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[@OGCapital25](/creator/twitter/OGCapital25)
"Bought more $LMND $PATH $XPEV and $TSLA today. Portfolio was down X% overall and thought that was a decent enough point to enter with more capital. If the market continues dipping on Monday Ill load up with bigger size. What did you buy today"  
[X Link](https://x.com/OGCapital25/status/1976720664834003339) [@OGCapital25](/creator/x/OGCapital25) 2025-10-10T18:45Z 1421 followers, 2774 engagements


"Just watching UIPATHs fusion keynote (link below) CEO Daniel Dines makes it clear that $PATH has skin in the game. They want to find partners who are willing to bet on agentic automation and drive real tangible change for these partners. Only then will both companies succeed. This reminds me of Palantirs approach of sharing in their partners upside. From the sounds of the keynote it seems like all is progressing well with PATHs agentic automation development. Pretty bullish and I would recommend watching if you have the time"  
[X Link](https://x.com/OGCapital25/status/1977131342057152642) [@OGCapital25](/creator/x/OGCapital25) 2025-10-11T21:56Z 1421 followers, 1737 engagements


"Listening to $PATH's Q2 Earnings Call Dines said that he's seen significant deals driven by the combination of agentic + automation. He also added that it is first and foremost the RPA capabilities which provides the foundation layer for the agentic work to build upon. It is therefore encouraging to me that $PATH has more than 10k RPA customers (if I am not mistaken) for them to cross sell their agentic services to. Seems like a good set up to me"  
[X Link](https://x.com/OGCapital25/status/1977143799450325223) [@OGCapital25](/creator/x/OGCapital25) 2025-10-11T22:46Z 1421 followers, 1085 engagements


"Now only XX more members to the 1000 mark People are clearly open to the idea that $PATH might capture the agentic automation market and are joining to see what the buzz is all about. Come join us - the water is warm and the path is still long"  
[X Link](https://x.com/OGCapital25/status/1978410778454548543) [@OGCapital25](/creator/x/OGCapital25) 2025-10-15T10:41Z 1421 followers, 4875 engagements


"Druckenmiller famously said to bet big when you have conviction. And I frankly think the time is now. Amid all the day to day noise (and Trumps unpredictable rhetoric) you need to fundamentally understand the following: - we are in the midst of a once-in-a-generation AI build out - capex spend is going to remain high especially because the US and China are both not going to lose this race - AI is going to increase productivity - we have the administration telling you they are going to stop QT decrease interest rates and run it hot No matter the day-to-day moves I think the writing is on the"  
[X Link](https://x.com/OGCapital25/status/1979468408812097864) [@OGCapital25](/creator/x/OGCapital25) 2025-10-18T08:43Z 1421 followers, 624.8K engagements


"@Dr_Gingerballs I dont disagree that XX% is AI slop. But just look at the other X% (and exponentially improving outcomes). You really need to listen to people on the front lines to understand the productivity increase"  
[X Link](https://x.com/OGCapital25/status/1979806550014521626) [@OGCapital25](/creator/x/OGCapital25) 2025-10-19T07:07Z 1421 followers, 49.5K engagements


"$PATH - Broke through ichimoku cloud with gigantic volume - Ichimoku cloud (redline) now serving as support If Maestro fulfils some of its potential (Dines said Maestra reminds him of early RPA days - FYI that was a time where company was growing close to or at XXX% growth) this is going palantiring. First target is 39.88"  
[X Link](https://x.com/OGCapital25/status/1980558528801824857) [@OGCapital25](/creator/x/OGCapital25) 2025-10-21T08:55Z 1421 followers, 3526 engagements


"People laughed when I said $GLXY's asset mangement business can justify $40/share on its own in some years Alas we're seeing the thesis play out now - blow out Q3 quarter in large part from its asset management biz $GLXY spent X years building its reputation + infrastructure + liquidity and its undoubtedly one of the most recognised AM's in the space now Guess where large money will inevitably flow to That's right Galaxy. This is simply a matter of when not if"  
[X Link](https://x.com/OGCapital25/status/1980633767766319181) [@OGCapital25](/creator/x/OGCapital25) 2025-10-21T13:54Z 1421 followers, 5592 engagements


"Important takeaways from the $GLXY Q3 Earnings Call: X. Seeing positive signs for approval of the remaining energy X. Other players have approached $GLXY for data centre Remember $GLXY can command 5.25B in revenue at XX% EBITDA margins for this 3.5GW which means $70B valuation from DC business alone (applying a 15x P/EBITDA). But Galaxy doesnt need the full 3.5GW - signing another large DC customer in addition to Corweave would be massive for their stock. On top of that seems pretty clear that $GLXY is working hard to build Galaxy One into the premier crypto platform. This is a sleeper which"  
[X Link](https://x.com/OGCapital25/status/1980642839639007249) [@OGCapital25](/creator/x/OGCapital25) 2025-10-21T14:30Z 1421 followers, 2734 engagements


"2 things need to happen to hit 60B MC. X. Opex needs to be flat / modestly growing - $LMND has achieved this with its AI stack and you can verify on past earnings. Its been flat around $85m per quarter. X. In Force Premiums need to grow at XX% CAGR (from $1B in 2024 to $10B in 2034). For this to be achieved $LMND must deliver on the car front (will be the main driver of that growth) which is why the recent $LMND x $TSLA tie up is so encouraging. Car numbers also significantly above expectations previous quarter. Things looking good"  
[X Link](https://x.com/OGCapital25/status/1979684242830614597) [@OGCapital25](/creator/x/OGCapital25) 2025-10-18T23:01Z 1411 followers, XXX engagements


"GM. Its a beautiful morning in Bali ☀ Hope yall are having wonderful weekends wherever you are"  
[X Link](https://x.com/OGCapital25/status/1979691008184193307) [@OGCapital25](/creator/x/OGCapital25) 2025-10-18T23:28Z 1404 followers, XXX engagements


"@TimM44950627 @Dr_Gingerballs @owl_n1 Thats where alpha generation lies Tim - not every one can make money at once And you know what they say if you dont know who the fool in the room is"  
[X Link](https://x.com/OGCapital25/status/1980071660062667211) [@OGCapital25](/creator/x/OGCapital25) 2025-10-20T00:40Z 1398 followers, XX engagements


"@maxmarchione Sounds a lot like $HIMS"  
[X Link](https://x.com/OGCapital25/status/1980250514039373825) [@OGCapital25](/creator/x/OGCapital25) 2025-10-20T12:31Z 1407 followers, XXX engagements


"@FloodCapital This would be amazing but check out Mike's response to the 2nd last question in the earnings call he admits that you shouldn't annualise the 500b net profit quarter"  
[X Link](https://x.com/OGCapital25/status/1980647713432895790) [@OGCapital25](/creator/x/OGCapital25) 2025-10-21T14:49Z 1421 followers, XXX engagements


"Galaxy Digital / $GLXY just reported $505M in net earnings for Q3 - mainly driven by crypto revenues. Last quarter they reported $30M. Mind you this $505M does not bake in the 3.5GW they have in the pipes and is progressing nicely. $GLXY is going to be one of the standout names in 2026 IMO"  
[X Link](https://x.com/OGCapital25/status/1980605902643482940) [@OGCapital25](/creator/x/OGCapital25) 2025-10-21T12:03Z 1421 followers, 2042 engagements


"@badgernewman @shai_wininger @Tesla What was the annual quote after saving $XXX if you can share"  
[X Link](https://x.com/OGCapital25/status/1980887744693014592) [@OGCapital25](/creator/x/OGCapital25) 2025-10-22T06:43Z 1421 followers, X engagements


"Teradyne / $TER Probably going to be a big beneficiary from the AI cycle as more chips + on edge chiplets are produced. Also looks like it wants to palantir"  
[X Link](https://x.com/OGCapital25/status/1974962594147668215) [@OGCapital25](/creator/x/OGCapital25) 2025-10-05T22:19Z 1417 followers, XXX engagements


"The below post from Jake explains why advancements in AI in fact strengthen $LMND's moat and does not weaken it. Similar to what Karp (of Palantir) has mentioned when you have quickly improving LLMs it is the LLM agnostic technological infrastructure that will allow companies to take advantage of improvements in AI. $LMND has this and this is what will allow it to continue delivering marginal outperformances over time compounding growth and lead over a reasonable timeframe. Thought Jake's take was spot on and just resharing as have only just come across it today"  
[X Link](https://x.com/OGCapital25/status/1977116808676360451) [@OGCapital25](/creator/x/OGCapital25) 2025-10-11T20:59Z 1419 followers, 4816 engagements


"$XPEV looking good here too - expanding bollinger band - middle band acting as support Think we clear the $XX level in due course. If that coincides with good updates from the company we can see a nice re-rating"  
[X Link](https://x.com/OGCapital25/status/1977884091157753939) [@OGCapital25](/creator/x/OGCapital25) 2025-10-13T23:48Z 1421 followers, XXX engagements


"Starting to think well hear news about Optimus production on the Q3 Tesla Earnings call Well then rally into the shareholder meeting on X November as shareholders anticipate the Optimus v3 reveal Going to be a good few weeks for Tesla I think"  
[X Link](https://x.com/OGCapital25/status/1979654038787694710) [@OGCapital25](/creator/x/OGCapital25) 2025-10-18T21:01Z 1415 followers, XXX engagements


"@ridireresearch Was just quoting him in isolation. I think the r/r is still good here. Short term you need to pay attention to the China/US conflict and rare earths situation but mid term its way up imo"  
[X Link](https://x.com/OGCapital25/status/1979703017529303070) [@OGCapital25](/creator/x/OGCapital25) 2025-10-19T00:15Z 1421 followers, 4876 engagements


"@charliedotts @Dr_Gingerballs Academics vs practitioners. Practitioners are infinitely more relevant. See FSD and PLTRs ontology already for example"  
[X Link](https://x.com/OGCapital25/status/1979933616655253954) [@OGCapital25](/creator/x/OGCapital25) 2025-10-19T15:32Z 1421 followers, 1593 engagements


"@CornholeCapital Check out PLTRs Ontology efficacy and FSD v14. Then tell me we dont have AI"  
[X Link](https://x.com/OGCapital25/status/1980044100692054098) [@OGCapital25](/creator/x/OGCapital25) 2025-10-19T22:51Z 1418 followers, XXX engagements


"@kermankohli Bruh Ive been thinking the same 🤣"  
[X Link](https://x.com/OGCapital25/status/1980104059836371049) [@OGCapital25](/creator/x/OGCapital25) 2025-10-20T02:49Z 1417 followers, XX engagements


"Despite being up XX% on the month $PATH's chart looks absolutely insane: - Expanding bollinger band after a period of tightness (tightness represents low vol and a prelude to a breakout to the upside or downside) - Price broke through the ichimoku cloud We probably need price to tap the upper BB again for some stability but otherwise this chart is looking very very tasty. Long and strong $PATH"  
[X Link](https://x.com/OGCapital25/status/1977883276594594073) [@OGCapital25](/creator/x/OGCapital25) 2025-10-13T23:44Z 1421 followers, 8686 engagements


"Food for thought this Monday morning: Imagine the largest TAM in the world - being insurance with a TAM of $8.5T in 2024. Imagine legacy players in the insurance space all utilise archaic operating systems and despite commanding huge market caps are fully ripe for disruption. Imagine there is a new entrant which is but a shrimp in the space with revenue a measly $1B in 2024. Imagine this entrant has embraced a truly AI-first approach such that it has been able to keep its operating expenditure (minus customer acquisition cost) flat at $85m per quarter despite growing revenue richly YoY."  
[X Link](https://x.com/OGCapital25/status/1980071280734048731) [@OGCapital25](/creator/x/OGCapital25) 2025-10-20T00:39Z 1421 followers, 3662 engagements


"We are indeed seeing $GLXY pop post Q3. XXX% increase in XXX months . CONGRATS $GLXY BULLS MUCH MORE WINNING TO COME"  
[X Link](https://x.com/OGCapital25/status/1980632789969170767) [@OGCapital25](/creator/x/OGCapital25) 2025-10-21T13:50Z 1421 followers, XXX engagements


"Not only is $PATH undervalued compared to its peers it is perfectly suited for the zeitgeist of the time - which is agentic automation. As more companies come onboard next year and as Maestro takes off (fingers crossed) it is possible we see a very violent re-rating"  
[X Link](https://x.com/OGCapital25/status/1980797191297069366) [@OGCapital25](/creator/x/OGCapital25) 2025-10-22T00:43Z 1421 followers, 1069 engagements


"There are approximately XXX million Teslas in the US each of which require insurance. According to Sheng's post (link below) $LMND charged him approx $XXX to insure his Tesla driving. If only XX% of Teslas in the US jumped to $LMND that would mean approx $130M in premiums for $LMND. This doesn't account for Tesla's growing fleet nor for Robotaxis. Also bears mentioning that Tesla does not partner with people randomly - testament to $LMND's capabilities. A great win for the team - congrats"  
[X Link](https://x.com/OGCapital25/status/1980889123776012599) [@OGCapital25](/creator/x/OGCapital25) 2025-10-22T06:49Z 1421 followers, 5077 engagements