[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.]

[@CMDarnton](/creator/twitter/CMDarnton)
"OpenAI said the quiet part out loud. - Training is locked to NVIDIA but - Inference does not. Workloads are diverse chips must be diverse. Thats modularity. Thats $AMD. Heres why $AMD will hit $1T"  
[X Link](https://x.com/CMDarnton/status/1975571796050255900) [@CMDarnton](/creator/x/CMDarnton) 2025-10-07T14:39Z 11.8K followers, 9226 engagements


"I bought $PLTR at $XXXX. Now I think $DUOL is next. Not because it teaches languages. But because its building a digital Montessori engine for global knowledge. Education is a $10T market ripe for disruption. $DUOL could be the next multi-trillion dollar company. 🧵"  
[X Link](https://x.com/CMDarnton/status/1975832792958443675) [@CMDarnton](/creator/x/CMDarnton) 2025-10-08T07:57Z 11.8K followers, 12.7K engagements


"$AMD will 10X - from here"  
[X Link](https://x.com/CMDarnton/status/1975990466673045929) [@CMDarnton](/creator/x/CMDarnton) 2025-10-08T18:23Z 11.8K followers, 37.1K engagements


"Evidence Studies show: X Duolingo units = X university semesters X units = X semesters At a fraction of the time and cost. This isnt a toy - its a scalable learning engine"  
[X Link](https://x.com/CMDarnton/status/1976314403575431452) [@CMDarnton](/creator/x/CMDarnton) 2025-10-09T15:50Z 11.8K followers, XXX engagements


"$DUOLs biggest moat = culture. CEO vowed to dedicate his life to giving everyone access to world-class education. Mission = attracts top talent fuels relentless iteration. Its why Duolingo has one of the lowest churn rates in Silicon Valley - purpose scales"  
[X Link](https://x.com/CMDarnton/status/1976314405580390849) [@CMDarnton](/creator/x/CMDarnton) 2025-10-09T15:50Z 11.8K followers, XXX engagements


"Every Bear Case Against $DUOL - Debunked. Everyone still thinks Duolingo is just language app. They are missing the real story. This isnt a game its the foundation of a $XX trillion platform. Heres why I believe $DUOL could become a multi-trillion-dollar company 🧵"  
[X Link](https://x.com/CMDarnton/status/1977609969647460561) [@CMDarnton](/creator/x/CMDarnton) 2025-10-13T05:38Z 11.8K followers, 23.9K engagements


"4. Translation Tech Is Not a Threat AirPods will translate everything in real time. Nobody will need to learn languages. Thats like saying Google Maps killed geography. Translation removes friction not aspiration. People learn for identity jobs and culture"  
[X Link](https://x.com/CMDarnton/status/1977609979839516846) [@CMDarnton](/creator/x/CMDarnton) 2025-10-13T05:38Z 11.8K followers, XXX engagements


"5. Translation Expands Duolingos Market More cross-cultural interaction = more desire for fluency. Live translation sparks curiosity. Curiosity drives learning. The same way GPS made people travel more AI translation will make people learn more"  
[X Link](https://x.com/CMDarnton/status/1977609981966098480) [@CMDarnton](/creator/x/CMDarnton) 2025-10-13T05:38Z 11.9K followers, XXX engagements


"Why $DUOL Is Going to $X Trillion X Key Takeaways: AI wont kill education it will make it explode Translation tech helps Duolingo by expanding its market Duolingo isnt a game its a learning engine with compounding edge Read the full breakdown below 👇"  
[X Link](https://x.com/CMDarnton/status/1977748859343270272) [@CMDarnton](/creator/x/CMDarnton) 2025-10-13T14:50Z 11.8K followers, 4735 engagements


"I never want to own a company that depends on "weather." And macroeconomics - inflation interest rates - is weather. $UPST thrives when money is cheap and credit flows. When conditions tighten it collapses. Thats not a moat. Best businesses dont need good weather"  
[X Link](https://x.com/CMDarnton/status/1977977770144673929) [@CMDarnton](/creator/x/CMDarnton) 2025-10-14T06:00Z 11.8K followers, XXX engagements


"Trait 2: The Vertical Engine (The Innovation Nursery) Every trillion-dollar company builds a system to nurture small fragile ideas. Amazon had AWS. Palantir had AIP. Hims has its vertical engine"  
[X Link](https://x.com/CMDarnton/status/1978523924087353367) [@CMDarnton](/creator/x/CMDarnton) 2025-10-15T18:10Z 11.8K followers, XXX engagements


"Its the same framework that made me buy: $PLTR at $XXXX $META at $XX $HIMS at $XXXXX The edge isnt numbers. Its pattern recognition"  
[X Link](https://x.com/CMDarnton/status/1978523942743609799) [@CMDarnton](/creator/x/CMDarnton) 2025-10-15T18:10Z 11.8K followers, XXX engagements


"If you want to learn how to spot these traits before Wall Street does I break it all down: How to evaluate management before the numbers How to spot innovation nurseries" How to find perception gaps that lead to 10X returns 👇 Read here:"  
[X Link](https://x.com/CMDarnton/status/1978523946384253343) [@CMDarnton](/creator/x/CMDarnton) 2025-10-15T18:10Z 11.8K followers, 1952 engagements


"Why $HIMS Is a Future $1T Company Execution: Scaled weight loss from $X $750M in XX months. Engine: A vertical compounding machine not a one-product brand. Mispricing: Wall Street sees GLP-1s I see personalized healthcare at scale. Link below 👇"  
[X Link](https://x.com/CMDarnton/status/1978776141784662499) [@CMDarnton](/creator/x/CMDarnton) 2025-10-16T10:52Z 11.8K followers, 11.2K engagements


"Jeff Bezos wrote in 1997: This is Day X. He encoded Amazons DNA: relentless experimentation long-term focus customer obsession. That culture turned a bookstore into a $1.9T empire. Andrew Dudum is doing the same for healthcare"  
[X Link](https://x.com/CMDarnton/status/1978924021811933403) [@CMDarnton](/creator/x/CMDarnton) 2025-10-16T20:40Z 11.8K followers, XXX engagements


"Every great compounder chooses goodwill over optics. Amazon sacrificed profits for trust. Hims rejected a rumored Novo acquisition to protect consumer choice. Thats integrity turned into strategy - trust compounds faster than earnings"  
[X Link](https://x.com/CMDarnton/status/1978924032952086842) [@CMDarnton](/creator/x/CMDarnton) 2025-10-16T20:40Z 11.8K followers, XXX engagements


"Most investors wont see it until the numbers make it obvious. But by then the multiple has already expanded 10x. Conviction investors win by spotting cultural inevitability before it hits the P&L"  
[X Link](https://x.com/CMDarnton/status/1978924051444666549) [@CMDarnton](/creator/x/CMDarnton) 2025-10-16T20:40Z 11.8K followers, XXX engagements


"If you want to learn how to recognize these patterns - the same ones I used to spot $PLTR at $X $AMD at $XX and $HIMS before its breakout - get my research straight to your inbox. 👉 Its criminal that this is free"  
[X Link](https://x.com/CMDarnton/status/1978924053164384595) [@CMDarnton](/creator/x/CMDarnton) 2025-10-16T20:40Z 11.8K followers, 1817 engagements


"Everyone thinks $AMD is just the cheaper $NVDA. Theyre wrong. AMD isnt chasing NVIDIA - its building the architecture that could outlast it. Heres why $AMD could become a multi-trillion-dollar company 👇"  
[X Link](https://x.com/CMDarnton/status/1974762818907103642) [@CMDarnton](/creator/x/CMDarnton) 2025-10-05T09:05Z 11.8K followers, 69.6K engagements


"Flywheel in plain English: Grow users. Teach better. Grow subscribers. Set proficiency standards. Expand beyond languages. Every turn strengthens the next turn"  
[X Link](https://x.com/CMDarnton/status/1975511029787288016) [@CMDarnton](/creator/x/CMDarnton) 2025-10-07T10:38Z 11.9K followers, 1932 engagements


"International growth is accelerating. China is now the fastest-growing region. Partnerships like Luckin Coffee drive cultural visibility. AI localization allows rapid rollout of content in new languages. Global scale is built into the model"  
[X Link](https://x.com/CMDarnton/status/1975511031683190820) [@CMDarnton](/creator/x/CMDarnton) 2025-10-07T10:38Z 11.9K followers, 1910 engagements


"OpenAI validated $AMD - & $META confirmed it. Everyone still thinks $AMD is the cheap $NVDA. They dont understand compute They dont understand chiplets They have no idea what is coming This isnt a GPU story. Its a compute story. And its about to define the next trillion-dollar era. 🧵"  
[X Link](https://x.com/CMDarnton/status/1975622429105135667) [@CMDarnton](/creator/x/CMDarnton) 2025-10-07T18:01Z 11.9K followers, 97.7K engagements


"When $AMD was at $XX. Me: Im convinced. AMD will be the next $1T giant"  
[X Link](https://x.com/CMDarnton/status/1976184823019602189) [@CMDarnton](/creator/x/CMDarnton) 2025-10-09T07:15Z 11.8K followers, 11.8K engagements


"Wall Street was dead wrong about $AMD. At $XX they laughed. Nvidia dominates inference. Multimodal models will kill AMD. No way they catch up. Now OpenAI just admitted the truth. This isnt just a comeback. Its the rise of a $5T compute superpower. 🧵"  
[X Link](https://x.com/CMDarnton/status/1976579328449069537) [@CMDarnton](/creator/x/CMDarnton) 2025-10-10T09:23Z 11.8K followers, 13.4K engagements


"This might be the best investment thesis Ive ever written. Some things can be faked - screenshots performance claims hype. But you cant fake a track record of original high-conviction ideas that play out over time. Duolingo isnt just a language app. Its a digital Montessori in the making - and a future trillion-dollar company. Relentless iteration Long-term thinking Contrarian leadership World-class culture Aligned incentives and structure I break it all down in detail on Substack:"  
[X Link](https://x.com/CMDarnton/status/1977008404758482975) [@CMDarnton](/creator/x/CMDarnton) 2025-10-11T13:48Z 11.9K followers, 14K engagements


"$SNAP has enormous potential but I struggle to trust its management. The companys vision is to use technology to enhance and complement the human experience not replace it unlike META and others"  
[X Link](https://x.com/CMDarnton/status/1977074146669740062) [@CMDarnton](/creator/x/CMDarnton) 2025-10-11T18:09Z 11.8K followers, 7620 engagements


"The 2024 Investor Letter = shows company is soulless. A quote: Our team has done incredible work but its been masked by a worsening macro environment. Translation: the economy is the problem. Exceptional CEOs never talk like this. They take ownership and grow strong"  
[X Link](https://x.com/CMDarnton/status/1977977772698918983) [@CMDarnton](/creator/x/CMDarnton) 2025-10-14T06:00Z 11.9K followers, XXX engagements


"Contrast that with $PLTR who said: We build software for institutions whose survival defines the world. Thats conviction. Or CEO $DUOL: We make education accessible to everyone. Thats mission. $UPST Were building the foundation model for credit. Boring"  
[X Link](https://x.com/CMDarnton/status/1977977775454654677) [@CMDarnton](/creator/x/CMDarnton) 2025-10-14T06:00Z 11.8K followers, XXX engagements


"Look deeper: In Q2 2025 $UPST hit triple-digit revenue growth and reached GAAP profitability sooner than expected. But ask yourself why. Macro stabilized not because the company is exceptional. If your success depends on a friendly economy youre not resilient"  
[X Link](https://x.com/CMDarnton/status/1977977781578301471) [@CMDarnton](/creator/x/CMDarnton) 2025-10-14T06:00Z 11.8K followers, XXX engagements


"Thats why I call $UPST a fair-weather company. It performs in calm seas collapses in storms. $PLTR grew through chaos. $DUOL thrived through curiosity. $UPST only grows when the wind is perfect. I dont hold stocks that need perfect weather to survive"  
[X Link](https://x.com/CMDarnton/status/1977977784497479946) [@CMDarnton](/creator/x/CMDarnton) 2025-10-14T06:00Z 11.8K followers, XXX engagements


"Everyone thinks $HIMS is a telehealth brand. Theyre wrong. Its building infrastructure for personalized health. I bought early because I saw the pattern - the same traits that built $PLTR and $AMD. Here are X traits that prove $HIMS is a future trillion dollar stock 👇"  
[X Link](https://x.com/CMDarnton/status/1978523913899430388) [@CMDarnton](/creator/x/CMDarnton) 2025-10-15T18:10Z 11.9K followers, 35.1K engagements


"DUOLINGO IS BUILDING THE NEXT $5T GLOBAL EDUCATION PLATFORM. HERE IS EVERY BEAR CASE AGAINST $DUOL - DEBUNKED👇 Everyone thinks Duolingo is just a gamified language app. Theyre wrong. Its building the infrastructure for personalized global education - a digital Montessori system that scales curiosity itself. $DUOL isnt a language app. Its the prototype of the future. Lets break it down 👇 Claim 1: AI will make education obsolete. Reality: AI will explode the demand for learning. People forget: every technological leap has triggered the same panic. The printing press. The calculator. The"  
[X Link](https://x.com/CMDarnton/status/1978528475742113842) [@CMDarnton](/creator/x/CMDarnton) 2025-10-15T18:28Z 11.8K followers, 6515 engagements


"Most investors lose not because they lack intelligence but because they look in the wrong places. They chase earnings and analyst targets. The market rewards something else entirely: Organisational structure Cultural DNA Founder mindset Thats where $HIMS wins"  
[X Link](https://x.com/CMDarnton/status/1978924017487642701) [@CMDarnton](/creator/x/CMDarnton) 2025-10-16T20:40Z 11.9K followers, 1859 engagements


"When I first invested in Palantir at $X I didnt just see software. I saw a culture. The same pattern appears here. Hims & Hers isnt just a DTC brand - its building the infrastructure for the future of care: personalized affordable and digital-first"  
[X Link](https://x.com/CMDarnton/status/1978924019752575069) [@CMDarnton](/creator/x/CMDarnton) 2025-10-16T20:40Z 11.9K followers, XXX engagements


"FULL THESIS OUT ON SUBSTACK. $UPST"  
[X Link](https://x.com/CMDarnton/status/1979074785033269556) [@CMDarnton](/creator/x/CMDarnton) 2025-10-17T06:39Z 11.9K followers, 5298 engagements


"WHY DUOLINGO COULD BECOME A $X TRILLION COMPANY 🧵 AI wont make learning obsolete itll amplify it. Translation tools dont kill demand they grow it. This isnt a game its a global learning engine scaling across languages math and chess. Full thesis below 👇"  
[X Link](https://x.com/CMDarnton/status/1979096002591166552) [@CMDarnton](/creator/x/CMDarnton) 2025-10-17T08:03Z 11.9K followers, 3400 engagements


"3. The macro trap. I dont invest based on macro. Why Because the best companies get stronger in bad times. Palantir did. Duolingo is doing it right now. If your business model lives or dies by interest rates you dont own a company - you own a weather forecast"  
[X Link](https://x.com/CMDarnton/status/1979886278956200226) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T12:24Z 11.9K followers, XX engagements


"Everyone still thinks $AMD is just the other GPU company. Theyre missing the real story. This isnt about catching Nvidia. Its about rewriting the laws of compute. OpenAIs partnership proves chiplets are the future of AI - and why AMD will be worth $X trillion. 🧵"  
[X Link](https://x.com/CMDarnton/status/1976926586814578739) [@CMDarnton](/creator/x/CMDarnton) 2025-10-11T08:23Z 11.9K followers, 30.9K engagements


"13. Final takeaway: Upstart is not a bad company. Its just not an exceptional one. It will probably survive. Maybe even thrive in good times. But it will never define an era. I dont invest in companies that just survive"  
[X Link](https://x.com/CMDarnton/status/1979886298568806525) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T12:24Z 11.9K followers, XXX engagements


"The Inevitable Compounding Ahead As personalization deepens and AI integrates into diagnostics the customer experience compounds geometrically. Each patient generates better data better care higher trust greater retention more referrals. Thats not linear growth"  
[X Link](https://x.com/CMDarnton/status/1980303418758713665) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, XX engagements


"I made 24X on $PLTR. Now I think $DUOL could be the next $1T company. The market has no idea what its looking at. Duolingo isnt a language app. Its building a digital Montessori engine for knowledge creation in a $10T global education market. 🧵"  
[X Link](https://x.com/CMDarnton/status/1975511006613733816) [@CMDarnton](/creator/x/CMDarnton) 2025-10-07T10:38Z 11.9K followers, 155.1K engagements


"$DUOL $HIMS"  
[X Link](https://x.com/CMDarnton/status/1977829095867396239) [@CMDarnton](/creator/x/CMDarnton) 2025-10-13T20:09Z 11.9K followers, 10.3K engagements


"$DUOL is a $2T company in the making"  
[X Link](https://x.com/CMDarnton/status/1979457547779056003) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T08:00Z 11.9K followers, 4511 engagements


"Why I Believe Duolingo Could Become a Multi-Trillion-Dollar Company Everyone thinks $DUOL is just a gamified language app. They couldnt be more wrong. Duolingo is an education engine with the cultural DNA of Amazon. Heres the full playbook 🧵👇"  
[X Link](https://x.com/CMDarnton/status/1979552357596664173) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, 4254 engagements


"1 Lets start with the obvious: the market hates Duolingo right now. Wall Street thinks ChatGPT will replace it. They say engagement will collapse. They say the moat is gone. Theyre all wrong - catastrophically wrong"  
[X Link](https://x.com/CMDarnton/status/1979552360902078726) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XXX engagements


"2 Ive spent years studying what I call the Bezos Algorithm - the recurring cultural and structural traits that define world-class companies. Relentless experimentation Deep customer obsession Long-term orientation A structure that compounds Duolingo has all of them"  
[X Link](https://x.com/CMDarnton/status/1979552363095675198) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XXX engagements


"3 Greatness in business is not born from spreadsheets. You cannot DCF your way to Amazon Palantir or Duolingo. The real signals are qualitative. They live in the way a company experiments hires and speaks about its mission"  
[X Link](https://x.com/CMDarnton/status/1979552365150900370) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XXX engagements


"5 Now look at the data: Growth driven almost entirely by word of mouth Record highs in users revenue and free cash flow No massive ad spend no gimmicks no shortcuts You cant buy word of mouth. You earn it. And thats the mark of a truly exceptional product"  
[X Link](https://x.com/CMDarnton/status/1979552369231966555) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XX engagements


"6 The lesson here is the same one Jeff Bezos wrote about in the early 2000s: If you obsess over your customers everything else will follow. Thats exactly what Duolingo is doing. They optimize not for ARPU (average revenue per user) but for LTV - lifetime value"  
[X Link](https://x.com/CMDarnton/status/1979552372390289593) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XX engagements


"7 When you design your culture around LTV youre forced to think long-term. You care about delight retention and trust - not quarterly numbers. You focus on learning faster than anyone else. You build a feedback loop that compounds endlessly. Thats how Amazon scaled"  
[X Link](https://x.com/CMDarnton/status/1979552374424502496) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XX engagements


"8 Lets talk experimentation. Duolingo runs thousands of low-cost tests constantly - UI tweaks pricing models lesson flows even emotional tone in prompts. Every feature is data-driven. Every iteration compounds. Its a living laboratory not a static app"  
[X Link](https://x.com/CMDarnton/status/1979552376399999039) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XX engagements


"This isnt a story about gamified lessons. Its about a structural revolution in how humans learn. Duolingo is building the rails for a new kind of knowledge economy - one that scales infinitely through software. Thats not a $10B story. Thats a trillion-dollar story"  
[X Link](https://x.com/CMDarnton/status/1979552392338358422) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XX engagements


"The companys mindset is pure Bezos: Optimize for the user Think in decades Experiment relentlessly Ignore Wall Street noise Every decision reinforces the same flywheel: user delight word-of-mouth growth reinvestment more delight"  
[X Link](https://x.com/CMDarnton/status/1979552394271748306) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XX engagements


"For investors this is the anatomy of a 100-year company in the making. Culture strategy and mission are aligned. Leadership is principled patient and data-driven. And the product is loved not just used. Thats the formula behind Amazon Palantir and now - Duolingo"  
[X Link](https://x.com/CMDarnton/status/1979552396159365219) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XX engagements


"If you believe in asymmetric investing - in spotting greatness before its obvious - then study Duolingo closely. This is not just an app. Its a cultural compounder. A product that will outlast trends. $DUOL might be one of the most important businesses of this century"  
[X Link](https://x.com/CMDarnton/status/1979552399938441659) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, XXX engagements


"Ive studied hundreds of companies. Some reveal greatness instantly (Palantir Duolingo Amazon). Others pretend to be great - but collapse when the macro tide turns. Upstart is the perfect case study in mediocrity. 👇"  
[X Link](https://x.com/CMDarnton/status/1979886271913947225) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T12:24Z 11.9K followers, 2307 engagements


"2. Upstart looks good on paper. Upstart uses algorithms to assess borrower risk and promises lenders better approval accuracy. Sounds fine right Except: its dependent on macro conditions. When credit tightens origination volumes plunge"  
[X Link](https://x.com/CMDarnton/status/1979886277022630086) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T12:24Z 11.9K followers, XX engagements


"5. You can feel mediocrity before you can measure it. When I read Duolingos shareholder letters I felt it instantly. A company trying to expand human potential. When I read Upstarts letters I felt nothing. Just corporate syntax and management clichs"  
[X Link](https://x.com/CMDarnton/status/1979886282936557889) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T12:24Z 11.9K followers, XX engagements


"6. Leadership tells you everything. Alex Karp references C.S. Lewis and Western civilization. Jeff Bezos frames Amazon as a historical project. Luis von Ahn of Duolingo talks about democratizing education for the planet. Upstarts CEO Talks about back-testing volatility"  
[X Link](https://x.com/CMDarnton/status/1979886284836581421) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T12:24Z 11.9K followers, XX engagements


"7. The culture test: artists vs. soldiers. Soldiers execute. Artists invent. Most suffocate their artists. Amazon celebrated AWS when it hit just $1M in revenue - Bezos understood the principle. Small ugly ideas grow into world-changing ones. Upstart has no such nursery"  
[X Link](https://x.com/CMDarnton/status/1979886286803706201) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T12:24Z 11.9K followers, XX engagements


"8. You can tell when a company is soulless. Even the language of the 2024 investor letter feels hollow: Operational refinement. Macro calibration. Back-tested resilience. Contrast that with Palantirs line: We are building the ontology for Western civilization"  
[X Link](https://x.com/CMDarnton/status/1979886288712167892) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T12:24Z 11.9K followers, XX engagements


"9. Exceptional companies attract exceptional people. People join Palantir because they want to defend the West. Upstart Its hard to imagine a top engineer saying I want to optimize loan origination. You dont attract world-class talent with a boring mission"  
[X Link](https://x.com/CMDarnton/status/1979886290754756704) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T12:24Z 11.9K followers, XX engagements


"If you want to learn how to spot exceptional companies early - before Wall Street catches on: 📘 Read my full deep dive 🎓 Or take my investing course (code PLTR for XX% off ends soon) Your edge is knowing what greatness actually looks like"  
[X Link](https://x.com/CMDarnton/status/1979886300531675245) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T12:24Z 11.9K followers, XXX engagements


"at this point i am tempted to go to a monastery lmao"  
[X Link](https://x.com/CMDarnton/status/1979969204531999090) [@CMDarnton](/creator/x/CMDarnton) 2025-10-19T17:53Z 11.9K followers, 3532 engagements


"I went long $HIMS at $XXXXX. Since then the stock has become one of my highest-conviction positions. Heres my full Q2 2025 update on Hims & Hers - and why I still believe this is a future multi-trillion-dollar company. 🧵"  
[X Link](https://x.com/CMDarnton/status/1980303388593275255) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, 2453 engagements


"1 Hims & Hers is following the same blueprint that made Amazon unstoppable. Founder-led Culturally mission-driven Obsessed with customers Willing to sacrifice the short term for the long game Andrew Dudum is building a new front door to healthcare"  
[X Link](https://x.com/CMDarnton/status/1980303391571263899) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, XXX engagements


"7 Exceptional People Exceptional Outcomes Nader Kabbani (20 years at Amazon) joined to build Hims. Mo Elshenawy left Cruise and Amazon to run engineering. World-class leaders do not leave trillion-dollar incumbents for mediocre missions"  
[X Link](https://x.com/CMDarnton/status/1980303404049322185) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, XX engagements


"8 Experimentation as a System Bezos institutionalized experimentation. Hims does the same. Rapid-fire product tests. Ruthless iteration. Every day is Day X - execute and learn quickly then build and perfect later. That mindset is why Palantir birthed AIP"  
[X Link](https://x.com/CMDarnton/status/1980303405999616485) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, XX engagements


"Why This Matters The U.S. healthcare system is a $X trillion maze. If Hims can digitize even X % of it with Amazon-like retention and margins the upside is staggering. Recurring subscriptions. Global scalability. This is not a telehealth stock"  
[X Link](https://x.com/CMDarnton/status/1980303414929272847) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, XX engagements


"Where Wall Street Gets It Wrong Analysts see a D2C brand. Investors with vision see a platform organism. You model it by studying cultural DNA - hiring incentives structure mission. And by that measure Hims & Hers is one of the strongest organisms"  
[X Link](https://x.com/CMDarnton/status/1980303416833507373) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, XX engagements


"My View Going Forward I believe $HIMS will dominate the next decade. Not because of any single product but because it has built the organizational metabolism to keep producing miracles. The market will eventually recognize what is already obvious"  
[X Link](https://x.com/CMDarnton/status/1980303420629430450) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, XX engagements


"Final Thought In the long run the market is a mirror for culture. Amazon encoded Day X in 1997. Hims & Hers is encoding it now. I believe Andrew Dudum may be the closest analogue to Jeff Bezos of his generation"  
[X Link](https://x.com/CMDarnton/status/1980303422625853632) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, XXX engagements


"👉 Read the full deep-dive: How Hims Parallels Early Amazon - Andrew Dudum Is the Next Jeff Bezos On my Substack"  
[X Link](https://x.com/CMDarnton/status/1980303425331208506) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, XXX engagements


"Everyone still thinks $DUOL is just a gamified language app. Theyre missing the real story. This isnt a game - its the foundation of a $10T education revolution. Heres why every bear case is broken and why Duolingo could become the next trillion-dollar giant. 🧵"  
[X Link](https://x.com/CMDarnton/status/1976314387053896074) [@CMDarnton](/creator/x/CMDarnton) 2025-10-09T15:50Z 11.9K followers, 17.7K engagements


"$DUOL is a future multi-trillion-dollar company. A digital Montessori for the world. Led by an exceptional contrarian CEO and culture. Bears are focused on noise not fundamentals. Now I sit back and relax"  
[X Link](https://x.com/CMDarnton/status/1976663985324966072) [@CMDarnton](/creator/x/CMDarnton) 2025-10-10T14:59Z 11.9K followers, 4800 engagements


"Everyone thinks $UPST is an AI lending company. Theyre wrong. Its not innovation its dependence - on rates on macro. I bought $PLTR at XXXX because I spot greatness early. Upstart is the opposite. A masterclass in mediocrity. 🧵"  
[X Link](https://x.com/CMDarnton/status/1977977754898288941) [@CMDarnton](/creator/x/CMDarnton) 2025-10-14T06:00Z 11.9K followers, 17.9K engagements


"👉 Full analysis + free report: I break down the exact mental models I use to spot these traits before Wall Street catches on - the same frameworks that helped me buy $PLTR at $X $AMD at $XX and $HIMS at $XX. Its free for now. It wont stay that way"  
[X Link](https://x.com/CMDarnton/status/1979552401846673855) [@CMDarnton](/creator/x/CMDarnton) 2025-10-18T14:17Z 11.9K followers, 1392 engagements


"2 Its Always Day X Just as Bezos said in 1997 Its still Day X Dudum frames Hims as a company at the beginning of a decades-long transformation. Every earnings call feels less like an update and more like a constitution: a reminder that this company is being architected for the next XX years not the next quarter"  
[X Link](https://x.com/CMDarnton/status/1980303393701703740) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:01Z 11.9K followers, XX engagements


"52 Modules. XX Videos + Hours of content. X of XX discount codes left - use code PLTR at checkout. Hundreds enrolled. Join now to access my full investing framework including my framework on How to Spot the Next $PLTR Before Wall Street Does. Link below 👇"  
[X Link](https://x.com/CMDarnton/status/1980317479504343360) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:57Z 11.9K followers, XXX engagements


"I used this framework to buy PLTR at $X HIMS at $XXXXX and META at $XX - before Wall Street caught on. Now Ill show you how to do it too"  
[X Link](https://x.com/CMDarnton/status/1980317483690258607) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T16:57Z 11.9K followers, XXX engagements


"Me: I bet 100K on $AMD at $XX. Now: A few months later its at $XXX. Thats over XXX% returns in a matter of months. If you want to learn how to find these kinds of setups I share exactly how in my 30-Day 30-Second Investing Newsletter. 👉"  
[X Link](https://x.com/CMDarnton/status/1980319537435406369) [@CMDarnton](/creator/x/CMDarnton) 2025-10-20T17:05Z 11.9K followers, 1485 engagements