[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) "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 5569 followers, XXX engagements "8. Retention is weak. False. Over XX% of new users now opt into daily personalized protocols Daily use in sexual health is up XXX% YoY 10pt improvement in retention vs on-demand users This is now habitual healthcare"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948995869929349175) 2025-07-26 06:36:40 UTC 5619 followers, XXX engagements "Lets talk numbers. $NVDA market cap: $4.2T $AMD market cap: $262B If AMD reaches NVIDIAs current valuation Thats a $2200 share price. A 16x from here. I bought $PLTR at $XXXX. But I still believe AMD can 100X - & crush NVIDIA"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633061349871781) 2025-07-25 06:35:00 UTC 5616 followers, 4063 engagements "$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 5380 followers, XXX engagements "And this is what Ive learned: Culture compounds Architecture scales Software eats systems Most of the market is still looking for a tech sector winner. Palantir is building civilizations substrate. This isnt an app. Its the new grid"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775547938517028) 2025-07-25 16:01:11 UTC 5619 followers, XXX engagements "Whats my take Legal risk exists. You cant deny it. But Hims isnt operating in a vacuum. Theyre not alone unprotected or unaware. The team is experienced. The infrastructure is credible. And the business is evolving. Thats a very different story from high-flying DTC fraud"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848331351896546) 2025-07-25 20:50:24 UTC 5619 followers, XXX engagements "Theres been a lot of noise around $HIMS lately. Compounded GLP-1s. Regulatory grey zones. Competitors pulling out. Lets take a clear-eyed look at whats happening the legal risks the strategic moves and why I believe this is misunderstood (but not risk-free). 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848300154859843) 2025-07-25 20:50:17 UTC 5619 followers, 52.7K 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 5576 followers, XXX engagements "Heres the core insight: Everything in the real world follows patterns. Atoms Genes Traffic Markets Wars If something follows rules it can be modeled. If it can be modeled it can be simulated. If it can be simulated it can be controlled"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775530477523075) 2025-07-25 16:01:07 UTC 5619 followers, XXX engagements "Everyones hyped about $NVDA. But Im betting on $AMD to win the real AI war. Why Inference. Edge compute. Agility. While Nvidia builds for data centers AMD is building for everything else. $2000 by 2030 isnt a meme. Its math. 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948455284306846158) 2025-07-24 18:48:34 UTC 5614 followers, 5372 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 5536 followers, 1648 engagements "DCFs are for clowns. You cant compute culture. You cant model dominance. And with $PLTR every analyst got it wrong. How do you slap a price target on: A monopoly on ontology A war-tested founder culture And XXX% adoption of a category-defining platform You dont. You just buy early. Same story with $HIMS. Wall Streets trying to model it like a pharmacy. But how do you model this: A vertically integrated digital funnel A central brain learning from millions of data points Precision healthcare with XXX% adoption in a $10T market You dont. You just get in before it compounds"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1949149289134932063) 2025-07-26 16:46:18 UTC 5619 followers, 18.1K 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 5544 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 5619 followers, 6286 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 5317 followers, 53K engagements "@BartKoopman7 So when I say AMD can 100X I mean it not overnight but over the coming decades. Because AMD is fundamentally in the business of computation and I believe the demand for compute is in principle unlimited"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948638544114974845) 2025-07-25 06:56:47 UTC 5544 followers, XX engagements "12. Meta knows this. Thats why Zuckerberg picked AMD to run real-time Llama XXX workloads. 170000 MI300X units reportedly ordered. Zuck isn't playing around this is production inference on the worlds biggest open model"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633086880571562) 2025-07-25 06:35:06 UTC 5546 followers, XX 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 5401 followers, 2523 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 5577 followers, XXX engagements "Is this why other companies (Ro Noom WeightWatchers) pulled back from GLP-1s Yes. I suspect most didnt have the infrastructure to meet the standard for individualized care. Without the tech or clinical protocols to justify personalization compounding is far riskier"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848310325846273) 2025-07-25 20:50:19 UTC 5619 followers, 1083 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 5319 followers, XXX 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 5384 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 5569 followers, XXX engagements "Conclusion: Inference is 1000x bigger than training AMD dominates inference at scale & at the edge Chiplet architecture scales compute like no one else Meta & OpenAI are going all-in ROCm is now production-ready The demand for compute is unlimited $AMD isnt just catching up. Its about to become the default silicon for the intelligent world"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633098129748036) 2025-07-25 06:35:09 UTC 5614 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 5576 followers, XXX engagements "If AMD hits NVDAs level $2200 Thats a 16x. I think it 100xs. And beats NVIDIA. I bought $PLTR at $XXXX. Now Im all in on AMD. Full breakdown here"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633100692398555) 2025-07-25 06:35:09 UTC 5615 followers, 2319 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 5620 followers, 22.5K 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 5565 followers, 6686 engagements "@_BNG_Capital Actually I was wrong It was $XXXX (;"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945816665003901322) 2025-07-17 12:03:39 UTC 5331 followers, 6098 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 5536 followers, 1876 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 5614 followers, 10.2K 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 5596 followers, XXX 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 5314 followers, XXX 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 5597 followers, XXX engagements "Still the risk isnt zero. If regulators challenge the clinical necessity claims en masse compounded GLP-1s could face new constraints If pharma pursues IP lawsuits aggressively the cost could be severe If the FDA tightens 503A definitions personalization may become harder to justify Hims is not immune to these pressures"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848317384757686) 2025-07-25 20:50:21 UTC 5619 followers, 1051 engagements "Everyone laughed at Spotify. Now theyre laughing at $HIMS. But heres what theyre missing: Full-stack healthcare infra not a DTC storefront MedMatch + data flywheel = compounding personalization 🎯 $2K PT by 2030 📺 Watch the breakdown:"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948693519012425846) 2025-07-25 10:35:14 UTC 5619 followers, 3870 engagements "@stocks_fan101 & 5T company was deemed to be impossible up until about a year ago"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948473392526414292) 2025-07-24 20:00:32 UTC 5620 followers, XX engagements "$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 5603 followers, 24.9K 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 5576 followers, XXX engagements "Karl Popper once said: Our thoughts die in our place. Thats exactly what $PLTRs ontology does for nations industries and militaries. It gives institutions a "brain" - a layer for simulation. And lets them "think" before they act"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775539071746341) 2025-07-25 16:01:09 UTC 5619 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 5516 followers, XXX 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 5536 followers, 5037 engagements "3. Its just generics. Generics are the starting point not the product. What matters is how the meds are delivered titrated personalized and supported. Thats what builds loyalty and defensibility"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948995860034937006) 2025-07-26 06:36:38 UTC 5619 followers, XXX 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 5536 followers, 1826 engagements "This is why AIP shocked everyone. No roadmap. No Wall Street forecast. No analyst coverage. It emerged. From culture. From incentives. From velocity. $PLTR isnt just a product company. Its an innovation engine"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775545929359497) 2025-07-25 16:01:11 UTC 5619 followers, XXX 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 5316 followers, 2004 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 5536 followers, 2439 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 5368 followers, 1184 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 5460 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 5544 followers, 5642 engagements "Section 503A allows compounding when: Its for an individual Not manufactured in bulk Its not a direct substitute for an FDA-approved drug unless medically necessary This is where the nuance begins. Legality depends on how carefully these lines are followed"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848305267769604) 2025-07-25 20:50:18 UTC 5619 followers, 1308 engagements "How I Built a $765000 Portfolio in My Early 20s No Hype No Leverage No Luck. I did it through deep conviction. By mastering one metric. And by ignoring everything the crowd was chasing. Heres the full breakdown playbook included 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1941828659431501844) 2025-07-06 11:56:44 UTC 5499 followers, 68.7K 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 5314 followers, 2122 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 5619 followers, 28.3K 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 5619 followers, 247.7K 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 5619 followers, 54.2K 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 5517 followers, XXX engagements "If you want to see how I grew a $765K portfolio in my 20s by thinking differently subscribe to my Substack: 👉 RT this if it gave you a new mental model for understanding tech. $AMD = the future of computation"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945918637715370401) 2025-07-17 18:48:51 UTC 5557 followers, 1443 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 5368 followers, 1289 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 5569 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 5538 followers, XXX engagements "In a factory for example: $AMD chips collect real-time signals $PLTRs ontology layer gives those signals meaning The system becomes self-aware Supply chain delays Machinery failure Price shocks Simulate before it happens. Act before it breaks"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775536819323297) 2025-07-25 16:01:09 UTC 5619 followers, XXX engagements "5. GLP-1s are risky. Theyre XX% of revenue. And being de-risked right now via: $100M oral weight loss kits FDA-approved generic liraglutide (coming 2025) Broader platform engagement from GLP-1 users This isnt a weight loss company. Its a healthcare platform"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948995863952384370) 2025-07-26 06:36:39 UTC 5619 followers, XXX engagements "6. Meanwhile NVIDIA is trapped. Their B200 chiplets are still just giant slabs stitched together. If one part fails the whole die is junk. Their monolithic strategy cant scale to the edge. Inference doesnt care about brute force. It cares about distribution"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633073576284534) 2025-07-25 06:35:03 UTC 5544 followers, XXX 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 5576 followers, XXX engagements "What exactly is Spotifys moat By your logic since Spotify doesnt produce its own music does that mean its just a marketing company that profits by stealing music That clearly misses the point - Spotify's value lies not in content creation but in how it delivers personalizes and distributes that content at scale. It's a platform"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948723088343867837) 2025-07-25 12:32:44 UTC 5612 followers, XXX 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 5536 followers, 2221 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 5546 followers, 1443 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 5319 followers, 2277 engagements "11. Why AMD over NVIDIA Because AMD scales horizontally - at a marginal cost: Want inference at scale Add chiplets. Want more memory Add bandwidth. Want edge deployment Lower power. NVIDIA Still trying to cram everything into a mega-die and hope it yields"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633084762427824) 2025-07-25 06:35:05 UTC 5538 followers, XX 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 5383 followers, XXX engagements "9. The 3-Layer Compute Stack: 🧱 Layer 1: Patterned Reality The physical world: cities genes supply chains behavior 🔌 Layer 2: Silicon Sensors + chips to capture and process those patterns 🧠 Layer 3: Ontology Software + AI that turns those patterns into insight AMD dominates Layer 2"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633080480125409) 2025-07-25 06:35:04 UTC 5544 followers, XX engagements "The platform itself is scaling: 2.4M subscribers 1M+ on personalized plans XX% of new subs in Q1 opted for a tailored treatment That signals product-market fit especially in a space where adherence is hard and churn is high"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848326071517530) 2025-07-25 20:50:23 UTC 5619 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/1947922828541452330) 2025-07-23 07:32:47 UTC 5317 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 5537 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 5578 followers, 5016 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 5560 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 5575 followers, XXX 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 5544 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 5401 followers, 1617 engagements "8. The world runs on patterns. And all patterns can be computed. Thats why the demand for compute is unlimited. Let me show you the 3-layer compute stack I use to frame this:"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633078265458806) 2025-07-25 06:35:04 UTC 5544 followers, XXX engagements "But heres the critical point: Hims isnt betting the company on compounded semaglutide. Commercial semaglutide ended in Q1 Generic liraglutide coming to platform in 2025 Oral kits (non-GLP-1) scaled to $100M+ run rate FY25 GLP-1 revenue is down as a percentage of the total They are adapting fast"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848320061079675) 2025-07-25 20:50:22 UTC 5619 followers, 1024 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 5513 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 5574 followers, XXX engagements "@BBNFL1984 Hims & Hers does not directly employ its own physicians. Instead to comply with state laws that prohibit the corporate practice of medicine it partners with Affiliated Medical Groups (AMGs)"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948719595289800710) 2025-07-25 12:18:51 UTC 5576 followers, XX 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 5317 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 5402 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 5308 followers, 1851 engagements "Thats why I say: in principle the demand for compute is unlimited. Everything around you atoms genes traffic markets wars follows patterns. And patterns can be modeled. Simulated. Predicted. Controlled. Computation is how we interact with informationand reality itself is made of information. Atoms. Genes. Languages. Markets. Behaviors. They can all be modeled computationally"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948636932348457428) 2025-07-25 06:50:23 UTC 5544 followers, XX engagements "I addressed this point in an upcoming Substack article bear thesis: "Any telehealth start-up can access the same generic medications and quickly launch a direct-to-consumer storefront using tools like Shopify. This puts pressure on Hims' pricing power and weakens its brand moat." Why the Bear Thesis Misses the Mark The core assumption behind the bear casethat Hims & Hers is simply a generic DTC storefront selling commoditized medicationsis a fundamental misunderstanding of the companys true structure and defensibility. X. Hims Is Not Just a Storefront Its a Full-Stack Platform Unlike a simple"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948717600591982776) 2025-07-25 12:10:56 UTC 5597 followers, XXX engagements "10. This is bigger than GPUs. AMD isnt just making graphics cards. Theyre building the silicon backbone of the modern world: Edge inference AI PCs Smart systems Modular infrastructure Real-time decision loops Thats a $1T+ future"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633082627535230) 2025-07-25 06:35:05 UTC 5544 followers, XX 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 5317 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 5339 followers, XXX engagements "4. You cant copy this. Sure you can spin up a Shopify site. But you cant recreate X years of flywheel data: physician workflows retention protocols and UI optimization from 10M+ interactions. Execution compounds. Thats the moat"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948995862002028931) 2025-07-26 06:36:38 UTC 5619 followers, XXX engagements "4. Why will AMD win inference Because inference at scale needs: High memory bandwidth Modular scalability Cost efficiency Edge deployment Energy savings AMDs chiplet architecture was built for this moment"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633068966670390) 2025-07-25 06:35:02 UTC 5539 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 5569 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 5615 followers, 2932 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 5307 followers, 3046 engagements "Lets start with the basics. Hims is prescribing compounded GLP-1 medications (like semaglutide) under Section 503A of the FDCA a legal framework that permits personalized compounding for individual patients if there's clinical need. This is legal but complex"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848302646329648) 2025-07-25 20:50:17 UTC 5619 followers, 1536 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 5341 followers, XXX engagements "Lets talk ontology the most misunderstood software concept in the market. Think of it like cognition for systems. Raw data becomes a live digital twin Complex systems are modeled in real time Decisions are made before damage happens Its how the world will run"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775534730645823) 2025-07-25 16:01:08 UTC 5619 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 5544 followers, XXX 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 5544 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 5614 followers, 2100 engagements "Is $HIMS just a generic pharmacy and a marketing arm I dont think so and Ive written a full rebuttal breaking down why that take misses the real story. Ill be posting it in the coming days. Get it straight to your inbox:"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948724887624757500) 2025-07-25 12:39:53 UTC 5619 followers, 3070 engagements "Lets be clear. AMDs underperformance in GPUs wasnt failure. It was sacrifice. In 2014 AMD was on the brink of collapse. Lisa Su made a bold bet: focus everything on CPUs. And it worked"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181128576000176) 2025-07-18 12:11:54 UTC 5553 followers, 5246 engagements "Palantir is the decision layer of the modern world. Its the "brain". And Im not selling because I see whats coming: Computable reality Software-defined economies Ontologies deployed at scale $PLTR will define the next industrial revolution. 📩 Full thesis"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775554108297388) 2025-07-25 16:01:13 UTC 5619 followers, 1130 engagements "$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 5400 followers, 4615 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 5309 followers, 1517 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 5573 followers, XXX engagements "7.And inference will move to the edge. Were not just talking cloud servers anymore. Were talking: Smart glasses AR wearables On-device LLMs Cars drones weapons Every phone every factory every hospital This is where the world is going. And AMD owns this future"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633075761533029) 2025-07-25 06:35:03 UTC 5554 followers, XXX engagements "14. Most people think AMDs software stack is the bottleneck. Not anymore. ROCm is catching up fast: vLLM BitsAndBytes FP8 support Advanced profiling tools Metas already running live inference on MI300X. The feedback loop with hyperscalers Active"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633091204899235) 2025-07-25 06:35:07 UTC 5551 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 5616 followers, 387K engagements "I only own X stocks. People say thats risky. But you know whats riskier Owning XX you barely understand. Id rather go all in on what I truly know and watch my basket like a hawk. Whats your take"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948726173573276049) 2025-07-25 12:45:00 UTC 5616 followers, 4108 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 5561 followers, XXX 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 $HIMS to do what theyve done every quarter since Day 1: Execute"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332039570092520) 2025-07-24 10:38:51 UTC 5576 followers, XXX engagements "$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 5402 followers, XXX engagements "You really think $PLTRs current multiple is just about growth Name one analyst whos modelled $PLTR accurately. Just one. You cant - because every single one missed the point. Why Because you cant compute: A monopoly on ontology War-time resilience Cultural durability And XXX% global adoption Good luck plugging that into a DCF"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1949153642226803001) 2025-07-26 17:03:36 UTC 5619 followers, XXX 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 5561 followers, XXX engagements "5. The MI300X is AMDs killer product. 192GB HBM3e 5.3TB/s bandwidth Chiplet-based Modular high-yield flexible Meta is already deploying Llama XXX inference on it. OpenAI has committed to MI350 & MI450. Thats the beginning of an empire"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633071474925943) 2025-07-25 06:35:02 UTC 5538 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 5616 followers, 23.1K engagements "Is it a bet Yes. Youre betting that the 503A framework holds That the clinical documentation stands up That regulators dont suddenly shift the goalposts But youre also betting on: A scaled tech-enabled clinical platform An experienced regulatory team Diversification thats already in motion"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848333809647872) 2025-07-25 20:50:25 UTC 5619 followers, XXX engagements "@nikoliasgoninus But why would one even want to risk such a play - considering the lack of foresight all HIMs investors have around legality"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948817841647435958) 2025-07-25 18:49:15 UTC 5616 followers, XXX engagements "Fast forward to 2025. The market is now freaking out about $HIMS. The same script: Legal risk Compounded GLP-1 grey zone Big Pharma pressure Competitors pulling back Sounds scary. But lets zoom out"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948332020536418675) 2025-07-24 10:38:46 UTC 5565 followers, XXX engagements "$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 5615 followers, XXX engagements "$PLTR at $XXXX. 20X+ so far. I hold conviction. My entire portfolio. Only multibaggers. This is what happens when you play the long game properly"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948857712198271271) 2025-07-25 21:27:41 UTC 5619 followers, 4443 engagements "Thats what computable reality means. And when you accept that the question becomes obvious: Who owns the infrastructure to compute it Answer: $AMD captures the world (chips) $PLTR understands the world (ontology) Together They run it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775532666990931) 2025-07-25 16:01:08 UTC 5619 followers, 1022 engagements "What the market is still debating: Is personalization being used defensively to dodge regulation Or is it genuinely embedded in the care model If its the latter Hims could have a durable moat. If not scrutiny could scale faster than growth"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848328784929127) 2025-07-25 20:50:24 UTC 5619 followers, XXX engagements "13. OpenAI knows it too. Theyre not just deploying AMD. Theyre co-developing the MI450. Thats not a hedge. Thats trust. Thats a moat-killing signal to the entire AI ecosystem"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633089028051130) 2025-07-25 06:35:06 UTC 5553 followers, XX engagements "I brought $PLTR @ $XXXX (receipts shown) Everyone thinks $PLTR and $AMD cant 10X from here. They couldnt be more wrong. Because they dont understand the most important truth of the modern era: Reality is computable. Everything around you atoms genes traffic markets wars follows patterns. And patterns can be modeled. Simulated. Predicted. Controlled. Thats what makes reality computable. And heres the punchline: To compute reality you need X foundational stacks: Patterned Reality: The world runs on rules and structures from physics to finance and those patterns can be mathematically modeled."  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232961797427505) 2025-07-18 15:37:52 UTC 5565 followers, 8057 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 5317 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 5614 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 5536 followers, 2003 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 5316 followers, XXX 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 5536 followers, 1588 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 5319 followers, XXX engagements "@BBNFL1984 You're being needlessly dismissive and I'm trying to have a discussion here. Ive written a detailed 10000-word Substack piece on this exact topic coming out soon which lays out my reasoning clearly and in full. Id encourage you to read it with an open mind"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948720928776470688) 2025-07-25 12:24:09 UTC 5576 followers, XX 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 5524 followers, 25.2K 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 5596 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 5560 followers, XXX engagements "I only own X stocks. Thats it. Portfolio pushing X figures. $AMD @ $XX (2X so far) Powering the compute layer for the next intelligence revolution. $HIMS @ $XXXXX (5X so far) Redesigning healthcare at the molecular level. Pharmas worst nightmare. $PLTR @ $XXXX (20X so far) Building the digital substrate of our world one ontology at a time. My mission is simple. 👇 1Deliver a world-class education for free through my Substack. 2Share every investment idea to prove I know what Im doing. 3Then build a sharp serious community of high-conviction investors who share big ideas and grow together"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948641135192141946) 2025-07-25 07:07:05 UTC 5619 followers, 56.3K engagements "I bought $PLTR at $XXXX. Now its approaching $XXX. 22x returns. This is what happens when you invest with mental models. The markets just waking up. Im already onto whats next. Full breakdown on $HIMS & $AMD here: 📩"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948759844346802664) 2025-07-25 14:58:47 UTC 5619 followers, 2167 engagements "6. Regulatory risk The GLP-1s are prescribed under 503A fully legal for personalized care. HIMS hired exFDA DOJ Pfizer and Teva execs. They arent guessing theyre playing chess with the rulebook in-hand"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948995866024464763) 2025-07-26 06:36:39 UTC 5619 followers, XXX 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 5619 followers, 238.1K engagements "16. You think 100x is crazy Palantir was a meme at $X. I bought then. It 20xed. Now Ive placed 100000+ in $AMD at $XX. Because the next wave of AI isnt about training supermodels. Its about deploying intelligence everywhere. And AMD wins there"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633095869014521) 2025-07-25 06:35:08 UTC 5544 followers, XX engagements "So what is Hims actually doing Offering compounded GLP-1s to patients with documented clinical need Backed by proprietary tech (EMR MedMatch) With provider oversight and personalization at scale This isnt reckless but its still navigating a tight regulatory lane"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848307834433722) 2025-07-25 20:50:19 UTC 5619 followers, 1186 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 5460 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 5619 followers, 1055 engagements "15. Lets bring it back. If AMD owns inference and inference becomes 1000x bigger than training then AMD becomes the most important chip company of the AI age. Not a maybe. Not hype. Just cold math and compute gravity"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633093788561678) 2025-07-25 06:35:08 UTC 5538 followers, XX engagements "Explain your position clearly no need to be dismissive. Also to clarify: my response wasnt a bullish thesis. It was a direct rebuttal to your claim that Hims is just selling generics through a basic storefront. That characterization oversimplifies the business and overlooks the deeper infrastructure they've built"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948719923162710028) 2025-07-25 12:20:09 UTC 5576 followers, XXX engagements "Thats why I believe AMD may 100x. Not because of hype. But because of first principles. Think from fundamentals. Move early. Act deliberately"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945918635857350863) 2025-07-17 18:48:50 UTC 5557 followers, 1539 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 5576 followers, XXX engagements "But heres the kicker: Were at XXX% adoption. Let that sink in. Cities havent been simulated. Supply chains are still reactive. Most businesses run on Excel not simulation. Palantir is building the brain. The world hasnt even plugged it in"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775541764440283) 2025-07-25 16:01:10 UTC 5619 followers, XXX engagements "To me $HIMS looks like an intelligent high-variance opportunity. Risk Real. Recklessness No. Legal grey area Yes but navigated with serious infrastructure. Product market fit Absolutely. Its not a binary outcome. Its a bet on managed complexity"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848336015900718) 2025-07-25 20:50:25 UTC 5619 followers, 1383 engagements "And heres what makes this exponential: AI now powers deployment Contribution margin is surging Productization is accelerating The ontology isnt just powerful Its now scalable"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775543907758536) 2025-07-25 16:01:10 UTC 5619 followers, XXX engagements "So what gives Hims confidence Their leadership team includes: Deb Autor exFDA Deputy Commissioner Janet Stevens exPfizer compliance head Kre Schultz exCEO of Teva and Novo Nordisk This isnt a cowboy operation. Its built on deep regulatory experience"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848312997818704) 2025-07-25 20:50:20 UTC 5619 followers, 2266 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 5316 followers, 2489 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 5560 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 5575 followers, XXX engagements "Most think $PLTR cant 10X from here. They say its priced in. But theyre missing the biggest truth of our era: Reality is computable. And Palantir is building the OS to control it. I bought at $XXXX (still holding receipts shown). Let me explain 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775527826776470) 2025-07-25 16:01:06 UTC 5619 followers, 20.2K 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 5314 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 5619 followers, 2845 engagements "Im not challenging your view - I just want to be transparent about my own limitation: I dont fully understand the regulatory landscape in pharma. That uncertainty is a concern for me. Ultimately this comes down to trusting management - and in this case they appear far more experienced and qualified than I am"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948848894147702900) 2025-07-25 20:52:38 UTC 5619 followers, XXX 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 5517 followers, 2811 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 5608 followers, 14.6K 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 5536 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 5317 followers, 1676 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 5557 followers, XXX engagements "Most people wont understand $PLTR until its too late. By then every major institution will run on simulation. Factories Battlefields Healthcare systems Cities"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948775552090792127) 2025-07-25 16:01:12 UTC 5619 followers, 1098 engagements "9. No insurance = no scale. Exactly. Insurance is the problem. HIMS is the alternative. Transparent pricing Consumer-first UX Fast efficient digital-native Already reaching 400K+ low-income users This is working at scale"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948995871846158714) 2025-07-26 06:36:41 UTC 5619 followers, XXX engagements "2. The AI boom has X phases: 🔵 Training where models are built 🔴 Inference where models are used Training gets the headlines. Inference gets the revenue. And inference is about to explode"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633063858024876) 2025-07-25 06:35:00 UTC 5539 followers, XXX 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 5546 followers, 60.7K 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 5595 followers, 4711 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 $10T company crazy No. Its just early"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1947922840906309802) 2025-07-23 07:32:50 UTC 5317 followers, XXX engagements "Snap is also rolling out: High-performance DR ad tools Sponsored Snaps & Promoted Places SMB onboarding & Snap Promote AI-powered Lens creation tools Simple Snap UI redesigns to boost engagement Quietly stacking product wins"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948374339327238199) 2025-07-24 13:26:56 UTC 5595 followers, XXX engagements "$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 5536 followers, 5800 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 5317 followers, XXX engagements "3. How big is inference Jensen Huang (yes NVIDIAs own CEO) said: Inference will be 1000x larger than training in terms of deployment. Let that sink in. NVIDIA won round one. AMD is built to win round two"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948633066466841033) 2025-07-25 06:35:01 UTC 5561 followers, XXX engagements "So when I say AMD could one day hit a $XX trillion market cap Im not being crazy. Im just looking at the trajectory of tech compute and exponential growth"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948339835078406581) 2025-07-24 11:09:49 UTC 5569 followers, XXX engagements "Then there's culture. Lisa Sus leadership is the greatest corporate turnaround of our generation. She built an underdog army agile obsessed with iteration allergic to bureaucracy. They don't aim to be second-best. They want to build the biggest computers in the world"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492107176693962) 2025-07-16 14:33:58 UTC 5608 followers, 16K engagements "$HIMS is going to $2000 by 2030. Not a guess. Not a gamble. A calculated bet on the future of healthcare. And Im betting big"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1948975308972904660) 2025-07-26 05:14:58 UTC 5619 followers, 25.4K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@CMDarnton
"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 5569 followers, XXX engagements
"8. Retention is weak. False. Over XX% of new users now opt into daily personalized protocols Daily use in sexual health is up XXX% YoY 10pt improvement in retention vs on-demand users This is now habitual healthcare" @CMDarnton on X 2025-07-26 06:36:40 UTC 5619 followers, XXX engagements
"Lets talk numbers. $NVDA market cap: $4.2T $AMD market cap: $262B If AMD reaches NVIDIAs current valuation Thats a $2200 share price. A 16x from here. I bought $PLTR at $XXXX. But I still believe AMD can 100X - & crush NVIDIA" @CMDarnton on X 2025-07-25 06:35:00 UTC 5616 followers, 4063 engagements
"$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 5380 followers, XXX engagements
"And this is what Ive learned: Culture compounds Architecture scales Software eats systems Most of the market is still looking for a tech sector winner. Palantir is building civilizations substrate. This isnt an app. Its the new grid" @CMDarnton on X 2025-07-25 16:01:11 UTC 5619 followers, XXX engagements
"Whats my take Legal risk exists. You cant deny it. But Hims isnt operating in a vacuum. Theyre not alone unprotected or unaware. The team is experienced. The infrastructure is credible. And the business is evolving. Thats a very different story from high-flying DTC fraud" @CMDarnton on X 2025-07-25 20:50:24 UTC 5619 followers, XXX engagements
"Theres been a lot of noise around $HIMS lately. Compounded GLP-1s. Regulatory grey zones. Competitors pulling out. Lets take a clear-eyed look at whats happening the legal risks the strategic moves and why I believe this is misunderstood (but not risk-free). 🧵👇" @CMDarnton on X 2025-07-25 20:50:17 UTC 5619 followers, 52.7K 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 5576 followers, XXX engagements
"Heres the core insight: Everything in the real world follows patterns. Atoms Genes Traffic Markets Wars If something follows rules it can be modeled. If it can be modeled it can be simulated. If it can be simulated it can be controlled" @CMDarnton on X 2025-07-25 16:01:07 UTC 5619 followers, XXX engagements
"Everyones hyped about $NVDA. But Im betting on $AMD to win the real AI war. Why Inference. Edge compute. Agility. While Nvidia builds for data centers AMD is building for everything else. $2000 by 2030 isnt a meme. Its math. 🧵👇" @CMDarnton on X 2025-07-24 18:48:34 UTC 5614 followers, 5372 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 5536 followers, 1648 engagements
"DCFs are for clowns. You cant compute culture. You cant model dominance. And with $PLTR every analyst got it wrong. How do you slap a price target on: A monopoly on ontology A war-tested founder culture And XXX% adoption of a category-defining platform You dont. You just buy early. Same story with $HIMS. Wall Streets trying to model it like a pharmacy. But how do you model this: A vertically integrated digital funnel A central brain learning from millions of data points Precision healthcare with XXX% adoption in a $10T market You dont. You just get in before it compounds" @CMDarnton on X 2025-07-26 16:46:18 UTC 5619 followers, 18.1K 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 5544 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 5619 followers, 6286 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 5317 followers, 53K engagements
"@BartKoopman7 So when I say AMD can 100X I mean it not overnight but over the coming decades. Because AMD is fundamentally in the business of computation and I believe the demand for compute is in principle unlimited" @CMDarnton on X 2025-07-25 06:56:47 UTC 5544 followers, XX engagements
"12. Meta knows this. Thats why Zuckerberg picked AMD to run real-time Llama XXX workloads. 170000 MI300X units reportedly ordered. Zuck isn't playing around this is production inference on the worlds biggest open model" @CMDarnton on X 2025-07-25 06:35:06 UTC 5546 followers, XX 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 5401 followers, 2523 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 5577 followers, XXX engagements
"Is this why other companies (Ro Noom WeightWatchers) pulled back from GLP-1s Yes. I suspect most didnt have the infrastructure to meet the standard for individualized care. Without the tech or clinical protocols to justify personalization compounding is far riskier" @CMDarnton on X 2025-07-25 20:50:19 UTC 5619 followers, 1083 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 5319 followers, XXX 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 5384 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 5569 followers, XXX engagements
"Conclusion: Inference is 1000x bigger than training AMD dominates inference at scale & at the edge Chiplet architecture scales compute like no one else Meta & OpenAI are going all-in ROCm is now production-ready The demand for compute is unlimited $AMD isnt just catching up. Its about to become the default silicon for the intelligent world" @CMDarnton on X 2025-07-25 06:35:09 UTC 5614 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 5576 followers, XXX engagements
"If AMD hits NVDAs level $2200 Thats a 16x. I think it 100xs. And beats NVIDIA. I bought $PLTR at $XXXX. Now Im all in on AMD. Full breakdown here" @CMDarnton on X 2025-07-25 06:35:09 UTC 5615 followers, 2319 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 5620 followers, 22.5K engagements
"Why I believe $AMD will 20X from here and dethrone $NVDA" @CMDarnton on X 2025-07-18 12:29:55 UTC 5565 followers, 6686 engagements
"@_BNG_Capital Actually I was wrong It was $XXXX (;" @CMDarnton on X 2025-07-17 12:03:39 UTC 5331 followers, 6098 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 5536 followers, 1876 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 5614 followers, 10.2K 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 5596 followers, XXX 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 5314 followers, XXX 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 5597 followers, XXX engagements
"Still the risk isnt zero. If regulators challenge the clinical necessity claims en masse compounded GLP-1s could face new constraints If pharma pursues IP lawsuits aggressively the cost could be severe If the FDA tightens 503A definitions personalization may become harder to justify Hims is not immune to these pressures" @CMDarnton on X 2025-07-25 20:50:21 UTC 5619 followers, 1051 engagements
"Everyone laughed at Spotify. Now theyre laughing at $HIMS. But heres what theyre missing: Full-stack healthcare infra not a DTC storefront MedMatch + data flywheel = compounding personalization 🎯 $2K PT by 2030 📺 Watch the breakdown:" @CMDarnton on X 2025-07-25 10:35:14 UTC 5619 followers, 3870 engagements
"@stocks_fan101 & 5T company was deemed to be impossible up until about a year ago" @CMDarnton on X 2025-07-24 20:00:32 UTC 5620 followers, XX engagements
"$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 5603 followers, 24.9K 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 5576 followers, XXX engagements
"Karl Popper once said: Our thoughts die in our place. Thats exactly what $PLTRs ontology does for nations industries and militaries. It gives institutions a "brain" - a layer for simulation. And lets them "think" before they act" @CMDarnton on X 2025-07-25 16:01:09 UTC 5619 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 5516 followers, XXX engagements
"The Next Industrial Revolution Wont Be Steel or Oil. Itll Be Chips + Ontologies" @CMDarnton on X 2025-07-21 07:13:29 UTC 5536 followers, 5037 engagements
"3. Its just generics. Generics are the starting point not the product. What matters is how the meds are delivered titrated personalized and supported. Thats what builds loyalty and defensibility" @CMDarnton on X 2025-07-26 06:36:38 UTC 5619 followers, XXX 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 5536 followers, 1826 engagements
"This is why AIP shocked everyone. No roadmap. No Wall Street forecast. No analyst coverage. It emerged. From culture. From incentives. From velocity. $PLTR isnt just a product company. Its an innovation engine" @CMDarnton on X 2025-07-25 16:01:11 UTC 5619 followers, XXX 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 5316 followers, 2004 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 5536 followers, 2439 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 5368 followers, 1184 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 5460 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 5544 followers, 5642 engagements
"Section 503A allows compounding when: Its for an individual Not manufactured in bulk Its not a direct substitute for an FDA-approved drug unless medically necessary This is where the nuance begins. Legality depends on how carefully these lines are followed" @CMDarnton on X 2025-07-25 20:50:18 UTC 5619 followers, 1308 engagements
"How I Built a $765000 Portfolio in My Early 20s No Hype No Leverage No Luck. I did it through deep conviction. By mastering one metric. And by ignoring everything the crowd was chasing. Heres the full breakdown playbook included 🧵👇" @CMDarnton on X 2025-07-06 11:56:44 UTC 5499 followers, 68.7K 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 5314 followers, 2122 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 5619 followers, 28.3K 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 5619 followers, 247.7K 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 5619 followers, 54.2K 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 5517 followers, XXX engagements
"If you want to see how I grew a $765K portfolio in my 20s by thinking differently subscribe to my Substack: 👉 RT this if it gave you a new mental model for understanding tech. $AMD = the future of computation" @CMDarnton on X 2025-07-17 18:48:51 UTC 5557 followers, 1443 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 5368 followers, 1289 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 5569 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 5538 followers, XXX engagements
"In a factory for example: $AMD chips collect real-time signals $PLTRs ontology layer gives those signals meaning The system becomes self-aware Supply chain delays Machinery failure Price shocks Simulate before it happens. Act before it breaks" @CMDarnton on X 2025-07-25 16:01:09 UTC 5619 followers, XXX engagements
"5. GLP-1s are risky. Theyre XX% of revenue. And being de-risked right now via: $100M oral weight loss kits FDA-approved generic liraglutide (coming 2025) Broader platform engagement from GLP-1 users This isnt a weight loss company. Its a healthcare platform" @CMDarnton on X 2025-07-26 06:36:39 UTC 5619 followers, XXX engagements
"6. Meanwhile NVIDIA is trapped. Their B200 chiplets are still just giant slabs stitched together. If one part fails the whole die is junk. Their monolithic strategy cant scale to the edge. Inference doesnt care about brute force. It cares about distribution" @CMDarnton on X 2025-07-25 06:35:03 UTC 5544 followers, XXX 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 5576 followers, XXX engagements
"What exactly is Spotifys moat By your logic since Spotify doesnt produce its own music does that mean its just a marketing company that profits by stealing music That clearly misses the point - Spotify's value lies not in content creation but in how it delivers personalizes and distributes that content at scale. It's a platform" @CMDarnton on X 2025-07-25 12:32:44 UTC 5612 followers, XXX 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 5536 followers, 2221 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 5546 followers, 1443 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 5319 followers, 2277 engagements
"11. Why AMD over NVIDIA Because AMD scales horizontally - at a marginal cost: Want inference at scale Add chiplets. Want more memory Add bandwidth. Want edge deployment Lower power. NVIDIA Still trying to cram everything into a mega-die and hope it yields" @CMDarnton on X 2025-07-25 06:35:05 UTC 5538 followers, XX 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 5383 followers, XXX engagements
"9. The 3-Layer Compute Stack: 🧱 Layer 1: Patterned Reality The physical world: cities genes supply chains behavior 🔌 Layer 2: Silicon Sensors + chips to capture and process those patterns 🧠 Layer 3: Ontology Software + AI that turns those patterns into insight AMD dominates Layer 2" @CMDarnton on X 2025-07-25 06:35:04 UTC 5544 followers, XX engagements
"The platform itself is scaling: 2.4M subscribers 1M+ on personalized plans XX% of new subs in Q1 opted for a tailored treatment That signals product-market fit especially in a space where adherence is hard and churn is high" @CMDarnton on X 2025-07-25 20:50:23 UTC 5619 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 2025-07-23 07:32:47 UTC 5317 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 5537 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 5578 followers, 5016 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 5560 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 5575 followers, XXX 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 5544 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 5401 followers, 1617 engagements
"8. The world runs on patterns. And all patterns can be computed. Thats why the demand for compute is unlimited. Let me show you the 3-layer compute stack I use to frame this:" @CMDarnton on X 2025-07-25 06:35:04 UTC 5544 followers, XXX engagements
"But heres the critical point: Hims isnt betting the company on compounded semaglutide. Commercial semaglutide ended in Q1 Generic liraglutide coming to platform in 2025 Oral kits (non-GLP-1) scaled to $100M+ run rate FY25 GLP-1 revenue is down as a percentage of the total They are adapting fast" @CMDarnton on X 2025-07-25 20:50:22 UTC 5619 followers, 1024 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 5513 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 5574 followers, XXX engagements
"@BBNFL1984 Hims & Hers does not directly employ its own physicians. Instead to comply with state laws that prohibit the corporate practice of medicine it partners with Affiliated Medical Groups (AMGs)" @CMDarnton on X 2025-07-25 12:18:51 UTC 5576 followers, XX 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 5317 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 5402 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 5308 followers, 1851 engagements
"Thats why I say: in principle the demand for compute is unlimited. Everything around you atoms genes traffic markets wars follows patterns. And patterns can be modeled. Simulated. Predicted. Controlled. Computation is how we interact with informationand reality itself is made of information. Atoms. Genes. Languages. Markets. Behaviors. They can all be modeled computationally" @CMDarnton on X 2025-07-25 06:50:23 UTC 5544 followers, XX engagements
"I addressed this point in an upcoming Substack article bear thesis: "Any telehealth start-up can access the same generic medications and quickly launch a direct-to-consumer storefront using tools like Shopify. This puts pressure on Hims' pricing power and weakens its brand moat." Why the Bear Thesis Misses the Mark The core assumption behind the bear casethat Hims & Hers is simply a generic DTC storefront selling commoditized medicationsis a fundamental misunderstanding of the companys true structure and defensibility. X. Hims Is Not Just a Storefront Its a Full-Stack Platform Unlike a simple" @CMDarnton on X 2025-07-25 12:10:56 UTC 5597 followers, XXX engagements
"10. This is bigger than GPUs. AMD isnt just making graphics cards. Theyre building the silicon backbone of the modern world: Edge inference AI PCs Smart systems Modular infrastructure Real-time decision loops Thats a $1T+ future" @CMDarnton on X 2025-07-25 06:35:05 UTC 5544 followers, XX 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 5317 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 5339 followers, XXX engagements
"4. You cant copy this. Sure you can spin up a Shopify site. But you cant recreate X years of flywheel data: physician workflows retention protocols and UI optimization from 10M+ interactions. Execution compounds. Thats the moat" @CMDarnton on X 2025-07-26 06:36:38 UTC 5619 followers, XXX engagements
"4. Why will AMD win inference Because inference at scale needs: High memory bandwidth Modular scalability Cost efficiency Edge deployment Energy savings AMDs chiplet architecture was built for this moment" @CMDarnton on X 2025-07-25 06:35:02 UTC 5539 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 5569 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 5615 followers, 2932 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 5307 followers, 3046 engagements
"Lets start with the basics. Hims is prescribing compounded GLP-1 medications (like semaglutide) under Section 503A of the FDCA a legal framework that permits personalized compounding for individual patients if there's clinical need. This is legal but complex" @CMDarnton on X 2025-07-25 20:50:17 UTC 5619 followers, 1536 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 5341 followers, XXX engagements
"Lets talk ontology the most misunderstood software concept in the market. Think of it like cognition for systems. Raw data becomes a live digital twin Complex systems are modeled in real time Decisions are made before damage happens Its how the world will run" @CMDarnton on X 2025-07-25 16:01:08 UTC 5619 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 5544 followers, XXX 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 5544 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 5614 followers, 2100 engagements
"Is $HIMS just a generic pharmacy and a marketing arm I dont think so and Ive written a full rebuttal breaking down why that take misses the real story. Ill be posting it in the coming days. Get it straight to your inbox:" @CMDarnton on X 2025-07-25 12:39:53 UTC 5619 followers, 3070 engagements
"Lets be clear. AMDs underperformance in GPUs wasnt failure. It was sacrifice. In 2014 AMD was on the brink of collapse. Lisa Su made a bold bet: focus everything on CPUs. And it worked" @CMDarnton on X 2025-07-18 12:11:54 UTC 5553 followers, 5246 engagements
"Palantir is the decision layer of the modern world. Its the "brain". And Im not selling because I see whats coming: Computable reality Software-defined economies Ontologies deployed at scale $PLTR will define the next industrial revolution. 📩 Full thesis" @CMDarnton on X 2025-07-25 16:01:13 UTC 5619 followers, 1130 engagements
"$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 5400 followers, 4615 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 5309 followers, 1517 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 5573 followers, XXX engagements
"7.And inference will move to the edge. Were not just talking cloud servers anymore. Were talking: Smart glasses AR wearables On-device LLMs Cars drones weapons Every phone every factory every hospital This is where the world is going. And AMD owns this future" @CMDarnton on X 2025-07-25 06:35:03 UTC 5554 followers, XXX engagements
"14. Most people think AMDs software stack is the bottleneck. Not anymore. ROCm is catching up fast: vLLM BitsAndBytes FP8 support Advanced profiling tools Metas already running live inference on MI300X. The feedback loop with hyperscalers Active" @CMDarnton on X 2025-07-25 06:35:07 UTC 5551 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 5616 followers, 387K engagements
"I only own X stocks. People say thats risky. But you know whats riskier Owning XX you barely understand. Id rather go all in on what I truly know and watch my basket like a hawk. Whats your take" @CMDarnton on X 2025-07-25 12:45:00 UTC 5616 followers, 4108 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 5561 followers, XXX 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 $HIMS to do what theyve done every quarter since Day 1: Execute" @CMDarnton on X 2025-07-24 10:38:51 UTC 5576 followers, XXX engagements
"$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 5402 followers, XXX engagements
"You really think $PLTRs current multiple is just about growth Name one analyst whos modelled $PLTR accurately. Just one. You cant - because every single one missed the point. Why Because you cant compute: A monopoly on ontology War-time resilience Cultural durability And XXX% global adoption Good luck plugging that into a DCF" @CMDarnton on X 2025-07-26 17:03:36 UTC 5619 followers, XXX 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 5561 followers, XXX engagements
"5. The MI300X is AMDs killer product. 192GB HBM3e 5.3TB/s bandwidth Chiplet-based Modular high-yield flexible Meta is already deploying Llama XXX inference on it. OpenAI has committed to MI350 & MI450. Thats the beginning of an empire" @CMDarnton on X 2025-07-25 06:35:02 UTC 5538 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 5616 followers, 23.1K engagements
"Is it a bet Yes. Youre betting that the 503A framework holds That the clinical documentation stands up That regulators dont suddenly shift the goalposts But youre also betting on: A scaled tech-enabled clinical platform An experienced regulatory team Diversification thats already in motion" @CMDarnton on X 2025-07-25 20:50:25 UTC 5619 followers, XXX engagements
"@nikoliasgoninus But why would one even want to risk such a play - considering the lack of foresight all HIMs investors have around legality" @CMDarnton on X 2025-07-25 18:49:15 UTC 5616 followers, XXX engagements
"Fast forward to 2025. The market is now freaking out about $HIMS. The same script: Legal risk Compounded GLP-1 grey zone Big Pharma pressure Competitors pulling back Sounds scary. But lets zoom out" @CMDarnton on X 2025-07-24 10:38:46 UTC 5565 followers, XXX engagements
"$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 5615 followers, XXX engagements
"$PLTR at $XXXX. 20X+ so far. I hold conviction. My entire portfolio. Only multibaggers. This is what happens when you play the long game properly" @CMDarnton on X 2025-07-25 21:27:41 UTC 5619 followers, 4443 engagements
"Thats what computable reality means. And when you accept that the question becomes obvious: Who owns the infrastructure to compute it Answer: $AMD captures the world (chips) $PLTR understands the world (ontology) Together They run it" @CMDarnton on X 2025-07-25 16:01:08 UTC 5619 followers, 1022 engagements
"What the market is still debating: Is personalization being used defensively to dodge regulation Or is it genuinely embedded in the care model If its the latter Hims could have a durable moat. If not scrutiny could scale faster than growth" @CMDarnton on X 2025-07-25 20:50:24 UTC 5619 followers, XXX engagements
"13. OpenAI knows it too. Theyre not just deploying AMD. Theyre co-developing the MI450. Thats not a hedge. Thats trust. Thats a moat-killing signal to the entire AI ecosystem" @CMDarnton on X 2025-07-25 06:35:06 UTC 5553 followers, XX engagements
"I brought $PLTR @ $XXXX (receipts shown) Everyone thinks $PLTR and $AMD cant 10X from here. They couldnt be more wrong. Because they dont understand the most important truth of the modern era: Reality is computable. Everything around you atoms genes traffic markets wars follows patterns. And patterns can be modeled. Simulated. Predicted. Controlled. Thats what makes reality computable. And heres the punchline: To compute reality you need X foundational stacks: Patterned Reality: The world runs on rules and structures from physics to finance and those patterns can be mathematically modeled." @CMDarnton on X 2025-07-18 15:37:52 UTC 5565 followers, 8057 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 5317 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 5614 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 5536 followers, 2003 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 5316 followers, XXX 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 5536 followers, 1588 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 5319 followers, XXX engagements
"@BBNFL1984 You're being needlessly dismissive and I'm trying to have a discussion here. Ive written a detailed 10000-word Substack piece on this exact topic coming out soon which lays out my reasoning clearly and in full. Id encourage you to read it with an open mind" @CMDarnton on X 2025-07-25 12:24:09 UTC 5576 followers, XX 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 5524 followers, 25.2K 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 5596 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 5560 followers, XXX engagements
"I only own X stocks. Thats it. Portfolio pushing X figures. $AMD @ $XX (2X so far) Powering the compute layer for the next intelligence revolution. $HIMS @ $XXXXX (5X so far) Redesigning healthcare at the molecular level. Pharmas worst nightmare. $PLTR @ $XXXX (20X so far) Building the digital substrate of our world one ontology at a time. My mission is simple. 👇 1Deliver a world-class education for free through my Substack. 2Share every investment idea to prove I know what Im doing. 3Then build a sharp serious community of high-conviction investors who share big ideas and grow together" @CMDarnton on X 2025-07-25 07:07:05 UTC 5619 followers, 56.3K engagements
"I bought $PLTR at $XXXX. Now its approaching $XXX. 22x returns. This is what happens when you invest with mental models. The markets just waking up. Im already onto whats next. Full breakdown on $HIMS & $AMD here: 📩" @CMDarnton on X 2025-07-25 14:58:47 UTC 5619 followers, 2167 engagements
"6. Regulatory risk The GLP-1s are prescribed under 503A fully legal for personalized care. HIMS hired exFDA DOJ Pfizer and Teva execs. They arent guessing theyre playing chess with the rulebook in-hand" @CMDarnton on X 2025-07-26 06:36:39 UTC 5619 followers, XXX 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 5619 followers, 238.1K engagements
"16. You think 100x is crazy Palantir was a meme at $X. I bought then. It 20xed. Now Ive placed 100000+ in $AMD at $XX. Because the next wave of AI isnt about training supermodels. Its about deploying intelligence everywhere. And AMD wins there" @CMDarnton on X 2025-07-25 06:35:08 UTC 5544 followers, XX engagements
"So what is Hims actually doing Offering compounded GLP-1s to patients with documented clinical need Backed by proprietary tech (EMR MedMatch) With provider oversight and personalization at scale This isnt reckless but its still navigating a tight regulatory lane" @CMDarnton on X 2025-07-25 20:50:19 UTC 5619 followers, 1186 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 5460 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 5619 followers, 1055 engagements
"15. Lets bring it back. If AMD owns inference and inference becomes 1000x bigger than training then AMD becomes the most important chip company of the AI age. Not a maybe. Not hype. Just cold math and compute gravity" @CMDarnton on X 2025-07-25 06:35:08 UTC 5538 followers, XX engagements
"Explain your position clearly no need to be dismissive. Also to clarify: my response wasnt a bullish thesis. It was a direct rebuttal to your claim that Hims is just selling generics through a basic storefront. That characterization oversimplifies the business and overlooks the deeper infrastructure they've built" @CMDarnton on X 2025-07-25 12:20:09 UTC 5576 followers, XXX engagements
"Thats why I believe AMD may 100x. Not because of hype. But because of first principles. Think from fundamentals. Move early. Act deliberately" @CMDarnton on X 2025-07-17 18:48:50 UTC 5557 followers, 1539 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 5576 followers, XXX engagements
"But heres the kicker: Were at XXX% adoption. Let that sink in. Cities havent been simulated. Supply chains are still reactive. Most businesses run on Excel not simulation. Palantir is building the brain. The world hasnt even plugged it in" @CMDarnton on X 2025-07-25 16:01:10 UTC 5619 followers, XXX engagements
"To me $HIMS looks like an intelligent high-variance opportunity. Risk Real. Recklessness No. Legal grey area Yes but navigated with serious infrastructure. Product market fit Absolutely. Its not a binary outcome. Its a bet on managed complexity" @CMDarnton on X 2025-07-25 20:50:25 UTC 5619 followers, 1383 engagements
"And heres what makes this exponential: AI now powers deployment Contribution margin is surging Productization is accelerating The ontology isnt just powerful Its now scalable" @CMDarnton on X 2025-07-25 16:01:10 UTC 5619 followers, XXX engagements
"So what gives Hims confidence Their leadership team includes: Deb Autor exFDA Deputy Commissioner Janet Stevens exPfizer compliance head Kre Schultz exCEO of Teva and Novo Nordisk This isnt a cowboy operation. Its built on deep regulatory experience" @CMDarnton on X 2025-07-25 20:50:20 UTC 5619 followers, 2266 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 5316 followers, 2489 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 5560 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 5575 followers, XXX engagements
"Most think $PLTR cant 10X from here. They say its priced in. But theyre missing the biggest truth of our era: Reality is computable. And Palantir is building the OS to control it. I bought at $XXXX (still holding receipts shown). Let me explain 🧵👇" @CMDarnton on X 2025-07-25 16:01:06 UTC 5619 followers, 20.2K 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 5314 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 5619 followers, 2845 engagements
"Im not challenging your view - I just want to be transparent about my own limitation: I dont fully understand the regulatory landscape in pharma. That uncertainty is a concern for me. Ultimately this comes down to trusting management - and in this case they appear far more experienced and qualified than I am" @CMDarnton on X 2025-07-25 20:52:38 UTC 5619 followers, XXX 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 5517 followers, 2811 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 5608 followers, 14.6K 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 5536 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 5317 followers, 1676 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 5557 followers, XXX engagements
"Most people wont understand $PLTR until its too late. By then every major institution will run on simulation. Factories Battlefields Healthcare systems Cities" @CMDarnton on X 2025-07-25 16:01:12 UTC 5619 followers, 1098 engagements
"9. No insurance = no scale. Exactly. Insurance is the problem. HIMS is the alternative. Transparent pricing Consumer-first UX Fast efficient digital-native Already reaching 400K+ low-income users This is working at scale" @CMDarnton on X 2025-07-26 06:36:41 UTC 5619 followers, XXX engagements
"2. The AI boom has X phases: 🔵 Training where models are built 🔴 Inference where models are used Training gets the headlines. Inference gets the revenue. And inference is about to explode" @CMDarnton on X 2025-07-25 06:35:00 UTC 5539 followers, XXX 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 5546 followers, 60.7K 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 5595 followers, 4711 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 $10T company crazy No. Its just early" @CMDarnton on X 2025-07-23 07:32:50 UTC 5317 followers, XXX engagements
"Snap is also rolling out: High-performance DR ad tools Sponsored Snaps & Promoted Places SMB onboarding & Snap Promote AI-powered Lens creation tools Simple Snap UI redesigns to boost engagement Quietly stacking product wins" @CMDarnton on X 2025-07-24 13:26:56 UTC 5595 followers, XXX engagements
"$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 5536 followers, 5800 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 5317 followers, XXX engagements
"3. How big is inference Jensen Huang (yes NVIDIAs own CEO) said: Inference will be 1000x larger than training in terms of deployment. Let that sink in. NVIDIA won round one. AMD is built to win round two" @CMDarnton on X 2025-07-25 06:35:01 UTC 5561 followers, XXX engagements
"So when I say AMD could one day hit a $XX trillion market cap Im not being crazy. Im just looking at the trajectory of tech compute and exponential growth" @CMDarnton on X 2025-07-24 11:09:49 UTC 5569 followers, XXX engagements
"Then there's culture. Lisa Sus leadership is the greatest corporate turnaround of our generation. She built an underdog army agile obsessed with iteration allergic to bureaucracy. They don't aim to be second-best. They want to build the biggest computers in the world" @CMDarnton on X 2025-07-16 14:33:58 UTC 5608 followers, 16K engagements
"$HIMS is going to $2000 by 2030. Not a guess. Not a gamble. A calculated bet on the future of healthcare. And Im betting big" @CMDarnton on X 2025-07-26 05:14:58 UTC 5619 followers, 25.4K engagements