[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 Antonio Linares Antonio Linares posts on X about $amd, hims, $hims, $pltr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1329828490737233921/interactions)  - X Week XXXXXXXXX +118% - X Month XXXXXXXXXX +42% - X Months XXXXXXXXXX +148% - X Year XXXXXXXXXX +479% ### Mentions: XXX [#](/creator/twitter::1329828490737233921/posts_active)  - X Week XXX -XXXX% - X Month XXX +39% - X Months XXXXX +83% - X Year XXXXX +161% ### Followers: XXXXXX [#](/creator/twitter::1329828490737233921/followers)  - X Week XXXXXX +1.40% - X Month XXXXXX +11% - X Months XXXXXX +82% - X Year XXXXXX +246% ### CreatorRank: XXXXXX [#](/creator/twitter::1329828490737233921/influencer_rank)  ### Social Influence [#](/creator/twitter::1329828490737233921/influence) --- **Social category influence** [stocks](/list/stocks) #817 [technology brands](/list/technology-brands) #5485 [finance](/list/finance) #3709 [automotive brands](/list/automotive-brands) #2125 [social networks](/list/social-networks) XXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [countries](/list/countries) XXXX% **Social topic influence** [$amd](/topic/$amd) #6, [hims](/topic/hims) #7, [$hims](/topic/$hims) #5, [$pltr](/topic/$pltr) #1, [$iren](/topic/$iren) #2, [$duol](/topic/$duol) #31, [pltr](/topic/pltr) #5, [$tsla](/topic/$tsla) #37, [$snap](/topic/$snap) #8, [$spot](/topic/$spot) #271 **Top accounts mentioned or mentioned by** [@danielisdizzy](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@globalcollapse](/creator/undefined) [@therealzarie](/creator/undefined) [@zeff_pena](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@cmdarnton](/creator/undefined) [@007ofwallst](/creator/undefined) [@rfizal_izwn](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@hoochie_pants](/creator/undefined) [@bitcoin_few](/creator/undefined) [@alanbialo](/creator/undefined) [@anongirder](/creator/undefined) [@rocket77799](/creator/undefined) [@nighthawktradez](/creator/undefined) [@equitymonster83](/creator/undefined) [@whostolery](/creator/undefined) [@markbrasier](/creator/undefined) **Top assets mentioned** [Advanced Micro Devices (AMD)](/topic/$amd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Palantir (PLTR)](/topic/$pltr) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Tesla, Inc. (TSLA)](/topic/$tsla) [Snap, Inc. (SNAP)](/topic/$snap) [Spotify Technology (SPOT)](/topic/$spot) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Costco Hot Dog (COST)](/topic/$cost) [Netflix Inc (NFLX)](/topic/$nflx) [Novo-Nordisk (NVO)](/topic/$nvo) [Apple, Inc. (AAPL)](/topic/$aapl) [Bitcoin (BTC)](/topic/$btc) [Microsoft Corp. (MSFT)](/topic/$msft) [Clear Secure, Inc. (YOU)](/topic/$you) [Costco Wholesale Corporation (COST)](/topic/costco) ### Top Social Posts [#](/creator/twitter::1329828490737233921/posts) --- Top posts by engagements in the last XX hours "9. This is why $AMD represents a highly asymmetric opportunity. They are positioned to gain real share in the datacenter while also owning a large and mostly uncontested opportunity at the Edge. At the same time $AMD's ROCm software is advancing quickly as shown below 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774269159764458) 2025-07-14 15:01:32 UTC 89.7K followers, XXX engagements "@DrTomsLens Im not XXX% clear on the moat no"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944445989131043107) 2025-07-13 17:17:04 UTC 89.8K followers, 12.3K engagements "Awesome summary of my $IREN deep dive my @MonstaStock"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1940465685752328603) 2025-07-02 17:40:46 UTC 89.7K followers, 57.4K engagements "11. I also believe that as AI matures new workloads will emerge. Just a few years ago no one was talking about inference. Now its everywhere. Looking ahead I believe $AMD's chiplet platform will continue to deliver value by giving customers a total cost of ownership advantage for new AI workloads faster and more cost effectively than the competition"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774277837852800) 2025-07-14 15:01:34 UTC 89.8K followers, XXX engagements "3. $RKLB is moving toward becoming a full end-to-end space platform. $RKLB has shown impressive process strength by pushing the boundaries of human achievement in space. It is not yet cash flow positive. The Neutron rocket development is currently a financial drag on $RKLB but if successful the long-term upside could be substantial"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943747183892680898) 2025-07-11 19:00:16 UTC 89.3K followers, 4431 engagements "I only own these X stocks: X. $PLTR X. $HIMS X. $SPOT X. $TSLA X. $DUOL X. $AMD"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944439712560697770) 2025-07-13 16:52:08 UTC 89.8K followers, 236K engagements "2. If you believe Republicans are unlikely to anger their own voters by making health insurance significantly more expensive $OSCR looks like a highly asymmetric opportunity. Fair value is likely in the range of X to XX times sales suggesting potential for a XX to XX times move from current levels if regulatory concerns ease. Even a conservative multiple of X times sales looks attractive given revenue growth above XX percent. Reducing subsidies would drive up insurance costs and frustrate Republican voters making it unlikely the GOP would move against its own base"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943739376410014103) 2025-07-11 18:29:14 UTC 89.3K followers, 11.7K engagements "Stocks track free cash flow per share. Health tracks mitochondrial efficiency"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944718284139401436) 2025-07-14 11:19:04 UTC 89.8K followers, 18.5K engagements "Although $IREN is much bigger (with XXX gW) both $IREN and $NBIS are scaling really fast. In turn $NBIS is gaining operating leverage unusually fast. This makes me think $NBIS Cloud AI could become an industry standard a bit like $PLTR"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945530247819980823) 2025-07-16 17:05:31 UTC 89.8K followers, 19.7K engagements "3. $DUOL began by helping people learn languages. Now its teaching music math and even chess. As it expands across subjects and reaches more MAUs $DUOL is building one of the most valuable learning datasets in the world. $DUOL is learning how to teach anything to anyone 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942983913699446836) 2025-07-09 16:27:18 UTC 89.3K followers, 15K engagements "1. $TSLA stock is up 24000%+ over the past XX years because they've created a machine that churns out EVs faster and cheaper than any other machine. This has been made possible by vertical integration constant iteration and manufacturing facility franchising"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943747177643397490) 2025-07-11 19:00:14 UTC 89.5K followers, 5613 engagements "4. Many investors assume that so long as Zuck is around $SNAP can't thrive. But the DAU growth and Snapchat+ evolution suggests this is not true. $SNAP's competitive advantage is that it connects you to your friend in the world and doesn't suck you into an alternate VR:"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944077857988178417) 2025-07-12 16:54:15 UTC 89.8K followers, 5480 engagements "Inference is going up by a billion. $AMD is the inference king"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945238034456236230) 2025-07-15 21:44:22 UTC 89.8K followers, 32K engagements "7. $RKLB $ASTS $RKLB and $ABCL have negative cash from operations as you can see in the graph below. But that's because they're investing in getting their platforms right. Once they do it'll be hard to produce more and cheaper rockets D2D satellites datacenters and effective drugs than $RKLB $ASTS $IREN and $ABCL"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943747202125640140) 2025-07-11 19:00:20 UTC 89.5K followers, 3595 engagements "I see many folks on this app now focusing on free cash flow per share"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944701190006079839) 2025-07-14 10:11:09 UTC 89.8K followers, 27.3K engagements "6. AI is shifting from the datacenter to the Edge. Billions of devices will be running inferences. These devices have limited space and limited battery power compared to what datacenters can offer. With the acquisition of Xilinx $AMD is now in position to lead the entire AI at the Edge market 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774249505268174) 2025-07-14 15:01:27 UTC 89.8K followers, 1328 engagements "4. In health insurance $OSCR is putting the $COST playbook to work transforming a typically frustrating experience into something seamless. This operational efficiency is driving rapid subscriber growth by simplifying provider workflows. $OSCRs earnings calls are filled with examples including CEO Mark Bertolinis Q1 2025 commentary"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943739383770743219) 2025-07-11 18:29:16 UTC 89.5K followers, 10.1K engagements "Companies with 100X potential: X. $PLTR X. $DUOL X. $HIMS X. $ASTS X. $RKLB"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1922598356011843617) 2025-05-14 10:22:22 UTC 89.5K followers, 120.1K engagements "5. $IREN has shown that this blueprint works. Which is why I believe that looking ahead: X. $IREN will keep growing quickly and build many more datacenters. X. The AI vertical will likely gain momentum as well. X. Over time this blueprint will likely generate profits similar to $TSLA"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944383768904519735) 2025-07-13 13:09:50 UTC 89.8K followers, 2809 engagements "5. Much like $TSLA in the Model X days $IREN has demonstrated that they have a blueprint that works. Therefore I believe it's likely: X. $IREN will keep growing rapidly and build many more datacenters. X. The AI vertical is also likely to gain momentum. X. Over time this blueprint should produce profits much like $TSLA"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943747192512016832) 2025-07-11 19:00:18 UTC 89.3K followers, 11.2K engagements "I went long $PLTR at $X. Now I see $ABCL turning into the $PLTR of biotech 🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945173097591525480) 2025-07-15 17:26:20 UTC 89.8K followers, 225.3K engagements "What company should I do a deep dive on after $SNAP"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943787030775050577) 2025-07-11 21:38:36 UTC 89.8K followers, 27.7K engagements "3. Like any other social network $SNAP's business is about: I. acquiring more users II. and making more money per user. As the evolution of $SNAP's free cash flow per share shows they've executed well since 2022:"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944077849058582667) 2025-07-12 16:54:13 UTC 89.3K followers, 2740 engagements "6. $ABCL feels more like a science project right now but if they keep executing effectively I believe theyre on track to become the $PLTR of biotech. If ABCL575 and ABCL635 clear clinical trials their platform could come to live quickly👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943747196911771785) 2025-07-11 19:00:19 UTC 89.5K followers, 4643 engagements "2. $ASTS is rolling out a D2D satellite network that could unlock billions in free cash flow almost overnight. Still not cash flow positive like $RKLB but looks to be approaching a key inflection point 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945494413943181538) 2025-07-16 14:43:08 UTC 89.8K followers, 3522 engagements "Im an early and long term $AMD $TSLA $PLTR $SPOT $HIMS $DUOL investor. My incentives on this platform are to make the best investments possible in public so more people want to buy my course to learn the mental framework behind my picks"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1929497859033853973) 2025-06-02 11:18:32 UTC 89.8K followers, 266.4K engagements "$HIMS and $PLTR earnings on the 4th of August. Entertainment is guaranteed"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945037952217673774) 2025-07-15 08:29:19 UTC 89.8K followers, 37.4K engagements "5. My impression is that $SNAP is highly customer centric. So long as they remain focused on end customers I believe their network will tend to continue growing successfully. This example particularly caught my eye 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944077864485404846) 2025-07-12 16:54:16 UTC 89.8K followers, 9983 engagements "1. Most investors still think of $DUOL as just a playful language app. But with 130M MAUs as of Q1 2025 $DUOL is quietly laying the foundation for a smarter more efficient and learner-first global education system. $DUOL today is what $AMZN was to ecommerce two decades ago"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942983907005063174) 2025-07-09 16:27:16 UTC 89.8K followers, 12.7K engagements "I'm up 20X on $PLTR. And 4X on $HIMS. $DUOL is my next big bet. I believe $DUOL is positioned to take over the entire $10T global education market 🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1936063244889620491) 2025-06-20 14:07:02 UTC 89.7K followers, 189.1K engagements "At home testing paves the path for $HIMS to bring precision medicine to everyone. Combined with peptides this positions $HIMS to prevent illness"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944694551773323496) 2025-07-14 09:44:46 UTC 89.8K followers, 16.3K engagements "The last two deep dives have been on $OSCR and $IREN. What company next"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1940751443998527896) 2025-07-03 12:36:16 UTC 89.5K followers, 89.3K engagements "All my companies have key man risk. Its reasonable to expect that at least one key man will implode over time"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945045724623695891) 2025-07-15 09:00:12 UTC 89.8K followers, 14.3K engagements "Id say my brain only become a nice place to be in around X years ago. Before that the intensity of it was largely overwhelming. I couldnt lean into it as I do now"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944739443300057570) 2025-07-14 12:43:09 UTC 89.8K followers, 13.8K engagements "5. This doesnt mean $NVDA wont perform well. The market is big enough for both $AMD and $NVDA. But $AMD is zeroed in on a different opportunity: inference at the Edge. Lisa has been building quietly and now shes starting to speak up 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774243863904315) 2025-07-14 15:01:26 UTC 89.8K followers, 1397 engagements "@theBTCMiningGuy Excellent execution but the point remains. $NBIS software may be trascendental for AI workloads"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945531294420439415) 2025-07-16 17:09:41 UTC 89.8K followers, 1873 engagements "$PLTR is applying to itself the same flywheels that it enables for its customers. As a result I believe the law of large numbers doesnt apply here. $PLTR should accelerate as it gets bigger"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944086256884859078) 2025-07-12 17:27:37 UTC 89.8K followers, 24.8K engagements "@TheRealBirnbaum @danielisdizzy Quite a puzzling scenario"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944093588062683525) 2025-07-12 17:56:45 UTC 89.3K followers, XXX engagements "Over the past month Ive written deep dives on: X. $IREN X. $OSCR X. $SNAP And updates on: X. $LMND X. $ABCL Link in bio to access them for free"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944466518559146469) 2025-07-13 18:38:39 UTC 89.8K followers, 54.3K engagements "Companies with no competition: X. $PLTR X. $AMD X. $HIMS X. $SPOT X. $DUOL X. $TSLA"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1938600956704239854) 2025-06-27 14:11:00 UTC 89.7K followers, 404.1K engagements "4. The total cost of ownership for $AMD beats $NVDA hands down. MI300X costs about a quarter of what H100 or H200 chips do. As models get bigger and hyperscalers chase efficiency $AMD looks like the smart bet. Just ask Zuck and the rest 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1932109983069397174) 2025-06-09 16:18:11 UTC 89.3K followers, 7288 engagements "5. This does not mean $NVDA will not do well. The market is large enough for both $AMD and $NVDA. But $AMD is focused on something else: inference at the Edge. Lisa has been executing quietly and is now beginning to speak up 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1938258170411159796) 2025-06-26 15:28:53 UTC 89.4K followers, 6935 engagements "6. AI is moving from the datacenter to the Edge. Billions of devices will be running inferences. These devices have less space and less battery power than what is available in datacenters. By acquiring Xilinx $AMD has put itself in position to lead the entire AI at the Edge market 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1938258173472735685) 2025-06-26 15:28:54 UTC 89.4K followers, 6638 engagements "$IREN is successfully applying the $TSLA playbook to datacenters and is positioned to grow exponentially as crypto and AI continue growing fast 🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944383747794645499) 2025-07-13 13:09:45 UTC 89.8K followers, 102.5K engagements "1. Firstly thanks to @Agrippa_Inv for his wonderful work on $IREN. Secondly the $IREN thesis can be summed up with two data points: X. $IREN compute capacity is up 50X over X years. X. Joules per terahash have dropped XX percent in roughly X years. This is pure process power 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944383751271706969) 2025-07-13 13:09:45 UTC 89.7K followers, 6262 engagements "I was at the gym in Marbella yesterday outperforming your average Costa del Sol steroid-fueled wrong-doer. The latest peptide cycle has really worked. Tremendous strength and stamina gains in X months"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944711293291626912) 2025-07-14 10:51:17 UTC 89.8K followers, 22.2K engagements "$AMD is up over XX% from this year's lows. And this is only the beginning. I believe $AMD is the next trillion dollar AI giant ready to capture the entire market 🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774212830298471) 2025-07-14 15:01:19 UTC 89.8K followers, 71.4K engagements "@joecarlsonshow My take is you wouldnt be writing essays about me if I wasnt outperforming you. Just my opinion"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1940169301534888363) 2025-07-01 22:03:02 UTC 89.5K followers, 9465 engagements "$RKLB is the machine that builds rockets. $ASTS is the machine that builds D2D satellites. $IREN is the machine that builds datacenters. $ABCL is the machine that builds drugs. All four are following the $TSLA playbook and are positioned to take the whole market 🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943747174774288865) 2025-07-11 19:00:14 UTC 89.8K followers, 130.8K engagements "3. The question is why can $AMD add more memory to its chips than $NVDA The answer is that they have spent over a decade developing their chiplet platform which lets them combine different compute engines at a marginal cost. This gives $AMD a structural advantage in inference"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774228642832822) 2025-07-14 15:01:22 UTC 89.8K followers, 1456 engagements "The biggest shock for folks is going to be when $PLTR $HIMS and $DUOL do get XXX times bigger"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943275908413939782) 2025-07-10 11:47:35 UTC 89.3K followers, 56K engagements "14. While success is never guaranteed I believe $AMD is ideally positioned for the coming inference boom. The runway ahead is massive as AI keeps expanding. My original $AMD investment is up thirty times (from $4.2) and I believe $AMD will be my first XXX times everand then much more over the long term"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774293012754628) 2025-07-14 15:01:38 UTC 89.8K followers, 8310 engagements "4. Ive said many times on X that $TSLAs humanoid robots wont unlock real enterprise value until they can run because they need the right data to train on. $DUOL is no different. The future of AI-powered teaching will depend on who holds the most complete and proven education dataset. $DUOL is quietly becoming that foundation"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942983916534526336) 2025-07-09 16:27:19 UTC 89.5K followers, 5696 engagements "$ABCL is increasingly positioned to cure any illness in the human body. There's lots of financial risk and $ABCL is not yet a viable business. But the platform is fascinating and is worth watching closely"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1932735931527700598) 2025-06-11 09:45:29 UTC 89.6K followers, 71.7K engagements "When studying a network you'll always find people that hate it and others that love it. Some people love $AAPL music but $SPOT is nearly a ten bagger now. MAUs/DAUs and FCF/share (afterwards) don't lie"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943271036683722781) 2025-07-10 11:28:14 UTC 89.7K followers, 17.5K engagements "1. $SNAP is remarkably undervalued for the size of its network. The market has left $SNAP for dead since 2022 but DAUs (daily active users) are up from 375M in Q4 2022 to 460M in Q1 2025"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944077838073672068) 2025-07-12 16:54:10 UTC 89.7K followers, 3291 engagements "4. Now why do I say $IREN is successfully applying the $TSLA playbook to datacenters $TSLA's financial success over the past decade comes down to one key moment the Model X production hell. That experience gave them a repeatable manufacturing blueprint which is exactly what $IREN is building 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944383764974489690) 2025-07-13 13:09:49 UTC 89.8K followers, 3155 engagements "4. $ASTS is building a network of direct-to-device satellites that is increasingly set to generate billions of dollars in free cash flow quickly. Like $RKLB it is not yet cash flow positive but appears to be hitting an inflection point 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943747187461997042) 2025-07-11 19:00:17 UTC 89.3K followers, 4096 engagements "6. AI is moving from the datacenter to the Edge. Billions and billions of devices will perform inferences. And they have less space and battery than is available in datacenters. By acquiring Xilinx $AMD has positioned itself to take the whole AI at the Edge market 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1935032405334663196) 2025-06-17 17:50:51 UTC 89.4K followers, 3904 engagements "8. In my view these companies are worth watching very closely because although they have considerable financial risk they're all pointing at multi-trillion dollar opportunities. Much like $TSLA their respective platforms have meaningful odds of taking the whole market over time"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943747211801579565) 2025-07-11 19:00:23 UTC 89.7K followers, 10.7K engagements "2. LLMs are big. If you can store an LLM on chip electrons travel a shorter distance from memory to compute resulting in faster and cheaper inferences. To do that you need a large amount of memory. The graph below shows that $AMD MI355X has one point six times more memory than $NVDA GB200"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774223366328681) 2025-07-14 15:01:21 UTC 89.8K followers, 1695 engagements "Lots of narratives about $SNAP. But nearly half a billion daily active users"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944363878692909092) 2025-07-13 11:50:47 UTC 89.8K followers, 17.7K engagements "6. The world is going to need a huge amount of power if AI scaling laws continue to hold. $IREN's blueprint is a valuable asset for meeting those energy demands. But it is important to note that $IREN carries significant financial risk with negative cash flows 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944383773946102023) 2025-07-13 13:09:51 UTC 89.6K followers, 2824 engagements "2. Revenue per DAU is actually down from $XXXX in Q4 2022 to $XXXXX in Q1 2025 because most of the DAU growth has come from emerging markets. But $SNAP has demonstrated an ability to improve monetisation over time with Snapchat+ rev having gone from zero to $600M/year 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944077843660431777) 2025-07-12 16:54:11 UTC 89.8K followers, 2861 engagements "10. I have been an $AMD shareholder for nearly eleven years and I have never heard Lisa Su exaggerate. In her latest CNBC interview Lisa said the MI355 is the best inference accelerator on the market. If she says it is the best it is very likely true"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774273819672947) 2025-07-14 15:01:33 UTC 89.8K followers, XXX engagements "10. $DUOL trades at more than XX times sales so the stock is definitely not cheap (see the graph below). I could be wrong on my thesis but I believe $DUOL will vastly outperform its current valuation over the next five years. Education incumbents are simply no match"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942983931139121564) 2025-07-09 16:27:22 UTC 89.8K followers, 12.8K engagements "16. So while $ABCL is not yet a viable business it is making strong progress toward becoming a foundational platform in biotech. This thread is not financial advice and should not be taken as such. I provide educational content and financial news for informational purposes only"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945173171734204670) 2025-07-15 17:26:38 UTC 89.8K followers, 13.2K engagements "Medicine does come down to the balance of electrons and protons in the body. Illness is usually the excess of the latter"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944824105183609220) 2025-07-14 18:19:34 UTC 89.8K followers, 37.2K engagements "Reflecting on my life this morning I realise that I've bet my entire online reputation on a boner pill company"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1923312000702066948) 2025-05-16 09:38:09 UTC 89.5K followers, 48.1K engagements "$DUOL is likely to outperform $HIMS in the coming X years"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942943374643732652) 2025-07-09 13:46:13 UTC 89.5K followers, 56.6K engagements "While many debate whether Im retarded Im up: 20x on $PLTR 3x on $HIMS 34x on $AMD 24x on $TSLA 7.8x on $SPOT I believe each of these will be a 100-bagger in time. Investors running old software are being left behind. Bookmark this"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1940006688481832975) 2025-07-01 11:16:52 UTC 89.3K followers, 194.3K engagements "I think investors are sleeping on $SNAP. This could evolve into a big money making opportunity"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944418572538704131) 2025-07-13 15:28:07 UTC 89.8K followers, 43.2K engagements "Investors systematically underestimate what a top decile company can achieve over the long term. $PLTR is only getting started"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944084790790996118) 2025-07-12 17:21:48 UTC 89.8K followers, 18.3K engagements "At the limit this business is about offering optimal patient outcomes for free and using the data to create the best healthcare AI in the market that everyone else uses as a platform"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944695116645462342) 2025-07-14 09:47:01 UTC 89.8K followers, 17.1K engagements "By the way Id much rather be long $HIMS and $DUOL than $SNAP just to be clear"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944364303781404874) 2025-07-13 11:52:29 UTC 89.8K followers, 31.9K engagements "My $PLTR and $SPOT picks have been so successful the haters wish it hadnt happened. $HIMS is next"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942934343933894673) 2025-07-09 13:10:20 UTC 89.5K followers, 38.4K engagements "$DUOL today is like $AMZN XX years ago. It's positioned to take the whole $10T education market much like $AMZN has taken the whole ecommerce market"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943002621578453204) 2025-07-09 17:41:38 UTC 89.8K followers, 173.6K engagements "2. $RKLB $ASTS $IREN and $ABCL are executing the same playbook. It's early days for these three companies and they present considerable financial risk but so far their execution has been flawless"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943747180361396713) 2025-07-11 19:00:15 UTC 89.5K followers, 4807 engagements "I went long $AMD at $XXX and $TSLA at $XX. Next I went long $PLTR at $X $SPOT at $XXXXX and $HIMS at $XX. $DUOL is my next big bet. I believe $DUOL is uniquely positioned to dominate the $10T global education market and reshape how the world learns permanently 🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942983903188271158) 2025-07-09 16:27:16 UTC 89.8K followers, 195.1K engagements "6. Cash from operations still points to $OSCR solving a problem that customers genuinely want addressed unlike $LFMD for now. $OSCR remains fully focused on making health insurance not terrible and the response from customers suggests it is working 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943739391521739156) 2025-07-11 18:29:18 UTC 89.5K followers, 7945 engagements "Most investors dont pick one giga winner in their lives. Ive picked X in a row. $AMD $TSLA $PLTR $SPOT $HIMS"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1941610862977966310) 2025-07-05 21:31:17 UTC 89.8K followers, 68.1K engagements "$SNAP deep dive drops on Monday. Link in bio to receive it in your inbox for free"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943786747080401405) 2025-07-11 21:37:28 UTC 89.7K followers, 16.5K engagements "3. On paper the probability of achieving what $IREN has done so far approaches zero. In addition I have found that $IREN management tends to follow through on their plans and often executes ahead of schedule. They have also delivered operating leverage and are moving toward liquid cooling which is remarkable given the pace at which they are scaling. To me this signals a highly competent management team 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944383760536875178) 2025-07-13 13:09:48 UTC 89.4K followers, 5029 engagements "The $IREN deep dive is live. Link in bio to read it for free. Special thanks to @Agrippa_Inv for all his wonderful work which has helped me learn a lot about $IREN. And thank you to all the community for sharing this investment idea with me"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1940359760303542508) 2025-07-02 10:39:51 UTC 89.7K followers, 79.3K engagements "6. Per $SNAP's execution over the past few years which is far better than the market seems to be pricing in I assign reasonable odds of them seizing the AR/commerce opportunity ahead. Although there is some financial risk 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944077871649112441) 2025-07-12 16:54:18 UTC 89.8K followers, 9576 engagements "I was going to make the $ABCL deep dive light but the science was too interesting. Dropping tomorrow"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1773995594106687972) 2024-03-30 08:48:03 UTC 89.5K followers, 13K engagements "My reply to @joecarlsonshow about the proof of my $AMD $TSLA $PLTR $SPOT and $HIMS extraordinarily succesful picks"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1940086126985060383) 2025-07-01 16:32:32 UTC 89.3K followers, 438.1K engagements "9. I am not currently long $OSCR but I am watching the company closely. The market appears to be pricing in the assumption that Republicans will choose not to renew ACA subsidies and in doing so make their own voters significantly worse off which seems unlikely to me. In the meantime $OSCR's financials continue to support the asymmetric upside thesis 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943739405602009104) 2025-07-11 18:29:21 UTC 89.7K followers, 14.3K engagements "2. $IREN has not just multiplied scale and efficiency over the past few years. They have also launched an AI vertical that is growing quickly. They fund datacenters by mining and selling $BTC then use that infrastructure to run AI workloads for customers 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944383756996898826) 2025-07-13 13:09:47 UTC 89.6K followers, 4365 engagements "1. At $AMD's Advancing AI event CEO Lisa Su announced that the MI355 delivers XX percent more tokens per percent than $NVDA Blackwell. This shows $AMD has a structural advantage in inference"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774217800536169) 2025-07-14 15:01:20 UTC 89.8K followers, 1812 engagements "12. So while the market keeps comparing $AMD to $NVDA on the surface it is missing the bigger picture. I. $AMD's platform offers a structural advantage for inference. II. $AMD is poised to capture significant market share in datacenter inference and become the leading inference player at the Edge"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774282518622682) 2025-07-14 15:01:35 UTC 89.7K followers, XXX engagements "9. For example its nearly impossible for a human to compete with an AI that has observed millions of people learning math and: I. Fully understands what works for each learner. II. Never needs to eat or rest. III. Operates at a fraction of the cost. Hear $DUOL CEO Luis von Ahn explain this 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942983928538632250) 2025-07-09 16:27:22 UTC 89.4K followers, 4604 engagements "I deny having said that $HIMS was going to become a platform that brings top decile healthcare to the masses. There is also no proof of me saying that"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944544603039756517) 2025-07-13 23:48:55 UTC 89.8K followers, 42.3K engagements "The market has left $SNAP for dead. But $SNAP now has 0.5B DAUs and 0.9B MAUs making it the 9th largest social media platform on Earth. And Snapchat+ has grown from X paid subs in Q2 2022 to more than 15M paid subs today and a $600M/year annual rev. run rate 🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944077832998576307) 2025-07-12 16:54:09 UTC 89.8K followers, 68.4K engagements "$PLTR is now building an AI forward deployed engineer. I think I can take off for the summer"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1913533864640729310) 2025-04-19 10:03:19 UTC 89.5K followers, 96.9K engagements "6. $ABCL still feels more like a science project right now. But with continued solid execution it could become the $PLTR of biotech. If ABCL575 and ABCL635 make it through clinical that inflection point might not be far off 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945494432704327842) 2025-07-16 14:43:12 UTC 89.8K followers, 2782 engagements "7. $IREN has secured XXX gigawatts for end customers which is the core of the thesis. Looking ahead I believe it is more likely than not that they will continue to secure additional gigawatts along with greater operating leverage"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944383777469341802) 2025-07-13 13:09:52 UTC 89.4K followers, 2449 engagements "5. This doesn't mean $NVDA won't do well. The market is big enough for both $AMD and $NVDA. But $AMD is working on something else: inference at the Edge. Lisa has been executing quietly and is now starting to speaking up 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1935032402587377924) 2025-06-17 17:50:50 UTC 89.3K followers, 4222 engagements "I'm sorry about saying $PLTR had 100X potential. I went too far"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944066997299687852) 2025-07-12 16:11:05 UTC 89.8K followers, 122.3K engagements "4. $HFG is building out infrastructure to deliver cooked meals to billions cheaper than buying the raw ingredients at a grocery store. Unit economics arent there yet but improving as HelloFresh shifts focus to customers who value time more than money 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945494422713495735) 2025-07-16 14:43:10 UTC 89.8K followers, 4034 engagements "$OSCR is down XX% in the past week. But $OSCR has 20X potential on valuation multiple expansion alone 🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943739364254589219) 2025-07-11 18:29:12 UTC 89.8K followers, 267.3K engagements "However I do genuinely believe the odds are in favour of $PLTR getting XXX times bigger over time if the extraordinary execution continues"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944078043116388625) 2025-07-12 16:54:59 UTC 89.8K followers, 34.5K engagements "5. When $AMD bought Xilinx in 2020 it grabbed a shot at a $200B market no one else had nailed. With FPGA tech $AMD can push AI into any chip giving it a major advantage in edge AI. Dont take my word for it. Just look at their AI PC specs"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1932109986135740884) 2025-06-09 16:18:12 UTC 89.3K followers, 8241 engagements "Im increasingly impressed with the ability of retail investors on X to find compelling investment opportunities. Always worth tuning into the various communities here"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945037727717564898) 2025-07-15 08:28:25 UTC 89.8K followers, 26.1K engagements "7. FPGAs are chips that can take on any form at almost no cost allowing inference to be optimised at the atomic level. Other chips simply cannot match this at the Edge. If you are wondering whether $AMD is already using FPGAs for AI just look at their AI PCs: they include only a CPU and an FPGA"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774256866275798) 2025-07-14 15:01:29 UTC 89.8K followers, 1057 engagements "The implications of the infrastructure $HIMS is building are still misunderstood. This is precision medicine for the masses. Way bigger than $AMZN Prime $NFLX $SPOT and $MSFT Office combined"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945438122658996624) 2025-07-16 10:59:27 UTC 89.8K followers, 26.5K engagements "The main question seems to be whether $NBIS software actually has a moat or not"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944732661903204614) 2025-07-14 12:16:12 UTC 89.8K followers, 29.6K engagements "So now $HIMS can take the whole Canadian GLP-1 market because $NVO forgot to pay XXX Canadian dollars"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942950603564741052) 2025-07-09 14:14:56 UTC 89.8K followers, 124.1K engagements "$PLTR is an artist colony but the $PLTR investor community rejected me for taking a contrarian stance - that the company is likely to get way way bigger when everyone was overwhelmed with the price action. Great investors focus on fundamentals not price action"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944086904447631370) 2025-07-12 17:30:12 UTC 89.8K followers, 24.4K engagements "8. By executing this playbook $TSLA has grown its share price by 23392 percent since its IPO. That happened because the world needs cars and they found a way to produce them at scale more efficiently than anyone else. If the exceptional execution continues $IREN has a real chance of doing the same for datacenters"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944383780539556002) 2025-07-13 13:09:52 UTC 89.8K followers, 9773 engagements "Out of $IREN $OSCR $ASTS and $SNAP which single stock deserves to be on this list"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944440975335587984) 2025-07-13 16:57:09 UTC 89.5K followers, 3230 engagements "I went long $AMD at $XXX. $TSLA at $XX. $SPOT at $XXXXX. $HIMS at $XX. $PLTR at $X. Now I'm watching $RKLB $ASTS $OSCR $HFG $LMND $ABCL and $IREN closely 🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945494405428715550) 2025-07-16 14:43:06 UTC 89.8K followers, 73.1K engagements "$IREN is successfully applying the $TSLA playbook to datacenters🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1940380950288032238) 2025-07-02 12:04:03 UTC 89.8K followers, 124.2K engagements "$HIMS is expanding into Europe and Canada and will soon deploy a new HRT vertical together with at home diagnostics. Meanwhile financials continue to improve exponentially. $HIMS today is a $100+ stock"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944736693216538900) 2025-07-14 12:32:13 UTC 89.8K followers, 61.1K engagements "7. What makes me think $OSCR is a great company is that both the SG&A expense ratio and medical loss ratio hit historical lows in Q1 2025 despite major user growth. This is clear evidence that the team knows how to execute 👇 and I give strong odds they will keep doing so"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943739397502812666) 2025-07-11 18:29:19 UTC 89.8K followers, 7069 engagements "It seems that $SNAP is highly popular with Gen Z folks. I think that a big opportunity is brewing here"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944338477446738413) 2025-07-13 10:09:51 UTC 89.8K followers, 83.2K engagements "I think $DUOL is going to be one of the big winners over the next decade. I see exponential FCF/share growth ahead"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1941913003554672934) 2025-07-06 17:31:53 UTC 89.3K followers, 83K engagements "5. The market has often questioned whether companies like $AMZN $NFLX and $SPOT truly have moats. Their edge has always been speed of iteration and a relentless focus on serving the customer better than anyone else. $DUOL is the company most intensely focused on the education end user"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942983918384202106) 2025-07-09 16:27:19 UTC 89.5K followers, 5760 engagements "The $HIMS thesis might not work but if it does its going to make me $10M in the next X years approximately"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1942916395727008036) 2025-07-09 11:59:01 UTC 89.5K followers, 58.7K engagements "Not dying as a service is the most valuable subscription service humanity could ever build. $HIMS is building this"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943703876802085375) 2025-07-11 16:08:11 UTC 89.3K followers, 36.4K engagements "1. $RKLB is steadily building toward a full-stack space platform. Theyve shown real technical progress pushing boundaries in space innovation though theyre not cash flow positive yet. Neutron development is a financial drag for now but if it pays off the long-term upside could be significant"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945494409153241158) 2025-07-16 14:43:07 UTC 89.8K followers, 4014 engagements "Apparently I should do a deep dive on $NBIUS next and compare it to $IREN"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1943993638783951348) 2025-07-12 11:19:35 UTC 89.7K followers, 69.8K engagements "Companies with no actual competition: X. $PLTR X. $SPOT X. $HIMS X. $TSLA X. $DUOL"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1911366376893129121) 2025-04-13 10:30:30 UTC 89.8K followers, 135.1K engagements "3. $OSCR is trading at just 0.5x sales pricing in a scenario where Republicans go against their own voters and drive up health insurance costs. Like $RKLB and $ASTS $OSCR has shown strong execution and long-term promise by applying the $COST playbook to healthcare insurance👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945494417902653900) 2025-07-16 14:43:09 UTC 89.8K followers, 3667 engagements "I'm more bullish on $HIMS now than before the $NVO schism. $HIMS management has demonstrated that they're laser focused on the end customer no matter what it takes"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1937914240498639294) 2025-06-25 16:42:14 UTC 89.4K followers, 130.9K engagements "13. Lisa believes inference is now at a turning point and that it will be the main driver behind datacenter AI accelerator TAM reaching $XXX billion by 2028 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774288281670048) 2025-07-14 15:01:37 UTC 89.7K followers, XXX engagements "4. Why is inference a big deal Because as $NVDA CEO Jensen Huang says it is about to increase by a billionfold. Inference is how we do useful things with AI and the entire economy will be powered by inferences 👇"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774238373642751) 2025-07-14 15:01:25 UTC 89.8K followers, 2371 engagements "8. However as Zuck and his team seem to believe (see below) $AMD may also have an edge in datacenter inference. Zuck's Llama 405B runs all inferences entirely on $AMD MI300X. This shows strong confidence in $AMD's roadmap"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944774263241601292) 2025-07-14 15:01:31 UTC 89.8K followers, 1188 engagements "7. Much like $TSLA during the Model X phase $IREN has shown it has a blueprint that works. Which is why I think: $IREN will likely keep scaling and build out more datacenters. The AI segment should continue gaining traction. Over time this model has the potential to drive strong profitability: just like $TSLA"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1945494437406359959) 2025-07-16 14:43:14 UTC 89.8K followers, 7753 engagements "Out of $IREN $OSCR $ASTS $LMND and $SNAP which single stock deserves to be on this list"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1944441705823863189) 2025-07-13 17:00:03 UTC 89.8K followers, 155.1K engagements "$OSCR has 20X upside on valuation multiple expansion alone 🧵"  [@alc2022](/creator/x/alc2022) on [X](/post/tweet/1935389486843646401) 2025-06-18 17:29:46 UTC 89.3K followers, 285K engagements
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@alc2022 Antonio Linares
Antonio Linares posts on X about $amd, hims, $hims, $pltr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +118%
- X Month XXXXXXXXXX +42%
- X Months XXXXXXXXXX +148%
- X Year XXXXXXXXXX +479%
Mentions: XXX #
- X Week XXX -XXXX%
- X Month XXX +39%
- X Months XXXXX +83%
- X Year XXXXX +161%
Followers: XXXXXX #
- X Week XXXXXX +1.40%
- X Month XXXXXX +11%
- X Months XXXXXX +82%
- X Year XXXXXX +246%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #817 technology brands #5485 finance #3709 automotive brands #2125 social networks XXX% cryptocurrencies XXX% countries XXXX%
Social topic influence $amd #6, hims #7, $hims #5, $pltr #1, $iren #2, $duol #31, pltr #5, $tsla #37, $snap #8, $spot #271
Top accounts mentioned or mentioned by @danielisdizzy @joinyellowbrick @nikoliasgoninus @globalcollapse @therealzarie @zeff_pena @thebtcminingguy @cmdarnton @007ofwallst @rfizal_izwn @joecarlsonshow @hoochie_pants @bitcoin_few @alanbialo @anongirder @rocket77799 @nighthawktradez @equitymonster83 @whostolery @markbrasier
Top assets mentioned Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) Palantir (PLTR) Iris Energy Limited Ordinary Shares (IREN) Duolingo, Inc. Class A Common Stock (DUOL) Tesla, Inc. (TSLA) Snap, Inc. (SNAP) Spotify Technology (SPOT) Oscar Health, Inc. (OSCR) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Amazon.com, Inc. (AMZN) Lemonade, Inc. (LMND) Costco Hot Dog (COST) Netflix Inc (NFLX) Novo-Nordisk (NVO) Apple, Inc. (AAPL) Bitcoin (BTC) Microsoft Corp. (MSFT) Clear Secure, Inc. (YOU) Costco Wholesale Corporation (COST)
Top Social Posts #
Top posts by engagements in the last XX hours
"9. This is why $AMD represents a highly asymmetric opportunity. They are positioned to gain real share in the datacenter while also owning a large and mostly uncontested opportunity at the Edge. At the same time $AMD's ROCm software is advancing quickly as shown below 👇"
@alc2022 on X 2025-07-14 15:01:32 UTC 89.7K followers, XXX engagements
"@DrTomsLens Im not XXX% clear on the moat no" @alc2022 on X 2025-07-13 17:17:04 UTC 89.8K followers, 12.3K engagements
"Awesome summary of my $IREN deep dive my @MonstaStock" @alc2022 on X 2025-07-02 17:40:46 UTC 89.7K followers, 57.4K engagements
"11. I also believe that as AI matures new workloads will emerge. Just a few years ago no one was talking about inference. Now its everywhere. Looking ahead I believe $AMD's chiplet platform will continue to deliver value by giving customers a total cost of ownership advantage for new AI workloads faster and more cost effectively than the competition" @alc2022 on X 2025-07-14 15:01:34 UTC 89.8K followers, XXX engagements
"3. $RKLB is moving toward becoming a full end-to-end space platform. $RKLB has shown impressive process strength by pushing the boundaries of human achievement in space. It is not yet cash flow positive. The Neutron rocket development is currently a financial drag on $RKLB but if successful the long-term upside could be substantial" @alc2022 on X 2025-07-11 19:00:16 UTC 89.3K followers, 4431 engagements
"I only own these X stocks: X. $PLTR X. $HIMS X. $SPOT X. $TSLA X. $DUOL X. $AMD" @alc2022 on X 2025-07-13 16:52:08 UTC 89.8K followers, 236K engagements
"2. If you believe Republicans are unlikely to anger their own voters by making health insurance significantly more expensive $OSCR looks like a highly asymmetric opportunity. Fair value is likely in the range of X to XX times sales suggesting potential for a XX to XX times move from current levels if regulatory concerns ease. Even a conservative multiple of X times sales looks attractive given revenue growth above XX percent. Reducing subsidies would drive up insurance costs and frustrate Republican voters making it unlikely the GOP would move against its own base" @alc2022 on X 2025-07-11 18:29:14 UTC 89.3K followers, 11.7K engagements
"Stocks track free cash flow per share. Health tracks mitochondrial efficiency" @alc2022 on X 2025-07-14 11:19:04 UTC 89.8K followers, 18.5K engagements
"Although $IREN is much bigger (with XXX gW) both $IREN and $NBIS are scaling really fast. In turn $NBIS is gaining operating leverage unusually fast. This makes me think $NBIS Cloud AI could become an industry standard a bit like $PLTR" @alc2022 on X 2025-07-16 17:05:31 UTC 89.8K followers, 19.7K engagements
"3. $DUOL began by helping people learn languages. Now its teaching music math and even chess. As it expands across subjects and reaches more MAUs $DUOL is building one of the most valuable learning datasets in the world. $DUOL is learning how to teach anything to anyone 👇" @alc2022 on X 2025-07-09 16:27:18 UTC 89.3K followers, 15K engagements
"1. $TSLA stock is up 24000%+ over the past XX years because they've created a machine that churns out EVs faster and cheaper than any other machine. This has been made possible by vertical integration constant iteration and manufacturing facility franchising" @alc2022 on X 2025-07-11 19:00:14 UTC 89.5K followers, 5613 engagements
"4. Many investors assume that so long as Zuck is around $SNAP can't thrive. But the DAU growth and Snapchat+ evolution suggests this is not true. $SNAP's competitive advantage is that it connects you to your friend in the world and doesn't suck you into an alternate VR:" @alc2022 on X 2025-07-12 16:54:15 UTC 89.8K followers, 5480 engagements
"Inference is going up by a billion. $AMD is the inference king" @alc2022 on X 2025-07-15 21:44:22 UTC 89.8K followers, 32K engagements
"7. $RKLB $ASTS $RKLB and $ABCL have negative cash from operations as you can see in the graph below. But that's because they're investing in getting their platforms right. Once they do it'll be hard to produce more and cheaper rockets D2D satellites datacenters and effective drugs than $RKLB $ASTS $IREN and $ABCL" @alc2022 on X 2025-07-11 19:00:20 UTC 89.5K followers, 3595 engagements
"I see many folks on this app now focusing on free cash flow per share" @alc2022 on X 2025-07-14 10:11:09 UTC 89.8K followers, 27.3K engagements
"6. AI is shifting from the datacenter to the Edge. Billions of devices will be running inferences. These devices have limited space and limited battery power compared to what datacenters can offer. With the acquisition of Xilinx $AMD is now in position to lead the entire AI at the Edge market 👇" @alc2022 on X 2025-07-14 15:01:27 UTC 89.8K followers, 1328 engagements
"4. In health insurance $OSCR is putting the $COST playbook to work transforming a typically frustrating experience into something seamless. This operational efficiency is driving rapid subscriber growth by simplifying provider workflows. $OSCRs earnings calls are filled with examples including CEO Mark Bertolinis Q1 2025 commentary" @alc2022 on X 2025-07-11 18:29:16 UTC 89.5K followers, 10.1K engagements
"Companies with 100X potential: X. $PLTR X. $DUOL X. $HIMS X. $ASTS X. $RKLB" @alc2022 on X 2025-05-14 10:22:22 UTC 89.5K followers, 120.1K engagements
"5. $IREN has shown that this blueprint works. Which is why I believe that looking ahead: X. $IREN will keep growing quickly and build many more datacenters. X. The AI vertical will likely gain momentum as well. X. Over time this blueprint will likely generate profits similar to $TSLA" @alc2022 on X 2025-07-13 13:09:50 UTC 89.8K followers, 2809 engagements
"5. Much like $TSLA in the Model X days $IREN has demonstrated that they have a blueprint that works. Therefore I believe it's likely: X. $IREN will keep growing rapidly and build many more datacenters. X. The AI vertical is also likely to gain momentum. X. Over time this blueprint should produce profits much like $TSLA" @alc2022 on X 2025-07-11 19:00:18 UTC 89.3K followers, 11.2K engagements
"I went long $PLTR at $X. Now I see $ABCL turning into the $PLTR of biotech 🧵" @alc2022 on X 2025-07-15 17:26:20 UTC 89.8K followers, 225.3K engagements
"What company should I do a deep dive on after $SNAP" @alc2022 on X 2025-07-11 21:38:36 UTC 89.8K followers, 27.7K engagements
"3. Like any other social network $SNAP's business is about: I. acquiring more users II. and making more money per user. As the evolution of $SNAP's free cash flow per share shows they've executed well since 2022:" @alc2022 on X 2025-07-12 16:54:13 UTC 89.3K followers, 2740 engagements
"6. $ABCL feels more like a science project right now but if they keep executing effectively I believe theyre on track to become the $PLTR of biotech. If ABCL575 and ABCL635 clear clinical trials their platform could come to live quickly👇" @alc2022 on X 2025-07-11 19:00:19 UTC 89.5K followers, 4643 engagements
"2. $ASTS is rolling out a D2D satellite network that could unlock billions in free cash flow almost overnight. Still not cash flow positive like $RKLB but looks to be approaching a key inflection point 👇" @alc2022 on X 2025-07-16 14:43:08 UTC 89.8K followers, 3522 engagements
"Im an early and long term $AMD $TSLA $PLTR $SPOT $HIMS $DUOL investor. My incentives on this platform are to make the best investments possible in public so more people want to buy my course to learn the mental framework behind my picks" @alc2022 on X 2025-06-02 11:18:32 UTC 89.8K followers, 266.4K engagements
"$HIMS and $PLTR earnings on the 4th of August. Entertainment is guaranteed" @alc2022 on X 2025-07-15 08:29:19 UTC 89.8K followers, 37.4K engagements
"5. My impression is that $SNAP is highly customer centric. So long as they remain focused on end customers I believe their network will tend to continue growing successfully. This example particularly caught my eye 👇" @alc2022 on X 2025-07-12 16:54:16 UTC 89.8K followers, 9983 engagements
"1. Most investors still think of $DUOL as just a playful language app. But with 130M MAUs as of Q1 2025 $DUOL is quietly laying the foundation for a smarter more efficient and learner-first global education system. $DUOL today is what $AMZN was to ecommerce two decades ago" @alc2022 on X 2025-07-09 16:27:16 UTC 89.8K followers, 12.7K engagements
"I'm up 20X on $PLTR. And 4X on $HIMS. $DUOL is my next big bet. I believe $DUOL is positioned to take over the entire $10T global education market 🧵" @alc2022 on X 2025-06-20 14:07:02 UTC 89.7K followers, 189.1K engagements
"At home testing paves the path for $HIMS to bring precision medicine to everyone. Combined with peptides this positions $HIMS to prevent illness" @alc2022 on X 2025-07-14 09:44:46 UTC 89.8K followers, 16.3K engagements
"The last two deep dives have been on $OSCR and $IREN. What company next" @alc2022 on X 2025-07-03 12:36:16 UTC 89.5K followers, 89.3K engagements
"All my companies have key man risk. Its reasonable to expect that at least one key man will implode over time" @alc2022 on X 2025-07-15 09:00:12 UTC 89.8K followers, 14.3K engagements
"Id say my brain only become a nice place to be in around X years ago. Before that the intensity of it was largely overwhelming. I couldnt lean into it as I do now" @alc2022 on X 2025-07-14 12:43:09 UTC 89.8K followers, 13.8K engagements
"5. This doesnt mean $NVDA wont perform well. The market is big enough for both $AMD and $NVDA. But $AMD is zeroed in on a different opportunity: inference at the Edge. Lisa has been building quietly and now shes starting to speak up 👇" @alc2022 on X 2025-07-14 15:01:26 UTC 89.8K followers, 1397 engagements
"@theBTCMiningGuy Excellent execution but the point remains. $NBIS software may be trascendental for AI workloads" @alc2022 on X 2025-07-16 17:09:41 UTC 89.8K followers, 1873 engagements
"$PLTR is applying to itself the same flywheels that it enables for its customers. As a result I believe the law of large numbers doesnt apply here. $PLTR should accelerate as it gets bigger" @alc2022 on X 2025-07-12 17:27:37 UTC 89.8K followers, 24.8K engagements
"@TheRealBirnbaum @danielisdizzy Quite a puzzling scenario" @alc2022 on X 2025-07-12 17:56:45 UTC 89.3K followers, XXX engagements
"Over the past month Ive written deep dives on: X. $IREN X. $OSCR X. $SNAP And updates on: X. $LMND X. $ABCL Link in bio to access them for free" @alc2022 on X 2025-07-13 18:38:39 UTC 89.8K followers, 54.3K engagements
"Companies with no competition: X. $PLTR X. $AMD X. $HIMS X. $SPOT X. $DUOL X. $TSLA" @alc2022 on X 2025-06-27 14:11:00 UTC 89.7K followers, 404.1K engagements
"4. The total cost of ownership for $AMD beats $NVDA hands down. MI300X costs about a quarter of what H100 or H200 chips do. As models get bigger and hyperscalers chase efficiency $AMD looks like the smart bet. Just ask Zuck and the rest 👇" @alc2022 on X 2025-06-09 16:18:11 UTC 89.3K followers, 7288 engagements
"5. This does not mean $NVDA will not do well. The market is large enough for both $AMD and $NVDA. But $AMD is focused on something else: inference at the Edge. Lisa has been executing quietly and is now beginning to speak up 👇" @alc2022 on X 2025-06-26 15:28:53 UTC 89.4K followers, 6935 engagements
"6. AI is moving from the datacenter to the Edge. Billions of devices will be running inferences. These devices have less space and less battery power than what is available in datacenters. By acquiring Xilinx $AMD has put itself in position to lead the entire AI at the Edge market 👇" @alc2022 on X 2025-06-26 15:28:54 UTC 89.4K followers, 6638 engagements
"$IREN is successfully applying the $TSLA playbook to datacenters and is positioned to grow exponentially as crypto and AI continue growing fast 🧵" @alc2022 on X 2025-07-13 13:09:45 UTC 89.8K followers, 102.5K engagements
"1. Firstly thanks to @Agrippa_Inv for his wonderful work on $IREN. Secondly the $IREN thesis can be summed up with two data points: X. $IREN compute capacity is up 50X over X years. X. Joules per terahash have dropped XX percent in roughly X years. This is pure process power 👇" @alc2022 on X 2025-07-13 13:09:45 UTC 89.7K followers, 6262 engagements
"I was at the gym in Marbella yesterday outperforming your average Costa del Sol steroid-fueled wrong-doer. The latest peptide cycle has really worked. Tremendous strength and stamina gains in X months" @alc2022 on X 2025-07-14 10:51:17 UTC 89.8K followers, 22.2K engagements
"$AMD is up over XX% from this year's lows. And this is only the beginning. I believe $AMD is the next trillion dollar AI giant ready to capture the entire market 🧵" @alc2022 on X 2025-07-14 15:01:19 UTC 89.8K followers, 71.4K engagements
"@joecarlsonshow My take is you wouldnt be writing essays about me if I wasnt outperforming you. Just my opinion" @alc2022 on X 2025-07-01 22:03:02 UTC 89.5K followers, 9465 engagements
"$RKLB is the machine that builds rockets. $ASTS is the machine that builds D2D satellites. $IREN is the machine that builds datacenters. $ABCL is the machine that builds drugs. All four are following the $TSLA playbook and are positioned to take the whole market 🧵" @alc2022 on X 2025-07-11 19:00:14 UTC 89.8K followers, 130.8K engagements
"3. The question is why can $AMD add more memory to its chips than $NVDA The answer is that they have spent over a decade developing their chiplet platform which lets them combine different compute engines at a marginal cost. This gives $AMD a structural advantage in inference" @alc2022 on X 2025-07-14 15:01:22 UTC 89.8K followers, 1456 engagements
"The biggest shock for folks is going to be when $PLTR $HIMS and $DUOL do get XXX times bigger" @alc2022 on X 2025-07-10 11:47:35 UTC 89.3K followers, 56K engagements
"14. While success is never guaranteed I believe $AMD is ideally positioned for the coming inference boom. The runway ahead is massive as AI keeps expanding. My original $AMD investment is up thirty times (from $4.2) and I believe $AMD will be my first XXX times everand then much more over the long term" @alc2022 on X 2025-07-14 15:01:38 UTC 89.8K followers, 8310 engagements
"4. Ive said many times on X that $TSLAs humanoid robots wont unlock real enterprise value until they can run because they need the right data to train on. $DUOL is no different. The future of AI-powered teaching will depend on who holds the most complete and proven education dataset. $DUOL is quietly becoming that foundation" @alc2022 on X 2025-07-09 16:27:19 UTC 89.5K followers, 5696 engagements
"$ABCL is increasingly positioned to cure any illness in the human body. There's lots of financial risk and $ABCL is not yet a viable business. But the platform is fascinating and is worth watching closely" @alc2022 on X 2025-06-11 09:45:29 UTC 89.6K followers, 71.7K engagements
"When studying a network you'll always find people that hate it and others that love it. Some people love $AAPL music but $SPOT is nearly a ten bagger now. MAUs/DAUs and FCF/share (afterwards) don't lie" @alc2022 on X 2025-07-10 11:28:14 UTC 89.7K followers, 17.5K engagements
"1. $SNAP is remarkably undervalued for the size of its network. The market has left $SNAP for dead since 2022 but DAUs (daily active users) are up from 375M in Q4 2022 to 460M in Q1 2025" @alc2022 on X 2025-07-12 16:54:10 UTC 89.7K followers, 3291 engagements
"4. Now why do I say $IREN is successfully applying the $TSLA playbook to datacenters $TSLA's financial success over the past decade comes down to one key moment the Model X production hell. That experience gave them a repeatable manufacturing blueprint which is exactly what $IREN is building 👇" @alc2022 on X 2025-07-13 13:09:49 UTC 89.8K followers, 3155 engagements
"4. $ASTS is building a network of direct-to-device satellites that is increasingly set to generate billions of dollars in free cash flow quickly. Like $RKLB it is not yet cash flow positive but appears to be hitting an inflection point 👇" @alc2022 on X 2025-07-11 19:00:17 UTC 89.3K followers, 4096 engagements
"6. AI is moving from the datacenter to the Edge. Billions and billions of devices will perform inferences. And they have less space and battery than is available in datacenters. By acquiring Xilinx $AMD has positioned itself to take the whole AI at the Edge market 👇" @alc2022 on X 2025-06-17 17:50:51 UTC 89.4K followers, 3904 engagements
"8. In my view these companies are worth watching very closely because although they have considerable financial risk they're all pointing at multi-trillion dollar opportunities. Much like $TSLA their respective platforms have meaningful odds of taking the whole market over time" @alc2022 on X 2025-07-11 19:00:23 UTC 89.7K followers, 10.7K engagements
"2. LLMs are big. If you can store an LLM on chip electrons travel a shorter distance from memory to compute resulting in faster and cheaper inferences. To do that you need a large amount of memory. The graph below shows that $AMD MI355X has one point six times more memory than $NVDA GB200" @alc2022 on X 2025-07-14 15:01:21 UTC 89.8K followers, 1695 engagements
"Lots of narratives about $SNAP. But nearly half a billion daily active users" @alc2022 on X 2025-07-13 11:50:47 UTC 89.8K followers, 17.7K engagements
"6. The world is going to need a huge amount of power if AI scaling laws continue to hold. $IREN's blueprint is a valuable asset for meeting those energy demands. But it is important to note that $IREN carries significant financial risk with negative cash flows 👇" @alc2022 on X 2025-07-13 13:09:51 UTC 89.6K followers, 2824 engagements
"2. Revenue per DAU is actually down from $XXXX in Q4 2022 to $XXXXX in Q1 2025 because most of the DAU growth has come from emerging markets. But $SNAP has demonstrated an ability to improve monetisation over time with Snapchat+ rev having gone from zero to $600M/year 👇" @alc2022 on X 2025-07-12 16:54:11 UTC 89.8K followers, 2861 engagements
"10. I have been an $AMD shareholder for nearly eleven years and I have never heard Lisa Su exaggerate. In her latest CNBC interview Lisa said the MI355 is the best inference accelerator on the market. If she says it is the best it is very likely true" @alc2022 on X 2025-07-14 15:01:33 UTC 89.8K followers, XXX engagements
"10. $DUOL trades at more than XX times sales so the stock is definitely not cheap (see the graph below). I could be wrong on my thesis but I believe $DUOL will vastly outperform its current valuation over the next five years. Education incumbents are simply no match" @alc2022 on X 2025-07-09 16:27:22 UTC 89.8K followers, 12.8K engagements
"16. So while $ABCL is not yet a viable business it is making strong progress toward becoming a foundational platform in biotech. This thread is not financial advice and should not be taken as such. I provide educational content and financial news for informational purposes only" @alc2022 on X 2025-07-15 17:26:38 UTC 89.8K followers, 13.2K engagements
"Medicine does come down to the balance of electrons and protons in the body. Illness is usually the excess of the latter" @alc2022 on X 2025-07-14 18:19:34 UTC 89.8K followers, 37.2K engagements
"Reflecting on my life this morning I realise that I've bet my entire online reputation on a boner pill company" @alc2022 on X 2025-05-16 09:38:09 UTC 89.5K followers, 48.1K engagements
"$DUOL is likely to outperform $HIMS in the coming X years" @alc2022 on X 2025-07-09 13:46:13 UTC 89.5K followers, 56.6K engagements
"While many debate whether Im retarded Im up: 20x on $PLTR 3x on $HIMS 34x on $AMD 24x on $TSLA 7.8x on $SPOT I believe each of these will be a 100-bagger in time. Investors running old software are being left behind. Bookmark this" @alc2022 on X 2025-07-01 11:16:52 UTC 89.3K followers, 194.3K engagements
"I think investors are sleeping on $SNAP. This could evolve into a big money making opportunity" @alc2022 on X 2025-07-13 15:28:07 UTC 89.8K followers, 43.2K engagements
"Investors systematically underestimate what a top decile company can achieve over the long term. $PLTR is only getting started" @alc2022 on X 2025-07-12 17:21:48 UTC 89.8K followers, 18.3K engagements
"At the limit this business is about offering optimal patient outcomes for free and using the data to create the best healthcare AI in the market that everyone else uses as a platform" @alc2022 on X 2025-07-14 09:47:01 UTC 89.8K followers, 17.1K engagements
"By the way Id much rather be long $HIMS and $DUOL than $SNAP just to be clear" @alc2022 on X 2025-07-13 11:52:29 UTC 89.8K followers, 31.9K engagements
"My $PLTR and $SPOT picks have been so successful the haters wish it hadnt happened. $HIMS is next" @alc2022 on X 2025-07-09 13:10:20 UTC 89.5K followers, 38.4K engagements
"$DUOL today is like $AMZN XX years ago. It's positioned to take the whole $10T education market much like $AMZN has taken the whole ecommerce market" @alc2022 on X 2025-07-09 17:41:38 UTC 89.8K followers, 173.6K engagements
"2. $RKLB $ASTS $IREN and $ABCL are executing the same playbook. It's early days for these three companies and they present considerable financial risk but so far their execution has been flawless" @alc2022 on X 2025-07-11 19:00:15 UTC 89.5K followers, 4807 engagements
"I went long $AMD at $XXX and $TSLA at $XX. Next I went long $PLTR at $X $SPOT at $XXXXX and $HIMS at $XX. $DUOL is my next big bet. I believe $DUOL is uniquely positioned to dominate the $10T global education market and reshape how the world learns permanently 🧵" @alc2022 on X 2025-07-09 16:27:16 UTC 89.8K followers, 195.1K engagements
"6. Cash from operations still points to $OSCR solving a problem that customers genuinely want addressed unlike $LFMD for now. $OSCR remains fully focused on making health insurance not terrible and the response from customers suggests it is working 👇" @alc2022 on X 2025-07-11 18:29:18 UTC 89.5K followers, 7945 engagements
"Most investors dont pick one giga winner in their lives. Ive picked X in a row. $AMD $TSLA $PLTR $SPOT $HIMS" @alc2022 on X 2025-07-05 21:31:17 UTC 89.8K followers, 68.1K engagements
"$SNAP deep dive drops on Monday. Link in bio to receive it in your inbox for free" @alc2022 on X 2025-07-11 21:37:28 UTC 89.7K followers, 16.5K engagements
"3. On paper the probability of achieving what $IREN has done so far approaches zero. In addition I have found that $IREN management tends to follow through on their plans and often executes ahead of schedule. They have also delivered operating leverage and are moving toward liquid cooling which is remarkable given the pace at which they are scaling. To me this signals a highly competent management team 👇" @alc2022 on X 2025-07-13 13:09:48 UTC 89.4K followers, 5029 engagements
"The $IREN deep dive is live. Link in bio to read it for free. Special thanks to @Agrippa_Inv for all his wonderful work which has helped me learn a lot about $IREN. And thank you to all the community for sharing this investment idea with me" @alc2022 on X 2025-07-02 10:39:51 UTC 89.7K followers, 79.3K engagements
"6. Per $SNAP's execution over the past few years which is far better than the market seems to be pricing in I assign reasonable odds of them seizing the AR/commerce opportunity ahead. Although there is some financial risk 👇" @alc2022 on X 2025-07-12 16:54:18 UTC 89.8K followers, 9576 engagements
"I was going to make the $ABCL deep dive light but the science was too interesting. Dropping tomorrow" @alc2022 on X 2024-03-30 08:48:03 UTC 89.5K followers, 13K engagements
"My reply to @joecarlsonshow about the proof of my $AMD $TSLA $PLTR $SPOT and $HIMS extraordinarily succesful picks" @alc2022 on X 2025-07-01 16:32:32 UTC 89.3K followers, 438.1K engagements
"9. I am not currently long $OSCR but I am watching the company closely. The market appears to be pricing in the assumption that Republicans will choose not to renew ACA subsidies and in doing so make their own voters significantly worse off which seems unlikely to me. In the meantime $OSCR's financials continue to support the asymmetric upside thesis 👇" @alc2022 on X 2025-07-11 18:29:21 UTC 89.7K followers, 14.3K engagements
"2. $IREN has not just multiplied scale and efficiency over the past few years. They have also launched an AI vertical that is growing quickly. They fund datacenters by mining and selling $BTC then use that infrastructure to run AI workloads for customers 👇" @alc2022 on X 2025-07-13 13:09:47 UTC 89.6K followers, 4365 engagements
"1. At $AMD's Advancing AI event CEO Lisa Su announced that the MI355 delivers XX percent more tokens per percent than $NVDA Blackwell. This shows $AMD has a structural advantage in inference" @alc2022 on X 2025-07-14 15:01:20 UTC 89.8K followers, 1812 engagements
"12. So while the market keeps comparing $AMD to $NVDA on the surface it is missing the bigger picture. I. $AMD's platform offers a structural advantage for inference. II. $AMD is poised to capture significant market share in datacenter inference and become the leading inference player at the Edge" @alc2022 on X 2025-07-14 15:01:35 UTC 89.7K followers, XXX engagements
"9. For example its nearly impossible for a human to compete with an AI that has observed millions of people learning math and: I. Fully understands what works for each learner. II. Never needs to eat or rest. III. Operates at a fraction of the cost. Hear $DUOL CEO Luis von Ahn explain this 👇" @alc2022 on X 2025-07-09 16:27:22 UTC 89.4K followers, 4604 engagements
"I deny having said that $HIMS was going to become a platform that brings top decile healthcare to the masses. There is also no proof of me saying that" @alc2022 on X 2025-07-13 23:48:55 UTC 89.8K followers, 42.3K engagements
"The market has left $SNAP for dead. But $SNAP now has 0.5B DAUs and 0.9B MAUs making it the 9th largest social media platform on Earth. And Snapchat+ has grown from X paid subs in Q2 2022 to more than 15M paid subs today and a $600M/year annual rev. run rate 🧵" @alc2022 on X 2025-07-12 16:54:09 UTC 89.8K followers, 68.4K engagements
"$PLTR is now building an AI forward deployed engineer. I think I can take off for the summer" @alc2022 on X 2025-04-19 10:03:19 UTC 89.5K followers, 96.9K engagements
"6. $ABCL still feels more like a science project right now. But with continued solid execution it could become the $PLTR of biotech. If ABCL575 and ABCL635 make it through clinical that inflection point might not be far off 👇" @alc2022 on X 2025-07-16 14:43:12 UTC 89.8K followers, 2782 engagements
"7. $IREN has secured XXX gigawatts for end customers which is the core of the thesis. Looking ahead I believe it is more likely than not that they will continue to secure additional gigawatts along with greater operating leverage" @alc2022 on X 2025-07-13 13:09:52 UTC 89.4K followers, 2449 engagements
"5. This doesn't mean $NVDA won't do well. The market is big enough for both $AMD and $NVDA. But $AMD is working on something else: inference at the Edge. Lisa has been executing quietly and is now starting to speaking up 👇" @alc2022 on X 2025-06-17 17:50:50 UTC 89.3K followers, 4222 engagements
"I'm sorry about saying $PLTR had 100X potential. I went too far" @alc2022 on X 2025-07-12 16:11:05 UTC 89.8K followers, 122.3K engagements
"4. $HFG is building out infrastructure to deliver cooked meals to billions cheaper than buying the raw ingredients at a grocery store. Unit economics arent there yet but improving as HelloFresh shifts focus to customers who value time more than money 👇" @alc2022 on X 2025-07-16 14:43:10 UTC 89.8K followers, 4034 engagements
"$OSCR is down XX% in the past week. But $OSCR has 20X potential on valuation multiple expansion alone 🧵" @alc2022 on X 2025-07-11 18:29:12 UTC 89.8K followers, 267.3K engagements
"However I do genuinely believe the odds are in favour of $PLTR getting XXX times bigger over time if the extraordinary execution continues" @alc2022 on X 2025-07-12 16:54:59 UTC 89.8K followers, 34.5K engagements
"5. When $AMD bought Xilinx in 2020 it grabbed a shot at a $200B market no one else had nailed. With FPGA tech $AMD can push AI into any chip giving it a major advantage in edge AI. Dont take my word for it. Just look at their AI PC specs" @alc2022 on X 2025-06-09 16:18:12 UTC 89.3K followers, 8241 engagements
"Im increasingly impressed with the ability of retail investors on X to find compelling investment opportunities. Always worth tuning into the various communities here" @alc2022 on X 2025-07-15 08:28:25 UTC 89.8K followers, 26.1K engagements
"7. FPGAs are chips that can take on any form at almost no cost allowing inference to be optimised at the atomic level. Other chips simply cannot match this at the Edge. If you are wondering whether $AMD is already using FPGAs for AI just look at their AI PCs: they include only a CPU and an FPGA" @alc2022 on X 2025-07-14 15:01:29 UTC 89.8K followers, 1057 engagements
"The implications of the infrastructure $HIMS is building are still misunderstood. This is precision medicine for the masses. Way bigger than $AMZN Prime $NFLX $SPOT and $MSFT Office combined" @alc2022 on X 2025-07-16 10:59:27 UTC 89.8K followers, 26.5K engagements
"The main question seems to be whether $NBIS software actually has a moat or not" @alc2022 on X 2025-07-14 12:16:12 UTC 89.8K followers, 29.6K engagements
"So now $HIMS can take the whole Canadian GLP-1 market because $NVO forgot to pay XXX Canadian dollars" @alc2022 on X 2025-07-09 14:14:56 UTC 89.8K followers, 124.1K engagements
"$PLTR is an artist colony but the $PLTR investor community rejected me for taking a contrarian stance - that the company is likely to get way way bigger when everyone was overwhelmed with the price action. Great investors focus on fundamentals not price action" @alc2022 on X 2025-07-12 17:30:12 UTC 89.8K followers, 24.4K engagements
"8. By executing this playbook $TSLA has grown its share price by 23392 percent since its IPO. That happened because the world needs cars and they found a way to produce them at scale more efficiently than anyone else. If the exceptional execution continues $IREN has a real chance of doing the same for datacenters" @alc2022 on X 2025-07-13 13:09:52 UTC 89.8K followers, 9773 engagements
"Out of $IREN $OSCR $ASTS and $SNAP which single stock deserves to be on this list" @alc2022 on X 2025-07-13 16:57:09 UTC 89.5K followers, 3230 engagements
"I went long $AMD at $XXX. $TSLA at $XX. $SPOT at $XXXXX. $HIMS at $XX. $PLTR at $X. Now I'm watching $RKLB $ASTS $OSCR $HFG $LMND $ABCL and $IREN closely 🧵" @alc2022 on X 2025-07-16 14:43:06 UTC 89.8K followers, 73.1K engagements
"$IREN is successfully applying the $TSLA playbook to datacenters🧵" @alc2022 on X 2025-07-02 12:04:03 UTC 89.8K followers, 124.2K engagements
"$HIMS is expanding into Europe and Canada and will soon deploy a new HRT vertical together with at home diagnostics. Meanwhile financials continue to improve exponentially. $HIMS today is a $100+ stock" @alc2022 on X 2025-07-14 12:32:13 UTC 89.8K followers, 61.1K engagements
"7. What makes me think $OSCR is a great company is that both the SG&A expense ratio and medical loss ratio hit historical lows in Q1 2025 despite major user growth. This is clear evidence that the team knows how to execute 👇 and I give strong odds they will keep doing so" @alc2022 on X 2025-07-11 18:29:19 UTC 89.8K followers, 7069 engagements
"It seems that $SNAP is highly popular with Gen Z folks. I think that a big opportunity is brewing here" @alc2022 on X 2025-07-13 10:09:51 UTC 89.8K followers, 83.2K engagements
"I think $DUOL is going to be one of the big winners over the next decade. I see exponential FCF/share growth ahead" @alc2022 on X 2025-07-06 17:31:53 UTC 89.3K followers, 83K engagements
"5. The market has often questioned whether companies like $AMZN $NFLX and $SPOT truly have moats. Their edge has always been speed of iteration and a relentless focus on serving the customer better than anyone else. $DUOL is the company most intensely focused on the education end user" @alc2022 on X 2025-07-09 16:27:19 UTC 89.5K followers, 5760 engagements
"The $HIMS thesis might not work but if it does its going to make me $10M in the next X years approximately" @alc2022 on X 2025-07-09 11:59:01 UTC 89.5K followers, 58.7K engagements
"Not dying as a service is the most valuable subscription service humanity could ever build. $HIMS is building this" @alc2022 on X 2025-07-11 16:08:11 UTC 89.3K followers, 36.4K engagements
"1. $RKLB is steadily building toward a full-stack space platform. Theyve shown real technical progress pushing boundaries in space innovation though theyre not cash flow positive yet. Neutron development is a financial drag for now but if it pays off the long-term upside could be significant" @alc2022 on X 2025-07-16 14:43:07 UTC 89.8K followers, 4014 engagements
"Apparently I should do a deep dive on $NBIUS next and compare it to $IREN" @alc2022 on X 2025-07-12 11:19:35 UTC 89.7K followers, 69.8K engagements
"Companies with no actual competition: X. $PLTR X. $SPOT X. $HIMS X. $TSLA X. $DUOL" @alc2022 on X 2025-04-13 10:30:30 UTC 89.8K followers, 135.1K engagements
"3. $OSCR is trading at just 0.5x sales pricing in a scenario where Republicans go against their own voters and drive up health insurance costs. Like $RKLB and $ASTS $OSCR has shown strong execution and long-term promise by applying the $COST playbook to healthcare insurance👇" @alc2022 on X 2025-07-16 14:43:09 UTC 89.8K followers, 3667 engagements
"I'm more bullish on $HIMS now than before the $NVO schism. $HIMS management has demonstrated that they're laser focused on the end customer no matter what it takes" @alc2022 on X 2025-06-25 16:42:14 UTC 89.4K followers, 130.9K engagements
"13. Lisa believes inference is now at a turning point and that it will be the main driver behind datacenter AI accelerator TAM reaching $XXX billion by 2028 👇" @alc2022 on X 2025-07-14 15:01:37 UTC 89.7K followers, XXX engagements
"4. Why is inference a big deal Because as $NVDA CEO Jensen Huang says it is about to increase by a billionfold. Inference is how we do useful things with AI and the entire economy will be powered by inferences 👇" @alc2022 on X 2025-07-14 15:01:25 UTC 89.8K followers, 2371 engagements
"8. However as Zuck and his team seem to believe (see below) $AMD may also have an edge in datacenter inference. Zuck's Llama 405B runs all inferences entirely on $AMD MI300X. This shows strong confidence in $AMD's roadmap" @alc2022 on X 2025-07-14 15:01:31 UTC 89.8K followers, 1188 engagements
"7. Much like $TSLA during the Model X phase $IREN has shown it has a blueprint that works. Which is why I think: $IREN will likely keep scaling and build out more datacenters. The AI segment should continue gaining traction. Over time this model has the potential to drive strong profitability: just like $TSLA" @alc2022 on X 2025-07-16 14:43:14 UTC 89.8K followers, 7753 engagements
"Out of $IREN $OSCR $ASTS $LMND and $SNAP which single stock deserves to be on this list" @alc2022 on X 2025-07-13 17:00:03 UTC 89.8K followers, 155.1K engagements
"$OSCR has 20X upside on valuation multiple expansion alone 🧵" @alc2022 on X 2025-06-18 17:29:46 UTC 89.3K followers, 285K engagements