[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.] [@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](/creator/x/OwlWealthy) on [X](/post/tweet/1944605943255429415) 2025-07-14 03:52:40 UTC 2955 followers, XXX engagements "Maybelline New York just launched their first shoppable on $RBLX using Amazon Commerce API 🎉"  [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1946696443529716008) 2025-07-19 22:19:34 UTC 2957 followers, 2391 engagements "2/ $RBLX started as a playground for hobbyists Now its a high-stakes creator-driven economy: 100M+ daily users (soon) Top XX devs earned $36M each last year Creator payouts may top $1B in 2025 Hit games now sell for XX figures"  [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1943728226150351008) 2025-07-11 17:44:56 UTC 2957 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](/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](/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](/creator/x/OwlWealthy) on [X](/post/tweet/1947372631684223073) 2025-07-21 19:06:30 UTC 2956 followers, 1021 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](/creator/x/OwlWealthy) on [X](/post/tweet/1946760424038559908) 2025-07-20 02:33:48 UTC 2956 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](/creator/x/OwlWealthy) on [X](/post/tweet/1947192148035785199) 2025-07-21 07:09:19 UTC 2956 followers, XX engagements "ServiceNow is leaning hard into AI-driven demand $NOW just crushed Q2. EPS of $XXXX vs $XXXX est. revenue $3.22B vs $3.12B est. Subscription revenue surged XX% to $3.11B. Guidance raised to $12.775$12.795B. Shares jumped X% after hours. Q2 was a spectacular quarter across the board CFO Gina Mastantuono. Every business process in every industry is being refactored for agentic AI CEO Bill McDermott"  [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1948268361844195601) 2025-07-24 06:25:49 UTC 2957 followers, XXX 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](/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](/creator/x/OwlWealthy) on [X](/post/tweet/1945262301512417360) 2025-07-15 23:20:48 UTC 2955 followers, 1292 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](/creator/x/OwlWealthy) on [X](/post/tweet/1947885884516466854) 2025-07-23 05:05:59 UTC 2956 followers, XXX engagements "Still a rental for me but Im holding $ORCL for now"  [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1947655236455436510) 2025-07-22 13:49:28 UTC 2957 followers, XXX engagements "$ORCL Rental for me more wind behind the sail"  [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1947889035999121716) 2025-07-23 05:18:30 UTC 2956 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](/creator/x/OwlWealthy) on [X](/post/tweet/1944963231786918268) 2025-07-15 03:32:24 UTC 2956 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](/creator/x/OwlWealthy) on [X](/post/tweet/1946924496499482962) 2025-07-20 13:25:46 UTC 2956 followers, XX engagements "1/ A 19-year-old built an anime-style soccer game on $RBLX in X months. It hit 1M concurrent players and generated $5M/month for the platform. He sold it for $3M+ - without ever revealing his name. $RBLX is quietly becoming the next YouTube"  [@OwlWealthy](/creator/x/OwlWealthy) on [X](/post/tweet/1943728223252033651) 2025-07-11 17:44:55 UTC 2956 followers, 10.2K 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](/creator/x/OwlWealthy) on [X](/post/tweet/1947192144147681790) 2025-07-21 07:09:18 UTC 2956 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@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 on X 2025-07-14 03:52:40 UTC 2955 followers, XXX engagements
"Maybelline New York just launched their first shoppable on $RBLX using Amazon Commerce API 🎉" @OwlWealthy on X 2025-07-19 22:19:34 UTC 2957 followers, 2391 engagements
"2/ $RBLX started as a playground for hobbyists Now its a high-stakes creator-driven economy: 100M+ daily users (soon) Top XX devs earned $36M each last year Creator payouts may top $1B in 2025 Hit games now sell for XX figures" @OwlWealthy on X 2025-07-11 17:44:56 UTC 2957 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 on X 2025-07-21 07:09:21 UTC 2957 followers, XXX engagements
"Long $RBLX So much momentum with CCU monetization and stock price" @OwlWealthy on X 2025-07-20 01:11:22 UTC 2956 followers, XXX engagements
"The most underrated AI play on the market Long $RBLX" @OwlWealthy on X 2025-07-21 19:06:30 UTC 2956 followers, 1021 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 on X 2025-07-20 02:33:48 UTC 2956 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 on X 2025-07-21 07:09:19 UTC 2956 followers, XX engagements
"ServiceNow is leaning hard into AI-driven demand $NOW just crushed Q2. EPS of $XXXX vs $XXXX est. revenue $3.22B vs $3.12B est. Subscription revenue surged XX% to $3.11B. Guidance raised to $12.775$12.795B. Shares jumped X% after hours. Q2 was a spectacular quarter across the board CFO Gina Mastantuono. Every business process in every industry is being refactored for agentic AI CEO Bill McDermott" @OwlWealthy on X 2025-07-24 06:25:49 UTC 2957 followers, XXX 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 on X 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 on X 2025-07-15 23:20:48 UTC 2955 followers, 1292 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 on X 2025-07-23 05:05:59 UTC 2956 followers, XXX engagements
"Still a rental for me but Im holding $ORCL for now" @OwlWealthy on X 2025-07-22 13:49:28 UTC 2957 followers, XXX engagements
"$ORCL Rental for me more wind behind the sail" @OwlWealthy on X 2025-07-23 05:18:30 UTC 2956 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 on X 2025-07-15 03:32:24 UTC 2956 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 on X 2025-07-20 13:25:46 UTC 2956 followers, XX engagements
"1/ A 19-year-old built an anime-style soccer game on $RBLX in X months. It hit 1M concurrent players and generated $5M/month for the platform. He sold it for $3M+ - without ever revealing his name. $RBLX is quietly becoming the next YouTube" @OwlWealthy on X 2025-07-11 17:44:55 UTC 2956 followers, 10.2K 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 on X 2025-07-21 07:09:18 UTC 2956 followers, XXX engagements