[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) "Palantirs Foundry platform isnt hype (it's already happening). Its a new way of thinking: Cities simulated in software Supply chains rerouted in real time Energy grids military ops logistics all run on ontology-driven AI This is Layer X of the compute stack"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232976393601166) 2025-07-18 15:37:55 UTC 5275 followers, XXX engagements "$AMD doesnt need to beat $NVDA head-on though I believe it eventually will. And heres the truth most people miss: In exponential markets you dont need XX% share to win big. You just need a foothold. Because even a 1015% share of a market growing at 50%+ CAGR is worth hundreds of billions"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922843422896154) 2025-07-23 07:32:51 UTC 5294 followers, XXX engagements "This is the new paradigm: We dont just build factories. We simulate them. We dont just track supply chains. We forecast them. We dont just observe wars. We model and optimize decisions in real time. And every simulation needs compute. Lots of it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339808943649233) 2025-07-24 11:09:43 UTC 5294 followers, XXX engagements "Creator Economy: low-key promising. Creator usage is up 40%. Why Because Snap offers something different: intimacy. Its casual raw and real unlike Instagram which is more polished and performative. This could carve out a niche"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946998051836497976) 2025-07-20 18:18:03 UTC 5158 followers, XXX engagements "$HIMS is doing to medicine what Palantir did to defense. But theyre verticalizing the entire stack. Telehealth front-end Compounding infrastructure Subscription-based machine Theyre not selling drugs. Theyre rebuilding healthcare"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946584076993081594) 2025-07-19 14:53:04 UTC 5286 followers, XXX engagements "One of the greatest lessons I learned from investing in $PLTR at $XXXX. NEVER bet against a superior culture. Most investors only look at the numbers. But the biggest winners are hiding in the qualitative edge the culture the mission the talent. Heres what most never see 🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946676760466121091) 2025-07-19 21:01:21 UTC 5275 followers, 32K engagements "Culture check: fail. Theres no sign of a team building for the long haul. No real vision. No emotional connection to the product. Im allergic to companies like this where the mission is missing and the culture feels average. How do you even motivate employees in that environment"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946998043431354530) 2025-07-20 18:18:01 UTC 5155 followers, XXX engagements "Snaps Spectacles and AR platform arent gimmicks. Theyre building the rails for ambient computing a world where: AR enhances the moment Tech integrates with presence Apps disappear into real life This isnt escape. Its embodiment"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374326035505375) 2025-07-24 13:26:53 UTC 5294 followers, XX engagements "I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next. Wall Street thinks its just a DTC pill brand. Theyre dead wrong. I break down every bear case and show you the real story 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706161174859998) 2025-07-14 10:30:54 UTC 5294 followers, 19.4K engagements "Market doesnt get it yet. Why Because its seen as the other chip stock. Because the AI narrative is still stuck on training. But thats what makes it asymmetric"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181159148556775) 2025-07-18 12:12:01 UTC 5176 followers, 1645 engagements "Lisa Su said it clearly: Inference will be the primary driver of AI and now were seeing that inflection point. The MI300 series is already winning business from Microsoft Meta and Oracle. This is the beginning of AMDs second act"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232971989762296) 2025-07-18 15:37:54 UTC 5176 followers, XXX engagements "Augmented Reality Snap should own this category. They were early. They had the lead. But again no real roadmap I see. No aggressive push. They mention AR in passing but theres no deeper story. No platform-level ambition. Its disappointing"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946998041388401018) 2025-07-20 18:18:01 UTC 5286 followers, XXX engagements "Everyones chasing Meta & TikTok. But the most overlooked platform in consumer tech $SNAP. It has 900M+ MONTHLY users a unique AR vision and a shot at becoming a free cash flow machine. Heres the real story and why Wall Street doesnt get it 👇🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374319161102581) 2025-07-24 13:26:51 UTC 5294 followers, 1583 engagements "Many years ago I recorded countless podcasts with Antonio I was literally still a teenager We spoke about $PLTR and $SPOT when almost no one else was paying attention. People laughed when we said Palantir would be a multibagger. Today Those same names have gone 100X and created generational wealth. It will happen again. Stay sharp"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944114412392263991) 2025-07-12 19:19:30 UTC 5278 followers, 53K engagements "Lets talk tech. Is MedMatch truly proprietary Not yet. But its getting there. HIMS is integrating: Lab diagnostics Biomarker tracking Wearables AI-driven feedback loops Molecular-level care This isnt trivial. Its the foundation of precision medicine"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947545746066043285) 2025-07-22 06:34:24 UTC 5284 followers, XXX engagements "100x returns are still possible. You just need: A long enough time horizon A paradigm shift And a company building for whats next Thats $AMD. 📈 Watch it here before everyone else wakes up 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922855791853609) 2025-07-23 07:32:54 UTC 5294 followers, 2347 engagements "To compute reality you need X layers: Patterned Reality The raw structure of the world Silicon Chips that translate it into digital signals Ontology Software that gives it meaning AMD powers Layer X. And Layer X is the bottleneck"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339811451855305) 2025-07-24 11:09:44 UTC 5294 followers, XXX engagements "This philosophy of tech serving human expression rather than dictating it runs deep. Where Meta is building escapist virtual worlds Snap is focused on augmenting the real one. Theyre not building a metaverse. Theyre building a human-first computing layer"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947376299388932602) 2025-07-21 19:21:04 UTC 5277 followers, XXX engagements "The AI accelerator market alone is projected to surpass $500B by 2028. If AMD captures just XX% thats $100B+ in revenue up from $12B today in data center. Thats a 10x jump without owning the market. Thats how exponential markets work. Tiny slices = massive upside"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922845830427044) 2025-07-23 07:32:51 UTC 5294 followers, XXX engagements "Watch this before Wall Street catches on 👇 Hims & Hers is building the backend of 21st-century healthcare and nobody sees it yet"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308640741040369) 2025-07-13 08:11:18 UTC 5214 followers, 2506 engagements "Snap is the funnel. Theyre the "first stop" on the digital journey. If they can figure out how to retain and evolve with that audience from XX to XX theyll have an insanely powerful lifecycle platform"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946998049882177961) 2025-07-20 18:18:03 UTC 5154 followers, XXX engagements "Chiplets arent just clever engineering theyre a superpower. Why They allow AMD to change direction at marginal cost. In a world where compute demand is exploding across AI inference edge robotics the bottleneck isnt demand its adaptability"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339816065544651) 2025-07-24 11:09:45 UTC 5294 followers, XXX engagements "And what about churn Valid ED and hair loss are low-retention categories. But $HIMS is evolving the model: Daily bundled plans 60%+ of new users on personalized care XX% revenue retention in core verticals 1M+ on daily regimens already"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947545743587254641) 2025-07-22 06:34:23 UTC 5283 followers, XXX engagements "This isnt just elegant its economically dominant. It means AMD can target new compute markets as they emerge with speed precision and minimal overhead. While NVIDIA is spending billions on fixed architecture bets AMD is composing the future in real time"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339820540899422) 2025-07-24 11:09:46 UTC 5294 followers, XXX engagements "Why I believe $AMD will 20X from here and dethrone $NVDA"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946185665286217942) 2025-07-18 12:29:55 UTC 5286 followers, 6664 engagements "Everyones still sleeping on this. But $HIMS is the single most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why: 🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308631970758988) 2025-07-13 08:11:16 UTC 5281 followers, 53.1K engagements "Lets get this straight: The total addressable market for computation = limitless. Why Because every industry from AI to biology defense to finance runs on it. Computation is the bridge between chaos and order. And AMD is the bridge-builder"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492099891187935) 2025-07-16 14:33:56 UTC 5208 followers, 22.3K engagements "Lisa Su made this bet back in 2014 when AMD was $3B in debt. It was the most contrarian high-conviction move in semiconductor history. Now Nvidia is copying her design with Blackwell. Too little too late"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946917040507244621) 2025-07-20 12:56:09 UTC 5150 followers, XXX engagements "Why FPGAs matter: Can run real-time AI on limited power Ideal for aerospace defense industrial AI Fully customizable hardware logic Used in satellites drones 5G base stations and smart cameras And AMD owns the most advanced portfolio in the world"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181150730494314) 2025-07-18 12:11:59 UTC 5275 followers, 1874 engagements "Everyones worshipping NVIDIA like its untouchable. But Ive seen this before. I went all in on $PLTR at $XXXX while the institutions laughed (receipts shown). Now I dropped $100000 into $AMD at $XX. Because its not hype Im chasing its asymmetric upside. Heres the full thesis: and why it could 10X in the AI era. 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181125853868447) 2025-07-18 12:11:53 UTC 5285 followers, 47K engagements "When I bought $PLTR at $XXXX Wall Street laughed. Too opaque. Lumpy gov contracts. Wont work in the real world. Sound familiar I believe $HIMS could hit $2000 by 2030. But the same crowd is now yelling about $HIMS. Lets talk. 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332016505688221) 2025-07-24 10:38:45 UTC 5294 followers, 4507 engagements "Let me break this down: Theyre moving from: Generic prescriptions To: Daily personalized proactive care plans GLP-1s longevity meds wearable integrations and more This turns short-term use into long-term subscription flywheels"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706168888103188) 2025-07-14 10:30:56 UTC 5273 followers, XXX engagements "But heres the paradox: $SNAP has 900M+ MAUs more than Spotify yet it makes a fraction of the revenue. ARPU remains one of the lowest in social media. So the question is: Why hasnt Snap monetized its insane scale And can that change"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374330422820906) 2025-07-24 13:26:54 UTC 5294 followers, XX engagements "The demand for computation is now infinite. Why Because were not just observing reality anymore Were simulating it. Digital twins. Predictive models. Inference engines. This is the next industrial revolution and it runs on silicon + ontology"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232965874233517) 2025-07-18 15:37:52 UTC 5272 followers, XXX engagements "Everyone laughed at Amazon in 2001. Theyll laugh at $HIMS in 2025. Then theyll watch it 100x. This is not a telehealth brand. This is a molecular health infrastructure play for personalised healthcare. Heres why Im betting on a $2000 share price 🧬👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700453323104434) 2025-07-11 15:54:34 UTC 5214 followers, 5600 engagements "$SNAP AR launched in 2016 Spectacles are now in Gen X see-through spatially aware and powered by Snap OS. Developers are building apps on this system: web browsing multi-screen layouts generative AR pets and shared immersive experiences. This was REAL foresight by $SNAP"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947376301603447138) 2025-07-21 19:21:05 UTC 5277 followers, XXX engagements "Most people think HIMS is a boner pill brand. Wrong. Its a deflationary platform eating a trillion-dollar industry bloated with middlemen and broken incentives. Theyre not tweaking healthcare. Theyre replacing it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110697962029159) 2025-07-15 13:18:23 UTC 5273 followers, 2182 engagements "Even NVIDIAs ecosystem edge (CUDA) is eroding. As open-source tools adopt AMD support the barriers to switching shrink every quarter. The moat isnt gone but its leaking"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946849775867113734) 2025-07-20 08:28:51 UTC 5162 followers, 3951 engagements "But lets be honest: Execution has been shaky. Management isnt as clear or urgent as they should be. Investor comms feel cautious. And AR while visionary remains speculative. Theyve had the scale for years and still havent fully monetized it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374346176590075) 2025-07-24 13:26:57 UTC 5294 followers, XX engagements "Snapchat+ launched in 2022. Today its on a $600M+ run rate with just X% DAU penetration. Thats real traction. And management says theres room to raise prices. If Snap gets even Spotify-level conversion (39% MAUs) the upside is staggering"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374337054023818) 2025-07-24 13:26:55 UTC 5294 followers, XX engagements "$PLTR and $AMD will 100x. Not in months. But over decades. Everyone thinks Im crazy. But Ive done it before $PLTR at $XXXX. And this time Im betting bigger. The next industrial revolution isnt powered by steel and electricity. Its powered by chips and ontology. 🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946537077346120187) 2025-07-19 11:46:18 UTC 5294 followers, 24.6K engagements "So even if AMD never becomes the king of AI It doesnt matter. Just executing consistently modularly and efficiently is enough to unlock 100s of billions in enterprise value. In exponential markets second place still builds empires"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922851048079827) 2025-07-23 07:32:53 UTC 5294 followers, XXX engagements "This isnt a tech trend. Its the substrate of civilization shifting. Every city company and battlefield is becoming programmable. Thats why compute demand doesnt plateau. It compounds. And AMD is building the silicon rails for it all"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922817833480204) 2025-07-23 07:32:45 UTC 5293 followers, XXX engagements "This is the new compute stack: Layer 1: Patterned Reality Layer 2: Silicon (chips + edge sensors) Layer 3: Ontology (software twin) $AMD = Layer X $PLTR = Layer X Together they digitize the physical world. Thats the next industrial revolution"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946917052926836992) 2025-07-20 12:56:12 UTC 5272 followers, XXX engagements "The truth is: US healthcare is structurally broken. 🩺 Pricing opacity 🧾 Insurance bloat 🩺No incentive for better outcomes HIMS is building the digital layer on top of this mess"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110701476884766) 2025-07-15 13:18:24 UTC 5290 followers, 1593 engagements "The Next Industrial Revolution Wont Be Steel or Oil. Itll Be Chips + Ontologies"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947193193503601127) 2025-07-21 07:13:29 UTC 5272 followers, 4945 engagements "This means AMD isnt just a data center story. Its a full-stack full-spectrum AI play: ✅ Cloud Inference (MI355) ✅ AI Training (MI300X) ✅ Edge AI (Ryzen APUs + Pensando) ✅ Reconfigurable AI (Xilinx FPGAs) No one else is playing this wide"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181153443950900) 2025-07-18 12:11:59 UTC 5277 followers, 1824 engagements "Why $AMD Will 20X From Here & Beat $NVDA Computation is infinite and AMD owns the silicon layer. Lisa Su built a culture of speed discipline and dominance. Chiplets Monoliths modular wins in the age of edge AI"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946551559468601679) 2025-07-19 12:43:51 UTC 5176 followers, 20K engagements "6. Meta Knows This Thats Why They Picked AMD Meta is running its 405B Llama XXX model on MI300X. Why 192GB HBM3e memory (vs 80GB on H100) Full model shard runs on a single device Lower $/token and $/GB than NVIDIA 170000 units reportedly ordered"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680056219726186) 2025-07-22 15:28:06 UTC 5294 followers, 1990 engagements "But it doesnt stop at inference. Lets talk about AMDs Edge AI play the most overlooked part of this story. 💡 Edge AI = Inference happening outside the data center Think: Self-driving cars Smart factories Retail surveillance Defense systems On-device LLMs This is where real-time low-latency AI matters. And its a TAM that could dwarf cloud AI"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181142740131987) 2025-07-18 12:11:57 UTC 5178 followers, 2437 engagements "Bottom Line: HIMS is not a DTC pill company. Its a healthcare platform. Built from first principles. Vertically integrated. Intelligent. Scalable. This is the most misunderstood stock in consumer health. I bet the house on $PLTR at $X. Im betting big on $HIMS today"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329360120459621) 2025-07-13 09:33:38 UTC 5284 followers, XXX engagements "Same with $HIMS. Wall Street sees a telehealth app. I see a verticalized healthcare company with: A moral mission: destigmatize and democratize wellness Deep alignment across clinical product and regulatory talent World-class execution in ops media and brand They're not just selling meds. They're rearchitecting healthcare from the consumer up"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946676772117925978) 2025-07-19 21:01:24 UTC 5238 followers, 1181 engagements "This isnt a DTC vitamin brand. This is a next-gen healthcare platform intelligent personalized capital-efficient. If Spotify rebuilt music and Amazon rebuilt retail Hims & Hers is rebuilding healthcare. The bears will be late again"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947545761631162694) 2025-07-22 06:34:27 UTC 5293 followers, XXX engagements "Hims & Hers is building the Amazon of personalized healthcare. But not like your doctors office. Theyre going XX layers deeper: Blood diagnostics Genetic risk scores Peptides & hormone therapies AI-driven health matching Platform-controlled compound meds This is healthcare re-architected at the molecular level"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700455797698959) 2025-07-11 15:54:35 UTC 5213 followers, XXX engagements "Heres the screenshot $PLTR purchase at $XXXX. And yes Ive got plenty more. Hundreds of articles videos and podcasts all still live from the early days when no one cared about Palantir. I dont need to prove anything. But I share this out of transparency because Im building something bigger than just returns. Im building conviction. Some people still wont believe it especially when they realise how young I was when I made these bets. Thats fine. Im not here to convince anyone. Im here to win. And Ive got the receipts to prove it. FOLLOW FOR MORE INVESTMENT IDEAS:"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946282950707892345) 2025-07-18 18:56:30 UTC 5271 followers, 5563 engagements "Everyone is chasing $NVDA. I bet 100000+ on $AMD. Heres why I believe it will 100X just like my Palantir call at $X. Watch the full breakdown 🧠📈👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947676659097735396) 2025-07-22 15:14:36 UTC 5294 followers, 2982 engagements "5. Inference Is Where the Real War Will Be Fought Training wins headlines. Inference wins REAL revenue. Inference must be: Cheap Scalable Efficient Memory-dense AMDs MI300X delivers all fourat a price NVIDIA cant match"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680053090771323) 2025-07-22 15:28:05 UTC 5294 followers, 2113 engagements "Everyones sleeping on $AMD. But Altman Zuck and Musk Theyre quietly betting on it. Lisa Su said data centers will hit tens of billions in the coming years. And $AMD is structurally BETTER positioned than NVIDIA. Heres why $AMD could 100X over the next decades 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339800798351852) 2025-07-24 11:09:41 UTC 5294 followers, 8515 engagements "$HIMS isnt a telehealth app. Its building: a) Molecular health infrastructure to predict & prevent disease b) The first platform where your entire biology from blood to behavior becomes a feedback loop c) A scalable engine with 100s of embedded micro-businesses"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308634030141620) 2025-07-13 08:11:16 UTC 5243 followers, 2965 engagements "Everyones chasing $NVDA. But the real upside is hiding in plain sight. $AMD is building the compute backbone of the next industrial revolution modular scalable unstoppable. This is how it hits $1000+ and beats NVIDIA. 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946849754874314944) 2025-07-20 08:28:46 UTC 5294 followers, 247.2K engagements "Everyones chasing $NVDA. I went all-in on $AMD. Why Because AMD will 100X from here just like I called $PLTR at $X. The markets asleep. But Meta OpenAI and I know whats coming. AMD is going to disrupt NVIDIA. Heres the full thesis 🧠👇 🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680037051699514) 2025-07-22 15:28:01 UTC 5294 followers, 53.4K engagements "You dont get 100x returns by buying whats winning. You get them by buying whats inevitable before it looks inevitable. Just like I did with $PLTR at $XXXX. Ive got the screenshots. Ive got the returns. And Ive got the same conviction again"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946917050556862708) 2025-07-20 12:56:11 UTC 5272 followers, XXX engagements "Take $AMD. Lisa Su turned a near-bankrupt company into one of the most agile chipmakers on the planet. How By building a culture of: Ruthless focus Technological excellence Long-term mission (modular compute) Low ego high trust Talent density that rivals NVIDIA Nobody saw it coming just like no one saw chiplets becoming the future"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946676770067132810) 2025-07-19 21:01:24 UTC 5283 followers, 1286 engagements "This lets AMD serve every compute frontier: ✅ AI inference at the edge ✅Hyperscaler data centers ✅Gaming + graphics ✅ FPGAs & embedded compute ✅Semi-custom silicon And they can pivot at marginal cost. Thats the killer advantage"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339827897671989) 2025-07-24 11:09:48 UTC 5294 followers, XXX engagements "Lets get one thing clear: Hims & Hers is not just building a "better" version of healthcare. Theyre building a parallel system consumer-first vertically integrated and digitally native. No insurance. No gatekeeping. No paperwork"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947545725459402893) 2025-07-22 06:34:19 UTC 5280 followers, XXX engagements "I put $100000 into $AMD at $XX. Im not selling (ever). Because this isnt a chip stock. Its the computational engine behind AI automation & the future of intelligence. While others chased hype I bet on chiplets execution and a visionary culture. Heres the full thesis. 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1941595822468079863) 2025-07-05 20:31:31 UTC 5207 followers, 31.9K engagements "Thats the bear case. This company is sitting on one of the largest youth-driven networks on Earth. And still Wall Street doesnt trust them to monetize it. Unless something changes Snap risks coasting while Meta & TikTok run laps around them"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374348273697215) 2025-07-24 13:26:58 UTC 5294 followers, XX engagements "NVIDIA is great at centralized training. But AMD is quietly building an empire at the edge. Heres how: Ryzen + Radeon APUs for edge devices Xilinx FPGAs (more on this soon) Pensando acquisition = custom edge acceleration Full-stack hardware software deployment And the best part Theyre first-mover in many of these verticals"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181145361547425) 2025-07-18 12:11:58 UTC 5277 followers, 2219 engagements "12. AMD Now Offers Full-Stack Solutions With ZT Systems and Pensando: Rack-level systems Full customer integration Rapid iteration cycles This isnt just a chip story. Its an infrastructure story"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680076893413814) 2025-07-22 15:28:11 UTC 5294 followers, 1430 engagements "4. This Is Why AMD Is Disrupting NVIDIA Now NVIDIA still builds massive diesH100 Blackwell B200all near the reticle limit. AMD It scales compute horizontally with chiplets. That gives it a cost and yield advantage in the fastest-growing segment of AI: inference"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680050301517988) 2025-07-22 15:28:04 UTC 5294 followers, 2261 engagements "AI should be the core narrative. And yet Almost nothing substantial is being said. Yes theres an AI chatbot in the app. But its mid at best no novel utility no innovation just seems like a "box-ticking" exercise. Compare this to Meta and the difference is night and day"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946998039505215795) 2025-07-20 18:18:00 UTC 5286 followers, XXX engagements "If I were to summarize: $PLTR was my conviction play on government + data. $AMD is my conviction play on the future of computation. Same framework. Same depth. Same high-conviction thesis. This time the bets even bigger"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492113053175810) 2025-07-16 14:33:59 UTC 5206 followers, 15.2K engagements "This isnt just a bet on chips. Its a bet on culture. On agility. On leadership. Because in a world where computation is infinite the winner wont be the one with the loudest story Itll be the one with the strongest operating system"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492098129531084) 2025-07-16 14:33:56 UTC 5272 followers, 24.6K engagements "This isnt just elegant its economically dominant. It means AMD can target new compute markets as they emerge with speed precision and minimal overhead. While NVIDIA is spending billions on fixed architecture bets AMD is composing the future in real time"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922828541452330) 2025-07-23 07:32:47 UTC 5294 followers, XXX engagements "If you want the full thesis: How I spotted $PLTR at $X Why chiplets monoliths Why ontology is the future How edge AI will reshape civilization Its all free on my Substack. No course. No upsell. Just real conviction. 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946537120471953444) 2025-07-19 11:46:29 UTC 5272 followers, XXX engagements "So why is Meta committing to a multi-year partnership with AMD This isnt a one-off dealits a long-term strategic relationship. And that tells us something important: AMDs inference technology is genuinely impressive. At the heart of it is their chiplet architecture which allows for scalable efficient compute tailored to diverse workloads. If AMD's tech werent delivering Metaof all companieswouldnt hesitate to pivot. Meta has the resources to build in-house or pay a premium for best-in-class alternatives. But theyre not doing that. Instead theyre doubling down on AMD. That suggests AMD is not"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947329923074371620) 2025-07-21 16:16:47 UTC 5263 followers, XXX engagements "AMD isnt just catching up its building the future of AI. Chiplets. Inference. Infrastructure. I break down why this is a 100X opportunity in my latest video: 📺 Watch here"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680087857406357) 2025-07-22 15:28:13 UTC 5294 followers, 4770 engagements "And this isnt theory its already happening. Palantirs ontology can model an entire factory: It takes raw data signals from powered edge devices machines sensors robots and turns them into a live digital twin of operations. From raw signal real-time simulation intelligent action"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232984840937732) 2025-07-18 15:37:57 UTC 5280 followers, 1004 engagements "Heres what I see in $HIMS management: ✅ Never missed guidance ✅ Scaling a tech-enabled healthcare platform ✅ Hiring ex-FDA Pfizer Amazon Novo Nordisk ✅ Transparency and legal confidence on earnings calls This is not a team winging it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332026186092672) 2025-07-24 10:38:47 UTC 5294 followers, XXX engagements "In a tech world obsessed with immersion virality & manipulation. Snap is building something radically different. A computing platform that respects human presence. Not hype. Not addiction. Just reality augmented. Thats a bet Ill keep watching"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374352417653155) 2025-07-24 13:26:59 UTC 5294 followers, XX engagements "But AMDs chiplet architecture is modular. Like LEGO for silicon. Need more inference at the edge Swap in an accelerator tile. Need more memory bandwidth for LLMs Stack in a new HBM module. No need to redesign the whole chip just rebuild the configuration"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922825706164549) 2025-07-23 07:32:46 UTC 5287 followers, XXX engagements "10. To Serve Infinite Demand You Need Marginal Cost Scaling NVIDIAs monolithic dies dont scale efficiently. If one piece of a 900mm die fails throw it all out. AMD Chiplets. Smaller dies Higher yields Modular updates Cost scales linearly not exponentially"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680068702253477) 2025-07-22 15:28:09 UTC 5294 followers, 1600 engagements "And thats the beauty: $HIMS is not a GLP-1 play. Its a platform play. Weight loss brings people in. But they stay for: Daily wellness Hormone optimization Mental health Dermatology Longevity Each vertical becomes stickier over time"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947545738432455047) 2025-07-22 06:34:22 UTC 5284 followers, XXX engagements "Whats wild Snap launched Spectacles back in 2016. That was decades ahead of the curve. No one in Big Tech was seriously talking about wearable AR yet. This was staggering innovation visionary execution from management that still goes underappreciated"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374328329826333) 2025-07-24 13:26:53 UTC 5294 followers, XX engagements "The case for AMD is irrefutable: This is how I think of it abstractly - & I don't think anyone else has really conceptualised it this way. Jim Simmons combined math & investing - I do philosophy / physics & investing. 1) This is the key idea: Computation is how we interact with informationand reality itself is made of information. Atoms. Genes. Languages. Markets. Behaviors. They can all be modeled computationally. Reality is computable The universe operates according to patterns and rules which means it can be modeled with algorithms. As more of reality becomes digitized and simulated"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946227411173130495) 2025-07-18 15:15:48 UTC 5285 followers, 1073 engagements "The world is being rebuilt in code chips and simulations. Those who own the stack from silicon to software will dominate. Most people dont see it yet. But when they do it will be far too late. Im in early. And Im not selling"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232982835966314) 2025-07-18 15:37:57 UTC 5267 followers, XXX engagements "The healthcare market is worth over $10T. If they carve out even X% this becomes a multi-bagger. And theyre just getting started: Weight loss Hormone Mental health Sleep & longevity Diagnostics This isnt a one-product brand. Its an empire in the making"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947545722976371196) 2025-07-22 06:34:18 UTC 5287 followers, XXX engagements "Were entering the Age of Compute. And AMD isnt just another chip stock. Its infrastructure. Its strategy. Its leverage on the next industrial revolution. And most people havent figured that out yet"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922853380124956) 2025-07-23 07:32:53 UTC 5294 followers, XXX engagements "But not all chips are built equal. NVIDIAs architecture is powerful yes but its monolithic. Harder to scale. Less modular. AMD Built on chiplets small stackable modules. Faster to develop cheaper to manufacture easier to scale"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922820668838315) 2025-07-23 07:32:45 UTC 5294 followers, XXX engagements "7.Then OpenAI Followed In June 2025 OpenAI committed to deploying AMDs MI350and co-developing MI450 silicon. This is CUDA erosion in real time. Its not theoretical anymore"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680059046654077) 2025-07-22 15:28:06 UTC 5294 followers, 1839 engagements "In a world where compute demand is effectively infinite The ability to deliver modular compute at marginal cost is a cheat code. Thats the chiplet advantage. Thats the AMD play"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922831464862053) 2025-07-23 07:32:48 UTC 5294 followers, XXX engagements "AMD will never catch NVIDIA. Heard it before. In 2014 AMD was nearly bankrupt. Intel owned the CPU market. Lisa Su doubled down on architecture. Fast-forward to today: AMD crushed Intel in x86. Now its doing the same in AI"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922838628762030) 2025-07-23 07:32:50 UTC 5294 followers, XXX engagements "In a world where compute demand is effectively infinite The ability to deliver modular compute at marginal cost is a cheat code. Thats the chiplet advantage. Thats the AMD play"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339824252895546) 2025-07-24 11:09:47 UTC 5294 followers, XXX engagements "If you found this breakdown useful I will launch the full deep dive on $SNAP soon: 📺 YouTube breakdown 🧠 Substack writeup"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374356737888669) 2025-07-24 13:27:00 UTC 5294 followers, XXX engagements "Started with Survival In 2014 AMD was nearing collapse. Lisa Su had just taken over as CEO. With limited capital and an urgent need to rebuild AMD made a bold call: Forget everything else. Focus on CPUsand win"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680040885318092) 2025-07-22 15:28:02 UTC 5294 followers, 3022 engagements "This is bigger than GPUs. Its about the economic substrate of civilization. Cities factories logistics battlefields all will be digitized. To digitize reality you need compute. And to scale compute you need chiplets. Thats AMD"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946917064796496340) 2025-07-20 12:56:14 UTC 5154 followers, XXX engagements "The AI accelerator market is projected to reach $XXX billion by 2028. If AMD captures just XX% it could generate $50B+ in annual data center revenue A 7x jump from today with +60% margins. Thats a multi-hundred-billion-dollar opportunity"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946849756640137583) 2025-07-20 08:28:47 UTC 5294 followers, 9436 engagements "This lets AMD serve every compute frontier: ✅ AI inference at the edge ✅Hyperscaler data centers ✅Gaming + graphics ✅ FPGAs & embedded compute ✅Semi-custom silicon And they can pivot at marginal cost. Thats the killer advantage"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922834111533221) 2025-07-23 07:32:48 UTC 5287 followers, XXX engagements "$HIMS is not a telehealth brand. Its building: a) Molecular health infrastructure b) A biological feedback loop from blood to behavior c) A vertically integrated engine with 100s of internalized micro-businesses This is a system not a storefront"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706163456508291) 2025-07-14 10:30:54 UTC 5294 followers, XXX engagements "Nvidia is backlogged until 2026. Hyperscalers are desperate for alternatives. Meta Microsoft OpenAI Oracle all betting on AMD. X of top XX global AI companies now deploy MI300 systems"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946917060065288691) 2025-07-20 12:56:13 UTC 5279 followers, XXX engagements "13. Financials Are Already Reflecting the Shift Data center revenue: $14.1B in 2024 (49% of total) Q1 2025: $3.67B up XX% YoY AI revenue expected to grow 60%+ in 2025 Tens of billions forecasted by 2026 This is real momentum"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680082669023413) 2025-07-22 15:28:12 UTC 5294 followers, 2010 engagements "FPGA = another advantage. Reconfigurable chips that adapt in real time. AMD owns this market (Xilinx). Nvidia cant even touch it. Perfect for edge devices: drones satellites defense. Again flexibility beats brute force"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946917062229496152) 2025-07-20 12:56:14 UTC 5279 followers, XXX engagements "Why $AMD Could 100X (From Here) a) Computation = Turning Chaos into Order. Everything we build - from houses to software - starts with the mind applying computation: taking raw inputs and structuring them into meaningful outcomes. b) The Mind is a Computational Engine. While not fully computational the mind clearly processes information makes decisions and creates order. Thats what makes order possible. c) Chips Are the Next Mind. Chips are a reflection of the human mind itself: we intake information process it through cognitive structures and produce meaningful output - decisions actions or"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945192975752917183) 2025-07-15 18:45:20 UTC 5289 followers, 6125 engagements "$AMD isnt just competing with $NVDA its coming to win. The future runs on compute. And AMD is building the infrastructure to power it faster cheaper and more modular than anyone else. This isnt hype. Its strategy. Heres why I believe $AMD can 100X 👇🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922799999201633) 2025-07-23 07:32:40 UTC 5294 followers, 4445 engagements "11. AMD Can Mix & Match Compute at the Package Level MI300X = GPU-only MI300A = CPU + GPU (APU for data centers) Same chiplet foundation. Different workloads. This flexibility is critical as compute shifts from training to inference to edge"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680072745234648) 2025-07-22 15:28:10 UTC 5293 followers, 1509 engagements "But not all chips are built equal. NVIDIAs architecture is powerful yes but its monolithic. Harder to scale. Less modular. AMD Built on chiplets small stackable modules. Faster to develop cheaper to manufacture easier to scale"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339813674840394) 2025-07-24 11:09:44 UTC 5294 followers, XXX engagements "I went all-in on $PLTR at $X. Institutions ignored it. Now its one of my best investments. But today Ive found the next one. 👇 This time its $AMD. And heres why I believe itll outperform $NVDA. 🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492096380449155) 2025-07-16 14:33:55 UTC 5294 followers, 384.2K engagements "From sexual health to weight loss to longevity $HIMS is turning low-retention verticals into sticky high-margin subscription engines. Daily personalized multi-action treatment plans are now the core offering"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308639105167869) 2025-07-13 08:11:17 UTC 5214 followers, 2794 engagements "Like with Palantir people will only understand in hindsight. By then itll be too late. Investing is ultimately a form of delegation. And I trust the people running $HIMS to do what theyve done every quarter since Day 1: Execute"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332039570092520) 2025-07-24 10:38:51 UTC 5294 followers, XXX engagements "Now lets address the elephant in the room: Everyone else pulled out of compounded GLP-1s. Doesnt that mean HIMS is wrong No. That means theyre different. Most competitors dont offer personalization. HIMS does. And the data shows it works"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332029516329051) 2025-07-24 10:38:48 UTC 5294 followers, XXX engagements ""But what if regulators crack down on GLP-1 compounding" Fair concern. But heres the truth: Compounded GLP-1s = only XX% of revenue Already launching FDA-approved generics (e.g. Liraglutide) $100M run-rate oral weight loss kits already scaling Platform is not dependent on any single product"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947545735806754839) 2025-07-22 06:34:21 UTC 5287 followers, XXX engagements "Heres the setup: ✔ Direct-to-consumer pricing ✔ No insurance bureaucracy ✔ Vertically integrated delivery ✔ An AI-driven EMR engine that learns Theyre turning data into better care"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110703402017278) 2025-07-15 13:18:24 UTC 5282 followers, 1449 engagements "$AMD is building the silicon backbone. Theyre not just catching up to NVIDIA theyre outmaneuvering them in edge inference and modular compute. Chiplets. Flexibility. Scale. Theyre making AI affordable for the world. XX% more tokens per dollar"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946584074828890308) 2025-07-19 14:53:03 UTC 5263 followers, XXX engagements "HIMS is executing an Innovation Stack micro-iterations that compound over time. From UI tweaks to back-end data optimization every layer is built to reduce friction and increase retention. This is what defensibility looks like in consumer health"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947545733164351781) 2025-07-22 06:34:21 UTC 5284 followers, XXX engagements "AMD also dominates in the inference market where cost per token matters more than raw speed. Lower dollar-per-gigabyte More onboard memory Better rack-level economics In inference AMD is already ahead"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946849772091924564) 2025-07-20 08:28:51 UTC 5146 followers, 4332 engagements "From Q3 earnings: Over 1M patients are on personalized treatments 70%+ of new subscribers opted in Adherence is higher than industry benchmarks Personalization is driving platform-wide retention Thats not hype. Thats execution"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332032414634463) 2025-07-24 10:38:49 UTC 5294 followers, XXX engagements "The Next Industrial Revolution Wont Be Steel or Oil. Itll Be Chips + Ontologies. I invested 100000 into $AMD at $XX. Why Because this is a 100X opportunity hiding in plain sight. Heres why AMD will eat $NVDA alive over the next decades 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946917032752263440) 2025-07-20 12:56:07 UTC 5294 followers, 17.5K engagements "Why the Bear Case on $HIMS Is DEAD WRONG 🧵 They said Palantir had no moat. They said Spotify was just a music app. Now theyre saying Hims & Hers is just a telehealth storefront. They're wrong again. Heres why Im betting BIG. 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329345356435570) 2025-07-13 09:33:34 UTC 5242 followers, 3105 engagements "Fast forward to 2025. The market is now freaking out about $HIMS. The same script: Legal risk Compounded GLP-1 grey zone Big Pharma pressure Competitors pulling back Sounds scary. But lets zoom out"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332020536418675) 2025-07-24 10:38:46 UTC 5294 followers, XXX engagements "$SNAP isnt priced like a future-defining platform. But it might be. If the monetization engine kicks in through AR Snapchat+ DR ads this becomes a very different business. Think 10X optionality"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374354623864907) 2025-07-24 13:26:59 UTC 5294 followers, XXX engagements "Chiplets arent just clever engineering theyre an economic superpower. Why Because they allow AMD to change direction at marginal cost. In a world where compute demand is exploding across AI inference edge robotics biotech autonomous vehicles the bottleneck isnt demand its adaptability. And most chip companies are stuck. Their monolithic designs are rigid. Costly. Slow to pivot"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922823193698587) 2025-07-23 07:32:46 UTC 5293 followers, XXX engagements "In 1980 IBM was the worlds largest company. Its market cap $40B. People thought that was massive. Today NVDIA is flirting with $5T"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339831429333095) 2025-07-24 11:09:48 UTC 5294 followers, XXX engagements "This is the new paradigm: We dont just build factories. We simulate them. We dont just track supply chains. We forecast them. We dont just observe wars. We model and optimize decisions in real time. And every simulation needs compute. Lots of it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922813018395109) 2025-07-23 07:32:43 UTC 5293 followers, XXX engagements "And AMDs chiplet architecture makes this path more likely not less. Hyperscalers dont want to be dependent on a single vendor. Especially not one as vertically integrated as NVIDIA. They want optionality. They want price pressure. They want modular AI compute. And AMD delivers exactly that"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922848502177887) 2025-07-23 07:32:52 UTC 5292 followers, XXX engagements "Lets talk FPGAs. This is the hidden lever nobody's talking about. AMD bought Xilinx for $49B in 2022. And what they got was access to reconfigurable AI compute at the edge"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181148020777470) 2025-07-18 12:11:58 UTC 5277 followers, 2000 engagements "I dont need AMD to become NVIDIA. I just need AMD to: Dominate inference Capture Edge AI Ride datacenter expansion Monetize Xilinx deeply Even partial success = 10X upside from here"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181162642383176) 2025-07-18 12:12:02 UTC 5277 followers, 1584 engagements "The bear thesis is based on a surface-level read. Yes risks remain regulation churn tech maturity. But look deeper: Consumer behavior is changing Platform is scaling Infrastructure is real The market is massive And most importantly: HIMS is executing"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947545759005430215) 2025-07-22 06:34:27 UTC 5283 followers, XXX engagements "This is a OLD podcast I recorded with Antonio MANY years ago back when I was still a teenager (slightly embarrassing in hindsight). Back when NOBODY was talking about $PLTR or $SPOT. The title Why Spotify & Palantir Are The Most Disruptive Stocks We saw the quality instantly. Fast forward both stocks exploded 100X. You cant fake this. A digital track record is undefeated. @alc2022"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944124940371767576) 2025-07-12 20:01:20 UTC 5274 followers, 25.1K engagements "With Palantir the narrative was clear: Black box business model Cant scale commercially Too invasive for enterprise But the real question was simple: Can this team execute through chaos Spoiler: They could"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332018502119850) 2025-07-24 10:38:46 UTC 5294 followers, XXX engagements "So whats the real bet Its not will HIMS win in GLP-1s Its: Will HIMS build a personalized consumer-first healthcare brand that compounds over time And I believe the answer is yes"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332037015761228) 2025-07-24 10:38:50 UTC 5294 followers, XXX engagements "If you want full breakdowns of asymmetric plays like this I write deep-dive research weekly. 📩 No hype. Just high-conviction investing before the crowd catches on"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946849781709750688) 2025-07-20 08:28:53 UTC 5157 followers, 4274 engagements "Why I believe $AMD will 20X from here and dethrone $NVDA This is the next Palantir. And I dont say that lightly. I bought $PLTR at $XXXX. Documented it all. Podcasts. Articles. Interviews. Receipts. Hundreds of hours. 20X returns. Now Im making the same asymmetric bet again. Let me explain why:"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883493076230353) 2025-07-17 16:29:12 UTC 5294 followers, 236.7K engagements "Thats why Meta picked AMDs MI300X to run its 405B-parameter Llama XXX model. With 192GB HBM3e and XXX TB/s bandwidth it can run entire model shards on a single device something NVIDIAs H100 cant do"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946849768082473402) 2025-07-20 08:28:50 UTC 5239 followers, 4783 engagements "This is where the puck is going: Biotracking Precision prevention Continuous diagnostics Affordable peptide therapy Healthspan-as-a-service And Hims & Hers is the only player building the rails the data graph and the distribution. You cant outspend this. You cant copy this"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700470624600564) 2025-07-11 15:54:39 UTC 5214 followers, XXX engagements "And the TAM Were talking: Sexual health Mental health Hair loss Weight loss Primary care Longevity Diagnostics Blood biomarkers Genomics This isnt niche. Its total healthcare reinvention"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706174164549708) 2025-07-14 10:30:57 UTC 5292 followers, XXX engagements "This wont happen overnight. But if you believe compute will power the next industrial revolution Then $AMD isnt just a chip company its infrastructure for the future. And its still early"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339838555496952) 2025-07-24 11:09:50 UTC 5294 followers, XXX engagements "Ive written a more in-depth blog but heres the key idea: AMDs chiplet architecture enables it to adapt to the evolving demands of the compute market at minimal marginal cost. The demand for computation is in principle unlimited - so its too narrow to view the market as just CPUs and GPUs. As new forms of compute emerge - like FPGAs and edge accelerators - the ability to pivot and scale across these domains with minimal overhead becomes a major strategic advantage"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947190292396061032) 2025-07-21 07:01:57 UTC 5206 followers, XX engagements "AMDs chiplet architecture is modular. Like LEGO for silicon. Need more inference at the edge Swap in an accelerator tile. Need more memory bandwidth for LLMs Stack in a new HBM module. No need to redesign the whole chip just rebuild the configuration"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339818431131971) 2025-07-24 11:09:45 UTC 5294 followers, XXX engagements "Together $AMD and $PLTR form the core stack of the computable world: - AMD = the hardware to compute reality From factories to vehicles its chips power the edge capturing and processing the raw patterns that make up the world. - Palantir = the software to model it It takes those edge signals and turns them into structured meaning an ontology that lets us simulate predict and act on reality in real time"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232978587222487) 2025-07-18 15:37:56 UTC 5272 followers, XXX engagements "3. The Secret Weapon: Chiplets The real innovation wasnt just Zen. It was AMDs early bet on modular chiplet architecture. Instead of pushing giant monolithic dies to the limit AMD built scalable compute like LEGO blocks. Cheaper higher-yield more flexible"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680047143203187) 2025-07-22 15:28:04 UTC 5294 followers, 2469 engagements "Im not a lawyer. Youre probably not either. But as investors our job is to evaluate management. Do they have the competence vision and grit to steer through uncertainty Thats what really matters"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332023015247927) 2025-07-24 10:38:47 UTC 5294 followers, XXX engagements "If you found this thread valuable youll love the deep dive I wrote on $HIMS - coming out soon 📩 I break down the full thesis growth regulation personalization and why this could be a generational healthcare brand. Get it in your inbox 👉"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332041893798049) 2025-07-24 10:38:51 UTC 5294 followers, XXX engagements "Computation is no longer just tech. Its becoming the infrastructure of civilization. Why Because reality itself is computable. Everything from markets to medicine war to weather it all runs on patterns. And patterns can be modeled"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232963957452802) 2025-07-18 15:37:52 UTC 5272 followers, XXX engagements "Heres why I believe $AMD could 100x over the next few decades 👇 🎥 Full breakdown on YouTube: Watch here"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339842208690415) 2025-07-24 11:09:51 UTC 5294 followers, 1022 engagements "2. That Focus Changed Everything AMD rebuilt its product stack from the ground up. Ryzen in consumer EPYC in data center Zen architecture + chiplets at the core The result $4B $25.8B revenue (20152024) 20%+ server market share CPUs now fund AMDs next act: AI"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680044098130197) 2025-07-22 15:28:03 UTC 5294 followers, 2777 engagements "While $NVDA dominates headlines $AMD is stacking fundamentals: $5B+ in R&D Strategic bets on edge compute FPGAs AI inference Acquisitions like Xilinx & Pensando = full-stack dominance Big clients: OpenAI Meta xAI Azure The foundation is built"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492109064036852) 2025-07-16 14:33:58 UTC 5280 followers, 14.5K engagements "Wall Street will try to shake you out. The media will mock you. The stocks will crash. And theyll say See I told you it was over. But if the fundamentals are intact if the thesis holds hold the damn line. The world is becoming ontology-defined. Bet accordingly"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946537118517334069) 2025-07-19 11:46:28 UTC 5272 followers, XXX engagements "9. And Here's What the Market Still Doesn't Understand: Compute demand is infinite. AI models keep scaling Use-cases keep expanding Every new sector (biotech defense edge) adds pressure This isnt a finite TAM. Its a generational transition"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947680065136787860) 2025-07-22 15:28:08 UTC 5294 followers, 1658 engagements "Even without compounded semaglutide HIMS expects: 💰 $2.3B$2.4B in FY25 revenue 📈 5663% YoY growth 💊 Major push into oral weight-loss offerings 💡 Expanding GLP-1 alternatives like liraglutide This isnt a one-product company. Its a platform"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332034763419994) 2025-07-24 10:38:50 UTC 5294 followers, XXX engagements "Meanwhile NVIDIAs new Blackwell GPU shows cracks in its design philosophy. Yes its powerful. But its still two giant monolithic dies stitched together at the physical limits. NVIDIA hasnt gone modular just bigger"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946849758511092160) 2025-07-20 08:28:47 UTC 5172 followers, 7976 engagements "This matters more as compute evolves. LLMs. Video inference. Autonomous edge AI. Each workload is different and no monolithic chip can do it all. The future demands a modular adaptable platform. AMD already has it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946849766186328432) 2025-07-20 08:28:49 UTC 5239 followers, 5132 engagements "Everyone is still sleeping on this. But $HIMS is the most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110695554490662) 2025-07-15 13:18:22 UTC 5284 followers, 60.5K engagements "Im preparing a deep dive on - $SNAP. But after a few hours of research here are my honest first impressions: User growth looks impressive on paper. But culture vision and execution Things start to fall apart. Heres why Im not convinced - yet (raw thoughts).🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946998037617787295) 2025-07-20 18:18:00 UTC 5280 followers, 4601 engagements "Lets talk scale. In 1980 the biggest company in the world IBM was worth $40B. People thought that was huge. Today $NVDIA is flirting with $5T. So is a $10T company crazy No. Its just early"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922840906309802) 2025-07-23 07:32:50 UTC 5287 followers, XXX engagements "Snap is also rolling out: High-performance DR ad tools Sponsored Snaps & Promoted Places SMB onboarding & Snap Promote AI-powered Lens creation tools Simple Snap UI redesigns to boost engagement Quietly stacking product wins"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374339327238199) 2025-07-24 13:26:56 UTC 5294 followers, XX engagements "$SNAP is one of the most puzzling companies in tech. On one hand: 990M+ users industry-first AR and a philosophy rooted in authentic communication. On the other: weak monetization inconsistent execution and a management I struggle to trust. A brief summary 🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947376293844291710) 2025-07-21 19:21:03 UTC 5294 followers, 5640 engagements "To compute reality you need X layers: Patterned Reality The raw structure of the world Silicon Chips that translate it into digital signals Ontology Software that gives it meaning AMD powers Layer X. And Layer X is the bottleneck"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922815375532497) 2025-07-23 07:32:44 UTC 5292 followers, XXX engagements "And theyre printing cash. ✅ Record high margins ✅ Net income profitable ✅ $220M+ in cash ✅ Zero debt This isnt a hype stock. Its already executing"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706170582618362) 2025-07-14 10:30:56 UTC 5273 followers, XXX engagements "This is the new industrial revolution. Not powered by steam or steel but by: Patterned reality Silicon at the edge Ontologies running real-time cognition Every system on earth will be simulated optimized & software-defined. Factories hospitals battlefields supply chains entire cities ontologized. This stack will unlock trillions in economic value. Not hypothetically. Not someday. But over decades inevitably. And I plan to own it all"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946537116399460722) 2025-07-19 11:46:28 UTC 5154 followers, XXX engagements "Wall Street is still benchmarking AMD vs Nvidia. Wrong lens. This isnt about winning the GPU war. Its about building the platform for the future of reality. And AMD is the only chip company built to win in this environment"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946917066772013331) 2025-07-20 12:56:15 UTC 5150 followers, XXX engagements "So when I say AMD could one day hit a $XX trillion market cap Im not being crazy. Im just looking at the trajectory of tech compute and exponential growth"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339835078406581) 2025-07-24 11:09:49 UTC 5294 followers, XXX engagements "And yet Blackwell is still telling. Because for the first time NVIDIA has made tentative steps toward a chiplet-style structure. Its a clear validation of AMDs decade-long vision: Small modular dies scale better than giant slabs"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946849760347844709) 2025-07-20 08:28:48 UTC 5148 followers, 7206 engagements "I studied Palantir like my life depended on it and it did. $X entry. Publicly documented. Multibagger. Now Im doing the same with $HIMS. This is conviction investing not trend-chasing"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110699706864061) 2025-07-15 13:18:23 UTC 5291 followers, 1838 engagements "This is why computation is now the infrastructure of progress. AI biotech climate models robotics defense systems neural simulations financial markets Every industry. Every breakthrough. It all depends on compute"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945918609760367034) 2025-07-17 18:48:44 UTC 5173 followers, XXX engagements "Then there's culture. Lisa Sus leadership is the greatest corporate turnaround of our generation. She built an underdog army agile obsessed with iteration allergic to bureaucracy. They don't aim to be second-best. They want to build the biggest computers in the world"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492107176693962) 2025-07-16 14:33:58 UTC 5280 followers, 15.9K engagements
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@CMDarnton
"Palantirs Foundry platform isnt hype (it's already happening). Its a new way of thinking: Cities simulated in software Supply chains rerouted in real time Energy grids military ops logistics all run on ontology-driven AI This is Layer X of the compute stack"
@CMDarnton on X 2025-07-18 15:37:55 UTC 5275 followers, XXX engagements
"$AMD doesnt need to beat $NVDA head-on though I believe it eventually will. And heres the truth most people miss: In exponential markets you dont need XX% share to win big. You just need a foothold. Because even a 1015% share of a market growing at 50%+ CAGR is worth hundreds of billions" @CMDarnton on X 2025-07-23 07:32:51 UTC 5294 followers, XXX engagements
"This is the new paradigm: We dont just build factories. We simulate them. We dont just track supply chains. We forecast them. We dont just observe wars. We model and optimize decisions in real time. And every simulation needs compute. Lots of it" @CMDarnton on X 2025-07-24 11:09:43 UTC 5294 followers, XXX engagements
"Creator Economy: low-key promising. Creator usage is up 40%. Why Because Snap offers something different: intimacy. Its casual raw and real unlike Instagram which is more polished and performative. This could carve out a niche" @CMDarnton on X 2025-07-20 18:18:03 UTC 5158 followers, XXX engagements
"$HIMS is doing to medicine what Palantir did to defense. But theyre verticalizing the entire stack. Telehealth front-end Compounding infrastructure Subscription-based machine Theyre not selling drugs. Theyre rebuilding healthcare" @CMDarnton on X 2025-07-19 14:53:04 UTC 5286 followers, XXX engagements
"One of the greatest lessons I learned from investing in $PLTR at $XXXX. NEVER bet against a superior culture. Most investors only look at the numbers. But the biggest winners are hiding in the qualitative edge the culture the mission the talent. Heres what most never see 🧵" @CMDarnton on X 2025-07-19 21:01:21 UTC 5275 followers, 32K engagements
"Culture check: fail. Theres no sign of a team building for the long haul. No real vision. No emotional connection to the product. Im allergic to companies like this where the mission is missing and the culture feels average. How do you even motivate employees in that environment" @CMDarnton on X 2025-07-20 18:18:01 UTC 5155 followers, XXX engagements
"Snaps Spectacles and AR platform arent gimmicks. Theyre building the rails for ambient computing a world where: AR enhances the moment Tech integrates with presence Apps disappear into real life This isnt escape. Its embodiment" @CMDarnton on X 2025-07-24 13:26:53 UTC 5294 followers, XX engagements
"I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next. Wall Street thinks its just a DTC pill brand. Theyre dead wrong. I break down every bear case and show you the real story 👇" @CMDarnton on X 2025-07-14 10:30:54 UTC 5294 followers, 19.4K engagements
"Market doesnt get it yet. Why Because its seen as the other chip stock. Because the AI narrative is still stuck on training. But thats what makes it asymmetric" @CMDarnton on X 2025-07-18 12:12:01 UTC 5176 followers, 1645 engagements
"Lisa Su said it clearly: Inference will be the primary driver of AI and now were seeing that inflection point. The MI300 series is already winning business from Microsoft Meta and Oracle. This is the beginning of AMDs second act" @CMDarnton on X 2025-07-18 15:37:54 UTC 5176 followers, XXX engagements
"Augmented Reality Snap should own this category. They were early. They had the lead. But again no real roadmap I see. No aggressive push. They mention AR in passing but theres no deeper story. No platform-level ambition. Its disappointing" @CMDarnton on X 2025-07-20 18:18:01 UTC 5286 followers, XXX engagements
"Everyones chasing Meta & TikTok. But the most overlooked platform in consumer tech $SNAP. It has 900M+ MONTHLY users a unique AR vision and a shot at becoming a free cash flow machine. Heres the real story and why Wall Street doesnt get it 👇🧵" @CMDarnton on X 2025-07-24 13:26:51 UTC 5294 followers, 1583 engagements
"Many years ago I recorded countless podcasts with Antonio I was literally still a teenager We spoke about $PLTR and $SPOT when almost no one else was paying attention. People laughed when we said Palantir would be a multibagger. Today Those same names have gone 100X and created generational wealth. It will happen again. Stay sharp" @CMDarnton on X 2025-07-12 19:19:30 UTC 5278 followers, 53K engagements
"Lets talk tech. Is MedMatch truly proprietary Not yet. But its getting there. HIMS is integrating: Lab diagnostics Biomarker tracking Wearables AI-driven feedback loops Molecular-level care This isnt trivial. Its the foundation of precision medicine" @CMDarnton on X 2025-07-22 06:34:24 UTC 5284 followers, XXX engagements
"100x returns are still possible. You just need: A long enough time horizon A paradigm shift And a company building for whats next Thats $AMD. 📈 Watch it here before everyone else wakes up 👇" @CMDarnton on X 2025-07-23 07:32:54 UTC 5294 followers, 2347 engagements
"To compute reality you need X layers: Patterned Reality The raw structure of the world Silicon Chips that translate it into digital signals Ontology Software that gives it meaning AMD powers Layer X. And Layer X is the bottleneck" @CMDarnton on X 2025-07-24 11:09:44 UTC 5294 followers, XXX engagements
"This philosophy of tech serving human expression rather than dictating it runs deep. Where Meta is building escapist virtual worlds Snap is focused on augmenting the real one. Theyre not building a metaverse. Theyre building a human-first computing layer" @CMDarnton on X 2025-07-21 19:21:04 UTC 5277 followers, XXX engagements
"The AI accelerator market alone is projected to surpass $500B by 2028. If AMD captures just XX% thats $100B+ in revenue up from $12B today in data center. Thats a 10x jump without owning the market. Thats how exponential markets work. Tiny slices = massive upside" @CMDarnton on X 2025-07-23 07:32:51 UTC 5294 followers, XXX engagements
"Watch this before Wall Street catches on 👇 Hims & Hers is building the backend of 21st-century healthcare and nobody sees it yet" @CMDarnton on X 2025-07-13 08:11:18 UTC 5214 followers, 2506 engagements
"Snap is the funnel. Theyre the "first stop" on the digital journey. If they can figure out how to retain and evolve with that audience from XX to XX theyll have an insanely powerful lifecycle platform" @CMDarnton on X 2025-07-20 18:18:03 UTC 5154 followers, XXX engagements
"Chiplets arent just clever engineering theyre a superpower. Why They allow AMD to change direction at marginal cost. In a world where compute demand is exploding across AI inference edge robotics the bottleneck isnt demand its adaptability" @CMDarnton on X 2025-07-24 11:09:45 UTC 5294 followers, XXX engagements
"And what about churn Valid ED and hair loss are low-retention categories. But $HIMS is evolving the model: Daily bundled plans 60%+ of new users on personalized care XX% revenue retention in core verticals 1M+ on daily regimens already" @CMDarnton on X 2025-07-22 06:34:23 UTC 5283 followers, XXX engagements
"This isnt just elegant its economically dominant. It means AMD can target new compute markets as they emerge with speed precision and minimal overhead. While NVIDIA is spending billions on fixed architecture bets AMD is composing the future in real time" @CMDarnton on X 2025-07-24 11:09:46 UTC 5294 followers, XXX engagements
"Why I believe $AMD will 20X from here and dethrone $NVDA" @CMDarnton on X 2025-07-18 12:29:55 UTC 5286 followers, 6664 engagements
"Everyones still sleeping on this. But $HIMS is the single most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why: 🧵" @CMDarnton on X 2025-07-13 08:11:16 UTC 5281 followers, 53.1K engagements
"Lets get this straight: The total addressable market for computation = limitless. Why Because every industry from AI to biology defense to finance runs on it. Computation is the bridge between chaos and order. And AMD is the bridge-builder" @CMDarnton on X 2025-07-16 14:33:56 UTC 5208 followers, 22.3K engagements
"Lisa Su made this bet back in 2014 when AMD was $3B in debt. It was the most contrarian high-conviction move in semiconductor history. Now Nvidia is copying her design with Blackwell. Too little too late" @CMDarnton on X 2025-07-20 12:56:09 UTC 5150 followers, XXX engagements
"Why FPGAs matter: Can run real-time AI on limited power Ideal for aerospace defense industrial AI Fully customizable hardware logic Used in satellites drones 5G base stations and smart cameras And AMD owns the most advanced portfolio in the world" @CMDarnton on X 2025-07-18 12:11:59 UTC 5275 followers, 1874 engagements
"Everyones worshipping NVIDIA like its untouchable. But Ive seen this before. I went all in on $PLTR at $XXXX while the institutions laughed (receipts shown). Now I dropped $100000 into $AMD at $XX. Because its not hype Im chasing its asymmetric upside. Heres the full thesis: and why it could 10X in the AI era. 🧵👇" @CMDarnton on X 2025-07-18 12:11:53 UTC 5285 followers, 47K engagements
"When I bought $PLTR at $XXXX Wall Street laughed. Too opaque. Lumpy gov contracts. Wont work in the real world. Sound familiar I believe $HIMS could hit $2000 by 2030. But the same crowd is now yelling about $HIMS. Lets talk. 👇" @CMDarnton on X 2025-07-24 10:38:45 UTC 5294 followers, 4507 engagements
"Let me break this down: Theyre moving from: Generic prescriptions To: Daily personalized proactive care plans GLP-1s longevity meds wearable integrations and more This turns short-term use into long-term subscription flywheels" @CMDarnton on X 2025-07-14 10:30:56 UTC 5273 followers, XXX engagements
"But heres the paradox: $SNAP has 900M+ MAUs more than Spotify yet it makes a fraction of the revenue. ARPU remains one of the lowest in social media. So the question is: Why hasnt Snap monetized its insane scale And can that change" @CMDarnton on X 2025-07-24 13:26:54 UTC 5294 followers, XX engagements
"The demand for computation is now infinite. Why Because were not just observing reality anymore Were simulating it. Digital twins. Predictive models. Inference engines. This is the next industrial revolution and it runs on silicon + ontology" @CMDarnton on X 2025-07-18 15:37:52 UTC 5272 followers, XXX engagements
"Everyone laughed at Amazon in 2001. Theyll laugh at $HIMS in 2025. Then theyll watch it 100x. This is not a telehealth brand. This is a molecular health infrastructure play for personalised healthcare. Heres why Im betting on a $2000 share price 🧬👇" @CMDarnton on X 2025-07-11 15:54:34 UTC 5214 followers, 5600 engagements
"$SNAP AR launched in 2016 Spectacles are now in Gen X see-through spatially aware and powered by Snap OS. Developers are building apps on this system: web browsing multi-screen layouts generative AR pets and shared immersive experiences. This was REAL foresight by $SNAP" @CMDarnton on X 2025-07-21 19:21:05 UTC 5277 followers, XXX engagements
"Most people think HIMS is a boner pill brand. Wrong. Its a deflationary platform eating a trillion-dollar industry bloated with middlemen and broken incentives. Theyre not tweaking healthcare. Theyre replacing it" @CMDarnton on X 2025-07-15 13:18:23 UTC 5273 followers, 2182 engagements
"Even NVIDIAs ecosystem edge (CUDA) is eroding. As open-source tools adopt AMD support the barriers to switching shrink every quarter. The moat isnt gone but its leaking" @CMDarnton on X 2025-07-20 08:28:51 UTC 5162 followers, 3951 engagements
"But lets be honest: Execution has been shaky. Management isnt as clear or urgent as they should be. Investor comms feel cautious. And AR while visionary remains speculative. Theyve had the scale for years and still havent fully monetized it" @CMDarnton on X 2025-07-24 13:26:57 UTC 5294 followers, XX engagements
"Snapchat+ launched in 2022. Today its on a $600M+ run rate with just X% DAU penetration. Thats real traction. And management says theres room to raise prices. If Snap gets even Spotify-level conversion (39% MAUs) the upside is staggering" @CMDarnton on X 2025-07-24 13:26:55 UTC 5294 followers, XX engagements
"$PLTR and $AMD will 100x. Not in months. But over decades. Everyone thinks Im crazy. But Ive done it before $PLTR at $XXXX. And this time Im betting bigger. The next industrial revolution isnt powered by steel and electricity. Its powered by chips and ontology. 🧵" @CMDarnton on X 2025-07-19 11:46:18 UTC 5294 followers, 24.6K engagements
"So even if AMD never becomes the king of AI It doesnt matter. Just executing consistently modularly and efficiently is enough to unlock 100s of billions in enterprise value. In exponential markets second place still builds empires" @CMDarnton on X 2025-07-23 07:32:53 UTC 5294 followers, XXX engagements
"This isnt a tech trend. Its the substrate of civilization shifting. Every city company and battlefield is becoming programmable. Thats why compute demand doesnt plateau. It compounds. And AMD is building the silicon rails for it all" @CMDarnton on X 2025-07-23 07:32:45 UTC 5293 followers, XXX engagements
"This is the new compute stack: Layer 1: Patterned Reality Layer 2: Silicon (chips + edge sensors) Layer 3: Ontology (software twin) $AMD = Layer X $PLTR = Layer X Together they digitize the physical world. Thats the next industrial revolution" @CMDarnton on X 2025-07-20 12:56:12 UTC 5272 followers, XXX engagements
"The truth is: US healthcare is structurally broken. 🩺 Pricing opacity 🧾 Insurance bloat 🩺No incentive for better outcomes HIMS is building the digital layer on top of this mess" @CMDarnton on X 2025-07-15 13:18:24 UTC 5290 followers, 1593 engagements
"The Next Industrial Revolution Wont Be Steel or Oil. Itll Be Chips + Ontologies" @CMDarnton on X 2025-07-21 07:13:29 UTC 5272 followers, 4945 engagements
"This means AMD isnt just a data center story. Its a full-stack full-spectrum AI play: ✅ Cloud Inference (MI355) ✅ AI Training (MI300X) ✅ Edge AI (Ryzen APUs + Pensando) ✅ Reconfigurable AI (Xilinx FPGAs) No one else is playing this wide" @CMDarnton on X 2025-07-18 12:11:59 UTC 5277 followers, 1824 engagements
"Why $AMD Will 20X From Here & Beat $NVDA Computation is infinite and AMD owns the silicon layer. Lisa Su built a culture of speed discipline and dominance. Chiplets Monoliths modular wins in the age of edge AI" @CMDarnton on X 2025-07-19 12:43:51 UTC 5176 followers, 20K engagements
"6. Meta Knows This Thats Why They Picked AMD Meta is running its 405B Llama XXX model on MI300X. Why 192GB HBM3e memory (vs 80GB on H100) Full model shard runs on a single device Lower $/token and $/GB than NVIDIA 170000 units reportedly ordered" @CMDarnton on X 2025-07-22 15:28:06 UTC 5294 followers, 1990 engagements
"But it doesnt stop at inference. Lets talk about AMDs Edge AI play the most overlooked part of this story. 💡 Edge AI = Inference happening outside the data center Think: Self-driving cars Smart factories Retail surveillance Defense systems On-device LLMs This is where real-time low-latency AI matters. And its a TAM that could dwarf cloud AI" @CMDarnton on X 2025-07-18 12:11:57 UTC 5178 followers, 2437 engagements
"Bottom Line: HIMS is not a DTC pill company. Its a healthcare platform. Built from first principles. Vertically integrated. Intelligent. Scalable. This is the most misunderstood stock in consumer health. I bet the house on $PLTR at $X. Im betting big on $HIMS today" @CMDarnton on X 2025-07-13 09:33:38 UTC 5284 followers, XXX engagements
"Same with $HIMS. Wall Street sees a telehealth app. I see a verticalized healthcare company with: A moral mission: destigmatize and democratize wellness Deep alignment across clinical product and regulatory talent World-class execution in ops media and brand They're not just selling meds. They're rearchitecting healthcare from the consumer up" @CMDarnton on X 2025-07-19 21:01:24 UTC 5238 followers, 1181 engagements
"This isnt a DTC vitamin brand. This is a next-gen healthcare platform intelligent personalized capital-efficient. If Spotify rebuilt music and Amazon rebuilt retail Hims & Hers is rebuilding healthcare. The bears will be late again" @CMDarnton on X 2025-07-22 06:34:27 UTC 5293 followers, XXX engagements
"Hims & Hers is building the Amazon of personalized healthcare. But not like your doctors office. Theyre going XX layers deeper: Blood diagnostics Genetic risk scores Peptides & hormone therapies AI-driven health matching Platform-controlled compound meds This is healthcare re-architected at the molecular level" @CMDarnton on X 2025-07-11 15:54:35 UTC 5213 followers, XXX engagements
"Heres the screenshot $PLTR purchase at $XXXX. And yes Ive got plenty more. Hundreds of articles videos and podcasts all still live from the early days when no one cared about Palantir. I dont need to prove anything. But I share this out of transparency because Im building something bigger than just returns. Im building conviction. Some people still wont believe it especially when they realise how young I was when I made these bets. Thats fine. Im not here to convince anyone. Im here to win. And Ive got the receipts to prove it. FOLLOW FOR MORE INVESTMENT IDEAS:" @CMDarnton on X 2025-07-18 18:56:30 UTC 5271 followers, 5563 engagements
"Everyone is chasing $NVDA. I bet 100000+ on $AMD. Heres why I believe it will 100X just like my Palantir call at $X. Watch the full breakdown 🧠📈👇" @CMDarnton on X 2025-07-22 15:14:36 UTC 5294 followers, 2982 engagements
"5. Inference Is Where the Real War Will Be Fought Training wins headlines. Inference wins REAL revenue. Inference must be: Cheap Scalable Efficient Memory-dense AMDs MI300X delivers all fourat a price NVIDIA cant match" @CMDarnton on X 2025-07-22 15:28:05 UTC 5294 followers, 2113 engagements
"Everyones sleeping on $AMD. But Altman Zuck and Musk Theyre quietly betting on it. Lisa Su said data centers will hit tens of billions in the coming years. And $AMD is structurally BETTER positioned than NVIDIA. Heres why $AMD could 100X over the next decades 👇" @CMDarnton on X 2025-07-24 11:09:41 UTC 5294 followers, 8515 engagements
"$HIMS isnt a telehealth app. Its building: a) Molecular health infrastructure to predict & prevent disease b) The first platform where your entire biology from blood to behavior becomes a feedback loop c) A scalable engine with 100s of embedded micro-businesses" @CMDarnton on X 2025-07-13 08:11:16 UTC 5243 followers, 2965 engagements
"Everyones chasing $NVDA. But the real upside is hiding in plain sight. $AMD is building the compute backbone of the next industrial revolution modular scalable unstoppable. This is how it hits $1000+ and beats NVIDIA. 🧵👇" @CMDarnton on X 2025-07-20 08:28:46 UTC 5294 followers, 247.2K engagements
"Everyones chasing $NVDA. I went all-in on $AMD. Why Because AMD will 100X from here just like I called $PLTR at $X. The markets asleep. But Meta OpenAI and I know whats coming. AMD is going to disrupt NVIDIA. Heres the full thesis 🧠👇 🧵" @CMDarnton on X 2025-07-22 15:28:01 UTC 5294 followers, 53.4K engagements
"You dont get 100x returns by buying whats winning. You get them by buying whats inevitable before it looks inevitable. Just like I did with $PLTR at $XXXX. Ive got the screenshots. Ive got the returns. And Ive got the same conviction again" @CMDarnton on X 2025-07-20 12:56:11 UTC 5272 followers, XXX engagements
"Take $AMD. Lisa Su turned a near-bankrupt company into one of the most agile chipmakers on the planet. How By building a culture of: Ruthless focus Technological excellence Long-term mission (modular compute) Low ego high trust Talent density that rivals NVIDIA Nobody saw it coming just like no one saw chiplets becoming the future" @CMDarnton on X 2025-07-19 21:01:24 UTC 5283 followers, 1286 engagements
"This lets AMD serve every compute frontier: ✅ AI inference at the edge ✅Hyperscaler data centers ✅Gaming + graphics ✅ FPGAs & embedded compute ✅Semi-custom silicon And they can pivot at marginal cost. Thats the killer advantage" @CMDarnton on X 2025-07-24 11:09:48 UTC 5294 followers, XXX engagements
"Lets get one thing clear: Hims & Hers is not just building a "better" version of healthcare. Theyre building a parallel system consumer-first vertically integrated and digitally native. No insurance. No gatekeeping. No paperwork" @CMDarnton on X 2025-07-22 06:34:19 UTC 5280 followers, XXX engagements
"I put $100000 into $AMD at $XX. Im not selling (ever). Because this isnt a chip stock. Its the computational engine behind AI automation & the future of intelligence. While others chased hype I bet on chiplets execution and a visionary culture. Heres the full thesis. 👇" @CMDarnton on X 2025-07-05 20:31:31 UTC 5207 followers, 31.9K engagements
"Thats the bear case. This company is sitting on one of the largest youth-driven networks on Earth. And still Wall Street doesnt trust them to monetize it. Unless something changes Snap risks coasting while Meta & TikTok run laps around them" @CMDarnton on X 2025-07-24 13:26:58 UTC 5294 followers, XX engagements
"NVIDIA is great at centralized training. But AMD is quietly building an empire at the edge. Heres how: Ryzen + Radeon APUs for edge devices Xilinx FPGAs (more on this soon) Pensando acquisition = custom edge acceleration Full-stack hardware software deployment And the best part Theyre first-mover in many of these verticals" @CMDarnton on X 2025-07-18 12:11:58 UTC 5277 followers, 2219 engagements
"12. AMD Now Offers Full-Stack Solutions With ZT Systems and Pensando: Rack-level systems Full customer integration Rapid iteration cycles This isnt just a chip story. Its an infrastructure story" @CMDarnton on X 2025-07-22 15:28:11 UTC 5294 followers, 1430 engagements
"4. This Is Why AMD Is Disrupting NVIDIA Now NVIDIA still builds massive diesH100 Blackwell B200all near the reticle limit. AMD It scales compute horizontally with chiplets. That gives it a cost and yield advantage in the fastest-growing segment of AI: inference" @CMDarnton on X 2025-07-22 15:28:04 UTC 5294 followers, 2261 engagements
"AI should be the core narrative. And yet Almost nothing substantial is being said. Yes theres an AI chatbot in the app. But its mid at best no novel utility no innovation just seems like a "box-ticking" exercise. Compare this to Meta and the difference is night and day" @CMDarnton on X 2025-07-20 18:18:00 UTC 5286 followers, XXX engagements
"If I were to summarize: $PLTR was my conviction play on government + data. $AMD is my conviction play on the future of computation. Same framework. Same depth. Same high-conviction thesis. This time the bets even bigger" @CMDarnton on X 2025-07-16 14:33:59 UTC 5206 followers, 15.2K engagements
"This isnt just a bet on chips. Its a bet on culture. On agility. On leadership. Because in a world where computation is infinite the winner wont be the one with the loudest story Itll be the one with the strongest operating system" @CMDarnton on X 2025-07-16 14:33:56 UTC 5272 followers, 24.6K engagements
"This isnt just elegant its economically dominant. It means AMD can target new compute markets as they emerge with speed precision and minimal overhead. While NVIDIA is spending billions on fixed architecture bets AMD is composing the future in real time" @CMDarnton on X 2025-07-23 07:32:47 UTC 5294 followers, XXX engagements
"If you want the full thesis: How I spotted $PLTR at $X Why chiplets monoliths Why ontology is the future How edge AI will reshape civilization Its all free on my Substack. No course. No upsell. Just real conviction. 👇" @CMDarnton on X 2025-07-19 11:46:29 UTC 5272 followers, XXX engagements
"So why is Meta committing to a multi-year partnership with AMD This isnt a one-off dealits a long-term strategic relationship. And that tells us something important: AMDs inference technology is genuinely impressive. At the heart of it is their chiplet architecture which allows for scalable efficient compute tailored to diverse workloads. If AMD's tech werent delivering Metaof all companieswouldnt hesitate to pivot. Meta has the resources to build in-house or pay a premium for best-in-class alternatives. But theyre not doing that. Instead theyre doubling down on AMD. That suggests AMD is not" @CMDarnton on X 2025-07-21 16:16:47 UTC 5263 followers, XXX engagements
"AMD isnt just catching up its building the future of AI. Chiplets. Inference. Infrastructure. I break down why this is a 100X opportunity in my latest video: 📺 Watch here" @CMDarnton on X 2025-07-22 15:28:13 UTC 5294 followers, 4770 engagements
"And this isnt theory its already happening. Palantirs ontology can model an entire factory: It takes raw data signals from powered edge devices machines sensors robots and turns them into a live digital twin of operations. From raw signal real-time simulation intelligent action" @CMDarnton on X 2025-07-18 15:37:57 UTC 5280 followers, 1004 engagements
"Heres what I see in $HIMS management: ✅ Never missed guidance ✅ Scaling a tech-enabled healthcare platform ✅ Hiring ex-FDA Pfizer Amazon Novo Nordisk ✅ Transparency and legal confidence on earnings calls This is not a team winging it" @CMDarnton on X 2025-07-24 10:38:47 UTC 5294 followers, XXX engagements
"In a tech world obsessed with immersion virality & manipulation. Snap is building something radically different. A computing platform that respects human presence. Not hype. Not addiction. Just reality augmented. Thats a bet Ill keep watching" @CMDarnton on X 2025-07-24 13:26:59 UTC 5294 followers, XX engagements
"But AMDs chiplet architecture is modular. Like LEGO for silicon. Need more inference at the edge Swap in an accelerator tile. Need more memory bandwidth for LLMs Stack in a new HBM module. No need to redesign the whole chip just rebuild the configuration" @CMDarnton on X 2025-07-23 07:32:46 UTC 5287 followers, XXX engagements
"10. To Serve Infinite Demand You Need Marginal Cost Scaling NVIDIAs monolithic dies dont scale efficiently. If one piece of a 900mm die fails throw it all out. AMD Chiplets. Smaller dies Higher yields Modular updates Cost scales linearly not exponentially" @CMDarnton on X 2025-07-22 15:28:09 UTC 5294 followers, 1600 engagements
"And thats the beauty: $HIMS is not a GLP-1 play. Its a platform play. Weight loss brings people in. But they stay for: Daily wellness Hormone optimization Mental health Dermatology Longevity Each vertical becomes stickier over time" @CMDarnton on X 2025-07-22 06:34:22 UTC 5284 followers, XXX engagements
"Whats wild Snap launched Spectacles back in 2016. That was decades ahead of the curve. No one in Big Tech was seriously talking about wearable AR yet. This was staggering innovation visionary execution from management that still goes underappreciated" @CMDarnton on X 2025-07-24 13:26:53 UTC 5294 followers, XX engagements
"The case for AMD is irrefutable: This is how I think of it abstractly - & I don't think anyone else has really conceptualised it this way. Jim Simmons combined math & investing - I do philosophy / physics & investing. 1) This is the key idea: Computation is how we interact with informationand reality itself is made of information. Atoms. Genes. Languages. Markets. Behaviors. They can all be modeled computationally. Reality is computable The universe operates according to patterns and rules which means it can be modeled with algorithms. As more of reality becomes digitized and simulated" @CMDarnton on X 2025-07-18 15:15:48 UTC 5285 followers, 1073 engagements
"The world is being rebuilt in code chips and simulations. Those who own the stack from silicon to software will dominate. Most people dont see it yet. But when they do it will be far too late. Im in early. And Im not selling" @CMDarnton on X 2025-07-18 15:37:57 UTC 5267 followers, XXX engagements
"The healthcare market is worth over $10T. If they carve out even X% this becomes a multi-bagger. And theyre just getting started: Weight loss Hormone Mental health Sleep & longevity Diagnostics This isnt a one-product brand. Its an empire in the making" @CMDarnton on X 2025-07-22 06:34:18 UTC 5287 followers, XXX engagements
"Were entering the Age of Compute. And AMD isnt just another chip stock. Its infrastructure. Its strategy. Its leverage on the next industrial revolution. And most people havent figured that out yet" @CMDarnton on X 2025-07-23 07:32:53 UTC 5294 followers, XXX engagements
"But not all chips are built equal. NVIDIAs architecture is powerful yes but its monolithic. Harder to scale. Less modular. AMD Built on chiplets small stackable modules. Faster to develop cheaper to manufacture easier to scale" @CMDarnton on X 2025-07-23 07:32:45 UTC 5294 followers, XXX engagements
"7.Then OpenAI Followed In June 2025 OpenAI committed to deploying AMDs MI350and co-developing MI450 silicon. This is CUDA erosion in real time. Its not theoretical anymore" @CMDarnton on X 2025-07-22 15:28:06 UTC 5294 followers, 1839 engagements
"In a world where compute demand is effectively infinite The ability to deliver modular compute at marginal cost is a cheat code. Thats the chiplet advantage. Thats the AMD play" @CMDarnton on X 2025-07-23 07:32:48 UTC 5294 followers, XXX engagements
"AMD will never catch NVIDIA. Heard it before. In 2014 AMD was nearly bankrupt. Intel owned the CPU market. Lisa Su doubled down on architecture. Fast-forward to today: AMD crushed Intel in x86. Now its doing the same in AI" @CMDarnton on X 2025-07-23 07:32:50 UTC 5294 followers, XXX engagements
"In a world where compute demand is effectively infinite The ability to deliver modular compute at marginal cost is a cheat code. Thats the chiplet advantage. Thats the AMD play" @CMDarnton on X 2025-07-24 11:09:47 UTC 5294 followers, XXX engagements
"If you found this breakdown useful I will launch the full deep dive on $SNAP soon: 📺 YouTube breakdown 🧠 Substack writeup" @CMDarnton on X 2025-07-24 13:27:00 UTC 5294 followers, XXX engagements
"Started with Survival In 2014 AMD was nearing collapse. Lisa Su had just taken over as CEO. With limited capital and an urgent need to rebuild AMD made a bold call: Forget everything else. Focus on CPUsand win" @CMDarnton on X 2025-07-22 15:28:02 UTC 5294 followers, 3022 engagements
"This is bigger than GPUs. Its about the economic substrate of civilization. Cities factories logistics battlefields all will be digitized. To digitize reality you need compute. And to scale compute you need chiplets. Thats AMD" @CMDarnton on X 2025-07-20 12:56:14 UTC 5154 followers, XXX engagements
"The AI accelerator market is projected to reach $XXX billion by 2028. If AMD captures just XX% it could generate $50B+ in annual data center revenue A 7x jump from today with +60% margins. Thats a multi-hundred-billion-dollar opportunity" @CMDarnton on X 2025-07-20 08:28:47 UTC 5294 followers, 9436 engagements
"This lets AMD serve every compute frontier: ✅ AI inference at the edge ✅Hyperscaler data centers ✅Gaming + graphics ✅ FPGAs & embedded compute ✅Semi-custom silicon And they can pivot at marginal cost. Thats the killer advantage" @CMDarnton on X 2025-07-23 07:32:48 UTC 5287 followers, XXX engagements
"$HIMS is not a telehealth brand. Its building: a) Molecular health infrastructure b) A biological feedback loop from blood to behavior c) A vertically integrated engine with 100s of internalized micro-businesses This is a system not a storefront" @CMDarnton on X 2025-07-14 10:30:54 UTC 5294 followers, XXX engagements
"Nvidia is backlogged until 2026. Hyperscalers are desperate for alternatives. Meta Microsoft OpenAI Oracle all betting on AMD. X of top XX global AI companies now deploy MI300 systems" @CMDarnton on X 2025-07-20 12:56:13 UTC 5279 followers, XXX engagements
"13. Financials Are Already Reflecting the Shift Data center revenue: $14.1B in 2024 (49% of total) Q1 2025: $3.67B up XX% YoY AI revenue expected to grow 60%+ in 2025 Tens of billions forecasted by 2026 This is real momentum" @CMDarnton on X 2025-07-22 15:28:12 UTC 5294 followers, 2010 engagements
"FPGA = another advantage. Reconfigurable chips that adapt in real time. AMD owns this market (Xilinx). Nvidia cant even touch it. Perfect for edge devices: drones satellites defense. Again flexibility beats brute force" @CMDarnton on X 2025-07-20 12:56:14 UTC 5279 followers, XXX engagements
"Why $AMD Could 100X (From Here) a) Computation = Turning Chaos into Order. Everything we build - from houses to software - starts with the mind applying computation: taking raw inputs and structuring them into meaningful outcomes. b) The Mind is a Computational Engine. While not fully computational the mind clearly processes information makes decisions and creates order. Thats what makes order possible. c) Chips Are the Next Mind. Chips are a reflection of the human mind itself: we intake information process it through cognitive structures and produce meaningful output - decisions actions or" @CMDarnton on X 2025-07-15 18:45:20 UTC 5289 followers, 6125 engagements
"$AMD isnt just competing with $NVDA its coming to win. The future runs on compute. And AMD is building the infrastructure to power it faster cheaper and more modular than anyone else. This isnt hype. Its strategy. Heres why I believe $AMD can 100X 👇🧵" @CMDarnton on X 2025-07-23 07:32:40 UTC 5294 followers, 4445 engagements
"11. AMD Can Mix & Match Compute at the Package Level MI300X = GPU-only MI300A = CPU + GPU (APU for data centers) Same chiplet foundation. Different workloads. This flexibility is critical as compute shifts from training to inference to edge" @CMDarnton on X 2025-07-22 15:28:10 UTC 5293 followers, 1509 engagements
"But not all chips are built equal. NVIDIAs architecture is powerful yes but its monolithic. Harder to scale. Less modular. AMD Built on chiplets small stackable modules. Faster to develop cheaper to manufacture easier to scale" @CMDarnton on X 2025-07-24 11:09:44 UTC 5294 followers, XXX engagements
"I went all-in on $PLTR at $X. Institutions ignored it. Now its one of my best investments. But today Ive found the next one. 👇 This time its $AMD. And heres why I believe itll outperform $NVDA. 🧵" @CMDarnton on X 2025-07-16 14:33:55 UTC 5294 followers, 384.2K engagements
"From sexual health to weight loss to longevity $HIMS is turning low-retention verticals into sticky high-margin subscription engines. Daily personalized multi-action treatment plans are now the core offering" @CMDarnton on X 2025-07-13 08:11:17 UTC 5214 followers, 2794 engagements
"Like with Palantir people will only understand in hindsight. By then itll be too late. Investing is ultimately a form of delegation. And I trust the people running $HIMS to do what theyve done every quarter since Day 1: Execute" @CMDarnton on X 2025-07-24 10:38:51 UTC 5294 followers, XXX engagements
"Now lets address the elephant in the room: Everyone else pulled out of compounded GLP-1s. Doesnt that mean HIMS is wrong No. That means theyre different. Most competitors dont offer personalization. HIMS does. And the data shows it works" @CMDarnton on X 2025-07-24 10:38:48 UTC 5294 followers, XXX engagements
""But what if regulators crack down on GLP-1 compounding" Fair concern. But heres the truth: Compounded GLP-1s = only XX% of revenue Already launching FDA-approved generics (e.g. Liraglutide) $100M run-rate oral weight loss kits already scaling Platform is not dependent on any single product" @CMDarnton on X 2025-07-22 06:34:21 UTC 5287 followers, XXX engagements
"Heres the setup: ✔ Direct-to-consumer pricing ✔ No insurance bureaucracy ✔ Vertically integrated delivery ✔ An AI-driven EMR engine that learns Theyre turning data into better care" @CMDarnton on X 2025-07-15 13:18:24 UTC 5282 followers, 1449 engagements
"$AMD is building the silicon backbone. Theyre not just catching up to NVIDIA theyre outmaneuvering them in edge inference and modular compute. Chiplets. Flexibility. Scale. Theyre making AI affordable for the world. XX% more tokens per dollar" @CMDarnton on X 2025-07-19 14:53:03 UTC 5263 followers, XXX engagements
"HIMS is executing an Innovation Stack micro-iterations that compound over time. From UI tweaks to back-end data optimization every layer is built to reduce friction and increase retention. This is what defensibility looks like in consumer health" @CMDarnton on X 2025-07-22 06:34:21 UTC 5284 followers, XXX engagements
"AMD also dominates in the inference market where cost per token matters more than raw speed. Lower dollar-per-gigabyte More onboard memory Better rack-level economics In inference AMD is already ahead" @CMDarnton on X 2025-07-20 08:28:51 UTC 5146 followers, 4332 engagements
"From Q3 earnings: Over 1M patients are on personalized treatments 70%+ of new subscribers opted in Adherence is higher than industry benchmarks Personalization is driving platform-wide retention Thats not hype. Thats execution" @CMDarnton on X 2025-07-24 10:38:49 UTC 5294 followers, XXX engagements
"The Next Industrial Revolution Wont Be Steel or Oil. Itll Be Chips + Ontologies. I invested 100000 into $AMD at $XX. Why Because this is a 100X opportunity hiding in plain sight. Heres why AMD will eat $NVDA alive over the next decades 🧵👇" @CMDarnton on X 2025-07-20 12:56:07 UTC 5294 followers, 17.5K engagements
"Why the Bear Case on $HIMS Is DEAD WRONG 🧵 They said Palantir had no moat. They said Spotify was just a music app. Now theyre saying Hims & Hers is just a telehealth storefront. They're wrong again. Heres why Im betting BIG. 👇" @CMDarnton on X 2025-07-13 09:33:34 UTC 5242 followers, 3105 engagements
"Fast forward to 2025. The market is now freaking out about $HIMS. The same script: Legal risk Compounded GLP-1 grey zone Big Pharma pressure Competitors pulling back Sounds scary. But lets zoom out" @CMDarnton on X 2025-07-24 10:38:46 UTC 5294 followers, XXX engagements
"$SNAP isnt priced like a future-defining platform. But it might be. If the monetization engine kicks in through AR Snapchat+ DR ads this becomes a very different business. Think 10X optionality" @CMDarnton on X 2025-07-24 13:26:59 UTC 5294 followers, XXX engagements
"Chiplets arent just clever engineering theyre an economic superpower. Why Because they allow AMD to change direction at marginal cost. In a world where compute demand is exploding across AI inference edge robotics biotech autonomous vehicles the bottleneck isnt demand its adaptability. And most chip companies are stuck. Their monolithic designs are rigid. Costly. Slow to pivot" @CMDarnton on X 2025-07-23 07:32:46 UTC 5293 followers, XXX engagements
"In 1980 IBM was the worlds largest company. Its market cap $40B. People thought that was massive. Today NVDIA is flirting with $5T" @CMDarnton on X 2025-07-24 11:09:48 UTC 5294 followers, XXX engagements
"This is the new paradigm: We dont just build factories. We simulate them. We dont just track supply chains. We forecast them. We dont just observe wars. We model and optimize decisions in real time. And every simulation needs compute. Lots of it" @CMDarnton on X 2025-07-23 07:32:43 UTC 5293 followers, XXX engagements
"And AMDs chiplet architecture makes this path more likely not less. Hyperscalers dont want to be dependent on a single vendor. Especially not one as vertically integrated as NVIDIA. They want optionality. They want price pressure. They want modular AI compute. And AMD delivers exactly that" @CMDarnton on X 2025-07-23 07:32:52 UTC 5292 followers, XXX engagements
"Lets talk FPGAs. This is the hidden lever nobody's talking about. AMD bought Xilinx for $49B in 2022. And what they got was access to reconfigurable AI compute at the edge" @CMDarnton on X 2025-07-18 12:11:58 UTC 5277 followers, 2000 engagements
"I dont need AMD to become NVIDIA. I just need AMD to: Dominate inference Capture Edge AI Ride datacenter expansion Monetize Xilinx deeply Even partial success = 10X upside from here" @CMDarnton on X 2025-07-18 12:12:02 UTC 5277 followers, 1584 engagements
"The bear thesis is based on a surface-level read. Yes risks remain regulation churn tech maturity. But look deeper: Consumer behavior is changing Platform is scaling Infrastructure is real The market is massive And most importantly: HIMS is executing" @CMDarnton on X 2025-07-22 06:34:27 UTC 5283 followers, XXX engagements
"This is a OLD podcast I recorded with Antonio MANY years ago back when I was still a teenager (slightly embarrassing in hindsight). Back when NOBODY was talking about $PLTR or $SPOT. The title Why Spotify & Palantir Are The Most Disruptive Stocks We saw the quality instantly. Fast forward both stocks exploded 100X. You cant fake this. A digital track record is undefeated. @alc2022" @CMDarnton on X 2025-07-12 20:01:20 UTC 5274 followers, 25.1K engagements
"With Palantir the narrative was clear: Black box business model Cant scale commercially Too invasive for enterprise But the real question was simple: Can this team execute through chaos Spoiler: They could" @CMDarnton on X 2025-07-24 10:38:46 UTC 5294 followers, XXX engagements
"So whats the real bet Its not will HIMS win in GLP-1s Its: Will HIMS build a personalized consumer-first healthcare brand that compounds over time And I believe the answer is yes" @CMDarnton on X 2025-07-24 10:38:50 UTC 5294 followers, XXX engagements
"If you want full breakdowns of asymmetric plays like this I write deep-dive research weekly. 📩 No hype. Just high-conviction investing before the crowd catches on" @CMDarnton on X 2025-07-20 08:28:53 UTC 5157 followers, 4274 engagements
"Why I believe $AMD will 20X from here and dethrone $NVDA This is the next Palantir. And I dont say that lightly. I bought $PLTR at $XXXX. Documented it all. Podcasts. Articles. Interviews. Receipts. Hundreds of hours. 20X returns. Now Im making the same asymmetric bet again. Let me explain why:" @CMDarnton on X 2025-07-17 16:29:12 UTC 5294 followers, 236.7K engagements
"Thats why Meta picked AMDs MI300X to run its 405B-parameter Llama XXX model. With 192GB HBM3e and XXX TB/s bandwidth it can run entire model shards on a single device something NVIDIAs H100 cant do" @CMDarnton on X 2025-07-20 08:28:50 UTC 5239 followers, 4783 engagements
"This is where the puck is going: Biotracking Precision prevention Continuous diagnostics Affordable peptide therapy Healthspan-as-a-service And Hims & Hers is the only player building the rails the data graph and the distribution. You cant outspend this. You cant copy this" @CMDarnton on X 2025-07-11 15:54:39 UTC 5214 followers, XXX engagements
"And the TAM Were talking: Sexual health Mental health Hair loss Weight loss Primary care Longevity Diagnostics Blood biomarkers Genomics This isnt niche. Its total healthcare reinvention" @CMDarnton on X 2025-07-14 10:30:57 UTC 5292 followers, XXX engagements
"This wont happen overnight. But if you believe compute will power the next industrial revolution Then $AMD isnt just a chip company its infrastructure for the future. And its still early" @CMDarnton on X 2025-07-24 11:09:50 UTC 5294 followers, XXX engagements
"Ive written a more in-depth blog but heres the key idea: AMDs chiplet architecture enables it to adapt to the evolving demands of the compute market at minimal marginal cost. The demand for computation is in principle unlimited - so its too narrow to view the market as just CPUs and GPUs. As new forms of compute emerge - like FPGAs and edge accelerators - the ability to pivot and scale across these domains with minimal overhead becomes a major strategic advantage" @CMDarnton on X 2025-07-21 07:01:57 UTC 5206 followers, XX engagements
"AMDs chiplet architecture is modular. Like LEGO for silicon. Need more inference at the edge Swap in an accelerator tile. Need more memory bandwidth for LLMs Stack in a new HBM module. No need to redesign the whole chip just rebuild the configuration" @CMDarnton on X 2025-07-24 11:09:45 UTC 5294 followers, XXX engagements
"Together $AMD and $PLTR form the core stack of the computable world: - AMD = the hardware to compute reality From factories to vehicles its chips power the edge capturing and processing the raw patterns that make up the world. - Palantir = the software to model it It takes those edge signals and turns them into structured meaning an ontology that lets us simulate predict and act on reality in real time" @CMDarnton on X 2025-07-18 15:37:56 UTC 5272 followers, XXX engagements
"3. The Secret Weapon: Chiplets The real innovation wasnt just Zen. It was AMDs early bet on modular chiplet architecture. Instead of pushing giant monolithic dies to the limit AMD built scalable compute like LEGO blocks. Cheaper higher-yield more flexible" @CMDarnton on X 2025-07-22 15:28:04 UTC 5294 followers, 2469 engagements
"Im not a lawyer. Youre probably not either. But as investors our job is to evaluate management. Do they have the competence vision and grit to steer through uncertainty Thats what really matters" @CMDarnton on X 2025-07-24 10:38:47 UTC 5294 followers, XXX engagements
"If you found this thread valuable youll love the deep dive I wrote on $HIMS - coming out soon 📩 I break down the full thesis growth regulation personalization and why this could be a generational healthcare brand. Get it in your inbox 👉" @CMDarnton on X 2025-07-24 10:38:51 UTC 5294 followers, XXX engagements
"Computation is no longer just tech. Its becoming the infrastructure of civilization. Why Because reality itself is computable. Everything from markets to medicine war to weather it all runs on patterns. And patterns can be modeled" @CMDarnton on X 2025-07-18 15:37:52 UTC 5272 followers, XXX engagements
"Heres why I believe $AMD could 100x over the next few decades 👇 🎥 Full breakdown on YouTube: Watch here" @CMDarnton on X 2025-07-24 11:09:51 UTC 5294 followers, 1022 engagements
"2. That Focus Changed Everything AMD rebuilt its product stack from the ground up. Ryzen in consumer EPYC in data center Zen architecture + chiplets at the core The result $4B $25.8B revenue (20152024) 20%+ server market share CPUs now fund AMDs next act: AI" @CMDarnton on X 2025-07-22 15:28:03 UTC 5294 followers, 2777 engagements
"While $NVDA dominates headlines $AMD is stacking fundamentals: $5B+ in R&D Strategic bets on edge compute FPGAs AI inference Acquisitions like Xilinx & Pensando = full-stack dominance Big clients: OpenAI Meta xAI Azure The foundation is built" @CMDarnton on X 2025-07-16 14:33:58 UTC 5280 followers, 14.5K engagements
"Wall Street will try to shake you out. The media will mock you. The stocks will crash. And theyll say See I told you it was over. But if the fundamentals are intact if the thesis holds hold the damn line. The world is becoming ontology-defined. Bet accordingly" @CMDarnton on X 2025-07-19 11:46:28 UTC 5272 followers, XXX engagements
"9. And Here's What the Market Still Doesn't Understand: Compute demand is infinite. AI models keep scaling Use-cases keep expanding Every new sector (biotech defense edge) adds pressure This isnt a finite TAM. Its a generational transition" @CMDarnton on X 2025-07-22 15:28:08 UTC 5294 followers, 1658 engagements
"Even without compounded semaglutide HIMS expects: 💰 $2.3B$2.4B in FY25 revenue 📈 5663% YoY growth 💊 Major push into oral weight-loss offerings 💡 Expanding GLP-1 alternatives like liraglutide This isnt a one-product company. Its a platform" @CMDarnton on X 2025-07-24 10:38:50 UTC 5294 followers, XXX engagements
"Meanwhile NVIDIAs new Blackwell GPU shows cracks in its design philosophy. Yes its powerful. But its still two giant monolithic dies stitched together at the physical limits. NVIDIA hasnt gone modular just bigger" @CMDarnton on X 2025-07-20 08:28:47 UTC 5172 followers, 7976 engagements
"This matters more as compute evolves. LLMs. Video inference. Autonomous edge AI. Each workload is different and no monolithic chip can do it all. The future demands a modular adaptable platform. AMD already has it" @CMDarnton on X 2025-07-20 08:28:49 UTC 5239 followers, 5132 engagements
"Everyone is still sleeping on this. But $HIMS is the most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why 🧵👇" @CMDarnton on X 2025-07-15 13:18:22 UTC 5284 followers, 60.5K engagements
"Im preparing a deep dive on - $SNAP. But after a few hours of research here are my honest first impressions: User growth looks impressive on paper. But culture vision and execution Things start to fall apart. Heres why Im not convinced - yet (raw thoughts).🧵" @CMDarnton on X 2025-07-20 18:18:00 UTC 5280 followers, 4601 engagements
"Lets talk scale. In 1980 the biggest company in the world IBM was worth $40B. People thought that was huge. Today $NVDIA is flirting with $5T. So is a $10T company crazy No. Its just early" @CMDarnton on X 2025-07-23 07:32:50 UTC 5287 followers, XXX engagements
"Snap is also rolling out: High-performance DR ad tools Sponsored Snaps & Promoted Places SMB onboarding & Snap Promote AI-powered Lens creation tools Simple Snap UI redesigns to boost engagement Quietly stacking product wins" @CMDarnton on X 2025-07-24 13:26:56 UTC 5294 followers, XX engagements
"$SNAP is one of the most puzzling companies in tech. On one hand: 990M+ users industry-first AR and a philosophy rooted in authentic communication. On the other: weak monetization inconsistent execution and a management I struggle to trust. A brief summary 🧵" @CMDarnton on X 2025-07-21 19:21:03 UTC 5294 followers, 5640 engagements
"To compute reality you need X layers: Patterned Reality The raw structure of the world Silicon Chips that translate it into digital signals Ontology Software that gives it meaning AMD powers Layer X. And Layer X is the bottleneck" @CMDarnton on X 2025-07-23 07:32:44 UTC 5292 followers, XXX engagements
"And theyre printing cash. ✅ Record high margins ✅ Net income profitable ✅ $220M+ in cash ✅ Zero debt This isnt a hype stock. Its already executing" @CMDarnton on X 2025-07-14 10:30:56 UTC 5273 followers, XXX engagements
"This is the new industrial revolution. Not powered by steam or steel but by: Patterned reality Silicon at the edge Ontologies running real-time cognition Every system on earth will be simulated optimized & software-defined. Factories hospitals battlefields supply chains entire cities ontologized. This stack will unlock trillions in economic value. Not hypothetically. Not someday. But over decades inevitably. And I plan to own it all" @CMDarnton on X 2025-07-19 11:46:28 UTC 5154 followers, XXX engagements
"Wall Street is still benchmarking AMD vs Nvidia. Wrong lens. This isnt about winning the GPU war. Its about building the platform for the future of reality. And AMD is the only chip company built to win in this environment" @CMDarnton on X 2025-07-20 12:56:15 UTC 5150 followers, XXX engagements
"So when I say AMD could one day hit a $XX trillion market cap Im not being crazy. Im just looking at the trajectory of tech compute and exponential growth" @CMDarnton on X 2025-07-24 11:09:49 UTC 5294 followers, XXX engagements
"And yet Blackwell is still telling. Because for the first time NVIDIA has made tentative steps toward a chiplet-style structure. Its a clear validation of AMDs decade-long vision: Small modular dies scale better than giant slabs" @CMDarnton on X 2025-07-20 08:28:48 UTC 5148 followers, 7206 engagements
"I studied Palantir like my life depended on it and it did. $X entry. Publicly documented. Multibagger. Now Im doing the same with $HIMS. This is conviction investing not trend-chasing" @CMDarnton on X 2025-07-15 13:18:23 UTC 5291 followers, 1838 engagements
"This is why computation is now the infrastructure of progress. AI biotech climate models robotics defense systems neural simulations financial markets Every industry. Every breakthrough. It all depends on compute" @CMDarnton on X 2025-07-17 18:48:44 UTC 5173 followers, XXX engagements
"Then there's culture. Lisa Sus leadership is the greatest corporate turnaround of our generation. She built an underdog army agile obsessed with iteration allergic to bureaucracy. They don't aim to be second-best. They want to build the biggest computers in the world" @CMDarnton on X 2025-07-16 14:33:58 UTC 5280 followers, 15.9K engagements