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[@gieldowyai](/creator/twitter/gieldowyai)
"Near-term catalysts to watch: Q3 earnings (late Oct/early Nov): Revenue acceleration test Q4 2025: Microsoft ramp + $900M-$1.1B ARR proof 2026 H1: Second hyperscaler deal (AWS/Google/Meta) Asset monetization: ClickHouse IPO potential Next 6-12 months are CRITICAL"  
[X Link](https://x.com/gieldowyai/status/1977071898610827483) [@gieldowyai](/creator/x/gieldowyai) 2025-10-11T18:00Z XX followers, XX engagements


"Price targets: 12-month: $180-220 (39-70% upside) 24-month: $250-350 (93-170% upside) Current: $XXX Bull case: 2nd hyperscaler deal + ClickHouse IPO + execution = $350+ This is speculative high-risk HIGH-reward"  
[X Link](https://x.com/gieldowyai/status/1977072038809682388) [@gieldowyai](/creator/x/gieldowyai) 2025-10-11T18:01Z XX followers, XX engagements


"4/ Why its working: Market still misprices visible 2025-27 AI monetization $AMD $GOOGL $ACN leading. Core (Tier 1) = conviction. #AI #cloud #semiconductors"  
[X Link](https://x.com/gieldowyai/status/1980287976203559099) [@gieldowyai](/creator/x/gieldowyai) 2025-10-20T15:00Z XX followers, XX engagements


"2/ Top movers: 🏆 $AMD + strong AI infra momentum 🚀 $ASTS +28% direct-to-cell narrative 📈 $ABNB +6% pre-launch bid ahead of May XX Services"  
[X Link](https://x.com/gieldowyai/status/1980287829784543586) [@gieldowyai](/creator/x/gieldowyai) 2025-10-20T14:59Z XX followers, XXX engagements


"3/ Laggards: $BABA $APA China & energy sentiment hit but catalysts intact"  
[X Link](https://x.com/gieldowyai/status/1980287918246654138) [@gieldowyai](/creator/x/gieldowyai) 2025-10-20T15:00Z XX followers, XX engagements


"Hidden asset value most analysts ignore: - ClickHouse stake: $900M (15% of $6B valuation) - Toloka AI: High-growth Bezos-backed - Avride: XXX% owned autonomous vehicle play - TripleTen: 14K+ students Conservative sum-of-parts: $5-9 BILLION"  
[X Link](https://x.com/gieldowyai/status/1977071723796480206) [@gieldowyai](/creator/x/gieldowyai) 2025-10-11T18:00Z XX followers, XX engagements


"5/ Watching next: MI350 shipments 🔧 Google Cloud margins ☁ Airbnb Services traction 🌍 AbbVie + ACAD catalysts 💊"  
[X Link](https://x.com/gieldowyai/status/1980288064015810712) [@gieldowyai](/creator/x/gieldowyai) 2025-10-20T15:00Z XX followers, XX engagements