[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 Christian Darnton Christian Darnton posts on X about $amd, hims, pltr, $pltr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1936166431378300928/interactions)  - X Week XXXXXXXXX +1,964% ### Mentions: XX [#](/creator/twitter::1936166431378300928/posts_active)  - X Week XXX +184% ### Followers: XXXXX [#](/creator/twitter::1936166431378300928/followers)  - X Week XXXXX +647% ### CreatorRank: XXXXXX [#](/creator/twitter::1936166431378300928/influencer_rank)  ### Social Influence [#](/creator/twitter::1936166431378300928/influence) --- **Social category influence** [stocks](/list/stocks) #1257 [technology brands](/list/technology-brands) #4851 [finance](/list/finance) XXXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$amd](/topic/$amd) #3, [hims](/topic/hims) #69, [pltr](/topic/pltr) #2, [$pltr](/topic/$pltr) #2, [inference](/topic/inference) #11, [$hims](/topic/$hims) #67, [palantir](/topic/palantir) #2, [wall street](/topic/wall-street) #367, [nvda](/topic/nvda) #2, [$nvda](/topic/$nvda) #16 **Top accounts mentioned or mentioned by** [@alc2022](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@joey64444172](/creator/undefined) [@bullsvsbearman](/creator/undefined) [@randystockss](/creator/undefined) [@simon64625227](/creator/undefined) [@davidnoam16](/creator/undefined) [@randycode](/creator/undefined) [@therealbirnbaum](/creator/undefined) [@christianmdarnton](/creator/undefined) [@bngcapital](/creator/undefined) [@seabiscuit65](/creator/undefined) [@iocharts](/creator/undefined) [@bellelaudere](/creator/undefined) [@ntowolf](/creator/undefined) [@mb_hogan](/creator/undefined) [@boredome1337](/creator/undefined) [@artjonak](/creator/undefined) [@luisxrodriguezs](/creator/undefined) [@k_lliw](/creator/undefined) **Top assets mentioned** [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir (PLTR)](/topic/$pltr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Spotify Technology (SPOT)](/topic/$spot) [Microsoft Corp. (MSFT)](/topic/microsoft) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts [#](/creator/twitter::1936166431378300928/posts) --- Top posts by engagements in the last XX hours "Most people think HIMS is a boner pill brand. Wrong. Its a deflationary platform eating a trillion-dollar industry bloated with middlemen and broken incentives. Theyre not tweaking healthcare. Theyre replacing it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110697962029159) 2025-07-15 13:18:23 UTC 4512 followers, 2106 engagements "Palantirs Foundry platform isnt hype (it's already happening). Its a new way of thinking: Cities simulated in software Supply chains rerouted in real time Energy grids military ops logistics all run on ontology-driven AI This is Layer X of the compute stack"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232976393601166) 2025-07-18 15:37:55 UTC 4511 followers, XXX engagements "Everything around us from protein folding to planetary motion follows rules. And anything that follows rules can be simulated. Simulated = modeled. Modeled = optimized. Optimized = monetized"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945918607864504411) 2025-07-17 18:48:44 UTC 4448 followers, 1027 engagements "AMD mirrors $PLTRs culture almost perfectly ✅ Flat hierarchy ✅ Direct info flow ✅ Continuous feedback loops ✅ Obsession with talent ✅ Underdog mentality ✅ Long-term vision ✅ Relentless iteration These aren't buzzwords. These are edge"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883506376368309) 2025-07-17 16:29:15 UTC 4512 followers, 6307 engagements "This is what Wall Street doesn't get: This isn't a hair loss startup. This is the first platform where your entire biology from blood to behavior becomes a feedback loop. Test Track Treat Repeat And its all vertically integrated"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700461527183497) 2025-07-11 15:54:36 UTC 3218 followers, XXX engagements "This isnt hype. Its a system-level insight: ✅ Reality is information ✅ Computation manipulates information ✅ AMD is the most agile computation builder on Earth"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945918627653292038) 2025-07-17 18:48:48 UTC 4455 followers, XXX engagements "Their secret weapon A centralized EMR brain that improves with every user. More data = better personalization = better outcomes = more users = repeat. This is the flywheel effect just like $PLTRs ontology"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110707147554910) 2025-07-15 13:18:25 UTC 4509 followers, 1301 engagements "You cant predict breakthroughs but culture births them Just like Palantir birthed AIP out of nowhere. AMD is running XXX internal pilots right now. Whats going to pop We dont know. Thats the point. Dont bet against the soup when its bubbling"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883508578394217) 2025-07-17 16:29:15 UTC 4512 followers, 5957 engagements "Lets talk numbers: $50M free cash flow last quarter $109M cash from ops 700000+ sq ft fulfillment capacity 2.4M subscribers XX% YoY growth XXX% YoY oral weight loss treatment growth Theyre printing and compounding cash"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700463288811801) 2025-07-11 15:54:37 UTC 3218 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 4512 followers, 228.2K engagements "This is where $AMD comes in. Their chiplet architecture is modular scalable and built for fragmented compute demand. From hyperscale data centers to edge devices in smart cities and autonomous defense AMDs hardware can serve them all"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232967891665288) 2025-07-18 15:37:53 UTC 4511 followers, XXX engagements "This is where the puck is going: Biotracking Precision prevention Continuous diagnostics Affordable peptide therapy Healthspan-as-a-service And Hims & Hers is the only player building the rails the data graph and the distribution. You cant outspend this. You cant copy this"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700470624600564) 2025-07-11 15:54:39 UTC 4285 followers, XXX engagements "The truth is: US healthcare is structurally broken. 🩺 Pricing opacity 🧾 Insurance bloat 🩺No incentive for better outcomes HIMS is building the digital layer on top of this mess"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110701476884766) 2025-07-15 13:18:24 UTC 4511 followers, 1559 engagements "Under Lisa Su $AMD didnt just make better chips. They made a better business model. ✅ Modular chiplet architecture ✅ Aggressive bets on AI inference ✅ Cultural turnaround rooted in speed clarity and boldness Theyre not following trends. Theyre building the future"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492101728235924) 2025-07-16 14:33:57 UTC 4512 followers, 20.3K engagements "I went all in on $PLTR at $XXXX (receipts shown). But this This is bigger. Everyones chasing the next $NVDA. But Im betting on the company that beats NVIDIA. Faster. More agile. Better suited for the compute demands of tomorrow. That company is $AMD. And their TAM Literally unlimited. 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945918603749921070) 2025-07-17 18:48:43 UTC 4512 followers, 23.9K engagements "That bet disrupted Intel. Zen CPU architecture Chiplet design Ryzen took XX% of desktop CPU share EPYC flipped Intels server monopoly upside down Revenue: $4B $25.8B Net income: -660M +3.1B Market cap: $3B $130B+"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181131717513292) 2025-07-18 12:11:54 UTC 4512 followers, XXX engagements "And the TAM Were talking: Sexual health Mental health Hair loss Weight loss Primary care Longevity Diagnostics Blood biomarkers Genomics This isnt niche. Its total healthcare reinvention"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706174164549708) 2025-07-14 10:30:57 UTC 4440 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 4512 followers, XXX engagements "I dont dollar-cost average. My last major buy was at $XX. As for the 20x potential the thesis isnt just about AMD. Its about what computation fundamentally is. And I believe its demand is literally unlimited. This is the key idea: Computation is how we interact with informationand reality itself is made of information. Atoms. Genes. Languages. Markets. Behaviors. They can all be modeled computationally. Reality is computable The universe operates according to patterns and rules which means it can be modeled with algorithms. As more of reality becomes digitized and simulated (biology weather"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946225339581211011) 2025-07-18 15:07:34 UTC 4465 followers, XX engagements "Thats why I believe AMD may 100x. Not because of hype. But because of first principles. Think from fundamentals. Move early. Act deliberately"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945918635857350863) 2025-07-17 18:48:50 UTC 4511 followers, 1446 engagements "But it doesnt stop at inference. Lets talk about AMDs Edge AI play the most overlooked part of this story. 💡 Edge AI = Inference happening outside the data center Think: Self-driving cars Smart factories Retail surveillance Defense systems On-device LLMs This is where real-time low-latency AI matters. And its a TAM that could dwarf cloud AI"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181142740131987) 2025-07-18 12:11:57 UTC 4512 followers, XXX engagements "$HIMS is not a telehealth brand. Its building: a) Molecular health infrastructure b) A biological feedback loop from blood to behavior c) A vertically integrated engine with 100s of internalized micro-businesses This is a system not a storefront"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706163456508291) 2025-07-14 10:30:54 UTC 4438 followers, XXX engagements "The Next X% mindset Lisa Sus motto internally Every win is just the beginning. This culture of constant improvement is rare. Most companies get soft after success. $AMD got sharper"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883512952717720) 2025-07-17 16:29:16 UTC 4512 followers, 4738 engagements "Together $AMD and $PLTR form the core stack of the computable world: - AMD = the hardware to compute reality From factories to vehicles its chips power the edge capturing and processing the raw patterns that make up the world. - Palantir = the software to model it It takes those edge signals and turns them into structured meaning an ontology that lets us simulate predict and act on reality in real time"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232978587222487) 2025-07-18 15:37:56 UTC 4511 followers, XXX engagements "$AMD will be the backbone of: AI agents Autonomous robotics Digital twins Real-time drug discovery Smart grids Molecular simulations Global inference Every vertical. Every domain"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945918629784027271) 2025-07-17 18:48:49 UTC 4443 followers, XXX engagements "Hims & Hers is building the Amazon of personalized healthcare. But not like your doctors office. Theyre going XX layers deeper: Blood diagnostics Genetic risk scores Peptides & hormone therapies AI-driven health matching Platform-controlled compound meds This is healthcare re-architected at the molecular level"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700455797698959) 2025-07-11 15:54:35 UTC 4322 followers, XXX engagements "NVIDIA dominates AI today. But AMD is building tomorrow. NVIDIA wins in: Current market share Short-term AI training AMD is set to win in: Inference (cheaper more scalable) Edge compute FPGAAs Long-term agility"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883510902050987) 2025-07-17 16:29:16 UTC 4511 followers, 6233 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 4512 followers, 3378 engagements "I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945080441389609358) 2025-07-15 11:18:09 UTC 4511 followers, 6621 engagements "I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next. Wall Street thinks its just a DTC pill brand. Theyre dead wrong. I break down every bear case and show you the real story 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706161174859998) 2025-07-14 10:30:54 UTC 4512 followers, 19.1K engagements "They're dismantling the old healthcare model. No middlemen. No co-pays. No confusion. Just direct-to-patient care thats: Transparent Personalized Scalable This isnt Teladoc. Its Amazon for your biology"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706165331394866) 2025-07-14 10:30:55 UTC 4438 followers, XXX engagements "If Spotify is music as a service HIMS is Dont Die as a Service. Theyre building a healthcare operating system for a generation that lives online and wants control over their health"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110714428883050) 2025-07-15 13:18:27 UTC 4512 followers, 3057 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 4512 followers, XXX engagements "People mocked me when I called $PLTR at $X. Same when I bet big on $AMD before AI blew up. Im used to it. But if you want to see how I spot these early and why $HIMS is next: 🎥 Read the full breakdown here: 🔗"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706175963918846) 2025-07-14 10:30:57 UTC 4439 followers, 1577 engagements "But now AMD has secured its CPU base. And its finally turning to the GPU war. But not just any GPU war 👉 Its targeting AI inference where real-world AI adoption happens"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181134783488406) 2025-07-18 12:11:55 UTC 4512 followers, XXX engagements "How I Built a $765000 Portfolio in My Early 20s No Hype No Leverage No Luck. I did it through deep conviction. By mastering one metric. And by ignoring everything the crowd was chasing. Heres the full breakdown playbook included 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1941828659431501844) 2025-07-06 11:56:44 UTC 4450 followers, 68.4K engagements "$AMDs approach is anti-fragile. 🔥 Chiplets = XX% cheaper production 🔥 Higher yield faster iteration 🔥 Built for adaptability This isnt just engineering. Its philosophy. Theyre betting on optionality and its paying off"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492105528267215) 2025-07-16 14:33:58 UTC 4512 followers, 17.6K engagements "AMDs secret weapon ⚡ The MI355 Inference Accelerator Lisa Su: XX% more tokens per dollar than alternatives. Thats not just a performance flex. Thats a cost curve shift. Suddenly AI becomes accessible for the entire mid-market. This is how you win share"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181140076728484) 2025-07-18 12:11:56 UTC 4512 followers, XXX engagements "And speaking of Amazon. $HIMS just hired Nader Kabbani a 20-year Amazon exec. He built Kindle. Scaled Prime Video. Launched PillPack. He took AMZN from $X to empire. Now hes doing it again but with medicine"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944706167088775419) 2025-07-14 10:30:55 UTC 4454 followers, 1666 engagements "Market doesnt get it yet. Why Because its seen as the other chip stock. Because the AI narrative is still stuck on training. But thats what makes it asymmetric"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181159148556775) 2025-07-18 12:12:01 UTC 4512 followers, XXX engagements "$HIMS isnt a telehealth app. Its building: a) Molecular health infrastructure to predict & prevent disease b) The first platform where your entire biology from blood to behavior becomes a feedback loop c) A scalable engine with 100s of embedded micro-businesses"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308634030141620) 2025-07-13 08:11:16 UTC 3848 followers, 2944 engagements "@DavidNoam16 Even if AMD comes second I still win. Thats the power of asymmetric bets. I loaded up at $XX because when you're this hedged on upside second place still prints life-changing returns. And if it wins Its game over"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945886060057088144) 2025-07-17 16:39:24 UTC 4506 followers, 1187 engagements "Lisa Su said it clearly: Inference will be the primary driver of AI and now were seeing that inflection point. The MI300 series is already winning business from Microsoft Meta and Oracle. This is the beginning of AMDs second act"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232971989762296) 2025-07-18 15:37:54 UTC 4511 followers, XXX engagements "🚨 AI Inference = The Real Goldmine Training gets headlines. But inference is what every business actually uses to run AI. And it's growing XX% YoY according to Su. Clouds enterprises governments apps everyone needs it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181137669177712) 2025-07-18 12:11:56 UTC 4512 followers, XXX engagements "Coming soon. Addressing EVERY BEAR case against $HIMS"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944693909449327081) 2025-07-14 09:42:13 UTC 4438 followers, 6699 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 4512 followers, 376.6K 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 4511 followers, XXX engagements "From sexual health to weight loss to longevity $HIMS is turning low-retention verticals into sticky high-margin subscription engines. Daily personalized multi-action treatment plans are now the core offering"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308639105167869) 2025-07-13 08:11:17 UTC 4444 followers, 2763 engagements "This isnt some hindsight trade. This was conviction when the market laughed in your face. While institutions dumped I kept stacking. Over and over again. You dont build real wealth by following hype. You build it by going deep when everyone else is shallow"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945819338503491686) 2025-07-17 12:14:16 UTC 4506 followers, XXX 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 4512 followers, 52.8K engagements "Heres the setup: ✔ Direct-to-consumer pricing ✔ No insurance bureaucracy ✔ Vertically integrated delivery ✔ An AI-driven EMR engine that learns Theyre turning data into better care"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110703402017278) 2025-07-15 13:18:24 UTC 4508 followers, 1413 engagements "This is my highest-conviction bet since Palantir. Not because of vibes. Because of fundamentals flywheels and long-term thinking. $HIMS is the front door to the future of healthcare. Bet accordingly. 📺 Full video breakdown 🔗"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110716375023931) 2025-07-15 13:18:27 UTC 4512 followers, 5268 engagements "You cant model culture in a DCF Wall Street models numbers. I model qualitatives. Culture is the real operating system of a business and $AMD has built one of the most resilient comeback-driven high-agency cultures in tech. You cant fake this"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883498318897173) 2025-07-17 16:29:13 UTC 4512 followers, 7893 engagements "Let me be clear I believe $AMD is: Structurally undervalued Culturally superior Built for the next wave of compute And yes it can 20x from here. Just like $PLTR did for me. Same conviction. Same depth. Same bet"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883515054440593) 2025-07-17 16:29:17 UTC 4511 followers, 5767 engagements "Execution is elite. ✔ 1M+ active subscribers ✔ XX% retention on 2-year subs ✔ Record-high margins ✔ XX% YoY growth outside weight loss No hype. Just results"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110708913365112) 2025-07-15 13:18:26 UTC 4440 followers, 1154 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 4511 followers, 1343 engagements "@alc2022 no mission driven culture at all. META made this transition well - away from merely social applications to AI (hence recent acquisition of excellent talent). why would excellent talent want to join SNAP"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944358468711796818) 2025-07-13 11:29:18 UTC 2968 followers, 3428 engagements "If you're still stuck chasing trends Maybe its time to think different. Act deliberately. I did it with $PLTR at $X. I'm doing it again with $AMD. And Im showing my work for free every step of the way. 🔗 Substack in bio 🎥 Video on YouTube 📈 Next up: $NVDA deep dive Lets build generational wealth"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883517121929475) 2025-07-17 16:29:17 UTC 4512 followers, 5329 engagements "Call me crazy. But Im betting $AMD becomes the most structurally advantaged compute company of the next decade. Not just because of chips. Because of vision. Because of culture. Watch this space. 👉 Full article out soon:"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492114801840219) 2025-07-16 14:34:00 UTC 4511 followers, 13.5K engagements "Most funds miss this because they cant model it. Too qualitative. Too early. Too nuanced. But thats where asymmetric returns live. Thats where I live"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110712587538601) 2025-07-15 13:18:26 UTC 4440 followers, 1040 engagements "I put $100000 into $AMD at $XX. Im not selling (ever). Because this isnt a chip stock. Its the computational engine behind AI automation & the future of intelligence. While others chased hype I bet on chiplets execution and a visionary culture. Heres the full thesis. 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1941595822468079863) 2025-07-05 20:31:31 UTC 4494 followers, 31.4K engagements "Chiplets = agility Most people still dont get what chiplets really mean. Theyre not just a hardware design. Theyre a philosophy: Modular Adaptive Plug-and-play In a market where computation is unlimited agility trumps everything. AMD is built for it"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883502320214206) 2025-07-17 16:29:14 UTC 4512 followers, 6674 engagements "$AMDs next frontier AI inference. Inference is where AI leaves the lab and enters the world. And AMDs new MI355 beats NVIDIAs inference chips by XX% in tokens per dollar. Thats not a spec bump. Thats an economic revolution in AI deployment"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232969867170174) 2025-07-18 15:37:53 UTC 4511 followers, XXX 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 4512 followers, 14.3K engagements "Watch this before Wall Street catches on 👇 Hims & Hers is building the backend of 21st-century healthcare and nobody sees it yet"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308640741040369) 2025-07-13 08:11:18 UTC 4446 followers, 2466 engagements "Think of it like this: 🚕 Uber fixed taxis 🎧 Spotify fixed music 💊 HIMS is fixing healthcare But this market is 10x bigger than those"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110705247596924) 2025-07-15 13:18:25 UTC 4512 followers, 1343 engagements "And the kicker 50%+ of users are now on personalized treatments. This is molecular-level healthcare. Custom dosages better form factors and predictive care before symptoms even arise"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110710641467458) 2025-07-15 13:18:26 UTC 4461 followers, 1082 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 4511 followers, XXX engagements "Lisa Su is a once-in-a-generation CEO When she took over in 2014 AMD was: $2/share $3B in debt Demoralized to the core Today She architected the chiplet revolution and is about to dominate inference edge compute & FPGAAs. This is her Palantir moment"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883500218810687) 2025-07-17 16:29:13 UTC 4512 followers, 7340 engagements "Why the Bear Case on $HIMS Is DEAD WRONG 🧵 They said Palantir had no moat. They said Spotify was just a music app. Now theyre saying Hims & Hers is just a telehealth storefront. They're wrong again. Heres why Im betting BIG. 👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329345356435570) 2025-07-13 09:33:34 UTC 4440 followers, 3027 engagements "Follow me if you want to: Think XX years ahead Understand what computation really means Learn how to identify asymmetric bets early Im combining philosophy physics and investing Because the next frontier is abstract and thats where I thrive. Full thesis here (free):"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232986938085806) 2025-07-18 15:37:58 UTC 4511 followers, XXX engagements "If I were to summarize: $PLTR was my conviction play on government + data. $AMD is my conviction play on the future of computation. Same framework. Same depth. Same high-conviction thesis. This time the bets even bigger"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492113053175810) 2025-07-16 14:33:59 UTC 4511 followers, 14.9K engagements "This isnt just a bet on chips. Its a bet on culture. On agility. On leadership. Because in a world where computation is infinite the winner wont be the one with the loudest story Itll be the one with the strongest operating system"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492098129531084) 2025-07-16 14:33:56 UTC 4512 followers, 24.2K engagements "@nikoliasgoninus Indeed. Hence why the investment is so well-hedged. Plus computation market is NOT just GPU / CPU. Computation is unlimited in demand - in my view. And we are just getting started"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945889695025553411) 2025-07-17 16:53:50 UTC 4512 followers, 3518 engagements "@_BNG_Capital and i blur out order ID details - due to phishing fear"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945817617190555869) 2025-07-17 12:07:26 UTC 4032 followers, XX engagements "You can fake screenshots. You can fake bank balances. You can even fake clout. But you cant fake a digital track record. I posted my old interview with Antonio from years ago talking $PLTR at $X. Its timestamped. Its public. Its proof. This is how you know who was early and whos just loud. @alc2022"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944141328486433149) 2025-07-12 21:06:27 UTC 4438 followers, 6401 engagements "Why blur the Order ID Because phishing is real. People will try to impersonate or hack you. These unique transaction IDs can be weaponized so Ive redacted them. Security first. Receipts still intact"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945819340323885500) 2025-07-17 12:14:16 UTC 4507 followers, XXX engagements "This is about dethroning $NVDA. A modular empire. A bet on culture over hype. And the clearest asymmetric opportunity in the semiconductor space right now"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492110712393763) 2025-07-16 14:33:59 UTC 4455 followers, 13K engagements "Now heres the big unlock: Theyre not a brand. Theyre a platform with hundreds of embedded micro-businesses. Sexual health Hormones Longevity Weight loss Each is its own vertical riding the same infrastructure data flywheel and consumer trust layer. Thats Amazon-level defensibility"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700468770680899) 2025-07-11 15:54:38 UTC 3818 followers, XXX engagements "While Wall Street chases $NVDAs training chips $AMD is quietly winning the inference game. The deployment phase of AI The real money The exponential scale Think edge PCs smartphones cars factories satellites. Thats where the demand is heading"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945492103561441479) 2025-07-16 14:33:57 UTC 4511 followers, 18.8K engagements "And this isnt theory its already happening. Palantirs ontology can model an entire factory: It takes raw data signals from powered edge devices machines sensors robots and turns them into a live digital twin of operations. From raw signal real-time simulation intelligent action"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232984840937732) 2025-07-18 15:37:57 UTC 4512 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 4512 followers, 59.3K 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 4512 followers, 22K engagements "Everyones still sleeping on this. But $HIMS is the single most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why: 🧵"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944308631970758988) 2025-07-13 08:11:16 UTC 4511 followers, 52.7K 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 4512 followers, 6199 engagements "I put $100000 into $AMD at $XX. Im not selling (ever)"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943054337275740190) 2025-07-09 21:07:08 UTC 3097 followers, 3483 engagements "The full Substack report drops next week: 🔍 11000+ words breaking down every bear case on $HIMS. ✅ Regulation ✅ Retention ✅ CAC ✅ Tech moat ✅ GLP-1 risk ✅ TAM limits Ive done the deep work so you dont have to. This isnt hype. Its conviction. Stay tuned. RT to help others cut through the noise 🔁"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944329361827450912) 2025-07-13 09:33:38 UTC 4440 followers, 1529 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 4512 followers, 6348 engagements "@nikoliasgoninus welcome big philosopher here"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1944404908758663623) 2025-07-13 14:33:50 UTC 2982 followers, XXX engagements "Everyones worshipping NVIDIA like its untouchable. But Ive seen this before. I went all in on $PLTR at $XXXX while the institutions laughed (receipts shown). Now I dropped $100000 into $AMD at $XX. Because its not hype Im chasing its asymmetric upside. Heres the full thesis: and why it could 10X in the AI era. 🧵👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946181125853868447) 2025-07-18 12:11:53 UTC 4512 followers, 10.9K 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 4512 followers, XXX engagements "Conviction beats consensus Everyone said $PLTR was overhyped. I was a teenager studying philosophy & physics but I saw something Wall Street didnt: Culture. Conviction. A company built to last. Same with $AMD today"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883496087531552) 2025-07-17 16:29:12 UTC 4512 followers, 8991 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 4512 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 4512 followers, XXX engagements "Computation = the new oil What is computation Its how raw chaos becomes order. Its the physical manifestation of cognition first in your brain now in silicon. And the demand for it Infinite"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945883504249651540) 2025-07-17 16:29:14 UTC 4512 followers, 6059 engagements "Now layer $PLTR on top. While AMD delivers the computational layer Palantir builds the cognitive layer software that turns data into decisions (ontology). AI models. Digital twins. Real-time simulations. This is the company that helps governments and enterprises transform raw data into structured comprehensible insights - bringing data to life - through the ontology"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946232974132859284) 2025-07-18 15:37:54 UTC 4511 followers, XXX engagements "The case for AMD is irrefutable: This is how I think of it abstractly - & I don't think anyone else has really conceptualised it this way. Jim Simmons combined math & investing - I do philosophy / physics & investing. 1) This is the key idea: Computation is how we interact with informationand reality itself is made of information. Atoms. Genes. Languages. Markets. Behaviors. They can all be modeled computationally. Reality is computable The universe operates according to patterns and rules which means it can be modeled with algorithms. As more of reality becomes digitized and simulated"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1946227411173130495) 2025-07-18 15:15:48 UTC 4512 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 4511 followers, XXX 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 4512 followers, XXX engagements "I studied Palantir like my life depended on it and it did. $X entry. Publicly documented. Multibagger. Now Im doing the same with $HIMS. This is conviction investing not trend-chasing"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945110699706864061) 2025-07-15 13:18:23 UTC 4509 followers, 1788 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 4510 followers, 24.8K engagements "This is why computation is now the infrastructure of progress. AI biotech climate models robotics defense systems neural simulations financial markets Every industry. Every breakthrough. It all depends on compute"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1945918609760367034) 2025-07-17 18:48:44 UTC 4454 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 4511 followers, 15.6K engagements "Everyone laughed at Amazon in 2001. Theyll laugh at $HIMS in 2025. Then theyll watch it 100x. This is not a telehealth brand. This is a molecular health infrastructure play for personalised healthcare. Heres why Im betting on a $2000 share price 🧬👇"  [@CMDarnton](/creator/x/CMDarnton) on [X](/post/tweet/1943700453323104434) 2025-07-11 15:54:34 UTC 4493 followers, 5516 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 Christian Darnton
Christian Darnton posts on X about $amd, hims, pltr, $pltr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +1,964%
Mentions: XX #
- X Week XXX +184%
Followers: XXXXX #
- X Week XXXXX +647%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #1257 technology brands #4851 finance XXXXX% social networks XXXX%
Social topic influence $amd #3, hims #69, pltr #2, $pltr #2, inference #11, $hims #67, palantir #2, wall street #367, nvda #2, $nvda #16
Top accounts mentioned or mentioned by @alc2022 @nikoliasgoninus @joey64444172 @bullsvsbearman @randystockss @simon64625227 @davidnoam16 @randycode @therealbirnbaum @christianmdarnton @bngcapital @seabiscuit65 @iocharts @bellelaudere @ntowolf @mb_hogan @boredome1337 @artjonak @luisxrodriguezs @k_lliw
Top assets mentioned Advanced Micro Devices (AMD) Palantir (PLTR) Hims & Hers Health, Inc. (HIMS) NVIDIA Corp. (NVDA) Spotify Technology (SPOT) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER)
Top Social Posts #
Top posts by engagements in the last XX hours
"Most people think HIMS is a boner pill brand. Wrong. Its a deflationary platform eating a trillion-dollar industry bloated with middlemen and broken incentives. Theyre not tweaking healthcare. Theyre replacing it"
@CMDarnton on X 2025-07-15 13:18:23 UTC 4512 followers, 2106 engagements
"Palantirs Foundry platform isnt hype (it's already happening). Its a new way of thinking: Cities simulated in software Supply chains rerouted in real time Energy grids military ops logistics all run on ontology-driven AI This is Layer X of the compute stack" @CMDarnton on X 2025-07-18 15:37:55 UTC 4511 followers, XXX engagements
"Everything around us from protein folding to planetary motion follows rules. And anything that follows rules can be simulated. Simulated = modeled. Modeled = optimized. Optimized = monetized" @CMDarnton on X 2025-07-17 18:48:44 UTC 4448 followers, 1027 engagements
"AMD mirrors $PLTRs culture almost perfectly ✅ Flat hierarchy ✅ Direct info flow ✅ Continuous feedback loops ✅ Obsession with talent ✅ Underdog mentality ✅ Long-term vision ✅ Relentless iteration These aren't buzzwords. These are edge" @CMDarnton on X 2025-07-17 16:29:15 UTC 4512 followers, 6307 engagements
"This is what Wall Street doesn't get: This isn't a hair loss startup. This is the first platform where your entire biology from blood to behavior becomes a feedback loop. Test Track Treat Repeat And its all vertically integrated" @CMDarnton on X 2025-07-11 15:54:36 UTC 3218 followers, XXX engagements
"This isnt hype. Its a system-level insight: ✅ Reality is information ✅ Computation manipulates information ✅ AMD is the most agile computation builder on Earth" @CMDarnton on X 2025-07-17 18:48:48 UTC 4455 followers, XXX engagements
"Their secret weapon A centralized EMR brain that improves with every user. More data = better personalization = better outcomes = more users = repeat. This is the flywheel effect just like $PLTRs ontology" @CMDarnton on X 2025-07-15 13:18:25 UTC 4509 followers, 1301 engagements
"You cant predict breakthroughs but culture births them Just like Palantir birthed AIP out of nowhere. AMD is running XXX internal pilots right now. Whats going to pop We dont know. Thats the point. Dont bet against the soup when its bubbling" @CMDarnton on X 2025-07-17 16:29:15 UTC 4512 followers, 5957 engagements
"Lets talk numbers: $50M free cash flow last quarter $109M cash from ops 700000+ sq ft fulfillment capacity 2.4M subscribers XX% YoY growth XXX% YoY oral weight loss treatment growth Theyre printing and compounding cash" @CMDarnton on X 2025-07-11 15:54:37 UTC 3218 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 4512 followers, 228.2K engagements
"This is where $AMD comes in. Their chiplet architecture is modular scalable and built for fragmented compute demand. From hyperscale data centers to edge devices in smart cities and autonomous defense AMDs hardware can serve them all" @CMDarnton on X 2025-07-18 15:37:53 UTC 4511 followers, XXX engagements
"This is where the puck is going: Biotracking Precision prevention Continuous diagnostics Affordable peptide therapy Healthspan-as-a-service And Hims & Hers is the only player building the rails the data graph and the distribution. You cant outspend this. You cant copy this" @CMDarnton on X 2025-07-11 15:54:39 UTC 4285 followers, XXX engagements
"The truth is: US healthcare is structurally broken. 🩺 Pricing opacity 🧾 Insurance bloat 🩺No incentive for better outcomes HIMS is building the digital layer on top of this mess" @CMDarnton on X 2025-07-15 13:18:24 UTC 4511 followers, 1559 engagements
"Under Lisa Su $AMD didnt just make better chips. They made a better business model. ✅ Modular chiplet architecture ✅ Aggressive bets on AI inference ✅ Cultural turnaround rooted in speed clarity and boldness Theyre not following trends. Theyre building the future" @CMDarnton on X 2025-07-16 14:33:57 UTC 4512 followers, 20.3K engagements
"I went all in on $PLTR at $XXXX (receipts shown). But this This is bigger. Everyones chasing the next $NVDA. But Im betting on the company that beats NVIDIA. Faster. More agile. Better suited for the compute demands of tomorrow. That company is $AMD. And their TAM Literally unlimited. 👇" @CMDarnton on X 2025-07-17 18:48:43 UTC 4512 followers, 23.9K engagements
"That bet disrupted Intel. Zen CPU architecture Chiplet design Ryzen took XX% of desktop CPU share EPYC flipped Intels server monopoly upside down Revenue: $4B $25.8B Net income: -660M +3.1B Market cap: $3B $130B+" @CMDarnton on X 2025-07-18 12:11:54 UTC 4512 followers, XXX engagements
"And the TAM Were talking: Sexual health Mental health Hair loss Weight loss Primary care Longevity Diagnostics Blood biomarkers Genomics This isnt niche. Its total healthcare reinvention" @CMDarnton on X 2025-07-14 10:30:57 UTC 4440 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 4512 followers, XXX engagements
"I dont dollar-cost average. My last major buy was at $XX. As for the 20x potential the thesis isnt just about AMD. Its about what computation fundamentally is. And I believe its demand is literally unlimited. This is the key idea: Computation is how we interact with informationand reality itself is made of information. Atoms. Genes. Languages. Markets. Behaviors. They can all be modeled computationally. Reality is computable The universe operates according to patterns and rules which means it can be modeled with algorithms. As more of reality becomes digitized and simulated (biology weather" @CMDarnton on X 2025-07-18 15:07:34 UTC 4465 followers, XX engagements
"Thats why I believe AMD may 100x. Not because of hype. But because of first principles. Think from fundamentals. Move early. Act deliberately" @CMDarnton on X 2025-07-17 18:48:50 UTC 4511 followers, 1446 engagements
"But it doesnt stop at inference. Lets talk about AMDs Edge AI play the most overlooked part of this story. 💡 Edge AI = Inference happening outside the data center Think: Self-driving cars Smart factories Retail surveillance Defense systems On-device LLMs This is where real-time low-latency AI matters. And its a TAM that could dwarf cloud AI" @CMDarnton on X 2025-07-18 12:11:57 UTC 4512 followers, XXX engagements
"$HIMS is not a telehealth brand. Its building: a) Molecular health infrastructure b) A biological feedback loop from blood to behavior c) A vertically integrated engine with 100s of internalized micro-businesses This is a system not a storefront" @CMDarnton on X 2025-07-14 10:30:54 UTC 4438 followers, XXX engagements
"The Next X% mindset Lisa Sus motto internally Every win is just the beginning. This culture of constant improvement is rare. Most companies get soft after success. $AMD got sharper" @CMDarnton on X 2025-07-17 16:29:16 UTC 4512 followers, 4738 engagements
"Together $AMD and $PLTR form the core stack of the computable world: - AMD = the hardware to compute reality From factories to vehicles its chips power the edge capturing and processing the raw patterns that make up the world. - Palantir = the software to model it It takes those edge signals and turns them into structured meaning an ontology that lets us simulate predict and act on reality in real time" @CMDarnton on X 2025-07-18 15:37:56 UTC 4511 followers, XXX engagements
"$AMD will be the backbone of: AI agents Autonomous robotics Digital twins Real-time drug discovery Smart grids Molecular simulations Global inference Every vertical. Every domain" @CMDarnton on X 2025-07-17 18:48:49 UTC 4443 followers, XXX engagements
"Hims & Hers is building the Amazon of personalized healthcare. But not like your doctors office. Theyre going XX layers deeper: Blood diagnostics Genetic risk scores Peptides & hormone therapies AI-driven health matching Platform-controlled compound meds This is healthcare re-architected at the molecular level" @CMDarnton on X 2025-07-11 15:54:35 UTC 4322 followers, XXX engagements
"NVIDIA dominates AI today. But AMD is building tomorrow. NVIDIA wins in: Current market share Short-term AI training AMD is set to win in: Inference (cheaper more scalable) Edge compute FPGAAs Long-term agility" @CMDarnton on X 2025-07-17 16:29:16 UTC 4511 followers, 6233 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 4512 followers, 3378 engagements
"I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next" @CMDarnton on X 2025-07-15 11:18:09 UTC 4511 followers, 6621 engagements
"I bought $PLTR at $X when everyone laughed. Now its up 20x. This video breaks down why $HIMS is next. Wall Street thinks its just a DTC pill brand. Theyre dead wrong. I break down every bear case and show you the real story 👇" @CMDarnton on X 2025-07-14 10:30:54 UTC 4512 followers, 19.1K engagements
"They're dismantling the old healthcare model. No middlemen. No co-pays. No confusion. Just direct-to-patient care thats: Transparent Personalized Scalable This isnt Teladoc. Its Amazon for your biology" @CMDarnton on X 2025-07-14 10:30:55 UTC 4438 followers, XXX engagements
"If Spotify is music as a service HIMS is Dont Die as a Service. Theyre building a healthcare operating system for a generation that lives online and wants control over their health" @CMDarnton on X 2025-07-15 13:18:27 UTC 4512 followers, 3057 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 4512 followers, XXX engagements
"People mocked me when I called $PLTR at $X. Same when I bet big on $AMD before AI blew up. Im used to it. But if you want to see how I spot these early and why $HIMS is next: 🎥 Read the full breakdown here: 🔗" @CMDarnton on X 2025-07-14 10:30:57 UTC 4439 followers, 1577 engagements
"But now AMD has secured its CPU base. And its finally turning to the GPU war. But not just any GPU war 👉 Its targeting AI inference where real-world AI adoption happens" @CMDarnton on X 2025-07-18 12:11:55 UTC 4512 followers, XXX engagements
"How I Built a $765000 Portfolio in My Early 20s No Hype No Leverage No Luck. I did it through deep conviction. By mastering one metric. And by ignoring everything the crowd was chasing. Heres the full breakdown playbook included 🧵👇" @CMDarnton on X 2025-07-06 11:56:44 UTC 4450 followers, 68.4K engagements
"$AMDs approach is anti-fragile. 🔥 Chiplets = XX% cheaper production 🔥 Higher yield faster iteration 🔥 Built for adaptability This isnt just engineering. Its philosophy. Theyre betting on optionality and its paying off" @CMDarnton on X 2025-07-16 14:33:58 UTC 4512 followers, 17.6K engagements
"AMDs secret weapon ⚡ The MI355 Inference Accelerator Lisa Su: XX% more tokens per dollar than alternatives. Thats not just a performance flex. Thats a cost curve shift. Suddenly AI becomes accessible for the entire mid-market. This is how you win share" @CMDarnton on X 2025-07-18 12:11:56 UTC 4512 followers, XXX engagements
"And speaking of Amazon. $HIMS just hired Nader Kabbani a 20-year Amazon exec. He built Kindle. Scaled Prime Video. Launched PillPack. He took AMZN from $X to empire. Now hes doing it again but with medicine" @CMDarnton on X 2025-07-14 10:30:55 UTC 4454 followers, 1666 engagements
"Market doesnt get it yet. Why Because its seen as the other chip stock. Because the AI narrative is still stuck on training. But thats what makes it asymmetric" @CMDarnton on X 2025-07-18 12:12:01 UTC 4512 followers, XXX engagements
"$HIMS isnt a telehealth app. Its building: a) Molecular health infrastructure to predict & prevent disease b) The first platform where your entire biology from blood to behavior becomes a feedback loop c) A scalable engine with 100s of embedded micro-businesses" @CMDarnton on X 2025-07-13 08:11:16 UTC 3848 followers, 2944 engagements
"@DavidNoam16 Even if AMD comes second I still win. Thats the power of asymmetric bets. I loaded up at $XX because when you're this hedged on upside second place still prints life-changing returns. And if it wins Its game over" @CMDarnton on X 2025-07-17 16:39:24 UTC 4506 followers, 1187 engagements
"Lisa Su said it clearly: Inference will be the primary driver of AI and now were seeing that inflection point. The MI300 series is already winning business from Microsoft Meta and Oracle. This is the beginning of AMDs second act" @CMDarnton on X 2025-07-18 15:37:54 UTC 4511 followers, XXX engagements
"🚨 AI Inference = The Real Goldmine Training gets headlines. But inference is what every business actually uses to run AI. And it's growing XX% YoY according to Su. Clouds enterprises governments apps everyone needs it" @CMDarnton on X 2025-07-18 12:11:56 UTC 4512 followers, XXX engagements
"Coming soon. Addressing EVERY BEAR case against $HIMS" @CMDarnton on X 2025-07-14 09:42:13 UTC 4438 followers, 6699 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 4512 followers, 376.6K 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 4511 followers, XXX engagements
"From sexual health to weight loss to longevity $HIMS is turning low-retention verticals into sticky high-margin subscription engines. Daily personalized multi-action treatment plans are now the core offering" @CMDarnton on X 2025-07-13 08:11:17 UTC 4444 followers, 2763 engagements
"This isnt some hindsight trade. This was conviction when the market laughed in your face. While institutions dumped I kept stacking. Over and over again. You dont build real wealth by following hype. You build it by going deep when everyone else is shallow" @CMDarnton on X 2025-07-17 12:14:16 UTC 4506 followers, XXX 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 4512 followers, 52.8K engagements
"Heres the setup: ✔ Direct-to-consumer pricing ✔ No insurance bureaucracy ✔ Vertically integrated delivery ✔ An AI-driven EMR engine that learns Theyre turning data into better care" @CMDarnton on X 2025-07-15 13:18:24 UTC 4508 followers, 1413 engagements
"This is my highest-conviction bet since Palantir. Not because of vibes. Because of fundamentals flywheels and long-term thinking. $HIMS is the front door to the future of healthcare. Bet accordingly. 📺 Full video breakdown 🔗" @CMDarnton on X 2025-07-15 13:18:27 UTC 4512 followers, 5268 engagements
"You cant model culture in a DCF Wall Street models numbers. I model qualitatives. Culture is the real operating system of a business and $AMD has built one of the most resilient comeback-driven high-agency cultures in tech. You cant fake this" @CMDarnton on X 2025-07-17 16:29:13 UTC 4512 followers, 7893 engagements
"Let me be clear I believe $AMD is: Structurally undervalued Culturally superior Built for the next wave of compute And yes it can 20x from here. Just like $PLTR did for me. Same conviction. Same depth. Same bet" @CMDarnton on X 2025-07-17 16:29:17 UTC 4511 followers, 5767 engagements
"Execution is elite. ✔ 1M+ active subscribers ✔ XX% retention on 2-year subs ✔ Record-high margins ✔ XX% YoY growth outside weight loss No hype. Just results" @CMDarnton on X 2025-07-15 13:18:26 UTC 4440 followers, 1154 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 4511 followers, 1343 engagements
"@alc2022 no mission driven culture at all. META made this transition well - away from merely social applications to AI (hence recent acquisition of excellent talent). why would excellent talent want to join SNAP" @CMDarnton on X 2025-07-13 11:29:18 UTC 2968 followers, 3428 engagements
"If you're still stuck chasing trends Maybe its time to think different. Act deliberately. I did it with $PLTR at $X. I'm doing it again with $AMD. And Im showing my work for free every step of the way. 🔗 Substack in bio 🎥 Video on YouTube 📈 Next up: $NVDA deep dive Lets build generational wealth" @CMDarnton on X 2025-07-17 16:29:17 UTC 4512 followers, 5329 engagements
"Call me crazy. But Im betting $AMD becomes the most structurally advantaged compute company of the next decade. Not just because of chips. Because of vision. Because of culture. Watch this space. 👉 Full article out soon:" @CMDarnton on X 2025-07-16 14:34:00 UTC 4511 followers, 13.5K engagements
"Most funds miss this because they cant model it. Too qualitative. Too early. Too nuanced. But thats where asymmetric returns live. Thats where I live" @CMDarnton on X 2025-07-15 13:18:26 UTC 4440 followers, 1040 engagements
"I put $100000 into $AMD at $XX. Im not selling (ever). Because this isnt a chip stock. Its the computational engine behind AI automation & the future of intelligence. While others chased hype I bet on chiplets execution and a visionary culture. Heres the full thesis. 👇" @CMDarnton on X 2025-07-05 20:31:31 UTC 4494 followers, 31.4K engagements
"Chiplets = agility Most people still dont get what chiplets really mean. Theyre not just a hardware design. Theyre a philosophy: Modular Adaptive Plug-and-play In a market where computation is unlimited agility trumps everything. AMD is built for it" @CMDarnton on X 2025-07-17 16:29:14 UTC 4512 followers, 6674 engagements
"$AMDs next frontier AI inference. Inference is where AI leaves the lab and enters the world. And AMDs new MI355 beats NVIDIAs inference chips by XX% in tokens per dollar. Thats not a spec bump. Thats an economic revolution in AI deployment" @CMDarnton on X 2025-07-18 15:37:53 UTC 4511 followers, XXX 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 4512 followers, 14.3K engagements
"Watch this before Wall Street catches on 👇 Hims & Hers is building the backend of 21st-century healthcare and nobody sees it yet" @CMDarnton on X 2025-07-13 08:11:18 UTC 4446 followers, 2466 engagements
"Think of it like this: 🚕 Uber fixed taxis 🎧 Spotify fixed music 💊 HIMS is fixing healthcare But this market is 10x bigger than those" @CMDarnton on X 2025-07-15 13:18:25 UTC 4512 followers, 1343 engagements
"And the kicker 50%+ of users are now on personalized treatments. This is molecular-level healthcare. Custom dosages better form factors and predictive care before symptoms even arise" @CMDarnton on X 2025-07-15 13:18:26 UTC 4461 followers, 1082 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 4511 followers, XXX engagements
"Lisa Su is a once-in-a-generation CEO When she took over in 2014 AMD was: $2/share $3B in debt Demoralized to the core Today She architected the chiplet revolution and is about to dominate inference edge compute & FPGAAs. This is her Palantir moment" @CMDarnton on X 2025-07-17 16:29:13 UTC 4512 followers, 7340 engagements
"Why the Bear Case on $HIMS Is DEAD WRONG 🧵 They said Palantir had no moat. They said Spotify was just a music app. Now theyre saying Hims & Hers is just a telehealth storefront. They're wrong again. Heres why Im betting BIG. 👇" @CMDarnton on X 2025-07-13 09:33:34 UTC 4440 followers, 3027 engagements
"Follow me if you want to: Think XX years ahead Understand what computation really means Learn how to identify asymmetric bets early Im combining philosophy physics and investing Because the next frontier is abstract and thats where I thrive. Full thesis here (free):" @CMDarnton on X 2025-07-18 15:37:58 UTC 4511 followers, XXX engagements
"If I were to summarize: $PLTR was my conviction play on government + data. $AMD is my conviction play on the future of computation. Same framework. Same depth. Same high-conviction thesis. This time the bets even bigger" @CMDarnton on X 2025-07-16 14:33:59 UTC 4511 followers, 14.9K engagements
"This isnt just a bet on chips. Its a bet on culture. On agility. On leadership. Because in a world where computation is infinite the winner wont be the one with the loudest story Itll be the one with the strongest operating system" @CMDarnton on X 2025-07-16 14:33:56 UTC 4512 followers, 24.2K engagements
"@nikoliasgoninus Indeed. Hence why the investment is so well-hedged. Plus computation market is NOT just GPU / CPU. Computation is unlimited in demand - in my view. And we are just getting started" @CMDarnton on X 2025-07-17 16:53:50 UTC 4512 followers, 3518 engagements
"@_BNG_Capital and i blur out order ID details - due to phishing fear" @CMDarnton on X 2025-07-17 12:07:26 UTC 4032 followers, XX engagements
"You can fake screenshots. You can fake bank balances. You can even fake clout. But you cant fake a digital track record. I posted my old interview with Antonio from years ago talking $PLTR at $X. Its timestamped. Its public. Its proof. This is how you know who was early and whos just loud. @alc2022" @CMDarnton on X 2025-07-12 21:06:27 UTC 4438 followers, 6401 engagements
"Why blur the Order ID Because phishing is real. People will try to impersonate or hack you. These unique transaction IDs can be weaponized so Ive redacted them. Security first. Receipts still intact" @CMDarnton on X 2025-07-17 12:14:16 UTC 4507 followers, XXX engagements
"This is about dethroning $NVDA. A modular empire. A bet on culture over hype. And the clearest asymmetric opportunity in the semiconductor space right now" @CMDarnton on X 2025-07-16 14:33:59 UTC 4455 followers, 13K engagements
"Now heres the big unlock: Theyre not a brand. Theyre a platform with hundreds of embedded micro-businesses. Sexual health Hormones Longevity Weight loss Each is its own vertical riding the same infrastructure data flywheel and consumer trust layer. Thats Amazon-level defensibility" @CMDarnton on X 2025-07-11 15:54:38 UTC 3818 followers, XXX engagements
"While Wall Street chases $NVDAs training chips $AMD is quietly winning the inference game. The deployment phase of AI The real money The exponential scale Think edge PCs smartphones cars factories satellites. Thats where the demand is heading" @CMDarnton on X 2025-07-16 14:33:57 UTC 4511 followers, 18.8K engagements
"And this isnt theory its already happening. Palantirs ontology can model an entire factory: It takes raw data signals from powered edge devices machines sensors robots and turns them into a live digital twin of operations. From raw signal real-time simulation intelligent action" @CMDarnton on X 2025-07-18 15:37:57 UTC 4512 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 4512 followers, 59.3K 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 4512 followers, 22K engagements
"Everyones still sleeping on this. But $HIMS is the single most misunderstood stock in healthcare. I bet the house on $PLTR at $X. This is the next one and its even bigger. Heres why: 🧵" @CMDarnton on X 2025-07-13 08:11:16 UTC 4511 followers, 52.7K engagements
"Why I believe $AMD will 20X from here and dethrone $NVDA" @CMDarnton on X 2025-07-18 12:29:55 UTC 4512 followers, 6199 engagements
"I put $100000 into $AMD at $XX. Im not selling (ever)" @CMDarnton on X 2025-07-09 21:07:08 UTC 3097 followers, 3483 engagements
"The full Substack report drops next week: 🔍 11000+ words breaking down every bear case on $HIMS. ✅ Regulation ✅ Retention ✅ CAC ✅ Tech moat ✅ GLP-1 risk ✅ TAM limits Ive done the deep work so you dont have to. This isnt hype. Its conviction. Stay tuned. RT to help others cut through the noise 🔁" @CMDarnton on X 2025-07-13 09:33:38 UTC 4440 followers, 1529 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 4512 followers, 6348 engagements
"@nikoliasgoninus welcome big philosopher here" @CMDarnton on X 2025-07-13 14:33:50 UTC 2982 followers, XXX engagements
"Everyones worshipping NVIDIA like its untouchable. But Ive seen this before. I went all in on $PLTR at $XXXX while the institutions laughed (receipts shown). Now I dropped $100000 into $AMD at $XX. Because its not hype Im chasing its asymmetric upside. Heres the full thesis: and why it could 10X in the AI era. 🧵👇" @CMDarnton on X 2025-07-18 12:11:53 UTC 4512 followers, 10.9K 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 4512 followers, XXX engagements
"Conviction beats consensus Everyone said $PLTR was overhyped. I was a teenager studying philosophy & physics but I saw something Wall Street didnt: Culture. Conviction. A company built to last. Same with $AMD today" @CMDarnton on X 2025-07-17 16:29:12 UTC 4512 followers, 8991 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 4512 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 4512 followers, XXX engagements
"Computation = the new oil What is computation Its how raw chaos becomes order. Its the physical manifestation of cognition first in your brain now in silicon. And the demand for it Infinite" @CMDarnton on X 2025-07-17 16:29:14 UTC 4512 followers, 6059 engagements
"Now layer $PLTR on top. While AMD delivers the computational layer Palantir builds the cognitive layer software that turns data into decisions (ontology). AI models. Digital twins. Real-time simulations. This is the company that helps governments and enterprises transform raw data into structured comprehensible insights - bringing data to life - through the ontology" @CMDarnton on X 2025-07-18 15:37:54 UTC 4511 followers, XXX engagements
"The case for AMD is irrefutable: This is how I think of it abstractly - & I don't think anyone else has really conceptualised it this way. Jim Simmons combined math & investing - I do philosophy / physics & investing. 1) This is the key idea: Computation is how we interact with informationand reality itself is made of information. Atoms. Genes. Languages. Markets. Behaviors. They can all be modeled computationally. Reality is computable The universe operates according to patterns and rules which means it can be modeled with algorithms. As more of reality becomes digitized and simulated" @CMDarnton on X 2025-07-18 15:15:48 UTC 4512 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 4511 followers, XXX 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 4512 followers, XXX engagements
"I studied Palantir like my life depended on it and it did. $X entry. Publicly documented. Multibagger. Now Im doing the same with $HIMS. This is conviction investing not trend-chasing" @CMDarnton on X 2025-07-15 13:18:23 UTC 4509 followers, 1788 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 4510 followers, 24.8K engagements
"This is why computation is now the infrastructure of progress. AI biotech climate models robotics defense systems neural simulations financial markets Every industry. Every breakthrough. It all depends on compute" @CMDarnton on X 2025-07-17 18:48:44 UTC 4454 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 4511 followers, 15.6K engagements
"Everyone laughed at Amazon in 2001. Theyll laugh at $HIMS in 2025. Then theyll watch it 100x. This is not a telehealth brand. This is a molecular health infrastructure play for personalised healthcare. Heres why Im betting on a $2000 share price 🧬👇" @CMDarnton on X 2025-07-11 15:54:34 UTC 4493 followers, 5516 engagements