[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 +101% - X Months XXXXXXXXXX +894% - X Year XXXXXXXXXX +420% ### Mentions: XXX [#](/creator/twitter::1280587925336530948/posts_active)  - X Week XXX -XXXX% - X Month XXX +20% - X Months XXXXX +470% - X Year XXXXX +42% ### Followers: XXXXXX [#](/creator/twitter::1280587925336530948/followers)  - X Week XXXXXX +3.50% - X Month XXXXXX +28% - X Months XXXXXX +173% - X Year XXXXXX +302% ### CreatorRank: XXXXXXX [#](/creator/twitter::1280587925336530948/influencer_rank)  ### Social Influence [#](/creator/twitter::1280587925336530948/influence) --- **Social category influence** [stocks](/list/stocks) #1936 [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) #3266 [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) #5639 [automotive brands](/list/automotive-brands) XXX% [exchanges](/list/exchanges) #4321 [social networks](/list/social-networks) XXXX% [travel destinations](/list/travel-destinations) XXXX% [currencies](/list/currencies) #1718 **Social topic influence** [$grab](/topic/$grab) #1, [$amd](/topic/$amd) #1, [open ai](/topic/open-ai) #251, [$meta](/topic/$meta) #4, [$nvda](/topic/$nvda) #77, [$pltr](/topic/$pltr) #22, [meta](/topic/meta) #921, [long term](/topic/long-term) #128, [money](/topic/money) #3963, [$tsla](/topic/$tsla) #73 **Top accounts mentioned or mentioned by** [@amd](/creator/undefined) [@palantirtech](/creator/undefined) [@openai](/creator/undefined) [@anthonypytan](/creator/undefined) [@lisasu](/creator/undefined) [@grabsg](/creator/undefined) [@amazon](/creator/undefined) [@wearehims](/creator/undefined) [@federalreserve](/creator/undefined) [@amitisinvesting](/creator/undefined) [@nvidia](/creator/undefined) [@meta](/creator/undefined) [@grok](/creator/undefined) [@cnbc](/creator/undefined) [@masason](/creator/undefined) [@oracle](/creator/undefined) [@softbank](/creator/undefined) [@alipay](/creator/undefined) [@tesla](/creator/undefined) [@microsoft](/creator/undefined) **Top assets mentioned** [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [DIA (DIA)](/topic/$dia) [Block, Inc. (XYZ)](/topic/$xyz) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Oracle Corporation (ORCL)](/topic/$orcl) [Costco Hot Dog (COST)](/topic/$cost) [Dutch Bros Inc. (BROS)](/topic/$bros) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Microsoft Corp. (MSFT)](/topic/$msft) [Cream (CRM)](/topic/$crm) [Ethereum (ETH)](/topic/$eth) [JPMorgan Chase (JPM)](/topic/$jpm) ### Top Social Posts [#](/creator/twitter::1280587925336530948/posts) --- Top posts by engagements in the last XX hours "$AMD $META Helios On Track for 2026🔥🔥🔥 TLDR: On Track for with volume deployment expected in 2026 AMD Helios: Advancing Openness in AI Infrastructure Built on @Meta 2025 OCP Open Rack for AI Design Introduction Today at the Open Compute Project (OCP) Global Summit in San Jose California Meta introduced specifications for a new Open Rack for AI featuring an Open Rack Wide (ORW) form factor marking a major leap forward in open infrastructure innovation. Designed to meet the realities of AI-scale data centers the ORW specification defines an open double-wide rack optimized for the power" [X Link](https://x.com/MikeLongTerm/status/1978419641790656515) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T11:16Z 16.2K followers, 10.5K engagements "$AMD $NVDA Guidances Excluded all Potential AI Chips revenue or $X from China" [X Link](https://x.com/MikeLongTerm/status/1976666042568233042) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T15:08Z 16.2K followers, 106.8K engagements "$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 16.1K followers, 23.4K engagements "$AMZN is the biggest SuperApp in NA. Don't bet against @JeffBezos and @ajassy Andy be picking up the phone soon to call Dr. @LisaSu to buy $AMD MI450 to accelerate @awscloud growth I will bet you that it will be as large or larger than $META orders. Pricing power is the most ignored story on @AMD bull case. Read my $620/share thread on AMD below" [X Link](https://x.com/MikeLongTerm/status/1972712710522425521) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-29T17:18Z 16.1K followers, 214.8K engagements "@finkd @OpenAI @Meta Something to note base on my research $META should be expanding to about 2-3 GW by end of 2026. This is just one of the projection" [X Link](https://x.com/MikeLongTerm/status/1978581961712033900) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T22:01Z 16.2K followers, 1707 engagements "@amitisinvesting 700m people TAM on $grab and @OpenAI partnership. @sama is smart to partner early with @AnthonyPY_Tan. Anthony is going to expand 5b people. That is a massive pool ov revenue for OpenAI even only at 20%penetration at $10/month" [X Link](https://x.com/MikeLongTerm/status/1975275960154092020) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T19:04Z 16.1K followers, 4877 engagements "Just in Stock Future $QQQ $SPY $DIA $IWM $IWO Key Economic data Next Week: Oct 6: XX am ISM PMI Oct 7: 8:30am Trade Balance. 10am NFIB Small business 2pm FOMC Min Oct 8: 10am Wholesale Inventories Consumer Credit. 2pm Jpow Speech(Atlanta) Oct 9: 8:3am Jobless claim. 2pm Consumer credit. Oct 10: 10am COnsumer sentiment U mich Wholesale Trade sales" [X Link](https://x.com/MikeLongTerm/status/1974979843176431661) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-05T23:27Z 16.2K followers, 5847 engagements "Good morning $GRAB is a $XX stock in 2025 and $XX stock in 2026 I'm a firm believer in: Price action will follow Fundamental Eventually. You know I'm not shy to make bold calls on other long term $PLTR $AMD $TSLA $HIMS $XYZ. Why Grab is undervalued XXX% Penetration on 700m people TAM with fastest growing economies. Only XX% thesis realized from "Bottom of Pyramid". Revenue 30%+✅(@Alipay+@OpenAI Partnerships) At $XXXX Grabs enterprise value is $XXXX billion (market cap $XXXXX billion less $7$8 billion net cash). A $XX share price implies a market cap of $XX billion and an EV of $XX billion" [X Link](https://x.com/MikeLongTerm/status/1972313646924480675) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-28T14:53Z 16.1K followers, 165.4K engagements "$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 16.1K followers, 17.3K 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 16.2K followers, 1736 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 16.2K followers, 41K 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 16.1K followers, 36.1K 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 $GRAB was a very" [X Link](https://x.com/MikeLongTerm/status/1977777189316641226) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T16:43Z 16.2K followers, 46.9K engagements "$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, 5320 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 16.2K followers, 21.1K engagements "Trade war canceled by @jpmorgan $JPM" [X Link](https://x.com/MikeLongTerm/status/1978512218195939805) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T17:24Z 16.1K followers, 3761 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 16.2K followers, 5197 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 16.1K followers, 8299 engagements "People have been telling for years that I'm going to lose all money on $amd $pltr $tsla $xyz. The same people are telling me now I'm going to lose on $grab $Hims. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1975761507502674126) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T03:13Z 16.2K followers, 18.5K engagements "BREAKING $NVDA Jensen Huang on $AMD @OpenAI Deal & AI/China🔥 Source and all Credit: CNBC" [X Link](https://x.com/MikeLongTerm/status/1975695497135595595) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T22:51Z 16.1K followers, 27.2K engagements "$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, 6375 engagements "$GRAB Seeing significant interest from Institutions(Q3). We should start seeing more 13f as we get closer to November. What I posted from Q2 we should see familiar funds in Q3 added more. Short Interest should continue to trend to new ATH and ATH and ATH. We should also expect more manipulations incoming. Potentially a short report. Sub Group will be the first to see it. Then I will update the rest to everyone. Will be interesting to learn if "dumb money" sold any to "smart money" in Q3. My estimate is much smaller % than Q2. Q2 was more than 50m shares Grab Basically was tamed from Jan to" [X Link](https://x.com/MikeLongTerm/status/1976463662513795565) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T01:43Z 16.1K followers, 8634 engagements "$NVDA New CEO JenSen Huang on CNBC Full🎙 @nvidia and @OpenAI partnership since 2016; different than $AMD and OpenAI deal. OpenAI gonna have to raise funding to fund the Data centers cited OpenAI revenue is growing very fast. @xai & NVDA equity raise Is this a Bubble discussion General AI and Specialized AI AI ecosystem will need more Chip makers US vs China AI Arms Race H1B Energy (implying self-generated energy data center) Demand for computing in the last X months went up substantially Source and Credit: CNBC" [X Link](https://x.com/MikeLongTerm/status/1975905655442612450) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T12:46Z 16.2K followers, 38.4K engagements "$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 "$qqq $spy $dia $iwm $iwo I wouldn't say volatility is over. Sentiment is going to be better than Friday. Market will worry until a deal is signed. This has nothing to do with long term investing. That is the point of investing. You are not a trader" [X Link](https://x.com/MikeLongTerm/status/1977593929752334554) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T04:35Z 16.1K followers, 4303 engagements "$AMD @OpenAI $TSM @GroqInc CEO 🎙 Jonathan Ross the father of Google TPU on "Is AI a Bubble"" [X Link](https://x.com/MikeLongTerm/status/1975684393097437613) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T22:07Z 16.1K followers, 69.7K engagements "$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 16.2K followers, 42.6K 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 16.2K followers, 30K 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 16.2K followers, 1557 engagements "BREAKING $OPEN 13f filing-Royal Bank Of Canada($1Trillion Fund) increased $OPEN position sharply by 1678.56% or 1158121 shares to a total holding of 1227116 shares" [X Link](https://x.com/MikeLongTerm/status/1965008022381445443) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-08T11:03Z 16.1K followers, 61.6K engagements "$AMD $NVDA & the @AMD Bear @SemiAnalysis_ 🧵 Here are some facts: $META allocated XX% AI GPUs to $AMD @OpenAI allocated 6GW(38%) to $AMD X. Model-Specific Bias: Llama XXX 70B graph favored NVIDIA due to TRT-LLM optimizations highlighting throughput and latency where Blackwell excels. In contrast the GPT-OSS 120B chart shifts focus to cost and interactivity where MI355X shines. This selective model choice clearly suggests SemiAnalysis tailors benchmarks to reinforce narrativesNVIDIAs dominance in speed (Llama 3.3) and AMDs niche in cost (GPT-OSS). GPT-OSS 120B with its sparse attention" [X Link](https://x.com/MikeLongTerm/status/1976593303228318081) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T10:19Z 16.2K followers, 102.6K engagements "$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 16.1K followers, 16.7K 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 16.1K followers, 16.4K engagements "What is the probability of $GRAB hitting $1B revenue by Q4 2025 We are around XX% odd of hitting $1B revenue on my projection" [X Link](https://x.com/MikeLongTerm/status/1975501323287339409) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T09:59Z 16.1K followers, 24.3K engagements "$AMD bears in 2026" [X Link](https://x.com/MikeLongTerm/status/1978205714674782674) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T21:06Z 16.1K followers, 4946 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 16.2K followers, 29.8K engagements "BREAKING $NVDA CEO Jensen Huang 🎙 $AMD $TSM History of @nvidia AI Bubble How largest businesses are going to move to AI Accelators Robotic AI @robotaxi is here Future of AI security may be like cyber security Everything will be Generative Intelligence in the future Token throughput Cuda Omniverse Favorite food: Fried chicken Source and Credit: Citadel "Future of Global Markets 2025"" [X Link](https://x.com/MikeLongTerm/status/1978602050960154715) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T23:21Z 16.2K followers, 15.6K engagements "$grab $pltr $amd $tsla $hims $xyz 13f season gonna be super interesting. I'm way too excited and we are more than a month a way. I'm so hyped to see what "smart money" buy/sell" [X Link](https://x.com/MikeLongTerm/status/1975261024938041372) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T18:05Z 16.1K followers, 2791 engagements "@kinginvestings Bad take: by XX contributing $300-$1000 a month can help folks retire in 10-15 years. That is still significantly earlier than 65-67 retirement age" [X Link](https://x.com/MikeLongTerm/status/1978511047217529089) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T17:19Z 16.1K followers, XXX engagements "$GRAB & @BYDCompany 🔥🔥🔥 Grab Malaysia offers rebates of up to RM25000 on BYD electric vehicles Grab driver and deliver-partners can now enjoy a rebate of up to RM25000 on BYD electric vehicles. The new initiative is part of the partnership between Grab Malaysia and BYD Sime Motors which started with the launch of the Grab EV service at Kuala Lumpur International Airport earlier this year. With this announcement it appears that Grab Malaysia is finally ready to integrate EVs into its offerings. While there are already a small number of Grab drivers that use EVs the company does not" [X Link](https://x.com/MikeLongTerm/status/1975861190573035567) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T09:49Z 16.1K followers, 3109 engagements "$HIMS Key word "Scheduled"" [X Link](https://x.com/MikeLongTerm/status/1979227213066064187) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T16:45Z 16.2K followers, 7848 engagements "$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 16.2K followers, 82K 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 $MSFT Saudi UAE and" [X Link](https://x.com/MikeLongTerm/status/1979143208480227397) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T11:11Z 16.2K followers, 18.8K engagements "$BMNR Tom Lee is BULLISH On CNBC 🔥🔥🔥 $QQQ $SPY $DIA $IWM $IWO Tom Lee historically been bullish XXX days out of XXX days $NVDA has much lower PE than $WMT and $COST. Similar to the Legend Peter Lynch(30% average return) interview on @TheCompoundNews abt @Costco PE = No AI Bubble Institutions will allocate more funds into the market. The most hated V Shape recovery. Retail investors been going all in from all Dips $PLTR $NVDA $APP" [X Link](https://x.com/MikeLongTerm/status/1976368826968137897) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T19:27Z 16.2K followers, 178.3K engagements "$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 16.2K followers, 93.2K engagements "@jollyjim55 @AMD It is not giveaway. It is performance based. stop spreading misinformation. $XXX a share is a win win. And 6GW is $120-$150B total. That is still years of revenue and eps growth for $AMD shareholders" [X Link](https://x.com/MikeLongTerm/status/1978096950885986316) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T13:53Z 16.1K followers, XXX engagements "$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 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 $GRAB information/catalysts from brokers I called X brokers and they all claimed "we got updates through 3rd party". They never gave me the name of the 3rd party. Otherwise u will see me posting abt this fraud. Shouldn't we have some kind of criminal investigation on these short sellers and 3rd party This is literally fraud I dont have a problem of funds shorting and losing money. But I do have problem" [X Link](https://x.com/MikeLongTerm/status/1976349497505743244) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T18:10Z 16.2K followers, 6496 engagements "$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 ( $NVDA). Open Rack Wide (ORW) Specification: On October XX 2025 at the Open Compute Project (OCP) Global Summit in San Jose Meta contributed the ORW standard to OCP. ORW is a wider rack form factor (designed for 1.2m-wide chassis) optimized for high-density AI workloads supporting liquid cooling modular compute nodes and interoperability" [X Link](https://x.com/MikeLongTerm/status/1979201596744413187) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T15:03Z 16.2K followers, 11.5K engagements "BREAKING Casino Baccarat is renamed to "Prediction markets" Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1976290209324216655) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T14:14Z 16.2K followers, 2250 engagements "$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 16.1K followers, 44.6K engagements "BREAKING $GRAB @AnthonyPY_Tan Newest 🎙 "Anthony Tan on Reinventing a Business WSJ Leadership Institute" AI Drone Autonomous Vehicle @OpenAI ChatGpt. Bringing the best techonology to SEA to uplift as many people as possible out of poverty. He said he can't share Q3 Result yet but hinted growing very STRONGLY. Anthony said certain market( he said he doesnt want to name it) that GRAB business model proves anti-recession(It is Thailand market). Thailand is still recovering from Covid as tourism is a major part of Thai Economy. Former CEO of Amway Milind Pant X questions X. Additional services on" [X Link](https://x.com/MikeLongTerm/status/1974157728508502289) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-03T17:00Z 16.1K followers, 89.8K engagements "BREAKING $GRAB 14th day Manipulation spotted🔥 Short sellers are still paying 3rd party to hide all $GRAB partnerships/deals/catalysts. XX days out of XX trading days are manipulated. IMPRESSIVE conviction on a company with $7.6B cash Profitable FCF+ with little debt and locked in XX% growth minimum from Q4 2025. No @OpenAI direct partnership for GrabGPT on Grab SuperApp. Not @Alipay with 1.7B users partnership. This is NOT going to end well Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1975948555152916630) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T15:37Z 16.1K followers, 8314 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 16.2K followers, 178.4K engagements "@JulianWatrin Yes. the order vol book showed algo trading pressure unaligned with $iwm $iwo and also human cannt trade that fast in mill-sec" [X Link](https://x.com/MikeLongTerm/status/1976292117392589107) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T14:22Z 16.1K followers, XXX engagements "$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 $1B revenue by Q4 2025. I could be wrong but recent data are pointing a strong Q4 tourism surge and accelerated growth for GRAB. While short sellers are doubling down Grab's fundamental is improving sharply vs 2023-2024. Grab Holding Southeast Asia's leading AI SuperApp for ride-hailing delivery Fin-Tech Tourism has fully launched Dine-Out feature recently." [X Link](https://x.com/MikeLongTerm/status/1979226389162111049) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T16:41Z 16.2K followers, 18.5K engagements "$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 16.2K followers, 19.2K engagements "$GRAB Map (B2B) Discussion 🧵 TLDR: If you don't read until the end you will miss the juicy part GrabMap(B2B) is a big deal long term Grab Maps is Free to use for Drivers/Users in the SuperApp is the in-house mapping and location intelligence platform developed by Grab Holdings Limited the Southeast Asian super-app offering ride-hailing deliveries financial services and more. Launched as an enterprise service in 2022 GrabMaps leverages hyperlocal data collected from Grab's vast network of drivers riders and delivery partners to provide accurate real-time mapping tailored to the unique" [X Link](https://x.com/MikeLongTerm/status/1974832801892491644) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-05T13:43Z 16.1K followers, 43.5K engagements "$AMD & Top @BankofAmerica Analyst 🔥🔥🔥 Bank of Americas Vivek Arya bumped the target to $XXX from $XXX estimating the deal could be worth over $XXX billion. He believes that the OpenAI deal adds to other major agreements AMD made earlier this year with Middle Eastern governments or sovereign entities. Complementary Middle Eastern agreements In May 2025 AMD secured a multi-year $XX billion partnership with HUMAIN a new artificial intelligence enterprise backed by Saudi Arabia's sovereign wealth fund. Joint investment: Under the agreement AMD and HUMAIN will jointly invest up to $XX billion" [X Link](https://x.com/MikeLongTerm/status/1975532159268991485) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T12:02Z 16.1K followers, 36.3K engagements "$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 16.2K followers, 23.5K engagements "BREAKING $AMD PT upgraded to $XXX Buy Rating Arete Adjusts PT on @AMD to $XXX from $XXX Maintain Buy Rating Who is ready for big $META and $MSFT deal" [X Link](https://x.com/MikeLongTerm/status/1978042545486672123) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T10:17Z 16.1K followers, 18.5K engagements "$WING and $BROS are so undervalued for its potential. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1974117068439195991) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-03T14:19Z 16.1K followers, 3742 engagements "$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 16.2K followers, 10.4K 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 $AMZN Saudi UAE and XX other countries all" [X Link](https://x.com/MikeLongTerm/status/1976648599497801878) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T13:58Z 16.1K followers, 12.6K engagements "$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 16.1K followers, 17.4K engagements "$HIMS short sellers ok Would u like me to call an ambulance" [X Link](https://x.com/MikeLongTerm/status/1975629573980365298) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T18:29Z 16.1K followers, 17.3K engagements "BREAKING $GRAB Tourism Update 🔥🔥🔥 My source is telling me GRAB tourism is extremly busy meaning it is doing well despite it was launched very recently. My guess is @Alipay with 1.7B users and partnerships with X countries' tourism departments really help More airport rides/foods delivery/dine-out. Driven by strong regional tourism recovery and the company's dominant market position. This growth is expected to continue into the holiday season with the company's additional services reflecting this positive trend through revenue growth and increased profitability. September updates highlight" [X Link](https://x.com/MikeLongTerm/status/1976827025173205424) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-11T01:47Z 16.1K followers, 8969 engagements "$AMD CTO Mark More Helios Rack Update 🔥🔥 Open Standards for AI Scale: How AMD and OCP are Shaping the Next Era of AI Infrastructure Thank you to Open Compute Project (OCP) for the opportunity to share a keynote at the 2025 Global Summit on Monday. I was thrilled to see an audience of nearly 7000 people sharing a passion for an open compute ecosystem (more than 10300 are attending OCP 2025). Let me share a few points from my presentation. AI is driving the most profound transformation in computing history. In just three years weve seen AI models evolve from experimental prototypes to driving" [X Link](https://x.com/MikeLongTerm/status/1978553357280407753) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T20:07Z 16.2K followers, 8084 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 16.1K followers, 9750 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 16.2K followers, 24.3K engagements "Where do these kids get the idea they can time the market Do you see me buying assets when it is hyped Like you didnt' like $AMD at $XX - $XX now u like it more at $XXX Would u like to buy it more at $XXX than $XXX This is like trying to argue whether $PLTR at $XXXX or $X was a better entry. Who care. Spend more time to do DD then park money. I'm doing that now on $GRAB. 5-10 years from now u won't care what entry I forgot all my entry. I ony care at how many shares I got. Oh I just save $ you from buying a DCA course Btw. You are welcome Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978875259840254102) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T17:26Z 16.2K followers, 3992 engagements "@Tsla1T because wall street is sexist" [X Link](https://x.com/MikeLongTerm/status/1979513950396953046) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T11:44Z 16.2K followers, XX 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 16.2K followers, 39.2K 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 16.1K followers, 15.1K 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 16.1K followers, 6158 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 16.1K followers, 11.2K engagements "BREAKING @federalreserve Chair Jerome Powell 🎙 $QQQ $SPY $DIA $IWM $IWO Jpow said the FED may stop Balance sheet runoff" [X Link](https://x.com/MikeLongTerm/status/1978148097332031808) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T17:17Z 16.1K followers, 3054 engagements "$COST is the best AI company "Sarcasm inserted"" [X Link](https://x.com/MikeLongTerm/status/1976023902020305079) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T20:36Z 16.2K followers, 4671 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 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 $ORCL I have been in the market long enough to recognize this kind of BS. Hence my posts are getting reported. Now Bears are betting on full blown trade-war. Of course this would hurt GRAB or any business in SEA or US businesses. But that is very unlikely. But now" [X Link](https://x.com/MikeLongTerm/status/1978939547103691056) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T21:42Z 16.2K followers, 73.4K engagements "$PLTR $AMD $TSLA $XYZ $GRAB $HIMS $AMZN $GOOGL $COST $WING $BROS $TSM. The key to find high quality businesses is to spend 500-1000 hours trying to learn about the business. For some it can be just XXX hours for most will be 1000+ hours. I love high quality business with pristine balance sheet. Most of them in the early stage are misunderstood That is a good place to start. But are you willing to outwork lazy wall street analysts Peter Lynch may not be a Tech Investor but his investing philosophy shaped my way of finding high quality businesses. I don't judge on share price I see ownership" [X Link](https://x.com/MikeLongTerm/status/1979242952565100760) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T17:47Z 16.2K followers, 4932 engagements "$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 16.2K followers, 92.8K engagements "$GRAB I appreciated you Bears🔥🔥🔥 Keep selling me cheap shares🤌 Absolutely NOT Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978093481101816276) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T13:40Z 16.2K followers, 22.8K engagements "$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 16.1K followers, 6270 engagements "BREAKING $GRAB 12th days Manipulation Short sellers so far manipulated $GRAB price action XX days out of XX trading days since the breakout. Particularly this morning right after the bell. This is getting stupid. They failed to convince a bear case mostly fake new. We will hit $1B revenue quarter by Q4 2025( very likely). That will push growth to XX% YoY. Re-rating will come whether bears like it or not. You have been warned short sellers. This will not end well. Don't be like $PLTR short sellers booked bigger losses than $TSLA short sellers. 😏 Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1975194277866000552) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T13:39Z 16.1K followers, 45.1K engagements "$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 $TSM executed on its expansion strategy successfully. Dr. @LisaSu has full confidence in TSMC in 2026 and I been covering AMD for years She always been conservative and humble when it came to her guidance/projection. I trust Dr. Su and AMD team on this one. In early 2025 until now most projection and analysts were concluding that @AMD would only get 200k of AI" [X Link](https://x.com/MikeLongTerm/status/1977501244399681891) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-12T22:26Z 16.2K followers, 80.4K engagements "$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 16.1K followers, 7729 engagements "@RealMattMoney i hope $BROS go down more so I can double my position" [X Link](https://x.com/MikeLongTerm/status/1977024393638560003) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-11T14:52Z 16.1K followers, XXX engagements "So many $HIMS claimed to be bulls exited their entire positions. And I checked the stock it was up 4.23%. I mean can you bears and short sellers bring it down to $XX or lower I have some cash to deploy. Work harder short sellers" [X Link](https://x.com/MikeLongTerm/status/1975329596762694139) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T22:37Z 16.1K followers, 9997 engagements "Averaging up is the way. Folks shouldn't try to time the market. $GRAB long term shareholders are in good hand. The perfect route is running up to $X into Q3 ER then Q4 2025 with $1B revenue that will change everything. Re-rating break to $XX fair valuation. Companies that are growing above XX% or closer to XX% get a premium. When Wall Street accepts GRAB is an AI SuperApp business P/S will be much higher" [X Link](https://x.com/MikeLongTerm/status/1975328000947187911) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T22:31Z 16.1K followers, 14K 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 16.1K followers, 96.8K 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 $META to purchase 250-300k units for H2 2025. Yes Meta is AMD largest AI Accelerator customer. The AMD-Meta partnership has matured into a strategic alliance rooted in a shared commitment to open standards and scalable AI infrastructure. This came out after one day confirmed @AMD and @Meta introduced" [X Link](https://x.com/MikeLongTerm/status/1978579098424283339) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T21:49Z 16.2K followers, 49.9K engagements "$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 16.1K followers, 24.8K engagements "@lunchizforwimps @amitisinvesting XX yr from now if at XX% average growth constant $GRAB would be at $400-$500B MC" [X Link](https://x.com/MikeLongTerm/status/1975352141016666363) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T00:07Z 16.1K followers, XXX engagements "$GRAB CAO and CLO John Pierantoni was named Chief Accounting Officer (CAO) and Liam Barker was appointed Chief Legal Officer (CLO). This move aims to enhance execution in fintech delivery and mobility segments as the company targets accelerated EBITDA growth. Pierantoni has been with Grab since December 2021 as Global Corporate Controller and Barker has been with the company since 2017 recently serving as Acting Group General Counsel" [X Link](https://x.com/MikeLongTerm/status/1978784572151402656) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T11:26Z 16.2K followers, 3933 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 16.1K followers, 26.2K engagements "@StockStormX that is why $grab is going aggressive on promoting it" [X Link](https://x.com/MikeLongTerm/status/1978221132122578991) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T22:07Z 16.1K followers, XXX engagements "Fun fact: $GRAB can grow X digits in revenue if @AnthonyPY_Tan is allowed with that $7.6B Cash pile. But that will make EPS volatile and more short sellers attack. Hence he is sticking with Profitable growth. Do you prefer your long term to be "growth at all cost" or "profitable growth I like profitable growth baseline at XX% and if outperform to XX% or higher I will take it. I'm conservative to all my long term projection and $AMD $TSLA $PLTR $HIMS all outperformed my projection. That is how most investors should be. Keep projection conservative but must be more accurate than analysts. 14%" [X Link](https://x.com/MikeLongTerm/status/1975526195606266049) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T11:38Z 16.1K followers, 21.7K engagements "$AMD @OpenAI $XXX PT Upgrade from Wolfe 🔥 WOLFE sees $XXX @AMD Stock on OPENAI DEAL Wolfe Research upgraded AMD to Outperform with a $XXX target citing strong upside from its OpenAI partnership and rising server demand. Wolfe projects $XX B in AI revenue and $10+ EPS by 2027 driven by MI450 chip sales starting in late 2026. Server CPU forecasts were raised and analysts see further growth from Helios and UALink platforms" [X Link](https://x.com/MikeLongTerm/status/1978106303173046322) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T14:31Z 16.1K followers, 8950 engagements "Should I write $GRAB roadmap 🧵to $500B Market Cap I don't want to cause FOMO to allow time for long term and high conviction shareholders to enter or add. The roadmap is almost clearer and more confirmed today than 5-7 months ago. Yes it will e available at Free.99" [X Link](https://x.com/MikeLongTerm/status/1977450378326089762) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-12T19:04Z 16.1K followers, 6136 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, 2578 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-$400m unrealized loss🚨🚨🚨 Betting against GRAB Paid 3rd party to hide catalysts/partnerships" [X Link](https://x.com/MikeLongTerm/status/1976326566729875952) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T16:39Z 16.2K followers, 33.5K engagements "$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 $GRAB" [X Link](https://x.com/MikeLongTerm/status/1968139911048859985) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-17T02:28Z 16.2K followers, 95.7K engagements "@OpenAI @Meta" [X Link](https://x.com/MikeLongTerm/status/1978270155995037766) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T01:22Z 16.1K followers, 1980 engagements "$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$5.40 as the brokerage takes on a more positive outlook on the companys financial services segment. The way CGS International analyst Jacquelyn Yow sees" [X Link](https://x.com/MikeLongTerm/status/1975642508395757886) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T19:20Z 16.1K followers, 21.1K engagements "$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 $GRAB or abnormal order book in the last X hours. Called it Like I said they are not going to leave this ticker for a while. So be ready for consolidation price action. Short Interest is likely to break above 200m shares in the next data point. Alright that is it. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978544535400538340) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T19:32Z 16.2K followers, 69.1K engagements "$NVDA CEO on $AMD @OpenAI 6GW Deal🔥🔥 OpenAI President @gdb said: OpenAi been investing in AMD software (Current ROCm 7) for a long time. ROCm X with MI450 is expected to be on par with CUDA in 2026. Greg said OpenAI is getting really good performance out of ROCm X enabled through long time partnership. Excited about MI450 with great hardware innovation(pointing to the "secret weapon" (patented) new design" [X Link](https://x.com/MikeLongTerm/status/1977404800481292615) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-12T16:03Z 16.2K followers, 60.3K engagements "$GRAB is up around XX% since September 2025 So Manipulated XX days out of XX trading days paid 3rd party brokers to hide partnerships are not working very well for them" [X Link](https://x.com/MikeLongTerm/status/1975892782335353268) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T11:55Z 16.1K followers, 2477 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 16.1K followers, 43.3K 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-$100B revenue FY2026 all excluded these countries potential AI revenue. Saudi or UAE can contribute 10GW of AI infrastructure in 5-10 years. 2026 will change everything due to adoption on AMD "secret weapon" breakthrough on MI450 EPYC processors APU. Today development @AMD and UAE e& UAE Partners with AMD to Build Next-Generation AI Infrastructure for a Sustainable Digital Future The agreement will see the companies explore the use" [X Link](https://x.com/MikeLongTerm/status/1978845801313870312) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T15:29Z 16.2K followers, 9275 engagements "$BMNR Tom Lee and @SP500_Index 🔥🔥🔥 $QQQ $SPY $DIA $IWM $IWO Tom Lee said Q4 investors are skeptical so more room to run. He thinks Financial or FinTech have tailwind into rate cuts. That Financial may get tech valuation. Source: CNBC" [X Link](https://x.com/MikeLongTerm/status/1975140160150085642) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T10:04Z 16.2K followers, 109.6K 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 16.2K followers, 133.4K 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 16.1K followers, 5363 engagements "Can we close the stock market next week $QQQ $SPY $DIA" [X Link](https://x.com/MikeLongTerm/status/1976753316508860577) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T20:54Z 16.1K followers, 4345 engagements "BREAKING $GRAB 13th days Manipulation 🔥 These idiots cannot stop. XX days out of XX trading days. 🫣 This is why GRAB is going to trade at a much higher price because of the buying pressure when they have to cover later. I would imagine their boss: "WTF are you doing shorting $7.6B Cash profitable FCF+ with little debt company" "We thought it was a Chinese App" "Did you google it It is based in Singapore you idiots" "No" "F**K you are all fired gtfo of this building"" [X Link](https://x.com/MikeLongTerm/status/1975560984694493230) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T13:56Z 16.1K followers, 33.6K 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 16.1K followers, 33.7K engagements "BREAKING $AMD @OpenAI announced MASSIVE Computing Deal 🔥🔥🔥🔥 Dr. @LisaSu is printing 💸with @sama OpenAI and chip-designer Advanced Micro Devices announced a multibillion-dollar partnership to collaborate on AI data centers that will run on AMDprocessors one of the most direct challenges yet to industry leader Nvidia. Under the terms of the deal OpenAIcommitted to purchasing X gigawatts worth of AMD's chips starting with the MI450 chip next year. The ChatGPT maker will buy the chips either directly or through its cloud computing partners. AMDchief Lisa Su said in an interview Sunday that" [X Link](https://x.com/MikeLongTerm/status/1975152381936459989) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T10:53Z 16.2K followers, 11.6K 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, 2535 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 16.1K followers, 1919 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, 5673 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 $XXX billion it has already committed to investing in America according to company" [X Link](https://x.com/MikeLongTerm/status/1978763518183604439) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T10:02Z 16.2K followers, 41.8K engagements "$AMD 🤝Saudi AramcoFrance$5 Trillion MC🧵 As part of AMD's aggressive 2025 strategy to expand its AI footprint beyond hyperscalers into industrial sovereign and edge applications the partnerships with Saudi Aramco (February) G42 (February) and XMPro (July) represent targeted moves to diversify revenue streams and validate AMD's Instinct GPUs and Ryzen AI processors in non-traditional AI markets. These deals should be as big or bigger than @OpenAI multibillion-dollar commitment collectively underscore AMD's pivot toward "AI everywhere"from energy sector optimization to European sovereignty and" [X Link](https://x.com/MikeLongTerm/status/1979370527719592174) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-18T02:14Z 16.2K followers, 8412 engagements "$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 "$GRAB & my relentless effort to get @AnthonyPY_Tan back to @X 👌 I have been spamming IR with suggestions and how management should be active on @X. I also been suggesting new X features/services: GrabChat GrabReview GrabPod(will link that thread below) to IR to x10 MTUs. I recently been tracking Anthony on @LinkedIn and my comment is getting view. I will not stop until the day I see that fresh tweet from Anthony. Yes I'm that passionate. My reach on X is limited. Misinformation is paid to show up on Google search daily. I'm no stranger to call them out daily. I don't need Anthony or" [X Link](https://x.com/MikeLongTerm/status/1975990735657689200) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T18:24Z 16.1K followers, 4988 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 16.2K followers, 8125 engagements "Can $Grab hold $6" [X Link](https://x.com/MikeLongTerm/status/1976717048882643308) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T18:30Z 16.1K followers, 10.9K engagements "BREAKING @PalantirTech & OneMedNet 🔥🔥🔥 DENVER & MINNEAPOLIS--(BUSINESS WIRE)-- OneMedNet Corporation (Nasdaq: $ONMD) has selected Palantir Technologies (Nasdaq: $PLTR) to transform the healthcare AI and Real-World Data (RWD) analytics marketplace. Palantirs Artificial Intelligence Platform will provide the infrastructure for OneMedNets iRWD near real-time AI powered provider network (network) enabling OneMedNet to empower life sciences medical device and research organizations with anonymized regulatory-grade clinical data and advanced analytics to accelerate the development of" [X Link](https://x.com/MikeLongTerm/status/1975171719364022679) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T12:10Z 16.1K followers, 3508 engagements "I provide higher quality analyses than most course sellers out there so you don't have to buy them. I may not talk about too many stocks strictly the stocks I own $PLTR $AMD $TSLA $XYZ $GRAB $HIMS $AMZN $META $GOOGL $WINGS $BROS $NVDA . I find it already difficult to concentrate on 4-5 companies daily/weekly updates. An average investors should have less than XX high quality stocks. Following and Understanding are X different things. I'm at 22k posts If I write everything I know abt the companies I own it would be 300k+ posts. There are so much to learn and talk about. It is not luck that" [X Link](https://x.com/MikeLongTerm/status/1978088205992763796) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T13:19Z 16.1K followers, 6528 engagements "$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 $GRAB. Alright that is it. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1977743080494104631) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T14:27Z 16.1K followers, 19K engagements "Retail investors went from Flexing Gain to Flexing Loss. Boomers are so jealous to be like us" [X Link](https://x.com/MikeLongTerm/status/1977178134043935037) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-12T01:02Z 16.2K followers, 2627 engagements "$AMD & @SpaceX Partnership 🧵 @LisaSu + @elonmusk I should have included these timelines below to explain why I think the "chip maker" could be $AMD. AMD (Advanced Micro Devices) and SpaceX have established a significant technical collaboration centered on the integration of AMD's advanced semiconductor technology into SpaceX's satellite infrastructure particularly the Starlink constellation. This partnership was publicly disclosed in AMD's Q3 2024 earnings presentation where CEO @LisaSu highlighted SpaceX as a key customer for their Versal AI Core adaptive System-on-Chips (SoCs) X. 20182020:" [X Link](https://x.com/MikeLongTerm/status/1968005391562019239) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-16T17:33Z 16.1K followers, 34.3K 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 16.1K followers, 2577 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 16.2K followers, 50.3K engagements "@itscoltongroves @awscloud @AMD They been working together since 2018. The breakthrough on AI EPYC 2026 gen will allow cheaper AI infrastructure solution for inference/training. $AMZN $ORCL $GOOGL $META are going to buy this breakthrough 2nm chips in 2026" [X Link](https://x.com/MikeLongTerm/status/1978528088771153940) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T18:27Z 16.1K followers, XXX 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 16.2K followers, 3400 engagements "@amitisinvesting 💀when we thought Quantum bubble is already wild then we got $MEME" [X Link](https://x.com/MikeLongTerm/status/1975950995021820195) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T15:46Z 16.1K followers, 5362 engagements "$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 16.2K followers, 15K engagements "@federalreserve Forgot to add that would be very bullish for small-medium cap and Fin-Tech stocks that been underperforming to the Top Ai stocks. $IWM $IWO" [X Link](https://x.com/MikeLongTerm/status/1976682599553913037) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T16:13Z 16.1K followers, 1339 engagements "$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 $34.5B in FY 2025 Key revenue contribution: A. MI350 series continue to ramp as expected in H1" [X Link](https://x.com/MikeLongTerm/status/1978067190306799727) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T11:55Z 16.2K followers, 72.5K engagements "$BMNR Tom Lee gonna save the 🩸day $QQQ -XXXX% $SPY -XXXX% $DIA -XXXX% $IWM -XXXX% $IWO -XXXX% Tom Lee said this is "Buy the Dip"" [X Link](https://x.com/MikeLongTerm/status/1976720508784902332) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T18:44Z 16.2K followers, 162K engagements "$GRAB Bulls rejected short sellers 12th time. We already knew about $AMD and @OpenAI deal today. Yes I'm a very happy @AMD shareholder today not because of the price action but because my DDs have been correct on AMD potential. If you looked around top 5-10 US brokers. None showed Grab SuperApp and @OpenAI partnership. Or any companies that partnered with OpenAI experienced at least 20-3 digits gain in stock price appreciation in the last 6-12 months. I contacted X brokers they all blamed 3rd party and they can't explain to me why they can't update the catalyst themselves. It is 2025 and" [X Link](https://x.com/MikeLongTerm/status/1975298819601355183) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T20:35Z 16.1K followers, 8788 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 $310" [X Link](https://x.com/MikeLongTerm/status/1978427570698723564) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T11:47Z 16.2K followers, 25.1K engagements "$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 16.1K followers, 3796 engagements "GROQ CEO Jonathan Ross(Google TPU father) Interview After I learnt about Johnathan meeting $GRAB CPO at Singapore HQ I want to learn more about this founder Full youtube link at the bottom Will be interesting to see what kind of partnership they form later. "Groq Founder Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN" - Summary: The segment opens with an introduction to Jonathan Ross highlighting his role at Groq and background in developing Google's Tensor Processing Unit (TPU). It transitions into analyzing the current AI market landscape questioning" [X Link](https://x.com/MikeLongTerm/status/1974953442985517059) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-05T21:42Z 16.1K followers, 4755 engagements "$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 $ORCL) The capital intensity and scale are massive We are still so early in AI Cycle OpenAi said we are not that far from x10 revenue 👀 Dr. @LisaSu addressing China Chip Issue AMD is ready to" [X Link](https://x.com/MikeLongTerm/status/1975200238898950453) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T14:03Z 16.2K followers, 121.1K engagements "$QQQ $SPY $AMD $NVDA $TSM Boomers want AI stocks to crash(-90%) like $AMZN in Dot Com so they can buy in cheap to ride it. You just need to look them deep in the eyes to understand the motivation. With that said DCA is still going to be the best strategy than timing the market. Time in the market beats Timing the market. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978474071831482772) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T14:52Z 16.1K followers, 2731 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 "@EndicottInvests I think I called $HIMS $XXX by year end. We are not that far" [X Link](https://x.com/MikeLongTerm/status/1978590672442593690) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T22:35Z 16.2K followers, XXX engagements "@Unravel_2000 yea and those hosts will be using $GRAB services too. Just like Merchants/Drivers are also loyal Grab users" [X Link](https://x.com/MikeLongTerm/status/1978588958029226266) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T22:29Z 16.1K followers, XXX 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-$850m so plenty of upside if guided higher. Weak hand institutions/retail investors = Conviction is" [X Link](https://x.com/MikeLongTerm/status/1976406539901796472) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T21:56Z 16.2K followers, 30.6K engagements "$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 16.1K followers, 29.4K 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 16.2K followers, 7067 engagements "My portfolio is so happy now $AMD $TSLA $PLTR I can't complain. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978471153862861263) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T14:40Z 16.1K followers, 3194 engagements "@LisaSu @AMD" [X Link](https://x.com/MikeLongTerm/status/1978225925419368535) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T22:26Z 16.1K followers, 2397 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 16.1K followers, 45.6K engagements "BREAKING $AMD Dr. @LisaSu at UBS 12/03/2025 SANTA CLARA Calif. Oct. XX 2025 (GLOBE NEWSWIRE) -- @AMD (NASDAQ: AMD) announced today that company executives will participate in the following events for the financial community: Dr. Lisa Su chair and chief executive officer will present at UBSs 2025 Global Technology and AI Conference on Wednesday Dec. X 2025. Jean Hu executive vice president chief financial officer and treasurer will present at Barclays 2025 Global Technology Conference on Wednesday Dec. XX 2025" [X Link](https://x.com/MikeLongTerm/status/1978807994105172057) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T12:59Z 16.2K followers, 3909 engagements "$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 16.2K followers, 120.5K 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 "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 16.2K followers, 16.6K engagements "BREAKING $GRAB & Malaysia PM Anwar 🔥🔥 Prime Minister Datuk Seri Anwar Ibrahim said $GRAB AI SuperApp is critical to create/maintain high-income jobs. Context: Avarege Malaysian workers income is $300-$600/m. Grab drivers (10-12 hours/day) earn $1300-$2000/month in urban areas with bonuses or $1000-$1500/m in other cities. Meaning Grab drivers earn 3-5 more times than the average workers salary. PM Anwar to give additional fuel subsidy eligibility to Grab drivers to increase earning even more. @AnthonyPY_Tan said "Proud to play our part in hashtag#Malaysias journeyusing technology and" [X Link](https://x.com/MikeLongTerm/status/1975240744484151808) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T16:44Z 16.1K followers, 30.8K 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 $TSLA. oh and best of luck shorting @PalantirTech @CitronResearch 🤣 First of all How I'm wrong when I'm up and I been talking about AMD for years and Grab Since Feb and finished my core position on April/May selloff Private portfolio is up✅ Public portfolio is up ✅ All my posts are public and free to search. I" [X Link](https://x.com/MikeLongTerm/status/1975972121370087896) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T17:10Z 16.1K followers, 48.8K engagements "$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, 6518 engagements "$AMD $NVDA $TSM Oh boy this is going to be as good as the $PLTR call 🤣" [X Link](https://x.com/MikeLongTerm/status/1977384882771841469) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-12T14:44Z 16.2K followers, 44.7K engagements "$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 16.2K followers, 193.2K engagements "BREAKING $AMD & @BankofAmerica $XXX PT 🔥🔥 Advanced Micro Devices @AMD the Technology sector company was revisited by a Wall Street analyst yesterday. Analyst Vivek Arya from Bank of America Securities reiterated a Buy rating on the stock and has a $XXXXXX price target. Vivek Arya has given his Buy rating due to a combination of factors related to the competitive landscape and strategic positioning of Advanced Micro Devices (AMD). Arya notes that the collaboration between Intel (INTC) and NVIDIA (NVDA) may not have immediate negative implications for AMD as the partnership could take years" [X Link](https://x.com/MikeLongTerm/status/1968985538708291703) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-19T10:28Z 16.1K followers, 22.5K 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 16.1K followers, 15.5K engagements "@BacklashPics @AMD Correct Demand is still 10-12 to X Supply. even $AMD at XX% market share $NVDA will still do very well. Just mostly shareholders hating on each other. Dr. @LisaSu has great relationship with Jensen and they are cousin" [X Link](https://x.com/MikeLongTerm/status/1978110084061258218) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T14:46Z 16.1K followers, XXX 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 16.2K followers, 2238 engagements "BREAKING @PalantirTech Banco Bilbao Vizcaya Argentaria($10B Fund from Spain) increased $PLTR position to 432582 shares" [X Link](https://x.com/MikeLongTerm/status/1923758783945175177) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-05-17T15:13Z 16.1K followers, 11.4K engagements "What is $AMD Market Cap if hit $80B-$100B revenue by end of 2026" [X Link](https://x.com/MikeLongTerm/status/1975494771478307320) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T09:33Z 16.1K followers, 8510 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 16.2K followers, 313K engagements "Just in $GRAB & Fiduciary Alliance 13f filing-Fiduciary Alliance($2B Fund) started a brandnew position on $GRAB with 328008 shares. This fund also bought calls" [X Link](https://x.com/MikeLongTerm/status/1976006962757161032) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-08T19:29Z 16.1K followers, 13.6K engagements "$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% $GRAB SuperApp in SEA HQ based in Singapore(Yea i wrote this so u can't call it a chinese company) is up XX% YTD. Source:" [X Link](https://x.com/MikeLongTerm/status/1968807453249679793) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-18T22:40Z 16.1K followers, 43.8K engagements "$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 16.2K followers, 6005 engagements "Seeing rising interest in shorting $HIMS from retail investors. If you want to lose money go for it. Oh also feel free to short my other long term too if you want to. I need more buying pressure long term. $PLTR $AMD $TSLA $GRAB I love it Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978844092155977751) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T15:22Z 16.2K followers, 4161 engagements "$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. $BMNR is up XXXXXX% YTD Don't own any copy right just for entertainment/information purpose" [X Link](https://x.com/MikeLongTerm/status/1953900723688878511) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-08-08T19:26Z 16.2K followers, 280.8K engagements "$GRAB Short sellers DECLARED ALL OUT WAR" [X Link](https://x.com/MikeLongTerm/status/1976407199565144416) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-09T21:59Z 16.1K followers, 1606 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 16.2K followers, 58.8K engagements "Terms are not agreed yet. Market will speculate AKA Volatility $QQQ $SPY $DIA $IWM $IWO" [X Link](https://x.com/MikeLongTerm/status/1977693785925488647) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T11:11Z 16.1K followers, 2956 engagements "$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 16.1K followers, 4677 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 $10B deal and includes plans for joint AI labs training programs and energy-efficient deployments" [X Link](https://x.com/MikeLongTerm/status/1978905671010546117) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T19:27Z 16.2K followers, 30.3K engagements "You know you own high-quality business when Stock is down 10-20%. You were happy to add more then go to bed happy" [X Link](https://x.com/MikeLongTerm/status/1978662226081862111) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T03:20Z 16.2K followers, 2066 engagements "$AMD $NVDA 🧵 Fun fact: Dr. @LisaSu and Jensen Huang are first cousins. I have seen way too many comment/thread $NVDA shareholders attacking $AMD shareholders nonstop. You seem to be emotional. Dr. @LisaSu and Jensen Huang consistently praising each other on TV and offline. They never trashtalked ea other. For example: in 2025 different interview Dr. Su described NVDIA as "Jensen is brilliant so I fully admire him for that" or "formidable competitor" and highlighted collaboration in the future in AI. She wants to complementing the ecosystem rather than direct confrontation. And competition is" [X Link](https://x.com/MikeLongTerm/status/1977813754718101534) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T19:08Z 16.2K followers, 33.4K engagements "$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 $1Tril) driven by insatiable demand for training and inference compute in large language models (LLMs) recommendation systems and autonomous" [X Link](https://x.com/MikeLongTerm/status/1975286095882432646) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T19:44Z 16.2K followers, 603.1K engagements "$QQQ $SPY $DIA $IWM $IWO 10y yield finally broke below X% This is very good. Longer end bond yield has to decline naturally for the @federalreserve to cut rates quicker. Very bullish for 2026-2027" [X Link](https://x.com/MikeLongTerm/status/1978893604367040749) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-16T18:39Z 16.2K followers, 3621 engagements "$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 16.1K followers, 4895 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 16.1K followers, 16.4K engagements "People have been telling me i'm wrong on $AMD $PLTR $TSLA $XYZ for YEARS Then they told me $HIMS was just a viagra seller. Then this year they are telling me $GRAB is just a chinese company then I will be losing money badly.(No it is not a chinese company HQ and based in Singapore it is a SuperApp in SEA) This is so good. Especially I decided to XXX% $GRAB on a small public portfolio with $500-$1000 a month. No this public portfolio is not meant to be XXX% one company it is bcause $GRAB is extremely undervalued right now for its potential I plan to have this public portfolio to have under 10" [X Link](https://x.com/MikeLongTerm/status/1978139654692950482) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T16:43Z 16.2K followers, 13.1K 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 16.1K followers, 5130 engagements "BREAKING @blocks $XYZ & Price T Rowe Associates Price T Rowe Associates($1.7Trillion Fund) increased $XYZ position massively by XXXXX% or 20396389 shares and brought it total holding to 47318323 shares from 13f 👀" [X Link](https://x.com/MikeLongTerm/status/1956387167296426444) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-08-15T16:07Z 16.1K followers, 6011 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 16.1K followers, 7856 engagements "BREAKING $GRAB $GOTO Founder Update 🔥🔥 TLDR: Nadiem claimed no evidences. While AGO with XXX% success rate concluded "criminal intend is clear". AGO is planning to move the case quickly so they can recover the loss(Implying some kind of confiscation) This will only mean 90-95% market share for Grab SuperApp in Indonesia. Background of the Case: Nadiem Makarim the former Minister of Education Culture Research and Technology was named a suspect on September X 2025 by the Attorney General's Office (AGO) in a corruption scandal related to the procurement of Chromebook laptops. This stemmed from" [X Link](https://x.com/MikeLongTerm/status/1975256990159909090) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-06T17:48Z 16.1K followers, 19.6K engagements "$AMD is just getting started. $AMZN is going to be a major part of @AMD Revenue on MI450 and future Gen Rack AMD EPYC Venice(2026 secret weapon) @ajassy 🤝 Dr. @LisaSu" [X Link](https://x.com/MikeLongTerm/status/1979015772144885774) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T02:45Z 16.2K followers, 17.7K engagements "$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 16.1K followers, 4910 engagements "BREAKING $TSLA 13f filing-Brighton Jones($4B Fund) increase @Tesla position by XXXXX% or XXXXXX shares to a total holding of XXXXXXX shares" [X Link](https://x.com/MikeLongTerm/status/1978218667876766145) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T21:57Z 16.1K followers, 2624 engagements "@Couch_Investor $AMD EPYC 2026 gen will rocket this ship again. Unfortunately @ajassy will have to place orders earlyotherwise $ORCL $MSFT $GOOGL will swallow the supply. $TSM 2nm capacity is limited" [X Link](https://x.com/MikeLongTerm/status/1978530206966075487) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T18:35Z 16.2K followers, XXX engagements "@YodaStockInvest @LisaSu @AMD $META just announced 1GW Data center today. Will probably be hearing X or X more GW in 2026" [X Link](https://x.com/MikeLongTerm/status/1978590898062594415) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T22:36Z 16.1K followers, XXX engagements "$PLTR $AMD $TSLA $XYZ $GRAB $HIMS High Value is earned through months and years of quality DDs/Analysis. I know writing this stock that stock 10x 100x X or X sentences would get much 100x likes/views due to @X Algo. Till this day most of my Posts are long form which is getting more complained lately. At the end of the day Quality is superior. With that said I appreciate the 16k followers Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1978482446615118062) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T15:25Z 16.1K followers, 4816 engagements "$GRAB AI SuperApp & $SE Price War 🧵 Sea Limited has indeed escalated competition through aggressive discounting particularly in food delivery and e-commerce to claw market share from incumbents like Grab. In Indonesia ShopeeFood has offered up to XX% discounts to vendors and users leveraging Shopee's massive user base to subsidize steep promotions and challenge GrabFood's dominance. These price wars have not eroded Grab's core strengths. Grab maintains over XX% market share in deliveries across Southeast Asia dwarfing ShopeeFood and others like Foodpanda. In mobility (ride-hailing) Grab" [X Link](https://x.com/MikeLongTerm/status/1972045615522607480) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-09-27T21:08Z 16.1K followers, 5471 engagements "$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 16.2K followers, 196.7K 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 16.2K followers, 38.3K engagements "@AnthonyPY_Tan I was told just now that "they" gonna short $GRAB some more because of $ORCL losing money on renting $NVDA chips. I was like hmm if you want to lose money go for it. You don't have to link it to $ORCL $NVDA selloff" [X Link](https://x.com/MikeLongTerm/status/1975589374810333586) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-07T15:49Z 16.1K followers, 1899 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 16.1K followers, 6381 engagements "Thank you @elonmusk Proud $TSLA shareholder here" [X Link](https://x.com/MikeLongTerm/status/1978180516395335876) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T19:26Z 16.1K followers, 5557 engagements "@Tuffy1cat No goto acquisition since 2020" [X Link](https://x.com/MikeLongTerm/status/1978177957521678410) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-14T19:15Z 16.1K followers, XX 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-$200. The @federalreserve may have to accelerate rate cuts to respect dual mandate than just clapping inflation only mandate. We could be at X% FFR by 2026. So much deflationary pressures are built in the global economy atm. Not Financial Advice" [X Link](https://x.com/MikeLongTerm/status/1976680071843688812) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T16:03Z 16.1K followers, 3720 engagements "$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 $NVDA CUDA) X. Gaming Consoles and Embedded/Custom" [X Link](https://x.com/MikeLongTerm/status/1977361154696483204) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-12T13:10Z 16.2K followers, 40.5K engagements "$GRAB gonna make this Fund Famous 🔥🔥🔥 At $500B MC Ward Ferry Management would have $4B from ($129.87 adjusted with conservative buyback projection) $124754060 initial investment. This AI SuperApp is going to be the largest holding of Ward Ferry Management at fair valuation of $40B MC or $10/share and become one of the most successful investment Funds in SEA over the long term. Background: Ward Ferry Management founded in 2000 and headquartered in Hong Kong with additional offices in Singapore and the United Kingdom. It specializes in long-only equity investments focused on small- and" [X Link](https://x.com/MikeLongTerm/status/1974872400308174966) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-05T16:20Z 16.1K followers, 11.4K engagements "$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 16.2K followers, 138.9K 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 $PLTR is well beyond a Perfect XX and is rather a Perfect XXX. This refers to Palantirs astonishing forward price-to-sales (P/S) ratio of XXX. In simpler terms the analysis suggests that based on its projected 2025 revenue it would take over XXX years to pay back its current market cap. This stark metric places immense pressure on the company to sustain its extraordinary growth. Meanwhile according to Benzinga Pro PLTR has" [X Link](https://x.com/MikeLongTerm/status/1976645436409516537) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-10T13:46Z 16.2K followers, 16K engagements "$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 16.1K followers, 5259 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 16.1K followers, 14.2K 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 @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 16.2K followers, 4784 engagements "BREAKING $GRAB CFO @peter_oey @HSBC 🔥🔥 Key words: "We are not here to compete with $HSBC" 🤣 Digital bank is literally taking away market share at the fastest pace with more affordable strategy" [X Link](https://x.com/MikeLongTerm/status/1979269431545995576) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-17T19:33Z 16.2K followers, 11.6K engagements "$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 $500m" [X Link](https://x.com/MikeLongTerm/status/1978506147297452436) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-15T16:59Z 16.2K followers, 27.9K engagements "$AVGO @OpenAI Deal After $AMD 6GW Full🧵 TLDR: This should help $AMD not hurting it. Read full analysis below This morning's announcement of a multibillion-dollar partnership between OpenAI and Broadcom (AVGO) to co-design and deploy XX gigawatts (GW) of custom AI accelerators marks another aggressive step in OpenAI's quest to scale its compute infrastructure amid exploding demand for models like GPT-5. Valued at tens of billions over four years the deal focused on rack-scale hardware integrating Broadcom's XPUs (AI accelerators) and networking chips positions Broadcom as a key enabler of" [X Link](https://x.com/MikeLongTerm/status/1977734956731314529) [@MikeLongTerm](/creator/x/MikeLongTerm) 2025-10-13T13:55Z 16.2K followers, 13.3K engagements "$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 16.2K followers, 634K 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 16.2K followers, 165.5K 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 16.1K followers, 22.6K 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 +470%
- X Year XXXXX +42%
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- X Month XXXXXX +28%
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Social Influence #
Social category influence stocks #1936 technology brands XXXX% finance #3266 countries XXXX% cryptocurrencies #5639 automotive brands XXX% exchanges #4321 social networks XXXX% travel destinations XXXX% currencies #1718
Social topic influence $grab #1, $amd #1, open ai #251, $meta #4, $nvda #77, $pltr #22, meta #921, long term #128, money #3963, $tsla #73
Top accounts mentioned or mentioned by @amd @palantirtech @openai @anthonypytan @lisasu @grabsg @amazon @wearehims @federalreserve @amitisinvesting @nvidia @meta @grok @cnbc @masason @oracle @softbank @alipay @tesla @microsoft
Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Advanced Micro Devices (AMD) Metadium (META) NVIDIA Corp. (NVDA) Palantir (PLTR) Tesla, Inc. (TSLA) Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) SPDR S&P XXX ETF Trust (SPY) HSBC Holdings PLC (HSBC) Amazon.com, Inc. (AMZN) DIA (DIA) Block, Inc. (XYZ) BITMINE IMMERSION TECH (BMNR) Oracle Corporation (ORCL) Costco Hot Dog (COST) Dutch Bros Inc. (BROS) Meta Platforms, Inc. (META) Microsoft Corp. (MSFT) Cream (CRM) Ethereum (ETH) JPMorgan Chase (JPM)
Top Social Posts #
Top posts by engagements in the last XX hours
"$AMD $META Helios On Track for 2026🔥🔥🔥 TLDR: On Track for with volume deployment expected in 2026 AMD Helios: Advancing Openness in AI Infrastructure Built on @Meta 2025 OCP Open Rack for AI Design Introduction Today at the Open Compute Project (OCP) Global Summit in San Jose California Meta introduced specifications for a new Open Rack for AI featuring an Open Rack Wide (ORW) form factor marking a major leap forward in open infrastructure innovation. Designed to meet the realities of AI-scale data centers the ORW specification defines an open double-wide rack optimized for the power"
X Link @MikeLongTerm 2025-10-15T11:16Z 16.2K followers, 10.5K engagements
"$AMD $NVDA Guidances Excluded all Potential AI Chips revenue or $X from China"
X Link @MikeLongTerm 2025-10-10T15:08Z 16.2K followers, 106.8K engagements
"$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 16.1K followers, 23.4K engagements
"$AMZN is the biggest SuperApp in NA. Don't bet against @JeffBezos and @ajassy Andy be picking up the phone soon to call Dr. @LisaSu to buy $AMD MI450 to accelerate @awscloud growth I will bet you that it will be as large or larger than $META orders. Pricing power is the most ignored story on @AMD bull case. Read my $620/share thread on AMD below"
X Link @MikeLongTerm 2025-09-29T17:18Z 16.1K followers, 214.8K engagements
"@finkd @OpenAI @Meta Something to note base on my research $META should be expanding to about 2-3 GW by end of 2026. This is just one of the projection"
X Link @MikeLongTerm 2025-10-15T22:01Z 16.2K followers, 1707 engagements
"@amitisinvesting 700m people TAM on $grab and @OpenAI partnership. @sama is smart to partner early with @AnthonyPY_Tan. Anthony is going to expand 5b people. That is a massive pool ov revenue for OpenAI even only at 20%penetration at $10/month"
X Link @MikeLongTerm 2025-10-06T19:04Z 16.1K followers, 4877 engagements
"Just in Stock Future $QQQ $SPY $DIA $IWM $IWO Key Economic data Next Week: Oct 6: XX am ISM PMI Oct 7: 8:30am Trade Balance. 10am NFIB Small business 2pm FOMC Min Oct 8: 10am Wholesale Inventories Consumer Credit. 2pm Jpow Speech(Atlanta) Oct 9: 8:3am Jobless claim. 2pm Consumer credit. Oct 10: 10am COnsumer sentiment U mich Wholesale Trade sales"
X Link @MikeLongTerm 2025-10-05T23:27Z 16.2K followers, 5847 engagements
"Good morning $GRAB is a $XX stock in 2025 and $XX stock in 2026 I'm a firm believer in: Price action will follow Fundamental Eventually. You know I'm not shy to make bold calls on other long term $PLTR $AMD $TSLA $HIMS $XYZ. Why Grab is undervalued XXX% Penetration on 700m people TAM with fastest growing economies. Only XX% thesis realized from "Bottom of Pyramid". Revenue 30%+✅(@Alipay+@OpenAI Partnerships) At $XXXX Grabs enterprise value is $XXXX billion (market cap $XXXXX billion less $7$8 billion net cash). A $XX share price implies a market cap of $XX billion and an EV of $XX billion"
X Link @MikeLongTerm 2025-09-28T14:53Z 16.1K followers, 165.4K engagements
"$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 16.1K followers, 17.3K 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 16.2K followers, 1736 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 16.2K followers, 41K 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 16.1K followers, 36.1K 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 $GRAB was a very"
X Link @MikeLongTerm 2025-10-13T16:43Z 16.2K followers, 46.9K engagements
"$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, 5320 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 16.2K followers, 21.1K engagements
"Trade war canceled by @jpmorgan $JPM"
X Link @MikeLongTerm 2025-10-15T17:24Z 16.1K followers, 3761 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 16.2K followers, 5197 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 16.1K followers, 8299 engagements
"People have been telling for years that I'm going to lose all money on $amd $pltr $tsla $xyz. The same people are telling me now I'm going to lose on $grab $Hims. Not Financial Advice"
X Link @MikeLongTerm 2025-10-08T03:13Z 16.2K followers, 18.5K engagements
"BREAKING $NVDA Jensen Huang on $AMD @OpenAI Deal & AI/China🔥 Source and all Credit: CNBC"
X Link @MikeLongTerm 2025-10-07T22:51Z 16.1K followers, 27.2K engagements
"$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, 6375 engagements
"$GRAB Seeing significant interest from Institutions(Q3). We should start seeing more 13f as we get closer to November. What I posted from Q2 we should see familiar funds in Q3 added more. Short Interest should continue to trend to new ATH and ATH and ATH. We should also expect more manipulations incoming. Potentially a short report. Sub Group will be the first to see it. Then I will update the rest to everyone. Will be interesting to learn if "dumb money" sold any to "smart money" in Q3. My estimate is much smaller % than Q2. Q2 was more than 50m shares Grab Basically was tamed from Jan to"
X Link @MikeLongTerm 2025-10-10T01:43Z 16.1K followers, 8634 engagements
"$NVDA New CEO JenSen Huang on CNBC Full🎙 @nvidia and @OpenAI partnership since 2016; different than $AMD and OpenAI deal. OpenAI gonna have to raise funding to fund the Data centers cited OpenAI revenue is growing very fast. @xai & NVDA equity raise Is this a Bubble discussion General AI and Specialized AI AI ecosystem will need more Chip makers US vs China AI Arms Race H1B Energy (implying self-generated energy data center) Demand for computing in the last X months went up substantially Source and Credit: CNBC"
X Link @MikeLongTerm 2025-10-08T12:46Z 16.2K followers, 38.4K engagements
"$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
"$qqq $spy $dia $iwm $iwo I wouldn't say volatility is over. Sentiment is going to be better than Friday. Market will worry until a deal is signed. This has nothing to do with long term investing. That is the point of investing. You are not a trader"
X Link @MikeLongTerm 2025-10-13T04:35Z 16.1K followers, 4303 engagements
"$AMD @OpenAI $TSM @GroqInc CEO 🎙 Jonathan Ross the father of Google TPU on "Is AI a Bubble""
X Link @MikeLongTerm 2025-10-07T22:07Z 16.1K followers, 69.7K engagements
"$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 16.2K followers, 42.6K 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 16.2K followers, 30K 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 16.2K followers, 1557 engagements
"BREAKING $OPEN 13f filing-Royal Bank Of Canada($1Trillion Fund) increased $OPEN position sharply by 1678.56% or 1158121 shares to a total holding of 1227116 shares"
X Link @MikeLongTerm 2025-09-08T11:03Z 16.1K followers, 61.6K engagements
"$AMD $NVDA & the @AMD Bear @SemiAnalysis_ 🧵 Here are some facts: $META allocated XX% AI GPUs to $AMD @OpenAI allocated 6GW(38%) to $AMD X. Model-Specific Bias: Llama XXX 70B graph favored NVIDIA due to TRT-LLM optimizations highlighting throughput and latency where Blackwell excels. In contrast the GPT-OSS 120B chart shifts focus to cost and interactivity where MI355X shines. This selective model choice clearly suggests SemiAnalysis tailors benchmarks to reinforce narrativesNVIDIAs dominance in speed (Llama 3.3) and AMDs niche in cost (GPT-OSS). GPT-OSS 120B with its sparse attention"
X Link @MikeLongTerm 2025-10-10T10:19Z 16.2K followers, 102.6K engagements
"$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 16.1K followers, 16.7K 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 16.1K followers, 16.4K engagements
"What is the probability of $GRAB hitting $1B revenue by Q4 2025 We are around XX% odd of hitting $1B revenue on my projection"
X Link @MikeLongTerm 2025-10-07T09:59Z 16.1K followers, 24.3K engagements
"$AMD bears in 2026"
X Link @MikeLongTerm 2025-10-14T21:06Z 16.1K followers, 4946 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 16.2K followers, 29.8K engagements
"BREAKING $NVDA CEO Jensen Huang 🎙 $AMD $TSM History of @nvidia AI Bubble How largest businesses are going to move to AI Accelators Robotic AI @robotaxi is here Future of AI security may be like cyber security Everything will be Generative Intelligence in the future Token throughput Cuda Omniverse Favorite food: Fried chicken Source and Credit: Citadel "Future of Global Markets 2025""
X Link @MikeLongTerm 2025-10-15T23:21Z 16.2K followers, 15.6K engagements
"$grab $pltr $amd $tsla $hims $xyz 13f season gonna be super interesting. I'm way too excited and we are more than a month a way. I'm so hyped to see what "smart money" buy/sell"
X Link @MikeLongTerm 2025-10-06T18:05Z 16.1K followers, 2791 engagements
"@kinginvestings Bad take: by XX contributing $300-$1000 a month can help folks retire in 10-15 years. That is still significantly earlier than 65-67 retirement age"
X Link @MikeLongTerm 2025-10-15T17:19Z 16.1K followers, XXX engagements
"$GRAB & @BYDCompany 🔥🔥🔥 Grab Malaysia offers rebates of up to RM25000 on BYD electric vehicles Grab driver and deliver-partners can now enjoy a rebate of up to RM25000 on BYD electric vehicles. The new initiative is part of the partnership between Grab Malaysia and BYD Sime Motors which started with the launch of the Grab EV service at Kuala Lumpur International Airport earlier this year. With this announcement it appears that Grab Malaysia is finally ready to integrate EVs into its offerings. While there are already a small number of Grab drivers that use EVs the company does not"
X Link @MikeLongTerm 2025-10-08T09:49Z 16.1K followers, 3109 engagements
"$HIMS Key word "Scheduled""
X Link @MikeLongTerm 2025-10-17T16:45Z 16.2K followers, 7848 engagements
"$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 16.2K followers, 82K 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 $MSFT Saudi UAE and"
X Link @MikeLongTerm 2025-10-17T11:11Z 16.2K followers, 18.8K engagements
"$BMNR Tom Lee is BULLISH On CNBC 🔥🔥🔥 $QQQ $SPY $DIA $IWM $IWO Tom Lee historically been bullish XXX days out of XXX days $NVDA has much lower PE than $WMT and $COST. Similar to the Legend Peter Lynch(30% average return) interview on @TheCompoundNews abt @Costco PE = No AI Bubble Institutions will allocate more funds into the market. The most hated V Shape recovery. Retail investors been going all in from all Dips $PLTR $NVDA $APP"
X Link @MikeLongTerm 2025-10-09T19:27Z 16.2K followers, 178.3K engagements
"$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 16.2K followers, 93.2K engagements
"@jollyjim55 @AMD It is not giveaway. It is performance based. stop spreading misinformation. $XXX a share is a win win. And 6GW is $120-$150B total. That is still years of revenue and eps growth for $AMD shareholders"
X Link @MikeLongTerm 2025-10-14T13:53Z 16.1K followers, XXX engagements
"$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 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 $GRAB information/catalysts from brokers I called X brokers and they all claimed "we got updates through 3rd party". They never gave me the name of the 3rd party. Otherwise u will see me posting abt this fraud. Shouldn't we have some kind of criminal investigation on these short sellers and 3rd party This is literally fraud I dont have a problem of funds shorting and losing money. But I do have problem"
X Link @MikeLongTerm 2025-10-09T18:10Z 16.2K followers, 6496 engagements
"$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 ( $NVDA). Open Rack Wide (ORW) Specification: On October XX 2025 at the Open Compute Project (OCP) Global Summit in San Jose Meta contributed the ORW standard to OCP. ORW is a wider rack form factor (designed for 1.2m-wide chassis) optimized for high-density AI workloads supporting liquid cooling modular compute nodes and interoperability"
X Link @MikeLongTerm 2025-10-17T15:03Z 16.2K followers, 11.5K engagements
"BREAKING Casino Baccarat is renamed to "Prediction markets" Not Financial Advice"
X Link @MikeLongTerm 2025-10-09T14:14Z 16.2K followers, 2250 engagements
"$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 16.1K followers, 44.6K engagements
"BREAKING $GRAB @AnthonyPY_Tan Newest 🎙 "Anthony Tan on Reinventing a Business WSJ Leadership Institute" AI Drone Autonomous Vehicle @OpenAI ChatGpt. Bringing the best techonology to SEA to uplift as many people as possible out of poverty. He said he can't share Q3 Result yet but hinted growing very STRONGLY. Anthony said certain market( he said he doesnt want to name it) that GRAB business model proves anti-recession(It is Thailand market). Thailand is still recovering from Covid as tourism is a major part of Thai Economy. Former CEO of Amway Milind Pant X questions X. Additional services on"
X Link @MikeLongTerm 2025-10-03T17:00Z 16.1K followers, 89.8K engagements
"BREAKING $GRAB 14th day Manipulation spotted🔥 Short sellers are still paying 3rd party to hide all $GRAB partnerships/deals/catalysts. XX days out of XX trading days are manipulated. IMPRESSIVE conviction on a company with $7.6B cash Profitable FCF+ with little debt and locked in XX% growth minimum from Q4 2025. No @OpenAI direct partnership for GrabGPT on Grab SuperApp. Not @Alipay with 1.7B users partnership. This is NOT going to end well Not Financial Advice"
X Link @MikeLongTerm 2025-10-08T15:37Z 16.1K followers, 8314 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 16.2K followers, 178.4K engagements
"@JulianWatrin Yes. the order vol book showed algo trading pressure unaligned with $iwm $iwo and also human cannt trade that fast in mill-sec"
X Link @MikeLongTerm 2025-10-09T14:22Z 16.1K followers, XXX engagements
"$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 $1B revenue by Q4 2025. I could be wrong but recent data are pointing a strong Q4 tourism surge and accelerated growth for GRAB. While short sellers are doubling down Grab's fundamental is improving sharply vs 2023-2024. Grab Holding Southeast Asia's leading AI SuperApp for ride-hailing delivery Fin-Tech Tourism has fully launched Dine-Out feature recently."
X Link @MikeLongTerm 2025-10-17T16:41Z 16.2K followers, 18.5K engagements
"$AMD sell-off makes 'absolutely no sense' By Patrick Moorhead"
X Link @MikeLongTerm 2025-10-11T00:30Z 16.2K followers, 19.2K engagements
"$GRAB Map (B2B) Discussion 🧵 TLDR: If you don't read until the end you will miss the juicy part GrabMap(B2B) is a big deal long term Grab Maps is Free to use for Drivers/Users in the SuperApp is the in-house mapping and location intelligence platform developed by Grab Holdings Limited the Southeast Asian super-app offering ride-hailing deliveries financial services and more. Launched as an enterprise service in 2022 GrabMaps leverages hyperlocal data collected from Grab's vast network of drivers riders and delivery partners to provide accurate real-time mapping tailored to the unique"
X Link @MikeLongTerm 2025-10-05T13:43Z 16.1K followers, 43.5K engagements
"$AMD & Top @BankofAmerica Analyst 🔥🔥🔥 Bank of Americas Vivek Arya bumped the target to $XXX from $XXX estimating the deal could be worth over $XXX billion. He believes that the OpenAI deal adds to other major agreements AMD made earlier this year with Middle Eastern governments or sovereign entities. Complementary Middle Eastern agreements In May 2025 AMD secured a multi-year $XX billion partnership with HUMAIN a new artificial intelligence enterprise backed by Saudi Arabia's sovereign wealth fund. Joint investment: Under the agreement AMD and HUMAIN will jointly invest up to $XX billion"
X Link @MikeLongTerm 2025-10-07T12:02Z 16.1K followers, 36.3K engagements
"$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 16.2K followers, 23.5K engagements
"BREAKING $AMD PT upgraded to $XXX Buy Rating Arete Adjusts PT on @AMD to $XXX from $XXX Maintain Buy Rating Who is ready for big $META and $MSFT deal"
X Link @MikeLongTerm 2025-10-14T10:17Z 16.1K followers, 18.5K engagements
"$WING and $BROS are so undervalued for its potential. Not Financial Advice"
X Link @MikeLongTerm 2025-10-03T14:19Z 16.1K followers, 3742 engagements
"$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 16.2K followers, 10.4K 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 $AMZN Saudi UAE and XX other countries all"
X Link @MikeLongTerm 2025-10-10T13:58Z 16.1K followers, 12.6K engagements
"$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 16.1K followers, 17.4K engagements
"$HIMS short sellers ok Would u like me to call an ambulance"
X Link @MikeLongTerm 2025-10-07T18:29Z 16.1K followers, 17.3K engagements
"BREAKING $GRAB Tourism Update 🔥🔥🔥 My source is telling me GRAB tourism is extremly busy meaning it is doing well despite it was launched very recently. My guess is @Alipay with 1.7B users and partnerships with X countries' tourism departments really help More airport rides/foods delivery/dine-out. Driven by strong regional tourism recovery and the company's dominant market position. This growth is expected to continue into the holiday season with the company's additional services reflecting this positive trend through revenue growth and increased profitability. September updates highlight"
X Link @MikeLongTerm 2025-10-11T01:47Z 16.1K followers, 8969 engagements
"$AMD CTO Mark More Helios Rack Update 🔥🔥 Open Standards for AI Scale: How AMD and OCP are Shaping the Next Era of AI Infrastructure Thank you to Open Compute Project (OCP) for the opportunity to share a keynote at the 2025 Global Summit on Monday. I was thrilled to see an audience of nearly 7000 people sharing a passion for an open compute ecosystem (more than 10300 are attending OCP 2025). Let me share a few points from my presentation. AI is driving the most profound transformation in computing history. In just three years weve seen AI models evolve from experimental prototypes to driving"
X Link @MikeLongTerm 2025-10-15T20:07Z 16.2K followers, 8084 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 16.1K followers, 9750 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 16.2K followers, 24.3K engagements
"Where do these kids get the idea they can time the market Do you see me buying assets when it is hyped Like you didnt' like $AMD at $XX - $XX now u like it more at $XXX Would u like to buy it more at $XXX than $XXX This is like trying to argue whether $PLTR at $XXXX or $X was a better entry. Who care. Spend more time to do DD then park money. I'm doing that now on $GRAB. 5-10 years from now u won't care what entry I forgot all my entry. I ony care at how many shares I got. Oh I just save $ you from buying a DCA course Btw. You are welcome Not Financial Advice"
X Link @MikeLongTerm 2025-10-16T17:26Z 16.2K followers, 3992 engagements
"@Tsla1T because wall street is sexist"
X Link @MikeLongTerm 2025-10-18T11:44Z 16.2K followers, XX 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 16.2K followers, 39.2K 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 16.1K followers, 15.1K 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 16.1K followers, 6158 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 16.1K followers, 11.2K engagements
"BREAKING @federalreserve Chair Jerome Powell 🎙 $QQQ $SPY $DIA $IWM $IWO Jpow said the FED may stop Balance sheet runoff"
X Link @MikeLongTerm 2025-10-14T17:17Z 16.1K followers, 3054 engagements
"$COST is the best AI company "Sarcasm inserted""
X Link @MikeLongTerm 2025-10-08T20:36Z 16.2K followers, 4671 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 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 $ORCL I have been in the market long enough to recognize this kind of BS. Hence my posts are getting reported. Now Bears are betting on full blown trade-war. Of course this would hurt GRAB or any business in SEA or US businesses. But that is very unlikely. But now"
X Link @MikeLongTerm 2025-10-16T21:42Z 16.2K followers, 73.4K engagements
"$PLTR $AMD $TSLA $XYZ $GRAB $HIMS $AMZN $GOOGL $COST $WING $BROS $TSM. The key to find high quality businesses is to spend 500-1000 hours trying to learn about the business. For some it can be just XXX hours for most will be 1000+ hours. I love high quality business with pristine balance sheet. Most of them in the early stage are misunderstood That is a good place to start. But are you willing to outwork lazy wall street analysts Peter Lynch may not be a Tech Investor but his investing philosophy shaped my way of finding high quality businesses. I don't judge on share price I see ownership"
X Link @MikeLongTerm 2025-10-17T17:47Z 16.2K followers, 4932 engagements
"$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 16.2K followers, 92.8K engagements
"$GRAB I appreciated you Bears🔥🔥🔥 Keep selling me cheap shares🤌 Absolutely NOT Financial Advice"
X Link @MikeLongTerm 2025-10-14T13:40Z 16.2K followers, 22.8K engagements
"$GRAB I appreciate you Bears. Small order Absolutely Not Financial Advice"
X Link @MikeLongTerm 2025-10-09T17:07Z 16.1K followers, 6270 engagements
"BREAKING $GRAB 12th days Manipulation Short sellers so far manipulated $GRAB price action XX days out of XX trading days since the breakout. Particularly this morning right after the bell. This is getting stupid. They failed to convince a bear case mostly fake new. We will hit $1B revenue quarter by Q4 2025( very likely). That will push growth to XX% YoY. Re-rating will come whether bears like it or not. You have been warned short sellers. This will not end well. Don't be like $PLTR short sellers booked bigger losses than $TSLA short sellers. 😏 Not Financial Advice"
X Link @MikeLongTerm 2025-10-06T13:39Z 16.1K followers, 45.1K engagements
"$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 $TSM executed on its expansion strategy successfully. Dr. @LisaSu has full confidence in TSMC in 2026 and I been covering AMD for years She always been conservative and humble when it came to her guidance/projection. I trust Dr. Su and AMD team on this one. In early 2025 until now most projection and analysts were concluding that @AMD would only get 200k of AI"
X Link @MikeLongTerm 2025-10-12T22:26Z 16.2K followers, 80.4K engagements
"$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 16.1K followers, 7729 engagements
"@RealMattMoney i hope $BROS go down more so I can double my position"
X Link @MikeLongTerm 2025-10-11T14:52Z 16.1K followers, XXX engagements
"So many $HIMS claimed to be bulls exited their entire positions. And I checked the stock it was up 4.23%. I mean can you bears and short sellers bring it down to $XX or lower I have some cash to deploy. Work harder short sellers"
X Link @MikeLongTerm 2025-10-06T22:37Z 16.1K followers, 9997 engagements
"Averaging up is the way. Folks shouldn't try to time the market. $GRAB long term shareholders are in good hand. The perfect route is running up to $X into Q3 ER then Q4 2025 with $1B revenue that will change everything. Re-rating break to $XX fair valuation. Companies that are growing above XX% or closer to XX% get a premium. When Wall Street accepts GRAB is an AI SuperApp business P/S will be much higher"
X Link @MikeLongTerm 2025-10-06T22:31Z 16.1K followers, 14K 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 16.1K followers, 96.8K 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 $META to purchase 250-300k units for H2 2025. Yes Meta is AMD largest AI Accelerator customer. The AMD-Meta partnership has matured into a strategic alliance rooted in a shared commitment to open standards and scalable AI infrastructure. This came out after one day confirmed @AMD and @Meta introduced"
X Link @MikeLongTerm 2025-10-15T21:49Z 16.2K followers, 49.9K engagements
"$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 16.1K followers, 24.8K engagements
"@lunchizforwimps @amitisinvesting XX yr from now if at XX% average growth constant $GRAB would be at $400-$500B MC"
X Link @MikeLongTerm 2025-10-07T00:07Z 16.1K followers, XXX engagements
"$GRAB CAO and CLO John Pierantoni was named Chief Accounting Officer (CAO) and Liam Barker was appointed Chief Legal Officer (CLO). This move aims to enhance execution in fintech delivery and mobility segments as the company targets accelerated EBITDA growth. Pierantoni has been with Grab since December 2021 as Global Corporate Controller and Barker has been with the company since 2017 recently serving as Acting Group General Counsel"
X Link @MikeLongTerm 2025-10-16T11:26Z 16.2K followers, 3933 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 16.1K followers, 26.2K engagements
"@StockStormX that is why $grab is going aggressive on promoting it"
X Link @MikeLongTerm 2025-10-14T22:07Z 16.1K followers, XXX engagements
"Fun fact: $GRAB can grow X digits in revenue if @AnthonyPY_Tan is allowed with that $7.6B Cash pile. But that will make EPS volatile and more short sellers attack. Hence he is sticking with Profitable growth. Do you prefer your long term to be "growth at all cost" or "profitable growth I like profitable growth baseline at XX% and if outperform to XX% or higher I will take it. I'm conservative to all my long term projection and $AMD $TSLA $PLTR $HIMS all outperformed my projection. That is how most investors should be. Keep projection conservative but must be more accurate than analysts. 14%"
X Link @MikeLongTerm 2025-10-07T11:38Z 16.1K followers, 21.7K engagements
"$AMD @OpenAI $XXX PT Upgrade from Wolfe 🔥 WOLFE sees $XXX @AMD Stock on OPENAI DEAL Wolfe Research upgraded AMD to Outperform with a $XXX target citing strong upside from its OpenAI partnership and rising server demand. Wolfe projects $XX B in AI revenue and $10+ EPS by 2027 driven by MI450 chip sales starting in late 2026. Server CPU forecasts were raised and analysts see further growth from Helios and UALink platforms"
X Link @MikeLongTerm 2025-10-14T14:31Z 16.1K followers, 8950 engagements
"Should I write $GRAB roadmap 🧵to $500B Market Cap I don't want to cause FOMO to allow time for long term and high conviction shareholders to enter or add. The roadmap is almost clearer and more confirmed today than 5-7 months ago. Yes it will e available at Free.99"
X Link @MikeLongTerm 2025-10-12T19:04Z 16.1K followers, 6136 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, 2578 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-$400m unrealized loss🚨🚨🚨 Betting against GRAB Paid 3rd party to hide catalysts/partnerships"
X Link @MikeLongTerm 2025-10-09T16:39Z 16.2K followers, 33.5K engagements
"$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 $GRAB"
X Link @MikeLongTerm 2025-09-17T02:28Z 16.2K followers, 95.7K engagements
"@OpenAI @Meta"
X Link @MikeLongTerm 2025-10-15T01:22Z 16.1K followers, 1980 engagements
"$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$5.40 as the brokerage takes on a more positive outlook on the companys financial services segment. The way CGS International analyst Jacquelyn Yow sees"
X Link @MikeLongTerm 2025-10-07T19:20Z 16.1K followers, 21.1K engagements
"$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 $GRAB or abnormal order book in the last X hours. Called it Like I said they are not going to leave this ticker for a while. So be ready for consolidation price action. Short Interest is likely to break above 200m shares in the next data point. Alright that is it. Not Financial Advice"
X Link @MikeLongTerm 2025-10-15T19:32Z 16.2K followers, 69.1K engagements
"$NVDA CEO on $AMD @OpenAI 6GW Deal🔥🔥 OpenAI President @gdb said: OpenAi been investing in AMD software (Current ROCm 7) for a long time. ROCm X with MI450 is expected to be on par with CUDA in 2026. Greg said OpenAI is getting really good performance out of ROCm X enabled through long time partnership. Excited about MI450 with great hardware innovation(pointing to the "secret weapon" (patented) new design"
X Link @MikeLongTerm 2025-10-12T16:03Z 16.2K followers, 60.3K engagements
"$GRAB is up around XX% since September 2025 So Manipulated XX days out of XX trading days paid 3rd party brokers to hide partnerships are not working very well for them"
X Link @MikeLongTerm 2025-10-08T11:55Z 16.1K followers, 2477 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 16.1K followers, 43.3K 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-$100B revenue FY2026 all excluded these countries potential AI revenue. Saudi or UAE can contribute 10GW of AI infrastructure in 5-10 years. 2026 will change everything due to adoption on AMD "secret weapon" breakthrough on MI450 EPYC processors APU. Today development @AMD and UAE e& UAE Partners with AMD to Build Next-Generation AI Infrastructure for a Sustainable Digital Future The agreement will see the companies explore the use"
X Link @MikeLongTerm 2025-10-16T15:29Z 16.2K followers, 9275 engagements
"$BMNR Tom Lee and @SP500_Index 🔥🔥🔥 $QQQ $SPY $DIA $IWM $IWO Tom Lee said Q4 investors are skeptical so more room to run. He thinks Financial or FinTech have tailwind into rate cuts. That Financial may get tech valuation. Source: CNBC"
X Link @MikeLongTerm 2025-10-06T10:04Z 16.2K followers, 109.6K 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 16.2K followers, 133.4K 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 16.1K followers, 5363 engagements
"Can we close the stock market next week $QQQ $SPY $DIA"
X Link @MikeLongTerm 2025-10-10T20:54Z 16.1K followers, 4345 engagements
"BREAKING $GRAB 13th days Manipulation 🔥 These idiots cannot stop. XX days out of XX trading days. 🫣 This is why GRAB is going to trade at a much higher price because of the buying pressure when they have to cover later. I would imagine their boss: "WTF are you doing shorting $7.6B Cash profitable FCF+ with little debt company" "We thought it was a Chinese App" "Did you google it It is based in Singapore you idiots" "No" "F**K you are all fired gtfo of this building""
X Link @MikeLongTerm 2025-10-07T13:56Z 16.1K followers, 33.6K 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 16.1K followers, 33.7K engagements
"BREAKING $AMD @OpenAI announced MASSIVE Computing Deal 🔥🔥🔥🔥 Dr. @LisaSu is printing 💸with @sama OpenAI and chip-designer Advanced Micro Devices announced a multibillion-dollar partnership to collaborate on AI data centers that will run on AMDprocessors one of the most direct challenges yet to industry leader Nvidia. Under the terms of the deal OpenAIcommitted to purchasing X gigawatts worth of AMD's chips starting with the MI450 chip next year. The ChatGPT maker will buy the chips either directly or through its cloud computing partners. AMDchief Lisa Su said in an interview Sunday that"
X Link @MikeLongTerm 2025-10-06T10:53Z 16.2K followers, 11.6K engagements
"What is $AMD @AMD valuation if hit $70B-$100B revenue by FY 2026"
X Link @MikeLongTerm 2025-10-14T16:49Z 16.2K followers, 2535 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 16.1K followers, 1919 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, 5673 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 $XXX billion it has already committed to investing in America according to company"
X Link @MikeLongTerm 2025-10-16T10:02Z 16.2K followers, 41.8K engagements
"$AMD 🤝Saudi AramcoFrance$5 Trillion MC🧵 As part of AMD's aggressive 2025 strategy to expand its AI footprint beyond hyperscalers into industrial sovereign and edge applications the partnerships with Saudi Aramco (February) G42 (February) and XMPro (July) represent targeted moves to diversify revenue streams and validate AMD's Instinct GPUs and Ryzen AI processors in non-traditional AI markets. These deals should be as big or bigger than @OpenAI multibillion-dollar commitment collectively underscore AMD's pivot toward "AI everywhere"from energy sector optimization to European sovereignty and"
X Link @MikeLongTerm 2025-10-18T02:14Z 16.2K followers, 8412 engagements
"$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
"$GRAB & my relentless effort to get @AnthonyPY_Tan back to @X 👌 I have been spamming IR with suggestions and how management should be active on @X. I also been suggesting new X features/services: GrabChat GrabReview GrabPod(will link that thread below) to IR to x10 MTUs. I recently been tracking Anthony on @LinkedIn and my comment is getting view. I will not stop until the day I see that fresh tweet from Anthony. Yes I'm that passionate. My reach on X is limited. Misinformation is paid to show up on Google search daily. I'm no stranger to call them out daily. I don't need Anthony or"
X Link @MikeLongTerm 2025-10-08T18:24Z 16.1K followers, 4988 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 16.2K followers, 8125 engagements
"Can $Grab hold $6"
X Link @MikeLongTerm 2025-10-10T18:30Z 16.1K followers, 10.9K engagements
"BREAKING @PalantirTech & OneMedNet 🔥🔥🔥 DENVER & MINNEAPOLIS--(BUSINESS WIRE)-- OneMedNet Corporation (Nasdaq: $ONMD) has selected Palantir Technologies (Nasdaq: $PLTR) to transform the healthcare AI and Real-World Data (RWD) analytics marketplace. Palantirs Artificial Intelligence Platform will provide the infrastructure for OneMedNets iRWD near real-time AI powered provider network (network) enabling OneMedNet to empower life sciences medical device and research organizations with anonymized regulatory-grade clinical data and advanced analytics to accelerate the development of"
X Link @MikeLongTerm 2025-10-06T12:10Z 16.1K followers, 3508 engagements
"I provide higher quality analyses than most course sellers out there so you don't have to buy them. I may not talk about too many stocks strictly the stocks I own $PLTR $AMD $TSLA $XYZ $GRAB $HIMS $AMZN $META $GOOGL $WINGS $BROS $NVDA . I find it already difficult to concentrate on 4-5 companies daily/weekly updates. An average investors should have less than XX high quality stocks. Following and Understanding are X different things. I'm at 22k posts If I write everything I know abt the companies I own it would be 300k+ posts. There are so much to learn and talk about. It is not luck that"
X Link @MikeLongTerm 2025-10-14T13:19Z 16.1K followers, 6528 engagements
"$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 $GRAB. Alright that is it. Not Financial Advice"
X Link @MikeLongTerm 2025-10-13T14:27Z 16.1K followers, 19K engagements
"Retail investors went from Flexing Gain to Flexing Loss. Boomers are so jealous to be like us"
X Link @MikeLongTerm 2025-10-12T01:02Z 16.2K followers, 2627 engagements
"$AMD & @SpaceX Partnership 🧵 @LisaSu + @elonmusk I should have included these timelines below to explain why I think the "chip maker" could be $AMD. AMD (Advanced Micro Devices) and SpaceX have established a significant technical collaboration centered on the integration of AMD's advanced semiconductor technology into SpaceX's satellite infrastructure particularly the Starlink constellation. This partnership was publicly disclosed in AMD's Q3 2024 earnings presentation where CEO @LisaSu highlighted SpaceX as a key customer for their Versal AI Core adaptive System-on-Chips (SoCs) X. 20182020:"
X Link @MikeLongTerm 2025-09-16T17:33Z 16.1K followers, 34.3K 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 16.1K followers, 2577 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 16.2K followers, 50.3K engagements
"@itscoltongroves @awscloud @AMD They been working together since 2018. The breakthrough on AI EPYC 2026 gen will allow cheaper AI infrastructure solution for inference/training. $AMZN $ORCL $GOOGL $META are going to buy this breakthrough 2nm chips in 2026"
X Link @MikeLongTerm 2025-10-15T18:27Z 16.1K followers, XXX 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 16.2K followers, 3400 engagements
"@amitisinvesting 💀when we thought Quantum bubble is already wild then we got $MEME"
X Link @MikeLongTerm 2025-10-08T15:46Z 16.1K followers, 5362 engagements
"$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 16.2K followers, 15K engagements
"@federalreserve Forgot to add that would be very bullish for small-medium cap and Fin-Tech stocks that been underperforming to the Top Ai stocks. $IWM $IWO"
X Link @MikeLongTerm 2025-10-10T16:13Z 16.1K followers, 1339 engagements
"$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 $34.5B in FY 2025 Key revenue contribution: A. MI350 series continue to ramp as expected in H1"
X Link @MikeLongTerm 2025-10-14T11:55Z 16.2K followers, 72.5K engagements
"$BMNR Tom Lee gonna save the 🩸day $QQQ -XXXX% $SPY -XXXX% $DIA -XXXX% $IWM -XXXX% $IWO -XXXX% Tom Lee said this is "Buy the Dip""
X Link @MikeLongTerm 2025-10-10T18:44Z 16.2K followers, 162K engagements
"$GRAB Bulls rejected short sellers 12th time. We already knew about $AMD and @OpenAI deal today. Yes I'm a very happy @AMD shareholder today not because of the price action but because my DDs have been correct on AMD potential. If you looked around top 5-10 US brokers. None showed Grab SuperApp and @OpenAI partnership. Or any companies that partnered with OpenAI experienced at least 20-3 digits gain in stock price appreciation in the last 6-12 months. I contacted X brokers they all blamed 3rd party and they can't explain to me why they can't update the catalyst themselves. It is 2025 and"
X Link @MikeLongTerm 2025-10-06T20:35Z 16.1K followers, 8788 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 $310"
X Link @MikeLongTerm 2025-10-15T11:47Z 16.2K followers, 25.1K engagements
"$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 16.1K followers, 3796 engagements
"GROQ CEO Jonathan Ross(Google TPU father) Interview After I learnt about Johnathan meeting $GRAB CPO at Singapore HQ I want to learn more about this founder Full youtube link at the bottom Will be interesting to see what kind of partnership they form later. "Groq Founder Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN" - Summary: The segment opens with an introduction to Jonathan Ross highlighting his role at Groq and background in developing Google's Tensor Processing Unit (TPU). It transitions into analyzing the current AI market landscape questioning"
X Link @MikeLongTerm 2025-10-05T21:42Z 16.1K followers, 4755 engagements
"$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 $ORCL) The capital intensity and scale are massive We are still so early in AI Cycle OpenAi said we are not that far from x10 revenue 👀 Dr. @LisaSu addressing China Chip Issue AMD is ready to"
X Link @MikeLongTerm 2025-10-06T14:03Z 16.2K followers, 121.1K engagements
"$QQQ $SPY $AMD $NVDA $TSM Boomers want AI stocks to crash(-90%) like $AMZN in Dot Com so they can buy in cheap to ride it. You just need to look them deep in the eyes to understand the motivation. With that said DCA is still going to be the best strategy than timing the market. Time in the market beats Timing the market. Not Financial Advice"
X Link @MikeLongTerm 2025-10-15T14:52Z 16.1K followers, 2731 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
"@EndicottInvests I think I called $HIMS $XXX by year end. We are not that far"
X Link @MikeLongTerm 2025-10-15T22:35Z 16.2K followers, XXX engagements
"@Unravel_2000 yea and those hosts will be using $GRAB services too. Just like Merchants/Drivers are also loyal Grab users"
X Link @MikeLongTerm 2025-10-15T22:29Z 16.1K followers, XXX 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-$850m so plenty of upside if guided higher. Weak hand institutions/retail investors = Conviction is"
X Link @MikeLongTerm 2025-10-09T21:56Z 16.2K followers, 30.6K engagements
"$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 16.1K followers, 29.4K 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 16.2K followers, 7067 engagements
"My portfolio is so happy now $AMD $TSLA $PLTR I can't complain. Not Financial Advice"
X Link @MikeLongTerm 2025-10-15T14:40Z 16.1K followers, 3194 engagements
"@LisaSu @AMD"
X Link @MikeLongTerm 2025-10-14T22:26Z 16.1K followers, 2397 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 16.1K followers, 45.6K engagements
"BREAKING $AMD Dr. @LisaSu at UBS 12/03/2025 SANTA CLARA Calif. Oct. XX 2025 (GLOBE NEWSWIRE) -- @AMD (NASDAQ: AMD) announced today that company executives will participate in the following events for the financial community: Dr. Lisa Su chair and chief executive officer will present at UBSs 2025 Global Technology and AI Conference on Wednesday Dec. X 2025. Jean Hu executive vice president chief financial officer and treasurer will present at Barclays 2025 Global Technology Conference on Wednesday Dec. XX 2025"
X Link @MikeLongTerm 2025-10-16T12:59Z 16.2K followers, 3909 engagements
"$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 16.2K followers, 120.5K 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
"Me When $AMD announces a Data center deal with $META"
X Link @MikeLongTerm 2025-10-16T00:52Z 16.2K followers, 16.6K engagements
"BREAKING $GRAB & Malaysia PM Anwar 🔥🔥 Prime Minister Datuk Seri Anwar Ibrahim said $GRAB AI SuperApp is critical to create/maintain high-income jobs. Context: Avarege Malaysian workers income is $300-$600/m. Grab drivers (10-12 hours/day) earn $1300-$2000/month in urban areas with bonuses or $1000-$1500/m in other cities. Meaning Grab drivers earn 3-5 more times than the average workers salary. PM Anwar to give additional fuel subsidy eligibility to Grab drivers to increase earning even more. @AnthonyPY_Tan said "Proud to play our part in hashtag#Malaysias journeyusing technology and"
X Link @MikeLongTerm 2025-10-06T16:44Z 16.1K followers, 30.8K 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 $TSLA. oh and best of luck shorting @PalantirTech @CitronResearch 🤣 First of all How I'm wrong when I'm up and I been talking about AMD for years and Grab Since Feb and finished my core position on April/May selloff Private portfolio is up✅ Public portfolio is up ✅ All my posts are public and free to search. I"
X Link @MikeLongTerm 2025-10-08T17:10Z 16.1K followers, 48.8K engagements
"$PLTR 2025 thesis is going "raw""
X Link @MikeLongTerm 2025-10-15T01:02Z 16.2K followers, 6518 engagements
"$AMD $NVDA $TSM Oh boy this is going to be as good as the $PLTR call 🤣"
X Link @MikeLongTerm 2025-10-12T14:44Z 16.2K followers, 44.7K engagements
"$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 16.2K followers, 193.2K engagements
"BREAKING $AMD & @BankofAmerica $XXX PT 🔥🔥 Advanced Micro Devices @AMD the Technology sector company was revisited by a Wall Street analyst yesterday. Analyst Vivek Arya from Bank of America Securities reiterated a Buy rating on the stock and has a $XXXXXX price target. Vivek Arya has given his Buy rating due to a combination of factors related to the competitive landscape and strategic positioning of Advanced Micro Devices (AMD). Arya notes that the collaboration between Intel (INTC) and NVIDIA (NVDA) may not have immediate negative implications for AMD as the partnership could take years"
X Link @MikeLongTerm 2025-09-19T10:28Z 16.1K followers, 22.5K 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 16.1K followers, 15.5K engagements
"@BacklashPics @AMD Correct Demand is still 10-12 to X Supply. even $AMD at XX% market share $NVDA will still do very well. Just mostly shareholders hating on each other. Dr. @LisaSu has great relationship with Jensen and they are cousin"
X Link @MikeLongTerm 2025-10-14T14:46Z 16.1K followers, XXX engagements
"@thexcapitalist @cashflowyield "Smart money keeps buying $UNH"= False"
X Link @MikeLongTerm 2025-10-16T12:33Z 16.2K followers, 2238 engagements
"BREAKING @PalantirTech Banco Bilbao Vizcaya Argentaria($10B Fund from Spain) increased $PLTR position to 432582 shares"
X Link @MikeLongTerm 2025-05-17T15:13Z 16.1K followers, 11.4K engagements
"What is $AMD Market Cap if hit $80B-$100B revenue by end of 2026"
X Link @MikeLongTerm 2025-10-07T09:33Z 16.1K followers, 8510 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 16.2K followers, 313K engagements
"Just in $GRAB & Fiduciary Alliance 13f filing-Fiduciary Alliance($2B Fund) started a brandnew position on $GRAB with 328008 shares. This fund also bought calls"
X Link @MikeLongTerm 2025-10-08T19:29Z 16.1K followers, 13.6K engagements
"$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% $GRAB SuperApp in SEA HQ based in Singapore(Yea i wrote this so u can't call it a chinese company) is up XX% YTD. Source:"
X Link @MikeLongTerm 2025-09-18T22:40Z 16.1K followers, 43.8K engagements
"$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 16.2K followers, 6005 engagements
"Seeing rising interest in shorting $HIMS from retail investors. If you want to lose money go for it. Oh also feel free to short my other long term too if you want to. I need more buying pressure long term. $PLTR $AMD $TSLA $GRAB I love it Not Financial Advice"
X Link @MikeLongTerm 2025-10-16T15:22Z 16.2K followers, 4161 engagements
"$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. $BMNR is up XXXXXX% YTD Don't own any copy right just for entertainment/information purpose"
X Link @MikeLongTerm 2025-08-08T19:26Z 16.2K followers, 280.8K engagements
"$GRAB Short sellers DECLARED ALL OUT WAR"
X Link @MikeLongTerm 2025-10-09T21:59Z 16.1K followers, 1606 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 16.2K followers, 58.8K engagements
"Terms are not agreed yet. Market will speculate AKA Volatility $QQQ $SPY $DIA $IWM $IWO"
X Link @MikeLongTerm 2025-10-13T11:11Z 16.1K followers, 2956 engagements
"$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 16.1K followers, 4677 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 $10B deal and includes plans for joint AI labs training programs and energy-efficient deployments"
X Link @MikeLongTerm 2025-10-16T19:27Z 16.2K followers, 30.3K engagements
"You know you own high-quality business when Stock is down 10-20%. You were happy to add more then go to bed happy"
X Link @MikeLongTerm 2025-10-16T03:20Z 16.2K followers, 2066 engagements
"$AMD $NVDA 🧵 Fun fact: Dr. @LisaSu and Jensen Huang are first cousins. I have seen way too many comment/thread $NVDA shareholders attacking $AMD shareholders nonstop. You seem to be emotional. Dr. @LisaSu and Jensen Huang consistently praising each other on TV and offline. They never trashtalked ea other. For example: in 2025 different interview Dr. Su described NVDIA as "Jensen is brilliant so I fully admire him for that" or "formidable competitor" and highlighted collaboration in the future in AI. She wants to complementing the ecosystem rather than direct confrontation. And competition is"
X Link @MikeLongTerm 2025-10-13T19:08Z 16.2K followers, 33.4K engagements
"$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 $1Tril) driven by insatiable demand for training and inference compute in large language models (LLMs) recommendation systems and autonomous"
X Link @MikeLongTerm 2025-10-06T19:44Z 16.2K followers, 603.1K engagements
"$QQQ $SPY $DIA $IWM $IWO 10y yield finally broke below X% This is very good. Longer end bond yield has to decline naturally for the @federalreserve to cut rates quicker. Very bullish for 2026-2027"
X Link @MikeLongTerm 2025-10-16T18:39Z 16.2K followers, 3621 engagements
"$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 16.1K followers, 4895 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 16.1K followers, 16.4K engagements
"People have been telling me i'm wrong on $AMD $PLTR $TSLA $XYZ for YEARS Then they told me $HIMS was just a viagra seller. Then this year they are telling me $GRAB is just a chinese company then I will be losing money badly.(No it is not a chinese company HQ and based in Singapore it is a SuperApp in SEA) This is so good. Especially I decided to XXX% $GRAB on a small public portfolio with $500-$1000 a month. No this public portfolio is not meant to be XXX% one company it is bcause $GRAB is extremely undervalued right now for its potential I plan to have this public portfolio to have under 10"
X Link @MikeLongTerm 2025-10-14T16:43Z 16.2K followers, 13.1K 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 16.1K followers, 5130 engagements
"BREAKING @blocks $XYZ & Price T Rowe Associates Price T Rowe Associates($1.7Trillion Fund) increased $XYZ position massively by XXXXX% or 20396389 shares and brought it total holding to 47318323 shares from 13f 👀"
X Link @MikeLongTerm 2025-08-15T16:07Z 16.1K followers, 6011 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 16.1K followers, 7856 engagements
"BREAKING $GRAB $GOTO Founder Update 🔥🔥 TLDR: Nadiem claimed no evidences. While AGO with XXX% success rate concluded "criminal intend is clear". AGO is planning to move the case quickly so they can recover the loss(Implying some kind of confiscation) This will only mean 90-95% market share for Grab SuperApp in Indonesia. Background of the Case: Nadiem Makarim the former Minister of Education Culture Research and Technology was named a suspect on September X 2025 by the Attorney General's Office (AGO) in a corruption scandal related to the procurement of Chromebook laptops. This stemmed from"
X Link @MikeLongTerm 2025-10-06T17:48Z 16.1K followers, 19.6K engagements
"$AMD is just getting started. $AMZN is going to be a major part of @AMD Revenue on MI450 and future Gen Rack AMD EPYC Venice(2026 secret weapon) @ajassy 🤝 Dr. @LisaSu"
X Link @MikeLongTerm 2025-10-17T02:45Z 16.2K followers, 17.7K engagements
"$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 16.1K followers, 4910 engagements
"BREAKING $TSLA 13f filing-Brighton Jones($4B Fund) increase @Tesla position by XXXXX% or XXXXXX shares to a total holding of XXXXXXX shares"
X Link @MikeLongTerm 2025-10-14T21:57Z 16.1K followers, 2624 engagements
"@Couch_Investor $AMD EPYC 2026 gen will rocket this ship again. Unfortunately @ajassy will have to place orders earlyotherwise $ORCL $MSFT $GOOGL will swallow the supply. $TSM 2nm capacity is limited"
X Link @MikeLongTerm 2025-10-15T18:35Z 16.2K followers, XXX engagements
"@YodaStockInvest @LisaSu @AMD $META just announced 1GW Data center today. Will probably be hearing X or X more GW in 2026"
X Link @MikeLongTerm 2025-10-15T22:36Z 16.1K followers, XXX engagements
"$PLTR $AMD $TSLA $XYZ $GRAB $HIMS High Value is earned through months and years of quality DDs/Analysis. I know writing this stock that stock 10x 100x X or X sentences would get much 100x likes/views due to @X Algo. Till this day most of my Posts are long form which is getting more complained lately. At the end of the day Quality is superior. With that said I appreciate the 16k followers Not Financial Advice"
X Link @MikeLongTerm 2025-10-15T15:25Z 16.1K followers, 4816 engagements
"$GRAB AI SuperApp & $SE Price War 🧵 Sea Limited has indeed escalated competition through aggressive discounting particularly in food delivery and e-commerce to claw market share from incumbents like Grab. In Indonesia ShopeeFood has offered up to XX% discounts to vendors and users leveraging Shopee's massive user base to subsidize steep promotions and challenge GrabFood's dominance. These price wars have not eroded Grab's core strengths. Grab maintains over XX% market share in deliveries across Southeast Asia dwarfing ShopeeFood and others like Foodpanda. In mobility (ride-hailing) Grab"
X Link @MikeLongTerm 2025-09-27T21:08Z 16.1K followers, 5471 engagements
"$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 16.2K followers, 196.7K 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 16.2K followers, 38.3K engagements
"@AnthonyPY_Tan I was told just now that "they" gonna short $GRAB some more because of $ORCL losing money on renting $NVDA chips. I was like hmm if you want to lose money go for it. You don't have to link it to $ORCL $NVDA selloff"
X Link @MikeLongTerm 2025-10-07T15:49Z 16.1K followers, 1899 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 16.1K followers, 6381 engagements
"Thank you @elonmusk Proud $TSLA shareholder here"
X Link @MikeLongTerm 2025-10-14T19:26Z 16.1K followers, 5557 engagements
"@Tuffy1cat No goto acquisition since 2020"
X Link @MikeLongTerm 2025-10-14T19:15Z 16.1K followers, XX 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-$200. The @federalreserve may have to accelerate rate cuts to respect dual mandate than just clapping inflation only mandate. We could be at X% FFR by 2026. So much deflationary pressures are built in the global economy atm. Not Financial Advice"
X Link @MikeLongTerm 2025-10-10T16:03Z 16.1K followers, 3720 engagements
"$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 $NVDA CUDA) X. Gaming Consoles and Embedded/Custom"
X Link @MikeLongTerm 2025-10-12T13:10Z 16.2K followers, 40.5K engagements
"$GRAB gonna make this Fund Famous 🔥🔥🔥 At $500B MC Ward Ferry Management would have $4B from ($129.87 adjusted with conservative buyback projection) $124754060 initial investment. This AI SuperApp is going to be the largest holding of Ward Ferry Management at fair valuation of $40B MC or $10/share and become one of the most successful investment Funds in SEA over the long term. Background: Ward Ferry Management founded in 2000 and headquartered in Hong Kong with additional offices in Singapore and the United Kingdom. It specializes in long-only equity investments focused on small- and"
X Link @MikeLongTerm 2025-10-05T16:20Z 16.1K followers, 11.4K engagements
"$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 16.2K followers, 138.9K 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 $PLTR is well beyond a Perfect XX and is rather a Perfect XXX. This refers to Palantirs astonishing forward price-to-sales (P/S) ratio of XXX. In simpler terms the analysis suggests that based on its projected 2025 revenue it would take over XXX years to pay back its current market cap. This stark metric places immense pressure on the company to sustain its extraordinary growth. Meanwhile according to Benzinga Pro PLTR has"
X Link @MikeLongTerm 2025-10-10T13:46Z 16.2K followers, 16K engagements
"$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 16.1K followers, 5259 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 16.1K followers, 14.2K 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 @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 16.2K followers, 4784 engagements
"BREAKING $GRAB CFO @peter_oey @HSBC 🔥🔥 Key words: "We are not here to compete with $HSBC" 🤣 Digital bank is literally taking away market share at the fastest pace with more affordable strategy"
X Link @MikeLongTerm 2025-10-17T19:33Z 16.2K followers, 11.6K engagements
"$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 $500m"
X Link @MikeLongTerm 2025-10-15T16:59Z 16.2K followers, 27.9K engagements
"$AVGO @OpenAI Deal After $AMD 6GW Full🧵 TLDR: This should help $AMD not hurting it. Read full analysis below This morning's announcement of a multibillion-dollar partnership between OpenAI and Broadcom (AVGO) to co-design and deploy XX gigawatts (GW) of custom AI accelerators marks another aggressive step in OpenAI's quest to scale its compute infrastructure amid exploding demand for models like GPT-5. Valued at tens of billions over four years the deal focused on rack-scale hardware integrating Broadcom's XPUs (AI accelerators) and networking chips positions Broadcom as a key enabler of"
X Link @MikeLongTerm 2025-10-13T13:55Z 16.2K followers, 13.3K engagements
"$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 16.2K followers, 634K 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 16.2K followers, 165.5K 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 16.1K followers, 22.6K engagements