# ![@SanCompounding Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1000030068452876288.png) @SanCompounding Sandeep Anand

Sandeep Anand posts on X about ai, $baba, china, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1000030068452876288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:interactions.svg)

- [--] Week [------] +55%
- [--] Month [------] +79%
- [--] Months [---------] +430%
- [--] Year [---------] -1.50%

### Mentions: [--] [#](/creator/twitter::1000030068452876288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:posts_active.svg)

- [--] Month [--] -50%
- [--] Months [---] +41%
- [--] Year [---] +34%

### Followers: [-----] [#](/creator/twitter::1000030068452876288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:followers.svg)

- [--] Week [-----] +0.30%
- [--] Month [-----] +1.40%
- [--] Months [-----] +14%
- [--] Year [-----] +34%

### CreatorRank: [-------] [#](/creator/twitter::1000030068452876288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74.77% [finance](/list/finance)  47.66% [technology brands](/list/technology-brands)  43.93% [countries](/list/countries)  21.5% [automotive brands](/list/automotive-brands)  7.48% [cryptocurrencies](/list/cryptocurrencies)  #4257 [social networks](/list/social-networks)  6.54% [fashion brands](/list/fashion-brands)  4.67% [travel destinations](/list/travel-destinations)  1.87% [celebrities](/list/celebrities)  0.93%

**Social topic influence**
[ai](/topic/ai) 43.93%, [$baba](/topic/$baba) #37, [china](/topic/china) 15.89%, [stocks](/topic/stocks) 14.95%, [$crdo](/topic/$crdo) #3, [baba](/topic/baba) #1753, [strong](/topic/strong) 9.35%, [$alab](/topic/$alab) #60, [alibaba](/topic/alibaba) #210, [$koru](/topic/$koru) #5

**Top accounts mentioned or mentioned by**
[@skhynix](/creator/undefined) [@larrywabrams](/creator/undefined) [@nileshshah68](/creator/undefined) [@raamdeo](/creator/undefined) [@mrmotilaloswal](/creator/undefined) [@artofinvestmnt](/creator/undefined) [@jonahlupton](/creator/undefined) [@benitoz](/creator/undefined) [@mrderivatives](/creator/undefined) [@beatwallst](/creator/undefined) [@semianalysis](/creator/undefined) [@samsungdsglobal](/creator/undefined) [@kobeissiletter](/creator/undefined) [@anthropicai](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@samsungkorea](/creator/undefined) [@singularityres](/creator/undefined) [@michaeljburry](/creator/undefined) [@litcapital](/creator/undefined) [@beat_wallst](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Novo-Nordisk (NVO)](/topic/$nvo) [Tesla, Inc. (TSLA)](/topic/$tsla) [Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Born in [--] (19)](/topic/$19) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Cloudflare, Inc. (NET)](/topic/$net) [Stacks (STX)](/topic/$stx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Fortinet Inc (FTNT)](/topic/$ftnt) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Snowflake Inc. (SNOW)](/topic/$snow) [Figma, Inc. (FIG)](/topic/$fig) [4 (FOUR)](/topic/$four) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [Applied Digital Corp. (APLD)](/topic/$apld) [TeraWulf Inc. (WULF)](/topic/$wulf) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oracle Corporation (ORCL)](/topic/$orcl) [Salesforce Inc (CRM)](/topic/$crm) [Intuit Inc. (INTU)](/topic/$intu) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [AppLovin Corporation (APP)](/topic/$app) [Adobe, Inc. (ADBE)](/topic/$adbe) [Now Coin (NOW)](/topic/$now) [Autodesk Inc (ADSK)](/topic/$adsk) [Eli Lilly and Company (LLY)](/topic/$lly) [Coherent Inc (COHR)](/topic/$cohr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"2020 will be an unforgettable year for my investing career. Thankful and Happy to share the performance. Global portfolio up [---] times India portfolio up [--] times. 👍"  
[X Link](https://x.com/anyuser/status/1340018749160771585)  2020-12-18T19:39Z [----] followers, [--] engagements


"Am a global investor. US outperformed the decade. For those are invested in $SQ $TSLA $SNOW $ETSY and many more except core CLOUD STOCKS expect TIME correction for next 1-2 years . The best returns for next 2-3 years will be from Indian stocks not US stocks. @NileshShah68"  
[X Link](https://x.com/anyuser/status/1340185588671115264)  2020-12-19T06:41Z [----] followers, [--] engagements


"If I have become an investor over last decade is bcoz of a magazine I picked in a BLR store which had @Raamdeo talk abt Hero [---] bagger. But more than that Motilal wealth creation study is equivalent of Buffet letters in India. [--] years of sheer wisdom @MrMotilalOswal .Thanks sir"  
[X Link](https://x.com/anyuser/status/1344517304198062084)  2020-12-31T05:34Z [----] followers, [--] engagements


"@artofinvestmnt India 🙌"  
[X Link](https://x.com/anyuser/status/1600124497541357575)  2022-12-06T13:46Z [----] followers, [--] engagements


"Data is the lifeblood of every organization in the world of Artificial Intelligence. So what makes Alarum: NetNut as a Revolutionary AI Based Data Collector Read 👇 First What is Web Data Extraction To succeed in businesses companies needs to collect data scrape relevant data and then derive insights from the set. To extract data it is difficult to do manually. So you need Automated data extraction Tools that collects transparent accurate data and at scale -- most importantly Anonymously (masked) Total Addressable Market (TAM) of Data Collection: Global Market Size in 2022: $2.2 B Expected"  
[X Link](https://x.com/anyuser/status/1801887080005652762)  2024-06-15T07:58Z [----] followers, [----] engagements


"$BABA UP 33% since Bridgewater China exit Bookmark this. Bridgewater exit could mark the quarter Chinese stocks hit the bottom. $BABA $KWEB Bookmark this. Bridgewater exit could mark the quarter Chinese stocks hit the bottom. $BABA $KWEB"  
[X Link](https://x.com/anyuser/status/1968112199660167283)  2025-09-17T00:38Z [----] followers, [----] engagements


"Best [--] AI Driven QTD performers at end of Quarter 🚀 [--]. Astera Labs ( $ALAB): +37.40% High-speed connectivity leader benefiting from explosive demand in AI data centers with strong Q3 revenue growth projections [--]. Credo Technology ( $CRDO): +65.86% Provider of advanced connectivity solutions driven by over 85% expected revenue growth in AI-driven products like retimers and AECs [--]. Nebius ( $NBIS): +134.22% AI NEO-Cloud provider. Large deal with $MSFT [--]. Iris Energy ( $IREN): +275.34% DOUBLING AI data centers capitalizing on energy-efficient compute power amid surging AI investments. 5."  
[X Link](https://x.com/anyuser/status/1984313581710508385)  2025-10-31T17:36Z [----] followers, 15.3K engagements


"🚀6 Major Tailwinds for $BABA from here [--]. Fresh Hippo revenue in [----] increased by over 40% year-on-year [--]. Alibaba "Cloud Intelligence Group" is now the fastest-growing major division of Alibaba. Growth Rate: 34% year-over-year - accelerating significantly from previous single digits driven by AI [--]. AI Chip Valuation (T-Head): Listing as a separate company [--]. The "AI Revenue" Engine ( Qwen LLM): AI Revenue Growth: Triple-digit growth (100%+) for [--] consecutive quarters. The "Qwen" Effect: Alibaba's open-source LLM Qwen (Tongyi Qianwen) has become the de-facto standard for many Chinese"  
[X Link](https://x.com/SanCompounding/status/2015565997814518087)  2026-01-25T23:22Z [----] followers, [----] engagements


"You know Figma. Adobe wanted to buy Figma for $20 billion and now $FIG is available at $14 billion $FIG is so undervalued by Market for their 'rising monopoly' in AI Design world 👇 Your work tools are now interactive in Claude. Draft Slack messages visualize ideas as Figma diagrams or build and see Asana timelines. https://t.co/ROWwUOU5vA Your work tools are now interactive in Claude. Draft Slack messages visualize ideas as Figma diagrams or build and see Asana timelines. https://t.co/ROWwUOU5vA"  
[X Link](https://x.com/SanCompounding/status/2016178745111965977)  2026-01-27T15:57Z [----] followers, [----] engagements


"$FOUR has ✅Strong CAP (competitive advantages) - Restaurant Coverage: Shift4 is considered a top-2 player in the US restaurant market alongside Toast with a strong emphasis on full-service dining covering 1/3 of US table service restaurants. Hospitality & Enterprise: Beyond food service they power payments for 40% of US hotels and 75% of stadiums. ✅ International Expansion: Has grown its customer base through acquisitions and setting up partnerships Example In [----] Shift4 Payments acquired Global Blue Group Holding a Swiss payments company that provides tax-free shopping and currently has a"  
[X Link](https://x.com/SanCompounding/status/2017088575473336346)  2026-01-30T04:12Z [----] followers, [---] engagements


"🚨In [--] months - Well have data centers in space - Elon If you have a [--] year holding period these stocks will benefit immensely:: $TSLA SPACEX $RKLB $RDW $MDALF"  
[X Link](https://x.com/SanCompounding/status/2019197162165330263)  2026-02-04T23:51Z [----] followers, [---] engagements


"🚨Clawdbot just pulled over '85000 GitHub' Stars in [--] Week. At its peak Clawdbot wasnt just a chatbot anymore it was acting planning and executing work autonomously. Precisely why it scaled rapidly ⛔But the "viral AI agent" trend to a real security wake-up call. Why Cybersecurity is a winner of 'AI Adoption' and why these cybersecurity companies shouldnt be getting thrown out with the bath water in the 'SaaSpocalypse' carnage Clawdbot is an AI agent built on Anthropic's LLM called Claudecall it an AI worker that runs on Edge (on your devices) and execute jobs like booking airline tickets for"  
[X Link](https://x.com/SanCompounding/status/2019446821471330519)  2026-02-05T16:23Z [----] followers, [---] engagements


"Wow this is super bullish for Chinese LLMs $BABA QWEN and $BABA KIMI can cross-pollinate AI Parallel ai task processing for higher efficiency and lower Mrmiry requirements QWEN App is already leading across parameters Due to the Agent Swarm innovation Kimi K2.5 Agent feels so much better Instead of trying to increase the interactivity via more memory bandwidth the 10x cracked Chinese engineers take a different approach by dividing an task into any parallel subtasks such that they can https://t.co/YoTDebmTjz Due to the Agent Swarm innovation Kimi K2.5 Agent feels so much better Instead of"  
[X Link](https://x.com/SanCompounding/status/2019503010909508058)  2026-02-05T20:06Z [----] followers, [----] engagements


"Only [--] companies you need to invest in AI 👇 [--]. Pro-Copper $CRDO [--]. Anti-Copper $LITE There is no better hedge to each other but both have strong demands 🚀 📉🔻COPPER SHORTAGES THAT IS STOPPING AI SCALING. WHAT CAN OVERCOM THIS Answer can be found in a recent news that went unnoticed mostly. Read 👇 "NVIDIA is transitioning NVLink from traditional copper cables to co-packaged optics (CPO) to overcome distance limitations and https://t.co/w2o3f2MJv5 📉🔻COPPER SHORTAGES THAT IS STOPPING AI SCALING. WHAT CAN OVERCOM THIS Answer can be found in a recent news that went unnoticed mostly. Read 👇"  
[X Link](https://x.com/SanCompounding/status/2019544857883402256)  2026-02-05T22:53Z [----] followers, [---] engagements


"I see a big buying opportunity in SAAS tech names that have been beaten down because of SaaSpoCalypse Not all stocks are impacted by AI. Infact here are [--] such companies that will benefit from AI [--]. $FIG : Anthropic considers Figma as an important Design tool for AI and is interactive within Claude to automate design - code [--]. $CRWD $PANW: Cuber security threats has been reported where AI Agents compromised user credentials . Agentic AI cannot go mainstream with out cybersecurity [--]. $NET : Edge AI is the ultimate goal of all Capex. Agentic AI requires Cloudflare checks and access to scale"  
[X Link](https://x.com/SanCompounding/status/2019860403032060052)  2026-02-06T19:47Z [----] followers, [---] engagements


"🚨Optics (CPO) will be the Next Inevitable Technology leap Yes if we are talking about data centers in space A Chinese geostationary( Peking university) successfully transmitted data at a speed of [--] gigabit per second (Gbps) using a low-power 2-watt laser beam. This is 5X (times) faster than the average download speeds provided by SpaceXs Starlink. 🔬Called Adaptive optics technology that leverages laser (comparable in power to a small LED bulb or nightlight) Chinese satellite managed to send data over [-----] km above Earth a vast distance while overcoming atmospheric interference 📡Starlink"  
[X Link](https://x.com/SanCompounding/status/2020683415243358376)  2026-02-09T02:17Z [----] followers, [---] engagements


"@JonahLupton $CRDO Still dam cheap being the leader in AI Interconnects"  
[X Link](https://x.com/SanCompounding/status/2020984084777009250)  2026-02-09T22:12Z [----] followers, [---] engagements


"$CRDO is entering HBM space 🚀 🚨Credo Technologies just unveiled Industrys First Memory Fanout Gearbox for Scalable High-Bandwidth AI Inference High Bandwidth Memory (HBM) suffers from very high cost limited availability and density issues. Off-chip HBM refers to the physical separation between the 🚨Credo Technologies just unveiled Industrys First Memory Fanout Gearbox for Scalable High-Bandwidth AI Inference High Bandwidth Memory (HBM) suffers from very high cost limited availability and density issues. Off-chip HBM refers to the physical separation between the"  
[X Link](https://x.com/SanCompounding/status/2020985334012772804)  2026-02-09T22:17Z [----] followers, [---] engagements


"@benitoz Copper or Optics - $CRDO is the AI Interconnect"  
[X Link](https://x.com/SanCompounding/status/2021197878472081805)  2026-02-10T12:21Z [----] followers, [---] engagements


"ITS NOT EITHER COPPER OR OPTICS. IRS BOTH $CRDO 📈"  
[X Link](https://x.com/SanCompounding/status/2021220501973008543)  2026-02-10T13:51Z [----] followers, [---] engagements


"🚀 Top S&P [---] Stock Rockets of Jan [--] 📈 Which sectors crushing it Memory stocks are on fire$SNDK up a whopping 142.8% Lets break it down by industry. Whats your bet for the year Mine is AI Interconnects and Optics ( $CRDO $LITE) and Memory names below 👇 Memory 🔥 $SNDK: 142.8% $STX: 48.0% $MU: 45.4% $WDC: 45.3% Healthcare 💉 $MRNA: 49.4% (mRNA magic continues) Value in Semiconductor $LRCX: 36.4% $INTC: 25.9% $AMAT: 25.4% $TER: 24.5% $TXN: 24.2% $MPWR: 24.0% Defense 🛡 $LMT: 31.1% $HII: 23.7% Staples 🌾 $BG: 27.8% Energy ⚡ $SLB: 26.1% https://twitter.com/i/web/status/2021262799637291201"  
[X Link](https://x.com/SanCompounding/status/2021262799637291201)  2026-02-10T16:39Z [----] followers, [---] engagements


"🚨 $BABA IS THE LEADER IN AGENTIC COMMERCE AIpowered shopping is on the rise 🛍 During its Chinese New Year campaign Qwen App has spurred a behavioral shift toward AIpowered shopping 🧧 Alibaba has the end-to-end AI Ecosystem ✅One billion MAUs retail base (Taobao/Tmall/Freshippo) ✅Qwen AI App ✅Qwen LLMs for Agentic commerce ✅Alipay leveraging AI for Agent based payments and settlement https://twitter.com/i/web/status/2022334426470920351 https://twitter.com/i/web/status/2022334426470920351"  
[X Link](https://x.com/SanCompounding/status/2022334426470920351)  2026-02-13T15:37Z [----] followers, [---] engagements


"Fastest Growing AI Companies for [----] 🚀 ☁ AI Neocloud & Infrastructure: $NBIS Nebius - 440% $CRWV CoreWeave - 134.1% $WULF TeraWulf - 123.2% $IREN IREN - 122.3% $HUT Hut [--] - 116.8% $CORZ Core Scientific - 113.6% $APLD Applied Digital - 71.3% $CIFR Cipher Mining - 57.0% 🔗 AI Connectivity (The "Plumbing") $CRDO Credo Tech - 173.0% (Analyst Proj.) $AAOI Applied Optoelectronics - 64.5% $ALAB Astera Labs - 59.0% (Rev upgraded) 📐AI Chips & Hardware $NVDA NVIDIA - 53.7% $AMD AMD - 28.5% $TSM TSMC - 24.1% $AVGO Broadcom - 16.4% (AI Rev 100%) $ASML ASML - 12.2% 🛡 AI Security (Cyber) $S SentinelOne"  
[X Link](https://x.com/SanCompounding/status/2008341960881471585)  2026-01-06T00:56Z [----] followers, [---] engagements


"Healthcare and Biotech are breaking out 📈 These were [----] Multibaggers 2X 🎯Do deep diligence👇 [--]. Micro Caps: Regencell Bioscience ( $RGC) 19892% Abivax ( $ABVX) 1799% Resolute Holdings ( $RHLD) 600% Terns Pharmaceuticals ( $TERN) 629% Celcuity ( $CELC) 661% Nanobiotix ( $NBTX) 705% Cidara Therapeutics ( $CDTX) 721% Hims & Hers Health ( $HIMS) 150% Travere Therapeutics ( $TVTX): +101% ProKidney ( $PROK): +600% AnaptysBio ( $ANAB): +227% Hydreight Technologies $HYDTF: +120% [--]. Small caps: Axsome Therapeutics ( $AXSM): +109% Ionis Pharmaceuticals ( $IONS): +128% Arrowhead Pharmaceutical("  
[X Link](https://x.com/SanCompounding/status/2009799621602574645)  2026-01-10T01:29Z [----] followers, [----] engagements


"🚨Breaking: Hyperscalers like $AMZN buying Copper output for Datacenters will be huge win for Copper miners Top [--] Copper ETFs: $COPX Global X Copper Miners ETF: The largest and most liquid ETF focusing on global copper mining companies. $CPER United States Copper Index Fund: Tracks copper futures offering direct exposure to the metal's price movements rather than mining equity. $COPJ Sprott Junior Copper Miners ETF: Targets smaller junior exploration and development mining companies. $ICOP iShares Copper and Metals Mining ETF: Tracks a broad index of global copper and metal mining companies."  
[X Link](https://x.com/SanCompounding/status/2018081468581560761)  2026-02-01T21:58Z [----] followers, [----] engagements


"🚨"SaaSpocalypse - TECH IS DOWN GLOBALLY IShares Tech SAAS ETF $IGV TOP STOCKS 🔻 FROM [--] wk HIGH $MSFT -24.95% $PLTR -33.79% $CRM -43.33% $ORCL -57.86% $INTU -45.23% $APP -38.04% $ADBE -41.61% $NOW -48.45% $PANW -26.20% $CRWD -25.60% $SNPS -36.25% $CDNS -28.33% $ADSK -25.75% $FTNT -29.27% $ROP -39.43% $WDAY -43.18% https://twitter.com/i/web/status/2019137357581283653 https://twitter.com/i/web/status/2019137357581283653"  
[X Link](https://x.com/SanCompounding/status/2019137357581283653)  2026-02-04T19:53Z [----] followers, [---] engagements


"$GDMN GOLD BULLS HOLDING FIRM For those looking to invest in gold this ETF looks interesting"  
[X Link](https://x.com/SanCompounding/status/2019407530867454144)  2026-02-05T13:47Z [----] followers, [---] engagements


"Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only difference is growth - but no one is projecting Share buyback that can increase price exponentially after 50% threshold (of outstanding shares) https://twitter.com/i/web/status/2021315640200692093 https://twitter.com/i/web/status/2021315640200692093"  
[X Link](https://x.com/SanCompounding/status/2021315640200692093)  2026-02-10T20:09Z [----] followers, [---] engagements


"🚨 NVIDIA's PhysicsNeMo Unleashed: AI Platform Supercharges Engineers 500x Faster in Aerospace & Automotive Design AI physics is the next big wave from $NVDA and Korean SK Hynix have partnered to accelerate 📊 $KORU 🦾 @SKhynix and NVIDIA are accelerating semiconductor development with AI physics. By leveraging the NVIDIA PhysicsNeMo framework SK hynix engineers have fast-tracked the development of proprietary AI models that can unlock tools for significant innovation in device design and https://t.co/fvxPehdD9n 🦾 @SKhynix and NVIDIA are accelerating semiconductor development with AI"  
[X Link](https://x.com/SanCompounding/status/2021324061469491363)  2026-02-10T20:43Z [----] followers, [---] engagements


"Infact Stripe valuation now exceeds $140 billion ie 4X of $PYPL Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only https://t.co/ggoCSO9F5t Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less"  
[X Link](https://x.com/SanCompounding/status/2021335357544190359)  2026-02-10T21:27Z [----] followers, [---] engagements


"Stripe: [----] Revenue $19 billion Pvt market cap: $140 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe now valued 5X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only difference is growth - but no one is projecting Share buyback that can increase price exponentially after 50% threshold (of outstanding shares) And PayPals stablecoin income growth https://twitter.com/i/web/status/2021673309776359626 https://twitter.com/i/web/status/2021673309776359626"  
[X Link](https://x.com/SanCompounding/status/2021673309776359626)  2026-02-11T19:50Z [----] followers, [---] engagements


"@Mr_Derivatives $LITE $KORU - clearly Optics Memory"  
[X Link](https://x.com/SanCompounding/status/2022077884463202637)  2026-02-12T22:38Z [----] followers, [--] engagements


"@beat_wallst He did the work but results will take time. like agentic commerce Stablecoins Venmo cards etc"  
[X Link](https://x.com/SanCompounding/status/2022397636603764915)  2026-02-13T19:49Z [----] followers, [--] engagements


"🚀Doctor Copper is experiencing a significant breakout -- Driven by record-high copper prices due to tight supply and surging demand from AI EVs and infrastructure (Data centers) Top copper stocks for [----] include: Freeport-McMoRan ( $FCX) BHP Group ( $BHP) Rio Tinto ( $RIO) Southern Copper ( $SCCO) Teck Resources ( $TECK) Growth plays like Ero Copper ( $ERO) and Ivanhoe Mines ( $IVN) I like Index ETFs like Global X Copper Miners ETF ( $COPX) https://twitter.com/i/web/status/2012936494890004775 https://twitter.com/i/web/status/2012936494890004775"  
[X Link](https://x.com/SanCompounding/status/2012936494890004775)  2026-01-18T17:13Z [----] followers, [---] engagements


"$NVO $LLY $HIMS Key Highlights from the Novo Nordisk CEO Mike Doustdar Interview [--]. Pricing Pressures and Market Expansion Strategy: To increase affordability and expand the market Novo is reducing prices on GLP-1 drugs. In the US (which accounts for 55% of Novos business) prices are dropping from high levels. This creates short-term headwinds but Doustdar is confident volumes will compensate with growth expected in [----] as the company treats more patients than ever before. [--]. Patient Reach and Market Potential: Globally nearly [--] billion people are affected by diabetes obesity and overweight."  
[X Link](https://x.com/SanCompounding/status/2019219363627196856)  2026-02-05T01:19Z [----] followers, [---] engagements


"$CRDO Credo Provides Preliminary Third Quarter Earnings update - [----] revenue in the range of $404 million to $408 million above the high-end of Credos previously announced third quarter guidance range of $335 million and $345 million. Super bullish on AI ECOSYSTEM 👇 🚨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): https://t.co/Hvp128ljjP 🚨20 AI COMPANIES IN MY BUY LIST:"  
[X Link](https://x.com/SanCompounding/status/2020971134788030876)  2026-02-09T21:20Z [----] followers, [---] engagements


"Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only difference is growth - but no one is projecting Share buyback that can increase price exponentially after 50% threshold (of outstanding shares) https://twitter.com/i/web/status/2021315742981877917 https://twitter.com/i/web/status/2021315742981877917"  
[X Link](https://x.com/SanCompounding/status/2021315742981877917)  2026-02-10T20:10Z [----] followers, [----] engagements


"🚨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): 64.1x Credo ( $CRDO ) -15% YTD PE(2026): 43.7x Lumentum ( $LITE ) 18% YTD PE(2026): 74.0x Layer [--]. AI Chips and Fabs: Nvidia ( $NVDA ) 1% YTD PE(2026): 40.2x Alibaba ( $BABA ) 15% YTD PE(2026): 11x TSMC ( $TSM ) 11% YTD PE(2026): 23.6x Baidu ( $BIDU ) 15% YTD PE(2026): 4.6x Layer [--]. Cybersecurity and Edge AI: Cloudflare ("  
[X Link](https://x.com/SanCompounding/status/2018352766284927343)  2026-02-02T15:56Z [----] followers, [----] engagements


"Another bold call by @SemiAnalysis_ Korea is trading at a premium but still at 50% levels of US AI stocks $KORU #SKHYNIX @SamsungDSGlobal SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split"  
[X Link](https://x.com/SanCompounding/status/2019790176977895631)  2026-02-06T15:07Z [----] followers, [---] engagements


"🚨 US LARGE-TECH TO DO $650 BILLION CAPEX IN [----] It could double to$1 Trillion by. [----]. Who will benefit from these AI investments Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): 64.1x Credo ( $CRDO ) -15% YTD PE(2026): 43.7x Lumentum ( $LITE ) 18% YTD PE(2026): 74.0x Layer [--]. AI Chips and Fabs: Nvidia ( $NVDA ) 1% YTD PE(2026): 40.2x Alibaba ( $BABA ) 15% YTD PE(2026): 11x TSMC ( $TSM ) 11% YTD"  
[X Link](https://x.com/SanCompounding/status/2019868452219961835)  2026-02-06T20:19Z [----] followers, [----] engagements


"🚀Optics stocks are clearly the next AI stocks to run after memory driving the next leg of AI bull market $LITE +5% $COHR +6.5% $CIEN +7% $GLW +7.5% $AVGO +3.3% my bull thesis on Photonics below 👇 🚨Optics (CPO) will be the Next Inevitable Technology leap Yes if we are talking about data centers in space A Chinese geostationary( Peking university) successfully transmitted data at a speed of [--] gigabit per second (Gbps) using a low-power 2-watt laser beam. This is https://t.co/M9DnNiXaC1 🚨Optics (CPO) will be the Next Inevitable Technology leap Yes if we are talking about data centers in"  
[X Link](https://x.com/SanCompounding/status/2021057751821279353)  2026-02-10T03:04Z [----] followers, [---] engagements


"$BIDU Baidu AI Cloud ranks first with a 35% market share in China's embodied intelligence AI market. Baidus AI and Autonomous EV market is so underpriced by the market $BABA $KWEB"  
[X Link](https://x.com/SanCompounding/status/2022029882264625521)  2026-02-12T19:27Z [----] followers, [---] engagements


"@KobeissiLetter And $BABA is just down 1% Just shows the demand 📈"  
[X Link](https://x.com/SanCompounding/status/2022330173874635258)  2026-02-13T15:21Z [----] followers, [---] engagements


"🚨 Its official. Alibaba pulled back from the list $BABA Bullish from here 🚀"  
[X Link](https://x.com/SanCompounding/status/2022390109132460310)  2026-02-13T19:19Z [----] followers, [---] engagements


"🎯Look for strength in this market correction theyll lead the next leg of bull market 📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: $AMKR AI interconnects: $CRDO https://twitter.com/i/web/status/2022554863385632855 https://twitter.com/i/web/status/2022554863385632855"  
[X Link](https://x.com/SanCompounding/status/2022554863385632855)  2026-02-14T06:13Z [----] followers, [----] engagements


"🚀Higgsfield AI is officially the fastest-growin AI company in history doubling ARR from $100M to $200M in just [--] Months. Thats crazy growth even faster than Lovable and Cursor 🤯 Founded by Alex Mashrabov Higgsfield raised a $130M Series A at a $1.3B valuation. 🎥 Higgsfield is a Generative AI Video start up gives marketing teams everything they need in one place. Creators can brainstorm storyboard animate edit and publish videos with full control over camera movements like dolly zooms or overhead pans. Higgsfield signed up over [--] million users and now produces around [---] million videos"  
[X Link](https://x.com/SanCompounding/status/2013798440224924110)  2026-01-21T02:18Z [----] followers, [---] engagements


"$KORU TOUCHED $300 Up 4X since this tweet Still holding SK Hynix and Samsung holds 62% of HBM Markets and we are in a Memory super cycle. ( $SNDK $MU as well 🚀) Not jus memory and AI Korea also benefitting from strong defence manufacturing orders from EU 👇 China should take a leaf from S.Korea how they rebounded through market friendly approach . $KWEB $BABA I have benefited from KOSPI and $KORU s meteoric rise 🚀 Many investors doesnt know this - Samsung Kakao digital bank SK Hynix and Hyundai form 30% of S. Korean KOSPI https://t.co/O6a57PFbla China should take a leaf from S.Korea how"  
[X Link](https://x.com/SanCompounding/status/2014064602326126862)  2026-01-21T19:56Z [----] followers, [---] engagements


"🚨 $BABA PREDICTION HAS COME TRUE Repeating my valuation tweet of Alibaba AI Chip business and Cloud segments: Alibaba "Cloud Intelligence Group" is now the fastest-growing major division of Alibaba. The market is beginning to re-rate $BABA based on AI-Factor: [--]. Alibaba Cloud Valuation: $70 Billion $105 BillionBased on AWS and Azure peer valuations if Alibaba Cloud were a standalone public company today its valuation would likely be Current Revenue Run Rate: $22.4 Billion USD annually (based on recent quartera $5.6Billion/quarter) Growth Rate: 34% year-over-year - accelerating significantly"  
[X Link](https://x.com/SanCompounding/status/2014388318176477298)  2026-01-22T17:22Z [----] followers, [---] engagements


"Samsung SK Hynix has strong pricing power and doesnt trade at premium still. Lower than historical averages . these stocks were so cheap before memory cycle started"  
[X Link](https://x.com/SanCompounding/status/2014423050888860039)  2026-01-22T19:40Z [----] followers, [---] engagements


"@SixSigmaCapital $NET and $RBRK"  
[X Link](https://x.com/SanCompounding/status/2014428394528612487)  2026-01-22T20:02Z [----] followers, [---] engagements


"If AGI needs to handle unstructured real-world data like Optimus (vision touch audio) it could require atleast [--] PB (petabytes) for storage To reach human-level like adapting to new tasks without retraining Optimus might need [---] GB-1 TB of onboard storage for models and data ++ [---] GB RAM for inference. ( based on Teslas FSD hardware which processes high-bandwidth sensor data in real time) 📶Memory super cycle is just starting - $MU $SNDK $KORU (SK Hynix Samsung) CATHIE WOOD CALLS OPTIMUS HUMAN-LEVEL BY [----] ON 1GW COMPUTE SURGE ARK Invest's [----] robotics deep dive just laid out a bold"  
[X Link](https://x.com/SanCompounding/status/2014533872596234734)  2026-01-23T03:01Z [----] followers, [---] engagements


"🚨Breaking: GLP-1 DEMAND EXPLODES $NVO Prescriptions for the oral Wegovy tablet for obesity jumped from [----] to [-----] 🚀Thats a 5x jump in demand in [--] week I think LifeMD will benefit a lot from their business model pivot to GLP-1-related segments with related revenues growing 70% YoY to $65 million $LFMD generates revenue from its GLP-1 offerings through its weight management programs ⛔Provides access to branded GLP-1 medications like Wegovy (semaglutide) Ozempic (semaglutide) and Zepbound (tirzepatide) The program operates on a subscription model charging patients a monthly fee starting at"  
[X Link](https://x.com/SanCompounding/status/2014819233629172022)  2026-01-23T21:55Z [----] followers, [---] engagements


"🚨Breaking: Memory chips are entering the longest boom cycle in history JP Morgan Memory Report projects a multi-year growth cycle for the global memory market leading manufacturers' market capitalization will grow 50% next [--] years to touch $1 trillion US dollars in [----] and surge to [---] trillion by [----] 📶Estimates total addressable market (TAM) reaching nearly $300 billion by [----] propelled by AI and data center demand 🗓Memory Cycle Outlook: Multi-year upcycle: TAM $300B by [----] NAND ASP +7% in [----]. HBM to $90B (43% of DRAM); tight supply rising capex 7-12%. Positive on SK Hynix Samsung"  
[X Link](https://x.com/SanCompounding/status/2015437656734257570)  2026-01-25T14:52Z [----] followers, [---] engagements


"@SingularityRes 😀 true but may be still away from that peak"  
[X Link](https://x.com/SanCompounding/status/2015452218032341149)  2026-01-25T15:50Z [----] followers, [---] engagements


"🚨Clawdbot is everywhere going hyper-viral Clawdbot is an AI agent built on Anthropic's LLM called Claudecall it an AI worker that runs on Edge (on your phone or pc ) and execute jobs for you. Why is Cloudflare key here Cloudflare is rightly placed as the leader in EDGE AI today with zero competition Which means Cloudflare has developed something called workers ai is an edge AI inference platform that deploys over [--] AI models (including popular ones like Llama Mistral and Stable Diffusion) across more than [---] cities worldwide. This setup brings AI computation closer to users reducing"  
[X Link](https://x.com/SanCompounding/status/2015899813770846704)  2026-01-26T21:29Z [----] followers, [---] engagements


"cryptocurrency trading analytics & education platformNewsCrypto is the first platform to offer direct cryptocurrency purchases using Google Pay. Customers using the platform can now buy the NewsCrypto Coin (NWC) using Google Pay #crypto #cryptocurrencies https://www.benzinga.com/amp/content/17160547 https://www.benzinga.com/amp/content/17160547"  
[X Link](https://x.com/SanCompounding/status/1450297352212844544)  2021-10-19T03:06Z [----] followers, [--] engagements


"Online retail sales increasing 8.6% is extremely bullish for $BABA as China is headed to New Year Within yesterday's China Q4/2025 economic data dump [----] online retail sales increased +8.6% YoY according to the National Bureau of Statistics. https://t.co/XdksPnSAS4 Within yesterday's China Q4/2025 economic data dump [----] online retail sales increased +8.6% YoY according to the National Bureau of Statistics. https://t.co/XdksPnSAS4"  
[X Link](https://x.com/SanCompounding/status/2013685106704093240)  2026-01-20T18:48Z [----] followers, [---] engagements


"Chinas $BABA backed Moonshot AI releases a new open-source model Kimi K2.5 and a coding agent Anthropic announced Claude Code had reached $1 billion in annualized recurring revenue (ARR). Moonshot AI is valued at approximately $4.8 billion and could touch $10 billion after the Kimi k2.5 release 👇 https://twitter.com/i/web/status/2016179549654995064 https://twitter.com/i/web/status/2016179549654995064"  
[X Link](https://x.com/SanCompounding/status/2016179549654995064)  2026-01-27T16:00Z [----] followers, [---] engagements


"$SNDK touched $500 $KORU on its way to $400 Memory super cycle getting stretched. but yes still in $MU SK Hynix Samsung 📈 $KORU TOUCHED $300 Up 4X since this tweet Still holding SK Hynix and Samsung holds 62% of HBM Markets and we are in a Memory super cycle. ( $SNDK $MU as well 🚀) Not jus memory and AI Korea also benefitting from strong defence manufacturing orders from EU 👇 $KORU TOUCHED $300 Up 4X since this tweet Still holding SK Hynix and Samsung holds 62% of HBM Markets and we are in a Memory super cycle. ( $SNDK $MU as well 🚀) Not jus memory and AI Korea also benefitting from"  
[X Link](https://x.com/SanCompounding/status/2016359041056796804)  2026-01-28T03:53Z [----] followers, [---] engagements


"$SNDK Super Bullish due to Memory Super cycle Datacenter: Revenue hit $440 million up 64% from last quarter. Driven by aggressive enterprise SSD deployments for AI infrastructure. Average Selling Prices (ASP)/ gigabyte rose in the mid-30% range Sandisk has pivoted toward a high-margin supply-disciplined model for growth ahead due to AI demand The "HBF" Partnership (High Bandwidth Flash): --The partnership is designed to tackle the "memory wall" in AI. --SK Hynix currently dominates the DRAM-based High Bandwidth Memory (HBM) market (used in GPUs) --SanDisk is partnering with them to create a"  
[X Link](https://x.com/SanCompounding/status/2017014296413155453)  2026-01-29T23:17Z [----] followers, [---] engagements


"🎯There could be a couple of [---] baggers and couple of 10X stocks in this list of [--] Indian new-age listed Tech companies 👇 📊Look at Valuation + Runway (TAM) + Edge( market advantage) 📈Heres a Quick review of business summary revenue growth and margin data for the Top [--] market/ emerging leaders in #Nifty50 👇 [--]. Eternal (Zomato)- India's leading food delivery aggregator and quick-commerce platform (Blinkit) connecting customers with restaurants and grocery stores. Revenue surged 3X in Q3 FY26 (driven by Blinkit) Contribution margin is 5% [--]. Groww- Investment platform offering broking"  
[X Link](https://x.com/SanCompounding/status/2017034286411420077)  2026-01-30T00:37Z [----] followers, [---] engagements


"@michaeljburry Wait for this reverse merger and price will further shoot up. But I agree its overvalued now"  
[X Link](https://x.com/SanCompounding/status/2017042620946489588)  2026-01-30T01:10Z [----] followers, [---] engagements


"🚀Qwen has recorded more than 700M cumulative model downloads on HuggingFace and reached over 30M monthly active users 📊Adoption velocity Qwen holds the #1 global ranking among all open source model families Qwen recorded a 149% month-over-month growth rate in December [----] In [----] Qwens single-month downloads in December [----] exceeded the combined total of the next [--] most popular AI model families (including Metas Llama DeepSeek OpenAI Mistral Nvidia Zhipu Moonshot and MiniMax) 📈 $BABA QWEN global enterprise adoption is surging (90000+ as of Jan 2026) @litcapital AHEM"  
[X Link](https://x.com/SanCompounding/status/2017620846114750715)  2026-01-31T15:27Z [----] followers, [---] engagements


"Jensen Huang calling it Memory Super Cycle 🗓Memory Cycle Outlook: Multi-year upcycle: TAM $300B by [----] NAND ASP +7% in [----]. HBM to $90B (43% of DRAM); tight supply rising capex 7-12%. Positive on SK Hynix Samsung Micron Sandisk Kioxia due to AI demand. $SNDK $MU $KORU https://twitter.com/i/web/status/2017773492255531190 https://twitter.com/i/web/status/2017773492255531190"  
[X Link](https://x.com/SanCompounding/status/2017773492255531190)  2026-02-01T01:34Z [----] followers, [---] engagements


"$PRNDY $RI.PA 🥇Pernod Ricard is on a mission to overtake Diageo as the world's top spirits maker ✅And targeting Growth Markets China and India to achieve that 👇 India: ☘Irish whiskey Jameson business grew 4X in last [--] years in India. Jameson brand has been part of the Pernod Group since [----]. 🥃According to the IWSR report Jameson is in the world's top [--] spirits. Between [----] and [----] Irish whisky sales increased 10X with about 80% growth in [----] India is currently the third largest market for Jameson following United States and South Africa. Pernod Ricard added a new locally made whisky"  
[X Link](https://x.com/SanCompounding/status/1761012910736712038)  2024-02-23T12:59Z [----] followers, [---] engagements


"$DAVE Dave Inc at an Inflection point. Reaches Significant Quarterly Profitability Milestone Return ratios on Capital improved drastically. Why Dave has a business model to increase variable margins and generate operating leverage that displays the benefits of their investments AI led technology platform. Reversing credit rates will aid further to growth and margins for this Fintech https://twitter.com/i/web/status/1817970853256290452 https://twitter.com/i/web/status/1817970853256290452"  
[X Link](https://x.com/SanCompounding/status/1817970853256290452)  2024-07-29T17:10Z [----] followers, [----] engagements


"$ADYEY AI in Fintech Adyen Uplift 🚀 Adyen uplift harnessing AI powered by trillions of dollars worth of global data to - Optimize the full payment funnel to drive conversions - Automate fraud control and reduce false positives - Cut operational overhead and payments cost Adyens pilot customers have already seen a conversion rate increase of up to 6% while keeping fraud under control. https://twitter.com/i/web/status/1877472218411888900 https://twitter.com/i/web/status/1877472218411888900"  
[X Link](https://x.com/SanCompounding/status/1877472218411888900)  2025-01-09T21:47Z [----] followers, [---] engagements


"2 Kuaishou Technology ( $KSHTY) 💰Market Cap: $35.94 B 📊 P/E: [----] P/S: [---] 📈 Sales Growth (3Y CAGR): 18.40% 💹 Profit Growth (3Y CAGR): -51.80% ✅ Why Leading Social Video Platform in China. Kuaishou Kling AI Integrated DeepSeek recently Lowering the Entry Barrier for AI-Powered Creative Content https://twitter.com/i/web/status/1901703531071238519 https://twitter.com/i/web/status/1901703531071238519"  
[X Link](https://x.com/SanCompounding/status/1901703531071238519)  2025-03-17T18:33Z [----] followers, [---] engagements


"This went unnoticed . AI IN PAYMENTS is a big leap ANT Financials $BABA $LKNCY Luckin Coffee is growing rapidly in US too Alipay launched China's first AI payment tool in collaboration with Luckin Coffee at the #INCLUSIONConf in Shanghai today the Chinese fintech firm said. The feature allows users to place orders and make payments by talking to the AI assistant on the coffee chain's app or its https://t.co/ANkVIW2sal Alipay launched China's first AI payment tool in collaboration with Luckin Coffee at the #INCLUSIONConf in Shanghai today the Chinese fintech firm said. The feature allows users"  
[X Link](https://x.com/SanCompounding/status/1966140452937367908)  2025-09-11T14:03Z [----] followers, [---] engagements


"Morgan Stanley recently raised its price target for Alibaba Group's ( $BABA) ADR by 21% to $200. Key factors influencing the upgrade: Strong cloud growth: The decision is driven by Alibaba's enhanced growth forecast which is supported by increased capital expenditures model upgrades and accelerated international expansion. Morgan Stanley analysts project cloud growth of 32% for fiscal year [----] and 40% for fiscal year [----]. AI spending and partnerships: Morgan Stanley cited Alibaba's new partnership with $NVDA and its commitment to increasing AI spending as reasons for their "incrementally"  
[X Link](https://x.com/SanCompounding/status/1972667684119593049)  2025-09-29T14:20Z [----] followers, [---] engagements


"No matter how wonderful a business is its not worth an infinite price. We have to have a price that makes sense and gives a margin of safety considering the normal vicissitudes of life. Charlie Munger $SNOW IPOd [--] Years back. ZERO returns over [--] Years though FCF went up 10X 📶 (exclude todays 5% upside) https://twitter.com/i/web/status/1976312922243473711 https://twitter.com/i/web/status/1976312922243473711"  
[X Link](https://x.com/SanCompounding/status/1976312922243473711)  2025-10-09T15:44Z [----] followers, [---] engagements


"NSCALE getting deals now. Neocloud space is getting commoditized that can put pressure on margins $CRWV $NBUS $IREN NSCALE and Lambda labs AI NEOCLOUDS ARE SMID CAPS TAT CAN HAVE SIGNIFICANT UPSIDE $CRWV $NBIS $IREN NSCALE There are [--] hidden SMIDS that will benefit from this Trillion AI Infra buildout $ALAB $CRDO https://t.co/kFU2R27Kde AI NEOCLOUDS ARE SMID CAPS TAT CAN HAVE SIGNIFICANT UPSIDE $CRWV $NBIS $IREN NSCALE There are [--] hidden SMIDS that will benefit from this Trillion AI Infra buildout $ALAB $CRDO https://t.co/kFU2R27Kde"  
[X Link](https://x.com/SanCompounding/status/1978237104392950044)  2025-10-14T23:10Z [----] followers, [----] engagements


"Its very obvious the US Underperformance except AI is going to accentuate in [----] Vanguard's top [--] performing ETFs so far in [----] +30.9%🟢: $VGK FTSE Europe ETF +30.3%🟢: $VEA FTSE Developed Markets ETF +29.9%🟢: $VYMI International High Dividend Yield ETF +29.8%🟢: $VPL FTSE Pacific ETF +29.1%🟢: $VXUS Total International Stock ETF +29.1%🟢: $VEU FTSE All-World ex-US ETF +27.9%🟢: $VSGX ESG International Stock ETF +27%🟢: $VSS FTSE All-World ex-US Small-Cap ETF +26.4%🟢: $VWO FTSE Emerging Markets ETF +24.9%🟢: $VGT Information Technology ETF Here are Vanguard's top [--] performing ETFs so"  
[X Link](https://x.com/SanCompounding/status/1982413327440503188)  2025-10-26T11:45Z [----] followers, [----] engagements


"Top [--] Performing US AI Stocks YTD (as of Oct 2025): 532.8%🟢: $IREN Iris Energy 502.8%🟢: $TGEN Tecogen Inc 335.6%🟢: $NBIS Nebius Group 319.4% 🟢: $APLD Applied Digital 280.5%🟢: $ALAB Astera labs 231.4% 🟢: $CRWV CoreWeave 216.2% 🟢: $CLS Celestica 170.6% 🟢: $STX Seagate Technology 139.2% 🟢: $PLTR Palantir Technologies 123.5% 🟢: $CRDO Credo Technology 109.9% 🟢: $WYFI WhiteFiber https://twitter.com/i/web/status/1982619623829774482 https://twitter.com/i/web/status/1982619623829774482"  
[X Link](https://x.com/SanCompounding/status/1982619623829774482)  2025-10-27T01:25Z [----] followers, [----] engagements


"US CHINA TRADE DEAL REACHED China Terrific [--] will be biggest beneficiaries 🚀 🟢: $BABA 🟢: $VNET 🟢: $XPEV 🟢: $NTES 🟢: $NIO 🟢: $TCEHY 🟢: $GDS 🟢: $BIDU 🟢: $PDD 🟢: $VIPS"  
[X Link](https://x.com/SanCompounding/status/1984836919469998414)  2025-11-02T04:16Z [----] followers, [---] engagements


"Well said. These are highly carry-sensitive (cost of debt) companies where gearing ratio can hurt if gone wrong $CRWV - Gearing ratio [----] ( Highest) - But Nvidia stake is a relief $NBIS - Gearing ratio [----] (lowest leverage) $CIFR - Gearing ratio of [----] - but healthy liquidity (current ratio 2.49) $WULF - Gearing ratio of [----] - but quick ratio [----] signals alert ⚠ $IREN - Gearing ratio of [----] but has $427M cash https://twitter.com/i/web/status/1994103359985381803 https://twitter.com/i/web/status/1994103359985381803"  
[X Link](https://x.com/SanCompounding/status/1994103359985381803)  2025-11-27T17:57Z [----] followers, [----] engagements


"Neoclouds are highly carry-sensitive (cost of debt) companies where gearing ratio can hurt if gone wrong Neoclouds as a group exhibit high gearing with aggregate 'debt' exceeding $32 billion across major [--] players $CRWV - Gearing ratio [----] ( Highest) - But Nvidia stake is a relief $NBIS - Gearing ratio [----] (lowest leverage) $CIFR - Gearing ratio of [----] - but healthy liquidity (current ratio 2.49) $WULF - Gearing ratio of [----] - but quick ratio [----] signals alert ⚠ $IREN - Gearing ratio of [----] but has $427M cash on books https://twitter.com/i/web/status/1994104894949888360"  
[X Link](https://x.com/SanCompounding/status/1994104894949888360)  2025-11-27T18:03Z [----] followers, [---] engagements


"why $IREN Is not in my below list of Super [--] AI It could be a great company no doubt. but am skeptical abt [--] things about Neoclouds [--]. Customer concentration risk [--]. High leverage or dilution (market hates it) $CRWV also has high gearing ratio but am comfortable with Nvidias $6.3 billion "backstop" agreement. Also $NVDA has a 7% stake in CoreWeave $CIFR also has $1.4 backstop agreement via Fluidstack by Google. also $GOOGL has 5.4% stake in $CIFR $NBIS has lowest gearing ratio among neoclouds and has Assets like Avride Toloka Clickhouse. Look for equity dilution risks and invest accordingly"  
[X Link](https://x.com/SanCompounding/status/1996206255380078958)  2025-12-03T13:13Z [----] followers, [---] engagements


"$NVO developing curative meds for diabetes. #PRESS We are announcing a new phase of our partnership with Aspect Biosystems to develop curative medicines for diabetes. Learn more in our press release here: https://t.co/8yw270bPcK https://t.co/JlDD2LgLtH #PRESS We are announcing a new phase of our partnership with Aspect Biosystems to develop curative medicines for diabetes. Learn more in our press release here: https://t.co/8yw270bPcK https://t.co/JlDD2LgLtH"  
[X Link](https://x.com/SanCompounding/status/2013684799647387924)  2026-01-20T18:47Z [----] followers, [---] engagements


"🚨 SAAS is down average 20%. What do I like here Cybersecurity - Hand in glove with AI: AI allows cyber attackers to automate malware and phishing attacks On cloud endpoints that are vulnerable. $CRWD $NET $FTNT $PANW $CYBR AI is all about Models on data and so data security on cloud is critical $RBRK $CRWD: -21.35% $NET: -34.63% $PANW: -18.85% $RBRK: -37.52% $CYBR: -16.30% Growth Rates of Cybersecurity companies 👇 https://twitter.com/i/web/status/2014127327370691060 https://twitter.com/i/web/status/2014127327370691060"  
[X Link](https://x.com/SanCompounding/status/2014127327370691060)  2026-01-22T00:05Z [----] followers, [---] engagements


"🚨 $BABA PREDICTION HAS COME TRUE Repeating my valuation tweet of Alibaba AI Chip business and Cloud segments: Alibaba "Cloud Intelligence Group" is now the fastest-growing major division of Alibaba. The market is beginning to re-rate $BABA based on AI-Factor: [--]. Alibaba Cloud Valuation: $70 Billion $105 BillionBased on AWS and Azure peer valuations if Alibaba Cloud were a standalone public company today its valuation would likely be Current Revenue Run Rate: $22.4 Billion USD annually (based on recent quartera $5.6Billion/quarter) Growth Rate: 34% year-over-year - accelerating significantly"  
[X Link](https://x.com/SanCompounding/status/2014388605918261741)  2026-01-22T17:24Z [----] followers, [----] engagements


"$MSFT AI accelerator Maia [---] aims to surpass Google TPU v7 Microsoft Azure's AI inference accelerator Maia [---] aims to outperform Google TPU v7 and AWS Inferentia with [--] Petaflops of FP4 compute power. $MSFT had $MRVL and $TSMC as their AI Chip partners . Marvell has also lined up Amazon Web Services (Inferentia [--] and Trainium [--] with Trainium [--] in the works) Like $GOOG TPUs have $TSMC and $AVGO Our newest AI accelerator Maia [---] is now online in Azure. Designed for industry-leading inference efficiency it delivers 30% better performance per dollar than current systems. And with 10+ PFLOPS"  
[X Link](https://x.com/SanCompounding/status/2015834864776294457)  2026-01-26T17:10Z [----] followers, [----] engagements


"🚨BREAKING: $GOOGL just DROPPED a deep-dive on TPUs👇 While GPUs are flexible "jack-of-all-trades" consisting of many small cores TPUs are specialized ASICs designed for one thing: massive matrix multiplication. The chapter explains the TPU architecturethe Systolic Array memory hierarchy and dedicated interconnects that make them distinct from GPUs. ( $NVDA) What Is a TPU A modern TPU is essentially a massive matrix multiplication engine connected to high-bandwidth memory (HBM) and a dedicated inter-chip network. Unlike a GPU which has 100+ "streaming multiprocessors" a TPU typically has only"  
[X Link](https://x.com/SanCompounding/status/2016005476614279672)  2026-01-27T04:28Z [----] followers, [---] engagements


"$BABA doing all the right things 📈 Alibaba has quietly entered the nuclear energy sector through a joint venture with China National Nuclear Corporation. AliClouds subsidiary is now a shareholder in a newly registered nuclear energy company. This move signals how serious Chinas big tech companies are about https://t.co/IorFqGgFoi Alibaba has quietly entered the nuclear energy sector through a joint venture with China National Nuclear Corporation. AliClouds subsidiary is now a shareholder in a newly registered nuclear energy company. This move signals how serious Chinas big tech companies are"  
[X Link](https://x.com/SanCompounding/status/2016142701016522928)  2026-01-27T13:34Z [----] followers, [---] engagements


"This tweet from [----] aged so well 🎯 $KORU UP 640% (Korea Index) $BABA UP 50% India Nifty Down 5% Still bullish on Korea for [----] but now better China showing better risk reward. India will see earnings catch-up leg higher in [----]. I can see so many small caps with great earning at cheap PE multiples which was rare in last [--] years in India. #Nifty50 Example : 1/ Basilic Fly Studio P/E [--] Leader in VFX Tech (with subs in UK CA [-----] completed projects 400+ clients including [----] movies Collab w/ Warner Bros Netflix Sony Prime Video BBC Fox Studios HBO . 70% stake in One of US - expanding to EU"  
[X Link](https://x.com/SanCompounding/status/2016143429915259289)  2026-01-27T13:37Z [----] followers, [---] engagements


"That's just insane $BABA Qwen-3-72B-Thinking (which is 100% open source) is effectively indistinguishable from Claude Opus [---] and GPT-5.2. And actually crushes $GOOG Gemini in reasoning-heavy tasks 🔥 Runs locally on 2x4090s () Full 10M context window First model to support native "Agentic" protocols out of the box Closed source labs are running out of moats. Open source has won. Alibaba through QWEN KIMI and Zhipu AI LLMs https://twitter.com/i/web/status/2016180246781817005 https://twitter.com/i/web/status/2016180246781817005"  
[X Link](https://x.com/SanCompounding/status/2016180246781817005)  2026-01-27T16:03Z [----] followers, [---] engagements


"$NVO Wegovy pill hits over [-----] U.S. prescriptions in the second full week after its launch IQVIA data The initial uptake is considered stronger than the [----] launch of Eli Lillys Zepbound injector which hit [-----] prescriptions after one full month $LLY"  
[X Link](https://x.com/SanCompounding/status/2018104401789964579)  2026-02-01T23:29Z [----] followers, [---] engagements


"$NVO CagriSema demonstrated superior HbA1c reduction of 1.91%-points and weight loss of 14.2% in adults with type [--] diabetes in the REIMAGINE [--] trial. $NVO Bullish tailwinds Wegovy pill Cagrisema 📈 #PRESS CagriSema demonstrated superior HbA1c reduction of 1.91%-points and weight loss of 14.2% in adults with type [--] diabetes in the REIMAGINE [--] trial. Learn more here: https://t.co/keus3V3ovc https://t.co/SFXVsYlje9 #PRESS CagriSema demonstrated superior HbA1c reduction of 1.91%-points and weight loss of 14.2% in adults with type [--] diabetes in the REIMAGINE [--] trial. Learn more here:"  
[X Link](https://x.com/SanCompounding/status/2018367942283427848)  2026-02-02T16:56Z [----] followers, [---] engagements


"@larrywabrams Its the growth rate that commands premium for $ALAB"  
[X Link](https://x.com/SanCompounding/status/2018396982906159614)  2026-02-02T18:51Z [----] followers, [---] engagements


"⛔Guess why $AMZN and $GOOG ARE fown just 1% in a brutal market day Amazon owns 19% of Anthropic Google owns 14% of Anthropic Anthropic is eating the software 👇 From Peak:: $MSFT -24.95% $PLTR -33.79% $CRM -43.33% $ORCL -57.86% $INTU -45.23% $APP -38.04% $ADBE -41.61% $NOW -48.45% $PANW -26.20% $CRWD -25.60% $RBRK -48.23% $SNPS -36.25% $CDNS -28.33% $ADSK -25.75% $FTNT -29.27% $ROP -39.43% $WDAY -43.18% Am bullish on $FIG bcoz Anthropic just launched interactive tool with Figma https://twitter.com/i/web/status/2019139586669400380 https://twitter.com/i/web/status/2019139586669400380"  
[X Link](https://x.com/SanCompounding/status/2019139586669400380)  2026-02-04T20:02Z [----] followers, [---] engagements


"🚀Chinese Stocks are on a Tear YTD How to create a portfolio of [--] Stocks - [--] SMID + [--] Large Cap Chinese Stocks with Strong Growth & Explosive Funds Flow YTD These companies are delivering solid sales & profit growth backed by local consumption and huge Chinese government stimulus With high RoCE & consistent performance they could continue to generate high returns 🧵 A detailed thread 👇👇"  
[X Link](https://x.com/SanCompounding/status/1901703524993679584)  2025-03-17T18:33Z [----] followers, [----] engagements


"1 ATOUR Lifestyle $ATAT 💰Market Cap: $4.3 B 📊 P/E: [----] EV/S: [---] 📈 Sales Growth (3Y CAGR): 47.40% 💹 Profit Growth (3Y CAGR): 71.30% ✅ Why Atour operates a chain of hotels in China [---] hotels spanning [---] cities in China. To benefit from the "China travel boom" as it focuses on experience-focused tourism https://twitter.com/i/web/status/1901703528281694557 https://twitter.com/i/web/status/1901703528281694557"  
[X Link](https://x.com/SanCompounding/status/1901703528281694557)  2025-03-17T18:33Z [----] followers, [--] engagements


"Rare opportunity where Luxury stocks have corrected big Stock corrections from [--] week high in last [--] years: Kering $PPRUY -71% Louis Vuitton $LVMH -32% Puig Brands $PUGBY -17% Hermes International $RMS -20% Richemont $CFRUY -20% Burberry $BURBY -72% Salvatore Ferragamo $SFRGY -72% Moncler $MONRY -26% Brunello Cucinelli $BCUCY -25% Prada $PRDSY -18% Ermenegildo Zegna $ZGN -40% Christian Dior SE $CHDRY -33% https://twitter.com/i/web/status/1832956064091787523 https://twitter.com/i/web/status/1832956064091787523"  
[X Link](https://x.com/SanCompounding/status/1832956064091787523)  2024-09-09T01:35Z [----] followers, [----] engagements


"$JD $DADA through its wholly-owned subsidiary has acquired Walmarts entire stake in Dada Nexus Limited totaling 63.2% of Dadas shares. Walmart China CEO Christina Zhu resigned from Dadas board following sale. $DADA stock was down 90% from all time high http://JD.com http://JD.com"  
[X Link](https://x.com/SanCompounding/status/1836594399469301897)  2024-09-19T02:33Z [----] followers, [---] engagements


"The U.S. has seen its global share of semiconductor production decline significantly from 37% in [----] to a projected 14% by [----] Chinas share has risen sharply from 0% in [----] to an expected 21% by [----]. There is strong tailwinds for China based semi companies like $SMIC ( HK: 0981) $ACMR SMIC is up 54% YTD https://twitter.com/i/web/status/1887202855360057362 https://twitter.com/i/web/status/1887202855360057362"  
[X Link](https://x.com/SanCompounding/status/1887202855360057362)  2025-02-05T18:13Z [----] followers, [---] engagements


"$SMIC UP 5% in HK The U.S. has seen its global share of semiconductor production decline significantly from 37% in [----] to a projected 14% by [----] Chinas share has risen sharply from 0% in [----] to an expected 21% by [----]. There is strong tailwinds for China based semi companies like $SMIC ( https://t.co/yBWm9bUK6I The U.S. has seen its global share of semiconductor production decline significantly from 37% in [----] to a projected 14% by [----] Chinas share has risen sharply from 0% in [----] to an expected 21% by [----]. There is strong tailwinds for China based semi companies like $SMIC ("  
[X Link](https://x.com/SanCompounding/status/1887351846492164223)  2025-02-06T04:05Z [----] followers, [---] engagements


"9. $BYD BYD: Forward P/E: [--] Gross Margin: 21% [--] Year Revenue CAGR: 41% Cash as on Sep 24: $6 billion Market cap: $150 Billion BYD is the Global leader in EV sales setting record in January [----]. BYD has a marketshare that will overtake $TSLA globally in [----] ( in terms of sales) Behind CATL BYD is also Chinas second-largest power battery maker. The company installs average of [--] GWh of power and energy storage battery capacity just in [--] month"  
[X Link](https://x.com/SanCompounding/status/1894437816643227964)  2025-02-25T17:22Z [----] followers, [---] engagements


"10. $SMIC Semiconductor Manufacturing Intnl Corp: Forward P/E: [--] Gross Margin: 22.6% [--] Year Revenue CAGR: 3% Cash as on Sep 24: $10.8 billion Market cap: $70 Billion SMIC is the largest contract chip maker in mainland China. With China reducing its dependency on Global Chip designers and semiconductor fabs SMIC will benefit from the local investments considering SMIC is partially state owned. https://twitter.com/i/web/status/1894437820238107106 https://twitter.com/i/web/status/1894437820238107106"  
[X Link](https://x.com/SanCompounding/status/1894437820238107106)  2025-02-25T17:22Z [----] followers, [---] engagements


"China stealthily becoming self-sufficient in Chip demand SMIC might drive global demand in the near future. $SMIC (HK: [----] )is up 97% YTD"  
[X Link](https://x.com/SanCompounding/status/1894723975978078386)  2025-02-26T12:19Z [----] followers, [---] engagements


"Huaweis CloudMatrix [---] is now taking over Nvidia gap in rapid strides Huawei touts its CloudNatrix system outperforms Nvidias $3M NVL72 cluster on compute and memory Huawei is not listed but who are the direct suppliers to Huawei $SMIC - listed in HK SERES - Will soon list in HK https://twitter.com/i/web/status/1917601856555012098 https://twitter.com/i/web/status/1917601856555012098"  
[X Link](https://x.com/SanCompounding/status/1917601856555012098)  2025-04-30T15:28Z [----] followers, [---] engagements


"$FOUR EXPANDS BIG TO AUS-NZ Shift4 continues its strategic acquisition spree :: Shift4 Payments to buy Smartpay Holdings for $180 million Smartpay operates a distribution network selling payments services throughout Australia and New Zealand Shift4 will accrue its services to Smartpays [-----] merchants in the ANZ Shift4 is able to grow through acquisitions and still generate FCF to redeploy . Amazing business model in a high-margin payment business Shift4 will soon be acquiring Stablecoin company to expand into a new vertical Why Jared Issacman is one of the best 'Capital Allocator' in the"  
[X Link](https://x.com/SanCompounding/status/1937315534296711501)  2025-06-24T01:03Z [----] followers, [---] engagements


"Multibagger returns are given by stocks that drive big trends. Here are [--] companies that are riding big trends. Why Because they : - Grew their Sales 50% CAGR in the last 1-2 years - TAM itself is growing above 20% ( Trends drive TAM growth 📈) 1/ $CREDO - Credo Technologies Big Trend - Artificial Intelligence Credo Technology's Role in AI: High-Speed Connectivity Solutions: - AI Data Center Demand: The rapid buildout of AI-enabled data centers has driven significant demand for Credo's products. Credos Active Electrical Cables (AECs) take up 75% less space than traditional Direct Attach"  
[X Link](https://x.com/SanCompounding/status/1947052084718653701)  2025-07-20T21:52Z [----] followers, [---] engagements


"3 out of [--] has almost doubled from this post. $BABA $XIACF $TCEHY Still lot of value in China 👇 Top [--] Chinese stocks listed on the Hong Kong Stock Exchange (YTD) 2025: [--]. Alibaba Group ( $BABA) YTD Return: +60% FACTORS: ✅Alibabas dominance AI and cloud computing recorded triple-digit YoY growth for the 7th consecutive quarter in FY25. Alibaba Clouds overall https://t.co/vMTxGGIbbh Top [--] Chinese stocks listed on the Hong Kong Stock Exchange (YTD) 2025: [--]. Alibaba Group ( $BABA) YTD Return: +60% FACTORS: ✅Alibabas dominance AI and cloud computing recorded triple-digit YoY growth for the 7th"  
[X Link](https://x.com/SanCompounding/status/1968338244543881402)  2025-09-17T15:36Z [----] followers, [---] engagements


"🚨And today breaking: Huawei Unveils Ascend [---] with In-House HBM in [----] Huawei unveiled worlds most powerful SuperPoD to date. The system is scheduled to debut in Q4 this year supposed to outperform NVIDIAs NVL576 system planned for [----] $SMIC + $BABA + #Huawei + Cambricon = China AI CHIP SELF SUFFICIENT $Kweb Chinas is building a self-sufficient semiconductor supply chain Alibaba secured China Unicomas a major client for its artificial intelligence chips. $BABA has unveiled its Pingtouge or T-Head AI chips in a new data center. Huaweis Ascend processors and Cambricons AI"  
[X Link](https://x.com/SanCompounding/status/1968669576788394456)  2025-09-18T13:32Z [----] followers, [---] engagements


"⚠ $AMZN to fire [-----] workers and replace with robots Humanoid and Robotics to be a Multi-Trillion dollar industry over next [--] years (TAM 🌍) Jensen Huang The way to get exposure is - $BOTT (Humanoid Robotics ETF) 🤖 Top [--] Holdings in US and China : Tesla $TSLA: Teslas Optimus robot kicks off with [----] units in [----] at $20-30K each projecting $100-150M revenue. Deutsche Bank forecasts annual revenue soaring to $10B by [----] with 200K units sold. Long-term: Musk eyes $10T in total revenue potential driving 80% of Teslas future value 🚀 $SERV Robotics: Serve Robotics deploys [----] AI delivery"  
[X Link](https://x.com/SanCompounding/status/1983213748799049749)  2025-10-28T16:46Z [----] followers, [---] engagements


"CrowdStrike's acquisition of SGNL accelerates its push into dynamic identity security Identity is becoming critical layer in security with agentic artificial intelligence looming $CRWD $PANW had fone $CYBR acquisition last year. IDAM space is getting consolidated"  
[X Link](https://x.com/SanCompounding/status/2009397264423285213)  2026-01-08T22:50Z [----] followers, [---] engagements


"EM INFLOW ACCELERATING : $ARGT UP 18% - Elections $KORU UP 9% - HBM AI $KWEB UP 3% - Trade deal and AI Chips $EWZ UP 2% - Jus so cheap India alone underperforming due to high valuations priced in Its very obvious the US Underperformance except AI is going to accentuate in [----] Vanguard's top [--] performing ETFs so far in [----] +30.9%🟢: $VGK FTSE Europe ETF +30.3%🟢: $VEA FTSE Developed Markets ETF +29.9%🟢: $VYMI International High Dividend Yield ETF +29.8%🟢: $VPL Its very obvious the US Underperformance except AI is going to accentuate in [----] Vanguard's top [--] performing ETFs so far in 2025"  
[X Link](https://x.com/SanCompounding/status/1982787603486187961)  2025-10-27T12:32Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing