#  @MikeLongTerm Mike
AMD is gaining attention for its potential to reach a $5 trillion market capitalization, driven by its partnerships with major companies like Meta, Amazon, and Microsoft, and its growing presence in the AI sector. Grab, a Southeast Asian superapp, is also making headlines with its increasing institutional ownership, potential IPO in the Philippines, and partnerships with major investors. Palantir, another AI-focused company, is suing ex-employees over AI startup allegations and has been invited to the White House for an event with other major tech companies.
### Engagements: [-------] [#](/creator/twitter::1280587925336530948/interactions)
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### Mentions: [---] [#](/creator/twitter::1280587925336530948/posts_active)
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### Followers: [-------] [#](/creator/twitter::1280587925336530948/followers)
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- [--] Year [------] +313%
### CreatorRank: [------] [#](/creator/twitter::1280587925336530948/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) #716 [finance](/list/finance) #1230 [technology brands](/list/technology-brands) 41.28% [financial services](/list/financial-services) #30 [countries](/list/countries) 9.11% [cryptocurrencies](/list/cryptocurrencies) 6.98% [exchanges](/list/exchanges) #4478 [automotive brands](/list/automotive-brands) 4.65% [travel destinations](/list/travel-destinations) 1.36% [celebrities](/list/celebrities) 1.36%
**Social topic influence**
[breaking](/topic/breaking) #364, [$grab](/topic/$grab) #2, [$amd](/topic/$amd) #5, [$pltr](/topic/$pltr) #2, [ai](/topic/ai) #4152, [pltr](/topic/pltr) #1, [$nvda](/topic/$nvda) #309, [$hims](/topic/$hims) #28, [money](/topic/money) #3973, [in the](/topic/in-the) 7.56%
**Top accounts mentioned or mentioned by**
[@palantirtech](/creator/undefined) [@amd](/creator/undefined) [@openai](/creator/undefined) [@lisasu](/creator/undefined) [@anthonypytan](/creator/undefined) [@grok](/creator/undefined) [@amazon](/creator/undefined) [@meta](/creator/undefined) [@blackrock](/creator/undefined) [@nvidia](/creator/undefined) [@alexhungate](/creator/undefined) [@federalreserve](/creator/undefined) [@peteroey](/creator/undefined) [@oracle](/creator/undefined) [@xai](/creator/undefined) [@eliano](/creator/undefined) [@norgesbank](/creator/undefined) [@bankofamerica](/creator/undefined) [@cnbc](/creator/undefined) [@google](/creator/undefined)
**Top assets mentioned**
[Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [DIA (DIA)](/topic/$dia) [Microsoft Corp. (MSFT)](/topic/$msft) [BlackRock Inc (BLK)](/topic/blackrock) [Oracle Corporation (ORCL)](/topic/$orcl) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Block, Inc. (XYZ)](/topic/$xyz) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Eli Lilly and Company (LLY)](/topic/$lly) [Morgan Stanley (MS)](/topic/morgan-stanley) [Goldman Sachs (GS)](/topic/goldman-sachs) [Walmart, Inc. (WMT)](/topic/$wmt) [Ethereum (ETH)](/topic/$eth)
### Top Social Posts
Top posts by engagements in the last [--] hours
"BREAKING $WING & Wellington Management 13f- Wellington Management Group($1.8Tril Fund) increased $WING position substantially by 369.52% or [------] shares to a total holding of [------] shares✅ https://twitter.com/i/web/status/1958974746688929795 https://twitter.com/i/web/status/1958974746688929795"
[X Link](https://x.com/MikeLongTerm/status/1958974746688929795) 2025-08-22T19:29Z 21.3K followers, [----] engagements
"$GRAB & Newest Segment w/ 70-80% Margin🔥🔥 Please don't FOMO leaving me more time to accumulate more cheap shares. I may have to raise fair valuation to $50B MC after this. Grab Holdings Limited AI SuperApp Southeast Asia's leading superapp launched its Dine-Out feature (also referred to as Dine Out Discovery) in early [----] as part of a broader push to diversify beyond delivery-centric services into in-person dining experiences. The feature allows users to discover nearby restaurants make reservations access exclusive deals. This is a newest and boldest development from @AnthonyPY_Tan. You"
[X Link](https://x.com/MikeLongTerm/status/1973789776076562445) 2025-10-02T16:38Z 21.5K followers, 80.6K engagements
"$GRAB Tourism & GrabMap Flywheel 🧵 TLDR: Bullish. For those that want shorter version: "B" Grab Holdings Limited AI SuperApp Southeast Asia's leading superapp has transformed from a ride-hailing disruptor into a multifaceted ecosystem encompassing mobility deliveries financial services and now aggressively tourism and mapping technologies. Operating in eight countries (Cambodia Indonesia Malaysia Myanmar the Philippines Singapore Thailand and Vietnam) Grab serves over [--] million monthly transacting users. Launched in [----] as an in-house alternative to costly third-party providers like Google"
[X Link](https://x.com/MikeLongTerm/status/1975185294358901235) 2025-10-06T13:04Z 21.5K followers, 51.4K engagements
"It was reported for months that drivers/merchants on Goto/Gojek are earning less and less. The Indo president is worrying about social unrest. The ongoing investigation of Goto and its founders are good leverage to demand a good price. But Unclear if $GRAB is going to agree to it. https://twitter.com/i/web/status/1986838027226718349 https://twitter.com/i/web/status/1986838027226718349"
[X Link](https://x.com/MikeLongTerm/status/1986838027226718349) 2025-11-07T16:47Z 21.5K followers, [---] engagements
"BREAKING $HIMS & Largest Switzerland Fund 🚀🚀 13F Filing- UBS Group AG($6.1 Trillion Fund) increased $HIMS position by 12.28% or [------] shares. Total Holding: [-------] shares $HIMS Institutional onwership is now 105.62% 🤣🤣 @wearehims Short sellers are shorting the stock so much that now Institutional ownerships passed 105% The reason:Institutions that are shorting the stock (betting on a price decline) must borrow shares from long holders to https://t.co/gywWprxkb1 $HIMS Institutional onwership is now 105.62% 🤣🤣 @wearehims Short sellers are shorting the stock so much that now"
[X Link](https://x.com/MikeLongTerm/status/1989152615708385309) 2025-11-14T02:05Z 21.5K followers, 79.1K engagements
"BREAKING @PalantirTech @nvidia @CenterPoint 🚀 $PLTR Launches Chain Reaction to Build American AI Infrastructure; Founding Partners Include CenterPoint Energy and $NVDA DENVER--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR) today unveiled Chain Reaction the operating system for American AI infrastructure. The bottleneck to AI innovation is no longer algorithms; it is power and compute. America is at an inflection point in the energy infrastructure buildout and it requires software built for an entirely different scale. Chain Reaction is designed to address this directly by"
[X Link](https://x.com/MikeLongTerm/status/1996530817770602996) 2025-12-04T10:43Z 21.5K followers, 58.4K engagements
"$AMT AI Inference Market TAM👑 A prime Example how AMD is going to thrive The AI inference market (the economic value of running trained AI models for predictions real-time applications like chatbots image generation recommendation systems.) is experiencing explosive growth in [----] driven by the shift from training to widespread deployment of generative AI and large language models. One analysis forecasts it reaching approximately $106113 billion in [----] growing to double by 2026-2027. Inference is increasingly dominant over training with workloads projected to represent over half of AI"
[X Link](https://x.com/MikeLongTerm/status/2010148480841593072) 2026-01-11T00:35Z 21.3K followers, [----] engagements
"BREAKING @SKhynix Expansion $AMD $NVDA 🚨 SK Hynix speeds up new chip fab opening to meet memory demand executive says SEOUL/SAN FRANCISCO Jan [--] (Reuters) - SK Hynix (000660.KS) opens new tab plans to accelerate the opening of a new factory by three months and will also begin operating another new plant in February a senior executive said as surging memory demand pressures global supply. The South Korean chipmaker's decision comes as a global memory chip shortage has driven up prices of consumer gadgets like phones and PCs and slowed the construction of data centers needed to power"
[X Link](https://x.com/MikeLongTerm/status/2011563511923491082) 2026-01-14T22:18Z 21.4K followers, [----] engagements
"BREAKING $AMD & $RIOT 25-200MW 🚀🚀🚀 Riot Announces Fee Simple Acquisition of Land and First Data Center Lease with AMD at the Rockdale Site CASTLE ROCK Colo. Jan. [--] [----] (GLOBE NEWSWIRE) -- Riot Platforms Inc. (NASDAQ: RIOT) (Riot or the Company) a Bitcoin-driven industry leader in the development of large-scale data centers and bitcoin mining applications is pleased to announce a series of transformative transactions that firmly establish the Companys rapidly scaling data center business including: The fee simple acquisition of [---] acres of land at Rockdale currently occupied by Riot (the"
[X Link](https://x.com/MikeLongTerm/status/2012166915901313051) 2026-01-16T14:15Z 21.4K followers, 27.7K engagements
"$GRAB & Tiger Global The true OG🧵 From this interview I found out Jason Tan from Tiger Global used to help/support GRAB $65m Series C funding round in [----]. This funding round was led by Tiger Global. Anthony emphasized that strong investors like those from Tiger provided not just capital but strategic guidance helping Grab navigate growth in Southeast Asia's competitive landscape (against Uber at the time). Jason Tan's involvement aligns with Tiger's lead role in that round where he was instrumental in Asian tech deals. As of today Tiger has not sold a single share and holds 92.9m shares"
[X Link](https://x.com/MikeLongTerm/status/2012322898514522547) 2026-01-17T00:35Z 21.4K followers, [----] engagements
"BREAKING $WING to report Q4 [----] ER on 02/18/26"
[X Link](https://x.com/MikeLongTerm/status/2012577488149381382) 2026-01-17T17:27Z 21.5K followers, [----] engagements
"BREAKING @PalantirTech & @Hyundai_Global 🚨🚨 SEOUL South Korea & DENVER--(BUSINESS WIRE)-- HD Hyundai and Palantir Technologies Inc. have strengthened their alliance by reinforcing the strategic partnership. This alliance represents the largest and longest partnership of its kind for Palantir in Korea significantly expanding the adoption of Palantirs Foundry $PLTR and Artificial Intelligence Platform (AIP) across the HD Hyundai Group. The partnership builds on a successful track record that began in [----] with HD Hyundai Oilbank and expanded to shipbuilding and construction equipment"
[X Link](https://x.com/MikeLongTerm/status/2013584757502742985) 2026-01-20T12:09Z 21.3K followers, 17.5K engagements
"Dr. Karp CEO of @PalantirTech & @BlackRock CEO🎙 Full Interview at @Davos $PLTR Dr. Karp sat with Larry Fink CEO of $BLK Video Source: http://www.youtube.com/watchv=_fqxZKdb3J0 BREAKING @PalantirTech Dr. Karp 👀 $PLTR CEO Dr. Karp dismissed AI Bubble Concern a lot of AI just doesnt work. "People have tried things that just can never work. You buy a LLM put it on your stack and wonder why it's not working" Dr. Karp mentioned that the adoption https://t.co/HcmXHuYrPb http://www.youtube.com/watchv=_fqxZKdb3J0 BREAKING @PalantirTech Dr. Karp 👀 $PLTR CEO Dr. Karp dismissed AI Bubble Concern a lot"
[X Link](https://x.com/MikeLongTerm/status/2014155746817069124) 2026-01-22T01:58Z 21.4K followers, 26.6K engagements
"BREAKING @Tesla CEO @elonmusk with @BlackRock CEO interview. $TSLA Elon Musk Speaks at @Davos with $BLK CEO Larry Fink Elon said No Alien Elon talks about AI robotic over the long term. Energy/Solar AI Data Center in Space Source: CNBC at @Davos Dr. Karp CEO of @PalantirTech & @BlackRock CEO🎙 Full Interview at @Davos $PLTR Dr. Karp sat with Larry Fink CEO of $BLK Video Source: https://t.co/ChsMqsUbAc https://t.co/PvUqQaewVw Dr. Karp CEO of @PalantirTech & @BlackRock CEO🎙 Full Interview at @Davos $PLTR Dr. Karp sat with Larry Fink CEO of $BLK Video Source: https://t.co/ChsMqsUbAc"
[X Link](https://x.com/MikeLongTerm/status/2014365540253315161) 2026-01-22T15:52Z 21.4K followers, [----] engagements
"BREAKING $AMD another $105m Purchase 🚀🚀 13F Filing- Massachusetts Financial Services($650B Fund) increased @AMD MASSIVELY by 268.37% or [------] shares. Total Holding: [------] shares BREAKING $AMD $227 million Purchase 🚀🚀🚀 13F Filing- Ofi Invest Asset Management($200B Fund) increased @AMD position MASSIVELY by 1353.31% or [------] shares. Total Holding: [------] shares "Smart money" FOMO WAVE is starting https://t.co/hWiuMC2JNK BREAKING $AMD $227 million Purchase 🚀🚀🚀 13F Filing- Ofi Invest Asset Management($200B Fund) increased @AMD position MASSIVELY by 1353.31% or [------] shares. Total"
[X Link](https://x.com/MikeLongTerm/status/2014475042659217865) 2026-01-22T23:07Z 21.4K followers, [----] engagements
"BREAKING $AMD $121m Purchase 🚀🚀🚀 13F Filing- KBC Group NV($57B Fund) increased @AMD position massively by 66.06% or [------] shares. Total Holding: [-------] shares BREAKING $AMD Another Upgrade $330 PT🚀🚀🚀 Told you that we gonna see nonstop upgrades UBS's analyst Timothy Arcuri raised its price target on @AMD (NASDAQ: AMD) to $330 from $300 while maintaining a Buy rating on the shares. https://t.co/WWjx5XjqQM BREAKING $AMD Another Upgrade $330 PT🚀🚀🚀 Told you that we gonna see nonstop upgrades UBS's analyst Timothy Arcuri raised its price target on @AMD (NASDAQ: AMD) to $330 from $300"
[X Link](https://x.com/MikeLongTerm/status/2015845313244803171) 2026-01-26T17:52Z 21.3K followers, 43.3K engagements
"BREAKING $AMD TOP PICK by @MorganStanley ✅ $MS's analyst Joseph Moore views @AMD as prime beneficiary in a tightening CPU market(pricing power) particularly servers where supply constraints and competitive dynamics favor it. Robust server microprocessor demand. Material share gains vs. Intel (due to Intel's manufacturing challenges). Improving core business earnings power potential for EPS upside and multiple expansion (renewed sum-of-the-parts narrative). Expectation of "very strong quarterly results" in the upcoming report (scheduled for late January/early February [----] after market close)."
[X Link](https://x.com/MikeLongTerm/status/2015892864891310335) 2026-01-26T21:01Z 21.3K followers, 17.1K engagements
"BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted individuals often through referrals who are mission-driven and passionate about solving problems like ensuring safety for women and children. Many early employees are still with Grab today due to this strong foundation and shared mission. The Co-founder Relationship (4:05): Anthony discusses the challenges of leading without a co-founder in the early days and the significance of Ling's return highlighting the importance of patience calmness quick forgiveness and"
[X Link](https://x.com/MikeLongTerm/status/2015895921926529311) 2026-01-26T21:13Z 21.3K followers, 29.8K engagements
"Just in $GRAB & Small Smart Money ✅ 13F Filing- Stanley-Laman Group($800m Fund) increased $GRAB position sharply by 80% or [------] shares. Total Holding: [------] shares BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted individuals often through referrals who are mission-driven and passionate about solving problems like ensuring safety for women and children. Many https://t.co/cI4kwfsj1w BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted"
[X Link](https://x.com/MikeLongTerm/status/2015942267538751507) 2026-01-27T00:17Z 21.3K followers, [----] engagements
"BREAKING $GRAB $GOTO Delivery Hero 🚨🚨🚨 [--]. Goto Indo More recently GoTo secured a new term loan of Rp [----] trillion ($290M) in September [----] with 10% (Rp [---] billion) used just to pay off old debt. Sources indicated this is a massive red flag. "they're taking new loans to service old debt." " $GOTO would only last 12-18 months at this pace" I knew that Goto has no leverage but this is much worse than I anticipated [--]. Foodpanda/ Delivery Hero Foodpanda exited Thailand recently and trying to sell to $GRAB but Grab walked away and won most Thai market share Foodpanda is still remaining in"
[X Link](https://x.com/MikeLongTerm/status/2016162262885536037) 2026-01-27T14:51Z 21.4K followers, [----] engagements
"$GRAB USD Declining Trend as Predicted✅ Didn't think it would be this aggressive. I do think it is going lower and that will mean 5-10% boost to $GRAB topline and bottom line. A weakening dollar will benefit SEA economies by reducing the USD denominated debt and stimulating capital inflows. It drives much more investment into the regions and historically it boosted GDP by 30-100% depending on the cycle. Meaning we are looking at 6-8% growth in the region. And yes $GRAB is part of my biggest hedge for the decade along with $ETH and Silver. Silver of course is taking all the attention. $ETH"
[X Link](https://x.com/MikeLongTerm/status/2016243897618374702) 2026-01-27T20:16Z 21.3K followers, [----] engagements
"$AMD's heading to $5 Trillion MC Inference👑 Long Term In-house vs AMD 🧵 $META $MSFT $AMZN $GOOGL in-house ASICs face structural disadvantages in achieving broadly lower inference costs than AMD's projected $0.0003$0.0005 per million tokens. Hyperscalers' in-house custom chips such as @Google 's TPU v7 Ironwood @awscloud 's Trainium3 @Microsoft 's Maia 200/300 and @Meta 's MTIA represent a massive strategic bet on vertical integration for AI workloads. These ASICs are tailored for the hyperscalers' enormous internal needs particularly high-volume inference on proprietary patterns like search"
[X Link](https://x.com/MikeLongTerm/status/2016275016938041818) 2026-01-27T22:19Z 21.3K followers, 64.2K engagements
"Just in $GRAB ✅ 13F Filing- Warm Springs Advisors(Small $120m Fund) increased $GRAB Position by 95.92% or [------] shares. Total Holding : [------] shares. BREAKING $GRAB Tourism 🚀🚀 Context: $GRAB been expanding Tourism much more aggressively since Q3(September/October 2025). And Tourists are more likely to spend on higher margin services on Grab SuperApp. Meaning it is a high probability that Q4 [----] revenue could be very close https://t.co/J1D0SGlfwf BREAKING $GRAB Tourism 🚀🚀 Context: $GRAB been expanding Tourism much more aggressively since Q3(September/October 2025). And Tourists are more"
[X Link](https://x.com/MikeLongTerm/status/2016308229467238906) 2026-01-28T00:31Z 21.3K followers, [----] engagements
"BREAKING $GRAB Philippine wants Grab to IPO ✅ The Philippine Stock Exchange (PSE) is developing a Nasdaq-style technology board essentially a "mini-Nasdaq" to serve as a dedicated platform for high-growth tech startups and innovative companies in the Philippines. This initiative aims to create a faster track for these firms to access capital markets even if they don't meet the stricter listing requirements of the PSE's traditional main board. The goal is to modernize the Philippine capital markets make them more accessible attract more investors and build a genuine "technology stock market""
[X Link](https://x.com/MikeLongTerm/status/2016480589101068313) 2026-01-28T11:56Z 21.3K followers, 14.2K engagements
"BREAKING $GRAB Smart Money $56m position 🚀 13F Filing- OCBC Bank($500B Singapore Bank/Fund) increased $GRAB position substantially by [-------] shares to a total holding [--------] shares BREAKING $GRAB Philippine wants Grab to IPO ✅ The Philippine Stock Exchange (PSE) is developing a Nasdaq-style technology board essentially a "mini-Nasdaq" to serve as a dedicated platform for high-growth tech startups and innovative companies in the Philippines. This https://t.co/M0d5Nk438n BREAKING $GRAB Philippine wants Grab to IPO ✅ The Philippine Stock Exchange (PSE) is developing a Nasdaq-style technology"
[X Link](https://x.com/MikeLongTerm/status/2016514587898573266) 2026-01-28T14:11Z 21.3K followers, 10.1K engagements
"$GRAB The Future "401k" for SEA 🧵 We have seen this for years now and SEA countries are putting de-regulation as reward for $GRAB to do it. In general most of SEA public companies are known to cook their book with the exception of Singapore public companies. Grab is a reliable brandname in [--] countries where people trust. And I think this is going to be the direction in the next few years. And most importantly this aligns with @AnthonyPY_Tan ambition to uplift "Bottom of Pyramid" folks. Now countries are realizing their retirement programs are weak with no alternatives for most common folks."
[X Link](https://x.com/MikeLongTerm/status/2016531277482975390) 2026-01-28T15:18Z 21.3K followers, [----] engagements
"Good $GRAB Read 👍 Only long term shareholders will be rewarded on $GRAB. What you can expect Reliable upward trend on Margin QoQ YoY Long Term 95-98% market share Long Term GRAB SuperApp will become the digital Infrastructure but asset-light for the next 2-3-4-5 decades A monster Cash Cow that will expand beyond just SuperApp and embracing the true "bottom of pyramid" group up to [--] Billion people TAM. A world where the largest poorest underserved group get to participate in Capitalism and build wealth. SEA will be less chaotic and more durable. The world where I get high ROI and uplift 5"
[X Link](https://x.com/MikeLongTerm/status/2016569281849204970) 2026-01-28T17:49Z 21.3K followers, [----] engagements
"BREAKING $GRAB & Texas Retirement System 😀 13F Filing- Teacher Retirement System Of Texas($225B largest Texas Pension Fund) increased $GRAB position to [-------] shares. Why did the Texas Largest pension Fund bought this Singapore SuperApp while Retail investors kept selling May be that is why they are "Smart Money" BREAKING $GRAB Smart Money $56m position 🚀 13F Filing- OCBC Bank($500B Singapore Bank/Fund) increased $GRAB position substantially by [-------] shares to a total holding [--------] shares https://t.co/mpUaa8m96L BREAKING $GRAB Smart Money $56m position 🚀 13F Filing- OCBC Bank($500B"
[X Link](https://x.com/MikeLongTerm/status/2016613142403719583) 2026-01-28T20:43Z 21.3K followers, [----] engagements
"BREAKING $META Earning Result 🚨🚨🚨 Revenue $59.89B vs $58.46B est EPS $8.88 vs $8.19 est Advertising revenue $58.14B vs $56.79B est Family of Apps revenue $58.94B vs $57.47B est Family of Apps operating inc $30.77B vs $30B est Operating income $24.75B +5.9% y/y Reality Labs revenue $955M est. $962.7M Reality Labs operating loss $6.02B est. loss $5.8B META CapEx for [----] $162-$169B $META Q4 [----] Earning Consensus 🧵 Revenue: $58.3 billion to $58.45 billion Adjusted EPS: $8.15-$8.21 Ads revenue: $56.85B Investors will pay atteion to Advertising Strength AI investment/CapEx outlook Q1 2026"
[X Link](https://x.com/MikeLongTerm/status/2016618372293972281) 2026-01-28T21:04Z 21.3K followers, 26.9K engagements
"BREAKING $TSLA Earning Result 🚨🚨🚨 Revenue $24.901B vs $24.778B est EPS $0.50 vs $0.45 est @Tesla said to double compute size in Texas $TSLA @Tesla Q4 Earning Consensus 🧵 Revenue: $24.5-$25.1B Non-GAAP EPS: $0.44-$.45 GAAP EPS: $0.30-$0.35 Automotive gross margins: 16-17% compressed due to pricing competition (especially in China) lower regulatory credits and loss of some incentives/subsidies. Energy https://t.co/H5pmGolver $TSLA @Tesla Q4 Earning Consensus 🧵 Revenue: $24.5-$25.1B Non-GAAP EPS: $0.44-$.45 GAAP EPS: $0.30-$0.35 Automotive gross margins: 16-17% compressed due to pricing"
[X Link](https://x.com/MikeLongTerm/status/2016619598653579408) 2026-01-28T21:09Z 21.4K followers, [----] engagements
"BREAKING $MSFT $AMD Q&A Section 🚨🚨 "WE DON'T WANT TO BE LOCKED"(used to be only $NVDA GPUs) "WE HAVE GREAT PARTNERSHIP WITH @AMD $AMD and $NVDA " A LOT OF INNOVATION FROM Chip makers "WE WANT TO HAVE ACCESS TO THE BEST TCO(IMPLYING AMD)" Finally for the first time since [----]. Dr. @LisaSu 🐐 is getting the recognition of TCO Hahahahaha. I told you so Agentic AI on AMD CPUs. Helios Rack has the best TCO TDP and $ per million tokens Congratz to all AMD shareholders. We make it Not Financial Advice BREAKING $MSFT Earning Result🚨🚨🚨 Revenue $81.3B vs $80.31B est EPS $4.14 vs $3.91est $AMD"
[X Link](https://x.com/MikeLongTerm/status/2016667146101649453) 2026-01-29T00:18Z 21.3K followers, 58.5K engagements
"@Reuters out here speading fake new daily 😵💫 $GRAB isn't the only victim *MP MATERIALS $MP MAKES STATEMENT ON REUTERS RARE EARTH STORY "Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized government policy and caused *MP MATERIALS $MP MAKES STATEMENT ON REUTERS RARE EARTH STORY "Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized government"
[X Link](https://x.com/MikeLongTerm/status/2016710208597168293) 2026-01-29T03:09Z 21.3K followers, [----] engagements
"$QQQ $SPY $DIA $IWM $IWO We are still looking at another 4-5 years of bull market. Productivity gain from AI will easily extend this to a full decade. You just can't be in cash like the $8 Trillion on the sidelines. This is not the time to be in Cash. Not Financial Advice https://twitter.com/i/web/status/2016715252461699205 https://twitter.com/i/web/status/2016715252461699205"
[X Link](https://x.com/MikeLongTerm/status/2016715252461699205) 2026-01-29T03:29Z 21.3K followers, [----] engagements
"BREAKING @PalantirTech & @innodata ✅ NEW YORK NY / ACCESS Newswire / January [--] [----] / INNODATA INC. (Nasdaq: $INOD) today announced that it has been selected to provide high-quality training data and data engineering services to Palantir Technologies (Nasdaq: $PLTR) supporting Palantir's AI-enabled platforms for rodeo event analysis. In support of Palantir's partnership with rodeo operations Innodata is now further empowering these customers by providing them with specialized annotation and data engineering for thousands of hours of rodeo video footage. This work enables computer vision"
[X Link](https://x.com/MikeLongTerm/status/2016867742540775629) 2026-01-29T13:35Z 21.3K followers, 36.4K engagements
"BREAKING $V @Visa Earning Result 🚨🚨🚨 Revenue $10.90B vs $10.68B est Adjusted EPS $3.17 vs $3.14 est"
[X Link](https://x.com/MikeLongTerm/status/2016981185348427814) 2026-01-29T21:06Z 21.4K followers, [----] engagements
"BREAKING $SNDK Earning Result 🚨🚨🚨 Revenue $3.025B vs $2.599B Est EPS $6.20 vs $3.12B est"
[X Link](https://x.com/MikeLongTerm/status/2016981886417899859) 2026-01-29T21:08Z 21.4K followers, [----] engagements
"BREAKING $AAPL @Apple Earning Result 🚨🚨🚨 Revenue $143.8B vs $138.39B est EPS $2.84 vs $2.67 est"
[X Link](https://x.com/MikeLongTerm/status/2016987457946869840) 2026-01-29T21:30Z 21.3K followers, [----] engagements
"$AMD & $IBM Vision for Quantum Research✅ Two papers co-authored by IBM researchers detailing the results were posted to Cornell University's arXiv a research- sharing platform for papers that have yet to be peer-reviewed. The first paper showed how GPUs from @AMD contained within the Frontier supercomputer at Oak Ridge National Laboratory could be combined with IBM's Heron processor to model complex chemical systems and provide a 100- time speedup over central processing units or CPUs. "It's a notoriously difficult problem for classical computers" Chow explained. "But we know now there's a"
[X Link](https://x.com/MikeLongTerm/status/2017053309182328858) 2026-01-30T01:52Z 21.4K followers, [----] engagements
"BREAKING $AMD Samsung 2nm🤔 Samsung said it began mass production of its first-generation 2nm chips last year and plans to start manufacturing second-generation 2nm chips this year. Samsung said $AMD and $QCOM are considering its 2nm process for some of their future chips🤔 BREAKING $AMD 13-15GW to [----] ✅ I have enough data to conclude @AMD or Dr. @LisaSu to deploy at least 13-15GW Of Helios and Future Racks into [----] after $MSFT $META Earning Call. Dr. @LisaSu also confirmed this negotiation phase with all AI natives and Hyperscalers during https://t.co/d8SWYkq7b7 BREAKING $AMD 13-15GW to"
[X Link](https://x.com/MikeLongTerm/status/2017097618703131018) 2026-01-30T04:48Z 21.3K followers, [----] engagements
"$GRAB CFO @peter_oey discussed $7.4B warchest✅ Having shifted away from aggressive "growth at all costs" spending achieved sustained profitability and built a strong balance sheet the company is now prioritizing prudent disciplined capital allocation over rapid or risky deployment of its cash reserves. The overall tone is positive highlighting financial strength strategic maturity and a focus on sustainable long-term value in a competitive Southeast Asian market. The message is clear to all losing money competition we are not afraid of competition- For years now The war chest "wont be spent"
[X Link](https://x.com/MikeLongTerm/status/2017203204677636454) 2026-01-30T11:48Z 21.4K followers, 16.6K engagements
"BREAKING $GRAB $GOTO Update🚀🚀🚀 My sources confirmed Telkomsel only has 2% of voting power. And $GRAB is not interested buying entire $GOTO business because they are all losing money just mobility/delivery as a favor for the President to consolidate this space to end price war. Telkomsel $GOOGL HSBC and all others invested in $GOTO are down massively. Particularly Telkomsel has $440m unrealized loss. And $GOTO is dying. The most profitable segment is Goto-Fin which was recently clapped from 0.4% interest a day down to $0.1% in Jan [----] by the President meaning it is burning money right now."
[X Link](https://x.com/MikeLongTerm/status/2017229321883013250) 2026-01-30T13:32Z 21.5K followers, 15.6K engagements
"$AMD Fake New from SemiAnal & @WellsFargo ✍ TLDR: Yea I rather trust $WFC than 🤡at SemiAnal The downward pressure came after SemiAnalysis reportedly claimed @AMD MI450-series chips were behind schedule. However Wells Fargo analyst Aaron Rakers quickly countered these assertions suggesting the claims were unfounded based on his teams research. According to Rakers AMDs development on TSMCs N2 (2nm) process technology remains on track with the company having already completed tape-out and shipped Venice EPYC processor samples that use the same process node as the upcoming MI450-series. The N2"
[X Link](https://x.com/MikeLongTerm/status/2017279393882677431) 2026-01-30T16:51Z 21.4K followers, 14.6K engagements
"BREAKING $GRAB & Thailand Charging Network✅ Thailand: Sharge to establish nationwide charging network for Grab Thai EV charging service provider Sharge has partnered with Grab to build a dedicated charging network for the company. It plans to invest over [---] million baht (around [----] million euros) in the project. Sharge will initially set up three charging stations under a pilot programme one each at Suvarnabhumi Airport and Don Mueang Airport in Bangkok and one in Pattaya (Chonburi Province). More than [--] per cent of Grab drivers in these areas have already adopted EVs. By [----] Sharge plans"
[X Link](https://x.com/MikeLongTerm/status/2017281914730606776) 2026-01-30T17:01Z 21.4K followers, [----] engagements
"$GRAB CFO @peter_oey Full Article ✍ Will post the video if they decide to release it. After years of cost cuts restructuring and a hard pivot away from growth at all costs Grab is emerging from profitability with a sizable cushion: about $7 billion in cash on its balance sheet. But that war chest wont be spent in a rush. In a fireside chat at the Indonesia PE-VC Summit on Thursday Grabs chief financial officer Peter Oey said the tech giants capital deployment strategy remains anchored on two priorities that have largely stayed unchanged over the past few years: sustaining organic growth while"
[X Link](https://x.com/MikeLongTerm/status/2017345606155374634) 2026-01-30T21:14Z 21.4K followers, [----] engagements
"$AMD CTO Full Interview✍ Mark Papermaster @AMD CTO / Ian Interviews #47 Mark Papermaster CTO and Executive Vice President at AMD discusses his career journey and AMD's focus on innovation (0:00). He reflects on AMD's transformation from [----] to the present highlighting the impact of Zen architecture and the company's shift to being a solutions provider (2:40). Zen's Proving Ground Years Papermaster refers to the first two generations of Zen as "proving ground years" where AMD established credibility as a consistent innovator and delivered leadership performance (4:57). Sustained Performance"
[X Link](https://x.com/MikeLongTerm/status/2017362145990656490) 2026-01-30T22:19Z 21.4K followers, [----] engagements
"BREAKING $GRAB & $16.3m Brandnew Position✅ 13F Filing-Jennison Associates($220B Fund) started a brandnew position on $GRAB with [-------] shares. So Mike What do you think Retail kept selling and "Smart Money" swallowed millions of shares Because this is a long duration stock where most retail investors won't see that quick 100%-200% gain in weeks or months. I talked about Silver in the sub $20 $30 when they were chasing Quantum nonsense stocks. Recently they were bragging about buying Silver at $100-$110 and how it will go to $300 or $1000(didnt happen). Just like that I'm buying $GRAB and"
[X Link](https://x.com/MikeLongTerm/status/2017367444923326565) 2026-01-30T22:40Z 21.5K followers, 14.1K engagements
"BREAKING $HIMS Short Interest near ATH @himshouse [--------] shares shorted-source: NYSE [-----] % of float. Institutional Onwership 105% Insane control from Short Sellers while fundamental is still solid Not Financial Advice $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9 $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9"
[X Link](https://x.com/MikeLongTerm/status/2017407606734668066) 2026-01-31T01:20Z 21.4K followers, 46.8K engagements
"@DavidRi24012971 I think you followed me from the early $PLTR day I also have a very concentrated portfolio. My largest [--] are 75% of portfolio. $GRAB and $XYZ are abt the same allocation. then $HIMS. I sleep like a baby at night. Not Financial advice"
[X Link](https://x.com/MikeLongTerm/status/2017614749026877774) 2026-01-31T15:03Z 21.3K followers, [---] engagements
"$AMD $NVDA $TSM @OpenAI 🧵 I talked about this since October [----] after OpenAI inked a 6GW deal with @AMD. I said there wasn't a contract with $NVDA and $AVGO yet. And I was right. Months of name calling and now confirmed. $AVGO also confirmed no discussion until 2027-2029 and depending on OpenAI. This WSJ leak was a heads-up from Jensen that the number isn't going to be $100B like initially announced. We must question why It is simple because OpenAI is competing with the largest or possibly the most powerful cash machine $GOOGL. And Investors were crying for months and years on how"
[X Link](https://x.com/MikeLongTerm/status/2017625162120573022) 2026-01-31T15:44Z 21.3K followers, 33.6K engagements
"If $GOTO gonna go away in 2-3 years. Should $GRAB Buy $GOTO Mobility/Delivery Segment for $1-$1.5B What do you think Yes No Yes No"
[X Link](https://x.com/MikeLongTerm/status/2017631073753088378) 2026-01-31T16:08Z 21.5K followers, [----] engagements
"BREAKING $GRAB Philippines Tourism ✅ TLDR: More Visa-Free Tourism and SEA is getting more friendly to $GRAB. This is logical as the largest employer in SEA where market share is 75% and inching to ward 90-95%. Philippines: 8-9 million (relatively flat from 2024-2025) $GRAB has nearly 95% market share on Mobility and 65%+ on Food Delivery but overall Delivery is higher since this segment is now much bigger with Dine-out Ads Quick-Commerce. Philippine Department of Tourism (DOT) officially named Grab as its Digital Tourism Partner through a Memorandum of Agreement (MOA) bakc in Sept/Oct 2025."
[X Link](https://x.com/MikeLongTerm/status/2017657064521191841) 2026-01-31T17:51Z 21.5K followers, [----] engagements
"$AMD @WellsFargo also owns 9m @AMD shares✍ This kind of fake new been floating around since [----]. It is good to see large institutions came out this quick to debunk fake new from SemiAnal. $WFC 9m share represented 46% increase from prior 13F or roughly $2.1B in value. We need more high conviction like this to call out all the fake new and BS FUD. Wells Fargo also named AMD the best or Top pic for [----] due to its potentialin AI and Data Center where Margin will expand substantially. Aaron Rakers who also serves as the Managing Director and Senior Equity Analyst. He was the first to debunked"
[X Link](https://x.com/MikeLongTerm/status/2017663115244994675) 2026-01-31T18:15Z 21.5K followers, [----] engagements
"@D_TuanMinh Because at $1.5B $GRAB can get it back in 1.5-2yrs. Consolidation liek this will speed up the flywheel much faster on other segments/services on overall growth. And you are correct on a dying business hence $GRAb has maximum leverage"
[X Link](https://x.com/MikeLongTerm/status/2017668912242913386) 2026-01-31T18:38Z 21.4K followers, [---] engagements
"$GRAB Intrinsic Value DCF Focus 🧵 https://x.com/MikeLongTerm/status/2012954922203881733 $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and precisely where they misunderstood the business. I will also exclude $GOTO mobility/delivery acquisition for an https://t.co/135VbS8CFA https://x.com/MikeLongTerm/status/2012954922203881733 $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and"
[X Link](https://x.com/MikeLongTerm/status/2018008558281818551) 2026-02-01T17:08Z 21.3K followers, [---] engagements
"$GRAB Secret Sauce 🧵 https://x.com/MikeLongTerm/status/1949129941192204659 $GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond It took me a while to gather the material for this thread. I will link down below other threads I talked extensively on all current and future $GRAB services to avoid making this thread too long. It is https://t.co/INkkzarcL8 https://x.com/MikeLongTerm/status/1949129941192204659 $GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond It took me a while to gather the material for this thread. I will link down below other threads"
[X Link](https://x.com/MikeLongTerm/status/2018008559632429393) 2026-02-01T17:08Z 21.3K followers, [---] engagements
"$AMD Cumulative Revenue toward FY2030 ✍ TLDR: Should be around $450B-$650B(2026-2030) Read more below if you are interest. Subscribers can access the Sub Threads section. $NVDA Jensen also confirmed $NVDA won't invest $100B probably far less than that. I dont know the exact number. Will write a comprehensive thread on this at Free.99 for everyone in March/April as I gather more data. Modeling FY [----] will be the most difficult 2027-2030 will be easier. I will also need to listen to $AMZN and $GOOGL earning call. $MSFT and $META already confirmed to be a massive buyer for $AMD Helis and future"
[X Link](https://x.com/MikeLongTerm/status/2018013978614435957) 2026-02-01T17:30Z 21.3K followers, [----] engagements
"BREAKING $WING & Smart Money 🚀 13F Filing-Massachusetts Financial Services($310B Fund) increased @wingstop position substantially by [------] shares or 48.14%. Total Holding: [-------] shares $WING and $BROS are so undervalued for its potential. Not Financial Advice https://t.co/w0kXa8nx3D $WING and $BROS are so undervalued for its potential. Not Financial Advice https://t.co/w0kXa8nx3D"
[X Link](https://x.com/MikeLongTerm/status/2018029444317819149) 2026-02-01T18:31Z 21.6K followers, [----] engagements
"BREAKING $BROS & Smart Money 🚀🚀🚀 13F Filing-Jennison Associates($220B Fund) increased @DutchBro position massively by [------] shares or 3274% Total Holding: [------] shares BREAKING $BROS Q3 ER 🚀🚀🚀 Revenue $423.6m(25.2% YoY) vs $400m est EPS $0.21 vs $0.13 est Guided FY [----] $1.61 billion and $1.615 billion. Opened [--] new shops [--] of which were company-operated across [--] states. Adjusted EBITDA2 grew 22.3% to $78.0 million as compared to https://t.co/bDF2gDraMb BREAKING $BROS Q3 ER 🚀🚀🚀 Revenue $423.6m(25.2% YoY) vs $400m est EPS $0.21 vs $0.13 est Guided FY [----] $1.61 billion and $1.615"
[X Link](https://x.com/MikeLongTerm/status/2018030919836201365) 2026-02-01T18:37Z 21.5K followers, [----] engagements
"@Micro2Macr0 We will get FFR down to 1-2% over time and when economy enters that sweet growth spot balance sheet can start selling at $30B a month until we are down to $1-2Trillion for foreign holding purpose"
[X Link](https://x.com/MikeLongTerm/status/2018103455202578578) 2026-02-01T23:25Z 21.4K followers, [---] engagements
"Just in $GRAB & Large Regional Bank Purchase✅ 13F Filing- M&t Bank Corp($220B Fund/Bank) bought [------] $GRAB shares. Total Holding: [------] shares $GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the time I also started my initial buy. GRAB was trading at [--] P/S when it IPOed. Today GRAB it is trading at [--] P/S or [---] P/S https://t.co/Laf5w5UcIH $GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the"
[X Link](https://x.com/MikeLongTerm/status/2018117001273590235) 2026-02-02T00:19Z 21.6K followers, [----] engagements
"@PalantirTech $PLTR Q4 [--] Earning Preview 🧵 Consensus Revenue $1.3-$1.35B Adjusted EPS $0.23-$0.27 My estimate: Revenue $1.4-$1.5B Adjusted EPS $0.30-$0.33 Investors will look at: Customer Count US commercial revenue growth Commercial Overall Margin if expanded adjusted operating margin was 51% in Q3 FCF Generation Growth Rule of [--] [----] Guidance AIP momentum Balance sheet What I will look at: Customer Count Expectation is high and Palantir will beat top and bottom. Not Financial Advice BREAKING @PalantirTech & IMC-Chicago🚀🚀🚀 13F Filing- IMC-Chicago($1.9 Trillion Fund) started a brandnew"
[X Link](https://x.com/MikeLongTerm/status/2018274805225595055) 2026-02-02T10:46Z 21.6K followers, 27.7K engagements
"$AMD Q4 [----] Earning Preview 🧵 Dr. @LisaSu aims for double digits market share @AMD to report Q4 [----] AH on Tuesday Feb [--] [----] The company will host the call at 5:00 p.m. ET Guidance: $9.6B Analyst Consensus Revenue $9.65-$9.7B Adjusted EPS: $1.30-$1.33 My Estimate: Revenue: $10B+ Adjusted EPS: $1.33-$1.35 Investors will want to see: Data Center Growth Comment Guidance as most will only care about H2 [----]. So watch for comments during and at Q&A Client Gaming and Embedded Segments Growth Margin Expansion Guidance MI355X Ramp Heilos progress(if it ships a month early will send the stock"
[X Link](https://x.com/MikeLongTerm/status/2018278468673298935) 2026-02-02T11:00Z 21.6K followers, 63.4K engagements
"BREAKING $GRAB & Largest Denmark Pension 🚀 13F Filing - PFA Pension Forsikringsaktieselskab($130B Largest commercial Pension) started a brandnew position on $GRAB with [-------] shares. This Fund is likely to increase Grab ownership to 10-15m shares. The float continues to be swallowed Institutions acclerating Accumulation Retail investors accelerating dumping The game hasn't changed. $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and precisely where they misunderstood the business. I"
[X Link](https://x.com/MikeLongTerm/status/2018323482015089093) 2026-02-02T13:59Z 21.4K followers, [----] engagements
"$AMD & $ORCL implication on $50B Funding🧵 TLDR: Oracle may purchase up to 2-3GW from @AMD chips toward [----]. As all hyperscalers are increasingly focusing on TCOTDP and $ per million tokens like $META $MSFT and $AMZN. Read my prior posts to understand more. After months of pressure from the market investors and pretty much everybody from the Media @Oracle still moves to raise $45-$50B from a mix of Equity and Debt. @larryellison is still the 🐐 The goal is to maintain a solid investment-grade balance sheet while aggressively building out data centers and infrastructure. Oracle highlighted"
[X Link](https://x.com/MikeLongTerm/status/2018349850098552974) 2026-02-02T15:44Z 21.3K followers, 11.6K engagements
"BREAKING $PLTR Q4 [--] Earning Result🚨🚨🚨 Revenue $1.41B vs $1.34B est EPS $0.25 vs $0.23 est @PalantirTech $PLTR Q4 [--] Earning Preview 🧵 Consensus Revenue $1.3-$1.35B Adjusted EPS $0.23-$0.27 My estimate: Revenue $1.4-$1.5B Adjusted EPS $0.30-$0.33 Investors will look at: Customer Count US commercial revenue growth Commercial Overall Margin if expanded adjusted https://t.co/ZHtQKC4yYa @PalantirTech $PLTR Q4 [--] Earning Preview 🧵 Consensus Revenue $1.3-$1.35B Adjusted EPS $0.23-$0.27 My estimate: Revenue $1.4-$1.5B Adjusted EPS $0.30-$0.33 Investors will look at: Customer Count US commercial"
[X Link](https://x.com/MikeLongTerm/status/2018431023202099702) 2026-02-02T21:07Z 21.4K followers, 88.2K engagements
"@Quartr_App @eliano @BrettKrieger12 @DailyPalantir @arny_trezzi @PLTRs_Palantir @alc2022 @amitisinvesting @DominicRinaldi9 @em013L $PLTR is just getting started. S-curve moving to J-Curve. What is next The next level is Rocket Curve 🚀 Not Financial Advice"
[X Link](https://x.com/MikeLongTerm/status/2018436893411553773) 2026-02-02T21:30Z 21.3K followers, [----] engagements
"BREAKING $PYPL New CEO & Earning🚨🚨🚨 Revenue $8.676B vs $8.801B est EPS $1.23 vs $1.28 est PayPal Holdings Inc. (NASDAQ: PYPL) today announced that its Board of Directors has appointed Enrique Lores as President and CEO effective March [--] [----]. Lores who has served on the PayPal Board for nearly five years and as Board Chair since July [----] succeeds Alex Chriss. To ensure a seamless transition Jamie Miller Chief Financial and Operating Officer will serve as Interim CEO until Lores assumes the role. David W. Dorman has been appointed as Independent Board Chair effective immediately. Today's"
[X Link](https://x.com/MikeLongTerm/status/2018656513405927912) 2026-02-03T12:03Z 21.5K followers, [----] engagements
"More $PLTR Price Target 🚨🚨🚨 Mizuho $195 Da Davidson $180 UBS $180 Goldman Sachs $182 BREAKING $PLTR New PT this morning ✅ Piper Sandlers $230 Overweight Baird $200 Outperform Citigroup $260 There will be more new PT coming today. Will update https://t.co/zonRlmZ4aI BREAKING $PLTR New PT this morning ✅ Piper Sandlers $230 Overweight Baird $200 Outperform Citigroup $260 There will be more new PT coming today. Will update https://t.co/zonRlmZ4aI"
[X Link](https://x.com/MikeLongTerm/status/2018678327419056340) 2026-02-03T13:29Z 21.5K followers, 10.7K engagements
"$WMT Congratz to all Shareholders ✅ @Walmart just hit $1 Trillion Market Cap. Sam Walton was a legend with relentless commitment to customer value. That wisdom now impacting almost all public companies. $PLTR $AMD $TSLA $XYZ $GRAB $HIMS Sam Walton (Walmart Founder) "We exist to provide value to our customers which means that in addition to quality and service we have to save them money." TrustValueGrowth 🎯 https://t.co/PMlMxfcKrg $PLTR $AMD $TSLA $XYZ $GRAB $HIMS Sam Walton (Walmart Founder) "We exist to provide value to our customers which means that in addition to quality and service we"
[X Link](https://x.com/MikeLongTerm/status/2018697671335096375) 2026-02-03T14:46Z 21.5K followers, [----] engagements
"$GRAB-ed some Appreciated you bears😌 I hope to buy more under $4 or potentially at negative market cap. When to know when it is trading at negative market cap Cash $7.1B Receiveable $812m Inventory: $79m Equity Investment: $4.5B Goodwilld & Intangible asset: $1.04B Property/Plant: $712m Loan book: $821m Total: $15B. AKA negative market cap starts under $15B market Cap or under $3.68 per share. This is excluding Brandname which is $40B. Not Financial Advice $GRAB Another Howard Marks Interview ✅ Context: Oaktree Capital bought 10.2m $GRAB shares in Q1 [----]. 1.29m shares in Q2 and 0.52m shares"
[X Link](https://x.com/MikeLongTerm/status/2018760995846398183) 2026-02-03T18:58Z 21.6K followers, [----] engagements
"$QQQ $SPY $DIA $IWM This was when growth stocks started selling off. You are welcome. Not Financial Advice The next 3-6 months: [--]. Most should get out short-term calls. [--]. And reduce your margin or get rid of it. Not Financial Advice. The next 3-6 months: [--]. Most should get out short-term calls. [--]. And reduce your margin or get rid of it. Not Financial Advice"
[X Link](https://x.com/MikeLongTerm/status/2018763876414947643) 2026-02-03T19:09Z 21.6K followers, [----] engagements
"BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC BREAKING: Talks over a $100 billion deal between OpenAI and Nvidia $NVDA have stalled. Nvidia's Jensen Huang has reportedly "privately criticized" OpenAI's business strategy. https://t.co/Ebf6OqDdJk BREAKING: Talks over a $100 billion deal between OpenAI and Nvidia $NVDA have stalled. Nvidia's Jensen Huang has reportedly "privately criticized" OpenAI's business strategy. https://t.co/Ebf6OqDdJk"
[X Link](https://x.com/MikeLongTerm/status/2018779328151236729) 2026-02-03T20:11Z 21.4K followers, 24.8K engagements
"BREAKING $AMD All PT This Morning✅ Rayman James $377 Outperform Rating KeyBance $300 Overweight Rating Truist $283 Buy Rating Evercore ISI $328Outperform Rating Mizuho $275 Outperform Rating Morgan Stanley $255 Equal Rating Will Update more PT later throughout the day Just In $AMD Q4 [----] Full Earning Call 🚨🚨🚨 Dr. @LisaSu 🐐🗣 No delay on H2 [----] Helios Rack. On track Testing Helios Racks with customers is going very well Record EPYC sale FCF doubled YOY 34% YOY revenue growth Data Center increased 39% SERVER SHARE GAIN :)) $INTC https://t.co/UBmwSW6X4i Just In $AMD Q4 [----] Full Earning"
[X Link](https://x.com/MikeLongTerm/status/2019023322063999143) 2026-02-04T12:20Z 21.3K followers, 19.4K engagements
"@LisaSu $AMD $5Trillion MC is Inevitable Long Term🧵 https://x.com/MikeLongTerm/status/1977501244399681891 $AMD $5Trillion MC is Inevitable Long Term🧵 Context: I projected @AMD FY [----] Revenue to be $55B-$62B back in September in the thread "$AMD is a $620 stock by [----] 🧵" I believe I was too conservative and FY [----] may hit $70-$100B if $TSM executed on its expansion strategy https://t.co/oxKGJcdBX8 https://x.com/MikeLongTerm/status/1977501244399681891 $AMD $5Trillion MC is Inevitable Long Term🧵 Context: I projected @AMD FY [----] Revenue to be $55B-$62B back in September in the thread"
[X Link](https://x.com/MikeLongTerm/status/2019044298298474860) 2026-02-04T13:44Z 21.3K followers, [----] engagements
"BREAKING $HIMS Launches Multi-Cancer Early Detection Testing 🚀🚀🚀 Hims & Hers Launches Multi-Cancer Early Detection Testing Connecting Customers to Cutting-Edge Proactive Care SAN FRANCISCO--(BUSINESS WIRE)--Today Hims & Hers Health Inc. (NYSE: HIMS) the leading digital health and wellness platform launched access to the Hims & Hers Multi-Cancer Test by Galleri a simple cancer screening blood test that can detect a signal for 50+ types of cancer even before symptoms appear1. This multi-cancer early detection (MCED) test combines Hims & Hers scale with GRAILs innovative cancer screening"
[X Link](https://x.com/MikeLongTerm/status/2019048763789058427) 2026-02-04T14:01Z 21.4K followers, 13.5K engagements
"BREAKING $GOOGL CapEx Chart 🚨🚨🚨 @Google BREAKING $GOOGL Earning Result 🚨🚨🚨 @Google Revenue $113.8B vs $111.32B EPS $2.82 vs $2.63 est AI CapEx is $175-$185B https://t.co/O1is0BXrbl BREAKING $GOOGL Earning Result 🚨🚨🚨 @Google Revenue $113.8B vs $111.32B EPS $2.82 vs $2.63 est AI CapEx is $175-$185B https://t.co/O1is0BXrbl"
[X Link](https://x.com/MikeLongTerm/status/2019162345780478331) 2026-02-04T21:33Z 21.3K followers, [----] engagements
"BREAKING $AMD & Evercore ISI comment✅ Evercore ISI: Reaffirmed Outperform. Raised price target to $328 (from prior levels). Called the pullback a clear "buy on weakness." Emphasized management's strong conviction in 60% data center revenue growth for [----] with [--] of the top [--] hyperscalers using AMD GPUs increasing purchase commitments and multiple multi-year deployments in discussion. Views AI franchise scaling broadly. BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 [----] ER H2 [----] is ON TRACK "We are seeing acceleration in the last 60-90 days" Demand Order pattern Top customers are"
[X Link](https://x.com/MikeLongTerm/status/2019166776509047073) 2026-02-04T21:50Z 21.3K followers, [----] engagements
"$QQQ $SPY $DIA Commodities are getting clapped. That is all you need to know. It is planned. Not Financial Advice"
[X Link](https://x.com/MikeLongTerm/status/2019291698476793997) 2026-02-05T06:07Z 21.5K followers, [----] engagements
"@amitisinvesting Commodities will need to go down for market to climb wall of worries comfortably"
[X Link](https://x.com/MikeLongTerm/status/2019410053481345242) 2026-02-05T13:57Z 21.3K followers, [----] engagements
"BREAKING $HIMS EXPANDs Weight Loss🚀🚀🚀 Hims & Hers Expands Personalized Weight Loss Portfolio with Access to Compounded Semaglutide Pills Starting at $49/Month* SAN FRANCISCO--(BUSINESS WIRE)--Hims & Hers Health Inc. (Hims & Hers NYSE: HIMS) the leading health and wellness platform today announced an expansion of its weight loss specialty by enabling providers to prescribe a Compounded Semaglutide Pill with the same active ingredient as Wegovy**. This needle-free treatment joins a full suite of weight loss solutions designed to meet the specific needs and preferences of individual"
[X Link](https://x.com/MikeLongTerm/status/2019411667897995445) 2026-02-05T14:03Z 21.3K followers, [----] engagements
"BREAKING $AMD Barclays $300 PT BUY Rating✅ Barclays analyst Thomas O'Malley maintains a Buy rating on @AMD stock with Price Target $300 BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 [----] ER H2 [----] is ON TRACK "We are seeing acceleration in the last 60-90 days" Demand Order pattern Top customers are ORDERING/RAMPING quickly $NVDA $AMD on @OpenAI AMD is lowest cost on Inference. Great https://t.co/TalLsz76iw BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 [----] ER H2 [----] is ON TRACK "We are seeing acceleration in the last 60-90 days" Demand Order pattern Top customers are ORDERING/RAMPING"
[X Link](https://x.com/MikeLongTerm/status/2019417981378593163) 2026-02-05T14:29Z 21.3K followers, [----] engagements
"@AMD Thomas O'Malley-Barclays Analysts $AMD"
[X Link](https://x.com/MikeLongTerm/status/2019418526579400886) 2026-02-05T14:31Z 21.3K followers, [---] engagements
"@jukan05 No. Bitcoin/ETH should always be viewed as a hedge for younger people against fiat And Inflation is heading down so that is that"
[X Link](https://x.com/MikeLongTerm/status/2019437171103658061) 2026-02-05T15:45Z 21.3K followers, [---] engagements
"$PLTR $AMD $TSLA $XYZ $GRAB $HIMS $QQQ $SPY $DIA TLDR: know what you own At least my followers were warned ahead of time. On average Stocks do go down randomly even they double to triple beat on earning. It is essential to focus only on Fundamental. Day or week like this will be testing your high conviction thesis. I talked about commodities rallying was a concern and it is now in a massive correction. Even the sp500 has to go down 15-20% to get commodities clapped it would be justified. We do not want a repeat of 2020-2022 type of rallies. Peter Lynch consistently emphasized focusing on the"
[X Link](https://x.com/MikeLongTerm/status/2019440771393331342) 2026-02-05T15:59Z 21.3K followers, [----] engagements
"$GRAB FiCO/GrabFin Analysis 🧵 Context: It is critical to build a FICO system in SEA to service current 46m customers +15m drivers/merchants partners and soon to service 700m+ population or 5B when fully expanded to "bottom of pyramid" concept. More data will enable smoother lending and higher revenue and profit margin. Large businesses that want to do business in SEA will also have to pay Grab for FICO data similar to how $FICO collects royalty fee or $500m per quarter. FICO has B2C and B2C revenue potentials. Grab Southeast Asia's leading AI SuperApp has recently announced a significant"
[X Link](https://x.com/MikeLongTerm/status/2019505471627952157) 2026-02-05T20:16Z 21.6K followers, [----] engagements
"$QQQ $SPY $DIA When we return to "normal market" Not Financial Advice"
[X Link](https://x.com/MikeLongTerm/status/2019513613296484620) 2026-02-05T20:49Z 21.6K followers, [----] engagements
"BREAKING $AMZN CapEx 🚀 @amazon $200B vs $146.11B CapEx now slowing down. Confirmed BREAKING $AMZN Q4 [----] Earning Report🚨🚨🚨 Revenue $213.4B vs $211.44B est EPS $1.95 vs $1.97 est https://t.co/Gr3YGfuFHr BREAKING $AMZN Q4 [----] Earning Report🚨🚨🚨 Revenue $213.4B vs $211.44B est EPS $1.95 vs $1.97 est https://t.co/Gr3YGfuFHr"
[X Link](https://x.com/MikeLongTerm/status/2019518383541350800) 2026-02-05T21:07Z 21.3K followers, [----] engagements
"BREAKING $AMZN Q4 [----] Full Earning Call✅ "The faster we install chips the quicker we can monetize"= AI Bubble is nonsense "The majority of AI long term will mostly be Inference" $AMD 🚀🚀🚀 "AI gonna be with thousands and thousands of companies over time" "Very good relationship with @OpenAI" "Quick Commerce is acclerating Growth Fast like in India" 🚀 $GRAB is doing this in SEA Net sales increased 14% to $213.4 billion in the fourth quarter compared with $187.8 billion in fourth quarter [----]. Excluding the $2.8 billion favorable impact from year-over-year changes in foreign exchange rates"
[X Link](https://x.com/MikeLongTerm/status/2019547477179863426) 2026-02-05T23:03Z 21.4K followers, [----] engagements
"@2mike55 from 2000-2006 they said Cloud would mature and slow in 2010-2011. But here we are moving to the next level and growing the fastest into AI Cloud AMD is the winner long long term"
[X Link](https://x.com/MikeLongTerm/status/2019548519841792300) 2026-02-05T23:07Z 21.3K followers, [--] engagements
"$QQQ $SPY $DIA $PLTR $TSLA $AMD $GRAB $XYZ $HIMS Silver $ETH Only $25-$30 more to go. For some may be just skip the stock market for a month then come back. This is healthy. We will be fine. Earning are solid CapEx are solid I will let subscribers know when I be accumulate silver again. Not Financial Advice $AMD $PLTR $TSLA $GRAB $XYZ $HIMS $AMZN $GOOGL $META $MSFT $NVDA $TSM Did you buy the dip What did you buy Comment down below $AMD $PLTR $TSLA $GRAB $XYZ $HIMS $AMZN $GOOGL $META $MSFT $NVDA $TSM Did you buy the dip What did you buy Comment down below"
[X Link](https://x.com/MikeLongTerm/status/2019571670478897426) 2026-02-06T00:39Z 21.3K followers, [----] engagements
"$NVDA Jensen Huang at Cisco AI Summit Full 🎙 $AMD $TSM $AVGO Cisco AI Summit Chuck Robbins Chair & CEO of Cisco and Jensen Huang Founder President & CEO of @NVIDIA sit down for an exclusive fireside chat offering a rare unfiltered look into the future of intelligence infrastructure and the global shift that is redefining every industry on the planet. Source & Credit: Cisco https://www.youtube.com/watchv=6fbyiPRhMSs BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC https://t.co/MhvDSpEvPX"
[X Link](https://x.com/MikeLongTerm/status/2019604552597553551) 2026-02-06T02:50Z 21.3K followers, [----] engagements
"$AMD All Price Target after Q4 [--] Earning ✅ Rayman James- $365 Outperform Wells Fargo- $345 Overweight/BUY HSBC- $335 BUY Evercire ISI- $328 Outperform KeyBanc- $300 Overweight/BUY Rosenblatt- $300 BUY Baird- $300 Outperform Wedbush- $290 Outperform Susquehanna- $300 BUY Bank of America-$280 BUY TD Cowen- $290 BUY Truist Financial- $283 BUY UBS- $310 BUY Mizuho- $275 BUY Benchmark- $325 BUY Loop Capital- $310 BUY Cantor Fitzgerald- $350 Overweight Stifel- $280 BUY $AMD False Narrative vs Facts 🧵 [--]. Before I go in to the full thread I want to post some facts first: Q4 [----] ER Revenue $10.27B"
[X Link](https://x.com/MikeLongTerm/status/2019759925811949729) 2026-02-06T13:07Z 21.5K followers, 48.7K engagements
"BREAKING $NVDA CEO Jensen New🎙 on CNBC $AMD $TSM $AVGO @OpenAI @AnthropicAI 🚨 "AI is going to Fundamentally change how we compute everything"- Jensen Huang OpenAI Anthropic are so compute constraint 7-8 years or more AI infrastructure buildout Source & Credit: CNBC BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 [----] ER H2 [----] is ON TRACK "We are seeing acceleration in the last 60-90 days" Demand Order pattern Top customers are ORDERING/RAMPING quickly $NVDA $AMD on @OpenAI AMD is lowest cost on Inference. Great https://t.co/TalLsz76iw BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 2025"
[X Link](https://x.com/MikeLongTerm/status/2019830916617761261) 2026-02-06T17:49Z 21.3K followers, 15.2K engagements
"$QQQ $SPY $DIA $PLTR $TSLA $AMD $XYZ $HIMS $GRAB $AMZN $META $GOOGL $MSFT. Lots of people blew up their accounts in the last 4-8 weeks. I don't offer Financial Advice but I hope it was helpful Margin and short-term calls are not your friend Especially when commodities started rallying violently from September [----] I was also accused of getting paid writing about companies I own for years. I understand the sentiment and how painful it was to look at your portfolio. But I do own these companies and I never got paid. If you know how I can get paid from these companies pls let me know Will"
[X Link](https://x.com/MikeLongTerm/status/2019833888411918580) 2026-02-06T18:01Z 21.5K followers, [----] engagements
"13F Filing- AustralianSuper Pty on $AMD"
[X Link](https://x.com/MikeLongTerm/status/2019874191013482686) 2026-02-06T20:41Z 21.3K followers, [----] engagements
"$HIMS @AndrewDudum Focus on the Mission Not Financial Advice Video credit: Madhouse & Shingo Natsume & Shinpei Nagai Today were taking another step in making it easy to get proactive about your health. Introducing the Hims & Hers Multi-Cancer Test by Galleri. By combining innovation from @GrailBio and the ease of our platform were giving you a way to screen for a signal for 50+ types of https://t.co/chivKtReUy Today were taking another step in making it easy to get proactive about your health. Introducing the Hims & Hers Multi-Cancer Test by Galleri. By combining innovation from @GrailBio and"
[X Link](https://x.com/MikeLongTerm/status/2019972866016501994) 2026-02-07T03:13Z 21.3K followers, [----] engagements
"@CMDarnton0 $HIMS will be fine. Strive Pharmacy is 503A pharmacy. A federal judge dismissed one Lilly lawsuit against Strive before. This will mostly impact how the Ads going to run from here. NFA"
[X Link](https://x.com/MikeLongTerm/status/2019975884627755282) 2026-02-07T03:25Z 21.3K followers, [----] engagements
"$AMD is a [---] Trillion by FY2027 on TTM P/FCF 🧵 Bears are not ready for FY2026 FCF CASH is KING and FCF beat the Sexist Narrative It is going to be $15B at minimum(TTM FY2026) I'm going to use Forward TTM P/FCF Base case: $25B TTM FCF FY [----] 55x= $1.375 Trillion Bull case: $30B TTM FCF FY2027 60x= $1.8 Trillion Bear Case: $20B TTM FCF FY2027 50x= $1 Trillion Not Financial Advice BREAKING $AMD HOLY 🐮$200m BUY🚀🚀🚀 13F Filing- AustralianSuper Pty($250B Fund) started a MASSIVE brandnew position on @AMD with [------] shares or $200000000 in [--] press BUY The FOMO in UNREAL I told you institutions"
[X Link](https://x.com/MikeLongTerm/status/2019982878839296286) 2026-02-07T03:53Z 21.5K followers, 11.4K engagements
"@himshouse @edwrdmoreno $HIMS will be fine. Strive Pharmacy is licensed 503A pharmacy. A federal judge dismissed one Lilly lawsuit against Strive before. This will mostly impact how the $HIMS Ads going to run from here. NFA"
[X Link](https://x.com/MikeLongTerm/status/2019987086670250270) 2026-02-07T04:10Z 21.4K followers, [---] engagements
"$GRAB & D .E Shaw & Co($180B Fund) 📶 I think D.E Shaw is going to be the top [--] shareholders and potentially surpassing @BlackRock with [---------] shares or even #1 from @MorganStanley with [---------] shares(Excluding non-institutional owners) Some interesting context: D.E. Shaw & Co. is a pioneer in quantitative and systematic investing known for blending advanced computational models with rigorous human-driven research. While originally famous as a "quant king" D.E. Shaw does have an activist arm led by Quentin Koffey (former Elliott Management PM) and when they take activist positions"
[X Link](https://x.com/MikeLongTerm/status/2019990451768398170) 2026-02-07T04:23Z 21.6K followers, [----] engagements
"$HIMS if this SI flips to 10-20m shares in next few weeks from ATH or [--------] shares shorted or 40% float. That would mean Well Play bears Not Financial Advice $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9 $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9"
[X Link](https://x.com/MikeLongTerm/status/2020224241996542218) 2026-02-07T19:52Z 21.4K followers, [----] engagements
"@SteveUrkelDude $PLTR did fine with Dr. Karp 🤔"
[X Link](https://x.com/MikeLongTerm/status/2020245569227354157) 2026-02-07T21:17Z 21.4K followers, [----] engagements
"The end of this drama "We fought the big pharma until regulators told us to stop" Pr This is giving $HIMS attention x1000 more than normal ads. Consumers are smart these days they look for alternative that are as safe but at a much lower price. That is how $AMZN and these Giant businesses have done so well because they fight for customers first. https://twitter.com/i/web/status/2020262086819926477 https://twitter.com/i/web/status/2020262086819926477"
[X Link](https://x.com/MikeLongTerm/status/2020262086819926477) 2026-02-07T22:23Z 21.4K followers, [----] engagements
"$WMT $COST $AMD $NVDA $TSM $PLTR $TSLA. Everyone is asking why $WMT and $COST are trading at much higher multiple than AI stocks that are growing much much faster. You may not like the answer and even myself dont think it is justified but that is where we are. That is why Legend/Contrarian investors like Howard Marks or Stanley Druckenmiller or Ray Dalio are heavily allocated in Emerging Economies like in Southeast Asia(Much cheaper valuation) The answer is predictable FCF. Until the rest of hypergrowth companies FCF become more predictable it will continue to be volatile depending on the"
[X Link](https://x.com/MikeLongTerm/status/2020265970548486568) 2026-02-07T22:38Z 21.4K followers, [----] engagements
"@SteveUrkelDude $TSLA did fine with Elon 🤔"
[X Link](https://x.com/MikeLongTerm/status/2020282316762017991) 2026-02-07T23:43Z 21.4K followers, [---] engagements
"$QQQ $SPY $DIA Commodities trend is changing But it is not over yet but it should be more stable from now. Really difficult to "run it hot" if commodities were rising like mid-late Jan [----]. Now you know why we need new Fed Chair Kevin Warsh. FFR will go down a lot by year end and [----]. Don't be too bearish. Don't fight the FED. Not Financial Advice The next 3-6 months: [--]. Most should get out short-term calls. [--]. And reduce your margin or get rid of it. Not Financial Advice. The next 3-6 months: [--]. Most should get out short-term calls. [--]. And reduce your margin or get rid of it. Not Financial"
[X Link](https://x.com/MikeLongTerm/status/2020300090464763990) 2026-02-08T00:54Z 21.4K followers, [----] engagements
"@Unravel_2000 @nikoliasgoninus $HIMS will be fine profitable fcf+ and investors are willing to do convertible note at 0% interest in exchange for equity"
[X Link](https://x.com/MikeLongTerm/status/2020320874088304972) 2026-02-08T02:16Z 21.4K followers, [---] engagements
"@MHJCAT yea and the catalyst was posted [--] hours ago. Stock will bounce"
[X Link](https://x.com/MikeLongTerm/status/2020335672880689274) 2026-02-08T03:15Z 21.4K followers, [----] engagements
"$HIMS 🐣 vs 🦖 Everyone is searching a tiny company named HIMS and the drama where Strive Pharmacy licensed 503A compounding pharmacy is making the weight loss drug at lower price. A platform with a tiny $5B market cap trying to save $100 a month so consumers get to lose weight and live longer. Not just weight loss but trying to save consumers money from sexual health hair loss treatment mental health skin care and many others. The little guy trying to save money for consumers from big Pharma. If $HIMS products didn't work how did they grew from [--] to 119k paid subscribers from [----] to 2018"
[X Link](https://x.com/MikeLongTerm/status/2020358868522422335) 2026-02-08T04:47Z 21.5K followers, 75.3K engagements
"@lnsdarno @PalantirTech I dont sell winner like $PLTR"
[X Link](https://x.com/MikeLongTerm/status/2020565635390968131) 2026-02-08T18:29Z 21.4K followers, [--] engagements
"$AAPL Translation AI is the most profound opportunity so we won't spend on it Apple $AAPL had an internal all-hands meeting this week . This is what CEO Tim Cook told employees about AI and Apple's role in it: "AI is one of the most profound opportunities of our entire lifetime. I truly believe there is no company better positioned to let our customers https://t.co/S2uiIITkq5 Apple $AAPL had an internal all-hands meeting this week . This is what CEO Tim Cook told employees about AI and Apple's role in it: "AI is one of the most profound opportunities of our entire lifetime. I truly believe"
[X Link](https://x.com/MikeLongTerm/status/2020596874391249304) 2026-02-08T20:33Z 21.4K followers, [----] engagements
"@jassingh1234567 @AMD I dont use App. Just mostly 13f-q and website financial reports or transcript. There are some good website like FiscalAI to see chart and comp but they do charge money"
[X Link](https://x.com/MikeLongTerm/status/2020688025110364653) 2026-02-09T02:35Z 21.4K followers, [--] engagements
"$qqq $spy $dia Liquidity is coming from the Fed what does this mean for commodities Are they going to enter phase [--] rally or fade away We wont see those cash-like positions moving until the trend is clear. I think Kevin Warsh won a battle but the war is not over. Would love the certainty but how would I buy stocks at a bargin with certainty I'm ready for tomorrow Not Financial Advice https://twitter.com/i/web/status/2020722172801454086 https://twitter.com/i/web/status/2020722172801454086"
[X Link](https://x.com/MikeLongTerm/status/2020722172801454086) 2026-02-09T04:51Z 21.5K followers, [----] engagements
"@eliant_capital It is bullish but still have to tame commodities from this rally"
[X Link](https://x.com/MikeLongTerm/status/2020839799415030020) 2026-02-09T12:38Z 21.4K followers, [---] engagements
"@YOKi_SGN @D3GSolutions They wont win for [---] days damage. But they are seeking to stop not just $HIMS but all others to sell compounded weight loss which will result in a loss like when $LLY sued Strive Pharmacy and failed"
[X Link](https://x.com/MikeLongTerm/status/2020845789246075018) 2026-02-09T13:02Z 21.5K followers, [---] engagements
"@Mr_Derivatives at $18 $HIMS is trading at 1.86x P/S 79% average growth last [--] years. less than 2x P/S is typical for mature business with no growth or declining revenue with declining margin which is not the case here. NFA"
[X Link](https://x.com/MikeLongTerm/status/2020859666851365000) 2026-02-09T13:57Z 21.5K followers, [----] engagements
"$HIMS $NVO $LLY @strivepharmacy European company suing American company to keep price higher. Strive Pharmacy is also taking action is taking action This will have larger impact on overall compounded medicines not just $HIMS or Strive. We will see how this results in court. Last year A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta (non-binding comments that nevertheless can inform other courts) he cast doubt on the company's entire legal theory. Big Pharma been suing around for months and years to keep monopoly."
[X Link](https://x.com/MikeLongTerm/status/2020861541420069284) 2026-02-09T14:05Z 21.5K followers, 10K engagements
"$LLY sued Strive Pharmacy- $HIMS and failed. Strive is suing $LLY and $NVO back for anti-competitive practice A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful. $NVO will fail this lawsuit https://twitter.com/i/web/status/2020863134882267317 https://twitter.com/i/web/status/2020863134882267317"
[X Link](https://x.com/MikeLongTerm/status/2020863134882267317) 2026-02-09T14:11Z 21.5K followers, [----] engagements
"A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful"
[X Link](https://x.com/MikeLongTerm/status/2020863342580002874) 2026-02-09T14:12Z 21.5K followers, [----] engagements
"@DivesTech $ADBE is better @DivesTech. Highest FCF Margin Lowest SBC. @Adobe also did the most buyback"
[X Link](https://x.com/MikeLongTerm/status/2020866589340381351) 2026-02-09T14:25Z 21.5K followers, [----] engagements
"Strive vs $LLY last year A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful. https://twitter.com/i/web/status/2020867815591330301 https://twitter.com/i/web/status/2020867815591330301"
[X Link](https://x.com/MikeLongTerm/status/2020867815591330301) 2026-02-09T14:30Z 21.5K followers, [----] engagements
"$HIMS Short sellers are getting GREEDY 🚨🚨🚨 Context: Strive Pharmacy is a primary compounding partner for Hims & Hers Health Inc. (HIMS) specifically manufacturing specialized formulations for their weight-loss and telehealth portfolio I found it interesting that short sellers wouldn't take this opportunity to take profit on this FUD. $LLY sued Strive Pharma and a Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote"
[X Link](https://x.com/MikeLongTerm/status/2020873118781194362) 2026-02-09T14:51Z 21.6K followers, 14.1K engagements
"BREAKING $GRAB Top Leader in BNPL🚨🚨🚨 Industry reports position Grab PayLater as a top leader in SEA's BNPL space. Platform-embedded BNPL (tied to super apps and e-commerce) dominates the region and Grab is frequently highlighted as a primary access point for consumers in Southeast Asia. Reports note that large ecosystems like Grab PayLater. Context: BNPL was very small part of SEA economy but grew exceeding $50B in volume. Experts expect BNPL to accelerate $GRAB Monthly and Daily Transacting Users in [----]. While exact standalone PayLater user numbers aren't publicly broken out in recent"
[X Link](https://x.com/MikeLongTerm/status/2020877266612297932) 2026-02-09T15:07Z 21.6K followers, [----] engagements
"@smaugizbored @investingluc $NVO and $LLY are getting greedy and that will not end well"
[X Link](https://x.com/MikeLongTerm/status/2020877928335118538) 2026-02-09T15:10Z 21.5K followers, [---] engagements
"@DeepIceValue $UNH $NVO went down because of Fundamental weakening. $HIMS went down because of short sellers and emotional retail investors. Fundamental is rock solid and gaining shares. $HIMS is a tiny company"
[X Link](https://x.com/MikeLongTerm/status/2020885586165256277) 2026-02-09T15:40Z 21.6K followers, [---] engagements
"1. Strive Pharmacy is a licensed 503A compounding pharmacy. [--]. Compounded versions of drugs been around for decades under FDA rules and it was declared shortages. [--]. $HIMS halted the pill offering in just [--] days [--]. This isn't years of lawsuits. $LLY sued Strive Pharma and a Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful.(2025) [--]. Yes FDA can"
[X Link](https://x.com/MikeLongTerm/status/2020893275796734343) 2026-02-09T16:11Z 21.6K followers, [----] engagements
"13F Filing - Life Cycle Investment Partners on $PLTR"
[X Link](https://x.com/MikeLongTerm/status/2020914203138105712) 2026-02-09T17:34Z 21.6K followers, [----] engagements
"Just In🚨 $PLTR 13F Filing- Mediolanum International Funds($10B Fund) increased @PalantirTech position by 18.74% or [-----] shares. Total holding: [------] shares BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with [------] shares "Dumb money" Has been the biggest sellers in this recent selloff The game hasn't changed with "Smart money" https://t.co/iYb6sRSuPH BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with 605074"
[X Link](https://x.com/MikeLongTerm/status/2020944230932197876) 2026-02-09T19:33Z 21.6K followers, [----] engagements
"13F Filing- Mediolanum International Funds on $PLTR"
[X Link](https://x.com/MikeLongTerm/status/2020944235382571492) 2026-02-09T19:33Z 21.6K followers, [---] engagements
"$WMT Valuation 🧐 Bloomberg CNBC Contributors are hyping up @Walmart like the next $NVDA. Walmart carries a trailing P/E ratio of approximately [-----] and a forward P/E ratio of approximately [-----]. In Howard Marks memo "The Calculus of Value" (August 2025) Marks notes that high valuations presage low subsequent returns and vice versa Marks' view is that buying reliable stocks like Walmart at high valuations tends to result in below-average long-term returns And yes institutions are overpaying for safety right now. Not Financial Advice $WMT Congratz to all Shareholders ✅ @Walmart just hit $1"
[X Link](https://x.com/MikeLongTerm/status/2020949195021042041) 2026-02-09T19:53Z 21.5K followers, [----] engagements
"BREAKING $HIMS $40 PT @MorganStanley 🚨 $MS reiterates $HIMS $40 PT with Equalweight Rating. Cited: $49 compounded semaglutide offering removed Morgan Stanley analysts highlighted a significant deceleration in growth forecasting revenue to slow to 17% in [----] and 15% in [----] which is below broader consensus estimates. The firm expects the mens sexual health business to be a drag on growth through the first half of [----] due to subscription plan shifts and increased price competition. $HIMS Adjustment on Growth toward 2030🧵 Not Financial Advice FY2025: Revenue: $2.35B or 58% YoY (weightloss"
[X Link](https://x.com/MikeLongTerm/status/2020955797044293886) 2026-02-09T20:19Z 21.6K followers, 19.3K engagements
"$GRAB Intrinsic Value DCF Focus 🧵 https://x.com/MikeLongTerm/status/2012954922203881733 $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and precisely where they misunderstood the business. I will also exclude $GOTO mobility/delivery acquisition for an https://t.co/135VbS8CFA https://x.com/MikeLongTerm/status/2012954922203881733 $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and"
[X Link](https://x.com/MikeLongTerm/status/2020959760888234494) 2026-02-09T20:35Z 21.6K followers, [----] engagements
"BREAKING $META & $408m Purchase🚨🚨🚨 13F Filing- Life Cycle Investment Partners($15B Fund) started a brandnew position on @Meta with [------] shares BREAKING $META All Price Target Today 🚀🚀🚀 $AMD $NVDA Jefferies: Raised to $1000 from $910 (Buy rating) Rosenblatt: Raised to $1144 (high-end target Buy rating; noted as the highest overall) BofA (Bank of America): Raised to $885 from $810 (Buy) Piper Sandler: https://t.co/n3NmTFhQoc BREAKING $META All Price Target Today 🚀🚀🚀 $AMD $NVDA Jefferies: Raised to $1000 from $910 (Buy rating) Rosenblatt: Raised to $1144 (high-end target Buy rating;"
[X Link](https://x.com/MikeLongTerm/status/2020981054576701716) 2026-02-09T22:00Z 21.6K followers, [----] engagements
"$NOW SBC I knew when I want to issue SBC and be cool like Bill Belief is the ultimate force multiplier. When leaders believe in their team with purpose and heart. people run faster think bigger and RISE together 🤝❤ #MondayMotivation https://t.co/DkU9ob5KI5 Belief is the ultimate force multiplier. When leaders believe in their team with purpose and heart. people run faster think bigger and RISE together 🤝❤ #MondayMotivation https://t.co/DkU9ob5KI5"
[X Link](https://x.com/MikeLongTerm/status/2021043742090678538) 2026-02-10T02:09Z 21.6K followers, [----] engagements
"I love it when bears claimed bubble [---] times a year and still got tons of engagement. Clearly Fear is so easy to sell. I bet you most of them can't even do DCF. Or even read 10k-q. It is that sad"
[X Link](https://x.com/MikeLongTerm/status/2021051686245236820) 2026-02-10T02:40Z 21.6K followers, [----] engagements
"BREAKING $TSM $AMD $TSM Jan Rev came in $401.6B Taiwan dollar or $12.73B. up 20% QoQ or 37% YoY $AMD is $1.4 Trillion Market Cap FY2027 🧵 FCF Generation model/projection Not Financial Advice AMD's free cash flow generation is poised for robust growth over the next [--] years (especially from H2 2026) driven by accelerating data center momentum particularly from the ramp https://t.co/LZOJC4tRXA $AMD is $1.4 Trillion Market Cap FY2027 🧵 FCF Generation model/projection Not Financial Advice AMD's free cash flow generation is poised for robust growth over the next [--] years (especially from H2 2026)"
[X Link](https://x.com/MikeLongTerm/status/2021190043570737609) 2026-02-10T11:50Z 21.6K followers, [----] engagements
"@Unravel_2000 It will happen $GRAB is thinking about it but these presidents are asking for it as favor"
[X Link](https://x.com/MikeLongTerm/status/2021268378938200330) 2026-02-10T17:01Z 21.6K followers, [---] engagements
"@noobking42069 @grok @eliano @PalantirTech @grok. I demand $10 of compensation Grok https://www.sec.gov/Archives/edgar/data/1374170/000137417026000012/0001374170-26-000012-index.htm https://www.sec.gov/Archives/edgar/data/1374170/000137417026000012/0001374170-26-000012-index.htm"
[X Link](https://x.com/MikeLongTerm/status/2021350972019413208) 2026-02-10T22:30Z 21.5K followers, [--] engagements
"@grok @noobking42069 @eliano @PalantirTech Ok @grok i will take $100 do u need my @CashApp"
[X Link](https://x.com/MikeLongTerm/status/2021351586765865060) 2026-02-10T22:32Z 21.5K followers, [--] engagements
"@grok @noobking42069 @eliano @PalantirTech @CashApp but you @grok and @noobking42069 hurt my feeling. So I will only take $150 this time"
[X Link](https://x.com/MikeLongTerm/status/2021352117802582094) 2026-02-10T22:34Z 21.5K followers, [--] engagements
"BREAKING $HOOD @BlackRock BOUGHT🚨🚨🚨 13F Filing- BlackRock Inc($15Trillion Fund) bought [-------] @RobinhoodApp shares. Bring Total to: [--------] Shares https://www.sec.gov/Archives/edgar/data/2012383/000201238326000920/0002012383-26-000920-index.htm BREAKING $HOOD Massive 10.6m shares BUY🚨 @amitisinvesting 13F Filing- @NorgesBank ($2 Trillion Fund) started a massive brandnew position on @RobinhoodApp with [--------] shares or $1.2B. https://t.co/czYAzLxCo1 https://www.sec.gov/Archives/edgar/data/2012383/000201238326000920/0002012383-26-000920-index.htm BREAKING $HOOD Massive 10.6m shares BUY🚨"
[X Link](https://x.com/MikeLongTerm/status/2022023130873573551) 2026-02-12T19:00Z 21.7K followers, [----] engagements
"BREAKING $AMD $33m BUY 🚨🚨🚨 13F Filing- Saturna Capital CORP($10B Fund) bought [------] @AMD shares. Total Holding: [------] shares BREAKING $AMD HOLY🐮@BlackRock Bought🚨 13F Filing- Black Rock Inc($15 Trillion Fund) bought [--------] @AMD shares or $2.3B Buy the Dip Bring Total to: [---------] Shares J-Curve is just getting started for AMD https://t.co/On8b0Infdq BREAKING $AMD HOLY🐮@BlackRock Bought🚨 13F Filing- Black Rock Inc($15 Trillion Fund) bought [--------] @AMD shares or $2.3B Buy the Dip Bring Total to: [---------] Shares J-Curve is just getting started for AMD https://t.co/On8b0Infdq"
[X Link](https://x.com/MikeLongTerm/status/2022287817016008859) 2026-02-13T12:32Z 21.7K followers, [----] engagements
"Too many retail investors are chasing businesses that dilute you QoQ YoY. Most will learn it the hardway medium- long term. I love businesses that returning back some capital to shareholder with Buy Back from strong FCF generation. Not Financial Advice"
[X Link](https://x.com/MikeLongTerm/status/2022296636995592445) 2026-02-13T13:07Z 21.7K followers, [----] engagements
"BREAKING $GOOGL Q4 [----] Full Earning Call🚨 @Google Revenue: $113.8 billion up 18% year-over-year (YoY) surpassing analyst estimates of around $111.3$111.4 billion. Earnings Per Share (EPS): $2.82 (adjusted/GAAP) up from $2.15 in Q4 [----] beating expectations of $2.63$2.64. Net Income: Approximately $34.5 billion up 30% YoY. Google Cloud: A major driver of growth with revenue surging 48% to $17.7 billion (well above expectations of $16.2 billion) reflecting strong demand for AI and cloud services. Revenue exceeded $400 billion for the first time (around $402.8 billion up 15% YoY). Full-year"
[X Link](https://x.com/MikeLongTerm/status/2019177492548894904) 2026-02-04T22:33Z 21.7K followers, [----] engagements
"BREAKING @PalantirTech 🚨🚨🚨 $PLTR has received an upgrade from Daiwa moving from a Neutral to a Buy rating. $180 PT BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with [------] shares "Dumb money" Has been the biggest sellers in this recent selloff The game hasn't changed with "Smart money" https://t.co/iYb6sRSuPH BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with [------] shares "Dumb money" Has been the biggest"
[X Link](https://x.com/MikeLongTerm/status/2021193183867048380) 2026-02-10T12:03Z 21.7K followers, 56.9K engagements
"BREAKING @PalantirTech $45m BUY 🚀🚀🚀 13F Filing- National Pension Service($900B South Korea largest pension Fund) bought [------] $PLTR shares. Total Holding: [-------] Shares. Well looks like Korean folks gonna retire nicely here. BREAKING @PalantirTech 🚨🚨🚨 $PLTR has received an upgrade from Daiwa moving from a Neutral to a Buy rating. $180 PT https://t.co/15uIGQUn7t BREAKING @PalantirTech 🚨🚨🚨 $PLTR has received an upgrade from Daiwa moving from a Neutral to a Buy rating. $180 PT https://t.co/15uIGQUn7t"
[X Link](https://x.com/MikeLongTerm/status/2021217528131768541) 2026-02-10T13:39Z 21.7K followers, 4.8M engagements
"BREAKING $GRAB Q4 Earning Result 🚨🚨🚨 Revenue $906m EPS $0.00 . in Q4 [----] Free Cash Flow rose 78% YoY to $. New $ program Loan portfolio hit $1.18B Cash liquidity still $7.4B CEO We exited [----] with a record fourth quarter delivering our first full year of net profit and crossing [--] million Monthly Transacting Users said Anthony Tan Group Chief Executive Officer and Co-Founder of Grab. CFO We delivered another record full year Adjusted Free Cash Flow through disciplined cost management and strengthened unit economics solidifying our liquidity position and validating our long-term strategy"
[X Link](https://x.com/MikeLongTerm/status/2021708835786805504) 2026-02-11T22:12Z 21.7K followers, 30.1K engagements
"BREAKING $AMZN 1.5m Shares BOUGHT🚨🚨🚨 13F Filing- Primecap Management($140B Fund) Bought [-------] @amazon Shares. Bring Total to: [--------] shares $AMZN @amazon Valuation ✅ Starting from $715B in [----] 15% YoY: 2026: Revenue $822B EPS: $11.24 Forward P/E 35x= $393.4 2027: Revenue $946B EPS: $13 Forward P/E 35x= $455 2028: Revenue $1.09T EPS: $15 Forward P/E 35x= $525 2029: Revenue $1.25T EPS: $17.25 Forward P/E 35x= https://t.co/mUKNdAoljd $AMZN @amazon Valuation ✅ Starting from $715B in [----] 15% YoY: 2026: Revenue $822B EPS: $11.24 Forward P/E 35x= $393.4 2027: Revenue $946B EPS: $13 Forward"
[X Link](https://x.com/MikeLongTerm/status/2022025136849764554) 2026-02-12T19:08Z 21.7K followers, [----] engagements
"13F Filing- Saturna Capital CORP($10B Fund) bought [------] $AMD shares"
[X Link](https://x.com/MikeLongTerm/status/2022287819910058004) 2026-02-13T12:32Z 21.7K followers, [---] engagements
"13F Filing- @CharlesSchwab Investment($12 Trillion Fund) bought [------] $PLTR shares. https://www.sec.gov/Archives/edgar/data/884546/000175272426000003/0001752724-26-000003-index.htm https://www.sec.gov/Archives/edgar/data/884546/000175272426000003/0001752724-26-000003-index.htm"
[X Link](https://x.com/MikeLongTerm/status/2022338090422214861) 2026-02-13T15:52Z 21.7K followers, [---] engagements
"BREAKING $GRAB 9th Largest Investor BUY🚨 13F Filing- State Street Corp($54 Trillion Fund) increased $GRAB position to [--------] shares. I told you "they" are swallowing the float https://www.sec.gov/Archives/edgar/data/93751/000009375126000100/0000093751-26-000100-index.htm $GRAB Institutional Owners concentration 🚨 Roughly on my estimate 3B shares are concentrated or controlled among top shareholders. This accelerated from 2.6-2.7B from 2-3 quarters ago. This is so insane. Management already sent out a clear message we are doing long https://t.co/OAlDXYKIuU"
[X Link](https://x.com/MikeLongTerm/status/2022352022242992586) 2026-02-13T16:47Z 21.7K followers, [----] engagements
"13F Filing- State Street Corp ($56 Trillion Fund) Increased $PLTR position to [---------] shares https://www.sec.gov/Archives/edgar/data/93751/000009375126000100/0000093751-26-000100-index.htm https://www.sec.gov/Archives/edgar/data/93751/000009375126000100/0000093751-26-000100-index.htm"
[X Link](https://x.com/MikeLongTerm/status/2022355167459578173) 2026-02-13T17:00Z 21.7K followers, [----] engagements
"BREAKING $GRAB & OG @Toyota 🫡🫡🫡 13F Filing revealed Toyota $TM still has [---------] shares. No Sell Unlike the fake new from short sellers that one of the large shareholders dumped. A little about Toyota the OG investor Toyota invested $1B in $GRAB series H round for equivalent of $4.5 a share since June [----]. Today 13F after nearly [--] years OG still holding shares strong and long Toyota sees Grab as the highest quality long term SuperApp where toyota can partner Toyota Fleets into Grab operations in Emerging markets. This is a long term bet in SEA growing middle class digital Fin Tech and"
[X Link](https://x.com/MikeLongTerm/status/2022387369656357287) 2026-02-13T19:08Z 21.7K followers, [----] engagements
"BREAKING $GRAB $100m BUY 🚀🚀🚀 Oh wow this is wild Large shareholders are hoarding so much shares at this point. I'm seeing crazy 10-20-30m shares buys. 13F Filing- Marshall Wace($95B Fund) bought [--------] $GRAB shares or $100m+ Buy Total Holding: [--------] shares BREAKING $GRAB MASSIVE 27m shares BUY🚨 13F Filing- Aspex Management($14B Fund) bought [--------] $GRAB shares and increased total holding to [--------] shares. High conviction large shareholder doubled down🚀 https://t.co/hu9NjZ8Z0W BREAKING $GRAB MASSIVE 27m shares BUY🚨 13F Filing- Aspex Management($14B Fund) bought [--------] $GRAB"
[X Link](https://x.com/MikeLongTerm/status/2022448247172718620) 2026-02-13T23:10Z 21.7K followers, [----] engagements
"BREAKING $GRAB $UBER 🧵 13F Filing showed that @Uber did not sell any $GRAB shares. [---------] shares remaining If i remembered this correctly There were multiple reports back in August/September/October [----] that UBER gonna sell GRAB to fund Buyback. Introduced mad uncertainty as Uber is a major GRAB shareholder. And coincidentally In september [----] GRAB broke out to years of consolidation. The potential of dumping [---------] shares to fund $UBER buyback was very scary and mad FUD. Now that wasn't something new this kind of potential Uber dumping GRAB shares floated around since [----]. Uber"
[X Link](https://x.com/MikeLongTerm/status/2022484303054024914) 2026-02-14T01:33Z 21.7K followers, 11.5K 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) 2025-07-24T12:55Z 21.6K followers, 133.8K engagements
"BREAKING $GRAB & @BlackRock (13f) $BLK ($10+Trillion Fund) increased $GRAB Position by [-------] shares to total holding of [---------] shares . One of the $GRAB Largest shareholders. Fake news were Blackrock or JPM or UBer or Toyota are dumping $GRAB shares. Bears are all full of 💩 "Smart money" enjoys Q2 ER and the acclerated reinvestment for Organic Growth. "Smart money" is seeing high probability of 25-30% growth. BREAKING $GRAB & @jpmorgan massive buy $JPM ( $4 Trillion Fund) increased $GRAB postion massively by 20.84% or [--------] shares to total holding of [--------] shares (13f) Thanks to"
[X Link](https://x.com/MikeLongTerm/status/1955306214172004768) 2025-08-12T16:31Z 21.6K followers, 71.8K engagements
"$GRAB $SE clashing inevitable 🧵 Grab's Competition XanhSm and $Goto are weakening and losing market share due to brand damage. ShopeeFood is seemingly following the patterns of larger platforms of its kind such as how Chinese shopping platform Meituan has challenged traditional eCommerce platforms like JD. com in the East Asian country and how Zomatos Blinkit has posed a threat in the eCommerce market in India and nearby. I dislike this development. It should be a partnership to connect $SE ecommerce to GRAB SuperApp. Currently $SE has around 56% market share in SEA on its e-commerce. But"
[X Link](https://x.com/MikeLongTerm/status/1956733613354958886) 2025-08-16T15:03Z 21.6K followers, 12.6K engagements
"BREAKING $AMD @BlackRock Blackrock Future U.S. Themes ETF increaesd @AMD position by [-----] shares or 691% to a total holding of [-----] shares $AMD @xai @Meta @Oracle vs $NVDA @OpenAI 🧵 On September [--] [----] NVIDIA and OpenAI announced a landmark strategic partnership including NVIDIA's commitment to invest up to $100 billion in OpenAI to support the deployment of at least [--] gigawatts (GW) of AI infrastructure. https://t.co/WDWBBXQLu8 $AMD @xai @Meta @Oracle vs $NVDA @OpenAI 🧵 On September [--] [----] NVIDIA and OpenAI announced a landmark strategic partnership including NVIDIA's commitment to"
[X Link](https://x.com/MikeLongTerm/status/1971025937719246993) 2025-09-25T01:36Z 21.6K followers, 34K engagements
"$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 [----] revenue on track for $3.4$3.5b and adjusted EBITDA guidance raised to $460$480 million but should hit above $500m"
[X Link](https://x.com/MikeLongTerm/status/1978506147297452436) 2025-10-15T16:59Z 21.6K followers, 125K engagements
"$GRAB "Secret Weapon"📶$500B MC 🧵 Grab Holdings Limited founded in [----] as a taxi-hailing service in Malaysia has transformed into Southeast Asia's leading AI SuperApp serving over [---] million people across eight countries including Singapore Indonesia Thailand and Vietnam. Initially focused on competing with @Uber in ride-hailing Grab expanded post its [----] acquisition of Uber's regional operations integrating food delivery (GrabFood) grocery delivery (GrabMart) digital payments (GrabPay) financial services (loans insurance via Grab Financial Group) and recently aggressive tourism expansion"
[X Link](https://x.com/MikeLongTerm/status/1979555504062976349) 2025-10-18T14:29Z 21.6K followers, 71.7K engagements
"BREAKING $GRAB Breakthrough on GrabMap🔥🔥 To learn more: Tue [--] Oct [----] 10:00 AM - 12:00 PM (GMT+8.0) AI Centre of Excellence Lab Crawl [--] Media Close Singapore [------] (At MPH C) Grab Holdings Limited Southeast Asia's leading AI SuperApp for ride-hailing food delivery financial services and more has developed its proprietary mapping platform GrabMaps as a critical in-house technology to power its ecosystem. Unlike many competitors that rely on third-party maps like @Google Maps GrabMaps is built from the ground up using data collected from Grab's vast network of driver-partners across eight"
[X Link](https://x.com/MikeLongTerm/status/1982804650597204151) 2025-10-27T13:40Z 21.6K followers, 41.9K engagements
"BREAKING $AMZN & Smart Money 🔥🔥🔥 13F Filing- Principal Financial Group($500B Fund) increased @amazon position to [--------] shares $AMD $AMZN partnership will 🚀 in [----] 🔥 Amazon/AMD partnership is hidden among hot headlines from @OpenAI $NVDA $ORCL. TLDR: @amazon refused to bid up the overpriced $NVDA chips among other hyperscalers and decided to work closely with $AMD. Amazon is expected to spend up https://t.co/3I4mKacAHd $AMD $AMZN partnership will 🚀 in [----] 🔥 Amazon/AMD partnership is hidden among hot headlines from @OpenAI $NVDA $ORCL. TLDR: @amazon refused to bid up the overpriced"
[X Link](https://x.com/MikeLongTerm/status/1985804352527712545) 2025-11-04T20:20Z 21.6K followers, [----] engagements
"BREAKING $AMD & Large Purchase🚀🚀🚀 13F Filing- Ing Groep Nv($1.1 Trillion Fund) increased @AMD position MASSIVELY by 446.97% or [------] shares to a total holding of [------] shares $AMD Roadmap to $5 Trillion LT & $AMZN is a key customer-Analysis after Q3 ER 🧵 Dr. @LisaSu 🤝 @ajassy (LT=Long Term) @AMD and @amazon have long shared a mutually beneficial partnership in the cloud and AI ecosystem. AMD supplies EPYC CPUs and Instinct GPUs to AWS powering a https://t.co/RUL4OqlnW3 $AMD Roadmap to $5 Trillion LT & $AMZN is a key customer-Analysis after Q3 ER 🧵 Dr. @LisaSu 🤝 @ajassy (LT=Long Term)"
[X Link](https://x.com/anyuser/status/1986552238756798593) 2025-11-06T21:52Z 21.7K followers, 58.7K engagements
"$GRAB & Evercore ISI $8 PT Comment 🔥🔥🔥 Mark Mahaney a senior analyst at Evercore ISI (ranked among the top tech analysts on Wall Street with a 4.5-star TipRanks rating and 65% success rate) is the most bullish on Grab Holdings Limited ($GRAB). On November [--] [----] immediately following the company's Q3 earnings release he raised his Outperform (Buy equivalent) rating and hiked the price target to $8 from $7 Mahaney's optimism stems from Grab's accelerating path to profitability robust ecosystem growth in Southeast Asia's "super app" model and resilient consumer demand amid economic"
[X Link](https://x.com/MikeLongTerm/status/1987531206917787786) 2025-11-09T14:42Z 21.6K followers, 124.7K engagements
"BREAKING F***KING NEW $GRAB & @BlackRock 🚀 🚨🚨🚨 🚨🚨🚨🐂🚨🚨🚨🚨🚨🚨 13F Filing- BlackRock Inc(The World's Largest Fund) increased $GRAB position MASSIVELY prior $GOTO Catalyst by [-------] shares. Total Holding: [---------] shares This made Blackrock the 2nd largest Shareholder excluding Non-institutional onwers $GRAB Rule of [--] Calculation🧵 Yes I consider $GRAB as an AI Software SuperApp. Q3 Revenue: $873 million (up 22% YoY). Q3 Adjusted EBITDA: $136 million (up 51% YoY from $90 million). Adjusted EBITDA Margin: $136M $873M 15.6%. Quarterly Rule of [--] Rule of [--] = 22%"
[X Link](https://x.com/MikeLongTerm/status/1988703720897384717) 2025-11-12T20:21Z 21.6K followers, 130.9K engagements
"BREAKING @PalantirTech & MASSIVE BUY 🚀🚀🚀 13F Filing- Legal & General Group($1.1 Trillion Fund) bought [------] $PLTR shares. Total Holding: [--------] shares BREAKING @PalantirTech & MASSIVE BUY 🚀🚀🚀 13F Filing- @BlackRock ( World's Largest Fund) bought [--------] $PLTR shares Total Holding: [---------] shares Meanwhile Burry is gambling with Palantir puts to force "Dumb money" to remember his [----] legacy. Burry won $100 million https://t.co/XtriGMXGOm BREAKING @PalantirTech & MASSIVE BUY 🚀🚀🚀 13F Filing- @BlackRock ( World's Largest Fund) bought [--------] $PLTR shares Total Holding: 188505957"
[X Link](https://x.com/MikeLongTerm/status/1988960869607260510) 2025-11-13T13:23Z 21.6K followers, 12.4K engagements
"BREAKING $GRAB & Citadel 👀👀👀 In its Q3 [----] 13F filing Citadel Advisors reported holding call options representing [--------] underlying shares of Grab Holdings Limited ($GRAB) valued at approximately $60.4 million as of September [--] [----]. A 159.97% increase from prior filing. What Ken Griffin knows that we don't. 🤔 $GRAB & $GOTO Ongoing Negotiation🧵 As of November [--] [----] discussions around a potential merger or acquisition between Grab Holdings Ltd and PT GoTo Gojek Tokopedia Tbk have intensified driven largely by Indonesian government involvement Timeline: November 10-12 2025:"
[X Link](https://x.com/MikeLongTerm/status/1991149441315639621) 2025-11-19T14:19Z 21.6K followers, 22.9K engagements
"$GRAB & $GOTO Mobility/Delivery $1.5B 🧵 TLDR: Saving synergy and cross-selling in [--] years or less is more than enough for $1.5B. Consider this a decent deal for $GRAB. As the digital economy in Southeast Asia reaches a critical inflection point on Grab Holdings AI SuperApp stands poised to redefine its regional dominance with a transformative $1.5 billion acquisition of GoTos ($GOTO) mobility and delivery business. This strategic maneuver promises to cement Grabs leadership in Indonesia potentially securing a 91-95% market share in the regions largest ride-hailing and delivery market."
[X Link](https://x.com/MikeLongTerm/status/1992976868572553231) 2025-11-24T15:21Z 21.6K followers, 136.8K engagements
"$GRAB is👑 Post- $GOTO GROWTH Super🧵 Grab Holdings a leading Southeast Asian SuperApp is poised for transformative growth following its potential $1.5 billion acquisition of GoTos mobility and delivery segments. This strategic move backed by Indonesian and Singaporean regulatory support aims to consolidate Grabs market dominance in Indonesia (SEAs largest market) to a 9295% share effectively creating a near-monopoly. This thread explores the financial operational and strategic implications projecting revenue growth at 3040% annually over the next five years (20262030) driven by synergies"
[X Link](https://x.com/MikeLongTerm/status/1995220869665177936) 2025-11-30T19:58Z 21.6K followers, 174.8K engagements
"BREAKING $GRAB New BOD member👀 Grab Holdings Ltd (NASDAQ: $GRAB) announced updates to its board of directors on Monday. According to a press release statement filed with the U.S. Securities and Exchange Commission Laura Franco former Executive Vice President and General Counsel of Madison Square Garden Entertainment Corp. and Sphere Entertainment Co. has joined the board as an independent director effective Monday. The company also stated that Ng Shin Ein has retired from the board as of the same day. Grab Holdings Ltd is headquartered in Singapore and provides business services in the"
[X Link](https://x.com/MikeLongTerm/status/1995475214214250894) 2025-12-01T12:48Z 21.6K followers, 10.1K engagements
"Just in $GRAB $JPM $HSBC IMF World Bank🧵 Grab Holdings Southeast Asia's leading AI SuperApp is uniquely positioned to capitalize on the region's projected 4.8%-6% GDP growth in [----] and beyond driven by resilient consumer demand digital transformation and supply chain shifts. As a diversified platform offering ride-hailing (Mobility) food and grocery delivery (Deliveries) and financial services (Fintech) Grab benefits directly from these macro tailwinds. The company's ecosystem serving [--] million monthly transacting users (MTUs) across eight SEA countries amplifies growth through network"
[X Link](https://x.com/MikeLongTerm/status/1996284633680327081) 2025-12-03T18:25Z 21.6K followers, [----] engagements
"$GRAB Structure is Similar to $AMZN Analysis 🧵 Grab Holdings Limited Southeast Asia's leading AI SuperApp operates as a multi-sided platform connecting users drivers merchants and financial partners across eight countries (Cambodia Indonesia Malaysia Myanmar the Philippines Singapore Thailand and Vietnam). Founded in [----] as a ride-hailing app (originally MyTeksi) Grab has evolved into an "everyday everything" ecosystem mirroring the diversification strategies of global tech giants. As of Q3 [----] Grab serves [--] million monthly transacting users (MTUs) processes over [---] million food delivery"
[X Link](https://x.com/MikeLongTerm/status/1999495897411981534) 2025-12-12T15:05Z 21.6K followers, [----] engagements
"@PalantirTech Q4 will hit $1.4-$1.5B 🧵 $PLTR is not merely positioned to reach quarterly revenue in the range of $1.4$1.5 billion; the company has already surpassed the lower end of this threshold and is on a clear trajectory to exceed it consistently in the near term. The company's explosive growth driven primarily by its Artificial Intelligence Platform (AIP) has transformed Palantir from a government-focused software provider into a leader in enterprise AI with accelerating commercial adoption fueling record-breaking financial performance. At the core of Palantir's momentum is AIP"
[X Link](https://x.com/MikeLongTerm/status/2000287341726892084) 2025-12-14T19:30Z 21.6K followers, 30.9K engagements
"BREAKING $ORCL Clapped back 😳 So much fake new and misinformation for months for one purpose to clap AI stocks like $AMD $NVDA $TSM $AVGO. Spreading even more FUD. @Oracle Corp. has pushed back against reports of potential setbacks in its major data center project in Michigan stating that final negotiations for an equity partnership are "on schedule" and explicitly do not involve Blue Owl Capital.Key Oracle statement: The company's development partner Related Digital selected "the best equity partner from a competitive group of options which in this instance was not Blue Owl." This response"
[X Link](https://x.com/MikeLongTerm/status/2001321654685667471) 2025-12-17T16:00Z 21.6K followers, 58K engagements
"BREAKING @PalantirTech Unlocked OneMedNet Potential ✅ OneMedNet Corporation (NASDAQ: $ONMD) ("OneMedNet" or the "Company") the leading curator and provider of one of the world's largest regulatory-grade AI-ready Real-World Data (RWD) network announced today that Aaron Green President and CEO issued the following letter to shareholders and other stakeholders of the Company: Dear OneMedNet Shareholders Partners and Family [----] has been a year of focus for OneMedNet focus on our platform focus on our people and focus on executing our strategic plan to lay the foundation for growth in [----]. As"
[X Link](https://x.com/MikeLongTerm/status/2003109150310445124) 2025-12-22T14:23Z 21.6K followers, [----] engagements
"$GRAB Future B2B Expansion ✅ @alexhungate @peter_oey @AnthonyPY_Tan Grab Holdings Southeast Asia's leading AI superapp already offers several B2B products through its enterprise arm (Grab for Business) and related services targeting corporations SMEs merchants and institutions. These include corporate transport/delivery management advertising mapping and fintech solutions for businesses. Looking ahead Grab is well-positioned to expand B2B offerings by leveraging its vast user data logistics network AI capabilities hyperlocal expertise and growing digital banking operations (GXS Bank in"
[X Link](https://x.com/MikeLongTerm/status/2003475291197313435) 2025-12-23T14:38Z 21.6K followers, [----] engagements
"$GRAB Does it have MOAT🧵 TLDR: Can a business with NO MOAT get 0% to 70-75% Market Share and soon to be 90-95% Grab Holdings operates as Southeast Asia's leading AI SuperApp integrating ride-hailing (Mobility) food/grocery delivery (Deliveries) digital payments lendingother financial services and B2B solutions across eight countries: Singapore Malaysia Indonesia Thailand Vietnam Philippines Cambodia and Myanmar. Critics particularly bearish investors frequently argue that Grab lacks a sustainable economic moat that shields it from competitors and ensures long term profitability. They point"
[X Link](https://x.com/MikeLongTerm/status/2003834107868922278) 2025-12-24T14:24Z 21.6K followers, 30.2K engagements
"BREAKING @PalantirTech @SurfAir ✅ Company highlights recently expanded relationship with Palantir Technologies (NASDAQ: PLTR) to support commercial rollout of SurfOS in [----]. LOS ANGELES--(BUSINESS WIRE)-- Surf Air Mobility Inc. (NYSE: $SRFM) (the Company Surf Air Mobility or Surf Air) a leading air mobility platform today provided an update on SurfOS its AI-enabled software designed for the private aviation and air mobility industries. Powered by Palantir Technologies (NYSE: $PLTR) AIP and Foundry platforms SurfOS aims to integrate the fragmented air mobility ecosystem into a unified"
[X Link](https://x.com/MikeLongTerm/status/2005993199462969553) 2025-12-30T13:23Z 21.6K followers, [----] engagements
"BREAKING $GRAB $7 Price Target BUY Rating✅ Barclays analyst Jiong Shao Maintains Grab With Buy Rating Maintains Target Price $7 http://GRAB.US $GRAB Today Proposal in Indonesia 🧵 The situation involves a draft presidential decree (Perpres in Indonesian) under review by President Prabowo Subianto as exclusively reported by Reuters today. This draft proposes sweeping changes to Indonesia's ride-hailing and on-demand https://t.co/TlgWAx6POD http://GRAB.US $GRAB Today Proposal in Indonesia 🧵 The situation involves a draft presidential decree (Perpres in Indonesian) under review by President"
[X Link](https://x.com/MikeLongTerm/status/2011785073763254393) 2026-01-15T12:58Z 21.6K followers, 71.9K engagements
"BREAKING $GRAB & Fiduciary Alliance ✅ 13F Filing- Fiduciary Alliance($2B Fund) increased $GRAB position sharply by 63.55% or [------] shares. Total Holding: [------] shares BREAKING $GRAB & Infermove 🚀🚀🚀 Grab is seeking to reduce costs rapidly speed up deliveries and make customers happier with its ride-hailing and delivery offerings by automating more utilizing Infermove Tech. This will make $GRAB services even more affordable and the https://t.co/qejcOaiu2j BREAKING $GRAB & Infermove 🚀🚀🚀 Grab is seeking to reduce costs rapidly speed up deliveries and make customers happier with its"
[X Link](https://x.com/MikeLongTerm/status/2014382534650470895) 2026-01-22T16:59Z 21.6K followers, 33.4K engagements
"BREAKING $AMD & $30m Purchase 🚀🚀🚀 13F Filing- Factory Mutual Insurance($30B Fund) increased @AMD position substantially by 155.87% or [------] shares. Total Holding: [------] shares BREAKING $AMD @CathieDWood $NVDA 👀 Ark Invest's Cathie Wood think @AMD will challenge @nvidia this year. Context: AMD is #9 with 3.96% allocation on her portfolio. https://t.co/Wiwd3HE1Gf BREAKING $AMD @CathieDWood $NVDA 👀 Ark Invest's Cathie Wood think @AMD will challenge @nvidia this year. Context: AMD is #9 with 3.96% allocation on her portfolio. https://t.co/Wiwd3HE1Gf"
[X Link](https://x.com/MikeLongTerm/status/2015071697141969079) 2026-01-24T14:38Z 21.6K followers, 16.6K engagements
"BREAKING $PLTR & $11.2m Purchase✅ 13F Filing- Whittier Trust Co($20B Fund) increased @PalantirTech position by 52.78% or [-----] shares. Total Holding: [------] shares $PLTR Cash Monster Phase [--] "Everything is proceeding exactly as I have foreseen" You will love it at Phase [--] and [--] Not Financial Advice https://t.co/Pgt00Hfs1e $PLTR Cash Monster Phase [--] "Everything is proceeding exactly as I have foreseen" You will love it at Phase [--] and [--] Not Financial Advice https://t.co/Pgt00Hfs1e"
[X Link](https://x.com/MikeLongTerm/status/2015938984904372552) 2026-01-27T00:04Z 21.6K followers, [----] engagements
"BREAKING $AMD Top Pick by @BankofAmerica 🚀 Bank of America's senior semiconductor analyst Vivek Arya has consistently highlighted AMD (Advanced Micro Devices) as one of the key undervalued players in the compute segment of the semiconductor industry particularly in the context of accelerating AI and high-performance computing demand. In a client note yesterday Vivek noted $AMD is top pick for the next [--] years. He expected @AMD to grow 42% sale and 49% Adjusted EPS growth into [----]. This ties directly into AMD's expanding role in AI accelerators ( Instinct MI series GPUs) and data center CPUs"
[X Link](https://x.com/MikeLongTerm/status/2016112633397612873) 2026-01-27T11:34Z 21.6K followers, 21.8K engagements
"BREAKING $AMD & @WellsFargo $345 PT🚨🚨🚨 Wells Fargo analyst Aaron Rakers reiterates Advanced Micro Devices (NASDAQ: @AMD ) with a Overweight and maintains $345 price target. Continued CPU leadership and ongoing market share gains. Strengthening AI positioning through the data center GPU portfolio. Momentum from the Helios systems strategy (a rack-scale solution co-developed with partners like Meta for high-density AI compute). A maintained view of "insatiable" data center compute demand driving growth. Expectations that strong execution on the product roadmap will make AMD's path to $20+"
[X Link](https://x.com/MikeLongTerm/status/2017264795133620618) 2026-01-30T15:53Z 21.6K followers, 14.7K engagements
"BREAKING $GRAB & Short Interest ➡ After Grab Short Interest reached near ATH new data showed [---------] shares shorted - source: NASDAQ Or 7.15% of Float. Essentially Flat. Seeing Large institutions moving to more call options than shares. Made a thread on this for subscribers and explained there. No covering from short sellers so far. Earning is less than [--] weeks away I'm excited Not Financial Advice BREAKING $GRAB & $16.3m Brandnew Position✅ 13F Filing-Jennison Associates($220B Fund) started a brandnew position on $GRAB with [-------] shares. So Mike What do you think Retail kept selling and"
[X Link](https://x.com/MikeLongTerm/status/2017405612192043485) 2026-01-31T01:12Z 21.6K followers, 13.6K engagements
"$GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the time I also started my initial buy. GRAB was trading at [--] P/S when it IPOed. Today GRAB it is trading at [--] P/S or [---] P/S after $7.4B Cash and $4.5B Equity Investment. This extreme low P/S implying $GRAB is going to die in a year or [--] which is a complete nonsense with very little debt. Howard Marks focuses on Intrinsic value the fundamental worth of a business based on its cash flows assets growth prospects and competitive positiondrives"
[X Link](https://x.com/MikeLongTerm/status/2018008556344152459) 2026-02-01T17:08Z 21.6K followers, 33.7K engagements
"$QQQ $SPY $DIA $IWM $IWO Kevin Warsh is the best thing that we need right now. Everyone is bearish and doom day fortune teller have no idea why this is the best pick. You only need to look at commodities trend The next [--] years gonna be great for stock market and AI CapEx. Don't fight the @federalreserve. Don't fight the AI CapEx Don't fight $AMD $NVDA $TSM Don't fight against the SP500 Not Financial Advice Kevin Warsh was a great choice We who have been engaged with policy makers and markets for a long time know him and respect him for his capabilities and his judgement. He is knowledgeable"
[X Link](https://x.com/MikeLongTerm/status/2018111267987214621) 2026-02-01T23:56Z 21.6K followers, 12.7K engagements
"$PYPL @PayPal Painpal Q4 [----] Earning Preview🧵 PayPal is set to report its Q4 [----] earnings before market open on Tuesday February [--] [----] Consensus Revenue $8.7-$8.78B Adjusted EPS $1.29 Analysts expect modest growth overall with some moderation due to tougher comps from last year's holiday spending strength and ongoing investments in initiatives like Fastlane (one-click checkout) and partnerships ( Microsoft Copilot integrations). Investors will pay attention to: Total Payment Volume (TPV) Transaction Margin Dollars Active Accounts and Engagement Venmo and Branded Checkout Momentum Guidance"
[X Link](https://x.com/MikeLongTerm/status/2018331669975945714) 2026-02-02T14:32Z 21.6K followers, [----] engagements
"BREAKING $GRAB & MASSIVE BUY HOLY 🐄🐄🐄 13F Filing- Principal Financial Group($1.6 Trillion Fund) increased $GRAB position MASSIVELY by [-------] shares or 28.93%. Total Holding: [--------] shares Meanwhile "Dumb Money" lets dump GRAB to chase Quantum or meme stocks nonsense. The game hasn't changed $GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the time I also started my initial buy. GRAB was trading at [--] P/S when it IPOed. Today GRAB it is trading at [--] P/S or [---] P/S https://t.co/Laf5w5UcIH"
[X Link](https://x.com/MikeLongTerm/status/2018441247070023818) 2026-02-02T21:47Z 21.6K followers, 11.7K engagements
"13F Filing- Principal Financial Group($1.6 Trillion Fund) on $GRAB"
[X Link](https://x.com/MikeLongTerm/status/2018441250207105369) 2026-02-02T21:47Z 21.6K followers, [----] engagements
"$GRAB Can we get growth back to 30-50%🧵 The answer is yes Many are questioning why the large cash pile well it is to scale for GrabFin strategic M&A or Equity Investment(Very successful so far 400%+ gain to $4.5B) When GrabFin Scales to $7-$8B loan porfolio it could generate $1B revenue per quarter from: Lending 12-30%(Depending on duration/Credit) Payment Processing Fee Commissions Insurances Digital Banking service. Atm $Grab generated $90m revenue off $821m loan portfolio or roughly 11%. Over time this will get better to 14-15%. Meaning at $10B loan portfolio Grab can generate roughly"
[X Link](https://x.com/MikeLongTerm/status/2018497539390263341) 2026-02-03T01:31Z 21.6K followers, [----] engagements
"BREAKING $PLTR New PT this morning ✅ Piper Sandlers $230 Overweight Baird $200 Outperform Citigroup $260 There will be more new PT coming today. Will update BREAKING $PLTR Full Q4 [--] Earning Call🚀🚀🚀 Revenue: $1.41 billion exceeding the $1.34 billion estimate (70% YoY growth). Adjusted EPS: $0.25 8.6% above the $0.23 consensus estimate. Operating Margin: 40.9% up from 1.3% in the same quarter last year. Free Cash Flow https://t.co/vKQrfGg9u5 BREAKING $PLTR Full Q4 [--] Earning Call🚀🚀🚀 Revenue: $1.41 billion exceeding the $1.34 billion estimate (70% YoY growth). Adjusted EPS: $0.25 8.6%"
[X Link](https://x.com/MikeLongTerm/status/2018645279080378783) 2026-02-03T11:18Z 21.6K followers, 16.5K engagements
"Just In $GRAB & Mitsubishi UFJ ✅ 13F Filing- Mitsubishi UFJ Kokusai Asset Management($300B Fund) is one of the largest investment trust providers in Japan bought [------] $GRAB shares. Total Holding: [-------] Shares. This Fund has consistently DCAing almost all 13F filing since March [----]. $GRAB Can we get growth back to 30-50%🧵 The answer is yes Many are questioning why the large cash pile well it is to scale for GrabFin strategic M&A or Equity Investment(Very successful so far 400%+ gain to $4.5B) When GrabFin Scales to $7-$8B loan porfolio it could https://t.co/KKHWuUq6Bp $GRAB Can we get"
[X Link](https://x.com/MikeLongTerm/status/2018651965706641501) 2026-02-03T11:45Z 21.6K followers, [----] engagements
"BREAKING $HIMS Massive Buy @BankofAmerica ✅ 13F Filing- $BAC($5 Trillion) bought [------] @wearehims shares or increased position by 54.86%. Total holding: [-------] shares BREAKING $HIMS Short Interest near ATH @himshouse [--------] shares shorted-source: NYSE [-----] % of float. Institutional Onwership 105% Insane control from Short Sellers while fundamental is still solid Not Financial Advice https://t.co/i6ZiN07HOR BREAKING $HIMS Short Interest near ATH @himshouse [--------] shares shorted-source: NYSE [-----] % of float. Institutional Onwership 105% Insane control from Short Sellers while"
[X Link](https://x.com/MikeLongTerm/status/2018753400867848613) 2026-02-03T18:28Z 21.6K followers, 51.1K engagements
"BREAKING $AMD Q4 [----] Earning Result🚨🚨🚨 @AMD Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Double BEAT 👑 $AMD Q4 [----] Earning Preview 🧵 Dr. @LisaSu aims for double digits market share @AMD to report Q4 [----] AH on Tuesday Feb [--] [----] The company will host the call at 5:00 p.m. ET Guidance: $9.6B Analyst Consensus Revenue $9.65-$9.7B Adjusted EPS: $1.30-$1.33 My Estimate: https://t.co/3skRMLQB7i $AMD Q4 [----] Earning Preview 🧵 Dr. @LisaSu aims for double digits market share @AMD to report Q4 [----] AH on Tuesday Feb [--] [----] The company will host the call at 5:00 p.m. ET Guidance: $9.6B"
[X Link](https://x.com/MikeLongTerm/status/2018795735643492763) 2026-02-03T21:16Z 21.6K followers, 33.2K engagements
"$QQQ $SPY $DIA Our New @federalreserve Chair🎙 Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve Uncommon Knowledge Critique of the Federal Reserve (1:53-4:05): Warsh criticizes the Fed for "institutional drift" and "underperformance" suggesting it has strayed from its core mandate of maintaining the value of the currency. He views his critique as a "love letter" intended to spur reform. He also notes that the current Federal Reserve is the third such experiment in the United States with the previous two failing due to a loss of public trust and an inability to deliver on"
[X Link](https://x.com/MikeLongTerm/status/2018904933660078216) 2026-02-04T04:30Z 21.6K followers, [----] engagements
"BREAKING $GRAB & 4th largest Shareholder✅ 13F Filing- MUFG Bank($3 Trillion Bank/Fund) showed no buy/sell on $GRAB position unlike fake new from short sellers since Oct high. Total Holding: [---------] shares. NO CHANGE for years. BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted individuals often through referrals who are mission-driven and passionate about solving problems like ensuring safety for women and children. Many https://t.co/cI4kwfsj1w BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team"
[X Link](https://x.com/MikeLongTerm/status/2019065725197926668) 2026-02-04T15:09Z 21.6K followers, [----] engagements
"BREAKING $GRAB & Hesai-Lidar Partnership✅ $HSAI PALO ALTO Calif. Feb. [--] [----] /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI; HKEX: 2525) a global leader in lidar solutions today announced a strategic cooperation with Grab (NASDAQ: GRAB) under which Grab will serve as the exclusive distributor of Hesai's lidar products in Southeast Asia. Through this partnership Grab will lead the sales customer support and marketing of Hesai's sensors across Southeast Asia. Through this strategic partnership Hesai will leverage Grab's extensive resources and established distribution networks to ramp up the"
[X Link](https://x.com/MikeLongTerm/status/2019111470043205958) 2026-02-04T18:11Z 21.6K followers, [----] engagements
"$AMD P/E Forward P/E Buyback FY2026 🤔 At $200 per share @AMD Current P/E TTM is 48x (non-GAAP EPS) Forward P/E: Analysts: 30x My projection: 15-20x FY2025 YoY Revenue grew 34.34% to $34.6B Net income grew 164.17% to $4.269B EPS grew 165% $2.65 Cash grew 105.6% to $10.5B Operating Cash Flow grew 153.5% to $7.7B FCF grew 178.46% to $6.7B FY [----] should grow revenue near or at [--] digits Valuation is just getting stupid. For full year [----] @AMD bought 12.4m shares back. With $9.4B remaining in authorization under share repurchase program. This is what I like. Long term Shareholders should expect"
[X Link](https://x.com/MikeLongTerm/status/2019128060600283342) 2026-02-04T19:16Z 21.6K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MikeLongTerm Mike
AMD is gaining attention for its potential to reach a $5 trillion market capitalization, driven by its partnerships with major companies like Meta, Amazon, and Microsoft, and its growing presence in the AI sector. Grab, a Southeast Asian superapp, is also making headlines with its increasing institutional ownership, potential IPO in the Philippines, and partnerships with major investors. Palantir, another AI-focused company, is suing ex-employees over AI startup allegations and has been invited to the White House for an event with other major tech companies.
Engagements: [-------] #
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- [--] Month [----------] +93%
- [--] Months [----------] +710%
- [--] Year [----------] +1,216%
Mentions: [---] #
- [--] Week [---] +15%
- [--] Month [---] +44%
- [--] Months [-----] +147%
- [--] Year [-----] +158%
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- [--] Week [------] +1.80%
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Social Influence
Social category influence stocks #716 finance #1230 technology brands 41.28% financial services #30 countries 9.11% cryptocurrencies 6.98% exchanges #4478 automotive brands 4.65% travel destinations 1.36% celebrities 1.36%
Social topic influence breaking #364, $grab #2, $amd #5, $pltr #2, ai #4152, pltr #1, $nvda #309, $hims #28, money #3973, in the 7.56%
Top accounts mentioned or mentioned by @palantirtech @amd @openai @lisasu @anthonypytan @grok @amazon @meta @blackrock @nvidia @alexhungate @federalreserve @peteroey @oracle @xai @eliano @norgesbank @bankofamerica @cnbc @google
Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Advanced Micro Devices (AMD) Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Hims & Hers Health, Inc. (HIMS) Metadium (META) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) Tesla, Inc. (TSLA) SPDR S&P [---] ETF Trust (SPY) Alphabet Inc Class A (GOOGL) DIA (DIA) Microsoft Corp. (MSFT) BlackRock Inc (BLK) Oracle Corporation (ORCL) BITMINE IMMERSION TECH (BMNR) HSBC Holdings PLC (HSBC) Block, Inc. (XYZ) Broadcom, Inc. (AVGO) Eli Lilly and Company (LLY) Morgan Stanley (MS) Goldman Sachs (GS) Walmart, Inc. (WMT) Ethereum (ETH)
Top Social Posts
Top posts by engagements in the last [--] hours
"BREAKING $WING & Wellington Management 13f- Wellington Management Group($1.8Tril Fund) increased $WING position substantially by 369.52% or [------] shares to a total holding of [------] shares✅ https://twitter.com/i/web/status/1958974746688929795 https://twitter.com/i/web/status/1958974746688929795"
X Link 2025-08-22T19:29Z 21.3K followers, [----] engagements
"$GRAB & Newest Segment w/ 70-80% Margin🔥🔥 Please don't FOMO leaving me more time to accumulate more cheap shares. I may have to raise fair valuation to $50B MC after this. Grab Holdings Limited AI SuperApp Southeast Asia's leading superapp launched its Dine-Out feature (also referred to as Dine Out Discovery) in early [----] as part of a broader push to diversify beyond delivery-centric services into in-person dining experiences. The feature allows users to discover nearby restaurants make reservations access exclusive deals. This is a newest and boldest development from @AnthonyPY_Tan. You"
X Link 2025-10-02T16:38Z 21.5K followers, 80.6K engagements
"$GRAB Tourism & GrabMap Flywheel 🧵 TLDR: Bullish. For those that want shorter version: "B" Grab Holdings Limited AI SuperApp Southeast Asia's leading superapp has transformed from a ride-hailing disruptor into a multifaceted ecosystem encompassing mobility deliveries financial services and now aggressively tourism and mapping technologies. Operating in eight countries (Cambodia Indonesia Malaysia Myanmar the Philippines Singapore Thailand and Vietnam) Grab serves over [--] million monthly transacting users. Launched in [----] as an in-house alternative to costly third-party providers like Google"
X Link 2025-10-06T13:04Z 21.5K followers, 51.4K engagements
"It was reported for months that drivers/merchants on Goto/Gojek are earning less and less. The Indo president is worrying about social unrest. The ongoing investigation of Goto and its founders are good leverage to demand a good price. But Unclear if $GRAB is going to agree to it. https://twitter.com/i/web/status/1986838027226718349 https://twitter.com/i/web/status/1986838027226718349"
X Link 2025-11-07T16:47Z 21.5K followers, [---] engagements
"BREAKING $HIMS & Largest Switzerland Fund 🚀🚀 13F Filing- UBS Group AG($6.1 Trillion Fund) increased $HIMS position by 12.28% or [------] shares. Total Holding: [-------] shares $HIMS Institutional onwership is now 105.62% 🤣🤣 @wearehims Short sellers are shorting the stock so much that now Institutional ownerships passed 105% The reason:Institutions that are shorting the stock (betting on a price decline) must borrow shares from long holders to https://t.co/gywWprxkb1 $HIMS Institutional onwership is now 105.62% 🤣🤣 @wearehims Short sellers are shorting the stock so much that now"
X Link 2025-11-14T02:05Z 21.5K followers, 79.1K engagements
"BREAKING @PalantirTech @nvidia @CenterPoint 🚀 $PLTR Launches Chain Reaction to Build American AI Infrastructure; Founding Partners Include CenterPoint Energy and $NVDA DENVER--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR) today unveiled Chain Reaction the operating system for American AI infrastructure. The bottleneck to AI innovation is no longer algorithms; it is power and compute. America is at an inflection point in the energy infrastructure buildout and it requires software built for an entirely different scale. Chain Reaction is designed to address this directly by"
X Link 2025-12-04T10:43Z 21.5K followers, 58.4K engagements
"$AMT AI Inference Market TAM👑 A prime Example how AMD is going to thrive The AI inference market (the economic value of running trained AI models for predictions real-time applications like chatbots image generation recommendation systems.) is experiencing explosive growth in [----] driven by the shift from training to widespread deployment of generative AI and large language models. One analysis forecasts it reaching approximately $106113 billion in [----] growing to double by 2026-2027. Inference is increasingly dominant over training with workloads projected to represent over half of AI"
X Link 2026-01-11T00:35Z 21.3K followers, [----] engagements
"BREAKING @SKhynix Expansion $AMD $NVDA 🚨 SK Hynix speeds up new chip fab opening to meet memory demand executive says SEOUL/SAN FRANCISCO Jan [--] (Reuters) - SK Hynix (000660.KS) opens new tab plans to accelerate the opening of a new factory by three months and will also begin operating another new plant in February a senior executive said as surging memory demand pressures global supply. The South Korean chipmaker's decision comes as a global memory chip shortage has driven up prices of consumer gadgets like phones and PCs and slowed the construction of data centers needed to power"
X Link 2026-01-14T22:18Z 21.4K followers, [----] engagements
"BREAKING $AMD & $RIOT 25-200MW 🚀🚀🚀 Riot Announces Fee Simple Acquisition of Land and First Data Center Lease with AMD at the Rockdale Site CASTLE ROCK Colo. Jan. [--] [----] (GLOBE NEWSWIRE) -- Riot Platforms Inc. (NASDAQ: RIOT) (Riot or the Company) a Bitcoin-driven industry leader in the development of large-scale data centers and bitcoin mining applications is pleased to announce a series of transformative transactions that firmly establish the Companys rapidly scaling data center business including: The fee simple acquisition of [---] acres of land at Rockdale currently occupied by Riot (the"
X Link 2026-01-16T14:15Z 21.4K followers, 27.7K engagements
"$GRAB & Tiger Global The true OG🧵 From this interview I found out Jason Tan from Tiger Global used to help/support GRAB $65m Series C funding round in [----]. This funding round was led by Tiger Global. Anthony emphasized that strong investors like those from Tiger provided not just capital but strategic guidance helping Grab navigate growth in Southeast Asia's competitive landscape (against Uber at the time). Jason Tan's involvement aligns with Tiger's lead role in that round where he was instrumental in Asian tech deals. As of today Tiger has not sold a single share and holds 92.9m shares"
X Link 2026-01-17T00:35Z 21.4K followers, [----] engagements
"BREAKING $WING to report Q4 [----] ER on 02/18/26"
X Link 2026-01-17T17:27Z 21.5K followers, [----] engagements
"BREAKING @PalantirTech & @Hyundai_Global 🚨🚨 SEOUL South Korea & DENVER--(BUSINESS WIRE)-- HD Hyundai and Palantir Technologies Inc. have strengthened their alliance by reinforcing the strategic partnership. This alliance represents the largest and longest partnership of its kind for Palantir in Korea significantly expanding the adoption of Palantirs Foundry $PLTR and Artificial Intelligence Platform (AIP) across the HD Hyundai Group. The partnership builds on a successful track record that began in [----] with HD Hyundai Oilbank and expanded to shipbuilding and construction equipment"
X Link 2026-01-20T12:09Z 21.3K followers, 17.5K engagements
"Dr. Karp CEO of @PalantirTech & @BlackRock CEO🎙 Full Interview at @Davos $PLTR Dr. Karp sat with Larry Fink CEO of $BLK Video Source: http://www.youtube.com/watchv=_fqxZKdb3J0 BREAKING @PalantirTech Dr. Karp 👀 $PLTR CEO Dr. Karp dismissed AI Bubble Concern a lot of AI just doesnt work. "People have tried things that just can never work. You buy a LLM put it on your stack and wonder why it's not working" Dr. Karp mentioned that the adoption https://t.co/HcmXHuYrPb http://www.youtube.com/watchv=_fqxZKdb3J0 BREAKING @PalantirTech Dr. Karp 👀 $PLTR CEO Dr. Karp dismissed AI Bubble Concern a lot"
X Link 2026-01-22T01:58Z 21.4K followers, 26.6K engagements
"BREAKING @Tesla CEO @elonmusk with @BlackRock CEO interview. $TSLA Elon Musk Speaks at @Davos with $BLK CEO Larry Fink Elon said No Alien Elon talks about AI robotic over the long term. Energy/Solar AI Data Center in Space Source: CNBC at @Davos Dr. Karp CEO of @PalantirTech & @BlackRock CEO🎙 Full Interview at @Davos $PLTR Dr. Karp sat with Larry Fink CEO of $BLK Video Source: https://t.co/ChsMqsUbAc https://t.co/PvUqQaewVw Dr. Karp CEO of @PalantirTech & @BlackRock CEO🎙 Full Interview at @Davos $PLTR Dr. Karp sat with Larry Fink CEO of $BLK Video Source: https://t.co/ChsMqsUbAc"
X Link 2026-01-22T15:52Z 21.4K followers, [----] engagements
"BREAKING $AMD another $105m Purchase 🚀🚀 13F Filing- Massachusetts Financial Services($650B Fund) increased @AMD MASSIVELY by 268.37% or [------] shares. Total Holding: [------] shares BREAKING $AMD $227 million Purchase 🚀🚀🚀 13F Filing- Ofi Invest Asset Management($200B Fund) increased @AMD position MASSIVELY by 1353.31% or [------] shares. Total Holding: [------] shares "Smart money" FOMO WAVE is starting https://t.co/hWiuMC2JNK BREAKING $AMD $227 million Purchase 🚀🚀🚀 13F Filing- Ofi Invest Asset Management($200B Fund) increased @AMD position MASSIVELY by 1353.31% or [------] shares. Total"
X Link 2026-01-22T23:07Z 21.4K followers, [----] engagements
"BREAKING $AMD $121m Purchase 🚀🚀🚀 13F Filing- KBC Group NV($57B Fund) increased @AMD position massively by 66.06% or [------] shares. Total Holding: [-------] shares BREAKING $AMD Another Upgrade $330 PT🚀🚀🚀 Told you that we gonna see nonstop upgrades UBS's analyst Timothy Arcuri raised its price target on @AMD (NASDAQ: AMD) to $330 from $300 while maintaining a Buy rating on the shares. https://t.co/WWjx5XjqQM BREAKING $AMD Another Upgrade $330 PT🚀🚀🚀 Told you that we gonna see nonstop upgrades UBS's analyst Timothy Arcuri raised its price target on @AMD (NASDAQ: AMD) to $330 from $300"
X Link 2026-01-26T17:52Z 21.3K followers, 43.3K engagements
"BREAKING $AMD TOP PICK by @MorganStanley ✅ $MS's analyst Joseph Moore views @AMD as prime beneficiary in a tightening CPU market(pricing power) particularly servers where supply constraints and competitive dynamics favor it. Robust server microprocessor demand. Material share gains vs. Intel (due to Intel's manufacturing challenges). Improving core business earnings power potential for EPS upside and multiple expansion (renewed sum-of-the-parts narrative). Expectation of "very strong quarterly results" in the upcoming report (scheduled for late January/early February [----] after market close)."
X Link 2026-01-26T21:01Z 21.3K followers, 17.1K engagements
"BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted individuals often through referrals who are mission-driven and passionate about solving problems like ensuring safety for women and children. Many early employees are still with Grab today due to this strong foundation and shared mission. The Co-founder Relationship (4:05): Anthony discusses the challenges of leading without a co-founder in the early days and the significance of Ling's return highlighting the importance of patience calmness quick forgiveness and"
X Link 2026-01-26T21:13Z 21.3K followers, 29.8K engagements
"Just in $GRAB & Small Smart Money ✅ 13F Filing- Stanley-Laman Group($800m Fund) increased $GRAB position sharply by 80% or [------] shares. Total Holding: [------] shares BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted individuals often through referrals who are mission-driven and passionate about solving problems like ensuring safety for women and children. Many https://t.co/cI4kwfsj1w BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted"
X Link 2026-01-27T00:17Z 21.3K followers, [----] engagements
"BREAKING $GRAB $GOTO Delivery Hero 🚨🚨🚨 [--]. Goto Indo More recently GoTo secured a new term loan of Rp [----] trillion ($290M) in September [----] with 10% (Rp [---] billion) used just to pay off old debt. Sources indicated this is a massive red flag. "they're taking new loans to service old debt." " $GOTO would only last 12-18 months at this pace" I knew that Goto has no leverage but this is much worse than I anticipated [--]. Foodpanda/ Delivery Hero Foodpanda exited Thailand recently and trying to sell to $GRAB but Grab walked away and won most Thai market share Foodpanda is still remaining in"
X Link 2026-01-27T14:51Z 21.4K followers, [----] engagements
"$GRAB USD Declining Trend as Predicted✅ Didn't think it would be this aggressive. I do think it is going lower and that will mean 5-10% boost to $GRAB topline and bottom line. A weakening dollar will benefit SEA economies by reducing the USD denominated debt and stimulating capital inflows. It drives much more investment into the regions and historically it boosted GDP by 30-100% depending on the cycle. Meaning we are looking at 6-8% growth in the region. And yes $GRAB is part of my biggest hedge for the decade along with $ETH and Silver. Silver of course is taking all the attention. $ETH"
X Link 2026-01-27T20:16Z 21.3K followers, [----] engagements
"$AMD's heading to $5 Trillion MC Inference👑 Long Term In-house vs AMD 🧵 $META $MSFT $AMZN $GOOGL in-house ASICs face structural disadvantages in achieving broadly lower inference costs than AMD's projected $0.0003$0.0005 per million tokens. Hyperscalers' in-house custom chips such as @Google 's TPU v7 Ironwood @awscloud 's Trainium3 @Microsoft 's Maia 200/300 and @Meta 's MTIA represent a massive strategic bet on vertical integration for AI workloads. These ASICs are tailored for the hyperscalers' enormous internal needs particularly high-volume inference on proprietary patterns like search"
X Link 2026-01-27T22:19Z 21.3K followers, 64.2K engagements
"Just in $GRAB ✅ 13F Filing- Warm Springs Advisors(Small $120m Fund) increased $GRAB Position by 95.92% or [------] shares. Total Holding : [------] shares. BREAKING $GRAB Tourism 🚀🚀 Context: $GRAB been expanding Tourism much more aggressively since Q3(September/October 2025). And Tourists are more likely to spend on higher margin services on Grab SuperApp. Meaning it is a high probability that Q4 [----] revenue could be very close https://t.co/J1D0SGlfwf BREAKING $GRAB Tourism 🚀🚀 Context: $GRAB been expanding Tourism much more aggressively since Q3(September/October 2025). And Tourists are more"
X Link 2026-01-28T00:31Z 21.3K followers, [----] engagements
"BREAKING $GRAB Philippine wants Grab to IPO ✅ The Philippine Stock Exchange (PSE) is developing a Nasdaq-style technology board essentially a "mini-Nasdaq" to serve as a dedicated platform for high-growth tech startups and innovative companies in the Philippines. This initiative aims to create a faster track for these firms to access capital markets even if they don't meet the stricter listing requirements of the PSE's traditional main board. The goal is to modernize the Philippine capital markets make them more accessible attract more investors and build a genuine "technology stock market""
X Link 2026-01-28T11:56Z 21.3K followers, 14.2K engagements
"BREAKING $GRAB Smart Money $56m position 🚀 13F Filing- OCBC Bank($500B Singapore Bank/Fund) increased $GRAB position substantially by [-------] shares to a total holding [--------] shares BREAKING $GRAB Philippine wants Grab to IPO ✅ The Philippine Stock Exchange (PSE) is developing a Nasdaq-style technology board essentially a "mini-Nasdaq" to serve as a dedicated platform for high-growth tech startups and innovative companies in the Philippines. This https://t.co/M0d5Nk438n BREAKING $GRAB Philippine wants Grab to IPO ✅ The Philippine Stock Exchange (PSE) is developing a Nasdaq-style technology"
X Link 2026-01-28T14:11Z 21.3K followers, 10.1K engagements
"$GRAB The Future "401k" for SEA 🧵 We have seen this for years now and SEA countries are putting de-regulation as reward for $GRAB to do it. In general most of SEA public companies are known to cook their book with the exception of Singapore public companies. Grab is a reliable brandname in [--] countries where people trust. And I think this is going to be the direction in the next few years. And most importantly this aligns with @AnthonyPY_Tan ambition to uplift "Bottom of Pyramid" folks. Now countries are realizing their retirement programs are weak with no alternatives for most common folks."
X Link 2026-01-28T15:18Z 21.3K followers, [----] engagements
"Good $GRAB Read 👍 Only long term shareholders will be rewarded on $GRAB. What you can expect Reliable upward trend on Margin QoQ YoY Long Term 95-98% market share Long Term GRAB SuperApp will become the digital Infrastructure but asset-light for the next 2-3-4-5 decades A monster Cash Cow that will expand beyond just SuperApp and embracing the true "bottom of pyramid" group up to [--] Billion people TAM. A world where the largest poorest underserved group get to participate in Capitalism and build wealth. SEA will be less chaotic and more durable. The world where I get high ROI and uplift 5"
X Link 2026-01-28T17:49Z 21.3K followers, [----] engagements
"BREAKING $GRAB & Texas Retirement System 😀 13F Filing- Teacher Retirement System Of Texas($225B largest Texas Pension Fund) increased $GRAB position to [-------] shares. Why did the Texas Largest pension Fund bought this Singapore SuperApp while Retail investors kept selling May be that is why they are "Smart Money" BREAKING $GRAB Smart Money $56m position 🚀 13F Filing- OCBC Bank($500B Singapore Bank/Fund) increased $GRAB position substantially by [-------] shares to a total holding [--------] shares https://t.co/mpUaa8m96L BREAKING $GRAB Smart Money $56m position 🚀 13F Filing- OCBC Bank($500B"
X Link 2026-01-28T20:43Z 21.3K followers, [----] engagements
"BREAKING $META Earning Result 🚨🚨🚨 Revenue $59.89B vs $58.46B est EPS $8.88 vs $8.19 est Advertising revenue $58.14B vs $56.79B est Family of Apps revenue $58.94B vs $57.47B est Family of Apps operating inc $30.77B vs $30B est Operating income $24.75B +5.9% y/y Reality Labs revenue $955M est. $962.7M Reality Labs operating loss $6.02B est. loss $5.8B META CapEx for [----] $162-$169B $META Q4 [----] Earning Consensus 🧵 Revenue: $58.3 billion to $58.45 billion Adjusted EPS: $8.15-$8.21 Ads revenue: $56.85B Investors will pay atteion to Advertising Strength AI investment/CapEx outlook Q1 2026"
X Link 2026-01-28T21:04Z 21.3K followers, 26.9K engagements
"BREAKING $TSLA Earning Result 🚨🚨🚨 Revenue $24.901B vs $24.778B est EPS $0.50 vs $0.45 est @Tesla said to double compute size in Texas $TSLA @Tesla Q4 Earning Consensus 🧵 Revenue: $24.5-$25.1B Non-GAAP EPS: $0.44-$.45 GAAP EPS: $0.30-$0.35 Automotive gross margins: 16-17% compressed due to pricing competition (especially in China) lower regulatory credits and loss of some incentives/subsidies. Energy https://t.co/H5pmGolver $TSLA @Tesla Q4 Earning Consensus 🧵 Revenue: $24.5-$25.1B Non-GAAP EPS: $0.44-$.45 GAAP EPS: $0.30-$0.35 Automotive gross margins: 16-17% compressed due to pricing"
X Link 2026-01-28T21:09Z 21.4K followers, [----] engagements
"BREAKING $MSFT $AMD Q&A Section 🚨🚨 "WE DON'T WANT TO BE LOCKED"(used to be only $NVDA GPUs) "WE HAVE GREAT PARTNERSHIP WITH @AMD $AMD and $NVDA " A LOT OF INNOVATION FROM Chip makers "WE WANT TO HAVE ACCESS TO THE BEST TCO(IMPLYING AMD)" Finally for the first time since [----]. Dr. @LisaSu 🐐 is getting the recognition of TCO Hahahahaha. I told you so Agentic AI on AMD CPUs. Helios Rack has the best TCO TDP and $ per million tokens Congratz to all AMD shareholders. We make it Not Financial Advice BREAKING $MSFT Earning Result🚨🚨🚨 Revenue $81.3B vs $80.31B est EPS $4.14 vs $3.91est $AMD"
X Link 2026-01-29T00:18Z 21.3K followers, 58.5K engagements
"@Reuters out here speading fake new daily 😵💫 $GRAB isn't the only victim *MP MATERIALS $MP MAKES STATEMENT ON REUTERS RARE EARTH STORY "Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized government policy and caused *MP MATERIALS $MP MAKES STATEMENT ON REUTERS RARE EARTH STORY "Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized government"
X Link 2026-01-29T03:09Z 21.3K followers, [----] engagements
"$QQQ $SPY $DIA $IWM $IWO We are still looking at another 4-5 years of bull market. Productivity gain from AI will easily extend this to a full decade. You just can't be in cash like the $8 Trillion on the sidelines. This is not the time to be in Cash. Not Financial Advice https://twitter.com/i/web/status/2016715252461699205 https://twitter.com/i/web/status/2016715252461699205"
X Link 2026-01-29T03:29Z 21.3K followers, [----] engagements
"BREAKING @PalantirTech & @innodata ✅ NEW YORK NY / ACCESS Newswire / January [--] [----] / INNODATA INC. (Nasdaq: $INOD) today announced that it has been selected to provide high-quality training data and data engineering services to Palantir Technologies (Nasdaq: $PLTR) supporting Palantir's AI-enabled platforms for rodeo event analysis. In support of Palantir's partnership with rodeo operations Innodata is now further empowering these customers by providing them with specialized annotation and data engineering for thousands of hours of rodeo video footage. This work enables computer vision"
X Link 2026-01-29T13:35Z 21.3K followers, 36.4K engagements
"BREAKING $V @Visa Earning Result 🚨🚨🚨 Revenue $10.90B vs $10.68B est Adjusted EPS $3.17 vs $3.14 est"
X Link 2026-01-29T21:06Z 21.4K followers, [----] engagements
"BREAKING $SNDK Earning Result 🚨🚨🚨 Revenue $3.025B vs $2.599B Est EPS $6.20 vs $3.12B est"
X Link 2026-01-29T21:08Z 21.4K followers, [----] engagements
"BREAKING $AAPL @Apple Earning Result 🚨🚨🚨 Revenue $143.8B vs $138.39B est EPS $2.84 vs $2.67 est"
X Link 2026-01-29T21:30Z 21.3K followers, [----] engagements
"$AMD & $IBM Vision for Quantum Research✅ Two papers co-authored by IBM researchers detailing the results were posted to Cornell University's arXiv a research- sharing platform for papers that have yet to be peer-reviewed. The first paper showed how GPUs from @AMD contained within the Frontier supercomputer at Oak Ridge National Laboratory could be combined with IBM's Heron processor to model complex chemical systems and provide a 100- time speedup over central processing units or CPUs. "It's a notoriously difficult problem for classical computers" Chow explained. "But we know now there's a"
X Link 2026-01-30T01:52Z 21.4K followers, [----] engagements
"BREAKING $AMD Samsung 2nm🤔 Samsung said it began mass production of its first-generation 2nm chips last year and plans to start manufacturing second-generation 2nm chips this year. Samsung said $AMD and $QCOM are considering its 2nm process for some of their future chips🤔 BREAKING $AMD 13-15GW to [----] ✅ I have enough data to conclude @AMD or Dr. @LisaSu to deploy at least 13-15GW Of Helios and Future Racks into [----] after $MSFT $META Earning Call. Dr. @LisaSu also confirmed this negotiation phase with all AI natives and Hyperscalers during https://t.co/d8SWYkq7b7 BREAKING $AMD 13-15GW to"
X Link 2026-01-30T04:48Z 21.3K followers, [----] engagements
"$GRAB CFO @peter_oey discussed $7.4B warchest✅ Having shifted away from aggressive "growth at all costs" spending achieved sustained profitability and built a strong balance sheet the company is now prioritizing prudent disciplined capital allocation over rapid or risky deployment of its cash reserves. The overall tone is positive highlighting financial strength strategic maturity and a focus on sustainable long-term value in a competitive Southeast Asian market. The message is clear to all losing money competition we are not afraid of competition- For years now The war chest "wont be spent"
X Link 2026-01-30T11:48Z 21.4K followers, 16.6K engagements
"BREAKING $GRAB $GOTO Update🚀🚀🚀 My sources confirmed Telkomsel only has 2% of voting power. And $GRAB is not interested buying entire $GOTO business because they are all losing money just mobility/delivery as a favor for the President to consolidate this space to end price war. Telkomsel $GOOGL HSBC and all others invested in $GOTO are down massively. Particularly Telkomsel has $440m unrealized loss. And $GOTO is dying. The most profitable segment is Goto-Fin which was recently clapped from 0.4% interest a day down to $0.1% in Jan [----] by the President meaning it is burning money right now."
X Link 2026-01-30T13:32Z 21.5K followers, 15.6K engagements
"$AMD Fake New from SemiAnal & @WellsFargo ✍ TLDR: Yea I rather trust $WFC than 🤡at SemiAnal The downward pressure came after SemiAnalysis reportedly claimed @AMD MI450-series chips were behind schedule. However Wells Fargo analyst Aaron Rakers quickly countered these assertions suggesting the claims were unfounded based on his teams research. According to Rakers AMDs development on TSMCs N2 (2nm) process technology remains on track with the company having already completed tape-out and shipped Venice EPYC processor samples that use the same process node as the upcoming MI450-series. The N2"
X Link 2026-01-30T16:51Z 21.4K followers, 14.6K engagements
"BREAKING $GRAB & Thailand Charging Network✅ Thailand: Sharge to establish nationwide charging network for Grab Thai EV charging service provider Sharge has partnered with Grab to build a dedicated charging network for the company. It plans to invest over [---] million baht (around [----] million euros) in the project. Sharge will initially set up three charging stations under a pilot programme one each at Suvarnabhumi Airport and Don Mueang Airport in Bangkok and one in Pattaya (Chonburi Province). More than [--] per cent of Grab drivers in these areas have already adopted EVs. By [----] Sharge plans"
X Link 2026-01-30T17:01Z 21.4K followers, [----] engagements
"$GRAB CFO @peter_oey Full Article ✍ Will post the video if they decide to release it. After years of cost cuts restructuring and a hard pivot away from growth at all costs Grab is emerging from profitability with a sizable cushion: about $7 billion in cash on its balance sheet. But that war chest wont be spent in a rush. In a fireside chat at the Indonesia PE-VC Summit on Thursday Grabs chief financial officer Peter Oey said the tech giants capital deployment strategy remains anchored on two priorities that have largely stayed unchanged over the past few years: sustaining organic growth while"
X Link 2026-01-30T21:14Z 21.4K followers, [----] engagements
"$AMD CTO Full Interview✍ Mark Papermaster @AMD CTO / Ian Interviews #47 Mark Papermaster CTO and Executive Vice President at AMD discusses his career journey and AMD's focus on innovation (0:00). He reflects on AMD's transformation from [----] to the present highlighting the impact of Zen architecture and the company's shift to being a solutions provider (2:40). Zen's Proving Ground Years Papermaster refers to the first two generations of Zen as "proving ground years" where AMD established credibility as a consistent innovator and delivered leadership performance (4:57). Sustained Performance"
X Link 2026-01-30T22:19Z 21.4K followers, [----] engagements
"BREAKING $GRAB & $16.3m Brandnew Position✅ 13F Filing-Jennison Associates($220B Fund) started a brandnew position on $GRAB with [-------] shares. So Mike What do you think Retail kept selling and "Smart Money" swallowed millions of shares Because this is a long duration stock where most retail investors won't see that quick 100%-200% gain in weeks or months. I talked about Silver in the sub $20 $30 when they were chasing Quantum nonsense stocks. Recently they were bragging about buying Silver at $100-$110 and how it will go to $300 or $1000(didnt happen). Just like that I'm buying $GRAB and"
X Link 2026-01-30T22:40Z 21.5K followers, 14.1K engagements
"BREAKING $HIMS Short Interest near ATH @himshouse [--------] shares shorted-source: NYSE [-----] % of float. Institutional Onwership 105% Insane control from Short Sellers while fundamental is still solid Not Financial Advice $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9 $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9"
X Link 2026-01-31T01:20Z 21.4K followers, 46.8K engagements
"@DavidRi24012971 I think you followed me from the early $PLTR day I also have a very concentrated portfolio. My largest [--] are 75% of portfolio. $GRAB and $XYZ are abt the same allocation. then $HIMS. I sleep like a baby at night. Not Financial advice"
X Link 2026-01-31T15:03Z 21.3K followers, [---] engagements
"$AMD $NVDA $TSM @OpenAI 🧵 I talked about this since October [----] after OpenAI inked a 6GW deal with @AMD. I said there wasn't a contract with $NVDA and $AVGO yet. And I was right. Months of name calling and now confirmed. $AVGO also confirmed no discussion until 2027-2029 and depending on OpenAI. This WSJ leak was a heads-up from Jensen that the number isn't going to be $100B like initially announced. We must question why It is simple because OpenAI is competing with the largest or possibly the most powerful cash machine $GOOGL. And Investors were crying for months and years on how"
X Link 2026-01-31T15:44Z 21.3K followers, 33.6K engagements
"If $GOTO gonna go away in 2-3 years. Should $GRAB Buy $GOTO Mobility/Delivery Segment for $1-$1.5B What do you think Yes No Yes No"
X Link 2026-01-31T16:08Z 21.5K followers, [----] engagements
"BREAKING $GRAB Philippines Tourism ✅ TLDR: More Visa-Free Tourism and SEA is getting more friendly to $GRAB. This is logical as the largest employer in SEA where market share is 75% and inching to ward 90-95%. Philippines: 8-9 million (relatively flat from 2024-2025) $GRAB has nearly 95% market share on Mobility and 65%+ on Food Delivery but overall Delivery is higher since this segment is now much bigger with Dine-out Ads Quick-Commerce. Philippine Department of Tourism (DOT) officially named Grab as its Digital Tourism Partner through a Memorandum of Agreement (MOA) bakc in Sept/Oct 2025."
X Link 2026-01-31T17:51Z 21.5K followers, [----] engagements
"$AMD @WellsFargo also owns 9m @AMD shares✍ This kind of fake new been floating around since [----]. It is good to see large institutions came out this quick to debunk fake new from SemiAnal. $WFC 9m share represented 46% increase from prior 13F or roughly $2.1B in value. We need more high conviction like this to call out all the fake new and BS FUD. Wells Fargo also named AMD the best or Top pic for [----] due to its potentialin AI and Data Center where Margin will expand substantially. Aaron Rakers who also serves as the Managing Director and Senior Equity Analyst. He was the first to debunked"
X Link 2026-01-31T18:15Z 21.5K followers, [----] engagements
"@D_TuanMinh Because at $1.5B $GRAB can get it back in 1.5-2yrs. Consolidation liek this will speed up the flywheel much faster on other segments/services on overall growth. And you are correct on a dying business hence $GRAb has maximum leverage"
X Link 2026-01-31T18:38Z 21.4K followers, [---] engagements
"$GRAB Intrinsic Value DCF Focus 🧵 https://x.com/MikeLongTerm/status/2012954922203881733 $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and precisely where they misunderstood the business. I will also exclude $GOTO mobility/delivery acquisition for an https://t.co/135VbS8CFA https://x.com/MikeLongTerm/status/2012954922203881733 $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and"
X Link 2026-02-01T17:08Z 21.3K followers, [---] engagements
"$GRAB Secret Sauce 🧵 https://x.com/MikeLongTerm/status/1949129941192204659 $GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond It took me a while to gather the material for this thread. I will link down below other threads I talked extensively on all current and future $GRAB services to avoid making this thread too long. It is https://t.co/INkkzarcL8 https://x.com/MikeLongTerm/status/1949129941192204659 $GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond It took me a while to gather the material for this thread. I will link down below other threads"
X Link 2026-02-01T17:08Z 21.3K followers, [---] engagements
"$AMD Cumulative Revenue toward FY2030 ✍ TLDR: Should be around $450B-$650B(2026-2030) Read more below if you are interest. Subscribers can access the Sub Threads section. $NVDA Jensen also confirmed $NVDA won't invest $100B probably far less than that. I dont know the exact number. Will write a comprehensive thread on this at Free.99 for everyone in March/April as I gather more data. Modeling FY [----] will be the most difficult 2027-2030 will be easier. I will also need to listen to $AMZN and $GOOGL earning call. $MSFT and $META already confirmed to be a massive buyer for $AMD Helis and future"
X Link 2026-02-01T17:30Z 21.3K followers, [----] engagements
"BREAKING $WING & Smart Money 🚀 13F Filing-Massachusetts Financial Services($310B Fund) increased @wingstop position substantially by [------] shares or 48.14%. Total Holding: [-------] shares $WING and $BROS are so undervalued for its potential. Not Financial Advice https://t.co/w0kXa8nx3D $WING and $BROS are so undervalued for its potential. Not Financial Advice https://t.co/w0kXa8nx3D"
X Link 2026-02-01T18:31Z 21.6K followers, [----] engagements
"BREAKING $BROS & Smart Money 🚀🚀🚀 13F Filing-Jennison Associates($220B Fund) increased @DutchBro position massively by [------] shares or 3274% Total Holding: [------] shares BREAKING $BROS Q3 ER 🚀🚀🚀 Revenue $423.6m(25.2% YoY) vs $400m est EPS $0.21 vs $0.13 est Guided FY [----] $1.61 billion and $1.615 billion. Opened [--] new shops [--] of which were company-operated across [--] states. Adjusted EBITDA2 grew 22.3% to $78.0 million as compared to https://t.co/bDF2gDraMb BREAKING $BROS Q3 ER 🚀🚀🚀 Revenue $423.6m(25.2% YoY) vs $400m est EPS $0.21 vs $0.13 est Guided FY [----] $1.61 billion and $1.615"
X Link 2026-02-01T18:37Z 21.5K followers, [----] engagements
"@Micro2Macr0 We will get FFR down to 1-2% over time and when economy enters that sweet growth spot balance sheet can start selling at $30B a month until we are down to $1-2Trillion for foreign holding purpose"
X Link 2026-02-01T23:25Z 21.4K followers, [---] engagements
"Just in $GRAB & Large Regional Bank Purchase✅ 13F Filing- M&t Bank Corp($220B Fund/Bank) bought [------] $GRAB shares. Total Holding: [------] shares $GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the time I also started my initial buy. GRAB was trading at [--] P/S when it IPOed. Today GRAB it is trading at [--] P/S or [---] P/S https://t.co/Laf5w5UcIH $GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the"
X Link 2026-02-02T00:19Z 21.6K followers, [----] engagements
"@PalantirTech $PLTR Q4 [--] Earning Preview 🧵 Consensus Revenue $1.3-$1.35B Adjusted EPS $0.23-$0.27 My estimate: Revenue $1.4-$1.5B Adjusted EPS $0.30-$0.33 Investors will look at: Customer Count US commercial revenue growth Commercial Overall Margin if expanded adjusted operating margin was 51% in Q3 FCF Generation Growth Rule of [--] [----] Guidance AIP momentum Balance sheet What I will look at: Customer Count Expectation is high and Palantir will beat top and bottom. Not Financial Advice BREAKING @PalantirTech & IMC-Chicago🚀🚀🚀 13F Filing- IMC-Chicago($1.9 Trillion Fund) started a brandnew"
X Link 2026-02-02T10:46Z 21.6K followers, 27.7K engagements
"$AMD Q4 [----] Earning Preview 🧵 Dr. @LisaSu aims for double digits market share @AMD to report Q4 [----] AH on Tuesday Feb [--] [----] The company will host the call at 5:00 p.m. ET Guidance: $9.6B Analyst Consensus Revenue $9.65-$9.7B Adjusted EPS: $1.30-$1.33 My Estimate: Revenue: $10B+ Adjusted EPS: $1.33-$1.35 Investors will want to see: Data Center Growth Comment Guidance as most will only care about H2 [----]. So watch for comments during and at Q&A Client Gaming and Embedded Segments Growth Margin Expansion Guidance MI355X Ramp Heilos progress(if it ships a month early will send the stock"
X Link 2026-02-02T11:00Z 21.6K followers, 63.4K engagements
"BREAKING $GRAB & Largest Denmark Pension 🚀 13F Filing - PFA Pension Forsikringsaktieselskab($130B Largest commercial Pension) started a brandnew position on $GRAB with [-------] shares. This Fund is likely to increase Grab ownership to 10-15m shares. The float continues to be swallowed Institutions acclerating Accumulation Retail investors accelerating dumping The game hasn't changed. $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and precisely where they misunderstood the business. I"
X Link 2026-02-02T13:59Z 21.4K followers, [----] engagements
"$AMD & $ORCL implication on $50B Funding🧵 TLDR: Oracle may purchase up to 2-3GW from @AMD chips toward [----]. As all hyperscalers are increasingly focusing on TCOTDP and $ per million tokens like $META $MSFT and $AMZN. Read my prior posts to understand more. After months of pressure from the market investors and pretty much everybody from the Media @Oracle still moves to raise $45-$50B from a mix of Equity and Debt. @larryellison is still the 🐐 The goal is to maintain a solid investment-grade balance sheet while aggressively building out data centers and infrastructure. Oracle highlighted"
X Link 2026-02-02T15:44Z 21.3K followers, 11.6K engagements
"BREAKING $PLTR Q4 [--] Earning Result🚨🚨🚨 Revenue $1.41B vs $1.34B est EPS $0.25 vs $0.23 est @PalantirTech $PLTR Q4 [--] Earning Preview 🧵 Consensus Revenue $1.3-$1.35B Adjusted EPS $0.23-$0.27 My estimate: Revenue $1.4-$1.5B Adjusted EPS $0.30-$0.33 Investors will look at: Customer Count US commercial revenue growth Commercial Overall Margin if expanded adjusted https://t.co/ZHtQKC4yYa @PalantirTech $PLTR Q4 [--] Earning Preview 🧵 Consensus Revenue $1.3-$1.35B Adjusted EPS $0.23-$0.27 My estimate: Revenue $1.4-$1.5B Adjusted EPS $0.30-$0.33 Investors will look at: Customer Count US commercial"
X Link 2026-02-02T21:07Z 21.4K followers, 88.2K engagements
"@Quartr_App @eliano @BrettKrieger12 @DailyPalantir @arny_trezzi @PLTRs_Palantir @alc2022 @amitisinvesting @DominicRinaldi9 @em013L $PLTR is just getting started. S-curve moving to J-Curve. What is next The next level is Rocket Curve 🚀 Not Financial Advice"
X Link 2026-02-02T21:30Z 21.3K followers, [----] engagements
"BREAKING $PYPL New CEO & Earning🚨🚨🚨 Revenue $8.676B vs $8.801B est EPS $1.23 vs $1.28 est PayPal Holdings Inc. (NASDAQ: PYPL) today announced that its Board of Directors has appointed Enrique Lores as President and CEO effective March [--] [----]. Lores who has served on the PayPal Board for nearly five years and as Board Chair since July [----] succeeds Alex Chriss. To ensure a seamless transition Jamie Miller Chief Financial and Operating Officer will serve as Interim CEO until Lores assumes the role. David W. Dorman has been appointed as Independent Board Chair effective immediately. Today's"
X Link 2026-02-03T12:03Z 21.5K followers, [----] engagements
"More $PLTR Price Target 🚨🚨🚨 Mizuho $195 Da Davidson $180 UBS $180 Goldman Sachs $182 BREAKING $PLTR New PT this morning ✅ Piper Sandlers $230 Overweight Baird $200 Outperform Citigroup $260 There will be more new PT coming today. Will update https://t.co/zonRlmZ4aI BREAKING $PLTR New PT this morning ✅ Piper Sandlers $230 Overweight Baird $200 Outperform Citigroup $260 There will be more new PT coming today. Will update https://t.co/zonRlmZ4aI"
X Link 2026-02-03T13:29Z 21.5K followers, 10.7K engagements
"$WMT Congratz to all Shareholders ✅ @Walmart just hit $1 Trillion Market Cap. Sam Walton was a legend with relentless commitment to customer value. That wisdom now impacting almost all public companies. $PLTR $AMD $TSLA $XYZ $GRAB $HIMS Sam Walton (Walmart Founder) "We exist to provide value to our customers which means that in addition to quality and service we have to save them money." TrustValueGrowth 🎯 https://t.co/PMlMxfcKrg $PLTR $AMD $TSLA $XYZ $GRAB $HIMS Sam Walton (Walmart Founder) "We exist to provide value to our customers which means that in addition to quality and service we"
X Link 2026-02-03T14:46Z 21.5K followers, [----] engagements
"$GRAB-ed some Appreciated you bears😌 I hope to buy more under $4 or potentially at negative market cap. When to know when it is trading at negative market cap Cash $7.1B Receiveable $812m Inventory: $79m Equity Investment: $4.5B Goodwilld & Intangible asset: $1.04B Property/Plant: $712m Loan book: $821m Total: $15B. AKA negative market cap starts under $15B market Cap or under $3.68 per share. This is excluding Brandname which is $40B. Not Financial Advice $GRAB Another Howard Marks Interview ✅ Context: Oaktree Capital bought 10.2m $GRAB shares in Q1 [----]. 1.29m shares in Q2 and 0.52m shares"
X Link 2026-02-03T18:58Z 21.6K followers, [----] engagements
"$QQQ $SPY $DIA $IWM This was when growth stocks started selling off. You are welcome. Not Financial Advice The next 3-6 months: [--]. Most should get out short-term calls. [--]. And reduce your margin or get rid of it. Not Financial Advice. The next 3-6 months: [--]. Most should get out short-term calls. [--]. And reduce your margin or get rid of it. Not Financial Advice"
X Link 2026-02-03T19:09Z 21.6K followers, [----] engagements
"BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC BREAKING: Talks over a $100 billion deal between OpenAI and Nvidia $NVDA have stalled. Nvidia's Jensen Huang has reportedly "privately criticized" OpenAI's business strategy. https://t.co/Ebf6OqDdJk BREAKING: Talks over a $100 billion deal between OpenAI and Nvidia $NVDA have stalled. Nvidia's Jensen Huang has reportedly "privately criticized" OpenAI's business strategy. https://t.co/Ebf6OqDdJk"
X Link 2026-02-03T20:11Z 21.4K followers, 24.8K engagements
"BREAKING $AMD All PT This Morning✅ Rayman James $377 Outperform Rating KeyBance $300 Overweight Rating Truist $283 Buy Rating Evercore ISI $328Outperform Rating Mizuho $275 Outperform Rating Morgan Stanley $255 Equal Rating Will Update more PT later throughout the day Just In $AMD Q4 [----] Full Earning Call 🚨🚨🚨 Dr. @LisaSu 🐐🗣 No delay on H2 [----] Helios Rack. On track Testing Helios Racks with customers is going very well Record EPYC sale FCF doubled YOY 34% YOY revenue growth Data Center increased 39% SERVER SHARE GAIN :)) $INTC https://t.co/UBmwSW6X4i Just In $AMD Q4 [----] Full Earning"
X Link 2026-02-04T12:20Z 21.3K followers, 19.4K engagements
"@LisaSu $AMD $5Trillion MC is Inevitable Long Term🧵 https://x.com/MikeLongTerm/status/1977501244399681891 $AMD $5Trillion MC is Inevitable Long Term🧵 Context: I projected @AMD FY [----] Revenue to be $55B-$62B back in September in the thread "$AMD is a $620 stock by [----] 🧵" I believe I was too conservative and FY [----] may hit $70-$100B if $TSM executed on its expansion strategy https://t.co/oxKGJcdBX8 https://x.com/MikeLongTerm/status/1977501244399681891 $AMD $5Trillion MC is Inevitable Long Term🧵 Context: I projected @AMD FY [----] Revenue to be $55B-$62B back in September in the thread"
X Link 2026-02-04T13:44Z 21.3K followers, [----] engagements
"BREAKING $HIMS Launches Multi-Cancer Early Detection Testing 🚀🚀🚀 Hims & Hers Launches Multi-Cancer Early Detection Testing Connecting Customers to Cutting-Edge Proactive Care SAN FRANCISCO--(BUSINESS WIRE)--Today Hims & Hers Health Inc. (NYSE: HIMS) the leading digital health and wellness platform launched access to the Hims & Hers Multi-Cancer Test by Galleri a simple cancer screening blood test that can detect a signal for 50+ types of cancer even before symptoms appear1. This multi-cancer early detection (MCED) test combines Hims & Hers scale with GRAILs innovative cancer screening"
X Link 2026-02-04T14:01Z 21.4K followers, 13.5K engagements
"BREAKING $GOOGL CapEx Chart 🚨🚨🚨 @Google BREAKING $GOOGL Earning Result 🚨🚨🚨 @Google Revenue $113.8B vs $111.32B EPS $2.82 vs $2.63 est AI CapEx is $175-$185B https://t.co/O1is0BXrbl BREAKING $GOOGL Earning Result 🚨🚨🚨 @Google Revenue $113.8B vs $111.32B EPS $2.82 vs $2.63 est AI CapEx is $175-$185B https://t.co/O1is0BXrbl"
X Link 2026-02-04T21:33Z 21.3K followers, [----] engagements
"BREAKING $AMD & Evercore ISI comment✅ Evercore ISI: Reaffirmed Outperform. Raised price target to $328 (from prior levels). Called the pullback a clear "buy on weakness." Emphasized management's strong conviction in 60% data center revenue growth for [----] with [--] of the top [--] hyperscalers using AMD GPUs increasing purchase commitments and multiple multi-year deployments in discussion. Views AI franchise scaling broadly. BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 [----] ER H2 [----] is ON TRACK "We are seeing acceleration in the last 60-90 days" Demand Order pattern Top customers are"
X Link 2026-02-04T21:50Z 21.3K followers, [----] engagements
"$QQQ $SPY $DIA Commodities are getting clapped. That is all you need to know. It is planned. Not Financial Advice"
X Link 2026-02-05T06:07Z 21.5K followers, [----] engagements
"@amitisinvesting Commodities will need to go down for market to climb wall of worries comfortably"
X Link 2026-02-05T13:57Z 21.3K followers, [----] engagements
"BREAKING $HIMS EXPANDs Weight Loss🚀🚀🚀 Hims & Hers Expands Personalized Weight Loss Portfolio with Access to Compounded Semaglutide Pills Starting at $49/Month* SAN FRANCISCO--(BUSINESS WIRE)--Hims & Hers Health Inc. (Hims & Hers NYSE: HIMS) the leading health and wellness platform today announced an expansion of its weight loss specialty by enabling providers to prescribe a Compounded Semaglutide Pill with the same active ingredient as Wegovy**. This needle-free treatment joins a full suite of weight loss solutions designed to meet the specific needs and preferences of individual"
X Link 2026-02-05T14:03Z 21.3K followers, [----] engagements
"BREAKING $AMD Barclays $300 PT BUY Rating✅ Barclays analyst Thomas O'Malley maintains a Buy rating on @AMD stock with Price Target $300 BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 [----] ER H2 [----] is ON TRACK "We are seeing acceleration in the last 60-90 days" Demand Order pattern Top customers are ORDERING/RAMPING quickly $NVDA $AMD on @OpenAI AMD is lowest cost on Inference. Great https://t.co/TalLsz76iw BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 [----] ER H2 [----] is ON TRACK "We are seeing acceleration in the last 60-90 days" Demand Order pattern Top customers are ORDERING/RAMPING"
X Link 2026-02-05T14:29Z 21.3K followers, [----] engagements
"@AMD Thomas O'Malley-Barclays Analysts $AMD"
X Link 2026-02-05T14:31Z 21.3K followers, [---] engagements
"@jukan05 No. Bitcoin/ETH should always be viewed as a hedge for younger people against fiat And Inflation is heading down so that is that"
X Link 2026-02-05T15:45Z 21.3K followers, [---] engagements
"$PLTR $AMD $TSLA $XYZ $GRAB $HIMS $QQQ $SPY $DIA TLDR: know what you own At least my followers were warned ahead of time. On average Stocks do go down randomly even they double to triple beat on earning. It is essential to focus only on Fundamental. Day or week like this will be testing your high conviction thesis. I talked about commodities rallying was a concern and it is now in a massive correction. Even the sp500 has to go down 15-20% to get commodities clapped it would be justified. We do not want a repeat of 2020-2022 type of rallies. Peter Lynch consistently emphasized focusing on the"
X Link 2026-02-05T15:59Z 21.3K followers, [----] engagements
"$GRAB FiCO/GrabFin Analysis 🧵 Context: It is critical to build a FICO system in SEA to service current 46m customers +15m drivers/merchants partners and soon to service 700m+ population or 5B when fully expanded to "bottom of pyramid" concept. More data will enable smoother lending and higher revenue and profit margin. Large businesses that want to do business in SEA will also have to pay Grab for FICO data similar to how $FICO collects royalty fee or $500m per quarter. FICO has B2C and B2C revenue potentials. Grab Southeast Asia's leading AI SuperApp has recently announced a significant"
X Link 2026-02-05T20:16Z 21.6K followers, [----] engagements
"$QQQ $SPY $DIA When we return to "normal market" Not Financial Advice"
X Link 2026-02-05T20:49Z 21.6K followers, [----] engagements
"BREAKING $AMZN CapEx 🚀 @amazon $200B vs $146.11B CapEx now slowing down. Confirmed BREAKING $AMZN Q4 [----] Earning Report🚨🚨🚨 Revenue $213.4B vs $211.44B est EPS $1.95 vs $1.97 est https://t.co/Gr3YGfuFHr BREAKING $AMZN Q4 [----] Earning Report🚨🚨🚨 Revenue $213.4B vs $211.44B est EPS $1.95 vs $1.97 est https://t.co/Gr3YGfuFHr"
X Link 2026-02-05T21:07Z 21.3K followers, [----] engagements
"BREAKING $AMZN Q4 [----] Full Earning Call✅ "The faster we install chips the quicker we can monetize"= AI Bubble is nonsense "The majority of AI long term will mostly be Inference" $AMD 🚀🚀🚀 "AI gonna be with thousands and thousands of companies over time" "Very good relationship with @OpenAI" "Quick Commerce is acclerating Growth Fast like in India" 🚀 $GRAB is doing this in SEA Net sales increased 14% to $213.4 billion in the fourth quarter compared with $187.8 billion in fourth quarter [----]. Excluding the $2.8 billion favorable impact from year-over-year changes in foreign exchange rates"
X Link 2026-02-05T23:03Z 21.4K followers, [----] engagements
"@2mike55 from 2000-2006 they said Cloud would mature and slow in 2010-2011. But here we are moving to the next level and growing the fastest into AI Cloud AMD is the winner long long term"
X Link 2026-02-05T23:07Z 21.3K followers, [--] engagements
"$QQQ $SPY $DIA $PLTR $TSLA $AMD $GRAB $XYZ $HIMS Silver $ETH Only $25-$30 more to go. For some may be just skip the stock market for a month then come back. This is healthy. We will be fine. Earning are solid CapEx are solid I will let subscribers know when I be accumulate silver again. Not Financial Advice $AMD $PLTR $TSLA $GRAB $XYZ $HIMS $AMZN $GOOGL $META $MSFT $NVDA $TSM Did you buy the dip What did you buy Comment down below $AMD $PLTR $TSLA $GRAB $XYZ $HIMS $AMZN $GOOGL $META $MSFT $NVDA $TSM Did you buy the dip What did you buy Comment down below"
X Link 2026-02-06T00:39Z 21.3K followers, [----] engagements
"$NVDA Jensen Huang at Cisco AI Summit Full 🎙 $AMD $TSM $AVGO Cisco AI Summit Chuck Robbins Chair & CEO of Cisco and Jensen Huang Founder President & CEO of @NVIDIA sit down for an exclusive fireside chat offering a rare unfiltered look into the future of intelligence infrastructure and the global shift that is redefining every industry on the planet. Source & Credit: Cisco https://www.youtube.com/watchv=6fbyiPRhMSs BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC https://t.co/MhvDSpEvPX"
X Link 2026-02-06T02:50Z 21.3K followers, [----] engagements
"$AMD All Price Target after Q4 [--] Earning ✅ Rayman James- $365 Outperform Wells Fargo- $345 Overweight/BUY HSBC- $335 BUY Evercire ISI- $328 Outperform KeyBanc- $300 Overweight/BUY Rosenblatt- $300 BUY Baird- $300 Outperform Wedbush- $290 Outperform Susquehanna- $300 BUY Bank of America-$280 BUY TD Cowen- $290 BUY Truist Financial- $283 BUY UBS- $310 BUY Mizuho- $275 BUY Benchmark- $325 BUY Loop Capital- $310 BUY Cantor Fitzgerald- $350 Overweight Stifel- $280 BUY $AMD False Narrative vs Facts 🧵 [--]. Before I go in to the full thread I want to post some facts first: Q4 [----] ER Revenue $10.27B"
X Link 2026-02-06T13:07Z 21.5K followers, 48.7K engagements
"BREAKING $NVDA CEO Jensen New🎙 on CNBC $AMD $TSM $AVGO @OpenAI @AnthropicAI 🚨 "AI is going to Fundamentally change how we compute everything"- Jensen Huang OpenAI Anthropic are so compute constraint 7-8 years or more AI infrastructure buildout Source & Credit: CNBC BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 [----] ER H2 [----] is ON TRACK "We are seeing acceleration in the last 60-90 days" Demand Order pattern Top customers are ORDERING/RAMPING quickly $NVDA $AMD on @OpenAI AMD is lowest cost on Inference. Great https://t.co/TalLsz76iw BREAKING $AMD Dr. @LisaSu on CNBC🚨🚨🚨 After Q4 2025"
X Link 2026-02-06T17:49Z 21.3K followers, 15.2K engagements
"$QQQ $SPY $DIA $PLTR $TSLA $AMD $XYZ $HIMS $GRAB $AMZN $META $GOOGL $MSFT. Lots of people blew up their accounts in the last 4-8 weeks. I don't offer Financial Advice but I hope it was helpful Margin and short-term calls are not your friend Especially when commodities started rallying violently from September [----] I was also accused of getting paid writing about companies I own for years. I understand the sentiment and how painful it was to look at your portfolio. But I do own these companies and I never got paid. If you know how I can get paid from these companies pls let me know Will"
X Link 2026-02-06T18:01Z 21.5K followers, [----] engagements
"13F Filing- AustralianSuper Pty on $AMD"
X Link 2026-02-06T20:41Z 21.3K followers, [----] engagements
"$HIMS @AndrewDudum Focus on the Mission Not Financial Advice Video credit: Madhouse & Shingo Natsume & Shinpei Nagai Today were taking another step in making it easy to get proactive about your health. Introducing the Hims & Hers Multi-Cancer Test by Galleri. By combining innovation from @GrailBio and the ease of our platform were giving you a way to screen for a signal for 50+ types of https://t.co/chivKtReUy Today were taking another step in making it easy to get proactive about your health. Introducing the Hims & Hers Multi-Cancer Test by Galleri. By combining innovation from @GrailBio and"
X Link 2026-02-07T03:13Z 21.3K followers, [----] engagements
"@CMDarnton0 $HIMS will be fine. Strive Pharmacy is 503A pharmacy. A federal judge dismissed one Lilly lawsuit against Strive before. This will mostly impact how the Ads going to run from here. NFA"
X Link 2026-02-07T03:25Z 21.3K followers, [----] engagements
"$AMD is a [---] Trillion by FY2027 on TTM P/FCF 🧵 Bears are not ready for FY2026 FCF CASH is KING and FCF beat the Sexist Narrative It is going to be $15B at minimum(TTM FY2026) I'm going to use Forward TTM P/FCF Base case: $25B TTM FCF FY [----] 55x= $1.375 Trillion Bull case: $30B TTM FCF FY2027 60x= $1.8 Trillion Bear Case: $20B TTM FCF FY2027 50x= $1 Trillion Not Financial Advice BREAKING $AMD HOLY 🐮$200m BUY🚀🚀🚀 13F Filing- AustralianSuper Pty($250B Fund) started a MASSIVE brandnew position on @AMD with [------] shares or $200000000 in [--] press BUY The FOMO in UNREAL I told you institutions"
X Link 2026-02-07T03:53Z 21.5K followers, 11.4K engagements
"@himshouse @edwrdmoreno $HIMS will be fine. Strive Pharmacy is licensed 503A pharmacy. A federal judge dismissed one Lilly lawsuit against Strive before. This will mostly impact how the $HIMS Ads going to run from here. NFA"
X Link 2026-02-07T04:10Z 21.4K followers, [---] engagements
"$GRAB & D .E Shaw & Co($180B Fund) 📶 I think D.E Shaw is going to be the top [--] shareholders and potentially surpassing @BlackRock with [---------] shares or even #1 from @MorganStanley with [---------] shares(Excluding non-institutional owners) Some interesting context: D.E. Shaw & Co. is a pioneer in quantitative and systematic investing known for blending advanced computational models with rigorous human-driven research. While originally famous as a "quant king" D.E. Shaw does have an activist arm led by Quentin Koffey (former Elliott Management PM) and when they take activist positions"
X Link 2026-02-07T04:23Z 21.6K followers, [----] engagements
"$HIMS if this SI flips to 10-20m shares in next few weeks from ATH or [--------] shares shorted or 40% float. That would mean Well Play bears Not Financial Advice $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9 $HIMS Fundamental Snapshot ✅ Fundamental Noise https://t.co/aIz5OhTWC9"
X Link 2026-02-07T19:52Z 21.4K followers, [----] engagements
"@SteveUrkelDude $PLTR did fine with Dr. Karp 🤔"
X Link 2026-02-07T21:17Z 21.4K followers, [----] engagements
"The end of this drama "We fought the big pharma until regulators told us to stop" Pr This is giving $HIMS attention x1000 more than normal ads. Consumers are smart these days they look for alternative that are as safe but at a much lower price. That is how $AMZN and these Giant businesses have done so well because they fight for customers first. https://twitter.com/i/web/status/2020262086819926477 https://twitter.com/i/web/status/2020262086819926477"
X Link 2026-02-07T22:23Z 21.4K followers, [----] engagements
"$WMT $COST $AMD $NVDA $TSM $PLTR $TSLA. Everyone is asking why $WMT and $COST are trading at much higher multiple than AI stocks that are growing much much faster. You may not like the answer and even myself dont think it is justified but that is where we are. That is why Legend/Contrarian investors like Howard Marks or Stanley Druckenmiller or Ray Dalio are heavily allocated in Emerging Economies like in Southeast Asia(Much cheaper valuation) The answer is predictable FCF. Until the rest of hypergrowth companies FCF become more predictable it will continue to be volatile depending on the"
X Link 2026-02-07T22:38Z 21.4K followers, [----] engagements
"@SteveUrkelDude $TSLA did fine with Elon 🤔"
X Link 2026-02-07T23:43Z 21.4K followers, [---] engagements
"$QQQ $SPY $DIA Commodities trend is changing But it is not over yet but it should be more stable from now. Really difficult to "run it hot" if commodities were rising like mid-late Jan [----]. Now you know why we need new Fed Chair Kevin Warsh. FFR will go down a lot by year end and [----]. Don't be too bearish. Don't fight the FED. Not Financial Advice The next 3-6 months: [--]. Most should get out short-term calls. [--]. And reduce your margin or get rid of it. Not Financial Advice. The next 3-6 months: [--]. Most should get out short-term calls. [--]. And reduce your margin or get rid of it. Not Financial"
X Link 2026-02-08T00:54Z 21.4K followers, [----] engagements
"@Unravel_2000 @nikoliasgoninus $HIMS will be fine profitable fcf+ and investors are willing to do convertible note at 0% interest in exchange for equity"
X Link 2026-02-08T02:16Z 21.4K followers, [---] engagements
"@MHJCAT yea and the catalyst was posted [--] hours ago. Stock will bounce"
X Link 2026-02-08T03:15Z 21.4K followers, [----] engagements
"$HIMS 🐣 vs 🦖 Everyone is searching a tiny company named HIMS and the drama where Strive Pharmacy licensed 503A compounding pharmacy is making the weight loss drug at lower price. A platform with a tiny $5B market cap trying to save $100 a month so consumers get to lose weight and live longer. Not just weight loss but trying to save consumers money from sexual health hair loss treatment mental health skin care and many others. The little guy trying to save money for consumers from big Pharma. If $HIMS products didn't work how did they grew from [--] to 119k paid subscribers from [----] to 2018"
X Link 2026-02-08T04:47Z 21.5K followers, 75.3K engagements
"@lnsdarno @PalantirTech I dont sell winner like $PLTR"
X Link 2026-02-08T18:29Z 21.4K followers, [--] engagements
"$AAPL Translation AI is the most profound opportunity so we won't spend on it Apple $AAPL had an internal all-hands meeting this week . This is what CEO Tim Cook told employees about AI and Apple's role in it: "AI is one of the most profound opportunities of our entire lifetime. I truly believe there is no company better positioned to let our customers https://t.co/S2uiIITkq5 Apple $AAPL had an internal all-hands meeting this week . This is what CEO Tim Cook told employees about AI and Apple's role in it: "AI is one of the most profound opportunities of our entire lifetime. I truly believe"
X Link 2026-02-08T20:33Z 21.4K followers, [----] engagements
"@jassingh1234567 @AMD I dont use App. Just mostly 13f-q and website financial reports or transcript. There are some good website like FiscalAI to see chart and comp but they do charge money"
X Link 2026-02-09T02:35Z 21.4K followers, [--] engagements
"$qqq $spy $dia Liquidity is coming from the Fed what does this mean for commodities Are they going to enter phase [--] rally or fade away We wont see those cash-like positions moving until the trend is clear. I think Kevin Warsh won a battle but the war is not over. Would love the certainty but how would I buy stocks at a bargin with certainty I'm ready for tomorrow Not Financial Advice https://twitter.com/i/web/status/2020722172801454086 https://twitter.com/i/web/status/2020722172801454086"
X Link 2026-02-09T04:51Z 21.5K followers, [----] engagements
"@eliant_capital It is bullish but still have to tame commodities from this rally"
X Link 2026-02-09T12:38Z 21.4K followers, [---] engagements
"@YOKi_SGN @D3GSolutions They wont win for [---] days damage. But they are seeking to stop not just $HIMS but all others to sell compounded weight loss which will result in a loss like when $LLY sued Strive Pharmacy and failed"
X Link 2026-02-09T13:02Z 21.5K followers, [---] engagements
"@Mr_Derivatives at $18 $HIMS is trading at 1.86x P/S 79% average growth last [--] years. less than 2x P/S is typical for mature business with no growth or declining revenue with declining margin which is not the case here. NFA"
X Link 2026-02-09T13:57Z 21.5K followers, [----] engagements
"$HIMS $NVO $LLY @strivepharmacy European company suing American company to keep price higher. Strive Pharmacy is also taking action is taking action This will have larger impact on overall compounded medicines not just $HIMS or Strive. We will see how this results in court. Last year A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta (non-binding comments that nevertheless can inform other courts) he cast doubt on the company's entire legal theory. Big Pharma been suing around for months and years to keep monopoly."
X Link 2026-02-09T14:05Z 21.5K followers, 10K engagements
"$LLY sued Strive Pharmacy- $HIMS and failed. Strive is suing $LLY and $NVO back for anti-competitive practice A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful. $NVO will fail this lawsuit https://twitter.com/i/web/status/2020863134882267317 https://twitter.com/i/web/status/2020863134882267317"
X Link 2026-02-09T14:11Z 21.5K followers, [----] engagements
"A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful"
X Link 2026-02-09T14:12Z 21.5K followers, [----] engagements
"@DivesTech $ADBE is better @DivesTech. Highest FCF Margin Lowest SBC. @Adobe also did the most buyback"
X Link 2026-02-09T14:25Z 21.5K followers, [----] engagements
"Strive vs $LLY last year A Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful. https://twitter.com/i/web/status/2020867815591330301 https://twitter.com/i/web/status/2020867815591330301"
X Link 2026-02-09T14:30Z 21.5K followers, [----] engagements
"$HIMS Short sellers are getting GREEDY 🚨🚨🚨 Context: Strive Pharmacy is a primary compounding partner for Hims & Hers Health Inc. (HIMS) specifically manufacturing specialized formulations for their weight-loss and telehealth portfolio I found it interesting that short sellers wouldn't take this opportunity to take profit on this FUD. $LLY sued Strive Pharma and a Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote"
X Link 2026-02-09T14:51Z 21.6K followers, 14.1K engagements
"BREAKING $GRAB Top Leader in BNPL🚨🚨🚨 Industry reports position Grab PayLater as a top leader in SEA's BNPL space. Platform-embedded BNPL (tied to super apps and e-commerce) dominates the region and Grab is frequently highlighted as a primary access point for consumers in Southeast Asia. Reports note that large ecosystems like Grab PayLater. Context: BNPL was very small part of SEA economy but grew exceeding $50B in volume. Experts expect BNPL to accelerate $GRAB Monthly and Daily Transacting Users in [----]. While exact standalone PayLater user numbers aren't publicly broken out in recent"
X Link 2026-02-09T15:07Z 21.6K followers, [----] engagements
"@smaugizbored @investingluc $NVO and $LLY are getting greedy and that will not end well"
X Link 2026-02-09T15:10Z 21.5K followers, [---] engagements
"@DeepIceValue $UNH $NVO went down because of Fundamental weakening. $HIMS went down because of short sellers and emotional retail investors. Fundamental is rock solid and gaining shares. $HIMS is a tiny company"
X Link 2026-02-09T15:40Z 21.6K followers, [---] engagements
"1. Strive Pharmacy is a licensed 503A compounding pharmacy. [--]. Compounded versions of drugs been around for decades under FDA rules and it was declared shortages. [--]. $HIMS halted the pill offering in just [--] days [--]. This isn't years of lawsuits. $LLY sued Strive Pharma and a Delaware judge dismissed Lilly's case against Strive Pharmacy for lack of standing and in dicta cast doubt on the company's entire legal theory. Another judge in throwing out Lilly's lawsuit against Willow Health pointedly wrote that personalized supervised compounded GLP-1prescriptions are lawful.(2025) [--]. Yes FDA can"
X Link 2026-02-09T16:11Z 21.6K followers, [----] engagements
"13F Filing - Life Cycle Investment Partners on $PLTR"
X Link 2026-02-09T17:34Z 21.6K followers, [----] engagements
"Just In🚨 $PLTR 13F Filing- Mediolanum International Funds($10B Fund) increased @PalantirTech position by 18.74% or [-----] shares. Total holding: [------] shares BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with [------] shares "Dumb money" Has been the biggest sellers in this recent selloff The game hasn't changed with "Smart money" https://t.co/iYb6sRSuPH BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with 605074"
X Link 2026-02-09T19:33Z 21.6K followers, [----] engagements
"13F Filing- Mediolanum International Funds on $PLTR"
X Link 2026-02-09T19:33Z 21.6K followers, [---] engagements
"$WMT Valuation 🧐 Bloomberg CNBC Contributors are hyping up @Walmart like the next $NVDA. Walmart carries a trailing P/E ratio of approximately [-----] and a forward P/E ratio of approximately [-----]. In Howard Marks memo "The Calculus of Value" (August 2025) Marks notes that high valuations presage low subsequent returns and vice versa Marks' view is that buying reliable stocks like Walmart at high valuations tends to result in below-average long-term returns And yes institutions are overpaying for safety right now. Not Financial Advice $WMT Congratz to all Shareholders ✅ @Walmart just hit $1"
X Link 2026-02-09T19:53Z 21.5K followers, [----] engagements
"BREAKING $HIMS $40 PT @MorganStanley 🚨 $MS reiterates $HIMS $40 PT with Equalweight Rating. Cited: $49 compounded semaglutide offering removed Morgan Stanley analysts highlighted a significant deceleration in growth forecasting revenue to slow to 17% in [----] and 15% in [----] which is below broader consensus estimates. The firm expects the mens sexual health business to be a drag on growth through the first half of [----] due to subscription plan shifts and increased price competition. $HIMS Adjustment on Growth toward 2030🧵 Not Financial Advice FY2025: Revenue: $2.35B or 58% YoY (weightloss"
X Link 2026-02-09T20:19Z 21.6K followers, 19.3K engagements
"$GRAB Intrinsic Value DCF Focus 🧵 https://x.com/MikeLongTerm/status/2012954922203881733 $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and precisely where they misunderstood the business. I will also exclude $GOTO mobility/delivery acquisition for an https://t.co/135VbS8CFA https://x.com/MikeLongTerm/status/2012954922203881733 $GRAB Intrinsic Value DCF Focus 🧵 Current Share Price: $4.38. MC: $17.9B Most analysts PT in the $7-$8. I will explain to you how analysts got to this PT and"
X Link 2026-02-09T20:35Z 21.6K followers, [----] engagements
"BREAKING $META & $408m Purchase🚨🚨🚨 13F Filing- Life Cycle Investment Partners($15B Fund) started a brandnew position on @Meta with [------] shares BREAKING $META All Price Target Today 🚀🚀🚀 $AMD $NVDA Jefferies: Raised to $1000 from $910 (Buy rating) Rosenblatt: Raised to $1144 (high-end target Buy rating; noted as the highest overall) BofA (Bank of America): Raised to $885 from $810 (Buy) Piper Sandler: https://t.co/n3NmTFhQoc BREAKING $META All Price Target Today 🚀🚀🚀 $AMD $NVDA Jefferies: Raised to $1000 from $910 (Buy rating) Rosenblatt: Raised to $1144 (high-end target Buy rating;"
X Link 2026-02-09T22:00Z 21.6K followers, [----] engagements
"$NOW SBC I knew when I want to issue SBC and be cool like Bill Belief is the ultimate force multiplier. When leaders believe in their team with purpose and heart. people run faster think bigger and RISE together 🤝❤ #MondayMotivation https://t.co/DkU9ob5KI5 Belief is the ultimate force multiplier. When leaders believe in their team with purpose and heart. people run faster think bigger and RISE together 🤝❤ #MondayMotivation https://t.co/DkU9ob5KI5"
X Link 2026-02-10T02:09Z 21.6K followers, [----] engagements
"I love it when bears claimed bubble [---] times a year and still got tons of engagement. Clearly Fear is so easy to sell. I bet you most of them can't even do DCF. Or even read 10k-q. It is that sad"
X Link 2026-02-10T02:40Z 21.6K followers, [----] engagements
"BREAKING $TSM $AMD $TSM Jan Rev came in $401.6B Taiwan dollar or $12.73B. up 20% QoQ or 37% YoY $AMD is $1.4 Trillion Market Cap FY2027 🧵 FCF Generation model/projection Not Financial Advice AMD's free cash flow generation is poised for robust growth over the next [--] years (especially from H2 2026) driven by accelerating data center momentum particularly from the ramp https://t.co/LZOJC4tRXA $AMD is $1.4 Trillion Market Cap FY2027 🧵 FCF Generation model/projection Not Financial Advice AMD's free cash flow generation is poised for robust growth over the next [--] years (especially from H2 2026)"
X Link 2026-02-10T11:50Z 21.6K followers, [----] engagements
"@Unravel_2000 It will happen $GRAB is thinking about it but these presidents are asking for it as favor"
X Link 2026-02-10T17:01Z 21.6K followers, [---] engagements
"@noobking42069 @grok @eliano @PalantirTech @grok. I demand $10 of compensation Grok https://www.sec.gov/Archives/edgar/data/1374170/000137417026000012/0001374170-26-000012-index.htm https://www.sec.gov/Archives/edgar/data/1374170/000137417026000012/0001374170-26-000012-index.htm"
X Link 2026-02-10T22:30Z 21.5K followers, [--] engagements
"@grok @noobking42069 @eliano @PalantirTech Ok @grok i will take $100 do u need my @CashApp"
X Link 2026-02-10T22:32Z 21.5K followers, [--] engagements
"@grok @noobking42069 @eliano @PalantirTech @CashApp but you @grok and @noobking42069 hurt my feeling. So I will only take $150 this time"
X Link 2026-02-10T22:34Z 21.5K followers, [--] engagements
"BREAKING $HOOD @BlackRock BOUGHT🚨🚨🚨 13F Filing- BlackRock Inc($15Trillion Fund) bought [-------] @RobinhoodApp shares. Bring Total to: [--------] Shares https://www.sec.gov/Archives/edgar/data/2012383/000201238326000920/0002012383-26-000920-index.htm BREAKING $HOOD Massive 10.6m shares BUY🚨 @amitisinvesting 13F Filing- @NorgesBank ($2 Trillion Fund) started a massive brandnew position on @RobinhoodApp with [--------] shares or $1.2B. https://t.co/czYAzLxCo1 https://www.sec.gov/Archives/edgar/data/2012383/000201238326000920/0002012383-26-000920-index.htm BREAKING $HOOD Massive 10.6m shares BUY🚨"
X Link 2026-02-12T19:00Z 21.7K followers, [----] engagements
"BREAKING $AMD $33m BUY 🚨🚨🚨 13F Filing- Saturna Capital CORP($10B Fund) bought [------] @AMD shares. Total Holding: [------] shares BREAKING $AMD HOLY🐮@BlackRock Bought🚨 13F Filing- Black Rock Inc($15 Trillion Fund) bought [--------] @AMD shares or $2.3B Buy the Dip Bring Total to: [---------] Shares J-Curve is just getting started for AMD https://t.co/On8b0Infdq BREAKING $AMD HOLY🐮@BlackRock Bought🚨 13F Filing- Black Rock Inc($15 Trillion Fund) bought [--------] @AMD shares or $2.3B Buy the Dip Bring Total to: [---------] Shares J-Curve is just getting started for AMD https://t.co/On8b0Infdq"
X Link 2026-02-13T12:32Z 21.7K followers, [----] engagements
"Too many retail investors are chasing businesses that dilute you QoQ YoY. Most will learn it the hardway medium- long term. I love businesses that returning back some capital to shareholder with Buy Back from strong FCF generation. Not Financial Advice"
X Link 2026-02-13T13:07Z 21.7K followers, [----] engagements
"BREAKING $GOOGL Q4 [----] Full Earning Call🚨 @Google Revenue: $113.8 billion up 18% year-over-year (YoY) surpassing analyst estimates of around $111.3$111.4 billion. Earnings Per Share (EPS): $2.82 (adjusted/GAAP) up from $2.15 in Q4 [----] beating expectations of $2.63$2.64. Net Income: Approximately $34.5 billion up 30% YoY. Google Cloud: A major driver of growth with revenue surging 48% to $17.7 billion (well above expectations of $16.2 billion) reflecting strong demand for AI and cloud services. Revenue exceeded $400 billion for the first time (around $402.8 billion up 15% YoY). Full-year"
X Link 2026-02-04T22:33Z 21.7K followers, [----] engagements
"BREAKING @PalantirTech 🚨🚨🚨 $PLTR has received an upgrade from Daiwa moving from a Neutral to a Buy rating. $180 PT BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with [------] shares "Dumb money" Has been the biggest sellers in this recent selloff The game hasn't changed with "Smart money" https://t.co/iYb6sRSuPH BREAKING $PLTR & $105m Purchase 🚨🚨🚨 13F Filing - Life Cycle Investment Partners($15B Fund) started a brandnew position on @PalantirTech with [------] shares "Dumb money" Has been the biggest"
X Link 2026-02-10T12:03Z 21.7K followers, 56.9K engagements
"BREAKING @PalantirTech $45m BUY 🚀🚀🚀 13F Filing- National Pension Service($900B South Korea largest pension Fund) bought [------] $PLTR shares. Total Holding: [-------] Shares. Well looks like Korean folks gonna retire nicely here. BREAKING @PalantirTech 🚨🚨🚨 $PLTR has received an upgrade from Daiwa moving from a Neutral to a Buy rating. $180 PT https://t.co/15uIGQUn7t BREAKING @PalantirTech 🚨🚨🚨 $PLTR has received an upgrade from Daiwa moving from a Neutral to a Buy rating. $180 PT https://t.co/15uIGQUn7t"
X Link 2026-02-10T13:39Z 21.7K followers, 4.8M engagements
"BREAKING $GRAB Q4 Earning Result 🚨🚨🚨 Revenue $906m EPS $0.00 . in Q4 [----] Free Cash Flow rose 78% YoY to $. New $ program Loan portfolio hit $1.18B Cash liquidity still $7.4B CEO We exited [----] with a record fourth quarter delivering our first full year of net profit and crossing [--] million Monthly Transacting Users said Anthony Tan Group Chief Executive Officer and Co-Founder of Grab. CFO We delivered another record full year Adjusted Free Cash Flow through disciplined cost management and strengthened unit economics solidifying our liquidity position and validating our long-term strategy"
X Link 2026-02-11T22:12Z 21.7K followers, 30.1K engagements
"BREAKING $AMZN 1.5m Shares BOUGHT🚨🚨🚨 13F Filing- Primecap Management($140B Fund) Bought [-------] @amazon Shares. Bring Total to: [--------] shares $AMZN @amazon Valuation ✅ Starting from $715B in [----] 15% YoY: 2026: Revenue $822B EPS: $11.24 Forward P/E 35x= $393.4 2027: Revenue $946B EPS: $13 Forward P/E 35x= $455 2028: Revenue $1.09T EPS: $15 Forward P/E 35x= $525 2029: Revenue $1.25T EPS: $17.25 Forward P/E 35x= https://t.co/mUKNdAoljd $AMZN @amazon Valuation ✅ Starting from $715B in [----] 15% YoY: 2026: Revenue $822B EPS: $11.24 Forward P/E 35x= $393.4 2027: Revenue $946B EPS: $13 Forward"
X Link 2026-02-12T19:08Z 21.7K followers, [----] engagements
"13F Filing- Saturna Capital CORP($10B Fund) bought [------] $AMD shares"
X Link 2026-02-13T12:32Z 21.7K followers, [---] engagements
"13F Filing- @CharlesSchwab Investment($12 Trillion Fund) bought [------] $PLTR shares. https://www.sec.gov/Archives/edgar/data/884546/000175272426000003/0001752724-26-000003-index.htm https://www.sec.gov/Archives/edgar/data/884546/000175272426000003/0001752724-26-000003-index.htm"
X Link 2026-02-13T15:52Z 21.7K followers, [---] engagements
"BREAKING $GRAB 9th Largest Investor BUY🚨 13F Filing- State Street Corp($54 Trillion Fund) increased $GRAB position to [--------] shares. I told you "they" are swallowing the float https://www.sec.gov/Archives/edgar/data/93751/000009375126000100/0000093751-26-000100-index.htm $GRAB Institutional Owners concentration 🚨 Roughly on my estimate 3B shares are concentrated or controlled among top shareholders. This accelerated from 2.6-2.7B from 2-3 quarters ago. This is so insane. Management already sent out a clear message we are doing long https://t.co/OAlDXYKIuU"
X Link 2026-02-13T16:47Z 21.7K followers, [----] engagements
"13F Filing- State Street Corp ($56 Trillion Fund) Increased $PLTR position to [---------] shares https://www.sec.gov/Archives/edgar/data/93751/000009375126000100/0000093751-26-000100-index.htm https://www.sec.gov/Archives/edgar/data/93751/000009375126000100/0000093751-26-000100-index.htm"
X Link 2026-02-13T17:00Z 21.7K followers, [----] engagements
"BREAKING $GRAB & OG @Toyota 🫡🫡🫡 13F Filing revealed Toyota $TM still has [---------] shares. No Sell Unlike the fake new from short sellers that one of the large shareholders dumped. A little about Toyota the OG investor Toyota invested $1B in $GRAB series H round for equivalent of $4.5 a share since June [----]. Today 13F after nearly [--] years OG still holding shares strong and long Toyota sees Grab as the highest quality long term SuperApp where toyota can partner Toyota Fleets into Grab operations in Emerging markets. This is a long term bet in SEA growing middle class digital Fin Tech and"
X Link 2026-02-13T19:08Z 21.7K followers, [----] engagements
"BREAKING $GRAB $100m BUY 🚀🚀🚀 Oh wow this is wild Large shareholders are hoarding so much shares at this point. I'm seeing crazy 10-20-30m shares buys. 13F Filing- Marshall Wace($95B Fund) bought [--------] $GRAB shares or $100m+ Buy Total Holding: [--------] shares BREAKING $GRAB MASSIVE 27m shares BUY🚨 13F Filing- Aspex Management($14B Fund) bought [--------] $GRAB shares and increased total holding to [--------] shares. High conviction large shareholder doubled down🚀 https://t.co/hu9NjZ8Z0W BREAKING $GRAB MASSIVE 27m shares BUY🚨 13F Filing- Aspex Management($14B Fund) bought [--------] $GRAB"
X Link 2026-02-13T23:10Z 21.7K followers, [----] engagements
"BREAKING $GRAB $UBER 🧵 13F Filing showed that @Uber did not sell any $GRAB shares. [---------] shares remaining If i remembered this correctly There were multiple reports back in August/September/October [----] that UBER gonna sell GRAB to fund Buyback. Introduced mad uncertainty as Uber is a major GRAB shareholder. And coincidentally In september [----] GRAB broke out to years of consolidation. The potential of dumping [---------] shares to fund $UBER buyback was very scary and mad FUD. Now that wasn't something new this kind of potential Uber dumping GRAB shares floated around since [----]. Uber"
X Link 2026-02-14T01:33Z 21.7K followers, 11.5K 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 2025-07-24T12:55Z 21.6K followers, 133.8K engagements
"BREAKING $GRAB & @BlackRock (13f) $BLK ($10+Trillion Fund) increased $GRAB Position by [-------] shares to total holding of [---------] shares . One of the $GRAB Largest shareholders. Fake news were Blackrock or JPM or UBer or Toyota are dumping $GRAB shares. Bears are all full of 💩 "Smart money" enjoys Q2 ER and the acclerated reinvestment for Organic Growth. "Smart money" is seeing high probability of 25-30% growth. BREAKING $GRAB & @jpmorgan massive buy $JPM ( $4 Trillion Fund) increased $GRAB postion massively by 20.84% or [--------] shares to total holding of [--------] shares (13f) Thanks to"
X Link 2025-08-12T16:31Z 21.6K followers, 71.8K engagements
"$GRAB $SE clashing inevitable 🧵 Grab's Competition XanhSm and $Goto are weakening and losing market share due to brand damage. ShopeeFood is seemingly following the patterns of larger platforms of its kind such as how Chinese shopping platform Meituan has challenged traditional eCommerce platforms like JD. com in the East Asian country and how Zomatos Blinkit has posed a threat in the eCommerce market in India and nearby. I dislike this development. It should be a partnership to connect $SE ecommerce to GRAB SuperApp. Currently $SE has around 56% market share in SEA on its e-commerce. But"
X Link 2025-08-16T15:03Z 21.6K followers, 12.6K engagements
"BREAKING $AMD @BlackRock Blackrock Future U.S. Themes ETF increaesd @AMD position by [-----] shares or 691% to a total holding of [-----] shares $AMD @xai @Meta @Oracle vs $NVDA @OpenAI 🧵 On September [--] [----] NVIDIA and OpenAI announced a landmark strategic partnership including NVIDIA's commitment to invest up to $100 billion in OpenAI to support the deployment of at least [--] gigawatts (GW) of AI infrastructure. https://t.co/WDWBBXQLu8 $AMD @xai @Meta @Oracle vs $NVDA @OpenAI 🧵 On September [--] [----] NVIDIA and OpenAI announced a landmark strategic partnership including NVIDIA's commitment to"
X Link 2025-09-25T01:36Z 21.6K followers, 34K engagements
"$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 [----] revenue on track for $3.4$3.5b and adjusted EBITDA guidance raised to $460$480 million but should hit above $500m"
X Link 2025-10-15T16:59Z 21.6K followers, 125K engagements
"$GRAB "Secret Weapon"📶$500B MC 🧵 Grab Holdings Limited founded in [----] as a taxi-hailing service in Malaysia has transformed into Southeast Asia's leading AI SuperApp serving over [---] million people across eight countries including Singapore Indonesia Thailand and Vietnam. Initially focused on competing with @Uber in ride-hailing Grab expanded post its [----] acquisition of Uber's regional operations integrating food delivery (GrabFood) grocery delivery (GrabMart) digital payments (GrabPay) financial services (loans insurance via Grab Financial Group) and recently aggressive tourism expansion"
X Link 2025-10-18T14:29Z 21.6K followers, 71.7K engagements
"BREAKING $GRAB Breakthrough on GrabMap🔥🔥 To learn more: Tue [--] Oct [----] 10:00 AM - 12:00 PM (GMT+8.0) AI Centre of Excellence Lab Crawl [--] Media Close Singapore [------] (At MPH C) Grab Holdings Limited Southeast Asia's leading AI SuperApp for ride-hailing food delivery financial services and more has developed its proprietary mapping platform GrabMaps as a critical in-house technology to power its ecosystem. Unlike many competitors that rely on third-party maps like @Google Maps GrabMaps is built from the ground up using data collected from Grab's vast network of driver-partners across eight"
X Link 2025-10-27T13:40Z 21.6K followers, 41.9K engagements
"BREAKING $AMZN & Smart Money 🔥🔥🔥 13F Filing- Principal Financial Group($500B Fund) increased @amazon position to [--------] shares $AMD $AMZN partnership will 🚀 in [----] 🔥 Amazon/AMD partnership is hidden among hot headlines from @OpenAI $NVDA $ORCL. TLDR: @amazon refused to bid up the overpriced $NVDA chips among other hyperscalers and decided to work closely with $AMD. Amazon is expected to spend up https://t.co/3I4mKacAHd $AMD $AMZN partnership will 🚀 in [----] 🔥 Amazon/AMD partnership is hidden among hot headlines from @OpenAI $NVDA $ORCL. TLDR: @amazon refused to bid up the overpriced"
X Link 2025-11-04T20:20Z 21.6K followers, [----] engagements
"BREAKING $AMD & Large Purchase🚀🚀🚀 13F Filing- Ing Groep Nv($1.1 Trillion Fund) increased @AMD position MASSIVELY by 446.97% or [------] shares to a total holding of [------] shares $AMD Roadmap to $5 Trillion LT & $AMZN is a key customer-Analysis after Q3 ER 🧵 Dr. @LisaSu 🤝 @ajassy (LT=Long Term) @AMD and @amazon have long shared a mutually beneficial partnership in the cloud and AI ecosystem. AMD supplies EPYC CPUs and Instinct GPUs to AWS powering a https://t.co/RUL4OqlnW3 $AMD Roadmap to $5 Trillion LT & $AMZN is a key customer-Analysis after Q3 ER 🧵 Dr. @LisaSu 🤝 @ajassy (LT=Long Term)"
X Link 2025-11-06T21:52Z 21.7K followers, 58.7K engagements
"$GRAB & Evercore ISI $8 PT Comment 🔥🔥🔥 Mark Mahaney a senior analyst at Evercore ISI (ranked among the top tech analysts on Wall Street with a 4.5-star TipRanks rating and 65% success rate) is the most bullish on Grab Holdings Limited ($GRAB). On November [--] [----] immediately following the company's Q3 earnings release he raised his Outperform (Buy equivalent) rating and hiked the price target to $8 from $7 Mahaney's optimism stems from Grab's accelerating path to profitability robust ecosystem growth in Southeast Asia's "super app" model and resilient consumer demand amid economic"
X Link 2025-11-09T14:42Z 21.6K followers, 124.7K engagements
"BREAKING F***KING NEW $GRAB & @BlackRock 🚀 🚨🚨🚨 🚨🚨🚨🐂🚨🚨🚨🚨🚨🚨 13F Filing- BlackRock Inc(The World's Largest Fund) increased $GRAB position MASSIVELY prior $GOTO Catalyst by [-------] shares. Total Holding: [---------] shares This made Blackrock the 2nd largest Shareholder excluding Non-institutional onwers $GRAB Rule of [--] Calculation🧵 Yes I consider $GRAB as an AI Software SuperApp. Q3 Revenue: $873 million (up 22% YoY). Q3 Adjusted EBITDA: $136 million (up 51% YoY from $90 million). Adjusted EBITDA Margin: $136M $873M 15.6%. Quarterly Rule of [--] Rule of [--] = 22%"
X Link 2025-11-12T20:21Z 21.6K followers, 130.9K engagements
"BREAKING @PalantirTech & MASSIVE BUY 🚀🚀🚀 13F Filing- Legal & General Group($1.1 Trillion Fund) bought [------] $PLTR shares. Total Holding: [--------] shares BREAKING @PalantirTech & MASSIVE BUY 🚀🚀🚀 13F Filing- @BlackRock ( World's Largest Fund) bought [--------] $PLTR shares Total Holding: [---------] shares Meanwhile Burry is gambling with Palantir puts to force "Dumb money" to remember his [----] legacy. Burry won $100 million https://t.co/XtriGMXGOm BREAKING @PalantirTech & MASSIVE BUY 🚀🚀🚀 13F Filing- @BlackRock ( World's Largest Fund) bought [--------] $PLTR shares Total Holding: 188505957"
X Link 2025-11-13T13:23Z 21.6K followers, 12.4K engagements
"BREAKING $GRAB & Citadel 👀👀👀 In its Q3 [----] 13F filing Citadel Advisors reported holding call options representing [--------] underlying shares of Grab Holdings Limited ($GRAB) valued at approximately $60.4 million as of September [--] [----]. A 159.97% increase from prior filing. What Ken Griffin knows that we don't. 🤔 $GRAB & $GOTO Ongoing Negotiation🧵 As of November [--] [----] discussions around a potential merger or acquisition between Grab Holdings Ltd and PT GoTo Gojek Tokopedia Tbk have intensified driven largely by Indonesian government involvement Timeline: November 10-12 2025:"
X Link 2025-11-19T14:19Z 21.6K followers, 22.9K engagements
"$GRAB & $GOTO Mobility/Delivery $1.5B 🧵 TLDR: Saving synergy and cross-selling in [--] years or less is more than enough for $1.5B. Consider this a decent deal for $GRAB. As the digital economy in Southeast Asia reaches a critical inflection point on Grab Holdings AI SuperApp stands poised to redefine its regional dominance with a transformative $1.5 billion acquisition of GoTos ($GOTO) mobility and delivery business. This strategic maneuver promises to cement Grabs leadership in Indonesia potentially securing a 91-95% market share in the regions largest ride-hailing and delivery market."
X Link 2025-11-24T15:21Z 21.6K followers, 136.8K engagements
"$GRAB is👑 Post- $GOTO GROWTH Super🧵 Grab Holdings a leading Southeast Asian SuperApp is poised for transformative growth following its potential $1.5 billion acquisition of GoTos mobility and delivery segments. This strategic move backed by Indonesian and Singaporean regulatory support aims to consolidate Grabs market dominance in Indonesia (SEAs largest market) to a 9295% share effectively creating a near-monopoly. This thread explores the financial operational and strategic implications projecting revenue growth at 3040% annually over the next five years (20262030) driven by synergies"
X Link 2025-11-30T19:58Z 21.6K followers, 174.8K engagements
"BREAKING $GRAB New BOD member👀 Grab Holdings Ltd (NASDAQ: $GRAB) announced updates to its board of directors on Monday. According to a press release statement filed with the U.S. Securities and Exchange Commission Laura Franco former Executive Vice President and General Counsel of Madison Square Garden Entertainment Corp. and Sphere Entertainment Co. has joined the board as an independent director effective Monday. The company also stated that Ng Shin Ein has retired from the board as of the same day. Grab Holdings Ltd is headquartered in Singapore and provides business services in the"
X Link 2025-12-01T12:48Z 21.6K followers, 10.1K engagements
"Just in $GRAB $JPM $HSBC IMF World Bank🧵 Grab Holdings Southeast Asia's leading AI SuperApp is uniquely positioned to capitalize on the region's projected 4.8%-6% GDP growth in [----] and beyond driven by resilient consumer demand digital transformation and supply chain shifts. As a diversified platform offering ride-hailing (Mobility) food and grocery delivery (Deliveries) and financial services (Fintech) Grab benefits directly from these macro tailwinds. The company's ecosystem serving [--] million monthly transacting users (MTUs) across eight SEA countries amplifies growth through network"
X Link 2025-12-03T18:25Z 21.6K followers, [----] engagements
"$GRAB Structure is Similar to $AMZN Analysis 🧵 Grab Holdings Limited Southeast Asia's leading AI SuperApp operates as a multi-sided platform connecting users drivers merchants and financial partners across eight countries (Cambodia Indonesia Malaysia Myanmar the Philippines Singapore Thailand and Vietnam). Founded in [----] as a ride-hailing app (originally MyTeksi) Grab has evolved into an "everyday everything" ecosystem mirroring the diversification strategies of global tech giants. As of Q3 [----] Grab serves [--] million monthly transacting users (MTUs) processes over [---] million food delivery"
X Link 2025-12-12T15:05Z 21.6K followers, [----] engagements
"@PalantirTech Q4 will hit $1.4-$1.5B 🧵 $PLTR is not merely positioned to reach quarterly revenue in the range of $1.4$1.5 billion; the company has already surpassed the lower end of this threshold and is on a clear trajectory to exceed it consistently in the near term. The company's explosive growth driven primarily by its Artificial Intelligence Platform (AIP) has transformed Palantir from a government-focused software provider into a leader in enterprise AI with accelerating commercial adoption fueling record-breaking financial performance. At the core of Palantir's momentum is AIP"
X Link 2025-12-14T19:30Z 21.6K followers, 30.9K engagements
"BREAKING $ORCL Clapped back 😳 So much fake new and misinformation for months for one purpose to clap AI stocks like $AMD $NVDA $TSM $AVGO. Spreading even more FUD. @Oracle Corp. has pushed back against reports of potential setbacks in its major data center project in Michigan stating that final negotiations for an equity partnership are "on schedule" and explicitly do not involve Blue Owl Capital.Key Oracle statement: The company's development partner Related Digital selected "the best equity partner from a competitive group of options which in this instance was not Blue Owl." This response"
X Link 2025-12-17T16:00Z 21.6K followers, 58K engagements
"BREAKING @PalantirTech Unlocked OneMedNet Potential ✅ OneMedNet Corporation (NASDAQ: $ONMD) ("OneMedNet" or the "Company") the leading curator and provider of one of the world's largest regulatory-grade AI-ready Real-World Data (RWD) network announced today that Aaron Green President and CEO issued the following letter to shareholders and other stakeholders of the Company: Dear OneMedNet Shareholders Partners and Family [----] has been a year of focus for OneMedNet focus on our platform focus on our people and focus on executing our strategic plan to lay the foundation for growth in [----]. As"
X Link 2025-12-22T14:23Z 21.6K followers, [----] engagements
"$GRAB Future B2B Expansion ✅ @alexhungate @peter_oey @AnthonyPY_Tan Grab Holdings Southeast Asia's leading AI superapp already offers several B2B products through its enterprise arm (Grab for Business) and related services targeting corporations SMEs merchants and institutions. These include corporate transport/delivery management advertising mapping and fintech solutions for businesses. Looking ahead Grab is well-positioned to expand B2B offerings by leveraging its vast user data logistics network AI capabilities hyperlocal expertise and growing digital banking operations (GXS Bank in"
X Link 2025-12-23T14:38Z 21.6K followers, [----] engagements
"$GRAB Does it have MOAT🧵 TLDR: Can a business with NO MOAT get 0% to 70-75% Market Share and soon to be 90-95% Grab Holdings operates as Southeast Asia's leading AI SuperApp integrating ride-hailing (Mobility) food/grocery delivery (Deliveries) digital payments lendingother financial services and B2B solutions across eight countries: Singapore Malaysia Indonesia Thailand Vietnam Philippines Cambodia and Myanmar. Critics particularly bearish investors frequently argue that Grab lacks a sustainable economic moat that shields it from competitors and ensures long term profitability. They point"
X Link 2025-12-24T14:24Z 21.6K followers, 30.2K engagements
"BREAKING @PalantirTech @SurfAir ✅ Company highlights recently expanded relationship with Palantir Technologies (NASDAQ: PLTR) to support commercial rollout of SurfOS in [----]. LOS ANGELES--(BUSINESS WIRE)-- Surf Air Mobility Inc. (NYSE: $SRFM) (the Company Surf Air Mobility or Surf Air) a leading air mobility platform today provided an update on SurfOS its AI-enabled software designed for the private aviation and air mobility industries. Powered by Palantir Technologies (NYSE: $PLTR) AIP and Foundry platforms SurfOS aims to integrate the fragmented air mobility ecosystem into a unified"
X Link 2025-12-30T13:23Z 21.6K followers, [----] engagements
"BREAKING $GRAB $7 Price Target BUY Rating✅ Barclays analyst Jiong Shao Maintains Grab With Buy Rating Maintains Target Price $7 http://GRAB.US $GRAB Today Proposal in Indonesia 🧵 The situation involves a draft presidential decree (Perpres in Indonesian) under review by President Prabowo Subianto as exclusively reported by Reuters today. This draft proposes sweeping changes to Indonesia's ride-hailing and on-demand https://t.co/TlgWAx6POD http://GRAB.US $GRAB Today Proposal in Indonesia 🧵 The situation involves a draft presidential decree (Perpres in Indonesian) under review by President"
X Link 2026-01-15T12:58Z 21.6K followers, 71.9K engagements
"BREAKING $GRAB & Fiduciary Alliance ✅ 13F Filing- Fiduciary Alliance($2B Fund) increased $GRAB position sharply by 63.55% or [------] shares. Total Holding: [------] shares BREAKING $GRAB & Infermove 🚀🚀🚀 Grab is seeking to reduce costs rapidly speed up deliveries and make customers happier with its ride-hailing and delivery offerings by automating more utilizing Infermove Tech. This will make $GRAB services even more affordable and the https://t.co/qejcOaiu2j BREAKING $GRAB & Infermove 🚀🚀🚀 Grab is seeking to reduce costs rapidly speed up deliveries and make customers happier with its"
X Link 2026-01-22T16:59Z 21.6K followers, 33.4K engagements
"BREAKING $AMD & $30m Purchase 🚀🚀🚀 13F Filing- Factory Mutual Insurance($30B Fund) increased @AMD position substantially by 155.87% or [------] shares. Total Holding: [------] shares BREAKING $AMD @CathieDWood $NVDA 👀 Ark Invest's Cathie Wood think @AMD will challenge @nvidia this year. Context: AMD is #9 with 3.96% allocation on her portfolio. https://t.co/Wiwd3HE1Gf BREAKING $AMD @CathieDWood $NVDA 👀 Ark Invest's Cathie Wood think @AMD will challenge @nvidia this year. Context: AMD is #9 with 3.96% allocation on her portfolio. https://t.co/Wiwd3HE1Gf"
X Link 2026-01-24T14:38Z 21.6K followers, 16.6K engagements
"BREAKING $PLTR & $11.2m Purchase✅ 13F Filing- Whittier Trust Co($20B Fund) increased @PalantirTech position by 52.78% or [-----] shares. Total Holding: [------] shares $PLTR Cash Monster Phase [--] "Everything is proceeding exactly as I have foreseen" You will love it at Phase [--] and [--] Not Financial Advice https://t.co/Pgt00Hfs1e $PLTR Cash Monster Phase [--] "Everything is proceeding exactly as I have foreseen" You will love it at Phase [--] and [--] Not Financial Advice https://t.co/Pgt00Hfs1e"
X Link 2026-01-27T00:04Z 21.6K followers, [----] engagements
"BREAKING $AMD Top Pick by @BankofAmerica 🚀 Bank of America's senior semiconductor analyst Vivek Arya has consistently highlighted AMD (Advanced Micro Devices) as one of the key undervalued players in the compute segment of the semiconductor industry particularly in the context of accelerating AI and high-performance computing demand. In a client note yesterday Vivek noted $AMD is top pick for the next [--] years. He expected @AMD to grow 42% sale and 49% Adjusted EPS growth into [----]. This ties directly into AMD's expanding role in AI accelerators ( Instinct MI series GPUs) and data center CPUs"
X Link 2026-01-27T11:34Z 21.6K followers, 21.8K engagements
"BREAKING $AMD & @WellsFargo $345 PT🚨🚨🚨 Wells Fargo analyst Aaron Rakers reiterates Advanced Micro Devices (NASDAQ: @AMD ) with a Overweight and maintains $345 price target. Continued CPU leadership and ongoing market share gains. Strengthening AI positioning through the data center GPU portfolio. Momentum from the Helios systems strategy (a rack-scale solution co-developed with partners like Meta for high-density AI compute). A maintained view of "insatiable" data center compute demand driving growth. Expectations that strong execution on the product roadmap will make AMD's path to $20+"
X Link 2026-01-30T15:53Z 21.6K followers, 14.7K engagements
"BREAKING $GRAB & Short Interest ➡ After Grab Short Interest reached near ATH new data showed [---------] shares shorted - source: NASDAQ Or 7.15% of Float. Essentially Flat. Seeing Large institutions moving to more call options than shares. Made a thread on this for subscribers and explained there. No covering from short sellers so far. Earning is less than [--] weeks away I'm excited Not Financial Advice BREAKING $GRAB & $16.3m Brandnew Position✅ 13F Filing-Jennison Associates($220B Fund) started a brandnew position on $GRAB with [-------] shares. So Mike What do you think Retail kept selling and"
X Link 2026-01-31T01:12Z 21.6K followers, 13.6K engagements
"$GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the time I also started my initial buy. GRAB was trading at [--] P/S when it IPOed. Today GRAB it is trading at [--] P/S or [---] P/S after $7.4B Cash and $4.5B Equity Investment. This extreme low P/S implying $GRAB is going to die in a year or [--] which is a complete nonsense with very little debt. Howard Marks focuses on Intrinsic value the fundamental worth of a business based on its cash flows assets growth prospects and competitive positiondrives"
X Link 2026-02-01T17:08Z 21.6K followers, 33.7K engagements
"$QQQ $SPY $DIA $IWM $IWO Kevin Warsh is the best thing that we need right now. Everyone is bearish and doom day fortune teller have no idea why this is the best pick. You only need to look at commodities trend The next [--] years gonna be great for stock market and AI CapEx. Don't fight the @federalreserve. Don't fight the AI CapEx Don't fight $AMD $NVDA $TSM Don't fight against the SP500 Not Financial Advice Kevin Warsh was a great choice We who have been engaged with policy makers and markets for a long time know him and respect him for his capabilities and his judgement. He is knowledgeable"
X Link 2026-02-01T23:56Z 21.6K followers, 12.7K engagements
"$PYPL @PayPal Painpal Q4 [----] Earning Preview🧵 PayPal is set to report its Q4 [----] earnings before market open on Tuesday February [--] [----] Consensus Revenue $8.7-$8.78B Adjusted EPS $1.29 Analysts expect modest growth overall with some moderation due to tougher comps from last year's holiday spending strength and ongoing investments in initiatives like Fastlane (one-click checkout) and partnerships ( Microsoft Copilot integrations). Investors will pay attention to: Total Payment Volume (TPV) Transaction Margin Dollars Active Accounts and Engagement Venmo and Branded Checkout Momentum Guidance"
X Link 2026-02-02T14:32Z 21.6K followers, [----] engagements
"BREAKING $GRAB & MASSIVE BUY HOLY 🐄🐄🐄 13F Filing- Principal Financial Group($1.6 Trillion Fund) increased $GRAB position MASSIVELY by [-------] shares or 28.93%. Total Holding: [--------] shares Meanwhile "Dumb Money" lets dump GRAB to chase Quantum or meme stocks nonsense. The game hasn't changed $GRAB & Howard Marks Intrinsic Value ✍ Context: Howard Marks is a major shareholder of $GRAB and it is relatively new position since Q1 [----] around the time I also started my initial buy. GRAB was trading at [--] P/S when it IPOed. Today GRAB it is trading at [--] P/S or [---] P/S https://t.co/Laf5w5UcIH"
X Link 2026-02-02T21:47Z 21.6K followers, 11.7K engagements
"13F Filing- Principal Financial Group($1.6 Trillion Fund) on $GRAB"
X Link 2026-02-02T21:47Z 21.6K followers, [----] engagements
"$GRAB Can we get growth back to 30-50%🧵 The answer is yes Many are questioning why the large cash pile well it is to scale for GrabFin strategic M&A or Equity Investment(Very successful so far 400%+ gain to $4.5B) When GrabFin Scales to $7-$8B loan porfolio it could generate $1B revenue per quarter from: Lending 12-30%(Depending on duration/Credit) Payment Processing Fee Commissions Insurances Digital Banking service. Atm $Grab generated $90m revenue off $821m loan portfolio or roughly 11%. Over time this will get better to 14-15%. Meaning at $10B loan portfolio Grab can generate roughly"
X Link 2026-02-03T01:31Z 21.6K followers, [----] engagements
"BREAKING $PLTR New PT this morning ✅ Piper Sandlers $230 Overweight Baird $200 Outperform Citigroup $260 There will be more new PT coming today. Will update BREAKING $PLTR Full Q4 [--] Earning Call🚀🚀🚀 Revenue: $1.41 billion exceeding the $1.34 billion estimate (70% YoY growth). Adjusted EPS: $0.25 8.6% above the $0.23 consensus estimate. Operating Margin: 40.9% up from 1.3% in the same quarter last year. Free Cash Flow https://t.co/vKQrfGg9u5 BREAKING $PLTR Full Q4 [--] Earning Call🚀🚀🚀 Revenue: $1.41 billion exceeding the $1.34 billion estimate (70% YoY growth). Adjusted EPS: $0.25 8.6%"
X Link 2026-02-03T11:18Z 21.6K followers, 16.5K engagements
"Just In $GRAB & Mitsubishi UFJ ✅ 13F Filing- Mitsubishi UFJ Kokusai Asset Management($300B Fund) is one of the largest investment trust providers in Japan bought [------] $GRAB shares. Total Holding: [-------] Shares. This Fund has consistently DCAing almost all 13F filing since March [----]. $GRAB Can we get growth back to 30-50%🧵 The answer is yes Many are questioning why the large cash pile well it is to scale for GrabFin strategic M&A or Equity Investment(Very successful so far 400%+ gain to $4.5B) When GrabFin Scales to $7-$8B loan porfolio it could https://t.co/KKHWuUq6Bp $GRAB Can we get"
X Link 2026-02-03T11:45Z 21.6K followers, [----] engagements
"BREAKING $HIMS Massive Buy @BankofAmerica ✅ 13F Filing- $BAC($5 Trillion) bought [------] @wearehims shares or increased position by 54.86%. Total holding: [-------] shares BREAKING $HIMS Short Interest near ATH @himshouse [--------] shares shorted-source: NYSE [-----] % of float. Institutional Onwership 105% Insane control from Short Sellers while fundamental is still solid Not Financial Advice https://t.co/i6ZiN07HOR BREAKING $HIMS Short Interest near ATH @himshouse [--------] shares shorted-source: NYSE [-----] % of float. Institutional Onwership 105% Insane control from Short Sellers while"
X Link 2026-02-03T18:28Z 21.6K followers, 51.1K engagements
"BREAKING $AMD Q4 [----] Earning Result🚨🚨🚨 @AMD Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Double BEAT 👑 $AMD Q4 [----] Earning Preview 🧵 Dr. @LisaSu aims for double digits market share @AMD to report Q4 [----] AH on Tuesday Feb [--] [----] The company will host the call at 5:00 p.m. ET Guidance: $9.6B Analyst Consensus Revenue $9.65-$9.7B Adjusted EPS: $1.30-$1.33 My Estimate: https://t.co/3skRMLQB7i $AMD Q4 [----] Earning Preview 🧵 Dr. @LisaSu aims for double digits market share @AMD to report Q4 [----] AH on Tuesday Feb [--] [----] The company will host the call at 5:00 p.m. ET Guidance: $9.6B"
X Link 2026-02-03T21:16Z 21.6K followers, 33.2K engagements
"$QQQ $SPY $DIA Our New @federalreserve Chair🎙 Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve Uncommon Knowledge Critique of the Federal Reserve (1:53-4:05): Warsh criticizes the Fed for "institutional drift" and "underperformance" suggesting it has strayed from its core mandate of maintaining the value of the currency. He views his critique as a "love letter" intended to spur reform. He also notes that the current Federal Reserve is the third such experiment in the United States with the previous two failing due to a loss of public trust and an inability to deliver on"
X Link 2026-02-04T04:30Z 21.6K followers, [----] engagements
"BREAKING $GRAB & 4th largest Shareholder✅ 13F Filing- MUFG Bank($3 Trillion Bank/Fund) showed no buy/sell on $GRAB position unlike fake new from short sellers since Oct high. Total Holding: [---------] shares. NO CHANGE for years. BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted individuals often through referrals who are mission-driven and passionate about solving problems like ensuring safety for women and children. Many https://t.co/cI4kwfsj1w BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team"
X Link 2026-02-04T15:09Z 21.6K followers, [----] engagements
"BREAKING $GRAB & Hesai-Lidar Partnership✅ $HSAI PALO ALTO Calif. Feb. [--] [----] /PRNewswire/ -- Hesai Technology (NASDAQ: HSAI; HKEX: 2525) a global leader in lidar solutions today announced a strategic cooperation with Grab (NASDAQ: GRAB) under which Grab will serve as the exclusive distributor of Hesai's lidar products in Southeast Asia. Through this partnership Grab will lead the sales customer support and marketing of Hesai's sensors across Southeast Asia. Through this strategic partnership Hesai will leverage Grab's extensive resources and established distribution networks to ramp up the"
X Link 2026-02-04T18:11Z 21.6K followers, [----] engagements
"$AMD P/E Forward P/E Buyback FY2026 🤔 At $200 per share @AMD Current P/E TTM is 48x (non-GAAP EPS) Forward P/E: Analysts: 30x My projection: 15-20x FY2025 YoY Revenue grew 34.34% to $34.6B Net income grew 164.17% to $4.269B EPS grew 165% $2.65 Cash grew 105.6% to $10.5B Operating Cash Flow grew 153.5% to $7.7B FCF grew 178.46% to $6.7B FY [----] should grow revenue near or at [--] digits Valuation is just getting stupid. For full year [----] @AMD bought 12.4m shares back. With $9.4B remaining in authorization under share repurchase program. This is what I like. Long term Shareholders should expect"
X Link 2026-02-04T19:16Z 21.6K followers, [----] engagements
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