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# ![@alc2022 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1329828490737233921.png) @alc2022 Antonio Linares

Antonio Linares is being referred to as "the machine that prints 100x investments". He appears to be a highly successful investor with a track record of making bold and accurate predictions about various stocks, including $AMD, $PLTR, $HIMS, and $ASTS. His investment thesis and insights have garnered significant attention and admiration from his online community.

### Engagements: XXXXXX [#](/creator/twitter::1329828490737233921/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1329828490737233921/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +10%
- X Year XXXXXXXXXXX +206%

### Mentions: XX [#](/creator/twitter::1329828490737233921/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1329828490737233921/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +29%
- X Year XXXXX +70%

### Followers: XXXXXXX [#](/creator/twitter::1329828490737233921/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1329828490737233921/c:line/m:followers.svg)

- X Week XXXXXXX +0.35%
- X Month XXXXXXX +1.50%
- X Months XXXXXXX +41%
- X Year XXXXXXX +166%

### CreatorRank: XXXXXXX [#](/creator/twitter::1329828490737233921/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1329828490737233921/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  #4136 [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries) 

**Social topic influence**
[$pltr](/topic/$pltr) #19, [$duol](/topic/$duol) #56, [$amd](/topic/$amd) #27, [$hims](/topic/$hims) #18, [$spot](/topic/$spot) #2196, [$tsla](/topic/$tsla) #84, [$asts](/topic/$asts) #140, [ai](/topic/ai), [$rklb](/topic/$rklb) #83, [$wisel](/topic/$wisel) #6

**Top accounts mentioned or mentioned by**
[@arnytrezzi](/creator/undefined) [@amitisinvesting](/creator/undefined) [@pdamodaran](/creator/undefined) [@mindthelongterm](/creator/undefined) [@andrewdudum](/creator/undefined) [@hermesinvest1](/creator/undefined) [@spacex](/creator/undefined) [@danielisdizzy](/creator/undefined) [@ericsanta98](/creator/undefined) [@subtleecho](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@lisasu](/creator/undefined) [@em013l](/creator/undefined) [@montynj56](/creator/undefined) [@bastianellilore](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@larsschultz21](/creator/undefined) [@moctezumaatl](/creator/undefined) [@iamtomnash](/creator/undefined)

**Top assets mentioned**
[Palantir (PLTR)](/topic/$pltr) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Advanced Micro Devices (AMD)](/topic/$amd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Spotify Technology (SPOT)](/topic/$spot) [Tesla, Inc. (TSLA)](/topic/$tsla) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Costco Hot Dog (COST)](/topic/$cost) [IREN Limited (IREN)](/topic/$iren) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [UiPath, Inc. (PATH)](/topic/$path) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Costco Wholesale Corporation (COST)](/topic/costco) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [SAP SE (SAP)](/topic/$sap) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis)
### Top Social Posts
Top posts by engagements in the last XX hours

"I really like $RIVN. $RIVN now has X catalysts coming up: X. The launch of the R2 model. X. The onset of accretive software and IP revenues. $RIVN is not a car company. It's an emerging autonomy platform"  
[X Link](https://x.com/alc2022/status/1993719237010215070)  2025-11-26T16:31Z 112.5K followers, 24.5K engagements


"9. I continue to monitor $RKLB $ASTS $OSCR $HFG and $LMND and $ABCL closely because I believe that the odds of at least one of these companies moving into the aforementioned sweetspot is high"  
[X Link](https://x.com/alc2022/status/1935678244742635929)  2025-06-19T12:37Z 112.4K followers, 14.5K engagements


"$CSU.TO free cash flow per share up. Stock price down XX% in the past X months"  
[X Link](https://x.com/alc2022/status/1988516309412233520)  2025-11-12T07:56Z 112.4K followers, 11.3K engagements


"Updated thoughts on $HIMS: X. P/S sales is tracking YoY revenue growth. X. $HIMS YoY revenue growth is cyclical. X. YoY revenue growth positioned to accelerate a lot with Labs and peptides going into 2026. I still see $HIMS worth $2000/share intrinsically by 2030"  
[X Link](https://x.com/alc2022/status/1993007713538760751)  2025-11-24T17:24Z 112.4K followers, 39.9K engagements


"My audience has grown a lot over the past year so a lot of you are new to my work. However you've now seen be stand by $AMD at $XX (now up 150%). And you're seeing me do the same with $DUOL after a 70%. One could argue I'm really underpaid"  
[X Link](https://x.com/alc2022/status/1993316848155119890)  2025-11-25T13:52Z 112.4K followers, 18.3K engagements


"Now tell them that if $DUOL does down another XX% itll now have 400X potential. From here"  
[X Link](https://x.com/alc2022/status/1993650221751132347)  2025-11-26T11:57Z 112.3K followers, 19.5K engagements


"@CMDInvest Im still here but just finished for the day"  
[X Link](https://x.com/alc2022/status/1995530709721616674)  2025-12-01T16:29Z 112.4K followers, 1364 engagements


"$SAP taking on $PLTR with S/4HANA"  
[X Link](https://x.com/alc2022/status/1664581260222558208)  2023-06-02T10:34Z 112.5K followers, 5666 engagements


"Companies with no actual competition: X. $PLTR X. $SPOT X. $HIMS X. $TSLA X. $DUOL"  
[X Link](https://x.com/alc2022/status/1911366376893129121)  2025-04-13T10:30Z 112.4K followers, 135.4K engagements


"I went long $AMD at $XXX. $PLTR at $X. $HIMS at $XX. And $WISE.L is my latest conviction. At a market cap of just $14B today I see $WISE.L becoming one of the largest financial institutions on Earth 🧵"  
[X Link](https://x.com/alc2022/status/1946989295908090071)  2025-07-20T17:43Z 112.5K followers, 164K engagements


"1. $WISE.L free cash flow per share is rising very fast as you can see below. This is because they make international payments easier faster and cheaper than anyone else can"  
[X Link](https://x.com/alc2022/status/1946989299859402877)  2025-07-20T17:43Z 112.5K followers, 17.8K engagements


"$WISE.L is running the $COST Algorithm applied to international payments. By making international payment faster cheaper and easier than anyone else $WISE.L is in a position to deploy additional financial services at a marginal cost and become a $100B+ fintech giant and more"  
[X Link](https://x.com/alc2022/status/1947710922157363593)  2025-07-22T17:30Z 112.5K followers, 23.4K engagements


"You have to pick one: X. $OSCR X. $IREN X. $NBIS X. $DUOL X. $WISE.L"  
[X Link](https://x.com/alc2022/status/1947712374711955842)  2025-07-22T17:36Z 112.5K followers, 183.2K engagements


"This is going to be a gigantic business"  
[X Link](https://x.com/alc2022/status/1970416290692030920)  2025-09-23T09:13Z 112.4K followers, 27.1K engagements


"How it feels to have not bought $IREN $RKLB $ASTS and others while carefully studying them as them stock prices rocket upwards"  
[X Link](https://x.com/alc2022/status/1977781562356748670)  2025-10-13T17:00Z 112.5K followers, 64.3K engagements


"$AMD is up XXX% from this years lows. Everyone thought $AMD was done. Focus on fundamentals - not narratives"  
[X Link](https://x.com/alc2022/status/1993274785863024998)  2025-11-25T11:05Z 112.5K followers, 34.3K engagements


"What is the next 100X stock from here"  
[X Link](https://x.com/alc2022/status/1966598525728207182)  2025-09-12T20:23Z 112.5K followers, 247K engagements


"$ASTS is increasingly positioned to become the machine that prints personalised spectrum at a marginal cost much like $IREN for datacenters and $RKLB for constellations. The end game is Physical AI / AI at the Edge and the moat is looking stronger to me than a year ago"  
[X Link](https://x.com/alc2022/status/1977791427414315334)  2025-10-13T17:39Z 112.5K followers, 54.2K engagements


"$ASTS is building a network thats rapidly evolving into a potential cash machine capable of spinning off billions in FCF almost overnight if execution continues at this pace. Heres my updated $ASTS thesis (Q2 2025) 🧵"  
[X Link](https://x.com/alc2022/status/1978839844127142297)  2025-10-16T15:05Z 112.5K followers, 50.5K engagements


"Its happening"  
[X Link](https://x.com/alc2022/status/1982920872014033016)  2025-10-27T21:22Z 112.5K followers, 589.8K engagements


"$PATH is down 35%+ but long term I think it can evolve into a big $PLTR competitor in the SMB space. Heres why 👇 $PLTR's primary function is to assist organizations in understanding their data by automating insight generation which in turn optimizes operations. At first glance $PATH may seem like a simple click automation tool but it fundamentally operates similarly to $PLTR and is evolving into a highly powerful platform. $PATH utilizes computer vision to monitor computer screens within an organization observing the repetitive tasks performed by users. By doing so $PATH learns to automate"  
[X Link](https://x.com/alc2022/status/1796857706126496252)  2024-06-01T10:53Z 112.5K followers, 98.6K engagements


"Im an early and long term $AMD $TSLA $PLTR $SPOT $HIMS $DUOL investor. My incentives on this platform are to make the best investments possible in public so more people want to buy my course to learn the mental framework behind my picks"  
[X Link](https://x.com/alc2022/status/1929497859033853973)  2025-06-02T11:18Z 112.5K followers, 823.6K engagements


"I was wrong about $PATH. A few years ago I thought it would evolve into a $PLTR competitor but execution has lagged. However the $PATH thesis isn't dead and still presents interesting asymmetry with the onset of agentic workloads"  
[X Link](https://x.com/alc2022/status/1972677253617037331)  2025-09-29T14:58Z 112.5K followers, 49.1K engagements


"I went long $AMD at $XXX. $HIMS at $XX. $PLTR at $X. $TSLA at $XX. $SPOT at $XXXXX. Now I'm focused on watching $RKLB $ASTS $OSCR $HFG $LMND $ABCL and $IREN VERY closely Here's my Q2 2025 update of these X companies🧵"  
[X Link](https://x.com/alc2022/status/1980289546219835671)  2025-10-20T15:06Z 112.5K followers, 201.8K engagements


"My updated $DUOL thesis"  
[X Link](https://x.com/alc2022/status/1993690331049595085)  2025-11-26T14:36Z 112.5K followers, 13K engagements


"5 coupons left to obtain lifetime access to my course (and all future versions V2.4 drops soon) and community (500+ deep divers) for just $XXX instead of $XXX. Learn the mental framework behind my $PLTR $AMD $DUOL picks and others. Use code AMD at checkout:"  
[X Link](https://x.com/alc2022/status/1993720891675447597)  2025-11-26T16:37Z 112.5K followers, 34.3K engagements


"How is $DUOL being disrupted by AI if more people use it daily than in 2022"  
[X Link](https://x.com/alc2022/status/1993968122764636558)  2025-11-27T09:00Z 112.5K followers, 20.1K engagements


"I'm betting my entire net worth on these X predictions: X. $TSLA will go to $10K /share when they fully unlock robotaxis. X. $HIMS will be a $400B company in X years. X. $PLTR will be $1T company in less than X years. X. $DUOL will hit 1B DAUs in X years. X. $AMD will become a $5T company in X years. X. $SPOT will become a $1T company in X years"  
[X Link](https://x.com/alc2022/status/1994359309677826180)  2025-11-28T10:54Z 112.5K followers, 684.5K engagements


"Only one of my theses has to work"  
[X Link](https://x.com/alc2022/status/1994359895668248629)  2025-11-28T10:57Z 112.5K followers, 13.3K engagements


"In hindsight you wouldn't think buying $COST XX years ago was risky. I just own X Costcos. $DUOL is $COST for education. $HIMS is $COST for healthcare. $TSLA is $COST for robots. $AMD is $COST for chips. $SPOT is $COST for media. $PLTR is $COST for digital twins"  
[X Link](https://x.com/alc2022/status/1994364325570724226)  2025-11-28T11:14Z 112.5K followers, 1.7M engagements


"$PLTR investors after surviving the Nth correction allegedly the worst X weeks in many portfolio managers careers with X actual impact on their net worth"  
[X Link](https://x.com/alc2022/status/1994372342273995228)  2025-11-28T11:46Z 112.5K followers, 15K engagements


"The two most profitable trades of this decade are going to be $COST for education and $COST for healthcare"  
[X Link](https://x.com/alc2022/status/1994375083587166549)  2025-11-28T11:57Z 112.5K followers, 15.7K engagements


"V2.4 of my course is now live. Its better than ever"  
[X Link](https://x.com/alc2022/status/1994416702172319832)  2025-11-28T14:42Z 112.5K followers, 13.7K engagements


"Value creation processes are accelerating in tandem with AI scaling laws. Enjoy (or not)"  
[X Link](https://x.com/alc2022/status/1994486168365474101)  2025-11-28T19:18Z 112.5K followers, 13.5K engagements


"Countless ups and downs along the way but in the end $COST obsession with delivering more value to customers per $ has created massive wealth for shareholders. $HIMS $DUOL $SPOT and others are leveraging the exact same playbook applied to network effects"  
[X Link](https://x.com/alc2022/status/1994755869201121624)  2025-11-29T13:10Z 112.5K followers, 32.2K engagements


"The consensus now is that AI stock valuations have come down to reasonable levels. But in the context of a XX year long thesis what's the difference between buying $PLTR at $XXX or buying it at $XXX The answer is that expensive stocks turn out to be cheap and viceversa"  
[X Link](https://x.com/alc2022/status/1994766735254458740)  2025-11-29T13:53Z 112.5K followers, 17.8K engagements


"With $HIMS opening Labs up to ingest data from other providers it's increasingly becoming a digital twin of your body. This is why I'm so big on this company. You can prevent any illness of you have enough data"  
[X Link](https://x.com/alc2022/status/1994783526231970256)  2025-11-29T15:00Z 112.5K followers, 25.9K engagements


"Once theres a model that can literally do your job for you why not pay for another 1000 models to 1000X your output Or a million to 1mX it. People dont realize we live in an unprecedented time in history"  
[X Link](https://x.com/alc2022/status/1995151702916550669)  2025-11-30T15:23Z 112.5K followers, 17.9K engagements


"Im fully dedicated to skiing now to recalibrate my nervous system but Im not sure its working"  
[X Link](https://x.com/alc2022/status/1995234599220470108)  2025-11-30T20:52Z 112.5K followers, 18.9K engagements


"Enjoy your last few years of having to work and not being fully confronted with the inexplicable mystery of existence"  
[X Link](https://x.com/alc2022/status/1995247070136119620)  2025-11-30T21:42Z 112.5K followers, 25.6K engagements


"$AMD wins big this decade"  
[X Link](https://x.com/alc2022/status/1995529420530975057)  2025-12-01T16:24Z 112.5K followers, 27.6K engagements


"Enjoy. Theres lots of winning coming"  
[X Link](https://x.com/alc2022/status/1995530348403240987)  2025-12-01T16:28Z 112.5K followers, 18K engagements


"Weve gone through a lot of volatility lately but its nothing in the context of the mystery we live in. Also AI isnt perfect - but it doesnt have to be. Itll drive FCF/share up over the long term and with it stock prices"  
[X Link](https://x.com/alc2022/status/1998053918891184618)  2025-12-08T15:35Z 112.5K followers, 31.1K engagements


"Whos ready for unhinged thoughts"  
[X Link](https://x.com/alc2022/status/1998063434710106580)  2025-12-08T16:13Z 112.5K followers, 16K engagements


"$PATH update drops tomorrow"  
[X Link](https://x.com/alc2022/status/1998136841296581017)  2025-12-08T21:05Z 112.5K followers, 73.2K engagements


"What's your best investment idea today"  
[X Link](https://x.com/alc2022/status/1998363445918662834)  2025-12-09T12:05Z 112.5K followers, 33.4K engagements


"@dr_edwardgroup Do you ship to Spain"  
[X Link](https://x.com/alc2022/status/1998511606536482906)  2025-12-09T21:54Z 112.5K followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@alc2022 Avatar @alc2022 Antonio Linares

Antonio Linares is being referred to as "the machine that prints 100x investments". He appears to be a highly successful investor with a track record of making bold and accurate predictions about various stocks, including $AMD, $PLTR, $HIMS, and $ASTS. His investment thesis and insights have garnered significant attention and admiration from his online community.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX -XX%
  • X Months XXXXXXXXXX +10%
  • X Year XXXXXXXXXXX +206%

Mentions: XX #

Mentions Line Chart

  • X Week XXX -XX%
  • X Month XXX -XX%
  • X Months XXXXX +29%
  • X Year XXXXX +70%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.35%
  • X Month XXXXXXX +1.50%
  • X Months XXXXXXX +41%
  • X Year XXXXXXX +166%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks technology brands finance #4136 automotive brands cryptocurrencies countries

Social topic influence $pltr #19, $duol #56, $amd #27, $hims #18, $spot #2196, $tsla #84, $asts #140, ai, $rklb #83, $wisel #6

Top accounts mentioned or mentioned by @arnytrezzi @amitisinvesting @pdamodaran @mindthelongterm @andrewdudum @hermesinvest1 @spacex @danielisdizzy @ericsanta98 @subtleecho @stockmarketnerd @joecarlsonshow @lisasu @em013l @montynj56 @bastianellilore @joinyellowbrick @larsschultz21 @moctezumaatl @iamtomnash

Top assets mentioned Palantir (PLTR) Duolingo, Inc. Class A Common Stock (DUOL) Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) Spotify Technology (SPOT) Tesla, Inc. (TSLA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Costco Hot Dog (COST) IREN Limited (IREN) Oscar Health, Inc. (OSCR) UiPath, Inc. (PATH) Lemonade, Inc. (LMND) Costco Wholesale Corporation (COST) Rivian Automotive, Inc. (RIVN) SAP SE (SAP) Nebius Group N.V. Class A Ordinary Shares (NBIS)

Top Social Posts

Top posts by engagements in the last XX hours

"I really like $RIVN. $RIVN now has X catalysts coming up: X. The launch of the R2 model. X. The onset of accretive software and IP revenues. $RIVN is not a car company. It's an emerging autonomy platform"
X Link 2025-11-26T16:31Z 112.5K followers, 24.5K engagements

"9. I continue to monitor $RKLB $ASTS $OSCR $HFG and $LMND and $ABCL closely because I believe that the odds of at least one of these companies moving into the aforementioned sweetspot is high"
X Link 2025-06-19T12:37Z 112.4K followers, 14.5K engagements

"$CSU.TO free cash flow per share up. Stock price down XX% in the past X months"
X Link 2025-11-12T07:56Z 112.4K followers, 11.3K engagements

"Updated thoughts on $HIMS: X. P/S sales is tracking YoY revenue growth. X. $HIMS YoY revenue growth is cyclical. X. YoY revenue growth positioned to accelerate a lot with Labs and peptides going into 2026. I still see $HIMS worth $2000/share intrinsically by 2030"
X Link 2025-11-24T17:24Z 112.4K followers, 39.9K engagements

"My audience has grown a lot over the past year so a lot of you are new to my work. However you've now seen be stand by $AMD at $XX (now up 150%). And you're seeing me do the same with $DUOL after a 70%. One could argue I'm really underpaid"
X Link 2025-11-25T13:52Z 112.4K followers, 18.3K engagements

"Now tell them that if $DUOL does down another XX% itll now have 400X potential. From here"
X Link 2025-11-26T11:57Z 112.3K followers, 19.5K engagements

"@CMDInvest Im still here but just finished for the day"
X Link 2025-12-01T16:29Z 112.4K followers, 1364 engagements

"$SAP taking on $PLTR with S/4HANA"
X Link 2023-06-02T10:34Z 112.5K followers, 5666 engagements

"Companies with no actual competition: X. $PLTR X. $SPOT X. $HIMS X. $TSLA X. $DUOL"
X Link 2025-04-13T10:30Z 112.4K followers, 135.4K engagements

"I went long $AMD at $XXX. $PLTR at $X. $HIMS at $XX. And $WISE.L is my latest conviction. At a market cap of just $14B today I see $WISE.L becoming one of the largest financial institutions on Earth 🧵"
X Link 2025-07-20T17:43Z 112.5K followers, 164K engagements

"1. $WISE.L free cash flow per share is rising very fast as you can see below. This is because they make international payments easier faster and cheaper than anyone else can"
X Link 2025-07-20T17:43Z 112.5K followers, 17.8K engagements

"$WISE.L is running the $COST Algorithm applied to international payments. By making international payment faster cheaper and easier than anyone else $WISE.L is in a position to deploy additional financial services at a marginal cost and become a $100B+ fintech giant and more"
X Link 2025-07-22T17:30Z 112.5K followers, 23.4K engagements

"You have to pick one: X. $OSCR X. $IREN X. $NBIS X. $DUOL X. $WISE.L"
X Link 2025-07-22T17:36Z 112.5K followers, 183.2K engagements

"This is going to be a gigantic business"
X Link 2025-09-23T09:13Z 112.4K followers, 27.1K engagements

"How it feels to have not bought $IREN $RKLB $ASTS and others while carefully studying them as them stock prices rocket upwards"
X Link 2025-10-13T17:00Z 112.5K followers, 64.3K engagements

"$AMD is up XXX% from this years lows. Everyone thought $AMD was done. Focus on fundamentals - not narratives"
X Link 2025-11-25T11:05Z 112.5K followers, 34.3K engagements

"What is the next 100X stock from here"
X Link 2025-09-12T20:23Z 112.5K followers, 247K engagements

"$ASTS is increasingly positioned to become the machine that prints personalised spectrum at a marginal cost much like $IREN for datacenters and $RKLB for constellations. The end game is Physical AI / AI at the Edge and the moat is looking stronger to me than a year ago"
X Link 2025-10-13T17:39Z 112.5K followers, 54.2K engagements

"$ASTS is building a network thats rapidly evolving into a potential cash machine capable of spinning off billions in FCF almost overnight if execution continues at this pace. Heres my updated $ASTS thesis (Q2 2025) 🧵"
X Link 2025-10-16T15:05Z 112.5K followers, 50.5K engagements

"Its happening"
X Link 2025-10-27T21:22Z 112.5K followers, 589.8K engagements

"$PATH is down 35%+ but long term I think it can evolve into a big $PLTR competitor in the SMB space. Heres why 👇 $PLTR's primary function is to assist organizations in understanding their data by automating insight generation which in turn optimizes operations. At first glance $PATH may seem like a simple click automation tool but it fundamentally operates similarly to $PLTR and is evolving into a highly powerful platform. $PATH utilizes computer vision to monitor computer screens within an organization observing the repetitive tasks performed by users. By doing so $PATH learns to automate"
X Link 2024-06-01T10:53Z 112.5K followers, 98.6K engagements

"Im an early and long term $AMD $TSLA $PLTR $SPOT $HIMS $DUOL investor. My incentives on this platform are to make the best investments possible in public so more people want to buy my course to learn the mental framework behind my picks"
X Link 2025-06-02T11:18Z 112.5K followers, 823.6K engagements

"I was wrong about $PATH. A few years ago I thought it would evolve into a $PLTR competitor but execution has lagged. However the $PATH thesis isn't dead and still presents interesting asymmetry with the onset of agentic workloads"
X Link 2025-09-29T14:58Z 112.5K followers, 49.1K engagements

"I went long $AMD at $XXX. $HIMS at $XX. $PLTR at $X. $TSLA at $XX. $SPOT at $XXXXX. Now I'm focused on watching $RKLB $ASTS $OSCR $HFG $LMND $ABCL and $IREN VERY closely Here's my Q2 2025 update of these X companies🧵"
X Link 2025-10-20T15:06Z 112.5K followers, 201.8K engagements

"My updated $DUOL thesis"
X Link 2025-11-26T14:36Z 112.5K followers, 13K engagements

"5 coupons left to obtain lifetime access to my course (and all future versions V2.4 drops soon) and community (500+ deep divers) for just $XXX instead of $XXX. Learn the mental framework behind my $PLTR $AMD $DUOL picks and others. Use code AMD at checkout:"
X Link 2025-11-26T16:37Z 112.5K followers, 34.3K engagements

"How is $DUOL being disrupted by AI if more people use it daily than in 2022"
X Link 2025-11-27T09:00Z 112.5K followers, 20.1K engagements

"I'm betting my entire net worth on these X predictions: X. $TSLA will go to $10K /share when they fully unlock robotaxis. X. $HIMS will be a $400B company in X years. X. $PLTR will be $1T company in less than X years. X. $DUOL will hit 1B DAUs in X years. X. $AMD will become a $5T company in X years. X. $SPOT will become a $1T company in X years"
X Link 2025-11-28T10:54Z 112.5K followers, 684.5K engagements

"Only one of my theses has to work"
X Link 2025-11-28T10:57Z 112.5K followers, 13.3K engagements

"In hindsight you wouldn't think buying $COST XX years ago was risky. I just own X Costcos. $DUOL is $COST for education. $HIMS is $COST for healthcare. $TSLA is $COST for robots. $AMD is $COST for chips. $SPOT is $COST for media. $PLTR is $COST for digital twins"
X Link 2025-11-28T11:14Z 112.5K followers, 1.7M engagements

"$PLTR investors after surviving the Nth correction allegedly the worst X weeks in many portfolio managers careers with X actual impact on their net worth"
X Link 2025-11-28T11:46Z 112.5K followers, 15K engagements

"The two most profitable trades of this decade are going to be $COST for education and $COST for healthcare"
X Link 2025-11-28T11:57Z 112.5K followers, 15.7K engagements

"V2.4 of my course is now live. Its better than ever"
X Link 2025-11-28T14:42Z 112.5K followers, 13.7K engagements

"Value creation processes are accelerating in tandem with AI scaling laws. Enjoy (or not)"
X Link 2025-11-28T19:18Z 112.5K followers, 13.5K engagements

"Countless ups and downs along the way but in the end $COST obsession with delivering more value to customers per $ has created massive wealth for shareholders. $HIMS $DUOL $SPOT and others are leveraging the exact same playbook applied to network effects"
X Link 2025-11-29T13:10Z 112.5K followers, 32.2K engagements

"The consensus now is that AI stock valuations have come down to reasonable levels. But in the context of a XX year long thesis what's the difference between buying $PLTR at $XXX or buying it at $XXX The answer is that expensive stocks turn out to be cheap and viceversa"
X Link 2025-11-29T13:53Z 112.5K followers, 17.8K engagements

"With $HIMS opening Labs up to ingest data from other providers it's increasingly becoming a digital twin of your body. This is why I'm so big on this company. You can prevent any illness of you have enough data"
X Link 2025-11-29T15:00Z 112.5K followers, 25.9K engagements

"Once theres a model that can literally do your job for you why not pay for another 1000 models to 1000X your output Or a million to 1mX it. People dont realize we live in an unprecedented time in history"
X Link 2025-11-30T15:23Z 112.5K followers, 17.9K engagements

"Im fully dedicated to skiing now to recalibrate my nervous system but Im not sure its working"
X Link 2025-11-30T20:52Z 112.5K followers, 18.9K engagements

"Enjoy your last few years of having to work and not being fully confronted with the inexplicable mystery of existence"
X Link 2025-11-30T21:42Z 112.5K followers, 25.6K engagements

"$AMD wins big this decade"
X Link 2025-12-01T16:24Z 112.5K followers, 27.6K engagements

"Enjoy. Theres lots of winning coming"
X Link 2025-12-01T16:28Z 112.5K followers, 18K engagements

"Weve gone through a lot of volatility lately but its nothing in the context of the mystery we live in. Also AI isnt perfect - but it doesnt have to be. Itll drive FCF/share up over the long term and with it stock prices"
X Link 2025-12-08T15:35Z 112.5K followers, 31.1K engagements

"Whos ready for unhinged thoughts"
X Link 2025-12-08T16:13Z 112.5K followers, 16K engagements

"$PATH update drops tomorrow"
X Link 2025-12-08T21:05Z 112.5K followers, 73.2K engagements

"What's your best investment idea today"
X Link 2025-12-09T12:05Z 112.5K followers, 33.4K engagements

"@dr_edwardgroup Do you ship to Spain"
X Link 2025-12-09T21:54Z 112.5K followers, XX engagements

@alc2022
/creator/twitter::alc2022