gonna be volatile this week and more volatile toward Seoul South Korea Oct 31st. Not Financial Advice"
X Link @MikeLongTerm 2025-10-19T22:26Z 16.4K followers, 16.2K engagements
"@kleeinvesting @OpenAI @AnthonyPY_Tan @grok could get aggressive to make an offer $GRAB can't refuse. But that is speculation for now"
X Link @MikeLongTerm 2025-10-19T23:02Z 16.4K followers, XXX engagements
"When $AMD hit $620/share and announce 10-1 stock split Shareholders be like"
X Link @MikeLongTerm 2025-10-20T02:35Z 16.4K followers, 49K engagements
"$GRAB & @OpenAI Do you know why I know @AnthonyPY_Tan could pull this off From $XX down to $XXX -$5 is a big deal for SEA. I talked abt this for months. It is all because of @masason. Masayoshi Son has a very close relationship with Anthony and @sama; and @SoftBank is a major financial backer for OpenAI massive infrastructure expansion and also a major investor in $GRAB When I talked abt certain analysis/bold calls it is because I have data to link them together. Like I didnt know openai gonna do 6gw and warrant deal with $AMD. But I know my research that OpenAI & $AMD been working together"
X Link @MikeLongTerm 2025-10-20T03:16Z 16.4K followers, 8173 engagements
"@F28X5 @OpenAI @amazon did you copy that from that $AMD perm bear without reading what I wrote 2026 EPYC "Venice" processors is not AI GPU. it is the breakthrough gen at 1/25-1/5 of MI450 and with AI inference capabilities"
X Link @MikeLongTerm 2025-10-20T03:31Z 16.4K followers, XXX engagements
"BREAKING $GRAB CPO on GrabMap(B2B)🔥🔥🔥 NATIX and $Grab Partner to Reshape the Mapping Landscape on a Global Scale Background: NATIX and $Grab announced a strategic partnership Southeast Asias leading Super App for transportation deliveries and financial services. "Together were reshaping the mapping industry by combining NATIXs crowdsourced blockchain-powered mapping data with Grabs cutting-edge camera hardware and AI-powered mapmaking technology." It turned out Philipp Kandal plays a key role in GrabMap today and expanding its B2B branch. How GrabMap was started and built. Innovation from"
X Link @MikeLongTerm 2025-10-20T10:03Z 16.4K followers, 3768 engagements
"And it also been confirmed according to Bloomberg @awscloud is planning to nearly quadruple its current 3GW+ capacity to more than 12GW. Aligned with my analysis for $AMD and $AMZN long term partnership. With that said 12GW is a massive project and I don't think @ajassy gonna play the "wait and see" in 2026 where Training and Inference demand is this high. Not Financial Advice"
X Link @MikeLongTerm 2025-10-20T11:00Z 16.4K followers, XXX engagements
"@amazon @awscloud @AMD Ready more here on why $AMZN is a $XXX stock"
X Link @MikeLongTerm 2025-10-20T11:01Z 16.4K followers, 2238 engagements
"@Femo66 @amazon @awscloud @AMD @grok Yes"
X Link @MikeLongTerm 2025-10-20T11:08Z 16.4K followers, XX engagements
"@babochenko @OpenAI @AnthonyPY_Tan We don't have that many high quality analysts covering $GRAB. So the current analysts will adjust price target to price action. Yes I do expect Institutions to add more if Triple Beat"
X Link @MikeLongTerm 2025-10-20T11:19Z 16.4K followers, XXX engagements
"$GRAB Fin is a Necessity for "Secret Weapon"🧵 Launched in 2018 GrabFin is SuperApp financial services arm encompassing GrabPay (digital wallet) lending (consumer and merchant loans) insurance (GrabInsure) and wealth management. It operates across Grabs ecosystem in eight SEA countries (Cambodia Indonesia Malaysia Myanmar Philippines Singapore Thailand Vietnam) serving XX million monthly transacting users (MTUs). GrabFin targets SEAs XX% unbanked/underbanked population leveraging the regions 90%+ mobile penetration and $XXX trillion digital finance TAM. What $GRAB is currently offer: GrabPay:"
X Link @MikeLongTerm 2025-10-20T13:16Z 16.4K followers, 6562 engagements
"$GRAB I can name XXX companies X logic revenue/profit or with massive debt that "they" can short but no They gotta short $GRAB -$7.6B Cash with little debt FCF+ Profitable Accelerated growth and XX% from Q4 2025 Interest rate is going down USD is going down big tailwind for $GRAB collected currencies Tourism is recovering with more tourirsts from Europe and other regions higher than expected in early Q4 Adopting AI automated coding Grab performs 17000 software deployments per month This is insanity. Sooner or later this high conviction short will have $2-$3B in unrealized loss and can easily"
X Link @MikeLongTerm 2025-10-20T15:00Z 16.4K followers, 16.4K engagements
"$AMD $MSFT Partnership is MASSIVE in 2026 🚀 If you were excited about my thread on $AMD $AMZN AWS long time partnership you will be even more excited about what @Microsoft gonna do with 2026 AMD EPYC "Venice". Historical Context: The relationship between AMD and Microsoft began in the early 2000s with Microsoft initially focusing on Intel's x86 architecture for its Windows operating system and server products. However AMD's entry into the server market with its Opteron processors in 2003 marked the beginning of a competitive dynamic that eventually led to collaboration. The partnership"
X Link @MikeLongTerm 2025-10-20T21:33Z 16.4K followers, 7663 engagements
"$BMNR @fundstrat and Market valuation Tom Lee said $BMNR is a scarcity and people have more income and they can't buy houses. He said 6600 target for @SP500_Index this month Overall Tom Lee is massively bullish into year end with rate cuts from @federalreserve. $BMNR is up XXXXXX% YTD Don't own any copy right just for entertainment/information purpose"
X Link @MikeLongTerm 2025-08-08T19:26Z 16.4K followers, 281K engagements
"BREAKING $SBET & UBS Group AG ($1.6Tril Fund) UBS Group AG initiated a brandnew position on $SBET with 606327 shares from 13f"
X Link @MikeLongTerm 2025-08-17T16:26Z 16.4K followers, 36.1K engagements
"BREAKING $AMD revenue could increase 1000% QoQ and AI infrastructure supply would still not meet the demand. It is not a matter of market share because $NVDA is supplying only XX% of demand. The demand is just too high for both $AMD $NVDA and $TSM is extremely underinvested. The sentiment and narrative are shifting big time $AMD shareholders are about to enjoy it Thomas is way more bullish than my projection at $62B FY 2026. Source: Thomas Hughes Marketbeat"
X Link @MikeLongTerm 2025-09-10T23:26Z 16.4K followers, 313.2K engagements
"$XYZ @blocks is a $XXX stock 🧵 After it shifted to profitable growth from years of "Growth at all cost". 2025 is a "I can be very profitable" year for Block. Background: Block Inc. (NYSE: XYZ) formerly known as Square has evolved from a simple payment processor into a multifaceted fintech powerhouse encompassing Square's merchant ecosystem Cash App's consumer finance tools Afterpay's buy-now-pay-later (BNPL) services and emerging ventures like Bitkey (a self-custody Bitcoin wallet) and Proto (AI-driven hardware). Founded in 2009 by Jack Dorsey and James McKelvey the company is headquartered"
X Link @MikeLongTerm 2025-09-29T13:54Z 16.4K followers, 19.1K engagements
"$AMD Dr. @LisaSu & @OpenAI Deal 🔥🔥🔥 Confirmed Long Term partnership with @OpenAI where bears called it FAKE for months and years Confirmed X years partnership with billions(estimated $120-$200B purchase) on $AMD AI GPUs for X GW Confirmed Next gen MI450 game changer chip. Inference Queen Warrant is to lock in long term commitment (implying longer than X years similar to long time partnership with $ORCL) The capital intensity and scale are massive We are still so early in AI Cycle OpenAi said we are not that far from x10 revenue 👀 Dr. @LisaSu addressing China Chip Issue AMD is ready to"
X Link @MikeLongTerm 2025-10-06T14:03Z 16.4K followers, 121.5K engagements
"BREAKING $AMD all PT this morning 🔥🔥🔥 @MorganStanley $XXX from $XXX. Equalweight rating Piper Sandler $XXX from $XXX. Overweight Rating Jefferires $XXX. Buy Rating Barclays $XXX from $XXX. Overweight. Cantor $XXX from $XXX Bernstein $XXX from $140(biggest AMD bear) Deutsche Bank $XXX Truist Securities $XXX Buy rating Roth Capital $XXX from $XXX Benchmark $XXX Buy rating And lastly I will be sharing with subscribers my latest analysis on end of 2025 $TSM CoWoS capacity analysis and how should we project it toward H1 2026 and end of 2026. This should give a better understanding of current"
X Link @MikeLongTerm 2025-10-07T10:26Z 16.4K followers, 96.9K engagements
"$AMD $META If you are bullish on @AMD after @OpenAI deal just wait until What Mark Zuckerberg @finkd say to Dr. @LisaSu later. The competition for $AMD MI450 allocation will be interesting to watch in 2026. While we don't know the exact outcome but I can tell you that @Meta has lots of CapEx to negotiate allocation. Meta had a trailing twelve months (TTM) operating cash flow of approximately $XXXX billion as of June XX 2025 MI355X orders are already in. Unclear about MI450. It is all about $TSM CoWoS capacity now. Read my thread on CoWoS to understand more current supply and 2026 supply"
X Link @MikeLongTerm 2025-10-07T14:36Z 16.4K followers, 173.1K engagements
"$GRAB & Cash Balance & Shareholders🧵 TLDR: Godlike Balance sheet management I have talked about how @AnthonyPY_Tan and @peter_oey Cash management for months now and the fake drama $7B acquisition of $goto. This thread will tell you how these X style or how they managed Grab Cash since its Public day. Dec 2020 $3.471B Dec 2021 $8.231B Dec 2022 $5.086B Dec 2023 $5.043B Dec 2024 $5.629B Q1 2025 $5.881B Q2 2025 $7.157B Sharp decline from 2021 to 2023 was the result of Price War with all competitions. GrabUnlimited was launched to combat price war to provide more value to users at a small"
X Link @MikeLongTerm 2025-10-07T17:33Z 16.4K followers, 3879 engagements
"$AMD $NVDA & the @AMD Bear @SemiAnalysis_ 🧵 Here are some facts: $META allocated XX% AI GPUs to $AMD @OpenAI allocated 6GW(38%) to $AMD X. Model-Specific Bias: Llama XXX 70B graph favored NVIDIA due to TRT-LLM optimizations highlighting throughput and latency where Blackwell excels. In contrast the GPT-OSS 120B chart shifts focus to cost and interactivity where MI355X shines. This selective model choice clearly suggests SemiAnalysis tailors benchmarks to reinforce narrativesNVIDIAs dominance in speed (Llama 3.3) and AMDs niche in cost (GPT-OSS). GPT-OSS 120B with its sparse attention"
X Link @MikeLongTerm 2025-10-10T10:19Z 16.4K followers, 103.2K engagements
"$AMD $NVDA @SemiAnalysis_ Of course the Idol is tapping the back of FanBoy where the industry only needs X AI Accelerator supplier. So they can be monopoly. Not too long ago in a podcast SemiAnalysis and other hosts/guests were concluding @intel and @nvidia deal will end $AMD. Calling it "AMD is done". Semianalysis has been bearish on AMD for months and years while AMD Quarterly results $ORCL partnership @Dell partnership $META XX% allocation @OpenAI 6GW(38%) @elonmusk @xai confirmed AMD AI GPUs works well on small-medium models or how $MSFT $GOOGL $AMZN Saudi UAE and XX other countries all"
X Link @MikeLongTerm 2025-10-10T13:58Z 16.4K followers, 13.1K engagements
"BREAKING $AMD 🤝 Tech Mahindra 🔥🔥🔥 Tech Mahindra Joins Hands with @AMD to Drive Next-Gen Hybrid Multi-Cloud Transformation for Global Enterprises Pune September 25th 2025: Tech Mahindra (NSE: TECHM) a leading global provider of technology consulting and digital solutions to enterprises across industries announced an agreement with AMD the leader in high-performance and adaptive computing to accelerate enterprise transformation through next-generation infrastructure hybrid cloud and AI adoption. The collaboration aims to empower enterprises across key sectors including manufacturing finance"
X Link @MikeLongTerm 2025-10-10T15:44Z 16.4K followers, 5199 engagements
"$GRAB and Q3 Earning Discussion🧵 Before I go into the discussion in this clip you will see why $GRAB AI SuperApp is winning and will soon to have most market share. There are no other SuperApp not even Wechat(OG SuperApp) that is treating Merchants/Drivers like customers. Not even in the US the home of capitalism. Why Because it is less profit. In this clip Anthony also gave us hint of a strong Q3 Q4 2025 Grab Holdings Southeast Asia's leading AI SuperApp has seen robust growth in its Mobility and Deliveries segments fueled by a surge in regional tourism (projected at XXX million"
X Link @MikeLongTerm 2025-10-11T16:19Z 16.4K followers, 42.6K engagements
"$AMD to $X Trillion- @OpenAI @Oracle $300B🔥 Before I go into the detail I will link all these threads together to support my $X Trillion Market Cap Roadmap for $AMD thread later. This is just one of them. We have $META @OpenAI @xai $MSFT $AMZN $GOOGL Saudi UAE XX countries and many more small-medium startups. This is AMD J-Curve moment with data to back it up. Oracle OpenAI signed $XXX Billion Cloud Deal in Sept 2025. AMD stands to gain substantial revenue from the OpenAI-Oracle partnership leveraging its Instinct MI355X GPUs next-generation MI450 GPUs and critically its breakthrough EPYC"
X Link @MikeLongTerm 2025-10-11T18:40Z 16.4K followers, 93.7K engagements
"$AMD $NVDA $TSM Oh boy this is going to be as good as the $PLTR call 🤣"
X Link @MikeLongTerm 2025-10-12T14:44Z 16.4K followers, 45.1K engagements
"$AMD @OpenAI 6GW Deal Commented from @altcap on All-In PodCast "Either the MI450 gets adopted and they get back into the game or they're out" Gerstner added noting that AMD's previous generation the MI350 "was just not competitive" with Nvidia's offerings. "Shes a total warrior. I think she believes in the MI450. She went to her board and she said Listen we got to take the shot here. We got to bet the farm.' If it works shes going to get XXX billion of incremental revenue just from OpenAI" he stated. Source+ Credit:"
X Link @MikeLongTerm 2025-10-13T10:56Z 16.4K followers, 93.5K engagements
"BREAKING $AMD Mizuho upgrades PT to $275🔥 Mizuho has raised its price target on @AMD (NASDAQ:AMD) to $XXXXXX from $XXXXXX while maintaining an Outperform rating. The semiconductor giant currently trading at $XXXXXX with a market capitalization of $XXXXXX billion has demonstrated remarkable momentum with a XXX% surge over the past six months. Mizuho projects approximately $XX billion in incremental revenue for AMD in fiscal 2027 potentially growing to about $XX billion annually by fiscal 2030 though with possible gross margin dilution exceeding XXX basis points from the warrants"
X Link @MikeLongTerm 2025-10-13T12:33Z 16.4K followers, 26.3K engagements
"Speculative companies will deflate in 2026-2027. Don't know the exact timeline. You can only make claims for so long. Not Financial Advice"
X Link @MikeLongTerm 2025-10-13T22:38Z 16.4K followers, 47.6K engagements
"$AMD will have $70B-$100B revenue in FY 2026. And analysts are still so far behind. @AMD bears are still pounding the table like they gonna win this game when AMD pops X digits growth. I can't make it any clearer than this. I will write a detailed revenue trajectory for FY 2026 tomorrow. I literally wrote countless threads on @OpenAI and $AMD partnership before the 6GW deal. Bears didnt listen. AMD will be re-rated whether you like it or not in 2026. You may not be ready but I'm for years for this J-curve moment. Alright that is it. Off to bed. Not Financial Advice"
X Link @MikeLongTerm 2025-10-14T02:13Z 16.4K followers, 87.4K engagements
"BREAKING $GRAB $GOTO Update 🔥🔥🔥 Background: The case centers on the Ministry of Educations $XXX millionChromebook procurement program between 2020 and 2022 which was meant to support digital learning in schools. Investigators allege the project caused around Rp X trillion in state losses due to poor implementation and unusable devices in remote regions. The case was linked to Nadiem and other $Goto Founders. AGO also found evidences linked to Goto/Gojek. Indonesia is the largest market in SEA with 300m people population. Goto is right behind $GRAB in term of market share. This could mean"
X Link @MikeLongTerm 2025-10-14T18:57Z 16.4K followers, 5464 engagements
"$AMD to $5Trillion w/ $META as Biggest Customer🧵 Background: @Meta allocated XX% AI GPUs purchase (250000+units) to $AMD since early 2025. And HSBC is expected $META to purchase 250-300k units for H2 2025. Yes Meta is AMD largest AI Accelerator customer. The AMD-Meta partnership has matured into a strategic alliance rooted in a shared commitment to open standards and scalable AI infrastructure. Key milestones: Historical Context: The relationship began gaining traction in 2021 when AMD won Meta as a chip customer with Meta adopting AMD's EPYC CPUs for its data centers. This was followed by"
X Link @MikeLongTerm 2025-10-15T00:58Z 16.4K followers, 121.7K engagements
"Me When $AMD announces a Data center deal with $META"
X Link @MikeLongTerm 2025-10-16T00:52Z 16.4K followers, 16.7K engagements
"BREAKING $GRAB $GOTO Update 🔥🔥🔥 Background: Indonesian corruption case involving the procurement of Chromebooks during Nadiem Makarim's tenure as Education Minister in which his former company GoTo has been searched by authorities for evidence. The tech company GoTo is subject to anti-corruption laws in its business operations but this is separate from the Indonesian corruption case. Context:if convicted Nadiem will go to prison up to XX years. Goto may be confiscated leaving the entire Indonesia market to $GRAB. The Attorney General's Office (AGO) re-questioned Nadiem Makarim as a suspect"
X Link @MikeLongTerm 2025-10-16T10:18Z 16.4K followers, 6489 engagements
"$GRAB how to know Short Sellers are actively manipulating Grab Daily price action especially the last XX trading days They are in the red btw($300-$400m). Why would brokers not updating Grab catalyst/partnership @OpenAI is a nothing @Alipay with 1.7B users is nothing Have you seen the effect of partnership with OpenAI and $AMD $NVDA $ORCL I have been in the market long enough to recognize this kind of BS. Hence my posts are getting reported. Now Bears are betting on full blown trade-war. Of course this would hurt GRAB or any business in SEA or US businesses. But that is very unlikely. But now"
X Link @MikeLongTerm 2025-10-16T21:42Z 16.4K followers, 74.6K engagements
"$AMD $META El Paso Data Center & Beyond 🧵 Meta's recent advancements in AI infrastructure represent a significant pivot toward open scalable and energy-efficient data center designs directly benefiting @AMD ($AMD) while intensifying competition with @nvidia ( $NVDA). Open Rack Wide (ORW) Specification: On October XX 2025 at the Open Compute Project (OCP) Global Summit in San Jose Meta contributed the ORW standard to OCP. ORW is a wider rack form factor (designed for 1.2m-wide chassis) optimized for high-density AI workloads supporting liquid cooling modular compute nodes and interoperability"
X Link @MikeLongTerm 2025-10-17T15:03Z 16.4K followers, 14.3K engagements
"$GRAB Dine-Out is winning 🧵 Sources confirmed Dine-Out feature deal purchased have surged from 300-400% because SEA's retaurants want to buy visibility by giving $GRAB SuperApp a cut of 20-35% commission. This data aligned with my $1B revenue by Q4 2025. I could be wrong but recent data are pointing a strong Q4 tourism surge and accelerated growth for GRAB. While short sellers are doubling down Grab's fundamental is improving sharply vs 2023-2024. Grab Holding Southeast Asia's leading AI SuperApp for ride-hailing delivery Fin-Tech Tourism has fully launched Dine-Out feature recently."
X Link @MikeLongTerm 2025-10-17T16:41Z 16.4K followers, 22K engagements
"BREAKING $GRAB CFO @peter_oey @HSBC 🔥🔥 Key words: "We are not here to compete with $HSBC" 🤣 Digital bank is literally taking away market share at the fastest pace with more affordable strategy"
X Link @MikeLongTerm 2025-10-17T19:33Z 16.4K followers, 14.3K engagements
"$PLTR @PalantirTech What 🤣 Really Quantum and Rigetti"
X Link @MikeLongTerm 2025-10-18T15:17Z 16.4K followers, 69.6K engagements
"$NVDA $AMD $TSM $CRWV @altcap w/ Bill Gurley 🎙 Free Cash Flow is Superior in all market cycles. Source & Credit:"
X Link @MikeLongTerm 2025-10-18T22:58Z 16.4K followers, 3210 engagements
"$GRAB CEO @AnthonyPY_Tan met Driver-partner 🔥 While $GRAB Short sellers spreading misinformation Anthony was busy meeting up drivers where he sees them as partner in Indonesia. This is not a short-term relationship but a long term partnership with all drivers in Indonesia and other regions aligning with President Prabowo initiatives. Here is the detail from Anthony Tan: "This was a driver-partner meetup that was close to my heart: I met with Grab driver-partners who have young families to understand if our welfare benefits support them. Our products like insurance coverage and checking and"
X Link @MikeLongTerm 2025-10-19T00:19Z 16.4K followers, 8450 engagements
"$AMD this is impressive for a desktop ☺"
X Link @MikeLongTerm 2025-10-19T03:10Z 16.4K followers, 4473 engagements
"BREAKING $AMD $TSM 🔥🔥🔥 TSMC Taking First Steps To Build Its 1.4nm Facility In Taiwan By End Of 2025 Will Not Adopt ASMLs High-NA EUV Machines For This Process It is pretty much confirmed that TSMC will begin 2nm wafer production by the end of 2025 but the worlds biggest semiconductor manufacturer aims to maintain its dominant lead by pursuing a manufacturing process even lower than the aforementioned lithography; 1.4nm which is also known as A14. According to the latest report the company will commence the very first steps of 1.4nm wafer production on its local turf but will seemingly not"
X Link @MikeLongTerm 2025-10-19T13:34Z 16.4K followers, 37.6K engagements
"For @PalantirTech OGRecent and New shareholders $PLTR can't force you to buy or hold long term. You have the power to choose to trade or invest. Zoom out Not Financial Advice"
X Link @MikeLongTerm 2025-10-19T15:17Z 16.4K followers, 58.5K engagements
"$AMD & @OpenAI @sama Aggressive Infrastructure🎙 "You should expect much more from us in coming months" Source and Credit: Sam Altman on Sora Energy and Building an AI Empire"
X Link @MikeLongTerm 2025-10-19T17:16Z 16.4K followers, 4348 engagements
"$QQQ $SPY $DIA $IWM $IWO Next Week 🔥🔥 Oct 20-Oct XX Economic data & Catalysts PM=Pre-market; AH= After Hour Oct XX 9:15am Industrial Production 10am Business Iventories Est -XXX% Prev -XXX% Oct XX 8:30am ECB Lagarde 4:30pm API Crude Oil Inven Prev -2.8m Earning: $LMT $GM $KO (PM) $NFLX (AH) Oct XX 8:30am MBA Mortgage Applications ECB Lagarde 2:00pm 20-Year Bond Auction Earning: $T(PM) $TSLA(AH) Oct XX 8:30am Existing Home Sales Initial Jobless Claims 10-10:30am KC Fed Composite Index Natural Gas Storage Earning: $BX(PM) $INTC (AH) Oct XX 8:30am CPI (Sep Core/Headline YoY) Building Permits"
X Link @MikeLongTerm 2025-10-19T18:56Z 16.4K followers, 18.4K engagements
"$AMD $PLTR $TSLA $XYZ $GRAB $HIMS. I was told to do much more short posts so I can grow my account much faster. Because nobody is going to read 1500-2000 words of analysis. To be precise "You are wasting your time just look at the impression stats and X Algo favorites" I was told to do these: " $PLTR is x1000 opportunity from here mark my word" or " $GRAB is 500x from here only a few will understand this" or post a chart and " $AMD is going to be XX Trillion market cap company mark my chart" or " $TSLA is going to x100 from here subscribe to learn more" I couldn't come up with a good response"
X Link @MikeLongTerm 2025-10-19T20:09Z 16.4K followers, 15.2K engagements
"$AMD Roadmap to $X Trillion is Clearer with ROCm Progress (Inference+Training at Scale) 🔥🔥 CUDA Founder said @AMD "ROCm isn't just catching upit's redefining scalability for open AI" 🎙 Background: Greg Diamos was one of the early CUDA architects at $NVDA who helped build the low-level GPU features that were foundational to the software's initial design. He was part of the original CUDA team that developed features like shared memory and helped build the performance "from scratch". During his time at NVIDIA he was also involved in the architecture for the GPU streaming multiprocessor. This"
X Link @MikeLongTerm 2025-10-19T20:46Z 16.4K followers, 27.4K engagements
"@PalantirTech Chris Markoch on Q3 ER🔥🔥🔥 MarketBeats Chris Markoch breaks down what this latest partnership means for Palantirs expanding commercial footprint and why this kind of momentum has become a pattern leading into $PLTR earnings reports. Palantir is integrating its Artificial Intelligence Platform (AIP) with OneMedNet's healthcare data tools to advance analytics in areas like oncology cardiology rare diseases and clinical research. This builds on Palantir's government contracts (with the FDA and NIH) and signals commercial expansion in healthcare. OneMedNet a small unprofitable"
X Link @MikeLongTerm 2025-10-20T00:03Z 16.4K followers, 6162 engagements
"BREAKING $NVDA CEO Jensen Huang on Fox Business 🔥🔥🔥 $AMD $TSM $AVGO Is AI a bubble Source and Credit: Fox Business"
X Link @MikeLongTerm 2025-10-20T01:40Z 16.4K followers, 8320 engagements
"$AMD $PLTR $TSLA $XYZ $GRAB $HIMS. Lots of folks think im getting paid massively by X or the companies i wrote DDs on for months and years. Sadly the entire year money from X wouldn't be enough for one dinner date. And I haven't got paid a penny from Any of my long-term companies. if I ever get paid or offer to be paid i will let you know upfront. You can try to bring any Paywall analysis/articles or courses out there to compare to my Free.99 DD posts to see which have better value. Hence tons of people are chasing the algo for views. Clickbait or x100 title with short writing get way more"
X Link @MikeLongTerm 2025-10-20T04:04Z 16.4K followers, 8889 engagements
"$AMZN is a $XXX stock🤝 $AMD to $X Trillion 🚀 Context: @amazon @awscloud been working with @AMD EPYC processors since 2018. If you want to read the full "secret weapon" analysis I will link down below. Basically 2026 EPYC processors codednamed "Venice" breakthrough(patented) are optimized for AI workloads leveraging the "Secret Weapon" interconnect to enhance chiplet-to-chiplet communication critical for AI training and inference tasks. Fabricated on TSMCs 2nm (N2P) for CCDs and 3nm (N3P) for the I/O die Venice targets massive core counts high memory bandwidth and low-latency data movement"
X Link @MikeLongTerm 2025-10-20T10:56Z 16.4K followers, 54.5K engagements
"$GRAB 20th day MANIPULATION 🔥🔥🔥 Yep it is absolutely nothing but normal here just XX days manipulation out of XX trading days Just the usual BS of PM AH manipulation from short sellers. Paid brokers to hide @OpenAI @Alipay @KlookTravel partnerships. Paid HSBC to downgrade because they can't force $GRAB to buy $GOTO that is worth less than $X soon to be confiscated or burn all its cash. My take: Get used to it. Short sellers won't matter long term. Aggressive Tourism GrabFin Dine-Out GrabMap(B2B) GrabAds GrabUnlimited expansion will blow them up eventually. Fundamental Manipulation Long"
X Link @MikeLongTerm 2025-10-20T11:18Z 16.4K followers, 24.2K engagements
"$PLTR $CRM may start giving out forecast for 2040. 🦖 is trying"
X Link @MikeLongTerm 2025-10-20T12:25Z 16.4K followers, 3428 engagements
"$AMD $AMZN partnership will 🚀 in 2026 Part 2🔥 $INTC to lose more market share to @AMD EPYC in 2026 TLDR: Not many are covering AMD 2026 EPYC Venice so I will to support my case for FY2026 to have $70B-$100B revenue. I won't be able to give u a price target since X digits growth will be hard to project price discovery. Market is very near-term which could send valuation way over my imagination. And No it is not going to $5T next year(should be when @AMD hit $45B revenue quarter at 55-65% margin) it will be over the long term. And Amazon is a massive customer for both EPYC and AI Accelerator"
X Link @MikeLongTerm 2025-10-20T18:25Z 16.4K followers, 10.4K engagements
"$AMD MI350🔥"
X Link @MikeLongTerm 2025-10-20T19:28Z 16.4K followers, 4419 engagements
"BREAKING $AMD 🔥🔥🔥 13F filing- Virginia Retirement Systems($123B Fund) 36th largest pension fund increased @AMD position by XXXXXX% or XXXXXXX shares to a total holding of 172500 shares"
X Link @MikeLongTerm 2025-10-20T22:34Z 16.4K followers, 3122 engagements