#  @MikeLongTerm Mike
AMD is gaining attention for its potential to reach a $5 trillion market capitalization, driven by its partnerships with major companies like Meta, Amazon, and Microsoft, and its growing presence in the AI sector. Grab, a Southeast Asian superapp, is also making headlines with its increasing institutional ownership, potential IPO in the Philippines, and partnerships with major investors. Palantir, another AI-focused company, is suing ex-employees over AI startup allegations and has been invited to the White House for an event with other major tech companies.
### Engagements: [-------] [#](/creator/twitter::1280587925336530948/interactions)
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- [--] Months [----------] +710%
- [--] Year [----------] +1,216%
### Mentions: [---] [#](/creator/twitter::1280587925336530948/posts_active)
- [--] Week [---] +15%
- [--] Month [---] +44%
- [--] Months [-----] +147%
- [--] Year [-----] +158%
### Followers: [------] [#](/creator/twitter::1280587925336530948/followers)
- [--] Week [------] +1.80%
- [--] Month [------] +5.60%
- [--] Months [------] +118%
- [--] Year [------] +313%
### CreatorRank: [------] [#](/creator/twitter::1280587925336530948/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) #1110 [finance](/list/finance) #2333 [technology brands](/list/technology-brands) 35.53% [financial services](/list/financial-services) #69 [countries](/list/countries) 10.53% [cryptocurrencies](/list/cryptocurrencies) 7.37% [exchanges](/list/exchanges) #5613 [automotive brands](/list/automotive-brands) #5355 [travel destinations](/list/travel-destinations) 1.05% [social networks](/list/social-networks) 0.79%
**Social topic influence**
[$grab](/topic/$grab) #2, [$amd](/topic/$amd) #9, [$pltr](/topic/$pltr) #10, [breaking](/topic/breaking) #949, [ai](/topic/ai) #4876, [$hims](/topic/$hims) #18, [pltr](/topic/pltr) #9, [money](/topic/money) 9.74%, [$nvda](/topic/$nvda) #271, [investment](/topic/investment) #539
**Top accounts mentioned or mentioned by**
[@amd](/creator/undefined) [@palantirtech](/creator/undefined) [@openai](/creator/undefined) [@grok](/creator/undefined) [@lisasu](/creator/undefined) [@anthonypytan](/creator/undefined) [@alexhungate](/creator/undefined) [@peteroey](/creator/undefined) [@blackrock](/creator/undefined) [@meta](/creator/undefined) [@amazon](/creator/undefined) [@eliano](/creator/undefined) [@norgesbank](/creator/undefined) [@amitisinvesting](/creator/undefined) [@bankofamerica](/creator/undefined) [@wellsfargo](/creator/undefined) [@davidri24012971](/creator/undefined) [@federalreserve](/creator/undefined) [@unravel_2000](/creator/undefined) [@rosenthal_91909](/creator/undefined)
**Top assets mentioned**
[Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Taiwan Semiconductor (TSM)](/topic/$tsm) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [DIA (DIA)](/topic/$dia) [BlackRock Inc (BLK)](/topic/blackrock) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/$msft) [Block, Inc. (XYZ)](/topic/$xyz) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Eli Lilly and Company (LLY)](/topic/$lly) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Novo-Nordisk (NVO)](/topic/$nvo) [Bank of America (BAC)](/topic/bank-of-america) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours
"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
"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
"BREAKING $OPEN & @GoldmanSachs 13f filing- $GS increased $OPEN Position significantly by 54.30% or [-------] shares to a total holding of [--------] shares 🤔Big boys are pulling a short squeeze BREAKING $OPEN 13f filing-Qube Research & Technologies($28B Fund) initiated a massive brandnew position on $OPEN with [--------] shares 👀 https://t.co/dLuxtl7CmI BREAKING $OPEN 13f filing-Qube Research & Technologies($28B Fund) initiated a massive brandnew position on $OPEN with [--------] shares 👀 https://t.co/dLuxtl7CmI"
[X Link](https://x.com/MikeLongTerm/status/1962150968868340005) 2025-08-31T13:50Z 21.7K followers, 150.6K 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 $NVDA @OpenAI 🧵 On September [--] [----] NVIDIA and OpenAI announced a landmark strategic partnership including NVIDIA's commitment to"
[X Link](https://x.com/MikeLongTerm/status/1971025937719246993) 2025-09-25T01:36Z 21.7K followers, 34K engagements
"$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
"$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 $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/MikeLongTerm/status/1986552238756798593) 2025-11-06T21:52Z 21.7K followers, 58.7K 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 $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 $GRAB $GOTO Update 👀👀👀 Jakarta-PT GoTo Gojek Tokopedia Tbk (GOTO) has responded to developments regarding a potential business merger with Grab Indonesia a plan the government recently confirmed is still under discussion. GOTO Company Director and Secretary R.A. Koesoemohadiani stated that the company supports the governments priorities and is open to various discussions. "We are open to various discussions that could support the long-term interests of the company's stakeholders" Koesoemohadiani said in an official information disclosure on the Indonesia Stock Exchange cited on"
[X Link](https://x.com/MikeLongTerm/status/1995880051837956221) 2025-12-02T15:37Z 21.7K followers, 21.1K 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
"BREAKING $AMD & Advantech ✅ Advantech Teams With @AMD To Maximize Performance at the Edge Advantech has partnered with AMD to launch next-generation edge computing platforms powered by the AMD EPYC Embedded [----] series processors. These single-socket processors deliver high core counts (up to [--] cores) large memory support (up to [---] GB DDR5 ECC RDIMM) extensive PCIe Gen5 lanes (up to 79) and excellent power efficiency making them ideal for demanding edge workloads such as real-time AI inference medical imaging enterprise large language model (LLM) deployment industrial automation and more."
[X Link](https://x.com/MikeLongTerm/status/1998021424875737471) 2025-12-08T13:26Z 21.7K 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 $GRAB COO @alexhungate Full Interview Source: @business Uber Goto/gojek Vietnam/VinFast AI investment Solving larger problem with regulators How to service growing demand Autonomous $PLTR $AMD $TSLA $GRAB $HIMS $QQQ $SPY Contrarian Investing Concept- Howard Marks🧵 The founder of Oaktree Capital Management is renowned for his disciplined risk-focused approach to investing particularly in distressed debt and credit markets. His philosophy emphasizes https://t.co/1CUjpkrAzY $PLTR $AMD $TSLA $GRAB $HIMS $QQQ $SPY Contrarian Investing Concept- Howard Marks🧵 The founder of Oaktree"
[X Link](https://x.com/MikeLongTerm/status/2003087554174992593) 2025-12-22T12:57Z 21.7K followers, 19.9K 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
"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 $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
"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 $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 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($200B Fund) increased @AMD position MASSIVELY by 1353.31% or [------] shares. Total"
[X Link](https://x.com/MikeLongTerm/status/2014475042659217865) 2026-01-22T23:07Z 21.4K followers, [----] engagements
"$GRAB COO @alexhungate $WRD Ai.R AV 🤖 "Had a great afternoon bringing AV Steering Committee (AVSC) members including Senior Minister of State Sim Ann and Minister of State Alvin Tan on one of our Ai.R hashtag#AV shuttle rides in Punggol. Weve officially moved into the community rides phase so were inviting Punggol residents to trial the service and give us feedback. Every learning and insight we get will be used to make sure the service is the safest most reliable and seamless it can be for public launch. I headed to Punggol a few days ago to learn directly from our amazing AV crew. Its"
[X Link](https://x.com/MikeLongTerm/status/2014761871233155580) 2026-01-23T18:07Z 21.6K followers, [----] 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 $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
"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
"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
"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
"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 $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
"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 $20+"
[X Link](https://x.com/MikeLongTerm/status/2017264795133620618) 2026-01-30T15:53Z 21.7K followers, 14.7K engagements
"$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 & 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
"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 & 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 $GRAB is going to die in a year or [--] which is a complete nonsense with very little debt. Howard Marks focuses on Intrinsic value the fundamental worth of a business based on its cash flows assets growth prospects and competitive positiondrives"
[X Link](https://x.com/MikeLongTerm/status/2018008556344152459) 2026-02-01T17:08Z 21.6K followers, 33.7K engagements
"$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
"@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 $1-2Trillion for foreign holding purpose"
[X Link](https://x.com/MikeLongTerm/status/2018103455202578578) 2026-02-01T23:25Z 21.4K followers, [---] engagements
"$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
"@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-$1.35 Investors will want to see: Data Center Growth Comment Guidance as most will only care about H2 [----]. So watch for comments during and at Q&A Client Gaming and Embedded Segments Growth Margin Expansion Guidance MI355X Ramp Heilos progress(if it ships a month early will send the stock"
[X Link](https://x.com/MikeLongTerm/status/2018278468673298935) 2026-02-02T11:00Z 21.6K followers, 63.4K engagements
"$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 21.7K followers, [----] 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-$0.33 Investors will look at: Customer Count US commercial"
[X Link](https://x.com/MikeLongTerm/status/2018431023202099702) 2026-02-02T21:07Z 21.4K followers, 88.2K engagements
"$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
"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 $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 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
"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 Meaningful adoption on EPYC CPU server demand is VERY STRONG MI355X record sales expanded to Hyperscalers Neo-Cloud also launching MI355X Expanded ROCm to broader range of workload Helios Rack continues to expand to more customers Actively scaling with Customers on Helios Rack H2 HPE and Lenovo will also be buying Helios Racks"
[X Link](https://x.com/MikeLongTerm/status/2018821807575384066) 2026-02-03T23:00Z 21.7K followers, 61.6K engagements
"BREAKING $NVDA Jensen On CNBC Full🚨🚨🚨 $AMD $AVGO $TSM @OpenAI Jensen Huang talked about the rumor this week. "We love working with OpenAI" Source & Credit: CNBC BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC https://t.co/MhvDSpEvPX BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC https://t.co/MhvDSpEvPX"
[X Link](https://x.com/MikeLongTerm/status/2018828933744214467) 2026-02-03T23:28Z 21.7K followers, [----] engagements
"$QQQ $SPY $DIA Our New @federalreserve Chair🎙 Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve Uncommon Knowledge Critique of the Federal Reserve (1:53-4:05): Warsh criticizes the Fed for "institutional drift" and "underperformance" suggesting it has strayed from its core mandate of maintaining the value of the currency. He views his critique as a "love letter" intended to spur reform. He also notes that the current Federal Reserve is the third such experiment in the United States with the previous two failing due to a loss of public trust and an inability to deliver on"
[X Link](https://x.com/MikeLongTerm/status/2018904933660078216) 2026-02-04T04:30Z 21.6K followers, [----] engagements
"$AMD is on track to $70-$100B FY2026 🧵 Fundamental is J-Curving Before H2 26🚀🚀🚀 Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 [----] Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑 We all know Dr. @LisaSu been giving conservative guidance since [----] this isnt new. Q4 [----] was guided $9.5B and revenue hit $10.27B I'm still keeping my FY [----] projection as everything is on schedule. And we area also hearing 1GW ramp from @Cisco @HUMAIN. More demand probably higher than @OpenAI from $META $MSFT. $AMZN Earning is coming so I will update.The language changed completely on"
[X Link](https://x.com/MikeLongTerm/status/2019042988895150103) 2026-02-04T13:38Z 21.7K followers, 50.4K 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 $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 relationship with OpenAI. Leading partner Source & Credit: CNBC $AMD is on track to $70-$100B FY2026 🧵 Fundamental is J-Curving Before H2 26🚀🚀🚀 Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 [----] Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑 We all know Dr. @LisaSu been giving conservative guidance since"
[X Link](https://x.com/MikeLongTerm/status/2019054662691794967) 2026-02-04T14:25Z 21.7K followers, 85.5K 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
"BREAKING $GOOGL Earning Result 🚨🚨🚨 @Google Revenue $113.8B vs $111.32B EPS $2.82 vs $2.63 est AI CapEx is $175-$185B BREAKING $AMD $GOOGL Breakthrough🚀🚀🚀 TLDR: 10-30%+ in latency/throughput for Google's production workloads like search VMs and services on AMD EPYC systems. @Google is a very large EPYC AMD customer especially the upcoming breakthrough [----] "Venice" and [----] "Verano". Part https://t.co/m0TM8ULcpo BREAKING $AMD $GOOGL Breakthrough🚀🚀🚀 TLDR: 10-30%+ in latency/throughput for Google's production workloads like search VMs and services on AMD EPYC systems. @Google is a very"
[X Link](https://x.com/MikeLongTerm/status/2019154878854004872) 2026-02-04T21:03Z 21.7K followers, 16.6K 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 $AMD & $310 BUY RATING 🚨🚨🚨 " @AMD stock has been outperforming rivals like Nvidia (NVDA) and Broadcom (AVGO) driven by investor optimism about server strength fueling some upside in earnings per share (EPS) revisions. However the Q4 earnings call indicated that AMDs server CPU strength is being largely offset by a nearly $1 billion cut to the gaming business for [----] making it frustrating for some investors looking for continued beat/raises on EPS. While we acknowledge investors concerns we highlighted that fundamentals for the segments that really drive the narrative (CPU/GPU)"
[X Link](https://x.com/MikeLongTerm/status/2019178110726332745) 2026-02-04T22:35Z 21.7K followers, [----] engagements
"$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
"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 False Narrative vs Facts 🧵 [--]. Before I go in to the full thread I want to post some facts first: Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 [----] Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑 Q4 [----] was guided at $9.5B in Q3 [----] but hit $10.27B. Dr. Su been giving conservative guidance since [----] hence Q1 [----] should be in the $10.5B-$11B or higher due to CPU pricing power & MI355X rising price and potential some chip sale to China. The false narrative: Right about 20-30sec of the @AMD earning pop Bloomberg narrative was missed expectation. CNBC was also"
[X Link](https://x.com/MikeLongTerm/status/2019492131757244610) 2026-02-05T19:23Z 21.7K followers, 30.8K engagements
"$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 Q4 [----] Earning Report🚨🚨🚨 Revenue $213.4B vs $211.44B est EPS $1.95 vs $1.97 est $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 P/E 35x= $455 2028: Revenue $1.09T EPS: $15"
[X Link](https://x.com/MikeLongTerm/status/2019516997764280643) 2026-02-05T21:02Z 21.6K followers, 29.7K 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 $2.8 billion favorable impact from year-over-year changes in foreign exchange rates"
[X Link](https://x.com/MikeLongTerm/status/2019547477179863426) 2026-02-05T23:03Z 21.4K followers, [----] engagements
"$QQQ $SPY $DIA $IWM $IWO $KO Legend is still legending in [----] https://twitter.com/i/web/status/2019552868303306881 https://twitter.com/i/web/status/2019552868303306881"
[X Link](https://x.com/MikeLongTerm/status/2019552868303306881) 2026-02-05T23:24Z 21.7K followers, [----] engagements
"$AMD $PLTR $TSLA $GRAB $XYZ $HIMS $AMZN $GOOGL $META $MSFT $NVDA $TSM Did you buy the dip What did you buy Comment down below Yes No Yes No"
[X Link](https://x.com/MikeLongTerm/status/2019554839815225521) 2026-02-05T23:32Z 21.7K followers, [----] engagements
"$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 $MSFT. Lots of people blew up their accounts in the last 4-8 weeks. I don't offer Financial Advice but I hope it was helpful Margin and short-term calls are not your friend Especially when commodities started rallying violently from September [----] I was also accused of getting paid writing about companies I own for years. I understand the sentiment and how painful it was to look at your portfolio. But I do own these companies and I never got paid. If you know how I can get paid from these companies pls let me know Will"
[X Link](https://x.com/MikeLongTerm/status/2019833888411918580) 2026-02-06T18:01Z 21.5K followers, [----] engagements
"$GRAB is ready to get back to $5-$6 into Earning🧵 Comments before Earning from "smart money" The recent tech selloff (particularly in US/tech-heavy indices like Nasdaq driven by concerns over AI valuations high interest rates lingering effects or profit-taking in growth stocks) has prompted a broader market rotation. Investors are shifting capital away from overvalued or crowded US big-tech/AI plays toward more value-oriented undervalued or economically sensitive sectors and regions. This includes a noticeable pivot toward emerging markets especially Southeast Asia which has seen foreign"
[X Link](https://x.com/MikeLongTerm/status/2019845415525286376) 2026-02-06T18:47Z 21.7K followers, 10.9K engagements
"BREAKING $BMNR $ETH Tom Lee on CNBC 🚨 @BitMNR has no leverage & generated net income $ETH is up over 12% today Is this the bottom for $ETH and $BTC Comment below Source & Credit: CNBC $BMNR @fundstrat and Market valuation Tom Lee said $BMNR is a scarcity and people have more income and they can't buy houses. He said [----] target for @SP500_Index this month Overall Tom Lee is massively bullish into year end with rate cuts from @federalreserve. $BMNR is https://t.co/tPELKF08Up $BMNR @fundstrat and Market valuation Tom Lee said $BMNR is a scarcity and people have more income and they can't buy"
[X Link](https://x.com/MikeLongTerm/status/2019870216914936081) 2026-02-06T20:26Z 21.6K followers, 12.3K engagements
"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 have 4-9 months to FOMO in for this violent reprice AMD is the least owned Semi stock $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 https://t.co/jCwtk8Yb1H $AMD"
[X Link](https://x.com/MikeLongTerm/status/2019874188484358149) 2026-02-06T20:41Z 21.6K followers, 41.5K engagements
"13F Filing- AustralianSuper Pty on $AMD"
[X Link](https://x.com/MikeLongTerm/status/2019874191013482686) 2026-02-06T20:41Z 21.3K followers, [----] engagements
"$IGV $XSW $AOTS $IGPT At some point software stocks have to start the bottoming process. Earning will do. Not Financial Advice Chart Credit: @TheCompoundNews"
[X Link](https://x.com/MikeLongTerm/status/2019936890024272041) 2026-02-07T00:50Z 21.7K followers, [----] engagements
"$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 $HIMS Ads going to run from here. NFA"
[X Link](https://x.com/MikeLongTerm/status/2019987086670250270) 2026-02-07T04:10Z 21.4K followers, [---] engagements
"$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 21.7K 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
"RIP $HIMS people bought Puts on Friday 🤔 79% Average revenue growth(last [--] years) Profitable✅ FCF+ ✅ Trading at 2x P/S. $629.7m Cash ✅ No debt ✅ $1 billion in convertible senior at 0% interest at $70.67/share meaning everyone is paying cheaper than these investors. Short Interest is near ATH or near 40% Float. Big pharma won this time. Consumers pay $100-$150 more per months to lose weight. But please dont say Big Pharma are good for the people :)) That would be a joke Until next time bears. Not Financial Advice Since launching the compounded semaglutide pill on our platform weve had"
[X Link](https://x.com/MikeLongTerm/status/2020330636800565390) 2026-02-08T02:55Z 21.6K followers, 94.1K engagements
"@MHJCAT yea and the catalyst was posted [--] hours ago. Stock will bounce"
[X Link](https://x.com/MikeLongTerm/status/2020335672880689274) 2026-02-08T03:15Z 21.4K followers, [----] engagements
"$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 $dia Liquidity is coming from the Fed what does this mean for commodities Are they going to enter phase [--] rally or fade away We wont see those cash-like positions moving until the trend is clear. I think Kevin Warsh won a battle but the war is not over. Would love the certainty but how would I buy stocks at a bargin with certainty I'm ready for tomorrow Not Financial Advice https://twitter.com/i/web/status/2020722172801454086 https://twitter.com/i/web/status/2020722172801454086"
[X Link](https://x.com/MikeLongTerm/status/2020722172801454086) 2026-02-09T04:51Z 21.5K followers, [----] engagements
"$HIMS Short sellers have to cover at some point. HIMS will be very expensive one day because of these idiots piling on 40% short float. it is not a good idea to short a company all the way to 2x P/S. If it were 200-300x P/S I get it but HIMS has 79% average revenue growth in the last [--] years No debt -Solid cash balance $630m Profitable FCF This is why I dont short but I do trade put options in name im bearish. Not Financial Advice $HIMS App downloads are surging post superbowl ad. jumped to #5 most downloaded on the App Store. It was #22 yesterday. This is huge. https://t.co/hexPfKxEj5 $HIMS"
[X Link](https://x.com/MikeLongTerm/status/2020806387849171135) 2026-02-09T10:26Z 21.6K followers, 23.1K engagements
"$AMD FCF is 👑 Do not bet against this Cash Machine especially [----] is a big inflection year for @AMD. Not Financial Advice $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 5"
[X Link](https://x.com/MikeLongTerm/status/2020821438635139372) 2026-02-09T11:25Z 21.7K 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 $LLY sued Strive Pharmacy and failed"
[X Link](https://x.com/MikeLongTerm/status/2020845789246075018) 2026-02-09T13:02Z 21.5K followers, [---] engagements
"$HIMS $NVO $LLY Context: Strive Pharmacy (also known as Strive Specialties or Strive Compounding Pharmacy) is involved in fulfilling prescriptions and compounding drugs for Hims & Hers ($HIMS) particularly in the context of GLP-1 weight-loss medications like compounded semaglutide (the active ingredient in Novo's Wegovy/Ozempic) and related products. Strive is 503A compounding pharmacy licensed in [--] states. Strive Compounding Pharmacy (an Arizona-based compounder also referred to as Strive Specialties) has filed an antitrust lawsuit against Eli Lilly and Novo Nordisk. Strive claims the two"
[X Link](https://x.com/MikeLongTerm/status/2020852228349632838) 2026-02-09T13:28Z 21.6K followers, 50.7K 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
"BREAKING $AMD New Chief Marketing Officer👀 SANTA CLARA Calif. Feb. [--] [----] (GLOBE NEWSWIRE) -- Today @AMD (NASDAQ: AMD) announced that Ariel Kelman has been appointed Senior Vice President and Chief Marketing Officer effective immediately. Kelman will lead the AMD global marketing organization overseeing brand communications events developer relations and go-to-market strategy. Kelman will report to Ruth Cotter Senior Vice President and Chief Administrative Officer and will work closely with the AMD executive team to deepen engagement with customers partners developers and the broader"
[X Link](https://x.com/MikeLongTerm/status/2020937426072412515) 2026-02-09T19:06Z 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
"@michaeljburry and u will delete your posts when $PLTR back to $200"
[X Link](https://x.com/MikeLongTerm/status/2021037563746959541) 2026-02-10T01:44Z 21.7K followers, [----] engagements
"$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
"BREAKING $AMZN $315 PT Outperform Rating🚀 Citizens reiterates @amazon Outperform Rating and maintains $315 PT citing AWS growth to accelerate $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: $13 Forward P/E"
[X Link](https://x.com/MikeLongTerm/status/2021200016346661311) 2026-02-10T12:30Z 21.6K followers, [----] engagements
"$GRAB $GOTO Called it ✅ I was right. $GOTO wouldn't exist without Nadiem Various state funding Google and corruption. $GRAB survived and is winning market share rapidly. Should GRAB do this Mobility/Delivery acquisition as a favor for the government Similarly The Philippines along with other SEA countries are asking GRAB to go public in their domestic stock market in exchange for de-regulation or less complex. FYI most of local SEA public companies are no good in domestic public market with fraud and false accounting except Singapore. It is estimated that demand for GRAB shares would be in"
[X Link](https://x.com/MikeLongTerm/status/2021222954726539657) 2026-02-10T14:01Z 21.6K followers, [----] engagements
"$HIMS Bears still don't get it🧐 Subscription S-curve= J-curve HIMS is able to grow to this point because consumers are seeking cheaper alternative. People hate big Pharma this exists way decades before HIMS was found. This is the nature force that will be here for a long time. Weight loss price went down 90%+ per month to as low as $149 or in some place $50 with insurance because of FDA rules on 503a 503b. This was designed to lower price. $HIMS wouldn't exist if consumers enjoy paying higher price. $HIMS wouldn't exist if the products didnt work and grew to 2.5m paid subscribers. $HIMS"
[X Link](https://x.com/MikeLongTerm/status/2021227931356270723) 2026-02-10T14:21Z 21.6K followers, 18.1K engagements
"@stocksarequeens Focus on delivering value at the best possible price. If people are getting healthier they will generally live better and spend overall less on healthcare to enjoy other stuff. And they are profitable and fcf with solid balance sheet so that will be good for momentum"
[X Link](https://x.com/MikeLongTerm/status/2021237790109769851) 2026-02-10T15:00Z 21.7K followers, [---] engagements
"Right there is no guarantee that we wont have future corruption. But I believe in the good force of capitalism from $GRAB that will drive significant impact in SEA region to be more stable. And if go public regular SEA folks get to participate in building wealth on GRAB stocks too then these folks get to enjoy wealth effect. https://twitter.com/i/web/status/2021244701123235998 https://twitter.com/i/web/status/2021244701123235998"
[X Link](https://x.com/MikeLongTerm/status/2021244701123235998) 2026-02-10T15:27Z 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
"LoL🐻are getting mad at me posting 13F 💀 "Smart money" does not care about your $5 puts my guys. They look at the Fundamental if they like it they press buy. That is it Get some help🤣"
[X Link](https://x.com/MikeLongTerm/status/2021271966389309651) 2026-02-10T17:16Z 21.6K followers, [----] engagements
"@KrisPatel99 This is [--] months old new when short interest just hit new ATH [--------] shares shorted- source: NYSE. Check before u post"
[X Link](https://x.com/MikeLongTerm/status/2021281804813009370) 2026-02-10T17:55Z 21.6K followers, [---] engagements
"Boomers just learnt $KO can miss earning too. $WMT too. Keep overpaying will result in lower ROI. Shareholders with $3-$20 average are fine"
[X Link](https://x.com/MikeLongTerm/status/2021290706577633775) 2026-02-10T18:30Z 21.6K followers, [----] engagements
"@Mr_Derivatives https://x.com/MikeLongTerm/status/2021277437842112840 BREAKING $HIMS Short Interest hit ATH 🚨🚨🚨 $HIMS Short Interest hit fresh new ATH or [--------] shares shorted - source: NYSE They did not cover but going ALL IN This short squeeze show will be interesting especially Norges Bank is involved now. Norges Bank has the fund https://t.co/Klt2wuBi90 https://x.com/MikeLongTerm/status/2021277437842112840 BREAKING $HIMS Short Interest hit ATH 🚨🚨🚨 $HIMS Short Interest hit fresh new ATH or [--------] shares shorted - source: NYSE They did not cover but going ALL IN This short squeeze"
[X Link](https://x.com/MikeLongTerm/status/2021297448585396699) 2026-02-10T18:57Z 21.6K followers, [----] engagements
"BREAKING $HIMS & @MorganStanley Conference🚨 Morgan Stanley Technology Media & Telecom Conference Today at 1:50 PM PT Event: Morgan Stanley Technology Media & Telecom Conference Date/Time: March [--] [----] 1:50 PM PT Location: San Francisco CA Short sellers managed to scare most retail investors away but the world largest Funds are BUYING (Check my 13F posts). This kind of conference will determine how this going to play out. For example Norges Bank can buy half the float if they want to squeeze this. Norges Bank is known as largest institutional trader in global equities or $2 Trillion AUM. This"
[X Link](https://x.com/MikeLongTerm/status/2021311142472425586) 2026-02-10T19:51Z 21.6K followers, 11.5K 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
"@RyanBurgin29 Look up and Read my $GRAB effective float thread to understand more. Effective float is much smaller hence the average daily vol is 48m. Yes it is possible depending on catalyst. If you have more question consider subscribe"
[X Link](https://x.com/MikeLongTerm/status/2021400079081537560) 2026-02-11T01:45Z 21.6K followers, [---] engagements
"@YodaStockInvest $AMD should be able to carry anyone portfolio in the next 2-5 years. Not Financial Advice"
[X Link](https://x.com/MikeLongTerm/status/2021410065731948812) 2026-02-11T02:24Z 21.6K followers, [----] engagements
"BREAKING $PLTR & @GoldmanSachs Call🚨🚨🚨 Goldman Sachs 13F Filing revealed a massive increase of 2937% increase on @PalantirTech call option or [-----] contracts.(See 13F below) Goldman also owns [--------] Palantir shares What $GS is betting on near term BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with [--------] shares or $5149640932 See 13F below This is MASSIVE https://t.co/HSyGfoiC8J BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5"
[X Link](https://x.com/MikeLongTerm/status/2021581122778325056) 2026-02-11T13:44Z 21.6K followers, 23.7K engagements
"Goldman Sachs 13F Filing on $PLTR https://www.sec.gov/Archives/edgar/data/886982/0000886982-26-000052-index.htm https://www.sec.gov/Archives/edgar/data/886982/0000886982-26-000052-index.htm"
[X Link](https://x.com/MikeLongTerm/status/2021581126112846000) 2026-02-11T13:44Z 21.7K followers, [----] engagements
"BREAKING $AMZN $285 Price Target ✅ Arete Research Adjusts Price target on @amazon to $285 with BUY Rating $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 P/E 35x= $455 2028: Revenue $1.09T EPS:"
[X Link](https://x.com/MikeLongTerm/status/2021587167932285093) 2026-02-11T14:08Z 21.6K followers, [----] engagements
"$AMD @OpenAI @sama Dr. @LisaSu 🚨🚨🚨 "MI450 series development is going extremely well. So we're very happy with the progress that we have. We're right on track for a second-half launch and beginning of production. And as it relates to sort of the shape of the ramp and the customer engagements I would say the customer engagements continue to proceed very well. We have obviously a very strong relationship with OpenAI and we're planning that ramp starting in the second half of the year going into [----]. That is on track. We're also working closely with a number of other customers who are very"
[X Link](https://x.com/MikeLongTerm/status/2021593317159424405) 2026-02-11T14:33Z 21.6K followers, [----] engagements
"BREAKING $GRAB New CEO Interview Part 2✅ https://x.com/MikeLongTerm/status/2015895921926529311 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 https://x.com/MikeLongTerm/status/2015895921926529311 BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted individuals often through"
[X Link](https://x.com/MikeLongTerm/status/2021614091115086162) 2026-02-11T15:55Z 21.6K followers, [---] engagements
"BREAKING $GRAB CEO Interview Part [--] ✅ https://x.com/MikeLongTerm/status/2012223696631419089 BREAKING $GRAB Brandnew CEO Interview ✅ @AnthonyPY_Tan hinting exciting Q4 [----] earning This episode of "Inside Grab" features Grab CEO Anthony Tan and Group Head of Marketing Sustainability Loyalty & Support Cheryl Goh as they discuss the company's journey from a startup https://t.co/7IfMDpVaOe https://x.com/MikeLongTerm/status/2012223696631419089 BREAKING $GRAB Brandnew CEO Interview ✅ @AnthonyPY_Tan hinting exciting Q4 [----] earning This episode of "Inside Grab" features Grab CEO Anthony Tan and"
[X Link](https://x.com/MikeLongTerm/status/2021614093208011040) 2026-02-11T15:55Z 21.6K followers, [----] engagements
"$GRAB Q4 [----] Earning Preview 🧵 https://x.com/MikeLongTerm/status/2020959758350741763 $GRAB Q4 [----] Earning Preview 🧵 Grab to report Q4 [----] Earning on Wednesday February [--] [----] after the U.S. market at 7:00 PM ET Consensus Revenue: $920-$941m EPS: $0.01 Deliveries (food & other): $492 million (+20-21% YoY). Mobility (rides etc.): $341 million (+21% https://t.co/6j64hCi7I2 https://x.com/MikeLongTerm/status/2020959758350741763 $GRAB Q4 [----] Earning Preview 🧵 Grab to report Q4 [----] Earning on Wednesday February [--] [----] after the U.S. market at 7:00 PM ET Consensus Revenue: $920-$941m EPS:"
[X Link](https://x.com/MikeLongTerm/status/2021614095061893213) 2026-02-11T15:55Z 21.6K followers, [----] engagements
"13F Filing revealed Daiwa Securities Group($240B Fund) on $PLTR"
[X Link](https://x.com/MikeLongTerm/status/2021642853395705955) 2026-02-11T17:49Z 21.6K followers, [---] engagements
"$PLTR Massive $5.1B Buy from @NorgesBank https://x.com/MikeLongTerm/status/2021260115752448306 BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with [--------] shares or $5149640932 See 13F below This is MASSIVE https://t.co/HSyGfoiC8J https://x.com/MikeLongTerm/status/2021260115752448306 BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with"
[X Link](https://x.com/MikeLongTerm/status/2021642855861924126) 2026-02-11T17:49Z 21.6K followers, [----] engagements
"$PTLR Massive increase on Call option from @GoldmanSachs https://x.com/MikeLongTerm/status/2021581122778325056 BREAKING $PLTR & @GoldmanSachs Call🚨🚨🚨 Goldman Sachs 13F Filing revealed a massive increase of 2937% increase on @PalantirTech call option or [-----] contracts.(See 13F below) Goldman also owns [--------] Palantir shares What $GS is betting on near term https://t.co/JpCFSTbzQ5 https://x.com/MikeLongTerm/status/2021581122778325056 BREAKING $PLTR & @GoldmanSachs Call🚨🚨🚨 Goldman Sachs 13F Filing revealed a massive increase of 2937% increase on @PalantirTech call option or 14702"
[X Link](https://x.com/MikeLongTerm/status/2021642857741004946) 2026-02-11T17:49Z 21.6K followers, [----] engagements
"BREAKING $HIMS $NVO $BAC 🚨🚨🚨 @BankofAmerica 13F Filing revealed $BAC dumped [-------] $NVO shares. Remaining shares: [--------] shares. $BAC added [------] $HIMS shares But sold [-------] $NVO shares🤔 First time $BAC trimmed $NVO this significant since Covid https://www.sec.gov/Archives/edgar/data/70858/0000070858-26-000025-index.htm BREAKING $HIMS MASSIVE TRADER ENETERED🚨 13F Filing revealed one of the most aggressive trader Norges Bank($2 Trillion Fund) started a brandnew position on $HIMS with [-------] shares. This fund typically swing violently 10-20-30-50m-70m shares. Will short sellers get"
[X Link](https://x.com/MikeLongTerm/status/2021645642460725578) 2026-02-11T18:00Z 21.7K followers, [----] engagements
"$AMD $META Potential Revenue toward 2030🧵 https://x.com/MikeLongTerm/status/2016980197007085932 https://x.com/MikeLongTerm/status/2016980197007085932"
[X Link](https://x.com/MikeLongTerm/status/2021653200609427582) 2026-02-11T18:30Z 21.6K followers, [---] engagements
"$AMD $META new 1GW Data Center https://x.com/MikeLongTerm/status/1978579098424283339 BREAKING $AMD $META new 1GW Data Center🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥 TLDR: $META @finkd plans to scale this El Paso Texas AI-focused Data Center to 1GW(similar to @OpenAI 1GW) Context: @Meta allocated 42% AI GPUs purchase (250000+units) to $AMD since early [----]. And HSBC is https://t.co/qLlrtKl9Wv https://x.com/MikeLongTerm/status/1978579098424283339 BREAKING $AMD $META new 1GW Data Center🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥 TLDR: $META @finkd plans to scale this El Paso Texas AI-focused Data Center to 1GW(similar"
[X Link](https://x.com/MikeLongTerm/status/2021653202488484333) 2026-02-11T18:30Z 21.6K followers, [----] engagements
"$AMD $META Relationship/Partnership🧵 https://x.com/MikeLongTerm/status/1967218709442842717 $AMD $META Relationship/Partnership🧵 Background: @Meta Platforms and @AMD have forged a deepening relationship in the AI space driven by Meta's aggressive push toward artificial general intelligence (AGI) and AMD's rise as a viable alternative to Nvidia ($NVDA) for AI https://t.co/F5mMNQQfqy https://x.com/MikeLongTerm/status/1967218709442842717 $AMD $META Relationship/Partnership🧵 Background: @Meta Platforms and @AMD have forged a deepening relationship in the AI space driven by Meta's aggressive"
[X Link](https://x.com/MikeLongTerm/status/2021653204317159594) 2026-02-11T18:30Z 21.6K followers, [---] engagements
"@Jim_0_0_ It would be helpful if u build one. Lots of 13F coming out my hand is full"
[X Link](https://x.com/MikeLongTerm/status/2021659121804890389) 2026-02-11T18:54Z 21.6K followers, [---] engagements
"@gloc19x @nanalyzetweets correct long term $GRAB will pay dividend at some point yield would be very high if average is around sub $4. NFA"
[X Link](https://x.com/MikeLongTerm/status/2021665982109167803) 2026-02-11T19:21Z 21.6K followers, [---] engagements
"$AMD $META 🚀🚀🚀 META: BREAKING GROUND ON A DATA CENTER IN LEBANON INDIANA META: BREAKING GROUND ON A DATA CENTER IN LEBANON INDIANA"
[X Link](https://x.com/MikeLongTerm/status/2021668028086464757) 2026-02-11T19:29Z 21.6K followers, 10.1K engagements
"BREAKING $CSCO @Cisco Earning Result🚨🚨🚨 Revenue $15.30B vs $15.12B est EPS $1.04 vs $1.02 est"
[X Link](https://x.com/MikeLongTerm/status/2021692807908364680) 2026-02-11T21:08Z 21.6K followers, [----] engagements
"BREAKING $FSLY Q4 [----] ER 🚨🚨🚨 Revenue $172.61m vs $161.36m est EPS $0.12 vs $0.06 est"
[X Link](https://x.com/MikeLongTerm/status/2021693338567487885) 2026-02-11T21:10Z 21.7K followers, [----] engagements
"@tenaglia_john @Meta @AMD No"
[X Link](https://x.com/MikeLongTerm/status/2021695406065811773) 2026-02-11T21:18Z 21.6K followers, [---] engagements
"@TrendSpider $AMD tripled beat and went down 20% best of luck everyone. u better 200% YoY"
[X Link](https://x.com/MikeLongTerm/status/2021700757062345169) 2026-02-11T21:39Z 21.6K followers, [----] engagements
"@PalantirTech https://x.com/MikeLongTerm/status/2021260115752448306 BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with [--------] shares or $5149640932 See 13F below This is MASSIVE https://t.co/HSyGfoiC8J https://x.com/MikeLongTerm/status/2021260115752448306 BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with [--------] shares or"
[X Link](https://x.com/MikeLongTerm/status/2021703546320601149) 2026-02-11T21:51Z 21.7K followers, [----] engagements
"@FedShotTheBear To connect SEA folks to invest in the US. I talked about this before"
[X Link](https://x.com/MikeLongTerm/status/2021709675058565460) 2026-02-11T22:15Z 21.6K followers, [---] engagements
"$GRAB deposit grew to $1.6B from $1.3B This signals aggressive competition in Financial Services and users acquisition on Fin Segment. I will be listening to this. I understand this is to get GrabFin to profitable in [--] months but it seems Fin-Tech competition is heating up. Generated only $99m on GrabFin from $1.18B Loan book granted new loan will see more revenue in Q2-Q3 [----] but still pointing to strong competition on Fin-tech. This 100% Stash Acquisition is pointing us to deeper Fin-Tech expansion. BREAKING $GRAB Q4 Earning Result 🚨🚨🚨 Revenue $906m EPS $0.00 . in Q4 [----] Free Cash Flow"
[X Link](https://x.com/MikeLongTerm/status/2021716221192778149) 2026-02-11T22:41Z 21.6K followers, [----] engagements
"@Unravel_2000 They can intergrate it like Interactive brokers or what $HOOD is trying to do. Subject to regulatories of course"
[X Link](https://x.com/MikeLongTerm/status/2021734568483549609) 2026-02-11T23:54Z 21.7K followers, [---] engagements
"@amitisinvesting yea im actually more bullish now. They sandbagged 20-22%"
[X Link](https://x.com/MikeLongTerm/status/2021760442322833696) 2026-02-12T01:37Z 21.6K followers, [----] engagements
"@tchristy @Stash No US is very competitive market. So all up to the Stash founders to grow"
[X Link](https://x.com/MikeLongTerm/status/2021765701707391295) 2026-02-12T01:58Z 21.7K followers, [---] engagements
"@arbitool The print was frustrated but when u look deeper it is much more bullish than the print implied. THat is why price action is recovering"
[X Link](https://x.com/MikeLongTerm/status/2021780669178032616) 2026-02-12T02:57Z 21.7K followers, [---] engagements
"$GRAB @Stash BREAKING FUCKING NEW $GRAB & @Stash 🚨 We have everything but not an investing platform in SEA CALLED IT I knew this was coming but coming earlier Will post full earning call soon and more threads coming tomorrow. Much more bullish now than the weak Revenue print. https://t.co/yPvPD9JdNl BREAKING FUCKING NEW $GRAB & @Stash 🚨 We have everything but not an investing platform in SEA CALLED IT I knew this was coming but coming earlier Will post full earning call soon and more threads coming tomorrow. Much more bullish now than the weak Revenue print. https://t.co/yPvPD9JdNl"
[X Link](https://x.com/MikeLongTerm/status/2021781124901396493) 2026-02-12T02:59Z 21.7K 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: [-------] #
- [--] Week [---------] +381%
- [--] Month [----------] +93%
- [--] Months [----------] +710%
- [--] Year [----------] +1,216%
Mentions: [---] #
- [--] Week [---] +15%
- [--] Month [---] +44%
- [--] Months [-----] +147%
- [--] Year [-----] +158%
Followers: [------] #
- [--] Week [------] +1.80%
- [--] Month [------] +5.60%
- [--] Months [------] +118%
- [--] Year [------] +313%
CreatorRank: [------] #
Social Influence
Social category influence stocks #1110 finance #2333 technology brands 35.53% financial services #69 countries 10.53% cryptocurrencies 7.37% exchanges #5613 automotive brands #5355 travel destinations 1.05% social networks 0.79%
Social topic influence $grab #2, $amd #9, $pltr #10, breaking #949, ai #4876, $hims #18, pltr #9, money 9.74%, $nvda #271, investment #539
Top accounts mentioned or mentioned by @amd @palantirtech @openai @grok @lisasu @anthonypytan @alexhungate @peteroey @blackrock @meta @amazon @eliano @norgesbank @amitisinvesting @bankofamerica @wellsfargo @davidri24012971 @federalreserve @unravel_2000 @rosenthal_91909
Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Advanced Micro Devices (AMD) Palantir Technologies Inc. (PLTR) Hims & Hers Health, Inc. (HIMS) NVIDIA Corp. (NVDA) Metadium (META) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Taiwan Semiconductor (TSM) SPDR S&P [---] ETF Trust (SPY) Alphabet Inc Class A (GOOGL) DIA (DIA) BlackRock Inc (BLK) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) Block, Inc. (XYZ) Broadcom, Inc. (AVGO) Eli Lilly and Company (LLY) HSBC Holdings PLC (HSBC) Novo-Nordisk (NVO) Bank of America (BAC) Goldman Sachs (GS)
Top Social Posts
Top posts by engagements in the last [--] hours
"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
"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
"BREAKING $OPEN & @GoldmanSachs 13f filing- $GS increased $OPEN Position significantly by 54.30% or [-------] shares to a total holding of [--------] shares 🤔Big boys are pulling a short squeeze BREAKING $OPEN 13f filing-Qube Research & Technologies($28B Fund) initiated a massive brandnew position on $OPEN with [--------] shares 👀 https://t.co/dLuxtl7CmI BREAKING $OPEN 13f filing-Qube Research & Technologies($28B Fund) initiated a massive brandnew position on $OPEN with [--------] shares 👀 https://t.co/dLuxtl7CmI"
X Link 2025-08-31T13:50Z 21.7K followers, 150.6K 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 $NVDA @OpenAI 🧵 On September [--] [----] NVIDIA and OpenAI announced a landmark strategic partnership including NVIDIA's commitment to"
X Link 2025-09-25T01:36Z 21.7K followers, 34K engagements
"$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
"$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 $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
"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 $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 $GRAB $GOTO Update 👀👀👀 Jakarta-PT GoTo Gojek Tokopedia Tbk (GOTO) has responded to developments regarding a potential business merger with Grab Indonesia a plan the government recently confirmed is still under discussion. GOTO Company Director and Secretary R.A. Koesoemohadiani stated that the company supports the governments priorities and is open to various discussions. "We are open to various discussions that could support the long-term interests of the company's stakeholders" Koesoemohadiani said in an official information disclosure on the Indonesia Stock Exchange cited on"
X Link 2025-12-02T15:37Z 21.7K followers, 21.1K 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
"BREAKING $AMD & Advantech ✅ Advantech Teams With @AMD To Maximize Performance at the Edge Advantech has partnered with AMD to launch next-generation edge computing platforms powered by the AMD EPYC Embedded [----] series processors. These single-socket processors deliver high core counts (up to [--] cores) large memory support (up to [---] GB DDR5 ECC RDIMM) extensive PCIe Gen5 lanes (up to 79) and excellent power efficiency making them ideal for demanding edge workloads such as real-time AI inference medical imaging enterprise large language model (LLM) deployment industrial automation and more."
X Link 2025-12-08T13:26Z 21.7K 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 $GRAB COO @alexhungate Full Interview Source: @business Uber Goto/gojek Vietnam/VinFast AI investment Solving larger problem with regulators How to service growing demand Autonomous $PLTR $AMD $TSLA $GRAB $HIMS $QQQ $SPY Contrarian Investing Concept- Howard Marks🧵 The founder of Oaktree Capital Management is renowned for his disciplined risk-focused approach to investing particularly in distressed debt and credit markets. His philosophy emphasizes https://t.co/1CUjpkrAzY $PLTR $AMD $TSLA $GRAB $HIMS $QQQ $SPY Contrarian Investing Concept- Howard Marks🧵 The founder of Oaktree"
X Link 2025-12-22T12:57Z 21.7K followers, 19.9K 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
"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 $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
"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 $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 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($200B Fund) increased @AMD position MASSIVELY by 1353.31% or [------] shares. Total"
X Link 2026-01-22T23:07Z 21.4K followers, [----] engagements
"$GRAB COO @alexhungate $WRD Ai.R AV 🤖 "Had a great afternoon bringing AV Steering Committee (AVSC) members including Senior Minister of State Sim Ann and Minister of State Alvin Tan on one of our Ai.R hashtag#AV shuttle rides in Punggol. Weve officially moved into the community rides phase so were inviting Punggol residents to trial the service and give us feedback. Every learning and insight we get will be used to make sure the service is the safest most reliable and seamless it can be for public launch. I headed to Punggol a few days ago to learn directly from our amazing AV crew. Its"
X Link 2026-01-23T18:07Z 21.6K followers, [----] 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 $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
"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
"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
"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
"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 $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
"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 $20+"
X Link 2026-01-30T15:53Z 21.7K followers, 14.7K engagements
"$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 & 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
"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 & 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 $GRAB is going to die in a year or [--] which is a complete nonsense with very little debt. Howard Marks focuses on Intrinsic value the fundamental worth of a business based on its cash flows assets growth prospects and competitive positiondrives"
X Link 2026-02-01T17:08Z 21.6K followers, 33.7K engagements
"$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
"@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 $1-2Trillion for foreign holding purpose"
X Link 2026-02-01T23:25Z 21.4K followers, [---] engagements
"$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
"@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-$1.35 Investors will want to see: Data Center Growth Comment Guidance as most will only care about H2 [----]. So watch for comments during and at Q&A Client Gaming and Embedded Segments Growth Margin Expansion Guidance MI355X Ramp Heilos progress(if it ships a month early will send the stock"
X Link 2026-02-02T11:00Z 21.6K followers, 63.4K engagements
"$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 21.7K followers, [----] 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-$0.33 Investors will look at: Customer Count US commercial"
X Link 2026-02-02T21:07Z 21.4K followers, 88.2K engagements
"$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
"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 $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 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
"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 Meaningful adoption on EPYC CPU server demand is VERY STRONG MI355X record sales expanded to Hyperscalers Neo-Cloud also launching MI355X Expanded ROCm to broader range of workload Helios Rack continues to expand to more customers Actively scaling with Customers on Helios Rack H2 HPE and Lenovo will also be buying Helios Racks"
X Link 2026-02-03T23:00Z 21.7K followers, 61.6K engagements
"BREAKING $NVDA Jensen On CNBC Full🚨🚨🚨 $AMD $AVGO $TSM @OpenAI Jensen Huang talked about the rumor this week. "We love working with OpenAI" Source & Credit: CNBC BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC https://t.co/MhvDSpEvPX BREAKING $NVDA Jensen Comment @OpenAI 🚨🚨 $AMD $TSM @nvidia CEO Jensen Huang gonna be on CNBC tonight with @jimcramer Source: CNBC https://t.co/MhvDSpEvPX"
X Link 2026-02-03T23:28Z 21.7K followers, [----] engagements
"$QQQ $SPY $DIA Our New @federalreserve Chair🎙 Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve Uncommon Knowledge Critique of the Federal Reserve (1:53-4:05): Warsh criticizes the Fed for "institutional drift" and "underperformance" suggesting it has strayed from its core mandate of maintaining the value of the currency. He views his critique as a "love letter" intended to spur reform. He also notes that the current Federal Reserve is the third such experiment in the United States with the previous two failing due to a loss of public trust and an inability to deliver on"
X Link 2026-02-04T04:30Z 21.6K followers, [----] engagements
"$AMD is on track to $70-$100B FY2026 🧵 Fundamental is J-Curving Before H2 26🚀🚀🚀 Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 [----] Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑 We all know Dr. @LisaSu been giving conservative guidance since [----] this isnt new. Q4 [----] was guided $9.5B and revenue hit $10.27B I'm still keeping my FY [----] projection as everything is on schedule. And we area also hearing 1GW ramp from @Cisco @HUMAIN. More demand probably higher than @OpenAI from $META $MSFT. $AMZN Earning is coming so I will update.The language changed completely on"
X Link 2026-02-04T13:38Z 21.7K followers, 50.4K 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 $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 relationship with OpenAI. Leading partner Source & Credit: CNBC $AMD is on track to $70-$100B FY2026 🧵 Fundamental is J-Curving Before H2 26🚀🚀🚀 Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 [----] Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑 We all know Dr. @LisaSu been giving conservative guidance since"
X Link 2026-02-04T14:25Z 21.7K followers, 85.5K 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
"BREAKING $GOOGL Earning Result 🚨🚨🚨 @Google Revenue $113.8B vs $111.32B EPS $2.82 vs $2.63 est AI CapEx is $175-$185B BREAKING $AMD $GOOGL Breakthrough🚀🚀🚀 TLDR: 10-30%+ in latency/throughput for Google's production workloads like search VMs and services on AMD EPYC systems. @Google is a very large EPYC AMD customer especially the upcoming breakthrough [----] "Venice" and [----] "Verano". Part https://t.co/m0TM8ULcpo BREAKING $AMD $GOOGL Breakthrough🚀🚀🚀 TLDR: 10-30%+ in latency/throughput for Google's production workloads like search VMs and services on AMD EPYC systems. @Google is a very"
X Link 2026-02-04T21:03Z 21.7K followers, 16.6K 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 $AMD & $310 BUY RATING 🚨🚨🚨 " @AMD stock has been outperforming rivals like Nvidia (NVDA) and Broadcom (AVGO) driven by investor optimism about server strength fueling some upside in earnings per share (EPS) revisions. However the Q4 earnings call indicated that AMDs server CPU strength is being largely offset by a nearly $1 billion cut to the gaming business for [----] making it frustrating for some investors looking for continued beat/raises on EPS. While we acknowledge investors concerns we highlighted that fundamentals for the segments that really drive the narrative (CPU/GPU)"
X Link 2026-02-04T22:35Z 21.7K followers, [----] engagements
"$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
"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 False Narrative vs Facts 🧵 [--]. Before I go in to the full thread I want to post some facts first: Q4 [----] ER Revenue $10.27B vs $9.62 est EPS $1.53 vs $1.32 est Q1 [----] Guidance $9.8B+$300m vs $9.6B est TRIPLE BEAT 👑 Q4 [----] was guided at $9.5B in Q3 [----] but hit $10.27B. Dr. Su been giving conservative guidance since [----] hence Q1 [----] should be in the $10.5B-$11B or higher due to CPU pricing power & MI355X rising price and potential some chip sale to China. The false narrative: Right about 20-30sec of the @AMD earning pop Bloomberg narrative was missed expectation. CNBC was also"
X Link 2026-02-05T19:23Z 21.7K followers, 30.8K engagements
"$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 Q4 [----] Earning Report🚨🚨🚨 Revenue $213.4B vs $211.44B est EPS $1.95 vs $1.97 est $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 P/E 35x= $455 2028: Revenue $1.09T EPS: $15"
X Link 2026-02-05T21:02Z 21.6K followers, 29.7K 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 $2.8 billion favorable impact from year-over-year changes in foreign exchange rates"
X Link 2026-02-05T23:03Z 21.4K followers, [----] engagements
"$QQQ $SPY $DIA $IWM $IWO $KO Legend is still legending in [----] https://twitter.com/i/web/status/2019552868303306881 https://twitter.com/i/web/status/2019552868303306881"
X Link 2026-02-05T23:24Z 21.7K followers, [----] engagements
"$AMD $PLTR $TSLA $GRAB $XYZ $HIMS $AMZN $GOOGL $META $MSFT $NVDA $TSM Did you buy the dip What did you buy Comment down below Yes No Yes No"
X Link 2026-02-05T23:32Z 21.7K followers, [----] engagements
"$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 $MSFT. Lots of people blew up their accounts in the last 4-8 weeks. I don't offer Financial Advice but I hope it was helpful Margin and short-term calls are not your friend Especially when commodities started rallying violently from September [----] I was also accused of getting paid writing about companies I own for years. I understand the sentiment and how painful it was to look at your portfolio. But I do own these companies and I never got paid. If you know how I can get paid from these companies pls let me know Will"
X Link 2026-02-06T18:01Z 21.5K followers, [----] engagements
"$GRAB is ready to get back to $5-$6 into Earning🧵 Comments before Earning from "smart money" The recent tech selloff (particularly in US/tech-heavy indices like Nasdaq driven by concerns over AI valuations high interest rates lingering effects or profit-taking in growth stocks) has prompted a broader market rotation. Investors are shifting capital away from overvalued or crowded US big-tech/AI plays toward more value-oriented undervalued or economically sensitive sectors and regions. This includes a noticeable pivot toward emerging markets especially Southeast Asia which has seen foreign"
X Link 2026-02-06T18:47Z 21.7K followers, 10.9K engagements
"BREAKING $BMNR $ETH Tom Lee on CNBC 🚨 @BitMNR has no leverage & generated net income $ETH is up over 12% today Is this the bottom for $ETH and $BTC Comment below Source & Credit: CNBC $BMNR @fundstrat and Market valuation Tom Lee said $BMNR is a scarcity and people have more income and they can't buy houses. He said [----] target for @SP500_Index this month Overall Tom Lee is massively bullish into year end with rate cuts from @federalreserve. $BMNR is https://t.co/tPELKF08Up $BMNR @fundstrat and Market valuation Tom Lee said $BMNR is a scarcity and people have more income and they can't buy"
X Link 2026-02-06T20:26Z 21.6K followers, 12.3K engagements
"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 have 4-9 months to FOMO in for this violent reprice AMD is the least owned Semi stock $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 https://t.co/jCwtk8Yb1H $AMD"
X Link 2026-02-06T20:41Z 21.6K followers, 41.5K engagements
"13F Filing- AustralianSuper Pty on $AMD"
X Link 2026-02-06T20:41Z 21.3K followers, [----] engagements
"$IGV $XSW $AOTS $IGPT At some point software stocks have to start the bottoming process. Earning will do. Not Financial Advice Chart Credit: @TheCompoundNews"
X Link 2026-02-07T00:50Z 21.7K followers, [----] engagements
"$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 $HIMS Ads going to run from here. NFA"
X Link 2026-02-07T04:10Z 21.4K followers, [---] engagements
"$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 21.7K 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
"RIP $HIMS people bought Puts on Friday 🤔 79% Average revenue growth(last [--] years) Profitable✅ FCF+ ✅ Trading at 2x P/S. $629.7m Cash ✅ No debt ✅ $1 billion in convertible senior at 0% interest at $70.67/share meaning everyone is paying cheaper than these investors. Short Interest is near ATH or near 40% Float. Big pharma won this time. Consumers pay $100-$150 more per months to lose weight. But please dont say Big Pharma are good for the people :)) That would be a joke Until next time bears. Not Financial Advice Since launching the compounded semaglutide pill on our platform weve had"
X Link 2026-02-08T02:55Z 21.6K followers, 94.1K engagements
"@MHJCAT yea and the catalyst was posted [--] hours ago. Stock will bounce"
X Link 2026-02-08T03:15Z 21.4K followers, [----] engagements
"$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 $dia Liquidity is coming from the Fed what does this mean for commodities Are they going to enter phase [--] rally or fade away We wont see those cash-like positions moving until the trend is clear. I think Kevin Warsh won a battle but the war is not over. Would love the certainty but how would I buy stocks at a bargin with certainty I'm ready for tomorrow Not Financial Advice https://twitter.com/i/web/status/2020722172801454086 https://twitter.com/i/web/status/2020722172801454086"
X Link 2026-02-09T04:51Z 21.5K followers, [----] engagements
"$HIMS Short sellers have to cover at some point. HIMS will be very expensive one day because of these idiots piling on 40% short float. it is not a good idea to short a company all the way to 2x P/S. If it were 200-300x P/S I get it but HIMS has 79% average revenue growth in the last [--] years No debt -Solid cash balance $630m Profitable FCF This is why I dont short but I do trade put options in name im bearish. Not Financial Advice $HIMS App downloads are surging post superbowl ad. jumped to #5 most downloaded on the App Store. It was #22 yesterday. This is huge. https://t.co/hexPfKxEj5 $HIMS"
X Link 2026-02-09T10:26Z 21.6K followers, 23.1K engagements
"$AMD FCF is 👑 Do not bet against this Cash Machine especially [----] is a big inflection year for @AMD. Not Financial Advice $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 5"
X Link 2026-02-09T11:25Z 21.7K 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 $LLY sued Strive Pharmacy and failed"
X Link 2026-02-09T13:02Z 21.5K followers, [---] engagements
"$HIMS $NVO $LLY Context: Strive Pharmacy (also known as Strive Specialties or Strive Compounding Pharmacy) is involved in fulfilling prescriptions and compounding drugs for Hims & Hers ($HIMS) particularly in the context of GLP-1 weight-loss medications like compounded semaglutide (the active ingredient in Novo's Wegovy/Ozempic) and related products. Strive is 503A compounding pharmacy licensed in [--] states. Strive Compounding Pharmacy (an Arizona-based compounder also referred to as Strive Specialties) has filed an antitrust lawsuit against Eli Lilly and Novo Nordisk. Strive claims the two"
X Link 2026-02-09T13:28Z 21.6K followers, 50.7K 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
"BREAKING $AMD New Chief Marketing Officer👀 SANTA CLARA Calif. Feb. [--] [----] (GLOBE NEWSWIRE) -- Today @AMD (NASDAQ: AMD) announced that Ariel Kelman has been appointed Senior Vice President and Chief Marketing Officer effective immediately. Kelman will lead the AMD global marketing organization overseeing brand communications events developer relations and go-to-market strategy. Kelman will report to Ruth Cotter Senior Vice President and Chief Administrative Officer and will work closely with the AMD executive team to deepen engagement with customers partners developers and the broader"
X Link 2026-02-09T19:06Z 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
"@michaeljburry and u will delete your posts when $PLTR back to $200"
X Link 2026-02-10T01:44Z 21.7K followers, [----] engagements
"$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
"BREAKING $AMZN $315 PT Outperform Rating🚀 Citizens reiterates @amazon Outperform Rating and maintains $315 PT citing AWS growth to accelerate $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: $13 Forward P/E"
X Link 2026-02-10T12:30Z 21.6K followers, [----] engagements
"$GRAB $GOTO Called it ✅ I was right. $GOTO wouldn't exist without Nadiem Various state funding Google and corruption. $GRAB survived and is winning market share rapidly. Should GRAB do this Mobility/Delivery acquisition as a favor for the government Similarly The Philippines along with other SEA countries are asking GRAB to go public in their domestic stock market in exchange for de-regulation or less complex. FYI most of local SEA public companies are no good in domestic public market with fraud and false accounting except Singapore. It is estimated that demand for GRAB shares would be in"
X Link 2026-02-10T14:01Z 21.6K followers, [----] engagements
"$HIMS Bears still don't get it🧐 Subscription S-curve= J-curve HIMS is able to grow to this point because consumers are seeking cheaper alternative. People hate big Pharma this exists way decades before HIMS was found. This is the nature force that will be here for a long time. Weight loss price went down 90%+ per month to as low as $149 or in some place $50 with insurance because of FDA rules on 503a 503b. This was designed to lower price. $HIMS wouldn't exist if consumers enjoy paying higher price. $HIMS wouldn't exist if the products didnt work and grew to 2.5m paid subscribers. $HIMS"
X Link 2026-02-10T14:21Z 21.6K followers, 18.1K engagements
"@stocksarequeens Focus on delivering value at the best possible price. If people are getting healthier they will generally live better and spend overall less on healthcare to enjoy other stuff. And they are profitable and fcf with solid balance sheet so that will be good for momentum"
X Link 2026-02-10T15:00Z 21.7K followers, [---] engagements
"Right there is no guarantee that we wont have future corruption. But I believe in the good force of capitalism from $GRAB that will drive significant impact in SEA region to be more stable. And if go public regular SEA folks get to participate in building wealth on GRAB stocks too then these folks get to enjoy wealth effect. https://twitter.com/i/web/status/2021244701123235998 https://twitter.com/i/web/status/2021244701123235998"
X Link 2026-02-10T15:27Z 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
"LoL🐻are getting mad at me posting 13F 💀 "Smart money" does not care about your $5 puts my guys. They look at the Fundamental if they like it they press buy. That is it Get some help🤣"
X Link 2026-02-10T17:16Z 21.6K followers, [----] engagements
"@KrisPatel99 This is [--] months old new when short interest just hit new ATH [--------] shares shorted- source: NYSE. Check before u post"
X Link 2026-02-10T17:55Z 21.6K followers, [---] engagements
"Boomers just learnt $KO can miss earning too. $WMT too. Keep overpaying will result in lower ROI. Shareholders with $3-$20 average are fine"
X Link 2026-02-10T18:30Z 21.6K followers, [----] engagements
"@Mr_Derivatives https://x.com/MikeLongTerm/status/2021277437842112840 BREAKING $HIMS Short Interest hit ATH 🚨🚨🚨 $HIMS Short Interest hit fresh new ATH or [--------] shares shorted - source: NYSE They did not cover but going ALL IN This short squeeze show will be interesting especially Norges Bank is involved now. Norges Bank has the fund https://t.co/Klt2wuBi90 https://x.com/MikeLongTerm/status/2021277437842112840 BREAKING $HIMS Short Interest hit ATH 🚨🚨🚨 $HIMS Short Interest hit fresh new ATH or [--------] shares shorted - source: NYSE They did not cover but going ALL IN This short squeeze"
X Link 2026-02-10T18:57Z 21.6K followers, [----] engagements
"BREAKING $HIMS & @MorganStanley Conference🚨 Morgan Stanley Technology Media & Telecom Conference Today at 1:50 PM PT Event: Morgan Stanley Technology Media & Telecom Conference Date/Time: March [--] [----] 1:50 PM PT Location: San Francisco CA Short sellers managed to scare most retail investors away but the world largest Funds are BUYING (Check my 13F posts). This kind of conference will determine how this going to play out. For example Norges Bank can buy half the float if they want to squeeze this. Norges Bank is known as largest institutional trader in global equities or $2 Trillion AUM. This"
X Link 2026-02-10T19:51Z 21.6K followers, 11.5K 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
"@RyanBurgin29 Look up and Read my $GRAB effective float thread to understand more. Effective float is much smaller hence the average daily vol is 48m. Yes it is possible depending on catalyst. If you have more question consider subscribe"
X Link 2026-02-11T01:45Z 21.6K followers, [---] engagements
"@YodaStockInvest $AMD should be able to carry anyone portfolio in the next 2-5 years. Not Financial Advice"
X Link 2026-02-11T02:24Z 21.6K followers, [----] engagements
"BREAKING $PLTR & @GoldmanSachs Call🚨🚨🚨 Goldman Sachs 13F Filing revealed a massive increase of 2937% increase on @PalantirTech call option or [-----] contracts.(See 13F below) Goldman also owns [--------] Palantir shares What $GS is betting on near term BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with [--------] shares or $5149640932 See 13F below This is MASSIVE https://t.co/HSyGfoiC8J BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5"
X Link 2026-02-11T13:44Z 21.6K followers, 23.7K engagements
"Goldman Sachs 13F Filing on $PLTR https://www.sec.gov/Archives/edgar/data/886982/0000886982-26-000052-index.htm https://www.sec.gov/Archives/edgar/data/886982/0000886982-26-000052-index.htm"
X Link 2026-02-11T13:44Z 21.7K followers, [----] engagements
"BREAKING $AMZN $285 Price Target ✅ Arete Research Adjusts Price target on @amazon to $285 with BUY Rating $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 P/E 35x= $455 2028: Revenue $1.09T EPS:"
X Link 2026-02-11T14:08Z 21.6K followers, [----] engagements
"$AMD @OpenAI @sama Dr. @LisaSu 🚨🚨🚨 "MI450 series development is going extremely well. So we're very happy with the progress that we have. We're right on track for a second-half launch and beginning of production. And as it relates to sort of the shape of the ramp and the customer engagements I would say the customer engagements continue to proceed very well. We have obviously a very strong relationship with OpenAI and we're planning that ramp starting in the second half of the year going into [----]. That is on track. We're also working closely with a number of other customers who are very"
X Link 2026-02-11T14:33Z 21.6K followers, [----] engagements
"BREAKING $GRAB New CEO Interview Part 2✅ https://x.com/MikeLongTerm/status/2015895921926529311 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 https://x.com/MikeLongTerm/status/2015895921926529311 BREAKING $GRAB New CEO Interview Part 2✅ Assembling the Dream Team (0:44): Anthony emphasizes the importance of hiring trusted individuals often through"
X Link 2026-02-11T15:55Z 21.6K followers, [---] engagements
"BREAKING $GRAB CEO Interview Part [--] ✅ https://x.com/MikeLongTerm/status/2012223696631419089 BREAKING $GRAB Brandnew CEO Interview ✅ @AnthonyPY_Tan hinting exciting Q4 [----] earning This episode of "Inside Grab" features Grab CEO Anthony Tan and Group Head of Marketing Sustainability Loyalty & Support Cheryl Goh as they discuss the company's journey from a startup https://t.co/7IfMDpVaOe https://x.com/MikeLongTerm/status/2012223696631419089 BREAKING $GRAB Brandnew CEO Interview ✅ @AnthonyPY_Tan hinting exciting Q4 [----] earning This episode of "Inside Grab" features Grab CEO Anthony Tan and"
X Link 2026-02-11T15:55Z 21.6K followers, [----] engagements
"$GRAB Q4 [----] Earning Preview 🧵 https://x.com/MikeLongTerm/status/2020959758350741763 $GRAB Q4 [----] Earning Preview 🧵 Grab to report Q4 [----] Earning on Wednesday February [--] [----] after the U.S. market at 7:00 PM ET Consensus Revenue: $920-$941m EPS: $0.01 Deliveries (food & other): $492 million (+20-21% YoY). Mobility (rides etc.): $341 million (+21% https://t.co/6j64hCi7I2 https://x.com/MikeLongTerm/status/2020959758350741763 $GRAB Q4 [----] Earning Preview 🧵 Grab to report Q4 [----] Earning on Wednesday February [--] [----] after the U.S. market at 7:00 PM ET Consensus Revenue: $920-$941m EPS:"
X Link 2026-02-11T15:55Z 21.6K followers, [----] engagements
"13F Filing revealed Daiwa Securities Group($240B Fund) on $PLTR"
X Link 2026-02-11T17:49Z 21.6K followers, [---] engagements
"$PLTR Massive $5.1B Buy from @NorgesBank https://x.com/MikeLongTerm/status/2021260115752448306 BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with [--------] shares or $5149640932 See 13F below This is MASSIVE https://t.co/HSyGfoiC8J https://x.com/MikeLongTerm/status/2021260115752448306 BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with"
X Link 2026-02-11T17:49Z 21.6K followers, [----] engagements
"$PTLR Massive increase on Call option from @GoldmanSachs https://x.com/MikeLongTerm/status/2021581122778325056 BREAKING $PLTR & @GoldmanSachs Call🚨🚨🚨 Goldman Sachs 13F Filing revealed a massive increase of 2937% increase on @PalantirTech call option or [-----] contracts.(See 13F below) Goldman also owns [--------] Palantir shares What $GS is betting on near term https://t.co/JpCFSTbzQ5 https://x.com/MikeLongTerm/status/2021581122778325056 BREAKING $PLTR & @GoldmanSachs Call🚨🚨🚨 Goldman Sachs 13F Filing revealed a massive increase of 2937% increase on @PalantirTech call option or 14702"
X Link 2026-02-11T17:49Z 21.6K followers, [----] engagements
"BREAKING $HIMS $NVO $BAC 🚨🚨🚨 @BankofAmerica 13F Filing revealed $BAC dumped [-------] $NVO shares. Remaining shares: [--------] shares. $BAC added [------] $HIMS shares But sold [-------] $NVO shares🤔 First time $BAC trimmed $NVO this significant since Covid https://www.sec.gov/Archives/edgar/data/70858/0000070858-26-000025-index.htm BREAKING $HIMS MASSIVE TRADER ENETERED🚨 13F Filing revealed one of the most aggressive trader Norges Bank($2 Trillion Fund) started a brandnew position on $HIMS with [-------] shares. This fund typically swing violently 10-20-30-50m-70m shares. Will short sellers get"
X Link 2026-02-11T18:00Z 21.7K followers, [----] engagements
"$AMD $META Potential Revenue toward 2030🧵 https://x.com/MikeLongTerm/status/2016980197007085932 https://x.com/MikeLongTerm/status/2016980197007085932"
X Link 2026-02-11T18:30Z 21.6K followers, [---] engagements
"$AMD $META new 1GW Data Center https://x.com/MikeLongTerm/status/1978579098424283339 BREAKING $AMD $META new 1GW Data Center🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥 TLDR: $META @finkd plans to scale this El Paso Texas AI-focused Data Center to 1GW(similar to @OpenAI 1GW) Context: @Meta allocated 42% AI GPUs purchase (250000+units) to $AMD since early [----]. And HSBC is https://t.co/qLlrtKl9Wv https://x.com/MikeLongTerm/status/1978579098424283339 BREAKING $AMD $META new 1GW Data Center🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥 TLDR: $META @finkd plans to scale this El Paso Texas AI-focused Data Center to 1GW(similar"
X Link 2026-02-11T18:30Z 21.6K followers, [----] engagements
"$AMD $META Relationship/Partnership🧵 https://x.com/MikeLongTerm/status/1967218709442842717 $AMD $META Relationship/Partnership🧵 Background: @Meta Platforms and @AMD have forged a deepening relationship in the AI space driven by Meta's aggressive push toward artificial general intelligence (AGI) and AMD's rise as a viable alternative to Nvidia ($NVDA) for AI https://t.co/F5mMNQQfqy https://x.com/MikeLongTerm/status/1967218709442842717 $AMD $META Relationship/Partnership🧵 Background: @Meta Platforms and @AMD have forged a deepening relationship in the AI space driven by Meta's aggressive"
X Link 2026-02-11T18:30Z 21.6K followers, [---] engagements
"@Jim_0_0_ It would be helpful if u build one. Lots of 13F coming out my hand is full"
X Link 2026-02-11T18:54Z 21.6K followers, [---] engagements
"@gloc19x @nanalyzetweets correct long term $GRAB will pay dividend at some point yield would be very high if average is around sub $4. NFA"
X Link 2026-02-11T19:21Z 21.6K followers, [---] engagements
"$AMD $META 🚀🚀🚀 META: BREAKING GROUND ON A DATA CENTER IN LEBANON INDIANA META: BREAKING GROUND ON A DATA CENTER IN LEBANON INDIANA"
X Link 2026-02-11T19:29Z 21.6K followers, 10.1K engagements
"BREAKING $CSCO @Cisco Earning Result🚨🚨🚨 Revenue $15.30B vs $15.12B est EPS $1.04 vs $1.02 est"
X Link 2026-02-11T21:08Z 21.6K followers, [----] engagements
"BREAKING $FSLY Q4 [----] ER 🚨🚨🚨 Revenue $172.61m vs $161.36m est EPS $0.12 vs $0.06 est"
X Link 2026-02-11T21:10Z 21.7K followers, [----] engagements
"@tenaglia_john @Meta @AMD No"
X Link 2026-02-11T21:18Z 21.6K followers, [---] engagements
"@TrendSpider $AMD tripled beat and went down 20% best of luck everyone. u better 200% YoY"
X Link 2026-02-11T21:39Z 21.6K followers, [----] engagements
"@PalantirTech https://x.com/MikeLongTerm/status/2021260115752448306 BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with [--------] shares or $5149640932 See 13F below This is MASSIVE https://t.co/HSyGfoiC8J https://x.com/MikeLongTerm/status/2021260115752448306 BREAKING $PLTR Holy 🐮$5.1B BUY 🚨🚨🚨 What is happening @eliano Yes $5 Billion with a B. 13F Filing- Norges Bank ($2 Trillion Fund) started a BRANDNEW position on @PalantirTech with [--------] shares or"
X Link 2026-02-11T21:51Z 21.7K followers, [----] engagements
"@FedShotTheBear To connect SEA folks to invest in the US. I talked about this before"
X Link 2026-02-11T22:15Z 21.6K followers, [---] engagements
"$GRAB deposit grew to $1.6B from $1.3B This signals aggressive competition in Financial Services and users acquisition on Fin Segment. I will be listening to this. I understand this is to get GrabFin to profitable in [--] months but it seems Fin-Tech competition is heating up. Generated only $99m on GrabFin from $1.18B Loan book granted new loan will see more revenue in Q2-Q3 [----] but still pointing to strong competition on Fin-tech. This 100% Stash Acquisition is pointing us to deeper Fin-Tech expansion. BREAKING $GRAB Q4 Earning Result 🚨🚨🚨 Revenue $906m EPS $0.00 . in Q4 [----] Free Cash Flow"
X Link 2026-02-11T22:41Z 21.6K followers, [----] engagements
"@Unravel_2000 They can intergrate it like Interactive brokers or what $HOOD is trying to do. Subject to regulatories of course"
X Link 2026-02-11T23:54Z 21.7K followers, [---] engagements
"@amitisinvesting yea im actually more bullish now. They sandbagged 20-22%"
X Link 2026-02-12T01:37Z 21.6K followers, [----] engagements
"@tchristy @Stash No US is very competitive market. So all up to the Stash founders to grow"
X Link 2026-02-12T01:58Z 21.7K followers, [---] engagements
"@arbitool The print was frustrated but when u look deeper it is much more bullish than the print implied. THat is why price action is recovering"
X Link 2026-02-12T02:57Z 21.7K followers, [---] engagements
"$GRAB @Stash BREAKING FUCKING NEW $GRAB & @Stash 🚨 We have everything but not an investing platform in SEA CALLED IT I knew this was coming but coming earlier Will post full earning call soon and more threads coming tomorrow. Much more bullish now than the weak Revenue print. https://t.co/yPvPD9JdNl BREAKING FUCKING NEW $GRAB & @Stash 🚨 We have everything but not an investing platform in SEA CALLED IT I knew this was coming but coming earlier Will post full earning call soon and more threads coming tomorrow. Much more bullish now than the weak Revenue print. https://t.co/yPvPD9JdNl"
X Link 2026-02-12T02:59Z 21.7K followers, [----] engagements
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