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[@OwlWealthy](/creator/twitter/OwlWealthy)
"3/ $PLTR Palantir Palantir is building the operating system for AI in the enterprise. Their AIP product turns LLMs into agents that can act on secure structured datapowered by a deep ontology layer few can match. A model-agnostic approach + high barriers to entry = durable moat"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1944605943255429415) 2025-07-14 03:52:40 UTC 2957 followers, XXX engagements


"7/ $UBER Uber Uber has already transformed urban mobility. But its next chapter - autonomy - could be even bigger. With AI optimizing routes pricing and logistics and AV partnerships (Waymo Aurora etc.) scaling Uber could expand its TAM dramatically. Still early. Still undervalued"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1944605974440108482) 2025-07-14 03:52:47 UTC 2955 followers, XX engagements


"2/ Being right on a stock like $RBLX doesnt matter if you only own crumbs. Conviction means understanding the upside (AI-driven immersive platform creator economy) and sizing the bet so a win actually moves the needle"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1947192150682423721) 2025-07-21 07:09:20 UTC 2956 followers, XX engagements


"Maybelline New York just launched their first shoppable on $RBLX using Amazon Commerce API 🎉"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1946696443529716008) 2025-07-19 22:19:34 UTC 2957 followers, 2242 engagements


"🧵 Roblox CEO Dave Baszucki just dropped a masterclass on where the platform is heading. From AI-native worldbuilding to stablecoin-like economies and photorealistic 3D infra here are the biggest takeaways for long-term investors in $RBLX 👇 1/ Roblox isnt just a gaming platform. Its building a connection layer for the immersive internet a hardware-agnostic real-time 3D experience engine spanning play social commerce and education. Vision: 1B DAUs XX% of global gaming"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1946033945029783966) 2025-07-18 02:27:02 UTC 2955 followers, XXX engagements


"3/ Not every bet pays off - $UBER faced years of skepticism before network effects and AV started to click. But by spreading smart bets across high-probability plays you let the winners compound while surviving the losers"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1947192153601642736) 2025-07-21 07:09:21 UTC 2957 followers, XXX engagements


"Long $RBLX So much momentum with CCU monetization and stock price"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1946739676192399642) 2025-07-20 01:11:22 UTC 2956 followers, XXX engagements


"The most underrated AI play on the market Long $RBLX"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1947372631684223073) 2025-07-21 19:06:30 UTC 2957 followers, XXX engagements


"Roblox is on an execution tear. 🚀 Stock up XXX% YoY 🎮 Hit games (99 Nights Grow a Garden) driving record engagement. 📊 Q1 bookings +31% YoY to $1.2B DAUs +26% to 97.8M FY24 free cash flow +417% to $641M. 🤖 AI creator tools & better discovery fueling the flywheel. $RBLX isnt just winning its compounding. Long"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1946181496374808633) 2025-07-18 12:13:21 UTC 2957 followers, XXX engagements


"I remember feeling the momentum behind $PLTR two years ago and the excitement it gave me about future gains. $PLTR is now a XX bagger for me. I now feel the exact same with $RBLX. Hopefully the payoff will be the same :)"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1946760424038559908) 2025-07-20 02:33:48 UTC 2957 followers, XXX engagements


"1/ Your edge comes from tilting probabilities in your favor. When I invested in $PLTR it wasnt about guessing next quarters earnings. It was about recognizing that Palantirs data + AI moat gives it a higher probability of compounding value for years"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1947192148035785199) 2025-07-21 07:09:19 UTC 2957 followers, XX engagements


"8/ $JPM JPMorgan No bank is betting more on AI than JPM. $17B tech budget. 2000+ AI experts. Top ranking in the Evident AI Index. As AI rewires finance JPMs early investments in AI and operational scale could drive serious efficiency - and faster dividend growth"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1944605983466287258) 2025-07-14 03:52:50 UTC 2955 followers, XX engagements


"Nebius Group N.V. $NBIS - is a David vs. Goliath AI cloud play positioned as a pure bet on AI infrastructure growth while Azure and $GOOG are diversified tech giants. Nebius has higher potential upside if it captures even a sliver of AI cloud demand - but this comes with higher risk as its still early stage Heres why Im intrigued (but still in learning mode): 1/ The Megatrend is Real Nebius rides the explosive AI cloud wave. Demand for scalable GPU-powered compute is outpacing supply. $NVDA surge is just one signal - AI infrastructure is now a multi-year secular tailwind. 2/ Room to Grow But"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1947095889950200188) 2025-07-21 00:46:50 UTC 2958 followers, XXX engagements


"🦉 Wealthy Owl Take: Robloxs Licensing Platform - Is it a Big Deal for Growth Investors 1/ $RBLX just launched a self-serve licensing platform that puts blockbuster IPfrom Stranger Things to Twilightinto the hands of creators. This isnt just a new feature. Its a flywheel accelerant for the platform"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1945262301512417360) 2025-07-15 23:20:48 UTC 2956 followers, 1286 engagements


"🦉 AI Boom Playbook No thesis is bulletproof. Timing AIs waves is unpredictable and bulls (like me) may overestimate adoption speed. But cycles reverse - and patient mindful investors with the right plays come out stronger. Long-term holds (AI ecosystems & apps): $PLTR AI for enterprise $RBLX AI-powered creator network $UBER AI-powered logistics & hybrid autonomous network $META leading AI research + AR/VR $AMZN $GOOG $MSFT AI compute & services Short-term trades (AI tailwinds): $TSM $AMD $AMAT AI chip surge $ORCL new AI-era cloud titan $NOW enterprise AI adoption $NBIS David vs Goliath AI"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1947885884516466854) 2025-07-23 05:05:59 UTC 2957 followers, XX engagements


"Still a rental for me but Im holding $ORCL for now"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1947655236455436510) 2025-07-22 13:49:28 UTC 2957 followers, XXX engagements


"🦉 Long $RBLX Roblox just introduced a game-changer: Augmented Vertex Block Descent (AVBD) - a breakthrough physics solver Key investor takeaways: Hyper-stable & scalable AVBD guarantees real-time glitch-free simulation even in complex scenes with millions of rigid bodies Performance leap Runs at XXX FPS on consumer GPUs while maintaining precision Competitive moat Roblox now boasts physics tech ahead of many engines raising the bar for immersive metaverse experiences Engine-level impact Better physics = smoother gameplay more reliable development bigger creator ecosystem more engagement and"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1944963231786918268) 2025-07-15 03:32:24 UTC 2957 followers, XXX engagements


"@BoxLongs I was able to do that with palantir so expect that I can do same w/ Roblox. Though as I did with pltr I will sell very small position along the way. I loaded up on both so small position is small"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1946924496499482962) 2025-07-20 13:25:46 UTC 2957 followers, XX engagements


"Investing isnt about prediction - its about stacking probabilities. Research builds your edge. Your thesis tells you when the upside crushes the downside. The best investors think like poker players not fortune tellers. 🧵"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1947192144147681790) 2025-07-21 07:09:18 UTC 2957 followers, XXX engagements


"$RBLX is up XX% YTD and the tailwinds are still blowing. Heres whats driving Robloxs next leg of growth: 98M DAUs (+26% YoY) $5.3B+ bookings forecast Creator economy flywheel Ads subs & AI tools expanding monetization Platform = infrastructure for the immersive internet This isnt just gaming its the foundation of a new digital economy. Dont sleep on $RBLX retail"  
![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1159118682477477889.png) [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1945004834400383369) 2025-07-15 06:17:43 UTC 2957 followers, XXX engagements